Is Farley Right About Tesla? / Giga Mexico Construction / More UAW Strikes ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. Quick shout out to my newest patrons, MP, CB, and Timothy G. Thank you for choosing to support the channel. I'm not the creator of this, but I did see it going around today. There's a petition on change.org for NHTSA to stop calling OTA software updates. Recalls. Personally, I'd be fully on board with this simple differentiation that is suggested in this petition that NHTSA differentiates between a hardware recall and a software update. Disclosure. I have already signed the petition. It will be linked in the description below if you're interested, and I'll remind you at the end of the video.

欢迎来到《Electrified》，我是你的主持人Dylan Loomis。特别向我的最新赞助人MP、CB和Timothy G致以问候，感谢你们选择支持这个频道。我不是这个请求的发起者，但今天我看到了相关内容。在change.org上有一份请愿书，呼吁NHTSA停止将OTA软件更新称为召回。就个人而言，我完全赞同这份请愿书建议的简单区分，即NHTSA区分硬件召回和软件更新。声明：我已经签署了这份请愿书。如果你有兴趣，链接将在下方描述中提供，视频结束时我也会提醒你。

Luca Greco, who follows the giga press space very closely, is saying that based on info he's gathered at legacy OEMs, will start using gigacastings in their vehicles, sometime toward the end of 2025 into 2026. Those names include Volvo, Toyota, Hyundai, an undisclosed company he speculates is Ford, and another he cannot name. What I'm optimistically hoping for with this transition is that more of these OEMs actually have EV dedicated production lines and factories rather than everybody trying to do this modular platform where yes, they can build EDs, but they can just as easily build an ICE vehicle on that same line.

卢卡·格雷科非常关注巨型压铸领域，他表示根据他在传统汽车制造商处获得的信息，一些汽车制造商将在2025年底至2026年间开始在他们的车辆中使用巨型压铸件。这些公司包括沃尔沃、丰田、现代以及他推测可能是福特的一家未公开公司，以及另一家他无法透露的公司。我对这一转变持乐观态度，希望更多的汽车制造商真正拥有电动汽车专用的生产线和工厂，而不是每个人都试图采用模块化平台，在同一条生产线上既可以生产电动汽车，也可以轻松地生产燃油车。

As I've always said, planning to use these, buying them, setting them up is one thing, but then figuring out the actual material or the alloy to inject to actually create the mold is an entirely separate thing. The Tesla and SpaceX material science collab over the years is a huge benefit to Tesla that other OEMs just don't have. We have Wes on X, a Cybertruck lead engineer chiming in on the Cybertruck Rust situation saying, Stainless is reactive and free iron that sits on it will rust. Its surface contamination only and can be cleaned off easily, barkeeper's friend works well, and if anything is stubborn, use a blue non-scratch Scotch bright pad as it won't leave any marks on the metal.

我一直说，计划使用这些，购买它们，设置它们是一回事，但找出实际材料或合金来注入以实际创建模具是完全不同的。特斯拉和SpaceX多年来在材料科学领域的合作对特斯拉是巨大的好处，其他原始设备制造商就没有。我们有特斯拉的一位工程师Wes在参与Cybertruck生锈情况时表示，不锈钢是会反应的，上面留着的游离铁会生锈。这只是表面污染，可以轻松清洁，barkeeper's friend很有效，如果有顽固的东西，可以使用蓝色无划痕的 Scotch bright 垫，因为它不会在金属上留下任何痕迹。

As we talked about earlier this week, these little spots customers have been concerned about, most likely just from real dust or free iron, surface level only, not really actual rust. Ordinarily I wouldn't check in on one month for one country, but I have been curious to see what's going on over in Germany for Tesla, so for January this year for full electric vehicles whether imported or domestically made, Tesla the number 1 BEV brand. 3.1000 registrations compared to Mercedes in second with 2.3000. I know some of you guys live in Germany so if any of you know why Tesla is still listed as an imported brand, despite most of their German sales coming from Gigabrelin, please let us know.

