Elon Musk successfully demanded a trillion - dollar salary, revealed six major goals of Tesla, and the fully - functional FSD will enter the Chinese market next year.

Successfully Demanded Trillions in Salaries! Musk Danced with the Robot.

According to Che Dongxi on November 7th, at the just - concluded Tesla 2025 Annual Shareholders' Meeting, approximately 75% of Tesla shareholders voted to approve Elon Musk's compensation package of up to $1 trillion (about 70 trillion yuan).

This also means that in this "Tesla annual drama," Musk's core demands were met. For this reason, as soon as Musk took the stage and hadn't said a few words, he showed a dance performance with the humanoid robot beside him, which shows his excitement.

▲ Musk Danced with the Robot

However, Musk didn't just focus on his own happiness. He also announced Tesla's overall plans for multiple businesses to the shareholders present, mainly involving six major goals.

Among them, Musk officially announced that three major products will go into production in 2026, namely the robot taxi Cybercab, the Tesla Semi truck, and the humanoid robot Optimus.

The Cybercab will start mass - production next April, with the goal of producing one vehicle every 10 seconds and striving for an annual production of 5 million units. The annual production target for the Tesla Semi truck is 50,000 units. For the key humanoid robot project, Tesla aims to produce about 1 million units annually and control the cost at $20,000 (about 140,000 yuan) per unit.

▲ Tesla Semi Truck

He also put forward some bold ideas. "One day, Tesla cars and Optimus robots will land on the moon. They will also reach Mars and be suitable for Martian cities." He also mentioned, "The same goes for the Cybertruck."

Musk also mentioned the progress of Tesla's FSD in China. He hopes that the full - version of FSD can enter China as early as next February.

In terms of automobile production, Tesla's goal for next year is to increase car production by about 50%, reaching an annual production of 4 million units by the end of 2027.

It's also worth noting that Musk announced that a demonstration of the new - generation Roadster sports car will be held on April 1st next year, which may be further postponed from the previously announced time.

It can be said that at present, when Tesla's new - car sales are facing challenges, Musk didn't directly answer how to boost sales but presented a series of development goals. We can only say that "the future is promising."

Overall, the future technological development revealed by Musk is quite significant. Once these products are put into mass - production, Tesla may bring another big shock to the industry.

01.

Over 75% of Shareholders Approved the Trillion - Dollar Compensation Package

But No Stock Sales Allowed for 7.5 Years

At this shareholders' meeting, Tesla investors voted on multiple proposals. The most concerning one was that the CEO Musk's trillion - dollar compensation package was approved by the shareholders as a whole.

▲ The Atmosphere at the Tesla Shareholders' Meeting was Enthusiastic

However, even if this compensation package is passed, Musk still needs to lead Tesla to meet numerous goals to get the corresponding stock rewards.

This package needs to be unlocked in 12 stages. Each stage requires meeting both the market - value threshold and at least one operational or financial target.

In terms of the market - value target, this compensation package requires increasing Tesla's market value to $8.5 trillion (about 610 trillion yuan) by 2035, nearly six times Tesla's current market - value scale. If this goal is achieved, Tesla's market value may surpass that of all existing large - scale listed companies.

▲ Some Conditions for Achieving Tesla's Compensation Package

In addition to the increase in market value, Musk's compensation for each stage also needs to meet operational or financial indicators simultaneously, including delivering 20 million Tesla vehicles; 10 million paid FSD subscriptions; delivering 1 million humanoid AI robots Optimus; 1 million Robotaxi commercial operations, etc., aiming directly at the expansion of core business.

This compensation bill also requires Musk not to sell any stocks in the next 7.5 years. And once Musk leaves the company, the un - unlocked part will become invalid. It's like firmly "tying" Musk and Tesla together.

From the result, Tesla's board of directors approved this compensation package, indicating that these business KPIs have also received more support from investors.

02.

Announced FSD Goals for the Chinese Market

Hopes for Full Approval Next February

After Musk's compensation package was passed, Musk excitedly took the stage and introduced his plans for Tesla's specific businesses.

Regarding FSD, Musk said, "We are very grateful to European customers for their strong support of FSD because it's very difficult to get approval even for a small - scale trial operation."

