Tesla Decides on Uber / "Elon Fires NHTSA" / Tesla Buying Nissan: Lol ⚡️

以下是 Electrified 视频文字稿的总结： Electrified 的主持人 Dylan Loomis 首先感谢了一位新的赞助人 Michael VBF。然后他深入探讨了本集的关键话题，首先是 Uber 首席执行官 Dara Khosrowshahi 透露 Elon Musk 对与 Uber 在特斯拉的机器人出租车方面进行合作不感兴趣。Dara 表示，特斯拉的目标是独立建立其自动驾驶叫车服务，这意味着 Uber 和 Waymo 可能会在奥斯汀等城市直接与特斯拉竞争。 Loomis 表示，虽然合作会加速普及，但考虑到特斯拉现有的应用程序、广泛的覆盖范围以及控制客户体验和利润率的愿望，特斯拉单独行动的决定是有道理的。 Loomis 认为，即使 Uber 公司投入大量资源用于其自身的 AV 战略，包括与 Waymo 在奥斯汀和亚特兰大推出服务，这也会使 Uber 在未来五年内保持竞争力的道路变得更加艰难。 下一个话题是关于美国总务管理局 (GSA)，这是一个管理政府财产和车队的联邦机构，它计划停用电动汽车充电桩并出售在拜登政府领导下购买的电动汽车。原因是，在现任政府领导下，这些充电桩不被认为是“关键任务”，而且联邦雇员的数量以及因此需要的车辆数量正在减少。 Loomis 指出，这些充电桩中有很多是带有过时连接器的 Level 2 充电桩，这可能会使它们无法使用。 虽然他作为电动汽车倡导者感到失望，但他作为纳税人支持这一决定，特别是如果它可以消除不必要的维护成本。 视频随后转向特斯拉新闻，特别是欧洲市场结束销售的“首发系列”Model Y。包括后轮驱动和长续航版本在内的常规 Model Y 产品线现在已经上市。价格变化不大。 Loomis 将短暂的首发系列归因于全自动驾驶 (FSD) 在欧洲的价值有限，因为大多数功能都不可用。 在一个更具推测性的部分中，Loomis 谈到了一份关于一个高级日本团体（包括一名前首相）提议特斯拉投资日产的报告。 目的是让特斯拉收购日产的美国工厂，以应对潜在的关税，从而提高国内制造业。 然而，前特斯拉董事会成员 Hiro Mizuno 否认了任何参与。 Loomis 认为这个想法极不可能，因为特斯拉已经在美国国内生产所有美国汽车，并且有未使用的产能，并且正在向革命性的“未拆箱”制造方法发展，这使得日产的工厂已经过时。 他怀疑这份报告可能是一种抬高日产股票的手段，日产的股票确实出现了上涨。 Loomis 随后讨论了特斯拉 Cybertruck 的生产线，引用 Elon Musk 的话称特斯拉工厂本身就是产品。 他认为 cybercab 可能已经准备好在 Model Y 或 Model 3 的监督下进行推广。 他强调了对更新后的 Model Y 的积极评价，尤其是来自 Top Gear 的评价，强调了刚性、阻尼、降噪和整体驾驶体验的改进。 他还提到了特斯拉的 OTA 更新，解决了电子助力转向系统的一个潜在问题。 Loomis 将话题转向 NHTSA（美国国家公路交通安全管理局），讨论了该机构的裁员和重组。 虽然新闻标题集中在 Elon Musk 的 Doge 削减该项目的资金上，但 Loomis 强调，裁员影响的是一个规模较小、最近成立的团队，并且是 NHTSA 总体裁员 10% 的一部分。 他认为 NHTSA 需要进行一次改革，以制定自动驾驶汽车的联邦框架，并暗示该机构的一些支出（例如公共意识宣传活动）可能无效。 Loomis 随后讨论了 Rivian 的第四季度收益，承认他们实现了毛利润并大幅降低了每辆汽车的汽车成本。 然而，他指出，这种盈利能力在很大程度上依赖于监管信贷销售的显著增长。 Rivian 的 2025 年展望预测毛利润适度，交付量在 46,000 辆至 51,000 辆之间。 视频强调美国现在拥有超过 20 万个公共电动汽车充电端口，这是一个重要的里程碑。 平均每4.5个加油泵就对应一个公共电动汽车充电桩。 最后，Loomis 评论了特斯拉的股票表现，指出尽管纳斯达克指数下跌，但其股票仍表现出韧性。 他讨论了负面经济指标，包括商业活动放缓、消费者信心下降以及低于预期的销售额。 他最后祝愿观众周末愉快，并感谢他的 Patreon 支持者。

Here's a summary of the Electrified video transcript provided: Dylan Loomis, host of Electrified, begins by thanking a new patron, Michael VBF. He then dives into the key topics of the episode, starting with Uber CEO Dara Khosrowshahi's revelation that Elon Musk is not interested in partnering with Uber for Tesla's robotaxis. Dara stated that Tesla aims to build their autonomous ride-hailing service independently, meaning Uber and Waymo will likely compete with Tesla directly in cities like Austin. Loomis expresses that while a partnership would have expedited adoption, Tesla's decision to go solo makes sense given their existing app, extensive reach, and desire to control the customer experience and profit margins. Loomis suggests this makes Uber's road to remaining relevant in the next five years much more difficult, even while the company invests significant resources in its own AV strategy, including launching with Waymo in Austin and Atlanta. The next topic concerns the General Services Administration (GSA), a federal agency managing government properties and fleets, which is planning to decommission EV chargers and offload EVs purchased under the Biden administration. The reasoning is that the chargers aren't considered "mission critical" under the current administration, and the number of federal employees, and thus vehicles