GOOD PEOPLE CAN BE HARD TO KEEP: Musk admits Tesla doesn’t have enough talent to build more than one car at a time after exodus.

“The biggest thing most people fail to understand is that there are a very limited number of smart, dedicated people! They can only do so many things.”

He added that if Tesla has to “maintain a complex production line, supply chain and allocate engineering for Cybertruck, we can’t use those people” for scaling Cybercab.

By this morning, the explanation had shifted again, to the “opportunity cost of the complexity of Cybertruck.” But the Saturday version is the one that matters. Musk is telling us the bottleneck at Tesla isn’t factory space or money. It’s people.

The Cybertruck is the second casualty this year. In January, Musk announced the end of the Model S and Model X on Tesla’s Q4 earnings call and summed up the reason in one word: “Autonomy.” The Fremont line is being converted to build Optimus robots.

Don’t be surprised ten years from now if Tesla is known as the android company that got its start making cars.