Cybertrucks Hit Stores, New Specs Revealed + Wild Weekend

Hey everybody Rob Merritt here, welcome back to Tesla Daily after an incredibly wild weekend, a lot going on in the business and technology worlds. We'll talk about some of the non-Tesla stuff towards the end, but for Tesla we've got updates on the Cybertruck, analyst updates, possibly some new information on FSD, and a few other items as well. Strong start to Thanksgiving week for the markets, the NASDAQ today up 1.1%, Tesla trailing a little bit behind up about a half a percent, closing at $235.60 on the day.

大家好，我是Rob Merritt，欢迎回到"特斯拉日报"。经过一个异常激动人心的周末，商业和科技领域发生了很多事情。我们会在最后的时候谈谈一些非特斯拉的东西，但对于特斯拉来说，我们有关于Cybertruck的更新，分析师的更新，可能还有关于FSD的一些新信息，以及一些其他的项目。感恩节一周开始得很顺利，今天的纳斯达克市场上涨了1.1%，特斯拉稍微落后一点，上涨了大约半个百分点，收盘价是235.60美元。

Alright, first up we've got quite a bit of news on the Cybertruck, ahead of the delivery event next week, Tesla is putting the first Cybertruck's on display in Tesla stores. The first one spotted here by John Davis is at the Westfield UTC Mall in San Diego, and then shortly thereafter also a video shared by Model AZ on the Cybertruck owners club forum of the Cybertruck at the Santana Rose store in San Jose, California. Just like we had talked about for the Cybertruck that was on display at the Barron Fund's conference a week or two ago, the fit and finish on both of these vehicles looks great, of course they are display vehicles, so Tesla likely put a little bit of extra care into them, but nevertheless nice to see what Tesla is capable of doing with the production Cybertrucks. Tesla does still have both of these display vehicles roped off, so it's not like they're fully on display quite yet. I'm guessing we'll have to wait until after the delivery event for that.

好的，首先我们有关于Cybertruck的大量新闻。在下周的交付活动前，特斯拉正在特斯拉商店展示第一款Cybertruck。这辆车首次被John Davis在圣迭戈的西菲尔德UTC购物中心发现，紧接着，Model AZ也在Cybertruck车主俱乐部论坛上分享了一段在加利福尼亚州圣何塞的Santa Rosa店里的Cybertruck的视频。就像我们之前讨论过的，在几周前的Barron Fund's会议上展示的Cybertruck一样，这两辆车的装配和完成度都非常高，当然，它们都是展示车辆，特斯拉可能对它们加以特别关注，但无论如何，很高兴看到特斯拉能够在生产Cybertrucks上做得如此出色。特斯拉仍然把这两辆展示车限制在一定区域内，所以它们还没有完全展出。我猜我们可能要等到交付活动后才能看到。

However, Tesla did have some in-store marketing, a sign for the Cybertruck on display at the San Diego store, and that does give us some new information. Tesla says the Cybertruck is designed to be the world's toughest truck, and then they highlight a number of different areas, including the ultra-hard stainless steel exoskeleton, a little bit of a typo on that point, but nevertheless they also highlight the shatter-resistant glass, so that's something that we haven't heard a whole lot about since the unveiling of course the infamous steel ball moments, but still a point of emphasis for Tesla. They highlight the adaptive air suspension with on-road and off-road drive modes, and then a couple of statistics they say ultra-tough SMC bed, that means sheep molding compound, that's the material for the bed, resin-based composite material, then they say up to 2,500 pound payload and 11,000 pounds of towing power. So both of those are numbers that we have seen rumors about recently.

