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by WaltPurvis 289 days ago
I believe Tesla bulls are banking on robots, robo-taxis, and other products. Surely nobody believes Tesla's consumer car business is poised to grow. (Given the history of under-delivering, etc., I wouldn't bet on Tesla dominating robotics or any other field, but as I understand it, this incentive package has no particular downside for shareholders.)
2 comments

What kind of robots? Factory robots? Androids? China has abt 3 android companies for every american one. It's also an unproven market. Android forms are not great at asserting force in any direction yet. Complex vision remains a problem, but will hopefully advance. Im not pessimistic, but the risk is enormous.
Android forms are purposefully...human forms.
I have not kept up- what does their industrial battery segment look like? That seemed like a market with huge growth potential, but maybe batteries are too commoditized now. Plus, supporting the renewable woke agenda.