以下是视频新闻内容的摘要翻译： * **赛博出租车/赛博出行服务（Cybercab）的监管障碍：** * 由于联邦法规（NHTSA 的 FMVSS 合规性要求），赛博出租车目前无法在美国所有 50 个州向消费者销售。 * 豁免仅限于每个制造商每年 2,500 辆。 * 目前只有大约 10 个州（佛罗里达州、乔治亚州、爱荷华州、路易斯安那州、内布拉斯加州、内华达州、北卡罗来纳州、北达科他州、德克萨斯州、犹他州）允许个人注册和无人驾驶操作。 * 其他 40 个州有不同的法律，主要关注测试、商业车队，或者缺乏具体的自动驾驶汽车（AV）法律。 * 预计各州各自的法律将限制自动驾驶的普及，并且跨州旅行可能违法。 * 特斯拉可能将成为第一家向客户销售无方向盘和踏板的自动驾驶汽车的公司，从而弥合这一监管鸿沟。 * “自动驾驶法案”（Self Drive Act）立法预计要到 2026 年底或 2027 年才能颁布，NHTSA 之后还需要时间来实施细则。 * 根据目前的法规，特斯拉仍然可以向客户（如 MKBHD）销售一辆。 * **特斯拉 FSD 安全数据讨论：** * 特斯拉 FSD 的行驶里程已超过 82 亿英里，其中城市道路行驶里程达 30 亿英里。 * 发言人承认对特斯拉报告数据的方式存在合理质疑。 * 特斯拉声称“重大碰撞事故减少 7 倍”，这是与美国平均车队（12 年车龄）进行比较，而不是与手动驾驶的特斯拉汽车进行比较（如果与后者比较，FSD 会显示安全 2.4 倍）。 * NHTSA 批评特斯拉在事故报告中依赖传感器（严重碰撞可能未被报告），以及碰撞前 5 秒的 FSD 活动窗口（NHTSA 更倾向于 30 秒）。 * FSD 仅在“简单”场景下运行的说法，由于其性能改进（例如在雪中表现），正在失去有效性。 * 数据报告存在偏见（特斯拉出于营销目的，Gizmodo 等媒体存在负面偏见），常有选择性报道。 * Gizmodo 报道称，自去年 6 月以来，奥斯汀发生了 14 起 Robotaxi 事故，相当于每 57,000 英里发生一起事故，这比美国轻微碰撞的平均水平（222,000 英里）还要差。 * 发言人认为，这种具体的框架对于安全声明来说是不合理的，因为大多数事故是轻微的，没有人员受伤，也没有确定责任。 * 发言人相信 FSD 比人类驾驶更安全，FSD 的广泛普及将大幅减少每年的道路死亡人数。 * 埃隆·马斯克表示，需要大约 100 亿英里的训练数据才能实现无监督自动驾驶，按照每天 2000 万英里的速度，预计将在 5 月到 6 月之间达到。 * **纽约 Robotaxi 遭遇挫折：** * 纽约州州长凯茜·霍赫尔撤回了一项允许在纽约市以外的小城市提供商业 Robotaxi 服务的提案，原因是缺乏利益相关者（卡车司机工会、劳工工会、出租车工会）的支持。 * 这维持了现状，对 Waymo 来说是一个挫折，尽管他们计划继续通过立法机构推动。 * **EIA 太阳能报告与特斯拉 Megapack 需求：** * 美国能源信息署（EIA）的报告解释了特斯拉为何重新聚焦太阳能。 * 预计 2025 年美国太阳能发电量将比 2024 年同比增长 28%。 * 仅公用事业规模太阳能就增长了 34.5%，这意味着特斯拉 Megapack 的强劲需求将持续（因为这些太阳能农场通常与电池储能配套）。 * 屋顶太阳能（住宅和商业）也增长了 11%。 * 公用事业规模太阳能的增长速度大约是屋顶太阳能的三倍。 * **FCC 批准特斯拉超宽带 (UWB) 豁免：** * 美国联邦通信委员会（FCC）批准了特斯拉对两项关于 UWB 设备规则的豁免。 * 这项技术对于 Cybercab 实现厘米级精度以对准无线充电板至关重要，从而保持充电效率（目标 97%）。 * UWB 将在蓝牙握手后启动，引导 FSD 实现完美的线圈对准。 * 如果没有 UWB，特斯拉将不得不依赖可靠性较低的基于视觉的泊车系统。 * 获得豁免的原因是特斯拉的设计造成的干扰风险极小，并促进了电动汽车/自动驾驶的普及。 * UWB 信号只在靠近和停车时瞬间发出，而不是持续发出，并且停在充电板上的车辆会进一步减少干扰。 * 这项豁免可能为 Cybercab 最早于 3 月在奥斯汀或弗里蒙特等地进行无线充电测试亮起绿灯。 * **优步 (Uber) 的自动驾驶汽车充电基础设施：** * 优步计划投资超过 1 亿美元，在美国建设快速充电自动驾驶汽车充电站，初期重点放在湾区、洛杉矶和达拉斯。 * 他们计划在 2024 年底前在至少 10 个城市推出优步应用程序上的自动驾驶汽车服务，并与多家科技公司合作。 * 在奥斯汀和亚特兰大，优步与 Waymo 合作，负责车辆管理（充电、清洁、检查）。 * 优步正在与多个自动驾驶汽车行业参与者签署协议，不依赖垂直整合。 * 优步还宣布与充电运营商（例如 EVgo、Reville）签订了单独协议，使其网约车电动汽车司机的充电更加便捷，保证使用水平，并在未达到时支付罚款。这些普通网约车充电站将对公众开放。 * **Waymo 远程协助澄清：** * Waymo 回复了参议员马基的质询，表示他们每周在美国六个城市提供超过 40 万次有偿出行服务，总出行次数已超过 2000 万次，车队规模超过 3000 辆。 * 他们澄清说，远程协助（RA）代理提供建议和支持，但**不直接控制、操纵或驾驶车辆**。 * 存在一种工具，允许 RA 代理以 2 英里/小时的速度短距离向前移动汽车，并以固定转向角度驶离车道，但这从未在训练之外使用过。 * Waymo 在全球有四个 RA 地点（亚利桑那州、密歇根州和菲律宾的两个），任何给定时间大约有 70 名代理值班，平均每位操作员服务约 43 辆车。 * **特斯拉 Model 3/Y 获得顶级评级：** * **Edmunds** 将特斯拉 Model 3 评为“最佳电动汽车”，赞扬其价值、改进的制造质量、乘坐舒适性、效率、性能和技术。 * **JD Power** 的电动汽车车主满意度研究显示，Model 3 在高端 BEV 细分市场中整体排名最高（得分 804），Model Y 位居第二（797）。 * 电动汽车车主整体满意度达到 2021 年以来的最高水平，96% 的车主考虑再次购买 BEV。 * 公共充电可用性是改进最大的指数因素。 * **梅赛德斯-奔驰 EQB 召回：** * 梅赛德斯-奔驰 EQB 在美国第三次被召回（超过 11,800 辆），原因是高压电池存在内部短路导致起火的风险。 * 此前与电池制造商 Ferrisis Energy（中国）合作开发的软件修复未能解决问题。 * **福特采用 48 伏架构：** * 福特即将推出的电动汽车将采用 48 伏电气架构，引用其带来的好处，例如更低的成本、更细的电线和面向未来的设计（据艾伦·克拉克，前特斯拉员工，现任职于福特）。 * 这一决定带来了超越电池本身的好处，并扩展了 12 伏系统的带宽。 * 福特此前已经决定这样做，但特斯拉在该领域的早期工作“火上浇油”，并帮助了供应商。 * **特斯拉超级充电站咖啡店构想：** * 埃隆·马斯克对一个由人工智能生成的特斯拉超级充电站咖啡店渲染图表现出兴趣，并表示“我们应该肯定尝试用 Optimus 来实现它。” * **特斯拉股票表现：** * 特斯拉股价收盘报 411.71 美元，上涨 0.09%，而纳斯达克 100 指数下跌 0.41%。 * 交易量比平均水平低 15%。

