“Normal” Cybertruck Deliveries Begin, Reuters Investigation, Wiper Update

Hey everybody Rob Bauer here and today we've got some exciting updates on the cyber truck. We'll also talk a little bit about a special investigation from Reuters. We've got some auto wiper updates which would be nice to see and a few other items as well.

大家好，我是Rob Bauer。今天我们有一些关于Cybertruck的令人振奋的更新。我们还会谈一点路透社的一项特别调查。我们将会介绍一些自动雨刷的更新，这将是很不错的改进，还有其他几个项目。

Alright looking at the stock, tough day in the market, tough day for Tesla, Tesla down 3.9% today closing at $247.14. You can see the drop a little bit after noon today and similar drop in the NASDAQ around that time as well. Tesla had started to underperform a bit before that but you know in general, tougher close to the market today. Not sure exactly what drove that. If you know NAS thoughts on that definitely feel free to share those in the comments today but we'll see if things improve tomorrow.

看看股市，市场今天不太好，对特斯拉来说也是艰难的一天，特斯拉股价今天下跌了3.9%，收于247.14美元。可以看到股价在今天中午后稍微下跌了一点，那个时候纳斯达克也有类似的下跌。特斯拉在那之前已经开始表现不佳，但总体来说，今天是市场接近下跌的一天。目前还不清楚是什么因素导致了这种情况。如果你了解纳斯达克的看法，欢迎在评论中分享，但我们将看看明天是否会有好转。

Alright we do have some exciting news though for the cyber truck. It looks like real or normal or however you want to define it cyber truck deliveries have started to begin the test browser channel on YouTube publishing a video of a first delivery here to presumably regular customer. I think Zach and Ella are their names here and just great to see how much fun they're having driving the cyber truck around off the lot today. So exciting for them, exciting for all of us as well.

好的，我们确实有一些令人兴奋的新闻关于Cyber Truck。看起来真实或正常或者无论你想如何定义它，Cyber Truck的交付已经开始，在YouTube上通过测试浏览器通道发布了一段第一次交付的视频，预计是给普通顾客。我想这里的人名是Zach和Ella，在今天看到他们驾驶Cyber Truck离开展厅非常开心。对他们来说是如此令人兴奋，对我们所有人来说也是如此令人兴奋。

With of course this being you know only three weeks or so after the first delivery event which of course is going to generally be going to you know early supporters of the company, people that maybe have close ties to the company as well. And then maybe employees is kind of what we sort of would normally expect. So for this to be extended now to just general regular customers is is extremely exciting in terms of the prospect for where that is where that reflects Tesla's ramp being.

当然，这是在首次交付活动之后的大约三周左右，通常会面向公司的早期支持者，可能与公司有密切联系的人，以及员工。而现在将其扩展给普通客户，就特斯拉的发展而言，具有极大的激动和前景。

With the product this complex and with the sort of delays that we have seen it wouldn't have been very surprising to see Tesla do sort of a sort of a ceremonial delivery event and then wait a little bit longer for really deliveries to ramp up from that point. Now that we are seeing these go to again regular customers though I think that's a just that the ramp should be progressing probably pretty quickly which is exciting.

这款产品非常复杂，并且我们已经见证到了一些延迟，所以即便特斯拉举办一种仪式性的交付活动后再稍微等待一段时间来逐步增加交付数量的情况也不足为奇。然而现在我们看到这些产品开始被普通消费者购买，我认为这表明交付速度应该会相当快地增长，这非常令人兴奋。

So just in terms of how that reflects on the ramp it's I think it's exciting and hopefully we'll be getting you know first impressions from drivers like this of the cyber truck to outside of just the handful of reviews that we've got so far. So definitely exciting to see that we also have Ryan Torres on Instagram that also shared a post looks like they took delivery of a cyber truck as well they've got a truck loaded dogs back there and they tagged their VIN number four for eight here as well. So again a couple of reports of this happening today.

