"Morgan Stanley analyst Adam Jonas, one of Wall Street's most ardent Tesla ( NASDAQ:TSLA) bulls today, has described Elon Musk's newly proposed $1 trillion performance-based compensation package as a "good deal" for investors. In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla's minority shareholders, despite its shockingly high headline number."
"The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that "contemplating future global GDP before AI robots is like contemplating global GDP before electricity." The Morgan Stanley analyst's insights align with the idea that as much as 80% of Tesla's future valuation could be tied to its Optimus humanoid robot program."
The Tesla board proposed a $1 trillion performance-based compensation package for Elon Musk tied to ambitious company milestones. The package is structured to align Musk's incentives with those of minority shareholders through performance targets. Tesla's long-term robotics ambitions, particularly the Optimus humanoid robot program, are positioned as a central driver of future valuation. Scenarios suggest the humanoid robot market could exceed the size of today's global labor market by a significant multiple. The arrival of AI-powered robotics is compared to the transformative impact of electricity on global GDP and economic structure.
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