The Walls Are Closing in on Tesla

(planetearthandbeyond.co)

53 points | by enopod_ 9 hours ago ago

77 comments

  • schiffern 8 hours ago ago

      >Back in 2016, Musk personally pushed for almost all vehicle functions, including the door handles, to be controlled by electric buttons or touchscreens. His own engineers and executives warned that this is a huge safety risk... They argued for traditional, fully mechanical door handles, but Musk vetoed them for purely aesthetic reasons. He even pushed for the mechanical override, meant to be used in such emergencies, to be hidden
    
    Did anyone catch the source for this? I hadn't heard this detail before.

    EDIT: I found a source[0], but that characterization is pretty misleading. The article even say that in internal discussions, "Musk wasn’t alone in pushing for electric controls." All it says about Musk is that pushed for "virtually everything" to be electric, but it doesn't say he pushed anything about the door manual release (you know they'd include that in the article if they could).

    [0] https://archive.ph/BwZTx

    • hnuser123456 24 minutes ago ago

      Tesla was winning because they had insight and balls to make electric cars that actually looked and worked like normal fucking cars. Everyone else who was making EVs failed to resist the temptation to reinvent the definition of the car, throwing out a century of wisdom and natural selection of features of good car design, to the point that it seemed like nobody wanted to succeed.

      As soon as they forgot this, their downfall began.

  • jaccola 8 hours ago ago

    I mostly agree, but I would have agreed with a similar article 10 years ago, and that would have been a fairly widely held opinion (e.g. Bill Gates was famously short Tesla).

    So I wouldn’t be so sure as this piece is in Tesla’s downfall, and the emotive language doesn’t help this look like an objective analysis.

    I also don’t like articles that take the industry consensus or expert opinion as a priori the correct opinion. Tesla wasn’t built by consensus; even the door handle example that is here touted as a negative almost certainly helped Tesla more than its harmed by being one of many unique features.

    • esseph 5 hours ago ago

      What about the people that were killed because they couldn't figure out how to get out of the fucking car when it caught fire with them in the back?

      • cr125rider 4 hours ago ago

        The “cool” and unique factor of those door handles help sell more cars and increase brand valuation. Increasing it more than the cost of those lives.

        At least that’s what American capitalism has shown us.

  • torginus 7 hours ago ago

    Man I miss the times when Musk was known as a pioneer in EVs and reusable rockertry, and not for his Twitter hot takes.

    I remember he made some disparaging comments about other tech billionaires that while they were focused on ad revenue and social media engagement, he was out there working on the important stuff...

    • ethanwillis an hour ago ago

      It's childish to want to turn away and bury your head in the sand. He is what he was and looking away doesn't change that.

  • svara 6 hours ago ago

    > BYD started selling these [prismatic LFP] cells as grid-level battery packs to compete with Tesla, and they are a truly astonishing 53% cheaper per MWh than Tesla’s.

    What? Wow!

  • iammjm 8 hours ago ago

    I used to really like and admire Musk. You could say I was a fanboy. I am still asking myself what the fuck happened? Was he faking his true character all this time and managed to dupe me? Did he suffer some brain damage which changed him this drastically? Was it too much social media, was it covid-related, was he poisoned? Did too much money and power get to him? I would seriously like to know. By know, knowing about his chronic tendency to lie about the most basic stuff (such as being really good in a fucking computer game), I assume he duped me, and this makes me really, really dislike him a lot. And I can't be the only one. I hope he fails in all his endeavors.

    • WA 8 hours ago ago

      You were duped. Tesla‘s paint it black video is from 2016 and one the first obvious lies. People called Musk out on his BS 10 years ago, but he successfully managed to keep a "genius" imagine in the media up until COVID-19 hit. Media sentiment changed around 2020/2021 to adjust to reality of Musk being a massive fraudster.

      • rhubarbtree 7 hours ago ago

        Important point here: the discussion is about his character, but you’ve made it about his intellect.

        I don’t think anyone can doubt that Musk is super smart. I’ve heard silly things like - he doesn’t do anything, it’s all his employees or board or assistant - but reading the history that’s obviously false.

        It does seem some people can’t cope with the idea that someone is often an asshat is also brilliant. And I’m afraid it’s true with Musk.

        • magicalhippo 7 hours ago ago

          > I don’t think anyone can doubt that Musk is super smart.

          It's also worth keeping in mind that super smart people can say and do lots of really dumb things. Smart != wise.

