40 萬美金 買一輛卡車？ 馬斯克這是瘋了 還是在搶錢？ 全網都在噴 這價格能買 兩輛柴油卡車了 誰買誰是傻子！ 但在你開噴之前 先聽我算這筆帳 你會發現 這不是一輛卡車 這是一台 合法的印鈔機 沒錯 入手價是貴了一倍 但物流老闆 看的是全生命 週期成本 跑一百萬英里 光是電費對比油費 Tesla Semi 就能幫你省下 整整 20 萬美金！ 再加上不需要 換機油 修變速箱 維護費 再省一筆 跑個幾年 這輛車就 等於是白送的！ 但这还不是 最可怕的 想像一下 當 FSD 正式落地 這輛車不再 需要司機 每年省下 10 萬美金的 人力成本 24 小時 不眠不休地跑貨 到那時候 誰還在乎 車價是 30 萬 還是 40 萬？ 這是一場 對舊時代 霸主的降維打擊 看不懂的人 嫌它貴 看懂的人 已經在 排隊送錢了 你是哪一種？. ...

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 ...

Tesla Semi in Veterans Day Parade.Made in 🇺🇸 https://t.co/D8cXfOtCESTesla Semi (@tesla_semi):Tesla Semi participates in Reno Veterans Day parade https://t.co/Adh6lfGnLr ...

Summary of Tesla, Inc. Conference Call Company Overview - **Company**: Tesla, Inc. - **Industry**: Automobile Manufacturers - **Mission**: To accelerate the world's transition to sustainable energy [12][13] Key Points from the Conference Call Shareholder Proposals - The shareholder proposal for the 2025 CEO Performance Award for Elon Musk passed with approximately 75% approval, allowing for potential awards of ~$1 trillion based on market capitalization and operational milestones [2][3] - The proposal to invest in xAI received more yes votes than no votes but had a significant number of abstentions; it is an advisory vote and not binding [3] Financial Highlights - **Revenue Projections**: - 2022: $81.462 billion - 2023: $96.773 billion - 2024: $97.690 billion - 2025E: $93.966 billion - 2026E: $96.390 billion - 2027E: $111.682 billion - 2028E: $133.979 billion - 2029E: $167.549 billion [5] - **EBIT and Net Earnings**: - 2025E EBIT: $6.101 billion - 2025E Net Earnings: $5.403 billion - 2025E EPS: $1.53 [5][7] - **Profitability Metrics**: - EBIT margin expected to decline from 18.7% in 2022 to 6.5% in 2025E, then recover to 11.5% by 2029E [5] - ROIC (EBIT) expected to decrease from 64.0% in 2022 to 13.4% in 2025E, with a recovery to 29.6% by 2029E [5] Market Performance - Current stock price (as of November 6, 2025): $445.91 - 12-month price target: $247.00, indicating a "Sell" rating [6][27] - Market capitalization: $1.572 trillion [6] Production and Technology Developments - Tesla is ramping up production for Optimus, aiming for a 1 million unit production line in Fremont and a 10 million unit line in Austin, with a long-term goal of reaching 1 billion units annually [9] - Full Self-Driving (FSD) version 14 is expected to allow users to text and drive, with anticipated approval in China by February or March 2026 [9] - Cybercab production is set to start in April 2026, with a new manufacturing process aimed at achieving a 5-second cycle time [9] Risks and Challenges - Key risks include a slowdown in global economic growth, regulatory risks, and challenges in electric vehicle adoption and production capacity [13] - Upside risks involve stronger-than-expected demand for electric vehicles and Tesla's products, as well as advancements in AI and robo-taxi initiatives [13] Analyst Insights - The industry structure is rated as stable (3 out of 5), with no significant changes expected in the regulatory environment [15] - Upcoming catalysts include the continued rollout of robotaxi services and the start of Cybercab production [15] Additional Notes - Tesla's AI5 chip is expected to provide a 10x raw compute increase and 50x total improvement over the previous generation, with production planned in Taiwan and Texas [10] - The construction of a third Megafactory in Houston is underway, expected to start production in late 2026 [10] This summary encapsulates the essential insights and data from the conference call, highlighting Tesla's strategic direction, financial outlook, and operational developments.

