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    • I have. I've wondered if he's buckling under the pressure, which would be a terrible shame given how amazing his products are. I used to work for Steve Jobs after he got fired from Apple, and I thought Steve was losing it then too.

      There were even rumors that Apple has decided to go forward with their car in part because of the vulnerable position Elon seems to be in.

      Kara Swisher wrote an amazing story in The New York Times about whether Elon has lost it and here's a quote:

      This week I have talked to a lot of people who know Mr. Musk, including those who adore him and those who have had it with his brusque intensity. And what I found among his current and former colleagues is that they really have the exact same story about an impulsive and driven boss who runs a very hot and messy kitchen and does not spend a lot of time apologizing for it. Some grew weary of this and left, while others thrive under the withering lights. Still others left and then came back, drawn in by the glow.

      📷: Teslarati

    • For years many investors have been booing his Tesla decisions. There's so much Tesla drama on Wall Street. I'd be sick of it. I'm sure he is. I wonder if him talking about taking Tesla private is a sign that he's cracking under pressure. But could it be his play all along? Selling it off to the Saudi's to hedge their oil investments seems awfully enticing for both sides. Tesla can demand a good valuation because buying the most advanced EV maker is pocket change for Saudi Arabia, a few percents of their $4 trillion oil reserves.

    • Elon's definitely not crazy, but he is impulsive and emotionally fragile, and I think he enjoys being subversive. This works both for and against him.

      PayPal, SpaceX, Tesla, and The Boring Company are all based on subversive ideas. PayPal revolutionized online payments by subverting the norms of the stodgy banking industry. SpaceX revolutionized space launch technology by embracing reusable rockets made from low-cost off-the-shelf components. Tesla subverted the car industry by making all-electric cars that looked great, drove well, and got better over time through free over-the-air software updates just like cell phones. And The Boring Company is trying to subvert the norms of transportation infrastructure by expanding transit through inexpensive underground tunnels rather than above-ground roads and rail.

      But Elon also has trouble not speaking his mind, and for a powerful man he's surprisingly emotionally vulnerable. He cares deeply about what people think of him and his companies. I think he thinks highly of himself and his accomplishments, but also has a deep well of self-doubt and anxiety. When people attack him or challenge his view of himself, he tends to lash out. And because he invests so much of himself in his companies, he takes criticism of them personally.

      What's interesting is that when criticism comes from a place of good intent — such as a Tesla owner tweeting him and asking him to improve something they don't like about the car — he typically responds humbly and graciously. If you read his replies on Twitter, you'll often see him engaging positively with Tesla owners in this way, and it's really interesting to watch.

      This is why I don't think Elon is crazy. If he were a complete narcissist or a sociopath, he would have a much harder time accepting honest criticism. But he actually seems to like criticism when it's truthful and well-intentioned. If it seems (in his judgement) dishonest or backed by an ulterior motive, though, he overreacts and lashes out.

      I think the controversial "taking Tesla private" tweet that the SEC is now investigating is one example of Elon impulsively giving in to his desire to subvert norms and hit back at people — short sellers — who he sees as unfairly attacking him. It's not smart behavior from a CEO, but it wasn't completely crazy either.

      That was Elon strolling right up to the line and then taking a little step right over it and daring the world to do something about it, because, for better or worse, that's what he does.

    • Cliché time.

      1/ Intelligence and good judgment are separate things. The one does not imply the other.

      2/ Emotional IQ is an underestimated skill/talent.

    • Fascinating, Ryan. That feels right.

      I wonder why their are no rumors of Larry Page buying Tesla. According to the bio of Elon, he stays at Larry’s House a lot, they’re great friends, and Google buying Tesla was the backup plan.

      According to Richard Saul Wurman’s book, Understanding Understanding, Larry says in some ways it’s easier to do really big things because there are only 11 people on earth who will try them, and he knows them all.

    • This interview in the New York Times is incredible.

      In the interview on Thursday, Mr. Musk alternated between laughter and tears.

      He said he had been working up to 120 hours a week recently — echoing the reason he cited in a recent public apology to an analyst whom he had berated. In the interview, Mr. Musk said he had not had taken time off of more than a week since 2001, when he was bedridden with malaria.

      Elon sounds like a lonely, emotional guy under incredible stress, but he doesn’t seem capable of giving himself a break.

    • Seems like he an emotional wreck.
      Someone should take him to New Zealand and take his phone away from him and put him on a motorcycle and show him around the South Island for 8-10 days.
      Helmet time is the best thing to fix a foggy brain and give you back a clear head.
      There is very little traffic and amazing scenery, it's the antidote for a stressful life.

    • Your emotional wreck comment and Ryan pointing out he hasn't had time off since 2001 reminded me of Walt Disney. I got fascinated with Disney's rise + many failures and when the stress became too much because, as his brother Roy kept saying, he was trying too many bold things—like trying to make full-length animated movies and BUILD A HUGE AMUSEMENT PARK, his doc said he needed 3 weeks off to chill.

      He had so many problems...employees protesting, fights with his brother over Disney's finances, etc. But he came back a new man, apparently, after 3 weeks off.

      Speaking of problems, TechCrunch has a dramatic story this morning: New whistleblower claims against Tesla allege drug trafficking, theft and phone hacking coverup.

    • Well Tesla short sellers made a billion dollars today as Tesla shares slid 9%. Musk is having quite a battle with short sellers who bet on the stock going down and thus have incentive to see it go down, so they publish critical views about the company. Tesla has, as a percentage of its stock, one of the largest volume of any companies in history.

      However, short sellers lost a lot of money on Tesla up to this point: $5 billion or something like that since 2016, because the stock kept going up. Musk says they could well destroy Tesla now, tho.

    • I think the controversial "taking Tesla private" tweet that the SEC is now investigating is one example of Elon impulsively giving in to his desire to subvert norms and hit back at people — short sellers — who he sees as unfairly attacking him

      The Indicator by Planet Money says that his tweet about taking Tesla private was more likely a tactic to get the stock price to go up. The SEC might be speculating that it was a financial move, but I think you're right. He's probably taking a stab at short sellers. I bet it was more an emotional impulsive than a finacial tactic.

    • The more I see Elon picked apart in the media, the more I think he is not crazy, instead, he is deteriorating from stress. It's causing him to work 120 hour weeks and to rely on drugs, like sleeping pills, to keep pushing.

      Many speculate he is bipolar. He even said "Yeah" when someone asked him on Twitter. I think he is bioplar-2. And IMHO people like him are not crazy. Crazy people are delusional. His hypomania has pushed him to build landing rockets and turned the auto industry upside now. That's not crazy. That's ambition. And now it's history.

    • I think Elon is unreasonable in the most wonderful way. No one ever said it better than George Bernard Shaw:

      The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself. Therefore all progress depends on the unreasonable man.