然而，特斯拉确实在店内做了一些营销活动，一个关于Cybertruck的标志被展示在圣地亚哥的商店里，这给我们提供了一些新的信息。特斯拉表示，Cybertruck的设计目标是成为全球最坚固的卡车，然后他们强调了几个不同的领域，包括超硬的不锈钢外骨骼，这里有一点小小的打字错误，但是他们也强调防碎玻璃，这是我们自从公开展示那个臭名昭著的钢球片刻之后，没怎么听说过的新特性，但对特斯拉来说依然是一个强调的点。他们强调了具备公路和越野模式的自适应空气悬挂系统，还提到了一些数据，他们说超坚固的SMC(羊模复合材料)货车床，这就是货车床的材料，是一种以树脂为基础的复合材料，他们还说负载最大可达到2500磅，牵引力可达到11000磅。因此，这两个数字是我们最近听到的传闻中的数字。

If we go back to the unveiling event though, Tesla at the time said that the top-level towing capacity would be over 14,000 pounds on the Cybertruck, and up to 3,500 pounds of payload. It is worth noting that at the unveiling event Tesla had different tow ratings listed for each configuration, the single motor that was 7,500 pounds, the dual motor 10,000 pounds, only the tri-motor at 14,000 pounds. So it could either be under target or over target on towing capacity depending on which configuration Tesla is highlighting here, and of course that could change in the future, but for the payload all of those had been listed at the time at 3,500 pounds. For that towing capacity of 11,000 pounds though, this does match the rumors that we had previously had from the TFL EV channel that also had a lot of other dimensions and details about the Cybertruck, so this being a matching number so far makes it more likely that those other numbers are also credible as well.

如果我们回顾发布会，当时特斯拉表示，Cybertruck的最高牵引能力将超过14,000磅，并且负载能力高达3,500磅。值得注意的是，在发布会上，特斯拉为每种车型配置列出了不同的拖车额定值，单电机为7,500磅，双电机为10,000磅，而三电机为14,000磅。所以，从牵引能力来看，特斯拉突显的车型配置可能低于目标，也可能高于目标，当然，未来这个情况可能会发生改变，但对于负载量，当时所有车型的负载量都列为3,500磅。不过，对于11,000磅的牵引能力，这确实符合我们先前从TFL EV频道得到的传闻，该频道还提供了关于Cybertruck的许多其他尺寸和详细信息，因此到目前为止，这个数字的匹配使其他数据的可信度更高。

As for the payload, we had already talked about the likelihood of this number coming in a little bit lower based off of the gross vehicle weight ratings from the Vindicoder, so not a huge surprise on that front. If we look at some comparisons to the F-150, the ICE vehicle version, as well as the F-150 Lightning, both the payload and the towing capacity for the Cybertruck kind of falling right in that range, so the F-150 ICE vehicle, that varies a lot based on the engine configuration. Payload ranging anywhere from 1,400 pounds up to 3,300 pounds, but of the seven configurations only two of them above 2,500 pounds, and then the max towing ranging from 8,200 pounds up to 14,000 pounds with three of the seven configurations exceeding 11,000 pounds. For the F-150 Lightning, looks like Tesla's got about a 10% advantage for both the payload and the towing capacity.

关于载荷，我们已经讨论过这个数字可能会因Vindicoder的整车重量评级而稍微降低，所以这并不是什么大惊喜。如果我们拿来和F-150，以及燃油版和电动版的F-150 Lightning比较，Cybertruck的载荷和拖曳能力都处在这个范围内。F-150燃油车的载荷极其多变，这主要取决于发动机配置。载荷范围在1,400磅到3,300磅之间。在七种配置中只有两种能超过2,500磅。最大拖曳力在 8200 磅到 14000 磅之间，七种配置中有三种超过11000磅。对于F-150电动版本来说，特斯拉在载荷和拖车能力上都有大约10%的优势。

We do have one other detail then on the Cybertruck today, and that is a report on the battery size for the dual motor configuration of the Cybertruck. This comes from Ryan McCaffrey of the Ride the Lightning podcast. I've got a lot of respect for his reports, so I put this at high credibility. He is saying that 122 kilowatt-hours is the battery pack size for the dual motor configuration of the Cybertruck. That likely means for the dual motor version, a bit above 300 miles of range, like Tesla denounced at the unveiling event. Probably not quite enough information to extrapolate what it might take to do a 500 mile Cybertruck, but would seem to point to it being less.

