It’s always interesting when the perception given by the media is so far removed from the actual facts.

I don't think tsla shareholders are complaining.

I don't think that he really runs the company, and kicking him out will most likely not change anything technical, but it will affect the company image among shareholders, most likely negatively.

I thought it was similar FB where Zuck owns enough voting shares to be effectively untouchable as well.

- the cases are rare, once every several months

- the affected battery pack is usually replaced free of charge

- many of the cases are from Chinese in North America, and even one case is about imported Model 3

Considering Chinese media prefer reporting Tesla defects to gain more clicks, I would assume this is not a Shanghai-specific, broadly affecting problem.

I'm not sure about yours, but if you do end up needing a replacement, replacing the car soon after might be a wise move.

It is weird.

He held undisclosed stock, made millions of dollars worth of referrals to Tesla, and was owed hundreds of thousands of dollars from those referrals all while reporting positively on Tesla while actively refusing to disclose their clear conflict of interest even when the issue was raised.

/s

TBH, though, I also wonder why auto companies tend to be valued so lowly. Often P/E ratios are in the single digits, and frequently paired with high dividends.

Maybe both valuations are really wrong.

Turning the impossible into late is a legitimate business strategy, because you create markets that weren't there before (like cheap satellite launches).

And he has a history of doing this, and he's trying to do it again with optimus and robotaxi. There's massive potential in humanoid robots and robotaxis, which is why people are willing to take a risk. You might think that's irrational, and that's fine. Others do not.

Compare this to other car companies, they don't offer any vision of changing the future in any major way or bringing new products to market. That is boring and predictable. Still valuable, but not as much as Tesla.

Now that our domestic grid storage market has "crossed the chasm" -- new energy with solar & battery is cheap enough and quickest to deploy -- methinks future Tesla will do fine. Surely making up for any lost vehicle revenue.

Tesla has solved the problem of unit profitably manufacturing EVs. Outside America and other petrostates, these are broadly accepted to be the future of transportation. (It’s getting its ass kicked by BYD, which didn’t distract itself with a Cybertruck or what increasingly looks like an Optimus follow-on. But being the only American challenger in a new economy is not worthless.)

Tesla’s also lead by a man who has consistently made money for his investors. Even when bets are bad, e.g. Twitter, he’s financially engineered an outcome that ensured, at the very least, nobody who backed him lost money.

Tesla being public, he can’t provide that sort of assurance to everyone who buys at any price. But he can at least credibly pretend to do that for anyone who buys in or near a primary.