Key Details in TSLA Proxy / Elon's "Tesla" Interview / New Atlas to Compete With Optimus ⚡️

Welcome to Electrified, it's your host, Dylan Umis. Quick shout out to my newest patron Biggie. Thank you for choosing to support the channel. Just a heads up for the upcoming Open Your Trunk feature in the newest Tesla software update. It does require iPhone 11 Plus, but a future update will extend it to Android users. Also in this update, below the turn by turn list and your navigation, you'll now see a progress bar that changes as you drive closer to your destination or next stop. This bar also reflects live traffic conditions on your route if you have online routing turned on. Navigation will now show you at the top of your turn list if a faster route becomes available, it'll reroute you unless you decline before the option expires. There are new wiper controls when you press the wiper's button, you can now adjust wiper speed by moving the left scroll wheel up or down. And when you have the wiper set to a select speed, you can now use the wiper button to actually cycle through those speeds. As somebody who's been using the browser and YouTube TV while I wait in parking lots, this one was exciting. Now you can expand the browser to full screen when you're parked.

欢迎来到《电动之道》，我是主持人迪伦·乌米斯。快速致谢给我最新的赞助者Biggie。感谢您选择支持本频道。提醒一下，即将推出的特斯拉最新软件更新将包括打开后备箱功能。目前需要iPhone 11 Plus，但未来更新将扩展到安卓用户。此外，在本次更新中，在您的导航路线和转弯列表下，您将看到一个进度条，随着您接近目的地或下一站，进度条会改变。如果您开启在线导航路线，该条还会反映您路线上的实时交通状况。导航现在会在您的转弯列表顶部显示当有更快的路线可用时，它会重新规划路线，除非您在选项过期前拒绝。现在按下雨刮器按钮时，您可以通过向上或向下滚动左滚轮来调整雨刮速度。当您将雨刮器设置为特定速度时，您现在可以使用雨刮器按钮来循环浏览这些速度。作为一个在停车场等候时一直在使用浏览器和YouTube电视的人来说，这对我来说是令人兴奋的。现在，您可以在停车时将浏览器扩展到全屏显示。

There are a few others on the screen, but one of note, if you have no passengers in the back seat, now the rear touch screen turns off when you shift out of park to reduce unnecessary energy use. You'll also have the option to hear a chime anytime you're approaching a speed camera. Availability in the US right now, unknown. The CNED post gave us an update about Tesla's megapactory in Shanghai. Now we're looking at construction to begin in May and then mass production in quarter one 2025. This project has been pushed back a few times now. Originally the plan was to start construction in quarter three 2023 and then they were looking at mass production in Q2 of 2024. This factory is expected to have the same capacity as the one in laythrop 10,000 megapacks per year or 40 gigawatt hours. Writers loves recycling these Tesla India news items, but they're confirming that sources are saying Elon is likely to announce a two to three billion dollar investment for a factory in India next week.

屏幕上还有一些其他功能，但其中一个值得注意的是，如果后座没有乘客，现在后部触摸屏在您换出停车档时会关闭，以减少不必要的能源消耗。您还可以选择在接近测速摄像头时听到提示音。目前在美国是否可用尚未确定。CNED的帖子向我们更新了特斯拉在上海的巨型工厂。现在我们计划从五月开始建设，然后在2025年第一季度开始大规模生产。这个项目已经推迟了几次。最初计划在2023年第三季度开始建设，然后他们计划在2024年第二季度开始大规模生产。这家工厂预计将拥有与莱巴高工厂相同的产能，每年10,000个巨型电池组或40吉瓦时。作者们喜欢转载这些特斯拉印度的新闻，但他们确认消息来源表示埃隆可能会在下周宣布在印度投资20亿至30亿美元建厂。

Elon plans to meet with Narendra Modi on Monday and the sources are saying Elon is likely to give an investment figure for India without sharing details like a timeline or which state where the plant will be built. Elon is also likely to attend an event organized by the Indian government in New Delhi with space startups. Along those lines after a few years of back and forth, Starlink has finally received an in principle approval from the telecom ministry in India. Thus Starlink now awaits final vetting by the home ministry over certain security matters. The telecom ministry has imposed certain mandates including the know your customer details and customer info of Indian users should not move outside the country. Also today say has made its investor website live for Tesla. So if you want to go submit some questions and vote for others, I'll have it linked below. Tesla has reintroduced 0% financing in Germany, the second time it's done so this year, just two weeks after relaunching it in China. In Germany, the 0% is for the model wide long range all wheel drive and the performance variants. The maximum term for this deal is four years in the US Tesla is now offering a model three lease rate of $299 per month down from 329 this offer ends April 30th. This year through February, Tesla had spent $200,000 on advertising on X.

