Key Takeaways Ford's 0.26X forward P/S is below its 5-year average and peers GM and Tesla despite a YTD stock gain. Ford Pro's strong demand, paid software growth and Super Duty launch drive optimism for future earnings. EV losses, ICE slowdown and $1.5B in tariff impact weigh on Ford's 2025 earnings outlook and estimates.U.S. legacy automaker Ford (F) is currently trading at a 0.26 forward 12-month price-to-sales (P/S) ratio, below the industry levels as well as its own 5-year average. The valuation also ...

RT Warren Redlich - Chasing Dreams 🇺🇸 (@WR4NYGov)Important thought about Robotaxi that deserves more attention.Robotaxi will save a 100,000 lives a year soon, and eventually over a million a year. ...

Group 1 - Luo Yonghao clarified that he has not left the tech industry, stating that he was engaged in e-commerce from 2020 to 2021 due to contractual obligations, and has since been focused on R&D with his new company, Xihongxian [1] - He emphasized that the lack of public activity was due to the focus on development rather than a departure from the tech sector [1] Group 2 - He Yujun has completed the acquisition of Beijing Huanju Commercial Management Co., with the seller being Wang Sicong, son of Wanda Group's chairman Wang Jianlin [4] - The event was part of a product launch in Tai'an, Shandong, where He Yujun appeared as the chairman of Beijing Huanju and Xingjing Weiwang Group [2] Group 3 - Xiaomi responded to allegations regarding a sales representative disparaging other brands during a conversation about the Xiaomi YU7, confirming that the individual was not an employee and that the company prohibits such behavior [5] - The company urged consumers to verify information through official channels to avoid misinformation [5] Group 4 - Ningbo Dongfang University announced a tuition fee of 96,000 yuan per student per year for the 2025 academic year, along with a 2,000 yuan accommodation fee [6] Group 5 - Vipshop's Vice President Feng Jialu is under investigation for alleged corruption, with the company maintaining that business operations are normal and expressing zero tolerance for corrupt behavior [7] Group 6 - Apple has made its advertisement "The Parent Presentation" private after just one day of release, indicating a shift in its marketing strategy [8] Group 7 - Haier announced the establishment of Shanghai Zhaofu Intelligent Technology Co., focusing on L4 autonomous driving technology, with initial funding exceeding 3 billion yuan from Haier, Ant Group, and CATL [20][22] - The collaboration aims to enhance the safety and reliability of autonomous driving technology and promote its commercial application [22] Group 8 - Xiaopeng Huaitian appointed Du Chao as CFO and Vice President, aiming to strengthen financial management and investor relations [23] Group 9 - BYD refuted rumors regarding solid-state batteries being used in the Seal model, stating that such information is unverified and that the first model and specifications are not officially reported [24] Group 10 - Xiaomi officially announced the launch of the YU7 SUV on June 26, along with other products including the MIX Flip 2 and a new personal smart device [28]

Group 1 - The core viewpoint is that Tesla's RoboTaxi service is facing its first significant test, which could amplify any negative factors [1] - Gene Munster, the managing partner of Deepwater Asset Management, emphasizes the importance of this situation, indicating that it is critical for the company [1] - The statement suggests that the outcome of this test could have substantial implications for Tesla's future operations and market perception [1]

A quick walk through of the Tesla Robotaxi app @HansCNelson https://t.co/yrLnZvHEDL ...

Group 1 - Ark Invest has set a price target of $2,600 for Tesla by 2029, based on a Monte Carlo simulation that considers various market scenarios [2][5] - The simulation indicates a 25% chance that Tesla's stock price could be $2,000 or less, and a 25% chance it could exceed $3,100, with the expected value being $2,600 [2][4] - Tesla's current stock price is significantly below previous bearish forecasts, indicating the challenges in predicting long-term stock values for speculative growth stocks like Tesla [3][4] Group 2 - The success of Tesla's stock price is highly dependent on the success of its robotaxi service, which is projected to account for 88% of its enterprise value by 2029 [7][10] - Tesla's Full Self-Driving (FSD) system and robotaxi concept remain unproven, with regulatory and safety challenges yet to be addressed [9][11] - If Tesla successfully develops its robotaxi technology, there could be significant upside potential for the stock, as the company has the necessary resources and market position to succeed [13]

RT jimmah (@jamesdouma)Car ownership will evolve in a similar fashion to how landline phones changed with the coming of the cell phone. At first, few gave up landlines because cell phones weren’t a complete substitute. As cell phone networks improved in quality and ubiquity, the rationale for paying for an additional landline gradually went away and today relatively few people still have them. Businesses and older demographics are hanging on but it’s not mainstream. Similarly car ownership will continue wit ...

Core Insights - The comparison between Ford and Tesla highlights the future direction of the auto industry, particularly in electric vehicles (EVs) and robotaxis, with both companies facing similar opportunities and challenges [1] - Tesla's full-self-driving (FSD) robotaxi is seen as a strategic move to counteract declining sales and market share, while major automakers recognize the profit potential of robotaxis through recurring income from ride-per-mile revenue [2] Electric Vehicles and Affordability - Automakers need to make EVs more affordable to ensure their future viability, as current EVs are not cheap [2] - Ford's CEO emphasized the importance of developing affordable EVs to achieve profitability, indicating a shift in strategy [4] Robotaxi Development - Ford has faced setbacks in its robotaxi plans, notably after the shutdown of Argo AI, while Tesla is preparing to launch its unsupervised FSD/robotaxi service [14][15] - Tesla's ability to transform existing vehicles into robotaxis and produce a dedicated model, the Cybercab, gives it a competitive edge [8] Financial Performance - Ford's Model E segment reported significant losses, with a loss of $5.1 billion in 2024 and $849 million in Q1 2025, indicating challenges in achieving a profitable EV business [10] - In contrast, Tesla generated $7.1 billion in operating profit in 2024 and maintained a dominant market share of 43.5% in Q1 2025, compared to Ford's 7.7% [11] Future Outlook - Both companies plan to release low-cost models, but Tesla's ability to lower its average cost per car positions it better for sustainable profitability [13] - The auto industry is moving towards lower-cost EVs and robotaxis, with Tesla currently in the best position to meet these industry aims [18]

Robotaxi rulesWhole Mars Catalog (@WholeMarsBlog):Robotaxi rules https://t.co/cfIZ5OdwYl ...

(图片由豆包AI生成 提示词档案揭秘） 一个超过50页，逾万字的交互式报告，揭露了OpenAI从非营利研究实验室演变为营利巨头的全过程。 近期，由两大非营利科技监督组织——Midas Project与Tech Oversight Project——联合发布了一份名为《OpenAI档案》的深度调查报告。 该报告由Midas Project执行董事Tyler Johnston主导，历时近一年的公开信息收集与一个月的集中撰写。报告被称为"迄今为止，针对OpenAI在公司治理实 践、领导层诚信及组织文化方面，已记录在案的担忧的最全面汇编"。 通过梳理公司披露文件、法律诉讼、公开信及媒体报道等大量公开资料，这份超过一万字的交互式报告发现， OpenAI正在系统性地、有预谋完成了从"为人类 谋福祉"到"为投资者谋利润"的根本性转变，CEO奥特曼存在长期、有据可查的言行不一、操纵信息和规避监督的行为模式，且个人投资与公司业务的深度捆 绑。OpenAI在安全和透明度方面言行不一，其公开承诺与内部实践严重脱节。 报告分为四大主题，一是重组、二是首席执行官诚信、三是透明度和安全性、四是利益冲突。 其中，OpenAI高管和董事会成 ...