RE: Luke Jensen (Ocado Solutions CEO) stepping down27 Jul 2023 16:59
Have said all along that whilst technically Ocado Solutions are ahead of the game and world beaters, there is a finite limit as to how many skilled staff and/or contractors that Tesla can commit to each project in far flung corners of the globe, let alone across the US and Europe. Planning applications and and land acquisitions are themselves major stumbling block to growth. Mega battery plants are probably an exception to the rule as all countries seem to be thirsty for them. May need to sub contract whole developments to several competent businesses in each Continent who have the wherewithall and skills to pick up and run with these. And that alone is not for the faint hearted as each completion will need signing off. If I were Ocado, I would be looking to license rather than develop and then focus on food supply with a major international partner.