马斯克用三项业务，回应特斯拉被追问的未来

Core Insights - Tesla's Q3 2025 financial results showed a 12% year-over-year revenue increase to $28.1 billion, with a record free cash flow of $4 billion, driven by record production and delivery of electric vehicles and energy storage products [2] - Despite the positive financial results, Tesla's stock price fell over 4% the day after the earnings report, attributed to concerns over the sustainability of its automotive business performance and a significant decline in profits [2] - CEO Elon Musk emphasized the need for Tesla to showcase its potential business plans and progress to regain market confidence [2] Financial Performance - Total revenue for Q3 2025 reached $28.1 billion, marking a 12% increase year-over-year [2] - Free cash flow for the quarter was $4 billion, setting a new record for the company [2] - Tesla produced approximately 447,000 electric vehicles and delivered 497,000 units in the quarter, both record highs [2] Autonomous Driving and Robotaxi - Tesla is at a critical juncture in integrating artificial intelligence into real-world applications, with its Full Self-Driving (FSD) system accumulating 6 billion miles of driving [3] - The Robotaxi fleet in Austin has completed over 250,000 miles of operation without a safety driver, with plans to expand operations to 8-10 metropolitan areas by year-end [3][5] - The latest FSD version has improved driving judgment and safety in complex urban environments [5] Product Development - The Cyber Cab, designed for full autonomy without a steering wheel or pedals, is set to begin production in Q2 2026 [7] - The Optimus humanoid robot project is considered one of Tesla's most challenging endeavors, with a prototype expected to be showcased in Q1 2026 [9][10] - Tesla aims to produce 1 million units of the Optimus robot by the end of next year, facing significant supply chain challenges [9] Energy Storage Business - Tesla's energy storage solutions, including Powerwall and Megapack, are enhancing grid capabilities and increasing energy output without the need for new power plants [11] - The company reported record deployment, gross profit, and profit margins in its energy storage business during Q3 [13] - Tesla is launching a new residential solar panel project in Buffalo, New York, with production expected to start in Q1 2026 [14]