Beware: Faulty EV "Studies" / Encouraging Tesla Semi Details / Mercedes Opts Out ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. Quick shout out to my newest patrons, Brian B, Eddie W, Marshballs, and Michael H. Thank you for choosing to support the channel. Apologies for the later upload today. We had a contractor at our house working on some stuff right outside the office, making some noise. So I had to delay the recording.

欢迎来到Electrified频道，我是你的主持人，Dylan Loomis。先对我的新赞助者们表示感谢，Brian B、Eddie W、Marshballs和Michael H，谢谢你们选择支持这个频道。今天上传晚了一些，很抱歉。因为我们家有一个施工人员在办公室外面工作，弄出了一些噪音，所以我不得不推迟了录制。

A quick update from yesterday in the comments of that video, one of you said that I should divide by 30.4 instead of 30 for converting the days to months, since technically that's more precise. So I did go ahead and make that change. Thank you for the suggestion. And it did change the gigawatt hour per year run rate currently to 17.2 instead of 16.9. So the next time we come back to this, I just didn't want anybody to be thrown off.

对昨天视频下的评论进行一个快速更新，其中一位观众建议我在将天数换算成月数时，应该除以30.4而不是30，因为这样更精确。所以我已经按照建议进行了修改。感谢您的建议。改过之后，每年的吉瓦时运行速率从16.9变成了17.2。所以下次我们再讨论这个话题时，我不希望有人感到困惑。

Here's an example of where we need to be aware of certain studies. This one was conducted by Geotab, which is a Canadian based company that analyzes telematics data from EVs. Their conclusion? Batteries in the latest EV models will comfortably outlast the usable life of the vehicle and will likely not need to be replaced. After looking at the battery health of almost 5000 fleet and private EVs representing around 1.5 million days of telematics data, Geotab found the average annual degradation rate of modern EV batteries is 1.8%.

这是一个我们需要留意某些研究的例子。这项研究是由Geotab进行的，这是一家总部位于加拿大的公司，专门分析电动汽车的车联网数据。他们的结论是？最新型号电动汽车的电池寿命将远远超过车辆的实际使用寿命，很可能不需要更换。在分析了近5000辆车队和私人电动汽车的电池状况，研究数据涵盖约150万个日子的车联网数据后，Geotab发现现代电动汽车电池的年均衰减率为1.8%。

That's 22% better than five years ago and more comforting the top performing vehicles have a battery degradation rate of just 1% per year. Now if we stopped right there, I wouldn't really have any concerns. But here's where they lose me. They said a 1.8% annual degradation rate means that in 20 years, the battery of an EV would theoretically still have 64% life in it. AKA, if you buy a Tesla new with 320 miles of range after 20 years, it would be left with about 205 miles based on their study.

那比五年前提高了22%，更令人放心的是，表现最好的汽车电池每年的衰减率仅为1%。如果仅停留在这里，我就不会有什么担忧了。但接下来就是我感到困惑的地方。他们说，每年1.8%的电池衰减率意味着在20年后，电动汽车的电池理论上仍有64%的寿命。也就是说，如果你现在买一辆续航320英里的特斯拉，20年后根据他们的研究，这辆车的续航能力大约会剩下205英里。

Which I think is a bit ridiculous because it fails to take into consideration how batteries actually work and that most of that degradation actually happens in the first 5 to 10 years. Don't take my word for it, look at the data, this first chart is actually from Tesla and their impact report last year. You can see in the first 50,000 miles, a majority of that battery degradation takes place. But in this case for the Model 3 and why, it still sits above around 90% of the original range. It'd be fair to say there's roughly a 10% loss in the first 50,000 miles and then over the next 150,000 miles, you still don't even have an additional 10% loss.

