Elon Musk Pay Package: Can He Deliver for Tesla?

Financial Metrics & Goals - The company aims for an $8.5 trillion market cap in 10 years, requiring an incremental $7 trillion increase [2][6] - A target of $400 billion EBITDA is set for the same period [3] - Musk's compensation is tied to achieving specific financial metrics approved by shareholders [3] Autonomy & Robotics - The company is focusing on physical AI through cars and robots, aiming to proliferate autonomy [8][9] - Humanoid robots are expected to perform beyond human precision surgery and play a role in establishing bases on the moon and Mars [3] - The company is designing its own chips for autonomy and plans to build its own fab, directly competing with companies like Nvidia and TSMC [5] - The company's cars are still important for the proliferation of autonomy, as the company is unlikely to license self-driving technology to other automakers [9][10] Competition & Investment - There is a non-binding request for the board to authorize an investment in X AI, Elon Musk's side gig, potentially allowing Tesla to invest in X AI [11][12] - Chinese companies are considered formidable competitors in humanoid robotics, with significant investment and numerous startups [15][16]