Ultimately, I believe there will need to be something catastrophic to oust musk/change leadership. And by that point, its questionable if anything worthwhile will be left to salvage.

My current bet is that optimus will fail spectacularly and Tesla gets left far behind as Rivian's R2 replaces it.

One thing I will note: I know folks that work at TSLA. Musk is more of a distraction. If he goes and if competent leadership is brought in, there's still enough people and momentum to make something happen...

this is literally one of 1-3 companies who have a decent strategy in the age of AI. the rest is pretending changes will not affect them. even this judgement: the guy decided to pick the phone while driving car not capable of red light detection. It could be any other car with similar auto steer capabilities. Right now same car with OTA updates would keep him alive. Sure, they are doing something wrong.

Will it actually? Has the market sent any signal that they won’t tolerate Musk?

You’re a lot more optimistic about this than I am.