>> I refuse to buy a Tesla > assuming Musk is the problem The answer, of course, is "all of the above". Yes, Tesla is subject to the same forces as other car

>> I refuse to buy a Tesla > assuming Musk is the problem The answer, of course, is "all of the above". Yes, Tesla is subject to the same forces as other car companies. On top of that, some percentage of potential customers refuse to buy Teslas because Musk personally tainted the brand. And that second factor could easily explain the difference between a 5% drop in shipments and their actual 13% drop YoY.