We've been through it over and over. "Tesla is not a car company it's a X company" where X is the current trending theme.
replySo far, Tesla has been a blockchain, energy, robotics, and now a compute company.
Neither was reuse of rockets and I remember the ex-boss of Arianespace laughing at those bozos of SpaceX who try to pretend that they are a serious space business.
replyMusk made some bad bets, but also some good ones (Falcon rockets, Starlink) and some at least promising ones (Starship, Neuralink). And Twitter bought him enormous political influence - I wouldn't consider this a failure either, from the realistically-cynical point of view. That cannot be measured by revenue alone.
Twitter was a "success" for musk sure, it was also a catastrophic failure for the rest of western civilisation.
replyMusk has been coasting on his successes from 10+ years ago. He has nothing good to offer anyone in 2026.
For most of his sucsessful ideas he had sophisticated investors, VC's, to judge the idea and take the bet(at an early stage).
replyWould any VC(one without a conflict of interest) invest now, for the long term, based on those visions?