To add, if the company itself is risky, with wild outlandish statements by the CEO, other companies might say "well, he can gamble all he wants, but I cannot ta

To add, if the company itself is risky, with wild outlandish statements by the CEO, other companies might say "well, he can gamble all he wants, but I cannot take this risk and help him at his gambles." Maybe 10 years ago people would be willing to invest into musk, but after twitter people see his ability to truly lead / innovate as "companies may be succeeding despite him, not due to him". So the reality is, it is all about risk. Tesla's tech may be hypothetically amazing, but Musk's history shows that he fakes the funk a lot, and nobody is willing to take the risk that he might be again. Edit: Don't forget the golden rule of software dependency: If an API or Library you use fails, no client is going to look at it and say "yeah, its okay, this other company fucked up". No. You fucked up. And now "Ford self driving is a nightmare". And the next headline would be "Musk says Ford implemented FSD incorrectly". They will not accept that sort of risk.