Tesla model Y the last Tesla?

[ashenfie]

Seen a few articles about Tesla's earning reports suggesting no more Driveable Tesla's. The X & S production line are being repurposed to Optimus robots, no shock here, but no more consumer drivable Tesla's? Company focusing on what is called transport as a service, what ever that means.

https://www.youtube.com/watch?v=fnkcE63rysE

Edited by ashenfie on Tuesday 3rd February 13:26

Edited by ashenfie on Tuesday 3rd February 13:43

[HorneyMX5]

ashenfie said:

Company focusing on what is called transport as a service, what ever that means.

Robotaxis. You pay a monthly sub and have unlimited access to robot driven transport.

[ashenfie]

HorneyMX5 said:

ashenfie said:

Company focusing on what is called transport as a service, what ever that means.

Robotaxis. You pay a monthly sub and have unlimited access to robot driven transport.

Indeed the model X & Y are going to make Optimus robot which are not cars. I have corrected that typo

[phil4]

S & X stopped. 3 & Y continue.

[CSR Performance]

What a shame. I really like the Model S. I was hoping there might a new one coming at some point.

The Model 3 is too small and the Y is just far too ugly.

Come to think of it, there aren't many options for a decent size EV now, at least one that's not ugly (looking in your direction BMW i7) or an SUV.

[ZesPak]

CSR Performance said:

Come to think of it, there aren't many options for a decent size EV now, at least one that's not ugly (looking in your direction BMW i7) or an SUV.

The A6 Etron springs to mind. The Taycan is not practical enough for a family of 4.
The Lucid Air, but that company is at risk as well...

When Tesla was doing the S and the 3 with very good efficiency numbers, I was really hoping for the SUV era to end, but it doesn't seem that way.
I've known multiple S owners switching to the Model Y but, as you say, I can't get on with the looks at all and I'm young enough not to need disability access in my car.

HorneyMX5 said:

ashenfie said:

Company focusing on what is called transport as a service, what ever that means.

Robotaxis. You pay a monthly sub and have unlimited access to robot driven transport.

the idea is they make (semi)automated taxis and make a killing on that service over the lifetime of the vehicle instead of trying to make a couple of thousand on a car they sell.

[ashenfie]

It more than that the Y has a steering wheel which Musk has want to remove for ever now. The earing report says going forward new Tesla's will be fully autonomous aka Waymo taxis. The model 3 as we know came before the Tesla Y. Therefore the Y is likely the last Tesla you can drive as a consumer, the Roadster & Cyber truck is US only and not fully autonomous either. Remember every year for the last 4 years the Roadster was to be lunched in April and this year is no different. Cyber truck production line to be repurposed for fully autonomous vehicles, no other cars like the model 2 have a road map. That is the earning statement announcements. No end date for the 3 or the Y and is likely (as the only significant income stream) sometime far away, but Musk's road map.

[P675]

I don't really get it but the whole cars thing was just a stepping stone to autonomous taxis and robots it seems. The 3 and Y are obviously popular, I love my 3, despite some Teslaisms. Always wanted an S but that being a sensible option was removed a while ago.

Not really impressed with other EVs infotainment and app which Tesla does very well, another 1-2 years when I can change the 3, no idea what I'd go with.

[gmaz]

Hate to see this from Tesla. Their latest cars are great to drive as well as being at the forefront of technology. I'm sure a Model 2 hatchback to compete with the ID3 or Renault 5 would have been a huge success. Or an off-roader that can be sold in markets other than the US and looks more conventional than the ridiculous folly that is the Cybertruck.

Who the f**k is going to buy a humanoid robot, unless it looks like Jemma Chan in Humans?

[confused_buyer]

Bearing in mind they can't make a rain sensor which works properly and the "active" cruise on both the Model 3 and Y is inferior to that in an old Nissan LEAF if someone does make a Robotaxi which truly can go anywhere without manual intervention it probably won't be Tesla.

[TheDeuce]

Makes complete sense to me. EM wants to go in the direction of personal transport being automated and pay as you go - really no different from jumping off the 'lets sell people CD's' bandwagon and on to the 'lets sell people a music streaming service'. Ok, not quite the same, streaming isn't exactly PAYG, but the same mentality regarding the best way to sell to value to the end user at maximum $ efficiency from the seller.

Also makes sense that Tesla should reposition as an AI and robotics firm. Their first mover advantage in the EV market is exhausted now, they can't possibly complete with the Chinese on production cost terms. But they can compete with the Chinese as technology innovators - for now at least.

I strongly suspect Tesla can mass manufacture humanoid robots with sufficient function to justify their price tag within the next few years. They won't be half as useful or impressive as Musk pretends, but that's not actually the deal breaker. They literally just have to be useful enough to be net cheaper than a minimal 0.000001% of lower tier workforce and he'll sell millions of the things. The companies that can't find use for the first wave of basic robots will be looking out for future improved versions as they'll want to reduce labor costs too.

Will this all happen as smoothly as I casually suggest? Maybe, maybe not. But it's easy to see what Musk is targeting and it makes good commercial sense Vs flogging cars that the far east can now effortlessly sell for less.

[rodericb]

Kawasaki made a prototype of a robot horse and is putting it into production. Maybe these Optimus robots will be able to give their owners a piggy back? Imagine the reduction on traffic congestion if folks gave up their cars for a rideable Optimus robot! Or you could get two of them to hoist a sedan chair for more comfort and also have some weather protection.

