Tesla: The Secret Is Out & It's Finally Here ⚡️

以下是视频内容的中文摘要，涵盖了所有新闻要点： **1. 特斯拉软件更新与Grok AI：** * 特斯拉大型夏季软件更新，包括FSD 14.3.8，正在向客户车辆推出。 * 此次更新使用了Grok ThinkFast 2.0，这是SpaceX人工智能最新的语音到语音模型，取代了较慢的语音到文本模型。 * ThinkFast 2.0旨在更快、更具对话性、更自然，并被基准测试为现有的最佳语音到语音模型。 * 星链（Starlink）已在其代理式客户服务中利用ThinkFast 2.0，处理大量的咨询。 * Grok现在可以更广泛地访问特斯拉车辆功能，允许用户同时执行多个命令（例如，调节温度、打开手套箱、控制雨刷、折叠后视镜、打开FSD应用）。 * Grok还可以回答特定的车辆问题，例如指导用户找到加速设置（动力页面上的“舒适”、“标准”、“运动”模式）。 * 较旧的、基于英特尔芯片的特斯拉将无法使用Grok的全部命令；这些功能适用于配备较新“崛起芯片”（很可能是AMD锐龙）的特斯拉。 * 基于锐龙的特斯拉现在可以打电话、搜索和播放音乐、调节气候、打开手套箱，并回答关于特斯拉的问题。 * 这种免提功能被认为是解决驾驶时触摸屏分散注意力问题的一个方案。 * 下一个预期功能是可以通过语音向FSD发出关于车辆应如何行驶的命令。 * 预计将有更多命令，包括打开浏览器和提供详细的车辆信息/状态。 * 车内与Grok的对话现在正在转移到桌面和手机端。 * 尽管尚未实施，但未来预计车辆将拥有过去车内对话的记忆功能。 * 用户界面更新：Devin Olson报告称，Plex和HBO等网站现在在浏览时可以全屏打开，看起来就像原生应用程序一样。 **2. 特斯拉自动驾驶出租车服务：** * 特斯拉自动驾驶出租车现在每周七天，从早上6点到晚上10点运营。 * 无人监督车队“规模大得多”，但由于每日波动，未提供具体数量。 * 车辆分配和路线规划的智能升级旨在减少乘客等待时间。 * 轶事证据表明，等待时间合理，该服务在各个城市变得更易用。 * 晚上10点至凌晨1点被视为未来的高需求时段，但特斯拉目前正在避开此时间段，这被认为是一个明智之举。 * 此更新适用于所有六个活跃城市：奥斯汀、达拉斯、休斯顿、迈阿密、奥兰多和坦帕。 **3. FSD与CyberCab观察：** * Andy Sly分享的一段视频显示，FSD成功避开了一个大约与视线齐平的细长线性物体，考虑到FSD过去的挑战，这令人鼓舞。 * 一张CyberCab的夜间照片显示，其CyberCab贴花是反光的。 **4. Moomoo赞助环节：** * 主持人正在使用Moomoo引擎回测特斯拉上涨趋势回调策略。 * Moomoo覆盖股票、ETF、期权、加密货币和预测市场。 * 它具有强大的新闻聚合器功能，包括热门新闻标签和人工智能功能（例如，显示特斯拉过去五年的盈利趋势）。 * Moomoo向Electrified的观众提供高达8.1%的年化收益率，以及存款可获得高达1,000美元的英伟达股票。 * 可通过链接或二维码获取免费工具。 **5. Cybertruck注册量与定价：** * 根据Holmars（引用标普全球信息）的数据，今年上半年在美国注册的Cybertruck数量为8,400辆，低于去年上半年的12,800辆。 * 考虑到其12.5万辆的年产能，这令人担忧，尽管上半年存在法律挑战，且预计下半年会因价格更低的车型而获得提振。 * 主持人提出了销量下降的潜在原因，包括购买者的担忧或对驾驶该车辆时可能遭遇骚扰的顾虑。 * 特斯拉已将双电机和高级全轮驱动Cybertruck车型的价格各提高了5,000美元。 * 入门级车型现在起价为75,000美元，高级车型起价为85,000美元。 * 入门级车型的预计交付时间推迟到2027年，而高级车型则在今年10月至11月。 * 这可能表明供应受限，或者特斯拉正在重新评估Cybertruck，将其定位为一款小批量生产的“光环”车型，而非大批量销售的车型。 **6. 柏林超级工厂产能提升：** * 柏林超级工厂正在提升产能，其“25支枪”团队（精英工程师）正在以“极强的紧迫感”进行招聘。 * 重点是电池生产，可能用于柏林超级工厂的特斯拉Semi卡车生产，或在当地扩大Model Y产量和4680电池生产。 **7. 特斯拉FSD在中国谣言辟谣：** * 关于特斯拉将FSD撤出中国并停止在该国开发的谣言被特斯拉中国证实为不实信息，特斯拉中国已就这些网络谣言报警。 * 特斯拉上海数据中心运营正常，且正在加快招聘辅助驾驶相关职位。 * 特斯拉尚未在中国提供FSD订阅服务，也未宣布在中国广泛推出的时间表。 * 一位理想汽车高管表示，除了特斯拉的FSD，没有其他自动驾驶系统能跻身第一梯队。 **8. Optimus机器人更新：** * 主持人看到了Optimus最近的一次演示（细节无法分享），他称其为“更上一层楼”，并优于最近世界运动会上看到的机器人。 * 他预测Optimus将是“人类有史以来最伟大的产品”，销量将超越iPhone并提供更大的价值。 * 特斯拉已将Model X和Model S的工厂生产线改造用于Optimus的生产。 * 他预计未来10年内全球将有10亿台Optimus机器人，并指出其硬件领先1.5代，“大脑”领先其他现有机器人5代。 **9. 人形机器人竞赛（Figure与Skilled）：** * **Figure：** * 启动了其“索引”计划，专注于收集多样化的人类视频数据，用于对其Helix模型进行预训练，以实现人形机器人的通用解决方案。 * 正在构建物理人形机器人及其AI大脑（Helix）。 * 声称正在构建“有史以来最多样化的机器人训练数据集”，拥有26.4万次应用下载，4.4万活跃周用户，并上传了超过1600万个视频。 * 每秒摄取约30分钟的视频，相当于每天4.9年的人工工作量。 * 已向创作者支付1500万美元，并承诺在未来一年内投入超过10亿美元用于数据和计算。 * 在外部供应商无法满足Helix的质量或吞吐量需求之后，建立了自己 proprietary 的数据管道。 * 正在收集烹饪、清洁、洗衣、家务、物流和工业设置等任务的数据。 * “索引”计划正在为“机器人即服务”（短期租用机器人）奠定基础。 * 指出，在过滤掉欺诈、重复和质量不佳的数据后，实际训练集会更小。 * **Skilled：** * 一家总部位于匹兹堡的公司（成立于2023年，估值140亿美元），专注于构建“大脑”。 * 宣布其“S1训练突破”，使得机器人能够通过单次拍摄视频学习，无需调整预训练权重（视频充当提示）。 * 在10分钟任务中，单个步骤的成功率为66%，而语言提示的VLA类模型（使用相同的训练数据和硬件）的成功率为9%。 * 对66%这一指标的批评包括在失败步骤中有人工干预，以及如果没有干预，一个10步任务的端到端成功率仅为1.6%。 * 总结视频演示对于全新的任务明显优于口头指令。 * 强调S1的技术依赖于“严肃的预训练”，并非“一个视频就能让机器人成功”的解决方案。 * 指出，如果强大的预训练基础能够通过特定的视频演示而非昂贵的重新训练来学习新任务，则有望提高效率。 * Skilled的S1大脑尚未在完整的人形机器人上运行，目前只在机械臂上。 * 数据收集竞赛正在如火如荼地进行，不同公司采用不同的方法。 **10. Boring Company / 拉斯维加斯环线：** * Boring Company获得了额外19个拉斯维加斯环线车站的批准，使获批车站总数达到123个。 * 环线的点对点设计允许持续扩展而无需中途停靠，理论上可以在每个车道口设置一个车站。 * 目前有7台机器在运行，预计到年底将达到11台。 * CyberCabs和最终的Reboven车辆预计将进入隧道。 * 目前约有30辆CyberCabs停放在拉斯维加斯。 **11. 其他说明：** * Devin Olson仍然报告称，即使是14.3.8版本，FSD也存在一些泊车问题。 * 一部关于“路易斯安那州星际基地”的深入分析和数据视频即将上传。 **12. 市场数据：** * 特斯拉股价收于345.82美元，下跌1.26%。 * SpaceX股价收于139.63美元，上涨1.22%。 * 纳斯达克100指数（NDX）上涨0.05%。

