solar city Posts

Tesla: Lessons in Strategy and Governance

Tesla: Lessons in Strategy and Governance

Among all of the recent coverage of recent Tesla earnings calls, successive Model 3 production forecasts, and CEO Elon Musk’s early August tweet about taking the company private, I think there’s a critical strategic issue facing the company that has not yet been called out, and serious governance challenges which has been discussed but not yet resolved. Without resolving the governance issues, I don’t see how the strategic challenge will ever be properly understood or addressed.