alt Hacker NewsThe problem I see is with focus. Elon/Tesla seems to go after the next big thing every couple of years without a real plan.
I'm surprised that the markets have given Elon the amount of slack he's gotten. Once you merge Tesla into SpaceX, what's the plan? Tesla can't seem to roll out new vehicles with different body styling. Is robotics or AI the next big thing? What will happen to their car business? Will it just be CyberCabs? Will they become a mobile phone carrier?
The list of questions goes on and on. All this feels like a YC company looking for a new line of business because they just figured out their current line of business isn't all that great.
Replies
Neuralink brain uploads! Preorder now for immortality!
The line of business is fine. Tesla & SpaceX both make things people want. Neither cars nor rockets are being disrupted by AI. They could achieve good-to-great growth under stable, full-time, drug-free management. But if you feel you need a large amount of capital and you want to retain control of SpaceX and Tesla, bolting these startups onto them is a way to double down. It's just a shame to see those existing things get torched.
I think it’s pretty obvious: sell the machines that replace humans as AI improves, and be ready to run that AI at massive scale.
First off is robotaxis and semis (99% of highway driving and 80-90% of city driving driver jobs have been very effectively replaced right now by machine, look at Waymo if you don’t believe Elon), and then Optimus for stuff that needs hands, like warehouse workers or other low-skill “move heavy things from here to there” jobs.
My six year old Tesla 3 just drove me from Vegas to LA, door to door, without me having to give it any control inputs. Not a lot of people seem to be paying attention to how good it is now.
I imagine Optimus will be a really big deal once they get it working as well as Teslas drive.