This Could Be Tesla's Moment / Elon on Optimus Cost / Shattered BESS Records ⚡️

Welcome to Electrified, it's your host Dylan Loomis, so not only will all new Tesla car purchases for the Model Y, S, and X now come with one month of free full self-driving, Elon also said all US cars that are capable of FSD will be enabled for a one month trial this week. I think it's pretty interesting that just last week Elon said for the first time Tesla is no longer compute constrained when it comes to training FSD, now we get all of these new incentives for free trials of FSD. So not only can Tesla now better take advantage of new data from new users trying out FSD, but they think it's good enough and smooth enough to roll out to all customers. In the US and hopefully soon after in Canada, it seems like a lot of people are making this out to be a move about Tesla making more money or selling more cars and sure those are going to be secondary benefits, the primary focus here as it has always been is solving FSD true autonomy as fast as possible.

欢迎来到Electrified，我是您的主持人Dylan Loomis，现在购买Model Y、S和X型特斯拉汽车将附赠一个月免费的全自动驾驶功能。埃隆还表示，本周所有能够支持全自动驾驶功能的美国车辆将启动为期一个月的试用。上周埃隆首次表示，特斯拉在训练全自动驾驶方面不再受到计算限制，现在我们将获得所有这些新的全自动驾驶功能免费试用的激励措施，我认为这很有趣。现在特斯拉不仅可以更好地利用新用户尝试全自动驾驶功能的新数据，而且他们认为这种功能已经足够好，足够流畅，可以推广给所有客户。在美国，希望很快在加拿大也实现。似乎很多人认为这是特斯拉为了赚更多钱或卖更多车而采取的举措，当然这些将是次要的好处，但主要重点始终是尽快解决全自动驾驶真正的自主性。

In my opinion, that's exactly why the pricing is what it is, we'll touch on that shortly. According to Tesla's scope, version 12.3.2 has now been added to the 2024.2 branch, this is being tested by employees right now and they're expecting a full release in April, this is also how the factory builds or customers taking new deliveries will have access to FSD on the lot to do those demo drives. When you buy a Tesla right away, you have to drive for between 50 and 100 miles to calibrate the cameras for autopilot and the word is Tesla has been prototyping a solution for this now for two years. Obviously it's not realistic for a customer to go pick up their Tesla and then drive around for 50 plus miles with the sales rep until the cameras are calibrated to then do their FSD test. But Elon did just say on X Tesla still needs to trim down the time for camera calibration. We're about to find out here in the coming weeks if Tesla has a solution for this ready. Tesla scope has said there's a 30% chance Canada gets version 12.3.1 but they're guaranteed to get version 12.3.2.

在我看来，这正是定价的原因，我们很快会谈到这个问题。根据特斯拉的范围，版本12.3.2现在已经添加到2024.2分支，目前正在由员工进行测试，他们预计将在四月份全面发布，这也是工厂建设或客户交付新车时可以在现场使用FSD进行演示驾驶的方式。当您购买特斯拉时，您必须驾驶50至100英里来校准自动驾驶的摄像头，据悉特斯拉已经在这方面进行了两年的原型解决方案。显然，对于客户来说，去提取他们的特斯拉然后与销售人员一起驾驶50多英里直到摄像头校准完成，再进行他们的FSD测试是不现实的。但是埃隆在X特斯拉上刚刚说过，特斯拉仍然需要缩短摄像头校准的时间。在接下来的几周里，我们将看到特斯拉是否已经准备好了这个解决方案。特斯拉的范围表示加拿大有30%的机会获得版本12.3.1，但他们保证会获得版本12.3.2。

On the Canada front, Rohan Patel said going forward, Canada will be no different than the US unless there's a regulatory or technical issue. Cyber truck falls into the regulatory case but we're closing in on a solution with Transport Canada. We're just playing a bit of catch up and aren't far from being able to enable a number of much anticipated updates for Canada. So over the next few weeks and months while Tesla tries to catch up bringing Canada up to speed with what US customers have been receiving, long term most of those differences should be erased unless it's regulatory or technical. Speaking of Transport Canada, Rohan said they've been entirely reasonable on a wide variety of issues and as you guys know I have no problem calling out regulators who are irrational or not acting in the public interest. We also learned that actually SmartSummon is near production ready status. It's currently in final employee testing. The expectation is for the first customers to receive it in the first half of April. They're saying it should mimic the level of improvement of FSD from version 11 to version 12. Elon saying on X that all cars in the US get a one month trial of FSD would imply a wide release of version 12 because I would assume that they're not going to release version 11 to any of these new folks.

