Tesla Picking India Location / xAI and Tesla / This Should Be Illegal ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my newest patrons, Nick L, Trevor S, and Thomas H. Thank you for choosing to support the channel. On X, CERN had an interesting take when it comes to a ratio for Tesla's production and deliveries each quarter. Every quarter, no matter what the actual numbers are, some level of production each quarter doesn't actually get delivered until the following quarter because of transit times, whether it's truck, train, ship, it could be anywhere from one week to three weeks. If not even longer, if there are sea-based disruptions. So he came up with a way to effectively smooth that out over time and here's the chart that results.

欢迎来到Electrified，我是你的主持人Dylan Loomis，特别感谢我的最新赞助者Nick L，Trevor S和Thomas H。感谢您选择支持该频道。在X时，CERN对特斯拉每季度的生产和交付比例有了有趣的看法。每个季度，无论实际数字如何，每个季度都会有一定数量的生产实际上直到下个季度才交付，因为运输时间的缘故，无论是卡车、火车、船只，这可能需要一周到三周不等时间，甚至更长时间，如果存在海上运输问题。因此，他想出了一种有效地平滑该过程的方法，以下是结果图表。

The math is simple, you would just take 100% of the current quarter deliveries, which in this case for quarter one is 386.8,000. Then you would divide that figure by two combined figures, the first of which is 67% of the current quarter production, and then you add 33% of the prior quarter production. I went ahead and did that math just to double check and that's exactly how you get the 85% delivery to production ratio using this metric. Why this is so important, not only does it give us a new level of context for how this fits into what Tesla has been doing historically for quarterly P&D reports, but it reiterates the point I was making yesterday that we're not really going to have full clarity on how bad quarter one actually was until we get quarter two results.

这个数学很简单，你只需要将当前季度交付量的100%取出来，本季度的数据是386.8万。然后将这个数字除以两个合并的数字，第一个是当前季度产量的67%，然后再加上上一个季度产量的33%。我已经做了这个计算来确认，这就是用这个指标得出85%的交付与产量比率的方式。为什么这么重要，不仅可以让我们进一步了解特斯拉在季度P&D报告中的历史表现，还重申了昨天我所表达的一点，即我们实际上不会完全明确第一季度到底有多糟，直到我们得到第二季度的结果为止。

That's because historically every time this ratio has dipped, meaning deliveries relative to production comes down, the following quarter you see a trend that this ratio typically jumps back up. I'm not at all trying to sugarcoat Tesla's Q1 performance. I'm just saying let's not get super dogmatic about the current state of Tesla until we see how quarter one plays out into quarter two. Some more photos and videos of the Model 3 ludicrous have come out since Tesla held that press event this weekend. I'm guessing that they're going to give these creators maybe one or two weeks to put together their videos, then maybe sometime in the next two weeks that embargo is lifted and we get the official announcement. The truth is it could be any day now.

这是因为在历史上，每当这个比率下降，也就是交付量相对于生产量下降时，接下来的季度通常会看到这个比率再次上升的趋势。我并不是要掩盖特斯拉第一季度的表现。我只是说，让我们在看到第一季度如何过渡到第二季度之前，不要对特斯拉当前的状态过于教条化。自从特斯拉在周末举办那次新闻发布会以来，有关Model 3 Ludicrous的更多照片和视频已经出现。我猜他们可能会给这些创作者一两周的时间来制作他们的视频，然后在接下来的两周内可能解除禁令并发布官方公告。事实是现在可能随时都有可能。

I do think it's at least worth noting some of these vehicles did have Texas manufacturer plates. I'm not at all ready to say I think Tesla is going to manufacture this vehicle in Texas, but I wouldn't completely rule it out either. Here's a decent look at the white bucket seats with the ludicrous badging. Nick Patean on X compared the front fascia of the ludicrous version to the long range and you can see the air intake on either tire. For the tires, it looks like the front will be 235 35 20 and 275 30 20 in the rear. And one more shot from Nick of the updated black bucket seats. Chris Riley shared a video about Tesla hosting over 1000 students at factories across the country for a high school graduate job pathway.

