27 Dec Rest of World : Elon Musk’s trillion-dollar paycheck depends on the markets he’s losing
Media Source : Rest of World
November 13
🚀 Honoured to share my thoughts in this Rest of World piece on Elon Musk’s ambitious trillion‑dollar compensation package. While Tesla has reshaped the EV landscape, the path to 20 million cars by 2035 is going to be incredibly challenging.
As I note in the article, Tesla’s growth has stalled outside the U.S., and it’s losing share in China and Europe where competition is intense. Chinese players like BYD are outpacing rivals because they localize production, supply chains and distribution. Unless Tesla changes its approach and commits to regional manufacturing, it will struggle to compete in these fast‑growing emerging markets.
The U.S. EV market still has room to expand, but the company’s future depends on how it navigates markets where Chinese automakers are already winning from Southeast Asia to Europe.
Read the full article here ➡️
Source: https://restofworld.org/2025/elon-musk-trillionaire/
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