Cybertruck Parts Catalog Reveals New Details, India Update, Autopilot Changes

Hey everybody Rob Now we're here and today we're going to be talking about some new details for the Cybertruck from the parts catalog which has been published by Tesla. We've got some updates on Tesla in India, some more details on the autopilot updates that we talked about yesterday and more, but generally a little bit quieter of a day today than yesterday.

大家好，我是Rob。今天我们来谈谈特斯拉发布的配件目录中关于Cybertruck的一些新细节。我们还会更新一些关于特斯拉在印度的消息，以及昨天我们提到的自动驾驶更新的更多细节，但总体来说，今天比昨天要安静一些。

Tesla stock though, an exception to that Tesla with a really nice day today of 4.9% to close at $251.5, the Nasdaq today up just 2.10% of a percent and underperforming the S&P in the Dow. So a really nice day and outperformance for Tesla in that type of an environment, but in general automakers seem to do pretty well today Ford and GM both up 7% Lucid and Rivian up 14% not sure what's going on with Lucid.

特斯拉股票今日出现异常情况，表现非常出色，上涨了4.9%，收盘价为251.5美元。纳斯达克指数今日上涨了2.10%，落后于标普500指数和道琼斯指数。所以在这种环境下，特斯拉表现出色，并且超过了其他汽车制造商。总体来说，今天汽车制造商的表现都相当不错，福特和通用汽车的股价都上涨了7%，露骨和锐界两家公司的股价上涨了14%。不确定露骨公司发生了什么。

Rivian today alongside with AT&T announced that AT&T has signed a purchase agreement for Rivian commercial vans as well as some R1 vehicles interestingly to begin to add to AT&T's fleet beginning in early 2024. No details on the size of the commitment here the number of vehicles they'll be integrating but could have been a factor in Rivian's performance today. Not too surprising to see a contract like this announced to remember we'd recently talked about Rivian making the announcement that these would be available for other customers outside of Amazon which originally was exclusive.

Rivian今天与AT&T一起宣布，AT&T已经签署了一份购车协议，购买了Rivian商用货车以及一些R1车辆，有趣的是从2024年初开始供AT&T的车队使用。关于承诺规模以及整合的车辆数量没有详细消息，但可能是Rivian今天表现良好的一个因素。看到这样的合同公布并不奇怪，毕竟我们最近谈到Rivian宣布这些车辆将向亚马逊以外的其他客户提供，而亚马逊最初是独家合作伙伴。

As for Tesla stock we did have an update to note from Adam Jonas today but it was more of a blog style update like we have talked about from Jonas before just giving his thoughts on the autopilot recall so nothing too major but technically a reiteration of the overweight rating and 380 dollar price target from Morgan Stanley.

关于特斯拉股票，我们今天确实有了来自亚当·乔纳斯的更新消息，但这更像是他之前提到的博客式更新，只是阐述了他对自动驾驶系统召回的看法，没有太大的突破，但从技术上讲，这是根据摩根士丹利超配评级和380美元的目标价位的重申。

One of the more interesting updates for Tesla today was the publishing of the Cybertruck's electronic parts catalog. I'll link directly to this down in the description for those that do want to poke around it kind of gives us some interesting insight into how the vehicle is put together. For those that are a little bit more engineering inclined we can see some details on the high voltage system the steering the overall construction of the vehicle but for those that are a little bit less engineering inclined one of the interesting details that comes from the parts catalog is prices for those parts.

