Wanted to get the group's thoughts on Jason vs Deepak. I can't help but think back fondly on Jason Wheeler.
Under Deepak, it seems like financials and operations get worse. Yes, ramping up should increase CapEx significantly, but I just felt that under Jason, we had a much tighter leash on Opex and CapEx. I worry with Deepak at the helm, things will only get worse.
Also, Jason was much better at communicating our fears to the street. With Deepak, things seem more disorganized. Elon needs more operators that are capable of executing, and although Finance should never lead the ship, it does seem that there is a difference when we switched back to the Deepak days.
Under Deepak, it seems like financials and operations get worse. Yes, ramping up should increase CapEx significantly, but I just felt that under Jason, we had a much tighter leash on Opex and CapEx. I worry with Deepak at the helm, things will only get worse.
Also, Jason was much better at communicating our fears to the street. With Deepak, things seem more disorganized. Elon needs more operators that are capable of executing, and although Finance should never lead the ship, it does seem that there is a difference when we switched back to the Deepak days.