New Model 3+ Leak / Cybertruck Towing / Tesla's Market Share: Seriously? ⚡️

Now Jeff, alright, let's get at it. You're supposed to arrive in New York on Friday. You think you're gonna make it on time? Fingers crossed, Stuart. If I get to all the charging stations, you know, we rented this Tesla Model W, and we have outfitted it with cameras and all the rest. Maybe.

现在杰夫，好了，让我们开始吧。你应该在星期五抵达纽约。你觉得你能准时赶到吗？指交叉，斯图尔特。如果我能找到所有的充电站，你知道我们租了一辆特斯拉W型车，并且我们装备了摄像头和其他一切。也许。

Welcome to Electrified. It's your host, Dylan Loomis. Quick shout out to my newest patron, Terry G. Thank you for choosing to support the channel. Just to touch on it, because I do find all of these articles and headlines about Elon's drug use to be a bit sleazy, diving into his personal life. What I do think's important and relevant to Tesla investors, just know these concerns have circulated now for years. This really is nothing new. To that, I would just say, let's just look at the results of Elon's companies over the past few years, and let the results do the speaking for themselves.

欢迎来到《拥有动力》。我是你的主持人迪伦·卢米斯。先快速致谢我的最新赞助人特里·G。感谢你选择支持该频道。顺便提一下，我确实觉得关于埃隆吸毒的所有这些文章和标题有点肮脏，侵犯他的个人生活。但我认为对特斯拉投资者来说，重要且相关的是要知道这些担忧已经流传了多年。这真的不是什么新鲜事。对此，我只想说，让我们看看过去几年埃隆的公司取得的成果，并让结果自己说话。

In fairness, of course, things like this could always get worse or become more regular, but ultimately, none of us really know how often Elon is engaging in things like this. Elon did reply to whole Mars talking about these articles saying after that one puff with Rogan, I agreed at NASA's request to do three years of random drug testing, not even trace quantities were found of any drugs or alcohol, Wall Street Journal, not fit to line a parrot cage for bird poop. Trying to get away from the sensationalism just focusing on the facts.

公平地说，当然，像这样的事情总是有可能变得更糟或更加常见，但最终，我们中没有人真正知道埃隆多经常参与这种事情。埃隆确实回应了关于火星的整个讨论，说在与罗根（Joe Rogan）抽一口之后，我同意NASA的要求接受了三年的随机药物检测，连痕迹都没有发现任何毒品或酒精，华尔街日报（Wall Street Journal）对此无足轻重，不值得用来装鹦鹉笼的鸟粪。试图远离耸人听闻的报道，专注于事实。

There was a Tesla board member who served for two years, her tenure ended in 2019, Linda Johnson-Rice, who did at the time bring up worries related to Elon's substance use. So let's say those concerns were brought up by Linda in 2018. I would just say, let's look at the results for all of Elon's companies for the past five years. I'm not sure those concerns are well-founded.

有一个泰斯拉的董事会成员任职两年，她的任期于2019年结束，名叫琳达·约翰逊-赖斯(Linda Johnson-Rice)，当时她提出了有关埃隆滥用物质的担忧。假设这些担忧是琳达在2018年提出的，我只是想说，让我们来看看过去五年埃隆的所有公司的业绩。我不确定这些担忧是否有根据。

When it comes to the ketamine thing, just so you know, you can legally have a prescription for this, which Elon does, by the way, and this can oftentimes be used to treat symptoms for things like depression. To sum it up, I loved this reminder from Tesla Girl on X, while everyone is focused on Elon's smoking weed, he's quietly smoking the whole automotive industry.

说到氯胺酮的事情，你要知道，你可以合法地获得这种药物的处方，埃隆就有这个处方，顺便说一句，这种药物经常被用于治疗诸如抑郁症的症状。总结起来，我很欣赏特斯拉女孩在X上的这个提醒，在大家都关注埃隆吸食大麻的时候，他默默地革新整个汽车行业。

Tesla shared a new video of the high fidelity 3D representation, saying it does so in a computationally efficient way. I'm wondering, those of you that have access to this feature, how has it treated you so far?

