Electrified - Something Happened With FSD 14.2 / Optimus Actuator Production / Tesla's Latest Disappointment ⚡️
发布时间:2025-11-27 01:24:12
原节目
以下是视频内容的中文总结,涵盖了所有讨论的新闻项目:
**FSD 14.2 体验与评价:**
* **总体印象:** 经过7小时的城市/停车场驾驶后,主持人将14.2版本描述为“令人惊叹”,是相对于14.1版本的“巨大进步”。
* **改进:** 针对树叶的刹车以及普遍存在的抖动问题已“99.9%解决”。
* **侧方停车:** 首次看到车辆精准、果断且高效地完成侧方停车时,经历了一个“真正感到惊喜的时刻”。
* **驾驶行为:** 车辆让他在停车场车位之间自由穿梭,无需干预,表现得安全、舒适且有礼貌。
* **停车场表现:** 认为其在避让行人方面表现“令人难以置信”,并且“每次都能完美停车”,尽管有其他人报告倒退,但它没有出现任何倒退。
* **提醒系统:** 提醒系统没有放松;仍然是情境式的。停车时,用户可以自由地将视线移开,但在行驶中,视线离开道路约7秒后(有时最长达13秒)会显示蓝色警告。
* **基本右转:** 在交通从左侧高速驶来的基本右转时,由于犹豫,仍然感到不安。
* **车道选择:** 称赞了对历史车道选择问题的修复,指出车辆现在能正确选择最右侧车道直行,而不是选择仅限左转的车道。
* **犹豫示例:** 提到一次绕过一辆邮政卡车时,出现了“顿挫和犹豫”,伴随着不必要的刹车。然而,这是七小时内仅有的两次此类情况之一,标志着显著的进步。
* **结论:** 对进展非常满意,可以放心地载家人或朋友出行,并期待14.3版本。
**FSD 14.2 导航和路线规划问题(最突出问题):**
* **普遍问题:** 目前最突出的问题是“地图导航与车辆实际行驶路径之间的脱节”。
* **示例1(Country Fare):** 导航提示右转,但车辆却打左转向灯并左转,走了一条绕远路,多花费了几分钟。
* **示例2(道路施工区):** 车辆没有沿着前方道路行驶,而是右转,在停车场里绕行,然后随机停在了离目的地几英里外的地方,最终才回到正轨。
* **示例3(环岛):** 在一个有环形交叉路口的路段施工区域,车辆实际上是往回开,走了一条不必要地多出两英里的路线。
* **示例4(离开H-apole):** 导航提示右转,但车辆却左转,试图掉头,结果被卡住,朝目的地的反方向行驶,驶入一个停车场,掉头,最终才回到正轨,多花费了大约七分钟。
* **示例5(Dix到Men's Warehouse):** 对于一个就在停车场对面的目的地,车辆多次停在最初的Dix停车场,直到第三次尝试才最终开到Men's Warehouse。
* **修复希望:** 主持人认为,对特斯拉来说,这个问题应该是一个“相对容易的修复”。
**其他新闻与更新:**
* **自动雨刷:** 主持人表示特斯拉的自动雨刷“糟糕透顶”且“无法使用”,主张配备物理雨量传感器。
* **FANTIC X10 充气泵(赞助商):** 主持人极力推荐FANTIC X10 Cross,这是一款升级版的便携式空压机,称赞其多功能性(可为轮胎、球类、充气产品充气)、令人印象深刻的电池续航能力,以及其作为照明灯和移动电源的功能。提到了黑五促销活动,最高可享46折优惠。
* **奥斯汀的自动驾驶出租车车队:**
* Joe Tetmire报告称服务需求量大,导致该服务“无法使用”。
* Ethan McKenna指出,尽管服务区域扩大了10倍,车队增长却微乎其微(29辆),表示尚未准备好供公众使用。
* 埃隆·马斯克回应称,奥斯汀车队“下个月应大致翻倍”(到12月达到58辆)。
* 这与埃隆此前预测的年底500辆(以及湾区1000辆)相比“令人失望”。
* 特斯拉的车队密度(0.12辆/平方英里,如果翻倍则为0.24辆)仍比Waymo(在奥斯汀为2.25辆/平方英里)落后一个数量级。
* **对埃隆预测的批评:** 主持人批评埃隆在短期预测上严重失准,认为这让支持者失望,并为批评者制造了“攻击点”。他主张“少承诺多交付”。
* **加利福尼亚州Lost Hills超级充电站(绿洲):** 全球最大的超级充电站现已投入运营,完全离网运行,由太阳能和Megapacks供电。该项目在不到8个月内完成,展示了特斯拉的垂直整合能力。
* **优步“目的地乞讨”:** 强调了优步司机接受乘车后,因不满意目的地而驱车离开,迫使乘客取消订单的问题,这凸显了对自动驾驶出租车的需求。
* **FSD授权:** 特斯拉财务副总裁Sendiel Polani引述其他公司缺乏及时的OTA软件更新,作为FSD授权可行性低的原因。
* **瑞典罢工:** 哥德堡的新封锁行动已导致“All Around Lack”的所有特斯拉喷漆工作暂停,影响了保修维修和运输损坏修复,要求特斯拉寻找其他解决方案。
* **特斯拉在印度:**
* 首家集零售、服务、交付和V4充电于一体的特斯拉全服务中心将于11月27日在古鲁格拉姆开业。
* 特斯拉目前在印度拥有4个充电站(16个超级充电桩,10个目的地充电桩)。
* 自9月以来已售出约100辆Model Y。
* 特斯拉总经理表示,由于维护成本低和电费低于汽油,客户在4-5年内可节省22,000美元。
* 承认由于定价、进口关税和充电基础设施等原因,开局缓慢,但将其视为长期的品牌建设。
* **欧洲销售数据(1-10月累计,欧盟、EFTA、英国):**
* 整体纯电动汽车(BEV)市场增长26.2%。
* 插电式混合动力汽车(PHEV)市场增长32.9%。
* 特斯拉销量同比下降29.6%(减少75,807辆),市场份额从2.4%降至1.6%。
* 仅10月份销量就下降了48.5%。
* 尽管其他制造商也出现了下滑,但特斯拉的跌幅是显著的,并且在新车型更迭后的反弹并未实现。
* **特斯拉假日派对:** 特斯拉将于11月底/12月初在部分展厅举办公共假日派对,提供FSD试驾、玩具赠品并接受慈善捐款。
