Tesla FSD v12.3 - The One? / Egregious "Reporting" on Tesla / Are We Being Scammed? ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, John E. and Paul H. Thank you for choosing to support the channel. A study was just done by the Americans for Tax Fairness, and it found that 35 major US companies paid their top 5 executives more than they paid in federal income tax between 2018 and 2022. Tesla is on that list, and now there are multiple organizations reporting that one of the worst offenders was Tesla. I just had to say, regardless of what you think about the tax code, it is what it is, and no human, no organization is going to willingly pay more money to the government than is required. So rather than using this data to paint Tesla as some terrible company, if they had any journalistic integrity, they would be taking it up with the tax code.

欢迎来到“电气化”，我是您的主持人迪伦·卢米斯，特别感谢我的最新赞助者约翰·E和保罗·H。感谢您选择支持本频道。美国税收公平协会刚刚进行了一项研究，发现35家美国大型公司在2018年至2022年期间向他们的前五名高管支付的薪酬超过了他们在联邦所缴纳的所得税。特斯拉也在这个列表上，现在有多个组织报告说，特斯拉是其中最严重的违规者之一。不管您如何看待税法，事实就是如此，没有人，也没有任何组织会愿意向政府支付超过所需金额的税款。因此，与其利用这些数据把特斯拉描绘成一个可怕的公司，如果这些报道有一定的新闻道德，他们应该向税法提出质疑。

Rohan Patel said FSD version 12.3 is phenomenal. So much encouraging progress, my trip to work this morning was mind-blowing. He continued four roundabouts, construction issues, potholes, speed bumps, multiple unprotected left turns, 12.3 is the real deal and getting better and better. Tesla scopes said 12.3 has now expanded to the special access group, which includes some non-employee vehicles. The update has not yet been deployed to all eligible Tesla vehicles, but this is encouraging news. There's a lot of speculation out there that this could be the one that goes to a wider release. Some people are talking about this weekend, personally, I would not be so optimistic.

罗汉·帕特尔表示，FSD版本12.3表现得非常出色。进展非常令人鼓舞，我今天早上上班的路程让我惊叹不已。他继续说，四个环岛，施工问题，坑洼，减速带，多处无保护的左转弯，12.3是真正的利器，而且正在变得越来越好。特斯拉的郭普说12.3现在已经扩展到特殊权限组，其中包括一些非员工车辆。虽然这次更新还没有部署到所有符合条件的特斯拉车辆上，但这是令人鼓舞的消息。有很多人在猜测，这可能是一个会更广泛发布的更新。一些人在谈论这个周末，但我个人认为不应太乐观。

Also important to note, version 12.3 is still on the 2023 branch, version 12 has not yet made it to the 2024 branch. Holmar's catalog and AI driver have both gotten 12.3, and I believe AI driver is in California also. No video yet from AI driver, buddy said 12.3 understands no right on red. Lee commented only red arrow, I assume, and AI driver said nope, only sign was posted regular red lights. He also said first impressions, the harsh braking for no reason on an open road has been reduced significantly. Auto speed sometimes still does not reach the speed limit and sits slightly under it. Auto speed can be wild, it was going 70 miles an hour in a 55 zone, while people were passing him going 75 to 80. It seems to take the racing line through corners, even more than 12.2 had two unprotected turns, which felt less sketchy than before and handled them great.

值得注意的是，版本12.3仍然在2023年的分支上，版本12还没有进入到2024年的分支。Holmar的目录和人工智能驾驶员都已经获得了12.3版本，我认为人工智能驾驶员也在加利福尼亚。目前还没有来自人工智能驾驶员的视频，朋友说12.3版本理解红灯不允许右转。Lee评论说只有红色箭头，我猜测，人工智能驾驶员说不，只有标志牌是普通的红灯。他还说最初的印象是，开车在开阔道路上无缘无故刹车的情况已经大大减少。自动速度有时仍然无法达到限速，而是略低于它。自动速度可能会有些波动，有时会在55英里的区域内以70英里的时速行驶，而周围的车辆则以75至80的时速超车。它似乎会在拐弯时采取赛车线路，甚至比12.2版更加频繁地这样做，两个不设防护的转弯，感觉比以前更加安全，处理得非常出色。

He confirmed what we've been hearing from many other users as well, that on the highway, V12 still feels a lot like V11. It did what he can only describe as a shoulder peak move towards the inner lane as he was sitting behind a slow moving truck and traffic. As soon as the car saw the cars in front, it went right back behind, no turn signal, so human-like. High fidelity park assist seems improved. His 65 mile drive was a zero disengagement drive and he said he expects a wide release soon. Holmars does have some 12.3 videos out already, in one of them he said, version 12.3 is capable of perfect drives, people will experience them regularly. To bring us all back down to Earth, let's not forget, these folks are in California, we need to see how it does in other states as well.

