安德烈·卡帕西离开特斯拉——这意味着什么

我知道他和某种大学有某种联系。

I I I knew he was connected to some sort of college in some way.

是的。

Yes.

他是一名教授，他的学生都很喜欢他。

He was a professor and his students loved him.

对。

Yeah.

不。

No.

我确实在公司里听到过很多关于他的好评。

I I've heard a lot of really good things about him within the company for sure.

各位，安德烈不可能因为玛莉芭拉而离开，因为那是她后来了结的事情。

Guys, Andrej wouldn't have left Maribara because she then ended matters.

你知道吗？

You know what?

我认为玛丽巴拉会留住安德烈长达三十年，他们将会拥有世界上最好的人工智能系统，因为她领导有方。

I think Maribara would have kept Andrej there for thirty years and they would have had the greatest the greatest AI system in the world because she leads.

因为她领导有方。

Because she leads.

提醒大家一下，如果你们想上麦提问或实时分享想法，我在评论区提供了直播链接。

Just a reminder guys, if you wanna come on and ask a question live or to share your thoughts live, I have a link to the live cast here on the comment section.

别害羞。

Don't be shy.

这很有趣。

It's fun.

我唯一的要求是，你们要打开视频摄像头，让我们都能看到你们美丽的面容，并且确保音频清晰、网络稳定。

The only thing I would require is that you have your video camera on so we can all see your beautiful face and you have decent audio and good Internet.

非常感谢。

Thank you very much.

非常感谢。

Thank you very much.

FSD已经达到四级。

FSD has reached level four.

但我们还不知道。

We just don't know yet.

这就是为什么安德烈可以离开。

That's why Andrej could leave.

是的。

Yeah.

我不久前在我的频道上发布过一个视频，说我觉得全自动驾驶已经准备好了。

I I've long I had a video not too long ago on my channel that said, you know, I do think full self driving is ready.

我觉得实现它的条件已经具备了。

I think the pieces for it are ready.

我认为，埃隆试图收购推特，现在我们都清楚那里发生了什么，而安德烈则去休长假了。

I think that Elon trying to take on Twitter, now we know all know what's going on there, and Andrej going on sabbatical.

对于埃隆曾公开表示对特斯拉最重要的技术——实现全自动驾驶——来说，如果你不确信自己正朝着正确的方向前进，怎么可能同时出现这两种情况呢？在我看来。

For the for the technology that Elon very openly said is the most important thing for Tesla to get down, which is to get full self driving done, You don't have those two things happen really unless you're confident that you're moving towards the right direction, in my opinion.

所以我认为这只是一个获取所需数据、让系统达到应有水平的过程。

And so I think it just becomes a an exercise of it's just an exercise of getting the data you need to get the system to where it needs to be.

你知道的？

You know?

我同意你的看法。

So I agree with you.

我同意你的看法。

I agree with you.

如果你在下方评论区有任何问题或评论，也欢迎留言。

If you have any questions or comments in the comment section below as well, drop them in.

我们会回答一些。

We'll answer a few.

我们会回答一些。

We'll answer a few.

他们可能已经达到了一个巨大的里程碑，而现在所需要的东西可能已经不再引起他的兴趣了。

They probably reached a huge milestone, and now what is needed might not interest him.

是的

Yeah.

是的

Yeah.

有太多不同的因素可能导致他离开公司。

There there's so many different variables that really drive him potentially leaving the the company.

有太多不同的因素。

There's so many different variables.

这是来自J.G.的一个问题。

Here's a question from j g.

我们能讨论一下特斯拉如何改变了我们看待购车与租车的方式吗？

Can we discuss how Tesla's have changed the way we should be looking at buying versus leasing cars?

还有，自动驾驶汽车的使用寿命应该比燃油车长多少？实际上长期来看更便宜。

Then also how long an AV should last versus ICE, actually cheaper in the long run.

是的

Yeah.

我认为这是大家众所周知的事情。

I think that's a pretty well known thing.

而且完全自动驾驶将成为另一个叠加在上面的因素，让情况更上一层楼。

And the fact that full self driving is gonna be yet another factor that's gonna be laid on top of that, it's takes it yet to another level.

你知道的吧？

You know?

它会随着时间推移而升值。

It it becomes an appreciating asset over time.

一种升值的资产。

An appreciating asset.

我从未对特斯拉的未来如此兴奋过。

I have never been more excited about Tesla's future.

我们来做个投票吧。

Let's let's do a poll.

这是个很好的问题。

That's a great question to ask.

是吗？

Yeah?

在得知安德烈离开的消息后，你对特斯拉的未来更兴奋了吗？

Are you more excited about Tesla's future after the news of Andrej leaving?

好的。

Okay.

让我们重新表述一下。

Let let's rephrase this.

你对特斯拉的未来感到兴奋吗？

Are you excited about Tesla's future?

然后发出去。

And post it.

好了。

There we go.

好吧。

Alright.

让我们看看我们的观众是怎么想的。

Let's see what let's see what our people think.

好的。

Alright.

