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

[FeelingLucky]

Isn't Optimus the humanoid robot?

[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.