Good analysis. Tesla's market value is based on the combination of the brand value and the 'skateboard' that is technically far ahead of others. Munro Associa

Good analysis. Tesla's market value is based on the combination of the brand value and the 'skateboard' that is technically far ahead of others. Munro Associates did completely Model 3 teardown and report for some customer. Munro said in a interview that had Tesla outsourced the manufacture and design of of the car minus the scateboard to a company like Magna they would have hit every target and even Toyota would be crapping their pants now. If the traditional mechanical parts of the car would have been even decent, Tesla would have mopped the floor with everybody. If Tesla gets into money troubles, car companies are willing to pay a big chunk of money to get the brand and skateboard and build their own car around it. Toyota has over 53.84B in cash and short term investments, GM has 21.37B. Either one can buy Tesla (the brand and the skateboard) Musk fumbles. Tesla price has air in it, but the brand has value even if Musk is gone.