Part 8/9:
Despite Tesla's enviable lead, discussions turn to "key man risk," specifically Elon Musk's unique role at the helm of Tesla. While other leaders within Tesla are incredibly adept, the potential for disruption arises if Musk were to leave. This would not refine Tesla’s trajectory as the automotive production and robot deployment would rely heavily on his vision and decision-making grit.
Even if existing projects such as the Robo taxi or bot endeavor are well underway, without Musk’s courage and forward momentum, it’s feared that the company could regress to traditional corporate strategies driven by Wall Street pressures. This concern raises larger questions about reliance on singular leadership in pioneering sectors like autonomous driving and robotics.