Name: 人形機器人 Optimus 即將上工！12 分鐘看完馬斯克在特斯拉 2024 年度股東大會上的發表重點！ (Highlights from Elon Musk at Tesla's 2024 Annual Shareholder Meeting (In 12 Minutes))
Uploaded: 2024-06-20T02:57:12.000Z
Duration: 11 min 18 s

程度副詞

Hey guys, welcome, welcome to the Tesla shareholder meeting, and I just want to start off by saying hot damn, I love you guys.

大家好，歡迎來到特斯拉股東大會，我首先要說的是，該死的，我愛你們。

We have the most awesome shareholder base, I mean it's just incredible.

我們擁有最棒的股東基礎，我的意思是這簡直難以置信。

Any public company, it's incredible, wow.

任何一家上市公司都是如此，令人難以置信。

And we've got a great shareholder meeting here to recap the achievements of the company and tell you about where we're going.

我們將在這裡召開一次盛大的股東大會，回顧公司取得的成就，並向大家介紹我們的發展方向。

I think we're not just opening a new chapter for Tesla, we're starting a new book.

我認為，我們不僅為特斯拉翻開了新的篇章，還開始了新的一頁。

I think just based on vehicle autonomy, we can 10x, we'll 10x the value of the company.

我認為，僅憑車輛自動駕駛技術，我們就能將公司價值提高 10 倍。

我相信這就是將要發生的事情。

你知道嗎，現在是下午 4 點 20 分。

Congrats to the Tesla team on making 6 million vehicles all the time.

祝賀特斯拉團隊一直在生產 600 萬輛汽車。

So the Tesla fleet is really becoming very substantial, I mean it's going to be 7 million vehicles by the end of this year, over 7 million vehicles.

是以，特斯拉車隊的規模將變得非常龐大，我的意思是，到今年年底將達到 700 萬輛，超過 700 萬輛。

So, our factory in Fremont is currently the highest volume auto factory in North America, and we broke the prior production record from when it was new to me.

是以，我們在弗裡蒙特的工廠目前是北美產量最高的汽車工廠，我們打破了之前的生產記錄，當時它還是我的新工廠。

So it's actually pretty wild, we have a giant car factory in the San Francisco Bay Area.

我們在舊金山灣區有一個巨大的汽車製造廠，這其實很瘋狂。

It's like, it's not exactly the cheapest place to have a car factory.

這就好比，在這裡建汽車廠並不是最便宜的。

It's like that and the Swiss Alps or something, you know.

這就像瑞士的阿爾卑斯山什麼的，你知道的。

But we still managed to make great cars at high volume, and that's a testament to the great team we've got in Fremont.

但我們仍然能夠大批量生產出優秀的汽車，這就是我們在弗裡蒙特擁有的優秀團隊的最好證明。

It actually gets way crazier when you think about the Optimus robot, which is really a you know, be able to do anything you want it to do, to be, you know, your companion, it can be at your house, it can sort of babysit your kids, it could teach them, be a teacher, it can do factory stuff.

當你想到 "擎天柱 "機器人時，它實際上變得更加瘋狂，你知道，它可以做任何你想讓它做的事情，你知道，它是你的夥伴，它可以在你家裡，它可以照看你的孩子，它可以教他們，當老師，它可以做工廠裡的事情。

Like I think that the ultimate ratio of, say how many super useful humanoid helper droids do you want?

比如說，你想要多少個超級有用的人形機器人？

But a C-3PO plus R2D2 plus, you know, plus plus, it would be pretty awesome.

但是，C-3PO 加上 R2D2，再加上，你知道，再加上，那就太棒了。

I think everyone in the world is going to want one.

我想世界上每個人都會想要一個。

I think we could make one for a cost of maybe, at really high scale of about $10,000.

我認為，我們可以用大約 1 萬美元的高成本製作一個。

It's smaller, it'd be less expensive than a car.

So I think if you sell it for $20,000 or something, this is at large scale volume, Tesla would basically make about a trillion dollars of profit a year from that.

