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tesla booked musk's much-discussed options package as a $2.5 billion expense. opportunity cost aside, it's silly to imply that a public company isn't going to act differently after it's stuck a significant fraction of its revenue on the wrong side of its balance sheet: analysts definitely will be.


> tesla booked musk's much-discussed options package as a $2.5 billion expense

As stated elsewhere the point is that you cannot pay for car quality with stock options that are worth zero if the stock doesn't double and car sale increases don't meet really high metrics

Unlike the other car companies that pay CEOs directly, like Toyota could've used their CEO's pay to instead maybe stop their wheels from falling off recently.

> it's silly to imply that a public company isn't going to act differently after it's stuck a significant fraction of its revenue on the wrong side of its balance sheet

What? The $2.5B isn't coming from revenue.




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