Tesla's Optimus Q2? / Automakers Now Scrambling / Nvidia Makes Prediction ⚡️

to electrify, it's your host Dylan Loomis. First up today, we have some more rumors on Optimus production, this time they're coming from Weibo in China. The word is supply chain research indicates Tesla has already placed orders with production increasing every month. It's estimated by the end of this year, the annualized production capacity can reach 30,000 units with much more expansion in 2026. But I know some people are interpreting this as 30,000 Optimus robots produced this year, but that's not the case. They're talking about the annualized rate, which is really just another way of saying 600 per week. And the real news here would be this, Tesla may soon update Optimus' progress with mass production officially starting in the second quarter.

充满活力的节目主持人 Dylan Loomis 来啦。今天首先要说的是关于特斯拉 Optimus 生产的一些新传闻，这次消息来自中国的微博。据说供应链研究显示，特斯拉已经开始下订单，且生产每个月都在增加。据估计，到今年年底，年化生产能力可以达到30,000台，并在2026年大幅扩展。但我知道有些人将此解读为今年已生产30,000台Optimus机器人，其实并不是这样。他们指的是年化速度，也就是每周生产600台。这里真正的新闻是，特斯拉可能很快会更新Optimus的进展，预计今年第二季度会正式开始量产。

Right now, the main factor restricting the development of humanoid robots is the high cost. Honestly, I would be quite surprised if we saw any Optimus production in quarter too. But another reason I was willing to share that rumor is because they actually have a lot more detail. This account gave a breakdown of Tesla's apparent supply chain for Optimus breaking it down by tier suppliers. For joint actuators, of course, Tesla is the largest player here producing in-house, but Sunua Holding and Tuopu Group are smaller with equal share. Zenu technology could be a new supplier as they're doing some sampling for quarter one this year. And Shafler and Bosch are currently collaborating on R&D, but no mass production plans yet. I'm not going to read through all of these names because I don't think they'll mean much to most people. And again, this is all just in the rumor category, but it's on the screen if you want to pause.

目前，限制类人机器人发展的主要因素是高成本。老实说，如果在第二季度看到任何Optimus的生产，我会感到非常惊讶。不过我愿意分享这个传闻的另一个原因是，他们实际上提供了更多细节。这个信息来源对特斯拉的Optimus供应链进行了分层供应商的详细分析。对于关节执行器部分，显然特斯拉是这里最大的玩家，自产组件，但Sunua Holding和Tuopu Group是较小的供应商，份额相当。Zenu Technology可能成为新的供应商，因为他们正在进行今年第一季度的样品测试。Shafler和Bosch目前正在进行研发合作，但尚无大规模生产计划。我不会逐一念这些名字，因为我认为对大多数人来说可能意义不大。再次提醒，这些都只是传闻，但信息在屏幕上，如果你想看的话可以暂停。

My point with all of this is typically the rumors that are made up or pulled out of left field do not come with this type of granular detail. What I'm about to say could be unrelated, but it's interesting at the least. So these reducers are a component in the actuators and this one company that's supposedly a supplier, harmonic drive systems have a look at their stock today. Up 29% today. One week from today, we'll have an earnings call and then we should have a much better idea if there's any world where Optimus may enter production as soon as quarter two. Timing of that aside, it's pretty clear the supply chain is being built out as one would expect. You would think that Nvidia, the company selling the suite of tools to help some of these companies work toward autonomy would be a bit more bullish on the outcome. But the head of Nvidia's auto division said, fully autonomous cars are not close and unlikely to go into full use on public roads until well into the next decade. He said, it's a next decade marvel, we're not close, it's super hard. While several cars offer limited autonomous capability in certain situations, the ability for cars to truly drive themselves requires another step forward in compute power and tech.

