I would say vision is comparable to Jobs, but execution— not yet. The problem is a lack of focus and a lot of distraction with big public announcements before actually figuring out how to ship. Jobs (and Cook’s) advantage over Musk in the Tesla context is that they considered the supply chain as vital as the flash and sparkle. Supply chain isn’t sexy but it’s essential. Tesla’s supply chain is fragile to say the least and should be focused upon. Musk’s execution isn’t there yet. Jobs created/launched an iPad and it shipped millions. Waiting times for an iPhone rarely have exceeded a few weeks because their supply chain is solid. But getting a replacement fender for a Model S? Good luck with that.

If I were a Tesla investor, the only thing I would care about is supply chain efficiency. We know Tesla can innovate and titilate — but can they ship?

My advice to Musk would be: announce things after you can ship them reliably and at scale. Less sparkle more shipping. Prove you can ship the 3, then I might be confident you can ship a truck.

I really like Musk and Tesla, but there is a hell of a lot more involved with changing the world than creating essentially limited edition concept cars — you actually have to ship. Based on the 3, it’s clear that there are some execution issues that still need solving.