14 Matching Annotations
  1. May 2019
    1. squad of Ford manufacturing and logistics engineers into the company that cures what ails it.

      Sounds like Armageddon. Much more likely this approach would destroy all that is good about Tesla.

    2. And Musk will have to listen to his board, as well as to suitors.

      Not necessarily. If the stock fall further, Musk himself could acquire the 30% he heeds to become majority owner.

    1. It also has to back off from disruption

      Tesla was founded to achieve disruption. Tesla has achieved disruption. Why would they stop doing what has worked so well?

    2. I've always preferred the idea of Tesla as a solid, small-to-medium-sized carmaker

      I bet you preferred small, until it became medium. In just a year or two. In another few years, we arrive at large. This is where the value comes from, not from selling cars.

    3. General Motors sold nearly 3 million vehicles in the US alone and has made tens of billions on profits since its own 2010 IPO

      General Motors also went bankrupt

    1. Elon Musk, with a $2.3 billion package

      More accurately: $0 package, UNLESS value of company goes up 18 fold, to $650 billion, at which point it seems fair to let him have 0.5% of that....

      Makes one wonder if the other pay packages are equally misrepresented, here, and perhaps the entire conclusion is flawed.

    1. The pay package Tesla promised to Elon Musk was so large, we had to add an extra dimension to the chart below to display it accurately

      It would be relevant here and should be mentioned that Elon Musk's compensation is conditioned on enormous growth of the company, and he receives nothing if that does not happen.