Core Viewpoint - Elon Musk is returning to a 24-hour work mode, emphasizing the need for operational improvements at Tesla and X, particularly after recent outages on the X platform [1] Group 1: Musk's Focus and Operational Challenges - Musk's commitment to working around the clock highlights his focus on addressing operational issues at X and Tesla, especially after the recent platform outages [1] - The recent outages exposed weaknesses in the redundancy backup systems, prompting Musk to prioritize operational improvements [1] - Musk's previous political engagements have been reduced, indicating a shift back to focusing on business operations [1] Group 2: Market Reactions and Stock Performance - Following Musk's announcement to reduce political involvement, Tesla's stock price increased by 43% since April 22, regaining a market cap of over $1 trillion [2] - Despite the stock price recovery, Tesla's stock is still down 11% year-to-date and 29% below its historical high [7] - Analysts predict that Tesla's sales this year will be lower than previously expected, contrasting with earlier growth forecasts [7] Group 3: Future Vision and Technological Focus - Musk is shifting his focus from traditional car sales to advancing robot technology, including autonomous vehicles and humanoid robots [8] - Tesla plans to launch autonomous taxis in Austin, Texas, by the end of June, with a gradual increase in the number of vehicles on the road [8] - Musk envisions Tesla's future market value potentially exceeding $30 trillion if these technological goals are achieved [8] Group 4: Competitive Landscape - Tesla's dominance in the electric vehicle market is being challenged, with competitors like BYD surpassing Tesla's sales in Europe [9] - Musk claims to be unconcerned about competitors, focusing instead on product excellence [9]
“战时模式”回归!马斯克誓言“高度专注”:要回到每天 24 小时都在工作,睡在会议室/服务器/工厂房间里了