        • dwb 5 hours ago ago

          I don’t think Musk is super smart. I think he has some skills that account for how he got to his position other than privilege and luck, I think he probably works hard (or at least, harder than me), but I can’t get to “super smart”.

        • ndsipa_pomu 5 hours ago ago

          > I don’t think anyone can doubt that Musk is super smart

          I doubt it. He was born into money and was lucky enough to make some excellent purchasing decisions. His various talks and arguments on the internet show him to be fairly stupid in my opinion. I've heard tell that his successful businesses are mainly successful when the staff learn how to manage Musk and prevent his dumbest ideas.

          • ethbr1 3 hours ago ago

            What objective evidence do we have that Musk is smart?

            Basically: he's extremely rich

            Working hard and being very good at negotiating compensation packages and picking the right companies/products to be involved with (and a bit of luck) are all sufficient for exorbitant wealth though.

            E.g. there are plenty of people just as smart as Bezos who didn't hitch their wagon to the "sell something easy on the web" idea at the right time

            • cmurf an hour ago ago

              What is a secular term for prosperity gospel?

    • shantara 8 hours ago ago

      Thai Cave rescue happened in 2018. It should have already made obvious how completely deranged Musk was to everyone, even if they were not paying close attention before and were dazzled by self-driving cars and Mars colonization promises.

      • ben_w 5 hours ago ago

        That was certainly the first time he did something so obviously blatantly evil, and obviously his own fault, that I wasn't able to ignore it or dismiss it.

        It was sufficiently awful, at first I couldn't even believe he'd done it. When I internalised that he was the kind of person to do that, it made it much easier to see his other flaws.

      • tjpnz 7 hours ago ago

        I think that marked a turning point for many. He had been known to say dumb things in the past but that was monumentally stupid own goal. Worse, he was given multiple chances to take a step back but just kept digging.

        • orwin 5 hours ago ago

          Yeah, it was mine. That's the moment I thought 'wow that guy is deranged now, he should step back and take some vacations'. Now I realize he was like this from the start, but that was the moment I questioned my hero worship.

    • lisp2240 8 hours ago ago

      When Elon was a teenager he bullied another kid about his father’s suicide until the other kid pushed him down a flight of stairs. He has always been like this. His character was never a secret. Everything was in plain view but you didn’t want to see it.

    • b65e8bee43c2ed0 8 hours ago ago

      I have this [flagged] comment from 4 years ago, recounting my own perception of the events, and I stand by it

      >pre-2018, he was a journalists' sweetheart. they were singing him praises and they didn't bring up attention to his misdeeds

      >at some point around that time, he had pissed them off with the "who owns the media?" tweet, and they did a 180 degree turn. he didn't suddenly become eccentric then, his eccentricity started to get extensive negative attention. there's a plethora of media sweethearts who get away with far worse things without a peep from checkmarked firebrands

      >in other words, you've changed your mind on cue, and you never had an independent opinion to begin with

      • svara 3 hours ago ago

        This really makes no sense because you can just listen to the man himself (and there's a lot of material).

      • Valid3840 7 hours ago ago

        The "you're a sheep" rhetoric. Great!

        Pre-2018 he had already made some substantial lies, (cf. https://elonmusk.today/)

        • b65e8bee43c2ed0 5 hours ago ago

          >The "you're a sheep" rhetoric. Great!

          you mean the same rhetoric I observe whenever the wrong entity wins an election anywhere in the West? have we not accepted for a fact that most people are so uncritical of the media they consume that a thousand Russian Internet Defense Force operatives can topple a Western democracy over Xitter and TikTok?

          >Pre-2018 he had already made some substantial lies, (cf. https://elonmusk.today/)

          I never said he was a good man before then, or that he is a good man now.

      • notahacker 7 hours ago ago

        somebody should look into who owns the @elonmusk account that originates these stories...

    • kilroy123 7 hours ago ago

      He had a PR team working overtime to boost his image. Remember he had a cameo in movie Iron Man 3 back in the day.

      He meticulously worked on his image for decades.

      • ben_w 4 hours ago ago

        The Iron Man thing… MCU Tony Stark wasn't as smart as he thought he was. He should've allowed surgeons to help with his heart immediately, rather than the entire B-plot of Iron Man 2; Iron Man 3's plot could've been averted in a whole bunch of ways if he'd been less arrogant and thoughtless, and also shows him as a loner unwilling to call for assistance despite (by this point) being allied with what passes for gods in the MCU; Ultron was his own hubris punching him in the face; the justification he gives for the Sokovia Accords was a stupid response to an act of self-defence that, sure, could've and should've been handled better, but it isn't like Stark himself was great at avoiding collateral damage during emergencies in the other films; his rage-fight against Barnes in Civil War, while understandable, was wildly unprofessional and a sign he was not a suitable person to be in possession of a one-man weapon system like the Iron Man suits have been shown to be; his tech gift to Peter Parker had wildly inadequate safety measures to be gifted to someone still in school, even if they had been to space.

