Tesla(US:TSLA) 大鱼聊电动·2025-11-04 04:03Investment & Market Analysis - Ron Baron, founder of Baron Capital, publicly supports Elon Musk's 2025 CEO performance award, emphasizing Musk's critical role in Tesla's ecosystem [1] - Baron's funds have 26% of its $44 billion AUM (Assets Under Management) invested in Musk's companies like Tesla, SpaceX, and xAI [1] - Baron anticipates a potential 5x return on investment from the Musk ecosystem by 2035, driven by Robotaxi and Optimus [1] - Baron estimates Tesla's annual EBITDA could reach $400 billion by 2035, potentially supporting a market capitalization exceeding $8 trillion [1] Product Safety & Regulatory Concerns - NHTSA (National Highway Traffic Safety Administration) has upgraded and expanded its investigation into Tesla's door handles due to complaints about electronic failures when the 12V battery is depleted [1] - A lawsuit in Wisconsin alleges that Tesla's door handle design contributed to five fatalities in a Model S crash due to the inability of passengers to escape after the car caught fire [1] - Tesla's chief designer acknowledged the company is working on improving door operation in panic situations [2] - NHTSA requires Tesla to submit all relevant design, software, and failure records by December 10, with potential penalties for late submission [2] Product & Service Updates - Tesla is offering a 30-day free trial of FSD (Full Self-Driving) Supervised with the purchase of a set of four tires at service centers or the online store [2] - FSD v14 is now being rolled out to early Cybertruck testers [2]