Elon and the Reuters Bombshell / Desperation Sets In / The Great Consolidation Begins ⚡️

Welcome back to Electrified, it's your host Dylan Loomis, quick shout out to my newest patron Michael R. Thank you for choosing to support the channel. And thank you to Maureen J for using my Tesla referral link and congratulations on your new Tesla. And just a heads up to everyone who has taken delivery of a new Tesla the past few weeks when it comes to AI4 and FSD version 13, sometimes Tesla is reluctant to send software updates quickly after owners take delivery. My point being don't panic if you don't have version 13 just yet, just give it a couple days, maybe a few weeks and you should be good to go if you have AI4. And if you've taken delivery of a new vehicle the past few weeks, you do. A heads up tomorrow, December 18th, Tesla is hosting a live Q&A event with a few Cybertruck engineers at their new location in North Hollywood. It starts at 5pm but you do have to register so if you're interested I'll have this below. Given all of the excitement with Tesla AI right now, there's some people saying that Tesla's auto sales are now irrelevant. And yes, they've absolutely taken a back seat but Tesla's fleet numbers and overall EV adoption is certainly not irrelevant so I'm going to continue tracking sales data.

欢迎回到《Electrified》节目，我是你的主持人迪伦·卢米斯。先感谢一下我最新的资助者迈克尔·R，感谢你选择支持这个频道。另外，感谢Maureen J使用了我的特斯拉推荐链接，并祝贺你购买了新的特斯拉。提醒一下最近几周刚提车的特斯拉车主，关于AI4和FSD版本13，有时候特斯拉在车主提车后不会马上推送软件更新。所以如果你还没有收到版本13，不用惊慌，等待几天或者几周就可以了，尤其是如果你已经有AI4的话，应该就不会有问题。如果你是在过去几周内提的车，那你应该有AI4。提醒一下大家，明天12月18日，特斯拉将在他们位于北好莱坞的新地点举办一次和几个Cybertruck工程师的现场问答活动。活动从下午5点开始，但你需要提前注册，感兴趣的话我会把链接放在下面。鉴于现在关于特斯拉AI的各种激动人心的消息，有些人说特斯拉的汽车销售已经不那么重要了。虽然是的，它们确实退居次要位置，但特斯拉的车队数量和整体电动车普及率仍然很重要，所以我会继续跟踪销售数据。

On that note, here's a quick look at Tesla China January through November this year. And remember this column off to the right I have highlighted in blue that was the reading the last time around. So for example, this negative 3.4% was the reading January through October. Now we have the data January through November. It's there so you can see the difference in the data from the last reading to the present one. Thus, Gigaschang High's wholesale data year to date is down 3.7%. The domestic sales are up 8.1%. Exports are down 23.6% and production is down 4.1%. So as we've been saying domestically for Gigaschang High things have been great but they really should be as Tesla has multiple incentives available for customers in the region. 0% APR for 5 years if you buy a Model 3 or Y, additional incentives on the Model Y then the government has that cash for clunkers program if you trade in an ice car for an EV and a lot of those incentives are expected to go away at the end of December. But that domestic strength is being offset by much weaker export numbers.

在此，快速浏览一下特斯拉中国今年1月至11月的情况。请注意，我在右侧用蓝色标出了上次的数据。例如，这个负3.4%是1月至10月的数据读数，现在我们有了1月至11月的数据，放在这里是为了便于您查看从上次读数到现在的数据差异。因此，上海超级工厂的年初至今回销量下降了3.7%。国内销售上涨了8.1%，出口下降了23.6%，产量下降了4.1%。正如我们所说，对上海超级工厂来说，国内市场表现良好，因为特斯拉在该地区为客户提供了多种激励措施。购买Model 3或Model Y可享受5年内0%利率的贷款，Model Y还有额外的激励措施，同时如果您用燃油车换购电动车，政府还有旧车换现金计划。预计这些激励措施中的许多将在12月底结束。但这种国内强劲表现被更疲软的出口数据所抵消。

Looking at week 11 for Gigaschang High, that number came in at 18,452 compared to the same weekend quarter 3 that number was 15,600. So quarter over quarter, Tesla China is up 10.48%. To set a new record quarterly number Tesla will have to do just over 10,874 units per week over the last two weeks. The reading for week 11 Q4 last year was 18,300. So year over year, Tesla China is now up 15.59%. I did go ahead and add this year to date comparison highlighted in purple. Since we're in week 11 right now, this is year to date through week 11 in 2023 and it'll be the same comparison year to date 2024 through the current week which is week 11. And using that year to date data, Tesla China is up 7.86%.

