This seems dishonest, as the things you mention happened before, or were in motion before, Elon went full-on nutter over the past 2 years, and you make it sound like Elon acting like a nutter is somehow a prerequisite for for these things, when they are clearly not.

If what you took away was that it’s fine to commit securities fraud if you also make rockets then I don’t even know what to say. A person is allowed to do good and bad things.

Musk was not facing overregulation by not having to commit fraud and misleading consumers.

I think Elon Musk is a great person to have at the helm when rapidly growing a company. He’s a visionary and he’s clearly good at taking calculated risks despite what I think about him personally. What’s not clear is whether or not he’s any good at running a large and mature business where you need to be somewhat risk averse to protect revenue streams.

I personally think Tesla would be a better company today without Elon Musk. The reality is they’re not executing on the one thing that makes them money. They’re nearly 2 years late on their pickup truck which is a license to print money in the United States. We’re JUST seeing the first deliveries of the Cybertruck but who the fuck knows When that thing scales. The kind of risks he’s taking (removing radar from cars, losing billions of dollars while putting up Tesla stock as collateral to buy twitter, cryptocurrency nonsense) is just not the type of thing you do when you’re the size Tesla is today.

Tesla is just insanely distracted right now shareholders are eventually going to be punished. If I only knew when, because I believe there’s money to be made.