[TDoS]

Typical Musk promotion: large numbers, ambitious timelines, and eye-watering projected economics presented ahead verifiable executable possibilities. Not vaporware, but the article offers no evidence that the deployment can achieve the projected $800 million in annual revenue and become a actual commercial success.  Glowing claims without evidence convince when the glow is bright enough.

Well...true...but a one sided perspective. On the other is someone who maneuvered daddys small initial investment into technical accomplishments beyond the reach of entire countries.  Does he oversell and underdeliver sometimes? Sure. Does he do things that were once unimaginable and make them mundane? Yup.

How many times has ANY government launched a rocket, which offloaded its cargo in space, then landed it on water on the other side of the planet...where it tipped over...and became a boat! In 2025 SpaceX put 90% of all global mass into orbit. When a single company can outdo most nations in terms of high tech space flight, well, maybe it does come ith overexcited claims of profitability....but no one can deny the accomplishments of a single company and whatever type of person it took to make it happen.

[TDoS]

Currently, the FSoA truck fleet is less  than 0.5% electric.  They're not gonna get EV Big Rigs replacing the fleet in the next 2 months.

True. But it sure might get 0.5% to 5% in a far shorter time period than otherwise. And, again like Elon's rockets, once the advantages are made clear at a higher price point, said price point will change. To be lower. And presto...market disruption. Just like EVs in Australia right now. And that disruption has already hit my household, and isn't stopping anytime soon.

If Elon's EV trucks are as successful as his Robotaxi Rollout, it's gonna be a long time before we see Teslas delivering groceries to Kroger.
RE

If Elon's EV trucks are as successful as his rocket company, there won't be any long haul diesel powered rigs on American interstates in a decade. The results that man can and has delivered have already changed entire industries...unlike those who claim...and fail. He has claimed, and succeeded before. Been an absolute moron and scumbag personally, but I imagine the robber barons of the early 20th century weren't much different.

[RE]

SEEKINGALPHA.COM 2026-09-14

Tesla: The Cybercab Failure Is Worse Than You Think

The Cybercab launch was the catalyst that was supposed to justify Tesla's valuation, and it delivered almost nothing that investors could measure. Instead of a fleet expansion plan, the company got a federal investigation, while its main competitor keeps adding cities. Meanwhile, the car business is heading into a tough Q3 comparison, and discounts are already back in China.