Having an “odd” person in charge of a company is fine as long as everything is going well. The media loves the good side and buries the bad stuff. But then reality catches up and things start falling apart. The “odd” person then finally gets a more realistic analysis of their actions.
The company overall has good and bad stuff going on. Tesla car making has been problematic. All it had going was image and image dies quickly. The other car companies are going to eat it’s lunch.
OTOH, they learned a lot about batteries. That side could end up being the core business if managed right.
The Boring business is just flat out idiotic. Luckily for Tesla shareholders this has nothing to do with them. OTOH, the incredible stupidity of it should be a red flag a hundred miles high to them.
One fallout from the joint smoking incident is the USAF has security regs about who they do business with. Musk failed that big time. This is not going to go well for him or his rocket business.
His increasingly erratic behavior is probably a sign he knows that stuff around him is not going well. When someone like Musk gets worried about his various businesses it is too late for others to start worrying. That window is long closed.
Watch the exec turnover going on. It’s scary.