The Race Heats Up: Tesla, AMD, NVIDIA / Greatest AI Opp. of Our Time / Tasha on Tesla ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up today, Cyber Truck is officially in China and, no surprise, attracting many people's attention. We also got this short video of a cyber truck pulling into a Tesla showroom in China and you can see all of the people huddled around it taking video per the usual.

欢迎来到Electrified，我是主持人Dylan Loomis。今天首先要介绍的是，Cyber Truck正式进入中国，并且毫不意外地吸引了许多人的注意。我们还得到了这段在中国特斯拉展厅里一辆Cyber Truck开进的短视频，你可以看到许多人聚集在周围拍摄视频，这是情理之中的事情。

This drive Tesla Canada article didn't have any special information, it was really just using the comments from the Q4 call when Tom Zu said that based on their current conversion rate, they're expecting to fill out their 2024 production allotment relatively soon. And so far, no Canadian customers have actually got emails to place their order. Canadians therefore may be waiting until 2025 to get their hands on a cyber truck.

这篇关于特斯拉加拿大的文章没有什么特别的信息，实际上只是引用了第四财季的通话中Tom Zu的评论。他说根据当前的兑换率，公司预计很快就能填满2024年的生产分配。到目前为止，没有加拿大客户收到实际下单的电子邮件。所以加拿大人可能要等到2025年才能购买到Cybertruck。

This is the homepage of the DelVal International School District where it's showing Tesla donating $600,000 for a new Gigafactory for their manufacturing studio with a cyber truck in the background. DelVal is in Travis County, Texas. Currently they have just over 11,000 students spanning elementary schools, middle schools, high schools, and a few others. This P-Tech Manufacturing Studio is a four-year program preparing students for careers in robotics and automation. The Tesla team is proud to help provide manufacturing and automotive training equipment and already 144 students have been hired into full-time Tesla jobs through the Manufacturing Development Program. This partnership between Tesla and DelVal started back in 2021 when they created a student training program for high school students that were interested in working at Gigatexas.

这是DelVal国际学区的主页，展示了特斯拉为他们的制造工作室捐赠600,000美元建设一座新的Gigafactory，背景是一个赛博卡车。DelVal位于得克萨斯州特拉维斯县。目前，他们拥有超过11,000名学生，涵盖了小学、中学、高中和其他几所学校。这个P-Tech制造工作室是一个为学生提供机器人和自动化职业培训的四年计划。特斯拉团队很自豪能够提供制造和汽车培训设备，已经有144名学生通过制造发展计划被雇佣为特斯拉的全职员工。特斯拉和DelVal之间的合作始于2021年，当时他们为有兴趣在Gigatexas工作的高中生创建了一个学生培训计划。

Martin Vieja spilled the beans on the Model 3 Plus performance saying congrats James May who used to work at Top Gear. Martin said you should get the performance one once that comes out. So if it wasn't official before, I think this is enough to make it official now. Sadly, the big question still remains when is the performance Model 3 Plus coming out but hopefully this removes any doubt if there was some left.

马丁·比耶哈泄露了Model 3 Plus性能方面的情况，恭喜詹姆斯·梅，他曾在《Top Gear》工作。马丁说一旦发布了性能版，你应该选择它。所以如果以前还不是官方消息，我认为现在已经足够公开了。遗憾的是，关于性能版Model 3 Plus什么时候发布这个大问题仍然存在，但希望这能消除任何疑虑（如果还有）。

Here we have a Tesla software update that's already been pushed and the problem has been fixed. It had to do with a software glitch where the backup camera may not function when the car is in reverse. This covered 200,000 Tesla Model Ys and X vehicles from 2023. A cyber truck owner shared this screenshot of his user interface and at the bottom you can see locking differential controls coming soon. Lockers as they're called can lock the axles together to provide all of the torque that's available to the tire that has the traction which can make the off-road experience much more enjoyable. In an off-road situation where your traction may be limited and one tire is slipping or spinning, that's where these locking differentials will come in.

