Tesla's "Special" 2024 Release / Tesla's Missing Piece / Upcoming Tesla Trial ⚡️

Welcome to Electrified, it's your host Dylan Loomis real quick. If you missed yesterday's video at the end of today's episode there will be a short video on a project I've been working on you can find the timestamp below. Enjoy. Also from yesterday on the injuries at Gigatexus I really don't want you guys to feel like I was trying to spin that article. Point blank Tesla does absolutely need to do better when it comes to injuries both at Austin and especially at Fremont. So I want that to be very clear. The point I was trying to make was that this entire article was based on an analysis done by the information using OSHA data that they never actually shared.

欢迎来到《电气化》，我是你的主持人迪伦·卢米斯，简短介绍一下。如果你错过了昨天的视频，在今天的节目结束时，会有一个关于我一直在做的一个项目的短视频，你可以在下面找到时间戳。尽情享受吧。另外，关于Gigatexus的伤害问题，我真的不希望你们觉得我在试图掩盖那篇文章。毫无保留地说，特斯拉在奥斯汀和弗利蒙特的伤害问题上绝对需要做得更好。所以我想让这一点非常清楚。我尝试的观点是，整篇文章都是基于信息公司使用的OSHA数据进行的分析，而他们实际上从未分享过这些数据。

And lastly if I came off as cavalier about Tesla's injury data I do apologize for that certainly not my intentions because I'm with you regardless of what the averages are even one injury is too many. I'm not at all giving Tesla a pass here but I do think they'll make this better with time. I did however find it interesting the topics that this Becky Peterson chooses to report on Tesla. One more from yesterday some of you called me out saying I was wrong about VW's market share. I was referring to VW brand alone their market share being down. VW group as a whole was up year over year but again I was talking about VW the brand alone.

最后，如果我对特斯拉的伤害数据显得漠不关心，我向你们道歉，当然不是我的本意，因为无论平均水平如何，我都与你们同在，即使只有一起伤害我也认为太多了。我并没有完全让特斯拉无罪，但我相信他们会随着时间的推移改善这个问题。然而，我确实发现贝基·彼得森选择在报道特斯拉时选择的话题很有趣。昨天还有些人指责我关于大众市场份额的错误。我指的是大众品牌的市场份额下降。大众集团整体的市场份额年同比增长，但我所说的只是大众品牌本身。

On X Dave Lee suggested a partnership between Tesla and XAI saying Tesla would provide a monetary investment into XAI as well as dojo compute resources going forward. XAI then gives Tesla some equity and access to grok AI going forward Elon chimed in saying we'll discuss with Tesla board. So to be clear there are no guarantees this happens however I do think it's very likely to be clear X Corp is separate from XAI. X Corp is what actually owns X formerly twitter. XAI is what owns grok. Part of why I think this is likely because from day one on XAI's website it literally says they plan to work closely with Tesla.

在X上，戴夫·李建议特斯拉和XAI合作，表示特斯拉将向XAI提供资金投资，并提供后续的Dojo计算资源。XAI随后将向特斯拉提供一些股权并获得AI技术方面的访问权限。埃隆也表示会与特斯拉董事会讨论此事。明确地说，这并不保证一定会发生，但我认为有很大可能性发生。需要明确的是，X公司与XAI是分开的。X公司实际上拥有X（以前的Twitter），而XAI则拥有Grok。我认为这很有可能是因为从一开始在XAI的网站上就明确表示他们计划与特斯拉密切合作。

