A Lot Just Changed for Tesla / Tesla 4680 Report / Elon on Robotaxi Event ⚡️

Welcome to electrified. It's your host Dylan Lumis. Quick shout out to my newest patron David H. Thank you for choosing to support the channel. So after a wild weekend, I think it's safe to say there will be some new implications for Tesla going forward. Elon was very clear. He now fully endorses President Trump. It was also reported that Elon has donated to a political group working to elect Donald Trump. And we don't know the exact amount, but they said it was a sizable amount. Elon also said that Trump's pick of his vice president, which we know is JD Vance, was an excellent decision. Elon also posted Trump and Vance resounds with victory. Before I even touch on any of the possible implications for Tesla, I think it's important to remind everybody that if we've learned anything from this weekend, it's that really nothing is guaranteed. Trump may be in the driver's seat right now, but anything can happen.

欢迎来到 "电气化频道"。我是你的主持人 Dylan Lumis。首先感谢我最新的赞助者 David H，感谢你选择支持这个频道。在经历了一个疯狂的周末后，我认为可以明确地说，未来对特斯拉会有一些新的影响。埃隆（马斯克）非常明确地表示，他现在完全支持总统特朗普。据报道，埃隆还向一个旨在帮助特朗普当选的政治团体捐款。虽然我们不知道确切数额，但他们说这是一个相当大的金额。埃隆还表示，特朗普选择他副总统候选人（我们知道是 JD Vance）是一个出色的决定。埃隆还发布了“特朗普和范斯大胜”的消息。在讨论这对特斯拉可能产生的任何影响之前，我认为有必要提醒大家，从这个周末我们学到的最重要的一点就是，真的没有什么是有保障的。特朗普或许现在掌握了主动权，但任何事情都有可能发生。

I also think it's important to remember that posts like this from a bizzle will cut both ways. He said Republican here just bought a Tesla because of Elon, which is great. But at the end of the day, it's always going to boil down to the best products at the best prices. I know it's very loud right now, but as we enter 2025, all of the political noise will turn down. But from a policy perspective, there are some things to consider. Let's start with JD Vance. Late last year, JD introduced the Drive American Act, which would eliminate over $100 billion in existing EV subsidies and replace them with the America First Vehicle Credit to promote gas powered vehicles made in the US. At the time, JD said right now, the official policy of the Biden admin is to spend billions of dollars on subsidies for EVs made overseas.

我也认为，记住来自名人的帖子会产生双重影响非常重要。他说这里有位共和党人因为埃隆买了特斯拉，这很棒。但最终，关键还是在于提供最好的产品和最优惠的价格。我知道现在声音很嘈杂，但一旦到了2025年，这些政治喧嚣会逐渐平息。不过，从政策角度来看，有一些事情需要考虑。让我们从JD·万斯开始。去年底，JD提出了《美国驾驶法案》，该法案将取消现有的超过1000亿美元的电动汽车补贴，并用“美国优先汽车信贷”代替，以促进在美国制造的燃油汽车。当时JD说，现在拜登政府的官方政策是花费数十亿美元来补贴海外生产的电动汽车。

I'm still not sure how people are getting away making statements like this because those EV subsidies are for EVs made in North America, not overseas. The whole point of these subsidies is to make us less reliant on EVs and the supply chain from overseas. This America First Vehicle Credit would provide up to $7,500 for new gas or diesel powered vehicles, including hybrids based on a vehicle's payload and seating capacity. The vehicle must be assembled in the US with American parts by highly paid American workers. They said Jeep vehicles built by the UAW in Toledo would qualify for the credit if the workers at the facility are given a significant raise.

我还是不明白人们怎么能发表这种言论，因为这些电动汽车补贴是针对在北美制造的电动汽车，而不是海外的。补贴的整个目的是让我们减少对海外电动汽车及其供应链的依赖。这项美国优先汽车信贷将为新购买的汽油或柴油动力汽车（包括混合动力车）提供最高达7,500美元的补贴，具体根据车辆的载货量和座位容量而定。车辆必须在美国组装，并使用美国产的零部件，由高薪的美国工人制造。他们说，如果托莱多的UAW工厂工人获得大幅加薪，由该厂制造的Jeep车辆将有资格获得这项补贴。

Now, of course, JD Vance is a Senator for Ohio, so comments like this are understandable. But hypothetically removing the EV tax credit and then going a step further and introducing one for gas or diesel vehicles clearly would not be great for Tesla. At this point, I think it's also very important to keep in mind that there is a large chasm between political rhetoric and what people talk about on the campaign trail and even introducing legislation to all of that actually going into effect. Plus, as Elon continues to support and engage in talks with both Trump and JD, all of their political thoughts and stances are subject to change. On the bright side, JD has railed heavily against environmental, social and governance investing. ESG.