正如本周早些时候我们所讨论的，顾客们一直关注的这些小点，很可能只是真实灰尘或游离铁，仅限于表面，实际上并不是真正的锈蚀。通常我不会每个月为一个国家进行跟踪，但我一直很好奇德国的特斯拉是怎么样的，所以对于今年一月全电动车辆，不管是进口还是国产，特斯拉是第一的BEV品牌。有31000辆注册车辆，排名第二的梅赛德斯有23000辆。我知道你们中有些人住在德国，所以如果你们中有人知道为什么特斯拉仍然被列为进口品牌，尽管他们的大部分德国销售来自吉格布伦，请告诉我们。

Another market we know to keep an eye on for Tesla has been Japan and Tesla Asia posted on X, Cybertruck ignites Tokyo with its first appearance in Japan. Speaking of Japan, according to the most two recent quarters of GDP data, it's now officially entered a recession if you go by that definition of the term. Those figures will still be revised so subject to change, but Japan's cabinet office has also indicated the country lost its position as the world's third largest economy to Germany.

我们知道还有一个市场值得关注，那就是日本。特斯拉亚洲在X日发布了，Cybertruck在日本首次亮相，点燃了东京的激情。说到日本，根据最近两个季度的GDP数据，现在已经正式进入衰退，如果按照这个术语的定义。这些数据仍将被修订，因此可能会有变化，但日本内阁办公室也表示，该国已经失去了作为世界第三大经济体的地位，屈居于德国之后。

Heinrich Zane gave us a quick updated look at the progress for the Tesla semi-factory at Giganuevada. Right now they're really just grading the land, maybe doing something with draining, which you're looking at on screen right now. I'm not sure Tesla still thinks they're on track, but the last we heard was a volume semi-production toward the end of this year, so hopefully we see some great progress throughout the course of the next few months. Farley's interesting comments continue this time around saying to forget about Tesla and focus on Ford Pro. Specifically he was urging Wall Street to forget about Tesla and FSD and told investors instead they should be focusing on Ford Pro's fleet business.

Heinrich Zane给我们快速更新了吉格纳瓦达特斯拉半挂车工厂的进展。目前他们主要是在对土地进行评估，可能正在进行排水工作，你现在看到的是在屏幕上。我不确定特斯拉是否仍然认为他们进展顺利，但我们上次听到的消息是年底前要实现半挂车的大量生产，所以希望在接下来的几个月中看到一些巨大的进展。法雷的有趣评论继续说要忘记特斯拉，关注福特Pro。他特别敦促华尔街忘记特斯拉和FSD，而是告诉投资者应该专注于福特Pro的车队业务。

He said quote, If you're looking for the future of the automotive industry, stop looking at FSD and Tesla, look at Ford Pro. It's got a half a million subscribers with 50% gross margin. Jumping quickly to Ford's financials, you'll see for the full year 2023, Ford Pro did bring in $7.2 billion in terms of EBIT, and that was at an EBIT margin of 12.4%. Now if you're not super familiar with EBIT, a lot of people mistakenly say it's the same thing as operating income. While it is indeed close, there often are some differences. Simply put, EBIT earnings before interest in taxes will include non-operating income, which can sometimes make the EBIT figure actually higher than operating income. One example, interest income is a line item that could inflate a company's EBIT income relative to its operating income because that line item does not have to do with the core operations of the business. Ford said it expects revenue for telematics and other non-traditional subscription services to increase to $2,000 per vehicle annually, or $167 a month for Ford Pro in the years ahead. Farley said 20% of Pro's overall revenue is expected to come from such services by 2026. Ford Pro is kind of confusing for people to understand because it's not just one thing, it's really the overarching umbrella for operating Ford's fleet or commercial business.

他说，如果你想了解汽车行业的未来，不要只关注全自动驾驶和特斯拉，要看看福特Pro。它有50%的毛利率，拥有50万订阅用户。快速查看福特的财务状况，你会发现在2023年整年，福特Pro在EBIT方面带来了72亿美元的收入，EBIT利润率为12.4%。现在如果你对EBIT不是很熟悉，很多人错误地认为它与营业收入是一样的。虽然它们确实相近，但通常会有一些差异。简单来说，EBIT即利息和税前收益将包括非营业收入，这有时会导致EBIT数字实际上比营业收入高。一个例子是，利息收入是一项可能会使公司的EBIT收入相对于营业收入膨胀的内容，因为这一项与企业的核心运营无关。 福特表示，预计远程监控和其他非传统订阅服务的收入将在未来几年增加到每辆车每年2000美元，或每月167美元的费用，用于福特Pro。法利表示，到2026年，Pro全年收入的20%预计将来自这些服务。福特Pro对人们来说有点难以理解，因为它不仅仅是一个东西，它实际上是管理福特的车队或商用业务的总体框架。

But under that umbrella, you have many different aspects of Ford Pro like software, service, charging, financing, actual vehicle hardware. I think it's worth taking a minute or two to try to explain Ford Pro in a bit of detail to actually find out one, is there any truth to what Farley is saying and then two, if so is there anything that Tesla could learn from what Ford is doing with this Pro business line? I know some of you may be rolling your eyes but don't forget the F-series pickup line has been America's best selling truck for over 46 years and it's not just because of the actual vehicle, it's this ecosystem Ford has built around it. During Ford's most recent earnings, they said Ford Pro is nearly a $60 billion high margin hardware software and physical services business and most of that revenue is reoccurring. Their CFO said I believe Ford Pro is where the industry is going.

