Tesla needs a new board

2025-09-05

Tesla Board Recommends Record $1 Trillion Package for Musk

1 Trln Pay Package Approved! Tesla Sell the News: Hold for Long Term?

On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package. Under the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion. Can Musk realistically hit these ambitious milestones in the next decade? Will this massive pay package truly align Tesla’s growth with shareholder interests After the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?

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Comments

a4xrbj1
2025-09-06
a4xrbj1
人们只能希望先锋集团和其他大股东能够制止这种胡说八道。他们已经沉默太久了，我同意特斯拉需要一个让首席执行官负责且独立的董事会。我建议每个董事会成员每年只能得到1美元

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Tesla Sell the News: Hold for Long Term?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c1986e5084bf4ec897ec09b8cc2dce25}&rnconfig={\"headerBarHidden\": true}","description":"On November 6, more than 75% of shareholders voted in favor of Tesla CEO Elon Musk’s new compensation package.\nUnder the plan, if Musk meets a series of milestones over the next ten years, he will gradually receive about 423.7 million restricted stock units (RSUs) — up to USD 1 trillion.\nCan Musk realistically hit these ambitious milestones in the next decade?\nWill this massive pay package truly align Tesla’s growth with shareholder interests\nAfter the approval, is Tesla a “sell the news” trade — or a long-term conviction hold?","image":"https://community-static.tradeup.com/news/706410be6256c41e601bcb73757cf697"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Tesla needs a new board</body></html>","htmlText":"<html><head></head><body>Tesla needs a new board</body></html>","text":"Tesla needs a new board","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/475353736097800","repostId":2565855090,"repostType":2,"repost":{"id":"2565855090","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1757080053,"share":"https://ttm.financial/m/news/2565855090?lang=en_US&edition=fundamental","pubTime":"2025-09-05 21:47","market":"fut","language":"en","title":"Tesla Board Recommends Record $1 Trillion Package for Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2565855090","media":"Reuters","summary":"INSTANT VIEW-Tesla board recommends record $1 trillion package for MuskAdds more comments Sept 5 (Reuters) - Tesla's TSLA.O board has proposed an unprecedented $1 trillion compensation plan for CEO...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &#39;s board has proposed an unprecedented $1 trillion compensation plan for CEO Elon Musk, putting the spotlight on Musk&#39;s hold on the electric-vehicle maker as it looks to pivot into robotaxis and humanoid robots.</p><p>U.S.-listed shares of the company rose 5% in Friday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e732e324499c556282df3d029e120ba\" tg-width=\"472\" tg-height=\"407\"/></p><p>The proposed plan requires boosting Tesla&#39;s valuation nearly eightfold, or about $7.5 trillion, over the next decade, and if fully earned, the award would materially increase Musk&#39;s voting power from his roughly 13% stake, intensifying debate over governance and succession.</p><p>It also highlights Tesla&#39;s reliance on Musk as it faces slowing EV demand, rising competition from Chinese car makers and pressure to deliver on its AI ambitions.</p><h2 id=\"id_2387986575\">COMMENTS:</h2><h3 id=\"id_1419148529\">DAVID WAGNER, HEAD OF EQUITY &amp; PORTFOLIO MANAGER AT APTUS CAPITAL ADVISORS</h3><p>&#34;Shareholders and market participants may not always love what Elon does, but these award packages continue to show that Tesla believes that he is the key man on innovation and the biggest threat to the company is Elon leaving. &#34;</p><h3 id=\"id_4210326250\">BRIAN MULBERRY, SENIOR CLIENT PORTFOLIO MANAGER AT ZACKS INVESTMENT MANAGEMENT</h3><p>&#34;The metrics are eye-popping to say the least! Growing the valuation of the company to over $8 trillion in market cap, that would be 8 times the current value, in order to do that there needs to be substantial growth and continued profit margin expansion. Also, manufacturing targets and time horizons are built in as well.</p><p>&#34;Bottom line, if all 12 award tranches are met, the compensation would reflect roughly 10% of the growth targets - that seems reasonable. It&#39;s the fact that we have never seen any earn a $1 trillion before that is causing markets to pay attention.