Upheaval at Tesla: What's Really Going On ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to Manuis Patrons, Geno and RS. Thank you for choosing to support the channel. A few quick things to mention before we get into the Peevel taking place at Tesla right now. Tesla announced their Model S Plaid Sport seats. Just a good sign Tesla is still investing resources into their flagship products. If you're new, Tesla actually manufactures their own seats, something most automakers do not do.

欢迎来到《电气化》，我是您的主持人迪伦·卢米斯，特别感谢曼尼斯的赞助者Geno和RS。感谢您选择支持本频道。在我们开始讨论特斯拉最新动态之前，有几件事情要提一下。特斯拉宣布推出了他们的Model S Plaid Sport座椅。这是一个好迹象，表明特斯拉仍在投入资源到他们的旗舰产品上。如果您是新观众，特斯拉实际上是自己制造座椅的，这是大多数汽车制造商不会做的事情。

And although SNX are a small part of overall volume, it's nice having those flagships for 3 and Y buyers to eventually be able to upgrade too. Having them available does slightly boost margins, and it also provides that Halo effect for Tesla having these higher performance vehicles. To date, I had been taking Elon at his word when it came to the price of FSD in May 2020, he said it'll continue to rise as the software gets closer to FSD capability with regulatory approval. At that point, the value of FSD is probably somewhere in excess of $100,000. But as with many things in life, things change.

虽然SNX只是整体销量的一小部分，但对于3和Y的购买者来说，有这些旗舰车型最终可以升级也是件好事。它们的存在略微提升了利润率，并为特斯拉提供了这种高性能车辆的光环效应。 目前，我一直信任埃隆在2020年5月关于全自动驾驶（FSD）价格的承诺，他说随着软件接近FSD功能的认证获得，价格将继续上涨。在那一点上，FSD的价值可能超过10万美元。但正如生活中的许多事情一样，事情是会变化的。

Now the question becomes, what will this do to the take rate? Sadly, that data has been pretty opaque from Tesla. I know a lot of people complain about the $12,000 one time price, especially now relative to the new monthly option, but if Tesla does solve autonomy here in the next two years, that $12,000 purchase will seem like a steal. With that said though, given the current state of affairs, I do honestly think Tesla should allow those that paid $12,000, the early adopters, the OG Tesla supporters, the option to transfer that to a new vehicle.

现在问题是，这将对接受率产生什么影响？遗憾的是，特斯拉提供的数据相当模糊。我知道很多人对12000美元的一次性价格抱怨很多，尤其是现在相对于新的月租选项，但如果特斯拉在未来两年解决了自动驾驶技术，那么那12000美元的购买将会显得很划算。话虽如此，鉴于目前的情况，我真的认为特斯拉应该允许那些支付了12000美元的人，早期用户，特斯拉的忠实支持者，将其转移到新车上的选项。

I know Tesla has made that offer two different times during set months, but not everybody is ready to buy a new car during those set months. I will say just because the current window of Tesla allowing those FSD transfers is closed, that does not mean they won't reopen it sometime in the future. I'm just saying in general, I'm in favor of companies doing the right thing for their most ardent supporters over the long run.

我知道特斯拉在设定的几个月内已经两次提供了这个优惠，但并不是每个人都在那些特定的月份准备购买一辆新车。我想说的是，特斯拉关闭了允许FSD转让的当前窗口，并不意味着他们不会在未来重新开放。我只是想说，总的来说，我支持公司长期为他们最热忱的支持者做正确的事情。

And I agree, as an adult, we all decide to spend money on certain things and we have to live with the outcome. But in this case, with the subscription payoff timeline going from 5 years before to 10 years now, I think it would be nice for Tesla to do something for those that paid the $12,000 up front. I think most of us would agree if we put ourselves in those shoes having spent $12,000 and then feeling stuck, you can't even transfer it to a new vehicle, while everybody else celebrates $99 a month, certainly not ideal.

我同意，作为一个成年人，我们决定花钱在某些事情上，并且我们必须接受结果。但在这种情况下，订阅付款时间表从之前的5年延长到现在的10年，我认为特斯拉应该为那些提前支付$12,000的人做点什么。我想大多数人会同意，如果我们置身于这些人的位置，花了$12,000然后感到困惑，甚至不能将其转移到新车上，而其他人每个月却只需支付$99，这显然不是理想的情况。

Yookzoo, an NVIDIA engineer was talking about FSD12.3.4, he said the human-like driving maneuvers with no interventions delivered a magical experience, but it was by no means flawless. Excited to witness the recipe of scaling law and data flywheel for full autonomy, showing signs of life in real products, the future of end-to-end robot learning is bright. Jimfan, a researcher at NVIDIA said what excites me the most about Grock 1.5 is the potential to solve edge cases in self-driving.

NVIDIA的工程师Yookzoo谈论了FSD12.3.4，他说人类般的驾驶动作没有干预带来了一种神奇的体验，但这绝对不是完美的。激动地期待着全自动驾驶的扩展规律和数据驱动轮的配方，展示了真实产品中的生机，端到端机器人学习的未来光明无限。NVIDIA的研究员Jimfan表示，Grock 1.5最让我兴奋的是解决自动驾驶中的边界案例的潜力。

With Tesla AI's highly mature data pipeline, it's not hard to label tons of edge cases, you can then use those to fine-tune Grock to be used for multimodal FSD reasoning. There were previous efforts on similar ideas, but Tesla is spinning an unparalleled data flywheel that could scale far beyond. I thought that was worth sharing because Elon replied saying, two sources of data scale infinitely, synthetic data, which has an is it true problem and real-world video, which does not.