他确认了我们从许多其他用户那里听到的消息，即在高速公路上，V12仍然感觉非常像V11。当他坐在一辆慢速行驶的卡车和交通后面时，车辆做了他只能描述为向内车道的一个肩峰移动。一旦车辆看到前面的车辆，它立即回到后面，没有方向指示灯，就像人一样。高保真停车辅助系统似乎有所改进。他65英里的驾驶是一个零干预驾驶，并表示他预计很快会有广泛发布。Holmars已经有一些12.3版本的视频，其中他说，12.3版本能够完美地驾驶，人们将经常体验到。为了让我们回到现实中来，我们不要忘记，这些人在加利福尼亚州，我们需要看看它在其他州表现如何。

Charlie Bolello gave us the update, we're now at 20 months in a row that the average price of a used Tesla has gone down. Currently we sit at a record low of $32,000. In case you're new to the Tesla story and wondering what's going on with that phenomena, here are the main reasons, go ahead and pause to read if you'd like. There's a lot of sloppy reporting going around right now when it comes to the Tesla Semi being built at Gigabrelin, specifically when it comes to the timeline. There are multiple sources and people out there now saying that Tesla Semi production is going to begin at Gigabrelin in 2024. However, if you track down the actual source from Hondlesblott, here's what we get from the translation. Skipping over what we already covered in yesterday's video, the next paragraph said Elon introduced the Semi in 2017. The truck is currently being developed in Nevada and is being built in small numbers. According to Elon, the goal should be to produce the Semi trailer at about the same price as a diesel truck. To achieve this, Tesla would currently optimize design and production. According to Elon, he is aiming for high volume production by the end of 2024. Notice how this entire paragraph is talking about the Tesla Semi in general, not the Tesla Semi being built in Berlin.

查理·博莱洛告诉我们最新情况，二手特斯拉的平均价格已连续下降了20个月。目前，我们的价格创下了历史新低，为32,000美元。如果你对特斯拉的故事还不了解，想知道这种现象是怎么回事，以下是主要原因，请继续阅读。目前有很多有关特斯拉半挂车在吉加勃林工厂建造的不实报道，尤其是在时间安排方面。有多个消息源和人士声称，特斯拉半挂车的生产将于2024年开始在吉加勃林进行。然而，如果你追溯到汉德斯布洛特的实际消息来源，我们可以得到以下翻译内容。跳过我们昨天视频已经涵盖的内容，下一段提到，埃隆于2017年推出了半挂车。该卡车目前正在内华达开发，并正在少量制造。根据埃隆的说法，目标应该是以柴油卡车的大致相同价格生产半挂车。为了实现这一目标，特斯拉目前正在优化设计和生产。埃隆表示，他的目标是在2024年底开始大规模生产。请注意，这整个段落是在讨论特斯拉半挂车的总体情况，而不是在讨论在柏林建造的特斯拉半挂车。

Then new thought, new paragraph, the Tesla Semi is still in the development phase and Matthias Schmidt from Schmidt Automotive said he definitely sees a market in Europe for the Semi. I have not been able to find any video of that specific part of Elon's speech. Here's what I see right now. We just saw the Gigan Nevada new construction site for where the Semi is going to be built in volume production. It seems like that's not going to be ready this year for volume production. So as I said, most likely Tesla Semi entering more volume production in 2025 in the United States first. Simply put, I think many people are just misinterpreting that Hauntles Blot article. Personally, I think the chances are near zero that we see a Tesla Semi produced at Gig and Berlin in 2024. I also think it's somewhat unlikely in 2025, but 2026 and beyond? Perhaps. I have no special sources for this one. I'm just reading between the lines with all of the data we have. Heinrich Zane said he would have a Tesla Semi update soon and one of the highlights would include imminent delivery to a customer other than Pepsi. He'll also discuss how Tesla might focus on the standard range Semi and his reasoning behind it. And here's a quick clip of that standard range Semi with some concrete blocks behind it. I'd also add before the Semi can roll out in areas of Europe, it will most likely need to build out a megawatt charging system, which does not exist right now. In January of last year, BP Pauls did build out six ultra fast 300 kilowatt charge points aimed at e-trucks in Germany. The 300 kilowatt charging stations are each capable of charging more than 20 e-trucks per charger each day. And one last reminder, Elon saying, I think it makes sense to do something is not the same thing as Tesla having concrete plans to do something. Based on some high level research, it does seem like the Tesla Semi could work in parts of the EU. There's this EU regulation where drivers must take at least a 45 minute break after driving for 4.5 consecutive hours, which could be perfect for charging. From ING, European new truck registrations in 2023 hit their highest level in 15 years. This article was one week into December of last year and at that point European registrations were just under 420,000 new medium and heavy duty trucks for EU, EFTA and the UK.

