What Is Tesla Doing?
发布时间 来源
Episode 设置
以下是视频内容的中文摘要，包括所有新闻项目：
**擎天柱机器人 (Optimus Robot)**
* **滚动接触式指关节：** 埃隆·马斯克回应了一段讨论最近擎天柱机器人专利的视频，特别是其中的滚动接触式指关节，他表示：“我们已经改变了设计。这个设计实际上并不奏效。”
* **演讲者分析：** 尽管埃隆的评论可能是一种转移策略，但专利的核心部分（将执行器移至前臂、电缆/肌腱布线突破）很可能仍然存在。据推测，只有滚动指关节部分发生了改变。
* **未来演示：** 预计未来的擎天柱 v3 演示中，机器人手部将戴有手套或覆盖物，以模糊细节。
**赛博出租车 (Cybercab) 与法规遵从性**
* **2,500辆年度上限争议：** 曾有人争论赛博出租车是否受限于每年2,500辆的上限。
* **特斯拉的自我认证：** 特斯拉已对赛博出租车进行了自我认证，声称其符合所有FMVSS（联邦机动车安全标准），这意味着不需要第555部分豁免（该豁免会触发2,500辆的上限）。
* **证据：** 在一次快闪活动中，赛博出租车上的一张贴纸证实它符合所有适用的美国FMVSS。
* **NHTSA的作用：** 所有汽车制造商都进行自我认证；NHTSA（国家公路交通安全管理局）有权在之后挑战这些认证。
* **FMVSS的解释：** 演讲者澄清，新的和修订的FMVSS（特别是关于没有传统方向盘/踏板等控制装置的车辆）的解释是关键。
* **2022年《联邦公报》规定：** 2022年《联邦公报》的一项最终规定修订了乘员保护FMVSS，以考虑到未来没有传统手动控制装置（特别是指出方向盘）的车辆。
* **结论：** 根据现有信息，赛博出租车预计不会受到2,500辆年度上限的限制，尽管NHTSA未来可能会挑战特斯拉的解释。
**自动驾驶出租车上线 (休斯顿和达拉斯)**
* **无人监管上线：** 特斯拉在休斯顿和达拉斯推出了无人监管的自动驾驶出租车，这与埃隆·马斯克去年第四季度关于新城市上线将有安全员监管的说法大相径庭。奥斯汀曾有7个月的监管期。
* **演讲者观点：** 这表明特斯拉对软件的信心增强，为规模化铺平了更广阔的道路。
* **推出初期问题：** 截至录制时，推出并不顺利，有报道称每个市场只有两辆无人监管车辆。
* **有限的可用性：** 这种有限的可用性受到批评，可能导致早期客户体验不佳，特别是对于专程体验服务的爱好者。
* **时机受到质疑：** 这一时机（就在财报发布前）被认为是试图制造积极话题，类似于奥斯汀在第四季度财报电话会议前上线的情况。
* **地理围栏：**
* 达拉斯：Waymo (48平方英里) vs. 特斯拉 (31平方英里)，有很多重叠区域。
* 休斯顿：Waymo (23平方英里) vs. 特斯拉 (25平方英里)，没有重叠区域。特斯拉在休斯顿的地理围栏被描述为更偏郊区/乡村，驾驶难度较低。
* **运营问题 (来自德克萨斯特斯拉视频)：**
* 一辆自动驾驶出租车最终开上了不该走的高速公路，但最终找到了安全的出口并重新规划路线。
* 一辆车在左转专用车道上打右转灯，并因导航/地图问题转错了方向。
* 一辆车在有机会右转时，没有在红灯时右转，导致其他司机鸣笛。
* 一块屏幕卡住，反复提示用户以40英里/小时的速度“安全退出”，阻止了对视频、音乐、地图或空调控制的访问。
* **安全与体验：** 尽管这些事件没有造成安全危机，但它们被强调为需要解决的轻微烦恼和客户体验问题。
* **App/小部件差异：** App和实时小部件显示不同的车辆到达时间（例如，14分钟 vs. 24分钟）。
* **运行时间不一致：** 官方运行时间有所不同（例如，早上6点至晚上8点 vs. 休斯顿的早上9点开始），没有明确的特斯拉官方声明。
* **雨天运行：** 有报道称休斯顿因下雨没有自动驾驶出租车，但一段视频显示一辆车在雨中运行。
* **车辆徽章：** 许多在交付中心的Model Y没有自动驾驶出租车徽章，引发了对部署准备情况的疑问。
* **有竞争力的定价：** 特斯拉自动驾驶出租车的定价大大低于Waymo（例如，同等行程$6.15 vs. $13.93；每英里$1.67 vs. $5.41），使其成为一个主要的竞争优势。
* **埃隆的指导与现实：** 埃隆第一季度关于“远超500辆”车辆以及“每月翻倍”到4月份可能达到4,000辆的指导，与实际追踪到的611辆数据存在差异。演讲者建议埃隆如果对短期数字指导不确定，就应避免提供。
* **乐观情绪：** 尽管存在这些问题，演讲者仍然乐观地认为负面问题可以迅速解决，并且无人监管的推出是规模化的一个强烈积极信号。
**欧洲FSD**
* **阿姆斯特丹受监督的FSD：** 一段视频展示了受监督的FSD在阿姆斯特丹平稳运行，处理了自行车道和视线受阻等复杂情况，产生了宝贵的训练数据。
* **荷兰道路交通管理局 (RDW) 演示：** 荷兰道路交通管理局(RDW)关于FSD第39条的演示于5月5日进行，时间从20分钟延长到一小时，并移至午餐后。虽然不保证会进行投票，但这表明监管部门的关注度增加。演讲者仍预计在6月30日的会议上会进行投票。
* **西班牙FSD审批：** 西班牙报告称，特斯拉自2023年11月以来测试了30辆配备FSD的车辆，行驶了8万公里，零事故报告，这表明前景乐观，但西班牙仍在等待欧盟的投票结果。
**特斯拉能源 (Tesla Energy)**
* **欧洲三相Powerwall：** 特斯拉本周在欧洲推出三相Powerwall。这至关重要，因为许多欧洲住宅系统使用三相电源，而之前的Powerwall 3版本是单相的，需要复杂的安装或多个单元来平衡负载。这种原生的三相解决方案有望促进更广泛的应用。
**特斯拉瑞典罢工**
* **EF Metall要求：** 德国金属工业工会 (EF Metall) 现在要求罢工的特斯拉瑞典工人必须在正常工作时间积极参与工会活动（例如纠察）。
* **工人情绪：** 一位匿名罢工者表示，相比为EF Metall进行纠察，他们更倾向于工作并获得政府保障。
* **持续时间：** 罢工自2023年10月以来一直在持续。
**Cybertruck与车网互动 (V2G)**
* **PG&E批准：** Cybertruck、特斯拉PowerShare网关和通用壁挂式充电器已获批参与PG&E（太平洋天然气和电力公司）在加州的居民车到一切（V2X）项目。
* **双向电动汽车集成：** 这标志着双向电动汽车集成的一个重要里程碑，允许Cybertruck车主在停电期间使用他们的车辆进行家庭备用电源，并将电力回售给电网。
* **首个交流V2G：** 这是加州首个获得客户批准的交流（Alternating Current）车到电网应用。交流V2G使用的设备比专门的直流（Direct Current）基础设施（如福特F-150试点）简单得多。
* **激励措施：** 参与该项目的客户可能有资格获得高达4,500美元的奖励。
* **Powerwall集成：** 当前的设置适用于*没有*Powerwall的客户；Powerwall用户的PowerShare家庭备用电源预计将通过OTA更新提供。
**FSD影响与批评**
* **克莱·特拉维斯 (Clay Travis) 的观点：** Outkick创始人克莱·特拉维斯表示，十年内开车将变得像骑马一样（为了娱乐），他称FSD“变革性”和“革命性”，并展望了一个停车场更少的世界。
* **FSD停车场故障：** 斯宾塞和大卫对FSD 14.3.1在停车场进行的测试显示，它仍然忽视了“禁止进入”标志，这表明标志识别“不完美”。
* **吉姆·法利 (Jim Farley) vs. 埃隆·马斯克：** 福特CEO吉姆·法利评论特斯拉缺乏“更新的车型”。埃隆·马斯克回应称，“限制因素是上海的产能”（指的是Model Y在中国的销量）。
* **上海超级工厂产能：** 演讲者质疑如果产能是限制因素，为什么上海超级工厂没有进行扩建，并指出之前的扩建计划因数据安全担忧未获中国政府批准。该工厂已接近其95万辆的标称产能。未来在中国获批FSD、赛博出租车和擎天柱机器人的生产可能会重新引发扩建传闻。
**特斯拉软件与运营**
* **春季更新发布：** 截至录制当天上午，特斯拉春季更新仅部署到约11%的车队。
* **路透社税务文章：** 路透社一篇文章将特斯拉利用离岸税务策略节省4亿美元描述为“玩转税收游戏”。然而，文章也“没有发现任何迹象表明特斯拉的税务行为违反任何法律”，这让演讲者将其描述为“不恨玩家，只恨游戏”的情况。
* **非正常死亡诉讼和解：** 特斯拉就一起涉及一名少年以116英里/小时速度驾驶的非正常死亡诉讼达成和解，此前家长们声称一名技术人员禁用了限速软件。和解细节已封存。
**竞争对手新闻**
* **Waymo事件：** 一位前Meta首席技术官报告了一次“惊险的Waymo乘坐体验”，车辆突然驶离高速公路，急刹车，行驶不稳定，他在红灯时跳下车。随后汽车堵塞了一个车道，呼叫支持服务也无效。这是他52次乘坐中遇到的第一个问题。
* **Waymo车队规模：** 尽管Waymo正在扩展到新城市，但其总车队规模约为3,000辆，目标是到年底达到3,500辆。新城市上线时通常只有10-20辆车，并逐步扩大，这表明Waymo的规模扩张速度不如预期。
* **通用汽车聘请斯特林·安德森：** 通用汽车以4000万美元聘请了斯特林·安德森（前特斯拉Model X和自动驾驶系统总监，以及Aurora联合创始人），这表明其正在寻求自动驾驶人才，并可能为他担任领导职务做准备。
* **Rivian R2工厂受损：** Rivian位于伊利诺伊州的R2工厂因龙卷风遭受严重损坏，对R2生产的影响尚不明确。
* **Uber增持Lucid股份：** Uber将其在Lucid的股份增至11.5%（2.55亿美元），并增加了未来六年采购35,000辆Lucid Gravity SUV的承诺（此前为20,000辆），用于Uber网络的自动驾驶出租车。与Nuro的L4级自动驾驶技术栈合作的商业自动驾驶出租车服务仍计划于2026年末在旧金山推出。
**特斯拉在中国**
* **语音助手注册：** 特斯拉在上海向中国国家互联网信息办公室注册了其人工智能语音助手功能。媒体报道称，考虑到数据和隐私问题可能限制Grok在中国的使用，特斯拉计划整合DeepSeek和字节跳动豆包人工智能语音控制等本地合作伙伴。
**SpaceX**
* **超级投票股：** 路透社报道称，SpaceX计划在首次公开募股（IPO）后采用双层股权结构，授予埃隆·马斯克和一小部分内部人士“超级投票股”（B类股每股10票，而A类股每股1票），以巩固埃隆的控制权。相关条款还将限制股东影响力，并强制仲裁争议。
**特斯拉业务与股票**
* **Sourcewell主协议：** 特斯拉与明尼苏达州服务合作社Sourcewell签署了一项主协议，以简化美国和加拿大超过5万个政府、教育和非营利实体的车辆采购流程。
* **特斯拉折扣：** 该协议为特斯拉引入了新的大宗采购折扣：交付6-15辆车享2%折扣，16-50辆享3%折扣，51辆及以上享4%折扣，取代了之前1%的固定折扣。
* **采购流程：** 该协议允许组织设立“特斯拉商用”账户，并使用特斯拉的在线配置器，享受预先商定的价格，从而无需招标流程。
* **潜在市场：** 这代表了一个巨大的潜在市场（数十万辆车），被视为特斯拉的强劲助推力。
* **股票表现：** 特斯拉股票收盘价为386.42美元，下跌1.55%，而纳斯达克100指数下跌0.42%。成交量低于平均水平23%。
Here's a summary of the video transcription, including every single news item:
**Optimus Robot**
* **Rolling Contact Finger Joints:** Elon Musk responded to a video discussing the recent Optimus patent, specifically the rolling contact finger joints, stating, "We already changed the design. This one did not actually work."
