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Tesla & Ford Just Announced Massive Partnership, Cybertruck Interior Leak, Hardware 4 Rollout

发布时间 2023-05-25 23:12:09    来源

摘要

➤ Jim Farley and Elon Musk announce major partnership between Ford and Tesla ➤ FSD Hardware 4 starts to roll out to more vehicles ➤ FSD Beta appears internationally ➤ Cybertruck interior photo ➤ Model Y reportedly becomes best-selling car in the world ➤ Report on leaked Tesla safety data ➤ Giga Berlin update ➤ Neuralink receives approval for human trials 0:00 Intro / TSLA 0:40 Tesla / Ford announcement 6:45 Hardware 4 8:03 FSD Beta testing 9:04 Cybertruck interior 10:57 Model Y best-selling car 12:48 Tesla data leak 17:36 Giga Berlin update 18:04 Neuralink Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives

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Hey everybody, Rob Maurer here and wow, today turned into a pretty significant news day. We have a massive announcement from Ford and from Tesla this afternoon. I will talk about that partnership that is forming. We've also got updates on hardware for a report over in Germany about some data protection issues for Tesla and a few other things that are a little bit more exciting than that to talk about. So, pretty big news day today.
大家好,我是罗布·莫尔,今天是个重要的新闻日。本日下午,福特汽车和特斯拉都发布了重大公告,我将谈论他们正在形成的合作伙伴关系。此外,我们还将提供德国报告中有关特斯拉数据保护问题的硬件更新情况以及一些更加令人兴奋的新闻。今天是一个相当重要的新闻日。

We'll start off with the stock. Tesla up about 9.10 to a percent to close to $184.47 underperforming the NASDAQ pretty significantly, which was up 1.7 percent on the day today. Tesla not doing much in the after hour session despite this announcement that we'll talk about with Ford and Tesla, only up about 2 cents of a percent in after hours right now.
我们首先来看股票。特斯拉的股票上涨约9.1%,收于接近184.47美元,但表现明显不及纳斯达克指数,后者今日上涨了1.7%。尽管有关福特和特斯拉的公告,但在盘后交易中,特斯拉的表现并不出色,目前只上涨了约0.02%。

So, let's get right into this. A little bit to go. Ford and Tesla via Jim Farley and Elon Musk held a Twitter space to make this announcement that we see from Ford here. And that is that Ford customers are going to access Tesla's entire Supercharger network in North America at least they say 12,000 Tesla Superchargers in North America beginning in early 2024.
所以,让我们直接进入主题。还有一点要说。福特和特斯拉通过吉姆·法利和埃隆·马斯克举行了一个Twitter空间,宣布了我们在福特公司看到的消息。这个消息就是,福特的客户将可以在北美地区使用特斯拉的整个超级充电网络,至少他们说在北美将有12000个特斯拉超级充电站,从2024年初开始。

So, that should be most of Tesla's network in North America, maybe not 100 percent, but a very high percentage if not 100 percent. And then probably just as significantly, Ford also announced that they will be offering the North American charging standard connector built in. So, this is the Supercharger plug, which we can see here.
那么,这应该是特斯拉在北美大部分充电网络的覆盖,也许不是 100%,但很高的百分比,如果不是 100% 的话。而且同样重要的是,福特也宣布将内置北美充电标准连接器。因此,这就是我们在这里看到的 Supercharger 插头。

This ECS obviously a lot smaller, a lot easier to wield and just hopefully a better system overall for charging EVs in North America. We talked about this news, I think back at the end of last year, that Tesla was going to be open sourcing this so that any automakers could be using this.
这种ECS明显更小,更容易使用,希望在北美为充电电动汽车提供更好的系统。我们在去年底就谈论了这个新闻,特斯拉将会开源这个系统,让任何汽车制造商都能采用。

Whether any would adopt that was an open question, but we now have Ford saying that they are going to be using that beginning in about a year and a half. So really, really exciting to see that major announcement here. The other thing that isn't covered in this press release that they did talk about on the Twitter space is that Tesla is going to be giving Ford access to the API to integrate basically what we see in the Tesla app with Supercharging into Ford's app as well.
是否有公司会采用这项技术是一个未知数,但现在福特公司表示他们将在一年半左右开始使用这项技术,这真的非常令人激动。此外,在这份新闻稿中未提及的是,他们在推特空间上谈到特斯拉将会向福特公司提供API接口,将特斯拉应用程序中的超级充电功能整合到福特公司的应用程序中。

