The Information's TITV Elon Musk’s $1 Trillion Tesla Pay Package, AI for Mining, Affirm’s Q1 Earnings | Nov 7, 2025
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Nov 7, 2025 Ross Gerber, CEO of Gerber Kawasaki and Tesla investor, shares insights on Elon Musk's controversial $1 trillion pay package and the expectations riding on Musk for Tesla's stock. Rob O'Hare, CFO of Affirm, reveals the company's impressive 42% GMV growth while emphasizing their commitment to direct-to-consumer products and AI in lending. John Mern, CEO of Terra AI, discusses how AI is revolutionizing mineral discovery, faced with industry challenges. Natasha Mascarenhas analyzes the shifting landscape of venture capital and the emerging competition for Series A funding amid increased investor activity.
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Elon Hope Floats Tesla's Valuation
- Tesla's share price includes a large "Elon hope" premium that far exceeds core-business valuation.
- Ross Gerber says most downside risk falls on shareholders while much upside concentrates with Musk.
Vote With Your Dollars
- If you dislike Tesla's direction, Ross Gerber advises selling shares because liquidity exists and you can capture a premium.
- He recommends voting with your dollars rather than hoping corporate governance will change outcomes.
Betting On Visionary Founders
- Ross Gerber recounts betting on "crazy" founders and early bitcoin as a strategy that paid off.
- He keeps some Tesla stock despite skepticism because betting on visionary founders has historically worked for him.