Elon Musk Is Bored Of The Car Industry. That's A Problem For Tesla

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It is entirely possible that Tesla could kick off a new autonomy arms race for the 2020s. But it has to get there first.

There's a lot you can say about Elon Musk. That he has an outstanding poker face is not one of them. Astute Elon-ologists, and those who know him, can tell when he's bored.

But that isn't the reality we live in, and clearly Musk's heart isn't in this rather essential side of the business anymore. But in focusing on this robotaxi future, he runs the risk of neglecting the fundamentals that would underwrite the bridge to that future. Granted, it's not shocking that the guy who says he wants to make humanity into a spacefaring race is disinterested in matters as trivial as duking it out with, say, Volkswagen or Hyundai over market EV share.

 

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