以下文章来源于硅星人Pro ，作者郭海惟 硅星人Pro . 硅（Si）是创造未来的基础，欢迎来到这个星球。 御业事 创 新 中国 2 0 2 5 DEMOCHINA 19 th 汇聚100家早期AI及硬科技公司 200余家活跃投资机构 9.24-25 | 杭州新天地丽生酒店 报名参会 来源丨 硅星人Pro（ID：Si-Planet） 作者丨 郭海惟 图源丨Midjourney 时不时有人会想起特斯拉的Master Plan，不同的人总想从中看到不同的东西：粉丝想听布道，投资人渴望踏上性感的故事，产业人警惕头部玩家的路线选择，普通人想听一个关于未来 的动人故事。 去年618，马斯克发了条推特，称自己正在写Master Plan的第四篇章，而且将是史诗级的（epic），吊足了许多人的胃口，不少人甚至下场当马斯克的手替，洋洋洒洒写了不少东西。 特斯拉官方在微博上公布了《秘密宏图第四篇章（Master Plan 4）》。截止当晚十点，这部史诗在这个279万粉丝的账号里，总共获得了六个评论、25个转发和42个赞。 其中最高赞的评论是："国内的智能语音助手和fsd能不能快点落地"，点赞量达两个。 遇冷的不止是微博，在马斯 ...

以下文章来源于硅星人Pro ，作者郭海惟 硅星人Pro . 硅（Si）是创造未来的基础，欢迎来到这个星球。 本文来自微信公众号： 硅星人Pro ，作者：郭海惟，题图来自：视觉中国 时不时有人会想起特斯拉的 Master Plan，不同的人总想从中看到不同的东西：粉丝想听布道，投资 人渴望踏上性感的故事，产业人警惕头部玩家的路线选择，普通人想听一个关于未来的动人故事。 去年618，马斯克发了条推特，称自己正在写Master Plan的第四篇章，而且将是史诗级的 （epic） ，这吊足了许多人的胃口，不少人甚至下场当马斯克的手替，洋洋洒洒写了不少东西。 特斯拉官方在微博上公布了《秘密宏图第四篇章 （Master Plan 4） 》。截至当晚十点，这部史诗在 这个279万粉丝的账号里，总共获得了六个评论、25个转发和42个赞。 其中最高赞的评论是："国内的智能语音助手和fsd能不能快点落地"，点赞量高达两个。 遇冷的不止是微博，在马斯克两亿粉丝大X号下场转发后，这条帖子也只获得了15K点赞。而相比之 下，马斯克2小时前转发的反移民帖子，点赞量达到了63K （根据X的数据展示规则，如果是直接转 发的帖子，显示原贴的点 ...

时不时有人会想起特斯拉的 Master Plan，不同的人总想从中看到不同的东西：粉丝想听布道，投资人渴望 踏上性感的故事，产业人警惕头部玩家的路线选择，普通人想听一个关于未来的动人故事。 去年618，马斯克发了条推特，称自己正在写Master Plan的第四篇章，而且将是史诗级的（epic），这吊足 了许多人的胃口，不少人甚至下场当马斯克的手替，洋洋洒洒写了不少东西。 特斯拉官方在微博上公布了《秘密宏图第四篇章（Master Plan 4）》。截至当晚十点，这部史诗在这个279 万粉丝的账号里，总共获得了六个评论、25个转发和42个赞。 以上。 整篇文章，特斯拉汽车业务只出现了一次，配图也有一次半（有张图是机器人开后备箱），其余所有的露 出都留给了机器人和AI。 其中最高赞的评论是："国内的智能语音助手和fsd能不能快点落地"，点赞量高达两个。 遇冷的不止是微博，在马斯克两亿粉丝大X号下场转发后，这条帖子也只获得了15K点赞。而相比之下， 马斯克2小时前转发的反移民帖子，点赞量达到了63K（根据X的数据展示规则，如果是直接转发的帖子， 显示原贴的点赞量；如果是带评论的转发，则显示该评论的点赞量）。 究其原因 ...

一家市值万亿的汽车公司正在全力研发机器人，这究竟是马斯克的技术妄想，还是未来十年最大的产业机会？ 9月2日，特斯拉正式发布《Master Plan Part IV》（宏伟蓝图第四篇章），这份被市场期待已久的战略文件，彻底撕掉了特斯拉"电动汽车制造商"的标签， 展现了一个完全不同的未来图景。 华尔街的反应出奇地平静——特斯拉股价在发布后仅微涨0.8%。但在平静之下，一场波澜壮阔的产业重构正在酝酿。 今天，硅兔君特意邀请一位特斯拉前工程师来深度拆解这份计划。它不仅关乎特斯拉的未来，更关乎未来十年，我们该如何理解科技、产业与资本的终 局。 01 回顾特斯拉的宏伟蓝图系列，我们能清晰看到一家公司战略视野的不断扩张： Part I（2006）：验证电动车可行性，从高端到大众市场渗透 Part II（2016）：扩展至能源生态与自动驾驶 Part III（2023）：提出全球能源全面电动化远景 Part IV（2025）：AI与物理世界深度融合，实现"可持续富足" 增长是无限的：技术创新可突破资源约束，一个领域的增长不必以另一个领域衰退为代价； 创新消除限制：通过持续技术突破（如电池瓶颈、能源效率）打破物理世界的固有边界 ...

