司機大哥

[Elon Musk @elonmusk]

Turns out the future does have flying cars

[Sawyer Merritt @SawyerMerritt]

Tesla Roadster event will be live-streamed on 𝕏 at 8:55 PM ET on Thursday! 🚀

[Elon Musk @elonmusk]

Timing is everything

[Cathie Wood @CathieDWood]

Bill Ackman’s post about inflation took me back to the late 1970s, when similar concerns were everywhere. What followed was stronger growth and falling inflation, helped by the PC and software revolution. We believe today’s innovation platforms could have an even greater impact.

Most people think our forecast for high single-digit real GDP growth is crazy. I understand why. We’ve spent our lives in a roughly 3% global growth world.

But look at AI. At a fixed level of performance, inference costs are falling 99.99% a year. Yet OpenAI’s annualized revenue run rate has jumped from $20 billion to $70 billion. As prices fall, demand explodes. We’ve never seen anything like this kind of growth!

We believe those cost declines will seep into the broader economy, lifting productivity and profitability while pushing inflation much lower than most investors expect. That’s “good deflation.” Interest rates could rise in that environment because real growth is stronger.

In this month's In The Know, I respond to Bill’s concerns, explain the research behind our outlook, and examine what credit markets are telling us about the AI investment boom. Watch it here: https://t.co/G0ikwI6QkN

[司機大哥 @r651107_ryan]

@Monmon_tw 左👈

[Elon Musk @elonmusk]

Due to high winds, the new Roadster demo is postponed by 2 weeks

[司機大哥 @r651107_ryan]

@Monmon_tw 好看

[司機大哥 @r651107_ryan]

Cool

[Robotaxi @robotaxi]

Our unboxed process for Cybercab assembles vehicle modules in parallel & frames the car in one step at the end.

This streamlines automation & reduces the line size by half, unlocking much greater production capacity.

The first real revolution in automotive manufacturing in over a century

[Elon Musk @elonmusk]

We redesigned Cybercab production for production over 5 times faster than conventional automotive manufacturing!

[Alan Chen @alanchen]

特斯拉刚放出 Cybercab 4K「开箱制造」全程视频，看着像科幻片，但比科幻更狠。26
一条产线的设计目标是：每 10 秒下线一辆无人出租车。长期极限目标直接拉到 5 秒一辆。 $TSLA
先感受一下这个数字有多离谱。
传统汽车总装线，一辆车过线大概要 30 到 60 秒。特斯拉自己目前全球最快的 Model Y 产线（上海），也要大约 34 到 35 秒。

Cybercab 一上来就要做到接近 3 到 4 倍的速度，远期甚至冲到 6 到 7 倍。这已经不像在造汽车，更像在造手机。

厉害的地方不在「机器人多」，而在整套逻辑被彻底重写了。
传统造车是「闭盒」：先焊出一个完整白车身，再塞进人、线束、内饰，工人和机器人都得钻进狭小空间里干活，产线必须一条直线往前挪，任何一个工位卡住，整条线都得停。

特斯拉这次用的是「开箱工艺」（Unboxed Process）：把车拆成 5 到 6 个大模块——前铸件、后铸件、左右侧围、预装好座椅和内饰的结构电池底板……这些模块在不同工位同时并行组装，最后才由 FANUC、ABB 机械臂一次性高精度合拢。工厂占地能少 40% 到 50%，人工成本大概能降 30%。产线看起来也不像传统车厂，更像高速消费电子装配线。

再加上一体压铸减少零件、外板用注塑直接带漆（传统烤漆车间这个大瓶颈被绕开），整车结构件数量大幅下降。车不是被「慢慢装出来」的，而是被「并行拼出来」的。
这才是真正可怕的地方：Robotaxi 要成规模，靠的不是多招几万工人，而是把单车制造成本、工厂面积和节拍同时打下来。10 秒一辆已经够夸张，如果真摸到 5 秒，一条线的理论年产能可以直接顶好几座传统整车厂。

视频里机器人在装底盘、合车身、装内饰，人和机器在同一条线上配合，最后整车直接从线尾开出来。上周发布会刚过，特斯拉就把 4K 完整工艺放出来，意思很明确——这不是概念，是已经在跑的产线。

汽车工业造了 100 年流水线，特斯拉这次是在用造电子产品的思维，重新定义「一辆车该怎么下线」。如果这条线真能按设计爬坡，便宜、海量的 Robotaxi 才有物理基础。否则再好的自动驾驶软件，也只是实验室玩具。

[Elon Musk @elonmusk]

A Storm of Cybercabs

[Elon Musk @elonmusk]

Congratulations to the Tesla Team!

10 million vehicles manufactured is an incredible amount of work.

[Travel Invest @travel_invest]

Almost Game Over~😱

휴스턴 로보택시 홈베이스.
하루 영업을 마친 Unsupervised Model Y 로보택시들이
스스로 주차 공간을 찾아 돌아오는 모습.

드론으로 찍은 야간 영상.
수십 대의 차량이 정확하고 부드럽게
빈 자리에 주차한다.

Robotaxi 스티커가 붙은 차들이
이미 현실에서 작동 중.

경쟁사들에게는
거의 게임 오버 수준.
#Tesla #Robotaxi #Unsupervised #FSD #로보택시

[司機大哥 @r651107_ryan]

@xiaoen_official 好看❤️

[Tesla @Tesla]

Q2 2026 Earnings Call https://t.co/zZS6ii2TWK

[Sawyer Merritt @SawyerMerritt]

U.S. based humanoid robotics company @1x_tech has just unveiled their new tendon-driven robot hands with 25 degrees of freedom (DOF).

• Made in USA
• Tendon Drive Ratio: 5:1–15:1
• Wrist Dexterity: 3 DOF
• Backdrivability: Fully backdrivable
• Tactile Sensing: Pressure + location + slip
• Finger Force: Up to 45 N
• Wrist Torque: 17.75 Nm
• Position Accuracy: ±0.2 mm
• Waterproof Rating: IP68
• Reliability: >2 million cycles

"These hands are designed to do something fundamental: remove the hardware ceiling on what humanoid robots can actually do, and make data the only barrier to capabilities. By matching or surpassing human hands across the dimensions that matter, they ensure our AI models are no longer limited by dexterity. NEO can now perform virtually any task a human can do with their hands– with the precision, adaptability, and gentleness required for real-world environments."

[谢嘉琪 Jiaqi @XieJackie]

🔥🔥历史性时刻！特斯拉Robotaxi正式完全无人运行！！特斯拉股价开始起飞！

🚨盈利模式正式开始从硬件一次性盈利转为软件持续盈利。那些不信会实现的华尔街分析师，要开始忙着更新估值模型，重新计算特斯拉的未来盈利了！

马斯克那么多年的大饼终于实现！恭喜特斯拉股东！

[Elon Musk @elonmusk]

That is the goal

[Elon Musk @elonmusk]

Happy New Year!

2026 will be a banger

[Elon Musk @elonmusk]

Running robot