Elon's Influence Skyrocketing / Battery Business Is Booming / Tesla's Stock Run ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. On this Veterans Day, I did want to take a second to thank any of you veterans out there, or those of you that have a family member that have served. On behalf of all Americans that are enjoying our freedoms, thanks to your sacrifices, we salute you. And just a reminder, Tesla does have a Veterans Career program where they welcome new Veteran employees each month. In Germany, they have a military transition program which aims to provide career opportunities at Gigabrelin for veterans.

欢迎来到Electrified，我是你的主持人Dylan Loomis。在这个退伍军人节，我想花一点时间感谢所有的退伍军人朋友，或者那些家人曾经服役的人。代表所有享受自由的美国人，感谢你们的牺牲，我们向你们致敬。还有一个提醒，特斯拉有一个退伍军人职业发展计划，每个月都会欢迎新的退伍军人加入。在德国，他们有一个军事转型计划，旨在为退伍军人提供在柏林超级工厂的就业机会。

Tesla has an employee resource group called Veterans at Tesla that supports employees and their families as they transition from the military into the Tesla workforce. And over the years, Tesla has participated in many military job fairs and they organize recruitment events specifically for veterans. So again, to all those who have served, thank you. The Australian Energy Regulator said increased energy storage capacity will be essential to manage daily and seasonal variations and output on the national electricity market. This coming as coal power is removed from the market and because of this, the energy storage market in Australia is booming, accompanied by lower costs and expanding opportunities.

特斯拉有一个名为“特斯拉退伍军人”的员工资源小组，专门支持从军队转型到特斯拉工作的员工及其家人。多年来，特斯拉积极参加了许多军事招聘会，并专门为退伍军人组织招聘活动。在此，再次向所有曾服役的人致以感谢。澳大利亚能源监管机构表示，增加能源储存能力对管理国家电力市场的日常和季节性波动非常重要。随着煤炭电力的逐步退出，澳大利亚的能源储存市场正在蓬勃发展，成本降低，机会扩大。

Battery storage systems operating in the national electricity market stand to earn significant revenue from operating in frequency control markets. Remember to keep it simple anytime you hear frequency control, just think of balancing the supply and demand of electricity on specific grids. And we know battery storage is very well suited for this use case because they can respond to frequency deviations almost instantaneously. They're also versatile because they can provide up and down regulation, charging when there's excess power and discharging when there's a deficit.

在国家电力市场中运营的电池储能系统可以通过参与频率控制市场获得可观的收入。简单来说，频率控制就是在电网中平衡电力供需。我们知道，电池储能非常适合这种用途，因为它们可以几乎瞬时地对频率偏差做出反应。它们还具有很强的灵活性，因为它们可以进行上下调节，能够在电力过剩时充电，在电力短缺时放电。

And battery storage units can deliver precise amounts of power which allows for a better fine tuning of that frequency control. So it's clear battery storage leads to a more stable grid frequency, which reduces the risk of blackouts. Energy storage news said at the end of 2023, Australia's total cumulative installed battery storage capacity was just under 6 gigawatt hours. And projections for 2030 by the Australian Energy Market Operator forecast a need for at least 22 gigawatts of power, which if we assume a three hour duration on average, that would be 66 gigawatt hours of capacity translation.

电池储能装置能够精确提供电力，这使得频率控制能够更好地进行微调。因此，很明显，电池储能能够让电网频率更加稳定，从而降低停电的风险。据能源储存新闻报道，到2023年底，澳大利亚累计安装的电池储能容量略低于6吉瓦时。而根据澳大利亚能源市场运营商的预测，到2030年需要至少22吉瓦的电力需求，假设平均持续时间为三小时，那么容量需求将达到66吉瓦时。

There's a lot of battery storage growth expected in the Australian market in the years to come, a market where the Tesla megapacks have been doing very well. Some articles over the weekend were talking about NHTSA asking Tesla to revisit its communications when it comes to messaging about FSD. This is all stemming from a probe earlier this year back in May when NHTSA was looking into Tesla for accidents that happened in low visibility situations. You may remember Sun glare fog and airborne dust.

