Tesla Autopilot Data Incoming / Wayve vs. FSD / Tesla Argentina ⚡️
发布时间 2024-05-08 08:58:41 来源
摘要
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Welcome to Electrified, as your host, Delanumus, quick shout out to my newest patrons Curtis W and Charles F. Thank you for choosing to support the channel. Also real quick, if you're saving the link for the 3D maths for use in the future, they did give me a new link. So if you can use that one, that would be great. I'll have it linked below. On the channel, we already talked about Brad and Bill and their podcast, where they were talking about Tesla's FSD12, Elon reposted that saying accurate analysis.
欢迎来到Electrified，我是您的主持Delanumus，特别致谢最新的我的赞助人Curtis W和Charles F。感谢您选择支持该频道。另外，如果您保存了3D数学链接以备将来使用，他们给我提供了一个新链接。所以如果您能使用那个链接，那就太好了。我会在下方提供链接。在频道上，我们已经谈论了Brad和Bill以及他们的播客，在那里他们讨论了特斯拉的FSD12，埃隆转贴说这是一个准确的分析。
Only about 1-10,000th of distance driven is useful for training. The limiting factor for FSD progress was AI training compute, but now it's validation as the interventions are so rare. Now, if we assume that Elon means distance driven is miles on FSD, if we then guesstimate that Tesla is doing about 1 billion miles, we'll just call it every quarter right now. If you divide that by 10,000, that would be 100,000 miles per 1 billion miles on FSD that are actually useful for training the system. Meaning, a lot of those miles are just cruising around where there's not much happening.
只有大约1-10,000分之一的驾驶距离对训练有用。自动驾驶的进展受到AI训练计算的限制，但现在验证是一个限制因素，因为干预情况非常罕见。现在，如果我们假设埃隆所说的驾驶距离是完全自动驾驶时的英里数，如果我们估计特斯拉正在进行大约10亿英里的运行，我们现在就称之为每个季度的行驶量。如果我们将这个数字除以10,000，那么每10亿英里的自动驾驶里就有100,000英里实际上对系统训练有用。也就是说，很多里程只是在周围巡航，没有太多发生。
We also now have the limiting factor for FSD progress being validation, which I'm expecting to mean Tesla testing a new version of the system after it's been trained before they can then actually deploy it to customers. AKA, they have to validate the new system before it's deployed. With those new systems, they have to do a stress test of sorts to find some edge cases to see how it's actually going to perform, and that right now is the limiting factor. Naturally, having more cars doing this quality assurance testing would help to find those interventions a bit faster, but how many people do you trust with that new build software?
我们现在的全自动驾驶进展的限制因素是验证，这意味着特斯拉在训练完新系统后必须测试新系统的一个版本，然后才能实际部署给客户。也就是说，在部署之前他们必须验证新系统。对于这些新系统，他们必须进行一些压力测试，找出一些边缘案例，看看它实际上要表现如何，这目前是限制因素。当然，做这种质量保证测试的汽车越多，就越有助于更快地发现这些干预情况，但你会信任多少人处理这种新建立的软件呢？
Then there's the question about synthetic data, and don't forget what Elon said in March of this year. The vector sum of humans on team usable compute and unique access to data define AI competitiveness. It's remarkable how quickly we run out of human created data, reality itself, and synthetic data for the win. Simply put, right now as Tesla is on the March of the 9s toward solving autonomy, it's becoming harder and harder to find that next 9. Which yes, on one hand is a great thing, but now on the other hand, it's actually the limiting factor for FSD progress.
然后还有关于合成数据的问题，别忘了埃隆在今年三月说的话。团队人员的向量和对数据的独特访问定义了人工智能的竞争力。令人惊奇的是，我们很快就会用完人为创建的数据、现实本身以及合成数据来取得胜利。简单来说，就在特斯拉朝着解决自主性的步伐走向9的时候，找到下一个9变得越来越困难。这在某种程度上是一件很棒的事情，但在另一方面，它实际上是FSD进展的限制因素。
NHTSA released a letter that it just sent to Tesla and they're requesting a lot of data about autopilot from Tesla. As it is now, Tesla has until July 1st to complete the data transfer request, but they could always request an extension. Basically, this is NHTSA saying that they are not satisfied with how Tesla has handled the former autopilot recall, which was almost all of their roughly 2 million vehicles in North America.