我认为值得注意的是，一些车辆确实有德克萨斯制造商的牌照。我并不完全认为特斯拉会在德克萨斯生产这款车辆，但我也不完全排除这种可能性。这里是白色桶座椅的一个不错的展示，带有疯狂的标志。Nick Patean 在 X 上将疯狂版和长续航版的前部外观进行了比较，你可以看到每个轮胎上的进气口。至于轮胎，前轮看起来将是235 35 20，后轮是275 30 20。还有Nick拍摄的更新后的黑色桶座椅的另一张照片。Chris Riley分享了一段关于特斯拉在全国各地为高中毕业生提供工作机会的视频，吸引了超过1000名学生。

This one we've touched on before the manufacturing development program. It's a great initiative and in my opinion, given the current education system, something that our country desperately needs, the Tesla website says this program is designed to provide graduating high school seniors with the financial resources coursework and experience they need to start a successful manufacturing career at Tesla. As somebody who does social media for a living, I'm going to sound like a hypocrite saying this, but I do desperately believe we need to make manufacturing cool again generation. That was pretty nice.

我们之前已经谈到过这个制造业发展项目。这是一个很棒的倡议，在我看来，鉴于目前的教育体制，这是我们国家迫切需要的东西。特斯拉的网站上说，这个项目旨在为即将毕业的高中毕业生提供他们在特斯拉开启成功制造业生涯所需的财务资源、课程和经验。作为一个以社交媒体为生的人，我会听起来像一个伪君子，但我真的迫切地相信我们需要让制造业再次成为新一代人认为很酷的行业。这听起来很不错。

If you didn't notice, it started slowing down before this car even put on a turn signal or indicated it was trying to get over. Reuters is reporting that Tesla plans to send a team from the US to India by late April to study sites for a proposed two to three billion dollar electric car plant. Tesla will focus on Indian states that have automotive hubs like Maharashtra, Gujarat and to meal in the new last month. We talked about how India finally changed their policy on EV imports and they said effective immediately companies will be allowed to import up to 8000 EVs costing $35,000 or more per year at a lower tax rate of 15 that was down from 70 to 100% before that effectively opened up the door for Tesla to finally test the waters of the Indian market with its higher priced vehicles.

如果你没有注意到，这辆车甚至在打转向灯或者表示要换道之前已经开始减速了。据路透社报道，特斯拉计划在4月底前派遣一支来自美国的团队前往印度，为拟议中的20-30亿美元的电动汽车工厂选址。特斯拉将重点关注像马哈拉施特拉邦、古吉拉特邦和新收购的到期的印度邦这样有汽车中心的邦。我们曾谈论过印度最终改变了他们的电动汽车进口政策，他们表示公司立即被允许以更低的15%税率进口每年至少价值3.5万美元的8000辆电动汽车，而之前这一税率为70-100%，这有效地为特斯拉打开了印度市场的大门，使其能够测试高价车辆在这里的市场潜力。

The word has always been that Tesla plans to make the next gen platform or the more affordable Tesla at this factory that they would build in India. Thus Tesla may be looking for sites for this factory as early as this month. I'm interested to hear your thoughts about this one. Historically, Tesla has not allowed customers to buy out leased vehicles at the end of the lease term. That's because what we've heard Tesla has been planning on stockpiling for this Robotaxy fleet. I'm sure there are other reasons around residual values in Tesla's used car business but simply put Tesla's lease rate was down to 2% for quarter one which is very low. for the Model 3 which currently does not qualify for the tax credits as a new vehicle purchase, if you lease it that's effectively a workaround right on the Tesla website it says includes $7,500 EV lease incentive distributed across the lease term.

有消息称特斯拉计划在印度建厂生产下一代平台或更实惠的特斯拉车型。因此，特斯拉可能会在本月寻找建厂地点。我很想听听你对这件事的想法。历史上，特斯拉并没有允许客户在租赁期满时买断租赁车辆。因为我们听说特斯拉一直在计划为机器出租车队大量储备车辆。我相信特斯拉二手车业务中的剩余价值等原因还有其他方面，但简单来说，特斯拉的租赁率在第一季度下降到2%，这是非常低的。对于目前不符合买新车时的税收优惠的Model 3，如果你租用它，这实际上是一个变通办法。在特斯拉网站上写着包括分布在租赁期间的7500美元EV租赁激励金。

That's part of how Tesla has been offering some of these attractive lease rates. It's the same story for the Model Y so you would think that this would be a nice option for customers to test out owning any V for a few years, get a feel for it without having to commit to buying the vehicle. But I totally agree with Bradford that I think most customers actually want the option to buy the vehicle at the end of the lease especially if you're going to put money down up front which helps to bring the lease rates down. The information has reported that last month Tesla machine learning scientist Ethan Knight became the fourth Tesla engineer to leave Tesla for XAI. At Tesla Knight had overseen the team working on computer vision for Tesla's self driving tech.