在第11周，Gigaschang高中的数据为18,452，相比去年同一个季度的周末，那个数字是15,600。因此，季度同比增长了10.48%。如果想要创造新的季度记录，特斯拉中国在最后两周需要每周交付超过10,874辆。去年第四季度第11周的数据是18,300。因此，按年度计算，特斯拉中国增长了15.59%。我也加入了今年以来的数据对比，以紫色标出。因为现在正值第11周，这是截至2023年第11周的年初至今数据，这也将是2024年截至第11周的同比对比。利用这些年初至今的数据，特斯拉中国增长了7.86%。

Just remember this year over year comparison is comparing the quarter and this year over year comparison is comparing the year to date numbers. And at the bottom I have the total for 2023 so it's true that already year to date for 2024 Tesla has surpassed the figure for all of 2023 again with two weeks left. On the delivery front, the key number for Tesla in quarter four is 515,000 about if they can hit that number that means they'll avoid a year over year decline in overall global sales. Right now the analyst consensus is about 510,000 and Tesla has never delivered over 500,000 units in one quarter. This definitely might be the first but time will tell. Either way though, we're likely looking at flat year over year sales growth and 25 may not be much easier, especially if the EV tax credit does go away.

请记住，这个同比比较是针对季度的，而这个同比比较是针对年初至今的数据。在底部，我有2023年的总数，所以确实到了2024年累计数据已经超越了2023年全年，还有两周的时间。在交付方面，特斯拉在第四季度的关键数字是大约515,000辆。如果他们能达到这个数字，就意味着他们可以避免全球销售的同比下降。目前，分析师的共识在大约510,000辆，而特斯拉从未在一个季度交付超过500,000辆。这可能是第一次实现，但时间会证明一切。不管怎样，我们可能会看到销售增长持平，而2025年可能也不会容易，特别是如果电动汽车的税收抵免取消的话。

A quick note, Xiaomi, the smartphone maker over in China that's trying its hand in the EV world has been doing quite well early on with its SU 7 which obviously is a direct competitor to the model three and they're about to launch their model Y competitor, the YU 7. We'll see if Xiaomi can sustain these sales numbers but it's been so far so good a brand to watch.

小米，这家中国的智能手机制造商正在进军电动车领域，其首款车型SU 7起步表现颇佳，显然是Model 3的直接竞争对手。他们也即将推出与Model Y竞争的YU 7。我们拭目以待小米能否维持这样的销售成绩，但目前看来，它是个值得关注的品牌。

Some of you are asking for a Cybertruck sales update so here's something from Troy. He said on November 10th, Gigatexis cut the Cybertruck production rate by 56%. I won't explain this chart from Troy because I think he likes to keep that for Patreon members only but here's that cut in production that he was referring to.

有些人询问关于Cybertruck销售情况的更新，所以这里有Troy的一些信息。他在11月10日表示，Gigatexis将Cybertruck的生产率削减了56%。我不会详细解释Troy的图表，因为我认为他希望只为Patreon会员保留这些信息，但这就是他说的生产削减情况。

We also had Electric citing some inside sources saying that Tesla was removing the foundation series badge from some Cybertrucks to actually sell it at a lower price point. Now before you go yelling at the screen saying Dylan how could you bring up anything from Fred and Electric just stick with me for a second.

我们也有消息称，Electric 引用了一些内部消息人士的话，说特斯拉正在从一些 Cybertruck 上移除“Foundation Series”徽章，以便以更低的价格出售。现在，在你对着屏幕大喊“Dylan，你怎么能提到 Fred 和 Electric 的消息”之前，请稍微听我解释一下。

If you order a Cybertruck today on the website you should be able to take delivery in the next two weeks. And for whatever reason on the personal side of things the Cybertruck is still not officially qualified for the consumer tax credit. What I'm trying to say is it looks like a majority of the hundreds of thousands of reservations that people had are still waiting for a lower priced Cybertruck.

如果你今天在网站上订购一辆Cybertruck，你应该能在接下来的两周内收到。但在个人方面，由于某些原因，Cybertruck仍然没有正式符合消费者税收抵免的资格。我的意思是，大多数已经预订了的数十万辆Cybertruck的顾客，似乎仍在等待价格更低的版本。

Personally I'm not ready to draw any dogmatic conclusions but certainly some trends to watch as we head into 2025. But on the Fred and Electric thing look I obviously know the entire backstory in Fred's ill will toward Tesla if you will. But for me my job is to look past my bias and emotions and just look at the data and the sources and see if there's anything we can learn.

个人来说，我还没准备好下任何死板的结论，但随着我们迈入2025年，确实有一些趋势值得关注。关于Fred和Electric的事情，我显然知道整个背景故事，以及Fred对特斯拉的不满。如果可以这么说的话。对我来说，我的工作是超越个人偏见和情绪，仅仅关注数据和资料，看看是否有可以学习的东西。

Electric also said that Tesla was having issues with a new version of AI4 and it was short circuiting resulting in failures of certain features. And as expected most people in the comments were just giving Fred a hard time about him selling his Tesla shares and telling him how salty he sounds. But instead of having that fun I just went to look for any data and people reporting on this problem.

Electric还提到，特斯拉在使用新版AI4时遇到了问题，出现了短路，导致某些功能失效。正如预料的那样，评论区的大多数人只是对Fred卖掉他的特斯拉股票一事进行调侃，并说他听起来似乎很气愤。但我没有参与这些，而是去寻找关于这个问题的任何数据和相关报道。

The sources said this problem had been going on for months and I was able to find this thread on Reddit. 2024 and 2025 Model Y AI4 short computer failures thread. Spoiler alert there are dozens of comments from Tesla customers saying that this problem has happened to them. One user said AI4 car computer remove and replace appointment set for December 11th 2024.

