Tesla Buyer: Beware / New Tesla Semi Partnership / Optimus Preps for Cybercab ⚡️
发布时间 2026-01-28 01:55:27 来源
Welcome to ElectroFide, it's your host Dylan Lumis, quickshadow to Ryan W and Marike Gike. Thank you for using my Tesla referral link and congratulations on your new Teslas. Pilot put out a new press release today about a new partnership with Tesla, which fun fact is the nation's largest operator of travel centers, and this partnership is to install Tesla semi-chargers. The stations will be built at select pilot locations along i5, i10, and several major corridors. The first sites are expected to open summer 2026, and construction of these Tesla semi-chargers will begin the first half of this year at select locations across California, Georgia, Nevada, New Mexico, and Texas. Each location will host four to eight charging stalls and will leverage Tesla's V4 cabinet charging tech, delivering up to that 1.2 megawatts of power at each stall.
欢迎来到ElectroFide，我是你们的主持人迪伦·卢米斯，向Ryan W和Marike Gike致以快速问候。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。今天Pilot发布了一条关于与特斯拉新合作关系的新闻，这很有趣，因为Pilot是美国最大的旅行中心运营商之一。此次合作旨在安装特斯拉半挂车专用充电器。这些充电站将建在i5、i10和其他几个主要走廊的精选Pilot地点。首批充电站预计将在2026年夏天开放，特斯拉半挂车充电器的建设将从今年上半年开始，在加利福尼亚州、佐治亚州、内华达州、新墨西哥州和德克萨斯州的部分地点启动。每个地点将设有四到八个充电桩，采用特斯拉V4柜充电技术，每个充电桩可提供最高1.2兆瓦的功率。
The network will initially focus on providing charging infrastructure for Tesla semi-trucks, but in the future it may be expanded to be compatible with heavy duty EVs from other manufacturers. Tesla said the majority of a semi-trucks 500 mile range can be recovered in a 30 minute charging session, matching a normal mandated break period for professional drivers. So great news to hear that Tesla is going to have a very strong partner building out the semi-charging network across the country. And finally, with this partnership, the East Coast is set to get some locations as well. Field Truby said it's interesting that only Tesla semi's will be able to use them. Tesla uses the MCS plug standard, so in theory any other EV that can use MCS should be compatible. Dan Priestley from Tesla replied to that saying other EVs will be able to use these assuming they're equipped with MCS and ensure interoperability with charging equipment.
该网络最初将专注于为特斯拉半挂卡车提供充电基础设施，但将来可能会扩展以兼容其他制造商的重型电动车。特斯拉表示，半挂卡车500英里续航中的大部分可以在30分钟的充电时间内恢复，这与职业司机常规的休息时间相匹配。特斯拉将与一个强大的合作伙伴共同建设全国的半挂卡车充电网络，真是个好消息。最终，通过这一合作，东海岸也将有一些充电站落地。Field Truby提到，目前只有特斯拉的半挂卡车可以使用这些充电站。特斯拉使用MCS插头标准，理论上其他能够使用MCS的电动车也应该兼容。特斯拉的Dan Priestley回应说，其他电动车可以使用这些充电站，前提是它们配备了MCS并能确保与充电设备的互通性。
So the focus for now is of course on the Tesla semi because that's what's entering production and is expected to hit high volume before anybody else. But if and when other companies put their electric semi's on the road with MCS, they will be able to use these as well. I'm sure many of you somewhat understand the scale of Pilot, but they serve about 1.2 million guests every day across over 900 locations in 44 states and 5 Canadian provinces. And of course those routes mentioned, the i5 and i10 are not arbitrary, those are very critical routes for early adopters of the Tesla semi like PepsiCo. And frankly outside of producing the semi itself the biggest hurdle right now by far for electric semi adoption is very clearly the lack of public reliable ubiquitous semi charging.
目前的重点当然是特斯拉半挂卡车，因为这款车型即将进入量产阶段，并且预计会在其他公司之前实现大批量生产。不过，如果其他公司也推出支持MCS（大功率充电标准）的电动半挂卡车，它们也能够使用这些设施。我相信大家对Pilot这个公司规模多少有一些了解，他们在美国44个州和加拿大5个省的900多个地点，每天为约120万名顾客提供服务。当然，提到的i5和i10线路并不是随便选的，这些路线对于像百事公司这样特斯拉半挂卡车的早期用户来说非常重要。坦率地说，除了生产半挂车本身，目前电动半挂卡车普及的最大障碍显然是缺乏可靠、普遍的公共充电设施。
And once again Tesla being the first mover here is going to get access to all of the prime real estate in the highest demand areas. And now with Pilot announcing this partnership publicly you would expect some other big name customers to also be looking to Tesla for something similar as well. And listen I know right now everyone is enthralled with the cybercab and optimists and unsupervised for the fleet but do not forget about unsupervised on the Tesla semi. It'll be another few years before this becomes a reality. But the fact is globally this really is another trillion dollar business line for Tesla that most people right now have forgotten about and are overlooking.
特斯拉再次作为先行者，将在市场需求最高的地区获得所有优质地段。现在随着Pilot公司公开宣布这一合作，你可以预期其他一些知名客户也会寻求与特斯拉进行类似合作。我知道目前大家对网络出租车、Optimus机器人和无人监督驾驶的车队非常着迷，但不要忘记特斯拉的无人监督驾驶卡车。这可能还需要几年才成为现实。但是，事实上，这确实是特斯拉在全球范围内的另一个万亿美元业务方向，而现在大多数人都忽视了这一点。
And last week Tesla charging shared a new supercharger location went up in Taylor'sville Utah. But it's a little extra exciting because Max from Tesla said this one goes to 500 kilowatts powered by the V4 cabinet. So finally we're getting some of these true V4 sites live out in the wild. Max from Tesla commented on the slow rollout saying Gigan Yorkline is spooling up and folks are working weekends slow at first then all at once the V4 cabinet is an awesome product. So as of now there are only two or three true V4 sites live in the wild but hopefully over the next few weeks that number rises quickly.