&#34;</p><h3 id=\"id_4120297496\">ADAM SARHAN, CHIEF EXECUTIVE OF 50 PARK INVESTMENTS IN NEW YORK</h3><p>&#34;While bold compensation tied to performance is nothing new, the sheer scale here sets a new bar for CEO incentives and will dominate boardroom debates everywhere. There is significant legal and governance precedent to consider, given past scrutiny of Musk&#39;s pay (including a court voiding his prior $56 billion package), so shareholder approval and future litigation risk remain factors.</p><p>&#34;If Musk can deliver results in line with these targets, the package could spark a new era in executive compensation, but if not, it could invite criticism about governance and pay equity.&#34;</p><h3 id=\"id_3753802\">DAN COATSWORTH, INVESTMENT ANALYST AT AJ BELL</h3><p>&#34;One minute Tesla&#39;s board is wondering if Elon Musk is a liability to the company given his outspoken views and political distractions, the next they&#39;re effectively saying &#39;pick a number, any number&#39; to lock him in for as long as possible.&#34;</p><p>&#34;A $1 trillion pay package beggars belief. Is one person worth that much? Musk is a visionary, has endless energy, and the confidence to succeed – all qualities required in leadership. But he also presides over a company that has lost its edge, is being overtaken by rivals, and whose brand has been tarnished by Musk&#39;s actions outside of Tesla. Surely Musk should be fighting for his job, not Tesla&#39;s board fighting to keep him?</p><p>&#34;The bigger question is whether this proposal sets a new precedent and boardrooms across America will think it&#39;s ok to add a zero or two onto the end of current remuneration packages. It all seems a tad excessive and a symptom of poor corporate governance.&#34;</p><h3 id=\"id_3732697710\">XU JIANG, PROFESSOR OF BUSINESS ADMINISTRATION AT DUKE UNIVERSITY&#39;S FUQUA SCHOOL OF BUSINESS</h3><p>&#34;While Tesla does require CEO to think big and take high-risk decisions that may not immediately bear fruit but would generate long-term value, Tesla is not the only company that requires this: pretty much every company in Magnificent Seven is of this nature, as well as some other famed startups such as OpenAI and Anthropic, so I am not sure Tesla needs to offer compensation packages that are that different from others (I get the logic that the package may be different for traditional industrial companies, though).&#34;</p><h3 id=\"id_3466765471\">PETER ANDERSEN, FOUNDER, ANDERSEN CAPITAL MANAGEMENT, BOSTON</h3><p>&#34;Investors were on the sidelines waiting for something like that to get resolved.&#34;</p><p>&#34;Long-term compensation for a founder like that is extremely important ... that usually polarizes most people because some think that it is too much and is not rational while others think that it&#39;s formulaic and a founder for such a large company deserves that kind of compensation.&#34;</p><p>&#34;Would this kind of compensation increase his focus on running a singular company like Tesla because that&#39;s usually what the compensation is designed to do? ... Mr. Musk has shown a troubling history of being easily distracted into other paths that don&#39;t necessarily directly benefit a company like Tesla.&#34;</p><h3 id=\"id_175312821\">ANN LIPTON, PROFESSOR AT UNIVERSITY OF COLORADO LAW SCHOOL, EXPERT IN CORPORATE GOVERNANCE AND CORPORATE LITIGATION</h3><p>&#34;Texas allowed Tesla to amend its bylaws to block shareholder lawsuits by anyone who holds less than 3% of the company. Therefore, there will be no shareholder lawsuit, and no scrutiny along those lines. &#34;</p><p>&#34;Notably, the Comptroller of the State of New York and the City of New York have included a shareholder proposal in the proxy materials to repeal that bylaw.&#34;</p><h3 id=\"id_775091759\">ART HOGAN, CHIEF MARKET STRATEGIST AT B RILEY WEALTH IN NEW YORK</h3><p>&#34;The shareholder base of Tesla has long been an Elon Musk fan group to the extent that anything that impaired Elon Musk from being driven to make Tesla better would be disappointing to shareholders.&#34;</p><p>&#34;Elon Musk&#39;s pay package has been an issue for, you know, over a year now and you know, putting that in the rear view mirror is obviously going to be a positive.&#34;</p></body></html>","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 Board Recommends Record $1 Trillion Package for Musk</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 Board Recommends Record $1 Trillion Package for Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-09-05 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> &#39;s board has proposed an unprecedented $1 trillion compensation plan for CEO Elon Musk, putting the spotlight on Musk&#39;s hold on the electric-vehicle maker as it looks to pivot into robotaxis and humanoid robots.