马斯克挑战1万亿美元天价薪酬，他到底在“挑战”什么？

Core Points - The upcoming Tesla shareholder meeting on November 6 will vote on Elon Musk's ambitious compensation plan, which is structured over a 10-year period with 12 operational milestones [2][3] - If Musk meets all targets, he could acquire 12% of Tesla's stock, potentially valuing his shares at $1 trillion, contingent on Tesla's market cap reaching $2 trillion within the decade [2][4] - The operational goals include delivering 20 million vehicles, selling 1 million AI robots, commercializing 1 million autonomous taxis, and increasing FSD subscription users to 10 million, alongside a significant increase in adjusted EBITDA from $17 billion in 2024 to $400 billion [2][3] Compensation Plan Details - The plan is described as "super ambitious" and aims to incentivize Musk as a unique and pioneering CEO [2][3] - The board previously approved a similar plan in 2018, which Musk completed ahead of schedule, although a federal judge later nullified the resulting compensation [4][5] - The current plan is seen as a challenge for Musk, who aims to secure greater control over Tesla by increasing his ownership from 12.8% to nearly 25% if successful [4][5] Entrepreneurial Spirit - Musk is characterized as a visionary entrepreneur willing to tackle seemingly impossible challenges, with a history of disrupting industries through innovative approaches [5][6] - His ambition includes long-term goals such as colonizing Mars, integrating various technologies to achieve this vision [6][7] - Musk's approach is rooted in "first principles" thinking, allowing him to break free from conventional constraints and drive significant advancements in sectors like aerospace and electric vehicles [6][7] Innovation and Governance - The compensation plan's vote represents a broader conflict between traditional governance structures and the need for innovative breakthroughs [7] - The outcome of the vote will test the balance between standardized governance and the space required for extraordinary value creation [7][8] - Regardless of the plan's success, Tesla may not suffer significant losses, while Musk seeks to motivate himself through this ambitious compensation structure [7]