馬斯克最近為什麼 在電話會議上 直接飆罵 企業恐怖主義？ 他就是在噴 那兩家 Glass Lewis 和 ISS 代理顧問公司 這幫人 幹了什麼呢？ 他們建議 特斯拉的股東們 投票否決 馬斯克的 天價薪酬方案！ 老馬當然氣炸了 但你知道 這件事裡 最魔幻的 是什麼嗎？ 是那個華爾街 最愛演的 Jim Cramer 這次居然站出來 替馬斯克說話了！ Cramer說 老馬希望 能像祖克柏那樣 絕對控制公司 但他接下來的觀點 才叫炸裂 他說就算馬斯克 沒有那種 創辦人股權 也應該把他 要的薪酬方案 給他！ 因為Cramer認為 馬斯克真的 值這個價 這話說的 太公道了！ 我們看過 多少平庸的 CEO 拿著天價薪水 把公司搞得 烏煙瘴氣？ 而馬斯克 是把特斯拉 從破產邊緣 一路拉到 現在這個高度的 唯一的那個人 Cramer都看懂了 驅動這一切的 就是馬斯克本人 你覺得 老馬到底值不值 這個價？. ...

Core Viewpoint - The article discusses Tesla's new compensation plan for CEO Elon Musk, which is valued at one trillion dollars, and the surrounding controversies and challenges related to its approval [3][4][11]. Group 1: Compensation Plan Details - Tesla has proposed a new "OKR" compensation plan for Musk to retain him as CEO for at least the next ten years [7]. - To unlock the full compensation, Musk must achieve ambitious performance targets, including increasing Tesla's market value nearly eightfold to $8.5 trillion (approximately 60.6 trillion yuan) and boosting profits to $400 billion (approximately 2.85 trillion yuan) by 2024 [8]. - If all targets are met, Musk's ownership stake in Tesla could rise from 13% to about 25%, potentially increasing his stock value by $1 trillion (approximately 7.13 trillion yuan) [10]. Group 2: Controversy and Reactions - The proposed compensation has sparked significant debate, with some viewing it as excessively high, even surpassing Tesla's total profits since its inception [11][13]. - Critics, including former Tesla employees and institutional investors, argue that the compensation is astronomical and lacks effective constraints, potentially diluting existing shareholders' equity [20][21][22]. - Supporters, including prominent investors like Cathie Wood, believe the plan will pass with overwhelming support, citing Tesla's current market position and growth potential [26][29]. Group 3: Upcoming Events - The final decision on the compensation plan will be made at the shareholder meeting on November 6, where Musk and other executives will also present Tesla's latest product roadmap and strategic priorities [31]. - Among the anticipated announcements is the new Roadster 2.0, which is set to be showcased this year and aims to be the fastest production car on the market [39][40].

Core Viewpoint - Tesla's board has proposed a new compensation plan for Elon Musk, potentially worth up to a trillion dollars, to ensure his continued leadership for at least another decade, which has sparked widespread debate and concern [1][3]. Compensation Plan Details - The new compensation plan is designed to secure Musk's commitment for the next ten years, with a core goal of achieving astronomical returns [5]. - To fully realize the compensation, Tesla must reach a market value of $8.5 trillion, which is nearly eight times its current valuation [5]. - The profit target is set at $400 billion, requiring a nearly 24-fold increase from projected 2024 profits [5]. - The plan includes ambitious product delivery goals: 20 million Tesla vehicles, 10 million Full Self-Driving (FSD) subscriptions, 1 million Tesla robots, and 1 million operational Robotaxis [5]. Shareholding and Wealth Implications - If all targets are met, Musk's shareholding could increase from 13% to approximately 25%, with the additional 12% valued at around $1 trillion [7]. - This compensation plan could make Musk the world's first trillionaire, with estimates suggesting he could still earn between $20 billion to $40 billion even if only partial goals are achieved [7]. Opposition and Concerns - The proposed compensation has faced significant criticism, with some analysts deeming it excessively high and potentially dilutive to existing shareholders [7]. - Concerns have been raised that the promised returns may not outpace inflation or match the performance of the S&P 500, with suggestions that other capable CEOs could achieve similar growth at a lower cost [7]. Musk's Defense and Support - Musk has defended the plan, asserting that Tesla's market value surpasses that of all other automakers combined, emphasizing his unique contributions [9]. - Supporters, including Tesla's official account and prominent investors like Cathie Wood, predict the plan will pass overwhelmingly, similar to the 2018 compensation plan [10]. Upcoming Decision - The final decision on the compensation plan will be made at Tesla's shareholder meeting on November 6, where Musk has hinted at unveiling new product roadmaps, including the long-awaited new Roadster [10].

