Limitless Podcast Elon’s $1 Trillion Tesla Plan (And How Shareholders Get Rich)
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Nov 13, 2025 Elon Musk is on track to become the world’s first trillionaire, and Tesla's latest compensation plan is a major factor. The hosts break down ambitious goals, like producing 20 million cars and 1 million humanoid robots. They dive into the future of robo-taxis and the innovative AI chips that could make Tesla a key player in the tech landscape. The discussion challenges the concept of trillionaires while exploring how shareholders might benefit. It's a thrilling ride through the future of technology and wealth!
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Milestone-Driven Trillion Dollar Plan
- Tesla's compensation plan awards equity only if massive operational and market milestones are met.
- Each tranche roughly equals 1% equity and links product delivery with valuation to align shareholder upside.
Implied Returns If Milestones Succeed
- Hitting the $8.5T target implies a ~460% stock increase and ~45% annualized return over 7–10 years.
- That makes Tesla a high-return but high-assumption investment if you believe in the roadmap.
Firsthand RoboTaxi Impressions
- Ejaz compares limited exposure to autonomous vehicles and praises Waymo while noting Tesla's wider operating area in Texas.
- They use riders' low-cost trips as evidence that robotaxis already undercut current ride prices drastically.