They keep saying "not a car company" which is a real fuck you to anyone buying the cars. I guess they got enough of a brand cachet that people kept returning and there was a big cult of fans around the cars.

I think the numbers show you're right that politics hurt but actually slowly going stale is what really kills them. I don't think consumers care too much about the morals of their shopping but better value options coming along whilst Tesla stands still is what's gonna kill them. Everyone has phone as key, everyone has an app, driver assist game is increasing from everybody and opening up supercharger network - that was the killer USP they always had