然后新的思路，新的段落，特斯拉卡车仍处于开发阶段，来自施密特汽车的马蒂亚斯·施密特表示他确实看到欧洲市场对卡车的需求。我找不到任何特斯拉首席执行官埃隆演讲的视频片段。目前的情况是这样的，我们刚刚看到了位于内华达州的Gigan新建工地，用于批量生产卡车。看起来这一年内可能无法投入批量生产。所以如我所说，最有可能的是特斯拉卡车将在2025年首先在美国进入更多的批量生产。简而言之，我认为很多人对那篇Hauntles Blot的文章都有误解。我个人认为，特斯拉卡车2024年在柏林卷装工厂生产的可能性几乎为零。我也认为2025年有些不太可能，但2026年及以后呢？也许有可能。我对此没有特别的消息来源，只是根据我们拥有的所有数据进行思考。海因里希·赞表示他将很快更新特斯拉卡车，并其中的一个亮点是除百事可乐外，即将向其他客户交付。他还将讨论特斯拉可能专注于标准续航里程卡车的原因。这里还有一个标准续航里程卡车的快速资料片段，后面是一些混凝土砌块。我还想在卡车能够在欧洲投放市场之前指出，它很可能需要建立一个兆瓦级的充电系统，而这在现在是不存在的。去年一月，BP Pauls在德国建立了六个超快300千瓦的充电站，旨在为电动卡车提供充电。每个300千瓦的充电站每天可以为超过20辆电动卡车充电。最后再提醒一下，埃隆所说的“我认为这样做是有意义的”并不意味着特斯拉已经有了具体的计划。根据一些高层次的研究，特斯拉卡车似乎在欧盟的一些地区是可行的。欧盟有一个法规规定，驾驶员在持续驾驶4.5小时后必须休息至少45分钟，这正好可以用来充电。根据ING的数据，2023年欧洲新卡车的注册量达到了15年来的最高水平。该文章是去年十二月的第一周，在那个时候，欧盟、欧洲自由贸易区和英国的新中重型卡车注册数量刚好不到42万辆。

Wes, a cyber truck engineer, quote posted a picture of a pull through supercharger station with a cyber truck carrying a trailer. He said the supercharger team is always looking for opportunities to install these at new locations will show trailer friendly stalls on the in vehicle UI to make it easier when road tripping with a trailer. For a long time, I've really wanted to see more canopies at supercharger locations, but I'm kind of giving up that hope because the more I think about it, people don't stand outside their vehicle at supercharger locations. They either sit in their car or go grab a bite to each shop, whatever else. When interest rates come down, we may see more sites with solar canopies, but I'm not so sure we'll ever get to a point where they're really ubiquitous across all sites.

Wes是一名网路卡车工程师，他发了一张照片，展示了一辆装有拖车的网路卡车驶入一个超级充电站。他说超级充电团队一直在寻找机会在新地点安装这些设施，并将在车辆的用户界面上显示拖车友好的停车位，以便在携带拖车时更容易进行长途旅行。我很长时间以来一直希望在超级充电站增加更多遮盖篷，但我开始放弃这个希望，因为越想越觉得，在超级充电站人们并不会在车外站着。他们要么坐在车里，要么去附近的商店吃东西。当利率下降时，可能会看到更多带太阳能遮盖的站点，但我不确定我们会不会真的在所有站点都看到这种遮盖。

Matthew DR pointed this one out and the reporting on this one is so egregious. These are the cases where I wish Tesla would go on the offensive with its lawyers and put an end to stuff like this. Jalot Nick, who has been very anti-Tesla for years, the headline, a Tesla touchscreen mix-up killed Angela Chow. In the article, they say back in 2021, Tesla moved to a touchscreen interface for shifting its cars. The source article though from the Wall Street Journal said that Angela Chow's Tesla was a 2020 Model X, meaning she would have the stocks. Then Jalot Nick said everyone looking at the situation seems to throw some amount of blame on the Model X. Well, I'm not so sure about that Jalot Nick because in the source article from the Wall Street Journal, they literally said no one in the family blames Tesla. I don't want to waste too much of your time here, but Jalot Nick concluded their article saying it can't explain the details of how to figure out Tesla's dumb touchscreen shifter. You're on your own for that one.

