This Is Unheard Of / Autonomous Regulations Changing? / GM Going Digital ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. So first up today, there was a battery show last week in Detroit, and the main takeaway, a lot of these companies throughout the supply chain are now changing their plans. A CTO at a battery startup said people thought batteries were easier than they are, so there was a lot of irrational exuberance over the last decade. The article goes on to talk about some of these companies working on moonshot battery ideas, things along the lines of next-gen battery tech. But now, given the realization that those projects are harder than they thought, paired with many OEMs slowing down with EV plans, suppliers are now prioritizing low-cost materials and efficient manufacturing. Why that wasn't the focus initially is beyond me. The head of EVs at Boston Consulting Group said we have all the innovation we need to do the normal stuff. We'll get to the next-gen stuff down the road. It's not dead, but it has been deprioritized. The article then went on to talk about some different partnerships in the battery supply chain space, but the main point many companies are realizing they can't do everything in-house. And I think you know where I'm about to go with this, this article really just highlights the magnitude and difficulty of what Tesla has pulled off with its in-house 4,680 program. And don't get me wrong, I'm all for next-gen battery breakthroughs, but right now we just need low-cost manufacturing at scale. This article is a good sign for that to come.

欢迎来到Electrified，我是你的主持人Dylan Loomis。我们今天首先关注的是，上周在底特律举办了一场电池展，其中一个主要结论是，供应链中的许多公司现在正在改变他们的计划。一家电池初创公司的首席技术官表示，人们曾认为电池技术比实际要简单得多，所以在过去十年里存在很多不理性的兴奋。文章继续讨论了一些公司正在研究的雄心勃勃的电池项目，如下一代电池技术。但现在，随着人们认识到这些项目比他们想象的更难，加上一些原始设备制造商放缓了电动车计划，供应商现在优先考虑低成本材料和高效制造。为什么这些没有最初成为关注点让我感到费解。波士顿咨询集团的电动车负责人表示，我们已经拥有完成常规工作的所有创新。我们会在未来实现下一代技术。它并没有被放弃，但已经被降低优先级。文章还谈到了电池供应链空间中的一些不同合作伙伴关系，但主要观点是，许多公司意识到他们不能单独完成所有事情。我想你知道我要说什么，这篇文章真正强调了特斯拉通过其内部4680项目所实现的规模和难度。不要误会，我完全支持下一代电池的突破，但现在我们只是需要大规模的低成本制造。这篇文章对此是一个积极的信号。

AutoNews put out this article saying there's a big problem with Tesla's CyberCab and that's US rules will not allow it. They said automakers must secure permission from NHTSA before putting cars on the road that don't have a steering wheel or other controls required by US auto safety rules. And even if Tesla was able to overcome that hurdle, it could only put a few thousand robotaxes on the road in a given year. NHTSA has long permitted manufacturers to deploy 2,500 vehicles per year under a granted exemption. NHTSA has long permitted manufacturers to deploy 2,500 vehicles per year under a granted exemption. You may remember back in 2022, Cruise actually applied for this exemption for its origin project, but two years later, and NHTSA still didn't respond, and given all of the problems Cruise had, they withdrew that application. NHTSA confirmed yesterday Tesla has not yet requested an exemption for the CyberCab. So that's more at the national level, and then we have Missy Cummings, who said I think the bigger question are the state permits. She said until Tesla provides the state with testing data, they are years away from obtaining the necessary permits in California. We all know Missy's adversarial role in tone toward Tesla over the years, so keep that context in mind, but that's what she's still saying.

