Tesla Teases New Features, China Records, Thailand Interest

Hey everybody RobMower here, happy Friday today we are going to be talking about some new features that Tesla has announced related to the holiday update and some visualizations, which are pretty interesting.

大家好，这里是RobMower，在这个愉快的星期五，我们将讨论特斯拉宣布的与节日更新和一些视觉效果相关的新功能，这些功能非常有趣。

We also got some news on Tesla in China, Thailand, and a few other items as well. By looking at the stock, Tesla basically tracking the NASDAQ again today up about a half percent, closing at $243.84, the NASDAQ up about a half percent as well.

我们还了解到了关于特斯拉在中国、泰国和其他一些国家的新闻。从股票市场来看，特斯拉今天基本上再次追随纳斯达克指数上涨了约0.5%，收盘价为243.84美元，纳斯达克指数也上涨了约0.5%。

We'll stay on the stock for a second. We got an interesting note from Bernstein analyst Tony Sakanagi today, long coverage, or long time covering Tesla for Tony Sakanagi and has pretty consistently been bearish on the stock. He is saying that Tesla is one of their best or actually is their best idea, shorting Tesla stock is their best idea for 2024. They see nearly 40% downside for the stock. Again, they have consistently seen 40% downside for the stock, probably as far back as I can remember, but a $150 price target on the stock and saying at a fundamental level, 2023 has been a very difficult year for Tesla with 2023 EPS, 50% below consensus estimates at the start of the year. Yet amazingly, the stock has nearly doubled year to date. Of course, all of us know that that doubling year to date happened because January 1st happened to be a low point for Tesla. If you go back even a couple more months, Tesla is actually down from October of last year.

我们将继续谈论股票。今天，我们收到了贝恩斯坦分析师Tony Sakanagi的一份有趣的报告，他已经长期跟踪特斯拉，并一直对该股持悲观态度。他表示，对特斯拉进行做空是他们在2024年最好的投资思路，他们认为特斯拉的股价可能下跌近40%。此前，他们一贯认为该股有40%的下行空间，这是我能回忆起的最早的预测。他们给出了150美元的股票价格目标，并表示，在2023年基本面方面，特斯拉经历了非常困难的一年，2023年每股收益较年初共识预期低50%。然而，令人惊讶的是，股票今年涨幅接近翻倍。当然，我们都知道这次翻番是因为1月1日恰好是特斯拉的低点。如果再回顾几个月，特斯拉其实从去年10月以来一直下跌。

A little bit disingenuous to frame things up that way. According to analyst estimates, Tesla is expected to grow volumes by over 400,000 units, so call it 2.2 million units next year, maintain flat prices, improve auto gross margins by more than 200 basis points, and asks why now what will be different in 2024? If these analysts estimates were missed for 2023.

以这种方式来呈现事情有点不真诚。根据分析师的估计，特斯拉预计明年销量将增长超过40万辆，因此预计达到220万辆，保持价格不变，将汽车毛利率提高超过200个基点，并问为什么现在不同于2024年？如果这些分析师对2023年的估计错了。

And honestly, that list is even way too long to go through. We're going to be in very different situations with downtime with Highland or with the Cybertruck. We've got interest rates where in 2023 interest rates were increasing and suffered a significant rate of change over the past six months prior to that. For 2024, that could be inflecting in the opposite direction. That alone is a huge change in the auto market. 4680s. We can just go down and on and on the list of what things are going to be different in 2024. It doesn't mean that these things are all going to come to fruition by any means. But the analyst should be giving us these answers to these sort of questions rather than just saying, hey, the stock missed estimates last year and it doubled, so we should short it. That analysis is not super helpful as opposed to things that would answer these types of questions. Obviously, in their analysis, they've got opinions on that. But again, historically, they have not quite gotten the Tesla story right most years. So we'll see, but obviously a pretty big headline there from Bernstein today relating to the stock.

