The Exclusive WSJ Tesla Report / Politicization of Tesla / BYD's Next Market ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up today we have the Tesla China weekly number that came in at 13,500, comparing that to the same week in quarter two. That number was 14,800. If we go back a bit though, you'll see that week one in quarter two was much lower than usual because it was the tomb sweeping holiday in China. So the quarter over quarter comparison is going to be skewed slightly. With that in mind, so far quarter over quarter Tesla China is up 48.9%. And year over year, Tesla China is up 33%. Honestly though, even if you were to normalize week one in quarter two a bit, Tesla would still have a significant lead so far for quarter three. I have not been seeing reliable reporting for the Model 3 and why split for each week. So if any of you out there happen to see it, please let me know. Don't forget though, domestic Tesla China sales should be strong right now as they're still offering that five year, zero percent interest loan. It was going to expire at the end of July, but they recently extended it to the end of August.

欢迎收听 Electrified，我是你的主持人 Dylan Loomis。今天首先要说的是特斯拉中国的周销售数据，本周的数字是13,500辆，对比二季度同一周的14,800辆。不过，如果我们回顾一下，二季度的第一周由于中国的清明节假期，销量比平常要低。所以，比较季度数据时会有一些偏差。即便如此，目前特斯拉中国的季度环比增长仍然达到了48.9%，同比增长了33%。老实说，即便我们稍微调整一下二季度第一周的数据，特斯拉在第三季度的表现依旧遥遥领先。我没有看到每周Model 3和Model Y的具体分销量的可靠报道，所以如果你们有发现相关信息，请告诉我。别忘了，目前特斯拉中国的国内销售应该很强劲，因为他们还在提供五年零利率贷款的优惠。本来这个优惠计划是在七月底结束，但最近他们把时间延长到了八月底。

You know how yesterday we pointed out the Tesla account said FSD 12 dot five can find its way out of parking lots as well as unmarked roads. Just know, this is not some new breakthrough with 12 dot five. It's still very hit or miss if it can navigate out of a parking lot. Right here, I was testing it earlier today. All it had to do was make a simple left turn the exact way we came in to get out of this parking lot. And as you're about to find out, it did not figure it out. It did decide to just stop right here. And it sat there. So I touched the accelerator and encouraged it to keep going. Then this time around, I thought there was a chance it was going to make this right turn to get out as it's just a straight shot making a right after this red car, but it decided to make a left. It got confused again here and was pretty jerky. Then at the same spot, it got stuck once again. So I tapped the accelerator and I gave it one more chance to figure it out. Maybe take this right turn after the red car, but it didn't. So I intervened. Just know that this feature is not ready for prime time. At this point, we should not expect it to be as far as we know, it's not really being trained on that data, which is why I was confused why the Tesla account would promote something like this in the first place.

你知道昨天我们提到的特斯拉账号，说FSD 12.5可以找到停车场出口以及在没有标记的道路上行驶。请注意，这并不是12.5版本的什么新突破。它能否顺利驶出停车场还是很不确定。我今天早些时候测试了一下。它只需要左转一下，走我们进来的那条路，离开这个停车场。接下来你会看到，它没有找到出口。它就在这里停住了。我踩了油门，推动它继续前进。这次我以为它有可能会右转出停车场，只要在这辆红车后右转就行，但它决定左转，结果又困惑了，动作也很不流畅。到了同一个地方，它再次卡住了。所以我再踩了一下油门，给它最后一次机会，希望它能在红车后右转，但它没有。所以我进行了干预。这项功能还没有准备好投入使用。目前，我们不应该对其期望太高，因为据我们所知，它并没有在这类数据上进行训练，这也是为什么我对特斯拉账号会宣传这样的功能感到困惑。

In what I hope and expect will be a sign of the times the South Pasadena police fleet has become the first city in the nation to go all electric. We heard this would be coming months ago, but it's now official. They have a fleet of 20 Teslas and they said these police cars have been meticulously designed with a focus on safety, efficiency and fiscal responsibility. They said the operational cost of the EVs is projected to be at least half the per mile cost of gasoline powered vehicles. Plus a bank of 34 new EV chargers have been installed at South Pasadena City Hall.

