An Emerging FSD Storyline / Tesla Impresses in New Study / Winds Shift in Delaware ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my newest patrons, Bill B and Patrick D. Thank you for choosing to support the channel. As a reminder, I update the Patreon outro screens once every quarter, but if you want your name on there sooner, just shoot me an email. And a quick shout out to Hostway D and Josh S. Thank you for choosing to use my Tesla referral link and congratulations on your new Teslas.

欢迎收看《Electrified》节目，我是主持人Dylan Loomis。我要特别感谢我最新的赞助者，Bill B和Patrick D。感谢你们选择支持这个频道。提醒大家，我每季度更新一次Patreon的片尾名单，但如果你希望你的名字能尽快出现在上面，欢迎随时发邮件给我。另外，也要感谢Hostway D和Josh S，谢谢你们选择使用我的特斯拉推荐链接，并祝贺你们获得新车。

On Friday's episode, I said that in the next few weeks, I would not be surprised if the tariffs on Canada and Mexico go away as it's likely to be a negotiating tactic, and here we are just a few days later. The tariffs were set to go into effect Tuesday, February 4th, but now Trump has delayed the 25% tariffs on Mexico for one month because Mexico has agreed to send 10,000 National Guard Officers to the border to stop the flow of fentanyl and migration to the US. In negotiations between the US and Mexico will continue over the next 30 days during this pause.

在周五的节目中，我说过，接下来的几周内，如果对加拿大和墨西哥的关税取消，我不会感到惊讶，因为这很可能是一种谈判策略。而现在，仅仅几天后，那些关税的生效日期原本定在2月4日星期二，但特朗普已经将对墨西哥实施的25%关税推迟了一个月。因为墨西哥同意派遣1万名国民警卫队员到边境，阻止芬太尼的流入和移民的进入。美墨之间的谈判将在这次暂停期间的30天里继续进行。

And after talking to Justin Trudeau, Trump is also delaying the 25% tariffs on Canada for one month as Canada has agreed to pause its 25% tariffs on the US for 30 days to continue negotiating and Canada has agreed to implement a $1.3 billion border plan, again, to stop migration and the flow of fentanyl. When it comes to the 10% tariff on goods from China, Trump is still talking to Chinese officials and China has threatened to sue the US over this through the World Trade Organization.

在与贾斯廷·特鲁多交谈后，特朗普决定将对加拿大征收的25%关税延迟一个月，因为加拿大同意暂停对美国征收的25%关税，为期30天，以便继续进行谈判。同时，加拿大还同意实施一项价值13亿美元的边境计划，以阻止移民和芬太尼的流入。至于对中国商品征收的10%关税，特朗普仍在与中国官员进行谈判，而中国已威胁要通过世界贸易组织起诉美国。

Trump has said he believes China is using Mexico as a backdoor to send cheap auto parts to the US. So for the next 30 days, the tariffs between Canada, Mexico and the US are all on pause and Trump has received what he wanted originally. For the weekend, Kyle from Out of spec put out a video showcasing one of the best FSD like systems in China, Huawei's ADS 3.2 on the Avatar 11 vehicle.

特朗普曾表示，他相信中国正在利用墨西哥作为后门，将廉价汽车零件输送到美国。因此，在接下来的30天里，美国、加拿大和墨西哥之间的关税都将暂停，而特朗普也如愿以偿。周末期间，来自Out of Spec的凯尔发布了一段视频，展示了中国最好的类似全自动驾驶系统之一——华为的ADS 3.2，该系统搭载在Avatar 11车辆上。

Before we touch on this, some important context, this Avatar 11 vehicle sells between $40,000 and $60,000 US depending on the trim, but this ADS 3.2 self-driving system is actually included in the price of the vehicle. So unlike FSD, there's no additional cost and no monthly subscription. On the Avatar website, all variants of the 11 have 3 lidar systems and the word was in the video that each lidar costs about $200. The vehicles also have 3 millimeter wave radars, 11 HD cameras, so 3 more cameras than Teslas and 12 ultrasonic wave radars.