坦率地说，那个清单太长了，没有必要一一解释。我们与Highland或Cybertruck的休息时间将会处于非常不同的境地。在2023年，利率一直在上升，并在此之前的六个月里发生了显著变化。而2024年，情况可能会朝相反的方向发展。这对汽车市场来说是一个巨大的变化。4680s。我们可以不断列举这些在2024年将会发生变化的事物。这并不意味着所有这些都会实现。但分析师应该给出这些问题的答案，而不只是说，嘿，股票去年落后于预期，但翻了一番，所以我们应该做空它。这种分析并没有太多帮助，与能回答这些问题的东西相比。显然，在他们的分析中，他们有意见。但是，历史上，他们在大多数年份并没有完全理解特斯拉的故事。所以我们拭目以待，但无疑，伯恩斯坦今天发布的一篇关于股票的摘要很重要。

Right getting into the software updates or new features that are coming, we've talked about this. We talked about the release notes that we had seen already. A couple of features though with this holiday update from Tesla that will be coming.

关于即将推出的软件更新或新功能，我们已经讨论过了。我们已经谈论过我们已经看到的发布说明。然而，特斯拉节日更新中将会有一些新的功能。

Custom lock sounds, we're not going to spend much time on that, but you know, when you lock your car, it'll make a sound with the horn. You can now change or you will now be able to change that to a number of different preset items or Tesla. And Tesla employees confirm that you'd be able to upload your own. So that'll be pretty interesting to see what people do with that.

我们不会花太多时间讨论自定义的锁车音效，但是你知道，当你锁上汽车时，它会发出一种带有喇叭的声音。现在你可以更改或者将来可以更改这个声音为多种不同预设的音效或者特斯拉的声音。特斯拉的员工们确认你将能够上传自己喜欢的声音。所以看看人们会怎样用这个功能会非常有趣。

But more interestingly, aside from other features that we had already gone through previously, Tesla is going to be adding a high fidelity park assist where you'll be able to see a 3D reconstruction of your surroundings while parking. So a lot of people have asked for sort of an overhead 360 camera view. I think Nissan has the patent for that. So I don't think Tesla is willing to license that. This could be their solution or answer to something like that. And hopefully something that ends up ultimately being even better someday, probably not going to be there initially, but it will be interesting to see the implementation of this. And there's a lot of promise with a feature like this for Tesla to make a very good system and something that can be superior over time in my opinion. So of course, we'll have to wait and see how good the implementation is. This was one of the things that Tesla's co-pad said. There was more to come with the software update, so this is one of those items. They also say that when you see the visualizations in person, they will absolutely blow your mind. And it's just a tease at what they've been experimenting with in terms of visualizations.

更有趣的是，除了我们之前已经介绍过的其他功能外，特斯拉将添加一项高保真度的停车辅助功能，您可以在停车时看到周围环境的三维重建图像。所以很多人要求类似于俯视的360度摄像头视图，我觉得日产拥有这个专利。所以我不认为特斯拉愿意授权使用。这可能是他们对此类需求的解决方案或答案。而且希望有朝一日能实现更好的解决方案，可能一开始不够完善，但看到这一功能的实现将是非常有趣的。在我看来，特斯拉有很大的希望开发出一个非常好的系统，并且随着时间的推移逐渐变得更加完善。当然，我们还需要等待并观察实施的效果如何。这是特斯拉的联合创始人之一提到的一件事。他们表示，在现场观看这些可视化效果时，绝对会让您大吃一惊。这只是他们在可视化方面进行实验的一个引人入胜的示例。

A couple more things here. They say everything you thought was possible with visualizations changes next year. And they talk about this being related to FSD version 12 a little bit, saying that until version 12, V12 drops, the wiper stuff won't be fixed, but they're saying that version 12 now delayed until mid to late January at the earliest. So it kind of sounds like there was originally some intent for version 12 to maybe be a part of this holiday update. I'm sure Tesla pushed hard for that, but it is now a little bit pushed back. So they're saying mid to late January again at the earliest. So that could obviously change, probably is likely to change at some point.

还有几件事情。他们说明一切你认为通过可视化可能实现的变化将在明年发生。他们稍微提到这与FSD 12版本有关，表示在12版本发布之前，雨刷的问题不会得到解决。但是他们也表示，现在版本12已经推迟至最早在一月中旬或一月下旬。所以听起来最初可能有一些意图让版本12成为这个节日更新的一部分。我确定特斯拉为此努力过，但现在情况有所推迟。因此，他们再次表示最早在一月中旬或一月下旬。所以这当然可能发生变化，很可能会在某个时间点发生改变。

Elon also added an interesting comment on this sort of comparison with 360 view or birds eye view parking. Homar said unpopular opinion, this feature is completely irrelevant in a world where cars drive themselves. Of course, we're not quite to that world yet, but I would agree with that when we do get there. The question is how long Elon says true, we are working on a feature where the car identifies probable viable parking spaces, you tap on one exit the vehicle and it parks there. So this would effectively create something like a reverse smart summon, hopefully a reverse actually smart summon, which of course we are still waiting on updates on that. Hopefully that'll coincide a little bit with version 12.

