Pivot Elon's Tesla Board Drama, Microsoft and Meta Earnings, and Bezos Bends the Knee
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May 2, 2025 The hosts dive into Tesla's boardroom drama, debating the viability of Musk as CEO. Media interactions with political figures take center stage as they critique Trump's recent interview. They analyze Microsoft and Meta's surprise earnings, noting Microsoft's cloud growth. The conversation flows to Apple's antitrust issues, reflecting on corporate transparency amidst political dynamics. Bezos's response to Trump adds another layer of intrigue, all while examining the tech industry's competitive landscape.
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Tesla Board's CEO Concerns
- Tesla's board likely sought a new CEO due to falling sales and Musk's diverted focus.
- Goodwill persists but impending product pipeline issues raise serious concerns.
Ideal Tesla CEO Profile
- The next Tesla CEO should come from the automobile sector for industry expertise.
- Contracts must guarantee board support and strong severance to ensure independence.
Musk's Strategic Pivot Option
- If Musk remains CEO, he should shift Tesla's identity toward data and AI to divert attention.
- Merging Tesla with XAI could mask automotive struggles and reinvigorate investor confidence.