🚨 NVIDIA CEO Jensen Huang “Almost everything Elon Musk does, you want to be part of. My only regret with xA I—I didn’t invest more.”https://t.co/Cz8cgxoB1b ...

"Elon Musk is working on the most important areas of A.I. xAI is working on foundation cognitive intelligence A.I., Tesla is working on autonomous vehicles. Optimus is for humanoid robotics. He is very optimistic about the future of A.I."Jensen Huanghttps://t.co/TdQGLZ2zXI ...

The Grok navigation integration is insane. ...

Core Insights - Tesla is implementing a variety of incentives to boost sales and avoid a second consecutive year of declining sales [1][2] - The company is facing significant challenges in key markets, including Europe and China, due to political backlash and increased competition [4] - Tesla's sales in the US have dropped significantly following the removal of the $7,500 tax credit for new EVs [4] Group 1: Sales Strategies - Tesla is offering 0% APR financing for up to 72 months on select Model Y Standard purchases and leasing options without a down payment [1] - Buyers can trade in a gas car for 2,000 miles of free supercharging and receive complimentary upgrades valued at up to $1,500 on select inventory vehicles [2] - The company is racing to sell 555,000 EVs in the last quarter of the year to match last year's sales figures [3] Group 2: Market Challenges - Tesla's sales have significantly declined in Europe due to backlash against Elon Musk's political views [4] - In China, the company is facing intense competition from local electric vehicle manufacturers [4] - The removal of the $7,500 tax credit has led to a 35% drop in Tesla's US sales from September to October [4] Group 3: Future Focus - Elon Musk is shifting Tesla's focus towards AI and robotics, with plans for the Cybercab and Optimus robot to enter production next year [5]

Group 1 - The report identifies 2026 as a pivotal year for intelligent driving, marking the transition to a commercial model for B-end autonomous vehicles, with a potential explosion in C-end adoption expected by 2028 [3][45] - Three core drivers for L4 RoboX investment opportunities are highlighted: technological advancements, cost reductions, and operational improvements, particularly in first-tier cities [3][6] - The report proposes a new valuation framework for L4 RoboX, emphasizing the revenue-generating capacity of intelligent vehicles based on their ownership and capability levels [3][6] Group 2 - The past decade of intelligent driving is characterized as a 0-1 introduction phase, with significant hardware and software iterations leading to major capability upgrades [4][11] - The report outlines three distinct phases of intelligent driving development from 2015 to 2025, detailing the evolution from initial high valuations to a focus on performance and software opportunities [4][21] - The transition from hardware-centric to software-centric investment strategies is emphasized, with a shift towards AI-driven pricing models for intelligent vehicles [4][32] Group 3 - Key catalysts for 2026 include significant model iterations from major players like Tesla and Xiaopeng, as well as the acceleration of RoboX deployments by various companies [7][45] - The report suggests a focus on B-end software companies over C-end hardware companies for investment, highlighting specific stocks in both H-shares and A-shares markets [7][45] - The RoboX commercial model is expected to rely on a combination of technological breakthroughs, cost management, and effective operational strategies, including regulatory support [65][66] Group 4 - The report outlines the expected market dynamics for intelligent driving from 2026 to 2030, predicting a shift towards a new pricing system that values results over processes [47][48] - The intelligent vehicle market is anticipated to undergo significant transformations, with RoboX expected to redefine the automotive landscape and create new revenue streams [47][61] - The report emphasizes the importance of hardware sales as a precursor to software monetization in the intelligent vehicle sector, advocating for a focus on user value creation [51][53]

Cybertruck FSD 14.2.1.25 first drive and walkthrough on the notes. The update seems to be mostly the holiday update but the drive was flawless. https://t.co/3DLHFJVZRQTesla Owners Silicon Valley (@teslaownersSV):BREAKING: Tesla FSD 14.2.25 is downloading on my Cybertruck and Model X https://t.co/6u9CqEtzv7 ...

近日， Manus 公司联合创始人 Stephan van den Brink 接受《Building Deep Tech》专访，完整分享了其 从跨界求学、创业试错到深耕 VR 与机器人手部交互技术的十年发展历程。 荷兰的教育模式更侧重于学生在标准化考试中的表现，而 不是 个人兴趣与潜能的挖掘。由于 Stephan不擅长 语言学科，在升学分流中，他被归入了经济学与法律的学习轨道。尽管内心始终向往工程领域，但当时荷兰的 教育路径具有极强的刚性 ， 一旦在中学阶段选择了经济学方向，后续再转向工程类专业的难度极大，几乎没 有可行的通道。 就这样， Stephan顺应体系安排，在 fiscal law（财政法）领域深耕了六年。期间，他进入全球知名的专业 服务公司安永（Ernst & Young）担任税务顾问，为不同行业、不同规模的企业提供税务咨询服务。这段职业 生涯让他深入了解了企业的运营逻辑、财务规划、合规要求等核心商业知识，看似与工程热爱无关，却在潜移 默化中为他日后创业积累了关键的"商业素养" 。 如何搭建公司架构、如何进行成本控制、如何对接客户需 求，这些经验都成为了他后来构建 Manus公司的重要铺垫。尽管 ...

50 cal shot at Tesla Cybertruck @ArmoredCG https://t.co/zU0RmYullS ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Tesla Model Y performance walk through https://t.co/BHIfEGl4km ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Tesla Model Y performance walk through https://t.co/BHIfEGl4km ...