埃隆还就这种与360度视图或鸟瞰式停车相比较的评论提出了一个有趣的看法。霍马说，这种功能在车辆能够自行驾驶的世界中完全无关紧要。当然，我们还没有完全到达那个世界，但当我们达到那个世界时，我会同意这种说法。问题是埃隆说的真实情况会持续多久。我们正在开发一项功能，让车辆能够识别可能可行的停车位，您只需点击一个位置，离开车辆，然后它就会自动停在那里。因此，这将有效地创建一个类似于反向智能召唤的功能，希望是一个真正有用的反向智能召唤，当然，我们还在等待有关此功能的更新。希望这能与版本12有一些相符的内容。

But I think the feature in general is interesting and interesting to think of in the context of a Robo taxi, because I doubt Tesla would spend too much time on a feature like this if it wasn't something that they had in mind to utilize for a Robo taxi type of future. You could imagine this interfacing with something like a fleet manager where they're, you know, utilizing a lot of different robots, actually vehicles and have to kind of, you know, make those logistics work with parking and all of those sort of things. If there's a way for that communication to happen, which it sounds like is something that they're kind of working on building here, that helps.

但是我认为总的来说，这个功能是有趣的，并且在自动驾驶出租车的背景下思考也是有趣的，因为我怀疑特斯拉不会花太多时间在这样一个功能上，除非他们有意利用它来打造自动驾驶出租车。你可以想象这将与类似车队管理者的系统进行交互，他们需要管理各种不同的机器人和车辆，并且需要处理停车等各种物流问题。如果有一种通信方式可以实现，听起来这正是他们正试图在这里建立的东西，那将会很有帮助。

And of course, in the interim could be valuable even before, very valuable even before a full Robo taxi type of situation could be helpful for directing a vehicle when it's picking up a passenger or something like that, just so the passenger can help aid on where exactly the vehicle should be going. And you could also think of it in terms of, you know, integration with a large language model like Groc, we have talked a little bit about, you could integrate that and maybe give these sort of commands in natural language and then they could interpret it with this sort of software that is built in. So a lot of interesting things that this could develop into someday. And I think those are the most interesting parts about it because again, Tesla's probably not going to spend much time on something that they don't view as important in that context in the future.

当然，在实现完全的Robo taxi类型的情况之前，中间过程可能非常有价值，甚至在一辆车接乘客之前，就能为指导车辆的行进提供帮助，这样乘客就可以协助明确车辆的目的地。而且你还可以考虑如何将其与像Groc这样的大型语言模型集成，我们稍微谈论了一下，可以将其整合起来，可能以自然语言形式给出这些命令，然后他们可以通过内置的软件进行解释。所以这可能会发展成很多有意思的东西。而且我认为这些是最有趣的部分，因为再次说一下，特斯拉可能不会把他们认为并不重要的东西花太多时间去研究。

So in general, again, we'll wait and see how this feature comes to be. But I think people will welcome it. Hopefully it improves on what we've seen some complaints on with the removal of ultrasonic sensors and park assist and the current iteration. Of course, the idea there was for always always for that to improve over time. So hopefully this can be a step towards that.

所以总体来说，我们会等待并观察这个功能的发展。但我认为人们会欢迎它。希望它能在目前的版本中解决一些关于移除超声波传感器和泊车辅助功能的抱怨。当然，这个想法一直都是为了不断改进。所以希望这可以是迈向这个目标的一步。

All right, next up, we've got some new China numbers. I do want to point out production here. We're going to talk a little bit about in a second. Those numbers are coming from Roland Percher on X. I didn't actually get the production numbers yet. So I can't verify them. I'm not sure what his source is. Usually he gives pretty accurate information, but I just want to disclaimer on that that I don't know for sure if these are correct yet.