是以，我認為，如果以 2 萬美元或更高的價格出售，在大規模量產的情況下，特斯拉基本上每年可從中獲利約一萬億美元。

So it's pretty wild to just, you know, be in Palo Alto with a bunch of cubes and then a humanoid robot just walks past.

所以，在帕洛阿爾託和一堆立方體在一起，然後一個人形機器人從身邊走過，是一件非常瘋狂的事情。

We've made a massive amount of progress with Optimus in a short period of time, from someone pretending to be a robot dancing in a suit, to a pretty hodgepodgey robot, to a robot that is actually doing useful tasks in the factory today.

我們的 "擎天柱 "在很短的時間內就取得了巨大進步，從一個穿著西裝跳舞的假機器人，到一個大雜燴機器人，再到今天能在工廠裡實際執行有用任務的機器人。

So we have two Optimus robots in our Fremont factory that are doing basically this task, which is taking cells off the end of the line and placing them in a shipping container.

是以，我們在弗裡蒙特工廠安裝了兩臺 Optimus 機器人，它們的主要任務就是將電池從生產線末端取下，然後放入裝運箱中。

And yeah, we actually have quite a few of these cruising around our offices in Palo Alto.

是的，我們在帕洛阿爾託的辦公室裡也有不少這樣的設備。

So there's, and I think we've got kind of like one major hardware revision, which should be done by end of this year or early next, and then we'll move into a limited production next year of Optimus, limited production for use in our factories where we'll test out the product, kind of, you know, as I say, sort of eat our own dog food or whatever the electronic equivalent of that is.

是以，我認為我們將在今年年底或明年年初進行一次重大的硬件改版，然後我們將在明年開始限量生產 Optimus，在我們的工廠進行限量生產，我們將在那裡測試產品，就像我說的那樣，吃我們自己的狗糧，或者類似的電子產品。

So but I think like next year, my prediction is next year we'll have over a thousand, maybe a few thousand Optimus robots working at Tesla.

是以，我認為明年，我的預測是明年我們將有一千多個，甚至幾千個擎天柱機器人在特斯拉工作。

And a lot of people were saying the Cybertruck is like fake, it's never going to come out, you know, and now we're shipping a lot of Cybertrucks.

很多人都說塞伯坦卡車是假的，永遠不會問世，你知道，現在我們正在運送大量的塞伯坦卡車。

我們創下了每週 1300 人的紀錄。

And, you know, I think with the Cybertruck, it really is something special.

你知道，我認為塞伯特克真的很特別。

Like people sometimes have like different opinions on the Cybertruck.

人們有時會對塞伯坦卡車有不同的看法。

But if you really want to know if there's a, if something is cool, if it's a great product, like show it to a kid, okay?

但是，如果你真的想知道某樣東西是不是很酷，是不是很棒，就拿給孩子看，好嗎？

The kid's got like no filter, like a five-year-old, six-year-old, something like that, and or even three-year-old, and say, which car do you like?

孩子沒有濾鏡，就像一個五歲或六歲的孩子，甚至是三歲的孩子，他們會問，你喜歡哪輛車？

And we launched the upgraded three, which is actually a fantastic car.

我們推出了升級版的三號車，這實際上是一款非常棒的車。

And it's only $216 after gas savings, like total cost of ownership, it's basically 200 and something dollars when compared to a gasoline car, a similar gasoline car.

與汽油車（類似的汽油車）相比，節省油費後只需 216 美元，比如總擁有成本，基本上是 200 美元左右。

So it's really a great deal and a fun car.

是以，這輛車真的很划算，也很有趣。

And the performance, Model 3 performance is, well, it's like, you know, faster than a Porsche 911.

性能方面，Model 3 的性能比保時捷 911 還要快。

And of course, Model Y became the best-selling vehicle globally.

當然，Model Y 也成為全球最暢銷的車型。

So, you know, I think I said in 2022, Model Y would be the biggest car in the world by dollar volume sales, and that 2023, it would be the biggest in unit volume, and it was.

