Tesla's Next Chapter / Apple Can't Be Serious / Toyoda Belittles EV's ⚡️

Welcome to Electrified, it's your host Dylan Lumis. First up today, Alexander is highlighting 86 new job postings for Tesla Semi Development. To be clear, these are not all new jobs, but ones like this super intended for semi-construction lineup with everything we've been seeing from the drone flyovers. This job will support the construction of the new ground up semi-truck manufacturing facility that requires exceptional talent. Just a few I thought were interesting, a senior architect for never built before production lines. This one, the role is in the name, technical service advisor, a software engineer who will determine where to put power, communication, sensors, actuators, and compute in a new or updated vehicle. Antenna Design Engineer to work on ongoing antenna product development efforts covering a significant portion of the radio frequency spectrum. Role also in the name for this one, Global Supply Manager, manufacturing engineer for battery joining that will work on the structural joining and sealing processes for our cutting edge battery products. Somebody has to drive these bad boys, so Tesla hiring for a commercial semi-driver, night shift. And finally, there are plenty of listings for mechanical design engineers for different parts of the semi. As I said months ago, a silver lining of Tesla pushing back volume semi-production will be the opportunity to continually innovate on the design of the semi-truck for a year plus. That's exactly what they've been doing and are clearly continuing to do.

欢迎来到Electrified，我是你的主持人Dylan Lumis。首先，亚历山大强调了特斯拉半挂车开发的86个新工作岗位。需要明确的是，这些不都是全新的工作岗位，但有些岗位与我们从无人机飞行器上看到的一切相符，专门用于半挂车建设。这个工作将支持新建的半挂车制造设施的建设，所需人才非常优秀。我认为有些职位很有意思，比如一个负责从未建造过的生产线的高级建筑师。还有一个，职务名称就揭示了角色，即技术服务顾问，一个软件工程师将确定在新车辆或更新后的车辆中放置电力、通信、传感器、执行器和计算的位置。而对于这个岗位，天线设计工程师将从事涵盖广泛的无线电频谱的天线产品开发工作。同样，这个岗位的角色也通过名称显示出来，即全球供应经理，是负责电池连接的制造工程师，将致力于我们尖端电池产品的结构连接和密封过程。有人必须驾驶这些大家伙，所以特斯拉正在招聘一名商用半挂车司机，夜班工作。最后，还有很多机械设计工程师的职位空缺，负责半挂车的不同部件。正如我几个月前所说的，特斯拉推迟量产半挂车的其中一个好处就是有一年多的时间可以持续创新半挂车的设计。这正是他们一直在做的，显然还将继续下去。

One pretty big feature with FSD12 I did not mention yesterday is the curb-to-curb option. So in prior iterations, when you arrive at your destination on FSD beta, it would just sit in the middle of the road right in the way. So far, with early testing of FSD beta 12, it's actually pulling off to the side when you arrive at your destination out of the way. Theoretically, that means Uber drivers would be able to go curb-to-curb destination-to-destination without having to disengage at all. Just to ensure I don't sound biased here after watching all of Omar's initial drives, there are absolutely still bugs and things that Tesla needs to work on. I'm just operating under the assumption that that's a given at this point.

昨天我没有提到的FSD12的一个很重要的特性是路边到路边的选项。在之前的版本中，当你到达目的地时，FSD beta只会停在路中间挡路。而在早期对FSD beta 12的测试中，当你到达目的地时，它会主动让路，靠边停车。理论上说，这意味着Uber司机无需停车就能够从起点一直开到终点。为了确保我不显得有偏见，在看了Omar的初始试驾之后，我要明确表示，特斯拉仍然存在bug和需要改进的地方。我只是在假定这一点已经是公认的前提下进行操作。

Tesla in Sweden is now opening up a vertically integrated body repair shop to avoid collective agreements as the previous workshop was subject to those sympathy strikes. This Tesla expansion would be the first damage repair shop for Tesla in Sweden. Currently, Tesla is looking for seven new employees, including painters, claims adjusters, and sheet metal workers.

特斯拉在瑞典现在正在开设一家垂直一体化的车身维修店，以避免受到之前的车间同情罢工的影响。这将是特斯拉在瑞典的第一家损害修复店。目前，特斯拉正在寻找七名新员工，包括喷漆工、索赔调整员和钣金工。

The Tesla China Weekly Insurance data came in at 11,700. Plugging that into the table, if you wanted to compare it to week 3 of quarter 4, that number was 8,100. This 11,700 number was broken down to 2,900 Model 3s and 8,800 Model WIS. Through the first three weeks of the quarter, we are now 5,700 units ahead of the Q4 pace that did ultimately turn out to be a record quarter for Tesla China deliveries. This number was the highest third week of a quarter ever. We also got the Tesla China production figure for December. It came in at 85,833, consisting of 28,400 Model 3s and 57,300 Model WIS. This means in Q4, Tesla China comfortably set a new quarterly production record by over 16,000 units. The second best quarter is now quarter 2,2023.

