22.99 万元起，新一代小米 SU7 官宣 一盒内存条价值堪比上海一套房，DDR5 现货大涨 307% ♂️ 前苹果 iPhone Air 设计师加盟 AI 初创公司 Hark ❌ 字节跳动否认造车传闻 马斯克：安全不是 Roadster 的首要目标 曝 realme 将回归 OPPO 1 亿玩家贡献 16 亿美元，Steam 迎史上最赚钱月份 Google 与 XREAL 深化 XR 战略 罗技 Logi Options+ 全球宕机：Mac 用户鼠标集体「掉驱动」 联想 CEO：未来 3-4 年内联想与英伟达业务合作规模将翻四番 直播电商新规发布：数字人主播需标识提示 黄仁勋：今年将出现「人类级别」机器人，物理 AI 时刻即将到来 ChatGPT「AI 健康管家」来了 22.99 万元起，新一代小米 SU7 官宣 雷鸟创新发布全球首款 eSIM AR 眼镜 宜家中国宣布关闭 7 家门店 两部门新规发布：明令禁止大数据「杀熟」、禁止强制「仅退款」等行为 小米开篇即强调「安全是基础和前提」。据介绍，新车采用 2200MPa 超强钢构建「内嵌式防滚架」，全系标配 9 个气囊，并新增后排侧气囊。针对纯电 车型底部 ...

随着2025年步入尾声，回顾马斯克对本年度的一系列宏大承诺，从自动驾驶技术的普及到人工智能的突 破，再到政府支出的削减，市场发现其履约记录呈现全面缺失的状态。这位科技巨头曾向投资者和公众 许下的多个关键时间表，在年底均未转化为现实。 在公共财政领域，马斯克作为新成立的准政府机构DOGE的领导者，其表现同样未达预期。在特朗普再 次当选后，马斯克承诺将通过DOGE削减2万亿美元的"浪费、欺诈和滥用"资金。然而，随着时间推 移，这一目标先是被修正为1万亿美元，随后又降至数千亿美元。 根据市场分析，DOGE并未实现实质性的储蓄。数据显示，2025日历年的前11个月，联邦政府支出总额 达到7.6万亿美元，与2024年同期相比，支出实际上增加了约2480亿美元。分析指出，DOGE声称取消 的许多政府合同实际上仍然有效，其发布的数据也多次被指不准确。 xAI通用人工智能与Roadster演示跳票 在对资本市场影响最为显著的特斯拉业务上，马斯克曾明确向投资者表示，到2025年底特斯拉的 Robotaxi（自动驾驶出租车）将覆盖美国半数人口，且不再需要人类安全驾驶员。然而，目前的实际运 营情况与上述指引严重背离，该服务仅局限于 ...

Product Development - The company anticipates the development of a flying Roadster [1]

Elon Musk brought all the past 30 years2025: Grok 42025: Grok 32025: Grokipedia2024: Cybercab2024: Robovan2024: Grok 22024: DOGE2023: Grok 12023: xAI2022: 𝕏2021: Dojo2020: Model S Plaid2021: Optimus2019: Megapack2019: Model Y2015: Starlink2019: Cybertruck2018: Starship2017: Falcon Heavy2017: Roadster 2.02017: Tesla Semi2016: Boring Company2016: Model 32016: Neuralink2016: SolarCity2015: OpenAI2015: Powerwall2012: Model X2014: Tesla Autopilot2009: Model S2012: Falcon 92012: Supercharger2010: Dragon2008: Falc ...

Elon Musk on Roadster"The product unveiled will be very different from what was shown previously. That demo event will be April 1st of next year. I could say, I was just kidding. But, we are actually tentatively aiming for April 1st."https://t.co/xRLgYrhw44 ...

“The Roadster will be amazing car that looks at the limits of physics.” — Franz, Tesla's Chief Designerhttps://t.co/iKyGMoY2yA ...

