Tesla Robotaxi Concept Revealed! + TSLA Stock Soars, Strong China Production

Hey everybody Rob Maye here, welcome back to Tesla Daily. Today we've got a lot to go through including some possible new details on Tesla's Robotaxi vehicle concept.

大家好，我是Rob Maye，欢迎回到《特斯拉日报》。今天我们将涉及许多内容，包括特斯拉自动驾驶出租车概念的一些新细节。

I also got a note from Adam Jonas, a really nice day of course for the stock, and a few other things as well.

我还收到了Adam Jonas的一张便条，当然对于股票来说是非常好的一天，还有其他一些事情。

So taking a quick look at the stock, Tesla today up 10.1% closing at $273.58. The Nasdaq, nice day, only up 1.1% so Tesla a really big outperformance today.

快速浏览一下股票行情，特斯拉今天涨了10.1%，收盘价为273.58美元。纳斯达克表现不错，仅上涨了1.1%，所以特斯拉今天表现出色。

I think there are a handful of contributors to that outperformance, but the one that is getting the most attention is an updated note from Adam Jonas, we'll talk about that in a second.

我认为导致业绩超出预期的因素有几个，但其中最受关注的是亚当·乔纳斯的更新报告，我们马上就会谈到。

We also got some pretty positive news out of China, and the Musk biography, more and more continues to leak out about this, so who knows how much of an impact those details, or even details that we haven't heard about yet, are having.

我们也从中国得到了一些非常积极的消息，而且马斯克的传记越来越多的消息开始流传出来，所以谁知道这些详情，或者甚至我们还没有听说的详情会产生多大的影响呢。

Either way this 10% day for Tesla, this is the best day since January 26th and 27th, both of those days back to back plus 11%. Outside of those you have to go back all the way to January 2022, so top 3 day today over almost the last two years, which I'll obviously happily take that.

无论如何，对特斯拉来说，这是自1月26日和27日以来最好的一天，当天收益率为10%。除了这两天连续升幅11%外，你必须追溯到2022年1月往前才能找到类似的走势。所以今天是近两年来排名前三的一天，对此我当然非常高兴。

But the reason for it may be a bit more suspect, the headlines around this Adam Jonas note today talk about how Jonas sees a possible $500 billion opportunity for Tesla from Dojo. Mm, okay, multi-hundred billion dollar opportunity sounds a little bit familiar.

但其中的原因可能有些可疑，关于亚当·乔纳斯的那份备忘录的标题今天谈论了乔纳斯如何看到特斯拉从Dojo项目可能获得5000亿美元的机会。嗯，好吧，数千亿美元的机会听起来有点眼熟。

If we go back to the Q1 earnings call, Elon basically said the same thing, he said potentially a multi-hundred billion dollar level of opportunity for Project Dojo. So Elon, one of the greatest entrepreneurs and generators of value in history, says it, well, we can ignore it, better not pay any attention to it, but Adam Jonas says it, well, I guess we better listen.

如果我们回顾第一季度的财报电话会议，埃隆基本上说了同样的话，他提到Project Dojo具有潜在的数千亿美元的机会。所以埃隆，作为历史上最伟大的企业家和价值创造者之一，他说了这样的话，我们可以选择忽略它，最好不要关注它，但亚当·乔纳斯说了这样的话，我猜我们最好还是听听。

So that's not meant as a slight Adam Jonas, it's just to highlight the ridiculousness of how the market can work at times.

所以，这并不是对亚当·乔纳斯的轻视，只是为了突出市场有时候的荒谬性。

Now there's obviously a lot more nuance to it than that, but just kind of amusing, we're not going to spend a ton of time on this note because I do actually think that it's stuff that we've pretty much talked about, and I think the headline tells us what we need to know beyond that, and that's that Adam Jonas's upgraded Tesla back to overweight, he's got a $400 price target now up from $250, and he lays out how Tesla, putting the resources they are putting into Dojo, could actually have a long-term benefit.

