Auto Sales May Be Hiding Bigger Picture + Tesla FSD Beta v12, Cybertruck Promo

Hey everybody, Rob Maurer here. Welcome back to Tesla Daily. Today we've got some interesting new data on the auto market for 2023. We also have some first impressions from employees, allegedly of FSD beta version 12.1, got a new cyber truck promotional video and a few other items as well.

大家好，这里是Rob Maurer。欢迎回到《特斯拉日报》。今天我们有一些关于2023年汽车市场的有趣新数据。据说我们还有一些员工对FSD Beta版本12.1的第一印象，还有一个新的Cybertruck宣传视频以及其他一些项目。

All right, Tesla today starting off the week at up one and a quarter percent. As I get to the right page here, the NASDAQ up 2.2% so a bit of an underperformance from Tesla on the day today. But still nice to see a stronger start of the week after a little bit of a tougher week last week.

好的，特斯拉今天开启一周，上涨了1.25%。当我找到正确的页面时，纳斯达克上涨了2.2%，因此特斯拉今天的表现稍显不足。不过，上周表现较为困难后，看到这个星期有一个更强劲的开始还是很不错的。

All right, getting into the auto data, which is where we'll start a little bit more broad than Tesla specific but some Tesla items in here, we can start with that. So this is data collected by Cox Automotive and Kelly Blue Book. And we can see Tesla sort of in the middle here in terms of market share at 4.2% market share in the United States, according to their estimates, again from KBV. So that's up for 10% year over year.

好的，我们来看一下汽车数据，这里我们将以相对泛泛的角度开始讨论，不仅仅包含特斯拉的一些内容，我们可以从这个方面开始。所以这些数据是由Cox Automotive和Kelly Blue Book收集的。根据他们的估算，我们可以看到特斯拉在美国市场份额中位列中间，占据了4.2%的市场份额，这是根据KBV的估算数据。所以这一数字同比增长了10%。

Pretty decent increase if you look at all these differences year over year, that's actually the third largest increase. So pretty decent gain for Tesla and the largest increase from any automaker of their size or lower, as you can see from the changes here. Some of the circles which they put on here, you can take a look at Toyota had the one of the largest declines at an eight, 10th of a percent market share drop year over year, Stellantis down 1.3%, Honda actually picking up the most at 1.3% increase in terms of the actual market share number.

如果你看看这些年度差异，这其实是第三大增长，所以增长还是相当不错的。对特斯拉来说，这是相当可观的收益，也是同等规模或更小的任何汽车制造商所取得的最大增长，你可以从这些变化中看出来。他们在这里注明了一些数据，你可以看一下，丰田的份额下降了百分之八点十，是其中下降最大的之一；斯泰尔兰蒂斯下降了百分之一点三；而本田在市场份额方面实际上增长了百分之一点三，是增长最多的。

I think they had a pretty tough 2022, if I remember correctly, I feel like we were talking a lot about Honda being down a lot. So may have been rebounding from a lower base, but nevertheless interesting to see some of these statistics.

我记得他们在2022年度过得相当困难，好像我们曾经频繁谈论本田业绩下滑的情况。所以他们可能是在从一个较低的基础上回复过来，但是看到这些统计数据还是很有趣的。

Now, one thing when we just look at the total auto market, so you can see change year over year from 2022 to 2023 in this middle section, obviously Tesla circled there up 25%. But looking at the total market, we see a 12% increase for the total market from 13.8 million vehicles roughly in 2022, about 15.5, 15.6 in 2023.

现在，当我们仅仅看整个汽车市场时，你可以看到从2022年到2023年这个中间部分的年度变化，很明显，特斯拉在那里增长了25%。但是从整个市场来看，我们可以看到总市场增长了12%，从大约2022年的1380万辆汽车增长到2023年的约1550万辆、1560万辆左右。

So almost a 1.7 million vehicle increase and it looks like pretty strong numbers for people, right? But throughout the year, we've talked about how this is a challenging sales environment with higher interest rates and things like that. So how does that necessarily fit with some of the numbers that we're seeing here? And that's been a question that we've talked about a few times, but we've got some new, I think really insightful data that they have collected here as well.

所以，车辆数量增加了近170万辆，看起来对消费者来说是相当强劲的数据，对吧？但是在整个年份中，我们一直都在谈论这个艰难的销售环境，包括较高的利率等等。那么这些数据与我们现在看到的一些数字相符合吗？这是我们之前已经多次讨论过的问题，但是这里他们收集到了一些新的、我认为非常有见地的数据。

So if we keep that 1.7 million additional sales figure in mind year over year, and we go to the very next slide here helpful order from their presentation deck, we can see that for 2023, which is the yellow lines on this chart, vehicle inventory increased 51% from the beginning of the year to the end of the year with roughly starting at 1.6, 1.7 million vehicles or so in total up about 900,000 vehicles to 2.5, 2.6, something in that range at the end of the year.

