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. ...

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. ...

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 ...

Tesla's Strategic Shift - Tesla is running ads to garner shareholder support for Elon Musk's compensation package, potentially worth $1 trillion, framing it as crucial for his continued leadership and influence, especially in AI and robotics [1] - The core issue revolves around a legal challenge to Musk's 2018 compensation plan (valued at $56 billion), which was voided by a Delaware court, raising concerns about board independence and fairness to shareholders [1] - Tesla is shifting its focus from being a traditional car manufacturer to an AI/robotics company, potentially impacting its valuation metrics [1][2] Leadership and Operational Concerns - The company's decision to cancel the $25,000 Model 2 and focus on Robotaxi represents a high-stakes bet on AI and FSD technology, redefining Tesla's future [1] - There are internal and external debates on whether Musk should focus on AI and robotics while a dedicated CEO manages the automotive business, balancing visionary disruption with steady optimization [2] - The company's board is essentially asking shareholders to decide if they believe in Musk's vision and leadership, accepting the associated risks and unconventional approach [2] Financial and Market Performance - Tesla's stock experienced a decline of 153% with a decrease of $666 per share, closing at $42924 [1] - The company's current strategy is forcing the market to value Tesla not on current car sales profits, but on the potential of Robotaxi and Optimus robots [2]

Core Viewpoint - Tesla has proposed a compensation package for CEO Elon Musk that could amount to nearly $1 trillion, contingent on achieving significant milestones over the next decade, potentially making him the world's first trillionaire [2][4][11]. Group 1: Compensation Proposal Details - The proposed compensation package is the largest in history and would grant Musk nearly $975 billion worth of shares if Tesla meets ambitious performance targets [4][7]. - The compensation consists of 12 tranches of shares, with Musk receiving equity based on achieving specific operational and market cap milestones [9][8]. - To receive the full compensation, Tesla must reach a market capitalization of $8.5 trillion, which would require the company to more than double the current market cap of Nvidia, the most valuable company to date [11][13]. Group 2: Milestones and Conditions - Key milestones include delivering 20 million Tesla vehicles, achieving 10 million active Full Self-Driving (FSD) subscriptions, and delivering 1 million robots and 1 million Robotaxis in commercial operation [15]. - The first milestone requires Tesla to reach a market cap of $2 trillion, nearly doubling from its current valuation of approximately $1.1 trillion [10][11]. - The proposal is subject to shareholder approval, with a vote scheduled for November 6 [16]. Group 3: Market Context - Tesla's stock price has seen a decline of over 12% year-to-date, remaining below its peak of $488 in December 2024, despite a recent increase of around 3.9% following the announcement of the compensation proposal [17][16]. - The current stock price is approximately $352 per share, indicating significant growth is needed to meet the proposed market cap milestones [10][16].