another 2 eye catches (亮點）in its Q3 report:
1) AI and chip development: Tesla’s in-house AI chip (AI Five) and real-world AI initiatives were highlighted as critical long-term differentiators. Musk described AI Five as “40 times better than the AI Four chip,” and stressed the importance of vertical integration and proprietary chip design for future autonomy and robotics projects.
2) Services Revenue: Tesla reported $3.48 billion in services revenue, surpassing analyst expectations of $3.26 billion by 7%. This segment, which includes income from Supercharging, maintenance, and other aftermarket services, reflects Tesla’s growing ecosystem and recurring revenue potential. The beat highlights the strength of Tesla’s service infrastructure, which is becoming a more significant contributor to profitability as the installed base of vehicles grows.--- 我以為這一點對TSLA 今後穩定的cash flow 非常重要
