Tesla Officially Launches New Model Y / Elon Shares New Optimus Timeline / New Elon Interview ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to Charles S and Daniel W. Thank you for using my Tesla referral link and congratulations on your new Tesla. Elon gave a remote interview for CES and he did touch briefly on Tesla. On FSD, Elon said we feel confident in better than human driving in about three months, so basically quarter two of this year. The probability of accident will be better than the average experienced driver and will keep going from there. Ultimately 10x and 100x safer than a human to the point where it just won't crash. The real question is what does that mean for Tesla?

欢迎来到《Electrified》，我是你的主持人Dylan Loomis。特别感谢Charles S和Daniel W，感谢你们使用我的特斯拉推荐链接，并祝贺你们的新特斯拉。埃隆在CES上进行了远程采访，并简要提到了特斯拉。关于自动驾驶（FSD），埃隆说我们有信心在大约三个月内达到比人类驾驶更安全的水平，也就是今年的第二季度。事故概率将低于有经验的司机，并会继续改善。最终，系统将比人类安全10倍甚至100倍，几乎不会发生碰撞。真正的问题是，这对特斯拉意味着什么？

I say that because I don't think it means Tesla's pulling forward Robotaxy deployment in Austin or California to April of this year. It's just that certain technical milestone is expected to be passed at that point. A milestone, by the way, that we still don't know exactly what it is. But what Elon said about Optimus is arguably more exciting. For Tesla, we're in our Optimus robot really is it's unless somebody's got something secret we don't know about. The Optimus robot is the most sophisticated human robot in the world. It's got a hand that has 22 degrees of freedom. It looks and feels like a human hand. We're aiming to have several thousand of those built this year.

我这样说并不是认为特斯拉会在今年四月就在奥斯汀或加州提前部署无人出租车。这只是意味着在那个时候，一个特定的技术里程碑预计将会实现。不过，我们仍然不知道这个里程碑具体是什么。但是，关于Optimus的评论可以说更令人兴奋。对特斯拉来说，除非某人有我们不知道的秘密，否则我们的Optimus机器人是世界上最先进的人形机器人。它的手有22个自由度，看起来和感觉上都像人类的手。我们计划今年生产几千台这样的机器人。

Initially we'll test them out at Tesla factories. But then assuming things go well, we'll 10x that output next year. So we'll aim to do maybe 50 to 100,000 human robots next year and then 10x at a gain the following year. It's like 500,000 robots in three years. There's a lot. So as I clarified on X, the expectation for Optimus production for 2025 should be a few thousand possibly as high as 5,000 starting production in Q4 this year. But now we know Elon's expectation for 2026 is between 50 and 100,000 and potentially as high as 500,000 for 2027.

起初，我们会在特斯拉工厂测试这些机器人。如果一切顺利的话，明年我们的产量将会增加十倍。也就是说，明年我们计划生产大约五到十万个人形机器人，然后第二年再增加十倍。这样在三年内，我们可能会生产出50万个机器人。这是一个很大的数量。正如我在X平台上澄清的那样，2025年Optimus机器人的生产预期是几千个，可能高达5000个，并计划在今年第四季度开始生产。但现在我们知道埃隆对2026年的预期是在五万至十万个之间，并可能在2027年达到多达50万个。

That would be two years of 10xing Optimus production, which is also 900% annual growth. As always respect for Gary, but here's how you should not be thinking about Optimus valuation for Tesla. He said assuming those numbers that 70 cents in incremental EPS for Tesla by 2027 assuming a $30,000 ASP and a 20% gross margin per robot. First of all, Elon has said numerous times that $30,000 selling price is a long term target when Tesla is at high volume production likely millions per year. My point for the next few years, the retail cost of Optimus is likely to be north of $50,000 and to start possibly much higher than $100,000. And of course a company would be willing to pay if they can actually replace an assembly line type worker making maybe $50,000 a year.

