FSD v12 Progress, Q4 Records, Upgrades, Public Relations

Hey everybody Rob Maurer here welcome back I hope everybody is having a great holiday season thank you for the flexibility on scheduling as of course the holidays are going on and I've got a lot of things to wrap up with other work before the end of the year so appreciate that but we've got a lot of catch up on here so let's jump right into it

大家好，Rob Maurer在这里，欢迎回来。希望大家度过了一个美好的假期季节。感谢大家在安排上的灵活性，毕竟节日期间大家都很忙，我也有很多其他工作要在年底前完成，所以非常感谢。但是我们还有很多事情要赶上，请直接开始吧。

Tesla on day to day down 3.2% closing at $253.18 a NASDAQ down about well I guess three one hundredths of a percent today so pretty much flat we did see a couple of days out of our performance for Tesla prior to this we're actually now with a drop today right around where we left off on Friday so not too much movement but we do have quite a bit of news again to catch up on.

特斯拉在日常交易中下跌3.2%，收于253.18美元，纳斯达克指数今日下跌了大约0.03%，基本上持平。在此之前，我们曾看到特斯拉的表现出现了一些不尽如人意的几天，但今天的下跌使得我们的股票回到了上周五的水平，所以波动不大。不过，我们还有很多新闻需要赶上。

Most exciting of that news I think is that Tesla has actually started to roll out FSD beta version 12.1 to more employees Tesla scope is saying that this has gone to quote unquote wave one which they say includes 15,000 plus personally owned Tesla employee vehicles so this would be a pretty massive expansion over version 12.0 presumably that went to I think just a very select group of Tesla employees. Elon did comment on this as well saying that version 12 is already on a lot of cars but given that it is a completely new architecture they're doing a lot of extra testing he said it works very well in California but needs more training for heavy heavy precipitation areas of course a lot of areas fall in that category but Tesla is going to be over fit for California in terms of the training data at least for a little bit and as I get more training data and feed that into version 12 which of course is the big update to N10 neural networks hopefully that will improve things in other regions as well. So very excited for this you know we we'd heard some targets from Tesla I don't know you know these were official targets or anything but we'd heard some rumors that Tesla was targeting end of the year for version 12 to be released this going to a broader group of employees makes it look like we are very close to that point at least.

我认为这条新闻最令人兴奋的是特斯拉实际上已经开始向更多员工推出FSD beta 12.1版本，特斯拉表示这已经进入了所谓的第一波，包括超过15,000辆特斯拉员工个人拥有的车辆，所以相比于之前的12.0版本，这将是一次相当大规模的扩展，而之前的版本只针对特斯拉的一小部分员工。埃隆也对此发表了评论，他表示12.0版本已经装在很多车上，但由于它是一个全新的架构，他们正在进行很多额外的测试。他说在加州它表现得非常好，但对于大量降水区域还需要更多的训练，当然很多地区都属于这一类别。至少在一段时间内，特斯拉在培训数据方面将会过分适应加州，随着我获得更多的训练数据并将其输入到12版本中，当然这是对N10神经网络的重大更新，希望这将改善其他地区的情况。所以对此非常兴奋，我们听说了特斯拉的一些目标，虽然不知道这些是否官方目标，但我们听到了一些传言称特斯拉目标是在年底发布12版本，并将其推广给更广泛的员工群体，这一消息看起来说明我们离那个时间点非常近了。

I think Tesla's scope had previously mentioned that they were now targeting in January maybe a couple of weeks ago so with this hopefully this testing goes well and maybe we end up seeing version 12 on customer cars within the next you know month or two. That would be really exciting of course with the huge update being you know N10 neural network zero with version 12 and I think we're all really excited to see the progress and see how things progress even from that point we shouldn't expect version 12 to be a flip of the switch immediately but hopefully it's the right architecture that can allow Tesla to continue to progress very rapidly from that point.

我认为特斯拉以前提到过，他们现在的目标是在一月份，可能是几周前，所以希望这次测试进行顺利，也许在接下来的一个月或两个月内我们就能在顾客的车上看到第12版了。当然，这个巨大的更新是指N10神经网络和第12版，非常令人兴奋。我们都很期待能看到进展，并且看到事情是如何从那个点开始进展的。不过我们不应该期望第12版能立刻改变一切，但希望它能提供正确的架构，让特斯拉能够在那一点上继续迅速进步。

So very excited about that update on version 12. We also got some good news on China insured vehicle numbers so the strength has continued with the week of December 18th through the 24th yielding 18,500 insured vehicles for Tesla in China. This is the second best of the year after last week had already been the second best of the year so this topped it a bit. This put the quarter up to 156,700 vehicles through 12 weeks. That's up 17% Q3 of 10% to Q2 up 28% to Q1 at this point in the quarter. It's actually pretty much in on par with the record from Q2 for total quarter depends if you're looking at actually a quarterly figure or 13 week figure usually we're comparing week over week numbers here so it's about 3000 short of that 13 week figure from Q2 but if we have another week of this caliber in the final week of the quarter then we could be looking at a plus 10% quarter above the previous record. So really exciting to see that strength continue. Hopefully we'll see another week of this as we close out the quarter.

