Elon Agrees: It's Time / Rivian's Huge Day...But / Industry Auto Sales ⚡️

Welcome to Electrified, it's your host Dylan Loomis. This picture was shared online of what I believe to be a new notification in the Tesla UI. It said a high chance of fogging, climate set to auto to ensure visibility. I've never seen that before so seems like a cool new predictive feature, but the question here is do you have your climate and your Tesla on auto most of the time or do you like to micromanage and have it on manual? I wanted to share another quick spy shot of the Model Y. This one did not have that camouflage on the rear tail light where they have the opening for the camera. So for now, it still looks like the new Model Y will have that light bar that goes all the way across the back of the vehicle. And I know it's been a long time since we shared this leak that was over the summer, but here's the best look we've had so far and again the camera is expected to be a little bit higher this time rather than right above the license plate. For what it's worth, the word still is that gigashang high is increasing production capacity of the new Model Y up to 2,400 units per day from the trial level of 200 units per day.

欢迎来到Electrified节目，我是主持人Dylan Loomis。有人在网上分享了这张图片，我认为这显示了特斯拉用户界面的新通知。它提示说有很高的起雾几率，气候控制设置为自动以确保能见度。我以前从未见过这样的功能，看起来是一个很酷的新预测特性。但问题是，你的特斯拉空调设置大部分时间是在自动模式，还是你更喜欢手动控制？ 我还想分享一张有关Model Y的快速谍照。这辆车的后尾灯没有贴上伪装，并且在相机开口的地方清晰可见。所以目前来看，新款Model Y似乎仍然会在车的后部加上一整条贯穿的灯带。我知道自从夏天有这个泄漏信息以来已经过了很长时间，但这是我们目前所得到的最好的图片。同时，这次相机预计会设置得比以前高一些，而不是直接在车牌上方。 据可靠消息，上海的超级工厂正在提高新款Model Y的产能，将从试生产的每天200辆提升到每天2400辆。

As of late, I've been on the lookout for problem areas for FSD version 13 looking for clips and reports that share similar problems. So it's not just a one off one of those seems to be taking left turns and then ending up in the wrong lane. Here we go. So it turns green and it's making the turn. But it turns into the train length. Right? Is it called train length? Yeah, it's just crazy. I got nowhere to go. And you can tell from behind. I'm trying to zoom like the trains right here. The trains right here. I got nowhere to go and it's right light. And at this moment I just disengaged the autopilot. Don't know where to go. I think I have to run the right light to get all of it. So I'm just waiting for all these pedestrians, waiting for all these pedestrians to get out and I did that. I understand that with how good version 13 is a lot of people just want to let it go to see what it does or for the content, whatever reason. But it's still supervised for a reason and the longer we let it do things like this without intervening right away. So the vehicle knows that was actually the wrong maneuver.

最近，我一直在寻找FSD版本13的问题区域，特别是寻找那些出现类似问题的剪辑和报告。这不只是个别现象，其中一个问题是左转时进入了错误的车道。来看看吧，绿灯亮起，汽车正在左转，但却转进了火车轨道上，对吧？这真的很疯狂，我没有地方可去。你可以看到后面，我在尝试放大，火车就在这里。我没有地方可去，而此时正好是红灯。所以我就在这一刻解除了自动驾驶，不知道该怎么办。我觉得我得闯红灯才能摆脱这种情况。所以我就在等，等所有的行人过完后我才动。我明白虽然版本13已经很强大，很多人可能想看看它在没有人工干预的情况下会如何应对，或者是为了其他原因。但它仍然需要监控。如果我们继续允许车辆犯这种错误而不马上干预，它就不会知道这样做是错误的。

I think the longer it's going to take to solve this problem. But ideally the supervisor in these scenarios would be taking over sooner so the car better knows exactly what it did wrong. If you let it go for seconds or minutes, I'm guessing there's a chance that won't be as efficient or effective when it comes to actually training the system for the future. In addition to those clips, I've seen many comments confirming a similar issue. Now yes, if cars or trains were in those oncoming lanes, I'm guessing that FSD would have behaved differently. But even if there aren't when you have a robot taxi future, you don't want new customers trying out a cyber cab for the first time to watch the vehicle drive into the wrong lane when they can't do anything.

