Elon's empire check: Robotaxi done, but Terafab and Optimus still need heavy innovation

JOBhakdi · x · 2026-08-27

Responding to the view that Musk's businesses now have enough inertia to succeed without him, the author offers a layered take: Robotaxi and terrestrial buildout are done; AI satellites and Starship still need more Musk input; Terafab and Optimus remain in heavy-duty innovation mode, with Terafab being much harder than it looks from the outside.

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