Elon Musk
Analyst: Elon Musk’s $1 trillion Tesla pay deal modest against robot market potential
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment.
Morgan Stanley analyst Adam Jonas, one of Wall Street’s most ardent Tesla (NASDAQ:TSLA) bulls today, has described Elon Musk’s newly proposed $1 trillion performance-based compensation package as a “good deal” for investors.
In a note shared this week, Jonas argued that the package helps align the interests of Musk and Tesla’s minority shareholders, despite its shockingly high headline number.
Future market opportunities
Jonas highlighted Tesla’s longer-term ambitions in robotics as a key factor in his assessment. “Yes, a trillion bucks is a big number, but (it) is rather modest compared to the size of the market opportunity,” Jonas wrote. He added that the humanoid robot market could ultimately surpass the size of today’s global labor market “by a significant multiple.”
“We have entertained scenarios where the humanoid robot market can exceed the size of today’s global labor market… by a significant multiple,” Jonas wrote, as shared on X by Tesla watcher Sawyer Merritt.
The analyst likened the arrival of AI-powered robotics to the transformative effect of electricity, noting that “contemplating future global GDP before AI robots is like contemplating global GDP before electricity.” The Morgan Stanley analyst’s insights align with the idea that as much as 80% of Tesla’s future valuation could be tied to its Optimus humanoid robot program.
Elon Musk’s pay package
Tesla’s board has tied Elon Musk’s proposed compensation package to some of the most ambitious targets in corporate history. The 2025 CEO Performance Award requires the automaker’s valuation to soar from roughly $1.1 trillion today to $8.5 trillion over the next decade, a level that would make Tesla the most valuable company in existence.
The plan also demands a leap in Tesla’s operating profit, from $17 billion in 2024 to $400 billion annually. It also ties the CEO’s compensation to a number of product milestones, including the delivery of 20 million vehicles in total, 10 million active Full Self-Driving subscriptions, 1 million Tesla Bots, and 1 million Robotaxis in operation. Tesla’s board emphasized that Musk’s leadership was fundamental to achieving such ambitious goals, with Chair Robyn Denholm noting the award would align the CEO’s incentives with long-term shareholder value.
Elon Musk
Starlink V2 to bring satellite-to-phone service to Deutsche Telekom in Europe
Starlink stated that the system is designed to deliver 5G speeds directly to compatible smartphones in remote areas.
Starlink is partnering with Deutsche Telekom to roll out satellite-to-mobile connectivity across Europe, extending coverage to more than 140 million subscribers across 10 countries.
The service, planned for launch in 2028 in several Telekom markets, including Germany, will use Starlink’s next-generation V2 satellites and Mobile Satellite Service (MSS) spectrum to enable direct-to-device connectivity.
In a post on X, the official Starlink account stated that the agreement will be the first in Europe to deploy its V2 next-generation satellite-to-mobile technology using new MSS spectrum. The company added that the system is designed to deliver 5G speeds directly to compatible smartphones in remote areas.
Abdu Mudesir, Board Member for Product and Technology at Deutsche Telekom, shared his excitement for the partnership in a press release. “We provide our customers with the best mobile network. And we continue to invest heavily in expanding our infrastructure. At the same time, there are regions where expansion is especially complex due to topographical conditions or official constraints,” he said.
“We want to ensure reliable connectivity for our customers in those areas as well. That is why we are strategically complementing our network with satellite-to-mobile connectivity. For us, it is clear: connectivity creates security and trust. And we deliver. Everywhere.”
Under the partnership, compatible smartphones will automatically switch to Starlink’s satellite network when terrestrial coverage is unavailable, enabling access to data, voice, video, and messaging services.
Telekom reports 5G geographic coverage approaching 90% in Germany, with LTE exceeding 92% and voice coverage reaching up to 99%. Starlink’s satellite layer is intended to extend connectivity beyond those terrestrial limits, particularly in topographically challenging or infrastructure-constrained areas.
Stephanie Bednarek, VP of Starlink Sales, also shared her thoughts on the partnership. “We’re so pleased to bring reliable satellite-to-mobile connectivity to millions of people across 10 countries in partnership with Deutsche Telekom. This agreement will be the first-of-its-kind in Europe to launch Starlink’s V2 next-generation technology that will expand on data, voice and messaging by providing broadband directly to mobile phones,” she said.
