00:00:00
Tesla's up in large part because Elon basically said, "I'm getting out of Doge and I'm going back into Tesla." Is he
00:00:05
really out of Doge? I don't think he's out of Doge. He didn't say he was out of Doge. It was just a matter of how much
00:00:10
time he could allocate to each thing. I saw this before when I was part of the Twitter transition for the first 3
00:00:16
months or so. He was basically full-time at Twitter HQ learning the business down
00:00:21
to the database level. I mean, every nook and cranny of that business he learned about. Once he felt like he had
00:00:26
a mental model and he had the people in place that he trusted, he can move to more of a maintenance mode. And I think
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that's the only way he can manage five companies is that he has these intense bursts where he focuses on something,
00:00:37
gets the right people and structure in place, feels like he understands it, and then he can delegate more. And I think
00:00:43
that he has reached that point with Doge, but he was also clear that he's going to keep doing it because if he
00:00:48
doesn't, there's going to be a huge backsliding where, you know, all the corrupt interests will basically put
00:00:52
back all this corrupt spending. So, he's going to stay involved, but as an SGE, he's limited to 130 days a year anyway.
00:00:59
And so, it makes sense for him to kind of now ration his days a little more closely. My sense is that Doge is going
00:01:05
to continue. It's just that Elon is shifting to a mode where he can manage it one day a week or two days a week as
00:01:11
opposed to being there 5 days a