借助特斯拉AI的高度成熟的数据管道，标注大量边缘案例并不困难，然后可以利用这些数据来对Grock进行微调，用于多模态FSD推理。先前曾有类似想法的努力，但特斯拉正在推进一种无与伦比的数据飞轮，其规模可能远远超出预期。我认为这是值得分享的，因为埃隆回答说，数据来源有两种：合成数据，存在真实性问题；和真实世界视频，不存在这个问题。

Thus, this is another potential tie-in between Tesla and XAI, actually having Grock version 1.5 plugged into in some capacity the FSD stack. With a new version of Grock being able to interpret images and scenes, they're saying Grock could help Tesla's FSD make certain decisions like where can we go from the current lane or do we have enough space to drive around the gray car. Absolutely no guarantees here, but definitely a storyline to watch.

因此，这是特斯拉与XAI之间另一个潜在的联系，实际上，格罗克1.5版本在某种程度上已经连接到FSD堆栈中。随着新版本的格罗克能够解释图像和场景，他们说格罗克可以帮助特斯拉的FSD做出某些决策，比如我们从当前车道可以去哪里，或者我们是否有足够的空间绕过灰色车辆。这里绝对不能保证，但绝对是值得关注的一个故事情节。

In case any of you out there are stuck on the 2024.8.X branch, Rohan Patel did say this should be solved within the next few days. He said that cohort, which is about 12% of the total fleet, should have the most updated build this coming week. To everybody out there that's already received FSD version 12.3.4, let me know what your initial experience has been. I'm going to withhold my review until probably next week. Phil Dwan, an engineer at Tesla said love getting feedback from X autopilot employees.

如果有人被困在2024.8.X分支上，罗翰·帕特尔表示这个问题在未来几天内应该会解决。他说，大概占总车队的12%的队列应该在本周更新到最新版本。对于已经收到FSD 12.3.4版本的所有人，请告诉我你的初步体验是什么。我可能会等到下周才发表我的评论。特斯拉工程师菲尔·德万表示，很喜欢收到X自动驾驶员工的反馈。

This is just the beginning. He shared a text that said, I'm sure you guys are going absolutely crazy right now, but I was just testing out self-driving with my parents and their Tesla and I'm so unbelievably impressed. Did my first Weymill ride a few days ago and this was miles better. On the $99 a month for FSD, all we know for sure is that Tesla is most likely no longer compute constrained. There does seem to be a significant shift to refocusing doubling down on autonomy. And given the progress of version 12, it's likely the Tesla execs want a wider audience to have access to this FSD now that they're no longer compute constrained. Here we have a potential class action lawsuit where they're arguing that unknown to consumers automakers have been sharing information on their driving behavior with the insurance industry. As a result, some insurance rates have been nearly twice as much. The truth is that's just the tip of the iceberg. Companies and data brokers alike are actively selling our personal information online and it's a huge business. Along those lines, $2.7 billion was lost to imposter scams in 2023 and there were over 2.5 million reports of fraud. Most of that happened from nefarious actors getting individuals personal data from those data brokers. The good news is there's an easy way out of this giant mess and that's signing up for Delete Me yesterday. Now yes, they're the sponsor of this video but I would gladly recommend them even if they were not. Delete Me saves you tens if not hundreds of hours contacting every data broker and getting them to remove your personal information.

这只是个开始。他分享了一条信息，说：“我确定你们现在肯定很激动，但我刚刚与我的父母一起试验了他们的特斯拉的自动驾驶功能，我感到非常惊讶和印象深刻。几天前，我尝试了我的第一次Weymill梦幻之旅，这比之前好太多了。关于每月99美元的全自动驾驶（FSD）费用，我们所知道的唯一确定的是特斯拉很可能不再受计算限制。似乎有一个明显的转变，重新聚焦和强化自动驾驶。鉴于第12版的进展，特斯拉高管很可能希望更广泛的受众现在能够访问这个FSD，因为他们不再受计算限制。我们这里可能面临一项潜在的集体诉讼，他们主张消费者不知情，汽车制造商一直在与保险业分享有关他们驾驶行为的信息。因此，一些保险费率几乎翻了一番。事实上，这只是冰山一角。公司和数据经纪人都在积极在线出售我们的个人信息，这是一个巨大的产业。沿着这些线路，到2023年，因冒名顶替骗局而损失了27亿美元，并且有超过250万报告表示受骗。其中大部分是由于不法分子从那些数据经纪人那里获取了个人数据。好消息是，有一个简单的解决之道——立即注册Delete Me。是的，他们是这段视频的赞助商，但即使他们不是，我也会毫不犹豫地推荐他们。Delet Me可以为您节省数十甚至上百个小时，与每个数据经纪人联系并让他们删除您的个人信息。

Now before agreeing to partner with Delete Me, I spent the weekend researching them, watching nearly every YouTube video about Delete Me to ensure they're a trustworthy company. They're based in the United States. They've been doing this over a decade and this is the only thing they focus on. You get detailed reports every quarter. Yes, they continually check to ensure your data stays off the internet. In my most recent report in February, reviewed over 4000 listings and removed over 30. The report also shows you the status of every data broker and whether the removal is in progress or complete. So if you want to do what you can to avoid those scam calls, phishing attempts and identity theft, you can head to joindeleanthe.com slash electrified to get 20% off using my code electrified. The link is below and as always, thank you for supporting the channel.

在同意与Delete Me合作之前，我花了一周末的时间研究他们，观看了几乎所有关于Delete Me的YouTube视频，以确保他们是一个值得信赖的公司。他们的总部位于美国。他们已经做这个业务超过十年，这是他们唯一专注的事情。你每季度都会收到详细的报告。是的，他们会持续检查以确保你的数据不会出现在互联网上。在我最近的报告中，我审查了4000多个列表，移除了30多个。报告还会显示每个数据经纪人的状态，以及移除是正在进行中还是已完成。所以，如果你想尽可能避免那些诈骗电话、网络钓鱼和身份盗窃，你可以前往joindeleanthe.com/electrified，使用我的折扣码electrified获得20%的折扣。链接在下方，如常，感谢您对本频道的支持。

