Win and take it all or lose for nothing? Can Musk make it right again?
$Tesla Motors(TSLA)$ shareholder meeting vote is set to begin today, and the market widely expects Musk’s compensation package to pass.
Tesla investors now face an unprecedented decision — one that could redefine the rules of executive pay and corporate governance.
Win, and Musk takes it all. Lose, and it’s all for nothing.
This isn’t Musk’s first all-in gamble.
His pay-for-performance plans date back to 2012, when Tesla’s market cap was just $3.2 billion.
At the time, management set 10 performance milestones — the toughest being a $43.2 billion valuation target. That meant Tesla would need to grow more than tenfold. In addition to valuation goals, operational milestones were also set, such as reaching 300,000 vehicles in cumulative production.
Musk not only met but beat those goals years ahead of schedule, hitting the market cap target in just five years.
Then in 2018, Tesla approved another record-breaking $50 billion compensation plan for Musk — when the company itself was worth just about $50 billion. Once again, Musk unlocked every single milestone.
Now comes yet another trillion-dollar pay package, spanning the next decade, with new challenges stacked high:
Musk must remain at Tesla for at least 7.5 years.
He must also provide a succession plan for his long-term CEO role.
Tesla’s market cap must surge from its current $1 trillion to $8.5 trillion — nearly twice the size of $NVIDIA(NVDA)$’s current market value.
With Tesla’s valuation at only $1.4 trillion, Musk’s proposed $1 trillion compensation has sparked debate.
Is Musk truly the once-in-a-generation genius who can crush all targets again?
And will this ambitious pay plan motivate him to multiply Tesla’s market cap several times over once more?
$XPeng Inc.(XPEV)$’s newly unveiled robot has sparked huge controversy, while $Uber(UBER)$ says autonomous driving is unlikely to be profitable anytime soon.
So for Tesla — is it now facing more challenges or more opportunities?
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虽然对治理和薪酬公平的担忧是有道理的，但马斯克的结果不言自明。他的奖励一直与业绩挂钩，创造了巨大的股东价值。凭借他的长期承诺和继任计划，他的利益与像我这样的投资者完全一致。
特斯拉在自动驾驶方面面临着激烈的竞争和不确定性，但这也是其最大的机会所在。从人工智能到能源和机器人，特斯拉继续引领创新。我认为这次投票是特斯拉迈向下一阶段增长的决定性一步。
@Tiger_comments @TigerStars
Despite opposition from Tesla's critics, Elon Musk' s loyal investor base and Tesla Board remain firmly behind him.
Tesla is facing slowing EV sales, intensifying competition and regulatory headwinds. Its US market share is down to below 50% and production is down too.
But Tesla holds an unmatched brand power, a loyal fanbase and an ingenious CEO in Elon Musk.
So is Tesla facing more challenges or opportunities?
It is facing both but the emotional weight leans toward challenge.
History is in the making today. A Yes vote affirms that Tesla isn't just a car company. It is a belief in Elon Musk who is a visionary and will take Tesla to the stars and beyond.
@Tiger_comments @TigerStars @TigerClub @CaptainTiger
While Musk has demonstrated remarkable innovation, sustaining such success amid growing competition in the EV market remains uncertain
The pay plan incentivizes Musk to drive higher EV valuations, but the immense pressure could backfire if growth slows or his attention is divided among other ventures
Tesla Motors (TSLA) has significant opportunities in EV adoption, energy solutions, and autonomous driving, but it faces challenges from rising competition, production bottlenecks, and increasing regulatory scrutiny
Tesla is at a crossroads, balancing major opportunities and risks, which will largely depend on Musk’s ability to sustain innovation and navigate growing pressures
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@Huat99
@Snowwhite
That has to be his motivation of constantly resorting to iffy, if not illegal, methods to gain more influence.
Things like... sidling up to trump to get him elected, dumping ridiculous amounts of money (from the perspective of us peasants) to the campaign and employing seemingly illegal methods to get his man into the white house. Then running a DOGE for the US president, to harvest data in the name of "slashing government spending".
Tesla did not fully capitalise on their strengths as their early dominant force. I honestly believe that it was wiser to have doubled down on expanding their chargers to have it be all over the world, and not be exclusive for their own brand's customers...
Instead he's likely going to resort to more sneaky and underhanded moves in hopes that it will get him the next pay package.
Check them in the history - “community distribution“
As an investor, if the CEO tie himself to such a great expectation, why not [Happy]