Vehicle Development & Timeline - Tesla Roadster, initially announced in 2017, is confirmed to be on track for a 2025 release [1] - The chief designer, Franz von Holzhausen, reaffirmed the 2025 timeline in a recent interview [1] Vehicle Performance & Design - The Roadster is described as a car that "challenges the limits of physics," indicating exceptional performance capabilities [1] - The Roadster is positioned as a true Hypercar and a top-tier collectible, distinguishing it from a faster Model S [1]

Product Development & Strategy - Tesla Roadster is confirmed for release and demonstration in 2025, featuring unique "collectible-grade" paint options [1] - Model Y is praised for its high CP value (cost-performance ratio), offering a premium experience beyond its $40 thousand price point [1] - Cybertruck's challenging manufacturing process, particularly the stainless steel exoskeleton, aims to "break conventions" and realize innovative design [1] - Tesla is focusing on both "high-value" products like Model Y to capture the mainstream market and "extreme" projects like Cybertruck and Roadster to elevate the brand's technological ceiling [1] Autonomous Driving & Technology - Tesla's FSD (Full Self-Driving) will be deployed in Boring Company's Las Vegas Loop, carrying over 4 thousand passengers daily in a semi-open, real-world environment [1] - Las Vegas Metropolitan Police Department (LVMPD) is deploying 10 Cybertruck police vehicles, highlighting the vehicle's durability, reliability, and low maintenance costs [1][2] Sales & Marketing - Tesla's most popular color is "Pearl White Multi-Coat" [1] - Standard version of Model Y is priced starting from $39990, aiming to expand FSD adoption by making the car more accessible [2] Energy Solutions - A $51 million Tesla Megapack energy storage system has been launched at a Nucor steel plant in Kingman, Arizona, to reduce "demand charges" and provide energy independence [2] After-Sales Service - Tesla has launched a "Tire Center" in its app, offering Tesla-certified tires (Michelin Primacy MXM4 (T1) or Hankook Ventus S1 AS (T0)) designed to optimize performance and potentially increase range by up to 20 miles [2]

Investment & Risk - GIC, a sovereign wealth fund managing hundreds of billions of US dollars, is suing NIO, marking the first time it has taken such action against a Chinese company listed overseas [1] - GIC accuses NIO of financial fraud, specifically using accounting practices to recognize future revenue of $600 million upfront [1] - The lawsuit raises concerns about potential financial irregularities within the broader electric vehicle industry, questioning the financial health of numerous companies [1]

哪個 CEO 會瘋狂到 親手毀掉政府 送上門的 幾十億美金？ 還在社群 媒體上大喊 別給我錢！ 把所有補貼 都取消！ 你是不是覺得 這人瘋了？ 當年馬斯克 這麼幹的時候 所有人 都覺得他瘋了 但今天 通用汽車 慘虧 16 億美元 福特的電動車部門 光一年就準備 燒掉 50 億！ 他們一個個 被扒下了底褲 我們才恍然大悟 馬斯克根本 不是瘋了 他把7500 美金的 電動車補貼 變成了一件武器！ 它的規則 簡單又致命 就像一顆 精準制導的飛彈 直接炸向了那些 過去十幾年 為了走捷徑 把身家性命 全壓在中國 供應鏈上的 傳統車廠 而誰是 最大的贏家？ 恰恰是那個 十年前像個 苦行僧一樣 在內華達沙漠裡 從零開始 打造北美本土 供應鏈的特斯拉 所以你明白了嗎？ 馬斯克根本 不是在拒絕補貼 他是在利用政治 為自己 清理戰場！. ...

大家好我是大鱼 哪个CEO会 公开要求政府 取消对自己 公司的补贴？ 几年前 马斯克这么做时 大家都觉得他疯了 但今天 当通用福特 惨赔数十亿美元 我们才发现 这不是疯狂 而是一场教科书 等级的阳谋 他竟将单纯的 电车补贴 玩成了一把 精准打击对手 顺便奖励自己的 地缘政治武器 大家不要错过 今天的精彩内容 OK let's go 第一部分 马斯克的阳谋 哪个公司的老板 会嫌钱烫手 公开在 社群媒体上大喊 叫政府别再给 自己行业发补贴了？ 这听起来是不是 有点反直觉？ 但马斯克就曾经 发过这么一条推文 他说拿掉补贴吧 这只会对 特斯拉有帮助 他还认为 应该把所有行业的 补贴都取消掉！ 这操作曾经 让很多人认为 马斯克是疯了 但最近几家 传统车企的最新动向 却能证明马斯克 的先见之明 今天 我们就要把这件事 和最近在中国 发生的一件 看似无关的「假新闻」 事件串起来聊 因为这两件事 放在一起 就像一面稜鏡 折射出马斯克 和特斯拉 在中美这盘大棋局里 那个极其微妙 又充满矛盾的角色 他一边在美国 利用政府的政策 把传统车厂往死里逼 另一边 又把公司下一个 世代的未来 压在了华盛顿 最想「脱钩」的 中国供应链上 这 ...

