Hidden Cybertruck Features, More Orders, Vision Park Assist, Incentive Updates

Hey everybody Rob Merr here, welcome back to Tesla Daily. Today we've got a few updates to catch up on with the Cybertruck, including some new details on hidden features. We also got some updates on Vision Park Assist, which of course started rolling out last Friday, so we'll talk about the first impressions of that, and we have some updates on incentives as well as a few other items today.

大家好，这里是Rob Merr，欢迎回到《特斯拉日报》。今天我们有一些关于Cybertruck的新动态要跟进，包括一些隐藏功能的新细节。我们还会谈谈视觉停车辅助系统的最新更新情况，该系统上周开始推出，所以我们会就用户的第一印象进行讨论，也会介绍一些激励措施和其他几个项目的最新动态。

Alright, looking at the stock, tougher start to the week after a pretty strong close to the week last week, Tesla down in a little over half a percent today, to $252.08, underperforming the NASDAQ, which was up 6.10% on the day today. I don't know if it was super related, but I did happen to notice that other automakers struggle a bit today too, so you can see here Ford, GM, Stellantis, all the other US automakers down today. I guess if you exclude Rivian and Lucid, didn't look at them, I think Rivian was up. But the legacy OEMs down today, Ford and GM a little bit worse than Tesla, and also they seem to trade differently than the NASDAQ.

好的，看一下股市，上周收盘时表现强劲，但这周初起步较艰难。特斯拉今日下跌了0.5%左右，报价252.08美元，表现不及纳斯达克指数，而纳指当天上涨了6.10%。我不确定这两者是否高度相关，但我注意到其他汽车制造商今天也有些困难，你可以看到福特、通用和斯泰兰蒂斯等美国汽车制造商的股价都下跌了。不过，如果排除了瑞亚汽车和露骨的话，我没有看它们，我认为瑞亚应该上涨了。然而，传统汽车制造商今天的股价下跌比特斯拉更糟，并且它们的交易方式似乎与纳斯达克指数不同。

Sometimes we see Tesla kind of follow a similar pattern, but we can see most of the automakers starting in the green today and finishing in the red versus the NASDAQ actually started closer to flat and finished closer towards the high of the day, certainly higher than trading in the morning. So just wanted to point that out, seems like a little bit of correlation there for the other automakers in the US.

有时候我们会看到特斯拉有点跟随类似的模式，但是我们可以看到大多数汽车制造商今天都以涨势开始，最后以跌势收盘，而纳斯达克指数从开始时趋于平稳，最后接近当日高点，肯定高于早盘交易。所以只是想指出，似乎美国其他汽车制造商之间存在一点相关性。

But getting into the Cybertruck, some exciting news over the weekend, Tesla started to expand orders or invitations to order rather for the Cybertruck. So it looks like we're up to 172 orders on the Cybertruck Owners Club order tracking sheet now. Many of these coming in the last couple of days. In fact, Tesla has now actually stopped allowing the ordering to some of these customers that had been invited to order. So unfortunately had to act pretty quick on that. I think in some cases there was even some orders that were configurable or could be placed that were not, Tesla didn't actually communicate via email. So you just kind of had to log in and check on it. So keep an eye out for the things like that in the future.

然而，有关Cybertruck的一些令人兴奋的消息，特斯拉开始扩大对Cybertruck的订单或订单邀请。因此，现在看起来我们在Cybertruck车主俱乐部的订单跟踪表上已经有172个订单。其中许多最近几天才收到。实际上，特斯拉现在已经停止向一些已被邀请订购的客户允许下订单。所以不幸的是，对此必须要非常迅速行动。我想在某些情况下，甚至有一些可以进行配置或下订单的订单，特斯拉并未通过电子邮件进行通知。所以你只能登录并查看。所以请将来留意这些事情。

But for now, 172 orders in here, I don't know what that would mean in terms of total orders that Tesla's allowed, maybe something like 1000 at this point for the foundation series. And that could be why they have stopped, at least for the time being. But nice to see these orders. And importantly, these orders were placed outside of in many cases, California and Texas, which that first wave had a couple of people like that, but they had some tied to having ordered in Texas or California before. Now, we have, you know, you can see it from the order tracker here, Florida, Maryland, Arizona, Montana, Michigan, et cetera. So a lot of different states now being opened up, which is very exciting to see that expansion, even with this initial founder foundation series set of cyber truck orders.

但目前为止，这里有172个订单，我不知道这在特斯拉允许的总订单数量中意味着什么，也许目前的基础版系列已经有大约1000个订单了。这可能是为什么他们至少暂时停止了。但很高兴看到这些订单。而且重要的是，这些订单大多数是在加利福尼亚和德克萨斯之外的地方下的，之前的那波订单中有一些与在德克萨斯和加利福尼亚订购有关。现在，从订单跟踪器上可以看到，我们有佛罗里达、马里兰、亚利桑那、蒙大拿、密歇根等地的订单。所以很令人兴奋地看到这种扩展，即使是在这最初的创建者基础版系列的Cybertruck订单中也如此。

So we keep an eye on that Tesla did, I think also adjust the delivery timeframe estimates for some customers to looks like the cyber beast version has maybe been pushed out a little bit. We'll have to wait and see more on that. It's tough with such few orders out there to get really, you know, precise or accurate information on that, but we'll keep an eye on that as well.

