What do you give a man who has everything? $1 trillion of course. The news broke Friday that despite a seemingly waning interest in making cars and his alienation of many of Tesla’s customers, Elon Musk was offered a record-busting payday by the carmaker’s board. The catch? The South Africa native and richest person in the world (even before the $1 trillion) has to help the embattled automaker meet certain goals when it comes to company value and product development.

In this episode of Elon, Inc., host David Papadopoulos gathers Bloomberg Businessweek’s Max Chafkin and Bloomberg News Elon Musk reporter Dana Hull to discuss the new pay package, its stipulations (such as growing Tesla’s market value to $8.5 trillion and delivering 1 million robots in ten years) and how likely it is that investors will approve the payout.

Speaking of the Nov. 6 shareholder meeting, the crew is also joined by Bloomberg tech reporter Kurt Wagner to discus another investor matter: whether Tesla should invest in Musk’s artificial intelligence startup xAI (the conflict of interest practically writes itself). Also of note is the idea that a company like Tesla that’s increasingly turning to AI would invest in another AI company. Wagner tries his hardest to explain the situation and adds a substantial caveat: according to the proxy, the shareholder vote won’t be binding.

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Labor Day is generally a slow news day in the US. But this year it happened to be the day Elon Musk chose to unveil Tesla’s “Master Plan, Part 4.” Since its first installment in 2006, the electric vehicle-maker’s future roadmap has been seen by some as a big part of the company’s identity. The latest version comes at a critical moment for the company. With Tesla sales down in many markets, tepid interest in new models and high-profile controversies often stemming from its voluble CEO, his right-wing politics and association with Donald Trump—the stakes are high.

In this week’s episode of Elon, Inc. Max Chafkin invites Bloomberg automotive editor Craig Trudell and Elon Musk reporter Dana Hull to discuss the document and the state of Tesla. Most noteworthy in the report they say is a newfound focus on robots, specifically the humanoid autonomous Optimus model. As a matter of fact, Musk himself followed up on X and claimed in his usual hyperbolic fashion that around “80% of Tesla’s value will be Optimus.”

But what about the cars? Trudell says he remembers the priorities around the previous big Tesla plan in 2023 (a year before Trump was re-elected) and how they have changed. “Right around that time, this was a company that was all about sustainable energy,” Trudell says. Now “it’s all about AI, it’s all about robots, it’s all about self-driving cars.” Hull takes things a step further and pinpoints what she says is a potential weak point for the company: “I think that Tesla has a real marketing problem where you have a CEO who is clearly bored of the car industry.”

But more broadly, regarding the question of whether the company will be able to turn it’s struggling car business around, Chafkin has a theory.

“It feels like there’s a little bit of an effort, maybe even a deliberate effort underway to untangle Elon from the future of Tesla,” he says.

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On this week’s edition of Elon, Inc., Bloomberg editor Sarah Frier sits down with Elon Musk reporter Dana Hull to discuss the latest news from the world’s richest man. They start with what was arguably the most dramatic development: X and Xai’s lawsuit alleging that Apple has unfairly favored artificial intelligence giant OpenAI in its app store. Hull says she isn’t convinced that it’s a matter of collusion, though. “It’s because ChatGPT is the most popular chat bot and Grok is not,” she says “Even though Elon keeps promoting Grok on X, like, most people don’t use it.”

Speaking of OpenAI, the duo also discuss the news that Musk once courted Mark Zuckerberg as a partner to purchase Sam Altman’s AI rival. The deal was rejected by OpenAI but Hull and Frier address the question on everyone’s mind: weren’t the two tech billionaires supposed to be involved in a cage fight a few years ago?

Finally, they focus on Ani, the new “digital companion” from Grok. Last week, Musk posted quite a bit about this suggestively dressed anime-style avatar, available for paid subscribers. Meant to spice up the user experience, can the product make waves outside a very specific demographic? Hull believes it might play into Musk’s idea of “unregretted user minutes” and that users who “develop a relationship with an online avatar” might find themselves spending quite a few minutes on the platform.

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