马斯克称赞特斯拉团队取得巨大进展

Q3 股东更新 → https://t.co/u0UcDOuMNa 亮点 – 在北美，FSD Supervised 的选装率增长至新车交付量的 75% 以上 – 发布了下一代 Roadster – 加拿大、澳大利亚、日本和台湾的交付量创下纪录 – Tesla Semi 现已进入量产阶段。顶配版本在满载 82,000 磅的情况下续航可达 500 英里，同时实现 1.7 kWh/英里的能效——约为同等载重下可比柴油卡车能耗的三分之一 – 本季度结束时，我们的乘用车积压订单量创下 4 年来最高！ FSD Supervised – 自 Q2 以来新增 4 项批准（克罗地亚、斯洛文尼亚、捷克共和国、斯洛伐克） – FSD 现已在九个欧盟国家上线，自首次获批以来已有超过 100,000 名客户使用，累计行驶里程超过 1.6 亿公里 Robotaxi – 将 Cybercab 部署到我们的奥斯汀车队 – 累计无监督行驶里程接近 200 万英里，本季度增长 8 倍 – 奥斯汀服务现运行时间为早上 6 点至午夜，随着我们增加车辆并改进调度算法，等待时间持续缩短 – 为 Cybercab 添加了 Grok，配备 Grok Bot 与 Connectors，让你可以通过语音与收件箱、日历、文件、聊天和任务进行交互。 交通、办公与客厅三合一 机器人 – 已在我们弗里蒙特的高量产线上开始生产 @Tesla_Optimus。 这些是我们打造的首批生产级机器人，证明 Optimus 当前的制造工艺已适合商业化产品 SI 算力 – 有望在年底前实现 400 MW 的训练算力，为车辆和人形机器人自主能力提供支持 – 奥斯汀 Fab 建设持续推进，设备调试计划于 2027 年进行 电池 – 电池供应仍是制约我们在全球范围内提升车辆产量的速度的因素，因此我们正在全方位扩张：柏林的电池包产能、得克萨斯州的阴极和锂精炼、内华达州的 LFP 电芯 – 交付了首批完全使用我们自产 LFP 电芯制造的 Megapack – 提高 4680 产量以支持 Cybercab、Semi 和 Model Y 的产能爬坡 能源 – 得克萨斯州 Megafactory 已投入运营，Megapack 3 已开始生产 – 储能订单率和积压订单量均创历史新高 电网限制和电力供应正使 Megapack 成为满足 SI 基础设施需求的答案：它擅长为大型数据中心负载供电、平抑需求峰值、帮助新项目满足电网接入规则，并使电网本身更加稳定 这一切都伴随着更少的本地化石燃料发电 配套基础设施 – 净新增 2,100 多个超级充电桩，同比增长 14%

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Q3 Shareholder Update → https://t.co/u0UcDOuMNa Highlights – FSD Supervised attach rate grew to over 75% of new vehicle deliveries in NA – Unveiled the next-gen Roadster – Record deliveries in Canada, Australia, Japan & Taiwan – Tesla Semi now in volume production. Top variant can go up to 500 miles at a full 82,000 lbs while achieving efficiency of 1.7 kWh/mile – about a third of the energy a comparable diesel truck burns for the same load – Ended the quarter with the largest backlog for our passenger vehicles in 4 years! FSD Supervised – 4 new approvals since Q2 (Croatia, Slovenia, Czech Republic, Slovakia) – FSD is now live in nine EU countries & used by over 100,000 customers logging more than 160 million kilometers since initial approval Robotaxi – Deployed Cybercab into our Austin fleet – Hit nearly 2 million cumulative unsupervised miles, 8x growth in the quarter – Austin service now runs 6 am to midnight, with wait times continuing to come down as we add cars & improve the orchestration algorithms – Added Grok to Cybercab with Grok Bot & Connectors, letting you interface with your inbox, calendar, files, chats and tasks, all by voice. Transport, office & living room in one Robotics – Started production of @Tesla_Optimus on our high-volume lines in Fremont. These are the first production-quality bots we've built, proving that the current manufacturing process for Optimus is suitable for a commercial product SI Compute – On track for 400 MW of training compute by year end, feeding both vehicle & humanoid autonomy – Austin Fab construction continues, equipment commissioning planned for 2027 Battery – Battery supply is still the limiter on how fast we ramp vehicles globally, so we're expanding on every front: pack capacity in Berlin, cathode and lithium refining in Texas, LFP cells in Nevada – Shipped the first Megapacks built entirely with our own LFP cells – Increasing 4680 output to support ramp of Cybercab, Semi & Model Y Energy – Megafactory Texas is up & running, with Megapack 3 production started – Highest-ever order rate & backlog for energy storage Grid constraints & power availability are making Megapack the answer for SI infrastructure demand: it excels at supplying large data center loads, smooths out demand spikes, helps new projects meet grid connection rules & makes the grid itself more stable All with less local fossil fuel generation Supporting Infrastructure – Added 2,100+ net new Supercharger stalls, up 14% year over year