以下是视频内容的中文摘要，包括提到的所有新闻项目： * **开场与赞助人：** Dylan Lumis 欢迎听众，并向新赞助人 ScooterR 致谢。 * **加拿大与中国之间的电动汽车关税协议：** * 特斯拉有望从加拿大与中国之间新的电动汽车关税协议中显著受益。 * 拥有北美认证和分销能力的公司（特斯拉、沃尔沃、极星）将率先受益。 * 特斯拉在2023年从中国向加拿大进口了4.4万辆汽车。 * 这项新协议包含了100%的关税税率，但加拿大交通部将在八周内认证新的中国电动汽车。 * 这为特斯拉带来了供应链灵活性，允许从上海向加拿大出口更便宜的汽车。 * 特斯拉很可能占据4.9万辆配额中的大部分，预计该配额将增长到7万辆。 * **XAI 人类模拟器与特斯拉计算机：** * **Suleiman Gory（前 XAI 技术人员）采访：** 讨论了与 MacroHard 合作构建人类模拟器，以及部署100万个模拟器需要100万台计算机的挑战。 * **特斯拉汽车作为计算平台：** 特斯拉车载计算机（特别是 HW4）在运行模型和人类模拟器方面“资本效率高”，可能比云虚拟机（AWS、Oracle）或专用硬件便宜得多。 * **分布式计算网络：** XAI 旨在利用现有特斯拉汽车网络启动（北美有400万辆，其中2/3到一半配备 HW4，且70-80%处于闲置/充电状态）。 * **车主报酬：** XAI 可以向车主支付费用，以租用其车载计算机的时间，可能覆盖租约付款，从而运行这些“数字擎天柱”人类模拟器。 * **数字擎天柱（Digital Optimus）：** 模仿人类执行的所有数字任务（鼠标、键盘输入），类似于实体擎天柱处理物理任务的方式。 * **Suleiman Gory 的离职：** Suleiman 发帖称已离开 XAI；猜测他因过早泄露这些计划而被解雇。 * **内部测试：** XAI 已经在内部测试这些模拟器，“就像它们是人类员工一样”。 * **路线图：** 该概念被视为一个合法的路线图，而非遥不可及的设想，特斯拉车辆可能提供大规模部署能力。 * **应用领域：** 可能彻底改变数据录入、客户支持、研究、编码、SaaS、网页浏览等领域。 * **CyberCab 和 Robotaxi 最新动态：** * **CyberCab 行踪：** * **芝加哥：** 被发现在测试带有后置摄像头自清洁器（喷水器）的功能。 * **奥斯汀（Josh West）：** 被发现没有侧后视镜；希望有新的联邦标准来避免各州法规的差异。特点是新的尾灯（扰流板上有两个独立灯，下方也有灯）。 * **马萨诸塞州：** 被发现，使其成为第4或第5个州（连同纽约州、德克萨斯州、加利福尼亚州、伊利诺伊州）。 * **奥斯汀 Robotaxi 车队扩张：** 奥斯汀的一个大型停车场被发现“停满了”准备就绪的 Robotaxi 车辆，预示着即将到来的“涌入”。 * **高需求：** Joe Tett Meyer 报告称，由于需求旺盛，在奥斯汀无法打到 Robotaxi，再次强调了增加车辆的需求。 * **Robotaxi 追踪器：** 非官方追踪器显示奥斯汀车队有46辆车。 * **美国国家公路交通安全管理局（NHTSA）事故报告（2023年第四季度）：** * 旧金山和奥斯汀合计数据：10月2起事故，11月4起，12月3起。 * 大多数事故涉及骑自行车的人，但绝大多数未造成人员受伤（仅一例轻伤）。 * 常见细节：车辆速度为0英里/小时，气囊未弹出，车辆未被拖走。 * 报告未说明过错方，但发言人推断，鉴于车辆速度为0英里/小时，骑自行车的人可能经常是过错方。 * Ethan 的数据包括所有 ADS/ADAS，但已筛选出商业用途数据。 * **特斯拉芯片和人工智能芯片战略：** * **AI5 和 Dojo 3：** 埃隆宣布 AI5 芯片设计进展顺利，特斯拉将重启 Dojo 3 的工作。 * **招聘：** 埃隆正在积极招聘对开发“全球产量最高的芯片”感兴趣的人才。 * **AI5 的重要性：** 埃隆表示解决 AI5 对特斯拉来说是“存亡攸关”的问题，几个月来一直占用他的周六时间。它被描述为“非常强大”，性能大致相当于 Hopper 级别（单片系统芯片），其双核性能则可比肩 Blackwell，但成本更低、能效更高。 * **Dojo 3 重启：** Dojo 3 不是一款新芯片，而是一种“架构或理念”，使用大量 AI6 片上系统进行训练和推理，模糊了两者之间的界限。 * **过往声明：** 埃隆此前（5个月前）曾表示 Dojo 2 是一个“进化的死胡同”，所有路径都汇聚到 AI6。这表明特斯拉的芯片战略正在快速变化。 * **未来人工智能芯片：** AI5 接近完成，AI6 处于早期阶段，AI7 和 AI9 的目标是9个月的*设计*周期（而非车载部署周期）。 * **AI 芯片能力：** * **AI4：** 预计将实现“远超人类”的自动驾驶安全水平。（CyberCab 将搭载 AI4 推出）。 * **AI5：** 将使汽车“近乎完美”，并“大大增强擎天柱”。（预计最早在2027年末）。 * **AI6：** 用于擎天柱和数据中心。 * **AI7 和 Dojo 3：** 将是“基于空间的AI计算”。 * **HW3 车主：** 特斯拉在搭载 AI4 的无人监督驾驶广泛部署且其能力被充分理解之前，不会就 HW3 升级做出决定。 * **AI4 的充足性：** 埃隆认为 AI4“完全有能力解决无人监督驾驶”，并确认根据目前的表现，“无人监督驾驶不需要更好的硬件”。 * **特斯拉的“数学作弊码”专利：** * **RopE（旋转位置编码）：** 2024年1月15日公布的五项专利中的关键组成部分。 * **功能：** 允许8位低功耗芯片通过“更粗糙、更简单的数字”实现高精度操作（如记住顺序/位置），从而运行优秀的32位AI模型。它涉及对数压缩（例如，log(1M) = 6）。 * **优势：** 汽车/机器人可以用更低的功耗更长时间地记住世界（例如30秒），从而在边缘（车内）实现AI，而无需大型电池或高端芯片，并使擎天柱能在低功耗下工作数小时。 * **战略意义：** 这些专利确保特斯拉在战略上独立于英伟达的 CUDA 生态系统，实现双代工策略（三星和台积电），并刻意造成计算能力的过剩，可能将其闲置车队转变为一个分布式推理云，在效率上与 AWS 竞争。 * **软件突破：** 发言人强调，现在软件突破比硬件本身更能推动效率，解决特定瓶颈，以便在现有8位芯片上运行 Transformer 级别AI。 * **Dojo 的演变：** 前 Dojo 负责人 Clive Chan 指出 Dojo 1 的雄心壮志但执行面临挑战。埃隆确认，如果 Dojo 3 符合旧有理念，将是“疯狂的”，并且是“太空AI”所必需的。 * **精简的芯片计划：** 特斯拉正转向一种单一芯片，可同时处理推理和训练，并实现大规模生产，效率由软件突破驱动。这使他们相对于从英伟达购买通用芯片的公司具有优势。 * **特斯拉晶圆厂/芯片制造：** * **“特斯拉超级晶圆厂（Terra Fab）”：** 埃隆对建造特斯拉超级晶圆厂的想法以🎯表情符号回应，表明这是“实现超高产量的唯一选择”。 * **需求与供应：** 台积电/三星目前的产能可能足以应对保守的增长，但埃隆每年2000万辆汽车和数十亿机器人的愿景，产生的需求“远超当前的全球供应”。 * **内部生产：** 到2029-2030年，内部生产被认为是不可避免的，以实现控制、降低成本、确保安全和规模化。 * **即将动工：** 如果埃隆的言论并非只是谈判策略，那么超级晶圆厂的奠基仪式应在今年举行，因为一座晶圆厂从建设到投产需要3-5年时间。 * **台积电亚利桑那州扩建：** * 台积电在亚利桑那州的扩建“超出预期”。 * 到2035年，美国在全球芯片生产中的份额可能从0%增至25%。 * 台积电第二座晶圆厂已竣工（预计2028年投产），第三座晶圆厂已于去年4月开工。 * 台积电最近又收购了900英亩土地，并暗示将进一步增加产能。 * 台积电将在美国建造至少五座新的半导体工厂，作为贸易协议的一部分，美国将台湾的基线关税从20%降至15%，而台湾承诺在美国科技领域投资2500亿美元。 * 尽管如此，埃隆认为目前的扩张仍不足够。 * **其他新闻：** * **Grok 的巨像超级计算机：** 现已投入运行，是“世界上第一个千兆瓦级训练集群”，计划在4月升级至1.5千兆瓦。 * **Model Y 加拿大交付：** 加拿大许多 Model Y Performance 预订客户的交付时间被推迟，从2月推迟到最晚7月，没有给出官方原因。 * **特斯拉餐厅超级充电站：** 全球使用率最高的超级充电站（每月4.3万次充电会话或1.5吉瓦时），80个充电桩平均每天每个桩18次充电会话。从中获得的经验将应用于未来的超级充电站设施。 * **爱达荷州 Pi Safe 超级充电站：** 一家私营公司正在爱达荷州以白标签形式运营特斯拉超级充电站，设计融入了当地树种，旨在振兴小镇。 * **埃隆的股票活动：** 埃隆证实他大约三年没有出售特斯拉股票，去年购买了价值10亿美元的股票。 * **市场休市：** 由于市场休市，特斯拉股价没有变化。

Here's a summary of the video transcription, including every single news item mentioned: * **Intro & Patrons:** Dylan Lumis welcomes listeners, giving a shout-out to new patron ScooterR. * **Canada EV Tariff Deal with China:** * Tesla is expected to benefit significantly from Canada's new EV tariff deal with China. * Companies with North American certification and distribution (Tesla, Volvo, Polestar) will benefit initially. * Tesla imported 44,000 cars from China into Canada in 2023. * The new deal includes a 100% tariff rate, but Transport Canada will certify new Chinese EVs within eight weeks. * This gives Tesla supply chain flexibility, allowing cheaper exports from Shanghai to Canada. * Tesla will likely take a large portion of the 49,000-unit quota, which is expected to grow to 70,000 units. * **XAI Human Emulators & Tesla Computers:** * **Suleiman Gory (ex-XAI Technical Staff) Interview:** Discussed building a human emulator with MacroHard and the challenge of deploying 1 million emulators needing 1 million computers. * **Tesla Cars as Compute:** Tesla car computers (especially HW4) are "capital efficient" for running models and human emulators, potentially much cheaper than cloud VMs (AWS, Oracle) or dedicated hardware. * **Distributed Compute Network:** XAI aims to bootstrap off the existing Tesla car network (4 million in North America, with 2/3 to half having HW4, and 70-80% idle/charging). * **Payment for Owners:** XAI could pay owners to lease time on their car's computer, potentially covering lease payments, to run these "digital Optimus" human emulators. * **Digital Optimus:** Mimics all digital tasks a human does (mouse, keyboard inputs), similar to how physical Optimus handles physical tasks. * **Suleiman Gory's Departure:** Suleiman posted he left XAI; speculation suggests he was fired for prematurely revealing these plans. * **Internal Testing:** XAI has already been testing these emulators internally "as if they were human employees." * **Roadmap:** The concept was presented as a legitimate roadmap, not a far-off idea, with Tesla vehicles potentially providing deployment at scale. * **Applications:** Could revolutionize data entry, customer support, research, coding, SaaS, web browsing, etc. * **CyberCab & Robotaxi Updates:** * **CyberCab Sightings:** * **Chicago:** Spotted testing with a rear camera self-cleaner (sprayer). * **Austin (Josh West):** Seen without side mirrors; hope for new federal standards to avoid state-by-state rules. Features new taillights (two individual lights in the spoiler, and lights below). * **Massachusetts:** Spotted, making it the 4th/5th state (along