"It's Impossible" / A Long Awaited Tesla Update / Autonomous Race Heats Up ⚡️

Welcome to Electrified, it's your host Dylan Loomis. If you like taking your Tesla to the track, you're in luck as one of the latest software updates has a new powertrain endurance option with settings, standard, increased, and maximum. Previously with track mode, there would be great performance, but it was for short periods of time as some of the components would heat up and that degrades the performance. Now Tesla is giving customers the option to control how the thermal management works. Standard will leave the performance as it was before, and maximum is the highest cooling setting so you may have slightly degraded performance, but you'll have that performance over a longer period of time. For now, this is only for vehicles with track mode version 3 with update 2024.38.4 and later, aka only the new 2024 Model 3 performance.

欢迎来到 "Electrified"，我是你的主持人Dylan Loomis。如果你喜欢把特斯拉开到赛道上，那你很幸运，因为最近的软件更新中提供了一项新的动力系统耐久性选项，包含标准、增强和最高设置。之前在赛道模式下，车子的性能表现很好，但只能持续短时间，因为一些组件会过热，导致性能下降。现在，特斯拉给客户提供了选择如何管理热量控制的选项。标准设置将保持之前的性能，最高设置则提供最强的冷却能力，这样你可能会略微牺牲性能，但能在更长时间内保持这种状态。目前，这仅适用于搭载赛道模式3版本，并更新到2024.38.4及更高版本的软件的车辆，也就是说，只适用于2024款的新Model 3性能版。

The Model X doesn't even have track mode yet, but the word is, they're working on it. The Model Y performance and the Model S plaid have not yet received this feature. You may remember back in February of this year, Drew Baglino said, Century Mode power consumption needs improvement. The team is working to reduce by around 40% in a Q2 software update. As we now know, that deadline was missed. But it may be time to get your hopes up once again as Tesla rolled out a new software update aimed at significantly reducing Century Mode's energy consumption. However, for now, it's only for the Cybertruck and was only spotted on vehicles in Mexico. For what it's worth, this update was on software branch 2024.38.4, but the Model Y vehicles that have received this update do not have Century Mode improvements.

Model X 目前还没有赛道模式，不过，据说他们正在开发这项功能。Model Y 性能版和 Model S Plaid 目前也没有这个功能。今年二月，Drew Baglino 曾说，哨兵模式的能耗需要改善，团队计划在第二季度的软件更新中降低大约 40%。然而，这个期限已经错过。不过，你也许可以再次对这项功能抱有期待，因为特斯拉推出了一项新的软件更新，目标是显著降低哨兵模式的能耗。然而，目前这项更新只针对 Cybertruck，并且仅在墨西哥的车辆上被发现。值得注意的是，这次更新是属于软件分支 2024.38.4，不过收到这次更新的 Model Y 车辆并未有哨兵模式的改进。

Generally speaking, I would expect an improvement like this to trickle down to the rest of the fleet over time so fingers crossed that happens in the weeks ahead. However, to keep expectations in check, there is a chance that the different architecture of the Cybertruck gives them a different work around and it may be a bit longer for them to figure it out for the rest of the fleet. I'm not sure if the significant energy consumption is because Century runs through the FSD computer that requires it to be on all the time. But I can tell you, when we evacuated for the hurricane, I was watching the Century Mode energy drain closely because I was expecting many of the superchargers on our way back to be down. And given that our car was in a parking garage, it would have been nice to have Century Mode on and not have to worry about how much battery it was going to use up.

总的来说，我希望这种改进能够随着时间的推移慢慢应用到其他车辆上，所以希望在接下来的几周里能实现这一目标。然而，为了保持期望值不过高，需要注意的是，Cybertruck可能由于不同的架构需要采取不同的解决方案，这可能意味着他们需要更长的时间来解决其他车辆的问题。在耗电方面，我不确定是不是因为Century模式需要全程依靠FSD计算机，所以一直耗电。但我可以告诉你，当我们因飓风撤离时，我特别关注Century模式下的能源消耗，因为我预计我们返回时途中许多超级充电站可能无法使用。而且由于我们的车停在地下车库，如果能在Century模式下不用担心电量消耗会是件很不错的事。

This would be such a welcome update for the entirety of the fleet, so hopefully this provides at least a bit of encouragement for now. Replying to Tesla Chan posting a video about Tesla's safety, Lars said safety is and always will be our top priority. First comes our autopilot safety features that are always active in every Tesla, whether you're an FSD or not. The goal is to prevent crashes, but if the worst occurs, you'll be protected by the best passive safety cars on the planet. Then Doge Army General said my buddy and his teen daughter were hit by a drunk driver head on and they both walked away completely unharmed. Thank you Lars, they've already ordered their next Tesla. To which Lars said, wow, so glad everyone is safe, honestly, warms my heart truly.