特斯拉今天发布的Cybertruck电子零件目录是更为有趣的更新之一。我会在描述中直接提供链接，供那些想要查看的人查看。这个目录给我们带来了一些有趣的见解，了解了这辆车是如何组装的。对于那些稍微对工程有一些兴趣的人，我们可以看到一些关于高压系统、转向系统以及整车结构的细节。但对于那些对工程知识稍微不太感兴趣的人，目录中的一个有趣细节是这些零件的价格。

Now not everybody can see the prices I believe you have to be a repair shop setup with Tesla for this but fortunately for us QMX on the Cybertruck owners club forum has shared a lot of details on some of the prices that are showing up. Of course a couple of major items that people are going to be wondering about are the windscreen and that massive windshield wiper. Apparently the park costs for that windshield wiper blade is $75 so a little bit higher than what you would have for normal wiper of course but given the size of it, I don't think it's too egregious. The windshield wiper arm and blade together would be $165 and then the massive windshield glass that is listed at $1,900 in the parts catalog. And again this is just the price for the part so labor is going to be an additional cost on top of that but most of the reaction that I have seen so far to these prices in general spend that they are pretty reasonable. Feel free to share your opinions on that in the comments today but moving through the rest of the prices that were disclosed here the front steering actuator $3300 the side windows are $260 for the front $225 for the rear and $200 for that small front quarter triangular piece of glass. The powered from $1910 the front fascia $935 front fenders $550 a piece and finally for pricing that is disclosed we have the all terrain tires at $470 each. So nice to have some of those new details and we'll keep it out for any other pricing info that comes through.

现在并不是每个人都能看到价格，我认为只有与特斯拉建立了维修店合作关系的人才能看到价格，但幸运的是，Cybertruck车主俱乐部论坛上的QMX分享了很多显示出来的细节价格。当然，人们可能对其中一些主要项目产生疑惑，比如挡风玻璃和巨大的雨刷。显然，那个巨大的雨刷的停车费用是75美元，所以相对于普通雨刷的价格稍高，但考虑到它的尺寸，我认为并不算过分。挡风玻璃雨刷臂和雨刷一共是165美元，然后在配件目录中列出的巨大挡风玻璃售价1900美元。再次强调，这仅仅是零件的价格，所以劳动力还需要额外收费，但我迄今为止看到的大部分反应都认为这些价格非常合理。请随时在评论中分享您的意见，但我们将继续关注其他透露出来的定价信息。 接下来，继续透露的其余价格如下：前转向致动器3300美元，前侧窗260美元，后侧窗225美元，前部三角形小玻璃片200美元。前保险杆935美元，前翼子板550美元一块，最后是透露出的价格，全地形轮胎每个470美元。有这些新的细节信息真是不错，我们将继续关注其他价格信息的透露。

Alright next up we've got yet another update on the status of electric vehicles in India. We've had quite a few of these updates but most recently the reporting was that India was considering significantly lowering tariffs on imported EVs for a certain number of years which would theoretically help those manufacturers establish a business and then maybe invest domestically in India. So a report from Bloomberg today saying that India's government said it is not currently considering reducing taxes on imported electric vehicles with the junior minister of commerce and industry saying that quote presently there is no proposal either to provide an exemption from local value addition cost or to provide a subsidy on the import duty on electric vehicles in India. End quote.

好的，接下来我们将再次更新印度电动车的状态。我们已经有过很多次这样的更新，但最近的报道是，印度正在考虑在一定的年限内，大幅降低进口电动车的关税，理论上可以帮助这些制造商在印度建立业务，然后可能在国内投资。然而，彭博社今天的一份报告称，印度政府表示目前并未考虑降低进口电动车的税收，商业和工业副部长表示：“目前没有提议，要么提供免除当地增值成本的豁免，要么对进口电动车征收关税提供补贴。”

So that statement is a little bit different than both the headline which says that India is not planning to reduce any of these import taxes and the opening sentence which says that they are not currently considering any reduction. This actually says that there is not a current proposal to me that definitely doesn't rule out consideration or even a plan to eventually do that in the future. So I think that's important to note and then just in general on this topic as we have talked a lot about this it has gone back and forth a lot. So there does seem to be some posturing some negotiating happening and even with some of the previous reports it's not like those were necessarily official statements.

