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With @Cybertruck, we introduced & scaled many automotive firsts 48V architecture: 4x lower current that enables thinner, lighter wiring True Steer-by-Wire with no mechanical steering link, enabling variable steering response Combined with rear-wheel steering, this also brought coordinated front + rear steering for greater low speed maneuverability & high speed stability Structural stainless-steel exoskeleton: allows exterior panels to carry structural loads, resulting in far higher torsional stiffness Full-hard stainless air bending: forms ultra-hard exterior panels without damaging the visible surface Etherloop: gigabit vehicle network that eliminates ~70% of cross-vehicle wiring
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这期 @MSX_CN Pre-IPO,我想聊三件事: 1.估值贵不贵 2.额度怎么来 3.以及为什么我个人非常看重 Neuralink!! 先说估值msx 估值42B Neuralink 不是便宜资产:2025 年 Series E 对应约 96.5 亿美元估值,2026 年二级转让口径已经到 290–420 亿美元,甚至有买方按接近 600 亿美元找股份。单看数字,不便宜。其实我的目标估值是30B左右,有个比较明确的翻倍预期 但我的判断框架不是“现在 PE 便不便”,而是:脑机接口如果真是下一代人机入口,它不该按单一医疗器械公司估,而该按“神经系统操作平台”估。人体临床已经在走,截至 2026 年 1 月披露 21 名参与者;Telepathy 之外,Blindsight、语言恢复等项目拿到 FDA Breakthrough Device Designation;2025 年还有约 6.5 亿美元 Series E 补弹药。贵是事实,问题是贵得有没有逻辑。我的答案是:有,但要用很长时间去验证。 第二是 MSX 持有量和打新额度的关系,这点很多人会搞错。不是申购当天有钱就行,门槛是持有 1,000 枚 MSX 起,并完成 KYC;档位看 8/25–8/31 每天 00:00 快照的 7 日平均持仓。也就是说,现在还在快照期,临时冲仓拉不动均值。申购 8/31 18:00 开,9/6 00:00 关,成功后锁到 12/5 00:00。页面写的是“最高可申购额度”,不等于最终获配,未获配资金按规则返还。 最后说我为什么最看 Neuralink。机器人赛道现在卡在几个瓶颈: 1.训练数据是离散的,现实世界是连续的。虚拟世界里“移动 1 厘米”很干净,现实里没有标准的一厘米,所以仿真训练出来的精度,永远难和真实世界完全拟合。 2.马斯克给的路线图也很直白:机器人先去开星舰、开 Cybertruck、开 Semi,去建设月球基地;再往上,就是脑机接口操控机器人,往“赛博永生、机械飞升”那个方向走。这个路线图才是机器人赛道的正路!我最感兴趣的是脑机接口。它的公开演示和临床迭代速度,是独立赛道的,炒作还没完全跟上。 所以我的态度很明确:Neuralink 是我个人愿意用十年维度跟踪的标的。不止是msx,任意渠道估值只要不是太离谱,我都会参与一些。 这是我自己的判断,不构成投资建议。未上市公司估值和上市时间都不确定,仓位和流动性,自己算清楚。
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NVIDIA earnings just dropped! Think $NVDA rockets tomorrow? Put your conviction on the line and pick $NVDAUSDT now. A Cybertruck is on the line this Stock Earnings Season. Join now 👉 Win your share of 100K USDT here👉 #Bybit# #NewFinancialPlatform#
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Model 3, Model Y, and Cybertruck literally top the list Tesla has 84% domestic parts while the next closest manufacturer is at 63% so it's not even close
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I was on the tail end of a 500 mile drive back from Omaha yesterday with my 77 year old dad and we nearly had a very serious accident, possibly deadly for the other driver. Look at this older Toyota Corolla blow this light at 60mph more than 3 seconds after it turns red. If it was me driving, because I could not see the Corolla as it was occluded by the stopped cars, we would have had a head on collision or I'm mid-turn and he would have impacted my dad's side of my @cybertruck. Thankfully @tesla FSD was doing the driving and it has superhuman reaction to brake pedal application time (aka PRT = perception response time) of about 0.25s while very good human is 0.8-0.9s or average human is 1.5-2.5s. This is life saving technology and it may have saved one yesterday. Thanks to @aelluswamy, @elonmusk, and the whole team behind this.
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I have been following this guy's content for 4 years. He's not an EV guy at all. Just listen to the great things he has to say about the @cybertruck and Self-Driving: @ Brandon_c_clark on Instagram
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Tesla’s Founders Are Backing The Anti-Cybertruck Marc Tarpenning and Martin Eberhard dreamed up Tesla and convinced Elon Musk to fund it. Two decades later they’re backing an antidote to the company it’s become: a maker of pint-sized electric trucks.
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Tesla’s Founders Are Backing The Anti-Cybertruck (Photo: TELO)
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Someone's driving off in a Cybertruck this earnings season. Is it you?
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A Beefed-Up Golf Cart And An Anti-Cybertruck: Cheap, Quirky EVs Are Coming Chip Motors is taking orders for a low-speed, battery-powered “life utility vehicle,” priced from $15,000, joining a new wave of quirky battery-powered models. Read more:
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