Tesla BioSnap a weekly updated Biography.
This week the Tesla narrative was all about high drama at the top, pivotal tech launches, and plenty of buzz both inside the boardroom and across social media. The biggest headline without question is the upcoming November 6 shareholder vote on Elon Musk’s eye-popping 2025 CEO performance award. Tesla’s VP for AI Software, Ashok Elluswamy, took to X publicly to champion Musk’s leadership, stressing that the company is at a crossroads as it morphs from electric vehicle juggernaut and battery powerhouse into what he called “the world leader in robotics.” He said Musk, with his unique blend of skills in design, AI, and manufacturing, is vital to Tesla’s future. The board is rallying support and Board Chair Robyn Denholm joined the cheerleading squad, insisting that only Musk can deliver on the most ambitious targets in Tesla’s Master Plan Part IV.
But it’s not all adulation. Proxy advisory giants Glass Lewis and ISS aren’t having it, warning shareholders to vote against the plan. Their argument is that the pay package is too large and concentrates excessive power. The California Public Employees’ Retirement System—a heavyweight with about 5 million Tesla shares—went public with its opposition, labelling the scale of Musk’s proposed deal as excessive. According to Bloomberg News, Calpers sees the deal as concentrating too much power and makes comparisons to other CEO packages look almost laughable. And lest we forget, a Delaware court struck down Musk’s 2018 pay plan; Tesla is still fighting that.
Meanwhile, Musk’s supporters are making noise. ARK Invest CEO Cathie Wood and Dell Technologies’ Michael Dell both posted their support on X. Wood declared Musk “the most productive human being on earth” and predicted, if the package passes, Tesla will trigger “super-exponential growth.” Michael Dell cut through the noise, saying Musk only gets paid if he makes world history, with Tesla’s market cap shooting from 1.1 trillion to 8.5 trillion, operating profit soaring from 17 billion to 400 billion, plus milestones like 20 million cumulative vehicle deliveries and one million operating robotaxis. Musk’s own posts suggest his concern is more about maintaining a controlling stake than about cashing in; he’s wary of getting ousted by activist investors.
On the business activity front, Tesla is gearing up for several prominent events. There’s a “Frunk or Treat” Halloween bash at Tesla Baltimore on November 1, Ride programs demoing Full Self-Driving and Grok AI, and CPO Showcase Days in Dubai set for mid-November. Tesla Energy is also hosting tech talks in Mulgrave, where Powerwall 3 and expansion units will be featured. Attendees get to explore how solar and storage can slash grid costs and maximize government incentives, with Sapphire Solar on hand to answer questions.
For product news, there’s mounting hype around the Cybertruck Full Self-Driving V14 and confirmation from Musk that FSD V14.2 is set for a broad rollout. Tesla is quietly updating fans about the Roadster and is teasing new features for the center screen in future updates. Notably, a new insurance model is being floated that offers Full Self-Driving coverage for “almost free”—very on brand for Tesla’s penchant for disruption.
Social media is pulsing with takes. The major Tesla bulls are loud, skeptics are louder, and nearly every post from Musk or Wood gets circulated as both prophecy and spectacle. The stakes are sky-high as the company eyes a historic pivot toward large-scale robotics, real-world AI, and an empire spanning way beyond electric cars. If Musk wins the shareholder vote, expect Tesla’s story to reach new heights—or trigger fireworks if the rebellion at the ballot box gains momentum.
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