One article I read in the financial press said that if you weren't excited by the presentation you probably didn't understand it.I haven't watched the whole presentation, but my takeaway was there wasn't anything revolutionary in the presentation. They have a roadmap to increase capacity and decrease cost over the next several years. That being said, having the roadmap is very important and shows that the costs will be coming down in the near to intermediate future.
... but he’s [Musk] known to introduce products well before they are ready.
Sandy Munroe says Musk was sandbagging.