非常为版本12的更新感到非常兴奋。我们还收到了关于中国保险车辆数量的好消息，所以强势持续到了12月18日至24日期间，特斯拉在中国的保险车辆达到了18,500辆。这是今年的第二好成绩，上周已经是今年的第二好成绩，所以这次又超过了上周的成绩。到目前为止，这使得第12周的销量达到了156,700辆。相比第三季度的10％和第二季度的28％的增长，这是17％的增长。实际上，与第二季度的总销量相比，它几乎是同样的水平，具体取决于您是在比较季度数据还是13周的数据，通常我们在这里比较的是周与周之间的数据。与第二季度的13周数据相比，仅差约3000辆，但如果我们在本季度的最后一周再有这样一个好的表现，那么我们可能会看到季度销量比以前的记录增长10％。非常令人兴奋地看到这种强势持续下去。希望在季度结束时我们能再见到这样一周的表现。

Now as we do that of course we do have the delivery and production report coming soon. We're going to do a bit of an abridged version of expectations here for this report. This report should come out on most likely Tuesday morning if Tesla's previous cadence is anything to go by. We'll watch out for that report on Tuesday morning. But as we can see here these are my expectations for production so we've got Q4 down here. Of course with China it's a little bit easier because we already have figures for October and November. So looking at those figures plus what we might do in December if we just assume similar production rates as November. We've actually got an extra day there so December could even be a larger number than what we saw in November. Could put the total quarter up to about 267,000 just out of gigashang high. Then if we look at the other factories we should have a little bit less downtime Berlin and Texas both had some downtime in the third quarter. We haven't really heard as many reports of that this quarter so I'm assuming there's going to be an increase for both of these factories. I have it as more significant in Texas.

现在当然会有即将发布的交付和生产报告。对于这个报告，我们将进行一个缩略版本的预期。如果特斯拉之前的速度仍然如常，这个报告很可能会在星期二早上发布。我们将在星期二早上关注这个报告。但正如我们在这里看到的，这是我对生产的预期，我们将进入到第四季度。当然，对于中国来说，这要容易一些，因为我们已经有了十月和十一月的数字。所以根据这些数字以及我们可能在十二月做的事情，如果我们假设生产速度与十一月相似，我们实际上会有一个额外的日子，所以十二月的数字甚至可能比十一月更大。这样一来，出自上海超级工厂的总季度产量可能达到约267,000辆。然后，如果我们看看其他工厂，柏林和得克萨斯的停工时间应该会少一些。在第三季度，这两个工厂都有一些停工时间，但在本季度我们没有听到那么多关于这方面的报道，所以我认为这两个工厂的产量会有所增加。我认为得克萨斯的增长会更明显一些。

For Lynn, I've got at about 50,000 which is just below 4000 per week accounting for maybe some downtime in there that's about what the production run rate would be. This would match with reports that we had heard previously that Tesla had sort of dropped production down after peaking at a higher rate of course which does fit with of course data that we had previously seen in prior quarters.

对于琳恩，我大约有50,000个，每周大约为4000个，这个数字考虑了一些停机时间，这大致是生产速度。这与之前听到的特斯拉在经历高峰后降低了生产速度的报告相符，当然这也与我们在前几个季度之前所看到的数据相符。

So my expectations are still relatively low for Berlin relative to what its ultimate capacity could be but at this time it seems like Tesla's slow playing it a little bit. They've said we've heard reports that maybe that relates to shifts and things like that.

所以，从最终潜力来看，我对柏林的期望仍然相对较低，但目前看来，特斯拉的发展速度似乎有点缓慢。他们说我们听到了一些关于工作班次和其他方面的报道可能与此有关。

Then for Texas there was downtime presumably for production upgrades in the third quarter. Hopefully we're seeing a higher yield from that factory this quarter. I've got production there at a little bit less than 5000 per week. Again maybe some downtime in quarter would give us about 60,000 from that factory.

然后在第三季度，德州工厂因生产升级而暂停运营。希望在本季度我们能从该工厂获得更高的产量。我在那里的产量略低于每周5000台。再次暂停可能会使我们从该工厂获得约60,000台。

Between the two I'm at about 110,000 and then if we hop out of three months again these are just estimates based on how these all fit together in each quarter. But I'm showing a slight decline as I assume Tesla is not going quite as hard on model S and X production. Remember we had those reports from Panasonic that production was being lowered for 18, 650 cells which go to the S and the X and we saw a big drop in production for the S and the X and Q3. So with those couple of changes I'm expecting another drop in S and X production to around 12,500 this quarter.