上周，特斯拉充电站宣布在犹他州泰勒斯维尔开设了一个新的超级充电站。这次特别令人兴奋的是，因为特斯拉的马克斯表示，这个充电站的功率可达500千瓦，由V4充电柜提供支持。终于，我们在现实世界中有了一些真正的V4充电站上线。马克斯就推出速度缓慢的问题评论说，Gigan Yorkline 正在加快工作，员工们在周末也在加班，虽然一开始进展缓慢，但接下来将会很快实现，V4充电柜是一款非常棒的产品。目前，现实世界中只有两三个真正的V4充电站投入使用，但希望在接下来的几周中，这个数字会迅速增加。
Now of course the primary benefits of these true V4 sites will be for cyber truck up to 500 kilowatts speeds and the semi at 1.2 megawatts. The sexy lineup fleet will still be stuck around 250 kilowatts. But really one of the bigger points here is that the V4 cabinets are said to be cheaper to deploy than the outgoing V3 or 3.5 sites. And remember a big part of that is because each V4 cabinet will support eight stalls which was up from only four stalls previously meaning you can have the number of cabinets for the same number of stalls. And they'll have roughly a three times higher power density which yes will be paired with faster deployments overall.
当然，这些真正的V4站点的主要益处将是为Cybertruck提供高达500千瓦的充电速度，为Semi卡车提供1.2兆瓦的充电速度。而S、3、X、Y车型的车队仍将保持在约250千瓦的水平。不过，这里更大的亮点之一是，V4充电桩的部署成本据说比现有的V3或3.5站点更低。请记住，其中一个重要原因是每个V4充电桩支持八个充电位，以前只有四个，这意味着在保持相同的充电位数量时，需要的充电桩数量减半。此外，其电力密度约为之前的三倍，这将与整体更快的部署速度相匹配。
Today we had Obey, which is an app that aggregates real-time pricing and pick up times for many different ride hailing services, just published a new report. And now unlike the report from last year Tesla is in the mix. The data covers November 27th last year to January 1st this year. And during that time it covered 94,348 rides from Weimo, Tesla, Uber and Lyft. The transparent bars on the left are for March and April and the solid bars on the right are for November and December which means Lyft's pricing has gone up, Uber's pricing has gone up, Weimos has come down and Tesla is just getting started. But the takeaway Tesla's average price per ride is currently coming in right around $7.50. Whereas Weimo is right around $20, Uber is right around $17 and Lyft sitting at about $16. So based on this data Tesla is already over 50% cheaper than the competition.
今天，我们讨论了一款名为Obey的应用。这款应用可以汇总多种叫车服务的实时价格和接车时间。近日，它发布了一份新报告。今年与去年的报告不同的是，特斯拉也纳入了统计范围。数据涵盖了去年11月27日至今年1月1日期间，涉及了来自Weimo、特斯拉、Uber和Lyft的94,348次乘车记录。左侧透明条形图显示的是3月和4月的数据，右侧实心条形图则显示11月和12月的数据。这表明Lyft的价格上涨了，Uber的价格上涨了，Weimo的价格下降了，而特斯拉则刚刚起步。但从这份报告中可以发现，特斯拉每次乘车的平均价格目前约为7.50美元，而Weimo约为20美元，Uber约为17美元，Lyft约为16美元。基于这些数据，特斯拉的价格已经比竞争对手便宜了50%以上。
So while Tesla's Robotaxies are significantly less, the other side of the coin is that the wait times are some of the longest in the industry. The average price of a Tesla ride hail they should say in San Francisco they can't use Robotaxie there was $8.17 and rarely exceeded $10 per trip. And they said that's way cheaper than the next cheapest option which was Lyft at $15.47 per ride. Tesla was averaging $1.99 per kilometer, the lowest figure of that category Obi had ever seen in its reporting. Compare that to Weimo at $5.72 per kilometer. They said Weimo is now in average of 12.7% more expensive than Uber and 27.3% more expensive than Lyft. They did call out these numbers are not true apples to apples comparisons I think most of us here understand that Tesla's fleet size is delimited only operating in a few cities. But all of this will pose another question that Wall Street is certainly asking how long can Tesla keep up this aggressive pricing.
特斯拉的自动驾驶出租车价格虽然很便宜，但另一方面，等待时间却是行业中最长的。以旧金山为例，因为不能使用自动驾驶出租车，特斯拉拼车的平均价格是8.17美元，几乎不超过10美元一趟。这明显比下一个最便宜的选择Lyft的15.47美元便宜得多。特斯拉每公里的平均价格是1.99美元，是Obi报道中见过的最低数字。相比之下，Weimo每公里的价格是5.72美元。Weimo现在比Uber平均贵12.7%，比Lyft贵27.3%。他们也指出，这些数字并不是严格的一一对应比较。我们大多数人都明白，特斯拉的车队规模有限，仅在少数几个城市运营。但所有这些都会引发另一个问题，华尔街肯定在问：特斯拉还能维持这种激进定价多久？
And I'd say for a company with 40 billion on the balance sheet and continually generating positive free cash flow they can keep it up for quite a while. And then for the wait times Tesla's average was 15.3 minutes considerably higher than the competition. And Weimo's average was 5.7 minutes. Obi surveyed 2,000 people from California, Nevada, Texas, and Arizona. The enthusiasm and comfortability with robot taxis has been increasing a lot. The last survey only 35% were comfortable, that number has now jumped to 63%. And 45% of those respondents cited the high cost for the competition as a concern. But despite those encouraging numbers over 50% of respondents still cited safety as a persistent worry and 47% said they're concerned about possible safety failures. So those are just some numbers on trends that we've already known about anecdotally for months.
