Thanks Ron ❤️Baron Capital (@BaronCapital):Baron Capital Supports Elon Musk’s 2025 CEO Performance AwardBaron Capital is in support of the proposed 2025 CEO Performance Award. We believe it reflects the same principles of accountability, performance and alignment with shareholder interests that drove Tesla’s past ...

RT Tesla (@Tesla)We pay for outstanding performance – not for promises.In 2018, shareholders approved a groundbreaking CEO Performance Award that delivered extraordinary value.At our Annual Meeting on November 6, Tesla shareholders can vote on a pay-for-performance plan designed to drive our next era of transformational growth and value creation. Seven years ago, @ElonMusk had to deliver billions to shareholders – now it’s trillions.This plan creates a path for Elon to secure voting rights and will retain h ...

RT Tesla (@Tesla)We pay for outstanding performance – not for promises.In 2018, shareholders approved a groundbreaking CEO Performance Award that delivered extraordinary value.At our Annual Meeting on November 6, Tesla shareholders can vote on a pay-for-performance plan designed to drive our next era of transformational growth and value creation. Seven years ago, @ElonMusk had to deliver billions to shareholders – now it’s trillions.This plan creates a path for Elon to secure voting rights and will retain h ...

CEO Compensation & Incentives - Tesla's Board emphasizes Elon Musk's unique ability to drive extraordinary growth and value, positioning him as a once-in-a-generation visionary [1] - The Board's Special Committee designed a 2025 CEO Performance Award to retain, motivate, and incentivize Elon Musk, aligning his interests with those of Tesla shareholders [2] - The compensation plan builds upon the framework of the 2018 CEO Performance Award, emphasizing a pay-for-performance structure [2] - Elon Musk will receive zero compensation unless shareholders realize substantial value, ensuring that he is only rewarded if shareholders "win big" [3] Company Vision & Goals - Tesla aims to become the most valuable company in history under Elon Musk's continued leadership [1] - The compensation structure is designed to retain and incentivize Elon Musk to make Tesla's vision a reality [1]

Core Insights - Elon Musk purchased approximately $1 billion worth of Tesla shares through a revocable trust, following a proposal for a $1 trillion pay package contingent on achieving significant production and market goals for Tesla [1][2] - The proposed incentive package aims to increase Tesla's market capitalization from about $1.1 trillion to at least $8.5 trillion over the next decade, emphasizing ambitious growth targets [2] - Tesla's stock price rose over 7% in pre-market trading after the announcement of Musk's share acquisition, although the stock is down 1.96% year-to-date due to previous declines and Musk's political involvement [4] Company Performance and Challenges - The CEO Performance Award is designed to motivate Musk to lead Tesla through a new growth phase, rewarding him only if he delivers exceptional financial returns and remains in a leadership role for an extended period [3] - Musk acknowledged that Tesla is facing "rough quarters" ahead, with declining sales in Europe and China, which may impact investor confidence [5] - Musk has criticized recent U.S. EV policy changes, indicating that the company is in a transition period that may result in the loss of various incentives [6]

Tesla investors: perspective on the new 2025 CEO Performance AwardBack-testing Tesla’s 2018 plan shows how rare Elon’s achievement really was.👉 Out of 113 large-cap companies ($50B+ market cap):79% of CEOs failed to hit even 1 trancheOnly 1 company (NVIDIA) cleared 3 tranchesElon Musk? ✅ All 12 tranches in under 5 years (vs. 10 allowed)This proves Tesla’s pay packages are not giveaways—they’re tied to nearly impossible goals that only Elon has delivered on.That’s why the new 2025 CEO Performance Award is a ...

Group 1 - Tesla is proposing a new compensation plan for CEO Elon Musk, which includes 12 tranches of shares contingent on achieving specific milestones over the next decade [1][2] - The plan aims to motivate Musk to increase Tesla's market cap to $2 trillion and achieve a cumulative production and delivery milestone of 20 million vehicles [2][3] - Additional targets for Musk include achieving adjusted EBITDA goals, launching 1 million Robotaxis, delivering 1 million AI Bots, and creating nearly $7.5 trillion in shareholder value to receive the full award [3] Group 2 - Tesla will seek shareholder approval at the upcoming meeting on November 6 to invest in Musk's new venture, xAI, which he proposed as a $5 billion investment [4] - xAI, founded in early 2023, has merged with Musk's social network X and operates a large data center in Memphis, with plans for further expansion to support its AI initiatives [5]

A Letter to Our Shareholders on the 2025 CEO Interim AwardDear Fellow Tesla Shareholders,Today we announce an important first step in compensating Elon Musk for his extraordinary work at Tesla. As you know, Elon has not received meaningful compensation for eight years since the 2012 CEO Performance Award was last earned in 2017. Despite overwhelming support from you in 2018 and again in 2024, our legal efforts continue in the Delaware courts to reinstate the 2018 CEO Performance Award. Despite these legal c ...