这里有一次特斯拉软件更新已经发布，并且问题已经修复。这个问题与软件故障有关，当汽车倒车时，备用摄像头可能无法正常工作。此更新涵盖了2023年生产的20万辆特斯拉Model Y和X车型。一位塞伯特卡车车主分享了他的用户界面截图，底部可以看到差速锁控制即将到来。差速锁可以将车轴锁定在一起，以提供给具有牵引力的轮胎所有可用的扭矩，从而让越野体验更加愉快。在牵引力有限且一个轮胎打滑或旋转的越野情况下，差速锁将发挥作用。

Checking fuel economy.gov we now have 8 different variants of the VW ID4 that all qualify for the full $7,500 tax credit. This car is produced in Chattanooga, Tennessee and does start around $38,000 last year in the US alone. The ID4 sold roughly 30,000 units. The tech and the specs with the ID4 will not knock your socks off but it now starts at $31,500 compared to the cheapest you can get into a Model Y after the tax credit of about $36,500 so about $5,000 more affordable for the entry ID4. Is it worth the savings though for all of the tradeoffs? As we know that's an entirely different question.

翻译为中文：查看燃油经济性网站，我们现在有8种不同版本的大众ID4，全部都有资格获得7500美元的税收减免。这款车在田纳西州查塔努加生产，去年在美国的起价约为38000美元。ID4大约售出了30000辆。虽然ID4的技术和规格不会给你留下深刻印象，但相比税收减免后的Model Y的最低起价约36500美元，ID4现在的起价为31500美元，入门级ID4便宜了约5000美元。然而，值得这些妥协来换取节省吗？正如我们所知，这是一个完全不同的问题。

Kathy Hochl, the first female governor of New York State today just announced two giant computing projects totaling more than $900 million in state and private sector investment. As part of that $900 million total, Tesla will be spending more than $500 million over 5 years to install a dojo supercomputer at Giga New York. The other $400 million will be for an empire AI computing center at the University of Buffalo. Elon chimed in saying the governor is correct, this is a dojo super computer but $500 million while obviously a large sum of money is only equivalent to a 10,000 H100 system from Nvidia or about 50,000 a pop. Tesla will spend more than that on Nvidia hardware this year. The table stakes for being competitive in AI are at least several billion dollars per year at this point. Then Elon was asked if Tesla has any plans to buy chips from AMD to which Elon said yes.

凯西·霍赫尔为纽约州第一位女性州长，她今天宣布了两个巨大的计算项目，总投资超过9亿美元，涉及州政府和私营部门的资金。在这9亿美元中，特斯拉将在5年内投资超过5亿美元，在纽约盖加工厂安装一个超级计算机。另外的4亿美元将用于布法罗大学的帝国人工智能计算中心。埃隆表示，州长是正确的，这确实是一个dojo超级计算机，但500万美元难免是一笔巨款，只能买一台英伟达的10,000 H100系统，或者大约50,000台。特斯拉今年购买英伟达硬件的支出将超过这个数额。目前，在人工智能领域保持竞争力的成本至少需要每年几十亿美元。然后有人问埃隆特斯拉是否有计划购买AMD芯片，埃隆表示是的。

Pretty interesting timing for Elon to chime in on the AMD chip acquisition as just a few weeks ago AMD announced their MI 300X GPU that's supposed to be a direct competitor to the Nvidia H100. AMD has claimed the MI 300X outperforms the H100 across various critical metrics. AMD is expecting the MI 300X chips will be the quickest product to surpass a billion dollars in sales. A milestone it projects will be reached around mid 2024.

对于埃隆评论AMD芯片收购的时机非常有趣，因为就在几周前，AMD宣布了他们的MI 300X GPU，它被认为是Nvidia H100的直接竞争对手。AMD声称MI 300X在各种关键指标上优于H100。AMD预计MI 300X芯片将成为首个销售额超过十亿美元的产品，并预计在2024年年中达到这一里程碑。

Certainly encouraging to hear this from Tesla right after reiterating those long shot comments. Doing the math though if we assume Tesla spends roughly $3 billion on Nvidia and AMD chips that means the dojo spent on this project is only about 16% of that. However if you've been following along over the past few months we've also heard that Tesla was working on that bunker at Gigatexis for another dojo super computer As I said yesterday even if dojo is a long shot I love to see Tesla taking the risk because looking at their track record they have a pretty good one when it comes to making long shots successful and we know Tesla started this dojo project at a facility in Palo Alto. Additionally Elon told us last year Tesla plans to invest well over $1 billion in developing dojo by the end of this year. Between Palo Alto, Gigat Austin and now this new facility in Buffalo, Tesla most likely on track for over a billion dollars spend with dojo already.