So they should have a very native experience when using Tesla Superchargers because of that API access and because of the Tesla, what used to be the Tesla proprietary connector now the North American charging standard connector being used. So it's difficult to understate the size of this partnership. Hopefully, this leads to other automakers adopting this as well.
因此,由于获得API访问权限以及使用特斯拉以前专有的连接器(现在被北美充电标准连接器取代),他们在使用特斯拉超级充电器时应该有非常本地的体验。因此,很难低估这种合作的规模。希望这能促使其他汽车制造商也采用这种技术。

Elon did sort of hint on the call a little bit to that saying we're making this partnership with Ford and he said and perhaps others. So obviously I'm sure there are other conversations being had before the first one to jump on this partnership. So it's incredibly interesting.
伊隆在电话中略微暗示说,我们正在与福特进行合作,并可能与其他公司合作。所以显然,在第一个选择合作伙伴之前,可能还有其他谈话正在进行中。这非常有趣。

Obviously for Ford, this is a massive benefit for them to for their charging network should add cost reductions just with a hopefully simpler to manufacture charging system here and just allowing them to integrate with Tesla and get some help with Tesla on this.
显然,这对于福特来说是一个巨大的好处,因为他们的充电网络应该会带来成本降低,只需使用希望更容易制造的充电系统,同时允许他们与特斯拉集成并获得一些特斯拉的帮助。

I think will be beneficial for them as well. It sounded like from the conversation with Jim and Elon that there might even be further partnerships in the works down the line. They talked a little bit about software and Elon said you know anything that we can help with on software we're happy to do.
我认为这对他们也会有好处。从我和吉姆、伊隆的对话中可以听出,未来可能会有更多的合作。他们谈到了软件,并且伊隆说,你知道的,在软件方面我们能帮上忙的话我们很乐意去做。

So it's incredibly interesting to see this and what I think this does is establish Tesla as sort of the you know the infrastructure provider and we've already seen that's how that's benefited Tesla over the years and so far. But if this now expands which were in the very early stages of seeing with third party super charging access and now even with the you know sort of dedicated charging connector being adopted.
看到这一点真的非常有趣,我认为这将确立特斯拉作为基础设施提供商,我们已经看到这对特斯拉在过去和目前的优势。但如果这现在扩大了,我们正在早期看到第三方超级充电访问,现在甚至采用了专用充电连接器。

I think it really puts Tesla in that leadership position and puts pressure on others to then adopt this which you know strengthens Tesla's sort of foothold in that space. Obviously, we've seen efforts from companies like Electrofie America to make headway in the infrastructure department but really no one is coming close to the experience or the coverage of Tesla right now.
我认为这真的把特斯拉置于领导地位,并让其他公司承受压力去采用这种技术,从而巩固特斯拉在这个领域的立足点。显然,我们看到公司像电纺美国正在努力在基础设施部门打开局面,但现在没有人能接近特斯拉的经验或覆盖面。

So you know the benefit to Ford is very clear. Elon talked about the benefit to electric vehicles this should help with accelerating the advent of sustainable transportation helping Ford sell their EVs that they're going to be producing. The benefit to Tesla is a little bit less clear and that was not covered on the call.
你知道对于福特来说,益处非常明显。埃隆谈到了电动汽车的好处,这将有助于加速可持续交通的到来,帮助福特销售他们即将生产的电动汽车。而特斯拉的好处就没有那么清晰了,这在电话交流中没有涉及。