就从这方面来看，我认为这非常令人兴奋，希望我们能够收到更多司机对于塞博卡车的第一印象，而不仅仅是我们目前所获得的少数几份评论。所以看到今天也有一些报道说也有人收到了塞博卡车，非常令人振奋。Instagram上的Ryan Torres也分享了一篇帖子，看起来他们也收到了一辆塞博卡车，车上还装了一些小狗，他们也标记了他们的VIN编号为448。所以又有几份报告说今天也有人收到了卡车。

Also in good signs we saw another update from Joe Tagmire as we've been seeing so frequently lately of lots full of cyber trucks at Giga Texas which again hopefully reflects pretty positively on the ramp in general. Now like I said we could have been seeing a ceremony or ramp I think we got a little bit of clarity just from the sort of access that Tesla gave at the actual delivery event to the production facility what we have seen since then was Sandy Monroe touring the factory it really does seem like Tesla's got this ready to go so you know this is another encouraging sign of that as well.

在好的迹象中，我们看到了乔·塔格米尔的另一则更新，最近我们频繁地看到很多Cybertruck停满了特斯拉德克萨斯超级工厂的景象，这再次对总体的产量提升带来了积极的反映。现在，正如我所说的，我们可能一直在看到一场庆典或新产品推出的过程，我认为从特斯拉在实际交付活动中对于生产工厂的准入控制中，我们获得了一些清晰的线索，而自那以后我们看到的是桑迪·门罗参观该工厂。确实看起来特斯拉准备好了，所以这也是另一个令人鼓舞的迹象。

All right and then also on the cyber truck today we've got some complementary words being shared by Italian designer Georgecho I knew I was gonna mess this up. Georgecho Giudjaro something around there not my forte but this is the designer of the DeLorean. So probably not terribly surprising that he has complementary words about the cyber truck but today he called it the Picasso of automobiles. Notice noted that the similarities with Picasso were that he was the artist of decomposition of reality and felt that the cyber truck also sort of embodied that completely destroying all expectations of how a pickup truck should look when it obviously looks like the cyber truck. So some very complementary words being shared there said quote it will be hugely successful because people want to stand out it does not represent the search for harmony and perfection but for emotion and robustness and also added quote I give Elon Musk credit for having courage and understanding people's designer desire to stand out.

好的，然后今天在Cybertruck上，我们有一些来自意大利设计师Georgecho的赞美之辞。我知道我会搞砸这个名字的发音。Georgecho Giudjaro差不多在那个范围内，这并不是我的强项，但他是DeLorean的设计师。所以他对Cybertruck有一些赞美之词并不令人意外，但今天他称其为汽车界的毕加索。他注意到与毕加索的相似之处在于，毕加索是现实的解构艺术家，而他觉得Cybertruck也在某种程度上体现了这一点，它完全打破了人们对皮卡车外观的所有预期，而显然它看起来像Cybertruck。因此，他分享了一些非常赞美的话，说：“它将非常成功，因为人们想要与众不同，它不代表对和谐和完美的追求，而是代表对情感和坚固性的追求。”他还补充道：“我要赞扬埃隆·马斯克，他有勇气并理解人们对设计的渴望，希望与众不同。”

So of course Franz today also shared his thoughts on this he says words from a legend a childhood hero and a continued source of inspiration so nice to see that for the Tesla design team for Elon the whole crew. Very exciting praise there.

当然，弗兰茨今天也分享了他对此的想法。他说这些话来自一位传奇人物、童年英雄和不断的灵感来源，对于特斯拉设计团队和埃隆来说，这是非常美好的事情。非常令人兴奋的赞扬。

All right and then the other sort of related update we've got here make sure I didn't miss one there. I guess not related here but the next update we've got is on auto wipers with autopilot or FSD. This has been a source of frustration I think for many people for a long time. It can be a little bit annoying at times Robert Skobull today noting that the neural network that runs the windshield wipers on my Tesla just had a major update six years after my buying the car wipers are way better today thanks to AI. Elon commented on this and said true.

