When you read these pages, the bull arguments seem to divide into 4 categories:
Any I've missed?
Yeah.
The “madman” argument. 9 out of 10 times, or maybe even 999 out of 1000 times, a company like Tesla should fail.
I actually believe that Elon Musk has made many bad decisions and mistakes since he seized control of Tesla approximately 10 years ago. However, his problem solving ability, sheer willpower, and a lot of luck have allowed Tesla to survive events that it should not, under ordinary circumstances, have survived.
This is actually quite similar to another situation: Donald J. Trump, President of the United States.
During the 2016 campaign, Mr. Trump constantly tripped on himself and made horrible decisions. He advocated violence at his rallies. He called Mexicans criminals and rapists. Audio tapes revealed that he bragged about committing sexual assault. Still, Donald Trump managed to leave a trail of defeated Republicans in his wake, lose the popular vote, and still deliver an improbable crushing defeat to Hillary Clinton and Liberals.
President Trump should never, under ordinary circumstances, have won the White House. His pugnacious campaigning, unorthodox use of Twitter, shameless use of inflammatory statements, and a bit of luck (the reopening of the Clinton email investigation) cumulatively tipped the balance in his favor.
Where a “madman” like Trump or Musk is concerned, rationality and conventional analysis can fail spectacularly. People who behave unpredictability and who take advantage of fortuitous situations can win.
Finally, I’ll leave everyone with this classic: