Tesla Investors: Get Ready / Ford Gets $9.2B, Thanks Tesla / Elon vs. Zuckerberg ⚡️

Welcome to Electrified, it's your host Dylan Loomis, so Rob did a good job covering this last night, but I do want to add a few things and we got some new updates from Elon and the team as well. This is certainly worthy of our time and the importance of this cannot be overstated.

欢迎来到Electrified，我是主持人Dylan Loomis。昨晚Rob已经很好地介绍了这个话题，但我还想补充一些信息，而且我们也从埃隆和团队那里得到了一些新的更新。这绝对值得我们花时间去关注，其重要性不容忽视。

To bring everybody up to speed quickly, Tesla Dojo is just its in-house, custom designed supercomputer that's built for a specific purpose. In this case, training Tesla's FSD beta and its neural networks. Which of course requires training massive amounts of video data, and Tesla's Dojo is indeed modular. So rather than having to go to companies like Nvidia to buy GPUs, where the prices are extremely high right now, Tesla now has its own training system where the plan is to be more effective than any options that are available off the shelf anywhere else.

为了让大家迅速了解，特斯拉的Dojo只是一台内部自定义设计的超级计算机，专为特定目的而建造。 在这种情况下，是用于训练特斯拉的FSD beta和神经网络，这当然需要大量的视频数据培训，而特斯拉的Dojo确实是可模块化的。 因此，特斯拉现在拥有自己的培训系统，无需去像Nvidia这样的公司购买GPU，那里的价格现在非常高，计划要比任何其他现成选项更有效。

And we learned last night that Dojo has been online and running useful tasks for a few months. So not only are we about to see Tesla's Dojo enter some higher volume production starting next month, but presumably it's about to actually start training Tesla's FSD beta and all of that video data, which is exactly its intended purpose.

昨晚我们得知Dojo已经在线并运行了一些有用的任务。因此，不仅我们即将看到特斯拉的Dojo从下个月开始进入更高产量的生产，而且它很可能正准备开始培训特斯拉的FSD beta和所有视频数据，这正是它的预期目的。

We've heard in the past that Tesla's hardware 3 will be 2-3 times safer than a human, hardware 4 could be 5-6 times safer, and Elon was asked will hardware 5 achieve the 10 times safer than a human target, to which he said that's my best guess. This is one of the reasons I tell people if you're on the fence and you have the ability to wait to get your Tesla, it may be wise to wait to acquire hardware 4. And if it wasn't obvious already as Tesla Dojo continues to scale and over time starts maybe replacing some of these Nvidia GPU clusters is going to give Tesla much more freedom, eliminating that bottleneck of relying on a third party supplier.

在过去，我们听说特斯拉的硬件3将比人类更安全2-3倍，硬件4可能更安全5-6倍，有人问伊隆，硬件5是否会达到比人类更安全10倍的目标，他说这是我最好的猜测。这是我告诉人们，如果你还在犹豫，而且有能力等待购买特斯拉，那么等待获得硬件4可能是明智的原因之一。如果还不明显，特斯拉Dojo继续扩展并随着时间的推移开始替换一些Nvidia GPU集群将使特斯拉更加自由，消除依赖第三方供应商的瓶颈。

Not to mention over time training that data faster, better, more efficiently at a lower cost because it's purpose built. And don't forget as Nvidia's business continues to blow up on its own, it could be incrementally harder for Tesla to get the GPUs that it needs. Going from previously weeks to train certain data sets may be down to a few hours once Dojo is up and running, we could see Tesla's flywheel when it comes to FSD accelerate quickly.

不仅如此，由于它是量身定制的，它可以更快、更好、更高效地训练数据，并以更低的成本。此外，要不忘记，随着Nvidia业务的继续发展壮大，特斯拉可能越来越难以获得所需的GPU。一旦Dojo开始运行，之前需要几周才能训练特定数据集的时间可能会缩短到几小时，我们可以看到特斯拉在全自动驾驶方面的发展将会迅速加速。

Simple explanation for Tesla's Dojo, we already know Tesla has the most real world data when it comes to training for full self driving of any company on the planet and it's really not that close. Well Tesla is about to pair all of that data by now also having the most compute power of potentially any company on the planet, at least that's the trajectory that they foresee over the next one or two years.