埃隆计划在周一会见纳伦德拉·莫迪，并据消息称，埃隆可能会向印度提出一个投资数字，但不会透露时间表或建厂的具体州。埃隆还可能参加由印度政府在新德里举办的与太空初创公司有关的活动。经过几年的来来回回，星链终于收到了印度电信部的初步批准。因此，星链现在等待内政部对某些安全事项的最终审查。电信部已经施加了一些规定，包括了解客户的详细信息，印度用户的信息不得转移到国外。另外，今天Say为特斯拉的投资者网站上线。所以如果您想提出一些问题并为其他人投票，我将在下面链接它。特斯拉在德国重新推出了0%融资，这是今年第二次这样做，在中国重新推出0%融资仅两周后。在德国，0%适用于长续航全轮驱动和性能变体。这项交易的最大期限是四年，在美国，特斯拉现在提供每月299美元的Model 3租金，较之前的329美元下降，此优惠截止日期为4月30日。今年截至2月份，特斯拉在X上的广告支出为20万美元。

There's people like Fred from Electric out there that are criticizing Elon for pulling some talent from Tesla to help out with X. But to that I would just say don't forget Tesla was actually paid $1 million from X for their services. Not only that but the interplay between all of Elon's companies has been a huge competitive advantage for Tesla and all of the other companies. Plus it gives the engineers a quick mental break to shift their focus to something else, maybe learn a new thing or two and then go back to their normal routine. I did miss this one last night, but Elon did confirm what we were talking about yesterday. He said not quite betting the company, but going all out for autonomy is a blindingly obvious move. Everything else is like variations on a horse carriage. James down the said Robotaxi Teslas will drive five times the miles of personal cars. That's five times displaced ice miles. Tesla can keep making personal cars, but every effort should be made to accelerate the introduction of and maximize the deployment numbers and usage of Robotaxi vehicles. To that, Elon said this sounds about right.

有像电气公司的弗雷德这样的人在批评埃隆从特斯拉调走一些人才来帮助 X 公司。但我只想说，不要忘记特斯拉实际上是收到了 X 公司支付的 100 万美元作为服务费。不仅如此，埃隆旗下公司之间的相互作用对特斯拉和其他公司都是巨大的竞争优势。而且这也让工程师们能够快速调整思维，转移焦点到其他事情上，也许学到新东西，然后再回到他们正常的工作日常。昨晚我确实错过了这个消息，但埃隆确认了昨天我们所讨论的。他说，虽然不是赌上整个公司，但全力发展自动驾驶技术是一个显而易见的举措。其他一切都像马车的变化。詹姆斯说，Robotaxi 特斯拉将驱动私人车辆的里程数的五倍。这将导致私家车里程数减少五倍。特斯拉可以继续生产私人汽车，但应该尽一切努力加速 Robotaxi 车辆的推出和最大程度地提高部署数量和使用率。对此，埃隆表示认同。

James also posted not going all out on autonomy right now would be dumb and Elon said absolutely. Again, just be prepared for the bifurcation of the Tesla community. Some are going to believe in this vision and will think Tesla is going to solve it and others will not. Nate, an engineer at X said I wish my Tesla had a sticky notes app to which Elon said okay. I don't even need a transition for this one because so many of you have been enjoying Soylent. It's made in America full of vitamins and minerals, it's plant based, it follows the science and became popular via Silicon Valley as the world's most perfect food, so coders and gamers would not have to take a break. Yes, they sponsor the channel but I'm telling you this stuff tastes like a snack so you need to be careful here. The mint chocolate so good. And before you even say it in case you've seen the movie. Soylent is plants, it's plants, not people! Despite the hype that Soylent got from being the best meal replacement through a study of 40,000 people, Soylent has managed to keep their products affordable which in an inflationary environment I find admirable. As I've said before 90% of what we consume should be whole foods, sourced well, organic etc but check the stats here. My go to has become the cafe mocha, it has some caffeine and now fening for focus, 20 grams of protein, no artificial flavors, gluten free, vegan, 2.83 potassium to sodium ratio, I'll repeat, look that up sometime and only 1 gram of sugar per serving plus over 38 other essential nutrients. I know taste is subjective but I'm warning you these are incredibly good and given the nutrition profile in my opinion it's a home run to enjoy every now and then. Plus I really think it's a great option to keep you from reaching for something like ice cream or chips when those cravings hit.

