Tesla's Most Controversial Event Ever ⚡️

So, Tesla's most controversial event arguably ever. Before I jump in, apologies for this video being days late. If you missed it, Ashley and I evacuated for Hurricane Milton, so the past 10 days or so have been quite chaotic, so thank you for being patient. And no worries, I plan to get everybody back up to speed with the news starting tomorrow as well. I know people are coming here in three broad camps, those that are pumped for the long-term future of Tesla, those that are quite upset and disappointed with Tesla and the rest who are somewhere in between. My goal really is not to change anyone's mind, that's not usually the aim of this channel anyway. Typically, it's just to inform everyone of the latest happenings and then for event reviews, it's really just to share my honest opinions and what I'm thinking and feeling personally. While of course, simultaneously trying to be valuable to all of you. I gotta be honest, when the stream ended abruptly, I did say, oh no. I was hoping for at least another 30-45 minutes of demos or explanations. I think as a group hungry for data and to see behind Tesla's curtain, that's to be expected and fair. Plus, there was a medical emergency before the event that delayed it, so maybe they were on a timeline, I'm not trying to argue that, just something to be aware of. A quick aside, at the beginning of the stream, when Elon got in the cybercab and they had the music playing, I was thinking, oh boy, this is going to be the most epic product unveil of all time. I did really have a visceral reaction for that and also when they pulled up the Revovin, LOL Elon, but more on that later.

所以，特斯拉有史以来最具争议的事件之一。开始之前，抱歉这个视频发布晚了几天。如果你错过了消息，我和Ashley因为飓风Milton而撤离，所以过去大约10天非常混乱，感谢大家的耐心。别担心，我打算从明天开始让大家跟上新闻。我知道观众分为三类：对特斯拉长远未来充满信心的人，对特斯拉相当不满和失望的人，以及介于两者之间的人。我的目标不是改变任何人的想法，这通常也不是这个频道的宗旨。一般来说，我们只是为了让大家了解最新动态，而对于活动评论，更多是分享我个人的诚实看法和感受。当然，同时也尽量为大家提供有价值的信息。老实说，当直播突然结束的时候，我确实说过"哦不"。我希望至少能够多看到30到45分钟的演示或讲解。作为一个渴望数据并想了解特斯拉幕后情况的群体，这是可以理解和合理的。此外，在活动前发生了紧急医疗情况，导致活动推迟，所以他们可能时间紧张，这不是在为此辩护，只是需要注意的一点。插句题外话，流开始时，当Elon进入Cybercab并播放音乐时，我在想，这将会是史上最精彩的产品发布。我确实对此和他们展示Revovin时有很强烈的反应，哈哈Elon，但我们稍后再谈。

To everybody saying that we learned nothing new from this event, if that's truly the case, then why didn't you tell us that Tesla was launching Unsupervised FSD in California and Texas next year with all Tesla vehicles in production? This has been a critical question that people like Gary Black have been posing for a long time. Now, in fairness, a theme you'll hear throughout this video is questions. We all have so many questions. It would have been great to learn in what cities, anything about how the app will work. Will it be Tesla owners deploying their cars or Tesla deploying cars directly? Both? Any progress on insurance for fleet owners? I think you get the idea. I mean, Elon only spoke for 19 minutes and 14 seconds. For how much time Tesla spent on the event and all of the work leading up to it, I certainly think the presentation should have been at least twice as long. But the market will likely start pricing in Tesla's new line of business when the announcements are made about a firm timeline and in what cities. But given the lack of clarity here, it feels like Tesla is guessing and banking on actually solving for Unsupervised next year, which is of course possible but definitely not a guarantee. An update on the regulatory environment would have been appreciated. If Tesla expects to get approval in Texas and California, what's the expectation for the speed of rollout after that? These questions are the reasons Wall Street and many others are so disappointed in the event. The lack of detail in concrete plans only helps those looking to buy Tesla shares at a discount. Another question, will Tesla need a remote control center for its robotaxies? You know, someone to control the vehicles if and when something goes wrong? Beyond some of these questions though, Lars did confirm that FSD with hardware 3 will be Robotaxi ready. I feel like people are going to gloss over this but it's a big deal. There are millions of cars with hardware 3 so if Tesla can pull this off, that's just that many more vehicles that could immediately become a robotaxie which will benefit the owners and Tesla. I'm sure many are quite skeptical of this claim, I understand that given the quantized FSD model Tesla already had to roll out initially to hardware 3 but to hear Lars continue to reaffirm this is certainly bullish in that Tesla is confident and is still planning to make this a reality. Moving to the CyberCab. I love the design, if you've been watching you will have heard me say one of the bigger risks was Tesla doing something crazy for the design of this vehicle that needs to have mass market appeal and I think this design nails that. It's futuristic but not polarizing. Clearly, most of the design choices are optimized for low cost manufacturing like no rear window and framed windows which will hopefully make these quieter inside. The exterior panels are not made of stainless steel despite the looks, the mass and the cost of stainless steel is not ideal for a high efficiency robotaxie. A lead engineer for the CyberCab hinted that whatever Tesla is using for the CyberCab it does not mean painting the exterior. The word was it had stealth titanium color wraps possibly on carbon fiber but by the time this goes into production the materials could change. The engineer also said the seats do indeed recline which was a concern of mine especially for sleeping. In their standard position they are more reclined than usual but it sounds like they will go back even further which I think is a big deal and they do look quite comfortable. It should have the biggest screen yet for a Tesla at 20 and a half inches up from 18 and a half on the CyberCuck and only 15 on the 3 and Y.

