The lack of due diligence astounded me for a while, but I think I am starting to put it together.
I don't know if you remember how Jobs would get applause for features that had been around for a while.
Elon will sometimes do the same thing (talk to his audience with a presumption of something).
For example, when he first talked about the speed improvements he would make to the production line, it seemed clear that he had never seen the River Rouge Model T line run. If he had, he would never say such a thing about room for improvement in production rate.
The guy is well read. He, of course, knows about the River Rouge plant and Ford's book, Today and Tommorrow.
But his words, as if to children, don't show that.
I think these analysts judge Musk on what he has said, in sound bites, rather than on what he has done.
A lot of the dicotimy on Tesla is based on differences in the listener's lens.
Visual folks, like that guy's wife who saw an early RC and immediately said, "They are going to sell a lot of those."
And audio listener folks who only see sound bites, sometimes bragging about something they see as not differentiated - "just another car."
So, yeah, due diligence is not happening. And it is not all Elon's fault.