这将是两年将Optimus产量提高10倍的计划，年增长率达到900%。一如既往地尊重Gary的观点，但关于Optimus对特斯拉的估值，我们可以换个思路。他提到，如果按这组数据，到2027年特斯拉的每股收益（EPS）会增加70美分，假设每台机器人的平均售价（ASP）为30,000美元，毛利率为20%。 首先，Elon曾多次表示，30,000美元的售价是特斯拉在高产量情况下的长期目标，可能需要达到每年几百万台的销量。在未来几年，Optimus的零售价格可能会超过50,000美元，并且起价可能远高于100,000美元。当然，如果这些机器人能真正取代一个年薪约50,000美元的装配线工人，那公司就愿意支付这个价钱。

In that scenario, it's not going to take that company very long to turn a positive ROI. Second, and arguably even more important, there's likely to be a subscription cost with Optimus as well. Just think about FSD and Tesla vehicles. You buy the vehicle, but then you still have to pay monthly for FSD. Or yes, you can pay for the FSD package up front, but that's an additional cost. As far as I can tell, Gary's calculations leave that second part out altogether. One thing I will say in Gary's defense at some point, Tesla is going to have to start showing an earnings per share increase because at the end of the day, that's the only reason we own stock in these companies.

在这种情况下，那家公司很快就能实现正向投资回报率。其次，可能更重要的是，Optimus很可能也会有订阅费用。想想FSD（全自动驾驶）和特斯拉车辆：你买了车，但每个月仍需为FSD支付费用。或者，你可以预先支付FSD套餐的费用，但那是额外的开销。根据我的理解，Gary的计算完全忽略了第二部分。有一点我要为Gary辩护的是，特斯拉迟早必须开始显示每股收益的增长，因为归根结底，这就是我们持有这些公司股票的唯一原因。

When you really boil it down, that's all share ownership is if you own 10 shares of Tesla and their EPS is $3 per share, that means you figuratively have claim to $30 earnings. Looking at the Bloomberg terminal, this red line has been tracking Tesla's 2025 earnings per share expectations. That's the Y axis on the right, so early 2023, Tesla's 2025 EPS expectations were north of $6 per share. And over the last two years or so, that numbers come all the way down to just north of about $3 per share.

当你深入分析时，股票持有的本质就是这样：如果你持有10股特斯拉的股票，而他们的每股收益（EPS）是每股3美元，意味着你理论上有权获得30美元的收益。查看彭博终端，这条红线一直在追踪特斯拉2025年的每股收益预期。这是右侧的Y轴，所以在2023年初，特斯拉2025年的每股收益预期超过了每股6美元。而在过去大约两年里，这个数字已经下降到了仅仅稍高于每股3美元。

Tesla's actual results in 2022, they did $4.07 in earnings per share, non-gap. In 2023, that number came down to $3.13 non-gap. And through the first 3 quarters of 2024, Tesla has done $1.69, so they're likely to finish the year below $3 per share. And yes, obviously that's all in the past, looking through the rearview mirror, but Wall Street is waiting for Tesla to prove that it's going to send its earnings per share positive again.

特斯拉在2022年的实际业绩为每股收益4.07美元（非GAAP标准）。在2023年，这个数字下降到3.13美元（非GAAP）。2024年的前三个季度，特斯拉的每股收益为1.69美元，因此他们可能会在今年结束时低于每股3美元。这些数据当然都是过去的表现，属于回顾性的分析，但华尔街正等待特斯拉证明其每股收益将再次转为正增长。

My point here, Sederis Paribus, when these EPS expectations start being revised upward again, and Wall Street shows confidence that Tesla can start earning more profit per share, that would absolutely help to remove the lid if you will on Tesla's stock price. And this conversation has not even touched on proper valuations, but what I will say is if Tesla's trading right now at about 123x 2025 expected earnings, if Tesla proves it has a new business line, optimists growing at 900% per year with nearly an unlimited addressable market, investors are most definitely going to be willing to pay a higher valuation multiple. Now what that is, is conversation for another video, just know that the directional trend for optimists is certainly up.