AutoNews发表了一篇文章，指出特斯拉的CyberCab面临一个大问题，那就是美国法规不允许它上路。文章称，汽车制造商必须在推出没有方向盘或其他符合美国汽车安全法规控制装置的车辆之前，获得美国国家公路交通安全管理局（NHTSA）的批准。即便特斯拉能解决这个困难，它每年最多也只能在路上投放几千辆这样的机器人出租车。NHTSA长期以来允许制造商在豁免条件下，每年部署2500辆车辆。您可能还记得，Cruise在2022年曾为其origin项目申请过这样的豁免，但两年过去了，NHTSA仍未回应，而鉴于Cruise面临的所有问题，他们撤回了申请。NHTSA昨日证实，特斯拉尚未为CyberCab申请豁免。这是国家层面的问题，还有Missy Cummings提到的，州许可更为关键。她表示，除非特斯拉向州政府提供测试数据，否则在加州获得必要的许可还需几年。我们都知道Missy多年来对特斯拉持有对立态度，所以在理解她的观点时要考虑这一背景，但这仍然是她目前的看法。

To date, NHTSA has only granted one such exemption for a company NURO back in 2020 for their driverless electric delivery vehicle. About one year later, after that exemption, NURO announced to deal with Domino's for pizza delivery. The past few years, the company was very quiet, but earlier this year, we did learn that they're actually looking to license their autonomous suite to mobility providers and auto manufacturers. And credit where it's due, over the past few years, this R2 vehicle has a perfect safety record with zero at fault accidents. They said their expanded autonomy capabilities include both surface streets and highways. They're now aiming to use this technology for level 4 consumer vehicles. But last year, NHTSA announced a proposal that would be an alternative to just that one exemption for vehicles without wheels and pedals, etc. It was called AV-Step for safety transparency and evaluation program. It was meant to eliminate caps on the maximum allowable number of vehicles using various forms of advanced driving systems up to and including full self-driving, where the control of a human in the driver's seat is unnecessary. But in return, NHTSA wants the company's deploying these vehicles to share data regarding operations. It is true that currently, the maximum number of driverless vehicles allowed on the roadways of the US is 2,500. But with this new program, that number was expected to jump significantly.

截至目前，NHTSA（美国国家公路交通安全管理局）仅在2020年给NURO公司颁发了一项豁免，允许其无人驾驶电动配送车辆上路。大约一年后，NURO宣布与Domino's披萨达成合作，进行披萨配送。过去几年，该公司一直比较低调，不过在今年早些时候，我们了解到他们实际上在考虑将其自动驾驶技术授权给出行服务商和汽车制造商。值得称赞的是，过去几年中，这款R2车辆保持了完美的安全记录，没有发生任何责任事故。他们表示，他们扩展的自动驾驶功能包括城市街道和高速公路。现在，他们的目标是将这项技术应用于4级（Level 4）自动驾驶消费车辆。 但在去年，NHTSA提出了一项计划作为对无方向盘和脚踏板等车辆豁免的替代方案。该计划名为AV-Step，旨在提高安全透明度及进行评估，目的在于消除对使用包括完全自动驾驶在内的各种高级驾驶系统车辆数量的限制，这使得驾驶者在驾驶座上的人为操控已不再必要。不过，作为交换，NHTSA希望部署这些车辆的公司分享其运营数据。目前美国公路允许的无人驾驶车辆最多为2500辆，但随着这一新计划的实施，这个数字有望大幅增加。

This new program, however, still hasn't defined the number of vehicles that will be allowed on the road. However, this AV-Step program still has not defined the new vehicle cap. And just so you know, the exemption that these automakers have to request through NHTSA for these vehicles without wheels and pedals, is an exemption from the Federal Motor Vehicle Safety Standards, FMVSS. NHTSA was supposed to publish its plans for AV-Step in November of last year, but by the end of last year, they still hadn't done it. And I couldn't find anything that shows they published it yet this year. Something we also have to keep in mind when Tesla does get around to actually requesting these exemptions, there's likely going to be plenty of public pushback. We had Teamsters, one of the biggest unions in America, actually calling for GM not to get the exemption for its origin project. Now granted, crews did have some public safety problems, but the Teamsters' President said we already have too many examples of the chaos these vehicles cause in our communities. The AV-Step program is still largely a mystery, but we do know that under this umbrella, NHTSA would allow companies to apply. To deploy non-compliant vehicles equipped with automated driving systems like those lacking mirrors, sun visors, windshield wipers, and other equipment needed for human drivers.

