One of my favourite Steve Jobs quotes is just after he returned to Apple and began dismantling the massive pile of legacy cruft. When asked about a particular (terrible) technology that Apple scrapped, Steve went on a particularly insightful rant that holds numerous insights into what he believes to be key to a successful company. And history proved those insights to be exactly right.
The quote— "Some mistakes will be made along the way. That's good. Because at least some DECISIONS are being made along the way, and we'll find the mistakes and we'll fix them." https://youtu.be/yQ16_YxLbB8?t=3286
In other words, as long as you're right often enough, being decisive is more important than being right every single time. Musk strikes me as sharing that mentality. He's right often enough that it's more efficient to "fix" the mistakes than to suffocate big decisions with big committees. And it's not like any big committee is sure to be right more often than Jobs/Elon anyway.
(That YouTube video is fantastic IMHO. Watched with the benefit of hindsight it shows that Apple's success wasn't an accident. Steve really did understand the formula that ultimately led to it.)
The evidence I would put forth is that, in the decade since Steve Jobs died, Apple has added a watch to their lineup, and changed virtually nothing else. Their supply chain efficiencies might be better, but without Steve to look at what the rest of the world was offering, and to say, "That is all shit, THIS is what should be next", Apple has merely been a high-end manufacturer of electronics.
Elon, on the other hand, has a very clear vision, and it can be communicated in simple statements: "Humanity needs to be a multiplanetary species". "Electric vehicles are the only viable, sustainable means of mass short range travel".
When you combine this with the drive he has to succeed, you get people lined up behind him, not because they want to emulate him, but because their goals are aligned. The people who work at SpaceX want humanity to go to Mars - not because Elon says so, but because they know it has to happen for us to survive, and because Elon's company is the best hope we have right now.
(Or at least it would have leaked much easier through the grapevine)
The Watch is incredibly popular, AirPods are a runaway hit, the iPad Pro is killing it, the new Mac Pro is awesome, Apple Music took off, Apple Pay/Card is super popular....
I genuinely don't know why you say they haven't done anything.
If anything it's incredible that the company manages to stay true to itself time and time again. That's a testament to the strength of the culture Steve left behind.
What are you basing this on? Seems to me that Apple leadership is pretty well aligned on a shared vision despite however large it's grown. That speaks to the fact that he managed to put (or at least didn't prevent) a successful leadership structure in place that continues to succeed regardless of his presence. It's a supremely difficult challenge & aligns with a lot of the insights that David Marquet makes in Turn This Ship Around. Regardless of any of the detail differences, the only way to measure successful leadership is it's resilience to changing out individuals in any given position.
I never said he was a good communicator of vision. That said, just because Jobs failed to steer Apple from the grave isn’t evidence of failure on his part. The value of a person like Steve can’t be distilled into reproducible learnings—his value was in his ability to make real time decisions in service of a clear unified vision.
Even if you could find some replacement person who shared his vision, that doesn’t mean you can get everyone to cede to their proclamations like they would have with Steve.
That’s only because Elon’s particular house style lends to such vacuous motherhood statements. I have no problem with vacuous motherhood statements, but please recognise that they are fan service, not company vision.
Elon’s style is great for growing a niche fan base. Steve perfected the art of turning niche fan base into mass market appeal.
Yes, there are plenty of specific events where any sensible person would have slapped Elon on the back of the head and told him to stop being an idiot. Ultimately though, Elon's "irresponsibility" is largely a problem within the press, the short-sellers and with regulators who are lobbied by aforementioned short-sellers. Whatever. Let them sook. It's not like any of Elon's failings have affected Tesla sales or SpaceX successes.