Apple Finally Gives Up / Odd Cybertruck Choice / Ford Tops Tesla Here ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Rakuar and David T. Thank you for choosing to support the channel. In Germany, the Strowsburg Water Association is reporting that Tesla's Gigabrelin is exceeding wastewater discharge limits. Another article has the Water Association saying Tesla was constantly and significantly exceeding wastewater limits, and several requests and warnings remained unsuccessful. They're saying Tesla has wastewater with levels of refractory, phosphorus, and total nitrogen beyond what local regulations permit, and that Tesla has yet to provide a satisfactory response or a promise of remedial action. The article says Tesla faces the possibility of a production halt, but if we learned anything it's that ordinarily these situations are worked out with remedial action and or worst-case scenario an additional fine.

欢迎来到电动世界，我是主持人迪伦·卢米斯，特别感谢我的最新赞助人，Rakuar和David T。谢谢你们选择支持这个频道。在德国，斯特罗斯堡水协会报告称特斯拉的吉加布勒林超出了废水排放限制。另一篇文章称水协会表示，特斯拉一直在明显超出废水限制，多次请求和警告都未成功。他们表示特斯拉的废水中含有难降解物、磷和总氮，超出了当地法规允许的范围，而特斯拉尚未提供令人满意的回应或承诺采取补救措施。文章称特斯拉面临停产的可能性，但我们知道通常这种情况会通过采取补救措施或者最坏情况下支付额外罚款来解决。

At an extraordinary meeting in March, the Association plans to discuss whether it'll discontinue wastewater disposal at Gigabrelin. Tesla said it had not been informed about this extraordinary meeting or the corresponding agenda item. Tesla said it uses its own plans for the treatment of industrial wastewater. Adding wastewater is still produced from the operation of sanitary facilities and kitchens, with the elimination of industrial wastewater the wastewater to be discharged from Gigabrelin is composed like typical municipal wastewater, riveting stuff to kick this one off. The Tesla account on X yesterday posted this video and speaking of Gigabrelin it said right here, manufacturers model Y and batteries.

在三月的一次特别会议上，协会计划讨论是否会停止在Gigabrelin处置废水。特斯拉表示他们并没有收到有关这次特别会议或相关议程的通知。特斯拉表示他们使用自己的计划处理工业废水。虽然仍会产生来自卫生设施和厨房运营的污水，但停止处理工业废水后从Gigabrelin排放的废水将组成典型的市政废水，这是一个引人入胜的话题。特斯拉在昨天的X账号上发布了这个视频，提到了Gigabrelin，表示在这里生产Model Y和电池。

The plan all along has been for Gigabrelin to make 4680 cells, but when they were about to then they switched that production over to Austin to take advantage of the production tax credits. As far as we know the building for this battery production in Berlin is up and running so maybe Tesla has brought in some additional equipment and perhaps they're actually trialing some level of battery production. Or they're not and this part of the video is either inaccurate or just describing future plans. On those future plans a few weeks back you may remember there was an article saying that Tesla had plenty of room currently inside the footprint of Gigabrelin, basically enough to take it up to 2 million units produced per year, but after I chatted with Troy Tesla it sounds like based on all the information we have that is actually not accurate.

原计划是让Gigabrelin生产4680电池，但当他们即将开始生产时，他们将生产转移到了奥斯汀，以利用生产税收抵免。据我们所知，柏林的这个电池生产建筑已经开工运营，所以也许特斯拉已经引入了一些额外设备，或者他们实际上正在试验某种程度的电池生产。或者他们并没有这样做，而视频中的这部分要么是不准确的，要么只是描述未来计划。关于那些未来计划，几周前你可能还记得有一篇文章说特斯拉目前在Gigabrelin的占地面积有足够的空间，基本上足够产出200万部车辆，不过在我与特斯拉交谈后，听起来根据我们拥有的所有信息，这实际上是不准确的。

This current expansion for Gigabrelin is set to go from half a million units of capacity per year up to 1 million, 2 million is not really in the plans yet. According to this map of the Gigabrelin expansion you have the current Gigafactory footprint right here, this other blue area is the battery factory and then this bigger blue area up here is supposed to be the expansion adding that additional half a million units of annual capacity. Shout out to Troy for helping us clarify that one. The word right now is that the Cybertruck will not support steam gaming, reason being it's only equipped with half of the requirements which are 16 gigs of RAM and 256 of storage.