在加拿大，罗翰·帕特尔表示，未来，除非遇到监管或技术问题，加拿大将与美国没有太大区别。Cybertruck属于监管案例，但我们正在与加拿大交通部接近解决方案。我们只是在追赶一点，离能够为加拿大实现许多备受期待的更新并不远。因此，在接下来的几周和几个月里，特斯拉将努力迎头赶上，让加拿大的进展与美国客户所收到的更新保持一致，长期来看，除非是监管或技术因素，大部分差异应该会消除。谈到加拿大交通部，罗翰说他们在各种问题上表现得非常合理，正如大家所知，我会毫不犹豫地批评那些不理性或不符合公众利益的监管者。我们也了解到，实际上SmartSummon已经接近生产就绪状态。目前正处于最后员工测试阶段。预计第一批客户将在四月上半月收到。他们表示，这应该会像FSD从第11版到第12版的改进程度相似。埃隆在X上说，美国所有车辆都可以获得一个月的FSD试用，这似乎意味着版本12会进行广泛发布，因为我想他们不会向这些新用户发布第11版。

So it sounds like version 12 will be going to an even wider release than a previous wide release would dictate given it's going beyond the roughly 400,000 users that have paid for FSD. I don't see too many people talking about it but this is a very big risk that Tesla is taking at least from a PR perspective. I think legally they should be covered with all of the disclaimers that you have to read through and click through before you activate FSD. We know version 12 is not perfect and there are still safety critical disengagement so hopefully all of these new people that are about to use the software are going to be extra cautious. I would have expected version 12 to do a regular wide release first going to all of the paying roughly 400,000 or so FSD subscribers. Maybe go through one or two dot revisions and then go to a wider release but here we are. In May 2023 Elon said once FSD is super smooth not just safe will roll out a free month trial for all cars in North America then extend to the rest of the world after we ensure it works well on the local roads and regulators approve it in that country.

因此，听起来第12版将比以前的广泛发布范围更广，因为它将超出大约40万付费购买FSD的用户数量。 我并没有看到太多人谈论这个问题，但从公关角度来看，特斯拉正在冒着非常大的风险。 我认为在激活FSD之前，他们应该通过所有必须阅读并点击确认的免责声明来保护自己法律上是可以的。 我们知道第12版并非完美，仍然存在安全关键的解除紧急制动，所以希望所有即将使用该软件的新用户都会更加谨慎。 我原本预计第12版会先进行常规广泛发布，首先走向所有约40万左右的付费FSD订阅者。 也许进行一到两个小版本修订，然后进行更广泛的发布，但我们现在已经有了这个结果。 2023年5月，埃隆（Elon）曾表示，一旦FSD变得非常流畅，而不仅仅是安全，将为北美所有车辆推出一个免费试用月，然后在确保其在当地道路上运行良好并获得监管机构批准后再扩展至全球其他地区。

On the pricing of FSD if Tesla hasn't lowered the prices to date I don't think they're going to lower the prices now as they're closer than they've ever been to actually figuring this thing out. It's pretty simple. Here's the disconnect. All along Tesla has viewed this program calling it FSD as a project that's in beta to solve for true autonomy. Most of the public in Wall Street views it as a level 2 driver assistance feature which technically in that regard they're correct. But eventually it doesn't matter where you're at on this spectrum because Tesla's going to figure it out and then it's going to become what Tesla has envisioned it as all along. And then at that point $12,000 is going to look like a steal. Don't misunderstand me I know we're not there and right now for the current value you get I wouldn't pay $12,000 for it either. I'm also not even trying to defend Tesla's decision on the pricing I'm just trying to articulate how I think they're thinking about this. At any point over the past few years Tesla easily could have focused on a level 3 system maybe some hands free on the highway but that's just never been what they're optimizing for. So in Tesla's mind FSD has always been about solving for true autonomy. It's always been priced as such and one of these days the software is going to deliver on those promises.