对于那些说这次活动没带来新信息的人，如果真的是这样，那么为什么你没有告诉我们，特斯拉明年将在加利福尼亚和德克萨斯推出不需要监督的全自动驾驶，并且所有正在生产的特斯拉车辆都会配备这一功能呢？这个问题一直以来都是像Gary Black这样的人所关注的关键。客观来说，你在视频中会听到一个主题，那就是问题。我们都有很多问题。了解在哪些城市、应用程序如何运作等信息本会是很好的。是特斯拉车主部署他们的车，还是特斯拉直接部署车辆？两者都有可能吗？针对车队车主的保险有什么进展吗？我想你明白我的意思。Elon的讲话时间仅为19分14秒。考虑到特斯拉为这次活动所花费的时间和所有准备工作，我当然认为演示时间至少应该是现在的两倍。但是，当有关明确时间表和在哪些城市的公告发布时，市场可能会开始将特斯拉的新业务线计入定价中。然而，鉴于目前缺乏明确的细节，感觉特斯拉是在赌明年能真正解决不需要监督的全自动驾驶问题，这当然是可能的，但绝不保证。关于监管环境的更新会受到欢迎。如果特斯拉期望在德克萨斯和加利福尼亚获得批准，那么之后的推广速度预计会是怎样的？这些问题是让华尔街和许多其他人对这次活动感到失望的原因。具体计划缺乏细节只会帮助那些希望以折扣价购买特斯拉股票的人。另一个问题，特斯拉是否需要一个远程控制中心来管理其自动出租车？就是说，当车辆出现问题时，有人能够进行管理吗？虽然有这些问题，Lars确认搭载3代硬件的全自动驾驶已为自动出租车做好准备。我觉得人们可能会忽略这一点，但这意义重大。已有数百万辆车搭载了3代硬件，所以如果特斯拉能成功实现这一点，那将会有更多车辆立即成为自动出租车，这对车主和特斯拉都是有利的。我知道很多人对这一说法持怀疑态度，尤其是鉴于特斯拉最初在3代硬件上推出的量化全自动驾驶模型，但听到Lars不断重申这一点，确实给人信心，特斯拉仍在计划将其变为现实。再来说说CyberCab。我喜欢它的设计，如果你有在关注，我曾说特斯拉冒险为这辆需要面向大众市场的车做出疯狂设计是一个很大的风险，但我认为这个设计完美解决了这个问题。它充满未来感，但不过于极端。显然，大部分设计选择都为低成本制造进行了优化，比如无后窗和有框窗户，希望这样能让车内更安静。尽管看起来是这样，外部面板并不是由不锈钢制成的，因为不锈钢的重量和成本对于高效能的自动出租车来说并不理想。一位CyberCab的主管工程师暗示，不管特斯拉为CyberCab使用了什么材料，车身都不会是喷漆的。据说会有可能的隐形钛色车身包覆在碳纤维上，但到量产时材料可能会有所改变。工程师还提到座椅的确是可调节的，这原本是我尤其担心的问题，特别是对于睡眠来说。在标准位置时，座椅已比通常的更倾斜，但听起来它们会进一步倾斜，我认为这很重要，而且看起来相当舒适。这款车型将拥有特斯拉迄今为止最大的屏幕，20.5英寸，相比CyberCuck的18.5英寸和3及Y车型的15英寸都更大。

There are only 3 interior buttons, 2 window switches and the dome light switch. Everything else is on the screen or voice commands. The butterfly doors should make entry and exit easy and they close when the seat belt is fastened or there is an option in the UI. But not just that, this door style should allow the cleaning robots to get inside the car much easier as well. On that front is Tesla making these robots in house or sourcing them. Where will Tesla's first cleaning hub be? Just so many things Tesla could have elaborated on. And I want to be clear, nobody knows the range or the battery pack specs for sure but top gear talk to some Tesla engineers and they are saying it will be around a 40kWh pack, 200 miles of range and efficiency of 5.5 miles per kilowatt hour. And given that Tesla is now hiring for a senior cell materials engineer for an LFP cathode, perhaps Tesla is looking to make a 4680 LFP after all. This would lend more credibility to that information report we shared a few weeks back.

