Elon's Tesla Post-Storm / Big Tesla Discounts / Ford's Cop-Out ⚡️

Elon is a friend of mine. I think the world of him. This guy has no ego. Okay, that may be hard for you to believe, but having spent the amount of time I have with Elon, he is willing to listen to anybody. It has the same attitude we do that will steal any good idea and be proud of it, but his ideas are beyond anything I've ever seen in my whole life. He's a brilliant guy, understands so many things about the world. And all you want to do is listen to a lot of what he's got to say, but he's a good listener as well. And the really smart people in the world are good listeners. Welcome to Electrified. It's your host, Dylan Loomis. Quick shout out to my newest patron, Blake T. Thank you for choosing to support the channel. Nelson Peltz is just your average billionaire, co-founder of Trian Partners, which is a hedge fund. He's the non-executive chairman of Wendy's and the Madison Square Garden Company, among many other ventures. Elon said, Nelson is great, and I find it interesting that most people who actually know Elon like really know him always have glowing things to say about him. Much of the world thinks Elon is self-centered, narcissistic, power hungry, but those that actually know him say the opposite. He has no ego, great listener, actually motivated by serving humanity.

伊隆是我的朋友。我非常钦佩他。这家伙没有自我。好吧，你可能很难相信，但与伊隆相处了这么长时间后，我发现他愿意倾听任何人。他和我们有着相同的态度，愿意借鉴任何好主意并为此感到自豪，但他的想法超出了我一生中见过的任何东西。他是一个聪明绝顶的家伙，对世界了解很多。你只想听他说的很多东西，但他也是一个好听众。世界上真正聪明的人都是善于倾听的人。欢迎来到《电气化》。我是主持人迪伦·卢米斯。快速致敬我的最新赞助人布莱克·T。感谢您选择支持本频道。纳尔逊·佩尔茨只是一个普通的亿万富翁，是Trian Partners的联合创始人，这是一个对冲基金。他是温迪公司和麦迪逊广场花园公司的非执行董事长，还涉足许多其他事业。伊隆说，纳尔逊很棒，我觉得有趣的是，实际上了解伊隆的大多数人都对他赞不绝口。世界上许多人认为伊隆是自我为中心、自恋、渴望权力，但那些真正了解他的人说相反。他没有自我，是一个伟大的倾听者，实际上是出于为人类服务的动机。

Unfortunately, we have Rohan Patel throwing some cold water on FSD, at least in its full form, making its way to Europe on the timeline many we're hoping for. Even after the most recent decas update, Rohan said, the current regulations don't allow for these system-initiated maneuvers, which are the hallmark of FSD. More still needs to change at the UN in order to allow for the full safety benefits of FSD. When Rohan says the UN, he's referring to the United Nations Economic Commission for Europe. Today, Rohan said, the updated decas regs are encouraging, but they won't go into effect until around November, and don't address the key issue, system-initiated maneuvers, in order to enable the full benefits of FSD. He said a mindset change is needed for regulators, no surprise, he added Japan is quite forward-leaning, and that the definition of what can be considered an advanced driver function must also change. The most exciting technology advancements in transportation will take place outside of the great nations that adhere to those UN standards. He said Tesla could make some small improvements given the new regulations by the end of this year, but unless there's an updated allowance for those system-initiated maneuvers, the full benefits are not type-approvalable. With the latest regulation, the driver would need to approve of almost every significant maneuver. There will be more on this soon, but generally speaking, we need more support from a wider set of leaders. This is far more than a road transportation issue. By the way, this is also very true in the US also.