我想说的是，通常那些凭空捏造的谣言不会有如此细致的细节。我接下来要说的可能无关紧要，但至少很有趣。某家公司，据说是供应商，他们生产的减速器是执行器中的一个组件。看看今天哈默尼克驱动系统公司的股票，上涨了29%。再过一周，我们将举行一个财报电话会议，到时候应该能更清楚地知道，Optimus是否有可能在第二季度开始生产。撇开时间不谈，很显然供应链正在建设中，就像人们预期的那样。你可能会觉得Nvidia作为提供一套工具帮助企业努力实现自动化的公司，他们应该会更加看好这一结果。但Nvidia汽车部门的负责人表示，完全自动驾驶汽车离我们还很远，可能要到下个十年才能在公共道路上全面使用。他说，那是下个十年的奇迹，我们还没接近目标，这非常困难。虽然有几款车在某些情况下提供有限的自动驾驶能力，但让汽车真正实现无人驾驶还需要计算能力和技术的进一步突破。

He said, we're working on large language models now like chat GPT with video and nobody was doing that in auto three years ago. I think you can make the argument that Tesla was but that's besides the point. He said, that kind of model needs a lot more compute power, a lot more memory bandwidth. You need more sensors like LiDAR and radar and you need redundant algos to ensure it's safe. He went on to talk about the problems with rule based or the systems that still use manual code and compared it to the next generation of cars that will learn behavior and be more natural. That's when you'll start to say, whoa, this car is driving so calmly and smoothly which as we know is exactly what Tesla has been doing with their end to end network. You don't have to take it for me anymore, take it from Ali Connie from NVIDIA who is telling us that these legacy automakers will not be solving true autonomy anytime soon. Here's some footage of the new Model Y and I'm not seeing a front bumper camera in these videos. I guess it could just be the angle and it's tucked under that lip so you can't see it. But here's another picture and if you zoom in, I'm still not seeing the front bumper camera. I'm sharing though because the good news is going to the Australian configurator. This is what's shown on the website and if you zoom in, you can still see the front bumper camera it just blends in pretty well. So in case you also saw these photos and videos, I think it's too soon to panic. I just think it blends in in these photos.

他说，我们现在正在研究像ChatGPT这样的视频大模型，而三年前在汽车行业没有人这么做。我觉得你可以说特斯拉当时在做，但这不是重点。他表示，这类模型需要更多的计算能力和内存带宽。你需要更多的传感器，比如激光雷达和雷达，并且需要冗余算法来确保安全。他继续谈到了以规则为基础的系统或仍然使用手动代码的系统的问题，并将其与下一代能够学习行为、更自然的汽车进行比较。届时，你会开始感叹：“哇，这辆车开的真的很平稳。”而我们知道，这正是特斯拉通过其端到端网络在做的事情。你不用再听我说，可以听听NVIDIA的Ali Connie，他告诉我们这些传统汽车制造商在短期内不会实现真正的自动驾驶。这里有一些新的Model Y的视频，我没有在这些视频中看到前保险杠上的摄像头。我猜这可能只是角度问题，并且摄像头藏在了唇下所以看不到。但这里有另一张照片，如果放大看，我仍然没看到前保险杠摄像头。不过好消息是，去看澳大利亚配置器。这是网站上显示的，如果你放大看，你仍然可以看到前保险杠摄像头，只是它很好地融合在一起。所以如果你也看到了这些照片和视频，我认为现在恐慌还为时过早。我只是觉得在这些照片中它融合得很好。

How about this? Edmunds who we know historically has not always been the friendliest publication toward Tesla has now named the new Model 3, the top rated electric car for 2025. They said from range to price to performance, there are few areas where the Model 3 does not have a leg up on the competition. Across the lineup, the Model 3 delivers at every price point and has something for anyone looking at any electric sedan. They said it was the most complete and well-built car they've ever seen from Tesla and I have a feeling a year from now we'll be hearing similar things about the new Model Y. Elon and I have hugged it out this morning. You hugged it out? Yeah, he came to one of our conferences, United, a nice long chat. We settled some of our differences and the guy, you gotta look at Elon, I mean SpaceX, I mean Tesla, you know, Neural Link, I just, I mean, the guy is our, and his, Einstein and so I like to be helpful to him and his company as much as we can. Elon saw it and said nice of him to say, but it's like, all right Jamie, if you wanna be helpful to Tesla and Elon's companies, maybe you can start by talking to Ryan Brinkman, who's your analyst for Tesla who has a price target of $135. Oh yeah, and a sell rating on the stock to boot. I say that somewhat ingest, but the truth is, Elon being on good terms with Jamie Diamond, the CEO of one of the biggest banks in the world is definitely not a bad thing. Think about things like auto loan rates, getting different lines of credit, underwriting bond offerings, helping Tesla with M&A activity in the future if Tesla was to acquire other companies. And obviously Jamie has an A-list of network contacts, which doesn't hurt either.