现在很明显还有很多细微差别，但有点有趣的是，我们不会在这个笔记上花费太多时间，因为我实际上认为这些东西我们已经基本讨论过了，而且我认为标题告诉我们除此之外我们还需要知道的信息，那就是亚当·乔纳斯升级了特斯拉的股票评级，他的目标价从250美元上升到了400美元，并且他指出特斯拉将资源投入到Dojo项目中可能会实现长期利益。

But again, those are things that we've talked a lot about, whether that's the contribution to autonomous driving that it allows for, Optimus, and what that could yield someday, or something like Dojo as a service. All of these are potentially highly lucrative.

然而，这些都是我们经常讨论的事情，无论是它对于自动驾驶的贡献，比如Optimus，以及它未来可能产生的效益，还是像Dojo作为一项服务。所有这些都可能非常有利可图。

So Jonas laying those things out, but more importantly, at least in terms of the reaction, I think, is Morgan Stanley kind of putting their full weight behind this thesis.

所以乔纳斯列出了这些事情，但更重要的是，至少在反应上，我认为摩根士丹利正在全力支持这个论点。

Now, obviously there's still plenty of hedges in there, but really starting to position Tesla as more of an AI company, and them doing so, that's going to change a little bit in terms of the perception from how people talk about Tesla in the institutional investor space. That's where things like this kind of carry some weight.

现在，显然还有许多保留条件，但特斯拉正开始将自己定位为一家更加注重人工智能的公司。而他们这样做，将会在机构投资者领域中改变人们对特斯拉的看法。在那里，像这样的举措会带来一些影响力。

And although Jonas puts out pretty frequent notes on Tesla, and we've talked before about how that can seem more of like a blog post or a journal or something like that, this is not one of those.

虽然乔纳斯经常发布关于特斯拉的笔记，我们之前也谈过这可能看起来更像是博客文章或日记之类的东西，但这并不是那样的笔记。

There's again, an upgrade to their rating, increased price target, and a 66 page note, which includes multiple contributions from other team members, including their head of equity strategy, writing about Dojo saying that, quote, as we have written before, just 2.3% of all equities have generated $73 trillion of net shareholder returns over 30 years, finding plausible scalable moonshots that have not been fully discounted by the markets should be of interest to all investors.

他们的评级再次提升，目标价格上调，并发布了一份66页的研究报告，其中包括来自其他团队成员的多个贡献，包括他们的股票策略主管。报告中写道，“正如我们之前所述，仅有2.3%的所有股票在30年的时间里产生了73万亿美元的净股东回报。对于所有投资者来说，寻找尚未被市场充分折价的有潜力的可扩展的概念值得关注。”

We believe Tesla's project Dojo could tick all of those boxes.

我们相信特斯拉的项目Dojo能够满足所有需求。

Although Dojo is still early in its development, we believe that if the moonshot is successful its applications longer term can extend beyond the auto industry, Dojo is designed to process visual data that can lay foundation for vision-based AI models, such as robotics, healthcare, and security.

尽管Dojo仍处于早期发展阶段，但我们相信，如果这项“月球计划”成功，其应用长期来看将不局限于汽车行业。Dojo旨在处理视觉数据，为基于视觉的人工智能模型打下基础，例如机器人技术、医疗保健和安全领域。

In our view, once Tesla makes headway on autonomy and software, third-party Dojo services can offer investors the next leg of Tesla's growth story. Humanoid robots and the potential to displace workers and social workers was one of our original and adjacent moonshots but could be substantially accelerated by Dojo's success.

在我们看来，一旦特斯拉在自动驾驶和软件方面取得一定进展，第三方的Dojo服务可以为投资者提供特斯拉增长故事的下一步推动力。人型机器人以及取代工人和社工的潜力曾是我们最初的目标之一，但Dojo的成功可能会大大加速这一进程。

So again, nothing there that we haven't already talked about but shows how they're now thinking about Dojo and presenting that thinking to others which will affect their thinking, etc.

所以，再次强调，这些内容并没有我们之前讨论过的新东西，但显示了他们如何正在思考道场（Dojo）并向其他人展示他们的思考方式，这将影响他们的思维等等。

That can go a long way for how a stock is perceived, which is obviously a huge factor in how a stock is priced. So nice to see that, but we're going to move on for now because we do actually have more exciting things to talk about, we probably spent too much time on that already.

