The Cybercab looks like the future. https://t.co/dJomrk2vUg ...

今年9月，特斯拉披露了一份天价阶梯式薪酬方案，将最多授予马斯克额外4.237亿股特斯拉股权。别急，这可不是白给的，马斯克得在未来10年内完成一系 列的KPI才能解锁。比如说，得让特斯拉市值增长至8.5万亿美元以上，还得交付2000万辆以上的新车，才能解锁第一批股票。 今天小夏要和大家聊聊最近特斯拉股东大会上那件让人震惊的大事儿——马斯克的"万亿薪酬方案"居然意外地通过了！这下马斯克可成了史上最贵的CEO！ 不过，你可别只看到薪酬这事儿，这背后藏着的可是一个关于人形机器人的宏伟蓝图！接下来，就让小夏好好给大家说道说道。 不过，小夏发现，在这份方案中，最引人注目的就是人形机器人Optimus的交付目标：马斯克需要在未来几年内累计交付100万台人形机器人。现在， Optimus的迭代与量产路线已经形成了明确的时间表，2026年就要正式投产V3版本。 公司还在北加州弗里蒙特的工厂内设立试点生产线，组装部分Optimus样机，这工厂的年产能预计能达到100万台。不止这样，特斯拉还正筹备再度扩建得克 萨斯超级工厂，新建一座专用设施，未来就专门用于人形机器人Optimus的量产。（智通财经20251111） 此外，政策支持 ...

要闻提示 NEWS REMIND 1.突发！特斯拉美国要求禁用中国产零部件 2.有300个孩子？游戏大佬"煮肘"前女友发文，争夺两个女儿抚养权，多益网络回应系造谣 3. 车好看是第一位和安全是前提矛盾吗？雷军连续发文回应质疑 4. 飞猪：双11期间平台履约GMV大增30% 5.零跑汽车放话：2026年冲击100万辆销量！ 6.李彦宏回应百度总是"起大早赶晚集"：不能指望所有创新都成功，创新的特点就是大多数会失败 7.苹果CEO库克被曝或于明年卸任，公司正加紧物色继任者 8.诺基亚德国业务大调整：2030 年前关闭慕尼黑研发中心，裁员超 700 人 今日头条 HEADLINE NEWS 突发！特斯拉美国要求禁用中国产零部件 11月15日消息，继美国通用汽车被传出要求供应商排除中国零部件之后，电动汽车大厂特斯拉也被曝要求 在美国制造的车型排除中国零部件，目标是在未来两年内完成过渡。据外媒最新报道，特斯拉及其供应商 已经将在美国生产的车型当中的部分中国制造的零部件替换为其他地区生产的替代品，并计划在未来一到 两年内，在美国制造的车型中排除所有中国制造的零部件。 报道称，特斯拉的举动主要是因为美国与中国之间紧张的地缘 ...

Group 1: Apple CEO Transition - Tim Cook, the CEO of Apple, may step down as early as next year, with the company actively seeking a successor [1] - Hardware engineering senior vice president, John Ternus, is widely viewed as the most likely successor, aligning with Apple's shift towards hardware technology [1] - Cook has served as CEO since 2011, marking 14 years in the role, while Ternus is 50 years old, similar to Cook's age when he became CEO [1] Group 2: Xiaomi's CEO Response - Lei Jun, CEO of Xiaomi, has issued multiple clarifications regarding his comments on car design, emphasizing that aesthetics do not compromise safety [1] - His statements were made prior to the launch of the Xiaomi SU7, addressing concerns about prioritizing design over safety standards [1] Group 3: Flying Cars and Market Growth - The world's first "ten-thousand-unit" flying car factory has begun trial production in Guangzhou, capable of producing one flying car every 30 minutes [7] - The low-altitude economy is rapidly emerging, with over 2,000 manufacturing companies in Guangdong, accounting for more than 30% of the national total [7] - The market for electric vertical takeoff and landing (eVTOL) vehicles in China is projected to reach $41 billion by 2040 [7] Group 4: Microsoft Stake Reduction - The Bill and Melinda Gates Foundation Trust sold 17 million shares of Microsoft, reducing its stake by nearly 65%, amounting to approximately $8.7 billion [11] - This sale is considered a portfolio adjustment rather than a reflection of Microsoft's fundamental performance [11] Group 5: Investment in Innovation - Hyundai Motor Group plans to invest 125.2 trillion KRW (approximately 611.1 billion RMB) in South Korea over the next five years, focusing on AI, software-defined vehicles, and hydrogen energy [11] - GAC High Domain has completed a 200 million RMB Pre-A round of financing, aiming to advance its flying car development [12] Group 6: AI and Robotics - The next decade is expected to see robots evolve from industry tools to "life partners," with advancements in AI enabling them to understand the world better [4] - Elon Musk predicts that within 20 years, human consciousness may be uploaded to robots, potentially achieving a form of digital immortality [4] Group 7: Fashion Industry Growth - The global apparel market is projected to reach $1.84 trillion by 2025, representing 1.6% of global GDP [14]

