Please, Stop Blaming Tesla / Cybertruck Owners Complaining / Karpathy Leaves OpenAI ⚡️

Welcome to Electrified. It's your host Dylan Loomis. Quick shout out to my new or updated patrons, Banjo T and John L. Thank you for choosing to support the channel.

欢迎来到《电动化》(Electrified)。我是主持人迪伦·卢米斯。特别感谢我的新粉丝或更新支持者班乔T和约翰·L。感谢你选择支持这个频道。

So far today, there have been a lot of emotional knee jerk type reactions to this headline and article from the Washington Post. Tesla employee in fiery crash may be the first FSD death. Honestly, anytime there's an article like this, my main goal is just to block out everything else and read the article, try to extract any facts about the situation, really just to see if there's anything we can learn about FSD, the current state of it, and what should or should not change going forward. I know these stories can stir up emotions on both sides, but let's just try to be stoic for a few minutes.

到目前为止，对《华盛顿邮报》的这篇标题和文章产生了很多情绪激动、一响即应的反应。《特斯拉员工在火灾中可能是首位FSD（全自动驾驶）死亡人员》。说实话，每当有这样的文章出现，我的主要目标就是把其他一切都屏蔽，专心阅读文章，试图提取出这种情况的任何事实，真正看看我们是否可以从中了解到关于FSD的东西，它当前的状态是什么，未来应该或者不应该改变什么。我知道这些故事会激起双方的情绪，但让我们试图冷静几分钟吧。

Hans Van O'Hane was the driver who was tragically killed and his friend who was in the car with him at the time was Eric Rosseter. Fact number one, both of these gentlemen were drinking when this happened and the driver, Hans, who passed away, the autopsy found that his blood alcohol level was 0.26 more than three times the legal limit. Most of us here already know that whether Hans was hammered or totally sober, he is always still ultimately responsible.

Hans Van O'Hane是这位不幸遭遇车祸丧生的驾驶员，当时在车上的朋友是Eric Rosseter。第一点事实是，这两位先生在事故发生时都在喝酒，而已故的驾驶员Hans在尸检中发现他的酒精含量为0.26，超过了法定限制的三倍以上。我们这里大多数人已经知道，无论Hans是喝醉了还是完全清醒，他始终对此负有最终的责任。

Fact number two, a patrol sergeant who oversaw the investigation said it was one of the most intense vehicle fires he had ever seen. It was actually the fire and smoke inhalation and thermal injuries that caused the death of Hans. He most likely would have survived the impact alone.

第二项事实是，一位负责调查的巡逻警长表示这是他见过的最严重的车辆起火案件之一。实际上，是火焰、烟雾吸入和热伤害导致了汉斯的死亡，他只是单纯的撞击应该还有生还的机会。

Fact three, Colorado police could not get access to data from the car because of the intensity of the fire. According to the investigation report, Tesla said it could not confirm a driver assistance system had been in use because it did not receive data over the air for the incident.

第三个事实是，由于火势太大，科罗拉多警方无法获取汽车的数据。根据调查报告，特斯拉表示无法确认是否使用了驾驶辅助系统，因为它没有收到有关事故的无线数据。

Fact four, Madden, the patrol sergeant, closed the Colorado State Patrol investigation, unable to determine whether FSD played a role. As far as Faxcale, that's really all we get, then we get into the individual testimony part of the story.

事实四，巡逻警官麦登结束了科罗拉多州巡逻队的调查，并无法确定FSD是否起到了作用。至于Faxcale，我们确实只能得到这些信息，然后我们进入了故事的个人证词部分。

The survivor of the crash, who had been drinking at the time, told emergency responders that the driver was using an auto drive feature on the Tesla that just ran straight off the road. In a recent interview after the fact, Rossiter, the survivor, said he believes that Hans was using full self-driving. A purchase order obtained by the post shows the car was equipped with FSD and the driver's widow said he did use it frequently, especially on the road where the crash occurred, which it sounded like was up in the mountains with some twisty roads. Rossiter said Hans was using FSD earlier in the day when they were on their way to the golf course and he believes the feature was engaged at the time of the crash.

这位幸存者在事故发生时曾喝酒，他告诉紧急救援人员，驾驶员当时正在使用特斯拉上的自动驾驶功能，导致车辆直线冲出了道路。在此事发生后的最近一次采访中，幸存者罗西特称，他相信汉斯当时正在使用完全自动驾驶功能。一份购买订单被该帖子获得，显示该车装备有完全自动驾驶系统，并且驾驶员的遗孀称他经常使用它，尤其是事故发生地点的道路，听起来是在山区曲线道路上。罗西特表示，当天早些时候，汉斯在他们去高尔夫球场的路上使用了完全自动驾驶功能，他相信事故发生时该功能也被激活了。

So far, Hans's widow has not been able to find a lawyer willing to take his case to court because he was legally intoxicated. The widow said, regardless of how drunk Hans was, Elon has claimed that this car can drive itself and is essentially better than a human. We were sold a false sense of security. Hans's wife, the widow, had refused to use FSD herself. She said it unpredictably stressed her out. Bass, Hans's widow, said of FSD technology, it was jerky, but we were like, that comes with a territory of new technology. We knew the technology had to learn and we were willing to be part of that.

