Tesla's Robotaxi Scaling Plans / New FSD & Grok in Parking Lots / Bold Cybercab Changes ⚡️

以下是视频内容的中文总结，包括了每一条新闻： **引言及频道更新：** * 感谢新的 Patreon 赞助人 John S.。 * YouTube 频道“Best in Tesla”的 Lars 账户被盗；提供了新的频道链接以供临时支持。 **特斯拉 Robotaxi 和自动驾驶新闻：** * **奥斯汀 Robotaxi 追踪器（Ethan McKenna）：** * 在奥斯汀发现了 32 辆独特的车辆。 * 其中 3 辆是无人监督的测试车辆，目前仅向特斯拉员工（如 Phil Duwan）提供后座乘坐服务。尚未对客户开放无人监督的乘车服务。 * 所有无人监督的车辆都出现在奥斯汀原始地理围栏内的老 Torf 街附近。 * 该追踪器是社区来源的，并非官方数据，但被认为是目前最准确的数据。 * **湾区叫车服务注册：** * 特斯拉在加州注册了 1,655 辆车和 798 名司机用于叫车服务。这比八月份的 28 辆车和 128 名司机有所增加。 * 这些数字反映的是获批车辆，不一定是正在运营的车辆，并且由于特斯拉不需要向州政府更新新司机信息，实际司机数量可能更高。 * **对比：**Waymo 在加州有超过 1,000 辆运营车辆和 1,955 辆注册车辆。Zoox 注册了 229 辆，但只有 50 辆活跃。 * 特斯拉在加州仍不能使用“Robotaxi”一词，因为它尚未申请无人驾驶测试许可证。 * 社区追踪器估计湾区约有 130 辆特斯拉车辆。 * 猜测：特斯拉可能为每辆车注册 2-4 名司机以实现轮班，在需要更多司机注册之前，这可能支持多达 400 辆车。 * **AI 操作员招聘：** * 特斯拉正在从工厂工人和销售人员中抽调人手，担任叫车服务车辆中的“AI 操作员”（安全监督员）。 * 生产助理和物料搬运工可获得额外工时/薪酬，并为推荐朋友提供 500 美元的推荐奖金。 * 内华达州/亚利桑那州的销售人员被调往拉斯维加斯/凤凰城担任类似职务。 * AI 操作员薪资：每小时 25-30 美元。 * 测算成本：每辆车每年约 263,000 美元用于 24/7 安全监督员——这被认为对于一个盈利的 Robotaxi 业务是不可持续的，凸显了无人监督运营的迫切需求。 * 湾区的规模化扩张可能继续在安全监督员的陪同下进行，直到获得无人驾驶测试许可证。 * **George Hotz 对 FSD 的预测：** * Hotz 声称人类驾驶的汽车事故每 50 万英里发生一次。 * 根据 FSD 追踪器，特斯拉目前关键脱离的里程约为 3,000 英里，每年以 2 倍速度改进。 * Hotz 预测特斯拉的自动驾驶需要 8 年，Comma AI 需要 10 年，他使用的是线性进展模型。 * 主持人批评 Hotz 使用有限的 FSD 社区追踪器样本量，并且采用线性而非指数式进展进行预测，称其观点“荒谬”。 * **旧金山停电事件中 Waymo 与特斯拉的对比：** * 旧金山发生大面积停电（PG&E 变电站火灾），影响了该市 30% 的区域，导致交通信号灯失灵。 * **Waymo 的应对：**车辆在停电的十字路口抛锚，开启双闪警示灯，造成交通堵塞。Waymo 声称车辆被设计为将失灵的信号灯视为四向停车，但这一功能失效了。 * 最初，车辆是独立抛锚的，随后市长联系了 Waymo，导致服务全面关闭。一些拖车操作员报告称，连夜拖走了多辆 Waymo 车辆。 * 由于蜂窝服务不稳定（Waymo 使用蜂窝网络进行远程协助），远程操作可能受到影响。 * Waymo 的高清地图是本地存储的，因此地图数据不是问题；故障是由于混乱的条件导致感知和规划方面出现问题。 * **特斯拉 FSD 的应对：**继续正常运行，在停电的十字路口自信地导航，没有抛锚或困惑。车辆像人类一样，将它们视为四向停车并谨慎行驶。 * 特斯拉的 FSD 系统通过数十亿英里的真实世界里程和模拟，针对停电情况进行了训练。 * 这一事件凸显了两种方法之间的差异：Waymo 带有许多传感器/激光雷达/高清地图的“脆弱”系统，与特斯拉强大的“纯视觉”方案。 * 对 JerryRig Everything 之前关于视觉摄像头在黑暗中失灵的评论进行了嘲讽。 * **Cybercab 更新：** * 被发现的频率越来越高，包括在湾区雨中测试。 * 一个接近量产的新版本正在部分展厅展出：重新设计的后备箱、覆盖的轮拱凸起、塑料/橡胶衬里（非织物）。 * 特点：无框车窗、近乎平面的 21 英寸屏幕、新的环境照明、新的前灯条、带杯架和两个 USB-C 接口的新座椅。 * 视频显示 Cybercabs 中有安全监督员和方向盘（测试期间需要进行干预）。 * Cybercabs 正在奥斯汀和湾区进行测试。分享了奥斯汀碰撞测试设施附近测试的图片。 * 主持人提出了一个反问，将 Cybercab 豪华的座椅、腿部空间和 21 英寸屏幕（用于 Netflix/YouTube/ChatGPT）与可能更昂贵、更不舒适的 Waymo 乘车体验进行了对比。 * **FSD 在阿联酋：** * 埃隆会见了迪拜王储 Hamdan bin Mohammed。 * 埃隆表示，FSD Supervised“有望下个月”在阿联酋推出。 * 预计这将引发社交媒体热议、新闻报道，并增加特斯拉在该地区的销量。 * **FSD 在澳大利亚：** * 一篇当地新闻文章称赞特斯拉的 FSD 是“今年澳大利亚最重要的科技新闻”和“一个分水岭时刻”。 * 赞扬其易用性和无压力的体验，能够以“精细和沉着”应对复杂的交通、道路施工、并道、车道消失、六向路口以及各种司机。 * 作者指出，这可能会说服他不会开车的妻子去考驾照。 * 最大的挑战是让澳大利亚司机了解它的可用性。 * **特斯拉专利：** * 新专利名称为“用于增强摄像头视觉的锥形纹理防眩罩”。 * 涉及一种高科技摄像头防眩罩，带有吸光微锥和电动机构，可根据太阳位置主动倾斜防眩罩。 * 旨在解决前置摄像头外壳的眩光问题。 * **FSD 14.2.2 更新：** * 正在向早期访问组推送下载。 * 发布说明指出“导航图钉将根据所选的抵达选项进行调整”。 * **FSD 停车功能被证伪：** * 一位用户（“Grog”）声称 FSD 可以执行特定的停车操作，包括倒车入位到餐厅的一个车位。 * 主持人在 FSD 14.2.1.2.5 上测试了这一说法，明确要求汽车停到特定的车位（最近的、下一个、最远的、倒车入位），汽车反复否认这些能力，表示无法自动选择或倒车入位。 * 结论：这还不是一个实际功能，任何成功的案例都可能是巧合。 **特斯拉能源新闻：** * **澳大利亚 (NEOEN)：** * NEOEN 在南澳大利亚启动了一个新的 866 兆瓦时大型电池项目“Goiter Battery”的建设。 * 这将是世界上第一个使用特斯拉新型 Megablock 的项目（它将四个 Megapack 3 单元组合成一个可部署的区块，提供 20 兆瓦时单元，并集成了变压器/开关设备）。 * NEOEN 自 2017 年以来一直与特斯拉合作，是第一个大规模部署电网形成逆变器的公司。 * Goiter 电池已获得规划批准，容量可达 3,600 兆瓦时（3.6 吉瓦时），并可能成为该国最大的太阳能和风能混合项目的一部分。 * **苏格兰 (Matrix Renewables)：** * Matrix Renewables 与特斯拉签署了一项完整的 EPC 协议，在苏格兰建设一个 1 吉瓦时的独立项目。 * 这标志着 Matrix Renewables 进入英国市场，也是其在全球最大的储能项目之一。 **SpaceX 和财务新闻：** * **SpaceX IPO/SPAR 提案 (Bill Ackman)：** * Bill Ackman 提议通过将其与他的 Pershing Square SPAR（特殊目的收购权）合并，使 SpaceX 上市。 * 提案详情：特斯拉股东每股特斯拉股票将获得 0.5 份 SPAR（实际上是免费股息）。一份 SPAR 可兑换两股 SpaceX 股票，价格固定但未知。SPAR 将可自由交易。 * 担忧：Pershing Square Spark 是一家特拉华州公司。 * 然而，招股说明书中提到，在业务合并时，可能会在另一司法管辖区（例如德克萨斯州）重新注册，但这需要根据 DGCL 获得股东批准。 * 主持人的立场：感兴趣，但尚未形成教条式的看法。存在太多疑问和不确定性（例如投票权、替代方案）。等待埃隆承认这种可能性。 * **特斯拉股票表现：** * 特斯拉收盘价为 488.73 美元，上涨 1.56%。 * 纳斯达克 100 指数上涨 0.46%。 * 成交量高于平均水平 8%。 **赞助商信息：** * **3W 脚垫：** * 本视频的赞助商。 * 突出特点：Thor X 环保材料（100% 无毒，对婴儿/宠物安全，防水，超耐用，无异味），易于清洁（在水槽中演示），Vigor 模具技术（专有注塑成型，3D 扫描实现完美定制贴合，边缘到边缘覆盖，防溢设计），定制特斯拉设计，全面覆盖（包括座椅靠背），高边沿可容纳融化的雪/水。 * 提供折扣码，在其网站上可享 35% 折扣，或在亚马逊圣诞促销期间可享 45 美元折扣。 **宗教环节（个人见证与鼓励）：** * 主持人承认在这些环节中会失去订阅者，并引用《马太福音》5:11-12。 * **耶稣基督的历史可靠性：** * 1. **拿撒勒人耶稣基督的存在：**现代学者（甚至非基督徒）普遍认同，一位名叫耶稣的犹太人生活在公元一世纪的犹太，传道并建立了基督教。约瑟夫斯和塔西佗等独立资料都支持这一点。驳斥“神话”观念为缺乏学术依据。 * 2. **耶稣受施洗约翰的洗礼：**甚至在非基督教学者中也几乎普遍达成共识。这是一个早期基督徒不会编造的“令人尴尬”的事件，它标志着他与人类的认同，并开启了他作为三位一体启示的公开事工。 * 3. **耶稣在本丢·彼拉多手下被钉十字架：**这是古代史上最无可争议的事实之一（约公元 30-33 年被罗马钉十字架处决）。这也符合“尴尬准则”。历史学家一致认为，在他死后，一场宣称耶稣是复活的主的热烈运动开始了。 * **圣经的可靠性：** * 1. **手稿证据：**超过 5,800 份希腊语新约手稿（最早的片段距原稿仅数十年），相比之下，荷马的《伊利亚特》（证据次佳）约有 1,800 份手稿（最早的距原稿 450 多年）。质疑为何圣经在拥有更优越证据的情况下却受到更多抵制，将其归因于撒旦。 * 2. **考古学：**反复证实了圣经细节，从未有任何发现证伪圣经记载。 * 3. **预言：**圣经中有数千个预言，数百个已详细应验（通常在数百年后），表明神圣的知识。Peter Stoner 计算出一个人应验仅 48 个弥赛亚预言的概率为 10 的 157 次方分之一。 * **给信徒的鼓励：** * 承认文化战争、被曝光的基督教领袖、欺诈以及对主观真理的追求的压倒性性质。 * 警告不要沉迷于新闻、社交媒体和嫉妒，这些可能导致绝望、焦虑、压力、抑郁（受撒旦驱使）。 * 强调需要“日用饮食”、“神的全副军装”、团契、悔改、仔细聆听和阅读圣经，以避免灵性空虚。 * 强调生活中的挑战（疾病、纷争、失业等）在一个堕落的世界中是暂时的。 * 耶稣赐予超乎理解的平安和持久的喜乐。 * 鼓励每天花 10 分钟阅读圣经，并利用可用的工具来理解。 * 推荐 R. Kent Hughes 的著作《敬虔人的操练》。 * 提醒救赎唯独通过基督、唯独因着信心、唯独借着恩典，我们作为信徒的行为会带来永恒的奖赏，而不是救赎。 * 总结道：“不要虚度你的生命。耶稣是道路、真理、生命。你被创造是为了与他建立亲密、个人的关系。” * 祝愿听众圣诞快乐，新年蒙福。

Here's a summary of the video transcription, including every single news item: **Introduction & Channel Updates:** * Shout out to new Patreon, John S. * Lars from "Best in Tesla" YouTube channel was hacked; a new channel link is provided for interim support. **Tesla Robotaxi & Autonomy News:** * **Austin Robotaxi Tracker (Ethan McKenna):** * 32 unique vehicles spotted in Austin. * 3 are unsupervised test vehicles, currently giving rides only to Tesla employees (like Phil Duwan) in the backseat. No customer unsupervised rides yet. * All unsupervised vehicles seen around the old Torf street in Austin's original Geofence. * Tracker is