Elon Musk's significant influence on Tesla's future and his potential creation of an AI unit within the company could greatly impact its direction and value
Proposed Elon Musk Compensation Package
1) Grok says current ownership about 13%
2) 22.8% after exercising 304 million in options @$23.34
3) 25% voting rights per AI safety only 2% above post options ownership (23%)
Forward looking compensation
Market Capitalization (1,2,5, 7, 10,15,20 trillion) tranches before 2034 (10 years)
Each tranche is award 2% shares
Potential ownership at 37% stake if TSLA hits 20 trillion in market cap before 2034
Questions to inspire discussion
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What is Elon Musk's potential impact on Tesla's future?
—Elon Musk's influence on Tesla's future is significant, with predictions that the stock could double in the next four to five years.
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Why does Elon Musk want control over AI and robotics in Tesla?
—Elon Musk wants to have influence in robotics and AI to ensure it doesn't go rogue, and he still has a lot of shares to exercise to gain more control.
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What is the potential outcome of Elon Musk's power play for Tesla's future?
—The potential outcome of Elon Musk's power play for Tesla's future involves a new compensation package and potential ownership of an AI unit within the company, with the potential for Tesla to double in value in the next four to five years.
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What are the concerns about Elon Musk's influence on Tesla's future?
—Concerns include brand damage, negative impact on shareholders, and the balance between meeting his demands and not engaging in costly buybacks.
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How has Elon Musk's influence on Tesla's future affected the company's value?
—Elon Musk's influence has led to significant growth, with the company's value increasing from 50 billion to 650 billion in a short period of time.
Key Insights
- 💼 Dan Ives believes Elon Musk is worth 60 to 70% of the value of Tesla, indicating Musk's significant influence on the company's future.
- 🤖 Elon Musk is Tesla and Tesla is Elon Musk, and it would be negative for Tesla if Musk built AI products outside the company.
- 🤖 Elon Musk's concern about robotics and AI going rogue is driving his mission for influence, not just a desire for more shares or money.
- 🤖 Elon Musk is considering creating an AI unit within Tesla, which could significantly impact the company's future direction and value.
- 🤖 Elon Musk's power play for control over Tesla's future involves his concern about robotics and AI, and the need to have control over the decision-making process.
- 🤯 "The biggest asset for Tesla is Musk, if Musk ultimately took AI outside of Tesla that would change the dynamic of the Tesla story."
- 📈 Musk wants more control from an AI perspective within Tesla, and the voting control is important for that.
- 💰 Elon Musk accomplished a 10-year plan in just 2.5 years, growing the company from 50 billion to 650 billion, which is unbelievable.
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Clips
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00:00 🚀 Dan Ives predicts Tesla stock could double in 4-5 years, believes Musk's influence is significant, and departure wouldn't cause a 60-70% drop.
- Dan Ives believes Elon Musk's request for 25% voting control of Tesla will be resolved by the board, and he predicts the stock could double in the next four to five years.
- Elon Musk's influence on Tesla's future is significant, with Dan Ives stating that Musk is Tesla and Tesla is Musk, and that it would be negative for Tesla if Musk built AI products outside the company.
- Elon Musk's departure from Tesla would not cause the stock to drop 60-70% as some believe, as there are many retail investors who would buy up the stock at lower prices.
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02:58 💡 Tesla's value depends on more than just being a car company, and its future growth will be determined by its ability to innovate and expand into other sectors.
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04:13 🚀 Elon Musk aims to gain more control in robotics and AI, facing pushback and concerns about brand damage and shareholder impact.
- Elon Musk wants to have influence in robotics and AI to ensure it doesn't go rogue, and he still has a lot of shares to exercise to gain more control.
- The world is pushing back against the idea of the world's richest man becoming even richer.
- Elon Musk's actions are causing brand damage and negatively impacting shareholders, and there is concern about the balance between meeting his demands and not engaging in costly buybacks.
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07:08 🚀 Elon Musk's power play for Tesla's future includes a new compensation package and potential ownership of an AI unit, with the potential for Tesla to double in value in the next four to five years, but may raise concerns with regulators.
- Elon Musk's power play for Tesla's future involves a new compensation package and potential ownership of an AI unit within the company, with the potential for Tesla to double in value in the next four to five years.
- Elon Musk's potential plans for Tesla's future, including the idea of consolidating more companies, may not be necessary and could raise concerns with regulators.
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08:59 🚀 Elon Musk's potential power play for Tesla's future includes bringing in Xai and considering BuyBacks, but his departure would limit the companies' scope and vision.
- Elon Musk's potential power play for Tesla's future includes the possibility of bringing in Xai and considering BuyBacks, but it may be a long road to increase his ownership percentage.
- Elon Musk's heart is still in Tesla and SpaceX, and his departure would limit the companies' scope and vision.
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11:27 🚀 Elon Musk is making a power play for control of Tesla to steer the company's AI and robotics direction, amid concerns about his stock sales and potential standoff with the board.
- Elon Musk is asking for control of Tesla to prevent the board from making decisions he disagrees with, and there are concerns about his stock sales affecting the company's value.
- Elon Musk's power play for Tesla's future involves frustration over the board not giving him more money, potential standoff between Musk and the board, and the importance of AI in the company's story.
- Elon Musk wants more control over Tesla's AI and robotics direction, and he sees the progress in this field as a reason to push for more voting control.
- Elon Musk wants control and influence over AI and has been warning about its risks for years, but it remains to be seen how it will play out.
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15:48 🚀 Elon Musk seeks 25% voting control of Tesla, achieved 10-year plan in 2.5 years, and aims to take the company to 10 trillion with a new compensation plan.
- Elon Musk is seeking 25% voting control of Tesla, not asking for money or shares, and the purchase of Twitter did not affect his stake in the company.
- Elon Musk accomplished a 10-year plan in 2.5 years, grew the company from 50 billion to 650 billion, and is waiting for a lawsuit to be finalized before a new compensation plan can be created, but when it does, he should be given goals to take the company to 10 trillion.
- Elon Musk's power play for Tesla's future involves gaining voting control through the issuance of more shares, as the structure of the company's stock voting control cannot be changed post-IPO.
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18:48 🚗 Elon Musk's power play for Tesla's future depends on the resolution of the Delaware case.
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