</p><p>U.S.-listed shares of the company rose 5% in Friday trading.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6e732e324499c556282df3d029e120ba\" tg-width=\"472\" tg-height=\"407\"/></p><p>The proposed plan requires boosting Tesla&#39;s valuation nearly eightfold, or about $7.5 trillion, over the next decade, and if fully earned, the award would materially increase Musk&#39;s voting power from his roughly 13% stake, intensifying debate over governance and succession.</p><p>It also highlights Tesla&#39;s reliance on Musk as it faces slowing EV demand, rising competition from Chinese car makers and pressure to deliver on its AI ambitions.</p><h2 id=\"id_2387986575\">COMMENTS:</h2><h3 id=\"id_1419148529\">DAVID WAGNER, HEAD OF EQUITY &amp; PORTFOLIO MANAGER AT APTUS CAPITAL ADVISORS</h3><p>&#34;Shareholders and market participants may not always love what Elon does, but these award packages continue to show that Tesla believes that he is the key man on innovation and the biggest threat to the company is Elon leaving. &#34;</p><h3 id=\"id_4210326250\">BRIAN MULBERRY, SENIOR CLIENT PORTFOLIO MANAGER AT ZACKS INVESTMENT MANAGEMENT</h3><p>&#34;The metrics are eye-popping to say the least! Growing the valuation of the company to over $8 trillion in market cap, that would be 8 times the current value, in order to do that there needs to be substantial growth and continued profit margin expansion. Also, manufacturing targets and time horizons are built in as well.</p><p>&#34;Bottom line, if all 12 award tranches are met, the compensation would reflect roughly 10% of the growth targets - that seems reasonable. It&#39;s the fact that we have never seen any earn a $1 trillion before that is causing markets to pay attention.&#34;</p><h3 id=\"id_4120297496\">ADAM SARHAN, CHIEF EXECUTIVE OF 50 PARK INVESTMENTS IN NEW YORK</h3><p>&#34;While bold compensation tied to performance is nothing new, the sheer scale here sets a new bar for CEO incentives and will dominate boardroom debates everywhere. There is significant legal and governance precedent to consider, given past scrutiny of Musk&#39;s pay (including a court voiding his prior $56 billion package), so shareholder approval and future litigation risk remain factors.</p><p>&#34;If Musk can deliver results in line with these targets, the package could spark a new era in executive compensation, but if not, it could invite criticism about governance and pay equity.&#34;</p><h3 id=\"id_3753802\">DAN COATSWORTH, INVESTMENT ANALYST AT AJ BELL</h3><p>&#34;One minute Tesla&#39;s board is wondering if Elon Musk is a liability to the company given his outspoken views and political distractions, the next they&#39;re effectively saying &#39;pick a number, any number&#39; to lock him in for as long as possible.&#34;</p><p>&#34;A $1 trillion pay package beggars belief. Is one person worth that much? Musk is a visionary, has endless energy, and the confidence to succeed – all qualities required in leadership. But he also presides over a company that has lost its edge, is being overtaken by rivals, and whose brand has been tarnished by Musk&#39;s actions outside of Tesla. Surely Musk should be fighting for his job, not Tesla&#39;s board fighting to keep him?</p><p>&#34;The bigger question is whether this proposal sets a new precedent and boardrooms across America will think it&#39;s ok to add a zero or two onto the end of current remuneration packages. It all seems a tad excessive and a symptom of poor corporate governance.&#34;</p><h3 id=\"id_3732697710\">XU JIANG, PROFESSOR OF BUSINESS ADMINISTRATION AT DUKE UNIVERSITY&#39;S FUQUA SCHOOL OF BUSINESS</h3><p>&#34;While Tesla does require CEO to think big and take high-risk decisions that may not immediately bear fruit but would generate long-term value, Tesla is not the only company that requires this: pretty much every company in Magnificent Seven is of this nature, as well as some other famed startups such as OpenAI and Anthropic, so I am not sure Tesla needs to offer compensation packages that are that different from others (I get the logic that the package may be different for traditional industrial companies, though).&#34;</p><h3 id=\"id_3466765471\">PETER ANDERSEN, FOUNDER, ANDERSEN CAPITAL MANAGEMENT, BOSTON</h3><p>&#34;Investors were on the sidelines waiting for something like that to get resolved.