我希望也是预期中的，这是一个时代的标志。南帕萨迪纳市的警车车队已经成为全国首个全电动的警车车队。几个月前我们听说会有这样的改变，但现在已经正式了。他们拥有一支由20辆特斯拉组成的车队，并表示这些警车经过精心设计，重点在于安全、高效和节约成本。据说电动车的运行成本预计至少是汽油车每英里成本的一半。此外，在南帕萨迪纳市政厅还安装了34个新的电动车充电桩。

Should we just embrace cheap EVs coming from China? No, because it's not fair competition. We're talking about a, I can't even call it industrial policy, it's really a market distortion policy driven by China. By the way, not because the Chinese Communist Party is populated by environment buffs, right? I mean, they're doing this because it is strategic, because they understand the strategic value of trying to dominate the EV market, because the EV market is where the entire automotive sector is going. I've said it on X. I'll say it again here. Can somebody explain to me why our government and legacy OEMs are pointing the finger right at China, blaming them for succeeding with EVs because they subsidize that industry well. Keep in mind, America is $35 trillion in debt, so we do our own fair share of subsidizing, it's just that we've been lagging far behind with EVs, both from a government policy perspective for the last decade and from an OEM perspective and trying to make better EVs starting 10 years ago, not just a few years ago. The government and the media love to package this up in national security concerns, but Tesla operates in China and the same argument could go vice versa.

我们应该接受来自中国的廉价电动汽车吗？不，因为这不是公平竞争。我们在讨论的不是一种工业政策，而是一种由中国推动的市场扭曲政策。顺便说一下，这并不是因为中国共产党热衷于环境保护。他们这样做是出于战略考虑，因为他们明白主导电动汽车市场的战略价值，因为电动汽车市场是整个汽车行业的发展方向。我在X平台上说过这里再说一次。谁能向我解释一下，为什么我们的政府和传统的原始设备制造商（OEM）直接指责中国，责怪他们通过对电动汽车行业的大力补贴取得了成功。要记住，美国负债35万亿美元，所以我们也有相当多的补贴，只是我们在电动汽车方面一直远远落后。从政府政策角度来看，过去十年我们一直滞后；从原始设备制造商的角度来看，试图从10年前而不是仅仅几年前开始制造更好的电动汽车。政府和媒体喜欢把这个问题包装成国家安全问题，但特斯拉也在中国运营，同样的论点也可以反过来看。

But guess what, there was a solution to that problem and that was Tesla handling the data and keeping certain data in China. But the Chinese knew that a rising tide would lift all boats and ultimately lead to better prices and better products for its citizens. I just think more blame belongs on our own government and our legacy automakers that failed to act over a decade ago. Pointing the finger at China because they spent their money well and learned from the best in Tesla seems like a foolish decision. And look, we all know that if affordable Chinese EVs were allowed to freely come into the US market, the Detroit 3 would get obliterated. But as a fan of free markets, as long as those data concerns were handled properly, I wouldn't mind seeing American citizens with access to those vehicles. Along those lines, there was a new letter that became public today, addressing our energy secretary Jennifer Grannell. Basically, a few Republicans are questioning her about why graph fight and some other critical materials were delayed when it comes to their requirements for the IRA credits. If you don't remember those graph fight sourcing requirements to actually qualify for the tax credits were supposed to kick in in 2025, but for graph fight and a few others, it was delayed until 2027. And this letter is pushing back on that decision.

