Tesla's Trillion-Dollar Tango: Musk's Moonshot or Misstep?

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Elon Musk is back at the center of headlines as Tesla’s board proposed the largest CEO compensation package in corporate history, tipping toward an unprecedented one trillion dollars. This jaw-dropping figure could become reality—if Musk manages to hit almost Herculean targets by 2035. The formula is simple on paper: Tesla has to reach a market cap that starts at two trillion and could one day touch an eye-watering eight point five trillion dollars, all while the company delivers twenty million vehicles and unleashes a literal million robotaxis and AI bots. According to Fortune, the plan mimics the legendary, now infamous, 2018 package that once sent Tesla stock moonward and Musk’s wealth along with it. Investors seem torn between deja vu and disbelief—Musk’s reputation for nail-biting target chases precedes him—but this time the bar appears nearly unreachable, which is fueling as much skepticism as optimism.

The Los Angeles Times reports Tesla’s profits are spiraling down: the latest quarter saw net income tumble from one point three nine billion to just over four hundred million, with revenue in retreat and Wall Street’s expectations unmet. Shareholders watched as Tesla stock plunged twenty-five percent this year, a slide ignited largely by the PR combustion from Elon Musk’s open alliance with former President Trump and apparently his brief flirtations with Europe’s far-right politics. The market is reacting to both the company’s growing list of rivals — especially China’s BYD — and worries over Musk’s political distractions. In July, sales across the European Union nosedived forty percent compared with last year, and BYD slipped past Tesla’s EU market share for the first time.

Still, Tesla isn’t just treading water. This week, Teslarati highlights the U.S. launch of ‘Supercharger for Business,’ a program aiming to plant Tesla superchargers at commercial sites nationwide. This play not only supports Tesla owners but tries to draw in every electric vehicle driver, business owner, and potential employee who needs a charge. Tesla’s PR push here underlines reliability, convenience, and a hint of old Musk charisma.

Amid all this, speculation simmers. There’s serious chatter about the business logic of tying so much of Musk’s attention back to Tesla—a direct reaction to his growing preoccupations outside the auto space, from xAI to running X, formerly Twitter. The company’s own board insisted, as quoted by Engadget, that keeping Musk engaged is not just vital, it’s existential. They even wrote into his pay plan the requirement to devise a CEO succession framework—a nod that maybe, just maybe, the Tesla story will one day turn the page to a new lead character.

Social media is predictably ablaze, with X and retail investors calling this the ‘Fantasyland’ deal, while analysts on Bloomberg debate whether shareholders will approve the terms at the high-stakes November 6 meeting. One thing is clear: even as the figures balloon to dizzying heights and critics claim the days of meteoric Tesla growth are over, Musk and Tesla consistently find a way to keep the world watching and wondering what comes next.

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