我们将继续关注特斯拉的最新动态，我认为他们也会调整一些客户的交货时间预估，看起来Cyber Beast版本可能会稍微推迟一些。我们需要等待更多信息才能对此做出准确的判断，但是鉴于订单数量有限，获取确切、准确的信息可能有些困难，但我们也会继续关注这一点。

And then getting into some new details, we've got a couple of pieces of new content. First, Lars and Franz were on Jay Leno's garage. So this was posted at a leave today and gives us an exciting look at some of the details that they thought about when making the vehicle. Some things that maybe we haven't really quite learned about yet. So want to go through some of those.

然后，我们得到了一些新的细节内容。首先，Lars和Franz在Jay Leno的车库里。所以这篇文章是今天发布的，并且让我们兴奋地了解到他们在制造这辆车时思考过的一些细节。有一些事情可能我们还没有完全了解。所以想要逐一介绍一些其中的内容。

One of them, which was one of them, which was kind of cool. Lars pointed out that there is a 48 volt accessory connection on the top of the cyber truck here to make it really easy to connect something like the light bar accessory. So that's what this is here. It can plug in directly at this connection point. And it also then integrates with the user interface that sounded like so you're able to control it via the, you know, the UI via the touchscreen. So I think pretty cool implementation of something like that. We've got a little bit more detail on the other accessories or the light bar accessory too that we'll talk about here. So just tried to recap that for everybody. I would definitely recommend this one. This one is linked in the description below.

其中一个，就是其中一个，感觉还蛮酷的。拉斯指出塞伯卡车顶部有一个48伏特的附件连接口，非常方便连接像灯条这样的附件。这就是它的用途。可以直接插入这个连接口。而且它还与用户界面整合在一起，听起来是通过触摸屏来控制的。我觉得这是一个相当酷的实现方式。我们还将在这里讨论其他一些附件，比如灯条附件的更多细节。所以我建议大家一定要看看这个。链接在下方的描述中。

But just to kind of recap things that they said about the cyber truck in general, Franz did confirm they do have over two million deposits. So that is kind of what the reservation number had indicated. Elon had previously said more than a million. So it looks like that reservation indicator ended up being accurate, which is nice to see over two million deposits for the cyber truck. Obviously super impressive. We'll see what the conversion rate is, but that's a big backlog for interest. So far, so great point to start from.

只是为了回顾一下他们关于Cybertruck的一般说法，弗兰茨确认他们确实有超过两百万的预订。所以这基本上就是预订数量所表明的情况。埃隆之前说过一百万以上的预订。所以看起来预订指标确实准确，能够看到Cybertruck有超过两百万的预订。显然非常令人印象深刻。现在我们将看到转化率是多少，但这是一个巨大的兴趣积压。到目前为止，起点非常好。

They talked about the design from specifically said that Tesla did not want to add the mirrors, the side mirrors, but they couldn't get the regulations changed. So they had to ship it with them. We'll talk a little bit more about that in a second.

他们谈论了设计，特别是提到特斯拉不想装上侧面镜，但他们无法改变监管规定。所以他们不得不把车子配备上侧面镜进行出货。我们稍后会更详细地讨论这个问题。

They talked about the glass, the strength of it. He said if glass, Lars said if the glass gets chipped, it will create a stress ring rather than continuing to kind of spiderweb out, improving repairability of the vehicle of the glass rather. So that's I think a nice, nice note, especially as we talked about the price. I think it's a reasonable price, but still $1,900 for the part to replace the cyber truck window. As that is, I think one of the biggest pieces of automotive glass, if not the biggest, that windshield there.

他们谈论着玻璃及其强度。拉斯说，如果玻璃被削破，它会形成一个压力环，而不是继续像蜘蛛网一样扩散，从而提高了车辆玻璃的可修复性。所以我认为这是一个很好的注记，特别是当我们谈到价格时。我认为这是一个合理的价格，但要替换Cybertruck窗户的部件仍然要花费1900美元。因为那是最大的汽车玻璃之一，如果不是最大的，就是指风挡玻璃那块。

They talked about the American made aspect of the cyber truck, which especially for a truck is really nice to see as those are often touted as America. It's a big market for America or for trucks rather, of course, the biggest market. So Lars assumes that this is like Tesla's other vehicles wanting going to be joining the top five most American made car index next year. He said he couldn't think of one part that's not made in the US. So we'll be excited to see that and should be something that is probably made a little bit bigger of a deal out than has been historically for Tesla vehicles.

他们谈论了Cybertruck的美国制造方面，对于一辆卡车来说，这真的很好，因为它们通常被宣称为美国货。这对美国来说是一个巨大的市场，或者说是卡车的最大市场。所以拉斯认为，这辆车将会像特斯拉的其他车型一样，明年加入美国制造车辆排名前五的行列。他说想不出有哪个零部件不是在美国制造的。所以我们会很期待，这应该是对特斯拉车辆来说一个比以往更重要的事情。

And then on supercharging, Lars did mention charging it up to 355 kilowatts. We've heard 350 before, so it's not a huge difference, but looks like maybe even there's a bit of capacity above that. Like we've seen with the V3 superchargers occasionally going a couple of ticks above 250.

然后在超级充电方面，拉斯提到充电功率可达到355千瓦。我们之前听说过350，所以这并没有太大的差别，但看起来可能还有一点点的容量在其上面。就像我们偶尔会看到V3超级充电器超过250几档一样。

And then they talked about the wiper. Lars said that the 48 volt architecture helped make the wiper possible. In the interview, he said that that could take up to 600 to 800 watts of power, but he later clarified that on X here to around 120. So not quite that much, but still something that would be very aided by the 48 volt architecture in terms of bringing that power to the wiper.