I did request to ask a question about that. I think it was a little bit late in making that request they were kind of wrapping up the Twitter space but the question that I would have had is you know benefits to Ford's clear for EVs it's clear. Aside from advancing Tesla's mission is there any benefit here to Tesla other than just sort of you know making making headway in terms of making this the actual standard in North America is for going to contribute to further build out of the supercharger network is there going to be some sort of payment from Ford to allow Tesla to do that or to make up for the infrastructure that is being provided or is Tesla going to just leverage the infrastructure and attempt to earn profit off of you know marginal use of the network. I think there's a lot of different ways that could be structured probably some combination of all those things really some of those things but right now that's a little bit unclear and going back to the stock I think until some of those things are maybe a little bit clarified probably not going to see some huge reaction this is going to be I think largely you know overlooked despite how massive of a deal this is. So definitely curious to hear people's thoughts let me know in the chat let me know in the comments today but again it's hard to overstate you know how impactful this is going to be and I think it's something that you know people are going to look back on and view this as kind of an inflection point for really the whole EV industry in North America and perhaps beyond that because it's going to put again pressure on other automakers whether those are domestic players like GM or foreign importers or foreign brands that are manufacturing in the US there's going to be pressure on them to adopt this as well to get access to the charging network which you know is it's going to be a pretty clear differentiator for both Ford and for Tesla so obviously between Ford and Tesla we can Tesla's mode a little bit and that's where I do hope that there's you know some benefit other than just kind of advancing Tesla's foothold as the infrastructure provider.
我提出了一个问题请求,我认为请求有点晚了,因为他们正在结束Twitter空间,但我有一个问题,除了推进特斯拉的使命,Ford的电动汽车(EVs)有什么好处?当然,它将成为北美的实际标准,但Tesla除了在网络建设方面取得进展之外,还有其他好处吗?例如,它是否将有利于进一步建设超级充电网络?Ford是否会支付一些款项来允许Tesla这样做,或者弥补提供的基础设施成本,还是Tesla只会利用这些基础设施,并试图从边缘使用网络中获利?我想有很多不同的方式可以设计这些事情,可能真的是以上所有的事情的组合,但现在还有点不清楚,回到股票,我认为在一些事情被澄清之前,可能不会看到一些巨大的反应,这可能会被忽视,尽管这是一个多么巨大的交易。因此,我非常想知道人们的想法,今天在聊天中让我知道,在评论中让我知道,但是再说一遍,很难言过其实,你知道它将会对整个北美乃至无限的电动汽车产业产生多大影响,因为它会给其他汽车制造商施加压力,无论是国内的GM还是进口的外国品牌,在美国制造的汽车,他们也会承受同样的压力,以便获得使用充电网络的权利,而这对于Ford和Tesla来说都是一个很明显的差异化因素。所以显然,在Ford和Tesla之间,我们可以看到Tesla的一点变化,这就是我希望有一些好处的地方,而不仅仅是推进Tesla作为基础设施提供商的立足点。

That being said though you know obviously there's a lot of value to being that most people view Tesla as a car company most Tesla bulls understand why that's not really the case and hopefully over time this sort of you know brings that idea a little bit more to the forefront. So a lot to discuss on that I think again let me know in the comments what your thoughts are and I'm sure we'll come back to this topic many times in the future.
话虽如此,显然作为一家汽车公司,大多数人认为特斯拉有很高的价值,不过多数特斯拉支持者知道这并不完全正确,希望随着时间的推移,这种想法能更加引人注目。关于这个话题有很多讨论的地方,我想请在评论区告诉我您的想法,我相信我们未来还会反复讨论这个话题。

Alright, some other exciting news today. It looks like the Model Y is now starting to ship with some hardware for components like we've seen in the Model S and Model X for the last couple of months. A few months here, so not a Tesla app seeing some allusion to that in the source code for the inventory vehicles that are posted on Tesla's website. Then, from black model 3 on Twitter, we're seeing him spot at – not sure if this was at Fremont to where this exactly was – but seeing some hardware for signs show up on Model Y vehicles. And then, kilowatts also seeing the same, so it looks like we've got pretty strong confirmation of this starting to be the case now. Not all the Model Ys that they were seeing had hardware for, so you know it's probably in the process of being rolled out right now. But exciting to see that after we've seen it now with the S and the X, and obviously Tesla not giving much attention to this as probably that transition happens. Once that's more complete, hopefully, we hear a little bit more from Tesla on, you know, the advantages of that. And there's still the possibility that, you know, potentially more sensors in terms of cameras could be added later on down the line. We've heard sort of mixed rumors on that. So nonetheless, exciting to see continued rollouts of hardware for.
今天还有一些令人兴奋的消息。看起来Model Y现在开始运送一些在过去几个月中我们在Model S和Model X中看到的元件硬件。几个月前,特斯拉的网站库存车源代码中已经看到一些迹象,因此Tesla应该看到了这些。然后,从Twitter上看到的黑色Model 3,我们看到他看见了——不确定这是在弗里蒙特?——一些标志硬件在Model Y车辆上出现。然后,千瓦的人也看到了同样的情况,所以看起来我们现在有了相当强的证实。他们看到的并不是所有的Model Y都具有硬件,所以你知道它现在可能正在推出的过程中。但是在我们现在已经看到了S和X之后,看到这一点令人兴奋,而特斯拉显然不会给予太多关注,因为这可能是一个过渡。一旦这个过渡更加完整,希望我们能从特斯拉那里听到更多关于其优势方面的消息。还有可能在未来加入更多的传感器,如摄像头等。我们听到了一些关于这些方面的混合传言。尽管如此,看到硬件继续推出仍然令人兴奋。

