Comment by Mawr

1. Your argument is that cutting off a rotting limb is good. Obviously it is, but I'd rather not have a rotting limb in the first place. I want a healthy, revenue-generating limb.

2. Waymo has been offering a driverless taxi service for some time now, and Tesla is not. That's a hard fact. Meanwhile your arguments are beliefs and personal anecdotes.

When, or rather if, Tesla starts offering their service, they will be behind Waymo by approximately however long ago Waymo started theirs, so at least a few years.

Unless you have some "serious, tech-based counterarguments"?

3. It's also obvious that when we have AGI, fusion, etc., they will completely transform our societies. I promise I will deliver you those by the end of this year. Send money now. If my timeline slips by a little—maybe a few decades—well, it was just a best-effort estimate and I did deliver in the end!

4. No, the bear case is that there's no real reason to believe Tesla would be the company that captures the market vs any other company. Their solar, tunnelling, and now car business models have failed/are failing, so they must win on self-driving/robots.

Self-driving is looking really bad, they're badly losing to Waymo.

They have shown nothing in terms of robots. If anything, dressing people up as robots and showing that is a rather negative signal. Oh, and robots are at least a 10x harder problem than self-driving.