特斯拉中国周保险数据为11,700。将该数字与第4季度第3周的8,100进行比较，可以发现特斯拉中国每周保险数据增加。这11,700分为2,900辆Model 3和8,800辆Model WIS。在本季度的前三周，我们比第4季度的步伐领先5,700辆，而第4季度最终成为特斯拉中国交付的记录季度。这个数字是有史以来第四个季度的最高数字。我们还获得了特斯拉中国12月份的生产数字，达到85,833，其中包括28,400辆Model 3和57,300辆Model WIS。这意味着特斯拉中国在第4季度轻松刷新了季度生产记录，超过16,000台。第二季度最好的纪录现在是2023年第2季度。

The only other thing I would really highlight here is looking back on the Model 3 Plus transition. We started hearing around September that the factory was going to be shut down for upgrades and all in all they did an incredible job. Hopefully Tesla can do the same thing, pulling off a pretty seamless transition in Fremont.

在这里，我唯一想强调的是对Model 3 Plus过渡的回顾。从9月开始，我们听说工厂将关闭进行升级，总体来说，他们做得非常出色。希望特斯拉能在弗里蒙特做到同样的事情，实现一个非常顺利的过渡。

Tesla has appointed a new country manager for Mexico, Teresa Gutierrez Smith, who has spent over 20 years at companies like Nestle, Mattel, Proctor & Gamble and Ruppy, Mexico. Creeping on her LinkedIn page, the news has been confirmed. If you like Tesla doing advertising, there's a chance this hire is very encouraging for you as she has a pretty heavy media and digital marketing background. Her most recent job at Ruppy, where she was a regional general manager, this was a tech company committed to driving growth by accelerating the adoption of e-commerce. I think this role Teresa is stepping into is going to be a pretty critical one for Tesla as they build their brand in Mexico. I like what I'm seeing in terms of where she was coming from as Ruppy was the first super app in this region in Latin America and it's a platform for digital commerce. In her new role, Teresa will lead sales service and delivery operations. She'll oversee the expansion and growth in the Mexican market playing a pivotal role in shaping our corporate image.

特斯拉已经任命了一位新的墨西哥国家经理——特蕾莎·古铁雷斯·史密斯（Teresa Gutierrez Smith），她在雀巢、玩具之家、宝洁和Ruppy等公司工作了超过20年。通过查看她的LinkedIn页面，已经得到了这个消息的确认。如果你喜欢特斯拉的广告，那么这次的聘用对你来说可能非常令人鼓舞，因为她具有相当丰富的媒体和数字营销背景。她在Ruppy的最近一份工作是区域总经理，该公司致力于通过加快电子商务的采用来推动增长，这是一家科技公司。我认为特蕾莎即将承担的这个角色对于特斯拉来说将是非常关键的，因为他们正在墨西哥建立品牌。从她之前的经历来看，我对她的发展方向感到满意，因为Ruppy是拉美地区的第一个超级应用程序，是一个数字商务平台。在她的新职位上，特蕾莎将负责销售、服务和交付业务。她将监督墨西哥市场的扩张和增长，对塑造我们的企业形象发挥重要作用。

This is a Tesla Model Y painted in the Europe exclusive Midnight Cherry Red Paint. Now it costs over £2,000 and you might be wondering why is it that much? Well I'll show you why. It's because they layer up the paint over 13 different layers. You can see here how they do that as paint is applied over and over again till you get to the 13th layer which is the final coat.

这是一辆涂有欧洲独有的午夜樱桃红漆的特斯拉Y型车。现在这种漆涂层超过13层，所以价格超过2000英镑。你可能会想知道为什么这么贵，现在我将为你展示原因。这是因为他们会将漆涂层重复施加13次。你可以在这里看到他们是怎么做的，漆涂层一次又一次地覆盖，直到达到第13层，也就是最后的涂层。

Have a look at it. You can see the change across the bonnet there. It's quite impressive and that's why the Midnight Cherry Red costs over £2,000.

请看一下。你能看到整个引擎盖上的改变。非常令人印象深刻，这也是午夜樱桃红颜色的价格超过2000英镑的原因。

There's been a lot of talk lately about vehicles operating in the cold weather. Fun fact on that point, did you know that your PSI can drop one for roughly every 10 degrees Fahrenheit that the ambient temperature drops? That's because the air in your tire condenses so if driving your vehicle doesn't warm up the tires, bringing your PSI back to where it should be.

最近关于在寒冷天气中运行的车辆有很多讨论。有个有趣的事实是，你知道吗？每当环境温度下降10华氏度，你的轮胎压力（PSI）就会下降一个单位。这是因为轮胎中的空气会凝结，如果车辆没有在行驶中让轮胎变暖，就无法将轮胎的压力恢复到正常水平。

I have a solution for you. This right here is the Fantic X8 Apex, a portable tire inflator. It'll inflate one PSI in about 10 seconds so you can go from 25 PSI up to 33 in about a minute and a half. The Fantic can pump continuously for about 40 minutes and then it just recharges via USB-C and even if you don't need to inflate your tires this is an easy way to digitally check your tire pressure. You can set the desired PSI with the press of a button. It also has presets and there's a light for filling up at night.