然后他们谈论了雨刷器。拉斯表示，48伏特的架构使得雨刷器成为可能。在采访中，他说雨刷器可能需要600至800瓦特的功率，但后来澄清说，实际上只需约120瓦特。虽然不是那么多，但48伏特的架构仍然可以极大地帮助输送功率到雨刷器。

They also talked about the cyber truck in water. So Lars did comment that Elon really did want it to be capable of being a boat essentially. It's not quite there, but he did say that it can traverse up to two and a half feet of water depth without issue when it's in wade mode. They talked a little bit about the pressurization of the battery pack, which we had talked about before. Lars basically just said this adds a little bit of air in the pack to help keep water out from any potential leak areas. So we've talked about the waterproof rating and how that I think steps it up. That's what the addition of air is helping do there. And he did happen to say that the cyber truck quote unquote almost floats and a little bit tongue in cheek, a little bit serious as we sometimes see from Tesla. He said that you could add some buoyancy and use the 220 volt outlet to add an onboard motor and an outboard motor on the back and use it as a boat if you wanted to, probably keeping in mind that depth and things like that. Just to avoid water in the cabin. If you wanted to seal up some of those things and try, you could probably even do a little bit more than that. So interesting to see that. I'm sure at some point we'll get all sorts of experiments out there on that accessories.

他们还谈论了水中的特斯拉电动卡车。所以拉尔斯评论说埃隆真的希望它基本上能够像船一样。尽管还不完善，但他说当卡车处于涉水模式时，它可以轻松穿行2.5英尺的水深。他们还讨论了电池组的气密性，这是我们之前已经谈论过的。拉尔斯基本上说，在电池组中增加一些空气可以帮助防止水从潜在的漏水区域进入。所以我们谈论了防水评级以及气氛的作用。他确实说过特斯拉Cybertruck“几乎可以漂浮”，有点嘲笑，但也有点认真，这是我们有时从特斯拉那里看到的。他说，如果你愿意，你可以增加一些浮力，使用220伏特的插座安装一个内置发动机和一个后置的外置发动机，将其作为船使用，但可能需要考虑到水深等因素，同时要避免阳台内的积水。如果你愿意封闭一些部分并试试，可能还可以做更多。所以看到这一点真的很有趣。我相信，在某个时候我们会看到各种各样的实验和配件出现。

They did talk about the tent a little bit. Franz mentioned that the tent can be set up in less than five minutes. The video kind of showed it inflating and things like that. So a nice note on the tent.

他们确实谈论了帐篷一点点。弗朗茨提到帐篷可以在不到五分钟内搭建好。视频中有一些展示它充气的画面之类的。所以这是关于帐篷的一个好评。

And then like we talked about the light bar that integrates with the UI and they said it has about 500 meters of visibility for off-roading use cases, which, you know, I'm sure there are other third party things that are out there for vehicles now that can do that. But nice to have that in a way that's easily attachable with this integration here that they pointed out and something that then automatically connects to the UI, which is something that something anything third party would obviously struggle with.

然后我们谈论了与UI相结合的灯条，他们说它在越野使用情况下的可见距离大约为500米，你知道，我相信现在市面上可能有其他第三方产品也能做到这一点。但能够轻松附着在这个整合中，他们指出的这种灯条是非常方便的，并且能够自动连接到UI，这是其他任何第三方产品显然难以做到的。

And then they did happen. You mentioned a couple of other things. Franz did confirm they are working on wireless charging. So we saw that a little bit of a teaser at investor day of, you know, doing doing cool things in the future. And that was an image that was shared on that slide kind of hinting at wireless charging development.

然后它们确实发生了。你提到了几件其他事情。弗朗茨确认了他们正在研发无线充电技术。所以我们在投资者日上看到了一些令人期待的东西，暗示着未来的一些酷炫技术。那是在幻灯片上分享的一张图片，略微暗示了无线充电的发展。

The context of what they were discussing that was during home charging. So that seems to be at least one intended use case for that. And then of course, a lot of people imagine that that would be something that would be helpful in the context of a robot's XE fleet, something like that.

他们所讨论的背景是家庭充电。所以至少这似乎是其中一种预期的使用情景。当然，很多人想象这在机器人的XE车队等环境中可能会很有帮助。

And then on the semi, Lars did say that they have close to 100 Tesla semis testing internally at Tesla. I don't know if that's in addition, the number that is with Pepsi, but somewhere around that number, at least in total, if not just internally to Tesla. And they said that they're testing with Pepsi, Lars said to prepare for volume production next year. So this is very recent, of course, that's a good sign that they are continuing to track towards that. So keep an eye out on kicking a matter for the semi.

然后，在半年报中，拉斯表示他们在特斯拉内部正在测试接近100辆特斯拉半挂车。我不知道这是否是在与百事公司合作的数量之外，但至少总数在那个范围内，即使不仅仅是在特斯拉内部。他们还表示正在与百事公司进行测试，为明年的大规模生产做准备。这是最近的消息，这是一个很好的迹象，说明他们正在朝着目标不断前进。所以请继续关注特斯拉半挂车的动态。

And then I mentioned the mirrors here that Tesla didn't want those. They have designed them to be quite easy to remove. So we've got a video here from RapBully's on YouTube walking through a little bit of the wrapping process for the cyber truck, but this video specifically focusing on the mirrors. And you can see it's just three torque screws here that are removable. And then you just slide the mirror out. Unfortunately, the video ends and they don't really show what it looks like after that. You can't really get a good sense for it, but should be something that's really easy to remove for people that are interested in doing that.

