The success of Tesla is largely tied to the fact that Elon bet the farm on what he believed the puck was going while most automakers where very cautious.
The market has changed, the brand is not as strong (and even considered toxic by many) but more importantly Chinese automakers are eating this market on all fronts.
Now, moving to robotics and AI is a different story, Elon is following the puck and is Tesla is already quite behind, and again China is in pole position.
Besides, this is an even riskier bet than EV in practice, the AI hype is stalling and many are predicting a loud pop of the bubble.
Also, the technology behind humanoid robots could take a very long time to become useful.
The market has changed, the brand is not as strong (and even considered toxic by many) but more importantly Chinese automakers are eating this market on all fronts.
Now, moving to robotics and AI is a different story, Elon is following the puck and is Tesla is already quite behind, and again China is in pole position.
Besides, this is an even riskier bet than EV in practice, the AI hype is stalling and many are predicting a loud pop of the bubble.
Also, the technology behind humanoid robots could take a very long time to become useful.