Core Viewpoint - The article discusses the recent Tesla shareholder meeting where Elon Musk's compensation plan was approved, highlighting various ambitious plans for Tesla's future, including advancements in Full Self-Driving (FSD), the introduction of CyberCab, the development of the Optimus robot, and the strategic decision to manufacture chips in-house [2][4]. Compensation Plan - Musk's compensation plan, initiated in 2018, allows him to unlock 1% of shares for each of the 12 milestones achieved, totaling a potential 12% increase in his holdings, bringing his total to approximately 25% of Tesla [6]. - The plan is based on the expectation of increasing Tesla's market value from $1.4 trillion to $8.5 trillion over the next decade, implying a sixfold increase in stock price [6]. - Despite a 75% approval rate, 25% of votes opposed the plan, reflecting polarized opinions on Musk's leadership and the potential for investment opportunities arising from this division [9]. New Strategic Directions - Musk's "new book" strategy focuses on sustainable abundance through AI, with key initiatives including FSD, CyberCab, Optimus, and in-house chip manufacturing [10]. - The FSD program is reaching a critical point where it aims to transition from supervised to fully autonomous driving, with a target for full approval in China by early 2024 [14][16]. CyberCab Development - The CyberCab, designed without a steering wheel or pedals, aims for a revolutionary manufacturing process that allows for a vehicle to be produced in under 10 seconds [18]. - Upgrades to manufacturing systems are expected to increase production capacity by 50% within the same factory space, with a target annual production of 2.7 million vehicles by the end of 2026 [20]. Optimus Robot - The Optimus robot is being developed with a focus on advanced dexterity and AI capabilities, with a production target set for 2026 [22][27]. - The robot's design incorporates a unique biomechanical approach to movement, aiming for mass production efficiency [24]. Chip Manufacturing Strategy - Tesla plans to develop its own AI chips to overcome supply chain constraints, targeting performance levels comparable to leading competitors but with significantly lower costs and power consumption [28]. - The decision to manufacture chips in-house is driven by the anticipated future demand and the need for self-sufficiency in production capabilities [28]. Roadster Launch - The highly anticipated Roadster is set to be unveiled on April 1, 2024, with promises of groundbreaking technology [30]. Energy Storage and Supply Chain - Tesla is focusing on enhancing energy storage capabilities to double the usable electricity without the need for new power plants, presenting a significant market opportunity [31]. - The company is also investing in securing its supply chain by building one of the largest lithium refining plants outside the U.S. and establishing its own cathode production lines [32]. 2026 as a Pivotal Year - The year 2026 is projected to be a critical turning point for Tesla, with multiple product launches and production milestones expected to be achieved [33].

Core Insights - Tesla CEO Elon Musk acknowledged the challenges in achieving the ambitious market capitalization and operational goals tied to his $1 trillion compensation package, describing them as a "tall order" [1][2] - Musk emphasized the potential for public investment in Tesla stock, indicating that while there may be challenges, he believes the goals can be accomplished with significant effort [2][3] Targets for Compensation - To unlock the full $1 trillion compensation, Musk must achieve several specific targets, including delivering 20 million vehicles, operating 1 million Robotaxis, selling 1 million Optimus humanoid robots, securing 10 million active Full Self-Driving (FSD) subscriptions, generating $400 billion in EBITDA, and reaching a market capitalization of $8.5 trillion [3][4] Shareholder Support and Reactions - Tesla shareholders approved Musk's compensation package with over 75% support during a meeting on November 6, reflecting confidence in his leadership and the ambitious goals set forth [3][5] - The approval has elicited mixed reactions, with some viewing it as a sign of oligarchy while others see it as a strong endorsement of Musk's vision for Tesla [5] Future Plans - Musk announced plans to unveil the Roadster in 2026 and expand the robotaxi program, indicating Tesla's commitment to innovation and growth, which may enhance its attractiveness to investors [4]

Elon Musk on Roadster"I feel confident saying it'll be the most exciting product unveil ever. I think it will be inspiring to a lot of people. And just it's, it's it's like the coolest car if it even is a car, that has ever existed. That will probably be the coolest car if it even is a car." ...

Core Points - Elon Musk's unprecedented $1 trillion compensation package was approved with a 75% support rate from shareholders, marking the highest CEO compensation in history [3][10][12] - The compensation will be granted in restricted stock over 12 tranches, contingent on achieving specific market capitalization and operational targets, including an increase in market cap to $8.5 trillion [5][7] - If all performance targets are met, Musk's stake in Tesla could rise from 13% to approximately 25%, potentially increasing his wealth by $1 trillion [7][10] Group 1: Compensation Plan Details - The compensation plan requires Tesla's market cap to increase by 8 times to $8.5 trillion, surpassing Nvidia, the current market leader [5] - The plan has faced criticism for its astronomical figures and potential dilution of existing shareholders' equity, with concerns about Musk's increasing control over the company [10][11] - Despite opposition, Musk secured majority support from shareholders, particularly small investors, who believe Tesla cannot afford to lose him [12][14] Group 2: Future Plans and Vision - Musk outlined ambitious goals for Tesla, including increasing annual vehicle production to 2.6-2.7 million by the end of 2026 and 5 million by the end of 2028 [17] - The Full Self-Driving (FSD) technology is expected to receive regulatory approval in China by early next year, with significant advancements anticipated in the upcoming V14.3 version [19][21] - Tesla's energy division is projected to grow, with plans for a massive battery storage system and investments in lithium refining to secure supply chains [23] Group 3: Robotics and AI Development - Musk emphasized the importance of the humanoid robot Optimus, predicting hundreds of billions of units could be produced, significantly enhancing global productivity [23][25] - The production of the next-generation Roadster is set for April 2026, with a launch expected 12-18 months later [21] - Tesla is developing its own AI chips to meet the increasing demand for robotics and autonomous vehicles, with plans for a massive chip factory to ensure supply [27][29] Group 4: Strategic Control and Long-term Goals - Musk's desire for a 25% voting control is driven by a need for absolute control over Tesla to pursue long-term goals without board interference [30][31] - He envisions Tesla as more than a car manufacturer, positioning it as a leader in AI and robotics, which requires substantial investment and long-term planning [31][33] - Musk predicts a future where AI will replace many jobs, leading to a societal shift towards higher income and reduced necessity for traditional work [33][35]