然后我提到了特斯拉不想要后视镜的信息。他们设计这些后视镜非常容易拆卸。所以我们在YouTube上找到了RapBully的一个视频，其中介绍了Cybertruck的一些包裹过程，但这个视频着重介绍了后视镜。你可以看到，只有三个扭力螺丝需要拆卸，并且你只需要滑动后视镜就可以取下来。不幸的是，视频结束时并没有展示拆下后的效果。所以你无法真正了解它的外观，但对于有兴趣这样做的人来说，应该是非常容易拆卸的。

And then, you know, if any sort of additional covering needs to be put there, I'm sure third parties can can help out with that if Tesla doesn't offer anything themselves, or maybe it just is fine without anything there. So for those that are interested in that, that should obviously improve the aerodynamic efficiency of the vehicle and help with range. If you are comfortable without having those side mirrors, of course, the camera is there to substitute. So a lot of cool details there.

然后，你知道的，如果需要任何额外的覆盖物放在那里，我相信特斯拉如果不提供任何覆盖物的话，第三方也可以帮助解决，或者也许没有任何覆盖物也可以。所以对于那些对此感兴趣的人来说，这显然会提高车辆的空气动力效率并提高续航里程。如果你能够适应没有侧面镜的情况，当然可以用摄像头替代。所以有很多有趣的细节。

And then we got more because we got the second part of Monroe's interview with the Tesla team. So this was a factory tour with Lars. They showed a lot of cool stuff here. This particular screen is the laser cutter for blanks for panels. So looking at my notes here, they said that this laser cutter, the person describing it said, quote, it cuts up to 30 microns. And it's the first laser of its kind to do that. Typically these machines cut at one millimeter. This was a special development with Tesla and Schuler. So I assume he's talking about the precision of the machine there. 30 microns, that's 3% of a millimeter. So it's extremely small, you know, one, the 33rd roughly of a millimeter. So just kind of shows, you know, how detailed Tesla is getting with the manufacturing process here with the cyber truck.

然后我们得到了更多消息，因为我们获得了与特斯拉团队的门罗采访的第二部分。这次是由拉斯进行的参观工厂。他们在这里展示了很多很酷的东西。这个特别的屏幕是用于切割面板的激光切割机。根据我的笔记，他们说这个激光切割机可以切割到30微米。这是同类激光切割机中第一个能做到这个的。通常这样的机器切割厚度为1毫米。这是特斯拉和Schuler进行的一项特殊研发。所以我想他在谈论机器的精度。30微米，相当于1毫米的3%。所以可以看出来，特斯拉在制造过程中对细节的关注有多么深入，尤其对于Cybertruck来说。

They also talked about the stainless steel in general, how when they originally started it out the design, it was three millimeters, two and a half to three millimeters thick. They've been able to reduce that now to 1.4 millimeters on most of the panels and then 1.8 millimeters on the doors in terms of the thickness while not having to sacrifice the required strength that they need. And of course, we've still seen the bullet resistance and things like that, those demonstrations. So nice to see that progress from sort of the initial concept in terms of what they've been able to accomplish there. Obviously, the thinner that material is, the more it's going to be the cheaper and easier it is going to be to work with through the rest of the production process.

他们还谈到了不锈钢的一般情况，最初设计时，它的厚度为3毫米，大部分板材厚度现已减少到1.4毫米，门的厚度为1.8毫米，在不牺牲所需强度的情况下。当然，我们仍然看到了防弹和其他方面的演示。很高兴看到他们从最初的概念中取得的进展。显然，材料越薄，它在后续生产过程中的成本会更加便宜且更易于加工。

So Lars talked about the micron precision that you want to have been pushing. Really that is, you know, something that is actually happening at Tesla. Here's a blank. This is the front trunk, you know, the top of the front trunk area there. So they just use an optical spot checker here and then they compare it at, again, micron levels here. Lars was pointing out some that were, you know, within within 20 microns and sort of around that level in terms of various levels of precision coming through from the optical image here. So just kind of cool to get some insight on what they're doing there.

所以Lars谈到了你一直在推动的微米精度。实际上，在特斯拉，这是真的发生了。这是一个空白。这是前行李箱，你知道，就在前行李箱区的顶部。所以他们只是在这里使用一个光学点检仪，然后再在微米级别上进行比较。Lars指出了一些在光学图像中达到了20微米左右精度水平的地方。所以能够对他们在那里做些什么有一些了解真的很酷。

And then they also showed one instance of a door panel here being, you know, going through that airbending process that we heard Lars talk about on maybe one of the earlier interviews with the menorail or one of the other ones that they've done since, which by the way, just exciting that we're getting this kind of access and it's fun to funny here from, you know, broader portions of Tesla's team to give us, you know, more in depth details on a lot of these things. So cool to see that Lars did say that they're only running one shift right now in terms of production, really just working on giving the quality down so that they can ramp up from there. His specific quote was that, as you can see with all the equipment, we're ready to roll at a high volume. Now it's just how do we ramp, go slow and get quality right. So good to hear that. And I think from what we've seen both at the delivery event when Tesla allowed some tours there and through some of this behind the scenes stuff, you know, it definitely looks like Tesla's got this stuff in place, like Lars says, and just working on giving that speed up, which is hopefully exciting for the prospects of where things go from here. And then specific to the door panels here, Lars did mention that this takes about 75% of the side crash loads. So just kind of a nice little tidbit in terms of the, you know, exo-skeleton strength offered by the design of the vehicle there. So overall, really cool. Again, this one is also linked in the description. So I'd recommend both of those videos. This is a quick one, only about a half an hour. And when those garage was about an hour.

