(+) Except for the battery, but that's a very long term battle with very tiny steps.
Controls as simple as the door handles are unintuitive, with the handle apparently being the emergency release that doesn't lower the window (for who knows why). You have to brief your passengers on egress like it's an airplane.
EVs might be a solved problem, but Tesla is still fighting their own additional layer of complexity that they added on top. The added subscription nonsense makes him look like a fool for having bought in, something I am definitely even more reluctant to do now that I've seen it play out.
I wouldn't dump millions into a custom GPS solution for that 1 time out of 1 million someone drives a car without a smartphone. Especially when that GPS system is guaranteed to be worse than Google maps and not as well supported.
If someone else drives your car they can connect their phone. Which is an improvement, because now they have THEIR music and navigation. See, it comes with personalization out of the box and automatically!
We don't need 1 million different applications that we have to try to integrate together. Just let me connect my messages, my GPS, my music player, even my calendar. Personally, I could give a rat's ass how fancy Tesla's interface is or GM's. It will always, always be second best to what's available on modern smartphones.
I use my car's GPS nav over my phone's because I don't notice being appreciably worse for navigating, but I do notice the ads on Google Maps being appreciably worse than the lack of ads on my car's nav system.
Also doing nav on my phone thrashes my phone battery.
Whether you like this or not, who cares? The pace of improvement in Tesla software compared to any other manufacturer is astonishing, and astonishingly good.
I have no love for the CEO, but my Model Y is a very interesting (and intuitive) car.
I caught a ride with a friend in a Tesla, and when we stopped I opened the door - like a human being operating a century-old piece of technology - and he looked at me like I was crazy, and told me not to do that.
Truly, a bonkers decision.
I didn't care, I still tested it out the day I picked up mine to see where the manual handle is and make sure it works, because just a couple days earlier two people had gotten trapped in a burning Tesla, were unable to figure out the mechanism, and died.
I don't think that is what is happening here. Instead, Tesla is continuing the strategy that brought them to this disaster of going all in on driverless. That isn't a bad strategy, but if they get the timing wrong a third time, they destroy the company and they have gotten the timing wrong on this twice already. This strategy has two downsides:
1. AI has no real moat and Tesla has largely pursued commodity sensors, meaning that other than EVs+battery tech (which Tesla appears abandoning), robotaxis have no hardware or software moat.
2. They could use network effects to win, in which case their competitors are not other car companies but Uber and Lyft. Uber has been pursuing the same long term strategy at Tesla.
Now by itself, going all in robotaxi, is risky but could work if they time it right. Tesla isn't going all in on robotaxi since they are splitting the effort between robotaxi and Optimus robots.
It is likely that the experience Tesla gets with Optimus robots will help other robotics companies, but unlike robotaxis where the timing might (but probably won't work), the timing is clearly isn't right for Optimus.
It seems like the motivation here is that Musk is aligning Tesla to a narrative that justify the absurd stock price, even if that narrative isn't reality.
Since Tesla stock has always been 90% based on the narrative, the narrative is the reality (and the product) of Tesla, and the actual machinery made and sold are just props and decorations to create the impression of it.
Maybe they should rebrand themselves as poTemkin: keep the T logo and the mysterious Slavic vibe, while shedding the pretense about what they're about.
Won't affect the stock anyway. Everyone knows the company is overvalued based on promises and perception alone.
Everyone's just betting on the charade going on one moment longer than their hold on the stock.
If you squint, the Cybertruck is shaped like a pyramid on wheels, which couldn't work any better as a visual metaphor for the enterprise.
Automotive industry versus tech industry.
What advantage do they have over CATL, BYD, and LG?
CATL batteries perform better: https://electrek.co/2026/01/06/catl-ev-batteries-significant...
CATL is rolling out sodium ion batteries: https://electrek.co/2026/01/23/ev-battery-leader-plans-first...
CATL, BYD, and LG are developing solid state batteries. Everyone is.
> It is likely that the experience Tesla gets with Optimus robots will help other robotics companies
Why? Other robotics companies have been doing it for longer. Is Optimus better than Atlas:
> Why? Other robotics companies have been doing it for longer. Is Optimus better than Atlas:
Atlas costs about half a million dollars, targeting a price tag of $160,000 once mass produced, and assumes the user will be able to do some maintenance.
Optimus is targeting a price tag of $30,000, but probably costs around $80,000 to produce. It is plastic, it is cheap, it doesn't work.
Atlas is better than Optimus but all measures. The advantage of Optimus so far has been, the mass production-->usage until failure-->improvement cycles that are already underway. Tesla is, as an extremely high cost, slipping on every single banana peel first and this is clearing a path for other companies to learn what doesn't work when you switch from functional over-engineered robot to barely functional robots that can be mass produced.
Telsa isn't alone in this space, but they investing a lot and trying to cut corners. So much of engineering is learning the corners you can cut and the corners that cause a battery fire after 8 weeks of use.
This is a very wrong way to tell the story.
Tesla + Panasonic were the first to commit to a massive factor car cells with very advanced chemistry. But this advantage didn't hold long as the model was soon copied.
And at that point, when that investment happened Tesla did actually not have 'a massive amount of capital'. And Panasonic also didn't, and even more so, Panasonic didn't want to go all in on batteries. As they were a company from Japan that still believed in the Hydrogen future.
By the time Tesla had serious capital, the other battery companies had long shot past Tesla+Panasonic and it wasn't even close.
Claiming that Panasonic and Tesla can win now is just silly and based on nothing.
Tesla was actually pretty clever on this and invested rather a large amount in their own battery supply chain. And they spun up a whole battery supply chain pretty quickly. But arguably they were a bit two ambitious. Musk really pushed the boundary with the cells, introducing or trying to introduce a lot of things that were hard to do and simply took time. They should have started more conservatively first and only tried to innovated once they could match the other companies on the standard process.
There was no chance for them to be a massive battery supplier to the outside, but making their own batteries for their own cars and getting better margin then all the other companies was well within the cards. And that by itself is a win.
But overall their battery strategy wasn't really the problem. They did a lot of good things there. And things that can pay off over time. The problem was to much investment in stuff other then batteries and their car models. The most important thing for them was to have growing volume every year. Work on manufacturing improvements and fight on margins.
But as you say, I agree the focus on driverless was a mistake.
The battery progress is more an accidental discovery than research problem alone.
I think people are frustrated because Musk has been pretty up front that Tesla only exists to further his goals for Mars and robots. He doesn’t actually care about selling cars.