Tesla FSD vs. Waymo, Ford Raises Prices 4x on Blue Cruise, Toyota Continues Toyota-ing

Hey everybody Rob Maurer here and today we are talking about a really nice video comparison that has been made between FSD, Beta and Waymo. We've also got some interesting pricing updates on Ford's driver assist product Blue Cruise and updates from Toyota continuing to do Toyota things as well as a few other stories as well.

大家好，我是罗布·莫雷尔，今天我们要谈论一些有关FSD Beta和Waymo的优秀视频对比；此外，还有一些有趣的消息，关于福特的驾驶助理产品“蓝色巡航”以及关于丰田新闻的更新，还有其他一些故事。

Alright looking at the stock Tesla today with a nice day up 1 and 3.4% to close at $176.89 cents. Not a huge performance over performance of the NASDAQ which was up 1 and a half percent, but really turning into a pretty nice week here for Tesla. Sorry if you hear some sirens in the background.

今天看着特斯拉的股票，涨了1和3.4%最终收盘在176.89美分。虽然表现不如纳斯达克指数上涨1.5%，但对于特斯拉来说，这是一个非常不错的一周。如果你听到一些警笛声，很抱歉。

But getting into the first story today there's a new video comparison between FSD Beta and Waymo. This is down in Arizona as we had talked about I think last week or two weeks ago Waymo recently expanded their coverage area in Arizona so they've got a much broader coverage base. So this test was kind of meant to compare how FSD Beta is performing in that new coverage zone versus Waymo.

今天我们来看第一个故事，有一份新的视频比较了FSD Beta和Waymo。这次测试是在亚利桑那州进行的，我们上一周或两周前谈过，Waymo最近扩大了他们在亚利桑那州的覆盖面积，因此他们的覆盖面积更广。所以这项测试的目的是比较FSD Beta在新的覆盖区域中的表现和Waymo。

So really well done video I'll link to this down in description but I think it's really interesting to just watch the comparison as it unfolds. Here we can kind of see just a snippet of Tesla in terms of different route planning and things like that versus the route that Waymo took.

这个视频做得非常出色，我会在说明中放链接。但我认为观察这种比较非常有趣。我们可以看到特斯拉的路径规划与 Waymo 采取的路径相比的一小部分。

Waymo right now is not going on highways. So any long trips like from Phoenix to I think they went to down to around Chandler area here is going to be significantly long period of time for a Waymo vehicle versus Tesla. Obviously is willing and able to take those highways.

Waymo现在不会上高速公路。因此，对于像从凤凰城到这里附近的钱德勒地区这样的长途旅行，Waymo车辆所需的时间将比特斯拉长得多。显然，特斯拉愿意并能够上高速公路。

So before we even talk about more of the comparison details it is important to note that obviously was something like this with any autonomous vehicle or semi autonomous vehicle safety is going to be priority one and a head to head test like this in one instance isn't going to give you a great gauge of how safe the systems are if both complete successfully that's great but obviously you need to prove that track record over time.

在我们讨论更多比较细节前，首先需要注意的是，任何自主车辆或半自主车辆的安全性肯定是一号优先考虑的事情。像这样进行一次头对头测试仅仅是一时的不二选择，无法全面评估这些系统的安全性。如果两个系统都能成功完成，那是很好的，但是显然需要证明长时间的安全记录。

So while this is very interesting it should go without saying that that is priority one in terms of autonomy and this is not meant to really compare that. So that being said you can see here just kind of a quick little map update of where Waymo was at when Tesla was nearly completing the trip and if we look at towards the end of the trip we can see that the total time for this trip which was about 21 miles was 26 minutes 30 seconds for the Tesla on FSD beta with zero interventions by the way and 54 minutes and 42 seconds for the waymo want. So less than half the time for Tesla to complete this journey again 21 miles because obviously taking the highways.

