Just took my first Tesla @robotaxi ride from San Jose to San Jose International Airport—seamless, zero-stress FSD magic!Dropped me curbside right at the terminal entrance. No parking hassles, no human errors.Future is here, @Tesla @elonmusk https://t.co/nwHOieBcTI ...

Core Viewpoint - The company clarified that it has no business cooperation with Tesla and that its previous agency agreement related to IoT platforms will not be renewed after December 31, 2024, indicating a shift in focus away from this area [1] Group 1 - The company confirmed there is no collaboration with Tesla [1] - The previous agency agreement for IoT platforms will expire on December 31, 2024, and will not be renewed [1] - The company noted that FSD (Full Self-Driving) and IoT are deeply synergistic and complementary, suggesting that investor expectations for FSD may influence perceptions of IoT [1]

大家好我是大鱼 你敢把 26% 的资产 全押在一个 人身上吗？ 特斯拉的 「骨灰级」多头 罗恩·巴伦就敢 他昨天发出檄文 力挺马斯克的 天价薪酬 因为他看的 不是股价 而是马斯克 的生态系统 是那个价值 8 万亿的未来 这是一场跟随 马斯克的豪赌 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周一收盘是468.37% 全天上涨了 11.81%美元 涨幅是2.59% 成交量是 8412万股 怎么样 大家今天的心情 应该不错吧？ $468.37%！ 这可是自从 2024年12月以来 10个多月的 新高点啊 如果你是从 低谷一路抱上来的 兄弟 你值得为自己鼓掌 Tesla这趟车 真的是 心脏不够大颗的 还真坐不稳 不过 股价上涨 这只是个结果 今天我们先要聊的 是水面下真正推动 这一切的「暗流」 就在昨天 11月3号 一个重量级的人物 可以说是「骨灰级」 的特斯拉多头 突然丢出了 一份长篇告白 这个人就是 罗恩· 巴伦(Ron Baron) Baron Capital 的创始人 这位老兄可不是 那种今天买 明天卖的短线客 他发了个声明 公开力挺特斯拉 董事会「提议的」 2025年CEO 绩效奖 ...

Core Viewpoint - The company, Yitong Century, clarified that it has no business cooperation with Tesla, despite previous involvement in related IoT platforms which will not be renewed after December 31, 2024 [1] Group 1: Company Relationship with Tesla - The company confirmed that there is no current business collaboration with Tesla [1] - Previous agency work related to IoT platforms is set to expire at the end of 2024, and the company will not renew the contract [1] Group 2: Market Perception - The company noted that the high expectations investors have for Tesla's Full Self-Driving (FSD) technology may influence perceptions of the IoT sector [1]

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 Products - Tesla is launching "nanny-style" Tesla Ride in the US to promote FSD (Full Self-Driving) [1] - China's Model Y has unlocked V2L (Vehicle-to-Load) external discharge function, addressing market pain points [1] - JOWUA offers a 5% discount with the code BIGFISH95 on various accessories [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]

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]

恭喜 Waymo！ 他們終於 學會在雪地裡 開車了 但你知道嗎？ 這個 「重大里程碑」 可能恰恰 暴露了他們 最致命的弱點 Waymo 靠的是什麼？ Lidar加上 高精度地圖 這就像是 開卷考試 天氣好的時候 照著地圖開 很穩 但老天爺只要 一改考卷 比如下雪 雪把地圖上的 線全蓋住了 它當然傻眼 它只能停駛 或者砸大錢 為「水牛城」 這一個城市 專門補習 「下雪」這一課 那特斯拉呢？ FSD 根本 不是「背地圖」 它學的是人！ 就像你我 開到雪地 我們會看 前車的胎痕 看雪堆的形狀 重點是數據！ Waymo 只有 幾百台測試車 特斯拉卻有全球 幾百萬台車 此時此刻 就在加拿大 在北歐的雪地裡 把真人駕駛數據 即時餵給 FSD Waymo每到 一個新城市 遇到一種新天氣 就要重考一次 高成本如何 達到規模化？ 所以Waymo 解決的是 某些路 而特斯拉 解決的 是所有的路 你說 終局誰會贏？. ...

