I listened to that podcast too and it got me thinking about Elon as a conglomerate. Think of him as GE. Do we combine things that are complementary (not just Tesla and X.ai but also SpaceX and Starlink), or spin them off. I still believe Elon wants to turn X back into a payments system but Thiel has his own dog in that hunt with Ramp.
Take Elon out of the equation and are these companies that would be better separately run? In my opinion, Tesla has mostly fumbled the opportunity with Powerwalls/home energy. Remember those cool roof panels that didn’t work? I think the plans for Optimus are too ambitious and will cripple the company. Adding X.ai exacerbates that problem.
Thanks, Deidre. That's a good point. Combining them could create even more distraction within Tesla and, therefore, even more of a mess / challenge. But I imagine that the different businesses within Tesla report directly to Elon. So it may not that be that different than having them as standalone companies.
I listened to that podcast too and it got me thinking about Elon as a conglomerate. Think of him as GE. Do we combine things that are complementary (not just Tesla and X.ai but also SpaceX and Starlink), or spin them off. I still believe Elon wants to turn X back into a payments system but Thiel has his own dog in that hunt with Ramp.
Take Elon out of the equation and are these companies that would be better separately run? In my opinion, Tesla has mostly fumbled the opportunity with Powerwalls/home energy. Remember those cool roof panels that didn’t work? I think the plans for Optimus are too ambitious and will cripple the company. Adding X.ai exacerbates that problem.
Thanks, Deidre. That's a good point. Combining them could create even more distraction within Tesla and, therefore, even more of a mess / challenge. But I imagine that the different businesses within Tesla report directly to Elon. So it may not that be that different than having them as standalone companies.