Cybertruck Updates / Tesla China Reports / Elon vs. CA ⚡️

Look, Elon and I know each other a little bit, but Elon is actually a great example of an American entrepreneur Yeah, built a company but also a company that's employed a lot of good American workers If you think about you know, Elon Musk is in some ways a throwback to an older generation of American entrepreneur He builds real things he builds cars he builds rockets and that's I think the kind of kind of economy that President Trump wants to create

你看，我和埃隆·马斯克（Elon Musk）有点认识，但实际上，埃隆是美国企业家的一个很好的例子。他不仅建立了自己的公司，还为很多美国工人提供了就业机会。如果你想想看，埃隆·马斯克在某些方面像是老一代的美国企业家。他造真正的东西，比如汽车和火箭。我想，这正是特朗普总统希望创造的那种经济。

Welcome to electrified. It's your host Dylan Lumis So last week we covered the Cybertruck sales throughout the year from that Cox data But here it's framed a bit differently here are the numbers for EV pickup registrations for May Cybertruck 3,900 F-150 Lightning 2,300 Rivians R1T 1,200 and then Chevy Silverado EV with 668 and the GMC Hummer with 359 zooming out a bit though and looking at January through May the F-150 Lightning still has the lead at 13,400 with the Cybertruck behind it at 7,900 and the Rivian R1T is at 3,900 and all of this data is US only by the way going forward I have decided just to round certain numbers up or down where it makes sense So wanted to make that clear and for the month of May the Cybertruck was the fifth best-selling EV in the country

欢迎收听《电动时代》，我是主持人Dylan Lumis。上周我们根据Cox的数据讨论了全年Cybertruck的销售情况，但这里的数据换了个角度，展示的是5月份电动皮卡的注册数量。 具体数字为：Cybertruck注册数量为3900辆，福特F-150 Lightning为2300辆，Rivian R1T为1200辆，雪佛兰Silverado EV为668辆，GMC Hummer为359辆。 整体来看，从1月至5月，福特F-150 Lightning以13400辆的注册数量领先，Cybertruck紧随其后，注册了7900辆，Rivian R1T则为3900辆。所有这些数据都仅限于美国市场。 未来我决定在合适的情况下对某些数字进行四舍五入，所以特此说明一下。此外，Cybertruck在5月份是全美电动车销量排名第五的车型。

It's true. There's a lot of pent-up demand, but the F-150 Lightning starts at $57,000 with the Cybertruck starting at a hundred thousand for now an analyst at S&P had this to say about the Cybertruck I just don't see how it becomes anything approaching a mainstream vehicle given its design However, Elon is so visionary he's so out in front of everyone else and he's succeeded That's why I'm not going to dismiss it completely frankly if it was from another company. I would dismiss it after that I'd like to be on record saying that for the next two to three years at least I think Cybertruck sales are going to surprise a lot of people even some Tesla fans a reddit user shared He got a text from Tesla saying that the new arrow covers for the Cybertruck are finally ready right now Some people are reporting that they have to go to a service center to grab them and have them installed Others are saying that they're starting to ship them out Sawyer shared this image for comparison

这是真的，有大量的抑制需求，但F-150 Lightning的起售价是57,000美元，而Cybertruck的起售价暂时是100,000美元。标准普尔的一位分析师对Cybertruck有这样的评价：“我不认为它会成为接近主流的车型，鉴于它的设计。然而，埃隆·马斯克非常有远见，他遥遥领先于其他人，他已经取得了成功。这就是为什么我不会完全否定它。坦率地说，如果这是另一家公司的产品，我会直接否定。但我要声明的是，在接下来的两到三年里，我认为Cybertruck的销量会让很多人大吃一惊，甚至包括一些特斯拉的粉丝。” 一位Reddit用户分享说，他收到特斯拉的短信，表示Cybertruck的新空气动力轮毂盖终于准备好了。目前有些人报告，他们需要去服务中心领取并安装，还有些人说已经开始发货了。Sawyer分享了这张对比图。

You can see with the new caps each of the spokes is roughly a half an inch shorter than the prior version So that wheel rub should be gone the Cybertruck program manager Sedan to was the replied to Sawyer saying that the Cybertruck light bar will soon be available for foundation series Cyber Beast customers they'll get it first Apparently everyone at Tesla loves the word soon So hopefully sometime this summer as you can see in this cyber beast order Configuration the off-road light bar was indeed included the light bar was not included for the dual motor all-wheel drive variants So once the cyber beast customers are satisfied then I would imagine dual motor customers will have the option to buy it Also for Cybertruck owners under additional vehicle info garage door opener is now showing up as not installed So maybe home link coming to the Cybertruck in the future Elon shared a picture of him standing by the Cybertruck saying the Cybertruck has a sloped roof