消息人士称，这个问题已经持续了几个月，我在Reddit上找到了一个相关帖子。这个帖子讨论的是2024年和2025年款Model Y AI4短板计算机故障的问题。需要注意的是，有不少特斯拉客户在评论中表示自己也遇到了这个问题。其中一位用户说，他已经预约在2024年12月11日更换AI4车载计算机。

Then later that user said the appointment was delayed to mid January. Someone else said they were contacted by Tesla and the tech from my local service center told me Tesla has told them to stop replacing the computers until they get to the root cause. He said they're going to try to fix it with a software update and to expect 30 days. I'll stop here just know there's plenty more in this thread I'll have it linked if you want to check it out.

之后，那位用户说预约被推迟到了1月中旬。另一个人表示，他们收到了特斯拉的联系，而我当地服务中心的技术人员告诉我，特斯拉要求他们在找到根本原因之前停止更换计算机。他说他们会尝试通过软件更新来解决问题，大约需要30天。我就先说到这里，不过这个话题还有很多内容，如果你感兴趣，我可以把链接给你。

Based on what I can gather this is definitely not a widespread issue but maybe something like less than 1% of deliveries over the past few months. So whether Tesla replaces these computers or fixes this with a software update the overall point is don't let your emotions stop you from getting to the bottom of certain data.

根据我的了解，这绝对不是一个普遍存在的问题，可能只是过去几个月中不到1%的交付出现了这种情况。因此，无论特斯拉是更换这些计算机还是通过软件更新来解决问题，关键是不要让情绪妨碍你深入了解某些数据。

You guys know I'm no fan of Fred or electric but based on the data it looks like there may actually be a small problem that Tesla needs to fix here and it's good for owners to be aware of it. I'm sure you've heard by now but a show did say FSD version 13.2.1 is now rolling out wide to AI4 customers.

大家都知道我不太喜欢Fred或电动车，但根据数据，特斯拉可能确实有一个小问题需要解决，车主们要注意一下。我想你们已经听说了，有个节目提到FSD版本13.2.1现在正在向AI4客户大范围推送。

That plus the holiday vehicle software update is coming within a week. The team's working on a much updated version 12.6 for AI3 customers by the end of this year. For whatever it's worth for me I'm not yet ready to say that AI3 owners will never get a version 13 branch. However I'll be honest after reading this a few times part of me does feel like this is Tesla telling the world you know what this may be the first to buy forcation of AI4 and hardware 3.

这意味着假期期间的车辆软件更新将在一周内推出。团队正在为 AI3 用户开发一个更新很多的 12.6 版本，预计在今年年底前发布。不管这对我来说有什么意义，我还不准备说 AI3 用户永远不会获得版本 13。不过，说实话，在我看了几次之后，我有种感觉，特斯拉可能是在告诉大家，AI4 和硬件 3 很可能会优先推出。

Hopefully that 5 to 10% of me that feels that way is totally wrong and in quarter one Tesla drops version 13 for hardware 3. The thing is we know that version 13 is the first version to use the higher resolution AI4 cameras. Those AI4 cameras have a resolution of 5.4 megapixels compared to the 1.2 megapixels of hardware 3.

希望我感到那样的5%到10%的可能性是完全错误的，并且特斯拉能在第一季度为硬件3推出第13版。关键是我们知道，第13版是第一个使用高分辨率AI4摄像头的版本。这些AI4摄像头的分辨率为5.4兆像素，相比之下，硬件3的分辨率只有1.2兆像素。

Plus version 13 increases the frame rate up to 36 per second. So look I don't want to read too far into this all I'm saying is if I was a hardware 3 owner I would begin preparing myself for this possibility of this new bifurcation in the FSD versions. But that's only out of an abundance of caution I think the more likely scenario is that Tesla wants this 12.6 to go out by the end of the year to give hardware 3 owners something and then sometime next year they'll be ready to give version 13.

Plus版本13将帧率提升到每秒36帧。我不想过多揣测，但如果我是硬件3的用户，我会开始为FSD版本可能出现的新分化做好准备。这么说只是出于谨慎考虑，我认为更可能的情况是，特斯拉希望在今年年底之前推出12.6版本，给硬件3用户提供一些东西，然后到明年某个时候再准备好推出版本13。

But there is at least a chance that the team can't backport the entire version 13 to hardware 3. Not a Tesla app said version 12.6 for hardware 3 should have end to end on the highway earlier in more natural lane changes, speed profiles, auto set speed to be max and collecting audio for detecting emergency vehicles. Just remember none of this from not a Tesla app is actually official and there's still always the hope for hardware 3 owners that Tesla does eventually offer a free upgrade. I know it's still very early for this wider release of version 13 but so far it's still incredibly hard to find any critical feedback on this version.

