Good that it's not just market cap I suspect he'd find some way to get there.

I also dont doubt if it just came down to it they could claim 1m robotaxis with some words nothing ("Supervised" or "Robotaxi capabilities") whatever state it actually is in, the robots will be trickier.

Those targets don’t seem like they would generate in excess of $1 trillion in profits. Not entirely sure they would generate that much in revenues, so why wouldn’t Elon just buy that many robotaxis and AI bots himself as a profitable strategy to unlock his comp package?

According to the chart in the linked document, Elon’s 2012 compensation plan captured 8% of the increased shareholder value. His 2018 plan captured 8.9% of the increased shareholder value, and this 2025 plan captures 13.3% of the increased shareholder value. I guess it is getting harder and harder to get him to focus.

Also, I don’t see anywhere in this incentive package where Tesla has to continue manufacturing EVs, or any vehicles at all. A joint venture with someone that provides the vehicle, ICE or EV, while Tesla adds the AI self driving tech, slaps their logo on the hood, and puts it into service via their own channels will count toward these incentives.

Anything to keep him from starting a viable third party of any kind.