以下是内容的中文翻译： 本播客由Dylan Loomis主持，于2026年9月23日发布。 Dylan首先感谢观众喜欢昨天的视频，并表示这个习惯将让他有更多时间投入到Electrified项目中，这可能会带来更多的视频和深度研究。他指出，这也有助于宣传特斯拉。 **昨日视频更新（Zooks和Tesla Cybercab）：** - Dylan感谢Michael的一条评论，该评论澄清了Zooks和Tesla Cybercab是非常不同的车辆，这意味着Zooks的豁免需求比特斯拉的可能更为广泛。 - Dylan澄清了他先前的论点：两家公司就刹车踏板这一单一项目提出了相同的论点，即Zooks最初试图自行认证物理脚踏控制刹车踏板不适用于他们。 - Nyssa拒绝了Zooks的自行认证，要求其获得刹车踏板规则（FMVSS）的豁免，而该规则并未正式改变。 - Dylan重申他的立场，即“特斯拉的自行认证至少有失败的可能性”，而不是“教条主义地声称”会100%失败。 - 他强调了Nyssa在Cybercab审计查询前几天发表的公开声明，指出虽然新的规则制定（包括针对刹车踏板的）正在进行中，以消除“不必要的障碍”，但现有标准在完成之前仍然有效。 - 审计查询中的第19个问题特别询问特斯拉如何确定其符合FMVSS 135的第一句话，该句话规定：“行车制动器应通过脚踏控制器激活。” - Dylan提到，如果特斯拉辩称其自行认证的初始生产版本带有刹车踏板和方向盘，可能会出现模糊不清的情况。 - 他引用了美国法典30122，该法典禁止故意使任何用于符合安全标准的部件或设备失效。 - Cybercab审计查询中的第7个问题直接询问特斯拉，移除临时人工驾驶控制装置如何符合该美国法典。 - Dylan认为，在Cybercab发布前34天，美国国家公路交通安全管理局（NHTSA）修订了第555部分豁免，以便在获得批准后追溯涵盖旧车型，这表明该修订可能考虑到了特斯拉。 - 其他可能的结果包括特斯拉增加一个隐藏的脚踏式刹车踏板，尽管Dylan认为特斯拉“不会想这么做”。 - Dylan推测，特斯拉可能预料到NHTSA的挑战是一场“猫捉老鼠的游戏”，旨在“拖延时间”。他指出，罚款相对较小（每辆车27,000美元，对于1,000辆Cybercabs来说总计约2700万美元，这对特斯拉来说“微不足道”），这使得他们可以拖延到FMVSS规则变更。 - 他提出了为他的频道提供会员选项的想法，以提供更多“深度、重磅研究类型”和“大胆猜测类型”的仅限会员的视频。 - 特斯拉有八天时间回应审计查询。 **赞助商 - Cove Pure：** - Dylan介绍了Cove Pure，这是一种反渗透净水系统，并指出它采用了与SpaceX超纯水系统相同的技术。 - 他强调了其台面式设计、无需安装、四级过滤可消除高达99%的污染物（重金属、微塑料、永久性化学品、砷），以及其即时供应热水、冷水或温水的独特能力。 - 他声称水“似乎味道更好”，并将其归因于可能的安慰剂效应。 - 观众可在covepure.com/electrified享受250美元的折扣。 **Tesla Semi订单 (ZET Scale Alliance)：** - 美国托运人联盟ZET Scale宣布了一项新的Tesla Semi订单，总计2,500辆8级卡车。 - 特斯拉被指定为“主要卡车制造商”，但沃尔沃（Volvo）、Ride和肯沃斯（Kenworth）也是备选，这意味着并非所有2,500辆卡车都确认是Tesla Semi。 - 这是“美国历史上最大的电动卡车订单”，用于美国道路，但没有给出具体的时间表。 - ZET联盟是一个由Catalyst Mobility（前身为CalStart）和Smart Freight Center运营的新私营部门联盟，其目标是扩大到“10,000辆卡车及以上”。 - 这笔交易“几乎使全国的8级车队翻倍”，不过Dylan指出车辆分类可能存在争议。 - Catalyst总裁表示，ZET Scale组织了需求，以便制造商能够“按规模定价”，帮助“清洁卡车脱离试点阶段”。 - 微软（Microsoft）、百事（Pepsi）和红牛（Red Bull）等托运人正通过该联盟汇集需求，该联盟将购买卡车并将其回租给运输公司。 - 这种设置意义重大，因为运营商（运输公司）不承担“残值风险”，这使得许多承运商此前“袖手旁观”。 - Smart Freight的首席执行官强调，在整个链条中分担风险使得该行业能够“大规模发展”。 - 特斯拉通过独立进行的竞争性采购请求（RFP）赢得了其席位，投标根据价格、续航里程、充电能力和生产能力进行评分。 - 初步部署将集中在加利福尼亚州、西雅图、休斯顿、达拉斯、圣安东尼奥、芝加哥地区、亚特兰大以及新泽西州北部/纽瓦克/纽约市的10个货运枢纽。 - 这一蓝图允许像特斯拉这样的制造商同时向多个车队投标，可能带来更高的销量，而最终客户则可以租赁，无需担心残值。 - 关于ZET联盟的资本化和财务状况，以及租赁费率的详细信息，目前仍是未知数。 - Dylan估计，即使Tesla Semi订单仅占头条数字的一半（1,250辆），根据他的Tesla Semi仪表板追踪器，这也“基本上使特斯拉全部已验证的Tesla Semi订单翻倍”。 - Tesla Semi官方账号证实了这一消息，丹·普里斯特利（Dan Priestley）表示“这仅仅是个开始”，这进一步强化了这一蓝图可以鼓励更多托运人实现电动化的想法。 **Grok 4.7和Tesla车载Grok：** - Grok 4.7正在向部分用户推出（Dylan通过Cursor的Ultra套餐获得了访问权限）。 - 对Grok 4.7的初步反馈“褒贬不一”；Dylan有限的经验“并不理想”，Grok 4.7最初错误地声明GrokBot不是特斯拉车辆中的实时功能，并承认了“事实性错误”。 - 人工智能专家Theo提供了“更难以原谅”的反馈：Grok 4.7的代币效率较低（降低30-80%），在基准测试中得分低于4.6，速度更慢，体验更不愉快，实际成本是Grok 4.6的两倍多，甚至超过了Astra的成本。 - Dylan对95%用户的基准测试表示怀疑，他更喜欢快速、准确、高效的模型，并承认模型在不同领域各有擅长。 - Theo将Grok 4.7描述为“一个非常令人失望的版本”。 - 埃隆·马斯克（Elon Musk）在8月12日曾大肆宣传Grok 4.7，称其将“超越所有现有模型”，但后来又收回了此言，表示它应该“大致与Opus 5相当，而非5.1”，有些方面更好，有些方面更差，需要修复多模态性能问题。 - 埃隆强调使用4.7配合“我们的构建线束（build harness）以获得最佳结果”，Dylan用飞行员/驾驶舱的比喻解释了这一点，强调模型性能在很大程度上取决于它所使用的特定“线束”或工具。 - 特斯拉宣布“Grok和您的特斯拉现在可以通过连接器完成有意义的工作”，实现免提管理收件箱、日历、文件、聊天和任务。 - GrokBot可以实现“复杂任务”，如订购咖啡或安排日程。 - 此功能目前仅限于“Super Grok Heavy”订阅者（每月300美元），预计将推出更多层级。 - Dylan的观点：车载Grok充当“GrokBot提示符的代理”。他表示目前“没有理由升级到Super Grok Heavy”，因为用户可以在监督FSD的同时直接在手机上提示GrokBot。 - 他演示了如何使用他与WAVE集成的GrokBot来检查并标记已支付的发票。 - 他建议听众现在就下载GrokBot来设置一个机器人团队，否则车载功能“毫无用处”。 - 这被视为未来更强大迭代的基础工作，目前需要AMD芯片和高级连接功能。 - Yuntasai评论说，特斯拉车载Grok可以处理DoorDash、OpenTable和Uber Eats，并帮助完成工作任务，例如启动拉取请求或准备文档。 - Dylan重申，车载集成目前是Grok充当中间人，将语音提示传递给GrokBot团队，这表明直接使用手机目前更具成本效益。 - 他建议等待“普通人”测试该功能，并“突破特定平台的限制”。 - 他认为这是“此功能最糟糕的时期”，并展望未来人类将成为代理机器人团队的“管理者和委派者”。 - 他提出了对隐私、安全和责任的担忧，指出他还没有（但未来可能会）给予GrokBot访问他银行账户的权限。 - 他对特斯拉车辆转型为“生产力舱班车”感到兴奋。 **其他特斯拉新闻：** - Yuntasai提到，Grok构建团队优化了4.7的线束，并且FSD/CyberCab功能是使用“隔夜代理”交付的。 - Yuntasai还承认特斯拉的摄像头清洁问题“有点过于敏感”，并且已经得到解决，提示可能随着14.3.10版本而消失。 - Carsauce的一段视频展示了特斯拉展厅中的CyberCab用户界面示例，该界面类似于客户拥有的特斯拉用户界面。Dylan表示，这表明特斯拉向客户销售Cybercab“只是时间问题，而不是会不会的问题”，即使还需要几年时间。 - 特斯拉昨晚在奥斯汀的注册车队中新增了9辆CyberCabs，使奥斯汀的总数达到67辆，注册的特斯拉车辆总数为476辆（实时追踪器又发现了2辆CyberCabs后，现在德克萨斯州总数为69辆，因此总数达到478辆）。 - 车辆识别码（VINs）现在高达3,354，这意味着特斯拉可能拥有超过3,000辆Cybercabs（生产版本和Farzads的混合）遍布全国。 **梅赛德斯-奔驰/WAVE合作：** - 梅赛德斯-奔驰选择整合WAVE进行自动驾驶工作，而不是与特斯拉合作FSD。 - 这一全球合作伙伴关系将从未来两年内开始，把WAVE的AI驾驶员集成到未来的梅赛德斯-奔驰车辆中。 - Dylan称WAVE声称自己是“具身AI领域的全球领导者”是“过分的说法”。 - 他指出，WAVE此前曾通过声称其AI驾驶员像人类一样学习，无需高清地图，无需地理围栏或针对特定城市的再训练即可泛化到新城市，从而与特斯拉的方法保持一致。 - Dylan反驳说，根据特斯拉的经验，“这在现实世界中并非如此”，每个新城市都将需要100%的验证。 - 新闻稿“细节非常少”。 - 梅赛德斯正在推进两条平行的自动驾驶轨道：Nvidia的Alpamayo用于CLA和S级等车型，以及WAVE用于其他车辆。 - 这是梅赛德斯的一项“对冲”，承认“目前还没有人真正赢得了这场战略之战”。 **股票表现：** - 特斯拉股票收盘价为378.90美元，上涨0.96%。 - SpaceX收盘价为154.72美元，上涨1.89%。 - 纳斯达克100指数（NDX）上涨0.82%。 Dylan最后提醒听众关注CovePure，并感谢他的Patreon支持者。

This podcast, hosted by Dylan Loomis, was published on 2026-09-23. Dylan began by thanking viewers for liking yesterday's video, stating that this habit would allow him more time for Electrified, potentially leading to more videos and deep-dive research. He noted it would also help spread the word about Tesla. **Update on Yesterday's Video (Zooks and Tesla Cybercab):** - Dylan thanked Michael for a comment clarifying that Zooks and Tesla Cybercab are very different vehicles, meaning Zooks's exemption needs were more extensive than Tesla's might be. - Dylan clarified his previous argument: both companies made the same argument regarding the single line item of the brake pedal, where Zooks initially tried to self-certify that the physical brake pedal with foot control did not apply to them. - Nyssa denied Zooks's self-certification, requiring an exemption from the brake pedal rule (FMVSS), which has not officially changed. - Dylan reiterated his stance that there is "at least a chance that Tesla's self-certification fails," not a "dogmatic claim" of 100% failure. - He highlighted Nyssa's public statements days before the Cybercab audit query, noting that while new rulemakings were underway (including for brake pedals) to remove "unnecessary barriers," existing standards remain in force until completed. - Question 19 in the audit query specifically asked how Tesla determined compliance with the first sentence of FMVSS 135, which states: "The service brakes shall be activated by means of a foot control." - Dylan mentioned the potential for murkiness if Tesla argued it self-certified initial production versions with a brake pedal and steering wheel. - He cited