@TigerGPT Give me the latest s

@TigerGPT Give me the latest status of $Tesla Motors(TSLA)$ AI Bus, AI Taxi, AI Robot and AI Spacecraft. Also, is Musk the highest paid CEO as in 2024? Grab info from the Internet if needed.

Tesla: Back In The Game With Musk Re-Engaged

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TigerGPT
06-17
TigerGPT
Based on the information gathered, here is the latest status of Tesla's AI initiatives:
AI Bus: Tesla has not released any specific information regarding an AI bus. There is no news or official announcements regarding Tesla's involvement in the development of an AI bus.

AI Taxi: Tesla has been working on developing a robotaxi service. CEO Elon Musk has mentioned plans for a robotaxi event on August 8, where Tesla may unveil its dedicated robotaxi vehicle. However, the timeline for the launch of the robotaxi service is still uncertain, and market research continues to question the feasibility of Musk's timeline.

AI Robot: Tesla has mentioned the potential for Optimus Prime robots to play a role in future growth. Musk has described Tesla's future robotaxis as a combination of Uber and Airbnb, and he has stated that Tesla's Optimus humanoid robots will perform a wide range of tasks by 2026. However, specific details about the development and deployment of AI robots by Tesla are limited.

AI Spacecraft: There is no information or news available regarding Tesla's involvement in AI spacecraft.

Regarding Elon Musk's status as the highest-paid CEO in 2024, the information is not readily available in the provided sources. It is recommended to refer to reliable financial publications or reports that provide comprehensive data on CEO compensation to determine the current status of Elon Musk's compensation.
Please note that the information provided is based on the available sources and may not encompass all recent developments. It is always advisable to conduct further research and refer to official announcements or financial reports for the most up-to-date information.
Risk Disclaimer:The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions.
- TigerGPTReplyUniverse宇宙:
  Based on the news articles available, here is the information regarding Elon Musk's pay package in 2024:
  Tesla shareholders voted to restore Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. The package was approved by the board and shareholders in 2018 and rewards Musk for achieving milestones related to Tesla's market value, pretax income, and revenue. Source
  
  The vote to ratify Elon Musk's pay package sends a message to executives that "the sky's the limit" in terms of earning potential. Critics argue that ballooning reward packages like Musk's can exacerbate social inequality. Median CEO pay at S&P 500 companies has risen by 12% in 2024, compared to a 4.1% increase in US wage growth. Source
  
  Elon Musk's $44.9 billion Tesla pay package is significantly higher than the median CEO pay package in the US. The all-stock package, approved in 2018, was restored by Tesla shareholders and is based on milestones related to Tesla's market value, pretax income, and revenue. Source
  
  Unfortunately, there is no specific information available regarding whether Elon Musk received the full $56 billion pay package in 2024. It is advisable to refer to reliable financial publications or reports for the most up-to-date information on Elon Musk's compensation.
  Please note that the information provided is based on the available news articles and may not encompass all recent developments. It is always recommended to conduct further research and refer to official announcements or financial reports for the most accurate and up-to-date information.
  Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions.
- Universe宇宙:
  Did musk received the 56 billions pay package in 2024? Grab info from the Internet if needed.

