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Herbert Ong· 2025-08-21 12:01
🚨 Tesla China Reportedly Integrates DeepSeek Into In-Car Voice Assistant SystemTesla has integrated Chinese large language models from ByteDance and DeepSeek into its in-car voice assistant for customers in China, according to company documents.For voice command functions such as navigation, media playback and temperature control, Tesla relies on ByteDance’s Doubao model, while interactive AI conversations are handled by the startup DeepSeek.The integration is confined to China, where strict data localizati ...
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Herbert Ong· 2025-08-20 17:59
Elon Musk Just Changed Everything https://t.co/ueBcXm9DYK ...
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Herbert Ong· 2025-08-20 15:59
🚨 FigureAI just shared a new video of its humanoid bot using the Helix walking controller.Trained with reinforcement learning, it’s walking blind (no cameras) and hitting superhuman levels in some areas.@Figure_robothttps://t.co/IiIRLYKmNf ...
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Herbert Ong· 2025-08-20 14:08
Market Competition - Onvo's Fei Shen indicates intensified competition in the six-seat EV SUV market due to Tesla's new Model Y L (339,000 yuan) and Li Auto's i8 [1] - The six-seat SUV market is described as particularly active in the second half of the year [1] EV Market Trends - Pure electric vehicle market is experiencing rapid year-on-year growth [2] - Range-extender and plug-in hybrid vehicle sales are declining year-on-year [2] Onvo Performance - Onvo's L90 demonstrates strong demand with 3,790 registrations last week, a 17% increase [2]
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Herbert Ong· 2025-08-20 13:38
Software Updates - Tesla is developing FSD (Full Self-Driving) version 14 [1] - Version 14 is considered the second biggest update to Tesla AI/Autopilot ever after V12 [1] - Elon Musk describes FSD version 14 as feeling "alive" [1]
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Herbert Ong· 2025-08-20 12:14
Production Plans - Tesla Model Y L 美国投产时间预计在明年年底,甚至可能取消 [1] - 取消原因可能与美国自动驾驶技术的发展有关 [1] Future Outlook - 自动驾驶技术的发展可能会改变特斯拉的生产计划 [1]
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Herbert Ong· 2025-08-20 04:46
RT Ale𝕏andra Merz 🇺🇲 (@TeslaBoomerMama)Tesla's Board and Key Executives have enormous skin in the game.Please don't believe any of these rotten "Anal- and journalists" when they try to tell you that Tesla's Board and Key Executives don't hold their options and shares.Excluding Elon, the ten key executives and directors held close to 10 million shares end of 2024. That's $3.3bn as of tonight. I call this "skin in the game". You?Do know (and @herbertong has been kind enough to record a show on this matter) th ...
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Herbert Ong· 2025-08-19 21:28
🚨 ARK Invest: Tesla’s vision-only AI, vertical integration, and massive data lead could make it the dominant robotaxi player in the US, and maybe worldwide, in the next few years. $TSLA@ARKInvest projects Tesla’s robotaxi business could account for ~90% of its enterprise value by 2029, tapping into a $10 trillion global market. With ~200,000 vehicles, Tesla could meet Austin’s urban Vehicle Miles Traveled (VMT), surpassing the current ride-hail market. Using its vision-only, end-to-end AI, Tesla rapidly exp ...
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Herbert Ong· 2025-08-19 18:55
RT Matthew Donegan-Ryan (@MatthewDR)🚗🚲 BIKE THEIVES CAPTURED BY @Tesla CAMERA NEAR SEATTLE🚔🚓 A couple in a black Ford Escape appear to have followed a Tesla as the owner stopped for a sandwich. They quickly stole his $10k mountain bike 🚴‍♂️$2,000 Reward if you can identify them! https://t.co/yLEUub6n3H ...
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Herbert Ong· 2025-08-19 14:49
🚨 William Blair analyst Jed Dorsheimer reviewed Tesla’s robotaxi service, and came away impressed!“The comparisons are immediate and stark—when we drove past Waymo and Zoox vehicles outfitted with their complex sensor suite, they stuck out like a sore thumb,” says Dorsheimer.Tesla uses only optical cameras and its Full Self Driving software to make cars drive themselves.Alphabet’s Waymo and Amazon’s Zoox use more expensive sensors.That can give Tesla a cost advantage in the robo-taxi business, Dorsheimer sa ...