<p>特斯拉提议为其首席执行官埃隆·马斯克提供一项高达 1 万亿美元的巨额薪酬方案，而他需要达到的许多基准只是他多年来对公司所做承诺的简化版本。</p>
<p>然而，特斯拉董事会在公司的年度代理声明中并没有这样描绘，而是透露了提议的薪酬方案。相反，董事会专注于他们计划如何创造 “历史上最有价值的公司”。</p>
<p>可以肯定的是，如果特斯拉实现了这项交易所期望的一切，那么在覆盖的 10 年期结束时，它将看起来与现在截然不同。但这并不改变公司要求马斯克努力实现的里程碑比他自己之前所陈述的目标更不雄心勃勃的事实。</p>
<p>尽管这一前所未有的薪酬方案仍需在 11 月的股东大会上获得批准，但很容易看出公司的狂热粉丝群体会投票 “赞成”。马斯克的薪酬之前的投票在特斯拉股东中获得了压倒性通过。</p>
<p>考虑到这一点，让我们看看马斯克需要实现什么才能获得全额薪酬。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/08/tesla-california-getty.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="680" height="470" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/08/tesla-california-getty.jpg/query-dz02ODA"/></p>
<p>默认 <strong>图片来源：</strong> 贾斯廷·沙利文 / Getty Images</p>
<h2>2000 万辆……总计</h2>
<p>马斯克花了多年声称特斯拉到 2030 年将能够每年生产 2000 万辆电动车。这是在他和他的公司仍然承诺每年以 50% 的速度增长的时候。</p>
<p>但随着销售增长停滞，特斯拉放弃了这些承诺，并在 2024 年出现了逆转。该公司随后从去年的影响报告中撤回了 2000 万辆每年的目标，并停止了在墨西哥建设一座计划中的工厂，该工厂本将增加生产。</p>
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<p>现在，特斯拉董事会为马斯克设定的第一个 “产品目标” 是交付总计 2000 万辆汽车。特斯拉迄今已售出 800 万辆汽车，即使销售下滑，每年也接近 200 万辆。</p>
<p>随着新的薪酬方案在 10 年内分配，这意味着目标已从 2030 年每年 2000 万辆电动车变为到 2035 年总计仅 2000 万辆。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/04/GettyImages-2183782412.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="680" height="453" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/04/GettyImages-2183782412.jpg/query-dz02ODA"/></p>
<p>2024 年 11 月 12 日，在美国加利福尼亚州圣荷西的特斯拉商店展示的特斯拉 Cybercab 原型。特斯拉首席执行官埃隆·马斯克表示，这款没有方向盘或踏板的机器人出租车可能会低于 30,000 美元，并 “可能” 将在 2026 年投入生产。摄影师：大卫·保罗·莫里斯/Bloomberg<strong>图片来源：</strong> 大卫·保罗·莫里斯/Bloomberg / Getty Images</p>
<h2>一百万辆机器人出租车 *</h2>
<p>马斯克关于特斯拉的一个最臭名昭著和荒唐的承诺是在 2019 年，他声称公司将在 2020 年拥有一百万辆机器人出租车。现在是 2025 年，特斯拉刚刚开始在德克萨斯州奥斯汀试点一项机器人出租车服务，最多只有 20 或 30 辆配有安全驾驶员的汽车。</p>
<p>为了获得他全额提议的薪酬，特斯拉要求马斯克帮助公司实现这一承诺的修改版本，另一个列出的产品目标是 “拥有 100 万辆商业运营的机器人出租车”。</p>
<p>这是一个有附加条件的目标。细则显示，特斯拉仅要求在连续三个月内 “每日平均总计” 有 100 万辆机器人出租车 “由或代表 [特斯拉] 商业运营，作为运输服务的一部分”。</p>
<p>特斯拉进一步定义 “机器人出租车” 为任何特斯拉车辆，包括但不限于正在开发的专用 “Cybercab”，使用公司的全自动驾驶软件为人们提供乘车服务。</p>