美国国家公路交通安全管理局发布了一封刚刚发给特斯拉的信，他们要求特斯拉提供关于自动驾驶功能的大量数据。目前，特斯拉必须在7月1日之前完成数据传输请求，但他们也可以随时申请延期。基本上，这意味着NHTSA表示他们对特斯拉处理旧的自动驾驶召回不满意，该召回涵盖了北美大约200万辆特斯拉车辆。
That's because even after the remedy or the recall fix, NHTSA still found 20 accidents with autopilot engaged. 9 were the frontal plane striking a vehicle object or person in the travel path, 6 were losing control, and 5 were inadvertent steering override, people canceling auto steer but keeping traffic aware crews control on. One of the main thrusts of that original recall was Tesla's inadequate driver monitoring of autopilot.
这是因为即使经过纠正或召回修复措施，美国国家公路交通安全管理局仍然发现20起涉及自动驾驶的事故。其中9起是前方碰撞车辆、物体或行人，6起是失控，5起是意外转向覆盖，即人们取消了自动驾驶但保留交通意识乘务人员控制。最初召回的主要动机之一是特斯拉对自动驾驶的驾驶员监控不足。
We're not going to cover everything that NHTSA is requesting because it is a long list, but I'll have this official document linked below. Just a few examples though, Tesla has to provide specific data about every vehicle it has sold or leased in the United States. And as you see on the screen, yes, it is a rather detailed list. Tesla has to provide the cumulative mileage covered by each model and each year and list the specific hardware of each vehicle. Describe in detail the process Tesla used to deploy that recall update. They need to provide account of the hands-on wheel warnings displayed by the subject system again by model, year, and hardware version.
我们不会涵盖美国国家公路交通安全管理局要求的全部内容，因为这是一个很长的清单，但我会在下面提供这份官方文件的链接。举几个例子，特斯拉必须提供关于在美国销售或租赁的每辆车的特定数据。正如您在屏幕上看到的，是一个相当详细的清单。特斯拉必须提供每个车型和每年行驶的累计里程，并列出每辆车的具体硬件。详细描述特斯拉用来部署召回更新的过程。他们需要提供关于受影响系统显示的手握方向盘警告的账户，再次按车型、年份和硬件版本列出。
And that's only 5 shorter bullet points on this list that includes 17 requests for data total. And as you can see, a lot of these bullet points actually have many sub-request as well, so this is just an alarming amount of data for Tesla to put together right after mass layoffs. Pretty brutal for Tesla to have to now spend time putting all of this together. However, in time, hopefully some of this data actually becomes public information. Just to be clear though, this is only for autopilot they say right here, not including full self-driving supervised data.
这个清单只列出了5个较短的要求数据，一共包括17个请求。而且你也能看到，很多这些要求数据的条目实际上还有许多子请求，所以特斯拉要在大规模裁员后立即整理这么多数据，实在是太过分了。对特斯拉来说，要花时间整理所有这些数据相当残酷。然而，希望随着时间的推移，一些数据会成为公共信息。但要明确一点，这些数据只是针对他们所说的自动驾驶，不包括全部自动驾驶的监督数据。
If the deadline comes and goes and Tesla does not file an extension, the fine is $27,000 per day, about for a maximum penalty up to $135 million. We know millions of people are being deceived by the media propaganda and narratives rather than the data and the facts. That's probably why so many of you have reached out to tell me how much you've appreciated finding ground news, the sponsor of this video. Ground news gives readers an efficient data-driven way to objectively read the news. It was developed by a former NASA engineer and there's a mobile app and a browser extension as well, so you can get breaking news on the go.
