Forbes Senior Editor Alan Ohnsman joins Forbes Talks to discuss the "engineering exodus" at Tesla following Elon Musk's approved pay package. He details the departures of key engineers overseeing core, profitable EV programs and the risk of neglecting core revenue streams for speculative ventures like AI and robots.
Read the full story on Forbes: https://www.forbes.com/sites/alanohnsman/2025/11/10/teslas-engineering-exodus-comes-amid-shift-from-core-ev-mission/
00:00 Introduction
00:49 Tesla’s Engineering Exodus
03:12 Product Stagnation and Poor Financial Performance
08:26 The "Irreplaceable" CEO Narrative
11:51 Decline in Global EV Sales and Competition
15:41 The Risk of Musk's Singular Vision
19:25 Betting on Cybercab and Optimus
24:55 Profitability Questions and Capacity Shifts for Robotics
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