这就是特斯拉提供一些吸引人的租赁利率的方式之一。对于Model Y来说也是同样的情况，因此您会认为这对于客户来说是一个很好的选择，可以在几年内拥有任何 V，体验一下而不必立即购买该车。但是我完全同意布拉德福德的观点，我认为大多数客户实际上都希望在租赁结束时有购买车辆的选择，特别是如果您打算提前支付首付款，这有助于降低租金率。据报道，上个月特斯拉机器学习科学家伊桑·奈特成为第四位离开特斯拉加入XAI的特斯拉工程师。在特斯拉，奈特负责监督团队为特斯拉的自动驾驶技术开发计算机视觉技术。

The rest of the article doesn't really say much we didn't already know but they did say XAI boasts 32 technical employees and then lists the four that came from Tesla. Responding to Sawyer sharing this article Elon did add context saying Ethan was going to join OpenAI so it was either XAI or them. They have been aggressively recruiting Tesla engineers with massive compensation offers and have unfortunately been successful in a few cases. Definitely not a reason to panic when Andre Carpathi left Tesla in 2022. Many people thought it was the end of Tesla's AI team and clearly with version 12 that's not the case. But it does touch on two very important updates that I think we need.

这篇文章的其余部分并没有提到我们之前不知道的太多信息，但他们确实提到XAI拥有32名技术员工，然后列出了四名来自特斯拉的员工。回应索耶分享这篇文章，埃隆补充说伊桑将加入OpenAI，所以他要么去XAI，要么去OpenAI。他们一直在积极招聘特斯拉工程师，并提供巨额薪酬，不幸的是在一些情况下他们取得了成功。安德烈·卡帕西的离开特斯拉并不是引起恐慌的理由。许多人曾认为这标志着特斯拉的人工智能团队的终结，但显然通过版本12来看并非如此。但这确实触及了我认为我们需要了解的两个非常重要的更新。

One did Elon have that conversation with Tesla's board of directors about Tesla investing in XAI so Tesla investors can have some skin in the game. And then two we all know Elon wants that 25% stake in Tesla so that the chances of a hostile takeover of the company and hence the AI IP is at least lower giving Elon that amount of control. As it stands now without Elon having his most recent pay plan he only owns about 13% of the company. It was November 22nd of last year when Elon said we'll discuss with Tesla board. As I've said before Wall Street hates uncertainty so until we get clarity on Elon's next compensation plan and getting him to that 25% ownership level so he can feel confident developing AI at Tesla. There's going to be some level of uncertainty that serves as a cap on Tesla stock in the near term.

埃隆与特斯拉董事会就特斯拉投资于XAI进行了讨论，以便特斯拉投资者可以更参与。我们都知道埃隆希望持有特斯拉25％的股份，以降低公司遭受敌意收购的风险，从而控制人工智能知识产权。目前，如果没有埃隆最近的薪酬计划，他仅拥有大约公司13％的股份。去年11月22日，埃隆表示将与特斯拉董事会讨论。如我之前所说，华尔街不喜欢不确定性，因此在我们弄清楚埃隆的下一个补偿计划并将其持股比例提高至25％之前，特斯拉股票短期内都会受到不确定性的制约。

When I was still in the fitness world I kept hearing about this product that was getting a lot of recognition for being the product of the year and it was also dubbed the best meal replacement. As someone who understands these can be effective tools when used properly I wanted to do some research so when people would ask me about it I knew what I was talking about. So I ended up trying Soylent enjoyed it too much honestly and now they sponsor the channel. And in case you've seen the movie Soylent's is plants it's plants not people. This is my favorite right here cafe mocha with just enough caffeine and l-theanine 20 grams of protein no artificial flavors gluten-free vegan a 2.83 potassium to sodium ratio look up why that matters sometime and only one gram of sugar per serving plus a bunch of other vitamins and nutrients as well.

