Tesla(US:TSLA) 大鱼聊电动·2025-07-14 04:34Electric Vehicle Market Trends - Tesla's Model Y and Model 3 continue to lead the US electric vehicle market with sales of 155,000 and 97,600 units respectively in the first half of 2025 [2] - Model Y's sales surpass the total sales of non-Tesla vehicles in the top 10, highlighting Tesla's brand appeal and consumer preference [2] - Cybertruck sold 10,500 units in the first half of 2025, ranking tenth, falling short of expectations compared to F-150 Lightning's 13,029 units [2] - Rivian delivered 19,301 vehicles in the first half of 2025, but no single model ranked in the top 10 due to sales being distributed across multiple models like R1T, R1S, and EDV [2] Robotaxi Development and Expansion - Tesla is expanding its Robotaxi testing to areas outside its current geofenced service area, including Kyle, Texas, and Ranch Road 620 and 2222 in northwest Austin [2] - Tesla's Robotaxi service in Austin is primarily concentrated in a 20 square mile area around South Congress, but testing is now extending to suburban and more complex environments [2] - Waymo's service area in Austin covers approximately 37 square miles, including Hyde Park, but has not yet expanded to suburban areas like Kyle [2] - Tesla's Giga Texas factory produces over 260,000 Model Y vehicles annually (5,000 per week), significantly more than Waymo's fleet of 1,500 vehicles [2] Software Updates and New Features - Tesla released software update 202526% featuring Grok (Beta), an AI companion developed by xAI, currently available only to US Tesla owners with AMD Ryzen chips and a network connection [2] - The update includes Light Sync, which synchronizes the car's ambient lighting with music, customizable audio presets, and improvements to the dashcam viewer with zoom and playback speed adjustments [2] - Navigation now displays information about charging stations, including attendant services, parking fees, entry codes, parking restrictions, and restroom locations [2] Potential Acquisition of Unplugged Performance - Tesla community and investors are discussing the potential acquisition of Unplugged Performance, a California-based company specializing in performance upgrades and customization solutions for Tesla vehicles [3] - Unplugged Performance's UP FIT division modifies Tesla vehicles into police cars, military vehicles, and government vehicles [3] - Acquiring Unplugged Performance could allow Tesla to enter the government and commercial fleet market, accelerate the application of autonomous driving technology, and offer new products to Tesla owners [3][4]