JerryRigEverything vs. Tesla / Tesla FSD v12.3 Reactions / Toyota Was Right ⚡️

Welcome to Electrified, it's your host Dylan Loomis. I know some of you have been missing Rob as of late, so what kind of host would I be if I didn't share at least a portion of his most recent online appearance? I'd be coming up on the same situation again here, so it's gonna let it go, and now it's deciding to carry through. But it did wait to see if there was gonna be space that materialized, which. I think it's pretty impressive. Again, there's no code to do that. This is just gonna be trained off of human. video capture of scenarios that are similar to that. You can see how many people are out right now. It's crazy. That biker startled it a little bit, this person on the scooter. Right, again, it's gonna pause here a little bit, maybe not.

欢迎来到Electrified，我是您的主持人迪伦·卢米斯。我知道最近一些人一直在想念Rob，所以如果我不分享他最近一次在线露面的一部分的话，我会成为一个怎样的主持人呢？我将会在同样的情况下，所以我会让它继续，现在正在决定继续下去。但它确实等待着看是否会有空间出现，我觉得这相当令人印象深刻。再次强调，没有代码可以做到这一点。这只是通过类似情况的人类视频捕捉来训练的。你可以看到现在有多少人在外面。这令人疯狂。那个骑自行车的人吓了它一跳，还有滑板车上的那个人。对，我会在这里停顿一下，也许不会。

Now this is gonna be very difficult. It's gonna need to be very assertive here. And it was, wow, wow, that was great. That was great. That's exactly how I would have handled that. Made its intentions clear, was assertive, didn't hesitate, which let the other driver react very naturally to what we were doing. And an exciting 12.3 maneuver to boot, and Rob did say even he is excited about this version. Responding to a user asking for 12.3 to go to a wide release, Rohan Patel said, people may be a bit surprised at how much validation and testing goes into every build and software update. Simulation, Shadow Mode Evaluation, Track Testing, Real World Testing, Engineering Vehicles, Sub-Set of Employees, etc. Safety first is really not a slogan at Tesla, it's the number one focus that he sees and hears in virtually every meeting. Green, the only said version 12.3 on the 2023.44 branch has the actually smart summon added. That checks out as replying to Farzad, Elon said, major improvements coming for summon and banish, which is what they're calling auto park next month. Pretty clever naming here, auto park is also called reverse summon, so summon is when you ask your car to drive to you from somewhere in the parking lot. Thus, reverse summon is when you want to send your car away to go park itself. And the word banish effectively means to send away or to get rid of something.

现在这将会非常困难。我们需要在这里表现得非常肯定。哇，哇，太棒了。那非常棒。那正是我处理这种情况的方式。明确表明了意图，肯定态度，毫不犹豫，这让另一名司机能够非常自然地对我们的行为做出反应。再加上一个令人兴奋的12.3操作，Rob甚至表示他对这个版本也感到兴奋。回应一个用户要求12.3广泛发布的要求，Rohan Patel表示，人们可能会对每个版本和软件更新中进行的验证和测试工作感到惊讶。模拟、阴影模式评估、赛道测试、实地测试、工程车辆、员工子集等等。安全第一在特斯拉确实不仅仅是一个口号，它是他在几乎每次会议中看到和听到的首要关注点。Green唯一表示，在2023.44分支上的12.3版本实际上添加了智能召唤功能。对Farzad回答时，埃隆表示，即将对召唤和驱逐进行重大改进，其中他们称之为下个月即将推出的自动停车。这里起到了非常聪明的命名，自动停车也被称为反向召唤，所以召唤是当你要求你的车从停车场的某个地方开到你这里时。因此，反向召唤是您想要让您的车离开自己去停放的时候。而“驱逐”一词实际上意味着赶走或摆脱某物。

Put something to a really challenging situation, we gotta get into the right lane, but the traffic is super backed up. This will be very interesting, we have a bicyclist right in front of us. Ooh, yes, yes, yes, very good, assertive, keep going, I love this, this is amazing, amazing. Oh, we're even gonna look at that, we even squeezed in here between these two cars. Holy. The best thing I've ever seen. The founder of Dell, Michael Dell commented on version 12.3 saying, super impressive, like a human driver. Responding to that, Elon said version 12.4 is another big jump in capabilities, our constraint in training compute is much improved. Responding to Chuck Cook, Ashok Eliswami said, reverse coming soon when the actually smart summon and the FSD models merge together over the next few releases.

