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September 13, 2025 3 mins
Tesla BioSnap a weekly updated Biography.

Tesla sent shockwaves through both Wall Street and Silicon Valley with a string of headline-grabbing developments in recent days. The biggest story is the Tesla board’s proposal of a new CEO compensation deal that could ultimately make Elon Musk the world’s first trillionaire. This 2025 Performance Award ties Musk’s payout to Tesla hitting an absolutely audacious $8.5 trillion market cap—over twice what Nvidia is worth today—and hinges on milestones like 20 million total vehicle deliveries 1 million Robotaxis and 1 million Optimus humanoid robots in operation. Tesla chair Robyn Denholm and director Kathleen Wilson-Thompson were on the media circuit vigorously defending the pay plan, arguing that only Musk can lead the company’s pivot from electric vehicles to robotics and artificial intelligence. Denholm on Bloomberg described the targets as “aspirational bordering on historic” and the board’s bid to retain Musk as fundamental for the next phase.

On the business front Tesla stock surged over 7 percent in a single day following news of the giant CEO package and buzz from analysts like Morgan Stanley’s Adam Jonas who called even a trillion-dollar reward “modest” versus the potential of AI-powered robotics. Dan Nathan, once a high-profile Tesla bear, flipped to bullish on technical momentum and speculation that Wall Street is underestimating upcoming Q3 deliveries. Signs point to a robust quarter as Tesla rides a buying frenzy ahead of the expiring 7500 federal EV tax credit and new Robotaxi testing licenses rolling in from Nevada.

Tesla’s Q2 financials were also in focus: revenue for the June quarter hit 22.49 billion with a healthy 17.5 percent gross margin and a sturdy enterprise value sitting at 1.165 trillion. But the news wasn’t all blue sky. Insiders made moves as well: on September 9 CFO Vaibhav Taneja reported selling over 2600 shares valued at nearly a million dollars. Meanwhile market commentary is highlighting Tesla’s struggle to scale up production at the Texas and Berlin gigafactories and the rising threat of regulatory delays and tough competition from Waymo and Boston Dynamics.

Social media buzzed about Tesla’s overtures to the AI world especially hints at a formal stake in Musk’s other ventures like xAI and the continued integration of Grok into Tesla’s vehicle ecosystem. The company unleashed a new Robotaxi app to much fanfare—hailed by fans as Tesla’s official leap into autonomous mobility for the masses.

Amid all of this Musk’s controversial political engagement especially his role in former President Trump’s administration earlier this year cast a shadow over Tesla’s brand bringing protests and even vandalism to showrooms.

Every headline has exemplified Tesla’s high-wire act—dizzying upside and very real risks as it tries to leap from carmaker to AI and robotics superpower.

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Transcript

Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
Tuzla sent shockwaves through both Wall Street and Silicon Valley
with a string of headline grabbing developments in recent days.
The biggest story is the Tesla board's proposal of a
new CEO compensation deal that could ultimately make Elon Musk
the world's first trillionaire. This twenty twenty five performance award
ties Musk's payout to Tysla hitting an absolutely audacious eight

(00:24):
dollars in five cents market cap, over twice what Nvidia
is worth today, and hinges on milestones like twenty million
total vehicle deliveries, one million robot taxes, and one million
optimist humanoid robots in operation. Tesla chair Robin Denholm and
director Kathleen Wilson Thompson were on the media circuit vigorously

(00:44):
defending the pay plan, arguing that only Musk in lead
the company's pivot from electric vehicles to robotics and artificial intelligence.
Denholm on Bloomberg described the targets as aspirational bordering on historic,
and the board's bid to retain Sie Musk as fundamental
for the next phase. On the business front, Tesla stock

(01:05):
surged over seven percent in a single day following news
of the giant CEO package, and buzz from analysts like
Morgan Stanley's Adam Jonas, who called even a trillion dollar
reward modest versus the potential of AI powered robotics. Dan Mathan,
once a high profile Tesla bear, flipped to bullish on
technical momentum and speculation that Wall Street is underestimating upcoming

(01:29):
Q three deliveries. Signs point to a robust quarter as
Tesla rides a buying frenzy ahead of the expiring seven thousand,
five hundred federal EV tax credit and new robot taxi
testing licenses rolling in from Nevada. Tesla's Q two financials
were also in focus. Revenue for the June quarter hit
twenty two point four to nine billion, with a healthy

(01:50):
seventeen point five percent gross margin and a sturdy enterprise
value sitting at one point one sixty five trillion. But
the news wasn't all. Blue Sky insiders made moves as well.
On September ninth, c FO vaihaf Tenasha reported selling over
two thousand, six hundred shares valued at near the ap
T T which the U s p C lawsuit finals

(02:13):
here Tesla's IDF basement. Meanwhile, market commentary is highlighting Tesla's
struggle to scale up production at the Texas and Berlin
gigafactories and the rising thread of regulatory delays and tough
competition from Weimo and Boston Dynamics. Social media buzzed about
Tesla's overtures to the AI world, especially hints at a

(02:34):
formal stake in Musk's other ventures like x Ai and
the continued integration of Groc into Tesla's vehicle ecosystem. The
company unleashed a new robot taxi app to much fanfare,
hailed by fans as Tesla's official leap into autonomous mobility
for the masses. Amid all of this, Musk's controversial political engagement,
especially his role in former President Trump's administration earlier this year,

(02:58):
cast a shadow over Tesla's brand. Bring protests and even
vandalism to showrooms. Every headline has exemplified Tesla's high wire act,
dizzying upside and very real risks as it tries to
leap from carmaker to AI and robotic superpower. And that
is it for today. Make sure you hit the subscribe

(03:21):
button and never miss an update on Tesla. Thanks for listening.
This has been a quiet please production. For more check
out Quiet Please dot ai or search the term biosnap
wherever you listen
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