我们有第一位嘉宾。

We have our first guest.

大卫，你能听清楚我吗？

David, can you hear me okay?

是的。

Yeah.

我真的觉得你……我的意思是，还好吗？

I really you're I mean, good?

好的。

Okay.

你那边有点卡顿。

You're you're kinda laggy from your end.

我不确定是不是网络有点问题。

I'm not sure if the Internet might be a little bit off.

你这边有点卡。

You're kinda laggy.

问题是，是的。

Problem Yeah.

但我很抱歉造成这种情况。

But I can I'm so sorry about that.

没关系。

No problem.

再试一次。

Try again.

好的。

Alright.

谢谢。

Thanks.

好的。

Okay.

是的。

Yeah.

还是有点卡。

It's still a little laggy.

我们试着问你一下，哦，他走了。

We'll try to ask you oh, he's he left.

哎呀。

Uh-oh.

这真有趣。

This is fun.

对吧？

Right?

这就是我们试图拉人来提问时会发生的情况。

That's what happens when we try to bring people along for questions.

现在是好时候。

It's a good time.

在这儿。

Here.

这里再发一遍链接，以防你们中有谁想加入。

Here's a link again in case any of you guys wanna join.

我们看看。

Let's see.

这是来自Gamer000的一条评论。

Here's a comment from gamer zero zero zero.

我认为我们应该降低对FSD能力的期望。

I think we should lower expectations on what FSD can do.

道路、标志和整个交通系统都是为人类和车辆设计的，有些道路简直一团糟。

Streets, signs, the whole traffic system was made for human and vehicle, and some roads are a mess.

这不公平。

It's just not fair.

是的

Yeah.

我的意思是，我认为如果你真的想要一个可行的全自动驾驶解决方案，你就必须学会如何在人类驾驶的街道上导航。

I mean, I I do think though if if you really want a viable solution when it comes to full self driving, you do have to figure out how to navigate human streets.

你知道的？

You know?

我认为，如果我们拥有高标准的技术，这才是让它不断进步的最佳方式。

I think ensuring that we have a a big sort of if we have high standards sort of technology, that's the best way for it to get better.

所以，我们一定要清楚地认识到可能存在的局限性，但我仍然认为，我们必须保持一种态度：它必须做到这一点。

So definitely, let's make sure we understand that we understand the the limitations that could potentially come up, but I still think it's important for us to have an attitude that says, but it needs to do it.

它仍然必须做到这一点。

It still needs to do it.

我们得做到。

We do it.

特斯拉声称它能做到，所以我们必须确保它真的能做到。

And Tesla claims that it can do it, so let's make sure that it can do it.

对吧？

Right?

我们把唐纳德找回来了。

We got Donald back.

唐纳德，你最近怎么样，老兄？

Donald, how are doing, my friend?

你好。

Hello.

你最近怎么样？

How are you doing?

帮你一下。

Help you.

很好，兄弟。

Good, man.

我能怎么帮你？

How can I help you?

嗯，我只是想在这里发表一下评论。

Well, I was I just wanna make a comment here.

看起来，你知道的，这是一种完全不同的公司运营方式。

It seems like, you know, this is a totally different way to run a company.

我的意思是，我以前也差不多是这样。

I mean, I was kinda like that.

我的背景是光谱学，你知道的，我曾经是我们公司的物理学家。

My background is spectros and, you know, I was a physicist for, for our company.

我们制造仪器。

And we made instrumentation.

对吧？

Right?

然后我一直在思考它的各种不同应用。

And then I kept on thinking about all these different applications for it.

这让我快疯了，你知道的，总想做更多更多。

It drive drove me crazy, you know, trying to do more and more.

当我把它推进到一定程度后，不得不交给别人，因为我得去忙下一件事了。

And I had to eventually give it to someone else after I got it to a certain point because I needed to go on to the next thing.

你知道的？

You know?

我觉得这里发生的情况是，事情一直在继续，不断意识到还有各种各样的事情要做。

I I kinda think that that what's going on here is, you know, it keeps on going on and realizing there's all kinds of stuff to do.

对吧？

Right?

特斯拉并不是唯一在解决改变世界问题的公司。

Tesla isn't the only people working on world changing problems.

对。

Right.

对吧？

Right?

也许他只想以特斯拉的方式来做改变世界的问题，也就是不断从第一性原理出发，持续开发新应用、创造新方法，并让那些认同这种理念的人一起参与进来。

And maybe he wants to do a world changing problem only in the Tesla way where, you know, you have to keep on pushing it from first principles and keep on making new applications and making new, you know, ways of doing things and bringing people along with them that share that.

好的。

Okay.

所以，这应该是一种在整个社会中传播的从第一性原理出发的思维方式。

So that's that's should be a propagation of first principle thinking throughout our society.

我的意思是，我得告诉你，当我刚入职那家公司时，已经有一个人为一台计算机写过校准程序。

I mean, I gotta tell you, like, when I started at that job, there was someone else that had done a calibration routine on a computer.

