Elon Musk appears to be bored with the daily operations of Tesla, leading to discussions about the need for a more hands-on CEO, similar to Tim Cook at Apple. While Tesla has established itself as the leading EV company, the current focus is on refining production processes and scaling efficiency—a territory that does not align with Musk's strengths in innovation. Alistair Barr suggests that like Cook, a supply chain expert could elevate Tesla's strategic position, particularly as the EV market evolves into a more competitive phase.
Elon Musk may be gradually losing interest in Tesla's operational details, signaling a potential need for a more process-focused CEO, similar to Tim Cook's role at Apple.
Investors are beginning to question whether Tesla can maintain its dominance in the EV market without Musk’s visionary leadership. A refined, process-oriented leader may be necessary.
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