在讨论这个之前，先了解一些重要背景信息：这款Avatar 11车辆的售价在4万美元到6万美元之间，具体取决于配置，但其ADS 3.2自动驾驶系统实际上包含在车辆的价格中。因此，与FSD不同，它没有额外费用和每月订阅。在Avatar的网站上，所有11型号的变体都配备3个激光雷达系统，并且视频中提到每个激光雷达的成本约为200美元。这些车辆还配有3个毫米波雷达、11个高清摄像头，比特斯拉多出3个摄像头，以及12个超声波雷达。

So that's 29 sensors in total on the Avatar 11 compared to the 8 cameras in a Tesla vehicle for FSD. So yes, of course, the cogs for this ADS suite is going to be more expensive relative to Teslas, but they're still offering it between $40,000 and $60,000 in the overall vehicle package. ADS 3.2 functions a lot like FSD in that it's technically only level 2, so the driver is still always responsible and required to pay attention and take over at any time.

因此，Avatar 11 总共配备了 29 个传感器，相比之下，特斯拉的 FSD 系统中有 8 个摄像头。所以，当然，这套自动驾驶系统的成本相对于特斯拉会更昂贵，但他们仍然将其作为整车套餐的一部分，售价在 4 万到 6 万美元之间。ADS 3.2 的功能与 FSD 非常相似，实际上都属于二级自动驾驶，因此司机仍需始终负责，必须时刻注意路况，并在任何时候都准备接管车辆控制。

And most importantly, Avatar has become the first auto brand in China to offer these intelligent driving features without relying on HD maps. Based on multi-sensor fusion perception, ADS 3.0 has achieved smart driving nav functions covering both highways and urban areas without relying on high precision maps. On the decision-making end, it adopts the PDP network allowing for pre-planning, decision-making, and planning to be integrated into one network replacing the previous rules-based algorithms.

最重要的是，Avatar 已成为中国首个在不依赖高清地图的情况下提供智能驾驶功能的汽车品牌。基于多传感器融合感知，ADS 3.0 实现了在高速公路和城市地区的智能驾驶导航功能，无需依赖高精度地图。在决策方面，它采用了 PDP 网络，把预规划、决策和规划整合到一个网络中，取代了之前的基于规则的算法。

Which yes, sounds a lot like Tesla’s end-to-end network. To be clear, there's ADS 3.2 and then there's ADS SE, and it's the SE version that does not include LiDAR and thus it does not support urban navigation for assisted driving. Huawei has also said this year they're upgrading to the D3 Pro LiDAR that'll incorporate an AI model capable of preventing interference from rain, snow, and dust.

这听起来确实很像特斯拉的端到端网络。需要明确的是，有ADS 3.2和ADS SE两种，SE版本不包括LiDAR，因此不支持城市道路的辅助驾驶。今年，华为还表示，他们正在升级到D3 Pro LiDAR，这款雷达将整合一个能够避免雨、雪和灰尘干扰的AI模型。

There were definitely a few nice clips of ADS 3.2 in Kyle's video, but honestly for me overall I wasn't that impressed by what I saw in the video. Don't misunderstand me, I'm not saying it's not impressive, but I've seen a lot of people all of the sudden saying that this is way better than Tesla’s FSD and drawing those conclusions from this video I just don't understand.

凯尔的视频中确实有一些关于ADS 3.2的不错片段，但老实说，整体上我并没有被视频内容深深吸引。不要误会我的意思，我并不是说它不令人印象深刻，但我看到很多人突然说这比特斯拉的FSD好得多，并根据这个视频得出这样的结论，我实在无法理解。

And there really is not a ton of footage of Huawei's system on YouTube, but I was able to find this video that does have some impressive clips of this ADS system, but this was actually 3.0. Because of the Chengdu Marathon, there's a big billboard temporarily blocking the intersection. Will it go into the bike lane? It went around it and found the correct lane perfectly. After yielding to the pedestrian, the low latency kicks in again, suddenly.