特斯拉分享了一段高保真度3D图像的新视频，表示其以计算效率高的方式实现。我想知道，对于那些可以使用这个功能的人来说，到目前为止它给你们带来了什么体验？

Over the weekend, some Tesla customers with pending orders were emailed about reconfiguring their vehicles. This really just had to do with those EPA-estimated range changes. I think it was just Tesla protecting itself from future liability, getting them to re-agree to the lower estimated range figures.

在周末，一些特斯拉的待定订单客户收到电子邮件，要求重新配置他们的车辆。这其实只是因为美国环保署(EPA)估计的续航里程发生了变化。我认为这只是特斯拉为了保护自己免受未来责任的影响，让客户重新同意较低的估计续航里程数字。

Tesla has categorically rejected a demand for a collective labor agreement, this time in Berlin. The plant manager said, we're focusing on ourselves in order to find solutions for our employees quickly and without unnecessary escalation, and thus make changes happen significantly faster. That will be reviewed regularly, and he said a benefit structure has been implemented at the plant without collective labor agreements, and it offers the workforce a variety of benefits that are not found in the region or in the industry. These include things like free charging of EVs, free bus and train shuttles, a subsidized train ticket for use across Germany, and a leasing of bicycles. But the economics minister, Jorg Steinbach, said he would continue to campaign for Tesla in Grunheide to be bound by collective agreements. The head of Tesla's Works Council at Berlin, which is separate from the unions, also opposes collective bargaining involving the unions, saying, we're close to the workforce. Our agility will be lost if we are influenced from outside.

特斯拉坚决拒绝柏林工厂的集体劳资协议要求。该工厂经理表示，我们专注于自身，旨在快速为员工找到解决方案，避免不必要的升级，从而使变革进程更快地实施。这将定期进行审查。他表示，在没有集体劳资协议的情况下，该工厂已经实施了一项福利制度，并为员工提供了一系列在该地区或行业内找不到的福利，包括免费充电电动汽车、免费巴士和火车班车、在全德国范围使用的优惠火车票以及自行车租赁等。但经济部长约尔格·施泰因巴赫表示，他将继续为格伦海德的特斯拉争取受制于集体协议。特斯拉柏林工厂的员工委员会主席（与工会分开）也反对与工会进行集体谈判，表示我们与员工紧密联系，如果受到外界的影响，我们将失去灵活性。

Some medics and emergency services teams in France have been testing the Model Y, and the results are very good. The head of emergency medicine at one of these organizations said plans are underway to start electrifying their fleet by late 2024. The medical teams were impressed by the Model Y when it comes to safety, handling, breaking capabilities, and its superior loading capacity. The successful trial in Miloon signifies a significant shift towards integrating electric vehicles in emergency medical services.

法国的一些医务人员和紧急服务团队一直在测试Model Y，结果非常好。其中一家组织的急诊医学负责人表示，计划在2024年底前开始电气化车队。医疗团队对于Model Y在安全性、操控性、制动能力以及更大的载荷容量方面印象深刻。Miloon的成功试验标志着紧急医疗服务中电动车辆整合的重大转变。

Unusual Wales posted that the Tesla Model Y was the best selling car in the world for 2023, according to Business Insider. And I believe this may have been older data before the actual year concluded. So I think this is going to be the accurate conclusion, but I don't think we have the official data for this milestone just yet. Whenever we actually have all of the data through December for 2023, I really hope it's not Business Insider as the one breaking that news.

