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by tlogan 72 days ago
I think Tesla as a company is doing the right moves. The management (excluding Elon) seems solid and smart.

The problem is that we often attach a company or a larger idea to a single person, even when it is much much bigger than that individual. People started boycotting Tesla because of Elon Musk, without considering that Tesla is actually thousands of engineers, workers, and managers. And majority of decisions are not done by Elons.

But people tend to think in terms of heroes and anti heroes. Cesar Chavez is another example of how this dynamic plays out.

4 comments

Elon has always been the face of Tesla since he acquired it from the founders. Early he was a brand asset, but tying one's identity so strongly to a company is a brand risk when that person's image is tarnished.

Just look at Martha Stewart Living during her incarceration.

Celebrities are great at building brands, but they need to back away from their personal successes have bootstrapped the new brand before something they do becomes a liability.

Subway made their own celebrity spokesperson (Jared) and hitched their wagon to him for far too long. One or two years is understandable, but Subway had him so long it merged its identity with Jared until the truth about Jared was revealed.

> I think Tesla as a company is doing the right moves. The management (excluding Elon) seems solid and smart.

How can (generally) dropping sales and having 50,000 unsold cars on stock be the right move?

Perhaps OP is referring to the pivot away from cars and toward automation

But seeing as how they haven’t launched a decent car in a decade, and have utterly failed to launch true FSD as promised, I have no confidence that they can succeed in a new market given they are demonstrably shit at their core competency

The amount of apologia exists for Musk actions is just mind boggling. It seems to me that people want all the good from the hype Musk brings, but if things go wrong - Why don't people think of the poor workers?

You live by the sword, you die by the sword. If people were so smart where were they when Musk was hyping autonomous vehicles being just around the corner for years? Or the fact that the board of directors kept raising his compensation to insane levels because he kept threatening them that he'll walk out? The company chose to do this. People didn't. Now that he is tanking the valuation, we don't need to separate out Tesla and Musk. They are one and the same.

The Model Y is going on 8 years old, S and X are being shutdown. That leaves you with the 3 and Y. Cybertruck will be shutdown soon. What new models have they announced?
Robotaxi... It's going through iterations and could be turned into a sub 30K ev.
Any day now…