关于Cybertruck，我们今天有一个新的细节，那就是关于Cybertruck双电机配置的电池大小的一份报道。这份报道来自于 Ride the Lightning播客的Ryan McCaffrey。我非常尊重他的报道，所以我认为这份报道非常可信。他提到Cybertruck双电机配置的电池包大小为122千瓦时。这可能意味着对于双电机版本，续航里程稍微超过300英里，就像特斯拉在发布会上宣布的那样。可能还没有足够的信息来推断出需要多少电力才能让Cybertruck行驶500英里，但似乎指向的可能性较小。

than 200 kilowatt-hours, although that shouldn't be too surprising. So quite a few new details there. We're quickly checking off the box of unknowns ahead of the delivery event, but of course, price still is a question.

超过200千瓦时，不过这也不足为奇。所以这里有很多新的细节。在交付活动前，我们正在快速核实未知的事项，但当然，价格仍然是个问题。

Alright, next up, we've got a couple of interesting analyst notes. First from Jeffries, they've actually lowered their price target on Tesla from $250 previously to $210. They have maintained their hold ratings and no rating adjustment, and interestingly, they talk about the Cybertruck saying, quote, however unlikely just a few days before first deliveries, canceling Cybertruck would probably be positive for shares. With 2024 already a lost year for growth, it would help test the refocus on an edge that was built on simplicity, scale, and speed, end quote. Elon actually replied to a post about this on X today with simply a clown emoji in between the analysis from Jeffries and from Elon's, I think I got a side with Elon on this one. I think there are plenty of other counter arguments to be made against the Cybertruck that hold more weight than this one canceling the whole entire program a few days before they actually get it ready to start deliveries. All the design the R&D has been done, the CapEx has been spent, the production lines are ready and producing vehicles, and they have literally a million orders for the product, but I guess just cancel it so that they can refocus on simplicity, scale, and speed, which I guess is somehow being sacrificed because of Cybertruck production. Doesn't really make a lot of sense to say the least, and it presupposes a mistake that I frequently see with Tesla that they could somehow have accelerated the next generation vehicle and all that goes with that had they just not done the Cybertruck or something like that. That's not really how it works. Tesla is very capable of understanding that a next generation lower cost vehicle is going to have a bigger market than the Cybertruck, but just skipping over the Cybertruck doesn't miraculously accelerate the next generation vehicle platform timeline. So to imply that the Cybertruck has caused some lack of focus on those goals that Tesla has is just wrong.

好的，接下来，我们有几个有趣的分析师报告需要关注。首先来自杰弗里斯的报告，他们实际上已经将特斯拉的股票目标价从之前的$250降低到$210。他们保持了持有评级，并无评级调整。有趣的是，他们在谈论Cybertruck时说，引用：“尽管在首次交付前几天取消Cybertruck的可能性很小，但这可能对股价有正面影响。对于已经输掉增长的2024年，这将有助于测试对简单性、规模和速度的重新关注”，引用结束。埃隆实际上今天在X上回应了这个帖子，只是在杰弗里斯的分析和埃隆的分析之间插入了一个小丑表情。在这个问题上，我想我更倾向于站在埃隆这一边。我认为有许多其他的反论更有力，比如在实际开始交付前的几天就取消整个Cybertruck计划。所有的设计和研发都已经完成，已经投入的资本开支已经花出去了，生产线已经准备就绪并开始生产，而且他们实际上已经有了一百万的订单，但我想是的，我想只是为了能重新关注简单性、规模和速度，我猜他们是因为Cybertruck的生产而牺牲了这些。至少可以说，这并没有什么道理，并且它预设了我经常看到特斯拉的一个错误，那就是如果他们只是不做Cybertruck或者类似的事情，他们就可以加速下一代车辆及其所有相关事物的发展。这并非真正的做法。特斯拉非常清楚，一款下一代低成本车辆的市场将会比Cybertruck大，但是跳过Cybertruck并不会神奇地加速下一代车辆平台的时间线。所以，暗示Cybertruck导致特斯拉在那些目标上的关注不足是错误的。