将某事置于一个极具挑战性的情况中，我们必须进入正确的车道，但交通非常拥挤。这将会非常有趣，我们前面正好有一名骑自行车的人。哦，是的，是的，非常好，自信一点，继续前进，我喜欢这样，太棒了，太棒了。哦，甚至我们还要看看，我们甚至在这两辆车之间挤进来了。哇。这是我见过的最棒的事情。戴尔的创始人迈克尔·戴尔评论了12.3版本，称其“非常令人印象深刻，像一个真实的驾驶员”。对此，埃隆回应称，12.4版本在能力上又有了新的飞跃，我们在训练计算方面的限制得到了很大改善。对查克·库克的回应，阿舒克·埃里瓦迈表示，很快就会推出反向获取功能，当实际智能召唤和全自动驾驶模型在未来几个版本中合并。

Over the next few months, we can now expect FSD to finally have the ability to reverse on its own, which will definitely give it more capabilities getting out of tough situations. And yes, given the context of Ashok's comment, I'm confident he was referring to FSD getting the ability to reverse, not just that auto park was going to be able to reverse. FSD, smart summon and banish should all have the ability to reverse. Tesla Scope shared this update at the end of January. They said, This last weekend, Tesla began internal testing of a new end-to-end training campaign, focusing on reversing up to a max of 50 feet and limited to 3 miles per hour. Reversing on FSD has not yet been tested on public roads, it's too early in the testing, and has only been trialed on company property and test tracks. This testing is intended to work alongside the new smart summon for situations where the vehicle is advancing through a parking lot and cannot proceed due to another vehicle. Ashok also said, Motivating to see the overwhelmingly positive response to our latest FSD-12 release. Efforts over the past several months went into making this new approach beat the previous version 11 stack, which was developed over many years. We believe V12 has net surpassed it now, and hence the next set of 12-dot releases should bring unprecedented progress. Ashok is definitely not one for hyperbole, so coming from him, that certainly carries a lot of weight. Yeah, this is super impressive. My expectations right now have changed with FSD slightly, maybe even significantly, I don't know, but I think by the end of this year they're going to be able to improve the system a lot with more data and more compute. And yeah, in a year this thing should be, I mean, way better than it is now, but even right now it's quite impressive.

在接下来的几个月里，我们可以预期FSD终于具备了自行倒车的能力，这将使其在困难情况下有更多的应对能力。是的，考虑到阿肖克的评论背景，我相信他指的是FSD获得了倒车的能力，并不仅仅是自动泊车可以倒车。FSD、智能召唤和驱散应该都具备倒车的能力。特斯拉范围在一月底分享了这个更新。他们表示，上个周末，特斯拉开始内部测试一项全新的端到端培训计划，重点是倒车最大距离为50英尺，速度限制为每小时3英里。FSD的倒车功能尚未在公共道路上测试，目前还处于早期的测试阶段，只在公司内部和测试赛道上进行了试验。这项测试旨在与新的智能召唤一起使用，在车辆在停车场行驶时无法前进时使用。阿肖克还表示，看到我们最新的FSD-12发布收到了极为积极的响应是令人振奋的。在过去几个月里我们努力使这种新方法超越之前开发多年的版本11，我们相信V12现在已经超越了它，因此接下来的12.x版本应该带来前所未有的进展。阿肖克绝对不会言过其实，所以从他口中说出来，这肯定是非常有份量的。是的，这确实令人印象深刻。我的对FSD的期望现在已经略有改变，甚至可能很大，我不知道，但我认为到今年年底他们将能够通过更多的数据和计算能力来大大改进系统。是的，在一年内，这个系统应该会变得更好，我是说，比现在好多了，但即使现在它已经相当令人印象深刻了。

To try to balance out some of the hype around 12.3, there are still even Tesla fans like Tesla Joy that did not have a great experience initially with 12.3. In LA she said there were still multiple interventions and disengagements, and she said it's not ready for the production version yet. Specifically, she said slowing down for no reason, crossing double yellow from HOV lane without signaling, almost hitting the car in the next lane, missing freeway interchange, picking the left turning lane with four cars ahead of me instead of the one without any cars in front. I do think it's very important to note though, most of the problems that Joy was talking about could be because version 11 is still being used for the highway stack. As far as we know, we can be pretty confident that version 12 has not taken over for or merged into the highway stack.

为了试图平衡一些围绕12.3版本的炒作，即使是特斯拉的粉丝像特斯拉乐乐这样的人最初也没有一个很好的体验。在洛杉矶，她说仍然存在多次干预和解除刹车，她说它还没有准备好成为生产版本。具体地，她说无缘无故减速，从HOV车道穿过双黄线而没有转向信号，差点撞到另一条车道的车，错过了高速公路出口，挑选了左转车道，前面有四辆车，而另一条车道却没有车。不过我认为非常重要的是，乐乐所谈论的大多数问题可能是因为11版本仍然被用于高速公路堆栈。就我们所知，我们可以相当有信心地认为12版本尚未取代或融入高速公路堆栈。

If you're confused, it's understandable because yes, version 11 was supposed to be the release that brought everything into a single stack for both the highways and city streets. That happened, so for a time on V11 we were single stack, but recently there's been a new bifurcation where version 12 has gone to update the city streets, we're still on V11 for the highway. Currently I have zero insight into why this bifurcation happened, but if I hear something, you'll hear about it too.