詹姆斯还发帖称，现在不全力以赴实现自主性将是愚蠢的，埃隆说绝对是。再次强调，要做好准备，面对特斯拉社区的分化。有些人会相信这个愿景，认为特斯拉会解决问题，而另一些人则不会。X公司的工程师内特说，我希望我的特斯拉有个便利贴应用，对此埃隆说没问题。我甚至不需要过渡，因为你们中的许多人都喜欢食用豆浆。这是美国制造的，富含维生素和矿物质，以植物为基础，符合科学，通过硅谷成为世界上最完美的食物，以便程序员和玩家不必中断。是的，他们赞助了这个频道，但我告诉你这玩意像零食一样好吃，所以你要小心。薄荷巧克力味道真好。还有，在你提出之前，如果你看过电影。豆浆是植物，是植物，不是人！尽管豆浆因为在4万人的研究中成为最佳饮食替代品而获得了炒作，但豆浆设法保持了他们的产品价格实惠，在通货膨胀的环境下，我觉得这很令人钦佩。正如我之前所说，我们消费的90%应该是整食，优质食材，有机等等，但是查一下这些数据。我的首选已成为摩卡咖啡口味，含有一些咖啡因，现在在寻找专注，20克蛋白质，无人造口味，无麸质，纯素食，2.83的钾钠比，我重申一下，有时候查一下，每份只有1克糖，并且含有其他38种必需营养素。我知道口味是主观的，但我警告你这些味道非常好，鉴于这个营养概要，在我看来，这是一个非常好的选择，偶尔享用一下。此外，我真的认为这是一个很好的选择，可以帮助你在食欲上来的时候不要去抓冰淇淋或者薯片。

The first 500 people to use my link below and my code electrified 30 will get 30% off their first subscription, the link is below. Enjoy. This morning Tesla released a preliminary proxy statement for the upcoming annual shareholder meeting that's going to be held June 13th in Austin, Texas at 330 central time. The event will be online as well so if you were a Tesla stockholder at the close of business on April 15th of this year within the next week or two you should be getting a letter from your broker with next steps on how to vote. As you see on the screen there are 12 proposals in total that are up for voting three of which are actually stockholder proposals. The board has recommended voting for the first five proposals and against the last seven. Numbers three and four however stand out amongst the rest as three is Tesla moving from Delaware to Texas and then four is ratifying Elon's 2018 compensation plan. If you do want to educate yourself with this multi hundred page document it's incredibly in depth and Tesla was called out for not providing and not being forthcoming enough with certain relationships and disclosures and meetings and planning. Well they did everything they could to rectify that with this document. It's going to be way too much for most people so my advice would be look at the proposals and then pick the few that mean the most to you and then if you do want to learn more or you need info about how you want to cast your vote use the table of contents to click around and get to that specific part.

使用我下面的链接和我的代码“electrified30”有优惠30%折扣的前500人，链接如下。享受吧。 今天早上，特斯拉发布了即将举行的年度股东大会的初步代理声明，将于六月13日在德克萨斯州奥斯汀330中央时间举行。这个活动也将在线进行，所以如果您是今年4月15日闭市时的特斯拉股东，在接下来的一两周内，您应该会收到您的经纪人寄来的关于如何投票的下一步的信函。屏幕显示的是总共有12个提案需要投票，其中有三个是股东提案。董事会建议投票支持前五项提案，反对最后七项提案。然而，编号为三和四的提案在其中脱颖而出，其中三是特斯拉从特拉华州搬迁到德克萨斯州，四是批准埃隆2018年的薪酬计划。如果您想了解这份数百页的文件，它是非常深入的。特斯拉被批评没有提供足够的关系、披露和会议规划信息。他们尽力通过这份文件来纠正这一点。对大多数人来说，这将是太多了，所以我的建议是看看这些提案，然后挑选出对您最重要的几个，然后如果您想了解更多信息，或者需要关于如何投票的信息，请使用目录点击相关部分。

