But obviously, Musk's diminishing credibility isn't seen as a problem by investors because if it was he'd be kicked out.
That aside:
> For instance no car company outside of China except Tesla makes a profit on EV sales
BMW Group says otherwise: https://www.bmwgroup.com/content/dam/grpw/websites/bmwgroup_...
(And yes, BMW do have an autopilot, who knows if they'll hit their schedule, but all they have to do to beat Musk with delivering this is not slip as much as him, and he slips a lot in a way that only looks good when the comparison is US government space contractors: https://daxstreet.com/news/228484/bmw-sets-sights-on-level-4...)
Lots of the EU companies don't say much about separate profitability of ICE vs. EV, or if they do I couldn't find it.
But even then, so what if Tesla was the only non-Chinese EV company making a profit? Those Chinese EVs are still causing trouble for the old manufacturing bases in the US and Europe even though the Chinese cars have huge tariffs.
Tesla's prices only work against traditional manufacturers, and American ones at that (here in Europe, we're not big on Ford or General Motors either, lots of European EVs are getting nice and cheap way ahead of Musk actually delivering anything for $20k) — Tesla don't get to keep a big margin when Wuling or BYD comes along and gives Americans (or indeed anyone else) an EV that's $18k (/€18k/£18k) despite tariffs.
> Currently Waymo is well above $2per mile and has no clear path to 30cents.
Neither does Tesla. Like I said, Tesla are at least 6 years behind. Tesla's still got humans behind the wheel, and what statistics can be found in public information they have a high rate of manual intervention compared to Waymo.
Unless something has changed recently, Tesla's (so-called, and much criticised for the name) "Full Self-Driving" is SAE Level 2, whereas Waymo was already testing Level 4 autonomy back in 2017. (That's 8 years, not 6, I'm being generous even just by allowing Tesla to claim the current Tesla Robotaxi to count as an equivalent of the first commercial Waymo Robotaxi service, given the Waymo commercial service started several years after a few very impressive public demonstrations which, unlike Musk's demonstrations, have yet to be tainted by lawsuits revealing the involvement of metaphorical smoke and mirrors).