https://www.cnbc.com/2026/01/29/musks-20-billion-spending-plan-signals-tesla-of-yesterday-is-gone.htmlThey are eliminating two legacy models, after years of neglecting to refresh them. They are putting that plant to work building robots. And doubling-down on autonomous driving. And they apparently want to produce their own chips.
Automotive competition is coming on hard, and they seem set on side-stepping that challenge. Making their own chips makes certain sense, but will take a long time and is not guaranteed to succeed. It is not that different from them choosing to build their own battery facilities.
The robots? I can understand building industrial robots for specialized automation demands. But, household humanoid robots? Sure sounds like another wacky Musk fixation, that has no real market, like the Cybertruck.
Who is really going to buy these things? I have more of a smart home than probably 98% of people, and would never buy such a thing.
