Tesla(US:TSLA) 大鱼聊电动·2025-11-29 08:05Industry Focus - The industry is shifting its focus from Cybertruck production challenges to the potential of Cybercab as a key catalyst for 4680 battery technology [1] - The industry believes Cybercab, designed for urban environments, presents a less demanding application for the 4680 battery compared to the high-performance requirements of Cybertruck [1] Strategic Analysis - Tesla may be strategically using Robotaxi (Cybercab) to refine the 4680 battery production process due to its lower performance demands [1] - The industry suggests a "降维打擊" (降维打击 - dimensional reduction strike) approach, where Cybercab's less stringent requirements allow for easier integration of the 4680 battery [1] Timeline & Expectations - The industry anticipates a potential turnaround for the 4680 battery with the launch of Cybercab in Q2 of the coming year [1]