It's certainly not at all at odds with what I would expect to be the prevailing case at Tesla. I have always heard from ex-employees that the company is schizophrenic and unfocused under the micromanagement of Elon Musk. Media reports are beginning to paint a consistent picture of "shitshow" conditions at the company. This also all fits with stories about his earlier ventures like Zip2.

https://nyp.st/2PzI9ih

https://www.sitebuilderreport.com/blog/the-story-of-elon-mus...

I am short TSLA, make of that what you will.