Before sharing the next few items, it's important highlighting what Rohan said over the weekend media speculation false reporting exists everywhere. India is unfortunately not immune to this global dynamic, at least as it relates to Tesla news. It would have been nice to know exactly what he was referring to, but this news item came after that post. Apparently Tesla is now looking for its first showroom location in India, specifically in New Delhi and Mumbai. Tesla wants to begin with a showroom between three and 5000 square feet, as well as with a service hub in each city. Tesla execs started looking at locations last month and have held talks with several real estate developers as they look at potential high street and mall sites. The source said Tesla is keen to begin construction soon so that the showrooms can open in 2024. Given the upcoming Elon meeting with Narendra Modi, the right hand drive production coming out of Gigabrolin and India lowering those import tariffs, this one certainly checks out. This news item was also after Rohan said what he said, Tesla has struck a strategic deal with Tata electronics to acquire semiconductor chips for global operations. The details of the deal however remain undisclosed. When it comes to these lower import tariffs in India, they said a maximum of 40,000 EVs with an annual cap of no more than 8,000, would be allowed if the investment amounts to $800 million or more with the option to carry over unused annual import limits.

在分享接下来的几个消息之前，重要的是要强调罗翰周末所说的媒体猜测和虚假报道无处不在。印度很不幸地也无法幸免于这种全球动态，至少在涉及特斯拉新闻时是如此。很遗憾我们不知道他究竟在指什么，但这则消息是在那篇文章之后发表的。显然，特斯拉现在正在寻找其在印度的首个展厅位置，具体地点为新德里和孟买。特斯拉希望从展厅最小三千到五千平方英尺的规模开始，同时每个城市还配备一个维修中心。特斯拉高管们上个月开始寻找地点，并已与几家房地产开发商进行了谈判，以寻找潜在的主要街道和商场位置。消息来源称，特斯拉渴望尽快开始建设，这样展厅就可以在2024年开业。考虑到即将举行的埃隆与莫迪会晤、基博林的右舵生产以及印度降低进口关税，这条消息确实可信。此消息也是在罗翰说出之后，特斯拉与塔塔电子达成战略交易，以获得半导体芯片用于全球运营。然而，交易的具体细节尚未披露。至于印度的降低进口关税，他们表示最多允许每年不超过八千辆、总计四万辆的电动汽车进口，如果投资金额达到800万美元或更高，则有权将未使用的年度进口限额顺延。

Tensions across the world which have caused shortage of chip supply across the globe and that's something that Tesla would like to award and there is a new entrant Tata groups, Tata electronics which is going to start manufacturing while the manufacturing facilities are under construction right now. The next year but in advance they could be tying up and securing the chip supply to award any supply chain risk future. For now it's worth noting that neither Tesla nor Tata has confirmed this agreement. Tata electronics has hired 50 to 60 top experts from abroad in recent months to boost its chip business. The company has chip making factories into Miel Ndhu, Gujarat and Assam and plans to expand across India. In case you were wondering, the Tata group is this main umbrella of a large conglomerate that yes both Tata electronics and Tata motors both fall under. And according to Indian Minister Piyush Goyal, he said Elon sees India not only as a lucrative market but also as a strategic base for serving global markets, aka another export hub. Piyush also confirmed Elon does plan to visit India on April 21st and 22nd. We did not get any other details from this article about Elon planning to set up an entire ecosystem of Tesla in India but I would imagine they want to save most of the announcements for after Elon actually meets with Narendra Modi. I'd wait for confirmation on the chip deal but Tesla having some diversification when it comes to semiconductor supply at least geographically is certainly not a bad thing.

全球范围内的紧张局势导致了全球芯片供应短缺，特斯拉希望能够获得奖励，并有了一个新的竞争者，塔塔集团旗下的塔塔电子公司将开始制造芯片，尽管制造设施目前正在建设中。明年，但提前他们可能会达成协议并确保芯片供应，以避免未来的供应链风险。目前值得注意的是，特斯拉和塔塔都尚未确认这项协议。塔塔电子公司最近数月雇佣了来自国外的50至60位顶尖专家来提升其芯片业务。该公司在密尔新增设了芯片生产工厂，计划在古吉拉特邦和阿萨姆邦扩大业务。如果你有疑问，塔塔集团是一个大型企业集团的大伞下，塔塔电子和塔塔汽车都属于其中。根据印度部长皮尤什·戈亚尔的说法，他表示埃隆认为印度不仅是一个利润丰厚的市场，还是为全球市场提供服务的战略基地，即另一个出口枢纽。皮尤什还确认埃隆计划于4月21日和22日访问印度。我们从这篇文章中没有得到有关埃隆在印度建立特斯拉整个生态系统的其他细节，但我想他们可能希望在埃隆与纳伦德拉·莫迪会晤后再公布大部分的消息。我会等待有关芯片交易的确认，但至少在半导体供应方面，特斯拉在地理上做一些多样化肯定是件好事。

I'm sure most of you have seen the Monroe video on the Cybertruck battery pack but in case you missed it, Sandy thinks this 33mm or so of space between the bottom of the cells and the bottom of the pack is actually a crush zone of sorts that he dubbed as brilliant. He said it serves two main purposes, an area for gases to vacate, and if owners are off-roading and hit a giant rock or something, they're less likely to pierce and damage the cells themselves. Sandy also said Tesla had some clever ideas and was really impressed with the flood ports and the release valves on this pack. I'd encourage you to watch the whole thing, it's below. So if you were hoping for a double-decker 4,680 pack in the Cybertruck, I would not be holding my breath.