这将是对整个车队的一次非常受欢迎的更新，因此希望这至少能给大家带来一点鼓励。在回复Tesla Chan发布的一段关于特斯拉安全性的视频时，Lars表示，安全是我们现在和永远的首要任务。我们的自动驾驶安全功能在每辆特斯拉上都是始终激活的，无论你是否使用完全自动驾驶功能。我们的目标是防止事故发生，但如果最坏的情况发生，你将受到全球最佳被动安全汽车的保护。随后猫狗军团的将军说，我的朋友和他的青少年女儿被一名醉驾司机迎头撞上，但他们都毫发无损地走了出来。谢谢你，Lars，他们已经订购了他们的下一辆特斯拉。Lars回答说，哇，真的很高兴大家都安全无恙，真心让我感到欣慰。

When I get customer testimonials like this, I print them out and post them around the office and labs, so we remember our motivation, save lives. I also saw this post today from Michael, he said nightmare scenario, someone ran a red light, I had my one year old daughter in the back and he t-boned them. Crawled into the back seat and pulled my crying baby out, thank God she seems okay, I was so scared, there's nothing else like Tesla safety, I'm so grateful. You may have seen a bunch of headlines about a Tesla losing over $100,000 from depreciation in just two years, unfortunately that all stemmed from this post from Kyle Connor.

当我收到这样的客户反馈时，我会打印出来，并贴在办公室和实验室周围，以提醒我们工作的动力——拯救生命。我今天还看到了Michael的帖子，他说这是一个噩梦般的场景：有人闯红灯，我一岁的女儿坐在车后面，对方的车撞到了他们侧面。我爬到后座把哭泣的宝宝救出来，感谢上帝，她看起来没事。我非常害怕，没有什么能比Tesla的安全性能更令人安心，我非常感激。你可能见过一些关于Tesla因折旧在两年内损失超过10万美元的新闻报道，不幸的是，这一切都源于Kyle Connor的一个帖子。

Basically he bought his Model S plaid at the peak or the all time high pricing, we'll call it $141,000. Currently his trade in value from Tesla is just over $46,000. As we've talked about before, there were plenty of Tesla sales that were much higher roughly two years ago thanks to a lot of supply chain shortages and a supply demand imbalance, which set up a perfect storm for depreciation for Tesla over the past two years, but that's really more of a normalization than something that people need to worry about going forward. The reason this is such a problem is because much of the public now thinks Teslas just don't last very long and they fall apart and need new battery packs a few years into ownership, but a majority of the depreciation we're seeing is really just from the new car pricing coming down so far, don't forget a Model S plaid right now is under $90,000.

基本上，他在价格高峰期或历史最高价时购买了他的Model S Plaid，我们可以说是$141,000。目前，特斯拉给出的回购价仅略高于$46,000。正如我们之前谈到的，大约两年前，由于供应链短缺和供需失衡，特斯拉的售价曾普遍偏高。这种情况在过去两年里导致了特斯拉的贬值，但实际上这更像是价格的正常化，而不是未来需要担心的事情。问题的根源在于，许多人现在误以为特斯拉车不耐用，几年后就会出现故障，需要更换电池组。但实际上，我们看到的多数贬值只是因为新车价格大幅下降，不要忘记现在一辆Model S Plaid的价格已低于$90,000。

It's literally about $50,000 cheaper for a new vehicle than it was just two years ago. Just remember if it comes up in conversation, a majority of this depreciation should already be in the past and that was actually caused by supply chain anomalies. Tesla is much closer now to the lower bound range of its pricing for its current vehicle fleet so the depreciation for the next two years should be significantly less. And the Joker or the wildcard will always be FSD. Dana Chandler shared a video that should serve as a good video reminder to stay vigilant with FSD. Dear Dear Dear Dear Dear Dear Dear Dear Oh boy, move it. If you watch it back slowly you can see FSD really didn't start to break at all. It wasn't until she intervened where you can see the speed go down. She did say she thought FSD was going to slow down but at least based on the video I'm not so sure.

新车的价格比两年前便宜了大约5万美元。记住，如果在谈话中提到这个话题，大多数的贬值应该已经过去，并且这实际上是由供应链异常造成的。特斯拉现在的价格已经接近其现有车队的最低范围，因此未来两年的贬值应该会明显减少。而关键变量将一直是完全自动驾驶（FSD）。Dana Chandler分享了一个视频，应该有助于提醒大家对FSD保持警惕。视频中，FSD实际上并没有开始减速，直到她进行了干预后速度才下降。她说她认为FSD会减速，但根据视频，我对此不太确定。