在这两者之间，我大约达到了110,000辆。然后如果我们再次回到三个月，这些只是基于每个季度中各个部分的整体配合而得出的估计。但我看到有一个轻微的下降，因为我认为特斯拉在S和X车型的生产上并不那么艰难。记住，我们从松下那里得到的报告显示18,650电池的产量正在下降，而这些电池正是供应给S和X车型的。而且我们在第三季度看到了S和X车型的产量大幅下降。所以考虑到这些变化，我预计本季度S和X车型的产量将再次下降到大约12,500辆。

And then I expect model three Tesla probably just not going quite as hard as they usually would as presumably were not too far off from a highland update in the US as well. So expecting Fremont to drop a little bit I wouldn't be surprised if it dropped even a little bit more than this.

然后我预计特斯拉的Model 3可能不会像通常那样销售得很火，因为很可能离美国的高地更新时间不会太远。因此，我预计弗里蒙特（特斯拉生产工厂）的销量会有所降低，甚至可能比这还要下降一些，这并不让我感到意外。

But altogether that's yielding about 509,000 vehicles produced which would be by far of course a record for production would be up 18% quarter over quarter but of course downtime less quarter and 16% year over year. That would put production well above 1.8 million for the year and then if we look at deliveries this is not my forecast so I've noted that here just to be clear.

但总计大约会生产509,000辆车，这当然是创纪录的，产量季度同比将增长18%，当然，季度间的停工时间减少了，年同比增长16%。这将使年产量超过180万辆，而且如果我们看一下交付情况，这不是我的预测，我在这里注明只是为了明确。

But if Tesla tries to get to their original guidance of 1.8 million vehicles per year or for 2023 rather they need about 476,000 in Q4 so just put that number in here so you guys can see what that looks like. That'd be up 9% quarter over quarter, 17% year over year.

但是，如果特斯拉试图实现他们最初的指导目标，即每年生产180万辆汽车，或者说在2023年实现这一目标，那么他们在第四季度需要约47.6万辆汽车。我们将这个数字提供给你们，以便你们可以看到实际情况。这将使其季度增长率达到9%，年增长率达到17%。

There's plenty of inventory to go around if Tesla's anywhere close to this production number. As we can see coming into the quarter Tesla had about 16 days of inventory a little over 90,000 vehicles in inventory. Most of the preceding quarters have been inventory increasing quarters so those are in red here. The drawdown quarters would be in green so inventory did draw down a little bit last quarter but not quite as much as I had expected at that time which means there's still plenty of inventory around for this delivery number to come closer to the production number or even potentially exceeded. I don't think anyone expects that but there's certainly a possibility.

如果特斯拉的生产数量接近这个数字，那么库存量绰绰有余。正如我们在季度初可以看到的，特斯拉库存约有16天，超过9万辆车。过去的几个季度大多是库存增加的季度（红色部分）。而减少库存的季度则会标记为绿色，所以上个季度的减少幅度没有我当时预期的那么大，这意味着仍然有足够的库存可以让交付数量接近生产数量，甚至有可能超过。我不认为有人期望出现这种情况，但这当然是有可能的。

Right now on deliveries I think the analyst consensus is just a bit above this right around the lower 480,000 range so we don't have the analyst company compiled. The company compiled analyst consensus yet. We'll keep an eye out for that but the expectations are for Tesla to just get a little bit above that 1.8 million guidance for the year. So we'll keep an eye out on that. Again that should happen on Tuesday morning and we'll try to have our normal reaction to that as well.

目前在交付方面，我认为分析师共识略高于480,000辆左右，所以我们还没有分析师公司的综合情报。我们会继续关注此事，但预期是特斯拉年度交付量将略高于1.8百万辆指导目标。我们会密切关注此事。再次提醒，这将在周二早上发布，我们将尽力做出正常反应。

We did have an update from Piper Sandler talking about this too so just to kind of quickly show their numbers. For production they're at 515,000 vehicles. You can see the split between factories there Shanghai and other so a little bit lower than me on Shanghai a little bit higher on other and they're quite a bit higher on deliveries but I don't think they've updated this estimate for a while and they do say that the production from other factories and the delivery number is a little bit more difficult to forecast this quarter of course so they're a little bit less confident in the delivery figure here.

