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cover of episode Elon Musk staying with tesla for 5 more years

Elon Musk staying with tesla for 5 more years

2025/5/21
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Elon Musk Podcast

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Will Walden: 我认为马斯克决定继续担任特斯拉CEO至少五年,是对当前公司面临的挑战和未来发展方向的重要回应。特斯拉目前面临销售额下滑、投资者信心不足、政治压力以及电动汽车市场竞争加剧等多重挑战。马斯克选择留任,并减少政治捐款,表明他希望稳定公司运营,专注于长期发展战略。他坚持保持对公司的控制权,特别是约25%的投票权,这对于确保他能够继续推动特斯拉在人工智能和机器人技术等领域的创新至关重要。虽然马斯克的政治立场和行为可能对特斯拉的品牌形象和销售额产生负面影响,但他选择退出政治捐款,可能有助于缓解这些负面影响。未来,特斯拉需要证明自己能够再次提高交付量,保持稳固的利润率,并成功推出Robotaxi服务。如果马斯克能够实现这些目标,他的五年承诺将具有实际意义,并有助于恢复投资者信心。否则,投资者可能会对马斯克同时领导多家公司的能力产生怀疑。

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Welcome back to the Elon Musk podcast, the world's authority on Tesla, SpaceX, X, Neuralink, and all things Elon. I'm your host, Will Walden. Thanks to our amazing community members like you, we've reached the top 15 of Spotify's video podcasts, the top 10 opportunities.

audio podcast on both Apple and Spotify for the tech category. So you all make this possible. If you want to support us more, check out our Patreon. That's patreon.com slash stagezeronews so we can keep this free and open for you to enjoy.

Something interesting happened the other day. I was looking through our stats on Spotify and Apple podcasts, and I noticed that about 55% of you are not subscribed to the show. That means 45% of you are subscribed, and I really do appreciate your support.

Now the other 55% of you are awesome, but I'm going to ask you for a favor. Could you please hit the subscribe button? It'll take you one second. I'm going to promise you 10 years of this podcast for free. No paywalls. I'm not going to charge you anything ever, but I'm going to give you 10 years of this show for free. I've already been doing it for five years and I plan on doing it for 10 more. And the only way that we can continue doing this is with your support.

So one second of your time to hit the subscribe button right now would help the show tremendously. Thank you so much. Elon Musk says he's staying put as Tesla CEO for at least the next five years. Well, what does that actually mean for the company and for everyone who depends on his products, services and stocks? This isn't just a comment about his career, though.

Elon is responding to rising pressure from all sides, lagging sales, investor uncertainty, political blowback, and growing competition in EVs. In a public conversation at an economic forum in Doha, Musk made two things clear. First, he's not stepping down from Tesla anytime soon. Second, he's backing away from big political donations, at least for now. Said he thinks he's done enough

On that front, referring to the nearly $300 million he gave to support Donald Trump's 2024 campaign and related efforts. But he left the door open for future contributions, saying he'd donate again

if he felt there was a reason. He also explained why he's sticking with Tesla. The answer is control. Musk says he wants to maintain about 25% of the company's voting power. That level, according to him, gives him just enough influence to guide the company without owning a majority. For investors, that's a clear signal. He's not going anywhere unless his influence is threatened.

Now, the stock responded quickly, rising slightly after his comments. And Tesla shares have taken a hit this year, losing about 20% of their value. Investors have been uneasy because Tesla's car deliveries fell 13% last quarter. The steepest decline since 2020. Fewer deliveries mean less revenue and less confidence from buyers.

Some of that drop in sales may have tied Musk's political leanings to the right in his political profile. And in the past few months, Tesla showrooms in cities like Berlin and Chicago saw protests from people upset with his connection to Trump's government reforms. In Europe, consumer groups are encouraging buyers to pick local brands over Tesla. Musk admitted that the backlash actually hurt. His decision to step back from politics

maybe less about ideology and more about protecting Tesla's brand. Political spending created public tension. Republican insiders say losing Musk as a donor will hurt, but they'll adjust. White House officials still believe Musk will support Trump behind the scenes, but for now, he's choosing business stability over political headlines and stepping back.

This also affects other Musk-led ventures. At the same event, he mentioned a possible public listing for Starlight. This is a satellite internet company made by SpaceX. Once its cash flow stabilizes, an IPO could actually happen. That would open the door for regular investors to buy shares in one of Musk's

most ambitious businesses. He also gave an update on XAI, his artificial intelligence company spun out from Tesla. He said the company is scaling up a huge supercomputer called Colossus to power new AI features in Tesla cars. That's supposed to reduce lag and help with self-driving and voice commands.

For now, Tesla's strategy remains rooted in two areas, AI and robotics. Musk sees these as the future of the company. That's why he's holding out of control. He wants freedom to pursue these long-term ideas, even if they don't immediately lose profits. At the same time, Tesla is still under pressure to stay competitive on price. Earlier this month, it launched a new Model Y for $44,990 in the U.S.,

After tax credits, the price drops to $37,490, which helped boost demand in a key segment. Internal data shows orders for the new version came in 18% above forecast. Still, Musk's popularity is divided. A Reuters poll from May shows that 58% of Americans view him unfavorably. But among Republicans, his favorability is very strong, around 70%.

Among Democrats, it's just 18%. The political divide is another reason Tesla's sales have become unpredictable. Inside the company, questions remain about leadership stability. Board Chair Robin Denholm denied reports that Tesla was looking for a new CEO. But many investors are still uneasing. Key executives in software and manufacturing have left the company. And Tesla's valuation depends heavily on Musk's personal vision. Robotaxis. AI?

and humanoid robots. The customers rely on the company for long-term support, charging networks, updates, resale value. And when Musk is focused, those systems improve. When he's distracted, they stall. His renewed five-year commitment could offer some stability.

It also matters politically. Musk's retreat from campaign financing could slightly shift the money dynamics in the 2024 election. He's been the GOP's biggest single donor. Without him, they'll need to raise funds elsewhere. Still getting around to that fix on your car? You got this. On eBay, you'll find millions of parts guaranteed to fit. Doesn't matter if it's a major engine repair or your first time swapping your windshield wipers.

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That shift could change how issues like EV tax credits or manufacturing subsidies get debated. Looking ahead, Tesla has to prove itself once again. Musk's goals are clear, though. Get deliveries growing again, keep profit margins solid, and launch a working robotaxi service this summer. If he can do all three, his five-year promise actually means something.

If not, investors may begin to doubt whether one person can lead multiple futuristic companies while steering a car company through real world competition. Musk says he's staying. Now he has to show up.

I want to say thank you so much for tuning in to the show today. I really do appreciate your support. If you could take a second and hit the subscribe or the follow button on whatever podcast platform that you're listening on right now, I'd greatly appreciate it. It helps out the show tremendously and you'll never miss an episode. And each episode is about 10 minutes or less to get you caught up quickly. And please, if you want to support the show even more, go to patreon.com slash stage zero.

And please take care of yourselves and each other, and I'll see you tomorrow.