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iandanforthyesterday at 10:54 PM3 repliesview on HN

The crucial thing is that Tesla's valuation has the hype projects baked in. The fact that it never delivered self driving or a robotaxi fleet and is now being saved solely by an import ban on Chinese EVs means that any success he had with Tesla is now an illusion.


Replies

qaqyesterday at 10:57 PM

Yep but again that does not qualify as never delivered on anything.

tuckwatyesterday at 11:09 PM

I don't follow his promises but have seen first hand how far ahead Tesla FSD is compared to competitors in the consumer space. It's not even close.

This current announcement seems silly, though.

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dmixyesterday at 11:45 PM

> The fact that it never delivered self driving or a robotaxi fleet a

Once again pointing out Tesla has around 300 robotaxis running in 2 cities (Austin/SF).

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