你可以看到，新轮帽使每根辐条比之前版本短了大约半英寸，所以车轮摩擦问题应该已经解决了。Cybertruck项目经理Sedan回复Sawyer说，Cybertruck的光条很快将对Foundation系列的Cyber Beast客户开放，优先提供给他们。显然，特斯拉的员工都很喜欢用“很快”这个词，所以希望能在今年夏天实现。正如你在这个Cyber Beast订购配置中看到的，越野光条确实包括在内，但不包括在双电机全轮驱动车型中。一旦Cyber Beast客户满足，他们想必会向双电机客户提供此选项。另外，关于Cybertruck的附加车辆信息，现在车库门开关显示未安装，所以可能未来会有Home Link功能。埃隆分享了一张他站在Cybertruck旁边的照片，说这款车有个倾斜的车顶设计。

Just saying the wait time for all variants of the model 3 in China is now bumped back to three to five weeks from two to four Previously, but just earlier this month it was actually one to four weeks all trims of the model Why are unchanged at one to three weeks? There was a Chinese financial outlet reporting that gigashiang highs factory was operating at full capacity They said the high number of robotic arms brings gigashiang high to 95% fully automated production Which we knew and they said the automation rate of Tesla's welding workshop is close to 100% Tesla China's VP Tao Lin said gigashiang high will maintain the current production and is very confident in the Chinese market We'll find out early in August if that report is true because to date gigashiang high certainly has not been operating at full capacity We know that it has the ability to produce over 90,000 units in one month and for all of quarter two it was only producing between 60 and 70,000 Looking at the year to date number four production from gigashiang high it's currently down 8.8% But earlier this year there were reports that production was going to be slowed from March through June So maybe that slowdown has been lifted and we'll find out soon enough

只是说明一下，现在中国所有型号的Model 3的等待时间从之前的两到四周延长到了三到五周，而就在本月初，等待时间还只是一个到四周。所有型号的Model Y等待时间仍保持在一到三周不变。一家中国财经媒体报道称，上海超级工厂的运营已满负荷。他们说，大量使用机器臂使上海超级工厂的自动化率达到了95%，这一点我们早已知道。他们还表示，特斯拉焊接车间的自动化率接近100%。特斯拉中国副总裁陶琳表示，上海超级工厂将维持当前生产，对中国市场非常有信心。 我们会在八月初确认报告是否属实，因为截至目前，上海超级工厂显然还未满负荷运转。我们知道它每月有能力生产超过90,000辆汽车，而第二季度整季的产量仅在60,000到70,000辆之间。从年初至今，上海超级工厂的产量下降了8.8%。不过，早些时候有报道称，从三月至六月，产量将放缓。也许这一放缓已经结束，我们很快就会知道答案。

We heard about this partnership at CES earlier this year and now it's official Samsung has launched an energy management service for Tesla EVs in the US Not just EVs though synced with the Tesla apps powerwall storm watch function the AI powered smart things connectivity platform alerts users on their connected TVs and mobile devices in case of extreme weather conditions like hurricanes or heavy snowfall The collaboration focuses on integrating Samsung smart things energy with Tesla's energy products lineup including the powerwall solar inverter wall connector and EVs Samsung does have plans to expand the service outside the US in the future

我们在今年年初的CES上听说了这次合作，现在它已经正式启动。三星在美国推出了一项针对特斯拉电动汽车的能源管理服务。不过，不仅仅是电动汽车，该服务还可以与特斯拉应用程序中的Powerwall（电池墙）的Storm Watch（风暴监测）功能同步。当遇到像飓风或大雪这样的极端天气情况时，这个由人工智能驱动的SmartThings智能连接平台会通过连接的电视和移动设备提醒用户。 此次合作的重点是将三星SmartThings能源平台与特斯拉的能源产品线（包括Powerwall、电力逆变器、墙壁充电器和电动汽车）进行整合。将来，三星计划在美国以外的地方推广这项服务。

Here's a look at the Tesla semi progress out in giga Nevada And this is from Heinrich Zane and this one you can actually see some people walking around by this white truck again to give you a sense of the scale Tesla manufacturing shared a three-minute video talking about the new forest that they are planting in building that will be twice the size of the Forest that they had to cut down for giga Berlin This one will be an actual forest with a mixture of trees shrubs and different species of plants Here they said almost 450 soccer fields have been a forested Which just means converting land into a forest in the video They said a special machine was developed to actually plant that many trees Neo is a German abbreviation for million so one million trees planted in 2024 alone Personally, I think Tesla should play this video on a big screen for all of the people camping in that fake forest outside of giga Berlin that are protesting