我为你提供了一个解决方案。这个东西就是Fantic X8 Apex，一个便携式轮胎充气器。它可以在大约10秒钟内充气1 PSI，因此你可以在大约一分钟半的时间内从25 PSI充到33 PSI。Fantic可以连续工作约40分钟，然后通过USB-C充电，即使你不需要给轮胎充气，这也是一种轻松检查轮胎压力的方式。你可以通过按一下按钮来设置所需的PSI值。它还有预设功能，并且有一个用于夜间充气的灯光。

I got 5 of these 4 family members for Christmas, 3 of which I did pay for and it was a smashing success. See the text from both my dad and my uncle about how much they've been enjoying it. Fantic also has the V8 Mate Cordless Car vacuum. My wife is a walking crumb machine and this saves trips to a gas station that may or may not have a vacuum. It comes with multiple attachments and has a low and high gear.

我在圣诞节买了5个这样的东西，送给了4位家庭成员，其中有3个是我付钱买的，效果非常成功。看看我爸爸和叔叔给的信息，他们都非常喜欢它。Fantic还有一款V8 Mate无绳车载吸尘器。我的妻子总是弄得到处都是碎屑，这个吸尘器可以省掉去可能有也可能没有吸尘器的加油站的烦恼。它配有多个附件，还有低速和高速档位可选。

I was able to get everybody here 30% off these Fantic products and the discount codes will be in the description below. Enjoy.

我成功为大家争取了这些Fantic产品的30%折扣，并且优惠码将在下面的描述中给出。尽情享受吧。

From the unofficial Tesla app updates on X they said it looks like Cybertruck deliveries at some point will be getting metal keycards instead of plastic ones.

根据非官方特斯拉应用程序对于X的更新来看，看起来塞博卡车的交付可能会在某个时候换成金属钥匙卡，而不再是塑料的。

I wanted to make two points about this Wall Street Journal article today talking about why it makes sense for new EV drivers to look outside of Tesla. A full 59% of EVs sold through US dealerships in December were leased rather than purchased. The highest share in three years. Meanwhile Tesla's lease rate was 2% in the fourth quarter, the lowest in at least four years. First thing, nowhere in this article do they say anything about Tesla not offering a buyout option at the end of a lease. Not that having higher lease rates is somehow better or worse. It just seems like something worth mentioning in an article like this. Second thing to keep in mind over the next few years, the more vehicles that are leased for the competition, the more chance they have for future write downs if the residual values continue to deteriorate. And there's a decent chance that they will because Tesla will most likely continue to drive down prices making their vehicles more accessible to the masses. Simply put, if these companies try to keep up with Tesla in terms of price cuts that will lead to lower residual values and more depreciation for their leases.

我对这篇《华尔街日报》的文章想提出两点看法，讨论为什么对于新的电动汽车驾驶者来说，不局限于特斯拉是有道理的。在去年12月通过美国经销商销售的电动汽车中，有整整59%是租赁而不是购买。这是三年来的最高比例。与此同时，特斯拉在第四季度的租赁率为2%，至少是过去四年来的最低水平。首先，在这篇文章中他们根本没有提到特斯拉在租赁结束后是否提供购买选项。并不是说更高的租赁率好坏如何。只是在这样一篇文章中，这似乎是值得一提的事情。其次，未来几年需要记住的是，如果竞争对手租赁的车辆越多，如果残值继续下降，他们就越有可能面临未来的减值。而且有相当大的机会他们会面临减值，因为特斯拉很可能会继续降低价格，使得他们的车辆更易于大众购买。简而言之，如果这些公司试图在价格上与特斯拉竞争，那将导致较低的残值和更多的租赁折旧。

From the driven, the total installed capacity of Australia's public charging network grew a staggering 33% in just the fourth quarter of 2023 and more than half of that growth came from Tesla. The new installations were dominated by 126 Tesla V3 superchargers adding 30.5,000 kilowatts to the network or 60% of all new capacity.

从驱动力来看，澳大利亚公共充电网络的总装机容量在2023年第四季度令人震惊地增长了33％，其中超过一半的增长来自特斯拉。新的设施主要由126个特斯拉V3超级充电桩组成，为网络增加了30.5万千瓦，占所有新增容量的60％。

Sawyer put this image together of the rapid rate of progress for Tesla's Optimus Bot starting with Bumblebee in September of 22 to where we're at now with Optimus Gen 2, which was unveiled just one year after Bumblebee. So pretty impressive progress, thought that might be worth screen shotting and having in your back pocket.