如果截止日期到来，特斯拉没有申请延期，罚款每天为27,000美元，最高罚款可达1.35亿美元。我们知道，数百万人被媒体宣传和叙事欺骗，而不是数据和事实。这可能是为什么你们中有那么多人联系我告诉我你们有多么欣赏发现ground news，视频的赞助商。Ground news让读者以高效的数据驱动方式客观地阅读新闻。它由前NASA工程师开发，还有移动应用程序和浏览器扩展，因此您可以随时获取突发新闻。
In just a matter of seconds, I can see all of the sources reporting on a story and the headlines for the left leaning sources, the right leaning and those in the center. Plus, in just a few seconds using the tags right here, I can see which of the articles have the highest factuality, saving me time, and I can also see who actually owns each source. With the election coming up in the US, propaganda is at an all-time high and the blind spot tab shows me which news items are being disproportionately covered by the left and the right. I'd highly encourage you to go check out their election page so you can see all of the candidates in all of the latest breaking news with all of the political bias for each source.
只需几秒钟，我就能看到所有报道某个事件的消息源以及左倾、右倾和中立消息源的标题。此外，只需几秒钟使用这里的标签，我就能看到哪些文章具有最高的事实性，节省了我的时间，还能看到每个消息源的所有者是谁。随着美国即将举行选举，宣传活动达到了历史最高水平，而“盲点”选项卡则显示出左派和右派过度关注的新闻内容。我强烈建议您去查看他们的选举页面，这样您就可以看到所有候选人的最新突发新闻，以及每个消息源的政治偏见。
So if you'd like to support the channel and a company doing important work, you can head to ground.news.x electrified to subscribe through my link or you can get 40% off unlimited access to the vantage subscription which is what I use. The link is in the description below and the QR code is right on the screen. We have an account on x that I cannot vouch for but they shared a video of a Tesla semi at Costco and Santa Cruz. But it's not just Costco that's helping Tesla with the validation of the Tesla semi.
如果您想支持该频道和一家正在进行重要工作的公司，您可以前往ground.news.x electrified，通过我的链接订阅，或者您可以享受Vantage会员订阅无限访问享受40%的折扣，这正是我使用的功能。链接在下面的描述中，屏幕上也有QR码。我们在x上有一个账号，我无法为其背书，但他们分享了一段在Costco和圣塔克鲁斯的特斯拉半挂车的视频。但帮助特斯拉验证特斯拉半挂车的不仅仅是Costco。
We also have videos out there of Cisco and US foods testing the Tesla semi. Of these three new potential Tesla semi customers, so far only Cisco has placed an order they reserved 50 Tesla semis a few years back. I won't be surprised if in the weeks ahead we get more videos from another three companies as Heinrich Zane has said there's as many as nine companies testing Tesla semis right now. We already know of Pepsi, Walmart, Martin Brower, Cisco, Costco and US Foods.
我们也有Cisco和US食品测试特斯拉半挂车的视频。在这三家潜在的特斯拉半挂车客户中，目前只有Cisco下了订单，他们几年前预订了50辆特斯拉半挂车。如果未来几周我们能看到另外三家公司的视频，我一点也不会感到惊讶，因为海因里希·赞说目前有多达九家公司正在测试特斯拉半挂车。我们已经知道百事可乐、沃尔玛、Martin Brower、Cisco、好事达和US食品正在进行测试。
Tesla has released a new tactical gray interior for the cyber truck and a new 20 inch core wheel design and arrow cover. The new tread design provides improved range up to 340 miles for the all wheel drive and 320 for the cyber beast. A bit of information came out about Elon's meeting with Argentina's President Javier Malay and Elon said I recommend investing in Argentina. The word is they met for about an hour they discussed lithium and the Argentinian ambassador to the US said we're very committed not only to exporting raw materials but also to adding value Elon said he wants to help Argentina.
