FSD v14 表現失常 引出了一個 最致命的質疑 就是FSD是不是 已經撞上了 HW4的 硬體極限？ 這可不是 我亂說的 這是Electrek 提出來的 他們的論點 也很直接 他們認為v14 距離L4/L5 自動駕駛 還差得太遠 他們估算 v14 現在 最好也只能做到 1200英里 干預一次 但 L4 需要多少？ 至少 10000 英里！ 兄弟們 這個指控 非常嚴重 你想想 如果這是真的 這就意味著 馬斯克「又一次」 就像當年的 HW3 一樣 把一個根本 無法實現全自動 駕駛的硬體 當作 「Full Self-Driving」 賣給了我們！ 這背後的 含義是什麼？ 如果 HW4 真的到頂了 撞牆了 那 FSD就不是 什麼未來 它根本就是 一場「騙局」！ 但 真的會是 這樣嗎？. ...

Technology & Automotive Industry Concerns - Tesla's FSD v14 is described by Elon Musk as almost "sentient," but initial user experiences suggest significant issues [1] - User reports indicate FSD v14 exhibits erratic behavior, such as excessive hesitation during simple turns [1] - The system suffers from "Brake Stabbing," described as random and startling braking incidents [1] - Drivers report "speed control" issues, with the car behaving as if in an aggressive "Hurry" mode from previous versions [1] - The system exhibits dangerous behavior, such as swerving at high speeds (70 mph) to avoid harmless road markings [1] Safety & Reliability - User experiences contradict claims of advanced AI, with some describing the system's driving as akin to a "drunk driver" [1] - The reliability and safety of FSD v14 are questioned, raising concerns about its practical application [1]

大家好我是大鱼 马斯克说FSD v14 「几乎有知觉」 但第一批用户中 却有人痛骂 「重大倒退」 开起来像个 喝醉的青少年 一边是神话 一边是笑话 V14 到底 发生了什么？ 特斯拉是不是 在进行一次 开着飞机换引擎 的危险操作？ 我们今天就 彻底扒干净 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周三收盘是462.26% 全天上涨了 18美元 涨幅是4.05% 成交量是 8476万股 今天我们聊一个 重要的话题 FSD v14是 重大倒退？ 最近FSD v14 开始大范围推送了 马斯克在财报 会议上是怎么说的？ 他说v14 是 V12 之后 第二次重大更新 而且 注意听 他说这台车 几乎有 知觉(almost sentient) 我看了菲尔·贝塞尔 Phil Beisel 的一篇深度分析 (FSD Part 9) 他之前曾 担任过Rivian 还有Apple 的工程师 我跟你说实话 我看完确实是 非常兴奋 他讲的那个 推理架构 根本就是科幻片 是AI 真正 开始思考了 但是我们憧憬 未来的同时 也要看到眼前的事实 所以我尽可能 搜集到第一批 使用v14的用户 的新闻报告 兄弟们 这下 ...

馬斯克是不是 又在畫餅？ 他一邊說 AI5晶片 性能比HW4 猛 40 倍 一邊又說AI5 要到 2027 年 才能量產 那2026 年 就要上路的 Cybercab 怎麼辦？ 難道要用 「過時」的 HW4 晶片？ Tesla這樣做 有兩個理由 第一 HW4 跑FSD 15 應該綽綽有餘 最重要是 它很穩定！ Tesla恐怕不敢用 剛出樣本的 AI5 去賭百萬輛車隊 的Robotaxi開局 第二是 可升級性！ 這才是 馬斯克的劇本 2026 年用成熟 穩定的 HW4 快速鋪開百萬輛 Cybercab 開始瘋狂賺錢 和收集數據 等到 2027 年 AI5產能上來了 成本也降了 特斯拉將立刻 無縫接軌 推出AI5的 增強版Cybercab 而第一批的 HW4 車隊 還能進行升級！ 這就是一魚兩吃 這不叫落後 這叫戰略！. ...

