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by wyldfire 2838 days ago
Musk is truly visionary. But that doesn't dictate success.

> It just requires a few years of optimization and the cars are going to be en par with established brands.

The world is littered with visionary companies that paved the way for new technology but ultimately failed themselves. "A few years of optimization" gravely undervalues the complexity of modern auto manufacturing. I will concede that it's astonishing that Tesla has come so far, so fast. But perhaps this is time for an inflection point.

> people do not care about such things nearly as much.

You're right that Tesla's customers aren't influenced much by this news in particular. But Tesla's long-term success will be impacted by their capability to attract talent. If Musk drives away all the talented R&D, marketing, finance leaders, he'll be stuck with second-rate talent. It's clear that he has shown that there's a luxury EV market. True, the big players move slowly but won't hesitate to pivot into this space.

2 comments

I don't think he's visionary. We all want to play with rockets and electric cars. He just happens to have enough money to go out and do it.
I think you are drastically over estimating how many people with his money would go out and start a rocket company and an electric car company and risk losing all of their wealth because of it.
Then why is Musk (and Bezos with Blue Origin) the only ones who have done so? There are a lot of people who have more money than Musk had when he founded SpaceX and Tesla.
Interest?

Look at Bill Gates. He could certainly build rockets, but he'd rather help people solve other, arguably more important, problems.

Or Larry Ellison. He'd rather go race boats and play with swords.

I’d argue that opening up a new frontier for society’s restless (space) to relieve the pressure that’s been mounting from the lack of any kind of frontier is as important as anything else. If we keep ignoring that pressure it’s eventually going to have massive destabilizing effects… in fact, I think we’re seeing some of that already.
John Carmack has also burned some money playing with rockets.

(And Musk did not really found Tesla.)

Whats the explanation for why all the talent leaving?