🇺🇸 MORGAN STANLEY WARNS TESLA STOCK NEEDS ELON'S PAY PLAN
Tesla shareholders are about to vote on a massive new compensation package for Elon Musk, and Morgan Stanley says if it fails, the stock could drop more than 10%.
While critics speak against the proposed plan, it's actually just a high-stakes, performance-based deal where Elon only gets rewarded if Tesla hits insanely ambitious targets.
The targets would require an $8.5 trillion valuation to be hit and for massive leaps in AI, robots, and self-driving tech to materialize in the coming years.
If approved, Elon could earn up to 423 million Tesla shares across 12 milestones. But he can’t sell them for at least 7.5 years, even if Tesla succeeds in rewriting the future of tech.
The vote is on November 6, with many saying the decision could decide whether Tesla shoots for the stars, or gets blocked in politics here on earth.
Source: Guru Focus
Elon Musk: At Tesla, we basically had two different chip programs: one Dojo and one. Dojo on the training side, and then what we call AI4, it's just our inference chip
The AI4 is what's currently shipping in all vehicles, and we're finalizing the design of AI5, which will be an immense jump from AI4. By some metrics, the improvement in AI5 will be 40 times better than AI4. So not 40%, 40 times
This is because we work so closely at a very fine-grained level on the AI software and the AI hardware. So we know exactly where the limiting factors are. And so effectively the AI hardware and software teams are co-designing the chip
Compared to the worst limitation on AI4, which is running the SoftMax operation, we currently have to run SoftMax in around 40 steps in emulation mode, whereas that'll just be done in a few steps natively in AI5
AI5 will also be able to easily handle mixed precision models, so you don't have it, it'll dynamically handle mixed precision. There's a bunch of sort of technical stuff that AI5 will do a lot better
In terms of nominal raw compute, it's eight times more compute, about nine times more memory, and roughly five times more memory bandwidth
But because we're addressing some core limitations in AI4, you multiply that 8x compute improvement by another 5x improvement because of optimization at a very fine-grained silicon level of things that are currently suboptimal in AI4, that's where you get the 40x improvement
Zohran Mamdani becoming New York City Mayor is Charlie Kirk’s words coming true
2 days before he was assassinated, he said the Left will use Islam to bring down America
“The spiritual battle is coming to the West and the enemies are woke-ism or Marxism combining with Islamism to go after what we call the American way of life”
“The American way of life is very simple. I want to be able to get married, buy a home, have kids, allow them to ride their bike till the sun goes down, send them to a good school, have a low crime neighborhood, not to have my kid be taught the lesbian, gay, transgender garbage in their school. While also, not having them have to hear the Muslim call to prayer five times a day. That's important.”
“These two threats are combining forces to come after us.”
SpaceX Launches More Rockets Than the Rest of Earth Combined
In 2025 (to date):
SpaceX launched: 144 (139 Falcon 9 + 5 Starship)
Rest of the world combined: 114 launches
BREAKING NEWS: Bangor has elected 3 new city council members.... one is a communist member, one is a Democrat, and one is a person convicted of murder>> "convicted and later imprisoned in the brutal killing of Derek Rogers, a Canadian tourist who had allegedly called her a racist name." This is not parody. Look it up!
@TimBR_X vast majority of the holders of the ETB cards are illegals that Schummer and Biden allowed in 42 million on the rolls . do the math. but this guy is happy.. he makes great points. When Johnson created welfare he thought he could own them for 100 years. Johnson was a racist ass
What our 'leaders' will never talk about:
In the last week alone, in the UK, in just one week, we've gone from reading about the 27-year-old mother Rhiannon Whyte, stabbed in the head 20 times by an illegal migrant from Sudan, to Wayne Broadhurst, stabbed to death by an illegal from Afghanistan while walking his dog, to a small boat illegal migrant stabbing a stranger to death in a bank in Derby, to a migrant from Afghanistan strangling a railway worker over a minor ticket dispute, to a Syrian illegal migrant sexually assaulting a student in Cardiff, to illegal migrants chasing migrant hotel workers with knives "because they didn't like the food", to 10 people suffering a mass stabbing on a train at the hands of two Black "British" men for no apparent reason.
Why is this happening?
Because our so-called 'leaders' have been importing millions of people from highly violent, conflict-ridden, and, yes, inferior 'honour cultures' from the Third World, where settling grievances through violence is standard
As the academic Garrett Jones points out in his book:
"When a nation imports people, it imports the average cultural traits of those people".
