Tony Seba just revealed why Elon Musk is no longer interested in EVs - YouTube by
The Electric Viking - YouTube
The video explores futurist Tony Seba's analysis regarding why Elon Musk and Tesla are shifting their primary focus away from traditional electric vehicle (EV) manufacturing toward autonomous transportation (Robotaxis), artificial intelligence, and robotics (Optimus). Seba argues that the traditional automotive market—even for standard EVs—is approaching a technological and economic tipping point where individual car ownership will rapidly decline in favor of Autonomous Electric Vehicles (A-EVs) operating as a service.
- The Shift from EV Hardware to Autonomous Services:
- Musk views selling standard EVs as a stepping stone rather than the end goal.
- The future enterprise value lies in Transport-as-a-Service (TaaS) via autonomous robotaxi fleets rather than selling units to individual consumers.
- Tony Seba's Cost Convergence Theory:
- Seba highlights that the cost-per-mile of traveling in an autonomous electric vehicle will be significantly cheaper (up to 10x lower) than owning and operating a private internal combustion engine or traditional EV.
- Once autonomous driving achieves regulatory approval and safety benchmarks, economic logic will drive rapid mass adoption.
- The End of Traditional Auto Manufacturing:
- Auto manufacturers relying solely on selling human-driven hardware face severe disruption.
- Tesla’s heavy investments in Full Self-Driving (FSD), Dojo supercomputers, and AI are intended to capture high-margin software and service revenues rather than thin hardware margins.
- Diverging Business Models:
- Legacy automakers (and early EV entrants) are focused on scaling battery and vehicle manufacturing capacity.
- Tesla is positioning itself as an AI and robotics platform, leveraging its vast fleet data to lead the transition to autonomous mobility.
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