Tesla(US:TSLA) 大鱼聊电动·2025-11-13 07:05FSD (Full Self-Driving) Technology - Karpathy, former Tesla AI director, experienced near-perfect FSD V13 performance on HW4 Model X, highlighting significant improvements in handling complex scenarios [1][2][3] - Tesla is using "Software 2.0," an end-to-end AI model, which relies heavily on HW4 hardware and high-resolution cameras, potentially offering a superior FSD experience compared to HW3 [3] - Tesla has started FSD testing in South Korea [1] Market & Sales Performance - Tesla Model Y and Model 3 remain the world's best-selling EVs, but face increasing competition from BYD's diverse model lineup [4] - Model Y achieved sales of 140,904 units in September, while Model 3 sold 67,374 units [4] - BYD's top 9 models collectively outsold Tesla's Model Y and 3 in September, with approximately 286,000 units compared to Tesla's 208,278 units [4] Industry & Competitive Landscape - Ford CEO acknowledged being "shocked" by Tesla's engineering efficiency, particularly noting that Ford's electric Mustang Mach-E has 1.6 kilometers more wiring than Tesla's Model 3 [4] - JD Power data indicates that 24.2% of US active car shoppers are "very likely" to consider an EV, the highest point of the year [4] - Approximately 60% of potential buyers are "somewhat likely" to switch to EVs in the next 12 months [4] Tesla's Strategy - Tesla is opening its Supercharger network to non-Tesla EVs, integrating it with Google Maps, and aiming to set industry standards [4] - Tesla's Supercharger director is working to integrate real-time wait time predictions and dynamic route planning into Google Maps, features already available on Tesla's own navigation system since 2017 [4]