Well, Tesla Has Been Sandbagging / Dojo 2 / FSD in China & EU ⚡️

好的，以下是该内容的中文翻译： 迪伦·卢米斯（Dylan Loomis），Electrified节目的主持人，节目一开始便感谢新赞助人马丁·维（Martin Vee）和吉姆·索尔特斯普林（Jim Saltspring）。他迅速纠正了一个之前的错误，声明在欧洲新款Model Y的上市版本中并未包含完全自动驾驶（FSD）功能。 接下来，迪伦重点介绍了Top Gear一期包含拉斯（Lars）的视频中的一些重要信息：特斯拉Semi和CyberCab的设备正在交付；预计今年夏天将推出更低价的特斯拉车型；以及特斯拉的一项名为KAF的新创新，这是一种“超级棒”（Kick-A-S）的液体，用于新款Model Y线控制动混合系统中的液压制动器。 更重要的是，拉斯暗示美国即将推出自动驾驶功能，并表示可能在几个月内将FSD推广到德国和其他欧洲国家，但迪伦提醒说这取决于监管的不确定性。他反驳了Top Gear关于配备95千瓦时电池和500英里续航的“超级续航”Model Y的说法，并指出了他们视频中的一些不准确之处，例如对日间行车灯的错误识别。迪伦对今年在美国市场推出500英里续航Model Y持怀疑态度，他认为特斯拉面临电池限制，而且需要更大的电池组（超过120千瓦时）才能实现。 然后，迪伦讨论了瑞恩（Ride the Lightning）对拉斯的采访。关键点包括：CyberCab的设计能够满足公路旅行的需求，特斯拉计划在一些超级充电站安装无线充电器，从而扩大其市场潜力。拉斯肯定了特斯拉工程师的动力来自于证明怀疑者的错误，尤其是在CyberTruck和自动驾驶方面。 根据拉斯的说法，未来的特斯拉车辆不太可能使用不锈钢或特斯拉独特的HFS技术。CyberCab将放弃喷漆车间，而是使用反应注射成型（RIM）技术将颜色直接嵌入塑料面板中。迪伦随后重点介绍了杰夫·卢茨（Jeff Lutz）的文章，该文章解释了反应注射成型技术，即将聚氨酯配方注入模具中，迅速凝固成轻质部件。杰夫推测特斯拉可能将RIM共模到金属基材上以增强结构完整性。没有喷漆车间可以大幅降低汽车生产线的资本支出，从而可能定义电动汽车“势不可挡”的未来。 特斯拉仍在与SpaceX积极合作开发下一代Roadster，拉斯承诺该车型将在2028年之前发布，此前他们就该项目举行了一次会议。拉斯对新款Model Y的过渡比Model 3更为顺利感到乐观，并表示特斯拉计划及时将所有现有车辆升级到48伏系统。特斯拉没有忘记Model S和X，他们将在今年晚些时候通过增加新款Model 3和Y的元素来“宠爱”它们。 关于新的、更实惠的车型，拉斯表示它们不会比目前的特斯拉“大幅降级”，这让迪伦认为它们很可能是Model 3和Y的简化版本。迪伦认为特斯拉正在战略性地隐瞒信息。他认为，他们正在发现公众尚未意识到的创新。 迪伦指出，特斯拉目前在奥斯汀发布了六个CyberCab制造岗位的招聘信息，并指出特斯拉的超级计算机Dojo的可能性仍然存在。Dojo有超过30个职位空缺。虽然Dojo是一项“未来赌注”，成功的概率较低，但它可以彻底改变特斯拉的训练计算。 过渡到其他话题，迪伦探讨了人工智能的使用方式，并引用了一项关于菠萝蛋白酶补充剂的研究和另一项关于黄芪的研究，这两项研究都显示出了医学益处。他指出，这些都是视频赞助商AG1中的成分。 彭博社报道称，特斯拉准备通过软件更新在中国部署FSD，提供诸如导航到出口匝道、识别交通信号灯和处理车道变更等功能。这种推广最初可能受到限制，但也可能无法获得监管部门的批准。特斯拉Model 3连续第二年荣获澳大利亚最佳城市电动汽车奖。 最后，迪伦谈到了特斯拉进入印度市场的问题。如果公司承诺进行重大投资和本地生产，印度新的电动汽车政策将降低进口关税，但他认为这不会产生太大的影响。其他新闻包括：Polestar为特斯拉车主提供转换品牌的激励措施，梅赛德斯表示对运营Robotaxi服务不感兴趣，以及特斯拉超级充电站遭到破坏。

Dylan Loomis, host of Electrified, kicks off the show with gratitude for new patrons, Martin Vee and Jim Saltspring. He quickly corrects a previous error, stating that Full Self-Driving (FSD) was not included with the launch edition of the new Model Y in Europe. Moving on to takeaways from a Top Gear video featuring Lars, Dylan highlights several points: equipment is being delivered for both the Tesla Semi and CyberCab; lower-cost Tesla models are anticipated this summer; and a new Tesla innovation called KAF, a "Kick-A-S" fluid for hydraulic brakes in the new Model Y's brake-by-wire hybrid system. More significantly, Lars hinted at the imminent arrival of autonomy in the US, suggesting a potential FSD rollout in Germany and other European countries within months, although Dylan cautions this is subject to regulatory uncertainties. He disputes Top Gear's claim of a "super range" Model Y with a 95kWh battery and 500 miles of range, pointing out inaccuracies in their video, such as the misidentification of the daytime running lights. Dylan expresses skepticism about a 500-mile Model Y in the US market this year, citing Tesla's battery constraints and the large battery pack (over 120kWh) required. Dylan then discusses Ryan's (Ride the Lightning) interview with Lars. Key points included: the CyberCab is designed to be road trip capable and Tesla is planning to install