“have you noticed that Tesla’s voice still hasn’t improved much recently?” “it seems to be a little weak.
” Before, every day on the hot search, Musk casually tidbits, the media are scrambling to report.
Now, people seem to turn their attention to things like Xiaomi, Huawei and BYD.
” The highlight moment belonging to this American new energy car company is gradually coming to an end.
” It is by no means apocryphal.
A dialogue at the beginning of the article took place during the communication with colleagues at the company’s topic selection meeting last Friday.
As for the cause, it is because with the end of Tesla’s 2024 shareholders’ meeting, there does not seem to be much discussion in the industry, especially compared with the previous hot years.
This time, the only thing that left an impression was the success of Musk, the “richest man in the world”.
He got a sky-high reward equivalent to more than 400 billion yuan, and moved Tesla’s registered address from Delaware to Texas.
In fact, looking back at the development logic of the event itself, it is very simple and clear.
As early as 2018, Tesla approved the “pilot” ‘s 10-year long-term salary package, including 12 sets of market capitalization and business targets.
If Musk can achieve it all, he will receive 12% of the company’s stock options as a reward, with a total value of about $56 billion by then.
Of course, if Musk fails to touch it, he will eventually work for Tesla empty-handed.
There is no doubt that the benefits and risks of this “bet” are huge.
For example, the compensation package requires Tesla to have a market capitalization of more than $650 billion, compared with less than $60 billion in 2018, a difference of more than 10 times.
Coupled with more “abnormal” numbers, it is an almost impossible task in the eyes of onlookers.
But what no one expected was that shortly after the salary package was announced, Musk, who “beat the chicken blood”, started a very focused frenzy mode, leading Tesla quickly into the soaring fast lane.
With the successive launch of two cross-era volume models, the Model 3 and Model Y, as well as the landing and commissioning of the Shanghai super factory, it has led the rise of new energy vehicles around the world.
Tesla, who accounts for all the weather, geography and people, has a market capitalization of more than one trillion US dollars in 2021 and sold 1.
43 million new cars in 2022.
Musk ushered in the highest light node and was almost surrounded to the altar.
Perhaps with these honors as an endorsement, the “helmsman” firmly believed that the sky-high salary was basically certain, and that he, who was somewhat belittling the enemy, gradually distracted all his energies from Tesla.
After entering 2023, with the increasingly fierce competition in the global new energy market and more and more challengers staring covetously at this American new energy car company, the good days of lying comfortably and making money are over.
Although from the phased results, Tesla’s delivery volume still reached 1.
8 million vehicles, but similar to the decline in gross profit margin of bicycles, the decline of overall operating efficiency, the weakening of the competitiveness of key segments are all indisputable facts.
In short, many stubborn diseases are clearly on the table, and danger signals are emerging one by one.
Unexpectedly, by this year, a bigger hidden danger has completely erupted.
In the past quarter, Tesla not only delivered far less than expected, but also showed a decline in several key data in the financial report.
The knock-on effect is that the company’s market capitalization continues to shrink and the outside world’s criticism of Musk has become extremely fierce.
As early as January this year, the “backstab” had already hit.
A Delaware judge declared Musk’s pay package invalid on the grounds that it was “unfair to shareholders”.
In response, Musk directly said that if his requirements are not met, he will split Tesla’s artificial intelligence business into an independent company, and he may also leave Tesla.
In the face of intimidation, in April, the company’s board of directors launched a second vote on its compensation package and added a resolution to relocate its headquarters from Delaware to Texas.
Such an operation would help Musk and Tesla get rid of the jurisdiction of the Delaware court.
To put it more bluntly, make every effort to guarantee sky-high pay.
Fortunately, fortunately, after all kinds of twists and turns and episodes, there was no reversal in the end.
As mentioned earlier, everyone once again witnessed Musk dancing in the middle of the stage, and his subtext was very similar: “10 years of work has not been done for nothing, and $56 billion has arrived.
” Personally, I would like to say more about the whole incident: “success is Musk, defeat is Musk, at least so far, Tesla can not do without his helm.
” Of course, with the incentive of huge wealth, it is also hoped that it can refocus its attention on the company.
” After all, the American new energy car company is in such a situation that there is no room for loss.
On the other hand, the news is sometimes interesting to watch together.
In addition to the above-mentioned ups and downs of the series, just recently, the media revealed that in order to reduce costs and increase efficiency, Tesla announced in April that the largest layoffs in history, with the latest phased results.
According to relevant internal records, Tesla’s total global workforce has dropped from more than 140000 to 121000 as of June 17, including temporary workers.
In a simple calculation, Musk cut more than 20, 000 employees in just two months, a range of nearly 14%.
In addition, it is reported that according to the helm, the plan will provide stock options to serving employees with outstanding performance and reward those who have made outstanding contributions to the company.
In other words, while playing the good cop, while singing the bad cop.
So another question arises: do you think all these actions are useful? With regard to the answer, rationally and objectively speaking, it is not possible to give a too optimistic judgment at present.
Because the “man-made disaster” is only a driving force for Tesla to fall into the quagmire, and many other dimensions of difficulties and challenges are waiting for Musk to overcome and overcome one by one.
For example, how to reshape the leading type of products.
for example, how to improve the universality of smart driving.
and, for example, how to solve the accuracy of marketing.
At this point, the article is drawing to a close, and the last point I would like to mention is: “admit it or not, the remaining few months will be the critical moment to determine Tesla’s sitting position in the global new energy market.
So it depends on whether it continues to bloom, or eventually vanishes everyone.
” And there is also a burden.
Worried that Tesla will experience negative growth in cumulative sales this year.
In other words, even the 1.
8 million vehicles in 2023 are difficult to reach, and pessimism continues to spread.
So, as a bystander, what do you think? Return to First Electric Network Home>.