特斯拉的Dojo简介：我们已经知道，相较于其他公司，特斯拉在训练全自动驾驶方面拥有最多的真实世界数据，而且差距非常大。现在，特斯拉计划通过拥有全球最强的计算能力来整合这些数据，至少在未来一到两年内，他们预见这将成为一项趋势。

And as we just talked about that compute power is going to be very specifically designed to solve full self driving. So when you pair all of that real world data with all of that compute power, that's a very potent combination for solving full self driving. That's part of why I want to be on the record now as saying I believe Tesla will solve generalized autonomy full self driving anywhere first and no one else will be close.

正如我们刚刚讨论的那样，计算能力将被专门设计用于解决全自动驾驶。因此，当你将所有真实世界的数据与所有计算能力相结合时，就会形成一个非常强大的组合来解决全自动驾驶。这也是为什么我现在想要表态，我相信特斯拉将首先解决普遍自主全自动驾驶的问题，没有其他公司能够接近。

The only way any other company is going to have it near Tesla's timeline is if Tesla licenses their FSD. No one has the data and now nobody's about to have the compute power either. Naturally we get this article from Bloomberg today, Wall Street warning Tesla investors they're too optimistic about Tesla's artificial intelligence credentials. I would just say we'll come back to this in a few years and I'm pretty sure this is going to age like milk.

只有Tesla授权其全自动驾驶系统(FSD)，其他任何公司才有可能与Tesla的时间表相近。没有人拥有这些数据，而现在也没有人有足够的计算能力。然而今天彭博社发表了一篇文章，警告华尔街警惕Tesla投资者对其人工智能技术和能力的过于乐观。我只能说，我们可以在未来的几年回头看看，我相信这篇文章将会像变质的牛奶一样被淘汰。

I do just have to point out Gary Black is saying Tesla may start licensing out its dojo AI capabilities in 2024. Personally, I don't think so. This sounds like much more of a dojo version to type of business line and I think Tesla is going to be focusing on full self driving first using it for in house purposes before it starts licensing any type of dojo tech.

我必须指出Gary Black正在说特斯拉可能会在2024年开始许可其道场人工智能能力。就我个人而言，我不认为会这样。这听起来更像是一种道场版本的业务线，我认为特斯拉将首先专注于完全自主驾驶，并在内部使用它，然后再开始许可任何类型的道场技术。

And no, I didn't forget I was just saving it for last but everything we just talked about may also somewhat easily transfer over to Tesla's optimus in solving for robotics. A choke said Tesla has the perfect setup to solve robotics. Going over what we talked about it's the best place for any engineer to be right now. And that tweet thread from the Tesla AI account yesterday. Well, a choke said the generative model featured here was just two engineers hacking for a couple of weeks.

不，我没有忘记它，只是想把它留到最后，但我们刚才谈到的一切也可以很容易地转移到特斯拉的Optimus，用于解决机器人问题。一位名为“Choke”的人说，特斯拉拥有解决机器人问题的完美设置。从我们谈过的内容来看，现在对于任何工程师来说都是最好的地方。还有昨天特斯拉人工智能账户发的推文线程。嗯，一个名叫“Choke”的人说，这里展示的生成模型只是两个工程师在几周内的“hack”。

Elon has said he prefers the technical interview so I think it's time Elon sits down with Lex to give us an update on dojo and the state of Tesla's FSD. For what it's worth, Lex is already on board. He said I agree. Elon and I have been meaning to do another podcast for a while. There's lots of exciting engineering developments to catch up on.