One scenario that could come about would be Tesla taking between one and five billion dollars investing that into XAI to own a part of that company have an ownership stake. Tesla could also provide some compute resources in the form of dojo to XAI since the compute needed to turn grok into a real competitor to something like chat GPT is not insignificant. Why could this be the missing piece for Tesla? Well so far Tesla with FSD has its foundational real world model with FSD on its four to five million car fleet traveling the world gathering real world data. But so far what Tesla does not really have is the knowledge side in the form of a LLM or a large language model. If Tesla were to have access in part ownership in grok that's actually trained on the X platform. So all of that data all of the text all of the videos could be paired up with Tesla's foundational model and FSD and implemented into Tesla vehicles and of course used in optimus as well. And for Tesla vehicles down the line having access to grok that could mean more of a voice assistant feature inside Tesla vehicles. You can directly speak to it ask it questions and it gives you real time information because it's trained on all of the data on the X platform rather than continuing to speculate because we don't know if this is actually going to happen just to give you some numbers things to keep in mind and through optics valuation they have been looking for between 20 and 30 billion dollars open ais valuation could be north of 80 billion dollars point being it's not out of the question to think that in a few years grok could be valued anywhere between 50 and 150 billion dollars.

有一个可能出现的情景是特斯拉投资10亿到50亿美元入股XAI，从而拥有该公司的一部分所有权。特斯拉还可以提供一些计算资源，以dojo的形式给XAI，因为将grok变成与chat GPT等产品相竞争所需的计算量并不可忽视。为什么这对特斯拉来说可能是缺失的部分呢？因为到目前为止，特斯拉在全自动驾驶(FSD)方面已经有了基于实际世界的模型，其四到五百万辆汽车正在全球行驶并收集实际数据。但是到目前为止，特斯拉所缺少的是以LLM或大型语言模型的形式的知识方面。如果特斯拉能够部分拥有grok，并将其训练在X平台上，那么所有的数据、文本和视频都可以与特斯拉的基础模型和FSD相结合，并实施到特斯拉车辆中，当然也可以在optimus中使用。而对于特斯拉的未来车辆来说，访问grok可能意味着在特斯拉车辆内部增加更多的语音助手功能。你可以直接与它交谈、询问问题，并获得实时信息，因为它是基于X平台上的所有数据进行训练的，而不是继续进行猜测，因为我们不知道这是否会真的发生。只是为了给你一些数字和思考的依据，通过光学评估，他们一直在寻求20亿到30亿美元开放式人工智能的估值，而XAI的估值可能超过800亿美元，这意味着在未来几年，grok的估值可能在500亿到1500亿美元之间都有可能。

So if Tesla buys an equity stake in that now obviously the sooner the better and I have to say in a rebel taxi future the ability to have a conversation with your vehicle is a pretty enticing feature simply put if Tesla were to go through with this then owning Tesla shares would also give you access to some of the upside when it comes to X AI and grok and replying to SMR talking about why X AI and Tesla makes a lot of sense Elon said this does seem like a compelling argument but it must go through a formal Tesla board process and independent valuation.

所以，如果特斯拉现在购买该公司的股权，显然越早越好。我必须说，在未来的出租车领域，与你的车辆进行对话是一个相当诱人的功能。简而言之，如果特斯拉真的付诸行动，拥有特斯拉股票也将使你能够分享到X AI和grok及回答SMR的好处。艾伦谈到为什么X AI和特斯拉是合理的时表示，这确实是一个有说服力的观点，但必须经过特斯拉董事会的正式程序和独立估值。

From here the main question now becomes from a Tesla board perspective what reasons if any would they be able to think of for not wanting to do this typically in cases like this valuation opinions can be stumbling blocks but should be something they can get over because the upside for something like this over the next five to ten years is pretty massive it really does seem like something Tesla should do today Elon said all design and engineering of the original Tesla roaster is now fully open source whatever we have you now have could this be a prelude to Tesla making an announcement about the roaster 2.0 one can hope in the event you'd like to build your own original roaster the instructions are now online sc robinson shared this image of a sign outside of a buckies that said you could be gaming in a Tesla arcade right now with a QR code. to schedule a test drive

