Tesla Shuts It Down / Not the FSD Update We Want / The App We All Want Is Coming ⚡️

Welcome to Electrified, it's your host Dylan Loomis, a quick shout out to John O. Thank you for choosing to use my Tesla referral link and congratulations on your new Tesla. That is my tenth and final use for my link this year so I'll be sure to put it back in the description as soon as January 1st next year. Until then though, I do want to check on maybe helping a few of you get a couple of referrals, I have some ideas in mind, I just need to confirm a few things. Stay tuned for that but seriously, to the 10 of you on the screen right now that did use my link, I cannot thank you enough. And a quick shout out to my new or updated patrons, Hans B and Bear L. Thank you for choosing to support the channel.

欢迎来到Electrified节目，我是主持人Dylan Loomis。先向John O.致个谢，感谢你选择使用我的特斯拉推荐链接，祝贺你购入新特斯拉。这是我今年第十次也是最后一次使用这个链接，所以我会在明年1月1日后重新把它放回描述中。在此之前，我想看看是否能帮助其中的一些人获得几个推荐奖励，我有一些想法，只是需要确认一些细节。请继续关注。说真的，现在屏幕上这十位使用我链接的朋友，我对你们的支持感激不尽。还有快速向我的新老赞助者Hans B和Bear L致敬，感谢你们选择支持这个频道。

A very happy Tesla earnings week to everybody out there, they will release their quarter three financials this Wednesday at 5.30 pm Eastern time. Thus no video from me Wednesday this week per the usual, I'll have my takeaways on Thursday. One more reminder, the say website for Tesla questions is live if you want to submit one or vote. There was a time when say questions were somewhat insightful but as Tesla has become a more mainstream company and there's now a wider group of shareholders, let's just say I don't think these questions will be that exciting for our audience.

大家好，祝各位度过一个愉快的特斯拉财报周。本周三东部时间下午5:30，特斯拉将发布他们的第三季度财务报告。因此，根据我的惯例，本周三我不会上传视频，而会在周四分享我的看法。另外再提醒一次，如果你想提交问题或投票，特斯拉的Say网站已经上线。过去，Say上的问题往往颇具洞察力，但随着特斯拉变得更加大众化并拥有更多的股东，我认为这些问题对我们的观众来说可能不会那么有趣。

There was a lot of chatter this weekend about some rumors that the project Uniper, the Model Y refresh was going to enter production in China in November at a very low volume. Tesla Chan said the production will be closed loop which just means the employees cannot have any electronic devices in and around the area. AKA Tesla shutting it down doing everything they can to avoid any leaks. Another Chinese source said the same thing the new model you're concerned about will begin production in November and no electronic devices allowed.

周末有很多关于一个传闻的讨论，提到Uniper项目，也就是Model Y的改款车型，将在11月于中国以非常小的规模开始生产。特斯拉的消息人士表示，生产将采用闭环管理，这意味着员工在生产区域内不能携带任何电子设备。也就是说，特斯拉将尽全力封闭这一过程，以防止信息泄露。另一位中国消息人士也表示，您关心的新车型将在11月开始生产，并且禁止携带电子设备。

One more time to be clear these are all rumors but right now the word is production will initially be about 15 per day. This will be on a separate line where employees are kept away from others that closed loop production similar to what Tesla did for the Model 3 in Project Island. More reason to be cautious though another source said that production of Project Uniper would begin on October 22nd which is Tuesday or tomorrow. This timeline does check out though because the last we heard was that Project Uniper would debut in Quarter 1, 2025 in China and Europe.

请注意，这些消息目前都是传言，不过现在有消息称，初期的产量大约是每天15台。这将是在一个独立的产线进行，员工与其他人隔离，类似于特斯拉在"岛屿项目"中为Model 3所使用的闭环生产。不过，需要谨慎的是，另一消息来源称"尤尼帕项目"的生产将于10月22日开始，也就是星期二或者明天。这一时间安排似乎合理，因为我们最后一次听说"尤尼帕项目"会在2025年第一季度于中国和欧洲推出。

The past few months there have been prototypes out in the wild. There was a leak showing the rear light bar going all the way across the back of the vehicle. And in June this year Elon did say no Model Y refresh is coming out this year. They're also saying the headlights of the new Model Y are expected to be similar to the cybercab. There have been some leaks from some other sources that do show the full light bar on the back as well as this potential new headlight design that would be like the cybercab going all the way across the front of the vehicle. As always on X I personally think Dominic has some of the best Tesla renders and here's what he came up with.