<p>这包括客户拥有的车辆，这是马斯克长期以来承诺但从未实现的另一件事。他花了多年声称特斯拉可以翻转一个数字开关，将现有车辆转变为完全自主的车辆，车主可以随意添加和删除这些车辆以形成更大的机器人出租车车队。</p>
<p>但马斯克随后表示，目前在路上的许多特斯拉没有必要的硬件来实现前者，而公司尚未证明后者。尽管如此，马斯克现在有了一个更宽松的时间表来尝试实现这两件事。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2024/10/Bot_83.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="680" height="514" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2024/10/Bot_83.jpg/query-dz02ODA"/></p>
<p>图片：特斯拉 <strong>图片来源：</strong> 特斯拉</p>
<h2>一百万个 “机器人”？</h2>
<p>马斯克认为特斯拉的未来完全依赖于他们正在开发的人形机器人 Optimus。就在本周，他声称这可能占公司未来收入的 80%。</p>
<p>随着他越来越专注于 Optimus，马斯克对未来的愿景做出了一些相当疯狂的承诺。他的核心主张之一是，特斯拉将在 2029 年之前每年生产一百万个 Optimus 机器人。</p>
<p>然而，特斯拉董事会仅要求马斯克在这一提议的薪酬计划中交付总计一百万个 “机器人”。特斯拉还将 “机器人” 定义为 “任何由公司制造的具有移动能力的人工智能机器人或其他物理产品”——尽管公司的车辆不算在内。</p>
<p>董事们似乎一致认为 Optimus“有潜力成为特斯拉的畅销产品”，并表示这代表了 “特斯拉如何使自主技术惠及全人类的最清晰例证”。</p>
<p>但董事会也指出，Optimus 的 “商业化计划” 仍在开发中，马斯克现在有直到 2035 年达到一百万的目标。</p>
<p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/07/tesla-india-store-02.jpg/query-dz02ODA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="680" height="382" original-src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/07/tesla-india-store-02.jpg/query-dz02ODA"/></p>
<p><strong>图片来源：</strong> 特斯拉印度 / X</p>
<h2>其他一切</h2>
<p>马斯克需要实现的第四个也是最后一个产品目标是达到 1000 万份特斯拉全自动驾驶（FSD）软件的活跃订阅。这可以说是最具雄心的产品目标。公司并未透露目前有多少车主已支付 FSD 费用，尽管高管们最近表示，采用率在 “十几” 这个范围内。最好的情况是，这意味着大约有几十万到低百万辆特斯拉汽车安装了该软件。</p>
<p>特斯拉董事会要求马斯克的其他一切都与金钱相关。最终，马斯克需要帮助特斯拉达到 8.5 万亿美元的估值，以解锁整个薪酬包的全部价值，并使自己成为一位万亿富翁。</p>
<p>马斯克已经有宏伟的计划来实现类似的目标。他常常声称，特斯拉有一天可能会比苹果和沙特阿美的总价值还要高。按目前的估值，这两家公司总共价值约 5.5 万亿美元。但在今年早些时候，首席执行官声称特斯拉的价值可能会超过下五个最有价值公司的总和——这在当时意味着他瞄准的是接近 15 万亿美元的目标。</p>
<p>除了提升特斯拉的估值目标外，马斯克还被要求将公司的年收益增加到大约 4000 亿美元——与去年约 170 亿美元的收益相比，这是一个巨大的数字。</p>
<p>最后，特斯拉董事会要求马斯克提供两个显著的保证，以解锁整个薪酬包的全部价值。其中之一是他必须与公司合作制定一个计划，说明他将如何被继任为特斯拉的首席执行官（该计划基本上将他锁定在公司至少 7.5 年）。</p>
<p>另一个则埋藏在脚注中，即特斯拉获得了 “保证，马斯克与政治领域的参与将在适当的时间内结束。”</p>
<p>总体来看，这是一个复杂的协议，包含了许多关于特斯拉在马斯克领导下未来十年可能发展的天马行空的想法。关于特斯拉在 2018 年与马斯克达成的前一个薪酬协议也曾如此，然而公司达成了所有那些看似荒谬的目标。（马斯克的奖励最终被特拉华州的衡平法院推翻。）</p>
<p>尽管如此，难以忽视的是，这些新目标似乎是公司试图将首席执行官的承诺拉回现实的结果。</p>