当然了，JD·万斯现在是俄亥俄州的参议员，所以这种评论是可以理解的。但是，假设取消电动汽车税收抵免，然后进一步引入对汽油或柴油车的税收抵免，显然对特斯拉是不利的。在这一点上，我认为还必须记住，政治言辞和竞选期间谈论的事情与实际生效的立法之间存在很大的差距。此外，随着埃隆继续支持并参与与特朗普和JD的谈话，他们所有的政治想法和立场都有可能改变。好的一面是，JD对环境、社会和治理投资（ESG）提出了强烈的批评。

On the climate, JD said even if there was a climate crisis, I don't know how the way to solve it is buying more Chinese manufactured EVs. But just two years before that, JD said society had a climate problem because cleaner sources of energy have not taken significant market share. Case in point, things can change. JD also said I think the inflation reduction act is mostly a lot of green energy stuff. I think it's made our economy less energy independent. It's also added a lot of costs out there and a lot of federal spending that's forced the inflation prices. And I also think it's sort of hastening a transition away from things like the gas driven cars that most Americans don't want.

关于气候问题，JD说即使存在气候危机，我也不知道通过购买更多中国制造的电动汽车能解决问题。然而就在两年前，JD曾说社会面临气候问题，因为清洁能源并没有占据显著的市场份额。这个例子表明情况可能会改变。JD还说，我认为《降低通胀法案》大部分都是关于绿色能源的。我认为它让我们的经济在能源方面变得更加依赖外部。同时它还增加了很多成本和联邦支出，这些都推高了通胀价格。我还认为，这也加速了从大多数美国人不愿放弃的汽油驱动车向其他交通工具的过渡。

So I think there's a lot of bad policy in there. And I'd like to get rid of a lot of it. From everything I'm reading, it seems like Trump will not have the ability to unilaterally repeal the entire inflation reduction act, but he definitely may be able to make the implementation of it more difficult. So whether it's tightening some of the limits for tax credit availability or maybe holding back certain grants, that type of action seems a lot more likely than an entire repeal of the IRA. But if you actually look for some data, Fidelity said Republican states account for 58% of the projects announced under the IRA, Democrat states are 32% and swing states are 10%. So Trump and JD may feel an obligation to publicly speak out against the IRA, but they cannot overlook all of the jobs and investments.

所以我认为这里面有很多不好的政策，我希望能去除很多。根据我读到的所有信息，似乎特朗普没有办法单方面废除整个《降低通胀法案》，但他肯定有可能让其实施变得更加困难。比如，收紧税收抵免的限制或推迟某些拨款，这类行动比全面废除《降低通胀法案》更为可能。但如果你看一些数据，Fidelity 表示共和党州占该法案宣布项目的58%，民主党州占32%，摇摆州占10%。所以，特朗普和他的团队可能会觉得有义务公开反对《降低通胀法案》，但他们不能忽视所有这些工作机会和投资。

On that front, from the DOE, North American battery and EV supply chain investments grew to more than $250 billion by the end of 2023. Investment by manufacturing products shows that cell production accounted for about half of all investments by the end of last year, followed by EV assembly at 22% and minerals at 12%. Looking at the chart, here's the line where the infrastructure law went into effect, and here's the line where the inflation reduction act went into effect. You can clearly see the impact they've had. Naturally, we have Fred Lambert saying that some of JD's policies would crush Tesla's sales in the US. At least relative to the current administration, Elon and Trump have had a friendly relationship, and that was before Elon came out publicly endorsing Trump.