China is now telling automakers to halt big investment in European countries that support extra tariffs on Chinese built EVs. This as those new European Union tariffs up to 45.3% went into effect today. 10 EU members including France, Poland and Italy supported tariffs in a vote this month. Five members including Germany opposed them and 12 abstained. At least a few of the automakers that were talked to, BYD, SAIC and GILI. Additionally, several foreign automakers also attended the meeting where the participants were told to be prudent about their investments in countries that abstained from voting and were encouraged to invest in those that voted against the tariffs. Thus, only countries that voted against have green lights for these Chinese and some foreign automakers to continue with big investments in their countries. The only countries that we have that have been made public of those five are Germany and Hungary. The rest are not public. As a reminder, Tesla's new tariff rate is 7.8% the lowest one but that is in addition to the previous 10% tariff. Whereas BYD's new tariff rate for the European market is 17%. The EU is however deciding to send officials to Beijing to hold more talks aimed at finding an alternative to these tariffs. So there may be some momentum in these negotiations but nothing yet.

中国目前告知汽车制造商停止在支持对中国电动车加征额外关税的欧洲国家进行大规模投资。新的欧盟关税最高达45.3%，已于今天生效。包括法国、波兰和意大利在内的10个欧盟成员国在本月的投票中支持关税，而包括德国在内的五个成员国反对，还有12个国家投了弃权票。据了解，部分被接触的汽车制造商包括比亚迪、上汽和吉利。此外，几家外国汽车制造商也参加了相关会议，会上建议他们在对关税投弃权票的国家投资时要谨慎，并鼓励在投反对票的国家进行投资。因此，只有投反对票的国家才被允许中国和一些外国汽车制造商继续在这些国家进行大规模投资。目前已公开的五个国家中，德国和匈牙利在反对关税国家之列，而其他的国家尚未公开。需要提醒的是，特斯拉的新关税税率为7.8%，是最低的，但这是在此前10%关税基础上的增量。而比亚迪在欧洲市场的新关税税率为17%。欧盟正在决定派官员到北京进行更多的谈判，以期寻找这些关税的替代方案，因此谈判也许会有所进展，但目前尚无定论。

Jeremy boring the co-founder of the Daily Wire had an interesting take on FSD. He said if you haven't been behind the wheel of a Tesla with FSD, you may not be aware that the world has completely changed. If you have a child under 5, there's a strong chance they will never learn to drive. He said unless government smothers this project, the future will not involve human drivers and the change will happen much, much faster than most people imagine. Tesla drivers will simply not be driving at all 36 months from now. Which yes is a controversial statement but he said on the regulatory front, Elon has concluded that the next 3-4 years will be the most important of his life from a regulatory point of view. The future of humanity genuinely hangs in the balance, not in the sense that humans will cease to exist if bad policy wins the day but that the kind of life humans are allowed to live will be fundamentally impacted. Talking about his missions like free speech, landing people on Mars, autonomous vehicles, AI and robotics and the list goes on. In the past Elon has said government agencies absolutely have a place for regulations. He's called for regulations for AI in specific things. But as we know he's also been very vocal about there being far too many regulations in certain areas and that serious reform is desperately needed. It's probably the least exciting thing we'll talk about on the channel but the point I really wanted to make was that the regulatory environment and how that plays out over the next 4 years really is going to shape the speed at which Tesla and the rest of Elon's companies can actually accomplish their missions.

《每日连线》的联合创始人杰里米·博林对全自动驾驶（FSD）有一番有趣的见解。他表示，如果你还没有驾驶过配备FSD功能的特斯拉，你可能不知道这个世界已经完全变了。如果你有一个5岁以下的孩子，很有可能他们一辈子都不会学开车。他说，除非政府扼杀这个项目，否则未来将不会再有人工驾驶，而且这一变化会比大多数人想象的快得多。36个月后，特斯拉司机将彻底告别驾驶。虽然这的确是一个有争议的观点，但他说，从法规的角度来看，埃隆（马斯克）认为未来的3到4年将是他一生中最重要的时期。人类的未来真正岌岌可危，并不是说如果不好的政策占上风人类将不复存在，而是人类将可以过上怎样的生活将受到根本影响。他谈到自己的使命，如言论自由、将人类送上火星、自动驾驶、人工智能和机器人等。过去，埃隆曾表示政府机构在监管方面是有其地位的。他也呼吁对人工智能的某些方面进行监管。但我们也知道，他在某些领域对过多的监管持非常坚决的反对态度并认为迫切需要进行重大改革。这可能是我们在频道上提到的最无聊的话题，但我真正想说的是，未来4年的监管环境及其发展将真正决定特斯拉和埃隆公司其他项目实现其使命的速度。

