Most intriguing slide of the night was $TSLA product platform showing robotaxi under wraps, but no TSLA Compact (M-$30K). IMHO, it’s a mistake to skip the M-$30K EV. Elon has consistently overestimated progress of robotaxi, and timing of robotaxi regulatory approval is uncertain. pic.twitter.com/oVTbHFxwIY

— Gary Black (@garyblack00) December 2, 2022