Competition: There's No Better Way Than Tesla / TSLA Stock Celebration & Confusion ⚡️

Welcome to Electrified, it's your host Dylan Loomis. A quick shout out to Angel or on hella. James B, William C and Don L. Thank you all for choosing to use my Tesla referral link and congratulations on your new Tesla. I believe my link should have one use left so if you need one it'll be down in the description below and seriously to all of you that have chosen to use it I cannot thank you enough. And an update as I was recording William E also used my link so William congratulations on your new Tesla. Thank you for using my link and if anybody else tries it and it does not work please shoot me an email and just let me know. I would like to do a little something for you guys so if you've used my link shoot me an email when you get a chance and we'll go from there. Elon's been at some meetings for Doge and at one of them he was asked if he would want to get rid of the $7,500 tax credit to which he said I think we should get rid of all credits. There are no guarantees right now but based on all publicly available information it's looking like the tax credits will go away sometime next year.

欢迎来到Electrified，我是你的主持人Dylan Loomis。先感谢一下Angel、James B、William C和Don L。感谢你们选择使用我的特斯拉推荐链接并祝贺你们的新特斯拉。我相信我的链接还剩一次使用机会，所以如果你需要，就在下面的说明中。不过，我真心感谢所有使用过我链接的人。在我录音的时候，William E也使用了我的链接，所以William，祝贺你的新特斯拉。谢谢你使用我的链接。如果其他人尝试使用链接却无法成功，请给我发邮件告诉我。我希望为你们做点事情，所以如果你使用了我的链接，请有空的时候给我发邮件，我们再联系。Elon最近参加了一些关于Doge的会议，其中一次有人问他是否想取消$7,500的税收抵免，他表示我认为我们应该取消所有的抵免。目前没有任何保证，但根据所有公开可用的信息，税收抵免可能会在明年某个时候取消。

You know how we said Trump was open to Chinese companies setting up factories in the United States for US production? Well it looks like we're about to get that as soon as next year. Chinese electric truck startup Wind Rose is planning to set up a US assembly plant in 2025. The plant will be located in Georgia where it'll piece together the chassis and other vehicle parts made in China to serve US customers. US buyers account for the majority of the company's existing order book of 6,400 trucks which it aims to make and deliver over the next three years. The Wind Rose CEO said the tariffs on imported trucks are much lower than those on cars.

你还记得我们提到过特朗普对中国公司在美国设厂生产的态度很开放吗？看起来这一切可能在明年就会实现。一家名为Wind Rose的中国电动卡车初创公司计划在2025年在美国建一家装配厂。这个工厂将位于乔治亚州，会将从中国制造的卡车底盘和其他车辆零部件组装起来，为美国客户服务。在该公司现有的6400辆卡车订单中，美国买家占了大多数，他们计划在未来三年内完成生产和交付。该公司的CEO表示，美国对进口卡车征收的关税远低于对汽车的关税。

The only customer they mentioned so far is Nike. Wind Rose's heavy truck will compete directly with a Tesla semi at the same price of about $250,000. As you'll see these Wind Rose trucks look an awful lot like the Tesla semi. They have 729 kilowatt-hour battery packs and they'll be using chargers from Borg Warner that can do up to 960 kilowatts. The range on these trucks is expected to be about 416 miles when fully loaded but it's not clear on what cycle as that testing was done by the company. You may have heard some of this earlier this year but the news is that this week Wind Rose announced the rollout and initial deliveries of its flagship truck the Wind Rose are 700 to one of the leading global logistics providers carry and they clarified deliveries in the US are planned for the first half of 2025.

