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sgjohnson | 1 month ago

> It's pure logic that Tesla has to pursue bets that would justify billion dollar valuations and being a car company isn't that.

But it's make-believe. Tesla is a car manufacturer. They haven't shipped anything else other than cars. And they even suck at making cars these days. Tesla Semi? All but dead. The new roadster? Also dead. Full Self Driving? Doesn't exist. Robotaxis? Even if they got them to work, at this point the brand is too toxic for widespread adoption of those.

They could have persisted at being a disruptive car manufacturer and still held a several hundred billion dollar valuation. Now they are a very mediocre car manufacturer, with their only actual success being conning everyone into believing that they are a bleeding-edge tech company so their $1.5Bn valuation seems justified.

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usaphp|1 month ago

> And they even suck at making cars these days

Aren’t model Y and model 3 considered the best cars in their class by most motor journalists?

Arainach|1 month ago

No, not by a long shot, unless you define "class" so tightly as to only include those vehicles and no competitors.

bmitc|1 month ago

No. They are consistently rated low, particularly in safety and reliability.

testing22321|1 month ago

I know it’s popular to hate on Elon and therefore Tesla, but you need to be accurate when doing so. They’re still chipping away.

> Tesla Semi?All but dead.

They’ve been running a pilot all this time, and the factory in Nevada to mass produce them is on schedule. Production ramp is second half of this year. The factory is ginormous.

> The new roadster? Also dead.

Elon said yesterday the unveil is in April “hopefully”

> Full Self Driving? Doesn't exist. Robotaxis?

Cars are driving passengers around Austin now with nobody in either front seat.

It takes automakers almost a decade to bring a new vehicle online, Elon just does it all publicly while everyone else doesn’t take the wraps off until the final 6 months.

Obviously everything is way behind elons hype timelines, but I do still think it’s all coming.

SR2Z|1 month ago

> Cars are driving passengers around Austin now with nobody in either front seat.

This is a good example of Tesla being sketchy: https://electrek.co/2026/01/28/teslas-unsupervised-robotaxis...

Musk made the announcement before earnings, put a few cars on the road, and now has pulled them all back because the earnings report is out.

This is a little more than doing it publicly - remember, Musk has been saying FSD will be functional every year for more than a decade.

kjs3|1 month ago

They’ve been running a pilot all this time

So did Nikola.

Elon said yesterday the unveil is in April “hopefully”

Who could possibly argue with that.

Obviously everything is way behind elons hype timelines, but I do still think it’s all coming.

At least you've identified it for what it is.

alistairSH|1 month ago

Cars are driving passengers around Austin now with nobody in either front seat.

Unless the reporting was wrong, they've moved the supervisor to a chase car. The hobo-taxi still isn't operating on its own.