这个新计划仍未确定允许上路的车辆数量。AV-Step计划尚未定义新的车辆上限。而且你应该知道，汽车制造商需要通过美国国家公路交通安全管理局（NHTSA）为这些没有方向盘和踏板的车辆申请豁免，这种豁免是对联邦机动车辆安全标准（FMVSS）的豁免。NHTSA本应在去年11月公布其AV-Step计划，但到去年底仍未实现。今年也没有发现任何他们公布计划的迹象。值得注意的是，当特斯拉申请这些豁免时，可能会遭到大量公众反对。美国最大的工会之一，Teamsters，曾呼吁不应给通用汽车的起源项目豁免。虽然他们确实存在一些公共安全问题，但Teamsters的主席表示，我们已经有太多这种车辆对社区造成混乱的例子。AV-Step计划仍然很神秘，但我们知道NHTSA会在这个框架下允许公司申请，部署那些不符合标准的车辆，这些车辆配有自动驾驶系统，例如缺少反光镜、遮阳板、雨刮器和人类驾驶员需要的其他设备。

For years now, at the federal level, lawmakers have been considering legislation to establish a nationwide regulatory framework for autonomous vehicles. However, more than 20 safety groups have urged lawmakers not to advance legislation that will turn our nation's public roadways into private testing grounds and turn the public against this technology. Back at the state level, in April of this year, Kentucky became the 25th state to have an AV deployment statute. A milestone that effectively means half of the US states now welcome autonomous vehicles. These state statutes provide a policy roadmap for autonomous trucks, robotaxes, zero occupancy delivery vehicles, and autonomous shuttles. The most recent news I could find about this AV-Step program was from real clear policy and they were saying May of this year, NHTSA should move forward with its AV-Step program.

多年来，在联邦层面上，立法者一直在考虑建立全国性的自动驾驶汽车监管框架的立法。然而，超过20个安全团体敦促立法者不要推进可能将国家公共道路变为私人测试场地的立法，以避免公众对这项技术产生反感。在州一级方面，今年四月，肯塔基州成为第25个拥有自动驾驶汽车部署法规的州。这一里程碑意味着美国一半的州现在对自动驾驶汽车表示欢迎。这些州法律为自动驾驶卡车、机器人出租车、无人驾驶配送车辆和自动穿梭车提供了政策指南。我能找到的关于这个AV-Step计划的最新消息来自《Real Clear Policy》，他们在今年五月表示，NHTSA应该推进其AV-Step计划。

It's worth noting the only exemption that's been granted for NURO was for a low speed autonomous vehicle, which of course would be different for the cybercab. Would it be nice to see Tesla already have submitted for this exemption? Absolutely, but they obviously know a lot more about where the policy stands than you or I based on public info. And who knows, maybe Tesla is just waiting for after the election to see how the dust settles because that definitely may change some of these policies around autonomous vehicles. Personally, I still don't think Tesla will face any delays launching unsupervised FSD at least in a few select cities where they already have statutes in place. But to have a true, generalized solution for autonomy, meaning across all 50 states, Tesla definitely has some work ahead beyond just getting the technology to work. Karan Driver put out a very positive review of the new Model 3 saying a 3 decibel reduction at 70 mph is unheard of for a facelifted vehicle. And this is the first Model 3 to go more than 300 miles in our highway range test.

