Out of Market Action:
The Teslas aren't sustainable. This notion that Tesla has green credentials is ludicrous.
Public transport (that Elon Musk is so eager to ridicule) and dense living (that California doesn't exactly excel in, resulting in horrible PT and the biggest carbon foot print on the planet) is infinitely more sustainable than everyone driving a Tesla.
Public transportation isn't sustainable. It currently requires fossil fuels, which will run out. To even entertain the notion of sustainability, we first need to kick our addiciton to oil. And globally, Tesla is the company that's doing the most to make that a reality.
So, I'm of two minds here.
For starters, public transit is
not necessarily bound to oil. Many rail-based transit systems that exist today are all-electric, and there's various forms of electric buses (myself, I'd like to invest in Proterra if and when they have an IPO, as I see them as well-positioned to electrify buses, and transit authorities seem to find their products to be significantly higher quality than BYD's (I do have a small exposure to BYD through an ETF or two, though, IIRC)). And, electrified public transit is more sustainable than personal cars, even when those personal cars are Teslas. (And I see Boring Company as working against practical public transit systems, which is why I'm glad it's a separate business, and not part of Tesla.)
However.
America is a country that is incredibly allergic to mass transit and high-density living, for some societal reasons that I won't get into in this thread (as I don't want to veer it into Market Politics). Therefore, a
lot of people live in suburbs and rural areas, where mass transit is not feasible. The entire Tesla package of Motors and Energy can vastly reduce the impact of that current "default" American way of life. Vastly higher efficiency from electric vehicles, and renewable energy instead of fossil fuels to charge them, as well as charging infrastructure to minimize the compromises of owning an electric vehicle, go a
long way towards reducing impact.
I want to see practical mass transit and policies to encourage density, but I see Tesla as progress towards reducing the impact of transportation, so i support Tesla's mission. My hope is that we reach a point where Tesla Motors is no longer leading us towards that goal (because something else is), but until we reach that point, I'm quite happy to invest in Tesla. And, Tesla Energy, while far from the only major solar or storage company, is still well positioned IMO (although I'm happy to diversify my solar and storage investments).