我相信大多数人都看过Cybertruck电池组上的蒙罗视频，但万一你错过了，Sandy认为电池单体底部和电池组底部之间的大约33毫米空间实际上是一种防撞区域，他称之为非常聪明。他说它有两个主要作用，一个是让气体排出的区域，另一个是如果车主在越野时撞上一块巨大的岩石或其他东西，他们更不太可能刺破和损坏电池单体。Sandy还说，特斯拉有一些聪明的想法，他对这个电池组上的防水口和排气阀印象深刻。我鼓励你看完整个视频，它在下面。所以如果你希望在Cybertruck上装一个双层的4,680电池组，我不会抱太大希望。

The US and the UK place some sanctions on some Russian metals, specifically aluminum, nickel, and copper which caused prices on the LME to spike in the near term. However, these curbs don't prevent Russia from selling its metals to buyers outside the US or the UK and they don't restrict the vast majority of the global trade in metals. That's because most of that trading happens directly between miners, traders, and manufacturers rather than through the LME. Something to be aware of, but in my opinion it should not have an outsized impact on Tesla's acquisition prices because a lot of their metal deals, as far as we know roughly 90% are done on long-term deals.

美国和英国对某些俄罗斯金属（尤其是铝、镍和铜）实施了一些制裁，导致短期内LME上的价格飙升。然而，这些限制并不能阻止俄罗斯向美国或英国以外的买家销售其金属，也并不限制全球绝大多数金属贸易。这是因为大部分交易直接发生在矿商、贸易商和制造商之间，而非通过LME。这是值得注意的事情，但我认为它不应对特斯拉的采购价格产生过大影响，因为据我们所知，他们大约有90%的金属交易是基于长期协议进行的。

For whatever it may be worth, Elon did change his profile picture on X to his face and we have this auto label at the bottom. As Sawyer highlighted, the discounts on Model Y inventory vehicles are now lower than they were before. Thus, inventory Model Y is now roughly 8% more expensive. Here we have it, the upheaval currently at Tesla. It starts off with an email that we believe was from Elon. Tesla has made the decision to reduce their headcount by more than 10% globally. Elon said Tesla has made the difficult decision to reduce our headcount by more than 10% globally. Nothing I hate more, but it must be done. This will enable us to be lean, innovative, and hungry for the next growth phase cycle.

不管价值如何，埃隆在X上已经将头像更改为他的脸，并在底部有这个自动标签。正如所强调的，Model Y存货车辆的折扣现在比以前更低。因此，存货Model Y现在大约比原价贵8%。这就是特斯拉目前的动荡。一切都始于一封我们相信是埃隆发出的电子邮件。特斯拉已决定全球裁员超过10%。埃隆表示，特斯拉已经做出了难以接受的决定，全球裁员超过10%。没有比这更讨厌的事情，但这必须做。这将使我们变得精益、创新，并渴望下一次增长阶段的循环。

It seems like the employees that were actually being laid off got a second email confirming their departure. In that second email, Tesla said you will receive detailed info regarding severance, benefits continuation, and separation documents within 48 hours. Elon did say it's extremely important to look at every aspect of the company for cost reductions and increasing productivity. Yes, layoffs are always unfortunate, in this case we may have upwards of 15,000 people, a majority of which may have actually been blindsided by the news. But the harsh reality is that layoffs are a part of capitalism and a part of working at Tesla. In a prior life, I was also unexpectedly laid off and it turned out to be one of the best things that ever happened to me career wise.

有些被解雇的员工收到了第二封确认离职的电子邮件。在那封第二封电子邮件中，特斯拉表示您将在48小时内收到有关分手金、福利延续和分离文件的详细信息。埃隆确实说过，审视公司的各个方面以降低成本和提高生产率是非常重要的。是的，裁员总是令人遗憾的，这种情况下我们可能会有多达15,000人被裁，其中大多数人可能实际上被消息所震惊。但残酷的现实是，裁员是资本主义的一部分，也是在特斯拉工作的一部分。在之前的一个生活中，我也曾突然被解雇过，结果证明那是我职业生涯中最好的事情之一。

I do want to add this is Tesla's biggest layoff by far. If you go back to 2022, that 10% layoff was only of salaried employees, which I believe translated to about 3% of the global headcount at the time. So in this case, 10% of the global headcount, which was over 140,000, is not an insignificant number. Some back of the napkin math, if you lay off 15,000 people and assume an average salary of about $65,000, that's $975 million in annual savings for Tesla. Now yes, there's obviously a short term cost in this scenario specifically when it comes to all of the severance packages. But longer term, it will result in a significant cost savings for Tesla. I also don't think it's accurate to group this round of layoffs with all of the ones in the past that Tesla has done.

我想要补充的是，这是特斯拉迄今为止最大规模的裁员。回顾到2022年，那次10%的裁员只针对薪资员工，我相信当时这大约是全球总人数的3%。所以在这种情况下，裁员了全球总人数的10%，超过14万人，这并不是一个微不足道的数字。简单地算一下，如果裁员了1.5万人，假设平均工资约为每年6.5万美元，那对特斯拉来说就是9.75亿美元的年度节省。现在是的，显然在这种情况下会有短期成本，特别是在所有的离职补偿方面。但从长远来看，这将为特斯拉带来显著的成本节约。我也不认为把这轮裁员与特斯拉过去做过的所有裁员归为一类是准确的。

I do think this one is slightly different not just because it's significantly larger, but the ones in the past really did feel like trimming the fat, cutting off the low performers, something they do regularly. This one feels like more of a restructuring. In a restructuring, you can certainly still trim the fat and cut the low performers, but I think there's more going on here. For years, Elon has been talking about Tesla is really an AI and a robotics company, but the financials didn't really reflect that, at least they didn't break it down as such. It's pretty clear though at this point, Elon is doubling down on autonomy, robotics, robotics, and AI, and the truth is there's going to be a bifurcation in the Tesla community, in the camp that agrees with the decision and believes in that future and the other camp that does not.

