Core Viewpoint - Tesla has proposed a groundbreaking compensation plan for Elon Musk, potentially worth up to $1 trillion, which is tied to ambitious technological goals over the next decade [3][5]. Group 1: Compensation Plan Details - The compensation plan is not a simple stock grant but a highly target-driven incentive structure [3]. - Musk's ability to earn the $1 trillion depends on achieving several "sci-fi level" tasks, including increasing Tesla's market value from approximately $1 trillion to $8.5 trillion [5]. - Key objectives include the large-scale commercialization of the Robotaxi business and continued breakthroughs in artificial intelligence and humanoid robotics [5][9]. Group 2: Tesla's Strategic Shift - Tesla is actively trying to shed its label as merely an "electric vehicle company" and is moving towards broader technology sectors [9]. - Achieving full Level 4/Level 5 autonomous driving would allow Tesla to generate revenue through ride services, data subscriptions, and software updates rather than just vehicle sales [9]. - The humanoid robot Optimus is in early testing stages, with Musk suggesting its long-term value could surpass that of the automotive business [11]. Group 3: Broader Technological Ecosystem - Tesla's energy business, including products like Powerwall and Solar Roof, is quietly growing and could tap into a trillion-dollar market with effective energy management and scheduling [11]. - Musk's various ventures, including SpaceX and Neuralink, are interconnected, with technological synergies that enhance Tesla's capabilities [15]. Group 4: Challenges and Considerations - There are concerns about whether Musk can effectively manage multiple high-stakes companies simultaneously, given the demands of Tesla, SpaceX, xAI, and Neuralink [13]. - The board's $1 trillion compensation plan aims to focus Musk's attention on Tesla, but it is uncertain if this will be sufficient to keep him from being distracted by his other ventures [13][16].
1万亿美元!特斯拉向马斯克开出“天价”薪酬方案,会接受吗?