With Musk winning back his $1T pay plan and doubling down on Robotaxi, Tesla looks less like an automaker and more like a belief system.
Earlier analysis showed how the choice between Model 2 and Robotaxi wasn’t just a business decision it was about maintaining a valuation tied to imagination.
Curious what others here think: is Tesla’s brand of narrative leadership still an advantage, or does it signal fragility?
When all is told, I'd bet that the key ingredients are that Musk is a messianic figure to men with Robin Hood accounts, and there are some financial shenanigans going on with investors that are sympathetic to his politics.
He just needs to buy a sports team or three to pick up the remaining sports gamblers who haven't joined the cult yet.
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[ 3.3 ms ] story [ 21.3 ms ] threadEarlier analysis showed how the choice between Model 2 and Robotaxi wasn’t just a business decision it was about maintaining a valuation tied to imagination.
Curious what others here think: is Tesla’s brand of narrative leadership still an advantage, or does it signal fragility?
He just needs to buy a sports team or three to pick up the remaining sports gamblers who haven't joined the cult yet.