车内只有三个内部按钮、两个车窗开关和一个顶灯开关。其他功能都通过屏幕或语音命令操作。蝴蝶门设计方便进出车辆，并且在安全带系好时会自动关闭，或者可以通过用户界面选择关闭。不仅如此，这种门设计也让清洁机器人更容易进入车内进行清洁。关于这一点，特斯拉是自产这些机器人还是外购？特斯拉的第一个清洁中心会设在哪里？特斯拉有好多地方可以进一步说明。此外，目前还没有人确切知道车辆的续航里程或电池组规格，但《Top Gear》节目的一些特斯拉工程师透露，电池组大约是40kWh，续航里程约为200英里，效率为每千瓦时5.5英里。而且，特斯拉如今正在为LFP正极材料招聘高级电池材料工程师，因此特斯拉可能正在考虑生产4680规格的LFP电池。这让我们几周前分享的一项信息报告更具可信度。

Perhaps one of my biggest questions is around induction charging. Not just the efficiency of it but the fact Elon said the cybercab will not have a charge port. So let's say I want to own one of these and go on a road trip. I'm not going to be able to supercharge it. How is Tesla going to roll out induction charging infrastructure? What's the plan here? In the presentation they showed a 19kWh charging speed but this tells us nothing about a charging curve or peak speeds. I'm assuming that an induction charging hub may be cheaper to build than a regular supercharger site given there's less cabling and materials required. But sadly Tesla did nothing to calm my concerns about this vehicle not having a port to allow it to supercharge. On the design the cab is separated from the trunk area which unlocks more HVAC efficiency not having to cool or heat the trunk space as well. Holmars did mention that the driverless Teslas were running FSD13 at the event but I would not classify that as official. The word was some engineers were quite optimistic about FSD version 13 but we know every release is hyped so we'll see.

也许我最大的疑问之一是关于感应充电的问题。不仅是其效率，Elon 还表示 cybercab 将没有充电口。所以假设我想拥有一辆这样的车并进行长途旅行，那我就不能用超级充电器了。特斯拉打算如何推广感应充电基础设施？他们的计划是什么？在发布会上，他们展示了19kWh的充电速度，但这并没有告诉我们有关充电曲线或峰值速度的信息。 我猜测感应充电站可能比普通的超级充电站更便宜，因为需要的电缆和材料更少。但遗憾的是，特斯拉并没有缓解我对这款车没有充电口的担忧。在设计上，驾驶舱与后备箱区域分开，这可以提高空调系统的效率，因为不需要同时冷却或加热后备箱空间。Holmars 确实提到，活动上的无人驾驶特斯拉运行的是FSD13，但我不认为这是官方消息。有人说一些工程师对FSD版本13非常乐观，但我们知道每次新版本发布时都是受到热捧的，所以我们拭目以待。

I've seen a lot of people saying Tesla will just put a wheel in pedals on this cybercab and make it the more affordable Tesla but both Franz and Lars have said Tesla has no plans to do this. Publicly Tesla stance is still that it will launch a more affordable vehicle sometime next year but I think there's at least a non-zero percent chance they do scrap it if FSD progresses well over the next six months. If the cost of the cybercab is under $30,000 as Elon said that has to include the cost of FSD as well because the car without wheels and pedals without the FSD package is rather useless. The cybercab does have a front bumper camera and I really hope the new Model Y has one as well for front and parking although honestly I'm not optimistic about it. When it comes to the trunk design of the cybercab the hatchback style is great creating a massive opening but it's just hard to tell how much full-sized luggage is going to fit in here given the massive size of the wheel wells since the back of the vehicle is low to the ground and has quite a taper for aero efficiency. Again I think a demonstration of putting some full-sized luggage or some golf clubs to let people know how big the trunk actually is would have been awesome to spend some time on. And somehow whether or not there's a front in this vehicle is still a mystery. Interestingly the front wheels were 18 inches and the rear wheels were 21 which is part of why the wheel wells in the trunk are so large. An explanation of why Tesla landed on that mixed fit wheel set would have been nice as well.

我看到很多人说特斯拉会在这个"网约车"里安装方向盘和踏板，把它做成更经济实惠的特斯拉。但Franz和Lars都表示特斯拉没有这样的计划。特斯拉公开的立场仍然是计划在明年推出一款更实惠的车型，但如果未来六个月内全自动驾驶技术（FSD）取得显著进展，我觉得他们至少有不为零的可能性会取消这个计划。Elon说，如果"网约车"的价格低于3万美元，那必须包括FSD的费用，因为没有方向盘和踏板的车如果没有FSD套件实际上是没什么用的。这个"网约车"具有前保险杠摄像头，我真心希望新的Model Y也能有一个，方便前方视野和停车，虽然说实话我对此不太乐观。 至于"网约车"的行李厢设计，掀背式的设计非常好，开口很大，但由于车后部比较低并且为了空气动力学性能后部渐细，很难判断全尺寸的行李箱能够放多少。展示一下放一些全尺寸行李或者高尔夫球包来让大家知道行李厢空间有多大，这样的演示会是一个不错的亮点。另外，这辆车是否有"前行李箱"仍然是个谜。前轮是18英寸，后轮是21英寸，这也是为什么行李厢中的轮毂会如此大的原因之一。特斯拉为何选择这种不匹配的轮胎组合，解释一下也会有意义。

What I think is one of the biggest news items is the fact that this vehicle will be available for consumers to purchase so it won't just be Tesla deploying them directly. I for one am highly interested in owning a small fleet of them not just for money but to spread the Tesla an autonomous message in my area so I was very pleased to hear this. But again still plenty of questions like how the revenue will be split between the owners and Tesla. The production timeline sounded pretty iffy but before 2027 is the word for now. Just don't forget Apple spent $10 billion on its autonomous project over years and effectively has nothing to show for it.

