Autonomous Driving Focus - Deepwater's Munster 认为 Tesla 的未来在于 Autonomy 自动驾驶技术 [1] - FSD (Full Self-Driving) 完全自动驾驶和 Robotaxis 无人出租车对 Tesla (TSLA) 的长期发展至关重要 [1] Market Perspective - 忽略 Elon Musk 的政治新闻，关注 Tesla 的核心业务 [1]

Tesla & Elon Musk - Deep Water Asset Management suggests there's an 80% chance the feud between Trump and Elon Musk will blow over, as both parties have much to lose [1] - The industry believes Tesla's progress in autonomy is more critical than the feud between Elon Musk and the president [2] - The industry expresses concern that Elon Musk is jeopardizing Tesla and SpaceX by antagonizing the president [4] - The industry notes that Tesla shareholders want Elon Musk to focus on his companies and stay out of politics [5] - The industry suggests Elon Musk's involvement in politics could potentially cause more damage to Tesla [6] - The industry emphasizes that autonomy is where Tesla's future growth will come from [7] - The industry views Tesla as one of the leading companies in autonomy, which is considered an important example of physical AI for the US [9] Autonomy & AI - The industry highlights that Tesla's brand will improve if Elon Musk steps back from political issues and focuses on autonomy [8] - The industry believes the US government doesn't want to hinder the development of autonomous vehicles [10] - The industry reports Apple is looking to a third party for AI related to Siri [11] - The industry interprets Apple's move to outsource AI as a positive change, allowing them to focus on product development [12] - The industry suggests that the value in AI will accrue to those who build products on top of AI models, rather than the model builders themselves [13]

Market Trends & Investment Opportunities - Industry suggests purchasing electric vehicles (EVs) upgradable to autonomy is financially sound [1] - Internal combustion engine (ICE) vehicles are predicted to have decreasing long-term resale value [1] - Comparing ICE vehicles to "riding a horse using a flip phone" implies rapid technological obsolescence [1]

Industry Focus - Autonomous Transportation - Tesla Robotaxi is launching tomorrow, impacting the future of autonomy [1] - The Cybercab will change the future of transportation [1] Key Players - @teardowntitan and @live_munro are analyzing Tesla's impact on autonomy [1] - @teslaownersSV is reporting on the Tesla Robotaxi launch [1]

Market Trend & Future Expectation - Industry suggests that purchasing non-upgradable electric vehicles is financially unsound [1] - Resale value of non-autonomous vehicles is expected to decrease over time [1] - Industry compares using non-autonomous vehicles to outdated technology [1]

The Tesla Cybercab will redefine the future of autonomy and transportation.https://t.co/EpIDq0AxjY ...

“At a very high level, I'd say that autonomy is an insanely fundamental breakthrough. And no one is even close to Tesla for solving generalized autonomy or generalized self-driving vehicles. No one's even close.”Elon Musk https://t.co/2likK7HN5Y ...