这是一个关于特斯拉半挂卡车在内华达州超级工厂进展的视频，这是由海因里希·赞恩提供的。你可以在视频中看到一些人在白色卡车旁边走动，这可以让你感受到项目的规模。 特斯拉发布了一段三分钟的视频，介绍他们正在建造的新森林。这个新森林的面积将是为了修建柏林超级工厂而砍伐的森林的两倍。这个新森林将是一片真正的森林，其中包含了各种树木、灌木和不同种类的植物。 在视频中提到，他们几乎绿化了450个足球场的面积（即将土地变成森林）。他们还提到，开发了一种特殊的机器来种植这么多树木。Neo（德语中的百万）代表一百万，意味着他们在2024年将种植一百万棵树。 个人而言，我认为特斯拉应该在柏林超级工厂外的那个假森林里，为所有在那里抗议的人播放这段视频。

Berlin's expansion just to get a feel for what Wall Street is thinking ahead of Tesla's quarter two Financials we have Barclays increasing their Tesla stock price target to 225 but they have a bearish tone It was roughly a $40 price target bump But they're expecting auto gross margins of 16% But this is why you have to be careful with what you read because then they said with a 40 basis point quarter over quarter decline So the number they were actually talking about was auto gross margin X credits because that was 16.4% in quarter one and they actually said something I shared earlier this year Tesla has faced uncertainty from an investment thesis pivot shifting focus from vehicle manufacturing to autonomy and AI Introduces significant unpredictability while we appreciate the potentially disruptive opportunity from these businesses We believe they cast uncertainty on the path ahead for Tesla But even if the market reacts negatively to quarter two it may be short-lived Thanks to the enthusiasm for those autonomy and AI efforts But the main reason I wanted to share all of that they concluded this complicated balance keeps us on the sidelines

柏林的扩展只是为了了解华尔街在特斯拉第二季度财报发布前的想法。巴克莱银行将特斯拉股票目标价格上调到225美元，但他们的语气偏向悲观。这大约是40美元的目标价格提升，但他们预计汽车毛利率为16%。这就是为什么你需要小心阅读的原因，因为随后他们表示环比下降了40个基点。他们实际上讨论的数字是扣除信贷后的汽车毛利率，因为这个数字在第一季度是16.4%。他们还提到今年早些时候我分享过的观点：特斯拉的投资理论发生了转变，从专注于车辆制造转向自动驾驶和人工智能，这带来了很大的不确定性。虽然我们认可这些业务潜在的颠覆性机会，但我们认为它们为特斯拉的未来带来了不确定性。然而，即使市场对第二季度财报的反应可能是负面的，它也可能是短暂的，因为人们对自动驾驶和人工智能的热情是非常高涨的。但我主要想分享的是，巴克莱认为这种复杂的平衡促使他们保持观望。

There are some headlines out there about Kathy Wood saying Tesla stock could 10x thanks to rebel taxis. This was on Bloomberg's Tiger money podcast and much of what she said we have heard before. But she said if we're right Tesla stock has miles to go. She said that's what we think people are missing the size of the opportunity how quickly it's going to scale and how profitable. It's going to be adding she expects Tesla to lead the US market. They also talked about investors piling into the mag 6 to which Kathy said investors risk appetite will broaden to other Stocks with disruptive tech as interest rates fall now would be the wrong time to sell our strategy. We believe interest rates are going to come down and going to come down more dramatically than most people think..

有一些头条新闻报道凯西·伍德（Kathy Wood）表示，由于“叛逆出租车”，特斯拉股票可能会增长十倍。这是在彭博社的《老虎钱》播客中提到的，她之前也多次表达过类似的观点。但她说，如果我们是对的，特斯拉股票还有很大的上升空间。她指出，人们忽视了这个机会的规模、速度和盈利能力。她还预计特斯拉将领导美国市场。 他们还谈到了投资者涌入“迈格6”（主要科技六大巨头）股票，对此凯西表示，随着利率下降，投资者的风险偏好将扩展到其他具有颠覆性技术的股票，现在出售我们的策略是错误的。我们相信利率将会下降，而且下降幅度将超出大多数人的预期。

Elon said the X HQ will move to Austin also leaving California. He said I've had enough of dodging gangs of violent drug addicts just to get in and out of the building and how about this reaction from California state Senator Scott Weiner quote posting Elon about moving SpaceX out of California. He said a California literally made you with taxpayer subsidies and because it's the best place around. Will this be a fake temper tantrum move just like Tesla's fake move to Texas? My guess is that Scott is referring to Tesla maintaining an engineering HQ in California and of course with Fremont. But it wouldn't make sense to move the entire Fremont factory and just so you guys know no part of me enjoys talking about drama like this, but I think it's important to share because of course when it comes to policies in the future and Tesla and Elon decisions. This stuff does actually matter..