这个陈述与标题说印度不计划减少任何进口税和开头句子说他们目前不考虑任何减少有一点不同。实际上，这个陈述对我来说是说目前没有提议，但这并不完全排除考虑甚至于未来有一个计划去减少这些税。所以我觉得这很重要，而且就总体上说，我们已经谈论了很多关于这个话题来回折腾。因此，似乎存在一些姿态和谈判，并且即使一些以前的报告也不一定是官方声明。

Sometimes those reports were coming from sources familiar with the matter and things like that. So this is presented as a quote unquote below to Tesla's efforts in India. I'm not really interpreting it that way. Sure it's not as exciting as an update that says that there is a proposal and we expect the proposal to go forward or something like that. But I also think it's a far stretch from saying that the conversation is completely over. Of course we'll continue to keep an eye on that.

有时这些报告来自熟悉情况的消息源之类的。所以这被引述为以下对特斯拉在印度的努力的表述。我并不对此进行解读。当然，这不像是一份更新，宣称有一个提议，并且我们预计提议会继续进行之类的内容那么令人兴奋。但我也认为说这次对话完全结束还言之过早。当然，我们将继续留意此事。

Next we've got some updates on items we discussed yesterday. First on the Tesla bot quick one here one of Tesla's interns on the Tesla bot team shared a photo of that team on X. It's nice photo. I think it's just important to recognize how big of an effort how many people Tesla has working on this doesn't mean they're not working on other things too.

接下来，我们有一些关于昨天我们讨论的事项的最新进展。首先是关于特斯拉机器人的。特斯拉机器人团队的一个实习生在X上分享了一张照片。这是一张很好的照片。我认为重要的是要认识到特斯拉在这个项目上付出了多大的努力，有多少人在致力于这个项目，这并不意味着他们不会做其他事情。

But as we have talked about with some of the job listings that Tesla has posted for the Tesla bot, this is a serious effort from Tesla with serious talent behind it. I think for most of us that has been clear for a while now especially with the rate of progress that we have seen. But as usual probably not widely appreciated enough.

正如我们和一些特斯拉发布的特斯拉机器人职位列表所讨论的，这是特斯拉倾尽全力，并拥有优秀人才支持的一项严肃工作。我认为对于我们大多数人来说，这一点现在已经很明显了，尤其是考虑到我们所见到的进展速度。但通常情况下，可能还没有得到足够广泛的认可。

And then the second thing we talked about was the quote unquote recall from NHTSA regarding autopilot yesterday. So it looks like whole Mars has gotten those release notes. I think this has maybe just started to roll out or is going to be rolling out soon. But it gives us more details on exactly what the changes to autopilot will be given this adjustment. We'll have to wait and see of course in practice.

然后我们谈到的第二件事是关于昨天美国国家公路交通安全管理局（NHTSA）关于自动驾驶的 "追溯" 。因此，整个马斯火星都已经得到了这些版本说明。我认为这可能刚刚开始推出或即将推出。但是，这将提供关于自动驾驶系统的修改的更多细节。当然，我们还需要等待并观察实际情况。

But from the release notes, it doesn't look like it's anything incredibly major. The first point is on autopilot suspension, which is if you get disengaged by the system, not your own disengagement, but the system disengages you for lack of attentiveness. If that happens five times, you get suspended from autopilot and you can't use it for the next week. That's exactly the same I believe as the FSD beta system is right now. And to me, that seems quite reasonable. In my experience, if you really are paying attention, that's not too hard to avoid.

从发布说明来看，看起来并不是什么特别重大的改变。第一点是关于自动驾驶悬浮的问题，即如果你被系统解除控制，而不是你自己主动解除控制，而是系统因为缺乏注意力而解除你的控制。如果这种情况发生五次，你将被暂停使用自动驾驶，接下来的一周将无法使用。我认为这与目前的完全自驾驶测试版系统是完全一样的。对我来说，这似乎相当合理。根据我的经验，如果你真的在注意力集中，避免这种情况并不太难。

And then Tesla says they've improved the visibility of driver monitoring warning alerts by increasing the text size and moving notifications to a more prominent position on the Model 3 and the Model Y only. All right, fine. I don't think that really changes anything. They added the option to activate autopilot with a single stock press instead of two, which we've already seen them do for FSD. That's optional. So really no way that that's not just a general improvement outside of this.

