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Musk’s leadership decisions illustrate a consistent theme: picking a direction and obsessing over it is essential. If Tesla’s resources are diluted across too many initiatives, they risk losing sight of their competitive edge—especially in the burgeoning fields of autonomy and AI. The pursuit of the Robo taxi presents a game-changer, lending itself to massive scaling once the technology matures.
This divergence in strategy also raises practical questions. As Musk pivots toward AI-driven solutions, some argue that this could lead to missed opportunities in conventional automotive markets. Skeptics posit that without a sustainable foundation in EV models, Tesla may find itself struggling, particularly as new competitors emerge rapidly in the automotive landscape.