alt Hacker NewsI mean the short answer is that it doesn’t temperamentally suit him to do so.
Maybe a mid length answer is if you agree with his assessment on say humanoid robots in terms of market and you believe they might have a geometric growth factor in production (eg robots can make more robots) then you’d want that business build out done by a team that can scale rapidly.
For fabs spacex and Tesla are significant consumers of the output- vertical integration is preferred by lots of companies.
> I mean the short answer is that it doesn’t temperamentally suit him to do so.
Correct, and I think having a CEO who's totally unaccountable to a board and is temperamentally unable to focus on his core business is not good.
SpaceX and Tesla are nowhere near large enough consumers to justify vertically integrating a fab. The demand is predicated on Optimus producing millions of units per year.
This circularity will probably end up being seen in retrospect as so transparently absurd that it'll beggar belief that anyone accepted it.