以下是视频中提到的每条新闻内容的摘要： **FSD 和 Robotaxi 最新动态：** * **FSD 14.1.7 推送：** FSD 14.1.7 正在向更多车主推送，尽管主持人拥有的两辆AI车辆仍停留在 14.1.4 版本。 * **亚利桑那州 TNC 许可获批：** 特斯拉在亚利桑那州的 TNC（交通网络公司）运营许可于 11 月 17 日获批，距离 11 月 13 日提交申请仅过去四天。 * **ADOT 网站信息过时：** 亚利桑那州交通部的 TNC 许可报告网站仍然过时，尚未列出特斯拉。 * **TNC 许可允许有人监督的乘车服务：** 获批的 TNC 许可允许特斯拉在亚利桑那州任何地方运营有人监督的网约车服务；目前尚不允许完全无人驾驶的付费乘车服务。 * **亚利桑那州无人驾驶要求：** 亚利桑那州不要求特定的完全无人驾驶许可。特斯拉只需提交两份文件：一份与执法部门的互动计划和一份车辆符合标准的自我认证声明。Waymo 已完成此自我认证流程。 * **埃隆关于有人监督启动的立场：** 埃隆·马斯克表示，在可预见的未来，每个新城市都将从车内配有监督员的服务开始。 * **亚利桑那州启动预测：** 亚利桑那州很可能是特斯拉 Robotaxi 下一个推出服务的州，可能在未来两周内，初期将是仅限邀请且配有监督员的服务，地点可能在凤凰城或坦佩。 * **CNBC 报道错误：** CNBC 关于特斯拉目标在 2026 年底前推出商业 Robotaxi 服务的报道被更正为 2025 年底前。 * **Robotaxi/RideHail 向所有 iOS 用户开放：** 特斯拉已向所有能下载应用的用户开放其 Robotaxi（奥斯汀）和 RideHail（湾区）运营服务，结束了仅限邀请阶段。目前仅支持 iOS 设备。 * **Android 应用处于测试阶段：** 对 Robotaxi 应用的反编译发现 Android 版本处于“非活跃测试阶段”的证据，可能在年底前推出。 * **无官方车队规模更新：** 特斯拉尚未提供车队规模的官方更新。 * **等待时间参差不齐：** 奥斯汀的零星报告等待时间从 4 分钟到 43 分钟不等。 * **奥斯汀新路线：** 据报道，奥斯汀的 Robotaxi 正在比以前更多的道路上行驶，包括 MLK 大道。 * **预计车队扩张：** 一旦安全监督员被移除（可能在未来 30 天内），预计奥斯汀的车队规模将显著增加。 * **Whole Mars 的批评性评论：** Whole Mars 指出，特斯拉的 Robotaxi 服务经常有令人恼火的长时间等待（15-25 分钟以上）或不可用，导致他转而使用 Waymo 或 Uber。 * **Robotaxi 定价低廉：** 特斯拉的 Robotaxi 服务始终比竞争对手便宜很多。 * **安全监督员睡着：** 一段热传视频显示，一名特斯拉在湾区的安全监督员在乘车过程中在方向盘前睡着了。 * **Kyle Conner 称赞 FSD：** 长期以来对 FSD 持怀疑态度的 Kyle Conner 称新款 Model Y 上的 FSD “真正令人难以置信”。 * **FSD 鹿检测：** 一段视频显示，FSD 在黑暗中迅速减速以避开一头穿过马路的鹿。 * **FSD 14 大规模推出暗示：** 一位特斯拉 AI 项目经理对 Holmar 关于 FSD 14 将“向大众大规模部署”的预测回复了一个“眼睛表情符号”。 * **特斯拉在欧洲招聘 FSD 操作员：** 特斯拉正在匈牙利布达佩斯、捷克共和国布拉格、柏林和德国普吕姆招聘车辆操作员进行数据收集。 * **捷克共和国 L3 级自动驾驶法律：** 捷克共和国一项新法律将从 2026 年 1 月 1 日起启用 L3 级自动驾驶。 * **欧盟 FSD 有人监督推出预测：** 专家 Kees Roland Cap 预测，到 2027 年 4 月（乐观情况下为 2026 年 3 月），FSD 将在至少一个欧洲国家实现有人监督的推出。 **XAI 与基础设施：** * **XAI 沙特数据中心：** 埃隆·马斯克宣布 XAI 将与 Humane（沙特阿拉伯国家人工智能计划）合作建设一个 500 兆瓦的数据中心，初期为 50 兆瓦阶段，由英伟达 GPU 提供支持。 * **沙特贡献：** 沙特阿拉伯将为该数据中心提供土地、廉价能源（预计每年可比美国站点节省数亿美元）和资金。 * **GROQ 在沙特部署：** 该协议包括在沙特政府和私营部门全国范围内部署 GROQ。 * **沙特项目规模：** 这个 500 兆瓦的项目预计将是 Colossus 1 期（150 兆瓦）规模的三倍多。 * **Colossus 2 的 Megapack：** XAI 孟菲斯正在 Colossus 2 安装价值超过 3.75 亿美元的特斯拉 Megapack。 **特斯拉产品与服务：** * **特斯拉餐厅变更：** 特斯拉餐厅的主厨 Eric Greenspan 即将离职。该餐厅预计将在 1 月份前转变为全服务餐厅，从目前的混合式快餐/得来速模式转型。 * **新款 Model Y 欧洲 NCAP 评级：** 新款 Model Y 获得了欧洲 NCAP 五星评级，在更严格的协议下，其对弱势道路使用者和儿童乘员保护方面的得分优异。 * **新款 Model Y 功能：** 新增功能包括分心和微睡眠检测，以及用于直接检测儿童存在状态的车内雷达。 * **75,000 个超级充电桩：** 特斯拉充电正在庆祝全球超充桩数量已达 75,000 个，并以一个冰川蓝色充电桩作为标志。 * **哥伦比亚试驾活动：** 特斯拉将于 11 月 21 日起在哥伦比亚波哥大提供试驾活动。 * **木制玩具套装：** 特斯拉推出了一款售价 60 美元，以 Tesla Semi 和 Cybertruck 为特色的木制玩具套装。 * **欧洲充电卡整合：** 特斯拉欧洲应用程序现在支持 34 种充电卡，未来还将增加 40 多种，以满足雇主/租赁公司电动汽车充电卡的普遍使用需求。 **行业与竞争：** * **得州超级工厂税收减免审查：** 特拉维斯县正在审查特斯拉 2020 年针对得州超级工厂的税收减免计划。与“Tesla Take Down”相关的律师 Amanda Marzulo 声称合同条款松散并可能被违反，威胁提起诉讼。 * **斯特兰蒂斯采用 NACS：** 斯特兰蒂斯宣布，其在北美（2026 年初）、日本和韩国（2027 年）的部分纯电动汽车将采用 NACS（北美充电标准），从而获得超级充电站的使用权。 * **Jeep Recon EV 详情：** Jeep Recon EV 发布，起售价 65,000 美元，预估续航里程 250 英里。 * **ZUX 探索者计划：** ZUX 已在旧金山向其等待名单上的用户（此前仅限员工）开放免费的“探索者计划”，目标是到 2026 年取消等待名单。ZUX 目前在拉斯维加斯和旧金山约有 50 辆 Robotaxi。 * **ZUX 的商业障碍：** ZUX 在提供付费商业乘车服务之前，其定制的 Robotaxi 仍需获得 CPUC 许可和 NHTSA 批准。 * **Waymo 扩张：** Waymo 本周正在迈阿密推出运营/测试，未来几周将在达拉斯、休斯顿、圣安东尼奥和奥兰多展开，预计明年将全面推出。 * **保时捷 Cayenne EV：** 保时捷 Cayenne EV 发布，起售价 111,000 美元，配备 11kW 无线充电功能，预计明年夏末前交付。 **埃隆与财务：** * **埃隆出席白宫晚宴：** 埃隆·马斯克出席了由唐纳德·特朗普主持的、与沙特首相共进的晚宴，这是他自离开“Doge”的职务后首次访问白宫。 * **埃隆的估值预测：** 埃隆表示，特斯拉的“英伟达股票时刻”（指估值大幅增长的时刻）将随着大规模无人监督自动驾驶的实现而到来，而当擎天柱（Optimus）实现量产时，将迎来更大的“时刻”。 * **特斯拉股价表现：** 特斯拉股价收于 403.99 美元，上涨 0.68%，交易量低于平均水平 14%。

Here's a summary of every news item mentioned in the video: **FSD & Robotaxi Updates:** * **FSD 14.1.7 Rollout:** FSD 14.1.7 is rolling out to more owners, though the host's two AI vehicles are still on 14.1.4. * **Arizona TNC Permit Approved:** Tesla's TNC (Transportation Network Company) permit for Arizona was approved on November 17th, just four days after applying on November 13th. * **ADOT Website Outdated:** The Arizona Department of Transportation website's TNC permit report is still outdated and does not yet list Tesla. * **TNC Permit Allows Supervised Rides:** The approved TNC permit allows Tesla to operate supervised ride-hailing services anywhere in Arizona; it does not yet permit fully driverless paid rides. * **Arizona Driverless Requirements:** Arizona does not require a specific fully driverless permit. Tesla will only need to submit two documents: a law enforcement interaction plan and a self-certification statement that vehicles meet criteria. Waymo has already completed this self-certification process. * **Elon's Supervised Launch Stance:** Elon Musk stated that each new city will start with supervisors in cars for the foreseeable future. * **Arizona Launch Prediction:** Arizona is likely the next state for Tesla's Robotaxi launch, potentially within the next two weeks, starting as invite-only with supervisors, likely in Phoenix or Tempe. * **CNBC Reporting Error:** CNBC's report on Tesla aiming for a commercial Robotaxi service before the end of 2026 was corrected to before the end of 2025. * **Robotaxi/RideHail Open to All iOS Users:** Tesla has opened its Robotaxi (Austin) and RideHail (Bay Area) operations to anyone who can download the app, ending the invite-only phase. It is currently iOS-only. * **Android App in Staging:** A decompile of the Robotaxi app found evidence of an Android version in "inactive staging," possibly launching by year-end. * **No Official Fleet Size Update:** Tesla has not provided official updates on fleet size. * **Mixed Wait Times:** Anecdotal