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. fooker · 1790748992 · focus · HN ↗

      This will get TSLA valued as a car company.

      They want to be valued as a ~~scifi~~ tech company.

      Which is fair, given that the market (and by extension we) chose to brutally punish boring car companies that make reliable high volume cars.

      1. Gud · 1790751876 · focus · HN ↗

         And by punish you mean fairly value?

         1. Zigurd · 1790776975 · focus · HN ↗

            Yes, that would be the punishment. It's also why Elon is irreplaceable. You might think the long-term health of Tesla would be well served by leadership that would build on the remarkable initial success of creating a viable mass market electric car company. As many on the thread pointed out, there are many plausible ways to formulate a product that would do exactly that.

            But that would be a massacre of shareholder value. One more quarter of a ridonculous valuation is worth more than having a product that will keep Tesla viable as a car company. The idea that Grok could become a first tier AI product is more valuable than a mass market SUV, because that untested idea keeps the share price up.

            Until it doesn't. If you can predict the day that happens, I want to subscribe to your newsletter.

            1. danny_codes · 1790781189 · focus · HN ↗

               Grok isn’t part of Tesla.

               1. sshine · 1790794518 · focus · HN ↗

                  Right, it's part of SpaceX.

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