US code 30122, which prohibits knowingly making inoperative any part or device used to comply with safety standards. - Question 7 in the Cybercab audit query directly asked Tesla how the removal of temporary human driver controls aligns with this US code. - Dylan considered that 34 days before the Cybercab launch, NHTSA amended the part 555 exemption to retroactively cover older vehicles once granted, suggesting it might have been made with Tesla in mind. - Other possible outcomes include Tesla adding a hidden, foot-operated brake pedal, though Dylan believes Tesla "would not want to do that." - Dylan speculated that Tesla might have anticipated NHTSA's challenge as a "cat and mouse game," aiming to "kick the can down the road." He noted that fines are relatively small ($27,000 per vehicle, totaling about $27 million for 1,000 Cybercabs, which is "nothing" for Tesla), allowing them to delay until FMVSS changes. - He floated the idea of a membership option for his channel for more "deep dive, heavy research type" and "reckless type of speculation" videos for members only. - Tesla has eight days to respond to the audit query. **Sponsor - Cove Pure:** - Dylan introduced Cove Pure, a reverse osmosis water filtration system, noting it uses the same technology as SpaceX's ultra-pure water systems. - He highlighted its countertop design, no installation, four-stage filtration eliminating up to 99% of contaminants (heavy metals, microplastics, forever chemicals, arsenic), and its unique ability to instantly dispense hot, cold, or warm water. - He claimed the water "just seems to taste better," attributing it possibly to placebo. - Viewers can get $250 off at covepure.com/electrified. **Tesla Semi Order (ZET Scale Alliance):** - A new Tesla Semi order was announced from the US Shippers Alliance ZET Scale, totaling 2,500 Class 8 trucks. - Tesla was named the "primary truck maker," but Volvo, Ride, and Kenworth are also options, meaning not all 2,500 units are confirmed Tesla Semis. - This is the "biggest electric truck order in US history" and is for US roads, with no specific timeline given. - The ZET Alliance is a new private sector alliance operated by Catalyst Mobility (formerly CalStart) and the Smart Freight Center, with an ambition to expand to "10,000 trucks and beyond." - This deal "nearly doubles the country's Class 8 fleet," though Dylan noted potential debate on vehicle classification. - The president of Catalyst stated ZET Scale organized demand so manufacturers could "price at scale," helping "clean trucks leave the pilot phase." - Shippers like Microsoft, Pepsi, and Red Bull are pooling demand through the alliance, which will buy trucks and lease them back to shipping companies. - This setup is significant because operators (shipping companies) do not hold the "residual value risk," which has kept many carriers "parked on the sidelines." - The CEO of Smart Freight emphasized that sharing risk across the chain allows the industry to move "at scale." - Tesla won its slot through an independently run competitive Request for Purchase (RFP), with bids scored