那是很久以前的事了，那时候还是像三六计算机那样的设备。

This is back in the old days when it was like a three, six computer or something like that.

他做的就是创建了这个校准程序。

And what he did was he created this calibration.

一切都很好，然后他把硬盘分成了大约20个分区。

It was all great and everything, and then he partitioned the drive up into, like, 20 partitions.

他还把所有东西都做了限制，只有他自己知道怎么编程这个校准程序。

And then Cross made everything so that only he knew how to do how to program this calibration.

所以当他离开后，嗯

And so when he was gone, well

灾难。

Disaster.

那台仪器的校准维持了一段时间。

That instrument, calibration lasted for a little while.

但当我们需要做修改之类的事情时，根本无法理解。

But then when we needed to make changes and stuff like that, it was impossible to decipher.

对吧？

Right?

所以我们不得不花大量时间和精力，因为他想成为那个唯一懂的人。

So we had to spend all kinds of time and effort because he wanted to be the person that you go to.

对吧？

Right?

是的。

Yeah.

这不应该是这样做的。

That's not the way it's supposed to be.

你要让自己做得让工作不再需要你。

You you make you make it so that you work yourself out of a job.

那就是我在那里学到的。

That's what I learned there.

你让自己变得可有可无，然后去迎接下一件事。

You work yourself out of a job and you go on to the next thing.

对吧？

Right?

是的。

Yep.

然后其他人都进来，看到这一点。

And everyone else comes in and they see that.

于是这种理念就传播开来，我想你可以这么叫它。

And then that propagates the theology, I guess you'd call it.

对。

Yeah.

这说得通吗？

Does that make sense?

完全同意。

A 100%.

你说的很多内容都引起了我的共鸣。

I I a lot of what you said resonates.

我认为JB、Karpathy和少数其他人正在做 exactly that。

I think be JB and Karpathy and a few others are doing exactly that.

他们完全同意。

They're A 100%.

他们完成了这件事，接下来还会创造出其他令人惊叹人类的事物。

Done this thing, and then they're they're gonna be making other things out there that it's just gonna amaze humanity.

你知道的？

You know?

完全同意。

A 100%.

这不会是特斯拉的路线。

And it's not gonna be Tesla bent.

这会是人工智能导向的，或者是为了解决其他问题，是的。

It's gonna be AI bent or it's gonna be solving other problems that Yeah.

我们真的需要解决这些问题。

We really need to solve.

你知道的？

You know?

完全正确。

A 100%.

如果那些真正学会了从第一性原理角度解决问题、身边聚集了世界上最聪明的人、拥有世界上最好的工具集和最卓越的创新文化的人，却无法将这些成果惠及全世界，那对世界来说真是莫大的遗憾。

What a shame what a shame for the world if the folks that have really learned how to approach problems from a first principle perspective and are surrounded by the smartest people in the world and have the greatest tool sets avail tool sets available to them in the world and the best culture of innovation in the world.

如果他们无法将这些成果带给全世界，那真是可惜。

What a shame if they're not able to bring that to the rest of the world.

对吧？

Right?

这真是一个美妙的表达方式。

And so that's a beautiful way of putting it.

这对你所带领的人们来说非常有激励作用，你知道的。

It's so empowering to the people that you bring, you know.

我的意思是，我交给一个人的项目，他原本觉得自己根本不可能做这种事。

I mean, like the purse one person that I handed a project off to thought that they would never do anything like that.

他只是个高中毕业生，你知道的，而护士和物理学家们却把任务交给了他们。

They were a high school grad, you know, and nurses, physicists handing something off to them.

你知道，我做了一些简化，但他们还是挺身而出了。

You know, I made certain simplifications, but they stepped up, you know.

是的。

Yeah.

关键是走出那个舒适区，你知道的，比如我只负责给这个人处理数据。

And it's it's it's getting out of that out of that comfort zone, you know, out of, like, you know, I can take data for this guy.

不。

No.

我实际上要来做校准。

I'm actually gonna do the calibrations.

天哪。

Holy crap.

你知道吗？

You know?

是的。

Yeah.

这对人们来说太有激励作用了。

That's so empowering for people.

你知道吗？

You know?

是的。

Yeah.

所以是100%。

So A 100%.

百分之百。

A 100%.

这是我的观点。

That's my opinion.

他将会走出去，赋能各种各样的人

He's gonna go out and empower all kinds of people out

那里。

there.

是的。

Yes.

所以，是的。

So Yeah.

唐纳德，非常感谢你分享这些，因为我完全同意你的看法。

Donald, thank you so much for sharing that because that I couldn't agree more with you.

我真的非常赞同你，我认为当公司里没有具备这种心态的领导者时——我希望每个人都能加入进来——这是一种遗憾。

I really couldn't agree more with you, and I think it's it's a shame when we don't have leaders in place at companies that have that sort of mindset of, I want everyone to come on.

我希望每个人都能超越我。

I want everyone to be better than me.

所以我必须确保把我所知道的一切都教给他们，赋予他们能力，让他们来超越我。

So I need to make sure I give them everything I know and empower them to come in to be better than me.

