The article highlights the absence of a deep bench of in-house CEO candidates at Tesla, contrasting it with other large companies. While some believe a new leader could benefit Tesla, the board has not taken steps to mitigate Musk's control. The potential successors come from diverse backgrounds, including Tesla insiders and executives from other companies, but the job's appeal may be limited by Musk's continued involvement.
Key takeaways:
- Elon Musk's potential departure from Tesla could lead to significant challenges for the company, as there is no clear successor to take over his role.
- JB Straubel, Tom Zhu, Stella Li, John Krafcik, and José Muñoz are identified as potential candidates to succeed Musk as Tesla's CEO, each bringing unique strengths and experiences.
- Despite the potential benefits of new leadership, Musk's significant influence as a top shareholder and board member could deter candidates from taking the CEO position.
- The lack of a clear number two or succession plan at Tesla highlights the company's heavy reliance on Musk's leadership and vision.