美媒：特斯拉想用高额薪酬锁住马斯克，但他已经“移情别恋”

Core Viewpoint - Elon Musk has been focusing on his new venture xAI, which has raised concerns among Tesla investors regarding his commitment to the company and its future leadership [2][5][6]. Group 1: Musk's Focus on xAI - Musk has dedicated significant time to xAI, often holding late-night brainstorming sessions with employees to enhance their AI chatbot Grok and design a bold AI companion named Ani [3][5]. - His involvement in xAI has led to meetings with Tesla employees at xAI, raising questions about his time management across multiple companies [5][6]. Group 2: Investor Concerns - Major Tesla investors have privately pressured company executives about Musk's focus on Tesla and whether there is a succession plan in place [6][7]. - The Tesla board, including members like Robyn Denholm and JB Straubel, has met with large investors to discuss Musk's new compensation plan, which aims to ensure his focus on Tesla's growth [6][7]. Group 3: Compensation Plan and Goals - Tesla's new compensation plan could increase Musk's stake in the company from approximately 15% to 25% over ten years, contingent on achieving ambitious targets, including selling 1 million humanoid robots and increasing the company's market value from $1.5 trillion to $8.5 trillion [6][10]. - The board believes that Musk's focus on AI could ultimately benefit Tesla, as the company is developing several AI-related technologies [7][10]. Group 4: Investment in xAI - There is skepticism among some large investors regarding Tesla's potential investment in xAI, with the board not providing recommendations on the proposal [9][10]. - The board's recent proxy statement mentioned xAI 47 times, emphasizing the necessity of Musk's focus on Tesla to prevent losing him as a leader [10][11]. Group 5: Opposition to Compensation Proposal - Influential shareholder advisory firms have recommended that Tesla shareholders vote against Musk's compensation proposal, citing concerns over excessive shareholding [11]. - Musk has expressed frustration over the criticism of his compensation plan, highlighting Tesla's market value compared to other automakers [11].