但在这个范围内，你有许多Ford Pro的不同方面，比如软件、服务、充电、融资、实际车辆硬件等。我认为值得花一两分钟的时间稍微详细解释一下Ford Pro，以查明一，Farley所说的是否属实，然后二，如果是真的，特斯拉是否可以从福特在这个专业业务线上所做的事情中学到一些东西？我知道你们有些人可能会翻起白眼，但不要忘记F系列皮卡在过去46年中一直是美国最畅销的卡车，这并不仅仅是因为车辆本身，而是福特围绕它建立起来的生态系统。在福特最近的收益报告中，他们表示Ford Pro几乎是一个高毛利的硬件、软件和实体服务业务，收入大部分是可再生的。他们的财务总监说，我相信Ford Pro就是整个行业的未来。

To prove it, in 2023 Ford Pro doubled its EBIT to $7 billion and now we're on track for mid-teen EBIT margins at Pro. Then he said look at North America, we are really dominant. We do very well on state and local government pro sales. These are very profitable and last year state and local governments increased their spending by $75 billion or 16% and a sizable portion of that is in infrastructure and people need super duties and transits. On the commercial side we're dominant in vocations like service construction, utility and government. But our biggest success is in total addressable markets where the market's biggest small and medium sized businesses are tradespeople. Our second biggest moat is upfitters.

为了证明这一点，2023年福特Pro的EBIT增加了一倍，达到70亿美元，现在我们正在努力实现Pro的中等毛利率。然后他说看看北美，我们真的很强大。我们在州和地方政府项目销售方面表现非常好。这些项目非常有利可图，去年州和地方政府的支出增加了750亿美元，增长了16％，其中相当大一部分是在基础设施领域，人们需要超重卡车和中巴车。在商业领域，我们在服务、建筑、公用事业和政府等领域占据主导地位。但我们最大的成功在于市场容量最大的中小型企业和技术工人的市场。我们的第二大竞争优势是车辆改装企业。

Every one of our landscapers, plumbers, electricians, they all upfit their transits and super duties and rangers specific to their vocation. We've now already developed a digital upfit integration system and we share engineering specs with all of those upfitters. We've been working with them for decades and they really trust Ford. They're even able to move their upfit equipment from old Ford's to new ones. So just a few final thoughts. One, I do think it's a bit of an odd comparison looking at Ford Pro and FSD. They're really two entirely different things. The only similarity is that they both include an aspect of a software paid feature.

我们所有的园艺师、水暖工和电工，都根据自己的职业需求定制他们的Transit、Super Duty和Ranger车辆。我们已经开发了数字化定制集成系统，并与所有这些定制商分享工程规格。我们与他们合作已有几十年了，他们真的信任福特公司。他们甚至能够将定制的设备从旧福特车辆移动到新车辆上。总的来说，我认为将福特Pro和FSD进行比较有点奇怪。它们实际上是两个完全不同的东西。唯一的相似之处就是它们都涉及软件付费功能的一部分。

As for there being any truth to what Farley is saying about Ford Pro, maybe there's some but the problem is most of those Ford Pro profits are just being siphoned off into their electric vehicle spending where they're losing about $5 billion per year. And the one area where I think Tesla may be able to learn something from Ford Pro is when it comes to the tradespeople. All of those small businesses that currently have been trusting Ford now for decades. If Tesla can one prove that the Cybertruck is capable just from a truck perspective which I'm pretty confident they will step to would be driving the price down and then step three would be offering a more robust software ecosystem with more fleet management software. I will say for the next few years Tesla probably does not need to tap into the trades market. They're going to have enough demand and limited supply as it is. But for the long term I think this is an area where Tesla can improve.