我的观点是，在其他条件不变的情况下，当这些每股收益预期再次上调，并且华尔街对特斯拉能增加每股利润表现出信心，这将有助于提升特斯拉的股价。我们还没有讨论到合理估值的问题，不过我想说的是，如果特斯拉当前的交易价是2025年预期收益的123倍，而特斯拉证明自己有了新的业务线，比如每年增长900%，几乎拥有无限市场规模的业务，那么投资者肯定会愿意支付更高的估值倍数。至于具体多少，这是另一个视频的话题，只需知道在乐观情况下的增长趋势是向上的。

Naturally, I spent a decent amount of time today covering the leak photos and all of the rumors around the web about when it was actually going to be launched, it being the new Model Y in China. Well, just now it has officially launched in the Chinese market, you're looking at the Chinese configurator. Here it is, looking at the base version and the base set of wheels. In my opinion, it's a lot better than the leaks we saw earlier today, which I kind of knew was going to be the case. And on the back, here's a zoom in of the new light bar and the rear of the vehicle. At least for the Chinese market, they have a new blue color that they're calling Glacier blue, at least through the translation. And to compare, let's throw on the 20 inch wheels to see what that upgrade looks like. If it looks familiar, it's because it is, I believe it's just the same Nova wheel that Tesla has been using in the US for some time. For now in the Chinese market, there are two options, a rear wheel drive, first edition, and a long range all wheel drive, first edition. For the Chinese market, deliveries are expected to begin in March, pending regulatory approval, long-range new design, a higher quality interior, and a quieter driving experience. I think some will be pleased to see a regular steering wheel. Again, who knows the US market could always be different, but for the Chinese market, they're sticking with a regular wheel. It's the same center console as the new model three, the same interior lighting. For this first edition model, that's only going to be available for a few weeks. It appears as though it'll have a special badge. And so I can stop repeating myself, just know that everything I talk about right now doesn't have to carry over to other markets around the world. This could just be specific to the Chinese market. It also has a rear liftgate badge, a puddle light badge, a door sill plate, a charging console wordmark, some vegan suede for the black interior, and the all-wheel drive variant comes with an acceleration boost. The redesigned front and rear light strips reduce wind resistance, improve efficiency, and endurance. The touchscreen will be the same size as the new model three at 15.4 inches, and it does have those ventilated front seats. There's the same fold-down functionality for the second row, along with the screen for the rear passengers. There are some soft touch materials on the interior, and they touch briefly on the updated speaker design. When it comes to the range, I think most people know converting from CLTC over to EPA is definitely an art not a science. But the new Model Y appears to have between three and seven percent more range depending on the trim. That's compared to the outgoing Model Y. The new base Model Y has 593 kilometers of range, and the outgoing one had 554. So there's a chance in the US the new Model Y could have a range north of 350 miles. However, those figures are really just guesstimates because remember, the US version will likely use a different battery pack anyway. I did not see it on the website, but Sawyer said the peak charging rate is 250 kilowatts. Also, just FYI, I'm going to edit and delete out that entire portion I already recorded earlier talking about the leak from today. This news obviously renders that whole section moot.

