Tesla could lose Elon Musk if this pay package doesn’t happen"If we fail to foster an environment that motivates Elon Musk to achieve great things through an equitable pay-for performance plan, we run the risk that he gives up his executive position, and Tesla may lose his time, talent and vision, which have been essential to delivering extraordinary shareholder returns."Sawyer Merritt (@SawyerMerritt):Tesla Chair Robyn Denholm on if Elon Musk's 2025 CEO Performance Award plan doesn't pass:"If we fail to fo ...

Tesla's Future Vision - The future of Tesla is centered around autonomous driving and robotics, with car manufacturing serving as a foundation for cash generation [1] - Autonomous driving alone is estimated to be worth $1 trillion [2] - Optimus, Tesla's humanoid robot, is expected to be a key part of the company's future, potentially contributing to a $3 trillion market capitalization in the next 12-18 months [4] Autonomous Driving Progress - Tesla is aiming for Robotaxi deployment in 8-10 cities by the end of the year and expanding to 30 cities in the first half of next year [3] - The company is progressing towards Level 4 autonomy, suggesting a significant advancement in self-driving capabilities [4] - Tesla is projected to dominate the autonomous market, potentially owning 80% of the market share [5] Elon Musk's Compensation Package - Elon Musk's new pay package and continued role as CEO are crucial for investors and the company's future [2][11] - The previous pay package was fully achieved, highlighting Musk's importance to Tesla's success [7] - The compensation package is designed to incentivize Musk and ensure his focus on Tesla [8]

Elon Musk, the world’s richest person, spent the end of Tesla’s earnings call pleading with investors to ratify his upcoming $1 trillion pay package and blasting the shareholder advisory firms that have come out against the plan. https://t.co/bt7HgjdGI3📷: Andrew Harnik/Getty Images ...

Musk Blasts Firms Opposing $1 Trillion Pay Package As ‘Corporate Terrorists’https://t.co/1ECQnu6M6v https://t.co/Kwhyi6AhB5 ...

When we saw this pay package, we had a a a similar reaction to the very first time that Elon proposed a pay package. Our expectations were high and everybody thought we were crazy out there when we put our expectations out there. Uh and in the last package, he accomplished those expectations two years earlier than we expected him to.Just to give you a sense uh if you take sort of the midpoint of the schedule for EBITDA goals that would be a 49% uh compound annual rate of increase in EBITDA. I don't think th ...

Tesla's Compensation Package & Performance - The previous compensation package motivated Elon Musk, achieving expectations two years ahead of schedule [1] - The new package has ambitious targets, requiring a 49% compound annual growth rate in EBITDA over 75 years to reach $210 billion from $11 billion, and 62% to complete the package [1] - The company believes the goals are achievable, especially with the scaling of robo taxis and humanoid robots (Optimus) [1] - The company views the Delaware court decision voiding Elon's 2018 pay package as detrimental to investor rights and Tesla's success [1] - The company emphasizes the importance of incentivizing Elon Musk to maintain a culture of continuous improvement and innovation at Tesla [3] OpenAI Developer Day & Platform Strategy - OpenAI is rapidly innovating and shipping new products, turning ChatGPT into a robust platform with an application developer kit [4] - OpenAI's developer tools allow developers to create agentic behavior within ChatGPT, leveraging its distribution to 800 million weekly active users [4] - The company is creating tools for developers to wireframe agents, which involves chaining together different LLM actions to create a full agentic type experience [5][6] - The company's framework makes it easier to develop on OpenAI but harder to switch to other platforms, potentially stabilizing their API business [6] Prediction Markets & Trade - The company is analyzing the potential impact of 100% tariffs on China by November 1st, with the market currently at a 13% chance [7] - Prediction markets offer a way to hedge risks and surface information that might not otherwise be available in the market [7][8]

Is $1 trillion enough to get Elon Musk back in gear at Tesla?On this episode of the Elon, Inc. podcast, @chafkin and @davidelgreco discuss the record-breaking pay package the carmaker has offered its CEO and how this tactic is more than just about money https://t.co/7bdaJKltHq https://t.co/CbAWO9l0Dm ...

Is $1 trillion enough to get Elon Musk back in gear at Tesla?On this episode of the Elon, Inc. podcast, @chafkin and @davidelgreco discuss the record-breaking pay package the carmaker has offered its CEO and how this tactic is more than just about money https://t.co/7bdaJKltHq https://t.co/PvAPjhX1Ig ...

Elon Musk just got a new pay package worth up to $1 trillion.He is still going to be underpaid. https://t.co/4OatxG4yqr ...

Musk’s trillion-dollar pay package is Tesla’s master plan, @liamdenning says (via @opinion) https://t.co/xgy8xu7zJF ...