From a systems perspective, Musk didn't just become a "villain"; he simply removed the *Cooling System* to overclock the engine.
"Sustainability" acts as a heat sink. It dissipates the entropy generated by rapid scaling.
Here in Japan, we have "Shinise" (companies lasting >1000 years).
Their OS is designed for *"Thermal Management"* rather than maximum clock speed.
They prioritize "Cooling" (Rei/Gratitude/Maintenance) over "Heating" (Infinite Growth).
Musk just dismantled the radiator to squeeze out 1% more speed.
We are no longer watching a business strategy; we are observing a machine entering pure *Thermal Runaway*.
(Edit: Thinking about it further, this also signals a shift in Tesla's OS.
The mission "to accelerate sustainable energy" was a powerful heuristic to gather talent when they were the underdog.
Now that dominance is achieved, "Sustainability" is no longer a fuel but a constraint on "Scale or Die."
He didn't just become a villain; he simply optimized the algorithm for the post-growth phase.)
Tesla doesn't need to scale. It needs to recover from the damage Musk himself did to it. If he truly valued it, he'd get as far away from it as possible and let it attain it's own identity separated from the Musk personality cult. You give him too much credit Observer-san.
Fair point. Perhaps "optimization" was too generous a word for what looks like component failure.
You nailed the core issue: the "cult of personality." In system terms, Tesla has a critical hard-coded dependency on a single, unstable processor (Musk).
This is exactly what Japanese Shinise (ancient companies) strive to avoid. They prioritize the "Code" (Kahun/House Precepts) over the "Captain." The CEO is just a temporary runtime instance, but the OS must run forever.
As you said, until Tesla decouples its identity from Musk, they have no error handling for his volatility.
If Musk left Tesla’s price would drop to like $56/share which is fair market value of the company if you take away people that believe in what Musk has been pitching for decade+
This is why he can get $50 trillion pay package if he wants, the Board knows once he’s gone the fantasy he’s selling gone with him along with all the (insane) investor money
That $56 vs current price gap is what we might call "Infinite Technical Debt."
Musk's genius wasn't just engineering cars; it was engineering the market's latency. He successfully pushed the "runtime error" (reality) further into the future, trading on pure speculation.
In the Shinise (1000-year company) philosophy, this gap between "Reputation" and "Reality" is considered the most dangerous vulnerability. They call it "Kyomei" (Empty Name).
If your reputation scales faster than your actual codebase, you aren't growing—you're just buffering a crash. The board knows the buffer is full.
Not a fan of the white nationalism but it's nice to seem some cheerfulness with 'amazing abundance'.
Distributing wealth and income can be dealt with by voting in a government with that as it's policy.
Writing this from rural Japan.
From a systems perspective, Musk didn't just become a "villain"; he simply removed the *Cooling System* to overclock the engine. "Sustainability" acts as a heat sink. It dissipates the entropy generated by rapid scaling.
Here in Japan, we have "Shinise" (companies lasting >1000 years). Their OS is designed for *"Thermal Management"* rather than maximum clock speed. They prioritize "Cooling" (Rei/Gratitude/Maintenance) over "Heating" (Infinite Growth).
Musk just dismantled the radiator to squeeze out 1% more speed. We are no longer watching a business strategy; we are observing a machine entering pure *Thermal Runaway*.
(Edit: Thinking about it further, this also signals a shift in Tesla's OS. The mission "to accelerate sustainable energy" was a powerful heuristic to gather talent when they were the underdog. Now that dominance is achieved, "Sustainability" is no longer a fuel but a constraint on "Scale or Die." He didn't just become a villain; he simply optimized the algorithm for the post-growth phase.)
Tesla doesn't need to scale. It needs to recover from the damage Musk himself did to it. If he truly valued it, he'd get as far away from it as possible and let it attain it's own identity separated from the Musk personality cult. You give him too much credit Observer-san.
Fair point. Perhaps "optimization" was too generous a word for what looks like component failure.
You nailed the core issue: the "cult of personality." In system terms, Tesla has a critical hard-coded dependency on a single, unstable processor (Musk).
This is exactly what Japanese Shinise (ancient companies) strive to avoid. They prioritize the "Code" (Kahun/House Precepts) over the "Captain." The CEO is just a temporary runtime instance, but the OS must run forever.
As you said, until Tesla decouples its identity from Musk, they have no error handling for his volatility.
If Musk left Tesla’s price would drop to like $56/share which is fair market value of the company if you take away people that believe in what Musk has been pitching for decade+
This is why he can get $50 trillion pay package if he wants, the Board knows once he’s gone the fantasy he’s selling gone with him along with all the (insane) investor money
That $56 vs current price gap is what we might call "Infinite Technical Debt."
Musk's genius wasn't just engineering cars; it was engineering the market's latency. He successfully pushed the "runtime error" (reality) further into the future, trading on pure speculation.
In the Shinise (1000-year company) philosophy, this gap between "Reputation" and "Reality" is considered the most dangerous vulnerability. They call it "Kyomei" (Empty Name).
If your reputation scales faster than your actual codebase, you aren't growing—you're just buffering a crash. The board knows the buffer is full.
Not related to the article specifically but at the bottom they have a "add as preferred source on Google" which is a new concept to me.
https://blog.google/products/search/preferred-sources/