I think Tesla is the next Theranos. I think it will fail within the next 6 to 12 months and Musk will go the same way as Delorean.
Remember that Musk, personally, is a marketing guy with some IT skills. His claim to fame was being one of the principles in Paypal where he was the marketing guy. Peter Thiel was the technical brain behind paypal and was their overall "brain" behind the outfit. Musk is a bright guy. But he does not personally have the engineering and technical experience or knowledge to understand the issues and processes of making an electric car or developing a reusable rocket.
Looks like this post from the first page of the thread has aged well.
A humble reminder for forum posters who are obsessed with bringing down men who have accomplished more than them, or getting defensive regardng others with more technical experience and knowledge.
We would benefit more as a group from learning from the great minds of our time (even when we disagree) than trying to belittle their success.