I think it is the crash of Tesla, its evaluation is based on being a silicon tech startup, not as an automobile company. So when the shares finally fall in line with other car manufacturers valuation, shit is going to hit the fan. And I think he knows he needs a government bailout and sanctions on foreign EVs specifically to price the competition out of the market. His entire empire is basically being propped up by the Tesla share price. He needs to go all in, it is survival mode for him right now