迄今为止，汉斯的遗孀还未能找到一个愿意将他的案件提交法庭的律师，因为他在事故发生时是合法醉酒。遗孀表示，不论汉斯有多醉，埃隆声称这辆车可以自动驾驶，并且实质上比人类驾驶更好。我们被误导了安全感。汉斯的妻子，也就是遗孀本人，曾拒绝使用全自动驾驶系统（FSD）。她说这个技术让她无法预测地感到压力。巴斯，即汉斯的遗孀，对FSD技术表示，它是有点奇怪的，但我们当时想着新技术就是这样。我们知道这项技术需要学习，而我们愿意参与其中。

The patrol sergeant said, given the crash dynamics and how the vehicle drove off the road with no evidence of a sudden maneuver, that fits with the driver assistance feature being engaged. We don't need to wait further into the detail, but it is a sad story because Hans, the driver that was killed, was apparently a huge Tesla fan, big fan of Elon and wanted to help push the technology forward. They did say that Rossiter was found to have a similar blood alcohol level as Hans and he could only recall shreds of the crash.

巡逻中队长表示，鉴于撞击的动力学和车辆在没有突然操控的证据下离开道路的情况，这符合驾驶辅助功能正在使用。我们不需要进一步等待详细信息，但这是一个悲伤的故事，因为被杀的司机汉斯显然是特斯拉的超级粉丝，喜欢埃隆，而且想要帮助推动技术进步。据称，罗斯特也被发现有与汉斯相似的血液酒精含量，他只能回忆起事故的碎片。

It sounds like we may never actually get the facts of this case and be able to learn if it was actually FSD that malfunctioned and caused this crash. But again, whether it did or didn't, ultimately it is the driver's fault. I wanted to touch on this story though because it brings up a big talking point and that is this false sense of security that people are talking about with FSD. Whether that's from comments Elon has made in the past or whether that's from individuals using this technology for months and months and just getting comfortable with it, either way, it's not a place anybody should ever end up.

听起来我们可能永远不可能获得这个案件的真相，也无法得知是不是全自动驾驶系统出现故障导致了这次事故。不过，无论出现故障与否，最终责任仍然在司机身上。我想谈谈这个故事，因为它提出了一个重要的问题，那就是人们对全自动驾驶系统的虚假安全感。无论是来自埃隆过去的一些评论，还是来自使用这项技术数月并逐渐对其产生信任感的个人，无论哪种情况，都不是任何人应该陷入的境地。

Even though Tesla's data shows that FSD is safer than a human, that does not mean it's safer than a human in every instance and we all know it only takes one wrong instance. You just hope that stories like this bring about a silver lining that results in more people being more vigilant when using this technology. So not to sound insensitive here, but to me it just seems like this false sense of security that people are claiming after the fact from these accidents is really just a crutch and a way to try to put the blame back on Tesla. Whether it's for monetary purposes or out of emotion or frustration, anger, despair, sadness, whatever the case, Tesla clearly says in many different places at many different phases along the way that the driver is ultimately responsible. Like I said before, even if Hans was totally sober, the accident would still ultimately be his fault. Sad story indeed, but to take home point, stay vigilant out there.

尽管特斯拉的数据显示全自动驾驶比人类更安全，但这并不意味着它在每一种情况下都比人类更安全，我们都知道只需要一次错误的情况。你只希望这样的故事能带来一线希望，让更多人在使用这项技术时更加警惕。所以，不是漠不关心，但在我看来，人们在事故后宣称这种虚假的安全感真的只是一种依靠和试图把责任推给特斯拉的方式。无论是出于经济目的还是情感上的或者是沮丧、愤怒、绝望、悲伤等等的原因，特斯拉在很多不同的地方、不同的阶段都明确表示驾驶员最终负责。就像我之前说过的，即使汉斯完全清醒，事故最终仍然是他的错。无疑这是个悲伤的案例，但应该牢记的是，要保持警惕。

