Part 7/9:
A crucial point in this conversation revolves around Musk's penchant for multi-tasking—running several companies simultaneously—and the potential impact of this dual focus on Tesla's performance. Wesley articulated concerns about Tesla’s current vacuum of new products, its polarizing brand image, and increased competition.
Competition and Market Comparison
As the competition intensifies, Tesla faces aggressive rivals such as BYD and novel lower-priced EV options in markets like China. The mention of an $8,000 variant that includes full self-driving tech raises serious questions concerning Tesla's competitive edge, especially given that the company charges substantially more for its full self-driving capabilities.