* **Speaker's Analysis:** While Elon's comment might be a diversion tactic, the core of the patent (moving actuators to the forearm, cable/tendon wiring breakthroughs) is likely still in place. It's assumed only the rolling finger joint portion has changed.
* **Future Demos:** Future Optimus v3 demos are expected to feature gloves or coverings on the hands to obscure details.
**Cybercab & Regulatory Compliance**
* **2,500 Unit Annual Cap Debate:** There was debate over whether the Cybercab is limited by a 2,500 unit annual cap.
* **Tesla's Self-Certification:** Tesla has self-certified the Cybercab, asserting it meets all FMVSS (Federal Motor Vehicle Safety Standards), meaning a Part 555 exemption (which triggers the 2,500 unit cap) is not required.
* **Proof:** A sticker on a Cybercab at a pop-up event confirmed it conforms to all applicable US FMVSS.
* **NHTSA Role:** All auto manufacturers self-certify; NHTSA has the ability to challenge these certifications later.
* **Interpretation of FMVSS:** The speaker clarifies that the interpretation of new and amended FMVSS (especially regarding vehicles without traditional controls like wheels/pedals) is key.
* **Federal Register 2022 Rule:** A 2022 Federal Register final rule amended occupant protection FMVSS to account for future vehicles without traditional manual controls, specifically calling out steering wheels.
* **Conclusion:** Based on available information, the Cybercab is expected not to be subject to the 2,500 unit annual cap, though NHTSA could challenge Tesla's interpretation in the future.
**Robo-taxi Launch (Houston & Dallas)**
* **Unsupervised Launch:** Tesla launched unsupervised robo-taxis in Houston and Dallas, a significant departure from Elon Musk's previous statements in Q4 last year that new city launches would have supervisors for safety. Austin had 7 months of supervision.
* **Speaker's Perspective:** This shows Tesla's increased confidence in the software and opens a wider path to scaling.
* **Rollout Hiccups:** The rollout has not been smooth, with reports of only two unsupervised vehicles per market as of recording.
* **Limited Availability:** This limited availability is criticized for potentially leading to poor early customer experiences, especially for enthusiasts traveling to try the service.
* **Timing Questioned:** The timing, just before earnings, is noted as potentially an attempt to create positive talking points, similar to the Austin launch before the Q4 call.
* **Geofences:**
* Dallas: Waymo (48 sq mi) vs. Tesla (31 sq mi) with plenty of overlap.
* Houston: Waymo (23 sq mi) vs. Tesla (25 sq mi) with no overlap. Tesla's Houston geofence is described as more suburban/rural and easier driving.
* **Operational Issues (from Texas Tesla videos):**
* A robo-taxi ended up on the highway when it was not supposed to be, eventually finding a safe exit and rerouting.
* A car in a left-turn-only lane signaled right and turned the wrong way due to navigation/map problems.
* A car would not go right on red, despite the opportunity, leading to honking from other drivers.
* A screen got stuck, repeatedly telling the user to "exit safely" at 40 mph, preventing access to videos, music, maps, or climate controls.
* **Safety vs. Experience:** While no incidents were safety-critical, these are highlighted as minor annoyances and customer experience issues that need resolution.
* **App/Widget Discrepancies:** The app and real-time widget showed different vehicle arrival times (e.g., 14 minutes vs. 24 minutes).
* **Inconsistent Hours:** Official operating hours vary (e.g., 6 am-8 pm vs. 9 am in Houston), with no clear official Tesla statement.
* **Rain Operation:** A report of no robo-taxis due to rain in Houston was contradicted by a video showing one operating in the rain.
* **Vehicle Badging:** Many Model Ys at delivery centers appear without robo-taxi badging, raising questions about deployment readiness.
* **Competitive Pricing:** Tesla's robo-taxi pricing is significantly undercutting Waymo (e.g., $6.15 vs. $13.93 for comparable rides; $1.67/mile vs. $5.41/mile), making it a major competitive advantage.
* **Elon's Guidance vs. Reality:** Elon's Q1 guidance of "well over 500" vehicles and "doubling every month" to potentially 4,000 by April was compared to the actual tracked figure of 611, highlighting a discrepancy. The speaker suggests Elon should avoid short-term numerical guidance if not confident.
* **Optimism:** Despite the issues, the speaker remains optimistic that the negatives can be resolved quickly and the unsupervised launch is a strong positive signal for scaling.
**FSD in Europe**
* **Supervised FSD in Amsterdam:** A video showed supervised FSD operating smoothly in Amsterdam, handling complex situations like bike lanes and obstructed views, generating valuable training data.
* **Netherlands RDW Presentation:** The RDW's (Netherlands) presentation on Article 39 for FSD on May 5th was extended from 20 minutes to an hour and moved after lunch. While a vote is not guaranteed, it indicates increased regulatory attention. The speaker still expects a vote by the June 30th meeting.
* **Spain FSD Approval:** Spain reported Tesla testing 30 FSD-equipped vehicles, covering 80,000 km since November 2023 with zero reported incidents, indicating a positive outlook, but Spain is waiting for the EU vote.
**Tesla Energy**
* **Three-Phase Powerwall in Europe:** Tesla is rolling out a three-phase Powerwall this week in Europe. This is crucial because many European residential systems use three-phase power, whereas previous Powerwall 3 versions were single-phase, requiring complex installations or multiple units to balance loads. This native three-phase solution is expected to unlock broader adoption.
**Tesla Sweden Strike**
* **EF Metall Requirement:** EF Metall is now requiring striking Tesla Sweden workers to actively participate in union activities (like picketing) during standard working hours.
* **Worker Sentiment:** An anonymous striker expressed preference for working and receiving government guarantees over picketing for EF Metall.
* **Duration:** The strike has been ongoing since October 2023.
**Cybertruck & Vehicle-to-Grid (V2G)**
* **PG&E Approval:** The Cybertruck, Tesla PowerShare Gateway, and Universal Wall Connector have been approved for participation in PG&E's Residential Vehicle-to-Everything (V2X) program in California.
* **Bi-directional EV Integration:** This marks a major milestone for bi-directional EV integration, allowing Cybertruck owners to use their vehicle for home backup during outages and sell power back to the grid.
* **First AC V2G:** This is the first AC (Alternating Current) vehicle-to-grid application approved for customers in California. AC V2G uses much simpler equipment than specialized DC (Direct Current) infrastructure (like Ford's F-150 pilot).
* **Incentives:** Customers in this program may be eligible for up to $4,500 in incentives.
* **Powerwall Integration:** This current setup is for customers *without* a Powerwall; PowerShare home backup for Powerwall owners is expected via an OTA update.
**FSD Impact & Criticisms**
* **Clay Travis's Perspective:** Clay Travis, founder of Outkick, shared his belief that within 10 years, driving a car will be like riding a horse (for fun), calling FSD "transformative" and "revolutionary," and envisioning a world with fewer parking lots.
* **FSD Parking Garage Bug:** Spencer and David's test of FSD 14.3.1 in a parking garage showed it still ignored a "do not enter" sign, indicating sign reading is "not perfect."