在YouTube上关于华为系统的视频并不多，但我找到了一个视频，里面有一些令人印象深刻的ADS系统片段，不过这是3.0版本。由于成都马拉松比赛，路口有个大型广告牌暂时挡住了。它会进入自行车道吗？结果它完美地绕过了障碍，找到了正确的车道。在让行给行人后，低延迟性能又迅速发挥作用。

A delivery scooter came speeding from our right rear. That delivery guy's got some skills, after merging into the main lane. There's a car making a U-turn about 50 meters ahead. The system first initiates an overtake lane change request to the right, then checks the road conditions. This is another human-like strategy added in version 3.0. Traffic efficiency is prioritized. The low latency is also crucial in this scenario.

一辆送货电动车从我们右后方快速驶来。那个送货员的驾驶技术很不错，顺利地并入了主车道。前方大约50米处有一辆车正在掉头。系统首先请求向右变道超车，然后检查路况。这是一种在3.0版本中加入的人类式策略，优先考虑交通效率。在这种情况下，低延迟也是非常关键的。

That black car tried to cut us off. Luckily we accelerated quickly. Chengdu has a lot of these waiting areas before turns. If I were driving myself, this intersection would be super stressful. We're only about 50 meters from the car ahead. They are turning right. We need to turn left. That turning path is insane, because the black car in front was crowding us. We had to tighten our turning radius. Another thing about Chengdu is these four lane left turns that merge into three lanes. Oh man, everyone gets squeezed together here.

那辆黑色的车试图超车挡住我们，幸好我们加速很快。成都有很多这种转弯前的等待区。要是我自己开车，这个路口会让我特别紧张。我们离前面的车只有大约50米，他们要右转，而我们需要左转。那个转弯真是太疯狂了，因为前面的黑车挤得我们很紧。我们不得不收紧我们的转弯半径。成都还有一种情况，就是四车道的左转会合并成三车道。天啊，大家在这里都会被挤得很紧。

Here we see version 3.2 still hasn't recognized the bus lane time restrictions. It's initiated a lane change request to the left. Look closely. It's actually permissible to use the bus lane right now. So personally I thought those clips were a bit more impressive than some of the more standard driving and scenes that we saw in Kyle's video. In my research I was able to find that Huawei's ADS operates nationwide in all Chinese cities.

在这里，我们看到3.2版本仍然没有识别出公交车道的时间限制，发起了向左变道的请求。仔细看，其实现在是可以使用公交车道的。所以，我个人觉得这些片段比我们在凯尔视频中看到的一些常规驾驶场景更令人印象深刻。在我的研究中，我发现华为的ADS系统在中国所有城市中全国范围内运营。

Again, this is regardless of prior HD mapping, so technically it sounds like it's not geo-fenced. It can navigate electronic toll collection lanes by adjusting its speed and it can handle construction zones. For me, the most impressive part of Kyle's video was the parking toward the end of the video and if you didn't see it, I'll have the whole thing linked below. But parking seems to be one of the strongest features of this system.

再次强调，这与之前的高精度地图无关，所以从技术上讲，这并不是地理围栏限制的。它可以通过调整速度来导航电子收费车道，并能应对施工区域。对我来说，Kyle视频中最让我印象深刻的部分是视频末尾的停车。如果你还没看过，我会把完整视频链接放在下面。停车似乎是这个系统最强大的功能之一。

Which obviously checks out with all of those sensors, but Huawei just announced last month they're launching the world's first commercial pilot of autonomous parking at an airport. Once a driver gets to the airport, they can leave the vehicle and use the mobile phone app to select the parking space. The car can then start unmanned valet parking while the occupants can enter the airport. So this is a lot like Tesla's banish. That we don't yet have.

