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WarmWashyesterday at 8:33 PM3 repliesview on HN

Optimus is a longer horizon promise that allows Elon to keep kicking the "can of untold profits" down the road. Tesla car hype has fizzled, robotaxi is currently fizzling, so the new promise is optimus. Elon sells dreams and visions, not really products.

Tesla absolutely cannot keep it's valuation without a promise for it's delusional stock holders or actual massive revenue streams.


Replies

rvnxyesterday at 8:35 PM

This it could be the real strategy. Because the more credible promises you make, the more valuable is your company. If sales of cars are spiraling down, then what promises remain there to keep valuation ?

5o1ecistyesterday at 9:51 PM

Accuracy.

> Elon sells dreams and visions, not really products.

Do you want me to pull out a list, or can you google it for yourself?

Sure, he also sells dreams and visions. Sure, all the dumb money is going to regret it once the smart money dumps on them.

Yet, claiming he doesn't really sell products (and or services, which he also does) is absolutely ridiculous.

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calmwormyesterday at 8:52 PM

The hype to fizzle cycle is shortened with each new dream and approaching zero, which is the true value of the company.