Tesla's FSD Dazzles in China / New Tesla Acquisition / Tesla Sales Collapse Explained ⚡️

Electrified 的 Dylan Loomis 提供了一份关于特斯拉的全面更新，涵盖了从产量到收购和 FSD 开发等多个主题。他首先进行了一个更正，澄清了特斯拉的 KAF 是新驱动单元的一部分，而不是线控制动系统，并从最近的一次采访中引入了“摩擦学”（tribology）这个术语。 本期节目很大一部分重点关注特斯拉通过 Tesla Automation（前身为 Groman Engineering）收购破产的德国工程公司 Mons Machining。此次收购包括 300 多名员工、工厂和设备。Mons AG 专门从事电动汽车、电池生产和电子产品的先进制造技术，专注于激光加工、湿化学和数字印刷。他们曾与戴姆勒和宝马等主要汽车公司合作。特斯拉将通过此次收购，为它的“制造机器的机器”部门增加工程人才和有形资产而受益。 播客接着讨论了特斯拉在中国的产量，显示与去年第四季度和去年第一季度相比，每周交付量有所下降。细分数据显示 Model 3 的销量强于 Model Y，这可能是由于 Model Y 正在向新版本过渡。 Loomis 接着谈到了有关特斯拉在欧洲的销量在 1 月份减少一半的报道。他批评这些出版物没有提及正在进行的新 Model Y 的换代，认为这种省略具有误导性。虽然欧盟的整体汽车市场略有下降，但 BEV（纯电动汽车）的销量大幅增加，占据了更大的市场份额。然而，特斯拉在欧盟的市场份额同比大幅下降。 Loomis 敦促大家在整个第一季度和第二季度保持耐心，预计在今年晚些时候能更清楚地了解特斯拉的业绩。 他随后转向数据隐私以及日益增长的数据经纪行业这一话题。他强调了个人信息通过各种在线活动暴露的风险，并提到 Delete Me 是该视频的赞助商，可以帮助从数据经纪人处删除个人信息，从而节省用户的时间和精力。 一个重要的公告是特斯拉的 FSD 在中国推出，现在被称为城市道路上的 Autopilot 辅助驾驶。根据埃隆·马斯克的说法，特斯拉使用公开的中国道路和标志视频训练了该系统，Loomis 指出这证明了特斯拉驾驶模型的强大。一些测试人员已经证实，该系统令人印象深刻，并且表现与竞争对手不相上下。他强调，这得益于特斯拉基于数十亿英里真实世界视频数据构建的强大的世界基础模型。虽然其他公司可以使用模拟数据，但它们缺乏特斯拉广泛的真实世界训练提供的“真实依据”。测试人员指出，它的性能像人一样，流畅，并且即使在复杂情况下也能自我纠正。 他强调了文章中的要点，强调了特斯拉的独特地位，以及特斯拉的 FSD 如何更适合适应中国的当地道路。在承认中国有 FSD 轻量版的同时，Loomis 总结说，这对特斯拉来说是一个重要的时刻。 在其他新闻方面，特斯拉的 Model Y、Model 3 和 Cybertruck 正在过渡到新的支持 5G 的调制解调器，与当前的 LTE 调制解调器相比，速度有了显着提高。此次更新可能是一项面向未来的措施。此外，Cybertruck 的线控转向系统获得了 Motor Trend 最佳技术奖。 他简要地提到了人事变动，指出两位特斯拉设计师在服务了十多年后离开了公司，他推测这可能与设计项目的完成有关。 David Imai 现在是 Arc Boats 的首席设计师。他还报道说，Peter Rawlinson 将辞去 Lucid 首席执行官的职务，转任战略技术顾问。 最后，Loomis 谈到了特斯拉股票的现状。他告诫说，不要认为由于即将推出的产品，特斯拉的股价会自动上涨。他断言，市场已经知道这些项目。特斯拉股票要表现良好，需要两个条件：强大的宏观经济环境和强劲的利润，而这两者目前都缺乏。他分析了当前的价格走势，指出了巨大的交易量以及进一步下跌的可能性。他强调了为任何结果做好准备的重要性。他还批评了那些在没有事实和数据支持的情况下推销预测的人。

Dylan Loomis of Electrified provides a comprehensive update on Tesla, covering topics from production numbers to acquisitions and FSD developments. He starts with a correction, clarifying that Tesla's KAF is part of the new drive unit, not the brake-by-wire system, and introduces the term "tribology" from a recent interview. A significant portion of the episode focuses on Tesla's acquisition of insolvent German engineering firm Mons Machining through Tesla Automation (formerly Groman Engineering). This acquisition includes over 300 employees, plant, and equipment. Mons AG specialized in advanced manufacturing technology for electric vehicles, battery production, and electronics, with a focus on laser processing, wet chemistry, and digital printing. They have worked with major automotive companies like Daimler and BMW. Tesla stands to benefit from this acquisition by adding engineering talent and tangible assets to its "machine that builds the machine" division. The podcast moves onto Tesla's China production numbers, revealing a decline in weekly deliveries compared to both Q4 of the previous year and Q1 of the previous year. The breakdown shows stronger Model 3 sales compared to Model Y, likely due to the Model Y changeover to the new version. Loomis then addresses reports of Tesla sales being cut in half across Europe in January. He criticizes publications for not mentioning the ongoing