Part 6/13:
Discussions around blame are contentious. Some hold Tesla’s leadership accountable, citing strategic missteps or external geopolitical issues. Others, like Hans, contend that supply chain disruptions and macroeconomic headwinds are largely responsible, and that these issues are likely temporary. Matt Smith echoed this, emphasizing Tesla’s resilience, citing their adaptability during COVID-19 and optimism about supply chain recovery in the near term.
Specifically, debates flared about the role of Tesla’s board members—should they be replaced or reoriented? Panelists agreed that Tesla’s directors are well-qualified; leadership's strategic decisions, especially regarding product launches like the Cybertruck, are viewed in context—deliberately sequenced to maximize technological readiness.