特斯拉的Robotaxi扩张与Optimus机器人开发,预示着其迈向大规模化并主导市场的路径。
逐段跳播
显然,有一些关于特斯拉Optimus人形机器人的劲爆新消息。他取得了惊人的进展,而且他没有公开展示,但我看到了。
Some juicy new info, apparently, on Tesla's Optimus humanoid robot. He's making sick progress, and he's not showing it publicly, but I saw it.
我认为,Optimus将成为有史以来最畅销的产品。是的,Optimus的保真度及其执行新颖任务的能力,你确实说到了点子上。我不想再多说了。
Optimus will be the best-selling, I think, product of all time. Yeah, the fidelity of the Optimus is and its ability to do novel things, you kind of nailed it. I don't want to say any more.
话虽如此,我们确实知道,不久前埃隆·马斯克指出,每当特斯拉展示Optimus的更新时,行业内的其他公司都会立即试图复制、窃取和模仿他们看到的一切。
That said, we do know that a while ago, Elon Musk pointed out that every time they were, as in Tesla was showing off updates with Optimus, the rest of the industry was immediately attempting to copy, steal, and replicate everything they'd seen.
记住,特斯拉最近退役了加州弗里蒙特的Model S和X生产线,专门为了开始部署Optimus首个商业版本的生产线。
And remember, Tesla recently decommissioned the Model S and X production lines in Fremont, California, specifically to start putting in place the production line for the first commercial version of Optimus.
如果他们不接近最终设计,他们不会这样做。我只是想在Waymo试图攻击特斯拉却自食其果之后提供一个更新。根据他的X资料,Ethan Who在Waymo从事通讯工作,我想他目前的职责是向世界传达他们对特斯拉的Cybercab有多么害怕和不安全。
They wouldn't be doing this if they weren't close to a final design. I just wanted to provide an update after Waymo's massive own goal attempting to take shots at Tesla backfired. Ethan Who, according to his X profile, works in communications at Waymo, I guess his current brief is to communicate to the world how scared and insecure they are about Tesla's cybercabs.
Waymo这种极其缺乏安全感的应对时机非常巧合,因为特斯拉的Cybercab将在几天后推出,而且我们看到它们在美国各地出现。
The timing of this incredibly insecure cope from Waymo is highly coincidental given Tesla's cybercab is launching in just a few days and we're seeing them popping up all over the United States.
特斯拉已正式扩大其在德克萨斯州达拉斯的机器人出租车服务区域,总面积增加了一倍多。这发生在Cybertruck正式发布前几天。
to Tesla has officially expanded its robotaxi service area in Dallas, Texas, more than doubling its total size. This, just a few days prior to the official launch of the Cybertruck.
特斯拉的人工智能负责人转发了这段Cybertruck行驶的视频,并配文:“街道将不再一样。”最近,Cybertruck也在曼哈顿被看到。
Tesla's AI lead reposting this video of a Cybertruck cruising around with the caption, "The streets won't be the same anymore." Cybertrucks have also recently been spotted in Manhattan.
乔·罗根,懂的都懂,也发布了一些在华盛顿特区看到的机器人出租车的镜头。
Joe Rogan, if you know, you know, also posting some footage this time of a robotaxi spotted in Washington, D.C.
记住,特斯拉不傻。你可能傻,我可能傻。事实上,我肯定傻。但特斯拉不傻。特斯拉正在战略性地布局城市,在美国所有重要的大都市地区站稳脚跟。
Remember, Tesla's not stupid. You might be, I might be. In fact, I definitely am. But Tesla, not stupid. Tesla is strategically seeding cities, gaining a foothold in all of the meaningful major metropolitan areas in the United States.
总的来说,他们将系统地按照人口排名前100的城市逐一推进。
Generally speaking, they'll be systematically working their way down the top 100 cities by population.
休斯顿,特斯拉已经在那里有了机器人出租车的立足点,排名第四,人口接近250万。所以,尽管在Waymo和Closed AI为Sam Altman工作的那些高智商人士可能让你相信什么,特斯拉实际上旨在实现美国范围内大规模、安全、无处不在且极其实惠的自动驾驶,不仅仅是在一两个孤立地点的小规模,而是无处不在。
Houston, where Tesla already has a robotaxi foothold, is number four at almost 2.5 million. So, despite what the very high IQ individuals working in communications at Waymo and for Sam Altman at Closed AI might have you believe, Tesla is in fact aiming for massive scale of safe, ubiquitous, extremely affordable autonomy throughout the United States, not just in one and two isolated locations at small scale, but everywhere.
在X上看到Adan发的这个,他也注意到并拍摄了一些镜头。在奥斯汀市中心,特斯拉员工在Cybercab中上下车。
Saw this by Adan on X, who noticed and captured some footage as well. Some pick up and drop off of Tesla employees in cybercabs in downtown Austin.
有人注意到,具有RGB颜色的LED灯带,看那里,那是绿色的,可以改变颜色。当你在各地大规模运营时,能够通过Cybercab上的灯带颜色向顾客指示来接你的车辆,这是一个多么绝妙的主意,这样你就不必试图去看车牌,因为这些车将无处不在。
It has been noticed that the LED light strips, which have RGB colors, see there, that's green, can change color. What a brilliant idea when you're operating at massive scale everywhere to be able to indicate to a customer the color of the light strip on the cybercab that's here to pick you up so you're not trying to look at a license plate cuz these things are going to be [ __ ] everywhere.
Waymo继续表现出极度的不安全感,可能担心特斯拉的Robotaxi大规模推出。
You have Waymo continuing to signal extreme insecurity, potentially fear about Tesla's robotaxi rolling out at massive scale.
这个频道对 $TSLA 的历次判断
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