changeover to the new Model Y, arguing that this omission is misleading. While the overall auto market in the EU declined slightly, BEV sales increased substantially, taking a larger market share. However, Tesla's market share in the EU has decreased significantly year-over-year. Loomis urges patience throughout Q1 and Q2, anticipating a clearer picture of Tesla's performance later in the year. He then shifts to the topic of data privacy and the growing data broker industry. He highlights the risk of personal information being exposed through various online activities and mentions that Delete Me, the sponsor of the video, helps remove personal information from data brokers, saving users time and effort. A major announcement is the rollout of Tesla's FSD in China, now called Autopilot assisted driving on urban roads. According to Elon Musk, Tesla trained the system using publicly available video of Chinese roads and signs, which Loomis notes is a testament to the strength of Tesla's driving model. A few testers have confirmed the system is impressive and performs at par with competitors. He emphasizes that this is possible because of Tesla's robust world foundation model built from billions of miles of real-world video data. While other companies can use simulation data, they lack the "ground truth" provided by Tesla's extensive real-world training. Testers noted its performance is human-like, smooth, and capable of self-correcting, even in complex situations. He highlights key points from the article, emphasizing Tesla's unique position and also how Tesla's FSD is better suited to adapt to the local roads of China. While acknowledging the FSD light version in China, Loomis concludes that this is a monumental moment for Tesla. In other news, Tesla's Model Y, Model 3, and Cybertruck are transitioning to a new 5G capable modem, offering a significant speed improvement over the current LTE modem. This update is likely a future-proofing measure. Also, Cybertruck's steer-by-wire creation won Motor Trend Best Tech winner. He briefly touches on personnel changes, noting that two Tesla designers have left the company after over a decade of service, which he speculates could be related to the completion of design projects. David Imai is now the chief designer at Arc Boats. He also reports that Peter Rawlinson is stepping down as CEO of Lucid, transitioning to a strategic technical advisor role. Finally, Loomis addresses the current situation of Tesla stock. He cautions against assuming that Tesla's stock price will automatically increase due to upcoming product launches. He asserts that the market already knows about these projects. Two things are necessary for Tesla stock to perform well: a strong macroeconomic environment and the generation of strong profits, both of which are currently lacking. He analyzes the current price action, noting the significant volume and the possibility of further declines. He emphasizes the importance of being prepared for any outcome. He also criticizes individuals who promote predictions without facts and data to support the statement.