不幸的是，我们有罗汉·帕特尔对FSD泼了冷水，至少在其完整形式下，它并没有如许多人所希望的那样很快进入欧洲。即使在最近的迪卡斯更新之后，罗汉表示，当前的法规并不允许这些系统发起的机动动作，这正是FSD的特色。要充分利用FSD的安全性好处，联合国还需要作出更多改变。当罗汉提到联合国时，他指的是联合国欧洲经济委员会。今天，罗汉表示，最新的迪卡斯法规是鼓舞人心的，但直到11月左右才会生效，而且并未解决关键问题——系统发起的机动措施，以实现FSD的全部好处。他表示，监管机构需要改变思维，毫不奇怪，他补充说日本在这方面是非常进取的，并且对于什么可以被视为高级驾驶功能的定义也必须发生变化。在符合联合国标准的大国之外，最令人兴奋的交通技术进步将会发生。他表示，特斯拉可能会在今年年底前做一些小的改进，但除非允许这些系统发起的机动措施，否则无法充分享受好处。根据最新的法规，司机需要几乎批准每个重要动作。关于这一点很快会有更多信息，但总的来说，我们需要更多领导者的支持。这远不止是一个道路运输问题。顺便说一下，在美国也是如此。

As it stands right now, anything that FSD itself would initiate or decide to do on its own, something as simple as a lane change is not going to fly under these UN regulations. Not great news for many European countries, sounds like FSD in its full version won't make its way to those countries until sometime in 2025 at the very earliest. More importantly, we still need another regulatory change for FSD to operate in those areas. Elon went on a bit of a posting spree about Tesla last night to get everybody caught up. He said, The production rate and fully considered cost are the challenges when it comes to the megapack, demand for stationary batteries is super high. I think Tesla might end up doing more total jewels and stationary than mobile long-term. In my opinion, this needs to be a question on the Q1 call, what is the production challenge right now for the megapack? As far as we know, the Lathrop facility is still operating somewhere around 50% of capacity. It would be nice to know what the main bottleneck for the production rate is. You can argue Tesla has a demand problem on the auto side, but that is definitely not the case on the energy side and will most likely remain that way for years to come.

截止目前，根据联合国的规定，即使是FSD自己启动或决定做的一些简单事情，如变道，也将不被允许。对于许多欧洲国家来说，这并不是个好消息，听起来完整版的FSD在至少2025年之前不会进入这些国家。更重要的是，我们仍然需要另一个监管改变才能使FSD在这些地区运行。埃隆昨晚在推特上热情畅谈了一番特斯拉的相关话题，让大家跟上最新动态。他表示，当涉及到巨型电池组时，生产速率和全面考虑的成本是挑战，对固定电池的需求非常高。我认为特斯拉长期可能会做更多的固定式电池比移动式电池。在我看来，这需要在第一季度电话会议上就这个问题进行讨论，目前巨型电池组的生产面临什么挑战？据我们所知，拉索普工厂仍在以约50%的产能运行。了解生产速率的主要瓶颈是什么将是好事。你可以说特斯拉在汽车领域存在需求问题，但这在能源领域绝对不是情况，多年来可能会一直保持这种状况。

On FSD licensing, Omar said one, allow the OEM to integrate it into any car for free or at cost, car owner pays for the FSD license. Two, active safety and basics come free. Three, leverage supercharger deals offer same pricing as Tesla cars for EVs that integrate FSD hardware and share data. Elon responded to that saying, Tesla would be happy to do such deals. I was talking about this on X earlier today, given that Tesla's cost for hardware three and the eight cameras is most likely around $1,000. That's why a deal like this could work, even if Tesla decided to give away the hardware suite for free. Imagine Ford charges its customers $12,000 for FSD on its vehicles, as long as Tesla takes at least a 12% split of that revenue, they would be in the green. In reality though, it could be 70% for Tesla, 30% for Ford. Ford obviously wins because they get that hardware for free. They get part of the profits for charging customers for FSD. Yes, they have to pay Tesla a license fee and give up a cut. But even after doing that, they would still also most likely be in the green. That's all possible because of how affordable Tesla's FSD suite is. Julian E. Bars who works on the Tesla bot said this, FSD is running with cheap sensors on a cheap computer and with no HD maps, let that sink in. Omar's then said, FSD licensing earnings will exceed Tesla's auto business earnings and Elon said, good chance that turns out to be true. It's certainly exciting to run some calculations on the possibilities here, but at the end of the day, how many of these companies will actually take Tesla up on their offer and how many will do it before Tesla actually has a working Robotaxi proven. Until that time, I'm guessing maybe one or two best case scenario and then it's going to take a few years for them to actually get the system integrated into their next gen vehicles. This is definitely more of a long-term option but nice to have it nonetheless. Elon said, Tesla is increasing compensation, which is contingent on progress milestones of our AI engineering team. Then he said, Ethan who just left for XAI is very talented, but Vision Chief would be overstating things. There are over 200 excellent engineers in the Tesla AI autonomy team. Tesla's pace of progress with autonomy is accelerating.