on price, range, charging capability, and production capacity. - Initial deployments will be concentrated around 10 freight hubs in California, Seattle, Houston, Dallas, San Antonio, the Chicago area, Atlanta, and Northern New Jersey/Newark/New York City. - This blueprint allows manufacturers like Tesla to bid to multiple fleets simultaneously, potentially leading to higher volumes, while end customers can lease without residual value concerns. - The question remains about the ZET alliance's capitalization and financials, with no current details on leasing rates. - Dylan estimated that even if Tesla Semi orders only accounted for half the headline number (1,250 units), it would "basically be doubling Tesla's entire list of verified Tesla Semi orders to date," according to his Tesla Semi dashboard tracker. - The official Tesla Semi account confirmed the news, and Dan Priestley stated, "just the start," reinforcing the idea that this blueprint could encourage more shippers to electrify. **Grok 4.7 & Grok in Tesla Vehicles:** - Grok 4.7 is rolling out to some users (Dylan has access via Cursor's Ultra plan). - Initial feedback on Grok 4.7 is "very mixed"; Dylan's limited experience "has not been great," with Grok 4.7 initially incorrectly stating GrokBot was not a live feature in Tesla vehicles and admitting a "factual error." - Theo, an AI expert, provided "much harder to forgive" feedback: Grok 4.7 is less token efficient (30-80% less), scores worse than 4.6 in benchmarks, is slower, less pleasant, and has real-world costs over twice that of Grok 4.6, exceeding Astra's costs. - Dylan expressed skepticism about benchmarks for 95% of users, preferring models that are fast, accurate, and efficient, acknowledging models excel in different domains. - Theo described Grok 4.7 as a "very disappointing release." - Elon Musk had hyped Grok 4.7 on August 12th, saying it would "exceed all current models," but later backtracked, stating it should be "roughly on par with Opus 5, not 5.1," and better in some ways, worse in others, needing multimodal performance fixes. - Elon emphasized using 4.7 with "our build harness for the best results," which Dylan explained using a pilot/cockpit analogy, highlighting that model performance depends heavily on the specific "harness" or tools it uses. - Tesla announced that "Grok and your Tesla can now do meaningful work" with connectors, allowing hands-free management of inbox, calendar, files, chat, and tasks. - GrokBot enables "complex tasks" like coffee orders or scheduling. - This feature is currently only available to "Super Grok Heavy" subscribers ($300 a month), with more tiers expected. - Dylan's opinion: Grok in the vehicle acts as a "proxy for a prompter for GrokBot." He stated there's "no reason to upgrade to Super Grok Heavy" yet, as users can directly prompt GrokBot on their phone while supervising FSD. - He demonstrated using his GrokBot integrated with WAVE to check and mark invoices as paid. - He advised listeners to download GrokBot now to set up a bot team, as the in-car feature is "useless" otherwise. - This is