This is why the market clearly does not care about the news about Tesla sales and it was likely priced in.

But again, feel free to zoom out of the Tesla chart.

1) looking like Tesla is easily two year, probably more behind everyone else

2) the others are seeing real SOTA performance ... and are not planning products because they think it won't work, or at least not yet

I must say ... really reminds me of the Tesla autopilot situation.

And I'd add 3) the really impressive robots, ie. the ones based on Boston Dynamics, are not based on ML algorithms. They are augmented by AI, not running actual AI algorithms in the control loop. The founder was an electrical engineering professor who moved into a CS direction (you know the sort of person who insists not just writing control loops in realtime, in assembly, but actually develops custom hardware for those algorithms. And I don't mean FPGAs or DSPs, I mean actual circuits)

So the entire approach of Tesla (and a lot of other startups) could be very wrong, and could very well be 5 theoretical breakthroughs removed from being feasible.

It’s really hard to do sarcasm online in a way which is clear, still funny, and doesn’t normalize beliefs you oppose or make it easy for people to dismiss you with the “both sides” fallacy. It’s been a staple of internet humor for decades but I now think that was a mistake.