Why on Earth Is No One Talking About This ⚡️

以下是视频转录的摘要，包含了所有提及的新闻项目： **特斯拉Semi卡车更新：** * **ACT Expo上的UI功能：** David Moss发布的新视频展示了特斯拉Semi卡车的用户界面（UI），显示了甲板灯、侧面储物、引擎盖下关键部件（轮胎）、充电端口的控制，以及详细的轮胎压力和温度信息。 * **UI互动限制：** 一位特斯拉代表要求David Moss在拍摄期间停止触碰UI按钮。 * **Megacharger特写：** 有人分享了特斯拉Semi Megacharger及其充电手柄的特写镜头。 * **雨刷尺寸：** 特斯拉Semi卡车的雨刷可能比Cybertruck的更大。 * **新订单（WattEV）：** WattEV宣布订购370辆特斯拉Semi卡车，将逐步加入其在加州的卡车队。今年将交付首批50辆，整个车队将在明年年底前投入运营。其中300多辆将通过与奥克兰港的联合项目部署。 * **充电基础设施扩展：** 此次部署将得到不断增长的兆瓦级充电站网络的支持，初期站点设在奥克兰港和弗雷斯诺，斯托克顿和萨克拉门托也计划增设地点。WattEV还在开发15个额外站点，以建立覆盖全州并最终覆盖全国的网络。 * **Semi卡车追踪仪表盘：** 演讲者正在开发一个新的仪表盘，用于追踪全国范围内的特斯拉Semi订单和充电站，并将很快分享。它将具备过滤选项（已投入运营、在建中、规划中的充电站）、详细的地点信息、近期订单追踪（WattEV、Nica、Big F Transport）以及搜索功能。 * **WattEV的“卡车即服务”模式：** 演讲者强调WattEV的商业模式是电动Semi卡车普及的关键加速器。WattEV为车队电气化提供一站式解决方案，包括电动Semi卡车、充电服务、维护、远程信息处理和运营支持，所有这些都通过简单的月度订阅模式提供。这消除了主要的预付成本，解决了基础设施和运营方面的不确定性，为小型车队提供了便利。 **FSD（完全自动驾驶）与自动驾驶：** * **欧盟FSD审批会议：** 5月5日举行的欧盟受监管FSD的TCMV会议未能进行投票。监管机构表达了反对意见和担忧（超速、野生动物、结冰道路，以及“FSD”这个名称）。 * **下一次欧盟投票：** 下一次可能进行投票的会议定于6月30日；否则，将是10月。需要27个国家中的15个投票赞成。 * **个别国家批准：** 个别国家仍可承认荷兰的批准。比利时交通部长正在寻求FSD的快速认证。瑞士、丹麦和瑞典表示积极态度，特别是如果明确传达限制（L2+）的话。 * **欧盟FSD推出时间表：** 由于潜在的监管障碍，欧盟FSD的广泛扩展现在乐观地预计将在第四季度进行，而非夏季。 * **FSD在中国（员工测试）：** 未经证实的消息称，特斯拉已向中国员工（AI4车辆）发布了具有完整功能的FSD V14.3.2版本，并附有严格的保密政策和对违规行为的重罚。 * **中国FSD更广泛的批准：** 特斯拉预计今年第三季度FSD将在中国获得更广泛的批准，但目前有限的批准状态尚不明确。 * **终止欧洲FSD一次性购买：** 特斯拉将于5月21日终止在欧洲（英国、德国、法国、意大利、比利时、瑞士、丹麦等地）的FSD一次性购买选项，以配合其北美战略。 * **Momenta——中国自动驾驶竞争对手：** 一辆大众汽车演示了中国人工智能软件公司Momenta令人印象深刻的自动驾驶技术。Momenta（由通用汽车、梅赛德斯、腾讯、大众汽车等支持）提供mPilot（L2++）和MSD（L3/L4）软件，使用激光雷达，并已在全球50多款量产车型中部署。该公司与优步在欧洲建立了战略合作伙伴关系，这凸显了对特斯拉的强大竞争。还提到了华为NCA事件（撞到儿童），作为不够先进的系统和信息压制的例子。 **特斯拉业务与产品新闻：** * **澳大利亚监管信用积分：** 2023年，特斯拉在澳大利亚首次通过监管信用积分获得了300万美元的收入，这些积分出售给了未能达到排放目标的老牌汽车制造商。随着每年目标收紧，预计这一收入来源将继续增长。 * **澳大利亚电池储能主导地位：** 在澳大利亚，电池储能业务是特斯拉比电动汽车更大的收入驱动力，其收入占比从2022年的15%增长到2023年的55%。 * **Nuro自动驾驶出租车在加州测试：** Nuro获得了加州DMV的批准，可以在公共道路上测试Lucid Gravity自动驾驶出租车，且*无需*配备安全员。然而，Nuro仍需独立的CPUC和DMV许可才能进行商业叫车运营（特斯拉和Nuro目前均未获得用于真正的自动驾驶客运服务的此类许可）。 * **特斯拉品牌忠诚度：** 标普全球移动（S&P Global Mobility）数据显示，特斯拉在2024年2月以61.1%的品牌忠诚度位居美国第一，这表明其重复购买率很高。 * **特斯拉App电池健康证书：** 特斯拉App将新增一项功能，为经过大修或更换的高压电池提供官方的、可导出的健康证书，这对二手电动汽车市场来说是一个重大利好。 * **得州超级工厂测试赛道：** 得州超级工厂正在铺设新的测试赛道柏油路面，用于现场车辆测试。 * **得州超级工厂神秘车辆：** 在得州超级工厂发现了一辆被遮盖的神秘车辆，据推测是面向美国市场的Model Y Juniper/Highland改款。 * **Cybertruck租赁价格上涨：** 美国Cybertruck Premium全轮驱动版车型的租赁价格上涨了10%。 * **Model Y ANCAP安全评级：** Model Y获得了ANCAP的五星安全评级。 * **下一代Roadster商标：** 特斯拉为下一代Roadster提交了新的商标申请，其中包括一个新的标志/徽章设计，其元素类似于SpaceX星舰V3 QD接收器面板，暗示了备受期待的SpaceX合作。 * **特斯拉法国休息室：** 特斯拉正与BK World合作，在法国里昂的一个超级充电站开设新的休息室，这是双方在法国的第五个合作地点。 **埃隆·马斯克其他事业：** * **The Boring Company - 音乐城环线：** 首个住宅区音乐城环线在纳什维尔宣布，为市中心居民提供电梯通道，可到达环线站点，通过特斯拉车辆快速抵达机场（9分钟）或下百老汇（2分钟）。 * **最大芯片制造工厂：** 埃隆·马斯克证实，德克萨斯州格莱姆斯是正在考虑的全球最大、最先进的芯片制造工厂（估计初始资本550亿美元，总投资1190亿美元）的几个选址之一，该项目可能主要由SpaceX资助。 **财务状况：** * 特斯拉股价当日收盘价为398.73美元，上涨2.4%，表现优于纳斯达克100指数（上涨2.08%）。交易量比平均水平低17%。