当我还在健身界的时候，我一直听说这款产品得到了很多认可，被评为年度产品，并被誉为最佳餐替代品。作为一个了解的人，知道这些产品在正确使用时可以起到有效作用，我想做一些研究，这样当人们问起我的时候，我知道在说什么。所以我最终尝试了Soylent，实际上我太喜欢它了，现在他们赞助我的频道。而且，如果你看过电影《Soylent的秘密》，Soylent实际上是植物，不是人。这是我的最爱，卡布奇诺风味，含有足够的咖啡因和L-茶氨酸，20克蛋白质，无人工香味，无麸质，纯素食，钾和钠的比例为2.83，为什么这很重要可以找时间查一下，每份只有一克糖，还含有很多其他维生素和营养物质。

I have to say I really just use it as a snack you know to reward myself every now and then for making a disciplined choice or just as a treat. I am not suggesting you start relying on this every day, remember around 90% of what you consume should be whole organic unprocessed food. The first 500 people to use my link below and my code electrified 30 will get 30% off for a subscription, the link is below, enjoy. Holmar said in the future every car will be self-driving and electric as robot cars eat the auto market, Tesla will be the overwhelming benefactor. Elon said we will license the tech to other car companies, we've known that Elon and Tesla have been willing to do this. What really matters, though, is what other companies are actually going to take up Tesla on that offer. Roskerber said it's time for shareholders to assess the blame where do Tesla's board of directors should be replaced immediately with independent directors as required by law, in my opinion, sadly Ross has completely gone off the deep end. But replying to this Elon said he's such an idiot that he can't even tell he's an idiot.

我必须说，我真的只是把它当作小吃，你知道，偶尔奖励自己做出有纪律性的选择，或者只是作为一种享受。我并不是在建议你每天都依赖它，记住你消费的食物中大约90%应该是全天然有机未加工食品。前500名使用我的链接和代码electrified30的人将获得30％的订阅优惠，链接如下，请享用。霍尔马尔说未来每辆汽车都将是自动驾驶和电动的，因为机器人汽车将占据汽车市场，特斯拉将成为最大的受益者。埃隆说我们将授权这项技术给其他汽车公司，我们早就知道埃隆和特斯拉愿意这样做。然而，真正重要的是其他公司是否会真的接受特斯拉的提议。罗斯克伯尔表示现在是股东们来评估责任的时候了，特斯拉的董事会是否应立即被独立董事取代，这是法律所要求的，在我看来，遗憾的是，罗斯完全走火入魔了。但埃隆对此回应说，他很笨蛋，甚至没意识到自己是个笨蛋。

BYD sales dropped by 42% from last quarter, this was a tough quarter for everyone. I have to be honest here I don't love this response from Elon, I'm really not a fan of name-calling, even if it's actually warranted. Plus, even if it was a tough quarter for everyone, all of these comps to other companies ultimately don't make that much sense. For BYD, for example, we're comparing them to quarter four when they had an insanely explosive growth. And not only that but everybody knows quarter one comps compared to quarter four are a fool's errand. I know Elon's human, he has emotions and bad days, and can only take so much nonsense from the same people over and over. But he to whom much is given much is required. Tesla China has announced new incentives for the model three and Model Y. If they're trading in you can get five year interest-free payments. And if you're buying new you can get three year interest-free payments. This right here is a great way to move vehicles in an environment where interest rates are high.

比亚迪上一季度销量下降了42%，这对所有人来说都是一个艰难的季度。老实说，我不喜欢埃隆的这个回应，我真的不喜欢人身攻击，即使有时候是有道理的。而且，即使对于所有人来说这是一个艰难的季度，所有这些与其他公司的比较最终并没有太多意义。以比亚迪为例，我们正在将它们与之前强劲增长的第四季度进行比较。而且，每个人都知道第一季度与第四季度的比较是愚蠢的行为。我知道埃隆也是个人，他有感情和糟糕的日子，而且一遍又一遍地受到同样的人们的无理取闹也只能忍耐那么多。但是，给予很多的人也需要更多的付出。特斯拉中国宣布了对Model 3和Model Y的新激励措施。如果您进行置换，您可以获得为期五年的免息付款。而如果您购买新车，您可以获得为期三年的免息付款。在利率较高的环境下，这正是在提高车辆销量的一个好办法。