我认为这是有点荒谬的，因为它没有考虑到电池的实际工作方式，大部分的电池退化实际上发生在前5到10年。不要光听我说，可以看看数据。这第一张图实际上来自特斯拉去年发布的影响报告。你可以看到，在最初的5万英里里，大多数的电池退化发生了。但在这个例子中，以Model 3为例，它的续航里程仍然保持在原始水平的90%以上。可以公平地说，在最初的5万英里里，大约有10%的损失，然后在接下来的15万英里里，还没有再损失额外的10%。

Translation, the degradation is front loaded and then trails off from there. Now if you say oh that's data from Tesla, we can't really trust it. One I would disagree with that premise but two, here's a chart from third party data. This scatter plot is sourced from real world customer data for Tesla Model SNX. Once again, we see the same thing, a majority of the battery degradation happens in the first 50,000 kilometers, which is about 31,000 miles. And then going all the way out to 250,000 kilometers, which is 155,000 miles, you still have a battery capacity above 90% of the original.

翻译：起初的退化速度较快，然后逐渐减缓。如果你说这是特斯拉的数据，我们不能完全信任它。首先，我不同意这种看法；其次，这里有一个来自第三方的数据图。这张散点图来源于特斯拉Model S和Model X车型的真实用户数据。我们再次看到同样的现象，大部分的电池退化发生在前50,000公里（约31,000英里）。而当行驶到250,000公里（约155,000英里）时，电池容量仍然保持在原始容量的90%以上。

So this idea, you can take the annual degradation in the first few years of the battery pack and extrapolate that over the life of the vehicle is just not born out in the data, at least not for Tesla specifically, which is the example they gave. However, if there's a takeaway to be had from this study, I think it would be that the degradation rate in the early years of these battery packs is indeed continuing to improve.

所以这个观点——你可以把电池组在前几年的年降解率外推到整个车辆的使用寿命，在数据中是没有被证明的，至少对特斯拉来说是这样的，这是他们给的例子。然而，如果要从这项研究中得出一个结论，我认为那就是这些电池组在早期的降解率确实在持续改善。

Dan Priestley gave his Tesla semi presentation at the IAA event in Germany and here are the main takeaways. He shared that the standard range semi, which is 310 miles, is under 19,841 pounds, whereas the long range variant that goes 497 miles is under 23,148 pounds. He said there are no weight exemptions included in those numbers, and more importantly, there are further levers for Tesla to pull to reduce the weight even further. He said the Tesla semi will be street legal in Europe, even as it is now, and it will also be compatible with European trailers.

丹·普里斯特利在德国的国际汽车展(IAA)上进行了特斯拉半挂车的演讲，以下是主要内容： 他分享说，标准续航版的特斯拉半挂车的续航里程为310英里，车重不超过19,841磅；长续航版续航里程为497英里，车重不超过23,148磅。其中的重量数据没有包含任何豁免，更重要的是，特斯拉还有更多办法可以进一步减轻车重。 他说，特斯拉半挂车即使是目前这个样子，已经符合欧洲上路的法律要求，并且也能兼容欧洲的拖车。

Dan said Tesla will bring other things along in the future to showcase quote multiple variants to serve a wide variety of customers in Europe. We will circle back to that momentarily. He highlighted Tesla deploying megawatt level charging in the field and that it's safe and that Tesla has already driven more than 1,700 kilometers or 1,056 miles in just 24 hours with one Tesla semi. And the Tesla semi fleet in total has driven more than 7.5 million kilometers or 4.6 million miles.

丹说特斯拉未来会带来其他产品，展示多种变体，以服务欧洲的多样化客户。我们稍后会回到这个话题。他重点介绍了特斯拉在实地部署的兆瓦级充电技术，表示这种技术是安全的。同时，一辆特斯拉半挂式卡车在24小时内已经行驶了超过1700公里（1056英里）。整个特斯拉半挂式卡车队的总行驶里程已经超过750万公里（460万英里）。

There's one Tesla semi in the fleet that's been in operation for less than 18 months and it's already driven more than 400,000 kilometers or 248,000 miles. And those have all been done at the North American gross vehicle weight limits, which is another way of saying fully loaded. But we know that European market has its fair share of grades as well. And Brenner, which we plan to demonstrate at some point, is definitely notable. Why are we confident that the semi is going to work in these applications as well as others? Because this is the grade that we do every day multiple times a day. This is Donner Pass in California. It's a great proving ground. You've got different traffic types, different weather conditions, different grade pitches along the way. It's a grueling, wonderful, Goldilocks route where we get to really stress the truck in a variety of applications.

