The Peak Daily Time to pay up đź’¸- Tesla shareholders vote on Musk pay package, Investors float AI bubble concerns.
Nov 6, 2025
Tesla shareholders are set to vote on a staggering pay package for Elon Musk that could exceed $1 trillion. Meanwhile, concerns about an AI bubble are mounting, with some financial advisors even distributing Nvidia-branded bubble guns. The discussion also highlights investor Michael Burry's significant bets against AI leaders like Palantir and NVIDIA. Additionally, the hosts touch on major corporate deals, including acquisitions by Kimberly-Clark and Amazon, along with MDA Space's exciting investment in Canadian satellite technology.
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Musk's Mega Pay Package And Risk To Tesla
- Tesla's proposed pay package could boost Elon Musk's stake from ~15% to ~25% over 10 years if targets are met.
- The board warns a failed vote might prompt Musk to step down, risking a severe share-price collapse.
Shareholders Push Back On Governance
- Some major investors like Norway's sovereign wealth fund and CalPERS plan to vote against the package on governance grounds.
- For many shareholders the vote is a referendum on Musk's leadership and governance standards at Tesla.
Stretch Targets Behind The Pay Plan
- The package ties payouts to lofty targets including an $8.5 trillion market cap and selling 1 million Optimus robots.
- Some targets are currently unrealistic, given Tesla hasn't sold any Optimus units yet.
