Market Share & Expansion - Tesla's Robotaxi operating area in Austin expanded nearly tenfold, from 18 square miles to 171 square miles in just over two months [1] - Tesla's operating area is now twice the size of Waymo's, which remains at 90 square miles [1] Competitive Landscape - Tesla significantly surpassed Waymo in operating area, creating a "包围圈" (encirclement) [1] - Tesla's expansion occurred shortly after Waymo attempted to expand its own territory [1] Strategic Moves - Tesla's approach is characterized by overwhelming its competition with absolute strength, a style attributed to Elon Musk [1] Future Outlook - The Robotaxi competition is ongoing, suggesting further developments are expected [1]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi 高速扩张 2. Cybertruck 韩国开卖 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 特斯拉的股票 周二收盘是351.67% 全天上涨了 5.07%美元 涨幅是1.46% 第一部分 Robotaxi高速扩张 Robotaxi在奥斯汀 用65天时间证明 了究竟谁是老大 德州Austin 最近 成了科技巨头 的拳击场 Tesla 和Waymo 你一拳我一脚 打得不可开交 这场Robotaxi 的 地盘争夺战 就在我们 说话的此刻 Tesla 刚刚打出了 一记漂亮的重拳 直接把对手 给打懵了 就在今天 Tesla再次 疯狂扩张了它在 Austin 的Robotaxi 营运范围 最新的战报显示 Tesla 的服务区域 从最初的18 平方英里 暴涨到了 171 平方英里 特斯拉是6 月份 在奥斯汀推出 Robotaxi 服务 最初在18平方英里 的地理围栏 区域内运营 然后在7 月（口误） 将覆盖区域 扩大了一倍 8 月初又增加了 40 平方英里 这次一下子 增加到171 平方英里 意味着自上线以来 运营面积已经 扩展 ...

Sales Performance - Tesla's weekly sales in China dropped from 14,000 units to 10,300 units, a decrease of approximately 2643% [1] - The sales decline is not due to a collapse in demand, but a strategic pause in production [1] Production Strategy - Tesla launched the new six-seater Model Y L in China [1] - Tesla is slowing down production to accommodate the transition to manufacturing the new model, including line adjustments and employee training [1] Market Outlook - The sales dip may be temporary, preceding the launch of a stronger new model [1]

Cost Analysis - Traditional diesel truck operating cost is $2.26 per mile, while Tesla's Robotruck is projected to be $0.45 per mile [1] - Tesla Robotruck's cost is only 20% of human drivers [1] - Driver salaries account for nearly $1 per mile in traditional trucking, which Robotruck eliminates [1] Efficiency Comparison - Human drivers can drive approximately 80,000 miles per year, while Robotrucks can exceed 320,000 miles per year [1] - Robotruck efficiency is 4 times that of human drivers [1] Market Impact - Tesla's Robotruck represents a disruptive force in the freight industry, offering lower costs and higher efficiency [1]

Robotruck Potential - Robotruck's operating cost is estimated to be $045 per mile, approximately 20% of the $226 per mile cost for human-driven diesel trucks, primarily due to the elimination of driver salaries and benefits which account for nearly $1 per mile [1] - Robotrucks could generate a gross profit of $175 per mile, assuming a revenue of $220 per mile, and a net profit of $375,000 to $425,000 annually with a net profit margin close to 50% due to high utilization rates [1] - A fleet of 50,000 Robotrucks, operating at 80% utilization, could generate approximately $188 billion in net profit annually, potentially creating a market value of $75 trillion based on a 40x price-to-earnings ratio [1] Tesla Production and Sales - Tesla's weekly sales in China showed a decline, with sales dropping from 14,000 units to 13,400 units in the weeks prior to August 24 [2] - Tesla's Q3 sales have reached 86,500 units, surpassing Q2's 58,600 units, indicating a nearly 50% increase [2] - Tesla launched the new Model YL in China, a higher-priced and more luxurious model, signaling a focus on value upgrade rather than competing on price [2] Potential Developments in Australia and New Zealand - Tesla is expected to announce a "major news" for the Australian and New Zealand markets, with the most likely option being the official launch of FSD Supervised [2] - Other possibilities include the introduction of the six-seater Model YL (though less likely due to its focus on the Chinese market) or the Cybertruck, pending regulatory approvals [2] - Alternative announcements could involve a larger-scale Supercharger network expansion or partnerships with Australian energy companies for Powerwall or Megapack energy storage solutions [2]