It's time for us to check in on the Tesla semi-factory and we can do that thanks to Heinrich Zane. They are lifting an in-process delivery of insulation for the roof as I anticipated based on Gigatexus. This will cover those corrugated metal panels. I then anticipate a hypalon-type waterproof membrane over that insulation. Not on the truck but those rolls to the left and to the right of that crane could be those hypalon rolls that they're going to lift up after they lift and move all of this insulation. We got the October report from the California New Car Dealers Association. Thus for California the BEV market share was 22.2% during the first 9 months of 2024 up slightly from last year. But looking at the quarterly chart for that data you can see this recent uptrend over the past 3 quarters. Looking at the other powertrain types here to date gasoline at 58.3% hybrid at 13.8% and then plug-in hybrid down at 3.4%. The United States as a whole year to date has seen BEV market share of 7.9% and California has actually made up 32.1% of all United States fully electric registrations so far year to date. Looking at the table on the left year to date registrations in California teslas at 159,600 compared to last year when they were over 182,600 by the same time. So year to date they're down 12.6% but remember we had the Model 3 change over earlier this year that really slowed things down. As we've said many times in the past when you look at only the EV market share tesla share will only go down as other automakers enter the market it's just math. And impressively in California tesla still maintains a 54.5% share of the EV market. Looking at the top 15 best selling BEV and plug in hybrid models the Model Y really is in a league of its own with over 105,600 registrations followed by the Model 3 with over 37,200. Then if you add up places 3 through 14 on this list they still fall combined about 20,000 units short of the Model Y. Looking at the top selling vehicles by segment which considers all powertrain types the Model Y far and away in first place with over 55,000 more registrations than the second place vehicle the Toyota Rav4. For passenger cars the Model 3 is in third place closely behind the Honda Civic and the Toyota Camry. It's always good to take a look at California as it serves as the bell weather for the adoption across the country but this data is year to date through September and we already had that with a quarter three results.

是时候关注一下特斯拉半导体工厂了，我们可以借此机会感谢海因里希·赞恩。他们正在吊装屋顶的隔热材料，这是我根据Gigatexus的预测看到的。这将覆盖那些波纹金属板。然后我预计会在这些隔热材料上覆盖一个类似于Hypalon的防水膜。虽然不在卡车上，但那台起重机左右两侧的卷材可能就是他们准备在吊装并移动所有隔热材料后要吊起的Hypalon卷材。 我们收到了加利福尼亚新车经销商协会的10月报告。因此，2024年前9个月，加利福尼亚市场上电动汽车的市场份额为22.2%，较去年略有增长。但看季度图表可以看到过去三个季度的上升趋势。到目前为止，其他动力总成类型中汽油车占58.3%，混合动力车占13.8%，插电式混合动力车仅占3.4%。美国整体电动汽车市场份额为7.9%，而加利福尼亚州实际上占美国全年全电动注册总量的32.1%。 根据左侧表格，加利福尼亚州的年初至今注册数据显示，特斯拉从去年的182,600辆下降到了159,600辆，减少了12.6%。不过要记得，今年早些时候Model 3的更新换代确实拖慢了速度。我们过去多次说过，当你只看电动汽车市场份额时，特斯拉的份额必然会随着其他汽车制造商进入市场而下降，这只是数学问题。但令人印象深刻的是，在加利福尼亚，特斯拉仍然保持着54.5%的电动汽车市场份额。 在15款最畅销的电动汽车和插电式混合动力车型中，Model Y的注册量超过105,600辆，遥遥领先于其他车型，紧随其后的是注册量超过37,200辆的Model 3。如果将该名单上排名第3到第14位的车型加起来，其总和仍比Model Y少约20,000辆。 从所有动力总成类型的前几名车辆来看，Model Y位居第一，比排名第二的丰田Rav4多出超过55,000辆注册。而在乘用车中，Model 3排在第三，与本田思域和丰田凯美瑞相差不大。 关注一下加利福尼亚的数据很有好处，因为它引领全国的市场趋势。但这些数据是截至9月为止的全年数据，我们已经有了第三季度的结果。

Alright so I'm going to lay out some facts about an industry and I want to see if you guys can guess what it is. The TAM is expected to reach over $407 billion by 2028 and it's growing at a kegher of over 8%. There are roughly 4,000 companies in this industry around the world and over 1,400 popular brands sell directly to this industry but over 3 billion pieces of personal information including names, addresses and social security numbers was stolen from this industry. Everyone that said the data broker industry is correct.

好的，我要给大家介绍一些关于一个行业的事实，然后看看你们能不能猜出这是哪个行业。预计到2028年，这个行业的总可用市场（TAM）将超过4070亿美元，并且它正在以超过8%的复合年增长率（CAGR）增长。全球大约有4,000家公司在这个行业中运营，超过1,400个知名品牌直接向这个行业出售产品，但超过30亿条个人信息，包括姓名、地址和社会安全号码，从这个行业中被盗。没错，答案是数据中介行业。

So if you'd like to protect yourself and your family from this rapidly growing industry the best and easiest way to do that is signing up for Delete Me, the sponsor of this video as soon as possible. Delete Me is an American company, they've been around for over a decade and they've been one of the pioneers in the personal data removal industry. They do all of the insane legwork of contacting the thousands of data brokers ensuring your personal data is removed from the internet. They continually monitor so as new data brokers pop up you can rest assured your data stays off the internet and it's not being sold around the world. I actually just got my new report this month. During that time, Delete Me reviewed over 5,700 listings and removed 25 that had my personal information.