[ashenfie]

While it sounds great for a car company, robots are simply a side track. Merge x to with the ai the with space x as each project runs out of money is not the way to run success companies. Is it time for Tesla car to separate from musk. I think the company would be less profitable, but have a better road map and compete as a car company not musk s next do or die idea

Edited by ashenfie on Wednesday 4th February 06:45

[ZesPak]

confused_buyer said:

Bearing in mind they can't make a rain sensor which works properly and the "active" cruise on both the Model 3 and Y is inferior to that in an old Nissan LEAF if someone does make a Robotaxi which truly can go anywhere without manual intervention it probably won't be Tesla.

I've only had a couple days in those cars, what makes them so bad? Is it the deletion of radar or is something else the culprit?

From my experience, the "active cruise" and lane keep in my Model S is the best I've experienced in any car by some margin. From my couple of days in a Model Y and couple of trips in a Model 3, they seemed fine?

[TheBinarySheep]

P675 said:

Not really impressed with other EVs infotainment and app which Tesla does very well, another 1-2 years when I can change the 3, no idea what I'd go with.

Same. I've been itching to change my Model 3 for at least the last year, but there's nothing I feel is comparable without some sort of compromise.

Handles well - check
Great charging infrastructure - check
Top notch app integration - check
Quick - check
Great sound system - check
Best software/technology EV integration - check
Cheap to maintain (so far) - check

I've looked at other EV's, but most of them feel more like cars that are EV's rather than EV's. Many are less good looking that the Model (I know I know), have worse sound systems, slower, or simply feel like a step back in time.

My next car will likely be another Model 3 performance, or an Ioniq 5N, whichever drops in my price race first (likely the Model 3).

Edited by TheBinarySheep on Wednesday 4th February 09:33

[P675]

ZesPak said:

I've only had a couple days in those cars, what makes them so bad? Is it the deletion of radar or is something else the culprit?

From my experience, the "active cruise" and lane keep in my Model S is the best I've experienced in any car by some margin. From my couple of days in a Model Y and couple of trips in a Model 3, they seemed fine?

In my 2024 3, the autowipers are just unreliable and apparently always have been, it uses the camera to detect rain which is notoriously difficult to do. Most cars use the IR sensor, little knob sticking out the dashboard and it works fine. Active cruise control is slow to react to speed changes, doesn't speed up much when you change lane and nothing in front of you, is not smooth at all in stop-start traffic. I rented a Ford Puma a few months ago and didn't like it but couldn't fault the active cruise, way better.

The wipers thing is similar to taking the ultrasonic sensors away, throwing their lot into the camera system, to save manufacturing costs and hoping the software will improve later. Cruise control, they haven't updated the standard autopilot for years because they want people to buy Full Self Driving, which we can buy here but isn't allowed.

Also the indicator buttons are awful, when I get in another car with a stalk it's so much better. Despite these annoyances I like the car it's been great.

[P675]

TheBinarySheep said:

Same. I've been itching to change my Model 3 for at least the last year, but there's nothing I feel is comparable without some sort of compromise.

Handles well - check
Great charging infrastructure - check
Top notch app integration - check
Quick - check
Great sound system - check
Best software/technology EV integration - check
Cheap to maintain (so far) - check

I've looked at other EV's, but most of them feel more like cars that are EV's rather than EV's. Many are less good looking that the Model (I know I know), have worse sound systems, slower, or simply feel like a step back in time.

My next car will likely be another Model 3 performance, or an Ioniq 5N, whichever drops in my price race first (likely the Model 3).

Edited by TheBinarySheep on Wednesday 4th February 09:33

Yeah when I was looking at cars I just kept coming back to the Tesla, no deposit and no interest at the time swung it for me. You look at stats for say a KIA EV6, hmm not bad, sit in one and play with the screen for a bit and.. nah not for me. Small things like having to press a button to turn the car on seem dumb and lame now.

[ZesPak]

I agree to most things here. When I went shopping two years ago now, there was just no competition for the price and ease of use.
I didn't even get a new one because I really couldn't get on with the indicator buttons and the yoke. The gear selector on the screen was less of a hassle than I expected though.

I'm biased but I think Tesla nailed it with the interface/touchscreen combination in the earlier Model S. There's a couple of superfluous buttons that get used so infrequently they might have been touchscreen controls (seat/steering adjustment, mirror adjustments), but I never feel I'm missing an easy control.

Oh, fog lights. They're two touchscreen presses away, which always stumps me why they've done that. But to be fair, in a lot of cars they've got some weird control for them that involves me getting a flashlight out to figure them out.

But to me, it feels like the balance in the earlier Model S is just about perfect. They went way overboard imho in the Model 3 highland.

[Nicks90]

ashenfie said:

Seen a few articles about Tesla's earning reports suggesting no more Driveable Tesla's. The X & S production line are being repurposed to Optimus robots, no shock here, but no more consumer drivable Tesla's? Company focusing on what is called transport as a service, what ever that means.

https://www.youtube.com/watch?v=fnkcE63rysE

Edited by ashenfie on Tuesday 3rd February 13:26

Edited by ashenfie on Tuesday 3rd February 13:43

Tesla have never marketed themselves as an automotive manufacturer, like bmw or Toyota.
Ultimately, Tesla is a hybrid: a company that builds cars as a software-enabled platform and uses the money from its automotive arm to finance AI, space X and HaaS products.
They actually make almost as much profit licensing software and technologies to other companies than they do on the model 3.
Just look at what elon is pushing, AI powered robotics, AI powered pay as you use transport, a licence for 1 million low earth satellites (AI cloud connectivity), battery storage systems mated to advanced BMS....etcetcetc

[Mad Maximus]

It would be shame. They’ve made a big splash and bigger splashes have been promised but not really forthcoming.