He was clearly an idiot investor. That said....he's not wrong on his major thesis that EM has not delivered on many promises. As noted Autobidder is an exception as I think that is working and working well. The rest of it though spot on and that's the issue. EM failed to deliver on the 4680. They have no new chemistry, no increased density, no real volume production. The rest of it is mostly tied to FSD. I feel investors have a right to be upset and while it is good to see EM focused on Tesla, again, it is clear he wasn't. It's also clear that lots of his words and actions don't map. In particular in regards to 4680 and FSD. Having a giant battery day presentation and then completely failing to support battery investments- I think I'd be clawing back his comp if I were there chairman of the board.