45,264 karma · joined July 8, 2009
Previously: Physical Intelligence (robots), Meta, Google, Microsoft
My blog: https://james.darpinian.com/blog/
https://x.com/Darpinian
Creator of See A Satellite Tonight: https://james.darpinian.com/satellites/
Based in Palo Alto
Cybertruck is a flop, no argument there.
The reason Tesla hasn't scaled further is that a few years ago they pivoted in strategy and are no longer heavily pursuing the consumer market with new models for personal ownership. For better or worse they are all in on autonomous fleet vehicles and Optimus. The pivot was probably a few years too early. Many think it'll never work and I'm sure you're among them, but time will tell.
Tesla isn't afraid of Chinese competition. They compete directly with BYD in China and win. Model Y outsells any BYD model. All other US automakers, on the other hand, are terrified. And for good reason.
Meanwhile, Tesla is still making a $25,000 EV. It's just not designed for personal ownership. Tesla is betting on autonomous fleets as the future of cars. But they're still electric. Shared fleets would be way more efficient than personal car ownership, so this is even better for the climate, actually.
And they're doing Semi and Megapack and Superchargers (open to all EVs) too. They're doing their own battery R&D at their own battery factory, their own lithium refining, their own solar cell production. Honestly ridiculous that you would try to paint Tesla as some kind of climate traitor.
It's OK, dude. We've all been there. You're in good company with Masayoshi Son on this one.
> karma: 191021