Solar is race to bottom, very low margin competition with Chinese manufactures. Batteries will follow as well. And if that was really going great why did SolarCity get bailed out by Tesla money? I would have expected it to be a massive company as well.
Also, I never really understood robotaxis as something magical high margin business. It is also race to bottom operating with very thing margins. And probably only after huge waste of VC capital.
The way i can see robotaxis getting out of the thin-margin category is to ensure they have proprietary AI etc for the nagivation and safety.
This way, there would be a huge barrier for entry to any competition, and they can keep the price high.
And thus, i would want to see the gov't set legislation to prevent this from happening - the AI and navigation software must be made open (ostensibly for audit purposes...but it would be something that is hard to prove you've copied it?). After all, the thin margins of such a business means benefits to society at large.
Also, I never really understood robotaxis as something magical high margin business. It is also race to bottom operating with very thing margins. And probably only after huge waste of VC capital.