Yup. I would fault some of your technical reasoning but the conclusion is the same.
Real technical people have been warning about Musk a long time, but investors always preferred the showmen, rather than the technical folk they might have used or employed, taking credit for their work.
Maybe now folk will see that a lot of the ambitions of the Tesla company, especially to try to dominate how we would use energy by introducing EVs and Lithium battery technology as a kind of Mantra for all energy use, was always misplaced, and actually ill informed.
Rather than pay experts for advice offered for free, they chose to ignore it, because nothing is ever for free, right?