As always you should definitely vote your shares as you see fit. I just feel obligated to say this if somehow the vote does not go in Elon's favor and this 2018 complaint does not get ratified that leaves major question marks for Elon's future at Tesla and not only that but there could be some major financial implications as you're about to find out and because I'm still seeing people out there that for some reason don't think this is true here it is in plain language in the document because the Delaware court second guest our decision us voters Elon has not been paid for any of his work for Tesla for the past six years that plan was 100 percent performance based it was all stock options and all of those options right now have been taken away from Elon just so you know Tesla formed this special committee to put together this document it was originally going to be Kathleen Wilson Thompson and Joe Gebia but Gebia recused himself and then Tesla brought on a few advisors

像往常一样，您应该根据自己的意愿投票。我只是觉得有义务说，如果投票结果不顺利，2018年的投诉未能获得通过，那会给埃隆在特斯拉的未来留下重大疑问，不仅如此，还可能会有一些重大的财务影响，您即将了解到，因为我仍然看到一些人不知道原因地认为这不是事实，这就是文件中清晰的表述，特拉华州法院反对我们的决定，我们选民，埃隆在过去的六年里都没有收到特斯拉工作的任何报酬，计划完全基于绩效，全部是股票期权，目前所有这些选项都被从埃隆那里收回，作为您的信息，特斯拉成立了这个特别委员会来起草这份文件，最初是凯瑟琳·威尔逊·汤普森和乔·盖比亚，但盖比亚退出了，然后特斯拉带来了一些顾问。

I spent a lot of the day reading through this just so you could understand some of the most important points on Tesla changing its incorporation from Delaware the special committee initially considered all US states as well as the possibility of incorporating outside the US after narrowing things down to Texas and Delaware the committee said there were three differentiating factors Texas is Tesla's home state they of course have plenty of operations in the state Texas statutory law on corporate constituencies would better align with Tesla's mission driven culture and Delaware has an established and respected business court and the largest body of corporate case law in the country whereas Texas just created a business court the committee balanced these considerations and concluded that in its business judgment it's in the best interest of Tesla and all of its stockholders for the company to reincorporate in Texas they also concluded based on the advice of its financial and academic advisors that there was no convincing evidence that reincorporating Texas would affect Tesla's market value it's minor but relocating to Texas will save Tesla $250,000 per year in franchise tax payments on Texas having less established case law

我花了很多时间阅读这些内容，这样你就能理解一些有关特斯拉公司将注册地址从特拉华州改为得克萨斯州的重要点。特别委员会最初考虑了所有美国州以及在得克萨斯州和特拉华州注册的可能性，最后将范围缩小为得克萨斯州和特拉华州。委员会表示有三个不同点：得克萨斯是特斯拉的总部所在地，他们在该州有大量运营；得克萨斯州法律上的公司利益规定将更好地符合特斯拉的使命驱动文化；特拉华有一家成熟和受尊敬的商事法庭，是全国拥有最全面的公司案例法的州，而得克萨斯刚刚成立了一家商事法庭。委员会权衡了这些因素，得出结论认为，在其商业判断中，特斯拉和所有股东的最佳利益是公司重新注册到得克萨斯。他们还根据财务和学术顾问的建议得出结论，没有令人信服的证据表明重新在得克萨斯注册会影响特斯拉的市值，虽然相对次要，但将总部迁至得克萨斯每年将为特斯拉省去25万美元的特许税支付，因得克萨斯州公司案例法不如特拉华州具有完善。

they said Texas's silence in these areas does not mean Texas law is or will be meaningfully different from Delaware law Texas courts often look to Delaware law to fill gaps in Texas law one advantage of Tesla moving to Texas according to the committee was that home state incorporation means the legislators and the judges making corporate law and the jury's deciding fact disputes in corporate cases are drawn from the community in which the company operates that's important because the local decision makers in Texas will have a deeper understanding of Tesla's business they also said that Texas unlike Delaware has an express statutory provision that would allow though not require Tesla's directors and officers to consider the company's mission in exercising their fiduciary duties so as many were expecting a bit more flexibility and understanding being in Texas