Company Strategy & Legal Landscape - Tesla has officially moved its company registration from Delaware to Texas [1] - This move signifies a new legal battleground for Tesla, where the Delaware judge has no jurisdiction over the 2025 compensation plan [1] Investor Sentiment & Corporate Governance - Major institutions like Schwab (嘉信) and Morgan Stanley (大摩) are now supporting Musk's compensation plan, indicating a shift in alignment of interests in the new Texas legal environment [1] - These institutions are not trying to persuade the old judge, but are re-aligning their interests with Musk in Texas, disregarding the old thinking of voting advisors like ISS [1] Strategic Implications - This move represents Musk securing his first beachhead in the new Texas arena [1]

Stock Performance & Shareholder Influence - Tesla's stock closed at $444.26, down by 5.15% [1] - Schwab announced they would vote in favor of Elon Musk's 2025 CEO performance award, reversing their previous stance and stating they will not solely rely on ISS's recommendations [1] - Morgan Stanley's Counterpoint Global also announced their support for Musk's compensation plan, citing Tesla's success and shareholder returns under his leadership [1] - Tesla is moving its company registration from Delaware to Texas, making the 2025 CEO compensation plan subject to Texas law, thus circumventing the Delaware court's previous ruling [1] - Tesla's 2025 annual shareholder meeting tickets have been sent out, scheduled for November 6th in Giga Texas [2] - Elon Musk believes Tesla has the strongest shareholder structure among publicly listed companies [2] AI Chip Development - Tesla is developing AI5 chips, with mass production expected by 2027, to be manufactured by both TSMC and Samsung [1] - AI5 chip performance is projected to be 40 times stronger than HW4, with AI6 expected to double the performance of AI5 by mid-2028 [1] - Cybercab is expected to launch using HW4 chips initially, with potential upgrades to AI5 chips later [2] - Tesla is designing its AI chips for its specific needs in autonomous driving and Optimus robots, differentiating itself from general-purpose GPU manufacturers like NVIDIA [2] Manufacturing & Market Expansion - Tesla Model 3 Long Range ranked first in the 2025 American University's Kogod School of Business "Made in America Auto Index" with 75% domestic parts content [2] - Tesla vehicles occupied 7 out of the top 15 spots in the "Made in America Auto Index" [2] - Tesla appointed Sharad Agarwal, formerly of Lamborghini India, as the Country Head for India, suggesting an initial strategy of targeting the luxury market with high-end models like Model S/X and Cybertruck [2] - Cybertruck is being tested in the "Vegas Loop" tunnel in Las Vegas [2]

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Market Trend & After-Sales Service - Tesla's Model 3 and Y are starting to exceed the warranty period, leading to after-sales service pressure [1] - Tesla's service centers are overloaded and unable to handle the volume of repairs [1] - Opening up after-sales service is crucial to prevent a collapse in the used car market and maintain new car sales [1] Pricing Strategy & Business Decision - Tesla has significantly reduced the annual fee for its professional repair software Toolbox from $3,000 to $700, a decrease of over 76% [1] - The price reduction is a strategic move to encourage third-party repair shops to assist with Tesla repairs [1] - The price cut is not out of goodwill but a practical decision to alleviate pressure on Tesla's service centers [1]

大家好我是大鱼 特斯拉的 售后服务 快要爆仓了 这不是危言耸听 随着海量的 Model 3 和Y 陆续过保 马斯克比谁都清楚 光靠直营服务中心 根本撑不住 所以 他最近低调地 将专业维修软体 「Toolbox 3」 永久降价76% 从3000美金 砍到700 这不是恩赐 这是在泄洪 这堵长久以来 被诟病的 维修高墙 终于倒下了 大家不要错过 今天的精彩内容 OK let's go 第一部分 特斯拉维修 霸权崩解 聊到Tesla 大家最怕的 除了「幽灵煞车」 大概就是维修了 不是说Tesla 车子爱坏 而是那个体验 尤其在车子 出了保固之后 回原厂排队的 等待时间 价格的透明度 可能都会成为 车主的痛点 但这一切 可能真的 就要变天了 Tesla 最近非常 非常低调地 干了件大事 他们把官方的 专业诊断软体 「Toolbox 3」 的年费 一口气从 3000 美金 直接砍到了 700 美金 你没听错 降幅超过76%！ 这可不是什么 黑色星期五打折 这是永久的降价 这Toolbox 3 是什么玩意？ 这可不是 你手机里那个 Tesla App 它是专业技师 用来跟车子 「深度沟通」的工具 堪称上帝模式 你要想做 ...

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