这显然与所有传感器一致，不过华为上个月刚宣布，他们将在机场推出全球首个商业试点自动泊车服务。一旦司机抵达机场，他们可以离开车辆并使用手机应用选择停车位。然后，汽车就会开始无人代客泊车，而乘客可以进入机场。这与特斯拉尚未推出的“消失模式”非常相似。

While doing this, the car will project an auto parking pattern on the ground if the vehicle has pixel headlights to alert nearby traffic. If the target space is already occupied, the car will independently choose a vacant space and will power off after parking. And when the owner gets back to the airport, they can summon their vehicle to themselves. This feature is still in the early days of testing, but it sounds like it's around the corner.

在进行此操作时，如果车辆配备了像素大灯，汽车会在地上投影一个自动泊车图案，以提醒附近的交通。如果目标车位已经被占用，汽车会自动选择一个空闲车位并在停车后关闭。当车主返回机场时，他们可以召唤汽车过来。这项功能仍处于测试初期，但听起来离实现已经不远了。

I think this really highlights how fast things are happening. If you remember early last year, the word out of China was that most of the electric vehicles have pretty basic advanced driving features and it really was an area that the Chinese automakers weren't focusing on heavily at the time, especially when it comes to vertical integration. And the narrative will now undoubtedly shift at least when it comes to the leading edge systems in China like Huawei's ADS 3.2.

我认为这真的突显了事情发展的速度有多快。如果你还记得去年年初，当时来自中国的消息是，大多数电动车只有一些比较基础的高级驾驶功能，这确实是中国汽车制造商当时并没有特别关注的一个领域，特别是在垂直整合方面。而现在，至少在中国的尖端系统方面，比如华为的ADS 3.2，故事无疑会发生改变。

So while overall, we still have quite limited video footage of this ADS 3.2 system, and we don't have any official data about intervention frequency with this system. Despite that, I think it's safe to say that Tesla does have more FSD competition in China than many were believing. And while the cost of goods sold will be higher, I think plenty of customers would be willing to pay extra for extra sensors, especially if they can solve the sensor fusion problem, which is the main reason Tesla chose not to use radars and LiDAR.

总体而言，我们对这个ADS 3.2系统的视频资料还是非常有限，而且我们没有关于该系统干预频率的官方数据。尽管如此，我认为可以肯定地说，特斯拉在中国确实面临更多全自动驾驶（FSD）的竞争，而这比许多人原本认为的要多。虽然产品制造成本会更高，但我认为许多顾客愿意为更多的传感器支付额外费用，特别是如果这些传感器能够解决传感器融合问题，而这也是特斯拉选择不使用雷达和激光雷达的主要原因。

Kyle also put out a video with a German engineer who's living with a Tesla in China and some takeaways from that video he said Tesla is not seen as a tech leader in China, but you have to remember that Tesla is not able to deploy its full FSD suite in China. And that's not really Tesla's fault. Tesla's lack of a good AIDAS is a real hindrance to more sales, again, not much Tesla can do.

凯尔还发布了一个视频，其中有一位住在中国的德国工程师谈论他们使用特斯拉的经验。视频中提到，一些关键点包括：特斯拉在中国并不被视为科技领导者，但需要记住的是，特斯拉在中国无法全面部署其自动驾驶功能，这并不是特斯拉的错。而特斯拉缺乏良好的高级驾驶辅助系统（AIDAS）确实对销售造成了一定障碍，不过这方面特斯拉也无能为力。

Tesla has a huge reputation for being safe, reliable, and a sensible choice. People like that Tesla is stable and not really at risk of going bankrupt like some other newer EV companies. And Tesla superchargers are cheap compared to America in China, but close to double the price of other networks in China. It's really hard not to wonder if the Chinese government is delaying Tesla deploying its FSD to give companies like Huawei a bit more of a head start when it comes to actually training in China using Chinese data.

