Tesla Might Have a Fix for the Elon Musk Problem
Tesla's Musk Problem and Leadership Crisis
Key Takeaways
Tesla faces deepening brand damage as Musk's political actions alienate core EV buyers, with European sales dropping 39% and German sales plunging 62% in early 2025 .
An executive exodus has stripped Tesla's leadership, with over one-third of top executives departing since 2023, including heads of software, batteries, and robotics .
Musk claims he’ll refocus on Tesla with “24/7” work intensity, but experts argue his presence—not absence—is the core problem .
The robotaxi launch (targeting June 2025) is Tesla’s moonshot bet to pivot from cars to AI, but it lags behind Waymo’s proven 10 million paid rides .
Employees and investors demand structural fixes: A shareholder group (holding 7.9M shares) urges tying Musk’s pay to 40+ weekly hours and adding independent directors .
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