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Tesla Talk

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Comments

  • Moderators, Sports Moderators Posts: 19,919 Mod ✭✭✭✭slave1


    Buy Buy Buy!!!

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  • Moderators, Sports Moderators Posts: 19,919 Mod ✭✭✭✭slave1


    Seriously though, a lot of US gilt stocks are down the last while along with dollar falling, it's across the board

    My stuff on Adverts, mostly Tesla Pre Highland Model 3

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  • Registered Users, Registered Users 2 Posts: 5,630 ✭✭✭MojoMaker


    A good news story with some tangibles on a topic that's been seeded for what 18 months now should have given at least a small lift. Worrying perhaps that it hasn't.



  • Registered Users, Registered Users 2 Posts: 24,356 ✭✭✭✭ted1


    it was as only unveiled last night after the market closed..



  • Registered Users, Registered Users 2 Posts: 5,630 ✭✭✭MojoMaker


    Technically yes, but are you in any doubt that the full contents of the "show" wasn't made available several days prior, if not longer?



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  • Registered Users, Registered Users 2 Posts: 23,197 ✭✭✭✭ELM327


    It's down in premarket

    224.95-13.82(-5.79%)Pre-Market: 5:04 AM EDT

    https://finance.yahoo.com/quote/TSLA/



  • Registered Users, Registered Users 2 Posts: 4,242 ✭✭✭wassie


    Investors are well versed in Elon's timelines by this stage.



  • Registered Users, Registered Users 2 Posts: 1,046 ✭✭✭SchrodingersCat


    I dont think having just two seats is that bad. Here in Ireland, the average number of passengers in a taxi is just 2-3. That includes larger cabs too.

    image.png

    Cars take up disproportionately large areas of our cities compared to other forms of transport. They make inefficient use of space by needing car parks. They are also underutilised most of the time where only one passenger may be in a four seater vehicle. So a smaller vehicle taking up smaller city space like the robotaxi could be more acceptable.

    But yea, I agree, Elons timelines and promises are closer to astrology than anything concrete.



  • Registered Users, Registered Users 2 Posts: 4,184 ✭✭✭sk8board


    a 2 person public transport solution is simply unworkable. This is just a concept car, in the classic sense. We’ve seen loads over the years.

    Heck, take the steering wheel off a Y and it’s a perfectly usable 5 person taxi with a boot for airport runs.

    I’m not even going to get into how ridiculous this event was, it’s pretty obvious from the news what everyone thought, and the pre-market SP activity. Indeed musk admitted out loud last night that his timeframes are always ambitious - that’s a confidence killer and tells you that behind the scenes there’s probably very little to this concept car at all.


    It’s pretty clear now that for the next 36 months or so, Tesla needs to continue making all its revenue from 2 aging cars, and that means they’ll definitely have to stay very competitively priced, which is good news for us



  • Registered Users, Registered Users 2 Posts: 122 ✭✭antseanoifig


    Musk: Less than $30k and in production 2026…

    Also Tesla:

    GZlEI27XEBIpMui.jpeg

    🙃



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  • Registered Users, Registered Users 2 Posts: 1,046 ✭✭✭SchrodingersCat


    IMG_0322.jpeg

    Not good for Elon.



  • Registered Users, Registered Users 2 Posts: 10,734 ✭✭✭✭MJohnston


    there was nothing tangible in that presentation. Men in suits pretending to be robots, other genuine robots that could only pretend to serve beer, and an underwhelming taxi model that demonstrated zero ability to operate in a real world environment. The most obvious of snake oil stuff (I suppose Elon has been getting lessons in that from his new orange pal)

    Meanwhile there are several legit companies already years ahead in running fully autonomous taxi services, and basically everything else that was promised here.

    Lastly — if you’re going to have a 2-seater autonomous taxi, it had better be not much bigger than the space required to fit two people in.