如果你感到困惑，这是可以理解的，因为是的，版本11本应是将所有内容整合到一个单一平台，包括高速公路和城市街道。这确实发生了，所以在V11上我们曾一度是单一平台，但最近发生了一次新的分歧，在版本12中更新了城市街道，而我们在高速公路上仍然使用V11。目前我对为什么会发生这种分歧一无所知，但如果我听到了什么，你也会知道的。

I think it's important we talk about Zach Nelson, the host of Jerry Rick Everything, and the controversy that he sparked up over the weekend. We all need to be hyper aware of potential incentives behind one's opinions. Let me be clear, somebody can hold an honest opinion that's also supported by a financial incentive. The problem arises when these financial incentives actually change or skew the opinion that that creator is sharing. First he said it should only be called full self-driving if the manufacturer takes full responsibility for the car's actions, but as we've known for years, Tesla's FSD is a beta. He went on to say Tesla has been selling their $12,000 lie for eight years now. Then replying to whole marr, Zach said that was a lot of words to describe a level 2 driver's assistance system, which everyone else also has.

我认为重要的是我们谈一谈杰里·里克一切节目主持人扎克·纳尔逊，以及他周末引发的争议。我们都需要高度警惕一个人观点背后可能存在的激励因素。让我明确一点，一个人可以持有一个诚实的观点，并且这个观点也可能受到财务激励的支持。问题在于当这些财务激励实际上改变或扭曲了创作者所分享的观点时。他先是说只有制造商对车辆的行为承担全部责任才应该被称为全自动驾驶，但多年来我们都知道，特斯拉的全自动驾驶仍处于测试阶段。他接着说特斯拉已经连续八年在销售价值12000美元的谎言。然后在回复Whole Marr时，扎克表示那是很多话来描述一个二级驾驶辅助系统，其他所有人也都有。

Zach said I've gone completely hands free and afford for 30 minutes straight. Last time I checked, Tesla still requires a steering wheel grab every two minutes. Tesla is a level 2 just like everyone else. He said imagine you paid $12,000 for something called FSD, and then the manual tells you to keep your hands on the wheel at all times. I'm equally impressed and terrified by how many Tesla stands haven't read the manual and appear to be putting everyone else's lives at risk. I can see why Nitza is involved now, y'all are nuts. And the cherry on top, Zach said if it was more capable of being a level 2 than it would be a level 3, but it's not. They named it after a level 5 though, which is where my main issue lies. Bait and Switch false advertising, this FSD scam fits in both categories. Well, what do you know? Just today, Zach uploads a video on YouTube, and in the first few seconds, it says clearly, this video is sponsored by Ford, titled What Does Hands Free Driving Even Mean? Remember how I said those incentives can skew somebody's judgment? Well, in this case, Zach is most likely getting over a 5-figure incentive to talk highly of Ford's level 2 8-ass system.

扎克说，我已经完全实现了30分钟的无需操作，自动驾驶。上一次我查看时，特斯拉仍然需要每两分钟抓住方向盘。特斯拉只是像其他车辆一样是二级自动驾驶。他说想象一下你花了12000美元买了一个叫做FSD的东西，然后说明书告诉你始终要把手放在方向盘上。我对于多少特斯拉的支持者没有读说明书并且似乎 jeopardizing 其他人的生命感到同样印象深刻又恐惧。我现在明白为什么Nitza参与了，你们都疯了。然后最让我生气的是，扎克说如果特斯拉有着更高的二级自动驾驶能力，它就应该是三级的，但事实并非如此。他们将其命名为五级，这正是我主要的问题所在。诱骗和虚假广告，这个FSD骗局符合这两个类别。好了，知道发生了什么吗？就在今天，扎克在YouTube上上传了一个视频，在最开始的几秒钟里清楚地说，这个视频是由福特赞助的，标题是“无需操作驾驶到底是什么意思？”记得我怎么说过这些奖励可以扭曲某人的判断力吗？在这种情况下，扎克很可能会得到五位数字的激励来高度赞扬福特的二级8辅助系统。

I'd also add that anyone that in good faith is arguing that the SAE levels, level 1, 2, 3, 4, 5, that that is the true indication of how capable a system is has no idea what they're actually talking about. Tesla has wisely chosen to keep FSD at level 2 so that the driver remains responsible as they should be. This is part of why I said last week, I think it's foolish for Ford to offer the ability to take your hands off the wheel because they still require the driver to remain attentive and be prepared to take control at any moment. Thus, whether you're in a Ford and you can take your hands off or you're in a Tesla and you're supposed to have your hands on the wheel, it doesn't matter because both drivers are still required to be paying attention at all times.