马修 DR 指出了这一点，对这件事的报道实在是太过分了。这些是我希望特斯拉会派出律师积极应对，终结这种事情的案例。多年来一直对特斯拉持有敌意的 Jalot Nick，在标题中声称特斯拉触摸屏搞乱了安吉拉·周。在文章中，他们说在 2021 年，特斯拉开始将汽车的换挡功能移到了触摸屏界面上。然而，来自《华尔街日报》的原文中却提到安吉拉·周的特斯拉是一辆 2020 年的 Model X，这意味着她应该会有换挡杆。然后 Jalot Nick 说所有看到这种情况的人似乎都在对 Model X 投以一定程度的责备。对此，我对 Jalot Nick 的看法并不确定，因为《华尔街日报》的原文中明确表示，安吉拉的家人并没有责怪特斯拉。我不想浪费你太多时间，但 Jalot Nick 在文章中总结道，他无法解释如何弄清特斯拉愚蠢的触摸屏换挡器的细节。这个问题你得靠自己解决。

I didn't know swiping up and swiping down was so difficult. Then today, rather than correcting their original article, they went ahead and doubled down, saying Tesla's gear shifting problems have been known long before Angela Chow's death, saying it's a common problem with a vehicle among owners. So not only is Jalot Nick using a sensitive story in which somebody died, but they're also using it to maliciously spread disinformation about Tesla. It's this type of thing that should not go unpunished. I can almost guarantee you, there are now thousands of people that think Tesla's touchscreen malfunctions all the time, and it might just drive you right into a lake.

我不知道向上滑动和向下滑动会这么困难。然后今天，他们没有修改原文，反而加大了火力，声称特斯拉的换挡问题在安吉拉·周去世之前就已经出现，称这是车主们普遍面临的问题。因此，Jalot Nick不仅使用了一个敏感的涉及到某人死亡的故事，而且还利用它恶意传播特斯拉的虚假信息。这种行为不应该被放任。我可以基本确定，现在有成千上万的人认为特斯拉的触摸屏经常出现故障，可能会让人直接开车入湖。

One part of Elon's speech at Gigabirlin we did get was him saying Tesla will enable doge payments at some point, doge to the moon. I have to say, Elon's handling of crypto has been very frustrating. He admitted in this video, the only reason he supports doge is because he had two factory workers make the request that Elon supports doge while he was walking the factory lines, and he said what the heck, it's the crypto of the people, that's the only reason he supports it. Not the monetary policy, not the code, not the programming, absolutely nothing foundational. Full disclosure, I'm somebody who fell down the crypto rabbit hole around 2018, studied it pretty extensively for about three years. I just find Elon's comments around crypto in general to be somewhat reckless, given that he has admitted he does not know much about the space.

在吉格斯林演讲中，埃隆说特斯拉将在某个时候支持狗狗币支付，狗狗币要登上月球。我不得不说，埃隆对加密货币的处理方式非常令人沮丧。他在这段视频中承认，他支持狗狗币的唯一原因是他的两名工厂工人在他走过生产线时提出请求，让埃隆支持狗狗币，他说算了，这是人民的加密货币，这是他支持的唯一原因。不是货币政策，不是代码，不是编程，绝对没有任何基础。完全坦白地说，我是2018年左右沉迷于加密货币的人，大约研究了三年。我觉得埃隆对加密货币的评论总体而言有些鲁莽，因为他承认自己对这个领域了解不多。

The kilowatts on X posted a video with a cyber truck throwing multiple different balls and objects at the window, and they had some interesting results. They were throwing golf balls, baseballs, pool balls, different sized steel balls, and then toward the end they finally had a breakthrough. They threw this decent sized steel ball, which I think is the same one that Franz used multiple times and the window held up for maybe five or six different throws. Now, I mean, you're not going to find Ryan on an MLB mound anytime soon, but he's not just lobbying it either. Then finally, after about five or six throws, this happened. Wow, it's so it's laminated. So the outside broke, the inside's still not even cracked. I'm not seeing any cracking on the backside. I can just run my hand. Wow. That's insane. A lot of people are going to be worried about how you actually get out in an emergency. So let's go ahead and try the glass breaking tool in three, two.

X的千瓦在视频中发布了一段关于一个电动卡车用不同的球和物体砸窗户的视频，结果很有趣。他们投掷了高尔夫球、棒球、台球、不同尺寸的钢球，最后终于取得了突破。他们投掷了一个相当大的钢球，我觉得这是弗朗茨多次使用的同一个，窗户经受住了大概五六次投掷。我是说，你不会很快在MLB的球场上找到瑞安，但他也不是在瞎扔。最后，在大约五、六次投掷后，发生了这件事。哇，这是层压的。外面破了，里面甚至还没有破裂。我看不见背面有任何裂纹。我可以用手摸一下。哇。太疯狂了。很多人会担心如何在紧急情况下逃生。所以让我们试试玻璃破碎工具，三、二、一。

This did nothing. Yeah, I mean, I can just, I can just poke a dot at basically, it'll crack it. And that'll help you get out in an emergency, but that one didn't even crack. As some of you pointed out yesterday, these window breaking tools may be no match for laminated glass.