好的，接下来我们要讨论的一个相关更新是关于自动雨刷与自动驾驶或全自动驾驶系统（FSD）的。我想这对许多人来说一直是一个令人沮丧的问题。有时候它可能会有点让人烦恼。Robert Skobull今天提到，控制我特斯拉车前挡风玻璃雨刷的神经网络经过了一次重大更新，正是在我购车后的六年里，如今的雨刷效果要好得多，这要感谢人工智能。埃隆对此进行了评论，并表示这是真的。

So like we talked about with the release of FSD beta whatever dot version we're on these days with the release of that this wasn't a particular release note but like we had talked about sometimes there are things in there that Tesla doesn't call out in the release notes and from Elon's comment here this seems to be one of those items. So I haven't had a chance to test this personally I saw a few people on X saying that this was improved hopefully that's the case. We'll wait to hear a little bit more feedback on that but I think a very exciting update for many people if that is true and then in addition to this it sounds like also I've not confirmed this but it sounds like you can now actually turn off auto wipers on autopilot or on FSD which previously had not been the case.

所以，就像我们谈论的那样，随着FSD beta的发布，无论是我们当今所在的任何dot版本，这个发布说明并不特别，但是，像我们之前谈到过的，有时特斯拉的发布说明中会有一些特斯拉没有提及的内容，从埃隆在这里的评论来看，这似乎就是其中之一。所以我还没有机会亲自测试这个，但我在X上看到一些人说这个有所改进，希望如此。我们还要等待更多的反馈意见，但如果这是真的，我认为对很多人来说是一个非常令人兴奋的更新。此外，据说（尚未确认）您现在可以在自动驾驶或FSD模式下关闭自动雨刷，而以前是不可能的。

So I think that would be a welcome change for people that still aren't finding this to be exactly what they're liking but hopefully the need for that would be reduced with this update. So let me know your thoughts on that if you are seeing any difference in your vehicle.

所以我认为对于那些仍然不太喜欢现状的人来说，这将是一个受欢迎的改变，但希望通过这次更新，对此需求的减少。所以如果您发现车辆有任何变化，请告诉我您的想法。

Next we've got a new credit partnership for Tesla. Tesla's partnered with Origins which is a credit union services company essentially so they help you know link companies with credit unions. The largest or the leading credit union lending technology company they say has announced a partnership with Tesla to offer credit union financing for Tesla buyers directly via the Tesla website. So they say that this partnership will provide more options through credit union financing. So hopefully that ultimately leads to lower rates more affordable payments for Tesla customers and it sounds like that will be integrated directly into the checkout process on Tesla's site. Anything that you know helps bring those payments down obviously welcome especially during this period of time. So we'll see how that integration goes let's keep an eye on there.

接下来我们有一项新的信贷合作伙伴关系，是为特斯拉（Tesla）提供的。特斯拉与Origins合作，Origins是一家信用合作社服务公司，主要是帮助企业与信用合作社联系起来。他们声称，全球领先的信用合作社贷款技术公司宣布与特斯拉合作，通过特斯拉官网直接为特斯拉买家提供信用合作社融资。因此，他们表示这种合作将通过信用合作社融资为买家提供更多选择。希望最终能够降低利率，使特斯拉客户的付款更加经济实惠，听起来将直接整合到特斯拉网站的结账流程中。在这个时期，任何能够降低付款的帮助都是受欢迎的。因此，我们将看看这项整合的进展，请继续关注。

And then today a lot of headlines around a Reuters investigation so we tend to see these from times of time relating to Tesla. This one I think the simplest way to summarize this for people that didn't get a chance to read this today would be to say that Reuters you know got their hands on years of Tesla service records and really just did their best to pick out whatever could be you know maximally sensationalized as kind of how I would put it. So we can even see that in the headline Tesla blamed drivers for failures of parts that knew a long new word effective.

然后今天有很多关于路透社调查的头条新闻，我们通常会在一段时间内看到与特斯拉相关的这些报道。我认为，对于那些没有机会阅读报道的人来说，最简单的概括就是路透社获得了特斯拉多年的服务记录，并尽力挑选出可能引起最大轰动的内容。所以我们甚至可以从标题中看出，特斯拉将部件故障归咎于驾驶员，这是一个新的非常长的词语。

The use of defective here I think if you read through the whole article is their interpretation of Tesla service discussions or engineering discussions around how to make things better right. Of course there are going to be points of failure of course those points of failure are going to vary in frequency those that are more frequent Tesla is going to spend more time discussing they're going to put action plans into place to improve that product that's Tesla's whole MO is continual iteration and improvement.