预计未来几年，澳大利亚市场上的电池储能将会大幅增长。在这个市场中，特斯拉的Megapack表现得非常好。上周末有一些报道提到国家公路交通安全管理局（NHTSA）要求特斯拉重新审视其在全自动驾驶（FSD）方面的沟通内容。这一切都源于今年五月NHTSA对特斯拉展开的调查，原因是一些事故发生在能见度较低的情况下。你可能还记得这些情况包括太阳眩光、雾霾和空中尘埃。

I'm sure a lot of you will remember earlier this year the official Tesla account on X actually reposted a user testimonial where he took FSD to the hospital as he was having a heart attack. In that video where we talked about it, I said it was questionable for Tesla to repost that because it may encourage other people to do the same where that person doesn't really have the capacity to actually supervise. And what do you know now that repost is part of this investigation into Tesla.

我相信很多人还记得，今年早些时候，特斯拉官方账号在X平台上转发了一条用户的反馈，那名用户在心脏病发作时使用全自动驾驶功能（FSD）前往医院。在我们讨论这个视频时，我曾表示特斯拉转发这条信息是有争议的，因为这可能会鼓励其他没有能力进行监督的人效仿。而如今，这条转发已经成为针对特斯拉调查的一部分。

In short, the investigation will consider the adequacy of feedback or information the system provides to drivers to enable them to make a decision in real time when the capability of the system has been exceeded. The agency gave Tesla until December 18th to respond to the letter but the company can ask for an extension. There's growing speculation that this Trump presidency may have negative impacts for German brands that export large amounts of vehicles to the US. In 2023, about 400,000 cars were exported from Germany to the US and in the first half of this year, the US was the largest buyer of German car exports.

简而言之，此次调查将考虑系统提供给驾驶员的反馈或信息是否足以让他们在系统功能超出限制时实时做出决策。该机构给了特斯拉截至12月18日的时间来回复这封信，但公司可以申请延期。目前，人们越来越多地猜测，特朗普总统任期可能对向美国大量出口汽车的德国品牌产生负面影响。在2023年，大约有40万辆汽车从德国出口到美国，并且今年上半年美国是德国汽车出口的最大买家。

BMW may be in a strong position though because they produce about two thirds of their sales volume in their assembly plant in South Carolina. A BMW spokesperson said if a new administration would impose additional tariffs, this local footprint would put us in a stronger position in comparison with some of our European competitors. And the director for the center of automotive management said German automakers could expand their production in the United States in response to any tariffs.

尽管宝马可能处于有利地位，因为他们在南卡罗来纳州的装配厂生产了约三分之二的销售量。一位宝马发言人说，如果新政府征收额外关税，这一本地生产布局会让我们比一些欧洲竞争对手处于更有利的地位。而汽车管理中心的主任表示，德国汽车制造商可能会在美国扩大生产，以应对任何关税。

Really wanted to drive the point home that tariffs are one of the biggest question marks out there right now for the auto industry but not just for cars coming from Mexico or from China, we can't forget about Europe as well. On X, Adon Guajardo, hope I pronounced that right, caught a nice video of the cyber cab driving around Giga, Texas, presumably doing some testing. So, a great catch there and a good reminder we could be less than 12 months away from Tesla actually launching unsupervised rides in California or Texas. And as I've said many times in the past, the market does start to price things in roughly 6 to 12 months out so at least part of this historic Tesla run could also be the market pricing in Tesla's transition to becoming an autonomous ride hail company. And look, the reasons for Tesla stocks soaring the past few weeks are certainly multifaceted, I just think that's one aspect that not enough people are talking about, we could be within that one year window.

我真的想强调的是，关税目前是汽车行业面临的最大不确定因素之一，不仅仅是针对从墨西哥或中国进口的汽车，我们也不能忽视欧洲。在X平台上，Adon Guajardo（希望我没念错名字）拍到了一段不错的视频，显示了一辆网络出租车在德克萨斯的Giga工厂周围行驶，看起来是在进行某种测试。这是一个很好的发现，提醒我们可能在不到12个月的时间内，特斯拉就能在加州或德克萨斯推出不需要监督的无人驾驶服务了。正如我过去多次提到的，市场通常会提前6到12个月开始预估某些变化，所以这次特斯拉股价的历史性上涨，也可能部分反映的是市场对特斯拉转型为自动驾驶打车公司的一种预期。毫无疑问，特斯拉股票在过去几周大涨的原因是多方面的，我只是认为其中有一个方面人们谈论得不够，那就是我们可能正处于那个一年窗口期内。