过去几个月里，有一些原型车在公开测试。有消息泄露显示，这款车的尾灯条贯穿整个车尾。而今年六月，埃隆·马斯克曾表示今年不会推出Model Y的新款车型。不过有人说，新款Model Y的前大灯预计会和Cybercab相似。有一些其他来源的消息也显示，这款车的尾灯条覆盖整个车尾，并且前灯设计可能会像Cybercab一样贯穿车辆前部。就像在X平台上一样，我个人认为多米尼克的特斯拉渲染图是最好的之一，这是他设计的样子。

Given the Model Y was the best selling car in the world of any type last year this is obviously a quite impactful refresh for Tesla. I have no doubts they'll get it right and my personal expectation is that this vehicle will begin shipping to the United States sometime toward the middle of next year at the earliest. The timeline for the new Model 3 went as follows in September of 2023 Tesla opened up pre-orders. Actual orders started in the middle of October with some early deliveries taking place at the end of October and then Tesla made that vehicle available for purchase on the configurator in the United States on January 10th earlier this year.

鉴于去年 Model Y 是全球最畅销的车型，这次改款对特斯拉来说显然影响深远。我相信他们会处理得很好。我个人预计这款车最早将在明年年中开始发往美国。至于新款 Model 3，时间线如下：在2023年9月，特斯拉开放了预购；实际订单从10月中旬开始，并在10月底进行了一些早期交付。今年1月10日，特斯拉在美国的配置器上开放了这款车型的购买。

So we'll call it roughly a three month gap from when it launches in China to when it will launch in the United States or about one quarter. However this one could definitely be different because Tesla now has four factories that they have to switch things over at. Shanghai, Berlin, Gigatexis and Fremont all make the Model Y. For the new Model 3 it was only Shanghai and Fremont. With that said though sometime next year in the United States is looking very good for the new Model Y. According to the US patent and trademark office Tesla has filed for both cybercab as well as cyberbus. Both filings were just a few days ago on October 17th.

因此，我们可以粗略地认为，从在中国发布到在美国发布，大约有三个月的时间差，即一个季度左右。不过，这次情况可能会有所不同，因为特斯拉现在有四个工厂需要进行调整。上海、柏林、得州超工厂和弗里蒙特的工厂都生产Model Y。而对于新的Model 3，当时只有上海和弗里蒙特参与生产。 尽管如此，新的Model Y明年在美国上市的前景非常乐观。根据美国专利商标局的记录，特斯拉已申请了"网络出租车"和"网络巴士"的商标。这两项申请是在几天前的10月17日提交的。

Chris from dirty Tesla had a great video example of how Teslas can operate without updated HD maps using vision only. He said a new roundabout was added here and the entire road was moved over. The map data shows no roundabout and that they were driving through the grass. So if you look closely at their navigation arrow you can see that it looks like they're in the middle of nowhere not on a road. Despite that FSD still handled it perfectly. On X Christian was asking if there's any way Tesla's wireless charging would not be inefficient. To which MKBHD said nope wireless charging has a massive heat waste a really noble goal. for something like this would be maybe 75% efficiency. He did later end up getting community noted but it was after the official Tesla account responded saying efficiency is well above 90%. As I said I'm a fan of MKBHD but as I've also said on the channel a few times over the years please remember just because somebody has expertise in one area does not mean it's always going to translate at the same level in other areas. In our social media culture I just think that's a really important point for all of us to keep in mind.

