Saturday, December 18, 2021

More Musk Math

If Musk's Tesla stock was evenly divided between every Tesla employee, each one would get over $4 million worth of stock. And a lot of of them are making less than $40k/year.

It would be beautiful to see Musk forced out of Tesla, the way he forced out the founders. I realize that it wouldn't result in every poor schmuck Tesla employee getting $4 million, but I think that the boost to the company might just be huge. The boost in wages and other benefits, the boost in working conditions, the boost in the company's public image -- all of those things could be huge.

 

I know I'm dreaming. But I also know something else that not everybody knows: EVERYbody who tries to predict the future more than a week ahead is dreaming. We just don't know how things will work out. With Tesla or with anything else. There are simply too many factors. In this case: will the general public begin to see Musk as a bad man, bad for Tesla, bad for the environment, bad for himself, bad for just about everything except his net worth? I see him that way. A growing number of people see him that way. 

A number big enough to matter? Not yet. And if and when the number is big enough than Musk could be forced out of Tesla, out of the EV industry, so that all of those high ideals he claims to represent, but doesn't, could in fact be represented by millions of ex-Musk fans, spearheaded by a Tesla which actually did operate in a green and humanistic way -- if and when that will happen, is unknowable. There are too many factors. 

Such as the success or failure of other makers of EV's, and the quality of those companies. Such as how many people will no longer drive at all, such as public transportation and bicycles and plain old walking. 

Is Rivian a better company than Tesla? Is it run by people who are not monsters, who actually care about things other than their own net worths? I have no idea. They've made almost 700 RT1's. Still not very many at all, but they're much faster now than they were in September. 

Do Rivian's low production numbers mean they won't exist as a company a year from now? Or do they mean that Rivian wants to be known as the all-EV company which DOESN'T have panel gaps and other quality-control issues for the first 10 years?  

Things few people know yet. Things nobody knows.

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