There have been a few different posts and different Reddit threads over the past few days, some of which have gone semi-viral, all talking about the Cybertruck may have a rust problem. One user in the Cybertruck Owners Club forum shared this photo of his Cybertruck saying these little rust spots were appearing after washing it with dish soap and then driving it through the rain for two days. Just generally speaking, I'm not sure how many of these Cybertrucks have been delivered by rail, but if so, rail dust may be at least something to consider. The metal wheels on the train paired with the metal train tracks can cause these metal particles that may or may not be rusty to fly up into the air and sometimes land on the vehicles. Then this user Raxar said a Tesla advisor specifically mentioned Cybertrucks develop orange rust marks in the rain and that requires the vehicle to be buffed out. Just keep in mind when it comes to this topic, you see a lot of people making arguments about stainless steel in general, but we have to remember, Teslas is certainly a bit different. They're using a custom alloy, cold rolled 3Lx stainless steel. For better or for worse, just remember that Teslas stainless steel is indeed different. You may recall from Tesla's own release notes when they give advice on cleaning the exterior of the Cybertruck they say to immediately remove corrosive substances. Presumably because there's no clear coat on the Cybertruck exterior. It's definitely too early to be drawing any dogmatic conclusions about this situation, but given how many people I've seen talking about this online, I thought it most certainly warranted at least a mention for everybody to keep in the back of your mind.

最近几天，在不同的帖子和不同的Reddit主题中，一些已经半火爆的帖子都在讨论Cybertruck可能存在的生锈问题。Cybertruck车主俱乐部论坛的一位用户分享了他Cybertruck的照片，称这些小的锈斑是在用洗碗液洗车后，连续两天开车在雨中后出现的。从一般情况来看，我不确定有多少Cybertruck是通过铁路运送的，但如果是的话，铁锈可能至少是需要考虑的一个原因。火车上的金属车轮和铁轨会使这些金属颗粒飞起来，有时会落在车辆上，这些铁粉可能有或没有生锈。然后这个用户Raxar说，特斯拉的顾问特别提到Cybertruck在雨中会出现橙色的锈斑，需要去除。在讨论这个话题时，请记住，很多人都在谈论不锈钢，但我们必须记住，特斯拉的确有所不同。他们使用的是定制合金，冷轧3Lx不锈钢。不管好坏，记住特斯拉的不锈钢确实与众不同。你可能还记得特斯拉自己的发布说明中，当他们给出有关清洁Cybertruck外部的建议时，他们说要立即清除腐蚀性物质。这可能是因为Cybertruck外部没有清漆。现在对于这种情况做出任何教条式的结论还为时过早，但考虑到我在网上看到有多少人在讨论这个问题，我认为至少值得提醒大家注意。

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只是为了让大家知道，如果你们没有采取措施保护自己，你的个人信息很可能已经散布在互联网上。这是怎么可能的呢？答案是数据经纪商。我得知很多人已经查看了Delete Me并且理所当然地享受着这项服务。Delete Me赞助了这个视频，因为在这种情况下，收集消费者的个人信息然后将其销售给数据经纪商是一种真正的商业模式。Delete Me就是解决方案。他们会节省您许多时间和沮丧的电话，每次都要给这些数据经纪商打电话并手动请求删除您的数据。然后您还必须跟进并确保他们确实删除了您的数据。而现在，Delete Me会为您完成所有这些工作。Delete Me每隔几周提供定制报告，告知您他们的努力进展。最近，我身上有30个数据经纪商拥有我的个人信息，而Delete Me总共成功删除了93个数据列表。他们还会告诉您每个数据经纪商的删除状态。您可以看到，我正在进行30个删除活动。然后当我向下滚动时，我看到了所有我个人信息已被清理的数据经纪商，我的下一次扫描将在60天后进行。最新的一项研究发现，汽车在数据隐私方面得到了不及格的评分。大多数主要制造商承认他们可能正在出售您的个人信息。其中一半也表示，即使没有法院的命令，他们也会与政府或执法机构共享这些信息。所以，如果您想尽力避免诈骗电话、网络钓鱼邮件和身份盗窃，您可以访问joindeleitme.com/electrified，使用我的优惠码electrified可获得20%的折扣。链接将在下方描述中提供，如常，感谢您考虑支持electrified。

I saw this post on Facebook. We had this user saying in a California service center, they saw the Cybertruck and a tech did confirm that this vehicle was ready for delivery. But as you can see, some of these panels in the actual Tano are definitely different colors. Now look, I'd imagine this will most likely just be a one-off random situation if this Cybertruck was indeed for delivery. But my question for you is, would you accept delivery with your truck looking like this? Personally, I don't think that I would.