好的，接下来，我们有一些新的中国数据。我想在这里提一下销量。我们马上会谈论一下。这些数据来自 Roland Percher 在 X 上的报道。我实际上还没有得到销量的数据，所以无法验证它们。我不确定他的消息来源是什么。通常他提供的信息相当准确，但我只是想做一个声明，我目前还不能确定这些数据是否正确。

So first, we'll just talk about sales here quickly. Of course, we previously had wholesale sales. So that was 82,000 and a half almost. We now know the breakdown of that from Model Y to Model 3. Pretty similar to what we had seen or what we tend to usually see in terms of that split. Nothing crazy there. And then retail sales versus exports, 65,500 for retail. So that's domestic sales in China and just about 17,000 exports. So retail sales up significantly month over month. No surprise as we track the insured vehicle numbers weekly, those are retail, domestic sales, retail or domestic sales export, of course, down a little bit as Tesla working off of fixed production. So as retail rises, exports going to fall. I would imagine that this will level out a little bit, be closer to a 5050 split for next month, but we'll just have to wait and see.

首先，我们先快速讨论销售情况。当然，我们之前有批发销售。所以几乎是82,000个半。我们现在知道这个数字是从Model Y到Model 3的。这与我们以往看到的分配情况相当相似，没有什么太出奇的地方。然后是零售销售和出口销售，零售销售是65,500个，也就是国内销售，而出口销售则大约为17,000个。零售销售在一个月内有显著增长，这并不奇怪，因为我们每周追踪保险车辆数字，这些是指零售销售、国内销售、零售或国内销售出口，当然，由于特斯拉的固定生产车辆有限，出口销售有所下降。我想下个月这种情况会稍微平衡一些，接近50%的比例，但我们还得等待看看。

Elon did comment on this on X today saying that monthly numbers aren't meaningful as cars are manufactured in batches to minimize complexity, switching between parts for China, EU, et cetera. So still doing still commenting a little bit about batching in terms of production there.

埃隆今天在X公司评论说，月度数字并不具有意义，因为汽车是批量生产的，以减少复杂性，并在中国、欧盟等地之间切换零部件。所以他仍然在以生产批次的方式进行一些评论。

And this was in context of EV market share changing month over month, increasing to 12% from 6%. So although we saying monthly numbers are not meaningful in this market share perspective that's very much the case as we see, obviously a lot of volatility here month to month in these numbers. But when we're talking about production and things like that, it is still very interesting and important to look at.

这是基于电动汽车市场份额在每个月都在发生变化的背景下，从6%增加到了12%。因此，尽管我们说这个市场份额角度上的每月数据没有意义，但我们可以明显看到，这些数字在每个月间存在很大的波动性。但是，当我们谈论到生产等方面时，仍然非常有意义和重要进行观察。

So that brings us to production again, Roland Percher saying that production was 90,800 vehicles for Tesla at gigashang high in November. If we confirm this is accurate, which we should be able to do in the next couple of days, that's going to be a production record record for gigashang high. If we look at the split, we've got almost 36,000 Model 3 Highland vehicles, about 55,000 Model Y, which right around the average that we've seen over the last few months for the Model Y. But this would again be a record or would also be a record for Model 3 production. And this is just, you know, two months, three months after the downtime, hard to even call it downtime, but after the transition from the old Model 3 to the Highland Model 3. So extremely impressive.

这将再次引起我们对生产的关注，Roland Percher表示，特斯拉在吉加仓高地共生产了90,800辆车辆。如果我们确认这个数字准确无误，我们应该能在接下来的几天内确认，那将成为吉加仓高地的生产记录。如果我们看一下分配情况，我们有将近36,000辆海兰德版Model 3，约55,000辆Model Y，这与近几个月Model Y的平均产量大致相同。但这也将是Model 3生产的新纪录。而这只是在过去的两三个月内经历了停产期后，从旧版Model 3转向海兰德版Model 3。如此惊人的成绩令人印象深刻。

Again, we got to wait for confirmation of this. But if this number is right, that is going to do really good things for Q4 financials for the Model 3 Highland and the overall, you know, impact on the business, especially because those vehicles are selling at higher average selling prices than what we were looking at in the Model 3 for the Model 3 and Q3.