你知道吗？

You know?

这很少见，但像安德烈这样的人都有这种心态，像JB这样的人，特斯拉的许多领导者都是如此——我认识的这家公司里的每一位领导者，都秉持着这样的理念：我希望接替这个位置的下一个人至少比我强两倍，因为这才是取得进步的唯一方式。

That that's rare, but I people like Andrej, people like JB, a lot of leaders at Tesla that literally every leader that I've ever met at that company works in that context of I wanna make sure the next person that steps into this chair is at least twice as good as I am because that is the only way you make progress.

而这总是源于与周围同事分享你刚刚学到的东西。

And that always comes from like sharing what you've just learned and stuff like that with the other people working around you.

对吧？

Right?

没错。

That's right.

我的意思是

I mean

没错。

That's right.

我带进来的那个人，我一直告诉她这边发生的事情之类的。

That person that I brought in, you know, I kept on telling her what was going on with this and stuff.

等她接手的时候，她几乎已经是专家了。

And then when she stepped in, you know, she was practically an expert, you know.

所以她

So And she

表现得非常出色。

killed it.

然后我相信她把事情做到了连她自己都没想过能达到的高度，但她确实做到了。

And then I'm sure she took it to levels that she didn't even think she could take, but she did.

是的。

Yes.

是的。

Yes.

是的。

Yeah.

当然。

Of course.

没错。

Exactly.

所以这太棒了。

So It's beautiful.

所以我们美好的事情。

So we Beautiful thing.

让这种理念渗透到整个社会，我们就变得非常卓越了，你知道的。

Permeate that through the society and we've become totally very exceptional, you know.

所以，没错。

So That's right.

是的。

Yeah.

当然。

Absolutely.

好的。

Okay.

谢谢你，唐纳德。

Thank you, Donald.

感谢你来参加，兄弟。

Thank you for coming on, brother.

非常感谢。

Appreciate it.

谢谢。

Thank you.

再见。

Bye.

再见。

Bye.

太棒了。

Awesome.

唐纳德的见解非常出色。

Great, great, great, great insight by Donald.

非常精彩的见解。

Very awesome insight.

很好。

Great.

下一位来电者，桑德。

Next caller, Sander.

嗨。

Hi.

你

How

最近怎么样，朋友？

you doing, my friend?

你好。

Hi.

不错。

Good.

你怎么样？

How are you?

很好，先生。

Good, sir.

我能怎么帮您？

How can I help you?

是的。

Yeah.

嗯，我有点惊讶这么快就在直播中遇到了，不过

Well, I was kinda surprised this soon in the stream, but

瞧好了。

Ta da.

它非常容易上手。

It's very approachable.

我必须称赞你这一点。

I have to commend you for that.

直接上手使用真的很棒。

It's really nice to just jump on.

我在另一家汽车公司的客户服务部门工作。

I I work for a for another car company in the customer service department.

看到特斯拉如今如何将所有技术都整合在一起，我们经常收到很多这样的问题：为什么其他车厂不再这样做了？为什么它们不能始终通过互联网连接？

And looking at how all the, yeah, technology is in integrated these days at Tesla, we get a lot of these questions saying, well, why aren't there anymore is it so why isn't it able to be be connected online as as by the Internet at all times.

对吧？

Right?

最近，我们甚至发现，即使是今年生产的现代汽车，仍然整合了3G技术。

And recently, we've even experienced that three g is still integrated in modern vehicles built this year.

对于不同公司对未来这一趋势的看法，你有什么想法？

And what is your your thought on that in in in association with the outlook from different companies towards the future?

是的。

Yeah.

那真是个好问题。

That's that's a really good question.

我很感谢你提到你供职于另一家汽车公司。

I appreciate you saying that you work for another car company.

我们不会点名是哪家公司，以免泄露信息，但我非常感谢你坦诚相告。

We won't say which car company just to, you know, just to keep that under wraps, but I do appreciate you coming forward and saying that.

我认为，产品和服务都是文化的体现。

I think so the products and services are a it's a result of culture.

对吧？

Right?

车上的一切，你提供的任何服务，都是由人创造的。

Anything that's in a car, anything that's in a service that you offer is made by people.

对吧？

Right?

这些都是由人制造的，无论是与机器协同工作，还是徒手完成，或者你怎么说都行，但终究是人做出来的。

It's made by people either with in in tandem with machines or with their bare hands or whatever you wanna call it, but it's made by people.

而人是在文化中运作的。

And people operate within cultures.

如果一种文化不存在，不能持续推动公司前进、创新并展望未来，那么人们就不会有相应的行动。

And if a culture doesn't exist that is constantly pushing to move the company forward and to innovate and to think about the future, then the people are not gonna act accordingly.

对吧？

Right?

所以，每当我看到一些面向年长一代、或缺乏前瞻性的产品时，我就觉得这说明公司内部的文化没有在突破界限，没有鼓励人们冒险，也没有激励新想法的产生。

So to me, whenever I see that in a product that's kind of geared towards the older generation or maybe not forward thinking, that to me says that there's a culture at the company that is not pushing that envelope, that is not encouraging people to take risks, that it's not encouraging for new ideas to come through.

