To be fair, Lutz isn't completely clueless. He is self aggrandizing and, like many, has a very limited view of Tesla. Many automobile execs/analysts/industry watchers don't really follow Tesla close enough to really understand what is going on, so they grab a few misleading headlines and fit it into their assumptions. That's ok if he didn't then get onto various forms of media and run his ignorant mouth.
It's like the talking heads on CNBC or Bloomberg. Even those that are stock experts, they just don't spend enough time to understand Tesla. It's true of any company that doesn't quite fit the mold of other companies in a particular sector or industry. Of course, they go through a basket of stocks, use the same tools, and they don't have to time or energy to go chase down why one company is really different from another. A few will, but it's a few and most of those don't get in front of the media.
It's like the talking heads on CNBC or Bloomberg. Even those that are stock experts, they just don't spend enough time to understand Tesla. It's true of any company that doesn't quite fit the mold of other companies in a particular sector or industry. Of course, they go through a basket of stocks, use the same tools, and they don't have to time or energy to go chase down why one company is really different from another. A few will, but it's a few and most of those don't get in front of the media.