虽然这很有趣，但不应该忽视自主性的首要性，所以这并不是要比较两者的能力。话虽如此，我们可以看到这里的一张快速地图更新，展示了当特斯拉即将完成行程时Waymo的位置。如果我们看向行程的末尾，我们可以看到这次21英里的旅程，特斯拉使用FSD Beta，没有进行任何干预，总共用时26分钟30秒。相比之下，Waymo车用了54分42秒，是特斯拉所用时间的不到一半，因为特斯拉选择了高速公路。

So it shows some of the operational driving domain limitations that Waymo's got on right now. So albeit it is performing you know without a driver versus having a safety driver so it's a stark contrast there. It shows just some of the different capabilities of the system that that Tesla is working towards right now. So not only is this something that is potentially a lot faster in terms of the route that Tesla is doing something that is more scalable and then obviously cost I mean if you just look at these two vehicles you can tell pretty quickly which one is going to cost significantly less.

这表明了Waymo目前的一些运行驾驶领域的限制。尽管它正在没有驾驶员的情况下执行，而不是有安全驾驶员，所以这是一个鲜明的对比。它展示了特斯拉目前正在努力实现的系统的一些不同功能。因此，特斯拉正在做的不仅仅是潜在地更快，在可扩展性上也更多，而且很明显成本更低。如果你只看这两辆车，你可以很快地看出哪辆车的成本会显着降低。

So I think it kind of highlights how Tesla strategy is like obviously you've got the safety driver there right now but as Tesla is able to continue to improve performance continue to improve reliability it's going to show you know that this sort of strategy that Waymo was pursuing unless they somehow continue or somehow make more rapid progress on they've been making so far is just not going to be necessarily very competitive with what Tesla is doing where it's cheaper potentially faster and things like that.

我认为这突显出特斯拉的战略，尽管现在你有一个安全司机，但当特斯拉能够不断改进性能与可靠性时，它将表明，Waymo正在追求的这种策略，除非他们能够继续或更快地取得进步，否则可能与特斯拉正在做的事情不具有竞争力，因为特斯拉更便宜，可能更快等。

So interesting to see that in terms of the cost this did cost $44 $43.45 for Waymo to complete this again 21 mile trip which if you think about an eventual Tesla Robotaxi you probably be looking at costs somewhere in the ballpark of maybe half of that and potentially even lower even with Tesla earning pretty significant healthy margins on something like that.

看到这个很有趣，要知道这次Waymo完成了21英里的行程，成本为44美元和43.45美元。如果你考虑到未来的特斯拉Robotaxi的成本，可能会低至其一半甚至更低，尽管特斯拉在这样的事情上获得了相当可观的利润。

So again I would recommend watching this video because it's fun to see this comparison I think it was well put together but at the same time for what it's worth you know take it for what it's worth rather because it is just a one isolated test case and obviously if you ran this 100 times over over over and over you probably end up with at least a couple of interventions from Tesla with the current FSD beta but still interesting to see nonetheless.

所以我想再次推荐观看这个视频，因为它很有趣，可以看到这种比较。我认为这个视频很好地呈现了它，但同时也要明白它只是一个孤立的测试案例，它的价值有限。显然，如果你进行100次测试，可能会至少有几次有特斯拉的干预，即使使用当前的FSD测试版，但仍然有趣可看。

Elon today also complimented Tesla's AI team Jack Cook posted a video of his some of the problems he's had with FSD beta 11.4.1 slowing down a little bit for oncoming traffic. So Elon I like that tweet obviously something that they're working on getting resolved and saying that Tesla AI software team is truly exceptional and I never give false praise.

今天，伊隆也称赞了特斯拉的人工智能团队Jack Cook发布了一段视频，介绍了他在使用FSD beta 11.4.1时遇到的一些问题，即在对向交通时速度稍微降低了一点。 伊隆对这条推文表示赞赏，显然他们正在努力解决这个问题，并表示特斯拉的AI软件团队真的很优秀，他从不虚假地表扬。

So I think caring for what we heard at the shareholder meeting Elon's feeling very confident about where things are at and more importantly probably the rate of progress on FSD beta right now and I think that's you know really starting to show through despite some of the challenges that are still left with the system.