关于FSD许可证，Omar说，首先，允许原始设备制造商免费或成本整合到任何汽车中，而汽车所有者支付FSD许可证费用。其次，主动安全和基本功能是免费的。第三，利用超级充电器交易，为整合FSD硬件和共享数据的电动汽车提供与特斯拉汽车相同的价格。埃隆对此回应说，特斯拉很乐意达成这样的交易。今天早些时候我在X上谈论过这个问题，考虑到特斯拉的硬件三和八个摄像头的成本很可能在1000美元左右。这就是为什么这样的交易可以进行，即使特斯拉决定免费提供该硬件套件。想象一下，福特向其客户收取12000美元的FSD费用，只要特斯拉至少从中拿到12%的收入份额，他们就会获利。不过，事实上可能是特斯拉70%，福特30%。福特显然会赢，因为他们免费获得了这些硬件成本。他们从为FSD收费的客户中获得了部分利润。是的，他们必须支付特斯拉许可费用并给出一部分抽成。但即使这样做了，他们很可能仍然会赚钱。这一切都是因为特斯拉的FSD套件价格实惠。负责特斯拉机器人营的朱利安·巴斯表示，FSD在廉价传感器和廉价计算机上运行，而没有高清地图，让这一点让人深思。Omar接着说，FSD许可证的收入将超过特斯拉汽车业务的收入，埃隆说，这很有可能是真的。对于这里的可能性来进行一些计算无疑令人兴奋，但归根结底，有多少公司会真的接受特斯拉的提议呢？有多少公司会在特斯拉真正拥有一个可靠的Robotaxi系统之前就这样做呢？在那之前，我猜最好的情况可能只有一两家公司，然后他们将需要几年时间将系统整合到他们的下一代车辆中。这绝对是一个长期的选择，但尽管如此还是很好。埃隆表示，特斯拉正在提高薪酬，这取决于我们的AI工程团队的进展里程碑。然后他说，刚刚离开去XAI的伊桑非常有才华，但视觉主管可能是夸大其词。特斯拉AI自主团队有超过200名杰出的工程师。特斯拉在自主方面的进展速度正在加快。

The talent war for AI is the craziest talent war I've ever seen. For some context, some of these AI engineers at some of the top names in the industry are earning anywhere from 500,000 to upwards of $1 million per year. Oftentimes people think chips are the scarcest resource for AI or transformers. In all actuality, most people actually say it's talent. That's the scarcity. Alexander asked, when can we finally vote on your new comp plan? Elon said, the support is super appreciated. I obviously don't need the money personally but I'm concerned about not having voting power, enough to influence Tesla to do the right thing. So he totally avoided the question altogether with that one. The actual answer, we still have to wait for Tesla's appeal of the Delaware verdict before we do anything with a new compensation plan. I'm guessing we won't get an update on that until sometime in quarter three or four of this year.