所以，如果你想保护自己和家人免受这个快速发展的行业侵害，最简单的方法就是尽快注册Delete Me，这是本视频的赞助商。Delete Me是一家美国公司，已经运营超过十年，是个人数据删除行业的先驱之一。他们负责联系成千上万的数据经纪商，确保你的个人数据从互联网上移除。他们还会持续监控，确保在新的数据经纪商出现时，你的个人数据仍然不会在互联网上被出售到世界各地。我这个月刚收到我的新报告。在这段时间里，Delete Me审核了5700多条信息，并移除了其中包含我个人信息的25条。

The work that they did likely saved me over 74 hours of time. And in the report they show you the status of every single data broker whether your removal is in progress or it's clean and your next scan is in 60 days. So if you'd like to support a great US company, the channel and take your privacy back for you and your family you can get 20% off at join deleteme.com slash electrified using my promo code electrified and the link is below.

他们所做的工作可能为我节省了超过74小时的时间。在报告中，他们会显示每个数据代理的状态，指明你的信息删除是否正在进行中，或者已经清除，并且你的下一次扫描将在60天后进行。所以，如果你想支持一家优秀的美国公司，同时也支持这个频道，并为你和家人夺回隐私权，你可以访问 join deleteme.com/ electrified，通过使用我的优惠码 electrified，可以享受8折优惠，链接就在下面。

Or if it's easier, you can use my key barcode right on the screen. As Joe Tett myer shared the boring company crews have completed installing the tunnel road surface panels and are now preparing the West exit area for the final facing structures and driveways. The tunnel does have a name Tesla is calling it cyber tunnel and it's expected to connect the cyber truck end of line production area to the staging lot on the other side of the state highway.

或者，如果更方便的话，你可以直接在屏幕上使用我的钥匙条码。正如乔·泰特梅耶所分享的那样，无聊公司（The Boring Company）的团队已经完成了隧道路面板的安装，现在正在准备西出口区域的最终外立面结构和车道。这个隧道确实有个名字，特斯拉称其为“Cyber隧道”。预计它将连接Cybertruck生产线末端区域到州公路另一侧的集结场。

I'd be surprised if the tunnel wasn't used for other models as well and the hope is that these models can eventually drive autonomously from production to the staging lot, which should of course make the logistics operations at Giga Texas even more efficient. I've said many times before I don't think comparing Tesla to BYD is that wise of a thing but the media and many others still love to do it anyway. For what it's worth BYD's quarterly revenue did surpass Tesla for the first time coming in at $28.2 billion for quarter three.

我会感到惊讶，如果这个隧道没有用于其他车型。希望这些车型最终能从生产线自主行驶到组装区，这当然会让德州超级工厂的物流运作更加高效。我多次表示，将特斯拉与比亚迪进行比较并不是很明智，但许多媒体和人们仍然喜欢这样做。值得一提的是，比亚迪的季度营收首次超过特斯拉，在第三季度达到了282亿美元。

But what they don't put in the headline is that even though Tesla had $3 billion less when it comes to total revenue, they still made $600 more from a net income perspective than BYD in the quarter. Part of the reason I don't love this comparison is because as we know BYD is still selling about 50% of its vehicles that are plug-in hybrid. So BYD's EV only sales were 443,400 in the quarter. Roughly 19,000 less fully electric vehicles sold than Tesla. Perhaps the most glaring difference in why Tesla deserves such a higher valuation is because BYD's fleet is not going to be capable of flipping a switch and turning on autonomy for all of those vehicles.

虽然特斯拉的总收入比比亚迪少了30亿美元，但他们在季度净收入方面仍比比亚迪多赚了600万美元。之所以我不太喜欢这个比较，是因为我们知道比亚迪出售的车辆中，大约一半是插电式混合动力汽车。在该季度中，比亚迪仅出售了443,400辆纯电动车，比特斯拉少售出约19,000辆纯电动车。也许特斯拉理应获得更高估值的最显著的原因是，比亚迪的车队无法快速切换到自动驾驶模式。

As of late BYD has been making a push to do more with autonomy and advanced driving features but largely to date they've been criticized for lacking in that arena. If you've been around the channel for a while, you may remember April of last year a BYD spokesman literally said we think self-driving tech that's fully separated from humans is very very far away and basically impossible. In fairness as of earlier this year, BYD did commit to investing $14 billion to develop some autonomous driving systems and the word is they have about 5000 employees whose focus is on doing just that.

