I am a huge Tesla fan (and Elon fan). I own stock (shortly after IPO). I have a model 3 reservation. I have been singing their praises for a long time. Elon is an incredible visionary and probably an incredible engineer. This is a great combination for making the impossible possible.
And I totally agree with this article. If not a new CEO, Tesla needs a good COO. They need excellent, consistent execution, not novel, groundbreaking execution. They have 100's of thousands of reservations for the 3 (and I don't know how many powerwall and solar roof reservations). If they can just execute on this, the world is theirs. But if they continue to have delays and major, public mistakes like the model 3 ramp, my stock purchase may have been a poor choice.
And I totally agree with this article. If not a new CEO, Tesla needs a good COO. They need excellent, consistent execution, not novel, groundbreaking execution. They have 100's of thousands of reservations for the 3 (and I don't know how many powerwall and solar roof reservations). If they can just execute on this, the world is theirs. But if they continue to have delays and major, public mistakes like the model 3 ramp, my stock purchase may have been a poor choice.