埃隆说X总部也将搬到奥斯汀，并离开加利福尼亚。他表示，他已经受够了为了进出大楼而躲避暴力毒品成瘾者帮派。加州州参议员斯科特·维纳对此作出了回应，他在社交媒体上发文谈论埃隆将SpaceX搬出加州。他说，加州用纳税人的补贴成就了你，而且这里是最佳地点。这会像特斯拉假装搬到德克萨斯一样是假装的发脾气吗？我猜斯科特指的是特斯拉在加州保持工程总部，当然还有弗里蒙特（工厂）。但搬走整个弗里蒙特工厂并没有意义。同时，让大家知道，没有任何部分的我喜欢谈论这样的戏剧性话题，但我认为重要的是要分享这个信息，因为这确实会影响到未来的政策，以及特斯拉和埃隆的决策。所以这些事情确实很重要。

On X Elon said with a different spelling Weiner is corrupt to the core of his soul then Gavin Newsom dug up in old post from Donald Trump. When he said Elon came to the White House asking me for help on all of his many subsidized Projects whether it's EVs that don't drive long enough driverless cars that crash or rocket ships to nowhere. Without which subsidies he'd be worthless and telling me how he was a big Trump fan and Republican. I could have said drop to your knees and beg and he would have done it with that post Gavin said you bent the knee to which Elon said you never get off your knees at this point. There's one word I think all Americans need to keep at the forefront of their mind going forward and that's going to be forgiveness. Which is never popular but on that point Tesla economics said at least the next president if it's Trump will have a positive..

在X平台上，埃隆（Elon）用不同的拼写说韦纳（Weiner）腐败到了灵魂深处，然后加文·纽森（Gavin Newsom）挖出了一篇唐纳德·特朗普（Donald Trump）的旧帖子。在帖子中，特朗普说埃隆曾来到白宫求助于他所有那些靠补贴的项目，不管是续航不足的电动车、会撞车的无人驾驶汽车还是没有目的地的火箭。如果没有这些补贴，他一文不值，而且他还告诉我他是特朗普的铁粉和共和党人。我本可以让他跪下来乞求，他也会照做。纽森引用了这篇帖子说你向他屈服了，对此埃隆回应说你一直都在跪着。接着有人说有一个词我认为所有美国人都需要记住，那就是宽恕。尽管这不受欢迎，但关于这一点，特斯拉经济公司说至少如果下一任总统是特朗普，将会有一个积极的……

Relationship with Elon and allow him to build great products in tech that'll make America great again. To which Elon said it will work out well despite everything that's happened in the past with Elon and Trump at least right now they seem to be on good terms. We got a camouflage sighting of Ferraris first Evie. It's set to debut in 2025 and go on sale in 2026. But for now we really don't know anything about this vehicle other than it plans to have some fake ice noises. Hundreds of scientists did sign the pledge to protest Toyota promoting hydrogen at the Olympics this year. But it sounds like that was to no avail as more than 1000 Mariah hydrogen powered vehicles will be in the streets of Paris with 500 designated as part of the official Paris 2024 fleet...

与埃隆的关系，让他能够在科技领域打造出让美国再次伟大的优秀产品。对此，埃隆表示尽管过去他和特朗普之间发生了很多事情，但现在他们的关系似乎不错。我们看到了一辆伪装中的法拉利首款电动汽车。这款车计划在2025年首发，并将在2026年上市销售。但目前我们对这款车知之甚少，除了它计划配有一些虚拟的内燃机声效。数百名科学家签署了承诺书，抗议丰田在今年的奥运会上推广氢能。然而，这似乎没有奏效，因为巴黎街头将会有超过1000辆氢动力的Mirai车型，其中500辆将作为2024年巴黎奥运会的官方车队使用。

Toyota has been one of the bigger sponsors at the Olympics now for almost a decade. But this may be their last year doing so they said whoever the next Olympic sponsor may be. It's bound to be a massive worldwide company that can afford to spend a lot of money. So my question for you would be would you like to see Tesla become the sponsor of the Olympics going forward on X? Elon said a co2 tax properly applied would change the tragedy of the commons that is the steadily rising Co2 parts per million level. If we're going to tax anything then we should prioritize taxing the potentially bad over the potentially good. I disagree with those who view the climate risk is catastrophic in the five to ten year range. But the long-term risk is very real even if one simply considers quality of life at a given co2 level the indoor co2 PPM level is significantly above the outdoor average..