关于法利所说的福特Pro是否属实，可能有一些道理，但问题是大部分那些福特Pro的利润都被抽取到了电动车的支出中，每年他们亏损大约50亿美元。我认为特斯拉可能可以从福特Pro的技工那里学到一些东西。所有这些小企业现在几十年来一直在信任福特。如果特斯拉可以证明Cybertruck从一辆卡车的角度是否可靠，我非常有信心他们会做到，第二步将是降低价格，第三步将是提供更强大的软件生态系统，更多的车队管理软件。我想说在未来的几年里，特斯拉可能不需要进入技工市场。他们的需求已经足够大且供应有限。但长期来看，我认为这是特斯拉可以改进的领域。

Farley said while EV demand is slower than expected for consumers, fleet customers are actually adopting all electric vehicles faster than the company had anticipated. Soon, Tesla will launch another train headed to Gigabrelin. It's going to start operations on April 1st. It'll depart early in the morning to transport workers for the morning shift. This new connection was ordered and funded by Tesla and they explain that this new offering will also be available for free use to all other travelers. This train will be additional to the one that already runs to Gigabrelin.

Farley表示，尽管消费者对电动汽车的需求比预期的要慢，但车队客户实际上比公司预期的更快地采用了全电动汽车。很快，特斯拉将推出另一列火车开往Gigabrelin。它将于4月1日开始运营。它将在清晨出发，用于运送早班工人。这个新的连接是特斯拉订购和资助的，他们解释说这项新的服务也将免费提供给所有其他旅行者使用。这列火车将是已经开通往Gigabrelin的那一列火车的补充。

Some Japanese players have shifted into crisis mode as they confront cutting edge technology and cutthroat competition from China, Silicon Valley and beyond. The Japan Automobile Manufacturers Association, a lobby is recommending a 2024 plan of action for its members, which include names like Toyota, Honda, Nissan, Mazda, Subaru and Mitsubishi. It also plans to make policy proposals it wants Japan's government to act upon in June. Crisis mode in the Japanese auto sector which employs 8.5 million people if you include commercial transportation is clearly something to note. They've identified seven areas for improvement and they're going to focus on coordinated cross-industry efforts. Leading the tea leaves you know things are dire when for decades these companies have been competitors and now they may be collaborating together. They'll focus on electrification, software-defined vehicles and better energy management.

一些日本玩家已经转入危机模式，因为他们面临来自中国、硅谷以及其他地方尖端技术和激烈竞争的挑战。日本汽车制造商协会，一个游说团体，正在建议其成员（包括丰田、本田、日产、马自达、斯巴鲁和三菱等公司）制定2024年的行动计划。它还计划在六月提出政策建议，希望日本政府能够采取行动。如果包括商业运输的话，日本汽车行业雇佣了850万人，危机模式显然值得注意。他们已经确定了七个改进领域，并打算专注于协调跨行业共同努力。在茶叶叶底的领导下，您知道情况严峻的时候，几十年来这些公司一直是竞争对手，现在他们可能会一起合作。他们将专注于电气化、软件定义车辆和更好的能源管理。

This one's long overdue but they're finally going to focus on infrastructure for charging EVs. They'd like to develop batteries and semiconductors locally. They'd like to shore up the supply chains for the resources needed to make those batteries and semiconductors. They want to promote trade and fun fact in 2022 Japan exported 3.8 million cars, trucks and buses, almost half of all the vehicles it produced. They want to pivot to renewable resources and they want to collaborate on data and parts tracing again focusing on these cross-industry cooperation.

这个计划已经拖延了很久，但他们终于要开始专注于为电动汽车充电的基础设施。他们希望在当地开发电池和半导体技术。他们想要加强生产这些电池和半导体所需资源的供应链。他们希望促进贸易，有趣的是，在2022年，日本出口了380万辆汽车、卡车和公共汽车，几乎占其生产的一半。他们希望转向可再生资源，并希望在数据和零部件追溯方面进行合作，再次专注于跨行业合作。

Tesla Japan did post some b-roll of the cyber truck over in the country and this should help kickstart some of Tesla's advertising locally in the area to drum up some interest in the brand. There were some updates to Tesla's referral program for a short time you had the option to redeem 30,000 credits to then get your cyber truck within 45 days of redemption but that's already sold out. Good news though, this one may be back in the future. Factory tours at both Gigatexus and Fremont are available for 10,000 credits. Until March 1st if you refer a demo drive you'll get 1000 credits instead of 100 before. Then there's new sweepstakes for 1000 credits to win a foundation series cyber truck. And yes, somebody did already win the first one. The referral program is also now live in Thailand.