这没起到任何作用。是的，我的意思是，我只需在基本上戳一下，玻璃就会破裂。这样可以在紧急情况下帮助你逃生，但那个甚至都没破裂。就像昨天有些人指出的，这些窗户破碎工具可能无法对抗夹层玻璃。

Tom, why do you feel like things are going to turn for this company? Yeah, I mean, look, this company is in between two waves, this is what Elon calls it, right? You had the Model 3 in the Model Y, which is largely saturated. The next big catalyst is going to be the affordable car. Unfortunately, that comes in what, H225. So he doesn't think about things on a day to day or month to month period, as you probably know very well. He's looking at things from a year, if not decades perspective. So we're just in between this period of two moles. Eventually, we'll get this catalyst with this vehicle that'll come out. And there's some long-term tectonic things that people just aren't talking about, which folks like me will start writing reports about and get folks interested eventually.

汤姆，你为什么觉得这家公司的情况会好转呢？是的，我的意思是，这家公司正处于两波之间，这就是埃隆所说的。你有了Model 3和Model Y，这两款车型在很大程度上已经饱和了市场。下一个重要的推动因素将是价格实惠的汽车。不幸的是，那将会在H225推出。所以他并不会每天或每个月去考虑问题，你可能已经很了解了。他是从一年甚至几十年的角度来看事情的。所以我们只是处在这两波之间的时期。最终，我们将会有这款新车的推动因素。还有一些长期的构造性问题，人们并没有谈论，像我这样的人会开始写报告，并最终引起人们的兴趣。

So such as energy storage. Nobody's talking about this. This is a trillions of dollars of opportunity. Problem is it's like decades away potentially. These guys have 15% market share in this business. And the profitability is higher than the profitability of cars. And then of course, autonomy. Right? There's just a lot of negativity and autonomy today. You guys ever used FSD? I think it's a pretty amazing product. It's the most amazing product I've used since the iPhone.

所以比如能源储存。没有人在谈论这个。这是一个价值数万亿美元的机会。问题是它可能还需要几十年才能实现。这些家伙在这个行业占有着15%的市场份额。而且利润率比汽车更高。当然，还有自动驾驶。对吧？今天对自动驾驶有很多负面看法。你们有用过全自动驾驶吗？我觉得这是一个相当令人惊奇的产品。自从iPhone以来，我用过的最神奇的产品了。

We're finally going to get this version 12 this year, which could get the attach rate up. The problem is not even if people have tested this thing. Once you have people tested and the pricing needs to come down, that can change things dramatically. People look at it as a software stock, not just an auto company. Right. Yeah, you're right. Things could get worse before they get better. There's no doubt about it. My job is to say where this stock will be a year from now, not next week.

今年我们终于要推出第12版了，这可能会提高销售率。问题不是人们是否尝试了这个产品。一旦人们试验过了，价格需要降低，这将极大改变情况。人们视其为软件股，而不仅是一家汽车公司。没错，你说得对。事情可能在好转之前会变得更糟。毫无疑问。我的工作是预测这只股票一年后的情况，而不是下周的情况。

So yeah, you're right. And the other issue is while I think they'll hit the volume target that the sell side has, I don't think it's that aggressive actually for 24. I think that'll come from price cutting, which impacts profitability. And that's what everybody worries about. So you're right. Near term, definitely challenging. Elon says it all the time, right? But again, you got to have a broader view of it.

所以是的，你说得对。另一个问题是，虽然我认为他们会达到卖方设定的销量目标，但实际上我认为对于 24 来说并不那么激进。我认为这将来自降价，这将影响盈利能力。这就是每个人担心的事情。所以你说得对。短期内肯定具有挑战性。埃隆经常说这些，对吧？但是再一次，你必须更宽泛地看待这个问题。

And I don't know about you. I can never time this thing. Right. So it pops when it pops, right? That was RBC Capital's Tom Narayan, who was recently talking about Tesla's Megapack business that could be worth substantially more than the car business, his current Tesla price target, 297. His tip ranks profile is solid. Four out of five stars ranked 1.4,000 out of 8.8,000 Wall Street analysts. Morgan Stanley put out a new Tesla stock note getting into the upcoming election and how politics may play a role in the EV movement, which unfortunately we're all going to have to deal with this year.

我不知道你是怎么想的，我永远也无法准确把握这件事。对吧，所以它就在该出现的时候出现了，对吧？这是RBC Capital的Tom Narayan最近谈到特斯拉的Megapack业务，它可能价值远远超过汽车业务。他目前的特斯拉股价目标是297美元。他的TipRanks档案很可靠，被8,800名华尔街分析师中的1,400名评为四星。摩根士丹利发布了一份关于特斯拉股票的新报告，涉及到即将到来的选举及政治如何可能在电动汽车运动中扮演角色，不幸的是，我们今年都不得不面对这个问题。

Earlier this week, Donald Trump in an interview expressed his willingness to use tariffs to encourage China auto companies to localize production in the United States. He didn't really say much in the rest of the note, but it's on the screen. So you can pause to read if you'd like. I just want to highlight this story of China potentially coming into the US auto market. This could be one of the biggest storylines in automotive over the next decade. And depending how this year's election goes, that may play out sooner than some are expecting.

