Tesla & Elon Musk Gamble: Implications of the Trillionaire Robotaxi Focused Remuneration Targets.

Tesla’s new Elon Musk remuneration package could be worth over a trillion dollars — but how? The 2025 compensation plan is based on the robotaxi-focused performance targets.
This is a questioning but balanced deep-dive into the numbers behind targets that allow for falling EVs sales in favour of Tesla’s robotaxi ambitions, the financial milestones, and what this means for Tesla’s future.

I’m not a Tesla fanboy or a hater — and I didn’t even choose a Tesla EV — but I do believe Tesla builds excellent, efficient vehicles and plays an important role in the global EV transition. This video looks at the pay package from a realistic perspective: what it promises, what it requires, and how likely it is.

📌 Topics Covered:

How Elon Musk’s trillionaire pay package actually works
The link between Tesla’s 2018 compensation plan and the 2025 plan
Why the new package grants 423.7 million shares
The $8.5 trillion market-cap target explained
Why Musk didn’t receive “founder equity” in Tesla
How much of this package is tied to robotaxi performance
Tesla’s EBITDA and revenue goals across all 12 tranches
The impact of each product milestone (20M EVs, 1M robots, 1M robotaxis)
Whether Elon Musk “deserves” a package 100× larger than any other CEO
What this means for Tesla’s future focus: EVs vs robotaxis
Questions as to whether robotaxis can deliver the required EBITDA

⚡ Key Insight:
Although the headlines focus on “Elon Musk becoming a trillionaire,” the real story is Tesla’s shift toward becoming a robotaxi-first company. Nearly all the new EBITDA required for the compensation plan comes from operating a massive autonomous fleet — not from selling EVs.

🔍 Why This Matters:
If Tesla hits the robotaxi and valuation targets, shareholders could see enormous returns. If not, the package pays nothing. This video explores the realism of those goals in the context of global EV demand, autonomy, AI, humanoid robots, and Tesla’s long-term strategy.

📺 Watch to understand:

Exactly where the “trillion-dollar” figure comes from
What Elon must actually deliver to unlock each tranche
The risk, reward, and feasibility of Tesla’s robotaxi roadmap
Why robotaxis dominate Tesla’s future revenue projections

Whether you're a Tesla investor, an EV enthusiast, or simply trying to understand the headlines, this video breaks down what the 2025 Musk remuneration package really means — for Elon, for Tesla, and for the future of autonomous transportation.

Links:
Robotaxis explored: to be added
Must must go (as CEO of customer EVs):    • Is Clean Energy, as Trump says, the Real S...  
Tesla 2023 Investor day:    • 2023 Investor Day | Tesla  

More to be added.

00:00 - Intro
00:48 - 2019 package to 2025
02:33 - Trillionaire club
04:09 - Deserved?
06:10 - Does Musk need more?
07:07 - Package details
09:01 - Products: Still EVs?
11:08 - Growth: All about robotaxis?
13:07 - Conclusion: No longer a car company.