我在Facebook上看到了这篇帖子。有用户在加利福尼亚的一个服务中心称，他们看到了Cybertruck，并且一位技术人员证实了该车辆已经准备好交付。但是，正如你所看到的，实际的Tano车辆上的一些面板颜色明显不同。现在看，我想象这可能只是一个偶发的情况，如果这辆Cybertruck确实准备交付的话。但是，我想问你的问题是，你会接受这样颜色不一致的车辆交付吗？就我个人而言，我觉得我不会接受。

On Tesla's website for the FAQ for Powerwall, they're now saying you can place an order online and the Powerwall 3 is available in the continental US. Hawaii and Puerto Rico will be coming later this year. We won't dive into the specs of the Powerwall 3, we've done that in a prior episode, I just want to highlight a few quick things for people to keep in mind. The Powerwall 3 can be paired with other Powerwall 3 batteries but cannot be added to Powerwall 2 or Powerwall Plus batteries. Powerwall 3 is compatible with all major solar inverter brands and can support various existing system sizes. As always, check with your professional tax advisor but for 2023 to hopefully 2032, you can get 30% off a standalone Powerwall through the federal investment tax credit. There are other state and local incentives available as well.

在特斯拉的Powerwall常见问题解答页面上，他们现在表示您可以在线下订单购买Powerwall 3，并且该产品在美国大陆可用。夏威夷和波多黎各将在今年晚些时候推出。我们不会详细介绍Powerwall 3的技术规格，因为我们在之前的一期节目中已经做过介绍，我只想强调一些快速要点让大家记住。Powerwall 3可以与其他Powerwall 3电池配对，但不能与Powerwall 2或Powerwall Plus电池配套使用。Powerwall 3与所有主要的太阳能逆变器品牌兼容，并且可以支持各种现有系统规模。通常还是要与专业的税务顾问咨询，但从2023年到2032年，您可以通过联邦投资税收抵免获得独立Powerwall产品的30%优惠。还有其他州和地方的激励措施可供选择。

On the Tesla website, one Powerwall without any incentives is $8,400 the same as before. Then, including potential incentives, the price comes down to $5,729 which is actually just over a 30% discount. These prices do not include taxes, it does not include installation. In addition to some of the performance specs being better with the Powerwall 3, I would also add three main things. One of the solar inverter is now integrated with the Powerwall 3, rather than having that separate box like before. And the Powerwall 3 will be easier for Tesla to install, bringing the installation times down significantly. And it's supposed to be cheaper to manufacture for Tesla as well, so everything else holding steady, better margins for Tesla.

在特斯拉的官方网站上，一台没有任何优惠的Powerwall售价为8,400美元，与之前一样。但是，包括潜在的优惠后，价格下降到5,729美元，实际上超过30%的折扣。这些价格不包括税费和安装费用。除了Powerwall 3在性能规格上的一些改进，我还想补充三个主要因素。首先，太阳能逆变器现在与Powerwall 3集成在一起，不再是以前的独立设备。其次，特斯拉将更容易安装Powerwall 3，显著缩短安装时间。此外，Powerwall 3的制造成本预计也会更低，因此在其他条件保持不变的情况下，特斯拉的利润率将更好。

Last year, we talked about one of the biggest benefits of the inflation reduction act for battery energy storage was the transferability of these investment tax credits. Simply put, the transferability of these tax credits opens up the battery energy storage market and these projects to a much wider audience. Before this, to actually take advantage of these tax credits, these entities would have to set up pretty complicated tax structures. What that resulted in was most of the projects being commissioned were actually being financed and ran through ultimately the big banks on Wall Street. And it's playing out exactly how we thought it would. The CEO of Crux, a tax credit organization, said with transferability, we're seeing a much broader base of demand from public companies, industrial players, private companies and family offices, which are all very different from traditional tax equity investors. Thanks to this transferability, the CEO also said this market has grown faster than anyone expected. He said there was $7-9 billion of transferable tax credit transactions already one third the size of the traditional tax equity market. The market has definitely grown faster than I or anyone else expected.

去年，我们讨论了通货膨胀减少法案对电池储能的一个最大好处，那就是这些投资税收抵免的可转让性。简单来说，这些税收抵免的可转让性为电池储能市场和项目开放了更广泛的受众。在此之前，要真正利用这些税收抵免，这些机构必须设立相当复杂的税收结构。结果导致大部分项目实际上是通过华尔街的大银行进行融资和运作。事实正如我们所预料的那样。税收抵免机构Crux的首席执行官表示，有了可转让性，我们看到了来自上市公司、工业企业、私人公司和家族办公室等更广泛的需求基础，这些都与传统的税收权益投资者大不相同。多亏了这种可转让性，首席执行官还表示，这个市场的增长超出了任何人的预期。他说已经有70-90亿美元的可转让税收抵免交易，已经达到传统税收权益市场规模的三分之一。这个市场的增长绝对比我或其他任何人预期的都快。

It's also worth mentioning that Duke Energy has agreed under pressure from the U.S. Congress to decommission an energy storage battery project produced by CATL. This project was set up at a Marine Corps Basecamp. Duke Energy has already disconnected the battery storage project, citing concerns raised by lawmakers and experts around CATL's close ties to China's ruling Communist Party. CATL said claims of its batteries posing security threats are false and misleading. This could just be a one-off because it was on military grounds, but we'll see if these concerns spread to other locations as well.