我认为在整篇文章中，“有缺陷”的用法是指特斯拉公司对服务讨论或工程讨论的解释，即如何改进产品。当然，会有一些故障点出现，而这些故障点的发生频率会有所不同。对于发生频率更高的故障点，特斯拉会花更多时间进行讨论，并制定行动计划来改善该产品。这就是特斯拉持续迭代和改进的主要目标。

So if there are parts that are you know more frequent points of failure of course those are going to be discussed and you know tried to there's going to be efforts made to improve those over time. So that's certainly not how Reuters is framing it that is my assessment having read through the article and of course like I said maximally sensationalize it so as they tend to do like we have seen with things about autopilot before they'll pick out you know from they say you know tens of thousands of customers told Tesla about a host of part failures I mean yeah Tesla's got millions and millions of cars on the road now so of course there's going to be tens of thousands of customers that have some sort of an issue with the vehicle and that is completely to be expected just percentage wise it's the automotive business this stuff is is part of the business so that's completely to be expected they say the automaker sought to blame drivers for vehicles abuse but Tesla documents show to track the chronic flaws and failures for years so again of course they're going to track points of failure that would be almost malpractice if they weren't doing that and then they try to frame it as though Tesla is just ignoring customers not paying for any fixes or things like that but in their very own article they talk about how two-thirds of these parts they were highlighting they highlighted a number of different areas but two-thirds of this specifically were replaced under warranty for that example they say Tesla paid for most of the 120,000 vehicles repaired under warranty in this example so they try to present it as though Tesla is making the customers liable for these you know defective quote-unquote parts while still sort of sliding in there that Tesla is covering the majority of these under warranty so I just found it to be a little bit you know misleading I guess to be kind

如果存在更容易出现故障的部件，当然会对其进行讨论，并且会努力改进。所以这并不是路透社的报道方式，这是我在阅读文章后得出的结论。当然，他们会尽可能地夸大报道，就像我们之前在自动驾驶方面看到的一样，他们会挑出无数车主向特斯拉反映零件故障的情况。当然，特斯拉已经有了数百万部汽车在路上行驶，所以当然会有数以万计的车主遇到某种问题，这是完全可以预料的，百分比上来说，这是汽车行业的一部分。他们说这家汽车制造商试图将车辆滥用的责任归咎于驾驶员，但特斯拉的文件显示多年来一直追踪着这些长期存在的缺陷和故障。当然，他们会追踪故障点，如果不这样做，几乎可以看作是渎职。然后他们试图将其描述成特斯拉只是忽视客户，不为任何修理付费等等，但在他们自己的文章中，他们谈到了其中的三分之二零部件是在保修期内更换的。他们强调了不同的问题，但在这个例子中，三分之二的问题在保修期内得到了更换，他们试图将其呈现成特斯拉让顾客对这些所谓的有缺陷的部件负责，但又稍稍地提到，特斯拉会在保修期内修理大多数问题。我认为这有点误导性，友好地说。

Here's another case where we actually get some statistics from Tesla's perspective from a case with the a part of the suspension Tesla said that the occurrence of such failures in China where they were actually forced to do a recall that we had talked about on one of these parts was approximately 0.1 percent and elsewhere outside of China less than 0.05 percent so exceedingly rare nitzas looked into this has not requested Tesla to do a recall in this part yet again just one of the parts that they're talking about in this report and as we know nitza of course no stranger to working with Tesla no stranger to putting some pressure on Tesla to issue recalls like we have just seen earlier this week on areas that they feel are unnecessary so again I think it's really just writers got their hands on some some service records from a number of years looked in there to find what they could sensationalize the most of course they pick out very specific antidotes from individuals that perhaps happen to be the least unlucky or were the least well taken care of in terms of service certainly there are going to be issues right no company is perfect I'm sure there are customers that have had a poor experience with Tesla that probably have not been treated fairly and obviously you want that to be zero and work towards getting that as close to zero as possible but we again we have millions of customers an organization with hundreds of thousands of people I think sometimes things like that are expected to happen so without nitza or without writers here being willing to share kind of the full set of data that they have which you know they'd have to anonymize and things like that but unless they're going to present it in a way like that I think it's difficult to to put much weight in in an article or in a quote unquote investigation like they have said here so feel free to read through that and and form your own opinion but that was kind of mine after spending some time working through it all

