Tesla(US:TSLA) 大鱼聊电动·2025-08-18 10:19Tesla's Customer Engagement & Product Development - Tesla is launching a unified official customer feedback system, allowing users to report issues with services, sales, FSD, Supercharging, and even Robotaxi via their Tesla account, with direct allocation to internal teams for tracking and resolution [1] - Tesla plans to integrate a feature request forum where users can submit and vote on new feature ideas, potentially leading to official implementation in global vehicles, with a target launch within one month [1] - The initiative signifies Tesla's shift towards more refined customer relationship management and leveraging user input for innovation, addressing a weakness previously criticized by Wall Street [1] Robotaxi & Autonomous Driving Technology - Former Waymo CEO criticized Tesla's Robotaxi for having safety drivers, but Tesla's approach is a deliberate strategy for safety and gradual expansion, prioritizing real-world data collection and rapid iteration [1][2] - Tesla's Robotaxi service's geofence has expanded fourfold in approximately 60 days, indicating rapid data collection and model iteration to improve FSD's neural network [2] - There's anticipation for FSD V14, expected to address edge cases and enhance decision-making, along with a broader rollout of the new FSD version to accelerate data flywheel and system evolution [3] Competitive Landscape & Industry Dynamics - European automotive manufacturers are reportedly pressuring the EU to restrict Tesla's FSD in future trade agreements, citing unfair competition due to Tesla's software and AI capabilities [3] - The competition in the automotive industry has shifted to software, algorithms, and AI, where Tesla has accumulated a significant advantage in real-world data and AI training [3] - Critics may shift their focus from safety drivers to other aspects like operational areas (e g, from Austin to New York City) or weather conditions, highlighting a resistance to acknowledging Tesla's success [3]