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Tesla seems to be losing the plot.

They were laser-focused, and executed beautifully, on sustainable energy through beautiful EVs and innovative solar products. It's clear that they think that this mission is no longer profitable and that betting the farm on tulips [^0] is the only path to their survival.

Their latest Master Plan is so telling of this. You can tell that Elon wrote the first two plans. They were proud enough to post them on their website, even. The third was some IR-fluff on autonomy, and their latest one looks LLM-generated and says a lot without saying anything. It's also not on their website, which is odd.

I love our two Teslas. They're incredible cars, and FSD (which was always an aspirational name, and it's depressing to see them walk back on those aspirations) has no other in the market. Shame to see them spiral.

[^0] https://en.wikipedia.org/wiki/Tulip_mania. s/(t|T)ulip/AI/g. Like grandpa shirts and 90's running shoes, what's old is new again.



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