        Basically: yes, Musk is just like Stark. Half as smart as he thinks he is, has main-character syndrome and/or narcissism.

      • tim333 5 hours ago ago

        >screenwriter Mark Fergus told New York magazine that Musk partly inspired the modern portrayal of [Iron Man]

        >According to Fergus, the character was inspired by an amalgam of real people — but none so much as Elon Musk.

    • Gibbon1 7 hours ago ago

      I ran into him and the group of obsessed hangers on in 1997-8 or so. He was a nutjob then.

    • input_sh 8 hours ago ago

      You were younger and more gullible, he still had a PR firm and didn't tweet his every "thought".

    • cynicalsecurity 7 hours ago ago

      > Was he faking his true character all this time and managed to dupe me?

      Yes.

      People's true nature reveals once they stop caring about money.

      To be fair, he was really good at faking.

    • schiffern 8 hours ago ago

      > I am still asking myself what the fuck happened?

      I think the Scott Adams piece the other day[0] described the system dynamics well:

      "Once you’re sufficiently prominent, politics becomes a separating equilibrium; if you lean even slightly to one side, the other will pile on you so massively and traumatically that it will force you into their opponents’ open arms just for a shred of psychological security."

      I think Biden giving credit to GM[1] and being used as a political football, prior to Musk entering politics in a big way himself, drove him away from the left and (by process of elimination) toward the right. Once you're down the rabbit hole, the rest is history.

      [0] https://news.ycombinator.com/item?id=46646475

      [1] https://www.businessinsider.com/gm-ceo-joe-biden-elon-musk-t...

      • ZeroGravitas 8 hours ago ago

        The big event just before he announced he was now voting Republican in May 2022 was newspapers reporting on him sexually harassing an employee 6 years earlier.

      • mft_ 8 hours ago ago

        I was always confused and intrigued what was going on behind the scenes when Tesla was so obviously and publicly rejected by the Biden administration in that manner.

        Musk was even then a polarising figure, but given Tesla was arguably more “American” than even the self-proclaimed traditional American car companies, it seemed a weird, self-defeating, perhaps emotional, position for the administration to take.

        • input_sh 5 hours ago ago

          That 2021 event was very much not about EVs-in-general, but about supporting UAW as a union at a time when a lot of their jobs were about to be disrupted because Biden just signed an EO (14037) that pushed traditional automakers towards making more EVs (target being 40-50% by 2030, but it was non-binding).

          So, why were Ford, GM and Stellantis there but Tesla wasn't? Because Tesla was already making EVs only, because none of its workforce is a part of UAW (due to Tesla being anti-union) and because this EO had no impact on Tesla's workforce what so ever. Elon being butthurt about it doesn't change the fact that it would've made zero sense to have Tesla there.

          You don't have to take my word for it, Jen Psaki directly addressed this at a press briefing:

          > Asked if Tesla being a nonunion company was the reason it wasn’t included Thursday, Psaki replied, “Well, these are the three largest employers of the United Auto Workers, so I’ll let you draw your own conclusions.”

          https://edition.cnn.com/2021/08/05/business/tesla-snub-white...

        • Nasrudith 7 hours ago ago

          Tesla not being unionized was the main guess I heard about it at the time. The legacy auto industry has a history of outsized political influence leading to many dumb decisions on politician's part from an administrative success perspective.

          I don't know either really, I'm just reporting remembered second-hand sources.

      • cowpig 8 hours ago ago

        Are you implying that "moving right" necessitates lying about basic things constantly?

        Also, didn't Musk publicly quit Trump's advisory councils over exiting the Paris Agreement back in 2017? Why does that rift not qualify for your "separating politics" hypothesis?

        • nullocator 7 hours ago ago

          I think as the left has become more homogeneously college educated they are less likely to wholesale accept blatant lies and falsehoods. For someone like Musk this will naturally push them to the right because he incessantly lies/bullshits so often and has a visceral negative reaction when being called on it (the cave fiasco comes to mind).

