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Hiltzik: That $1-trillion Tesla pay package for Elon Musk isn't as bad as you think. It's worse
Yahoo Finance· 2025-09-16 18:00
He's not there yet — the proxy statement places his share ownership at 19.7% as of Aug. 29. If all the benchmarks in the new package were fully achieved, however, that would bring him shares equivalent to an additional 12% of the company, thereby meeting his demand.Musk has threatened before to turn his back on Tesla if he isn't satisfied with his level of authority. Last year, he intimated by tweet that he might not be inclined to develop AI capabilities within Tesla, as opposed to at his other companies, ...
'Daddy Is Very Much Home,' Says Elon Musk, Reiterating Commitment To Tesla Amid $1 Billion TSLA Stock Buy - Tesla (NASDAQ:TSLA)
Benzinga· 2025-09-16 16:50
Tesla Inc. TSLA CEO Elon Musk reiterates his commitment to the EV giant and his other ventures amid TSLA stock rally fueled further by his $1 billion share purchase.Elon Musk Shares Busy ScheduleA user, Greggertruck, took to the social media platform X on Monday, hailing Musk and Tesla's recent stock rally that saw the share price cross the $400 mark on the NASDAQ.The billionaire responded to the post by saying, "Daddy is very much home." Musk then said that he was "burning the midnight oil" working with th ...
马斯克光环加持下特斯拉(TSLA.US)重回400美元上方!基本面仍存隐忧之际长期行情待考量
智通财经网· 2025-09-16 16:03
这一情况在年底可能更为严峻,因为本月底后特斯拉将失去联邦税收抵免。与此同时,Model Y改款未达市场高预期、2023年推出的Cybertruck在销量增长 方面令人失望,且电动汽车市场的竞争仍在不断加剧。 有分析人士认为,在特斯拉最基本的电动汽车业务持续承压之际,该股股价重回400美元上方似乎更多是基于对马斯克的信任,而缺乏基本面支撑,自动驾 驶出租车业务和机器人业务增长的速度还不足以快到填补电动汽车业务增长放缓留下的空白。 智通财经APP获悉,受外界对首席执行官马斯克1万亿美元薪酬方案以及近期斥资10亿美元买入自家股票的乐观情绪推动,特斯拉(TSLA.US)周一收涨3.56% 至410.04美元,为今年2月以来首次突破400美元大关,且盘中一度涨至425.70美元。 特斯拉在上周五大涨7.36%,原因是该公司董事会给出的前所未有的1万亿美元薪酬方案表明了其对马斯克的坚定支持,视马斯克为推动特斯拉向人工智能 及机器人公司转型的"世代领袖"。 特斯拉在周一走高则是因为马斯克斥资10亿美元增持自家股票。这是马斯克近年来首次在公开市场上进行大规模增持,被市场解读为看好特斯拉发展前景, 提振了投资者信心。 然而,尽 ...
Tesla Reports Best Week Of The Quarter After Securing 15.4K New Insured Registrations In China - Tesla (NASDAQ:TSLA)
Benzinga· 2025-09-16 15:40
Tesla Inc. TSLA reported the best week of the quarter so far in the Chinese domestic market amid Elon Musk’s $1 billion stock purchase.Check out the current price of TSLA stock here.Tesla Sales Grow In ChinaThe company recorded 15.4K new insured registrations in the Chinese market, up 7.3% compared to last week and 34.4% against the previous quarter, according to data shared by influencer Roland Pircher on X on Tuesday. The data translates to Tesla's best week of the quarter so far, but sales are still down ...
Ross Gerber Takes Aim At Elon Musk, Urges Tesla CEO To Buy 12% More Equity 'Instead Of Taking It From Shareholders' - Tesla (NASDAQ:TSLA)
Benzinga· 2025-09-16 14:41
Investment firm Gerber Kawasaki's co-founder, Ross Gerber, wants Tesla Inc. TSLA CEO Elon Musk to buy more equity in the EV giant after $1 billion stock purchase, which led to the stock surpassing the $420 price mark briefly.Why Take From Shareholders, Asks Ross GerberTaking to the social media platform X on Monday, Gerber shared his thoughts on the stock rally following Musk's purchase in a series of posts."If he can afford to buy the stock why doesn't he just buy the other 12% he wants instead of taking i ...