所以，如果我们记住每年额外的170万销售额，然后我们看一下他们演示文稿中接下来的非常有用的幻灯片，我们可以看到2023年的情况，也就是这个图表上的黄线，从年初到年末，车辆库存增长了51%，大约从1.6，1.7百万辆的开始，增加了约90万辆，到年底时达到2.5，2.6或者在这个范围内。

So 900,000 vehicles, that's more than half of the additional sales that we're seeing here, year over year. And that's 13.8, I don't know when that's a, it's almost a historical low, maybe 2021 was a little bit lower, but historically the annual sales rate for vehicles in the US is more like 17, 18 million.

所以说，这是90万辆车，相当于我们这里每年额外销售量的一半以上。而且这是13.8百万，我不知道这算不算历史新低，或许2021年稍微低一些，但从历史看，美国汽车每年的销售量通常在1700-1800万辆左右。

So this is coming off a really low base, it's growing, but half that growth seems to be vehicles that are just being sold and now are contributing to inventory at dealers. So you can see days of supply also supporting that. We're now back to over 70 days of supply from an inventory perspective industry wide in the US.

所以，这是从一个非常低的基数开始的，它正在增长，但其中一半的增长似乎是因为那些被销售的汽车现在成为经销商库存的一部分。你可以看到库存天数也支持这一点。从库存角度来看，我们现在回到了美国整个行业范围内超过70天的供应情况。

And you can see that's pretty much the highest mark with a small exception at the beginning of 2021, as of course, things have been very supply constrained post COVID. So that is starting to return now to a more normal supply position over the last 18 months or so that return has been happening.

你可以看到，除了2021年初出现的一个小例外之外，这几乎是最高的得分了。当然，由于COVID之后的供应持续不足，情况一直很紧张。然而，在过去的18个月左右，供应状况开始恢复到比较正常的水平，这种恢复正在进行中。

And that has allowed, I think, automakers to sell and restock that inventory. But now that dynamic is changing and we seem to be kind of at the end of that type of a period, it might coincide nicely with declining interest rates. We'll see on that that can be an effect, but it's an interesting rebalance on where the total market is right now.

这使得汽车制造商能够销售和补充库存。但是现在这种情况正在发生变化，我们似乎已经接近这种时期的尾声，而这可能与利率下降相吻合。我们将拭目以待，这可能会产生影响，但整个市场的重新平衡是一个有趣的现象。

We won't spend a ton of time on this one. The next slide is very interesting relative to what we're talking about, but you can kind of just see here how this is spread across from different automakers and gives you an idea of how impactful the inventory situation might be for each of them. So you can see a lot of stellantis stuff over here on the right, Toyota and Honda a little bit over here on the left, so they're probably better positioned in terms of where they're at right now, relative to the market, probably a little bit worse on this side.

我们不会花太多时间在这个问题上。下一张幻灯片与我们正在讨论的内容非常有趣，但你可以在这里看到这是如何分布在不同的汽车制造商之间的，从而让你对库存情况可能对它们每个人造成的影响有一个概念。所以你可以在这里看到很多关于雪铁龙的东西在右边，丰田和本田在左边有一点，所以相对于市场来说，它们现在可能处于更好的位置，但在这一方面可能稍微糟糕一点。

But if we go here again at the industry level, you can see since 2019 and pre COVID to where we're at now, this is looking at the incentive percent of the transaction price. So that is higher up here, which means that vehicles were being more discounted, more incentivized by dealers. And then on this axis, we've got the price share of MSRP. So basically how the actual final sale price compared to the MSRP. So here, you know, we've got it at 94% with a lot of incentives. Then in 2021, 2022 with low inventory, those discounts disappear, as we can see from this line declining, the MSRP or the sale price relative to MSRP increases, actually going above 100% for a period of time. And now these are coming back in a balance.

但是，如果我们再次从行业层面来看,从2019年和COVID之前到现在，我们可以看到这是根据交易价格的激励百分比。所以这里更高，意味着经销商对汽车进行了更多折扣和激励。然后在这个坐标轴上，我们有MSRP的价格份额。基本上是实际最终销售价格与MSRP的比较。所以在这里，我们有94％的折扣。然后在2021年和2022年由于库存短缺，这些折扣消失了，正如我们从这条下降线可以看到的那样，相对于MSRP的销售价格增加，实际上在一段时间内超过了100％。现在这些正在重新平衡中。

Again, like we would have seen a pre pandemic. So that along with the inventory graphs here suggest that there's been this period of time where this rebalancing has been happening and we're kind of now at the end of that and back to more normal market dynamics, where some of the things that, you know, we've been talking about maybe affecting Tesla more quickly are probably going to start affecting other automakers a little bit more significantly in terms of what's being disclosed by those automakers on their sales lines.

