I find articles like this, and the subsequent discussion about them, interesting. Tesla is a very aggressive auto company, and they have made a lot of huge bets. If more of their bets pay off than don&#x27;t, they come out ahead. That is very hard for investors to understand but some get it and some don&#x27;t.<p>And the really interesting thing is that Elon speaks pretty clearly about the things they are doing that they don&#x27;t know how they will come out, and this sets up an interesting cognitive dissonance in investors. When you tell someone &quot;this date is the one we put out to get alignment of our suppliers, we assumed not all of them would be ready.&quot; Financial people&#x27;s heads explode. They struggle with management not knowing exactly what is going to happen with events that are critical to the survival of the company. In their head a little dialogue goes &quot;well if they don&#x27;t know that, how do they even know they will <i>exist</i> next year?&quot; and I expect the truth is they don&#x27;t. Operating without a net is something Elon seems to be able to pull off when others can&#x27;t.<p>I do think the departures are a challenge though. Coming into an organization at a senior level and learning the strengths and weaknesses of the team is a hugely challenging thing to do. It takes time and if you don&#x27;t have that time it can be really stressful. You find yourself counting on teams to deliver that you have no idea whether or not they have what it takes. So you are hyperfocused on everything and keeping your baloney detector set to max sensitivity to try quickly identify what is working and what isn&#x27;t. It has to make replacing people at that level very difficult indeed.