你以為 馬斯克告蘋果 真的只是一場 商業競爭？ 錯！ 格局小了！ 這根本 就是一場 指名道姓的 私人復仇！ 這背後 是科技圈 最頂尖兩個男人 伊隆·馬斯克 對決山姆·奧特曼 的終極之戰！ 馬斯克 親手創辦了 OpenAI 就是為了 防止AI被濫用 但他最後 卻被自己 「親兒子」背叛！ 他怒斥OpenAI 背棄了為全人類 服務的理想 徹底淪為了 賺錢機器 所以去年 他告了一次！ 今年 他拉上蘋果 再告一次 火藥味是 直接拉滿！ 而OpenAI 那邊呢？ 也沒在客氣！ 直接回嗆 這就是馬斯克 一貫的騷擾模式！ 奧特曼 更是暗諷 說馬斯克才是 那個最會 利用平台 打壓對方的黑手！ 各位 這哪裡還是在 談技術 談公平？ 這根本就是 從昔日盟友 到今天死敵 的相互背刺！ 這已經不是 商業競爭 這是矽谷真實 上演的權力遊戲！. ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. 马斯克状告 苹果与OpenAI 2. 特斯拉生产经营 方面的消息 3.星舰第十次试射 再次取消 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 特斯拉的股票 周一收盘是346.6% 全天上涨了 6.59%美元 涨幅是1.94% 第一部分 马斯克状告 苹果与OpenAI 老马又开干了！ 这次火力全开 一状告上法院 对手是谁？ 一个是掌控全球 手机生态的苹果 另一个是 当红炸子鸡 OpenAI 你没听错 他一次告了两个 起因就是他 这则推文 他说自家的 AI助理Grok 在拿到了 一百万则评论 平均4.9%颗星的 超高分之后 苹果竟然在任何 推荐清单上 都对Grok 视而不见 这口气 老马显然是 咽不下去 这究竟是单纯的 商业竞争 还是科技巨头之间 一场不为人知的 黑箱作业？ 好咱们就 直接切入重点 根据最新的 法院文件 马斯克的xAI公司 正式在德州 联邦法院 对苹果和 OpenAI提起诉讼 指控非常直接 就是这两家公司 「合谋」搞 「反竞争计画」 目的就是要巩固 他们在智慧型手机 和生成式AI 市场的垄断地位 这件事我们 可以拆成三个 ...

User Issue & Solution - A Cybertruck owner's "vampire drain" issue went viral, prompting a direct response from Elon Musk [1] - Tesla will release a software update, a low-power mode, to address the battery drain issue [1] - This update aims to eliminate "vampire drain" and ensure worry-free long-term parking [1] Tesla's Competitive Advantage - Tesla's ability to quickly address user issues through OTA updates is a significant competitive advantage [1] - Tesla's problem-solving approach is integrated into the company's DNA [1] - Tesla's efficiency in resolving issues, from a single user's complaint to a global software update, is unmatched by traditional car manufacturers [1]

Autonomous Driving Technology - Uber CEO bets against Tesla's autonomous driving success within five years, citing Waymo's advancements [1] - Waymo received the first autonomous driving permit in New York, but only deployed 8 cars with safety drivers [1] - Musk argues that more radar sensors do not enhance safety, but create data conflicts [1] Data and AI - Tesla's key advantage is its vast amount of real-world data, collecting tens of billions of miles annually [1] - Waymo's historical testing mileage is only in the tens of millions of miles [1] - Tesla is using massive data to develop an AI brain for autonomous driving [1]

Autonomous Driving Technology - Uber CEO bets on Waymo's multi-sensor approach (LiDAR, cameras) for autonomous driving, citing safety concerns with Tesla's camera-only system [1] - Waymo received New York City's first autonomous driving testing permit, but tests involve safety drivers and limited areas [1] - Tesla is rapidly developing its FSD (Full Self-Driving) system in real-world conditions in Austin, Texas [1] - Elon Musk argues that LiDAR and radar can reduce safety due to sensor contention, favoring a camera-only approach [1] - Tesla's advantage lies in its massive real-world driving data (billions of miles annually) compared to Waymo's limited mileage (tens of millions of miles) [1] Electric Vehicle Technology - Tesla introduced a low-power mode to reduce energy consumption when the vehicle is stationary, addressing "phantom drain" issues [1][2] - Low-power mode disables features like Sentry Mode, Summon Standby, and Cabin Overheat Protection, but allows for customization [1][2] - The low-power mode update may be a response to a Cybertruck owner's experience with excessive battery drain while parked at an airport [2] Entrepreneurship - Elon Musk advises entrepreneurs to pursue their passions and prioritize product quality [2] - Musk emphasizes the importance of genuinely liking what you do, as it drives dedication and innovation [2]