人工智能的人才争夺战是我见过的最疯狂的人才争夺战。就一些背景来说，一些在行业顶尖公司工作的人工智能工程师每年的收入可以从50万到100万美元不等。很多人认为芯片或转换器是人工智能最稀缺的资源。但实际上，大多数人认为稀缺的是人才。这就是缺乏之处。亚历山大问道，我们什么时候可以投票表决你们的新薪资计划？埃隆说，支持非常感激。我个人显然不需要这笔钱，但我担心没有足够的投票权，无法影响特斯拉做正确的事情。所以他完全回避了那个问题。实际上答案是，在我们采取任何新的薪酬计划之前，我们还需要等待特斯拉对德拉华州判决的上诉。我猜想在今年第三或第四季度之前我们不会得到关于这个问题的更新。

James Dowlin said he just did 1600 miles on version 12 on the highway and he's one of the only people saying the highway stack on V12 is a substantial upgrade over V11. He then shared a specific list of what he thinks is better on version 12 in conclusion, overall a great improvement in user experience, even compared to the most recent V11 versions. The highway stack on version 12 is still not end-to-end like city streets, but that doesn't mean it's not getting better. Many folks in addition to Alex have been suggesting that Tesla charges a per mile fee for FSD rather than a subscription. The third idea he had though was pretty interesting, basically Tesla gamifying FSD, rewarding miles for useful data and safe driving. I definitely think there's something there. Ultimately though, the overall point is Tesla has so much optionality with this, wherever it goes in the future, there are multiple different levers they can pull.

詹姆斯·道林说他在12版上的高速公路上刚刚行驶了1600英里，他是唯一一个认为V12的高速堆栈比V11有实质性升级的人之一。他随后分享了一个特定的列表，总结认为，在版本12上有很多方面比版本11有所改善，整体上用户体验得到了很大提升。版本12上的高速公路堆栈还不像城市街道那样端到端，但这并不意味着它没有改善。除了亚历克斯之外，许多人也建议特斯拉对FSD收取每英里费用，而不是订阅费。然而，他提出的第三个想法非常有趣，基本上是将FSD变成特斯拉的一种游戏化，奖励有用数据和安全驾驶的里程。我绝对认为这里面有点东西。但最终，总体观点是特斯拉在这方面有很多选择余地，无论未来走向何方，他们都可以采取多种不同的方式。

Tesla energy said there's now 1300 plus homes with Powerball in Puerto Rico that are supporting the grid through Tesla's VPP. I've been experimenting with my homework outs fasted. This one was about 20 hours or so. I'm still in golf mode for the next few weeks, but I'm trying to avoid too much atrophy. I finally hit two minutes this morning for a dead hang. When I heard about the correlation with longevity, I figured I'd gamify it. I'm not even really optimizing for longevity per se, but rather a high quality of life, however long I get. Part of that optimization is thanks to AG1, the sponsor of this episode. I've looked into and drank much of the competition, not only do I think AG1 has the better sourcing and transparency and testing and leadership team, but up there in importance is the taste. I enjoy this with nothing added. It's like pineapple if I had to describe it. You can add lemon or whatever you want, but it's not required for me. Whether I'm on the go or overly busy, it's become a quick and easy way to get all of this goodness. 75 vitamins, minerals and probiotics to be precise. 50 calories, six carbs, less than one gram of sugar. As I always say, at least 90% of everything you consume should be Whole Foods, Sorstwell, Organic, et cetera, but even if you pull that off, you may not be getting all that you need. You can still grab five travel packs and a one year supply of vitamin D3K2 for free using my link below or the QR code on the screen. Cheers.

特斯拉能源表示，目前已有1300多个波多黎各的家庭安装了Powerball，通过特斯拉的VPP支持电网。我一直在尝试空腹运动。这次大概持续了大约20个小时。接下来的几周我还将专注于高尔夫，但我会尽量避免肌肉萎缩。今天早上我终于成功做了两分钟的悬垂。当我听说这与长寿有关时，我觉得我可以把它当成一种游戏。我并非特别追求长寿，而是希望过上高质量的生活，无论多长时间。这种优化部分得益于本集的赞助商AG1。我曾尝试过竞争对手的产品，但我认为AG1在资源采购、透明度、测试和领导团队方面更胜一筹，尤其重要的是口感。我喜欢这种没有添加任何东西的味道。如果非要形容，就像是菠萝。你可以加柠檬或其他东西，但对我来说并非必需。无论我是在路上还是忙得不可开交，这已成为获取所有这些益处的快捷简便方式。75种维生素、矿物质和益生菌，50卡路里，六克碳水化合物，不到一克糖。我一直说，你消费的至少90%应该是全食、有机等等，但即使你达到了这个标准，可能仍未摄入所需的全部营养。你可以通过下面的链接或屏幕上的二维码免费领取五个旅行包和一年份的维生素D3K2。干杯。