关于特斯拉全自动驾驶定价问题，如果特斯拉迄今为止没有降低价格，我认为他们现在不会降价，因为他们比以往任何时候都更接近真正解决这个问题。情况很简单。这里存在分歧。一直以来，特斯拉将这个项目称为全自动驾驶项目，以解决真正的自主性问题。大多数公众和华尔街认为它只是一个二级驾驶辅助功能，从技术角度来看，他们是正确的。但最终，不管你在这个谱上的位置如何，因为特斯拉将会解决这个问题，然后它将像特斯拉一直所设想的那样成为一个产品。在那个时候，支付12000美元将会看起来很划算。不要误解我，我知道我们还没有到那一步，就目前的价值来看，我也不会支付12000美元。我也不是在为特斯拉的定价决定辩护，我只是试图表达我认为他们是如何思考这个问题的。在过去的几年里，特斯拉随时可以专注于一个三级系统，也许某种程度上可以在高速公路上实现无手驾驶，但这从来不是他们优化的方向。因此，在特斯拉的心目中，全自动驾驶一直是解决真正自主性问题。它一直以这种价格定价，总有一天，软件将实现这些承诺。

That's just my long winded way of saying I would not get my hopes up for a price cut on FSD. And while Tesla gathering data in shadow mode may not be as valuable as real FSD miles it's definitely not nothing either. So maybe there's a world in the future where these trials don't pan out like Tesla expects and they feel like they need more data to get over the finish line then maybe they lower the prices temporarily. I did see this floating around Reddit I'm not sure if it's real or not but it's a follow up from that Elon email saying please do the same when cars are returned from service this is very important.

这只是我绕圈子说我不会对FSD价格下调抱太大希望的方式。尽管特斯拉在影子模式下收集数据可能没有真实的FSD里程数那么有价值，但也绝不是空白。也许在未来会有这样的情况，这些试验并没有像特斯拉预期的那样成功，他们觉得需要更多数据来突破障碍，那么也许他们会暂时降低价格。我在Reddit上见过有这种说法，不确定真实性，但是是从那封埃隆的电子邮件中的回复开始的，说请在车辆维修后做同样的事情，这是非常重要的。

Jan Lecun who's the chief AI scientist at meta had some choice words for Elon as he quote posted Elon talking about AI being smarter than humans. Jan said no if it were the case we would have AI systems that could teach themselves to drive a car in 20 hours of practice like any 17 year old but we still don't have fully autonomous reliable self driving even though we you have millions of hours of labeled training data responding to Jim Keller Tesla's former VP of autopilot hardware quote posting that Jan post Elon said Tesla self driving AI will be vastly better than human then Jim Keller who is very well respected in the hardware space said I agree the current trend will be to take driving off of the list of intelligence problems now on X Elon said found this in my fortune cookie tonight and it said take a vacation you'll have unexpected gains so that could be nothing or it could be a foreshadowing of Tesla's operation vacation that Andre Carpathi had talked about years ago the gist of operation vacation was that by automating most of the tasks related to training Tesla's networks Carpathi said that his team could almost sit back and let their networks automatically improve as long as the new data keeps coming from the fleet and hence the team could take a vacation given that this is effectively what we have now with version 12 and the end to end neural nets I think Elon alluding to this is not that far fetched quite frankly there are hundreds of different ways you could analyze this you could say Tesla's so confident in version 12.3 they know more people should be paying for it

杰·勒卡恩是Meta公司的首席人工智能科学家，他对埃隆有一些话要说。当埃隆谈到人工智能比人类更聪明时，杰说，如果是这样的话，我们就会有人工智能系统可以像任何17岁的孩子一样，在练习20小时后自己学会开车。但我们仍然没有完全可靠的自动驾驶系统，尽管我们有数百万小时的标记训练数据。对于特斯拉前自动驾驶硬件副总裁吉姆·凯勒的评论，他说特斯拉的自动驾驶人工智能将远远优于人类，杰姆·凯勒也表示赞同，目前的趋势是将驾驶从智能问题列表中移除。埃隆在回应时称，在今晚的幸运饼干里发现了一句话，上面写着“度假一下，你会得到意想不到的收获”。这可能什么都不是，也可能是提前预示了安德烈·卡帕希提多年前所提到的“度假计划”。这个计划的主旨是通过自动化大部分与训练特斯拉网络相关的任务，卡帕希提说他的团队几乎可以坐下来，让他们的网络自动改进，只要新数据不断来自车队，团队就可以放假。考虑到这实际上就是我们现在版本12的情况，以及端到端神经网络，我认为埃隆暗示这并不是什么难以置信的事实。事实上，有数百种不同的分析方式，你可以说特斯拉对版本12.3如此有信心，他们知道更多人应该为其付费。

