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by stackghost 160 days ago
>If these bets don't pay off, Tesla needs a fallback

Good news! No matter what Tesla does, Musk's orbiters will tell you that Tesla isn't a <thing they currently do> company, it's actually a bet on <future, tangentially-related thing>.
1 comments
valianteffort 160 days ago
Well it kind of is. Tesla are not coy about their plans of moving away from selling consumers personal vehicles. If you think cybercab can eat any significant percentage of Uber/Lyfts lunch there is value.

It takes a lot of hubris to throw away ostensibly worldwide EV dominance. And selling Americans on giving up car/independence culture when compared with Europe or Asia will be tough.

They will undoubtedly crush in the robot and energy space though.

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stackghost 160 days ago
>It takes a lot of hubris to throw away ostensibly worldwide EV dominance.

This was never a possibility to begin with and only Musk cultists thought it was.

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