The question is is Tesla doing this in partnership with a bank or would they do this via the captive financing if the latter then it makes sense that Tesla will only want to pull this lever in select markets because they don't want too much captive financing risk on the balance sheet so you're also shared this image if you want some more detail but personally I would not get my hopes up that this comes to the United States. Frida Duwan who's a principal at altimeter investment group had an interesting post about FSD and Tesla vs the competition. For now, I would classify this takeaway as a rumor as I was not able to corroborate anything elsewhere online. But she said Waymo rumored to be also pivoting to end now even if they do they're going to struggle with data collection relative to a company like Tesla given its limited fleet size. She also said even when data is stored by third parties like NVIDIA and Mobile i face hurdles using it in real time. Her conclusion as the industry gravitates towards the end to end approach Tesla’s moat actually seems to be widening.

问题是特斯拉是与银行合作还是通过控股融资来做这件事，如果是后者，那么特斯拉只想要在选择的市场中施加影响，因为他们不想在资产负债表上承担太多的控股融资风险，所以如果你想要一些更详细的信息，也分享了这张图片，但是我个人认为不要对这一问题在美国出现抱太大希望。 Altimeter投资集团的负责人弗里达·杜万在FSD和特斯拉与竞争对手之间有一个有趣的帖子。目前，我将这个结论归类为谣传，因为我在其他地方无法证实任何信息。但她说，谣传Waymo也将转向终端，即使他们这样做，他们将面临与像特斯拉这样具有有限车队规模的公司相比数据收集方面的困难。她还说，即使数据由第三方存储，如NVIDIA和Mobile，也会面临使用实时数据的障碍。她的结论是，随着行业向端到端方法靠拢，特斯拉的护城河实际上似乎正在加宽。

Rj syringe posted on x a picture of an r1s rolling off the line saying our 100 000th Rivian, certainly a big milestone; congrats to their team. Next up 1 million Altium just put out a press release yesterday saying that toward the end of March the Altium cells plant in Spring Hill, Tennessee successfully shipped its first battery cells to its customer GM. That's after about two and a half years of a ramp up, and shipments to other GM plants will increase in volume and frequency as the plant commissions additional production lines. For most of last year mary barra was saying that this was a bottleneck for their Altium EV sales, so now that may be lifted to some degree. All eyes will be on GM's EV sales for the remainder of this year. Looking at Ford's q1 press release, they said across gas and hybrid vehicles and increasing preference for hybrid trucks and SUVs help deliver for the best-ever quarterly hybrid sales record. Overall hybrid sales in q1 were up 42 percent on sales of 38.4, 000 vehicles. Ford also said they sold 20.2, 000 EVs in q1 making ford America's second best-selling EV brand behind Tesla. The maki sold 9.6, 000 for the quarter up 77 percent from one year ago and the f150 lightning sold 7.7, 000 up 80 percent both however were obviously coming from very low bases.

RJ注射器在社交媒体上发布了一张R1S从生产线上滚下来的照片，表示我们的第一百万辆Rivian，这确实是一个重要的里程碑；恭喜他们的团队。接下来，Altium公布了一份新闻稿，昨天说在三月底时，Altium在田纳西州斯普林希尔的电池工厂成功地向客户GM发货了第一批电池。经过大约两年半的逐步增长，向其他GM工厂的发货量和频率将随着工厂启动额外的生产线而增加。去年大部分时间里，玛丽·巴拉一直说这是他们Altium电动车销售的瓶颈，所以现在可能会在一定程度上解决。大家将密切关注GM在今年剩下的时间里的电动车销售。看着福特的第一季度新闻稿，他们表示在汽油和混合动力车辆之间，越来越多人偏向混合动力卡车和SUV，帮助实现了有史以来最好的季度混合动力销售纪录。在第一季度，总体混合动力销售以38.4万辆的销售量增加了42%。福特还表示他们在第一季度销售了20.2万辆电动汽车，使福特成为美国第二畅销的电动汽车品牌，仅次于特斯拉。Maki在本季度卖了9.6千辆，比一年前增长了77%，而F150闪电卖了7.7千辆，增长了80%，但显然两者都是基数很低。

