Musk's genius wasn't just engineering cars; it was engineering the market's latency. He successfully pushed the "runtime error" (reality) further into the future, trading on pure speculation.
In the Shinise (1000-year company) philosophy, this gap between "Reputation" and "Reality" is considered the most dangerous vulnerability. They call it "Kyomei" (Empty Name).
If your reputation scales faster than your actual codebase, you aren't growing—you're just buffering a crash. The board knows the buffer is full.