女股神木頭姐說 特斯拉的 Robotaxi 要徹底碾壓 Waymo 你敢信嗎？ 很多人都覺得 她在吹牛 但一張圖 就足以讓 所有人啞口無言 這是方舟投資 做的各大城市 Robotaxi 需求圖 再看看 Waymo 的產能 就是這條幾乎 貼著地板的細線！ 連一個城市的 高峰都滿足不了！ 為什麼？ 因為它自己不造車 命脈全在 別人手裡！ 那特斯拉呢？ 它的潛在車隊規模 是這條線！ 現有主力 車型的年產能 是這條線！ 而未來的終極武器 Cybercab 是這條線！ 三條線 條條都把 Waymo 按在地上摩擦！ 最恐怖的是什麼？ 特斯拉 奧斯汀工廠 僅僅9天的產量 就能超過整個城市 所有的網約車！ 這不叫競爭 這叫清場！. ...

馬斯克要把FSD 送到一個新的 地獄考場！ 就是日本！ 窄巷行人 複雜到爆的 交通標誌！ 說是測試 更像是挑戰！ 馬斯克就是要 向全世界證明 我的 FSD 不只在美國好用 在東京這種 極端複雜的環境 照樣稱王！ 但這背後 藏著一個 更狠的目標 攻破豐田本田 的心理防線！ 這就像什麼？ 就像當豐田還在 驕傲地談論 輔助駕駛的時候 馬斯克已經把 一套真正的 人工智慧大腦 直接空投到了 他們的東京 總部門口！ 這就是一場 降維打擊！ 將是2025年的 iPhone時刻！ 當年在玩實體 鍵盤的諾基亞 連反應的 時間都沒有 這次 輪到日本的 汽車巨頭們 瑟瑟發抖了嗎？. ...

Market Trends & Industry Dynamics - Tesla has begun testing FSD (Supervised) in Japan, a market known for its complex traffic conditions, signaling a potential breakthrough in autonomous driving technology in challenging environments [1] - The deployment of FSD in new countries allows Tesla's neural network to absorb local driving data, enhancing its intelligence and adaptability to diverse driving cultures and scenarios [1] - Ark Invest's analysis suggests Tesla is poised to surpass Waymo in the Robotaxi sector, outlining Tesla's development roadmap with a focus on production capacity and cost efficiency [1] Investment Opportunities & Competitive Advantages - Tesla's vertical integration provides a significant advantage in scaling Robotaxi fleets, with potential Cybercab production reaching 2 million to 4 million units annually [1] - Tesla's estimated Cybercab cost is projected to be below $0.2 per mile, significantly lower than Waymo's sixth-generation vehicle cost, driven by dedicated design and a pure vision approach [1] - Tesla's FSD fleet collects 40 times more real-world driving data daily than Waymo, with a potential increase to 900 times more when considering all Tesla vehicles using shadow mode, enhancing the AI's generalization capabilities [1] Potential Risks & Challenges - Regulatory approvals in regions like Japan, New York, and California could pose challenges to Tesla's Robotaxi expansion [1] - The Verge raises concerns about regulatory scrutiny regarding Tesla's FSD deployment in Japan, highlighting the strictness of Japanese government approvals for autonomous driving [1]

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Market Strategy - Tesla's Q3 sales are predicted to be strong due to the impending end of the $7,500 electric vehicle subsidy in the US [1] - Tesla is anticipated to face a sales slump in Q4 after the subsidy ends [1] - Tesla plans to launch the Model Y L in Q4 to counteract the sales decline caused by the subsidy's expiration [1] - The Model Y L is expected to be more spacious and practical, targeting the US market [1] - Tesla aims to offset the policy change's impact on sales by introducing a new, highly anticipated vehicle [1]

