Given that I have built two companies in widely different fields to trillion dollar plus valuations simultaneously, I am might be getting a few things right once in a while

This shareholder vote decides the future of Tesla and may affect the future of the world. Please let us know if you have any difficulty voting.

AI & robotics is the only way

Stock returns since IPO: Walmart (1970): +3,789,900% Home Depot (1978): +1,385,533% Nvidia (1999): +706,300% Microsoft (1986): +532,800% Oracle (1986): +476,087% Adobe (1986): +165,864% Apple (1980): +245,400% Netflix (2002): +114,765% Cisco (1990): +108,936% Best Buy (1985): +72,130% Nike (1980): +39,400% Costco (1985): +37,700% Tesla (2010): +37,670% FedEx (1978): +30,900% Starbucks (1992): +25,171% Broadcom (2009): +22,863% Mastercard (2006): +14,884% Google (2004) +11,869% Salesforce (2004): +8,991% Shopify (2015): +8,918% Chipotle (2006): +8,836% Visa (2008): +3,001% Domino’s (2004): +2,962% Palantir (2020): +2,414% Facebook (2012): +1,948% Reddit (2024): +677% Robinhood (2021): +228% DoorDash (2020): +160% Airbnb (2020): +87%

Wait until you see what Tesla does with Optimus

Absurdly difficult, but not impossible

If they don’t exit their short position before Tesla reaches autonomy at scale, they will be obliterated

holy fuck. I feel like I just toured Willy Wonkas candy factory.

@Starlink speed test on my @united flight

The fundamental issue is that half of all publicly-traded shares are controlled by passive index funds who, for the most part, outsource their shareholder vote to the advisory firms of ISS and Glass Lewis. ISS and Glass Lewis have no actual ownership themselves and often vote along random political lines unrelated to shareholder interests! This is a major problem that is not just limited to Tesla. For example, they recommend voting against re-electing one of our excellent longstanding directors, Ira Ehrenpreis, for “insufficient gender diversity”, but, at the same time, also recommend voting against re-electing Kathleen Wilson-Thompson!

We pay for outstanding performance – not for promises. In 2018, shareholders approved a groundbreaking CEO Performance Award that delivered extraordinary value. At our Annual Meeting on November 6, Tesla shareholders can vote on a pay-for-performance plan designed to drive our next era of transformational growth and value creation. Seven years ago, @ElonMusk had to deliver billions to shareholders – now it’s trillions. This plan creates a path for Elon to secure voting rights and will retain him as a leader of the company for many years to come. But as explained below, Elon only receives voting rights after he has delivered economic value to you. Your vote matters. Vote “FOR” Proposal 4! For instructions on how to vote, please refer to your proxy materials or visit votetesla.com

Well, this didn't take long 😆 👏👏👏 Tesla adapting the Bylaws to the new Texas laws, see below. Bravo 👏

🎯 Have never heard of a company able to mobilize - in only 4 short days (including a weekend) the commitment of - 5,821 shareholders with - 23,337,127 shares. Retail investors showing their deep appreciation of @elonmusk and @Tesla's Board of Directors. Now Austin bound.

took my first robotaxi tonight, seems like tesla is going to win. they manufacture the cars, pure vision model stack, and the network to deploy them.

Here is a fair warning to State Street: We will know your 2025 vote only end of August 2026, but that is plenty of time before the next shareholder vote for your ETF investors to take action just as we did with Schwab. So give this another deep thought before you vote tomorrow. @StateStreet @StateStreetETFs @StateStreetIM

FSD saves lives. It happened to me tonight. Going through New Mexico from the Tesla Shareholders' meeting, the head-on collision (75 mph) with oncoming traffic was averted. Just a broken mirror, busted window, and a bit of a shaken mind. Thank you Elon, thank you Tesla, thank you cybertruck.

Join @xAI and help build a purely AI software company called Macrohard. It’s a tongue-in-cheek name, but the project is very real! In principle, given that software companies like Microsoft do not themselves manufacture any physical hardware, it should be possible to simulate them entirely with AI.

JUST IN: Elon Musk tells advertisers who are trying to blackmail him to "go fu*k yourself."

Tesla has just generated its first customer revenue from driverless vehicles!

Tesla is worth more than all other automotive companies combined. Which of those CEOs would you like to run Tesla? It won’t be me.

