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  1. SEC 8-K · Tesla76

    特斯拉发布2026年一季度产量交付数据:生产超40.8万辆、交付超35.8万辆、储能装机8.8 GWh

    特斯拉公布2026年一季度生产超过408,000辆汽车、交付超过358,000辆,并部署8.8 GWh储能产品。其中Model 3/Y生产394,611辆、交付341,893辆,其他车型生产13,775辆、交付16,130辆,交付量环比变化约1%和2%。

    AI 生成摘要 · 以原文为准

    关注理由:特斯拉按季度惯例披露产量、交付量与储能装机数据,为观察其汽车交付节奏和储能业务放量提供了官方口径。

3月31日周二
3月29日周日
  1. Tesla Optimus34

    加入 Optimus 团队,做你人生中最有影响力的工作!

    AI 生成摘要 · 以原文为准

    引用Konstantinos Laskaris@K0nstantin0s_

    A fitting analogy for the pace at which Tesla has been making progress over the years is that of a Formula One car, whose peak acceleration increases in proportion to its speed as a result of enhanced traction generated by aerodynamic downforce. Our goal is to get Optimus to high-volume production as fast as possible. If your passion is designing drive systems, electronics, sensors, dynamic harness, cameras, body or hand structures and you want to overcome micron tolerancing challenges, and accelerate the scalability of humanoid robot manufacturing, this is the opportunity for you! You will learn a ton and make a huge impact! Apply here: https://www.tesla.com/careers/search/?site=US&query=optimus

3月25日周三
2月6日周五
  1. Tesla Optimus50

    Optimus 训练

    AI 生成摘要 · 以原文为准

    引用Dwarkesh Patel@dwarkesh_sp

    .@elonmusk told me he plans to build “Optimus Academy” to train an army of humanoid robots. > “millions of simulated robots in the simulated world” > “tens of thousands of robots in the real world, to close the simulation to reality gap.” Why? There’s two big differences between the way Tesla will train humanoid robots and the way it built Full Self-Driving. - FSD only requires learning three degrees of freedom: turning, accelerating, braking … and a humanoid robot has to learn how to coordinate 50+ joints. - You can sell a Tesla without FSD, which allows you to collect the millions and millions of hours of driving data needed to bootstrap your model ... but you can’t sell an Optimus that hasn’t learned how to do stuff yet. The Optimus Academy is Elon’s attempt to build the data flywheel that Tesla got for free with FSD.

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