Tesla even talked to the investor about steps that they are taking with the Cybertruck that will be more fully adopted in the next generation vehicle, including the voltage architecture and in-house controller design. Fortunately, I don't think we have to worry about Tesla taking this suggestion. The other analyst update that we have is from Alex Potter of Piper Sandler, says that last week four covered companies participated in our EV slash battery bus tour and he highlights eight takeaways for Tesla says regarding full self-driving Tesla thinks peers approach is of limited utility says electricity will ultimately be the number one FSD bottleneck Tesla must use silicon more efficiently. Elon has talked about that in terms of AI training capabilities and how he sees those bottlenecks changing year over year, then says Tesla's first ads will focus on cost per mile safety, etc. The public needs education targeted digital ads will hardly move the op-ex needle. Tesla is still in a learning phase. Cost of goods sold per unit has room to fall, but there are limits because Tesla will not de-content EV charger deals hopefully more to comment no info regarding economics beyond unit hardware. Then the last couple on capacity says to build 10,000 units per week Berlin would need to add a fourth shift, but that would increase cost of goods sold per unit and Shanghai capacity is maxed out. This makes it difficult to gain market share in China.

特斯拉向投资者讲解了他们正对Cybertruck采取的步骤，这些步骤将在下一代车型中更全面地应用，包括电压架构和自家的控制器设计。幸运的是，我认为我们不必担心特斯拉会接受这个建议。我们获得的另一份分析师更新来自Piper Sandler的Alex Potter，他说，上周有四家被其覆盖的公司参加了我们的电动车/电池巴士之旅，他突出了八大持有特斯拉说法的观点，针对完全自驾，特斯拉认为同行的做法有限的效用，认为电能最终将成为FSD的首要瓶颈，特斯拉必须更有效地利用硅。埃隆已经提到过这一点，他谈到了AI训练能力以及他看到的这些瓶颈每年如何变化，然后他说特斯拉的第一批广告将主要关注每英里的成本、安全性等，公众需要受教育，有针对性的数字广告几乎无法推动运营成本的提升。特斯拉仍处于学习阶段。每单位的销售成本还有下降的空间，但也有限制，因为特斯拉不会减少电动车充电器的配置，希望能对硬件单元以外的经济情况多发表评论。最后关于产能，建议每周生产10000个单位，柏林需要添加第四个班次，但这会增加每单位的销售成本，而上海产能已经饱和，这让在中国市场上获得市场份额变得困难。

So for the most part there I think things that we have discussed previously caring for the ads part though we did see another version of a YouTube ad from Tesla. This one shared by Trevor Scott on X it looks like another repurposing of previous promotional videos from Tesla. This one focusing on supercharging the convenience of the trip planer and the navigation system and the more than 50,000 superchargers worldwide. Elon also commented on the release of these ads on X saying as promised.

所以，主要的部分，我认为我们之前已经讨论过的，关心的是广告部分，虽然我们确实看到了特斯拉的另一个YouTube广告版本。这个版本由特雷弗·斯科特在X上分享，看起来像是对特斯拉之前宣传视频的再利用。这个强调的是超级充电器，出行计划的便利性，导航系统，以及全球超过50,000个超级充电站。伊隆也在X上对这些广告的发布做了评论，像他之前承诺的那样。

So as the Piper Sandler note says in significant spend for Tesla on this at this stage as they learn we'll see how that changes over time.