昨天，特斯拉"秘密宏图"第四篇章正式发布，核心愿景是用"人工智能、机器人"突破资源与劳动力瓶颈，实现社会资源增长，让人类从枯燥劳动中解放。 前言中提到，有了电动汽车、能源产品和人形机器人奠定的基础，特斯拉正在大规模整合硬件与软件，打造一系列产品和服务，让人工智能深度融入到整 个现实世界中，让世界更安全、清洁、美好。 特斯拉用一张图描绘了这样的世界： 图片中，电动汽车/Robovan是出行和物流的载体，无人驾驶技术是移动出行的核心技术；太阳能发电实现了能量资源的可再生； 人形机器人Optimus承担着劳动者角色，在进行修剪绿植、照顾婴儿和布置桌面等工作，而背后的推动者则是人工智能计算平台。 就像内燃机汽车替代马匹一样，特斯拉克服电池开发的技术限制，开创出一个由可再生资源驱动的产业，让交通行业摆脱传统化石燃料的想法不再是痴人 说梦。 3.通过技术解决现实问题 太阳能发电与大规模电池储能技术提升社会清洁电力的可用性与可靠性； 马斯克还在外网透露，特斯拉未来约80%的价值将来自Optimus人形机器人项目。 这也意味着特斯拉的重点目标要从"能源可持续化"转为"用AI重塑生产力"。 这次被称为史诗级的转型会遭遇什么，马 ...

21世纪经济报道记者赵云帆 "宏图计划（Master Plan）"是特斯拉自成立以来，公司不断为全球科技行业 发展树立阶段性里程碑的标志性计划。然而，很少有人能预料到，其新版计划会如此迅速地到来。 在并不太长的篇幅之中，特斯拉仍打算围绕Optimus机器人来"做文章"。 特斯拉表示，机器人Optimus不仅在改变人类对劳动本身的态度，同时也在改变劳动力的可获得性与性 能。那些单调或危险的工作与任务，可以通过别的方式来完成了。这样，Optimus的使命就是把时间还 给人们，让人们去追求自己的热爱。 发布宏图计划之后，马斯克表示，特斯拉未来80%的价值来自于机器人，当前特斯拉汽车只是"带着轮 子的机器人"。 回顾过往，特斯拉的前三版"宏图计划"曾分别将目标聚焦于：开发可用性可靠性以及经济性均较佳的电 动车与节能减排；太阳能综合利用与完全自动驾驶；储能与全面交通电动化，自动化等。 9月2日，特斯拉公布了"宏图计划"第四篇章，其核心内容是通过整合人工智能、自动化技术和大规模制 造能力，加速世界向"可持续富足"的方向转型，实现不受限制的可持续发展与人类繁荣。 落实到具体计划，则包括帮助人们"走向繁荣"的产品和科技，如太 ...

Core Viewpoint - Tesla's latest "Master Plan Part IV" shifts the company's focus from electric vehicles and energy to artificial intelligence and robotics, aiming to create a "sustainable abundance" society through AI integration into the physical world [3][6]. Group 1: Vision and Goals - The ultimate goal defined in the plan is to achieve "unconstrained sustainability without compromise" [6]. - The plan emphasizes that Tesla has been building the foundation for nearly two decades in electric vehicles, energy products, and humanoid robots [6]. - Five guiding principles are introduced, asserting that the company is entering an unprecedented growth phase, which is described as a leap for both Tesla and humanity [6][10]. Group 2: Market Reactions - The market response to Tesla's ambitious vision is mixed, with some viewing it as a redefinition of large-scale autonomous driving [8]. - Critics argue that the plan lacks concrete execution paths and is seen as vague promises regarding AI, with some media commentators describing it as a collection of ambiguous AI commitments [4][13]. - There are concerns about Tesla's ability to attract top AI talent compared to competitors like OpenAI, Microsoft, Apple, and Amazon, due to Elon Musk's management style and company culture [15][17]. Group 3: Criticism of the Plan - Critics highlight that the plan appears to be more of a marketing document rather than a coherent strategy, contrasting it with previous plans that had clearer, actionable steps [21]. - There is skepticism regarding the feasibility of delivering a humanoid robot capable of performing useful tasks at an affordable price, with calls for Tesla to first prove its ability to create such a robot [14]. - The plan is perceived by some as an attempt to placate shareholders with fantasies of infinite growth in AI stocks, lacking substantial evidence of progress [13][15].