This report from Reuters that Elon is yet to deny is the best evidence we have that Tesla is planning to move forward with a factory in India. Tesla has begun production of right hand drive cars at Gigabrelin for export to India later this year. This is the first time Gigabrelin has made a right hand drive vehicle. Of course, it's a Model Y. Typically, right hand drive vehicles come from Shanghai for markets like Japan and Australia. Tesla's India entry plan also includes investment in a charging network, which will come on top of the $2 billion earmarked for the plant. Tesla already imports parts from India and is now looking at reducing sourcing from China and making India a bigger sourcing hub. On the factory front, they said Tesla expects to build it in two years. I'd like to temper everybody's expectations for these imports into India from Tesla, the way it stands now to get that reduced 15% import tariff, Tesla can only import 8,000 vehicles per year at that rate. However, the reason this is significant is because the companies that take advantage of that reduced rate are the ones that also have to commit to building a factory. So this news is telling us what Tesla intends to do. I just wanted to be clear. If you thought this news was going to significantly boost Tesla's delivery numbers for this year or even next year, personally, I don't think that's likely.

这篇路透社的报道称埃隆尚未否认，是我们最好的证据，证明特斯拉计划在印度建厂。特斯拉已开始在吉加布瑞恩生产右驾驶汽车，计划今年晚些时候出口到印度。这是吉加布瑞恩第一次制造右驾驶车辆，当然，这是一辆Model Y。通常右驾驶车辆来自上海，供应市场如日本和澳大利亚。特斯拉进入印度的计划还包括投资充电网络，这将是额外的20亿美元工厂计划之外。特斯拉已经从印度进口零部件，现在计划减少从中国进口，并使印度成为更大的采购中心。关于工厂方面，他们表示特斯拉预计两年内将建成。我想要适度降低大家对特斯拉进口印度的期望。按目前情况，为了获得降低15%的进口关税，特斯拉每年只能以这个速度进口8000辆车。然而，这一消息的重要性在于利用这一降低关税率的公司也必须承诺建厂。因此，这一消息告诉我们特斯拉打算做什么。我只是想明确一下。如果你认为这一消息会显著提高特斯拉今年甚至明年的交付数量，个人认为这不太可能。

Tesla has cut the prices of the Model Y in Australia. This is a slightly updated version of the Model Y for this market by anywhere between $1,500 for the entry model and then 5,500 and 8,500 for the long range and performance, respectively. No, Australia is not getting the interior ambient lights or the removal of the stocks just yet. The only updates they're receiving, the black finish for the Gemini wheels and three new colors being Stealth Gray, Quicksilver and Ultra Red. This means the Model Y now starts around $42,000 in the Australian market. Tesla also said Quicksilver and Midnight Cherry are now available in the UK, Ireland and Israel. Us Americans may have FSD, but we still experience FOMO for some other features.