As for FSD beta, that has continued to roll out like we had talked about yesterday, but kind of interesting some sightings in some other countries outside of the US. So version 11.3.6, it looks like that has been accessed on a couple of vehicles in Canada, a couple of vehicles in Germany, also Australia, and then one in Belgium. So according to Tesla scope, state of here, it looks like maybe these are, you know, Tesla test vehicles that have installed this version, where Tesla is now testing this out in broader geographies. Particularly Australia is interesting. I think we've heard previously that they're, you know, then some testing vehicles doing this in Europe, but to my recollection, this is the first time we've heard this for Australia, which is obviously, as long as my recollection is not failing me here, I believe right-hand drive and obviously it would present a different challenge for, you know, sort of the FSD coding system. So it'll be interesting to hear, not that we'll probably hear a ton on that, but at least interesting to see that that sort of testing is underway.
关于FSD beta,它一直在像我们昨天所说的那样继续推出,但是有一些有趣的发现出现在美国以外的一些国家。因此,似乎加拿大、德国、澳大利亚和比利时的几辆车都使用了11.3.6版本。根据特斯拉Scope网站,这些可能是特斯拉的测试车辆,其安装了这个版本,特斯拉正在在更广泛的地理区域进行测试。特别是澳大利亚,非常有趣。我想我们之前听说过他们在欧洲使用一些测试车辆,但据我记忆,这是我们第一次听到澳大利亚这方面的消息,显然,它是右驾驶,这对FSD编码系统可能会产生不同的挑战。因此,能听到这份报告还是很有趣的,尽管我们可能不会听到更多相关信息,但至少能看到这种测试正在进行。

Alright, next up here, this picture showed up on Twitter. I'm not sure if this is the original source from YYDS here on Twitter, but a photo of the interior of the Cybertruck just kind of out of nowhere. It looks like this happened at the shareholder meeting based on the setup in the background, which I would also draw attention to just the fact this is, you can very clearly see a lot of lens distortion here. So we talk about this for exterior shots a lot, but this is probably a wide-angle photo here. So just keep that in mind when you're looking at things like the dash and sort of the perspective that's going to throw things off pretty significantly, which again, hopefully, that stuff all makes clear, but I think is a good reminder. If we just look at some of the details here, obviously we had previously known about sort of the I don't know, hexagonal wheel here, sort of the Cybertruck aesthetic, a little bit more angular. Looks like there are no stocks, so I think that's going to be disappointing to some people. Looks like it's the touch button for the blinkers for the turn signals. And another kind of interesting detail, obviously no bench seat here. I'm still wondering if that might be an option at some point, but the center console sort of having the aesthetic of the tunnel cover. With the sort of cover on the center console here, so kind of interesting to see that. I'm not sure outside of those things there's too much to see. I mean, you can see sort of the pillars here, you can see what the dash looks like. There's no guarantee that this will be the final interior, though, you know, Tesla could be, as as. we've seen them do make many iterations and could still be finalizing things like that but probably gives us a pretty good glimpse at what the the first version is going to look like so cool to see that if you do see any other details in there let me know you know what you're noticing obviously the display here from what I can tell again perspective a little bit weird but I think this would be potentially even a little bit larger display than what we see in the S and the X
下一张图片出现在推特上,不确定这是否是推特上YYDS的原始来源,但突然间出现了Cybertruck内饰的照片。从背景的设置来看,这似乎是在股东大会上发生的,我也想指出的是,你可以清楚地看到很多的镜头扭曲。所以我们在谈论外部拍摄时会经常提到这个问题,但这可能是一张广角照片。所以当你看车内部分和视角时要记住这一点,因为它会相当大地影响到你的观察,希望这些都很清晰,但我认为这是一个很好的提醒。如果我们仔细看一下这里的一些细节,很明显我们之前已经知道Cybertruck有六边形轮毂的设计和更多棱角分明的美学设计。看起来没有任何股票,我想这可能会让一些人失望。转向灯的触控按钮比较有趣,显然没有后排座位。我还在想这可能会成为某种选择,但中央控制台有一个桥式盖的美学设计,非常有趣。除了这些,我不确定还有什么可以看到。你可以看到车柱和仪表盘的样子,但并不保证这将是最终的内饰设计。不过如我们所见,特斯拉一直在进行多次迭代,仍然会不断改善内饰设计,但这可能会给我们一个很好的预览第一版会是什么样子,很酷吧。如果你在里面看到其他细节,请告诉我你注意到了什么,从我所看到的显示器来看,虽然视角有点奇怪,但这可能比我们在S和X中看到的显示器甚至还要大一点。

