This is regarding business models and disruption. Some organizations use business models to guide their strategic planning, but others don't appreciate them or simply don't take the time to do them well.

Focus on Elon Musk and his activities over the last several years. He seems to have a strong business model for what he wants to achieve with his companies--it's just that he keeps the business analysts and shareholders guessing.

Based on your understanding of his intentions, how would you describe Musk's business model and vision for his companies? What are the underlying internal competencies across his portfolio of businesses? What are some of the weaknesses you see? Are there any strong external forces you believe will eventually impact his progress going forward?