所有媒體 都在報 特斯拉的xAI 提案被否了！ 但相信我 你看錯重點了！ 那只是煙霧彈！ 馬斯克 真正想要的 是另一張牌 還記得他 為什麼拼了命 也要把特斯拉 總部搬到 德州嗎？ 就是為了一條 新的「霸王條款」 你必須持有 公司 3% 的股票 才有資格 告董事會 「自肥」！ 3% 是多少錢？ 幾百億美金！ 這等於是直接 廢掉了所有 小股東的 「武功」！ 好 重點來了 這次股東會 有基金提出 「提案10」 要求廢除 這個 3% 門檻 這才是真正的 多空對決！ 結果呢？ 股東們以 3: 1 的 壓倒性優勢 否決了 這個提案！ 看懂了嗎？ 股東們 親手投票說 我們相信 馬斯克！ 我們不准你們 這幫愛告狀 的律師 來綁住 董事會的手腳！ 這才是馬斯克 的 4D 棋局！ xAI 那個 提案過不過 其實根本 不重要了 董事會現在 有了股東給的 「免死金牌」 他們下一步 想怎麼跟 xAI 合作 恐怕誰也 擋不住了！. ...

欸 我問你一個 小學數學題 10.6%億 跟9.16%億 哪個大？ 當然是 10.6% 億嘛！ 但在這次 特斯拉股東會上 關於投資 xAI 的提案 贊成票 10.6% 億 反對票 9.16% 億 結果官方 8-K 文件白紙黑字 未獲批准 (Not Approved)！ 這什麼鬼？ 難道 特斯拉的數學 是體育老師教的？ 錯！ 這是一堂價值 千億美金的 公司章程課 魔鬼藏在細節裡！ 你去看文件 旁邊還有 一欄叫「棄權」 高達 4.73% 億股！ 這就是個陷阱！ 特斯拉的 公司章程規定 「棄權票」 視同「反對票」！ 所以這場投票 真正的比數是 贊成 10.6% 億 而反對是 9.16% 億 加上4.73% 億！ 總共 13.89% 億！ 10.6% 億 vs 13.89% 億！ 贊成方 根本是慘敗！ 這局 玩得夠深吧？. ...

xAI Proposal & Corporate Governance - xAI investment proposal failed due to a "procedural error" where abstentions were counted as votes against, influenced by the board's fear of "self-dealing" lawsuits [1] - Shareholders rejected Proposal 10, which aimed to remove the 3% ownership threshold for initiating lawsuits against the board, with a 3:1 majority [1][2] - The rejection of Proposal 10 is interpreted as shareholders giving the board a legal exemption and backing for future collaborations with xAI [1][2] - The board's official response indicates they will examine next steps based on the voting results, suggesting a potential future collaboration with xAI is likely [2] Tesla's Strategic Shift - Tesla is transitioning from an electric vehicle company to an AI and energy giant, with key product launches planned for 2026 [1] - 2026 will be a year of significant product releases, including the third-generation Optimus robot, Cybercab, Semi truck, Megapack 3, and Megablock [1] Product Development & Innovation - A new Model Y long-range rear-wheel-drive version has been approved in China, featuring a 784 kWh battery, a weight of 891 kg, and a CLTC range of 821 kilometers [1] - Tesla's app has been updated to consolidate all charging-related functions into a new tab for improved user experience [1]

Robotics Industry Vision - The robotics industry envisions a future where humanoid robots can handle tasks currently performed by nannies, caregivers, and cleaners [1] - The industry anticipates that the mass production of humanoid robots could revolutionize factories, the service industry, and home life [1] - The industry speculates that humanoid robots could potentially eradicate poverty, provide superior medical technology, and even assist in crime prevention [1] Cost and Production - The robotics industry projects a target price of approximately $20,000 USD for a humanoid robot if annual production reaches 1 million units [1] - The industry forecasts a potential future production scale of 100 million units per year for humanoid robots [1] Potential Impact - The robotics industry suggests that even a 10% realization of the projected capabilities of humanoid robots could significantly transform the world [1]

Technology Innovation - Tesla's AI5 chip performance increased by 50 times compared to the previous generation [1] - AI5's energy efficiency is 3 times higher than NVIDIA's top chips, while the manufacturing cost is less than 10% of the competitor's [1] Strategic Direction - Tesla aims to connect millions of its vehicles to create a global mobile cloud supercomputer, challenging Amazon AWS and Google Cloud in the computing power service market [1] - Tesla is redefining the rules of AI infrastructure [1]

Tesla's Shareholder Meeting Key Outcomes - 75% of shareholders approved Elon Musk's 2025 CEO performance award, potentially worth $1 trillion (USD) [1] - xAI investment proposal received only 60% approval, with 20% abstaining, indicating concerns about conflict of interest [1] - ESG (Environmental, Social, and Governance) proposal passed with over 70% support, requiring Tesla to increase transparency in sustainability reporting [1] FSD and Robotaxi Developments - Tesla aims to achieve FSD Unsupervised (fully unsupervised driving) within months [2] - FSD's safety record is several times better than human driving, with an 85% lower accident rate [2] - FSD may receive full approval in China by February or March 2026 [2] - Robotaxi service in Austin will transition to fully driverless by the end of the year, initially within specific geofenced areas [2] - Robotaxi fleet will expand to approximately 1500 vehicles by the end of the year [2] Cybercab and Manufacturing Innovations - Cybercab production is targeted to begin in April, utilizing an Unboxed Process for rapid assembly [2] - Cybercab's target cost is under 30 cents per mile [2] - Tesla aims to achieve a Cybercab production rate of one unit every 5 seconds [2]

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Tesla's Key Developments - Tesla shareholders overwhelmingly approved Elon Musk's $1 trillion compensation package, signaling a significant vote of confidence in his leadership [1] - The approval of the compensation package is viewed as a power referendum that will determine the future of Tesla [1] - Despite the shareholder approval, Wall Street is reportedly building barriers, hinting at underlying tensions and potential challenges [1] FSD and Robotaxi Progress - Elon Musk claims that Full Self-Driving (FSD) is only "months" away from achieving "full supervision" [1] - FSD's safety is reportedly several times better than human drivers, with an 85% reduction in accident rates [1] - Robotaxi network is expanding to five major cities, with Austin aiming for "completely driverless" operation by the end of the year [1] Manufacturing Innovation - Tesla showcased its Unboxed Process production method for Cybercab, aiming for a cost below 30 cents per mile [1] - Elon Musk envisions a future production goal of manufacturing one car every 5 seconds, potentially disrupting traditional manufacturing [1] Strategic Outlook - The analysis suggests that Elon Musk has won a major battle, but the power struggle with Wall Street is expected to become more public [1] - Tesla's three-pronged attack strategy includes FSD, Robotaxi, and Cybercab [1]

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