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 ...