我认为我们需要关注在股东大会上听到的内容，埃隆对公司现状非常有信心，而且更重要的是，现在全自动驾驶测试版的进展速度可能让他感到很自信，尽管该系统仍然存在一些挑战，但这种信心正在逐渐展现出来。

Alright so moving on from Tesla and their autonomous driving moving to Ford here which is pretty interesting they have updated their pricing on their blue crews hands free driver assistance system. So originally they introduced pricing on this option at $600 per year or rather $600 for a three year period.

好的，现在放弃特斯拉自动驾驶的话题，转而谈论福特。这里很有趣，因为他们在自动辅助驾驶系统的“蓝色船员”（即 BlueCruise）上更新了价格。最初，他们将此选项的价格定为每年 600 美元，或者 3 年期间 600 美元。

They were now raising that price to four new orders $2100 over three year period and four vehicles that are past that point of renewal for that three years. The price is going to be increasing to $800 per year or $75 per month a little bit more expensive on a monthly basis if you choose that option.

他们现在正在将这个价格提高到四个新订单的三年内超过2100美元，并且是那三年内需要更新的四个车辆。价格将会增加到每年800美元或每月75美元，如果您选择这个选项，每月会稍微贵一点。

So on an annual basis Ford is basically for Xing or quadrupling the cost of the system which not that this is probably a major driving decision for people that decided to purchase Mustang Mach ease but I mean that's got to be a little bit disappointing for someone that you know has that vehicle has that option and then all of a sudden that same functionality the next day that you've already gotten your vehicle is four times more expensive.

所以就年度计算而言，福特基本上是将系统的成本增加了四倍，这可能不是购买野马Mach ease的人作出的主要驱动决策，但我的意思是，这对于某些人可能会有点失望，因为你知道，他们购买了这辆车，选择了这个选项，然后突然间，你已经购买了你的车，但同样的功能在第二天就变得贵了四倍。

So customers here obviously not reacting you know it's a price increase they're never going to be happy about that but customers here talking about how that feels misleading say that when they were buying the Machi back in 2021 they were told that this would continue to be sort of like $600 for three years.

顾客显然对此并没有反应，他们不会对涨价感到高兴，但这里的顾客谈论的是这种感觉是误导的，因为当他们在2021年购买Machi时，告诉他们这将在未来三年仍以600美元的价格销售。

Ford never officially said that at the time I don't think I'm followed that as closely. So it's tough to know you know exactly how much how widespread the misleading comments here would have been maybe that's just a dealer saying something like that but obviously it's interesting to see and puts some pressure on customers to you know make such a significant increase in purchasing power or in pricing for a feature like that.

福特从未正式宣布过这一点，我认为我没有那么关注。所以很难知道你知道这种误导性评论在多大程度上是如何普及的，也许只是一个经销商说了这样的话，但显然很有趣并会给客户带来一些压力，让他们考虑是否要花费如此之高的价格来购买这样的功能。

So to be interesting to kind of hear a little bit about take rates as Ford makes this change obviously that's going to drop them pretty significantly and we may see Ford come back and you know change pricing a little bit but I think it also highlights just how impactful autopilot is you know Tesla includes this on base vehicles for no no cost and now if you're looking at you know Ford Mustang Machi is potentially a model Y competitor to get something like blue cruise you're looking at you know $800 per year that adds up that's you know 10 years that's going to be 10 you know $8000 per vehicle and if you're you know looking at Ford's past precedent here there's no guarantee that this isn't going to continue to increase.