  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    Looks like I didn't miss anything. Watched about 1 minute of it this morning and when I saw the @MJohnston "Men in suits pretending to be robots" I knew the whole thing would be a load of meh 🙄

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  • Registered Users, Registered Users 2 Posts: 4,184 ✭✭✭sk8board


    It’s absolutely fascinating that a 700bn MarCap mega-corp can pull a literal stunt like this and get away with it over and over.

    It stinks of more musk smoke and marketing showmanship.

    As for that humanoid robot bs, for about €300 you can get a robotic vacuum that uses lidar - I saw one work at an Airbnb recently and it was actual witchcraft. They’ll be €200 next year probably.

    The human form has long since been proven to be a terribly inefficient robotic starting point too.

    Again, it all just stinks and let’s face it, we kinda knew things what was going to happen when he pulled this out of his ass the day the model 2 was canned and the SP fell of flat a cliff.



  • Registered Users, Registered Users 2 Posts: 1,046 ✭✭✭SchrodingersCat


    a 2 person public transport solution is simply unworkable

    Why? It’s already a proven public transport solution with taxis -They average around two passengers.
    I agree with your other points. That event was a circus.



  • Registered Users, Registered Users 2 Posts: 4,184 ✭✭✭sk8board


    current taxis can scale, from 1 to e.g 9, where 9 is a Mercedes vito or similar.

    This concept car takes up roughly the same space on the street as those current taxis, but has a maximum of 2 pax. now that I think about it, with limitations on FSD it’ll probably need bigger gaps between other cars/margins of safety, and actually take up more room on the streets.

    God there’s so many example of where this concept car falls over - say at surge times after games or concerts, airport runs, you can pretty much name any corner case - except for a simple 1-2 person journey from A to B with minimal luggage. So it will work for maybe 30-40% of journeys.

    Most of what’s in the press today isn’t even the concept car, it’s polished generated imagery of the concept car on a nice American brownstone suburban street.

    Autonomous taxis will certainly happen - but when they do, this certainly won’t be one of them.



  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    I just saw mentioned that 90% of all Uber rides in the USA have only 1 or 2 passengers. So Tesla got that bit right.

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  • Registered Users, Registered Users 2 Posts: 7,735 ✭✭✭maidhc


    Why does it look like a coupe? It’s meant to be a taxi that rarely exceeds 50kmh and the shape seems to militate against it being wheelchair accessible… I assume Dublin isn’t the only city in the world where taxis being wheelchair accessible is a big thing!

    Tesla is dead, that farce looked like something from the apprentice!



  • Registered Users, Registered Users 2 Posts: 83 ✭✭khamilton


    Taxis aren't a 'proven public transport solution', they're simply an existing form of public transport.

    If they're a solution to public transport, what problem(s) are they solving and how are they proven to be superior to other actually proven forms of public transport?



  • Registered Users, Registered Users 2 Posts: 7,735 ✭✭✭maidhc


    I would have thought taxis to be private transport, not public transport!



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  • Moderators, Society & Culture Moderators Posts: 42,608 Mod ✭✭✭✭Gumbo


    Taxis are public transport. The clue is in their name. PSV.



  • Registered Users, Registered Users 2 Posts: 967 ✭✭✭JOL1


    Am not getting why the focus on a literal definition (regardless of whether right or wrong) has any bearing on the topic as we all know what a taxi is (whether you regard it as public or private)



  • Registered Users, Registered Users 2 Posts: 66,723 ✭✭✭✭unkel


    Tesla is dead? As in you reckon the stock is junk and the company won't survive the next few years? Maybe you're confused. We are talking about Tesla. Not Toyota 😂

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  • Registered Users, Registered Users 2 Posts: 4,184 ✭✭✭sk8board


    he’s calling it a robotaxi (or a cab) - and it’s not really a taxi, most of the time. Hence the discussion on what this is actually replacing.

    But it’s a fair point - this whole discussion is moot anyway.