我认为最大的新闻之一是，这款车将对消费者开放购买，这意味着不仅仅是特斯拉会直接部署它们。我个人非常感兴趣，想要拥有一小批这样的车队，不仅是为了赚钱，也是为了在我所在的地区传播特斯拉的无人驾驶理念，所以听到这个消息我很高兴。不过，依然有很多问题，比如车主和特斯拉之间如何分配收益。生产时间表听起来还很不确定，但目前说法是在2027年之前。别忘了，苹果在其无人驾驶项目上耗费了超过100亿美元，最终几乎一无所获。

Waymo may be operating driverless rides but you can't go and buy one for yourself and as we all know their path to scaling and profitability is far murkier than Teslas. And if over time the cybercap cost is around 40 cents per mile which that number includes taxes and everything else as Elon said Waymo and Cruz and others are going to have a very difficult if not impossible time competing at that price point. And I know Elon talked about the Amazon Web Services opportunity and over speccing AI5 but it's going to take us into the 2030s before Tesla gets anywhere close to a 100 million vehicle fleet. So in my opinion that's still a back burner moonshot rather than something that will move the needle in the next few years.

Waymo 可能正在运营无人驾驶服务，但你不能自己去购买一辆。此外，我们都知道，与特斯拉相比，他们在扩展和盈利方面的道路更加模糊。根据埃隆的说法，如果未来每英里（不含税）成本大约为40美分，那么Waymo、Cruz等公司在此价格水平上将很难甚至不可能竞争。我也知道埃隆提到了亚马逊网络服务的机会和AI5的过度配置，但在2030年代之前，特斯拉很难接近拥有一亿辆车的车队。因此，在我看来，这更像是一项长期的冒险，而不是将在未来几年内带来显著变化的事情。

Shifting to Optimus I'm not going to spend as much time here because we just don't know where Tesla's progress really lies. We know Optimus was being assisted by humans via teleoperation but to what degree remains the question. I totally understand Elon was trying to paint a picture of the future so that's why the bots were teleoperated. But for me I'd rather just see exactly where they are with actual progress in making them autonomous. But in fairness Elon literally said during the presentation if you could look into a crystal ball and be in the future now that's what we want. So this event was clearly meant to give us a glimpse into that future and that reality not to lay out a detailed road map of how it's going to happen which again is why many people are disappointed. And look honestly I would rather have the latter too just like many of you but it clearly was not Tesla's objective. And we're also left wondering if the clips Tesla showed in the presentation of Optimus were also being teleoperated or they learned those behaviors from video.

转向Optimus，我不打算花太多时间在这个话题上，因为我们不太清楚特斯拉的进展到底到了哪个阶段。我们知道Optimus机器人是通过人类远程操作来完成任务的，但具体程度仍然是个疑问。我完全理解埃隆·马斯克是想描绘一个未来的图景，所以这些机器人是通过远程操作控制的。但对我来说，我更希望看到他们在让机器人实现自主方面的真实进展。不过，公平地说，埃隆在发布会上确实提到，如果能像水晶球看到未来那样，这就是他们所想要的。因此，这次发布会明显是为了让我们一瞥未来并感受这种现实，而不是详细说明具体实现的路线图，这也是很多人感到失望的原因。坦率地说，我也更希望看到后者，就像你们中的许多人一样，但这显然不是特斯拉的目标。我们还在思考，特斯拉在发布会上展示的Optimus的片段是否也是通过远程操作实现的，或者这些行为是否是通过视频学习到的。

I've heard the narrative out there that Tesla could have a business line teleoperating Optimus. In sure there are some use cases for this technology but this is not Tesla's end game with this project. I think teleoperation will mostly just be a tool that Tesla uses to help Optimus become autonomous. Tesla building a teleoperation business feels akin to Tesla using LiDAR. However, let's be real here. What other robotics company has shown a display of 20 plus humanoids interacting with a group of people in real time. Even given the human assistance it's still a pretty impressive feat and not something that should be completely written off. But if Optimus is really going to be a general purpose robot that people can own, the dexterity is going to need to be much improved from what we saw at Wii Robot. Simple tasks like picking up bags and operating the beer tap looked quite clunky. However, they did have a display of the new hand which goes up to the forearm with 22 degrees of freedom and that looks much closer to what Optimus will need from a hardware perspective. But likely the hardest challenge with Optimus is going to be the AI, aka the software problem and from that angle we're still mostly in the dark.