说实话，听一些关于采用率的消息还是挺有意思的，因为随着福特做出这种改变，显然将会显著降低它们的采用率，我们可能会看到福特回来，稍微调整一下定价，但我认为这也凸显了自动驾驶的影响力。你知道特斯拉在基础车型上免费附带这项功能，现在要是你想买福特Mustang Machi来与Model Y竞争，在付费使用类似Blue Cruise的功能上，你就要花800美元一年，这会累积起来，说不定未来10年内每辆车就会花费8000美元，而根据福特以往的经验，未来这个价格还有可能上涨。

I think if we listen to Ford comments on their earnings call and things like that over the past you know few quarters they're really excited about software margin and I think they view this as kind of the way forward I think they're looking at that and saying you know we can then sell cars like like Elon was talking about at cost or even at a loss and then potentially recoup a lot of that through software like this which aside from potentially the misleading aspect of it it's an interesting and potentially strong strategy unless you have competitors out there offering something similar for free with autopilot not that it's you know blue cruise and autopilot functional a bit differently but when when that is another option it's just going to be something that you know Tesla is appearing more favorable at in terms of those comparison so obviously the FSD beta comparison could be there in terms of the you know the $200 per month subscription but I think that's significantly highly more functional and right now Tesla's intent isn't really to sell that versus Ford's intent originally seemed to be to kind of get people locked in and then really start to upsell them so it's almost a reverse strategy of what Tesla is doing for Ford and I think initially it's probably going to be a stronger margin move for Ford but that's kind of what we always talk about like Tesla is not really all that concerned with exactly how margins are coming in today because they're really taking all that with a night to the future and thinking about where margins and things are going to go tomorrow which I don't know that Ford is really fully considering with some of the pricing changes here so something that was interesting and it'll be interesting to you know kind of continue to see customer reaction to those moves and hopefully we hear a little bit more about that on Ford's earnings call I'm sure they're going to present it positively but if they share anything more on that we'll see.

我认为如果我们听听福特在过去几个季度中在盈利电话和其他方面的评论，他们对软件利润非常兴奋，我认为他们看到这是未来的发展方向。他们正在考虑这个问题，并且认为通过像这样的软件出售汽车，像埃隆所说的以成本甚至亏损的价格，并且可能通过软件回收大部分成本。尽管可能有疑虑，但这是一种有趣且具有潜力的策略，除非有竞争对手免费提供类似的自动驾驶功能，而且它们的功能与蓝色巡航和自动驾驶不完全相同。当这是另一个选择时，特斯拉显然比较有利。显然FSD Beta订阅服务也可以进行比较，但我认为它的功能远远超过了福特最初的意图，即让人们入门，然后真正开始向他们推销产品。这几乎是特斯拉的反向战略。我认为，对于福特来说，初始时这可能会是一个更有利的利润举措，但这就是我们总是谈论的问题，特斯拉并不真正关心今天的利润率如何，因为他们真正将其与未来联系起来，考虑利润率和未来的发展方向，而我不确定福特是否全面考虑了一些定价变化带来的后果。这很有趣，我们将继续看客户对这些举措的反应，并希望我们能在福特的盈利电话中听到更多相关信息。我相信他们会积极展示，但如果他们分享更多信息，我们会看到。

Alright, next year some interesting proposed legislation here. We've got a senator like Ted Cruz and Ed Markey introducing a bill that would require Tesla to include AM radio functionality in their vehicles. This would legally force them to do that, probably one of the dumbest proposed legislation I've seen, and there are a lot of those. So hopefully, this doesn't make it. It is technically I guess bipartisan; we've talked about Ed Markey a number of times on the podcast; he seems to just always be out to cause some sort of problems for Tesla, whether it's autopilot or now AM radio in the vehicles.