对吧？

Right?

是的，我觉得这很遗憾，但确实很难做到。

And, yeah, I think it's a bummer, but it's hard to do.

很难做到，因为它要求人们不断改变。

It's hard to do because it requires people to constantly change.

这要求人们不断思考新的做事方式。

It requires for people to constantly think of new ways to approach things.

有时这需要大量的人员更替。

It requires a lot of turnover sometimes.

如果有些人处于无法提供帮助的位置，他们就必须离开，新人要进来。

If people are in a spot that are not helping, then they have to get out and come in.

那么在工会环境和非工会环境中，这该如何运作呢？

So how does that work within a union environment, a non union environment?

会冒出很多不同的问题。

There's so many different questions that come up.

对吧？

Right?

但改变很难。

But change is hard.

人类讨厌改变。

Humans hate change.

但如果你没有一种变革的文化，以及愿意推动这些变革的领导者，你是无法实现的。

But unless you have a culture of change and leaders that are willing to move that stuff forward, you're not gonna get it.

这就是为什么特斯拉能够如此迅速地创新。

And that's why you have a Tesla that's able to innovate so quickly.

因为他们真正投入了打造一种文化，让人们能够安心地承担风险并实施变革。

It's because they've really invested in that culture that makes people comfortable with taking risks and implementing change.

这样能回答你的问题吗？

Does that help answer your question?

是的， definitely。

Yeah, definitely.

这更像是一个被动版的宾果游戏。

It's more of a reactive than a proactive version of Bingo.

非常感谢，干杯。

Well, thank you very much and cheers.

干杯。

Cheers.

我喝完咖啡了，干杯。

I finished my coffee, but cheers.

谢谢你来参加，兄弟。

Thank you for coming on, man.

不客气，兄弟。

You're welcome, man.

再见。

Bye.

太棒了。

Awesome.

这真是太好了。

This is so great.

还有谁想来参加？

Who else wants to come on?

让我们看看你那张漂亮的脸。

Show us your pretty face.

让我们听听你精彩的声音。

Let us hear your awesome voice.

如果你到目前为止喜欢所看到的内容，请点击点赞按钮。

And if you're enjoying what you're watching so far, hit the like button.

你什么也得不到。

You'll get absolutely nothing.

谢谢。

Thank you.

谢谢。

Thank you.

谢谢。

Thank you.

谢谢。

Thank you.

此外，欢迎在评论区留下评论和问题。

Also, feel free to drop comments and questions in the in the comment section.

我一定会优先考虑那些敢于露脸的人。

I'll definitely prioritize people that come on if they're brave enough to show their face.

这太棒了，真的很开心。

It's super it's happy.

很开心。

It's happy.

很随和。

It's easygoing.

也许我能理解这让人紧张，但相信我。

It's maybe I can understand how it's nerve racking, but trust me.

你很快就会适应的。

You get used to it real quick.

你很快就会适应的。

You get used to it real quick.

到目前为止，我们已经收到了唐纳德和桑德斯提出的两个非常好的问题和评论。

So far, we've had two really, really good questions and comments from Donald and Sanders.

非常感谢大家的到来。

So thank you all very much for coming on.

我们收到了马克的评论。

We got a comment from Mark.

遗留自动删除和cutigate删除。

Legacy auto and cutigate delete.

用控制加alt加删除，还是直接删除？

Control alt delete or just delete?

我们应该选哪个？

Which one should we do?

我们应该选哪个？

Which one should we do?

好的。

Alright.

我们接下来有另一位嘉宾。

We got our next guest.

伊尚回来了。

Ishaan's back.

最近怎么样，我的

How's it going, my

朋友？

friend?

嘿。

Hey.

最近怎么样？

How's it going?

还不错。

It's going good.

你呢？你最近怎么样？

How's it going with you?

挺好，兄弟。

Good, man.

非常感谢。

Thank you very much.

我能帮您什么？

What can I help you with?

是的。

Yeah.

所以，我的意思是，这个问题比较轻松，没有前面两个那么严肃。

So, I mean, this is more of a light question, not as serious as the previous two.

但假如安德烈真的，你知道的，和兰德尔团队一起加入特斯拉呢？

But what if Andrej really, you know, with Tesla to co join with the Randall team?

你知道，让他来应付这一切混乱，可不是一个靠谱的AI领袖。

You know, it wouldn't be a solid AI leader to deal with all of that mess.

然后他们曾经说过，你知道，他对自然语言理解模型等很感兴趣。

And then they once said that, you know, he is interested in natural language interpretation models, etcetera.

所以，你也说不准。

So, you know don't know.

所以安德烈，是的。

So Andrej Yeah.

他在推特。

He's Twitter.

是的。

Yeah.

安德烈加入推特。

Andrej joining Twitter.

哇。

Wow.

我们来点独特的吧。

Let's put unique.

