With his stake rising from 12.4% to 18.1%, and a potential path to 25% voting power through the newly approved 2025 Performance Award, Musk now has the “influence” he demanded to turn Tesla into a robotics giant.
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The “Safety” Mandate: Musk has explicitly stated he needs ~25% voting control to ensure AI and robotics are developed safely. This control prevents “activist shareholders” from potentially forcing a pivot away from high-risk, high-reward AI projects like Optimus.
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The 2026 AI Roadmap: Tesla is currently at what Musk calls an “inflection point.”
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Optimus: Aiming for 50,000 to 100,000 units in 2026.
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Robotaxis: Scaling to 10 American metros by the end of 2025, with a massive commercial push in 2026.
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Talent Retention: Analysts (like those at Morgan Stanley) suggest that Musk’s locked-in leadership is critical for attracting the top-tier AI talent needed to compete with firms like Nvidia and OpenAI.
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