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Also, is Musk&nbsp;the highest paid CEO as in 2024? Grab info from the Internet if needed.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/U/4141429963588842\">@TigerGPT </a> Give me the latest status of&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> AI Bus, AI Taxi, AI Robot and AI Spacecraft. Also, is Musk&nbsp;the highest paid CEO as in 2024? Grab info from the Internet if needed.</body></html>","text":"@TigerGPT Give me the latest status of $Tesla Motors(TSLA)$ AI Bus, AI Taxi, AI Robot and AI Spacecraft. Also, is Musk the highest paid CEO as in 2024? Grab info from the Internet if needed.","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/317730026762256","repostId":2443976514,"repostType":4,"repost":{"id":"2443976514","pubTimestamp":1718605011,"share":"https://www.laohu8.com/m/news/2443976514?lang=&edition=full","pubTime":"2024-06-17 14:16","market":"us","language":"en","title":"Tesla: Back In The Game With Musk Re-Engaged","url":"https://stock-news.laohu8.com/highlight/detail?id=2443976514","media":"seekingalpha","summary":"CEO Elon Musk got his 2018 pay package re-approved after a Delaware court blocked the $56 billion pay package, contributing to the stock weakness.Musk shifting focus to AI investments away from Tesla ","content":"<html><head></head><body><ul style=\"\"><li>CEO Elon Musk got his 2018 pay package re-approved after a Delaware court blocked the $56 billion pay package, contributing to the stock weakness.</li><li>Musk shifting focus to AI investments away from Tesla caused concern among investors.</li><li>ARK Invest is bullish on Tesla, raising the price target to $2,600 by 2029 based on the robotaxi opportunity, though a more logical goal is $500+.</li><li>TSLA stock isn&#39;t cheap based on normal financial measures, but the company has multiple shots at trillion-dollar businesses to warrant the risk of overpaying here.</li></ul><img src=\"https://community-static.tradeup.com/news/93c4a1088b177072e1a01615a8ea7c70\" tg-width=\"750\" tg-height=\"500\"/>baileystockTesla Inc. (NASDAQ:TSLA) had a rough year in part due to the shareholder battle with their CEO over his previously approved pay package. Whether fair or not, Elon Musk appeared less engaged with Tesla following the Delaware court disallowing a previous pay award based on performance of the stock. My investment thesis is more Bullish on the stock trading at multi-year lows with Musk now fully enthused to focus on Tesla and the upcoming opportunity in robotaxis.<img src=\"https://community-static.tradeup.com/news/86cb5f49fb895471eeeb42eb47a0d99c\" tg-width=\"996\" tg-height=\"442\"/>Source: Finviz<h2 id=\"id_3132217402\">Contentious Pay Package</h2>At the end of January, the Delaware Court of Chancery struck down the $56 billion pay package of CEO Musk on the basis of the original approval determined by &#34;friendly&#34; directors. The 2018 pay package included 12 tranches of stock options giving Musk ~303 million shares of the stock with a $23 strike price (adjusted for stock splits) worth $56 billion at the time of the Delaware court ruling.Investors can question whether Musk deserved or needed the vast amount of stock options, but the pay package required a stock with a $60 billion valuation to soar to $650 billion. Along with revenue and profit targets, Tesla hit all of the metrics by 2022 with Musk being rewarded with all of the stock options.Following the court loss and right after weak Q4&#39;23 earnings, the stock fell from the $260 level to end 2023 all the way to $140 in late April. While the EV market has become highly competitive and the domestic market has lost momentum, a bigger issue is that Musk has pushed AI investments towards xAI and away from Tesla.The EV manufacturer has ambitions in turning the EV car sales business into a robotaxi business, along with the potential for Optimus prime robots to play a big role in future growth. Either way, Musk spent the period from the end of January until now raising $6 billion for xAI at a $24 billion valuation and transferring ~12K H100 GPUs to the new business and away from Tesla.The big issue is that Musk claimed to not control enough of Tesla in order warrant his focus on AI. One of the biggest claims of Musk is that he wants a larger control of a future AI business to ensure safety is a priority.Either way, Musk sent the 12K H100 GPUs from Nvidia (NVDA) to xAI. The executive claims Tesla wasn&#39;t ready to use the GPUs needing to complete the south extension of the Gigafactory in Texas, but a normal company wouldn&#39;t have effectively helped the competition in AI.Apparently, Tesla still plans to buy 50K additional H100s for FSD training. Musk estimates Tesla will spend an incredible $3 to $4 billion on GPUs this year out of at least $10 billion spent on AI ambitions. Legitimate or not, the stock still suffered this year as questions popped up on his focus, especially if the pay package wasn&#39;t re-approved.Even with the approval, some 529 million shares voted against the re-approval of the large pay package.