Nearing completion of our first LFP cell manufacturing factory in North America

You are a taker, not a maker. All you’ve done your whole life is take from the makers of the world. The zero-sum mindset you have is at the root of so much evil. Once you realize that civilization is not zero-sum and that it is about making far more than one consumes, then it becomes obvious that the path to prosperity for all is just let the makers make. Regarding Tesla, the reality is that I have been given nothing. However, if I lead Tesla to become the most valuable company in the world by far and it stays that way for 5 years, shareholders voted to award me 12% of what is built. Anyone who wants to come along for the ride can buy Tesla stock. If Tesla “merely” becomes a $1.999 trillion dollar company, I get nothing. This is a great deal for shareholders, which is why they voted so overwhelmingly to approve this, for which I am immensely grateful. And they did so by a margin far more than you won your political seat.

Nearly every single @Tesla employee is an owner/shareholder of the company. Tens of thousands of them have had a life-changing experience as a result of the company/stock growth. Some truly inspiring stories…our employees work very hard and are positively changing multiple industries. I don’t speak for any of them, but i am personally disgusted by these lawyers and I’d be surprised if my 130,000+ colleagues aren’t equally disgusted.

I stand by my prediction that, if Tesla executes extremely well over the next 5 years, that the long term value could exceed Apple and Aramco combined

NEWS: A "vision expert" at a rival autonomous vehicle startup said "annoyingly...Elon is right" about the pros and cons of using sensor fusion (camera + Radar + LiDAR) vs. @Tesla's vision only camera based approach for its robotaxi fleet, according to Morgan Stanley's Adam Jonas. Adam believes investors may be overlooking the potential benefits of Tesla’s minimalist sensor approach, intentionally leaving out LiDAR to push the fleet toward a fundamentally different and more scalable way of learning.

Caroline--everything you are attempting to misrepresent from my youth pales in comparison to the far more irresponsible decision I made later in life... getting into politics. This isn’t investigative journalism nor is this new information. The details you are referencing were publicly disclosed in March and again in April as part of my Senate questionnaire (receipt link below). I am a moderate and donated to both parties for different reasons...my largest contribution was to President Trump--because I support many of his policies. I definitely did not like the direction this country was going over the last 4 years. But what exactly is the fight about? The President made his decision. I respect him and I am moving on. I have never spoken against the President. I have never voted against him. I didn’t enter politics to fight with you or Steve Bannon—or to enrich SpaceX or myself and I did divest all my aerospace equity even at Shift4. I got involved because I have lived the American dream--I owe this country and I wanted to serve the President by advancing American leadership in space. I understand this is politics and that you may feel compelled to settle scores...but your latest posts are false and libelous... I am not your enemy but you should delete them. I support the President and I will continue doing everything I can to advocate the competitiveness of our nation 🇺🇸 commerce.senate.gov/services…

Absolutely

I remain firm in my prediction that Elon is planning to deploy solar and batteries at absurdly massive scale. Not sure when but within 5 years. Maybe we start seeing signs within 3 years.

It’s not about “compensation”, but about me having enough influence over Tesla to ensure safety if we build millions of robots. If I can just get kicked out in the future by activist shareholder advisory firms who don’t even own Tesla shares themselves, I’m not comfortable with that future.

#GigaBerlinBrandenburg @elonmusk announced today during his visit to GigaBerlin that a 25k € Tesla will be built here.🔥🚗

Thanks!

Over 44 million images created by Grok Imagine for users vs 22 million yesterday!

Robyn Denholm has presided over an 8x return for shareholders over the last five years — I think she knows how to do her job better than anyone at the New York Times

⚠️JUST IN: *SAUDI ARABIA CUTS CRUDE PRICES TO ALL REGIONS AMID DEMAND CONCERNS 🇸🇦🇸🇦 $CL_F #OOTT

Can someone confirm that this is the complete list of all Schwab ETF’s that followed Glass Lewis recommendations to vote against both the 2018 vote on Elon Musk's pay package and the 2024 reconfirmation vote? These six ETF’s represent about 7 million $TSLA shares, all voting against. Schwab U.S. Broad Market ETF Schwab U.S. Large-Cap ETF Schwab U.S. Large-Cap Growth ETF Schwab Fundamental U.S. Broad Market ETF Schwab Fundamental U.S. Large Company ETF Schwab 1000 Index ETF Source: votedisclosure.glasslewis.co…

First Cybertruck built at Giga Texas! 🤠

I know that Tesla wants to sell EVs to India but US-India import tariff is like 100%. Elon want to negotiate this as well as building factory in India but it is not going well. South Korea also has an FTA with India called CEPA. Under this agreement, cars made in S.Korea are subject to a 1-5% tariff when exported to India. So I guess that Elon is using Korea as a bargaining chip. That's all. The reason I think a Tesla factory in Korea is unlikely is because of the notoriety of Korean auto unions, and I'm sure Elon knows this.

