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NVIDIA CEO Jensen Huang gave one of the strongest endorsements of Elon Musk’s tech ecosystem “Every single one of them is revolutionary” He called Grok, Tesla’s self-driving work and Optimus. Every single one of them world-class projects....each with gigantic potential He described Elon as an extraordinary engineer, highlighting NVIDIA’s work with Tesla and SpaceXAI(xAI) and saying they will build many more powerful computers together On Optimus, he went even further: Humanoid robots could become the next multi-trillion-dollar industry, and Optimus has a real chance to achieve the volume and technological scale needed to move the entire field forward and said that it's “right around the corner”

这个月，马斯克的公司接连有大动作。 xAI：推出Grok 4.5，开源Grok Build，上线自动化任务，并把Grok接入Excel和Outlook，产品开始从聊天框进入编程和办公软件。 特斯拉：用19.5亿美元股票和股权奖励，收购一家未公开名称的AI硬件公司。 Model S和Model X产线已经拆除，原来的位置正在安装Optimus产线。 SpaceX：Starship第13次试飞释放20颗V3 Starlink卫星，NASA也决定在Artemis III飞船上安装两台Starlink激光通信终端。 公司还被曝开始拒绝部分2028年后的Falcon 9订单，准备把客户转向Starship。 Neuralink：展示试验参与者用意念控制电动轮椅。脑机接口的应用开始从控制电脑光标，延伸到现实设备。 The Boring Company：准备融资约40亿美元，目标估值200亿美元。上一轮融资后的估值约57亿美元，这次目标接近原来的3.5倍。 特斯拉正在把传统汽车产线让给机器人，SpaceX准备让Starship逐步接替Falcon 9，xAI也在把Grok从聊天产品推入编程和办公软件。 公司之间的资金关系也在加深。 特斯拉持有不到1%的SpaceX股份，第二季度还向SpaceX确认3.18亿美元销售收入。马斯克没有否认两家公司合并。 这轮调整需要的钱不少。 特斯拉预计2026年资本开支超过250亿美元，The Boring Company准备融资40亿美元，SpaceX也要承担火箭换代的成本。

特斯拉用19.5亿美元买下了一家连名字都没公开的AI硬件公司。 这个价格，比它第二季度11.1亿美元的净利润还高。 这笔交易已经在第二季度完成，19.5亿美元没有动用现金，全部以公司股票和股权奖励支付，公司没有单独发新闻稿，只在10-Q里写了两句话。 其中2.22亿美元对应一项专利和已经开发好的技术，剩下17.3亿美元属于附带条件的股权奖励，兑现条件包括相关人员继续任职，以及技术达到约定的部署目标，满足相应条件后才能拿到。 公司当时判断这些部署目标不太可能达成，因此第二季度没有确认相关股权补偿费用，文件也没有披露具体发行多少股，所以暂时算不出最终稀释比例。 到现在，这家AI硬件公司叫什么，技术具体做什么，会用在汽车，Optimus还是AI算力上，都没有答案。

《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。

Elon Musk: Tesla’s Mega Pods Could Transform AI Computing Everywhere We're also building out a mega pod design that has — because, for computers with x86, it's a very x86 computer with the Tesla AI computer. You know, it's got this visual Optimus in a box, a mega pod kind of like the Megapack packaging. So, we put a large number of four-plus x86 combos into a giant box, essentially. And these boxes can be placed anywhere in the country or outside the country. This allows us to scale AI compute using disaggregated electricity production. Again, there are lots of places all around the world, including Superchargers. I think we get something like seven gigawatts of power at our Superchargers. And we can place mega pods at many of these Superchargers and have distributed power for AI. So, I think that could be quite a big deal.

特斯拉最新股东材料里，删掉了4个重点项目在今年大规模量产的表述。 其中包括无人驾驶出租车Cybercab，Semi电动重卡，Megapack 3大型储能系统和擎天柱人形机器人Optimus。 今年一季度，特斯拉还写着，Cybercab和Semi将在年内进入大规模量产，Megapack 3也会在2026年开始大规模量产，Optimus的生产线正在建设，公司同样计划今年进入大规模量产。 到了二季度，这四项表述全部不见了。 Cybercab已经开始生产，Semi仍计划今年投产，Megapack 3只剩生产线建设信息，Optimus也只说生产线安装正在进行。 文字删除不等于项目取消，特斯拉也没有正式宣布延期。公司预计今年投入超过250亿美元，第二季度自由现金流为负11亿美元。

Elon Musk closed Tesla’s earnings call with a most exciting message: “We’re super excited about our autonomy and robotics roadmap. There is so much awesome stuff coming that it is difficult to squeeze everything into an earnings call We will have a lot of product announcements This is going to be a great year for Tesla....one of our best years ever and I think next year will be even better. I want to thank the Tesla team for their excellent execution and all of our supporters for joining us on this journey” Tesla is entering one of the most ambitious chapters in its history Robotaxi, Optimus, AI compute, new chips and major product announcements are all moving forward at the same time

Elon Musk on Optimus: "You've probably seen lots of impressive demonstrations of robots on the Internet, but those demonstrations you're seeing are pre-programmed or remote-controlled. So there is no humanoid robot that is actually able to do generalized tasks. Optimus will be the first one that is capable of doing that. It's not just a demo, it's genuinely useful in day-to-day life. Optimus is designed to have full human dexterity, so a hand that has the same level of dexterity, if not higher, than a human hand. The human hand is an incredible thing. The more you study the human hand, the more amazing you realize how amazing hands are. The nuances of how human hands work are amazing. Optimus will have that capability. It will have superhuman dexterity, so it's really going to be quite something."