➀ Goldman Sachs predicts Tesla's robotaxi business will begin commercial operations in late 2026, generating $115 million in revenue by 2027; ➁ Tesla will use remote assistance and geofencing to enhance performance but limit scaling; ➂ Elon Musk claims Tesla will be significantly safer than human drivers by 2025.

➀ A Tesla Cybertruck filled with explosives exploded outside Trump Tower in Las Vegas; ➁ Elon Musk confirmed the explosion was caused by fireworks or a bomb, not a vehicle malfunction; ➂ The incident is under investigation, with potential links to a New Orleans attack.

➀ ASUS is developing its first humanoid robot to compete with Tesla's Optimus; ➁ Despite existing Zenbo robots, ASUS is stepping into the humanoid robot market; ➂ The industry faces challenges with AI and AGI development, focusing on humanoid robots.

1. Tesla's stock has surged 77% since the bullish call; 2. The upcoming budget Model Q is expected to expand Tesla's market reach; 3. Tesla's diversified ventures in energy and AI, along with stable legacy models and the Cybertruck, support its valuation and growth prospects.

➀ EV sales in Q3 2024 increased by 19.3% year-on-year, with 4.123 million units sold; ➁ Tesla held the top position with an 18.5% market share, followed by BYD with 17.5%; ➂ Chinese brands Leapmotor and Chery made notable gains in global BEV sales.

➀ Tesla is hiring for its AI Teleoperation team; ➁ Candidates will use advanced VR rigs to remotely operate and train robotaxis and humanoid robots; ➂ The team is responsible for providing remote access to robotaxis and humanoid robots, operating autonomously in challenging environments.

➀ Tesla's market cap is $1 trillion; ➁ SpaceX/Starlink is valued at $250 billion; ➂ xAI is valued at $50 billion; ➃ X (Twitter) is valued at $41 billion; ➄ The Boring Co. is valued at $7 billion; ➅ Neuralink is valued at $5 billion.

➀ OpenAI considered acquiring Cerebras in 2017 to reduce its reliance on Nvidia; ➁ The deal was shelved due to potential conflicts of interest; ➂ Cerebras is now preparing for an IPO and has raised $715 million.

➀ Ed discusses his efforts to foster relationships with the new US administration, leveraging his past contacts in the semiconductor industry. ➁ He expresses hope to influence Elon Musk and secure favorable trade terms with the US. ➂ Ed mentions his investment in Tesla and Starlink contract as a gesture of commitment to fostering ties with the new administration.

➀ Elon Musk addresses rumors about Tesla's smartphone development on 'The Joe Rogan Experience'; ➁ He states that Tesla is not currently making a phone but could potentially create one; ➂ Musk emphasizes that creating a phone is not a priority unless necessary.

➀ Elon Musk's companies, Tesla and xAI, are investing heavily in AI training hardware; ➁ $10 billion worth of training compute capacity is expected to be online by the end of 2024; ➂ Investments in AI hardware are crucial for staying competitive in the AI industry.

➀ Alphabet and outside investors have invested another $5.6 billion into Waymo, bringing its total funding to $10.85 billion. Waymo operates Robotaxi services in San Francisco, Phoenix, and LA. ➁ Waymo's self-driving car crash rate is the lowest among competitors, while Tesla and GM Cruise face scrutiny. ➂ Autonomous vehicle crashes in California have been increasing, with a rate of 96.65 crashes per 1,000 vehicles in 2022.

1. Tesla's post-earnings surge of 20% recovers most recent losses; 2. Q3 earnings release supports the thesis that the worst is behind the EV leader; 3. The market's skepticism about Tesla's high valuation and autonomous driving ambitions is discussed.

1. The Cybercab, a two-seat, fully autonomous vehicle, was supposed to be the main attraction at Tesla's We, Robot event; 2. Despite Musk's insistence, the Robovan is a concept car with almost no chance of becoming street legal; 3. The article discusses the potential future of autonomous vehicle fleets and the challenges faced by Tesla.

1. Tesla's self-driving technology is facing a critical 12-18 month period due to the rapid scaling of training infrastructure and data access. 2. Without significant progress in the next few years, Tesla's autonomy approach may seem like a dead end. 3. While vertical integration and scale could give Tesla an advantage, the timeline for a general self-driving solution remains uncertain.

➀ Tesla has sent out official tickets to invited guests; ➁ Optimus Gen3, Model 2, and Cybervan are expected to appear together with Robotaxi; ➂ Analysts and institutional investors have lowered expectations.

1. Tesla's 3Q FY2024 deliveries missed expectations, signaling potential muted 3Q earnings and adding pressure on revenue and EPS estimates. 2. Despite the optimism surrounding the Robotaxi event, the stock's recent rally could result in a 'sell the news' reaction after the event. 3. Robotaxi is unlikely to significantly boost long-term growth due to challenges like monetization, competition, and regulatory hurdles. 4. China's stimulus could boost 4Q deliveries, but TSLA faces growing competition from domestic Chinese EV makers. 5. The stock's current valuation reflects an optimistic long-term growth outlook based on Elon Musk's ambitious promises.

➀ DB Hitek is on the verge of signing a ten-year deal to manufacture power management ICs for Tesla vehicles. ➁ The quality control staff of the US carmaker visited DB Hitek's facility in South Korea for an inspection in June. ➂ The deal involves manufacturing power management ICs for Tesla vehicles.

➀ Tesla's BEV market share dropped from 19% to 17% in the first five months of 2024; ➁ BYD is just one point behind Tesla at 16%; ➂ The BEV portfolio of legacy automakers like Volkswagen and Geely-Volvo stood at 7 and 8 percent, respectively.