Summary of Tesla Inc. (TSLA) Shareholder Meeting Key Takeaways Company Overview - **Company**: Tesla Inc. (TSLA) - **Event**: Annual shareholder meeting held on November 6, 2025 Key Points Discussed Shareholder Votes - The 2025 CEO incentive award received preliminary approval with over 75% of votes in favor [1][4] - The proposal for investment in xAI also received more votes in favor than against, but included several abstentions [1][2] Product Roadmap 1. **Optimus**: - Production of Optimus V3 is planned to start next year, with V4 in 2027 and V5 in 2028 [2][13] - A production line for 1 million units per year is expected in Fremont, with a 10 million unit per year line planned in Texas [13] - Long-term goal is to produce up to 100 million robots annually [13] - Cost of goods sold (COGS) for Optimus could be around $20,000 at scale [13][15] 2. **Full Self-Driving (FSD)**: - Tesla aims to allow texting while using FSD within 1-2 months [2][16] - Current FSD technology has recorded 4.92 million miles driven between accidents [16] - Partial approval for FSD in China, with full approval targeted for February/March next year [16] 3. **Robotaxi**: - Plans to remove safety observers in Austin by year-end [2][16] - Expansion into markets like Las Vegas, Phoenix, Dallas, Houston, and Miami is anticipated [16] 4. **Vehicle Production**: - Tesla aims for a 50% increase in vehicle production by the end of next year, targeting an annualized production rate of 2.6-2.7 million vehicles in 2026 [16] - Production of Tesla Semi is set to begin next year in Nevada [16] 5. **Semiconductors**: - Plans to manufacture AI5 chips at four locations, with potential collaboration with Intel [16][17] - Demand for chips is expected to be high, leading to considerations for building its own chip fabrication facility [17] Financial Milestones - The 2025 CEO incentive award is contingent on achieving 12 operational and market cap milestones, including: - Market cap milestones ranging from $2 trillion to $8.5 trillion [5][8] - Operational milestones such as cumulative vehicle deliveries and active FSD subscriptions [5][8] Market Performance - Historical performance from January 2018 to September 2025 shows Tesla shares increased by approximately 1,350%, compared to the S&P 500's 130% increase [10] Risks and Outlook - **Downside Risks**: Potential vehicle price reductions, increased competition, tariff impacts, and operational risks associated with vertical integration [19] - **Upside Risks**: Faster EV adoption, earlier product launches, and a stronger macroeconomic environment [19] - **Rating**: Neutral rating with a 12-month price target of $400, indicating a downside potential of 10.3% from the current price of $445.91 [20][18] Conclusion - The shareholder meeting highlighted Tesla's ambitious plans for product development and production scaling, alongside significant financial milestones tied to executive compensation. The company faces both risks and opportunities in the evolving EV market.

Core Points - Tesla has updated the design of its upcoming all-electric truck, the Tesla Semi, featuring a redesigned chassis and new headlights [1][3] - During the shareholder meeting, Elon Musk reiterated that the Tesla Semi, first announced in 2017, is set to enter mass production next year [3] - The updated Tesla Semi boasts improved efficiency, greater payload capacity, and is now designed specifically for autonomous driving [3] - New images of the updated Tesla Semi reveal a significantly reduced size of the wraparound windshield, along with a redesigned front bumper and a more rounded roof angle [3] - Dan Priestley, the project lead for the Semi, stated that the upcoming model will incorporate numerous improvements based on the experiences from the trial fleet and the innovative efforts of the Tesla team [3]

Core Insights - Tesla Inc. held its annual shareholder meeting where CEO Elon Musk's trillion-dollar pay package was approved [1] Group 1: Product Updates - The Tesla Roadster is set to be revealed in 2026, with production expected to start 12-18 months after the unveiling [2] - There are reports suggesting the Roadster may feature a 2-seater design and potential hovering capabilities [3] - Tesla is expanding its Robotaxi service to Dallas, Miami, Phoenix, and Las Vegas, with regulatory approval for Full Self-Driving technology anticipated in Europe by 2026 [4] - Production of the Cybercab is scheduled to begin in 2026, with job openings recently posted for its production at the Gigafactory in Texas [5] - The Tesla Semi will also start production in 2026, featuring a new design, increased payload capacity, and a range of 500 miles [6] Group 2: Performance Metrics - Tesla scores well on Momentum and Quality metrics, with satisfactory Growth but poor Value [7] - The company has a favorable price trend in the Short, Medium, and Long term [7]