值得注意的是，目前唯一获得豁免的为NURO的低速自动驾驶车辆，而这与特斯拉的自动驾驶出租车（cybercab）显然不同。会令人高兴的是，如果特斯拉已经为此提交豁免申请？当然，但显然他们比你我从公共信息中能了解到的更清楚政策现状。谁知道呢，也许特斯拉只是等选举结束后看看局势变化，因为这可能会影响与自动驾驶车辆相关的一些政策。就我个人而言，我仍然认为特斯拉在少数已经有相关法规的城市里推出无人监管的全自动驾驶（FSD）不会遇到延迟。不过，要实现全面的自动驾驶解决方案，也就是在所有50个州，特斯拉除了让技术有效之外，显然还有一些工作要做。Karan Driver发布了一篇关于新款Model 3的积极评价，称在每小时70英里的速度下噪音减少3分贝对于小改款车型而言是前所未闻的。这也是我们首次在高速公路续航测试中，Model 3续航超过300英里。

While the 2024 updates to the Model 3 lineup may look like a typical facelift, there's nothing typical about how much quieter the highland Model 3 is over the road. Their test of the decibel levels in the new Model 3 was 67, 3 lower than their 2019 Model 3 test. And remember, the decibel scale is logarithmic so a change of 3 is actually a major deal. Tesla credits that improvement to the acoustic laminated or double-paying glass all around the vehicle before only the windshield and the front side glass were laminated. Plus, they reshaped the hood to help the airflow over the vehicle and not hit the windshield. And they cited the new tires and the lower rolling resistance. It's good to see Tesla get some of the credit it deserves for this refresh because plenty of people still think the Model 3 hasn't changed at all for years.

虽然 2024 款 Model 3 车型的更新看起来像是一次普通的改款，但在行驶中的高地版 Model 3 的安静程度却非同一般。新款 Model 3 的分贝测试结果为 67，比 2019 款 Model 3 低了 3 分贝。要知道，分贝等级是对数制，因此变化 3 个单位实际上是一个重大差异。特斯拉将这种改进归功于全车窗都使用了声学夹层玻璃或双层玻璃，而之前只有挡风玻璃和前侧窗使用了夹层玻璃。此外，他们重新设计了车前盖，以帮助气流更顺畅地流过车辆而不是撞击挡风玻璃。他们还提到了新轮胎和更低的滚动阻力。看到特斯拉因为这次更新而获得应有的认可是件好事，因为很多人仍然认为 Model 3 多年来没有任何变化。

Back in March 2018, Elon shared this video of a people mover going underground that would travel through tunnels. So all of that speculation out there that the robo van could be the perfect vehicle for the boring company is certainly not unfounded. At the time, he said all tunnels will prioritize pedestrians and cyclists over cars. We'll still transport cars, but only after all personalized mass transit needs are met. The Cybertruck account gave an update on PowerShare saying enabling PowerShare for your Cybertruck may take up to a week. I know some customers out there are rolling their eyes because they've been waiting months for their PowerShare to actually work. They said if you have solar, PowerShare will be enabled by the end of the year. Also, if you have a backup switch installed, you should be up and running by the end of the year. And for Powerwall owners, PowerShare will be enabled in 2025. If you need more detailed information about PowerShare, I'll have this Tesla blog post below. But for now, if you don't have a Powerwall, you do need a universal wall connector and a PowerShare gateway. It's the gateway that actually controls the connection to the grid and detects the outages. But again, if you have a Powerwall, you do not need any additional equipment.

2018年3月，埃隆分享了一段视频，展示了一种可以在地下行驶的运输系统，能够穿越隧道。因此，外界关于自动驾驶面包车可能是无聊公司完美交通工具的猜测并非毫无根据。当时，他表示所有隧道将优先考虑行人和骑自行车的人，而不是汽车。我们仍会运输汽车，但只有在满足所有个人化公共交通需求之后才会如此。Cybertruck账户提供了有关PowerShare的更新，称启用Cybertruck的PowerShare功能可能需要长达一周的时间。我知道一些客户对此感到无奈，因为他们已经等待了数月，而PowerShare还未能正常工作。他们表示，如果你有太阳能系统，PowerShare将在年底前启用。此外，如果你安装了后备开关，你应能在年底前正常使用。而对于Powerwall的用户，PowerShare将在2025年启用。如果你需要更多PowerShare的详细信息，我将在下方提供这篇特斯拉的博客文章。目前，如果你没有Powerwall，你确实需要一个通用墙壁连接器和一个PowerShare网关。这个网关负责控制与电网的连接并检测中断。但如果你有Powerwall，那么不需要额外的设备。

