Elon Musk Podcast Tesla’s $1 Trillion Question
9 snips
Oct 28, 2025 Tesla's board proposes a potential $1 trillion performance award for Elon Musk, creating a high-stakes moment for shareholders. The vote links Musk's pay to future advancements in autonomy and robotics. Tensions rise as proxy advisors and institutional investors push back against the plan, citing concerns about governance and concentrated power. Legal challenges also loom after Delaware's previous ruling on Musk's compensation. As the vote approaches, the dynamics surrounding Tesla's future and Musk's leadership come into sharp focus.
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Pay Tied To Autonomy And Robotics
- Tesla's board links the huge pay package to long-term execution on autonomy and robotics.
- The award is structured as contingent equity over ~7.5 years tied to aggressive milestones.
Huge Headline Number, Contingent Payouts
- The plan would reach nearly $1 trillion only if Tesla clears a ladder of aggressive milestones.
- The structure links rewards to market-cap and operational targets rather than salary or cash bonuses.
Control Dynamics Could Shift
- Musk currently owns about 15% which gives heavy influence but not absolute control.
- The grant would push control further toward him if milestones are met, changing governance dynamics.