This is an opinion piece - there’s no factual basis (nor any facts quoted) to support this narrative at all. Plus, key things missing from the calculus include:
- COVID, that put a strain on manufacturing during lockdowns and the eventual worldwide supply chain disruptions
- the new administration and its anti EV stance
- emergence of AI
- betting the future of Tesla on Optimus (product) and Robotaxi (service)
How much could JB Staubel have influenced Tesla during these times is anybody’s guess.
Since we’re listing things that potentially negatively affected sales, you have to include Elon’s public antics. Alienating your base demographics is not smart
What hit product has Tesla had during this time period? None.