Musk Touts Tesla's Humanoid Robot

Image copyright: Tesla [via The Independent]

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.


Public Figures


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