> they have literally ZERO differentiator compared to established car companies. They are going to tank so hard stock wise

Their stock is insanely overvalued, no argument there. But they have one of the largest installed and fastest growing DC charging networks, software that doesn't suck, and the most capable and fastest improving driver assist system enabled by a proprietary custom ASIC. That's far from "ZERO" differentiators, especially in a world where other manufacturers keep faceplanting on their software efforts over and over again.