community-sourced, not official, but considered the most accurate data available. * **Bay Area Ride-Hailing Registration:** * Tesla registered 1,655 vehicles and 798 drivers for ride-hailing in California. This is up from 28 cars and 128 drivers in August. * These numbers reflect approved vehicles, not necessarily operational ones, and the driver count could be higher as Tesla isn't required to update the state on new drivers. * **Comparison:** Waymo has over 1,000 vehicles operating and 1,955 registered in California. Zoox has 229 registered, but only 50 active. * Tesla still cannot use the term "Robotaxi" in California as it has not applied for a driverless testing permit. * The community tracker estimates ~130 Tesla vehicles in the Bay Area. * Speculation: Tesla may be registering 2-4 drivers per vehicle to allow for shifts, potentially supporting up to 400 vehicles before needing more driver registrations. * **AI Operator Recruitment:** * Tesla is pulling factory workers and sales staff to serve as "AI operators" (safety monitors) in ride-hail vehicles. * Production associates and material handlers are offered extra hours/pay, with a $500 referral bonus for friends. * Sales staff from Nevada/Arizona moved to similar roles in Las Vegas/Phoenix. * Salary for AI operators: $25-$30/hour. * Calculated cost: ~$263,000 per year per vehicle for a 24/7 safety monitor – deemed unsustainable for a profitable Robotaxi business, highlighting the critical need for unsupervised operation. * Scaling in Bay Area likely continues with safety monitors until a driverless testing permit is obtained. * **George Hotz FSD Prediction:** * Hotz claims human car accidents happen every 500,000 miles. * Based on FSD Tracker, current Tesla stuff is around 3,000 miles for critical disengagement, improving 2x annually. * Hotz predicts 8 years for Tesla's autonomy, 10 for Comma AI, using linear progression. * Host criticizes Hotz for using a limited FSD community tracker sample size and for projecting with linear instead of exponential progression, calling his take "absurd." * **Waymo vs. Tesla in SF Power Outage:** * Major power outage in San Francisco (PG&E substation fire) affected 30% of the city, causing traffic light failures. * **Waymo's response:** Vehicles stalled out at blacked-out intersections, putting on hazard lights and causing traffic jams. Waymo claimed vehicles are designed to treat non-functioning lights as four-way stops, but this failed. * Initially, vehicles stalled independently, then the mayor contacted Waymo, leading to a full service shutdown. Some tow truck operators reported towing Waymos overnight. * Remote operations may have been degraded due to spotty cell service (Waymo uses cellular connectivity for remote assistance). * Waymo's HD maps are stored locally, so map data wasn't the issue; the