What a load of bollocks, it's just the age old tale of a guy who believes his own BS enough to stream it into the world . When there are many of them eventually one will succeed in selling his unsubstantiated narrative.
In a sense people are right when they say Tesla isn't a car company, it's a cult company. Cults are popping everywhere in the stock market and the so called business world. If it's indeed true that for every ant you see in the kitchen there are 100 that you don't see...well it's looking bad.
Another valid view is that Tesla is a parasite on the public dole that also happens to make cars.
And what determines the volume of carbon offsets Tesla receives from the government? Number of EVs they sell perhaps?