Tesla’s $1 Trillion Question

An episode of the Elon Musk Podcast podcast, hosted by Stage Zero, titled "Tesla’s $1 Trillion Question" was published on October 31, 2025 and runs 12 minutes.

October 31, 2025 ·12m · Elon Musk Podcast

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Summary

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.

Episode Description

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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