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Electrified - Elon Gets Called Out / A Shift With Elon's Comp Plan / Teslas at WH: Everyone Relax ⚡️

发布时间:2025-03-13 00:36:18   原节目
以下是 Dylan Loomis 视频内容的中文翻译: Dylan Loomis 的视频探讨了围绕特斯拉和埃隆·马斯克的一些热门话题,重点关注政治反应、市场分析以及特斯拉的技术更新和法律诉讼。他首先批评 MSNBC 错误地描述了特朗普对特斯拉抗议活动的立场,澄清说特朗普指的是针对特斯拉的暴力行为,将其定性为国内恐怖主义,而不是和平抗议。Loomis 将此与伊丽莎白·沃伦最近对特朗普执政期间通货膨胀的批评进行了对比,指出她在拜登执政期间保持沉默的虚伪。他还将特朗普支持特斯拉与拜登支持美国汽车工人联合会(UAW)进行了类比。 随后,Loomis 深入探讨了对 Act Blue 的潜在调查,据称该组织与资助攻击特斯拉展厅有关。他强调,对购买特斯拉的在线兴趣日益增长,旨在消除特斯拉专供富人的神话。此外,他还强调了特斯拉正得到来自不同群体的支持,以此反击媒体上以负面评价为主的现象。他列举了一些例子,包括一位“电动以色列人”和一位反电动汽车倡导者的父亲,他们都表达了对购买特斯拉的新兴趣。Loomis 甚至提到肖恩·汉尼提(Sean Hannity)购买了一辆 Model S Plaid,并计划赠送一辆。 该视频分析了特朗普的支持对特斯拉销量的潜在影响,认为这可能是一个净收益。Loomis 认为,尽管可能遭到反对特朗普的人的反击,但大量的特朗普选民代表了一个重要的潜在市场。他预计,通过这些新客户对特斯拉的熟悉将推动进一步采用,并增加对汽车质量和 FSD(完全自动驾驶)能力的认可。Loomis 预测,围绕特斯拉的政治两极分化将在 2026 年年中消退,使消费者能够根据产品本身的优点做出购买决定。他乐观地认为,特斯拉将在 2026 年实现无人监督驾驶,他相信这将超过人们对该品牌的任何剩余政治保留。 在法律事务方面,Loomis 讨论了埃隆·马斯克就其薪酬方案在特拉华州最高法院提出的上诉。他解释了法官麦考密克采用的“完全公平”法律标准的复杂性。Loomis 指出了关于公平交易和公平价格的论点,强调法官认为马斯克的潜在报酬“难以理解”。Loomis 表示,特斯拉有希望在新的上诉中取得成功,但整个决定已变成一个政治足球,这使得情况变得复杂。 关于特斯拉的产品开发,Loomis 分享说,Cybertruck 预计将在两周内收到 FSD 更新,包括诸如“从停车位启动 FSD”和改进的控制器功能等特性。他还提到了迈克尔·戴尔与特朗普、埃隆·马斯克和其他科技公司 CEO 的会面,强调了人工智能、具身人工智能、FSD 和擎天柱(Optimus)的重要性。Lars Moravy 澄清说,虽然他们不再进行前端千兆铸造,但后部铸造仍在进行。 针对人们对埃隆·马斯克专注度的担忧,Loomis 提到了丹·艾夫斯(Dan Ives)呼吁马斯克将全部注意力重新放在特斯拉上,理由是投资者感到沮丧。Loomis 不同意这种观点,认为鉴于该公司拥有一支才华横溢的员工队伍,马斯克的出现并非总是必要的。他将艾夫斯的立场归因于来自担心特斯拉股价表现的客户的压力。 Loomis 最后报道说,起亚挪威公司删除了一个批评埃隆·马斯克的社交媒体帖子,承认该帖子原本是想表达幽默,但可能会冒犯他人。然后,他报道说,特斯拉股票当天收盘时大幅上涨,超过了纳斯达克指数。Loomis 最后感谢了他的支持者,并鼓励观众点赞该视频。

Dylan Loomis's video addresses several hot topics surrounding Tesla and Elon Musk, focusing on political reactions, market analysis, and updates on Tesla's technology and legal battles. He begins by criticizing MSNBC for misrepresenting Trump's stance on protests against Tesla, clarifying that Trump was referring to violence against Tesla, labeling it as domestic terrorism, and not peaceful protesting. Loomis contrasts this with Elizabeth Warren's recent criticism of inflation under Trump, pointing out the hypocrisy as she remained silent during Biden's presidency. He also draws a parallel between Trump supporting Tesla and Biden supporting UAW. Loomis then delves into the potential investigation of Act Blue, suggested to be linked to financing attacks on Tesla showrooms. He emphasizes the growing online interest in buying Tesla, aiming to dispel the myth that they are exclusively expensive. Furthermore, he highlights the support Tesla is receiving from diverse groups, countering the predominantly negative media portrayal. He presents examples of individuals, including an "electric Israeli" and the father of an anti-EV advocate, expressing newfound interest in purchasing Teslas. Loomis even mentions Sean Hannity's acquisition of a Model S Plaid and his plan to give one away. The video analyzes the potential impact of Trump's endorsement on Tesla sales, suggesting it could be a net positive. Loomis argues that despite potential backlash from those opposed to Trump, the substantial number of Trump voters represents a significant potential market. He anticipates that familiarity with Tesla through these new customers will drive further adoption and lead to increased recognition of the car's quality and FSD capabilities. Loomis predicts that political polarization around Tesla will diminish by mid-2026, enabling consumers to make purchasing decisions based on product merit. He optimistically envisions Tesla achieving unsupervised driving by 2026, which he believes will outweigh any remaining political reservations about the brand. Turning to legal matters, Loomis discusses Elon Musk's appeal in the Delaware Supreme Court regarding his compensation package. He explains the complexities of the "entire fairness" legal standard, which was applied by Judge McCormick. Loomis notes arguments about fair dealing and fair price, emphasizing that the judge deemed Musk's potential compensation "unfathomable." The professor says that Tesla has a chance to succeed with its new appeal but the situation is complicated by the fact that the entire decision has turned into a political football. Regarding Tesla's product development, Loomis shares that the Cybertruck is expected to receive an FSD update within two weeks, including features such as "start FSD from park" and improved controller functionality. He also touches on Michael Dell's meeting with Trump, Elon Musk, and other tech CEOs, underscoring the importance of AI, embodied AI, FSD, and Optimus. Lars Moravy clarified that while they are no longer doing front end giga casting, the rear casting is still done. Addressing concerns about Elon Musk's focus, Loomis references Dan Ives' call for Musk to return his full attention to Tesla, citing investor frustration. Loomis disagrees, arguing that Musk's presence is not always necessary, given the company's talented workforce. He attributes Ives' stance to pressure from clients concerned about Tesla's stock performance. Loomis concludes by reporting that Kia Norway deleted a social media post that was critical of Elon Musk, acknowledging that it was meant to be humorous but could be offensive. He then reports that Tesla stock closed the day up significantly, outperforming the NASDAQ. Loomis ends by thanking his supporters and encouraging viewers to like the video.