So I saw a lot of “the Cybertruck will be the end of Tesla” posts today, and I started thinking about that a little. I think the answer is a very solid “nope!”, even in the event of actual massive failure. Allow me to explain.
I think the outcome really depends on how you define “the end of Tesla”, and who is really making the important decisions at Tesla.
Scenario 1 is that the adults in the room (the board?) immediately cancel it. Stop the bleeding, end the PR disaster, and write everything possible off. Ship what’s in production and stop everything else. Musk gets to spend the next decade telling everyone they’ll try again in 2-3 years ( remember when he said we’re be on the Moon in 2-3 years? In 2017?), and generally blame the wokes, the normies, whatever. Tesla the company will probably take a huge hit, and possibly set up a future actual failure, but mostly they’ll be OK. Other car companies have launched failures; it’s fine. It’s practically normal. Ford didn’t go under because a model of Mustang wasn’t super popular.
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