Tesla(US:TSLA) 大鱼聊电动·2025-11-14 09:44Tesla's Strategic Shifts - Tesla is reportedly testing Apple CarPlay integration, a reversal of its previous stance, potentially to attract new users and increase sales in a competitive market [1] - Tesla's updated referral program offers existing users $15 in the US or C$20 in Canada for FSD (Supervised) test drive referrals, aiming to expand FSD adoption and future subscription revenue [1] - Tesla is leveraging its existing customer base to promote FSD, betting on future subscription revenue and software profits through a low-cost AI experience campaign [1] Competitive Landscape - General Motors (GM) plans to remove all China-made parts from its North American vehicles by 2027 to comply with the Inflation Reduction Act (IRA), a move perceived as reactive and potentially disruptive to its supply chain [2] - Ford's CEO Jim Farley has publicly committed to supporting CarPlay, recognizing its popularity among consumers [1] - Blue Origin successfully recovered its "New Glenn" rocket booster on a barge in the Atlantic Ocean, a milestone achieved by SpaceX nine years prior, highlighting the difference in innovation speed and execution efficiency [1] Geopolitical and Supply Chain Strategies - Tesla employs a "Glocalization" strategy, using regional supply chains like CATL in China and Panasonic in North America to mitigate geopolitical risks and maximize IRA subsidies [2] - GM's attempt to rebuild its North American supply chain by 2027 is viewed as a challenging and costly endeavor, potentially leading to higher prices for consumers [2] Future Technologies - Elon Musk believes that brain-machine interfaces like Neuralink could potentially enable the uploading of a "snapshot" of an individual's mind to Optimus robots within approximately 20 years [2]