特斯拉以安全、可靠和明智的选择而闻名。人们喜欢特斯拉的稳定性，并且不像其他一些较新的电动车公司那样容易破产。在中国，特斯拉的超级充电站相对美国便宜，但价格几乎是中国其他充电网络的两倍。很难不让人怀疑中国政府是否在拖延特斯拉部署其全自动驾驶功能，以便给予像华为这样的公司在利用中国数据进行实际培训时更多的先机。

I say that because any privacy barrier or requirement that China has set up for Tesla, Tesla has surpassed no problem. So as far as we can tell, Tesla has really done everything that the Chinese government has asked, but when it comes to FSD, it seems like we're stuck. I would say it's encouraging to know that the Model Y is still the best selling vehicle in China despite not really having its best feature FSD allowed on the streets yet. So whenever that time comes, that could be a material boost to Tesla demand in China. So is Tesla's FSD in trouble? Well of course not, the world's a pretty big place and the US market and most of Europe is still wide open when it comes to someone solving for generalized autonomy. But when it comes to the Chinese market based on everything I'm reading, I would be ready to say that Tesla absolutely has some competition for FSD in China.

我之所以这么说，是因为中国对特斯拉设立的任何隐私障碍或要求，特斯拉都轻松克服了。因此，到目前为止，我们可以认为特斯拉确实完成了中国政府所要求的一切。但是在全自动驾驶FSD方面，似乎遇到了瓶颈。虽然FSD还未在中国街头开放，但值得鼓舞的是，Model Y依然是中国市场上销量最好的车型。这意味着一旦FSD获准使用，可能会大大提升特斯拉在中国的需求。那么特斯拉的FSD是否有麻烦呢？当然没有，世界很大，美国市场和大多数欧洲地区在解决通用自动驾驶问题上依然开放。但是，从我所了解的来看，特斯拉在中国市场的FSD可能会遇到一些竞争。

The new governor of Delaware, Matt Meyer said that he's planning to win some of the companies that left the state back. He just took over late last month and he said any company thinking about leaving, we're actively reaching out, we're talking to them, we're understanding what the issues are and understanding what ways we can do better. And for those entities that have already made the decision to leave, we're going to continue to work hard to earn their trust and hopefully have them come back. He said it's really important we get it right for Elon Musk or whoever the litigants are in Delaware courts, we're cognizant that there may be some things that need to change, we're going to work on them. I think within the coming weeks you're going to see some things rolled out that'll help move our state forward and bring us into 2025 and beyond to make sure we're protecting and growing the corporate franchise. So perhaps a bit of political pressure on the judges that will be involved with Elon and Tesla's appeal for his pay package so that could be beneficial for Tesla but we'll see how it shakes out over the next year.

新任特拉华州州长马特·迈耶表示，他计划争取一些离开该州的公司回流。他在上个月底刚刚上任，他说对于那些正在考虑离开的公司，我们正在积极联系，了解他们面临的问题，并寻找我们可以改进的方法。而对于那些已经决定离开的企业，我们会继续努力赢得他们的信任，并希望他们能够回归。他强调，弄对这些事情非常重要，无论是对埃隆·马斯克还是其他在特拉华法院诉讼的当事人。我们意识到可能需要进行一些改变，我们会努力解决这些问题。我认为在接下来的几周内，你会看到一些措施出台，帮助我们的州向前发展，迈向2025年及以后，以确保我们保护和发展企业特许经营。因此，对将参与埃隆和特斯拉薪酬方案上诉的法官可能会有一些政治压力，这对特斯拉可能有利，但我们会看看接下来一年会怎样发展。

We got the California Auto Outlook for January. I just wanted to highlight Tesla's numbers, so for 2023 they did 230,000 vehicles for the year and in 2024 that number was down to 203,200 down 11.6% year over year. Of course there were some headlines about that number but you have to remember Tesla changed over to the new Model 3 in quarter two and that took longer than expected at the Fremont factory. But it's also fair to argue that Tesla did have the Cybertruck available for 2024 as well which should have boosted sales figures a bit. Tesla won a new megapack contract for a company in Japan, they'll supply about 140 megapacks for a project that's 548 megawatt hours which will begin operation as early as 2027. This project will be one of the biggest grid connected storage plants in Japan. These megapacks will be imported from the US, not from Shanghai.