脏特斯拉（Dirty Tesla）的Chris拍了一个很好的视频例子，展示了特斯拉汽车如何在没有更新的高清地图情况下仅靠视觉操作。他提到这里新增了一个环岛，并且整个道路都被移到了其他地方。地图数据中没有显示这个环岛，他们看上去像是开在草地上。所以如果你仔细观察他们的导航箭头，会看到它们似乎在荒野中而不是在路上。尽管如此，全自动驾驶（FSD）仍然完美地处理了这一情况。 在X平台上，Christian问有没有办法让特斯拉的无线充电不那么低效。对此，MKBHD表示没有，无线充电会浪费大量热量，这是一个非常高尚的目标，但这样的技术可能只有75%的效率。他后来被社区更正，不过这是在特斯拉官方账号回应说效率远高于90%之后的事。 正如我所说，我是MKBHD的粉丝，但我在频道上也提过几次，请记住，一个人在某个领域有专长，并不意味着在其他领域也能同样出色。在我们的社交媒体文化中，我认为这是我们每个人都需要记住的重要一点。

Elon added there is no meaningful efficiency difference between inductive and conductive charging if the system is designed right. There's always an inductor somewhere in the charge circuit. As a heads up the SAE does have a standard for wireless EV charging now is Tesla going to use this is still a fair question but it's SAE J2954 and it paves the way for EV charging without a plug and enables alignment for manual and autonomous parking. This is why I think it's fair for MKBHD to be getting dunked on a bit here because a simple search he would have found this. Tests using a 10 inch ground clearance have shown WPT systems operate at grid to battery efficiencies of up to 94%. WPT meaning wireless power transfer but we also know that historically Tesla doesn't really use the standard they actually set the standard. Plus as we talked about Wiferyon was touting efficiencies around 93% years ago so I'm sure Tesla in partnership with their engineers would come up with something even better.

埃隆提到，如果系统设计得当，感应充电和传导充电之间没有显著的效率差异。在充电电路中，总会有一个电感元件。提醒一下，SAE（美国汽车工程协会）现在确实有一个针对无线电动车充电的标准，即SAE J2954，这为无需插头的电动车充电铺平了道路，并支持手动和自动泊车时的对准。因此，我认为MKBHD 在这个场合受到一些批评是合理的，因为只要简单搜索一下，他就能找到这些信息。测试表明，在10英寸离地间隙的情况下，无线电能传输（WPT）系统的电网到电池效率可以高达94%。尽管如此，我们也知道特斯拉历来并不严格采用现有标准，它们通常会自创标准。此外，正如我们所讨论的那样，多年前Witricity已经吹嘘其效率达到93%左右，因此我相信特斯拉与其工程师合作可能会推出更好的解决方案。

Dara the CEO of Uber gave an interview with Hardfork on YouTube but one part that hasn't been shared widely in my opinion is one of the most important takeaways. We sucked at hardware right we tried to apply software principles to hardware it doesn't work hardware is a different praise different demand in terms of perfection etc and ultimately that fork do we go vertical and there are very few companies that can do software and hardware well Apple Tesla are arguably one of the few in the world. I just think that's an awesome filter to keep in mind as you think about other companies can they do hardware and software at an elite level if not that means they'll likely be outsourcing something which means giving up margins or bringing an inferior product to market. I don't want to play too much of the video because this channel may bring some copyright issues but as Sawyer shared Dara responded to one of these interviewers who said I don't want to get into an autonomous Tesla in the next five years to which Dara said FSD is getting pretty good have you used it recently it's really good Elon has accomplished the unimaginable many times I would not bet against him if you want to hear Dara talk more about Uber's partnership with Waymo it was a pretty interesting listen I'll have the full video linked below Tesla app updates decompiled the latest Tesla app version and they're saying that a Tesla watch app is finally being worked on which means in the weeks and months ahead a native Tesla watch app may finally be rolling out not only that but banish is being worked on down to the details of where it parked and updates while looking for parking Apple watch owners will certainly be rejoicing over this one.

