Tesla 是怎么样的公司？
特斯拉公司从事电动汽车和能源生产与存储系统的设计、开发、制造和销售。该公司通过汽车和能源生产与存储部门运营。汽车部门包括电动汽车的设计、开发、制造、销售和租赁以及汽车监管信贷的销售。能源生产与存储部门涉及固定能源存储产品和太阳能系统的设计、制造、安装、销售和租赁，以及太阳能系统激励措施的销售。该公司由 Jeffrey B. Straubel、Elon Reeve Musk、Martin Eberhard 和 Marc Tarpenning 于 2003 年 7 月 1 日创立，总部位于德克萨斯州奥斯汀。
Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. The company operates through Automotive and Energy Generation and Storage. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of stationary energy storage products and solar energy systems, and sale of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.
1）低成本汽车生产很可能在2024年底和2025年初实现。
2）将Robotaxi称为“Cyber Cab”。
3）大约有35,000个H100训练GPU已经安装，到年底将安装85,000个（！）。不再受GPU的限制。
4）最近的裁员每年将节省10亿美元。
5）与第四季度相比，4680的产量增加了18-20％。
6）Optimus能够在实验室中完成工厂任务。Optimus预计将在2024年底在自己的工厂完成任务。2024年底限量生产，Optimus很可能在2025年底开始销售。
7）Robotaxis/FSD的监管路径正在改善，各州政府正在迅速批准自动驾驶用于街道使用。
8）未来开车就像坐电梯一样，上车，按下按钮，电梯就会把你送到目的地，完全自动驾驶。
9）特斯拉将拥有一些Robotaxis，以“出租车服务”的形式运营，其中一些将由特斯拉车主拥有。
10）这款售价2.5万美元的汽车将在8/8 Robotaxi活动上进一步讨论。
11）Cybertruck每周产量增加1000辆，面临供应商库存等挑战。预计未来几个月产量将进一步增加。
12）正在与一家大型汽车制造商就FSD许可证进行谈判。
13）半挂车在提高产能方面仍面临一些困难，但随着时间的推移，情况会有所改善。半挂车仍在向百事可乐供应。
14）FSD不能在车辆之间转让。
15）埃隆大部分时间都在特斯拉度过。他近期没有离开公司的计划，并希望他上任后特斯拉能“蒸蒸日上”
16) 预计 2024 年的销售额将高于 2023 年。
17) “如果你不相信特斯拉能解决自动驾驶问题，你就不应该投资这家公司。”——埃隆
18) 埃隆回避了关于 25% 所有权的问题。他说股东有投票权。他预计特斯拉会在有他或没有他的情况下解决自动驾驶问题（！）。
19) 一旦自由现金流增加，特斯拉就会考虑回购。
20) 其他汽车制造商对 FSD 许可非常感兴趣；他们只是想确保这是 100% 正确的自动驾驶（没有激光雷达等）。
21) OEM 可能还需要 3 年时间才能推出支持 FSD 的汽车。许可协议可能很快就会达成，但汽车制造商需要制造能够使用 FSD 的产品。
22）预测几个季度后自由现金流将有显著增加。
23）其他国家/市场即将批准FSD，各国政府对此持开放态度。中国特别提到了这一点。
24）第一季度是特斯拉历史上最糟糕的季度之一。工厂火灾、红海袭击、Cybertruck销量暴跌等。团队预计未来几个季度情况会好得多。
25）特斯拉计划成为人工智能领域的真正领导者。团队认为基础设施已经到位。
26）将FSD/Autonomy与AWS进行比较。没有人会想到AWS会成为亚马逊最有价值的部分。
27）购买特斯拉变得太复杂了。希望新流程能让买家在不到一分钟的时间内购买特斯拉。
28）Elon认为，如果不亲自使用最新版本的FSD，人们就无法理解公司的发展方向。
29）IR负责人Martin Viecha即将离任。
2）将Robotaxi称为“Cyber Cab”。
3）大约有35,000个H100训练GPU已经安装，到年底将安装85,000个（！）。不再受GPU的限制。
4）最近的裁员每年将节省10亿美元。
5）与第四季度相比，4680的产量增加了18-20％。
6）Optimus能够在实验室中完成工厂任务。Optimus预计将在2024年底在自己的工厂完成任务。2024年底限量生产，Optimus很可能在2025年底开始销售。
7）Robotaxis/FSD的监管路径正在改善，各州政府正在迅速批准自动驾驶用于街道使用。
8）未来开车就像坐电梯一样，上车，按下按钮，电梯就会把你送到目的地，完全自动驾驶。
9）特斯拉将拥有一些Robotaxis，以“出租车服务”的形式运营，其中一些将由特斯拉车主拥有。
10）这款售价2.5万美元的汽车将在8/8 Robotaxi活动上进一步讨论。
11）Cybertruck每周产量增加1000辆，面临供应商库存等挑战。预计未来几个月产量将进一步增加。
12）正在与一家大型汽车制造商就FSD许可证进行谈判。
13）半挂车在提高产能方面仍面临一些困难，但随着时间的推移，情况会有所改善。半挂车仍在向百事可乐供应。
14）FSD不能在车辆之间转让。
15）埃隆大部分时间都在特斯拉度过。他近期没有离开公司的计划，并希望他上任后特斯拉能“蒸蒸日上”
