Thread

1. rgmerk · 1790747861 · focus · HN ↗

   Look, I get that Elon wants to chase AI, but why not do relatively simple, low-cost things like build a proper 7-seat SUV that uses the Cybertruck platform - or even a properly stretched Model Y platform (rather than the six-seater L)? Or how about a delivery van on a stretched Y platform?

   Tesla's product line is narrow and aging rapidly.

   1. jmalicki · 1790748218 · focus · HN ↗

      Because tesla has always been selling dollars for $0.50. Investing in their product lines doesn't help them, it's always been a grift and a shell game. Some great products have come out of it, but the valuation has never been one where selling more products helps the business, unless it can lead to the hype train.

      1. rgmerk · 1790749560 · focus · HN ↗

         Sure, but if they're losing money, you go looking for ways to make a bit more money without having to spend too much. My contention is at least some of these things could be done relatively cheaply and would generate additional sales.

         Tesla may be getting belted from pillar to post elsewhere in the world by the Chinese but they a) still have a near-monopoly in EVs in the US, and b) have a cost-competitive EV manufacturing operation in China from which they can supply other parts of the world.

         That still doesn't help their image problem, which is still very real for many left-leaning affluent consumers around the world, but that's less of a problem for commercial vehicles.

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