I don't see him even bothering to link to the original research (AFAIK Reuters and expanded by this thread's substack post who links to Reuters). His video description is all about self-promotion. And from the bits I've seen he posts it like he made the finding. That's not neighborly.

I mean, it seems he is a decent content producer and presenter, but if we incentivize ripping off original research things will go bad.

https://www.reuters.com/business/finance/elon-musks-spacex-w...