我还要补充的是，任何真诚地认为SAE的级别，即等级1、2、3、4、5，是衡量系统能力的真正指标的人都不明白他们在说什么。特斯拉明智地选择保持完全自动驾驶在2级，这样司机仍然有责任，正如他们应该有的责任一样。这也是我上周所说的原因之一，我认为福特提供能够将手放开方向盘的功能是愚蠢的，因为他们仍需要司机保持警惕，随时准备接管控制权。因此，无论您是坐在福特车上可以放开手还是坐在特斯拉车上要求保持握住方向盘，都并不重要，因为两种驾驶员都仍然必须时刻保持警惕。

So, for Zach to actually be arguing that Tesla's FSD is the same capability as all of the other level 2 SAE systems is the height of stupidity. Just one example, you can drop a Tesla with FSD on any street in the United States and it'll start driving. You cannot do the same with Ford because it's limited to certain highways. I mean seriously, does Zach really think that Ford's blue crews could pull off any of the clips that we've shared on the channel of Tesla's FSD over the past few weeks? It's just frustrating because he has such a large audience and he's misleading so many people. Hopefully though, sometime in the next two years or so Tesla finally cracks the code and then people like Zach will be proven wrong once and for all.

因此，扎克实际上在辩称特斯拉的全自动驾驶功能与所有其他2级SAE系统具有相同的能力，这纯属愚蠢至极。举个例子，你可以把装有全自动驾驶功能的特斯拉放在美国的任何一条街上，它就会开始行驶。但你不能对福特做同样的事情，因为它只能在某些高速公路上行驶。我是认真的，扎克真的认为福特的蓝色乘员能够像我们在过去几周频道上分享特斯拉全自动驾驶功能的视频一样吗？这令人沮丧，因为他有这么庞大的观众群体，却在误导着这么多人。但希望在未来两年左右，特斯拉最终能攻克这个难题，那时像扎克这样的人最终将被证明是错的。

Before we move on today, the NTSB launched an investigation into Ford's blue crews system after a fatal accident in Texas. Preliminary data shows that blue crews might have been active at the time of the crash. Interesting how the headline leaves out Ford, had this been Tesla, would they have been treated the same way? When I've criticized some of the other vehicles that we've reviewed in the past, it's normally because I'm saying $55,000 or $65,000. For those vehicles, I felt that they reduced the interior too much for the price point. But at a $35,000 vehicle, at this price point, this is one of the nicest interiors that I've seen. That price point, I'm comparing it to the Chevy Bolt, the Chevy Bolt, the doors are almost all plastic, just a form wrap at the top.

在我们继续今天的内容之前，NTSB在得克萨斯州发生一起致命事故后对福特的蓝色船员系统展开了调查。初步数据显示，在事故发生时，蓝色船员系统可能已经启动。有意思的是，新闻标题没有提到福特，如果这是特斯拉，他们会受到相同对待吗？在过去的评论中，当我批评一些我们过去审查过的车辆时，通常是因为我说的是5.5万美元或6.5万美元。对于那些车辆，我觉得他们在这个价格点上减少了内部装饰。但对于一辆价值3.5万美元的车辆，在这个价格点上，这是我见过的内部装饰最漂亮的之一。在这个价格点上，我在与雪佛兰Volt进行比较，雪佛兰Volt的门几乎都是塑料，顶部只是简单的包裹。

This has much nicer styling, it has much nicer premium materials compared to the price point in the Chevy Bolt. So even though it is a smaller vehicle for someone of my size, I think that it is a great offering at a $35,000 vehicle for what they are giving you. The Cybertruck has made an appearance at Gigabrelin, so it'll be nice for some of the employees over there to get to check it out. Kyle Connor shared a screenshot of the UI in his Cybertruck showing three induction motors. Wes, a Cybertruck engineer said there must be a bug, it is true that the tri-motor configuration is permanent magnet up front, dual induction in the rear.

这款车型的设计非常漂亮，比雪佛兰螺栓的价格点更高级更精致。所以即使它是一辆对于我的尺寸来说较小的车辆，我认为以35,000美元的价格提供如此多的功能是非常棒的。Cybertruck已经亮相Gigabrelin，所以那里的员工们能够看到它是件好事。Kyle Connor在他的Cybertruck上分享了UI的截图，显示了三个感应电动机。Cybertruck工程师Wes说可能有bug，事实上三电机配置是前置永磁电机，后置双感应电机。

Dave Sparks, who has a YouTube channel with over 3.4 million subscribers, had this to say about Tesla. Dave and his team were the ones that were doing a bunch of modifications to their Cybertruck. Dave said that the Tesla team thought it was cool and they wanted to go out and see it in person. Then Tesla offered up top tier level tech support and guidance as they worked through their complex systems. Dave did not know much about Tesla before this project, but he went on to say he discovered how insanely passionate Tesla employees and fans are about tech and innovation, like these people genuinely love what they do.

Dave Sparks拥有一个拥有超过340万订阅者的YouTube频道，他对特斯拉有这样一番评价。Dave和他的团队是那些对他们的Cybertruck进行大量改装的人。Dave说特斯拉团队认为这很酷，他们想要亲自去看看。然后特斯拉提供了一流的技术支持和指导，当他们处理复杂的系统时。在这个项目之前，Dave对特斯拉并不了解，但他接着说他发现特斯拉员工和粉丝对科技和创新是多么疯狂的热情，像这些人真的热爱他们在做的事情。

He said so even if you're not a fan of EVs or some of Tesla's designs, we should all be cheering for this aggressive, innovative and passionate American company, which employs a lot of American people because at the end of the day, we're all on the same team. To add to Tesla doing cool things, unfortunately a Cybertruck forum member was diagnosed with stage 4 cancer and they asked for a rush on their cyber beast delivery. One month later and Tesla made a home delivery. The user said our new beast arrived plus support from a rose gold black and a stainless Cybertruck they made a grand entrance filled the driveway and were there to address any new needs or concerns or questions for as long as we wished.