特斯拉已经降低了澳大利亚市场的Model Y价格。这是该市场略有更新的Model Y版本，入门款价格降低了1,500澳元，而长续航和性能款则分别降低了5,500和8,500澳元。目前，澳大利亚还没有获得内饰环境灯或者撤销股票。它们唯一的更新是为Gemini车轮提供黑色涂层，并新增了三种颜色，包括隐形灰、银色和极致红。这意味着Model Y在澳大利亚市场的起步价现在大约是42,000澳元。特斯拉还表示，银色和午夜樱桃现在也适用于英国、爱尔兰和以色列市场。虽然美国人可能有全自动驾驶功能，但我们仍然对一些其他功能感到恐失。

We've talked about this before, but post are just confirmed. They're not trying to be like Tesla. They're going to remain a luxury more niche player. A communications executive said, from a global perspective, I'm not here to comment on Tesla, but Tesla is chasing volume. They're a mass market production player. We are a premium luxury brand with volume targets that are in line with that, saying they're aiming for 150,000 units globally next year. I did join their email list to get updates on when test drives will be available for the Polestar 3, not that I would buy one over a Tesla, but I'm curious. If you're new, Polestar is my second favorite EV brand behind Tesla, definitely rooting for them to make it.

我们之前谈过这个问题，但现在帖子已经得到确认。他们并不试图模仿特斯拉。他们将继续保持奢侈品牌的特色，更加小众。一位传媒高管表示，从全球的角度来看，我并不想评论特斯拉，但特斯拉正追求规模化生产，他们是大众市场的生产者。而我们是一个高端奢侈品牌，拥有与之相符的产量目标，明确表示他们明年的全球销量目标是15万辆。我已经加入了他们的邮件列表，以便及时了解Polestar 3的试驾时间，尽管我不会选择它而不是特斯拉，但我很好奇。如果你不了解，Polestar是我在特斯拉之后第二喜欢的电动汽车品牌，我真心希望他们成功。

Tesla is now offering some pretty significant inventory discounts specifically on the Model Y. They've also added the option to sort or filter by vehicles that only qualify for the tax credit. Don't get excited when you see the new Model 3 pop up. That's because they include it thanks to the leasing loophole. We're talking about discounts between four, some near $5,000. So if you're looking, just be aware. Those discounts do apply to new vehicles in inventory. Next week, Tesla will be in court to defend itself in an autopilot lawsuit over a fatality where that Apple engineer died. The word is Tesla now wants Apple to testify in Tesla's defense, basically saying that the Apple engineer was playing a video game on his phone at the time of the crash. But the plaintiff's lawyers are accusing Apple who is not a party in this lawsuit of engaging in a secret discovery workaround to help support Tesla in its defense.

特斯拉现在正在针对Model Y提供一些相当显著的库存折扣。他们还增加了按符合税收抵免条件的车辆进行排序或过滤的选项。当你看到新的Model 3出现时不要过于兴奋。这是因为它们通过租赁漏洞包含在内。我们谈论的是大约四千美元至五千美元左右的折扣。所以如果你在寻找的话，要注意一下。这些折扣适用于库存中的新车辆。下周，特斯拉将在法庭上为一起自动驾驶事故中的一起死亡案件进行辩护，其中一位苹果工程师遇难。消息传出，特斯拉现在希望苹果作证为其辩护，基本上说苹果工程师在事故发生时正在玩手机游戏。但原告律师指责苹果，虽然不是此案的一方，却秘密进行发现规避以支持特斯拉为其辩护。

Walter Huang's family claims he was letting those games run passively on his phone to collect data. But cell phone logs have shown that there was a pattern of active gameplay during his morning commute in the days leading up to the crash. Tesla has already avoided culpability in two fatal autopilot crashes, so hopefully they can keep that street going. Ford just said it delayed the planned launches of the three-row EVs in Canada and its next-gen electric pickup that's set to be built in Tennessee. Ford separately said it was boosting hybrid EV offerings and by 2030 expects to offer hybrids across its lineup of gas-powered vehicles. Farley said we're committed to scaling a profitable EV business using capital wisely and bringing to market the right gas, hybrid and fully electric cars at the right time.