根据《商业内幕》报导，Unusual Wales表示，特斯拉Model Y是2023年全球最畅销的汽车。我认为这可能是在实际年度结束之前的旧数据。因此，我认为这将是准确的结论，但我认为我们尚未获得此里程碑的官方数据。当我们真正获得2023年12月的所有数据时，我真的希望不要由《商业内幕》发布这一消息。

It looks like Tesla has downgraded the audio system in the Model Y rear-wheel drive variant in Canada and the United States. As drive Tesla is pointing out on the Tesla website for that rear-wheel drive variant, it now comes with just seven speakers, one amp, and no subwoofer. Tesla refers to this as custom audio. Then for the long range and performance variants of the Model Y, they have the premium audio system with 13 speakers, one subwoofer, and two amps.

看起来特斯拉在加拿大和美国的Model Y后驱车型中降级了音响系统。正如Drive Tesla在特斯拉网站上指出的，这款后驱车型现在只配备了七个扬声器、一个功放和没有低音炮。特斯拉称之为定制音响。而对于Model Y的长续航和性能版车型，它们配备了高级音响系统，包括13个扬声器、一个低音炮和两个功放。

At least for now, the Model Y rear-wheel drive in Europe that comes from Giga Shanghai is still listed as having the premium audio system. So in the United States and Canada going forward, both for the Model 3 and the Model Y, the rear-wheel drive variants will have inferior sound systems. It has been like that for a while now on the Model 3, the long range and the performance variants have the premium sound system and the rear-wheel drive has what they call an upgraded system. And when looking at inventory Model 3 rear-wheel drives, they refer to it as a partial premium interior.

目前来看，从上海超级工厂产出的欧洲版Model Y后驱车型仍被列为配备高级音响系统。因此，对于美国和加拿大市场，无论是Model 3还是Model Y后驱车型，将会配备较低质量的音响系统。在Model 3上已经有一段时间了，长续航版和性能版车型配备高级音响系统，而后驱车型则配备所谓的升级音响系统。当看到Model 3后驱存货时，它们被称为部分高级内饰。

Why would Tesla downgrade now? It's really anybody's guess. It could be a margin move to push customers higher up the trim ladder. It could be something to do with parts availability. We just don't know for sure. Passing along a new wrap option for the Cybertruck from Test Bros, this one is a satin flip volcanic flare. I'm not sure this would be my first choice, but it is indeed different and somewhat cool.

为什么特斯拉现在会降级呢？这真的只有人们猜测。可能是为了提高利润，让客户购买更高级别的配置。可能与零部件供应有关。我们真的无法确定。转发一条来自Test Bros（测试兄弟）的新的Cybertruck（狂热卡车）外包装选择，这个是一种银光夜影的哑面渐变。我不确定这会是我的首选，但它确实与众不同，有点酷。

Here we have it, an interesting Reddit post from user YoungYesus talking about the Tesla Model 3 Highland, all it says next Sunday, hope I don't lose my job, the mods have verified my news. The question was asked in North America, you mean, is performance included in this announcement? Original poster said, I don't know as of right now, whatever is classified as the base model for Model 3's now are going out first. They also said the one thing I could probably tell about the car would probably narrow their investigation, but it's about audio. One user said, I'm counting on your verified news to which OP said, hang up and wait. Asked if this vehicle would be available for order on Sunday, they said, I don't know, hope for a public announcement before Sunday. I have the same question, why would this individual risk losing their job over something that is apparently supposed to happen in the next few days? To be clear, this is definitely still a rumor in my book, even though the mods of Tesla Motors somehow verified this news. I would also reconfirm, this does not mean the Model 3 Highland is going to be available on Sunday, it could just be an announcement about when it will actually be ready for order.