自然地，我今天花了不少时间关注泄露的照片以及网络上关于新款Model Y在中国何时发布的传言。现在，它已经正式在中国市场推出了，你现在看到的是中国的配置器。这里展示的是基础版和基础轮毂。我觉得这款车比今天早些时候看到的泄露图好很多，这也在我意料之中。车尾有新的灯带和车辆后部的细节展示。至少在中国市场，他们推出了一种新蓝色，翻译过来是叫“冰川蓝”。我们也可以看看添加20英寸轮毂后的效果。如果觉得眼熟的话，那是因为这正是特斯拉在美国市场已经使用一段时间的Nova轮毂。在中国市场，目前有两个版本：后驱的首发版和长续航全驱的首发版。预计将在明年三月开始交付，但需要获得监管部门的批准。全尺寸设计，内饰质量更高，驾驶体验更安静。我想有些人会喜欢常规方向盘。美国市场可能会有所不同，但中国市场坚持使用常规方向盘。中控台和新的Model 3一样，内饰照明也相同。这个首发版型号只会提供几周，看起来会有特别标志。请注意，我现在谈到的所有内容不一定适用于全球其他市场，这可能只是中国市场的特性。它还有后备箱徽标、投射灯徽标、门槛条、充电台标志，黑色内饰采用了环保麂皮，四驱版还带有加速提升功能。重新设计的前后灯带减少了风阻，提高了效率和续航能力。触摸屏与新Model 3的一样大，为15.4英寸，还配备了通风前排座椅。第二排的折叠功能也相同，并为后排乘客提供了屏幕。内饰使用了一些柔软的触感材料，并简单介绍了更新的音响设计。续航方面，从CLTC转换为EPA确实是一门艺术而不是科学。但新款Model Y的续航在三到七个百分点之间提升，这要看具体型号。这与旧款Model Y相比，新款基础版有593公里的续航，而旧款有554公里。所以在美国市场，新款Model Y的续航可能会超过350英里。但这些数字实际上只是估计，因为记住，美国版可能会使用不同的电池组。我在网站上没有看到，但有消息称峰值充电率为250千瓦。另外需要说明的是，我会编辑删除掉之前录制的关于今天泄露的内容，因为这个新消息显然让那部分内容变得无关紧要。

When it comes to timing for a US launch, all we know is that Tesla is now on the clock, the word is out there, so people will most likely be waiting for this new vehicle. And for the future, the inventory reduction we were tracking the past few weeks turned out to be a signal. The new Model Y does have powered rear seats, and look at this, the new Model Y does indeed have a front bumper camera, and I'm not going to lie, I'm a bit disappointed, my new Model 3 does not have this. The new Y also has an updated suspension and new wheels and tires. In a surprise turn of events, the new Model Y does have a turn signal stock. Looking at the wheel, there are no turn signal buttons, and you can see the stock right here. I do not, however, see a gear shifter stock, so that appears to have moved onto the screen like the new Model 3.

关于美国的上市时间，我们所知道的是特斯拉已经在准备，消息已经传出，所以人们很可能在等待这款新车。未来几周我们跟踪的库存减少确实是一个信号。新的Model Y配备了电动后座，看看这个，新的Model Y确实有一个前保险杠摄像头，说实话，我有点失望，因为我的新Model 3没有这个功能。新的Model Y还配备了升级的悬挂系统和新款轮胎。在一次意外的改变中，新的Model Y确实有一个转向灯杆。看方向盘，并没有转向灯按钮，你可以在这里看到杆子。但是，我没有看到换挡杆，看来这部分已经移到像新Model 3一样的屏幕上了。

And it's being reported that this is already live in Singapore, and apparently in all of Asia Pacific as well. Back down to the 19 inch wheels, there you have it. So, what does everybody think about the long awaited Project Juniper, the new Model Y? Now some analysts from UBS are coming out and estimating Tesla may receive more than one billion dollars in regulatory credits, just from European automakers in 2025. Which really isn't a surprise given that Tesla earned over $2 billion in regulatory credits in 2024, but somebody from the European Parliament said, our European brands are forced to check whether it's a smarter idea to give money to Tesla or BYD. This is not the best approach, and he's not wrong, but these companies should have thought about that years ago.

据报道，这项服务已经在新加坡上线，显然整个亚太地区都已经推出。回到19英寸的轮毂上。大家对期待已久的“杜松计划”新款Model Y有什么看法？一些来自瑞银的分析师预测，特斯拉可能在2025年仅从欧洲汽车制造商那里获得超过10亿美元的监管积分。这并不令人意外，因为特斯拉在2024年通过监管积分已经赚取了超过20亿美元。但欧洲议会的一位成员表示，我们的欧洲品牌不得不衡量是将钱给特斯拉还是比亚迪是否更聪明。这不是最好的办法，他说得没错，但这些公司早在多年前就应该考虑这个问题。

