4 ms·

TSLA is 700B in Mkt cap. How much will it be if Elon is fired/replaced? The diff is value he brings.

by blackoil 3y ago

The_Colonel 3y ago
What value does he bring now? His attention seems to be mostly focused elsewhere anyway.
- sidibe 3y ago
  The main fear with letting him go has to be that it might start being valued like a car company, which would be very bad for shareholders even if it was good for the company to have a CEO that works at Tesla full-time
  - fragmede 3y ago
    Why would you value it as a car company when it does other things, even without him?
    - sidibe 3y ago
      I think for whatever reason he is the main reason people expect Teslas most ambitious things to succeed. Also the first thing new CEO would do would be to reset expectations so they aren't blamed for not meeting the wildly optimistic timelines
- Analemma_ 3y ago
  The problem is that most of Tesla's market cap is hype, and the hype is tied specifically to Elon. Get rid of him and it becomes just another car company with a P/E to match.
  - JumpCrisscross 3y ago
    > most of Tesla's market cap is hype, and the hype is tied specifically to Elon What is the evidence for this? On one hand, he drives retail interest in the stock. But that doesn't alone a $700bn company make. Tesla also has a $100bn revenue book that it turns as a profit thanks to its expertise and operational experience making batteries. To the extent batteries are to EVs what engines were to ICE vehicles, that puts it in a unique position in America and small company globally. Between the cybertruck and Musk's fring politics, we may be approaching the point where his affiliation flips to liability. (A nested counterpoint being this resilience returning as evidence for his contributions.)
    - dr-detroit 3y ago
      [dead]
    - iknowstuff 3y ago
      the cybertruck with all positive reviews and >million reservations? Im sure that will flip it yeah
Sohcahtoa82 3y ago
> The diff is value he brings. At this stage, I'd say Elon is a negative value for the company. I've seen more than one Tesla with a bumper sticker that says something to the effect of "I bought this before I knew Elon was a twat". People are tired of his lies about FSD. They hate Cybertruck (I don't believe the CT reservation numbers). They hate how he's gone full right-wing nutjob. They hate his handling of Twitter. Every time he opens his mouth (or tweets, really), it just creates more negative PR for himself, which then makes Tesla look worse. I own a Tesla myself. I think kicking out Elon would be the best thing they can do for the company. Sure, his huge ego and personality gave Tesla a MASSIVE boost without needing any marketing, but it's no longer needed. Tesla is a household name at this point, and all the fame has gotten to his head. Elon needs to go.

TSLA is 700B in Mkt cap. How much will it be if Elon is fired/replaced? The diff is value he brings.

The_Colonel 3y ago

What value does he bring now? His attention seems to be mostly focused elsewhere anyway.

sidibe 3y ago
The main fear with letting him go has to be that it might start being valued like a car company, which would be very bad for shareholders even if it was good for the company to have a CEO that works at Tesla full-time
- fragmede 3y ago
  Why would you value it as a car company when it does other things, even without him?
  - sidibe 3y ago
    I think for whatever reason he is the main reason people expect Teslas most ambitious things to succeed. Also the first thing new CEO would do would be to reset expectations so they aren't blamed for not meeting the wildly optimistic timelines
Analemma_ 3y ago
The problem is that most of Tesla's market cap is hype, and the hype is tied specifically to Elon. Get rid of him and it becomes just another car company with a P/E to match.
- JumpCrisscross 3y ago
  > most of Tesla's market cap is hype, and the hype is tied specifically to Elon What is the evidence for this? On one hand, he drives retail interest in the stock. But that doesn't alone a $700bn company make. Tesla also has a $100bn revenue book that it turns as a profit thanks to its expertise and operational experience making batteries. To the extent batteries are to EVs what engines were to ICE vehicles, that puts it in a unique position in America and small company globally. Between the cybertruck and Musk's fring politics, we may be approaching the point where his affiliation flips to liability. (A nested counterpoint being this resilience returning as evidence for his contributions.)
  - dr-detroit 3y ago
    [dead]
  - iknowstuff 3y ago
    the cybertruck with all positive reviews and >million reservations? Im sure that will flip it yeah

Sohcahtoa82 3y ago

> The diff is value he brings. At this stage, I'd say Elon is a negative value for the company. I've seen more than one Tesla with a bumper sticker that says something to the effect of "I bought this before I knew Elon was a twat". People are tired of his lies about FSD. They hate Cybertruck (I don't believe the CT reservation numbers). They hate how he's gone full right-wing nutjob. They hate his handling of Twitter. Every time he opens his mouth (or tweets, really), it just creates more negative PR for himself, which then makes Tesla look worse. I own a Tesla myself. I think kicking out Elon would be the best thing they can do for the company. Sure, his huge ego and personality gave Tesla a MASSIVE boost without needing any marketing, but it's no longer needed. Tesla is a household name at this point, and all the fame has gotten to his head. Elon needs to go.