When Tesla got started, full EVs were extremely niche. They were known for their short range and nothing else. Tesla defeated common sense. This is what supports their anti-common-sense stock price.
Tesla as a car company seems dead-set on a continuous downward spiral.
Maybe the switch to robots will pay off and you'll be right. Somehow, I'm skeptical.
If you equal Elon to Tesla then there are plenty of - SpaceX dominates near-earth orbit payload launches. A private company competing against and replacing NASA would have been a laughingstock idea 30 years ago. xAI made competitive SOTA models despite a very, very late start.
Of course Elon isn't Tesla. I think the biggest risk of Tesla now is the investors realizing he's more into AI and politics and will siphon resources from Tesla to his other companies.
SpaceX is essentially the same kind of commercial provider as always, except that they didn't sit on laurels of 1960s ICBM work, and among other things built their own additional infrastructure.
... But remember they were explicitly early financed to do that by DoD and NASA.
No-one (serious) thought there was a market for the cybertruck.
The stock price is pure madness, it's like it's priced in robotaxis, but that's clearly not going to happen for Tesla. And if it did, it would be a small-ish market, their brand has become toxic in so many big markets.
If they'd hit the price and performance of the launch announcements they might have. $40k base for what he initially talked about is a vastly better proposal than $61k base for what he actually delivered.
Definitely not. Car electrification was definitely not obvious, and Tesla had to do many semi-impossible things to make it even slightly feasible.
Good for them as a company, thats why they are still here.
And now? Everyone builds EVs, everyone is as far as Tesla or better.
Even the old school companies like BMW have now more models than Tesla and the Cybertruck was expensive to build, build badly and did not deliver what Elon the druggy and antidemocrat Musk promised.
The first electric car predates the 20th century. That seems pretty obvious.
The problem was always batteries and charging infrastructure. I wouldn't call these semi-impossible, but it's something Tesla definitely contributed significantly to.