Tesla(US:TSLA) 大鱼聊电动·2025-10-31 11:01Tesla AI & Technology - Tesla's AI chief Ashok revealed the company's journey from pure vision to self-developed chips, highlighting the challenges and innovations under Elon Musk's leadership [1] - Ashok's statement supports Musk's compensation package, emphasizing Musk's vision as a key investment for shareholders [1] - Tesla's early Autopilot (AP 1.0) system utilized only 384KB of memory, showcasing the resourcefulness of the engineering team [1] - Tesla's pure vision approach, initially criticized, is now recognized as the strongest self-driving system in mass-produced vehicles [1] Market & Competition - BYD's Q3 financial report showed a 4% stock price decrease despite doubling sales, with a negative free cash flow of $3.5 billion [1] - The report questions why BYD is losing money selling 1.1 million units while Tesla is profitable selling 500,000 units, highlighting the importance of factors beyond sales volume [1] - Model Y is sold at three times higher price than BYD in Beijing, but still sells the best, indicating a strategic advantage [1] Elon Musk & Industry Personalities - OpenAI's Sam Altman canceled his Roadster order before its unveiling, potentially due to strained relations with Musk stemming from a $50 million investment and OpenAI's shift to a for-profit model [1] JOWUA Product Promotion - JOWUA promotes its accessories with a 5% discount using the code BIGFISH95, including items like a hidden screen storage base, car headrests, a CCS2 dual-use mobile charger (32A/7kW with NEMA 14-50 adapter), a folding electric scooter, and an inflator charging kit [1]