我们确实收到了Piper Sandler的更新，所以我想简单展示一下他们的数据。就生产而言，他们的车辆数量为515,000辆。你可以看到上海工厂和其他工厂之间的分配，上海工厂比我预期的稍微低一些，而其他工厂则稍微高一些，他们的交付量要高得多。但我认为他们已经有一段时间没有更新这个估算了，他们也说预测其他工厂的生产和交付量在本季度会更加困难，因此对这个交付量的数字没有那么有信心。

They view that as being anywhere from a range of I think 470,000 at the low to maybe 510,000 at the high. So gives you an idea från Piper Sandler what they're thinking for this quarter. Oh 15, 515 up there.

他们认为，这个范围从低估的47万人到可能高估的51万人不等。这就是Piper Sandler对本季度的预期。哦，15万到51.5万人。

All right we do have a few other rumors here to report on so the first one coming from Bloomberg they are saying that according to sources people familiar with the matter Tesla is preparing to roll out an updated version of the Model Y probably not too surprising following the highland updates for the Model 3. I think we all kind of expect that we've heard possible code names of Juniper for this update but they say Tesla is currently conducting preparation work and that mass production of an updated Model Y from Shanghai could start as soon as mid 2024. They also talked about how there's going to be a little bit of downtime early in the year in 2024 for Chinese New Year that should be expected that happens for Tesla every year but they say that that would be for a partial upgrade. I don't know if that would relate to Juniper and there would need to be more downtime after that they're not going to complete the transition if there is a transition at that time but something to be aware of of course as always when we head into Q1. So keep an eye on that Tesla did comment apparently in China saying that this information or this report is not true. We've heard comments like that before it's tough to put a whole lot of weight into them again they could be talking about one specific piece of information in the report which could largely be true they could still deny it with that kind of language so we'll see I think again widely expected that this update for the Model Y similar to highland would probably happen at some point at least for Shanghai next year.

好的，我们还有一些其他的传闻要报道，第一个来自彭博社，根据消息来源和了解此事的人士称，特斯拉正在准备推出一款更新版本的Model Y，这并不令人太惊讶，毕竟Model 3也有过高地更新。我们都有些预料到这一点，我们听到可能的代号为“杜松子”的消息，但他们表示特斯拉目前正在进行准备工作，从上海开始量产一款更新的Model Y可能会在2024年中旬开始。他们还谈到，2024年初将会有一些停工时间，这是因为每年都会庆祝中国农历新年，这对特斯拉来说是很正常的。但他们表示，那将是对部分升级的时间。我不知道这是否与“杜松子”有关，之后可能还需要更多的停工时间，如果那时候发生了转型，他们将不会完成转型，但是作为我们在Q1进入时应该注意的事情。所以请注意，特斯拉在中国似乎已经回应说这个信息或报告是不真实的。我们以前听到过这样的评论，很难对其给予太大的重视，因为它们可能是在否认报告中的某个特定信息，而该信息在很大程度上可能是真实的，他们可以用这种方式进行否认。所以我们将拭目以待，我认为大家普遍预期这样的Model Y更新类似于高地，至少明年上海会有这样的更新。

Alright also in the sort of rumor category we've got an update on India seems like we've got a lot of these but this is the latest one. So the report here is that Tesla's points to enter its car manufacturing plant in Gujarat with the official announcement expected during the forthcoming vibrant Gujarat summit in January 2024 according to your top sources. So we'll keep an eye out for that of course next month this would seem to be a little bit of an inverse of what we most recently talked about where India had seemed to step back a little bit from some of the provisions that would maybe reduce tariffs on EVs that were imported which would allow Tesla to kind of get their business established before really investing which would make a lot of sense. So we'll see there wasn't more official comments on this from one of the ministers of this state saying that Tesla has Tesla officials have visited Gujarat but have visited an indication suggest a preference for the state as location of their first factory in the country. Our team is in ongoing communication with Tesla officials and we remain hopeful of an announcement in this regard soon. So that's a little bit you know less strong language than what this sort of unofficial report would be just saying that they're hopeful that an announcement is happening at some point and they'd think that there's a preference for this state. So we'll see again more news on that hopefully in January when this event does happen.

