Perhaps if they had delivered a cheaper Tesla instead of a robotaxi that nobody asked for, won’t meet the needs of 90% of people wanting a taxi, and isn’t anywhere near ready to operate on public roads, the market would have expanded.
How about instead we offer you a $100k "truck" that can't do basic truck things, misses every single claimed feature, and has such poor basic engineering competency that it had at least one whistleblower?
My prediction is that Elon will be forced out of Tesla one way or another and then the company will quietly release a truck that will look vaguely like a Model S, but truck shaped and sized. It will be popular.
CAN Tesla still design cars? They haven't done so in like a decade.
Also Tesla cannot force Elon out, the stock would crater so bad. Also the board is 100% in his pocket, did you not see the nonsense with his "pay package"?
The main reason stock would crater so bad is that Elon is amazing salesman of shit he doesn't have and shit he has that doesn't work. His replacement would have to be just as savvy of a "salesman" to sell investor on "robotaxis" and other BS that leads to such an evaluation
I mean, it's not even like they have "delivered" a robotaxi, they have announced it and done a very controlled demo, but things they have announced in the past (like the new Roadster) have just not materialised, and their promise of full unsupervised self driving "next year" for the last seven or so years is now infamous...