再次强调，我们需要等待对此进行确认。但是如果这个数字是正确的，对于Model 3的高地以及整体的财务状况来说将会带来非常好的影响，您知道，对业务的整体影响尤为明显，特别是因为这些车辆的平均售价高于我们在第三季度Model 3上的预期。

So I kind of bring this back to what's going to be different. Well, things like this are going to be different. And of course, we'll see. Hopefully that transition happened in the US at some point next year as well. I doubt it'll happen quite as quickly for the US, but if it can be anywhere close and also improve production numbers and costs and maybe get a higher average selling price for Model 3 in the US, that would be great for the business as well. So again, we'll keep an eye out for that to try to confirm that number and we'll come back to that when we do.

那么，我会把这个问题带回到将会有何不同。好吧，类似这样的事情将会有所不同。当然，我们拭目以待。希望明年美国也能进行这种转变。我怀疑美国不会像中国那样快速地实现，但如果能接近，并且提高生产数量和降低成本，并且可能在美国获得更高的Model 3平均售价，那对业务来说将会非常好。所以，我们会继续关注并努力确认这一数字，确认之后再回来讨论。

And we've also got a quick update on China. They have announced on their Waybo accounts, I believe that the Model Y standard range is sold out for the year. Of course, we've only got a few weeks left in the year. So it doesn't mean a whole lot at this point. But if you do remember, there was that insured, you know, insurance subsidy or partnership that was about 8000 RMB off of the price. So I think that promotion is now removed with this being sold out again, just the standard range version, but that was the only one that the promotion was eligible for as well. And we do actually see pretty long wait time still on the long range version of the Model Y. So interesting to see that and probably good news in general, since we had just seen that insurance boost added.

我们还有关于中国的一则快速更新。他们在Waybo上宣布，我相信Model Y标准续航版已经在今年售罄。当然，今年只剩下几周时间，所以这个消息目前意义不大。但是，如果你还记得，之前有一项以保险为基础的合作伙伴关系，可以使价格减免8000元人民币。所以我认为随着标准续航版的售罄，这个促销活动也被取消了，而且这个促销活动也只适用于标准续航版。实际上，我们仍然可以看到Model Y长续航版的等待时间相当长。所以这个消息令人感到有趣，但总体来说可能是个好消息，因为我们刚刚看到了保险投保的增长情况。

And we've also got another update in Asia. The prime minister of Thailand said that they said that he had met with Tesla executives, says I went out of my way to entertain them. So they would fall in love with Thailand. They're looking for 2000 Ray, right? Not sure exactly of land. So that'd be about 320 hectares, around 790 acres. But again, don't forget about significant digits on this. You know, probably best to just say, you know, a few hundred acres relating to that. So it'll be interesting. You know, we've just heard these reports that Tesla's expanding plans to expand Kigushang high for the next generation vehicle, what they would be doing that in Thailand, maybe additional production. Who knows, we're waiting to see what they do there, waiting to see what they do in India. They do energy plants and or some part of the supply chain. But nevertheless, interesting to see that these sort of visits and explorations are continuing elsewhere.

我们在亚洲还有一个最新消息。泰国总理表示，他与特斯拉高管进行了会面，表示自己尽力接待他们，希望他们爱上泰国。他们正在寻找2000雷，对土地的面积不确定。大约是320公顷，约为790英亩。但是在这个问题上，别忘了有效数字的重要性。最好只是说大约几百英亩。这很有意思。我们刚刚听说特斯拉计划扩大对吉古山高科技园的投资，用于下一代汽车的生产。或许他们也会在泰国进行额外的生产。谁知道呢，我们还在等待他们在那里的行动，还在等待他们在印度的行动。他们可能会建立能源工厂或参与供应链的某个环节。无论如何，看到这些访问和探索在其他地方仍在继续进行，真是很有趣。

All right, then a quick one here. KBB is reporting that the Model Y has now jumped to the second most registered vehicle in the United States following the Ford F-150. So just barely surpassing the Toyota RAV4 year to date through the first nine months. So exciting to see that. Hopefully this will continue. The F-150 is pretty decent step up there. And of course, there's a lot more variance of the F-150 than there would be for the Model Y, certainly in terms of price point and just kind of what the vehicle represents. But nevertheless, nice to see the Model Y surpass the RAV4. Of course, we've seen that in California for a long time, but nice to see that. Now, take place for the United States as a whole.