很鼓舞人心，听到特斯拉在重申那些很难实现的评论后又提出这样的说法。不过，如果我们假设特斯拉在Nvidia和AMD芯片上的花费大约为30亿美元，那么在这个项目上投入的实验室费用只占其中的约16%。然而，如果你在过去的几个月一直在关注的话，我们还知道特斯拉正在Gigatexis的掩体上建造另一个dojo超级计算机。正如我昨天所说，即使dojo是一个很冒险的项目，我也很欣赏特斯拉愿意承担风险，因为从他们的历史纪录来看，他们在实现冒险目标方面非常成功，而且我们知道特斯拉在帕洛阿尔托的一间设施开始了这个dojo项目。此外，埃隆去年告诉我们特斯拉计划在今年年底之前投资超过10亿美元来发展dojo。从帕洛阿尔托到Gigat Austin，再到如今在布法罗的这个新设施，特斯拉很可能已经在dojo上花费了超过10亿美元。

I think Elon's announcement that Tesla's going to buy AMD chips as well is almost as important as this dojo announcement because we know it can be tough to get those H100s from Nvidia. At this point Tesla is just buying as much compute power as it can get since that is the limiting factor when it comes to training all of this video data. Going forward now they'll have three main options to see which one works the best and they can iterate from there.

我认为埃隆宣布特斯拉也计划购买AMD芯片几乎和道场计划一样重要，因为我们知道从英伟达那里获得H100芯片可能会很困难。在这一点上，特斯拉只是尽可能购买更多的计算能力，因为这是训练所有视频数据时的限制因素。从现在开始，他们将有三个主要选项来看哪个方案效果最好，并可以从中进行迭代。

What I'm about to share with you is actually what kick started biohacking in Silicon Valley. The coders and the gamers were looking for a way to stay fueled without having to stop to take a break. Soilent is the sponsor of this video but here's the truth. Like most humans actually and I get craving sometimes for things like cookies or ice cream. Soilent has become an awesome snack replacement to satiate those cravings but also to get key nutrients. You can start with a variety pack. Taste is subjective but Ashley and I's favorites mint chocolate and creamy chocolate. Soilent is portable they don't require refrigeration. There's no artificial colors or flavors. It's vegan and gluten free. There are 20 grams of protein in every serving and only one gram of sugar. Ashley and I think they taste great and they have healthy fats which really do help fuel my brain through the later hours in the day. Kansaw Research did a study of over 40,000 people and Soilent won product of the year and it's been dubbed the world's most perfect food. Despite the hype and all of the demand they've kept their products affordable. The first 500 people to use my link in my code electrify 30 will get 30% off their first subscription the link is in the description below. Enjoy.

我即将与你们分享的实际上是在硅谷推动生物黑客运动的起点。编程人员和玩家们正在寻找一种既能提供能量又不需要停下来休息的方法。Soilent是此视频的赞助商，但以下是事实。与大多数人一样，我有时会渴望吃饼干或冰淇淋。Soilent已成为令人满足这些渴望且同时摄入关键营养物质的可口零食替代品。你可以从各种口味开始。口感因人而异，但Ashley和我最喜欢的是薄荷巧克力和奶油巧克力口味。Soilent易于携带，无需冷藏。它不含人工色素或香料，且适合素食者和无麸质饮食。每份含有20克蛋白质和仅含1克糖。Ashley和我认为它们口味很好，而且其中富含的健康脂肪确实有助于在一天的后期提供脑力。Kansaw Research对超过40,000人进行了研究，Soilent获得了年度最佳产品，并被誉为世界上最完美的食物。尽管备受宣传和需求大增，但他们保持了产品的价格亲民。首先使用我在描述框中提供的链接和代码"electrify30"的前500人将获得首次订阅30%的折扣。请查看描述框中的链接。希望你们喜欢。

The purchase of an EV is completely discretionary and so when you lay over some of the concerns that you know I mentioned a little earlier you know combined with an economy that's somewhat uncertain. You know from a pricing standpoint it could be it could be a tough year for selling EVs. It's going to continue to grow on that front today. Polestar just announced it plans to cut around 450 jobs globally or about 15 percent of its total workforce amid challenging market conditions. They'll also reduce their external spend and now we have some analysts calling for Polestar to go private again. All time Polestar stock is down about 77 percent and sits at roughly a four and a half billion dollar market cap.