Core Viewpoint - Tesla has proposed a new compensation plan for CEO Elon Musk, valued at up to $1 trillion, to retain him for at least 10 years, but the plan faces significant scrutiny and skepticism from the public and shareholders [1][6]. Compensation Plan Details - The new compensation structure, referred to as "compensation OKR," requires Musk to achieve ambitious performance targets, including increasing Tesla's market capitalization to between $8 trillion and $8.5 trillion, which is nearly 8 times the current value [4][6]. - Profit targets are set to increase nearly 24 times to $400 billion, with a minimum threshold of $50 billion [4]. - Product delivery goals include 20 million Tesla vehicles, 10 million active FSD subscriptions, 1 million Tesla robots, and 1 million Robotaxis [4]. Shareholder Reactions - The proposed compensation plan has sparked divided opinions among shareholders, with some, including ISS, expressing strong opposition due to its astronomical figures and potential dilution of existing shareholders' equity [10][12]. - Supporters, including prominent investors like Cathie Wood, argue that the plan is justified and likely to pass, citing Tesla's significant market position and growth potential [15][12]. Upcoming Decisions - The final decision on the compensation plan will be made at the shareholder meeting on November 6, where Musk and other executives will also present Tesla's latest product roadmap and strategic priorities [17]. - The meeting is expected to be significant, not only for the compensation proposal but also for the anticipated unveiling of the new Roadster 2.0 [17][20]. Product Developments - Tesla's new Roadster 2.0 is set to be showcased this year, with production expected to begin in 2027, featuring extreme performance capabilities [20][22].

图源：盖世汽车新能源 据"鞭牛士"10月21日消息，埃隆·马斯克公开威胁说，如果得不到高额薪酬，他将离开特斯拉，或者至少辞去首席执行 官一职。 值得注意的是，该薪酬方案股份奖励需满足特定条件才能兑现：特斯拉市值需达到最高8.5万亿美元的里程碑，同时需 实现一系列运营目标，包括交付2000万辆汽车、推出100万辆自动驾驶出租车（robotaxi），以及调整后核心利润达到 4000亿美元。 起因是特斯拉股东即将对埃隆·马斯克的一项新的、备受争议的薪酬方案进行投票。据路透社10月17日报道，埃隆·马 斯克拟定了1万亿美元的薪酬方案，代理投票顾问机构ISS（机构股东服务公司）敦促股东否决这一大规模的薪酬计 划。 ...

大家好我是大魚 最近 華爾街和X上 都在瘋狂爭論 給 Musk $1 萬億 天價薪酬是否 「過度支付」？ 那些只盯著 馬斯克 拿到多少錢的人 錯過的可能會是 數萬億的增長！ 我敢說 如果你覺得 這方案太貴 你可能根本 沒看懂這場 「信任投票」 的真正價值 它不僅是讓 Musk 火力全開 更是對 Tesla 市值衝上 $8.5% 萬億 的強力保底 一旦通過 股價直奔 $600 只是起步 $1000才是 真正的目標！ 今天我們將揭秘 Musk 這次反擊 的犀利觀點 以及三大終極 催化劑如何 讓 TSLA 翻倍 大家不要錯過 今天的精彩內容 OK let‘s go 第一部分 馬斯克警告股東 咱們開門見山 來看看最近X上 最火爆的對話 有人在質疑 Musk 那個 1 萬億美元 的 天價薪酬方案 說就算Tesla 市值十年後 只達到 $2 萬億 回報率低於 S&P 500 給 CEO $200 億 有點太貴了 這話聽起來很理性 但Musk 的 回應更絕 他直接反問說 Tesla 比所有 其他汽車公司 加起來都值錢 你希望哪個CEO 來帶領Tesla？ 反正不會是我 這就是問題的 癥結所在 只看局部 你永遠看不清全貌 當 ...