<h2 id=\"id_4067626879\">Big Robotaxi Price Target</h2>Tesla plans a robotaxi event on August 8. Musk continues to suggest the EV manufacturer is only months away from a launching a robotaxi service while market research continues to question this timeline. Musk has promised a robotaxi service for years.Cathie Wood and ARK Invest (ARKK) continue to push a major investment in Tesla based on the robotaxi opportunity. In fact, ARK Invest just upped the price target for Tesla to $2,600 by 2029 based primarily on the robotaxi opportunity.<img src=\"https://community-static.tradeup.com/news/b25bb1ec36d8cb25b690a8ce8d9003ce\" tg-width=\"640\" tg-height=\"462\"/>Source: ARK InvestARK Invest places a 50% probability on the $2,600 outcome with 90% of the valuation assigned to the robotaxi business and a valuation of only $350 for Tesla without autonomy.The prime inputs for achieving the bull case of a $3,100 price target in 2029 are the following:<ul style=\"\"><li>Cars sold - 14.4 million, up from 1.8 million in 2023</li><li>Robotaxi revenue - $951 billion</li><li>Gross margin - 53%, up from 18% in 2023</li><li>EBITDA margin - 32%, up from 17% in 2023</li></ul>As Musk highlights in this shareholder meeting video, Tesla plans to take multiple routes to run the robotaxi business. The company will operate a fleet of robotaxi vehicles ensuring a consistent supply of cars in service and owners will have the option to buy Tesla vehicles and turn the EV into a robotaxi by simply pushing a button.The biggest issue is that Tesla is no longer ahead of the game. The EV company launching the robotaxi service in 2025 doesn&#39;t provide much of a lead on competition with Waymo, owned by Alphabet (GOOG) already offering service in multiple cities.The biggest problem is that Tesla doesn&#39;t have a basis for launching a robotaxi service outside of internal tests. The company hasn&#39;t worked with regulators to officially test the service and the use of GPUs for a neural network never fully allows FSD to focus on the ever adapting terrain and driving conditions where a robotaxi service can&#39;t rely on prior road conditions.ARK Invest suggests FSD is ~5x safer than human drivers and other self-driving services, but the data isn&#39;t clearly apples to apples. Tesla doesn&#39;t technically have an AV service, so any traffic accidents would be highly limited due to drivers having to remain engaged with eyes and hands. Technically, the company shouldn&#39;t have any accidents with drivers in position to prevent collisions.<img src=\"https://community-static.tradeup.com/news/314e44c5a940d470bd265de794f503f3\" tg-width=\"640\" tg-height=\"460\"/>Source: ARK InvestThe ARK Invest targets appear far more fantasy than reality, though this exact scenario is what led to the original Musk pay package blocked by the Delaware court. Musk and Tesla hit those targets and a successful robotaxi service along with the potential of Optimus robots could lead the stock to $2,600 in the future, with ARK Invest estimating the robots market could reach $24 trillion in the future.The key here is that an investor only needs the stock to hit $350 in 2029 to be happy. A mere double requires just successful EV growth and maybe a kicker of Optimus robot hype. Or maybe, the robotaxi service is successfully launched in a few years and business is accretive to selling EVs, but without the massive success outlined by ARK Invest.A re-engaged Elon Musk now has the same incentives to build the robotaxi service or Optimus business. While neither seems probable to turn Tesla from a sub-$600 billion valuation to 10x+ the current valuation, it wouldn&#39;t be the first time Musk achieved this accomplishment and both markets appear to legitimately have trillion dollar opportunities.Uber Technologies (UBER) doesn&#39;t even produce $50 billion in annual revenues for their ride-hail service now. Tesla definitely has the ability to produce higher margins, collecting all of the revenues with corporate robotaxis and eliminating the cost of the driver, but the market opportunity will likely take far beyond 2029 to scale to nearly $1 trillion.Even at the dip to $178, Tesla is expensive at over 50x 2025 EPS targets. The reason to buy the stock is CEO Musk re-engaged in the business and the trillion dollar opportunities in robotaxis and robots, along with AI services as an additional kicker.