以下是转录中讨论的新闻摘要，涵盖所有新闻条目： **特斯拉机器人出租车和自动驾驶技术：** * **内华达州自我认证完成：** 特斯拉已在内华达州完成机器人出租车的自我认证流程，允许其在该州道路上部署自动驾驶汽车。 * **商业运营需NTA批准：** 若要进行商业运营（收取乘车费用），特斯拉仍需获得内华达州交通管理局（NTA）的批准。 * **埃隆的2025年目标：** 埃隆·马斯克在第三季度财报电话会议中表示，特斯拉预计到2025年底将在内华达州、佛罗里达州和亚利桑那州开展运营。 * **付费服务时间表：** NTA通常在30天内审查并颁发许可证，这表明有安全驾驶员的付费机器人出租车服务有望在今年年底前在内华达州推出，具体取决于特斯拉的紧迫性。 * **监管框架：** 最初，配备安全驾驶员的机器人出租车将属于内华达州的交通网络公司（TNC）框架。对于无驾驶员操作，它们将转为自动驾驶车辆网络公司（AVNC）框架，可能在2026年第二季度左右。 **FSD (完全自动驾驶) 更新：** * **FSD 14.2 早期访问发布：** FSD 14.2 已向早期访问小组推出。 * **神经网络视觉编码器升级：** 主要新功能是升级后的神经网络视觉编码器，利用更高分辨率的特征，改善对紧急车辆、道路障碍物和人类手势（如挥手）的处理。一位工程师称其为“不小的更新”。 * **未确认参数数量10倍增长：** 14.2版本预期增加的参数数量在发布说明中并未明确提及。 * **车内FSD新统计数据：** 车辆现在显示“自动驾驶里程”与“总里程”的对比计数器，以及FSD行驶里程的百分比，消除了对第三方应用程序来获取此基本指标的需求。 * **驾驶前调整设置：** 用户现在可以在启动自动驾驶行程*之前*调整速度配置文件和目的地停车设置，而不是只能在之后调整。 * **早期反馈 - 平稳性与急刹车：** 许多早期访问测试者报告称14.2版本流畅得多，实现了“零刹车抽搐”和“零犹豫”，并且“急刹车”问题（尤其是针对树叶）已基本消失。 * **早期反馈 - 驾驶员监控系统 (DMS)：** 关于DMS（驾驶员监控系统）放松程度的报告褒贬不一；有些人表示它更放松了，另一些人则仍然很快收到蓝色闪烁警告。 * **早期反馈 - 潜在退步：** 一些用户报告了停车场的倒退问题（方向盘抽搐、转错弯）。“疯狂麦克斯”模式可能被“削弱”（变慢）。 * **埃隆预告FSD 14.3：** 埃隆·马斯克表示14.3版本是“拼图的最后一块终于落位的地方”，可能指的是10倍参数模型、推理能力或其他功能，并暗示它可能在今年发货。 * **FSD展现类似人类的感知能力：** 一段视频显示FSD 14.1.7进行无保护左转，并为一个人类可能错过的滑板车停下，突显了FSD 360度视野的优势。 * **FSD在韩国（非官方）：** 一段视频显示FSD 14.1.4在韩国被使用，尽管特斯拉韩国最近宣布“即将推出”，且在美国/加拿大以外地区没有官方的14版本发布。体验是积极的，FSD处理了导航偏差。 **特斯拉政策与市场：** * **欧洲自动辅助转向取消Beta标识：** 随着FSD 14的推出，欧洲的自动辅助转向功能已失去其测试版（Beta）称号，现在具有三种不同严重程度的“请注意”提示。 * **欧盟FSD推广影响：** “接近国界，FSD功能可能不可用”的信息暗示了在欧洲的分阶段推广。特斯拉正积极与欧洲监管机构合作，并发布公开帖子鼓励用户联系当地机构，这暗示存在监管障碍。 * **奥斯汀机器人出租车服务问题：** 报告显示，特斯拉在奥斯汀“彻底毁了用户体验”，原因是在没有相应车队规模扩大的情况下向公众开放了机器人出租车服务，导致需求旺盛和长时间等待。 * **Model Y Performance 更新：** * **新电池组：** 采用在堪萨斯州制造的全新松下NMCA（镍钴锰铝）电池。可用容量81.4千瓦时，总容量84千瓦时。 * **充电速度：** 10-80%充电需30分钟，被批评与竞争对手相比速度较慢。主持人提醒不要过早对超快速充电造成的长期损耗下结论。 * **新屏幕：** 配备16英寸（从15.4英寸升级）1200尼特QHD显示屏，边框更窄，像素更多。 * **解耦制动：** 采用解耦制动系统（线控制动带液压超控），与Model 3 Performance不同。 * **车辆对外供电（V2L）：** 首款非Cybertruck车型，通过通用移动连接器（2千瓦）支持V2L，并将兼容特斯拉PowerShare家庭备用电源系统。 * **暂无赛道模式。** * **加拿大上市：** 现在可在加拿大配置器上购买，售价75,000加元。 * **全球电动汽车联盟调查结果（27,000名受访者）：** * **政策支持：** 全球83%的电动汽车车主认为需要政策措施来促进电动汽车销售。 * **政治规避：** 全球53%的电动汽车车主表示会因政治原因避免某些汽车品牌。在全球范围内，特斯拉是41%的受访者最想避免的品牌，在美国受访者中这一比例跃升至52%。主持人指出，尽管对所有调查都持怀疑态度，但这可能会对特斯拉的品牌产生实质性影响。 * **电动汽车满意度：** 86%的电动汽车车主对其电动汽车非常满意，高于去年的82%。 * **特斯拉在波士顿测试：** 一辆配备激光雷达验证车顶架的特斯拉在马萨诸塞州波士顿进行测试时被发现。同时注意到，在马萨诸塞州皮博迪有一个“AI安全操作员”（负责数据收集）的招聘职位。 * **特斯拉租赁计划扩展：** 特斯拉新的租赁计划正在扩展到另外五个地点：奥斯汀、纳什维尔、波士顿、沃斯堡和休斯顿，并正在招聘“租赁准备专家”。这种快速扩张被视为令人鼓舞。 * **Model S和X在中国：** Model S和X现已在中国上市，但仅通过现货或库存车辆销售。 * **Model Y和3在哥伦比亚推出：** Model Y配置器已在哥伦比亚上线，起价1.199亿哥伦比亚比索（约合3.2万美元），这是一个“极具竞争力”的价格点，旨在与比亚迪竞争或削弱其市场份额。预计2026年第一季度交付。 **特斯拉能源与充电：** * **澳大利亚Megapack项目：** Tag Energy正在建设澳大利亚最大的风力发电场，将使用168个特斯拉Megapack XL储能系统。施工将于2024年初开始，2027年中期完成。Tag是特斯拉的长期客户。 * **北美首个第三方拥有超级充电站：** 北美首个由特斯拉管理但由第三方拥有的超级充电站已在佛罗里达州兰奥莱克斯开业。企业拥有场地，特斯拉管理充电设备，企业可以对充电器进行品牌化。 * **Edenred在欧洲整合超级充电站：** 车队充电网络Edenred已将其欧洲网络中的特斯拉超级充电站整合，允许车队司机通过一张卡或一个应用程序访问超过20,000个超级充电站。 * **特斯拉能源App实时天气：** 特斯拉应用程序的主屏幕现在为Powerwall、太阳能、壁挂式充电器和PowerShare站点提供实时天气（云、雨、雪）信息。 * **第三季度超级充电站投票获胜者：** 显示了第三季度超级充电站投票的获胜站点列表，第四季度投票现已开放。 **更广泛的电动汽车与宏观新闻：** * **Electrify America在加州投资：** Electrify America将在2029年前向加州追加投资2.5亿美元，目标是在该州建设超过1,000个已签约的充电车位（占其全国目标的四分之一）。 * **10月份CPI报告取消：** 由于政府停摆，美国劳工部取消了10月份的消费者物价指数（CPI）通胀报告，这是月度CPI报告首次被直接取消。 **其他特斯拉新闻：** * **特斯拉因车祸被起诉（车门与加速）：** 特斯拉因一起致命车祸被起诉，原告声称车辆断电后车门无法打开，且汽车突然自行加速。主持人提醒用户了解如何操作机械式车门应急开启装置。特斯拉正在重新设计车门把手，以便在紧急情况下更直观地操作。 * **埃隆·马斯克的薪酬方案：** 埃隆·马斯克回应了关于他薪酬方案的“FUD”（恐惧、不确定和怀疑），表示他尚未获得其中任何一部分，并欢迎相信特斯拉成功的投资者“分享成果”。 * **特斯拉股价表现：** 特斯拉股价当日收盘下跌1.05%，报391.9美元，而纳斯达克100指数上涨0.77%，特斯拉的交易量高于平均水平18%。

Here's a summary of the news discussed in the transcription, including every single news item: **Tesla Robotaxis & Autonomy:** * **Nevada Self-Certification Complete:** Tesla has completed the self-certification process for robotaxis in Nevada, allowing them to deploy autonomous cars on Nevada roads. * **Commercial Operation Requires NTA Approval:** To operate commercially (charge for rides), Tesla still needs approval from the Nevada Transportation Authority (NTA). * **Elon's 2025 Target:** Elon Musk stated in the Q3 call that Tesla expects to operate in Nevada, Florida, and Arizona by the end of 2025. * **Paid Service Timeline:** The NTA typically reviews and issues permits within 30 days, suggesting a paid robotaxi service with safety drivers could launch in Nevada before the end of the year, depending on Tesla's urgency. * **Regulatory Frameworks:** Initially, robotaxis with safety drivers will fall under Nevada's Transportation Network Company (TNC) framework. For driverless operations, they would move to the Autonomous Vehicle Network Company (AVNC) framework, likely around Q2 2026. **FSD (Full Self-Driving) Updates:** * **FSD 14.2 Early Access Release:** FSD 14.2 has rolled out to the early access group. * **Neural Network Vision Encoder Upgrade:** The main new feature is an upgraded Neural Network Vision Encoder, leveraging higher resolution features to improve handling of emergency vehicles, road obstacles, and human gestures (like waving). An engineer called it "not a small update." * **No Confirmed 10x Parameter Increase:** The anticipated increase in parameter count for 14.2 is not explicitly mentioned in the release notes. * **New In-Car FSD Stats:** Cars now show a counter for "self-driving miles" versus "total miles" and the percentage of miles driven on FSD, eliminating the need for third-party apps for this basic metric. * **Adjust Settings Before Drive:** Users can now adjust speed profile and destination parking *before* starting a self-driving trip, rather than only after. * **Early Feedback - Smoothness & Brake Stabbing:** Many early access testers report 14.2 is much smoother, with "zero brake twitching" and "zero hesitation," and that "brake stabbing" issues (especially for leaves) are largely gone. * **Early Feedback - Driver Monitoring System (DMS):** Mixed reports on DMS relaxation; some note it's more relaxed, others still get blue flashes quickly. * **Early Feedback - Potential Regression:** Some users reported regressions in parking garages (steering wheel twitching, wrong turns). Mad