Former Tesla Exec: The Truth Is... / Tesla Expands to New Market / Tesla's Production Shutdown ⚡️

Welcome to Electrified, it's your host, Dylan Ummis. Quick shout out to Eric S. Thank you for using my Tesla referral link and congratulations on your new Tesla. As it turns out, Tesla is going to get some money from the CFI, the Charging and Fuelling Infrastructure program, but this time it's for a totally separate application in Illinois. Tesla, along with three other companies, will split $100 million to build EV charging stations The Illinois EPA chose Tesla, Prologious, Gauge Zero, and Truck Stop Giant, Pilot, and combined them all into one application. They said there was no pot of money for heavy or medium duty electrification. The initial request amount across all four companies was $126 million of that Tesla requested $40 million, but since these companies got less than what they applied for, it's still being sorted out which company will get what. The money will help the state add 345 charging ports and vehicle stalls across 14 sites, and the chargers will range from 150 kilowatts up to 1 megawatt.

欢迎来到Electrified，我是你的主持人Dylan Ummis。先感谢Eric S.，感谢你使用我的特斯拉推荐链接，祝贺你购买了新车。最近，特斯拉将从CFI充电和加油基础设施项目中获得一些资金，但这次是专门在伊利诺伊州的一个单独申请。特斯拉和另外三家公司将分得1亿美元，用于建造电动汽车充电站。伊利诺伊州环保局选择了特斯拉、Prologis、Gauge Zero和卡车休息站的巨头Pilot，并将它们合并为一个申请。他们表示，暂时没有专门用于重型或中型电气化的资金支持。四家公司初始申请的总金额为1.26亿美元，其中特斯拉申请了4000万美元，但由于各家公司获得的资金少于申请的金额，目前还在协调每家公司具体获得多少钱。这笔资金将帮助该州增加345个充电端口和车辆停车位，分布在14个地点，所安装的充电器功率从150千瓦到1兆瓦不等。

Tesla's planning to suspend part of the lines making the new Model Y in Shanghai for about three weeks over the Chinese New Year so it can better optimize equipment. The people said it'll allow Tesla to prep the lines more effectively to ramp up production of the new model. The portion of the impacted Model Y lines will be shut down from January 22 through February 14. Additionally, the Model 3 lines will be closed from January 26 to February 3. Don't let anybody fool you with this one, and most automakers will have their production lines shut down for the Chinese New Year holiday which officially is from January 28 to February 4. But from what I've read, celebrations for this event can last over two weeks.

特斯拉计划在中国新年期间，暂停上海工厂一部分新Model Y生产线的运作，时间大约为三周，以便更好优化设备。据消息人士称，这将使特斯拉能够更有效地准备这些生产线，以便加速新车型的生产。受影响的Model Y生产线将从1月22日关闭至2月14日。此外，Model 3的生产线将从1月26日关闭至2月3日。不要被误导，大多数汽车制造商在中国新年假期都会关闭他们的生产线，这个假期在官方上是从1月28日到2月4日。不过，据我所知，这个节日的庆祝活动可能会持续超过两周。

Which means those celebrations can go from January 28 to February 12. So this is totally normal and a perfect time for Tesla to switch over all Model Y lines to the new version. And the Model 3 lines are basically just closed for the holiday. Of course, the glamour shots of the new Model Y look great, but I wanted to pass along some actual real world photos of the new Model Y to give an early idea of what it looks like in different lighting as we await the North American release. Sean Duffy Trump's pick for Secretary of Transportation had his confirmation hearing today and he touched briefly on Tesla. For now, Sean said he would allow an ongoing government probe into Tesla's A-DAS features.

这意味着庆祝活动可以从1月28日持续到2月12日。因此，这段时间非常适合特斯拉将所有Model Y生产线转为新版本生产。与此同时，Model 3的生产线基本上因为节日而暂时关闭。当然，新款Model Y的官方照片看起来很棒，但我也想提供一些实际环境中的新Model Y照片，让大家提前了解在不同光线下它的外观，同时期待它在北美的发布。特朗普提名的交通部长人选肖恩·达菲今天进行了确认听证会，他简要提到了特斯拉。目前，肖恩表示会允许政府对特斯拉的高级驾驶辅助系统（A-DAS）功能的调查继续进行。

Specifically, the investigation looking into about 2.4 million Tesla vehicles of FSD reportedly being in 4 collisions. Referring to that case, Sean said I'll let NHTSA do their investigation. As far as I can tell, Sean did not comment on the separate preliminary evaluation into actually SmartSummon. I wanted to point out, I don't like how they said this. They said Tesla in December 2023 recalled more than 2 million US vehicles to install new safeguards in its autopilot system. If you just see that with no context, I think most people would think it was a physical recall. However, going to the source document, this was fixed with an OTA update.