然后他们还展示了一个门板的实例，在那里通过空气弯曲的过程中经历了一些我们之前在Lars的一些采访中可能听到的关于魔轨或其他一些他们进行过的项目的谈论。顺便说一句，很高兴我们能获得这种访问，并从特斯拉团队的更广泛部分获得更深入的细节，这是有趣的。很酷的是Lars提到他们目前只运行一个班次进行生产，真正努力提高质量，以便能够从那里加速生产。他具体说的是，正如你们可以看到所有设备一样，我们已经准备好以高产量投产，现在我们只需要慢慢提速，并确保质量正确。听到这个消息是好的。从我们在交付活动上看到的情况，并通过一些幕后花絮，你知道，特斯拉显然已经做好了准备，就像Lars说的那样，只是在努力加快速度，这对于未来的发展前景来说是令人兴奋的。就这里的门板而言，Lars提到它可以承受大约75%的侧面碰撞力量，这是关于该车辆设计提供的外骨骼强度的一些有趣的细节。总体而言，非常酷。再次提醒，这个视频也在描述中链接了。我推荐这两个视频。这个视频很短，只有大约半个小时。而另一个则是一个小时的车库。

All right. And then we do have some first looks at the vision park assist that we had talked about rolling out with the holiday update on Friday. So people getting their hands on this, this video from Ross Nguyen was shared by Ashok from Tesla's autopilot team. And here we can just, I think this video captures, you know, what the feature entails pretty nicely. But particularly you can see here these, the lane lines and the parking lines and things like that visualized as well, which should be a nice help. Just in terms of being, you know, aware of surroundings when parking, that definitely helps with that. So I think with the feature that Elon have deluded to too about them working on a design that would allow you to kind of diagnose and select a parking spot for the vehicle to be able to park itself, you can kind of see where something like that would come in alongside that. So Ashok said that this replaces the 2D obstacle ban that customers had with high resolution 3D construction reconstruction of Tesla's surroundings. This is an extension of our occupancy network with much higher resolution to help with tight parking maneuvers. So he also said that this is the first version of the technology in the future. They're going to have, you know, more improvements, better functionality and things like that. So so far, I think reception has been pretty positive. It's maybe not getting to feature parity. It's a little bit different than the ultrasonic sensor vehicles, which he also said, by the way, would eventually get a feature like this. At some point, of course, this is going to the non USS cars right now. But in the future, that will expand and obviously improve over time. So I don't think it's quite there yet as we have seen with the vision based park assist previously, that was not the 3D rendering and more just replicating the ultrasonics. Not quite up to the accuracy or the precision of the, I guess, probably accuracy of the ultrasonics, but hopefully improving over time. And I think this is something that is going to satisfy people or at least be more satisfactory to people that we're looking more for that bird's eye top down visualization, rather than being someone that something that maybe satisfies people that had complaints about the ultrasonic removal. So again, hopefully over time that'll improve and help alleviate that. But I think overall fairly positive reception with the knowledge that maybe it's not a complete replacement for that quite yet.

好的。然后我们确实对“视觉停车辅助”有了一些初步了解，这个我们之前在周五的假日更新中提到过。所以大家现在可以亲自体验一下，这个视频是由特斯拉自动驾驶团队的Ashok与Ross Nguyen分享的。在这个视频中，我们可以看到“视觉停车辅助”功能的表现，而且你还可以清楚地看到车道线和停车线等可视化。这会对停车时的周围环境意识提供很好的帮助。所以我认为，这个功能可以与Elon之前所提到的关于设计方面的一些工作相结合，让你能够诊断和选择一个停车点，让车辆自动停车。Ashok说，这个功能取代了之前客户使用的二维障碍物检测，改为采用了高分辨率的三维重建技术。这是我们占位网络的延伸，分辨率更高，有助于进行狭小空间停车。他还说，这是这项技术的第一个版本，在未来还会有更多的改进和功能提升。到目前为止，我认为反响还是很积极的。它与超声波传感器车辆有些不同，但Ashok也说，超声波传感器车辆最终也会有类似的功能。当然，目前只有非超声波传感器车辆才具备这项功能，但在未来会逐步扩大并不断改进。所以我认为现在的技术还没有完全达到预期，就像之前基于视觉的停车辅助一样，它并不能像超声波传感器那样精确，但希望随着时间的推移会有所改进。我认为这会满足那些更希望进行鸟瞰式视角的人的需求，而不是那些对超声波传感器的移除抱怨的人。再次强调，希望随着时间的推移，这个功能会得到改进，同时也能缓解这一问题。总体而言，反响还是相当积极的，尽管这可能还不能完全取代超声波传感器的功能。

All right. And then another, I guess, feature change here that has gotten a lot of attention today. Tesla has sort of removed the Disney Plus app from the Tesla theater. It's not fully removed. If you had recently used the Disney Plus app, it doesn't actually get removed. And if you want it back, you can actually just go to Disney Plus dot com and then it goes back into the Tesla theater.

