Wait until he downloads V14Nic Cruz Patane (@niccruzpatane):Former Director of AI at Tesla Andrej Karpathy picked up his new Model X and reviews Tesla V13.2.9 with HW4:“Basically... I'm amazed - it drives really, really well, smooth, confident, noticeably better than what I'm used to on HW3 (my previous car) and eons ahead of the https://t.co/cchYjaP9B8 ...

RT Muskonomy (@muskonomy)🚨NEWS: Andrej Karpathy just reviewed Tesla FSD on his new Model X and he’s blown away.He called it “basically a flawless drive,” saying the car handled complex city scenarios perfectly and that FSD now feels “smooth, confident and far ahead of anything before.” https://t.co/lGSDwL7P4C ...

RT Dirty Tesla (@DirtyTesLa)Karpathy gives a glowing review of FSD 13 on his brand new HW4 Model XQuite a big upgrade from HW3! ...

BREAKING: FSD 14.1.7 is rolling out in my Cybertruck and Model 𝕏 https://t.co/sHgwn27KqF ...

扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【福特CEO称对特斯拉和中国电动汽车的拆解令其震惊和羞愧】福特CEO吉姆·法利在一次即将播 出的播客访谈中表示，在拆分了特斯拉及中国车企的电动汽车后，他意识到这些竞争对手的技术是如 何遥遥领先，这一"令人震惊"的发现促使他对公司进行彻底改革。法利在采访中说："当我们拆解第 一辆特斯拉Model 3并开始拆解中国汽车时，我感到非常惭愧。"他说，福特野马Mach-E所用的电线 比特斯拉多了约1.6公里。法利还说："电动汽车在中国正在爆炸式增长，如果我们想成为一家全球性 公司，我们就不能放弃电动汽车。"马斯克转发了电动汽车分析师索耶·梅瑞特分享的一篇有关法利这 次访谈的文章。（新浪财经） 2.【特斯拉FSD监督版即将登陆韩国，仅限美产HW4.0车型】11月12日，特斯拉宣布其FSD（受驾 驶员监督）功能即将在韩国落地，并发布了一段在韩国进行道路测试的演示视频。但在韩国的启用需 满足三个条件：车架号（VIN）以5或7开头、硬件版本为HW 4.0或更高、车辆支持FSD（受驾驶员监 督）功能。根据公开资料，美 ...

Core Insights - Tesla is transitioning from selling vehicles to offering short-term rentals due to a significant decline in US demand for electric vehicles [1][4][13] - The new rental program allows customers to rent Tesla models for three to seven days, starting at approximately $60 per day, and includes features like free Supercharging and Full Self-Driving (Supervised) [4][5][13] - The initiative is part of Tesla's strategy to increase driver engagement and sales amid challenges such as the expiration of federal EV tax credits and increased competition [5][14] Rental Program Details - The rental program is currently available in Southern California, with plans for expansion before the end of the year [8][10] - Customers can rent various Tesla models, including Model 3, Model Y, Model S, Model X, and Cybertruck, with no mileage limits [4][13] - Renters are restricted from taking vehicles out of the state where they are booked, but those who purchase a Tesla within a week of renting receive a $250 credit [5][11] Market Context - Tesla's US sales have decreased by 24% in the first eight months of 2025 compared to the previous year, with market share dropping to 38% from nearly 80% in previous years [14] - The expiration of the $7,500 federal EV tax credit has negatively impacted consumer demand and profit margins for Tesla [7][14] - The rental program is framed as an extended test-drive initiative aimed at converting potential buyers rather than competing with traditional rental agencies [11][13]

