以下是视频新闻内容的摘要： **开场与致谢：** * 向 Helen K. 表示感谢，她使用了特斯拉的推荐链接并购买了新特斯拉。 * 向新的 Patreon 支持者 Larry H. 表示感谢。 **特斯拉FSD/IAD在中国：** * 特斯拉在中国投入运营了一个新的AI训练中心。 * 特斯拉中国区副总裁陶琳表示，特斯拉将积极参与辅助驾驶项目，但未提供具体时间表。 * 埃隆·马斯克此前曾表示，希望在2月份之前获得监督版FSD在欧洲和中国的批准。 * 《中国日报》报道称，外国媒体关于FSD即将在中国获批的报道不准确，并未提供关于时间表或状态的进一步细节。 * 一位中国政府消息人士表示，中国不会很快批准特斯拉的FSD。 * 发言人认为这合情合理，因为新的AI数据中心需要时间来训练本地化的中文模型（需要几个月）。 * 特斯拉在中国的IAD（智能辅助驾驶，在中国已从FSD更名）一直使用互联网视频进行训练，但在公交车道及其时间限制等当地规则方面遇到困难，导致用户受到处罚。 * 新的AI中心有望显著改善中国的IAD软件，尽管其规模/计算能力尚未披露。 * 据推测，由于数据出口法律和新的本地AI中心，特斯拉将无法将中国的IAD学习数据导出到全球车队。 * 目前中国的IAD仅获得部分批准，缺乏自动泊车功能，并且由于缺乏本地训练，经常需要人工干预。 * 中国政府要求在每次新软件更新推出前获得批准。 **赞助商 - Surfshark VPN：** * 一次数据泄露事件（Bright Speed数据泄露）导致一百万客户的姓名、电子邮件、电话号码、账单地址、支付历史和账户详细信息曝光。 * Surfshark VPN 可以创建安全隧道、隐藏IP、扫描泄露、提供替代身份（虚拟电子邮件/电话号码），并配备AI驱动的电子邮件诈骗检测器。 * 促销活动：surfshark.com/electrified 或使用代码 electrify.checkout 可额外获得4个月服务。 **加州HVIP项目与特斯拉Semi：** * 特斯拉在加州的HVIP（混合动力和零排放凭证激励项目）半挂卡车领域占据主导地位。 * 近1000份凭证分配给了特斯拉Semi，特斯拉获得了总计约1.65亿美元的资金。 * 下一个最大的受惠者是New Flyer（加拿大巴士制造商），获得了6800万美元。 * 特斯拉Semi的凭证价值从每辆8.4万美元到35.1万美元不等，可覆盖私人车队最高90%的标价。 * 特斯拉在2月的前9天内又获得了大约2500万美元的额外资金。 * 这个已有15年历史的项目由CARB（加州空气资源委员会）管理，要求制造商对车辆进行认证，之后车队下订单，制造商提交凭证申请。 * 每辆车100份凭证的上限被取消，这有利于像特斯拉这样的热门品牌。 * 竞争对手（例如Ryzen的Alexander Voitz）抱怨称，由于特斯拉Semi尚未投入生产，在交付前扣留这些资金构成了“市场扭曲或市场操纵”。 * 发言人反驳说，CARB并非武断决定；它是基于制造商收到的订单的“需求代理”。 * CARB官员指出，来自当地公用事业公司（例如PG&E）的电动汽车激励措施也补贴特斯拉Semi订单，减少了所需的州政府资助。 * 车队可以“叠加”激励措施（HVIP + 公用事业回扣 + 联邦/州税收抵免）。 * 这种叠加意味着如果特斯拉从公用事业公司获得更多补贴，它们对HVIP的需求就会减少，从而为竞争对手留下更多资金，进而惠及竞争对手。 * 埃隆·马斯克表示，特斯拉Semi将于今年开始大批量生产。 * 特斯拉更新了Semi的页面规格：标准续航里程（在82,000磅总重下可达325英里）和长续航里程（约500英里）。具体规格取决于车辆配置。 **数据中心暂停与轨道AI：** * 纽约州议员正在提出一项法案，要求对数据中心开发实施3年暂停，使其成为第六个考虑此类立法的州。 * 全国范围内两党反数据中心情绪日益增长。 * 伯尼·桑德斯推动全国暂停；罗恩·德桑蒂斯批评数据中心能源消耗高昂，并可能对年轻人造成危害。 * 佐治亚州、马里兰州、俄克拉荷马州、佛蒙特州和弗吉尼亚州的立法者也提出了类似的法案。 * 至少有14个州的城镇或县已暂停了数据中心的审批。 * 埃隆·马斯克表示，公司在AI计算方面正面临“电力短缺和公用事业排队”。 * 发言人认为，轨道数据中心（通过SpaceX）提供了一个“避风港”，以避免这些地球上的担忧和限制。 * 星舰的可重复使用性是使轨道数据中心对SpaceX和特斯拉（通过协同效应）具有成本效益的关键。 * 埃隆认为，即使没有监管阻力，轨道数据中心也将是扩展AI最具成本效益的方式。 * 埃隆转发了Beth J. zo的想法，即SpaceX利用特斯拉技术在月球上使用“电磁质量驱动器”，将这些太阳能AI数据中心“快速发射到轨道”。 **特斯拉弗里蒙特工厂扩建：** * 特斯拉悄然租赁了一处26.7万平方英尺的先进制造空间，靠近其弗里蒙特工厂。 * 还有一个独立的占地14英亩的重建地块，特斯拉可能会接手。 * 上个月，特斯拉在弗里蒙特附近租赁了一处10.8万平方英尺的研发设施。 * 新增总面积超过37.5万平方英尺，约为弗里蒙特主工厂（500万平方英尺）占地面积的7%。 * 猜测：这些新设施可能用于Optimus机器人和/或Roadster跑车，可能还会设立“擎天柱学院”用于机器人互动和学习。 **特斯拉可靠性（法国）：** * 根据《Auto Plus》杂志，特斯拉超越丰田，成为法国2025年最可靠的汽车品牌。 * 特斯拉整体排名第一，显示出很少的重大缺陷（孤立的、保修范围内的悬挂问题）和一些小问题（屏幕故障、车门把手）。 * 该出版物强调，电动汽车本质上并不比燃油车不可靠。 **Cybertruck翻车风险：** * 美国国家公路交通安全管理局（NHTSA）的碰撞测试发现，Cybertruck在测试的皮卡中翻车概率最低（12.4%的风险），超过了大多数传统SUV。 * 动态稳定性测试未显示倾翻事故。 **Robotaxi更新与FSD反应：** * Robotaxi追踪器：奥斯汀有86辆，湾区有196辆（湾区数字的信心较低）。 * 一次前往奥斯汀的“AI驾驶员”行程证实，无人监督的驾驶仍然依赖于小范围地理围栏内的路线（85%的无人监督率）。 * 一位在韩国从事自动驾驶领域的匿名人士将特斯拉的FSD描述为“令人震惊”和“令人难以置信”，让自己的研发感觉像是“小儿科”，对其能否赶上特斯拉产生了怀疑。 * 前特斯拉Optimus副总裁Milan Kovacs也称监督版FSD“绝对令人难以置信”。 **特斯拉人事更新：** * Phil Duwan的网站现在将其列为特斯拉AI工程总监，表明他从Autopilot首席软件工程师晋升。 **特斯拉印度优惠：** * 特斯拉为印度潜在客户推出了新的优惠页面，为置换燃油车的客户提供约3300美元的优惠。 **《消费者报告》Model Y：** * 《消费者报告》2026年度十大最佳车型榜单将特斯拉Model Y评为“最佳电动汽车”，理由是其可靠性不断提高。 **FSD转移政策更新：** * 特斯拉此前要求在3月31日前交付车辆才能免费转移FSD；现在，客户只需在3月31日前 *下订单* 即可。 **特斯拉商标申请：** * 特斯拉申请了“Cyber Car”和“Cyber Vehicle”商标，因为“Cyber Cab”在某些州无法使用。未来的Robotaxi可能会根据地区被称为Cyber Cab、Robotaxi、Cyber Vehicle或Cyber Car。 **SpaceX战略转向（月球/火星）：** * 埃隆·马斯克表示，SpaceX正式将其主要重点转移到在月球上建设一个自我发展的城市，目标是在不到10年内完成。 * 火星殖民需要20多年，因为旅行时间更长，对齐窗口也更少（每26个月一次的6个月旅程，而月球则是每10天一次的2天旅程）。 * 月球允许更快的迭代，优先考虑“确保文明的未来”。 * SpaceX仍计划在5-7年内建设火星城市。 * 埃隆表示，Blue Origin可能会比SpaceX先登陆月球，他会为此祝贺他们，但真正的目标是具备运载“数百万吨设备和人员”着陆的能力。 **法拉利首款全电动汽车：** * 法拉利公布了其首款全电动汽车的媒体资料，可能命名为“Lusso”，是一款四座车型。 * 规格：0-60英里/小时加速时间小于2.5秒，四电机驱动，122千瓦时总电池容量，330英里续航里程（欧洲标准，约270英里EPA标准）。 * 发布日期尚未公布。 * 参与设计的Jony Ive间接抨击特斯拉的扁平内饰，称触摸屏是汽车“错误的技术”。 **Stellantis电动汽车业务：** * Stellantis宣布遭受260亿美元的损失，对其电动汽车业务进行减记。 **100万亿美元公司讨论：** * 讨论到2030年是否可能出现一家100万亿美元的公司，可能通过SpaceX/特斯拉合并实现。 * 一位嘉宾认为“是”，特斯拉是主要候选者，因为它在旗下公司（特斯拉、Neuralink、SpaceX、X）拥有独特的专有数据。 * 埃隆·马斯克回复称“并非不可能”，但这需要“惊人的、巨大的工作量和好运”。 **特斯拉股票表现：** * 特斯拉股票（TSLA）收于417.32美元，上涨1.51%，而纳斯达克100指数（NDX）上涨0.77%。成交量低于平均水平13%。

Here's a summary of the video's news items: **Introductions & Shoutouts:** * Shout out to Helen K. for using a Tesla referral link and getting a new Tesla. * Shout out to new Patreon supporter Larry H. **Tesla FSD/IAD in China:** * Tesla has put a new AI training center into operation in China. * Tau Lin (VP of Tesla China) stated Tesla will actively engage in assisted driving initiatives but provided no specific timeline. * Elon Musk previously expressed hope for supervised FSD approval in Europe and China by February. * China Daily reported that foreign media reports touting imminent FSD approval in China are inaccurate, with no further details on timeline or status. * A Chinese government source indicated China will not approve Tesla's FSD soon. * The speaker believes this makes sense as the new AI data center needs time to train local Chinese models (a few months). * Tesla's IAD (Intelligent Assisted Driving, renamed from FSD in China) has been using internet videos for training, struggling with local rules like bus lanes and their time restrictions, leading to penalties for users. * The new AI center is expected to significantly improve China's IAD software, though its size/compute power is undisclosed. * It's assumed Tesla will not be able to export Chinese IAD learning data to the global fleet due to data export laws and the new local AI center. * Current IAD in China has only partial approval, lacking autonomous parking and frequently requiring interventions due to lack of local training. * The Chinese government requires approval for each new software update before rollout. **Sponsor - Surfshark VPN:** * A data breach exposed one million customer names, emails, phone numbers, billing addresses, payment histories, and account details in the Bright Speed Data Breach. * Surfshark VPN creates a secure tunnel, hides IP, scans for leaks, offers an alternative ID (virtual email/number), and has an AI-powered email scam checker. * Promotion: surfshark.com/electrified or code electrify.checkout for 4 extra months. **California HVIP Program & Tesla Semi:** * Tesla is dominating California's HVIP (Hybrid and Zero-Emission Voucher Incentive Project) for semi-trucks. * Nearly 1,000 vouchers were assigned to the Tesla Semi, totaling about $165 million in funding for Tesla. * The next largest recipient is New Flyer (Canadian bus manufacturer) with $68 million. * Voucher values for Tesla Semi ranged from $84,000 to $351,000 per vehicle, covering up to 90% of the list price for private fleets. * Tesla received roughly an additional $25 million in funding in the first nine days of February. * The 15-year-old program, administered by CARB (California Air Resources Board), requires manufacturers to certify vehicles, after which fleets place orders, and the manufacturer submits