Gigabrelin目前的扩建计划是将年产能从50万单位提升到100万单位，而200万单位的计划目前并不在计划中。根据Gigabrelin扩建的地图，你可以看到当前的Gigafactory占地，另一个蓝色区域是电池工厂，而这个更大的蓝色区域则是计划中的扩建，将增加50万单位的年产能。感谢特洛伊帮助我们澄清这一点。目前的消息是Cybertruck将不支持蒸汽游戏，原因是它只配备了16 GB的内存和256 GB的存储空间，而要求是这个的一半。

According to Green the only the Cybertruck only has half of those requirements just like some of the early Model S and X vehicles with 8 gigs of RAM and 128 of storage. Green added the Cybertruck might not have a discrete GPU but he was unsure about that point. Back in 2022 when Elon was talking about steam gaming in the S and X, he was asked if a retrofit would be available for the earlier Model S and X vehicles that were not equipped to which he said yes and as far as we know that retrofit costs around $2,300. On one hand it's confusing because the Cybertruck has the biggest screen of any Tesla vehicles also with the highest resolution seemingly a great setup for gaming.

根据格林的说法，仅有特斯拉的Cybertruck具备其中一半的要求，就像一些早期的Model S和X车辆一样，配备了8GB的RAM和128GB的存储空间。格林还补充说，Cybertruck可能没有独立的GPU，但他对此并不确定。回到2022年，当埃隆在谈论S和X车型上的蒸汽游戏时，有人问他早期未配备此功能的Model S和X车辆是否可以进行改装，他回答说可以，据我们所知，这种改装大约需要花费2300美元。一方面这是令人困惑的，因为Cybertruck拥有特斯拉车型中最大的屏幕，分辨率也最高，看起来是一个非常适合游戏的设置。

However we have to keep in mind that eventually Tesla still has a goal to sell the Cybertruck around $60,000 at a profit. I don't think most consumers are that concerned with having steam in their Cybertruck, sure it would be nice, maybe a retrofit will be an option but given that this is a hardware limitation, it seems like something not even Tesla can fix with an OTA update. I will admit this is one of those that piques my curiosity as to why Tesla is making this decision for a truck costing $100,000 with advanced tech seemingly everywhere to skimp out here is questionable.

然而，我们必须记住，特斯拉最终仍希望以盈利的价格将Cybertruck销售给消费者大约为60,000美元。我认为大多数消费者并不太关心他们的Cybertruck是否有蒸汽，当然有蒸汽可能会很好，也许可以选择后期安装，但考虑到这是硬件限制，似乎即使特斯拉也无法通过OTA升级解决这个问题。我必须承认这是我好奇的一点，为什么特斯拉会为一辆价格为100,000美元、到处充斥着先进技术的卡车做出这样的决定，似乎在这里节省成本有些可疑。

Many of you will know I often say battery storage is not just for utility companies not just for residential but plenty of use cases in between. Here we have possibly the first United States shopping mall to deploy a battery storage project. This one is in New Jersey being paired with existing rooftop solar. This project is a test of sorts and they said the program will continue until the company has gathered enough info to verify the pilot and plan a further rollout. One more use case for battery storage back in 2022 Microsoft was testing out battery storage for a data center. Spoiler alert, it went well and Microsoft wants to replicate that battery project using lithium ion batteries. Impactful because we know there's huge and growing demand for data centers and why not clean up that energy consumption which people have been complaining about so use renewables and battery storage.

你们中的许多人可能知道，我经常说电池储存不仅仅是为了公用事业公司，也不仅仅是为了住宅，而是在两者之间有许多用例。在这里，可能是美国第一个购物商场部署了一个电池储存项目。这个项目位于新泽西，与现有的屋顶太阳能配对使用。这个项目可以说是一种测试，他们表示该计划将继续进行，直到公司收集到足够的信息来验证试点计划并计划进一步推出。再举一个电池储存的用例，2022年微软正在为一个数据中心测试电池储存。剧透警告，结果很好，微软希望使用锂离子电池复制那个电池项目。这对我们有影响，因为我们知道对数据中心有着巨大且不断增长的需求，为什么不清理那些人们一直在抱怨的能源消耗，而使用可再生能源和电池储存呢？