在这里我们有个有趣的Reddit帖子，来自用户YoungYesus，谈论的是特斯拉Model 3 Highland，他说的只是下个星期日，希望我不会丢掉工作，版主已经核实了我的消息。有人在北美问道：你的意思是在这个公告中包括了性能吗？原帖作者说，我现在不知道，现在被归类为Model 3基本型号的车要先出去。他们还说，关于这辆车，我可能可以透露的一件事可能会限制他们的调查，但与音频有关。一个用户说，我准备相信你的核实消息，原帖作者说，挂断电话等待吧。有人问这辆车是否可以在星期日预订，他们说，我不知道，希望星期日之前会有公开的宣布。我有同样的问题，为什么这个人要冒着失去工作的风险，做一些明显将在接下来几天发生的事情呢？明确一下，在我看来，这绝对还只是个谣言，尽管特斯拉汽车的版主不知何故证实了这个消息。我还要再次确认，这并不意味着Model 3 Highland将会在星期日上市，这可能只是一个关于何时实际可预订的公告。

Over the past few days, the volume of pictures and videos shared of Model 3 plus vehicles in and around California has been on the rise. Here we had a few driving from Fremont to Palo Alto and this white one did not have that Chinese badging on the back like some others that we've seen. And they said, the VIN sticker clarifies it was built in Fremont. The other pictures shared were just images of these vehicles on the road driving. Here's another shot showing the new front bumper and the new headlights. We also had a user on Reddit with some photos of a 2024 Fremont manufactured Highland. It's a standard Model 3. Translation, rear wheel drive. This said it looked pretty slick in person. I think a lot of you will think differently of this car's shape once you see it in person. It's a good refresh and looks very distinct versus the 2023 variant. Here are a few of those images. This is the updated headlight. Many folks were of course blasting the quality of this panel gap here and this overlay down here. But let's not get carried away. This is a test vehicle. They did share a picture of the full VIN here for anybody that was interested. Here's the updated tail light that's integrated into the trunk lid. This car did have some sort of film protection on the front fender.

过去几天里，在加利福尼亚地区及周边地区分享的Model 3 Plus车型的图片和视频数量逐渐增多。在这里，我们有几辆车从弗里蒙特驶向帕洛阿尔托，这辆白色的车后面没有像其他一些车辆那样带着中国徽标。他们说，VIN码标贴证实这辆车是在弗里蒙特生产的。其他分享的图片只是这些车辆在路上行驶时的照片。这里有另一张照片，显示了新的前保险杠和新的前大灯。我们还在Reddit上有一个用户发布了一些2024年弗里蒙特生产的Highland车型的照片。它是一辆标准的Model 3车型，后驱。他说，这辆车实际看起来非常酷。一旦你亲眼看到它，你会对它的外形有不同的看法。这是一个很好的更新，与2023年车型相比，外观显得非常独特。这是其中几张图片。这是更新后的前大灯。许多人当然对这里的面板间隙和下面的覆盖物的质量提出了批评。但我们不要过度想象。这辆车是测试车辆。他们在这里分享了完整的VIN码照片，供有兴趣的人查看。这是更新后的尾灯，集成在后备箱盖上。这辆车的前挡泥板上有一种薄膜保护。

So potentially in the next six days we get at the very least an announcement on when the Model 3 Plus will be available in North America. Some folks were saying that Tesla is now advertising their sexy lineup being the most American made cars. Which yes of course is great to see but this was at a showroom in Indianapolis. So if this really counts as advertising given it's already at a Tesla location is certainly up for debate. But hopefully this messaging actually makes it into the real advertising Tesla has begun doing on platforms like YouTube. Ryan Torres also shared some cool images of the Cybertruck at night. This one with a Dyno Chrome matte black wrap. Here's a shot of the wrap. But I think the shot of the lights in the Cybertruck vault is even better.

在接下来的六天里，可能至少会有一则关于Model 3 Plus何时在北美上市的公告。有人说特斯拉现在宣传他们以最美国制造车辆为卖点，这当然是很好的看到，但这是在印地安纳波利斯的展厅。所以如果这真的算做广告，考虑到它已经在特斯拉的位置展示了，这当然是可以讨论的。但希望这个信息能够真正进入特斯拉在YouTube等平台上开始做的真正广告中。Ryan Torres还分享了一些Cybertruck在夜间的照片。其中一张是用Dyno Chrome哑光黑包裹的照片。这是一张包裹的照片。但我认为Cybertruck仓库中的灯光照片更好。