with NY, TX, CA, IL). * **Austin Robotaxi Fleet Expansion:** A large lot in Austin was seen "filled" with Robotaxi-ready vehicles, indicating an imminent "influx." * **High Demand:** Joe Tett Meyer reported being unable to get a Robotaxi in Austin due to high demand, reinforcing the need for more vehicles. * **Robotaxi Tracker:** Unofficial tracker shows Austin's fleet at 46 vehicles. * **NHTSA Incident Reports (Q4 2023):** * Figures for San Francisco and Austin combined: 2 incidents in October, 4 in November, 3 in December. * Most incidents involved cyclists, but the majority resulted in no injuries (only one minor injury). * Common details: cars going 0 mph, airbags not deployed, car not towed. * Reports don't state fault, but the speaker infers that cyclists may often be at fault given the 0 mph speed of the cars. * Ethan's data includes all ADS/ADAS but is filtered for commercial use. * **Tesla Silicon & AI Chip Strategy:** * **AI5 & Dojo 3:** Elon announced AI5 chip design is in good shape, so Tesla will restart work on Dojo 3. * **Recruiting:** Elon is actively recruiting for those interested in working on "the highest volume chips in the world." * **AI5 Importance:** Elon stated solving AI5 was "existential" for Tesla, consuming his Saturdays for months. It's described as "very capable," "roughly hopper class" (single SoC) and "blackwell as dual," but significantly cheaper and more power-efficient. * **Dojo 3 Revival:** Dojo 3 is not a new chip but an "architecture or a philosophy" using a large number of AI6 system-on-chips for training and inference, blurring the lines between the two. * **Past Statements:** Elon had previously stated (5 months ago) that Dojo 2 was an "evolutionary dead end" and all paths converged to AI6. This indicates rapid changes in Tesla's chip strategy. * **Future AI Chips:** AI5 is almost done, AI6 is in early stages, with AI7 and AI9 aiming for a 9-month *design* cycle (not in-car deployment cycle). * **AI Chip Capabilities:** * **AI4:** Expected to achieve self-driving safety "very far above human." (CyberCab will launch with AI4). * **AI5:** Will make cars "almost perfect" and "greatly enhance Optimus." (Expected late 2027 earliest). * **AI6:** For Optimus and data centers. * **AI7 & Dojo 3:** Will be "space-based AI compute." * **Hardware 3 Owners:** Tesla will not make a decision on HW3 upgrades until unsupervised driving with AI4 is widely deployed and its capabilities are fully understood. * **AI4 Sufficiency:** Elon believes AI4 is "more than capable of solving unsupervised" driving, affirming that "better hardware is not needed for unsupervised driving" based on current performance. * **Tesla's "Mathematical Cheat Code" Patents:** * **RopE (Rotary Positional Encoding):** A key component in five patents published Jan 15th, 2024. * **Functionality:** Allows 8-bit, low-power chips to run elite 32-bit AI models by enabling high-precision operations (like remembering order/position) with "rougher, simpler numbers." It involves logarithmic compression (e.g., log(1M) = 6). * **Benefits:** Cars/robots can remember the world longer (e.g., 30 seconds) with less power, enabling AI on the edge (in-vehicle) without massive batteries or fancy chips, and Optimus to work for hours on low power. * **Strategic