然后特斯拉表示，他们通过增加文本大小并将通知移动到Model 3和Model Y上更显著的位置来改善了驾驶员监控警告的可视性。好吧，不错。我认为这并不真正改变任何事情。他们增加了使用单击一次而不是两次的选项来激活自动驾驶，这一点我们之前已经在FSD上看到过。这是可选的。所以这确实只是除了这个之外的一个普遍改进，没有其他的可能。

Then they say they've increased strictness of driver attention requirements when using auto steer and approaching traffic lights and stop signs off highway. Sounds fine, but we'd really have to see that to understand how well the implementation is done. And then the last point, just reiterating that suspension policy that we had talked about.

然后他们说，他们已经提高了使用自动驾驶和接近交通灯和停车标志时对驾驶员注意力要求的严格程度。听起来不错，但我们必须看一下来了解实施情况有多好。然后最后一点，再重申一下我们之前讨论过的暂停政策。

So pending that increased strictness part, I don't think there's anything too crazy here. And again, this is the resolution of a two year long investigation from NHTSA that a lot of people viewed as potentially having significant liability towards Tesla and towards autopilot. That liability not being completely gone, but at least askewed for now. I think there's a good reason to view that as a net positive, at least when we're talking about the business or the stock.

在加强要求这一部分完成之前，我觉得这里没有什么太疯狂的东西。而且，这是美国国家公路交通安全管理局进行了两年的调查后做出的决议，许多人认为这可能对特斯拉和自动驾驶技术造成重大责任。这种责任还没有完全消除，但至少在目前被推迟了。我认为至少从商业或股票的角度来看，有充分的理由认为这是一个净利好。

All right, moving on to our last item for today. We've got a couple updates on Cruz. Yesterday it was reported by various media that nine key leaders at Cruz had been dismissed in the wake of course of the San Francisco DMV's suspension of Cruz's operating license and then eventually Cruz's own suspension of their autonomous fleets elsewhere.

好的，接下来是我们今天最后一个项目。关于Cruz，我们有一些更新。昨天，各种媒体报道称，在旧金山DMV暂停Cruz的运营许可证，并最终导致Cruz在其他地方暂停使用自动驾驶车队后，有9名关键领导人被解雇。

Then today, it was announced internally and confirmed by CNBC that Cruz is laying off 900 employees or about 24% of their workforce, which puts their previously about 3700 person workforce down to now about 2800. So not too surprising to see this. If anything, maybe surprising that it's not even more people. 2800 people is still quite a few people. And I wouldn't be too surprised if over the next year, Cruz continues to scale back and reorganize things.

然后，今天在内部宣布并被CNBC证实，克鲁兹将裁掉900名员工，约占其员工总数的24％，使其之前约3700人的员工总数减少到现在的约2800人。所以这并不太让人惊讶。如果有什么让人惊讶的话，可能是人数没有更多。2800人仍然是相当多的人。如果克鲁兹在接下来的一年里继续缩减规模并重新组织，我也不会感到太惊讶。

I think it's a business that's going to look very different a year from now.

我认为这个企业在一年之后的样子将会完全不同。

That'll wrap it up for today though.

今天就到这里了。

So as always, thank you for listening.

所以一如既往地，感谢你的倾听。

Make sure you're subscribed and signed up for notifications.

请确保您已经订阅并注册了通知服务。

Also find me on the X at Tesla podcast.

也可以在特斯拉的X播客上找到我。

And we'll see you tomorrow for the Friday, December 15th episode of Tesla daily.

明天我们将在Tesla日报的12月15日星期五的节目中再见。

Thank you.

谢谢。