The usual point is that to "justify" Tesla total valuation they can't just be an automaker.

Almost seems like the valuation is the problem then, not being in the business of selling cars.

Yeah nothing about my Tesla is mature technology. Every update is a couple steps back. Every design revision is cost cutting and feature removal (in the name of simplicity of course). We still don’t have auto wipers that work.new still don’t have rear cross traffic alerts when backing up. The cars are laughably bad at parking themselves still. Tesla made a slightly polished MVP and stopped there.

My former boss who owns one once had to have their service person come up to Green Bay from Chicago (about 3 hours) because his stupid door handles wouldn't extend and he was stuck at a grocery store.

> Yeah nothing about my Tesla is mature technology

Do you honestly believe the battery, charging, inverter, motors and drive train are not mature tech?

I mean, both of Musk's endeavours after Paypal, that is, Tesla and SpaceX- were incredibly high-risk bets with the goal of opening entirely new markets where there was none (ev cars and private space launches). At the time Musk was justifying his choice of investments with the idea of doing something new and important for humanity (transitioning out of fossil fuels and colonise other planets)- but in any case it's clear that he wanted to work on something cool and that his choices were not driven primarily by a rational money-making strategy.

Fast-forward to 2024, while SpaceX is still delivering science fiction, Tesla is now an EV automaker among many- you can buy EV cars from any automaker and there is a deluge of cheap brands coming from China. Is Musk interested in owning and running a regular car company? I don't think so. I think he's desperate to find something else that is cool enough and incredibly high risk and high returns. Maybe using the capital and infrastructure from Tesla itself- and humanoid robotics seems a good candidate.

Well said. Tesla seems to struggle with things that other manufacturers find easy. The Model T had three floor pedals. The Cybertruck only has two.