The Powers That Be: Daily Tesla’s Trillion-Dollar Question
Oct 28, 2025
Bill Cohan, a journalist and finance expert, joins to explore Tesla's precarious future without Elon Musk. They dive into whether a new leader could steer the electric car giant successfully. The conversation shifts to the wild resurgence of meme stocks, with Cohan shedding light on how cult-like followings fuel irrational market rallies. They even question the government's flirtation with quantum computing firms, highlighting the peculiar dynamics between politics and speculative interest.
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Rivian Owner Praise Versus Hybrid Frustration
- Peter describes his poor experience with a hybrid Jeep and contrasts it with Bill's Rivian ownership praise.
- Bill calls his Rivian a dream car and praises RJ Scaringe's leadership as the anti-Elon.
Can Tesla Survive Without Musk?
- Tesla's board warned Elon Musk could leave if shareholders reject his $1 trillion pay package, forcing a reckoning about his indispensability.
- Bill Cohan argues Tesla could survive without Musk and might benefit from a seasoned car executive focusing on cars.
Musk's Time And Incentives Are Divided
- Bill questions Musk's day-to-day involvement and suggests his other ventures may already occupy his time.
- He believes Musk has enough wealth to act in shareholders' interests without a new trillion-dollar package.