就像我们之前看到的那样，再次出现了以前流行病前的情况。因此，以及这里的库存图表表明，已经有一段时间发生了这种再平衡的情况，我们现在已经接近尾声，回到了更正常的市场动态，一些可能更快影响特斯拉的因素可能开始对其他汽车制造商产生更明显的影响，这些影响将在这些汽车制造商披露其销售线上的数据时显露出来。

So very interesting and, you know, we continue to be in a very dynamic period of time here for the auto industry with electric vehicles coming in, a high interest rate environment, a lot of technological change, all these sorts of things happening right now as we're starting to get a little bit of a more return to a normal market environment relative to where we've been with COVID.

非常有趣的是，你知道的，我们目前正处在汽车行业非常动态的时期，电动汽车的进入、高利率环境、大量的技术变革等等，所有这些事情正发生在我们逐渐恢复到与COVID前相对正常的市场环境中。

And then dealers, we've already talked about how dealer profits really, really spiked up very significantly, 2021, 2022. That is now starting to come back down. We'll see how much dealers are okay with that. Obviously, their control over that is a little bit limited but they seem to want to try to hold on to that unsurprisingly.

然后，经销商们，我们已经谈论过经销商利润在2021年、2022年大幅增长。现在开始回落了。我们将看看经销商对此有多少接受度。显然，他们对此的控制有些有限，但他们似乎想要试图保持住这种利润增长，这并不令人意外。

But you can see sentiment here. I think this is just kind of an index of sentiment. So you can see for new vehicle inventory that's now increasing for inch-sized profits, now decreasing as these come back into balance. So again, just very interesting data here, I think, and really good annual data for us to kind of take a look at that gives us a feel of where the market is, you know, where the market has been, where the market is right now, and where the market is potentially going from this point. So we continue to keep an eye on this data as it comes in.

但是你可以在这里看到情绪。我认为这只是一种情绪指数。所以你可以看到新车库存现在正在增加，因为成本利润正在下降，当这些趋于平衡时，可以看到它们正在减少。所以再次说，这里有非常有趣的数据，我认为这是非常好的年度数据，可以让我们了解市场的情况，知道市场过去的情况，以及市场从现在可能朝何方发展。所以我们会继续密切关注这些数据的进展。

Now with the year wrapped up, we are starting to get some sort of annual sales estimates and rankings and things like that. So according to car and driver in the United States, Tesla, the Model Y is the fifth best-selling vehicle. You can see some of the vehicles ahead of it, RAV4, a couple of pickups, I guess three pickups here. So for, you know, a car type of vehicle, just coming in second, barely behind the RAV4 according to these estimates, but of course, Model Y would be at a much higher price point than the RAV4. So very successful, of course, in the United States, no surprise to us there.

现在我们将今年的业绩总结起来，开始得到一些年度销售预估和排名等信息。根据美国的《汽车与驾驶员》杂志，特斯拉的Model Y成为第五畅销的车型。你可以看到在它之前的一些车型有RAV4，两三款皮卡。所以就轿车类型来说，根据这些预估，Model Y仅次于RAV4，但当然价格会比RAV4高得多。在美国取得了巨大的成功，对我们来说并不意外。

Worldwide, I think we're still waiting for figures to kind of come in. I think there may be a been a couple articles saying that the Model Y is the best-selling vehicle in the world. Certainly we've talked about that for, you know, that possibility for past quarters this year. We will see if that comes to be the case for the entire year. I don't know that we have enough data quite in yet to make that determination or for others to make that determination. I'm not calculating those things myself, but we'll keep an eye on that and hopefully something that we do see as we get more data in.

全球范围内，我认为我们仍在等待数据的到来。有几篇文章称Model Y是世界上最畅销的汽车之一。今年我们肯定已经讨论了这个可能性，看看是否会成为整个年度情况。我不确定现在是否有足够的数据来做出这个决定，或者让其他人做出这个决定。我没有亲自计算这些事情，但我们会继续关注，并希望随着我们获取更多数据，能够看到这一点。

And then we talked a little bit about European sales. Roland Percher here on X does a great job of tracking these things individually by country. So in aggregate for 2023, we've talked about kind of the high and the low ends of these spectrums with Denmark. We covered in Germany. We covered as well with overperformance, a little bit of underperformance. UK, a little bit on the bottom there. I think UK had some tax and incentive changes this year that were pretty significant. But outside of Germany and the United Kingdom, we do see in Europe a lot of growth in all these markets as we can see here. Some of them pretty significant. And I guess this is even beyond Europe, but specifically we haven't talked quite as much about Europe. So you can see kind of all the impacts and strong growth rates in each of these countries, which is nice to see again, because we kind of talked about both ends of the spectrum, but now we can get a little bit more feel for some of those in between countries and some of the strong growth that Tesla has seen there as well. So nice to see some of those things. And again, thanks to Roland for aggregating that data.