正如Piper Sandler的报告所说，特斯拉在这个阶段对此进行了大量投入，我们将看到它如何随着时间的推移而变化。

Alright next up we've got some news and rumors on FSD that have come up over the weekend. The first I guess is more in the rumor category. This is being reported in China. I don't know how reliable these reports are but as we can see here fast technology is saying that some sources have said that Tesla's FSD is about to enter China and that everything is ready to go. Around the same time we also seem to have seen an adjustment to the international versions of Tesla's owner's manual which apparently for some countries previously had not had information about how to operate FSD and now that information has been added so it could be a hint that some more expansion is coming soon. So it would be exciting if this were the case certainly for those customers especially. I think this still falls firmly in the rumor category though I don't think we can add a whole lot of credibility to the reports at this stage. So I'll continue to wait and see on this but interesting rumors nonetheless.

好的，接下来我们要说说关于FSD的一些新闻和传闻，这些传闻在周末出现的。我猜第一条更像是传闻。这是在中国报道的。我不知道这些报道有多可靠，但是我们可以看到这里，快速科技报道说一些消息来源称特斯拉的FSD马上就要进入中国，所有准备工作都已经就绪。差不多同一时间，我们也看到了特斯拉车主手册的国际版本似乎进行了调整，对于之前没有如何操作FSD的信息的一些国家，现在已经添加了这些信息，所以这可能暗示着更多的扩张即将来临。如果消息属实，对于那些客户来说肯定会非常兴奋。不过我认为这些消息依旧归类于传闻，我们没有办法给这些报道增加太多的可信度。所以我会继续观望，但不可否认，这些传闻确实很有趣。

Next then we've got a couple of regulatory updates first in Texas. Reddit user the Benzor has noticed that in Texas Tesla can now complete the registration process previously that paperwork had to be mailed to the buyer but now that can be handled with Tesla at the point of sale. The sales tax and the restoration fees those still need to be paid separately neither of those things can be rolled into financing so not completely seamless but sounds like an improvement over the previous structure.

接下来我们有一些关于监管更新的消息，首先来自得克萨斯州。Reddit用户Benzor注意到，得克萨斯州的特斯拉现在可以完成之前需要寄给买家的注册过程，现在这个过程可以在销售点由特斯拉处理。销售税和恢复费用还需要单独支付，这些都不能融入融资中，因此并不完全无缝，但听起来比之前的结构要改善。

Then Reuters reporting that a US District Judge has dismissed an antitrust lawsuit against Tesla which attempted to claim that Tesla forced customers to pay high prices and wait a long time for repairs by monopolizing the market for vehicle maintenance and replacement parts but the judge's dismissal says that there is no evidence that has been presented that the market conditions weren't apparent before any vehicles were purchased. That doesn't mean any agreement or disagreement with the claim just a problem with how it's presented and customers could choose to amend their complaint if they like.

路透社报道，一名美国地区法官驳回了一项针对特斯拉的反垄断诉讼。该诉讼试图主张，特斯拉通过垄断汽车维修和替换零件市场，迫使客户付出高昂的价格，而且需要花费很长时间等待维修。但是，法官驳回了这一诉讼，理由是没有呈现出任何证据表明这种市场条件在汽车购买前就已经存在。这并不意味着法官对这一主张表示同意或不同意，只是表示对其提出方式存在问题。如果愿意，客户可以选择修改他们的投诉。

So that catches us up on Tesla but a crazy weekend a lot of other relevant things going on. We talked on Friday about the out of nowhere firing of Sam Altman by OpenAI's board. That story just getting stranger and stranger seemingly by the hour over the weekend and it's still running. This will probably be out of date as soon as it's posted but to catch people up basically what happened was after the dismissal of Altman there was huge pushback from investors and from employees on the decision so I think less than a day later they decided to meet with Altman to discuss a possible return as CEO. A lot of uncertainty during that period a couple of missed deadlines and then seemingly talks breakdown and all of a sudden open AI names a new CEO but not just a CEO a new interim CEO so a third CEO in as many days for the company but again only on an interim basis.