Core Points - Tesla's shareholder meeting approved a compensation plan for Elon Musk, supported by over 75% of shareholders, which includes a stock incentive plan valued at $1 trillion contingent on achieving specific performance targets [3] - The company achieved significant milestones in its automotive and energy sectors, with Model Y being the best-selling vehicle globally for two consecutive years and a doubling of energy deployment to 31 GWh in 2024 [4] - The board of directors, including Ira Ehrenpreis and Kathleen Wilson-Thompson, was re-elected, although some shareholders raised concerns about their ties to Musk [3][4] Business Performance and Annual Achievements - Automotive business: Model Y maintained its position as the global sales leader, with a new version set to launch in early 2025. The safety performance of the global fleet improved significantly, with one accident occurring every 6.8 million miles, ten times safer than the U.S. average [4] - Energy business: Deployment reached 31 GWh in 2024, doubling from 2023, supported by AI-driven services like virtual power plants [4] - Sustainability: Tesla helped consumers reduce nearly 32 million tons of greenhouse gas emissions, a 70% increase year-over-year, and advanced a closed-loop economy across its supply chain [4] Company Governance and Shareholder Proposal Voting Results - Company proposals included the election of three Class III directors for a three-year term, approval of executive compensation, and the reappointment of PricewaterhouseCoopers as the independent auditor for 2025 [5][6][7] - Shareholder proposals included a request for sustainability metrics to be tied to executive compensation, which was opposed by the board and did not pass [11] Future Product and Technology Strategy - Tesla's core strategy focuses on "AI and robotics for sustainable prosperity," with key areas including the production of the Optimus humanoid robot, set to begin mass production in 2026 [12] - Full Self-Driving (FSD) updates are planned, with significant advancements expected in the next few months, and the CyberCab, a fully autonomous vehicle, is set to begin production in April 2026 [14] - AI chips are being developed to optimize Tesla's AI software stack, with the AI5 chip expected to be produced by TSMC and Samsung in 2026 [15] Investor Q&A and Business Outlook - Production targets include an annual capacity of 2.6-2.7 million vehicles by the end of 2026, with cash reserves exceeding $40 billion [19] - Tesla plans to expand its insurance business and utilize data from FSD to adjust pricing dynamically [19] - Long-term visions include using the global Tesla fleet as distributed AI nodes and exploring space solar energy generation [21]

Core Insights - Tesla is at a critical inflection point, having achieved significant milestones in both automotive and energy sectors, with the Model Y being the best-selling vehicle worldwide in 2024 and energy deployment reaching 31 gigawatt hours, more than double that of 2023 [2][3] - The company emphasizes its commitment to sustainability, reporting that its products helped avoid nearly 32 million metric tons of greenhouse gas emissions in 2024, a 70% increase year over year [2][3] - Safety remains a top priority, with Tesla's vehicles achieving a crash rate that is ten times better than the average US driver, and improvements in autopilot technology expected to enhance safety further [3][4] Business Performance - The Model Y continues to dominate global sales, reinforcing Tesla's leadership in the automotive industry [2] - The energy business is expanding rapidly, with a deployment of 31 gigawatt hours in 2024, indicating strong growth potential [2] - Tesla's installed base serves as a foundation for future value creation through services like RoboTaxi and virtual power plants [2] Sustainability Efforts - Tesla's products have significantly reduced greenhouse gas emissions, showcasing the company's commitment to environmental sustainability [2] - The company is focused on improving safety standards and reducing resource impact throughout the product lifecycle, from raw material extraction to end-of-life [3][4] Shareholder Engagement - The annual shareholder meeting included discussions on various proposals, with the board encouraging shareholder participation and feedback [5][6] - Several shareholder proposals were presented, including those related to sustainability metrics in executive compensation and governance reforms [7][8][9] Future Outlook - Elon Musk highlighted the potential of the Optimus robot, suggesting it could revolutionize industries and significantly impact the global economy [20][21][22] - The company plans to ramp up production of the CyberCab, designed for autonomous operation, with ambitious production targets [27][29] - Tesla aims to enhance its AI capabilities with the development of specialized chips, which are expected to improve performance and efficiency [30][31]

I'm I'm going to say a bunch of things that probably I shouldn't say, you know, but and number six, the 2025 CEO performance plan to Elon Musk. The sixth and finally on the 2025 CEO performance award to our founder and CEO Elon Musk with over 75% voting in favor. Approved.Uh first of all, I'd like to just give a heartfelt thanks to uh everyone who supported the the shareholder votes. Uh I super appreciate it. I'm Those bots are just dancing.They're no wires. Those are actual robots. I think it's going to be ...