Strongly disagree with this opinion piece. I think Musk/Tesla figured out it is impossible to compete with Chinese manufacturers in the foreseeable future so they are pivoting.
The article basically says Tesla lost it's lead due to inaction years ago, so what you're saying isn't much different - "it's already dead, they're just pulling the plug" VS "they're committing suicide, which started several years ago".
... away from their top tier models and into the ones that directly compete with China.
their top tier models barely sell any volume, at least for now with Tariffs in most of the west, Tesla can still move huge numbers of Y and 3 but will see how that will go this year with so much movement in geopolitics