Regarding Musk's recent Twitter activity:
This is confirming that the mission comes first. Musk wants to make sure all the people who can't afford the cars and can't afford self-driving features can get them. His instinct is to sell everything as cheaply as possible in order to get cars in more people's hands.
In fact, it makes sense to charge what the market will bear so that Tesla has more cash to expand faster... but that's not Musk's instinct, because he's driven by the mission, not by profits.
I think this is very, very hard for most of Wall Street to understand -- which is why they're misinterpreting everything that's happening lately. They're obsessed with profits, so they assume that Musk is too.
The idea that he released the $35K car now, as soon as he possibly could, *because he wants to keep his promise the reservation holders who have been waiting for it*, is just alien to the profits-uber-alles mentality on Wall Street. So they can't imagine that that's why he did it. They can't imagine sacrificing profits to get the cars in the hands of loyal customers -- even though that's what Tesla has been doing all along.
THIS misunderstanding will persist forever. Wall Street will never understand a company which has a goal which comes before profits.
