$Tesla (TSLA.US)$
Financial analysis of 11 global automobile companies: Bright prospects for rising Tesla and BYD amid the EV shift, while traditional manufacturers are struggling - Nikkei Asian Review
*Paid article (free viewing section only)
"Despite a very challenging competitive environment, we are profitable." Tesla's CEO Elon Musk proudly stated during the earnings presentation for the July-September quarter. In contrast, Volkswagen's CFO, Arno Antlitz, expressed his regret, saying, "Our performance reflects a tough environment. Significant cost reductions and improved efficiency are necessary."
An analysis of the financial results of the selected top 11 companies based on revenue and passengers carried revealed that early adopters of the EV shift are performing well, while latecomers are experiencing declining profits, with a noticeable impact on performance across the board.
Toyota's final profit was 573.7 billion yen, maintaining the top profit spot, but decreased by 55%. Honda decreased by 61% to 100 billion yen, and nissan motor co fell into a final deficit of 9.3 billion yen.

New 30-Year Vision | SoftBank Group Co., Ltd.
If you watch the 2010 video of SoftBank's Son's New 30-Year Vision, you will understand how he foresaw the arrival of the AI era long ago.
SoftBank has been steadily moving forward by making offers to acquire Nvidia in the past (reportedly rejected by Mr. Huang), acquiring Arm, and taking steps that may not be perfect from the beginning but are moving forward steadily. I believe SoftBank is capable of competing with overseas competitors.

$Tesla (TSLA.US)$
Tesla to sell rechargeable batteries nationwide in collaboration with Yamada, targeting orders at 1000 stores, laying the groundwork for household renewable energy demand - Nikkei
Tesla isYamada HoldingsSelling home storage batteries at Yamada Holdings stores (Comprehensive 2今日のことば). Accepting orders for batteries at 1000 nationwide electronics retailers, combining them with Yamada's residences and photovoltaic facilities. A collaboration between battery storage and a major retailer, capturing the demand for renewable energy in households.

$SoftBank (9434.JP)$
SoftBank incurs 1 billion yen in shareholder benefits costs, still expecting to recover the investment.
The link appears garbled, but it is accessible. Article from IT Media Business Online.
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$NVIDIA (NVDA.US)$ $Advanced Micro Devices (AMD.US)$
AMD unable to win the bid for the chip for Nintendo Switch 2? Is power consumption a factor? - iPhone Mania
Will NVIDIA be used for Switch2 and AMD for PS6?
(Rumor) Partial excerpt
It seems that AMD was negotiating with nintendo co ltd to order the system-on-chip (SoC) for Switch2, but ultimately could not secure the order, as reported by the YouTube channel "Moore’s Law Is Dead".
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Even if SoC for Nintendo Switch 2 couldn't be ordered,AMD wins against Intel in the battle for the sony group corp PlayStation 6 chip orders as reported by Reuters.Reuters reported.
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Nintendo Switch 2 AMD Bid Didn't Go Through Due to Handheld Mode Performance and Efficiency; Leaks Suggest Excellent Battery Life

$Tesla (TSLA.US)$
Tesla's self-driving taxi, only 1 month left until the 'announcement date'! Will Mask's declaration become a reality? | Self-Driving Lab
Excerpt
Leading electric vehicle companyTeslaThe X day of an event is approaching. Sea CEO Elon Musk tweeted about the announcement date (August 8). With less than a month left, the countdown has finally begun.to commercialize self-driving taxi services.Regarding the Robotaxi business, what will Mr. Musk talk about? Mr. Musk, who has often made bold statements, is finally getting closer to the path to FSD self-driving cars? Will he announce a new roadmap and service overview? - The anticipation is already reaching its peak.
Let's delve into an overview of Tesla's Robotaxi business while referencing Mr. Musk's previous statements.
With reference to Mr. Musk's previous statements, let's get closer to the overview of Tesla's Robotaxi business.