* **Jim Farley vs. Elon Musk:** Ford CEO Jim Farley commented on Tesla's lack of "updated vehicles." Elon Musk responded by stating the "limiting factor is production output in Shanghai" (referring to Model Y sales in China).
* **Giga Shanghai Capacity:** The speaker questions why Giga Shanghai isn't expanding if production is the limiting factor, noting previous expansion plans were not approved by the Chinese government due to data security concerns. The plant is operating near its listed capacity of 950,000 units. Future FSD approval in China, Cybercab, and Optimus production could reignite expansion rumors.
**Tesla Software & Operations**
* **Spring Update Rollout:** As of the morning of recording, the Tesla Spring Update was only deployed to roughly 11% of the fleet.
* **Reuters Tax Article:** A Reuters article framed Tesla's use of offshore tax strategies to save $400 million as "playing the tax game." However, the article also "found no indication Tesla's tax practices violate any laws," leading the speaker to describe it as a "don't hate the player, hate the game" scenario.
* **Wrongful Death Lawsuit Settlement:** Tesla settled a wrongful death lawsuit concerning a teenager driving at 116 mph, where parents argued a technician disabled speed-limiting software. The details of the settlement were sealed.
**Competitor News**
* **Waymo Incident:** A former Meta CTO reported a "scary Waymo ride" where the vehicle pulled off the highway suddenly, stopped short, moved erratically, and he jumped out at a red light. The car then blocked a lane, and calling support didn't work. This was his first issue in 52 rides.
* **Waymo Fleet Size:** While Waymo is expanding to new cities, its overall fleet size is around 3,000 units, with a target of 3,500 by year-end. New city launches start with 10-20 vehicles and scale gradually, suggesting Waymo isn't scaling as fast as perceived.
* **GM Hires Sterling Anderson:** GM hired Sterling Anderson (former Tesla Model X and Autopilot director, and Aurora co-founder) for $40 million, indicating a search for autonomy talent and potentially positioning him for a leadership role.
* **Rivian R2 Factory Damage:** Rivian's R2 factory in Illinois sustained significant damage from a tornado, making the impact on R2 production unclear.
* **Uber Increases Lucid Stake:** Uber tripled its stake in Lucid to 11.5% ($255 million) and increased its commitment to purchase 35,000 Lucid Gravity SUVs over six years (up from 20,000) for robotaxis on the Uber network. Commercial robotaxi service with Nuro's L4 autonomous stack is still aimed for late 2026 in San Francisco.
**Tesla in China**
* **Voice Assistant Registration:** Tesla registered its AI-powered voice assistant feature with China's Cyberspace Administrator in Shanghai. Media reports suggest Tesla plans to integrate local partners like DeepSeek and ByteDance's Doubao AI voice controls due to data and privacy concerns that might restrict Grok in China.
**SpaceX**
* **Super Voting Shares:** Reuters reported SpaceX plans to use a dual-class equity structure after its IPO, granting Elon Musk and a small group of insiders "super voting shares" (10 votes per Class B share vs. 1 vote per Class A share) to cement Elon's control. Provisions would also limit shareholder influence and force arbitration for disputes.
**Tesla Business & Stock**
* **Sourcewell Master Agreement:** Tesla signed a master agreement with Sourcewell, a Minnesota service cooperative, to streamline vehicle procurement for over 50,000 government, education, and non-profit entities across the US and Canada.
* **Tesla Discounts:** This agreement introduces new volume discounts for Tesla: 2% for 6-15 deliveries, 3% for 16-50, and 4% for 51+ deliveries, replacing a previous 1% flat discount.
* **Procurement Process:** The agreement allows organizations to set up "Tesla for Business" accounts and use Tesla's online configurator with pre-negotiated pricing, eliminating the need for bidding processes.
* **Addressable Market:** This represents a significant addressable market (hundreds of thousands of vehicles) and is seen as a strong tailwind for Tesla.
* **Stock Performance:** Tesla stock closed the day at $386.42, down 1.55%, while the NDX was down 0.42%. Volume was 23% below average.
摘要
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#TeslaNews #TeslaStock #TeslaCybercab
GPT-4正在为你翻译摘要中......
中英文字稿 
人形枢纽分享了一段斯科特·沃尔特的视频，他在视频中谈论了最近关于Optimus机器人的专利，特别是滚动接触手指关节这一部分。然而，埃隆对此回复说：“我们已经更改了设计，原来的方案实际上并没有奏效。”如果你观看了关于那个Optimus专利的视频，我们确实提到过，即使从材料的角度来看，随着专利初始日期的临近，设计可能会有一些变化，哪怕是细小的。但同时我们不得不怀疑，埃隆是否在试图迷惑竞争对手。这是有可能的，但我仍然认为该专利的核心内容会保留下来，主要是将执行器从手部移到前臂，以及我们在视频中讨论过的实现该设计所需的电缆或肌腱连接的突破。不过，大多数时候我倾向于字面理解埃隆的话，所以目前我们可以假设，专利中关于滚动手指关节的部分确实已经被更改。但是，我们仍可以问，这一部分究竟被改动了多少。遗憾的是，即使我们在接下来的几周内看到Optimus V3的演示，它的手部可能会有某种手套或覆盖物，以避免透露细节。
▶ 英文原文 ⏱
the humanoid hub shared a short video of scott walter talking about that recent optimist patent and specifically the rolling contact finger joints however elon replied to that saying we already changed the design this one did not actually work if you watched the video on that optimist patent we did say there would likely be some changes even if minor from a material standpoint given the original date of the patent but at the same time we have to wonder is elon trying to throw the competition off the scent it's possible but i do still think that the core of that patent will be in place primarily moving the actuators from the hand down into the forearm and the cable or tendon wiring breakthroughs that we went over in that video to actually enable that design to work but most of the time i like to take elon at face value so for now we can assume that the rolling finger joint just that portion of the patent has indeed been changed but again we can ask how much has it been changed and sadly even if we do get an optimist v3 demo in the next few weeks it will likely have some form of glove or covering on the hand so as to not reveal detail.
周末期间，围绕Cyber Cab（网络出租车）的讨论非常热烈，尤其是关于每年2,500辆的生产上限的问题。我们之前已经深入探讨过这个话题。为了更清楚地说明，由于特斯拉自行认证了Cyber Cab，他们实际上是在说，我们认为Cyber Cab符合所有的联邦机动车辆安全标准（FMVSS），因此不需要申请第555部分的豁免。这意味着特斯拉预计可以完全跳过这一豁免程序，而这个豁免程序正是和2,500辆的年生产上限有关。
我们在一次快闪活动中看到了一辆Cyber Cab上的贴纸，上面写着该车符合制造日期当时生效的所有美国FMVSS。此外，要说明的是，所有汽车制造商都会对他们的车辆进行自我认证，NHTSA（国家公路交通安全管理局）并不会预先批准每一款新车设计。NHTSA只是事后有权利对这些制造商的自我认证提出质疑。
▶ 英文原文 ⏱
like this over the weekend there was plenty of debate about the cyber cab and if it's currently limited by that 2 500 unit annual cap we've talked about this in depth in the past just to be clear because tesla has self-certified the cyber cab they're effectively saying that we believe the cyber cab meets all fmvss and that means that no exemption process for that part 555 exemption is actually required so tesla is expecting to be able to skip that entire exemption process and only through that one exemption is where that 2 500 unit annual cap comes into play here's the proof we saw this sticker on a cyber cab at a pop-up event this vehicle conforms to all applicable us fmvss in effect on the date of manufacture shown above and further just to be clear all auto manufacturers self-certify all of their vehicles so nitza does not pre-approve every single new vehicle design it's just that later nitza has the ability to challenge those manufacturers self-certification.
所以，在他们进行测试和合规审查的过程中，他们可以说：“嘿，其实我们不同意你们的解释，不过很明显，如果特斯拉认为Cyber Cab不符合联邦机动车安全标准（FMVSS），那么他们早就会申请那个豁免了。”如果你在想，“等一下，我以为规则是如果车没有方向盘或踏板，那就必须有那个豁免啊？”正如我之前所说，这就是模糊性所在，因为对新的和修订后的FMVSS的解释存在争议。不过，联邦公报在2022年的一份公告中提到，这项最终规则修改了乘员保护FMVSS，以适应未来没有传统手动控制装置的车辆，并且在稍后部分，特别提到了方向盘。
▶ 英文原文 ⏱
so throughout their testing and compliance reviews they can then say hey actually we don't agree with your interpretation but clearly if tesla thought the cyber cab was not going to meet the fmvss then they would have applied for that exemption already and if you're thinking well wait a second i thought the rule was that if the car doesn't have a wheel or pedals then it has to have that exemption as i said before this is where that ambiguity comes in because the interpretation of the new and amended fmvss are up for debate but this release from the federal register in 2022 said this final rule amends the occupant protection fmvss to account for future vehicles that do not have the traditional manual controls and scrolling down a bit you'll find called out specifically a steering wheel.