* **执行器制造:** 英属哥伦比亚省兰利的一则“技术项目经理,执行器制造”职位招聘,证实了特斯拉扩大内部执行器制造的计划,旨在实现长期成本节约和可靠供应。
* **英国电动汽车道路收费:** 自2028年4月起,电动汽车将支付每英里3便士的新道路费用,插电式混合动力汽车为每英里1.5便士,并每年根据通货膨胀进行调整。
* **Waymo噪音投诉(圣莫尼卡):** 圣莫尼卡市已命令Waymo停止在两个充电站的夜间充电,原因是居民投诉噪音问题,并威胁称,若不遵守将提起诉讼。
* **特斯拉股票:** 收盘价为426.58美元,上涨1.71%,成交量低于平均水平27%。
* **主持人感谢:** 对观众的持续支持表示感谢。
Here's a summary of the video transcription, including every news item discussed:
**FSD 14.2 Experience & Review:**
* **Overall Impression:** After 7 hours of city/parking lot driving, the host describes 14.2 as "wow" and a "massive step forward" from 14.1.
* **Improvements:** Braking for leaves and general jitters are "99.9% solved."
* **Parallel Parking:** Experienced a "genuine reaction moment" watching the car parallel park with precision, assertiveness, and efficiency for the first time.
* **Driving Behavior:** The car is taking him from parking spot to parking spot intervention-free, safely, comfortably, and courteously.
* **Parking Lot Performance:** Found it "incredible" at navigating pedestrians and "perfectly parking every single time," with no regressions despite reports from others.
* **Nag System:** Noticed no relaxation in the nag system; still situational. While stopped, users can look away freely, but in motion, a blue warning appears around 7 seconds of eyes being off the road (sometimes up to 13 seconds).
* **Basic Right Turns:** Still feels uneasy during basic right turns where traffic comes from the left at high speeds due to hesitation.
* **Lane Selection:** Praised fixes for historical lane selection problems, noting the car now correctly chooses the far-right lane to go straight instead of left-turn-only lanes.
* **Hesitation Example:** Noted one instance of "jerkiness and hesitation" when going around a mail truck, involving unnecessary braking. However, this was one of only two such instances in seven hours, marking significant improvement.
* **Conclusion:** Very pleased with the progress, comfortable taking family or friends for rides, and excited for 14.3.
**FSD 14.2 Navigation and Route Planning Issues (Most Glaring Problem):**
* **General Problem:** A "disconnect between the map navigation and where the car is actually going" is currently the most glaring issue.
* **Example 1 (Country Fare):** Navigation said go right, car signaled left and went left, taking a roundabout, circuitous route and adding minutes.
* **Example 2 (Road Work Area):** Instead of following the road ahead, the car took a right turn, drove around in a parking lot, and randomly parked miles away from the destination before eventually getting back on track.