这是另一个案例，在这个案例中，我们从特斯拉的角度实际上获得了一些统计数据。特斯拉在中国遇到了悬挂部件的故障，他们实际上被迫召回了我们之前提到的这些部件，发生故障的概率约为0.1％，而在中国以外的其他地区则低于0.05％，所以非常罕见。尼萨调查了此事，尚未要求特斯拉对此部件进行召回，只是在这份报告中谈到的其中一个部件。正如我们所知，尼萨与特斯拉合作已经很久，对特斯拉施加一定压力，要求召回一些他们认为不必要的部件，就像我们本周早些时候看到的那样。所以我认为这只是作家们从一些年份的服务记录中找出了一些材料，尽可能夸大其词。当然，他们从一些个人身上选择了非常特定的个例，可能这些人是最不幸运的，或者在服务方面得到的关照最差。当然，任何公司都会遇到问题，没有一家公司是完美的。我相信肯定有一些顾客在特斯拉那里有过糟糕的经历，可能没有得到公平对待，显然我们希望这种情况为零，并致力于将其降至最低。但我们有数百万的客户，拥有数十万的员工，我想有时这种事情是可以预料的。所以，如果尼萨或作家不愿意分享他们拥有的完整数据，他们可能需要对其匿名等等，除非他们以这样的方式呈现数据，否则很难对这样的文章或所谓的调查产生太多的重视。请随意阅读，并形成自己的观点，但这是我在花费了一些时间研究之后得出的观点。

right next up we got a report from Bloomberg talking about employee compensation so it reads that Tesla managers told some salary employees that the company isn't offering merit-based equity awards this year the company didn't give a reason for the change but four employees from different departments told Bloomberg they believe the move was widespread some employees some Tesla employees who reached the end of their four year vesting cycle though were given stock quote unquote refreshers in order to keep their total compensation competitive I don't exactly know what a stock refresher would be maybe just a you know an RSU restricted stock you know that they previously would have been granted on the system maybe that's just going to a more select group in this case um a little bit unclear to me so on this you know Tesla from time to time will change compensation all organizations will do that of course when we're talking about bonuses bonuses are something that have to be earned Tesla this year of course has had a tougher year than I think they would have expected from a profitability perspective.

接下来我们来看一份彭博社的报告，讨论员工补偿问题。据报道，特斯拉的经理告诉一些有固定工资的员工，公司今年不会提供基于绩效的股权奖励。公司并没有给出改变的原因，但彭博社采访了来自不同部门的四名员工，他们认为这一举措是全面推行的。然而，一些已经完成了四年归属周期的特斯拉员工仍然会得到“更新”的股票，以保持他们的总体补偿竞争力。我不确定“更新”的股票具体指的是什么，可能就是之前他们获得的受限股票（RSU），可能这次只会面向更有限的人群。对我来说还有些不太清楚。特斯拉会不时调整员工补偿，当然所有组织都会这样做。当谈到奖金时，奖金是需要通过业绩来获得的。今年，特斯拉的盈利状况比他们预期的要困难。

At least from a production standpoint, we don't know what their internal targets were elanted. You know, of course they set the public guidance of 1.8 million elanted and expressed hopes to get to 2 million or so for the year. And I'm not sure exactly, you know, I'm sure it varies by position, how Tesla would structure those awards. But you know, if a company misses their internal projections, their internal plans, then that could impact, of course, compensation through the bonus structure, which is part of why it exists in the first place. So, you know, we'll see if we hear any more about this, of course. Yeah, I think we all want Tesla employees to be very fairly compensated. As you know, in general, the company is doing excellent great work, so hopefully that is the case, but also important to acknowledge those things as well. So we'll see on that, see if any more information comes out, give us some clarity on how those structures have changed.

