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Humans can't look everywhere at once, but FSD Supervised can
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FSD Supervised keeps you 7x safer on the road for about $3.33 a day Less than the avg cost of a coffee in the US
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Some technologies become so normal that we forget life before them FSD Supervised is like that
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We did it! A new fastest Autonomous Cannonball Run Record has been set tonight from myself @DavidMoss, @scotsrule08, & @OwenSparks We left the Red Ball Garage in Manhattan NYC at precisely 12:38AM this past Saturday morning July 25th 2026 & arrived this evening Sunday July 26th 2026 47 hours 15min & 39 seconds later at the Portofino Hotel in Redondo Beach, CA. It was a total distance of 2,886 miles (4,645KM) & beat the previous record team by 2:40:18 This was done absolutely entirely 100.0% with 0 disengagements using Tesla FSD v14.3.6 We’d like to give some thank you’s to the following: @AlexRoy144 thanks for doing all you do & being the pioneer of this in the modern/autonomous age @TeslaCharging team; @MdeZegher, @G_Bahadue & the rest. This journey was able to be down exclusively using v3 250kW & 325kW stations. No V2 stations needed! @Tesla @tesla_na @Tesla_AI thank you for making us the safest drivers on the road & letting personal autonomy be obtainable by the masses @wholemars Thank you Omar for all you do for myself & the Tesla Community. I truly wouldn’t be here today if it wasn’t for you. I appreciate your FSD database website being able to validate all of these trips
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The fact that you can just get in a @Tesla, input your destination, start FSD with a button on your screen, then have the car literally take you anywhere you need to go all by itself never gets old. I don’t see myself ever owning another car other than a Tesla for this reason.
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《特斯拉财报在一个季度内恶化了》 表面数据: 营收季度增长26.13%,这看起来很好哦 可以,EPS和净利润季度跌幅20%左右 毛利从Q1的21.2%下跌到Q2的16.8% 这无不昭示着tesla在糟糕的生意中,遇到了惨烈的竞争 特斯拉陷入日本车那样的困境,以价换量 更可怕的是现金流, Capex从Q1的25亿,猛增到Q2的58亿 自由现金流从Q1的14亿,转入Q2的负11亿 在这种情况下,管理层还确认了26年250亿的Capex,要驼债了 另外利润表中,如果抛去一次性的投资浮盈 可以说是,现金流和利润率双杀 昨天,谷歌这头现金奶牛在利润率提升的情况下,就因为利润救不了自由现金流而暴跌 而今Tesla这种信仰股,本来就没多少钱, 现金流还转负 tesla的报表,在一个季度内明显地恶化了 短期必杀了 站在中国用户的角度看 特斯拉造的汽车、fsd、机器人,护城河都不宽 甚至起家的纯电汽车销量被BYD击败了 是罕见的技术有先发优势,但产品销量落后的铁憨憨 特斯拉的确在超前地推动人类生活方式的改变 这不意味着tesla在产业中吃到最大的果实 要和巴拉特的国家意志竞争的 你的竞争对手不是某个具体的公司,而是某个国家意志 这是好是坏呢? 从财务角度看,Tesla的估值始终是带着Musk魔法的 但Musk最近搞了拆分盘SpaceX啊 Musk同时操两个盘子,两个盘子都虚弱 因为信仰者就那么多呢 同样的故事在币圈上扬的无数次 至于外界分析师所言的:油价暴涨带来通胀压力 + 美债收益率上升压制高估值科技股 傻哥倒觉得是次要因素 尤其油价暴涨,甚至能促进电车的销量 另外Robotaxi与Optimus的进度,财报之前市场就知道不理想了。 Robotaxi的量,官网上都有显示的,不足以惊到市场的。
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7.23梭哈晨报: 谷歌靠着一己之力拯救了整个AI产业,只能说还有很多人没想明白谷歌的财报是什么,还在嘲讽谷歌😂,我也是服了。 1. $BTC 继续震荡了,毕竟美股财报季,不能不给点面子; 2. $ETH 只能说Tom Lee的利息好高啊; 3. $SOL 真的就自己玩自己的,反正也不管外界情况如何; 4.梁文锋投资人会议实录流出:称克制是战略,目标 AGI 而非超级 App; 梁圣? 5.灰度文件披露 100 个钱包持有 90% 的 Worldcoin 流通量; 超级高控盘? 6.吉姆·克雷默关注前比特币矿工的AI算力核心,对冲基金豪赌此股; 7.Scaramucci 表示 CLARITY Act 的加密道德规范还不够,希望消除内幕交易; 这怎么赚钱? 8.CryptoQuant分析师:机构对比特币的需求正处低位,反映市场悲观情绪; 9.特斯拉Q2利润不及预期,FSD渗透率提升但高Capex压制现金流; 10.Ondo Perps 上线 Ondo Points 积分计划,奖励交易持仓用户; 总不可能拉盘是因为这个吧? 11. Circle与Kakao集团签署合作备忘录,将评估USDC支付等应用; 12.创近两个月最高纪录,外资昨日在韩国主板市场净买入2.62万亿韩元; 外资之前一直跑路,现在跑步进场了? 13.谷歌Q2云业务再超预期,但自由现金流转负引发估值重估; 14.Bitwise CIO:加密市场显现触底迹象,下一轮牛市由链上与传统金融融合驱动; 15. @solana 再现链上行情,meme+gamble再现; --------------- 最近机会真的挺多的,只看不出手的话,浪费机会了。 苏醒吧各位😭。 #Bitcoin# #Ethereum# #Solana# #Crypto# #Nasdaq#
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FSD Supervised helps save lives
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Q2 Shareholder Update → Highlights – Cybercab began production at Gigafactory Texas – Tesla Semi remains on track for volume production this year at our new factory in Nevada – Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase) – Megafactory Texas is nearing completion (start of production planned for this year) – More customers are now opting to subscribe to FSD at the time of vehicle purchase! – Robotaxi rollout continued in the US. Now live in 7 major metros – Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation. We’ve never been more optimistic about the future. Automotive – Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania – We launched the Model YL in the US in July and have seen a positive response from customers Energy generation and storage – Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production – On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas – Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit Robotics – Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon – The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development – Additionally, we continued site development at Gigafactory Texas with building construction now in full swing AI Training Compute – More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026 – Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year Battery – Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products – Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y Other Supporting Infrastructure – Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year AI Software – Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness AI Inference Compute – Making progress on construction & equipment procurement for our semiconductor fab in Austin Automotive and Other Software – Rolled out Summer Release: Self-Driving stats are now available in the mobile app Grok can make phone calls, search & play music, and adjust climate controls, among other things Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule Robotaxi – Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet – Began offering employee rides in Cybercabs on our GFTX campus in July – Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training – Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July FSD Supervised – Record net new subscriptions in Q2 – Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions – Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July
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France’s Transport Minister says Tesla FSD is not yet safe enough to be approved in its current form. But in reality, Tesla FSD is safer than human driving. • 12.1B+ miles driven with FSD • 4.5B+ city miles driven • 7x fewer major collisions than the U.S. average • 7x fewer minor collisions • 5x fewer collisions on non-highway roads • Improves U.S. road safety by over 80%, reducing collisions caused by human error • 32,000+ lives potentially saved per year • 1,900,000+ injuries could potentially be avoided per year • Tesla vehicles have earned 5-star safety ratings from NHTSA, Euro NCAP and ANCAP.
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