I remember during an earlier Twitter online discussion, I talked about the Tesla stocks I bought. At that time, I had already sold about half but still kept the other half.

I sold half because I read Dan Yongping's comments on Tesla from over a decade ago. Dan Yongping believed that some traits of Musk could pose fatal risks to the company. For investors who hope to hold stocks for the long term, buying such stocks is inappropriate. So once Dan Yongping realized this issue, he decisively sold off all his Tesla shares.

I kept the other half because I think Musk is a genius, and companies like Tesla are too rare. Moreover, Tesla's future prospects are indeed very broad, so it felt a bit regrettable to let go completely. I couldn't be as decisive as Dan Yongping.

However, since then, I occasionally find myself thinking about this company, paying attention to trivial news about Tesla, and sometimes feeling restless. This feeling is quite unpleasant. This is not investment; it is simply self-inflicted mental exhaustion. So, not long after, I sold the remaining half as well.

Although I have completely exited, I still keep an eye on Tesla's news. I am still very interested in its future direction and development ideas, but my mindset has become much more peaceful.

In April, I heard a tech blogger comment on an important decision made by Musk during the production process of Tesla's autonomous ride-hailing service, Cybertaxi.

The commentary was very sharp and incisive.

While listening to the commentary, I recalled Dan Yongping's evaluation of Tesla (Musk), and then suddenly thought that Musk's actions during that decision-making process might be the "traits" that Dan Yongping described as potentially having a fatal impact on the company.

Recently, his former entrepreneurial partner Peter Thiel mentioned in an interview that Musk may now be more concerned with transforming society than landing on Mars—perhaps Musk now believes that without transforming the existing society, even if humanity can migrate to Mars, it would merely be relocating Earth's society to Mars and recreating another Earth there. This is far from his hope of creating an ideal new civilization on Mars.

Now, for various reasons, Musk has fallen out with Trump again.

This series of actions has fully reflected certain characteristics of his personality, and these traits may not only affect Tesla but all the tech companies under his command.

I once wrote in an article that I wonder if his ending will be like Shang Yang. But now I think his ending may be even more tragic than Shang Yang's.

For a startup, its corporate culture and genes are implanted by the founder; whatever traits the founder has, the corporate culture will reflect those traits.

The reason why a genius like Musk was able to establish Tesla and lead it to where it is today is that he has fully leveraged the positive elements of his personality. However, how far Tesla can go next will likely face increasingly uncertain factors.

There are reports that Tesla's board is trying to find ways to get rid of Musk. But even so, will Tesla be better off without Musk?

I have my doubts.

Because this is like the two sides of a coin; losing one side inevitably means losing the other. If Musk leaves, it may reduce uncertainty, but Tesla will also lose that courage and wisdom to explore the unknown.

Now I have completely given up on any thoughts about Tesla. For me, such a company is more suitable for distant observation; I still prefer to stand back and admire the miracles it creates.

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