Here's a summary of the video transcription, including every news item mentioned: **Tesla Semi Updates:** * **UI Features at ACT Expo:** New footage by David Moss showcased the Tesla Semi's UI, revealing controls for deck lights, side storage, hood vitals (tires), charge port, and detailed tire pressure and temperature information. * **UI Interaction Limit:** A Tesla representative asked David Moss to stop interacting with the UI's buttons during filming. * **Megacharger Close-up:** An up-close look at the Tesla Semi Megacharger and its handle was shared. * **Wiper Blade Size:** The Tesla Semi's wiper blade may be larger than the Cybertruck's. * **New Orders (WattEV):** WattEV announced an order for 370 Tesla Semis to be added to its fleet over time in California. Deliveries begin with 50 trucks this year, with the full fleet operational by the end of next year. Over 300 will be deployed under a joint program with the Port of Oakland. * **Charging Infrastructure Expansion:** The deployment will be supported by a growing network of Megawatt class charging depots, including initial sites at the Port of Oakland and Fresno, with additional locations planned in Stockton and Sacramento. WattEV has 15 additional sites under development for a statewide and eventual nationwide network. * **Semi Tracker Dashboard:** The speaker is developing a new dashboard to track Tesla Semi orders and charging depots nationwide, which will be shared soon. It will feature filtering options (operational, under construction, planned depots), detailed location information, recent order tracking (WattEV, Nica, Big F Transport), and a search feature. * **WattEV's "Truck-as-a-Service" Model:** The speaker highlights WattEV's business model as a critical accelerant for electric semi adoption. WattEV provides turnkey solutions for fleet electrification, including electric semis, charging access, maintenance, telematics, and operational support, all in a simple monthly subscription. This eliminates major upfront costs and addresses infrastructure and operational unknowns, serving smaller fleets. **FSD (Full Self-Driving) & Autonomy:** * **EU FSD Approval Meeting:** The May 5th TCMV meeting for Supervised FSD in the EU did not result in a vote. Regulators expressed pushback and concerns (speeding, wildlife, icy roads, the name "FSD"). * **Next EU Vote:** The next meeting with a potential vote is June 30th; otherwise, it's October. 15 out of 27 countries need to vote in favor. * **Individual Country Approvals:** Individual countries can still recognize the Dutch approval. Belgium's Minister of Mobility is seeking rapid homologation for FSD. Switzerland, Denmark, and Sweden showed positive views, especially if limitations (Level 2+) are clearly communicated. * **EU Rollout Timeline:** Broad EU FSD expansion is now optimistically projected for Q4, rather than summer, due to potential regulatory hurdles. * **FSD in China (Employee Trial):** Unconfirmed reports suggest Tesla has released FSD V14.3.2 with full functionality to employees in China (AI4 vehicles), with a strict confidentiality policy and a significant penalty for violations. * **China FSD Broader Approval:** Tesla expects broader FSD approval in China in Q3 this year, but the current limited approval status is unclear. * **Ending One-Time FSD Purchases in Europe:** Tesla is ending one-time FSD purchases across Europe (UK, Germany, France, Italy, Belgium, Switzerland, Denmark, etc.) on May 21st, aligning with its North American strategy. * **Momenta - Chinese Autonomy Competitor:** A VW vehicle demoed impressive self-driving technology from Momenta, a