What would you buy with two trillion dollars?

A megayacht?

A few small countries?

Nothing is off limits.

This is the kind of money Tesla’s board is dangling in front of Elon Musk.

The company has proposed a new compensation package that, if achieved, would make Musk the first human with a net worth measured in trillions.

At Tesla’s target valuation of $8.5 trillion, Musk would control 25% of the company and own a fortune worth over $2 trillion.

This deal is too massive and the broader implications are too important to ignore.

Let’s break down what he actually has to achieve to unlock the full package.

Tesla Must Reach the Following Targets

• Financial Milestones – Tesla must grow annual earnings to roughly $400 billion – up from $17 billion last year – and push its valuation to $8.5 trillion. At that level, the company would be worth more than Apple, Microsoft, and Amazon combined.

• 20 million vehicles total – Tesla needs to deliver 20 million cumulative cars by 2035. The company sold 1.8 million last year.

• 1 million robotaxis – Tesla must have 1 million commercially operating robotaxis, whether Tesla-owned or customer-owned, using its Full Self-Driving system.

• 1 million robots – Tesla has to produce 1 million humanoid robots, or similar AI-driven machines, by 2035.

• 10 million Full Self-Driving subscriptions – The company needs to hit 10 million paying subscribers for its autonomous driving software.

These targets map out a decade-long path where Musk’s wealth is directly linked to Tesla’s financial and product success.

The Power of $2 Trillion Dollars

If Musk pulls this off, he’ll own 25% of the most valuable company in history.

His net worth would eclipse $2 trillion.

That kind of money won’t necessarily change how he lives.

Musk already has more money than he could ever spend.

He can buy private islands, yachts, jets, anything he wants.

But the real impact isn’t lifestyle. It’s influence.

Wealth at that scale gives Musk the ability to:

• Redefine industries – Musk could set the rules for EVs, AI, and robotics, forcing entire sectors to follow his lead.

• Control global commerce – With trillions, he could influence supply chains, production hubs, and international trade in unprecedented ways. Note: I’ve previously talked about Tesla’s goal of reducing supply chain dependence on China.

• Shape politics – Musk could fund elections, sway policy, or elevate his America Party into prominence, giving him outsized influence over government decisions.

This is not science fiction.

It’s a very real possibility if Tesla shareholders approve this deal and Musk delivers on the targets.

For investors, the takeaway is clear: If he hits these targets, shareholders will see enormous value creation – a roughly 8x return over the next decade.

I’ve often called Tesla’s stock overvalued in this newsletter. (And I still have my reservations.)

But I have to give credit where it’s due.

This package is well designed.

The incentives are directly aligned between Musk and shareholders to the point where I could justify owning the stock for the upside alone.

But the stakes also extend far beyond the stock price.

In November, Tesla shareholders will decide whether to approve the deal.

Given Musk’s track record, it’s likely they will.

If they do, the next decade won’t just be about Tesla building cars, robots, and software.

It will be about how one man – armed with $2 trillion – chooses to shape the future of commerce and politics, and how investors position themselves for the unprecedented ripple effects that follow.