Agree with
@linux-works. You need one CEO for a startup; totally different for a mature company and very, very few of them could transition from one to the other. In fact, the VC has tremendous respect for those who step down and move on to other areas where they could deploy their skills the best.
Elon was amazing at creating the vision, essentially, creating a whole new market segment, proving that EV are viable, etc. For that, he has my gratitude!
However, opening a market is very different from scaling a company. Scaling requires a totally different skill set and that is where most startups fail.
@TexasTezla still drinks the cool aid and he is right that Teslas are selling like hot cakes. However, there are some troubling indicators - quality is going down (it was not great to begin with); service is abysmal; lack of focus (EV? FSD? Mass manufacturer? Truck or car? Van maybe?); ignoring customers; spatting with regulators; simply doing stupid stuff. Again, startup CEOs are so powerful at the early stage because they challenge everything and one or two things pan out. You cannot do that when you have a bigger company.
Elon clearly does not have the experience, state of mind, or maybe even desire to run a large company. He should have stepped down _before_ the ramp up and let someone else who have done similar thing before do it for Tesla. Elon would have been much more successful and beneficial for the society if he had fully re-deployed his talent in SpaceX and similar projects. I still maintain that Tesla is making a mistake bundling EV and FSD; spin-off FSD would be a great place for him to run.
Tesla shorters’ saw all of that but they did not factor in that nowadays it takes longer for those things to unfold because of the fan base phenomenon. See what happens with GameStop.
I know that we are getting off-topic but V11 is actually a symptom of a deeper, structural problem at Tesla. Once a critical mass of people realize that the events will unravel very, very quickly. It pains me to write that because I love the idea, the vision and the mission. But if I, as a lame person, can see those issue, I am sure that many people in other car manufacturers strategy departments see them as well.