但是你知道吗，有一个解决方案，那就是特斯拉处理数据并将某些数据保存在中国。但是中国知道，水涨船高，最终会为其公民带来更好的价格和更好的产品。我只是认为我们的政府和传统汽车制造商应该承担更多责任，因为他们十多年前没有采取行动。指责中国把钱花得好，并向特斯拉学习，这是一个愚蠢的决定。而且，我们都知道，如果允许价格实惠的中国电动车自由进入美国市场，底特律的三大汽车制造商将会被击垮。但作为一个自由市场的支持者，只要那些数据问题处理得当，我不介意看到美国公民能够使用这些车辆。在这方面，今天有一封新的公开信，致能源部长詹妮弗·格兰霍尔姆。基本上，一些共和党人在质疑她，为什么有关石墨和其他一些关键材料的要求推迟了，这些材料是为了获得《降低通胀法案》补贴的必要条件。如果你不记得那些石墨来源的要求，为了实际获得税收减免，这些要求本应该在2025年生效，但对于石墨和一些其他材料，却被推迟到了2027年。这封信是在对这一决定表示反对。

There were two new videos from the Wall Street Journal today talking about Tesla's autopilot and some of the crashes and the investigations. The new information that the journal has purported to have found was actually from a hacker that gets the Tesla inference computers from a mechanic who works on salvage Teslas. The hacker is shipped to these FSD Tesla computers after the accident, and then he basically finds the autopilot visualizations and how they recognize certain objects in the scene when autopilot is in use. Personally, I would not call this a hit piece, I think overall it was pretty fair, but it definitely had a skeptical and an anti autopilot tone. But we do have to acknowledge that autopilot has had problems recognizing stationary objects usually at night, like emergency vehicles, and I think it's worth a reminder to everyone to never get complacent. The piece pointed out the thousands of autopilot crashes that have been reported to NHTSA and some of which have been deadly, but the Wall Street Journal focused on 222. They did focus primarily though on one story where a gentleman did pass away a few years back, but that was the story where this guy was warned to keep his hands on the wheel 19 times before that crash. And listen, I do not want to sound insensitive, but it's just a fact that right now whether autopilot or FSD, the driver is still responsible.

今天《华尔街日报》发布了两段关于特斯拉自动驾驶的新视频，讨论了几起事故及其调查。根据《华尔街日报》声称的新信息，实际上是来自一名黑客，他从一位修理事故车的技师那里获得了特斯拉的推理计算机。这些全自动驾驶（FSD）特斯拉计算机在事故后被寄给这个黑客，他基本上能从中找到自动驾驶视觉化数据，以及自动驾驶在使用时如何识别场景中某些物体的信息。 个人而言，我不认为这是一个抹黑报道，我觉得整体上它是相对公平的，但确实带有一些怀疑和反对自动驾驶的论调。不过，我们必须承认，自动驾驶在识别静止物体（尤其是夜间像应急车辆之类的物体）时确实存在问题，我认为需要再次提醒大家，绝不要掉以轻心。 这篇文章指出了向美国国家公路交通安全管理局（NHTSA）报告的上千起自动驾驶事故，其中有些是致命的，但《华尔街日报》主要关注了其中的222起。他们主要关注的是一个几年前发生的故事，其中一位先生不幸去世。而事实上，在那次事故前，这个人曾被警告要双手放在方向盘上共19次。 听着，我并不是想显得冷漠，但这是个事实：无论是自动驾驶还是全自动驾驶（FSD），现在驾驶责任仍在司机手中。

The video talked about Tesla's camera only approached versus a more robust sensor suite using things like radar and lidar, naturally painting the ladder as a safer option. And we've already known that the DOJ is investigating Tesla for its marketing of autopilot, but part of the problem I think folks will have with this video is they did call Missy Cummings a leading expert on autonomy. On that point, we've also known that NHTSA has done investigations into autopilot for years and Tesla has been working closely with them. But at the end of the video, Missy Cummings said computer vision is a deeply flawed technology, and she thinks having the car do most of the driving and requiring you to pay attention, aka A-DAS features, she does not think that technology is going to be in the car's long term. Now if she means because Tesla is going to solve FSD and eventually move to unsupervised, then I would agree. But I'm pretty sure that's not what she meant. Just a fun fact, if you did not know the Tesla FSD computers are under the glove box. Just some more important context, if you're new to this whole story, Missy Cummings was appointed into her role at NHTSA by the Biden administration. She was very adversarial toward Elon and Tesla on X, but then she actually ended up deleting her account. More than that though, we learned that she had some conflicts of interest. She was on the board of directors at Viennier, which is a company that focuses on LIDAR, from which she was making a decent salary. And because of that, and a petition that went around that many have assigned, she was ultimately ordered to recuse herself from any matters relating to Tesla.