从特斯拉董事会的角度来看，现在的主要问题是，是否有任何理由他们不愿意这样做。通常，在这种情况下，估值意见可能成为绊脚石，但他们应该能够克服这个问题，因为未来五到十年对于这样的事情的上涨潜力非常巨大。这似乎确实是特斯拉今天应该做的事情。埃隆说过，特斯拉的原始Roaster的所有设计和工程都是完全开源的，我们拥有的任何东西，你们现在也拥有，这是否预示着特斯拉将宣布关于Roaster 2.0的消息？人们可以寄望。如果你想自己组装原始Roaster，现在可以在线找到说明书。SC Robinson分享了一张巴基斯店外的标志图片，上面写着你现在可以在特斯拉的游戏机中游戏，带有一个QR码。如果你想安排试驾，请预约。

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要是我告诉你现在可能有超过20家不同的数据经纪商将你的个人公开信息列在网上，甚至更糟的是，他们实际上还在将这些信息卖给其他公司，你会怎么想呢？我是如何知道的呢，因为我亲自查过，结果发现有49家不同的数据经纪商都在网上有我的个人信息，所幸我找到了"Delete Me"（删除我），他们最终同意赞助了这个视频。不过说实话，即使他们不赞助，我也会推荐他们的服务，特别是如果你注重隐私。简单来说，"Delete Me"可以节省你数十甚至数百个令人沮丧的小时，不用一个一个地打电话或联系所有这些数据经纪商要求删除你的数据。为什么要这么做呢？因为很多身份盗窃、网络钓鱼和追踪问题都源于恶意行为者从这些经纪商那里获取了你的数据。更糟糕的是，当有人从经纪商那里购买你的数据时，他们还能看到关于你亲属的信息。"Delete Me"会定期向你提供报告，因为他们会不断扫描网上以获取你的个人数据，并为你删除它们。为什么我选择相信他们处理我的个人数据呢？嗯，我几乎看过所有关于他们的YouTube视频评论，感觉非常好。他们总部位于美国，已经经营了十多年。在报告中，他们向你展示了你的信息移除的当前状态以及被删除的来源。所以，如果你想尽可能地避免诈骗电话、网络钓鱼邮件和身份盗窃问题，"Delete Me"将是一个非常值得尝试的服务，可以为你节省大量时间和压力。如果你想了解更多，可以访问join.delete me.com/electrified，并使用我的优惠码"electrified"获得8折优惠，链接在描述中提供。感谢"Delete Me"的支持，也感谢你们所有人对频道的支持！

Jeff Roberts shared a few images of the Cybertruck at gigatexas one I wanted to share in this image you can clearly see the path of the gigawiper definitely leaving some area on the passenger side the question becomes will that be annoying for the passenger what do you think

杰夫·罗伯茨在gigatexas分享了几张Cybertruck的照片之一，我想与大家分享。在这张照片中，您可以清楚地看到gigawiper的清洁路径，它明显在乘客一侧留下了一些区域。问题是这是否会让乘客感到恼人，你认为呢？

do you remember that chinese protester at the shanghai auto show saying that the brakes failed on her model three causing her to get in an accident well tesla sued her and ended up winning the case the court ordered the protester to apologize publicly pay damages to tesla and cover vehicle evaluation fees altogether she'll have to pay just over six thousand us dollars good to see justice served

你还记得上海车展上那位中国抗议者吗？她声称她的 Model 3 刹车失灵导致她出车祸。结果特斯拉对她提起了诉讼，并获得了胜诉。法院命令这名抗议者公开道歉，向特斯拉支付赔偿金，并承担车辆评估费用。总的来说，她需要支付略高于六千美元。看到正义得到伸张，真是令人欣慰。

on the tesla sweden situation according to a mediator who contacted tesla representatives elon musk has issued an order for the swedish branch not to sign a collective agreement with if metall the last discussion that took place between the two sides was on november sixth just in case you thought elon and tesla might cave here think again we still have roughly 90 percent of tesla employees not joining in on the strike

据一位与特斯拉代表取得联系的调停员透露，埃隆·马斯克下令瑞典分公司不与瑞典金属工会签订集体协议。双方最后一次讨论是在11月6日。万一你认为埃隆和特斯拉可能在这里做出让步，再想一想。我们仍然有大约90%的特斯拉员工没有加入罢工。

so far through november tesla registered 858 new cars according to car.info which would be up 55 percent compared to november of last year however now we have some swedish companies saying they are stopping buying tesla vehicles and some others saying that they've implemented a purchasing freeze when it comes to tesla and they've withdrawn orders that have been placed