Functionality for which should arrive later this year, and they said all Powerwall models will be compatible with PowerShare backup in the future. We get our next Tesla earnings day next week on Wednesday the 23rd, and Barclays is sounding quite optimistic. They said given our expectation of a 3rd quarter beat and reminder of stabilized near-term estimates, we believe 3rd quarter results could be a positive near-term catalyst. We expect Tesla to post upside driven by margin improvement, OPEX reductions, and potentially also from solid regulatory credit revenue. More broadly, after a run of sharply negative revisions to earnings estimates, Tesla estimates have largely stabilized. And they also noted that margins have troughed and are set to improve. Despite intense pushback from many automakers and industry players, Brussels is sticking to its plans for curves on combustion engines in the EU in 2035. The industry body A.C.E.A. has also warned the sector could face millions of euros and fines when stricter rules come into force next year aimed at cutting overall emissions from cars in Europe by 15 percent compared to a 2021 baseline. Italy's industry minister has warned that this ban in 2035 is a crisis for European car manufacturing. Then Austria's climate minister said the future of the automotive industry is electric. Europe cannot afford to fall behind on this technology the way it had in smartphones despite it having an early mobile phone champion in Finland's Nokia. I think that's a fitting story right after what Barclay said about feeling optimistic about Tesla's regulatory credit revenue, not just for this quarter but the quarters ahead. Nissan just put out a new press release about its Nissan Energy Charge Network and the My Nissan app. In that press release they said later this year, Nissan will make available to Aria drivers, a NACS adapter, which will allow Aria drivers to conveniently charge at Tesla supercharger locations. In 2025 Nissan will begin offering EVs for the US and Canadian markets with a NACS port. Of note though in the press release they said this functionality is not currently available to Nissan Leaf owners. And the only EVs Nissan has in the US right now are the Leaf and the Aria.

该功能预计将在今年晚些时候推出，他们表示所有的 Powerwall 型号未来都将兼容 PowerShare 备份。我们将在下周三，也就是 23 日，得到特斯拉的下一次财报，而巴克莱对特斯拉的前景持相当乐观的态度。他们表示，鉴于我们预计第三季度的表现超出预期，并且近期的估算趋于稳定，我们相信第三季度的业绩可能会成为短期内的一个积极推动因素。我们预计特斯拉的优势可能来自利润率的改善、运营费用的减少，甚至可能来自稳定的法规信用收入。从更广泛的角度来看，在经历了一系列大幅下调盈测后，特斯拉的估测基本稳定。他们还指出，利润率已经触底并有望提高。尽管许多汽车制造商和行业参与者强烈反对，布鲁塞尔坚持其计划，到 2035 年在欧盟限制内燃机的使用。行业组织 A.C.E.A. 也警告称，当明年更严格的法规生效后，汽车行业可能面临数百万欧元的罚款，目标是将欧洲汽车的总体排放量在 2021 年基线的基础上减少 15%。意大利的工业部长警告称，2035 年的这一禁令对于欧洲汽车制造业来说是一次危机。奥地利的气候部长则表示，汽车产业的未来是电动化的，欧洲不能像在智能手机技术上掉队一样在这项技术上落后，尽管曾有芬兰的诺基亚这样早期的手机冠军。我认为，在巴克莱关于对特斯拉法规信用收入的乐观观点之后，这个故事很符合时宜，不仅是针对这个季度，还有未来几个季度。日产刚刚发布了一份关于其日产能源充电网络和 My Nissan 应用程序的新新闻稿。在该新闻稿中，他们表示今年晚些时候，日产将为 Aria 车主提供一个 NACS 适配器，使其能够方便地在特斯拉超级充电站进行充电。2025 年，日产将开始为美国和加拿大市场提供带有 NACS 接口的电动车。不过值得注意的是，在新闻稿中他们称这一功能目前尚未向日产 Leaf 车主提供。目前，日产在美国市场的电动车只有 Leaf 和 Aria 两个型号。

