Comment by jordanb

Tesla's original "secret plan" (published on their website) was to become a commodity car manufacturer faster than electric cars became a commodity. Such that the other manufacturers would find them selling obsolete vehicles and Tesla just becomes the new General Motors.

This was the justification for their stock price for quite a few years: "It's logical that Tesla is worth more than all other automakers combined because it will soon be the only automaker."

Then in 2022 Elon basically admitted that they couldn't win on production and had to continue to win on technology and they'd do that with self driving. [https://www.businessinsider.com/elon-musk-tesla-worth-basica...]

But now Tesla is way behind on self driving (which was oversold by the whole industry tbh). So what's their new plan? Now they're no longer a car company and will make robots!