一旦无人监督的FSD合法可用，特斯拉车辆需求将因巨大价值和软硬件独立性而爆发。
逐段跳播
但关键在于，特斯拉的工程师们确实做到了他们所说的。他们重新发明了汽车生产制造系统，以及未来如何制造汽车的方式。
But the bottom line here is that Tesla's engineers did exactly what they said they would do. They have reinvented the manufacturing system for how vehicles are produced and how this will be done in the future.
显然，这最终也会应用到未来的车型上。这个视频的标题是：特斯拉刚刚重新发明了汽车。通常，他们往往不会报道特斯拉的许多重大成就。
Clearly, this will eventually make its way into future vehicles as well. The title of this video is: Tesla has just reinvented the car. Often, they tend not to cover many of Tesla's major achievements.
特斯拉的Cybertruck发布并未达到围绕它的炒作预期。
Tesla's Cybertruck launch did not live up to the hype surrounding it.
我尤其对“unbox”制造系统、车辆极其豪华的内饰、特斯拉的下一代热管理系统、最新的动力单元等印象深刻，这样的例子不胜枚举。
I was particularly impressed by the "unbox" manufacturing system, the vehicle's incredibly luxurious interior, Tesla's next-generation thermal management system, the latest propulsion unit, and the list goes on and on and on .
以下是对Cybertruck的评价。Cybertruck确实是一款令人惊叹的车辆。前部以及新增的功能是一个巨大的Gigacast模具，其余部件则是简单的组装件。
Here's a glimpse of what they said about CyberTrack. The Cybertruck is truly an amazing vehicle. The front section, and the added feature, is a huge Gigacast mold, and the rest of the parts are simple assembly pieces.
特斯拉确实在重新设计几乎所有主要系统方面做得非常出色，使它们更高效、更便宜、更可靠。它有效，而且似乎远优于传统制造方式。坐在Cybertruck里绝对令人惊叹。
Tesla has really done an amazing job of re-engineering almost all of the major systems to make them more efficient, less expensive, and more reliable. It works, and it appears to be far superior to traditional manufacturing. Sitting in a Cybertruck is absolutely amazing .
那些想告诉你这次活动令人大失所望、非常令人沮丧、没有达到炒作预期等等的人。不是特斯拉投资者，而是那些从他们喜欢的内容创作者那里看到发布活动内容的普通观众。
who want to tell you that the event was a huge disappointment, a huge letdown, and didn't live up to the hype , etc. Not Tesla investors, but ordinary viewers who came across content about the launch event from their favorite content creator.
很明显，人们对Cybertruck有浓厚的兴趣。第一条评论：我希望他们向公众出售供私人使用。如果你有年迈的父母或任何无法驾驶的人，这简直是救命稻草。一旦上市，我会立刻买一辆。
It is clear that there is a lot of interest in the Cybertruck. First comment: I hope they sell them to the general public for private use. This is a lifesaver if you have elderly parents or anyone who is unable to drive. I will buy one as soon as it is released.
所以，在这些评论中，第一条表明人们对个人拥有Cybertruck感兴趣。
So, the first of these comments, there is interest in the personal ownership of the Cybertruck.
当然，Eric可能没有意识到这一点，但这最终会发生在所有特斯拉车辆上。随着时间的推移，它将在全球范围内实现完全自动驾驶，配备无监督的FSD系统。
Of course, Eric may not be aware of this, but this is what will eventually happen to all Tesla vehicles. It will be fully autonomous, with an unsupervised FSD system globally over time.
这引出了一个关于特斯拉非常重要且明显的事实。一旦人们能够合法购买特斯拉汽车，并至少在整个州内无需监督地运行FSD系统，就会有大量新特斯拉客户排队购买这些车辆。
This raises a very important and obvious fact about Tesla. The moment people can legally buy a Tesla vehicle and operate an FSD system without supervision in at least their entire state , there will be a huge crowd of new Tesla customers lining up to buy these vehicles.
一辆能够合法、安全、自主地驾驶你，或者驾驶你的父母、孩子以及你所在城市、社区或州的任何人的车辆，其价值是巨大的。
The value that comes with a vehicle that can drive you legally, safely, and autonomously, or drive your parents, children, and anyone in your city, neighborhood, or state, is enormous.
