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I have argued that there are no minds on Planet Earth as different from those of Donald Trump and Elon Musk. However, Musk is a wise operator and has always been – and it is clear that he learned some things through the Tweeter In Chief.
Trump loves chaos. His latest salvo – an irritating threat to close the entire southern border of the United States with Mexico, thus destroying the relatively robust but still fragile economic thrust of his tax cuts – is a classic example. Nobody knows what the plan is supposed to be, including Trump, and he likes it like that.
Trump sows confusion and dismay, so everyone ends up talking about … confusion and consternation. It's an unfortunate addiction because, although its approval rates are terrible by historical standards, its economy is the strongest in decades and it has been able to fulfill a broad promise. campaign that has become a kind of invisible: extracting the country from eternal wars with the alien.
Read more: Tesla is proof that the next 20 years in the technology industry will not be like the last 20
Do not confuse my positive point of view on these issues with a positive view of Trump. But it would be useless to ignore the extension of Trump's post-financial crisis, and if I can find one thing to admire about this guy, it's that even he's seems to like the military pomp and the circumstances, he is a little pacifist. Or, at least, he recognizes that stupid wars should not take place according to an indefinite timetable.
From Trump to Tesla.
What about Musk and Tesla? Well, it would also be pointless to ignore the monumental achievement of the all-electric builder: creating the first new American automotive brand in decades. Tesla's first-quarter sales rose 110 percent over the same period last year, the automaker announced last week.
Tesla currently manufactures and sells three vehicles. In just five years, it has dominated the nascent electric car market. While its financial challenges may be clouding the company's mainstream ambitions, it still has a viable life raft in its luxury sector, with attractive profit margins.
You would not necessarily know all this because the Musk / Tesla chaos engine has been overdriven for over a year now. I can forgive you if you have lost the thread of Musk's many controversies, but we have received a reminder this week when his last meeting with the Committee on Security and Trade was held before a judge in New York. order both parties to use their "reasonableness trousers" and propose an agreement with which they could live).
Musk is extremely talented for the design, engineering and function of chief cheerleader and best seller of electric vehicles. I drove everything Tesla built, and the cars were all great. It's a tough trick to succeed, especially for a guy who is on his first car company.
Musk does not support the dismal but necessary march of car manufacturing (he loves him so much that he actively seeks to reinvent her for three years). His reaction is not to step back and ask for help. Rather, it's doubling the chaos.
This does not always lead to #TOTALFAIL. Musk's dream of a massively automated assembly line for model 3 sedans ran into the same problem as all the massive automation efforts deployed in the automotive industry: this did not happen. not working. That's why Tesla quickly created a tent line in his factory parking lot. That would not have seemed unknown to Henry Ford. And it was widely ridiculed.
But now, it worked well and allowed Tesla to deliver nearly 250,000 vehicles in 2018.
It's about time that Elon hires a COO.
It was a beautiful and big tent and Musk could have celebrated a little more innovation of the seat. Instead, he returned to the hazel tweeting and memes lowered and at the same time performed a rather unobtrusive unveiling of the next Tesla vehicle, the Model Y SUV.
He does not seem to have the courage to change, just like Trump. And maybe it should not. At the same time, we must keep two thoughts in mind about Musk: he is a merchant of chaos; and that it is with Henry Ford and Enzo Ferrari and the small number of crazy and complicated visionaries who have created car manufacturers.
Let me start a third idea: Tesla would gain chaos in his past while accepting that Musk does not give up on insanity. It's a bit already happening. Automakers looking for outstanding leaders do not typically manufacture hundreds of thousands of vehicles every year.
General Motors, for example, is a rigorously disciplined company that has logged more than 650,000 vehicle sales in the first quarter. Even when GM had problems – after bankruptcy, it went bankrupt after all – its essential character has never been chaotic.
The best way to hasten the maturation of Tesla has already been the subject of much discussion: hiring a chief operating officer to effectively run the business while Musk does not change anything. That would have happened if Tesla (and Musk, to his credit) wanted it. And in truth, Musk has a long-time and competent lieutenant at JB Straubel who has already assumed some of this responsibility.
Tesla could benefit greatly if Elon stays on the ground for a few months.
I like to say that I am more comfortable with the chaos of Tesla because I have been watching the Elon Musk show for a decade and that I have already seen it. It's not that difficult to put chaos in a box and focus on the company, which, as I've already noted, has enjoyed the most robust sales growth of any automaker in the industry and reap the benefits with a dramatic increase in revenue each quarter. Automakers are expected to have huge cash on their balance sheets, and Tesla is no longer an exception.
Unfortunately, the rise in business has amplified chaos, increasing the stakes. There is a viable strategy here, and it's called "layin & # 39; low". Does this mean that Musk has removed the Twitter account? No, but that means that he could at least consider giving a few months of rest to his chaotic side.
The company could actually force him to do it. Tesla will likely post a lower profit for the first quarter, after two consecutive quarters with solid margins. The builder may well lose the game. That does not mean that Tesla is tanking, but that the execution is more important than the image. For the sake of Tesla and his loved ones, I hope Musk understood him.
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