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X @Herbert Ong
Herbert Ong· 2025-12-11 13:27
RT TruthTom 🔋⚡️🐂🇮🇪🇺🇸 (@Tommysnee317)Morning Tesla Class with @FutureAZA @herbertong on FSD. Look Ma No Hands. https://t.co/p45NSUi4U4 ...
Tesla Stock Downgraded Again Amid Michael Burry Valuation Concerns
247Wallst· 2025-12-11 13:27
Tesla (NASDAQ:TSLA) stock has been so incredibly resilient despite all the volatility facing big tech and fears over what could happen to the broad market if AI demand were to suddenly fall off. ...
何小鹏与智驾团队打赌:如果明年达不到特斯拉FSD水平,智驾负责人将裸奔
Xin Lang Cai Jing· 2025-12-11 13:14
何小鹏表示,小鹏VLA 2.0将在下个季度发布,因为是第一个版本,必须是行稳致远,还期望惊艳出 场,所以压力巨大。因此在2024年中硅谷试驾FSD后,最近再次来到硅谷,昨天试驾和对比了最新的 FSD V14.2版本和Robotaxi。 何小鹏表示,小鹏VLA 2.0将在下个季度发布,因为是第一个版本,必须是行稳致远,还期望惊艳出 场,所以压力巨大。因此在2024年中硅谷试驾FSD后,最近再次来到硅谷,昨天试驾和对比了最新的 FSD V14.2版本和Robotaxi。 整体感觉,FSD从一年多前处于L2高阶辅助驾驶的丝滑体验,现在已经进入了准L4的安心阶段,在硅 谷和三藩的约5个小时试驾中,标准车辆和RoboTaxi完全用一个模型表现如一,安心平稳,虽然有瑕 疵,但是大幅度超过去年的水准。这次试驾,让自己还更加坚定了,将来会是同一个自驾系统,同一个 硬件体系,分别会是私享的Robo和共享的Robotaxi时代到来,每个人都可以跳过L3,直接享有一台L4 能力的汽车。 他提到,因为时间问题,小鹏的第一个版本还无法实现当前FSD V14.2的全部能力。但今天自己和自动 驾驶团队吃饭时打了一个赌,如果在2026年8月 ...
百万富翁播主奉劝年轻人:投资别只盯着特斯拉和AI
财富FORTUNE· 2025-12-11 13:05
但随着华尔街对可能由AI驱动的泡沫感到担忧——《大空头》投资者迈克尔·伯里(Michael Burry)和 经济学家穆罕默德·埃里安(Mohamed El-Erian)等人纷纷发出警告——格林并没有坐等事态发展。他已 经在重新考虑自己有多少财富与科技巨头捆绑在一起。 一个主要原因是:标普500指数比以往任何时候都更加集中。排名前十的公司——包括英伟达、苹果 (Apple)、微软、亚马逊(Amazon)、谷歌和Meta——占整个指数的近40%。而这些公司几乎都在AI 领域投入了数百亿美元。 多年来,YouTube网红汉克·格林一直秉持着沃伦·巴菲特(Warren Buffett)等传奇人物所推崇的简单投 资智慧:把钱投入标普500指数基金,然后长期持有。 这条建议已为数百万投资者带来了丰厚回报:仅今年一年,该指数涨幅就约达16%,过去三年平均涨幅 超过20%,过去二十年平均涨幅约为14.6%。在大多数情况下,它的表现都轻松超越了试图挑选特斯拉 (Tesla)或Meta等个股的投资者。 "我觉得我的资金暴露的风险超出了我的舒适区,"格林在一条播放量超过160万的视频中说。"我感觉, 由于把很多钱投入了标普500指 ...
X @Tesla Owners Silicon Valley
What's up, FAM?I took my Tesla Cybertruck off-roading in Big Sur with my @UranderOfficial truck rack and Panoramic Tent.I've never been much of an outdoors guy, but Urander makes it so easy to set up the full outdoor experience with the Pano tent.With just two clicks, my tent is almost completely set up. This tent is the easiest one I've ever set up and allows me to have the full outdoor experience without dealing with a messy traditional tent!The rack allows me to get full truck bed access on my Cybertruck ...