我认为解决这个问题需要更长的时间。然而，在这种情况下，理想情况下主管应该更早介入，以便汽车能更准确地知道自己哪里做错了。如果让它自行运行几秒钟或几分钟，我猜想在实际上训练系统方面可能不会那么高效或有效。除了这些片段，我还看到许多评论证实了类似的问题。没错，如果有汽车或火车在对面车道上，我猜想FSD会表现得不同。但是，即使没有车流，当你期待一个机器人出租车的未来时，你也不希望新的客户第一次尝试这样的自动驾驶出租车时，眼睁睁看着车辆驶入错误的车道，而他们却无能为力。

I found it interesting there were multiple big accounts on X trying to come up with theories about the cyber truck attack or the situation because who really knows what's actually happening. But these accounts thought you could effectively have a corpse in the driver seat and FSD would just drive that body around wherever. So Elon stepped in and said autopilot will not function unless it detects an attentive person in the driver seat. And many of you can attest if you take your eyes off the road for too long to change the media or whatever, you'll begin getting warnings. Again, I think most of the details about this cyber truck event are beyond the scope of this channel.

我发现有趣的是，在X平台上有多个知名账号试图解释关于网络卡车袭击或这一事件的各种理论，因为谁也不知道实际情况到底如何。然而，这些账号认为，只要让一个尸体坐在驾驶座上，FSD（全自动驾驶）模式就会自动驾驶。而埃隆对此进行了回应，他表示在没有检测到驾驶座上有专注的人的情况下，自动驾驶是不会启动的。而且，很多人都可以证明，如果你把视线长时间离开道路去换媒体或者其他事情，你会开始收到警告。总之，我认为关于这次网络卡车事件的细节超出了本频道的讨论范围。

We'll still continue to cover the ones that are relevant to Tesla. But I have to say for the ones we won't cover here, the story seems to be getting weirder by the hour and I'll be honest, not much of it is making any sense. As I've said, the story is still developing, but for now police have said that Tesla confirmed the vehicle was not in FSD during any part of this incident. According to data pulled from the truck. Alright guys, so I have a quick confession to make. The other day I was dropping off the new Model 3 to get the windows tinted and my wife was following me to drive me back home. It was snowing like crazy, super windy and I was trying to test my key cards for the Tesla to see which one it was because I have two, one for the Model Y and one for the new 3. To make a surprisingly long story short, I could not figure out which of the key cards was for the Model 3.

我们仍会继续讨论与特斯拉相关的事件。不过，我得说，对于我们不会在这里报道的那些事件，情况似乎变得越来越奇怪。老实说，其中很多事情都让人感到困惑。正如我之前所说，事件仍在发展中，但目前警方表示，特斯拉确认这辆车在事件中任何时候都没有启用全自动驾驶模式，这是根据从卡车提取的数据得出的。好了，大家，我得做个快速坦白。前几天，我到店里给我的新Model 3汽车贴膜，我妻子开车跟在我后面准备接我回家。那天下着大雪，风特别大。我试图测试特斯拉的钥匙卡，因为我有两张，一张给Model Y，一张给新的Model 3。长话短说，我没搞清楚哪张是Model 3的钥匙卡。

So I ended up just giving the shot both. Well, TIL, today I learned that you can pair the same key card with multiple Teslas, so you only need to carry one backup key card if you have multiple vehicles in your household. And as David shared, even if one of those key cards is the metal one for the Cybertruck, you can pair that with non Cybertruck vehicles as well. And Kristen asked if it could be purchased and used for just other Teslas and not the Cybertruck and she said the answer is yes. However, unless you have somebody in your network that's willing to give one of theirs up, I'm not sure how you'd get your hands on one because for me on the Tesla shop it says this accessory is not compatible with any of your vehicles. Meaning you can't buy it from the shop unless you have a Cybertruck.

所以我最后决定同时给两辆车配对钥匙卡。今天我学到了一个新知识：你可以用同一张钥匙卡与多辆特斯拉汽车配对，这样如果你家里有多辆车，你只需要携带一张备用钥匙卡。如果其中一张钥匙卡是Cybertruck（电动卡车）的金属版钥匙卡，你也可以把它与非Cybertruck的车辆配对用。而且，Kristen问能否只为其他特斯拉车型购买和使用这种钥匙卡，而不用于Cybertruck，她的回答是可以。不过，除非你认识的人愿意把他们的钥匙卡给你，否则我不确定你怎么能得到一张。因为在我的特斯拉商店账户里，这个配件显示与我的任何车辆都不兼容。也就是说，除非你有Cybertruck，否则你不能从商店购买。

There was a post on X that said breaking Tesla now accepts Dogecoin for charging station payments and it got plenty of traction. Naturally, no source was shared. I tried to find one, could not find anything, so as far as I can tell, this is not accurate. And sure, maybe this account is looking at source code and is seeing something coming around the corner, but it's not here yet. I did try in the app to add a new form of payment for charging, but Dogecoin is still not an option. We got the wholesale figure for Tesla China for December. It came in at 93766. That was the highest wholesale number all year, but it was actually lower than December of 2023, which was 94,139.

