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The benchmark for good management is higher than “often delivers.”

I have no issue calling Musk a wildly successful businessman as he has made several great investments including getting companies off the ground, however his track record for actually running things is questionable. Was ‘taking Tesla over from its founders’ a good idea or not is different than ‘was investing in Tesla’ a good idea. Financially it definitely allowed him to extract more money from the company so it’s a good business decision, but as far as actually running things I don’t know.

The Roadster v2 is a no show and the Cybertruck is a failure, the 3 on the other hand is successful but part of the initial pitch for the company. The minimally innovative model Y is arguably his biggest success as a manager. Even the charging network Telsa’s biggest strategic advantage has become deprioritized. Boring, X, and Tesla Solar have clearly been mismanaged. Neuralink is a long way from delivering anything viable as a company.

The parts of SpaceX he’s seemingly ignoring are doing way better than the bits under his focus. Starlink is doing well and he definitely had a hand on that so that’s something significant.



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