我听说外界有一种说法认为特斯拉可能会将Optimus机器人远程操作发展成一个业务领域。虽然这项技术确实有一些应用场景，但这并不是特斯拉对该项目的最终目标。我认为远程操作主要会成为特斯拉帮助Optimus实现自主的工具。特斯拉建立一个远程操作业务，感觉就像特斯拉使用LiDAR（激光雷达）一样不太可能。然而，现实点说，有哪家机器人公司能够展示超过20个人形机器人与一群人实时互动呢？即便存在人类辅助，这仍然是一个相当令人印象深刻的成就，不应该被完全忽视。但如果Optimus真的要成为可以被人们拥有的通用机器人，那么它的灵活性需要比我们在Wii Robot看到的有很大提升。简单的任务，比如捡起袋子或操作啤酒龙头，看起来相当笨拙。不过，他们展示了一个新的机器人手设计，从手到前臂有22个自由度，这在硬件方面更加接近Optimus所需的标准。然而，Optimus面临的最大挑战可能是人工智能，即软件问题，从这个角度来看，我们仍处于摸索阶段。

And for the robo van. Now, Franz said Elon's pronunciation was a joke but I happen to like it so I may stick with it. At no time line was given for this vehicle, this feels like a project for the end of this decade. My initial thought is why is the ground clearance so low? Granted, I have flooding on my mind after Hurricane Milton but a lot of folks are saying how this will disrupt the van and RV life. On that point I'm not so sure, I can't really see this thing off-roading to get to scenic locations. Plus we have no idea what type of configurations will be available. Elon did say it can seat up to 20 but if you add two more seats I'm not sure how the riders would get into the second rows. Of course there could be different seat types or that could be including standing room, again we just don't know. But in an interview with the kilowatts Franz said it seats 14 and if you need to transport more people you can just hire another one. On this build there were not any seat belts, Franz did mention how the robo van was designed to carry not just groups of people like wedding parties or going to games with friends, but also moving packages and goods which opens up a lot of possibilities. And on that point some people were saying the cybercab could be used for food delivery because there was this coffee cup on the app in the presentation. But if the cybercab goes to the Starbucks drive through how will they get the coffee into the cup holder? Someone of course would need to walk it outside and put it in the car.

关于自动驾驶货车这个项目。Franz 说埃隆的发音是个笑话，但我倒挺喜欢的，所以可能会继续使用这个发音。目前没有给出这个车辆的时间表，感觉这可能是本世纪末的项目。我的初步想法是，为什么底盘离地间隙这么低呢？我想到飓风Milton后的洪水问题，但很多人都在说这会改变货车和房车的使用方式。对此我不太确定，我实在看不出这东西如何涉足越野去到风景优美的地方。此外，我们也不知道会有哪些配置。埃隆确实说它最多可以容纳20人，但如果再加两个座位，不知道乘客要怎么进入第二排。当然可能会有不同类型的座椅，或者包括站立空间，我们现在都不知道。不过在一次与Kilowatts 的采访中，Franz 说它可以坐14 人，如果需要运送更多人，可以再叫一辆。在这个设计中，没有安全带，Franz 提到过自动驾驶货车不仅是为像婚宴团队或者与朋友去看比赛之类的人群设计的，还可以用于运送包裹和货物，这增加了很多可能性。有人还在说网络计程车可以用于送餐，因为在演示的应用上看到咖啡杯的图标。不过如果网络计程车要去星巴克的得来速窗口，他们怎么把咖啡放到杯架上呢？当然，还需要有人把咖啡放到车里。

Which would be a great opportunity for Tesla to partner with some food chains so hopefully more on that in the future. And back to the robo van, how about the school bus of the future? Tesla did not specify if people will be able to buy these and while it may not be a popular option for the average consumer, the fleet owner business model could make sense here as well and of course the commercial opportunity is massive. There are some frunks if you will on this vehicle, storage for luggage and other items on each end of the van. And despite the van seeming like a product that's far off into the future, On X Elon did just say that there's even more to come. So if you take a look around the reporting on the event and even the discourse on X, the doubters and haters of Tesla has seemingly hit an all time high. I knew right after the event Wall Street would not like it, but the truth is that sentiment spread far beyond just Wall Street and the media. So many people thinking that Tesla will never solve autonomy and that optimists, cybercab and the robo van are impossible and that this event was just one giant distraction from the progress that Tesla is not making.

这对特斯拉来说是一个与一些食品连锁店合作的绝佳机会，希望未来能有更多这样的合作。回到自动驾驶面包车的话题，未来的校车会是什么样的呢？特斯拉尚未说明这些车是否可以供普通消费者购买，虽然这可能不是一个受欢迎的选择，但对于车队拥有者的商业模式来说，这可能是有意义的，当然，商业机会非常巨大。这种车辆的两端都有储物空间，可以放置行李和其他物品。尽管这款面包车似乎还很遥远，Elon 在 X 上表示仍有更多惊喜即将到来。如果你查看一下有关这次活动的报道，甚至是 X 上的讨论，似乎对特斯拉的质疑和反对达到了前所未有的高峰。我知道活动结束后华尔街可能不喜欢它，但真实情况是这种情绪远不止于华尔街和媒体。许多人认为特斯拉永远无法解决自动驾驶问题，认为乐观派、赛博卡车和自动驾驶面包车根本不可能实现，并且认为这次活动只是特斯拉未能取得进展的一个巨大的干扰。

