The Electric Vehicle (EV) discussion thread (Merged)

He has no reason to voluntarily step down and his termination package is probably insane.

Probably. I think he probably gets least another phase of development before those questions become significant. It's true that they haven't come out with a meaningful new model in years and the sales are driven by the low end of the model line. Of the high-end models, X and S are a tiny fraction of deliveries, likely due to limited demand resulting from quality competition and very few updates from Tesla. Cybertruck is basically a disaster and Tesla recalls and failures are far more notable these days than its successes. He is touting AI and he is promising manufacturing revolutions - but from what I have read about Tesla's manufacturing process, it's got nothing on the European and Japanese automation. So he would really have to deliver on that.

But with all of the competition coming to market in both the US and the world (most notably China) it does very much feel like the next phase of Tesla needs to happen in the fairly near term (8Q? 12Q?). If he doesn't either deliver or show very concrete, tangible plans to deliver that next phase, the board may have to make a decision.