过去几年来，这些法规一直在进行修改和修订，以便更新为当前的车辆技术。因此，基于所有公开可用的信息，我认为可以合理预期，Cyber Cab 不会受到每年 2500 辆的生产限制。正如我之前所说，未来国家公路交通安全管理局（NHTSA）可能会改变特斯拉对 Cyber Cab 符合所有联邦机动车安全标准（FMVSS）的解释，尽管它没有方向盘和踏板。但就目前而言，由于特斯拉已经明确选择自行认证，预计不需要申请第 555 部分豁免，这意味着 2500 辆的限制不存在。当然，我必须谈谈特斯拉在休斯顿和达拉斯推出自动驾驶出租车的情况，因为真的其推出时机以及实际情况都颇令人费解。在深入探讨其中的离奇之处之前，我想先说明一件事：特斯拉在这两个城市推出无人监督的车辆是一个重要的事件。还记得去年第四季度，埃隆曾说过，即使监管机构不要求我们在自动驾驶出租车中配备监督员，我们仍会这样做，以谨慎对待新市场，这样可以确保我们对安全问题保持高度的警惕。
▶ 英文原文 ⏱
so the takeaway for the past few years these regulations have been in the process of being changed and amended to be updated for current vehicle technology so based on all publicly available information i believe the proper expectation is that the cyber cab will not be subject to that 2500 unit annual cap as i said before down the line nitza could change tesla's interpretation that the cyber cab meets all fmvss even though it doesn't have a wheel and pedals but for now because tesla has clearly chosen to self-certify tesla is not expecting to need that part 555 exemption meaning that 2500 unit cap is not in play of course i have to touch on tesla's launch of robo taxi in houston and dallas because really the timing of it and the reality of what it's been has been rather confounding and now before i get into the oddities i do want to make one thing abundantly clear the fact that tesla has launched with unsupervised vehicles in both of these cities is a major deal remember q4 last year elon said i think even if the regulators were not making us do it have a supervisor in the robo taxis we would still do that as the right sort of cautious approach to a new market just to make sure we're being paranoid about safety.
我认为，当我们首次进入新市场时，让一名安全驾驶员或乘客在车上是有道理的，以确保我们没有遗漏任何问题。一次出错的机会可能是万分之一，但也会导致问题。因此，一直以来的预期是，对于任何新城市的自动驾驶出租车的启动，都会以有监督的自动驾驶出租车开始。然而，显然在休斯顿和达拉斯已经不再是这种情况了。在奥斯汀，我们有监督员陪同了七个月，所以我希望在接下来的几个新城市中，每个城市至少都有三个月的监督期。但仅仅几个月之后，特斯拉就向世界明确表示，我们不再需要监督员了，因为我们对软件在全新城市运行的信心已经足够强大。因此，我认为我不需要再强调这点，你们都明白这件事有多么重要，但我认为仍有很多人没有真正理解特斯拉和埃隆从预期计划到当前行动的巨大变化。
▶ 英文原文 ⏱
i think it makes sense to have a safety driver or safety occupant in the car when we first go to new markets to confirm there's not something we're missing all it takes is one in 10 000 trips to go wrong and you've got an issue so there you go yes the expectation has been that all along for any new city robo taxi launch it would start with a supervised robo taxi but for houston and dallas apparently that's no longer the case and we had supervisors in austin for seven months so i was hoping for three months of supervision for each new city at least for the next handful but fast forward just a few months later and tesla is clearly saying to the world we don't even need the supervisors anymore we're that confident with the software even in a brand new city so i don't think I need to make this point you all understand why this is such a big deal but i don't think enough people are appreciating the magnitude of that departure from what tesla and elon were expecting to do to what they just did.
现在，说完这个非常鼓舞人心的事情，我们回到现实中，这次推行并不顺利，过程中出现了一些问题。根据我在网上找到的所有信息，似乎截至目前为止，特斯拉在每个市场中仍只有两辆无人监督的车辆。我的问题是，特斯拉明知道自己是一家非常有影响力的公司，会有很多特斯拉爱好者特意前往体验乘车服务。那么，如果你要在一个新城市推出服务，为什么最初只用一辆车几天时间，然后现在只是增加到两辆车？显然，这会导致服务经常中断，任何想体验这项服务的人都可能失望，因为他们可能无法找到车试，因为要么是被特斯拉粉丝抢到了，要么是被其他人用了。因此，我觉得这个时机很有趣，刚好在财报发布前，特斯拉可能希望在电话会议中有一些积极的讨论点。这并不是偶然的情况。
▶ 英文原文 ⏱
now with that very encouraging thing out of the way this rollout has certainly not been smooth there have been hiccups and based on everything i can find on the internet it does appear like tesla still as of recording only has two unsupervised vehicles in each market and my problem with this is tesla knows how viral of a company it is and that there are going to be tesla enthusiasts traveling to take rides so if you're going to launch in a new city why are you doing it with one vehicle for a few days and now only two obviously you're going to have plenty of service downtime any normal folks trying to use the service that are excited about it won't be able to because either a tesla fan has the one or two vehicles that are available or somebody else has it and so i do find the timing to be interesting right ahead of earnings where tesla would like to have some momentum a positive talking point or two for the call and this is not just a one-off.
特斯拉实际上在第四季度电话会议之前做了一件类似的事情。那场电话会议于1月28日举行，而就在几天前，特斯拉首次在奥斯汀宣布了无人监督的乘车服务。这项服务非常小规模，非常有限。我知道这种做法是谨慎且安全的，我也同意。但我想说的是，当我们有官方的自动出租车账号和埃隆告诉公众去尝试这项服务时，而实际上只有两辆车可用，这就让人不禁想：他们认为人们第一次体验这项服务时会有什么样的感受呢？在无法打到车的情况下，他们的早期体验会是怎样的？我想说的是，从长远来看，一年后这些问题可能都不重要，但就现在而言，我们当然要讨论正在发生的事情，我对此确实有疑问。
▶ 英文原文 ⏱
tesla actually did the same thing before the q4 call that call was held on january 28th and just a few days before that tesla announced unsupervised rides in austin for the first time which started very small very limited and yes i know it's the prudent safe thing to do i agree all i'm saying is if we have the official robo taxi account and elon telling the public to go try this service when only two vehicles are available it's like what are they thinking that the early experience is going to be like for people trying it out for the first time that can't get a ride and i do want to say zooming out big picture a year from now none of this matters at all but for right now of course we're going to talk about what's happening and i certainly have questions.
特斯拉在奥斯汀推出了一个监督项目，首日有大约10辆车参与，我觉得这是合理的。当然，现在他们正在扩展无人监督的项目，情况将有所不同。但说实话，我宁愿特斯拉再等待几天或几周，直到他们觉得至少可以舒适地推出5到10辆车，这样任何首次下载应用并尝试叫车的新用户都能获得良好的体验。他们可能不像我们这样熟悉特斯拉，我不希望因为特斯拉为了财报或其他原因仓促推出导致他们对特斯拉产生不好的印象。听我说，如果特斯拉在接下来的几天里增加了休斯顿和达拉斯的活跃车辆数量，那当然很好，毫无问题。但我要说的是，如果再过两到三周，这两个新城市的车辆数量仍然很少，那么这看起来就更像是他们为了在财报前有个积极的话题而这么做的。
▶ 英文原文 ⏱
tesla launched with supervision in austin with about 10 vehicles on day one which i think is reasonable now of course given they're expanding unsupervised things will be different but honestly i would rather tesla wait a few days or weeks to the point where they feel comfortable launching with at least five to ten vehicles so any new non-tesla nerds that take the step of downloading the app and trying to hail a ride actually have a good experience for the first time they might not be as plugged in as you and i are and so i don't want them to be soured on the tesla experience because tesla is rushing something out there ahead of an earnings call or for whatever other reason and listen if tesla bumps the number of vehicles active in houston and dallas here in the next few days then okay great no worries at all but all I'm saying is if another two or three weeks go by and they're still only at a handful of vehicles in both of these two new cities then at that point it'll look more and more like they did this ahead of earnings just to have a positive talking point.
在达拉斯，Waymo和特斯拉的地理围栏面积分别为48平方英里和31平方英里，两者之间有不少重叠。在休斯顿，Waymo的地理围栏面积是23平方英里，而特斯拉的是25平方英里，且没有重叠。特斯拉在休斯顿的地理围栏区域相对更容易驾驶，更偏向郊区和农村，遇到的复杂情况较少。而Waymo的区域则集中在城市中心，面临更多像骑自行车的人行人等复杂情况。同时，特斯拉的地理围栏确实包括一些主要高速公路，但与普遍看法相反，在这些新城市中，特斯拉目前是不能在高速上行驶的。感谢Texas Tesla对达拉斯发布会所作的客观报道。
▶ 英文原文 ⏱
but here are the geofences for waymo and tesla in dallas waymos is 48 square miles tesla currently 31 with plenty of overlap between the two then in houston waymos geofence is 23 square miles and tesla's is 25 with no overlap and tesla's current geofence in houston is easier driving relative to waymos waymos more of the urban dense downtown city cyclists pedestrians and all of that whereas right now tesla's geofence is definitely more suburban rural less edge cases and yes tesla's geofence does have access to some main highways in the area but contrary to popular belief teslas are still not supposed to be on the highway at least when it comes to these new cities and shout out to texas tesla for his unbiased coverage of the launch in dallas.
我们现在在高速公路上。哦天哪，这真是太疯狂了！这个地方，怎么会这样？当然，这种事情肯定会发生在我身上。哦，我听不太清楚。结果，自动驾驶出租车上了高速公路，显然它本不应该在那，也许是导航出了问题。屏幕上显示车辆正在寻找一个安全地点停靠，而此时乘客在高速公路上。不过最后还是安全的，车辆顺利从前面的一个出口离开，并重新规划了路线。
▶ 英文原文 ⏱
we are on the highway what oh my goodness this is crazy location what what what what no way of course this is gonna happen to me oh i can't hear you too good so the robo taxi ended up on the highway when clearly it was not supposed to be there maybe a navigation issue on the screen it said the vehicle was finding a safe location to pull over while the user was on the highway now it was safe it handled it fine it got off on a future exit and rerouted.