他们说，德克萨斯在这些领域的沉默并不意味着德克萨斯法律与特拉华州法律或将明显不同。德克萨斯法院通常会参考特拉华州法律来填补德克萨斯法律的空白。委员会认为特斯拉搬到德克萨斯的一个优势是，本州注册意味着立法者、制定公司法的法官和解决公司案件中的事实纠纷的陪审团都来自公司所在社区。这一点很重要，因为德克萨斯当地的决策者将更深入地了解特斯拉的业务。他们还表示，与特拉华州不同的是，德克萨斯有明确的法律规定，可以允许（尽管不要求）特斯拉的董事和高管在履行其受托责任时考虑公司的使命，因此许多人都希望在德克萨斯所处的环境中获得更多的灵活性和理解。

they said scholarship demonstrates a high level of reversal rate for decisions of the Delaware Court of Chancery this focus on precise facts and circumstances means Delaware decisions may be less predictable for an innovative company like Tesla you don't say one of the main risks with Tesla moving to Texas was indeed Delaware having much more extensive case law as again Texas's business courts were just created and will not start hearing cases until September 2024 but again these Texas courts can always lean on established precedent in Delaware and then if you really want to get into the weeds of the differences between Delaware and Texas they laid out this chart that goes on and on for pages for this to be approved they'll be looking for the affirmative vote of a simple majority of the outstanding shares and then we have proposal for which talks about Elon's 2018 comp plan

他们说，奖学金展示了特拉华州商务法庭裁决的高程度的倒转率。对于像特斯拉这样的创新公司来说，这种专注于确切事实和情况的关注意味着特拉华州的裁决可能对其来说不太可预测。你没错，特斯拉搬迁到德克萨斯的主要风险之一确实是德拉华州有更为广泛的案例法，相比之下，德克萨斯的商务法庭刚刚成立，将要直到2024年9月开始审理案件。不过这些德克萨斯法庭也可以始终依靠德拉华州的已建立的先例。如果你真的想深入了解德拉华州和德克萨斯之间的区别，他们列出了这份一页又一页的表格。为了获得批准，他们将寻求以未发行股份中的简单多数的肯定票。接着我们有提议，涉及埃隆2018年的薪酬计划。

we've been over this in the past but if you need a brush up it has all of the information there for you if Elon's comp plan is ratified then all of the deficiencies and any wrongs found by the Delaware court in connection with that performance plan should be cured the 303.9 million options issued to Elon pursuant to that plan will be restored to Elon compensating him for his nearly six years of service to Tesla

我们之前已经讨论过这个问题，但如果你需要回顾，那里面有所有的信息。如果埃隆的薪酬计划得到批准，那么特斯拉的服务期间发现的所有缺陷和任何错误都应该得到纠正。根据该计划发放给埃隆的3.039亿股期权将被恢复给埃隆，作为对他近六年为特斯拉所做贡献的补偿。

and Tesla may be able to argue that the plaintiffs attorneys are not entitled to that five billion dollars of the attorney fee award the special committee decided to fully stand behind Tesla's board as they did not substantively re-evaluate the amount or the terms of Elon's 2018 plan aka they're asking for ratification of the exact same plan with no changes

特斯拉可能会认为，原告律师并没有资格获得法院裁定的五十亿美元的律师费，因为特别委员会决定全力支持特斯拉董事会，他们并没有实质性地重新评估埃隆2018年计划的金额或条款，即他们正在请求对完全相同且无更改的计划进行批准。

this part's really important the special committee noted that dozens of institutional stockholders have unprompted told the company's investor relations team they disagree with tornettas invalidation of the 2018 plan seven institutional stockholders including four of the top 10 felt strongly enough to seek a meeting with the board chair and raise the issue having four of the top 10 biggest institutional investors effectively already on board with Elon's 2018 comp plan is going to go a long way toward getting Tesla that majority vote

这部分非常重要。特别委员会指出，数十家机构股东主动告诉公司的投资者关系团队，他们不同意托内塔对2018年计划的无效。其中有七家机构股东，包括前十名中的四家，对此表示强烈反对，以至于他们要求与董事会主席会面并提出这个问题。有四家前十大机构投资者已经支持埃隆的2018年薪酬计划，这将大大有助于特斯拉赢得多数投票。

and shout out to Alexandra and Amy and everybody else behind this movement they put in the letter more than 6,000 individuals claiming to be stockholders owning more than 23 million shares sent unsolicited letters and emails to the board or to the court supporting the reinstatement of Elon's plan the special committee found this stockholder feedback powerful and persuasive

