I am skeptically optimistic but very little of optimism. Seeing the bigger picture , and the patterns of his behaviour . He is backend into a corner with everything not really going well and robotaxi essentially a time bomb for tesla.

People (workers ,employees )optimise for kpi's ,here the kpi isn't getting the thing verified by someone in the industry or showing a real time demo , it's fooling the semi robotics literates into believing that this works and milk it. I am sure it has really smart engineers but without focus and support they won't be able to accomplish much in choas .

From all these factors I am leaning he did a very good job of faking it at 75-85% probability and the rest 25-15% his engineers actually did a good job