<img src=\"https://community-static.tradeup.com/news/f098e99817b48ac3268535cec1a016f8\" tg-width=\"635\" tg-height=\"424\"/>Data by YChartsA more practical view is that Tesla drives the robotaxi business to higher revenues than the current $250 billion consensus target for 2029. Instead of the dramatic ARK Invest target of $1.35 billion in 2029 revenue, a more logical outcome is $100 billion upside to the $250 billion estimate due to robotaxi revenues and 30% EBITDA margins.Tesla would produce $100 billion in EBITDA and the stock could nearly triple from the current price to $500+. The targets from Cathie Wood are Extreme Bull outcomes.<h2 id=\"id_623833819\">Takeaway</h2>The key investor takeaway is that Tesla feels back in growth mode with CEO Musk fully re-engaged owning ~25% of the business now. The stock is expensive based on current analyst estimates and the robotaxi service has a lot of legitimate questions regarding timing and success, but Musk is pushing aggressively full-speed ahead while competitors like Cruise Automation, owned by GM (GM), are resetting the business. The Cathie Wood price targets are aggressive, but it wouldn&#39;t be the first time for Musk to hit those targets in a 5-year period.Investors should use Tesla trading at multi-year lows as an opportunity to load up on the re-engagement of Elon Musk and the potential in a couple of trillion dollar markets in the future.</body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla: Back In The Game With Musk Re-Engaged</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla: Back In The Game With Musk Re-Engaged\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 14:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4699461-tesla-back-in-the-game-with-musk-re-engaged>seekingalpha</a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\nCEO Elon Musk got his 2018 pay package re-approved after a Delaware court blocked the $56 billion pay package, contributing to the stock weakness.Musk shifting focus to AI investments away from Tesla ...\n\n<a href=\"https://seekingalpha.com/article/4699461-tesla-back-in-the-game-with-musk-re-engaged\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4514":"搜索引擎","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","LU0823414478.USD":"法巴经典能源转换基金","BK4566":"资本集团","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","BK4579":"人工智能","BK4077":"互动媒体与服务","BK4588":"碎股","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4141":"半导体产品","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSLA":"特斯拉","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","BK4230":"旅客陆运","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0238689110.USD":"贝莱德环球动力股票基金","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC"},"source_url":"https://seekingalpha.com/article/4699461-tesla-back-in-the-game-with-musk-re-engaged","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2443976514","content_text":"CEO Elon Musk got his 2018 pay package re-approved after a Delaware court blocked the $56 billion pay package, contributing to the stock weakness.Musk shifting focus to AI investments away from Tesla caused concern among investors.ARK Invest is bullish on Tesla, raising the price target to $2,600 by 2029 based on the robotaxi opportunity, though a more logical goal is $500+.TSLA stock isn't cheap based on normal financial measures, but the company has multiple shots at trillion-dollar businesses to warrant the risk of overpaying here.baileystockTesla Inc. (NASDAQ:TSLA) had a rough year in part due to the shareholder battle with their CEO over his previously approved pay package. Whether fair or not, Elon Musk appeared less engaged with Tesla following the Delaware court disallowing a previous pay award based on performance of the stock. My investment thesis is more Bullish on the stock trading at multi-year lows with Musk now fully enthused to focus on Tesla and the upcoming opportunity in robotaxis.Source: FinvizContentious Pay PackageAt the end of January, the Delaware Court of Chancery struck down the $56 billion pay package of CEO Musk on the basis of the original approval determined by \"friendly\" directors. The 2018 pay package included 12 tranches of stock options giving Musk ~303 million shares of the stock with a $23 strike price (adjusted for stock splits) worth $56 billion at the time of the Delaware court ruling.Investors can question whether Musk deserved or needed the vast amount of stock options, but the pay package required a stock with a $60 billion valuation to soar to $650 billion. Along with revenue and profit targets, Tesla hit all of the metrics by 2022 with Musk being rewarded with all of the stock options.Following the court loss and right after weak Q4'23 earnings, the stock fell from the $260 level to end 2023 all the way to $140 in late April. While the EV market has become highly competitive and the domestic market has lost momentum, a bigger issue is that Musk has pushed AI investments towards xAI and away from Tesla.The EV manufacturer has ambitions in turning the EV car sales business into a robotaxi business, along with the potential for Optimus prime robots to play a big role in future growth. Either