购买电动车完全是自由选择的，因此当你考虑到一些之前提到的担忧，再加上经济目前有些不确定，从定价的角度来看，销售电动车可能会面临一年的困难。此领域的增长将继续进行。 Polestar刚刚宣布计划在全球范围内裁员约450人，约占其总员工的15％，原因是市场形势不容乐观。他们还将减少对外开支，现在一些分析师呼吁Polestar再次私有化。Polestar的股价已经下跌约77％，市值约为45亿美元。

That Elon tweet back in 2018 about factory workers potentially losing some of their stock options if they were to unionize is under scrutiny again. This time a US appeals court is considering whether the National Labor Relations Board has the power to police social media. The takeaway so far it's not clear how the court is leaning. One circuit judge said it seems to me if we uphold a categorical barrier where the NLRB can't consider what's on Twitter it just creates a potential wild west of unfair labor practices that could never be addressed. The counter argument allowing the NLRB to police comments made outside the workplace would violate employers free speech rights under the constitution. Too early to know how this one ends.

埃隆·马斯克在2018年发表的有关工厂工人可能失去一部分股票选择权如果他们要组织工会的推文再次受到审查。这一次，美国上诉法院正在考虑国家劳工关系委员会是否有权监管社交媒体。迄今为止，法院的倾向尚不清楚。一位法院法官表示，如果我们维持一项绝对的障碍，即国家劳工关系委员会不能考虑Twitter上的内容，这将创造一个潜在的没有人能够解决的不公平劳动行为的“无政府状态”。反方的论点是，允许国家劳工关系委员会监管在职场外发表的评论将违反雇主在宪法下的言论自由权利。现在还为时过早，不知道这个问题最终会如何解决。

You know Tesla is the spahimith in the AI space. It's going to be one of the greatest AI opportunities of our time and I think to ignore that is frankly wrong when thinking about the stock so I'm excited about it. I mean when you look at EVs as a whole traditional automakers are cutting back on their electric vehicle platforms. I mean that's a bad idea because EVs are already cost competitive with gas powered cars and guess what it's only going to get cheaper so this is the future and Tesla is the leader there.

你知道特斯拉是AI领域的先驱者。这将是我们这个时代最重要的AI机遇之一，我认为如果在考虑投资时忽视这一点，简直是错了。所以我对此感到兴奋。我是说，总体而言，传统车企正在减少他们的电动车平台。这是一个糟糕的想法，因为电动车已经具备与汽油车竞争的成本优势，而且你知道的，它的价格只会越来越便宜。所以这就是未来，而特斯拉是领导者。

Yes so you know we're currently updating our model look out for let's say for the next few months an updated price target for MOSFRA at 2028 and actually our big ideas deck or annual research presentation on you know the technologies that we cover as a whole is coming out soon so that'll give you a little preview.

是的，你知道我们目前正在更新我们的模型，请留意接下来几个月对MOSFRA的更新价格目标，并且我们的大想法展示或年度研究展示即将发布，展示的是我们所涵盖的技术领域，这将为你提供一点预览。

From renew economy in the Australian market battery storage is now the dominant player in the provision of key services to the grid. Batteries took a 50% share in the frequency and ancillary services fca s market in the December quarter up 38% from a year earlier. Part of the reason is the speed and versatility of battery storage and these systems are the only technologies quick and smart enough to respond competitively. Overall total frequency and ancillary service cost for the quarter were $33 million a $6 million reduction from the September quarter last year and it was just slightly more than half the $64 million cost of the same quarter in 2022.

根据澳大利亚市场的Renew Economy报告，电池储能现在成为向电网提供关键服务的主要参与者。电池在12月份的频率和附加服务市场占比达到50%，比去年同期增长了38%。部分原因是电池储能的速度和多功能性，这些系统是唯一可以迅速、智能地具有竞争力的技术。整体而言，本季度频率和附加服务的总成本为3300万美元，比去年9月份季度减少600万美元，仅略高于2022年同期的6400万美元成本的一半。

We want to deploy zero emissions via polls reduce our carbon footprint but we still got to make sure we can run our operations and deliver our goods across the country. Pepsi operates about 21 Tesla semis out of their Sacramento distribution center. Their goal is to work out any operational challenges that come with replacing diesel power trucks which can cover more than a thousand miles on a tank. These trucks can run up to 500 miles on a single charge in a single day so between two drivers one truck 24 hours we were able to run 1,076 miles on a single electric truck so we've got 750 kilowatt chargers here in Sacramento to allow us to charge those trucks quickly. Pepsi continues to be a great champion for the Tesla semi and hopefully by the end of this year we start to see that volume production in giga Nevada and I would imagine the semi is going to have some pretty healthy margins. As always once the production line is running closer to scale.