即使你不是电动车或特斯拉设计的粉丝，他还是说我们应该为这家富有进取精神、创新能力和激情的美国公司加油，因为它雇佣了很多美国人，最终我们都是一个团队。除了特斯拉做的酷事，不幸的是，一位Cybertruck论坛会员被诊断患有四期癌症，他们请求加快交付他们的电子野兽。一个月后，特斯拉就实现了送货上门。该用户称，我们的新野兽抵达了，并获得了一辆玫瑰金黑色和不锈钢Cybertruck的支持，它们华丽地进入了车道，并且愿意随时为我们解决任何新的需求、疑虑或问题。

Car and driver did some unofficial testing with the Cybertruck Tano open and closed and the result, when it's closed, it results in a roughly 10% efficiency improvement. Getting around 250 miles with the Tano closed would mean getting around 225 miles on the same trip with it open. Just FYI, Cybertruck's are now slowly showing up on car rental sites like Turrell, for example this one that's in Rhode Island, available for around $300 per day. rapper Swae Lee has taken delivery of his Cybertruck and Elon commented saying, you're welcome, hope you like it.

《汽车和驾驶员》杂志进行了一些非官方测试，测试了Cybertruck Tano开启和关闭的情况，结果显示，关闭时能够实现大约10%的效率提升。使用Tano关闭状态可以行驶大约250英里，而使用Tano开启状态同样的行程可能只能行驶大约225英里。值得一提的是，现在Cybertruck车型逐渐出现在像Turrell这样的汽车租赁网站上，例如这辆在罗得岛的车型，每天租金大约为300美元。说唱歌手Swae Lee已经收到了他的Cybertruck，埃隆评论道：你喜欢的话就好。

Swae said it's to next level. Sierra has also taken delivery of her Cybertruck and Samuel Garcia, the governor of Nuevo Leone said the first Cybertruck arrived in Mexico and we have it in Monterey, the future is bright. Unfortunately, Monroe Live has said they are not going to sell any battery cells this time around from their tear down. I think they should make an exception for Jordan from the limiting factor though because they did say we're still opening the pack in doing our own testing and analysis. Whether the testing comes from Jordan or the Monroe team, it'll be really nice to get an update on these newer generation 4680s to see what type of progress chemistry-wise and energy density-wise is being made.

Swae说这是一个新的里程碑。Sierra也已经收到了她的Cybertruck，Nuevo Leon州长塞缪尔·加西亚表示第一辆Cybertruck已经抵达墨西哥，我们在蒙特雷市拥有它，未来光明。不幸的是，Monroe Live表示他们这次不打算销售任何电池单元。我认为他们应该为约旦从限制因素那里例外，因为他们确实说我们仍然在打开包装进行自己的测试和分析。无论测试是由约旦还是Monroe团队进行，了解这些新一代的4680电池的进展，以了解在化学组成和能量密度方面取得的进展将是非常好的。

Apparently there's a bill in New Jersey right now that would make the state the worst EV tax policy in the country at $250 for a registration fee every year. Rojan said if this goes through, New Jersey will take number one in terms of punitive levels for EV drivers replacing Alabama. I'm not justifying this but New Jersey does have one of the country's highest gas taxes so I'm not really that surprised by this one. The Federal Highway Administration has announced an RFI, a request for information to get feedback on updating their minimum standards for EV charging stations. As we've talked about, the current requirements allow for alternative types of connectors as long as there's also a CCS connector.

显然，新泽西州目前有一项法案，每年注册费将达到250美元，使该州成为全国最严厉的电动汽车税收政策。Rojan表示，如果这项法案通过，新泽西将取代阿拉巴马成为对电动汽车驾驶者惩罚最严重的州。我不是为这样做辩解，但新泽西的汽油税是全国最高之一，所以我对这个消息并不感到惊讶。联邦公路管理局宣布了一项RFI，即寻求信息的请求，以获得有关更新电动汽车充电站最低标准的反馈意见。正如我们之前所讨论的，目前的要求允许使用替代类型的连接器，只要还有一个CCS连接器就可以。

But given NACS adoption, they're finally realizing they may need to adjust the guidelines. Hopefully this RFI results in them dropping the requirement to include CCS chargers at all stations. That is in order to get this federal funding. Here's one of Tesla's new ads with my own music. I think they're getting better. A Model 3 Ludacris variant was spotted in San Francisco over the weekend and a user took this image showing what appears to be a carbon fiber dash. The user also said this vehicle had 19 inch wheels and according to the VIN, it was actually produced in Shanghai. The front and rear of the vehicle were both still in camouflage. Tesla has said prices in the United States will increase by $1,000 for all Model Y trims on April 1st.