你知道的？

You know?

我不这么认为。

I don't think so.

我不这么认为

I don't think so

因为那是对的事情。

because Like the right thing.

我认为推特缺乏真正创新和变革所需的正确文化和领导力。

I think Twitter doesn't have the right culture and leadership in place for true innovation and change.

我认为，安德烈在特斯拉待了五年，我确信他之前的工作经历中也接触过很多非常快节奏的环境，但特斯拉是另一个层次。

I think if Andrej Andrej has been at Tesla for five years, and I'm sure at jobs before, also had a lot of, you know, a lot of, like, very fast moving environments that he worked on, but Tesla is another level.

那种经历会一直伴随着你。

That that stays with you.

你知道，它会一直伴随着你。

You know, it stays with you.

我认为他加入推特，尤其是在没有埃隆掌舵的情况下，一定会让他彻底崩溃。

And I think him joining Twitter, especially without an Elon at the helm, I think it's gonna be it's gonna drive him absolutely crazy.

他将无法推进任何工作，因为他会不断遇到一个又一个的阻碍。

And he's not gonna be able to get stuff done because he's gonna run into block after block after block after block after block.

对吧？

Right?

这是一个有趣的假设，但如果让我打赌，我可能会押一大笔钱在‘不会’上。

So fun thought exercise, but if I were to bet, I would probably put a lot of money on no.

但我也可能错了。

That's But I could be wrong.

没错。

That's true.

我也可能错了。

I could be wrong.

是的。

Yeah.

我可以就这个点问个快速的后续问题吗？

Can I can I ask a quick follow-up on that?

当然。

Sure.

企业文化通常是自上而下推动的。

Culture organizational culture is generally, you know, driven top down.

所以，没错。

So Yep.

如果为任何需要文化变革的组织任命一位优秀的领导者，我会说——我不是在指责推特。

Does installing a great leader to whichever I'm I'm not, you know, pointing fingers at Twitter.

但你知道，任何需要文化变革的组织。

But, you know, any organization that needs a cultural change.

你认为任命一位高层领导者是推动文化变革，或者至少触发变革的好方法吗？

Do you think that installing, like, a very top level leader is a good way to, I don't know, like, execute a cultural change or maybe at least trigger it?

你觉得，推动组织变革与这位领导者气愤离职，这两种结果之间，差距有多大呢？

How far do you think, you know, bringing organizational change versus that leader actually getting pissed and leaving, you

你知道，是的。

know Yeah.

这两种结果都有可能发生。

These are the two outcomes that might happen.

所以

So

一个真正的问题。

a really question.

这真是个非常好的问题。

That's a really, really good question.

我认为这真的取决于那位领导者实际拥有的权力有多大。

I think it it it really depends how much power that leader actually has.

我认为这是一个关键变量。

I think that that's a that's a big variable.

所以，你知道，这要看情况。

So, you know, it depends.

在上市公司中，首席执行官常常只是象征性人物。

So in a public company, CEOs are oftentimes figureheads.

对吧？

Right?

或者这些领导者也常常只是象征性人物。

Or or these leaders are oftentimes figureheads.

他们由董事会聘用，去做董事会希望他们做的事。

They're hired by the board to do what the board wants them to do.

对吧？

Right?

所以你并不是真正去推行新的想法，比如说。

So you're not really in there instituting fresh ideas, let's say.

而是董事会试图找到合适的人选，让他们去执行董事会的指令。

You're the board is trying to find the right person they can put in place so that they can do what the board says.

所以他们并不是真正做自己想做的事。

So they're not really doing what they wanna do.

他们的行为只是与董事会希望他们做的保持一致。

They're just their thing is aligned with what the board wants them to do.

所以首先，我们必须讨论公司所处的环境背景。

So first, we have to talk about the the context of what the com where the company exists.

对吧？

Right?

所以上市公司，尤其是已有的上市公司，在寻找真正能在文化层面实现变革的领导者时，会面临极其困难的局面。

So public companies are gonna have especially existing public companies are gonna have a really, really, really, really hard time finding a leader that's gonna be truly transformational from a culture perspective.

如果你想要这样的领导者，从零开始会容易得多。

You're much better off starting from scratch if you want that.

因此，如果将这一点放在传统汽车公司与特斯拉的背景下来看，我就认为传统汽车公司在转型上会比Rivian、Lucid或B White这类公司困难得多。

And so that's why if you put that within the context of say Legacy Auto in respect to Tesla, that's why I think Legacy Auto is gonna have a much harder time shifting gears than say a Rivian or Lucid or B White, whatever you wanna call it.

这些从零起步的全新公司。

These brand new companies that are coming from the ground up.

所以私营公司可能更容易做到这一点，因为你不一定需要面对一个公开的董事会，尤其是如果你是老板兼经营者的话。

So private companies probably have an easier time doing that because you don't have a public board necessarily that's going to you're gonna have to answer to, especially if you're an owner operator.