他们目前提到的唯一客户是耐克。Wind Rose 的重型卡车将直接与特斯拉的电动卡车竞争，售价大约都是 25 万美元。正如你所看到的，这些 Wind Rose 卡车看起来和特斯拉的电动卡车非常相似。它们配备了 729 千瓦时的电池组，并将使用来自博格华纳的充电器，可以达到 960 千瓦的充电功率。这些卡车在满载时的续航里程预计约为 416 英里，但由于是公司自行测试，具体测试标准尚不明确。你可能在今年早些时候听过一些相关消息，但本周的新闻是，Wind Rose 宣布推出其旗舰卡车 Wind Rose 700，并进行了首次交付给一家全球领先的物流供应商。此外，他们澄清说，计划于 2025 年上半年在美国交付。

We should get more concrete US specs once these deliveries begin and if there are no delays that means Wind Rose would actually beat Tesla to its home US market. You guys know me I love the competition I think long term it's a good thing for Tesla this should give them a little extra motivation to get things going at the new factory but either way the markets big enough to support multiple companies making EV trucks. And everybody's lungs will be the winners here as in 2022 medium and heavy duty trucks made up 23% of the transportation sector's greenhouse gas emissions. Yawn from the EV universe got to ride in this truck and he said the Wind Rose team said the cab is so similar to Tesla's because there aren't really better options to go with if you want to make a truly aerodynamic truck.

一旦这些交付开始，我们应该会获得更具体的美国规格。如果没有延误，这意味着Wind Rose实际上会比Tesla更早进入美国本土市场。你们都了解我，我喜欢竞争，我认为长远来看这对Tesla是件好事，这会给他们在新工厂上增加一些推动力。不管怎样，市场足够大，可以支持多家公司制造电动卡车。而且2022年中型和重型卡车占到了运输部门温室气体排放量的23%，从这个角度来看，大家的肺才是真正的赢家。来自电动汽车领域的Yawn有机会试乘了这款卡车，他说Wind Rose团队表示，驾驶室和Tesla的非常相似，因为如果想要制造一辆真正符合空气动力学的卡车，没有更好的选择。

Looking at the interior also very similar to Tesla's central seating two screens and then two extra screens instead of the side view mirrors. Wind Rose also taking the camera based approach. However one key point I don't see any articles really talking about this Wind Rose company is effectively a startup it was founded in March 2022. But we know that Wind Rose is not going to have anywhere near the efficiency of this guy the Tesla semi I thought this was pretty cool somebody from Tesla got an actual Easter egg and put it on top of one of the semis at giga Nevada and Heinrich Zane spotted it in his recent drone video. Dan Priestley did comment saying you found it. Of course it's a small thing but as we know it's a microcosm of the company that Tesla is one that likes to have fun along the way. The truth is I don't know too many other companies that do Easter egg things like this but let me know if you know of any.

看起来这辆车的内饰设计非常类似于特斯拉，中央有两个屏幕，然后还有两个用于替代侧视镜的额外屏幕。Wind Rose也采用了基于摄像头的方案。然而，有一个关键点我在文章中没有看到，那就是Wind Rose公司实际上是一个初创企业，成立于2022年3月。但我们知道，Wind Rose在效率方面远不及特斯拉的卡车。我觉得这件事情挺有趣，有人从特斯拉那搞了个彩蛋并把它放在了内华达州的一个卡车上，Heinrich Zane在他最新的无人机视频中发现了它。Dan Priestley评论说“你找到了”。虽然这只是件小事，但我们知道这反映了特斯拉公司的企业文化——他们乐于在工作中融入乐趣。说实话，我不知道有多少其他公司会做这种彩蛋的事情，但如果你知道请告诉我。

Just to follow up on the consumer reports ratings yesterday we talked about the reliability here's one talking about overall brand satisfaction. So despite those reliability challenges for Tesla that have been reported Tesla comes in third as 72% of owners said that they would buy another one again and Rivians at the top of the list getting a five out of five satisfaction score with 86% of customers saying they'd buy one again and BMW sits in second. A quick look at the bottom five shows us Chrysler Nissan VW Mercedes and Jeep Tesla was second behind Porsche for driving experience Tesla was second behind Chrysler for cabin storage and Tesla was second behind Rivian for ownership cost again I'm not that interested in consumer reports data but I don't want to be a gatekeeper and figured I would round out this story.

