Elon Musk says ‘don’t forget about my robots’ as Roadster, Semi, Cybertruck deadlines slip
VergeSEP 2021
The Spin
Narrative A
This is classic misdirection by Musk, who's using the long-term prospect of a humanoid robot replacing human labor to distract shareholders from major production delays with Cybertruck, Semi and Roadster.
Narrative B
The call affirmed the longterm investment thesis behind Tesla, which is set to increase its sales by another 50% this year despite facing the same supply chain challenges plaguing other car manufacturers.