They have to move out of the EV business. Their shareholders have eyed up the big potential returns from optimus/cybercab/next-moonshot and valued the company sky high as a result.

When you have a sky high valuation, spending capital on something that just gives steady returns is a net negative for everyone. You have to put all the capital into the moonshots.

It’s pretty absurd to base such a high valuation on things that don’t exist. Not only do they not exist, they’ve missed every deadline put out by Musk for over a decade. This is where you put the CEO in prison in a functioning society.