这可以在很大程度上影响股票的认知，而认知在股票定价中显然是一个重要因素。看到这一点非常高兴，但我们现在会继续讨论其他更令人兴奋的事情，因为我们可能已经在这个问题上花费了太多时间了。

Alright, let's get into the actually most exciting news for today, and that is some new details on Tesla's Robotaxy next generation vehicle concept. So we've got a few things here coming from the Walter Isaacson upcoming biography on Elon Musk.

好的，让我们来谈谈今天真正令人兴奋的消息，那就是有关特斯拉自动驾驶下一代车辆概念的一些新细节。我们从即将发布的瓦尔特·艾萨克森关于埃隆·马斯克的传记中获得了一些信息。

The first is a photo of a page in the biography that has been posted on X and it shows what is described in the footnote as a Robotaxy concept. So there's going to be a lot of people saying that this is it, this is the next generation vehicle, now we know what it looks like, maybe, could be, but do you want to emphasize the other things? It says a Robotaxy concept. It doesn't say the Robotaxy concept, and it's very important that we don't forget about the concept part of this. There's no guarantee this is the final concept, there could be a lot of different ones, and even if not, concepts obviously evolve and change over time.

第一张照片是一本传记中的一页照片，已经贴在X上，显示的是脚注中描述的一个Robotaxy概念。因此，很多人可能会说这就是它了，这是下一代车辆，现在我们知道它是什么样子了，也许吧，可能是，但你想要强调其他的东西吗？它说的是一个Robotaxy概念，而不是Robotaxy概念，我们不要忽视这个概念的部分非常重要。不能保证这是最终的概念，可能会有很多不同的概念，而且即使没有，概念显然会随着时间的推移而演变和改变。

Now that being said, this could very much be a vehicle that comes to fruition. We can see it looks like a small compact or subcompact vehicle, just two seats, no steering wheel, apparently no pedals, doors that look to open upward, probably best described as butterfly doors, but feel free to correct me if another term is better. Not just two of those doors, two seats, probably some trunk or hatch space, and that's about it for the vehicle, and it looks like it may actually be a three wheeled vehicle rather than four.

说到这一点，这辆车完全有望成为现实。我们可以看到它看起来像是一辆小型紧凑或亚紧凑车型，只有两个座位，没有方向盘，显然也没有踏板，门向上开启，可能最好描述为蝴蝶门，但如果有更好的术语请随意纠正我。不仅仅是两个这样的门，两个座位，可能还有一些行李箱或后备箱空间，就这些就是这辆车的全部配置，看起来它实际上可能是一辆三轮车，而不是四轮车。

It's kind of difficult to tell, but thankfully we actually at the same time as this are getting a little bit more context. So CBS posted an interview with Walter Isaacson and as part of that interview, they shared some B-roll footage that included a shot of Franz in front of a very early stage model of a vehicle that just so happens to look almost identical to the photo that we're seeing here. I don't think it's a bit ambiguous, but I lean towards both of these looking more like three wheel designs, but very interestingly, it looks like we even get one more hint here because on the board behind this vehicle model, so actually two photos that we can barely make out that seem to be concepts and very similar to the photo in the biography and the model that Franz is standing in front of here. So not the highest resolution look, but pretty clearly similar aesthetically.

很难确定，但幸运的是与此同时我们正在获得更多的背景信息。CBS发布了一个与沃尔特·艾萨克森（Walter Isaacson）的采访，作为该采访的一部分，他们分享了一些B-roll片段，其中包括弗朗茨站在一辆非常早期的车型前的镜头，恰好与我们在这里看到的照片几乎完全相同。我认为有点模糊，但我倾向于认为这两款都更像是三轮设计，但非常有趣的是，看起来我们在这里甚至还有另一个线索，因为这辆车型后面的黑板上实际上有两张我们勉强能看清的照片，看起来与传记中的照片和弗朗茨站在前面的模型非常相似。虽然分辨率不高，但在审美上非常明显相似。

To me, it looks like the top version might be a four wheel version, the bottom version may be a three wheel version, but hard to know for sure. So I think it looks pretty cool, also looks pretty plausible that this would be what Tesla would have in mind. I would imagine there will be a lot of debate about whether or not two seats would be the right choice for a Robotaxi vehicle. Obviously Tesla can do a number of different types of Robotaxis, there doesn't need to just be one form factor. You'd be able to request exactly what you need.

