Tesla Struggles Raise Concerns About Musk's Leadership
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Tesla sales dropped in Q1 2024, hurting investor confidence and raising concerns about Musk's leadership as a "part-time" CEO focused on other interests.
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Musk appears more interested in political commentary and culture wars on Twitter than fixing Tesla's core business issues.
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Some loyalists believe the feedback loop between Musk and the Tesla community is broken, with too much praise from "super fans."
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Musk has failed to deliver on key promises like the $25K model, Semi truck, and next-gen batteries, pivoting AI and robots instead.
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Investors and fans are split between supporting Musk unconditionally or wanting him to commit fully to Tesla's original environmental mission.