Yep, Bobby likes empirical, and nothing more empirical than financial performance data. When your net margins are razor thin or in the red, doesn't take much of a gross margin drop to lose a lot of money. It's like physics, can't argue with that...
With new Tesla killers at the top, and also at the bottom, gross margins can only go down if they want to keep selling. And if sales drop, then you get into that deadly financial spiral, with costs (per unit) going up and cutting back on capital expenditures (new development). And at some point the stock will really crash.
Not saying this is going to happen, but sure looks that way at this point in time. I think the best hope for Tesla is someone big is going to buy them out, like Apple, Google or Amazon,... not another car company.