1,000 Billion Dollars for Elon Musk: 75% of Tesla Shareholders Say Yes!

From behind the scenes of his multiple empire – Elon Musk remains at the helm of Tesla, SpaceX, xAI, and Starlink – praises are flowing. Collaborators salute a vision that, according to them, transcends the automotive boundaries. But behind these accolades lies a historic jackpot: a record compensation plan for Musk if Tesla meets its objectives. The stage is set, the scene is gigantic, and the stakes go far beyond electric cars.

When Tesla Becomes a Money Machine for Elon Musk

The trajectory of Musk and Tesla turns into a profit saga as soon as it involves this new plan. Tesla’s board proposed to grant Musk 423.7 million restricted shares, nearly 12% of the current capital, if performance milestones are met.

For Musk to receive the full amount, Tesla’s market capitalization must increase to approximately $8.5 trillion (compared to about $1.4 trillion today). Additionally, objectives include 20 million vehicles sold, 1 million robotaxis in service, 1 million “Optimus” humanoid robots, and a cumulative EBITDA potentially reaching $400 billion.

Although electric car sales remain at Tesla’s core, Musk sends a clear signal: the future is played out in AI, robotics, autonomous vehicles. Thus, according to a tweet from analyst Gene Munster:

He aims to increase production by 50% next year, with an annualized pace of 2.7 million cars, possibly reaching 4 million by 2027 and 5 million by 2028. My opinion: they will accelerate production, but the supply chain will limit how fast they can grow. $TSLA.

In this framework, the XXL compensation becomes less a mere bonus and more a bet on a disruptive future.

Elon Musk: Shareholders Agree… or Are Fascinated?

The event turned into a celebration. At the general assembly, 75% of votes were in favor of the plan. This fireworks of approval was accompanied by a standing ovation in the room. Yet, behind this support, some major investors remain wary. Some institutional funds – such as the Norwegian sovereign wealth fund – voted against it.

Although Musk and Tesla enjoy broad support from retail investors, governance aspects raise questions: Musk’s voting power could rise from about 13% to over 25% if all goals are met.

The company made a strategic choice: to retain the one it considers the “major asset.” As analyst Dan Ives commented:

With this now-approved compensation plan, keeping Tesla’s greatest asset — Musk — at its head for the coming years, we continue to believe the AI-related valuation is beginning to unlock. In our view, the move toward AI-driven valuation for Tesla has now started for the next 6 to 9 months, with the rollout of FSD, penetration of autonomous technologies in Tesla’s installed base, as well as acceleration of Cybercab and Optimus projects in the U.S.

At this crossroads, Tesla oscillates between its fans’ adulation and observers’ caution.

Robots, AI… or Simply a Remake in Electric Cars?

In this new episode by Elon Musk and Tesla, the pivot is clear: electric cars are only a starting point. The core of the proposition lies in AI, robotics, and robotaxis.

Gene Munster points out that Elon Musk’s current priority no longer seems to be cars, nor even autonomous driving or robotaxis. According to him, this new chapter begins with the humanoid robot Optimus — and everything else will wait.

Furthermore, Tesla’s internal reality casts shadows: its U.S. market share has dropped to its lowest level since 2017. In cryptos, a parallel atmosphere prevails: the promise of AI and decentralization attracts capital, but fundamentals remain under pressure. 

Tesla bets big on this mix of EV, AI, robotics, borrowing from blockchain and Web3 dynamics (ethics, transparency, disruption): an interesting mirror game for curious crypto investors.

Key Figures:

• 423.7 million shares proposed to Musk;
• Target valuation of $8.5 trillion;
• 20 million vehicles expected sold;
• 1 million robotaxis in service;
• 1 million “Optimus” humanoid robots.

In this context, the question remains: is Elon Musk’s vision for Tesla a bet on the future… or simply a remake of the automotive business with a new package?

Elon Musk’s imagination far exceeds conventional logic: while Tesla negotiates this record jackpot, Musk just unveiled X Chat – an application he presents as safer than WhatsApp. If all this materializes, the world of electric cars or cryptos may still have seen nothing yet.