I have mixed feelings about this one. We have the Energy Secretary Jennifer Granholm saying last year more than 1.4 million electric vehicles were sold in the US up 50% year over year. That's great. You love to see it. But the purpose of this release was actually for the administration to take credit for those EV sales. When in reality we know the only reason the US is doing numbers anywhere near this range is because of one company alone, Tesla. Now yes, credit where it's due. There are some solid EV incentives and policies in place by this administration. But let's be honest, if it was not for Tesla sales of electric vehicles in the United States would be an absolute joke regardless of what the incentive structure is. And I say that not just because of the percentage of this number that were Tesla vehicles, but how many more would not exist had it not been for Tesla blazing the trail?

对于这个问题，我心情复杂。美国能源部长詹妮弗·格拉纳姆去年表示，美国的电动车销量超过了140万辆，同比增长了50%。这个数字很棒，可喜可贺。但是这个声明的目的实际上是为了政府借此炫耀他们对电动车销售的功绩。事实上，我们都清楚，美国之所以能够取得接近这个水平的销售数字，只因特斯拉这家公司的存在。是的，应该给予一定的认可。这届政府确实采取了一些有效的电动车激励政策和措施。但是说实话，如果没有特斯拉的电动车销售，无论激励机制如何，美国的电动车销量都将是一个笑话。我这么说并不仅仅因为特斯拉占了这一数字的比例，更重要的是如果没有特斯拉开辟道路，还有多少电动车根本就不会存在呢？

I know some of you are currently in the market so this is certainly relevant. We still have more and more dealers switching over to the point of sale rebate. Currently the count stands at around 9,000 auto dealers that have finally registered. In the first week of January alone an additional 1,000 auto dealers have now registered for the point of sale rebate. Here we have more proof the Chinese automakers are for real when it comes to EVs. Here we have the Galaxy E8, a newly launched EV from Glee. Last month the word was this vehicle was going to debut around $27,000 US dollars, fast forward to now and we learned it starts under $25,000 US dollars. 24,700 to be precise. Everyone's first question is always about the range. This has 412 miles on the CLTC cycle. So the rough conversion to EPA is roughly 65% so this could have in the neighborhood of 270 miles of EPA range. Plus it comes equipped with this massive 45 inch touchscreen. The top tier trim of this vehicle which will be in the neighborhood of $34,000 US dollars is actually on an 800 volt architecture. The point here this new Galaxy brand from Glee which is set to sell upwards of five plus different EVs by 2025 is a new brand to watch. Glee's ZEAKER brand is the more luxury variant competing with the likes of Tesla but the Galaxy brand is set to be a more affordable lineup. The Galaxy E8 starts deliveries in February and you have to ask the question if a vehicle like this were ever to make it to the US market, how do you think it would fare?

我知道你们当中有些人目前正处于市场中，所以这个消息肯定很相关。我们现在有越来越多的经销商转向销售点优惠政策。目前，已经有约9000家汽车经销商登记注册。光是1月的第一周，就有额外的1000家汽车经销商注册了销售点优惠政策。这里我们有更多证据，证明中国的汽车制造商在电动车领域是真真正正的。这里我们有自Glee推出的一款新的电动车型，名为Galaxy E8。上个月我们听说这款车将以大约27000美元的价格首次亮相，但现在我们得知它的起售价低于25000美元。准确地说，是24700美元。每个人的第一个问题通常都是关于续航里程的。这款车在CLTC循环测试中的续航里程为412英里。粗略转换为EPA标准大约为65%，因此它可能在EPA标准下的续航里程大约为270英里。此外，它还配备了一块巨大的45英寸触摸屏。这款车的高配款的售价将在34000美元左右，实际上采用了800伏的架构。重要的是，Glee推出的这个新品牌Galaxy计划到2025年销售至少五款不同的电动车型，它值得关注。Glee的ZEAKER品牌是更豪华的竞争对手，与特斯拉等品牌竞争，而Galaxy品牌则是一个更经济实惠的产品系列。Galaxy E8将于2月开始交付，所以我们必须问一个问题，如果像这样的车型真的进入美国市场，你认为它会有怎样的表现呢？