然而，鉴于NACS的采用，他们最终意识到他们可能需要调整准则。希望这份请求询价结果是他们取消所有站点必须包含CCS充电器的要求，以获得联邦资金。以下是特斯拉的一则新广告，配有我的音乐。我觉得他们越来越棒了。上周末在旧金山发现了一辆Model 3 Ludacris变种车，一名用户拍摄了显示出一块碳纤维仪表盘的图片。用户还表示这辆车配备了19英寸的轮毂，并且根据VIN码，该车实际是在上海生产的。车辆的前后仍然被伪装着。特斯拉表示，4月1日起，美国市场所有Model Y车型的价格将上涨1000美元。

The question becomes, will Tesla keep prices there or is this just a move to encourage people to buy one before the end of quarter one? And no, I don't think that Tesla is playing an early April Fool's joke with this one. Tesla also said Model Y prices will increase across a number of countries in Europe on Friday, March 22nd. I've said before, using every price hike as an indication that demand is soaring and every price cut to mean that demand is cratering is not a wise way to look at this. That completely overlooks all of the input costs that also fluctuate in price over time. We do know that Gary Black and Wall Street will like this one.

问题是，特斯拉会继续保持那个价格吗？还是这只是在鼓励人们在第一季度结束前购买？不，我不认为特斯拉是在耍早愚人节的玩笑。特斯拉还表示，Model Y的价格将在3月22日星期五在欧洲的多个国家上调。我以前说过，将每次涨价视为需求飙升的迹象，将每次降价视为需求暴跌的方式并不明智。这完全忽略了随时间波动的所有成本。我们知道加里·布莱克和华尔街会喜欢这一点。

At the same time in China, Tesla is offering up to $1,500 off inventory vehicles for the Model Y with Hardware 3. On the Don Lemon Show, Elon confirmed that the Roadster will do 0-60 in under 1 second and that will not be the most exciting thing about it. It won't have wings, it will not have propellers, but Elon said it will have a yoke and it will be drive by wire. Elon also said, I don't think anyone will ever make a product like the Roadster we're going to make. This week, the Biden administration is expected to finalize their new regulations for tailpipe emissions. We're expecting an announcement as soon as Wednesday. Listen to this, Jason Isaac, the American Energy Institute CEO, said it certainly won't do anything to improve human health. It won't do anything to reduce pollution.

同时，在中国，特斯拉为搭载硬件3的Model Y提供高达1500美元的现车折扣。在《唐·莱蒙秀》上，埃隆确认了Roadster将在不到1秒内完成0-60加速，并称这不会是最激动人心的事情。它不会有翅膀，也不会有螺旋桨，但埃隆表示它将采用方向盘，是通过电子驱动的。埃隆还说，我不认为有人会制造出我们即将推出的Roadster这样的产品。本周，拜登政府预计将最终确定新的尾气排放法规。我们预计将在周三宣布。听着，美国能源研究所首席执行官杰森·艾萨克说，这肯定不会对人类健康有任何改善。它也不会减少污染。

We've proven in this country that we're already a world leader in clean air. All it's going to continue to do is push the cost of EVs onto purchasers of internal combustion engine vehicles. This is exactly the same bogus reasoning that we just saw Tesla leave that FCAI group in Australia over. To Jason, I would say, if you're so confident, why don't you go sit in your ICE car, in your closed garage, turn it on and see what happens. If you really think that taking those emissions off the road isn't going to improve human health, then I don't know what to tell you. The Energy Department is set to give a $2.26 billion loan to Lithium Americas for them to build a refining plant at their Thacker Pass mine in Nevada.

我们已经证明在这个国家，我们已经是清洁空气方面的世界领导者。它所做的一切将继续把电动汽车的成本转嫁给内燃发动机车辆的购买者。这正是刚刚看到特斯拉因此离开澳大利亚的FCAI团体的错误推理。对于杰森，我想说，如果你如此自信，为什么不坐在你的内燃机汽车里，在封闭的车库里，打开发动机看看会发生什么。如果你真的认为将这些排放物从道路上清除不会改善人类健康，那我也不知道该说什么了。能源部准备向锂美洲公司提供22.6亿美元的贷款，用于在他们内华达州的萨克尔通行矿山建设一个精炼厂。

Thacker Pass initially is set to produce 40,000 metric tons of battery-quality Lithium annually enough for about 800,000 EVs per year. Production is expected to start in 2027 and eventually ramp up to 1.6 million EVs per year. This is pretty convenient for GM as let's not forget they invested $650 million into the Thacker Pass project for exclusive rights to the Lithium extracted from the mine for up to 15 years. The entire cost of this project was supposed to be $2.93 billion. Between GM and the Department of Energy, this project is effectively fully funded. I can't believe I'm saying this right now, but at least for this season, Toyota is being proven right to a degree when it comes to hybrid sales.

