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马斯克:工资不到位,特斯拉CEO我不干了
TeslaTesla(US:TSLA) 3 6 Ke·2025-10-21 09:13

Core Viewpoint - Tesla has proposed a new compensation plan for CEO Elon Musk, valued at up to $1 trillion, to retain him for at least 10 years, but the plan faces significant scrutiny and skepticism from the public and shareholders [1][6]. Compensation Plan Details - The new compensation structure, referred to as "compensation OKR," requires Musk to achieve ambitious performance targets, including increasing Tesla's market capitalization to between $8 trillion and $8.5 trillion, which is nearly 8 times the current value [4][6]. - Profit targets are set to increase nearly 24 times to $400 billion, with a minimum threshold of $50 billion [4]. - Product delivery goals include 20 million Tesla vehicles, 10 million active FSD subscriptions, 1 million Tesla robots, and 1 million Robotaxis [4]. Shareholder Reactions - The proposed compensation plan has sparked divided opinions among shareholders, with some, including ISS, expressing strong opposition due to its astronomical figures and potential dilution of existing shareholders' equity [10][12]. - Supporters, including prominent investors like Cathie Wood, argue that the plan is justified and likely to pass, citing Tesla's significant market position and growth potential [15][12]. Upcoming Decisions - The final decision on the compensation plan will be made at the shareholder meeting on November 6, where Musk and other executives will also present Tesla's latest product roadmap and strategic priorities [17]. - The meeting is expected to be significant, not only for the compensation proposal but also for the anticipated unveiling of the new Roadster 2.0 [17][20]. Product Developments - Tesla's new Roadster 2.0 is set to be showcased this year, with production expected to begin in 2027, featuring extreme performance capabilities [20][22].