Matjaz Ropret

RE: Tesla 1) It’s become tough to find an analyst who knows a thing or two about business who thinks Tesla is actually on the right track. There is widespread acknowledgement that Musk is bored with selling cars and wants to do other things, most of which have nothing to do with personal transport. I even think he is bored with vehicle autonomy in general because the potential economics still don’t look too great (and there’s growing competition). Yes, Tesla is still selling cars. But they could be doing so much more right now. They are being held back. 2) The group of people, let’s call them supporters, who still think Musk and Tesla are doing everything right are incredibly juvenile in thought and logic. There really isn’t much going on upstairs from an analytical standpoint. It’s just slinging vulgarities and insults at people who say Tesla isn’t where it should be. The days of intelligent and legitimate debates from the late 2010s involving Tesla’s business are long gone. Most of the people who were in Tesla’s corner during that period have moved on to other things and companies. I suspect they got tired of Musk’s antics and decisions while realizing the EV / autonomy market hasn't trended as economically rewarding as initially thought.