| What you're saying about Semi and cybercab is what everyone said about S/X and 3/Y. https://www.wired.com/2009/10/audi-etron/ They might might fail, but I wouldn't bet on it. Also cybercab isn't out yet, so any discussion is premature at best. Cybertruck has been disappointing, but I think a big part of that is cost. They started in house dry 4680 cell/pack production a couple months ago, so we'll see how that goes over the next few years. Even with China subsidizing cell production and being dominant in the world market, Tesla is still at 150gwh/year compared to 200gwh/year from BYD. The big question is how the dry cell 4680 packs will perform and how well they can scale production if performance is adequate. FSD is always a year away, but that's generally OK as long as it keeps improving and there isn't a comparable product in their cost bracket. If someone leapfrogs them, they're done. If not, they might be able to roll everything up all the way through Optimus. |