Tesla CEO Elon Musk’s compensation package is a done deal, and now we are immersed in the waiting game. Was it only two years ago in which Master Plan 3 was released, with its laser focus on sustainable energy? Not anymore. Now Musk is pushing agendas for AI, robots, and self-driving cars. His vision for long-term vehicle sales growth at Tesla is wrapped up in trying to achieve full self-driving (FSD) capability and robotaxi deployment.

A repeated headline about Tesla this morning read, “Could Buying Tesla stock today set you up for life?” It’s a company that is seeing its research and development costs rise 57% at the same time as its operating margin is tumbling. Yet Musk continues to insist the company’s future lies beyond electric vehicles. Achieving those goals is going to be very expensive. READ MORE