Tesla的自動 駕駛出大事了？ 不 這可能是我 聽過最離譜 的「好消息」！ 舊金山 發生了一件 讓人哭笑不得的事 一輛正在測試 的Robotaxi 車上的安全員 沒錯 就是那個 負責盯著車的人 居然睡著了！ 而且是在 一段路程裡 睡著三次 還被車內監控 系統的 警報聲震醒！ 兄弟們 這意味著什麼？ 這聽起來是 運營醜聞 但你細品 這其實是FSD 技術的 「神蹟」啊！ 這證明了現在的 FSD V14已經 強大到無聊的程度 平穩到讓人類 監管者產生了 徹底的 「自動化自滿」 這件事 狠狠地甩了 所有質疑者一巴掌 在未來的交通裡 會疲勞會分心 會打瞌睡的人類 才是系統裡 最大的Bug！ 那個睡著的司機 其實在用行動 告訴馬斯克 趕緊把 Cybercab量產吧 把方向盤拆了吧 我們人類真的 不配開車了！. ...

FSD到底 安不安全？ 特斯拉 這回不演了 直接攤牌了 他們官網上線了 一個新頁面 上面有一組數據. 我看完都嚇一跳： 使用 FSD (Supervised) 重大碰撞事故 減少 7 倍！ 我知道 馬上會有人 跳出來說 哎 這不公平！ 你這是拿 『有人盯著』的 FSD 去跟馬路上 那些酒駕的 玩手機的 『人類總平均』相比！ 這根本是作弊！ OK 這話有幾分道理 但你反過來想 就算 是在有人 監控的前提下 FSD 已經能 做到比人類的 「總平均」 安全整整 7 倍 這數據 還不夠嚇人嗎？ 這不僅是 給車主信心 這更是馬斯克 拿去跟監管 跟保險公司 談判的數據王牌 你覺得這個 7 倍數據 是「作弊」 還是真的牛？ 留言聊聊吧. ...

前特斯拉 AI 總監 回來「找碴」 結果竟然 被嚇傻了？ 你沒聽錯 那個最懂 FSD 弱點 曾經為了修Bug 幾年睡不著覺的 「AI 教父」 Karpathy 最近以普通 車主身份 提了一台 Model X 他原本準備了 一籮筐的 「小本本」 想紀錄下 FSD的錯誤 結果呢？ 一趟跑下來 狹窄會車？ 搞定！ 施工路段？ 絲滑繞過！ 就連最變態的 視線被公車 擋住的停車標誌 FSD 都能像 老司機一樣 預判停車！ Karpathy 最後只說了 兩個字完美 他在高速上 甚至感覺 不是在開車 而是坐在 磁懸浮列車裡！ 這已經不是 在跑程式碼了 這是 Software 2.0% 這是真正的 「矽基大腦」 在思考 在用直覺開車！ 當寫代碼的人 都挑不出毛病時 你還覺得 自動駕駛 很遙遠嗎？ 這才是馬斯克 手裡真正 的魔法！. ...

Tesla's Technological Advancements - Tesla Cybercab is confirmed to remove steering wheels and pedals, aiming for ultimate convenience in autonomous driving [1] - Robotaxi is planned for large-scale deployment in Austin and the Bay Area by the end of the year [1] - Tesla's vehicle fleet will form a decentralized AI computing network of "100 Gigawatts" [1] - Roadster 2 is anticipated to be the most memorable product launch ever [1] Market Strategies and Product Features - Tesla is promoting FSD (Full Self-Driving) with "nanny-style" Tesla Ride in the US [1] - China's Model Y has unlocked V2L (Vehicle-to-Load) external discharge function, addressing market pain points [1] AI and Future Predictions - Elon Musk predicts the "death of mobile phones," envisioning direct communication between AI and the brain [1] - Musk warns that AI is the most threatening thing to us, like "summoning a demon" [1] JOWUA Product Promotion - JOWUA offers a 5% discount on selected products using the code BIGFISH95 [1]

Industry Development & Regulation - Cybercab's appearance on California roads signifies a major step towards "legal road testing" [1] - California law mandates a safety driver for L4/L5 testing, explaining the presence of a driver in Cybercab [1] - The presence of a driver is not a setback but proof of compliance with regulations for autonomous vehicle testing [1] Product & Technology - Cybercab is specifically designed for Robotaxi services, representing a dedicated approach [1] - The design is not a modified Model 3 but a purpose-built vehicle for autonomous driving [1] - The Cybercab project, envisioned for nearly a decade, is now being tested on public roads [1]

Market Trends & Industry Dynamics - Wall Street analysts, including Jim Cramer and Morgan Stanley's Adam Jonas, are recognizing Tesla's shift from a traditional car business to focusing on AI, energy, and robotics [1] - Morgan Stanley suggests Tesla is "gracefully exiting" the traditional car business, with its future stock price dependent on its success in autonomous driving [1] - New Street Research raised Tesla's target price from $465 to $520, and Daiwa Capital Markets increased its target from $300 to $420, citing increased EV production and autonomous driving potential [1] Autonomous Driving & Robotaxi - Tesla is launching Robotaxi services, including airport transportation to San Jose International Airport (SJC) in the Bay Area, despite current regulations requiring safety drivers [1] - Tesla is positioned as a vertically integrated company capable of mass-producing cars and developing autonomous driving technology, unlike traditional car manufacturers (Ford, GM) or tech companies (Waymo) [2] - The Robotaxi market is expected to be a winner-takes-all scenario due to network effects, with Tesla aiming to dominate future transportation [2] Financial Implications & Business Model - The estimated cost of Robotaxi service is $0.50 per mile, significantly lower than the $1 per mile cost of owning and operating a personal car [2] - Tesla's focus is shifting from selling cars, which is considered a low-margin business, to capturing the entire future of mobility through Robotaxi services [2] Energy & Robotics - Tesla is recognized for its potential in energy solutions, particularly in battery technology and energy storage, which are seen as crucial for the future of AI [1] - Optimus humanoid robot is considered a highly exciting part of Tesla's investable empire, despite the challenges in mass production [1]