seen as groundwork for more robust future iterations, currently requiring an AMD chip and premium connectivity. - Yuntasai commented that Grok in Tesla can handle DoorDash, OpenTable, and Uber Eats, and help with work tasks like spinning up pull requests or prepping documents. - Dylan reiterated that the in-car integration is currently Grok acting as a middleman, passing voice prompts to the GrokBot team, suggesting using a phone directly is currently more cost-effective. - He advised waiting for "normal people" to test the feature and to "push the limits" beyond specific platforms. - He believes this is the "worst this feature will ever be" and envisions a future where humans become "managers and delegators" for agentic bot teams. - He raised concerns about privacy, security, and liability, noting he hasn't (yet) given GrokBot access to his bank accounts. - He expressed excitement about Tesla vehicles transforming into "productivity pod shuttles." **Other Tesla News:** - Yuntasai mentioned that Grok build teams optimized the harness for 4.7 and that FSD/CyberCab features were shipped using "overnight agents." - Yuntasai also admitted the Tesla camera cleaning issue was "a bit too sensitive" and has been addressed, with the nag potentially disappearing with 14.3.10. - A Carsauce video showed a sample CyberCab user interface in a Tesla showroom, which resembles customer-owned Tesla UIs. Dylan stated this indicates that Tesla selling Cybercabs to customers is a "matter of when, not if," even if years away. - Tesla added nine CyberCabs to the registered fleet in Austin late last night, bringing the total to 67 in Austin and 476 total registered Tesla vehicles (now 478 after a real-time tracker found two more CyberCabs, making 69 in Texas). - VINs now go up to 3,354, meaning Tesla likely has over 3,000 Cybercabs (a mix of production and Farzads) across the country. **Mercedes-Benz/WAVE Partnership:** - Mercedes-Benz chose to integrate WAVE for autonomous efforts instead of partnering with Tesla for FSD. - This global partnership will integrate WAVE's AI driver into future Mercedes-Benz vehicles starting in the next two years. - Dylan called WAVE's claim of being the "global leader in embodied AI" an "egregious statement." - He noted WAVE previously aligned with Tesla's approach by claiming its AI driver learns like humans, without HD maps, generalizing to new cities without geofences or city-specific retraining. - Dylan counter-argued that, based on Tesla's experience, "that is really not how it plays out in the real world," and 100% validation will be required for each new city. - The press release was "very short on detail." - Mercedes is pursuing two parallel autonomy tracks: Nvidia's Alpamayo for models like the CLA and S-Class, and WAVE for other vehicles. - This is a "hedge" by Mercedes, acknowledging that "no one's strategy has won yet." **Stock Performance:** - Tesla stock closed at $378.90, up 0.96%. - SpaceX closed at $154.72, up 1.89%. - The NDX was up 0.82%. Dylan concluded by reminding listeners about CovePure and thanking his Patreon supporters.