怎么样？我们都知道，Edmunds 一直以来对特斯拉的态度并不总是很友好，但现在他们却将新款 Model 3 评为 2025 年最佳电动车。他们表示，无论是续航、价格还是性能，Model 3 在各个方面几乎都优于竞争对手。整个车型系列的价格覆盖面广，能够满足任何想购买电动轿车的人的需求。Edmunds 还称这是他们见过的特斯拉最完整、制造最精良的汽车。我感觉一年后我们会听到关于新款 Model Y 的类似评论。今天早上埃隆和我已经和解拥抱了。你们真的和解了吗？是的，他参加了我们联合举办的一个会议，我们好好聊了一次，解决了一些分歧。你看看埃隆，SpaceX，特斯拉，Neural Link，他就像我们的爱因斯坦，所以我希望能尽可能多地帮助他和他的公司。埃隆看到这句话时说，这很好，不过他说：“好吧，Jamie，如果你想帮助特斯拉和埃隆的公司，也许可以从和Ryan Brinkman 谈谈起。他是你们分析师，给特斯拉的目标价定了135美元，而且还给了卖出评级。”虽然我有点开玩笑，但事实上，埃隆和Jamie Dimon，说一流银行CEO，关系很好肯定没坏处。想想汽车贷款利率，获取不同的信贷额度，承销债券发行，支持特斯拉未来的并购活动，以及 Jamie 的人脉资源，这些都将对特斯拉有帮助。

Part one was so good, I couldn't help but share part two of the 86 year old mother trying out FSD for the second time. This is good test, because we got a lot of traffic. Look it, will you look at this polite car? Steve, this car is polite. Yes. Wow, you are good boy. This is gonna take 10 years off my life. Is that the way I say it or should I say it ads? I think it's gonna add 10 years. Because this is my biggest fear. I don't know how to get around. I don't know where anything is. You are such a good boy, Mr. Starfish. Star ship. Ship. This is incredible, Steve. I am telling you, nothing to it in the car fits me like a glove. I feel so comfortable. Seems to me just exactly what I hoped for. Steve, my friend, if you see this, I do think it's time to change the name of your Tesla to Starfish.

第一部分太精彩了，以至于我忍不住分享86岁母亲第二次尝试FSD的第二部分。这是一次很好的测试，因为我们遇到了很多交通状况。看看，看看这辆有礼貌的车？Steve，这辆车真有礼貌。是的。哇，你是个好孩子。这让我感到年轻了10岁。是这样说还是我应该说加上？我觉得这会让我多活10年。因为这是我最大的恐惧。我不知道怎么走，我不知道任何地方怎么去。你真是个好孩子，海星先生。星舰。船。这真是太不可思议了，Steve。我告诉你，简直毫不费力，这辆车让我感到非常舒适。似乎正是我所期望的。Steve，我的朋友，如果你看到这个，我真的觉得是时候把你的特斯拉改名为“海星”了。

About two years ago, I weighed 170 pounds at 5'11 after a year's long parasite battle, COVID and a bad back injury. Over the past two years, 95% of my workouts have been at home with minimal equipment. The heaviest dumbbell was 10 pounds and this kettlebell is 15. One constant in my road back to myself has been AG1, the sponsor of this video. And I know you guys hear messaging like this everywhere nowadays, but let my message be to get serious about your wellness. Get some labs done, check your own levels. All I'll say is I've had seasons with AG1 and I've had some without it and call it whatever you want, but I do prefer my seasons with it. And there's a reason AG1 has become so popular and no, it's not just good marketing because if that were the case and it didn't actually help people, the jig would have been up by now. I do find it interesting when people attack it because really all it is is 75 high quality nutrients sourced well from Whole Foods with a great research team. Personally, I'm good paying a slight premium knowing that I'm putting high quality fuel into my body. Before AG1, I did have pretty volatile energy swings, drinking coffee and with AG1, I really don't drink coffee outside of a rare occasion. And from that, I do feel far more stable when it comes to my energy levels throughout the day. But look, the truth is everybody is different and we all need to find what works for us individually. So as always, if you'd like to try AG1 for yourself for a few months and support the channel and the process, you can head to drinkag1.com slash electrified, linked below, or you can use the QR code on the screen.