特斯拉

2 倍做空特斯拉 ETF - GraniteShares

2 倍做多特斯拉 ETF - Direxion

2 倍做空特斯拉 ETF - Tradr

XI二南特斯-U

南方两倍做多特斯拉

南方两倍做空特斯拉

2 倍做多 TSLA ETF - GraniteShares

<p>特斯拉已提议为首席执行官埃隆·马斯克提供一项价值 1 万亿美元的薪酬方案，该方案的基准目标比他之前的承诺要低。该方案要求马斯克在 2035 年前交付总计 2000 万辆汽车，较他之前设定的到 2030 年每年交付 2000 万辆的目标大幅降低。此外，马斯克还必须实现 100 万辆机器人出租车的商业运营，这一目标也已从他最初的时间表中进行了调整。该提案等待股东在 11 月的批准，过去的投票结果倾向于支持马斯克的薪酬</p>

<p>Tesla has proposed a massive new $1 trillion compensation package for its CEO Elon Musk, and many of the benchmarks he needs to hit are simply watered-down versions of promises he’s spent years making about the company.</p>
<div class="lb-trans"><p>特斯拉提议为其首席执行官埃隆·马斯克提供一项高达 1 万亿美元的巨额薪酬方案，而他需要达到的许多基准只是他多年来对公司所做承诺的简化版本。</p>
</div><p>That’s not the picture Tesla’s board of directors paints in the company’s annual proxy statement, where they revealed the proposed pay package. Instead, the board focuses on how it plans to create “the most valuable company in history.”</p>
<div class="lb-trans"><p>然而，特斯拉董事会在公司的年度代理声明中并没有这样描绘，而是透露了提议的薪酬方案。相反，董事会专注于他们计划如何创造 “历史上最有价值的公司”。</p>
</div><p>To be sure, if Tesla accomplishes all that it aims for with this deal, it will look like a much different company at the end of the 10-year period it covers. That doesn’t change the fact that the milestones the company is asking Musk to aim for are less ambitious than his own previously-stated goals.</p>
<div class="lb-trans"><p>可以肯定的是，如果特斯拉实现了这项交易所期望的一切，那么在覆盖的 10 年期结束时，它将看起来与现在截然不同。但这并不改变公司要求马斯克努力实现的里程碑比他自己之前所陈述的目标更不雄心勃勃的事实。</p>
</div><p>While the unprecedented pay package still needs to be approved by shareholders at a meeting in November, it’s easy to see the company’s fervent fan base voting “yes.” Previous votes on Musk’s compensation have been overwhelmingly approved by Tesla’s shareholders.</p>
<div class="lb-trans"><p>尽管这一前所未有的薪酬方案仍需在 11 月的股东大会上获得批准，但很容易看出公司的狂热粉丝群体会投票 “赞成”。马斯克的薪酬之前的投票在特斯拉股东中获得了压倒性通过。</p>
</div><p>With that in mind, let’s take a look at what Musk needs to accomplish in order to receive the full payout.</p>
<div class="lb-trans"><p>考虑到这一点，让我们看看马斯克需要实现什么才能获得全额薪酬。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/08/tesla-california-getty.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2025/08/tesla-california-getty.jpg?w=680"/></p>
<p>default<strong>Image Credits:</strong> Justin Sullivan / Getty Images</p>
<div class="lb-trans"><p>默认 <strong>图片来源：</strong> 贾斯廷·沙利文 / Getty Images</p>
</div><h2>20 million cars … total</h2>
<div class="lb-trans"><h2>2000 万辆……总计</h2>
</div><p>Musk spent years claiming Tesla would be able to make 20 million electric vehicles <em>per year</em> by 2030. This was back when he and his company were still promising to grow at a rate of 50% each year.</p>
<div class="lb-trans"><p>马斯克花了多年声称特斯拉到 2030 年将能够每年生产 2000 万辆电动车。这是在他和他的公司仍然承诺每年以 50% 的速度增长的时候。</p>
</div><p>But Tesla walked away from those promises as sales growth stalled, and then reversed in 2024. The company then pulled the 20-million-per-year goal from its impact report last year, and stopped building a planned factory in Mexico that would have increased production.</p>
<div class="lb-trans"><p>但随着销售增长停滞，特斯拉放弃了这些承诺，并在 2024 年出现了逆转。该公司随后从去年的影响报告中撤回了 2000 万辆每年的目标，并停止了在墨西哥建设一座计划中的工厂，该工厂本将增加生产。</p>