A heads up, depending on what region you're in, the non-foundation series Cybertrucks are now available in inventory. Both the all-wheel drive and cyber beast variants, again, non-foundation are now available in inventory. Mercedes put out a press release today saying that beginning February of 2025, Mercedes drivers will have access to the Supercharger network, and they will have plug-in charge capabilities. The Supercharger network will be integrated into Mercedes' own knee charge, which does include other locations like IANA, EA, EVGO, Chargepoint, and others. And don't forget, Mercedes is rolling out some of its own charging stations as well. To enable this, customers have to schedule a software update through authorized dealers. The adapter for CCS1 vehicles is $185. It'll be available for purchase in the US in quarter one of this year, and in Canada in Q2.

提醒一下，根据你所在地区的不同，非基础系列的Cybertruck现在可以在库存中购买。目前，全轮驱动和Cyber Beast型号的非基础系列车辆都已上架。梅赛德斯今天发布了一份新闻稿，表示从2025年2月开始，梅赛德斯车主将可以使用特斯拉的超级充电网络，并且将支持插入即充的功能。超级充电网络将整合到梅赛德斯自己的Knee Charge系统中，该系统还包括其他充电点，例如IANA、EA、EVGO、Chargepoint等。此外，梅赛德斯也在推出自己的充电站。为实现这一目的，客户需要通过授权经销商安排软件更新。CCS1车辆的适配器售价为185美元，将于今年第一季度在美国上市，第二季度在加拿大上市。

And starting later this year, Mercedes will integrate the NACS port natively. I was pleased to see this one. Ray for Tesla shared some dash cam footage, and in his case I would trust him that he was actually on FSD, but it treated it just like a four-way stop as it should. So no problems at all seemed pretty smooth, not really any hesitation. And Ray actually did say in the comments that he's only on version 12. You may remember a lawsuit brought against Tesla's directors back in 2020 by the City of Detroit's Police and Fire Retirement System. Well, those nine Tesla directors had a settlement offer approved in court. It's worth up to $919 billion. The up to is because part of this settlement is these directors giving back stock options. It's not listed in the settlement what each individual director has to give back.

从今年晚些时候开始，奔驰将原生集成NACS接口。我很高兴看到这一消息。Ray for Tesla 分享了一些行车记录仪画面，在他的案例中，我相信他确实使用了全自动驾驶(FSD)，并且它正确地将情况视作一个四向停车，过程非常顺利，没有任何问题，也没有犹豫。Ray 还在评论中提到，他只使用了版本12。你可能还记得，2020年，底特律警察和消防退休系统曾对特斯拉董事提起诉讼。这九位特斯拉董事在法庭上已经批准了一项和解方案。该和解方案的金额最高可达9190亿美元。这一数额的“最高”是因为和解的一部分包含这些董事归还股票期权。和解方案中未列出每个董事需要归还的具体股票期权数量。

They just talk about it collectively. In total, they'll be returning $277 million in cash, $459 million in stock options, and they'll be foregoing options worth about $184 million from 2021 to 2023. Individually, it would work out to about $100 million per director, but again, it doesn't have to be the same amount for each person. For all we know, Larry Ellison could just step up and say, hey, you know what? Here's $900 million. What's that to somebody that's worth over $200 billion? However, in this excessive paycase, the directors did not admit to any wrongdoing. In addition to that settlement number, Judge McCormick, yes, Kathy McCormick once again involved with Tesla, also awarded the plaintiff's attorneys $176 million in fees, which is the fourth largest in the history of shareholder litigation in Delaware.

