以下是所有新闻内容的摘要翻译： **特斯拉机器人出租车 (Cybercab) 最新进展：** * **测试范围拓展：** Cybercab 目前正在德克萨斯州和加利福尼亚州以外的地区进行测试，包括纽约（布法罗，很可能用于冬季测试）和芝加哥（小熊队主场外）。它们也在高速公路而非仅城市街道上进行测试。 * **方向盘：** 当前的测试车辆配有方向盘（取自Cybertruck），但这仅用于测试目的，最终量产版将不会有。 * **生产传闻：** 一个未经证实的传闻称，特斯拉可能在弗里蒙特工厂停止Model S和X的生产，转而生产Cybercab，尽管主要生产计划仍是4月份在德州超级工厂启动。主持人希望这个传闻不是真的。 * **原型车事件：** 一辆Cybercab被发现正在被拖走，没有提供具体原因，但指出这对于测试原型车来说很正常。 * **内饰特点：** 一段视频展示了Cybercab巨大的21英寸屏幕。 * **充电：** 原型车目前有一个临时充电口（可能在后备箱）。无线充电装置预计将于3月或4月左右在奥斯汀和湾区公开亮相。 * **政治参与：** 参议员约翰·科宁（德州）、参议院多数党领袖约翰·图恩和多数党党鞭约翰·巴拉索（怀俄明州）参观了德州超级工厂，看到了Cybercab。据信埃隆·马斯克在会议期间推动了联邦政府加速制定自动驾驶汽车框架。 * **Robotaxi 应用招聘：** 特斯拉发布了Robotaxi应用iOS工程师的新招聘信息，详细描述了客户召唤、追踪、与无人驾驶车辆互动以及控制媒体等功能。 **特斯拉完全自动驾驶 (FSD) 与自动驾驶技术：** * **训练数据需求：** 埃隆·马斯克表示，要实现安全的无监督自动驾驶，大约需要100亿英里的训练数据，这比他2016年估计的60亿英里/100亿公里有所增加。这意味着奥斯汀的安全员可能要到第二季度及以后才能撤销，按照目前的速度，预计到7月/8月才能达到100亿英里。 * **主持人对时间表的看法：** 主持人认为马斯克应该停止公布FSD时间表，因为它们常常在未能实现时导致人们失望。 * **FSD 14.2的“推理能力”：** FSD 14.2已经包含了“第二级推理”的元素，例如施工期间的导航路线变更和停车选项，更多功能将在第一季度推出。这解释了之前的一些导航问题。 * **MotorTrend 认可：** MotorTrend，一家历来对特斯拉持批评态度的媒体，将特斯拉的FSD评为“市场上最好的驾驶辅助系统”，赞扬了FSD 14的巨大改进并解决了之前的缺陷。 * **David Moss 的成就：** David Moss 驾驶他的特斯拉，纯粹依靠FSD完成了连续12,000英里的行驶，期间没有任何解除、接管或红色警告。 **特斯拉充电网络拓展：** * **夏威夷超级充电站：** 特斯拉计划在夏威夷最大的两个岛屿上大规模建设超级充电站，已提交了三个新站点的许可申请（两个在夏威夷岛，一个在毛伊岛）。 * **第三方品牌授权 (Francis Energy)：** Francis Energy 正在俄克拉荷马州部署特斯拉超级充电桩，目前该州充电桩数量最多（716个，特斯拉自营54个），并且这些充电桩会显示在特斯拉导航中。 * **第三方自行安装：** 一名个人正在堪萨斯州自行安装三个V3特斯拉超级充电桩，总成本低于15万美元（每个充电桩约37,500美元）。特斯拉收取每千瓦时0.10美元的费用，以提供10年的维护和99%的运行时间。该计划也在英国推出。 * **BP Pulse 兆瓦级充电站：** BP Pulse 在其位于加州安大略的首个公共电动卡车充电站安装了一个750kW的兆瓦级充电器，该站配备了两个特斯拉MCS（兆瓦级充电系统）贯穿式充电位。这使得BP Pulse与特斯拉的1亿美元协议扩展到半挂卡车充电硬件领域。特斯拉的目标是快速建设基础设施，而不仅仅是最大化利润。 **其他特斯拉发展：** * **特斯拉保险业务拓展：** 特斯拉已提交申请，计划于2026年3月1日在田纳西州和印第安纳州推出其保险业务。这将使特斯拉保险业务覆盖15个州。在佛罗里达州，目前仅限于新特斯拉买家。 * **新型太阳能电池板设计：** 特斯拉已开始交付新型改进的420瓦太阳能电池板，具有增强的美观性（全黑外观、隐藏式安装、离屋顶1.5英寸）和更高的效率（18个独立电源区，20.5%的组件效率）。这些电池板在纽约超级工厂生产。 * **Boring 公司更新：** 一旦拉斯维加斯大道和市中心隧道建成，Vegas Loop的特斯拉车队将增至1200辆，其中包括用于活动的大型“RoboVan”。 **行业与竞争对手新闻：** * **SpaceX/特斯拉反向合并猜测：** 投资者Chamath Palihapitiya做出了一个“逆向”预测，认为SpaceX将反向合并到特斯拉。主持人认为这“几乎不可能”，原因包括潜在的股东稀释、反垄断担忧以及马斯克此前关于SpaceX将在2026年进行IPO的声明。 * **XAI 数据中心 (Colossus 3)：** XAI宣布将在密西西比州投资超过200亿美元建设其“Colossus 3”数据中心（代号“Macro Harder”），该数据中心将占地80万平方英尺，成为全球最大的数据中心（拥有2吉瓦的相干训练计算能力）。它位于田纳西州Colossus 2附近。该设施将极其耗能，相当于150万个美国家庭的用电量，其经验将惠及特斯拉和擎天柱。 * **梅赛德斯暂停L3自动驾驶：** 梅赛德斯-奔驰暂停了其S级和EQS车型中的L3级“Drive Pilot”功能，理由是生产成本和需求不足。他们将转而专注于L2++级自动驾驶以及与英伟达的合作，并指出L4+级自动驾驶需要激光雷达。 * **Lucid/Nuro/Uber 机器人出租车：** 这些公司在CES上发布了他们的全球机器人出租车，并正在进行测试。然而，主持人对此表示怀疑，指出Lucid在Gravity“问题重重”发布后最近更换了软件团队，而Nuro专注于地理围栏内的最后一英里配送，暗示其部署可能还需要数年（可能2027年以后）。 * **福特自动驾驶目标：** 福特的目标是到2028年，在3万美元的电动汽车中实现“脱手”驾驶。 * **摩根士丹利分析师谈特斯拉自动驾驶：** 一位新的摩根士丹利分析师认为，即使英伟达取得了进展，特斯拉在自动驾驶方面仍然“领先竞争对手数年”。 * **Polestar 销量：** Polestar第四季度销量增长27%，2023年同比增长34%（60,119辆汽车）。他们正专注于欧洲市场，并从直销模式转向传统的经销商主导模式。 **财务/股票更新：** * 特斯拉股票 (TSLA) 收盘价为448.96美元，上涨0.89%，而纳斯达克100指数上涨0.08%。交易量比平均水平低13%。