好的，明年有一些有趣的拟议立法。我们有像特德·克鲁兹和埃德·马基这样的参议员提出了一项法案，要求特斯拉在他们的车辆中包含AM广播功能。这将强制他们在法律上这样做。这可能是我见过的最愚蠢的拟议立法之一，而且还有很多其他这样的立法。希望这不会实施。我想，技术上说这算是两党共同的协议；我们在播客中多次谈到过埃德·马基；他似乎总是想给特斯拉制造一些问题，无论是自动驾驶还是现在在车辆中加入AM广播。

I would say hey, why stop there? Why not just force people to have AM radio in their houses, in their bathrooms because really their argument here is that AM radio is critical for democracy to provide an alternative viewpoint and the ability for elected officials to share efforts with constituents. So I think there are plenty of other avenues for that other than AM radio these days, and I think people that are driving Tesla are probably not solely relying on AM radio as their source of news, and I guess if they are, they obviously get that outside of their vehicle. So this would be pretty wasteful to force automakers to include something like this for obviously the low amount of usage that it would get.

我会说，为什么停留在这里呢？为什么不强制人们在家里、浴室里都要有AM收音机呢？因为他们的论点是AM广播对于提供另一种视角和选举官员与选民共享努力而言至关重要，所以我认为现在有很多其他途径可以实现这一点，而且我想那些开特斯拉的人肯定不会仅仅依赖于AM广播作为他们获取新闻的来源，如果他们确实这样做了，那么显然他们是在车外获取的。因此，强制汽车制造商包括这样的东西显得非常浪费，因为很明显这种功能的使用量是非常低的。

Just kind of an example of really dumb, dumb, dumb things all around, I would say. So hopefully that won't happen. Sort of on that similar note, Texas, I think, is, I'm not sure of the exact status. I think this has not been signed into law, but Texas is introducing a $400 first-year registration fee for EVs and a $200 annual fee, which, if you compare it to sort of the equivalent gasoline tax for a vehicle traveling the average number of miles, it's pretty punitive on EVs.

这个例子真的很愚蠢，各种地方都是，我想说。希望不会再次发生。类似的，德克萨斯州，我不确定确切的情况。我认为这并没有成为法律，但德克萨斯州正在推出一项400美元的电动车首年注册费和每年200美元的费用。相比于燃油税，对于行驶平均里程数的车辆而言，这对电动车来说是相当惩罚性的。

Probably two to three times more expensive than what that gasoline tax might add for road infrastructure purposes on an ice vehicle. So it's disappointing to see on top of a number of disappointing things that we've seen from dealership legislation in Texas, especially when Tesla's got their headquarters there, they're building gig factory Texas there. It would be nice if the state was a little bit more accommodating towards electric vehicles or supporting of electric vehicles just overall disappointing to see.

对于使用汽油车的人而言，电动车上的道路基础设施可能会比汽油税贵两到三倍。因此，在德克萨斯经销商立法中看到这种情况，特斯拉总部就在那里，他们正在那里建造“吉格工厂”，这是令人失望的事情之一。如果该州能更加支持电动汽车，或者对电动汽车更加包容，那就好了。总的来说，这是令人失望的。

But aside from that, one of the reasons I wanted to bring this up to you is that Drew actually commented on this, Drew Baglino, and he had a couple of tweets on it. So he's now verified, he's got the Tesla organization check and seems to be a little bit more active on Twitter, which I think is just a nice thing to see. Separately from this topic on Texas, but he feels the same way that it's overly punitive towards EVs. Alright, next up we talked yesterday about Tesla having reportedly proposed a factory in India, a little bit more news on this today.

除此之外，我想向你提起这件事情的原因之一是Drew实际上对此发表了评论，Drew Baglino，他在Twitter上发了几条推文。他现在已经经过验证，获得了特斯拉组织的认证，并且似乎在Twitter上更加活跃，我认为这是一个很好的事情。尽管这与德克萨斯州的这个话题无关，但他认为对于电动汽车来说是过度惩罚的。好的，接下来我们昨天谈到特斯拉已经提出在印度建厂的报道，今天有一些更多的消息。

Probably just Reuters taking a couple of rumors and turning it into two articles rather than one. But they said that plans to locally manufacture EV batteries are also being discussed in addition to a possible vehicle factory, probably not too surprising on that front. And they did include a quote here from some public policy adviser it based in India, saying, "it appears Tesla has come with a different heart and head this time to take advantage of the auto boom in India". Talks about some of the incentives that India may have and then says, "Tesla can negotiate on things like taxes better if it first sets up a plant". So maybe a different story than what we've heard the last few times with India.

