Tesla's EV Business Growth - Gerber Kawasaki Wealth and Investment Management 认为 Tesla 的电动汽车销量潜力已达上限,约为每年 190 万辆 [3] - Gerber Kawasaki Wealth and Investment Management 预计 Tesla 明年销量可能接近 160 万辆,低于分析师预期 [4] - Gerber Kawasaki Wealth and Investment Management 认为 Tesla 通过降低产品价值来降低价格是一种糟糕的商业策略 [6] Full Self-Driving (FSD) Technology - Gerber Kawasaki Wealth and Investment Management 对 Tesla 的完全自动驾驶 (FSD) 技术能否在年底前实现表示怀疑 [10] - Gerber Kawasaki Wealth and Investment Management 认为 Tesla 应该承认纯视觉系统不够安全,并指出 Waymo 的技术更先进 [10][12][13] - Gerber Kawasaki Wealth and Investment Management 体验 Tesla 的 FSD 后表示失望,需要持续人工干预 [11] Elon Musk's Pay Package - Gerber Kawasaki Wealth and Investment Management 计划投票反对 Elon Musk 的薪酬方案,认为这是商业史上最荒谬的薪酬方案 [16] - Gerber Kawasaki Wealth and Investment Management 认为该薪酬方案可能不合法,因为缺乏实际谈判,并可能引发更多诉讼 [17] - Gerber Kawasaki Wealth and Investment Management 认为 Elon Musk 不会离开 Tesla,因为他的财富与 Tesla 的成功息息相关 [18][19] Shareholder Governance - Gerber Kawasaki Wealth and Investment Management 认为 Tesla 的股东治理是商业史上最糟糕的例子 [20] - Gerber Kawasaki Wealth and Investment Management 已经出售了大量 Tesla 股票,部分原因是股东治理问题 [8][20] - Gerber Kawasaki Wealth and Investment Management 管理约 40 亿美元资产,其中 Tesla 股票约占 2%(8000 万美元) [9]
Elon Musk's $1T pay package is 'most absurd pay package in the history of business' investor says