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Squawk Pod

Tesla Board Chair Robyn Denholm 10/27/25

Squawk Pod

CNBC

Business News, Investing, Business, News

4494 Ratings

🗓️ 27 October 2025

⏱️ 38 minutes

🧾️ Download transcript

Summary

Tesla’s shareholders are preparing for a shareholder vote next week, and on the agenda is CEO Elon Musk’s unprecedented proposed payment plan. Board Chair Robyn Denholm discusses why Musk merits the package, and why shareholders should approve the proposal, despite pushback from proxy advisors like Glass Lewis and ISS. Plus, President Trump struck a critical minerals deal with Malaysia before landing in Japan ahead of his meeting with China’s President Xi later this week, the U.S. added an extra 10% tariff on Canada, and ‘Yellowstone’ creator Taylor Sheridan is reportedly leaving Paramount for NBCUniversal. Eamon Javers - 3:04 Robyn Denholm - 16:14 In this episode: Eamon Javers, @eamonjavers Joe Kernen, @JoeSquawk Becky Quick, @BeckyQuick Andrew Ross Sorkin, @andrewrsorkin Katie Kramer, @Kramer_Katie

Transcript

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0:00.0

Bring in show music, please.

0:03.0

Hi, I'm CNBC producer Katie Kramer.

0:07.0

Today on Squawk Pod.

0:09.0

Tesla chair Robin Denholm, shareholders in the EV company and shareholder proxies are gearing up for a vote next week,

0:17.0

the big item on the docket, Elon Musk's trillion-dollar compensation.

0:21.6

Shareholders get their return much earlier than Elon would if he delivers against the plan.

0:27.0

And secondly, it really does make sure that the economic value is an incentive for him to stay at the company and continue to deliver.

0:35.4

And special sweet delivery from a robot?

0:39.2

I've been in the lab with Optimus.

0:41.3

He can fold laundry.

0:42.9

He can wipe the table down really well.

0:46.2

He can hand things to you.

0:47.7

You can actually shake hands with him.

0:50.7

The French jewel thieves nabbed on their way out of the country. It's like Ocean's 11, except for they got caught pretty quickly.

0:57.0

Plus, the president in Asia, reworking a trade deal with China, our Aman Javers reports.

1:03.0

This does not seem like a deal that is done and finalized yet.

1:07.0

It seems like it is still a work in progress, but they do seem optimistic.

1:11.9

And a big deal for the creator of the hit Yellowstone universe to jump from Paramount to NBC.

1:18.0

Spinoffs to Yellowstone are my favorites. Those were good.

1:21.1

Lioness, too. Lioness.

1:23.8

It's Monday, October 27th, Squawk Pod begins right now.

1:29.1

Stand Becky by in three, two, one.

...

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