EPISODE · Nov 6, 2025 · 47 MIN
Tesla $1trillion Comp Package, Palantir, Netflix, NY Mayor
from Breakaway - Investing & Finance · host Sean Hathaway
MarketsTAMPAN: Tesla, Amazon, Meta, Palantir, Apple, NvidiaTeslaCompetition with xPeng?Compensation PlanLive streaming Shareholder meeting. “1 Trillion pay package!!” Proxy hereRules:12 Tranches. 12 Market Cap + 12 Operational Term: 10 years! Award: 1% of shares in form of RSU. Vest on (a) the Market Capitalization Milestone for such tranche and (b) a previously unmet Operational Milestone. 12 Market Capitalization Milestones:1: $2 trillion2-10: $500 billion (to $6.5 trillion)11-12: $1 trillion (to $7.5 and $8.5 trillion12 Operational MilestonesProduct Goals20 Million Tesla Vehicles Delivered10 Million Active FSD Subscriptions1 Million Bots Delivered1 Million Robotaxis in Commercial OperationAdjusted EBITDA Milestones. 1-8 $50 to $400b.ETF ownership and voting rights FordFord executives might scrap the electric version of its F-150 pickupFord has $13 billion in EV losses% of Global EV Sales25.7m BEV sales since 20197.3m is TeslaLucid ranks #3 most cash burning EV maker globally with total reported cash burn of $14.4B behind Rivian $23.2 billion and Ford's EV segment $15.5 billion.PalantirEarnings PagePlay Alex’s opening remarks!“114% Rule of 40 score! What Is the Rule of 40?Core Formula: Rev Growth + operating MarginAlex Letter to Shareholders Some of our detractors have been left in a kind of deranged and self-destructive befuddlement.🤣Orson Welles, “The enemy of art is the absence of limitations.”NetflixKPop Demon Hunters325 million views$10b kpop industryBlack Pink Tour. Highest grossing tour by female groupWarner BrothersLicensing Video podcasts from SiriusNew York City Mayor is Responsible ForPublic Safety: Fire and 30,000 police officers.EducationPublic Services and InfrastructureHousing and Economic DevelopmentHealth and Social ServicesCultural and Community ServicesCity Planning and RegulationAppointments and BudgetThe New York City budget $115.9 billionReal Property Taxes: ~$34.97 billionPersonal Income Taxes $17.28 billionBusiness Income Taxes: ~$11.95 billion Sales Taxes: ~$9.5 billionState Categorical Grants: ~$7 billionFederal Categorical Grants: ~$6.5 billionTop 1-5% contribute ~$1.7-$3.5 billion in FY 2025, equating to ~1.5-3% of the total budget. Closing1929 book on Audio. The DiplomatElon on Joe Rogan"The enemy of art is the absence of limitations"
What this episode covers
MarketsTAMPAN: Tesla, Amazon, Meta, Palantir, Apple, Nvidia TeslaCompetition with xPeng? Compensation Plan Live streaming Shareholder meeting. “1 Trillion pay package!!” Proxy here Rules: 12 Tranches. 12 Market Cap + 12 Operational Term: 10 years! Award: 1% of shares in form of RSU. Vest on (a) the Market Capitalization Milestone for such tranche and (b) a previously unmet Operational Milestone. 12 Market Capitalization Milestones: 1: $2 trillion2-10: $500 bill...
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Tesla $1trillion Comp Package, Palantir, Netflix, NY Mayor
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