我觉得这次稍微有些不同，不仅因为规模显著更大，而且过去的那些感觉上只是在减肥、裁员低绩效者，这是他们定期做的事。这次感觉更像是重组。在重组中，当然你仍然可以减肥、裁员低绩效者，但我觉得这里还有更多的事情在发生。多年来，伊隆一直在谈论特斯拉实际上是一家人工智能和机器人公司，但财务情况并没有真正反映出来，至少他们没有将其细分。然而，现在很明显，伊隆正在全力以赴于自主权、机器人技术和人工智能，事实上，在特斯拉社区中会有一个分支，一部分人支持这个决定并相信未来，另一部分则持相反觳。

I do think it's disingenuous to not at least acknowledge the fact that there's a chance part of this move is because Elon and Tesla do see a more structural slowdown in EV demand at least for the next 6 to 12 months. As I've said before, we may not really know until we get the Q2 data to find out if Q1 was just an outlier or a sign of things to come. I really don't want to come off as insensitive to these thousands of real people with real lives that were most likely upended at the blink of an eye. As Elon said, it was a heartbreaking decision, but it was something that he believed needed to be done. The silver lining for these folks is that having Tesla on your resume should make you a pretty attractive candidate in the market. Replying to Farzod, Elon did say about every 5 years we need to reorganize and streamline the company for the next phase of growth. In addition to cutting costs for Tesla, Elon also cited the duplication of roles that need to be eliminated. One user on Reddit that had been laid off said the project he was working on was critical to certain features of the Cybertruck and later in the thread he said it was power share. Plain and simple, this round of layoffs feels like a necessary evil for Tesla to refocus as it gears up for this next wave of growth.

我认为不诚实的是至少不承认这样一个事实，即这一举措的一部分可能是因为埃隆和特斯拉至少在未来6到12个月看到电动汽车需求的结构性减速。正如我之前所说，我们可能真的不知道，直到我们获得Q2数据才能知道Q1是否只是一个异常值或未来事态的标志。我真的不想显得对这些可能眨眼之间生活瞬间被颠覆的成千上万正常人缺乏感情。正如埃隆所说，这是一个令人心碎的决定，但这是他认为需要做的事情。对于这些人来说，好消息是在简历上有特斯拉的经历应该使他们在市场上的竞争力相当强。回复Farzod，埃隆确实说过大约每5年我们需要重组并精简公司以迎接下一阶段的增长。除了为特斯拉削减成本，埃隆还提到了需要消除的重复职位。在Reddit上一位被解雇的用户说他所从事的项目对Cybertruck的某些功能至关重要，后来在帖子中他说这是 power share。简单来说，这轮裁员似乎是特斯拉为重新聚焦为下一波增长做准备而必要的恶。

And historically, Tesla has always been in the top 5 of the most attractive employers in the United States for 2023 according to Universal, they were number 5. I would note, Elon has been posting about politics more prolifically for at least 1-2 years before these results came in. As far as we know, there's no Tesla hiring freeze right now, so all of those job listings on the careers page are still viable. Just real quick, if any of you watching are one of those Tesla employees, I salute you, thank you for all of your contributions to Tesla and if I can never help with your next endeavor, don't hesitate to reach out. Now, separately, we have Drew Baglino mentioning that after 18 years at Tesla, he's deciding to retire. He said he has no concrete plans beyond spending more time with my family and young kids. Elon said, Thanks for everything you've done for Tesla, few have contributed as much as you. And Drew said, Thank you for always pushing us to do our best work from first principles, it's the only way to unlock the art of the possible.

历史上，特斯拉一直是美国最具吸引力雇主前五名之一，根据Universal的数据，他们去年排名第五。我要指出，埃隆在这些结果出来之前已经至少一到两年频繁地在社交媒体上发表有关政治的帖子。据我们所知，特斯拉目前并没有暂停招聘，所以招聘网页上的所有职位都仍然有效。顺便说一句，如果你们中有人是特斯拉的员工，我向你们致敬，感谢你们为特斯拉所做的贡献，如果我可以帮助你们的下一个努力，请随时联系我。另外，Drew Baglino提到，在特斯拉工作了18年后，他决定退休。他表示，自己目前没有明确的计划，只是想多花些时间和家人以及年幼的孩子在一起。埃隆表示，感谢你为特斯拉所做的一切，很少有人像你一样做出了如此大的贡献。Drew回应道，感谢你总是督促我们从第一原则出发做出最好的工作，这是释放可能性的唯一途径。

Let me make this clear up front, Drew Baglino leaving Tesla is in no way a good thing for Tesla. But it's also true that Drew leaving Tesla does not need to be some sign of something catastrophic happening at Tesla. So, is Drew really leaving on his own? Was he pushed out over some sort of disagreement? Ultimately, we'll probably never know and I think speculating about that is a foolish errand. So yeah, Tesla has absolutely lost a gem in Drew Baglino. It'd be great to see him stay at Tesla for decades, but honestly, 18 years working for Elon at Tesla in a high stress environment is crazy. I don't think it's a stretch to say that most people wouldn't last 5 years working at Tesla. It's probably worth mentioning, Baglino has netted about $96 million from periodic share sales since he was appointed a senior VP at Tesla. AKA, that's a baseline of what Drew Baglino is working with, having secured an incredible record at Tesla. Can we really blame him for wanting to spend some time with his family? And the truth is, that could be all there was to the story. As I said, there could definitely be more to the story, but right now we just don't know and Tesla is going to be in Prove it mode for the next 12 months. Responding to galley, Elon said, after taking a well deserved break, Drew will no doubt go on to do great things. I look forward to following what he does next.

