Even outside of the politics angle (which I think is real) -<p>It's been too much hot air for too long.<p>Tesla started as basically the lone electric luxury car, and it was entering the market claiming that self-driving was coming soon. Which, when combined with SpaceX launching not long after... seemed like it might be the real deal.<p>But that was 16 years ago. They kept attention for a long time with repeated promises of FSD, and SpaceX definitely kept things interesting by doing increasingly impressive landings with the boosters, which lent a ton of credibility... but...<p>The competition is here, now. And instead of getting that self-driving that was promised, it basically capped out at a moderately useful cruise control that still requires your attention and input, and they're now admitting they don't have the ability to shove it over the line,<p>So instead of being a revolutionary vehicle that frees the driver from the monotony of traffic... it has to actually compete as a traditional car, against a litany of decent entrants into the EV space, contesting it on both quality (Audi, BMW, Rivian, Lexus etc) and price (Chevy, Ford, Honda, Citreon, Leap, Fiat, etc).<p>And compared to those... Tesla just isn't that good. It still not bad (although for the love of god I wish they would stop with the doors that stop working after a crash) but it's just mostly a solid "meh".<p>So... it's not really clear how Tesla expects to compete at this point. They aren't the best, and they aren't the cheapest, and they're not settling into the legendary utility status of the Prius (where it's not the best or the cheapest, but it's a good, cheap workhorse).<p>Could have probably coasted for a long time on goodwill, but Musk seems deadset on burning that to the ground on his drug & ego filled rollercoaster in politics and the media. In theory... they should have plenty of ability to compete, so they aren't done... but they need to ditch the ego that produced the recall prone cybertruck, send Musk to rehab (or exile), and make a real luxury car for a competitive price. I'm not sure they have it in em.