Implications:** These patents secure Tesla's strategic independence from Nvidia's CUDA ecosystem, enable a dual-foundry strategy (Samsung & TSMC), and create a deliberate oversupply of compute, potentially turning its idle fleet into a distributed inference cloud rivaling AWS in efficiency. * **Software Breakthroughs:** The speaker emphasizes that software breakthroughs are now driving efficiency more than hardware alone, solving specific bottlenecks to run transformer-class AI on existing 8-bit silicon. * **Dojo's Evolution:** Clive Chan (former Dojo lead) noted Dojo 1's ambition but execution challenges. Elon confirmed Dojo 3, if it aligns with older ideas, would be "nuts," and is necessary for "space AI." * **Streamlined Chip Program:** Tesla is moving towards a single chip that handles both inference and training, mass-produced, with efficiency driven by software breakthroughs. This gives them an advantage over companies buying general-purpose chips from Nvidia. * **Tesla Fab / Chip Manufacturing:** * **"Tesla Terra Fab":** Elon responded with a target emoji to the idea of a Tesla Terra Fab, indicating it's the "only option for super high volume." * **Demand vs. Supply:** Current TSMC/Samsung capacity might handle conservative growth, but Elon's vision of 20 million vehicles/year and billions of robots creates demand that "dwarfs current global supply." * **In-house Production:** In-house production is seen as inevitable by 2029-2030 for control, cost, security, and scale. * **Groundbreaking Imminent:** If Elon's comments aren't just negotiating tactics, a groundbreaking for a Terra Fab should happen this year, as it takes 3-5 years to bring a fab online. * **TSMC Arizona Expansion:** * TSMC's Arizona desert expansion is "exceeding expectations." * The US could go from 0% to 25% of global chip production by 2035. * Construction on TSMC's second fab is complete (production expected 2028), and work on Fab 3 started last April. * TSMC recently acquired 900 more acres and hinted at more capacity. * TSMC will build at least five new semiconductor facilities in the US as part of a trade deal where the US cut Taiwan's baseline rate from 20% to 15%, and Taiwan pledged $250 billion in US tech investments. * Despite this, Elon believes current expansion won't be enough. * **Other News:** * **Grok's Colossus Supercomputer:** Now operational, it's the "first gigawatt training cluster in the world," with upgrades to 1.5 gigawatts planned for April. * **Model Y Canada Deliveries:** Many Model Y Performance reservation holders in Canada are seeing delivery timelines pushed back from February to as late as July, with no official reason given. * **Tesla Diner Supercharger:** The highest usage Supercharger globally (43,000 sessions or 1.5 GWh/month), averaging 18 sessions per stall per day across 80 stalls. Learnings will apply to future Supercharger amenities. * **Pi Safe Supercharger (Idaho):** A private company is white-labeling Tesla Superchargers in Idaho, with a design featuring native tree species, aiming to revitalize the town. * **Elon's Stock Activity:** Elon confirmed he hasn't sold Tesla stock for about three years and bought $1 billion worth last year. * **Market Closed:** Tesla stock had no change due to markets being closed.