关于这方面，从DOE（能源部）的数据来看，到2023年底，北美电池和电动汽车供应链的投资增长到了超过2500亿美元。从产品制造的投资来看，到去年年底，电池生产占了大约一半的投资，其次是电动汽车组装占22%，矿物占12%。我们来看这张图表，这是基础设施法生效的时间点，这是通货膨胀削减法案生效的时间点。你可以清楚地看到它们的影响。自然地，我们听到了Fred Lambert说JD的一些政策会重创特斯拉在美国的销售。至少相对于现任政府，埃隆·马斯克和特朗普有着友好的关系，而且这是在埃隆公开支持特朗普之前的事。

And while these reports were later denied that Elon may become a policy advisor to Trump if he were to win, I still think it could actually be the outcome. So even if it's never an official role, I'm pretty confident that Trump would be going to Elon for feedback on certain topics, and that Trump would not want to do anything that would deliberately harm Tesla. And on the more optimistic side, there is a chance that Elon could help Trump and JD to see the light when it comes to Tesla's ability to help America become more energy independent. And I agree with Gene Munster on this one, as he said, the significance of the endorsement goes well beyond EVs and could pave the way for Trump's administration to be pro autonomy.

尽管后来否认了有关埃隆可能在特朗普获胜后成为其政策顾问的报道，但我仍然认为这种情况有可能发生。即使这从未成为一个正式职务，我也很自信特朗普会在某些问题上向埃隆求教，而且特朗普也不会故意做任何损害特斯拉的事情。更加乐观地看，埃隆有机会帮助特朗普和共和党（JD）认识到特斯拉在帮助美国实现能源独立方面的潜力。我同意吉恩·芒斯特的观点，他指出，这种支持的意义远不止于电动车，还可能为特朗普政府支持自主性铺平道路。

This would likely quicken regulatory and state approval for these systems unlocking a new, highly profitable revenue stream for the company. I would also argue that it's likely that in the event of a Trump presidency, the weaponization of these federal agencies against Elon would actually come to an end. I think it's largely overlooked how much time money in brain cycles are actually required to fight all of these battles against these federal agencies and not just for Tesla, but all of Elon's companies. I'm really not a fan of generalizations like saying a left or the right always does one thing or another, but it is true that Elon endorsing Trump could bring a larger portion of those on the right into the EV realm.

这可能会加快这些系统的监管和州级审批，为公司解锁一种新的、高度盈利的收入来源。我也认为，如果特朗普当选总统，这些联邦机构对埃隆（马斯克）的打压实际上会结束。我认为，大家普遍低估了应对这些联邦机构对抗所需的时间和智力成本，不仅仅是对于特斯拉，对埃隆旗下的所有公司都是如此。我并不喜欢这样的泛泛之论：左派或右派总是做某些事情，但事实是，埃隆支持特朗普可能会让更多右派人士接受电动汽车。

So perhaps Elon endorsing Trump will open the door for more Republicans to begin to understand that it's actually Tesla that has the most American made cars. This weekend, Elon said dangerous times ahead, two people on separate occasions have already tried to kill me in the past eight months. They were arrested with guns about a 20 minute drive from Tesla's HQ in Texas. On that front, Alexandra has put together another shareholder letter, this time asking for Tesla's board to increase the security budget for Elon, the board members, the employees and the sites. If you'd like to sign this in support of Elon and the team having better security going forward, I will have this link below.

也许埃隆支持特朗普将为更多共和党人打开一扇门，让他们开始理解特斯拉其实是生产最多美国制造汽车的公司。这个周末，埃隆说前方有危险时期，过去八个月里，已经有两次有人试图杀害他。他们在距离特斯拉德克萨斯总部大约20分钟车程的地方被逮捕，手中携带枪支。对此，亚历山德拉准备了另一封股东信，这次要求特斯拉董事会增加对埃隆、董事会成员、员工和场所的安保预算。如果你愿意支持提升埃隆和团队的安全保障，可以通过下面的链接签名。

For what it's worth, I'm in the camp that believes Tesla will succeed, no matter who is the president, but it's also true over the next year or so, it seems likely that from a political standpoint, there may be some policy changes that impact Tesla. Some good, others not so much. Chuck Cook has reported that at least for him, the phantom drain problem on the cyber truck has been improved greatly. Over a 15 day period, his battery drain was only 11%. It was parked in a tree cover driveway with Sentry Mode and cabin overheat protection turned off, one software update was downloaded and installed. 11% is still material for a two week period, but this is much better than it was before. Chuck also said that Tesla 8s operators were out driving his left turn. Chuck thought it could be for 12.4.5, but Elon replied saying 12.5.

