[sdfghswe]

If they fire him, that will tank the value of the snake oil.

[afavour]

In the immediate term, yes. But there has to be some point at which an objective board would see that terminating their relationship with Musk would be a long term positive.

I’m not saying we’re there yet but it does feel like we’re marching towards it (I'm also not saying the Tesla board are objective because I doubt they are)

[root_axis]

If they fired Musk, he would wage a never-ending scorched earth campaign against Tesla, and as an executive he definitely has access to a lot of internal information that would allow him to inflict a ton of damage. At this point their only practical choice is to maintain the status quo by submitting to his demands.

[throw310822]

That point is when Tesla starts declining in absolute terms. And Tesla grew 35% in 2023. To be a long-term positive, dismissing Musk should produce even higher growth rates- which sounds extremely implausible. Conversely, the probability of Tesla falling into irrelevance in a future without Musk is extremely high.

[bdcravens]

He's not immortal. I assume that when there's a risk of him disappearing from the picture, Tesla investors will be heading for the lifeboats, tanking it in the process.