对话朱人杰:特斯拉前制造总监创业造车,要走马斯克未竟之路
晚点LatePost· 2025-09-15 20:20
汽车制造效率演进 - 行业领导地位更迭源于制造方式更新 从福特流水线到丰田精益生产再到大众模块化平台[4] - 特斯拉将工厂作为产品打造 追求更快产线节拍 引入一体化压铸和开箱工艺等创新[4] - 特斯拉上海工厂实现35秒生产一台Model Y 设备开动率达98% 2020-2024年累计生产320多万台车[46][60] 特斯拉制造体系变革 - 2024年特斯拉裁员1.4万人 三电副总裁巴格里诺等核心管理层离职[4] - 马斯克砍掉采用开箱工艺的Model 2项目 被解读为对电动车失去兴趣[5] - 得州工厂仍在探索模块化造车工艺 重心转向Cybercab和Robotaxi[6][14] 朱人杰的职业轨迹 - 曾任特斯拉制造工程总监 参与上海工厂建设及Model 3/Y/Cybertruck量产[6][12] - 在特斯拉实现35秒/台生产节拍 后因新车项目被砍选择离职[12][13] - 拒绝重返特斯拉及多家车企邀约 选择加入山子有谦任CEO[31][33] 山子有谦的产品战略 - 首款车V17定价1万美元内 车长4.5米 采用增程动力面向下沉市场[36] - 产品追求极致简化 取消自动泊车/氛围灯 曾考虑取消空调和面漆[36] - 通过电商平台直销模式省去线下门店成本 目标用户包括二手车和老头乐用户[38] 制造效率创新方向 - 制约生产效率因素包括传输方式和总装自动化 特斯拉测试磁悬浮传输达17-18秒/台[48] - 不锈钢车身可省去涂装环节 Cybertruck实践节省三分之二车间投资[49] - 理想工厂目标: 产品定型后产线快速生成 通过AI模型替代人工调试[63] 人力资源与管理哲学 - 寻求有"反骨"的资深人才 反对官僚主义 审批流程控制在2层内[56] - 通过工艺设计降低劳动强度 目标10年内解放总装线工人[60] - 不采用马斯克的极端管理方式 选择相信团队正向积极性[55]
对话朱人杰:特斯拉前制造总监创业造车,要走马斯克未竟之路
晚点Auto· 2025-09-15 19:36
特斯拉制造理念与效率革新 - 特斯拉将工厂视为核心产品 致力于打造"制造机器的机器" 通过一体化压铸和开箱工艺等创新大幅提升生产效率[2] - 上海工厂实现35秒生产一台Model Y的极限节拍 设备开动率达98% 2022年产量占特斯拉全球总产量的54%[25][43] - 马斯克设定5秒下线一台车的制造效率终极目标 并推动流水线连续运动无停顿的生产理念[4][20] 朱人杰职业轨迹与行业影响 - 朱人杰作为特斯拉制造工程总监 深度参与上海工厂建设及Model 3/Y/Cybertruck量产 被业内评价为"最好的汽车工厂厂长"[4][6][9] - 其制造方法论融合大众体系化流程与特斯拉极限思维 主张"产品简单化推动工艺简单化"以实现效率极致化[4][28] - 因特斯拉取消采用开箱工艺的廉价车项目而离职 认为该决策使汽车制造创新探索受阻[3][10] 山子有谦造车战略与产品定位 - 公司首款车型V17定位1万美元增程车 瞄准下沉市场代步需求 具备4.5米车长、智能网联功能但精简自动泊车等配置[33][34] - 通过零件数量最小化、工艺极简化实现成本控制 当前成本较目标高出20% 但依托自有电驱总成子公司保障供应链[34] - 创新销售模式拟与互联网平台合作线上化销售 规避传统线下门店成本 目标用户包括二手车及老头乐消费群体[35] 汽车制造效率技术演进 - 制约生产效率的关键因素包括传输方式(测试中磁悬浮传输达17-18秒节拍)和总装环节自动化瓶颈[45] - Cybertruck采用不锈钢车身省去涂装环节 降低三分之二车间投资 虽存在表面质量争议但代表材料创新方向[46][47] - 一体压铸技术存在模具寿命短(约7-8万套)、高温高压工艺安全性等局限 山子计划仅应用于纵梁等小型部件[48] 新型工厂与人力管理理念 - 理想工厂需实现产线AI化 通过专用模型替代虚拟调试 使产品到产线近乎无缝生成 大幅缩短建厂周期[60] - 反对通过压榨劳动力提升效率 主张通过工艺优化和自动化降低劳动强度 目标10年内解放总装线工人[56][57] - 招聘策略聚焦具备"反骨"特质的高级人才 拒绝官僚主义 强调跨部门协同和就事论事的工作氛围[53]