voucher requests. * A cap of 100 vouchers per vehicle was removed, benefiting popular brands like Tesla. * Complaints from competitors (e.g., Alexander Voitz from Ryzen) argue that since the Tesla Semi is not yet in production, these funds being withheld until delivery constitute "market distortion or market manipulation." * The speaker counters that CARB doesn't arbitrarily decide; it's a "demand proxy" based on orders received by manufacturers. * CARB officials noted that EV incentives from local utilities (e.g., PG&E) also subsidize Tesla Semi orders, lessening the required state grant funding. * Fleets can "stack" incentives (HVIP + utility rebates + federal/state tax credits). * This stacking means if Tesla receives more from utilities, they need less from HVIP, leaving more funds for competitors, thus benefiting the competition. * Elon Musk stated the Tesla Semi starts high-volume production this year. * Tesla updated the Tesla Semi page with specs: Standard Range (325 miles at 82,000 lb GCW) and Long Range (~500 miles). Specs are dependent on vehicle configuration. **Data Center Moratoriums & Orbital AI:** * New York lawmakers are introducing a bill for a 3-year moratorium on data center development, making it the sixth state to consider such legislation. * Bipartisan anti-data center sentiment is growing across the country. * Bernie Sanders pushed for a national moratorium; Ron DeSantis criticized data centers for high energy bills and potential harm to youth. * Lawmakers in Georgia, Maryland, Oklahoma, Vermont, and Virginia have also introduced similar bills. * At least 14 states have towns or counties that have paused data center permitting. * Elon Musk stated companies are facing "electricity shortages and utility queues" for AI compute. * The speaker argues that orbital data centers (via SpaceX) offer an "escape hatch" to avoid these earthly concerns and limitations. * Starship reusability is key to making orbital data centers cost-effective for SpaceX and Tesla (through synergy). * Elon believes orbital data centers will be the most cost-effective way to scale AI, even without regulatory opposition. * Elon reposted Beth J. zo's idea of SpaceX using Tesla tech for "electromagnetic mass drivers" on the moon to "rapid fire shoot these solar powered AI data centers into orbit." **Tesla Fremont Expansion:** * Tesla quietly leased a 267,000 sq ft advanced manufacturing space near its Fremont factory. * There's also a separate 14-acre redevelopment property Tesla might take over. * Last month, Tesla leased a 108,000 sq ft R&D facility near Fremont. * Total new space exceeds 375,000 sq ft, which is about 7% of the main Fremont factory's footprint (5 million sq ft). * Speculation: These new facilities could be for Optimus and/or the Roadster, possibly housing an "Optimus Academy" for robot interaction and learning. **Tesla Reliability (France):** * Tesla overtook Toyota to become France's most reliable car brand for 2025, according to Auto Plus magazine. * Tesla ranked first overall, showing few major defects (isolated, warranty-covered suspension issues) and minor concerns (screen glitches, door handles). * The publication emphasized that EVs are not inherently less reliable than combustion cars. **Cybertruck Rollover Risk:** * NHTSA crash tests found the Cybertruck earned the lowest rollover probability among tested