Boy do we have the software for youhttps://t.co/7Hvr9qMAmy🎥 @DevinOlsennLilHumansBigImpact (@BigImpactHumans):I love Costco, but the parking lot is basically The Hunger Games. ...

Robotics Industry Overview - The robotics industry is experiencing significant growth and interest [1] - The report highlights the increasing prevalence of robots [1]

Industry Focus - The report's focus is on the robotics industry [1] Key Theme - The central theme revolves around "Robots, baby," suggesting a significant emphasis on robotics [1]

Q3 Earnings Call https://t.co/RTl7TcEToz ...

Production & Delivery - Tesla achieved record deliveries and energy storage deployments in Q3 [1] - Model Y is the best-selling vehicle in Norway, Switzerland, Iceland YTD, Finland for Q3, Netherlands & Denmark in September [2] - Tesla achieved record deliveries in South Korea, Taiwan, Japan & Singapore and began deliveries of Model Y in India [2] - Giga Berlin produced its 100,000th refreshed Model Y and started production of Model Y Performance [2] Product Innovation & Expansion - Tesla launched Model 3/Y Standard in North America, with >300 miles range, starting at $36,990/$39,990 respectively [2] - Tesla launched Model Y Performance in North America [2] - Tesla launched Model YL in China, a longer wheelbase version of Model Y with 6 seats and 3 rows [2] - Tesla unveiled next-generation industrial storage product – Megablock – integrating four Megapack 3s [3] AI & Software Development - Tesla started rolling out v14 of FSD Supervised in October, improving handling of complex scenarios [2] - Tesla expanded Robotaxi service area and fleet count in Austin and launched Bay Area ride-hailing service [2] - Tesla announced a deal to manufacture advanced semiconductors for AI inference and training in the US with Samsung [2] - Tesla is pursuing the launch of FSD Supervised in Europe, pending regulatory approval [2] Energy & Infrastructure - Tesla had the highest quarterly energy storage deployments ever [3] - Tesla added >3,500 net new Supercharging stalls in Q3, growing the network 18% year-over-year [4] - Tesla launched first v4 Supercharger cabinets, enabling 500kW charging for passenger vehicles & 1,200kW charging for Tesla Semi [4] Manufacturing & Battery Technology - Tesla expects its lithium refinery in Texas to begin production in Q4 2025 and its LFP lines in Nevada to begin production Q1 2026 [3] - Megafactory Houston will begin Megablock production in 2026 with up to 50 GWh per year of manufacturing capacity [4]

Safety Performance - Tesla's Autopilot technology is approximately 9 times safer than the US average [1]

Safety Performance with Autopilot - Tesla Autopilot 辅助驾驶系统在 2025 年第三季度记录到每 636 万英里发生一起撞车事故 [1] - 美国国家公路交通安全管理局 (NHTSA) 和联邦公路管理局 (FHWA) 2023 年的最新数据显示，美国大约每 70.2 万英里发生一起汽车撞车事故 [1] Comparative Analysis - 在使用 Autopilot 的情况下，撞车事故发生率远低于 NHTSA 和 FHWA 报告的美国平均水平，约为美国平均水平的 11% (702,000/6,360,000) [1]

Market Dominance - Tesla Autobidder 优化了英国 20 个最佳电网规模电池中的 16 个，占比 80% [1] - Tesla 在英国大型电池市场占据主导地位 [1] Technology & Functionality - Autobidder 使用实时数据和人工智能自动买卖电力 [1] - Autobidder 旨在最大化收入并稳定电网 [1]

Key Arguments Against ISS and Glass Lewis - Tesla believes ISS and Glass Lewis use a simplistic, one-size-fits-all framework that fails to evaluate uniquely ambitious companies like Tesla [4][5] - Tesla argues that shareholders have benefited significantly by ignoring ISS and Glass Lewis's recommendations in the past, citing a 20x increase in market capitalization since the 2018 CEO Performance Award, which they opposed [2][5] - Tesla encourages shareholders to make independent decisions and vote with the Board's recommendations, rather than relying on proxy advisors who don't own Tesla stock [3][22] - Tesla highlights that ISS and Glass Lewis are adapting their models, suggesting their current advice may be outdated [23] Defense of the 2025 CEO Performance Award - The 2025 CEO Performance Award is designed to incentivize exceptional growth, innovation, and value creation for shareholders, with Elon Musk only benefiting if shareholders see significant returns [6][9] - Tesla emphasizes that the award is an investment, not dilution, projecting a 75x increase in market capitalization in exchange for 1312% dilution at the highest milestone [9] - Tesla states that achieving the Adjusted EBITDA milestone requires growing current Adjusted EBITDA by approximately 26x to $400 billion, demonstrating the ambitious nature of the goals [10] - Tesla clarifies that the award is also designed to align Elon Musk's interests with those of shareholders, promoting long-term retention and a stable ownership structure [9][12][13] Defense of Board Governance - Tesla defends its directors, Ira and Kathleen, highlighting their experience and contributions to shareholder returns, despite criticisms [16][17][19] - Tesla emphasizes that its governance process is dynamic and focused on delivering financial value to shareholders, rather than adhering to rigid, cookie-cutter guidelines [20][21]

Electric Vehicle Travel & Infrastructure - Supercharger network facilitates long-distance electric vehicle travel [1] - A Cybertruck family completed an 8,911 mile (approximately 14,340 kilometers) road trip [1] - The road trip included 68 charging stops [1] - The Cybertruck's energy consumption was 407.9 Wh/mi (Watt-hours per mile), resulting in a 301 mile range (approximately 484 kilometers) [1] Travel & Tourism - The road trip spanned 27 days [1] - The journey included visits to 14 National Parks [1] - The trip featured "2 TONS of odd roadside attractions" (approximately 1814 kilograms) [1]