Strategic Focus - Tesla's primary focus is not solely on vehicle sales but on building an AI-driven ecosystem [1] - The company is constructing a super data center and developing the AI5 chip to power millions of robots [1] - Tesla envisions a closed-loop system integrating power generation, energy storage, data centers, AI training, electric vehicles, and humanoid robots [1] - The company's long-term vision extends beyond electric vehicles to encompass AI and robotics [1] Technological Development - The AI5 chip is designed to drive millions of robots [1] - Tesla is secretly building a super data center [1] Industry Perspective - Analysts are primarily focused on Tesla's vehicle delivery numbers [1] - The investment in Tesla is a bet on more than just an electric vehicle company [1]

大家好我是大鱼 你以为首富 只是开开会 签签字吗？ 大错特错 马斯克这份 地狱行程单 是在为特斯拉 的AI晶片 人形机器人 和超级数据中心 亲自作战 他已经开启 战时模式 这不是在 管理公司 而是在打造未来 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 地狱行程！ 兄弟们 你们觉得自己 工作辛苦吗？ 来看看这张 全球首富的 行程单吧 马斯克昨天 深夜发了篇文 说Daddy is very much home 我看完下面的内容 只有一个感想 这哪是回家 这根本是 把公司当家 把地球当 办公室在奔波 周末是什么？ 对马斯克来说 周末就是 从一个战场 到另一个战场 我们来一条一条拆解 看看这个男人 是怎么用 72 小时 来定义什么 叫做极致效率 首先是周五晚上 当大家准备 放松的时候 他在干嘛？ 他在跟Optimus 机器人的 工程团队开会 Optimus不只是 特斯拉的未来 也是人类的未来 马斯克赌的 是通用人形 机器人将会 比电动车的市场 大上好几倍 他不是在 制造一个玩具 他是在打造 第一代能够 进入家庭和工厂 的人造工人 这件事的 技术难度 所需要的资本 还有它背后 隐藏的潜力 ...

Strategic Analysis - Tesla's decision to entrust its AI 6 chip to Samsung, despite TSMC's technological superiority and Samsung's yield struggles, is a calculated move beyond immediate technical considerations [1] - Elon Musk's strategy involves anticipating future scenarios, prioritizing long-term strategic advantages over short-term technical risks [1] - Tesla is not solely focused on Samsung's current technology but rather on securing future production capacity and negotiating power [1] - Tesla anticipates that Samsung will dedicate significant resources to resolve technical challenges within two years after securing the order [1] - Tesla aims to foster competition for TSMC, preventing a single company from monopolizing critical technologies [1] Industry Impact - The move is interpreted as Tesla proactively creating a competitor for TSMC to avoid future supply chain bottlenecks [1] - Tesla is willing to accept current technical risks to ensure long-term strategic autonomy [1]

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Investment & Confidence - Elon Musk purchased $1 billion of Tesla stock, signaling strong confidence in the company's future [1] - The purchase was a non-scheduled, discretionary buy, indicating Musk's belief that the stock is undervalued [1] - This investment is seen as a move to secure shareholder approval for Musk's compensation plan, which includes potential rewards of $1 trillion if Tesla's market capitalization reaches $8500 billion [1] Robotaxi & Future Business - Analysts believe Musk's stock purchase is a strong signal of confidence in Tesla's Robotaxi business, which is considered crucial for future growth [1] - The success of Robotaxi is seen as the key to unlocking the $1 trillion reward for Musk and the board, rather than relying solely on Model Y sales [1] - The company is betting on Robotaxi to drive future stock value and achieve ambitious financial goals [1] AI Chip & Memory Strategy - Tesla is evaluating memory solutions (HBM vs GDDR) for its AI hardware, considering factors beyond peak performance, such as cost and power efficiency [2] - Tesla is prioritizing a system-level approach to AI hardware design, optimizing for real-world performance and cost-effectiveness rather than just focusing on specifications [2] - The company is focusing on the efficiency of active parameters within its AI models, questioning the need for expensive, high-bandwidth memory (HBM) for the entire AI brain [2] Supply Chain & Manufacturing - Tesla is potentially partnering with Samsung for AI chip (AI6) production to diversify its supply chain and gain negotiating leverage against TSMC [2] - By supporting Samsung's manufacturing capabilities in the US, Tesla aims to create a second source for advanced AI chips and mitigate geopolitical risks [2] - The company's decision to work with Samsung is a strategic move to secure long-term supply chain control and potentially benefit from US government subsidies [2]