pickups (12.4% risk), beating most traditional SUVs. * Dynamic Stability Tests showed no tip-over incidents. **Robotaxi Update & FSD Reactions:** * Robotaxi trackers: 86 in Austin, 196 in the Bay Area (with less confidence in Bay Area numbers). * An "AI Driver" trip to Austin confirmed unsupervised rides are still route-dependent within a small geofence (85% unsupervised rate). * An anonymous individual working in the autonomous driving field in Korea described Tesla's FSD as "shocking" and "mind-blowing," making their own development feel like "child's play," raising doubts about catching up to Tesla. * Milan Kovacs (former Tesla VP of Optimus) also called supervised FSD "absolutely mind-blowing." **Tesla Personnel Update:** * Phil Duwan's website now lists him as Director of Engineering at Tesla AI, indicating a promotion from Principal Software Engineer of Autopilot. **Tesla India Offer:** * Tesla has a new offer page for prospective customers in India, offering about $3,300 USD savings for trading in gas vehicles. **Consumer Reports Model Y:** * Consumer Reports' 2026 annual top 10 picks named the Tesla Model Y the "best electric vehicle," citing its improving reliability. **FSD Transfer Policy Update:** * Tesla previously required delivery by March 31st for free FSD transfers; now, customers just need to *place their order* by March 31st. **Tesla Trademark Applications:** * Tesla applied for "Cyber Car" and "Cyber Vehicle" trademarks, as "Cyber Cab" cannot be used in certain states. Future robotaxis might be called Cyber Cab, Robotaxi, Cyber Vehicle, or Cyber Car depending on location. **SpaceX Strategic Pivot (Moon/Mars):** * Elon Musk stated SpaceX is officially shifting its primary focus to building a self-growing city on the moon, aiming for completion in less than 10 years. * Mars colonization would take 20+ years due to longer travel times and alignment windows (6-month trip every 26 months vs. 2-day trip every 10 days to the moon). * The moon allows for much faster iteration, prioritizing "securing the future of civilization." * SpaceX still plans to build a Mars city in 5-7 years. * Elon said Blue Origin might land on the moon before SpaceX, which he'd congratulate them for, but the true goal is capability to land "millions of tons of equipment and people." **Ferrari's First All-Electric Vehicle:** * Ferrari shared media on its first all-electric vehicle, likely named "Lusso," a four-seater. * Specs: < 2.5 seconds 0-60 mph, four electric motors, 122 kWh gross battery, 330 miles range (European rating, ~270 EPA). * No release date announced. * Jony Ive (involved in design) made an indirect jab at Tesla's flat interiors, stating touchscreens are "the wrong technology" for cars. **Stellantis EV Business:** * Stellantis announced a $26 billion hit, writing down its EV business. **$100 Trillion Company Discussion:** * Discussion about whether a $100 trillion company is possible by 2030, possibly through a SpaceX/Tesla merger. * A guest argued "yes," with Tesla being the leading candidate due to its unique proprietary data across its companies (Tesla, Neuralink, SpaceX, X). * Elon Musk replied it's "not impossible," but requires "staggering, enormous amount of work and Good Luck." **Tesla Stock Performance:** * Tesla stock (TSLA) closed at $417.32, up 1.51%, while the NDX was up 0.77%. Volume was 13% below average.