如果你既是公司所有者又是CEO，并且持有公司大部分或相当大比例的股份，你就更容易推行这种文化。

If you're somebody who owns a company and is also the CEO and say has majority or a pretty significant percentage of the company that you own, you're gonna have a much easier time instituting that culture.

所以这取决于具体情况。

So it depends.

而且这也取决于公司内部建立的官僚层级，以及公司现有的领导者是否具有前瞻性。

And it also depends the layers of bureaucracy that have been built into the company, if the leaders themselves that are in the company are forward looking.

如果他们没有前瞻性，你就不得不建立一套全新的领导结构，这在实施过程中可能会导致公司崩溃，因为会遭到破坏，或者根本无法实现，因为耗时太长，而此时一个全新的竞争对手已经入场，并且早已建立了这种文化。

And so if they're not, then you have to institute a brand new leadership structure that could potentially bring down the company while you're doing it because of sabotage or that it's just impossible to do because it takes too long and then a competitor comes in that's brand new and then that already has that culture instituted.

所以这很难。

So it's hard.

这是一个非常难以回答的问题。

It's it's a very hard question to ask.

我认为从长远来看，拥有优秀文化的最简单方式就是从一开始就建立它。

I think long term what I would say the easiest way to have a great culture is to start with it.

因为你从一开始就建立它，因为改变它——尤其是当你规模越大时——会变得越来越困难。

Like, you start with it because changing it, especially the bigger you get, becomes exponentially harder.

因此，从零开始并正确地建立文化是如此、如此、如此重要。

And that's why starting from scratch the right way is so, so, so important.

非常重要。

So important.

好吗？

Okay?

不。

No.

谢谢你的回答，兄弟。

Appreciate that answer, man.

太棒了。

Awesome.

太惊人了

And amazing

谢谢你，兄弟。

Thank you, man.

再次感谢。

Again.

谢谢你，兄弟。

Thank you, brother.

干杯。

Cheers.

感谢你。

Appreciate you.

很快见。

See you soon.

太棒了。

Awesome.

又一个好问题。

Another great question.

你来吧，提个问题。

You wanna come on, ask a question.

搞定。

Boom.

这是链接。

Here's a link.

来吧来吧。

Come on on.

来吧来吧。

Come on on.

谁说的？

Who says that?

来吧来吧。

Come on on.

我们有个叫Claude的人说，抱歉，是Fars，说这里是孩子们的睡觉时间，所以我参与得更多了。

We got a Claude says, sorry, Fars, that it's the madness of the kids' bedtime here or I participate a lot more.

没关系，老兄。

It's all good, man.

没关系。

It's all good.

任何参与都是好的参与。

Any participation is good participation.

就连你发表这个评论，也是一种参与。

Even you saying that comment is you participating.

看看这个。

Look at that.

太棒了。

Amazing.

来自JJ的评论。

Comment from JJ.

美国大多数人都不了解特斯拉电动车的全部优势。

Most of America out there doesn't know all the benefits from a Tesla EV in general.

他们只知道是因为像我这样的狂热者告诉他们的。

They only know because fanatics like me tell them.

我圈子里的大多数人知道要来问我，因为我懂这些。

And most people in my circle know to ask me because I am in the know.

是的。

Yeah.

这正是目前电动车面临的一个挑战。

That's that's one of the challenges with EVs right now.

不过我要告诉你，随着Model Y实现全球主导地位——我相信明年就会发生——我不久前还做过一场直播讨论过这个，我认为Model Y将成为全球销量最高的汽车。

However, I will tell you that as Model Y reaches global domination status, which I believe is gonna happen next year, made a livestream about this not too long ago, where I think Model y is gonna be the most popular car sold in the world by units.

目前这个纪录由卡罗拉和RAV4保持，每年大约一百万辆。

So that's right now is being held, I think, by the Corolla and the RAV four, which is about a million units per year.

我认为Model Y明年就能达到这个水平。

I think Model y gets there next year.

这可真是天翻地覆的变化。

Boy, is that gonna change.

因为如果你是一家公司，现在拥有全球销量最高汽车的头衔，这会彻底改变你公司的形象。

Because I think if you if you're a company now that has a crown of most car with the most sold globally, that changes the tune of what your company represents.

对吧？

Right?

会有更多人对此产生兴趣。

And lot more people are gonna be interested in it.

我不知道特斯拉在现有巨大需求和积压订单的情况下该如何应对，但祝他们好运。

I don't know how Tesla's gonna manage that with the amount of demand they already have and the backlogs that they have, but good luck to them.

祝他们好运。

Good luck to them.

我的YouTube上还有一些其他评论正在出现，但在Restream上还没显示出来，不过它们还在陆续进来。

There's other comments there's other comments that are coming up on my YouTube, but are not coming up on Restream, and it's still coming through.

但我打算等它们刷新一下。

But I'm gonna wait for them to refresh.

我相信它们马上就会在这里出现了。

I'm sure they'll come up here any any second.

不过，如果你真的想加入直播提问或分享你的想法，我在评论区发布了链接。

But, yeah, if you do wanna join the stream for a question or to share your thought, I've posted a link for that in the comments section.