So here's a quick, cool related story. From a SpaceX employee, the absolute worst thing that someone can do at SpaceX is inform Elon that what he's asking is impossible. An employee could be telling Elon there's no way to get the cost on something like that actuator down to where he wants it or that there's simply not enough time to build a part by Elon's deadline. Elon will say fine, you're off the project. And I am now the CEO of this project. I'll do your job and be CEO of two companies at the same time. I will deliver it. What's crazy is that Elon actually does it. Every time he's fired someone and taken their job, he's delivered on whatever the project was. So I thought that story that was shared was pretty cool and the truth is there's a large group of people that feels like they're stuck waiting for Tesla to do the impossible. And therein lies the problem for many. We're still in this waiting game for Tesla's main projects to actually generate revenue and profit growth for the company.

所以，这里有一个快速、有趣的相关小故事。根据一位 SpaceX 员工的说法，在 SpaceX 做的最糟糕的事情就是告诉马斯克他想要的东西是不可能的。可能有员工告诉马斯克，某个致动器的成本不可能降到他希望的水平，或者说在马斯克设定的最后期限内没有足够的时间制造某个部件。马斯克会说，好的，你不再参与这个项目了。我现在就是这个项目的 CEO。我会做你的工作，并同时担任两家公司的 CEO。我会完成它。疯狂的是，马斯克真的能做到。每次他解雇了某人并接手他们的工作，他都完成了项目。所以我觉得这个故事很酷，而事实上有很多人觉得他们被困在等待特斯拉完成不可能的事情之中。这对于很多人来说是个问题。我们仍然在等待特斯拉的主要项目真正为公司带来收入和利润增长。

And honestly I totally understand why shareholders are getting restless and even as a consumer, there's so much uncertainty around vehicle launches. Will Tesla actually have a more affordable vehicle next year? Of course Tesla wants to avoid the Osborne effect but it's not like a more affordable vehicle is some big secret. It's been public information for a while. And Elon and Tesla like to say that they don't care about the stock in the short term but if that's really the case then they should just be clear on the timing of the next vehicle so consumers can plan accordingly. Add in the uncertainty with tax credits and it becomes a quagmire. Plus people now know that they can buy the cybercab hopefully in 2026 so some people will definitely be waiting for that as well.

老实说，我完全理解为什么股东们感到不安，甚至作为消费者，对于车辆发布存在如此多的不确定性。特斯拉明年真的会推出更实惠的车型吗？当然，特斯拉想避免出现“奥斯本效应”，但更实惠的车型也不是什么秘密。这一消息已经公开很长时间了。埃隆和特斯拉总是说他们不关心短期的股价，但如果真是这样，他们应该在下一个车型的时间上给出明确的信息，好让消费者可以提前计划。此外，税收抵免的变数让情况更加复杂。再加上人们现在知道他们有望在2026年购买到Cybercab，所以一些人肯定也会等着买这款车。

But as has been the case for years now and as Elon has reiterated numerous times, if you don't think Tesla will solve for autonomy, you should not be invested in the company. Elon could not be more clear about how he wants Tesla to be perceived and valued as a full blown autonomous robotics and energy company. Come out there we're calling this event the announcement of a massive pivot for Tesla but the way I see it this has already been in the works for years. This really isn't a new way forward it's just the announcement of the direction that the company has already been going.

多年来一直如此，正如埃隆多次重申的那样，如果你不认为特斯拉能够解决自动驾驶问题，你就不应该投资这家公司。埃隆非常明确地表示，他希望特斯拉被视为一家完整的自动化机器人和能源公司。有人将此次活动称为特斯拉的重大转折，但在我看来，这一计划已经酝酿了多年。这并不是一个全新的发展方向，只是宣布了公司早已在前进的方向。

The days of focusing on Tesla delivery figures have taken a back seat and Elon is quite literally betting the company on this autonomous robotic future. Quite disappointment in the short term and the lack of detail you also have to at least consider the upside scenarios here especially after Elon and SpaceX made history on Sunday. Now it's true self-driving has far more unknowns and variables than catching a giant rocket with chopsticks but the narrative was the same. That being that starship would be a failure. It would never work let alone on the first try. And guess what? Here we are Elon and his team found a way to make the impossible merely late yet again.

特斯拉交付数字曾经是关注的焦点，但现在这些已经退居次要地位，埃隆·马斯克正将公司赌在自动驾驶的未来上。虽然在短期内可能会让人失望，且缺乏详细信息，但你也要考虑可能的好处，尤其是在埃隆和SpaceX周日创造历史之后。虽然完全自动驾驶有着比用筷子抓住一个巨大火箭更多的未知数和变量，但两者的故事是相似的，曾有人认为星舰项目会失败，认为它永远不会成功，更别提第一次就成功了。但你看，埃隆和他的团队又一次让不可能的事情仅仅推迟了一些而已。

And sadly it's also just going to be the new normal going forward that the level of hate for Elon and Tesla will grow. This is natural as their popularity grows and they become more mainstream but a portion of it is just people who are ruled by emotions and are frustrated that Elon is ragging on their preferred political candidate. But ultimately that will all end up as noise as long as Tesla can actually solve for FSD. And if they pull that off they should be on the fast track to solving for a generalized humanoid as well.

