I believe Tesla has lost its competitive edge - and I don’t think it will ever get it back. Musk has made big promises but delivered very little. His increasingly erratic behavior could end up dragging the company down. Meanwhile, the rest of the world has moved forward in every area Tesla has been focusing on, from EVs to robotics. In today’s innovation race, falling behind by even a few months can be fatal. In some respects, Tesla is already years behind.
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