Any "what's wrong with Tesla" business story that doesn't mention that the CEO has taken a hard right into racist, fascist, eugenicist, conspiracy nonsense, creating a PR catastrophe that has turned everyone with a brain off the brand, while he tortures his vanity social media site like a child pulling the wings off a fly because he can, is just whitewashing for the sociopath.
It's not China. It's not "the market." It's all Elon.