

Think of it like Kodak with digital cameras. Even knowing the market is being disrupted, even having the technology, there is never a short term reason for self disruption. If the company can’t consider the longer term while a market is being disrupted, they will not survive. Of course selling a couple thousand EVs is not going to earn back the cost of entirely new factories and supply chains after two years. Duh. Of course it’s easier to sell hundreds of thousands of legacy vehicles built in legacy factories that are already paid for using supply chains that already exist. But one of those approaches is on a decline to the grave while the other is a paradigm shift for the entire global industry
Doesn’t help the US is so anti-competitive, so protectionist, so many policies favoring excessively large inefficient vehicles. By the time we emerge from this smog of political chaos, legacy American car companies will no longer be able to survive independently nor compete globally.
But the car companies certainly lay deserve a lot of blame- across the entire car market preferring to sell fewer more expensive vehicles, rather than more vehicle that are more affordable.


















I’m happy musk is out of politics, perhaps he learned some lesson. It’s possible. Then again I’d never stoop to find out what toxic filth he spews on Twitter, so whatever. He’s lost at least some of his stage.
But yeah I worry more about Tesla becoming a “robotics” company. I do have one of their vehicles that I want to continue to be supported for its lifetime.
…. And I find teslas are still by far the most compelling EV available in the US. I know I’ll get all sorts of grief for saying this, but there’s nothing else available in the US at their feature, price, and dare I say, quality? Maybe that would be different if we allowed a competitive market, or had legacy companies who want to survive, but that’s reality. Maybe it will be different in a few years if Rivian makes it to the big leagues with the R2, or if Lucid survives, or Slate is able to make a splash.
As the only compelling American manufacturer of EVs,we can’t afford for them to lose focus trying to invent humanoid robotics.
…. This used to be one of the benefits of incorporating. Let Tesla focus on cars. If you want to try humanoid robots, that should be a different corporation Insulating Tesla from that attempt