所以，你知道，我想我說過，2022 年，按美元銷售量計算，Model Y 將成為世界上最大的汽車，2023 年，按單量計算，它將成為最大的汽車，而事實也確實如此。

And again, this year, it will be the best-selling car on earth.

今年，它將再次成為全球最暢銷的汽車。

Obviously, we've got some new products that we're working on under the covers.

顯然，我們正在研發一些新產品。

And I think these are, I think this is going to be pretty special.

我認為這些都是，我認為這將是非常特別的。

So you know, some of them, I think people maybe at first may think, oh, it's not going to be that amazing, but just wait.

所以你知道，我想有些人一開始可能會想，哦，不會有那麼神奇，但再等等吧。

So yeah, and Tesla's obviously way more than a car company.

是以，特斯拉顯然不僅僅是一家汽車公司。

You know, we do a lot of software at Tesla.

你知道，我們在特斯拉做了很多軟件。

You know, about, I don't know, roughly half the, or a very huge percentage of the engineering we do is actually software engineering.

你知道，我們所做的工程中，大約有一半，或者說有很大一部分實際上是軟件工程。

So Tesla's, I'd say, as much a software company as it is a hardware company.

是以，我認為特斯拉既是一家軟件公司，也是一家硬件公司。

This is a very big deal, because car companies are not software companies, normally.

這是一件大事，因為汽車公司通常不是軟件公司。

So things like our autobidder software for energy storage, all of the software that controls the cars, the megapacks, the powerwalls, the solar, obviously for AI and full self-driving are a big deal, insurance, service and collision, that Tesla also writes a lot of software internally that helps, that we call the Tesla operating system internally, that is head and shoulders above what any other company has.

是以，像我們用於儲能的 autobidder 軟件、所有控制汽車的軟件、巨型電池組、電力牆、太陽能、人工智能和完全自動駕駛顯然是一個大問題，保險、服務和碰撞，特斯拉內部也編寫了大量的軟件來提供幫助，我們內部稱之為特斯拉作業系統，它比任何其他公司的作業系統都要高出一籌。

I think probably better than any Fortune 500 company.

我想，這可能比任何一家《財富》500 強公司都要好。

The Tesla internal software is just way better.

So it's, yeah, it's just far more than what people normally think of as a car company.

是以，它遠遠超出了人們通常對汽車公司的想象。

And Tesla's also the leader in real-world AI.

特斯拉在現實世界的人工智能領域也處於領先地位。

Like Tesla is ahead of Google, you know, OpenAI, anyone on real-world software actually taking in video and making decisions based on video.

就像特斯拉領先於谷歌，你知道的，OpenAI，任何人在真實世界的軟件實際上都在接收視頻並根據視頻做出決策。

沒有人可以，甚至沒有人可以接近。

And it's getting better, I'd say, with each passing month, if not each passing week.

我可以說，每個月，甚至每個星期，情況都在好轉。

And I think most people here have tried out version 12.

我想這裡大多數人都試用過第 12 版。

We did say like unsupervised full self-driving would be version 12.

我們確實說過，無監督完全自動駕駛將是第 12 版。

So we are actually just keeping the version arbitrarily at 12 and then like calling it 12.4, 12.3, 12.4, 12.5, but it's actually really like version 13, version 14, but anyway, this is an arbitrary designation.

是以，我們實際上只是隨意地將版本保持在 12，然後把它叫做 12.4、12.3、12.4、12.5，但實際上它就像版本 13、版本 14，但不管怎麼說，這是一個隨意的名稱。

So 12.4 is actually like a whole different version than 12.3 and 12.5 is a whole different version of 12.4.

是以，12.4 實際上是與 12.3 完全不同的版本，而 12.5 則是與 12.4 完全不同的版本。

是以，你會看到真正的巨大進步。

I think sometimes a factor of 10 improvements between successive versions.

我認為，有時在連續的版本之間會有 10 倍的改進。

With that, thank you very much for your support.