Here's a summary of the video's news items: * **Cybertaxi/Cybercab Regulatory Hurdles:** * A Cybercab cannot currently be sold to customers in all 50 states due to federal regulations (NHTSA's FMVSS compliance). * Exemptions are limited to 2,500 units per manufacturer per year. * Only about 10 states (FL, GA, IA, LA, NE, NV, NC, ND, TX, UT) currently allow personal registration and driverless operation. * The other 40 states have varied laws, focusing on testing, commercial fleets, or lacking specific AV laws. * State-specific laws are expected to limit autonomous adoption and interstate travel could be illegal. * Tesla is likely to be the first to sell an autonomous vehicle without wheels and pedals to a customer, bridging this regulatory gap. * The "Self Drive Act" legislation is not expected to be enacted until late 2026 or 2027, with NHTSA needing time afterward to implement rules. * Tesla could still sell one unit to a customer (like MKBHD) under current regulations. * **Tesla FSD Safety Data Discussion:** * Tesla's FSD mileage counter is now over 8.2 billion miles, with 3 billion city-driven miles. * The speaker acknowledges legitimate pushback on how Tesla reports data. * Tesla's claim of "7 times fewer major collisions" is compared to the US average fleet (12 years old), not manual Teslas (which would show FSD as 2.4 times safer). * NHTSA criticizes Tesla's reliance on sensors for incident reporting (severe crashes may not be reported) and the 5-second FSD activity window before impact (NHTSA prefers 30 seconds). * The argument that FSD only engages in "easier" scenarios is losing validity due to improved performance (e.g., snow). * Data reporting is biased (Tesla for marketing, negative bias from outlets like Gizmodo), often cherry-picking. * Gizmodo reported 14 Robotaxi incidents in Austin since June, working out to one incident every 57,000 miles, which is worse than the US average for minor collisions (222,000 miles). * The speaker argues this specific framing is not reasonable for safety claims, as most incidents were minor with no injuries and fault wasn't assigned. * The speaker believes FSD is safer than humans, and widespread FSD adoption would drastically reduce annual road deaths. * Elon Musk stated ~10 billion miles of training data are needed for unsupervised self-driving, which at 20 million miles/day, should be reached between May and June. * **New York Robotaxi Setback:** * New York Governor Kathy Hochul withdrew a proposal to allow commercial robotaxi services in smaller cities outside NYC due to a lack of support from stakeholders (Teamsters, labor unions, taxi unions). * This maintains the status quo and is a setback for Waymo, though they plan to continue pushing via the legislature. * **EIA Solar Report & Tesla Megapack Demand:** * The Energy Information Administration (EIA) report indicates why Tesla has refocused on solar. * US electricity generation from solar is projected to be up 28% year-over-year in 2025 compared to 2024. * Utility-scale solar alone is up 34.5%, implying continued strong demand for Tesla's Megapack (as these farms are often paired with battery storage). * Rooftop solar (residential and commercial) is also up 11%. * Utility-scale solar is growing approximately three times faster than rooftop solar. * **FCC Grants Tesla Ultra-Wide Band (UWB) Waiver:** * The FCC granted Tesla a waiver for two sections of rules governing UWB devices. * This technology is crucial for the Cybercab to achieve centimeter-level precision for aligning with wireless charging pads, maintaining charging efficiency (target 97%). * UWB will kick in after a Bluetooth handshake, guiding FSD for perfect coil alignment. * Without UWB, Tesla would rely on less reliable vision-based systems for parking. * The waiver was granted because Tesla's design poses minimal interference