Comment by dubeye

5 hours ago

It's a derogatory comment among certain types of technical employee, I would agree. Not so much amongst those in leadership or softer roles.

I wouldn't put cybertruck in the win column personally

It's increasingly something the general populace is not a fan of, at least that's been my experience.

so if the cybertruck is not a win, what in the last 5 years is?

I think this is why he gets away with it. A "win" is a product delivered years late for 3x the promised MSRP with 1/10th the expected sales. With wins like these, what would count as a loss?

  • He gets away with it for one reason only, and because he consistently delivers good returns on capital.

    Most of Tesla's revenue derives from Model Y and FSD subs. I agree that Cybertruck was a marketing ploy. Don't think it was ever intended to be materially revenue generating.

    • > He gets away with it for one reason only, and because he consistently delivers good returns on capital.

      Didn't Tesla just have a terrible 2025, with European sales plunging due to the stigma of owning a swasticar?