在车队里有一辆特斯拉半挂卡车已经运行了不到18个月，但已经行驶了超过400,000公里或248,000英里。而且这些行驶记录都是在北美的最大车辆总重限制下完成的，换句话说，就是满载运行。但是我们也知道，欧洲市场也有不少坡道。我们计划在某个时候展示的布伦纳尔（Brenner）就是其中一个非常显著的例子。我们为什么有信心认为这款半挂卡车在这些应用场景中以及其他场景中都能表现出色呢？因为这是一条我们每天都要多次经过的坡道。这就是加利福尼亚的多纳峰口（Donner Pass）。它是一个非常好的测试场。这里有各种流量类型，不同的天气条件，以及沿途不同的坡度变化。这条苛刻而精彩的“金发姑娘”路线让我们能在各种应用场景中真正考验这辆卡车。

He also gave us an update on the efficiency of the semi and he said that the EV industry average is starting to approach 100 kilowatt hours of energy to travel 100 kilometers, which is about 62 miles. But the Tesla semi has already hit that metric of 100 kilowatt hours per 100 kilometers. More importantly though, and he did not actually call this out in the presentation, but if you compare that to the 2024 baseline for diesel, that equivalent would be 235 kilowatt hours per 100 kilometers. Another way to frame that is that the Tesla semi in its current iteration is more than two times as efficient as the 2024 baseline for a diesel truck. He actually complimented the diesel industry highlighting the improvements they've made over the years, but he said it still can't compete with a step change that electric powertrains offer. And of course, he said that this number for Tesla will continue to get better

他还向我们提供了关于半挂卡车效率的更新，并提到电动汽车行业的平均水平正在逐渐接近每行驶100公里消耗100千瓦时的能源（约合62英里）。但是，特斯拉的半挂卡车已经达到了每100公里消耗100千瓦时的标准。更重要的是，虽然他在演讲中没有特别指出这一点，但如果和2024年柴油车的基线相比，柴油车的等效能耗为每100公里235千瓦时。换句话说，当前版本的特斯拉半挂卡车的效率比2024年柴油卡车基线高出两倍多。 他实际上还表扬了柴油行业，强调他们多年来取得的进步，但他表示，柴油技术仍然无法与电力驱动系统带来的飞跃性变化相竞争。当然，他也提到，特斯拉的这个数值会继续提升。

Tesla's current semi fleet has an uptime of 95%, which does include both scheduled and unscheduled maintenance and repairs. The key to key time, which is really just the time for Tesla to get a truck back on the road is currently less than 24 hours in 70% of the cases for the current fleet. He said that service for Tesla semis in the EU could be through Tesla directly or through working with verified third parties. There will be some new Tesla semi customers to be announced later this year and Tesla still plans to scale production throughout 2026. And then Dan said that Europe will be the next market after North America. So this part is just my speculation, but realistically, I'm guessing probably not until 2027 at best, and it'll likely be closer to 2028 before we see the Tesla semi actually sold across Europe. Things can definitely change, but earlier this year Elon did say I think it makes sense to produce the semi truck in Europe at Gigabrelin. But after this presentation and some reporting from yawn at the EV universe, it seems like the truck really won't need as much modification as some people were expecting to enter the European market, which means eventually if Tesla wanted to, it seems like they could actually export some semis from Giganovata to the European market. Long term, I'd imagine they will of course localize their production of the Tesla semi across the EU, but for Tesla to at least have the option to send some semis from Giganovata to the EU without needing major modifications is definitely a win.

