a company that has lost nearly 60% of value YTD. Not only is Tesla facing headwinds from the general macro environment, but he's also pissing off a big part of the natural Tesla customer base, a population much more likely to read the Times or Post and watch CNN than to cheer his antics on at Red State, Daily Stormer, or Zero Hedge.

The pressure to change won't come from his incell Troll Twitter fanboy base who root only for chaos, but it will come strongly from the well-positioned investors who will get tired of bleeding money to subsidize his new toy.