AI Model Compression - Tesla is compressing a massive AI model trained with over 120,000 top-tier NVIDIA GPUs into a small 8GB chip [1] - The industry refers to this AI model compression as "AI alchemy," creating a significant competitive advantage for Tesla [1] - Tesla employs three key techniques: quantization, pruning, and distillation [1] Technical Details - Quantization simplifies the AI model's output, reducing its size [1] - Pruning removes irrelevant information from the model, streamlining its knowledge base [1] - Distillation involves a smaller model mimicking the decisions of a larger, cloud-based model [1] Implications - This approach enables Tesla vehicles to possess a local "super brain" capable of making instant decisions without relying on internet connectivity or cloud computing [1] - The industry views this as a disruptive strategy, providing a significant advantage [1]

不知道 特斯拉最新的 「瘋狂麥克斯」模式 是不是給你 帶來了驚喜呢？ 但你可能不知道 FSD 升到 V14 之後 一個老問題 似乎變本加厲 地回來了 就是「幽靈煞車」！ 很多人都在罵 說怎麼越更新 開起來越 像個新手？ 一頓一頓的 超級卡！ 難道特斯拉的 工程師都 睡著了嗎？ 其實這很可能 不是一個bug 而是特斯拉 故意這麼做的！ 他們選擇了一個 「寧可錯殺一千 絕不放過一個」 的鐵血策略 V14 的反應速度 和判斷力 比 V13 強了 不知道多少倍 它就像一個精神 高度緊張的保鑣 任何潛在的風險 哪怕只有 0.1%的可能 它都會立刻 減速警告你 之前的 V13 為什麼感覺順？ 說白了那是 因為它的反應 還有點慢 所以 你感覺到 的「卡頓」 其實是 FSD 變得更聰明 更警覺的證明 特斯拉的邏輯 很簡單粗暴 先把安全值 拉到1000% 舒適度？ 那種東西 之後動動手指 OTA 一下 晚點再給你. ...

FSD and Technology - Tesla's FSD (Supervised) v14.1%.2 introduces "Mad Max" mode, showcasing confidence in system stability and safety [1] - The industry acknowledges that computers can handle "extreme driving" better than humans due to superior precision and calculation [1] - Tesla engineers are aware of "phantom braking" issues in V14 but prioritize safety over smoothness, adopting a "better safe than sorry" strategy [1] - Tesla employs "Model Compression" techniques (Quantization, Pruning, Distillation) to fit AI models trained on 120,000 NVIDIA GPUs into an 8GB chip [1] - The company focuses on software optimization over hardware upgrades, viewing it as a more scalable approach [1] Financial Analysis and Market Position - Tesla's stock closed at $428.75, down 1.85% with a trading volume of 76.58 million shares [1] - Barclays raised Tesla's target price to $350, citing the accelerating autonomous driving and AI narrative [1] - DHL plans to integrate Tesla Semi trucks into its US transportation network by 2026 after successful testing [2] - Tesla has begun production of the Model Y Standard version at Giga Texas, aiming for lower prices and broader market reach [2] - Cybercab is being tested in California, reflecting Tesla's progress in Robotaxi development [2]

馬斯克在撒謊嗎？ 關於那個 可能改變 人類社會 的Optimus 機器人！ 股東們這次 問得太專業了 Optimus 你到底是不是 個昂貴的玩具？ 在發佈會上跳舞 做瑜伽 當然很酷 但別忘了 它真正的 戰場是工廠！ 要在那裡 24 小時 不間斷地 穩定地擰螺絲 那需要的 穩定性和可靠性 簡直是 地獄級難度！ 問題的 核心是什麼？ 是那個讓機器人 能像人一 樣靈活抓取 操作的工程硬體 還有背後 如何從海量的 數據中訓練出 一個能通用 行動的模型 讓它不只 會單一任務 這每一個環節 都是一場燒錢 又燒腦的戰爭 我們都知道 Optimus 的潛力 比一萬輛 特斯拉汽車 加起來還要大 它打開的是一個 萬億級別的 勞動力市場 但如果特斯拉 拿不出一個清晰 具體的路線圖 來解決這些 實打實的工程挑戰 那即便這張 「未來藍圖」再宏偉 也只會是 空中樓閣 你相信馬斯克 能在 2026 年 實現量產嗎？. ...

Customer Trust & Brand Loyalty - Tesla faces a significant trust crisis due to its handling of Full Self-Driving (FSD) upgrades for early adopters [1] - The core issue revolves around the perceived betrayal of early customers who purchased FSD with the understanding of "lifetime membership" [1] - The company's decision to require HW4 system upgrades for the latest FSD, leaving older HW3 chip users behind, is seen as a breach of promise [1] - The situation poses a challenge to Elon Musk's integrity and Tesla's reputation, questioning whether short-term profits outweigh long-term brand loyalty [1] Financial & Strategic Implications - Large-scale hardware recalls and upgrades are financially burdensome for Tesla, impacting its financial statements [1] - The company must decide between prioritizing short-term shareholder satisfaction and safeguarding the loyalty of its earliest supporters [1] - Failure to offer a substantial HW3 to HW4 upgrade plan could lead to consequences beyond just reduced car sales [1] Technological & Upgrade Concerns - The core of the problem is the ineligibility of older HW3 chips for the latest fully automated driving features [1] - Tesla is allegedly forcing older users to purchase new cars to upgrade to the HW4 system [1]