Part 8/12:
Barra’s body language—shaking her head while verbally affirming confidence—highlight a disconnect between words and actual position. This skepticism is reinforced by GM’s financial struggles, subsidized sales, and strategic hurdles, contrasting sharply with Tesla’s profitability and technological leadership.
Corporate Governance and Incentives
The discussion then critically examines Musk's compensation structure, which is entirely performance-based. Musk's 2025 CEO performance award depends on achieving monumental company milestones—market capitalization approaching $10 trillion, mass adoption of FSD, scaling humanoid robot production, and more.