Elon称他更喜欢技术面试，因此我认为现在是Elon坐下来与Lex交流有关dojo和Tesla FSD的最新情况的时间了。这也是值得一提的，Lex已经表示同意了。他说：“我同意。Elon和我一直想再做一个播客节目很久了。有很多令人兴奋的工程进展需要我们更新。”

If you've been online at all the past 24 hours, you've probably seen that it looks like Mark Zuckerberg and Elon are both pretty serious about getting in an octagon and fighting each other potentially in Vegas. Historically, Elon and Zuckerberg really haven't got along. Elon said Instagram makes people depressed and he called Facebook lame saying that he doesn't use Facebook and he never has and he said what's at which is owned by meta. Then on the other side we have Zuckerberg who has in the past blamed Elon for failed space ex launches and he's called Elon irresponsible for some of his comments that he made about AI. Hopefully if this ever even happens it's more of a celebrity exhibition maybe for charity with headgear and safety measures taken because honestly we have to protect Elon's head at all costs. And I'm sure many of you would side with Elon's mom and her idea for this fight.

如果你在过去24小时内上过网，你可能已经看到马克·扎克伯格和埃隆都非常认真地想要在八边形笼中搏斗，可能在拉斯维加斯。历史上，埃隆和扎克伯格实际上并不合得来。埃隆说Instagram让人们沮丧，他还说Facebook很差，他从不使用Facebook，也从来没有用过，他说的是所属于meta的东西。另一方面，我们有扎克伯格，过去他曾责怪埃隆的太空探索发射失败，他还称埃隆在评论人工智能方面有些不负责任。希望如果这件事情真的发生了，它会更多地成为一场名人表演慈善赛，配备头盔和安全措施，因为我们必须以所有成本保护埃隆的头部。我相信许多人会和埃隆的母亲以及她对这场比赛的想法站在一起。

And on pothole detection avoidance Elon said yes that is coming. We prioritize safety before convenience. Elon also said actually smart auto-wiper software releases in about 3 weeks taking us to mid-July. And he said our patented actually smart summon is probably a month or two after that. Glad to see they're still having fun.

关于路面坑洞检测和避免，埃隆表示这个功能正在开发中。我们始终将安全放在首位，而不是方便性。埃隆还表示，我们的智能自动擦雨器软件将在约三周后发布，预计将在七月中旬推出。他还表示，我们的授权智能召唤功能可能会在一个或两个月后上市。很高兴看到他们仍然有乐趣。

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大多数人都知道我是“电化学家”，但我之前在健身行业工作了四年。我告诉你这个是因为我见过了保健品行业的深度，善良的人们正在受到欺骗。这也是我热切想分享这个视频赞助商AG1的原因。AG1是一种以科学为驱动的营养饮料，含有维生素、益生菌和微量营养素。正如我之前所说，AG1已经成为Lex Friedman的基本营养品，而我已经关注了Lex多年，这基本上告诉我我需要知道的一切。如果你去看看它，关注以下几个方面。首先，你的肠道健康。这种饮料含有预生物和益生菌，配合植物酶，可以支持消化。如果你上瘾了咖啡，AG1可能是你减少咖啡因的答案。它含有紫红花、B族维生素和镁。关注你的能量水平，也许你可以避免咖啡因的崩溃。关注你的皮肤、头发和指甲，AG1含有生物素和锌。所以，我们可以说我仍然是这个产品的粉丝，有足够的原因。我知道每个人都不同。我有一个新链接，它是drinkag1.com/electrified，链接在下面。你可以去拿5个旅行包和1年供应的维生素D3K24免费。支持我的频道，但更重要的是支持你的健康。双赢。

We finally get an update on the Tesla nickel deal with Talon Metals in Minnesota. They just filed paperwork on Wednesday to launch their environmental review process. If everything is approved then they can start supplying Tesla with nickel. The project is already facing pushback from the locals talking about potential impacts on water resources and native communities in the area. The plan if approved would be for Talon to supply Tesla with nickel concentrate and smaller quantities of coal bolt and iron from the mine over 6 years. Unfortunately all of those talks about expediting the permitting process in North America have not come to fruition because Talon is hoping their mines design will speed things up so that they could enter production in 2027.

