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]

#特斯拉 #馬斯克 #Musk #ModelY #Model3 #美金 #Tesla #電動車 #cybertruck #FSD #大魚聊電動 大魚聊電動X帳號： https://x.com/bfteslabuzz 點這裡訂閱我的Patreon👇 https://patreon.com/dayuliaodiandong?utm_medium=unknown&utm_source=join_link&utm_campaign=creatorshare_creator&utm_content=copyLink JOWUA熱銷單品推薦✨ 點擊加入購物車後，自動獲得95折優惠！🎉 1. 隱藏式螢幕收納基座📱🔲 https://jowua.life/nhKyw 2. 車用頭枕（兩入/一入）🚗💺 https://jowua.life/nQYkV 3. CCS2雙用行動充電器 32A/7kW + NEMA 14-50轉接器組合⚡🔌 https://jowua.life/gvWaY 4. 折疊電動滑板車LR🛴⚡ https://jowua.life/zDWdh 5. 打氣機充電組合💨🔋 https://jowua.life/ ...

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！. ...

特斯拉的 Robotaxi 是個笑話嗎？ Waymo 的 前 CEO 最近 公開開砲 說車裡還有人 算什麼 無人計程車？ 聽起來好像 很有道理 對吧？ 但最精彩的 就是當你把 歷史的鏡頭 拉回去看！ 這位老兄 是不是忘了自家 的Waymo 在 2019 年 是怎麼做的？ 當時在 亞利桑那州 搞早期測試 每一台車裡 都坐著一個 安全員！ 甚至Waymo 還要第一批乘客 簽下保密協議 不准對外亂說！ 同樣的事情 Waymo 做 就叫負責任的 早期測試 輪到特斯拉做 就被指責 掛羊頭賣狗肉？ 這不是雙標 這是什麼？ 用自己五年前 走過的路 來攻擊今天 跑得比你 快得多的對手？ 這背後寫著的 根本不是質疑 而是兩個字 焦慮. ...

Tesla's Customer Engagement & Product Development - Tesla is launching a unified official customer feedback system, allowing users to report issues with services, sales, FSD, Supercharging, and even Robotaxi via their Tesla account, with direct allocation to internal teams for tracking and resolution [1] - Tesla plans to integrate a feature request forum where users can submit and vote on new feature ideas, potentially leading to official implementation in global vehicles, with a target launch within one month [1] - The initiative signifies Tesla's shift towards more refined customer relationship management and leveraging user input for innovation, addressing a weakness previously criticized by Wall Street [1] Robotaxi & Autonomous Driving Technology - Former Waymo CEO criticized Tesla's Robotaxi for having safety drivers, but Tesla's approach is a deliberate strategy for safety and gradual expansion, prioritizing real-world data collection and rapid iteration [1][2] - Tesla's Robotaxi service's geofence has expanded fourfold in approximately 60 days, indicating rapid data collection and model iteration to improve FSD's neural network [2] - There's anticipation for FSD V14, expected to address edge cases and enhance decision-making, along with a broader rollout of the new FSD version to accelerate data flywheel and system evolution [3] Competitive Landscape & Industry Dynamics - European automotive manufacturers are reportedly pressuring the EU to restrict Tesla's FSD in future trade agreements, citing unfair competition due to Tesla's software and AI capabilities [3] - The competition in the automotive industry has shifted to software, algorithms, and AI, where Tesla has accumulated a significant advantage in real-world data and AI training [3] - Critics may shift their focus from safety drivers to other aspects like operational areas (e g, from Austin to New York City) or weather conditions, highlighting a resistance to acknowledging Tesla's success [3]