然后我们稍微讨论了一下欧洲市场销售情况。Roland Percher在X方面非常擅长通过各个国家来追踪这些数据。所以在2023年的整体上，我们讨论了丹麦的高点和低点。我们也谈到了德国和表现超出预期的一些地区，以及稍微表现不佳的地区。英国在这方面稍微有些下降。我认为英国今年对税收和激励政策进行了一些相当重要的变化。除了德国和英国之外，在整个欧洲地区，我们可以看到所有这些市场都有相当大的增长。有些增长幅度相当显著。我想这甚至超出了欧洲，但我们还没有详细讨论过欧洲的情况。因此，你可以看到每个国家的所有影响和强劲增长率，这确实是一件好事，因为我们已经谈论了两个极端，现在我们可以对一些中间国家和特斯拉在那些地方的快速增长有更多的了解。很高兴看到其中一些情况。再次感谢Roland汇总这些数据。

All right, next up, we'll move on to FSD version 12.1. So I've got some highlights here just to help me remember we'll make those look a little bit easier for you guys to read. But this is from Tesla's scope. They are getting feedback from people that are testing version 12.1. So employees that do have access already and they've got a few things to share here. So first one is on actually smart summon. They say that as of this weekend, Tesla's begun internal testing of actually smart summon on the version 12 end-to-end architecture. So that's a feature that we've been waiting for for quite a long time. And definitely one that I'm excited about, especially with the transition over to the end-to-end architecture, hopefully this is a massive improvement in smart summon. But we'll see, but exciting that Tesla's starting to test that now because hopefully, as we get to the point where the FSD version 12.1, employee test has become more broad, we're getting a little bit closer to that. Also means we're probably getting a little bit close to actually smart summon in customer vehicles as well.

好的，接下来，我们将转向FSD 12.1版本。我这里列出了一些要点，以帮助我记住，也让大家更容易阅读。但这是来自特斯拉的观测结果。他们正在收集测试12.1版本的人们的反馈意见。因此，已经获得访问权限的员工在这里分享了一些信息。首先是关于"智能召唤"功能。他们说，从本周起，特斯拉已经开始在12.1版本的端到端架构上进行内部测试。这是我们期待已久的功能，并且我对此非常激动，尤其是随着过渡到端到端架构，希望"智能召唤"能有显著改进。我们将拭目以待，但令人兴奋的是，特斯拉现在开始测试了，因为随着FSD 12.1版本的员工测试范围扩大，我们离此功能也越来越近了。这也意味着我们可能也离真正的"智能召唤"在客户车辆上的应用更近了一步。

Then they go through a little bit of the timeline on the things they've shared on version 12.1. They say that originally they were communicated at targets of January 5th for this broader release of FSD, beta 12.1 to employees that we have talked about. They said this actually ended up coming a little bit earlier. So on December 27th, over a week earlier than expected, was when that wave one expansion actually happened. So that's a positive sign that that happened a little bit more quickly than maybe that initial target. Hopefully suggest that things went well with sort of their initial testing. And they say that was substantially faster than the rollout of version 11, which was of course the transition over to FSD beta on highways. So also a big change, but maybe took a little bit longer for them to validate and kind of expand that test internally. So nice to see that. And hopefully suggest positive things in terms of the rollout timing.

然后他们简要回顾了他们在12.1版本上所分享的一些时间线。他们表示最初计划在1月5日向员工发布这个更广泛的FSD测试版12.1。实际上，这个发布时间提前了一点。所以在12月27日，比预期早了一个多星期，波及第一阶段的扩展就已经开始了。这是个积极的迹象，说明事情进展比最初的目标稍微快一点。希望这意味着他们的初步测试进展顺利。他们还提到这一版本的推广速度比11版本快得多，11版本是针对高速公路的FSD测试版推出的。虽然这也是个重大变化，但他们可能需要更长的时间来验证和内部扩大测试。看到这样的结果是令人高兴的，并希望能够顺利推出。

Then they've also shared some feedback here. They did it, it sounds like a little bit of a survey. Surveys you always gotta be a little bit careful about in terms of how the questions are structured and things like that. So take this maybe with a little bit of a grain of salt. But from the feedback that they got from some employees, they said 72% expressed improvements in human-like behavior and general stability with FSD beta version 12 compared to version 11. 20% noted no change, 8% noted somewhat worse than experiences. 40% say they improved roundabouts, 50% no change, 10% worse than experiences, 37% improvement in lane keeping, 60% noted no change, 3% noted some worse experiences. So again, kind of depends on how the question is phrased and things like that. But largely positive, although not so positive that we should expect this to be like a flip of a switch and all of a sudden FSD is solved. Hopefully no one was expecting that as we have talked about it's gonna take time to continue to build on this architecture and improve the architecture over time. But hopefully this initial version is still a nice step forward with of course maybe some regressions, but hopefully the regressions are minor relative to the improvements that we do end up seeing. So hopefully a nice sign there for in a couple of ways both on the timeline and in these initial sort of feedback points on FSD version 12.