根据car.info的数据，截至11月底，特斯拉已注册858辆新车，相比去年11月增长了55%。然而，现在有一些瑞典公司表示他们将停止购买特斯拉车辆，其他一些公司也表示对特斯拉的采购冻结并取消之前的订单。

today we have new jersey announcing that by 2035 they're looking to ban all new sales of ice vehicles this law will come into effect starting in 2027 where manufacturers have to ensure that zero emission vehicles represent 42 percent of sales in the state with that percentage increasing each year until 2035 this would make new jersey the ninth state so far to enact legislation banning ice sales

今天，新泽西州宣布，到2035年，他们计划禁止所有新的内燃机动车的销售。该法律将从2027年开始生效，届时制造商必须确保零排放车辆在该州的销售中占比42％，并且这一比例将逐年增加，直至2035年。这将使新泽西成为迄今为止第九个实施禁止内燃机车销售的州。

a quick psa if you check tesla's new inventory page you will find some model y discounts up to three thousand dollars michael fang shared a screenshot from the tesla app saying a model y hepafilter retrofit for vehicles 2021 and older is now available through the request for service the average cost for this that people are reporting is between 250 and 300 dollars and if it's saying that your vehicle is not eligible there's a chance if you have a 2021 year model you already have a hepafilter i'm just guessing here but if you do this for your older model y and you have the hepafilter then tesla would be able to enable by a weapon defense mode through a software update just my speculation

快速提醒，如果你查看特斯拉的新车库存页面，你会发现一些Model Y折扣高达3000美元。Michael Fang分享了一张特斯拉应用的截图，显示2021年及之前车型的Model Y车辆现在可以通过服务请求安装HEPA过滤器。根据人们的报告，这个安装的平均费用在250到300美元之间。如果显示你的车辆不符合条件，如果你有一辆2021年款车型，很有可能你已经安装了HEPA过滤器，这只是我猜测。如果你给你的旧款Model Y安装了HEPA过滤器，特斯拉可以通过软件更新启用武器防御模式，这只是我的猜测。

a local news source in buffalo is reporting that there is a bed bug infestation at gigafactory 2 in buffalo new york workers shared some images with the news station and said the outbreak began last thursday the employees said that chemicals were sprayed inside the factory that was supposed to eradicate the bed bugs but some employees were having adverse reactions to the chemical the employees are saying they've had to use their own paid vacation or sick time to avoid these conditions and osha rep did say that they have received dozens of calls regarding the bed bugs in the factory however osha also said it's investigating everything going on but it does not have any specific workplace standards for bed bugs

据布法罗的一家当地新闻来源报道，纽约布法罗的Gigafactory 2出现了严重的臭虫疫情。工人们与新闻站分享了一些图片，并表示疫情始于上周四。员工们称在工厂内喷洒了一种本应除虫的化学物质，但有些员工对该化学物质产生了不良反应。员工们说他们不得不动用自己的付费假期或病假来避免这种状况。职业安全与健康管理局（OSHA）的一名代表确实表示他们已接到数十个与工厂内臭虫相关的电话投诉，然而OSHA也表示他们正在对所发生的一切进行调查，但对于臭虫并没有具体的工作场所标准。

lately tesla has had some key autopilot and fsd trial victories and they might have to defend themselves yet again a florida judge found reasonable evidence that elon and tesla executives knew that the vehicles had a defective autopilot system but still allowed the cars to be driven anyway this one stemming from a fatal crash back in 2019 involving steven banner and now we have his wife acting as the plaintiff coming against tesla the judge's ruling now means this can proceed to trial and can bring punitive damages claims against tesla the florida judge found evidence tesla engaged in a marketing strategy that painted the products as autonomous and that elon's public statements about the technology had a significant effect on the belief about the capabilities of the products the judge also found that banner's wife should be able to argue to jurors that tesla's warnings in its manuals and click wrap agreement were inadequate the judge said it would be reasonable to conclude that the defendant tesla threw its ceo and engineers was acutely aware of the problem with autopilot failing to detect cross traffic this case really is focusing on autopilot not fsd the judge cited that video from 2016 of a tesla vehicle driving itself saying absent from that video is any indication that the video is aspirational or that this technology does not currently exist in the market tesla lawyers you're up