Sawyer整理了这张图片，展示了特斯拉的Optimus机器人从22年9月的Bumblebee到现在的Optimus Gen 2的快速进展。Optimus Gen 2在Bumblebee发布后仅仅一年就亮相了。所以进展相当惊人，我觉得这可能值得截屏保存在你的后备文件夹里。

The AI driver on YouTube just uploaded a really cool video overlaying Tesla's high fidelity park assist with the real world drone video. It was remarkably accurate in some instances, but in some others, it was not as accurate. But I want us all to hear one thing that he said. Although I think a lot of this can be fixed in future software updates by giving the car a little bit better of a memory and better detection, I do have to admit that I think that the cars with the front bumper camera are actually going to perform much better with this park assist. Because when you're backing up using the super wide angle camera at the rear of the car, it does a much better job visualizing everything accurately. And to be honest, I pretty much always back into parking spaces, so not having the ultra wide camera on the front of the car isn't too big of a deal for me, but I know most people do like to nose into parking spots, so it is something to consider.

YouTube上的AI驾驶员刚刚上传了一个非常酷的视频，将特斯拉的高保真停车辅助与真实世界的无人机视频叠加在一起。在某些情况下，它表现得非常准确，但在其他一些情况下，它的准确性就不太好了。但我想让我们都听一下他说的一件事。虽然我认为通过给车辆一点更好的存储和更好的检测，很多问题可以在未来的软件更新中解决，但我必须承认，我认为前保险杠摄像头的车辆在这个停车辅助方面的表现要好得多。因为当你使用车后方的超广角摄像头倒车时，它可以更准确地可视化一切。而且说实话，我几乎总是倒车入停车位，所以对我来说，车前没有超广角摄像头也没什么大问题，但我知道大多数人喜欢车头进入停车位，所以这是需要考虑的一点。

So while high fidelity park assist definitely isn't perfect yet, and there are some improvements that need to be made, I do think it's a big step up even right now compared to ultrasonic sensors. And to be clear, I think there is a reason cars with ultrasonics haven't gotten this update yet. In parking scenarios like the one with the dumpster we looked at, ultrasonics probably would have performed better and given you more accurate distances. But remember, they can't see curbs or other low objects that can still damage your car at all. And at least the new park assist gets those things right most of the time.

尽管高保真度的自动泊车辅助还不完美，仍然有一些需要改进的地方，但与超声波传感器相比，我认为它已经迈出了很大的一步。清楚地说，我认为车辆装有超声波的原因还没有得到这个更新。在我们观察垃圾箱的停车场景中，超声波可能会表现更好，给出更准确的距离。但请记住，它们无法检测到路缘或其他低矮的物体，这些物体仍然可能对您的车辆造成损坏。至少，新的自动泊车辅助大多数情况下都能正确解决这些问题。

If you're not familiar with AI driver, he does not pull punches, so I think what he said does absolutely carry some weight. And remember, this is the worst this iteration of the high fidelity park assist is ever going to be Tim Zommen and ex Tesla engineer said FSD 12 is very impressive. I suggest anyone with a Tesla give it a spin tricky driveway intersection offsetting peaking very natural and promising behavior. I now wonder if they'll solve self driving before solving the auto wiper replying to his own post he added full self wiping when Tesla is now marketing the cyber truck tour in China. The word is initially it'll stop at eight different cities.

如果你对AI驾驶员不熟悉，他是非常直言不讳的，所以我认为他说的话确实有一些分量。请记住，这是高保真泊车辅助的最差表现。前特斯拉工程师蒂姆·佐门表示FSD 12非常令人印象深刻。我建议任何拥有特斯拉的人都去试一试，在复杂的车道交汇处偏移非常自然，表现有前途。我现在怀疑他们是否会在解决自动雨刷之前解决自动驾驶的问题。他在自己的帖子中还补充说，特斯拉现在正在中国推广Cybertruck巡回展。最初的消息是它将在八个不同的城市停留。

After a long time of silence, we finally get updated plans on what the USPS is planning for its future EV fleet. The postal service is rolling out the first of its new EV charging stations that are going to be at the sorting and delivering centers or S&DCs. They plan to have 100 of these locations up and running by the end of this year and over 400 S&DCs in the next three years. These locations are where they will pick up mail in packages and charge the vehicles. The agency also expects to receive its first next gen vehicles from the vendor Oshkosh defense this summer. USPS will start deploying its EV trucks in Georgia, then expands other locations across the country throughout the year. The postmaster general said speaking of some of the outdated USPS locations, most of them I'd be afraid to plug a coffee pot in, let alone an EV charger.

经过漫长的沉默，我们终于获得了美国邮政服务局（USPS）关于未来电动车辆（EV）车队计划的最新计划。该邮政局将推出首批新的电动车充电站，其将设在分拣和投递中心（S&DCs）处。他们计划在今年年底之前建立并运营100个这样的场所，并在未来三年内建立超过400个分拣和投递中心。这些场所是他们接收邮件和包裹并对车辆进行充电的地方。该机构还预计将于今年夏天从供应商奥什科什国防公司收到首批下一代车辆。USPS将从佐治亚州开始部署其电动卡车，然后在全国范围内的其他地点逐步扩展。邮政总长谈到一些过时的USPS地点时表示，大多数我甚至都不敢使用咖啡壶插座，更别提电动车充电器了。

Good news for USPS, the natural resources defense council and the UAW dropped their lawsuits against USPS for arguing they were not going green enough. In response to all of that backlash, USPS went back to the drawing board and now they're making EVs a majority of their next gen fleet. They plan to buy 66,000 EVs over the next five years as part of a $10 billion spending plan. In total, the agency expects to buy 100,000 EV and gas power delivery vehicles through 2028. They expect EVs will make up at least 62% of its new fleet. USPS is not totally out of the legal woods yet as they still face two remaining legal challenges from environmental groups that are still arguing they need more EVs and less ICE vehicles for their next gen fleet. USPS owns about a third of all federal vehicles and ranks second only to the defense department in terms of agencies with the largest vehicle inventory.