Milan Kowatz, an engineer for Optimus, shared a post on X. We had about 20 active bots at all times walking through the crowd, dancing, taking selfies, pouring drinks. While of course they were human assisted to some extent to help showcase our vision of an amazing future, they walked, balanced and danced on their own for around 4 hours straight with only one single fall someone's handbag caught a bot's hand. Making nice demo videos is not easy but ensuring a safe live operation of many humanoids for hours in a public outdoor environment imposed a much higher bar. Through this push we made significant improvement across full body controls and locomotion, hardware stability and infrastructure. And most excitingly further progress towards bot autonomy has also been made in the background which we'll share very soon. Don't forget around 3 years ago Optimus was a random person in a body suit.

米兰·科瓦茨是Optimus公司的一名工程师，他在X平台上分享了一篇帖子。我们在活动中始终有大约20个活跃的机器人在观众中行走、跳舞、自拍、倒饮料。虽然它们在一定程度上受到人类的协助，以帮助展示我们对美好未来的愿景，但这些机器人能够自己行走、保持平衡并连续跳舞约4小时，只出现了一次摔倒，那是因为一个机器人的手被别人的手提包挂住了。制作优美的演示视频并不容易，而在公共室外环境中确保众多仿人机器人的安全长时间运行则是一个更高的挑战。通过这次努力，我们在全身控制与运动、硬件稳定性和基础设施方面取得了显著进步。更令人振奋的是，我们在机器人的自主性方面也取得了进一步的进展，并将在不久的将来分享这些成果。别忘了大约3年前，Optimus还只是一个穿着特制服装的人。

Also reflecting on the event, Ashok said we had 19 cybercabs and 29 model-wise driving themselves, 1300 trips transporting over 2000 guests, continuous operation over 3.5 hours and every trip was perfectly safe. The best part was that almost all of the autonomy demonstrated was using close to the production AI software or we'll ship soon in version 13. It took an immense amount of effort from a very talented team to pull this off, the event was super motivating for the team and we're looking forward to bringing this to the real world as soon as possible. And as Sawyer pointed out Ashok has been promoted at Tesla to the vice president of AI software, job description, anything and everything required to get self-driving four-wheeled robots widely. For the past 5 and a half years Ashok has been the director of autopilot software.

在回顾此次活动时，Ashok 表示我们有19辆自动驾驶出租车和29辆不同型号的自动驾驶汽车，总共进行了1300次行程，运送了超过2000名客人，持续运营了3.5个小时，每次行程都非常安全。最值得一提的是，几乎所有展示的自动驾驶功能都使用了即将上市的第13版接近生产水平的人工智能软件。这项成就凝聚了一个非常有才华的团队的巨大努力，此次活动激励了团队，我们期待能尽快将其应用于实际。正如Sawyer所指出的，Ashok已在特斯拉晋升为人工智能软件副总裁，负责的一切都是为了广泛推广四轮自动驾驶机器人的工作。在过去的五年半里，Ashok 一直担任自动驾驶软件的总监。

According to some on-chain metrics Tesla has transferred almost all of its bitcoin around $760 million worth to unknown wallets. Tesla first bought around $1.5 billion of bitcoin back in 2021 but then sold some throughout 2021 and 2022. And according to bitcointreasuries.net, Tesla is actually the fourth largest company to hold bitcoin on its balance sheet. It's still not clear exactly what Tesla's doing with the bitcoin though because the reporting is saying none of the funds were linked to crypto exchanges meaning it's not a guarantee that Tesla is selling it right now. And we likely won't find out next week at earnings either because this transaction wouldn't need to be reported until quarter four financials.

