Stock Market & Investment - Tesla's stock closed at $313.51, up 1.17% [2] - ARK Invest bought 45,761 shares of Tesla for its ARKK fund, valued at approximately $14 million, making up 9.26% of the fund [2] - ARK also purchased 13,944 shares of Tesla for its ARKW fund, valued at around $4 million, representing 6.4% of the fund [2] Electric Vehicle Market & Sales - Electric vehicles account for 96.9% of new car sales in Norway [2] - Tesla's Model Y holds 27.2% market share in Norway [2] - Tesla's June sales in Norway increased by 54% year-over-year [2] - Model Y registrations in Norway increased by 115.3% year-over-year, reaching 5,004 vehicles [2] - Model Y accounted for 5,004 out of 18,376 new cars sold in Norway in June [2] - Tesla's new car sales in Europe have declined for the fifth consecutive month, despite strong performance in Norway, Spain, and Portugal [2] Full Self-Driving (FSD) & Safety - Australia's transportation authorities are delaying the rollout of Tesla's FSD (Supervised) system [3] - Tesla's data indicates that vehicles using Autopilot, including FSD, have a lower collision rate than the US average [3] - Tesla vehicles have a fire incident rate of 1/135 million miles, compared to the US average of 1/17 million miles [3] - Road deaths in Australia have reached 1,336 in the past 12 months, a 5.2% increase from the previous year [3] Tesla Semi & Charging Infrastructure - PepsiCo is building a Tesla Semi charging station in Charlotte, North Carolina, with 18 high-power charging stalls [3] - Each charging stall will provide up to 1 megawatt of charging power, capable of charging a Semi to 70% in 30 minutes [3] - The charging station will include an 8.19 megawatt-hour energy storage system composed of Tesla Megapacks [3] - Tesla plans to invest $100 million to build nine Tesla Semi charging stations in the southwestern US [3] Energy Storage & Virtual Power Plant (VPP) - Tesla has connected 63,122 Powerwalls in Puerto Rico to create a virtual power plant (VPP) [3] - Tesla pays $1 per kilowatt-hour (kWh) to residents who join the VPP [3] - Each Powerwall in the VPP is estimated to earn $500 to $1,200 annually [3]

RT Amy (@_SFTahoe)TECH DEBT VS TECH LEADTesla has an overwhelming tech lead; Waymo has an overwhelming tech debt. But yet, most of WS thinks Waymo and Tesla’s FSD stacks will magically “converge”.SPOILER ALERT: They won’t. All the appendages (ie unnecessary extra sensors) on Waymo dramatically increase the complexity of training neural nets.IMO, TSLA won’t rerate until WS gets tech savvy-or (more likely) when RoboTaxi is in multiple cities. WS needs to see RoboTaxi in action because they don’t “get” AI. ...

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Robotaxi蓄势扩张 2. 大而美法案对Tesla 电池制造的影响 3.特斯拉生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 Robotaxi 蓄势扩张 Tesla的Robotaxi服务 正在美国德州 Austin火热展开！ 这可不是普通的 叫车服务 而是Tesla全自动驾驶 （FSD）技术的 最新试验场 最近几天不断有网友发现 从南国会大桥到市中心 Tesla的Model Y车队 正在街头跑来跑去 车顶上还装着 神秘的设备 Tesla究竟 在搞什么名堂？ 是像Waymo一样 在绘制地图吗 还是另有打算？ 别急 咱们慢慢拆解 这场科技大戏！ Robotaxi虽然目前 仅限于南Austin的 特定区域 且只有 早期体验（ Early Access ） 群组的乘客能搭乘 从网上的视频中能看到 Tesla车辆顶部搭载了 疑似LiDAR的测绘设备 引发了网友的热议 Tesla的量产车 早已放弃LiDAR 但在验证和测试环节 他们确实在使用LiDAR 他们也曾经从Luminar 购买了价值210万 美元的LiD ...

AI & Technology - Google: Gemini is favored to win in AI, benefiting YouTube and Google Cloud; Waymo's automation potential is not fully valued; Sergey Brin's return is noted [1] - Alibaba: Impressed with their AI (Qwen), considered a top 3 AI lab in China [2] - Tencent: Owns the largest social network in China, a great business with founder-led management, also considered a top 3 AI lab in China [2] - Xiaomi: A pure play on EVs, especially with Elon Musk's focus shift; offers great inexpensive cars; behind on FSD but expected to catch up in a couple of years; founder-led [2] Healthcare & Pharmaceuticals - Eli Lilly: GLP-1 drugs may cure chronic diseases beyond fat loss; the market is too big to ignore; based in the US, which has a large chronically unhealthy population; has been consolidating for a year [2] Investment Strategy - Avoiding US tech stocks generally due to valuation, but Google is reasonably priced [1] - Investments in stocks are to force attention to interesting things [2]

Autonomous Driving Technology - Tesla's robotaxi was spotted testing in California, featuring self-driving capabilities [1] - The robotaxi lacks traditional side mirrors, indicating reliance on sensor-based technology [1] - The vehicle is associated with Tesla's Full Self-Driving (FSD) program [1] Vehicle Design & Features - The robotaxi is potentially related to the Cybertruck project [1] - The vehicle is marked with a "decal" [1] Social Media & Public Perception - The sighting was initially shared on Twitter by user @bentheevguy [1] - The information was also posted by other pages [1]

