How so? There's not even a passing mention of the macroeconomic conditions like high interest rates that affect sales of big ticket items that almost everyone takes out a loan for. Teslas have been in the mid luxury segment.
It's definitely not reliable analysis.
Blog post read alright, the author probably has a short position.
Why is that? He has been behaving terribly, I would be concerned about the ethics of anyone who doesn't hate him at this point.
Just the anti-musk blog ecosystem is largely noise, this particular post looks pretty good though and mostly rings true to me.
That's because it's omitting inconvenient facts, like zero mention of interest rates becoming sky high as one of the reasons for the slowdown.