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Notes -
We've been talking about Musk's management ability, and to prove I'm not sucking his dick I started thinking about the failure modes that will eventually break his personal control of his companies.
His cutting is vulnerable to Yellowstoning, where managers deliberately hurt performance or use cuts as an excuse to avoid responsibility. Right now Musk can personally show up at the office with an audit team to instantly fire a guy he suspects of doing that. But as the org expands and the hierarchies deepen and interlink, internal politics will hurt his ability to excise a bad actor who's spent all his time schmoozing with management.
Worse, his harsh strategies incentivize internal politicking and backchannel dealing among management to mutually reinforce their positions. It's like overusing an anti-parasite drench on a flock: you're accelerating resistance buildup.
(Even worse, the kind of internal politics most effective at subversion through parallel management cadres is the bioleninism of the party that's made him a priority target and allocated massive resources to seizing his companies. I'm expecting some manufactured hysteria along the lines of "Elon Musk Fired LGBT Rocket Scientist Whistleblower For Supporting Environmental Justice Over Rocket Noise Harming Endangered Birds: Harris Administration pledges to arrest him for hate crimes." And if that sounds crazy to anyone, they're nuts for forgetting the exact same scenario played out with Timnet Gebru and google)
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