在社交平台X上，有一则帖子称特斯拉现在接受用狗狗币支付充电站费用，这则消息获得了很多关注。然而，并没有提供来源。我试着找了一下，但没找到任何相关信息，所以据我所知，这个消息并不准确。当然，也许这个账号在查看源代码时看到了一些即将到来的变化，但目前还没有实现。我在应用中尝试添加新的充电支付方式，但狗狗币仍然不是一个选项。我们还得到了特斯拉中国十二月份的批发数据，为93,766辆。这是一年来的最高批发数字，但实际上比2023年十二月份的94,139辆还要少。

You can disregard these figures in orange because we don't have the final data point for December production, exports and domestic. But with all of the wholesale data year over year, Gigas Shanghai came in down 3.4%, or about 31,000 units compared to 2023. Despite the high number for December, Quarter 4 still came in about 8,200 units lower than Quarter 3. Joe Tettmeyer shared some video footage of the boring company Cybertunnel at Gigatexis testing out the new daytime running lights for the Cybertruck design. This will definitely look pretty cool at night. Then we had Gregor Truck sharing this photo. I'm not sure exactly where he got this from. Maybe he took a screenshot of one of Joe's videos and played with it a little bit, but either way, I thought it was a pretty cool picture I wanted to pass along.

您可以忽略这些橙色数字，因为我们还没有12月份的最终生产、出口和国内数据。但就所有的批发数据年度比较来看，上海超级工厂下降了3.4%，约为31,000辆，与2023年相比。尽管12月份的数据很高，第4季度仍比第3季度低约8,200辆。Joe Tettmeyer 分享了一些关于无聊公司 Cybertunnel 在德州超级工厂测试 Cybertruck 新设计的日间行车灯的视频片段。这在夜间看起来肯定会非常酷。然后我们看到 Gregor Truck 分享了这张照片。我不太确定他是从哪里得到这张照片的。也许他从 Joe 的视频中截了一张图，然后稍作调整，但无论如何，我认为这是一张很酷的照片，我想分享一下。

Ford released its United States sales data for Quarter 4 and the full year. Ford's total US sales, all powertrain types were 2.078 million for 2024, up 4.2% year over year. The good news is most of that growth came from its electrified lineup. Its ice vehicle sales were effectively flat year over year, up 0.2%. Ford's fully electric vehicles grew 34.8% year over year, coming in just south of 98,000 units. And Ford's hybrid lineup grew 40.1%, coming in over 187,000. And looking at individual vehicles, I'm just going to stick to the full year data. The Mach E grew 26.9% and sold over 51,700 vehicles for the year, which, yes, makes it the second best selling fully electric SUV in the United States for the year behind the Model Y, but is still only doing about 4,300 units per month.

福特发布了其第四季度和全年的美国销售数据。福特在2024年的美国总销量（包括所有动力系统类型）为207.8万辆，同比增长4.2%。好消息是，这种增长主要来自其电气化车型。其内燃机汽车的年同比增长率几乎持平，仅增长了0.2%。而福特的纯电动汽车同比增长了34.8%，接近98,000辆。福特的混合动力车型增长了40.1%，超过187,000辆。就单个车型来看，全年数据方面，Mach E增长了26.9%，全年销量超过51,700辆。是的，这使得它成为美国第二畅销的纯电动SUV，仅次于Model Y，但每月销量也只有约4,300辆。

The F-150 Lightning sales grew 38.7% and came in over 33,500 units. And their E-Trans at Van grew 64.4% coming in at 12,600 units. And yes, Ford did have its best quarter ever in quarter 4 for full EV sales, but they're still only doing about 10,000 full EV sales per month. Then looking at GM's US sales for the year, GM expanded overall sales by 4% to 2.7 million, their highest total since 2019. Then looking at GM's fully electric models, the Lyric grew 210% year over year, doing 28,400 units for 2024. The Blazer EV is quickly catching up as it's already done 23,100 sales. The Equinox EV is already higher than both doing 28,800. The Silverado EV did 7,400 for the year. The Hummer EV did 13,900 and the Sierra EV came in just over 1,700 for the year.