这就把我们对特斯拉的了解更新到目前为止，但周末还有许多其它相关的事情发生，我们在周五谈到了OpenAI董事会突然解雇Sam Altman的事。这个故事在周末的每个小时里似乎都变得越来越奇怪，而且仍在持续。这可能会在发布后马上就过时，但为了让大家了解简要情况，基本上发生的事就是，在Altman被解雇后，投资者和员工对这个决定产生了巨大的反弹，所以我认为不到一天的时间，他们就决定与Altman会面，讨论他可能回归CEO的事。在那段时间里有许多的不确定性，错过了一些期限，然后谈判似乎破裂了，突然间，OpenAI任命了一位新的CEO，但不仅是一位CEO，而是一位临时CEO，所以，在同样的几天里，这家公司有了第三位CEO，但又只是临时的。

At this point it's become very clear that this whole situation was handled incredibly poorly pretty much all stakeholders having turned against the board and compounded by the fact that that there is supposed to be reportedly a tender offer for employee shares allowing them to get some liquidity to take advantage of OpenAI's valuation or in other words probably make a whole lot of money in the next couple of weeks as long as nothing disrupted those plans but lo and behold looked like the board had different plans with the probably the most significant disruption you can make immediately prior to that so anyway talks breakdown new interim CEO then this morning before market open which isn't relevant for OpenAI but is relevant for their biggest partner their biggest investor Microsoft they want to stabilize all this uncertainty before market open so there's an announcement from their CEO with the typical stuff we remain committed to the partnership full confidence in the product roadmap but really announcing that they are excited to share that Sam Altman and Greg Brockman together with colleagues will be joining Microsoft to lead a new advanced AI research team while this happens there's a letter from OpenAI employees to the board demanding that they resign reinstate Sam Altman as CEO otherwise they're all going to quit and they're going to go to Microsoft as well and 95 percent now of employees have apparently signed this letter the craziest part is that signing the letter asking the board to resign is current board member and co-founder and chief scientist of OpenAI Elias Sitzkover who also posted on X quote I deeply regret my participation in the board's actions I never intended to harm OpenAI I love everything we've built together and I will do everything I can to reunite the company end quote so just an insane couple of days here and we're not done yet although there was the announcement about them joining Microsoft we don't have confirmation that that has been something that is signed yet it sounds like things could still go the other way with Altman returning to OpenAI but no matter what there is going to be a huge shake up here and we'll continue to keep an eye on that

到现在，这整个情况的处理显然是非常糟糕的，几乎所有的利益相关者都对董事会感到不满，更糟糕的是，据报道，有一项用于员工股份的提款要约让他们获得一些流动性，以利用OpenAI的估值，或者换句话说，只要没有什么事情破坏这些计划，他们在接下来的几周里可能会赚到一大笔钱。然而，由于董事会有不同的计划，这可能会导致最为显著的破坏。无论如何，谈判破裂，新的临时CEO上任。在今天早上市场开盘前（这对OpenAI来说并不相关，但对他们最大的合作伙伴，他们最大的投资者微软来说非常相关），他们希望在市场开盘前稳定这种不确定性，因此他们的CEO宣布，我们将继续承诺合作，对产品路线图充满信心。真正的消息是，他们很高兴分享Sam Altman和Greg Brockman将与同事们一起加入微软，领导一个新的先进AI研究团队。在这期间，OpenAI的员工们写了一封信给董事会，要求他们辞职，重新任命Sam Altman为CEO，否则他们都将辞职，转去微软。现在，已经有95％的员工签署了这封信。最疯狂的部分是，请求董事会辞职的信的签署者之一就是现任董事会成员、OpenAI的联合创始人和首席科学家Elias Sitzkover，他在X上发布了一条信息，“我深深地后悔我参与董事会的行动。我从未有意伤害OpenAI。我热爱我们一起建立的一切，我将尽我所能统一公司。”所以这里的过去几天真的很疯狂，而且我们还没有结束，虽然已经有关于他们加入微软的公告，但我们还没有得到确认，听起来事情还可能另有变化，Altman可能会返回OpenAI。但无论如何，这里都将出现巨大的动荡，我们将继续关注这个问题。