可能只是路透社将一些谣言转化成了两篇文章而非一篇。但是他们表示，除了可能建立一家汽车工厂外，还在讨论本地制造电动汽车电池的计划，这并不太令人惊讶。并且他们还引用了一位来自印度的公共政策顾问的话，说“特斯拉似乎这一次有了不同的意愿和打算，来利用印度汽车市场的繁荣”。文章还提到了印度可能提供的一些激励措施，然后说，“如果特斯拉先建厂，就可以更好地协商税收等事项”。因此，这可能是与印度的先前报道不同的情况。

We kind of talked about that yesterday, but I guess as a sort of aside on this, I don't know that this negotiation tactic would be what I would recommend necessarily. I think once you actually commit and put the factory there, obviously you give up a lot of leverage because you're then making the investments before you necessarily have the term, so I guess if that's the sort of latter part of the statement, I don't know how much credibility I would apply to the former part of it. But again, outside of that, probably not too much in this article that was new from what we'd heard yesterday on Tesla possibly proposing a factory in India.

昨天我们也有谈到过这件事，但我认为这种谈判策略可能不是我推荐的。一旦你真正承诺并建造了工厂，显然你就失去了很多影响力，因为你在具体期限之前就开始投资了。所以我觉得如果后半部分是这个论点，我就不知道前半部分有多少可信度了。但是再次强调，在特斯拉可能提出在印度建造工厂的问题上，这篇文章中几乎没有什么新闻价值。

Alright, next up, we've got an update on Tesla's brand loyalty which a little bit more interesting during this period of time over the last six to nine months or so, where we've had a little bit more political interaction from Elon, and that has put some pressure on some of the surveys that we've seen in terms of brand and things like that around Tesla. But according to Citigroup, they published a note today, and it talks about brand loyalty, and they say that Tesla is still holding a 67% brand loyalty rate as opposed to 46% for other luxury brands.

接下来，我们有关于特斯拉品牌忠诚度的更新，这在过去六到九个月的时期中有点更加有趣，因为埃隆在政治上更多地进行了互动，这给我们看到了有关特斯拉品牌和其他方面的一些调查施加了一定的压力。但根据花旗银行的一篇论文，他们今天发布了一份记录，谈到了品牌忠诚度，他们说特斯拉的品牌忠诚度依然保持在67%左右，而其他豪华品牌为46%。

So obviously, a huge advantage there for Tesla, and they say that just as impressive Tesla's brand loyalty is actually trended somewhat higher in recent years after briefly dipping in 2021, they say likely unsupply constraints not sure what would cause that, but interesting. to see that despite all the turmoil around Tesla's brand recently brand loyalty still remaining high so I think that's a positive to see and city agreed they say that the resilience that they've seen to date is impressive so wanted to pass that note along as I know that's been a hot topic of course the last few months.

显然，这是特斯拉的巨大优势，他们表示，特斯拉的品牌忠诚度在近年来略有提高，尽管在2021年短暂下降，但仍然非常值得称赞。他们说可能是由于供应限制问题导致的，虽然近期特斯拉品牌周围有许多动荡，但品牌忠诚度仍然保持高水平，我认为这是一个积极的信号。城市也认同这一点，他们表示迄今为止看到的韧性令人印象深刻，所以我想传递这个信息，因为我知道这是过去几个月中一个热门的话题。