就我个人看法而言，我相信特斯拉会成功，无论谁当总统。但同样事实是，在接下来的大约一年时间里，从政治角度来看，可能会有一些政策变化影响特斯拉。其中有些是好的，有些则不太理想。Chuck Cook 报告称，至少对他而言，网络卡车的“虚耗电量”问题已经大大改善。在15天的时间里，他的电池仅耗电11%。当时车辆停在树荫覆盖的车道上，哨兵模式和车厢过热保护都关闭了，并下载并安装了一次软件更新。11%对于两周的时间来说仍然显著，但比之前好多了。Chuck还说，特斯拉的操作员们正在测试他的左转。Chuck以为是为了12.4.5版本，但埃隆回复说是12.5版本。

Elon also reiterated the amount of testing time it takes to figure out if the new AI is better than the existing AI, as measured by miles between interventions, is the limiting factor on progress. The better FSD gets, the longer it takes to find interventions. And yes, I'm aware that plenty of people are having no trouble finding interventions where they live. But since version 12.4.3 has seemingly stalled out when it comes to an actual wide release, there's a chance that 12.5 is now the version that is the one going to a wide release. That's pure speculation on my part, but if the validation testing for 12.5 goes well, there's a chance it could trump version 12.4.3. Holmars did post a video of 12.4.3 driving on the wrong side of the road while attempting to make a left turn, and this is not the first time we've seen this on 12.4.3. Holmars did however say they already fixed it, but there's a reason 12.4.3 has not gone to wide release, and there are clips out there like this one showing it going right through a red light, which is odd because I know a lot of us experience slamming on the brakes, even at a yellow light.

埃隆还重申了测试新AI是否优于现有AI所需的时间，衡量标准是两次干预之间的行驶里程，这正是进展的限制因素。FSD（全自动驾驶）的性能越好，找到干预点所需的时间就越长。是的，我知道有很多人能轻松找到他们所在地区的干预点。但由于12.4.3版本在广泛发布方面似乎停滞不前，有可能12.5版本会成为即将广泛发布的版本。这纯粹是我的猜测，但如果12.5版本的验证测试顺利，它可能会取代12.4.3版本。Holmars发布了一个12.4.3版本在尝试左转时在错误车道上行驶的视频，这不是我们第一次看到12.4.3版本出现此问题。然而，Holmars表示他们已经修复了这个问题，但12.4.3版本尚未广泛发布是有原因的，网上有一些片段显示它闯红灯，这很奇怪，因为我们中的很多人都经历过它甚至在黄灯时紧急刹车的情况。

We're also hearing that with FSD12.5 Tesla vehicles will be able to communicate road closures or other obstacles back to the rest of the fleet in real time. This will turn FSD into software that's constantly improving as the fleet gathers more data instead of waiting for a software update. If you've ever used Waze, you'll likely be familiar with how this real time fleet communication can be beneficial.

我们还听说，随着FSD12.5版本的发布，特斯拉车辆将能够实时向整个车队传达道路封闭或其他障碍信息。这将使FSD变成一种不断改进的软件，因为车队收集到更多数据，而不再需要等待软件更新。如果你用过Waze，你可能会知道这种实时车队通信有多大的好处。

When it comes to Tesla's summer software update 2024.26.1, the word is now that YouTube music is not going to be included, but it may come with a later dot release. Tesla may have found some bugs with YouTube music, but the word is it's still coming just on a slight delay. The climate control UI is also supposed to get an update, but they're saying initially it'll just be changed for the Model 3 and Y. And the weather forecast app, which will be a pop out display when you tap the temperature reading, will be arriving with support for North America, Europe and other regions.