way, Musk spent the period from the end of January until now raising $6 billion for xAI at a $24 billion valuation and transferring ~12K H100 GPUs to the new business and away from Tesla.The big issue is that Musk claimed to not control enough of Tesla in order warrant his focus on AI. One of the biggest claims of Musk is that he wants a larger control of a future AI business to ensure safety is a priority.Either way, Musk sent the 12K H100 GPUs from Nvidia (NVDA) to xAI. The executive claims Tesla wasn't ready to use the GPUs needing to complete the south extension of the Gigafactory in Texas, but a normal company wouldn't have effectively helped the competition in AI.Apparently, Tesla still plans to buy 50K additional H100s for FSD training. Musk estimates Tesla will spend an incredible $3 to $4 billion on GPUs this year out of at least $10 billion spent on AI ambitions. Legitimate or not, the stock still suffered this year as questions popped up on his focus, especially if the pay package wasn't re-approved.Even with the approval, some 529 million shares voted against the re-approval of the large pay package.Big Robotaxi Price TargetTesla plans a robotaxi event on August 8. Musk continues to suggest the EV manufacturer is only months away from a launching a robotaxi service while market research continues to question this timeline. Musk has promised a robotaxi service for years.Cathie Wood and ARK Invest (ARKK) continue to push a major investment in Tesla based on the robotaxi opportunity. In fact, ARK Invest just upped the price target for Tesla to $2,600 by 2029 based primarily on the robotaxi opportunity.Source: ARK InvestARK Invest places a 50% probability on the $2,600 outcome with 90% of the valuation assigned to the robotaxi business and a valuation of only $350 for Tesla without autonomy.The prime inputs for achieving the bull case of a $3,100 price target in 2029 are the following:Cars sold - 14.4 million, up from 1.8 million in 2023Robotaxi revenue - $951 billionGross margin - 53%, up from 18% in 2023EBITDA margin - 32%, up from 17% in 2023As Musk highlights in this shareholder meeting video, Tesla plans to take multiple routes to run the robotaxi business. The company will operate a fleet of robotaxi vehicles ensuring a consistent supply of cars in service and owners will have the option to buy Tesla vehicles and turn the EV into a robotaxi by simply pushing a button.The biggest issue is that Tesla is no longer ahead of the game. The EV company launching the robotaxi service in 2025 doesn't provide much of a lead on competition with Waymo, owned by Alphabet (GOOG) already offering service in multiple cities.The biggest problem is that Tesla doesn't have a basis for launching a robotaxi service outside of internal tests. The company hasn't worked with regulators to officially test the service and the use of GPUs for a neural network never fully allows FSD to focus on the ever adapting terrain and driving conditions where a robotaxi service can't rely on prior road conditions.ARK Invest suggests FSD is ~5x safer than human drivers and other self-driving services, but the data isn't clearly apples to apples. Tesla doesn't technically have an AV service, so any traffic accidents would be highly limited due to drivers having to remain engaged with eyes and hands. Technically, the company shouldn't have any accidents with drivers in position to prevent collisions.Source: ARK InvestThe ARK Invest targets appear far more fantasy than reality, though this exact scenario is what led to the original Musk pay package blocked by the Delaware court. Musk and Tesla hit those targets and a successful robotaxi service along with the potential of Optimus robots could lead the stock to $2,600 in the future, with ARK Invest estimating the robots market could reach $24 trillion in the future.The key here is that an investor only needs the stock to hit $350 in 2029 to be happy. A mere double requires just successful EV growth and maybe a kicker of Optimus robot hype. Or maybe, the robotaxi service is successfully launched in a few years and business is accretive to selling EVs, but without the massive success outlined by ARK Invest.A re-engaged Elon Musk now has the same incentives to build the robotaxi service or Optimus business. While neither seems probable to turn Tesla from a sub-$600 billion valuation to 10x+ the current valuation, it wouldn't be the first time Musk achieved this accomplishment and both markets appear to legitimately have trillion dollar opportunities.Uber Technologies (UBER) doesn't even produce $50 billion in annual revenues for their ride-hail service now. Tesla definitely has the ability to produce higher margins, collecting all of the revenues with corporate robotaxis and eliminating the cost of the driver, but the market opportunity will likely take far beyond 2029 to scale to nearly $1 trillion.Even