本周早些时候，唐纳德·特朗普在一次采访中表达了他愿意利用关税来鼓励中国汽车公司将生产本地化在美国的意愿。在接下来的备忘录中，他没有说太多，但屏幕上有内容。如果您愿意，可以暂停阅读。我只是想强调中国可能进入美国汽车市场的这个故事。这可能是未来十年汽车行业中最重要的故事之一。根据今年选举的结果，这可能比一些人预期的更早出现。

Fiskar has hired restructuring advisors to assist with a possible bankruptcy filing. Technically, this one's not a done deal yet, but the writing has been on the wall for weeks. I think the contract manufacturing route for automotive and specifically for EVs is a questionable one at best. If this Fiskar goes bankrupt, that will be Henrik Fiskar's second bankruptcy in the automotive space as Fiskar Automotive went bankrupt back in 2013. Some people out there were jokingly saying that MKBHD ended Fiskar with his review of one of their cars. He said either a review calling the product bad killed the company or the product was so bad it killed the company.

Fiskar已经聘请了重组顾问，以协助可能的破产申请。从技术上讲，这件事还没有最后敲定，但迹象已经显而易见好几个星期了。我认为汽车制造和特别是电动汽车的合同生产路线是一个值得怀疑的选择。如果Fiskar破产，那将是亨利克•菲斯卡在汽车领域的第二次破产，因为Fiskar汽车在2013年破产。有人开玩笑说MKBHD用他对其中一款车辆的评论结束了Fiskar。他说，要么是一篇评论称产品不好导致了公司的倒闭，要么是产品实在太糟糕了导致了公司破产。

There's a lot of chatter out there right now that figure AI is a scam and it's not just Warren, there are other people that think this is the case as well. I'm not here to argue one way or another, personally I just don't have enough information about this company. I did want to touch on this one point though because a lot of people were commenting and talking about this yesterday. Warren said chat GPT itself says it does not use filler words like ah and does not stutter.

目前有很多人在谈论AI是一个骗局，不仅仅是沃伦，还有其他一些人也认为是这种情况。我不想就此进行争论，个人认为我对这家公司了解不够。但我想提一下这一点，因为昨天很多人在评论和讨论这个问题。沃伦说ChatGPT本身声称它不使用诸如“啊”之类的填充词，也不会打结。

But as far as I can tell with chat GPT, you can prompt it and or program it to actually speak more like a human with pauses and stuttering and the light. I said tell me about the stock market today but use normal human language including stutters and ums. The text response was oh I'm sure thing. So today in the stock market things were uh pretty mixed. Here's that same prompt for the audio version. The stock market today um had a bit of roller coaster ride. It started off um pretty strong with gains in the morning but then um things turned around in the afternoon and it ended up. You get the picture. Brett the founder of figure asked has anyone identified the person behind the robot voice? A text to speech AI was fine tuned. On X, Steven asked why the stammer, Peter Wielander chimed in the VP of product at open AI. He said our TTS system sometimes does that as it's trained to mimic natural speech. You'll hear it if you try chat GPT voice mode two, you can remove it with prompting. Again I am not trying to argue for or against figure being a scam. I just wanted to provide a counterpoint to this line of criticism.

就我所了解的，通过聊天GPT，你可以提示它或者编程，让它真实地像人类一样说话，包括停顿和结巴。我说告诉我今天的股市情况，但用普通人的语言，包括结巴和嗯。文本响应是哦，没问题。所以今天股市的情况嗯有点混乱。这就是音频版本的相同提示。今天的股市嗯有点像过山车。早上开始的时候，涨势强劲，但然后下午情况就变了，最终结果嗯。你懂的。figure的创始人布雷特问有人找到了机器人声音背后的人吗？一个文本到语音的AI被调整得很好。在X上，史蒂文问为什么结巴，彼得·维兰德尔在OpenAI 的产品副总裁加入了讨论。他说我们的TTS系统有时会这样做，因为它被训练成模仿自然语言。如果你尝试chat GPT 的语音模式二，你会听到这种情况，你可以通过提示来移除它。再次强调我不是在为figure是骗局还是正当进行争论。我只是想提供一个对这种批评观点的反驳。

One market to watch when it comes to EV and Tesla adoption in Europe is France. For the month of January, France recorded 20,000 full BEV deliveries that made up 16% of the overall market. We'll see how things progress as incentives were removed in France for EVs made outside of Europe at the beginning of this year. Then looking at the top 20 EV sales by model for all of 2023 in France, the Model Y was the best seller and the Model 3 came in third. Separating those two was the dossier spring. For this year, the Model Y will not lose access to the incentives given that it's made at Gigabirlin but the Model 3 has lost the incentives in France so that'll be something to watch for this year.

