Uber的CEO 最近坐不住了 他居然在 公開論壇上 對馬斯克 發出了最後通牒！ 他說你的 Robotaxi很宏大 但想賺錢？ 你離不開 我Uber！ 他一邊畫大餅 說合作能讓 特斯拉車主賺翻 一邊又在威脅 說不合作 你們的 Robotaxi 計畫就得失敗！ 這簡直就是 赤裸裸的 威逼利誘！ 你以為這是 強者的示好？ 不！ 這恰恰是 恐懼的證明！ Uber 比誰都清楚 一旦特斯拉 自己的Robotaxi 網絡建成 對Uber將是 毀滅性的打擊！ 所以他想趁 特斯拉還沒 長成巨龍前 搶先一步 把它招安了 讓特斯拉的 自動駕駛 變成他平台下 一個高級版 的司機而已！ 但馬斯克會把 帝國的命脈 交到對手 的手上嗎？ 答案只有一個字 絕不！ 馬斯克要的 是從硬體到軟體 再到營運的 完全掌控！ 他要吃掉 整個產業鏈！ 所以你看 當一個競爭對手 開始半公開 地求饒時 你就知道 馬斯克那 30萬億的 瘋狂夢想 可能真的離我們 不太遠了. ...

Valuation & Market Perception - Tesla is labeled as a meme stock due to its high P/E ratio exceeding 200x, compared to Apple and Nvidia around 30x, which some perceive as a bubble [1] - The report argues against valuing Tesla solely as a car company, advocating for recognition of its potential in disrupting global energy and labor markets [1] - The report criticizes traditional fundamental analysis as being backward-looking and failing to account for Tesla's future potential [1] Technological Innovation & Future Growth - The report emphasizes the importance of understanding the data and competitive advantage (moat) of Full Self-Driving (FSD) [1] - The report highlights the potential value of Optimus robots [1] Investment Strategy - The report suggests that investors who view Tesla as a meme stock are underestimating its future potential and innovative technologies [1] - The report advocates for a forward-looking investment approach based on insights into the future rather than relying solely on historical financial data [1]

Market Perception & Valuation - Tesla is labeled as a meme stock by a Yale professor due to its high P/E ratio, exceeding 200x, while Nvidia is around 25-30x, and Apple and Microsoft are around 35-36x [1] - An analyst who previously had a negative outlook on Tesla has shifted to a positive outlook, not due to fundamental factors, but due to technical aspects and market sentiment [1] - The market views Tesla not just as a car company, but as a company focused on energy, AI, and robotics [1] Future Growth & Strategy - Tesla's potential future value is expected to come from Robotaxi and Optimus, with traditional car sales being just the entry point [1] - Elon Musk believes Tesla's market capitalization could reach $30 trillion, contingent on Robotaxi and Optimus [1] - Uber attempted to partner with Tesla on Robotaxi, but Tesla seems to prefer operating independently to maintain full control of the ecosystem [1] - Tesla is collaborating with Uber Freight on Semi electric trucks, but will not compromise on the core strategic Robotaxi business [1][2] Corporate Governance & Shareholder Matters - Tesla's board of directors is seeking shareholder approval for Elon Musk's compensation package to retain him and incentivize him to lead Tesla [2] - A shareholder proposal suggests Tesla should invest in xAI, but the board of directors has not commented [2] - Tesla shareholders are being asked to vote on proposals, including one to authorize investment in xAI and another to include sustainability metrics in executive compensation [2]

如果你還以為 特斯拉只是 一家車廠 那你可能 錯過了馬斯克 真正的野心！ 電動車 根本只是他 能源帝國 的第一步 看看澳洲 正在發生什麼 一個叫奥拉纳 Orana 的項目 可能是全球 最大的 電池儲能站 用的全是 特斯拉的 Megapack！ 負責人的評價是 交付準時 安裝超級簡單！ 這簡直是顛覆！ 當傳統電廠 還在跟鋼筋水泥 死磕好幾年時 馬斯克已經 把能源基建 做成了 樂高積木！ 用卡車運到現場 吊裝接線 快速搞定！ 但賣硬體 只是第一層 馬斯克 真正在做的 是定義整個 遊戲的規則！ 傳統電網 為什麼穩定？ 靠的是發電廠裡 巨大笨重的 「物理陀螺儀」 而特斯拉 的殺手鐧 是用純電子技術 在毫秒之間 模擬出同樣的 穩定效果 叫做 「虛擬慣性」 技術上不斷的 迭代更新 才是特斯拉 真正的護城河. ...