Uber的CEO达拉在YouTube上的Hardfork频道接受了一次采访，其中有一个部分是非常重要的收获，但我觉得它并没有被广泛分享。达拉提到，在硬件方面我们做得不好，我们试图将软件的原则应用到硬件上，但这并不起作用。硬件的要求不同，比如在完美度上的要求不同。最终，我们必须决定是否垂直整合，而能够同时擅长软硬件的公司是非常少的，比如苹果和特斯拉，大概是全球少数的几个。我认为这是一个很好的标准来判断其他公司是否能在软硬件方面达到顶尖水准。如果不能，意味着他们可能会外包一些东西，这意味着要么放弃利润，要么推出一个较差的产品。因为版权问题，我不想过多播放这个视频，但Sawyer分享了一段达拉的回应。一位采访者表示，五年内他不愿意坐进无人驾驶的特斯拉，达拉回应说，自主驾驶技术现在非常不错，你最近用过吗？真的很棒。埃隆已经不止一次地实现了令人难以置信的目标，我不会去赌他会失败。如果你想听达拉更多地谈论Uber与Waymo的合作，这也是一次颇有趣的采访，我会把完整视频的链接放在下面。最近，特斯拉应用程序更新被反编译，显示特斯拉手表应用正在开发中，这意味着在接下来的几周和几个月里，原生的特斯拉手表应用可能会推出。不仅如此，应用正在开发到详细记录停车位置和寻找停车位时的更新，苹果手表的用户一定会对此感到高兴。

Just in case you hear the argument that EVs are being subsidized way too much the EU's five biggest members spend about 45 billion dollars every year subsidizing fossil fuel company cars we know company cars make up about 60 percent of car sales in Europe the four main culprits of this stat Italy Germany France and Poland in that order these company car drivers on average receive an annual tax benefit of 6800 euros up to 21,600 euros for high polluting larger models the director at a fleet company said this is completely illogical and completely unacceptable that we're still pouring billions of taxpayer money into a technology that's completely contradictory to the European Commission's green transition agenda.

以防您听到有人说电动车补贴过多，可以看看以下情况：欧盟五个最大的成员国每年大约花费450亿美元补贴化石燃料公司用车。我们知道，公司用车占欧洲汽车销量的60%。在这些国家中，意大利、德国、法国和波兰是主要的“罪魁祸首”。这些公司的司机平均每年获得6800欧元的税收优惠，而排放污染较大的大型车型可以获得高达21600欧元的补贴。一家车队公司的负责人表示，这种做法完全不合逻辑，也完全不能接受。我们仍然将数十亿纳税人的钱投入到一种与欧盟绿色转型议程完全矛盾的技术中，这显然是不合理的。

It really is data points like this that cause people like me to say that it's oftentimes just politicians of virtue signaling when they talk about caring about the climate because more often than not their actions speak a lot louder than their words as Elon astutely says if you're going to take away subsidies for EVs then we better be taking them away for gas cars as well if you like Tesla Easter. eggs you'll most likely love this one Joe Tettmeyer shared a photo of gigatexis and specifically the top of one of the new flags on one of the gold balls on the top of the flagpole is the Tesla hedgehog engraved and it says hi Joe Tesla did something like this before for Sandy Monroe putting high sandy on the Cybertruck PCB Tesla acknowledging its community members like this is pretty awesome.

这样的数据点使得像我这样的人认为，很多时候政客们在谈论关心气候时，只是在进行道德表态，因为他们的行动往往比言语更有力。正如埃隆·马斯克敏锐指出的，如果你要取消对电动车的补贴，那么我们也应该取消对燃油车的补贴。如果你喜欢特斯拉的彩蛋，你可能会喜欢这个。乔·泰特迈尔分享了一张照片，展示了德州超级工厂的一个新旗帜顶部金球上的特斯拉刺猬雕刻，上面写着“嗨，乔”。特斯拉以前也做过类似的事情，比如在Cybertruck电路板上刻上“嗨，Sandy”来致敬Sandy Monroe。特斯拉对其社区成员的这种认可确实很棒。

Here is Tesla's IR compiled survey for quarter three financials just a few numbers to keep in mind for Wednesday gross margin is at 16.9 percent the expectation for operating margin is 7.5 percent the net income expectations are right around 1.7 billion dollars and the non-gap earnings per share expectations are 60 cents per share on ex Elon shared a post the Model Y will be the best seller in Europe for the month of September taking the top spot in monthly sales for the second time this year as Alex later clarified it is the best seller of all vehicles in Europe.

