马斯克可能真觉得，造车没意思了

Core Viewpoint - The approval of Elon Musk's $1 trillion compensation plan by over 75% of Tesla shareholders highlights the strong belief in Musk as the soul of Tesla, despite the ambitious nature of the performance targets set for this compensation plan [5][6]. Group 1: Compensation Plan Details - The compensation plan includes two main targets: Tesla's market value and operational metrics, broken down into 12 milestones, incentivizing Musk to achieve these goals [9][11]. - Currently, Tesla's market value is approximately $1.5 trillion, with the first milestones requiring an increase of $500 billion, escalating to $1 trillion for the final targets [12][13]. - If Musk meets all targets, Tesla's market value could reach $8.5 trillion, granting him 423.7 million shares, potentially increasing his ownership to 25% [15][16]. Group 2: Current Performance Challenges - Tesla has faced declining delivery volumes, with a 13% drop in Q1 and a 13.5% drop in Q2, leading to concerns about overall sales for the year [19][20]. - The main models, Model 3 and Model Y, have not seen significant updates, and the anticipated lower-cost Model 2/Q has not been announced, raising competitive concerns [21][22]. - Tesla's reliance on vehicle sales alone is insufficient for growth, necessitating a shift towards becoming a technology company focused on AI and robotics [25][24]. Group 3: Future Growth Strategies - Musk aims to increase production to 2.6-2.7 million vehicles by the end of 2026, with a target of 4 million by 2027 and 5 million by 2028, representing a 50% growth in sales [28][29]. - The introduction of the Robotaxi and Optimus humanoid robot is part of Tesla's strategy to diversify its offerings beyond traditional vehicle sales [41][45]. - Tesla is also addressing potential supply chain issues by developing its own battery production and exploring partnerships for chip manufacturing, indicating a proactive approach to future challenges [49][51].