Here's a summary of the video transcription, including every single news item: **1. Tesla Software Update & Grok AI:** * Tesla's big summer release software update, including FSD 14.3.8, is rolling out to customer cars. * The update uses Grok ThinkFast 2.0, SpaceX AI's latest speech-to-speech model, replacing slower speech-to-text. * ThinkFast 2.0 is designed to be faster, more conversational, and more natural, and is benchmarked as the best speech-to-speech model in existence. * Starlink is already utilizing ThinkFast 2.0 for its agentic customer service, handling a high volume of inquiries. * Grok now has expanded access to Tesla vehicle functions, allowing users to execute multiple commands simultaneously (e.g., adjust temperature, open glove box, control wipers, fold mirrors, open FSD app). * Grok can also answer specific vehicle questions, like directing users to acceleration settings (chill, standard, sport modes on the dynamics page). * Older, Intel-based Teslas will not have the full suite of Grok commands; these features are available for Teslas with the newer "rise in chip" (likely AMD Ryzen). * Ryzen-based Teslas can now make phone calls, search and play music, adjust climate, open the glove box, and answer questions about the Tesla. * This hands-free functionality is presented as a solution to concerns about touchscreen distraction while driving. * The next anticipated feature is audibly giving FSD commands about how the car should behave. * More commands are expected, including opening the browser and providing detailed vehicle information/status. * In-car conversations with Grok are now transferring to desktop and phone. * While not yet implemented, a car memory of past in-car conversations is expected in the future. * UI update: Devin Olson reported that websites like Plex and HBO now open full screen when browsed, appearing as native apps. **2. Tesla Robotaxi Service:** * Tesla Robotaxi now operates from 6 AM to 10 PM, seven days a week. * The unsupervised fleet is "a lot bigger," though a specific number is not provided due to daily fluctuations. * Upgraded intelligence in vehicle distribution and routing aims to reduce passenger wait times. * Anecdotal evidence suggests wait times are reasonable and the service is becoming more usable across cities. * The 10 PM to 1 AM slot is seen as a future high-demand period, but Tesla is currently avoiding it, which is considered a wise move. * This update applies to all six active cities: Austin, Dallas, Houston, Miami, Orlando, and Tampa. **3. FSD & CyberCab Observations:** * A video shared by Andy Sly showed FSD successfully avoiding