He seems to suggest that the future is Cybercabs and Optimus.

But if Optimus ends up with a HW3 problem (current manufactured Optimus bots aren't autonomus yet because the software isn't finished) he'll have a pile of Cybertrucks and early-model Optimus units rotting in a field.

Personally, I just don't see it. If he merges Tesla and SpaceX it won't really be about cars or vehicle autonomy.

Their current stock valuation can't ride this uncertainty forever. At some point he has to have new products that work, no caveats.