Tesla (NASDAQ: TSLA) Stock Price Prediction and Forecast 2025-2030 (Dec 11)
247Wallst· 2025-12-11 12:40
Core Viewpoint - Tesla Inc.'s share price remains stable compared to the previous week [1] Group 1 - The current share price of Tesla Inc. is approximately the same as it was a week ago [1]
优必选谭旻:造车新势力别被特斯拉带到坑里
Xin Lang Cai Jing· 2025-12-11 12:13
专题:《硬核AI客》 日前,《硬核AI客》栏目主理人罗宁,前海开源基金董事总经理、首席经济学家杨德龙对话优必选首 席品牌官谭旻。 在回答"如何应对人形机器人行业的竞争"时,谭旻表示,每家公司的技术亮点都不一样,在中国这么庞 大的制造业应用场景当中,未来会诞生非常多的垂直领域的机器人公司。 在他看来,如何把大模型跟人形机器人这个具身智能的最佳载体结合在一起,放到很多垂直领域去,做 更多的产业应用,是未来10年到20年内机器人产业发展的主流方向。 但他可以提醒进入机器人领域的造车新势力,"造车新势力更多采用跟随特斯拉发展的策略,特斯拉做 车,它们就做车,特斯拉做人形机器人,它们就做人形机器人。但是有些善意的提醒,不要被特斯拉带 到坑里面,因为能够拥有特斯拉巨量资金的投资能力的公司并不多",他说,"国内的造车新势力,其实 还在盈利的生死线上做最后的抉择"。 "本业的基础现在都已经卷到天际了,如何能够有更庞大的资金支持去研发一个更新的、可能更为长周 期的行业,这是值得我们国内的新能源汽车厂家思考的一个商业决策的问题",谭旻说。 《硬核AI客》是新浪财经联合微博推出栏目,围绕人工智能领域的研发进展、应用场景与商业化前 ...
马斯克SpaceX上市迷局:万亿帝国背后的资本博弈
Sou Hu Cai Jing· 2025-12-11 12:12
当马斯克在推特上轻描淡写地写下"Eric一如既往地准确"时,全球资本市场瞬间沸腾。这位以颠覆传统著称的科技狂人,正在用SpaceX上演一场比特斯拉更 疯狂的资本游戏——从矢口否认上市到暧昧回应,从300亿美元融资传闻到1.5万亿美元估值猜想,马斯克的每一次呼吸都牵动着华尔街的神经。 2010年特斯拉上市时,马斯克选择了一条标准路径:在Model S量产前夕,以17美元发行价募资2.26亿美元。这个被媒体称为"华尔街最差IPO"的开局,最终 演变成市值破万亿美元的传奇。但SpaceX面临的资本语境已截然不同——当特斯拉需要证明电动汽车可行性时,SpaceX要论证的是整个太空经济的商业逻 辑。 二级市场数据显示,特斯拉IPO后五年内融资超50亿美元,而SpaceX仅私募就吸金近百亿。这种差异暴露出马斯克资本策略的进化:特斯拉需要公开市场输 血求生,SpaceX则用政府合同和私募构建护城河。NASA每年28亿美元的订单,正是SpaceX迟迟不肯上市的底气。 特斯拉的IPO模板:教科书级资本运作 马斯克那句"估值取决于星舰和星链",道破了SpaceX的核心矛盾。当星链已实现现金流平衡时,耗资百亿的星舰仍是吞金巨兽。这 ...