撒克帕斯最初计划每年生产40,000公吨优质电池级锂，足以供应约80万辆电动汽车。预计生产将于2027年开始，并最终增加到每年生产160万辆电动汽车。对通用汽车来说，这非常方便，因为他们投资了6.5亿美元用于撒克帕斯项目，并获得了从矿山开采的锂独家权利，持续时间长达15年。整个项目的成本原本预计为29.3亿美元。在通用汽车和能源部的共同努力下，这个项目实际上是完全资助的。现在我真不敢相信自己在说什么，但至少在这个季节，丰田在混合销售方面得到了一定的验证。

US sales of hybrids jumped 50% in the first two months of this year, which outpaced EV sales, which only grew 13%. Hybrid's flew off dealer lots in 25 days on average nearly three times faster than full BEVs and twice as fast as ICE cars. The number of hybrid models on sale in the US grew 40% over the past five years to about 70 for the 2024 model year. With so many automakers focused on hybrids, that means they're not as focused on full BEVs, opening up more market share for Tesla. And hopefully next time around, these hybrid owners go full BEV. This is a rumor and one I'm skeptical of, but Chris Zhang said a source is saying Tesla will host its third AI day next month, which would be in April.

今年头两个月，美国的混合动力汽车销量增长了50%，超过了电动汽车销量的增长，后者只增长了13%。混合动力汽车在经销商那里平均只需25天就能卖完，几乎是全电动车的三倍，是传统燃油车的两倍。过去五年，美国市场上销售的混合动力车型增长了40%，到2024年已经达到约70款。由于这么多汽车制造商都在关注混合动力车型，这意味着他们并不太关注全电动车，为特斯拉开辟了更多的市场份额。希望下一次这些混合动力车主们选择全电动车。虽然这只是传言，我对此持怀疑态度，但克里斯·张表示有消息称特斯拉将在下个月举办第三次人工智能日，即在4月份举行。

Just a rumor for now, we'll see how this develops. Tesla's manager in Sweden has given his first interview opening up about the strikes. He said in meetings, none of his employees ask about collective agreements, they just want to know how they can help with different solutions in this situation. Remember, these strikes began at the end of October 2023. He said, we have managed to keep both the sales, delivery and service organizations running as usual. Tesla has about 300 employees in Sweden, EF-Mital's strike includes 130 of them, but only about 30 are on strike according to Tesla. He said, we feel confident we will have Sweden's best selling car when we sum up the year. Despite the fact that regular cleaning routines and waste collection are not being carried out due to sympathy strikes, he said the team came up with a solution that we have approved. He said there is no internal pressure whatsoever to introduce a collective agreement, this among the employees. He confirmed Tesla is opening up its own damage repair shop in Stockholm during the spring. There is no ongoing negotiation between EF-Mital and Tesla and no solution in sight. We are still open to a dialogue, but we stick to our line.

目前只是谣言，我们将看看事态的发展。特斯拉在瑞典的经理首次接受了采访，谈到了罢工的情况。他表示在会议中，他的员工并没有问及集体协议，他们只想知道如何在这种情况下提供不同的解决方案。记住这些罢工是在2023年10月底开始的。他说，我们已经成功地让销售、交付和服务组织照常运转。特斯拉在瑞典有大约300名员工，EF-Mital的罢工包括其中的130人，但特斯拉表示只有大约30人在罢工。他说，我们相信在年底总结时我们将拥有瑞典最畅销的汽车。尽管由于支持罢工，定期清洁和垃圾收集工作并未进行，但他说团队想出了一个解决方案，我们已经批准。他说员工之间没有内部压力要引入集体协议。他确认特斯拉将在春季在斯德哥尔摩开设自己的损坏修复店。EF-Mital和特斯拉之间没有正在进行的谈判，也看不到解决方案。我们仍然愿意进行对话，但坚持我们的立场。

We have users out in the field showing demos that the Supercharger network is now officially open for Rivian customers. Plug-in charge is active as well. RJ said, super excited for this. We'll begin shipping free NACS adapters to Rivian owners in April, and compatible Superchargers will show up in Rivian navigation when you plan a trip. Charging will be plug-in charge with automatic billing, no app required. Rivian was asked when the Adventure network will open for Tesla and other EVs. Rivian said we're excited to share more on this in the future. You can't overstate the importance of this for Rivian and overall EV adoption. And then on Tesla's side, of course, their charger utilization will increase and will bring in more revenue. Rivian also just trademarked a new name, the R1X, and we heard that the R3X is going to be a performance variance of the R3. So perhaps the R1 lineup will get a performance variant as well. We'll see.

