The most optimistic sober analysis says they won't need more capacity for years. Then Musk said they don't have enough talent to build both platforms. Is Musk really saying Tesla is incapable of building two existing models at the same time? Astonishing.

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It has been a good investment to own TSLA and SPCX over time, so there is perhaps an argument that he says whatever he wants, and one just has to trust the master plan. I think this presumes too much good faith that he views his public shareholders as part of his plan, and they aren't also pawns. But one can't argue with his track record so far, either. That's what makes his companies a hard call for investments. Good luck.


Musk sets high goals and doesn't always deliver on time, or at all, I think this has become obvious to everyone.

In the case of the Cybertruck, he hoped to get the cost down so that he could sell it for as low as $40,000, with volumes of 250,000 a year, and that clearly didn't work out, for whatever reason. They sold 39,000 in 2024, 20,000 in 2025, and will be lucky to sell 16,000 this year, at much higher prices. It just didn't work out, partly because with the low volumes, full automation of the line (driving down unit costs) never made economic sense. And as a bonus, they need more space to build more Cybercabs, and they can reallocate staff to that line, where margins are likely to be much higher.

Sounds like a sensible pivot, for a company that wants to move away from car manufacturing and focus more on AI, including physical AI with cars and fleets of self-driving cars, personal robots, high volume US microchip manufacturing (Terafab) and solar panels for space. It doesn't make sense to use good people to build cars that are in its legacy business, for a product that is losing money, when you can use them to build things that are working better or have a more promising future.