我会说，对于一家资产负债表上有400亿美元并持续产生正现金流的公司而言，他们可以持续相当长一段时间。至于等待时间，特斯拉的平均等待时间是15.3分钟，明显高于竞争对手。而Weimo的平均时间是5.7分钟。 Obi对来自加利福尼亚、内华达、德克萨斯和亚利桑那的2000人进行了调查。对于自动驾驶出租车的热情和信任度大幅上升。上次调查时，只有35%的人感到舒适，现在这个数字已跃升至63%。45%的受访者表示竞品的高成本令人担忧。然而，尽管这些数字令人鼓舞，超过50%的受访者仍然认为安全性是一个持续的担忧，而47%的人表示担心潜在的安全故障。这些只是我们几个月来从传闻中了解到的一些趋势数据。
Antic notes that have been shared by people like George who said a 7 minute wait it was $1.95 for a robot taxi ride compared to $13. And for the robot taxi service in Austin over the weekend where the winter storm rolled through Tesla did shut down operations around 1pm and then opened it back up later that night around 8.30. But then David said the service has been offline since that last ride and to confirm Weimo has been offline longer. And that post was as of Sunday morning. And important data point David took 39 robot taxi rides in Austin the past few days and zero of them were unsupervised. So clearly most of the fleet is still indeed supervised.
Antic 提到，有人分享了类似乔治这样的经历，他表示等待了7分钟，乘坐机器人出租车只花了1.95美元，而相比之下，普通出租车需要13美元。在奥斯汀的机器人出租车服务方面，当周末冬季风暴来袭时，特斯拉确实在下午1点左右暂停了运营，但当天晚上约8:30又重新开放。然而，David 说从他最后一次乘坐后，服务一直处于离线状态，而维魔(Waymo)的离线时间更长。这篇发布的时间是星期天早晨。而值得注意的是，在过去几天里，David 在奥斯汀总共乘坐了39次机器人出租车，没有一次是无人监督的。因此，很明显大多数车队仍然有监控。
But as of Sunday afternoon the service was back open despite the very icy ice rink like conditions. And David did say even though Tesla shut down the robot taxi service for a few hours over the weekend robot taxis were still out on the roads likely collecting data. And there's been a lot of controversy about if these robot taxi model wise are actually stock we know that technically they're not we've known about the GPS and extra communications hardware to connect to the remote operations in the back of the vehicle. But there have been some other changes now too as the side repeater cameras now have automatic washers. And yes I would guess that in time this feature will roll out to the general fleet as well.
截至周日下午，尽管道路上的冰层如同溜冰场般光滑，服务已经重新开放。David 表示，尽管特斯拉在周末暂停了几小时的机器人出租车服务，但这些车仍然在路上行驶，可能是在收集数据。关于这些机器人出租车（特别是 Model Y）的所有权是否归属于个人的争议很多。我们知道，从技术上讲它们不属于私人所有，因为它们内置了 GPS 和额外的通信设备，可以连接到车辆后部的远程操作系统。此外，现在也有了一些新变化，比如侧面摄像头具备了自动清洗功能。我猜想，这项功能最终也会推广到整个车队。
But already on the customer fleet we have some other hardware changes too. If you have a new model wide performance and you want to figure out how to talk you've hardware 4.5 there's a little pull tab right here just pull the down and if you look right in here you'll see the label I should say hardware 4.5. The past few days there's been a lot of speculation that this hardware 4.5 is bringing a third system on chip setup. People are talking about things like boosting compute power and improving redundancy. But for now as far as I can tell that is just speculation I know green the only has seen things in the firmware in the past that would hint that's a possibility.
在客户的车队中，我们已经进行了一些其他硬件更改。如果您有一个新的型号，并且想要了解如何查看您是否拥有硬件4.5，这里有一个小标签，拉下来后您可以看到一个标签，上面应该写着硬件4.5。过去几天，有很多关于硬件4.5的猜测，人们在谈论比如提升计算能力和改进冗余性。但就目前而言，据我所知，这还只是猜测。我只在固件中看到过一些可能暗示这个可能性的东西。
But personally I'm not yet ready to say that there's a third system on chip for these cars with hardware 4.5 that are now shipping to customers. And this photo was shared of the additional vehicle information for one of these vehicles with hardware 4.5. But in the car it's still saying FSD computer 4 which means so far there really isn't anything customer facing that might be different with this hardware 4.5. I did find this text thread with a Tesla representative the customer was asking about the manufacturing date for hardware 4.5 which is listed in the parts catalog for $2,300 and the Tesla rep said it looks like those chips were installed on vehicles at the beginning of this month. So it would be safe to say any new build will have the latest hardware 4. But as always with this in the past we have seen Tesla reps get things wrong and have conflicting information so you cannot treat this as gospel.
但就我个人而言，我还不敢断言目前交付给客户的这些配备硬件4.5的车里有第三个系统芯片。而这张照片展示了其中一辆配备硬件4.5的车的附加车辆信息。但车内显示的仍然是FSD计算机4，这意味着到目前为止，硬件4.5在客户使用上并没有任何明显不同。我找到了一段与特斯拉代表的文字对话，客户询问4.5硬件的生产日期，该硬件在零件目录中列价为2,300美元。特斯拉代表表示，这些芯片似乎是在月初安装到车辆上的。因此，可以说任何新生产的车辆都有最新的硬件4。但是，和以往一样，我们看到过特斯拉代表提供错误信息或信息不一致，所以不能完全当真。
And just to confirm here's that screenshot car computer hardware 4.5 unit price $2,300. And there have also been images like this of new model wise with a new front camera housing on the windshield which has a different enclosure than the outgoing models which we're thinking will help with the off-gassing and it's been those vapors that are rising getting trapped in this housing leading to condensation and this hazy like film or residue that can sometimes include the cameras. So obviously with this new design that is shipping on customer vehicles now this new housing is very similar to what we've seen on the cyber cab and what we're seeing in many robotaxi builds.
为了确认这点，这里有一张截图：汽车电脑硬件4.5，单价为$2,300。此外，还有一些类似的新车型图片，这些车型在挡风玻璃上配备了新的前置摄像头外壳，其设计不同于旧款车型。我们认为这种新设计有助于减少气体的排放，因为气体往往会聚集在旧版外壳中，导致凝结现象和模糊的薄膜或残留物覆盖摄像头。因此，显然这种新设计已经在客户车辆上使用，并且与我们在Cyber Cab和许多无人驾驶出租车中看到的设计非常相似。
And the idea is that it's going to block this cabin air exchange and ultimately prevent those vapors from getting into the enclosure. So the customer fleet right now is getting some of these robotaxi updates but not all. We still have not seen any side repeater camera washers on the customer fleet. And per the usual I could speculate about what hardware 4.5 is going to bring but right now we just don't know exactly what it's connected to. So let me be very clear here this whole hardware 4.5 could be nothing more than just some minor hardware changes that ultimately are just cost savings for Tesla and don't really change anything about the car for the customer.