Gary Black Says Removal Of Safety Monitors Would Allow Tesla To Scale Robotaxis Up To 'Thousands' — Expects Strong Q3 Performance - Tesla (NASDAQ:TSLA)
Benzinga· 2025-09-15 18:24
The Future Fund LLC's managing director, Gary Black, thinks that Elon Musk's ambitious goal to remove the onboard safety monitor on all Tesla Inc. TSLA Robotaxis by the end of the year is the main catalyst for the company's stock amid proposed regulatory ease.Scaling Tesla's Robotaxi OperationsTaking to the social media platform X on Sunday, the investor shared his insights into the recent stock surge experienced by the EV giant following news that the company would beat analysts’ delivery expectations for ...
Tesla Gigafactory In Germany To Boost Production In Q3, Q4 Amid 'Very Good Sales Figures' - Tesla (NASDAQ:TSLA)
Benzinga· 2025-09-15 16:44
Tesla Inc.'s TSLA Gigafactory near Berlin in Germany has said that it would adjust its production figures, anticipating a surge in demand during the third and fourth quarters of the year.Check out the current price of TSLA stock here.Strong Sales FiguresThe news was shared by Tesla's head of production in Germany, André Thierig, on Sunday outside the Gigafactory in Grünheide outside Berlin in a statement to local news agency Deutsche Presse-Agentur (DPA), cited by Reuters. "We currently have very good sales ...
给马斯克开1万亿美元薪资,特斯拉董事长游说股东:只有天价才能留住他
搜狐财经· 2025-09-15 16:11
据报道,特斯拉董事长罗宾·邓霍姆在近期采访中称,将竭力为公司首席执行官埃隆·马斯克争取天价待遇,目标是在11月6日的股东大会上推动通过一份潜在 价值高达1万亿美元的薪酬方案,以确保他未来十年继续掌舵。 这已是18个月内邓霍姆第二次为马斯克争取巨额薪酬,逻辑直白:只有开出天价才能留住他,否则他可能随时离开特斯拉。 邓霍姆在特斯拉董事会任职11年,其中近7年担任董事长。2016年,她在说服投资者批准收购一家陷入困境的太阳能公司时发挥关键作用,此举被马斯克视 为推动特斯拉转型的重要一步,但也引发外界争议。 去年,特拉华州衡平法院两度撤销了马斯克2018年的价值超500亿美元的薪酬方案。法院在判决中指出,该方案的审批过程"受马斯克影响、缺乏透明度", 董事会并未展现应有的独立性。2024年6月,特斯拉试图通过股东再次投票来弥补缺陷,但法官认为公司披露材料中存在"多处重大失实陈述",股东并非在 充分知情的情况下表决,程序和实质公平性均未达标,薪酬方案必须撤销。 ▲特斯拉CEO埃隆·马斯克 不过,为了兑现这份史无前例的薪酬方案,马斯克必须完成一系列堪称"天文数字"的目标,其中包括特斯拉要在未来部署100万辆自动驾驶出租车 ...