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.
Philip Lay spent two decades as an account executive, general manager and entrepreneur, before becoming a strategy advisor and managing director with The Chasm Group in 1995.
Today Philip is visiting professor at IESE business school in Barcelona and serves on a public-company board alongside his advisory activities with boards, CEOs and management teams.
Major clients include Autodesk, Compuware, HP, NetApp, Rackspace, SAP, and Salesforce.com.