最近，比亚迪一直在努力推动自动驾驶和高级驾驶功能的发展，但到目前为止，他们在这一领域普遍受到批评。 如果你一直关注这个频道，你可能会记得去年四月，比亚迪的一位发言人曾明确表示，他们认为完全独立于人类的自动驾驶技术遥不可及，基本上是不可能实现的。 但公平地说，今年年初，比亚迪承诺投入140亿美元用于开发一些自动驾驶系统，据悉，他们有大约5000名员工专注于这项工作。

But again focusing on BYD's existing fleet things were not so great as the Euro NCAP had slammed BYD's advanced driving tech. The safety experts rated five new cars with the BYD at 03 at the bottom of the pile. The BYD at 03's intelligent adaptive cruise control was not recommended and the Euro NCAP found the tech failed to interpret road signs correctly. And even going forward BYD is going to be heavily reliant on third party players to help them with their autonomy where they're not really doing much in-house.

再来看看比亚迪现有的车队情况，其表现并不太理想，因为欧洲新车安全评鉴协会（Euro NCAP）对比亚迪的先进驾驶技术表现不佳进行了批评。这些安全专家对五款新车进行了评级，其中比亚迪的03车型排名最后。该车型的智能自适应巡航控制系统没有得到推荐，Euro NCAP发现该技术无法准确识别道路标志。展望未来，比亚迪在自动驾驶技术方面将严重依赖第三方合作伙伴，而不是主要依靠内部开发。

Waymo said it's now providing over 150,000 paid trips and driving over 1 million fully autonomous miles every week. To put that into context for you back in May of this year, Waymo reported offering 50,000 paid rides per week. Then about four months later in September, they announced 100,000 paid rides per week. And then from September to October, so just one month that jumped another 50,000 paid rides per week to the 150,000 number we just saw. Said another way from May to October of this year, Waymo tripled its weekly paid rides. Piggybacking on the VW nightmare from yesterday, they have now reported a 42% drop in operating profit in the third quarter.

Waymo公司表示，现在他们每周提供超过15万次付费出行，并在完全自动驾驶的情况下行驶超过100万英里。为了让你更好地理解，今年5月份时，Waymo报告每周提供5万次付费出行。大约四个月后的9月份，他们宣布每周提供10万次付费出行。然后从9月到10月，只用了一个月，付费出行的次数就又增加了5万次，达到了我们刚才提到的每周15万次。换句话说，从今年5月到10月，Waymo将其每周的付费出行次数增加了三倍。与昨天大众汽车的困境相比，他们第三季度的营业利润下降了42%。

Vehicle sales fell 8.3% year over year. VW said the results year to date were impacted by higher fixed costs and restructuring efforts. A VW spokesperson said, Ahead of the negotiations today, we need to state the situation is getting more serious. Those negotiations, of course, about the upcoming new labor agreements. And it keeps going. VW is now asking its workers to take a 10% pay cut as of today, arguing it was the only way Europe's biggest carmaker could save jobs and remain competitive as profits plunged to a three year low and union bosses threatened strikes.

汽车销量同比下降了8.3%。大众公司表示，年初至今的业绩受到较高的固定成本和重组努力的影响。一位大众公司的发言人表示，在今天的谈判之前，我们需要说明情况正在变得更加严重。这些谈判主要是关于即将到来的新的劳工协议。此外，大众公司现在要求其员工从今天起减薪10%，称这是欧洲最大汽车制造商在利润下降到三年来最低，以及工会领导人威胁罢工的情况下，能够保住工作和维持竞争力的唯一方法。

At the same time, worker representatives came into these negotiations, demanding a 7% pay raise and threaten those strikes starting in December unless the company definitively ruled out plant closures, which as we saw yesterday may not happen. But rest assured, the W's finance chief said there's a comeback plan for China that includes spruced up software and driving assistance, expecting to regain market share in 2026 or 2027. The European car market has shrunk by about 2 million vehicles since the pandemic, which is important to keep in mind even for Tesla sales, resulting in about 500,000 fewer unit sales for VW every year. Cheaper models from Tesla and Chinese carmakers have gained market share in Europe.