The car dealership guy on X shared this data from Cox Automotive and Kelly Blue Book showing us OEM sales in the United States. So for the full year, 2023, Tesla's overall market share was 4.2%. I guess fate really does love irony. So Tesla grew its deliveries for the year 25.4% and thus grew its overall market share by 40 basis points or 0.4%. GM still leading the way overall by over 300,000 vehicles for the year, they increased their market share up to 16.5%. Things were not so great for Stellantis as they lost 1.3% market share and not great for Toyota losing 0.8% market share. This means Tesla is now the eighth biggest automaker in terms of overall auto sales in the United States. Also of note, Rivian more than doubled its US deliveries for the year growing 146%. So overall, it's really cool to see Tesla now selling more cars in the United States than big name OEMs like VW, Subaru, BMW, Mazda and others. Replying to this post, Elon said, I was born 69 days after 420.

这位在X上的汽车经销商分享了Cox Automotive和凯利蓝皮书提供的数据，显示了美国原始设备制造商的销售情况。因此，2023年整年，特斯拉的总市场份额为4.2%。我猜命中注定真的喜欢讽刺。因此，特斯拉的交付量在该年增长了25.4%，从而使其整体市场份额增加了40个基点或0.4%。通用汽车在整个年度仍然领先，超过30万辆汽车，他们的市场份额增至16.5%。斯泰兰蒂斯的情况不太好，他们失去了1.3%的市场份额，丰田也失去了0.8%的市场份额。这意味着特斯拉现在在美国的整体汽车销量排名第八。另外值得注意的是，Rivian今年的美国交付量增长了146%。总的来说，看到特斯拉在美国的汽车销量超过大品牌原始设备制造商如大众、斯巴鲁、宝马、马自达等真的很酷。埃隆在回复这篇帖子时说，我在420天后出生的69天。

Across both Toyota and Alexis brands for last year, they sold 14,700 full BEVs in the United States. Starting in the second quarter of this year in Europe, VW is going to roll out ChatGPT and integrate it with its in-car voice assistant. This will be in its EV lineup, cars like the ID7, four, five and three, as well as the Tiggy one, Passat and Gulf vehicles. For now, VW models in the United States will not have this feature, but said it's being considered. For VW, ChatGPT will be integrated into the back end of its IDA voice assistant, which drivers can use to control infotainment, navigation and air conditioning, or to answer general knowledge questions. Examples shared were enriching conversations, clearing up questions, interacting in intuitive language, receiving vehicle specific info, and much more purely hands-free. If the voice assistant can't handle the request, it'll be forwarded anonymously to ChatGPT. The response will come through the IDA voice assistant so drivers may not even know when ChatGPT is in use. The CEO of VW's in-car voice assistant said they will explore collaboration to design a new LLM-based user experience as the basis of the W's next gen in-car assistant. This whole project, however, is separate from what Kariad is working on.

在过去一年的销售中，丰田和雷克萨斯品牌在美国销售了14,700辆全电动车。从今年第二季度开始，在欧洲，大众汽车将推出ChatGPT，并将其与其车载语音助手整合。这将出现在其电动汽车系列中，如ID7、四号、五号和三号，以及Tiggy one、 Passat和Gulf等车型。目前，大众汽车在美国的车型将不具备此功能，但表示正在考虑。对于大众汽车来说，ChatGPT将被整合到其IDA语音助手的后端，驾驶员可使用该助手来控制车载信息娱乐系统、导航和空调，或回答一般性知识问题。分享的示例包括丰富的对话，解答问题，用直观的语言进行互动，接收专属于车辆的信息等等，全程纯粹无需使用双手。如果语音助手无法处理请求，请求将匿名转发给ChatGPT。回应将通过IDA语音助手进行，因此驾驶员可能甚至不知道正在使用ChatGPT。大众汽车车载语音助手的首席执行官表示，他们将探索合作，以设计一种基于LLM的用户体验，作为下一代大众汽车车载助手的基础。然而，这个整个项目与Kariad正在工作的项目是分开的。

