Comment by stetrain
1 day ago
The steel exoskeleton idea didn't survive to production. The production truck has a mix of aluminum castings and welded steel unibody, with the stainless panels just acting as the skin. Maybe they bring some structural rigidity, but not like the origami plan that was originally discussed.
The end result is a vehicle with all of the costs of a normal unibody design plus the costs of dealing with cutting, folding, and attaching thick sheets of stainless steel.
It never delivered the promised $40k starting price or the promised 500 mile top spec range either.
It’s staggering how much money they wasted because Musk didn’t want to listen to real experts. It was years late because stainless steel is so much harder to work with, especially when it has so many complicated geometries, and every one of those delays was a chance for him to say “maybe the people I hired for their expertise know something I don’t” rather than “I’m the boss, make it work”.
They could’ve done something like the Slate truck a decade earlier.
Part of the delay was also the 48V architecture. So in addition to the obvious new things like stainless steel panels they also had to redesign mundane parts like window motors and interior lighting. The Cybercab is also using a 48V architecture so even though they've never talked about it being an R&D platform maybe they'll retcon it that way.
That forces a redesign of all the car electronics. While it might well be a good idea anyway from an R&D point of view it's undeniably expensive.
(I have a very slight visibility on 48V car audio R&D, for example. Most digital electronics could be adapted with a different DC-DC converter but the audio power amp stage takes direct supply voltage)
Real experts said reusable rockets were impossible ...
Did they?
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No, no rocketry expert ever said that reusable rockets were impossible. They would have told you that the cost to develop them would not recoup itself based on the then-existing demand for orbital payloads, and that banking on such demand materializing would be a massive gamble (which is why Starlink exists).
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Falcon 9 is partial reusable, took a lot of money to do so and yeah its a good product. Not sure how expensive it was for US americans to gift it to Spacex but sure.
The highest number though is like 30 uses and Starship still hasn't profen itself.
Also the boring company, Doge, Solar City, the cybertruck etc.
So what do we get out of this? Musk is for sure not just an idiot, he for sure sees sometimes good opportunities, but also he had the money to invest in these and he got lucky a few times too.
Btw. the cybertruck he announced, never came.
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> They could’ve done something like the Slate truck a decade earlier.
They could have Roadstered it.
Buy Ford Transit 350 "gliders", work out how to make them FWD, RWD, or AWD using your own transaxles and batteries. Pickup, van, or just a bare chassis-cab to go to a coachbuilder, it doesn't matter.
The Transit has been around for 61 years. Sticking electric motors in it that you already have is a no-brainer.
Arguably the longest lived successful British vehicle, the Transit. https://www.fromtheroad.ford.com/eur/en/articles/2025/transi...
> Musk didn’t want to listen to real experts
"real experts" are not always correct. A bet a lot of people told him that the original Teslas were a bad idea or SpaceX would never...wait for it...take off.
But sometimes people win when they push the boundary of what might work, push the problems to the surface and then solve them.
I don't like the guy but you can't really deny his ethusiasm and single-mindedness.
An engineers isn’t going to say “EVs will never work” or “reusable rockets are impossible”. They’d say things like “we’re really going to need to minimize weight and try to build better batteries to hit that range goal” or “it’s going to require a lot of money to do the R&D for reusable boosters, you need to land a NASA contract so we can afford dozens of tests”. Engineers express tradeoffs far more than absolutes.
Musk has enthusiasm, yes, but he’s let his luck at PayPal and successfully buying Tesla from the original founders go to his head. Nobody is right all of the time, and no serious project goes perfectly according to the original vision without adjustments. There’s nothing wrong with the idea of an electric truck — companies with better engineering culture are making great ones — but the Cybertruck failed exactly the way everyone who isn’t a superfan expected: it’s designed in a way which guarantees high costs and it just doesn’t deliver corresponding benefits for most people. Diving into the culture wars against a large chunk of potential Tesla buyers was a bad idea but even if he hadn’t, there just aren’t that many people who have that kind of money to spend and the ones who do usually won’t accept so many limitations and flaws.
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I can deny that his enthusiasm and single-mindedness are the reasons for his success.
His initial success, PayPal, was just a matter of being in the right place at the right time. Online payments are an obvious thing and a natural monopoly. He guessed right that PayPal would be the one that succeeded.
That gave him the opportunity to place more big bets that paid off. Neither electric cars nor reusable spacecraft were obvious wins the way online payments were, but it's also no sign of genius to have happened to place bets on companies that succeeded.
The evidence for that is that his luck ran out. He keeps backing audacious projects, and they keep failing. Anybody else would have been bankrupted a dozen times over. He keeps going because he got lucky the first time, with so much money that it's almost impossible for him to lose it all.
That is to say, I think it's more survivorship bias than the merits of his "enthusiasm and single-mindedness". A decade ago he had such a string of successes that I would consider the case that he was actually smarter than average, but he's had such a string of conspicuous and obvious catastrophes that the net result simply seems average at best.
I can deny it because he overpromises on everything just like Elizabeth Holmes. Only difference in space isn’t something new the us government did it in 1960’s and didn’t destroy nearly as many rockets. Elon isn’t smart enough to try an interfere with production rockets. His distance from decision making is what made it a success.
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You invented a fictional group of people, got mad at them, then declared what you imagined they did was wrong.
I want you to know that.
Musk came into Tesla as funding. People were trying to make the cars.
With regards to SpaceX, he was looking for people to build rockets to go to Mars. But no one wanted to sell to him. So he hired rocket scientists to build the rockets.
And yes, while there will always be some asshole who says "That won't work", there were plenty of ""real experts"" who were working at those companies.
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Found Elizabeth Holmes's alt.
(I don't necessarily disagree with you, but there's a difference between thinking outside the box and trying new ideas, and literally ignoring factual reality and repeated clear feedback from people who actually know what they're talking about.)
> "real experts" are not always correct
That's why you should always hire someone unqualified.
not always, but usually!
I mean once you buy the tooling, it’s still probably cheaper to produce stainless steel trucks than paint normal steel. I agree on everything else though
If that’s true it would only be the case if you could amortize that tooling across enough vehicles. Selling 10k-20k per year from a production line planned with a capacity of 125k per year won’t get you there.
Why?
Steel is heavy, you have to paint the frame anyway, people like cars with colors, the steel has to be maintained too (scratches etc.).
Not really. Stainless is expensive and brittle. It's a lot more work to form complex panels out of stainless, and then they're essentially scrap if there's even a tiny amount of damage. A small dent will start a crack.
At least it delivered on being bulletproof unless you shoot it.
It's 100% bulletproof except for the parts it's made out of.
Would be interesting to know how much the useless steel body detracts from the range compared to a lighter material.
Even more interesting would be how much the steel hurts the tons-to-orbit in the Starship.