Core Insights - Tesla's "Master Plan" fourth chapter aims to integrate AI and autonomous driving technologies to accelerate the transition to sustainable abundance and human prosperity [2][3][4] - The plan emphasizes the creation of a safer, cleaner, and more enjoyable world through the unification of hardware and software [3][4] AI Empowerment - Tesla's innovations in electric vehicles, clean energy, and robotics lay the foundation for a technological renaissance aimed at eliminating scarcity [3][4] - The company believes that growth is limitless and that technological innovation can address resource shortages, similar to past industrial revolutions [3][4] Technological Integration - Tesla is building a collaborative network of AI and physical world technologies, including Full Self-Driving (FSD), Dojo supercomputer, and Optimus humanoid robots [5][6] - FSD is progressing towards full autonomy by continuously learning from millions of miles of road data, enhancing its ability to handle complex driving scenarios [5] - The Dojo supercomputer, with a processing power of 1.1 EFLOPS, supports AI model training and improves decision-making speed for vehicles [5] Robotics and Energy Solutions - The Optimus robot addresses labor shortages in repetitive and hazardous tasks, already being utilized in Tesla factories and service industries [6] - Tesla's Powerwall and Megapack are key components in energy transition, providing reliable energy storage solutions for homes and businesses [6][7] Virtual Power Plant Innovation - Tesla's Virtual Power Plant (VPP) connects dispersed battery systems to create a large energy buffer, effectively managing energy supply and demand [7] - The VPP model has shown significant success in pilot projects, indicating its potential as a critical infrastructure for renewable energy [7] Business Model Innovation - Tesla is transitioning to a data-driven business model, exploring innovations like the Robotaxi network and AI technology licensing to generate high-margin software revenue [8] - The Robotaxi service allows users to access autonomous vehicles through subscription or pay-per-use, projected to contribute 30% of Tesla's total revenue by 2030 [8] Industry Impact - The release of the fourth chapter of Tesla's "Master Plan" signifies a shift from product-focused innovation to a new stage of system capability integration [9] - The vision outlined in the plan is seen as forward-looking, but the path from concept to reality involves overcoming various challenges in technology and regulation [9][10] Societal Implications - Experts suggest that technology is not only a tool for economic development but also a key force in addressing global challenges like climate change and labor shortages [10] - The need for innovative companies to redefine future possibilities and contribute to a sustainable and prosperous society is emphasized [10]

Core Insights - Tesla's "Master Plan Part IV" emphasizes the integration of artificial intelligence (AI) and robotics as the core focus for future growth and sustainability [1][3] - The plan aims to accelerate the transition to "sustainable abundance" through the unification of hardware and software, enhancing safety, cleanliness, and enjoyment in the world [3][4] - Tesla's future value is projected to be significantly derived from the Optimus robot, with approximately 80% of the company's value expected to come from this technology [4] Summary by Sections Master Plan Overview - The fourth chapter of the Master Plan marks a strategic shift from electric vehicles and energy solutions to a focus on AI and robotics [8] - The previous plans (1.0, 2.0, and 3.0) laid the groundwork for electric vehicle feasibility, solar energy solutions, and a roadmap for sustainable energy transition, but faced challenges in execution [5][7] Key Principles of Master Plan Part IV - Endless growth is emphasized, where growth in one area does not hinder another, akin to the industrial revolution and the internet [4] - Innovation is seen as a means to eliminate limitations, with Tesla's battery technology disrupting fossil fuel transportation [4] - Technology is aimed at solving real-world problems, enhancing the availability of clean energy and improving safety in transportation [4] - Autonomy must benefit humanity, making daily life safer and better [4] - Broader accessibility will drive stronger growth, promoting social democratization and improving quality of life through advanced products [4] Historical Context - Master Plan 1.0 focused on proving the viability of electric vehicles and expanding the market with models like the Roadster, Model S, Model X, and Model 3 [5] - Master Plan 2.0 aimed at integrating solar solutions with energy storage and developing significantly safer autonomous driving technology, though progress has been limited [6][7] - Master Plan 3.0 targeted the elimination of fossil fuels and outlined a global sustainable energy economy, but Tesla's involvement outside electric vehicles has been minimal [7]

Core Viewpoint - Tesla's latest "Master Plan Part IV" shifts the company's focus from electric vehicles and energy to artificial intelligence and robotics, aiming to create a "sustainable prosperity" society through AI integration into the physical world [1][3][5]. Group 1: Vision and Goals - The ultimate goal defined in the plan is to achieve "unconstrained sustainability without compromise" [3][5]. - The plan outlines five guiding principles: 1. Growth is unlimited: Technological innovation can solve resource shortages and create more economic opportunities [3][10]. 2. Innovation eliminates limitations: Continuous innovation can overcome seemingly impossible obstacles [3][12]. 3. Technology solves real problems: Products like autonomous vehicles and Optimus robots aim to address issues such as traffic safety and labor efficiency [3][14]. 4. Autonomy must benefit all humanity: The development and application of autonomous technology should enhance human well-being [3][18]. 5. Broader access drives greater growth: Providing advanced technology products at affordable prices is essential for building a prosperous society [3][19]. Group 2: Criticism and Skepticism - Critics argue that the plan lacks concrete execution paths and is seen as vague promises about AI, with some labeling it as a collection of empty AI commitments [2][28]. - There are concerns regarding Tesla's ability to attract top AI talent compared to competitors like OpenAI, Microsoft, and Apple, due to Elon Musk's management style [30]. - Observers question the feasibility of the ambitious goals set in previous master plans, noting that many steps remain unfulfilled, leading to skepticism about the current plan's viability [29][33].