백수전

한국경제신문 | 편집기자 | 백수전의 ‘테슬람이 간다’ | 테슬람 X랩 | 미국주식 | 전기차 | TSLA | AI | 러닝 | LG트윈스 | 맛집러 | The Korea Economic Daily | reporter | 책 ‘테슬라 리부트’ 저자 | tvN ‘벌거벗은 세계사’ 출연

[백수전 @baeksujeon]

모델Y 주니퍼 두 번째 시승기입니다.
이번엔 주행성능과 승차감을 짚어봤습니다.
오토파일럿은 여전히 좋았지만,
지난 1년간 성능에 큰 진보는 없었습니다.
FSD는 언제쯤 국내 서비스될지 궁금합니다. https://t.co/eAHuk17tM1

[Elon Musk @elonmusk]

Cybercab at a fork in the road

[Elon Musk @elonmusk]

🇰🇷🇰🇷 Korea is Awesome 🇰🇷🇰🇷

[Elon Musk @elonmusk]

To the stars!

@SpaceX & @xAI are now one company

[Sawyer Merritt @SawyerMerritt]

BREAKING: Elon Musk’s 2018 CEO pay package from Tesla, worth some $56 billion when it vested, must be restored, the Delaware Supreme Court has just ruled.

TESLA AND ELON MUSK WON! 🥳

[Soybeans @Soybeans99]

"그러므로 너희도 준비하고 있어라. 너희가 생각하지도 않은 시각에 인자가 올 것이기 때문이다." 마태복음 24장 44절

[Elon Musk @elonmusk]

Tesla self-driving is incredible

[Tesla Optimus @Tesla_Optimus]

2.5 years

[Elon Musk @elonmusk]

It’s coming

[Tesla Korea @tesla_korea]

FSD 감독형
Next Destination: Korea
Coming Soon

[Tesla @Tesla]

A letter from Robyn Denholm

–––

Dear Fellow Shareholders,

On behalf of the entire Tesla Board, I want to extend our deepest gratitude for the overwhelming support you showed at this year’s Annual Meeting.

In particular, your resounding approval of Proposals One, Three and Four sends an unmistakable message: you support the vision embodied by Master Plan Part IV and want us to keep steering Tesla toward the extraordinary future we all see ahead.

A world that is not “zero-sum” but instead one in which we can and will accelerate global prosperity for all by creating a safer, cleaner and more enjoyable world.
In a year when many tried to sow doubt and negativity, you chose a better future.

You chose ambition. You chose to see what is possible. You chose to back the people who have been in the room since the earliest days, fighting for the mission that first brought us all together—a better world for humanity.

Your vote was about much more than governance of a company—it was a vote of confidence in our visionary leader, Elon. You looked past the noise and reaffirmed your belief in a trailblazer who has turned Tesla into one of the most valuable companies in history and who continues to push humanity closer to a future of sustainable abundance for all.

This idea is not just a slogan—as Elon noted at our meeting, it is about bringing about the best future you can imagine. Your support tells us that you believe in this mission as strongly as we do.

The Board could not be more excited for what comes next, and, as Elon also said on Thursday, this is not a new chapter for Tesla but a whole new book. The age of autonomy is no longer approaching—it is here. With transformative technologies such as Robotaxi and Optimus, we are bringing AI into the physical world.

We are on the cusp of what could be the largest value-creation event in Tesla’s history, and quite possibly in the history of humanity.

You, our shareholders, have given us the mandate and the runway to execute. We are humbled, and rest assured that we do not take that responsibility lightly.

Therefore, staying close to you has always been fundamental to how we lead. We have consistently prioritized direct engagement with our shareholders through multiple channels, including our Shareholder Platform and in-person events.

The feedback we receive directly from you, the owners of Tesla, informs our strategy and strengthens us. As we execute, we will keep listening and are committed to exploring opportunities to further empower shareholder voices.