you could say Tesla's sales growth is so stagnant they're now running paid ads on X Facebook Instagram Google search YouTube X and cars.com and now they're doing whatever else they can to generate interest in buying a Tesla aka they're getting desperate you can argue Tesla's trying to use FSD to sell cars or you can argue Tesla's FSD is going to sell more cars you can speculate on how much higher the take rates will go and how much incremental revenue and profits this could generate for Tesla but ultimately the main signal here should be that Tesla is confident enough in this version of FSD to make its official public debut not early adopters willing to pay a premium for a product that's been in beta for years but every single Tesla in the fleet in the United States and hopefully soon Canada with the proper hardware Tesla knows you only get one chance to make a first impression and that's experientially not reading an article about it and Tesla is making the bet that it's good enough right now this really is a huge milestone that Elon and Tesla have been thinking about for years and if you wanted to argue this is Tesla's chat GPT moment I would understand why just to verify at least for me going to cars.com you'll see the Tesla Model Y as a sponsored post right on the home page I think most of us are aware auto insurance rates have been going up nearly across the board but what most people don't know is that part of the reason is automakers are selling their customers data including their driving habits to insurance companies without them knowing. Later on the fact that the FTC reported in 2023 alone 2.7 billion dollars was lost to imposter scams with these trends increasing that's part of why I've partnered with Delete Me the sponsor of this video and look I spent an entire afternoon watching every YouTube video review about Delete Me in every write up that I could find to ensure that they are trustworthy and legit they've been helping families remove their sensitive data from all of these data brokers now for over 10 years and they're headquartered in the United States.

你可以说特斯拉的销售增长如此停滞，以至于他们现在在X脸书Instagram谷歌搜索YouTube和cars.com上投放付费广告，现在他们正在尽一切努力引起购买特斯拉的兴趣，也就是说他们变得拼命了。你可以说特斯拉正试图利用FSD来销售汽车，也可以说特斯拉的FSD将会销售更多汽车，你可以推测接受率会提高多少以及这可能为特斯拉带来多少增量收入和利润，但最终的信号应该是特斯拉对这一版本的FSD足够有信心，以至于让其正式公开亮相，不是为了早期采用者愿意为多年来处于测试阶段的产品付费溢价，而是每一辆特斯拉在美国车队里，并希望很快在加拿大，都配备合适的硬件。特斯拉知道你只有一次机会给人留下第一印象，这是通过体验而不是阅读一篇关于它的文章，特斯拉愿意打赌现在的产品足够优秀。这确实是埃隆和特斯拉多年来一直都在考虑的重要里程碑，如果你想说这是特斯拉的GPT聊天时刻，我可以理解。只需验证一下，至少对我来说，进入cars.com，你会看到特斯拉Model Y在首页作为赞助帖子出现。我想大多数人都意识到车险费用几乎全面上涨，但大多数人不知道的是，其中的一部分原因是汽车制造商将客户数据，包括他们的驾驶习惯，出售给保险公司而客户本人并不知情。此后，FTC报告称仅在2023年，冒名顶替骗局就造成了27亿美元的损失，随着这些趋势不断增加，这也是我与此视频的赞助商Delete Me合作的一部分。看，我花了一个下午的时间观看了关于Delete Me的每一个YouTube视频评论以及我能找到的每一篇写作，以确保他们是值得信赖且合法的。他们已经在美国总部帮助家庭从所有这些数据经纪人那里删除他们的敏感数据超过10年。

Here's my dashboard you'll get quarterly reports with all of this info showing things like how many listings have been viewed and how many listings with your sensitive data have been removed. The reports also show you the exact status of each data broker whether the removal is in progress or clean when the next scan is and what information of yours was exposed. So if you want to do what you can to protect your family from scam calls, phishing attempts, identity theft you can head to join deleteme.com slash electrified at linked below to get 20% off using my code electrified. As always thank you for considering supporting the channel.