以下是特斯拉第三季度财务调查的简要结果，需要记住几个关键数字，供周三参考：毛利率为16.9%，营业利润率预计为7.5%，预计净收入约为17亿美元，非公认会计准则下每股收益预计为60美分。此外，埃隆分享了一则信息，Model Y将在9月份成为欧洲最畅销车型，这也是今年第二次在月度销售中获得第一名。正如亚历克斯后来澄清的，它在所有车型中都是欧洲的销量冠军。

Just so you guys know I do always fact check any ex post that I end up sharing so in this case that data is coming from automotive news Europe in a recent interview Peter Rawlinson said that technical people are significantly underestimating how hard it is to reach full autonomy in urban scenarios. He said it's like refining gold to 99.9999 the first few nines are easy but it's that last 0.01 percent. I can't see it really happening until the 2030s naturally a lot of Tesla fans were giving Peter a hard time about this comment but the truth is outside of our Tesla bubble this is the expectation if not longer for true autonomy for most people.

为了让大家了解一下，我分享的每个帖子都会经过事实核查。这次的内容来自《欧洲汽车新闻》。在最近一次采访中，Peter Rawlinson表示，技术人员非常低估了在城市环境中实现完全自动驾驶的难度。他说，这就像将黄金提纯到99.9999，前几个9很容易做到，但最后的0.01%非常困难。他认为直到2030年代这种技术才可能实现。很多特斯拉粉丝对Peter的评论表示不满，但实际上，除了特斯拉粉丝圈子，大多数人对实现真正自动驾驶的期望，甚至更长远。

At one of Elon's recent town halls this college student asked him why Tesla has not yet bought Rivian and Elon had a fairly ominous response well I wish them I wish for me in the best I hope they do well they it I mean the car industry is a very difficult industry you know there's there's only two car companies US car companies that haven't gone bankrupt and that's Ford and Tesla and Rivian's gonna have a hard time they if they they like it's just insanely difficult to compete in the car industry so that is a hard problem.

在最近一次埃隆的市民大会上，一名大学生问他，为什么特斯拉还没有收购Rivian。埃隆的回答颇具深意：我希望他们好，也希望我自己好。我希望他们成功。汽车行业是一个非常困难的行业，美国只有两家汽车公司没有破产，那就是福特和特斯拉。而对于Rivian来说，他们将面临艰难的考验。因为，在汽车行业中竞争实在是非常艰难，这是一个很难解决的问题。

I have to say in fact if we're not for not just one but two technology discontinuities one being electrification and the other being autonomy I think Tesla could not succeed without solving both not just one but both so we've known Rivian was going to have a hard time with its cash burn over the past few years but a good reminder that from a long-term perspective I'm talking 10 20 years it's super critical to be asking what each company's autonomous plans actually are Ford has updated the Mach-E for the 2025 model year there are conflicting reports out there but the new starting price should be between 36 and 39 thousand dollars down a few thousand dollars from the prior model the new version should hit dealerships sometime early 2025.

事实上，我必须说，如果不是因为两个科技变革，一个是电气化，另一个是自动驾驶，我认为特斯拉不会成功，因为它必须同时解决这两个问题，而不仅仅是其中一个。我们一直都知道，Rivian在过去几年中因为资金消耗问题会面临困难。但从长期来看，比如10到20年的视角，了解到每家公司在自动驾驶方面的计划实际上是什么，是非常重要的。福特已经更新了Mach-E，预计2025年款车型将推出。尽管有不同的报道，但是新车型的起价应该在36,000到39,000美元之间，较之前的车型便宜了几千美元。新版预计将在2025年初进入经销商。

The new version gets a heat pump as standard equipment there's more interior space up front there's some new styling for the sport package and blue cruise 1.5 which will now have automatic lane changes however internal testing shows blue cruise 1.5 automates up to 45 percent of driver initiated lane changes on a typical drive we'll see how this data point plays out in the real world but just a reminder that we are spoiled with Tesla with a Mach-E

新版本车型标配了热泵，前排内部空间增大，运动套件有了一些新的外观设计，并且配备了蓝色巡航1.5系统，该系统现在可以自动变道。然而，内部测试显示，在典型的驾驶过程中，蓝色巡航1.5只能自动完成多达45%的驾驶员发起的变道。我们会看看这个数据在现实世界中会如何表现，不过提醒一下，我们在使用特斯拉或Mach-E时已经很享受了。

there are some new connectivity options like a Wi-Fi hotspot 5g some apps like YouTube and better navigation with things like the EV trip planner but if I was a Ford customer I'd be a bit bummed as this new vehicle still will not have a native NEX port the word is that Ford is now waiting until model year 2026 to go all in on NEX a production company for Blade Runner 2049 which is a movie that came out back in 2017 has sued Tesla alleging that they fed images from that movie into an AI image generator to create unlicensed promotional materials