遗憾的是，未来对于埃隆和特斯拉的仇恨只会成为一种新常态。随着他们的知名度增加和变得更加主流，这种现象是自然的，但其中一部分原因是一些人受情绪支配，对于埃隆批评他们偏爱的政治候选人感到不满。不过，只要特斯拉能够真正解决全自动驾驶的问题，最终这些都会成为背景噪音。如果他们成功实现这一点，他们也有望快速解决通用人形机器人的问题。

And look for my short term investors if Tesla does come out with a more affordable vehicle in 2025 that could serve as a perfect bridge to this future Tesla is creating for us that will definitely take a few years. So if we get that roughly $25,000 Tesla with a wheel and pedals next year paired with unsupervised autonomy in a few cities and hopefully quickly scaling from there we may be entering a multi-year bull run after years of stock consolidation. As always the macro will drive the story first and foremost but focusing on what Tesla can control we may return to sales growth and a re-pricing of Tesla as an autonomous provider if they start charging for driverless rides. Tesla has already proven it can manufacture millions of profitable EVs each year and a lot of that fleet will be robotaxi ready. If the cybercap goes into production in 2026 I think there's a real chance we see a historic stock run for Tesla through the end of this decade.

如果特斯拉在2025年推出更实惠的车辆，短期投资者可以关注一下，因为这可能成为特斯拉为未来做准备的完美过渡。这一过程需要几年时间。如果明年我们能看到价格大约为25,000美元的特斯拉汽车（带有方向盘和踏板），并且在几座城市实现无人监管的自动驾驶，并希望能迅速扩展，我们可能会在经历多年股票整合后进入一个多年的牛市周期。宏观经济始终是影响趋势的主导因素，但如果我们关注特斯拉可以控制的方面，那么如果特斯拉开始对无人驾驶收费，我们可能会看到销售增长和特斯拉重新定位为一个自动驾驶服务提供商的局面。特斯拉已经证明每年可以制造出数百万辆盈利的电动车，其中许多车辆已准备好成为自动驾驶出租车。如果2026年开始生产Cybertruck，我认为特斯拉的股票可能在这十年结束前经历历史性的上涨。

And investments aside this plan will totally revolutionize transport and change the look of the roads. As I said on X I'm really not sure how anyone can actively root against this future. The ways in which that future will make life better for everyone are numerous. So personally I think there's a lot to be excited about in the near term being the next 12 months with the semi, energy, a more affordable vehicle, unsupervised FSD, project juniper, maybe the roadster. And when you factor in the upside of the longer term 5 to 10 years with what we saw at We Robot I'd still be hard pressed to find a company that has the ceiling that Tesla does. Is it risky? You betcha. But this is just who Elon is and always will be. A guy who pushes the limits is doubted the entire way but finds a way to do things that no one thought possible.

除了投资之外，这个计划将彻底革新交通并改变道路的面貌。正如我在社交平台X上所说，我真的不明白为什么会有人反对这样的未来。因为这个未来将以多种方式改善每个人的生活。所以我个人认为在未来的12个月里，有很多值得期待的事情，比如半挂车、电力、更实惠的车辆、无需监督的自动驾驶、Project Juniper，当然还有可能出现的Roadster。而从长远来看，5到10年的时间里，我们在"We Robot"上看到的前景，也让我很难找到另一家公司能像特斯拉那样具备同样的潜力。这风险大吗？当然。但这就是马斯克的风格，一直以来都是。他是一个挑战极限的人，总是在被怀疑中前行，却总能找到实现不可能之事的方法。

And for what it's worth I just happen to still be in the camp that believes that trend will continue. And as I've said since day 1 of this channel patience will be required. And look, as much as I'm eager for more detail and more information, it's a fact Tesla has told us the competition watches their events frame by frame. So Tesla does have to be careful about what they share publicly. And with everything riding on the product shown at We Robot we have to at least acknowledge Tesla wanting to keep the secret sauce secret. Which means yes, we have to trust that they can pull this off but they've given us a proven track record of execution.

翻译成中文： 不管价值如何，我依然属于那一群相信这一趋势会继续的人。正如我从这个频道第一天开始所说的，耐心是必需的。看，我非常渴望得到更多细节和信息，这也是事实——特斯拉已经告诉我们，他们的竞争对手会逐帧仔细观看他们的活动。因此，特斯拉在公开分享信息时必须谨慎。而对于We Robot上展示的产品，一切都将取决于此，我们至少要承认特斯拉想要保持核心机密的意图。这意味着，是的，我们必须相信他们能够做到这一点，但他们已经向我们展示了执行的可靠记录。

And I'll leave you guys with this from Jensen from Nvidia on Elon recently. Just for confirmation as it'll carry more weight coming from Jensen than coming from me. Elon does things that have never been done before. But first, and I promise very briefly, a lot of you know Ashley and I spent last week in a hotel. Couldn't really cook our own food and it really was an ideal situation to have some AG1 in your bag of nutritional tricks. It's a quick and easy way to get 75 vitamins, minerals and probiotics every day no matter what's going on with your diet or your life at the time. And real talk, it's just been a part of my life now for years and mentally and physically I just prefer how I am with it more than I am without it.