对我来说，这个顶部版本看起来可能是四轮版本，底部版本可能是三轮版本，但很难确定。所以我觉得这看起来很酷，也很可能这是特斯拉考虑的设计。我能想象到，关于机器人出租车是否选择两个座位会有很多讨论。显然，特斯拉可以制造多种类型的机器人出租车，不仅仅限于一个外形。你将能够根据自己的需求来请求。

The equation that would need to be calculated is the trade off for a more efficient smaller vehicle for those single or dual passenger trips versus all of these vehicles just being a four passenger to cover it when you need it. Because that's kind of how cars are built today. Most people don't need four seats every time, but you need them frequently enough that it's still makes sense. And obviously that helps economies of scale and all that stuff for the manufacturing process, etc. But obviously Robotaxis changed that equation. So I'm sure that something Tesla's thought a lot about, you're still going to need those bigger cars, but I do think it would be a win for humanity resource wise if we could manage with something smaller for the majority. If this is it, that seems to be where Tesla's head is at as well. Obviously over time you could continue to go smaller and smaller, but that's going to come with other challenges, safety being one initially, but hopefully that becomes less relevant over time.

需要计算的方程是在单人或双人乘车旅行时，更高效的小型车与所有这些车辆都只提供四个座位之间的权衡。因为这就是如今汽车的建造方式。大多数人并不需要每次都有四个座位，但你需要它们的次数足够频繁，以至于这仍然是有意义的。显然，这有助于生产过程中的规模经济等等。但是机器出租车显然改变了这个方程。所以我相信特斯拉公司对此已经考虑了很多，你仍然需要那些更大的车，但我确实认为如果我们能够使用一些更小的车辆满足大多数人需要，那将是对人类资源而言的一个胜利。如果这就是唯一的选择，特斯拉公司也似乎是这么考虑的。显然，随着时间的推移，车辆可以继续变得越来越小，但这将带来其他挑战，首先是安全问题，但希望随着时间的推移，这将变得不那么重要。

Final note on the design, Elon did clarify on Friday a topic that we had talked about, which was whether or not this next generation vehicle was quote unquote cyber inspired or reminiscent of the cyber truck. So I'm glad we talked about that on Friday with a lot of misinterpretation of that. Elon applied to a post on X about the Robotaxi being cyber truck inspired. He said no, but Robotaxi will look like the future. So that quote that we talked about best interpreted as looking like the future, like the cyber truck also looks like the future, rather than looking like the cyber truck. Now maybe that this photo is in grayscale, but when we look at this concept image at least from the side profile, you can kind of get some cyber truck vibes from it. Anyway, I'll be curious to hear people's thoughts on this Robotaxi concept in the comments today. So let me know what you think.

最后在设计方面补充一点，埃隆在上周五明确解释了我们谈到的一个话题，就是这款下一代车辆是否受到了“网络卡车”（Cybertruck）的启发或回忆。所以我很高兴我们在上周五讨论了这个问题，因为对此有很多误解。埃隆在X上回应了有关网络出租车是否受到了“网络卡车”启发的帖子。他说不是的，但出租车将看起来像未来。因此，我们谈到的那个引用最好被理解为看起来像未来，就像“网络卡车”也看起来像未来，而不是看起来像“网络卡车”。也许这张照片是黑白的，但至少从侧面来看这个概念图，你能感受到一些“网络卡车”的氛围。无论如何，请大家在评论中分享对这个出租车概念的想法。所以请告诉我你的想法。

Alright, next up, but on a related note, we do have another excerpt from the biography. This is posted on CNBC and it's about FSD and Tesla's progress there and the switch over to version 12. We get some history on the timeline. It sounds like it was just December or January that Elon decided that Tesla should really pursue this end to end neural network approach. Then it was ready for Elon to test in mid April and after that test, Elon became a believer in the strategy and said Tesla should reallocate the resources to push this forward.