让我事先澄清一下，德鲁·巴格里诺离开特斯拉对特斯拉来说绝对不是一件好事。但同样真实的是，德鲁离开特斯拉并不一定意味着特斯拉正在发生某种灾难性的事情。那么，德鲁真的是自愿离开的吗？是因为某种分歧而被逼离开的吗？最终，我们可能永远也不会知道，我认为对这个进行猜测是愚蠢的。所以是的，特斯拉绝对失去了一个宝石般的人才德鲁·巴格里诺。看到他在特斯拉工作数十年会很棒，但老实说，在压力巨大的环境下与埃隆共事18年是疯狂的。我认为大多数人在特斯拉工作不到5年就会坚持不下去。值得一提的是，自被任命为特斯拉高级副总裁以来，巴格里诺通过定期股票销售获得了约9600万美元。也就是说，这是德鲁·巴格里诺所拥有的基础，他在特斯拉取得了令人难以置信的记录。我们真的能因为他想花些时间和家人在一起而责怪他吗？事实是，这可能就是整个故事的全部内容。正如我所说，故事可能确实有更多内容，但目前我们只是不知道，特斯拉将在接下来的12个月内继续证明自己。回应伽利，埃隆说，在经过应得的休息后，德鲁毫无疑问会继续做出伟大的事业。我期待着追踪他接下来的行动。

Sure, maybe publicly, Elon and Drew are covering things up a bit, but it seems like Elon and Drew are still on good terms. A quick aside, most recently, Drew was the senior vice president of powertrain and energy engineering, so no, he did not get fired due to Tesla's slower sales. And while I stand by my belief that Drew leaving Tesla is not a good thing for Tesla, I also believe that it could be a good time for him to leave. He was one of the leads for Tesla's 4680 project. Now sure, they fall in short of some of the battery day aspirations, but those were insane to begin with. Despite falling short of astronomical expectations, for Tesla to have done what they have so far with the 4680 progress is astounding. It's undeniable that Tesla has some of the best powertrain technology in the world. Mega Pack is scaling, albeit slower than we would expect, but many of those bottlenecks are not Drew's fault, and of course we just got the updated Powerwall 3. Drew was also accountable for Tesla's charging and energy business. Tesla charging has become the North American charging standard, and the V4 rollout is well underway, and Tesla's energy business now has higher gross margins than the auto business. Thus, looking at all the different business lines Drew was overseeing, they all seem to be in very strong places. AKA, it could actually be a good time for Drew to step aside.

当然，也许在公众面前，埃隆和德鲁有点掩饰事实，但看起来埃隆和德鲁仍然保持良好的关系。顺便说一句，最近，德鲁是动力总成和能源工程的高级副总裁，所以他并不是因为特斯拉销售较慢而被解雇。虽然我仍然坚信德鲁离开特斯拉对特斯拉而言不是好事，但我也认为这可能是他离开的好时机。他是特斯拉4680项目的领导之一。现在当然，他们未能达到电池日的一些雄心壮志，但那些本来就是疯狂的。尽管未能达到太空般的期望，但特斯拉迄今在4680项目进展方面的成就令人惊叹。毫无疑问，特斯拉拥有世界上一流的动力总成技术。Mega Pack正在扩张，尽管比我们期望的要慢，但许多瓶颈并不是德鲁的错，当然，我们刚刚更新了Powerwall 3。德鲁还负责特斯拉的充电和能源业务。特斯拉充电已成为北美充电标准，V4的推出工作进展顺利，特斯拉的能源业务现在的毛利润率高于汽车业务。因此，看到德鲁监督的所有不同业务线，它们似乎都处于非常强势的位置。也就是说，德鲁现在离开可能实际上是一个好时机。

And think about it from his shoes, is he ready to gear up for the next 5-10 years at Tesla as they transition to autonomy and robots and a heavier AI focus? As incredible as Drew's contributions have been, he may not be the right person to be the lead engineer for the next phase. And more importantly, even if he was, he has to be emotionally invested for the next 5-10 years for Tesla to roll out what they have in the queue. From that standpoint, it would actually be better for Tesla to have somebody new in these lead engineering roles that are committed for the next 5-10 years. If you've been around, you know, I do not throw around this word lightly, but Drew's career at Tesla has been nothing short of epic. He will absolutely be missed, we wish him the best in his future endeavors, but this does not have to mean that Tesla is now doomed. And you know what they say about what happens when it rains, we also have Rohan Patel saying that after 8 years at Tesla, he is also leaving.

从他的角度来看，他是否准备好在特斯拉度过接下来的5-10年，因为他们将转向自主和机器人以及更重视人工智能？尽管德鲁做出了不可思议的贡献，但也许他并不适合成为下一个阶段的首席工程师。更重要的是，即使他适合，他也必须在接下来的5-10年内对特斯拉投入感情，以推出他们计划中的东西。从这个角度来看，让特斯拉在这些首席工程师的角色中找到恪守承诺的新人可能会更好。如果你一直在这里，你会知道，我不轻易使用这个词，但德鲁在特斯拉的职业生涯简直是史诗般的。他将被人们怀念，我们祝愿他在未来的事业中一切顺利，但这并不意味着特斯拉现在注定要失败。关于雨过天晴的说法，罗汉·帕特尔也宣布在特斯拉工作8年后离职。

His plans are to be a recess monitor for his second-grade daughter, practice violin, go to a bunch of bucket list sporting events, and take his patient wife on some long-intended travel. Elon said, Thanks for everything you've done for Tesla, much appreciated. I'd argue losing Rohan right now is also a pretty significant loss for Tesla. He's been really the main source of PR for Tesla over the past few months. He's been providing so much clarity and insight in context around these news stories that we oftentimes don't really have. Now, no disrespect at all to Rohan, but I'm just saying replacing him is going to be a bit easier, it's really just a matter of being informed at the company. Yes, that's probably a negligent oversimplification, but I'm just saying Rohan training a replacement would be a bit easier than Drew training a replacement because having an engineering mind can't always be taught.