The government of India is making efforts to revive interest in its EV import scheme by organizing a workshop for companies interested in importing premium EVs at lower import tariffs. The initiative aims to gather feedback and understand the reasons behind the limited interest in the scheme. The response to the scheme has been less enthusiastic than anticipated leading the government to engage with stakeholders once again. But I'll tell you why there's minimal interest, if you go back and actually look at the proposal, these companies are required to invest at least $500 million over 5 years. The companies would have to achieve at least 25% domestic value addition in the first 3 years and then increase that to 50% in 5 years, which you can think of like a local supply chain. And further, these companies can only import up to 8000 EVs every year at the lower tariff of 15%. So yes, the 15% tariff is a big reduction from the between 70 and 100% tariff based on the price of the vehicle, but there are clearly some limitations, restrictions, and requirements that these car companies are not on board with. And remember, the main company India is trying to win over with this policy is Tesla. It's no surprise investors are piling into bullish options bets on Tesla with the stock hitting its highest level in more than 2 years.

印度政府正在努力通过组织一个针对有兴趣以较低进口关税进口高端电动车的公司研讨会来重新激发人们对其电动车进口计划的兴趣。此项举措旨在收集反馈意见并了解该计划反应平淡的原因。该计划的反应不如预期热烈，这促使政府再次与利益相关方沟通。不过，我来告诉你为何兴趣不高，如果你回过头来真正审视这个提议，这些公司需要在5年内至少投资5亿美元。公司在最初的3年内至少要实现25%的国内增值，然后在5年内将其提高到50%，这可以理解为本地供应链。此外，这些公司每年只能以15%的较低关税进口不超过8000辆电动车。虽然15%的关税比按车辆价格征收的70%到100%的关税大幅减少，但显然有些限制、限制条件和要求让这些汽车公司无法接受。而且要记住，印度试图通过这项政策吸引的主要公司是特斯拉。不足为奇的是，当特斯拉股票达到两年多来的最高水平时，投资者纷纷涌入看涨期权押注特斯拉。

Tesla contracts were the most heavily traded options on individual stocks today with some 2.5 million contracts changing hands by noon, more than twice the usual pace. The chief strategist at Interactive Broker's, a company we worked with earlier this year said it's euphoric. Tesla is by far the most active option at our shop. Dan Ives raised his Tesla price target to $400 from 300 before saying Trump is a game changer for the autonomous and AI story for Tesla and Elon over the coming years. And because I know at least a few of you will be curious, the Tesla options with strike prices at 350 and 400 and set to expire on Friday were the two most actively traded contracts with combined volume of about 180,000. As it turns out, there's some reading between the lines that is necessary after this post from Kai Trump saying Elon achieving uncle status. Trump views AI how Trump views EVs how Trump views robotics how Trump views space is probably all going to take a decidedly pro Elon point of view. And therefore I think that explains why Tesla has has done so well that in the fact that it's been the dog of the max seven for most of 2024. So there was room to catch up.

今天，特斯拉的合约是单个股票中交易最活跃的期权，到中午约有250万份合约易手，这一速度是平常的两倍多。我们今年早些时候合作过的Interactive Brokers公司的首席策略师表示，这种状况令人亢奋。特斯拉在我们公司是最活跃的期权。丹·艾夫斯将特斯拉的目标价从300美元上调至400美元，并指出特朗普在未来几年将成为特斯拉和埃隆在自动驾驶及AI领域的重大变革者。另外，因为我知道至少有些人会感到好奇，行权价为350美元和400美元且在周五到期的特斯拉期权是最活跃的合约，总交易量大约为18万手。事实证明，在凯·特朗普发布帖子称埃隆成为“叔叔”地位之后，需要解读一些潜台词。特朗普对待AI、EV、电动汽车、机器人以及太空的态度可能全都明显偏向支持埃隆。因此，我认为这解释了为何特斯拉表现如此出色，而在2024年大部分时间里是“Max Seven”中的落后者，所以有追赶的空间。

