Many of the comments here resemble Reddit, disappointingly. I read HN due to market insights, analysis, interesting perspectives. I am sorry for digression.
Are there any other explanations that can be steelmanned, just for the sake of an even-handed discussion? "We're going to build humanoid robots" just doesn't seem like enough. Neither does "We're going to build robotaxis", considering that other companies like Waymo are already well ahead of Tesla in that sector.