好的。 然后还有另一个，在今天引起了很多关注的功能改变。特斯拉公司似乎已经将迪士尼加应用从特斯拉影院中移除了。它并没有完全移除。如果你最近使用过迪士尼加应用，它实际上并不被移除。如果你想恢复它，你只需进入Disney Plus dot com，然后它将重新出现在特斯拉影院中。

So a lot of the assumptions so far. I don't think we have any confirmation of this. There's been some rumors and things like that. But a lot of the assumptions so far is that this is kind of Elon pushing back on Bob Eiger for them stopping advertising on X, which of course happened a few weeks ago. So there's been a little bit of a tiff there.

目前为止，有很多假设。我认为我们还没有任何证实。有一些谣言和类似的事情。但是目前为止很多假设认为这是埃隆对鲍勃·艾格停止在X上广告的回应，这当然是几周前发生的事情。所以他们之间有些不愉快。

If that's the reason that this change was made, I do think that's a little bit of a misstep. But I also think that the degree of it is relatively minor. Certainly in terms of what is actually affected, it's really not much. Like if you actually use this, it's still there. So you're not going to notice any change. If you didn't use it, well, then it's not there, but you didn't use it anyway. If you want to use it, you can easily go get it back. So it's pretty minor in terms of the again, effectiveness.

如果这是导致这个改变的原因，我认为这是一个小小的错误。但我也认为它的程度相对较小。在实际受到影响的方面，它确实不多。如果你真的在使用这个功能，它还在那里。所以你不会察觉到任何变化。如果你没有使用它，那么它本来就不存在，但你无论如何也没有使用它。如果你想使用它，你可以很容易地恢复它。所以从效果上来说，这是相当微小的。

The bigger concern is just the, you know, what exactly caused the decision to be made is that decision, the best foot forward for Tesla, which should be the decision that should be made. If it's not, then obviously that presents a problem in terms of what that implication would be. We'll see. You know, I would I'm willing to give Tesla more than a day to kind of see what what happens here, but we'll keep an eye on on that in general.

更大的问题是，你知道的，到底是什么导致了这个决定的最合适的决策，这应该是特斯拉应该做出的决定。如果不是的话，显然这会带来一些问题，对其所造成的影响将是什么。我们会看到的。你知道的，我愿意给特斯拉更多的时间来看看这里会发生什么，但我们会一直关注这个情况。

And then the next few things we've got our quick one here. We heard today from LinkedIn post, I guess a few days ago, I think Sawyer brought attention to this on X today that the LA sanitation department has added about a million dollars worth of Model 3s, 22 different Model 3s to their fleet. Basically, just because they've found it to be the best all around vehicle that they could add for those price points and a lot of things with the order process. So highlighted the cost for the range that they're getting highlighted, the efficient ordering process from Tesla, no restricted ordering windows like they've seen on other fleet orders in the past, seamless communication with the Tesla team, which is nice to see because oftentimes an area that gets criticized for Tesla and fast delivery. They say it only took 14 days to deliver all these vehicles after placing an online order. Compared to legacy OEMs, where in some cases could take three to six months plus a couple months for delivery and then sitting on dealer lots for any sort of attention to minor details and things like that. So 14 days compared to that, obviously night and day difference. Ultimately, they said legacy OEMs need to step up their game. So just some nice props there from the LA sanitation district and hopefully other fleet buyers would take note of things like this as well.

然后我们接下来要介绍的是一个快讯。我们从领英上的一篇帖子中得知，可能是几天前，我想是索耶在今天的X频道上引起了对此的关注，就是洛杉矶卫生部门新增了22辆Model 3车辆，总价值大约一百万美元。基本上，他们发现这是他们能够以这个价格购买到的最好的全能车型，并且非常满意订购流程中的诸多方面。他们强调了这个车型所具备的里程成本，Tesla高效的订购流程，与过去其他车队订购过程中存在的限购窗口相比，与特斯拉团队的无缝通信。这是一个值得看到的好现象，因为特斯拉在这方面经常受到批评，即快速交付。他们说，只用了14天就完成了所有车辆的交付，而这些车辆都是在在线订购后交付的。相比之下，传统汽车制造商可能需要三至六个月或更长时间交付，再加上几个月的车辆等待销售，以及对细节修饰等事项的注意。所以，相比之下14天的交付时间，显然天差地别。总而言之，他们表示传统汽车制造商需要提高竞争力。所以，这是来自洛杉矶市卫生部门的一些赞誉，希望其他车队买家也能注意到这样的事情。

And then we do have a couple of incentive updates. We had previously talked about this possibility, maybe a couple of weeks ago, Germany has now ended their electric vehicle credit program based on some changes to their budget after court ruling, basically repurposed or I guess cut some funds that were previously a part of the budget for I guess green initiatives.

然后我们确实有一些激励政策更新。我们之前曾讨论过这种可能性，大概是几周前，德国现在结束了他们的电动车辆信贷计划，这是基于一些法院裁决后对预算的一些变动，基本上重新分配或者砍掉了之前用于绿色计划的一些资金。

Those have now been cut. And as a part of that, the EV subsidy has been cut as well. And very suddenly there was only about a day or two notice here. Tesla, because of that has said that they are going to be honoring that subsidy. Tesla compensating for it basically out of Tesla's pocket until the end of the year, which was originally kind of the earliest we thought this might change. And I think it stepped down at the beginning of the year. So there was already sort of that urgency for buyers to maybe take delivery. I think Tesla wanting to still take advantage of the urgency because they probably have a lot of people in that situation that were hoping to do that. And then of course, with this going away next year, it's probably going to create one of those demand pockets that we talk about from time to time for buyers in Germany.