Walter Huang的家人声称他只是让手机上运行那些游戏来收集数据。但是，手机通话记录显示，在事故发生前的几天，他在早上上班途中存在着游戏活动的模式。特斯拉已经在两起致命的自动驾驶事故中避免了责任，希望他们能够继续保持这种表现。福特刚刚宣布，延迟了在加拿大推出三排座电动汽车和下一代电动皮卡的计划。福特还另外表示，他们正在加大混合动力电动车的推出力度，到2030年预计将在其所有汽油动力车型中提供混合动力电动车。法利表示，我们致力于以明智的资本使用规模化盈利的电动汽车业务，并在适当时机推出正确的汽油、混合动力和纯电动汽车。

Ford has said they will only launch their next-gen EVs at the point they can become profitable. Ford's pushing back the launch of the new large EV SUV that it'll build in Ontario. They were going to do it in 2025. They pushed it back to 2027. For Ford's Ontario plant, they're still going to overhaul that facility so they can make EVs. They're going to start that in the second quarter of this year. This to allow for the consumer market for three-row EVs to further develop and to enable Ford to take advantage of emerging battery tech. The EV truck that was set to be built in Tennessee in 2025 has now been pushed back to 2026.

福特表示他们仅会在未来一代电动汽车能够实现盈利时才会推出。福特将推迟在安大略省建造的新型大型电动SUV的推出。原计划是在2025年推出，现在推迟到了2027年。对于福特在安大略省的工厂，他们仍计划对该设施进行全面改造，以便生产电动汽车。他们将从今年第二季度开始进行这项工作。这样可以让适合家庭使用的三排座电动汽车的消费市场进一步发展，并使福特能够利用新兴的电池技术。原计划在2025年在田纳西州建造的电动卡车现已推迟到2026年。

Customer deliveries for that truck will begin in 2026 and gradually ramp up production to help assure quality. At the plant in Ontario that's now facing a two-year delay, they said there will be layoffs. What I am not looking forward to seeing is how many of these hybrids from Ford and GM will ultimately qualify for the tax credit. One of China's largest battery storage players is now targeting a global expansion, including the United States. The company has set up offices in California, in Frankfurt, Germany, and Australia to target North America, EMEA, and the APAC regions.

该卡车的客户交付将于2026年开始，并逐渐增加生产以确保质量。在安大略省的工厂现在面临两年的延迟，他们表示将进行裁员。我不期待的是，有多少来自福特和通用的混合动力车最终将有资格获得税收抵免。中国最大的电池储存企业之一现在正计划全球扩张，包括美国。该公司已在加利福尼亚、德国法兰克福和澳大利亚设立办公室，以瞄准北美、欧洲中东非洲和亚太地区。

Hyperstrong sources the battery cells from other companies and then integrates them into a bunch of different battery storage solutions. One of their latest generation products is a best with five megawatt hours that would be compared to Tesla's megapack at four megawatt hours. Considering the speculation around the United States continuing to curb imports from China, Hyperstrong will be seeking partners in the United States. They said whatever market relationships can be developed before that happens is very important. This one will go overlooked, but I think it's a big deal.

Hyperstrong从其他公司采购电池单元，然后将它们集成到各种不同的储能解决方案中。 他们最新一代的产品之一是一种可与特斯拉的Megapack相提并论的五兆瓦时产品，而特斯拉的Megapack则是四兆瓦时。考虑到围绕美国继续限制从中国进口的猜测，Hyperstrong将寻求美国的合作伙伴。 他们表示，任何在此之前可以开发的市场关系都非常重要。这可能会被忽视，但我认为这是个大问题。

This factory from LG in Arizona was in jeopardy, but they did finally start construction. At full capacity, this facility will produce 36 gigawatt hours of 4680 cylindrical cells for EVs and an additional 17 gigawatt hours of pouch type LFP batteries for the energy storage market. They said this will be one of the first energy storage exclusive battery production facilities in the world. Full-scale recruitment will begin in the second half of 2025. We still have roughly two years to production, but most of these batteries coming from this factory will be delivered to Tesla.

