$Tesla(TSLA.US) Over the weekend, a classmate visited the TSLA factory and TSLA diner, which brought some thoughts. The TSLA representative stated that the California factory has entered a strategic focus shift—Optimus and autonomous driving. Optimus's future target is an annual production of 1 million units (note: it's the future...). Looking further ahead, Texas will also invest in a production line for 10 million units of the second-generation Optimus. Regarding the $25 billion investment this year, subsequent investment in its related businesses will multiply. There is currently no intention to move TSLA's smart product line for manufacturing overseas. Rumors say the dozens of robots currently at the Shanghai factory are intended for application testing and grinding. Don't be misled by the media. Only when the business becomes profitable locally, production targets are met, and the Shanghai factory begins true replication and production, can institutional investors view it as positive. This year, the Shanghai factory still focuses on the Model Q. You can pay attention to the report on the new vehicle rollout in Q4 to deliveries in Q1 next year. As for the TSLA diner, the taste is average, and the price is on the high side (about $60 for two). Restaurant features: AI applications, immersive live rocket launch broadcasts, 80 V4 superchargers. When asked about future overseas restaurant expansion plans, there are none, but Shanghai is being considered. As for Starlink entering the market, personally, I think it's "the mantis stalks the cicada, unaware of the oriole behind."