这个想法是为了阻止舱内空气交换，从而防止这些蒸汽进入封闭空间。目前，客户的车辆正在接收部分自动驾驶出租车的更新，但并不是全部。我们仍然没有在客户的车辆上看到侧翻摄像头清洗器。就像往常一样，我可以猜测硬件4.5会带来什么改变，但目前我们还不清楚它具体会涉及到什么。所以我要非常明确地说明，整个硬件4.5可能只是一些小的硬件变化，这些变化最终只是在成本上为特斯拉节省了一些开支，对客户的汽车没有实质性的影响。
And for whatever it's worth so far most of these hardware 4.5s have been in model-wide performance vehicles. So just know right now globally Tesla is in the midst of a decent amount of hardware changes for both the robotaxi and customer fleet. We now have all model-wide trims from Gigaburlin that do officially come with a bigger 16-inch QHD screen including the standard model-wide but so far in the US the standard model-wide is stuck with a 15.4 inch screen.
目前来看，硬件4.5版本主要应用在全系车型的高性能汽车上。需要知道的是，现在全球范围内，特斯拉正对其自动驾驶出租车和客户车辆进行大量硬件升级。我们现在拥有来自柏林超级工厂的所有全系车型，这些车型都标配一个更大的16英寸QHD屏幕，包括标准全系车型。但截至目前，在美国，标准全系车型仍然配备的是15.4英寸的屏幕。
And yes I'd be comfortable saying whether it's days, weeks, or months eventually that will change in the US. Meaning in the US sometime soon I would expect the model-wide standard to get the bigger 16-inch screen too. And Tesla has also been updating the interior ambient light strips from a silver color now to a gray black color. And I know that for the average person these changes don't mean that much but for people like you and I who like being in the weeds and following all of this tech stuff this is why I would say be cautious buying a Tesla right now. Clearly Tesla is in the process of figuring out exactly what hardware is going to be needed to get to unsupervised.
是的，我愿意说，在接下来的日子、几周或几个月内，美国的情况会有所变化。也就是说，我预计在不久的将来，美国的标准车型也将配备更大的16英寸屏幕。同时，特斯拉也在将内饰氛围灯条的颜色从银色更新为灰黑色。我知道，对于普通人来说，这些变化可能没那么重要，但对于像你我这样喜欢深入了解技术的人来说，这就是为什么我会建议现在购买特斯拉要谨慎。显然，特斯拉正在摸索到底需要使用什么硬件来实现无人监管驾驶。
And just like it always does it's not going to roll out everything at once because we have to remember the supply chains need time to spin up. So factory by factory model by model we'll start to see all of these changes. And I know it can be frustrating as a Tesla owner. I myself have an AI for a car but I have no front bumper camera, I have the gray interior headliner, I have the outdated front camera housing and so on. But with all that said my hope is that once Tesla knows exactly what is needed for unsupervised then a lot of these micro changes like this will have largely been figured out and not that Tesla will get stagnant.
就像往常一样，这些变化不会一次性全部推出，因为我们必须记住供应链需要时间来运转。所以会逐步在各个工厂、各种车型间实现这些变更。作为特斯拉车主，我明白这种等待是令人沮丧的。我自己有一辆配备 AI 的汽车，但没有前保险杠摄像头，车顶内衬是灰色的，前摄像头外壳也过时了等等。不过，尽管如此，我希望一旦特斯拉明确了实现无人监督驾驶所需的具体条件，这些微小的变更基本上都能得到解决，同时特斯拉不会因此而停滞不前。
But flurries of changes like this that we can't make full sense of I think will be less likely. So I'll certainly keep a close eye on what's going on with hardware 4.5 and all of these changes to separate what's just opinion and speculation and what's fact. At this point I really hope all of you know who Alex Honnold is. If not please check out his Netflix special type A101 and then do not miss the documentary free solo. It's some of the most fascinating and inspiring stuff you'll see.
这样的频繁变化，我们很难完全理解，我认为将来会越来越少。所以我肯定会密切关注硬件4.5的动态，以及所有这些变化，以便区分哪些是仅仅是观点和猜测，哪些是事实。此时，我真的希望你们都知道Alex Honnold是谁。如果不知道，请查阅他在Netflix上的特别节目类型A101，然后一定不要错过纪录片《徒手攀岩》。这绝对是你会看到的一些最吸引人和激励人心的内容。
And I'll just say it, I think what Alex did on L Capitan is the most impressive athletic performance maybe ever. It's at least in the conversation when you consider what it took mentally and physically. It's just nuts. And guess what? Alex has said that AG1 is a part of his healthy morning routine. He said quote, it helps me feel generally well, sick less often, fewer stomach issues, etc. And this man plays the game at the highest level. So if AG1 is his go to then I'm quite encouraged about the 75 plus quality vitamins minerals and nutrients being in my routine as well. So don't just take it for me but there are reasons why it's my multivitamin probiotic support, superfoods, stress adaptogens and immune and cognitive support in one daily scoop.
我就直说吧，我认为亚历克斯在酋长岩的表现可能是有史以来最令人印象深刻的运动表现之一。考虑到他在心理和身体上的付出，这至少是值得一提的，简直太疯狂了。你知道吗？亚历克斯表示，AG1是他健康晨间习惯的一部分。他说：“它让我整体感觉良好，较少生病，胃部问题也减少。” 这位运动员在最高水平上比赛，所以如果AG1是他的首选，我也对它的良好效果充满信心。AG1含有75种优质维生素、矿物质和营养物质，我也将其加入我的日常习惯中。别只听我说，还有许多理由让我选择它作为我的多种维生素、益生菌支持、超级食物、压力适应剂以及免疫和认知支持，每天只需一勺。
Now with different flavors, it's a quick easy way to get my nutritional baseline. So if you want to support the channel in this way, you may not have that opportunity much longer. No promises, but you can use my link below to get a free AG1 flavor sampler and AGZ sampler to try all the flavors. Plus a free vitamin D3K2 and AG1 welcome kit with your first AG1 subscription order. It's drinkag1.com slash electrified or you can use the QR code on the screen.