F-150 Lightning 的销量增长了38.7%，超过了33,500辆。而他们的E-Trans厢式货车增长了64.4%，达到了12,600辆。是的，福特在第四季度的全电动车销售方面创下了最佳季度记录，但他们每月的全电动车销量仍然只有约10,000辆。 再来看通用汽车（GM）的美国年度销量，GM的总销量增长了4%，达到了270万辆，是自2019年以来的最高总销量。看一下GM的全电动型号，Lyric的销量同比增长了210%，达到了28,400辆。Blazer EV 紧随其后，销量已达23,100辆。Equinox EV的销量已经超过了它们，达到了28,800 辆。Silverado EV一年的销量为7,400辆。Hummer EV售出了13,900辆，而Sierra EV在这一年的销量刚刚超过1,700辆。

And as Sawyer shared for US EV sales for the year, Tesla came in 618,000, GM 114,000 and then Ford 98,000. And then a few other notes on auto sales, so BYD's numbers came in for 2024, their fully electric sales were 1.76 million. And as we said yesterday, Tesla's number for 2024 was 1.789 million, so yes Tesla still has the fully electric sales crown globally. But as I like to say, I think it's a silly comparison because Tesla has far fewer models at higher price points and Tesla is selling globally. BYD on the other hand still has 90% plus of its sales coming in the Chinese market.

在美国电动车销售方面，Sawyer 分享的数据是：特斯拉今年售出 61.8 万辆，通用汽车售出 11.4 万辆，而福特售出 9.8 万辆。关于汽车销售，还有一些其他信息，2024 年比亚迪的纯电动车销售达到 176 万辆。正如我们昨天提到的，特斯拉 2024 年的销售数字是 178.9 万辆，所以特斯拉依然在全球纯电动车销量上保持领先。但正如我常说的，我认为这种比较有些不合理，因为特斯拉的车型较少，价格较高，并且在全球销售。而比亚迪则有 90% 以上的销售额来自中国市场。

Rivian released its Q4 data, production came in 12,727, beating expectations and deliveries came in at 14,183, also beating expectations. But for 2024, production was down compared to 2023, mainly because of the retooling throughout quarter two at the normal facility in Illinois. And deliveries were up for 2024, but by less than 2000 units compared to 2023. We haven't looked at this table in a while, so here are Rivian's quarterly deliveries in blue, and then we have the production as the black line. Then this light blue straight line is just the trend line for deliveries. People always ask if Rivian will survive, and I really say it's too early to tell. I look at Rivian's sales now, kind of like Tesla's Model S and X. The real question is how it handles the R2, rolled out just like Tesla did with the Model 3. We should remember how hard it was for Tesla to become a mass market manufacturer, and Rivian will face similar challenges.

Rivian发布了其第四季度的数据，生产量为12,727辆，超过预期，交付量达到14,183辆，也超过预期。然而，2024年的产量相比2023年有所下降，主要原因是在第二季度对伊利诺伊州的常规设施进行了重新调整。同年交付量有所上升，但比2023年仅增加不到2000辆。我们有一段时间没看这个表格了，这里是Rivian的季度交付量（蓝色），黑色线条代表生产量。浅蓝色直线只是交付量的趋势线。人们总是问Rivian是否能够生存下去，而我认为现在判断还为时过早。我现在看Rivian的销量，有点像特斯拉的Model S和X。真正的问题是它如何处理像特斯拉推出Model 3那样推出的R2。我们应该记得特斯拉成为大众市场制造商有多困难，Rivian也将面临类似的挑战。

However, with the backing of VW and Amazon, and the fact that they're doing things the right way, trying to do their own software, building their own motors, stealing, I mean learning as much as they can from Tesla, focusing on software, and they have products that customers really love, now they just need to continually bring down the price points. And hopefully in 2025 we get a cleaner chart without this production drop from the factory retooling, as Rivian is not expected to launch the R2 lineup until the first half of 2026. Rivian will announce it's Q4 financials after market close on February 20th, and remember all year they've been saying that this is the quarter they generate a gross profit.

