Elon Musk Podcast Tesla’s $1 Trillion Question
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Oct 31, 2025 Will Tesla shareholders agree to a staggering $1 trillion performance award for Elon Musk? The discussion revolves around the complex structure of the award linked to ambitious milestones in autonomy and robotics. Critics raise concerns about governance and the risks of Musk's potential departure affecting stock prices. The debate intensifies over the concentration of power versus Musk's visionary leadership. What happens if the vote fails, and who might take the reins next? Explore the implications of this pivotal moment for Tesla's future.
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Pay Tied To Ambitious Market And Autonomy Goals
- Tesla's $1 trillion award ties 12 option tranches to aggressive market and autonomy milestones.
- The board frames it as retention-based pay-for-performance to keep Musk focused on long-term AI and robotics goals.
Institutions Question Size And Governance
- Major institutional investors and advisors voiced opposition over size, concentration of power, and governance concerns.
- CalPERS and ISS recommended voting against the plan, citing scale and board independence issues.
Host's Personal Story About Valuing Work
- The host shares a personal story about undervaluing their services as a coder early in their career.
- They used it to illustrate knowing your value when negotiating compensation or retention packages.