Autonomous Driving Technology - FSD Version 14 is considered effectively unsupervised, resembling SAE Level 5 autonomy [1] - Tesla aimed for full autonomy from the beginning, bypassing incremental SAE levels [2] - Focusing on SAE levels can hinder innovation, turning engineering into bureaucratic processes [3] - U S regulations prioritize safety outcomes and data over adherence to SAE levels [4] Industry Perspective - Legacy automakers followed SAE levels incrementally, while Tesla pursued direct autonomy [2] - The industry should prioritize innovation and real-world performance over rigid adherence to standards [3][4]

.@theXtakeover AI UNLEASHED: How Tesla's Intelligence Powers Autonomy, Energy & OptimusPanelists: @farzyness @HansCNelson @DrKnowItAll16 @WholeMarsBlog @FutureAZAExplore how artificial intelligence is transforming every aspect of Tesla — from Full Self-Driving and energy optimization to the groundbreaking development of the Optimus humanoid robot. This session will dive into Tesla’s AI architecture, real-world data training, and how its unified intelligence stack is enabling a future of autonomous vehicles, ...

Autonomous Driving Technology - Tesla's autonomy is described as "straight-up wizardry" after Robotaxi rides in San Francisco [1] - Robotaxi successfully navigated steep hills and chaotic streets in San Francisco [1] - The system dodged jaywalkers mid-hill and swerved [1] User Experience - The experience is described as an "insane night experiencing the future of transportation" [1] - The user "crushed THREE mind-blowing Robotaxi rides" [1] Route Information - One ride was from Lombard St to Fisherman's Wharf [1]

Autonomous Driving Performance - Tesla's Robotaxi successfully navigated challenging San Francisco scenarios, including steep hills and chaotic streets [1] - The Robotaxi demonstrated smooth handling of jaywalkers, double-parked trucks, and dead-end U-turns [1] - The system rerouted flawlessly through downtown construction zones and heavy traffic in the Tenderloin [1] - The vehicle anticipated pedestrian movements and navigated erratic cyclists and buses effectively [1] - The Robotaxi handled night driving conditions with fog, one-way streets, and road closures, braking gently for potholes [1] Future Implications - The report suggests Tesla's FSD technology is redefining mobility and is considered affordable [1] - The author expresses confidence in the future of rides with Tesla's autonomous driving capabilities [1]

Just crushed THREE mind-blowing Robotaxi rides across San Francisco—steep hills, chaotic streets, and all! Tesla’s autonomy is straight-up wizardry. 🤯🚀 Here’s the epic breakdown:Ride 1: From Lombard St. to Fisherman’s Wharf. Dodged a swarm of jaywalkers mid-hill, swerved around double-parked delivery trucks like a pro, and nailed a dead-end U-turn without breaking a sweat. Zero hesitations—smoother than any Uber I’ve taken!Ride 2: Downtown chaos through the Tenderloin. Handled construction zones blocking la ...

I'd like to start first of all by by just what you think is going to happen with the European defense sector given everything that we've seen and given the fact that we might see a possible deescalation possible deescalation in the coming few weeks. Gradually, first of all, thank you for hosting us. I think gradually there is a common consensus and realization all across uh the European Union member states and the NATO member states that they need to modernize their defense capabilities.I think that's somet ...

Financial Data and Key Metrics Changes - The company reported consolidated revenue of $14.1 million for Q2 2025, a 6.9% increase from $13.2 million in the same quarter last year [14][15] - Consolidated gross margin expanded to 31.3% in Q2 2025 from 25.2% in the prior year quarter, while the OSS segment margin improved to 41.3% from 24.9% [15][16] - The company expects full-year revenue of approximately $59 million to $61 million for 2025, representing over 20% year-over-year growth for the OSS segment [13][19] Business Line Data and Key Metrics Changes - The OSS segment generated bookings totaling $25.4 million in the first half of the year, with a book-to-bill ratio of 2.3 [4] - The Bresner segment is expected to achieve higher sales and profitability in 2025 compared to last year's results, with recent bookings aligning with targets [7] - The OSS segment's gross margin is expected to be in the 40% range for the full year 2025, up from prior guidance of mid to upper 30s [16][19] Market Data and Key Metrics Changes - The company is seeing signs of stabilization in European markets served by the Bresner operating unit, with recent bookings and revenue in line with targets [7] - The market for composable infrastructure is projected to grow significantly, from $5.87 billion in 2024 to $28.44 billion by 2031 [9] Company Strategy and Development Direction - The company is focused on leveraging high-performance edge compute solutions to meet growing demands in AI, machine learning, and sensor fusion [2] - A multi-year strategic plan has been launched to rebuild the go-to-market approach and expand the sales pipeline [2][3] - The introduction of the Ponto platform aims to address the growing composable infrastructure market and enhance the company's position in commercial data centers [9][10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the company's ability to capitalize on multi-year growth opportunities driven by AI and machine learning [7] - The company anticipates further commercial and defense announcements in the coming months, supported by strong demand for enterprise-class compute solutions [6] - Management remains cautious about the Bresner segment's growth outlook while optimistic about the OSS segment's potential [25][26] Other Important Information - The company has recognized lifetime contracted revenue of over $50 million on the PA platform, with expectations of approximately $4 million in cumulative sales between 2026 and 2029 [5][6] - R&D investments have been increased in 2025 to capitalize on emerging opportunities [8] Q&A Session Summary Question: What is the outlook for the Bresner segment? - Management noted that the Bresner segment is expected to perform well, with market recovery in Europe providing opportunities for growth [24][25] Question: How does the company view the data center market and AI partnerships? - The company is adjusting product lines to meet the demand for higher wattage GPUs and is actively engaging with AI software vendors for partnerships [28][31] Question: What is the expected growth rate for OSS and Bresner segments in 2026? - The OSS segment is expected to grow at about 20% to 25% annually, while the Bresner segment is modeled for growth in the range of 7% to 9% [41] Question: How is the company managing supply chain challenges? - Management indicated that they are working closely with suppliers to mitigate lead time risks and ensure production ramp-up in the second half of the year [34] Question: What is the current status of government and commercial bookings? - The company reported a stronger mix of defense bookings in the first half of the year, with expectations for continued alignment with bid and proposal activities [53][54]

