Tesla is nowhere near GAAP profitable, and after numerous instances of "this is the last time we're raising money" Elon Musk has once again secured a large loan for Tesla. It is still very risky, especially now that GM is already selling the Bolt before the Model 3 has even come out.

SpaceX is nowhere near their goal of colonizing Mars. Yes, they are working on it, and more power to them, but it's not done yet. I love what this company has accomplished, but it's nowhere near reaching Musk's current trajectory.

Solar City went bankrupt and Elon had to pull several strings in order to save his relatives' company. Sure, there is an obvious alignment between Solar City and Tesla but it clearly wasn't doing great.

Elon Musk has an excellent track record of making promises and delivering on them years later. As his promises become more ambitious, and he spreads himself thinner, it becomes more and more likely that he will fail at some point. My money is on Elon Musk becoming the modern Greek tragedy. I want the guy to succeed, but he's clearly making promises he can't deliver with Tesla (it doesn't matter how good their software is - and frankly it's pretty bad compared to the competition - they can't make a level 4 vehicle with their intended sensor suite) and I suspect he's doing the same for SpaceX.

Elon Musk has accomplished a lot, and he deserves recognition for that. But if he makes a promise and fails, he should also be called out on his bullshit.