Good timing with this one as last week we were talking about how solving FSD and doing so efficiently are two different things. Now we have Bloomberg NEF doing some research saying that for an EV equipped with a level four highly automated self driving system up to 46% of its power consumption is down to the computer hardware. Naturally they concluded limiting the battery drain associated with highly automated computing hardware will be a key challenge for years to come. I agree this data seems insane that for level four driverless the computer power consumption is about 46% of overall consumption. Even more staggering when you would factor in Tesla's hardware for maybe consumes max around 100 watts so maybe 1% of the car's consumption. Yes I know technically Tesla's FSD is still level two but that's so Tesla does not have to take on any responsibility. But we know the actual functionality of Tesla's FSD in maybe 90% of the cases is more like a level four or level five.

这次谈话正好时机恰当，因为上周我们讨论了解决FSD和有效解决FSD是两回事。现在我们有彭博新能源金融(Bloomberg NEF)做了一些研究，称配备四级高度自动驾驶系统的电动汽车，最多46%的电力消耗取决于计算机硬件。他们自然地得出结论，限制与高度自动化计算硬件相关的电池消耗将是未来几年的关键挑战。我同意这些数据看起来疯狂，即四级无人驾驶的计算机功耗约占总功耗的46%。当考虑到特斯拉的硬件也许最多消耗大约100瓦，这一比例更令人震惊，也许只占汽车总消耗的1%。是的，我知道从技术上讲，特斯拉的FSD仍然是二级，但这是为了让特斯拉不必承担任何责任。但我们知道，在实际功能方面，特斯拉的FSD在可能有90%的情况下更像四级或五级。

At the Canadian Auto Show earlier this month where Tesla did have its full lineup it shattered an attendance record where 371.5 thousand people attended over 10 days. To be fair I'm not sure that 13.8 thousand extra attendees classifies as shattering the record but for whatever it's worth the previous record was 2019. Elon said on X Tesla Model Y receives the highest possible safety rating. The IIHS made two primary changes to their testing for 2024 making their standards a bit tougher. First was a tougher frontal crash test focused on the rear occupant protection and they also changed the requirements for nighttime pedestrian front crash prevention systems. They also said the barrier in the updated side impact test is closer to the weight of today's SUVs. It's closer to the ground and shorter than the original IIHS barrier but still higher than the NHTSA barrier.

本月初在加拿大汽车展上，特斯拉展出了全部车型，吸引了37.15万人参观，打破了参展人数纪录。虽然增加了1.38万名观众并不算是打破记录，但前一纪录是在2019年创下的。埃隆表示，特斯拉Model Y获得了最高的安全评级。IIHS对他们2024年的测试做了两项主要改变，使标准更加严格。首先是加强了前方碰撞测试，侧重于后排乘员保护，并改变了夜间行人前方碰撞预防系统的要求。他们还表示，在更新的侧面碰撞测试中，障碍物更接近当今SUV的重量。它比原来的IIHS障碍物更接近地面，更短，但仍高于NHTSA的障碍物。

A key distinction the IIHS is a non-profit organization that was really started and mainly funded by insurance companies which is good to keep in mind and then NHTSA is actually an agency of the federal government. So far there are only 22 cars total that have qualified for the top safety pick plus which is the highest you can get. Other EVs to do so the Hyundai IONX 6, the Genesis GV60 and the Hyundai Kona. Rivians R1s and R1T both got the top safety pick but not the plus. As for Tesla's other vehicles the Model 3 page on the IIHS website just says tested vehicle 2019 Model 3. The most recent thing on their website for the Model S was 2021 and there was nothing for the Model X.

IIHS是一个非营利组织，是由保险公司发起和资助的，需要记住的是，而NHTSA实际上是联邦政府的一个机构。到目前为止，只有22辆汽车获得了最高的安全选择加分奖。其他符合条件的电动汽车包括现代IONX 6、Genesis GV60和现代Kona。Rivian的R1s和R1T都获得了最高的安全选择，但没有额外的加分。至于特斯拉的其他车型，IIHS网站上Model 3页面上只显示2019年测试车辆。而Model S最近的信息是2021年的，Model X则没有相关信息。

In the Tesla app Tesla has a new assist beta it's basically just a chat it's not really a chat though you just type in your question and then it'll share some answers from the owner's manual or other helpful articles. So rather than digging through the owner's manual you can just type your question and then it'll most likely find the relevant information for you. Consumer reports put out their top 10 picks of 2024 most of you guys know how I feel about consumer reports so we're not going to spend much time here just so you know though the Model Y was one of their top 10 picks for the year. Consumer reports did say electric vehicles both hybrid and fully electric are becoming more desirable than their gasoline counterparts.

