SUN

🤖Optimus 供应商 进展： ① 浙江荣泰 - 周产能 落地 = 50台 - 未来2个月交付 ≈ 550台 ② 斯菱智驱 - V3 谐波减速器 单台需要 = 16个 - 产能 = 100万 - 对应明年机器人产量 ≈ 6万~7万台 - 设备安装阶段 = 7月 - 进入批量量产 = 8月/9月 $TSLA

Peru was able to hand-count over 90% of its 27 million ballots last night

ㅡ 넷플릭스 ‘참교육’ 드라마가 나타난 이유 한 서산의 중학교에서 학생이 소화기를 분사하는데 아무 제재도 없음 심지어 친구들이 “씩씩하다”며 응원함 당사자는 이 영상을 본인 SNS에 당당히 올리고 “징계만 받고 끝났다”는 발언을 하면서 반성의 기미를 보이지 않음 이게 현실입니다 아무도 말 할 수 없고 더 이상 학교는 배우는 곳이 아닌거 같네요 현실은 드라마보다 더하다는게 관계자들 목소리입니다

I organized an intervention to stop Elon from starting SpaceX. Here is the story... Twenty five years ago, Elon and I sat in a car on a dark stretch of Long Island highway, two neurodiverse geeks staring at the night sky and wondering what came next. We had both experienced substantial exits and felt the weight of possibility ahead of us. When I joked about 'space' while gazing upward, neither of us imagined we were planting the seed for what would become the largest IPO in history. We spent the next two hours debating why space was so hard. In the end, rockets are fuel and metal. We also debated where to go, and it was crystal clear that Mars was the only real destination. Upon returning to NYC, we embarked on a global tour of space, meeting space agencies and luminaries worldwide. This opened our eyes to an industry stuck in bureaucratic thinking. If things continued at that pace, it was clear that we would never explore space in our lifetime. So, we launched Life to Mars to show the world that two ambitious young men (29 and 30 years old), could send life to Mars without any government backing or support. We planned to send and grow plants on Mars, though some were pushing us to send mice. We had a $50 MM budget that rested on our purchase of two Russian ICBMs for $7 MM each. We assumed one ICBM would fail, and we would learn and fix everything before launching again. When Elon went back to actually buy the ICBMs, the Russians tripled the price, bringing out launch costs from a total of $14 MM to $42 MM. Our ambitious Life to Mars plan was no longer viable. As you might imagine, Elon was not pleased. So, he decided to start SpaceX and create his own Mars rockets. Now, this is a crazy idea, both now and at the time, so I organized a large panel of top space experts, and we ambushed him at the Georgian Hotel one morning. It was set up like an intervention for an alcoholic, but for space. Elon looked me in the eye when leaving the room and said, "I am going to do this." The intervention failed. Elon was committed. The rest is history. I am excited to see this IPO after 25 years of hard work. What SpaceX has done is a testament to human will and overcoming insurmountable obstacles. It's nothing short of amazing. Congratulations, E. Amazing.

They are disappearing

為特斯拉最後一次叫春 特斯拉目前已在奧斯汀、達拉斯、休斯頓等地發佈了36個帶有 RTX（Robotaxi） 標籤的招聘崗位。 將這些崗位串聯分析後可以發現：特斯拉幾乎沒有招聘自動駕駛相關工程師，招募的全部是運營一家無人出租車公司所需的人員。 具體招聘崗位可歸納為以下五類： 1車輛日常運營人員：負責車輛洗車、充電、檢測與日常維護，並明確要求能上夜班，以確保車輛7×24小時持續運營。 2事故響應專員：專門處理無人車上路後的各類緊急情況，保障乘客安全，並配合急救等工作。 3定價管理人員：負責搭建類似Uber的動態定價系統（例如高峰期加價機制）。 4房地產管理人員：負責選址、租賃土地，用於建設充電站和車輛清潔運營站點。 5物流管理人員：負責將車輛分批運輸至各城市，進行規模化部署。 核心結論：
這一系列招聘動作釋放出一個非常清晰的信號——特斯拉在內部已徹底度過“無人車能不能開”的技術難關。Robotaxi項目已從實驗室的技術研發階段，正式進入“如何把它當作一門生意去運營、去賺錢”的實際落地階段，並在組織架構上全面配齊運營團隊。 隊伍組建之後就是具體落地，春天已經來啦，春天已經來啦，春天已經來啦！