关于特斯拉2024.26.1版本的夏季软件更新，有消息称YouTube音乐暂时不会包括在内，但可能会在后续的小版本更新中添加。特斯拉可能发现了YouTube音乐的一些问题，不过消息说它仍然会推出，只是稍微延期了。气候控制界面也预计会更新，但据说最初只会针对Model 3和Model Y进行更改。天气预报应用则会在你点击温度读数时弹出显示，并且将支持北美、欧洲和其他地区。

Tesla may start rolling out this update to initial testers soon, so perhaps wide release in the next few weeks. Warren Redlich put out a good video talking about what really happened with Elon in the Tesla Robotaxi event and the delay. Responding to it, Elon said I requested what I think is an important design change to the front and extra time allows us to show off a few other things. So the Robotaxi event is likely to be delayed, but we don't have a new date or a set timeline, it's probably just going to be a matter of how long this change actually takes.

特斯拉可能很快会开始向初步测试者推出这个更新，因此可能在接下来的几周内进行广泛发布。沃伦·雷德里奇发布了一个不错的视频，讨论了在特斯拉自动驾驶出租车活动中发生的事情以及延迟的原因。对此，埃隆回应说，他要求对前部进行一个非常重要的设计修改，额外的时间还可以让他们展示一些其他东西。所以，自动驾驶出租车活动可能会推迟，但我们还没有新的日期或具体的时间表，这可能取决于这个设计修改需要多长时间。

And Warren did say he had two sources that were saying these Tesla engineers were very impressed with the change Elon requested. And today on X, Elon posted this image, which appears to be a cybercab prototype that does indeed have four doors. I'm pretty confident this image is AI generated, but Tesla could be taking some design cues from this for the next gen platform. All I know for sure is that event cannot come soon enough.

沃伦确实说过，他有两个消息来源称，这些特斯拉工程师对埃隆要求的改动非常满意。今天在X（社交平台）上，埃隆发布了一张看似为赛博卡车原型的图片，它确实有四个车门。我很确定这张图片是由人工智能生成的，但特斯拉可能会从中汲取一些设计灵感用于下一代平台。我唯一确定的是，那场发布会来得越快越好。

And China has added Shanghai to a list of top tier cities allowing the use of driverless Robotaxis in which no safety supervisors are present. For now though, it's only about 127 miles of roads. There was a long article from the information talking about how Tesla's 4680s really haven't lived up to the battery day expectations. But I think they buried the lead as toward the end of the article they said the 4680 team aims to validate its engineering approach to high volume production on manufacturing by September. First though, Elon wants them to scale up a fix the 4680 team found to a flaw in the 4680 that often causes the core of the batteries, the electrode sheets wound into the shape of a cylinder, then inserted into the 4680 can to collapse in on themselves such a mishap can ruin the battery. Elon ordered the team to produce a one off 4680 battery pack containing both dry cathodes and a resolution for core collapse by this month to go into a cyber truck that Elon wants to publicly show. Earlier this month, the team successfully produced this one off battery. Now it must figure out how to make the 4680 with the fixes fast and at large volume. So what this means is the 4680 team has successfully produced a battery with a dry cathode and we know that Tesla has already cracked the code for the DBE on the anode side. Now we know what they say about prototypes and Tesla still has to figure this out at scale which has been the challenge but potentially there is some progress being made.

中国已经将上海列入顶级城市名单，允许使用无需安全监督员的无人驾驶机器人出租车。不过，目前这类出租车只在大约127英里的道路上运营。 有一篇长文详细讨论了特斯拉的4680电池未达到“电池日”活动所宣称的期望。但我认为文章在末尾埋了一个重要信息，他们提到4680团队目标是到九月份验证其高产量制造的工程方法。 首先，Elon要求团队放大他们发现的4680电池缺陷的修复措施。这个缺陷是电池的芯部——卷成圆柱形状的电极片并插入4680电池壳——常会自行塌陷，这种事故会毁坏电池。Elon命令团队在本月内生产出一块包含干电极和解决塌陷问题的4680电池包，计划安装到他想公开展示的Cybertruck上。本月初，团队成功生产出了这块特殊的电池，现在他们必须找出如何快速且大规模制造修复后的4680电池的方法。 这意味着4680团队已经成功生产出一个包含干电极的电池，而且我们知道特斯拉已经破解了用于负极的干电极技术。虽然原型车与量产之间存在巨大挑战，但这显示出特斯拉在这方面可能取得了一些进展。

Acacia energy has secured financing for one of the largest four hour batteries globally and will add more than 1.66 gigawatt hours of storage capacity to the national electricity market in Australia. Early works have begun on the project which will feature Tesla Mega Pack technology and it's set to commence commercial operations in 2026. This project will need around 415 Tesla Mega Packs and at $1 million each you can do the math.