特斯拉目前的半挂卡车车队的正常运行时间达到了95%，这包括了计划内和计划外的维护和维修。特斯拉将卡车重新投入使用的时间关键指标目前在70%的情况下少于24小时。他表示，特斯拉在欧盟的半挂卡车服务可以通过特斯拉直接提供，或者通过认证的第三方合作进行。今年晚些时候，将有一些新的特斯拉半挂卡车客户被宣布，特斯拉仍计划在2026年前扩大生产。Dan还提到，欧洲将是北美之后的下一个市场。但根据我的猜测，实际上最早可能要到2027年，甚至更可能是2028年，特斯拉的半挂卡车才会真正进入欧洲市场。当然，情况可能会有所变化，毕竟今年早些时候Elon曾提到在欧洲的Gigafactory柏林工厂生产半挂卡车是有意义的。不过，根据这次发布会和电动汽车领域的兽医的报道来看，这款卡车实际上不需要像有些人预期的那样进行大量修改就能进入欧洲市场。这意味着，特斯拉如果愿意，实际上可以从Giga工厂Nevada出口半挂卡车到欧洲市场。长期来看，我相信特斯拉当然会在全欧盟范围内本地化生产他们的半挂卡车，但至少能够选择从Giga Nevada 向欧盟出口一些半挂卡车，这的确是一个胜利。

Yawn got a test ride in the semi and he said the team only would have to make some minor changes to details like wheel covers for the European market. The semi driver said Tesla developed an independent front suspension and he called this version of the semi the European development platform. Maybe most importantly yawn said the driver also confirmed they have the space saved with a metal frame behind the cab for the sleeper version. And I said maybe most importantly because if you look at this chart which includes global data for the class 8 truck market, you can see that 72% of the revenue last year actually came from sleeper cab variants. So Tesla getting a sleeper cab version to the market is clearly very important for the long term. We will do a sleeper cab where we can send drivers out for multiple days at a time as we expand the charging network. Thus all indications are still pointing toward Tesla bringing that version to the market eventually.

Yawn试驾了这款卡车后表示，团队只需要对细节进行一些小改动，比如车轮盖，以适应欧洲市场。卡车司机说，特斯拉开发了独立前悬挂系统，并称这一版本的卡车为“欧洲开发平台”。或许最重要的是，Yawn提到司机还确认了在驾驶室后面预留了一个带金属框架的空间，用于休息舱版本。我说“或许最重要的是”，因为如果你看看这张包含全球8级卡车市场数据的表格，就会发现去年72%的收入实际上来自带休息舱的车型。因此，特斯拉将带休息舱的版本推向市场对于长期发展显然非常重要。随着充电网络的扩展，我们将推出供司机长时间出行使用的休息舱版卡车。因此，一切迹象都表明特斯拉最终会将这一版本推向市场。

Yawn also said after his ride that the visibility is great. It's very smooth and the turning radius is similar to a model Y. This was cool. Yawn highlighted the Tesla semi storage compartments on both sides are actually pretty spacious and they pop wide open when pushing a button on the touchscreen. And as you may expect the competition was at this event with a tape measure eyeing up the Tesla semi trying to learn whatever they can sharing the miles driven by the Tesla semi fleet. Elon said not bad for something some people said was impossible. In this video from Dan I'd play it for you but there's annoying background music he said that they'll continue to adapt to the platform for niche applications in certain areas across the EU. The Tesla semi represents an enormous opportunity not just for Tesla as a business but also for the world on the path towards full electrification. I know some people are feeling impatient when it comes to the Tesla semi but one thing we can be confident of is that Tesla is not standing still and not doing anything. They're going to have so many learnings from this time period before they enter high volume production.

