This graph by @TroyTeslike says it all. While bulls will dismiss it and say that $Tesla(TSLA.US) is not just a car company, the business practitioners will say yes, but the future of TSLA involves selling unsupervised autonomy and humanoid robots. Without marketing muscle TSLA will not be able to compete with $Alphabet(GOOGL.US), $Amazon(AMZN.US), $Baidu(BIDU.US) and other tech-savvy firms who’ve mastered the skills of educating broad swaths of consumers about the benefits of their AI-driven products rather than their engineering features.
Clearly $Tesla(TSLA.US) needs broad marketing and comms skills to differentiate their products in what is already a crowded space for autonomous ride hailing and will become crowded in personal robots when a dozen manufacturers have solved for unsupervised autonomy, and are building personal robots that can make consumers breakfast, tend to their lawns, go to the grocery store, feed their pets, and free up their time. Without great advertising, $Apple(AAPL.US) iPhones would be no more successful than Samsung phones. Relying on word-of-mouth advertising from an army of unknown cheerleaders on X and YouTube has never been a great strategy for selling consumer products to the masses.
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