现在有了不同的口味，这是我快速获取基础营养的简便方法。所以如果你想以这种方式支持我的频道，可能没有太多机会了。这里不做保证，但你可以使用下面的链接免费获取AG1口味体验包和AGZ体验包，来尝试所有口味。再加上你的首个AG1订购订单，还能免费获得维生素D3K2和AG1欢迎套装。请访问drinkag1.com/electrified，或者你也可以使用屏幕上的二维码。
Tesla has told workers during a town hall recently that it plans to begin collecting data to train optimists at the Austin Gigafactory. Tesla is looking to train optimists how to operate in the Texas facility, adding it was targeting a February start date. The optimist data collectors in Fremont are typically kept separate from the general factory workers to avoid interfering with output. And there in Fremont the data collectors have recorded themselves organizing vehicle parts and working on conveyor belts. The videos are then used to teach optimists how to mimic the same movements.
特斯拉最近在一次员工大会上告诉工人们，公司计划开始收集数据，以培训乐观者（optimists）在奥斯汀的超级工厂工作。特斯拉希望培训这些乐观者如何在得克萨斯的工厂操作，并表示计划在二月份开始。位于弗里蒙特的乐观者数据收集员通常与普通工厂工人分开，以避免干扰生产。在弗里蒙特，这些数据收集员会录制自己整理车辆部件和在传送带上工作的过程。这些视频随后被用于教导乐观者模仿相同的动作。
Full disclosure, this article is from business insider, but they said Tesla's optimist trainers are outfitted with large helmets with cameras that point in several directions. The helmet is attached to a heavy backpack which can be unwieldy at times. Tesla has experimented with a lighter fanny pack setup, but it's unclear if Tesla will use that in the factory data collection. The town hall also covered non-optimist developments. The company is working on updating several production lines and construction will continue to be ongoing at the factory.
全文披露，这篇文章来自《商业内幕》。他们提到特斯拉的Optimus训练人员佩戴着装有多个方向摄像头的大型头盔，这些头盔连接到一个笨重的背包，有时可能不太方便。特斯拉曾试验过较轻便的腰包装置，但尚不清楚是否会在工厂的数据收集中使用。会议还涉及了一些非Optimus的发展，公司正在更新多个生产线，并且工厂的建设将持续进行。
Naturally, I would love to think that Tesla will be getting optimist ready to train on the new Unboxed CyberCab manufacturing lines. Obviously not so they're ready to start in April when CyberCab production starts, but for whenever the time comes and optimists is ready, whether it's later this year or into 2027, we've talked a lot in the past about how optimists should be well suited to work on this new Unboxed manufacturing method. And maybe, just maybe, that's exactly what Tesla will start training for in February. As we know, just two months out, Tesla is definitely gearing up for CyberCab production in Austin.
当然，我希望特斯拉能够乐观地准备好在新的Unboxed CyberCab制造线进行训练。显然，他们不可能在4月CyberCab开始生产时就准备好，而是在乐观者（optimists）准备好的时候，无论是今年稍晚还是到2027年。我们过去曾多次讨论过，乐观者应该非常适合参与这种新的Unboxed制造方法。或许，特斯拉将在2月开始为此进行培训。我们知道，距离现在仅两个月，特斯拉显然正在奥斯汀全力以赴为CyberCab生产做准备。
Now, just briefly on the autopilot and FSD situation people have been talking about it for a few days, everyone wants to know if you spend $8,000 on FSD outright right now, will that lock you in for unsupervised when it ships? A Tesla rep said in this conversation that was shared when the unsupervised version becomes available, you will not be charged any additional fee for that upgrade if you've paid the $8,000 for FSD already. But again, just because one Tesla rep said it does not make it a fact.
最近几天，有关自动驾驶和全自动驾驶（FSD）的情况引起了很多讨论，大家都想知道如果现在直接花费8,000美元购买FSD，在无人监督模式推出时，是否能确保自己能使用该功能。一位特斯拉的代表在对话中表示，如果你已经支付了8,000美元购买FSD，当无人监督版本可用时，你不会需要支付额外费用进行升级。但需要注意的是，仅凭一位特斯拉代表的说法，不能完全确定。
And further, would a chat like this be legally binding in the future? I'm not sure. Here's my main concern with all of this. I think most people are thinking, well, if I pay for FSD now, I'll have unsupervised for the life of that vehicle. And maybe that's the case, but my question becomes what about on the insurance side? Because don't forget, when unsupervised ships that actually means Tesla is taking the liability. And for a long time, I've thought Tesla would be the company to self-insure unsupervised.
进一步说，将来这样的聊天会有法律约束力吗？我不太确定。我对此的主要担忧是，我认为大多数人都在想，如果我现在为全自动驾驶（FSD）付费，我在这辆车的使用期内就会有无人监督的驾驶功能。也许情况是这样的，但我的问题是保险方面怎么办？因为别忘了，当无人监督驾驶上线时，这实际上意味着特斯拉要承担责任。很长一段时间以来，我一直认为特斯拉可能会成为为无人监督驾驶车辆自保的公司。
So do we really think Tesla is going to take on all of that insurance liability for free with unsupervised? So all I'm saying is that going from supervised to unsupervised brings with it a major liability shift and I don't think that's going to be free. And who knows, maybe it's as simple as you do get access to unsupervised without paying more, but then you have to pay extra for the insurance aspect. And the only rational reason I can think of why Tesla has not just come out and given everybody more clarity on the situation is because Tesla itself doesn't yet have the clarity it needs.