特斯拉日本在该国发布了一些Cybertruck的B-roll视频，这应该有助于在当地推动一些特斯拉品牌的广告，激起对品牌的兴趣。特斯拉的推荐计划更新了一些内容，短时间内你可以选择兑换30,000积分，然后在兑换后的45天内得到你的Cybertruck，但已经售罄。好消息是，这个机会可能会在未来重新出现。在Gigatexus和弗里蒙特的工厂参观可用10,000积分兑换。直到3月1日，如果你推荐进行试驾，你将获得1000积分，而不是以前的100积分。接着是一个新的抽奖活动，可以获得1000积分，赢得一辆基础系列的Cybertruck。是的，有人已经赢得了第一辆Cybertruck。此外，推荐计划现在也在泰国推出。

Elon posted about Powerwall 3 saying what matters most is that it can handle peak power of around 30 kilowatts which is enough to handle dryers and air conditioners. This means that a single power wall is now enough for most homes. Tesla dropped an interesting product, the dog mode that used to just be on the screen is now available as an actual product also in a miniature mode. Both of which are already out of stock. Lady Gaga was seen getting into a cyber truck that is presumably hers just with a driver and just as we predicted the cyber truck is already acting as that halo vehicle for the Tesla brand. I'm confident the cyber truck will continue to be a vehicle that entertainers, celebrities and people with influence are drawn to if for no other reason than the novelty of it.

伊隆发布了关于Powerwall 3的帖子，表示最重要的是它可以处理大约30千瓦的峰值功率，足以应对烘干机和空调。这意味着现在一台Powerwall就足够满足大多数家庭的需求了。特斯拉推出了一个有趣的产品，狗模式，以前只在屏幕上显示，现在也以迷你模式的实体产品形式上市。这两款产品目前已经售罄。有人看到Lady Gaga正在一辆看似是她自己的赛博卡车上上车，只有一位司机陪同，正如我们预测的，赛博卡车已经成为特斯拉品牌的标志性车型。我相信赛博卡车将继续吸引娱乐人士、名人和有影响力的人士，至少有其新奇之处。

Mercedes Ben spokesperson just said our long term strategy is to go all electric in the future where market conditions allow in the short term will leverage the strength of our top end vehicle portfolio and balance the short term with tactical flexibility on ice, EV and plug in to maximize growth opportunity and local market demands. That updated statement came after a meeting where Mercedes said they were shifting their focus to lower priced cars to drive sales. According to a dealer at the meeting last year was about profitability, this year is about sales growth. The plan is to increase the supply of gasoline and hybrid cars relying on the C and E class along with the equivalent GLC and GLE to be their bread and butter. Mercedes told dealers at the meeting no fewer than 25 new and updated models would go on sale in 2024. One dealer representative said I'd rather have entry level vehicles with a turn rate of less than 30 days that I can make a small profit on than carry a $100,000 EV for a half a year and lose money on. My first question is how low do they want those prices to go? And to long term could the brand take a slight hit losing some of that upper echelon luster.

梅赛德斯-奔驰发言人刚刚表示，我们的长期战略是在未来完全转向电动汽车，同时会利用我们顶级车型组合的优势，在短期内会根据市场情况调整，在冰雪地区、电动汽车和插电混合车型方面保持战术灵活性，以最大化增长机会和满足当地市场需求。这一更新的声明是在一个会议上发表的，梅赛德斯表示他们正在将注意力转向价格更低的汽车来推动销售。据会议上的一位经销商说，去年是关于盈利，今年是关于销售增长。计划是增加汽油和混合动力车辆的供应，依靠C和E级车型以及相应的GLC和GLE车型成为主力产品。梅赛德斯告诉经销商会议上，2024年将有不少于25款新款和更新的车型上市销售。一位经销商代表表示，我宁愿拥有周转率低于30天的入门级车辆，可以在其上获得小额利润，也不愿携带一辆价值10万美元的电动车半年并亏损。我的第一个问题是他们希望价格降到多低？从长远来看，品牌会不会因为失去一些上层品牌光芒而受到轻微影响。

