It's Time for Musk to Adjust His Role at Tesla, Oppenheimer's Rusch Says

The transcript discusses the impact of Elon Musk's SEC investigation on Tesla, highlighting concerns about his leadership and the company's fundamentals. It emphasizes the importance of Tesla's Model 3 sales and gross margin targets. The discussion also covers Musk's extracurricular activities and their potential impact on Tesla, suggesting a need for leadership changes. The future of Tesla is considered in terms of market expectations and production benchmarks, with a focus on whether Tesla can sell half a million Model 3 cars annually.

In what ways might Elon Musk's extracurricular activities affect Tesla's operations?

What benchmarks are investors looking for regarding the Model 3's sales performance?