然后他们还在这里分享了一些反馈意见。听起来像是一份小小的调查。关于调查，总是要注意问题的结构和其他方面的问题。所以可能要抱着持谨慎的态度来看待这些反馈。但从一些员工的反馈中得到的信息来看，有72%的人表示与FSD测试版本12相比，它在人类行为和整体稳定性方面有所改进。有20%的人表示没有变化，8%的人表示体验比以前略差。在改进环形交叉口方面，有40%的人表示有所提升，50%的人表示没有变化，10%的人表示体验变差。在车道保持方面有37%的人表示改进，60%的人表示没有变化，3%的人表示体验有所下降。所以，这些结果还要根据问题的提问方式等因素来分析。总体来说，反馈结果是比较积极的，尽管并不是如此积极，以至于我们期望通过一次切换就能解决完全自动驾驶的问题。正如我们之前所说，需要时间来不断改进这个架构。但希望这个初始版本仍然是一个往前迈出的好步骤，当然可能会有一些退步，但希望相对于我们看到的改进来说，这些退步是小的。所以希望这个时间表和有关FSD版本12的初始反馈都是好的迹象。

So they say to summarize, Tesla's rapid rate of improvements in progress since version 11 leans towards our production of initial release of V12 customers this month. A very likely chance of actually smart summon slipping later into the end of Q1. They talked about how there's been a little bit of priority shift to try to get Cybertruck ready to go on FSD beta as those have started to be delivered to customers of course, but I think exciting signs across the board here on some of this technology. So keep an eye on that. And again, these are rumors from Tesla scopes so take them with a grain of salt, but hopefully those are largely accurate.

所以他们说总结一下，特斯拉自版本11以来在进展速度上的快速改进倾向于本月生产V12初版的客户。实际上，智能召唤可能会延迟到第一季度末。他们谈到关于将一些优先级转移至试图使Cybertruck准备好参与FSD测试，因为这些车辆已经开始交付给客户，当然，我认为这些技术在各个方面都有令人兴奋的迹象。所以请密切关注。再次强调，这些是来自特斯拉的传言，所以请持怀疑态度，但希望这些传言在很大程度上是准确的。

All right, next up kind of a hot topic over the weekend, a Wall Street general report here that says that Elon Musk has used illegal drugs. We're worrying leaders at Tesla and SpaceX. So of course we see articles like this, not infrequently I would say. It kind of goes through what their sources say largely are concerns that the sources say were expressed at various points in time over the last sort of five to six years I would say that maybe board members or other executives had about Elon impossible drug use throughout that period of time.

好的，接下来的话题是一个周末期间非常热门的议题：一份华尔街的综合报告称埃隆·马斯克使用了非法药物，这让特斯拉和SpaceX的领导们感到担忧。当然，我们经常看到这样的文章。这些文章主要引用了一些消息源的说法，他们表示在过去的五六年中，董事会成员或其他高管曾多次对埃隆的可能的吸毒问题表示担忧。

They say Elon Musk and his supporters offer several explanations for his contrarian views, unfiltered speech and provocative antics, their expression of his creativity or the result of mental health challenges or fallout from his stress or sleep deprivation. But then they go on to say that drugs is also another concern from some executives during some periods of time. So we're not gonna go through this entire article, feel free to do that. But I think the ironically the sort of introductory sentence here explains it I think pretty well. Like they go through a couple of examples that say that people at periods of time, maybe relating to the funding secured tweet or there was a SpaceX meeting that they mentioned, that they say that during those periods of time, people were maybe concerned that there was drug use involved in some of the decisions that Elon had made at the time. But as this introduction also explains, there are certainly other reasons that could attribute to those things. So although maybe there were concerns at periods of time, it certainly I don't think would be anything surprising for Elon to make a decision or say something that would be unusual without any contribution from drugs. I don't think that that is a requirement for that sort of an occurrence to happen.

