Comment by dzonga
19 hours ago
Tesla has no moat - but one thing I will give to Elon is his incredible strategy in building Tesla
1. Build sports car
2. Use that money to build an affordable car
3. Use that money to build an even more affordable car
4. While doing above, also provide zero emission electric power generation options
he got distracted by side-missions, his personal shitty side
however if you separate the ideas from the person you can see how such a simple strategy was executed successfully
The thing is it’s hard to stop at 4.
5. Peace out from Tesla for a while to pivot hard into far-right politics, using outsized power and influence to wage culture wars, alienate core customers, and inject volatility into a brand that was built on trust, optimism, and engineering credibility.
6. Unveil Optimus as the next grand pillar of the vision, not as a shipping product but as a perpetual demo, a future-shaped distraction that soaks up attention while core execution, margins, and credibility quietly erode.
The problem is that Tesla in step 1 and 2 was a ground-breaking EV market leader.
Tesla step 6 Optimus robot is not. Others are ahead, with less hype and more delivery. See Boston Dynamics / Hyundai
it’s not a difficult strategy to come up with, tbh. tech companies do this sort of thing all the time.
Is there another car out there in the US that has a way to type in an address, tap a button, and it drives you there? All other car manufacturers software is terrible.