Yeah I think the poor q1 and expected poor q2 is priced in is a pretty fair statement.

The insolvency wont bring Tesla to 0. The interviewee is correct, they will be bought out at 100-200 range.

Another con I would list is engineer burn out after several years of x-hell. 
And I'd remove insane consumer demand. It's not insane anymore. They have cars to spare and Europe and China don't have that many pre orders