HN needs a filter feature.
This article, case in point: there is no news here. It's just another random sell-side analysis and it's nothing new in any way. It only says "they won't be able to make the semi." There is absolutely nothing insightful or meaningful in this piece. It's just the same thing they said about the Roadster, the Model S, the Model X, and the Model 3: they won't be able to do it.
Is this really front-page HN material?