Core Insights - Tesla reported record vehicle deliveries of 497,099 units in Q3 2025, alongside record energy storage deployments of 12.5 GWh, but faced earnings pressure due to margin headwinds and a demand pull-forward before the expiration of U.S. EV tax credits [1][6] - Revenue reached approximately $28.1 billion, exceeding expectations, while non-GAAP EPS was around 0.50, which is below the previous year's levels due to compressed automotive margins [1][6] - Shares dipped about 1.4% in after-hours trading as investors anticipated softer demand for the remainder of the year [1] Q3 Results - Total production for Q3 was 447,450 units, indicating an inventory drawdown to meet the surge in demand before the tax credit expiration [6] - Automotive deliveries were primarily driven by Model 3/Y, which accounted for 481,166 deliveries, while "Other Models" contributed 15,933 deliveries [6] Segment Performance - Energy storage deployments reached an all-time high of 12.5 GWh, highlighting its role as a stabilizer with higher margins compared to automotive during competitive pricing periods [6] - Services and other segments were not detailed numerically but are expected to benefit from fleet growth and software advancements [6] Profitability and Margins - Despite record revenue, non-GAAP EPS was approximately 0.50, with auto gross margins (excluding credits) likely in the mid-to-high teens, reflecting ongoing price competition and cost pressures [6] - Net income fell about 37% year-over-year, attributed to margin compression and one-time demand pull-forward effects related to tax policy timing [6] Guidance and Outlook Themes - Analysts and media are focused on post-credit demand trajectory, automotive margins, and the durability of energy growth, particularly how Q4 will shape up after the demand pull-forward [6] - The company maintains a strategic focus on AI/FSD and robotaxi initiatives to support long-term valuation, with investor sensitivity to credible timelines and capability updates in these areas [7]

大家好我是大鱼 如果马斯克说要 「挑战物理极限」 你可能要 先打个问号 但这次 说这话的是 Tesla 首席 设计师 Holzhausen！ 他刚丢出重磅消息 那台从2017 年 等到现在的 Roadster 确认2025 年 就是今年 将正式发布演示！ 这份量完全不同 Holzhausen 还暗示了 它将拥有独特的 「收藏品级」车漆 这台Hypercar 真的要来了 大家不要错过 今天的精彩内容 OK let's go 第一部分 Roadster 今年必发！ Tesla 的首席设计师 弗朗茨· 冯·霍茨 豪森Franz von Holzhausen 又上了 《Ride the Lightning》 这个Podcast 节目 本来以为他又是 来聊Cybertruck 或者Model 2 的八卦 但这一次 Holzhausen丢出了 一个超级重磅炸弹 那台传说中的 新世代Tesla Roadster 有消息了！ 主持人单刀直入 问Holzhausen Roadster今年 (2025) 到底 还出不出来？ Holzhausen 毫不犹豫地证实了 Roadster的 发布和演示 仍在2025 年 的计划轨道上 没 ...

Robotics Safety & Reliability - The robotics industry aims for extremely high levels of safety, targeting 99.999999+% safety in Full Self-Driving (FSD) systems [1] - The pursuit of safety in robotics is a continuous, never-ending process [1] Humanoid Robotics Development - Humanoid robotics development is in its early stages, requiring significant advancements [2] - The industry is focused on improving the dexterity and coordination of robots, aiming for them to perform tasks hundreds, thousands, and eventually millions of times [1] - The industry is expanding the range of tasks robots can perform, from hundreds to thousands, and ultimately millions of tasks [1] Technological Advancement - Exponential improvements in hardware, sensors, and software are necessary for significant progress in humanoid robotics [2]