USPS、自然资源保护委员会和UAW取消了对USPS的诉讼，原因是他们认为USPS的环保做得不够。作为对这一指责的回应，USPS重新制定了计划，将使电动车成为其下一代车队的主要车型。他们计划在接下来的五年内购买6.6万辆电动车，作为一项耗资100亿美元的开支计划的一部分。总体而言，USPS预计到2028年购买10万辆电动车和汽油动力投递车。他们预计电动车将占到新车队至少62%。USPS在法律方面仍面临两项剩余的挑战，来自环保组织，他们仍在主张USPS需要更多的电动车和更少的燃油车辆来配置他们的下一代车队。USPS拥有约三分之一的联邦车辆，并且在拥有最大车辆库存的机构中仅排名第二，仅次于国防部。

Here we have it, the Apple disaster, the latest update in their EV car project. They have now pivoted to a less ambitious design with the intent of finally bringing an EV to market. Before they talked about a fully autonomous vehicle, now they're working on an EV with more limited features according to sources. Despite the more conservative goals, they're still delaying their plans as they look to introduce the car in 2028 at the earliest, roughly two years later than their last announcement. It wasn't ever an official announcement, I just mean through the sources. They started this project, codename Titan or T-172 back in 2014, 2028 at the earliest, that's 14 years of development.

在这里我们有它，苹果公司的灾难，他们电动汽车项目的最新更新。根据消息来源，他们现在选择了一个更为谨慎的设计，旨在最终将一款电动汽车推向市场。之前他们曾谈论全自动驾驶汽车，现在他们正在开发一款功能更为有限的电动车。尽管目标更为保守，但他们仍然推迟了计划，计划最早在2028年推出该车型，比上次公告的时间晚了大约两年。我不是说它是官方公告，只是根据消息来源。他们从2014年开始这个项目，代号Titan或T-172，最早在2028年推出，这意味着经过了14年的开发。

Now, after realizing it will not be able to solve a self-driving vehicle by 2026, they're instead going to focus on a level 2 plus system. Internally, the word is either Apple is able to finally deliver this product with reduced expectations or top executives may reconsider the project's existence. It's also still possible Apple reverses course again and takes a new tack. The company has been meeting with potential manufacturing partners in Europe to discuss this new approach.

如今，苹果意识到到2026年无法解决自动驾驶汽车的问题，因此他们决定将注意力转向2级增强系统。内部消息显示，苹果可能能够在降低预期的情况下最终推出该产品，否则高层管理人员可能会重新考虑该项目的存在。苹果也有可能再度改变方向并采取新的策略。该公司一直在与欧洲潜在的制造伙伴会面，讨论这种新的方法。

After their initial debut, they hope that this system later will support level 4 autonomy. It sounds like to close 2023, there were plenty of meetings involving all of the top execs, including Tim Cook, they were pressing Apple's leadership about the timeline for this project.

在他们初次亮相之后，他们希望这个系统在将来能支持4级自动驾驶。似乎在关闭2023年之前，所有高层高管（包括蒂姆·库克）都参与了很多会议，他们对苹果公司的领导层追问该项目的时间表。

Project Titan has been one of the most expensive R&D projects for the better part of a decade for Apple, with them spending hundreds of millions of dollars a year on salaries, cloud-based systems, closed road testing and engineering for both vehicle parts and chips. Apple has spent years working on powertrain, self-driving hardware and software, car interiors and exteriors and other key components, and yet the vehicle has never successfully reached a formal prototype stage. The word is Doug Field left in part because he did not believe top executives would ever formally approve the release of a vehicle. Even now, some Apple executives are skeptical that a vehicle could ever provide the kind of profit margins that they enjoy with iPhones.

泰坦计划是苹果公司过去十年中最昂贵的研发项目之一，他们每年花费数亿美元用于工资、云系统、封闭道路测试、汽车零部件和芯片的工程研发。苹果公司花费多年时间研发动力系统、自动驾驶硬件和软件、汽车内外饰以及其他重要组件，然而该车型从未成功达到正式原型阶段。据传道格·菲尔德离开部分原因是因为他不相信高层主管会正式批准发布该车型。现在，一些苹果高管仍怀疑汽车能否像iPhone那样提供利润率。

Whatever this means, they said the latest plan for the car is seen internally as a Tesla Mi 2 product, one that does not break significant new ground. As part of this new plan, Apple is weighing further management changes to both its hardware, engineering and autonomous software teams. I'm an Apple fan, I have all Apple products, but my biggest takeaway from this whole thing is the hubris that Apple has showed, thinking they were going to have a fully autonomous vehicle by 2026. At this point, despite the billions of investment into this project, they still might be better served, just focusing on continued and advanced carplay integration.

