Tesla's fate hangs on balance in US/China relations. Xi has Musk by the balls. 20% of revenue, all growth hopes, and Tesla's access to battery technology depends on China. The largest Gigafactory, a new battery pack plant is in China.
If China starts invading Taiwan, Musk would advice not to interfere if China leaves Taiwanese factories intact, and let it be quick fast so that business can go back normal.
