Core Insights - Tesla is experiencing a significant turnover in its executive team, particularly in North America and Europe, with 13 key executives leaving since April 2024, while the Chinese team remains stable and even gains a global vice president position [1][4][7] Group 1: Executive Departures - Key executives leaving include Rohan Patel, Rebecca Tinucci, Martin Viecha, Vineet Mehta, Milan Kovac, Jenna Ferrua, and Troy Jones, indicating a troubling trend for Tesla's leadership stability [4][5] - The departure of Siddhant Awasthi and Emmanuel Lamacchia, who were responsible for major vehicle projects, raises concerns about the continuity of Tesla's product lines [5] Group 2: Chinese Team Stability - The Chinese executive team, led by Zhu Xiaotong, has not seen any departures and has been promoted, reflecting a contrasting dynamic compared to the Western teams [7][9] - Zhu Xiaotong's rapid rise from managing charging networks to overseeing global manufacturing and sales highlights the effectiveness and efficiency of the Chinese operations [7][9] Group 3: Cultural Differences - The contrasting work cultures between American and Chinese teams are evident, with American executives citing work-life balance issues, while the Chinese team embraces a more demanding work ethic [9][10] - The perception of "Chinese efficiency" is both a competitive advantage and a potential source of exploitation, as the Chinese team is recognized for high productivity but may face increased pressure [12][14] Group 4: Implications for Global Operations - The efficiency of the Shanghai factory, which has a production rate of one vehicle every 30 seconds and a capacity exceeding 750,000 units annually, underscores the operational advantages of the Chinese team [7][12] - The narrative surrounding the departures of Western executives and the promotion of Chinese leaders raises questions about the valuation of different work cultures and the implications for Tesla's global strategy [14]
特斯拉13位核心高管集体跑路!马斯克被曝“用中国人对付中国人”