但是，至少有可能团队无法将整个版本13移植到硬件3上。根据一个非官方的特斯拉应用说法，版本12.6在硬件3上应该可以实现高速公路的端到端驾驶、更自然的变道、速度设定为最大值以及收集音频以检测紧急车辆。不过，请记住，这些信息都不是官方发布，硬件3的用户始终可以期待特斯拉最终能提供免费升级。我知道现在对版本13的广泛发布来说还很早，但到目前为止，这个版本很难找到任何关键的负面反馈。

Brian from Futuraza said it was amazing all of the little problems are fixed maybe not all but 90% of what was left to fix just wow. Elon replied saying it only gets better from here. Jeff Lutz said it felt like I was controlling the car with my mind it did everything I wanted it to the way I wanted it to. Elon shared that saying try the latest Tesla self-driving software it will blow your mind. People can get a little bit crazy in this turning median so you got to play a little bit of a subtle dance we don't have any incoming traffic to the median right now so it makes it a bit easier we get into cute wow just so smooth too like no anxiety in the car whatsoever as it's getting into this turning median all right we progress on up we have a stop sign but we would need to stop anyway we have oncoming vehicles coming down Westlake Houston Parkway and as soon as that moves we got a gap and we take it perfect putting on our blinker got a cart guy right there wow wow holy moly colly that was so good the cart guy had a car coming out and then avoided the the loose cart all right now it's trying to park ironically right next to a model y all right taking its time time wow I mean absolutely perfect that's feature complete right there what are we gonna do two lane two way one is gonna yeah what's it gonna do now I'm just gonna go up there because this goes spot to pull over and let this guy through all right let's see if it doesn't yes yes yes yes yes yes that was good wow it saw that can you believe like that's a very subtle feature i'm sure most of you have already seen that clip but hearing James down mug it so amped up is must see tv in my opinion all i can really say for now is the excitement is continuing to build indonesia is now trying to pitch elon on building some data centers for xai in the region at this point though luhat is basically looking for elon to do anything new venture wise in indonesia previously they offered ideas for a battery factory but elon turned that down because he said they're going to do that in the us which makes sense because it's much closer to teslas factories however luhat and elon are planning to meet in february to discuss this data center opportunity.

来自《Futuraza》的布莱恩表示，解决了几乎所有的小问题，可能不是全部，但留下的90%的问题都解决了，简直太棒了。埃隆回应说，从现在开始只会更好。杰夫·卢茨说，感觉就像用意念控制汽车一样，它完全按照我的方式做了我想要的一切。埃隆分享说，试试最新版的特斯拉自动驾驶软件，会让你大开眼界。在这个转弯的隔离带里，人们可能会变得有些疯狂，所以你需要做一些细微的调整。现在我们没有来往车辆进入隔离带，因此操作稍微简单一些，进入隔离带时，一切都非常顺利，车内完全没有焦虑感。我们继续前进，到达了一个停车标志，我们本就需要停车，因为有车辆从Westlake Houston Parkway驶来。等它们通过后，我们找到了一个空隙并顺利通过，打了转向灯，刚才那里有个推车的人，哇哇哇，太棒了，推车的人迎面来了一辆车，但成功避开了那个松动的推车。现在汽车尝试停在一辆Model Y旁边，耐心等待中，哇，简直完美，功能已经完整了。我们现在要做什么？两车道、双向行车，一个是要，嗯，现在它要做什么？我就往前走，因为这个地方有一个位置可以靠边让这辆车通过。好吧，让我们看看它是否成功了，是的，是的，是的，那真好，哇，它看到了，真不敢相信，这是一个非常微妙的功能。我相信大多数人已经看过那个片段，但听到詹姆斯如此激动，真的是必看电视。就我现在所能说的，是兴奋感还在继续积累。印度尼西亚正在尝试向埃隆推销在该地区建立XAI数据中心的计划。不过目前，卢哈特基本上是希望埃隆能在印度尼西亚进行任何新的商业投资。之前，他们曾提议建造一个电池工厂，但被埃隆拒绝了，因为他说他们计划在美国建，这有道理，因为离特斯拉的工厂更近。然而，卢哈特和埃隆计划在二月份会面，讨论这个数据中心的机会。

The battle between e-game at all and giga berlin rages on tesla is now accusing e-game at all of trying to sell unrest at giga berlin by seeking to oust the head of the works council in a statement tesla said since the start of giga berlin e-game at all has repeatedly tried to cause unrest in our factory and put obstacles in the way of our success strategy our independence and the resulting good working conditions and secure jobs at our plant are a constant source of annoyance for the union but what really matters here is all of the news is still pointing to tesla pushing forward with the expansion at giga berlin despite all of these headwinds so last week as many of you know i came down with a cold that i believe turned into a sinus infection you know how when you're not feeling well any real nutritious food is just not appealing at all maybe this is just me but in those times all i want is junk food which is where yes ag1 comes in to play even more as a quick and easy way to get 75 vitamins minerals and probiotics with every serving now a few of you love to joke about me getting sick and how ag1 must not be as good as i say it is and i know there will always be haters out there but to clear the air when i train my body which i've been doing pretty seriously this year in the short term it lowers my immunity as i'm literally breaking down my body so it does make me more susceptible to illness plus i live in a cold climate where many people get sick this time of year there's obviously nothing anyone can do or take that prevents illness 100% of the time and i've never even hinted that ag1 can my main message with ag1 if you're someone who has periods of lethargy brain fog bloating cravings etc i just think maybe you should try something like ag1 to see if your body responds to getting more high quality nutrients after a few months so if you'd like to support the channel and your own health right now ag1 is offering a surprise bonus limited edition gift that's in addition to the welcome kit when you first subscribe it may not be around for too much longer so you can head to drinkag1.com slash electrified. to check it out while supplies last