具体来说，这项调查涉及约240万辆特斯拉FSD车辆，报告称其中发生了4起碰撞事故。就这一案件而言，肖恩表示，他会让美国国家公路交通安全管理局（NHTSA）进行调查。据我所知，肖恩没有对另一起关于SmartSummon功能的初步评估发表评论。我想指出的是，我不喜欢他们的说法。他们表示特斯拉在2023年12月召回了超过200万辆美国车辆，以便在其自动驾驶系统中安装新的安全措施。如果仅仅看到这一点而没有上下文，我想大多数人会误以为这是一次物理召回。然而，根据原始文件来看，这是通过OTA（空中下载）更新解决的。

Sean did say he would review the FAA's proposed $633,000 fine on SpaceX for violating launch license requirements. I have a feeling this is all about to get quite interesting in the months ahead as now we have safety advocates arguing that Tesla's going to face less accountability under Trump. There's one Tesla accident that happened last year that gets brought up all the time, but the context wasn't shared. The document showed two minutes before the crash Mr. Hunter, the driver of the Model S, put his car into FSD. But the car did not detect Hunter's hands on the steering wheel for more than one minute before the crash. And here's more context that gets left out of this narrative. Moments before impact, the report says Hunter pressed his foot down on the accelerator, overriding the car's automatic braking system, and kept it there for 10 seconds after the collision with the motorcyclist.

肖恩确实说过他会审查美国联邦航空管理局（FAA）对SpaceX开出的63.3万美元罚款，因为SpaceX违反了发射许可证的要求。我感觉，接下来的几个月里事情会变得相当有趣，因为现在有安全倡导者在争论特斯拉将会在特朗普政府下面临较少的问责。去年有一起常被提起的特斯拉事故，但其中的背景并未被分享。文档显示，在事故发生前两分钟，Model S的司机亨特先生开启了全自动驾驶（FSD）模式。但在事故发生前的一分钟多时间里，汽车未检测到亨特的手放在方向盘上。这段叙述中还遗漏了更多背景：报告称，在撞击的瞬间，亨特踩下了加速踏板，覆盖了车子的自动制动系统，且在与摩托车司机相撞后保持了10秒钟。

Not only that, but moments before the low speed crash, Hunter said that he was distracted by his phone. So, in that scenario with all of the facts, is Tesla really at fault? To me, it's a glaring no. Here's the change that might happen under Trump. As it stands right now, there's a requirement called the Standing General Order on crash reporting, which means that any accident that happens with driver assistance features has to be reported to NHTSA. For context, Tesla has been opposed to this requirement for years. Rohan Patel, who used to work at Tesla, said the public is being confused by erroneous data that lacks context and lacks analysis. In short, Tesla has far more vehicles on the road with these A-DAS features.

不仅如此，就在低速碰撞发生前不久，Hunter 说他被手机分心了。所以，在这种情况下，特斯拉真的应该负责吗？在我看来，显然不是。目前，在特朗普的主政下，这方面可能会有变化。现阶段，有一项被称为“事故报告一般命令”的要求，这意味着任何使用驾驶辅助功能的事故都必须报告给美国国家公路交通安全管理局（NHTSA）。需要说明的是，特斯拉多年来一直反对这一要求。曾在特斯拉工作过的Rohan Patel指出，公众被缺乏背景和分析的错误数据所误导。简单来说，特斯拉路上配备这些高级驾驶辅助系统（A-DAS）功能的车辆要多得多。

As a result, Tesla has reported more crashes than any other automaker, totaling 1,600, meaning more than 4 out of every 5 crashes that involved A-DAS features was a Tesla. But Rohan Patel said the truth is the rate of those incidents is quite low. And for now, the word is that the Trump transition team recommends getting rid of that crash reporting requirement. On the topic at the shareholder meeting, Elon said inevitably, when there are a lot of cars and you've got billions of miles, you do have the law of large numbers where, okay, there's a small chance of something bad happening. But as we know, human drivers are far from perfect, 40,000 people are killed every year on US roads.

