⚡️ At the shareholders’ meeting the day before yesterday, Musk officially announced that Tesla has officially entered the “AI and Robotics” era.
Musk stated: “In the future, Tesla will not just be a car manufacturer, but the largest robotics company on Earth.”
🦾 1. Robots are about to hit the production line!
Musk was very straightforward: the hardest part of making robots is not the algorithms, but “mass production.”
🔹 Tesla is investing 80% of its engineering resources into the development of “hands and forearms.”
🔹 The third-generation robots will officially go into mass production next year, capable of walking, picking up objects, and thinking.
🔹 Costs may drop to $20,000, making them affordable for ordinary families!
This means that robots will become as common as home computers.
Musk himself said this will be the “biggest consumer electronics revolution” since the smartphone.
🚗 2. Autonomous driving is about to “wake up!”
Tesla’s FSD system has entered version 14.2.
Musk: “After version 14.3, you can fall asleep in the car and safely arrive home.” 😳
By the end of the year, Tesla will launch a Robotaxi pilot in Austin.
In April next year, CyberCab will go into mass production, with the assembly line as fast as assembling an iPhone.
This means: 🚕 In the future, when you take a taxi, the driver might be AI.
💰 And as a Tesla owner, you can also connect your car to the Robotaxi platform to earn money during your free time.
💻 3. Chips and AI computing power: Tesla’s hidden weapon
Musk directly outperformed competitors: self-developed AI chip performance rivals NVIDIA’s Blackwell,
but— ⚙️ the cost is only 1/10 ⚡️ and the power consumption is only 1/3.
In the future, every Tesla and every robot will become an AI node.
When vehicles are idle, they will automatically participate in distributed AI computing— 👉 “Helping Musk make money, and helping you make money.”
This is Tesla’s true “money printing logic.”
📈 4. Investment perspective: An underestimated AI giant
Although Tesla’s current price-to-earnings ratio looks very high,
don’t forget, it is not just selling cars— it is selling the future of “AI labor,” “computing power,” and “intelligent systems.”
Robotaxi, Optimus robots, chip computing power, these combined, Musk stated directly:
“In the future, Tesla’s profits may exceed the total of the entire automotive industry.”
🌍 5. The Chinese market: The other half of the AI wave
Musk also specifically mentioned that China will lead the global robotics market alongside the United States.
It is expected that China will fully open FSD autonomous driving next year.
When Robotaxi enters China— this will be the next explosion point.
🚀 In the AI era, Tesla is not just about making cars.
In this round, Tesla aims to do three things simultaneously:
1️⃣ Make robots a consumer product.
2️⃣ Enable cars to drive themselves and earn money.
3️⃣ Build an AI ecosystem with massive computing power.
So, if electric vehicles are the appetizer, then AI and robotics are Tesla’s true main course.
Let your imagination run wild; if Musk’s bold claims come true, how much will Tesla be worth?
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