Tesla’s R&D has been shit for years. The value it brings to the table is mass-manufacturing expertise.
Tesla can bomb the robot for a while. As long as it keeps its plants online, it can buy or partner with one of these guys with its manufacturing platform (and political connections).
Not a bullish case. But also not a death knell.
I don't see how that squares with the ramp-up and QC issues that are well-documented at this point.
They’re shipping. Nobody else is (in America) for battery electrics at that scale.
That doesn’t port perfectly to robotics. But it’s a good enough fit to give them, at the very least, a seat at every auction.
(Tesla also has cheap acquisition currency in its stock.)
Or Hyundai EVs breaking down 10x more often than worst ICE cars according to ADAS.
https://www.consumerreports.org/cars/car-reliability-owner-s...