所以，我们真的认为特斯拉会免费承担所有无人监管驾驶带来的保险责任吗？我想说的是，从有人监管过渡到无人监管会带来重大责任的转移，我认为这不会是免费的。谁知道呢，也许你确实可以在不支付更多费用的情况下使用无人监管功能，但你可能需要为保险方面支付额外费用。而我能想到特斯拉至今没有明确说明这一情况的唯一合理原因是，特斯拉自己也尚未完全明确。
They're not exactly sure how all of this is going to play out or on what timeline, which is why Elon said the $99 a month for supervised FSD will rise as FSD's capabilities improve. The massive value jump is when you can be on your phone or sleeping for the entire ride, which is unsupervised FSD. And to be clear, Elon was talking about a massive value jump, not necessarily a massive cost jump to go to unsupervised. So frankly right now it's about as clear as mud how all of this will play out.
他们还不确定这一切将如何发展，也不确定具体的时间表，这就是为什么Elon提到每月$99的FSD（全自动驾驶）监督版本费用会随着FSD功能的提升而上涨。当你可以在整个行程中玩手机或睡觉时，就是进入无监督FSD的时候，这将是一个巨大的价值提升。但需要明确的是，Elon提到的是价值的大幅提升，而不一定是无监督FSD费用的大幅增加。因此，坦白说，目前对于这一切将如何发展还是不太明朗。
And on Tesla's choice to remove autopilot in the US and Canada and just leave traffic aware cruise control as the base ADAS. The term autopilot has been abused and misunderstood and conflated with FSD for a long time. There were legal actions pending against Tesla in California if they didn't stop using the autopilot name. And there were many Tesla customers that thought they were using FSD when in reality they were using autopilot. Ultimately I think it's far too early to jump to conclusions about what Tesla is going to have as standard ADAS features.
关于特斯拉在美国和加拿大移除自动驾驶仪，只保留带有交通感知功能的巡航控制作为基础高级驾驶辅助系统的选择。长期以来，“自动驾驶仪”这个术语被滥用和误解，并与完全自动驾驶（FSD）混为一谈。如果特斯拉不停止使用“自动驾驶仪”这个名称，加利福尼亚州将对其采取法律行动。而且，有许多特斯拉客户误以为他们正在使用FSD，但实际上只是运行自动驾驶仪。最终，我认为现在就对特斯拉将提供哪些标准高级驾驶辅助系统功能下结论还为时过早。
It's a fluid situation, Tesla's figuring things out, it's going to continually test the market for elasticity. And so it's hard to do but we have to give Tesla some time to sort through what it's going to do. And just a reminder for now, the last day to buy FSD outright is February 14th. And the only other thing I'll say because I get a lot of questions about this, my biggest concern with buying FSD is that it's still tied to the VIN. Meaning if God forbid you were to get in an accident beyond just minor repairs, basically that $8,000 goes up in smoke.
这是一个不断变化的情况，特斯拉正在摸索出路，会不断测试市场的弹性。因此，这事情不容易，但我们需要给特斯拉一些时间来处理它将做什么。提醒一下，目前直接购买FSD（完全自动驾驶）的最后一天是2月14日。另外，因为我经常被问到这个问题，我最大的顾虑是购买FSD仍然与车辆识别码（VIN）绑定。意思是，如果不幸发生重大事故，而不仅仅是小修，基本上你花的那8000美元就打水漂了。
Whereas if it was tied to your personal account to give you one license to use on one car, that would give me and a lot of other people a lot more peace of mind. And I will say I think Tesla is failing miserably in the communication department on all of this. So many people are just not going to make a decision because they don't have enough data or surety about what they're actually buying and how this will work. And like I said, Tesla might not have all of the answers itself but don't go changing all of these things until you do.
如果这项服务与您的个人账户绑定，让您可以在一辆车上使用一个许可，那将会让我和许多其他人更加安心。我必须说，我认为特斯拉在沟通方面做得很糟糕。很多人因为没有足够的数据或对所购产品及其运作方式的明确了解，而无法做出决定。正如我所说，特斯拉可能自己也没有所有答案，但在没有答案之前，不要随意更改这些东西。
And don't give people timelines and shot clocks without giving them the data they need to make a good decision. There's been a lot of talk about this new kill switch that's coming in all of these cars. But the truth is back in 2021, Congress passed a bill, those called the Infrastructure Investment and Jobs Act. And one part of that, section 24-2-20, said that car makers had to put in special tech and new cars to stop people from driving if they were drunk or impaired or drowsy.
不要给人们设定时间表和最后期限，却不给他们做出明智决定所需要的数据。关于所有这些新车中即将安装的新型关闭开关，已经有很多讨论。但事实上，早在2021年，国会通过了一项法案，名为《基础设施投资和就业法案》。该法案中的第二十四章第二百二十节要求汽车制造商在新车中安装特殊技术，以防止人们在醉酒、受损或困倦的情况下驾驶。
So if the cameras or sensors thought you weren't capable, then maybe it wouldn't let the cars start or would force it to slow down, and so on. Well, last week the House of Representatives voted to basically stop that part of the bill. But the vote failed, so ultimately nothing has changed. Plenty of people were on social media saying the government's now putting these kill switches in cars, meaning it can stop your car if you go somewhere it doesn't want you to.
所以，如果摄像头或传感器认为你不具备驾驶能力，那么汽车可能就不会启动，或者会被迫减速等等。上周，众议院投票试图取消法案中的这一部分，但投票未通过，所以最终没有任何改变。许多人在社交媒体上表示，政府现在在汽车中安装了这些关闭开关，这意味着如果你去政府不希望你去的地方，它就能停下你的汽车。
And I'm not even sharing my opinion here, I'm just saying that ultimately nothing has changed. That rule from 2021 is simply staying in place as it was. So ultimately it's still going to fall in Nitz's hands. They're the ones that have to figure out exactly how they're going to implement this new technology. And guess what, they were supposed to be done with that by the end of 2024, but fancy that, they're running late.
我在这里甚至没有分享我的观点，我只是说最终什么都没有改变。2021年的规定只是保持原样不变。因此，最终这件事还是交到Nitz手上。他们必须弄清楚如何具体实施这项新技术。你知道吗，本来他们应该在2024年底前完成，但很明显，他们已经落后了。
The thought is maybe they figure out the rules toward the end of this year and then it starts being implemented into new car models around 2027. So the truth is we have no idea how Nitz will actually implement this, but for now I just wanted to make it clear this isn't really some overarching kill switch where the government will just sit there watching driving around and push a button and then your car stops and you're out of luck.
