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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Tesla's Fate Tied To Autonomy Execution
- Tesla's future hinges on software: full self-driving and RoboCab viability more than hardware alone.
- Gerber warns next year is a "come to Jesus" moment for Tesla's autonomy roadmap and execution.
Affirm Scales Through Direct-To-Consumer Card
- Affirm's GMV growth is broad-based and driven heavily by its direct-to-consumer card product.
- CFO Rob O'Hare highlights in-store adoption and a doubling in card usage as key growth drivers.
Win Customers With Transparent Financing
- Emphasize transparency and consumer control when competing with legacy credit cards.
- Rob O'Hare recommends removing late fees and preventing revolvable balances to win consumer trust.