特斯拉与工会e-game at all的斗争在柏林超级工厂持续进行。特斯拉指责e-game at all试图通过罢免工厂工会主席来在工厂制造不安。在一份声明中，特斯拉表示，自柏林超级工厂启动以来，e-game at all 多次试图在工厂内部制造不安，并在我们的成功战略中设置障碍。我们的独立性以及由此带来的良好工作条件和安全的工作岗位一直是该工会的困扰。然而，尽管面临这些阻力，所有的消息都表明特斯拉依然在推进柏林超级工厂的扩建。 上周，我感觉自己得了感冒，后来变成了鼻窦感染。你知道的，当你身体不适时，任何真正有营养的食物都没有吸引力。也许这只是我而已，但在那些时候我只想吃垃圾食品。这时，ag1就派上用场了，它是一种快捷简便的方式，每次服用可以补充75种维生素、矿物质和益生菌。 有些人喜欢开玩笑，说我生病证明ag1不如我说的那么好，我知道总会有人怀疑。但为了澄清，我在今年认真进行身体锻炼时，短期内免疫力有所下降，因为我在不断折磨自己的身体，更容易生病。此外，我生活在一个寒冷的气候中，很多人在这个季节会生病。显然，没有任何人能找到或服用能100%预防疾病的东西，我从未暗示ag1可以。 我想传达的主要信息是，如果你经历过疲惫、脑雾、胃胀、渴望食物等问题，也许可以尝试类似ag1的产品，看看在摄入更高质量的营养素后，你的身体会有什么反应。如果你现在想支持这个频道并照顾自己的健康，ag1提供一个额外的惊喜限量版礼物，这是首次订阅时的欢迎礼包的一部分。这个优惠可能不会持续太久，所以你可以到drinkag1.com/ electrified查看，趁着还有库存的时候抓紧机会。

here's where i'm sensing desperation from the competition honda and nissan will enter negotiations toward a merger joining their resources to better compete against tesla and chinese ev makers honda and nissan are considering operating under a holding company and soon will sign a memorandum of understanding and mou the details of which will be worked out later they'll also look to eventually bring in mitzu bishi motors honda and nissan entered a strategic partnership in august on shared automotive components and software don't forget earlier this year honda said they would cut capacity in china by 500 000 vehicles which is about 10% of honda's global output earlier this year we had sources at nissan saying the brand has just 12 to 14 months to survive and nissan ceo himself admitted the company missed the memo on north america's demand for hybrids plus faced with slumping sales nissan plans to reduce its global production capacity by 20 and cut about 9 000 jobs or just under 10 of its total workforce but let's broaden our scope a bit this is part of why i enjoy following the news because over time you can pick up on trends earlier this year gm and honda signed a non-binding agreement to begin cooperating at several levels everything from raw materials to software was on the table the main goal sharing resources on ev development there's more toyota and bmw decided to join forces to push through the headwinds on fuel cell vehicles and i'm sure many of you remember the new joint venture between rivian and vw you get the picture these companies that have been competitors for decades are now reaching out to each other saying hey do you want to work together to try to find a way to compete with tesla and the chinese ev makers the complexity and complication that these joint ventures bring to these business models and the overhead and the decision making it all just becomes so muddy it is absolutely a sign of desperation it will take time for all of this to play out but the great consolidation has most certainly begun

这段文字描述了汽车行业中一些竞争对手因为感受到来自特斯拉和中国电动汽车制造商的压力而采取的措施。翻译如下： "我感受到了来自竞争对手的绝望：本田和日产将开始就合并进行谈判，以整合资源，更好地与特斯拉和中国的电动车制造商竞争。本田和日产正在考虑在一家控股公司下运营，并即将签署谅解备忘录（MOU），具体细节将在稍后敲定。他们也计划最终将三菱汽车纳入进来。今年8月，本田和日产在共享汽车零部件和软件方面已经建立了战略伙伴关系。不要忘了，今年早些时候本田曾表示，他们将在中国削减50万辆的产能，这大约占本田全球产量的10%。此外，我们从日产的消息人士那里得知，该品牌只有12到14个月的生存期，而日产的CEO自己也承认公司错过了北美对混合动力车需求的信号，并且由于销售下滑，日产计划将全球产能削减20%，裁员约9,000人，占其总劳动力的近10%。 让我们扩大视野，这也是我喜欢跟踪新闻的原因之一，因为随着时间的推移，你可以捕捉到趋势。今年早些时候，通用汽车和本田签署了一项非约束性协议，开始在多个层面合作，从原材料到软件的各个方面都在桌面上，主要目标是在电动车开发上分享资源。而且，丰田和宝马决定联手推进氢燃料电池汽车，大家也许记得Rivian和大众的新合资企业。你明白了，这些竞争了几十年的公司现在伸出橄榄枝，询问彼此是否愿意合作，以试着共同应对特斯拉和中国电动车制造商的挑战。这些合资企业给这些商业模式带来的复杂性、繁琐性以及决策过程中的困难，都显露出一种绝望的迹象。所有这些需要时间来展现，但‘大规模整合’无疑已经开始。"

