.@brentdg2 @strategy - Musk's hype, bluster, and hubris have defied gravity and common sense for an amazingly long time, and take on proportions of the South Sea bubble. Free cashflow ROIC is like gravity. It pulls hard. As a rocketeer, Musk knows all about this fierce force - even if he pretends for a while that it doesn't exist. After the fall, the case study. #Lookingforheadshakingemoji.