大约两年前，在与寄生虫抗争了一年、新冠疫情以及背部严重受伤后，我在5英尺11英寸的时候体重降到了170磅。在过去两年里，我95%的锻炼都是在家用最简单的器材完成的。最重的哑铃只有10磅，而这个壶铃是15磅。在我找回健康的过程中，有一样东西一直保持不变，那就是这段视频的赞助商AG1。大家可能现在经常听到类似的推广，但我想告诉你的是，我们确实应该认真对待自己的健康。做些体检，了解一下自己的健康指标。我要说的是，我有过使用AG1的阶段，也有过没有使用的阶段。你可以称它为什么都行，但我确实更喜欢使用AG1的那段时间。AG1之所以变得如此受欢迎不是因为单纯的市场宣传，因为如果它没有实际帮助人们的话，早就被揭穿了。我觉得有趣的是，有人会攻击它，因为它实际上只是由优质的全食物中提取的75种高质量营养素，再加上一支优秀的研究团队。我个人乐意多花一点钱，因为我知道我是在给自己的身体提供高质量的营养。在使用AG1之前，我的能量波动非常大，经常喝咖啡；而用了AG1后，我几乎不喝咖啡，偶尔例外。从那开始，我确实觉得白天的能量水平稳定多了。不过，大家情况各不相同，我们都需要找到适合自己的方式。所以，如果你想自己尝试几个月的AG1，同时支持这个频道，可以访问drinkag1.com/electrified的链接，也可以扫描屏幕上的二维码。

Dan Ives bumped up his Tesla stock price target from 5.15 to 5.50. He added, we do not include Optimus yet in our valuation, the bull case is 650. As we've been saying, Optimus production is set to begin in the next 12 months and most of Wall Street is attributing $0 for Optimus valuation. At some point, that has to change. For Dan's rationale, he did not share anything new we haven't already talked about. He's still expecting Tesla could hit a $2 trillion market cap this year. He actually had some conversations with management over the past few weeks he said. So I think that, you know, likely that's where he's drawing his bullishness from. For me, a price target based on conversations with management has a lot more weight than just one that's really trailing the stock price without any new insight, at least on their end.

Dan Ives 将他的特斯拉股票目标价从5.15上调至5.50。他补充说，我们的估值中尚未计入Optimus，乐观情况下，目标价为650。正如我们一直所说，Optimus的生产将在未来12个月内开始，大多数华尔街人士对Optimus的估值为零。但这种情况迟早会改变。对于Dan的理由，他并没有提出任何新观点，而是继续预计特斯拉今年市值可能达到2万亿美元。他还提到，过去几周他与管理层进行了一些对话。我认为，他的乐观态度可能就是从这些对话中得来的。对我来说，一个基于与管理层对话得出的价格目标比那些没有新见解、仅仅是跟随股票价格走势的目标更有分量。

We have Honda and really a large portion of the auto industry now spending hundreds of millions of dollars, if not billions, to retrain employees on software defined vehicles. Honda alone is spending $100 million on these efforts to give its workers the basic foundations of the new technologies. Their VP of human capital said the biggest challenge for us is to find talent in the software defined vehicle related field. Japan is limited in its pool of software related engineers. This investment will happen over the next five years and most of the training will happen online. The thing is, I think most of us would agree, going to get a grad out of college or high school, somebody that's built to code and has been raised effectively in that environment is very different than trying to teach an old dog new tricks, if you will, not that you can't, it's just much more difficult.

我们有本田和相当大一部分汽车行业，现在正花费数亿甚至数十亿美元来对员工进行软件定义汽车的再培训。本田仅此一项就投入了1亿美元，以帮助员工掌握新技术的基本知识。他们的人力资本副总裁表示，最大的挑战是找到与软件定义汽车相关领域的人才。日本在软件相关工程师方面的人才库有限。这项投资将在未来五年内进行，而且大部分培训将在线上完成。我想，大多数人会同意，让一个刚从大学或高中的毕业生，一个在这种环境中成长并习惯编码的人，和试图让一个“老狗学新把戏”的人相比，是很不一样的，不是说做不到，只是难度更大。

Not only that, but you have to wonder, are these people even interested in this new technology or is it going to be something they're dreading doing? Honda and other Japanese automakers are struggling to attract software talent in a global market where high tech companies in Silicon Valley and other hotspots draw more attention and usually pay more. German supplier Bosch is planning to spend $2 billion over 10 years to re-educate, rescale of 400,000 employees. BMW and PUGO are also doing similar things and Honda's VP said change is needed to help keep Honda competitive. If you've been around the channel, you'll remember two or three years ago, we were saying that the competition does not have software talent and it's going to be a problem, fast forward almost three years and that's still the case.