好的，接下来，但与此相关的，我们有一篇关于FSD和特斯拉在该领域进展以及转向12版的传记摘录。这篇报道发布在CNBC上，我们可以了解一些时间线的历史。似乎直到去年十二月或一月，埃隆决定特斯拉应该真正追求这种端到端神经网络方法。然后在今年四月中旬，该系统已经准备好供埃隆进行测试，测试后，埃隆成为了这种战略的信仰者，并表示特斯拉应该重新分配资源推动这一策略前进。

Fast forward to April, we had that test drive and the excerpt says that quote, the new system was ready to replace the old approach and become the basis of FSD 12, which Tesla plans to release as soon as regulators approve. So that's pretty exciting. It sounds like we may not actually be all that far away from at least maybe a limited release to some customers for FSD 12. Although with a new architecture, I'd expect the Tesla would roll that out pretty slowly, but maybe the data is just so good initially that they wouldn't need to do that.

快进到四月，我们进行了那次试驾，摘录中说到了这样一句话，新系统已经准备好取代旧的方法，成为FSD 12的基础，特斯拉计划一经监管机构批准就立即发布。所以这非常令人兴奋。听起来似乎我们离至少给一些用户进行FSD 12的有限发布并不远了。尽管有了新的架构，我希望特斯拉会比较慢地推出，但也许最初的数据表现极好，他们可能不需要这样做。

Kind of interestingly, we had talked about how Elon on the FSD 12 live stream had talked about how they had to specifically find examples of human stopping at stop signs because it was so infrequent. So they had to find those and feed those examples to the neural network, but it sounds like the National Highway Safety Board is reviewing it and currently studying whether or not it would be permissible for self-driving cars to not fully stop in scenarios like that. That would be a huge win ever since. Nitsa made Tesla do this. I feel like the safety is actually lower and the frustration factor for other drivers is higher. Because the car acts unusual, it's not acting in a way that people expect it to act. It's like the old adage, which I don't know if it has an impairing in reality in terms of safety, but the old adage that it's safer to drive how you'd be expected to drive rather than trying to be overly courteous or something like that that people might not expect and then could cause problems. Anyway, I'm glad they're at least looking at that. If there's no data anywhere that shows that that's actually safer, hopefully we don't have to over-regulate if there's not a statistical basis to do so.

有趣的是，在《全自动驾驶软件v12》直播中，埃隆（Musk）讲到了他们之前讨论过的一个问题：他们不得不寻找人类停在停车标志处的例子，因为这种情况实在太罕见了。所以他们不得不找到这些例子并将其输入神经网络，但是据悉，国家公路安全委员会正在审核该问题，目前正在研究是否允许自动驾驶汽车在这种情况下不完全停车。这将是一个巨大的突破，这都是NHTSA让特斯拉这样做的。我觉得这样做实际上降低了安全性，并且增加了其他驾驶者的不适。因为车辆的行为是不寻常的，不符合人们的预期。就像古老的格言所说，我不知道这是否在现实中影响安全，但老话说以符合预期的方式驾驶更安全，而不是过于礼貌或其他可能出乎意料且可能引发问题的方式。无论如何，我很高兴他们至少在考虑这个问题。如果没有任何数据表明这样做实际上更安全，希望我们无需过度监管，如果没有统计依据的话。

Finally from this excerpt, it talks about how the metric that Tesla is focused on and that they're looking at on big giant screens in their autopilot team area every day is the number of miles driven on FSD per intervention. So you want that number to increase and that is basically the scoreboard for Tesla's FSD progress. I'm pretty happy to see that. I've talked before about how I wish we had that metric. Tesla shows us the cumulative number of miles driven. They don't give us this almost certainly because people would use it against them, take it out of context, etc. Which is a bummer because it would be really interesting for us to see that data.