这些已经被削减了。作为这个过程的一部分，电动汽车补贴也被削减了。突然地，在这里只有大约一两天的通知时间。因此，特斯拉表示他们将会兑现这一补贴。特斯拉将在今年年底之前自掏腰包进行补偿，这原本是我们认为可能发生这种变化的最早时间点。我想在年初时就已经有这种紧迫感了。所以，对于希望交付的买家来说，特斯拉可能仍然希望利用这种紧迫感，因为他们可能有很多人处于这种情况下。当然，明年这个福利消失后，对于德国买家来说，可能会创造出我们时不时谈论的需求高峰之一。

So I think that'll level out over time, but obviously that puts margin pressure on Tesla here with having to compensate for that and longer term with the removal of the subsidies.

所以我认为随着时间的推移，这种情况将会平稳下来，但显然这给特斯拉带来了较大的利润压力，因为他们必须要弥补这一损失，并在长期内应对补贴的撤销。

In Canada, potentially a little bit better, better news on the EV credit front. This release from CBC.ca talks about Ottawa. I think it is talking about a federal level though. They say that CBC News has learned that Ottawa will release final regulations to ensure that all new passenger cars sold in Canada by 2035 are zero mission vehicles. And they're going to help along with that process through the implementation of some EV credits. It says manufacturers will earn those credits based on the number of low or no emission vehicles they sell. Those credits can be bought and sold to other companies like we see many other regulatory credit structures work.

在加拿大，关于电动车税收方面的消息可能会稍微好一点。来自CBC.ca的这篇报道谈到了渥太华（Ottawa）。我想它是在谈论联邦层面的。报道称，CBC新闻获悉，渥太华将发布最终法规，确保到2035年，加拿大销售的所有新乘用车都是零排放车辆。他们将通过实施一些电动车税收来帮助这个过程。报道称，制造商将根据销售的低排放或零排放车辆的数量获得这些税收。这些税收可以像其他许多监管性税收机制一样被购买和出售给其他公司。

So they also point out that automakers can earn more credits if they help with building out EV charging infrastructure. Hopefully, Tesla would be a party to earning some credits from that, that part of the structure as well. And then again, noting that they can purchase credits if they want. So good to see that. And this will sort of step up by year as we've seen again with other structures. Regulations are going to apply to model year 2026. So sort of end of 2025 sales targets will increase each year until 2035 and model year model year 2026 production year 2025. Increasing till 2035. I don't know if I got the dates right on that the first time.

所以他们也指出，如果汽车制造商协助建设电动汽车充电基础设施，他们可以获得更多的积分。希望特斯拉也能从中获得一些积分，也参与该基础设施的建设。另外，他们还指出，如果需要的话，他们可以购买积分。真好看到这个。并且随着其他规定的出台，这一措施也会逐年逐步加强。规定将适用于2026车型年度。所以到2025年底，销售目标将逐年增加，直到2035年和2025车型年度模式的生产逐年增加，直到2035年。我不确定我第一次是否正确记住了日期。

The federal government wants 20% of all vehicles sold to be zero missions by 2026. That target rises to 60% by 2030 and then of course, 100% by 2035. So these credits will help create an incentive to do that and obviously test the well position to take advantage of those. We should hear a little bit more about this later this week.

联邦政府希望到2026年，销售的所有车辆中有20%是零排放车辆。这个目标到2030年将提高到60%，然后当然会在2035年达到100%。因此，这些积分将有助于创建这一激励机制，并在技术上为我们抓住这些机遇做好准备。我们应该在本周晚些时候能听到更多相关的信息。

Minor point here, but automotive news via Reuters reporting that the head of NHTSA has stepped down. So this is right after, of course, the Tesla recall for the autopilot updates and things like that. The headlines are description of this kind of pairs it. It's really not paired. I don't think because apparently she is stepping down because she was an acting header, a temporary head of the organization and they are limited to being able to be in that position for two years, which we've now come to the end of or getting close to coming to the end of. I guess she's only run it since September, 2022. I think I read that differently the first time I read this, but told employees you will leave her post on December 26 because of a law limiting how long officials can remain as temporary officials. So that seemed to be the reason of the step down, but of course, just timing wise, tied in a little bit with the Tesla recall in some, some media reports today.

小细节，但涉及汽车新闻，据路透社报道，NHTSA（美国国家公路交通安全管理局）的负责人已经辞职。当然，在特斯拉召回自动驾驶更新等事情之后，这就是发生的情况。标题对此进行了描述。但我认为这并不是因为特斯拉的召回而辞职的原因。她之所以辞职是因为她只是这个组织的代理负责人，根据规定，代理职位只能担任两年，而我们现在已经接近或即将结束这两年期限。我记得我第一次读这篇报道的时候对此有不同的理解，但她告诉员工，她将在2022年12月26日离职，因为法律规定临时官员的任职时间有限。所以看起来这是辞职的原因，但当然，时间上与特斯拉的召回有些关联，一些媒体今天报道了这一点。

In terms of the implications, tough to say, you know, could be good, could be bad, depends on whoever steps into that position in their opinions. So we'll see on that.