这些事情之所以对我很重要，是因为每当我想到像我的岳母这样的第一次使用体验者时，我会想象她在未来使用这项服务时会有什么感受。我总是会考虑那些非特斯拉的用户，他们的初次乘坐可能就是他们与特斯拉的第一次接触。所以，请听我解释，我真的不想把这些问题夸大，但我只是想了解特斯拉和他们做出这些决策的思路。
德克萨斯州的特斯拉还分享了一个视频，视频中车辆在仅限左转的车道上，但却想用右转灯向右转。虽然最后结果还好，但车确实走错了方向，所以这还是导航和地图的问题。车子打着右转灯，不好！右转灯亮着，但我们却在左转。来吧，导航，地图数据，不好，我们走错方向了，地图，我们走错方向了。明确地说，我没有看到任何与安全有关键关系的事情，只是一些小烦恼、不便和客户体验方面的东西需要特斯拉去解决。
▶ 英文原文 ⏱
but the reason these things matter to me i think about somebody like my mother-in-law if she were to be in this experience for the first time how would she feel about using the service going forward i just always think about the non-tesla folks and that these initial rides might be their first touch point with tesla ever so hear me out i'm really not trying to make a bigger deal out of these things than we need to i'm just trying to understand tesla and its thought process with all of these decisions and texas tesla also shared this video where his car was in the left turn only lane but the car wanted to turn right with the right signal on spoiler alert it turned out okay but the car did end up going the wrong way so more navigation and map problems the right blinker on oh no oh right blinker is on but we're turning left come on nav nav nav and map data oh no we're going the wrong way map we're going the wrong way and to be clear i've seen nothing safety critical here it's just these minor annoyances inconveniences and customer experience things that tesla needs to get cleaned up.
特斯拉在德克萨斯分享了一个视频，里面的车在红灯右转时犹豫不决，有人鸣喇叭催促我。但我没在开车，我没在开车。哦，看，它几乎就要走了，但我也无法摇下车窗。我不能告诉你，哥们，我不能告诉你，它就是不想在这个红灯时转弯。它本来有机会转的，而那个人等不及就直接走了。这是安全问题吗？不是。但如果我岳母在那辆车上，她肯定会觉得不舒服，尤其是现在每天都听到关于路怒和人们做荒唐事情的新闻。我觉得值得指出这些小问题，因为当时只在网络上有一辆车跑，不是跑了很多里程，就已经出现了一些不太好的情况。而且这还不是详尽的列表。他还说屏幕卡住了，车辆以每小时40英里的速度行驶时，屏幕一直提示他要安全退出，但他无法看视频、听音乐、查看地图或调整空调等。
▶ 英文原文 ⏱
and texas tesla shared this one where it would not go right on red someone honked at me i'm not driving i'm not driving oh look it's almost gonna go and i can't roll down the window either i can't tell you dude i can't tell you it does not want to go on this red it had the opportunity that dude got tired and just left so is it a safety problem no but again if my mother-in-law was in that vehicle she would certainly be uncomfortable especially now with all the stories you hear about road rage and people doing ridiculous things and i just thought it was worth pointing out these hiccups because these were all when there was one vehicle on the network meaning with not a lot of mileage covered we already have a handful of instances of situations that are not great and look that was not an exhaustive list he also said his screen got stuck and kept telling him to exit safely as they were going 40 miles an hour he couldn't watch videos listen to music check the map adjust the air or anything.
当然，看，我不能滑动，所以任何说你能滑出来或做点什么的人，我要对他们说，向德州的特斯拉粉丝致敬。他是特斯拉的铁杆粉丝，是该公司的支持者，他拥有多辆特斯拉。他希望公司越来越好，而有时候支持公司的最佳方式就是指出公司需要改进的地方，比如客户体验的小细节，比如小部件和应用程序本身。在这个例子中，应用程序显示车辆距离还有14分钟，但实时小部件却显示还有24分钟。此外，根据我了解的情况，官方渠道表示营业时间为早上6点到晚上8点，但我看到其他用户说有时在休斯敦要到早上9点才开门。据我所知，特斯拉并没有为其服务设定任何官方营业时间。
▶ 英文原文 ⏱
yeah look i can't swipe so anyone who says you can just swipe out of here or do something and that's why i said shout out texas tesla he's a tesla fan he's a supporter of the company he owns multiple teslas he wants the best for the company and sometimes the best way to support the company is to point out the areas where it needs work and smaller customer experience things like the widget and the app itself giving different timelines for when the vehicle will arrive in this case the app said the car was 14 minutes away but the real-time widget said the car was 24 minutes away and from availability i've seen official outlets say the time is 6 a.m to 8 p.m but then i've seen other users say sometimes in houston it doesn't open until 9 a.m and as far as i can tell tesla doesn't have any official hours of operation for the service.
今天，Sladock 说由于下雨，休斯顿没有无人出租车运行。但是与此同时，Sawyer 收到一位粉丝发来的视频，显示确实有一辆无人监督的无人出租车在雨中运行。我想很多人可能已经看到过这些特斯拉 Model Y 在交付中心的停车场，但实际上只有少数几辆有无人出租车的标志。在休斯顿的这个中心，我们看到了三辆带有标识，其他的则没有。所以他们是不是还没有贴上无人出租车的标志，还是这些车实际上不会成为无人出租车？就像我之前说的那样，在接下来的几周里，我们将了解到很多关于特斯拉在休斯顿和达拉斯扩张的情况。
▶ 英文原文 ⏱
and today sladock said no robo taxi because of rain this one in houston but at the same time sawyer got a video from a follower showing an unsupervised robo taxi that was indeed operating in the rain and i'm guessing many of you have seen the delivery center lots with these tesla model y's but only a few of them actually have the robo taxi badge in houston at this center we saw three with the badging the rest didn't have it so did they just not have the robo taxi decals yet or are those actually not going to be robo taxis but as i said per the usual we will learn a lot about where tesla is here in the next few weeks to see how it handles expansion in houston and dallas.
经过现实情况的核实后，一个非常令人鼓舞的迹象是，特斯拉的定价仍然明显低于竞争对手。Sawyer分享了一位粉丝的数据，特斯拉每次乘车费用是6.15美元，而Waymo类似行程费用是13.93美元，因此特斯拉的成本不到一半。我看到五到十个不同的收据和数据点，其中一些对于特斯拉来说更加令人印象深刻，比如这次，特斯拉的自动驾驶出租车每英里的成本为1.67美元，而Waymo类似行程则为5.41美元。这一点一直没有改变，仍然是特斯拉最大的竞争优势之一，现在他们只需要提升服务的可用性即可。
▶ 英文原文 ⏱
and with all of that reality checking out of the way a very encouraging sign is tesla's pricing is still significantly undercutting the competition sawyer shared data from a follower tesla was six dollars and fifteen cents waymo comparable ride thirteen dollars ninety three cents so tesla was less than half of the cost and just know i saw between five and ten different receipts and data points some were even more impressive for tesla like this one where the robo taxi worked out to a dollar sixty seven cents per mile whereas waymo comparable trips were five dollars and forty one cents per mile so that hasn't changed and it's still one of tesla's biggest competitive advantages now they just need the availability to match.
如果这大约30辆车确实在这些交付中心获得了自动驾驶出租车的标识，并在一个月或两个月内在这里部署，那就太棒了。但如果没有，我们到时候再想办法。今年第一季度，埃隆曾说，在运载付费乘客的出租车数量方面，目前在湾区和奥斯汀有超过500辆。他还表示，这个数量可能每个月会翻倍，这是一种指数增长。如果二月份的数量翻倍，那么三月大约是一千辆，四月大约是两千辆。然而，即使是查看所有追踪到的车辆数量（这并不是活跃车辆的数量），也仅仅是611辆。所以，埃隆，我的朋友，如果你对自己的预测没有信心，我鼓励你干脆就不要做这些预测。请理解，我这样说不是为了批评埃隆或特斯拉，而是因为接下来会有财报电话会议，埃隆肯定会说一些话，我对我们究竟能对他说的话抱有多大信心表示怀疑。我说的不是两年之后的预估，而是他每个月都在谈论的事情。
▶ 英文原文 ⏱
so if these 30 or so vehicles sitting at these delivery centers do get the robo taxi badging and then get deployed here in the next month or two then that's awesome but if they don't well we'll cross that bridge when it comes and the last thing i'll say about it in q1 this year elon said in terms of taxi vehicles carrying paid customers i think we're well over 500 at this point between the bay area and austin elon continued this will probably double every month type of thing it's on an exponential curve well a doubling in february would have been roughly a thousand in march two thousand and in april four thousand and well even looking at the all tracked figure which is not the number of active vehicles it still only sits at 611 so elon my brother if you're not confident about the guidance you're giving then i would encourage you to just not give it at all and listen i'm obviously not doing this to dunk on elon or tesla i'm doing it because we have an earnings call and elon is certainly going to say some things and i just have some doubts about how much stock or confidence we can actually put into the things that elon is saying and i'm not talking about two plus year estimates i'm talking about things he's talking about month to month.
在我看来，他给出的短期估计，比如几周以内的，应该是相当准确的。如果团队实在不知道情况，因为需要观察现实中的进展，那就直接讲实话，不要给出具体的数字。另外，我想说最后一点：对于我来说，特斯拉在这些新城市推出无人监控系统的事实，远远超过了我之前提到的所有负面因素。我真的相信这些负面问题可以相对快地解决，而特斯拉推出无人监控系统这一事实，表明其信心非常强，意味着扩展的道路比有监控人员的情况下开阔得多。因此，不难想象，到五月中旬，特斯拉可能在达拉斯和休斯敦各有大约30辆无人监控的车，甚至还有希望在奥斯汀也是如此，那时特斯拉将减少更多的安全监控人员，这是我们所期待的。但我们也必须承认，如果特斯拉在奥斯汀仍然保留安全监控，并继续缓慢推出，那时我觉得可以回过头来问这个问题：特斯拉是否为了在财报发布前制造一点动能？时间会给出答案。
▶ 英文原文 ⏱
in my humble opinion any estimates he gives like that for the short term a matter of weeks should be quite accurate and if the team really doesn't know because they have to wait to see how things play out in the real world then just say that and don't give us a number and actually the last thing i want to say for me the fact that tesla is launching unsupervised in these new cities far outweighs all of these negatives that i took the time to cover i really believe that these negatives can be worked out relatively soon and the fact that tesla is going unsupervised tells us a lot more about where its confidence lies and it means the path to scaling is much more wide open than it would have been if they launched with supervisors so clearly there is a world where we get toward the middle of may and tesla ends up with around 30 unsupervised vehicles in both dallas and houston and hopefully austin as well as tesla removes more safety monitors there and that's what we'll be rooting for but we have to acknowledge if tesla keeps safety monitors in austin and stays with a very slow rollout then at that point i think it'd be fair to go back and ask the question well did tesla do this to have a little bit of momentum ahead of earnings time will tell.
