광고 및 협찬 문의
beltjolaman@gmail.com
광고 및 협찬 문의
beltjolaman@gmail.com


Key Summary
In early August 2025, Elon Musk unveiled FSD (Full Self-Driving) V13 himself on X (formerly Twitter).
This version focuses on 100% vision-based autonomous driving, not map-based.
Improvements include more natural driving patterns and enhanced intersection recognition accuracy.
Why it matters
This isn’t just a routine update.
Tesla’s core technology = Full Self-Driving (FSD).
FSD V13 marks a crucial experiment to achieve true autonomous driving using “Vision Only”—no reliance on LIDAR or HD maps.
If it fails, critics will pounce. But if it succeeds, Tesla could become the undisputed leader in self-driving tech.
Key Summary
Tesla is in the final stages of negotiations with the Indian government to establish a factory.
Likely locations: Gujarat or Maharashtra.
The plan is to localize both EV production and sales in India.
Why it matters
This is part of Tesla’s strategy to reduce geopolitical risk from over-reliance on China.
A “second manufacturing hub” was essential.
India, now the world’s most populous country, also has a rapidly growing EV market.
If Tesla secures an early lead here,
it could directly impact long-term stock performance.
(And this is far more realistic than the hypothetical Apple Car.)
Key Summary
Tesla’s humanoid robot Optimus 2.0 is being tested in real factories in partnership with Japanese manufacturers.
Tests focus on repetitive tasks, assembly lines, and quality control automation.
Why it matters
Many overlook this, but Tesla’s ultimate vision is not just EVs—it’s AI and Robotics.
Optimus is at the core of that future.
And now, it’s starting to function in the real world.
This isn’t just a robot demo—it represents
the convergence of AI + hardware + reinforcement learning,
a true “system-thinking” breakthrough.
Those who laugh it off now may regret it in a few years.
Key Summary
In early August, Tesla lowered prices of the Model 3/Y across the U.S., Europe, and Korea.
In Korea, the Model 3 Long Range saw a cut of around 8 million KRW ($6,000),$30,000) range with subsidies.
making it possible to buy one in the 40 million KRW (
Why it matters
Tesla is aggressively pushing to expand market share.
But some critics say: “Isn’t this sacrificing profitability?”
Tesla isn’t a traditional car company.
It collects data through its products to gain technological dominance.
So this price cut isn’t just about sales—it’s a strategic move to attract more users and boost AI training volume.
Key Summary
Tesla’s stock surged 18% in August 2025.
The FSD V13 announcement, optimism around the India factory, and excitement over Optimus contributed to the rally.
Some Wall Street institutions have even raised their target prices.
Why it matters
After nearly a year of stagnation, Tesla is showing signs of momentum recovery.
Also, Q2 earnings beat expectations—confirming strong fundamentals.
However, with the recent sharp rise, analysts say further gains will require solid results or new events.
In short:
This is a short-term rebound—but the real rally hasn’t started yet.
구독을 신청하면 최신 게시물을 이메일로 받아볼 수 있습니다.
감사합니다