The fact that SpaceX isn't missing any steps despite its continued expansion in programs, i.e. Superheavy, Starship, Starlink, space refueling, Lunar landers, in the context of Musk's significant distractions.

SpaceX's path is also economically rational. No cyber space yachts. Just rapidly improving customer cadence, capability expansion, and margin bumps.

Tesla, on the other hand, could really use his creativeness, practical realism and will-to-succeed focus again.