FSD and Technology - Tesla's FSD (Supervised) v14.1%.2 introduces "Mad Max" mode, showcasing confidence in system stability and safety [1] - The industry acknowledges that computers can handle "extreme driving" better than humans due to superior precision and calculation [1] - Tesla engineers are aware of "phantom braking" issues in V14 but prioritize safety over smoothness, adopting a "better safe than sorry" strategy [1] - Tesla employs "Model Compression" techniques (Quantization, Pruning, Distillation) to fit AI models trained on 120,000 NVIDIA GPUs into an 8GB chip [1] - The company focuses on software optimization over hardware upgrades, viewing it as a more scalable approach [1] Financial Analysis and Market Position - Tesla's stock closed at $428.75, down 1.85% with a trading volume of 76.58 million shares [1] - Barclays raised Tesla's target price to $350, citing the accelerating autonomous driving and AI narrative [1] - DHL plans to integrate Tesla Semi trucks into its US transportation network by 2026 after successful testing [2] - Tesla has begun production of the Model Y Standard version at Giga Texas, aiming for lower prices and broader market reach [2] - Cybercab is being tested in California, reflecting Tesla's progress in Robotaxi development [2]

FSD V14 Key Updates & Technology - FSD V14.1% focuses on refining existing capabilities rather than introducing entirely new features, emphasizing practicality for everyday use [1] - The "Arrival Options" system offers a Robotaxi-style drop-off experience, demonstrating advanced path planning in complex, non-standard environments [1] - The new "Sloth Mode" aims to personalize the driving experience, making FSD's behavior more aligned with human driving habits to build trust [1] - FSD V14's neural network model has 10 times more parameters than previous versions, enhancing its ability to understand, remember, and correlate driving scenarios [1] Hardware Controversy & Business Model - The FSD V14 update is primarily being rolled out to vehicles equipped with HW4 computers, creating uncertainty for millions of HW3 owners who were promised full self-driving capabilities [1][2] - Tesla may shift from a one-time software purchase model to a bundled hardware and software subscription service, potentially requiring hardware upgrades every few years [2] - The value of Tesla's used cars may be significantly affected by hardware versions, creating complexity and risks for owners' asset preservation [3] Industry Competition & Market Valuation - The automatic driving competition is mainly led by two different technical philosophies and business paths, represented by Tesla and Google's Waymo [3] - Wedbush analysts view FSD as Tesla's "golden goose," predicting a potential market capitalization of $2 trillion by early 2026 and $3 trillion by the end of 2026 [3] - JPMorgan analysts maintain an "Underweight" rating on Tesla, focusing on car deliveries and sales data while largely ignoring the potential of autonomous driving, robotics, or energy storage [3]

FSD V14 Delay Analysis - The delay of FSD V14 is not due to negligence but rather Elon Musk's high standards for quality, ensuring the system meets his top criteria before release [1] - The delay allows Tesla to incorporate additional features into V14.0, potentially including functionalities originally planned for V14.1 or V14.2 [1] - The update involves a significant increase in neural network parameters, suggesting a substantial upgrade rather than a simple bug fix [1] Strategic Implications - The delay is framed as a tactical gain, allowing for an enhanced version of the AI driving system [1] - The enhanced V14 aims to bring the system closer to a conscious AI driving system [1] - The ultimate goal is to provide access to a trillion-dollar Robotaxi network [1]

FSD and Autonomous Driving - Tesla's FSD (Supervised) has officially launched in Australia and New Zealand for HW4 Model 3 and Y owners via OTA update, marking a milestone in global expansion [1] - Tesla has reduced the FSD penalty globally, cutting the observation period for violations from 7 days to 3.5 days [1] - Tesla is confident that its system is ready for more complex overseas road conditions and requires less strict supervision [1] - The next stop for FSD expansion after Australia and New Zealand is anticipated, with potential candidates being the UK or Japan [1] - The industry anticipates the future of autonomous driving is expanding faster than expected, with Tesla leading the way [1] Product and Design Updates - Tesla's design director confirmed a significant update to the internal door handle design, merging the electronic button and manual lever [1] - The door handle redesign is being researched in China, potentially due to the market's size, competitive pressure, and stringent safety requirements [1] Energy Storage - Several large energy projects in Australia are using Tesla's Megapack, a large-scale battery storage solution [2] - A 415 MW power, 1660 MWh capacity battery storage project is underway, potentially the world's largest, utilizing Tesla's Megapack [2] - The first phase of the MREH (Melbourne Renewable Energy Hub) project provides 600 MW of capacity and 1.6 GWh of energy storage, enough to supply 200,000 households during peak hours [2] - Tesla is integrating hardware and software in the energy sector and influencing policy by participating in discussions about the future of the Australian National Electricity Market (NEM) [2] Future Outlook - Elon Musk believes we are very close to digital superintelligence, potentially occurring in 2025 [2]