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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (1569163)	10/31/2025 5:10:06 PM
From: Eric	Respond to of 1570275

T I pretty much agree. Storage is taking off for them but the devil is in the details. Where do they get the vast majority of their battery cells? For storage? Their BEV's? China Robotics? I'm already laughing... E

To: Tenchusatsu who wrote (1569163)	10/31/2025 5:36:11 PM
From: combjelly	2 Recommendations Recommended By pocotrader Tenchusatsu Read Replies (2) \| Respond to of 1570275

It pains me to say it, but Musk is essentially creating a Ponzi scheme. With the Model 3, the company tried to transition from a boutique manufacturer, to a mainstream car company. And the chances were good, but even with a competent CEO with a manufacturing background and a laser-like focus, it is a tough slog. As an autist, that laser-like focus is pretty common. But so is the tendency to butterfly from one shiny object to another. Keeping a lot of balls in the air takes a great deal of skill and smarts, but there is a limit. And Elon passed that point a while back when he took over Twitter. There is an overlap between AI, robotics and automobiles. A social media platform, not so much. SpaceX is a better fit, but as with what is now X, there are a huge number of differences, too. Especially anything having to do with regulations. Tesla is at the point where things aren't as exciting any more. And his vision is no longer resonating, cue the Cybertruck. And the Cybercab is what Tesla should be pursuing as the Model 2, assuming they could actually manufacture them in the numbers needed for a lowend, mass market model that the Model 3 was supposed to be. His vision of huge fleets of these things that would also double as peaking storage for the grid was fanciful, but would involve yet another detour into a vastly different market. The man clearly got way too deep into Simcity at some point in his life. Turning Tesla into an AI/robotics company is Musk trying to bulk up his Tesla shares by painting a bright future with unicorns and rainbows, so he can fund his other dreams instead of finishing what he has started. He has intertwined his various companies into a house of cards, though. If everything goes as he thinks it will, he will be golden. But if one of his companies stumbles, and he can't cover it up by having Tesla buy it, Solar City anyone?, it could bring the whole thing down. Multi-industry conglomerates peaked during the 1970s, along with rigid, vertically integrated companies. They have been whittling themselves down to their core areas ever since. Because agility has become almost as important as marketing and brand loyalty. Musk is trying to bootstrap such a conglomerate. Which might turn out to be brilliant, but the returns so far are not promising.