亚恩在驾驶后表示，能见度很好，行驶非常平稳，转弯半径类似于Model Y。这真是太酷了。亚恩特别提到了特斯拉半挂车两侧的储物舱非常宽敞，只需在触摸屏上按下一个按钮，就能完全打开。正如你所预料的那样，在活动现场，竞争对手带着卷尺测量特斯拉半挂车，试图尽量获取他们能学到的信息，并分享特斯拉半挂车车队所行驶的里程。埃隆说，对于有些人认为不可能的东西来说，这已经不赖了。在丹的视频中——我本来可以播放给你看，但背景音乐太烦人了——他说他们将在整个欧盟继续针对特定领域进行平台适应。特斯拉半挂车不仅为特斯拉业务带来巨大机会，也为世界向全面电气化的道路上迈出了一大步。我知道有些人在面对特斯拉半挂车时感到不耐烦，但我们可以确信的是，特斯拉并没有停滞不前。他们会在进入大规模生产之前，从这段时间里学到很多东西。

Germany's economic minister said we want to avoid a trade conflict with spiraling tariffs that ultimately harms both sides at all costs. It's important to me to make clear that Germany is not shying away from competition with China. On the contrary, we embrace competition but it must be on fair terms. It feels like a heavier cake and eat it too scenario. I mean Germany really can't expect to slap China with upwards of 40% tariffs on Chinese EVs and not expect China to fight back. The tariffs don't come directly from Germany but in the first vote for these matters they actually abstained which is implicitly supporting the tariffs. Drive Tesla Canada shared some cool images of the 100th supercharger in Australia and Tesla did something special to commemorate it. It's finished in green in gold which are Australia's national colors and this one is located in Glenel. The site is expected to be open this week. In case you're in New Jersey there's now an additional $2,000 available if you qualify for purchasing an EV meaning you can now get over $4,000 in savings. If you're wondering why sometimes I share these state level incentives it's because over the years I've had a few of you reach out to me telling me that it actually saved you thousands of dollars because you didn't know it existed.

德国经济部长表示，我们希望避免一场关税螺旋上升、最终损害双方利益的贸易冲突。不惜一切代价。我想明确一点，德国并不惧怕与中国的竞争。相反，我们欢迎竞争，但必须在公平的基础上。现在感觉有点像“既想要蛋糕，又想吃掉蛋糕”的情形。我是说，德国真的不能指望对中国电动车征收高达40%的关税，却不期望中国会回击。这些关税并非直接来自德国，但在初次投票中，他们其实是弃权的，这实际上等同于支持关税。 Drive Tesla Canada 分享了一些在澳大利亚安装的第100个超级充电站的酷炫图片。为了纪念这一时刻，特斯拉做了一些特别设计，这个充电站采用了澳大利亚的国色——绿色和金色，位于Glenel。预计这个站点将在本周开放。 如果你在新泽西州，购买电动车现在可以再获得2000美元的额外补贴，这意味着总共可以享受超过4000美元的优惠。我之所以分享这些州级别的激励措施，是因为多年来我有一些读者告诉我这些信息真的帮他们节省了数千美元，因为他们之前不知道有这些优惠。

Tesla has a new schedule to drive page up on the website where you can actually book a test drive and they're touting FSD. And you can do a self-serve test drive where there's no Tesla staff on site and they give you the explanation of how that works. This chart was going around today and I think there's two good reminders for this one as a long-term investor that over time no matter what's going on in the world at least to date the market has found a way to continually climb higher. Just a good reminder that over the past 50 years there's almost always some level of uncertainty in the world. But we also have to keep in mind there have been times like from 2000 to 2009 which we could call a lost decade where over that time there was effectively zero market appreciation and there was a similar situation from 2008 to about 2014. I think this one's a bit too granular to get into for this video but I'll have this article below if you want to see some of the new features with iOS 17 and what you can do with shortcuts and the Tesla app.

