人类史上最贵CEO诞生！马斯克 “万亿薪酬”背后的“十年对赌协议”

Core Viewpoint - Tesla's shareholders approved an unprecedented compensation plan for CEO Elon Musk, linking his earnings to the company's future growth and performance, potentially valuing his stake at nearly $1 trillion if all targets are met [3][4][16]. Compensation Plan Details - The compensation plan will be distributed in 12 tranches, requiring Musk to increase Tesla's valuation by $500 billion each time and achieve specific operational goals, such as delivering the 20 millionth vehicle [1][7]. - Each completed milestone will grant Musk 1% of Tesla's stock, with a total potential of 12% if all targets are achieved, equating to a theoretical maximum payout of $1.02 trillion [8][10]. Market Value and Operational Goals - The plan sets a market value target of $8.5 trillion for Tesla, with operational goals including the delivery of 20 million vehicles, operating 1 million robotaxis, and achieving $400 billion in core profits [10][11]. - The net potential payout for Musk, after accounting for the stock's value at the time of the plan's announcement, is approximately $878 billion [9][11]. Shareholder Support and Criticism - The plan received over 75% support at the annual shareholder meeting, indicating strong trust in Musk's leadership despite prior opposition from some investors and advisory firms [3][11]. - Critics argue that the plan's scale is excessive and that it grants the board discretion over milestone achievements, raising concerns about governance and accountability [6][11]. Strategic Shift Towards AI and Robotics - Musk's vision for Tesla has shifted from solely electric vehicles to becoming a leader in artificial intelligence and robotics, with ambitious plans for products like the Optimus humanoid robot [3][14]. - The approval of the compensation plan is seen as a crucial step in aligning Musk's interests with Tesla's long-term goals in AI and robotics, as he aims to build a "robot army" [12][15]. Investment in AI Startup - Shareholders also voted to support Tesla's investment in Musk's AI startup, xAI, which is viewed as beneficial for both companies, given Tesla's reliance on AI for its autonomous driving ambitions [15].