Elon CONFIRMS compact production line in Texas... this may come out sooner than many of us were expecting.

Cybertruckin'

Options to get to dinner tonight: Walk: Free Bus: $3 per person Robotaxi: $3.82 UberX: $9.93 Lyft Standard: $10.85 Waymo: $21.54 ($11.54 w/ $10 off referral) Low cost per mile will be disruptive. People will own cars way less if autonomy makes it this cheap to get around.

Put me in the back seat coach. It’s ready. @elonmusk

The public vote is unequivocally in favor of Texas! Tesla will move immediately to hold a shareholder vote to transfer state of incorporation to Texas.

Why we think Elon's pay package could be a win-win-win. Grow the pie, create abundance.

This is insulting to shareholders

⏰ 💥24 hours left to participate in the Shareholder Proposal💥 Below is the final text, and in the comment you find the link to the form to participate. Also there is a chart how we compare to some institutions. Status update: - 5,150 retail shareholders participated so far with - 20,820,485 shares So proud of you all. Letter will be sent to Tesla on Monday. A great shoutout to @amy787 who initiated this. We made a great team. The text only changed marginally, but if anyone wants to opt out, DM me, or send an email (in my Linktree).

Move your company out of Delaware before they lock the doors, as they just did with Tripadvisor

Model Y Standard & Model 3 Standard are here

The Shareholder Proposal sign up is now at - 3,964 retail shareholders holding - 17,389,124 shares. This chart shows how we compare. Proud of us! Two more days to go @amy787

