In early 2026, Tesla reached a critical turning point. At a media briefing on February 6, Tao Lin, Tesla's Global Vice President, stated that Tesla is streamlining its vehicle lineup and allocating over USD 20 billion in annual capital expenditures to computing centers, humanoid robots, and energy networks, having transformed into a technology company centered around AI, robotics, and energy. The fluctuation in delivery volumes in 2025 was due to production line adjustments for model transitions. Tesla adheres to a minimalist SKU strategy, believing that multiple SKUs will be meaningless in the future era of autonomous driving. Technologically, Tesla has not blindly followed the trend of 800V high-voltage fast charging but instead pursues the optimal overall experience, emphasizing foundational technological innovations. For instance, the dry electrode process for its 4680 batteries has already entered mass production. Through relentless OTA (Over-the-Air) updates, Tesla has conducted 58 OTA updates in the past four years, introducing over 105 significant new features. Its full-stack self-developed approach ensures a highly integrated and enduring system. FSD (Full Self-Driving) is the soul of Tesla, with its global cumulative driving mileage surpassing 12 billion kilometers. Tesla has established a training center in China and is actively advancing preparations for FSD's entry into the Chinese market, also willing to open up FSD capabilities to more automakers. Additionally, Tesla plans to achieve mass production of Optimus in 2026, marking a crucial step forward in its humanoid robot business.