As expected after China's export ban of some graphite material we now have a lot of activity taking place in the space. Over the past few days, three companies have struck major deals including GM, SKON, whose customers are Ford, Hyundai and VW and Panasonic all entering into new agreements. This stuff matters because 95% of all EV battery anodes are made from graphite. Further, China controls about 90% of the global anode production capacity and converts about 90% of the world's graphite into anode material. In 2022 China produced about 65% of the world's graphite. In the graphite world keep in mind you have natural graphite and synthetic graphite. Typically, the synthetic actually performs a bit better in EV batteries because when it comes to the natural graphite it's removed from the ground. Oftentimes it has certain impurities that result in poorer performance. As with most things in life though there are trade offs as that natural graphite is actually easier to process. It has a lower carbon footprint and it's often times cheaper to process. And for some context, according to S&P Global, today about 77% of the graphite used in EV batteries comes from synthetic sources. It sounds like the CEO of Stellantis is not going to let the company under any circumstances buy EV credits. This at least in part because during the FCA era they were often times buying credits from Tesla which proved to be a profitable business for Tesla.

如预期的那样，在中国对一些石墨材料出口禁令之后，我们现在在这个领域看到了许多活动。在过去的几天里，包括通用汽车、SKON（其客户包括福特、现代和大众）以及松下在内的三家公司达成了重要协议。这很重要，因为95%的电动车电池阳极是由石墨制成的。此外，中国控制着约90%的全球阳极生产能力，并将约90%的全球石墨转化为阳极材料。在2022年，中国生产了全球约65%的石墨。在石墨世界中要记住有天然石墨和合成石墨。通常情况下，合成石墨在电动汽车电池中表现稍好一些，因为天然石墨是从地下开采出来的。往往会含有某些杂质，导致性能较差。然而，就像生活中的大多数事情一样，存在着权衡取舍，因为天然石墨实际上更容易加工。它的碳足迹较低，通常加工成本更便宜。为了一些背景信息，根据标普全球数据，如今约77%用于电动汽车电池的石墨来自合成来源。听起来Stellantis的CEO不打算在任何情况下购买电动车积分。这至少部分原因是在FCA时代，他们经常从特斯拉购买积分，这对特斯拉证明是一个有利可图的业务。

The Dodge Ram CEO said it's not even a topic of discussion. We don't buy credits, we're not buying credits, we're not going to do that. Then here's a downside of sorts. Remember what I said earlier, Stellantis with the STLA large platform that will make EVs will also have the ability to support traditional gasoline models. So Stellantis's plan is to use the same platform to build EVs or ICE vehicles or hybrids, whatever they need to do to actually hit these emissions targets. They'll flex between those technologies within one platform, one manufacturing footprint, one supplier base, depending on whichever way the regulations go. Look, that might be a way to avoid buying regulatory credits but if I've learned anything from Tesla it's that it's probably not the best way to build the best electric vehicle you can build from a first principle standpoint. UAW Strike Talk is back on the table next Friday, February 23rd, 9,000 workers at Ford's plant in Kentucky could go on strike. Workers at the plant are now 5 months past the deadline for a local contract and these local deals are in addition to the national contract. UAW said the core issues in these negotiations is related to health and safety in the plant. The UAW said it has 19 unresolved local agreements across Ford as well as several with GM and Stellantis. That Kentucky truck plant for Ford is its most profitable plant and generates about $25 billion in annual revenue.

道奇Ram的首席执行官表示，讨论这个问题根本不是话题。我们不购买积分，也不会购买积分，不会这么做。但是这也有一些负面影响。记住我之前说的，斯泰兰蒂斯将推出用于制造电动汽车的STLA大平台，还将具备支持传统汽油车型的能力。因此，斯泰兰蒂斯的计划是使用同一平台制造电动汽车、燃油车型或混合动力车型，以实际达到这些排放目标。他们将在一个平台、一个生产基地、一个供应商群之间灵活运用各种技术，根据法规的发展方向进行调整。看，这也许是避免购买配额的一种方式，但如果我从特斯拉那里学到了什么，那就是这可能并不是从第一原则出发制造最优秀电动汽车的最佳方式。美国汽车工人联合会(UAW)的罢工讨论重新提上议程，下周五，2月23日，肯塔基福特工厂的9,000名工人可能会举行罢工。该工厂的工人现在已经超过了地方合同的截止日期5个月，而这些地方协议是在全国协议之外的。UAW表示，这些谈判中的核心问题与工厂的健康与安全有关。UAW称，在福特以及通用汽车和斯泰兰蒂斯集团，还有19个未解决的本地协议。对于福特来说，肯塔基的卡车工厂是最赚钱的工厂，每年创造大约250亿美元的收入。