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</div><p>Now, the first “product goal” that Tesla’s board of directors laid out for Musk to achieve on his path to becoming a trillionaire is to deliver 20 million vehicles <em>total</em>. Tesla has already sold eight million cars to date, and even with sales slumping, is moving just shy of 2 million per year.</p>
<div class="lb-trans"><p>现在，特斯拉董事会为马斯克设定的第一个 “产品目标” 是交付总计 2000 万辆汽车。特斯拉迄今已售出 800 万辆汽车，即使销售下滑，每年也接近 200 万辆。</p>
</div><p>With the new pay package being laid out over a 10-year period, that means the target has gone from 20 million EVs per year by 2030 to just 20 million total by 2035.</p>
<div class="lb-trans"><p>随着新的薪酬方案在 10 年内分配，这意味着目标已从 2030 年每年 2000 万辆电动车变为到 2035 年总计仅 2000 万辆。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/04/GettyImages-2183782412.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2025/04/GettyImages-2183782412.jpg?w=680"/></p>
<p>A Tesla Cybercab prototype at a Tesla store in San Jose, California, US, on Tuesday, Nov. 12, 2024. Tesla CEO Elon Musk said the robotaxi, which has no steering wheel or pedals, could cost less than $30,000 and “probably” will go into production in 2026. Photographer: David Paul Morris/Bloomberg<strong>Image Credits:</strong> David Paul Morris/Bloomberg / Getty Images</p>
<div class="lb-trans"><p>2024 年 11 月 12 日，在美国加利福尼亚州圣荷西的特斯拉商店展示的特斯拉 Cybercab 原型。特斯拉首席执行官埃隆·马斯克表示，这款没有方向盘或踏板的机器人出租车可能会低于 30,000 美元，并 “可能” 将在 2026 年投入生产。摄影师：大卫·保罗·莫里斯/Bloomberg<strong>图片来源：</strong> 大卫·保罗·莫里斯/Bloomberg / Getty Images</p>
</div><h2>One million robotaxis*</h2>
<div class="lb-trans"><h2>一百万辆机器人出租车 *</h2>
</div><p>One of Musk’s most infamous and outrageous promises about Tesla came in 2019, when he claimed that the company would have one million robotaxis on the road in 2020. It’s now 2025, and Tesla has only just begun to trial a robotaxi service in Austin, Texas that has, at most, around 20 or 30 cars with safety drivers on board.</p>
<div class="lb-trans"><p>马斯克关于特斯拉的一个最臭名昭著和荒唐的承诺是在 2019 年，他声称公司将在 2020 年拥有一百万辆机器人出租车。现在是 2025 年，特斯拉刚刚开始在德克萨斯州奥斯汀试点一项机器人出租车服务，最多只有 20 或 30 辆配有安全驾驶员的汽车。</p>
</div><p>To access his full proposed pay package, Tesla is asking Musk to help the company realize an altered version of that promise, as another product goal listed is to have “1 million Robotaxis in Commercial Operation.”</p>
<div class="lb-trans"><p>为了获得他全额提议的薪酬，特斯拉要求马斯克帮助公司实现这一承诺的修改版本，另一个列出的产品目标是 “拥有 100 万辆商业运营的机器人出租车”。</p>
</div><p>It’s a goal with caveats. The fine print shows that Tesla is only requiring there to be a “daily average aggregate” of one million robotaxis “commercially operated by or on behalf of [Tesla] over a consecutive three-month period, as part of a transportation service.”</p>
<div class="lb-trans"><p>这是一个有附加条件的目标。细则显示，特斯拉仅要求在连续三个月内 “每日平均总计” 有 100 万辆机器人出租车 “由或代表 [特斯拉] 商业运营，作为运输服务的一部分”。</p>
</div><p>Tesla goes on to define “Robotaxi” as any Tesla vehicle, including but not limited to the purpose-built “Cybercab” it’s developing, that is using the company’s Full Self-Driving software to offer rides to people.</p>
<div class="lb-trans"><p>特斯拉进一步定义 “机器人出租车” 为任何特斯拉车辆，包括但不限于正在开发的专用 “Cybercab”，使用公司的全自动驾驶软件为人们提供乘车服务。</p>
</div><p>This includes customer-owned vehicles, which is another thing Musk has long promised but never delivered. He’s spent years claiming that Tesla could flip a digital switch and turn existing vehicles into fully-autonomous ones, and that owners could add and subtract those vehicles to a larger robotaxi fleet at will.</p>