Acacia能源公司已获得资金，计划建设全球最大之一的四小时电池项目，将为澳大利亚国家电力市场新增1.66吉瓦时以上的储能容量。目前，项目的前期工作已经开始，项目将使用特斯拉Mega Pack技术，预计于2026年开始商业运营。该项目需要约415个特斯拉Mega Packs，每个价值100万美元，你可以自己算算总费用。

We got some awesome free marketing for Tesla in a recent Mr. Beast video he had 10 cyber trucks and the people that were in this game basically had the option to shoot a free throw and if they make it they win one for one of their subscribers. But if they missed the free throw they were eliminated from the game. I did watch this part of the video and only two people actually made the free throw so I think only two cyber trucks were actually given away but still awesome promotion. I say that because this video is the number one on YouTube's trending and in two days it already has 105 million views.

我们在最近的Mr. Beast视频中为特斯拉获得了一些超棒的免费宣传。他在视频中准备了10辆Cybertruck，参与者可以选择投篮——如果投进了，他们可以为自己的一个订阅者赢得一辆车；如果没投进，他们就会被淘汰。我看了视频中的这一部分，只有两个人投中了，所以好像只有两辆Cybertruck被送出，但这仍然是很棒的宣传。因为这个视频已经在YouTube的热门榜上排名第一，两天之内就已经有了1.05亿的观看量。

Over the weekend you may have seen these climate activists over in Germany that were pouring orange paint on a cyber truck that was on display. Maybe it's just me but I think it's time to start punishing people like this. Tesla is now offering an energy boost option for the Model Y for $1,600 this one unlocks 50 miles of range. Depending on your battery some others have a $1,000 option for 30 miles of range.

在周末，你可能看到了这些气候活动家在德国向展出的一辆赛博卡车泼洒橙色油漆。也许只是我的看法，但我认为是时候开始惩罚这种行为了。特斯拉现在为Model Y提供了一种售价1600美元的能量提升选项，可以增加50英里的续航里程。根据你的电池情况，还有另一个选项，花费1000美元可以增加30英里的续航里程。

In May Elon said the 260 mile range Model Y's built over the past several months actually have more range that can be unlocked. At the time they were waiting for regulatory approval. People love to criticize this move by Tesla acting like they're trying to win one over on their customers but the customers that bought this Model Y with lower range actually paid less for their vehicle.

5月份，埃隆（Elon）表示过去几个月生产的260英里续航的Model Y实际上可以解锁更多的续航里程。当时他们正在等待监管部门的批准。人们喜欢批评特斯拉的这一做法，认为他们是在占顾客的便宜，但实际上这些买了低续航版本Model Y的顾客支付了更少的钱。

So at the time they were on board with both the price and the range and now they have the option to upgrade no one is forcing anyone to do anything. I don't know this for sure but I think it's reasonable to assume if you have one of these vehicles and you don't upgrade you should be able to charge your car to 100% without worrying about battery degradation since there is extra capacity.

所以，当时他们对价格和续航都感到满意，现在他们有升级的选择，没有人强迫他们做任何事情。我不确定这点，但我认为合理的猜测是，如果你拥有其中一辆车并且不升级，你应该可以放心地充电到100%而不用担心电池衰减，因为有额外的容量。

It seems like I'm in the minority here but all these people saying they paid for the whole battery pack well actually you didn't because when you bought the car you spent a few thousand dollars less for that lower range number. It's just now you have the option to pay the difference for the whole battery pack. And by the way reserving batteries like this actually hurts Tesla because they go all that time with the batteries in the car that they're not actually being paid for.

似乎我在这里是少数意见。很多人都说他们已经为整块电池组付过钱，实际上你们没有，因为当你买车时，你为了较低的续航里程支付了几千美元少一点的钱。现在你有机会支付差价来获得整块电池组。另外，像这样预留电池实际上对特斯拉有害，因为电池在车里，但他们并没有真正从中获得支付。

And who knows maybe Tesla just wanted to test the 4680 battery packs in the Model Y before pushing the packs to the limit unlocking all of that range. Just a heads up Tesla has some new apparel on the shop. Alexandra gave us an update that the motion to revise the initial opinion from Elon's compensation plan trial is now scheduled for August 2nd. Italy and Spain have decided to back the EU tariffs on imports of China built EVs.