他的计划是成为他二年级女儿的课间监督员，练习小提琴，参加一些心愿清单上的体育赛事，并带着耐心的妻子一起去旅行。埃隆说，感谢你为特斯拉所做的一切，非常感激。我认为现在失去罗汉也对特斯拉是一个相当重大的损失。在过去几个月里，他实际上是特斯拉的主要公关来源。他为我们提供了许多在这些新闻报道中往往缺乏的清晰见解和背景知识。我不是在贬低罗汉，但我只是说替换他会更容易一些，这只是公司里的一件事。是的，这可能是一个忽视的过于简单化，但我只是说，罗汉培训一个替代者会比德鲁培训一个替代者要容易一些，因为拥有工程思维并不总是可以教授的。

Whereas for policy and business development, I would imagine Tesla has a lot of standard operating procedures. Just a reminder, this yellow line right here is when JB Strouble decided to leave Tesla, everybody was calling doom and gloom, and this is what happened with Tesla's stock in the ensuing months. This second yellow line is when Andrei Carpathi decided to leave Tesla. This one I'm not really showing from a stock perspective, but rather everything that's happened with Tesla autonomy since his departure. Namely, version 12. There was some speculation out there that Ashok was also leaving Tesla, but for now he still has his Tesla badge on X and no word about his departure. As far as we know, Ashok is still with Tesla. I can't confirm, but whole Mars did say Tesla all hands internal call at 10am Pacific time today. This would make a lot of sense after mass layoffs and executive departures, morale can definitely be low at the company, people can be overwhelmed with new bigger workloads, so it seems to me like it would be critical for Elon to rally the troops right now and boost morale. Getting everybody that's left refocused and excited about the future is a very important move.

就政策和商业发展而言，我想特斯拉肯定有很多标准操作程序。提醒一下，这里这条黄线是JB Strouble决定离开特斯拉的时候，当时所有人都在唱衰，而这就是特斯拉股票在随后几个月发生的情况。第二条黄线是Andrei Carpathi决定离开特斯拉的时候。我并不是从股票的角度展示这一部分，而是自他离职以来特斯拉自动驾驶领域发生的一切。特别是12版。有传言称Ashok也在离开特斯拉，但目前他还带着特斯拉工牌，并没有关于他离职的消息。据我们所知，Ashok仍然在特斯拉。我无法证实，但Mars在今天太平洋时间上午10点表示，特斯拉内部全员电话会议。在大规模裁员和高管离职之后，员工士气肯定会低落，人们可能会因为新的更大工作量而感到不堪重负，所以我认为现在埃隆团结部队并提高士气至关重要。让每个留下的人重新聚焦并对未来感到兴奋是非常重要的举措。

We've been saying it on the channel now all year, it's most likely going to be a very challenging and turbulent 2024 for Tesla. This upheaval at Tesla just reminds me of the quote, when the going gets tough, the tough get going. Well, I've never worked at Tesla, but having followed the company pretty closely now for over a decade, Tesla has some dogs as employees. If you're not familiar with that reference, it's really just people that are ready and willing to grind. We have to acknowledge we're pretty close to peak uncertainty when it comes to Tesla as a company, not just for Tesla stock, and I know we're not anywhere near Tesla going bankrupt like we were during the Model 3 production ramp. But what I mean by uncertainty is what the future of Tesla will look like. Despite Tesla foreshadowing this has been their future for years, now that they're currently doubling down on autonomy and robotics and AI, that does bring a whole new level of uncertainty compared to a company that predominantly makes and sells vehicles and energy products.

我们一直在频道上说，很可能2024年对特斯拉来说会是一个非常具有挑战性和动荡的一年。特斯拉的动荡让我想起了一句名言，“困难时期，勇者闯关”。虽然我从未在特斯拉工作过，但我已经对这家公司进行了近十年的密切跟踪，特斯拉有一些拼命工作的员工。如果你不熟悉这个说法，实际上就是指那些愿意拼命工作的人。我们必须承认，特斯拉作为一家公司，我们现在面临的不确定性处于顶峰。我知道我们还远远没有像在Model 3生产上升期间那样濒临破产，但我所说的不确定性是指特斯拉的未来会是什么样子。尽管特斯拉多年来一直在预示这将是他们的未来，但现在他们正在全力发展自动驾驶、机器人技术和人工智能，这相比于一家主要制造和销售车辆和能源产品的公司，确实带来了一个全新的不确定性水平。

Tesla's obviously still going to do the latter part and they will continue to do it incredibly well, but it's very clear that the focus at the company is indeed now shifting. And at the end of the day, not everybody in the Tesla community is going to share or even support that same vision, but ultimately that's what makes a market. And at the risk of stating the obvious, now we're going to get some new blood, some new energy, some new perspectives, and hopefully a refreshed organization focusing on their renewed goals. I can guarantee you, there are some very hungry Tesla employees and some engineers that have been working under Drew now for years that are itching to be promoted. Opportunities are now opening. Zipping through a few more, there are some regulators when it comes to autonomous vehicles that are saying they have not received any applications for permits from Tesla. This coming from two agencies in California and also from Arizona and Nevada. For context, it took way more than eight months to get its initial CPUC permit. Arizona, another state that has regulations for autonomous vehicles, has not gotten paperwork from Tesla, and neither has Nevada according to a department spokesperson, but he also said if Tesla was interested in getting certified or permitted in Nevada, they could likely do so in short order.

特斯拉显然仍然会继续执行后半部分，并且他们将会继续做得非常出色，但很明显公司的重心确实正在转移。归根结底，并不是特斯拉社区的每个人都会分享或支持同样的愿景，但最终这就是市场的形成。况且，现在我们将会迎来一些新血液、新动力、新视角，希望能有一个重点放在更新目标的焕然一新的组织。我可以向你保证，有一些非常渴望晋升的特斯拉员工和一些在德鲁领导下工作多年的工程师。机会正在出现。再来看一些情况，关于自动驾驶车辆方面，有一些监管机构表示他们没有收到特斯拉提交许可申请的文件。这来自加利福尼亚州的两个机构，以及亚利桑那州和内华达州。值得一提的是，特斯拉获得初始的CPUC许可证花了超过八个月的时间。亚利桑那另一个有关自动驾驶车辆的州也没有收到特斯拉的文件，内华达州一个部门发言人也表示，但他同时表示，如果特斯拉有意在内华达州获得认证或许可，可能很快就能办理。

Although we have the Robotaxi unveil on August 8th, I don't think we see that vehicle on the road until the end of 2025 at the earliest, so in my opinion, Tesla has plenty of time to get the permits it needs for those few states that actually have regulations. And even if they didn't, Tesla could always launch in other states. Piedmont Lithium, who is a Tesla supplier after two plus years, was finally approved for its mine in North Carolina. This mine is not fully greenlit just yet, they still need to obtain state air quality and wastewater permits. But for now, this is certainly a big win as there was a ton of public pushback against this project. We also have another report from Electric citing multiple sources. They're saying they can confirm the program, the $25,000 Tesla, which was internally called NV9, was indeed postponed despite what Elon said about it not being cancelled. They're saying the project is effectively scratched right now as Tesla is putting all resources into its self-driving effort.