Honda is considering building an EV plant in Canada with a project possibly involving in-house battery production. This project may cost up to $14 billion, which is a massive number. They're expecting to decide by the end of 2024 with the new facility going on stream as early as 2028. With Honda already set to make EVs and batteries in Ohio by 2026, if this one goes through, it would be their second factory for such activities in North America.

本田汽车正在考虑在加拿大建立一家新能源车工厂，并有可能涉及内部电池生产。这个项目可能耗资达140亿美元，数额巨大。他们预计将在2024年底作出决定，并计划在2028年尽早启用这个新工厂。如果这个项目成功实施，那将是本田在北美的第二个专门用于新能源车和电池生产的工厂，因为本田已计划在2026年在俄亥俄州进行新能源车和电池的制造。

In the US, BMW currently offers four full battery electric models, the I-4, 5, I-7, and I-X. For the full year last year, they sold 45.4 thousand full BEVs or 12 and a half percent of their total sales for the year. This data from Clean Technica was as of November, but it should not have changed that much for December. So globally speaking, the EV, full BEV penetration rate for last year was around 13%.

在美国，宝马目前提供四款全电池电动车型，分别是I-4、5、I-7和I-X。去年整年，他们销售了45.4万辆全电池电动车，占当年总销量的12.5%。这份数据来自Clean Technica，截至去年11月，但对于12月来说应该没有太大变化。因此，从全球来看，去年全电池电动车的渗透率约为13%。

This video was shared on YouTube by Figure A competing robotics company, and they showed their Figure A1 making coffee, although I'd push back on that a little bit. All the robot really did was put the K-Cup for a Keurig machine into the machine, close the lid, press two buttons, and then that was all that the robot completed. As you're about to see, the robot never grabbed the full mug or anything else, but they did share this video clip of Figure A1 self-correcting some mistakes, actually getting the K-Cup into the slot. However, what I think is most impressive is what they said at the beginning of the video. They used AI end-to-end neural networks, video training, and the training time was only 10 hours, meaning Figure A1 learned how to do this task only by watching humans do the same thing. I'm speculating here, but I have a feeling that Optimus Gen 2 would be able to do this task and a bit more with a few hours of training itself. Again, though, not to diminish what Figure is achieving here, and if you haven't heard of them, another robotics name on your radar.

这个视频是由Figure A一家竞争机器人公司在YouTube上分享的，他们展示了他们的Figure A1制作咖啡的过程，尽管我对此有一些保留。其实，这个机器人只是把Keurig咖啡机的K-Cup放入机器中，合上盖子，按下两个按钮，然后任务就完成了。正如你即将看到的，机器人从未拿起完整的杯子或其他东西，但他们确实分享了Figure A1自我纠错一些错误的视频片段，实际上成功将K-Cup放入槽中。然而，在我看来，最令人印象深刻的是他们在视频开始时所说的。他们使用了端到端神经网络、视频训练和仅仅10小时的训练时间，这意味着Figure A1通过观察人类完成相同任务来学会了如何做这件事。我在这里推测，但我有一种感觉，Optimus Gen 2只需要几小时的训练，就能完成这个任务并且做得更好。然而，这并不是为了贬低Figure在这里取得的成就，如果你还没有听说过他们，建议你留意一下这个机器人公司。

According to a new Ford patent, it looks like they're working on a similar technology to what GM is doing with the Altium platform, where they have that modular system for using the same chassis for many different vehicle models. From the abstract, a vehicle chassis with interchangeable performance packages and related methods.

