十年豪赌，马斯克或赢得万亿美元“工资条”

Core Points - Tesla CEO Elon Musk has been granted a $1 trillion compensation plan, which includes 423,743,904 shares of common stock, including restricted stock, following a shareholder vote that approved the plan [1][2] - If Musk succeeds in this plan, he could become the world's first trillionaire [2] Group 1: Compensation Plan Details - The compensation plan is structured as a "decade-long gamble" where Musk must lead Tesla to achieve 12 sets of goals over the next ten years [3] - The first main task is to increase Tesla's market capitalization from $1.5 trillion to $8.5 trillion, requiring the company to surpass several milestones along the way [3][5] - The second main task involves operational goals, including delivering 20 million vehicles, achieving 10 million subscriptions for Full Self-Driving (FSD), delivering 1 million humanoid robots, and deploying 1 million Robotaxi vehicles [3][5] Group 2: Operational Goals and Challenges - To meet the vehicle delivery goal, Tesla must maintain an average annual sales volume of over 1.2 million vehicles, with a projected delivery of approximately 1.789 million vehicles in 2024, marking a decline for the first time since its IPO [6] - The FSD subscription rate currently stands at only 12%, necessitating a significant increase to 50% to meet the subscription goal [7] - The ambitious operational targets align with Tesla's strategic shift towards AI, autonomous driving, and humanoid robots, with plans to produce the Optimus robot and CyberCab by 2026 [8][12] Group 3: Future Vision and Market Position - Musk envisions a future where Tesla becomes a leader in AI and robotics, with plans for mass production of humanoid robots and autonomous vehicles [12][15] - The company aims to address core challenges in chip supply and energy solutions to support its ambitious plans [15] - Despite skepticism regarding the feasibility of these goals, Musk remains optimistic about achieving them through significant effort and innovation [15][16] Group 4: Control and Influence - Musk emphasizes that his primary goal is to maintain significant voting power within Tesla, rather than pursuing financial gain [16][17] - He believes that having 25% voting control is sufficient to influence the company's direction without risking removal by shareholders [16][17] - Musk's reduced ownership stake in Tesla is largely due to his acquisition of Twitter, which led to the sale of approximately $22.9 billion worth of Tesla shares [16][17]