在特斯拉应用中，特斯拉推出了新的辅助贝塔版，基本上只是一个聊天工具，但它并不真正是一个聊天工具，你只需输入问题，它就会分享一些来自车主手册或其他有用文章的答案。因此，与其翻阅车主手册，你只需输入问题，它很可能会为你找到相关信息。消费者报告发布了他们在2024年的十大选择，大家大多都知道我对消费者报告的看法，所以我们不会在这里花太多时间，只是让你知道，Model Y是他们今年的十大选择之一。消费者报告确实表示，电动车辆，无论是混合动力还是全电动车辆，都比传统汽油车更受欢迎。

That interview with the executive VP of BYD was extended from yesterday and she said that BYD's plans to build a plant in Mexico should not be misconstrued as an intention to export into Tesla's domestic market the US. She did say her team is evaluating site candidates around Mexico City with a decision slated for the latter half of this year. She said BYD had a little interest in targeting US consumers as the upcoming factory would first and foremost serve Mexican customers looking to buy an EV or a hybrid. We're not planning to come to the United States when asked why she explained it's an interesting market but it's very complicated if you're talking about EVs.

昨天的那次采访中，比亚迪的执行副总裁表示，比亚迪计划在墨西哥建厂并不意味着要进入特斯拉的美国国内市场。她说，她的团队正在评估墨西哥城周边的选址候选地，决定预定在今年下半年。她表示，比亚迪对美国消费者的兴趣不大，即将建厂的首要目标是为想购买电动车或混合动力车的墨西哥客户提供服务。 当被问及是否计划进入美国市场时，她表示我们没有这样的计划，解释说这是一个有趣的市场，但如果涉及到电动车，就会很复杂。

She said if a company does not invest in EVs you are out you will die you have no future. If you're the winner in the most competitive market China why can't you win in other markets it's just about a timing issue. Ahead of the US election this year BYD's not going to come out and say hey we're planning on coming in the US market as she said it's all about timing. My guess is BYD continues setting up shop in Brazil and Mexico surrounding the perimeter they start serving those smaller EV markets then in one to three years depending on how the election shakes out this year maybe they actually try for their entry into the US.

她说，如果一家公司不投资于电动车，你就会被淘汰，将面临绝境。如果在竞争最激烈的中国市场中胜出，为什么在其他市场就不能取得成功，这只是一个时间问题。在今年美国大选之前，比亚迪不会宣布计划进军美国市场，她说这完全取决于时机。我猜测比亚迪将继续在巴西和墨西哥设立分公司，为周边较小的电动车市场提供服务，然后在一到三年内，根据今年大选的结果，也许他们会尝试进军美国市场。

Jim Farley posted on X saying it's here doing some testing and excited to share more info very soon sharing a picture of their new adapter for the Tesla charger. There was an article about Panasonic in one of their suppliers but what I wanted to focus on was in that article they said that the Kansas Panasonic site that is set to supply Tesla should go into operation March 2025 annual capacity of 30 gigawatt hours. They confirmed initially the production will be 2170 cells so as we just talked about hopefully when this cell supply comes online some variants of the model 3 could then re-qualify for IRA credits. In the article they also said Panasonic continues to have its site set primarily on North America to produce 2170 4 to 680 and apparently a new round cell format.