好的，还有关于印度的传闻类别，我们有关于印度的最新报道。据您的高层消息人士透露，特斯拉计划于2024年1月在古吉拉特邦建立汽车制造厂，并有望在即将举行的古吉拉特邦活力高峰会上正式宣布。所以我们会持续关注，当然，下个月似乎有点不同，最近印度似乎在一些可能减少进口电动车关税的规定上有所退缩，这将允许特斯拉在真正进行投资之前建立业务，这是很有道理的。所以我们将会看到，这个邦的一位部长对此没有做更多官方评论，只是说特斯拉官员已经访问过古吉拉特邦，这表明他们倾向于将该邦作为在印度建厂的首选地。我们的团队正在与特斯拉官员进行持续沟通，并对很快能有相关公告表示乐观。所以这与非官方报道中的语气略有不同，只是表示他们希望在某个时候会有一个公告，并认为该邦是首选地。所以我们会继续关注，希望在1月份活动举行时能有更多消息。

We've also got a rumor on potentially hardware 5 so Elon has mentioned before that you know hardware 4 is going to be an improvement over hardware 3 hardware 5 someday will be an improvement over hardware 4. So there's a report out of I can't remember where this one is Gizmo China saying that Tesla has confirmed its participation in TSMC's 3 nanometer process chip designs for the upcoming year. So they say this is scheduled for 2024 and that's really all that we have from this report. That to me would be a little bit soon. If you go back and you look at reports on hardware 4 that was also the case with hardware 4 we had reports that Tesla was working with you know various different providers to build these chips for Tesla and I think they originally I'll probably get it wrong but my memory is that there were reports that this would happen a year or two sooner than we've actually now seen it implemented. I would imagine that's probably going to end up being the case for any of these reports on hardware 5 too. Obviously we've just now seen the transition over to hardware 4 and I think we're actually still waiting on it for the US produced model 3. We'll have to keep track of but without the hardware 4 transition even complete or recently complete it would be surprising to see this transition happen so fast to the next generation. I guess that would be probably 2025 at the earliest maybe 2026 but for it to be on presumably TSMC's latest process and I don't stay quite up to date on that but if not the latest one of the most recent would mean good things for just the capabilities of that ship in general. So not too surprising but we'll keep an eye on that.

我们还有一个关于硬件5的传闻，埃隆之前提到过硬件4将会比硬件3有所改进，硬件5将会比硬件4有所改进。所以目前有报道称特斯拉已确认将参与台积电明年的3纳米工艺芯片设计。这据说计划在2024年实施，这就是这份报道所提供的所有信息。对我来说，这可能有点太快了。如果你回顾一下关于硬件4的报道，也是一样的情况，我们曾听说特斯拉与不同的供应商合作为特斯拉制造芯片，我记得最初的报道是这将比我们实际看到的推迟一年或两年。我想这对于任何关于硬件5的报道来说可能也是一样的情况。显然，我们刚刚切换到了硬件4，而且我认为我们仍然在等待它应用于美国生产的3系车型上。我们将继续关注，但在硬件4的过渡完成之前，或者是最近刚完成过渡，看到这个过渡如此迅速地进行到下一代产品是令人惊讶的。我猜最早可能是2025年，也许是2026年，但要能应用于台积电的最新工艺芯片，虽然我对此并不如此了解，但如果不是最新的，那也是最近的一代芯片，这对于芯片的性能来说是个好消息。所以并不太让人惊讶，但我们会密切关注。

We've also got a report from Bloomberg that Uber is looking to quote unquote team up with Elon Musk and Tesla with Tesla to enter Japan. Team up with Tesla to enter Japan's taxi market. If I can get through this it's been a bit I got to shake off the rust but they say that Uber would initially roll out 30 Tesla Model Y's increasing to 100 electric cars in 2024. Sounds like Japan is maybe easing some restrictions on ride sharing companies which would allow Uber to get a little bit of a foot in the door but obviously pretty small in terms of the overall scope or scale of the vehicle fleet that they would be working with Tesla on here.

我们还从彭博社获悉，Uber正在考虑与特斯拉及埃隆·马斯克合作进入日本市场，并与特斯拉合作进入日本的出租车市场。最初，Uber计划推出30辆特斯拉Model Y电动车，到2024年将增加到100辆电动车。听起来日本可能会放宽一些对共乘公司的限制，这将使Uber能获得一些机会，但与特斯拉的整体车队规模相比，显然规模还是相对较小的。

As we've seen Tesla and Uber have partnered in other ways and throughout various different periods of time most recently we talked about how there is a promotion going on for Uber drivers in the United States to receive an additional discount on Tesla vehicles before the end of the year. So I won't be surprised if this is a accurate report, an accurate report.

正如我们所见，特斯拉和优步在其他方面和不同时间段内有过合作，最近我们谈到了在美国为优步司机提供特斯拉汽车额外折扣的促销活动将在年底前结束。所以如果这是一个准确的报道，我不会感到惊讶。

So we've also got a couple updates on a cyber truck. I think I actually need to pull one up here. The order tracking order tracker that we've talked about from the cyber truck owners club forums has increased significantly so more orders have been more reservation holders have been allowed to order from Tesla. When we left this off it was in the 200s now we're up to 527 orders in this tracker. Of course that's going to increase as more people become aware of it. We've talked about it here. People have mentioned it on X and things like that. So more awareness of this is going to drive the number up but it does look like Tesla's continued to invite a pretty significant number of people which have now placed orders for the cyber truck as well. So good to see those numbers continue to increase.