好的，那么这里是一个简短的消息。KBB报告称，特斯拉Model Y现在已经跃居美国注册车辆中的第二位，位列福特F-150之后。因此，在今年前九个月，它仅仅超过了丰田RAV4。看到这一点真是令人兴奋。希望这样的情况能够持续下去。F-150是一个相当不错的提升。当然，与Model Y相比，F-150的价格范围和其所代表的意义会有更多的差异。但无论如何，看到Model Y超过RAV4的成绩仍然令人高兴。在加利福尼亚州，我们长时间以来就已经看到了这一点，但在整个美国范围内也同样令人愉悦。

One quick thing on Tesla purchasing, you can now pre-qualify to finance your purchase with Tesla. So they'll do a soft credit inquiry, not a hard poll. So it won't affect your credit. I just put in a few things like income and of course your information so that they can check your credit. And then you'd be pre-qualified presumably pretty quickly, maybe instantly, with that information. So that's the process there a little bit smoother.

关于特斯拉的购买事宜，现在你可以预先获得特斯拉融资服务的资格。他们只会进行软性信用查询，而不会进行严格的调查。因此，这不会对你的信用记录产生影响。你只需提供一些收入和个人信息，以便他们可以核查你的信用状况。然后，借助这些信息，你很可能会很快、也许是即时地获得预先获得资格。因此，这个过程将会更加顺利。

Then last couple of things for today. The three reviewers that had the Cybertruck, so Top Gear, MKBHD, and Jason Camisa from Hagerty, they had a podcast today for Top Gear, just a 40 minute discussion about the Cybertruck. Nothing too new that we haven't talked about. They spent a lot of time on the steer by wire and just how that was one of the most impactful things. Getting into operating the vehicle, one of the things that stuck out the most to them and takes a little bit of getting used to. They talked about the quickness of the steering ratio and how people might have different preferences for that. I think Jason Camisa mentioned that that's something that Tesla engineer mentioned, that they're just shipping one version of it initially, but over time they can pretty easily add software updates to make that more customizable for people that maybe have different preferences. So again, mostly stuff we've heard, mostly positive stuff from all these reviewers, which I think reflects the reviews in general. But I did link that down in the description if you do want to check it out.

今天最后几个事情。《Top Gear》、MKBHD和Hagerty的Jason Camisa这三位评论员进行了一个关于Cybertruck的播客，仅有40分钟的讨论。关于Cybertruck，他们说的并没有什么新鲜的内容，我们已经讨论过了。他们花了很多时间谈论了转向系统，认为这是最具影响力的一点。对于操作这辆车，这是他们最为关注的事情之一，需要一点时间去适应。他们讨论了转向比的快速性，以及人们对此可能有不同的偏好。我记得Jason Camisa提到了特斯拉的工程师曾经提到，他们最初只会发布一个版本，但随着时间的推移，他们可以相对容易地通过软件更新来使其更具可定制性，以适应不同人的不同喜好。所以，总的来说，这些评论家大多数说的都是我们已经听过的内容，而且大部分都是正面的评价，这也反映了一般的评价。但如果你想听一听的话，我已经在描述中放了链接。

And then lastly, just a quick look ahead at the calendar for next week. Again, we talked about this earlier this week, but a couple of big items coming up, the CPI report on Tuesday morning, the PPI or producer price index report on Wednesday morning, and then we do have the next FOMC meeting on Wednesday afternoon. So no interest rate increases expected. I don't think it decreases expected everyone just kind of expecting it to stay stagnant, but the most interesting thing will be the statements and of course, Fed chair drone palace comments afterward. So keep a close eye on those things for next week, but that'll wrap it up for today. As always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on X at Tesla podcast and we'll see you on Monday for the December 11th episode of Tesla daily. Thank you.

然后最后，让我们快速预览一下下周的日程安排。我们这周早些时候已经谈过这个了，但是下周有几件重要的事情，星期二早上是CPI报告，星期三早上是PPI或生产者物价指数报告，然后我们还有下一个FOMC会议，时间是星期三下午。所以没有预期会有利率增加，我认为也没有降低的预期，大家只是预期会保持稳定，但最有趣的将是声明，当然还有联邦储备主席周四之后的评论。所以要密切关注下周的这些事情，但今天就到这里吧。如常，感谢您的收听。确保您已订阅并开启通知。您还可以在X上找到我，听《特斯拉播客》，我们将在12月11日星期一见。谢谢。