Part 3/12:
Following these technological wins, the market sentiment has shifted. Bulls, exemplified by Ark Invest, responded decisively by increasing their Tesla holdings amid recent stock dips. They see these breakthroughs as validation of Musk’s broader vision—an ecosystem where AI, robotics, and space technology converge.
Conversely, skeptics and bears have intensified their pessimism. Elon Musk responded personally to a post comparing the expected specs of Tesla’s Cybertruck versus competitors like Wewo. Musk highlighted Tesla’s economies of scale and proprietary technology, claiming that it's exceedingly difficult for rivals to match Tesla’s cost structure and technological architecture. This stance signals Musk’s belief that Tesla maintains a formidable competitive moat.