Tesla Probably Can't Survive Without Musk, Says Analyst Shah

The transcript discusses the challenges of valuing a company led by Elon Musk, highlighting the difficulty in applying traditional valuation methods due to market noise and management uncertainties. A recent factory visit revealed impressive production growth, with a significant increase in Model 3 output. Despite scandals overshadowing Tesla's story, consumer excitement remains high, as evidenced by the bustling delivery center.

What role does Elon Musk play in the company according to the text?

Discuss the challenges in applying a valuation methodology to the company mentioned.

What observations were made during the factory visit?

How has the production of Model 3 changed over the past year?

What impact do scandals have on the perception of the Tesla story?