Autonomy

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Bardin: $2 or $3 delivery, no human involvement at all, that’s the goal
CNBC Television· 2025-09-26 12:41
No, this is an interesting development here because I think to myself, this is a gamecher. I can totally see it happening, but there have to be some hurdles with regard to a massive roll out of drones all over the sky dropping my McDonald's and pizza deliveries. Yes, it's definitely a tremendous amount of hurdles and it's been a kind of 10y year or eight-year process of going through regulations, working with the FAA, working on safety, working on on collision avoidance, all these different components that ...
X @Herbert Ong
Herbert Ong· 2025-09-24 14:58
🚨 Lucid just unveiled its Robotaxi Engineering Fleet“Lucid has delivered the first @Uber-exclusive robotaxi engineering vehicle to @nuro for integration with the Nuro Driver”A big step into autonomy as competition with $TSLA and others heats up!https://t.co/HBb3OR8Phm ...
What sanctuary elephants teach us about healing | Kara Edwards | TEDxFolsom
TEDx Talks· 2025-09-23 15:27
There are moments in our lives when a reality that we hadn't noticed before becomes impossible to ignore. Collectively, we're on the verge of one of those moments, one that has the potential to deepen our understanding of elephants and reshape our own ideas of healing. Today, I'd like you to step into this reality with me to open your heart and your mind as we go on a journey together with the elephants where their lives and their stories of healing offer subtle insights into our own deep in the sahado of M ...
3 Ways Tesla Stock Could Surprise Everyone and Soar Even Higher
Yahoo Finance· 2025-09-21 22:20
Optimus, Tesla's humanoid robot, is no longer just a stage demo. Elon Musk has repeatedly prioritized bringing Optimus into Tesla's own factories first, and management has talked about beginning production in 2025 and scaling rapidly thereafter. The near-term milestones look practical -- internal deployment and manufacturing tasks -- but the longer-term prize is a multipurpose platform that could be sold or licensed across industries if performance, reliability, and costs pencil out.There is still a long ro ...
X @The Economist
The Economist· 2025-09-19 12:40
The more people you have on your team, the less time you can spend with any one of them. If your firm is a big believer in autonomy and collaboration, that is less of a problem https://t.co/XME2p2ADdt ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-09-18 19:19
Tesla Robotaxi will change ride sharing and autonomy forever https://t.co/0NixSx0yLR ...
Tesla Stock Surged 1,350% After Musk's Last Pay Plan—New Package Could Ignite Gains, Analyst Says
Benzinga· 2025-09-18 16:32
Core Viewpoint - Tesla's stock has seen significant gains following the announcement of a new incentive plan for CEO Elon Musk, which is expected to boost investor sentiment and performance [1][2]. Group 1: Stock Performance - Tesla's stock increased by 1,350% from January 2018 to September 2025, significantly outperforming the S&P 500's 130% return during the same period [2]. - Year-to-date, Tesla shares are up 13.3% in 2025, with a month-to-date increase of 27.5%, compared to a 2.7% gain for the S&P 500 [1][8]. Group 2: Delivery Estimates - Analyst Mark Delaney has raised Tesla's delivery estimates for the third and fourth quarters of 2025, expecting 455,000 units in Q3 (up from 430,000) and 450,000 units in Q4 (up from 443,000) [3][4]. - The new estimates exceed consensus expectations of 439,000 and 441,000 for Q3 and Q4, respectively [4]. Group 3: Consumer Sentiment - Consumer survey data indicates an improvement in net purchase intent and buzz around Tesla, suggesting potential year-over-year sales growth in the U.S. for Q3 [4][5]. - The anticipated increase in sales is attributed to the recent launch of the Model Y L and the impending expiration of IRA EV purchase credits [5]. Group 4: Future Earnings Potential - While maintaining a Neutral rating, Delaney acknowledges the potential for future earnings per share (EPS) growth driven by advancements in autonomy and robotics [6][7]. - The estimated EPS for Tesla in 2030 could range from $2 to $20, depending on various outcomes in these sectors [7]. Group 5: Price Target Adjustment - Delaney has raised the price target for Tesla from $300 to $395, reflecting the positive sentiment and performance expectations [2].