尽管我们在8月8日揭开了Robotaxi的面纱，但我认为最早要等到2025年底我们才能在路上看到这辆车，因此在我看来，特斯拉有足够的时间去获得所需的许可证，这些许可证仅适用于那些实际制定了规定的州。即使他们没有获得许可，特斯拉也可以在其他州推出。作为特斯拉供应商两年多后，皮埃蒙特锂最终获得了北卡罗来纳州的矿山批准。目前，这个矿山还没有完全通过，他们仍然需要获得州空气质量和废水许可证。但是目前来说，这肯定是一个巨大的胜利，因为这个项目受到了很多公众的反对。我们还有来自Electric的另一份报告，引用了多个消息来源。他们说他们能够证实这个项目，也就是内部称为NV9的25000美元特斯拉，确实被推迟了，尽管埃隆说它并没有被取消。他们说这个项目目前已被有效搁置，因为特斯拉正在将所有资源投入到自动驾驶技术当中。

The source said Elon told Tesla's team in Austin in December of last year that NV9, this expansion at Gigah Austin, was indeed a priority for 2024, but this project was recently defunded, and many people involved in it were laid off as part of the round of layoffs announced today. Instead, Elon said he wanted Tesla to focus on the south expansion of Gigatexis, which is going to house a giant data center for the Robotaxi project. Lastly, according to those sources, that project for the Robotaxi data center is already behind schedule and their series doubt it can be completed by the end of August. Bear in mind, they're saying the end of August when the Robotaxi unveil is the beginning of August so these two don't necessarily have to be related.

消息来源称，埃隆在去年十二月告诉特斯拉在奥斯汀的团队，NV9这个吉格奥斯汀的扩建项目是2024年的首要任务，但最近这个项目被取消资助，很多参与其中的人员也在今天宣布的一轮裁员中被解雇。相反，埃隆表示他希望特斯拉将重点放在吉格德克西斯南部的扩张，该地将建立一个巨大的数据中心用于无人出租车项目。最后，根据消息来源，无人出租车数据中心的项目已经落后于进度，他们怀疑该项目是否能在八月底之前完成。请注意，他们说的八月底是因为无人出租车揭幕是在八月初，所以这两者不一定有联系。

Tesla can of course unveil the Robotaxi product itself, separately from this data center at Gigah Austin. So who knows if this is true? As I've said before, I don't think we need to make this black and white. I believe Tesla is going to have optionality with the next-gen platform. So if things continue to progress very well and quickly for FSD, then sure, keep pushing the Robotaxi movement. If the unknown unknowns come into play or any other hiccups, then I think Tesla can repive it back to focusing on a $25,000 model. But as I said last time around, if this is ever confirmed by Elon or the team, Wall Street is absolutely not going to favor this in the short term. As a long-term investor, that shouldn't really matter, but I just want everybody to be prepared.

特斯拉当然可以在吉加厂揭示出Robotaxi产品，与数据中心分开。那么谁知道这是不是真的呢？如我之前所说，我认为我们不需要把事情看得那么绝对。我相信特斯拉在下一代平台上会有选择权。所以，如果全自动驾驶系统继续取得很好和快速的进展，那么当然可以继续推动Robotaxi运动。如果未知的因素或其他问题出现，我认为特斯拉可以重新专注于推出一款价值25000美元的车型。但正如我上次所说，如果埃隆或团队证实了这一消息，华尔街在短期内绝对不会支持这一举措。作为长期投资者，这并不真的很重要，但我只是想让大家做好心理准备。

Joe Tettmyer shared some pictures of a bunch, hundreds of cyber trucks at Gigah Texas, but also a large number of Quicksilver model-wise. I did ask him on X, what's the deal with all of those? He said good question, I know they've been testing the paint shop for this color for a while, but obviously it's now much more than a test. Seems like they're building up a large inventory for some reason. The license plate holders are US sized, so not for export, it seems. Quicksilver is a fan favorite, so North America getting that option and potentially others would be a nice boost.

乔·泰特迈尔分享了一些图片，展示了吉加瓦特拉克斯的成堆、数百辆的网路卡车，还有大量的“Quicksilver”型号。我在X上问他，这些是怎么回事？他说这是个好问题，我知道他们一直在测试这种颜色的涂料厂，但显然现在不仅仅是测试了。看起来他们正在为某个原因建设大量库存。车牌架是美国标准尺寸的，所以似乎不是用于出口。北美会选“Quicksilver”是因为这是粉丝的最爱，这样的选择可能会给市场增添一些活力。

Tesla stock closed the day at $161.48 down 5.59%, which shouldn't have come as a surprise as the Nasdaq was down 1.79%. It was a red day across our list, and Rivian and Polestar were both down 8% or more. It was an average volume day for Tesla trading about 3 million shares above the average volume the past 30 days. Don't forget, check out Delete Me linked below if you're interested, they're a great company working on pushing back the darkness. 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.

特斯拉股票收盘价为161.48美元，下跌了5.59%，这并不令人意外，因为纳斯达克下跌了1.79%。我们的名单中所有股票都下跌了，Rivian和Polestar都下跌了8%以上。特斯拉当天的交易量约为300万股，略高于过去30天的平均交易量。如果你感兴趣，不要忘记查看下面链接的Delete Me，他们是一家非常优秀的公司，致力于推动黑暗。希望大家有一个美好的一天，如果你喜欢这个视频，请点赞，你可以在下面的X链接上找到我，非常感谢所有我的Patreon支持者。