有一些新的连接选项，比如Wi-Fi热点和5G，还有像YouTube这样的应用程序，以及更好的导航功能，比如电动车旅行规划器。但是，如果我是福特的顾客，我会有点失望，因为这款新车仍然没有原生的NEX接口。据说福特现在计划等到2026年款车型才全面采用NEX。制作《银翼杀手2049》这部在2017年上映的电影的公司起诉了特斯拉，声称特斯拉将该电影的图像输入到AI图像生成器中，用来创建未经授权的宣传材料。

the group is alcon entertainment but listen to these statements the producer says it does not want Blade Runner to be affiliated with Elon because of his extreme political and social views pointing to ongoing efforts with potential partners for an upcoming TV series Warner Brothers Discovery or WBD is also named in the lawsuit as they allegedly helped facilitate this partnership according to the complaint Elon communicated to WBD that he wanted to associate the Robotaxi with the film he asked the company for permission to use a still directly from the movie which prompted an employee to send an emergency request for clearance but the producer refused

这个小组是Alcon娱乐公司，但听听这些说法：制片人表示他们不希望《银翼杀手》与Elon有任何关联，原因是他极端的政治和社会观点。他们正在与潜在合作伙伴合作，计划推出一个新剧集。华纳兄弟探索公司（WBD）也在这起诉讼中被提及，据投诉称，他们涉嫌帮助促成了这一合作。Elon向WBD表示，他希望将Robotaxi与这部电影联系起来，并请求公司允许使用电影中的一个画面。这一请求引发了一名员工紧急申请授权，但被制片人拒绝了。

allegedly leading to the creation of the AI image alcon seeks unspecified damages as well as a court order barring Tesla from further distributing the disputed promotional materials I went back to the stream and tried to find an image that was based on this image from the movie but I couldn't find anything this however is reportedly the scene in question of course this is likely to turn out as a nothing burger for Tesla but I think it's a very important point for our AI future content licensing and rights and specifically what data what videos what work can actually be fed into these neural nets for training at some point is going to make its way under a microscope because more lawsuits like this will come about meaning I think it's important to watch how the first few play out

据称，这导致了AI图像的创建。Alcon公司寻求未指明金额的赔偿，并希望法院下令禁止特斯拉进一步传播有争议的宣传材料。我回到视频流中，试图找到一个基于电影中这一图像的画面，但没有找到。然而，据报道，这是相关的场景。当然，这对特斯拉来说可能最终不会有什么实质性的影响，但我认为这对于我们AI未来的内容许可和版权是一个非常重要的点，尤其是关于哪些数据、视频和作品可以用于神经网络的训练。随着更多类似的诉讼出现，这些问题迟早会被深入审视。因此，我认为密切关注最初几起案件的发展非常重要。

some changes have been made on the Tesla configurator for the Cybertruck and specifically for the range extender the estimated cost is still $16,000 but they're saying increase of range up to 445 plus miles this for the all-wheel drive version on the base wheels when before they set up to 470 miles and just for proof here's that screenshot for confirmation the expectation was also that deliveries would begin early 2025 now they're saying mid 2025 if you bump up to the cyber wheels on the all-wheel drive it says 430 plus miles the cyber beast on the base wheels is 440 plus and the cyber beast with the cyber wheels is 415 plus miles of estimated range a Tesla executive who recently left the company said a crucial decision on rules governing how Tesla's FSD would work in Britain and European roads has been delayed possibly until as late as 2028