Starlink’s V2 constellation is designed to expand bandwidth and capacity compared to its predecessor. If implemented as outlined, the 2028 launch would mark one of the first large-scale European deployments of integrated satellite-to-phone connectivity by a major telecom operator.
Elon Musk
SpaceX pursues 5G-level connectivity with Starlink Mobile V2 expansion
SpaceX noted that the upcoming Starlink V2 satellites will deliver up to 100 times the data density of the current first-generation system.
SpaceX has previewed a major upgrade to Starlink Mobile, outlining next-generation satellites that aim to deliver significantly higher capacity and full 5G-level connectivity directly to mobile phones.
The update comes as Starlink rebrands its Direct-to-Cell service to Starlink Mobile, positioning the platform as a scalable satellite-to-mobile solution that’s integrated with global telecom partners.
SpaceX noted that the upcoming Starlink V2 satellites will deliver up to 100 times the data density of the current first-generation system. The company also noted that the new V2 satellites are designed to provide significantly higher throughput capability compared to its current iteration.
“The next generation of Starlink Mobile satellites – V2 – will deliver full cellular coverage to places never thought possible via the highest performing satellite-to-mobile network ever built.
“Driven by custom SpaceX-designed silicon and phased array antennas, the satellites will support thousands of spatial beams and higher bandwidth capability, enabling around 20x the throughput capability as compared to a first-generation satellite,” SpaceX wrote in its official Starlink Mobile page.
Thanks to the higher bandwidth of Starlink Mobile, users should be able to stream, browse the internet, use high-speed apps, and enjoy voice services comparable to terrestrial cellular networks.
In most environments, Starlink says the upgraded system will enable full 5G cellular connectivity with a user experience similar to existing ground-based networks.
The satellites function as “cell towers in space,” using advanced phased-array antennas and laser interlinks to integrate with terrestrial infrastructure in a roaming-like architecture.
“Starlink Mobile works with existing LTE phones wherever you can see the sky. The satellites have an antenna that acts like a cellphone tower in space, the most advanced phased array antennas in the world that connect seamlessly over lasers to any point in the globe, allowing network integration similar to a standard roaming partner,” SpaceX wrote.
Starlink Mobile currently operates with approximately 650 satellites in low-Earth orbit and is active across more than 32 countries, representing over 1.7 billion people through partnerships with mobile network operators. Starlink Mobile’s current partnerships span North America, Europe, Asia, Africa, and Oceania, allowing reciprocal access across participating nations.
Elon Musk
Elon Musk fires back after Wikipedia co-founder claims neutrality and dubs Grokipedia “ridiculous”
Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”
Elon Musk fired back at Wikipedia co-founder Jimmy Wales after the longtime online encyclopedia leader dismissed xAI’s new AI-powered alternative, Grokipedia, as a “ridiculous” idea that is bound to fail.
Musk’s response to Wales’ comments, which were posted on social media platform X, was short and direct: “Famous last words.”
Wales made the comments while answering questions about Wikipedia’s neutrality. According to Wales, Wikipedia prides itself on neutrality.
“One of our core values at Wikipedia is neutrality. A neutral point of view is non-negotiable. It’s in the community, unquestioned… The idea that we’ve become somehow ‘Wokepidea’ is just not true,” Wales said.
When asked about potential competition from Grokipedia, Wales downplayed the situation. “There is no competition. I don’t know if anyone uses Grokipedia. I think it is a ridiculous idea that will never work,” Wales wrote.
After Grokipedia went live, Larry Sanger, also a co-founder of Wikipedia, wrote on X that his initial impression of the AI-powered Wikipedia alternative was “very OK.”
“My initial impression, looking at my own article and poking around here and there, is that Grokipedia is very OK. The jury’s still out as to whether it’s actually better than Wikipedia. But at this point I would have to say ‘maybe!’” Sanger stated.
Musk responded to Sanger’s assessment by saying it was “accurate.” In a separate post, he added that even in its V0.1 form, Grokipedia was already better than Wikipedia.
During a past appearance on the Tucker Carlson Show, Sanger argued that Wikipedia has drifted from its original vision, citing concerns about how its “Reliable sources/Perennial sources” framework categorizes publications by perceived credibility. As per Sanger, Wikipedia’s “Reliable sources/Perennial sources” list leans heavily left, with conservative publications getting effectively blacklisted in favor of their more liberal counterparts.
As of writing, Grokipedia has reportedly surpassed 80% of English Wikipedia’s article count.