The last "big swing" Tesla took was mass production of Model 3, and that brought a massive turning point to the world of transportation.Now Tesla is taking the next big swing with: Autonomy, Robotaxis, Optimus, AI, Semi...@larsmoravy https://t.co/fiJweHL5bv ...

Market Dynamics & Competition - Uber CEO 认为在万亿美元级别的市场中，不存在赢家通吃的情况 [1] - 自动驾驶领域的竞争，无论是 Tesla、Waymo 还是其他公司，都将意味着更安全的道路 [1] - Uber 计划在自动驾驶领域扮演重要角色 [1] Partnerships & Opportunities - Tesla 的 Robotaxi 既可能是 Uber 的竞争对手，也可能是合作伙伴 [1] - Tesla 在自动驾驶方面谨慎的态度有利于安全 [1]

Financial Data and Key Metrics Changes - In Q2, the company produced 5,979 vehicles and delivered 10,661 vehicles, generating $927 million in automotive revenue [14] - Consolidated revenue for the quarter was $1.3 billion, with gross profit losses of $206 million, including $185 million in depreciation and $37 million in stock-based compensation [16] - Adjusted EBITDA losses for the quarter were $667 million, with an increase in overall operating expenses compared to Q1 due to ongoing investments in key technologies and sales infrastructure [16][18] Business Line Data and Key Metrics Changes - Automotive gross profit losses were $335 million, negatively impacted by lower production volumes and approximately $137 million of fixed costs included in cost of revenues [15] - The Software and Services segment reported $376 million in revenue and $129 million in gross profit, with significant contributions from a joint venture with Volkswagen Group [15] Market Data and Key Metrics Changes - The company expects total regulatory credit sales for 2025 to be approximately $160 million, down from a prior outlook of $300 million due to changes in regulatory credit programs [18] - Increased tariffs are expected to have a net impact of a couple thousand dollars per unit for the remainder of 2025 [18] Company Strategy and Development Direction - The company is focused on developing world-class technology and efficiently scaling manufacturing capacity in the U.S. in light of evolving policy changes [7] - R2 is a core focus, with the company aiming to deliver millions of vehicles per year, supported by a new 1.1 million square foot facility in Houma, Illinois [9][10] - The company is also investing heavily in its autonomy platform, believing that advanced levels of autonomy will be essential for future vehicle success [10][11] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the complex and rapidly evolving policy environment affecting the business, including changes to EV tax credits and tariffs [7] - Despite recent headwinds, management remains confident in achieving positive EBITDA by 2027, driven by R2 production and strong software and services performance [28][66] Other Important Information - The company received a $1 billion equity investment from Volkswagen Group at a 33% premium to the trading day volume weighted average stock price [16] - The company plans to shut down its normal facility for approximately three weeks starting in September to prepare for the planned launch of R2 in 2026 [17] Q&A Session Summary Question: Transition from R1 to R2 and cost reduction - Management confirmed that the bill of material cost for R2 is about half that of R1, supported by negotiated contracts with suppliers [24][27] Question: Path to EBITDA breakeven in 2027 - Management is working on cost efficiency initiatives and believes that R2's cost structure will support achieving positive EBITDA by 2027 despite recent headwinds [28][66] Question: Impact of Department of Energy loan - The company intends to draw on the $6.6 billion loan from the Department of Energy for the Georgia facility once construction begins [39] Question: COGS per vehicle increase - The increase in COGS per vehicle was primarily due to lower production volume and higher warranty costs, with expectations for improved cost structure with R2 [48][50] Question: ASP trends and pricing strategy - Management believes that R2 will maintain a healthy positive gross margin and is closely monitoring market conditions to adjust pricing strategies as needed [67]