值得一提的是，受到美国国会的压力，杜克能源已经同意解除由CATL生产的一个能源储存电池项目。该项目建立在一个海军陆战队基地上。杜克能源已经断开了电池储存项目，称这是因为国会议员和专家对CATL与中国执政的共产党关系密切表示的担忧。CATL表示对其电池构成安全威胁的声称是虚假和误导性的。这可能只是因为该项目位于军事地区，但我们将看到这些担忧是否会蔓延到其他地点。

You may remember, less than one month ago, Tesla cut prices pretty significantly across most of Europe for the Model Y. Well, fast forward to now, and Tesla is raising prices both in Germany and in Norway. Depending on the trim and the region, these prices increase anywhere between about $1,700 and $2,700. Tesla's production in Berlin has been down for the past two weeks, so maybe that has something to do with it.

你可能还记得不到一个月前，特斯拉在大部分欧洲地区相当大幅度地降低了Model Y的价格。嗯，现在快进到现在，特斯拉在德国和挪威两个国家提高了价格。根据不同的车型和地区，这些价格上涨幅度在大约1700美元到2700美元之间。特斯拉在柏林的生产已经停工了两周，所以这可能与此有关。

We got an interesting take from George Hott's on X, saying full autonomy is 10 plus years away. Tesla is a profitable company, Waymo is not. That was quote posting this from Timothy B. Lee, who said three widely held views right now. One, Tesla's on the verge of achieving full autonomy, Waymo's a joke. Two, Waymo's on the verge of achieving full autonomy. Tesla's a joke. Three, full autonomy is 10 plus years away, Waymo and Tesla are both jokes. The only rationale George gave was, we'll get many useful intermediates on the path to full autonomy in the next 10 years, but the difference between predicting and acting in loop is huge. A fully autonomous car is an agent so far beyond any agent behavior I've seen to date, sorry about bruising your hype. Hott's is definitely a polarizing and an interesting fellow, but I do certainly respect his opinion. The problem here is, the definition of full autonomy is pretty vague and means different things to different people. Is it cars with no wheels where you can sleep wherever you go anywhere on the planet in any situation? The thing is, there's people out there that consider full autonomy to be what Waymo is doing now, just having a car drive itself without a driver.

我们从乔治·豪特（George Hott）这里得到了一个有趣的看法，他说实现完全自动化还需要10年以上的时间。特斯拉是一家盈利的公司，而Waymo则不是。这是蒂莫西·B·李（Timothy B. Lee）转发的帖子，他说现在有三种广泛持有的观点。一、特斯拉即将实现完全自动化，而Waymo只是个笑话。二、Waymo即将实现完全自动化，而特斯拉只是个笑话。三、完全自动化还需要10年以上的时间，Waymo和特斯拉都是笑话。乔治给出的唯一理由是，在接下来的10年里，我们将在实现完全自动化的道路上获得许多有用的中间结果，但预测和行动之间的差距是巨大的。到目前为止，完全自动驾驶汽车是我见过的任何代理行为中最远的。很抱歉破坏了你们的炒作。豪特绝对是一个很有争议和有趣的人，但我肯定尊重他的意见。问题在于，完全自动化的定义非常模糊，对不同的人来说意味着不同的事情。是指没有车轮的汽车，你可以在全球的任何情况下任何地方都可以睡觉吗？事实是，有些人认为Waymo现在正在做的就是完全自动化，只是让汽车自己行驶而没有驾驶员。

The Cybertruck is in the midst of a global tour of sorts. As you can see here, it's currently in Vancouver and making its rounds up in Canada. And the word is, the Cybertruck may soon be showcased in South Korea as part of its tour of Asia. It may arrive in South Korea as early as next week. Elon replied to Tesla Boomer Papa sharing a video with Dan O'Dowd to which Elon said he has lost his marbles. Responding to it, Dan O'Dowd said, the coward Elon hides behind his fanboys coming out for a moment to take an occasional pot shot at me. He's afraid to defend his FSD technology in a public forum because it's not four times safer than a human driver as he claims. It drives like a drunk teenager. On X David posted that Tesla has started delivering the new yoke steering wheel we've been hearing about. The horn is back in the center. He pointed out more stitching along the bottom and an overall better build quality. You also now have the camera pressable button on the yoke as well. I would love to know so if any of you out there have any intel on this, what is Tesla doing when it comes to Apple Watch support? Not having anything official? Not a Tesla app shared this image of an Apple Watch Ultra with the Porsche Ticon app. I think it's past time Tesla rolls out something official just like Porsche has with the Porsche car connect.