特斯拉发布了一款全新的战术灰色内饰，在网络卡车上还有一个新的20英寸核心轮设计和箭头盖。新的胎面设计可提供改进的续航里程，四轮驱动达到340英里，网络野兽达到320英里。有关埃隆与阿根廷总统哈维尔·马拉连会的一些信息曝光，埃隆表示我建议在阿根廷投资。据悉，他们会面大约一个小时，讨论了锂资源，阿根廷驻美国大使表示我们不仅致力于出口原材料，还致力于增值。埃隆表示他希望帮助阿根廷。
Javier and Elon discussed the possibility of Tesla making investments in Argentina during Elon's upcoming visit to the country later in the year. One problem that Argentina is struggling with at the moment they have the highest inflation rate in the world at 288% year over year. If a certain bill passes in Argentina, Javier will have the ability to grant 30 years of tax benefits to large companies. Argentina is thought to be on track to match and potentially even surpass neighboring Chile as Latin America's leading lithium provider by 2030.
哈维尔和埃隆讨论了特斯拉在埃隆今年晚些时候访问该国期间对阿根廷进行投资的可能性。目前阿根廷正在面临的一个问题是他们的年通货膨胀率为288%，为世界最高。如果一项法案在阿根廷通过，哈维尔将有能力向大型公司授予30年的税收优惠。预计到2030年，阿根廷有望赶上甚至超过邻国智利，成为拉丁美洲领先的锂供应商。
Latin America currently supplies about 35% of the world's lithium, 26% of that from Chile and 6% from Argentina. The region is estimated to hold more than half of the global lithium reserves mainly located in Argentina, 21% and Chile, 11%. One analyst said Argentina has infinite untapped resources when it comes to mining. We're talking about a new Chile, if not more. The weekly Tesla China data came in at 11,000. Comparing that to the same week in quarter one, that number was 10,600. But if you compare it to the same week in quarter two of last year, that number was only 5,900.
拉丁美洲目前约供应全球锂需求的35%，其中智利占26%，阿根廷占6%。该地区估计拥有全球一半以上的锂储量，主要集中在阿根廷占21%和智利占11%。一位分析师表示，阿根廷在矿业方面拥有无限未开发的资源。我们正在谈论一个新的智利，甚至更多。特斯拉中国每周的数据显示为11,000。与今年第一季度同周相比，这个数字为10,600。但如果与去年同期第二季度的同周相比，这个数字仅为5,900。
So Tesla making up ground when it comes to year over year comparisons. Quarter over quarter, Tesla China is still down 14.3% and year over year still down 16.5%. One thing to note, the breakdown for the week was 10,400 model-wise and only 600 model 3s. Typically the model 3 number when we get reliable data is between 2 and 4,000. My guess would be it's just how the allocation worked out for exports of the model 3 plus from Shanghai for the week. There was a report that Gigabrelin was shutting down for 4 days due to protests, but it's really only missing one day of actual production.
所以特斯拉在年度比较方面正在迎头赶上。季度比较下，特斯拉中国仍然下降了14.3%，年度比较下仍然下降了16.5%。值得注意的是，本周的分析为10,400辆不同车型和只有600辆Model 3。通常，我们获得可靠数据时，Model 3的数量在2,000到4,000之间。我猜测这只是在这一周模型3的出口分配的方式。有报道称Gigabrelin因抗议活动而关闭了4天，但实际上只是缺少了一天的实际生产。
Thursday is actually a holiday over there and they don't produce cars on the weekend anyway. So production will end with a late shift on Wednesday and begin again with a night shift on Sunday. Again, Thursday is the holiday so the only day of production they're actually missing is Friday. That's because activists have announced several protests against Tesla's expansion for the coming week, including a rally in front of the factory gates on Friday.
