Tesla Finally Gets Major FSD Approval: Open the Floodgates ⚡️

以下是视频中讨论的各项新闻要点总结： **FSD（全自动驾驶）更新：** * **版本 15 预期：** 埃隆·马斯克表示，点版本更新（如 14.3）将带来完善和改进，而版本 15 将“在完全无人监督和复杂的驾驶情况下，远远超越人类的安全水平。”主持人认为人们对此解读过度，并强调特斯拉总会有新的 FSD 版本正在开发中。 * **V14 与 V15 的规模化：** 主持人指出，即使 V15 正在开发中，V14 仍然可以实现规模化和无人监督驾驶的改进。 * **小型模型与大型模型：** 埃隆·马斯克提到“小型模型”进展迅速，但“大型模型”（V15，参数数量是其10倍）尚未赶上。V15 预计将于今年第四季度发布。小型模型的这一进展对硬件 3 用户来说是个好消息。 * **避让动物：** 埃隆·马斯克强调特斯拉在确保汽车不撞到动物方面投入了大量精力。 **FSD 在欧洲的扩展：** * **荷兰获批：** 受监督的 FSD 已在荷兰获批，并将很快开始推出。 * **欧洲推广：** 特斯拉计划很快将受监督的 FSD 引入更多欧洲国家。在荷兰获批后，其他欧盟国家可以在本国承认此项批准，而无需进行大规模的重新测试。 * **可能获得欧盟范围批准：** 预计今年夏季可能会获得欧盟范围内的批准，如果符合资格的多数成员国投票支持，可能会通过《第39条》豁免来实现。即使没有欧盟范围内的批准，单个国家仍可选择加入。 * **严格审查：** 审批过程涉及 18 个月的密集文件整理、开发、测试、研究和审计工作。RDW（荷兰车辆管理局）的审查“极其严格”。 * **RDW 声明：** RDW 官方声明，经过超过 1.5 年的赛道和公共道路研究与测试，受监督的 FSD 由于持续的严格监控，比其他驾驶辅助系统“更安全”，并“对道路安全做出了积极贡献”。 * **荷兰定价：** 受监督的 FSD 现已在荷兰推出，每月 €99 或一次性购买 €7,500。 * **泛化性确认：** 特斯拉的 Phil Duan 指出，阿姆斯特丹曾因狭窄街道上的行人和自行车，在 2019 年对（老版 FSD 的）“显式堆栈”造成“重大难题”，但现在“FSD 开箱即用”。 **特斯拉新款廉价电动车（路透社报道）：** * **报道详情：** 路透社报道称，特斯拉正在联系供应商，讨论一款新型、更小、更便宜的紧凑型电动 SUV 的计划（车长约 14 英尺，比 Model Y 短 1.7 英尺）。该车型将在中国生产，并可能扩展到美国和欧洲。其目标是价格远低于 Model 3（在美国售价 $37,000），配备较小的电池，续航里程更短，并采用单电机。车身也将轻得多（约 1.5 公吨，而 Model Y 为 2 公吨）。 * **特斯拉中国否认：** 特斯拉中国否认了这一报道，称其“不准确”。 * **否认背景：** 主持人指出，埃隆和特斯拉过去都曾否认过后来被证实属实的事情，而路透社也曾报道过不准确的信息。特斯拉也有动机否认此类报道，以避免对当前销量产生“奥斯本效应”。 * **双重用途：** 新车型可能兼具人类驾驶和自动驾驶两种用途，因为许多全球市场在未来几年内都不会有自动驾驶汽车的大规模应用。 * **早期阶段：** 据报道，该项目仍处于早期开发阶段，尚未获得生产批准。今年不太可能开始生产。 **自动驾驶出租车法规变更：** * **德克萨斯州 DMV 要求：** 从 5 月 28 日起，德克萨斯州机动车辆管理局 (DMV) 将要求获得授权才能在德州道路上运营用于商业目的的自动驾驶车辆，这涵盖了特斯拉的自动驾驶出租车业务。预计特斯拉将申请并顺利获得批准，其运营将照常进行。 **特斯拉能源产品：** * **新款太阳能电池板：** 特斯拉发布了一款新的 420 瓦太阳能电池板，其规格和功能已在主持人提供的一页纸文件中详细说明。 * **长时储能电池项目（Naoen 的 MuShay）：** Naoen 公司在澳大利亚的首个六小时长时储能电池项目已开始建设，该项目由 252 个特斯拉 Megapack 2XL 供电，总容量为 905 兆瓦时。这是特斯拉首次在全球部署 6 小时持续时间的项目，超越了此前 2 或 4 小时的持续时间。 * **市场转变：** 这与一个重要的市场转变相吻合，尤其是在西澳大利亚州，监管机构建议大幅增加 6 小时电池的容量支付（到 2028 年每兆瓦超过 491,000 美元，高于 360,000 美元），使 6 小时储能成为新的基准。这使得更长时间的储能对于从燃煤发电转型中的电网来说更具经济可行性和吸引力。这种单位经济效益的转变正在全球范围内发生。 **Waymo 合作：** * **Waze 坑洼检测：** Waymo 宣布与 Waze 建立试点合作伙伴关系，利用 Waymo 的感知系统检测路面坑洼，并将这些数据提供给旧金山湾区、洛杉矶、凤凰城、奥斯汀和亚特兰大等城市及 Waze 用户。此举旨在检测而非避免坑洼，用户可以验证 Waymo 识别出的坑洼。 **特斯拉电池供应链：** * **欣旺达成为第五家供应商：** 特斯拉已将中国欣旺达（Sunwoda）列为其全球第五家电池供应商（与比亚迪、宁德时代、LG 和松下并列）。 * **供应详情：** 欣旺达的第三代磷酸铁锂电池（支持 3C 充电）已开始从中国义乌出货，供应给上海超级工厂生产的出口车型。特斯拉仅采购电池电芯，保留对电池模块和电池包组装的控制权，以获得更大的灵活性和成本控制。欣旺达是中国第八大电池制造商。 **车辆功能/生产：** * **雨刮器改进：** 特斯拉的 Yunta Sai 证实，雨刮器的冬季改进是 14.3 版本的一部分，该系统已在所有车队中实施。然而，主持人指出，对他而言，14.2 版本的自动雨刮器仍不太理想。 * **特斯拉 Semi 卡车工厂探访：** Ashley Vance 和 Core Memory 发布了特斯拉 Semi 卡车工厂的独家首次探访。这次三月初的参观展示了一些已完工的区域，以及其他仍在建设中的区域，表明大规模生产仍需数周时间。报告强调了与内华达超级工厂（冲压件、注塑件）的合作、用于驾驶室组装的架空输送系统、自动调节的搬运车，以及 Semi 卡车三个相同电池组（目前安装仍有一定程度的手动操作）使用与 Cybertruck 相同的电芯。 * **Model Y 长续航版在以色列上市：** 新款 Model Y 长续航版现已在以色列开放订购，预计首批交付将于六月进行。该版本已在亚太和中东地区的许多其他市场上市，一些市场有传闻称价格上涨和交付周期延长。 * **禅意灰内饰：** 特斯拉似乎正在将上海超级工厂生产的 Model Y 高级配置车型的白色内饰替换为“禅意灰”内饰，这影响到澳大利亚、新西兰、韩国、日本、菲律宾和新加坡等市场。据描述，这是一种米白色，略带奶白色调，部分饰件也从黑色变为禅意灰。主持人表示在亲眼看到实物之前暂不作评价，但暗示这一趋势可能会在全球范围内延续。 **FSD 里程追踪器：** * **接近 100 亿英里：** 特斯拉的受监督 FSD 里程追踪器显示已达 91.6 亿英里，每月增加约 6 亿英里，预计未来两个月内将突破 100 亿英里。 **Cybertruck / 自动驾驶出租车设计澄清：** * **Cybercab 方向盘争议：** Joe Tetmeyer 澄清说，Cybercab 的工程版本使用模块化套件，其中包括 Cybertruck 方向盘和踏板，在拆除部分仪表盘后螺栓固定。最终的载客版本将有单独的主生产线，其设计将明显不同，并且不会有这些控制装置。随着新的自动驾驶出租车部署地点的增加，工程版本将继续需要。 **自动驾驶出租车应用程序更新：** * **小幅应用程序增强：** 自动驾驶出租车应用程序进行了小幅更新，现在明确指出 Model Y 可容纳四名乘客，指示乘客不要坐在驾驶座上，表明车辆抵达时车灯会闪烁，建议在闪烁后上车，设置了车辆离开前的 7 分钟等待计时器，并提到可能会使用车内摄像头进行安全监控。它还提供了更精致的主题、更流畅的导航、更清晰的地图视图以及更完善的预订到抵达流程。 **特斯拉股价表现：** * **收盘情况：** 特斯拉股价收于 $348.95，上涨 0.96%，而纳斯达克指数 (NDX) 上涨 0.14%。成交量比平均水平低 21%。 **赞助商提及：** * **Sunday Lawn Care：** 主持人重申了对 Sunday Lawn Care（一种无毒草坪护理方法）的支持，他在自己使用后看到了初步的积极效果，并鼓励听众了解该产品。

