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共检索到 3 篇相关深度研报

Macro & Geopolitics · 2026年10月10日 · V-G Club Curator

The Hostage Ledger: Musk’s Starlink Brinkmanship Across India and China

Elon Musk attacks India's domestic telecoms while honoring Beijing's absolute ban on Starlink. The divergence is not hypocrisy; it is the cold calculus of asset exposure, regulatory permeability, and sovereign red lines.

Future of Work & Solo Enterprise · 2026年10月1日 · V-G Club Curator

The Friction Ceiling: Engineering the Next-Gen Tesla Roadster and the SpaceX 'A71' Package

An analytical deep dive into the production-ready Tesla Roadster, deconstructing the 'A71' SpaceX cold-gas thruster kit, the physics of sub-one-second acceleration, and the 48V steer-by-wire architecture.

Macro & Geopolitics · 2026年9月21日 · V-G Club Curator

The Arithmetic of Labor: Tesla, BYD, and the Divergent Ledgers of Global Manufacturing

Beyond the surface-level debate over corporate benefits lies a rigid mathematical divide: a 7x gap in revenue per employee. An analysis of 2024 financials reveals why Tesla’s 'Engineering Minimalism' and BYD’s 'Vertical Human Sea' operate on two incompatible economic planes.