在欧洲，关于电动汽车和特斯拉的普及情况，一个值得关注的市场是法国。1月份，法国记录了20,000辆全电动汽车的交付量，占整个市场的16%。我们将看到随着法国在年初取消了对欧洲以外制造的电动汽车的激励措施，事情将会如何发展。然后看看2023年法国前20款电动汽车销量最好的车型，Model Y是最畅销的，Model 3排名第三。这两款车之间被挡住的是Dossier Spring。今年，Model Y不会失去激励措施，因为它是在Giga柏林生产的，但Model 3在法国已经失去了激励措施，所以这将是今年需要关注的事情。

Jim Farley and some Ford executives are kicking off an engagement tour that will involve a dozen in-person sessions with about one-third of Ford's US dealer body. Farley and the team want to hear directly from dealers who don't typically participate in the company's regular counsel or committee meetings. The president of Ford Blue said for us, it's a great chance to sit with the dealers and discuss the challenges in the industry, whether they be compliance, regulatory issues, shifting EV curves or new competition. One dealer rep said he hopes the officials can better explain decisions around EV investments and what they're doing to improve vehicle quality and reliability. Our quality has gone down as much as our prices have gone up. That has to be addressed. Part of those concerns most likely stem from the fact the F-150 Lightning has been on hold for five weeks over an undisclosed issue.

吉姆·法雷和一些福特高管正开始进行一次接触之旅，这将涉及与大约三分之一的福特美国经销商进行十二次面对面会议。法雷和团队希望直接听取那些通常不参与公司定期咨询或委员会会议的经销商的意见。福特蓝牌总裁表示对于我们来说，这是一个与经销商坐下来讨论行业挑战的绝佳机会，无论是合规性、监管问题、电动汽车市场的变化还是新的竞争。一位经销商代表表示，他希望官员们能更好地解释有关电动汽车投资决策以及他们正在做些什么来提高车辆质量和可靠性。我们的质量下降了，而价格却上涨了。这个问题必须得到解决。这些担忧的一部分很可能源自于福特F-150闪电车型由于未公开的问题被搁置了五周的事实。

VW has announced they're looking to produce the ID1, the vehicle that should cost around $21,000 in 2027. The VW brand boss said we're already in the middle of it, we know what the car should look like. This is extremely economically challenging and they still need to decide where they're going to build it. He said VW will make that decision shortly and VW is also in talks with Renault about building a small mass market EV. They're still forecasting 11 new VW brand models launching by 2027. The ID1 is set to follow the ID2, which that one would be around $25,000. They're saying 279 miles of range for the ID2 and that it'll launch in 2026.

大众汽车宣布他们正在考虑生产ID1，这款车在2027年的售价可能在21,000美元左右。大众品牌负责人表示我们已经处在其中，我们知道这款车应该是什么样子。这对经济来说是极具挑战性的，他们仍需决定在哪里建造这辆车。他表示大众很快会做出这个决定，同时大众也正在与雷诺就建造一款小型大众市场电动汽车进行商谈。到2027年，他们预计会推出11款新的大众品牌车型。ID1将在ID2之后推出，ID2的售价大约为25,000美元。他们表示ID2续航里程为279英里，计划于2026年推出。

S&P Global put out some data for the US market in 2023 when it comes to retail registrations which excludes fleet data. The number one selling model was the F series lineup with 380.7,000. The Model Y was in second with 375.1,000. And third was the RAV4 with 368.5,000. Five of the retail top 10 were pickups, two models came from Tesla and then three Toyota vehicles made it into the top rankings the most of any brand. Even if you look at total registrations which includes fleet data, the Model Y was still in the top 10 for 2023. It moved up to number five on the list up from number nine in 2022. Then for full battery electric only in the United States here were the top 10 best selling vehicles in order. The Model Y, Model 3, Chevy Bolt, Mach-E, the ID4, Hyundai's Ionic 5, Model X, Rivian R1s, Ford F-150 Lightning, then Kia EV6.

