马斯克把时间给了xAI，却问特斯拉要万亿薪酬

Core Points - Elon Musk is heavily investing time in his newly founded AI company xAI while seeking shareholder approval for a high-stakes compensation plan to ensure his focus on Tesla [1][2] - The proposed compensation plan aims to increase Musk's stake in Tesla from approximately 15% to 25% over the next decade, contingent on achieving ambitious targets [1] - Major Tesla investors have expressed concerns about Musk's commitment to Tesla and have pressured the board for clarity on succession plans [1][4] Group 1: Compensation Plan - The Tesla board proposed a substantial compensation plan in September, which includes stringent performance targets to ensure Musk dedicates sufficient time and energy to Tesla [2] - The board chair, Robyn Denholm, stated that they cannot force Musk to work full-time for Tesla but believe his focus on AI will ultimately benefit the company [2][4] - Proxy advisory firms have recommended shareholders vote against the compensation plan, arguing it grants Musk excessive equity [3] Group 2: Musk's Focus on xAI - Musk has reportedly spent significant time at xAI, even holding meetings with Tesla employees at xAI's office, while Tesla faces declining sales [1][5] - His work style has shifted to more one-on-one meetings with employees, and he has been deeply involved in the development of xAI's projects [5] - Tesla's vehicle sales dropped by 13.5% in the quarter ending June 30, marking the second consecutive quarter of decline [5] Group 3: Intercompany Relations - The boundaries between Musk's companies are becoming increasingly blurred, with discussions of Tesla investing in xAI surfacing after SpaceX's $2 billion investment in xAI [4] - Over 140 shareholders have submitted proposals for Tesla to invest in xAI, but the board has not made any recommendations regarding this potential investment [4] - Denholm attempted to downplay the technological overlap between Tesla and xAI, suggesting that their integration is minimal [4] Group 4: Controversies Surrounding xAI - xAI has faced criticism for requiring employees to sign agreements allowing the use of their biometric data for training virtual avatars, raising ethical concerns [6] - The development of a 3D virtual character named Ani has attracted attention for its suggestive design, leading to discomfort among some employees [6] - xAI's Grok system has been involved in controversies, including generating inappropriate content and allegedly violating terms of service of competitor platforms [6]