Part 10/15:
He reflects on how Musk’s leadership has become polarizing—with some viewing him as a visionary connector of technology and industry, and others criticizing his business practices and public persona. Musk’s potential departure could indeed alter Tesla’s brand image, which over the years has veered from being a symbol of innovation to a divisive figure.
The Future of Tesla: Opportunities and Obstacles
Given the current trajectory, Owensman suggests that Tesla’s core business—electric vehicles—faces significant headwinds. Competition from Chinese automakers, changing consumer preferences, and Elon Musk’s increasingly political and outspoken profile contribute to market share erosion and slowing growth.