Don't forget in quarter one ford has slashed the prices of the maki and they also had the stop sale on the f150 lightning for a number of weeks that's another reason why I'm really not a fan of pulling other companies sales data and then contrasting it with Tesla over the same time periods. It just lacks the actual context of what type of base each company is coming from. I've seen people saying Tesla was down 8 percent year over year but ford is up 77 80 percent year. over year this is definitely an egregious example but the lack of nuance in the conversation is the point i saw soir point this one out it's a ford job posting for a steer by wire electrical engineer all of her camera and who has worked at both crews and voyage had this to say about fsd super impressed by the latest version it drives eerily natural and handled very weird scenarios with no hesitation i've ridden for hundreds of hours in driverless cars and although it's not perfect and i'm a tiny sample this is exciting not april fools all of her was asked do you think tesla is ready for driverless he said it's impossible to say without looking at their takeover data and how many would legit lead to safety critical issues stack failure data i.e. detecting degradation of performance or they're stuck data i.e. how often the autonomous vehicle has no clue what to do to achieve mission success

在第一季度，福特大幅调低马基的价格，他们还在数周内停止销售f150闪电版，这是我真的不喜欢拿其他公司的销售数据与特斯拉在同一时间段对比的另一个原因。这样做缺少了每家公司所来自的基础类型的实际背景。我看到有人说特斯拉年同比下降了8%，但福特则年同比增长了77%到80%，这确实是一个极端的例子，但对话中缺乏细微差别是我注意到的重点。其中一位在克鲁斯和航行都工作过的电气工程师在一份福特的招聘发布中表示他对全自动驾驶系统的最新版本印象深刻，它驾驶起来异常自然，处理各种奇怪的情况毫不犹豫。我已经在无人驾驶汽车上花费了数百小时，虽然它并非完美，而且我的观点仅代表了少数人，但这是令人兴奋的，不是愚人节玩笑。当被问及你认为特斯拉是否准备好实现无人驾驶时，他说，不看他们的接管数据以及有多少会导致安全关键问题的数据，是不可能说的，例如叠加故障数据，即检测性能退化，或者停车数据，即无人驾驶汽车在多大程度上不知道如何达成任务成功。

a show shared this video from scott walter saying whether some surfaces drivable or not is all contextual we typically don't want the car to drive on dirt but since the paved road is closed the car needs to drive on dirt the same logic also applies to mounting small curbs to avoid a larger obstacle so collision avoidance cannot be an absolute objective but a relative one the actual objective is minimizing risk of injury and property damage while still getting to the destination it requires a lot of intelligence to assess this risk accurately this comes naturally to humans and is now also obvious to the car's ai a shoke then said the final version of this is the trolley problem in case you're not familiar this is the trolley problem it's effectively a philosophical or an ethical argument would you divert the trolley in order to save five people if it meant you had to kill the one yesterday we talked about the new trucking emissions that will be for 2027 well kevin o leery had some comments on the matter unfortunately everybody knows this mandate's timing is impossible we talk about this quite a bit in the sector of the economy where five to five hundred employees small businesses that use a lot of transportation services for consumer goods and services there's no way this is going to work on that schedule it probably takes seven to ten years longer so the batteries don't exist for this these trucks that are designed now can't even go past 200 miles that's not the definition of a long haul transport that's a short haul transport won't work the grid is woefully underserved it's not enough charging stations none of this is going to work and i don't want to be a pessimist on it it's just not realistic and so what's going to have to happen is you see this mandate fall off its targets over the next 36 months it's going to have to be adjusted otherwise you basically bankrupt where 62 percent of jobs are created in america small business you can't wipe out small businesses in america with a lofty mandate that doesn't have even the technology to make it happen it's we don't have the tech so let's everybody wake up and smell the lithium batteries for a while they don't work yet i'm pretty sure the tesla engineers that worked on the semi would have something to say about that

