X @Tesla Owners Silicon Valley

Strategic Direction & Vision - Tesla is transitioning from a perceived "car maker" to a smart tech leader, focusing on AI, robots, and self-driving technology [1] - The company aims to achieve significant milestones including 10 million Full Self-Driving subscriptions and 1 million Optimus robots and robotaxis [2] - Tesla's future success is heavily reliant on AI advancements, particularly in Full Self-Driving (FSD) and Optimus development [2][4][5] Elon Musk's Compensation Package - The proposed compensation plan grants Musk over 423 million shares, potentially increasing his stake to 25% [2] - The incentive plan is tied to ambitious goals, including significant increases in adjusted profits, from $50 billion to $400 billion [2] - The approval of Musk's pay deal is viewed as crucial for retaining his leadership and driving Tesla's innovation [1][5] Robotaxi & Autonomous Driving - Tesla is heavily invested in achieving full autonomy, with robotaxis seen as a potentially trillion-dollar opportunity [2] - The company anticipates regulatory approval for robotaxis by mid-2026, potentially leading to high-margin software revenue [3] - Testing of Cybercab robotaxis is underway, indicating progress towards autonomous transportation solutions [3] Optimus Robot Development - Optimus robots are envisioned to address labor shortages in various sectors, including care and factories [5] - The target price for each Optimus robot is under $30,000, with a subscription model for upgrades [5] - Tesla plans to ramp up Optimus production, with factory tests expected in 2026 [5] AI Infrastructure & Capabilities - Tesla is developing custom AI chips and utilizing large datasets to train models for autonomous driving, robotics, and energy management [6] - The company's AI infrastructure includes Dojo supercomputers located in California and Texas [6]