忘了賣車和 Robotaxi吧 馬斯克真正的 終極野心 可能根本 就不是車！ 一位超級多頭 提出一個極度 大膽的預測 特斯拉 最值錢的業務 竟然是它的 AI 晶片！ 這件事怎麼理解？ 你聽過 AI 運算 分訓練 和推理吧？ 輝達黃仁勳 親口說過 未來 95% 的需求 都是推理！ 這才是黃金賽道！ 好 重頭戲來了 如果特斯拉 一顆AI 晶片 24 小時不停工作 能創造 多少價值？ 不多 就算100 美元 但如果馬斯克 部署了十億顆呢？ 這意味著每年有 數萬億美元 的收入！ 所以你看懂了嗎？ 你的特斯拉 晚上停在車庫 不再是閒置資產 它會連上網路 成為巨大算力 網的一部分 默默幫你賺錢！ 賣車只是開始 出租 AI 算力 才是馬斯克 真正的利潤核心！. ...

特斯拉的 自動駕駛 即將迎來一次 核彈級的升級！ 這一切的秘密 都藏在一顆 叫做 HBM 的 記憶體裡 它到底有多強？ 這麼說吧 過去的晶片 就像一條普通的 城市公路 數據一多 必堵無疑！ 而現在的 HBM 呢？ 它等於直接 給你蓋了一座 擁有上千條 車道的 垂直立體 超級高速！ 數據傳輸能力 完全不是 一個次元！ 那問題來了 FSD 為什麼 突然需要這麼 奢華的配置？ 答案是 它的胃口 已經大到 GDDR 根本 餵不飽了！ 它不再只做 簡單的駕駛判斷 而是要像 AI 大腦一樣 即時處理 海量的數據！ 馬斯克 真正要做的 是把一台 貨真價實的 AI 超級電腦 直接塞進 你的車裡！ 這將是一場 徹底的革命. ...

AI Technology and Strategy - Tesla is integrating a high-performance AI supercomputer into its vehicles, representing a significant hardware upgrade and a revolution in autonomous driving capabilities [1] - The next-generation AI chip, AI5 or HW 5.0, will utilize HBM (High Bandwidth Memory), significantly increasing data processing speed and efficiency to meet the demands of large language models [1] - FSD (Full Self-Driving) version 14 is expected to improve performance by 2 to 3 times, enabled by the advanced hardware capabilities [1] - Tesla's AI chip business, focusing on inference, could potentially be more valuable than the RoboTaxi business, with each chip potentially generating $36,000 per year [1] Robotaxi and Operational Expansion - Tesla has received approval for Robotaxi operations in Nevada, expanding its service area from Texas and California [1] - A job posting indicates Tesla is developing a real-time pricing algorithm for Robotaxi services, including global airport integration [2] - Tesla is extending the testing period for its Robotaxi service in Austin, Texas, increasing operating hours to 20 hours per day and expanding the service area to approximately 170 square miles [2] Market Performance and Production - Electric vehicles achieved a record 98.4% market share in Norway in August, with Tesla Model Y outselling competitors [2] - Giga Berlin has revised its production plans upwards for the third and fourth quarters due to strong sales data across more than 30 markets [2] Industry Impact and Partnerships - Tesla's adoption of HBM memory could create a new demand source, potentially influencing other automakers to follow suit [1] - Samsung could benefit significantly by providing both chip manufacturing and HBM memory solutions to Tesla and other customers [1]

FSD Performance & User Experience - Morgan Stanley's chief auto analyst Adam Jonas drove a Model Y with FSD v12.4.1 for 2200 kilometers from New York to Michigan [1] - FSD completed 99% of the total mileage, freeing hands and feet for nearly 12 hours [1] - The analyst experienced a "soul-deep subversion" feeling [1] - There were two manual takeovers due to sudden rain, but FSD did not make any mistakes or cause any dangerous situations [1] - The analyst cannot imagine buying an electric car without FSD [1] - The analyst feels that buying FSD for $8000 was a great deal [1]

特斯拉一撞 就報廢 維修費會讓 你破產嗎？ 停！ 這可能是 關於特斯拉 流傳最廣 也是錯得 最離譜的謊言！ 事實上 一份來自 英國的權威 汽車研究報告 直接打了所有 唱衰者的臉 結論是 在特定條件下 維修一台 一體壓鑄的 Model Y 竟然比修傳統 鋼製車身的 Model 3 還要便宜！ 你以為的維修 是整個換掉 但特斯拉 真正的維修 好像外科手術！ 特斯拉早就 開發了分區 成型技術 車身就像一塊 標記好手術 區域的身體 工程師有 精確的切割點 如果撞壞了 車尾一角 維修技師 會像外科 醫生一樣 精準切除 損壞的部分 然後完美 植入一個 新的預製件 因為上百個 零件變成了一個 拆裝工時 和周邊零件 反而更少！ 所以 這根本不是 維修地獄 這是一場 由馬斯克發動的 從生產到售後 的維修革命！. ...