According to Sawyer Merritt, the State Board of Administration of Florida, which holds $1.23 billion in Tesla stock, is voting in favor of Elon Musk's 2025 CEO Performance Award, citing its alignment with long-term value creation and ambitious corporate milestones in AI, robotics, and autonomy (source: Sawyer Merritt, Twitter, Oct 27, 2025). The award's requirements—transforming Tesla into an $8.5 trillion enterprise and achieving breakthroughs in autonomous driving, robotics, and energy storage—underscore Tesla’s commitment to leading the AI-driven automotive and energy sectors. Previous performance-based awards yielded significant shareholder value and minimal dilution, setting a precedent for performance-linked executive pay that incentivizes rapid innovation and operational excellence. For AI industry stakeholders, this reaffirms the centrality of AI and robotics in Tesla’s future growth and highlights business opportunities for suppliers, partners, and investors in autonomous technology and AI-powered energy solutions.

According to Sawyer Merritt, Tesla Chair Robyn Denholm highlighted that if Elon Musk’s 2025 CEO Performance Award plan is not approved, Tesla risks losing Musk’s executive leadership, which has been crucial for driving extraordinary shareholder returns and advancing AI-driven technologies in autonomous vehicles and robotics (source: Sawyer Merritt on Twitter). This development could significantly impact Tesla’s AI innovation roadmap, affecting autonomous driving, energy AI solutions, and robotics, and may create opportunities for competitors and AI startups to attract top talent and capture market share in the rapidly evolving automotive AI sector.