特斯拉的Cybertruck配置器经过了一些更改，特别是在增加续航选项上，预计费用仍为16,000美元。他们表示，全轮驱动版本的基础轮胎续航里程可增加到445英里以上，而之前估计是470英里。这里有截图作为确认。最初预计交付会在2025年初开始，但现在他们说要推迟到2025年中。如果选择Cyber轮胎，全轮驱动版本的续航是430英里以上。Cyber Beast版本在基础轮胎上的续航是440英里以上，配备Cyber轮胎的续航则为415英里以上。一位最近离职的特斯拉高管表示，有关特斯拉FSD在英国和欧洲公路上运行的规则的关键决定被推迟了，可能要到2028年才会有结果。

this statement coming from Mark van imp he worked for Tesla for over eight years in total most recently as the global vehicle automation and safety policy lead for the past two months though he's been working at SpaceX he clarified driver assistance features in the UK and European Union are governed by regulations imposed by the United Nations Economic Commission for Europe UNECE which does include Britain and its members the UNECE recently adopted a stripped down version of the rules aimed at more basic maneuvers like automatic lane changes wider ranging rules that would have allowed FSD systems to travel around busy cities are now not expected for several years sadly the decision was made to delay some of these capabilities for urban environments possibly until 2028 but a silver lining some car companies have sought individual exceptions to the UNECE rules to allow new technology

马可·范·因普发表声明称，他总共在特斯拉工作了八年之久，最近两个月担任全球车辆自动化和安全政策负责人。而现在他在SpaceX工作。他澄清说，英国和欧盟地区的驾驶辅助功能受联合国欧洲经济委员会（UNECE）制定的法规管控，其中也包括英国。UNECE最近采纳了一个简化版规则，旨在实现一些基本操作，例如自动变道。然而，原本允许完全自动驾驶系统在繁忙城市中行驶的更广泛规则，现在预计将在几年后才能出台。遗憾的是，这些用于城市环境的一些功能会被推迟，可能要等到2028年。但令人欣慰的是，一些汽车公司已经在寻求个别宽限，以允许使用新技术绕过UNECE的规定。

these comments do verify that report we got from keys a few weeks back over the weekend car news china is reporting that tesla's FSD is facing slower than expected regulatory approval in china sources have indicated the deployment may not progress as swiftly as the company had initially thought the progress of the rollout won't likely match the timeline the company had envisioned this will likely result in the timetable for launching FSD in china being delayed again the source added the Chinese government is open to allowing tesla to test certain features of FSD supervised in select cities as long as all current laws and regulations are strictly followed they also said tesla has sought approval to access certain non sensitive video data to aid in system training the data will be rigorously reviewed by the relevant authorities

这些评论确实验证了我们几周前从Keys收到的报告。就在上周末，中国汽车新闻报道，特斯拉的全自动驾驶（FSD）在中国的监管审批速度比预期慢。消息来源指出，部署进展可能不会像公司最初想的那么迅速。推广进度可能无法达到公司设想的时间表，这可能导致在中国推出FSD的时间表再次延迟。消息来源补充说，中国政府愿意允许特斯拉在某些城市，在严格遵守现行法律法规的前提下，测试FSD的某些功能。消息还称，特斯拉已申请访问某些非敏感视频数据，以帮助进行系统训练，这些数据将由相关机构严格审查。

remember this will be key how this plays out will tesla be able to use all of the video footage from chinese vehicles to train the neural nets and further will tesla need a supercomputer setup in china or will elon be able to figure out a workaround to send that data back to the other supercomputers they already have going back to tesla's ai roadmap they said for quarter one of next year FSD in europe and china but they said pending regulatory approval so based on both of these updates i would say that's thrown a bit further into doubt drive tesla canada has reported that tesla increased the price for the documentation and destination fees in canada the sexy lineup was one thousand eight hundred and eighty dollars now it's two thousand five hundred up about thirty three percent the fees for the cyber truck are currently two thousand seven hundred and fifty dollars this is likely a result of those new tariffs for evs coming from china and even though tesla can shift to importing vehicles from the u.s they still face higher costs add that to some other recent changes with other incentives the model three and why can be up to nine thousand dollars more expensive than they were a few weeks ago apparently it's not all great