Yeah, Andrew, I wouldn't look for you on must have a dot gov address. I wouldn't look for Elon must to be a technical part of the US government. But he is a massive part of shaping architecting this government. Interestingly enough, like his systems background like built Tesla built SpaceX. He legitimately helped the Republican ticket in Pennsylvania. He figured out they needed more transportation. They did it. He did his own rallies where he was treated like a rock star like Trump. He's intimately involved in shaping this government. And Andrew, I'm told that president, former President Trump, President Trump loves sparring with Elon. He loves the innovative thinking you've interviewed him on stage. You know him like he has quirky thinking. He's not afraid to talk out loud. And he's bringing a fresh eye to a problem that Trump has been thinking about for eight years, including for those in the wilderness. Elon Musk as an idea generator as an idea promoter, somebody who's gonna be a massive hand voice in shaping the new Washington.

好的，Andrew，我不认为你应该找一个有“dot gov”邮件地址的人。我也不觉得Elon Musk会成为美国政府中的技术角色，但他在塑造和设计这届政府中发挥了巨大作用。很有意思，他的系统背景就像建立特斯拉和SpaceX一样，他确实在宾夕法尼亚州帮助了共和党的选票。他发现他们需要更多的交通工具，并解决了这个问题。他还举行了自己的集会，在哪里他如同受到像特朗普一样的欢迎。他深度参与到了这届政府的塑造中。而且，Andrew，我听说前总统特朗普很喜欢和Elon交锋。他欣赏Elon的创新思维，你也在台上采访过他。你知道，他有些怪异的想法，但不怕大声说出来。他以一种新的视角看待特朗普已经思考了八年的问题，包括那些在政治边缘的人。Elon Musk是个想法的生成者和推广者，他将在塑造新的华盛顿中扮演重要角色。

Marlago has basically been brimming for the last two days. I'm told with two kinds of people, those angling for a job and those who are trying to influence Trump into hiring their picks. But one person has loomed over all of that. His name is Elon Musk. Multiple sources tell me tonight that Musk has been seen at Marlago nearly every single day since Donald Trump won, dining with him on the patio at times. Today they were seen on the golf course together. Musk has been in the room when world leaders have called Trump. And tonight we've learned he's also weighing in on staffing decisions, making clear his preference for certain roles even. While Musk himself is still not expected to take any kind of formal position inside Trump's administration, given how complicated it would be with his companies, what's becoming clearer tonight is that he doesn't really need to. With one source telling me, Elon Musk is having just as much influence from the outside. Just in case some of you were doubting if Elon would have any influence after the election. So far it seems to be a resounding yes that he does indeed.

过去两天，海湖庄园基本上一直很热闹。据说有两类人，一类是想争取工作的人，另一类是想影响特朗普让他雇用他们自己选择的人。但有一个人似乎凌驾于这一切之上，他就是埃隆·马斯克。多方消息人士告诉我，自从特朗普赢得选举以来，几乎每天都能在海湖庄园看到马斯克，有时他会和特朗普在露台上共进晚餐。今天，他们还一起出现在高尔夫球场上。当世界领导人给特朗普打电话时，马斯克也在场。今晚，我们了解到他也在权衡人事决定，明确表示自己对某些职位的偏好。尽管考虑到他的公司情况，马斯克本人预计不会担任特朗普政府的任何正式职位，但今晚越来越清楚的是，他实际上并不需要这么做。一位消息人士告诉我，埃隆·马斯克即使在外部也同样具有影响力。万一你们中有人怀疑埃隆在选举后是否具备影响力，到目前为止，答案显然是肯定的。

For certain third party charging providers across Europe, Tesla is now showing in the UI the availability of stalls in real time. Unfortunately right now this third party charging program is only for China and Europe. But perhaps a sign of things to come in other regions in the future. Peter Rawlinson has in my opinion rightly criticized the quality of EV availability in the US. He said the experience of many Americans with EVs has been underwhelming. He said it's not perception, it's reality. He also dismissed hybrid technology calling them the worst of all worlds.

