Tesla succeeded because Musk could override bureaucracy. Now the organization is calcifying around that dependency. The company moves fast when Musk is engaged, slowly when he is not. This is unsustainable at scale. Compare to BYD (3.4) which built systems, not dependence.
Musk can decide instantly. But organization increasingly bureaucratic. Factory decisions fast, corporate slow.
Cybertruck delays (years). FSD promises vs reality. But manufacturing iteration is excellent.
Musk-dependent. Key decisions require his attention. Brain drain to SpaceX, xAI, etc.
Gigafactories are massive fixed assets. Supercharger network. Vertical integration.
High turnover. Musk style polarizing. Best talent often leaves for other Musk ventures.
Factories, battery production, robotaxi development. Massive capex requirements.
Siloed between auto, energy, AI. Over-the-air updates are bright spot.
"Tesla succeeded because Musk could override bureaucracy. Now the organization is calcifying around that dependency. The company moves fast when Musk is engaged, slowly when he is not."
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