[matthewdgreen]

Alternatively he stops being the whimsical "fun" billionaire that people find amusing, and starts being the tyrannical billionaire that people hate. This results in political backlash and a massive boycott of Tesla's consumer products.

To be clear: Elon buying Twitter doesn't necessarily trigger any of this. Elon using that influence to actually push Twitter around in ways that are "useful" to Tesla shareholders potentially does. For Tesla shareholders I'd say the risk here is much higher than any possible reward.

[mehrdada]

> massive boycott of Tesla's consumer products.

I mean we could speculate at length but the condition you’re describing already exists. People have polar reactions to him. Some hate with a passion, some love him. As for boycott, I’m not surprised if a lot of people already feel like they won’t buy a Tesla. Hard to imagine it can get worse from here.

[robonerd]

> Hard to imagine it can get worse from here.

He could get indicted for the FSD scamming and bring the whole thing tumbling down. If he stuck to just selling battery powered cars I'd be a lot more bullish on TSLA, but he hasn't and I think his antics represent a serious threat to the company in the long run.

[TapWaterBandit]

I think the opposite. Getting it right once is hard enough but the fact Musk has been a core figure involved in the development of:

- Paypal - Tesla - SpaceX

Tells me that his success isn't a fluke. You might get lucky with one of those companies, but with three? Don't think so.

[HWR_14]

> . Hard to imagine it can get worse from here.

I imagine a lot of "save the earth" and "Let's go to Mars" people overlap with the "Fuck Donald Trump" people. So letting Trump back on Twitter may cause them to swear off Teslas and DogeCoin. Alternatively, not letting Trump back may cause a bunch of truck-driving Texans he's been targeting to convert to electric to tell him to fuck off.

Bottom line, it puts Musk in the unenviable position of having to piss off a third of the country by deciding if Trump has a Twitter account. And while I would still swap with him in a second, this is an additional burden he's putting on himself.

[smaudet]

See this is precisely why I am bearish of Elon's companies, he's a savvy businessman, not a technologist, precisely why my opinion is that he is an idiot not a savant - PayPal is known for having been a flaming dumpster fire, it succeeded because of early market penetration (banks unable and unwilling to produce online payments systems in lieu of pushing credit cards). Ironically it is most useful now in traditional payment systems online, there are now reasonable more up to date payment systems available which largely supersede PayPal.

Again, Tesla is known for creating more hype fewer cars, expensive messes and underdelivering on promises - he has stimulated the market into considering alternative fuel sources, which is good but in a lot of ways showmanship not vision, more top down execution and spectacle than forethought or planning.

SpaceX is the most evident of these, Musk is busy taking tax dollars and building efficient rockets, which I guess is good but not about getting us to Mars.

So I think you are right to call out pandering for sales, it's what musk does best, not tech or vision.

It's like calling flappy bird visionary - popular yes but preceded by hundreds of sidescroller helicopter games with a single button controlling altitude. Difference being Flappy broke in on a verdant mobile market while the two color LCD version I played 25 years ago on a flipphone didn't even have Facebook to get popular on, while Flash versions of the same thing that had been out for decades suffered from anti Flash sentiment and a smaller mindshare.

[robonerd]

> For Tesla shareholders I'd say the risk here is much higher than any possible reward.

I think that's probably right. But do those Tesla shareholders believe it?