Fiscal reality is catching up with them. When people on /r/teslamotors (it's normally a non-stop pep rally about Tesla, sort of like t_d is for Trump) are able to be upvoted for presenting critical thoughts about Tesla's financial state you know something is happening. Also: see https://www.reddit.com/r/RealTesla/

It would be sad to see them go but at the same time it seems like they sorta did their job: they have ignited lust for electric vehicles in the general public. Car manufacturers have responded and are shifting their production plans accordingly.