这个想法是，他们可能会在今年年底前制定出相关规则，然后在 2027 年左右开始应用到新车型中。实际上，我们并不知道 Nitz 将如何真正实施这些规则，但我想澄清的是，这并不是某种政府可以通过按钮停止你汽车的控制装置。政府不会在一旁监视你的驾驶，然后按下按钮让你的车停下，使你陷入困境。
And who knows, given the political landscape, anything is possible in the future, but I'm just saying we are not there yet. And the big elephant in the room autonomy is certainly going to change how and why these things need to be implemented if at all. Hyundai Motor recently did some testing of different autonomous systems, one of which was the Atria AI, its own autonomous project.
在现今的政治环境下，未来可能会发生各种意想不到的事情，但我只是想说，我们目前还没有到这个阶段。一个明显的问题是：自主技术肯定会改变实施这些系统的方式和原因，甚至可能不需要实施。最近，现代汽车进行了一些不同自动驾驶系统的测试，其中之一是他们自己的自动驾驶项目Atria AI。
And Hyundai's advanced vehicle platform, AVP division, gave a score of 25 out of 100 to its own Atria AI in terms of technological sophistication. Tesla's autonomous tech scored 90 out of 100, Huawei was 70, mobile I 50 and Momenta was at 50. And there are voices within the company that want Hyundai Motor to retain the Atria AI brand while using Alpamaio as its foundation model.
现代汽车的先进车辆平台（AVP）部门对其自主开发的Atria人工智能的技术复杂程度评分，仅为100分中的25分。相比之下，特斯拉的自动驾驶技术得分为90分，华为为70分，Mobileye和Momenta均为50分。公司内部有意见认为，现代汽车应保留Atria AI品牌，同时使用Alpamaio作为其基础模型。
AKA let's tell the world we've developed our own thing, but behind the scenes we're really using the solution from Nvidia. Meanwhile, they're saying because of this evaluation, Hyundai could give up the project altogether and instead use Nvidia's Alpamaio. So just one more anecdote that legacy auto is still completely clueless on what it needs to do with FSD. Eric, the lead engineer for CyberCab said there are dozens of CyberCab testing around the country today ubiquitous everywhere as we scale. That sharing a post from the Robotexi account, where the CyberCab was testing in Alaska. Eric said the ingress and egress will be better on this product than regular vehicles even in tight spaces. The width of the car relative to standard parking spaces, the hinge axis pulling the lower door out as it opens for more foot and leg space and the power function.
好的，让我们告诉世界我们开发了自己的东西，但实际上我们在幕后用的是Nvidia的解决方案。同时，他们说由于这个评估，现代汽车可能会放弃这个项目，转而使用Nvidia的Alpamaio。这只是又一个例子，说明传统车企在全自动驾驶方面仍然完全不知所措。CyberCab的首席工程师Eric说，今天全国各地有几十辆CyberCab正在测试，随着我们的扩大规模，它们无处不在。他分享了一条来自Robotexi账号的帖子，帖子中展示了在阿拉斯加测试的CyberCab。Eric表示，这款产品的进出便利性比普通车辆更好，即便在狭小空间也是如此。车身与标准停车位的相对宽度，开门时下门的铰链轴拉出来为双脚和腿部提供了更大的空间，还有电动功能。
In an upcoming Tesla software update, there's a new feature. Charging can now be stopped and the charge cable released by pulling and holding the rear left door handle for three seconds, provided the vehicle is unlocked or a recognized key is nearby. So Europe has had this one for a while, but it'll be new to North America. I'm not sure what to make of this one. Definitely a rumor for now, but Ming said Tesla China is expected to debut a new Model YL Plus in Q2 or Q3 of this year. And they're saying it'll have an 88 kilowatt hour battery pack, which would be compared to the 82 kilowatt hour pack on the current Model YL. Further than that, we really don't know what else would be different with this trim.
在即将到来的特斯拉软件更新中，将新增一个功能。现在可以通过拉住并按住车辆左后侧门把手三秒钟来停止充电并释放充电线，但前提是车辆已解锁或附近有识别的钥匙。欧洲早就有这个功能了，但对北美来说是新鲜事。目前这还只是个传闻，不过Ming表示，特斯拉中国预计将在今年第二或第三季度推出新款Model YL Plus。据说这款新车型将配备88千瓦时的电池包，相较于现有Model YL的82千瓦时电池来说更大。除此之外，关于这款新车型的其他变化我们暂时还不了解。
And this is one of those accounts that sometimes gets things right and other times not so much, so we'll just have to wait and see. Tesla is now sending out FSD14.2.2.4 to the initial waves of customers. Figure shared some new videos today about its Helix 2 saying it's the most powerful model to date. It's using the whole body to do dishes and to end and it's fully autonomous. They touted long horizon local manipulation, meaning it performs continuous, multi-minute tasks that demand the full integration of locomotion, dexterity, and sensing. Helix O2's tactile sensing and palm cameras unlock manipulation tasks beyond pure vision-based policies.
这是一种有时候能说对但有时候又不太靠谱的说法，所以我们只能等待结果。特斯拉现在正在向首批客户推出FSD14.2.2.4。Figure 今天分享了一些关于其 Helix 2 的新视频，称这是迄今为止功能最强大的型号。它可以用整个身体来洗碗和完成其他任务，并且可以完全自主操作。他们宣称具有长期的本地操作能力，这意味着它可以执行多分钟的连续任务，这些任务需要运动能力、灵巧度和感知能力的全面整合。Helix O2 的触觉感应和手掌摄像头让其能够完成超越单纯依赖视觉的操控任务。
They said we demonstrate four tasks at the frontier of multi-fingered dexterity, to which I would say, until Tesla releases its demo of Optimus V3. Brett Adcock said this has been a year-long effort to realign our AI stack to work on long-time horizons and complex manipulation and locomotion tasks. The real breakthrough that figure is touting here is how to date a lot of humanoids will be told to do a simple short task. Grab one thing, walk here, put this apple in the basket, put this dish in the dishwasher, and so on. But here, Helix O2 is showing it can do a full four-minute chore completely by itself, meaning you tell it what to do and then on its own, according to figure, it goes to the dishwasher, opens it, takes out dishes one by one, carries them across the kitchen, puts them away, loads up the dishwasher, and then starts the machine, all without any human intervention.