Automotive Industry & Software Development - German automotive industry, including 11 manufacturers and suppliers, collaborates to develop an open and standardized in-vehicle software platform to accelerate software updates and enhance vehicle intelligence [2] - The collaborative platform will support over-the-air (OTA) software updates, improving vehicle safety and user experience [2] - The modular software for autonomous driving platforms is planned for launch in 2026, providing flexibility and scalability for various car models [2] - The collaboration aims to address the slow software development criticized in the German automotive industry, fostering agile development like tech companies [2] Tesla & Electric Vehicle Charging Infrastructure - Tesla officially launches the first batch of V4 Supercharger stations in China, with a maximum charging power of 350 kW, and up to 500 kW with V4 Supercharger cabinet, supporting vehicle battery architectures from 400 V to 1000 V [2] - By June 2025, Tesla has over 2100 Supercharger stations in China, providing over 11600 charging piles, with V4 Superchargers initially deployed in Shanghai, Gansu, Zhejiang, and Chongqing [2] - Other companies like BYD (1 MW), Zeekr (1.2 MW), and Huawei (1.5 MW) are also developing high-power charging solutions [2] Robotaxi & Autonomous Driving Challenges - Tesla may face approximately 100000 lawsuits annually, potentially costing $25 billion if each lawsuit averages $250000, assuming 1 accident per vehicle every 10 years across a fleet of 1 million Robotaxis [2] - Full Self-Driving (FSD) technology needs to achieve a reliability of 99999% or higher to significantly reduce accident rates [2] - Tesla needs to navigate varying state regulations to obtain permits for fully autonomous driving, with Texas requiring permits for driverless cars from September 2025 [2] - Expanding charging infrastructure is a challenge for Tesla as the Robotaxi fleet grows, requiring more charging stations and potentially wireless charging technology [2]

Robotaxi Scalability Concerns - Tesla's Robotaxi faces scaling challenges beyond software and charging [1] - Legal risks, cleaning, and Full Self-Driving (FSD) improvements are crucial for success [1] Legal Risk Assessment - Potential for 100 thousand lawsuits per year if Tesla reaches 1 million cars by 2028, assuming 1 lawsuit per car every 10 years [1] - Lawsuits represent a significant bottleneck for Robotaxi expansion [1]

FSD and Data Localization in China - Tesla has completed the second phase of its Shanghai data center, meeting data export filing requirements, enabling legal access and processing of local Chinese data [2] - The Shanghai data center collects data from over 1.7 million Tesla vehicles in China, including production, sales, service, and charging data, to adapt FSD to Chinese road conditions [2] - Potential FSD launch in China is rumored for Q3 2025, pending regulatory progress [2] - BYD, Huawei-supported companies (Chery, SAIC, Zeekr) are actively integrating local data for AI training, posing competition to Tesla [2] Financial Performance Comparison: Tesla vs BYD - Tesla's cumulative free cash flow since its IPO in 2010 reached $16.1 billion, while BYD's was $13.9 billion [2] - BYD's Days Payable Outstanding (DPO) is 163 days, significantly higher than Tesla's 60-75 days [2] - Adjusting BYD's DPO to Tesla's 72 days would result in BYD needing to pay an additional $19.1 billion to suppliers, turning BYD's cumulative free cash flow to negative $5.2 billion [2] - Tesla's financial performance is $21.3 billion stronger than BYD when considering free cash flow generation [2] - Chinese regulators are requiring automakers to shorten payment terms to within 60 days, potentially impacting BYD's cash flow [2] Energy Storage and VPP in Japan - Tesla is expanding its Virtual Power Plant (VPP) business in Japan, targeting commercial clients to stabilize the electricity network [2] - Tesla is partnering with Fuyo General Lease and Global Engineering to install Powerwall batteries in businesses' offices and factories for free [2][3] - The initial plan is to install 100 units by the end of 2025, with deployments starting in June [3] Other Automakers - Lucid acquired bankrupt Nikola Corporation's assets in Arizona for $30 million, increasing its total area to nearly 4 million square feet [3] - Lucid plans to launch a mid-size SUV in 2026, priced around $50,000, targeting Tesla's Model Y and Rivian's R2 [3] - Rivian's R2, a compact electric SUV expected in 2026, features a Maximus electric motor and a zonal electronic architecture reducing wiring by 2.3% miles [3] - Rivian's R2 will use LG Energy Solution's 4695 cylindrical batteries, offering higher energy density and better thermal management, with a range exceeding 300 miles [3]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. NHTSA放宽规则 2. Tesla生产经营 方面的消息 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 先说特斯拉的股票 周五收盘是325.31% 全天上涨了6.2%美元 涨幅是1.94% 美国三大股指 纳指下跌1.4% 道指下跌1.79% 标普下跌1.13% 第一部分 NHTSA放宽规则 特斯拉Cybercab 或将加速问市！ 6月13日 美国国家公路 交通安全 管理局（NHTSA） 丢出了一颗重磅消息 他们更新了 自动驾驶车辆（AV）框架 目标是扫除阻碍 特斯拉Cybercab 等自动驾驶车 上路的障碍 什么是AV框架？ 为什么这么重要？ 简单来说 AV框架就是NHTSA 制定的一套规则 专门用来管理 自动驾驶技术的发展 确保这些高科技车辆 既安全又能顺利上路 过去美国联邦法规 要求所有新车都得有 方向盘和煞车踏板 这对像Cybercab 这种纯自动驾驶的 车辆来说 就是一个很大的障碍 按照之前的规则 要想上路就需要 先申请豁免 很可能会等上好几年！ 现在 NHTSA终于开窍了！ 他们宣布将简化 Part 555豁免程序 把原本动 ...

Cybertruck FSD is next level https://t.co/iUBdadwhqJ ...