一个节目分享了斯科特·沃尔特的这段视频，他说某些表面是否可驾驶完全取决于情境。通常我们不希望汽车开在泥地上，但由于铺好的路被关闭，汽车只能开在泥地上。同样的逻辑也适用于越过小路缘以避开更大障碍物，所以碰撞回避不能成为绝对目标，而是相对目标。真正的目标是尽量减少受伤和财产损失的风险，同时确保到达目的地。需要大量智慧来准确评估这种风险，这对人类来说是自然的，现在也显而易见地适用于汽车人工智能。这个节目接着说，这实际上是电车难题，如果不熟悉这个概念，电车难题基本上是一个哲学或伦理辩论，你会转向电车以救五个人，即使这意味着你必须杀死一个人。昨天我们谈到了2027年新的卡车排放标准，凯文·奥利尔在这个问题上有一些评论，不幸的是，每个人都知道这个命令的时间安排是不可能的，在我们谈论的经济领域，拥有5至500名员工的小企业使用了大量运输服务来提供消费品和服务，不可能在这个时间表上工作，它可能需要再多七到十年才可能实现，所以这些现在设计的卡车甚至无法行驶超过200英里，这不是长途运输的定义，这是短途运输，不会有效果，电网严重不足，充电站不够，这一切都行不通，我不想对此持悲观态度，这只是不现实，所以接下来会发生的是，你会看到这个命令在接下来的36个月内错过目标，它必须进行调整，否则你基本上会破产，美国62％的工作都是在小企业中创造的，你不能用一个没有足够技术支撑的高标准来摧毁美国的小企业，我们没有这种技术，所以让我们都清醒一下，把锂电池当作香水来闻，它们还不起作用，我相信特斯拉工程师们在研发卡车时肯定会对此有所看法。

they can't go over 200 miles quote jao mie has said that the su7 has now received more than 100 000 orders for their first ev and the ceo said china will surely give birth to a great company like tesla just one anecdote but ray for tesla shared a video of some early su7 owners that shared this video they pulled off on the side of the road they heard a tractor-like noise from the vehicle and they noticed something leaking from the vehicle in six different spots honestly though some level of early production problems are to be expected and even cars like the cyber truck have had problems themselves apple now reportedly has teams investigating a push into personal robotics engineers at apple have been exploring a mobile robot that can follow users around their homes they also developed an advanced tabletop home device that uses robotics to move a display around however they're saying it's unclear if the products will ultimately be released so far apple has not committed to either project as a company i think the main takeaway here though is that most of the biggest companies on the planet have now announced plans in some way shape or form to work toward humanoid robots i think guys like this need to be held accountable for their absurd takes i totally agree with the description unmitigated disaster this was really the beginning of the end of the tesla bubble which probably arguably was the biggest stock market bubble in modern history i actually think the stock the company could go bust and because think it's yeah you think tesla could go bust yes i'm having on quarter next two weeks time i have around 30 cents of earnings do that times four you're at 140 on a no-growth stocks you should be at 10 times earnings 10 times 140 means 14 dollars that's probably a fair valuation a quick search shows us per lakander a hedge fund manager has been shorting tesla since 2020 the cherry on top his fund is called the clean energy transition from the website they focus on clean energy power generation and the electrification of transport and industry meanwhile they're shorting tesla and calling for them to go bankrupt that's basically exhibit a of what i was talking about earlier today over on x about the programming and the brainwashing around evs and tesla that's taken place over the past few years in case you need a quick injection of hopium amit shared this picture of elon's likes on x and most recently at the time it was cathy would reiterating her two thousand dollar share price for tesla stock in five years it may not be much but it's not nothing either