* **Example 3 (Roundabout):** In a road work area with a roundabout, the car went effectively backwards, taking a route that would have added two miles unnecessarily.
* **Example 4 (Leaving H-apole):** Navigation said turn right, but the car went left, attempted a U-turn, got stuck, went the opposite direction of the destination, pulled into a parking lot, turned around, and finally got back on track, adding about seven minutes.
* **Example 5 (Dix to Men's Warehouse):** For a destination directly across a parking lot, the car parked in the initial Dix parking lot multiple times before finally driving to Men's Warehouse on the third attempt.
* **Hope for Fix:** The host believes this problem should be a "relatively easy fix" for Tesla.
**Other News & Updates:**
* **Auto Wipers:** The host states Tesla's auto wipers are "atrocious" and "unusable," advocating for a physical rain sensor.
* **FANTIC X10 Compressor (Sponsor):** The host highly recommends the FANTIC X10 Cross, an upgraded portable air compressor, praising its versatility (tires, balls, inflatables), impressive battery life, and its use as a light and power bank. Mentioned a Black Friday sale with up to 46% off.
* **Robotaxi Fleet in Austin:**
* Joe Tetmire reports high service demand, making the service "unusable."
* Ethan McKenna notes minimal fleet growth (29 vehicles) despite a 10x service area expansion, stating it's not ready for public use.
* Elon Musk responded that the Austin fleet "should roughly double next month" (to 58 vehicles in December).
* This is "disappointing" compared to Elon's previous prediction of 500 vehicles by year-end (and 1000 in Bay Area).
* Tesla's fleet density (0.12 vehicles/sq mile, 0.24 if doubled) is still an order of magnitude behind Waymo's (2.25 vehicles/sq mile in Austin).
* **Critique of Elon's Predictions:** The host criticizes Elon for making short-term predictions that are significantly off, arguing it disappoints supporters and creates "attack vectors" for critics. He advocates for "under promising and over delivering."
* **Lost Hills, CA Supercharger (Oasis):** The world's biggest Supercharging site is now operational, completely off-grid, powered by solar and Megapacks. It was completed in under 8 months, showcasing Tesla's vertical integration.
* **Uber "Destination Begging":** Highlighted issues with Uber drivers accepting rides, being unhappy with the destination, and then driving away to force the passenger to cancel, underscoring the need for robotaxis.
* **FSD Licensing:** Tesla's VP of Finance, Sendiel Polani, cited the lack of timely OTA software updates in other companies as a reason for low feasibility in licensing FSD.
* **Sweden Strikes:** A new blockade in Gothenburg has halted all Tesla paintwork at "All Around Lack," impacting warranty repairs and transport damage fixes, requiring Tesla to find another workaround.
* **Tesla in India:**
* First all-in-one full-service Tesla Center (retail, service, delivery, V4 charging) opens November 27th in Garuguram.
* Tesla now has 4 charging stations (16 Superchargers, 10 Destination Chargers) in India.
* About 100 Model Ys sold since September.
* Tesla's GM suggests customers could save $22,000 over 4-5 years due to low maintenance and electricity costs vs. petrol.
* Acknowledged a slow start due to pricing, import duties, and charging infrastructure, but sees it as long-term brand building.
* **European Sales Data (Jan-Oct Year-to-Date EU, EFTA, UK):**
* Overall BEV market is up 26.2%.
* PHEV market is up 32.9%.
* Tesla sales are down 29.6% year-to-date (75,807 fewer vehicles) and market share dropped from 2.4% to 1.6%.
* October sales alone were down 48.5%.
* While other manufacturers also saw declines, Tesla's drop was significant, and a rebound after new model changeovers has not materialized.
* **Tesla Holiday Parties:** Tesla is hosting public holiday parties at select showrooms in late November/early December, offering FSD demo drives, toy giveaways, and accepting donations for charity.
* **Actuator Manufacturing:** A job posting for a "Technical Project Manager, Actuator Manufacturing" in Langley, British Columbia, confirms Tesla's plan to expand in-house actuator manufacturing, aiming for long-term cost savings and reliable supply.
* **UK EV Road Charge:** Starting April 2028, EVs will pay a new road charge of 3 pence per mile, and PHEVs 1.5 pence per mile, with annual adjustments for inflation.
* **Waymo Noise Complaints (Santa Monica):** The city of Santa Monica has ordered Waymo to stop overnight charging at two stations due to resident complaints about noise, threatening litigation if not complied with.
* **Tesla Stock:** Closed at $426.58, up 1.71%, with volume 27% below average.
* **Host's Gratitude:** Expressed appreciation for his viewers' continued support.