马斯克万亿美元薪酬背后：造车没意思了？

Core Insights - Tesla's board has approved a ten-year compensation plan for CEO Elon Musk, valued at up to $1 trillion, which is more of a stringent "bet agreement" than a salary [1] - The plan requires Tesla's market value to increase from over $1 trillion to $8.5 trillion and annual profits to reach $400 billion, a 20-fold increase from last year's profit of approximately $17 billion [1] - The agreement emphasizes breakthroughs in four core areas: vehicle deliveries, Full Self-Driving (FSD), Robotaxi, and humanoid robots [1] Group 1 - Tesla aims to transform from a traditional car manufacturer to a service-oriented business model, akin to "Apple on wheels," where the car serves as a data-collecting platform and a service hub [2] - The strategy involves creating a closed-loop ecosystem that increases user dependency on Tesla's services, thereby enhancing customer retention and revenue generation [2] - Achieving these ambitious goals requires Tesla to simultaneously scale production, innovate technology, and significantly increase profits, which presents a challenging "impossible triangle" in traditional manufacturing [2] Group 2 - China plays a crucial role in Tesla's strategy, providing the most complete and efficient supply chain for the new energy industry, with the Shanghai Gigafactory being one of the most efficient and cost-effective facilities globally [3] - The plan is not just about establishing factories in China but deeply integrating into the local industrial ecosystem to leverage cost efficiencies and reduce R&D expenses [3] - Despite the grand vision, market skepticism remains, as evidenced by a decline in Tesla's stock price, reflecting concerns over the execution challenges and Musk's divided attention among multiple ventures [3]