Tesla(US:TSLA) 大鱼聊电动·2025-10-16 09:52Product Development & Strategy - Tesla shareholders are eager to know about the next vehicle model, including a potential compact car utilizing Cybercab technology and a traditional SUV or pickup based on the Cybertruck platform [1] - The company is questioned about the lack of hardware upgrade options (HW3 to HW4) for existing FSD (Full Self-Driving) users, pushing them towards purchasing new vehicles [1] - Shareholders are demanding concrete data on Robotaxi development, including fleet size, miles driven, order completion, and intervention rates, rather than just future promises [1] - The progress and timeline for Robotaxi expansion, specifically which cities will have access by the end of 2025, are of high interest [1] - The feasibility and roadmap for Optimus robot development, addressing challenges in application control software, engineering hardware, and model training, are questioned [1] Energy Business - There is significant interest in the demand and order backlog for Tesla's energy storage systems like Megapack and Powerwall [1] - The potential for Tesla to power large-scale data centers for AI companies with its Megapack systems, creating a multi-billion dollar opportunity, is being explored [1][2] Insurance & Operations - Tesla Insurance is expanding to Florida in December, marking its first expansion to a new state since 2022 [2] - Tesla Insurance's innovative pricing model, based on real-time driving data, has the potential to offer safer drivers a 30%-60% premium reduction [2] Design & Innovation - Model Y received a gold award in Australia's Good Design Awards, recognized for its incremental improvements and thoughtful redesign [2] - The company's continuous evolution approach, similar to software iteration, is applied to hardware manufacturing, setting it apart from traditional automakers [2]