Tesla on X: "master Plan Part Iv" / X

> Our first step was to make an exciting sports car—Roadster. Then we leveraged those profits to fund the development and production of more affordable, yet still exciting products—Model S and Model X. Then we repeated the process, bringing us to Model 3 and Model Y and onward.

And then the Cybertruck, don't forget the Cybertruck! The latest evidence of this grand "Master Plan" to further Humanity as a whole, right?

This scheme to pump the stock price by hinting on something larger than the company itself really gets old already.

I wonder where the company would be today if they wouldn't have diverted their R&D attention from mobility to humanoid robots some years ago...

> Growth is infinite

Tesla continues to lose market share in Europe. Is that part of the plan:

https://eu-evs.com/marketShare/ALL/Groups/Line/All-time-by-Q...

So when are they going to complete master plan [1], [2], or [3]?

Master Plan 1 in 2006: "1. Build sports car. 2. Use that money to build an affordable car. 3. Use that money to build an even more affordable car. 4. While doing above, also provide zero emission electric power generation options.".

Roadster for step 1. Model S is a luxury car and does not count as affordable. Model 3 maybe counts as affordable, so we can call that step 2. Nothing cheaper than Model 3 that is truly mass-market since Elon Musk cancelled the Model 2, so no on step 3. They do not offer meaningful solar generation, so no on step 4.

Master Plan 2 in 2016: "1. Create stunning solar roofs with seamlessly integrated battery storage. 2. Expand the electric vehicle product line to address all major segments. 3. Develop a self-driving capability that is 10X safer than manual via massive fleet learning. 4. Enable your car to make money for you when you aren't using it.".

Solar roofs were a scam that never worked as demonstrated [4][5][6][7] so no on step 1. They did expand the electric vehicle product line to most mass-marketable consumer segments, so we could optimistically call that step 2. If we take that to mean all major segments such as commercial vehicles (as they seemed to imply with their Semi) then that would be a no on step 2. Their vehicles are not capable of autonomous operation and continue to fail at even basic, straightforward roadway situations [8], so no on step 3. They double can not make you money as robotaxis while you are not using it as promised to investors and consumers, so no on step 4.

Master Plan 3 in 2023: "1. Repower the Existing Grid with Renewables 2. Switch to Electric Vehicles 3. Switch to Heat Pumps in Residential, Business & Industry 4. Electrify High Temperature Heat Delivery and Hydrogen Production 5. Sustainably Fuel Planes & Boats 6. Manufacture the Sustainable Energy Economy"

That is not even a Tesla plan. It is more like some kind of public policy analysis/proposal? They are not even meaningfully engaged in those industries beyond electric vehicles and have demonstrated no meaningful efforts to enter those industries in the two years since Master Plan 3 was published.

So after 19 years they have failed 2 of 4 steps in Master Plan 1. After 9 years they have failed 3 of 4 steps of Master Plan 2. After 2 years they not even begun 5 of 6 steps of Master Plan 3. And now they have whatever this Master Plan 4 is which does not even describe a coherent plan. At least Master Plan 1 and 2 were a actionable plan. This "plan" is just a rambling marketing puff-piece.

[1] https://www.tesla.com/secret-master-plan

[2] https://www.tesla.com/master-plan-part-deux

[3] https://www.tesla.com/master-plan-part-3

[4] https://www.latimes.com/business/story/2019-09-23/solarcity-...

[5] https://www.fastcompany.com/40422084/inside-steel-pulse-the-...

[6] https://mansionengineer.com/2018/08/10/elon-musk-tesla-and-t...

[7] https://www.reuters.com/article/us-tesla-solar-insight/insid...

[8] https://vimeo.com/1093113127/e1fb6c359c

Ok, so if they want "affordability"... how about some 0% APR loans, 0 down... for 500 FICO on a Model 3? Do it, you won't.

Put it into true normies hands. The ones who keep getting shitty ads on TV for bad credit products.

Ah, it's all still part of a big master plan!

Stupid me thought that this (CAR!) company is severely constrained by lack of leadership for over a year now, with the major goal being reduced to keeping shareholder-value inflated by all means necessary...

Here's me thinking that e.g. the EV Semi truck should be the next big milestone, and not some humanoid robot of questionable practical value...

Slop

The real master plan: Keep making regular announcements to convince fanboys to keep the stock price high. Announcements include: outlandish promises, staged demos, "master plans", and Robotaxi "launches" involving employees sitting in the passenger seat.

Don't forget to suppress negative articles if your FSD causes crashes, deaths, and near accidents.

This looks heavily LLM-influenced. Horrible compared to their first two Master Plans. You can tell Elon wrote the first two and that IR wrote the third. Honestly, and unfortunately, not surprising given the state of Elon and of the company.

Load bearing investor PR.

This "plan" seems more like a vision announcement compared to Master Plan #3. MP3 had a structured and quantified thesis, while this post offers few details. Wonder if they'll release a more substantiated version?

https://www.tesla.com/ns_videos/Tesla-Master-Plan-Part-3.pdf