Here's a summary of every single news item discussed in the video: **FSD (Full Self-Driving) Updates:** * **Version 15 Expectations:** Elon Musk stated that point releases (like 14.3) will bring polish, and Version 15 will "far exceed human levels of safety, even in completely unsupervised and complex situations." The host believes people are over-reading this, emphasizing Tesla will always have new FSD versions in the works. * **V14 vs. V15 Scaling:** The host notes that scaling and unsupervised driving improvements can still occur with Version 14, even if V15 is in the works. * **Small vs. Large Model:** Elon Musk mentioned rapid advancement with the "small model" and that the "large model" (V15, with 10X parameter count) has not yet caught up. V15 is expected around Q4 this year. This progress with the smaller model is good news for Hardware 3 owners. * **Animal Avoidance:** Elon Musk highlighted Tesla's significant effort to ensure cars don't run over animals. **FSD Expansion in Europe:** * **Netherlands Approval:** Supervised FSD has been approved in the Netherlands and will begin rolling out shortly. * **European Rollout:** Tesla plans to bring FSD supervised to more European countries soon. Following the Netherlands approval, other EU countries can recognize this approval nationally without extensive retesting. * **Possible EU-Wide Approval:** There's anticipation for a possible EU-wide approval during the summer, potentially through an Article 39 exemption if a qualified majority votes for it. Even without EU-wide approval, individual countries can still opt-in. * **Rigorous Review:** The approval process involved 18 months of intense documentation, development, testing, research, and audits. The RDW (Netherlands Vehicle Authority) was "extremely rigorous." * **RDW Statement:** The RDW officially stated that FSD supervised, due to continuous strict monitoring, is "safer than other driver assistance systems" and "makes a positive contribution to road safety," following over 1.5 years of research and testing on track and public roads. * **Netherlands Pricing:** FSD Supervised is now available in the Netherlands for €99 per month or a one-time purchase of €7,500. * **Generalization Confirmation:** Phil Duan from Tesla noted that Amsterdam, once a "major headache" for the explicit stack in 2019 due to pedestrians and bikes on narrow streets, now "FSD just works out of the box." **New Cheaper Tesla EV (Reuters Report):** * **Report Details:** Reuters reported that Tesla is contacting suppliers to discuss a plan for a new, smaller, cheaper electric compact SUV (about 14 feet long, 1.7 feet shorter than Model Y). It would be produced in China, potentially expanding