无论这意味着什么，他们称最新的汽车计划在内部被视为特斯拉Mi 2产品，这并没有突破重要的新领域。作为这个新计划的一部分，苹果正在考虑进一步对其硬件、工程和自主软件团队进行管理变革。作为一个苹果粉丝，我有所有的苹果产品，但我从整个事情中最重要的领悟是苹果所展示的傲慢，他们认为他们将在2026年拥有完全自主的汽车。在这一点上，尽管在这个项目上投入了数十亿美元，他们可能会更好地专注于持续和先进的CarPlay集成。

It seems like Panasonic goes back and forth on this every few weeks, but the latest is that now they're going to hold off on that third manufacturing battery plant in North America. Previously, they said they would announce it by the end of March, now they're saying we need to think about it thoroughly and about raising productivity before setting up a third location.

看起来松下公司每隔几周就在这个问题上摇摆不定，但最新消息是他们将推迟在北美建设第三座电池制造工厂的计划。此前，他们表示将在3月底前宣布计划，现在他们表示需要充分考虑并提高生产力之后才会设立第三个地点。

In some new application documents, Weamo is looking to expand pretty significantly in both San Francisco and Los Angeles. Here's an image of the new expansion territory for LA. Right now, in LA, Weamo is in the test phase inaccessible only through invitation, so the full operation of its fleet in LA now awaits regulatory approval. We also just heard about Weamo expanding to the freeways in Phoenix. We've heard about Weamo looking to expand in Austin, Texas, so quietly Weamo has been slowly expanding and staying out of the headlines for negative reasons. We'll see if this expansion gets approved, but honestly, good for Weamo.

在一些新的申请文件中，Weamo计划在旧金山和洛杉矶进行相当大规模的扩张。这是洛杉矶新扩张领域的示意图。目前，在洛杉矶，Weamo处于测试阶段，只能通过邀请进入，因此其车队的全面运营现在还等待监管部门的批准。我们还刚刚听说Weamo将扩张到凤凰城的高速公路。我们也听说Weamo计划在得克萨斯州奥斯汀进行扩张，因此Weamo一直在悄悄地扩张，避免负面新闻。我们将看看这个扩张是否得到批准，但说实话，Weamo做得不错。

It is plain as day that the chairman of Toyota, a Kiyo Toyota, is fed up hearing people talk about Toyota lagging when it comes to electric vehicles. From Toyota times Japan, he just said no matter how much progress beevs make, I think they will still only have a 30% market share. The remaining 70% will be hybrids, fuel cells and hydrogen engines, and I think engine cars will definitely remain. Earlier in his speech, he said it right here. All I hear is Toyota is behind in beevs. In fairness though, here's the context of what he was saying. 1 billion people around the world live in areas without electricity. For Toyota, we also supply vehicles to those regions, so a single beev option cannot provide transportation for everyone. The problem is, to use these smaller markets to then extrapolate what's going to happen in the major auto markets, China, USA and Europe, it's not a wise choice. Toward the end of 2023 in China alone, full battery electric vehicles were already pushing 30% of all new car sales. I'm fairly confident that number is not going to go down anytime soon.

很明显，丰田汽车公司的董事长丰田清泉已经受够了听人们谈论丰田在电动车领域的滞后。根据《丰田时报·日本》的报道，他表示无论电动车取得多大进步，我认为它们仍然只有30%的市场份额。剩下的70%将是混合动力车、燃料电池车和氢燃料引擎车，我认为传统燃油汽车肯定会继续存在。在他的演讲中，他早些时候说过这个观点。我所听到的都是关于丰田在电动车领域落后的声音。然而，为了公正起见，我们需要了解他的言论背景。全球有10亿人生活在没有电力的地区。对于丰田来说，我们也向这些地区提供车辆，所以仅仅提供一种电动车型无法为每个人提供交通工具。问题是，通过这些较小的市场推断未来在中国、美国和欧洲这些主要汽车市场的发展趋势，这并不是一个明智的选择。光是在中国，到2023年底，全电动车已经占据了30%的新车销量。我相当有信心这个数字不会很快下降。

Toyota said engines will surely remain and that the EV shift won't happen as quickly as many think. The truth is, it would be easy to bash a Kiyo here for these comments, but it's always more nuanced than just these broad generalizations. Sure, in certain markets, beevs adoption isn't going to happen for a long time, and in other markets, even right now, hybrids are actually doing well. However, to use all of that as an excuse to not push forward with a beev innovation in the biggest markets that matter the most, thinking about China first, it doesn't seem like a wise choice.