我们拿到了1月份的加州汽车展望。我想特别强调一下特斯拉的数字：2023年他们卖出了23万辆汽车，而到了2024年，这个数字下降到了203,200辆，同比下降了11.6%。当然，这个数字引起了一些关注，但你要记住特斯拉在第二季度更换了新款Model 3，这在弗里蒙特工厂花费的时间比预期长。不过也可以说，特斯拉在2024年提供了Cybertruck，这应该能稍微提升销售数据。另外，特斯拉与日本的一家公司签订了新的megapack合同，他们将为一个548兆瓦时的项目供应大约140个megapack，该项目最早将于2027年开始运营。这个项目将成为日本最大的并网储能设施之一。这些megapack将从美国进口，而不是从上海进口。

Jado put out its report for 2024 and it turns out the Model Y was the 4th best selling vehicle of any vehicle type for the year. This across the year up 28 and it was beaten out by the Dacia Sandaro, the Renau Cleo and the VW Golf, 3 vehicles that are much more affordable than the Model Y. But the Model Y was down 17% year over year. When it comes to fully electric vehicles for the year, the Model Y and the Model 3 were the top two far and away, followed by the Volvo EX30 and 3rd, the Skoda Enyak and then the VW ID4 and 5th. There was a study published in Nature Energy titled the closing longevity gap between battery EVs and internal combustion vehicles in Great Britain. The researchers just used battery degradation models and then combined those with some real-world driving patterns from telematics data.

Jado发布了2024年的报告，结果显示，Model Y成为全年所有车型中销量排名第四的车型。与去年相比，其销量增长了28%。不过，它的销量不及Dacia Sandaro、Renault Cleo和大众高尔夫，这三款车比Model Y要便宜很多。然而，Model Y的年销量同比下降了17%。在纯电动车型方面，Model Y和Model 3遥遥领先，分列前两位，其后是沃尔沃EX30、斯柯达Enyak，以及排名第五的大众ID4。另有一项发表于《自然能源》上的研究，题为“英国的电池电动车与内燃机车辆的耐用性差距正在缩小”。研究人员使用了电池衰减模型，并结合了一些来自车联网数据的实际驾驶模式进行分析。

The mileage estimates you see on the screen reflect the distance traveled before the batteries degrade to about 70-80% of the original capacity, which is considered the end of life threshold for EVs. Their analysis included 6,300 EVs across different manufacturers and regions, with the battery performance tracked over 3-8 years. And the mileage numbers specifically reflected the battery pack lifespan, not the durability of other vehicle components. So basically the study assumes that EVs are retired when their batteries reach the end of life capacity. And one important note the study called out, they said 10% of EVs in their data set did require battery replacements within 8 years. And since ICE vehicles don't have battery packs, they just compared to the distance traveled before those vehicles were permanently retired from service. I really think they could have presented this data in a much more digestible fashion, but the takeaway here is that Teslas are expected to last over 204,000 miles, which is over 65,000 miles longer than the second-placed make, which is batteries from Hyundai. Not only that, but the Teslas are expected to last 23,000 miles longer than the best diesel vehicle which was from SCODA at 181.8,000 miles. And finally, Tesla beat the best petrol car which was from Audi by 61,000 miles. Which is why the headlines are now out there, Tesla leads in vehicle longevity and mileage. So don't forget that as a talking point for any EV or Tesla skeptics, I'll have the full study linked below. If you want to see the new Model Y in person on the screen right now, you have the list of all of the current locations in the United States that have the vehicle on display.