to the US and Europe. It aims for a substantially lower price than the Model 3 ($37,000 in the US), with a smaller battery, less range, and a single electric motor. It would also be much lighter (about 1.5 metric tons vs. 2 tons for Model Y). * **Tesla China Denial:** Tesla China has denied this report, stating it's "inaccurate." * **Context of Denials:** The host notes that both Elon and Tesla have denied things in the past that turned out to be true, and Reuters has also reported inaccurate information. Tesla also has an incentive to deny such reports to avoid the "Osborne effect" on current sales. * **Dual Purpose:** The new model could potentially serve both human-driven and autonomous purposes, acknowledging that many global markets won't see meaningful adoption of driverless vehicles for years. * **Early Stage:** The project is reportedly in an early development stage, with no production green light yet. Production is unlikely to begin this year. **Regulatory Changes for Robo-taxis:** * **Texas DMV Requirements:** As of May 28th, the Texas DMV will require authorization to operate automated vehicles on Texas roads for commercial purposes, covering Tesla's robo-taxi operations. Tesla is expected to apply and comfortably get approval, with operations continuing as normal. **Tesla Energy Products:** * **New Solar Panel:** Tesla released a new 420-watt solar panel, with specs and features detailed in a one-pager provided by the host. * **Long-Duration Battery Project (Naoen's MuShay):** Construction has begun on Naoen's first six-hour long-duration battery project in Australia, powered by 252 Tesla Megapack 2XLs for a 905 MWh capacity. This is Tesla's first global deployment of a 6-hour duration project, moving beyond previous 2 or 4-hour durations. * **Market Shift:** This aligns with a significant market shift, particularly in Western Australia, where the regulator has recommended a dramatic increase in capacity payments for 6-hour batteries (over $491,000 per megawatt by 2028, up from $360,000), making 6-hour storage the new benchmark. This makes longer-duration storage more financially viable and desirable for grids transitioning away from coal. This unit economics flip is happening globally. **Waymo Partnership:** * **Waze Pothole Detection:** Waymo announced a pilot partnership with Waze to detect potholes using Waymo's perception systems and provide this data to cities and Waze users in the San Francisco Bay Area, LA, Phoenix, Austin, and Atlanta. This is for detection, not avoidance, and users can verify Waymo-identified potholes. **Tesla Battery Supply Chain:** * **Sunwoda as Fifth Supplier:** Tesla has added China-based Sunwoda as its fifth global battery supplier (joining BYD, CATL, LG, and Panasonic). * **Supply Details:** Sunwoda's third-generation LFP cells (capable of 3C charging) have started shipping from Yiwu, China, for vehicles produced at Giga Shanghai for export markets. Tesla is buying only the battery cells, retaining control over module and pack assembly for greater flexibility and cost control. Sunwoda is the 8th largest battery maker in China. **Vehicle Features/Production:** * **Wiper Improvements:** Tesla's