他们说埃隆·马斯克及其支持者对他持相反观点、直言不讳和挑衅行为提供了几种解释，认为这是他创造力的表达、心理健康挑战的结果，或者是压力或睡眠不足带来的后果。但接着他们提到，在某些时期，一些高管也对药物问题表示担忧。所以我们不会详细介绍这篇文章的内容，你可以自行阅读。但是，讽刺的是，这里的引言句子很好地解释了这个问题。例如，他们举了一些例子，说在某些时期，也许与当时的资金保证推文或太空探索技术公司的会议有关，人们可能担心埃隆当时的决策中涉及了药物的使用。然而，正如这个引言所解释的，这些事情很可能有其他原因解释。所以，尽管可能在某些时期有所担忧，但我不认为埃隆在做出不寻常的决策或说出奇怪的话时一定需要药物的参与。

So again, feel free to form your own opinions on this. Elon did comment and say, after the Joe Rogan experience, he agreed at NASA's request to do three years of random drug testing. Not even trace quantities were found of any drugs or alcohol. So that's Elon's comment on the matter. And beyond that, I think it's, inside sources a little bit speculative and things like that. I wouldn't be surprised if Elon has experienced has experimented with some of these things. I would probably be more surprised if he hadn't. But whether or not that is something that is significant or impactful to Elon or how he manages the companies, I think his track record over this period of time obviously kind of speaks for itself. So again, everyone's gonna have different opinions on those sorts of things, but feel free to form your own.

所以，再次强调，你可以根据自己的意见来判断这件事。埃隆在参加乔·罗根的节目后回复说，他在NASA的要求下同意接受三年的随机药物检测。没有发现任何毒品或酒精的痕迹。这就是埃隆对此事的评论。除此之外，我认为内部消息有些推测性，等等。如果埃隆没有尝试过其中一些事物，我会感到惊讶。但是，无论这些事物对埃隆生活是否重要，或者对他管理公司有何影响，我认为他这段时间的业绩已经明显说明了问题。所以再次强调，每个人对这些事情会有不同的看法，但请随意形成自己的意见。

All right, next up, we've got a 60 second promotional video of the Cybertruck that Tesla has posted. Interesting that it's exactly 60 seconds as that would be a relatively common advertisement spot length. So it does a nice job of just going through a lot of the different features that, you know, the Cybertruck has that we've talked plenty about. But I think it does a great job of just highlighting those things for people that maybe, you know, don't have the familiarity with it. Maybe you wouldn't expect it to be capable in the ways that it is capable of. So I think it does a great job of just highlighting those things and maybe introducing them to be people that don't have that general awareness, which we have talked about sometimes is a need to hopefully increase that awareness. So nice to see this.

好的，接下来，我们有特斯拉发布的一段60秒的Cybertruck推广视频。有意思的是，它恰好是60秒，这是相对常见的广告播放时长。所以这段视频很好地介绍了我们之前讨论过的Cybertruck的许多不同功能。但是我认为，它非常出色地突出了那些对于可能不了解Cybertruck的人来说，他们可能不会期望它在某些方面的能力。因此，我认为它很好地突出了这些特点，或许能够向那些对它不太了解的人们介绍，并希望增加他们的认识度。所以很高兴看到这个。

I would imagine that this is a little bit of a test for Tesla to maybe, you know, throw this in on YouTube videos or wherever else they've done a little bit of this type of advertising before. I think this one's probably a little bit better than some of the other examples that we would have seen. I don't think this is sort of end state of what a Tesla advertisement would look, but I think it's progressing. There have been a lot of people that said, you know, this would make a great Super Bowl ad. I agree that it would. I don't think Tesla's probably quite there yet. They seem to be experimenting in very small ways right now. I wish they would maybe just, you know, take the right off, right, take the loss of the five or $10 million or whatever the Super Bowl, commercial costs and give it a shot because we do actually have a bit of data on that when Tesla in the past posted that they received a spike in orders just from others advertising EVs on the Super Bowl. They actually called that out maybe to their own detriment now in terms of this argument. They actually called that out in one of the earnings decks after the Super Bowl. So I think maybe just go for it and learn from there, but Tesla seems more eager to start in very small ways at this point in time. So it's not something I expect, but nice to see them continuing to kind of work on these things and hone their craft a little bit. And hopefully over time, that can become a really strong area of Tesla's business as well.

我想象这可能是对特斯拉的一种小小的测试，也许他们会在YouTube视频或其他一些他们以前也尝试过的广告渠道中进行尝试。我认为这个广告可能比我们之前看到的一些其他例子要好一些。我不认为这是特斯拉广告最终的形态，但我认为它是在进步中。有很多人说，这个广告可以成为一个很棒的超级碗广告。我同意这一点。但我认为特斯拉可能还没有到那个程度。他们看起来目前只是在小规模地试验。我希望他们也许可以放手一搏，承担五到十万美元的超级碗广告费用，并尝试一下，因为我们实际上确实有一些数据，当特斯拉过去发布了一些关于其他广告电动汽车在超级碗上带来订单激增的消息时，他们可能有点后悔这一点。他们在一次财报中提到了这一点，所以我认为也许他们可以试试看，并从中学习，但特斯拉似乎更愿意从小规模开始。所以这不是我期待的，但很高兴看到他们继续努力改进，并逐渐成为特斯拉业务的一个非常强大的领域。

Also a quick one on the Cybertruck here. We continue to see more and more wraps come out. So T Sportsline has published one that is a sort of matte or satin white, which is kind of fun to see all these different variations. So I wanted to highlight that today in case you had no chance to see that yet either. So we continue keeping out for more of those, always fun.

