Tesla(US:TSLA) CNBC Televisionยท2025-11-07 12:36Company Strategy & Vision - Tesla shareholders approved CEO Elon Musk's compensation package with 75% support among voting shares [1] - The vote is viewed as a green light for Tesla's future roadmap, built on physical AI, 1 million Optimus robots, and 1 million robo-taxis [2] - Tesla needs to deliver on its milestones for Elon Musk to receive the compensation [3][4] - A potential future direction for Tesla involves buying a stake in X AI to integrate physical AI [11][12] Leadership & Succession - The compensation package removes key person risk, indicating confidence in Tesla's future under Elon Musk [5] - Finding a successor for Elon Musk is in the very early stages [9] - The hope is that the successor will come from the design side, similar to other transformative mega-cap companies [10] Investment & Potential - The approved compensation is milestone-based, not guaranteed, and tied to Tesla's success [3][4] - The market will ultimately decide if Tesla achieves the milestones and provides returns to shareholders [4] - There is enormous potential in humanoid robots and physical AI [13]