特斯拉推出了一个新日程表，让你可以在他们的网站上预约试驾，而且他们正在宣传全自动驾驶功能（FSD）。你可以进行自助式试驾，现场没有特斯拉的员工，他们会向你解释如何操作。今天有一张图表在流传，我认为这对于长期投资者有两个很好的提醒：首先，不管世界上发生了什么事情，至少到目前为止，市场总能找到持续上涨的方法。这提醒我们，在过去的50年里，世界上几乎总有某种程度的不确定性。但我们也要记住，有些时候，比如从2000年到2009年，可以称为“一失去的十年”，在那段时间里，市场几乎没有任何增长，从2008年到2014年也有类似的情况。我觉得这个话题对于这段视频来说有点太详细了，但如果你想了解iOS 17的一些新功能以及使用快捷方式和特斯拉应用的具体方法，我会把这篇文章放在下面。

The IIHS did a new study highlighting Tesla's autopilot and one from Volvo. The main takeaway is that drivers quickly learn to skirt the limits set by these automated driving systems. The president said if you train these people to think that paying attention means nudging the steering wheel every few seconds then that's exactly what they'll do. Effectively going back to whatever distracted driving behavior they're engaging in. Their main takeaway was the longer participants use these partially automated systems the more complacent they become with them because they understand how they work. In total volunteers drove a little more than 12,000 miles with autopilot engaged. When it comes to the nag most warnings did not proceed beyond the initial attention reminder and on average the drivers responded to the alert within about three seconds. There was however 72 times out of the 3,858 times the nag went off where the driver did not respond fast enough to prevent the alerts from escalating. 16 of those escalations 12 of them from one driver and four from three others persisted through the entire sequence to result in the driver being locked ultimately they're saying the safety impact of these systems is tough to gauge. The results show escalating reminders are very effective in getting drivers to change their behavior but better safe guards are needed to ensure the behavior change actually translates to more attentive driving.

IIHS（公路安全保险协会）进行了一项新研究，重点关注特斯拉和沃尔沃的自动驾驶系统。主要结论是驾驶员很快学会了规避这些自动驾驶系统设定的限制。协会主席表示，如果你训练这些人认为“注意力集中”只是每几秒钟轻推一下方向盘，那么他们就会照做，并且会回到之前的分心驾驶行为中。他们的主要发现是，参与者使用这些部分自动驾驶系统的时间越长，他们越是变得自满，因为他们理解这些系统的工作原理。 总共有志愿者在自动驾驶模式下行驶了超过12,000英里。在出现提醒信号时，大多数警告不会超过初始注意提醒，平均来说，司机会在大约三秒钟内响应警报。然而，在3,858次提醒中，有72次司机没有及时响应警报，导致警报升级。在这72次升级中，16次警报升级至司机被锁定，其中12次来自同一司机，另外4次来自其他三个司机。 最终，他们表示这些系统的安全影响很难评估。研究结果表明，逐步升级的提醒非常有效，可以促使驾驶员改变行为，但需要更好的保障措施以确保这些行为改变真正转化为更专注的驾驶。

Bernstein is predicting that plug-in hybrids will capture a growing share of the car market until 2030 but sales will then stabilize and eventually decline as full beevs take over. Hybrids are winning now but beevs will win eventually. Then a consulting firm added that car makers current obsession with hybrids will prove shortsighted. Those that lose focus on electrification could soon fall behind. I think what he meant to say was that they'll fall even further behind. About 13 years ago Mercedes entered into a partnership with BYD of which they split 50-50. Back in 2021 though Mercedes started waving the white flag slowly moving out of the Chinese market as they dropped their holding to 10%. Fast forward to now and Mercedes is giving up the remaining 10% of that partnership as BYD has taken full control.

Bernstein预计插电式混合动力车将在2030年之前占据越来越大的汽车市场份额，但之后销售将稳定，并最终随着全电动车的普及而下降。混合动力车目前是赢家，但最终电动车将胜出。一家咨询公司补充说，汽车制造商目前对混合动力车的关注会被证明是短视的。那些失去电气化目标的公司可能会很快落后。我认为，他的意思是这些公司将会落后得更加严重。大约13年前，奔驰与比亚迪建立了各占50%的合作伙伴关系。然而，到了2021年，奔驰开始逐渐退出中国市场，将持股份额降至10%。时至今日，奔驰放弃了剩余的10%股份，比亚迪则完全掌控了这段合作关系。