关于Cybertruck的另一个简要消息。我们越来越多地看到有关Cybertruck的新覆膜发布。T Sportsline发布了一款类似于哑光或缎面白色的覆膜，看到所有这些不同的变化真是一件有趣的事情。所以今天我想要特别提一下，在你还没有看到的情况下。我们将继续关注更多类似的覆盖，总是很有趣的。

And we've got an update here on one of Tesla's vehicles. This seems to be relating to some of the EPA range changes that we had talked about before. Tesla may be doing some things to optimize alongside that. One of those things may be related, maybe not, but one of those things seems to be a reduction in the speaker count for the Model Y rear wheel drive. So obviously the opening price point Model Y used to come with 13 speakers. Looks like it's now been reduced to seven speakers and also the subwoofer seems to have been removed. I wish they would have kept the subwoofer. It's probably the heaviest of the speakers, I would guess, but in general, I think this is probably a good move. There are certainly people that care a lot about speaker, speaker quality, audio quality and vehicles, but there's also a huge number of people that really just don't notice it, don't care, could be happy with the reduced weight, the reduced wiring, the reduced power draw from, I don't know how significant that is, probably not significant, but obviously reduced costs as well. So I think if people do have interest in that, it would be nice if they could get this configuration with an upgraded sound system. That'd be, I think, ideal scenario. In the absence of that though, I think probably reducing it, minimizing it a little bit more, probably makes sense for Tesla, because again, there's gonna be, I think, a pretty decent chunk of people that are certainly satisfied with this and I would have to imagine that, how important Tesla, how important audio is to Tesla, that this is probably still a pretty good configuration in these vehicles as well. So kind of interesting to see that update.

我们在特斯拉的一辆车上有了最新消息。这似乎与我们之前讨论过的EPA里程改变有关。特斯拉可能会做一些优化工作。其中之一可能与之相关，可能不相关，但其中之一似乎是减少 Model Y 后驱车型的扬声器数量。所以很明显，最低价格的 Model Y 曾经配备了13个扬声器。看起来现在已经减少到了7个扬声器，并且低音炮似乎被移除了。我希望他们能保留低音炮。我猜它可能是最重的扬声器，但总的来说，我认为这可能是个好举措。当然有些人非常关注扬声器质量、音频质量和车辆，但也有很多人根本不会注意，也不关心，他们可能会喜欢减轻重量、减少布线、减少功耗，对于我不知道这是否很重要，可能不重要，但显然也会减少成本。所以我认为，如果人们对此感兴趣，如果他们能获得升级的音响系统这个配置，那将是理想的情况。虽然没有这样的配置，我认为减少它、进一步最小化，对特斯拉来说可能是有意义的，因为再一次，我认为有一部分人肯定会对此满意，而且我想特斯拉对音响的重要性，这对这些车辆来说可能仍然是一个相当不错的配置。所以看到这个更新还是挺有意思的。

We do have potentially a few other updates coming green, the only in the most recent firmware has spotted a couple of things. Obviously, Model Y will get stealth-grade colors, so we've already seen that come in fruition. Also says that the Model Y, S, and X will be getting efficiency packages in 2024. This could also potentially relate to some of the EPA test changes that we talked about on Friday. Maybe Tesla would optimize a little bit relating to those tests, and that might allow them to stay to higher range for this efficiency package, as well as maybe some fundamental changes that do increase efficiency. So keep an eye out for anything on that. And then SNX also getting a physical horn. Of course, right now they work with sort of the hand covering system that Tesla had implemented. We see that change with the Cybertruck, and it sounds like that would also change here in the future with the S and the X on the steering wheel and both the steering wheel and the Yokes. So we'll see on that.

