Speeding up the launch of cheaper Tesla models — whenever that may be; details on a timeline were relatively scant — addresses a consumer that has shifted away from wanting big, expensive EVs.

Discussion of robotaxis, meanwhile, allows Tesla to ride the stock market’s AI wave that has sent other companies’ stock prices skyrocketing over the past year.

Perhaps that’s why Musk spent so much of the earnings call discussing autonomy and the progress made with Tesla’s Full Self-Driving software.

But having a plan is one thing. Executing it is something else entirely. Musk, for all his accomplishments, hasn’t always held firm to future milestones he’s targeted.

To that point, Business Insider’s Linette Lopez suggested an even bigger initiative Tesla consider: Musk stepping down.

The CEO, she argues, is ultimately responsible for Tesla squandering its lead in the EV market and not better insulating itself from threats when things were going well.

Considering Musk’s close ties with some of Tesla’s board members, such a drastic move is a long shot. A more realistic request might be Musk pulling back on other responsibilities, but that also seems unlikely. Musk told analysts on the earnings call that Tesla is the majority of his work.

Ultimately, Musk’s fate could be decided by investors. Tesla is seeking shareholder approval for Musk’s $55 billion pay package, which a Delaware judge has already struck down.

If investors vote against the package at Tesla’s annual meeting in June, who knows where Musk — and his AI ambitions — will end up.