他们无法行驶超过200英里。据报道，Jao Mie表示，Su7已经接到超过100,000份首批电动车的订单，CEO表示中国一定会诞生像特斯拉这样的伟大公司，这只是一个轶事。但特斯拉的雷共享了一段视频，展示了一些早期Su7车主在路边停车时听到车辆发出拖拉机般的声音，并注意到车辆有六个不同地方有液体泄漏。老实说，部分早期生产问题是可以预料到的，即使像Cybertruck这样的汽车也出现了问题。据报道，苹果现在正在调查进入个人机器人领域的可能性，苹果的工程师们一直在研究一种可以跟随用户在家中移动的移动机器人，他们还开发了一个先进的桌面家用设备，利用机器人技术来移动显示屏。不过，目前尚不清楚这些产品最终是否会推出。迄今为止，作为一家公司，苹果尚未承诺任何项目。在我看来，现在最重要的是，全球最大的公司中大多数已经以某种方式宣布了致力于人形机器人领域的计划。我认为，这些人需要对他们的荒谬言论负责。我完全同意这种毫无节制的灾难性情况，这实际上标志着特斯拉泡沫的开端，这可能是现代历史上最大的股市泡沫。我实际上认为，这家公司的股票可能会破产，因为我认为是的，你认为特斯拉可能会破产吗？是的，我将在未来两周的一个季度中拥有大约30美分的收入，乘以四个，你就有了140美元，对于一个无增长的公司，你应该以10倍市盈率计算，10倍140等于1400美元，这可能是一个公平的估值。快速搜索显示，对特斯拉进行空头操作的对冲基金经理Pear Lakander自2020年以来一直在做空特斯拉。更讽刺的是，他的基金名为“清洁能源转型”，从网站上可以看出，他们专注于清洁能源发电，电力和工业的电气化，与此同时，他们却在空头特斯拉，并呼吁让其破产，这基本上就是我之前讨论过的有关EVs和特斯拉的程序和洗脑在过去几年中发生的情况。如果你需要一剂希望药，阿米特分享了这张图，展示了埃隆在X网站上最新点赞的内容，最近Kathy Wood再次重申了她认为特斯拉股价在五年内可以达到2000美元的预测。这可能不是很多，但也不是毫无意义的。

gm just announced the final specs for the chevy silverado ev rst that's going to be launched toward the middle of this year base price 94.5 dollars 440 miles of range what's interesting is that two years ago when gm announced this vehicle they were expecting 400 miles of range and a price of 105 000 so gm has improved on both of those metrics this one will have an avalanche like multi flex mid gate it allows the five foot 11 inch bed to be expanded to hold items measuring over nine feet long you can also fold down the multi flex tailgate to haul items up to 10 feet 10 inches long they're touting a zero to 60 time of less than 4.5 seconds when using the wide open watts mode reservation holders will get a complimentary bidirectional level two charger that's rated at 19.2 kilowatts the vehicle will charge up to 350 kilowatts dc and it has four wheel steer and an air ride adaptive suspension the towing capacity will be up to 10 000 pounds it does have a front which gm is now calling in e trunk they're saying it'll have the hands free driving of super crews across 400 000 miles of compatible roads in the u.s i have to say it's a decent looking truck with some unexpectedly nice spec so we'll see if they can actually deliver and produce this vehicle but as we've been saying for years bring on the competition it makes everybody better tesla stock closed the day at 168 dollars and 38 cents up 1.05 while the nasdaq was up 0.23 percent it was a lower volume day for tesla trading about 13 million shares below the average volume the past 30 days

通用汽车刚刚宣布了雪佛兰Silverado EV RST的最终规格，这款车将于今年中期推出，基础价格为94.5万美元，续航里程440英里。有趣的是，两年前通用汽车宣布这款车时，他们预期续航里程为400英里，价格为10.5万美元，所以通用汽车在这两项指标上都有所改善。这款车将配备类似于雪崩的多功能中栅门，可以将五英尺11英寸的货箱扩展到超过九英尺长，您还可以放下多功能尾门，以拉载长达10英尺10英寸的物品。他们宣传零到60英里的加速时间少于4.5秒，使用全开式瓦特模式时。预订持有者将获赠一个额定功率为19.2千瓦的双向二级充电器，车辆将使用最高可达350千瓦的直流快充，并配备四轮转向和气动自适应悬架，拖车容量将达10,000磅。前部具有通用汽车现在称为IN E TRUNK的空间，他们称这款车将在美国超过40万英里的兼容道路上实现无人驾驶超级巡航。我必须说这是一辆外观不错的卡车，拥有一些出乎意料的好规格，所以我们将看看他们是否真的可以交付和生产这款车，但是正如我们多年来一直在说的那样，带来竞争，这将使每个人变得更好。特斯拉股价收盘价为168.38美元，上涨1.05美元，纳斯达克指数上涨0.23%，特斯拉的交易量较低，约为1300万股，低于过去30天的平均交易量。

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