Core Points - Tesla shareholders will vote in November on a proposed 10-year compensation plan for CEO Elon Musk, valued at $1 trillion, which could become the largest in corporate history [1][3] - Tesla's board chair, Robyn Denholm, defended the compensation plan, stating that Musk needs to be incentivized through significant challenges tied to high compensation [1][3] - Denholm emphasized that the plan focuses on future performance rather than past results, asserting that Musk will receive nothing if he fails to meet the established goals [3] Summary by Sections Compensation Plan - The proposed compensation plan for Elon Musk is valued at $1 trillion, with a vote scheduled for November [1] - The plan is designed to link Musk's compensation to significant challenges, aiming to incentivize future performance [3] Board's Perspective - Robyn Denholm, who is also a member of the special committee that drafted the compensation plan, expressed that Musk is more interested in voting power than the monetary value of the compensation [3] - Denholm's comments suggest a focus on governance and influence rather than just financial rewards [3] Current Company Performance - The proposal comes at a time when Tesla's profits and vehicle sales are declining, raising questions about the appropriateness of such a large compensation plan [3] - Denholm insists that the plan is not related to past performance, indicating a forward-looking approach to Musk's compensation [3]

Executive Compensation & Corporate Strategy - Tesla's board presented Elon Musk with a performance-based compensation plan potentially worth $1 trillion [1] - The agreement requires Musk to increase Tesla's market capitalization to $85 trillion, equivalent to the combined market cap of Apple and Nvidia [1] - Musk must also deliver 1 million Optimus robots and 1 million Robotaxis to receive any compensation [1] Performance Targets & Risk Assessment - Failure to meet either the market capitalization target or the delivery of robots and Robotaxis results in zero compensation for Musk [1] - The plan is characterized as a high-stakes gamble on the future of commercial history [1]

Core Viewpoint - Tesla's board has approved a stock award of 96 million shares to CEO Elon Musk, valued at approximately $29 billion, contingent on his continued role until 2027 and restrictions on selling until 2030 [1][4]. Group 1: Stock Award Details - The stock award allows Musk to purchase shares at $23.34 each, with the total value estimated at $29 billion (approximately 208.3 billion RMB) [1]. - If a Delaware court reinstates Musk's 2018 compensation plan valued at $55 billion, this new award will automatically become void to prevent "double-dipping" [3]. Group 2: Strategic Importance of Musk - Tesla emphasized the importance of retaining Musk, stating that this incentive is crucial for his continued leadership [4]. - Following the announcement, Tesla's stock price rose over 2%, increasing its market value by $21.4 billion (approximately 153.7 billion RMB) [4]. Group 3: Historical Context and Legal Issues - The ongoing legal dispute regarding Musk's previous compensation plan has lasted seven years, with the 2018 plan initially valued at $2.6 billion but later soaring to $56 billion due to rising stock prices [6]. - The Delaware court previously invalidated the 2018 compensation plan, citing unfair approval processes by the board [6]. Group 4: Market Performance and Challenges - Tesla's stock has faced challenges, with a nearly 25% decline this year, underperforming the broader market [12]. - The company is transitioning from its primary automotive business to focus on autonomous taxi services and robotics, amid pressures on vehicle sales and brand loyalty [11].

Core Viewpoint - The company has approved a compensation plan for its directors and senior management for the year 2025, aimed at enhancing motivation and operational efficiency [1][2]. Group 1: Compensation Plan Overview - The compensation plan applies to all directors and senior management of the company [1]. - The plan includes a fixed allowance for independent directors set at 120,000 per year (pre-tax), paid monthly [1]. - Directors' compensation consists of a monthly salary and an annual bonus, with the monthly salary based on their specific roles and the annual bonus determined by performance evaluations [2]. Group 2: Senior Management Compensation - Senior management's compensation (excluding directors) also comprises a monthly salary and an annual bonus, with similar structures for salary determination and bonus allocation based on performance evaluations [2]. - The compensation and allowances are calculated based on the actual tenure of the individuals [2]. Group 3: Implementation and Governance - The plan is effective immediately and authorizes the company's management to implement the specific disbursement details [2].