特斯拉Cybertruck正在进行全球巡展。正如你在这里看到的，它目前正在温哥华，并在加拿大境内巡回展出。有消息称，Cybertruck可能很快会作为亚洲巡展的一部分展出在韩国。它可能在下周抵达韩国。Elon回复特斯拉"Boomer Papa"分享了一段和Dan O'Dowd的视频，Elon称他已经"失去了理智"。对此，Dan O'Dowd表示，懦夫Elon躲在他的粉丝们后面，偶尔冒出来对我进行攻击。他害怕在公开论坛上为他声称的FSD技术辩护，因为它并没有比人类驾驶员安全四倍。它开车就像一个喝醉的青少年。X David发布了一个消息，称特斯拉已经开始交付我们一直在听说的新方向盘。喇叭回到了中间位置。他还指出，在底部有更多的缝线，并且总体质量更好。方向盘上还有一个可以按下的摄像头按钮。我想知道，如果你们中有任何关于这方面的内部消息，请告诉我，特斯拉在苹果手表的支持方面有什么动作？没有什么官方的东西？没有特斯拉应用程序共享了这张带有保时捷远程控制应用程序的Apple Watch Ultra的图片。我认为，特斯拉也该正式推出类似保时捷车联的官方应用程序了。

Sawyer posted a poll that got over 37.7 thousand votes and the question, do you think Tesla spending $7 million on a 30 second Super Bowl ad would be a good investment for the company? 41.2% of people said no 36.8% of people said yes 10.4% of people said I'm not sure. The Tesla community is clearly split over this topic. My vote would be yes but for the 2025 Super Bowl so they have time to get their messaging right. Speaking of advertising at the Super Bowl, as it turns out VW got the third highest engagement among advertisers in all industries. This coming from an analytics company that measures search traffic. Of the four auto brands that advertised on Sunday, VW accounted for 69% of all search activity afterward, followed by 15% for Kia, 10% for Toyota, and 6% for BMW. VW generated a 117% brand increase on auto trader after its commercial, while search activity for the ID buzz on KBB increased more than 13 fold over the pre-game baseline. Cars.com looked at traffic patterns for advertised car model pages in the 8 minutes before and after each spot aired. It found a 394% surge in traffic for VW, 265% for Kia, 223 for Toyota, and 158% for BMW. However, as with all online advertising, it's one thing to drive somebody to your page. It's something entirely different to convert that person to a buyer.

Sawyer发布了一个投票，得到了超过37.7万张票，问题是，你认为特斯拉在超级碗广告中花费700万美元是否对公司来说是一个好的投资？41.2％的人表示不赞同，36.8％的人表示赞同，10.4％的人表示不确定。特斯拉社区对于这个问题显然存在分歧。我的投票是赞同的，但是应该是在2025年的超级碗中，这样他们就有时间在传播信息上做得更好。说到超级碗的广告，事实证明大众汽车在所有行业的广告商中获得了第三高的关注度。这来自一个测量搜索流量的分析公司。在上周日广告中进行了宣传的四个汽车品牌中，大众占后续所有搜索活动的69%，其次是Kia的15%，Toyota的10%和BMW的6%。大众汽车在商业广告后在汽车贸易商的品牌增长了117％，而KBB上对ID Buzz的搜索活动与游戏开始之前相比增加了13倍多。Cars.com在每个广告播放前后的8分钟内观察了广告汽车型号页面的流量模式。结果发现大众汽车的流量激增了394％，Kia的增长了265％，丰田的增长了223％，BMW的增长了158％。然而，就像所有在线广告一样，将某人带到您的页面与将其转化为购买者是完全不同的事情。

I feel like anytime I start talking about China, people start falling asleep and I get it, but let's not forget it's the biggest EV market in the world. It's not that close, so it's at least worth keeping tabs. I'll spare you the details, but the article was highlighting some of the similarities between what China is going through right now and what they're trying to do to prop up the stock market and the real estate market, and the similarities with what Japan was doing before they entered their lost decade. So it's worth asking the question, could China now be facing its own lost decade?