史蒂文·彼得斯分享了这段视频，展示了在阿姆斯特丹进行的自动驾驶系统（FSD）测试，我认为这值得分享。这辆车驾驶起来非常平稳且安静。我很好奇，与我的无模型车相比，在自行车道上的平稳度有什么不同。真是太棒了，车辆精准地判断出了需要做的事情，让人难以置信。或许，这是这套系统第一次在这种路况下行驶。实际上，这种情形就像在进行一场疯狂的冒险挑战，就像《障碍挑战》一样。前方有一些障碍物，视线从右侧被阻挡，非常有限，还有一些路段是不应该开车或步行的。让我们给他们自己的一个“曲奇”吧！嗯，后面有骑自行车的人吗？没有。右侧有骑车人过来了并停下了。可能是因为我对这些很感兴趣，但看到自动驾驶系统处理这些新情况，并知道这些数据正在为未来的自动驾驶进行训练，真是让人觉得非常振奋。
▶ 英文原文 ⏱
steven peters shared this video of supervised fsd in amsterdam and i think it was worth sharing this car is so super smooth silent as well yeah i wonder what the difference will be with my modeless in terms of smoothness on a bike lane awesome you just interpreted what it needed to do yeah unbelievable yeah probably fsd has never driven here before no there's a high likelihood that yeah in fact isn't the case this is like a crazy adventure course so yeah it's like a wipeout challenge yeah yeah there's some blocks here the view is obstructed from the right it's very limited there's these little things on the road where you shouldn't be driving and also shouldn't be walking i guess let's give them a cookie of their own dough huh yeah is there a biker behind us nope biker coming on the right stops and maybe it's just me because i'm a nerd but seeing fsd handle these new situations and knowing that this data is now training our fsd for the future is quite encouraging.
亚历山大是我见过的第一个指出这件事的人，他说RDW在5月5日的演讲时间已经从20分钟延长到一个小时，并且演讲也被安排到了午餐后，这也不会有什么坏处。现在，这里是由荷兰进行的关于第39条的RDW演讲，时长一个小时。这是否意味着投票将在这次会议上进行呢？当然不一定，但我认为很明显，监管机构现在意识到了所有的社会压力以及众人对他们的关注。因此，我仍然预测投票将推迟到6月30日的会议进行。然而，你可以想象，这至少为5月5日会议上的可能投票打开了一条小小的机会之门。
▶ 英文原文 ⏱
and alexander was the first one i saw to point this out he said the rdw's presentation on may 5th has now been extended from 20 minutes to an hour it was also moved to after lunch which can't hurt either and here it is the rdw's presentation by the netherlands on article 39 one hour long now does that have to mean the vote will take place at this meeting certainly not but i think it's clear the regulators are now realizing all of the societal pressure and the eyes that are on them so my expectation is still that the vote won't take place until the june 30th meeting but you gotta imagine that this would at least crack the door open for a possible vote at the may 5th meeting.
巴塞罗那的极客分享了一个来自西班牙关于对FSD（全自动驾驶）审批的回应。他们表示，特斯拉目前正在测试30辆配备FSD的车辆，自2025年11月以来，这些车辆已行驶约80,000公里，并且到目前为止没有报告任何事故。因此，这一回应整体上是积极的，但听起来西班牙将等待投票结果，并与欧洲的立场保持一致。
▶ 英文原文 ⏱
and barcelona geek shared a response from spain about supervised fsd approval there they said tesla is currently testing 30 vehicles equipped with fsd with about 80 000 kilometers driven so far since november 2025 with zero reported incidents to date so overall the tone of this response was positive but it sounds like spain will be waiting for the vote and sticking with europe.
我认为这件事有些被忽视了：特斯拉本周在欧洲推出了一款三相Powerwall（电池墙）。没错，特斯拉之前已经在英国和德国等欧洲部分地区推出了Powerwall 3，但目前的版本只有单相，而欧洲的许多家庭系统实际上使用的是三相电力。这些三相系统通过三条独立的电流分配负载，而不是单一电流。所以像特斯拉Powerwall这样的单相电池系统在这种环境下仍然可以运作，但通常需要多个单元或更复杂的安装设置来平衡负载，这种不匹配使得Powerwall 3在欧洲显得有些受限，尽管消费者对此有需求。这正是为什么本地的三相Powerwall可以在欧盟范围内实现更广泛应用的原因。而鉴于目前的市场情况，我们知道欧盟地区对电池的需求没有问题，我认为本周推出的这款三相Powerwall应该会帮助缓解很多需求。
▶ 英文原文 ⏱
i think this one is being overlooked slightly tesla is rolling out a three-phase powerwall this week in europe and yes tesla already launched powerwall 3 across parts of europe like the uk and germany but the current version has only been single phase and many residential systems across europe actually use three-phase power and these three-phase systems distribute load across three separate currents instead of one so a single phase battery system. like tesla's powerwall can still function in that environment but it often requires multiple units or more complex installation setups to balance the loads properly and that mismatch has made the powerwall 3 feel somewhat constrained in europe despite consumer demand which is precisely why a native three-phase powerwall could unlock broader adoption across the eu and we know there's no issue with battery demand across the eu given the landscape right now and i think this three-phase powerwall rolling out this week should help to alleviate a lot of that demand.
为欧盟再添一事：现在，瑞典的特斯拉工人罢工期间，一些工人被要求为工会（EF Metall）服务，也就是说他们不再是休假状态。有一位不愿透露姓名的特斯拉罢工者表示：“如果我要每天为EF Metall站在外面8个小时，我还不如进去工作，至少还能获得政府的保障。”现在的变化是，EF Metall提出了一项新要求，这些特斯拉员工在正常工作时间内，必须积极参与工会活动，如罢工和会议。令我感到惊讶的是，这次罢工从2023年10月开始，到现在仍在继续。
▶ 英文原文 ⏱
one more for the eu we now have ef metall requiring some of these striking workers for tesla sweden to actually work for them during the strike meaning they're no longer off work and one anonymous tesla striker said if i'm going to stand outside for eight hours a day on behalf of ef metall i might as well go in and work and get all the government guarantees instead and so the change here is a new requirement from ef metall that these tesla employees have to now actively participate in union activities like picketing or meetings during standard working hours it's wild to me that this strike is still going on after it started back in october 2023.
回到美国，加州的PG&E和特斯拉宣布，Cybertruck、特斯拉的PowerShare网关以及通用墙壁连接器已获批准参与PG&E的“家庭至未来”项目。这标志着加州在双向电动车整合方面达成了一个重要的里程碑。意味着PG&E的客户如果拥有Cybertruck，可以利用VITAX项目来安装PowerShare家庭备用系统，并激活PowerShare电网支持。现在，客户可以在断电时用他们的车辆为家庭供电，并在特定事件期间通过卖电回电网来赚钱。但这里有个重要变化：这是加州第一个获批的交流车到电网应用，它让车辆可以用更简单的设备连接，而不需要专门的直流基础设施。
▶ 英文原文 ⏱
back to the states pgne and tesla announced the cybertruck and the tesla powershare gateway as well as the universal wall connector have been approved for participation in pgne's residential vehicle to everything program marking a major milestone for bi-directional ev integration in california this means pgne customers who own a cybertruck can utilize the vitax program to install powershare home backup and activate powershare grid support customers can now use their vehicle to power their home in an outage and earn money by selling power back to the grid during events but here's the major change this marks the first ac vehicle to grid application approved for customers in california which enables vehicles to connect using much simpler equipment rather than specialized dc infrastructure.
在这个计划中，客户现在可能有资格获得最多4500美元的奖励。福特实际上是这个试点项目的一部分，但他们使用的是直流电系统，因此F-150卡车会发送直流电，需要通过昂贵的设备转换才能为家庭供电。然而，现在使用特斯拉和Cybertruck以及其硬件，车辆可以直接发送交流电，不再需要昂贵的转换设备，因为它已经是交流电。行业内大多数人都认为，这些项目的主要瓶颈是这些昂贵的外部双向逆变器，它们将直流电转换为交流电。此外，对于那些了解情况的人来说，这个设置适用于没有Powerwall的客户。
▶ 英文原文 ⏱
customers in this program may now be eligible for up to four thousand five hundred dollars in incentives so ford was actually part of this pilot but they were using a dc based system so the f-150 would send power dc power that would ultimately need to be converted by expensive hardware to actually power the home whereas now with tesla and the cybertruck and its hardware it can just send ac direct from the vehicle and it doesn't need any expensive hardware to convert it because it's already ac and most in the industry have said the main bottleneck for these programs is these expensive external bi-directional inverters that take the dc and convert it to ac and for those in the know this setup right here is for those customers without a power wall.