Alright another exciting story for today on top of many other exciting stories apparently according to motor one which is combining up sales data from I think 53 different countries looking at estimates for 31 other countries using J to data they are saying that the model Y in the first quarter was the best selling car in the world so we've heard this in I think it was in Europe the best selling car not vehicle overall in the United States I think last quarter and then I think the top SUV in China was what it was so combining all these things together model Y now taking that top slot sort of a long time coming building up to that sort of this sort of moment which is you know I think it's difficult to just talk enough about this because it's so impressive when you look at the competition at these types of volumes I mean number two is the Toyota Corolla which as the Sarticle points out is available in pretty much every country in the world the price point is what I mean probably about half of what the model Y is and still the model Y is able to out sell a vehicle like that with you know multiple different sort of configurations and trims worldwide and availability in more countries so it's crazy it truly is crazy and Elon Musk anticipated this coming I think this was the year he kind of said that you know by revenue should be the best selling vehicle in 2022 and 2023 perhaps even by unit volume at this point and it looks like Tesla could be on track for that for this year obviously just one quarter an annual basis would be even more impressive but hopefully again this is just the start and we should see model Y with Berlin and Texas ramping up throughout the year continue to have strength throughout the rest of the year so again extremely exciting to see that performance.
今天还有一个令人激动的故事,根据Motor One的报告,它整合了来自53个不同国家的销售数据,并预估了31个国家的数据,他们说在第一季度,Model Y成为全球最畅销的汽车。我们之前在欧洲听到过这样的报道,最畅销的汽车(而不仅是车辆)在上一季度发生在美国,而在中国,Model Y则成为了最畅销的SUV。将这些数据汇集在一起,Model Y现在取得了最佳销售记录,这是一项长期的努力,难以描述这个过程的意义与重要性。当我们观察竞争对手的销售数量时,这尤为令人印象深刻,而排名第二的是可在世界上几乎每个国家都购买到的丰田卡罗拉,价格可能还有Model Y的一半,在全球范围内可用于多种不同的配置和饰面,但Model Y仍能够超过这样的车型。埃隆·马斯克曾预测2022年和2023年Model Y的销售收入将成为畅销车型,甚至可能成为销量最大车型,现在看来特斯拉在今年非常可能实现这个目标,虽然只有一个季度的数据,但在全年数据上更加显著。希望这只是一个好的开端,随着柏林和得克萨斯工厂的逐步开发和增产,Model Y应该会在今年继续强劲表现,再次看到这样的表现真是令人激动。

Alright next thing that got quite a bit of attention today was a report from handles blatt that is talking about some I guess it's a pretty significant amount of data that has been passed to them which apparently is coming from Tesla's internal system. I believe this was passed on by previous employees, is kind of what it sounds like. The report and its entirety is paywalled unfortunately, but if we look at this article from Jolopnik we can see a couple of snippets of this report.
好的,今天受关注的另一件事是《汉德斯布拉特报》的一篇报告,它谈论的是一些关于特斯拉内部系统的数据,据说这些数据是前员工传递给他们的。根据《汉德斯布拉特报》的报告,这些数据相当重要。不幸的是,整篇报告被设置了付费墙,但如果我们看看《Jolopnik》的这篇文章,我们可以看到一些摘录的内容。