就涉及到意义而言，很难说，你知道的，可能是好的，也可能是不好的，取决于接任者的观点。所以关于这一点我们拭目以待。

And then lastly, not specific to Tesla, but an update on X here, the European Commission has announced that they are opening formal proceedings against X under the Digital Services Act. So they're assessing whether or not X may have breached that act. They say that the proceedings will focus on a number of different areas here. Each individually, I thought were pretty interesting. So we'll go through through these.

最后，不针对特斯拉的最新消息是，欧洲委员会宣布他们正在根据数字服务法对X进行正式调查。因此，他们正在评估X是否违反了该法律。他们表示，这个调查将侧重于几个不同的领域。我个人认为每个领域都很有趣，接下来我们就逐个讨论一下。

They say the compliance with the DSA obligations related to countering the dissemination of legal content in the EU, relating to some of the things that have gone on, you know, of course, recently. So just they also add, including in light of X's content moderation resources. That part, I think focusing on just reports of, you know, sorry, reports of X, reducing headcount on things like content moderation. X is pushed back on some of those, but that's one of the areas that they're looking at.

他们在说，根据欧盟相关法律内容传播计数义务的合规性问题，与一些最近发生的事情有关。当然，他们还补充说，考虑到X的内容管理资源，包括X对减少内容管理工作人员的报道。在这方面，我认为他们主要关注的是X的报道，尽管X对此提出了反驳，但这是他们正在关注的领域之一。

They also say the effectiveness of measures taken to combat information manipulation on the platform, notably the effectiveness of X's so-called community note system in the EU and the effectiveness relating to related policies, mitigating risk to civic discourse and electoral processes.

他们还表示，在平台上采取的打击信息操纵措施的效果，特别是X在欧盟所谓的社区笔记系统的有效性，以及与相关政策相关的有效性，有助于减轻对公民讨论和选举进程的风险。

This one's interesting because I think community notes in general, it's a pretty well regarded system. It's my impression of it at least. And certainly I have a favorable, favorable opinion. So I think seeing that as an area that's being investigated, it does seem a little bit of a double standard because, you know, community notes, even if not perfect and no system is, certainly seems like it would be better than the alternative of not having a system like that, which the vast majority of media or social media currently operates as, you know, why are they not being held to that standard? If we're going to take a look at community notes and say that, you know, there may be some instances where things are incorrect or manipulated or something like that. Certainly there are things that are manipulated in other ways in other forms of media too.

这个问题很有趣，因为我认为社区笔记一般来说是一个相当受人尊重的系统。至少这是我对它的印象。而且毫无疑问，我持有非常好的看法。因此，我认为将其作为一个被调查的领域，似乎有点双重标准，因为你知道，社区笔记，尽管不完美，但任何系统都不完美，肯定比没有这样的系统要好，而目前绝大多数媒体或社交媒体都是如此运作的，为什么他们不被应用同样的标准呢？如果我们要审视社区笔记，并说可能有一些情况下出现错误或被操纵等情况。当然，在其他形式的媒体中也有被操纵的事情。

So not sure on that point, the measure is taken by X to increase the transparency of a platform of its platform, the investigation concerns suspected shortcomings and giving researchers access to access to publicly accessible data as mandated by mandated by article 40 of the DSA, as well as shortcomings and X's ads repository.

不确定在这一点上，X采取措施增加其平台透明度的措施，调查涉及怀疑的缺陷，并根据DSA第40条的要求向研究人员提供对公开可访问数据的访问权限，以及X的广告库的不足之处。

Again, this seems relatively nitpicky because I don't think there are many other social media platforms that have pretty much pretty much published their entire algorithm. Like X has. Maybe there are some areas that they can improve that, which fair enough, if so. But again, I think in general, transparency from X is probably quite a bit higher than others.

再说一次，这似乎是相当挑剔的，因为我不认为还有其他社交媒体平台几乎几乎公布了它们的整个算法。就像X一样。也许他们在某些方面还有改进的空间，如果是这样的话，那也很好。但我再次认为，总的来说，X的透明度可能要比其他平台高得多。

And then they say a suspected deceptive design of the user interface, notably in relation to checkmarks linked to certain subscription products, the so-called blue checks. Deceptive design for having a blue check for someone that paid seems like a, I don't know, that just seems blatantly wrong. Yes, it's different than how it was before, but the system is very clear. So I don't really see how there could possibly be an issue with that one, but I guess we'll see.

然后他们说用户界面存在疑似欺骗性设计，尤其是与某些订阅产品相关联的选中标记，即所谓的蓝勾标记。对于一个已经付费的人拥有蓝勾标记的欺骗性设计好像是，我不知道，那似乎显然是错误的。是的，与之前不同，但系统非常清晰明了。所以我真的看不出可能出现问题的地方，但我想我们将会看到的。

So in general, these don't seem the strongest to me, but we'll see what the, you know, what the proceeding comes up with. All right, that'll wrap it up for today. Kind of a long one, but wrap it up. As always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on X at Tesla podcast and we'll see tomorrow for the Tuesday, December 19th episode of Tesla Daily. Thank you.

总的来说，对我来说这些看起来不是最有力的，但是我们会看看接下来会发生什么。好了，今天就到这里。虽然有点长，但结束了。感谢您一如既往地听。一定要订阅并开启通知。您还可以在X上找到我，那是有关特斯拉的播客。明天我们将会发布12月19日星期二的特斯拉日报。谢谢。