特斯拉新使命背后的生死时速

Core Viewpoint - Tesla has updated its mission to "build a world of extraordinary abundance," where people can achieve high income without the need to work [2][5]. Group 1: Tesla's Mission Evolution - Initially, Tesla's mission was to "accelerate the world's transition to sustainable energy," with a clear path outlined in the first three chapters of the "Master Plan" [3][4]. - The first chapter focused on producing high-end sports cars to fund the development of more affordable vehicles, which has been completed with models like Roadster, Model S, Model X, and Model 3 [4]. - The second chapter aimed to provide solar energy solutions and expand the electric vehicle lineup, with partial completion noted by 2025 [4]. - The third chapter, released in 2023, set a goal for 100% sustainable energy by 2050, which is still considered far from realization [4]. Group 2: Future Vision of Abundance - The concept of a world of extraordinary abundance is based on a productivity explosion driven by robots and AI, with the Optimus robot expected to surpass human capabilities in various fields [8][9]. - In this envisioned world, people would not need to work for income, and the cost of goods and services would approach zero, rendering money less significant [9]. - The future may allow for extended lifespans, but concerns about societal challenges and the potential loss of human dominance over superintelligent AI are raised [11][12]. Group 3: Current Challenges and Expectations - Tesla's focus on AI and robotics, particularly the Optimus robot and autonomous driving, is seen as crucial for achieving its new mission [16]. - The company aims to produce the Cybercab, a low-cost autonomous vehicle, with a target production capacity of 2 million units by April 2024 [16]. - However, there are concerns about Tesla's ability to meet these commitments, especially given past delays and the current decline in vehicle sales, which dropped by 8.6% year-on-year in 2025 [21]. - Investors are increasingly wary, as the company's market narrative may overshadow its fundamental performance, and 2026 is viewed as a critical year for demonstrating tangible progress [21].