此次批准被视为股东对马斯克领导力的关键认可，旨在确保他在特斯拉迈向人工智能和机器人领域的"关键拐点"上保持专注。此前，马斯克在特斯拉之 外的活动，包括其政治言论，曾对特斯拉品牌造成了负面影响。如今，这份天价薪酬计划将他的个人利益与特斯拉的未来增长更紧密地捆绑在一起。 马斯克在会上宣布，特斯拉将开启"一本全新的书"，其使命也从"加速世界向可持续能源的过渡"转变为"实现可持续的富足"。他描绘了由Optimus人形机 器人、Cybercab自动驾驶汽车以及通过软件升级实现的庞大自动驾驶车队构成的未来蓝图，将公司的赌注从电动汽车毅然转向了人工智能与机器人。 特斯拉股东批准了一项史无前例的薪酬方案，该薪酬方案将分12批次发放，要求马斯克将特斯拉估值以每次5000亿美元的幅度增长，并达到特定运营目 标，例如交付特斯拉第2000万辆汽车。每完成一个步骤——一个运营目标加一个估值里程碑——将授予马斯克 1%的股票。如果所有12个批次的目标全 部实现，他将获得公司约12%的股份，价值约1万亿美元。 特斯拉股东批准了一项史无前例的薪酬方案，该方案将首席执行官马斯克与公司的未来十年深度绑定。这笔交易若能完全实现，马斯克价值可能高达 ...

Core Insights - Tesla shareholders approved an unprecedented compensation plan for CEO Elon Musk, potentially valuing him at nearly $1 trillion, marking the largest executive compensation plan in business history and a significant bet on Tesla's transformation into an AI and robotics giant [2][4][13] Compensation Plan Details - The compensation plan received over 75% support at Tesla's annual shareholder meeting, indicating strong shareholder trust in Musk's leadership, especially after previous opposition from notable investors and advisory firms [2][5] - The plan is structured to unlock 1% of Tesla's stock for Musk upon achieving specific operational and market valuation milestones, with a total of 12 milestones set [6][7] - If all milestones are met, Musk could receive approximately 12% of Tesla's shares, potentially worth around $1 trillion, although the net potential payout is estimated at $878 billion due to an offset based on the stock's value at the time of the plan's announcement [8][7] Strategic Shift - Musk announced a shift in Tesla's mission from "accelerating the world's transition to sustainable energy" to "achieving sustainable abundance," emphasizing a future focused on AI and robotics, including humanoid robots and autonomous vehicles [3][13] - The ambitious operational goals include delivering the 20 millionth Tesla vehicle, operating 1 million robot taxis, and achieving $400 billion in core profits [11] Controversies and Criticism - The scale of the compensation plan has drawn criticism, with concerns about excessive executive pay and the board's discretion in awarding shares regardless of milestone achievement [5][9] - Critics argue that the plan could inflate Musk's net worth significantly, potentially nearing Tesla's current market value of approximately $1.5 trillion [9] Future Prospects - The approval of the compensation plan clears the way for Musk to pursue his vision of making Tesla a leader in AI and robotics, with plans for a vast number of humanoid robots across various sectors [13] - Shareholders also voted to support Tesla's investment in Musk's AI startup, xAI, which is seen as beneficial for both companies, given Tesla's reliance on AI for its autonomous driving ambitions [13]