Chinese AI software company for AVs. Momenta (backed by GM, Mercedes, Tencent, VW) provides mPilot (L2++) and MSD (L3/L4) software, using lidar, and is deployed in over 50 production models globally. It has a strategic partnership with Uber for Europe, highlighting strong competition for Tesla. A Huawei NCA incident (hitting a child) was also mentioned as an example of less advanced systems and suppression of information. **Tesla Business & Product News:** * **Australia Regulatory Credits:** Tesla earned its first $3 million in revenue from regulatory credits in Australia in 2023, sold to legacy automakers who couldn't meet emission targets. This revenue stream is expected to grow as targets tighten annually. * **Australia Battery Storage Dominance:** Battery storage is a significantly larger revenue driver for Tesla in Australia than EVs, growing from 15% of revenue in 2022 to 55% in 2023. * **Nuro Robo-taxi Testing in California:** Nuro received CA DMV approval to test Lucid Gravity robo-taxis *without* a safety driver on public roads. However, Nuro still needs separate CPUC and DMV permits for commercial ride-hailing operations (a permit neither Tesla nor Nuro currently hold for true AV passenger service). * **Tesla Brand Loyalty:** S&P Global Mobility data shows Tesla at #1 for brand loyalty in the US (61.1% in February 2024), indicating a high rate of repeat purchases. * **Tesla App Battery Health Certificate:** A new feature in the Tesla app will provide official, exportable certificates for high-voltage battery health after major repairs or replacements, a significant win for the used EV market. * **Giga Texas Test Track:** Asphalt is being laid for a new test track at Giga Texas for on-site vehicle testing. * **Giga Texas Mystery Car:** A mystery car under a cover was spotted at Giga Texas, speculated to be the Model Y Juniper/Highland for the US market. * **Cybertruck Lease Price Increase:** The Cybertruck Premium All-Wheel Drive lease price in the US has increased by 10%. * **Model Y ANCAP Safety Rating:** The Model Y has received a 5-star safety rating from ANCAP. * **Next-Gen Roadster Trademark:** A new trademark application for the next-generation Tesla Roadster features a new logo/badge design, with elements resembling SpaceX's Starship V3 QD receptacle panel, hinting at the anticipated SpaceX collaboration. * **Tesla Lounge in France:** Tesla is opening a new lounge at a Supercharger location in Lyon, France, in partnership with BK World, marking the fifth joint location in France. **Other Elon Musk Ventures:** * **The Boring Company - Music City Loop:** The first residential Music City Loop was announced in Nashville, serving downtown residents with elevator access to a loop station for rapid transport to the airport (9 mins) or lower Broadway (2 mins) via Teslas. * **Largest Chip Fabrication Facility:** Elon Musk confirmed that Grimes, Texas, is one of several locations under consideration for the world's largest and most advanced chip fabrication facility (estimated initial capital of $55 billion, total investment of $119 billion), likely funded primarily by SpaceX. **Financials:** * Tesla stock closed the day at $398.73, up 2.4%, outperforming the NDX (up 2.08%). Volume was 17% below average.