向亚历山德拉、艾米以及这场运动背后的所有其他人致敬，他们在信中提到，超过6,000名自称持有超过2300万股股票的个人，向董事会或法院发送了未经邀请的信函和电子邮件，支持恢复埃隆的计划。专门委员会发现这些股东的反馈令人印象深刻且具有说服力。

the committee held an interview with Elon and Elon said he wants to be treated fairly and with respect he said he feels he worked extraordinarily hard and made many sacrifices to meet the terms of the deal he made it clear that his ownership interest in Tesla is also very meaningful to him and he confirmed the 2018 comp plan had been motivating and that ratification of it would motivate him to continue devoting time and energy to Tesla

委员会与埃隆进行了面试，埃隆表示希望被公平对待和尊重。他说自己工作非常努力，做出了许多牺牲来达成交易条件。他明确表示他对特斯拉的所有权也非常重要，并确认2018年的薪酬计划一直激励着他继续投入时间和精力到特斯拉。

and don't forget if Elon gets these options back and then exercises them he still has to hold those shares for a period of five years the committee was cognizant of the possibility that its redomestication decision could be wrongly perceived as being made in direct response to the tornado opinion and with the intent to award Elon compensation in a different jurisdiction that he could not get in Delaware that seems like a savvy move by the committee to hold the votes now to avoid that criticism

如果埃隆重新获得这些选择权并行使它们，他仍然必须持有这些股份五年。委员会意识到，其重新设立决定可能被误解为直接响应龙卷风意见，并且具有在其他司法管辖区给予埃隆补偿的意图，而德拉华州不可能做到。委员会现在进行投票似乎是一个明智的举动，以避免这种批评。

now here's where things get serious and we really have to think about the future of Tesla if this goes south if it's not ratified Tesla may need to negotiate a replacement comp plan with Elon and that could likely take substantial time in light of all of the criticisms of the 2018 plan in light of the committee's interview with Elon they said any new plan would need to be of a similar magnitude to the 2018 plan and listen to this when talking about a hypothetical replacement plan for the one in 2018 they said for illustrative purposes this new grant of 300 million fully vested options the functional equivalent of what Elon had before that Delaware decision could potentially result in an accounting charge in excess of 25 billion dollars with a B depending on certain timing and valuation factors

现在事情变得严肃起来，我们真的需要考虑特斯拉的未来，如果事情出了问题，如果这个计划没有通过，特斯拉可能需要与埃隆谈判达成一项替代性的薪酬计划，这可能需要相当长的时间，考虑到2018年计划受到的所有批评，鉴于委员会对埃隆的访谈，他们说任何新计划都需要与2018年计划的规模相似，听着，当谈到替代2018年计划的假设性计划时，他们说为了举例说明，这300万全额认股期权的新授予，与埃隆之前拥有的相当，可能导致超过250亿美元的会计费用，具体取决于某些时间和估值因素。

any replacement compensation plan would likely have to be less than 10% of the size of the 2018 award to avoid a new accounting charge for compensation expense that's greater than the reversal of the 2018 charge translation if Tesla has to come up with a replacement plan for the 2018 award it's not going to go well for Elon and wrapping this up the ratification could also be challenged in these novel circumstances by stockholders both before and after the vote so unfortunately even a favorable ratification vote by stockholders may not fully resolve this matter the committee could not predict with certainty how a vote to ratify this plan would be treated under Delaware law under these novel circumstances

任何替代的补偿计划很可能需要小于2018年奖励金额的10%，以避免出现比2018年费用逆转更大的补偿费用的会计费用。如果特斯拉必须为2018年奖励制定替代计划，对埃隆来说不会很顺利。总的来说，股东投票后，批准也可能会在这些新情况下受到挑战，所以不幸的是，即使股东作出了有利的批准投票，也可能无法完全解决这个问题。委员会无法确定在这些新情况下，特拉华法律如何对待批准此计划的投票。

right here the ratification could get subsequently overturned and the Delaware court or a different one may find the ratification is not fair to stockholders i'm not a lawyer but reading through a lot of this document i feel like it would be very difficult to argue that these shareholders were not actually informed this time around with this document they also clarified right now there is no such new compensation plan planned by Tesla just one more time for good measure elon has not received compensation in nearly six years honestly how would you feel if you sacrificed for a company for six years and then the shareholders decided to vote against you getting compensated for that time when originally everybody voted for it that paired with the fact that elon still wouldn't have the level of ownership he feels comfortable having at tesla to develop ai at the company is not good for tesla's future this is really only step one in a process that may take the next 12 to 18 months to actually come to a final solution tesla and the board are officially appealing to delaware decision but that's going to take time to play out this cloud of uncertainty will most likely linger into 2025 but for now we just have to focus on step one which is the voting