欢迎点击链接加入。

Feel free to click on that and come on.

我们现在有3088人在线。

We have three hundred eight eighty people on right now.

非常感谢大家的参与。

Thank you all very much for joining us.

如果你喜欢所看到的内容，想让更多人看到，请点个赞，而我们则什么也给不了你。

If If you like what you're watching, so more people can watch it, hit the like button, and we'll give you absolutely nothing.

非常感谢。

Thank you very much.

你们真是太好了。

You guys are so nice.

你们真是太好了。

You guys are so nice.

我们来看看。

Let's see.

我们还有什么其他评论吗？

What other comments do we have?

我很想知道，在特斯拉社区之外，有哪些人认为无论燃油车的标价如何，购买特斯拉都比买其他燃油车更便宜。

I'm interested to know who outside of the Tesla community thinks that buying a Tesla versus any other ICE is cheaper regardless of sticker price of the ICE.

我想知道，在特斯拉社区之外，有哪些人认为购买特斯拉比购买任何其他燃油车更便宜。

I'm interested to know who outside of the Tesla community thinks that buying a Tesla versus any other ICE is cheaper.

好吧，我来告诉你一件事。

Well, I'll tell you what.

我父亲以前根本不会考虑电动车，但最近他因为柴油价格太高，买了一辆特斯拉Model 3，结果发现月供比他以前花在油费上的钱还少。

There was something that happened with my my dad who would have never considered an EV until very, very recently, where he bought a Tesla Model three because diesel gas prices or diesel prices were so high, where the payment for the Model three was cheaper than the amount of money he was paying for fuel.

这让他改变了想法。

And that made him change.

你知道吗？

You know?

我觉得我们现在面临的高油价，正在迫使人们认真考虑电动车作为替代选择。

I think I think the high guy gas prices that we're having right now, I think it's forcing people to seriously consider an EV as an alternative.

这再次提醒我们，当思考一项技术的真正普及，尤其是大规模普及时，成本是最重要、也许是最重要的因素。

And it's yet another reminder that when you think about true adoption of a technology, especially mass adoption of a technology, one of the biggest, if not the biggest variable out there is cost.

就是这样。

Period.

一旦成本变得显而易见，当人们根本负担不起他们正在支付的东西时，他们就必须想办法找到替代方案。

And once cost becomes a no brainer within the context of people literally cannot afford the thing that they're paying for, so they have to figure out a creative way to switch over.

你知道吗？

You know?

那时，电动车就自然而然地成了更好的选择，就这么简单。

That's where EVs become de facto just it's just better period.

以前，情况并不那么明确。

Before, it's not super clear.

如果汽油便宜，你每个月花一百美元加油之类的，这并不会让人惊呼：天啊。

If gas is cheap and you're paying, I don't know, a $100 a month to fill up your your gas tank or whatever you may might be paying, it's not gonna trigger something as a person that says, oh my god.

我得买一辆电动车，或者得停止支付高昂的油费了。

I need to buy an EV or I need to stop paying for gas because it's really expensive.

这还在你的预算之内。

It's within your budget.

但一旦超出预算，人们才会开始考虑可能的转变。

But once it goes over budget, that's when people start thinking about potentially transitioning.

所以成本始终是一个变量。

So cost is always gonna be a variable.

因此，特斯拉能做的越多，越能降低成本，或者如果出现某些因素让电动汽车真正更便宜这一点更加明显，那时就变得不言而喻了。

So the more things Tesla can do to really bring cost down or or or if if there are factors that happen that may cost more more visible that EVs are truly cheaper, then at that point, it becomes a no brainer.

但特斯拉有一年的积压订单。

But Tesla has a year of backlog.

他们怎么才能卖得掉这些车呢？

How are they gonna be able to sell their cars?

即使你想省钱，也做不到。

Even if you wanted to save money, you can't.

天啊，这是个糟糕的问题。

Man, that's a bad problem to have.

让我在等评论进来的时候结束这个投票吧。

Let's end this poll while I wait for the comments to come through.

我不清楚最近Restream怎么了。

I don't know what's going on with Restream lately.

我对它的表现不太满意。

I'm not very happy with its performance.

说实话。

Not gonna lie.

我们可能得换用StreamYards了。

We might have to switch over to StreamYards.

StreamYards，如果你想要主持这个活动，告诉我一声。

StreamYards, if you wanna host the thing, let me know.

赞助这个频道。

Sponsor the channel.

好的。

Alright.

我们已经结束投票了。

We've ended the poll.

投票问题是：你对特斯拉的未来感到兴奋吗？

The poll was, are you excited about Tesla's future?

95%的人回答了‘是’。

95% said yes.

这么多人啊。

That's a lot of people.

有211人参与了投票。

211 people voted.

非常感谢大家的参与。

Thank you very much for taking part.

好的。

Alright.

有几个人想加入进来。

We got a couple folks trying to jump on.

我们看看。

Let's see.

有几位是卡车司机。

Got a couple folks Truckers.