> The value it brings to the table is mass-manufacturing expertise.
I don't see how that squares with the ramp-up and QC issues that are well-documented at this point.
> the ramp-up and QC issues
They’re shipping. Nobody else is (in America) for battery electrics at that scale.
That doesn’t port perfectly to robotics. But it’s a good enough fit to give them, at the very least, a seat at every auction.
(Tesla also has cheap acquisition currency in its stock.)
How does it square up with being most reliable vehicles according to consumer reports?
Or Hyundai EVs breaking down 10x more often than worst ICE cars according to ADAS.