我还没有找到关于这是否适用于Powerwall用户的信息。这是因为，据我们所知，对于拥有Powerwall的用户来说，电力共享家庭备份功能仍然不可用，但预计会通过一次OTA更新来实现。Clay Travis，Outkick的创始人和体育大咖表示：“我已经使用特斯拉的自动驾驶技术一个多月了，我更加确信在未来十年内，开车将像骑马一样，成为人们只为娱乐而做的事情。这项技术的变革性是大多数人目前还无法理解的，非常具有革命性。仅仅考虑这项技术带来的所有变化就令人叹为观止。想象一个世界，停车场基本上不再需要，仅这一变化就能释放出难以置信的土地，用于新的住宅、公园以及提高生活质量的设施。”
▶ 英文原文 ⏱
and i was not able to find anything on if this will work for power wall customers yet that's because as far as we know for customers with a power wall the power share home backup is still not available but it is supposed to be coming with an ota update clay travis the founder of outkick big sports guy said i've been using tesla's self-drive tech for over a month now and i'm even more convinced that within 10 years driving a car will be like riding a horse something people just do for fun it's transformative on a level i don't think most understand yet absolutely revolutionary thinking about all the changes coming just from this is mind-blowing imagine a world where parking lots are largely unnecessary just that change alone would free up unbelievable amounts of land for new housing parks and a higher quality of life.
更多普通用户甚至一些有影响力的人开始意识到这个问题。你们中的一些人可能还记得斯宾塞和大卫在停车场测试14.3版本时的情景，当时车子无视“禁止进入”标志驶出。结果他们带着14.3.1版本重返现场，发现这个问题仍未解决，依旧无视“禁止进入”标志。虽然在某些情况下对标志的识别可能有所改善，但仍然不够完美。吉姆·法利在公开场合发表了一些评论，稍微讽刺了一下特斯拉，称他们没有更新车辆，但我个人觉得这只是噪音。我分享这个信息的原因是，因为埃隆对此的回应是在中国监管级别的完全自动驾驶(FSD)得到批准之前，目前的限制因素是上海的产量。埃隆的评论很可能是回应所耶的说法，也就是Model Y在三月份成为中国最畅销的车型。但我认为自然的问题是，如果产量是限制因素的话，那么……
▶ 英文原文 ⏱
so more of the normies and some with significant influence are starting to get it some of you may remember spencer and david doing the test on 14.3 in the parking garage where it drove out ignoring a do not enter sign well they went back with 14.3.1 and that is still not fixed um we're out do not enter stop well they haven't fixed it yet so while sign reading may be improved in some scenarios again it is not perfect jim farley has been making some public comments throwing a little bit of shade tesla's way saying they don't have updated vehicles but truly the way i see it it really is just noise i'm sharing because in response elon said this is before supervised fsd is approved in china the limiting factor is production output in shanghai and elon's comment was likely referring to what sawyer said about the model y being the best-selling car in china for march but i think the natural question becomes if production output is the.
如果生产能力是个限制因素，那为什么不扩大在中国的生产基地呢？你可能记得，特斯拉曾讨论过将年产能从大约一百万辆增加到两百万辆的计划，但唯一得到的消息是由于数据安全问题未能获得政府批准。确实，上海超级工厂一直在接近最大产能运作，特斯拉列出的产能是95万辆，相当于每月约8万辆。正如你所见，自从特斯拉转向新车型并提高产能后，这就是下半年生产的基本水平。这一切说明，当自动驾驶功能在中国获得批准以及特斯拉开始考虑全球生产Cyber Cab的时候，将会非常有趣地看到会发生什么。这对上海超级工厂有什么意义呢？因为我们刚刚听说上海超级工厂还可能生产Optimus，所以我预计上海超级工厂的扩展计划或至少传闻可能会在明年某个时候开始。
▶ 英文原文 ⏱
limiting factor then why not just expand the manufacturing footprint in china you may remember that tesla had been discussing potential plans to expand from roughly one million units of annual capacity up to two but the only thing we ever heard about that was they were not approved by the government thanks to data security concerns and it's true giga shanghai has been operating near max capacity the listed capacity from tesla's 950 000 which is about 80 000 per month and as you can see after tesla ramped capacity from the changeover to the new vehicles that's effectively where production has landed for the second half of the year all this to say it will be very interesting to see what happens when one fsd is approved in china and two tesla begins considering global production of the cyber cab what will that mean for giga shanghai because remember we just heard that giga shanghai might also produce optimus so i would expect giga shanghai expansion plans or at least rumors to begin at some point over the next year.
特斯拉的春季更新仍然在推出中，但截至今天早上，仅在大约11%的车队中部署，所以如果你还没有收到更新，不用担心，你并不孤单。路透社做了一篇报道，把特斯拉说成是在玩“税收游戏”，通过使用一些离岸税收策略，在过去几年省下了4亿美元的税款。然而，问题在于，当你真正阅读这篇文章时（我们知道很多人不会去读），你会发现路透社并没有找到特斯拉的税务行为违反任何法律的证据。而且，把利润转移到海外以减少税负的公司并不只有特斯拉。所以这是一个“不要恨玩家，而要恨游戏”的情境。坦率地说，你其实可以认为，从受托责任的角度来说，特斯拉应该利用税法中的任何条款来省钱，并尽可能为股东创造利润，而这正是特斯拉所做的。
▶ 英文原文 ⏱
tesla's spring update is still rolling out but as of this morning it's still only deployed to roughly 11 of the fleet so you're not alone if you still don't have it reuters did this article they were framing as this big investigative project ultimately to save that tesla has been playing the tax game to save 400 million dollars in taxes over the past few years this by using some offshore tax strategies but here's the problem when you actually read the article which we know many people won't do you will find this buried reuters found no indication tesla's tax practices violate any laws and tesla would hardly be the first company to shift profits overseas so this is one of those don't hate the player hate the game type of scenarios and frankly i think you could actually make the argument that from a fiduciary perspective tesla should actually be taking advantage of any of the tax code to save itself money and to become as profitable as possible for shareholders and that's exactly what tesla has done.
路透社可能会试图将此事描述为Elon和特斯拉所做的负面、可疑的事情，但实际上不是这样。本周特斯拉原本应该因一起过失致死诉讼案开始新的陪审团审判，但我们刚刚了解到，他们决定和解。这起案件中，一名青少年的父母控诉称，特斯拉的一名技术人员在未经他们同意的情况下禁用了限速软件。但特斯拉坚称，无论有没有限速器，车祸都是由于该青少年的鲁莽驾驶造成的。这名18岁的青年在规定限速25英里每小时的弯道上以116英里每小时的速度行驶。因此，和解协议的细节未被公开。不过，我想要对此事进行个总结，因为我们一直在关注此案的审判结果，可能会对未来的类似案件产生影响，但这次没有进行审判。
▶ 英文原文 ⏱
so reuters might try to frame it as this negative sketchy thing that elon and tesla are doing but it's actually not tesla was supposed to start a new jury trial over a wrongful death suit this week but we just learned that they've decided to settle this the one where the parents of the teenager were arguing that a tesla technician without their knowledge disabled the speed limiting software but tesla maintained it was the reckless driving of the teenager that caused the crash with or without a speed limiter and this the one where the 18 year old was going 116 miles per hour around a curve with a 25 mile an hour speed limit so of course the settlement was sealed we don't have the detail but i did want to close the loop on this because we were watching this as the jury outcome may have had implications for future cases but no trial to be had for this one.
Meta的前首席技术官刚刚表示，他刚刚经历了一次让人害怕的Waymo自动驾驶汽车之旅。那辆车不得不突然驶出高速公路，并在一个主要路口前急停。然后车开始不规则地移动，因此我在红灯时跳出了车。车仍然停在84号公路和伍德赛德交界处的一条车道上，打电话寻求支持未能奏效，所以我怀疑可能是网络问题。他并不是一个讨厌科技的人，他说我已经乘坐了52次Waymo，总共行驶了550英里，这是第一次出现问题。总体而言，我很喜欢Waymo。因此，一个技术专家在红灯时从车里跳出来，我想这已经说明了一切。正如往常一样，Waymo将会得到媒体的优待，所以大多数人可能永远不会听到这个事件。
▶ 英文原文 ⏱
the former cto at meta just said he had a scary waymo ride just now it had to pull off the highway suddenly and then it stopped short before a major intersection it started moving erratically so i jumped out of the car while the light was red it still stopped blocking a lane on 84 and woodside calling support from the car didn't work so i wonder if it was a network issue and he's not a hater he said i've done 52 rides and 550 miles with waymo and this was the first issue overall i love waymo so for a tech guy to jump out of the car at a red light i think tells you all you need to know and as always waymo will get the white glove treatment by the press so most people will never hear about this.
在当前嘈杂的信息中，我们确实看到Waymo正在扩展到新的城市，这是一个好现象。然而，据我们所知，它的整个车队规模仍在3000辆左右。实际上，我们最后得到的公开信息是Waymo计划在今年年底将车队扩大到约3500辆。在每个新城市，Waymo通常只开始布置10到20辆车，然后逐步扩大规模。然而，我想说的是，从车队中的活跃车辆数量来看，Waymo的扩张速度并不像新城市发布消息看起来的那么快。我知道许多人热切期待着特斯拉在这个特定指标上取得领先，无论是今年晚些时候还是2027年上半年，只要特斯拉觉得基础设施和安全数据准备就绪，实现这一目标对它来说都不会是个难题。
▶ 英文原文 ⏱
so in the midst of all of the noise out there yes waymo is expanding to new cities which is great to see but still overall its fleet size is in the neighborhood of 3 000 as far as we can tell and really the last public guidance we got was that waymo was aiming for about 3500 units in the fleet by the end of this year so in each new city waymo is still starting with a handful of vehicles somewhere between 10 and 20 and then they gradually scale from. there but my point is from the number of active vehicles in the fleet waymo is not scaling as fast as it may seem with all of these new city launch announcements and i know many of us are eagerly awaiting the day when tesla takes that one crown for that specific metric so whether it ends up being later this year or in the first half of 2027 it's still not going to be a hard target for tesla to reach once it feels it has the infrastructure and safety data in place.