最后从这段摘录中可以看出，谈论的是特斯拉所专注并每天在他们自动驾驶团队区域的巨大屏幕上关注的度量指标，即每次干预前的FSD行驶英里数。所以你希望这个数字增加，基本上这是特斯拉FSD进展的得分板。我很高兴看到这个。我之前说过我希望我们有这个指标。特斯拉向我们展示了累计行驶英里数，他们不会提供这个数据，几乎可以肯定是因为人们会利用它来攻击他们，断章取义等等。这真是有点遗憾，因为我们看到这些数据将会很有趣。

Alright last quick thing on Isaac's end, he did also go on the Lex Friedman podcast. I haven't had a chance to listen to that yet, but you can easily find that if you are interested.

好的，就艾萨克这方面最后一个要说的事情，他还上了Lex Friedman的播客节目。我还没有机会去听，但如果你感兴趣的话，你很容易就可以找到那个节目。

Alright, next up as I shared on X yesterday, we do now have Tesla's China production for August. We had talked about how this looked set to surprise based on Tesla's announcement of their 2 million vehicle milestone at Kigashang High and it did. So August came in at 80,832 vehicles produced, 21,330 Model 3, 59,502 Model Y. So overall this was actually an increase from July and for Model 3 specifically, only about 1500 units less than July. So this is obviously a very strong number. It means that pretty much throughout the entire month of August, Tesla was pretty much at a full production rate, maybe not quite, but pretty full production rate for the Model 3. Despite the imminent announcement and transition to the highland upgraded new Model 3. So we might be set up for a really smooth transition depending on how quickly Tesla can return to volume production on the Model 3.

好吧，接下来我将分享一下我昨天在X上的分享，我们现在有了特斯拉在中国的8月生产数据。我们曾谈到根据特斯拉在高速公路股东大会上公布的200万辆里程碑，这个数据看起来可能会带来惊喜，的确如此。所以8月份的生产量为80,832辆车，其中Model 3为21,330辆，Model Y为59,502辆。所以总体而言，这比7月份有所增长，并且对于Model 3来说，与7月份相比只少了大约1500辆。所以这显然是一个非常高的数字。这意味着在整个8月份，特斯拉基本上以近乎满产的速度生产Model 3，尽管即将宣布并转向高地升级版新Model 3。所以，根据特斯拉能够多快地恢复Model 3的大规模生产，我们可能会有一个非常顺利的过渡。

We do have a bit of a hint for September because again, that 2 million vehicle milestone announced that was on September 6th. So depending on if that was the first vehicle Tesla produced that day or the last vehicle produced that day, that's going to vary the daily production rate up to that point. But until that, that means that Tesla built 8,889 vehicles from the end of August to that announcement. If that 2 million vehicle was at the start of the day, you'd be looking at 5 days of production, so you've got 1,778 per day. If it was at the end of the day, you'd be at 6 days of production, so that'd be 1,482 per day. Put into monthly production rate terms, that's 45,000 to 54,000.

对于九月份，我们有一点线索，因为再一次，那个宣布的200万辆车的里程碑是在9月6日。所以根据那一天特斯拉生产的第一辆车或最后一辆车是什么时候，截止到那个时间点的每日生产率会有所不同。但在那之前，这意味着特斯拉从8月底到那个公告的日期，一共生产了8,889辆车。如果那200万辆车是在一天开始时，你将需要5天的生产时间，所以每天的产量是1,778辆。如果是在一天结束时，那将需要6天的生产时间，每天的产量将是1,482辆。换成每月的生产率来计算，是45,000到54,000辆。

So that is obviously a drop from the 80,000 that we have seen for Tesla over the last few months, and that number could be accomplished with Model Y alone. So definitely some downtime, it's not just Tesla flipping a switch and all of a sudden they're back to volume production on the Model 3. Hopefully that happens quickly, we'll just have to wait and see. But Tesla has clearly already produced at least a few hundred of these, while still having been able to operate Model 3 at basically full speed leading up to that production. So a lot of game left of you played, but exciting to see these numbers.