这段视频讨论了特斯拉的“仅使用摄像头”的方法与使用雷达和激光雷达等更加全面的传感器套件之间的对比，自然地将后者描绘成更安全的选择。我们已经知道，司法部正在调查特斯拉的自动驾驶系统的营销方式，但我认为观看这个视频的人会有问题的一部分原因是，他们称Missy Cummings为自驾技术领域的领先专家。 在这方面，我们也知道国家公路交通安全管理局（NHTSA）多年来一直对特斯拉的自动驾驶系统进行调查，并且特斯拉一直与他们密切合作。但在视频的结尾，Missy Cummings表示计算机视觉是一种有很多缺陷的技术，她认为让汽车自动驾驶，同时要求你保持注意力（即A-DAS功能），这种技术不会长期存在于汽车中。如果她的意思是特斯拉将解决全自动驾驶（FSD）并最终实现无人监督的驾驶，那我会同意。但我确定她并不是这个意思。顺便一提，如果你不知道，特斯拉的全自动驾驶计算机其实位于手套箱下面。 此外，还有一些重要的背景信息，如果你对这个故事不熟悉的话，Missy Cummings是由拜登政府任命到NHTSA的。她在X（之前的Twitter）上对Elon Musk和特斯拉持非常对立的态度，但后来她实际上删除了自己的账号。不仅如此，我们还了解到她有一些利益冲突。她曾是激光雷达公司Viennier董事会成员，并从中获得了相当可观的薪水。由于这个原因，以及一份众多人签署的请愿书，她最终被要求在任何涉及特斯拉的事务中回避。

Gene Munster said this was impressive reporting by the Wall Street Journal, but in my opinion it was really just providing more granular detail for storylines that we've already known about. Gene still thinks eventually Tesla will add more sensors, whether it's radar or LIDAR, but finally he said this is a bad look for Tesla and will stoke the debate related to the feasibility of autonomy. But I don't think that's totally fair taking Tesla's autopilot technology, which maybe does have some shortcomings they're still figuring out, and then extrapolating that to, well, I guess FSD is probably never going to work. While what he really said is true, this will stoke that debate, what you would like to see an analyst do is choose a side and then provide their rationale. He did say eventually he believes the FSD code will replace autopilot, and that's one thing I wish Elon and the team would give us a bit more clarity on. Just as a reminder, NHTSA does still have open probes into Tesla for vehicles using autopilot after reports of 20 crashes after Tesla's autopilot recall, and one of the original NHTSA investigations into autopilot dating back to 2021 identified at least 13 Tesla crashes involving at least one death, and many more involving serious injuries which totaled 54. But that many of these were driven by driver misuse of the system playing an apparent role. As we've been saying for years, these systems are not yet perfect, unfortunately bad and tragic things are going to happen, but the long term vision should save many, many more lives. Another way of saying it, the trolley dilemma. My main reason for sharing all of that though was just a reminder to please make sure that you and your family stay as safe as possible out there as we transition toward autonomy.