在这里，批准可能随后被推翻，特拉华州法院或其他法院可能认为这种批准不公平对股东来说。我不是律师，但通过阅读很多这份文件，我觉得很难争辩说这些股东实际上没有得到通知。通过这份文件，他们还澄清了目前特斯拉并没有计划任何新的补偿计划，只为了进一步确认，埃隆已经近6年没有领取过薪酬。老实说，如果你为一家公司牺牲了六年，然后股东决定反对你得到补偿，你会有什么感受？起初每个人都投票赞成，但与此同时，埃隆仍然没有获得他在特斯拉发展人工智能时感到舒适的所有权水平，这对特斯拉的未来不利。这实际上只是一个可能需要下一个12到18个月才能最终找到解决方案的过程中的第一步。特斯拉和董事会正式向特拉华州的决定提出上诉，但这需要时间来解决。这种不确定性的阴影很可能会持续到2025年，但现在我们只能专注于第一步，也就是投票。

tesla does have a new website support tesla value dot com covering some of the main highlights from that proxy document i'll have this linked below be on the lookout for that communication from your broker on the next steps on how you can vote and then if you're in europe i'll have this thread below with some information on what you'll need to do to actually be able to vote your shares i'd love to know how leo plans to vote as he just boosted his share count to 27.6 million a cool 4.3 billion dollars again definitely vote your shares as you see fit but i am not going to be shy about sharing where i stand don't forget elon helped generate a 10x return in tesla stock from the beginning of 2019 through 2023 and that's after the tesla stock underperformance as of late for all of that work and all of that shareholder value created elon has received zero dollars in my humble opinion the sooner we can get elon paid and a new compensation plan it may be created once tesla is able to move into texas then deal with the texas courts the faster that all happens the better things will be for tesla stock just one day after boston dynamics retired the hydraulic atlas today they unveiled a fully electric version and as we speculated this one is designed for real world applications hunday is the majority owner of boston dynamics and they will be building the next generation of automotive manufacturing capabilities this will serve as a perfect testing ground for the new atlas applications this coming from a press release from boston dynamics it's also somewhat ironic the prior version of atlas was not a good apples to apples comparison with optimus but it sounds like the new electric version that has an automotive based future may actually be boston dynamics also has spot and stretch which they've already made deployments of and they said similar to those rollouts they'll be partnering with a small group of innovative customers starting with hunday to test and iterate atlas applications over the next few years the prior version of atlas could already lift and maneuver a wide variety of heavy irregular objects and they're continuing to build on those existing capabilities and they're now exploring several new gripper variations so far bd has over 1500 deployments of their spot robot we don't know a whole lot about bd on the software ai side but they were talking about reinforcement learning and computer vision and they said they recently launched their orbit software which provides a centralized platform to manage your entire robot fleet as we've been talking about the humanoid space is heating up very quickly and yes this video is impressive the range of motion seems great i still want to see what those hands can do

特斯拉确实有一个新的网站support tesla value dot com，涵盖了一些来自代理文件的主要亮点。我会在下面提供链接，请留意您的经纪人发来的与投票下一步相关的通知。如果您在欧洲，我会在下面提供一些信息，告诉您实际上需要做什么才能投票。我想知道Leo打算如何投票，因为他刚刚将股份增加到了2760万股，价值43亿美元。当然，请根据自己的意愿投票，但我不会掩饰我自己的立场。不要忘记，自2019年初至2023年底，特斯拉股票经过表现不佳后，马斯克帮助创造了10倍的回报，而这是全部工作和股东价值创造中，马斯克一分钱也没有得到。在我看来，只要我们能够让马斯克得到报酬并制定一个新的薪酬计划（这可能会在特斯拉能够进入德克萨斯州之后创建，然后处理德克萨斯州法院的问题），情况越快解决，对特斯拉股票就越有利。就在波士顿动力公司退役液压Atlas机器人的第二天，他们推出了一个全电动版本，正如我们所推测的，这个版本是为实际应用而设计的。现代汽车是波士顿动力公司的多数股东，他们将构建下一代汽车制造能力。这将成为新Atlas应用的完美测试场所。波士顿动力公司发表的新闻稿提到，先前版本的Atlas虽然无法与Optimus进行逐苹果比较，但似乎新的电动版本，具有基于汽车的未来，实际上可能是波士顿动力公司的产品。波士顿动力公司还有Spot和Stretch，他们已经进行了部署，并表示，类似于这些投放，他们将与一小部分创新客户合作，首先与现代汽车合作，以在未来几年内测试和改进Atlas应用。先前版本的Atlas已经可以举起和操作各种重型不规则物体，他们正在继续建设这些现有能力，并且正在探索几种新的夹具变体。到目前为止，波士顿动力公司已经实现了1500多次部署他们的Spot机器人。关于波士顿动力公司在软件人工智能方面，我们了解不多，但他们谈到强化学习和计算机视觉，并表示，他们最近推出了他们的轨道软件，该软件提供了一个集中平台来管理整个机器人技术团队。正如我们一直在谈论的，人形机器人领域进展迅速。是的，这个视频令人印象深刻，运动范围似乎很大，但我仍然想看看那些手能做什么。