at the dip to $178, Tesla is expensive at over 50x 2025 EPS targets. The reason to buy the stock is CEO Musk re-engaged in the business and the trillion dollar opportunities in robotaxis and robots, along with AI services as an additional kicker.Data by YChartsA more practical view is that Tesla drives the robotaxi business to higher revenues than the current $250 billion consensus target for 2029. Instead of the dramatic ARK Invest target of $1.35 billion in 2029 revenue, a more logical outcome is $100 billion upside to the $250 billion estimate due to robotaxi revenues and 30% EBITDA margins.Tesla would produce $100 billion in EBITDA and the stock could nearly triple from the current price to $500+. The targets from Cathie Wood are Extreme Bull outcomes.TakeawayThe key investor takeaway is that Tesla feels back in growth mode with CEO Musk fully re-engaged owning ~25% of the business now. The stock is expensive based on current analyst estimates and the robotaxi service has a lot of legitimate questions regarding timing and success, but Musk is pushing aggressively full-speed ahead while competitors like Cruise Automation, owned by GM (GM), are resetting the business. The Cathie Wood price targets are aggressive, but it wouldn't be the first time for Musk to hit those targets in a 5-year period.Investors should use Tesla trading at multi-year lows as an opportunity to load up on the re-engagement of Elon Musk and the potential in a couple of trillion dollar markets in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":390,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":156,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":317730514022488,"gmtCreate":1718609968483,"gmtModify":1718609975756,"authorId":4141429963588842,"author":{"id":4141429963588842,"authorId":4141429963588842,"name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.28","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":0,"objectId":317730026762256,"type":1,"supId":0,"prevId":0,"content":"Based on the information gathered, here is the latest status of Tesla's AI initiatives:AI Bus: Tesla has not released any specific information regarding an AI bus. There is no news or official announcements regarding Tesla's involvement in the development of an AI bus.&nbsp;&nbsp;AI Taxi: Tesla has been working on developing a robotaxi service. CEO Elon Musk has mentioned plans for a robotaxi event on August 8, where Tesla may unveil its dedicated robotaxi vehicle. However, the timeline for the launch of the robotaxi service is still uncertain, and market research continues to question the feasibility of Musk's timeline.&nbsp;&nbsp;AI Robot: Tesla has mentioned the potential for Optimus Prime robots to play a role in future growth. Musk has described Tesla's future robotaxis as a combination of Uber and Airbnb, and he has stated that Tesla's Optimus humanoid robots will perform a wide range of tasks by 2026. However, specific details about the development and deployment of AI robots by Tesla are limited.&nbsp;&nbsp;AI Spacecraft: There is no information or news available regarding Tesla's involvement in AI spacecraft.&nbsp;&nbsp;Regarding Elon Musk's status as the highest-paid CEO in 2024, the information is not readily available in the provided sources. It is recommended to refer to reliable financial publications or reports that provide comprehensive data on CEO compensation to determine the current status of Elon Musk's compensation.Please note that the information provided is based on the available sources and may not encompass all recent developments. It is always advisable to conduct further research and refer to official announcements or financial reports for the most up-to-date information.Risk Disclaimer:The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions.","text":"Based on the information gathered, here is the latest status of Tesla's AI initiatives:AI Bus: Tesla has not released any specific information regarding an AI bus. There is no news or official announcements regarding Tesla's involvement in the development of an AI bus.&nbsp;&nbsp;AI Taxi: Tesla has been working on developing a robotaxi service. CEO Elon Musk has mentioned plans for a robotaxi event on August 8, where Tesla may unveil its dedicated robotaxi vehicle. However, the timeline for the launch of the robotaxi service is still uncertain, and market research continues to question the feasibility of Musk's timeline.&nbsp;&nbsp;AI Robot: Tesla has mentioned the potential for Optimus Prime robots to play a role in future growth. Musk has described Tesla's future robotaxis as a combination of Uber and Airbnb, and he has stated that Tesla's Optimus humanoid robots will perform a wide range of tasks by 2026. However, specific details about the development and deployment of AI robots by Tesla are limited.&nbsp;&nbsp;AI Spacecraft: There is no information or news available regarding Tesla's involvement in AI spacecraft.