&#34;</p><p>&#34;Long-term compensation for a founder like that is extremely important ... that usually polarizes most people because some think that it is too much and is not rational while others think that it&#39;s formulaic and a founder for such a large company deserves that kind of compensation.&#34;</p><p>&#34;Would this kind of compensation increase his focus on running a singular company like Tesla because that&#39;s usually what the compensation is designed to do? ... Mr. Musk has shown a troubling history of being easily distracted into other paths that don&#39;t necessarily directly benefit a company like Tesla.&#34;</p><h3 id=\"id_175312821\">ANN LIPTON, PROFESSOR AT UNIVERSITY OF COLORADO LAW SCHOOL, EXPERT IN CORPORATE GOVERNANCE AND CORPORATE LITIGATION</h3><p>&#34;Texas allowed Tesla to amend its bylaws to block shareholder lawsuits by anyone who holds less than 3% of the company. Therefore, there will be no shareholder lawsuit, and no scrutiny along those lines. &#34;</p><p>&#34;Notably, the Comptroller of the State of New York and the City of New York have included a shareholder proposal in the proxy materials to repeal that bylaw.&#34;</p><h3 id=\"id_775091759\">ART HOGAN, CHIEF MARKET STRATEGIST AT B RILEY WEALTH IN NEW YORK</h3><p>&#34;The shareholder base of Tesla has long been an Elon Musk fan group to the extent that anything that impaired Elon Musk from being driven to make Tesla better would be disappointing to shareholders.&#34;</p><p>&#34;Elon Musk&#39;s pay package has been an issue for, you know, over a year now and you know, putting that in the rear view mirror is obviously going to be a positive.&#34;</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4592":"伊斯兰概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4588":"碎股","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSYW.SI":"TESLA 3xLongSG261006","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4574":"无人驾驶","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4598":"佩洛西持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4551":"寇图资本持仓","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","BK4543":"AI","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4511":"特斯拉概念","TSLA":"特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4516":"特朗普概念"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250905:nL4N3US0SP:3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2565855090","content_text":"Tesla Motors 's board has proposed an unprecedented $1 trillion compensation plan for CEO Elon Musk, putting the spotlight on Musk's hold on the electric-vehicle maker as it looks to pivot into robotaxis and humanoid robots.U.S.-listed shares of the company rose 5% in Friday trading.The proposed plan requires boosting Tesla's valuation nearly eightfold, or about $7.5 trillion, over the next decade, and if fully earned, the award would materially increase Musk's voting power from his roughly 13% stake, intensifying debate over governance and succession.It also highlights Tesla's reliance on Musk as it faces slowing EV demand, rising competition from Chinese car makers and pressure to deliver on its AI ambitions.COMMENTS:DAVID WAGNER, HEAD OF EQUITY & PORTFOLIO MANAGER AT APTUS CAPITAL ADVISORS\"Shareholders and market participants may not always love what Elon does, but these award packages continue to show that Tesla believes that he is the key man on innovation and the biggest threat to the company is Elon leaving. \"BRIAN MULBERRY, SENIOR CLIENT PORTFOLIO MANAGER AT ZACKS INVESTMENT MANAGEMENT\"The metrics are eye-popping to say the least! Growing the valuation of the company to over $8 trillion in market cap, that would be 8 times the current value, in order to do that there needs to be substantial growth and continued profit margin expansion. Also, manufacturing targets and time horizons are built in as well.\"Bottom line, if all 12 award tranches are met, the compensation would reflect roughly 10% of the growth targets - that seems reasonable. It's the fact that we have never seen any earn a $1 trillion before that is causing markets to pay attention.\"ADAM SARHAN, CHIEF EXECUTIVE OF 50 PARK INVESTMENTS IN NEW YORK\"While bold compensation tied to performance is nothing new, the sheer scale here sets a new bar for CEO incentives and will dominate boardroom debates everywhere. There is significant legal and governance precedent to consider, given past scrutiny of Musk's pay (including a court voiding his prior $56 billion package), so shareholder approval and future litigation risk remain factors.