因此，特斯拉报告的事故数量超过了任何其他汽车制造商，总计1,600起，这意味着每5起涉及高级驾驶辅助系统（A-DAS）的事故中有4起以上是特斯拉的。但是，Rohan Patel表示，实际上这些事故发生的比率相当低。目前有消息称，特朗普过渡团队建议取消该事故报告要求。在股东大会上，埃隆·马斯克谈到了这个话题，他表示，当汽车数量庞大且行驶里程达到数十亿时，必然会出现大数法则，也就是说有小概率发生不良事件。但我们知道，人类司机也有很多不足，每年在美国道路上有4万人因此丧生。

Elon continued, what matters is like, are we making that number smaller? And as long as we're making that number smaller, we're doing the right thing. With cybercabs hopefully hitting the streets later this year, I think this is going to be one to watch in the months ahead. Long term, this will all work out, but short term, I think the public perception of roblot axes and cybercabs in general will be shaped based on how some of these things actually play out. I'm calling it now, there will be plenty of headlines bashing Tesla if this accident reporting requirement is removed under Trump.

埃隆继续说道，重要的是，我们是否在让这个数字变小？只要我们在让这个数字变小，我们就是在做正确的事情。随着网络出租车希望在今年晚些时候上路，我认为未来几个月这将是一个值得关注的项目。从长远来看，这一切都会有好的结果，但在短期内，我认为公众对机器人出租车和网络出租车的看法将取决于这些事情中的一些实际表现。我现在就说，如果特朗普取消这个事故报告要求，特斯拉将会面临很多负面报道的头条。

Some people were confused about the SEC lawsuit against Elon, so I just wanted to try to clarify. The SEC said Elon violated federal securities law by waiting 11 days too long to disclose his initial purchase of 5% of Twitter. There is an SEC rule that requires investors to disclose within 10 calendar days if they take ownership of more than 5% of a company. The argument is that during those 11 days when it should have been disclosed, Elon actually bought an additional $500 million of Twitter at artificially low prices. And artificially low, because once it did finally become public what Elon was doing, the share price of Twitter jumped up 27%.

有些人对美国证券交易委员会（SEC）起诉埃隆·马斯克的事件感到困惑，所以我想尝试澄清一下。SEC表示，埃隆违反了联邦证券法，因为他延迟了11天才披露其首次购买5%推特股份的情况。按照SEC的规定，如果投资者持有公司超过5%的股份，必须在10个日历天内披露。问题在于，在那11天的延迟期间，埃隆实际上又以人为压低的价格购买了价值5亿美元的推特股票。之所以说是人为压低的价格，是因为最终埃隆的行动被公开后，推特的股价上涨了27%。

So yes, I think most financial analysts would agree that Elon overpaid overall for Twitter. But this lawsuit has to do with a specific block of shares that maybe should have been at a higher price than where Elon was able to buy them because of avoiding these disclosure requirements. Again though, allegedly. Talking about EVs generally, Shonduffi also said they should pay for use of our roads. How to do that I think is a little more challenging. Right now, most revenue for federally funded road repairs is collected through taxes on diesel and gas. Which of course EVs do not pay. And as we've covered over the years, some states are already charging EV owners a flat annual fee for these road repairs. Unfortunately, some of those state fees have been disproportionately high compared to what gas vehicle owners are paying in gas tax.

好的，我认为大多数金融分析师都会同意，埃隆整体上为收购推特支付过高。但这起诉讼涉及的是一块特定的股票，这些股票的价格可能本应比埃隆当时购买时的价格更高，因为他规避了一些信息披露的要求。当然，这些都是所谓的指控。至于电动车（EV），Shonduffi 还表示，它们应该支付我们道路的使用费。我觉得这有点难办。目前，大多数用于联邦拨款修路的收入是通过柴油和汽油的税收收取的，而电动车不需要支付这部分费用。多年来我们也注意到，一些州已经开始向电动车车主收取固定的年度费用来用于道路维修。然而，令人遗憾的是，一些州的费用相对于汽油车车主支付的汽油税来说显得过高。

And part of the problem with these flat annual EV fees is they don't account for the actual road usage. Just know right now this is an ongoing debate. There have been talks about taxing electricity for EV use. There have been talks about specific fees based on your mileage and how heavy your EV is. Of course ideally you would want to incentivize the new technology by not having those taxes on EVs and just continually taxing the outdated or older tech. You know, the one that's polluting the air that all of us breathe.

