谢嘉琪 Jiaqi
@XieJackie
软件工程师
特斯拉股票深度研究
吃透马斯克言论，预判股价走向
Joined May 2012
496 Following 39.4K Followers
大家总说特斯拉市值超过了丰田大众那些车企的总和。这就好像说谷歌超过了一些报纸公司的总和。🤣
汽车公司本质上只是个零件组装商，他们甚至自己都不造零件。而特斯拉的车只是目前实现他们AI的媒介。以后的媒介会变成机器人，甚至是为登陆火星而专门设计的各种形态。🚨特斯拉价值来自AI，而不是车。
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Tesla is now worth more than Toyota, Volkswagen, GM, Ford, BMW, Honda, Mercedes, and Stellantis combined.
Meet the Cybercab: two seats, no wheel, no pedals, and built to drive itself at scale from Gigafactory Texas.Tesla's bet is that the future isn't cars people drive, it's a fleet that works for you. A car that picks up riders while you sleep. That earns money instead of losing it. That scales like software, not like a factory.
Tesla stopped being a car company years ago. It just took the rest of the world this long to notice. Wall Street already sees it. The only question left is how fast the rest of the world catches up.
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