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    Home»AI Careers & Skills»Serious question: why do people think Tesla will survive?

    Serious question: why do people think Tesla will survive?

    AI Careers & Skills June 23, 2026
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    This isn't a highly technical question, but I think it is critical all the same. Why do people think Tesla will survive Musk?

    Tesla is already grossly, wildly inflated beyond any other car company–and yes, it's still a car company–and has spent years failing to deliver FSD. That's starting to become a very, very large problem.

    And Musk has now deeply and irrevocably alienated some 10-50% of potential investors and customers, some of whom were previously diehard Tesla fans. Those people are never buying a Tesla product. Ever. And you might think they are overreacting, or the salutes where just "Roman," etc., but none of it changes the fact that they are forever boycotting Tesla.

    The only two bullish arguments I can think of are, first, that Musk will create such uniquely amazing technology that everyone will forgive his indiscretions. But even if Musk has some unique, amazing magically technology–which he doesn't–who is going to use it? If Hitler has a monopoly on magic carpets, you don't reluctantly buy one. You just walk. Because if you buy the carpet, everyone else is going to think you're a Nazi. Even if you fire Hitler, no one is going to buy magic carpets from former Nazi carpet merchants, not for a very long time at least. And Tesla doesn't even have a monopoly. It's pretty far behind in some key areas.

    The second argument would be that his affiliation with Trump will forever protect Tesla stock price. But Trump doesn't have a trillion dollars to give Musk, not that he would, and government largess isn't going to get you very far with extremely limited customers and investors.

    So what's the case I'm missing here? Why wouldn't you short the hell out of this stock?

    Edit: Thanks for the feedback, this has been productive. The best answer I'm seeing is that Tesla can get rid of Musk once he starts hurting the bottom line. That's a logical line of thought, but I think it is already too late. We shall see when and if it happens.

    Edit 2: Friends, you don't have to do this, but please don't think Tesla will just be able to wash all of this with the right PR team and a new CEO. This isn't like Anheuser-Busch having a bad quarter because of a trans model. Tesla and its board apparently let a **** remain CEO. That's on Tesla, not just Musk. "Never forget" means never forget.

    Edit 3: For stats: 32% of US car buyers today would not consider a Tesla versus only 17% in 2021; Tesla favorability perception drops from 33% in 2018 to 9% by Jan. 2024 to 3% in Jan. 2025; Tesla ranks least favorable among consumers interested in buying an EV; Republicans like Musk but 48% don't like EVs; 60% of UK car buyers refuse to consider a Tesla; one in three Dutch Tesla owners want to sell, etc.

    Those are brutal numbers. And maybe all of that damage can heal if Musk ever gets ousted. But with tightening competition, there's a point of no return.

    Edit 4: Ok, so hard no on the "but it isn't a car company" angle. About 88-93% of Tesla's revenue is tied to automotive, meaning it's actually more of a car company than other car companies, like, say, Volkswagen (15% financial services). Or BYD, which is ~80% automotive with the rest being electronics, energy, batteries, and semiconductors. So basically its a better Tesla. And Tesla isn't a tech/AI/robot/home company for the same reason that McDonald's isn't: neither of them sell those products.

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