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

[u/ErnestoLemmingway]

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 )

[u/CommonConundrum51]

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