Comment by ryandvm
2 hours ago
Tesla has completely fumbled a spectacular lead in EVs and managed to snatch defeat from the jaws of victory. And instead of turning it around, we're supposed to believe they are going to completely pivot and then take over a market with far more developed competitors (e.g. Boston Dynamics).
That Elon is riding this wave amidst the transparency of the whole thing is the funniest part. It's like watching people lose money at the "three cup" game but the cups are clear.
I'm not sure how defensible the lead was. The only reason BYD isn't the only game in town is tariffs. The pivot to Optimus is ridiculous though. They can't get a car to drive truly autonomously after more than a decade and they want to expand the degrees of freedom?
Tesla had a good brand image in the early 2010, they could have positioned themselves like the quality/luxury brand for EV and have people buy Tesla for the brand itself like people do for Apple.
Instead they let Elon made their brand so toxic people are actively avoiding it.
I'm skeptical. If someone really wants a Tesla, my guess is that they'll rationalize Musk's actions or least compartmentalize them.
1 reply →
Some people. Others are actively embracing it.
Most people don't know about the political aspect.
…and the guy shuffling the cups is Dave Chappell’s crackhead character.
My theory has always been Trumps grand con was acting like what poor people thought a rich person was like, Elon acts like what morons think a genius is like.