迪伦·卢米斯报道了一系列与特斯拉和埃隆·马斯克相关的新闻。他首先谈到了埃隆·马斯克2018年薪酬方案可能复活，该方案价值约1000亿美元。一家重要的特拉华州律师事务所，Richards Layton and Finger (RLF)，正在提议修改特拉华州公司法的立法，这可能会为马斯克获得他的薪酬铺平道路。RLF的总裁强调，这些修改对于维持特拉华州作为公司注册首选地的地位至关重要。这项法案获得了两党支持，包括特拉华州新州长马特·迈耶的认可，并希望加速这一过程，甚至绕过州律师协会。这项立法对特拉华州至关重要，因为公司注册费和相关的法律活动每年产生约20亿美元的收入，约占该州预算的40%。 根据拟议的立法，马斯克将不再被认为是特斯拉的控制者，从而简化了对涉及自我交易的交易的审查。一项新的公平性测试将评估包括高管薪酬在内的交易，其依据是该行为是否有利于公司及其条款是否与公平交易谈判相当。该法案还加强了股东批准的法律效力，使法院更难推翻多数股东批准的决定。 虽然该法案不具有追溯力，不会直接适用于马斯克的案件，但它可能会影响特斯拉的上诉。特拉华州最高法院可能会受到不断变化的法律环境和商业领袖评论的影响。然而，法院更可能根据现行法律和既定事实，特别是董事会缺乏独立性和谈判过程存在缺陷来做出裁决。总而言之，由于强大的支持以及防止公司离开特拉华州的需要，该法案获得批准的可能性很高。主持人认为，这可能不会对埃隆和特斯拉目前正在进行的上诉产生实际影响。 卢米斯随后转向其他与特斯拉相关的新闻，他在介绍之前做了一个简短的广告，推荐Saly，一款提供国际数据套餐的e-SIM服务应用程序。 接下来，他讨论了XAI的AI模型Grok在特斯拉汽车中的进展。Chavon Zillis一直在早期测试阶段测试语音模式，预计大约一周后推出，而且非常棒。预计特斯拉的Grok语音模式将备受期待，它将能够用于听写输入和收听答案。XAI也在增加其计算能力，将其在孟菲斯的超级计算机扩展到20万个GPU，并计划在下一阶段达到100万个GPU。这种扩张需要特斯拉的巨型电池Megapack来处理电力波动，并且从该项目中获得的专业知识将有益于特斯拉的Cortex超级计算机。卢米斯表达了他对特斯拉投资XAI的希望。 他提到了一起Granite Vehicle Ventures LLC对特斯拉提起的诉讼，指控特斯拉侵犯了与自动驾驶汽车相关的专利。特斯拉正在寻求驳回大部分诉讼，但只针对其中两项专利的主张提出驳回。发言者推测特斯拉可能对剩下的专利有不同的策略。 关于可再生能源，西班牙电力生产商Zalestra已与特斯拉签署了一项购电协议（PPA），特斯拉将从Zalestra即将到来的太阳能项目中购买57兆瓦的容量，这表明了特斯拉倾向于签订PPA而不是自己建造太阳能发电场的趋势。 卢米斯指出了特斯拉全自动驾驶（FSD）技术的更新，FSD 13.2.8正在向AI车辆推出，而12.6.4正在向硬件三推出。他分享了FSD驾驶体验的积极和幽默的片段，承认需要改进，并提到特斯拉正在达拉斯-沃斯堡地区为其自动驾驶团队招聘车辆操作员。 特斯拉还计划扩大其在印度市场的业务，在孟买发布了10多个职位空缺。随着进口关税的降低，特斯拉可能会承诺在印度建造下一个巨型电池Megapack工厂。与此同时，该公司正准备在上海超级工厂推出新款Model Y。作为为世界可再生资源做出贡献的一种方式，荷兰能源公司Return计划到2027年建造一个1.4吉瓦的电池储能设施，并将使用372个特斯拉Megapack。 新款Model Y已在上海超级工厂正式开始生产。 特斯拉正面临另一场诉讼，法官驳回了特斯拉阻止Matthews International销售其干电池电极技术的请求。这场法庭之战，有可能变得丑陋，非常有趣，因为特斯拉和Matthews实际上有过合作。 最后，特斯拉的首个Semi充电站的许可证已在南洛杉矶县提交。

Dylan Loomis covers a range of Tesla and Elon Musk related news. He starts with the potential revival of Elon Musk's 2018 pay package, worth approximately $100 billion. A major Delaware law firm, Richards Layton and Finger (RLF), is proposing legislation to amend Delaware corporate law, which could pave the way for Musk to receive his compensation. RLF's president emphasizes the necessity of these changes to maintain Delaware's status as the premier jurisdiction for incorporation. There is bipartisan support for the bill, with endorsements from Delaware's new governor, Matt Meyer, and a desire to fast-track the process, even bypassing the state bar association. The legislation is crucial for Delaware, as incorporation fees and related legal activity generate roughly $2 billion annually, about 40% of the state's budget. Under the proposed legislation, Musk would no longer be considered a controller of Tesla, easing the review of transactions involving self-dealing. A new fairness test would evaluate transactions, including executive compensation, based on whether the act benefits the corporation and its terms are comparable to arm's length negotiations. The bill also strengthens the legal weight of shareholder ratification, making it harder for courts to overturn decisions approved by a majority of shareholders. While the bill isn't retroactive and wouldn't directly apply to Musk's case, it could impact Tesla's appeal. The Delaware Supreme Court may be influenced by the changing legal landscape and commentary from business leaders. However, the court is more