Elon FINALLY Gets Paid / FSD 14.2.1.25 in Snow Storm ⚡️

这是视频的总结，涵盖了讨论的每一条新闻： 主播 Dylan Luminist 更改了原计划的视频，以报道关于埃隆·马斯克 2018 年薪酬方案的突发新闻。 **1. 埃隆·马斯克 2018 年薪酬方案恢复生效：** * 特拉华州最高法院恢复了埃隆·马斯克 2018 年的薪酬方案，此前该方案在两年前被下级法院否决。 * 该方案最初价值 560 亿美元，但由于特斯拉股价上涨，目前估值约为 1460 亿美元。 * 这些期权约占特斯拉已发行股票的 9%，赋予埃隆收购约 3.04 亿股股票的权利。 * 最高法院裁定，下级法院完全取消该方案（撤销）的决定是“过于极端的补救措施”，并且没有给予特斯拉机会为公平补偿进行辩护。 * 这项裁决意味着埃隆终于可以获得他自 2018 年以来的工作报酬，在此期间，他将特斯拉从一家陷入困境的初创公司（Model 3“生产地狱”时期）转变为全球最有价值的公司之一。 * 最高法院判给原告理查德·托内塔 1 美元的名义赔偿，承认存在技术性法律违规，但认为未造成实际损害。 * 法院表示，“交易的所有各方都无法恢复到原状”，并且埃隆之前持有的股权不应被替代为对价，这些是逆转的关键原因。 * 股东已两次批准该方案。 **2. 原告律师费：** * 最高法院 *仅* 撤销了补救措施（薪酬方案的撤销），但部分维持了下级法院的责任认定，特别是认定埃隆是控股股东，并且董事会安排了不公平的薪酬方案。 * 这意味着托内塔的律师仍可能获得一定的费用，尽管远低于下级法院最初判给的 3.45 亿美元（他们最初要求 60 亿美元）。 * 最高法院裁定，他们有权获得费用和支出，包括其基本“基准费”（lodestar，估计为 1300 万美元）的四倍乘数（这意味着新的潜在裁决约为 5200 万美元，外加其他费用和利息）。 * 最终费用金额将发回下级法院进行协商，但对特斯拉来说将是“微不足道的”。 * 这基于“公司利益原则”，该原则旨在激励律师代表股东揭露信托义务的违反行为。 **3. 薪酬方案恢复生效的影响：** * 埃隆的期权行权价约为 23 美元，并于 2028 年 1 月到期。 * 通过行使这些期权获得的任何股票都有五年的持有要求。 * 行使期权将使特斯拉的已发行股票数量增加约 9%（具有稀释性），但会使埃隆的投票控制权从约 13% 增加到约 22%，更接近他 25% 的目标。 * 今年早些时候涵盖的“过渡奖励”（9600 万股，价值约 280 亿美元）现已不再需要，很可能会被撤销或没收，因为它取决于此次上诉的结果。 * 特斯拉潜在的 253.5 亿美元巨额会计冲击现已消除。 * 与此问题相关的“特斯拉股票悬置”已消除，从而可以专注于“特斯拉的 AI 增长”。 **4. Meta 集体诉讼和解（赞助商内容背景）：** * Meta 因数据共享丑闻（用户数据被不当分享给一家政治咨询公司）达成的 7.25 亿美元集体诉讼和解案已开始支付赔款。 * 这一背景引出了视频的赞助商 Deletney，它帮助用户从数据经纪人那里删除个人信息。 **5. 全自动驾驶 (FSD) 在雪中表现：** * Dylan 在一场暴风雪中测试了配备米其林 X-I 雪地轮胎的 Model Y 的 FSD 功能。 * 他对整体表现印象深刻，但发现由于污垢和盐分，摄像头的清洁度是一个重大挑战，导致系统发出“红色双手接管”提示。 * 由于摄像头被遮挡，FSD 有时无法启用。 * 他进行了两次干预： 1. 汽车在一个有电线杆的急左转弯处开始打滑；Dylan 接管以避免潜在碰撞。 2. 在倒车进入超级充电桩时，汽车继续开得离柱子太近；Dylan 在几英寸外踩下了刹车。 **6. SPS 和特斯拉 Megapack 合作：** * SPS (Spie) 和特斯拉正在电池储能项目上合作。 * 他们正在荷兰合作开发 1.4 千兆瓦时（GWh）的 Mufasa 储能项目，该项目将使用 372 个 Megapack，并将成为荷兰最大的电池储能设施 (BEST)，预计于 2027 年上半年投入运营。 * 他们在法国和比利时也有项目正在进行中。 **7. Cybertruck 在奥斯汀被发现：** * 一辆 Cybertruck 首次在奥斯汀的道路上进行测试被发现。 * 驾驶座上有人，但不清楚是否有方向盘。 * 照片中，这辆卡车与其他汽车相比显得较小。 * Dylan 向观众提出了一个问题：特斯拉是否会在任何时候销售带有方向盘和踏板的 Cybertruck。 **8. 特斯拉安全网页：** * 特斯拉推出了一个新的网页 Tesla.com/safety，重点介绍其车辆的安全功能。 * 它涵盖了碰撞缓冲区和耐撞性等工程方面。 * 它提及了电池起火问题，指出车载系统在碰撞时会自动断开高压电池，并且电池组被设计为将热量从驾驶舱散开，并受到车辆结构的保护。 **9. 重新设计的特斯拉 Semi 卡车：** * 特斯拉的 Dan Priestley 试驾了重新设计的 Semi 卡车，并表示“我们的客户会喜欢它”。 **10. 特斯拉股价表现：** * 特斯拉股票 (TSLA) 当天收盘价为 481.20 美元，下跌 0.45%。 * NDX（纳斯达克 100 指数）上涨 1.31%。 * 特斯拉的交易量比平均水平高出 26%。

Here's a summary of the video, including every news item discussed: The host, Dylan Luminist, changed his planned video to cover breaking news about Elon Musk's 2018 pay package. **1. Elon Musk's 2018 Pay Package Restored:** * The Delaware Supreme Court restored Elon Musk's 2018 pay package, two years after a lower court struck it down. * The package was initially worth $56 billion but is now valued at approximately $146 billion due to Tesla's stock appreciation. * The options represent about 9% of Tesla's outstanding stock and give Elon the right to acquire roughly 304 million shares. * The Supreme Court ruled the lower court's decision to cancel the plan entirely (rescission) was "too extreme of a remedy" and that it did not give Tesla a chance to argue for fair compensation. * The ruling means Elon can finally get paid for his work since 2018, during which he transformed Tesla from a struggling startup (Model 3 "production hell" era) into one of the world's most valuable companies. * The Supreme Court awarded $1 in nominal damages to Richard Tornetta, the plaintiff, acknowledging a technical legal violation but concluding it caused no real harm. * The court stated that "all parties to the transaction could not be restored to their status quo ante" and that Elon's pre-existing equity should not be substituted as consideration, which were key reasons for the reversal. * Shareholders had approved the plan twice. **2. Plaintiff's Attorneys' Fees:** * The Supreme Court reversed *only* the remedy (the rescission of the pay package) but upheld the lower court's liability findings in part, specifically that Elon was a controlling shareholder and the board arranged an unfair pay plan. * This