    Just realised we haven’t even mentioned the bus thing he showed - which the whole concept and its presentation could’ve been pulled together with a few ChatGpt requests in 5mins.

    “Show me what a 10 seater bus might look like in 2050 if it had no driver”

    I’m not even joking 🙃



  • Registered Users, Registered Users 2 Posts: 7,735 ✭✭✭maidhc


    it’s a car company with an aging model profile and nothing new coming on stream. Most serious manufacturers would produce n number prototypes like that cybercab a year and build a tiny proportion. Toyota sell everything from RAV4s to moms to barebones off-roaders to the un (and others…)

    I think the Tesla has really backed itself into a corner, by killing the s and x, killing the 2 concept and trying to justiy an outrageous market cap with gimmicks that don’t solve any need, and are not capable of doing it anyway.



  • Moderators, Society & Culture Moderators Posts: 42,608 Mod ✭✭✭✭Gumbo


    if Tesla had a good line of of 5 cars, they would flurish, or at least keel uk with the industry.

    1. Small car (M2)
    2. M3
    3. MY
    4. MS
    5. MX

    The above segment sizes would cover a broad customer base and provide options I agree and I don’t subscribe to all the FSD, bot side of the house personally.



  • Registered Users, Registered Users 2 Posts: 1,046 ✭✭✭SchrodingersCat


    It was mentioned that Tesla's existing cars, including the Model 3 sedan and Model Y, will be able to offer robotic taxi rides well before the new vehicle becomes available.

    I guess it will be like the current Uber or Freenow app: The customer specifies how many passengers they have. Depending on that, you get a small or larger taxi. In Teslas case, the scaling will be:

    1-2 passengers → Robotaxi.

    3-4 passengers → Model 3.

    5-7 passengers → Model Y.

    8-20 → That Autonomous cyber-caravan yoke if it ever happens

    We know from the stats here and in the US that the average number of passengers is two, so this proposed vehicle hits that sweet spot.

    Id say it would have more than enough space for luggage. If you look at the side of the vehicle,

    image.png

    ..the space between the two rear seats and the rear bumper looks to be big. It looks to be a hatchback too, so easier to get stuff in and out. You will probably get the frunk space too like the other models.

    Who know when this will be operational though.



  • Registered Users, Registered Users 2 Posts: 9,804 ✭✭✭Padraig Mor


    Indeed. They have 1.5 mass market models which are rapidly aging and have had costs cut so close to the bone it's at a point where safety may be impacted, and no timeline on replacement models. Profit margin gone from industry leading to just about hanging in there and price slashing required to keep sales up in the face of ever improving competition. FSD et al is a load of bollox which will never deliver what has been claimed, and priced into the share price. The entire edifice is simply a gargantuan stock market vessel at this stage, and it's rapidly taking on water. Politically I'm on Musk's 'side' but he's quickly becoming a liability for Tesla and I can see him being forced out within the next year.

    I'm a Tesla owner BTW lest I be labelled a hater!



  • Registered Users, Registered Users 2 Posts: 1,046 ✭✭✭SchrodingersCat


    Why does it look like a coupe?

    I suspect that this Robotaxi is just the recently killed Model 2 rebadged. They didnt really discontinue it, they just pulled out the steering and pedals when they thought that they would have their Full Self Driving at a level where they can compete with Waymos robot taxi model.

    Which annoys me, as a cheap two seater EV coupe with teslas acceleration sounds like a lot of fun to drive.



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  • Registered Users, Registered Users 2 Posts: 852 ✭✭✭gossamerfabric


    I suspect that the Mules are Tesla model 3 chassis worked over. wheelbase length looks about right.

    Baidu and other Chinese manufacturers along with Waymo are working on their own Robotaxis. I see B2B sales from those companies to prospective operators as more likely than Tesla sales to operators.

    Only people I can see Tesla selling these to are FIRE Bros (Financially Independent Retire Early). Elon will happily relieve them of their capital stakes.



This discussion has been closed.
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