          If the right will welcome people like Musk with open arms (always a natural fit anyways, he's rich as hell) then why wouldn't he pull the mask off? Despite most Tesla customers being presumably left leaning, his heel turn doesn't seem to have had much negative impact on the things that matter to him so far, for example his net worth.

        • watwut 8 hours ago ago

          > Are you implying that "moving right" necessitates lying about basic things constantly?

          Not OP ... but it would be consistent with observations. It is a party that admires lying and rewards it.

        • ndsipa_pomu 4 hours ago ago

          Generally, right-wing politics are about the exploitation of others and lying is typically a part of that.

      • watwut 8 hours ago ago

        Except there is nothing in musks history that suggest this. His actual behavior was always consistent with who he is now. He just became more aggressive as people pointed it out.

        He did not leaned a little right. He had the same political opinions, but less of narcissist rage over not being admired.

        • notahacker 7 hours ago ago

          He obviously always held the normie billionaire libertarian "taxes bad, regulations bad, unions bad" right positions, enjoyed "politically incorrect" jokes and had some weird preconceptions like obsession with male heirs that might not be overtly political but line up with certain more fringe right views. Maybe he chose to hide some spicier views about the apartheid era.

          But there's also definitely been a change. He publicly endorsed Democrat candidates on numerous occasions, including against normie business-friendly Republicans. Think his metamorphosis in actual unfiltered views is best shifted from the "I absolutely support trans but all these pronouns are an esthetic nightmare" to his current campaigns...

        • jorvi 7 hours ago ago

          In the past (early Tesla - SpaceX - Boring Company - Hyperloop - crypto) he seemed apolitical and only to really care about setting up the building blocks for a new, different society on Mars. Maybe a pipe dream, maybe megalomaniac, but just very cool and very futuristic. He didn't seem very political aside from a libertarian bent.

          Somewhere along the road he devolved into a petty and weird character, and then went off the deep end into full spectrum alt-right weirdness.

          He is the same type of talented hype man as Jobs was, with the same sort of reality distortion field. Otherwise SpaceX reusable wouldn't have happened. And even Jensen Huang was supremely impressed how fast xAI built up data centers.

    • csomar 8 hours ago ago

      No. He is the same person. It just happens in a certain time, what he was selling aligned with what you were buying.

    • andyjohnson0 8 hours ago ago

      He always was an arrogant, over-privileged arsehole. But having an army of "fanboys" will have amplified his character flaws. Ditto his involvement with Trump et al.

    • refurb 7 hours ago ago

      I find it odd to completely disavow someone because you don’t agree 100% with their politics.

      I mean Werner Von Braun was a Nazi party member and knowingly used slave labor. Doesn’t make his rocketry advancements any less impressive.

      Or Charles Darwin’s views of superior races.

      Or Gandhi’s gray area views of pedophilia.

      I mean if you’re going to discounted every person with a view you find distasteful your list of people you admire is going to be blank.

      You may find Musk’s views distasteful but he’s had an enormous impact on EV’s, rocketry, hell space in general. I think it’s pretty awesome.

      • ben_w 4 hours ago ago

        As a non-American, even the US Democratic party is waaaay to the right of my Overton Window. While the US is arguing about if the 2nd Amendment should be restricted in cases like "fully automatic weapons" or "people with felony convictions" etc., I'm from a nation where the police aren't routinely armed and don't want to be, not even with pistols.

        This doesn't mean I can't admire NASA, that I have to dismiss the Hoover Dam, that I think every act by Obama or Bush was heinous.

        Likewise, I can look at Falcon 9/Heavy, at the progress with Starship, and applaud.

        But.

        His "Paint is Black" video, and what he claimed about it, was a lie. He himself is pretty awful, and already fits amongst the others you list given the revealed preferences shown by Grok, and by his reactions to criticism of Grok's behaviour.

        The bonus-target market-cap of 8 trillion only makes sense with a very optimistic view of the AI Tesla's developing for both FSD and Optimus, and by "very optimistic" I mean "FSD turns them into a monopoly supplier of cars worldwide; or both FSD and Optimus together displace a significant fraction of the US low-skill jobs market while also getting a monopoly on industrial robots and a monopoly on cars in just the USA". It's the kind of thing I expect we'll be putting into history lessons next to Enron and Dutch Tulips, with laws passed to prevent whatever investigators find out to be the key mechanism behind it.

        Even with SpaceX, it's impressive, but not because it actually hits Musk's goals, rather because everyone else in space is "over optimistic" about their schedules even harder than Telsa is.