所以关于Cyber Truck的升级有一些最新消息。我想我实际上需要查看一下。我们之前提到过的来自Cyber Truck车主俱乐部论坛的订单追踪器已经显著增加，因此更多的预订持有人得以向特斯拉下订单。我们上次提到时，追踪器上的订单数量还在200左右，现在我们已经增加到了527个订单。当然，随着越来越多的人意识到这一点，这个数字还会继续增加。我们在这里谈论过，人们还在其他论坛上提到过。因此，对这一情况的了解度提高将推动订单数量的增加，但看起来特斯拉继续邀请相当数量的人，他们现在也已经下了Cyber Truck的订单。所以看到这些数字继续增长是一件好事。

Another nice thing we've got a kind of a quick pull from heat map which has asked respondents. They pulled a hundred or sorry they pulled a thousand people which they say are across all 50 states in the US. They say the margin of error here is about 3% or so on the survey. So they ask respondents whether Elon Musk made them more or less likely to buy or lease a Tesla. You can see the results in February that's 20 or sorry 31% said they would be more likely to buy a Tesla. 36% said they would be less likely and then you can see how those have changed since February to early November. So that dropped to 27% which said less likely, pretty significant drop and increased to 35% saying Elon Musk made them more likely. And of note, if the percentages flip here where you've got 35% saying more likely 27% saying less likely, obviously that leans more in favor of the more likely side of the bucket. And then of course in the middle you've got 38% saying no impact. So nice to see that. Not sure how meaningful this is but it also be nice to see kind of a comparison to last year of course. But certainly a positive at least I'll take it. Notably this was before the post from Elon on X that resulted in a lot of advertising advertisers to pause on X.

另一个令人高兴的事情是，我们拥有一种从热图中快速获取数据的方式，该热图询问了受访者的意见。他们调查了1000位美国全境各州的人士。他们称这项调查的误差范围约为3%左右。所以他们询问受访者，埃隆·马斯克是否使他们更愿意购买或租赁特斯拉汽车。您可以看到2月份的结果，那时有20%（或者抱歉，是31%）的受访者表示他们更愿意购买特斯拉。36%的受访者表示他们更不愿意购买。然后您可以看到从2月份到11月初这段时间内的变化。所以不愿意购买的受访者下降到了27%，相当明显的下降，而表示愿意购买的受访者增加到35%。有一点需要注意的是，如果这里的比例反转，即35%表示更愿意购买，27%表示更不愿意购买，显然更偏向于愿意购买一方。当然在中间还有38%的受访者表示没有影响。看到这个结果很高兴。不确定这有多有意义，但如果能将其与去年进行比较也不错。但至少可以肯定的是，这是一个积极的结果。值得注意的是，这是在埃隆在“X”上发布的帖子出现之前的情况，结果导致很多广告客户都暂停了在“X”上的广告。

So maybe that would change this a little bit but it does also show that sentiment is subjected to change and can change over time which I think is important to remember as well. Speaking of sentiment, Tesla's been doing more PR efforts, public relations efforts like we had talked about last week. This one Tesla has again refuted a Reuters article. I think the post that they had previously also refuted a Reuters article. We had talked about this one. This was basically where Reuters had seemingly gotten access to some service logs and dug through those service logs to try to find the most interesting things they could find. They also kind of interlaced customer anecdotes with that. So Tesla fights back. It's a lot of stuff that we talked about. They also share a little bit more that we didn't have information about like one of the anecdotes that was shared in the Reuters article represented the customer side of the story. Of course didn't get tested side of the story. Not the Tesla is necessarily going to comment but that side of the story was not shared. Anyway, Tesla says that the customer represents this as a failed component but actually in reality it was a component that was damaged during a crash. Reuters had said that this was a brand new vehicle. It had very low mileage but there's still the possibility of getting in a crash of course with low mileage. So Tesla just adding a lot of context. It's nice to see them providing this type of information because again, pieces like that we don't necessarily have. We can speculate that this would likely be the case but for Tesla to kind of bring some additional facts is always nice to see as well.

