Wayve Catching Tesla's FSD? / Insane Anti-Elon Letter / Tesla Going Viral ⚡️

以下是Electrified播客节目的一份摘要，重点关注特斯拉和更广泛的电动汽车领域： Dylan Loomis首先宣传了密歇根州特斯拉车主俱乐部将于2025年在密歇根州马斯基根举办的技术日活动，强调机器人和人工智能演示，以及Futuraza的Brian White担任主持人。 主要焦点是特斯拉的自动驾驶努力。他指出，特斯拉已在加利福尼亚州申请了运输包车运营商许可证，这种分类表明特斯拉拥有并控制着车队。提供给加利福尼亚州官员的关于驾驶员执照信息和药物测试协调的信息表明，可能最初会使用人工驾驶员，至少用于逐步推出，并可选择配备监督员。虽然特斯拉获得了在加利福尼亚州使用安全驾驶员测试自动驾驶汽车的批准，但它既没有获得也没有申请加州机动车辆管理局颁发的无人驾驶测试或部署许可证。 特斯拉还需要在德克萨斯州获得网约车牌照，但尚未申请，可能是因为那里的监管环境不像加利福尼亚州那样复杂。 Dylan认为特斯拉可能会从专车服务模式开始，利用运输包车许可证。 他强调，这种许可证不足以实现完全自动驾驶且没有监督员的行程，并且特斯拉尚未寻求加州机动车辆管理局要求的额外许可证。 Loomis强调，务必记住埃隆·马斯克关于特斯拉“试水”Robotaxis（机器人出租车）的评论，因为这将是一个渐进的过程。 播客随后转向Wave，一家总部位于英国的自动驾驶汽车公司，获得了软银和微软的大量资金。 Wave正在采取与特斯拉不同的策略，旨在将其与硬件无关的自动驾驶汽车软件授权给原始设备制造商 (OEM)。 他们目前正在英国和旧金山进行测试，配备安全驾驶员，并与Uber建立了合作伙伴关系，计划在2026年之前将他们的L4级别驾驶技术集成到Uber平台中。Wave使用摄像头，不使用雷达，不使用激光雷达，不使用高清地图，也不使用标注，全部都是端到端的人工智能基础模型。 尽管拥有比特斯拉更少的真实世界数据，但Wave采取了与特斯拉相同的方法：使用端到端的学习模型。 Loomis指出，Wave可能会成为特斯拉在授权FSD方面以及与福特或通用汽车合作方面的竞争对手，特别是考虑到这些公司可能不愿意壮大直接的电动汽车竞争对手。他还提到，虽然Wave的一些尖端车辆只配备摄像头，但有些配备了雷达。 Loomis推测，福特与Wave的合作可能是他们尚未授权特斯拉FSD的原因。 讨论转移到潜在的贸易冲突。 Loomis讨论了特朗普承诺对来自欧盟的进口商品征收25%的关税，这将影响大众、奥迪、梅赛德斯和宝马等欧洲汽车制造商。 然后，他讨论了新闻报道以及它们如何向左翼和右翼倾斜，以及这可能会如何影响一个人的观点，具体取决于他们使用的来源。 Dylan随后宣传了Ground News，一个新闻聚合网站和应用程序，它提供了一种数据驱动、客观的方式来阅读新闻。 他强调了该平台的功能，包括偏见比较工具以及识别新闻来源的事实性和所有权的能力。 该播客涵盖了有关特斯拉的法律新闻，提到了佛罗里达州一家上诉法院的裁决，该裁决限制了特斯拉在非正常死亡诉讼中可能被迫支付的赔偿金。 法院承认特斯拉的Autopilot功能是最先进的，符合法规，免除了特斯拉对未宣传和不存在的技术的责任。 讨论了拜登政府将中国主要的石墨负极材料供应商BTR新材料集团列入黑名单的决定。 这一举动可能会使汽车制造商更难从2027年开始获得税收抵免。 Loomis谈到了Novonix和Sarah等其他公司以及他们一直在处理的问题。 Loomis随后分享了一个关于Model 3事故的故事，司机只受了些擦伤就走开了。 他称赞了特斯拉的安全功能，特别提到了超强、热冲压的门环。 播客随后与Jim Farley进行了讨论，讨论了他即将推出的低成本电动汽车及其成本问题。 播客随后讨论了特斯拉Model 3的续航里程增加以及不同的里程估算。 最后一个话题是关于特斯拉在中国的FSD的讨论。 据称，它与在美国的体验和驾驶方式非常相似。

Here is a summary of the Electrified podcast episode, focusing on Tesla and the broader EV landscape: Dylan Loomis begins by promoting the Tesla Owners Club of Michigan's Tech Day 2025 in Muskegon, Michigan, emphasizing the robotics and AI presentations and Brian White from Futuraza as the host. The main focus is on Tesla's autonomous driving efforts. He notes that Tesla has applied for a transportation charter carrier permit in California, a classification that indicates Tesla owning and controlling the fleet. Information provided to California officials regarding drivers' license information and drug testing coordination suggests human drivers may initially be used, at least for gradual roll out, with supervisors as an option. While Tesla has approval to test autonomous vehicles with a safety driver in California, it does not have nor has it applied for a driverless testing or deployment permit from the state's Department of Motor Vehicles. Tesla also needs a ride-share license in Texas, but hadn't yet applied for one, possibly because the regulatory environment there is not as complex. Dylan suggests that Tesla might start with a chauffeur service model, utilizing the Transportation Charter Party permit. He emphasizes that this permit is not enough for fully autonomous rides without a supervisor, and that Tesla has not yet sought the additional permits required by the California