你在屏幕上看到的里程估计显示的是电池退化至70-80%原始容量之前的行驶距离，这被视为电动车（EV）电池寿命的终点。这项分析涵盖了来自不同制造商和地区的6,300辆电动车，监测了电池在3到8年间的表现。这些里程数字专门反映电池组的寿命，而不是车上其他部件的耐用性。所以，基本的结论是，当电动车电池达到寿命终点时，这些车通常就会退役。研究强调了一个重要信息：他们的数据中有10%的电动车在8年内需要更换电池。因为内燃机（ICE）车辆没有电池组，所以他们只比较了这些车辆在永久报废前的行驶距离。虽然他们数据展示方式可以更易懂，但关键是特斯拉预计能行驶超过204,000英里，比排名第二的现代电池多出65,000多英里。不仅如此，特斯拉的续航里程比最好的柴油车（来自斯柯达）长了23,000英里，而这辆最好的柴油车续航是181,800英里。最后，特斯拉比最好的汽油车（来自奥迪）长了61,000英里。因此，新闻称赞特斯拉在车辆耐久性和续航上领先。所以，不要忘记在与任何电动车或特斯拉怀疑者交谈时提及这一点。我会在下面附上完整的研究报告链接。如果你想亲自看看新的Model Y，屏幕上现在列出了所有在美国展示这款车的地点。

On the Tesla shop, they have some new Model 3 performance and Model SNX Plaid gear available for sale. I won't lie, I was a bit excited for the Wagonier SEV as one of my closer friends is a big, jeep guy and I've been trying to get him into EV land. So I thought this would be my opportunity, but after this review from Kyle and out of spec, I'm not so sure anymore. I did watch the whole video and there were some things that Kyle and his friends liked. The interior was nice, the design wasn't bad, but the software is still incredibly slow and laggy and unintuitive and in some cases unhelpful, specifically when it comes to navigating and charging. Not only that, but you can see in the title, he said impressively terrible drive train tuning. And for a vehicle that costs around $70,000, stuff like this really is unacceptable. Tesla has dropped the lease rates for the Cybertruck specifically on the all-wheel drive variant as down to $749 per month down about $150. If you take delivery of a foundation series Cybertruck by March 31 this year, you get a complimentary expel installed vehicle wrap. This for orders placed in the US and Canada after February 1. Tesla also dropped the lease pricing for all variants of the Model 3 except the performance variant by $50 per month.

在特斯拉商店里，他们上架了一些新的Model 3性能版和Model S、Model X Plaid版本的装备出售。我得承认，我对Wagonier SEV有点期待，因为我的一个好朋友是个吉普车的爱好者，我一直想让他转向电动车领域。我以为这次会是个好机会，但看完Kyle的评论后，我有点拿不定主意了。我看了整个视频，Kyle和他的朋友有一些喜欢的地方，比如内饰不错，设计也还可以，但软件慢得让人受不了，操作也不太直观，有些功能用起来还很困难，尤其是导航和充电方面。而且在视频标题中，他甚至提到驾驶系统调校得特别差劲。对于一辆售价约7万美元的车来说，这种问题实在让人难以接受。特斯拉降低了Cybertruck的租赁价格，特别是全轮驱动版本，每月费用降至749美元，降低了约150美元。如果你在3月31日之前交付基础系列的Cybertruck，可以免费获得由Expel公司安装的车辆包膜。这适用于在2月1日之后在美国和加拿大下的订单。特斯拉还降低了所有Model 3版本（性能版除外）的租赁价格，每月降低50美元。

And when it comes to the referral program, if you use a link you now get an extra $2,500 off up from just $500 before. I'm sure Tesla has received a large influx of new Model Y orders so this is an attempt to shift some of those back to the Model 3. Tesla is now offering a new discount on Tesla insurance if you use FSD enough. The more you use FSD, the bigger the discount on your insurance premium. Tesla will calculate your miles driven with FSD enabled and they'll divide that by your total miles driven based on the past 30 days. You can earn up to a 10% discount on those coverages when you drive 50% or more of your miles with FSD enabled. But right now this is only for customers in Arizona and Texas. The discount only applies to certain eligible coverages on your insurance policy and not to your total insurance policy premium. It's not quite the Tesla insurance update we've been hoping for but it's something.