根据一些链上指标，特斯拉已将其约7.6亿美元的比特币几乎全部转移到未知钱包。特斯拉最初在2021年购买了约15亿美元的比特币，但在2021年和2022年期间卖掉了一些。根据bitcointreasuries.net的数据显示，特斯拉实际上是持有比特币的第四大公司。然而，目前尚不清楚特斯拉具体对这些比特币的处理，因为报告显示，这些资金并没有关联到加密货币交易所，这意味着不能确保特斯拉正在出售这些比特币。而且我们可能也不会在下周的财报中得知更多信息，因为这笔交易不需要在第四季度财务报表之前报告。

Tesla charging on X shared that they have installed the first two superchargers in Chile. One of these chargers is in Santiago where Tesla already has two stores and is working on a service center. This really does mark the beginning of Tesla's entry into South America so quite an exciting milestone. And don't forget they're saying battery storage will play an important role in reducing curtailment issues in Chile. Estimates for the full year 2024 taking into account numbers from last year suggest Chile could end up with 4.5 terawatt hours of curtailed renewable energy by the end of this year. If you're not familiar, curtailment basically just means it's wasted. In response, the government is putting together some policies for battery storage and earlier this year they opened a public land bidding auction for land capable of housing 13 gigawatt hours of battery storage projects.

特斯拉的一个帐户在平台X上分享，他们在智利安装了前两个超级充电站。其中一个充电站位于圣地亚哥，特斯拉已在这里开设了两家商店，并正在筹备一个服务中心。这确实标志着特斯拉进入南美市场的开端，是一个令人兴奋的里程碑。此外，他们还表示，电池储能将在减少智利电力浪费问题中发挥重要作用。根据去年数据的估计，2024年全年，智利可能会有4.5太瓦时的可再生能源到今年年底被浪费。浪费的意思基本上就是能源没有被有效利用。为应对这一问题，智利政府正在制定一些电池储存政策，今年早些时候，他们就适合建设13吉瓦时电池储存项目的土地进行了公开拍卖。

GM is aiming to move to a fully virtual design development and validation system for vehicles by next year. They said program timings are speeding up and it needs to move faster with development. I wonder what company caused that realization. They said GM will not make hardware and vehicles available for development and testing once it moves to a full virtual process. A GM engineer said we have to keep pace with the rest of the industry. Hardware tests are always limited in scope. You go to prototype vehicles, you go out and you test them, one fails and the other doesn't, what do you do? Do you react to it? Do you not react to it? What caused the one to fail and not the other? It's a great plan in theory but as always it'll boil down to their execution.

通用汽车计划在明年全面推行虚拟设计开发和验证系统。他们表示项目时间表正在加快，需要在开发上提速。我很好奇是哪家公司促使他们意识到这一点。他们还表示，一旦转向全面虚拟流程，通用汽车将不再提供硬件和车辆用于开发和测试。一位通用汽车的工程师说，我们必须跟上行业的步伐。硬件测试总是有局限性。你拿着原型车去测试，有的失败了，有的没有，你该怎么办？你该做出反应还是不做？是什么导致了一个失败而另一个没有？理论上这是个很好的计划，但归根结底还是要看他们的执行情况。

Chris from Dirty Tesla said FSD12.5.6 is insanely good. I've been happy with the last few version 12s but whoa, wow, whoa, 12.5.6 needs to be sent wide immediately. This version on the hardware 4 Model Y is clearly better than 12.5.5 on the cyber truck. It's not even close. He was asked if he would ride in a vehicle unsupervised. Legally if I could, yes, after what I experienced the last few drives. The safety and smoothness is just becoming off the charts. As always though, different people in different regions can have very different experiences. Holmars said seeing some hard-breaking events needs another point release but overall, very good.