So basically, 2300 internal files from Tesla have been passed along the handles blatt. Not sure exactly what the legality of that is, so it's raised a couple of concerns. The first is just on the level of access that whoever distributing is distributing this information had to be able to kind of get this information and pass it along in the first place, that potentially raises some concerns with you know data regulation and things like that with Tesla internally, although I would say if this is an employee that's doing that you know people at some point in the chain are going to have to have access to data so there's there's really only I think so much you can do on that front.
基本上,特斯拉的2300个内部文件被传递到了handles blatt。不确定这是否合法,因此引起了一些关注。首要问题在于分发此信息的人所具有的访问水平,他们如何能够获取此信息并首先传递它,这可能会引发一些关于数据管理等Tesla内部事宜的担忧,虽然我认为如果这是一个员工在做的话,你知道在某个时刻,链中的人会需要访问数据,因此在这方面有限制。

The other concern that I guess the other piece of attention that it's getting is around sort of safety reports relating to Tesla's driver system, whether that's autopilot, automatic emergency breaking, whatever else. From the Jolopnik article here, we can see that apparently the files contain more than you know 2400 reports of self-acceleration, more than 1500 breaking function problems, 139 cases of unintentional emergency breaking, 383 reported van themselves resulting from false collision warnings number of crashes more than a thousand. So you just got kind of a list there of you know potentially issues that have arisen.
我猜另一个备受关注的问题是特斯拉驾驶系统的安全报告,不管是自动驾驶、自动紧急制动还是其他方面。从Jolopnik的文章中我们可以看到,文件中包含了2400多起自动加速、1500多个制动功能问题、139起无意的紧急制动、383个错误的碰撞警告导致的自行减速,还有超过1000起事故。这个列表展示了潜在的问题。

They say in total customers have expressed more than 3000 safety concerns from the entries in these files. Ok, sounds maybe even kind of bad. I don't even think that sounds that bad, but when you bring in the context of this being data from 2015 to March of 2022, seven years of data, and you're talking about about 3 million vehicles over this period of time that Tesla is really sold, 3000 entries is really nothing I think that's you know 0.1%. So if this report was flipped and it was like 99.9% of vehicles have not experienced these issues, I think that would look phenomenal.
据说顾客从这些文件中提出了超过3000个安全问题。好吧,可能听起来有点糟糕。我认为这并不太糟糕,但当你考虑到这是从2015年至2022年3月的七年数据,并且谈论的是在这段时间里特斯拉实际销售的大约300万辆车,3000个条目实际上并不算什么。我认为这大约只占了0.1%。因此,如果这份报告被颠倒过来,就像99.9%的车辆没有遇到这些问题,那将看起来非常出色。

I don't think the expectation from anyone should be or really is that these drivers and systems are perfect and don't result in any issues ever, like that is not the bar that Tesla should be held to, that's not the bar that any other automaker is held to, the overall goal of the system is obviously to incrementally improve safety obviously, in some cases doing that is going to result in you know potentially false positives that then cause an issue, but as you on the set in the past, you know you're you're going to get flack for the one thing that does become an issue and not the 10 things that are not an issue because of this system that no one knows about because it doesn't get reported on because there's no issue in that case, it's it's an issue that is avoided that does not materialize so there's really no way to report on it other than just the overall safety safety statistics that we see from Tesla you know every quarter.
我认为任何人都不应该期望这些驾驶员和系统完美无缺,从来没有任何问题,这不是特斯拉应该奋斗的标准,也不是任何其他汽车制造商应该遵循的标准,该系统的总体目标显然是逐步提高安全性,但在某些情况下,这样做可能会导致虚假阳性,从而引起问题。但是,正如你过去所说的,你会因为一件事情而受到指责,而不是因为十件事情因为这个系统没有问题而受到赞扬,因为这种情况没有报告,因为在这种情况下没有问题,它是避免出现的问题,因此除了我们每个季度看到的整体安全统计数据外,没有其他报告方法。