Thank you for believing in Tesla. Thank you for standing with us. We look forward to years of bold leadership and pioneering innovation, fueled by our commitment to creating a better future for all.

Very truly yours,

Robyn Denholm
Chairperson of the Board of Directors

[Ashok Elluswamy @aelluswamy]

https://t.co/Jr4i7tHUCr

[Troy Teslike @TroyTeslike]

Hi everyone. Here’s my detailed calculation for Tesla’s Q3 2025 earnings:

Non-GAAP EPS:
• My Estimate: $0.66
• Analyst Consensus: $0.59

The last two columns show my estimate and the analyst consensus. Tesla will report the actual numbers tomorrow, October 22, after market close.

The $0.59 analyst consensus is based on Tesla’s survey of 23 analysts, known as the Company-Compiled Consensus, released on October 18.

[Tesla @Tesla]

Meet Model Y Standard & Model 3 Standard – our most affordable vehicles

Ultra-low cost of ownership, engineered for safety & comes with the best Tesla features you love

– 321 mi of range
– Extreme efficiency that takes you farther + saves you $$
– Minimal maintenance
– Can drive itself with your active supervision

What's included:
– Entertainment on a 15.4" center touchscreen (Tesla Theater w/ streaming platforms, Tesla Arcade w/ video games)

– Integrated @Grok AI

– Convenience + safety features (Sentry/Dog/Camp Mode, Trip Planner, Cabin Overheat Protection)

– Tesla app (Phone Key, Preconditioning, Sentry Live Camera View...)

– Heated first-row seats — dual-tone, w/ textile & vegan leather + a heated steering wheel

– Access to 70,000+ Superchargers globally

...And more. See it all on https://t.co/y3EMM1MocK

[Elon Musk @elonmusk]

Optimus at the Tron premiere

[Elon Musk @elonmusk]

Tesla Optimus learning Kung Fu

[Dan Ives @DivesTech]

We are raising price target on Tesla to $600 reflecting our view that an accelerated AI autonomous path is now on the horizon in 2026 and investors are underestimating the major transformation underway. We believe this will be the biggest growth chapter in Tesla’s history 🔥🐂

[Sawyer Merritt @SawyerMerritt]

NEWS: Piper Sandler analyst Alex Potter has increased his $TSLA price target to $500 (from $400), following a trip to China.

"After meeting with Chinese EV makers, we can see why Elon Musk respects these "fast followers" so much. Indeed, vertically-integrated Chinese OEMs may be Tesla's #1 competitive threat. But when it comes to "real world" A.l., these companies look to Tesla for guidance - not the other way around. In the words of one company. "Without Tesla going from 0 to 1, we cant go from 1 to 100." Bottom line: TSLA remains our top idea for investing in autonomous vehicles and robotics."

Alex added: "We think the catalyst path matters more to the valuation than 2026 estimates. It now seems FSD v14 will be released any day; we think this will prompt a higher multiple."

[Sawyer Merritt @SawyerMerritt]

Tesla Board Chair Robyn Denholm in new message to $TSLA shareholders:

"Tesla is not led by an ordinary CEO - it is led by a CEO who has proven his ability to create extraordinary growth and value several times over. Elon Musk is a once-in-a-generation visionary and, under his continued leadership, we have the potential to become the most valuable company in history.' But this requires a one-of-a-kind compensation structure that both retains and incentivizes him to make our vision a reality.

Our Board's Special Committee designed a 2025 CEO Performance Award to retain, motivate and incentivize Elon in a way that will be 100% aligned with Tesla shareholders.

Building upon the successful framework of the 2018 CEO Performance Award, we have created a pay-for-performance compensation plan that will deliver tremendous value for shareholders.

In other words, Elon will receive zero compensation, unless and until shareholders realize substantial value. Elon only gets compensated if shareholders win - and win big."

[Elon Musk @elonmusk]

TSLA up $69 to ~$420 as foretold in the prophecy