Gene Munster 表示《华尔街日报》的报道非常令人印象深刻，但在我看来，它实际上只是对我们已经了解的故事线提供了更加细致的细节。Gene 仍然认为最终特斯拉会增加更多的传感器，无论是雷达还是激光雷达，但他最终表示，这对特斯拉来说看起来很糟糕，并会引发关于自动驾驶可行性的争论。然而，我认为这样对特斯拉的自动驾驶技术并不完全公平。也许它确实有一些尚在解决中的问题，但将这些问题变相推断出完全自动驾驶可能永远无法实现是不公平的。虽然他说的确实会引发这样的争论，但你可能希望分析师能够选择一个立场，然后提供他们的理由。他确实表示，最终他相信完全自动驾驶（FSD）代码将取代自动驾驶，而这是我希望埃隆和他的团队能够给出更多澄清的一点。提醒一下，美国国家公路交通安全管理局（NHTSA）仍然在对特斯拉的自动驾驶系统进行调查，原因是特斯拉召回的自动驾驶系统在20起事故报告后仍然在使用，而NHTSA最早对自动驾驶展开的调查可以追溯到2021年。在这次调查中，至少确认了13起涉及至少一人死亡的特斯拉车祸，另有54起导致严重伤害。然而，这些事故中的许多是由于驾驶员误用系统导致的。正如我们多年来一直所说的，这些系统尚不完美，不幸的是，会发生糟糕和悲剧性的事件，但从长远来看，这应该会拯救更多的生命。换句话说，这就是一个电车难题。我分享这一切的主要原因是提醒大家，在我们向自动驾驶过渡的过程中，请确保您和您的家人尽可能地保持安全。

Supervising FSD? Yes, even version 12.5.1 requires mental acuity and staying sharp. You can't get lazy or tired out there as seen by this clip from my drive this morning. FSD was speeding up to make a right turn and apparently did not see the car that was flying around the corner. And what better way to stay sharp than having some AG1, the sponsor of this video. From this recent study, the most common nutrient deficiencies are vitamin A, vitamin B's, zinc, vitamin E, and the list goes on. And what do you know, in AG1, the percent of daily value you get for vitamin A is 62%, B6 is 176%, zinc is 136%, and vitamin E is 553%. Vitamin D is another common deficiency and if you use my link below or the QR code on the screen, you can get a one-year supply of vitamin D3K2 for free. I put a few drops in each time I have AG1, which is usually midday. And hear me out, I'm not trying to say AG1 is a health panacea, but I do prefer my energy levels in how I feel when I'm getting all of the nutrients I need as compared to when I'm not. And I'm going to need a few more months to get to where I want to be physically, but I am making progress with my gut specialist after the parasite destroyed my biome. My goal is 200 pounds at 10% body fat at 511. Right now, I weigh 194 in my body fats around 15%. But if you want to try AG1 to see if it gives you more energy, among other things, like it did for 97% of participants in a recent study, it's drinkag1.com slash electrified for the D3K2 and 5 travel packs for free. Enjoy.

监督FSD（全自动驾驶）？是的，即使是版本12.5.1也需要高度的注意力和保持警惕。你不能有任何懒惰或疲倦的状态，如这段我今天早上驾驶的视频片段中所看到的那样。FSD正在加速准备右转，但显然没有看到正在拐角疾驶的车辆。而有什么比喝点AG1更能保持警觉呢？这是本视频的赞助商。根据一项最新研究，最常见的营养素缺乏包括维生素A、维生素B群、锌、维生素E等等。而你知道吗？在AG1中，你每日所需的维生素A可以获得62%，B6可以获得176%，锌可以获得136%，而维生素E则达到了553%。维生素D也是一个常见的缺乏项，如果你使用我下面的链接或屏幕上的二维码，你可以免费获得一年的维生素D3K2供应。我每次喝AG1时都加几滴，通常是在中午。我不是在说AG1是万能药，但我确实更喜欢我的能量水平和感觉在我获得所有需要的营养时相比缺乏时的状态。我还需要几个月的时间才能达到我想要的身体状态，但在寄生虫破坏了我的肠道菌群后，我正在与肠道专家一起逐步恢复。我的目标是体重200磅，体脂率10%，身高5英尺11英寸（约180厘米）。现在，我的体重是194磅，体脂率大约是15%。但是，如果你想试试AG1看看它是否能给你更多的能量和其他好处，就像最近一项研究中97%的参与者那样，可以访问drinkag1.com/electrified以获得免费的D3K2和5个旅行包。祝你享受！

