Part 7/11:
The stability of Musk’s leadership remains vital. With ongoing speculation about Musk’s potential political engagements or distractions, the consensus is that he remains committed to Tesla’s core mission. Musk’s experience in Washington, D.C., and lessons learned, position him as a “wartime CEO”—focused on navigating both market and political landscapes to advance Tesla’s technological ambitions.
There is concern about “key man risk,” given much of Tesla’s future valuation hinges on Musk’s ability to develop and deliver the groundbreaking products such as full autonomous driving and humanoid robots. While other tech giants like Nvidia are developing competing AI products, Musk’s unique control and vision are viewed as crucial in maintaining Tesla’s leadership.