Last night Sean Fain had some pretty aggressive words for Ford and its leadership saying this contract was a major victory for working families across this country. If Ford is upset about that, that tells you a lot about the leadership of this company. Being continued, maybe Ford doesn't need to move factories to find the cheapest labor on earth, maybe it needs to recommit to American workers and find a CEO who's interested in the future of this country's auto industry. We're moving forward raising the standards across the industry from the big three to the non-union companies. We encourage Ford to stay focused on building the best auto industry in the world and not on an endless race to the bottom. I don't know the details of the negotiations and I of course support fighting for the American worker but the problem is if you fight too hard in this situation, there's not going to be any jobs to fight for. Every executive in the industry outside of those that Polestar honestly have said how important it is to focus on cutting costs and dropping prices when it comes to succeeding with EVs. Honestly, is it fair to put the burden of rebuilding the American manufacturing auto industry squarely on Ford? I don't think that it is because as a public company, Ford has a duty to its shareholders to maximize profits and to do that they have to make their vehicles in regions where it's cost effective.

昨晚肖恩·费恩对福特及其领导层发表了一些非常激烈的言论，称这份合同是这个国家各地工薪家庭的重大胜利。如果福特对此感到不悦，那说明了该公司的领导层有很多问题。或许福特不需要把工厂移至地球上最廉价的劳动力地区，也许它需要重新承诺对美国工人，并找到一个对该国汽车行业未来感兴趣的CEO。我们正在不断提高整个行业的标准，从三大汽车巨头到非工会公司。我们鼓励福特专注于建设世界上最好的汽车工业，而不是陷入永远的恶性竞争。我不清楚谈判的细节，当然支持为美国工人而战，但问题是，在这种情况下如果斗争过于激烈，可能就没有工作可以争取了。除了Polestar以外的行业高管都说要成功发展电动车，就必须专注于降低成本和降低价格。坦率地说，把重建美国制造汽车业的责任完全放在福特身上公平吗？我认为不是，因为作为一家上市公司，福特有责任向股东最大化利润，为了做到这一点，他们必须在成本有效的地区生产汽车。

The walls continue to cave in at Cruise now we have the head of hardware saying that he's resigned from the company. He was the senior VP for Autonomous Vehicle Platforms leaving after six years with the company. The co-president of Cruise said the Autonomous Vehicles Platform team was critical to Cruise's efforts to return its vehicles back to the road as soon as possible. Gary Barra is making more promises saying that 2024 will be the year of execution. She said we've got to demonstrate we can build all team based products and the market wants them and we can achieve our profitability goals. Even though we've said by 2035 our light duty portfolio will be all EV will be guided by the consumer. She said we'll have much better pricing and this year we're going to have the blazer and the equinox that get into that range of where the biggest affordability is and the charging infrastructure will be better.

在Cruise，墙壁继续崩塌，现在我们有硬件部门负责人称已经辞职。他曾是自动驾驶车辆平台的高级副总裁，在公司工作了六年后离开。Cruise的联席总裁表示，自动驾驶车辆平台团队对Cruise尽快将车辆重新上路至关重要。Gary Barra做出更多承诺，表示2024年将是执行的一年。她表示我们必须证明我们能够开发所有基于团队的产品，市场需要这些产品，我们可以实现盈利目标。尽管我们曾表示到2035年我们的轻型车产品组合将全部是电动汽车，但我们将受消费者的影响。她表示我们将有更好的定价，今年我们将推出探路者和远景车型，这些车型的价格将符合最大众化的水平，充电基础设施也将更加完善。

GM is still intending to relaunch Cruise in a single city and they said in the pretty near future I think we'll be signaling where we're going to deploy yet this year. Meanwhile GM's president has said that Cruise could return to the road in the next one to two years but a spokesperson clarified that he was specifically referring to the Cruise Origin vehicles that are not going to be built in 2024. The Cruise relaunch in one city with the Bolt EVs is going to be with supervised driving. Mary said and this is going to be a really I think high performance year for GM. There's been plenty of speculation with this one as we have Farley and Mary Barra saying they're open to cooperation to try to compete with the Chinese. Mary said if there's ways we can partner with others especially on technology that's not consumer facing and be more efficient with R&D as well as capital we're all in. Oh I bet you are Mary.