16) 预计 2024 年的销售额将高于 2023 年。
17) “如果你不相信特斯拉能解决自动驾驶问题，你就不应该投资这家公司。”——埃隆
18) 埃隆回避了关于 25% 所有权的问题。他说股东有投票权。他预计特斯拉会在有他或没有他的情况下解决自动驾驶问题（！）。
19) 一旦自由现金流增加，特斯拉就会考虑回购。
20) 其他汽车制造商对 FSD 许可非常感兴趣；他们只是想确保这是 100% 正确的自动驾驶（没有激光雷达等）。
21) OEM 可能还需要 3 年时间才能推出支持 FSD 的汽车。许可协议可能很快就会达成，但汽车制造商需要制造能够使用 FSD 的产品。
22）预测几个季度后自由现金流将有显著增加。
23）其他国家/市场即将批准FSD，各国政府对此持开放态度。中国特别提到了这一点。
24）第一季度是特斯拉历史上最糟糕的季度之一。工厂火灾、红海袭击、Cybertruck销量暴跌等。团队预计未来几个季度情况会好得多。
25）特斯拉计划成为人工智能领域的真正领导者。团队认为基础设施已经到位。
26）将FSD/Autonomy与AWS进行比较。没有人会想到AWS会成为亚马逊最有价值的部分。
27）购买特斯拉变得太复杂了。希望新流程能让买家在不到一分钟的时间内购买特斯拉。
28）Elon认为，如果不亲自使用最新版本的FSD，人们就无法理解公司的发展方向。
29）IR负责人Martin Viecha即将离任。
1) Low-cost automobile production is likely to be realized by the end of 2024 and the beginning of 2025.
2) Call Robotaxi a “Cyber Cab.”
3) Approximately 35,000 H100 training GPUs have been installed, and 85,000 (!) will be installed by the end of the year . No longer limited by GPUs.
4) Recent layoffs would save $1 billion a year.
5) Production of 4680 increased by 18-20% compared to the fourth quarter.
6) Optimus is able to complete factory tasks in the lab. Optimus is expected to complete the mission at its own plant by the end of 2024. Limited production at the end of 2024, and Optimus is likely to be sold by the end of 2025.
7) Robotaxis/FSD's regulatory path is improving, and state governments are rapidly approving autonomous driving for street use.
8) Driving in the future will be like taking an elevator. Get in the car, press the button, and the elevator will take you to your destination. Fully autonomous driving.
9) Tesla will own some Robotaxis and operate as a “taxi service.” Some of them will be owned by Tesla owners.
10) The $25,000 car will be further discussed at the 8/8 Robotaxi event.
11) Cybertruck increased its weekly production by 1,000 units, facing challenges such as supplier inventories. Production is expected to increase further in the next few months.
12) Negotiations are ongoing with a major car manufacturer for an FSD license.
13) Semi-trailers still have some difficulties in increasing production capacity, but the situation will improve over time. Semi-trailers are still being supplied to Pepsi.
14) FSD is not transferable between vehicles.
15) Elon spent most of his time with Tesla. He has no plans to leave the company in the near future and hopes Tesla will “thrive” when he takes office
16) Sales in 2024 are expected to be higher than in 2023.