Here's a summary of all the news items covered in the transcription: **Tesla Robotaxi (Cybercab) Updates:** * **Testing Expansion:** Cybercabs are now being spotted testing beyond Texas and California, including New York (Buffalo, likely for winter testing) and Chicago (outside Wrigley Field). They are also being tested on highways, not just city streets. * **Steering Wheel:** Current test vehicles have steering wheels (taken from the Cybertruck) which are only for testing purposes and will not be in the final production version. * **Production Rumor:** An unverified rumor suggests Tesla might end Model S and X production at Fremont to make cybercabs instead, though the main production is slated for Giga Texas starting in April. The host hopes this rumor isn't true. * **Prototype Incident:** A cybercab was seen being towed, with no context provided, but it's noted as normal for testing prototypes. * **Interior Feature:** A video showed a good shot of the cybercab's large 21-inch screen. * **Charging:** Prototypes currently have a temporary charge port (possibly in the trunk). Wireless charging setups are expected to be seen publicly in Austin and the Bay Area around March or April. * **Political Engagement:** Senator John Cornyn (TX), Senate Majority Leader John Thune, and Majority Whip John Barrasso (WY) toured Giga Texas, saw the cybercab, and Elon Musk is believed to have pushed for accelerated federal frameworks for autonomous vehicles during the meeting. * **Robotaxi App Job Posting:** Tesla has a new job posting for an iOS Engineer for the Robotaxi app, detailing features for customers to summon, track, interact with driverless vehicles, and control media. **Tesla FSD & Autonomy:** * **Training Data Requirement:** Elon Musk stated that roughly 10 billion miles of training data are needed for safe unsupervised self-driving, an increase from his 2016 guesstimate of 6 billion miles/10 billion kilometers. This implies safety monitors in Austin might not be removed until Q2 and beyond, with 10 billion miles estimated to be hit by July/August at the current pace. * **Host's Opinion on Timelines:** The host believes Elon should stop giving public FSD timelines as they often lead to disillusionment when not met. * **FSD 14.2 "Reasoning":** Elements of "second-level reasoning" like navigation route changes during construction and parking options have already shipped in FSD 14.2, with more coming in Q1. This explains some previous navigation issues. * **MotorTrend Recognition:** MotorTrend, historically critical of Tesla, named Tesla's FSD the "best driver assistance system on the market," praising FSD 14's vast improvements and addressing prior flaws. * **David Moss Achievement:** David Moss completed 12,000 consecutive miles in his Tesla purely on FSD without any disengagement, takeovers, or red hand alerts. **Tesla's Charging Network Expansion:** * **Hawaii Superchargers:** Tesla is planning a massive Supercharger build-out on Hawaii's two biggest islands, with permits filed for three new sites (two on Hawaii island, one on Maui). * **Third-Party White-Labeling (Francis Energy):** Francis Energy is deploying Tesla Superchargers in Oklahoma, now having the most stalls in the state (716 vs Tesla's 54), and these show up in Tesla navigation. * **Third-Party Self-Installation:** An individual is self-installing three V3 Tesla Superchargers in Kansas for under $150,000 total (around $37,500 per stall). Tesla charges $0.10/kWh for 10 years