通用汽车仍然打算在一个城市重新推出Cruise，并且他们表示，在不久的将来，我认为我们将会公布今年我们将在哪个城市部署的消息。与此同时，通用汽车的总裁表示，Cruise可能会在未来一到两年内重新上路，但一位发言人澄清说，他特别指的是到2024年不会建造的Cruise Origin车辆。使用Bolt EVs在一个城市重新推出Cruise将采用有监督的驾驶。玛丽表示，我认为对通用汽车来说今年会是一个高性能的一年。有关这件事情有很多猜测，因为我们有法利和玛丽·巴拉表示他们愿意合作，试图与中国竞争。玛丽说，如果有办法可以与他人合作，尤其是在技术上，这对消费者并不明显，并且可以在研发以及资本方面更加高效，我们都愿意。哦，我敢打赌你是玛丽。

Farley said specifically he wants Ford's next gen more affordable EV to compete with a car like the BYD Seagull. He said we can start having a competitive battery situation. We can go to common cylindrical cells that could add a lot of leverage to our purchasing capability. Maybe we should do this with another OEM. We just saw yesterday a Ford supplier sign that deal with a BYD subsidiary FinDreams for those blade battery cells. Farley said last year 25% of all vehicles sold in Mexico were sourced in China. We've talked about this a few times now but Rivians R2 launch is scheduled for March 7th. They did release this little teaser of the face of the R2. Samuel Garcia the governor of Nuevo Leon who I need to point out has definitely been wrong in the past is now saying that construction of Giga Mexico could start in March. The hype man himself is saying he spoke with Tesla management in Mexico and that they're going to lay the first stone this February at the latest although they later extended that until next month.

法利明确表示，他希望福特下一代更实惠的电动车能够与比亚迪海鸥等车型竞争。他说我们可以开始出现竞争性的电池情况。我们可以使用普通的圆柱形电池，这可以大大增加我们的采购能力。也许我们应该与另一个原始设备制造商合作。我们昨天刚刚看到，福特的一个供应商与比亚迪的子公司FinDreams签署了关于刀片电池的协议。法利去年表示，墨西哥销售的所有汽车中有25%来源于中国。我们已经多次谈论过这个话题，但Rivian的R2车型的发布计划定于3月7日。他们发布了R2车型的前脸的一部分预告。Nuevo Leon州州长萨缪尔·加西亚需要指出，在过去确实犯过错误，但现在表示Giga Mexico的建设可能会在3月开始。这位炒作高手表示他与特斯拉在墨西哥的管理层进行了沟通，并称他们最迟将于2月开始铺第一块基石，尽管后来将这个时间延长到下个月。

Then in an interview he was saying there's already the electrical issue, the water issue, the environment. They've requested an extension of the environmental permit because it seems like the plan is going to be bigger than Tesla thought. He said I asked them for Tesla to come by March at the latest to make a groundbreaking announcement and they didn't say no so I hope that very soon in less than a month Tesla comes now the company is going to do the project. The Wall Street Journal did a piece on Franz much of it was things we already know but they did say this around lunchtime Franz can often be found leading workouts in a parking lot behind the design studio. Sessions that started with a CrossFit trainer years ago have evolved into what some have taken to calling Franz fit. More importantly Franz said Elon remains very involved in the design process something I think most of us have known all along. End of the next gen platform Franz compared it to VW's Beetle or Ford's Model T, a product for the masses, albeit one that feels like it's a continuation of the idea of the future.

然后在一次采访中，他说已经存在电气问题、水问题、环境问题。他们已经要求延长环境许可，因为计划似乎比特斯拉想象的要大。他说我要求他们最迟在三月前来让特斯拉做一个开创性的公告，他们并没有拒绝，所以我希望很快，在不到一个月的时间里特斯拉就会到来，现在公司要做这个项目了。《华尔街日报》对弗兰兹进行了一篇报道，其中大部分是我们已经知道的事情，但他们说弗兰兹经常在设计工作室后面的停车场里领导锻炼。几年前开始由一个CrossFit教练主导的训练已经演变成一些人称之为弗兰茨健身（Franz fit）的方式。更重要的是，弗兰兹表示埃隆仍然在设计过程中非常参与，我认为大多数人一直都知道这一点。在下一代平台结束时，弗兰兹将其比作大众的甲壳虫或者福特的T型车，一种面向大众的产品，尽管它感觉像是未来概念的延续。

Tesla stock closed the week at $199.95 down 0.25% on the day while the Nasdaq was down 0.82%. It was a normal volume day for Tesla stock trading 3 million shares over the average 30 day volume. Don't forget sign that petition linked below if you're interested and if so share it around with everybody you know. Hope you guys have a wonderful and a safe weekend please like the video if you did you can find me on X linked below and a huge thank you to all of my patreon supporters.

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