Dan Ives noted that Tesla needs a leadership change, highlighting a brand crisis caused by Musk’s government role. The upcoming Q1 earnings report will focus on sales projections and progress on autonomous driving amid concerns over market sentiment.
Ives predicts that failure to address these issues could lead to significant long-term damage to the brand. Musk’s dual role as a government employee places additional pressure on Tesla’s operations and reputation, profoundly affecting investor confidence.
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