关于推荐计划，现在如果你使用推荐链接，可以获得额外的$2500折扣，比之前的$500增加了不少。我相信特斯拉收到了很多新的Model Y订单，因此这可能是他们试图让一部分订单转向Model 3的策略。特斯拉现在推出了一个新的保险折扣政策，如果你足够多地使用FSD（完全自动驾驶功能），就能获得更大的保险费折扣。你使用了多少FSD，折扣就有可能有多大。特斯拉会计算在过去30天内，你使用FSD功能时驾驶的英里数，并将其除以你总的驾驶英里数。如果你有50%或更多的里程是在启用FSD的情况下驾驶的，那么你的保险可获得最高10%的折扣。不过，目前这个折扣仅适用于亚利桑那州和德克萨斯州的客户。折扣只适用于你的保险政策中符合条件的部分，并不适用于整个保险政策的费用。虽然这不是我们期待的特斯拉保险更新，但至少有一些改变。

Honda now plans to invest $1 billion up from $700 million before to upgrade its plant in Ohio which will become its EV hub. Most notably, the upgrades include installing 6 gigapresses and a new cell manufacturing system for its upcoming EV battery cases. When it's done, the site will be able to produce 220,000 vehicles per year.

本田现在计划将投资提高到10亿美元，相比之前的7亿美元，用于升级其位于俄亥俄州的工厂，这个工厂将成为其电动汽车的中心。最引人注目的是，这些升级包括安装6台大型压铸机和一个用于即将推出的电动车电池外壳的新电池制造系统。完成后，该工厂每年将能够生产22万辆汽车。

I will send you guys off with a video from Tesla on its robot cleaner. It somehow got deleted from my notes on Friday so apologies on that one. I wanted to say this robot cleaner is part of the reason Tesla designed the cyber cab doors in the way they did so it would have easier access. So really, the trifecta for autonomy is in place. We have the cyber cab, we have the robot cleaning, we have the wireless charging. Tesla stock closed the day at $383.68 down 5.17% while the NASDAQ was down 1.2%. The volume was 16% higher than the average.

我会给你们发送一段特斯拉关于其机器人清洁器的视频。这个视频在周五时不小心从我的笔记中删除了，所以对此表示歉意。我想说，这款机器人清洁器是特斯拉设计网络出租车车门的部分原因，这样它可以更容易地进入。因此，实际上，自动化的三要素已经就位：我们有网络出租车、机器人清洁器和无线充电。特斯拉股票当天收盘价为383.68美元，下跌了5.17%，而纳斯达克指数下跌了1.2%。交易量比平均水平高出16%。

I hope you guys have a wonderful day, please like the video if you did, you can find me on X-Link below and a huge thank you to all of my Patreon supporters. For me, so kind. They feed me like a king. But I don't do it for accolades. My work is my sustenance. Soaking up every last crumb and every last crevice. Potato chips. Like our own little game of hide and seek. I found you.

希望大家今天过得愉快，如果你喜欢这个视频，请点赞。你可以在下面的X-Link找到我，衷心感谢所有支持我的Patreon粉丝。你们真是太好了，把我当国王一样供养。但我并不是为了赞美而做这些，我的工作就是我的养分。我在尽情吸收每一点滋养。就像捉迷藏一样，我找到了你们。

It's a simple life but as the sun is to a flower. Vital. Until next time, my old friend.

这是简单的生活，但如同太阳之于花朵那样重要。再见了，我的老朋友。