<div class="lb-trans"><p>这包括客户拥有的车辆，这是马斯克长期以来承诺但从未实现的另一件事。他花了多年声称特斯拉可以翻转一个数字开关，将现有车辆转变为完全自主的车辆，车主可以随意添加和删除这些车辆以形成更大的机器人出租车车队。</p>
</div><p>But Musk has since said many of the Teslas currently on the road don’t have the necessary hardware for the former to happen, and the company has yet to demonstrate the latter. Regardless, Musk now has an even looser timeline to try and make both things happen.</p>
<div class="lb-trans"><p>但马斯克随后表示，目前在路上的许多特斯拉没有必要的硬件来实现前者，而公司尚未证明后者。尽管如此，马斯克现在有了一个更宽松的时间表来尝试实现这两件事。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2024/10/Bot_83.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2024/10/Bot_83.jpg?w=680"/></p>
<p>Image: Tesla<strong>Image Credits:</strong> Tesla</p>
<div class="lb-trans"><p>图片：特斯拉 <strong>图片来源：</strong> 特斯拉</p>
</div><h2>One million “bots”?</h2>
<div class="lb-trans"><h2>一百万个 “机器人”？</h2>
</div><p>Musk sees Tesla’s future being all about the humanoid robot that it’s developing, called Optimus. Just this week he claimed it could make up as much as 80% of the company’s future revenue.</p>
<div class="lb-trans"><p>马斯克认为特斯拉的未来完全依赖于他们正在开发的人形机器人 Optimus。就在本周，他声称这可能占公司未来收入的 80%。</p>
</div><p>As he became increasingly focused on Optimus, Musk made some pretty wild promises about what that future would look like. One of his core claims was that Tesla will be making one million Optimus bots <em>per year</em> by as early as 2029.</p>
<div class="lb-trans"><p>随着他越来越专注于 Optimus，马斯克对未来的愿景做出了一些相当疯狂的承诺。他的核心主张之一是，特斯拉将在 2029 年之前每年生产一百万个 Optimus 机器人。</p>
</div><p>And yet, Tesla’s board is only asking Musk to deliver one million “bots” total as part of this proposed compensation plan. Tesla also defines “bots” as “any robot or other physical product with mobility using artificial intelligence manufactured by or on behalf of the Company” — though the company’s vehicles do not count.</p>
<div class="lb-trans"><p>然而，特斯拉董事会仅要求马斯克在这一提议的薪酬计划中交付总计一百万个 “机器人”。特斯拉还将 “机器人” 定义为 “任何由公司制造的具有移动能力的人工智能机器人或其他物理产品”——尽管公司的车辆不算在内。</p>
</div><p>The directors seem to agree that Optimus has “the potential to be Tesla’s bestselling product,” and they say it reperesents “the clearest example of how Tesla has the ability to make autonomy benefit all of humanity.”</p>
<div class="lb-trans"><p>董事们似乎一致认为 Optimus“有潜力成为特斯拉的畅销产品”，并表示这代表了 “特斯拉如何使自主技术惠及全人类的最清晰例证”。</p>
</div><p>But the board also notes that “commercialization plans” for Optimus are “still in development,” and Musk now has until 2035 to reach the one million mark.</p>
<div class="lb-trans"><p>但董事会也指出，Optimus 的 “商业化计划” 仍在开发中，马斯克现在有直到 2035 年达到一百万的目标。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://techcrunch.com/wp-content/uploads/2025/07/tesla-india-store-02.jpg/query-dz02ODA" alt="" original-src="https://techcrunch.com/wp-content/uploads/2025/07/tesla-india-store-02.jpg?w=680"/></p>
<p><strong>Image Credits:</strong> Tesla India / X</p>
<div class="lb-trans"><p><strong>图片来源：</strong> 特斯拉印度 / X</p>
</div><h2>Everything else</h2>
<div class="lb-trans"><h2>其他一切</h2>
</div><p>The fourth and final product goal Musk has to achieve is to notch 10 million active subscriptions to Tesla’s Full Self-Driving (FSD) software. It’s arguably the most ambitious product goal. The company does not say how many current owners have paid for FSD, though executives have recently said the adoption rate is in the “teens.” At best, that means anywhere from a few hundred thousand to the low millions of Tesla vehicles have the software installed.</p>
