Here is my take:<p>Elon actually has the numbers. And the profit to expenditure did not add up. The team wasn’t adapting in a useful manor, hence this is the outcome.<p>This is as plausible as all the other opinions out there. In short we don’t know the half of it.
What we do know is that ev sales have taken a dive. A network that grows faster then ev adoption might not be that useful, considering the bigger the network the bigger the upkeep.<p>Also, Tesla only build that network because no one else was. (Check some past articles, this was clearly said). Evs have now been adopted to a point that other companies are getting into the game. Especially : gas stations.<p>Last: home charging for daily commute will be more important. Most people will only go to a Super Charger on trips. Like 5% of the usage of the vehicle?<p>There is more to this then flashy headlines.<p>Elon is a good business man, who denies that, hasn’t grasped what he was able to achieve so far.<p>Is he behaving like a 140 character idiot? Absolutely, but this is not new. His long form talks on the other hand often are very reasonable.