The Quiet Plot to Remove Elon Musk from Tesla

   

Elon Musk tiếp tục bán cổ phiếu, giá trị vốn hóa của Tesla đang ở mức nào?  - Nhịp sống kinh tế Việt Nam & Thế giới

In the halls of corporate power, silence often speaks louder than any boardroom debate. Behind Tesla’s sleek exteriors, green innovation, and technological prowess, new rumors are circulating — whispers of an internal coup.

According to growing speculation, certain members of Tesla’s board of directors have allegedly been preparing for months, perhaps years, to unseat the company’s most iconic figure: Elon Musk.

This alleged strategy is not built on a sudden wave of disagreement but on a long-simmering undercurrent of dissatisfaction with Musk’s increasingly unpredictable leadership style, controversial public persona, and divisive role in Tesla’s public image. The theory suggests that Tesla’s top executives have been quietly waiting for a vulnerable moment — a dip in stock prices, a failed launch, or an external scandal — to justify a leadership overhaul.

Now, with investor pressure mounting and Tesla’s stock underperforming compared to its meteoric highs, some believe that moment has finally arrived.

Although Elon Musk is often celebrated as the visionary behind Tesla’s success, his path within the company has not been without friction. From the beginning, Musk’s leadership style has been marked by extremes — moments of genius matched with periods of volatility.

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Whether clashing with regulators, spouting controversial political views on X (formerly Twitter), or sleeping on the factory floor during the Model 3 production crisis, Musk has maintained an iron grip on Tesla’s trajectory.

Yet not everyone within Tesla has always agreed with his methods. Senior executives have resigned over the years citing burnout, culture clashes, or philosophical disagreements. Some board members have voiced concern, both publicly and privately, about Musk’s habit of creating media firestorms that overshadow the company’s engineering breakthroughs.

Sources close to Tesla insiders allege that, as early as 2021, there were closed-door discussions about succession planning and the long-term sustainability of Musk’s dual roles — both as CEO and as Tesla’s public face.

The concern wasn’t just about risk management. It was about control.

Tesla’s shareholders have long been divided. On one hand are the loyal retail investors, many of whom are Musk disciples, supporting him regardless of media backlash or quarterly earnings. On the other hand are institutional investors and large stakeholders, who increasingly see Musk’s controversial presence as a liability rather than an asset.

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Recent financial reports have not helped his case. While Tesla remains profitable, its growth has slowed. Margins are under pressure due to rising competition in the EV market, and some of Musk’s external ventures — such as his acquisition of Twitter and his AI pursuits — have drawn attention away from Tesla's core mission.

As Tesla’s stock fluctuates and Wall Street raises concerns about the company’s direction, the mood among certain shareholders has reportedly shifted from concern to action. Anonymous sources claim that major investors have been lobbying for change at the top, pressuring the board to consider succession options that could stabilize the company’s brand and investor confidence.

The message behind closed doors is clear: Elon Musk may be brilliant, but his brilliance is no longer enough.

The theory gaining traction among skeptics is not just that Tesla’s leadership wants to remove Musk, but that they are waiting for a deeper crisis to justify it.

Once Tesla’s value dips low enough — possibly triggered by external economic conditions or internal performance shortfalls — a case could be made that new leadership is in the best interest of the company. And what then?

If Musk were removed, Tesla would be a company rich with assets, influence, and global prestige — but suddenly without the central figure that made it what it is. That vacuum would create a power struggle, one that could benefit the very people orchestrating the shift.

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Some believe that factions within Tesla’s leadership are already aligning themselves, quietly preparing for a post-Musk era in which influence, executive titles, and equity stakes are redistributed. In this speculative scenario, Musk’s exit would not be a tragedy but a transition — a calculated shift that allows others to inherit the throne of one of the most valuable automakers in the world.

Of course, Elon Musk is not one to go quietly. Despite the rumors, he has shown no signs of stepping down. In fact, many believe that he has been aware of the internal tension for some time and is actively working to consolidate power.

Sources within the company say Musk has increased his direct involvement in key operations in recent months, holding more closed-door meetings with loyal engineers and strengthening his relationships with departments that report directly to him rather than through traditional corporate structures. Some view this as an effort to insulate himself from board decisions or to ensure he can control internal narratives if things escalate.

Outside of Tesla, Musk has continued to expand his reach. His control of X gives him a powerful communication tool, allowing him to shape public opinion in real-time. His involvement in other ventures, like SpaceX and Neuralink, ensures that even if he were pushed out of Tesla, he would not lose his platform — or his ability to disrupt.

He has also not shied away from calling out what he sees as political or corporate manipulation. Though he has not directly addressed the rumors of a coup, his posts have increasingly hinted at betrayal, loyalty, and the cost of power.

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Despite all the speculation, the reality remains that Musk still holds significant influence over Tesla. His stake in the company, combined with his support from large swaths of retail investors, gives him leverage that few CEOs enjoy. Even if the board were to move against him, any attempt to remove him would face public backlash and legal complexity.

Moreover, Musk’s unique identity is deeply woven into Tesla’s brand. Investors don’t just buy Tesla stock — they buy the vision of Musk, the promise of innovation, and the dream of a bold, electric future. Replacing him would not be like replacing a traditional executive. It would be more like removing the central pillar of a monument and hoping it doesn’t collapse.

Some insiders argue that, despite his flaws, Musk remains the only person with the charisma, technical insight, and audacity to lead Tesla into its next phase. Whether it is robotaxis, battery breakthroughs, or global expansion, they believe he is irreplaceable — at least for now.

Tesla has always been a company of contradictions: a public company with a cult-like following, a beacon of green technology led by one of the most polarizing figures in the world. The idea that its own board could be orchestrating a plan to remove Elon Musk might sound like fiction. But in today’s corporate world, where power, profit, and public perception are deeply intertwined, fiction and reality often blur.

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The alleged internal plot may never come to light. Or it may unfold slowly, subtly, behind the scenes, masked as a restructuring or rebranding. Whether Musk survives the storm or not, one thing is certain — the future of Tesla will not just be decided by engineering, but by ambition, loyalty, and a very human struggle for control.