DMV. Loomis stresses the importance of remembering Elon Musk's comments about Tesla dipping its toes in the water with Robotaxis, as it will be a more gradual approach. The podcast then shifts to Wave, a UK-based autonomous vehicle company with significant funding from SoftBank and Microsoft. Wave is pursuing a different strategy than Tesla, aiming to license its hardware-agnostic autonomous vehicle software to OEMs. They are currently testing in the UK and San Francisco with safety drivers and have a partnership with Uber to integrate their Level 4 driving technology into the Uber platform by 2026. Wave uses cameras, no radar, no LiDAR, no HD maps, and no labeling, all end to end AI foundation model. Despite having less real-world data than Tesla, Wave is taking the same approach as Tesla: using an end-to-end learning model. Loomis notes that Wave could be a competitor to Tesla in licensing FSD and partnering with Ford or GM, especially since these companies might be disinclined to enrich a direct EV competitor. He also notes that while some of Wave's cutting-edge vehicles are camera-only, some are equipped with radar. Loomis speculates that Ford's partnership with Wave may be a reason they have not yet licensed Tesla's FSD. The discussion moves to potential trade conflicts. Loomis discusses Trump's vow to impose 25% tariffs on imports from the EU, which would impact European automakers like VW, Audi, Mercedes, and BMW. He then discusses the news reporting and how it shifts to the left and right wing and how that might sway a person's opinion, depending on which sources they use. Dylan then promotes Ground News, a news aggregation website and app that offers a data-driven, objective approach to reading the news. He highlights the platform's features, including bias comparison tools and the ability to identify the factuality and ownership of news sources. The podcast covers legal news regarding Tesla, mentioning a Florida appeals court decision limiting the damages Tesla could be forced to pay in a wrongful death lawsuit. The court recognized Tesla's autopilot features as state-of-the-art and compliant with regulations, absolving Tesla from liability for unadvertised and nonexistent technology. The Biden administration's decision to blacklist China's BTR New Material Group, a major graphite anode supplier, is discussed. This move could make it harder for automakers to qualify for tax credits starting in 2027. Loomis talks about other companies, such as Novonix and Sarah, and the issues they have been dealing with. Loomis then shares a story about a Model 3 accident where the driver walked away with only scratches. He praises Tesla's safety features, specifically mentioning the ultra-strong, hot-stamped door ring. The podcast then goes into a discussion with Jim Farley and his upcoming lower cost EVs and their cost issues. The podcase then discusses range increase for Tesla's Model 3 and the different mile estimations. The last topic is the discussion about Tesla's FSD in China. It is stated that it is close to how it feels and drives here in the United States.