马斯克,突传大消息!
Zheng Quan Shi Bao·2025-09-05 15:20

Core Points - Tesla has proposed a new compensation package for CEO Elon Musk, potentially worth approximately $975 billion, which is aimed at incentivizing him to achieve specific milestones over the next decade [1][3][4] Group 1: Compensation Plan Details - The compensation plan includes 12 batches of stock awards contingent on Tesla achieving certain milestones within the next ten years [3][4] - Musk could receive over 423 million additional shares, increasing his total ownership to about 13% of Tesla [3] - The plan is designed to keep Musk focused on creating value for the company, with stock awards tied to significant increases in company valuation and operational milestones [3][4] Group 2: Milestones and Targets - To fully realize the stock awards, Tesla's market capitalization must reach $8.5 trillion, which is eight times its current value [4] - The first stock award requires Tesla's market cap to nearly double to $2 trillion, with subsequent targets increasing by $500 billion each until reaching $6.5 trillion [4] - Specific operational goals include delivering 20 million vehicles, achieving 10 million active Full Self-Driving subscriptions, and commercializing 1 million Robotaxis [4][5] Group 3: Strategic Shift and Future Plans - Tesla's recent "Master Plan Part IV" indicates a strategic shift towards artificial intelligence and robotics, with a significant focus on the Optimus robot [5][6] - The company aims for 80% of its future value to come from the Optimus robot, highlighting the importance of AI integration into its product offerings [6] - Tesla has initiated Robotaxi pilot services and plans to expand these services to various regions in the U.S. by the end of the year [5][6] Group 4: Historical Context and Legal Issues - In 2018, Tesla granted Musk a substantial compensation package tied to market and operational goals, which was later deemed improperly awarded by a court [6][7] - A temporary compensation plan worth approximately $29.7 billion has been submitted, but it will be voided if Musk wins the ongoing legal case regarding the 2018 compensation [7]

马斯克,突传大消息! - Reportify