这些固定的年度电动汽车费用存在的问题之一是，它们没有考虑到真正的道路使用情况。目前这一问题正在讨论中。有人建议对电动汽车的用电量征税，也有人建议根据电动汽车的行驶里程和重量收取特定费用。当然，理想情况下，为了鼓励新技术的发展，你会希望不对电动汽车征税，而是持续对落后或老旧技术征税。你知道的，就是那些污染我们空气的技术。

With that said though, I am also a fan of the free markets and ultimately letting the technology decide from a level playing field. Point being state by state in the coming years were likely to see some creative attempts to make sure that EV owners are paying their fair share for these road repair funds. Both Honda and Acura EV owners will have access to the Supercharger Network sometime later this spring. For now, that's only two models, the Honda Pro Log and the Acura ZDX. However, we did get more information today about the upcoming 2026 Acura RSX, which is an EV.

尽管如此，我也是自由市场的支持者，并且认为最终应该让技术在一个公平的环境中决定发展方向。我的观点是，在未来几年，各个州可能会进行一些创新尝试，确保电动车车主为道路维修基金支付他们应付的费用。 本田和讴歌的电动车车主将在明年春季晚些时候可以使用超级充电网络。 目前，这只包括两款车型：本田 Pro Log 和讴歌 ZDX。 不过，今天我们获得了更多关于即将推出的 2026 款讴歌 RSX 的信息，这也是一款电动车。

Fun fact about me back in my high school days, one of my teammates on the soccer team had an Acura RSX and for about two years I wanted one in the worst way. At least for now, Honda and Acura are not yet on Tesla's official blog page for the next. We don't yet have the specs for this upcoming Acura RSX, but here are some images of the prototype. Pretty aggressive looking stance and for a time, they were calling it a coupe. But today we got a picture of the production version that does have four doors.

有趣的回忆：在我高中时，我的足球队有个队友开了一辆Acura RSX，那时我整整两年特别想要一辆。至少目前为止，Honda 和 Acura 还没有出现在 Tesla 的官方博客页面上。我们暂时还不知道即将推出的 Acura RSX 的详细规格，不过这里有一些原型车的图片。它看起来姿态相当霸气，当时还有人称它为轿跑车。不过今天我们看到了一张量产版的照片，发现它实际上有四个门。

This of course is camouflaged as they're beginning real world testing today, and by the look of things, this should be a Model Y competitor. This will be the first model engineered on the new Honda developed EV platform using their proprietary Asamo OS. And this vehicle is scheduled for production later this year in Ohio. Tesla is now set to launch in Saudi Arabia this quarter. Tesla will open sales through pop-up stores and establish a showroom and service center. Naturally, it's also planning to roll out the supercharger network. In Saudi Arabia, the appetite for luxury vehicles is among the highest globally on a per capita basis. However, EV penetration is still low at just over 1% of overall car sales. The good news is Price Waterhouse Cooper's noted that more than 40% of Saudi consumers are considering buying an EV in the next three years. For the past two years, total vehicle sales in Saudi Arabia have been around 600,000 units per year. Thus, if over time Tesla could reach a 20% market share, that would be an additional 120,000 units per year. But there's plenty of work to do because as of last year, there were only about 23,000 EVs on Saudi Arabian roads. The good news is the Saudi government is pushing hard for EV adoption through things like tax exemptions, subsidies, and infrastructure development, as their goal is to install over 10,000 EV chargers by 2029. And finally, SUVs are quite popular in Saudi with over about 250,000 SUV sales for last year, which of course bodes quite well for the Model Y.