我们有用户在外展示演示，超级充电网络现在正式对Rivian客户开放。插电充电也已激活。RJ说，对此非常兴奋。我们将从4月开始向Rivian车主免费发货NACS适配器，并且当您计划旅行时，兼容的超级充电器将在Rivian导航中显示。充电将采用插电充电方式，自动结算，无需应用。有人问Rivian冒险网络何时会向特斯拉和其他电动汽车开放。Rivian说，我们很高兴将来能分享更多。这对Rivian和整体电动汽车市场的发展至关重要。而在特斯拉这边，他们的充电器利用率将增加，带来更多收入。Rivian还刚刚注册了一个新名称，R1X，我们听说R3X将是R3的性能变体。也许R1系列也会推出一个性能变体。让我们拭目以待。

Fiskar is now pausing production for six weeks to focus on strategic and financing initiatives. Fiskar did say it secured $150 million in debt financing, but it's contingent on a number of factors. In my eyes, bankruptcy is still the most likely outcome, even if the can is kicked down the road. Tesla has finally opened its first showroom in Vermont. Previously, customers would have to drive 3 plus hours. Here we have the Audi Q6 and the SQ6 ETRON both built on an 800 volt platform. These cars will be on VW's premium platform electric, the first EVs to be made at their plant in Germany. These cars will have two OLED displays plus an optional 10.9 inch touchscreen for the passenger that can play videos, but is blocked from the driver's view while the car is in motion. The infotainment software is a new Android based system. It'll have a 94.4 kilowatt hour battery and they're expecting an EPA range of around 300 miles. The Q6 will eventually migrate to the NACS, but it's going to launch with a CCS connector. Pricing for the US market has yet to be announced, but the word is they're expecting around $66,000. And $72,000 for the SQ6. Ordering for the Q6 and for the S Performance variant will open this month in Europe. It'll start at about $81,000. This midsize SUV is expected to go on sale in the United States later this year.

Fiskar现在暂停生产六周，专注于战略和融资举措。Fiskar确实表示已获得1.5亿美元的债务融资，但这取决于一系列因素。在我看来，破产仍然是最有可能的结果，即使推迟发生。特斯拉终于在佛蒙特州开设了第一家展厅。以前，客户需要开车3个多小时。这里有奥迪Q6和SQ6 ETRON都建立在800伏特平台上。这些汽车将在大众的高端电动平台上生产，是德国工厂首款电动汽车。这些汽车将配备两个OLED显示屏，以及一个可选的10.9英寸触摸屏，供乘客播放视频，但在汽车行驶时会被挡住，不会显示给驾驶员。信息娱乐软件是一个基于安卓系统的全新系统。它将配备一个94.4千瓦时电池，预计EPA续航里程约为300英里。Q6最终将迁移至北美联邦充电标准，但是首次推出将使用CCS连接器。美国市场的定价尚未公布，但有消息说他们预期售价约为6.6万美元和7.2万美元。Q6和S Performance车型的订购将于本月在欧洲开放。起售价约为8.1万美元。这款中型SUV预计将于今年晚些时候在美国销售。

Mercedes does not want to be left out. They're adding Aptronics Apollo humanoid robots to its factories to complete physically intensive and low-skilled tasks. Apollo is 5'8", weighs 160 pounds, can lift up to 55 pounds and can currently run for four hours on a single battery pack. No recharging for Apollo, they do battery pack swaps. Mercedes said this is a new frontier and we want to understand the potential both for robotics and automotive manufacturing to fill labor gaps in areas such as low-scale repetitive and physically demanding work to free up our highly skilled team members on the line to build the world's most desirable cars. Not wanting to be outdone by Figure N BMW.

梅赛德斯不想落后。他们正在向工厂添加Aptronics Apollo人形机器人，以完成体力劳动和低技能要求的任务。Apollo身高5英尺8英寸，重160磅，可以举起55磅重的物品，目前可以在单个电池包上运行四个小时。Apollo无需充电，只需要更换电池包。梅赛德斯表示，这是一个新的领域，我们希望了解机器人技术和汽车制造在填补劳动力缺口方面的潜力，特别是在低技能重复性和体力劳动繁重的领域，以便释放我们高技能的生产线团队成员，打造出世界上最令人向往的汽车。不想被宝马超越。

Tesla stock closed the day at $173.80 up 6.25% while the NASDAQ was up 0.82%. It was an average volume day for Tesla trading about 3 million shares below the average 30-day volume. Tesla stock bounced perfectly off of this trend line, so now we'll watch and see if over the next few weeks it can climb above the roughly $205 price to avoid setting yet another new lower local high. I hope you guys have a wonderful day. Please like the video if you did. You can find me on X linked below and a huge thank you to all of my Patreon supporters. Thanks for watching!.

特斯拉股价收盘价为173.80美元，上涨了6.25%，而纳斯达克指数上涨了0.82%。这是特斯拉交易日的平均成交量，约为30天平均成交量的300万股。特斯拉股价在趋势线上完美反弹，现在我们将观察并看看未来几周内它是否能突破大约205美元的价格，避免再次创下新的低点。祝大家有一个美好的一天。如果你喜欢这个视频，请点赞。你可以在下面找到我的连接，并感谢所有我的Patreon支持者。谢谢观看！