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Becker Private Equity & Business Podcast

The Elon Musk Score Card 3-13-25

Thu, 13 Mar 2025

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In this episode, Scott Becker breaks down the latest Elon Musk scorecard, grading Tesla’s performance, X’s progress, SpaceX’s innovations, and even Musk’s contributions to population growth.

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Chapter 1: What is the Elon Musk Scorecard?

0.129 - 23.47 Scott Becker

This is Scott Becker with the Becker Private Equity and Business Podcast. Today, we're going to discuss the Elon Musk scorecard. And we do this periodically. And I know that people have very different opinions on it. I'd obviously love to hear your opinions on it, but we'll go through four or five Elon Musk things and talk about where the scorecard sits.

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Chapter 2: How is Tesla performing in 2025?

23.951 - 47.908 Scott Becker

Now, this is not too different than the middle age scorecard I do for myself on sort of fitness, tennis, golf, business and investing. And my grades are often in the BB plus area. So bear with me as it's all going sort of OK right now. But the Elon Musk scorecard take two. First, Tesla's down 38% year-to-date, so we'll give Tesla a C right now.

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Chapter 3: What grade does Scott give to Tesla?

47.928 - 71.66 Scott Becker

It was up a lot last year, very hard to judge in the long run, but I give it a C currently. The lots to project for the long run, there's some positives to it. Second is X. He seems to have figured this out, even if there's a lot of crazy people on X. I don't know how they're doing financially. I saw a fund that I'm invested in just made an investment in it, so that's fascinating.

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Chapter 4: What is the current status of X (formerly Twitter)?

72.121 - 99.013 Scott Becker

I give X a B currently. Third is SpaceX, and SpaceX is doing remarkably insane things today. You know, they've almost replaced NASA as how the government does rockets, space travel, and so forth. That stated, they've had a few recent crashes. People say there's a brain drain there. I don't really know. But we'll give that a B plus currently at SpaceX.

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Chapter 5: How does SpaceX compare to NASA?

Chapter 6: What grade does Scott give to SpaceX?

99.093 - 119.577 Scott Becker

But that could change if this concept of a brain drain is really going on. Fourth, and probably the most politically controversial, is this DOGE, Department of Government Efficiency Act. This is so highly controversial, but our debt and deficit certainly need cutting so badly that I'd like to go with a B here.

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120.057 - 145.675 Scott Becker

And we'll know in some time whether this is more smoke and mirrors actually going to have some impact on our annual deficits. We'll see. I don't know. The fifth thing I'll look at is his ability to add to the population. I think now he's prolific. He's got 10 children, I think, from a few different mothers. I don't know. And I give him an A for adding to the population.

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145.695 - 164.426 Scott Becker

I know very few people that have produced 10 children. And obviously, I don't have a social comment on this, that this is good or bad, that he's a good father or a bad father. I know the kids will probably get left a lot of money, but besides that... Don't have a comment. I mean, he's running 15 different companies. He's also got Starlink, The Boring Company, a lot of others.

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164.486 - 181.032 Scott Becker

But in terms of just pure adding to the population, we give him an A. I'd love your thoughts on this. This is the podcast at Becker Private Equity and in Business, the Elon Musk scorecard part two. Thank you for listening to the Becker Private Equity and Business podcast.

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