今天我们得知，通用汽车花费了4000万美元聘请了一位特斯拉的前员工斯特林·安德森。我认为这值得关注，不仅因为这些传统公司引进特斯拉人才的重要性，还因为他们表示安德森现在是接替首席执行官玛丽·博拉的潜在候选人之一。最近，安德森离开了Aurora加入通用汽车，但早年在特斯拉期间，他领导了Model X和自动驾驶项目。如果你浏览斯特林的LinkedIn页面，会看到他在2015年左右曾担任一年自动驾驶部门的负责人。而在过去十年中，他还是Aurora的联合创始人。显然，包括通用汽车在内的许多公司在自动驾驶领域仍在寻找突破口。
▶ 英文原文 ⏱
today we learned that gm just shelled out 40 million dollars to bring on a former tesla employee sterling anderson and i think this is newsworthy not just because of how important it is for these legacy companies to bring on talent from tesla but because they're saying anderson is now among the potential candidates to succeed ceo mary barra and more recently anderson left aurora to join gm but back in his tesla days he led tesla's model x and autopilot programs and heading to sterling's linkedin you'll see he was the director of autopilot for one year back around 2015. and now of course for the past decade he's been the co-founder of aurora but clearly gm like many others are still looking for answers when it comes to autonomy.
Rivian位于伊利诺伊州的R2工厂最近遭受了一场龙卷风的严重破坏。目前他们表示，现在还难以评估这对R2的生产会带来什么影响。幸运的是，他们确认没有人员受伤。但从我们看到的少数照片来看，要恢复正常运作显然需要一段时间。
今天我们了解到，Uber在Lucid的股份已经增加了三倍，目前达到11.5%，价值约2.55亿美元。这是因为Uber宣布了额外投资2亿美元到Lucid，将总投资从去年7月同意的3亿美元提高到了5亿美元。同时，他们还将承诺从去年的2万辆Lucid Gravity SUV增加到在六年内至少3.5万辆，这些车辆将作为Uber网络上的自动驾驶出租车使用。所有相关方仍然表示商业化的自动驾驶出租车服务计划在2026年底于旧金山启动，该服务将使用搭载Nuro公司第四级自动驾驶技术的Lucid Gravity。
▶ 英文原文 ⏱
rivian's r2 factory in illinois sustained significant damage from a recent tornado they're saying it's too early to understand what this means for r2 production thankfully they did say nobody was hurt but based on the few pictures we shared this is clearly going to take some time to get things right. today we learned that uber's stake in lucid has now tripled and it's up to 11.5 percent valued at around 255 million dollars this because uber announced an additional 200 million dollar equity investment in lucid raising the total commitment to 500 million dollars from the original 300 million that was agreed to in july of last year and what this move is all about they also upped their commitment to at least 35 000 units over six years up from the original 20 000 lucid gravity suvs that they agreed to last year that would be deployed as robotaxis on the uber network and all parties are still saying the commercial robotaxi service remains on track to launch later in 2026 in san francisco using the lucid gravity fitted with neuro's level 4 autonomous stack.
本月早些时候，Neuro 在湾区向优步员工开放了无人驾驶出租车的试乘体验，车上配备了安全驾驶员。这是首次通过优步应用进行的服务测试。目前，最终版无人驾驶出租车的生产正在等待安全验证完成。我有点像托马斯那样持怀疑态度，只有亲眼见到我才会相信。今天，特斯拉在上海向中国的网络空间管理部门注册了其由AI驱动的语音助手功能。根据去年的媒体报道，特斯拉还计划在中国的车型中集成Deep Seek和字节跳动的Dubao AI语音控制，以更好地与当地汽车制造商竞争。这篇文章信息有限，目前没有太多其他细节，所以我认为这不是为了触及核心。我们上次听说，特斯拉可能会因为数据和隐私问题的限制而考虑在中国使用本地合作伙伴来实现这个功能。
▶ 英文原文 ⏱
earlier this month neuro opened robotaxi test rides to uber employees in the bay area with safety drivers on board the first time the service has been trialed through the uber app production of the final robotaxi variant is pending completion of safety validation. i'm going to be thomas here and say i'll believe it when i see it today tesla registered its voice assistant feature which is powered by ai with china's cyberspace administrator in shanghai media reports last year said tesla also planned to integrate deep seek and bite dances dubao ai voice controls in its models in china to better compete with local automakers so this article is very light on detail there's not much else out there so i don't think this is for grok the last we heard tesla might use local partners for this feature thanks to yes data and privacy concerns that might restrict grok in china.
路透社现在报道说，SpaceX计划在上市后通过授予马斯克和少数内部人士超级投票权的方式巩固他的控制权。这意味着在IPO之后，马斯克将继续担任首席执行官、首席技术官，并将担任SpaceX九人董事会的主席。招股说明书中的节选显示，SpaceX将使用双重股权结构，B类股东每股拥有10票，这样就将权力集中在马斯克和少数其他内部人士手中。而卖给公众投资者的A类股票每股只有1票。此外，他们还列出了可能限制股东影响董事会选举或提起某些法律诉讼的条款，这将迫使争端通过仲裁解决，并限制提起诉讼的地点。坦白说，在经历了特斯拉的种种公开事件之后，谁能责怪马斯克呢？
▶ 英文原文 ⏱
and reuters is now saying spacex plans to cement elon's control after ipo granting him and a small group of insiders super voting shares that will outweigh other investors after ipo elon will stay on as chief executive officer chief technical officer and will serve as chairman of spacex's nine member board of directors the prospectus filing excerpt shows spacex will use a dual class equity structure that gives class b shareholders 10 votes each concentrating power with elon and a handful of other insiders while class a shares sold to public investors will carry one vote each they also outline provisions that could limit shareholders ability to influence board elections or pursue certain legal claims forcing disputes into arbitration instead and restricting where they can be brought and frankly can you really blame elon after everything that he's been through publicly with tesla.
今天我们学习了关于Sourcewell与特斯拉之间的主协议。Sourcewell是明尼苏达州的一个服务合作社，基本上是一个为符合条件的参与政府实体提供的联合采购项目。因此，Sourcewell可以为超过50,000个参与的政府、教育和非营利机构授予采购协议，这些机构遍布美国，甚至有时是在加拿大。其主要目标是通过集中采购力量和简化采购流程来节省时间和金钱。
▶ 英文原文 ⏱
and today we learned about this master agreement between sourcewell which is a minnesota service cooperative and tesla sourcewell is basically a cooperative purchasing program to eligible participating government entities so sourcewell can award these purchase agreements for more than 50 000 participating government education and non-profit entities across the us and even sometimes in canada the goal is basically to save time and money by pooling purchasing power and streamlining the procurement process.
在这次交易中，另一家被授予合同的供应商是Rivian。这不仅让特斯拉更容易将Model 3、Model Y和Cybertruck销售给政府机构和非营利组织等，而且还涵盖了包括墙连接器、移动连接器，甚至超级充电站的使用，以及车队管理工具、必要的培训教育和第三方改装选项。此外，这可能是特斯拉首次提供折扣，至少我们是在公开信息中首次听说。在去年的基础上，特斯拉提供以下批量折扣，替代了以前的一律一个百分点的价格折扣：购买6到15辆时可以享受2%的折扣，购买16到50辆时享受3%的折扣，而购买51辆以上时则享受4%的折扣。
▶ 英文原文 ⏱
one other supplier that was awarded in this deal was rivian and so not only will this make it easier for tesla to sell its model 3 y and cyber truck to government agencies and non-profits and so on but this also covers charging things like wall connectors mobile connectors and even supercharger access and even fleet management tools some training where education is required and third-party upfitting options as well and guys this might be the first time tesla is offering discounts at least that we've heard about publicly right here tesla's offering the following volume discounts as of last year which replaced the one percent flat price discount six to 15 deliveries two percent 16 to 50 three percent and 51 plus four percent.
基本上，这些全国性的组织可以创建一个免费的特斯拉商业账户，他们会有专属的账户经理。然后，他们可以像其他任何人一样使用特斯拉的在线配置工具。因此，这些公共部门的组织现在可以更轻松地为车队采购车辆，这极大地简化了整个流程。
▶ 英文原文 ⏱
and the way it works basically these nationwide organizations can set up this free tesla for business account they'll get their own account manager and then they just use tesla's online configurator as anybody else would and so ultimately now these public sector organizations will have a much easier time actually procuring the vehicles for their fleets so it really helps to streamline the entire process.
这项协议的初始期限为四年，这意味着它将在2029年11月到期。不过，合同中有续约选项。特斯拉表示，这是美国同类中最大的政府采购合作项目。未来几年，这个市场的潜力相当大。要知道，如果算上5万个公共机构，这些团体管理的车辆数量以数十万辆计。现在所有的价格都是事先谈好的，因此这些机构无需进行任何招标程序，这应该可以缩短流程时间。
▶ 英文原文 ⏱
the initial term for this deal is four years meaning it would expire november 2029 but there are options for extensions in the contract and tesla said this is the nation's largest government purchasing cooperative of its kind and the addressable market here is actually quite big over the next few years i mean if you take 50 000 public agencies those groups are managing hundreds of thousands of vehicles across their fleets and now all of this pricing is pre-negotiated so none of these agencies have to go through any bidding process which should shorten the timelines.
我觉得今天的视频有点长，不过如果你想查看完整文件，我会把链接放在下面。总的来说，希望在未来几年，这确实能为特斯拉带来不错的推动作用。特斯拉的股票今天收盘时为386.42美元，下跌了1.55%，而纳斯达克指数下跌了0.42%。交易量比平均水平低了23%。希望大家明天都能享受一个愉快的特斯拉财报日，感谢所有支持我的Patreon会员。
▶ 英文原文 ⏱
i think today's video is already going a bit long but i'll have the full document linked below if you want to take a look but again overall over the next few years hopefully this does actually serve as a pretty solid tailwind tesla stock closed the day at 386.42 down 1.55 while the ndx was down 0.42 the volume was 23 below the average hope you all have a wonderful tesla earnings day tomorrow and a huge thank you to all of my patreon supporters.