🚨 BREAKING: Tesla just approved a $30B pay deal for Elon Musk, 96M shares over 2 years.It’s a ‘make-good’ plan tied to the 2018 package, still under appeal. Shares can’t be sold for 5 years. $TSLA https://t.co/jRFgWU1Y4T ...

Executive Compensation - Tesla's board has taken the first step in compensating Elon Musk for his work at Tesla [1] - Elon Musk has not received meaningful compensation for eight years [1] Shareholder Communication - Tesla sent a letter to shareholders regarding the 2025 CEO Interim Award [1]

CEO Compensation & Governance - Tesla is addressing Elon Musk's compensation for his contributions since the 2012 CEO Performance Award, last earned in 2017 [1] - The company is still facing legal challenges in Delaware courts regarding the 2018 CEO Performance Award, despite shareholder support [1][4] - A "good faith" interim award is recommended to compensate Elon Musk, reflecting Tesla's commitment to the 2018 agreement [2] - The 2018 CEO Performance Award resulted in a $23 billion stock-based compensation charge but increased market capitalization by $735 billion [4] - The interim award will be forfeited if the 2018 CEO Performance Award is fully reinstated by the Delaware courts, preventing any "double dip" [8] Strategic Importance of Elon Musk - Tesla is transitioning towards becoming a leader in AI, robotics, and related services, requiring Elon Musk's leadership [5] - Retaining Elon Musk is crucial due to the intensifying competition for AI talent [6] - Losing Elon Musk would mean losing a leader who attracts and retains talent at Tesla [6] Interim Award Details - The Board has approved a recommendation to grant Elon Musk restricted stock equal to approximately one-third of the compensation he earned under the 2018 CEO Performance Award [7] - The award includes 96 million restricted shares, subject to Elon Musk paying a purchase price of $2334 per share upon meeting a two-year vesting term [8] - A mandatory holding period of five years from the grant date is required, except for tax payments or the purchase price [8]

RT Cern Basher (@CernBasher)Tesla's Scope is Far Bigger than Sustainable Energy, Real-World AI and RoboticsElon, with all his companies, are driving humanity from one outdated system to a new system - one that's needed to support an Age of Abundance.It's a very expansive vision.Link to the video below... ...

RT JC Christopher (@JohnChr08117285)I definitely don't make a killing from X, but man I am so appreciative and happy with payouts from X, especially over the past 2-3 months. I have been monetized for about a year now, but I noticed a significant increase in their size in last couple of months. Again, they are most definitely not huge on any absolute basis, but then again it's for doing something I love anyway: talking about Tesla and all of you!I may be an anecdote, I certainly have no clue how the algorit ...

Robotaxi & Ride-Hailing Analysis - Tesla is planning to launch Robotaxi in California [1] - The discussion includes ride-hailing analysis, pricing, and competition in the robotaxi market [1] - The analysis compares Tesla with its competitors in the autonomous vehicle space [1] Autonomy & Technology - The report highlights autonomy milestones achieved by Tesla [1] - Samsung and LG deals are mentioned, potentially related to battery or component supply [1] - xAI is discussed in relation to the shareholder meeting, possibly indicating collaboration or integration [1] Financial & Market Impact - The report analyzes the stock and market impact of Tesla's Robotaxi venture [1] - Elon Musk's compensation plan is discussed [1]

Shareholder Voting & Governance - Tesla shareholder consideration of delegating voting power to Elon Musk to reach 25% [1] - Proposed conditions for delegation include irrevocability, a ten-year term, and organization as a voting trust [2]

Corporate Governance & Shareholder Rights - The core issue is to grant Elon Musk 25% of Tesla's voting power [1] - Nasdaq rules (Rule 5640) may prevent Tesla from issuing super-voting shares [1] - The IPO bylaws did not initially include super-voting shares [1] Potential Solutions & Challenges - Negotiating an exception with Nasdaq is considered unlikely [2] - Tying voting power to performance-based equity grants would dilute existing common stock [2] - Share buybacks are mentioned as a potential counter to dilution, but with reservations [2] - Elon Musk purchasing Tesla stock is another option [2]

RT Cathie Wood (@CathieDWood)In 2022, we launched the ARK Venture Fund to offer all our investors—not just institutions—access to venture companies. Still in early days, ARKVX has just crossed $200 million in AUM (on July 31), an important milestone that suggests investors want exposure to transformative innovation early in its life cycle.https://t.co/swAWkYpacT ...

Tesla’s Robotaxi Era Has Begun https://t.co/71rP19PlzV ...