a thin linear object around eye level, which was encouraging given past FSD challenges. * An image of the CyberCab at night revealed that its CyberCab decals are reflective. **4. Moomoo Sponsorship Segment:** * The host is using the Moomoo engine to backtest a Tesla uptrend pullback strategy. * Moomoo covers stocks, ETFs, options, crypto, and prediction markets. * It features a strong news aggregator, including a trending news tab and AI capabilities (e.g., showing Tesla's profitability trend for the past five years). * Moomoo is offering Electrified viewers up to an 8.1% APY and up to $1,000 in NVIDIA stock with a deposit. * Free tools are available via a link or QR code. **5. Cybertruck Registrations & Pricing:** * According to Holmars (citing S&P Global information), 8,400 Cybertrucks were registered in the US in the first half of this year, down from 12,800 in the first half of last year. * This is concerning given the 125,000-unit annual capacity, despite legal challenges in H1 and an expected boost from lower-priced trims in H2. * The host suggests potential reasons for lower sales, including buyer apprehension or concern over harassment when driving the vehicle. * Tesla has raised the price of both the dual motor and premium all-wheel drive Cybertruck variants by $5,000 each. * The entry-level variant now starts at $75,000, and the premium at $85,000. * Estimated delivery for the entry-level variant is into 2027, while the premium is October-November this year. * This could indicate either supply limitations or that Tesla is re-evaluating the Cybertruck as a low-volume, "halo" vehicle rather than a high-volume seller. **6. Giga Berlin Ramp-Up:** * Giga Berlin is ramping up, with its "25 guns" team (elite engineers) hiring with a "hardcore sense of urgency." * A focus on cell production is noted, potentially for Tesla Semi production at Giga Berlin or scaling Model Y output and 4680 cell production locally. **7. Tesla FSD in China Rumors Debunked:** * Rumors that Tesla was pulling FSD out of China and stopping development there were confirmed false by Tesla China, who reported the online rumors to the police. * Tesla's Shanghai data center is operating normally, and recruitment for driver assistance-related positions is accelerating. * Tesla has not yet offered FSD subscriptions in China nor announced a timeline for a broad local rollout. * A Lee Auto executive stated that no autonomy system other than Tesla's FSD ranks among the first tier. **8. Optimus Robot Update:** * The host saw a recent Optimus demo (details couldn't be shared) which was described as "next level" and superior to robots seen at recent world games. * He predicts Optimus will be the "greatest product ever made by humanity," outselling the iPhone and providing more value. * Tesla has repurposed Model X and Model S factory lines for Optimus production. * He anticipates 1 billion Optimus units in the world within 10 years, noting its hardware is 1.5 generations and its "brain" is 5 generations beyond other current robots. **9. Humanoid Robot Race (Figure