Lie to make the stock go up, as per usual.
This is what I was talking about in the P&N thread: separating out personality & politics from business, Elon's core skill is as a
Hype Marketer. He is also
very skilled at investing in long-term money-making business systems, and because everyone playing the game wins (board, shareholders, etc.), the hype machine
continues to roll, similar to Bitcoin, and the business has a short memory for personal & political fumbles when money is involved (note that this isn't a for-or-against statement; just an observational judgement). They key cash cows for never-ending revenue
really being:
1.
Satellite Internet (Starlink Internet for home, Roam, boats, etc. & T-Mobile cell phones)
2.
Charging network for cars (pretty much
everyone uses NACS at this point)
3.
AI for government (getting integrated everywhere)
The hype-forward cycle:
1. Electric cars (RIP S & X)
2. Full self-driving (TBD...)
3. Roadster (TBA..._
4. Cybertruck (incredible technically, but a design & politics flop)
5. Robo-taxis (ish) ~2026
6. AI (...issues) ~2026
7. Robotics (neat Youtube demos??) ~2026
What I'm curious about:
1. Will people really adopt Grok over ChatGPT? The government
is already doing so
2. Can Tesla
really compete with China on robotics? I just got into business robotics last year (which is SO COOL!!) & China is 🔥🔥🔥
3. imo FSD
needs LIDAR. But they
do have 500 Robotaxis out...
4. What are they going to do with the CT? Middle Eastern sales? Government & Elon company business vehicles? I love the CT, but to me, the current version is marred to the point where it's not worth owning one (cost too high, fell short on features, public & political branding, etc.)