为了跟进我们昨天讨论的消费者报告评级，这里有一项关于整体品牌满意度的报道。尽管特斯拉的可靠性问题被广泛报道，但特斯拉依然排名第三，有72%的车主表示愿意再次购买。Rivian排名第一，获得五分中的满分，有86%的用户表示会再次购买，宝马位居第二。底部五名品牌分别是克莱斯勒、日产、大众、奔驰和吉普。在驾驶体验上，特斯拉仅次于保时捷；在车内储物空间上，特斯拉仅次于克莱斯勒；在拥有成本上，特斯拉仅次于Rivian。我个人对消费者报告的数据兴趣不大，但我不希望成为信息的“守门员”，因此分享这一消息。

We had UmJod Masod who's big in the tech space and specifically in programming he's also the CEO of Replet he said Tesla's FSD has gotten so good I basically stopped driving I just don't know what to do with my hands now Elon did share that but the news here is that Yoon Tassai a Tesla engineer said we probably should put a massage seat. As someone who switched from a Honda CR-V of course the Model Y seats are very comfortable as is but a massage feature would take them to the next level. A show chimed in with a meme saying this isn't even my final form Tesla put out a new blog post with some winter driving tips.

我们有一位在科技领域尤其是编程方面很有影响力的UmJod Masod，他也是Replet的首席执行官。他说，特斯拉的自动驾驶功能已经非常出色，以至于他基本上停止自己开车了，现在都不知道手该放在哪里。Elon确实分享过这个消息，不过值得注意的是，特斯拉的一位工程师Yoon Tassai提到，我们可能应该在座椅上加一个按摩功能。对从本田CR-V换到特斯拉Model Y的人来说，Model Y的座椅已经非常舒适了，但如果加上按摩功能会更上一层楼。一档节目用一个网络梗回应道，这还不是我的最终形态。特斯拉还发布了一篇新的博客文章，提供了一些冬季驾驶的建议。

The only one I wanted to share that I know not all of you are using right now is the scheduled departure. Basically this just gets your battery ready sets the cabin temperature where you want it so when you start driving it's as efficient as possible. Tesla has updated the look of its inventory page as you'll now see these icons for each listing telling you the paint color the wheel size and the interior color. Then if you hover you get even more detail minor changes but continuing to make the experience a little bit better.

我想和大家分享的是预定出发功能，我知道不是所有人都在用。它基本上可以预先准备好电池，并将车厢温度调到你想要的状态，这样当你开始驾驶时，就能达到最节能的效果。特斯拉更新了库存页面的外观，现在你可以在每个列表中看到代表油漆颜色、轮毂尺寸和内饰颜色的图标。如果你将鼠标悬停在上面，还能看到更多细节。这些都是一些小的改进，但不断提升了用户体验。

The man himself Brian from Futuraza got some new details about the cybercab as he was at one of those recent events and got to talk to some of the engineers and by the way he said he's doing a video series on this so if you're not subscribed to his page already I would highly encourage you to do so. When this door is fully extended it doesn't stick out any further any farther than a Model S door partway open because the cybercab at the cabin is 200 millimeters narrower than a Model S. Model S is a wide car but you never heard people saying they'll never build it because the doors will be too big. Some cars have big doors so the doors are not the issue having that single point that single pivot point means it's very simple it's a simple cheap easy solution.

布莱恩本人来自Futuraza，他在最近的一场活动中获得了一些关于cybercab的新细节。他与一些工程师进行了交谈，顺便说一下，他表示正在制作一个关于这一主题的视频系列。如果你还没有订阅他的页面，我非常建议你去订阅。当cybercab的车门完全打开时，它的突出程度不会超过Model S的车门部分打开时的情况，因为cybercab的车舱比Model S窄200毫米。Model S是一辆宽车，但你从没听说过因为车门太大而无法制造的说法。有些车确实有很大的车门，因此车门不是问题。拥有单一的旋转点意味着这个设计既简单又便宜，是一个轻松的解决方案。

A lot of channels have speculated those doors are not final from the people responsible for building it to be manufactured. We have been assured that this design is as similar to the final version as the Cybertruck prototype was to the final Cybertruck design. You may see some differences you may even be able to put them side by side but you won't actually notice them this is the real car these doors are the real doors. I did check it is it knocks like plastic the whole car knocks like plastic I asked they said these are carbon fiber because for making 20 of them it was easier. The final will not necessarily be carbon fiber I said will it be plastic they said we don't actually know it might be aluminum it might be plastic it might be carbon fiber but it will not be stainless steel because the weight penalty and the difficulty of creating it the first time and repairing it are too great and body panels will not necessarily be structural so they can be easier to repair.