特斯拉现在在用户界面上实时显示欧洲一些第三方充电提供商的充电桩可用情况。不幸的是，目前这个第三方充电计划仅限于中国和欧洲。但这可能预示着未来将在其他地区推出类似服务。彼得·罗林森（Peter Rawlinson）曾批评美国电动车的普及情况，他认为很多美国人对电动车的体验并不理想。他说这不是一种误解，而是现实。他还对混合动力技术进行了批评，称其为各方面表现最差的选择。

Over the weekend FSD12.5.6.3 it did start rolling out to customers, but don't worry because many of us are still stuck on 12.5.4.1 or 2. I want to clear something up real quick, I did mention RFK last weekend that I was a fan of one of his initiatives, but don't get it twisted. I do not support everything he says, just like I don't support everything that Elon says. Some of you were thinking I was a big conspiracy theorist when in reality all I said was that I support making America healthy again and that some organizations like the FDA should be overhauled. Just listen to the data. About 40% of US adults over the age of 20 are obese. An estimated 129 million people in the US have at least one major chronic disease.

在刚过去的周末，FSD12.5.6.3开始向客户推送更新，但不用担心，因为我们中很多人仍然停留在12.5.4.1或12.5.4.2版本。我想快速澄清一下，上周末我提到过支持RFK的某个倡议，但请不要曲解我的意思。我并不是支持他所说的所有内容，就像我并不认同Elon说的所有话一样。有些人以为我是在支持阴谋论，但实际上我只是说我支持让美国变得健康这个理念，同时认为像FDA这样的组织需要进行改革。看看数据吧，美国20岁以上的成年人中约有40%属于肥胖，还有大约1.29亿美国人至少患有一种重大慢性疾病。

I could go on and on, but I want my main message to be about prioritizing your own health. If you have days every now and then where you're tired or you have some brain fog, you may be lacking in certain key nutrients. So if you'd like to try a quick and easy solution for yourself to see if it works for you, that's why I've linked up with AG1, the sponsor of this video. AG1 is now on its 52nd iteration after continually doing its own third party research. Speaking of that research in an observational study, 97% of participants felt more energy after taking AG1 for just 30 days.

我可以继续说下去，但我想传达的主要信息是要优先考虑自己的健康。如果你有时感到疲惫或者思维不清晰，可能是缺乏某些关键营养素。所以，如果你想尝试一种简单快捷的解决方案来看看效果，我推荐与这个视频的赞助商AG1合作。AG1经过不断的第三方研究，现在已经到了第52次迭代。提到这项研究，在一项观察性研究中，97%的参与者在仅仅服用AG1 30天后感觉精力更充沛。

And look, I don't want to get over my skis here, but I do have to say I've been feeling awesome again physically for the first time in a few years. I have been recovering from a parasite so that most certainly helps. But having AG1, especially when I'm on the go, really prevents having any days where I have those major nutrient gaps. In the nutrition field, it really is all about quality. You have to be careful about what you choose. From my research, before agreeing to work with AG1, they went through some of the most rigorous, independent testing for the product. And right now, AG1 is offering a surprise bonus limited edition gift in addition to the welcome kit when you first subscribe. It likely won't last super long ahead of the holidays, so you can head to drinkag1.com slash electrified to check it out while supplies last. Or you can use the QR code right on the screen. Enjoy.

看，我不想说得太早，但必须承认，这几年以来，我第一次身体感觉非常棒。我刚从寄生虫带来的影响中恢复过来，那确实有帮助。不过，使用AG1，尤其是我在外出时，真的能防止出现营养缺口。在营养领域，品质是最重要的。你必须谨慎选择。据我研究，在我决定与AG1合作之前，他们的产品经过了一些最严格的独立测试。目前，AG1在你首次订阅时，除了欢迎礼包外，还附赠一个惊喜的限量版礼物。这可能不会在节假日前持续太久，所以你可以在库存有限的情况下，访问drinkag1.com/electrified查看详情。或者你可以直接使用屏幕上的二维码。希望你喜欢。

A quick trip down memory lane back on April 20th earlier this year. Maybe Gary was participating in festivities. He said we were correct to reduce our Tesla position from 12.2% to 2.7% today because of our concern about deteriorating fundamentals. In hindsight, we should have sold our entire Tesla position rather than keeping a small percentage of it. He later clarified his average sell price over that time was $202. September 5th, this year Fred Lambert sells all of his Tesla shares. Also, in September, Ross Gerber said he's been dumping Tesla because no one wants the company's cars or robots.

