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 ...

Strategy & Planning - Tesla plans to deploy Cybercab with HW4 chips in 2026 for rapid expansion and data collection [1] - Tesla aims to upgrade the initial HW4 Cybercab fleet to AI5 enhanced versions in 2027, after AI5 production scales up and costs decrease [1] - The company views the dual-chip strategy (HW4 initially, then AI5) as a strategic move for profitability and phased upgrades, not as a sign of technological lag [1] Technology & Performance - AI5 chip is claimed to be 40 times more powerful than HW4 [1] - HW4 is considered sufficient and stable for running FSD 15 [1] Risk Management - Tesla is hesitant to use the newly sampled AI5 chip for the initial launch of millions of Cybercabs, prioritizing the stability of HW4 [1]

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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8萬億！ 特斯拉的 市值目標 8萬億美金！ 是誰敢喊出 這個數字？ 不是馬斯克 是華爾街一個 「骨灰級」的大佬 羅恩·巴倫 (Ron Baron) 他昨天發了 篇「檄文」 公開力挺馬斯克 天價的薪酬方案 他為什麼 敢這麼做？ 因為他 不是在「炒股」 他根本 是在「賭命」！ 你知道他 有多瘋狂嗎？ 他公司管著 440億美金 其中有 26%！ 百分之二十六！ 全都壓在 馬斯克生態系上 包括特斯拉 SpaceX和xAI 這在基金界 根本上是瘋子 才會幹的事 他已經靠馬斯克 賺了超過 120 億美金 現在他要 賭個更大的 巴倫說 這個薪酬方案 就是推動 Robotaxi 和Optimus 規模化的燃料 一旦成功 到 2035 年 特斯拉就能撐起 8萬億的市值！ 所以 這根本不是 什麼薪酬投票 這是一場 路線鬥爭！ 你是要選一個 安穩的CEO 讓特斯拉 變普通呢？ 還是繼續跟著 馬斯克這個瘋子 去賭那個 8萬億的未來？. ...

Investment & Market Analysis - Ron Baron, founder of Baron Capital, publicly supports Elon Musk's 2025 CEO performance award, emphasizing Musk's critical role in Tesla's ecosystem [1] - Baron's funds have 26% of its $44 billion AUM (Assets Under Management) invested in Musk's companies like Tesla, SpaceX, and xAI [1] - Baron anticipates a potential 5x return on investment from the Musk ecosystem by 2035, driven by Robotaxi and Optimus [1] - Baron estimates Tesla's annual EBITDA could reach $400 billion by 2035, potentially supporting a market capitalization exceeding $8 trillion [1] Product Safety & Regulatory Concerns - NHTSA (National Highway Traffic Safety Administration) has upgraded and expanded its investigation into Tesla's door handles due to complaints about electronic failures when the 12V battery is depleted [1] - A lawsuit in Wisconsin alleges that Tesla's door handle design contributed to five fatalities in a Model S crash due to the inability of passengers to escape after the car caught fire [1] - Tesla's chief designer acknowledged the company is working on improving door operation in panic situations [2] - NHTSA requires Tesla to submit all relevant design, software, and failure records by December 10, with potential penalties for late submission [2] Product & Service Updates - Tesla is offering a 30-day free trial of FSD (Full Self-Driving) Supervised with the purchase of a set of four tires at service centers or the online store [2] - FSD v14 is now being rolled out to early Cybertruck testers [2]