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Tesla Just Hit Its POINT OF NO RETURN

Questions to inspire discussion.

📈 Q: What is the potential annual production capacity for Cybercabs at full speed? A: At full speed with multiple production lines, Tesla’s Cybercab production could reach 2 million vehicles per year.

Tesla’s FSD and Autonomous Driving.

🧠 Q: When is FSD14 expected to be released? A: FSD14 is anticipated to be released in September 2025.

🚗 Q: What capability will FSD14 enable for Tesla vehicles? A: FSD14 will enable unsupervised robo taxi operation for Tesla vehicles.

đŸ’Œ Q: How might Tesla’s FSD subscription model change? A: Tesla’s FSD subscription could become mandatory for new vehicle purchases.

EBITDA vs Milestones: The Real Unlocks in Elon’s 2025 Comp Plan

Questions to inspire discussion.

đŸ€– Q: How will Tesla’s CyberCab production differ from traditional assembly? A: CyberCab production will be unboxed with Tesla bots, not humans, using four major pieces that snap together like Lego, making it faster and more efficient.

🚕 Q: What is Tesla’s approach to building its robotaxi network? A: Tesla plans an Airbnb-style network using existing cars and fast-built CyberCabs to reach 1 million robotaxis and $50 billion EBITDA within 1–2 years after launch.

🌆 Q: How might the robotaxi network impact urban landscapes? A: The network could make transportation cheaper for everyone, especially older people and non-drivers, potentially transforming cityscapes and encouraging suburban expansion.

Financial Targets.

💰 Q: What are the market cap milestones in Tesla’s compensation plan? A: The plan requires reaching a $2 trillion market cap initially, with subsequent milestones up to $8.5 trillion, requiring sequential achievement.

Tesla Board Announces Elon Musk $1T Pay To Make TESLA $8.5T

Questions to inspire discussion.

đŸ’Œ Q: How could Elon Musk’s ownership stake in Tesla change with this package? A: Musk’s ownership could increase to over 25% if he achieves all 12 tranches, potentially taking 10 years to complete, with voting rights granted earlier upon milestone achievement.

📊 Q: What is the significance of the proxy vote on September 15th? A: The proxy vote determines share count and equity incentive plan, potentially giving Musk voting rights for remaining shares from the 2018 package, accelerating his path to 20% ownership.

Tesla’s Growth and Profitability Targets.

📈 Q: What is Tesla’s final profitability target in the compensation plan? A: The plan targets $400 billion in EBITDA, comparable to Meta, Alphabet, and Microsoft at their $8.5 trillion market cap, suggesting Tesla’s potential value could reach $15–16 trillion.

🚗 Q: What are the specific product-related milestones in the plan? A: Key milestones include 20 million vehicles delivered, 10 million FSD subscriptions, 1 million robo taxis deployed, and 1 million bots delivered over a 5–10 year timeframe.

Tesla Can’t Stop Winning. *Even* MORE Epic Robotaxi News

Questions to inspire discussion.

🌐 Q: How quickly will Tesla expand its robo taxi service? A: Tesla plans to rapidly expand access to its ride-hailing service in the Bay Area and robo taxi service in Austin, Texas, by scaling its fleet and improving autonomous driving technology.

🚕 Q: What impact will Tesla’s robo taxi service have on the ride-hailing industry? A: Tesla’s service is expected to disrupt traditional ride-hailing, potentially becoming the most cost-effective option for customers while advancing sustainable energy transition.

Revenue and Profitability.

📈 Q: How will the robo taxi service affect Tesla’s revenue? A: The service is anticipated to generate significant revenue for Tesla, leveraging its cost advantage and autonomous technology to become potentially the most profitable ride-hailing option.

🔋 Q: How does the robo taxi service align with Tesla’s broader mission? A: The service supports Tesla’s ambition statement of accelerating the world’s transition to sustainable energy while offering a competitive and cost-effective transportation solution.

Nissan confirms design studio data breach claimed by Qilin ransomware

Nissan Japan has confirmed to BleepingComputer that it suffered a data breach following unauthorized access to a server of one of its subsidiaries, Creative Box Inc. (CBI).

This came in response to the Qilin ransomware group’s claims that they had stolen four terabytes of data from CBI, including 3D vehicle design models, internal reports, financial documents, VR design workflows, and photos.

“On August 16, 2025, suspicious access was detected on the data server of Creative Box Inc. (CBI), a company contracted by Nissan for design work,” stated a Nissan spokesperson to BleepingComputer.

HUGE: Elon’s “Macrohard” AI — His CRAZIEST Idea Ever

Questions to inspire discussion.

Industry Disruption.

🏱 Q: How might traditional companies be affected by AI simulations? A: Traditional firms like Microsoft could see their valuation drop by 50% if undercut by AI clones, while the tech industry may experience millions of jobs vanishing, potentially leading to recessions or increased inequality.

đŸ€– Q: What is the potential scale of AI company simulations? A: AI-simulated companies like “Macrohard” could become real entities, operating at a fraction of the cost of traditional companies and disrupting markets 10 times faster and bigger than the internet’s impact on retail.

Regulatory Landscape.

📊 Q: How might governments respond to AI-simulated companies? A: Governments may implement regulations on AI companies to slow innovation, potentially creating monopolies that regulators would later need to break up, further disrupting markets.

Legacy Auto & Fake News Freaking Out Over Tesla Robotaxis & Autonomy

Questions to inspire discussion.

🚕 Q: What real-world application of Tesla’s FSD technology is currently operating? A: Tesla Road, a robo taxi service in Austin, Texas, allows paid customers to ride in Teslas that are literally driving themselves, demonstrating Tesla’s FSD supervised technology in action.

đŸ›» Q: How are Cybertruck owners responding to their vehicles? A: Cybertruck owners, including celebrities Theo Von and Kat Williams, describe their vehicles as unique experiences that feel like “driving in the future”, forming a small but enthusiastic group.

💰 Q: What financial challenge is Rivian facing in the EV market? A: Rivian faces a $100 million deficit due to the Trump administration’s rollback of fuel economy standards, compounded by high price points and lack of profitability per vehicle, making it difficult to compete with Tesla.

đŸ€ Q: What recent partnership has Honda formed for autonomous driving development? A: Honda and Helm AI have entered a multi-year joint development agreement to accelerate Honda’s Navigate on Autopilot system for highway and urban autonomy, though it’s not full autonomy and requires constant driver attention.

Media Coverage of Tesla.

ERMAC Android malware source code leak exposes banking trojan infrastructure

The source code for version 3 of the ERMAC Android banking trojan has been leaked online, exposing the internals of the malware-as-a-service platform and the operator’s infrastructure.

The code base was discovered in an open directory by Hunt.io researchers while scanning for exposed resources in March 2024.

They located an archive named Ermac 3.0.zip, which contained the malware’s code, including backend, frontend (panel), exfiltration server, deployment configurations, and the trojan’s builder and obfuscator.

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