likely to rule based on the law as it stands and the established facts, particularly the board's lack of independence and a flawed negotiation process. In summary, the bill has a high probability of being approved due to strong support and the need to prevent companies from leaving Delaware. The presenter believes it may not tangibly impact Elon and Tesla's current appeal. Loomis shifts to other Tesla-related news, which he prefaces with a short advertisement for Saly, an e-SIM service app offering international data plans. He then discusses the progress of Grok, XAI's AI model, in Tesla vehicles. Chavon Zillis has been testing the voice mode in its early beta stage and it is expected to launch in about a week, but it's awesome. Tesla's voice mode for Grok is expected to be highly anticipated, and it will be able to be used for dictating input and hearing the answers. XAI has also been increasing its compute power, expanding its supercomputer in Memphis to 200,000 GPUs and plans to reach 1 million GPUs in the next phase. This expansion requires Tesla megapacks to handle the power swings, and the expertise gained from this project will benefit Tesla's Cortex supercomputer. Loomis expressed his hopes for a Tesla investment in XAI. He addresses a lawsuit against Tesla by Granite Vehicle Ventures LLC, accusing Tesla of infringing upon patents related to self-driving vehicles. Tesla is seeking dismissal of most of the lawsuit but is only arguing for dismissal related to claims of two of the three patents in question. The speaker speculates that Tesla may have a different strategy for the remaining patent. Regarding renewable energy, Spanish power producer Zalestra has signed a power purchase agreement (PPA) with Tesla, which is buying 57 megawatts of capacity from Zalestra's upcoming solar projects, demonstrating Tesla's trend of entering PPAs rather than building its own solar farms. Loomis points to updates on Tesla's Full Self-Driving (FSD) technology, with FSD 13.2.8 rolling out to AI vehicles and 12.6.4 going out to hardware three. He shares positive and humorous clips of FSD driving experiences, acknowledges the need for improvement, and mentions Tesla's hiring of vehicle operators for its autopilot team in the Dallas-Fort Worth area. Tesla is also planning to expand its presence in the Indian market, with over 10 job postings for Mumbai. With the reduction of import duties, Tesla may commit to building the next megapack factory in India. In the meantime, the company is preparing for the launch of its new Model Y at Giga Shanghai. As a way of contributing to the world’s renewable resources, The Dutch energy firm return is planning on building a 1.4 gigawatt battery storage facility by 2027, and it will use 372 Tesla megapacks. Production of the new Model Y has officially started at Giga Shanghai. Tesla is facing another lawsuit where a judge denied Tesla's request to block Matthews International from selling its dry battery electrode technology. This court battle, which has the potential to get ugly, is interesting as Tesla and Matthews have actually collaborated. Lastly, permits are filed for Tesla's first semi charger station to be in South Los Angeles County.