Mass uncontrolled immigration is not just the importing of people; it is the importing of cultures
And the cultures we are importing are not just radically different and incompatible to our own but are visibly inferior, primitive, stuck in cultural codes and practices we moved on from hundreds of years ago
It is, to quote @GadSaad, "suicidal empathy" --our leaders think they are helping these people when in fact they are killing their own society, country and people from within
None of this can be said in Westminster where universal liberalism --"all cultures are equal"--reigns supreme.
This is what you saw on Question Time this week, when I was widely attacked by a liberal ruling class that cares more about helping people from backward cultures than defending its own people
But it's effects can clearly be seen in the extent to which 1st and 2nd generation migrants here in the UK, who we are told are "British", "nice boys from Cardiff", turn out to be highly violent criminals, continuing the cultural traits from their origin countries
Again, nobody in Westminster wants to think about this point about culture
But look:
2025 Manchester synagogue terrorist
Syrian parents
2024 Southport terrorist
Rwandan parents
2021 Liverpool terrorist
Born in Iraq
2021 Sir David Amess terrorist
Parents from Somalia
2020 Reading terrorist
Born in Libya
2020 Streatham terrorist
Parents from Sri Lanka
2019 Usman Khan terrorist
Parents from Pakistan
2017 Manchester MEN terrorist
Libyan parents
2015 Leytonstone terrorist
Born in Somalia
2013 Lee Rigby/Woolwich terrorist
Parents Nigerian
2007 London/Glasgow terrorists
Iraqi/Indian parents
2005 "homegrown" 7/7 terrorists
Shehzad Tanweer, parents from Pakistan
Mohammad Khan, parents from Pakistan
Hasib Hussain, parents from Pakistan
Germaine Lyndsay, born in Jamaica
No other society in the world would tolerate this --would do to its own people what our leaders are doing to us
Could you imagine, say, the United Arab Emirates, Japan, China doing this? Of course not.
Because they are not idiots; they do not tolerate suicidal empathy.
Through mass immigration, porous borders and a total failure to integrate newcomers, our leaders have made us much less safe and put our own people at risk
These migrants do not instantly adopt the host country's 'British' or 'English' culture and identity the moment they sign a few papers
Far from it
They retain central aspects of their origin countries --including religion, belief, attitudes toward violence, hatred of non-believers, and so on
This is what the rape gang scandal was about; we imported clan-based networks from rural Pakistan that think non-believers are fair game and distrust authority
The vast majority of radical Islamists in Britain were either born abroad or trace their roots back on these islands only one generation, while living in 'closed' social networks filled with other people from their origin countries, which reinforce these different cultures
This is then further enabled by an idiotic ruling class and woke left that pursues virtue and social status for itself by proclaiming platitudes like "diversity is a success" while also having to use speech codes --"far right", "racist", and so on--to shut down any dissent
Then it uses multiculturalism to encourage minorities to remain distinctive and separate from the majority, even prioritising them over the majority
It is all completely insane
This is what the UK has now been doing for 30 years, under Labour and the Tories, the Uniparty, importing radically different if not incompatible cultures which then persist across generations
And today this is being compounded by importing 180,000 unvetted illegal migrants into the country in just 7 years, with another 180,000 forecast to arrive by the next general election if the average trend continues
Just think about that --by the next election we will be talking about 400,000 unvetted illegal migrants roaming around the country, many from the same highly violent, conflict-prone societies as the ones that have given us all of the chaos above
And so in the years ahead this chaos will only increase, it will only get worse, because our leaders refuse to see this reality and make changes
In short, every terrorist attack, every stabbing, every rape, every sexual assault, every rape gangs, is a reminder of the fact our leaders, who are supposed to defend us, are importing people who hate who we are and cling to totally different cultures, identities, and outlooks, all of which is making our own culture, identity, and social cohesion harder to maintain
We can either keep ignoring the critical importance of culture or we can do something about it
What would "doing something about it" look like?
Radically reshaping our country and its future around people who have deep roots and ties to this country
Rewarding those who genuinely integrate, removing those who do not
Ending the extreme policy of mass uncontrolled immigration
Doing whatever is necessary to fix our borders --leave ECHR, repeal HRA, detain and deport
End soft-on-crime policies
Launch an all-out assault on radical, violent Islamism
We have a choice. We can do these things or we can keep killing ourselves from within.