Tesla’s $1 Trillion Question

Tesla’s $1 Trillion Question

Tesla shareholders vote on November 6 on a performance award for Elon Musk that could be worth up to $1 trillion. I break down what the plan pays for, why the board says Tesla risks losing Musk if it fails, where CalPERS and ISS land, and how ownership and autonomy targets shape the outcome. Sources include Reuters, the Financial Times, and new statements from CalPERS ahead of the Austin meeting.

Episoder(1205)

How Intel's CEO Got Richer While Rescuing the Company

How Intel's CEO Got Richer While Rescuing the Company

Intel CEO Lip-Bu Tan pitched the company's board on buying an AI startup where he serves as chairman and holds a financial stake. The board said no, citing a conflict of interest. Then a bidding war w...

11 Des 202510min

AI Risk Is Off the Charts

AI Risk Is Off the Charts

At Abu Dhabi Finance Week, executives managing trillions of dollars debated whether AI stocks are worth their sky-high prices. Jenny Johnson of Franklin Templeton compared the frenzy to the gold rush....

11 Des 20258min

Google Gemini 3 Just Changed the AI Race

Google Gemini 3 Just Changed the AI Race

Sam Altman declared a "code red" at OpenAI after Google's Gemini 3 launched to widespread praise. Marc Benioff switched from ChatGPT after three years. We break down how OpenAI lost its lead, why its ...

10 Des 202513min

Slack’s CEO Heads to OpenAI

Slack’s CEO Heads to OpenAI

Slack CEO Denise Dresser will become OpenAI’s chief revenue officer next week, overseeing its enterprise unit and reporting to COO Brad Lightcap, while Slack appoints chief product officer Rob Seaman ...

10 Des 202513min

Is SpaceX Building a Phone Carrier?

Is SpaceX Building a Phone Carrier?

A trademark filing for “Starlink Mobile,” and I break down what that name implies, how a consumer phone service could work, and the practical signals to watch if SpaceX moves from brand to launch.Join...

9 Des 202515min

Elon wants to abolish the EU

Elon wants to abolish the EU

NEW COMMUNITY - https://stan.store/wilwaldonThe EU fined X 120 million euros under the Digital Services Act for deceptive design and transparency failures, and Elon Musk responded by saying the Europe...

9 Des 202523min

"Blue Origin Sucks"

"Blue Origin Sucks"

The Starship system is a fully reusable, two‑stage‑to‑orbit super heavy‑lift launch vehicle under development by SpaceX. The system is composed of a booster stage named Super Heavy and a second stage,...

8 Des 20258min

SpaceX Starship Flight Update

SpaceX Starship Flight Update

The Starship system is a fully reusable, two‑stage‑to‑orbit super heavy‑lift launch vehicle under development by SpaceX. The system is composed of a booster stage named Super Heavy and a second stage,...

7 Des 20259min

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