▲ Tesla's FSD Performance Upgrade

But he was also regretful. Obviously, most parts of Europe don't support FSD enough. "I've had many frustrating conversations with regulators. We said that we have billions of kilometers of data showing that FSD can improve safety."

Musk promised that Tesla would ask relevant European departments to increase support for FSD. He also mentioned the goal for the Chinese market. "We've launched some FSD functions in China. We hope that the full - version of FSD can enter China around next February or March."

03.

Mass - production of Cybercab Next April

Goal: One Vehicle Every 10 Seconds

In terms of the self - driving taxi Robotaxi, Tesla currently provides Robotaxi services in Austin and the San Francisco Bay Area and plans to expand the service to Nevada, Florida, and Arizona.

Tesla aims to remove safety drivers from the Robotaxi service in Austin by the end of the year.

Tesla has launched the first car specifically designed for self - driving. It's completely robot - driven and doesn't even have pedals or a steering wheel.

Musk announced that the Cybercab will start mass - production next April.

▲ Tesla's Cybercab will Go into Mass - production Next April

Musk emphasized the improvements in the Cybercab's production. Different from any other car, its production line is more like a high - volume consumer - electronics production line rather than a car production line.

▲ Tesla Aims to Shorten the Cybercab's Production Cycle to 10 Seconds

Musk had high expectations for this. "I think we should be able to shorten the production cycle to less than 10 seconds, that is, produce one vehicle every 10 seconds. Maybe it will take a few years to achieve this in the end."

This means that its production capacity may reach an unpredictable level, and it's possible to achieve a production scale of 5 million units.

04.

Launch of the Humanoid Robot in Q1 Next Year

Better than Surgeons

Musk also mentioned the progress of the Optimus humanoid robot.

He first introduced the three major thresholds for the humanoid robot. First, it needs to have a mechanical arm like a human hand. Second, it must have truly powerful functions. Finally, these functions need to meet the needs of the real world. Musk said, "Almost no company can achieve these three points simultaneously."

Regarding the Optimus humanoid robot, Musk believes that once Tesla reaches an annual production of about 1 million units, with the same production scale, the production cost may be around $20,000.

"This will be a very affordable product," Musk said. Optimus will expand Tesla's economic scale by ten times or more.

According to Elon Musk's previous statement, Tesla's Optimus 3 may be launched in the first quarter of 2026. "It won't even seem like a robot. It looks like a person wearing a robot suit, which is exactly what we originally thought of Optimus."

▲ Tesla's Optimus Humanoid Robot

Musk had high expectations for Optimus's application prospects. He said boldly, "Optimus will really eliminate poverty. Optimus will really provide incredible medical services. Optimus will eventually be better than the best human surgeons, with a precision that humans can't reach."

Musk also said, "Maybe at the next annual shareholders' meeting, we'll let Optimus answer some questions."

05.

The New Roadster May be Delayed Again!

Demonstration on April Fool's Day Next Year

In a podcast last week, Musk officially announced that Tesla would hold a "most epic demonstration" for the new Roadster at the end of this year.

However, at today's shareholders' meeting, Musk said that Tesla plans to demonstrate the new Roadster on April 1st next year, and the production of the new car may start about 12 - 18 months later. Maybe Tesla isn't ready to show this long - awaited new Roadster model this year.

In addition to these, Musk also answered some questions from investors. He said that Tesla's FSD transfer function will be extended for at least one more quarter; the overall performance of the AI 5 chip will be 50 times that of the AI 4 chip.

▲ The Overall Performance of the AI 5 Chip will be 50 Times that of the AI 4 Chip

Musk also replied that Tesla's self - developed 4680 battery cells will be widely used in various products, from the CyberCab taxi to the Semi truck and the Optimus humanoid robot.

06.

Conclusion: Tesla Accelerates AI Transformation

This shareholders' meeting not only confirmed again that Tesla is "not just a car company" but also showed the world its progress in the AI and robot fields.

From the substantial progress in self - developed chips to the mass - production of the Optimus humanoid robot and self - driving taxis, Tesla is turning the picture of future technology into reality at a visible speed.

For investors, this is a key signal regarding the growth curve and value anchor. For the industry and users, it's a clear announcement that Tesla, a global leading technology company, has accelerated its pace.

This article is from the WeChat official account "Che Dongxi". Author: Er Yan, Editor: Zhi Hao. Republished by 36Kr with permission.