回忆一下今年4月20日的事情。当时，可能是因为一些庆祝活动，Gary 说我们出于对基本面恶化的担忧，将我们的特斯拉持仓从12.2%削减到今天的2.7%是正确的。事后看来，我们应该卖掉所有的特斯拉持仓，而不是保留一小部分。后来他澄清说，那个时期他的平均卖出价格是202美元。今年9月5日，Fred Lambert 卖掉了他所有的特斯拉股票。同样在9月，Ross Gerber 表示他一直在抛售特斯拉，因为没有人想要公司的汽车或机器人。

The only point I wanted to make here as well is that just because somebody has a large following does not necessarily mean their takes are always going to be good. And obviously, everybody has the right to do whatever they want to with their own investments. But the problem is, in this case, they were all arguing that basically Tesla had no upside in the near term. And clearly, their thesis has been terribly wrong. But the main reason I'm sharing this is because I know there are actually more people out there than you may think that have listened to people like this and actually ended up selling their shares and are now kicking themselves. So be careful who you listen to and always make your own financial decisions.

我在这里想表达的唯一一点是，仅仅因为某人有大量追随者，并不意味着他们的观点总是正确的。显然，每个人都有权根据自己的意愿处理自己的投资。但问题是，在这种情况下，他们都认为特斯拉短期内没有上升空间。而显然，他们的观点是非常错误的。我分享这个故事的主要原因是，因为我知道其实有比你想象中更多的人听从了这些人的建议，结果卖掉了他们的股票，现在后悔不已。所以，要小心你听从谁的建议，并始终做出自己的财务决策。

A fun fact, Tesla has added $450 billion of market cap in one month. Tesla has now become the eighth biggest company in the world by market cap sitting at a $1.12 trillion valuation. And who can forget this one from Elon? He said, once Tesla fully solves autonomy and has optimists in volume production, anyone still holding a short position will be obliterated, even gates. And I shouldn't have to say it, but all of this recent Tesla stock move is before either of these events.

一个有趣的事实是，特斯拉在一个月内增加了4500亿美元的市值。特斯拉现在已经成为全球第八大市值公司，总市值达1.12万亿美元。还有大家耳熟能详的马斯克的一句话：他说，一旦特斯拉全面解决自动驾驶，并且“乐观者”机器人量产，任何做空特斯拉股票的人都会被“消灭”，连盖茨也不例外。而且我不必多说，最近特斯拉股价的上涨并不是由于这些事件的发生。

There were some headlines out there today about a terrible Tesla crash in which unfortunately four people passed away and part of the reason was they couldn't get out of the car because they said the door handle wasn't working, according to the one person that survived. The investigation is still ongoing, but I wanted to use that to remind everybody to always know about the manual door open override. Check the owner's manual for your vehicle, there will be one for the front doors and also one for the rear doors. You should not be driving your Tesla without you and your passengers knowing where those are.

今天有一些关于一起特斯拉严重车祸的新闻报道。不幸的是，这起事故导致四人遇难。据唯一的幸存者称，其中一个原因是他们无法从车里出来，因为车门把手失灵。目前调查还在进行中，我想借此提醒大家，一定要知道车门的手动开启方法。查看您车辆的用户手册，上面会有前后车门手动开启的说明。在不清楚这些手动开启位置的情况下，您和您的乘客都不应该驾驶特斯拉。

Tesla stock closed the day at $350 on the nose up 8.96% while the NASDAQ was basically flat up 0.06%. The volume today was 125% above the average. Don't forget check out AG1 links below if you're interested, take advantage of that new bonus offer for as long as it lasts. 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.

特斯拉股票收盘价正好是350美元，上涨了8.96%，而纳斯达克基本持平，仅上涨了0.06%。今天的交易量比平均水平高出125%。如果你感兴趣，别忘了查看下面的AG1链接，趁着新优惠活动还在，抓紧机会。希望大家有个美好的一天，如果你喜欢这个视频请点赞，你可以在下面找到我的X链接，非常感谢所有支持我的 Patreon 会员。