failure was in perception and planning due to chaotic conditions. * **Tesla FSD's response:** Continued operating normally, navigating blackout intersections confidently and without stalling or confusion. Cars treated them as four-way stops and proceeded cautiously, like a human. * Tesla's FSD system is trained on power outages through billions of real-world miles and simulations. * This event highlighted the difference in approaches: Waymo's "fragile" system with many sensors/LiDAR/HD mapping versus Tesla's robust "vision-only" approach. * A jab was made at JerryRig Everything for a previous comment about vision cameras failing in the dark. * **Cybercab Updates:** * Being spotted with greater frequency, including testing in the Bay Area in the rain. * A new, near-production-ready version is in select showrooms: redesigned trunk, covered wheel well humps, plastic/rubber lining (not fabric). * Features: frameless windows, nearly flat 21-inch screen, new ambient lighting, new front light bar, new seats with cup holders and two USB-C ports. * Videos show safety monitors and steering wheels in Cybercabs (needed for intervention during testing). * Cybercabs are testing in Austin and Bay Area. Images shared of testing near Austin's crash test facility. * Host poses a rhetorical question comparing Cybercab's plush seating, legroom, and 21-inch screen (for Netflix/YouTube/ChatGPT) to a potentially more expensive, less comfortable Waymo ride. * **FSD in UAE:** * Elon met with the Crown Prince of Dubai, Hamdan bin Mohammed. * Elon stated FSD Supervised would "hopefully next month" be available in the UAE. * Anticipated to lead to social media buzz, news coverage, and increased sales for Tesla in the region. * **FSD in Australia:** * A local news article hailed Tesla's FSD as "the most significant tech story in Australia this year" and a "watershed moment." * Praised its ease of use and stress-free experience, handling challenging traffic, roadwork, merging, disappearing lanes, 6-way intersections, and various drivers with "nuance and a plumb." * The author noted it might convince his non-driving wife to get a license. * The biggest challenge is informing Aussie motorists about its availability. * **Tesla Patent:** * New patent titled "Cone textured glare shield for enhanced camera vision." * Involves a high-tech camera shield with light-swallowing microcones and a motorized mechanism to actively tilt the shield based on the sun's position. * Aims to address glare issues in the front camera housing. * **FSD 14.2.2 Update:** * Now downloading for the early access group. * Release notes state "the navigation pin will be adjusted based on the selected arrival option." * **FSD Parking Feature Debunked:** * A user ("Grog") claimed FSD could perform specific parking maneuvers, including backing into a spot at a