Again I don't think there's anything too crazy at least from from what I'm seeing here from the report. One of the other parts in here talks about like how the company dealt with complaints and it said that you know Tesla was telling a service people to communicate verbally with customers rather than put things in in text or email which you know they they paint it in a light that makes it looks like Tesla's trying to hide something but to be honest that's you know in general probably just sort of smart liability management you never know if a service technician or someone is going to put something in text that does not represent how Tesla would want something to be indicated it, and then that could add liability sort of unintentionally even if they're they really shouldn't be any on Tesla's end so you know just kind of create something extra but obviously they they painted in a way that makes it look like Tesla's trying to be shady about things and not put things in text for specific reasons but you know it's probably just sort of the lower liability practice that you know Tesla could employ.
我认为从报告中所看到的情况来看,没有什么特别疯狂的事情。报告中的另一个部分提到了公司如何处理投诉的问题,报告中提到特斯拉要求服务人员与客户口头沟通而非通过短信或电子邮件,他们把这种做法描述成特斯拉想掩盖什么,但说实话,这只是一种普遍而明智的责任管理策略。因为你永远不知道服务技术人员或其他人是否会在短信中表达某些不符合特斯拉要求的内容,这可能会增加责任,即使这与特斯拉本来没有任何关系,但这样做可以多创建出一些问题。显然,他们把这件事描述成特斯拉想遮掩什么,不愿在短信中表述原因,但这可能只是一种更低风险的做法,特斯拉可以采用。

So those are kind of my thoughts on it nothing else that I'm really seeing in there again don't have access to the full article because of the paywall but from what I can tell it's nothing nothing too crazy pending you know how that data was really collected and and then eventually obviously distributed you never want to see that but you know if someone is sort of made up their mind to do something like that there's I think limited amounts of control that a company has over something like that.
所以这是我对此的想法,除此之外我没有看到任何其他东西,由于付费墙的原因,无法获取完整的文章,但从我的了解来看,它并不是太疯狂,但需要注意的是数据的收集和分发,如果有人已经有意做这种事,那么公司所能掌控的是有限的。

Alright last couple of things here so we talked yesterday about Tobias Lins report. that it looks like there was an event being set up at Cigar Berlin he commented on the video yesterday saying that it looks like it's going to be a family day for employees on Saturday so not sure exactly what sort of festivities Tesla has planned there but looks like they'll be doing you know something a little bit fun for for employees and their families so we'll keep it out for you know any reports on that but kind of nice to see that but probably nothing too major for us to have on our radar.
好的,还有最后几件事情。昨天我们谈到了Tobias Lins的报告。看起来在Cigar Berlin有一个事件正在筹备中。昨天他在视频中评论说这可能是个员工家庭日,将在周六举行。不确定特斯拉计划了什么样的庆祝活动,但看起来他们将为员工和家人提供一些有趣的活动。我们将继续关注任何相关的报道,但这可能不是我们需要注意的重大事项。

And then lastly outside of Tesla we've got an update from NERLINK today they have said that they're excited to share what they've received the FDA's approval to launch their first inhuman clinical study for NERLINK. so that's a huge milestone for them to get this approval obviously we're gonna have to wait until this moves forward and actually conduct study but it should be a very exciting time for NERLINK as they move into this stage which you know pretty massive step forward to get to this level so congratulations to NERLINK.
最后,在特斯拉之外,今天我们得到了NERLINK的更新,他们表示很激动可以分享他们已经得到美国食品药品监督管理局批准为NERLINK启动首次人类临床研究。所以这对他们来说是一个巨大的里程碑,显然我们还需要等待直到研究正式进行,但这应该会是NERLINK非常激动人心的时刻,因为他们进入到了这个阶段,这是一个相当重大的进展,祝贺NERLINK。

And that is where we'll leave it for today and most likely for the week again doing some traveling tomorrow for the long weekend unless anything crazy happens which hopefully we got a lot of the news out of the way today unless anything crazy happens tomorrow probably off as well so that'll wrap it up for today and hopefully for the week and you can also find me on twitter at Tesla Podcast make sure you're subscribed and sign up for notifications and we'll see you most likely on Tuesday for what should be the May 30th episode of Tesla Daily thank you.
今天就到这里,可能整个周末我会旅行,除非有什么疯狂的事情发生,今天我们已经得到很多新闻了,希望明天不会再有什么疯狂的事情发生,否则我可能会再次请假,所以今天结束,希望接下来的一周也如此。你也可以在Twitter上找到我,账户名为Tesla Podcast,确保订阅并开启通知,我们很可能会在周二再次见面,届时我们会发布5月30日的特斯拉日报。谢谢。