Look, I'm a very regular investors, I'm far below any of you guys, but I'm a software engineers and I know well the industry and I worked with a lot of ex-tesla employees.
I'm very bullish on their charging network grid, i'm ok with their car line-up, but when it comes to their growth with project like AI, self-driving, if they have not completed 50% of the work so far, from now on, any new tech project at Tesla will go nowhere unless they are extremely lucky.
There is 1 reason for that, Tesla can not hire software engineers talent. It's not a new thing, Tesla is well known for:
- Compensation below industry average leader
- No work-life balance
- No job security
Any talented software engineer good enough to receive an offer from one of the leader in the tech industry, will never choose Tesla over other offers.
What has saved Tesla until 2022/2023, was the Elon factor. But now, love or hate it, this Elon factor is no there anymore, a software engineer will request one of the top 3 above.
I understand it will take a while before it becomes well known that Tesla cant give the growth they pretend they will have, it can take 5 years, a decade, because Elon is a good bullshiter, but it will come.
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