他们说，我们展示了在多指灵巧性前沿的四项任务，但我会说，看特斯拉何时发布Optimus V3的演示。Brett Adcock表示，这是一年来努力调整我们的AI架构以应对长期目标并处理复杂的操作和运动任务。Figure在这里宣称的真正突破在于，以往许多类人机器人通常只被指示完成简单短暂的任务，比如抓起一个东西、走到某个地方、把这个苹果放进篮子里、把这个盘子放进洗碗机等等。但在这里，Helix O2展示了它可以完全独立完成一个长达四分钟的家务活，也就是说，你告诉它要做什么，然后它就能自己行动。按照Figure的说法，它会去到洗碗机前，打开洗碗机，一一取出盘子，穿过厨房，把它们收好，再装满洗碗机，最后启动机器，整个过程无需任何人工干预。
And if you see in the video, there is one point where it actually uses its hip to close a drawer or its foot to lift the dishwasher door when the hands are full. And the videos of the dexterity, where it's unscrewing a bottle cap and picking out a pill out of a medicine box, pushing 5ml out of a syringe and grabbing small pieces out of a messy pile. So in short, the blog post that figure also put out is really talking about how now figure can see and feel, walk, grab, balance, and correct its own errors all in one smooth continuous operation for a few minutes at a time.
在视频中，你会看到有一个场景，机器人用臀部关上一个抽屉，或用脚抬起洗碗机的门，因为它的手已经满了。还有一些展示灵巧性的片段，比如旋开瓶盖，从药盒中取出药片，从注射器中推出5毫升液体，以及从一堆乱中抓取小物件。总之，博客文章中提到的这个机器人现在能够观察、感知、行走、抓取、保持平衡和纠正自己的错误，而且可以连续流畅地执行这些操作达几分钟之久。
And yes, I know the robot's doing things slowly, but again, it's a robot, it's very early and that's to be expected. And I have to say, just watching the videos and taking what figure is saying at face value and I'm pretty impressed. But as always, we have to balance what we're seeing here with what Elon said that Optimus is going to be 100 times harder than FSD. And the fact that Ark Invest said humanoids will be 200,000 times harder than autonomous driving. So I'll let you balance all of that on your own.
是的，我知道这个机器人动作很慢，但毕竟它是个机器人，而且这还处于很早期的阶段，这种情况是可以预料的。我必须说，仅仅通过观看这些视频，并相信这些数据显示的内容，我还是很印象深刻。但我们必须谨记，要将目前看到的情况与埃隆·马斯克所说的乐观承诺相平衡，他曾表示Optimus将比自动驾驶困难100倍。而且，Ark Invest也指出，人形机器人将比自动驾驶难度高出20万倍。所以，如何权衡这些信息，就留给你自己思考了。
I do really think it's awesome progress, but ultimately you need to zoom out and understand that right now the breakthrough is a humanoid doing things on its own for a few minutes. And of course I'm biased, but I will say this makes me even more excited for what Tesla is going to debut hopefully in a few months. And GM just said that it will end production of the Chevy Bolt EV at its plant in Kansas, replacing the EV with gas powered models. The company confirmed production of the 2027 Chevy Bolt EV will conclude in about 18 months shortly after the model arrives at dealerships. So that Kansas factory is now shifting to making combustion vehicles.
我确实认为这是很棒的进展，但最终你需要跳出眼前的视角来理解，目前的突破是在于一个类人机器人可以自主工作几分钟。当然我承认我有偏见，但我想说这让我对特斯拉即将在几个月内发布的新产品更感到期待。而通用汽车刚刚宣布，将在堪萨斯工厂停止生产Chevy Bolt电动车，并用燃油车型取而代之。公司确认2027款Chevy Bolt电动车的生产将在大约18个月后结束，这个时间刚好是该车型抵达经销商不久之后。所以，现在那个堪萨斯工厂正在转向生产燃油车。
As GM continues to make a significant pivot to reassess demand for EVs tomorrow. Wednesday is Tesla's earnings day. Hope you all enjoy it ahead of that. Elon just said space space industries will vastly exceed the value of all of Earth given that you could harness roughly 100,000 times more energy than Earth and still be using less than a millionth of the Sun's energy.
通用汽车正在大力调整战略，以重新评估对电动车的需求。而明天，星期三，是特斯拉的财报日。希望大家在此之前有所期待。埃隆·马斯克刚刚表示，太空产业的价值将远远超过地球上所有产业的总和，因为在太空中所能利用的能量大约是地球的10万倍，而这仅仅用了太阳能量的百万分之一。
He then said also due to autonomy, Tesla is worth more than the rest of the auto industry. That's before Optimus reaches scale production and increases Earth GDP by an order of magnitude. So really the question now is can you be patient for long enough?
他接着说，由于自动驾驶技术，特斯拉的价值已经超过了其他所有汽车行业的公司。这还是在Optimus实现大规模生产并将全球GDP提升一个数量级之前的情况。所以现在真正的问题是，你能否足够耐心地等待？
Tesla's stock closed the day at $430.90 down 0.99% while the NDX was up 0.88%. It was an incredibly low volume day trading 46% below the average. No surprise though as everybody waits to see what happens tomorrow.
特斯拉的股票当天收盘价为430.90美元，下跌了0.99%，而纳斯达克100指数则上涨了0.88%。当天的交易量非常低，比平均水平低了46%。不过，这并不令人意外，因为大家都在等待明天会发生什么。
Don't forget for those interested check out AG1 links below. As I mentioned, no promises but it might be one of the last chances to support electrified in that way. Hope you all have a wonderful day and a huge thank you to my Patreon supporters.
对于感兴趣的朋友，不要忘记查看下面的AG1链接。正如我提到的，不敢保证什么，但这可能是以这种方式支持Electrified的最后机会之一。希望大家都能度过美好的一天，非常感谢我的Patreon支持者们。