Idk, even before Musk went full meth head things were already heading south pretty fast - they’d completely squandered their first mover advantage and their “move fast and break things” approach was really starting to take a toll on their brand reputation. Teslas were already starting to be known as expensive cars with terrible build quality, then the constant delays and broken promises about self driving did them no favors either.

A Tesla made sense when they were pretty much the only really viable luxury EV, but when you can get equivalent cars (with better build quality) from established Western manufacturers for ~75% the price or from a Chinese manufacturer for ~60%, what advantage do they have?

Musk’s cult of personally is/was a big part of it, so they are kinda screwed either way - the stink of Musk won’t instantly vanish if they get rid of him, and taints everything while he stays

I find it telling that AGI people seem to assume that AGI will spontaneously appear as a distinct entity with its own agency rather than being a product that will be owned and sold.

People who have hundreds of billions of dollars can get mid-single-digit percent ROI by making very safe investments with that money, but instead they are pouring it into relatively risky AI investments. What do you think that says about their expectations of returns?