needed, is decreasing. Loomis notes that many of these chargers are Level 2 with outdated connectors, potentially rendering them unusable anyway. While he is disappointed as an EV advocate, he supports the decision as a taxpayer, particularly if it eliminates unnecessary maintenance costs. The video then shifts to Tesla news, specifically the end of the "launch series" Model Y sales in Europe. The regular Model Y lineup, including rear-wheel drive and long-range options, is now available. Pricing changes are minimal. Loomis attributes the short-lived launch series to the limited value of Full Self-Driving (FSD) in Europe, where most features are unavailable. In a more speculative segment, Loomis addresses a report about a high-level Japanese group, including a former Prime Minister, proposing a Tesla investment in Nissan. The aim would be for Tesla to acquire Nissan's U.S. plants to boost domestic manufacturing in response to potential tariffs. However, former Tesla board member Hiro Mizuno denies any involvement. Loomis finds this idea highly unlikely given that Tesla already manufactures all its U.S. cars domestically, has unused capacity, and is moving towards revolutionary "unboxed" manufacturing methods, rendering Nissan's factories obsolete. He suspects the report may have been a ploy to boost Nissan's stock, which did see a rise. Loomis then discusses the Tesla Cybertruck production line, quoting Elon Musk as saying the Tesla factory is the product. He suggests that the cybercab may be ready for a supervise roll out with model Y or model 3. He highlights positive reviews of the updated Model Y, particularly from Top Gear, emphasizing improvements in rigidity, damping, noise reduction, and overall driving experience. He also mentions a Tesla OTA update addressing a potential issue with the electronic power steering. Shifting gears to NHTSA, Loomis discusses the agency layoffs and reorganization. While headlines focus on Elon Musk's Doge cutting funding from the program, Loomis emphasizes that the cuts affect a small, recently formed group and are part of a broader 10% workforce reduction at NHTSA. He argues that a shakeup at NHTSA is necessary to develop a federal framework for autonomous vehicles and suggests some of the agency's spending, like public awareness campaigns, may be ineffective. Loomis then discusses Rivian's Q4 earnings, acknowledging their achievement of gross profitability and significant reduction in automotive costs per vehicle. However, he notes that this profitability relied heavily on a substantial increase in regulatory credit sales. Rivian's 2025 outlook projects modest gross profit, with deliveries between 46,000 and 51,000. The video highlights that the US now has over 200,000 public EV charging ports, a significant milestone. For every 4.5 gas pumps there is one public EV charger. Finally, Loomis comments on Tesla's stock performance, noting its resilience despite a down day for the NASDAQ. He discusses negative economic indicators, including slowing business activity, a decline in consumer sentiment, and lower-than-expected sales. He concludes by wishing viewers a safe weekend and thanking his Patreon supporters.