wait times in Austin range from 4 minutes to 43 minutes. * **New Routing in Austin:** Robotaxis in Austin are reportedly routing on more roads than before, including MLK Boulevard. * **Expected Fleet Expansion:** A significant fleet size increase in Austin is expected once safety monitors are removed, possibly within the next 30 days. * **Whole Mars' Critical Review:** Whole Mars noted that Tesla's Robotaxi service often has annoyingly long waits (15-25+ minutes) or is unavailable, leading him to use Waymo or Uber. * **Low Robotaxi Pricing:** Tesla's Robotaxi service is consistently much cheaper than competitors. * **Safety Monitor Falls Asleep:** A viral clip showed a Tesla safety monitor in the Bay Area falling asleep at the wheel during a ride. * **Kyle Conner Praises FSD:** Long-time FSD skeptic, Kyle Conner, called FSD on the new Model Y "genuinely incredible." * **FSD Deer Detection:** A clip showed FSD rapidly decelerating to avoid a deer crossing the road in the dark. * **FSD 14 Mass Rollout Hint:** A Tesla AI program manager replied with an "eyes emoji" to Holmar's prediction of FSD 14 being "unleashed on the masses." * **Tesla Hiring FSD Operators in Europe:** Tesla is hiring vehicle operators for data collection in Budapest (Hungary), Prague (Czech Republic), Berlin, and Prum (Germany). * **Czech Republic Level 3 Autonomy Law:** A new law in the Czech Republic will enable Level 3 autonomy starting January 1st, 2026. * **EU FSD Supervised Rollout Prediction:** Expert Kees Roland Cap predicts a supervised FSD rollout in at least one European state by April 2027 (optimistic scenario: March 2026). **XAI & Infrastructure:** * **XAI Saudi Data Center:** Elon Musk announced a partnership between XAI and Humane (Saudi Arabia's national AI initiative) to build a 500-megawatt data center, starting with a 50-megawatt phase, powered by Nvidia GPUs. * **Saudi Contributions:** Saudi Arabia will provide land, cheap energy (expected to save hundreds of millions annually compared to US sites), and capital for the data center. * **GROQ Deployment in Saudi:** The deal includes nationwide deployment of GROQ in Saudi government and private sectors. * **Scale of Saudi Project:** The 500MW project is expected to be more than three times larger than Phase 1 of Colossus 1 (150MW). * **Megapacks at Colossus 2:** XAI Memphis is installing over $375 million worth of Tesla Megapacks at Colossus 2. **Tesla Products & Services:** * **Tesla Diner Changes:** Eric Greenspan, the head chef at the Tesla diner, is leaving. The diner is expected to convert to a full-service restaurant by January, shifting from a hybrid quick-service/drive-in model. * **New Model Y Euro NCAP:** The new Model Y received