Waymo has announced it'll start testing its autonomous vehicles in Tokyo in early 2025. Not only would this be Waymo's first international expansion, but it would be its first foray into a left-hand drive market. However, Waymo has not committed to start commercial service in Tokyo yet. Waymo will partner with Japan's largest taxi operator Nihon Kotsu and Taxi Apco to begin its testing. To start, Kotsu drivers will manually operate the Waymo vehicles to map key areas of the capital. Waymo will also test its robo-taxis on a closed course in the U.S. built to mimic driving conditions in Japan. The Japanese taxi service will oversee the management and servicing of Waymo's vehicles in Japan.

Waymo公司宣布将在2025年初开始在东京测试其自动驾驶汽车。这不仅是Waymo首次进行国际扩展，也是其首次进入左侧驾驶市场。然而，Waymo尚未承诺在东京开始商业服务。Waymo将与日本最大的出租车公司日本交通（Nihon Kotsu）和Taxi Apco合作开展测试。起初，交通公司的司机将手动操作Waymo车辆，以绘制首都的重要地区地图。Waymo还将在美国的一个模拟日本驾驶条件的封闭场地上测试其自动驾驶出租车。日本的出租车服务公司将在日本监督Waymo车辆的管理和维护。

Waymo is doing its best to scale. They announced Miami for 2025, talked about Atlanta in Austin in partnership with Uber around the corner, and what's nice about Tokyo is they have designated certain areas as test zones for self-driving cars. An update from the Supercharger team with plenty of holiday travel ahead, Max said we're prepared by scrubbing the network to be close to 100 uptime. They're deploying attendance and Tesla Megapack chargers at our busiest sites. They'll have their 24/7 365 operation center at Gig in New York, and they'll still be opening new superchargers throughout the holidays. And he said if you ever have to wait, note that our models detected and those superchargers become a top priority for everyone at Tesla charging.

Waymo 正在全力以赴地扩大业务。他们已经宣布计划在2025年进入迈阿密，并讨论了在奥斯汀与优步合作探索亚特兰大。而东京的好处在于，他们已经指定了一些区域作为自动驾驶汽车的测试区。随着假期旅行的临近，超级充电团队提供了最新情况。Max 说，我们为接近100%的正常运行时间而清理了网络。他们正在我们最繁忙的地点部署服务人员和特斯拉 Megapack 充电器。他们将在纽约的 Gig 工厂建立一个24/7全年无休的运营中心，并将在假期期间继续开放新的超级充电站。他还说，如果您必须等待，请注意我们的模型会检测到，并使这些超级充电站成为特斯拉充电团队的首要任务。

Max was asked if Tesla superchargers are bidirectional, to which he said they technically are capable. I think we all knew it was coming, but the drumbeat is getting louder. Sweeping changes are incoming. The summary: These changes will be to cut off support for EVs and charging stations and to strengthen measures blocking cars components and battery materials from China. Trump's team also recommends imposing tariffs on all battery materials globally and then negotiating individual exemptions with allies. And yes, the team is still calling to end the EV tax credit. They're suggesting clawing back whatever funds remain to build charging stations and shifting that money to battery minerals processing and the national defense supply chain and critical infrastructure.

Max 被问及特斯拉超级充电站是否支持双向充电，他表示从技术上讲是可以的。我觉得大家已经预感到了，但现在越来越明显。重大的变革即将到来。总结一下：这些变革将会停止对电动车和充电站的支持，并加强限制从中国进口汽车零部件和电池材料的措施。特朗普的团队还建议对全球的电池材料征收关税，然后与盟友逐个谈判豁免。此外，团队仍在呼吁终止电动车税收抵免政策，建议将剩余的资金用于建设充电站，转而投入到电池矿物处理、国家国防供应链和关键基础设施中。

I'm not sure I agree with this. They said while batteries, minerals, and other EV components are critical to defense production, EVs and charging stations are not. Maybe they mean the material that goes into these EV components, but please let me know why. I'm struggling to understand this. For me, though, the worst part of this is they're now planning to roll back emissions and fuel economy standards. They want to shift those regulations back to 2019 levels, which would allow an average of about 25 more emissions per vehicle mile than the current 2025 limits. And the average fuel economy would be about 15 percent lower. They're also recommending blocking California from setting its own stricter vehicle emissions standards.