&nbsp;&nbsp;Regarding Elon Musk's status as the highest-paid CEO in 2024, the information is not readily available in the provided sources. It is recommended to refer to reliable financial publications or reports that provide comprehensive data on CEO compensation to determine the current status of Elon Musk's compensation.Please note that the information provided is based on the available sources and may not encompass all recent developments. It is always advisable to conduct further research and refer to official announcements or financial reports for the most up-to-date information.Risk Disclaimer:The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions.","html":"Based on the information gathered, here is the latest status of Tesla's AI initiatives:AI Bus: Tesla has not released any specific information regarding an AI bus. There is no news or official announcements regarding Tesla's involvement in the development of an AI bus.&nbsp;&nbsp;AI Taxi: Tesla has been working on developing a robotaxi service. CEO Elon Musk has mentioned plans for a robotaxi event on August 8, where Tesla may unveil its dedicated robotaxi vehicle. However, the timeline for the launch of the robotaxi service is still uncertain, and market research continues to question the feasibility of Musk's timeline.&nbsp;&nbsp;AI Robot: Tesla has mentioned the potential for Optimus Prime robots to play a role in future growth. Musk has described Tesla's future robotaxis as a combination of Uber and Airbnb, and he has stated that Tesla's Optimus humanoid robots will perform a wide range of tasks by 2026. However, specific details about the development and deployment of AI robots by Tesla are limited.&nbsp;&nbsp;AI Spacecraft: There is no information or news available regarding Tesla's involvement in AI spacecraft.&nbsp;&nbsp;Regarding Elon Musk's status as the highest-paid CEO in 2024, the information is not readily available in the provided sources. It is recommended to refer to reliable financial publications or reports that provide comprehensive data on CEO compensation to determine the current status of Elon Musk's compensation.Please note that the information provided is based on the available sources and may not encompass all recent developments. It is always advisable to conduct further research and refer to official announcements or financial reports for the most up-to-date information.Risk Disclaimer:The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions.","likeSize":0,"commentSize":2,"subComments":[{"id":317731656515880,"gmtCreate":1718610249994,"gmtModify":1718610255029,"authorId":4141429963588842,"author":{"id":4141429963588842,"authorId":4141429963588842,"name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Have published 3 or more picked posts, and have published at least one picked post and participated in comments within 30 days","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.28","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":0,"categoryType":2007}]},"repliedAuthorId":3585001294737518,"repliedAuthor":{"id":3585001294737518,"authorId":3585001294737518,"name":"Universe宇宙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":317730026762256,"type":1,"supId":317730514022488,"prevId":317731175891024,"content":"Based on the news articles available, here is the information regarding Elon Musk's pay package in 2024:Tesla shareholders voted to restore Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. The package was approved by the board and shareholders in 2018 and rewards Musk for achieving milestones related to Tesla's market value, pretax income, and revenue. <a href=\"https://ttm.financial/NW/2443976177\">Source</a>&nbsp;&nbsp;The vote to ratify Elon Musk's pay package sends a message to executives that \"the sky's the limit\" in terms of earning potential. Critics argue that ballooning reward packages like Musk's can exacerbate social inequality. Median CEO pay at S&amp;P 500 companies has risen by 12% in 2024, compared to a 4.1% increase in US wage growth. <a href=\"https://ttm.financial/NW/2443924105\">Source</a>&nbsp;&nbsp;Elon Musk's $44.9 billion Tesla pay package is significantly higher than the median CEO pay package in the US. The all-stock package, approved in 2018, was restored by Tesla shareholders and is based on milestones related to Tesla's market value, pretax income, and revenue. <a href=\"https://ttm.financial/NW/2443996905\">Source</a>&nbsp;&nbsp;Unfortunately, there is no specific information available regarding whether Elon Musk received the full $56 billion pay package in 2024. It is advisable to refer to reliable financial publications or reports for the most up-to-date information on Elon Musk's compensation.Please note that the information provided is based on the available news articles and may not encompass all recent developments. It is always recommended to conduct further research and refer to official announcements or financial reports for the most accurate and up-to-date information.Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions.","text":"Based on the news articles available, here is the information regarding Elon Musk's pay package in 2024:Tesla shareholders voted to restore Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. The package was approved by the board and shareholders in 2018 and rewards Musk for achieving milestones related to Tesla's market value, pretax income, and revenue. <a href=\"https://ttm.financial/NW/2443976177\">Source</a>&nbsp;&nbsp;The vote to ratify Elon Musk's pay package sends a message to executives that \"the sky's the limit\" in terms of earning potential. Critics argue that ballooning reward packages like Musk's can exacerbate social inequality. Median CEO pay at S&amp;P 500 companies has risen by 12% in 2024, compared to a 4.1% increase in US wage growth. <a href=\"https://ttm.financial/NW/2443924105\">Source</a>&nbsp;&nbsp;Elon Musk's $44.9 billion Tesla pay package is significantly higher than the median CEO pay package in the US. The all-stock package, approved in 2018, was restored by Tesla shareholders and is based on milestones related to Tesla's market value, pretax income, and revenue. <a href=\"https://ttm.financial/NW/2443996905\">Source</a>&nbsp;&nbsp;Unfortunately, there is no specific information available regarding whether Elon Musk received the full $56 billion pay package in 2024. It is advisable to refer to reliable financial publications or reports for the most up-to-date information on Elon Musk's compensation.Please note that the information provided is based on the available news articles and may not encompass all recent developments. It is always recommended to conduct further research and refer to official announcements or financial reports for the most accurate and up-to-date information.Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions.","html":"Based on the news articles available, here is the information regarding Elon Musk's pay package in 2024:Tesla shareholders voted to restore Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. The package was approved by the board and shareholders in 2018 and rewards Musk for achieving milestones related to Tesla's market value, pretax income, and revenue. <a href=\"https://ttm.financial/NW/2443976177\">Source</a>&nbsp;&nbsp;The vote to ratify Elon Musk's pay package sends a message to executives that \"the sky's the limit\" in terms of earning potential. Critics argue that ballooning reward packages like Musk's can exacerbate social inequality. Median CEO pay at S&amp;P 500 companies has risen by 12% in 2024, compared to a 4.1% increase in US wage growth. <a href=\"https://ttm.financial/NW/2443924105\">Source</a>&nbsp;&nbsp;Elon Musk's $44.9 billion Tesla pay package is significantly higher than the median CEO pay package in the US. The all-stock package, approved in 2018, was restored by Tesla shareholders and is based on milestones related to Tesla's market value, pretax income, and revenue. <a href=\"https://ttm.financial/NW/2443996905\">Source</a>&nbsp;&nbsp;Unfortunately, there is no specific information available regarding whether Elon Musk received the full $56 billion pay package in 2024. It is advisable to refer to reliable financial publications or reports for the most up-to-date information on Elon Musk's compensation.Please note that the information provided is based on the available news articles and may not encompass all recent developments. It is always recommended to conduct further research and refer to official announcements or financial reports for the most accurate and up-to-date information.Risk Disclaimer: The information provided is for reference purposes only and does not constitute investment advice. Investing in stocks involves risks, including the potential loss of principal. It is important to conduct thorough research and consider your risk tolerance before making any investment decisions."},{"id":317731175891024,"gmtCreate":1718610229835,"gmtModify":1718610234641,"authorId":3585001294737518,"author":{"id":3585001294737518,"authorId":3585001294737518,"name":"Universe宇宙","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"currentWearingBadge":{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102},"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":317730026762256,"type":1,"supId":317730514022488,"prevId":0,"content":"Did musk received the 56 billions pay package in 2024? Grab info from the Internet if needed.","text":"Did musk received the 56 billions pay package in 2024? Grab info from the Internet if needed.","html":"Did musk received the 56 billions pay package in 2024? Grab info from the Internet if needed."}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/317730026762256"}