a 5-star Euro NCAP rating, with superior scores for vulnerable road users and child occupant protection under stricter protocols. * **New Model Y Features:** Added features include distraction and micro-sleep detection, and in-cabin radar for direct child presence detection. * **75,000 Supercharger Posts:** Tesla Charging is celebrating 75,000 global Supercharger posts now live, marked by a glacier blue stall. * **Colombia Demo Drives:** Tesla is offering demo drives in Bogota, Colombia, starting November 21st. * **Wooden Playset:** Tesla launched a $60 wooden playset featuring the Tesla Semi and Cybertruck. * **European Charge Card Integration:** The Tesla app in Europe now supports 34 charge cards, with 40+ more coming, catering to the common use of employer/leasing company EV charge cards. **Industry & Competition:** * **Giga Texas Tax Rebate Review:** Travis County is reviewing Tesla's 2020 tax rebate plan for Giga Texas. Attorney Amanda Marzulo, associated with "Tesla Take Down," claims contract terms are loose and potentially violated, threatening litigation. * **Stellantis Adopts NACS:** Stellantis announced the adoption of NACS (North American Charging Standard) for certain BEVs in North America (early 2026), Japan, and South Korea (2027), granting Supercharger access. * **Jeep Recon EV Details:** The Jeep Recon EV was unveiled with a $65,000 starting price and an estimated 250 miles of range. * **ZUX Explorer Program:** ZUX has opened its free "Explorer program" in San Francisco to people on its waitlist (previously employee-only), aiming to remove the waitlist by 2026. ZUX currently has about 50 robotaxis in Las Vegas and San Francisco. * **ZUX Commercial Hurdles:** ZUX still needs a CPUC permit and NHTSA approval for its custom-built robotaxis before offering paid commercial rides. * **Waymo Expansions:** Waymo is rolling out operations/testing in Miami this week, and in Dallas, Houston, San Antonio, and Orlando in the coming weeks, with full launches expected next year. * **Porsche Cayenne EV:** The Porsche Cayenne EV was unveiled, starting at $111,000, featuring 11kW wireless charging, with deliveries expected by the end of next summer. **Elon & Financials:** * **Elon at White House Dinner:** Elon Musk attended a dinner with Saudi's Prime Minister hosted by Donald Trump, marking his first White House visit since leaving his role at "Doge." * **Elon's Valuation Prediction:** Elon stated Tesla's "Nvidia stock moment" (major valuation change) will occur with unsupervised self-driving at scale, and an even larger one with Optimus reaching volume production. * **Tesla Stock Performance:** Tesla's stock closed at $403.99, up 0.68%, with trading volume 14% below average.