这家位于亚利桑那州的LG工厂曾陷入危险之中，但最终他们开始了建设。该设施达到全产能后，将生产36吉瓦时的4680圆柱形电池用于电动车，以及额外的17吉瓦时的片式LFP电池用于能源储存市场。他们表示这将是全球首个专门生产能源储存电池的工厂之一。全面招聘将于2025年下半年开始。我们还有大约两年时间才能开始生产，但这家工厂生产的大部分电池都将提供给特斯拉。

This will be a significant supply of batteries from the United States, qualifying for all of the tax credits for Tesla's EVs and potentially for their megapack as well, actually finally using LFP cells. That will also qualify for all of the tax credits. More 4680 supply for Tesla made in America. This is a huge W. Just to show you in case you have not been following along, LG said earlier it was reassessing the Arizona plant project, citing unfavorable business conditions including increasing costs driven by rising inflation. But that's been sorted out and construction has begun.

这将是来自美国的大量电池供应，符合特斯拉电动汽车所有的税收抵免资格，潜在地也适用于他们的大型储能系统，终于使用LFP电池。这也将符合所有的税收抵免资格。特斯拉在美国生产的4680电池供应将增加。这是一个巨大的胜利。以防您还没有关注，LG之前表示正在重新评估亚利桑那工厂项目，表示包括通货膨胀带来的成本上升在内的不利商业状况。但这已经解决，建设工作已经开始。

The DOE just announced $4 billion in tax credits for over 100 projects, of which 2.7 billion has been allocated for clean energy manufacturing, including solar, which we desperately need to wean ourselves off of China. This funding forms the first round of this initiative with the Department of Transportation saying it'll issue a notice for the second round of allocations in the coming months. Some of the projects that have received this funding include clean hydrogen fuel cells, energy storage, grid infrastructure and EVs. Of the funding, $800 million will go towards recycling, processing and refining of critical materials.

美国能源部刚刚宣布将为100多个项目提供40亿美元的税收抵免，其中27亿美元已被分配用于清洁能源制造，包括太阳能，在我们迫切需要摆脱中国的情况下。这笔资金是该计划的第一轮，交通部表示将在未来几个月发布第二轮分配通知。已经获得这笔资金的一些项目包括清洁氢燃料电池、能源储存、电网基础设施和电动车辆。在这些资金中，8亿美元将用于重要材料的回收、加工和精炼。

500 million will be committed to industrial decarbonization projects. For the first round, the DOE received 250 applications from projects requesting a total of $13.5 billion in credits. BYD basically released one odd photo of an EV pickup truck that they plan to launch and really no other details. Here's the picture of the truck, which is covered in what I'm guessing is some form of camouflage. All they really said was they plan to launch this later this year in global markets.

将有5亿美元投入工业脱碳项目。在第一轮中，美国能源部收到了250个项目的申请，总共要求135亿美元的信用额度。比亚迪基本上只发布了一张怪异的电动皮卡照片，他们计划推出这款车型，实际上没有其他细节。这是这辆卡车的照片，它被我猜测是某种伪装覆盖着。他们真正说的是计划在今年晚些时候在全球市场推出这款车型。

In a new Tesla app version, there's now the ability for non-Tesla owners to demo more parts of the app. Things like remote access, climate controls and planning a trip and finding chargers. Coming from a five-year-old ice car myself, the ability to set the climate through the app is such a beautiful thing. Giving people the option to demo that is, I think, a wise move. Tesla stock closed the day at $171.11 up 1.62% while the NASDAQ was down 1.4%. It was a high-volume day for Tesla trading about 26 million shares above the average volume the past 30 days.

在新的特斯拉应用版本中，现在非特斯拉车主有能力演示应用程序的更多功能。像远程访问、气候控制和规划旅行以及寻找充电桩等功能。作为一辆五岁的传统汽车车主，通过应用程序设置气候是一件美好的事情。我认为，给人们演示这个选项是明智的举措。特斯拉股价收盘时为171.11美元，上涨1.62%，而纳斯达克指数下跌1.4%。这是特斯拉交易量较高的一天，交易量约为过去30天平均交易量的2600万股。

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