以下是内容的中文翻译： 《电动化》节目的主持人迪伦·卢米斯（Dylan Lumis）以“否认”为主题拉开了本期节目的序幕，这源于出行平台Lift首席执行官的言论，他否认了自动驾驶汽车在“未来很多年内”会广泛普及。Lift首席执行官提及技术不成熟、监管机构尚未准备好以及消费者缺乏兴趣等问题，并预测到2030年，自动驾驶汽车在Lift业务中的占比将不到10%，称自动驾驶汽车是昂贵的资产折旧问题，每辆车成本高达25万至30万美元。 卢米斯对此进行了反驳，强调指出Waymo车辆更便宜（10万至15万美元），而搭载FSD的二手特斯拉仅需3万至4万美元，暗示消费者会优先选择经济实惠的方案。他批评这位首席执行官忽视了Waymo和特斯拉在自动驾驶方面的进展。埃隆·马斯克对Lift首席执行官的回应是“L-O-L”。然而，摩根士丹利承认特斯拉在自动驾驶领域的领先地位是其重要的竞争优势，并预测到2026年将有1000辆特斯拉机器人出租车，到2035年将达到100万辆，尽管卢米斯认为特斯拉将更快地实现1000辆的目标。 播客随后谈到了关于特斯拉在加州因“Autopilot”和“FSD”营销问题被暂停销售30天的报道。特斯拉北美公司澄清说，这只是一项消费者保护指令，与客户投诉无关，销售活动仍在不间断进行。加州车管局（DMV）已对该禁令发布了永久中止令，给予特斯拉60天时间来处理其营销术语，特斯拉表示已经完成或计划完成此项工作。“FSD supervised”这一名称源于2023年11月车管局指控后，特斯拉停止使用“全自动驾驶能力”（full self-driving capability）的说法。卢米斯批评车管局，鉴于安全数据，不应将重点放在营销上，而应为机器人出租车的普及做好准备。 其他新闻： * **柏林超级工厂电池生产：** 柏林超级工厂经理安德烈·蒂雷克（Andre Tirek）宣布，将投资近1亿美元，到2027年实现8吉瓦时（GWh）的4680电池生产，将电池到整车制造整合到欧洲。这约占柏林超级工厂Model Y产量（电池需求）的三分之一。 * **特斯拉4680电池与干法电极：** 埃隆·马斯克承认干法正极面临挑战（“比我们想象的要困难得多”），但他重申了特斯拉扩大电池生产的目标，并表示特斯拉制造了“世界上最高效的电池”（每千瓦时成本最低）。新的专利申请显示了特斯拉采用新型复合粘合剂材料的“第二代干电极（DBE）方法”，表明干电极技术仍在持续发展。据报道，2024年9月4680电池的最新生产里程碑是年化产能达到17吉瓦时，预计两年内将达到40-50吉瓦时。 * **特斯拉Semi：** 加州HVIP（重型汽车激励项目）数据显示，特斯拉Semi已获得2023年全部Class 8（重型卡车）补贴券中的917张，占未来采购市场份额的75-90%，这表明一旦明年量产开始，市场需求将非常强劲。 * **Rivian的传感器融合：** RJ·斯卡林奇（RJ Scaringe）解释了Rivian的传感器融合方法，即使用激光雷达和毫米波雷达补充摄像头（具有更好的动态范围），以更快地训练其神经网络，这与特斯拉的纯视觉方案有所不同。埃隆·马斯克仍然对激光雷达持怀疑态度，他通过对Luminar破产消息的“捂脸”表情包回应表达了这一点。 * **福特电动汽车困境：** 据报道，福特在电动汽车业务上损失惨重，原因包括规模不足、供应链议价能力差以及经销商网络的内部阻力。尽管F-150 Lightning在第三季度销量（1万辆）超过了Cybertruck，但它仅占F-150总销量的3-4%，这进一步证实了主持人的观点，即福特将推迟其电动汽车承诺。 * **特斯拉FSD体验：** 韩国政治家、出行和科技政策立法者李素英（Lee So Young）在试乘后高度赞扬了特斯拉的FSD，称其为“一项成熟的技术”，将极大地改变日常生活。 * **特斯拉保险：** 特斯拉保险已在佛罗里达州悄然推出，这是其进入的第13个州，得益于该州保险市场的改善。目前，它仅对新的特斯拉车主开放。 * **Cybertruck安全性：** Cybertruck荣获IIHS 2025年度最高安全选择奖（Top Safety Pick+），成为唯一一款电动皮卡和仅有的两款在日益严格的要求下达到最高安全评级的卡车车型之一，这驳斥了早前的安全担忧。 * **Model YL在中国销量：** 11月，高端Model YL在中国特斯拉总计4.7万辆Model Y销量中占据1.3万辆（27%），这有助于提高平均销售价格。 * **欧盟排放政策：** 欧盟正提议放宽新车的排放规定，可能允许插电式混合动力车和增程式汽车在2035年之后继续销售，而非完全禁止燃油车，将排放削减目标从100%降至90%。 * **Waymo估值：** 据报道，Waymo正在寻求以1000亿美元的估值筹集10亿美元，尽管其年收入运行率为3.5亿美元，并且导致Alphabet的“其他押注（OtherBets）”业务每年亏损40-50亿美元。卢米斯指出这一点，是为了与那些批评特斯拉估值过高的人进行对比。 特斯拉股价当日收盘下跌4.62%，报467.26美元，交易量比平均水平高出33%。本期节目最后是赞助商Extra的广告。

Dylan Lumis, host of "Electrified," opened the episode with a theme of "denial," triggered by the CEO of Lift's comments dismissing widespread autonomous self-driving cars for "years and years to come." The Lift CEO cited undeveloped technology, unprepared regulators, and consumer disinterest, projecting less than 10% of Lift's business from AVs by 2030, and calling AVs an expensive asset depreciation issue at $250-300,000 per vehicle. Lumis countered, highlighting that Waymo vehicles are cheaper ($100-150k), and used Teslas with FSD are $30-40k, suggesting consumer choice will follow affordability. He criticized the CEO for ignoring Waymo's and Tesla's progress. Elon Musk responded to the Lift CEO with "L-O-L." Morgan Stanley, however, acknowledged Tesla's leading autonomous driving as a significant competitive advantage and predicted 1,000 Tesla Robotaxis by 2026 and a million by 2035, though Lumis believes Tesla will hit 1,000 much sooner. The podcast then addressed reports of a 30-day suspension for Tesla sales in California over "Autopilot" and "FSD" marketing. Tesla North America clarified it was a consumer protection order, not related to customer complaints, and sales continue uninterrupted. The California DMV has issued a permanent stay on the suspension, giving Tesla 60 days to address its marketing terms, which Tesla states it has already done or plans to. The "FSD supervised" nomenclature