然而，得益于大众汽车和亚马逊的支持，加上他们正在以正确的方式开展业务，比如尝试开发自己的软件，制造自己的电机，并尽可能多地从特斯拉学习，专注于软件开发，他们的产品深受客户喜爱。现在，他们只需要不断降低价格。希望在2025年，我们能看到一份更清晰的图表，而不是因为工厂重新调整设备而导致的生产下滑，因为Rivian预计要到2026年上半年才会推出R2系列产品。Rivian将于2月20日股市收盘后公布第四季度财报，全年他们一直在说这是他们实现毛利润的季度。

And just a few notes, Toyota said it's US sales of electrified models, almost all of them hybrids, topped 1 million for the first time, up 53%. Also in the US, Jeep and Ram continued to lose ground, with volume down 9% at Jeep and 4% at Ram. Sales have now dropped 6 consecutive years at Jeep and 3 straight years at Ram. But from an electric standpoint for Stellantis, they have two big releases set for 2025, the Dodge Charger Daytona, and the Jeep Wagonier S. Perspective, Hyundai, and Kia EV buyers have a reason to celebrate even if it short lived, but officially on the website, the Ionic 5, the Ionic 9, and Kia's EV 6 and EV 9 are all eligible for the full tax credit.

丰田公司表示，他们在美国的电动化车型销量首次突破100万辆，同比增长53%，几乎全部是混合动力车型。与此同时，在美国市场，Jeep和Ram的销量继续下滑，Jeep下降了9%，Ram下降了4%。Jeep的销量已经连续6年下滑，而Ram则连续3年下降。不过，对于Stellantis（包含Jeep和Ram），他们计划在2025年推出两款重要的电动车型：Dodge Charger Daytona和Jeep Wagonier S。从电动车的角度来看，现代和起亚的客户也有理由庆祝，即便可能是短暂的，因为根据官网信息，Ionic 5、Ionic 9，以及起亚的EV 6和EV 9目前都符合全额税收抵免的条件。

Responding to Alexandra's survey that we talked about in yesterday's episode, Elon did respond to this saying, okay. What is Elon saying, okay too? Well, you could say it's anybody's guess, but just reading what we have, again, Alexandra said, shareholders are asking Tesla's board of directors to consider legal action against news outlets that report inaccurately on Tesla. So if I had to say, I think this is Elon agreeing to tell the board to consider potentially going after these news outlets. And listen, as we all know, Elon is the board. Tesla's board of directors has zero independence. Seriously though, from Elon's public interactions, it seems like he's also at the point where he's ready to maybe go after some of these media outlets, so we'll see how it goes.

回应在昨天那集节目中提到的Alexandra的调查，Elon对此做出了回应，说“好”。那么，Elon在对什么说“好”呢？虽然大家可能各有猜测，但根据已有信息，Alexandra提到，特斯拉的股东们要求公司董事会对不实报道特斯拉的新闻机构考虑采取法律行动。所以，如果让我说，我认为这意味着Elon可能同意敦促董事会考虑追究这些新闻机构的责任。众所周知，Elon就是董事会。特斯拉的董事会完全没有独立性。说真的，从Elon的公开互动来看，他似乎也准备好可能对一些媒体采取行动，所以让我们看看接下来会怎样。

And responding to the news about ARK Invest and some other shareholders, appealing Judge McCormick's decision, Elon said, awesome. The original lawsuit was brought by a law firm using a puppet shareholder. The appeal is by real Tesla shareholders. And a quick heads up, it looks like with the new year, everyone's referral links have been reset, so if you maxed it out, yours should be live again. So in the event you're looking for one, I'll have mine in the description below once again, and as always, thank you for considering using my link. If early trading is any indication, buckle up for Tesla stock in 2025. It closed the day at $410.44 up 8.22%. The NASDAQ was up 1.77%. And with Rivian's beat of expectations, it was up 24.45%. Tesla's volume for the day was 11% higher than the average. 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.

对于ARK Invest和其他一些股东关于上诉麦考密克法官决定的新闻，埃隆说，太棒了。最初的诉讼是由一家律师事务所利用一个傀儡股东提起的，而这次上诉则是由真正的特斯拉股东提出的。另外提醒一下，看起来在新的一年里，每个人的推荐链接都重置了，所以如果你之前用满了，现在应该可以再次使用了。如果你正在寻找一个推荐链接，我会再次把我的放在下面的描述中，感谢大家考虑使用我的链接。如果早期交易有什么预示的话，准备好迎接2025年的特斯拉股票吧。股价收盘时为410.44美元，上涨8.22%。纳斯达克指数上涨了1.77%。由于Rivian超出预期，它的股价上涨了24.45%。当天特斯拉的交易量比平均高11%。希望大家度过一个美好而安全的周末。如果你喜欢这个视频，请点赞。你可以在下面找到我的X账号链接。非常感谢我的所有Patreon支持者。