很多渠道猜测这些门不是最终设计，由负责制造的人建造。我们得到保证，这个设计和最终版的相似程度就像Cybertruck原型与最终版设计的相似程度一样。你可能会发现一些不同之处，甚至可以将它们并排放置，但你实际上不会注意到，因为这就是真实的车，这些门就是真实的门。我检查过了，这车敲起来像塑料一样，我问过他们，他们说这些是碳纤维做的，因为做20个这样更容易。最终的版本不一定是碳纤维，我问会是塑料吗，他们说还不确定，可能是铝，可能是塑料，也可能是碳纤维，但不会是不锈钢，因为那样重量太大，而且首次制作和维修时难度太高，而且车身面板不一定是结构性的，这样可以更容易维修。

I'm pretty sure Brian drove 14 hours both ways to go to this event and get these details for us and again more videos coming on his channel so it'll be below go show this man some love that new Rivian charging site at Joshua Tree is not just a one-off but their next gen Rivian adventure network stations are going to be open to all EVs for now they're still using CCS but again you can use an adapter if you have next but this year Rivian expects to open additional charging locations at sites in Texas Colorado Illinois Montana Pennsylvania Michigan and New York which means that's happening in just over the next three weeks Joseph Carlson who's a pretty well-known finance youtuber was talking up Waymo and their ability to scale he shared the rides per week data that we've been talking about and then said Waymo is scaling quickly and they have good reason to become profitable over time this post got a lot of traction so I just wanted to clarify scaling rides is not the same thing as scaling the number of vehicles and the number of cities again not to diminish the progress Waymo is making I'm rooting for them I'm just saying they're still only in a handful of cities and their total vehicle fleet is still under 1000 as far as we know so my argument is to scale to thousands of cities with millions of vehicles is still a major question mark and sure Waymo is making incremental cost reductions and yes the price of Lidar is going down over time but guess what not using Lidar at all is still going to be even more cost effective.

我很确定布莱恩为了参加这个活动并为我们获取这些详情，往返开了14个小时。此外，他的频道上会有更多视频，链接会在下面，大家去给他一些支持。约书亚树的新Rivian充电站不仅仅是特例，他们的下一代Rivian探险网络站点将向所有电动汽车开放。目前他们仍然使用CCS，但你可以用适配器。今年Rivian计划在德克萨斯州、科罗拉多州、伊利诺伊州、蒙大拿州、宾夕法尼亚州、密歇根州和纽约州开设更多充电地点，这意味着在接下来的三个星期内就会实现。 知名财经YouTuber约瑟夫·卡尔森谈到了Waymo及其扩展能力。他分享了我们一直在谈论的每周乘坐次数的数据，并表示Waymo正在快速扩展并有理由随着时间变得盈利。这条信息引起了很多关注，所以我想澄清一下：扩展乘坐次数不等于扩展车辆数量和城市数量。这并不是贬低Waymo的进展，我也在支持他们，我只是想说他们目前还只在少数城市运营，据我们所知，总车队数量不到1000辆。所以我的观点是，扩展到数以千计的城市和拥有数百万辆车仍然是一个大问号。当然，Waymo正在逐渐降低成本，是的，激光雷达的价格也在下降，但不使用激光雷达显然会更加节约成本。