      • rl3 7 hours ago ago
      • abc123abc123 7 hours ago ago

        This is the nuanced view. In todays polarized world, it is sadly completely unacceptable. At least there are two of us now! ;)

      • tick_tock_tick 7 hours ago ago

        Purity tests are extremely common in left wing politics in the USA.

        • imtringued 6 hours ago ago

          And the point of the purity test isn't to establish guilt. You're already declared guilty and the purity test is an attempt at finding or creating evidence of your guilt.

        • ndsipa_pomu 4 hours ago ago

          I wasn't aware that there is a left wing in USA politics. The view from an outsider is that you have extreme right-wing and a fascist right-wing.

      • ndsipa_pomu 4 hours ago ago

        And Hitler painted some nice watercolours.

  • thegrim000 8 hours ago ago

    I mean, when you look through the site's article history and all you see is numerous negative doomer posts about every single business Musk is involved in: SpaceX, Grok, Tesla, Optimus, Musk himself, you name it, and not a single positive or even neutral post about anything, that's probably a sign that this author is not who you should be going to in order to receive objective, unbiased, rational discussion on the topic.

    • notahacker 7 hours ago ago

      If you look through the site's article history and you don't see a single positive or even neutral post about Musk, it's clear that the firehose of Musk-sycophancy on his own website has broken your brain.

      This is a website that took Hyperloop seriously because Musk casually threw it out there...

  • tjpnz 8 hours ago ago

    Closing in? Try all but irrelevant outside the US. It's not going to be a make you give much thought when considering an EV purchase. Vastly different situation five years ago.

    • vardump 8 hours ago ago

      Wasn't Tesla Model Y globally the most sold car in 2023 and 2024. And second most sold car in 2025 (Toyota RAV4 was the most sold model).

      Given that, objectively speaking I could not call Tesla irrelevant.

      • deeg 2 hours ago ago

        As others have noted, breakdown by model probably isn't accurate since Tesla has so few models. I did some shallow searching and it appears Tesla sales were down 8% in 2025 [0] while global EV sales were up 20% [1]. It's a crude comparison but probably more accurate than models.

        0 - https://www.cnbc.com/2026/01/02/tesla-tsla-q4-2025-vehicle-d...

        1 - https://www.reuters.com/sustainability/climate-energy/global...

      • csomar 8 hours ago ago

        Tesla might maintain its current level of sales/revenue while losing 95% of its market cap. Whether it’ll survive the market cap deflation is the question.

        The market can remain irrational more than you can remain solvent. But the writing is on the wall for the valuation.

      • lawn 8 hours ago ago

        It's not a very good comparison as Tesla has far fewer models than other carmakers.

        • refurb 7 hours ago ago

          The number of models doesn’t seem that relevant? If anything it would make Tesla’s numbers all the more impressive being a niche market EV.

          • ben_w 5 hours ago ago

            As I recall, the original Bondi blue iMac was the best selling model of personal computer at the time. This wasn't because Apple suddenly stopped being the Betamax of the home computer world, it's because there was only one model when everyone else had a full range, and the effect disappeared the moment they came out in multiple colours.

            Same deal with Tesla: They have two core models (Y top, 3 next, all else a rounding error), while everyone else has a full range that sales are split across.

          • lawn 7 hours ago ago

            Of course its relevant as Tesla is valued to much more than the other makers despite selling in total fewer cars.

            Tesla is indeed a niche maker, but their valuation does not reflect that fact.

    • tick_tock_tick 7 hours ago ago

      It's literally the best selling car in Norway with a over 50% increase in sales YoY.

  • aoplo 6 hours ago ago

    Elon Musk is an interesting case study in that he exposes how submissive and docile most men are around other men that they consider their superiors. He has an obsessive fan base of males who hang on to his every word, no matter he says. Even those who aren't obsessed with him tend to treat him with an odd sort of reverence. This site itself contains many of them. They consider him like a king.

    Is he - or any other man - deserving of this? No. But men just can't help worshipping other men. Christianity is another good example. As is the military, showing that most men are naturally drawn to placing themselves within a hierarchy of other men, with one at the top, even if it ends in their demise.

  • black_13 8 hours ago ago

    [dead]

  • throwawaysleep 9 hours ago ago

    Does he need to deliver? The past few years have demonstrated that you can just lie about the next big thing.

    • lawn 8 hours ago ago

      You can do that longer than people think, but not forever.

    • rhubarbtree 7 hours ago ago

      Has SpaceX not delivered?

  • tedggh 6 hours ago ago

    This piece is so misleading that makes me feel lazy about commenting at all.