当然，这款车进行了伪装，因为他们今天开始进行现实世界的测试。从外观来看，这应该是Model Y的竞争对手。这将是第一款基于本田开发的新电动车平台并搭载其专有的Asamo操作系统设计的车型。这辆车计划在今年晚些时候于俄亥俄州投产。特斯拉计划在本季度进入沙特阿拉伯市场。特斯拉将通过快闪店开始销售，并建立一个展厅和服务中心。当然，他们也计划推出超级充电网络。在沙特阿拉伯，人们对豪华车的需求在全球范围内按人均计算是最高的之一。然而，电动车的渗透率仍然很低，仅占整体汽车销售的1%多一点。好消息是，普华永道指出，超过40%的沙特消费者考虑在未来三年内购买电动车。在过去两年中，沙特阿拉伯的汽车总销量每年约为60万辆。因此，如果特斯拉能够逐步达到20%的市场份额，那将意味着每年增加12万辆的销量。但需要做的工作仍然很多，因为截至去年，沙特阿拉伯的道路上只有约23,000辆电动车。好消息是，沙特政府正在大力推动电动车的推广，采取了一系列措施，例如税收豁免、补贴和基础设施的发展，他们的目标是到2029年安装超过10,000个电动车充电桩。最后，SUV在沙特阿拉伯非常受欢迎，去年SUV的销量超过25万辆，这对Model Y来说无疑是个好消息。

It's time to pose the question to the audience. So, all of last year, the Model X did 19,800 sales, and the Model S was down to 12,400, so the S was down 31%, and X sales were down almost 20% year over year. So, here's my question. The year is 2028. Is Tesla still selling the Model S and X? And further, should they? Why or why not? I will share my thoughts later this week. If you go to Tesla's inventory page and search for Cybertruck, you'll find some now have discounts of $1,640. Then, if you can find a demo vehicle, some of those are discounted over $2,600. And yes, whether you like it or not, having inventory discounts on non-Foundation Series Cybertrucks is probably not the best sign for demand right now. Again, over the past few weeks, we've been highlighting all of these different breadcrumbs that may be, for this period, Cybertruck demand is a bit lower than Tesla was expecting. But, there's a huge caveat here, because the Cybertruck is listed on the official website as qualifying for the $7,500 tax credit. But, for whatever reason, on Tesla's website, it looks like it does not yet officially qualify. If it did, it would be showing up as an incentive right here. And no, I'm not trying to argue that's the only problem that the Cybertruck has, I'm just saying I do think it's a material one. As for what the holdup is, I have not yet heard anything official. If I do, of course, I'll pass it along.

是时候向观众提问了。去年，Model X 的销量是 19,800 辆，而 Model S 降至 12,400 辆，S 的销量下降了 31%，X 的销量则同比下降了近 20%。那么，我的问题是：到了2028年，特斯拉还会继续销售 Model S 和 Model X 吗？另外，他们是否应该继续卖下去？为什么或者为什么不应该？我会在本周晚些时候分享我的看法。 如果你访问特斯拉的库存页面并搜索 Cybertruck，你会发现其中一些现在有 $1,640 的折扣。如果能找到一辆试驾车，有些折扣甚至超过 $2,600。无论你是否喜欢，目前非基础系列的 Cybertruck 库存折扣可能不是需求状况的最佳信号。过去几周，我们一直在关注这些迹象，表明这个时期的 Cybertruck 需求可能低于特斯拉的预期。 不过，这有个很大的警告，因为 Cybertruck 在官网上列为符合 $7,500 的税收抵免。然而，无论出于何种原因，特斯拉的网站上似乎还没有正式显示其符合资格。如果符合资格，应该会在这里显示作为一种激励措施。我不是说这是 Cybertruck 唯一的问题，我只是认为这是一个重要的问题。至于具体原因，我还没有听到任何官方消息。如果有，我当然会及时分享。

Tesla stock had a great day, closing at $428.22 up 8.04%, while the NASDAQ also had a great day up 2.45%. The volume was 6% below the average. 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.

特斯拉股票表现极佳，当天收盘价为428.22美元，上涨了8.04%；同时，纳斯达克指数也表现不俗，上涨了2.45%。成交量比平均水平低了6%。希望大家今天过得愉快。如果您喜欢这个视频，请点赞。您可以通过链接找到我的社交媒体账号，同时非常感谢所有在Patreon上支持我的人。