Core Insights - Tesla has maintained a U.S. market share of over 50% due to limited competition in the electric vehicle (EV) market over the past decade [1] - An emerging competitor, Rivian, is expected to challenge Tesla's dominance with the launch of its R2 SUV in 2026, potentially impacting Tesla's market position by 2029 [2] Revenue Streams - Approximately 25% of Tesla's revenue comes from energy storage and generation, while around 75% is derived from automotive sales, including various models like Model S, Model X, Cybertruck, Model 3, and Model Y [3] - The "services and other" revenue category is primarily linked to automotive activities, accounting for used car sales, supercharging fees, repairs, and insurance, leading to about 86% of total revenue being tied to vehicle sales [4] Vehicle Deliveries - In the last quarter, Tesla delivered 418,227 vehicles, with over 400,000 deliveries attributed to the Model 3 and Model Y, indicating that Model Y sales significantly contribute to overall revenue [5] Competitive Landscape - Rivian's R2 SUV, priced competitively between $45,000 and $57,990, is positioned as a direct competitor to Tesla's Model Y, which starts at $41,630 and can go up to $61,630 [8] - The R2 SUV is expected to capitalize on the popularity of SUVs, which account for over 50% of global vehicle sales, while Tesla's only SUV, the Model X, is set to be discontinued [8] Sales Projections - Tesla's Model Y sales peaked at 385,897 units in 2023, but estimates suggest a decline to approximately 250,000 units by 2025, while Rivian's R2 could potentially exceed Model Y sales by 2029 if it follows a similar sales ramp-up trajectory [9]

RT Owen Sparks (@OwenSparks)How could you not be excited about the future! This is what Tesla, SpaceX, and xAI are building, abundance for all! https://t.co/A5NyTcEkDa ...

Elon Musk said his Terafab project — a grand plan to eventually manufacture his own chips for robotics, artificial intelligence and space data centers — will be built in Austin and jointly run by Tesla and SpaceX https://t.co/c0bXI7mLZt ...

🚨Elon Just Announced Something Way Bigger Than Tesla (Terafab Announcement Supercut)00:00 Big Announcement Tease00:41 Vision for Galactic Future05:11 Terawatt Project Partners08:40 Terafab Decision and Location10:12 Inside the Advanced Fab13:32 Why AI Compute Goes to Space15:27 Beyond Terafab Moon Mass Driver17:11 Abundance and Sci Fi Future$TSLA @SpaceX @Tesla ...

马斯克，要建芯片工厂了！ 就在刚刚，特斯拉CEO马斯克在社交平台上宣布，SpaceX与特斯拉将于美国中部时间晚8点左右在X平台直 播，正式公布自建芯片工厂"Terafab"项目。特斯拉也发文称，公司正携手SpaceX与人工智能公司xAI，建造史 上规模最大的芯片制造工厂。 据悉，"Terafab"项目的目标是每年生产超过1太瓦的计算能力（逻辑、内存和封装），其中约80%用于太空， 约20%用于地面。 马斯克拟建全球最大芯片厂 特斯拉自建芯片工厂"Terafab"项目即将启动。 当地时间3月21日，马斯克在X平台上宣布："SpaceX与特斯拉将于今日美国中部时间晚8点左右，在X平台直播 正式公布'Terafab'项目。该项目目标为每年产出超过1太瓦量级的算力（含逻辑芯片、存储芯片及封装产 能），其中约80%算力用于太空领域，20%用于地面应用。" 与此同时，特斯拉发文称："携手SpaceX与人工智能公司xAI，我们正在建造史上规模最大的芯片制造工厂 （年产能1太瓦），将逻辑芯片、存储芯片与先进封装技术集于一体。" 特斯拉称，"为尽可能充分利用太阳能，我们每年需要向太空发射1亿吨用于捕获太阳能的设备。这需要实现超 ...

🔥 NOW: Elon Musk's Tesla, SpaceX, and xAI announce TERAFAB, the world's largest chip manufacturing facility aimed at powering AI satellites and Optimus robots. https://t.co/4lt9IGXiEF ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Grok SummarySpaceX announced TERAFAB, described as “the next step towards becoming a galactic civilization.”This appears to be a major new initiative (likely a joint project involving Tesla, xAI, and SpaceX elements, based on community reactions and context).Key highlights from the post and surrounding discussion:• TERAFAB is presented as the world’s largest AI chip fabrication facility (“fab”), built at Giga Texas.• Goal: Produce billions of chips for massive ...

The future is autonomousCybercab https://t.co/53a6lr1iXC ...

电力设备与新能源行业 3月 第 3 周周报 特斯拉计划采购国内光伏设备，奇瑞固态电池取得突破 新能源汽车方面，我们预计 2026 年全球新能源汽车销量有望保持较快增长，带动电 池和材料需求增长。动力电池方面，锂电旺季来临，有望推动企业订单签订和盈利 修复。新技术方面，固态电池迈向工程化验证关键期，关注相关材料和设备企业验 证进展。光伏方面，"反内卷"、"太空光伏"是 2026 年光伏投资双主线。2026 年政 府工作报告明确我国将加快发展卫星互联网，太空光伏产业链有望同步受益于海内 外卫星发射数量提升。主产业链方面，硅料、硅片价格下跌，组件价格提升，有利 于组件环节龙头厂商兑现利润，2026 年组件环节有望企稳。由于白银价格上涨，电 池片环节格局正在优化，贱金属导入速度有望加快。国内已出现高功率组件需求， 下游电池组件依赖提效进行市场化出清，且组件高功率化有望推动组件单价提升， 组件厂涨价诉求强，建议关注行业格局较好的电池组件、钙钛矿、胶膜等核心辅材 方向。风电方面，中东局数升级推动天然气价格提升，欧洲能源独立紧迫性进一步 升级，欧洲海风需求有望提升，建议关注风机、海上风电方向。储能方面，需求维 持高景气度， ...

🌕⚡ @SpaceX just dropped this: “Electromagnetic mass drivers on the Moon”Elon: “I really want to see a mass driver on the Moon that is shooting AI Satellites into deep space.”Reviving Gerard O’Neill’s 1970s vision — superconducting railguns powered by lunar solar arrays, launching payloads at 2.4 km/s escape velocity with zero propellant. Moon = future launchpad for Starship refueling, satellite mega-constellations & deep-space missions.Space industrialization is no longer sci-fi. Insanely bullish future! 🔥 ...