同时，工人代表参与了这些谈判，要求加薪7%，并威胁说如果公司不明确排除关闭工厂的可能性，就会在12月开始罢工。正如我们昨天所看到的，这种情况可能不会发生。但请放心，W公司的财务主管表示，已经有一个针对中国市场的反弹计划，包括改进的软件和驾驶辅助系统，预计在2026年或2027年重新赢得市场份额。自疫情以来，欧洲汽车市场缩减了大约200万辆，这一点即使对于特斯拉的销量来说也很重要，导致大众汽车（VW）每年大约减少50万辆的销量。特斯拉和中国汽车制造商的较便宜车型在欧洲获得了市场份额。

We know overall Tesla sales in Europe are down year over year, but this is talking about since the pandemic. The VW finance chief said we have not forgotten how to build great cars, but our production costs are far from competitive. We should really use our time to increase our competitiveness on German plants. VW woke up today and the nightmare is still on. The National Automobile Dealers Association plans to leave no stone unturned as they push back against scout motors decision to bypass the dealers. A managing partner at a law firm that does a lot in the dealer industry said its corporate structure and formal attachment to VW group could be a challenge in its quest to sell direct to consumer.

我们知道，特斯拉在欧洲的整体销售相比去年有所下降，但这是从疫情以来的趋势。大众汽车的财务总监表示，我们没有忘记如何制造出色的汽车，但我们的生产成本远不具竞争力。我们确实应该利用时间来提高德国工厂的竞争力。今天大众醒来后，却发现噩梦依然存在。全国汽车经销商协会计划全力反对 Scout Motors 跳过经销商直接销售的决定。一家在经销商行业有丰富经验的律所的管理合伙人表示，其与大众集团的企业结构和正式关联可能会在直接向消费者销售的过程中成为一个挑战。

The CEO of Neda declined to share details about the association strategy to block scout from direct sales, but bluntly said everything is on the table right now. The association is prepared to challenge scout in courthouses and state houses across the country. It sounds like this is going to boil down to how the courts interpret the legal structure of scout motors and its relation to VW. Either way though, this is likely to be a new battle for scout in VW for the next 6 months plus. Zooks is finally planning to roll out dozens of purpose-built autonomous vehicles in San Francisco and Las Vegas in the coming weeks.

Neda的首席执行官拒绝透露关于协会阻止Scout直接销售的策略细节，但直言不讳地表示，目前所有选项都在考虑之中。该协会已经准备好在全国的法院和州议会对Scout发起挑战。这似乎将取决于法院如何解读Scout汽车的法律结构及其与大众汽车（VW）的关系。无论结果如何，这很可能会成为Scout在大众汽车内接下来6个月乃至更长时间的新战场。Zooks终于计划在接下来的几周内，在旧金山和拉斯维加斯推出数十辆专用打造的自动驾驶汽车。

Their CTO said Zooks will start offering rides starting with employees in the Soma, south of Market neighborhood of San Francisco. He also said these initial geofences will expand several fold over the next year. And then, you know, 2026 is when we're going to really start cranking out production vehicles at very large scale. Zooks will launch an explorer program of early riders who will be able to use the robot's axes for free before opening the service to paying customers. These explorers will gain access to the Zooks vehicles early next year starting with Las Vegas. The vehicles will operate throughout the most busy 16 hours of the day.

他们的首席技术官表示，Zooks 将首先在旧金山市场南区（Soma）为员工提供乘车服务。他还提到，这些初始的地理围栏将在明年内扩大几倍。然后，到2026年，我们将真正开始大规模生产车辆。Zooks 将启动一个探索者计划，允许早期使用者免费使用机器人的轴线服务，然后才向付费客户开放。这些探索者将在明年初开始使用 Zooks 车辆，首先在拉斯维加斯推出。这些车辆将在一天中最繁忙的16小时内运行。

Zooks is working with many of the resort hotels up and down the strip to pick up and drop off passengers at the entrances. He said we're not ready to share which hotels those are but we're not going to just be driving up and down the strip. Zooks is still using suppliers for most of its parts and then they assemble their vehicles in Fremont and Hayward. And finally he said we have the facilities to produce tens of thousands of our own robot axes. But that same CTO, Jesse Levinson, had some shots fired right in Tesla's direction. He said he does not believe Tesla will launch a robot taxi ride hailing service in California or anywhere else next year. The fundamental issue is they don't have technology that works.

Zooks 正与大道上许多度假酒店合作，在酒店入口接送乘客。他表示，我们还没有准备好透露具体是哪些酒店，但我们不会只是在大道上下行驶。Zooks 仍然依赖供应商提供大部分零部件，然后在弗里蒙特和海沃德组装他们的车辆。最后，他表示，我们有能力生产数万台自己的机器人出租车。然而，同一位首席技术官 Jesse Levinson 对特斯拉表达了质疑。他说，他不相信特斯拉将在明年于加州或其他地方推出机器人出租车打车服务。根本问题在于他们没有有效的技术。

And by works, I want to differentiate between a driver assistance system that drives most of the time, except when it doesn't, and then you have to take over versus a system that's so reliable and robust you don't need a person in it. He continued our perspective is you really do need significantly more hardware than Tesla is putting in their vehicles to build a robot taxi that's not just as safe but especially safer than a human. He did say he uses Tesla's FSD every couple of weeks. He called it impressive but also stressful. He also said FSD is about 100 times less safe than a human if you look at all the metrics that are publicly available. I could launch into a rant about Tesla's safety data, the report they just put out a few weeks back. But the unfortunate truth is we really don't know for sure if FSD is included in that autopilot safety data or not. For some context, back in 2019, Jesse Levinson said that Tesla had no chance to fully develop autonomous driving tech in 2020. At the time, he basically said the same thing that Tesla's cars don't have enough sensors or computers to achieve FSD. Looking back, we can say he was right about the latter. Tesla definitely did not have enough compute. But as we're well aware, the situation has definitely changed.

