I get the point, but also he's a much more competent salesman (and, I'm assured, rocket scientist) than he is at basically all the other things he's inadvisably gotten involved with.

So, while I'd bet against Twitter (if I such a thing were possible), I wouldn't bet against Tesla being a good fit for the US market.

European sales may well collapse, and he may be very confused about this, but I'd still expect his approach to do well in the USA.