丰田表示，发动机肯定会继续存在，电动车转变不会像许多人想的那样迅速发生。事实上，对于这些言论，我们可以很轻易地批评一番，但事情往往比这些广泛概括更加复杂。当然，在某些市场上，电动汽车的普及将需要很长时间，而在其他市场上，即使在现阶段，混合动力汽车的表现也相当不错。然而，将所有这些作为不推动在最重要的市场，尤其是首先考虑中国市场进行电动汽车创新的借口，似乎不是一个明智的选择。

Redwood Materials posted the cathode accounts for over 50% of a battery sales cost, but today, manufacturing is based entirely outside of North America. To fix this, they're building a huge cathode plant with more than 1 million EVs per year of capacity at their Nevada campus. Don't forget, Tesla is also putting the finishing touches on their own cathode facility in Austin.

Redwood Materials表示正极板占电池销售成本的50%以上，但是目前，生产完全在北美以外进行。为了解决这个问题，他们在内华达州的园区建设了一个巨大的正极板工厂，年产能超过100万辆电动汽车。不要忘记，特斯拉也正在奥斯汀设置自己的正极板设施的最后一道工序。

I know most of you are not in Connecticut, but how about this? You can now get up to $16,000 in upfront incentives that are available per customer for residential battery purchases. They have now more than doubled the maximum amount that was available before. And customers in multifamily affordable housing are now eligible for a low income rate, which will unlock opportunities for landlords to install batteries for rented accommodation.

我知道你们大部分人不在康涅狄格州，但这事你们怎么看？现在，你们可以获得高达16,000美元的预付奖励，每位客户对于家庭电池购买有这个机会。他们现在将之前可获得的最大金额翻了倍以上。而且，多户经济适用住房的客户现在还有资格享受低收入费率，这将为房东提供安装租住住房电池的机会。

We also have New York making encouraging progress, replacing their peaker plants. Battery storage is playing an active role in helping New York City retire its fleet of peaker power plants. According to a new report, about two-thirds of their fleet has either retired or put in place plans to replace turbines with cleaner technologies.

我们还看到纽约市取得了鼓舞人心的进展，正在替换他们的峰值发电厂。电池存储正在积极地发挥作用，协助纽约市退役他们的峰值发电厂。根据一份新的报告，他们大约有三分之二的发电厂已经退役或者制定了用更清洁的技术替换涡轮机的计划。

Nissan just said it's planning to cut 6% of its US production in the first quarter or about 10.2,000 vehicles in response to their days of supply being at 106 days, more than 50% higher than the national average of 70 days for comparison Tesla sits at 16 days. Nissan dealers said cutting production does not solve their profitability problem. Nissan told dealers nearly a third of the US retail network operated in the red late last year. Nissan dealer Chairman said we need a plan that increases sales volume. We need to sell more cars, not less.

日产刚刚表示计划在第一季度削减美国生产6%，大约约10.2万辆车，以应对其库存供应持续高于国家平均水平的问题。目前日产库存供应已达到106天，高于全国平均的70天，而特斯拉仅有16天。然而，日产经销商表示削减生产并不能解决他们的盈利问题。日产告诉经销商，去年年末有近三分之一的美国零售网络处于亏损状态。日产经销商主席称我们需要一个能增加销售量的计划。我们需要卖更多的车，而不是卖得更少。

Riyadh, the capital of Saudi Arabia, is now facing the reality that turning its location into an EV production hub is more challenging than they may have thought. As of December last year, the kingdom's only auto factory opened September 2023 had reassembled only 800 vehicles based on supply from Arizona from, you guessed it, Lucid. For Saudi Arabia, one of their biggest challenges is establishing a local supply base because right now there's no significant local industry to provide the supply. For now, Lucid's factory in Saudi Arabia is still only reassembling cars previously put together and quality testing these vehicles from the Arizona site. The main reason for Lucid doing this, to access lucrative Saudi incentives for localization. However, this could hamper the expansion of local manufacturing as the country would continue to import foreign-made cars. The public investment fund owns 60% of Lucid and has invested at least $5.4 billion into the company as of August last year. So far, things are not going well for Saudi or Lucid's EV production ambitions.

沙特阿拉伯首都利雅得现在面临一个现实，那就是将其地理位置变成电动汽车生产中心比他们想象的更具挑战性。截至去年12月，该王国唯一的汽车工厂在2023年9月开业，仅重新装配了800辆汽车，而供应来自亚利桑那的，没错，是Lucid的汽车。对于沙特阿拉伯来说，他们最大的挑战之一是建立本地供应基地，因为目前还没有重要的本地工业来提供供应。目前，Lucid在沙特阿拉伯的工厂仍然只是重新装配此前在亚利桑那的工厂生产的汽车，并对这些车辆进行质量测试。Lucid这么做的主要原因是为了获得沙特丰厚的本地化奖励。然而，这可能会阻碍本地制造业的扩张，因为该国将继续进口外国制造的汽车。公共投资基金拥有Lucid 60%的股权，并至少在去年8月已向该公司投资了54亿美元。到目前为止，沙特和Lucid的电动汽车生产雄心壮志并没有进展顺利。

Polestar CEO said the end of 2023 was a particularly tough situation where the competition has gone to discounts at a level which we just simply said no to. He did say he still believes Hertz is going to buy 65,000 Polestars over 5 years as originally planned. Polestar is also replacing their heads of sales and finance.