originated from Tesla discontinuing "full self-driving capability" after a DMV accusation in November 2023. Lumis criticized the DMV for focusing on marketing over preparing for Robotaxi proliferation given safety data. In other news: * **Gigaberlin Cell Production:** Andre Tirek, Gigaberlin's plant manager, announced a nearly $100 million investment to enable 8 GWh of 4680 cell production by 2027, integrating cell-to-vehicle manufacturing in Europe. This represents about one-third of Gigaberlin's Model Y production. * **Tesla 4680 Cells & DBE:** Elon Musk acknowledged dry cathode challenges ("a lot harder than we thought") but reaffirmed Tesla's goal of scaling battery cell production, stating Tesla makes the "most efficient cell in the world" (lowest cost per kWh). New patent filings reveal Tesla's "Gen 2 DBE approach" with new composite binder materials, indicating continued development in dry electrode technology. The last reported 4680 production milestone in September 2024 was an annual run rate of 17 GWh, with projections of 40-50 GWh within two years. * **Tesla Semi:** The California HVIP program shows Tesla Semi has secured 917 vouchers out of 2023 total Class 8 vouchers, representing 75-90% market share of future purchases, indicating strong demand once volume production begins next year. * **Rivian's Sensor Fusion:** RJ Scaringe explained Rivian's sensor fusion approach, using lidar and radar to supplement cameras (with better dynamic range) to train their neural net faster, differentiating it from Tesla's pure vision. Elon Musk still expressed skepticism about lidar by reacting to Luminar's bankruptcy with a "face palm" emoji. * **Ford EV Struggles:** Ford is reportedly losing significant money on EVs due to lack of scale, poor supply chain leverage, and internal resistance from its dealer network. Despite the F-150 Lightning outselling the Cybertruck in Q3 (10,000 units), it represents only 3-4% of overall F-150 sales, reinforcing the host's view that Ford will delay EV commitments. * **Tesla FSD Experience:** South Korean politician Lee So Young, a mobility and tech policy lawmaker, lauded Tesla's FSD after a test ride, calling it a "completed technology" that will significantly change daily life. * **Tesla Insurance:** Tesla Insurance has quietly launched in Florida, marking its 13th state, following an improving insurance market in the state. Currently, it's available only to new Tesla owners. * **Cybertruck Safety:** The Cybertruck won the IIHS 2025 Top Safety Pick+, becoming the only electric pickup and one of only two truck models to achieve the highest safety rating under increased requirements, disproving earlier safety concerns. * **Model YL Sales in China:** The premium Model YL accounted for 13,000 units (27%) of Tesla's 47,000 total Model Y sales in China in November, contributing to a higher average selling price. * **EU Emissions Policy:** The European Union is proposing to soften emissions rules for new cars, potentially allowing plug-in hybrids and range extenders beyond 2035 instead of a complete ban on combustion engines, reducing the target to a 90% emissions cut from 100%. * **Waymo Valuation:** Waymo is reportedly seeking to raise $1 billion at a $100 billion valuation, despite having an annual revenue run rate of $350 million and contributing to Alphabet's "OtherBets" category losing $4-5 billion annually, which Lumis notes for comparison to Tesla's valuation critics. Tesla's stock closed the day down 4.62% at $467.26, with trading volume 33% above average. The episode concluded with a plug for the sponsor, Extra.