<div class="lb-trans"><p>马斯克需要实现的第四个也是最后一个产品目标是达到 1000 万份特斯拉全自动驾驶（FSD）软件的活跃订阅。这可以说是最具雄心的产品目标。公司并未透露目前有多少车主已支付 FSD 费用，尽管高管们最近表示，采用率在 “十几” 这个范围内。最好的情况是，这意味着大约有几十万到低百万辆特斯拉汽车安装了该软件。</p>
</div><p>Everything else Tesla’s board is asking of Musk is tied to money. Ultimately, Musk needs to help Tesla reach an $8.5 trillion valuation in order to unlock the full value of the compensation package and become a trillionaire himself.</p>
<div class="lb-trans"><p>特斯拉董事会要求马斯克的其他一切都与金钱相关。最终，马斯克需要帮助特斯拉达到 8.5 万亿美元的估值，以解锁整个薪酬包的全部价值，并使自己成为一位万亿富翁。</p>
</div><p>Musk already had grand designs to accomplish something similar. He has often claimed that Tesla could one day become more valuable than Apple and Saudi Aramco combined. At their current valuations, those two companies are collectively worth around $5.5 trillion. But earlier this year, the CEO claimed Tesla could be worth more than the next five most-valuable companies combined — which at the time meant he was aiming closer to the $15 trillion mark.</p>
<div class="lb-trans"><p>马斯克已经有宏伟的计划来实现类似的目标。他常常声称，特斯拉有一天可能会比苹果和沙特阿美的总价值还要高。按目前的估值，这两家公司总共价值约 5.5 万亿美元。但在今年早些时候，首席执行官声称特斯拉的价值可能会超过下五个最有价值公司的总和——这在当时意味着他瞄准的是接近 15 万亿美元的目标。</p>
</div><p>Along with the goal of blowing up Tesla’s valuation, Musk is being asked to increase the company’s earnings to, essentially, $400 billion per year — an enormous figure compared to last year’s earnings of around $17 billion.</p>
<div class="lb-trans"><p>除了提升特斯拉的估值目标外，马斯克还被要求将公司的年收益增加到大约 4000 亿美元——与去年约 170 亿美元的收益相比，这是一个巨大的数字。</p>
</div><p>Lastly, Tesla’s board has asked for two notable assurances from Musk in order to unlock the full value of the compensation package. One is that he must work with the company to develop a plan for how he will be succeeded as CEO of Tesla (and the plan essentially locks him to the company for at least 7.5 years).</p>
<div class="lb-trans"><p>最后，特斯拉董事会要求马斯克提供两个显著的保证，以解锁整个薪酬包的全部价值。其中之一是他必须与公司合作制定一个计划，说明他将如何被继任为特斯拉的首席执行官（该计划基本上将他锁定在公司至少 7.5 年）。</p>
</div><p>The other, buried in a footnote, is that Tesla received “assurances that Musk’s involvement with the political sphere would wind down in a timely manner.”</p>
<div class="lb-trans"><p>另一个则埋藏在脚注中，即特斯拉获得了 “保证，马斯克与政治领域的参与将在适当的时间内结束。”</p>
</div><p>Taken as a whole, it’s a complex agreement with lots of truly pie-in-the-sky ideas about where Tesla could go under Musk’s leadership over the next decade. The same was said about the previous compensation deal that Tesla struck with Musk back in 2018, and yet the company hit all of those seemingly-outrageous goals. (Musk’s award was ultimately dusted by Delaware’s Chancery Court.)</p>
<div class="lb-trans"><p>总体来看，这是一个复杂的协议，包含了许多关于特斯拉在马斯克领导下未来十年可能发展的天马行空的想法。关于特斯拉在 2018 年与马斯克达成的前一个薪酬协议也曾如此，然而公司达成了所有那些看似荒谬的目标。（马斯克的奖励最终被特拉华州的衡平法院推翻。）</p>
</div><p>Still, it’s hard not to notice just how much these new goals appear to come from the company trying to drag its CEO’s promises back down to Earth.</p>
<div class="lb-trans"><p>尽管如此，难以忽视的是，这些新目标似乎是公司试图将首席执行官的承诺拉回现实的结果。</p>
</div>

Musk’s $1T pay package is full of watered-down versions of his own broken promises

- 特斯拉提议为首席执行官马斯克提供 1 万亿美元的薪酬方案。  
- 该方案的目标较马斯克之前的承诺更为宽松，包括到 2035 年交付 2000 万辆汽车。  
- 特斯拉还要求马斯克在未来十年内实现 8500 亿美元的公司估值。  

马斯克的 1 万亿美元薪酬方案充斥着他自己未兑现承诺的简化版本