谁知道呢，也许特斯拉只是想在Model Y中测试一下4680电池组，在解锁所有续航里程之前先进行测试。顺便提一下，特斯拉在商店上架了一些新款服饰。亚历山德拉给我们更新了消息，修订埃隆补偿计划审判初步意见的动议现在定于8月2日进行。意大利和西班牙已经决定支持欧盟对进口的中国制造电动汽车征收关税。

Tonight is the deadline for all 27 EU members to take their stand on the matter. There's still a few months where both sides can negotiate but this does impact Tesla and they've already had to raise prices on the Model 3 for some countries. Tesla was looking to obtain a patent license ahead of their plans to launch 5G vehicles in the UK. Tesla wanted the courts to determine fair licensing rules but a judge said in a written ruling Tesla's bid for a license must be thrown out but Tesla's claim to revoke three of Inter Digital's patents can continue.

今晚是所有27个欧盟成员国对这一问题表态的最后期限。双方还有几个月的时间可以进行谈判，但这已经对特斯拉产生了影响，他们不得不在一些国家提高Model 3的价格。特斯拉计划在英国推出5G车辆，希望在此之前获得专利许可。特斯拉希望法院能确定公平的许可规则，但一位法官在书面裁决中表示，特斯拉的许可申请必须被驳回，但特斯拉废除Inter Digital公司三项专利的请求可以继续进行。

Tesla's move to 5G has a lot to do with lower latency and higher data throughput. Think about things like OTA updates, autonomous driving, optimists, and then communication in and around its factories. For BMW in quarter 2, 17.4% of all vehicles delivered were purely electric. That was up from quarter 2 last year when that number was 14.1%. According to JD Power, in every state except Maine and West Virginia, the total cost of ownership for an EV over 5 years is less than a comparable gas vehicle.

特斯拉转向5G的一个主要原因是因为5G具有更低的延迟和更高的数据吞吐量。想想OTA更新（远程升级）、自动驾驶、乐观主义者（Optimists，可能是特斯拉的乐观开发计划）以及工厂内部和周围的通信。对于宝马来说，在第二季度，17.4%的交付车辆是纯电动的。这个比例比去年第二季度的14.1%有所增加。根据JD Power的调查，除了缅因州和西弗吉尼亚州外，在每个州，拥有一辆电动汽车在五年内的总成本都比同类汽油车更低。

EV owners in Colorado, Illinois, Nevada, and New Jersey will save more than $8,000 on their vehicle versus a comparable gas vehicle. And so we're seeing a little bit of a slowdown right now. We won't get to a million just because the market's not developing but it will get there. And so we're going to be guided by the customer but what I like to tell people is get an electric vehicle and drive it. So as the charging infrastructure gets more robust, as EVs become more affordable, I definitely think we're going to see that growth and the next 10, 11, 12 years is going to be pretty transformative in the way people move.

科罗拉多州、伊利诺伊州、内华达州和新泽西州的电动车车主相比同类的燃油车将节省超过8000美元。因此，我们现在看到市场有些放缓。虽然我们目前无法达到一百万辆电动车的目标，因为市场还在发展中，但这个目标终将实现。我们会以顾客需求为导向，我建议大家尽量去体验驾驶电动车。随着充电基础设施越来越完善，电动车变得更加实惠，我坚信我们会看到市场的增长。接下来的10年、11年、12年，将会在出行方式方面带来巨大的变革。

GM not expecting to hit its 2025 EV targets is truly shocking. Tesla stock closed the day at $252.64 up 1.78% while the NASDAQ was up 0.4%. It was a higher volume day for Tesla trading 43 million shares above the average volume the past 30 days. 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.

通用汽车不太可能实现其2025年的电动汽车目标，这实在是令人震惊。特斯拉的股价以252.64美元收盘，上涨了1.78%，而纳斯达克指数则上涨了0.4%。当天特斯拉的交易量较高，共交易了4300万股，超过了过去30天的平均交易量。希望大家有一个愉快的一天。如果你喜欢这段视频，请点个赞。你可以在下面找到我的X链接，感谢所有在Patreon上支持我的朋友们。