我们希望通过使用零排放的电动卡车来减少碳足迹，但我们也要确保能够运营和交付我们的货物到全国各地。百事可乐在其萨克拉门托配送中心目前使用大约21辆特斯拉半挂车。他们的目标是解决替代柴油卡车带来的运营挑战，后者可以在一箱燃油行驶超过一千英里。这些电动卡车可以在一天内一次充电的情况下行驶多达500英里，因此在两个司机的情况下，我们可以在24小时内让一辆卡车行驶1,076英里，为此我们在萨克拉门托安装了750千瓦的快速充电设施。百事可乐依然对特斯拉半挂车抱有很大的期望，希望到年底时我们能看到其在内华达吉格工厂的大规模生产，并且我相信半挂车会有相当可观的利润率。生产线一旦达到规模化运行，将会更加如流水般高效。

For some context on Tesla deploying 14.7 gigawatt hours of battery storage in 2023, Germany's total cumulative installs as of the end of 2022 stood at 6.5 gigawatt hours across all market segments rising to 11.2 gigawatt hours by the end of 2023. Translation Tesla installed more battery energy storage than Germany has cumulatively as of the end of last year.

在了解特斯拉将于2023年部署14.7千兆瓦时的电池储存的背景上，截至2022年底，德国的总累计安装容量为6.5千兆瓦时（在所有市场领域），预计到2023年底将增至11.2千兆瓦时。简明表述特斯拉安装的电池储能系统超过了德国至去年年底的总累计容量。

So first I'll say on Robotaxes I mean you know I encourage everyone to look at the videos online that are coming out of FSD full self-driving version 12. It's amazing. It drives like a human. People are doing full drives, zero interventions. So the fact of the matter is Robotaxes are already possible today just in you know select areas. I'm not saying it works everywhere right but we have evidence that it's possible. We see other companies like Waymo also telling us that it's possible but Tesla itself has great technology and when we think of scale and you know the number of cars that they're producing to put this in perspective the data advantage that Tesla has is orders of magnitude higher than other players. Tesla has is able to look at data from more than 2 million miles per day of customers driving in full self driving mode. You know that compares with other players like Waymo that you know they might have collected single digit millions in the lifetime of the project. So again I think Robotaxes are already here. Don't miss this opportunity.

首先，我想说一下有关机器人出租车的问题。我鼓励大家观看在线发布的FSD全自动驾驶12版的视频，真的很惊人。它的驾驶表现就像人类一样，人们进行全程驾驶时几乎没有干预。事实是，虽然目前只在某些地区实现了机器人出租车，但它已经是可能的。我们也看到像Waymo这样的其他公司也告诉我们这是可能的，但特斯拉本身拥有很好的技术，并且从规模和生产的汽车数量来看，特斯拉在数据优势方面要比其他竞争对手高出一个数量级。特斯拉每天都能获得超过200万英里的客户全自动驾驶模式的行驶数据。与此相比，像Waymo这样的其他竞争对手也许在项目的整个历程中只收集到了几百万英里的数据。所以，我再次认为机器人出租车已经来了。不要错过这个机会。

The board chair of Mercedes dealerships is saying that the industry needs to get a better handle on demand and adoption rates for electric vehicles. He said I think adoption rates maybe didn't fall into some of the numbers we would have hoped for which would have made this transition a little bit easier. We want to help shape their sales programs in this world where the adoption rates are not equal across the country. That's a real challenge for every manufacturer. How do you deal with California that's at 40 or 50% either adoption and maybe New York that's 15% with others at 5% when asked what the biggest challenge for Mercedes dealers in 2024 would be figuring out the adoption. Secondarily vehicle affordability is an issue and interest rates have not helped.

