Elon Musk could earn $1 billion with Tesla's most ambitious plan

At Tesla's offices, the documents filed with regulators resonated across Wall Street: Elon Musk could receive a $1 billion payment if he meets a series of goals that, rather than being ambitious, seem like science fiction.

The compensation package, structured in twelve stock tranches, requires the company to achieve goals ranging from producing 20 million cars over 10 years to deploying 1 million robotaxis and 1 million artificial intelligence bots .

But this bright future contrasts with a difficult present: sales are falling in Europe, competition from BYD in China is intensifying, and investors are watching with caution.

For the plan to go live, Tesla must reach a market valuation of $2 trillion , a figure that places it among the most valuable companies on the planet.

Furthermore, Musk must remain at the helm of Tesla for at least seven and a half years to begin receiving compensation, and a full ten years to access the full amount. There are even plans for the entrepreneur to design a framework for his eventual successor, suggesting that Tesla is preparing for a future transition.

In 2024, Tesla delivered fewer than 2 million vehicles, far short of the 20 million planned. Furthermore:

• Sales fell by 40% in the European Union , while BYD's sales increased.
• Quarterly earnings fell from $1.39 billion to $409 million.
• The stock has lost 25% so far this year, affected by Musk's political closeness to Donald Trump.

This scenario reflects the enormous challenge of achieving goals that, while potentially transforming the industry, seem distant in the short term.

The package looks for two things:

1. Retaining Elon Musk at Tesla, despite his involvement in projects such as SpaceX and xAI.
2. Motivate investors with a narrative of disruptive growth in electric mobility, robotics, and artificial intelligence.

Tesla had already attempted a landmark compensation plan in 2018, which was overturned by a Delaware judge. Today, it's back with an even more ambitious proposal.

The path to 20 million cars, robotaxis, and AI bots is uncertain, but it also represents Musk's vision: an ecosystem where Tesla is not just a vehicle manufacturer, but a central player in the global technological transition.

Meanwhile, markets are reacting with volatility, and analysts are wondering whether this promise is a visionary stroke of genius or a risk that could further destabilize the company.

Elon Musk's $1 trillion plan is not just an economic gamble, but also a tale of power, vision, and risk. Tesla is at a crossroads: meeting its goals would put it at the forefront of the technological revolution, but failing could cost it the trust of its shareholders.