Core Insights - Tesla is experiencing significant executive turnover, with the departure of key project managers for its popular models, Model Y and Cybertruck, indicating potential challenges in leadership stability and project continuity [1][2] Group 1: Executive Departures - Emmanuel Lamacchia, the project manager for Model Y, announced his departure after nearly eight years with Tesla, marking another high-profile exit from the company [1] - Siddhant Awasthi, the head of the Cybertruck project, also announced his departure shortly before Lamacchia, having been with Tesla since an internship eight years ago [1] - Lamacchia's tenure included overseeing the production and international launch of Model Y, which has become Tesla's best-selling vehicle [1] Group 2: Shift in Focus and Market Impact - Tesla is shifting its focus towards autonomous driving and AI-related projects, which has contributed to the loss of several senior project managers over the past year [2] - The company achieved record delivery numbers in the third quarter, driven by a surge in purchases before the expiration of a $7,500 tax credit on September 30 [2] - Analysts predict a significant decline in Tesla's fourth-quarter delivery numbers as electric vehicle purchase subsidies diminish [2]

RT Tesla Owners Of San Joaquin Valley (@SjvTesla)As I approach 93k miles on COLOSSUS I had the pleasure of Meeting Travis @HustleMusclesAZ he just passed 100kmi on his Cybertruck taking the crown. When interviewed he had lots of information.The First Cybertruck to Hit 100K Miles And What He Has To Say Now!From the beginning, some asked if the Cybertruck was “really a truck.” One owner has answered that question definitively by driving it 100,000 miles and counting.We had a chance to interview the very first ...

Core Viewpoint - Tesla is shifting its supply chain strategy by seeking alternatives to Chinese suppliers, particularly in the battery and chip sectors, indicating a move towards diversification and reducing reliance on China [1][4][9] Group 1: Tesla's New Partnerships - Tesla has signed a significant deal with South Korea's Samsung SDI for energy storage batteries worth 30 trillion KRW, approximately 15 billion RMB, leading to an 8% surge in Samsung SDI's stock price [1] - Since 2022, CATL has been the exclusive supplier of battery cells for Tesla's Megapack, with plans to increase annual supply to over 15 GWh by early 2025 [3] Group 2: Financial Implications - Tesla's energy storage business has generated 24.3 billion RMB in revenue over the past three months, with a gross margin exceeding 31%, highlighting its importance as a revenue stream [4] - The company has placed substantial orders with LG Energy Solution worth over 30 billion RMB and with Samsung Electronics exceeding 110 billion RMB [5] Group 3: Supply Chain Dynamics - Tesla's Shanghai Gigafactory produced over 916,000 vehicles last year, accounting for more than half of its global deliveries, with over 95% of its supply chain localized [4] - Despite the new partnerships, Tesla remains heavily reliant on Chinese suppliers, as Samsung SDI's production capabilities will not be available until 2027 [4][9] Group 4: Geopolitical Factors - The U.S. has imposed tariffs on Chinese batteries, reaching up to 40.9%, which has significantly increased Tesla's costs and affected its operations in China [9] - Tesla's strategy reflects a broader trend among companies like Apple, which have also sought to diversify their supply chains away from China due to geopolitical pressures [7][8]

经观新科技 经济观察网 当地时间11月5日，挪威主权财富基金（Norges Bank Investment Management，简称NBIM） 宣布，将在特斯拉（Tesla）即将举行的年度股东大会上投票反对首席执行官埃隆·马斯克（Elon Musk） 提出的1万亿美元（约合人民币7万亿元）薪酬方案。这一决定犹如一记重拳，砸向了本已剑拔弩张的特 斯拉公司治理战场。作为全球最大主权财富基金、管理着约2万亿美元资产的NBIM，是特斯拉第六大 外部投资者，持有公司1.12%的股份，其反对立场不仅直接挑战马斯克的"天价激励"，还可能引发更多 机构投资者倒戈，导致11月7日股东投票的结果扑朔迷离。 NBIM在声明中直言不讳地指出，该薪酬方案"规模过大、稀释股东权益，且未有效缓解关键人物风 险"。基金还将反对特斯拉两位董事会成员的连任——薪酬委员会成员凯瑟琳·威尔逊-汤普森（Kathleen Wilson-Thompson）和伊拉·埃伦普雷斯（Ira Ehrenpreis），并否决公司整体股票激励计划。该基金强 调，尽管认可绩效导向的结构，但这些问题"不可忽视"，凸显了欧洲投资者在环境、社会与治理 （ESG）原则下的严格 ...