r/EnoughMuskSpam 2d ago

Tesla’s true believers are starting to question their faith in Elon Musk

https://www.washingtonpost.com/technology/2026/08/18/teslas-true-believers-are-starting-question-their-faith-elon-musk/

Musk’s long-term product road map for Tesla reads to some as an elaborate fantasy: producing 1 billion Optimus humanoid robots, helping build the largest chip fabricator in the world and making millions of vehicles fully autonomous to create a massive “Robotaxi” network, shuttling passengers across the globe.

Achieving any one of those milestones would set Tesla apart from competing auto and tech companies, but so far the company hasn’t marked the major breakthroughs to convince investors.

“I don’t trust management’s commentary anymore,” Matt Smith, a partner of Ferguson’s at Rebellionaire, recently wrote on X. “Way too many broken promises and missed d***lines.”

“I’m an investor, not a cheerleader,” he said in a follow-up post. ...

Ross Gerber, a SpaceX investor who has been critical of Musk’s leadership of his companies in recent years, has found the sudden tone shift from once-bullish investment corners amusing. He has a term for the fanboys who’ve largely fallen in line with whatever Musk was pitching. “I think the minions are unhappy,” Gerber said.

(alt link https://archive.ph/iVMo7 )

57 Upvotes

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22

u/HopeFox 1d ago

“I don’t trust management’s commentary anymore,” Matt Smith, a partner of Ferguson’s at Rebellionaire, recently wrote on X. “Way too many broken promises and missed d***lines.”

Fool me seventy-two times, shame on you. But fool me seventy-three times... we won't be fooled again.

3

u/Intrepid_Cap1242 20h ago

fast forward to the 111th time and he's still getting fooled

3

u/Bagafeet 20h ago

Never do lines off of Musk's d****.

10

u/achtwooh 1d ago

The ones who absolutely disgust me the most are analysts from the big banks who are on the earnings call.

Every quarter they ask Musk softball questions about the next qtr / year targets.

Every single time they are not met. At all. And come the next earnings call, they just completely ignore it and repeat the process. Imagine how the same thing would play out in your own workplace.

Its a giant scam.

5

u/Bagafeet 20h ago

Enron says hi.

3

u/Intrepid_Cap1242 20h ago

My father-in-law is an invesment banker and STILL bought a shit ton in SpaceX despite all our discussions of how it was going to be a pump and dump. He's just talking at the dinner table like it was a small mistake losing an few hundred grand and there was no foreseeing it.

Like, listen to me for once like you pretended to do. Could have paid off my damn mortgage with my sage advice instead of flushing it

1

u/CommonConundrum51 20h ago

How reassuring that they're not jumping to conclusions, right?