17) “If you don't believe Tesla can solve the problem of autonomous driving, you shouldn't invest in this company.” — Elon
18) Elon dodged questions about 25% ownership. He said shareholders have the right to vote. He expects Tesla to fix the autonomy issue with or without him (!) .
19) As soon as free cash flow increases, Tesla will consider a buyback.
20) Other car manufacturers are very interested in FSD licensing; they just want to make sure this is 100% correct autonomous driving (no lidar, etc.).
21) It may take another 3 years for OEMs to launch FSD-enabled cars. License agreements may be reached soon, but car manufacturers need to make products that can use FSD.
22) Predict a meaningful increase in free cash flow after a few quarters.
23) Other countries/markets are about to approve the FSD, and governments are open to it. China mentioned this in particular.
24) The first quarter was one of the worst in Tesla's history. Factory fires, Red Sea attacks, Cybertruck sales plummeted, etc. The team expects things to be much better in the next few quarters.
25) Tesla plans to become a real-world leader in artificial intelligence. The team believes the infrastructure is in place.
26) Compare FSD/Autonomy to AWS. No one would have imagined that AWS would be the most valuable part of Amazon.
27) Buying a Tesla has become too complicated. Hopefully, the new process will allow buyers to buy Tesla in less than a minute.
28) Elon believes that without personally using the latest version of FSD, people can't understand where the company is headed.
29) Martin Viecha, head of IR, is leaving office.
2) Call Robotaxi a “Cyber Cab.”
3) Approximately 35,000 H100 training GPUs have been installed, and 85,000 (!) will be installed by the end of the year . No longer limited by GPUs.
4) Recent layoffs would save $1 billion a year.
5) Production of 4680 increased by 18-20% compared to the fourth quarter.
6) Optimus is able to complete factory tasks in the lab. Optimus is expected to complete the mission at its own plant by the end of 2024. Limited production at the end of 2024, and Optimus is likely to be sold by the end of 2025.
7) Robotaxis/FSD's regulatory path is improving, and state governments are rapidly approving autonomous driving for street use.
8) Driving in the future will be like taking an elevator. Get in the car, press the button, and the elevator will take you to your destination. Fully autonomous driving.
9) Tesla will own some Robotaxis and operate as a “taxi service.” Some of them will be owned by Tesla owners.
10) The $25,000 car will be further discussed at the 8/8 Robotaxi event.
11) Cybertruck increased its weekly production by 1,000 units, facing challenges such as supplier inventories. Production is expected to increase further in the next few months.
12) Negotiations are ongoing with a major car manufacturer for an FSD license.
13) Semi-trailers still have some difficulties in increasing production capacity, but the situation will improve over time. Semi-trailers are still being supplied to Pepsi.
14) FSD is not transferable between vehicles.
15) Elon spent most of his time with Tesla. He has no plans to leave the company in the near future and hopes Tesla will “thrive” when he takes office
16) Sales in 2024 are expected to be higher than in 2023.
17) “If you don't believe Tesla can solve the problem of autonomous driving, you shouldn't invest in this company.” — Elon
18) Elon dodged questions about 25% ownership. He said shareholders have the right to vote. He expects Tesla to fix the autonomy issue with or without him (!) .
19) As soon as free cash flow increases, Tesla will consider a buyback.
20) Other car manufacturers are very interested in FSD licensing; they just want to make sure this is 100% correct autonomous driving (no lidar, etc.).
21) It may take another 3 years for OEMs to launch FSD-enabled cars. License agreements may be reached soon, but car manufacturers need to make products that can use FSD.
22) Predict a meaningful increase in free cash flow after a few quarters.
23) Other countries/markets are about to approve the FSD, and governments are open to it. China mentioned this in particular.
24) The first quarter was one of the worst in Tesla's history. Factory fires, Red Sea attacks, Cybertruck sales plummeted, etc. The team expects things to be much better in the next few quarters.
25) Tesla plans to become a real-world leader in artificial intelligence. The team believes the infrastructure is in place.
26) Compare FSD/Autonomy to AWS. No one would have imagined that AWS would be the most valuable part of Amazon.
27) Buying a Tesla has become too complicated. Hopefully, the new process will allow buyers to buy Tesla in less than a minute.
28) Elon believes that without personally using the latest version of FSD, people can't understand where the company is headed.
29) Martin Viecha, head of IR, is leaving office.
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