脏特斯拉的Chris说，FSD版本12.5.6非常出色。我对最近几个版本12都很满意，但哇，12.5.6真的让我惊讶，应该立刻大范围推送。这一版本在硬件4的Model Y上明显比12.5.5在Cybertruck上的表现更好。这差距不是一点点。有人问他是否愿意在无人监督的情况下乘车，他说如果法律允许，他愿意，尤其是在最近几次驾车体验之后。安全性和平顺性已经达到了惊人的水平。不过，不同地区的人可能有非常不同的体验。Holmars提到看到一些急刹车事件，觉得可能还需要另一个版本更新，但总体来说，这个版本非常不错。

Something is going on for Tesla in Thailand. They posted this teaser on X with a date of October 18th and 717. Maybe something to do with a 7-seat Model Y but we'll find out in two days. Just to heads up, that Rove EV charging station we talked about recently is now officially open in Santa Ana, California. They're also planning to open 10 more sites like this one in Southern California by the end of 2026. As expected, the canopy for the Model Y is now available in the United States for $150. The say website is now live for Tesla's Quarter 3 earnings so if you want to submit a question or vote for others, you can do so now.

特斯拉在泰国可能有一些新动作。他们在X（某社交平台）上发布了一则预告，提到了10月18日和717这个数字。可能与7座版的Model Y有关，不过我们在两天后就会知道答案。另外，需要提醒的是，我们之前讨论过的Rove电动汽车充电站现在在加利福尼亚州的圣安娜正式开放了。此外，他们计划在2026年底前在南加州开设10个类似的充电站。正如预期，Model Y的遮阳篷现在在美国上市，售价为150美元。特斯拉第三季度财报的相关网站已经上线，如果你想提交问题或为其他问题投票，现在就可以去进行操作。

The most voted question is Tesla still on track to deliver the more affordable model next year. Second, what is Tesla doing to alleviate long waiting times on service centers? What's going on with a Tesla Roadster and when will Tesla incorporate X and Grok in all of the Tesla vehicles? A question I'll be voting for when will Tesla Insurance be available in Florida or how about an update at all on Tesla Insurance anywhere? Lucid announced today they're doing a cap raise of common stock in all they said for the use for general corporate purposes which may include CapEx and working capital.

票数最高的问题是：特斯拉是否仍计划在明年交付更实惠的车型。其次，特斯拉正在采取什么措施来缓解服务中心的长时间等待？还有，特斯拉Roadster的情况如何，特斯拉何时会在所有车辆中加入X和Grok技术？我会投票的问题是：特斯拉保险何时会在佛罗里达推出，或者提供任何关于特斯拉保险的最新消息？Lucid今天宣布，他们正在通过普通股融资，资金将用于包括资本支出和营运资金在内的一般企业用途。

It's a public offering of over 262.4 million shares of its common stock. Additionally, the Saudi public investment fund has said they intend to purchase 374.7 million shares of common stock from Lucid in a private placement concurrently with the public offering. Just rough math if you take all of those shares about 636 million times $3.25 per share, that's roughly $2 billion for Lucid. We don't know the actual terms of the deal or the share price so that's just a very rough estimate.

这是一项超过2.624亿股普通股的公开发行。此外，沙特公共投资基金表示，他们打算同时通过私下配售从Lucid购买3.747亿股普通股。粗略计算一下，如果将这些股票总计约6.36亿股乘以每股3.25美元，Lucid大约会获得20亿美元。不过，我们还不知道交易的具体条款或股票价格，所以这只是一个非常粗略的估算。

Tesla stock closed the day at $221.33 up 0.8% while the NASDAQ was up 0.28%. It was a low volume day for Tesla trading about 31 million shares below the average the past 30 days. So far, after hours, Lucid is down 11.9%. 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.

特斯拉股票今天以221.33美元收盘，上涨了0.8%，而纳斯达克指数上涨了0.28%。特斯拉的交易量较低，约为3100万股，低于过去30天的平均水平。在盘后交易中，Lucid下跌了11.9%。希望大家有美好的一天。如果你喜欢这个视频，请点赞，你可以通过下面的链接找到我，特别感谢所有支持我的Patreon会员。