Right next just a couple of quick updates on some potentially new products for Tesla we heard Elon talk about the roads are a bit at the shareholder meeting so hopefully we're not too far out from production but I think take that those comments with the grain of salt anyway Remock has been working with the Navara on setting a number of records I think they sent 20 different records recently with this vehicle but one of those was a zero to 60 time of 1.74 seconds and Tesla economics here asking if the roads for might beat that and Elon just replying with LOL so that would seem to imply yes that the roadster would perform better than that probably would probably would be requiring the space acts package that you'll on seem to reiterate is coming at share at the shareholder meeting but you know kind of a not the fun teaser there for the roadster the cyber quad also vehicle that we don't have it her quite as much about we had the you know Tesla ATV for kids the cyber quad for kids Tesla has refiled the trademark for cyber quad according to electric here so looks like that happened last week they had filed this previously it had lapsed because they hadn't put it into commercial use but it looks like they've you know refiled that trademark so at least at the time being they may intend to still use that they could also just be filing a trademark sort of as a placeholder if they do end up changing you know the name or or not ending up pursuing it still probably good to sort of have since they have obviously talked about it.

接下来，对于特斯拉潜在新产品的一些简短更新。我们听到了Elon在股东会上谈到道路状况，因此希望我们离生产不会太远，但我认为这些评论应该还要保留一些观望态度。Remock一直在与Navara合作创造记录，最近他们用这款车创造了20项不同的记录，其中之一是零到60的时间为1.74秒。特斯拉的经济学家问道，Roadster 是否能够超越这个记录，而Elon的回答是“LOL”，这似乎意味着Roadster的表现将会更好，但可能需要Space X 包，这也是股东会上Elon再次强调的。此外还有一个我们听说不太多的车辆，就是Cyber Quad，像特斯拉儿童电动四轮ATV一样，它是为儿童设计的，特斯拉最近重新申请了Cyber Quad的商标，看起来像是上周刚刚申请。他们之前申请过，但是因为没有商业用途而失效了，现在重新申请了这个商标，可能是因为他们仍然打算使用这个名称。当然，如果他们最终决定更换名称或者不再追求这个项目，重新申请商标也是一个好的占位办法，因为他们显然已经谈论过这个项目了。

All right last few things here we've got an update from Toyota not really an update more of just a continuance of what they have said for a long time now on electric vehicles so you can see the headline here from Bloomberg top Toyota scientists as world blacks the resources to go all EV if we look at the actual quote it's not quite as as bad as that headline implies says eventually resource limitations will end but for many years we will not have enough battery material and renewable recharging resources for a be only solution so if you take this quote in isolation it's kind of like obvious right I don't think anyone feels any differently no one is making the argument that we've got all these resources and capability to suddenly go 100% electric vehicle no one thinks that no one's making this argument so it's kind of a straw man but I think what the problem is is that Toyota kind of keeps pushing this right they want to keep this top of mind keep giving people a reason to support Toyota's lack of progress in electric vehicles and sort of you know continue to pretend that that is okay and and totally good for both the environment and for the business and for some short period of time at least for the business maybe that is the case but I think what Toyota maybe isn't failing to see but at least failing to acknowledge when they talk about things like this is that it's about putting the roots in and moving in the right direction from that again no one is saying that we're ready for 100% BEVs but the businesses that are working towards that working to develop the solutions for these resource limitations those are going to be the leaders and Toyota is just not doing that so I think that's the criticism for Toyota rather than anyone trying to say that you know we're ready today to go fully EV so again Toyota just kind of you know trying to spread that sort of a message that hey hybrids are great and we should just be doing that so more Toyota just Toyota I guess.

