Tesla’s shareholders push for a full-time CEO as Elon Musk’s focus drifts to politics, X, and robots. Can Tesla thrive without his full attention?
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Some Tesla Investors Want a Full-Time CEO — But Not Musk
Tesla is at a tipping point — but is Elon Musk still the right man to steer it?
Elon Musk once made Tesla the most valuable car company on Earth. Now, many shareholders say he’s too distracted — and it’s hurting the company’s future.
Musk’s Split Attention
2025 is a make-or-break year for Tesla. Musk himself called it “maybe the most important” in the company’s history, promising the long-awaited robotaxi rollout and a push into humanoid robots.
But instead of focusing on Tesla, Musk is:
🚫 Fixing problems at X (formerly Twitter)
🚫 Launching a third political party
🚫 Battling political firestorms on social media
As Ross Gerber, an early Tesla investor, bluntly says: “Tesla is a massive company that needs a lot of attention — and it just isn’t getting it.”
Sliding Sales & Sinking Stock
Tesla’s core EV business is suffering:
- Plunging profits: Tesla just reported the worst sales drop in its history — two quarters in a row.
- Shrinking tax perks: New laws cut $7,500 tax credits for EV buyers — a huge hit for demand.
- Stock crash: Tesla’s market value is down more than a third from its all-time high.
Meanwhile, upstarts like Waymo are rolling out real-world robotaxis faster than Tesla’s secretive pilot in Austin.
Investors: ‘Time for Ground Rules’
Dan Ives, a top tech analyst, says Tesla needs to lock Musk in:
“Tesla can’t survive Musk spending more time building a political party than cars. The board must set ground rules now.”
Some big investors agree. Public pension funds with Tesla shares sent a letter to the board this year, demanding Musk spend real time on Tesla — not distractions.
Musk’s reply? He told one critic on X to “Shut up.”
Does Musk Even Want to Run Tesla Anymore?
Gerber, who made over $100 million on Tesla stock, says Musk just isn’t interested in EVs now that the shine is gone.
“He doesn’t want to be in the car business anymore. He’s trying to distract people with shiny robots and robotaxis — but he has no fix for Tesla’s real problems,” Gerber says.
Despite the frustration, Musk’s grip on Tesla is firm. The board isn’t likely to push him out — and there’s no sign he wants to step aside.
The Bigger Question: Can Tesla Survive the Distracted CEO?
Tesla’s fans argue it doesn’t matter — the big story now is AI, robots, and autonomous driving. But these are long bets that need intense focus and billions in R&D.
Without a full-time CEO who’s actually steering the ship, can Tesla keep up with rivals — or stay ahead of a brutal EV price war? For investors, the stakes have never been higher.
✅ Key Takeaways
✅ Tesla’s biggest problem may be its distracted CEO.
✅ Sales, profits, and stock prices are all under pressure.
✅ Investors want Musk to pick: politics or Tesla.
✅ So far, Musk refuses to choose.
FAQ
Q: Why are Tesla shareholders worried?
Because Musk’s focus is split — while Tesla faces huge challenges, he’s busy with X, politics, and other projects.
Q: Is Tesla still the biggest EV company?
Yes — but it’s losing market share as competition heats up and incentives dry up.
Q: Will Musk step down?
There’s no sign he will — and the board hasn’t moved to replace him.
Q: What’s next for Tesla?
Watch for the robotaxi rollout and AI announcements — but investors want Musk to show up full-time first.
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