至少从生产角度来看，我们不知道他们内部的目标是什么。当然，他们设定了1.8百万辆销售的公开指引，并表达了希望达到或接近2百万辆的期望。关于特斯拉如何构建这些奖励，我不确定每个职位都有所不同。但是，你知道，如果一家公司无法达到他们的内部预期和计划，这当然会影响奖金结构，而这也是为什么它首先存在的一部分。所以，我们将看到是否还会有更多关于这个问题的消息。是的，我认为我们都希望特斯拉的员工得到公平的报酬。正如你所知，总的来说，这家公司的工作表现非常出色，所以希望情况是这样，但也重要的是承认这些问题。所以就等待消息的进一步明确，看看这些结构是否有所改变。

And then a couple more updates here. CNBC reported today that Tesla is in the actually the number one most inflowed company this year in terms of basically the difference between buys and sells for assets that have traded Tesla. So that would really come from volume and then, you know, obviously the difference in share price and valuation over time. If you're isolating on 2023, obviously Tesla started at a low position, had, of course, high volume as it generally uses it generally does, and Tesla gained a lot because it happened to start from such a low point on January 1st this year. So not too surprising. Again, this is something that Tesla is relatively consistently high on for the last couple of years. I don't know how important this is, net inflows isn't an area that I spend a lot of time thinking about. It's probably more of a technical analysis type of an area, but thought I'd point that out and share some of my thoughts on that.

然后这里有一些更多的更新。CNBC今天报道称，特斯拉在今年实际上是流入最多的公司，主要是指特斯拉交易的资产的买卖差额。所以这主要是由交易量以及随时间推移的股价和估值的差异所引起的。如果你把目光集中在2023年，很明显特斯拉开始时处于低位，当然拥有较高的交易量，因为通常情况下特斯拉就是这样，并且特斯拉因为恰巧在今年1月1日从如此低的点位起步，所以取得了很大的收益。所以这并不令人太惊讶。再次强调，特斯拉在过去几年中一直相对较高。我不知道这有多重要，净流入并不是我花很多时间考虑的领域。这可能更多是一种技术分析类型的领域，但我想指出并分享一些我的想法。

And then just a couple more items here. So Toyota announced a recall today of a million vehicles. You know, I've read a number of comments of people having casual conversations with acquaintances and things like that about the Tesla recall. And of course, you know, people are always curious to hear thoughts on, you know, owner's perception of that until they learn that it's just a software update. There's often the sort of double standard accusation of, oh, you know, you're not going to hear about this Toyota recall. If you do actually search for this Toyota recall, you're going to see headlines about it though from sort of all major media sources. So I don't know if that's the best or fairest way to put it, but of course Tesla's just going to naturally attract a lot more attention. More people are going to talk about it in general, so there's going to be more awareness of that than a Toyota recall, which is a million vehicles here, over a million vehicles, and of course not an over their update, an actual recall that requires people to take their car in and get it fixed. So, you know, just part of the car industry again. Recalls happen and they happen to all brands.

然后，这里还有几个项目。所以丰田今天宣布了一次召回100万辆车的行动。你知道，我读过很多关于人们与熟人之间的闲聊以及有关特斯拉召回的评论。当然，人们总是很好奇听听车主对此的看法，直到他们得知这只是一个软件更新之后。通常会有一种双重标准的指责，说哦，你不会听到丰田的这次召回。如果你真的搜索一下丰田的这次召回，你会看到所有主要媒体都有相关新闻报道。所以我不知道这是最好的还是最公平的描述方式，但当然，特斯拉自然会吸引更多的关注。更多的人会普遍讨论它，所以在它的召回问题上会有更多的关注度，而丰田的召回则涉及超过一百万辆车，当然也不只是一个软件更新，而是需要车主把车送去修理的实际召回行动。所以，这只是汽车行业的一部分。召回行动发生在所有品牌身上。

Right next, we've got an update on Waymo. They gave a safety update today, saying that Waymo significantly outperforms comparable human benchmarks over 7 plus million miles of rider-only driving. 7 plus million miles suggest that sort of over the last quarter or so, they've been at about a million miles per month. So that kind of gives you an idea of their sort of run rate for autonomous vehicle rides. Interestingly, they do point out - let me get down there - they say that's their safety assessment points to an 85% reduction or about seven times lower crash rate involving any injury from minor to severe or a 57% reduction or 2.3 times lower in a police-reported crash rates for these seven million miles that they have traveled.