也许这会稍稍改变情绪，但它也表明情绪是可以改变的，随着时间的推移它也会改变，我认为这一点也很重要。说到情绪，特斯拉一直在进行更多的公关努力，就像我们上周讨论过的那样。特斯拉再次驳斥了路透社的一篇文章。我记得他们之前也驳斥过一篇路透社的文章。我们就这个问题谈过了。基本上，路透社似乎获得了一些服务日志，并对这些日志进行了深入研究，试图找到最有趣的东西。他们还将客户的经历与之交织在一起。所以特斯拉进行反击。这是我们谈论过的很多内容。他们还分享了一些我们没有信息的内容，比如路透社文章中分享的一个回忆录代表了客户的故事。当然，这只是客户的一面之词，没有经过测试。特斯拉不一定会发表评论，但这一面之词并没有被分享。无论如何，特斯拉表示客户认为这是一个失效的部件，但实际上它是在一次事故中受损的部件。路透社称这是一辆全新的车，里程很低，但里程低的车仍然有可能发生事故。所以特斯拉提供了很多背景信息。很高兴看到他们提供这种类型的信息，因为我们并没有这些信息。我们可以推测这很可能是事实，但对于特斯拉提供一些额外的事实来说，总是很好看到的。

Elon also did a little bit of this too. There was a report from the Daily Mail that a Tesla robot had attacked an engineer. This was from a couple of years ago. I think it was a situation with just a KUKA robot, you know, a normal robot that Tesla would use for manufacturing. Injuries happen in manufacturing. It's something that Tesla posts about in their impact report about the decline in that year for year which is always good.

埃隆也有进行了一点这方面的事情。有一份来自《每日邮报》的报道称，特斯拉的一个机器人曾袭击了一名工程师。这是几年前的事情了。我认为那只是一台库卡机器人，你知道，特斯拉在制造过程中会使用的一种普通机器人。在制造业中，会发生一些伤害。这是特斯拉在他们的影响报告中提到的一点，说明了年复一年事故数量的下降，这总是件好事。

But Elon commented on this saying, you know, you can see just kind of the thumbnails here suggesting that this is a Tesla Optimus, Tesla Bot attack. Some other publications did something similar. Elon says, truly shameful of the media to dredge up an injury from two years ago due to a simple industrial KUKA robot arm found in all factories and imply that it is due to Optimus now. So again, pushing back a little bit. This one is quite a bit more ridiculous than of course the report from Reuters. I think anyone that has any sense could see that this is not the case since Optimus is not currently in a state that probably is capable of attacking people. Nevertheless, nice to see some clarification there from Elon.

但埃隆对此发表了评论，他说，你可以看到这些缩略图，它们暗指这是一次特斯拉Optimus，特斯拉机器人的攻击。一些其他出版物也进行了类似的报道。埃隆表示，媒体因为简单的在所有工厂都可见的工业KUKA机器人臂引出两年前的伤害，暗示这与Optimus有关，这真是可耻。所以再次稍微反驳一下。这一点比路透社的报道荒谬得多。我认为任何有常识的人都能看出这不是事实，因为Optimus目前并不具备可能攻击人的能力。不过，很高兴从埃隆那里看到一些澄清。

And then another interesting post from Elon on X, Tesla economics shared a mid-journey, I assume here, probably mid-journey version six, rendering of or a render rather of Tesla vehicle saying that $25,000 compact Tesla vehicle put the nail in the coffin of legacy automakers. Elon commented saying good design. It's pretty interesting. You wouldn't necessarily think this looks like a $25,000 car or something that could be a $25,000 car with sort of the goalwing doors here. But it is actually not too far off of what we had previously seen in the Walter Isaacson biography of this robot tax concept, which had more of the bull probably butterfly style wings, butterfly style wing doors as opposed to what we're seeing here. So really not all that different, maybe not outlandish in terms of where we'd seen a concept previously from Tesla. So kind of interesting to see Elon's comments on that.

然后，Elon在X上发表了另一篇有趣的帖子，分享了特斯拉经济学的中途版本，我猜测可能是第六个版本，在这个版本中，特斯拉汽车被渲染成了一辆25,000美元的小型车，并宣称这将是传统汽车制造商的致命一击。Elon评论说设计得很好。这非常有趣。你可能不会认为这辆车看起来像一辆25,000美元的车，尤其是这种展翅门的设计。但实际上，它与我们之前在沃尔特·艾萨克森的传记中看到的机器人税概念相差不太远，那里的门更像是蝴蝶翅膀的样式，而不是我们现在看到的这种样式。所以从特斯拉之前的概念来看，它并没有太大的不同，也许并不奇怪。所以看到Elon对此的评论真的很有趣。

All right, and the last couple of things for today, Tesla, sorry, an interesting comment on the last video from Friday, we've talked of course a lot about the efforts of unionized. I'm really struggling today with the words guys. I appreciate the patience. All right, so Sweden, we've talked a lot about the unionization efforts in Sweden. I get that one, get tripped up on that a lot. But the unionization efforts in Sweden, we got an interesting comment here on the last video that Tesla found a little bit of a way around what had been a ruling in a court that did not allow Tesla or rather continue to allow the post office to not deliver Tesla license plates. I think we got that right. So Tesla's apparently found a way around this according to this comments. I haven't been able to verify this, but I think it's probably accurate. Apparently by changing the ownership to the customer right after the order, they can send a replacement plate directly to the owner. The replacement plate will be sent to them and they bring the plate then when they pick up the car from Tesla. If they don't have the plate yet, Tesla can then do a temporary plate while the customer waits for that plate.

