[chipdart]

> Their take seems to be that while those technologies have a promising future, putting too much into them now threatens the entire company in the short term.

I don't think that's an accurate take.

What I'm seeing is increasing concerns that Tesla is even a healthy company capable of producing a decent classic car, and so far acting like a bottomless pit for resources thrown at a series personal projects that are moonshots that so far have been either failures or outright disastrous.

The cyber truck is an example, and so is Elon Musk's plans to force it to be a competitor for completely unrelated projects such as Musk's threat of creating an OpenAI competitor and even a Boston Dynamics competitor.

You have a cash cow that is drying out while being slowly and not-so-slowly milked dead, and is being killed based on a baseline of ill-advised personal projects. This is what scares investors.