Core Insights - Tesla CEO Elon Musk acknowledged the challenges in achieving the ambitious market capitalization and operational goals tied to his $1 trillion compensation package, describing them as a "tall order" [1][2] - Musk emphasized the potential for public investment in Tesla stock, indicating that while there may be challenges, he believes the goals can be accomplished with significant effort [2][3] Targets for Compensation - To unlock the full $1 trillion compensation, Musk must achieve several specific targets, including delivering 20 million vehicles, operating 1 million Robotaxis, selling 1 million Optimus humanoid robots, securing 10 million active Full Self-Driving (FSD) subscriptions, generating $400 billion in EBITDA, and reaching a market capitalization of $8.5 trillion [3][4] Shareholder Support and Reactions - Tesla shareholders approved Musk's compensation package with over 75% support during a meeting on November 6, reflecting confidence in his leadership and the ambitious goals set forth [3][5] - The approval has elicited mixed reactions, with some viewing it as a sign of oligarchy while others see it as a strong endorsement of Musk's vision for Tesla [5] Future Plans - Musk announced plans to unveil the Roadster in 2026 and expand the robotaxi program, indicating Tesla's commitment to innovation and growth, which may enhance its attractiveness to investors [4]

Elon Musk's Compensation and Control - Shareholders approved Elon Musk's compensation package, potentially increasing his stake in Tesla to 25% over ten years [1] - The approval rate was astoundingly high at 75%, exceeding previous compensation package votes [2][3] - A 25% stake is seen as a shield against activist shareholders and ensures alignment with Tesla's mission [7][8] Concerns and Opposition - CalPERS voted against the compensation package due to concerns about key man risk, given Musk's involvement with SpaceX and his existing 16% stake [4] - Concerns exist that Musk's control could hinder course correction efforts by activists [9] - Some institutional funds vote against the company's interests, influenced by index funds and political activism [8] Tesla's Vision and Future - Tesla's mission and long-term vision, including electric vehicles, climate support, and humanoid robots, are central to its value [12] - The company is exploring chip manufacturing, which could be a significant area of growth [13] - The last two tranches of the compensation plan are linked to a more formal succession plan [6] SAIC Proposal and Abstentions - The board's neutral recommendation on the SAIC proposal led to a large number of abstentions from retail shareholders [16][17] - Abstentions were also a consequence of limited voting options in the proxy [18] - The board is staying out of the SAIC situation until there is a clear mission from shareholders due to potential conflicts of interest [19][20]

Core Points - Tesla shareholders have approved a compensation package for CEO Elon Musk that could be valued at up to $1 trillion in company shares, with over 75% of participating shareholders voting in favor [1] - The compensation package is structured in 12 tranches based on operational, adjusted profit, and market capitalization goals, requiring Tesla to increase its market capitalization from approximately $1.5 trillion to $8.5 trillion over the next decade [2] - The approval followed an extensive campaign by Tesla's board and executives, including public appeals and television advertisements, which is unusual for the company [3] Company Strategy and Vision - Tesla is at a critical inflection point, as stated by Chairwoman Robyn Denholm, emphasizing the importance of the past year in the company's history [4] - Musk has indicated that the approved package is a means to increase his voting control from around 15% to approximately 25%, which he believes is necessary to maintain control over the company's future direction [6] - The company has promoted its "Master Plan 4" as a visionary document for its future, although it has been criticized for being vague and lacking specifics [7] Historical Context - The new pay package was introduced after a previous plan from 2018, valued at around $56 billion, was rejected by Delaware's Chancery Court due to a lack of transparency in the negotiation process [8] - Earlier in the year, Tesla granted Musk $29 billion in shares to compensate for the loss of the 2018 package, with the understanding that this amount would be voided if Tesla wins its appeal [8]

Hey @elonmusk are you dancing today if the vote on compensation package passes ?Tesla Optimus is ready to go. https://t.co/at9H15E4yD ...

Tesla holding its annual meeting today. Shareholders had until midnight to vote on Elon Musk compensation package, which could be worth up to a trillion dollars over the next decade if he hits all the numbers. Tim Higgins is with us, the Wall Street Journal's business columnist and a CNBC contributor.And the question of the morning, I think it's going their way. Uh I imagine I could be wrong about that. I don't know what you think.Uh but my bigger question is if it for some reason it doesn't, what do you th ...

RT Tesla Owners Silicon Valley (@teslaownersSV)We are one week away from the Tesla Shareholders’ Meeting, and there has never been a more critical time to vote.We need Elon Musk’s compensation package approved because we cannot imagine Tesla without Elon, especially considering what is on the product roadmap for the next 5–10 years.Visit https://t.co/xrcimxLcID for more information. ...

Shareholder Meeting & Leadership - Tesla shareholders' meeting is approaching, emphasizing the importance of voting [1] - Approval of Elon Musk's compensation package is crucial for Tesla's future [1] - Tesla's product roadmap for the next 5-10 years relies on Elon Musk's leadership [1]

RT Tesla Owners Silicon Valley (@teslaownersSV)We are one week away from the Tesla Shareholders’ Meeting, and there has never been a more critical time to vote.We need Elon Musk’s compensation package approved because we cannot imagine Tesla without Elon, especially considering what is on the product roadmap for the next 5–10 years.Visit https://t.co/xrcimxLcID for more information. ...

Core Points - Tesla's board is urging shareholders to approve Elon Musk's $1 trillion pay package to retain him as CEO and maximize the company's potential [1] - Chair Robyn Denholm emphasized that failing to pass the compensation package could result in Musk stepping away, leading to a significant loss in Tesla's value [1] - The central question for shareholders at the upcoming Annual Meeting is whether they want to keep Musk as CEO to drive Tesla towards becoming the leading provider of autonomous solutions and the most valuable company globally [1]

Going straight to the numbers perspective before perhaps a pay package. Was there anything to shout about. So the quarter overall thank you for having me was fairly in line with our preview thoughts that the set up was fairly balanced for the stock going in.As you know noted, the stock had kind of rallied into the quarter. Estimates had gone up a little bit since director account deliveries and then the upside there. And so we did think that about that the set up was fairly balanced going in the numbers the ...