记住这将是关键：特斯拉能否使用所有来自中国车辆的视频素材来训练神经网络？此外，特斯拉是否需要在中国建立一个超级计算机系统，还是埃隆·马斯克能够找到一种方法，将这些数据传回他们已经拥有的其他超级计算机？根据特斯拉的人工智能路线图，他们表示明年第一季度将在欧洲和中国推出完全自动驾驶（FSD），但需要获得监管批准。因此，根据这两方面的更新，我认为这一计划可能会面临更多的不确定性。 加拿大的"Drive Tesla"网站报道，特斯拉在加拿大增加了文件和目的地费用，原来SEXY车系是1,880加元，现在增加到2,500加元，上涨了大约33%。赛博卡车的费用目前是2,750加元。这可能是因为来自中国的电动汽车新关税的结果。尽管特斯拉可以转向从美国进口车辆，但成本仍然较高。再加上一些最近其他激励政策的变动，Model 3和Model Y的价格比几周前高出了多达9,000加元。因此，情况并不全是乐观的。

for different police departments across the country that are trying out tesla vehicles for their fleets some departments across california are saying they're too cramped too hard to charge and too expensive to upfit with necessary equipment in menlo park officers found three model wise to be nearly unusable as squad cars because the seats can't accommodate their duty belts and bulletproof vests officers appreciated the acceleration steering and vehicle speed but the tesla presented challenges due to the small interior space smart car features and the low vehicle profile limiting maneuverability the report concluded that teslas do not appear to be the patrol cars of the future in their current configuration the police chief in fort bragg said he ordered five ford f one fifty lightnings which he said are easier to have repaired can traverse a wider range of terrain and offer more equipment storage options

全国各地的不同警察部门正在尝试将特斯拉车辆纳入他们的车队，但一些加州的部门表示，这些车内部空间太小，充电困难，而且改装成警用车辆成本太高。在门洛帕克，警员们发现三辆Model Y几乎无法用作巡逻车，因为座椅无法容纳他们的装备腰带和防弹背心。警员们对特斯拉的加速、转向和速度表示赞赏，但由于车内空间狭小、智能配置复杂和车辆底盘低，限制了其机动性，特斯拉带来了挑战。报告得出结论，按照目前的设计，特斯拉似乎并不是未来的理想巡逻车。福布拉格的警察局长表示，他订购了五辆福特F-150 Lightning，因为他说这款车更容易维修，可以走更广泛的地形，并提供更多的装备储存选项。

Some cyber truck owners are getting fsd 12 dot 5 dot 5 dot 2 this on branch 2024 dot 33 dot 15 both the buyer and loyalty benefits for the tesla referral program in the united states have been dropped from one thousand dollars to 500 and tesla is now offering zero percent apr financing for the model three and the model y in the us and you do not need to buy fsd to get that offer going to the configurator they have zero percent apr or zero dollars due at signing fyi if you go to check this out and you choose the promotion and you see the apr is 0.99 that's because the zero percent requires a minimum down payment of 20 percent

有些赛博卡车车主正在获取FSD 12.5.5.2版本，该版本属于2024.33.15分支。在美国，特斯拉推荐计划的买家和忠诚度奖励从1000美元降到了500美元。此外，特斯拉现在为Model 3和Model Y提供零利率融资，你不需要购买FSD就能享受此优惠。在配置器里，他们提供零利率或签约时零美元支付。请注意，如果你查看此优惠并选择后看到利率是0.99%，那是因为零利率需要最低20%的首付款。

tesla has clearly found a demand lever that they really like as they've deployed something similar over in china tesla stock closed the day at two hundred eighteen dollars and eighty five cents down point eight four percent while the nasdaq was up point to seven percent very low volume day for tesla trading about thirty eight million shares below the average volume the past thirty days on ex galli said my conviction in the long-term potential of tesla has never been higher to which i said that makes do of us more importantly though elon responded saying i agree hope you guys have a wonderful day

特斯拉显然找到了一个他们非常喜欢的需求杠杆，因为他们在中国也采取了类似的策略。特斯拉股票当天收盘价为218.85美元，下跌了0.84%，而纳斯达克指数上涨了0.27%。对于特斯拉来说，这是一个非常低成交量的交易日，总共约有3800万股成交，低于过去30天的平均成交量。Ex Galli说，我对特斯拉长期潜力的信心从未如此坚定，我回应说，那也包括我。更重要的是，埃隆也回应说，我同意。希望大家有一个美好的一天。

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

如果你喜欢这个视频，请点赞。你可以在下面的链接中找到我，非常感谢所有的Patreon支持者。