梅赛德斯经销商董事长表示，该行业需要更好地掌握电动车的需求和采用率。他说：“我认为，采用率可能没有达到我们所希望的一些数字，这本应使过渡变得更容易一些。我们希望在这个采用率在全国范围内不均等的世界中帮助塑造他们的销售计划。这对于每个制造商来说都是一个真正的挑战。当被问及2024年梅赛德斯经销商面临的最大挑战是什么时，他回答道，找到采用率是一个难题。其次，车辆可负担性是一个问题，而利率并没有起到帮助作用。”

There's one other issue investors need to look at and that is for the last 10 years when it comes to EVs it's all been about range and price. Now it's moving over to being about tariffs and privacy because as you point out you know will Tesla and will BYD come to the US they're absolutely coming to the US already selling buses here successfully they've started selling in Europe but consumers are increasingly going to ask the question do I feel comfortable driving a car with a Chinese IoT device that knows where I'm going maybe listening in on me that's a big issue and then the tariff issue is another big one.

还有一个问题是投资者需要关注的，那就是在过去的十年里，电动车（EVs）一直以来都是关注里程和价格。现在，关注的重点转移到了关税和隐私方面。正如你所指出的，特斯拉和比亚迪（BYD）将来会来到美国，他们已经成功地在这里销售巴士，并开始在欧洲销售。但消费者越来越会问自己一个问题：是否愿意开一辆带有中国物联网设备的车，这个设备知道我去哪里，甚至可能在监听我？这是一个重大问题，而另一个重大问题则是关税的问题。

US needs to be careful on tariffs because we may feel good with a 25% tariff we've slapped on but there's a much bigger auto market in China than there is here and if China reciprocates we may think twice about that. I thought it was interesting hearing the confidence from Steve Wesley a former Tesla board member when he talked about BYD's entry into the American market more than just buses that they're already selling.

美国需要对关税保持谨慎，因为我们可能会对我们实施的25%的关税感到满意，但中国的汽车市场比美国更大，如果中国采取报复措施，我们可能会三思而后行。我认为有趣的是听到前特斯拉董事会成员史蒂夫·韦斯利谈到比起已经在卖的公交车，比亚迪进入美国市场的信心。

Model 3 plus long range deliveries have been pushed back one month to March to April the rear wheel drive variant still sits at February to March. We got a quote from Ron Barron's son David Barron saying he expects Tesla stock to reach $1,200 by 2030 up about 550% from current levels perhaps even more encouraging for some he said he still expects Tesla stock to touch around $300 in the next 12 months up from the roughly $183 right now. David manages Barron's focused growth fund which is composed of about 11% of Tesla stock so naturally you would expect some bullish comments.

Model 3长续航版本的交付时间已经推迟一个月，从三月到四月，而后驱版本仍在二月到三月之间。我们从罗恩·巴伦的儿子大卫·巴伦那里得到了一份报价，他预计特斯拉的股票价格将在2030年达到1200美元，相比当前水平大约涨了550%，甚至更令人鼓舞的是，他还表示他预计特斯拉股票在未来12个月内将上涨至约300美元，而当前价格仅约为183美元。大卫管理着巴伦集团的重点成长基金，其中约11%的股份是特斯拉股票，所以我们可以预料到他会有一些看涨的评论。

This week GM announced new plans to invest $1.4 billion over the next 5 years in Brazil for EV production. Stellantis and VW are expected to make similar investments and it sounds like they're all after some tax incentives. GM authority is also reporting that there's an enormous new structure being added in Michigan that is expected to support the production of new GM EVs. The last time we heard about this was when the Sierra and the Silverado EVs were delayed toward the end of 2025 so we'll see if anything changes.

本周，通用汽车（GM）宣布计划在接下来的5年中向巴西投资14亿美元用于电动车生产。预计斯泰尔兰蒂斯（Stellantis）和大众汽车（VW）也会做出类似的投资，并且听起来他们都在争取一些税收优惠。GM权威也报导称，密歇根州正在建造一个巨大的新设施，预计将支持新的GM电动车的生产。我们上次听到这个消息是在2025年末塞拉（Sierra）和Silverado（Silverado）电动车推迟的时候，所以我们要看是否会有什么变化。

We've talked about this one a few times before but now we have crews under investigation by almost all of the US federal agencies. Crews said it's cooperating with the Justice Department, the SEC, among other state and federal agencies examining how they handled that one pedestrian accident. Crews hired an independent law firm to review the company and the conclusion the reason for crews' failings in this instance are numerous.