Yunta Sai confirmed that winter improvements for wipers are part of 14.3 and that the system has been implemented across the fleet. However, the host noted auto wipers on 14.2 are still not very good for him. * **Tesla Semi Factory Tour:** Ashley Vance and Core Memory released an exclusive first look inside the Tesla Semi factory. The tour, from early March, showed some completed areas and others still in progress, indicating higher production was still weeks away. It highlighted collaboration with Giga Nevada (stamping, injection molded parts), an overhead conveyor system for cab assembly, automatically adjusting carriers, and the use of the same cells as the Cybertruck for the semi's three identical battery packs (currently somewhat manual installation). * **Model Y Long Range in Israel:** The new Model Y Long Range is now available for order in Israel, with first deliveries expected in June. This variant is already available in numerous other Asia-Pacific and Middle Eastern markets, with anecdotal reports of price hikes and extended delivery windows in some markets. * **Zen Gray Interior:** Tesla appears to be replacing the white interior with a "zen gray" interior for premium trim Model Ys from Giga Shanghai, affecting markets like Australia, New Zealand, South Korea, Japan, Philippines, and Singapore. It's described as an off-white, slightly creamier color, with some trim pieces also becoming zen gray instead of black. The host is reserving judgment until seeing it in person but suggests this trend might continue globally. **FSD Miles Tracker:** * **Approaching 10 Billion:** Tesla's supervised FSD miles tracker is at 9.16 billion miles and is increasing by about 600 million miles per month, expecting to cross 10 billion in the next two months. **Cybertruck / Robotaxi Design Clarification:** * **Cybercab Steering Wheel Debate:** Joe Tetmeyer clarified that engineering versions of the Cybercab use a modular kit including a Cybertruck steering wheel and pedals, bolted in after removing part of the dashboard. There is a separate main production line for final passenger versions that will be noticeably different and lack these controls. Engineering versions will continue to be needed as new Robotaxi locations are deployed. **Robotaxi App Updates:** * **Minor App Enhancements:** The Robotaxi app received minor updates, now clearly stating space for four riders in a Model Y, instructing riders not to sit in the driver's seat, indicating that vehicle lights will pulse on arrival, advising to wait for the pulse before boarding, setting a 7-minute wait timer before the vehicle leaves, and mentioning that interior cameras may be used for safety. It also features refined themes, smoother navigation, cleaner map views, and a more polished booking-to-arrival flow. **Tesla Stock Performance:** * **Market Close:** Tesla stock closed at $348.95, up 0.96%, while the NDX was up 0.14%. Volume was 21% below average. **Sponsor Mention:** * **Sunday Lawn Care:** The host reiterated support for Sunday Lawn Care, a non-toxic lawn care approach, after seeing initial positive results from his own application, encouraging listeners to check them out.