周四实际上是那里的一个节日，周末他们也不生产汽车。因此，生产将在周三的晚班结束，然后在周日的夜班重新开始。再次强调，周四是节日，所以他们实际上只是错过了周五的生产日。这是因为活动人士宣布下周将有几次针对特斯拉扩张的抗议活动，包括在周五在工厂大门前的集会。
We recently talked that Piedmont Lithium was close to getting official approval for that open mind pit in North Carolina. They just had to post the bond. Well, now they did that, so it's officially official. As far as we know, a large portion of the resources from this mine will ultimately be supplying Tesla. For MrBeast's 26th birthday, he's giving away 26 Teslas to his followers and it looks like one of those is a Cybertruck. So of all the brands he went with Tesla and I think that says something.
最近我们谈论到皮埃蒙特锂公司即将获得北卡罗来纳州那座露天矿的正式批准。他们只需提交保证金。现在他们已经做到了，所以这是正式的。据我们所知，这座矿的大部分资源最终将供应给特斯拉。为了庆祝MrBeast的26岁生日，他将向他的粉丝赠送26辆特斯拉汽车，其中包括一辆Cybertruck。所以在所有品牌中，他选择了特斯拉，我认为这说明了一些问题。
It may take 10 or 20 years, but when the next generation grows up and has more disposable income and their driving, I think the next generation will be even more open to buying a Tesla because they've grown up with screens and with phones. And many younger people that I know in my circle love Tesla, they just can't yet afford one. Tesla manufacturing put out a video about its new private 5G at Gigabrelin. With private 5G, we enable mobile machines to communicate ultra reliably and just keep running all the time.
也许需要10年或20年的时间，但当下一代长大后有更多的可支配收入和驾驶机会时，我认为下一代将更愿意购买特斯拉，因为他们从小就在屏幕和手机中成长。我认识的许多年轻人都喜欢特斯拉，只是目前还买不起。特斯拉生产发布了关于其在Gigabrelin的新私人5G的视频。通过私人5G，我们可以使移动机器实现超高可靠通信，并且始终保持运行。
Now it's really that small antenna over there on top of cell building connecting this whole output area helping us update hundreds of cars, rather logistics operations. Smokeaway on X posted a hypothetical optimist production ramp and Elon chimed in saying not quite that fast but not far wrong. Coming back, the timeline was 1000 for 2024, 10,000 for 2025, 100,000 for 2026 and 1 million for 2027. Obviously the post was just multiplying by 10 for each year so maybe something slightly less than that. Who knows what happens toward the end of the decade but I'm looking at 2025, potentially a few thousand could be squarely in the mix.
现在那是在手机建筑物顶部的那个小天线，连接整个输出区域，帮助我们更新数百辆汽车，而不是物流操作。X发布了一个假想乐观的生产快速增长，埃隆表示并不那么快，但也没错。回来的时间表是2024年1000辆，2025年10000辆，2026年100000辆，2027年100万辆。显然，帖子只是每年乘以10，所以可能稍微少一些。谁知道这十年末会发生什么，但我看着2025年，潜在地可能有几千辆平稳地融入其中。
That same account said humanoid robots are a quadrillion dollar market to which Elon said no real limit because an economy is productivity per capita times capita, intelligent humanoid robots uncorked capita. This is quickly becoming one of Elon's favorite go-to messages. If we accelerate electrification of company cars, we create a guaranteed demand instrument for the car makers to meet their own electrification ambition. Did you know that today six out of 10 new cars are actually not private but company cars. This public consultation on green and corporate fleets is only the beginning.
同一份报告称，人形机器人市场价值数万亿美元，埃隆表示没有真正的限制，因为一个经济体是人均产出乘以人口数量，智能人形机器人会释放人口潜力。这很快成为埃隆最喜欢的讯息之一。如果我们加速公司车辆的电动化，我们将为汽车制造商创造一个保证需求的工具，以实现他们自身的电动化雄心。您是否知道，今天六成新车实际上不是私家车，而是公司车辆。这个关于绿色和企业车队的公众咨询只是一个开始。
The next European Commission within its first undertaste should come forward to the regulation setting binding electrification targets for large fleets and leasing companies. 100% zero mission by 2030 at the very very latest. Transport and environment is Europe's leading NGO pushing for a sustainable future. They are clearly recommending that corporate fleets go 100% EV sometime before 2030. Wave is an autonomous tech company based in the UK and they just raised over a billion dollars. Part of this round includes Nvidia.
