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November 1, 2025 4 mins
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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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
This week the Tesla narra. 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 sixth shareholder vote on Elon Musk's eye popping twenty
twenty five CEO Performance Award. Tesla's VP for AI software,

(00:23):
Ashoke Elswamy, 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,

(00:46):
is vital to Tesla's future. The board is rallying support,
and board chair Robin Denholm joined the cheerleading squad, insisting
that only Musque can deliver on the most ambitious targets
in Tesla's master Plan Part five. But it's not all adulation.
Proxy advisory giants Glass Lewis and Iss aren't having it,

(01:08):
warning shareholders to vote against the plan. Their argument is
that the pay package is too large and concentrates excessive power.
The California Public Employee's retirement system, a headyweight with about
five million Tesla shares, went public with its opposition, labeling
the scale of Musk's proposed deal as excessive. According to

(01:29):
Bloomberg News, Cowper sees the deal as concentrating too much
power and makes comparisons to other CEO packages look almost
laughable unless we forget a Delaware court struck down Musk's
twenty eighteen pay plan. Tesla is still fighting that. Meanwhile,
Musk's supporters are making noise. Rak Invests CEO Kathy Wood

(01:52):
and Dell Technology's 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 one point one trillion to eight

(02:15):
point five trillion, operating profits soaring from seventeen billion to
four hundred billion, plus milestones like twenty million cumulative vehicle
deliveries and one million operating robot taxes 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

(02:35):
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, First Ride Programs
demoing Full Self Driving, and groc AI and CPO showcase
days in Dubabbi set for mid November. Tesla Energy is

(02:56):
also hosting tech talks in Molebrave, where power Wall three
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 cyber Truck
Full Self Driving V fourteen and confirmation from Musk that

(03:19):
FSDV fourteen point two is set for a broad row mount.
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 tension for disruption, social media is pulsing what takes.

(03:42):
The major Tesla bowls are loud, skeptics are louder, and
nearly every post from Musk or Wood gets circulated as
both prophecy and spectacle. The stakes are.

Speaker 2 (03:51):
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, and
that is it for to day, make sure you hit

(04:12):
the subscribe button and never miss an update on Tesla.
Thanks for listening.

Speaker 1 (04:17):
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Speaker 2 (04:19):
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