wireless chargers at some supercharger locations, expanding its market potential. Lars affirmed Tesla engineers are motivated by proving doubters wrong, especially regarding the CyberTruck and autonomy. According to Lars, future Tesla vehicles are unlikely to utilize stainless steel or Tesla's unique HFS. The CyberCab will forgo a paint shop, using reactive injection molding (RIM) to embed color directly into plastic panels. Dylan then highlights Jeff Lutz's article explaining reactive injection molding, where polyurethane formulations are injected into a mold, solidifying rapidly into a lightweight part. Jeff speculates Tesla might be co-molding RIM onto metal substrates to enhance structural integrity. The absence of a paint shop could drastically reduce auto line capital expenditure, potentially defining a future where EVs are “unstoppable”. Tesla remains actively involved with SpaceX on the next-gen Roadster, which Lars promises will be released before 2028, following a recent meeting on the project. Lars is optimistic about a smoother transition to the new Model Y than the Model 3, and states that Tesla plans to bring all current vehicle fleets up to 48 volts in time. Tesla has not forgotten Model S and X, they will "get some love later this year" by adding things from the new Model 3 and Y. Regarding the new, more affordable models, Lars suggested they will not be a "massive step down" from current Teslas, leading Dylan to believe they will likely be stripped-down versions of the Model 3 and Y. Dylan argues Tesla is strategically withholding information. He believes that they are finding innovations that the public has not yet been made aware of. Dylan points out that Tesla currently has six job postings for CyberCab manufacturing in Austin, and notes that the possibility of Dojo, Tesla's supercomputer, remains on the horizon. There are over 30 job postings for it. While Dojo is a "futures bet" with a low probability of success, it could revolutionize Tesla's training compute. Transitioning to other topics, Dylan explores how AI is being used, referencing a study on bromelain supplementation and another on Astragalus membranaceous, both of which have shown medical benefits. He notes that these are ingredients in AG1, the video's sponsor. Bloomberg reports that Tesla is poised to deploy FSD in China through a software update, offering features like navigating to exit ramps, recognizing traffic signals, and handling lane changes. This rollout may be limited initially, but it also may not get approval from regulatory oversight. Tesla’s Model 3 won the best urban electric vehicle award for the second year in a row in Australia. Finally, Dylan addresses Tesla's entry into the Indian market. New Indian EV policies will reduce import duties if companies commit to significant investment and local production, however he feels that this will not move the needle that much. Other segments include Polestar offering incentives for Tesla owners to switch, Mercedes stating they have no interest in operating a Robotaxi service, and vandalism at Tesla supercharger locations.