> The thing that keeps me from seeing Tesla fall off a cliff is that Elon seems capable of doing incredible things if he can focus. Pre-covid Elon Musk is not

> The thing that keeps me from seeing Tesla fall off a cliff is that Elon seems capable of doing incredible things if he can focus. Pre-covid Elon Musk is not a person who exists anymore. I don’t know any other CEOs who have time to tweet 6 times per day. Tesla should have made a proper three row SUV like the EV9. The Model X is too much of an exotic low-volume car. They also should make a low cost vehicle even if it’s only sold in China. The Cybertruck isn’t that bad of a move on paper. The big 3 make all their profit on trucks. The problem with it is that North America is the slowest growth EV market, so that effort would have been better spent on cars that appeal to China and Europe. It also could have been done with far less effort and better profit margins if the design was more conventional. It could have eaten Ford and Rivian’s lunch but instead the style is going to follow the same exotic-to-played-out curve as the Chrysler PT cruiser. I.e., in terms of styling how do you make a second generation Cybertruck? It’s a dead end. Car companies can’t have CEOs who publicly discriminate against groups of people because cars are a product that are purchased across demographic lines. When Elon retweets an antisemitic post he is giving away 2.5% of potential sales to the Jewish population plus anyone who sympathizes. Subaru made itself into a major brand by being inclusive, advertising to a neglected marginalized group in the 90s. Tesla took a rapid growth company into contraction by having a CEO who is more interested in divisive identity politics than making a buck. It’s critical to the company that they part ways with Elon Musk.