受监督的FSD系统已经在销售特斯拉汽车。但当这一系统在一个又一个地区变得无监督时，对特斯拉车辆的需求将完全爆发。
The supervised FSD system is already selling Tesla cars. But when this system becomes unsupervised in one area after another, the demand for Tesla vehicles will completely explode.
这间接凸显了，一旦人们能够合法地使用无监督的FSD系统操作特斯拉车辆，对任何类型的特斯拉汽车的需求都会出现明显的激增。
indirectly highlights the apparent massive increase in demand for Tesla vehicles of any kind once people can legally operate them with an unsupervised FSD system .
这是特斯拉通用自动驾驶系统作为软件的神奇之处。它独立于硬件。只要你有足够的光学摄像头，我们就可以根据摄像头的位置以及车辆的整体尺寸和形状来修改软件，软件本身就能高效、安全地完美运行。
This is the amazing thing about Tesla's general self-driving system being software . It is independent of the hardware. As long as you have enough optical cameras , we can modify the software based on the camera location and the overall size and shape of the vehicle, and the software itself will work perfectly efficiently and safely.
特斯拉在机器人出租车车队中合法且安全地运营自动驾驶车辆是第一步。这为未来在每个城市、随后在美国各州、最后在全球范围内实现无需监督的完全自动驾驶（FSD）铺平了道路。
Tesla's legal and safe operation of self-driving vehicles within a fleet of robot taxis is the first step. This paves the way for a future of fully autonomous (FSD) driving without supervision in each of these cities, then states across the United States, and then globally.
选项一：支付这笔费用，获得一辆特斯拉，注册自动驾驶，并在需要时随时获得24/7的安全驾驶员。当特斯拉拥有无监督自动驾驶时，那些没有无监督自动驾驶的公司会怎么样？
Option one: Pay this amount, get a Tesla, sign up for self-driving, and get a safe driver 24/7 whenever I need one. What will happen to companies that don't have unsupervised self-driving when Tesla owns them?
“我想买12辆特斯拉机器人出租车，在我睡觉时在家经营这项业务。”顺便说一句，对于那些不知道的人来说，特斯拉现在已经开始接受商业买家对其Cybertruck车队的意向表达。
"I want to buy 12 units of Tesla robot taxis and run this business from home while I sleep ." Incidentally, for those who don't know, Tesla has now begun accepting expressions of interest from commercial buyers for their Cybertruck fleet.
但当然，正如马斯克之前指出的那样，运营一支“Cyber Cabs”车队，对于以前开出租车和优步的人来说，可能是一个成为车队经理的好机会。
But of course, running a fleet of "Cyber Cabs," as Musk previously pointed out, could be a great opportunity for people who have previously driven taxis and Ubers to become fleet managers instead.
我再说一遍，我告诉你们，一旦完全无监督的自动驾驶可用，对特斯拉汽车的需求将是巨大的。
I repeat, I'm telling you guys, the demand for Tesla cars, once fully unsupervised self-driving is available , will be enormous.
显然，人们不仅对“Cybertruck”充满迷恋和兴趣，而且对这个问题也很感兴趣：我能买一辆吗？要是我自己能拥有这样一辆车就好了。
there is clearly fascination and interest , not just in the "Cyber Truck", but in the question: Can I buy one of these? If only I could own a vehicle like this myself.
随着时间的推移，这将会发生。顺便问一下，对于这个问题，你想好答案了吗：当特斯拉提供完全无监督的自动驾驶时，那些没有完全无监督自动驾驶的公司会怎么样？
And over time, this will happen. By the way, have you come up with an answer to the question: What will happen to companies that do not have fully unsupervised self-driving when Tesla provides it?
顺便说一下，我评估特斯拉和SpaceX未来20年的新模型现在也可以在Patreon上供投资者级别及以上的订阅者使用。
My new model for evaluating Tesla and SpaceX over 20 years is now also available on Patreon for subscribers at the investor level and above.
他说在等什么
这个频道对 $TSLA 的历次判断
Solving The Money Problem 在这只股票上共 5 条判断，这里只列相邻的几条。