in the midst of all of this we got big news from Cruz first there was an email sent out that was seen by Reuters that said that they were going to at least offer some liquidity to employees for Cruz stock remember we had talked about how they had paused those buybacks that they did consistently previously so it sounds like they didn't fully reinstate that but did so in a limited way and then following that we heard from Kyle vote on X that he is going to be resigning as Cruz CEO now not nearly as surprising as what went down with OpenAI I think we could all kind of anticipate something like this happening but vote making that official over the weekend says he plans to spend some time with family and explore new ideas so all this going down and at the same time of course we had SpaceX do the second test flight for Starship very very successful maybe not a perfect test flight but very very successful test flight here for SpaceX all 33 Raptor engines on the super heavy booster firing simultaneously and successfully taking Starship up to the point of stage separation SpaceX testing hot staging so still having engines on the booster running while attempting stage separation I think the first time SpaceX has ever tried this and they were able to do that and successfully separate from the booster shortly thereafter the booster activated the automated flight termination system so didn't make it all the way back for a test water landing but Starship all six Raptor engines working after that hot stage separation and actually the first time the Raptor vacuum engines have been operating in space so great to see that Starship traveled about five more minutes reaching a velocity of over 24 000 kilometers per hour and then the flight termination system was activated at some point we don't have full details on exactly why yet so also not completing the full ideal case test however huge huge success way farther than last time SpaceX will get a ton of valuable information from this and test flight three hopefully they'll get even further one of the best parts is that unlike with the first flight test the stage zero or launchpad area seems to be in really great shape so hopefully that will help expedite any licensing needs for that next test flight so hopefully something that we see a lot quicker than the period of time between the first and the second here so yeah big weekend congrats to SpaceX on that one but that are up at up for today so as always thank you for listening make sure you're subscribed and signed up for notifications and also find me on x at tesla podcast and we'll see you tomorrow for the Tuesday November 21st episode of tesla hui thank you

在所有这些事情中，我们从Cruz那里得到了重要的消息。首先，路透社看到一封电子邮件称他们将至少提供一些流动性给Cruz的员工换取股票，记得我们曾经谈过他们如何暂停回购，他们之前一直在做的，所以听起来他们并没有完全恢复，但却以一种有限的方式做到了。然后，我们听到Kyle说他将辞去Cruz的CEO职务，这并不像OpenAI那样惊人，我认为我们都能预料到这样的事情会发生，但投票在周末宣布这个决定，他计划花点时间陪陪家人，探索新的想法。 同时，SpaceX进行了星舰的第二次试飞，非常成功，也许不可称为完美的试飞，但对于SpaceX来说是非常成功的试飞。 超级重型助推器上的所有33个Raptor发动机同时点火并成功将星舰送上阶段分离点。 SpaceX正在热试，试图在阶段分离过程中保持发动机运行，这是SpaceX首次尝试，他们成功做到了，并且成功从助推器中分离出来。助推器启动自动飞行终止系统，但没能成功降落。而星舰的所有六个Raptor发动机在热状态下分离工作，这实际上是Raptor真空发动机首次在太空中运行，所以看到这个很好。星舰飞行了大约五分钟，速度超过每小时24,000公里，然后启动了飞行终止系统，我们还没有得到完整的细节，所以也没有完成全面理想的测试。然而，巨大的成功，比上次提前得多，SpaceX将从中获得大量有价值的信息，希望第三次试飞能进展得更远。最好的部分之一是，与第一次飞行试验不同，零阶段或发射台区域似乎处于非常好的状态，所以希望这将有助于加速下一次试飞的许可需求。希望我们能在第一次和第二次之间的时间段看到更快的进展，所以，是的，这是一个大的周末，祝贺SpaceX，但今天就到这里，一如既往，感谢您的收听，确保您已订阅并签署了通知，也在Twitter上找我，关注我的Tesla播客，我们明天见，感谢您在11月21日星期二收听Tesla会话。谢谢你。