我觉得每次我开始谈论中国，人们都开始打瞌睡，我能理解这种情况，但我们不应忘记中国是世界上最大的电动汽车市场。虽然距离不近，但至少值得关注。我就不详细说明了，但这篇文章强调了中国目前面临的问题与他们为了撑持股市和房地产市场所做的事情之间的一些相似性，以及与日本进入失落十年之前所做的事情的相似之处。因此，有必要问一个问题，中国现在是否面临着自己的失落十年？

Then, according to interviews with migrants at the border, they're saying that the main reason for these Chinese folks trying to come to the United States has been the desperate economic situation back at home. More than 37,000 Chinese migrants were detained at the US Southern border last year, 10 times the year earlier. Yes, of course, some of these people were fleeing oppression and persecution by an authoritarian government, but most were regular people struggling to make ends meet.

根据对边境移民的采访，他们表示中国人试图来美国的主要原因是家乡的经济困境。去年，超过37,000名中国移民在美国南部边境被拘留，比前一年增长了十倍。当然，其中一些人是逃离威权政府的压迫和迫害，但大多数是普通人在艰难维持生计。

The French government cut by 20% a subsidy for higher income car buyers. They lowered the subsidy by just over $1,000 for the 50% highest income car buyers, but left the subsidy for people on lower incomes just over $7,000. They said we're modifying the program to help more people, but with less money as they have a fixed budget for the program.

法国政府削减了高收入汽车购买者的补贴，下调了收入最高的50%汽车购买者的补贴金额，减幅为略超过1000美元，但保留了低收入人群的补贴金额，为略超过7000美元。他们表示，我们正在修改该计划，以便能够帮助更多的人，但受到预算限制，补贴金额变少了。尽管资金有限，他们仍然希望能够扩大受惠人群范围。

Consumer Reports did a survey of over 9,000 Americans for last year, essentially asking 4 questions about their familiarity with electric vehicles and knowing somebody that has one. 34% of respondents answered no to every question. What I really wanted to highlight though, 4 in 10 Americans have not heard about incentives available for EV owners. Sure, it's not a massive sample size, but it's also not 90 people either and 40% didn't know about EV incentives. We have to change this.

《消费者报告》去年对超过9,000名美国人进行了一项调查，主要询问了4个问题，关于他们对电动车的了解程度以及是否认识某个拥有电动车的人。34%的受访者对每个问题都回答“否”。然而，我真正想要强调的是，有10分之4的美国人对电动车车主可以获得的激励措施毫不知情。虽然这个样本规模并不是很大，但也不仅仅只有90人，其中40%的人对电动车激励不了解。我们必须改变这种状况。

What I'm about to say guarantees nothing, but just so you know everything that I've been reading from lawyers and more people in the know when it comes to that Delaware decision, they're all saying that the most likely outcome is Tesla does actually appeal that verdict. It doesn't mean they will, but I'm hoping that all of these commentators are ultimately right.

我即将说的并不保证任何事情，但只是为了让你知道，我从律师和更多关于那个特拉华判决的了解情况的人那里读到的一切都表示最有可能的结果是特斯拉确实会上诉那个裁决。这并不意味着他们一定会上诉，但我希望所有这些评论员最终都是对的。

Here we have it, a Chrysler concept car called the house Cion. After they discontinued the Chrysler 300, their only active product is the Chrysler Pacifica minivan. Chrysler is owned by Stellantis and as far as we've heard, they're not supposed to have a new vehicle available for sale until next year. That new vehicle is supposed to be a crossover, not a car, and it's expected to be Chrysler's first all electric vehicle. They have said they want a full lineup of innovative seamlessly connected EVs by 2028. The house Cion was supposed to show up at CES earlier this year, but Stellantis canceled those plans as well as some other events, apparently to save capital. I'm fully expecting to see nothing like this available for sale the next few years, but hopefully this is a sign that Chrysler is getting serious about full B.E.V. development.

在这里，我们有一辆名为“豪华窝窝”的克莱斯勒概念车。在克莱斯勒停产300之后，他们唯一的在售产品是克莱斯勒太平洋威agon车。克莱斯勒隶属于斯泰兰蒂斯集团，据我们所知，他们预计要到明年才会有新车可供销售。那款新车预计将是一款跨界车，而不是轿车，而且预计将成为克莱斯勒的首款全电动车辆。他们表示希望到2028年拥有一整套创新的无缝连接电动汽车产品线。豪华窝窝本应该在今年早些时候亮相CES（国际消费电子展），但斯泰兰蒂斯取消了这些计划，以及其他一些活动，显然是为了节省资本。我完全预期未来几年不会看到类似的车辆可供销售，但希望这是克莱斯勒认真推进全电动汽车研发的一个信号。

Rivian's hiring spree continues as now they bring Jennifer Prenner on board. She just announced on LinkedIn that she's starting with Rivian as their VP of marketing and chief marketing officer. She worked at Meta for over three years. She was the vice president of global marketing for reality labs, Meta's AR-VR product line.

