[kelnos]

> Tesla for right or wrong has been viewed as one of the best bets here.

Really? From what I've read and seen, Tesla's self-driving is starting to feel like the butt of most jokes in the space. And Musk's absurd insistence that cameras are the only sensors anyone needs isn't doing their technology any favors.

> Elon factor.

I think Musk might be running out of steam. The Twitter fiasco shows how unstable and unfocused he is; the whole thing could collapse like a house of cards at any time. I had extreme respect for him 7 years or so ago, but that has eroded over time, and now I see him as a delusional, abusive asshole who happened to have the charisma (a nice way of putting "talent for emotional manipulation") to help build some successful businesses. (And it still remains to be seen if Tesla and SpaceX will continue to be successful in the long term.)