Polestar首席执行官表示，2023年年底是一个特别困难的情况，竞争对手的折扣幅度已经超出我们能够接受的范围。他确实表示，他仍然相信赫兹公司会按照最初的计划，在5年内购买6.5万辆Polestar。Polestar还在更换销售和财务负责人。

The word on the street is that this year GM will unveil the Cadillac Lyric V-Series A Performance variant.

街头传闻称，通用汽车今年将发布凯迪拉克Lyric V系列A型Performance版。

Here is Tesla's company compiled consensus. Go ahead and take a screenshot. Zoom in if you'd like to see anything in detail. Some of you have asked me to do more spreadsheet analysis like Rob used to do for Tesla earnings and I think he's still going to do at least for some time. There is a reason however I don't. I personally want to be the voice that de-emphasizes the quarterly results. In the background, I'll still be going through everything in painstaking detail as usual and I'll pass anything along if I think it's worthy. But to do projections and everything that goes with it, I personally just don't find it a valuable use of my time having followed Tesla so closely now for so long. Plus there's other people like James Stevenson that still do it and do it incredibly well.

这是特斯拉公司编制的共识报告。请随意截图，如果您想详细查看，请放大。你们中的一些人曾经要求我做更多的电子表格分析，就像罗伯曾经为特斯拉的盈利报告所做的那样，我认为他至少还会继续一段时间。然而，我不再这样做是有原因的。我个人希望成为减弱季度业绩影响的声音。在背后，我仍会像往常一样详细地审查所有内容，如果我认为有价值的话会将相关信息传递给大家。但是，对于做出预测和相关工作，我个人认为这并不是我时间的有价值的用途，因为我已经如此密切地关注特斯拉很长时间了。另外，像詹姆斯·斯蒂文森这样的其他人也在继续并且做得非常出色。

My de-emphasizing quarterly earnings disclaimer aside, here's what I would really be focusing on to keep things simple. Wall Street will be watching AutoGross margins X credits, the Wall Street expectation number 16.7%. For context, in Q3, this number for Tesla was 16.3%. Wall Street will be closely watching any guidance from Tesla when it comes to production and 2024 deliveries. Wall Street is expecting 2.187 million deliveries, which implies 21% year over year growth. Tesla's company compiled consensus estimate a little lower, 2.16 1 million, implying 19.5% year over year growth. Then we have what Tesla has said is their focus, operating margin. For this number, Wall Street is expecting 8.3%. For Tesla, it was 7.6% in quarter 3, 9.6% Q2, 11.4% Q1, and 16% back in Q4 2022.

在我放下强调季度收益的免责声明之后，我真正关注的是让事情变得简单。华尔街将关注特斯拉的毛利率乘以计算值，华尔街的预期数字为16.7%。需要说明的是，特斯拉在第三季度的这个数字为16.3%。华尔街将密切关注特斯拉在生产和2024年交付方面的任何指导意见。华尔街预计交付量将达到218.7万辆，这意味着年度增长率为21%。特斯拉公司整合的共识估计稍低，为216.1万辆，意味着年度增长率为19.5%。然后我们有特斯拉所说的他们的关注重点，运营利润率。对于这个数字，华尔街预期为8.3%。对于特斯拉来说，第三季度为7.6%，第二季度为9.6%，第一季度为11.4%，2019年第四季度为16%。

Per the usual, no video from me tomorrow on Wednesday for earnings day, I'd just like to take it all in, and then I'll recap with the most important things and anything people may be missing on Thursday.

按照惯例，明天周三我不会发布任何有关收益的视频。我希望全身心地参与其中，然后在周四回顾最重要的事情以及可能被人们忽视的内容。

Tesla stock closed the day at $209.14 per share and the NASDAQ finished the day up 0.43%.

特斯拉的股票以209.14美元每股收盘，纳斯达克指数收盘涨了0.43%。

It was an average volume day for Tesla, trading about 2.5 million shares lower than the average 30 day volume.

对于特斯拉来说，这是一个平均交易量的日子，交易量比过去30天的平均交易量低了大约250万股左右。

Don't forget check out Fantic linked below, I genuinely believe if you drive a vehicle you should have these products in your car, we love them, my family loves them, the discount is below.

不要忘记点击下方链接查看Fantic产品，我真诚地相信如果你开车，你应该在车上配备这些产品，我们喜欢它们，我的家人也喜欢它们，折扣信息在下方。

Hope you guys have a wonderful day, enjoy the day tomorrow, you can find me on X linked below, please like the video if you did, and a huge thank you to all of my Patreon supporters.

希望你们度过愉快的一天，享受明天的日子。你们可以在下方链接找到我，请如果你们喜欢这个视频的话，点个赞，同时也要特别感谢所有支持我Patreon的人。