不仅如此，你还得想想，这些人是否对这项新技术感兴趣，还是他们害怕接触这种技术呢？本田和其他日本汽车制造商正在努力在全球市场上吸引软件人才，因为在硅谷和其他高科技热点地区的公司通常更吸引人且薪水更高。德国供应商博世计划在未来10年花费20亿美元重新培训和升级40万名员工。宝马和标致也在做类似的事情，本田的副总裁表示，变革是必要的，以帮助本田保持竞争力。如果你一直关注这个频道，你可能记得两三年前我们就说过，竞争对手缺乏软件人才，这将成为一个问题，快进了近三年后，情况依然如此。

Think about it, if you worked at a company for 10, 20, maybe 30 years, doing things a certain way and then in your twilight years, you're told you have to learn this entirely new system that's likely to be quite foreign to you, it probably won't go over super well. And if these companies can't figure it out and they continue to use third party software like Android OS or others, you're always going to be paying that margin and you're always going to be limited in what you can do on your own. There's a new men's cybercab tea on the Tesla shop for $40. When it comes to the Tesla stock TikTok overhang, Trump did say I would be open to it if Elon wanted to buy it, it being TikTok. He said, I've met with owners of TikTok, the big owners, so what I'm thinking about saying to somebody is buy it and give half to the US.

想想看，如果你在一家公司工作了10年、20年、甚至30年，一直以来都习惯于某种工作方式，但在你职业生涯的晚期，被告知要学习一个全新的系统，这对你来说可能相当陌生，适应起来可能会比较困难。而如果这些公司无法解决这个问题，继续使用像Android操作系统这样的第三方软件，那就意味着你永远得付出一定的成本，并且在自主能力上会受到限制。特斯拉商店新推出了一款售价40美元的男士网络安全帽茶。当说到特斯拉股票的TikTok影响时，特朗普表示，如果埃隆想要购买TikTok，他会愿意考虑。他说，他已经见过TikTok的大股东，所以他在想的一个方案是让某人买下它，然后把一半给美国。

There may have been something lost in translation there because only the US division was open for sale anyway. Honestly to me, this seems like less than a 2% outcome but why this matters for Tesla, it would mean Elon would likely need to sell Tesla shares to buy TikTok. But as we know, now a significant portion of his net worth is in SpaceX, so he could always do something taking a loan against those shares as well. The new CEO of Polestar as of October has some words about Elon and his involvement in politics. Michael Oshler said, we get a lot of people writing that they don't like all of this. It's important to listen closely to what they say and I can tell you, a lot of people have very, very negative sentiment. In response, Oshler has told his salespeople to target disgruntled Tesla owners for potential business.

可能在翻译中有些细节丢失了，因为无论如何，只有美国的部门是对外出售的。坦白说，我认为这种情况出现的可能性不到2%。对于特斯拉来说，这很重要，因为这可能意味着埃隆·马斯克可能需要出售特斯拉的股票来购买TikTok。但是我们知道，现在他非常大一部分的净资产在SpaceX里，所以他也可以通过这些股票贷些款。极星的新任CEO（截至十月）对埃隆及其政治参与有一些看法。迈克尔·奥什勒（Michael Oshler）表示：“我们收到了很多人写来的信，说他们不喜欢这些行动。认真倾听他们的意见是很重要的，我可以告诉你，很多人都有非常消极的情绪。”对此，奥什勒已经告知他的销售团队去争取那些对特斯拉不满的潜在客户。

The truth is Polestar needs to do whatever it can to turn things around at their company. And on Elon getting involved in foreign politics, Oshler said, you want to know what I think about it? I think it's totally unacceptable, totally unacceptable. You just don't do that. This is pure arrogance and these things will not work. We've heard this song and dance before. The truth is if you don't share Elon's political views, then of course you're going to be upset with how outspoken he's been as of late. But the main reason I'm sharing is hopefully in a couple months after the inauguration is in the rear view mirror and things settle down a bit, then this narrative won't be as common as it is right now.