I missed this one last week. Uber had said that it's expanding its partnership with Waymo for rides in Austin and Atlanta beginning early 2025. But this expansion for Waymo will only be available through Uber's app. So no more direct booking through Waymo like it is in LA and San Francisco. Uber and Waymo already have a partnership in Phoenix as well where they do offer Uber Eats deliveries but at first they're not going to offer that service in Austin or Atlanta but they might in the future. It's a no-brainer for Uber they need as many bets on autonomy as they can have. Waymo on the other hand you wonder if they're now realizing the need to maybe tap into a greater market demand. In fairness though Uber did say this time they're going to provide fleet management services like vehicle cleaning, repair and other depot operations services it did not offer before. This will mark five cities for Waymo and it'll be interesting to see their strategy going forward if they're just testing the waters with Uber or if that's going to be a much bigger part of their business model into the future.

上周我错过了这个消息。Uber 宣布，从 2025 年初开始，将在奥斯汀和亚特兰大扩大与 Waymo 的合作关系，但这种扩展只能通过 Uber 的应用程序进行。因此，不像在洛杉矶和旧金山那样，不能直接通过 Waymo 预订服务。Uber 和 Waymo 目前在菲尼克斯已经有合作，他们在那边还提供 Uber Eats 的配送服务。但在奥斯汀和亚特兰大，起初不会提供这种服务，不过未来可能会推出。对于 Uber 来说，这显然是个明智之举，因为他们需要尽可能多地押注自动驾驶技术。反观 Waymo，你会好奇他们是否意识到需要进入更大的市场需求。不过公正地说，Uber 这次表示将提供之前没有的车队管理服务，比如车辆清洁、维修和其他仓库运营服务。这次扩展将使 Waymo 在五个城市运营，未来观察他们的策略会很有趣，不知道他们只是想通过与 Uber 合作来试水，还是这会成为他们商业模式中的重要部分。

My guess is they'll test the waters with Uber for a year or so in these new cities and then decide if it's better to go out of the alone or in partnership with Uber. Elon shared a picture of Gigatexus showing the new Tesla flag, the Texas flag and the American flag. Love that clearly visible from the highway. Lotus shared a new video of its theory one but unfortunately this is just a concept they have no plans to put this into production but they're saying we may be able to get an idea of their upcoming design language and if that's any indication, color me quite excited. Not that buying a Lotus is anything I plan to do anytime soon but I think this design is incredible.

我猜他们会在这些新城市测试一年的Uber服务，然后再决定是独自发展还是与Uber合作。埃隆分享了一张Gigatexus的照片，照片中展示了新的特斯拉旗帜、德州旗和美国旗，能够从高速公路上清晰看到，真是太棒了。Lotus分享了一个关于其Theory One的全新视频，但遗憾的是这只是一个概念车，他们没有量产的计划。不过他们表示，我们可能能从中了解到其未来的设计风格。这一点令我非常兴奋，尽管我并不打算近期购买Lotus，但我觉得这款设计实在是太棒了。

Tesla stock closed the day at $227.87 up.48% while the NASDAQ was up. 2%. It was a normal volume day trading about 7 million shares below the average volume the past 30 days and listen we can all say whatever we want about Elon all humans are flawed to some degree but this guy is literally on the brink of giving sight to the blind. If there was ever a time to use the phrase mind blowing I think what they're doing at Neuralink would warrant it. Again apologies for the late rushed video today but it was a busy day for the Loomis household. 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.

特斯拉股票当天收盘价为227.87美元，上涨了0.48%，而纳斯达克上涨了2%。当天的交易量大约为700万股，低于过去30天的平均交易量。我们可以随便对埃隆·马斯克发表意见，毕竟每个人都有缺点，但这个人真的快要实现让盲人复明的壮举了。如果有哪个时候可以用“令人震惊”这个词，我觉得他们在Neuralink公司所做的事情绝对是当之无愧的。再次为今天迟到且仓促的视频道歉，今天Loomis家庭真的很忙。希望大家有美好的一天，如果你喜欢这个视频请点赞，你可以在下面的链接找到我的X账号，非常感谢所有支持我的Patreon赞助者。