Rivian的大规模招聘活动继续进行，现在他们又聘请了Jennifer Prenner。她刚在LinkedIn上宣布，她将担任Rivian的市场副总裁兼首席市场营销官。她在Meta工作了三年多，担任Meta的AR-VR产品线——Reality Labs的全球营销副总裁。

This happened last week, but I missed it. Arrival has entered administration, which is the British version of a bankruptcy filing. Arrival was a hot commodity there for a second. Its valuation reached $13 billion at one point and they had orders from both Hyundai and UPS. Now it looks like Arrival will be sold for parts. They've been bleeding cash since 2021 and despite taking in $50 million last year, its run out of money before it sold a single vehicle.

这件事发生在上周，但是我错过了。Arrival（旭逸）已经进入了破产申请管辖权限，相当于英国版的破产申请。曾经，Arrival在一段时间内备受瞩目。其估值曾一度达到130亿美元，并且他们获得了来自现代和UPS的订单。现在看起来Arrival将会被拆分出售。自从2021年以来，他们一直在亏损，尽管去年收入达到了5000万美元，但旭逸还是在售出一辆车之前就用光了资金。

A quick update on that space as we said UPS was relying on Arrival, but now that that's fallen through, they are still saying they plan to develop low and zero emission solutions, including with multiple electric vehicle manufacturers around the world. FedEx is using electric vans from GM subsidiary Brightrop and has deployed about 500 in California and parts of Canada. But it's Rivian and Amazon leading the charge here as they have over 10,000 of these EDVs deployed globally.

作为我们之前所说的更新，关于UPS依赖Arrival的事情已经落空，但他们仍然表示计划与世界各地的多个电动车制造商合作，开发低排放和零排放解决方案。联邦快递正在使用来自通用汽车子公司Brightrop的电动货车，在加利福尼亚和加拿大部分地区已经部署了大约500辆。但Rivian和亚马逊领先于这一领域，全球范围内已经部署了超过10,000辆这样的电动车。

It was a red day for the markets today as the core inflation rate came in at 3.9% hotter than the expectation of 3.7%. Clearly, core inflation has been leveling off and this time around it was predominantly driven by sticky shelter prices. According to the CME FedWatch tool, just one day ago, we had a 16% chance of a rate cut at the March meeting. That number has now dropped to 8.5%. Looking at expectations for the May meeting, we're now at 32.6%, expecting a hold, no rate cut and 61.9% chance of a 25 basis point rate cut.

今天对于市场来说是个红色的一天，因为核心通胀率达到了3.9%，高于预期的3.7%。显然，核心通胀正在趋于稳定，而这次主要是由于固定的住房价格推动的。根据CME FedWatch工具显示，就在一天前，我们还有16%的可能性在三月的会议上降息。而现在这个数字已经下降到8.5%。从五月份的会议预期来看，我们现在有32.6%的可能性认为会保持利率不变，不降息，以及61.9%的可能性预计会降息25个基点。

For the markets on one hand, you have the risk that inflation stays higher for longer, which of course reduces the chances that we see those rate cuts that so many people in the market are waiting for. Then on the other hand, you have all of the hype for AI and all of the demand that's going to cause for chips and all of the productivity boost for all of these big companies. So we'll see how that balance shakes out for today.

一方面，对于市场来说，存在着通胀持续高企的风险，这无疑降低了市场许多人等待的降息机会。而另一方面，人工智能的热潮和对芯片的需求增长将为大公司带来生产力的提升。因此，我们将看到这种平衡如何在今天得出结论。

Tesla stock closed at $184.02 per share down 2.18% while the NASDAQ was down 1.8%. Self-relatively speaking, Tesla actually held up quite well today as you can see some of the other EV names down over 7%. It was a low volume day for Tesla stock trading about 22 million shares below the average 30 day volume. As I was editing, the information broke some news that Andre Carpathi has just left open AI according to a spokesperson. He was working on an AI assistant, but now that he's left open AI, this clearly means he's coming back to Tesla. Obviously I just made that last part up, but it's certainly worth mentioning.

特斯拉股票收于每股184.02美元，下跌2.18%，而纳斯达克指数下跌1.8%。相对而言，特斯拉今天表现得相当不错，因为你可以看到其他一些电动汽车股票下跌超过7%。对于特斯拉股票来说，今天交易量较低，约为平均30日交易量的2200万股。在我编辑的过程中，有消息称安德烈·卡帕什（Andre Carpathi）刚刚离开开放AI，这是根据一位发言人的说法。他曾在开放AI工作，负责开发一个AI助手，但现在他离开了开放AI，显然意味着他将回到特斯拉。显然，我只是编造了最后一部分，但这肯定值得一提。

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