of maintenance and 99% uptime. This program is also live in the UK. * **BP Pulse Megacharger:** BP Pulse installed a 750kW megacharger at its first public E-truck depot in Ontario, California, featuring two Tesla MCS (Megawatt Charging System) pull-through bays. This expands BP Pulse's $100 million deal with Tesla to include semi-charging hardware. Tesla's goal is to rapidly build out infrastructure, not just maximize profit. **Other Tesla Developments:** * **Tesla Insurance Expansion:** Tesla has filed to launch its insurance program in Tennessee and Indiana, with a proposed effective date of March 1, 2026. This will bring Tesla Insurance to 15 states. In Florida, it's currently limited to new Tesla buyers. * **New Solar Panel Design:** Tesla has started deliveries of new, improved 420-watt solar panels with enhanced aesthetics (all-black finish, hidden mounting, 1.5 inches off the roof) and better efficiency (18 individual power zones, 20.5% module efficiency). They are made at Giga New York. * **Boring Company Update:** The Vegas Loop's Tesla fleet will grow to 1200 vehicles, including the larger "RoboVan" for events, once the Strip and downtown tunnels are completed. **Industry & Competitor News:** * **SpaceX/Tesla Reverse Merger Speculation:** Investor Chamath Palihapitiya made a "contrarian" prediction that SpaceX will reverse merge into Tesla. The host views this as having "near zero percent chance" due to potential shareholder dilution, antitrust concerns, and Elon's previous statements about a 2026 SpaceX IPO. * **XAI Data Center (Colossus 3):** XAI announced a $20 billion+ investment in Mississippi for its "Colossus 3" data center (Macro Harder), which will be 800,000 sq ft and the biggest data center globally (2 gigawatts of coherent training compute). It's located near Colossus 2 in Tennessee. The facility will be extremely energy-intensive, comparable to 1.5 million US homes, and learnings will benefit Tesla and Optimus. * **Mercedes Pauses Level 3:** Mercedes-Benz is pausing its Level 3 "Drive Pilot" feature in the S-Class and EQS, citing production costs and lack of demand. They will instead focus on Level 2++ and their partnership with Nvidia, with Level 4+ autonomy requiring LiDAR. * **Lucid/Nuro/Uber Robotaxi:** The companies unveiled their global robotaxi at CES and are now testing it. However, the host expresses skepticism, noting Lucid's recent software team replacement after the Gravity's "buggy launch" and Nuro's focus on geofenced last-mile delivery, suggesting deployment is years away (likely 2027+). * **Ford's Autonomy Target:** Ford is targeting "eyes-off" driving in a $30,000 EV by 2028. * **Morgan Stanley Analyst on Tesla Autonomy:** A new Morgan Stanley analyst believes Tesla remains "years ahead" of competitors in autonomous driving, even with Nvidia's advances. * **Polestar Sales:** Polestar's sales rose 27% in Q4 and 34% year-over-year in 2023 (60,119 cars). They are focusing on Europe and shifting from direct-to-consumer sales to a traditional dealer-led model. **Financial/Stock Update:** * Tesla stock (TSLA) closed at $448.96, up 0.89%, while the NDX was up 0.08%. Volume was 13% lower than average.