b) Nothing I have said is untrue.
c) This is not a normal way of measuring the health of a business. Standard metrics include EBITDA, DAU, MAU, LTV, CAC etc.
d) This is not normal behaviour from a CEO. You don't see Mark Zuckerberg, Shou Zi Chew, Evan Spiegel etc using their products the same way Elon does.
Would I do things differently if it were up to me? Sure, but it isn’t, and I can at least appreciate that they are trying to move quickly & try different things. I’m reserving my judgement for whether or not this approach works in the long run.
The problem is Musk is learning the hard way when taking something over is that the old crew is never as dumb as he hoped they were, and he wasn't as smart as he thought he was.
The normal ways of measuring the business, namely EBIDITA, DAU, MAU .., worked. They reliably reported the state of the business. Elon Musk was the only person in the financial market who looked at those measures and interpreted them as meaning “add US$1B annual debt service.”