SpaceX's Falcon 9, and creating a car company that is likely to stay in business are unarguable accomplishments. A lot of Elon's critics don't see how massive are those accomplishments.<p>But Elon is strangely endangering both: Cybertruck is a bizarre idea that will quickly saturate the elonthusiast market, and Starship is a Space Spruce Goose.<p>The valuation of Tesla is levitated on robotaxi future profits. The valuation of SpaceX is propped up by Starlink, which has 1.5M subs, almost all in the US, and about 2% of what it needs to support a satellite network.<p>It's a house of cards. Run by the seat of Elon's pants.