这是我的仪表板，您将定期收到报告，其中包含所有这些信息，显示已查看了多少个列表以及删除了多少包含您敏感数据的列表。报告还会向您展示每个数据经纪人的确切状态，无论是删除正在进行中还是清除时，下一次扫描是什么时候，以及您的哪些信息被泄露。因此，如果您想尽力保护家人免受诈骗电话、网络钓鱼尝试和身份盗窃的侵害，您可以点击下方链接join.deleteme.com/electrified，使用我的代码electrified可享8折优惠。如往常一样，感谢您考虑支持该频道。

Here we are in Austin Texas at the domain. We're parking behind a Rivian and another car. Okay there's a little y waiting behind us. I'm really curious to see how she does. Okay we're going pretty close about a third away two feet maybe. Okay nice I think I did it reasonably fast honestly faster than I could do it. I'd say for now this is a rumor but Tesla scope was saying that the VIN on that leaked model 3 ludicrous was a production VIN meaning actual production could be right around the corner. They're expecting first deliveries in April.

我们现在在德克萨斯州奥斯汀的领域购物中心。我们停在一辆Rivian和另一辆车的后面。好的，我们后面有一辆小y车等着。我真的很好奇她会表现如何。好的，我们停得相当靠近，大概有三分之一的距离，也许两英尺远。好的，不错，我觉得我做得相当快，老实说比我自己做得快。我要说，目前这只是一个传闻，但是特斯拉的消息来源说那辆外泄的Model 3疯狂版的VIN是生产用的VIN，这意味着实际生产可能就在眼前。他们预计首批交付会在四月进行。

Charles Chi used to work at Waymo and just recently he said he was leaving Waymo to join Tesla and the autopilot and AI team and it sounds like he was pretty heavily recruited. He said on x day one at Tesla it's already mind blowing. When it comes to the Tesla China weekly sales data just know there are growing variabilities in the reporting of the data. You have Gary Black talking about 13.2 thousand Roland said 13.6 thousand and then the CNEV post said Tesla was at 13.7 thousand. Some weeks Liotto doesn't report the data so it's kind of a mess. I'm going with 13.6 thousand because usually the more recent numbers are the more accurate ones. Comparing that to the same weekend quarter four that number was 18.5 thousand.

查尔斯·吉（Charles Chi）曾在Waymo工作，最近他表示他将离开Waymo加入特斯拉的自动驾驶和人工智能团队，听起来他应该是被很大力地招募了。他说，在特斯拉的第一天就已经让人震惊。至于特斯拉中国每周销售数据，请大家要知道数据报告中存在一些不断增加的差异。加里·布莱克（Gary Black）说是13.2万，罗兰（Roland）说是13.6万，而CNEV的帖子则说特斯拉达到了13.7万。有些周，Liotto并没有报告数据，所以有点混乱。我会选择13.6万，因为通常最近的数字会更准确。将这个数字与去年同周季度四的数据进行比较，那时数字是18.5万。

Looking at the year over year number four quarter one over the same time frame Tesla is down 5.24 percent this year. For what it's worth week 12 in quarter one of 2023 was 15.9 thousand. The breakdown for this week was roughly 10.7 thousand model wise and 2.9 thousand model threes. China has initiated dispute settlement proceedings against the United States at the World Trade Organization to safeguard its interest when it comes to EVs. China said it was contesting discriminatory subsidies under the IRA.

今年第四季度与去年同期相比，特斯拉股价下跌了5.24%。2023年第一季度第12周，特斯拉的销量为15.9万辆，其中大约有10.7万辆是某种模型，2.9万辆是Model 3。中国已在世界贸易组织发起争端解决程序，旨在维护其在电动汽车领域的利益。中国表示，它正在对IRA下的歧视性补贴进行争议。

A spokesperson for China's Ministry of Commerce said it urged Washington to promptly correct discriminatory industrial policies and maintain the stability of the global industrial and supply chains for EVs. WTO rulings on trade disputes are supposed to take six months after an adjudication panel is set up but often take longer. Even if the WTO rules in favor of China the United States can always appeal it so we may have some back and forth here for months to come. There's been some obscure sparse reporting about Tesla in Italy. They're saying Tesla's in talks with the Italian government to make electric lorries and vans in Italy. A lorry is another word for a truck. They said the contacts have been going on for months on and off. The most serious contacts or conversations have been with Tesla but Italy is simultaneously negotiating with BYD, Great Wall and Sherry Auto. I would not put too much stock into this. We know Tesla needs to focus on producing semis at volume in the United States before they branch anywhere else.