实际上，Polestar确实需要尽一切努力扭转公司目前的状况。至于Elon参与外国政治，Oshler表示：你想知道我对此的看法吗？我认为这是完全不可接受的，完全不可接受。你就是不能这样做。这是纯粹的傲慢，这种方式是行不通的。我们以前也听过类似的言论。事实上，如果你不认同Elon的政治观点，那么当然会对他最近的坦率感到不满。但我之所以分享这些，是因为希望在几个月后，当总统就职典礼成为过去，情况有所平息时，这种论调不会像现在这样常见。

Just be aware that same anti-Elon chatter when it comes to politics that we heard when he started this whole foray more publicly is coming back around right now. Despite all of that, nothing has changed. If Tesla can deliver a more affordable vehicle as long as the Model Y refresh goes well, there's no reason to think that it won't. And if unsupervised FSD launches this year, then well, all of this political chatter will take its rightful place, which of course is just an afterthought. Looking at this survey from UGOV of 26,000 Americans in 2024, just under 60% are most likely to buy a gas vehicle, whereas about 14% are most likely to buy an EV. Honestly though, dating back the past 12 months that number really has stayed flat.

请注意，关于埃隆·马斯克的政治话题又开始出现了，就像他刚开始公开涉足这些领域时一样。然而，尽管有这些声音，情况并没有改变。只要特斯拉能够推出更实惠的车型，并且Model Y的新版本能顺利推出，我们没有理由不相信这会成功。如果在今年推出无人监督的全自动驾驶，那么这些政治话题将会自然退居次要地位。当然，这不过是事后的想法而已。根据UGOV的一项调查，对26,000名美国人的研究显示，2024年将近60%的人更有可能购买燃油车，而约14%的人更可能会购买电动车。诚然，在过去12个月里，这一数据实际上一直保持稳定。

So despite everything that's happened over the past year, honestly, the needle isn't really moving too much at least for this sample size. We learned today that loans for US critical minerals projects that were not finalized before Biden left office could be vulnerable. That list includes 24 projects seeking a total of $45 billion. There's no guarantee that these get reversed, but it'll be something to watch. According to JD Power, for mass market brands, Ford was ranked with the best website. And when it comes to premium brands, Tesla has the best website. Alpha Romeo was the worst for premium brands and Mitsubishi was the worst for mass market brands. This data based on responses from 11,400 people. The say website for Tesla investor questions is now live. I'll have the link below. The top question is if unsupervised FSD is still launching this year. And the second, are there any discussions about Tesla licensing FSD? When it comes to OpenAI's new Stargate project that could be up to $500 billion, do me a favor, let me know in the comments, yes or no. If this type of news is something you'd be interested in, I know it's kind of outside the scope of EVs, sustainable energy and Tesla, but AI of course is squarely part of it.

所以，尽管过去一年发生了很多事情，但坦率地说，至少对这个样本规模来说，变化并不大。我们今天了解到，在拜登离任前尚未敲定的美国关键矿产项目贷款可能面临风险。这些项目共有24个，寻求总共450亿美元的资金。虽然这些贷款是否会被逆转没有保证，但值得关注。根据JD Power的数据，在大众市场品牌中，福特的网站排名最好。而在高端品牌中，特斯拉的网站排名第一。阿尔法·罗密欧在高端品牌中排名最差，而三菱在大众市场品牌中排名最差。此数据基于11,400人的反馈。特斯拉投资者提问的网站现在已上线，链接会放在下面。最热门的问题是无人监督的FSD是否会在今年发布。其次是关于特斯拉是否在讨论FSD的授权。当谈到OpenAI的新Stargate项目时，该项目规模可能高达5000亿美元，请在评论中告诉我您的意见，对这类消息是否感兴趣。我知道这有些超出了电动汽车、可持续能源和特斯拉的范畴，但AI无疑是其中的重要组成部分。

Either way though, I saw plenty of people asking why wasn't Elon involved in this project, especially because Larry Ellison from Oracle is a big part of it. For me, it's pretty obvious. I don't see any world where Elon would be working alongside a Sam Altman in OpenAI after all of their history. It seems like a no-brainer for Elon to sit this one out, even if he was invited to be part of the project. Elon replied saying, they don't have the money, saying SoftBank only has less than 10 billion secured, to which Sam Altman said, I genuinely respect your accomplishments and think you're the most inspiring entrepreneur of our time. Sam also said, do you want to come visit the first site already underway? This is great for the country. I realized what is great for the country isn't always what's optimal for your companies, but in your new role, I hope you'll mostly put America first. So yeah, the drama is heating up and I did want to make it clear that news we shared recently about the federal land being made available for AI data centers is separate from this Stargate project. Right now, Stargate is already building on private land, so maybe they benefit down the line, but not yet two separate things.