This report was highlighting the Chinese takeover of the Thailand auto market, which for decades has been dominated by the Japanese. In 2022, those Japanese auto brands accounted for 86% of new car sales in the Thai market. That figure was down to 75% last year. That's thanks to BYD, Great Wall and SAIC, making their entries into the market. And 6 Chinese EV companies are already selling cars in Thailand, and 3 more entrants are coming this year. That's a good segue for this. We now have DTC reporting that BYD is preparing to enter the Canadian EV market. Public documents filed with Ottawa show lobbyists acting on behalf of BYD to advise on matters related to the expected market entry of BYD into Canada for the sale of passenger EVs, and the establishment of a new business and the application of tariffs on EVs. A source said BYD has recently met with Canadian dealers about establishing local dealerships. And we know BYD has already established a presence in Mexico selling some vehicles there and it's also planning a factory in central Mexico. The next two years are going to be incredibly interesting for the automotive industry worldwide, but definitely in North America.

这篇报告强调了中国对泰国汽车市场的接管，这个市场几十年来一直由日本主导。2022年，日本汽车品牌在泰国新车销售中占了86%，但去年这个数字下降到了75%。这得益于比亚迪、长城和上汽进入市场。此外，已有6家中国电动车公司在泰国销售汽车，今年还有3家准备进入市场。顺便提一下，根据DTC的报告，比亚迪正准备进入加拿大电动车市场。提交给渥太华的公共文件显示，比亚迪的游说者正在为其进入加拿大市场销售乘用电动车，以及建立新业务和申请电动车关税提供建议。有消息称，比亚迪最近与加拿大的经销商会面，讨论建立当地经销网络的事宜。我们也知道，比亚迪已经在墨西哥建立了业务，销售了一些车辆，并计划在墨西哥中部建厂。在未来两年，全球尤其是北美的汽车行业将变得极其有趣。

Alexandra gave us an update that Amy's lawyers for Elon's 2018 comp plan as she's fighting for Tesla investors may be heard on Friday. If you need one line to summarize these documents and the arguments they're making, the ratification vote was fully informed. Indeed, it's likely among the most informed votes in Delaware corporate history. Elon liked it as he replied with two fire emojis. You may have seen there was a Tesla recall of 1.85 million cars in the US due to risk of a software failure to detect an unlatched hood. But last month Tesla began rolling out an OTA update to fix the issue. The updated software detects an open hood and alerts drivers. Tesla said it has three reports of the issue in the US but no reports of crashes or injuries. Sadly that petition to change the wording of a Tesla recall when it's a software update has not done anything so far.

Alexandra 给我们更新了消息，Amy 为了 Tesla 投资者正在针对 Elon's 2018 补偿计划进行法律斗争，她的律师们可能会在周五发言。如果你需要用一句话来总结这些文件及其论点，那就是，批准投票是完全知情的。事实上，这可能是特拉华公司历史上最知情的投票之一。Elon 喜欢这点，还回复了两个火焰表情符号。 你可能已经看到，美国召回了 185 万辆 Tesla 汽车，原因是软件故障可能无法检测到未锁紧的引擎盖。但是上个月 Tesla 开始发布 OTA 更新来修复这个问题。更新后的软件可以检测到打开的引擎盖并提醒司机。Tesla 表示在美国有三起相关问题报告，但没有发生任何碰撞或受伤的报告。遗憾的是，要求在特斯拉召回涉及软件更新时改变措辞的请愿，目前尚未有任何进展。

Notebook check was reporting that Samsung has been shipping its solid state battery to some EV makers and they've been testing the cells for about six months. But given the price of these cells in the pack, it's only going into super premium EVs to begin with but they're touting 600 miles on a charge. These oxide solid state batteries apparently have an energy density of 500Wh per kilogram and both Toyota and Samsung have vowed to begin mass solid state battery production in 2027. Toyota said they would use these solid state batteries in a Lexus brand EV first. Samsung also said these new battery packs can be charged in nine minutes but was that 0-100 or 10-80? I was able to find a separate article talking about the same story saying the ultra-fast charging from 8-80% in 9 minutes. And they're touting over a 20-year long life of the battery and 20% lighter sell to pack platform. I still don't think we see a real solid state battery in a production vehicle until closer to the end of the decade but it's certainly going to be worth monitoring any progress.