我们最终获得了有关特斯拉与明尼苏达州塔伦金属公司镍交易的最新消息。他们在周三提交了文件，以启动环境审查过程。如果一切得到批准，他们就可以开始向特斯拉供应镍。该项目已经面临当地居民的反对，担心可能对该地区的水资源和土著社区产生影响。如果获得批准，塔伦将在6年内向特斯拉提供镍浓缩物以及来自矿山的小量煤泥和铁。不幸的是，所有关于加速北美许可程序的谈话都没有实现，因为塔伦希望他们的矿山设计可以加快审批进程，以便他们在2027年开始生产。

SJV Tesla on Twitter spotted two Tesla Cybertrucks being transported along the freeway. The Cybertruck already has so many problems. I mean look at this they can't even drive themselves on the freeway they're probably broken down with all kinds of problems CGI stupid truck. I didn't really find anything exciting to share but I know most of us are Cybertruck fiend so wanted to at least pass it along. And this picture was shared on Twitter by S.E. Robinson of two Cybertrucks both with a camo wrap. They're multiplying and it could be the same one we saw previously but yes around steering wheel. I don't know about you guys but I am very ready for a Cybertruck spec event.

在Twitter上，SJV Tesla发现有两辆特斯拉Cybertruck正在高速公路上被运载。Cybertruck已经有太多问题了。我是说看看这个，它们甚至不能在高速公路上自动驾驶，它们可能因各种问题而故障了。CGI愚蠢的卡车。我并没有真正找到什么值得分享的东西，但我知道我们大多数人都是Cybertruck的狂热爱好者，所以至少想把它传出去。同时，这张照片是由S.E. Robinson在Twitter上分享的，两辆带有假装伪装的Cybertruck。它们正在繁殖，可能是我们之前看到的同一辆，但确实正面看来像是有方向盘。我不知道你们怎么想，但我已经非常期待Cybertruck的发售活动了。

In the latest Tesla stock note from Morgan Stanley he said we have yet to see another OEM that's been able to rival Tesla with an EV that offers current attractive unit economics. The Tesla hegemony established in the West has made the company seemingly invulnerable to competition up to this point. The Gemini is really just leadership or market dominance adding Tesla remains a must own company in any EV portfolio. You don't say.

在摩根斯坦利最新的特斯拉股票报告中，他说我们还没有看到另一个汽车制造商能够与特斯拉匹敌，提供具有吸引力的电动汽车单元经济性。特斯拉在西方建立的霸权使其似乎无法被竞争击败。其领导地位或市场占有率的增加使得特斯拉仍然是任何电动汽车投资组合中必须拥有的公司。显然是这样的。

We got JD powers 2023 United States initial quality study in terms of brand ranking this is just problems per 100 vehicles. At the top of the list you'll find companies like Dodge and Ram with the least number of reported problems from this survey. Scrolling all the way down the list you'll find Tesla and Polestar bringing up the rear. Then Polestar have the carrot symbols next to their names and are essentially off the ranking list because Tesla has historically limited customer access to these types of surveys. More like protects their customers from these surveys.

我们获得了JD Powers 2023年美国品牌排名初步质量研究，这仅是每100辆车的问题数量。在榜单的顶部，您会发现像道奇和兰卡这样的公司，从这项调查中报告的问题数量最少。滚动到榜单的最下面，您会发现特斯拉和极星排名垫底。然后，极星旁边有胡萝卜符号，实际上已经被排名列表排除在外，因为特斯拉历史上限制了客户参与此类调查的机会。更像是保护他们的客户免受这些调查的影响。

I'll have this linked below if you want to dive in on your own but just so you know the main takeaway is that a lot of these companies that are implementing the most new technology the Tesla's the Polestars the EV companies along with the most driver assistance features tend to have some of the highest problem ratings one because a lot of these customers aren't adapted to the new technology and of course it's just more things to go wrong more error warnings and things of that nature. This survey was based on data from 93,000 participants in their first 90 days of car ownership both owning and leasing.