根据福特（Ford）的一项新专利，他们正在研发与通用汽车（GM）的Altium平台相似的技术。该平台利用模块化系统，在许多不同的车型中使用相同的底盘。从摘要来看，该专利描绘了一种具有可互换性能套件的车辆底盘以及相关方法。

Arash Malek on X shared a pretty cool video of some Cybertruck footage, and he brought in an F-350 owner who had some interesting comments. I wanna share just a few clips. Andy, what are you currently driving? I currently drive an F-350 Power Stroke. It's a big piece of truck. It's crazy, because we're hauling, you know, 3,000 pounds of weight, and the region still feels just as sensitive as without hauling anything. Like, there's no way I would be able to tell there's something back there, because even the acceleration doesn't feel like it's lagging at all. Tch, holy cow. That's nuts. My truck has a lot of horsepower, and there's no way I would accelerate like that. There's gonna be a lot of guys out there that love their diesel trucks and ho-hum about electric and all that and how far they can actually haul, but man, if you had a small company where you were running around with a trailer to different job sites, this thing can perform pretty dang well. I mean, once you're getting over 12,000 pounds, that's where you're getting in the commercial contractor use, where you're hauling small, you know, mini Xs or bobcats. It'd be interesting to see how it would haul like a bobcat on a small trailer. I don't think it would struggle too much, honestly. I think it'd be able to pull it pretty well, so people will struggle to find something big enough to really haul that you wouldn't then need like a diesel truck, you know what I mean? Oh, yeah. Yeah, my truck has a solve and premium sound and that doesn't sound as good. So let the conversion of the F series owners begin and continue.

Arash Malek在X上分享了一个非常酷的视频，展示了一些Cybertruck的镜头，并请来了一位F-350的车主发表了一些有趣的评论。我想分享一些片段。Andy，你现在开的是什么车？我目前开的是一辆F-350 Power Stroke。这是一辆很大的卡车。真疯狂，因为我们装载了3000磅的重物，但操控感觉跟没有装载任何东西时一样灵敏。就像没有任何后方负重一样，根本没办法察觉到有什么东西，因为加速甚至感觉不到任何滞后。哇，太惊人了。我的卡车有很多马力，可我根本无法加速到那样的程度。在那些热衷于柴油卡车，并对电动车以及其可行驶里程表示冷漠的人中，一定会有很多人喜欢这个卡车。假如你拥有一家小公司，需要在不同的工地之间运送拖车，这个卡车的表现相当不错。我的意思是，一旦你超过了12,000磅的负重，那就属于商业承包商使用的范畴了，你要运送一些小型挖掘机或装载机。看看这个卡车在小型拖车上运载挖掘机时的表现会很有意思。我认为它应该不会太费力，说实话。我觉得它应该能拉得很好，所以人们很难找到一些运送这种重量的东西，而又不需要柴油卡车，你明白我的意思吗？哦，是的。是的，我的卡车还配备了很棒的解决方案和高级音响，但声音并不那么好听。所以让F系列的车主们开始并继续进行转型吧。

According to Edmonds, in Q4, buyers put down an average of $7,074 on a new vehicle, and despite that figure continually trending up, in Q4, there was a new record for the average monthly payment for a new vehicle of $739 per month. This number will of course be impacted when more luxury buyers are in the market, but with interest rates where they are, car affordability is still going to be a hurdle for car makers to overcome as we head through 2024. Hope you guys have a wonderful day. You can find me on X linked below. Please like the video if you did, and a huge thank you to all of my Patreon supporters.

根据埃德蒙兹的数据，在第四季度，购车者平均首付新车7074美元，尽管这个数字不断上升，但第四季度新车平均月供的金额达到了每月739美元的新记录。当然，当市场上有更多豪华车买家时，这个数字会受到影响，但随着利率的影响，汽车的可负担性仍然是汽车制造商在2024年面临的难题。祝大家有个美好的一天。你可以在下面的链接找到我。如果你喜欢这个视频，请给视频点赞，还要非常感谢我所有的赞助者。