$Tesla (TSLA.US)$
The impact of Tesla's decision to cut 500 positions in the charging department and close it down reveals the industry situation where it becomes convincing after hearing the inside story (Business + IT) - Yahoo! News.
Excerpt
What is Tesla's next move?
Tesla's next move aimed at streamlining charging is the introduction of robo-taxis using artificial intelligence (AI) and self-driving cars. Part of the recruitment of talent and fundraising for this purpose will likely be boosted by the recent reorganization of the charging department. From a management perspective, this can be considered the best strategy to advance and develop the company.
The information about the closure of the charging department that has been supporting Tesla caused a temporary drop in Tesla's stock price and raised concerns. Some speculated that Tesla, being pressured by Chinese-made EVs, could deteriorate its business, or even speculated on the broader trend of EVs, questioning if it would lead to a plateau, and whether it would be the era of hybrid vehicles (HV). However, all of these concerns are likely unnecessary.
While it is true that HV may have significantly increased sales compared to the previous year, HV was originally introduced by Toyota in 1997.After already 27 years since the introduction of the Prius, which did not sell well for nearly 30 years, it may now appear to be advancing rapidly. On the contrary, EVs such as the first generation Leaf in 2010 and Tesla Model S in 2012 have only been on the market for about 14 years and just over 10 years, respectively. Although EVs may sometimes increase or decrease sales according to the times, it would be premature to make short-sighted judgments like cooling off or coming to a standstill. The view that plug-in hybrid vehicles (PHEVs) will increase sales instead of EVs in the future is also a hasty conclusion. PHEVs are in a halfway position between EVs and HVs, and have a transitional aspect until EVs become popular. If you only drive short distances and still need to charge, HVs that do not require charging are sufficient. Even for long trips, currently EVs have longer single charge driving distances, so there are limited reasons to choose a PHEV that can only drive around 100km on electricity over an HV. Auto manufacturers, if they seek profits by taking a short-term view, may be tempted to engage in HVs or PHEVs. However, if Tesla's Supercharger becomes the standard in the United States, the driving range of EVs increases, and Chinese EVs achieve low prices, it is not difficult to imagine consumers considering EVs as their primary choice. It is hoped that auto manufacturers will engage in business activities with foresight towards such a future.The shock of Tesla's charging department's '500 layoffs and closure' reveals the industry situation behind the 'understand and agree' (business + IT) - Yahoo! News

$Tesla (TSLA.US)$
Tesla shares have dropped 40% from their peak...yet the 'Queen of Tech Stocks' predicts the stock price will more than 10x in three years, the 'biggest reason' (Daily Shincho) - Yahoo! News
Excerpt (only the last part)
Many investors were skeptical about Tesla's future, but one of the first to see the potential in Tesla and become famous was Cathy Wood, leading Ark Invest. She continued to invest in Tesla since it was below $15 in 2014, and by the end of 2021, the stock price had grown to about 27 times. Cathy is known for her 'disruptive innovation' investment style and is one of the '100 most influential women in the American financial industry'. In May of this year, there was an opportunity to hear her thoughts on Tesla's future at her office in Florida. She has set Tesla's target stock price for 2027 at $2000. Considering Tesla's current stock price is around $177, this implies an expected price increase of over 10x from here. According to Cathy, when Tesla stock reaches $2000, the c...

$Tesla (TSLA.US)$
Tesla held the first "Tesla Energy Tech Talk" in japan~ Accelerate the transition to sustainable energy - EVsmart Blog
Tesla's Japanese subsidiary, "Tesla Motors Japan", leading the shift to electric automobiles worldwide, changed its name to "Tesla Japan". They held the global promotional event "Tesla Energy Tech Talk" for the first time in Japan. Here is a report from the second day held in Nagoya.
Expanding business beyond the scope of auto manufacturers
On May 21, 2024, Tesla's Japanese subsidiary, "Tesla Motors Japan G.K.", announced that it has changed its name to "Tesla Japan G.K." effective May 20. The change is obvious. The word "Motors," meaning "automobiles," has been removed from the company name.
At its American headquarters, on February 1, 2017, Tesla Motors, Inc. changed its name to "Tesla, Inc." They have already removed "Motors" from the name. This shows that Tesla is more than just an automobile manufacturer...

$Tesla (TSLA.US)$
Tesla is set to introduce the 'FSD' driving support system in China.
Excerpt
Tesla, a leading American electric vehicle (EV) company, is getting closer to introducing the advanced driving support system 'FSD' as an optional feature. This system is set to be offered in the Chinese market.
On Tesla's Chinese website, on April 29th, the display of the FSD purchase application screen changed from 'Please wait for release' to 'Release coming soon.' Additionally, rumors have been circulating online in China that Tesla is recruiting volunteers to participate in advanced trial use of FSD for their EV owners.
FSD is a significantly evolved version of Tesla's driving assistance system, 'Autopilot.' Since its beta release in October 2020 for some American owners, it has undergone 11 major updates. Tesla aims to achieve fully autonomous driving through further improvements to FSD.