Safety Concerns & Design Flaws - Tesla's Model 3 and Y door opening mechanism, relying primarily on electronic buttons, has been criticized as a potential "death trap" due to failure risks during power outages or accidents [1] - The hidden mechanical lever as a backup is deemed insufficient, especially in emergency situations like being trapped in a submerged or burning vehicle [1] - Media outlets have questioned the design's practicality and user-friendliness, particularly for first-time passengers unfamiliar with the hidden lever [1] Design Improvement - Tesla's design director confirmed the integration of electronic buttons and mechanical levers for door operation [1] - The new design aims to prioritize user's survival instincts by allowing electronic control when powered and mechanical operation when unpowered [1]

FSD and Autonomous Driving - Tesla's FSD (Supervised) has officially launched in Australia and New Zealand for HW4 Model 3 and Y owners via OTA update, marking a milestone in global expansion [1] - Tesla has reduced the FSD penalty globally, cutting the observation period for violations from 7 days to 3.5 days [1] - Tesla is confident that its system is ready for more complex overseas road conditions and requires less strict supervision [1] - The next stop for FSD expansion after Australia and New Zealand is anticipated, with potential candidates being the UK or Japan [1] - The industry anticipates the future of autonomous driving is expanding faster than expected, with Tesla leading the way [1] Product and Design Updates - Tesla's design director confirmed a significant update to the internal door handle design, merging the electronic button and manual lever [1] - The door handle redesign is being researched in China, potentially due to the market's size, competitive pressure, and stringent safety requirements [1] Energy Storage - Several large energy projects in Australia are using Tesla's Megapack, a large-scale battery storage solution [2] - A 415 MW power, 1660 MWh capacity battery storage project is underway, potentially the world's largest, utilizing Tesla's Megapack [2] - The first phase of the MREH (Melbourne Renewable Energy Hub) project provides 600 MW of capacity and 1.6 GWh of energy storage, enough to supply 200,000 households during peak hours [2] - Tesla is integrating hardware and software in the energy sector and influencing policy by participating in discussions about the future of the Australian National Electricity Market (NEM) [2] Future Outlook - Elon Musk believes we are very close to digital superintelligence, potentially occurring in 2025 [2]

Autonomous Driving Safety Comparison - Waymo's accident rate in San Francisco is over 80% lower than human drivers [1] - Tesla FSD operates without pre-mapped high-precision maps, relying on real-world data from millions of vehicles [1] Technology and Approach - Waymo utilizes expensive LiDAR and high-precision maps, essentially operating in a controlled environment [1] - Tesla FSD navigates real-world chaos and unexpected events, learning from its mistakes [1] Future Implications - The report questions whether Waymo's "perfect" performance in a controlled environment is more valuable than Tesla's experience in the real world [1] - The report suggests the future of autonomous driving depends on the ability to handle unpredictable and unfamiliar environments [1]

馬斯克 親手開除的 最得力女將 卻到 Uber Freight 擔任CEO 故事的主角 叫麗貝卡·蒂努奇 (Rebecca Tinucci) 她就是那個 帶領特斯拉 充電團隊 奇蹟般地讓 福特通用 幾乎所有對手 全都放棄 自己的標準 改用特斯拉 NACS 接口 的女人！ 她贏得了 充電戰爭！ 但勝利的 香檳還沒開 馬斯克的 裁員令就到 第一輪 她忍痛裁了 20% 的員工 但馬斯克不滿意 要求她裁掉 更多核心骨幹 蒂努奇 選擇了抵抗！ 她告訴馬斯克 再裁團隊就崩了 承諾的擴建 目標就完不成了！ 馬斯克的 反應是什麼？ 極度的憤怒！ 在他看來 這是對 權威的挑戰 於是他做了 一個震驚整個 行業的決定 解雇了蒂努奇 和她手下 所有的員工！ 整個王牌團隊 500 人 連根拔起！ 你以為故事 就這樣結束了？ 不！ 這才是最 精彩的開始！ 這位被 流放的將軍 轉身就空降 Uber 成了 Uber Freight 的新任 CEO！ 而她上任後的 第一把火 就是跟 特斯拉合作 推廣 Semi 卡車！ 這到底是 一笑泯恩仇 還是史上 最牛的復仇？. ...

Uber Freight & Tesla Partnership - Uber Freight launches Tesla Semi truck accelerator program, offering subsidies to reduce the upfront cost of Tesla Semi trucks for trucking companies [1] - The program integrates Semi trucks into Uber Freight's network, guaranteeing pre-determined partnerships and maximizing utilization for trucking companies [1] - Uber Freight appointed Rebecca Tinucci, former Senior Director of Charging Infrastructure at Tesla, as its new CEO, signaling a strategic alignment [1] Rebecca Tinucci's Role - Tinucci's experience in planning and building large-scale infrastructure networks, particularly her work on Tesla's Supercharger network, is crucial for Uber Freight's expansion [2] - Her expertise in B2B partnerships, demonstrated by her success in establishing Tesla's NACS as an industry standard, is valuable for integrating shippers and carriers [2] - Tinucci's experience in combining hardware and software operations, as seen in Tesla's Supercharger stations, aligns with Uber Freight's goal of transforming the traditional freight industry with technology [2] Autonomous Driving - Waymo received approval to operate at San Francisco International Airport (SFO) [2] - Waymo's safety report claims 91% fewer crashes with serious injuries, 80% fewer crashes with any injuries, and 79% fewer airbag deployments compared to human drivers in the same area [2] - Tesla's FSD relies on real-world data from millions of vehicles, aiming to solve real-world chaos and randomness, contrasting with Waymo's approach of operating in highly controlled environments [2]

Production & Sales Performance - Lucid's latest SUV model, despite costing billions, only registered 9 units in the US market in the first half of the year [1] - The CEO claims market demand exceeds production capacity, implying potential production issues [1] Financial Stability & Market Positioning - The brand relies on Saudi Arabian funding to sustain operations [1] - The company's ambition to be a "Model Y killer" is questioned, with the situation described as a "farce in the capital market" [1]