Tesla(US:TSLA) 大鱼聊电动·2025-08-05 10:56Robotaxi & FSD - Tesla's Robotaxi service area in Austin expanded to 80 square miles, forming a provocative shape aimed at competitors [2] - Tesla is strategically expanding Robotaxi services to locations where Waymo operates, signaling a competition for the future of transportation [2] - Tesla's Robotaxi application is continuously updated, with the latest version at 2580%, including design improvements and bug fixes [2] - Tesla's autonomous driving technology is currently at SAE Level 2, facing challenges in reaching Level 4 or 5 for full autonomy [2] - 99% of Tesla's billions of miles of driving data may be low-value, consisting of mundane straight-line driving, hindering AI learning for rare and critical scenarios [2] Megapack & Energy Storage - Georgia Power ordered 27 billion USD worth of Tesla's MegaPack battery storage systems, totaling 3022 MW in capacity, to power over 24 million households for 4 hours [3] - A new 106% million USD MegaPack energy storage system in Phoenix, Arizona, can supply 200,000 households for two hours daily [3] - Arevon Energy is investing 275% million USD in a MegaPack storage project in Poway, California, to provide four hours of electricity to 385% thousand households [3] Leadership & Market Risks - Musk believes CEOs should be prepared to handle any task, regardless of how humble, and internalize responsibility while minimizing ego [3] - Lawsuits related to Autopilot may increase Tesla's financial burden and negatively impact its brand image [3] - External factors, such as a significant drop in the S&P 500 index, could negatively affect Tesla's stock price [3]