如果您想自己深入了解，我会在下面提供相关链接。但请注意，最重要的是，许多正在实现最新技术的公司，例如特斯拉、Polestar和电动汽车公司，以及最具驾驶员协助功能的公司，往往拥有最高的问题评级。其中，一个原因是很多客户还未适应新技术；另一个原因是更多的问题和错误警告等原因。这项调查基于9.3万名车主和租户在前90天内的数据。

Here we have it Ford is about to get $9.2 billion from the government for its EV plans mainly in the blue oval agreement that's the partnership between Ford and South Korea's SK. This would be the biggest government backing for United States automaker since the bailouts in the 2008 financial crisis. So basically taxpayers are going to be providing low interest loans for these projects. This money will be coming from the loan program office that's dispersed about $33 billion over the past 14 years but since the IRA passed the total amount now available for lending through the LPO is around $400 billion. It should be noted last year this office the LPO gave $2.5 billion to the Altium sales joint venture between GM and LG.

福特将从政府获得92亿美元的资金用于其电动车计划，主要是在福特和韩国SK之间的蓝色椭圆协议中。这将是自2008年金融危机救助以来美国汽车制造商最大的政府支持计划。基本上，纳税人将为这些项目提供低利贷款。这笔资金将来自贷款计划办公室，该办公室在过去14年中分散了约330亿美元，但自IRA通过以来，可用于贷款的总金额现在约为4000亿美元。需要注意的是，去年，该办公室向通用汽车和LG之间的Altium销售合资企业提供了25亿美元的支持。

I just find it interesting that so many people made such a fuss about Tesla getting $465 million about a decade ago that they paid back early. Now we have Ford getting almost $10 billion and GM getting $2.5 billion who knows if they'll pay it back and nobody seems to say a word. So the purpose of this program really is to serve emerging companies trying to scale up new technologies. I would argue a battery factory really isn't a new technology at least what Ford and SK are presumably working on but I do understand the aim of trying to onshore the entire battery supply chain which yes I know is crucial for the United States.

我觉得很有趣的是，十年前人们对于特斯拉获得4.65亿美元的贷款大惊小怪，而且他们提前偿还了。而现在福特公司得到了近100亿美元的贷款，通用汽车得到了25亿美元的贷款，但谁也不知道他们会不会偿还这些贷款，也没有人说一句话。所以，这个项目的目的真正是为了服务那些试图扩展新技术的新兴公司。我认为，电池工厂并不是一项新技术，至少福特和SK正在从事的工作不是，但我理解试图将整个电池供应链转移回国是至关重要的。

Why do Ford and GM have Tesla to thank for these low interest loans? The department themselves said when we bet on Tesla it was not in an enabling environment. That environment was one where people thought EVs had no place. Today the reason people can borrow money for EVs is because Tesla is so successful. And I hope the LPO and all of the taxpayers don't have to learn the hard way that Tesla really is one of one just because they're successful with EVs does not guarantee anything for any other company.

福特和通用汽车需要感谢特斯拉提供的低息贷款吗？能源部门自己说，当我们选择特斯拉时，这并不是一个能扶持电动汽车的环境。在那个时代，人们认为电动汽车没有市场。今天，人们能够借到买电动汽车的钱，是因为特斯拉大获成功。我希望LPO和所有纳税人不会从特斯拉的成功中得到不幸的教训，因为特斯拉在电动车方面如此成功，这并不能为任何其他公司提供保证。

The Lordstown Motors story which will undoubtedly make for an excellent documentary in the failed SPAC category one day the founder and CEO Steven Burns has now sold his entire stake in Lordstown. Just an absolute mess all around.

洛德斯敦汽车公司的故事毫无疑问将会成为一个非常出色的纪录片，介绍SPAC失败的类别。公司创始人兼首席执行官史蒂文·伯恩斯现已出售了他在洛德斯敦公司的全部股份。无论从哪个方面看，这都是一个绝对的混乱。

Don't forget check out AG1 links below if you haven't already. I'm sure Lex would say the same.

如果你还没有查看AG1下面的链接，请不要忘记。我相信莱克斯也会这么说。

Hope you guys have a wonderful day. Please like the video if you did and a huge thank you to all of my patreon supporters.

希望你们度过愉快的一天。如果你们喜欢这个视频，请点赞，并向所有赞助我的 patreon 支持者表示由衷的感谢。