我们可能有一些其他的更新正在进行中，最新的固件中已经发现了一些东西。显然，Model Y将使用隐形级别颜色，我们已经看到这一点正在实现。还表示2024年Model Y、S和X将获得效能套件。这可能也与我们上周提到的EPA测试变化有关。或许特斯拉会在这些测试方面进行优化，从而使得效能套件能够保持更高的续航里程，同时还可能会有一些增加效能的基本变化。所以请密切关注相关消息。此外，SNX还将获得一个实体喇叭。当然，现在它们使用的是特斯拉实施的手掩盖系统。我们可以看到这在Cybertruck上有所改变，而且在未来的S和X车型上，方向盘和Yoke（方向盘形状）也会发生变化。所以等待后续消息吧。

We've also got a rumor that the Highland Model 3 may be announced on Sunday. This is just a random Reddit rumor. It says, next Sunday, hope I don't lose my job. Moderators have verified my news. So not something we need to spend a lot of time on, but hopefully this would be accurate. And if we do see announcement, I think that'd be January 14th, that would obviously be pretty exciting. And quite a bit earlier than perhaps most people would be kind of expecting that transition to happen. So not keeping my fingers too crossed on that, but we'll see.

我们还听说，高地模型3可能会在星期日宣布。这只是一个随机的Reddit传闻。它说，下个星期日，希望我不会失去工作。版主已经验证了我的消息。所以这不是我们需要花很多时间的事情，但希望这是准确的。如果我们确实看到宣布，我认为那将是1月14日，显然会非常令人兴奋。而且比大多数人预计的过渡时间要提前很多。所以我不会对此抱太大希望，但我们拭目以待。

We've also got a report out of Spain that Tesla has established a holding company in Spain. Remember we had some rumors a while back that Tesla was interested in maybe putting a Gigafactory in Spain, then there was a report that they were no longer interested because of some leaks that had happened. Now we're getting some reports here that maybe this holding company could be related to Tesla's interest in establishing a Gigafactory, could have other purposes too, but something interesting to pass along.

我们还从西班牙得到了一份报告，称特斯拉在西班牙设立了一家控股公司。还记得之前有一些传闻称特斯拉可能有意在西班牙建设一个超级工厂，然后有一份报告称由于一些泄漏事件，他们对此不再感兴趣。现在我们在这里收到一些报告，可能这家控股公司与特斯拉有意建设超级工厂的兴趣有关，但也可能有其他目的，总之这是一条有趣的信息。

All right, the Consumer Electronics Show has kicked off for media, starts to open up tomorrow to general consumers. But at CES, Volkswagen is announcing that they are integrating chat GPT into their vehicles.

好的，消费电子展览会已经为媒体开幕，明天将向普通消费者开放。但是在CES上，大众汽车宣布他们将把聊天AI模型GPT集成到他们的汽车中。

So we've talked about this possibility with the XAI for Tesla, but Volkswagen making that move with chat GPT, sounds like this will be coming in the second quarter of 2024 to many of their vehicles. They mentioned the ID seven, ID four, ID five, ID three, and the Tiguan and Pasat, as well as the new Volkswagen Golf.

所以我们已经讨论过特斯拉的XAI实现这种可能性，但是大众采用聊天GPT技术的行动听起来将在2024年第二季度推向他们的许多车型。他们提到了ID七、ID四、ID五、ID三以及Tiguan和Pasat，还有新款大众高尔夫。

So they say this will integrate into the back end of the Volkswagen voice assistant. So probably offering a lot more intelligent, you know, understanding and responses certainly with that voice assistant. So I don't know if they've demoed this yet or if that'll come in the next few days, but it'll be interesting to see how that works for Volkswagen.

他们说这将集成到大众汽车语音助手的后端。所以可能会提供更加智能的理解和回应，当然也与那个语音助手相匹配。我不知道他们是否已经演示了这一点，或者这将在接下来的几天内展示，但观察这对大众汽车的运作方式将会很有趣。

And then lastly, we have talked before about how Elon is expecting to do a SpaceX company update, as well as a Tesla company update after the 10K, which will come about a week after Tesla's earnings report. But for now, it looks like the SpaceX update may happen on January 11th, Elon mentioned when he was doing a live stream of, I think, Diablo, that this would be happening sometime on Thursday.

最后，我们之前已经谈论过， Elon预计会在完成10K报告后发布SpaceX公司的最新消息，以及Tesla的公司更新消息，而这将在Tesla财报公布后的大约一周内发生。但目前看来，SpaceX的更新消息可能会在1月11日发布，当Elon在进行直播游戏时（我记得是暗黑破坏神）提到这将在星期四某个时间发生。

So we'll keep it out for that. That would be January 11th. And obviously that would be exciting to see if we do see that. All right, that I wrap it up for today. So as always, thank you for listening. Make sure you subscribe and sign up for notifications. You can also find me on X at Tesla podcast and we'll see you tomorrow for the Tuesday, January 9th episode of Tesla Daily. Thank you. Thank you.

所以我们将保持关注这个消息，计划是1月11日。如果我们确实看到了这个消息，那将是非常令人兴奋的。好了，今天的内容就到这里。一如既往，感谢您的聆听。请确保订阅并设置通知。您还可以在X上找到我，即Tesla播客，明天我们将会见于1月9日星期二的特斯拉日报节目。谢谢。谢谢。