Radio Atlantic Elon Musk's Luck Runs Out
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Apr 24, 2025 Patrick George, Editor in Chief of InsideEVs, dives into the troubling state of Tesla and Elon Musk's evolving challenges. He discusses the stark 71% drop in profits reported by Tesla, reflecting a significant shift in public sentiment from admiration to skepticism. George highlights the fierce competition Tesla faces from emerging players and the struggles in navigating a polarized reputation. He also examines how Musk's ambitious visions clash with the current technological realities, leaving the future of Tesla uncertain.
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Early Tesla Coverage Anecdote
- Charlie Warzel shared his early experience covering Tesla and interviewing Elon Musk on the factory floor in 2012.
- He recalls the Model S production challenges and how the car proved the case for electric vehicles globally.
Tesla Value Linked to Musk's Persona
- Tesla's value is deeply tied to Elon Musk's persona and future promises.
- The stock relies heavily on faith in Musk's ability to deliver autonomous driving and revolutionary innovations.
Tesla's Crisis: Alienated Base
- Tesla faces its biggest crisis due to backlash alienating its original progressive base.
- Conservative buyers admire Musk but remain unlikely to purchase Teslas, hurting sales.