vs. Skilled):** * **Figure:** * Launched its "Index" initiative, focused on gathering diverse video data from humans for pre-training its Helix model towards a generalized solution for humanoids. * Is building both the physical humanoid and its AI brain (Helix). * Claims to be building the "most diverse robot training dataset ever," with 264,000 app downloads, 44,000 weekly active users, and over 16 million videos uploaded. * Ingests approximately 30 minutes of video per second, equating to 4.9 years of human work daily. * Has paid creators $15 million and committed over $1 billion in the next year for data and compute. * Built its own data pipeline after external vendors couldn't meet Helix's quality or throughput needs. * Collecting data for tasks like cooking, cleaning, laundry, household chores, logistics, and industrial settings. * Index is laying groundwork for "robots as a service" (short-term hiring of robots). * Notes that actual training sets are smaller after filtering for fraud, duplicates, and quality. * **Skilled:** * A Pittsburgh-based company (founded 2023, valued at $14 billion) that focuses only on building the "brain." * Announced its "S1 training breakthrough," enabling learning from single-shot videos without adjusting pre-trained weights (videos act as prompts). * Shared a 66% success rate for individual steps in a 10-minute task, compared to 9% for language-prompted VLA-type models, where models saw the same training data and hardware. * Critiques of the 66% metric include human intervention at failed steps and that a 10-step task would only be 1.6% successful end-to-end without intervention. * Concludes video demos are clearly superior for entirely new tasks compared to verbal instructions. * Emphasizes that S1's technology relies on "serious pre-training" and is not a "one video to successful robot" solution. * Highlights the potential for efficiency if a strong pre-training foundation allows new tasks to be learned via specific video demos rather than costly re-training. * Skilled's S1 brain has not yet been run on a full humanoid robot, only robotic arms. * The data-gathering race is in full swing, with different companies employing various approaches. **10. The Boring Company / Vegas Loop:** * The Boring Company received approval for an additional 19 Vegas Loop stations, bringing the total entitled stations to 123. * The Loop's point-to-point design allows for continuous expansion without intermediate stops, potentially accommodating a station in every driveway. * Currently, 7 machines are in operation, with 11 expected by the end of the year. * CyberCabs and eventually Reboven vehicles are anticipated in the tunnels. * Approximately 30 CyberCabs are now stationed in Las Vegas. **11. Other Notes:** * Devin Olson still reports some FSD parking issues, even with version 14.3.8. * A dedicated video on "Starbase, Louisiana," involving a deep dive and numbers, is being prepared for upload soon. **12. Market Data:** * Tesla stock closed at $345.82, down 1.26%. * SpaceX closed at $139.63, up 1.22%. * The NDX (Nasdaq 100) was up 0.05%.