means Tornetta's lawyers are still likely entitled to some fees, though significantly less than the $345 million initially awarded by the lower court (they originally sought $6 billion). * The Supreme Court ruled they are entitled to fees and expenses, including a multiplier of four times their base lodestar (estimated at $13 million, meaning a new potential award of around $52 million plus other fees and interest). * The final fee amount will be sent back to the lower court for negotiation, but it will be "negligible" for Tesla. * This is based on the "corporate benefit doctrine," which incentivizes lawyers to highlight fiduciary breaches on behalf of shareholders. **3. Impact of Pay Package Restoration:** * Elon's options have an exercise price around $23 and expire in January 2028. * There's a five-year holding requirement on any shares acquired from exercising these options. * Exercising the options will add about 9% to Tesla's outstanding share count (dilutive) but will increase Elon's voting control from roughly 13% to about 22%, closer to his goal of 25%. * The "bridge award" (96 million shares, valued around $28 billion) covered earlier this year is now no longer needed and will likely be revoked or forfeited, as it was conditional on the outcome of this appeal. * A potential massive accounting hit to Tesla of $25.35 billion is now off the table. * The "Tesla stock overhang" related to this issue is removed, allowing a focus on "Tesla's AI growth." **4. Meta Class Action Settlement (Sponsor Segment Context):** * Payments have begun from Meta's $725 million class action settlement related to a data-sharing scandal where user data was improperly shared with a political consulting firm. * This context introduces Deletney, the video's sponsor, which helps users remove personal information from data brokers. **5. Full Self-Driving (FSD) in Snow:** * Dylan tested FSD in a snowstorm with a Model Y equipped with Michelin X-I snow tires. * He was impressed with overall performance but found camera cleanliness to be a significant challenge due to dirt and salt, leading to "red hands take over" prompts. * FSD would not engage at times due to occluded cameras. * He had two interventions: 1. The car started sliding on a steep left turn with a pole in its path; Dylan took over to avoid a potential collision. 2. While backing into a Supercharger stall, the car kept going too close to the post; Dylan hit the brakes a few inches away. **6. SPS and Tesla Megapack Partnership:** * SPS (Spie) and Tesla are partnering on battery energy storage projects. * They are working on the 1.4 gigawatt-hour Mufasa storage project in the Netherlands, which will use 372 Megapacks and become the largest BEST facility in the Netherlands, operational in the first half of 2027. * They also have projects in motion in France and Belgium. **7. Cybertruck Spotted in Austin:** * A Cybertruck was seen testing on roads in Austin for the first time. * Someone was in the driver's seat, but it was unclear if there was a steering wheel. * The truck appeared small compared to other cars in the photo. * Dylan posed a question to viewers about whether Tesla will sell the vehicle with a steering wheel and pedals for any amount of time. **8. Tesla Safety Webpage:** * Tesla launched a new webpage, Tesla.com/safety, highlighting its vehicles' safety features. * It covers engineering aspects like crumple zones and crashworthiness. * It addresses battery fires, stating that onboard systems automatically disconnect high-voltage batteries upon impact, and battery packs are designed to spread heat away from the cabin and are protected by the vehicle structure. **9. Redesigned Tesla Semi:** * Dan Priestley (Tesla) test drove the redesigned Semi and stated, "our customers are going to love it." **10. Tesla Stock Performance:** * Tesla stock (TSLA) closed the day at $481.20, down 0.45%. * The NDX (Nasdaq 100 Index) was up 1.31%. * Tesla's trading volume was 26% above average.