无论如何，我看到很多人问为什么埃隆·马斯克没有参与这个项目，特别是因为甲骨文的拉里·埃里森是其中的重要人物。对我来说，这很明显。在我看来，埃隆不可能会和山姆·奥特曼在OpenAI合作，他们之间有过不少历史。即使埃隆被邀请参与这个项目，他选择不参与也不令人意外。埃隆回复说，他们没有足够的资金，称软银只筹集到不到100亿美元。对此，山姆·奥特曼表示，他非常尊重埃隆的成就，并称他是这个时代最鼓舞人心的企业家。山姆还邀请埃隆来看已经开始建设的第一个项目地点。他说，这对国家有很大益处，并且意识到对国家有利的事情不一定对你的公司最优化，但希望埃隆在新角色中优先考虑美国的利益。是的，事情变得越来越有趣了。我想澄清一下，我们最近发布的关于联邦土地用于AI数据中心的消息与这个Stargate项目是分开的。目前，Stargate项目已经在私人土地上建设，因此未来可能会受益，但现在是两件事。

It's still a developing story. We'll see if they can actually come up with the funding, even though they don't need a hundred billion dollars cash right out of the gate. But there's one clip from Larry Ellison that I think is worth sharing from the end of last year. Everyone would see it. Your body cams will be transmitting that. The police will be on their best behavior because we're constantly recording, watching and recording everything that's going on. Citizens will be on their best behavior because we're constantly recording and reporting everything that's going on. Ellison's vision is for AI to analyze data from this network of cameras in real time in an attempt to prevent crime while also tracking and influencing public behavior for a safer society. We're gonna have supervision. And there was every police officer is gonna be supervised at all times. So yeah, a vision for constant surveillance from Ellison and then you layer in potential mRNA vaccines for cancer and as people like to say, we do live in quite an interesting timeline. But again, please let me know yes or no on more AI related news. This is pretty cool as Joe Tett Meyer shared, the cyber tunnel is officially operational and cyber truck production has resumed. At least for now there are still drivers in those trucks. This is the first accident of the new Model 3 I've seen a got sandwiched between two trucks and the word is the driver is fine. Tesla stock closed the day at $415.11 down 2.11% while the NASDAQ was up 1.28%. Rivian, Lucid and Polestar were all down over 4% on the day. For Tesla, it was a low volume day trading about 32% below the average. Don't forget for those interested, check out AG1 linked below. Thank you in advance if you do. 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. Thanks for watching.

这是一个仍在发展的故事。我们看看他们能否筹集到资金，尽管他们不需要在一开始就拥有一千亿美元的现金。不过，我认为有一个拉里·埃里森在去年年底的视频片段值得分享。每个人都会看到。你的身体摄像头将会传输这些。警方会表现得最好，因为我们会随时录制、观察所有正在发生的事情。市民也会表现得最好，因为我们在不断地记录和报告所有发生的事情。埃里森的愿景是让人工智能实时分析这张摄像网络中的数据，试图在预防犯罪的同时追踪和影响公众行为，以实现一个更加安全的社会。我们将有全程监督。每位警察都会时刻受到监督。所以这是一个埃里森的关于持续监控的愿景，然后加上潜在的mRNA癌症疫苗，正如人们常说的，我们确实生活在一个相当有趣的时代。但请您告诉我是否需要更多关于人工智能的新闻。这确实很酷，正如乔·泰特·梅耶所分享的，网络隧道已经正式投入使用，Cybertruck的生产也已经恢复。至少目前这些卡车里仍然有司机。这是我见到的首起新款Model 3事故，被夹在两辆卡车之间，据说司机没事。当天特斯拉股票收于415.11美元，下跌2.11%，而纳斯达克上涨1.28%。Rivian、Lucid和Polestar全天均下跌超过4%。对于特斯拉来说，这是一个低交易量日，比平均水平低32%。对于有兴趣的人，请查看下面链接的AG1。如果您这样做，提前感谢。希望大家度过愉快的一天。如果喜欢这个视频，请点赞。您可以在下面链接中找到我在X上的账号，非常感谢所有的Patreon支持者。感谢观看。