Max mode might be "nerfed" (slower). * **Elon Teases FSD 14.3:** Elon Musk stated 14.3 is "where the last big piece of the puzzle finally lands," possibly referring to a 10x parameter model, reasoning, or other features, and suggests it could ship this year. * **FSD Demonstrates Human-Like Awareness:** A clip showed FSD 14.1.7 making an unprotected left and stopping for a scooter that a human might have missed, highlighting FSD's 360-degree view advantage. * **FSD in South Korea (Unofficial):** A video showed FSD 14.1.4 being used in South Korea, despite Tesla Korea's recent "coming soon" announcement and no official version 14 releases outside the US/Canada. The experience was positive, with FSD handling navigation deviations. **Tesla Policy & Market:** * **Autosteer in Europe Loses Beta Designation:** With FSD 14, Autosteer in Europe has lost its beta designation and now features three different severity levels for "pay attention" nags. * **EU FSD Rollout Implications:** The message "approaching a country border, FSD features might become unavailable" suggests a phased rollout in Europe. Tesla is actively working with European regulators, and a public post encouraged users to contact local authorities, implying regulatory hurdles. * **Austin Robotaxi Service Issues:** Reports indicate Tesla "completely nuked the user experience" in Austin by making the robotaxi service public without proportional fleet scaling, leading to high demand and long wait times. * **Model Y Performance Updates:** * **New Battery Pack:** Uses a completely new Panasonic NMCA cell (Nickel Cobalt Manganese Aluminum) built in Kansas. Usable 81.4 kWh, gross 84 kWh. * **Charging Speed:** 30 minutes for 10-80%, which was criticized as slow compared to competitors. The host cautioned against premature conclusions on long-term degradation from ultra-fast charging. * **New Screen:** Features a 16-inch (up from 15.4), 1200 nits, QHD display with thinner bezels and more pixels. * **Decoupled Braking:** Uses a decoupled braking system (brake-by-wire with a hydraulic override), different from the Model 3 Performance. * **Vehicle-to-Load (V2L):** First non-Cybertruck to support V2L via the Universal Mobile Connector (2 kW) and will be compatible with the Tesla PowerShare backup system for vehicle-to-home. * **No Track Mode Yet.** * **Canadian Availability:** Now available on the Canadian configurator for $75,000 CAD. * **Global EV Alliance Survey Results (27,000 respondents):** * **Policy Support:** 83% of EV drivers worldwide believe policy measures are needed to boost EV sales. * **Political Avoidance:** 53% of EV owners (globally) said they would avoid certain car brands for political reasons. Tesla was the top brand to avoid at 41% globally, jumping to 52% among US respondents. The host noted this could have a material impact on Tesla's brand, despite skepticism about all surveys. * **EV Satisfaction:** 86% of EV drivers are very satisfied with their EV, up from 82% last year. * **Tesla Testing in Boston:** A Tesla with a