Alexandra shared an update on what she found about the timeline for Elon's appeal for his pay package she said we're looking at 30 days to appeal 60 days for the opening brief by Tesla 30 days for a reply brief by tornetta 30 days for a reply brief by Tesla up to 90 days later oral argument session usually 60 days the Supreme Court only sits on Wednesdays and then a decision 90 days later and her conclusion is we may be looking at November of 2025 to get a resolution but remember each step does not have to take that long things absolutely could move faster Joe tepmyer shared another Easter egg of sorts that Tesla is working on this time at gigate Texas it looks like at the exit of the boring tunnel it's going to have a cyber truck aesthetic however they decide to finish this so we might have cyber trucks driving themselves autonomously out of a cyber truck shaped tunnel what a time to be alive max from the supercharger team set on ex preassembled superchargers which we'll be seeing more of in the Nordics another benefit from Tesla doing it that way is that they can keep building them even in freezing temperatures when it comes to Tesla stock there was a lot of confusion out there today about was it an all-time high wait or was it just a market cap what about the stock price so just to clear all of that up here's where the confusion came in so back in November 2021 when Tesla stocks at an all-time high of about $409 per share the outstanding share count around that time was just over 1 billion shares and then since that time Tesla did a 3 for 1 stock split so you would need to multiply that number by 3 which is just over 3 billion 12 million and as of the end of quarter three Tesla's outstanding share count was 3.2 billion so rounding and doing the math Tesla has issued an additional roughly 198 million shares over that time frame and of course if you have more shares outstanding multiplied by the same share price that's going to give you a much higher market cap the main driver of the increase in outstanding share count is from stock based compensation but it could be from convertible bonds and some other things as well but that's the main one thus to set a new record intraday share price we'd be looking at about 415 dollars to break that mark and the highest ever closing price was $409.97 so 410 would do the trick but at Tesla's new market cap of 1.25 trillion and yes I double checked with the outstanding share count the most recent data we had that does set a new record for Tesla's largest market cap of all time before it was 1.24 trillion and listen it's been a fairly long time coming so I think there's no better way to celebrate than with a shot of Tesla tequila with you all celebrating all of the exciting things going on with Tesla right now not to get in my feelings but the truth is I love getting to do this we have an awesome community it really is a very exciting time to be alive so to all of you that have been around for this story cheers to good health wealth and many blessings to you and yours pretty good hope you all have a wonderful and a safe weekend 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 bye.

Alexandra分享了她关于Elon薪酬方案上诉时间表的更新。她提到，预计有30天的上诉期，接着是特斯拉的60天初步陈述，Tornetta有30天回复期，然后特斯拉有30天再次回复，最多90天后进行口头辩论，通常需要60天，而最高法院只在周三开庭，最后90天后会有裁决。她的结论是，事情可能要到2025年11月才能解决，但每个步骤不一定花这么长时间，事情完全可能会加快。Joe Tepmyer分享了特斯拉的另一个“彩蛋”，这次是在德州超级工厂，看起来钻孔隧道的出口将会有Cybertruck风格，也许将来会有Cybertruck自动驾驶出一个Cybertruck形状的隧道。真是个激动人心的时代。来自超充团队的Max介绍了预装的超级充电桩，北欧地区将会看到更多，Tesla这样做的另一个好处是即使在寒冷的气温下也可以继续建造。 关于特斯拉股票，今天有很多混淆，究竟是否创下历史新高？还是只是市值？股价又如何？为了澄清这一切，混乱源于2021年11月，当时特斯拉股价创下约409美元的历史新高，流通股数量刚刚超过10亿。自那以后，特斯拉进行了3比1的股票拆分，你需要将那个数字乘3，即超过30亿1200万。截至第三季度末，特斯拉流通股数量为32亿。经过四舍五入和计算，特斯拉在这段时间内大约增加了1亿9800万股。增加的主要原因是基于股票的补偿，但也可能来自可转债和其他一些因素。不过，股权稀释主要因股票补偿，因此若要创下新的单日股价纪录，需达到约415美元。此外，最高收盘价为409.97美元，所以能达到410美元即为新高。但考虑到特斯拉市值已达到1.25万亿美元，我们确实与流通股数量进行了核对，这是特斯拉市值有史以来最高纪录，之前是1.24万亿美元。等待这一时刻已很长时间，所以我认为没有比和你们一起喝Tesla龙舌兰更好的庆祝方式。在此祝大家身体健康、财运亨通，祝福你和你的家人。希望你们度过一个美好而安全的周末。喜欢请点赞，关注我的x账号，感谢所有Patreon支持者，再见。