Notebookcheck报道，三星正在向一些电动汽车制造商提供其固态电池，并且这些制造商已经测试这些电池大约六个月了。由于这些电池包的价格较高，目前只用于超级高端电动汽车，但它们据称可以在一次充电后行驶600英里。这些氧化物固态电池的能量密度据说达到每公斤500瓦时，丰田和三星都承诺在2027年开始大规模生产固态电池。丰田表示，他们会首先在雷克萨斯品牌的电动汽车中使用这些固态电池。三星还表示，这些新电池包可以在九分钟内充满电，但具体是从0%到100%还是从10%到80%还不确定。我找到一篇相关文章提到，超快速充电是从8%到80%充满只需九分钟。此外，他们还宣称这些电池的寿命超过20年，并且电池包的重量减轻了20%。我仍然认为，直到接近本世纪末，才能在量产车上真正见到固态电池，但任何进展都值得关注。

VW has been working on a next-gen platform for its EVs, what they call the SSP, Scalable Systems Platform. It was supposed to hit the roads this year but thanks to more software delays from the carry-out division, the software division of VW, it's been pushed back past 2026. Because of that, they're saying Audi is now looking to a Chinese provider for a new EV platform. They're also saying next-gen models of EVs like the Golf and the ID4 are looking at a 2029 release at the earliest.

大众（VW）一直在为其电动车（EVs）开发一个新一代的可扩展系统平台（SSP）。原本计划今年推出，但由于大众的软件部门的进一步延期，这一平台的发布时间已推迟到 2026 年以后。因此，有消息称奥迪（Audi）现在正在寻求一家中国供应商提供新的电动车平台。同时，像高尔夫（Golf）和 ID4 这样的下一代电动车型最早要到 2029 年才能发布。

This image was shared of the Tesla Diner out in Hollywood and the second movie screen has finally gone up, at least the framing for it. And the exterior of the building is starting to look a lot more finished. Some of you will be very happy about this, Galley wrote a long heartfelt post to Elon basically asking him to chill out the political rhetoric.

有人分享了一张特斯拉餐厅在好莱坞的图片，第二个电影屏幕终于安装上了，至少是框架已经搭起来了。大楼的外观也开始看起来更完善了。对于这点，有些人会非常高兴。Galley写了一篇长长的情感充沛的帖子给埃隆·马斯克，基本上是在请求他缓和一下政治言论。

One line, there's no doubt material damage has been done to the Tesla brand every time I step into my car it used to be about fun, positivity, and sustainability. Now at least in every major US city, my car has become a political statement that is divisive. Elon did reply to Galley saying, I hear you.

毫无疑问，每次我开上特斯拉，我都感到品牌受到了损害。过去，它意味着乐趣、积极和可持续性，而现在在每个主要的美国城市里，我的车成了一种有争议的政治声明。埃隆回应了Galley，说："我听到了你的声音。"

I know that my opinion on this may not be popular but personally I would like to see Elon use his platform to push back things that I believe need pushed back or called out. And even if I disagreed with what Elon was saying and fighting for, I still think he should have the ability to say it.

我知道我的观点可能不受欢迎，但我个人希望看到埃隆利用他的影响力去反击那些我认为需要反击的事情，或指出那些需要被揭露的问题。即使我不同意埃隆所说的话和他所争取的目标，我仍然认为他应该有发表意见的权利。

Because here's the unfortunate truth. Even if Elon were to silence himself and stop posting about politics or anything else that's controversial, the mainstream media still has a strong dislike for Elon they have for a long time and that's not going away.