中国商务部发言人表示，敦促华盛顿及时纠正歧视性的产业政策，保持全球电动汽车产业和供应链的稳定。世贸组织对贸易争端的裁决应在成立裁决小组后六个月内作出，但通常会拖延更久。即使世贸组织做出有利于中国的裁决，美国仍可以提起上诉，因此未来几个月可能会有一些来回。有一些关于特斯拉在意大利的零星报道。他们称特斯拉正在与意大利政府就在意大利生产电动卡车和货车进行谈判。货车是卡车的另一个词。他们表示，这些联系已经进行了几个月，断断续续。最严肃的联系或对话是与特斯拉进行的，但同时意大利也正在与比亚迪、长城和奇瑞汽车进行谈判。我认为不要对此抱有太大期望。我们知道特斯拉需要集中精力在美国批量生产卡车，然后再到其他地方发展。

On Layton a Tesla IT engineer Pat Rolke said I'm looking for an ace engineer to build a seamless private 5G service in between Tesla products and our private 5G infrastructure. Pushing low latencies and data rates to the limit is guaranteed. 5G networks have touted lower latencies around the 5 millisecond range when 4G networks can range anywhere from 60 to 100 milliseconds. The job listing does say this is for all Tesla vehicles, S3xy Cybertruck and Optimus on Tesla premises. The posting said for on-premise use cases like in manufacturing shop floors, outdoor areas and R&D labs.

在雷顿，一位特斯拉的IT工程师帕特·罗尔克表示，我正在寻找一位顶尖工程师来构建一个无缝连接的私人5G服务，将特斯拉产品和我们的私人5G基础设施连接起来。将低延迟和数据速率推到极限是有保证的。5G网络宣称其延迟较低，约为5毫秒左右，而4G网络的延迟范围从60到100毫秒不等。这份工作清单确实说明了这是为所有特斯拉车辆、S3xy Cybertruck和特斯拉场地上的Optimus而设的。招聘信息表示适用于制造车间、室外区域和研发实验室等现场使用情况。

It should be noted there's been plenty of hype around these private 5G networks now for years but as of late it's been tough to find the progress that many of these companies were hoping for. As part of India's offer to Tesla they allegedly offered Tesla to set up a 5G private network for its future manufacturing facility. And at the end of last year Tesla sued inter-digital and a pool of 5G patent holders alleging they've breached their duty to offer fair reasonable and non-discriminatory licensing rates. On X, Elon responded to Sam Coris saying complexity per unit mass is much higher with humanoid robots but still I think it ends up costing less than half of a car. Sam had said a humanoid robot is less than a tenth the weight of a car can the manufacturing ramp be 10x that of a vehicle.

值得注意的是，近年来围绕这些私人5G网络已经吹过很多风，但最近很难找到许多公司期望的进展。作为印度给特斯拉的提议的一部分，他们据称提出为其未来的制造工厂建立一个5G私人网络。去年底，特斯拉起诉了英迪格特和一群5G专利持有者，声称他们违反了提供公平合理和非歧视性授权费率的责任。在X公司，埃隆回应了山姆·科里斯的说法，认为人型机器人的质量复杂性更高，但我认为最终成本低于汽车的一半。山姆曾表示，人型机器人的重量不到汽车的十分之一，生产规模能否是汽车的10倍。

In quarter four of last year, Tesla's automotive cost of goods sold was roughly $36,000 so eventually producing optimists could fall in the $15,000 range when it comes to cogs. That however is an educated guess at best. This really is one of the key differentiations when it comes to optimists in some of these other humanoid robots, especially Atlas from Boston Dynamics, Tesla's optimist has been designed and geared for production specifically. We're talking high volume eventually hundreds of thousands if not millions per year. Not all other humanoid robots have been designed from first principles focusing on manufacturing.

去年第四季度，特斯拉的汽车销售成本大约是36000美元，所以最终生产成本可能会降至15000美元左右。不过这只是最好的教育猜测。这确实是乐观者在一些其他人形机器人中的关键区别，尤其是波士顿动力公司的阿特拉斯。特斯拉的乐观者是专门设计和调整用于生产的。我们谈论的是高产量，最终每年可能达到数十万甚至百万。并非所有其他人形机器人都是从首要原则出发专注于制造的。

As a way to officially launch the Ford Explorer EV in Europe, Jim Farley said congrats to Lexi Allford for setting a new record, the first global circumnavigation buying EV. She did it in the new Ford Explorer. This will be the first vehicle assembled at the Ford Cologne EV Center after their $2 billion renovation. This one should sound familiar, Australia's government will amend its proposed fuel efficiency standards for the auto industry by easing restrictions on carbon emissions. This decision follows pressures from automakers and the political opposition. The initial proposal was looking for a 60% reduction in emissions between 2025 and 2029. The new proposal has dropped down to a 50% reduction.

