Roadster Tesla Roadster 2.0

[Matski]

Perhaps they have to deliver something in order to not get sued by the chumps that paid a deposit for one.

 

[SNB]

I wonder what they're looking at. Don't they see that market is dead? Shouldn't they focus on making a completely new Model S and Model X, which were canceled just the other day?

More than that I think a lot of their target market don’t want to be associated with Tesla or Musk anymore. Doubt this will be much of a seller, no matter how well the engineers have crafted it.

 

[kiki voinea]

More than that I think a lot of their target market don’t want to be associated with Tesla or Musk anymore. Doubt this will be much of a seller, no matter how well the engineers have crafted it.

Who gives a damn about politics if the car is great and has a good price.

But that's the thing : It does not

Tesla's fall isn't (entirely) related to politics .

It's because the cars have stagnated in terms of tech/range/features/design

Once the "trend setter" in tech , now is mid at most.

The refreshed Model 3 and Y are not new models , and people want new models.

Roadster is a niche car. Elon doesn't give a crap about it. It will not bring him money.

 

[SNB]

Who gives a damn about politics if the car is great and has a good price.

But that's the thing : It does not

Tesla's fall isn't (entirely) related to politics .

It's because the cars have stagnated in terms of tech/range/features/design

Once the "trend setter" in tech , now is mid at most.

The refreshed Model 3 and Y are not new models , and people want new models.

Roadster is a niche car. Elon doesn't give a crap about it. It will not bring him money.

True will be very niche and it won’t make money, but very interested to see the tech, this should be a preview of future tech in more normal Teslas.

 

[A.P.]

Haha, those promises will be otherworldly on 1st of April!

 

[kiki voinea]

True will be very niche and it won’t make money, but very interested to see the tech, this should be a preview of future tech in more normal Teslas.

I've said it in the past

Roadster is just a marketing material .

Whenever Tesla needs some free press , they release some stupid tech that would/will probably never fulfill

We had :

FSD (still not finished , after over 10 years )
Cybertruck ( we received it , but at a way higher price )
Plaid Plus (milked the heck out of the Plaids)
Roadster 2.0
Hyperloop

Now we have Robotaxis and robots .

They will steal the press for now . No need for the Roadster

The only reason that the Roadster will be released , if it will have a massive new battery tech or radical new motors.

And I really doubt it

 

[Matski]

Not specifically related to the Roadster, but this video does a fairly balanced job of highlighting Tesla's current challenges - whatever state the Roadster arrives in, I'm sceptical it can do much, if anything, for the company at the moment.

To view this content we will need your consent to set third party cookies.
For more detailed information, see our cookies page.

Accept third party cookies

 

[Centurion]

Not specifically related to the Roadster, but this video does a fairly balanced job of highlighting Tesla's current challenges - whatever state the Roadster arrives in, I'm sceptical it can do much, if anything, for the company at the moment.

To view this content we will need your consent to set third party cookies.
For more detailed information, see our cookies page.

Accept third party cookies

First mover advantage has been eroded. At the bleeding edge of innovation your roadmap should be a series of S curves.

As demand or growth for your latest product tapers off you need to introduce a new product that starts the next leg of growth. Ideally the subsequent product should have a larger market than the product before it or protect/lock-in revenue of it.

Example of master class S curves:
Mac to iPod to iPhone to Earpods
Windows to MS Office to Azure

Tesla started with cars+Supercharging station but then launchedTesla battery storage. However the batteries don't have a large enough addressable market and the opportunities for margin advantage is limited due to the high cost of producing batteries. FSD and Robo taxis? not worked out yet.

What do I think will happen? Space X will acquire Tesla and excess capacity for producing cars will be diverted to production of Starlink satellites, components for orbital data centres and robotics.

This is the best way forward because Tesla won't be able to produce better cars than China at a lower cost, simply not possible given how much more efficient and state supported chinese manufacturing is.

 

[Matski]

What do I think will happen? Space X will acquire Tesla and excess capacity for producing cars will be diverted to production of Starlink satellites, components for orbital data centres and robotics.

This is the best way forward because Tesla won't be able to produce better cars than China at a lower cost

Fundamentally they need to do something that justifies the share price - the only thing they're capable of doing that seems to do that is selling lies to gullible people.

 

[kiki voinea]

This is the best way forward because Tesla won't be able to produce better cars than China at a lower cost, simply not possible given how much more efficient and state supported chinese manufacturing is.

They have the money and they have the people to do lots of stuff , IF they want...

But that's the thing: I don't think they want to invest even more.

China is not a threat , if they deliver something else.

For example : They could finish that damn FSD , and be the leader in this segment . People for sure will pay the money , if the feature is great.

They could bring even more software . Better one . Keep innovating as they did 10-13 years ago , with the Model S.

New motors. New batteries ( ok , scaling is a issue with batteries )

 

[Centurion]

For example : They could finish that damn FSD , and be the leader in this segment . People for sure will pay the money , if the feature is great.

FSD is proving to be too difficult to make safe for imperfect and chaotic driving conditions globally. It will eventually be perfected but will take time. In the mean time, the average person dont care about tech that ofeepromise and under deliver. They want affordable and competent cars.

It would have been great if the Cybertruck was a success because pickups/trucks is a huge commercial category in the USA.

Tesla are lucky that tariffs on Chinese cars are high in the USA.

 

[KiwiRob]

Cybertruck was never going to be a success, I'm sure they knew this but Elon forced it through anyway.