因为这里有一个不幸的事实。即使埃隆·马斯克（Elon Musk）保持沉默，不再发表关于政治或其他有争议的言论，主流媒体仍然对他非常反感，这种反感已经持续很久了，而且不会消失。

And I fully agree that in the short term, Tesla's sales will likely be lower than they otherwise could be. However, if they keep making the best products and if they actually solve autonomy in the end in the long run, it really won't matter that much. Personally, I do think there are things that are more important than Tesla. I'm not saying I agree with everything Elon says or does.

我完全同意，短期内特斯拉的销售可能会比预期的要低。然而，如果他们一直制造出最好的产品，并最终解决自动驾驶问题，从长远来看，这些都不算什么。个人而言，我认为有些事情比特斯拉更重要。我并不是说我完全认同埃隆所说或所做的一切。

We are a few months out from an election so we can just hope that by 2025, all of this political rhetoric does calm down. You know, I'm reminded of a seat in the princess bride. Great movie. Great. Where he confronts the person who killed his father. He says, the man off of me money, off of me power. I don't care. See, you just don't care. You want to share what you have to say. I'll say what I want to say and if if the consequence of that is losing money, so be it.

离选举还有几个月的时间，所以我们只能希望到2025年，这些政治言论能平息下来。你知道，这让我想起了《公主新娘》里的一个场景。真是好电影，太好了。剧中有一个人面对杀害他父亲的凶手时说，那人向我提供钱，提供权力，但我不在乎。看，你就是不在乎。你想分享你的想法，我也会说出我的。如果结果是损失金钱，那就随它去吧。

It looks like Lucid has a release candidate ready for their upcoming SUV, the Gravity that they're dubbing the best SUV in the world and it is supposed to go on sale later this year. And you can't see too much, but here's a quick shot of the back of the vehicle. I do think there's some distortion in this lens, but from this angle, it kind of looks like a minivan.

看起来Lucid公司已经为即将发布的SUV，名为Gravity的车型准备好了发布候选版，他们称之为“世界上最好的SUV”，预计将在今年晚些时候上市。虽然细节还看不太清，但这里有一张车尾的快照。我觉得镜头有些失真，但从这个角度看，它有点像一辆迷你货车。

Tesla scopes said the largest and most inclusive rollout of FSD 12.5.1 is now going out to additional AI for vehicles. Rivian's second generation R1s and R1t are now going to be delivered without a physical key fob. Replying to Gail Alfar talking about 12.5.1, Elon said the car drove me around Austin to random GPS pin drops, no interventions. I had some interventions on 12.5.1 this morning. I'll hope to share some of those videos tomorrow.

特斯拉的范围表示，最新且最全面的FSD 12.5.1正在进一步推广到更多车辆的AI系统中。Rivian的第二代R1s和R1t将不再配备实体钥匙扣。埃隆·马斯克回复Gail Alfar有关12.5.1的讨论时说，这辆车在奥斯汀带我随机绕行到各个GPS标记点，没有需要人为干预。我今天早上在使用12.5.1时遇到了一些干预情况，希望明天能分享一些视频。

Tesla stock closed the day at $222.62 down 4.08% while the NASDAQ was down 1.28%. It was a normal volume day trading about 18 million shares below the average volume the past 30 days, which has been much higher than it was in prior months.

特斯拉股票当天收盘价为222.62美元，下跌了4.08%，而纳斯达克指数下跌了1.28%。当天交易量正常，大约为1800万股，低于过去30天的平均交易量，而这个平均交易量比前几个月要高得多。

Don't forget, if you're interested in trying it out for yourself, check out AG1 linked below. 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.

不要忘记，如果你有兴趣自己试试，点击下面的链接查看AG1。希望大家有个美好的一天。如果你喜欢这个视频，请点个赞。你可以通过下面的链接在X平台找到我，此外，非常感谢所有我的Patreon支持者。