他们只是统一地谈论这件事。总的来说，他们将返还2.77亿美元现金和4.59亿美元股票期权，并且他们将放弃2021年至2023年大约1.84亿美元的期权。单个计算，每位董事可能要承担约1亿美元的成本，但同样，这并不意味着每个人的金额都一样。比如，拉里·埃里森（Larry Ellison）可能会站出来说：“你知道吗？这是9亿美元。” 对于一个净资产超过2000亿美元的人来说，这算什么？然而，在这起过度薪酬案中，这些董事并未承认任何不当行为。除了这一和解金额，法官凯西·麦考密克（Kathy McCormick）还判给原告的律师费共计1.76亿美元，这是特拉华州股东诉讼历史上第四高的金额。

I think it's important context that during the time that was covered for this lawsuit, Tesla stock ended up doing a 10x. It's not clear how Tesla will handle getting this money in compensation back, but honestly, it's really not that big of a deal in the long term anyway. Just so you know, Elon was not included in this lawsuit. The nine directors were Kimbal Musk, Brad Bus, Ira Aaron Price, Antonio Gracias, Steven Jervitsen, Linda Rice, Kathleen Wilson Thompson, Hiro Mizuno, and Larry Ellison.

我认为，在讨论这场诉讼时，有一个重要背景需要了解，那就是在诉讼期间，特斯拉的股票上涨了10倍。目前尚不清楚特斯拉会如何处理追回这些赔偿金的问题，但坦白说，从长远来看，这真的不是什么大问题。还有一点需要说明的是，埃隆·马斯克并未被列入此诉讼。被列入的九位董事分别是金巴尔·马斯克、布拉德·巴斯、艾拉·亚伦·普莱斯、安东尼奥·格拉西亚斯、斯蒂文·杰维森、琳达·赖斯、凯瑟琳·威尔逊·汤普森、久保裕和拉里·埃里森。

Sticking with legal battles as of yesterday, Tesla has now officially appealed Judge Kathleen McCormick's decision in Elon's 2018 pay package case. Again, though, we likely won't have a resolution on this until closer to the end of 2025. Just because of all of the hurdles that Tesla has faced in Sweden this year, I wanted to share this one officially now.

截至昨天，特斯拉正式对法官凯瑟琳·麦考密克在埃隆2018年薪酬方案案中的裁决提出上诉。不过，我们可能要到2025年底才能对此有个明确的结果。鉴于今年特斯拉在瑞典面临的所有困难，我想正式分享这一消息。

The Model Y was the country's most popular vehicle for the second year in a row. They sold over 18,200 for the year, which was up from over 16,400 in 2023. I was watching some videos about Baidu's Apollo Go, its Robotaxi program that's similar to Waymo, it started in Wuhan but has since expanded to roughly 10 other cities in China. But the Australian actually reported, and it's the first time I had heard about it, that they were going to expand to around 4000 driverless vehicles in Wuhan.

Model Y连续第二年成为该国最受欢迎的车型。今年销量超过18,200辆，高于2023年的16,400辆。我看了关于百度阿波罗Apollo Go的几个视频，这是类似Waymo的无人驾驶出租车项目，最初在武汉启动，现在已扩展到中国其他大约10个城市。不过，《澳大利亚人报》报道称，他们计划在武汉扩展到约4000辆无人驾驶车辆，这是我第一次听说这个消息。

But the Australian reported in this video that Baidu was actually looking to expand its Robotaxi service in Wuhan from 400 vehicles up to 4000. However, the taxi drivers in that region actually put on a protest and since then, the expansion has been put on pause. Honestly though, from everything I've been able to gather, it seems like most of the users are quite pleased with the overall experience. I'd also note that JP Morgan predicted Baidu would break even in a few cities in China by the end of 2024.

在这个视频中，澳大利亚方面报道，百度实际上计划将其在武汉的自动驾驶出租车服务从400辆扩展至4000辆。然而，当地的出租车司机对此进行了抗议，从那以后，这项扩展计划就暂停了。不过，凭我收集到的信息来看，大多数用户对这种服务的整体体验感到满意。此外，我要指出，摩根大通预测，到2024年底，百度在中国的一些城市可能会实现盈亏平衡。

But even if they do, we might not hear about it because Baidu still has not broken out any of the financials for its Robotaxi division. But what people don't mention is Baidu's most recent vehicle still has 40 different sensors, 5 of them are actually LiDAR. Honestly though, I'm not sure that matters too much in the Chinese market given the cost of labor and how much the government is subsidizing this entire industry.