该公司在一份声明中表示："虽然西拉不接受其在承购协议下违约的说法，但双方已将解决日期延长至 2026年1月16日。" 来源：环球市场播报 澳大利亚西拉资源公司（Syrah Resources）周一表示，已与特斯拉达成协议，在两个月内第二次延长解 决一项据称违约的石墨供应协议的最后期限，该公司正努力保持其在美国的业务活跃。 今年7月，特斯拉发布了一份违约通知，此前西拉资源公司据称未能从其路易斯安那州的加工厂为特斯 拉电动汽车电池交付符合要求的活性阳极材料样品。 西拉资源表示，原定9月16日的最后期限在延长至11月15日后，已进一步推迟至2026年1月16日。 西拉资源与特斯拉在2021年签订的合同规定在四年内从西拉位于美国路易斯安那州的维达利亚工厂向特 斯拉供应8000吨石墨阳极材料。 西拉资源表示，根据协议，如果特斯拉到2026年2月9日仍无法对该工厂的活性阳极材料进行最终鉴定， 特斯拉可以终止承购协议。 ...

Both companies' managements understand that EVs are the future of the auto industry, but the investment proposition at these two companies differs significantly.Ford Motor Company (F 0.68%) offers value and potential upside, but it may struggle if it fails to adapt to the rapidly evolving electric vehicle (EV) market. Tesla (TSLA +0.57%), the leading EV company, is a growth stock with high expectations, but its valuation depends on continued success. Which is the better investment?Ford's EV strategyIt might ...

And cost of ownership is much lower compared to gas cars ...

Sci-fi cars that you can actually buyNot sometime in the future. Today.DataRepublican (small r) (@DataRepublican):After 18 hours of having a Tesla, I am absolutely convinced it’s going to dominate the car market. The computer vision technology is like none other. It works in rain (traditional difficulty due to non-Lambertian effects) and can “see” cars multiple lanes away. I own a company in ...

特斯拉快攻AI，执行长马斯克透露，他已施压台积电（2330）与三星电子这两家芯片制造合作伙伴， 加快特斯拉AI芯片的生产速度，「对我来说，五年就是无止境的漫长等待」。 马斯克说：「（生产）速度似乎还不够快，当我问他们从开工到完成一座新的芯片厂需要多久时间时， 他们跟我说需要五年才能开始生产。我觉得对我来说，五年简直是无止境的漫长等待。」他解释说，他 规划的时间表比较接近一到两年，笑称到第三年时，就是「无限长」了。 马斯克坦承，台积电和三星电子都正「以疾如闪电的速度」在生产，但他也警告，若供应商无法满足特 斯拉对AI芯片的殷切需求，这种速度仍可能成为特斯拉的「淘汰因素」。他之前表示，特斯拉可能需 要自建晶圆厂，生产自家芯片。 马斯克本月稍早证实，特斯拉即将推出的AI5和AI6芯片将由三星电子的德州泰勒市晶圆厂、和台积电 位于亚利桑那州的Fab 21晶圆厂共同生产。他说，由不同晶圆厂生产的芯片可能有些许差异，但特斯拉 的软件将能在这两种版本的芯片上运作。 特斯拉计划在2026年开始生产AI5，约一年后生产AI6。马斯克重申，AI5的效能将比特斯拉目前的芯片 提升40倍，而AI6的效能将再增加一倍。 法人看好，英伟 ...

Elon Musk"The AI 5 chip which is going to be a great chip. All of Tesla hinges on that chip. That's the chip that going to our next gen self driving cars and it's also essential for Optimus.So that chip program was in bad shape. It wasn't on the path to success and we also had the DOJO program which was also doing okay but not on a path to be competitive with NVIDIA.So I collapsed the two programs into just one program to get everyone focused on the AI5 chip” ...