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buffington | 11 months ago

I think ousting Musk would be a marketing win for Tesla, and likely the only path to staying in business at this point.

Most people I talk to about Tesla, some of whom were diehard Musk-can-do-no-wrong fans as recently as last year, tend to share similar sentiments with me today.

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TheAlchemist|11 months ago

The problem, and it's a big one, is that getting rid of Musk, would mean that the stock craters 90% at least.

If that happens, Tesla will be sued into oblivion once Musk is gone and everybody realizes that they are nowhere near rolling out real FSD and Optimus.

One thing is sure - they are effectively done in EU, and the damage seems to be very substantial in the US too. In China, they just got outcompeted by cheaper and better alternatives. Let's see how a carmaker with installed capacity which exceeds sales by a factor of 3 or 4 manages to survive.

ac29|11 months ago

> The problem, and it's a big one, is that getting rid of Musk, would mean that the stock craters 90% at least.

Its down 45% YTD, and >50% from the high last year. I agree there is more to run before Elon is out, but not 90% more.

SirFatty|11 months ago

"getting rid of Musk, would mean that the stock craters 90% at least."

Come on, that's a absurd statement.