标准普尔全球针对2023年美国市场发布了一些零售登记数据，不包括车队数据。排名第一的畅销车型是F系列，销量达到了380.7万辆。Model Y排在第二位，销量为375.1万辆。第三位是RAV4，销量为368.5万辆。零售销量前十名中有五款皮卡车，两款来自特斯拉，三款丰田车登上了销量榜单，是所有品牌中数量最多的。即使考虑包括车队数据的总注册量，Model Y仍然是2023年销量前十名之一。它从2022年的第九名上升到榜单的第五名。然后在美国纯电动车市场中，以下是按顺序排名的前十名畅销车型：Model Y，Model 3，雪佛兰Bolt，Mach-E，ID4，现代Ionic 5，Model X，Rivian R1s，福特F-150 Lightning，然后是起亚EV6。

Nissan is considering entering into a partnership with Honda to jointly develop electric vehicles. Two companies that historically have been competitors now may be teaming up to build EVs. Both Honda and Nissan are considering cutting production capacity in China as sales decline. Nissan CEO just said the company is facing a tough business environment.

日产正在考虑与本田达成合作，共同开发电动汽车。这两家历来竞争的公司现在可能会合作建造电动汽车。由于销售下降，本田和日产都在考虑削减中国的产能。日产首席执行官刚刚表示公司正面临严峻的商业环境。

You may remember just last year, Honda was going to jointly develop affordable electric vehicles with GM but those plans were later put on the shelf. To everybody saying EV demand is dead, you can go ahead and put this one in your pipe. According to a new report, EVs are no longer a novelty and their uptake in Australia is booming with the industry recording 120% rise in sales over the past year. There are now more than 180,000 EVs on Australian roads with over 98,000 of those bought last year.

你可能还记得，就在去年，本田曾计划和通用汽车共同开发价格实惠的电动汽车，但后来这些计划被搁置了。对于所有声称电动汽车需求已经枯竭的人，可以看到这一报告。根据一份新报告，电动汽车不再是新奇玩意，它们在澳大利亚的使用量正在迅速增长，行业过去一年销量增长了120%。目前已有超过18万辆电动汽车行驶在澳大利亚的道路上，其中有超过98000辆是去年购买的。

Tesla's Model Y and Model 3 by far outstripped the competition in the field of 99 EVs available in Australia. They were followed by the BYD-A2-3 and the MG-MG-4. The producer price index came in hotter than expected today, rolled in at 0.6% the consensus expectation was 0.3%. This hotter than expected inflation data throws some cold water on the hopes that the Fed will cut rates sooner rather than later. Looking at the CME Fed Watch tool, just one month ago, there was an 18% chance at the June meeting that they keep rates the same, fast forward to today, and we're now up to a 37% chance that the Fed keeps rates where they are all the way through the June meeting.

特斯拉的Model Y和Model 3在澳大利亚市场的99款电动车中遥遥领先于竞争对手。紧随其后的是比亚迪-A2-3和MG-MG-4。生产者物价指数今天比预期更高，达到了0.6%，而市场预期为0.3%。这一比预期更高的通胀数据对于美联储较早降息的希望产生了阻碍。查看芝商所联邦基金利率预测工具，仅一个月前，在6月会议上保持利率不变的概率为18%，而今天，这一概率已经上升至37%，表明美联储将会在6月会议上维持利率不变。

Right now, we sit at a 63% chance for a rate cut at the June meeting. Tesla stock closed the day at $162.50 down 4.12% while the Nasdaq was down 0.3%. All of Rivian, Lucid, and Polestar were all down over 6% on the day. It was a higher volume day for Tesla trading about 25 million shares above the average 30-day volume. Big shout out to SpaceX for another successful Starship test flight. Sawyer said Starlink enabled us to see the plasma field as the ship entered the Earth's atmosphere. Elon said, yeah, this was wild, we've never seen this super hot plasma grow in real time.

目前，在六月会议上，我们认为利率下调的概率为63%。特斯拉股票收盘价为162.50美元，下跌了4.12%，纳斯达克下跌了0.3%。Rivian、Lucid和Polestar的股价都下跌了超过6%。特斯拉当天的交易量较大，约为30天平均交易量的25倍。向SpaceX致以热烈祝贺，再次成功进行了Starship的测试飞行。索耶尔表示，Starlink使我们能够看到飞船进入地球大气层时的等离子区域。埃隆表示，是的，这太疯狂了，我们从未见到这种高温等离子体实时增长的情况。

This video from Steven Shapiro driving some people around in the Cybertruck was one of those that just makes you smile. Warning, there is some swearing if you were to watch with kids. I'll have it linked below if you want to check it out. Hope you guys have a wonderful day, you can find me on X linked below, please like the video if you did, and a huge thank you to all of my Patreon supporters.

这段视频展示了斯蒂文·夏普罗开着Cybertruck载着一些人四处兜风，让人看了感觉开心。警告，视频中有些脏话，如果有孩子在场请注意。如果你想看的话，我会在下面附上链接。希望大家有个美好的一天，你可以在下面的链接找到我，喜欢的话请给视频点个赞，也要感谢所有支持我的Patreon用户。