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Lucid, Tesla, Rivian, and Fisker Have Another No Good Very Bad Day (motortrend.com)

I think most or all here have viewed Musk as an oddball prone to saying and doing "odd things".  But we accord credit where due, he has DONE, or caused to be done, some exceptional things.

What are the chances he manages to run Tesla "into the ground" in a few years?  E.g., they start producing "junk cars" because employees no longer care, and the other automakers simply surpass them quite clearly and the novelty wears off.  The other two are too small to matter really at this point.

This would leave GM et al. dominating the sector, with Volvo I think ready to step in with Chinese backing.

I've said it for years. Tesla needs to make sure they don't squander their first-mover advantage. If they don't, the market cap is going to go into the toilet and they'll be an acquisition target. (Granted, their market cap is insane and they're valued like a tech growth unicorn stock right now, so it would take a MAJOR drop.)

The were the only real game in town for a while. Now everyone else is coming to the party so they have to actually compete as a real automaker. It remains to be seen whether they can pull it off.