Tesla still above their long-term 50% CAGR, set in 2020 $TSLA

A Letter to Our Shareholders on the 2025 CEO Interim Award Dear Fellow Tesla Shareholders, Today we announce an important first step in compensating Elon Musk for his extraordinary work at Tesla. As you know, Elon has not received meaningful compensation for eight years since the 2012 CEO Performance Award was last earned in 2017. Despite overwhelming support from you in 2018 and again in 2024, our legal efforts continue in the Delaware courts to reinstate the 2018 CEO Performance Award. Despite these legal challenges, we can all agree that Elon has delivered the transformative and unprecedented growth that was required to earn all milestones of the 2018 CEO Performance Award. This growth has translated into immense value generated for Tesla and all our shareholders. To recognize what Elon has accomplished and the extraordinary value he delivered to Tesla and our shareholders, we believe we must take action to honor the bargain that was struck in 2018. After all, “a deal is a deal.” Thus, as evidence that Tesla is committed to honoring its promises in the 2018 CEO Performance Award and intends to compensate its CEO for his future services commensurate with his contributions to our company and shareholders, we have recommended this award as a first step, “good faith” payment to Elon. Delaware litigation continues to loom over us after seven years. As we told you last year, the 2018 CEO Performance Award resulted in a $2.3 billion stock-based compensation charge to Tesla but brought about $735 billion of increased market capitalization. Despite delivering such extraordinary returns, that award continues to be in legal limbo despite two separate shareholder votes supporting it by large margins. Furthermore, we have no clear timeline for resolution, as we are still waiting not only for a ruling, but a hearing date to be heard in front of the Delaware Supreme Court.  Rewarding Elon for what he has done and continues to do for Tesla is the right thing to do. Retaining Elon Is More Important Than Ever Before Today, Tesla is at a critical inflection point that has the potential to create continued extraordinary value for you, the shareholders. Through Elon’s unique vision and leadership, Tesla is transitioning from its role as a leader in the electric vehicle and renewable energy industries to grow towards becoming a leader in AI, robotics and related services. To succeed, it requires a leader who combines strategic foresight, adaptability, and relentless execution to outperform competition and inspire the team. Elon has demonstrated these unmatched leadership abilities time and time again with his unparalleled track record of delivering shareholder value since he joined as a founding figure and spearheaded the transformation of our extraordinary company. And while these impending changes are exciting, the outcomes are not guaranteed. It is imperative to retain and motivate our extraordinary talent, beginning with Elon. The war for AI talent is intensifying, with recent months including multi-billion-dollar acquisitions of companies and nine-figure cash compensation packages for non-founder, individual AI engineers. Even among this group of highly talented individuals, no one matches Elon’s remarkable combination of leadership experience, technical expertise, and, arguably most importantly, decades-long proven track record of building the most revolutionary and profitable businesses across different industries. While we recognize that Elon’s business ventures, interests and other potential demands on his time and attention are extensive and wide-ranging, including his leadership roles at xAI, SpaceX, Neuralink, X Corp., and The Boring Company as well as his other interests, we are confident that this award will incentivize Elon to remain at Tesla and focus his unmatched leadership abilities on further creating shareholder value for Tesla shareholders and attracting and retaining talent at Tesla. To be clear, losing Elon would not only mean the loss of his talents but also the loss of a leader who is a magnet for hiring and retaining talent at Tesla. The Special Committee believes now is the right time to take decisive action to recognize the extraordinary value that Elon created for Tesla shareholders. As such, the Board (with Elon and Kimbal Musk recusing themselves), has unanimously approved a recommendation from the Special Committee of the Board to grant Elon an award of restricted stock equal to approximately one-third of the compensation he earned under the 2018 CEO Performance Award. The award provides the following provisions: • 96 million restricted shares of stock, subject to Elon paying a purchase price upon meeting a two-year vesting term, to be delivered after receipt of antitrust regulatory approval; • The purchase price will be equal to the split adjusted exercise price of the stock options awarded to Elon under the 2018 CEO Performance Award ($23.34 per share); • A requirement that Elon serve continuously in a senior leadership role at Tesla during the two-year vesting term; • A pledging allowance to cover tax payments or the purchase price; • A mandatory holding period of five years from the grant date, except to cover tax payments or the purchase price (with any sales for such purposes to be conducted through an orderly disposition in coordination with Tesla); and • If the Delaware courts fully reinstate the 2018 CEO Performance Award, this interim award will be forfeited or returned or a portion of the 2018 CEO Performance Award will be forfeited. To put it simply, there cannot be any “double dip.” Elon will not be able to keep this new award in addition to the options he will be awarded under the 2018 CEO Performance Award should the courts rule in our favor. The Special Committee, consisting of the two of us, was formed earlier this year to consider how best to retain and incentivize Elon in a manner that aligned with the best interests of the Company. The Special Committee and the Board deliberated carefully over the decision to grant this interim award against the backdrop of the ever-intensifying AI talent war and Tesla’s position at a critical inflection point. We believe it directly addresses a top concern and priority for shareholders and the Board alike: energizing and focusing Elon on Tesla so he can propel Tesla into its next era of growth, while we continue the legal campaign to have the 2018 CEO Performance Award reinstated. This interim award is structured to incrementally increase his voting rights upon grant, which he has repeatedly told us—and shareholders have confirmed—is an important part of incentivizing him to stay focused on the critical work we are doing here at Tesla. We believe this is a vital consideration, and we used the tools currently available to us—our existing equity incentive plan—to grant this award. We would also like to stress that prior to recommending this award, we reviewed your letters, read your X posts, and considered the direct feedback we have received from many of you in order to align our recommendation with your expressed views. From those communications, we know that one of your top concerns is keeping Elon’s energies focused on Tesla. This award is a critical first step toward achieving that goal, although it is limited by the capacity of our current equity incentive plan. As such, we are also working on next steps to address that issue. Still, while our work remains ongoing, we feel it is important to communicate directly and transparently with you all, our shareholders and Tesla’s owners. The Special Committee continues our work to address a longer-term CEO compensation strategy, which we plan to put to a shareholder vote at the November 6 annual meeting. Thank you for your continued support of Tesla and stay tuned for more information as we get closer to our shareholder meeting. Very truly yours, Robyn Denholm & Kathleen Wilson-Thompson Members of the Special Committee of the Board of Directors

A Norwegian MP has nominated Elon Musk for the Nobel Peace Prize for his work to champion free speech.

Tesla chair Robyn Denholm and other board members are meeting this week with $TSLA's largest institutional investors which include Vanguard, BlackRock and State Street, to lobby for the plan ahead of a vote on November 6 🙏

BREAKING: First time seeing the @robotaxi drop off at the San Jose International Airport. I got dropped right in front of the terminal at Arrivals. The Robotaxi was able to navigate airport employees guiding traffic. Pretty cool to see the Robotaxi’s first airport unlock.

Proxy advisors never walk on the factory floor nor build anything meaningful in life. They are, at best, armchair relicts. You are, in fact, more competent than those “advisors”. Don’t let fools decide your destiny.

Battery degrades by 12% after 200,000 miles of usage.

With this new discount it means this Model 3 below now start at $29,620 including the federal EV tax credit (for those eligible). Include local incentives from states like California or Colorado and the price can get down to about $24,620. A Honda civic starts at $23,750.

⚡️THANK FUCK ⚡️ It passed.