Musk has gone from huge asset to liability. Trying to appeal to the party that officially denies climate change is real and blames wind/solar for grid problems does not help sales of expensive electric cars and solar panels.<p>IMO musk squandered his first-mover advantage. He should have moved down-market years ago, maybe with a different brand and made Tesla the "halo".<p>China is eating everyone's lunch with newer, far cheaper LFP prismatic batteries that telsa should have adopted half decade ago. Tesla is still using Lithium Ion NMC even for cheapest models when the world moved on long time ago.