Comment by dubeye
6 hours ago
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?
Revenue has flatlined, but investors' confidence comes from Musk's track record for delivering good returns to investors. I think we can agree Musk succeeded in 2020 to 2025 in this regard. Whether you are confident he can do it again over next five years is the key question.