That's why I think the Optimus thing might make sense from a 'market cap' perspective. Tesla is great at innovation and ramping global manufacturing for new tech. Ten years ago, that was EVs. But now EVs are becoming a commodity and every other car company is catching up.

I do think 'self driving' is still their 'moat' when it comes to EVs. I use it every day, and nothing else comes close. But other than that, building EVs is becoming a cut-throat slim-margin business. I don't think that's where Elon, or Tesla employees, want to spend their energy.