\"If Musk can deliver results in line with these targets, the package could spark a new era in executive compensation, but if not, it could invite criticism about governance and pay equity.\"DAN COATSWORTH, INVESTMENT ANALYST AT AJ BELL\"One minute Tesla's board is wondering if Elon Musk is a liability to the company given his outspoken views and political distractions, the next they're effectively saying 'pick a number, any number' to lock him in for as long as possible.\"\"A $1 trillion pay package beggars belief. Is one person worth that much? Musk is a visionary, has endless energy, and the confidence to succeed – all qualities required in leadership. But he also presides over a company that has lost its edge, is being overtaken by rivals, and whose brand has been tarnished by Musk's actions outside of Tesla. Surely Musk should be fighting for his job, not Tesla's board fighting to keep him?\"The bigger question is whether this proposal sets a new precedent and boardrooms across America will think it's ok to add a zero or two onto the end of current remuneration packages. It all seems a tad excessive and a symptom of poor corporate governance.\"XU JIANG, PROFESSOR OF BUSINESS ADMINISTRATION AT DUKE UNIVERSITY'S FUQUA SCHOOL OF BUSINESS\"While Tesla does require CEO to think big and take high-risk decisions that may not immediately bear fruit but would generate long-term value, Tesla is not the only company that requires this: pretty much every company in Magnificent Seven is of this nature, as well as some other famed startups such as OpenAI and Anthropic, so I am not sure Tesla needs to offer compensation packages that are that different from others (I get the logic that the package may be different for traditional industrial companies, though).\"PETER ANDERSEN, FOUNDER, ANDERSEN CAPITAL MANAGEMENT, BOSTON\"Investors were on the sidelines waiting for something like that to get resolved.\"\"Long-term compensation for a founder like that is extremely important ... that usually polarizes most people because some think that it is too much and is not rational while others think that it's formulaic and a founder for such a large company deserves that kind of compensation.\"\"Would this kind of compensation increase his focus on running a singular company like Tesla because that's usually what the compensation is designed to do? ... Mr. Musk has shown a troubling history of being easily distracted into other paths that don't necessarily directly benefit a company like Tesla.\"ANN LIPTON, PROFESSOR AT UNIVERSITY OF COLORADO LAW SCHOOL, EXPERT IN CORPORATE GOVERNANCE AND CORPORATE LITIGATION\"Texas allowed Tesla to amend its bylaws to block shareholder lawsuits by anyone who holds less than 3% of the company. Therefore, there will be no shareholder lawsuit, and no scrutiny along those lines. \"\"Notably, the Comptroller of the State of New York and the City of New York have included a shareholder proposal in the proxy materials to repeal that bylaw.\"ART HOGAN, CHIEF MARKET STRATEGIST AT B RILEY WEALTH IN NEW YORK\"The shareholder base of Tesla has long been an Elon Musk fan group to the extent that anything that impaired Elon Musk from being driven to make Tesla better would be disappointing to shareholders.\"\"Elon Musk's pay package has been an issue for, you know, over a year now and you know, putting that in the rear view mirror is obviously going to be a positive.\"","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1708,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":19,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":475402316641056,"commentId":"475402316641056","gmtCreate":1757092332782,"gmtModify":1757092337554,"authorId":4140090365269462,"author":{"id":4140090365269462,"idStr":"4140090365269462","authorId":4140090365269462,"name":"a4xrbj1","avatar":"https://community-static.tradeup.com/news/9d8912bc5b3237f119291ecf0caa4d5a","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","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":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.27","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":475353736097800,"objectIdStr":"475353736097800","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"人们只能希望先锋集团和其他大股东能够制止这种胡说八道。他们已经沉默太久了，我同意特斯拉需要一个让首席执行官负责且独立的董事会。我建议每个董事会成员每年只能得到1美元","text":"人们只能希望先锋集团和其他大股东能够制止这种胡说八道。他们已经沉默太久了，我同意特斯拉需要一个让首席执行官负责且独立的董事会。我建议每个董事会成员每年只能得到1美元","html":"人们只能希望先锋集团和其他大股东能够制止这种胡说八道。他们已经沉默太久了，我同意特斯拉需要一个让首席执行官负责且独立的董事会。我建议每个董事会成员每年只能得到1美元","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/475353736097800"}