最近，特斯拉在自动驾驶和自动驾驶全自动驾驶系统方面取得了一些重要的胜利，但他们可能不得不再次为自己辩护。佛罗里达州的一位法官发现有合理证据表明埃隆和特斯拉高管们知道车辆的自动驾驶系统存在缺陷，却仍然允许汽车继续上路。这起案件源于2019年一起致命事故，涉及史蒂文·班纳，现在他的妻子作为原告起诉特斯拉。法官的裁决意味着这起案件可以继续进行审判，并可以对特斯拉提起惩罚性赔偿诉讼。佛罗里达州的法官还发现特斯拉参与了一项将产品描绘成自主的营销策略，并且埃隆关于技术的公开声明对人们对产品能力的信念产生了重大影响。法官还发现班纳的妻子有权向陪审团辩称特斯拉在其手册和点击协议中的警告是不充分的。法官说，可以合理地得出结论，被告特斯拉通过其首席执行官和工程师们对自动驾驶系统检测横向交通失败的问题非常明确地知情。这起案件实际上聚焦在自动驾驶上，而不是全自动驾驶。法官援引了2016年一段特斯拉自动驾驶车辆驾驶自己的视频，并表示该视频中没有任何迹象表明该视频具有抱负性，或者该技术目前在市场上不存在。特斯拉的律师你们可以开始辩护了。

In some potentially very exciting news, we have car sales reporting that Tesla is bringing a Model 3 performance vehicle to the market in the first half of 2024. They did give up their source, this was coming from Daniel Hoe, the Australian chief engineer. He said the Model 3 performance will be "pretty special". With regard to the Model 3 performance, back in 2017, Tesla said it left a few things on the table, in part due to the production challenges. Tesla suggested there was loads more potential with the original performance Model 3, but the goal at the time was to deliver that car in high volume. The company says its intention with the '24 Model 3 performance is to address that and realize that potential, with driving enthusiasts at the center of significant engineering work that is taking place. They said straight line performance will be improved from the prior version, but it will also have other hardware and software changes. They mentioned bigger brakes, a step up in tires, a more aggressive body kit, and interior design tweaks as well as trim upgrades. This isn't just out of the blue, over the past few months we've seen some hints like the potential bucket performance seats. Here's another shot. This news is certainly not official but it does indeed seem pretty likely, and yes, there will be some level of the "aussborn effect" taking place here, but the truth is we've already been experiencing that with the Model 3. Plus, there was a benchmark interview with the CEO of one of Europe's largest and oldest mining companies. The simple takeaway though, if you want to have access to a large supply of nickel, you can't ignore Indonesia. Here it is if you missed yesterday's video, just a little something I've been working on, on and off for the past year. Really this is one project I've been working on. It's been an incredible few years with Electrified and it's been a pleasure getting to know some of you. When I stop and think about our common interests, whether it's being a fan of Elon, an owner of Tesla stock, a lover of technology, manufacturing or innovation, an owner of a Tesla product, someone who desires a cleaner sustainable future, or some combination of those, it's hard not to be grateful for the story we all get to watch unfold. I'm thankful every single day for every one of you that makes this community what it is, and I wanted us all to have a way to outwardly express our shared interests and really our shared mission. My hope is that these products serve as conversation starters so we all have easy ways to share the real Tesla story. And look, it's true, most creator stores are not great, the quality is subpar and you end up not wearing whatever you buy. I went back and forth with different suppliers for months, actually wearing, washing, testing and redesigning everything. I have to say, the process was worth it and I find myself wearing or using these products all the time. I will roll out new products periodically as things happen in the Tesla verse and we know Elon gives us quotable moments pretty often. For now, we're only shipping to the United States, but in time we do plan to expand that more globally. You can find the store at electrified dot shop and it'll always be in the descriptions below. But whether you ever grab something or not, I do want to say thank you to each and every one of you who has been a part of Electrified. I am forever grateful for this season and I'm excited to keep watching this transition to a cleaner, better, more enjoyable future with all of you. Cheers! Don't forget, check out DeleteMe linked below, take advantage of the discount. It's true that my wife's peace of mind has been going up like Tesla stock back in 2020, now that we've been using DeleteMe. Hope you all have a wonderful and a safe Thanksgiving! My next upload will be this coming Monday. You can find me on X, linked below. Please like the video if you did and a huge thank you to all of my Patreon supporters. You.