好的，今天最后的几件事情，特斯拉，抱歉，在上周的视频中有一条有趣的评论，我们当然已经谈论了很多关于工会化的努力。今天我真的很困扰词汇。感谢大家的耐心。好的，所以瑞典，我们已经谈过很多关于瑞典的工会化努力。我经常在这个词上绊倒。但是在上一条视频的评论中，有一个有趣的评论说，特斯拉找到了一个方法来绕过法院的裁决，该裁决不允许特斯拉或者继续允许邮政不投递特斯拉的车牌。我想我们理解对了。根据这些评论，特斯拉显然找到了一个方法来解决这个问题。我还没能证实这个消息，但我认为它可能是准确的。显然，通过在订单完成后立即将车的所有权转移到客户名下，他们可以直接将换牌照寄给车主。当他们从特斯拉提车时，他们会带上这个换牌照。如果他们还没有牌照，特斯拉可以为客户提供临时牌照，让客户在等待正式牌照的同时使用。

So it sounds like Tesla's figured out a workaround for this. If anyone can validate that, that would be amazing, but just thought that was an interesting update that I wanted to pass along. And then Xiaomi has unveiled what they expect to be their first EV. So the SU seven kind of interesting, obviously a big name in consumer electronics. So this will be their, you know, first adventure into electric vehicles. Apparently, this is going to come out in the next few months. It's a pretty high performance vehicle. Apparently is going to be able to do zero to 60 in 2.8 seconds. It's going to have just over 100 kilowatt hour battery pack and 800 kilometers of range on the CLTC test cycle. So that is of course going to be a little bit different than the EPA test cycle. That'd be 500 miles of range on the CLTC test cycle. If we're talking EPA, not sure where that puts it probably in the 400ish range, probably more towards the low end, but obviously a pretty significant amount of range on this vehicle.

听起来特斯拉找到了一个解决办法。如果有人能够证实这一点，那将是令人惊讶的，但我想传达一下这个有趣的更新。小米也发布了他们预计的第一款电动汽车。SU七听起来很有意思，显然是消费电子产品中的大牌子。这将是他们进军电动汽车领域的第一次尝试。据说，这款车将在未来几个月内推出。这是一款性能非常出色的车型。据说它可以在2.8秒内完成从零到60的加速。它将配备略超过100千瓦时的电池组，并在CLTC测试循环中拥有800公里的续航里程。当然，这与EPA测试循环有些不同。按CLTC测试循环，它将有500英里的续航里程。如果我们谈论EPA测试结果，不确定具体在哪个范围内，可能更接近400英里的低端，但显然这是一款具有相当大续航里程的车辆。

So I don't think they've announced pricing details sounds like that'll come in the next few months, but something interesting to keep an eye on there. And then lastly, just a quick look at the calendar. So of course, next Monday, we will have New Year's Day. So the markets will be closed. The NASDAQ will be closed that day. This is the next week. It's going to be the next week. But that'll be when we, and of course, more wrap up the year and get the Q4 delivery and production report likely on Tuesday. That will likely be the next episode.

所以我认为他们还没有宣布定价细节，听起来这可能要在接下来的几个月里公布，但这是一个有趣的事情要关注。最后，我们来看一下日历。当然，下周一是元旦。市场将关闭，纳斯达克也会关门。这是下周。下周我们会回顾过去的一年，预计周二会发布第四季度的交付和生产报告。那可能是下一期的节目。

Again, I've got a lot of stuff to take care of this week. So I'm going to be off again tomorrow, but we'll certainly keep an eye out for those delivering production numbers and regroup once we have those.

这周我还有很多事情要处理。所以明天我又要请假了，不过我们一定会关注那些提供生产数据的人，并在拿到数据后重新集合。

All right, that'll wrap it up for today. Again, thanks for your patience. Appreciate it.

好的，今天就到这里吧。再次感谢你的耐心，非常感激。

As always, thank you for listening. Be sure to subscribe to and sign up for notifications. You can also find me on the X hat tessell podcast.

一如既往，感谢你们的聆听。请务必订阅并开启通知功能。你还可以在X帽子致辞播客找到我。

And we'll see you on Tuesday for the January 2nd episode of Tessell Daily.

我们会在周二见到您，为《泰瑟尔日报》的1月2日节目。

Thank you and happy holidays.

谢谢您，祝您节日快乐。