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> Isn’t that all that matters ? Where the ball is vs. where the ball is heading. Musk (and TSLA shareholders keeping the price where it is) is arguing the bal
by ben_w 3mo ago
> Isn’t that all that matters ?
Where the ball is vs. where the ball is heading.
Musk (and TSLA shareholders keeping the price where it is) is arguing the ball is heading to robotics and AI; I think we're at least a decade from the robotics+AI vision he's trying to sell the dream of, and in the meantime he may lose the car business by everyone else out-innovating on vehicles with regards to stuff he's either lost interest in, or lost the trust of the best designers an engineers to hire to work on for him.
- Grombobulous 3mo agoAlso, why would Tesla be uniquely positioned in a robotics market? They’re not the market leader in that area, why are they trying to enter that market? It’s not like Tesla runs a Japanese-style corporation with tons of product breadth…they don’t even have product breadth in their primary business. If they couldn’t maintain market leader status in their primary area of expertise, what makes them likely to gain market leader status in a tangentially related field? It seems like an incredibly random product opportunity, and it’s highly suspicious of being a stock pump mechanism.