Tesla China Sales Performance - Tesla China's weekly sales reached 14,000 units, indicating a strong recovery from the first half of the year [2] - Analysts have raised Q3 delivery expectations for Tesla China by 25,000 units, projecting total sales of 164,000 units [2] - Tesla's cumulative registered data in China is almost on par with the previous two years, despite intense competition in the Chinese electric vehicle market [2] - The launch of the new Model YL in China is expected to significantly boost Tesla's sales [2] Model YL Global Strategy - Model YL is not exclusive to China and will likely be introduced in North America and Europe [2] - Production costs for Model YL are minimal as it is a modified version of the existing Model Y and can be produced on the same production line [2] - Tesla plans to leverage the Shanghai factory for Model YL production before expanding to other locations like Texas [2] - The introduction of Model YL in the US market is strategically timed to offset potential sales declines following the expiration of federal electric vehicle tax credits [2] - European market introduction of Model YL will follow North America, based on market demand for larger SUVs [2] Tesla Production and Operations - In Europe, Tesla Model Y continues to dominate the electric vehicle market, outselling the second-place Volkswagen ID4 by 170% with 2,768 units [3] - Tesla increased the annual percentage rate (APR) on Model Y loans from 349% to 399% in the US, signaling strong demand [3] - Tesla updated its Referral Program, offering $250 discount for Model S or X purchases, and three months of free FSD (Supervised) for Model 3, Y, or Cybertruck purchases [3] - Musk views X platform as the future of citizen journalism [3]

Customer Experience & Loyalty - Tesla transforms a negative collision experience into a positive brand loyalty opportunity [1] - Tesla provides a rental car at $45 per day, matching the insurance company's reimbursement limit, making it free for the customer [1] - The rental car includes complimentary FSD (Full Self-Driving) access, free Supercharger usage, and free toll fees [1] - Tesla offers 24-hour roadside assistance during the rental period [1] Competitive Advantage - Traditional car manufacturers struggle to replicate Tesla's customer-centric approach to handling collisions [1]

Market Strategy - Tesla is launching the Model Y L in China, a strategic move to directly compete with local competitors by incorporating features like six seats, independent ventilated seats in the second row, and active suspension [1] - Tesla is challenging the perceived advantages of Chinese competitors by offering enhanced comfort features such as heated seats in the third row [1] - The company aims to redefine the competitive landscape by demonstrating superiority in areas where Chinese rivals were thought to excel [1] Product Features - Model Y L includes six seats with independent, ventilated second-row seats [1] - The vehicle is equipped with active suspension to improve ride quality [1] - Heated seats are available even in the third row, enhancing passenger comfort [1]

Market Trends & Product Analysis - Tesla's Model YL debuts in China, targeting the family car market with a focus on comfort and features [1] - The Model YL includes a six-seat configuration with "Captain Chairs," heated and ventilated second-row seats, and heated third-row seats [1] - Model YL features an adaptive suspension system with continuous variable damping, improving ride comfort [1] - The starting price of Model YL is 339,000 RMB (approximately $47,000 USD), positioning it to compete with local Chinese brands like Li Auto and NIO [1] Operational Updates & Services - Tesla introduces a new service in the US where customers can rent a Tesla for $45 USD per day during collision repairs [1][2] - The $45 USD daily rental fee is designed to fall within the daily rental allowance provided by most insurance companies [2] - Tesla's rental service includes free FSD (Supervised), free supercharging, free toll fees, and roadside assistance [2] Cybertruck & Law Enforcement - The police in Jalisco, Mexico, have added three Tesla Cybertrucks to their patrol fleet for the 2026 FIFA World Cup [2] - The Cybertrucks will serve as mobile intelligence units, utilizing advanced technology to enhance security during the World Cup [2] Leadership & Vision - Elon Musk aims to improve the future for humanity, even if it involves mistakes along the way [2]

馬斯克說 敵人攻擊你 分兩個階段 第一階段 他們說你 是個騙子 第二階段 他們會哭訴 你強到不公平 你以為這只是 一句玩笑話？ 現實遠比劇本 更魔幻 就在不久前 歐洲的傳統 汽車巨頭們 做了一件大事 他們聯合起來 給歐盟施壓！ 要求在未來的 貿易協定裡 必須限制 特斯拉的 FSD！ 理由就是 FSD 構成了 不公平競爭！ 看懂了嗎？ 劇本已經 從第一階段 跳到了第二階段！ 當 Waymo 的 前 CEO 還在 糾結車裡 有沒有人時 這些歐洲老大哥們 已經連遮羞布 都不要了 直接攤牌 我們在技術上 打不過 請求政府 把最強的那個選手 禁賽！ 這已經不是 技術上的辯論 而是明確的 商業圍堵！. ...