有一些潜在非常令人兴奋的消息，汽车销售报告称特斯拉将在2024年上半年推出Model 3性能车型。他们引用了消息来源，来自澳大利亚首席工程师丹尼尔·霍。他表示Model 3性能车将是“非常特别的”。关于Model 3性能车，在2017年，特斯拉表示由于生产挑战，他们没有充分发挥其潜力。特斯拉暗示原版Model 3性能车还有更多潜力，但当时的目标是以大规模交付该车型。公司表示，“24款Model 3性能”旨在解决这个问题，并实现潜力，以驾驶爱好者为中心进行重大工程工作。他们表示，这款车的直线性能将比之前的版本有所提高，但也会有其他硬件和软件改变。他们提到了更大的刹车、升级轮胎、更激进的车身套件以及内饰设计调整和装饰升级。这不仅仅是突然出来的，过去几个月我们已经看到了一些线索，例如潜在的桶状性能座椅。这个消息虽然不是官方消息，但似乎非常可能，并且确实会发生一定程度的“奥斯伯恩效应”，但事实上我们已经在Model 3上经历了这种效应。此外，还有一次与欧洲最大最古老矿业公司首席执行官的对标采访。然而，简单来说，如果你想拥有大量的镍供应，不能忽视印度尼西亚。如果你错过了昨天的视频，这是我过去一年一直在努力的一个小项目。对于Electrified来说，过去几年真是不可思议，认识了你们中的一些人也是一种乐趣。当我停下来思考我们共同的兴趣时，无论是喜欢伊隆、持有特斯拉股票、热爱科技、制造业或创新、拥有特斯拉产品、追求更清洁可持续的未来，或者以上种种的结合体，很难不为我们所共同见证的故事感到感激。我每天都为你们每一个人，让这个社区成为现在这个样子而心存感激，并希望我们所有人都能以某种外在的方式表达我们共同的兴趣，以及我们共同的使命。我希望这些产品能成为交流的开端，让我们有简单的方式分享真正的特斯拉故事。而且，事实上，大多数创作者店铺并不好，质量低劣，你最终不会穿上任何你购买的东西。我和不同的供应商反复商议了几个月，实际上穿着、清洗、测试和重新设计一切。不得不说，这个过程是值得的，我发现自己一直穿着或使用这些产品。随着特斯拉界发生的事情，我将不时推出新的产品，伊隆经常给我们带来可引用的时刻。目前我们只在美国发货，但将来我们计划扩大全球范围。你可以在 electrified dot shop 网店找到这些产品，链接始终在下方的描述中。不管你是否购买，我都要感谢曾经参与过Electrified的每一个人。我对这个阶段永远心存感激，并且很高兴能和你们一起见证向更清洁、更好、更愉快的未来迈进。干杯！别忘了，点击下方链接去看看DeleteMe，享受折扣。事实上，后来我们开始使用DeleteMe后，我妻子的安心程度就像2020年特斯拉股票一样飙升。希望大家度过愉快而安全的感恩节！下次上传将在本周一进行。你可以在下方找到我的个人主页，别忘了点赞和感谢所有我的Patreon支持者。你们。