Should Elon Musk be Paid $1 Trillion?

Tesla's Growth & Strategy - Tesla aims for ambitious milestones: 20 million cars on the road, 10 million with FSD (Full Self-Driving), 1 million robots, and 1 million robo taxis [1] - Tesla needs to regain growth after two years of flat growth, focusing on permitting for full self-driving and selling humanoid robots [2] - Tesla's operational goals include producing 1 million humanoid Optimus robots and building a robo taxi fleet of 1 million vehicles, alongside delivering 20 million electric vehicles [7][8] - The board emphasizes the importance of selling a significant number of electric and autonomous vehicles amidst increasing competition [9][11] Executive Compensation & Focus - The proposed pay package for Musk is tied to high-performance standards, including selling more cars, advancing full self-driving, and realizing the humanoid robot proposition [5] - The board wants Musk to focus on Tesla, potentially reducing involvement in politics and other ventures [6][15] - Shareholders are expected to support the pay package if Musk focuses on Tesla and achieves goals like selling more cars and obtaining regulatory approval for autonomous driving [6][15] Market Competition & EV Trends - Volkswagen is unveiling a $29,000 ID2 in Europe, posing a significant competitive challenge [9] - BYD's Europe sales are up 225%, while Tesla's Europe sales are down 50% [10] - Competition is intensifying with Ford introducing a $30,000 truck and J Starwish offering a $10,000 EV in China [10] - The average EV price dropped $14,000 in 2025, and EVs are expected to become cheaper than internal combustion vehicles [13]