I can't even fathom what being a senior executive at Tesla is like.
I don't know what being a senior exec is like, but I've mostly good things about working at Tesla. The culture is to hire smart people and then let them do their jobs. A lot of people believe in the mission of bringing electric cars to the masses, so there is a positive feeling about what they are doing.
Musk's willingness and ability to make big bets on things that won't happen until far into the future is very rare in today's business world. I give him full props for that and he deserves the success he's had. But he's been reading too much of his own fan mail.
He's a power Twitter user with millions of followers, so to him Twitter seems like this big, important thing. But if you barely use Twitter (like me, I occasionally read, never tweet), it is almost meaningless. Getting rid of the blue check marks shows that he doesn't understand how most people use Twitter. He thought it was a status symbol, but in fact it was a way to make the network more useful. Eventually, he had to bring it back. He wasted a lot of time learning something other people had already figured out.
The jury is out on the Cybertruck. There were enough pre-orders for a five year backlog. However, you can already order a Cybertruck for immediate delivery. The pre-orders didn't convert to sales because Musk way overpromised and undelivered on the specs and price. This looks like it is going to be a flop.
Instead of developing the Cybertruck, Tesla should have been developing a low price car for the masses--something Musk said was always the goal. That's where the market is taking off and Tesla missed it.
On the higher end of the market, competitors are cutting into Tesla's market share and sales, not to mention margins. Tesla models are in great need of a refresh, and I'm not sure why that hasn't happened yet.
Musk is betting heavily on the Robotaxi, however the technology isn't there yet and might not be for several years. And Tesla might not be the winner.
