He does desperately need a good COO though to make sure Tesla can actually deliver on its promises.
No, the CEO role is turning abstract vision into concrete strategy and communicating that strategy especially to investoes, because money people always want to hear things from the horse's mouth. It's a good thing for the CEO to be the visionary rather than channel someone else's vision, if they can do the rest of the job, but they can't be stuck in an ivory tower and think that addressing the path from present reality to distant vision is beneath their dignity.
That doesn't disqualify your statement, but it does highlight that - if that is correct, a COO is needed to put some sanity on the Ivory goals.
Then again, I was working for a startup. I guess that was a success (~25M funding before fizzling), as far as startups are concerned.. lol.
And how much of that image of a all knowing visionary CEO is just a manufactured image ?
And of course the image of an all-knowing visionary CEO is a manufactured image! It's not like people can actually predict the future. Rather, it's selection bias at work. Those CEOs whose vision doesn't resonate end up getting replaced, or their company goes bankrupt, and then they get written out of the history books. The thing is, you need to have a vision to get people excited and actually rowing in the same direction (nevermind the right direction), so without that you're dead in the water anyway.
My point is that left to their own devices, most of those engineers would rather toil away on their own startups or hobby projects, and that convincing them to all work on a tiny piece of a big project requires someone who's both charismatic and has a finger on the pulse of what problems can excite people. Musk has been uniquely successful in aligning people to work on big, hairy, audacious goals.
It's the gateway problem to any of the ones he might find more interesting, and if he isn't willing to engage with that problem enough to satisfy investors, he should be “Chief Ivory Tower Visionary” and let someone else be CEO. Or, at least, get a COO and gracefully hand off boring operational questions to them.