我不太确定我是否同意这个观点。他们说，虽然电池、矿物和其他电动车部件对国防生产至关重要，但电动车和充电站却不是。也许他们指的是用于这些电动车部件的材料，但请告诉我为什么。我有点难以理解这一点。不过，对我来说，最糟糕的是他们现在计划回退排放和燃油经济性标准。他们想将这些法规恢复到2019年的水平，这会让每英里车的平均排放增加约25%。平均燃油经济性也会降低约15%。他们还建议阻止加州制定更严格的车辆排放标准。

Look, I don't want to sound too biased here, but I can't see rolling back these emission standards as anything other than putting greed and profit and catering to these automakers and their whining. They're putting all of that above everyone's health. Sadly, I'm not at all surprised. If there is a silver lining here, they said one of the proposals is waiving environmental reviews to speed up federally funded EV infrastructure projects, including battery recycling and production charging stations in critical mineral manufacturing. So they want to expedite these federally funded EV infrastructure projects, but they also want to take all of the money off the table for those projects.

看，我不想显得太偏袒，但我认为放松这些排放标准无异于将贪婪、利润和迎合这些车企摆在首位，这些车企总是在抱怨。他们把这些都放在了大家的健康之上。令人遗憾的是，我对此一点也不惊讶。不过，这里有个小小的好消息，他们提到的一个提案是豁免环境审查，以加快联邦资助的电动汽车基础设施项目的推进，包括电池回收和充电站在关键矿产制造中的生产。所以，他们想加速推进这些联邦资助的电动汽车基础设施项目，但同时又想把这些项目的资金全部拿掉。

One more proposal: They want to eliminate the requirements that federal agencies buy EVs. I think all of that is great context for understanding why what Tesla is doing at Corpus Christi is going to be so important in the long run, especially if Tesla faces more tariffs on anything really coming from China or other adversarial nations. Tesla North America shared: "We fed raw material through our kiln of our lithium refinery for the first time. The lithium market always goes through bear and bull cycles, but we know over the long term this is going to be a money printing business. And now with potentially even more tariffs slapped onto any battery materials coming into the U.S. from outside, it makes what Tesla is doing domestically that much more important."

再提一个建议：他们希望取消联邦机构购买电动车的要求。我认为这些背景非常有助于理解为什么特斯拉在科珀斯克里斯蒂的项目在长远来看会如此重要，特别是如果特斯拉面临来自中国或其他对抗国家的更高关税时。特斯拉北美分享道：“我们首次将原材料通过锂精炼厂的窑炉进行处理。锂市场总是经历熊市和牛市周期，但我们知道从长远来看，这将是一项赚钱的业务。现在随着任何电池材料从国外进入美国可能会被加征更多关税，特斯拉在国内的行动变得更加重要。”

I want everyone to be careful with this one. We have Mike Bens who was on Joe Rogan recently saying the Biden administration paid Reuters over 300 million dollars in government contracts. 11 different Biden government agencies targeted Elon's businesses. We know that, we've been talking about that all year. He said all 11 agencies paid millions of dollars to Reuters. Reuters then won the Pulitzer prize for their work on Elon and misconduct at his businesses. First thing I want to highlight, if you go to USA spending dot gov you can actually see these transactions, but most of the payments actually go to Thomson Reuters which yes is technically a different entity than roiters news and media.

我希望大家对此保持谨慎。最近在乔·罗根节目上的迈克·本斯称拜登政府通过政府合同向路透社支付了超过三亿美元。拜登政府的11个不同机构针对了埃隆·马斯克的企业。我们都知道这一点，我们整年都在讨论。他说这11个机构向路透社支付了数百万美元。随后，路透社因关于埃隆和他企业不当行为的报道获得了普利策奖。首先，我想强调的是，如果你访问USAspending.gov，你实际上可以看到这些交易，但大多数付款实际上是给汤森路透的，汤森路透在技术上确实是与路透新闻和媒体不同的实体。

Just know that tomsen roiters actually does a lot more than just news and media they do things like legal tax accounting and oftentimes that work is for the government but it is true that the roiters news and media that we're familiar with is part of tomsen roiters but if you change the filters and highlight only the years when trump was president you'll find very similar transactions here they are for trump's term most of these do also go to tomsen roiters if you scroll far enough eventually you see some for roiters news and media bill league shared this information saying law fair to which elon said 100 elon shared it saying corrupt legacy media paid for by deep state democrats shan mcguyer said if the media actually did its job they'd quickly realize biden has been the most corrupt president of the modern era but instead the media is too busy taking biden's money to investigate elon elon's mother said for sure the media was coordinated as they used the same hateful headlines when i travel in europe people ask me why american media hates elon now i can share the huge bribes they receive to spread malicious lies thanks for finding this corruption.