即便他们真的实现了，我们可能也不会听到，因为百度还没有公布其自动驾驶出租车部门的任何财务数据。但大家没有提到的是，百度最新的车辆依然配备了40个不同的传感器，其中5个实际上是激光雷达。说实话，考虑到中国的劳动力成本以及政府对整个行业的补贴力度，我不确定这在中国市场是否很重要。

I wanted to touch on that briefly because after Nvidia's keynote, I did some digging in all I'll say is that most of China's premier EV players are racing to get Nvidia hardware to deploy level 2 plus advanced driving features. To date, generally speaking, they've been lagging in that department but over the next few years, that's likely to change. Not for generalized autonomy but localized or really good level 2 and level 3.

我想稍微谈一下这个话题，因为在听了英伟达的主题演讲后，我做了一些调查。我只能说，中国的主要电动车企业都在争相购买英伟达的硬件，以部署2级以上的先进驾驶功能。到目前为止，总的来说，他们在这一领域一直比较落后，但在未来几年内，这种情况可能会有所改变。虽然不是为了实现完全自动驾驶，但会在特定场景下实现非常好的2级和3级驾驶功能。

Ford hit a big milestone in 2024 that not many are talking about but the Mach-E actually outsold the gas version by 8000 units last year. Mach-E deliveries jumped 27% for the year over 51,700 while the ICE version saw sales drop 9% down to 44,000, the lowest level in two decades. On the Aephela 1 from Sony and Honda, the one I'm quite skeptical about just starting in California, their plan is to start direct to consumer bypassing the dealer network. But given that this vehicle is supposed to be built at Honda factories, we now have some Honda dealers saying, wait a second, is this legal?

福特在2024年达到了一个很大的里程碑，虽然没有太多人谈论这个事情，但Mach-E去年实际上比其燃油版多卖了8000辆。Mach-E的交付量全年增长了27%，超过了51,700辆，而内燃机版本的销量下降了9%，降至44,000辆，达到了二十年来的最低水平。至于索尼和本田合作的Aephela 1车型，我对它持有些怀疑，因为它刚刚在加州推出。他们的计划是绕过经销商网络，直接面对消费者销售。然而，由于这款车据说是在本田工厂生产的，现在一些本田经销商提出了疑问，问这样做是否合法。

I won't be surprised if this ends up challenged to buy those Honda dealers just like we're seeing with VW and the Scout brand. Tesla North America said to support people evacuating from the fires in the LA area, all autopilot and FSD supervised strikes are being forgiven in California. On X, Phil Duwan, a Tesla engineer responded to a complaint from Dan about the Yo-Yo speed, sometimes with FSD on the highway. In Dan's case, he set the max speed to 9 miles an hour over and even with a clear path, sometimes FSD would slow down 3 to 5 miles per hour.

我不会感到惊讶，如果最终有人对购买本田经销商一事提出挑战，就像我们看到大众和Scout品牌的情况一样。特斯拉北美表示，为了支持从洛杉矶地区火灾中撤离的人们，加州将免除所有自动驾驶和完全自动驾驶系统的监管处罚。在社交平台X上，特斯拉工程师Phil Duwan回复了Dan的投诉，Dan抱怨在高速公路上有时全自动驾驶（FSD）会出现速度不稳定的情况。在Dan的例子中，他将最高速度设定为超过9英里/小时，但即使在道路畅通的情况下，FSD有时仍会减速3到5英里/小时。

Phil said the highway speed and the lead vehicle following distance will be improved with version 13.3. The stock market was closed today so Tesla is still at $394.94 as of Wednesday. 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.

菲尔表示，13.3版本将改善高速公路速度和前车跟车距离。由于股市今天休市，截至星期三，特斯拉的股价仍为394.94美元。希望大家今天过得愉快，如果你喜欢这个视频，请点赞。你可以在下面找到我的X链接，非常感谢所有支持我的Patreon用户。