OpenAI 宣布紧急状态:全力推进 ChatGPT;冯提莫复播,直播间破十万;马斯克可能成为人类首位万亿富豪|极客早知道
Sou Hu Cai Jing· 2025-12-11 12:10
Group 1: OpenAI's Strategic Shift - OpenAI has declared a "red alert" status, pausing all other projects to focus on saving ChatGPT due to increased competition from Google's Gemini 3 model [1] - CEO Sam Altman has decided to temporarily abandon the goal of achieving Artificial General Intelligence (AGI) and instead prioritize user preferences to ensure ChatGPT's relevance [1] - OpenAI plans to restart previous training methods to regain its leading position in important evaluation rankings [1] Group 2: Upcoming Product Launch - OpenAI is set to release the GPT-5.2 model, aiming to improve its standing among programming and business clients, despite internal requests for more development time being denied [2] Group 3: Google Advertising Denial - Google has firmly denied reports that its Gemini application will introduce advertising by 2026, stating that the claims are based on unverified anonymous sources [3][4] - The company emphasized that there are currently no plans to incorporate ads into Gemini, despite previous media speculation [4][5] Group 4: SpaceX Valuation Impact - If SpaceX successfully lists at a valuation of $1.5 trillion, Elon Musk's wealth could exceed $952 billion, significantly increasing from his current net worth of $460.6 billion [5][6] - Musk's stake in SpaceX, approximately 42%, would see its value rise from $136 billion to over $625 billion if the listing occurs at the projected valuation [5] Group 5: ChatGPT and Adobe Integration - OpenAI is integrating more third-party applications into ChatGPT, allowing users to access Adobe's creative tools like Photoshop directly within the chat interface [6] - Users can perform various image editing tasks through Photoshop, although some advanced features are not yet supported [6] Group 6: Australian Social Media Ban - Australia has implemented a ban on social media access for individuals under 16, making it the first country to enforce such a strict regulation [11] - Major platforms affected include Facebook, Instagram, TikTok, and YouTube, with penalties for non-compliance reaching up to AUD 49.5 million [11] Group 7: Xiaomi's AI Education Clarification - Xiaomi clarified that recent job postings related to AI education were misinterpreted, stating that the roles are focused on enhancing existing products rather than entering the AI education sector [12] Group 8: New Automotive Launch - Lantu Motors has launched its new sedan, the Lantu Chasing Light L, with prices starting at 279,900 yuan, offering various owner service benefits [15] - The vehicle features advanced technology and a hybrid power system, with a focus on performance and user experience [15][17] Group 9: Apple Delivery Service - Apple has introduced a three-hour delivery service in mainland China, allowing for free shipping on certain products, including iPhones and iPads [18][20] - Customers must place orders within specific hours to qualify for the expedited delivery service [20]
【Tesla每日快訊】 馬斯克的太空IPO炸彈,SpaceX終於上市!AI賽要用錢砸暈對手?🔥Rivian點AI助理(2025/12/11-2)
大鱼聊电动· 2025-12-11 11:53
大家好我是大鱼 SpaceX 2026 年 IPO 消息 震动市场 估值直指 1.5% 万亿美元 募资至少300 亿 这次不是 单纯的上市 而是马斯克 要为AI 竞争 注入巨资 将Starlink卫星 升级成太空 数据中心 每年投放 300 吉瓦算力 彻底重塑 产业的格局 这样的转变 隐藏着巨大 潜力与挑战 值得我们深挖 大家不要错过 今天的精彩内容 OK let's go 第一部分 SpaceX 终于上市! 大家听说了吗? Musk 这家伙 又在X上 丢了颗重磅炸弹 SpaceX 要 2026年IPO了! 不是开玩笑 Bloomberg和 Ars Technica 都报导了 这次不是 Starlink单飞 而是整个公司上市 目标估值 直冲1.5%万亿美元 募资至少 300亿美元 我一看到这新闻 就想起当年 Tesla上市时 那股疯狂热潮 这次SpaceX 会不会来的更猛? 来 咱们聊聊 这背后的戏码 保证让你听完 直呼过瘾 先说说为啥 马斯克突然转向? 这老哥以前 死活不愿上市 总说股东 会逼他短视 搞砸去火星的梦想 但现在呢? AI赛跑 烧钱如流水 他需要大笔现金 加速太空 数据中心 简单讲 就是把Sta ...