Elon actually has the numbers. And the profit to expenditure did not add up. The team wasn’t adapting in a useful manor, hence this is the outcome.
This is as plausible as all the other opinions out there. In short we don’t know the half of it. What we do know is that ev sales have taken a dive. A network that grows faster then ev adoption might not be that useful, considering the bigger the network the bigger the upkeep.
Also, Tesla only build that network because no one else was. (Check some past articles, this was clearly said). Evs have now been adopted to a point that other companies are getting into the game. Especially : gas stations.
Last: home charging for daily commute will be more important. Most people will only go to a Super Charger on trips. Like 5% of the usage of the vehicle?
There is more to this then flashy headlines.
Elon is a good business man, who denies that, hasn’t grasped what he was able to achieve so far.
Is he behaving like a 140 character idiot? Absolutely, but this is not new. His long form talks on the other hand often are very reasonable.