丰田已经成为奥运会的主要赞助商之一，至今已有将近十年。不过，他们表示今年可能是最后一次赞助。无论下一个奥运会赞助商是谁，肯定会是一家有能力投入大量资金的全球性公司。所以，我的问题是，你希望看到特斯拉成为未来的奥运会赞助商吗？马斯克说，正确运用二氧化碳税可以改变“公地悲剧”，即二氧化碳浓度持续上升的问题。如果我们要对任何事物征税，那么我们应该优先对可能有害的事物征税，而不是对可能有益的事物。我不同意那些认为气候风险在未来五到十年内会导致灾难性后果的人。但从长远来看，风险是真实存在的，即使只是考虑到某个二氧化碳浓度下的生活质量，室内的二氧化碳浓度显著高于室外的平均水平。

This means 800 PPM for around 400 PPM ambient above 1000 PPM people are noticeably negatively affected above 2000 PPM it gets really painful. Mercedes has partnered with Starbucks to deploy its fast charging stations at more than 100 locations across the US. The first phase will have 400 kilowatt EV chargers at Starbucks stores along I-5, a West Coast travel corridor spanning from Canada to Mexico. Since its launch the Mercedes network has opened a dozen locations across Texas Alabama, Georgia, Florida, South Carolina, Tennessee and Kentucky. There are plans for the network to expand to nearly half of the states in the country over the next 12 to 18 months. Mercedes did say that its network will have both CCS and NACS plugs.

这意味着，当环境中的二氧化碳浓度达到800 PPM时，会比400 PPM的正常浓度高出一倍。当浓度超过1000 PPM时，人们会感觉到明显的不适，而当浓度超过2000 PPM时，会变得非常痛苦。 梅赛德斯与星巴克合作，在全美超过100个地点部署快充站。第一阶段将在沿美国西海岸从加拿大到墨西哥的I-5公路沿线的星巴克门店安装400千瓦的电动车充电器。自网络启动以来，梅赛德斯已经在德克萨斯州、阿拉巴马州、乔治亚州、佛罗里达州、南卡罗来纳州、田纳西州和肯塔基州开设了十几个充电站。未来12到18个月内，计划将网络扩展到全国近半数的州。梅赛德斯还表示，他们的网络将同时配备CCS和NACS接口。

Tesla scopes said we can now safely consider FSD 12.4.3 as paused or awaiting a new revision. the average wait time between deployments has now passed as I mentioned yesterday There's at least a chance that its version 12.5 is the one that goes to a wide release So we keep waiting. The other day and Ionic 5 and an EV6 were spotted at a Tesla supercharger in Michigan in Camouflage and based on this image they were testing a native NACS port because it was charging without an adapter It checks out because Kia has said the EV6 will have NACS natively as soon as late 2024 for the US market and early 2025 for Canada.

特斯拉观察家表示，现在我们可以安全地认为FSD（全自动驾驶）版本12.4.3已经暂停或正在等待新的修订。正如我昨天提到的，从一次部署到下一次的平均等待时间已经超过了。因此，12.5版本有可能会进行大规模发布，所以我们继续等待。 前几天，在密歇根州的一处特斯拉超级充电站，有人看到一辆Ionic 5和一辆EV6进行了伪装测试。根据图片显示，它们在没有使用适配器的情况下进行充电，这表明它们正在测试一种原生的NACS接口。这个推测是有根据的，因为起亚公司已经表示，EV6将在2024年底之前在美国市场上原生支持NACS，而在加拿大则是2025年初。

Tesla stock closed the day at $248.50 down 3.14% while the NASDAQ was down 2.77% It was a normal volume day for Tesla trading about 9 million shares above the average volume the past 30 days Bar chart said for the first time after Tesla IPO'd it traded green for 14 of the last 15 days But that's not true. If you go back to early 2023 You'll see this streak right here where Tesla had 14 out of 15 days in the green. 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

特斯拉的股票收盘价为248.50美元，下跌了3.14%，而纳斯达克指数下跌了2.77%。当天特斯拉的交易量正常，约为900万股，高于过去30天的平均交易量。Bar Chart表示，自特斯拉首次公开募股以来，这是首次在15天中的14天都是上涨的情况。但这并不准确。如果你回到2023年初，你会看到特斯拉有一个连续14天中有15天上涨的记录。希望大家有美好的一天。如果你喜欢这个视频，请点赞。你可以在下面找到我的X平台链接，感谢所有支持我的Patreon用户。