下一届欧洲委员会在其第一项工作中应当提出规定，为大型车队和租赁公司设定具有约束力的电气化目标。最晚在2030年之前，实现百分之百的零排放。交通与环境是欧洲领先的非政府组织，致力于推动可持续未来。他们明确建议公司车队在2030年之前全面转型为电动车。Wave是一家总部位于英国的自主技术公司，他们刚刚筹集了十亿美元资金。其中一部分资金来自Nvidia。
This round was led by SoftBank and Microsoft is a part of it as well but the valuation was not disclosed. Wave is taking the common AI approach in that they don't want to have their own fleet, they don't want to actually own the cars, they just want to develop the system and then either sell or license that to all of the other automakers. The company received interest from several car companies about investing but decided not to close off its options in the future by partnering with a single manufacturer.
这轮融资由软银领投，微软也参与其中，但估值没有透露。Wave采用了常见的人工智能方法，他们不想拥有自己的汽车队，也不想真正拥有汽车，他们只想开发系统，然后将其出售或授权给所有其他汽车制造商。该公司收到了几家汽车公司对投资感兴趣的询问，但决定不通过与单个制造商合作来封闭未来的选择。
Wave was founded in 2017 and their CEO said they plan to begin with driver assist technology. The funds will be spent on new staff and compute power and this should be the last time the company raises a large chunk of money as it starts to profit from commercial deals. Wave plans to open a research center in Vancouver, its third location after London and Mountain View, California. You may remember this video from Bill Gates about one year ago where he was taking a test ride in a wave outfitted vehicle in London. Their CEO said we've been all in on an end to end AI approach since we started in 2017 and were unique in doing so.
Wave成立于2017年，他们的首席执行官表示他们计划从司机辅助技术开始。资金将用于新员工和计算能力，并且这应该是公司最后一次筹集大笔资金，因为它开始从商业交易中获利。Wave计划在温哥华开设一个研究中心，这是继伦敦和加利福尼亚州山景城之后的第三个位置。也许你还记得一年前比尔·盖茨在伦敦乘坐Wave装备的交通工具的测试视频。他们的首席执行官表示，自2017年创立以来，我们一直致力于全面AI方法，这在行业中是独一无二的。
It was fun to see Tesla last year pivot to this approach, it's nice for them to join the club. He said we're not releasing specific launch timelines at this stage but we're busy working with a number of manufacturers toward this point and it's going to be an exciting day when it comes. In one of the more recent updates we got from Wave they said they believe cameras and radar will be the most important sensors for building a safe and affordable AI driver system. One year ago they said we're excited to announce the introduction of radar in our sensor suite starting with our second generation autonomous driving system in development. Wave also has an AI model that it calls lingo 1. It uses natural language to help people more easily understand the reasoning and decision making of its AI driver. lingo 1 can respond to questions about a diverse range of driving scenes.
去年看到特斯拉转向这种方法真是很有意思，很高兴他们能加入这个俱乐部。他表示，我们目前不会发布具体的上市时间表，但我们与多家制造商忙碌合作，直至达到这一点，那将是一个令人兴奋的时刻。在Wave最近的更新中，他们表示他们相信摄像头和雷达将是构建安全且实惠的AI驾驶系统最重要的传感器。一年前，他们表示我们很高兴地宣布在第二代自动驾驶系统中引入雷达传感器。Wave还有一个名为lingo 1的AI模型，它使用自然语言帮助人们更容易理解其AI驱动程序的推理和决策过程。lingo 1可以回答关于各种驾驶场景的问题。
For example you can ask it why did you slow down? The answer is given allow wave to evaluate the model scene comprehension and reasoning which can enable wave to more efficiently pinpoint improvements as well as to help build confidence in the system. This was a few months ago but Wave is testing itself driving tech on UK roads with Europe's largest last mile autonomous grocery delivery trial with Asta. The problem for Wave is that they still need all of the data and before any other automakers are willing to license Wave's technology how are they actually going to get that data because they already said they don't want their own fleet of cars.
