以下是特斯拉2024年第二季度财报电话会议的关键要点总结，重点关注埃隆·马斯克的开场白以及随后的问答环节： **Robotaxi和自动驾驶进展** 埃隆·马斯克强调了特斯拉在德克萨斯州奥斯汀成功推出Robotaxi服务，强调了平稳且安全的客户体验。 奥斯汀的服务区域将显著扩大，超过竞争对手的产品，并预计在几周内进一步扩张。 正在寻求在亚利桑那州、佛罗里达州和其他州的启动监管批准，目标是在今年年底覆盖大约一半的美国人口，但需获得监管部门的批准。 强调了对安全的谨慎态度。 即使是需要人工监督的自动驾驶，特斯拉也认为这是一个重要的卖点，尽管在欧洲和中国获得监督型FSD的批准仍在等待中。 正在与荷兰进行谈判，以期在欧盟范围内获得批准。 美国安全地理区域内的眼动追踪要求将放宽，以解决客户对严格性的抱怨。 目前的量产型自动驾驶版本落后于Robotaxi软件，计划弥合差距并改善自动驾驶体验。 **财务业绩和展望** 特斯拉承认取消电动汽车补贴以及关税带来的负面影响。他们预计未来这些取消以及为保持竞争力而增加的平均售价（ASP）压力将继续产生影响。 **Optimus机器人开发** Optimus人形机器人项目正在推进中，Version 3具有精美的设计，并且没有重大缺陷。预计将于明年开始生产Optimus 3。马斯克设想大规模生产将迅速扩大，目标是在五年内达到每年一百万台的产量。他进一步强调，Optimus将是特斯拉有史以来最重要的产品，尽管有反对者，特斯拉将实现他们设定的目标。 **人工智能和Dojo超级计算机** 特斯拉在完全自动驾驶（FSD）软件方面取得了显著进展，预计现有硬件上的参数数量可能增加10倍。能源也是一个重点。特斯拉的人工智能密度是迄今为止现实世界中最好的。Dojo 2预计将于2025年大规模运行，拥有相当于10万个A200的能力。埃隆认为DOJO III 将与AI6芯片融合。 **特斯拉的未来** 埃隆·马斯克阐述了特斯拉从前自动驾驶时代向后自动驾驶时代转变的未来愿景。 他谈到正在制定新的总体规划来反映这种转变。 如果特斯拉有效地执行其计划，马斯克相信该公司将成为世界上最有价值的公司。

Here's a summary of the key points discussed during the Tesla Q2 2024 earnings call, focusing on Elon Musk's opening remarks and the subsequent Q&A session: **Robotaxi and Autonomy Advancements** Elon Musk highlighted the successful launch of Tesla's robotaxi service in Austin, Texas, emphasizing the smooth and safe customer experience. The service area is set to expand significantly in Austin, exceeding competitors' offerings, with expectations for further expansion within weeks. Regulatory approvals are being pursued for launches in Arizona, Florida, and other states, aiming to cover approximately half of the US population by the end of the year, pending regulatory clearance. Emphasis was placed on a cautious approach to safety. Even with supervised self-driving, Tesla sees a significant selling point, though supervised FSD approval in Europe and China remains pending. Discussions are ongoing with the Netherlands to gain approval within the EU. There will be a loosening of eye-tracking requirements in safe geographic areas within the US, addressing customer complaints about its strictness. The production autopilot version is currently behind the robotaxi software, with plans to bridge the gap and improve the autopilot experience. **Financial Performance and Outlook** Tesla acknowledged the negative impacts of the repealing of EV credits as well as tariffs. They do expect future impacts of these repeals, as well as increasing ASP pressure in order to remain competitive. **Optimus Robot Development** The Optimus humanoid robot project is progressing, with Version 3 featuring an exquisite design and no major flaws. Production of Optimus 3 is expected to begin next year. Musk envisions mass production scaling rapidly, targeting one million units per year within five years. He further emphasized that Optimus will be the most important product ever made by Tesla, and that despite naysayers, Tesla will achieve what they set out to do. **AI and Dojo Supercomputer** Tesla is making significant improvements in its full self-driving (FSD) software, anticipating a potential 10x increase in the parameter count on existing hardware. Energy is also a focus. Tesla’s AI density is by far the best in the real world. Dojo 2 is expected to be operational at scale in 2025 with 100,000 A200 equivalents. Elon sees DOJO III converging with the AI6 chip. **The Future of Tesla** Elon Musk articulated a vision of Tesla's future transformation from the pre-autonomy era to a post-autonomy world. He spoke of working on a new master plan to reflect this shift. If Tesla executes its plan effectively, Musk believes the company will become the most valuable in the world.