馬斯克在撒謊嗎？ 關於那個 可能改變 人類社會 的Optimus 機器人！ 股東們這次 問得太專業了 Optimus 你到底是不是 個昂貴的玩具？ 在發佈會上跳舞 做瑜伽 當然很酷 但別忘了 它真正的 戰場是工廠！ 要在那裡 24 小時 不間斷地 穩定地擰螺絲 那需要的 穩定性和可靠性 簡直是 地獄級難度！ 問題的 核心是什麼？ 是那個讓機器人 能像人一 樣靈活抓取 操作的工程硬體 還有背後 如何從海量的 數據中訓練出 一個能通用 行動的模型 讓它不只 會單一任務 這每一個環節 都是一場燒錢 又燒腦的戰爭 我們都知道 Optimus 的潛力 比一萬輛 特斯拉汽車 加起來還要大 它打開的是一個 萬億級別的 勞動力市場 但如果特斯拉 拿不出一個清晰 具體的路線圖 來解決這些 實打實的工程挑戰 那即便這張 「未來藍圖」再宏偉 也只會是 空中樓閣 你相信馬斯克 能在 2026 年 實現量產嗎？. ...

AI Development & Strategy - Tesla's AI aims to "understand everything" by learning from the real world through its vehicle's sensors [1] - The ultimate goal is to transfer the AI brain, trained on real-world driving data, to the Optimus robot [1] - This creates an AI flywheel where cars learn and robots execute [1] Technological Advancement - Tesla is incorporating a high-performance chip to enhance AI capabilities, significantly improving performance [1] - The enhanced AI is not just for basic driving functions but for more complex tasks [1]

Business Strategy - Tesla's future growth is heavily reliant on the Optimus robot, not just electric vehicles [1] - Tesla plans to lease Optimus robots instead of selling them [1] - Each Optimus robot is projected to generate $100 thousand in annual value [1] Financial Projections - The manufacturing cost of each Optimus robot is estimated to be $20 thousand [1] - Tesla's future cash flow may become independent of its automobile sales [1] - The market anticipates Tesla reaching a $10 trillion valuation [1]

Executive Compensation & Corporate Strategy - Tesla's board presented Elon Musk with a performance-based compensation plan potentially worth $1 trillion [1] - The agreement requires Musk to increase Tesla's market capitalization to $85 trillion, equivalent to the combined market cap of Apple and Nvidia [1] - Musk must also deliver 1 million Optimus robots and 1 million Robotaxis to receive any compensation [1] Performance Targets & Risk Assessment - Failure to meet either the market capitalization target or the delivery of robots and Robotaxis results in zero compensation for Musk [1] - The plan is characterized as a high-stakes gamble on the future of commercial history [1]

Tesla's AI Integration and Future Vision - Tesla is transitioning from a car manufacturer to a company that integrates AI into the physical world, viewing its vehicles as mobile data sensors for AI development [1] - The company's ultimate goal is "Sustainable Abundance," aiming to overcome resource scarcity through technological innovation, particularly AI and automation [1] - Tesla envisions a future where AI-powered autonomous vehicles and Optimus robots reduce transportation and labor costs, potentially revolutionizing the global economic structure [1] Battery Technology Advancements - Tesla's new nickel-based battery technology aims to increase the daily charging limit to 90% without significantly impacting battery life, bridging the gap between NCA/NCMA and LFP batteries [1][2] - The company is improving battery technology to narrow the lifespan gap between nickel-based batteries and LFP batteries by 50%, aiming to combine performance and durability [1][2] FSD and Vehicle Enhancements - The adoption rate of Tesla's Full Self-Driving (FSD) feature is increasing, with flagship models Model S and X reaching 50-60% selection rate, indicating growing confidence in its capabilities [2] - Tesla's second-generation Super Manifold cooling system, upgraded from forged aluminum to cast aluminum, enhances heat conductivity, improving real-world range by more efficient temperature management [2]