作为在欧洲正式推出福特探险者电动车的方式，吉姆·法雷向莱克西·奥尔福特表示祝贺，因为她创造了一个新纪录，成为第一个购买电动车全球环球航行的人。她是在新的福特探险者上完成的。这将是福特科隆电动车中心进行20亿美元翻修后首次组装的车辆。这一消息应该很熟悉，澳大利亚政府将修改其针对汽车行业的提议燃油效率标准，放宽对碳排放的限制。这一决定是在经济压力和政治反对力量的推动下做出的。最初的提议是在2025年至2029年期间将排放量减少60%。新的提议已经降至50%。

There was a tragic accident in the middle of the night last night in Baltimore. The Scott Key Bridge actually collapsed as the bridge was hit by a cargo ship that lost power and lost control. I don't really want to dive into implications here to come off as insensitive because lives were lost and there are still searches going on. I just wanted to put it on your radar if it's not already and mentioned that the port of Baltimore has been closed until further notice and that is the busiest US port for car shipments.

昨晚在巴尔的摩发生了一起悲剧事故。斯科特凯桥实际上坍塌了，因为一艘失去动力和控制的货船撞击了桥梁。我不想猜测可能的影响，因为有生命损失，救援工作仍在进行中。我只是想提醒大家，如果你还不知道的话，巴尔的摩港已经关闭，直到进一步通知，而那是美国最繁忙的汽车装运港口。

In Quarter 4 of 2023 in the United States, best deployments shattered previous records. These figures include grid scale and residential numbers. In Quarter 4, for megawatt hours, it was 12.4,000 up 99% quarter over quarter. As we've said, many times month to month, quarter to quarter deployments will be lumpy. But across the second half of 2023, we saw a significant uptick. Wood McKenzie said Q4 2023 was extremely strong for the US energy storage market helped by easing supply chain challenges and system price declines. The top three states for the quarter, California, Arizona and Texas.

在2023年第四季度，美国的最佳部署打破了之前的记录。这些数字包括电网规模和住宅数量。第四季度，按兆瓦小时计算，增长了99%，达到12.4万。正如我们多次提到的，月份到月份，季度到季度的部署会有起伏。但在2023年下半年，我们看到了显著增长。伍德·麦肯齐表示，2023年第四季度对美国能源储存市场来说非常强劲，得益于供应链挑战的缓解和系统价格下降。该季度排名前三的州是加利福尼亚州、亚利桑那州和德克萨斯州。

At about 5 p.m., Mr. Tesla on X posted a picture saying if you think version 12.3.1 is awesome. Just wait to see version 12.3.2. More importantly, this shows FSD version 12.3.2 on a 2024 branch, specifically .3.5. It sounds like he may be under an NDA. He said, I'm hoping it'll be okay by tomorrow to post some release notes and more info. Since we're already here, I might as well just share what he said. My humble opinion, FSD has solved in Amman FSD since 2020. Tesla stock closed today at $177.67 up 2.92% while the NASDAQ was down 0.42%. It was a higher volume day for Tesla trading about 16 million shares above the average 30-day volume. Don't forget, check out Delete Me linked below if you're interested.

大约下午5点，特斯拉先生在X上发布了一张照片，上面写着：如果你觉得12.3.1版本很棒，那就等着看12.3.2版本吧。更重要的是，这显示了2024年支线上的FSD 12.3.2版本，具体是.3.5。听起来他可能受到保密协议的约束。他表示，希望明天可以发布一些更新说明和更多信息。既然我们已经在这里了，我就分享一下他说的内容。我个人认为，FSD自2020年以来一直在努力解决问题。特斯拉股票今天收盘价为177.67美元，上涨了2.92%，而纳斯达克下跌了0.42%。特斯拉的交易量今天比30天平均交易量高出了大约1600万股。如果您感兴趣，请不要忘记查看下方的Delete Me链接。

Do what you can to protect you and your family from becoming a statistic. Hope you guys have a wonderful day. Please like the video if you did. You can find me on X linked below and a huge thank you to all of my Patreon supporters.

尽力保护自己和家人，避免成为统计数据。希望大家有一个美好的一天。如果您喜欢这个视频，请点赞。您可以在下面找到我的X 快速链接，非常感谢所有我的Patreon支持者。