risks, and promotes EV/autonomous adoption. * UWB signals will only be emitted momentarily during approach and parking, not continuously, and the vehicle on the pad will further reduce interference. * This waiver could greenlight wireless charging testing for Cybercab in places like Austin or Fremont as early as March. * **Uber's Autonomous Vehicle Charging Infrastructure:** * Uber plans to spend over $100 million to build fast-charging AV stations in the US, focusing initially on Bay Area, Los Angeles, and Dallas. * They aim to launch AVs on the Uber app in at least 10 cities by the end of 2024, partnering with various tech companies. * In Austin and Atlanta, Uber works with Waymo, managing the vehicles (charging, cleaning, inspection). * Uber is signing agreements with multiple AV industry players, not relying on vertical integration. * Uber also announced separate deals with charger operators (e.g., EVgo, Reville) to make charging more accessible for its rideshare EV drivers, guaranteeing usage levels and paying fines if not met. These general rideshare charging sites will be publicly accessible. * **Waymo's Remote Assistance Clarification:** * Waymo responded to Senator Markey's inquiries, stating they provide over 400,000 paid trips/week across six US cities, surpassing 20 million lifetime trips with a fleet of over 3,000 vehicles. * They clarified that Remote Assistance (RA) agents provide advice and support but *do not directly control, steer, or drive the vehicle*. * A tool exists for RAs to move a car forward at 2 mph for a short distance at fixed steering angles to exit a travel lane, but it has never been used outside of training. * Waymo has four RA locations globally (Arizona, Michigan, and two in the Philippines) with roughly 70 agents on duty at any given time, serving approximately 43 vehicles per operator. * **Tesla Model 3/Y Receive Top Ratings:** * **Edmunds** named the Tesla Model 3 the "best-rated electric car," praising its value, improved build quality, ride comfort, efficiency, performance, and tech. * **JD Power's** EV owner satisfaction study ranked the Model 3 highest overall (score 804) in the premium BEV segment, with the Model Y second (797). * Overall EV owner satisfaction is at its highest level since 2021, with 96% of owners considering another BEV. * Public charging availability was the most improved index factor. * **Mercedes Benz EQB Recall:** * The Mercedes Benz EQB is being recalled for the third time in the US (over 11,800 units) due to a high-voltage battery fire risk from an internal short circuit. * A previous software fix, developed with battery manufacturer Ferrisis Energy (China), failed to resolve the issue. * **Ford Adopting 48-Volt Architecture:** * Ford's upcoming EVs will adopt a 48-volt electrical architecture, citing benefits like lower cost, smaller wires, and future-proofing (per Alan Clark, formerly of Tesla, now at Ford). * This decision provides benefits beyond the battery and extends the bandwidth of 12-volt systems. * Ford had already decided on this, but Tesla's prior work in this area "added fuel to the fire" and helped suppliers. * **Tesla Supercharger Coffee Shop Idea:** * Elon Musk expressed interest in an AI-generated render of a Tesla coffee shop at Supercharging stations, suggesting "we should probably try this out for sure with Optimus." * **Tesla Stock Performance:** * Tesla stock closed the day at $411.71, up 0.09%, while the NDX was down 0.41%. * Volume was 15% below the average.