这显然是特斯拉近几个月以来所见的80,000辆的大幅下降，而这个数字仅仅是通过Model Y就能完成。所以肯定会有一些停工时间，特斯拉不能仅仅按一个开关就恢复到Model 3的大量生产。希望这能快点发生，我们只能等待并观察。但特斯拉显然已经生产了至少几百辆Model Y，同时还能以近乎全速运转的生产Model 3。还有很多棋局需要下，但看到这些数字令人激动。

Alright, a few other quick updates, we've got one from Edra, they've posted on LinkedIn, a photo of their team seemingly standing in front of the 9,000 ton gigapress, pretty impressive to see. And we'll look forward to the day when Tesla's willing to talk a little bit more about that. We've also got an update from Zangler on X, it's done a drone flyover of Gig and Nevada, and also shared an update that according to the rumors he is hearing Tesla has recently, as I understand his comment, brought in equipment to Gig and Nevada for the second iteration of the Tesla Semi prototype line. That could mean we'll start to see some more Tesla Semi's produced somewhat soon, and then hopefully that'll all go well and Tesla can move into mass production, but obviously we don't expect that for a bit of time yet.

好的，还有几个快速的更新。Edra在LinkedIn上发布了一张照片，看起来是他们的团队站在9,000吨的超级压铸机前，非常令人印象深刻。我们期待着特斯拉有机会讲述更多相关信息的那一天。我们还从Zangler得到了一个关于X的更新，他进行了Gig和内华达的无人机飞行，并分享了一则消息：根据他听到的谣言，特斯拉最近把设备带到了Gig和内华达，为特斯拉半挂卡车第二代原型线做准备。这可能意味着我们很快就会看到更多特斯拉半挂卡车的生产，然后希望一切顺利，特斯拉能够进入大规模生产阶段，但显然我们不指望这会在短时间内实现。

Next there was some news that came up on X this weekend of Tesla perhaps doing some advertising or promotional video during a baseball game in New York. There was a Tesla video that was played on the display at the stadium, there was a Model Y vehicle brought out onto the field, so it kind of looked like that. However, turns out this was actually a Tesla gig in New York family day, and this was also a minor league baseball team, the Buffalo Bisons, nothing against minor league baseball, but I don't think that this is where Tesla would specifically choose to do their first sort of video advertising. More likely just stuff that was being done for Tesla family day versus something like a Tesla ad campaign.

最近有消息称特斯拉可能在纽约的一场棒球比赛中进行了一些广告或促销视频。球场的屏幕上播放了一段特斯拉的视频，还有一辆Model Y汽车开到了球场上，看起来有点像是广告。然而，事实上这只是特斯拉在纽约举办的家庭日活动，并且这是一个小联盟棒球队，叫做水牛城野牛队。对小联盟棒球没有任何偏见，但我不认为特斯拉会特意选择这里进行他们的首个视频广告。更有可能的是，这只是为了特斯拉家庭日活动而做的宣传，而不是一场特斯拉的广告活动。

Alright, so that is it for today, but just a quick reminder that we've got a busy upcoming week, we've got the Walter Isaacson book release that happens tomorrow, there's an Apple event tomorrow, we've got CPI on Wednesday, PPI on Thursday, and possible UAW strike, a lot of abbreviations in here, and then FOMC throwing one more Fed meeting next week. So a lot going on, we'll keep an eye on all of it, but that'll wrap it up for today, so as always, thank you for listening, make sure you subscribe to hand sign up for notifications, and also find me on the X-I Tesla podcast, and we'll see you tomorrow for the Tuesday, September 12th episode of Tesla Daily. Thank you.

好的，今天就这样，但是快速提醒一下，我们即将面临繁忙的下周，明天将有沃尔特·艾萨克森的新书发布会，还会有苹果活动，周三有CPI数据，周四有PPI数据，并且可能会出现工会罢工（这里有很多缩写），接下来，FOMC还将举行一次联邦储备会议。所以有很多事情要发生，我们会密切关注所有事情的动态，但是今天就到这里，一如既往地，感谢您的收听，请确保您订阅并开启通知，同时您还可以在X-I Tesla播客上找到我，我们明天见，9月12日星期二的特斯拉日报。谢谢。