举个例子，你可以问它为什么速度放慢了？答案是让Wave评估模型场景的理解和推理，这可以使Wave更有效地找到改进的地方，并帮助建立系统的信心。这发生在几个月前，但Wave正在英国道路上测试自己的驾驶技术，与Asta一起进行欧洲最大的最后一英里自主杂货配送试验。对于Wave来说，问题在于他们仍然需要所有的数据，而在其他汽车制造商愿意授权Wave的技术之前，他们实际上如何获得这些数据，因为他们已经表示不想拥有自己的车队。
In my opinion there will have to be strong evidence from the data showing a system to work reliably well before a large OEM like Ford or GM would ever even consider licensing autonomous tech. We also have self driving startup emotional delaying its commercialization plans. Motionals started off as a joint venture with Aptiv and then Hyundai got in the mix and so far they've invested just south of a billion dollars. Motionals also laying off an undisclosed number of employees. They said while we're excited by our pace of technical progress and our initial commercial deployments have yielded valuable insights large scale deployment of AVs remains a goal for the future not the present.
在我看来，大型汽车制造商像福特或通用汽车在考虑授权自动驾驶技术之前，必须有强有力的数据证据证明该系统的可靠性。我们还看到自动驾驶初创公司Motionals推迟了商业化计划。Motionals最初是与爱必达合作，然后现代汽车加入进来，迄今为止，他们已投资了接近十亿美元。Motionals还裁员了一些员工，他们表示，尽管我们对技术进展的速度和初步商业部署取得了宝贵的见解感到兴奋，但大规模部署自动驾驶汽车仍然是将来的目标，而非现在。
The company will de-emphasize near term commercial deployments and ancillary activities. There are some rumors out there that Apple and Rivian are in talks for a potential partnership but there's really nothing out there further than that that's not just speculation. It's true Robin Denilmez sold around 50 million dollars in Tesla stock so far in 2024 but this was from a 10b 5-1 plan that was put in place back October of last year. Plus at the end of last year Robin had around 300 million dollars in Tesla stock so she still holds a majority of her shares. Rivian released its Q1 earnings and for the quarter they're losing 38.8000 dollars per vehicle in terms of gross profit per unit delivered. That number is indeed down from quarter 4 when it sat at 43.3000 but they still have work to do to get to gross profitability by the end of this year.
公司将减少近期的商业部署和附属活动。有一些传言称苹果和Rivian正在就潜在合作进行讨论，但除此之外没有更多的信息，这只是纯粹的猜测。确实，Robin Denilmez在2024年迄今已出售了大约5000万美元的特斯拉股票，但这是根据去年10月制定的10b 5-1计划。此外，在去年年底，Robin手中仍持有大约3亿美元的特斯拉股票，因此她仍然持有大部分股份。Rivian发布了第一季度的收益报告，对于本季度，每交付一辆车，他们的毛利润每辆车亏损38800美元。这个数字确实低于第四季度的43300美元，但他们仍需要努力，以便在年底之前实现毛利润。
In the past on the channel we've showed the chart showing Rivian's problem with its free cash flow burn and once again they burned through 1.5 billion dollars in free cash for the quarter. That amount has been fairly steady over the past 5 quarters not seeing the improvement an investor would hope for. Rivian's cash and cash equivalents is down from 7.9 billion at the end of last year to 5.9 billion at the end of Q1. Rivian's net loss for the quarter was 1.4 billion dollars down from a 1.5 billion dollar loss in Q4 last year. Rivian did say though that gross profit per vehicle loss included 15.4 thousand dollars of depreciation and 1.7 thousand dollars of stock based compensation expense.