翻译成中文并使其易读： “关于工作的区别，我想说明一下，我所说的是那种大部分时间都是自动驾驶，但有时候却需要你接管的驾驶辅助系统，与一种非常可靠和稳健到你不需要人在现场的系统之间的不同。他继续说，从我们的角度来看，要制造一辆不仅和人类一样安全甚至更安全的机器人出租车，你确实需要比特斯拉在其车辆中投入更多硬件。他还提到他每隔几周就会使用一次特斯拉的FSD（全自动驾驶）功能。他称这项技术很了不起，但也很有压力。他还说，如果从所有公开可用的指标来看，FSD的安全性比人类低了大约100倍。我本可以对特斯拉的安全数据进行一番抨击，尤其是他们几周前发布的报告。但不幸的事实是，我们其实并不能确定FSD是否包含在那个自动驾驶的安全数据之中。提供些背景信息，早在2019年，Jesse Levinson就曾表示特斯拉在2020年完全开发自动驾驶技术是没有机会的。那时候，他基本上也是这样说的，认为特斯拉的汽车没有足够的传感器或计算机来实现FSD。回头看，我们可以说他当时关于后者的判断是对的。特斯拉确实没有足够的计算能力。但显而易见的是，情况现在已经有了很大变化。”

Don't forget, Zooks was burning through cash at an alarming rate. The company was spending more than $30 million every month in early 2020 and projected it would run out of cash by July of that year. Then, according to court testimony, Zooks was on the cusp of liquidation when the Amazon acquisition deal came through. In 2018, Zooks was valued at around $3.2 billion but when it was acquired by Amazon in 2020, Amazon only paid $1.3 billion. So clearly things were trending in the wrong direction. And with serendipitous timing, Elon chimed in on Sawyer's post saying if he hadn't gotten billed out by Amazon, his company would be dead already. Just so you know, there are actual studies being done trying to determine the most optimal location for new public charging stations. I'll have this below if you're interested, but the takeaway is that Tesla has had the first come, first serve, best pick of the litter if you will when it comes to those locations. For over a decade now, they've been hand-picking the most convenient and highest traffic areas. A huge advantage that I think most of the general public has no idea about.

不要忘记，Zooks 当时正以惊人的速度烧钱。2020年初，公司每个月的支出超过三千万美元，预计到那年七月资金就会耗尽。根据法庭证词，当时Zooks濒临破产，亚马逊的收购协议让他们得以避免。在2018年，Zooks的估值大约为32亿美元，但到了2020年被亚马逊收购时，亚马逊仅支付了13亿美元。显然，形势在不断恶化。在这个关键时刻，埃隆在Sawyer的帖子中评论说，如果不是亚马逊出手相救，他的公司早就撑不下去了。顺便说一下，现在有一些研究正在进行，以确定新公共充电站的最佳位置。如果您感兴趣，我会在下面提供信息，但主要的结论是，特斯拉在选址方面拥有先发优势，得以优先选择最便利和人流量最高的地区。这是一个巨大的优势，而我认为大多数普通民众对此并不知情。

Tesla stock closed the day at $257.55 down 0.76% while the Nasdaq was down 0.56%. It was a low volume day, trading about 30 million shares below the average volume in the past 30 days. Don't forget if you're interested, check out Delete Me linked below, grab that 20% off if you want to take your privacy back for you and your family. Also, there will likely be no video for me tomorrow on Thursday as we have some family visiting. Hope you guys have a wonderful day, please like the video if you did. You can find me on Xlinked below and a huge thank you to all of my patreon supporters.

特斯拉股票收盘价为257.55美元，下跌了0.76%，而纳斯达克指数下跌了0.56%。当天交易量较低，大约交易了3000万股，比过去30天的平均交易量要少。别忘了，如果您感兴趣，可以查看下面链接的Delete Me，享受20%的折扣，为您和您的家人找回隐私。另外，明天周四可能不会有我发布的视频，因为我们有家人来访。希望大家有美好的一天，如果你喜欢这个视频，请点赞。你可以在下面的X链接找到我，并特别感谢我的所有Patreon支持者。