this one is for ice vehicles but the phantom braking is not just a tesla problem honda is apparently struggling with this as well nitza has received over 1200 complaints and there were 50 reported injuries and 31 crashes the executive chair of four just said the lack of visibility into policy is a major challenge for the auto industry our planning time frame as a company is a lot longer than election cycles the problem is when we're whipsawed back and forth we can't turn on a dime this yet another challenge for legacy auto during an election year having that extra level of uncertainty given that biden and trump are kind of opposites when it comes to evs

这是为冰雪车辆打造的，但幽灵制动不仅仅是特斯拉的问题，本田似乎也遇到了同样的困境，尼揭撒收到了超过1200起投诉，其中有50起报告的受伤案例和31起事故。法尔公司的执行主席表示，缺乏对政策的清晰认识是汽车行业面临的主要挑战，我们公司的计划时间框架远远超过选举周期，问题在于当我们被左右摇摆时，我们无法立刻改变方向。这对于传统汽车制造商在选举年面临又一个挑战，由于拜登和特朗普在电动汽车问题上代表了两种截然不同的观点，使得不确定性水平增加了一道额外的难题。

as of today rivian is starting a new round of layoffs something they did earlier this year in february rivian said this was a difficult decision but it won to support our goal to be gross margin positive by the end of the year it's still unknown the scale of the reduction this time around they also said until the end of april there are one t and r1s orders will include a complementary stealth ppf valued at $5,000 rivian also confirmed the trimotor variant and a new premium trim level for the 2025 versions of the r1s and r1 t to the rivian layoff news elon said inevitable google maps is now releasing some ev charging features of their own they'll basically be helping drivers find good places to charge and not only see them on the map but understand how to navigate to certain sites that can be hard to find users will be able to leave a review of each site which would actually be a pretty sweet feature for tesla especially if you could sort by most recent

截至今天，Rivian正开始一轮新的裁员，他们在今年2月也做过类似的事情。Rivian表示这是一个艰难的决定，但是这是为了支持我们在年底实现毛利率为正的目标。目前还不清楚这次裁员的规模。他们还表示，直到4月底，所有R1T和R1S订单将包括价值5000美元的免费隐形保护膜。Rivian还确认了拥有三电机的变体以及2025年版R1S和R1T的新高级配置。关于Rivian的裁员新闻，埃隆表示这是不可避免的。谷歌地图现在也发布了一些电动汽车充电功能，他们将帮助司机找到好的充电地点，并不仅在地图上看到它们，还能了解如何前往某些难以找到的地点。用户将能够对每个地点留下评论，这对特斯拉来说将是一个相当不错的功能，尤其是如果能按最新排序。

tesla stock closed the day at $155.45 down 1.06% while the nazdak was down 1.15%. it was a lower volume day trading about 12 million shares below the average volume the past 30 days don't forget check out soilent linked below if you're interested hope you guys have a wonderful day 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 you

特斯拉股票收盘价为155.45美元，下跌了1.06%，而纳斯达克指数下跌了1.15%。当天的成交量较低，约为1200万股，低于过去30天的平均成交量。如果你感兴趣，不要忘记查看下面链接的Soilent！希望大家有一个美好的一天，请喜欢这个视频，如果你喜欢的话。你可以在下面找到我的x链接。非常感谢所有我的 patreon 支持者。