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Sounds like a liability to Tesla and SpaceX. They are just one bus accident away from irrelevancy. I always assumed Musk was good at creating a company culture where people are innovative, which could in theory be kept alive even if Musk wasn't there anymore. Not so much when all engineering relies on his ideas.

Yeah, I think Graham was being a little hyperbolic here. Certainly Elon's engineering genius helps the companies, but my guess is that it's primarily through attracting other brilliant engineers, rather than singlehandedly doing all the innovation himself.

Working with smart folks is the best way I know to do better myself.

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