restaurant. * The host tested this on FSD 14.2.1.2.5, explicitly asking the car to park in specific spots (closest, next, farthest, back in) and the car repeatedly denied these capabilities, stating it cannot pick or reverse into spots automatically. * Conclusion: This is not an actual feature yet, and any successful instances are likely coincidences. **Tesla Energy News:** * **Australia (NEOEN):** * NEOEN started construction of a new 866 MWh big battery project in South Australia, the "Goiter Battery." * It will be the first in the world to use Tesla's new Megablock (combines four Megapack 3 units into a single deployable block, offering 20 MWh units with integrated transformer/switch gear). * NEOEN has worked with Tesla since 2017 and was the first to deploy grid-forming inverters at scale. * The Goiter battery has planning approval for up to 3,600 MWh (3.6 GWh) and could become part of the country's largest hybrid project with solar and wind farms. * **Scotland (Matrix Renewables):** * Matrix Renewables signed a full EPC agreement with Tesla for a 1 GWh standalone project in Scotland. * This marks Matrix Renewables' entry into the UK market and is one of its biggest energy storage developments globally. **SpaceX & Financial News:** * **SpaceX IPO/SPAR Proposal (Bill Ackman):** * Bill Ackman proposed taking SpaceX public by merging it with his Pershing Square SPAR (Special Purpose Acquisition Rights). * Proposal details: Tesla shareholders would receive 0.5 SPARs per Tesla share (effectively a free dividend). One SPAR would be exercisable for two shares of SpaceX stock at a fixed, unknown price. SPARs would be freely tradable. * Concern: Pershing Square Spark is a Delaware corporation. * However, the prospectus mentions possible re-incorporation in another jurisdiction (e.g., Texas) in connection with the business combination, subject to stockholder approval under DGCL. * Host's stance: Intrigued but no dogmatic view yet. Too many questions and uncertainties (e.g., voting rights, alternatives). Awaits Elon's acknowledgment of the possibility. * **Tesla Stock Performance:** * TSLA closed at $488.73, up 1.56%. * NDX was up 0.46%. * Volume was 8% above average. **Sponsor Message:** * **3W Floor Mats:** * Sponsor of the video. * Highlighted features: Thor X eco-friendly material (100% non-toxic, baby/pet safe, waterproof, ultra durable, no smell), easy to clean (demonstrated in a sink), Vigor Mold Tech (proprietary injection molding, 3D scanning for perfect custom fit, edge-to-edge coverage, spill containment), custom Tesla design, full coverage (including seat backs), high edges to contain melted snow/water. * Discount codes provided for 35% off on their website or $45 off on Amazon for their Christmas sale. **Religious Segment (Personal Testimony & Encouragement):** * Host acknowledges losing