Company Focus - The content focuses on Tesla and its related technologies such as FSD (Full Self-Driving) and Dojo [1] - The content creator shares updates on Tesla's latest information and advancements in FSD and Dojo [1] Promotional Offers - JOWUA products are promoted with a 5% discount using the referral code BIGFISH95 [1] - Specific JOWUA products are highlighted, including a hidden screen storage base, car headrests, a CCS2 dual-use mobile charger, a folding electric scooter, and an air pump charging set [1] Content Creation - The channel provides daily updates of approximately 9 minutes of electric vehicle videos [1] - The channel aims to provide in-depth, comprehensive, and up-to-date information on electric vehicles, with a focus on Tesla [1]

Company Focus - The content focuses on Tesla and its developments in the electric vehicle market [1] - Key areas of interest include Tesla's FSD (Full Self-Driving) and Dojo technologies [1] Promotional Offers - JOWUA products are promoted with a 5% discount using the code BIGFISH95 [1] - Specific JOWUA products highlighted include a hidden screen storage base, car headrests, a CCS2 mobile charger, a folding electric scooter, and an inflator charging kit [1] Community Engagement - The content encourages viewers to join the "大魚電動車" (Big Fish Electric Vehicle) channel for in-depth and up-to-date information on electric vehicles, particularly Tesla [1] - The channel aims to provide daily 9-minute videos covering Tesla news, FSD, and Dojo updates [1]

Stock Market & Financial Performance - Tesla's stock closed at $332.11, up 1.10% [2] - GM's Q2 2025 profits are projected to shrink by 35%, from $2.9 billion to $1.9 billion, due to 25% tariffs on imported vehicles and parts [2] - Tariffs are expected to cost GM $4 billion to $5 billion annually [2] - Stellantis reported a $2.7 billion loss in the first half of the year due to tariffs [2] Impact of Tariffs - GM faces significant losses due to tariffs on imported parts, while Tesla is less affected because its cars sold in the US are manufactured domestically [2] - Tesla still imports 20-30% of its parts, leading to increased costs [2] - Goldman Sachs reports that import car prices may increase by $5,000 to $15,000 due to tariffs [2] Tesla's Q2 2025 Earnings Call Key Investor Concerns - Robotaxi performance and expansion plans, including regulatory hurdles and consumer acceptance [2] - Technical and regulatory obstacles for unsupervised Full Self-Driving (FSD) [2] - Optimus current tasks and production timeline, aiming for thousands of robots in factories by the end of 2025 and external sales starting in 2026 [2] - Plans for cheaper Tesla models based on existing platforms to stimulate demand, especially in markets like India [2][3] - Timing of unsupervised FSD availability for customer vehicles and potential hardware upgrades for HW3 owners [2] Tesla Production and Sales - In Spain, the Model 3 RWD is available for €25,000 with government subsidies and Tesla incentives [3] - Honda and Acura EV owners can now use Tesla's Supercharger network with an adapter [3] - Lucid Motors Air models will also be able to use the Tesla Supercharger network with a dedicated adapter from July 31, achieving up to 50 kW charging speeds [3]

Challenges & Risks - BofA warns Tesla's Q2 will be challenging due to weak deliveries, IRA incentive phase-out, and tariff risks from Chinese-made batteries [1] Future Potential - Robotaxi launch in Austin boosts confidence in Tesla's FSD goal by the end of 2025 [1] - BofA notes the launch has "immaterial financial ramifications in the immediate term," but gives more confidence on unsupervised FSD by the end of 2025 [1] - BofA raises its price target for Tesla from $305 to $341, citing strong cash and long-term AI potential [1] Rating - BofA maintains a Neutral rating for Tesla [1]

Tesla's AI Development (Dojo) - Tesla's Dojo 2 supercomputer is expected to be in mass production by the end of 2025, utilizing TSMC's InFO-SoW packaging technology to enhance AI training capabilities [1] - Dojo 2's computing power reaches 9 petaflops, significantly exceeding traditional supercomputer performance, achieved through integrating 25 dies into a single silicon wafer [1] - TSMC plans to introduce SoW-X technology in 2027, potentially increasing computing power by 40 times, further advancing Tesla's FSD and potentially enabling wafer-level systems comparable to data center server racks [1] - Dojo 2's mass production allows Tesla to reduce reliance on Nvidia for AI chips, potentially saving costs and accelerating the development of Level 5 autonomous driving [1] - Analysts predict Dojo 2 could add $50 billion to Tesla's market capitalization by driving Robotaxi and software sales [1] Tesla's Market Expansion and Sales - Tesla has officially opened its first showroom in Mumbai, India, with Model Y RWD starting at $69,700 (approximately 5989000 Indian Rupees) and Long Range RWD at $79,000 (approximately 6789000 Indian Rupees), including a free Wall Connector [2] - Tesla is lobbying the Indian government to reduce import taxes from 70%-100% to around 10% to lower vehicle prices and potentially import vehicles from Giga Berlin [2] - Tesla delivered 12,300 vehicles in China during the week of July 7-13, marking the highest Q3 second-week record, indicating strong demand, especially for the new Model Y [2] - In 2024, Tesla's sales in China reached 657,102 vehicles, accounting for 3973% of its global deliveries [2] Other Automotive Industry News - Chery faces scrutiny over approximately $53 million (380 million RMB) in government subsidies for environmental vehicles, with 7,663 vehicles out of 21,725 total vehicles being disqualified due to missing sales records or failure to meet mileage requirements between 2015 and 2020 [2]

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. ...

Robotaxi Development - Tesla is expanding its Robotaxi service, currently testing in Austin, Texas, using Model Y vehicles equipped with potential LiDAR technology for mapping and calibration [2] - The company uses LiDAR to establish ground truth data for calibrating its vision system's depth perception and distance measurement, ensuring FSD system performance in specific areas [2] - Austin is considered Tesla's "ground-zero" location for Robotaxi development, allowing for concentrated calibration efforts before expanding service areas [2] Impact of the "大而美" (Great and Beautiful) Act on Battery Manufacturing - The "大而美" Act's 45X credit offers \$35 per kWh tax credit for battery cell production and \$10 per kWh for battery modules, contingent on US manufacturing and increasing domestic content requirements [2] - Tesla is building a new LFP battery factory in Nevada, expected to be completed by the end of 2025, to produce US-made LFP batteries and qualify for the 45X credit [2] - The 48E investment tax credit for energy storage systems like Megapack requires 55% domestic content by 2026, increasing to 75% by 2030, which Tesla is positioned to meet due to its US-based manufacturing of key components [2] - The company faces challenges in meeting the increasing domestic content requirements, potentially missing out on tax benefits if it continues to rely on Chinese CATL batteries or equipment [2][3] Sales and Market Performance - Tesla's UK sales rebounded in June 2025, growing by 12% with 7,891 vehicles delivered, driven by the new Model Y [3] - In Norway, Tesla sold 5,646 electric vehicles in June, a 53.8% increase year-over-year, with Model Y accounting for 88.6% of Tesla's total sales and 27.2% of all new car registrations in Norway [3] - Tesla sold over 4,500 electric vehicles in Australia in June, marking its highest record since 2025, boosted by new Model Y deliveries and incentives on Model 3 inventory [3]

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]