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Re: krisrun post# 100527

Friday, 11/07/2025 10:26:16 AM

Friday, November 07, 2025 10:26:16 AM

Post# of 102430
Glad the pay package got passed, as someone said earlier without Elon Tesla is toast.
very low risk decision. I dont se any of the milestones being hit , may be $2T at some point if they can monetize xAA as part of Tesla.
EV and robotai business stalling
Optimus late many competitors including BVDIA already shipping, no Unique selling point
Not sure what Cathy and others see as far as really big businesses. They may well get released but the headstart advantage that the cars had is not there.

So board signed the deal to keep him but very unlikely they have t pay anything and if they do - it means I am wrong about the market for robotaxi and or humanoid robots
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