On 14 May 2024 at 10:35, Rush via EV wrote:

> I think that anybody having any knowledge of how a business is conducted
> would say that 'yes, profit is a good thing'.

Let's restore the context:

> AND still make a hefty profit on each car 

As I understood it, and someone correct me if this is wrong, the original 
Tesla "master plan" was to get to mass market EVs.  They'd start with 
building luxury EVs for rich people, and use the presumably *hefty* profits 
from that venture to design and build EVs for the rest of us.

That plan was written a long time ago - maybe 2008?  Again, someone please 
help me out here.

The Model 3 was introduced 7 years ago, in 2017.  That was real progress 
toward affordable EVs, 9 years on from the master plan's inception.  Not 
bad.

Is that master plan still their guide?  If so, what progress have they made 
on it since?

Not the Model Y (2020).  It's more expensive.

I'm pretty sure it's not the Cybertruck (2023), either.

It seems that since 2017, Tesla has gone into reverse on their original 
master plan.

Their recent investor call suggested pretty strongly that they're going to 
start using their EV profits less to develop EVs, and more to develop AI, 
autonomy software, and robotaxis.

Their recent layoffs seem to confirm that direction.

What do you think of this?

Is it a good thing?

Is it likely to be permanent, or is it just another Elon Musk shot-from-the-
hip that he'll change next month or next year?

David Roden, EVDL moderator & general lackey

To reach me, don't reply to this message; I won't get it.  Use my 
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