AV Signs Strategic Partnership with Taiwan's National Chung-Shan Institute of Science and Technology
Businesswire· 2025-09-18 13:16
Group 1 - The core point of the article is the announcement of a Memorandum of Understanding (MOU) between AV and the National Chung-Shan Institute of Science and Technology (NCSIST) to collaborate on autonomy [1] Group 2 - The collaboration aims to enhance advancements in autonomous technologies [1] - This partnership signifies a strategic move for AV in the field of autonomy [1] - The MOU reflects the growing importance of autonomy in various sectors [1]
特斯拉:分析区域交付趋势、全球消费者调查数据以及长期每股收益情景
2025-09-18 01:46
Summary of Tesla Inc. (TSLA) Conference Call Company Overview - **Company**: Tesla Inc. (TSLA) - **Market Cap**: $1.5 trillion - **Industry**: Automotive and Energy Key Points and Arguments Vehicle Delivery Estimates - **3Q25 Delivery Estimate**: Increased to 455K from 430K, above Visible Alpha consensus of 439K [2] - **4Q25 Delivery Estimate**: Increased to 450K from 443K, above Visible Alpha consensus of 441K [2] - **2026 Delivery Estimate**: Remains at 1.865 million, aligned with Visible Alpha consensus [2] Factors Influencing Delivery Estimates - Recent launch of Model Y L contributing to better delivery momentum [2] - Improved consumer survey data indicating higher purchase intent [2] - Anticipation of IRA EV purchase credits expiring on 9/30/25 [2] Stock Performance - Tesla shares up 27% month-to-date compared to S&P 500's 2% increase [3] - Year-to-date performance: Tesla up 5% vs. S&P 500 up 12% [3] Financial Projections - **Revenue Estimates**: - 2024: $97.69 billion - 2025: $93.11 billion - 2026: $109.24 billion - 2027: $129.79 billion [4] - **EPS Estimates**: - 2025: $1.15 (up from $1.08) - 2026: $1.95 (up from $1.85) - 2027: $3.00 (up from $2.90) [4][58] CEO Incentive Plan - Proposed plan could grant CEO Elon Musk an incremental 12% stake in Tesla, valued at approximately $1 trillion, contingent on meeting market cap and operational milestones [17][44] Long-term EPS Scenarios - 2030 EPS could range from approximately $2-$3 to $20, with a middle scenario of $7-$9 [54][55] - Key drivers include automotive deliveries, software revenue, and robotics revenue [55] Energy Business Outlook - Plans to open a third Megapack facility in Texas and a new Megablock product expected to enhance Energy profits [53] - Increased assumptions for Energy segment revenue in 2026/2027 [53] Risks and Considerations - Potential risks include larger vehicle price reductions, increased competition, and operational risks associated with vertical integration [63] - Upside risks involve faster EV adoption and earlier product launches [63] Consumer Sentiment and Brand Performance - Recent improvements in Tesla's net purchase intent and brand trust scores in North America and Europe, though still below historical levels [21][23] - Strong consumer survey scores in China [21] App Download Trends - Increased app downloads in the US correlated with potential growth in deliveries, particularly as consumers rush to purchase before the end of IRA credits [25][31] Conclusion - Tesla's performance and outlook are influenced by various factors including delivery estimates, financial projections, and strategic initiatives in both automotive and energy sectors. The company is positioned for potential growth, but faces significant risks and competition in the evolving market.
Laser Photonics and Fonon Technologies' Laser Shield Anti-Drone (LSAD) System Gets Picked as Finalist in Defense Innovation Challenge
Accessnewswire· 2025-09-16 11:00
Fonon to present the LSAD at the Defense TechConnect Innovation Summit & Expo ORLANDO, FL / ACCESS Newswire / September 16, 2025 / Laser Photonics Corporation (NASDAQ:LASE) ("LPC"), $LASE, a global leader in industrial laser systems for cleaning and material processing applications, together with its defense partner Fonon Technologies ("FTI"), a provider of state-of-the-art laser technologies for material processing and defense infrastructures today announced, the Laser Shield Anti-Drone (LSAD) system was s ...