紧接着，我们来看一下Waymo的最新情况。他们在今天发布了一项安全更新，称Waymo在超过700万英里的仅乘客驾驶中表现明显优于可比较的人类基准。700多万英里意味着大约在过去的一个季度左右，他们每个月约行驶100万英里。这可以让你了解他们自动驾驶车辆行驶的速度。有趣的是，他们指出，根据他们的安全评估，人员受伤事故的发生率降低了85%，从轻微到严重事故的发生率降低了7倍，警方报告的交通事故发生率降低了57%，即降低了2.3倍，这些数据是他们行驶的这700万英里中的情况。

Now, crews had released similar statistics like this, so it's always important to kind of pay attention to how they're reporting things. They do say that to make sure the human crash data is valid and comparable, the injury and property damage benchmarks in their 7 million mile study, either included underreporting adjustments for police-reported crashes or were derived from naturalistic driving study databases.

目前，机组释放了类似的统计数据，因此重要的是要留意他们是如何报告事故数据的。他们表示，在他们700万英里的研究中为确保人员事故数据的有效性和可比性，无论是通过对警方报告的事故进行了低报记录调整，还是从自然驾驶研究数据库中提取的数据来确定伤害和财产损失的基准值。

So they're saying that the data that they're comparing with isn't really real data, it's adjusted data to try to get it as close to real as possible because there's certainly imperfect data when trying to make these comparisons. So it's not an unfair thing to do, and in fact, it's probably the right thing to do. But whenever an adjustment is made, it opens up the opportunity for that adjustment to skew how the comparison looks. So just something to keep in mind.

所以他们说，他们与之进行比较的数据并不是真实数据，而是经过调整的数据，以尽可能接近真实情况，因为在进行这些比较时肯定存在不完善的数据。所以这并不是一件不公平的事情，事实上，这可能是正确的做法。但是，每当进行调整时，就会有可能使比较结果产生偏差。所以这只是需要牢记的一点。

I think I have a little bit more faith in Waymo to properly make that assessment than I do with crews, and they did get a little bit of a validation statement from the IIHS with their chief research officer saying that these reports represent a good faith effort by Waymo to evaluate how the safety of its autonomous driving system compares with the safety of humans. driving the results are encouraging and represent one step and are evolving understanding of autonomous driving safety so for whatever that's worth a little bit of validation from a third party and they did publish their sort of methodology in more detail as well.

我认为我对Waymo的评估比对人工操作的乘员更有信心，他们也得到了IIHS的首席研究官的认可，他表示这些报告是Waymo诚心诚意评估其自动驾驶系统安全性与人类自动驾驶安全性相比的努力。这些结果是令人鼓舞的，并代表着对自动驾驶安全性的理解在不断发展。因此，无论价值如何，这是来自第三方的一点验证，并且他们也更详细地公布了他们的方法论。

Alright just calendar item here Kathy would announced on X that she is going to be joining Elon Musk on X spaces later this week so seeking out questions. I don't know when the exact date or time of that would be I don't think that's been announced but something to keep an eye on for later this week and then SpaceX today did their static fire test for their next starship upper stage so well I don't know if they're going to do a static fire for the booster I would imagine they probably will but nice to see some progress here in terms of that next orbital test flight you know we're probably looking at sometime next year now at this point we've only got I think like 11 days left in the year but we'll keep an eye out for that and with the static fire here today a nice milestone towards that third orbital test flight but that are up and up for today so 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 Thursday December 21st episode of Tesla daily thank you.

好，这里是日历事项，Kathy在X上宣布她将在本周晚些时候加入埃隆·马斯克的X太空项目，所以正在寻求问题。我不知道确切的日期和时间，我认为这还没有公布，但这是本周晚些时候需要关注的事情，然后今天SpaceX对他们的下一代星际飞船上级阶段进行了静态点火测试，所以不知道他们是否会对助推器进行静态点火，我想他们可能会，但很高兴看到在这个下一次轨道测试飞行方面取得一些进展，我认为我们现在可能要等到明年了，今年只剩下11天，但我们会密切关注，而且今天的静态点火是通往第三次轨道测试飞行的一个很好的里程碑，但今天的消息就到这里，再次感谢您的收听，请确保您已订阅并设置通知，您也可以在X上找到我，这是特斯拉播客，明天我们将见到您，感谢。