好的，最后我们从丰田获得了一些更新，不算是真正的更新，只是他们长期以来一直在强调的关于电动汽车的观点。你可以看到这里的标题来自彭博社，说丰田的顶尖科学家表示，由于全球物资有限，无法实现全面电动化。但是，如果我们看实际的言论，情况并没有标题中那么严重。他说，资源的限制最终将会结束，但在很多年里，我们还没有足够的电池材料和可再生能源充电资源，以实现完全电动化的解决方案。如果将这个说法独立看待，这似乎是显而易见的，没有人会持有不同的看法。没有人认为我们拥有所有这些资源和能力，可以突然实现100%的电动汽车。所以这似乎是一个“草人”论点。但是我认为问题在于丰田一直在强调这个观点。他们想让人们始终将这个观点放在心中，找到支持丰田在电动汽车领域缺乏进展的理由，同时继续假装这对环境、对业务都是完全可行的。至少在短期内，也许对于业务来说，这是合理的。但我认为丰田可能没有意识到的是，在这种情况下，关键在于要开展工作，朝着正确的方向迈出第一步。没有人说我们准备好了全面实现电动化，但那些致力于研发解决这些资源限制的企业，将成为领先者，而丰田并没有做到这一点。所以，这是对丰田的批评，而不是有人试图说我们已经可以全面实现电动汽车了。再次强调，丰田只是试图传递这样一个信息，即沃特哈德混合动力汽车很棒，我们应该一直使用混合动力汽车。

All right last last item here Elon the Elon Musk biography by Walter Isaacson he's been following Elon around for the last couple of years sounds like it's ready so the publishing date has been set for September 12th this year the length of this book is going to be 688 pages so this is obviously been a very interesting period for this biography to be information so I'm looking forward to reading that and excited that we've got a date for that to come out I hope there's a sequel eventually because I don't think the story is fully told once this is published I think there's going to still be a lot going on but I am excited to read that so I wanted to let people know that that is on the horizon.

好的，最后一个项目是Walter Isaacson所写的Elon Musk传记。他在过去几年里一直跟随着埃隆的足迹，听起来这本书已经准备好了，出版日期定于今年9月12日。这本书的页数将会有688页，显然这是一个非常有趣的时期这本传记得到的信息非常丰富。我很期待去阅读它，并且很高兴我们能够有一个出版日期。我希望最终能够有一个续集，因为我认为这个故事还没有完全讲述完，一旦出版，还会发生很多事情。但我很兴奋能够去阅读它，所以我想告诉大家这是在即将到来的。

And then just again sort of continuing forward our conversation from yesterday on you know Elon's comments on offer me money offer me power I don't care whatever however you phrase the quote he did can see the little bit today on some part of that saying in fairness I must concede that there's been a good point made I will endeavor to me more thoughtful in the future talking about comments on George Schoer Sauros again which I'm not sure why this is become such a hot topic but you know the the point being that Elon at least saying he will try to be a little bit more thoughtful in terms of probably how he's communicating things in the future.

然后，就是继续昨天我们的对话，关于埃隆的评论：“给我钱给我权力我不在乎，无论你怎么说”的内容。在今天的谈话中，他也提到了一些关于George Schoer Sauros的评论，并表示“公正地说，有些很好的观点被提出来了，我将努力考虑更多，将来在沟通方面保持思考”。我不确定为什么这种话题变得如此热门，但至少埃隆表示他将在未来尝试更加思考他的沟通方式。

It's not that he's really backing down from his comments but a little bit more on just how maybe they were expressed which I think is most often what creates problems what becomes problematic is more how it's expressed and we've talked about that before about you know Elon interviews those problems come up a lot less frequently than they seem to with short posts on Twitter.

他并不是真的要撤回他的评论，而是想更详细地说明他的评论可能是怎么表达的，我认为这通常是引起问题的原因。问题在于表达方式，我们之前就谈过，比如埃隆·马斯克的采访，这些问题并不像在推特上发短文时那么频繁出现。

All right so that's where we're wrapping up for today as always thank you for listening make sure you're subscribed and signed up for notifications you can also find me on Twitter at Tessel podcast and we'll see you tomorrow for the Friday May 19th episode Tessel Daily thank you.

好的，今天的节目就到这里。感谢大家一如既往的收听，记得订阅并开启通知。你也可以在Twitter上找到我，用户名为“Tessel podcast”，我们明天见，那时是5月19日星期五，谢谢。