[pm90]

Ultimately, I believe there will need to be something catastrophic to oust musk/change leadership. And by that point, its questionable if anything worthwhile will be left to salvage.

My current bet is that optimus will fail spectacularly and Tesla gets left far behind as Rivian's R2 replaces it.

One thing I will note: I know folks that work at TSLA. Musk is more of a distraction. If he goes and if competent leadership is brought in, there's still enough people and momentum to make something happen...