Stop Believing Elon Musk’s Robot Hype. The Problem Isn’t AI.
Elon Musk says Tesla’s humanoid robot will be its biggest product ever. But the real bottleneck isn’t AI or engineeringβit’s supply chain. Tesla’s history of production hell, Cybertruck delays, and component sourcing failures reveals a deeper systemic weakness. The robot vision is real, but without operational execution, it’s expensive theater. The gap between Musk’s imagination and Tesla’s delivery is the actual story.