LiDAR validation rooftop rack was spotted testing in Boston, Massachusetts. A job posting for an "AI Safety Operator" in Peabody, MA (for data collection) was noted. * **Tesla Rental Program Expansion:** Tesla's new rental program is expanding to five additional locations: Austin, Nashville, Boston, Fort Worth, and Houston, with "Rental Readiness Specialist" positions being filled. This quick expansion is seen as encouraging. * **Model S and X in China:** Now available in China, but only via in-stock or inventory vehicles. * **Model Y and 3 Launch in Colombia:** The Model Y configurator is live in Colombia, starting at 119.9 million Colombian pesos (approximately $32,000 USD), an "incredibly aggressive" price point aimed at competing with or undercutting BYD. Deliveries are expected Q1 2026. **Tesla Energy & Charging:** * **Australian Megapack Project:** Tag Energy is building Australia's largest wind farm, which will use 168 Tesla Megapack XLs. Construction starts early 2024, completion mid-2027. Tag is a repeat Tesla customer. * **First Third-Party Owned Supercharger in North America:** The first Supercharger managed by Tesla but owned by a third party has opened in Land O'Lakes, Florida. The business owns the property, Tesla manages the charging equipment, and the business can brand the chargers. * **Edenred Integrates Superchargers in Europe:** Edenred, a fleet charging network, has integrated Tesla Superchargers into its network, allowing fleet drivers to access over 20,000 Superchargers with a single card or app. * **Tesla Energy App Live Weather:** The Tesla app's home screen now features live weather (clouds, rain, snow) for Powerwall, Solar, Wall Connector, and PowerShare sites. * **Q3 Supercharger Voting Winners:** The list of winning sites for Q3 Supercharger voting was displayed, and Q4 voting is now open. **Broader EV & Macro News:** * **Electrify America California Investment:** Electrify America will invest an additional $250 million in California through 2029, aiming for over 1,000 contracted charging bays in the state (representing a quarter of their national goal). * **October CPI Report Cancelled:** The US Labor Department cancelled the October CPI inflation report due to the government shutdown, the first time a monthly CPI report has been outright cancelled. **Other Tesla News:** * **Tesla Sued Over Crash (Doors & Acceleration):** Tesla is being sued over a fatal crash where the plaintiff claims doors didn't open after power loss and the car suddenly accelerated on its own. The host reminded users to know how to operate mechanical door releases. Tesla is working on redesigning door handles for better intuition in emergencies. * **Elon Musk's Pay Package:** Elon responded to "FUD" about his pay package, stating he hasn't earned any of it yet and welcoming investors to "share in the outcome" if they believe in Tesla's success. * **Tesla Stock Performance:** Tesla stock closed the day down 1.05% at $391.9, while the NDX was up 0.77%, with Tesla's volume 18% above average.