请注意，汤森路透（Thomson Reuters）实际上不仅仅是做新闻和媒体，他们还从事法律、税务、会计等工作，并且这些工作常常是为政府服务的。不过，大家熟悉的路透社新闻和媒体确实是汤森路透的一部分。如果你调整筛选条件，只关注特朗普担任总统的那些年，就会发现这里有很多类似的交易，其中大部分也是给汤森路透的。如果你翻到足够远，还能看到一些给路透社新闻和媒体的。比尔·利格分享了这些信息，并称之为“法律战”，对此，埃隆表示“完全同意”。埃隆还分享道，这是“腐败的传统媒体由深层国家民主党人资助”。Shan McGuyer表示，如果媒体真正尽职调查，他们会很快意识到拜登是现代最腐败的总统，但媒体却忙于拿拜登的钱，而没有调查。埃隆的母亲则表示，毫无疑问，媒体是有组织的，因为他们在使用同样的仇恨标题。当我在欧洲旅行时，人们问我为什么美国媒体讨厌埃隆，现在我可以分享他们收受巨大贿赂以散播恶意谎言的事实，感谢你们揭露了这个腐败。

Again just a few of the business operations tomsen roiters does that may have nothing to do with the news anti money laundering tools kyc services regulatory compliance software financial crime prevention tools data analytics tools workflow automation solutions cloud based platforms and you guys know all year i've been saying that this lawfare needs to end it's absolutely a real thing i'm just not sure with this specific data we can actually connect these dots but i'm also not naive so i know that we don't have to have tangible evidence to know what's really going on behind the scenes or underneath the headlines there could absolutely be spoken or unspoken agreements for many of these government contracts where the understanding is okay you have to go make elon's life difficult i just think we're at a time in culture where way too many people are reading one post without really verifying anything and then sharing it as if it's gospel so don't misunderstand me i'm not at all trying to make an argument one way or another for what i think is going on here the truth is i have no idea all i wanted to do here was at a bit more context to this conversation so you all can come to a more informed decision.

汤森路透的一些业务运营与新闻无关，例如反洗钱工具、KYC服务、监管合规软件、金融犯罪预防工具、数据分析工具、工作流程自动化解决方案和云平台。你们知道，我整个年度一直在说这种法律斗争必须结束，这绝对是真实的事情。只不过，我不确定我们能否用这些特定的数据确切地连接这些点，但我也不天真，所以我知道我们不需要具体的证据就能了解幕后或头条新闻下的真实情况。对于许多政府合同，可能确实存在明示或暗示的协议，比如要求让埃隆生活变得困难。我认为我们现在处于一种文化时代，太多人在未经验证的情况下阅读并分享一篇帖子，就像是福音一样。所以不要误解我的意思，我并不是想要为我认为正在发生的事情争辩。我实际上并不知道实情。我的目的是为这次谈话增加一些背景信息，让你们可以做出更明智的决定。

Boston dynamics laid off 45 employees last week the cuts affect nearly every function throughout the business the company said we're burning through cash at a rate that exceeds our commercial progress to date and we need to streamline our operations and production processes to support sustainable growth just know right now there are many tesla analysts updating their tesla stock price targets i'm not going to cover all of these because what i really look for is their rationale and they're not telling us anything we don't already know and what's worse is many of these analysts have buy ratings on tesla stock with their price target lower than where tesla is now i know one thing for sure and it's that math is not mathin tesla stock closed the day at 479 dollars in 86 cents up 3.64 percent while the nasdaq was down 0.32 percent the volume was 29 percent higher than the average the past 30 days tesla stock is now up over 242 percent since april this year elan shared a post talking about he was destroying tesla's brand a couple months back saying my how the tables have turned in case you missed it whole mar said almost nobody has fully grasped yet what's happening at tesla game set match to which elan said the path to overwhelming victory is clear but a massive amount of work remains on x mari said waiting for tesla at $690.42 next to which elan said at some point in the future i think that will happen thank you all for your patience prayers and understanding when it comes to my schedule over the past few weeks don't forget check out ag1 linked below take advantage of that holiday special could be a great way to kick off your 2025 hope you 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 you.

上周，波士顿动力公司裁员45人，这次裁员几乎影响到了公司各个职能部门。公司表示，我们的现金消耗速度超过了目前的商业进展，因此需要精简运营和生产流程，以支持可持续发展。 与此同时，现在有许多特斯拉的分析师在更新他们对特斯拉股票的目标价。我不会一一讨论这些，因为我真正关注的是他们的分析理由，而他们并没有告诉我们任何新的信息。更糟糕的是，许多分析师对特斯拉股票给出了“买入”评级，但其目标价格却低于特斯拉目前的股价。我确信的一点是，他们的数学可能不太靠谱。 特斯拉股票当天收盘价为479.86美元，上涨了3.64%，而纳斯达克指数下跌了0.32%。成交量比过去30天的平均水平高出29%。自今年四月以来，特斯拉股票已上涨超过242%。 埃隆曾在几个月前发帖称自己正在损害特斯拉的品牌，现在他表示“事情发生了戏剧性的变化”。Whole Mars表示，几乎没有人完全理解特斯拉正在发生的事情，埃隆对此回应说，通往压倒性胜利的道路是清晰的，但仍有大量工作需要完成。 在X平台上，Mari表示等待特斯拉达到690.42美元，埃隆回应称，未来某个时候这将会发生。非常感谢大家对我在过去几周时间安排上的耐心、祈祷和理解。 别忘了查看下面链接的AG1，利用节日优惠，这可能是开启您2025年的一个好方式。希望你有个美好的一天。如果你喜欢这个视频，请点赞。你可以在下面找到我的X平台链接，感谢我所有的Patreon支持者。