Comment by SilverElfin
21 hours ago
Feels a lot like giving up. I guess this is why there is such a strong change in the Tesla messaging, to Robotaxis and robots. But maybe this is inevitable. The cars being made in China are pretty amazing and I don’t think it is possible for American or European companies to compete.
We outsourced it and it would take us 10 years to retool and rebuild that kind of capability. No one wants to take that kind of investment on.
The narrative from Musk cultists has been "Tesla isn't a car company, it's a bet on $excuse_du_jour" for at least a year and a half.
I am surprised that nobody here is talking about grid energy storage, they basically invented that business vertical. It's about 13% of their revenue.
Certainly longer than that. I actually thought Tesla as an energy company made sense — sadly just an excuse to buy and shelve solarcity.