Role
Lead investor 2004, CEO from 2008 during near-bankruptcy. Built from a two-car project into the world's most valuable automaker.
Action
Master Plan: each model funds the next. Four Gigafactories on three continents. FSD shipped as continuous software, not a fixed release. Vertically integrated batteries, motors, silicon, charging.
Result
7M+ vehicles delivered (1.8M in 2023), first EV to cross 20% gross margin, first automaker past $1T. Every major OEM announced an EV transition within 5 years of Model 3.