Tesla shareholders vote on November 6 on a performance award for Elon Musk that could be worth up to $1 trillion. I break down what the plan pays for, why the board says Tesla risks losing Musk if it fails, where CalPERS and ISS land, and how ownership and autonomy targets shape the outcome. Sources include Reuters, the Financial Times, and new statements from CalPERS ahead of the Austin meeting.
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12:09
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12:09
How Elon's Politics Torched a Million Tesla Sales
A Yale study says Musk’s partisan turn cost Tesla 1.0–1.26M U.S. sales. I break down the math, the market whiplash, and who scooped up those buyers.
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7:18
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7:18
Tesla’s $1 Trillion Question
Tesla’s board just asked shareholders to approve a performance award that could pay Elon Musk up to $1 trillion. I break down the letter from Robyn Denholm, the proxy pushback from ISS and Glass Lewis, the Delaware overhang, and the dilution math from opposition filings, then map the vote timeline and what each outcome means for control and strategy.
The Elon Musk Podcast takes an in-depth look into the world of the visionary entrepreneur. From SpaceX's mission to colonize Mars, to the revolutionary underground transportation network of the Boring Company, to the cutting-edge technology of Neuralink, and the game-changing innovations of Tesla, we cover it all. Stay up to date with the latest news, events and highlights from the companies led by Elon Musk.
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