Tesla(US:TSLA) CNBC Television·2025-11-06 13:04Tesla Shareholder Vote & Elon Musk's Pay Package - Betting markets indicated a high probability (90+%) of Elon Musk's pay package being approved [2] - Arch Invest believes Elon Musk deserves the pay package if he delivers a 41% compound annual rate of EBIT growth for the next 10 years [4] - Arch Invest disagrees with ISS and Glass Lewis's research, believing they don't understand Tesla's long-term vision and the need for pay-for-performance alignment [6] Tesla's Valuation & Future Growth Drivers - Arch Invest has a 2030 price target of $2600 for Tesla, with 90% of that valuation attributed to robo taxis [7] - Humanoid robots currently contribute very little to the $2600 price target, but the target could increase if their development accelerates [8][9] - The complexity of scaling humanoid robots is significantly higher than that of robo taxis [8] AI Competition: US vs China - Arch Invest believes the US is currently ahead of China in AI [11] - China has made significant progress in AI, potentially due to its adoption of open-source software [11] - China's focus on "new productive forces" and technology indicates a strong commitment to AI development [12][13]