According to Sawyer Merritt on X, Tesla Chair Robyn Denholm issued a two-page letter to shareholders warning that failing to approve Elon Musk's 2025 CEO Performance Award plan could jeopardize Tesla's AI-driven ambitions. Denholm emphasized that Musk's leadership is critical for projects like Full Self-Driving (FSD) and the Optimus humanoid robot, both of which are at the forefront of Tesla's strategy to revolutionize mobility, energy, and labor through artificial intelligence. The letter stressed that losing Musk could lead to Tesla being valued as a conventional car company rather than a transformative AI and robotics leader, potentially diminishing its market value and future business opportunities in autonomous driving and robotics sectors (Source: Sawyer Merritt on X, Oct 27, 2025).