“The most important takeaway for us is how having Elon Musk committed to Tesla for the long term is critical for attracting and retaining the world class AI and robotics talent needed to execute Master Plan 4. This is even more important as several other multi-trillion-$ firms and startups compete for the same talent.” (Morgan Stanley, September 16, 2025)

“[The 2025 CEO Performance Award] could be worth more than $1 trillion if – and only if – [Tesla] achieves eye-opening milestones that would make it one of the most valuable in history … The deal is the most honest attempt at pay-for-performance by any company out there.” (The New York Times “DealBook” Newsletter, September 5, 2025)

“Tesla shareholders including employees stand to benefit if Mr. Musk achieves the incentive package’s milestones. Society would also profit from Tesla innovations that improve living standards.” (The Wall Street Journal, September 17, 2025)

“Tesla’s new incentive plan for Elon Musk signals he is here to stay and win. If he can pull off the long-term goal of an $8.5 trillion market cap company, this would be an incredible achievement and aligned with shareholders.” (William Blair, September 5, 2025)

“[Elon] is our Einstein.” (CNBC; “Squawk Box,” January 22, 2025)

“Optimus is, I think, going to be the greatest product in the history of humanity.” (All-In Summit, September 9, 2025)

“Elon Musk has always talked about wanting Tesla to be the most valuable company in the world. This is a pay package that incentivizes him to get there. And if he gets there, shareholders will also get there.” (Bloomberg TV; “Bloomberg Technology,” September 5, 2025)

“The pay package is more than a comp plan. It is a roadmap to where Tesla under Musk wants to go for the next decade with incentives to reach increasingly harder and harder heights.” (The Wall Street Journal, September 5, 2025)