我给大家分享一下来自Nvidia的Jensen最近对Elon的评价。因为这话由Jensen来说比我说要更有分量。Elon总是做前所未有的事情。但首先，我保证很简短，很多人知道我和Ashley上周住在酒店，不能自己做饭，在这种情况下，AG1真是一个理想的选择。无论你的饮食或生活状况如何，它都是一种快捷、方便的方式，每天获取75种维生素、矿物质和益生菌。实话实说，它已经成为我生活的一部分好多年了，从心理和生理上来说，我更喜欢有它的状态。

So with that, if you'd like to support the channel and your health you can get 5 travel packs and a 1 year supply of Vitamin D3K2 for free using my link in the description below or you can use the QR code right on the screen. It's drinkag1.com slash electrified. Enjoy. First of all, acknowledgement of achievement where it's deserved. From the moment of concept to a data center that's ready for Nvidia to have our gear there to the moment that we powered it on, had it all hooked up and it did its first training. Yeah, sure. So that first part, just building a massive factory liquid cooled, energized, permitted in the short time that was done. I mean that is like super human.

因此，如果你想支持这个频道并改善自己的健康状况，可以通过我在下方描述中的链接，或者直接使用屏幕上的二维码，免费获得5个旅行装和1年的维生素D3K2供应。网址是drinkag1.com/electrified，享受吧。 首先，要表扬值得称赞的成就。从概念形成到一个已经准备好迎接Nvidia设备的数据中心，再到首次启动并且完成第一次训练，这整个过程确实了不起。尤其是第一步，能够在这么短的时间内建造一个大型的、液冷的工厂，并完成通电和许可等事务，简直是超凡的成就。

And as far as I know, there's only one person in the world who could do that. I mean Elon is singular in this understanding of engineering and construction and large systems and marshalling resources. Yeah, it's unbelievable. And of course, then his engineering team is extraordinary. I mean the software team is great, the networking team is great, the infrastructure team is great, you know, Elon understands this deeply. And from the moment that we decided to get to go, the planning of with our engineering team, our networking team, our infrastructure computing team, the software team, all of the preparation and advance, then all of the infrastructure, all of the logistics and the amount of technology and equipment that came in on that day and Nvidia's infrastructure and computing infrastructure and all that technology to training 19 days.

据我所知，全世界只有一个人能做到这一点。我指的是埃隆，他在工程、建筑、大型系统以及资源调配方面有着独特的理解，真是令人难以置信。当然，他的工程团队也非常出色，软件团队、网络团队、基础设施团队都很优秀，可以说埃隆对此有深刻的理解。从我们决定开始的那一刻起，工程团队、网络团队、基础设施计算团队、软件团队开始进行了所有的规划和准备。当天涉及的基础设施、物流、技术和设备的数量，以及Nvidia的基础设施和计算设施等所有技术，进行了一次为期19天的培训。

Hang on, do you know what? Did anybody sleep 24 or 7? No question that nobody slept. But first of all, 19 days is incredible. But it's also kind of nice to just take a step back and just do you know how many days 19 days is? This is a couple of weeks. And the mountain of technology, if you were to see it, is unbelievable. All of the wiring and the networking and you know, networking and video gear is very different than networking, hyperscale data centers. Okay, the number of wires that goes into one node, the back of a computer is all wires. And just getting this mountain of technology integrated and all the software incredible.

等等，你知道吗？有没有人是一天24小时都在睡觉的？显然没有人会这样。但是首先，19天是一件难以置信的事情。不过从另一个角度来看，退一步说，你知道19天是多少天吗？这相当于是几周。那里的技术简直令人惊叹。如果你能看到的话，会发现它简直是一个技术的山峰。所有的线缆和网络设备，都与数据中心的网络和超大规模数据中心完全不同。一台计算机的后面布满了线缆，把这些技术之山和所有的软件整合在一起，真是让人叹为观止。

Yeah, so I think what Elon and next team did. I'm really appreciative that he acknowledges the engineering work that we did with him and the planning work and all that stuff. But what they achieved is singular. Never been done before. Just a print perspective, 100,000 GPUs, that's you know, easily the fastest supercomputer on the planet as one cluster. A supercomputer that you would build would take normally three years to plan. And then they deliver the equipment and it takes one year to get it all working. Yes. We're talking about 19 days. Wow.

好的，我想说一下Elon和他的团队所做的事情。我非常感激他认可我们与他一起完成的工程和规划工作等等。但他们的成就真是独一无二，从未有人做到过。从技术角度看，他们用了10万块GPU，这绝对是全球最快的超级计算机，作为一个整体来看。一般而言，建造这样的超级计算机通常需要三年的规划时间，然后设备运到后需要一年才能全部正常运作。而他们却只用了19天。哇。