在过去的节目中，我们展示了一张图表，显示了Rivian自由现金流燃烧的问题，再次在本季度燃烧了15亿美元的自由现金。过去5个季度，这个金额一直相对稳定，没有看到投资者期望的改善。Rivian的现金及现金等价物从去年年底的79亿美元下降到本季度末的59亿美元。本季度Rivian的净亏损为14亿美元，比去年Q4的15亿美元亏损有所下降。不过，Rivian确实表示每辆车的毛利润中包括了15.4千美元的折旧和1.7千美元的股票补偿费用。
Our results were negatively impacted by 9.3 thousand dollars per unit delivered primarily related to various supplier and other costs incurred in advance of the new technology changes and parts integration into the R1 platform as part of our cost of revenue efficiency initiatives. AKA Rivian overhauling its factory to make upgrades for the upgraded version of the R1 platform after the factory shutdown. Tesla stock closed the day at $177.81 down 3.76 while the NASDAQ was down 0.10%. It was a lower volume day for Tesla trading about 30 million shares below the average volume the past 30 days. I'll leave you guys with some words of wisdom from Brad Gersoner of Altimeter Capital. Don't forget check out ground news linked below if you're interested take advantage of that discount and avoid that media bias as much as you can.
我们的业绩受到了每交付一辆车减少了9.3千美元的负面影响，主要与新技术变化和零部件整合到R1平台中所产生的各种供应商和其他成本有关，这是我们成本收入效率倡议的一部分。也就是说，Rivian正在对其工厂进行翻新，为R1平台的升级版本做出改进，工厂关闭后进行升级。特斯拉股票收盘价为177.81美元，下跌3.76美元，而纳斯达克下跌了0.10%。这是特斯拉交易量较低的一天，交易量比过去30天的平均交易量低了约3000万股。我想和大家分享一些来自Altimeter Capital的Brad Gersoner的智慧话。如果你有兴趣，不要忘记查看下方的ground news链接，并利用那个折扣，尽量避免媒体偏见。
Again no video from me the rest of the week I should be back either Monday or Tuesday of next week. Hope you all have a wonderful and a safe few days. 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.
本周剩下的时间里我不会再上传视频了，下周一或周二应该会回归。希望大家度过愉快且安全的几天。如果你喜欢这个视频，请点赞。你可以在下面链接找到我，非常感谢所有支持我的Patreon粉丝们。
Well first let me say I think Elon's done an extraordinary job and I think his advantage in AI and full self-driving relative to all the other manufacturers in the world is deeply underappreciated. I think that will be an incredibly valuable asset to the company. I don't think it's an asset that can be replicated by other OEMs in the United States. They simply lack the data and this is data in pixels in and control playing out.
首先，让我说一下，我认为埃隆做得非常出色，我认为他在人工智能和完全自动驾驶方面与世界上所有其他制造商相比的优势被严重低估了。我认为这将是公司非常有价值的资产。我认为这是一项其他美国OEM制造商无法复制的资产。他们简单地缺乏数据，这是以像素和控制形式体现的数据。
So unless you have the data you're going to have a very hard time catching Tesla and full self-driving. I don't think BYD is going to be able to you know play in that game either and I thought it was fascinating at the moment that the United States is banning TikTok that the Chinese government is providing permission to Tesla to do full self driving in partnership with Baidu in China. It shows the resilience and the strength of the relationships that Elon Musk has in China that Tesla has in China.
所以，除非你拥有数据，否则要赶上特斯拉和全自动驾驶将非常困难。我不认为比亚迪也能参与这场比赛，我觉得美国禁止抖音的时候，中国政府却在允许特斯拉与百度合作在中国进行全自动驾驶，这一刻我觉得非常耐人寻味。这展示了埃隆·马斯克在中国拥有的良好关系和特斯拉在中国的实力。
If we start to see the adoption and the conversion on FSD that we think is possible this will be a story like Apple and services where services becomes an increasingly important part of their profit makeup.
如果我们开始看到我们认为可能发生的FSD的采用和转变，那么这将是一个类似于苹果和服务的故事，其中服务变得越来越重要，成为他们利润构成的重要组成部分。