Physical AI/Autonomy
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特斯拉 - 年度股东大会后:Text & Drive、xAI、Tera-Fab、人工智能卫星、每 10 秒一辆 Cybercab
2025-11-11 02:47
November 10, 2025 11:00 AM GMT Tesla Inc | North America Post AGM: Text & Drive, xAI, Tera-Fab, AI Sats, 1 Cybercab ever 10 Seconds? More than 75% of shareholders voted to approve Elon's $1tn long-term compensation package. While this was the most important takeaway - it is also the least surprising. We focus on a few other potentially overlooked items that will matter to the share price over the next 6 to 12 months. Exhibit 1: The 'Muskonomy' Source: Company Websites, Morgan Stanley Research | M November 1 ...