subscribers during these segments, citing Matthew 5:11-12. * **Historical Reliability of Jesus Christ:** * 1. **Existence of Jesus Christ of Nazareth:** Universally agreed by modern scholars (even non-Christians) that a Jewish man named Jesus lived in 1st century Judea, preached, and founded Christianity. Supported by independent sources like Josephus and Tacitus. Dismisses "myth" idea as academically unfounded. * 2. **Jesus baptized by John the Baptist:** Near universal consensus, even among non-Christian scholars. An "embarrassing" event that early Christians wouldn't invent, signifying his identification with humanity and launching his public ministry as a revelation of the Trinity. * 3. **Jesus' crucifixion under Pontius Pilate:** One of the most undisputed facts in ancient history (executed by Roman crucifixion ~AD 30-33). Also meets the "embarrassment criterion." Historians agree a fervent movement proclaiming Jesus as risen Lord began after his death. * **Reliability of the Bible:** * 1. **Manuscript Evidence:** Over 5,800 Greek New Testament manuscripts (earliest fragments within decades of originals), compared to Homer's Iliad (next best attested) with ~1,800 manuscripts (earliest 450+ years removed). Questions why the Bible receives more pushback despite superior evidence, attributing it to Satan. * 2. **Archaeology:** Repeatedly confirmed biblical details, with no discoveries ever disproving a biblical reference. * 3. **Prophecies:** Thousands in scripture, hundreds already fulfilled in detail (often centuries later), indicating divine knowledge. Peter Stoner calculated the probability of one person fulfilling just 48 Messianic prophecies as 1 in 10^157. * **Encouragement for Believers:** * Acknowledges the overwhelming nature of culture wars, exposed Christian leaders, fraud, and the pursuit of subjective truth. * Warns against getting lost in news, social media, and envy, which can lead to hopelessness, anxiety, stress, depression (driven by Satan). * Emphasizes the need for "daily bread," "armor of God," fellowship, repentance, careful listening, and Bible reading to avoid spiritual emptiness. * Highlights that life's challenges (illness, strife, job loss, etc.) are temporary in a fallen world. * Jesus offers peace that surpasses understanding and lasting joy. * Encourages dedicating 10 minutes daily to reading the Bible, using available tools for understanding. * Recommends the book "Disciplines of a Godly Man" by R. Kent Hughes. * Reminds that salvation is in Christ alone through faith alone by grace alone, and our actions as believers lead to eternal rewards, not salvation. * Concludes with "Do not waste your life. Jesus is the way, the truth, and the life. You were created to have an intimate, personal relationship with him." * Wishes listeners a blessed Christmas and New Year.