我们之前已经谈论过这件事几次了，但现在我们的乘务组正在接受美国几乎所有联邦机构的调查。乘务组表示正在与司法部、证券交易委员会以及其他州和联邦机构合作，调查他们处理那起行人事故的方式。乘务组聘请了一家独立律师事务所来审查公司，并得出结论称，乘务组在这个实例中的失误原因很多。

Poor leadership, mistakes and judgment, lack of coordination in us versus them mentality with regulators and a fundamental misapprehension of Crews' obligations of accountability and transparency to the government and to the public. Even worse, even after the agencies got their hands on the full video of what happened when crews only shared a portion of it, crews still did not correct public narrative but continued instead to share incomplete facts and video about the accident with the media and the public.

糟糕的领导、判断错误、缺乏协调，以及对监管机构抱有敌对态度的"我们对他们"心态，对乘务人员向政府和公众负有的问责和透明度义务，存在根本的误解。更糟糕的是，即使在相关机构看到了克鲁斯只分享了部分事故视频的情况下，克鲁斯仍然没有纠正公众对事故的认识，而是继续向媒体和公众分享不完整的事实和视频。

Honda's first all-electric SUV the prologue is set to arrive in dealerships this March with 296 miles of EPA range, starting price $47,400. Honda said it'll have an 85kWh pack and charge up to 150kWh. The word is this car is going to be built in Mexico but the groove Honda website is saying the 2024 Honda prologue will be eligible for a tax credit up to $7,500.

本田的首款全电动SUV——Prologue将于今年3月上市，美国环境保护署（EPA）测试显示其续航里程为296英里，起价为47,400美元。本田表示该车将配备85千瓦时的电池组，并可充电至最高150千瓦小时。据传该车将在墨西哥生产，但Groove Honda网站上却表示2024款本田Prologue将符合高达7,500美元的税收抵免资格。

In Germany, Mercedes plans to sell all of its car dealerships but they said it's not because of financial problems. They're describing this move as a realignment. The article doesn't give much information, they just said these dealerships are not going to cease operations, they're just going to be sold to other operators.

在德国，梅赛德斯计划出售其所有的汽车经销商，但他们表示这并不是因为财务问题。他们将此举描述为一次重新调整。文章并没有提供很多信息，只是说这些经销商并不会停止运营，而是将被出售给其他经营者。

I'm not quite sure where this is from but John shared this image of the project midsize the third EV from Lucid Motors that's supposed to come after the Lucid gravity, still under wraps and we'll see if they can make it to production of that vehicle. This is supposed to be Lucid's Model Y.

我不太确定这是从哪里来的，但约翰分享了这张项目中型第三款来自Lucid Motors的电动车的照片，该车预计在Lucid gravity之后推出，目前仍在保密中，我们将看看他们是否能够将该车投入生产。这被视为Lucid的Y型车型。

According to some public documents, it looks like Rivian is setting up for an event on March 7th this year where they may actually unveil their R2 platform. Rivian was looking to book part of Laguna Beach for a half day public event on March 7th.

根据一些公开文件，Rivian似乎正在为今年3月7日的一场活动做准备，届时他们可能会正式发布他们的R2平台。Rivian计划在3月7日预订拉古纳海滩的一部分，进行为期半天的公开活动。

Porsche has announced its second EV, the Macon, starting at $80,400. It'll have a 100kWh battery on an 800V architecture with charging speeds up to 270kWh. Porsche said it'll release the range of this vehicle closer to delivery. Pre-orders for the Macon are open now and Porsche estimates deliveries will begin in the second half of this year.

保时捷宣布推出其第二款电动车型迈凯轮，起价为80,400美元。该车将采用100千瓦时电池，并搭载800伏特的电力架构，充电速度高达270千瓦时。保时捷表示将在交付接近日期前公布该车的续航里程。迈凯轮的预订现已开始，并且保时捷预计将在今年下半年开始交付。

This right here was a top 10 list shared by Dan Ives on what Tesla and Elon need to do to turn around the narrative on Wall Street. I'm not going to read them to you so pause if you would like.

这是丹·艾维斯分享的关于特斯拉和埃隆在华尔街扭转局势需要做的十项行动计划的前十名清单。如果你愿意，可以暂停一下，我不会给你读出来。

Don't forget check out Soilent linked below, take advantage of that discount, thank you in advance if you do.

别忘了查看下面的Soilent链接，利用那个折扣优惠，如果您能这样做，先提前感谢您。

Hope you guys 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.

希望大家周末愉快安全，如果你们喜欢这个视频，请点赞，你们可以在下方找到我的X账号，还想特别感谢所有给予我支持的Patreon赞助者。