Jim Farley 在X社交平台上发帖说，正在进行一些测试并且很兴奋很快会分享更多信息，分享了他们新的适配器用于特斯拉充电器。有一篇关于他们供应商之一的关于松下的文章，但我想要关注的是在那篇文章中他们说堪萨斯的松下工厂计划于2025年3月开始运营，年产能为30吉瓦时。他们确认最初生产将是2170电池，所以正如我们刚刚讨论的，希望当这种电池供应上线时，一些Model 3的变种可能会重新符合IRA税收抵免条件。文章中还提到，松下继续将主要的目标设定在北美生产2170 4到680电池，还有一种新的圆柱电池格式。

We've talked pretty extensively about Tesla's energy opportunity in India and it's good to see a meeting took place last week for the Indian government continuing to look for funding for around 4 gigawatt hours of battery storage paired with renewables. The government is trying to get things rolling on this front but so far the largest battery storage facility in India that is now online is only 120 megawatt hours. There's this new report going around from this consortium called Lead the Charge and their goal is to score the world's automakers on their EV supply chains. The leaderboard evaluates 18 of the world's leading automakers on their efforts to eliminate emissions, environmental harms and human rights violations from their supply chains. Results? US automakers are making the fastest progress led by Tesla who shot up in the rankings from number 9 to number 3 in one year, the biggest increase of all the automakers. This is only the second year for this leaderboard.

我们已经很详细地讨论了特斯拉在印度能源市场的机会，很高兴看到上周印度政府举行了一次会议，继续寻找资金用于约4吉瓦时的电池存储和可再生能源项目。政府正在努力推动这方面的事情，但到目前为止，在印度现已上线的最大电池存储设施只有120兆瓦时。有一个名为“领先充电”的联盟发布了一份新报告，他们的目标是评估世界各大汽车制造商对电动车供应链的努力程度。排行榜评价了世界上18家领先汽车制造商在消除排放、环境危害和供应链中的人权侵犯方面的努力。结果呢？美国汽车制造商进展最快，特斯拉在一年内从排名第9跃升到第3，是所有汽车制造商中增幅最大的。这是该排行榜的第二年。

I'll have the links to the reports below if you want to dive into them but just so you know looking at their methodology they did say companies have been scored solely on publicly available official reporting which has received board level sign off. AKA this organization has no special insight into these supply chains they're just using publicly available information and then ranking and scoring it. For whatever it may be worth Ford took the number one spot up from number two last year Mercedes was number two down from number one last year and Tesla this year in third. Reports like this for me are always a bit sketchy I just wonder how the data is being massaged and manipulated because it really is so easy to do. Just one example of all of Ford's sales last year only about 3% were EV sales so with such a small supply chain for its EV sales relative to a company like Tesla it's much easier to navigate that small of a supply chain whereas Tesla needs much more supply from a variety of sources.

如果您想深入了解，我将在下面提供报告的链接，但是请注意，根据他们的方法论，他们表示公司的评分仅基于公开可获取的官方报告，这些报告已经得到董事会的批准。也就是说，这个组织对这些供应链没有特别的了解，他们只是使用公开可获得的信息进行排名和评分。福特今年升至第一名，去年是第二名，梅赛德斯去年是第一名，今年是第二名，特斯拉今年排名第三。对我来说，这样的报告总是有点可疑，我只是想知道数据是如何被操纵和处理的，因为这样做实在太容易了。举个例子，去年福特所有销售额中只有约3%是电动汽车销售，因此相对于特斯拉这样的公司，其电动汽车供应链规模较小，更容易管理，而特斯拉需要从各种来源获取更多的供应。

Going through the bottom 6 14 to 18 we have Honda Toyota BYD GAC and SAIC in last. To add to my skepticism for key findings for Tesla one of the bullet points they were talking about Tesla's policy on human rights this is especially concerning given the criticisms of Tesla in 2023 for not respecting collective bargaining rights of workers in Sweden. I won't read all of them to you but go ahead and pause the screen if you'd like to read all of the key findings for Tesla. This lead the charge group is a diverse network of local, national and global advocacy partners working for an equitable, sustainable and fossil free auto supply chain. Here are just a few of the groups involved.

在底部的6个排名中，我们有本田、丰田、比亚迪、广汽和上汽排在最后。为了对特斯拉的关键发现持怀疑态度，其中一条要点是他们谈到了特斯拉的人权政策，尤其令人担忧的是2023年有人批评特斯拉不尊重瑞典工人的集体谈判权。我不会把所有的内容都读给你听，如果你愿意阅读特斯拉的所有关键发现，请随意暂停屏幕。这个领先的联盟是一个由本地、国家和全球倡导伙伴组成的多样化网络，致力于建立公平、可持续和无石化汽车供应链。以下是一些涉及的团体。

Today we got the news Apple is canceling a decade-long effort to build an electric car according to people with knowledge of the matter. Two executives told the roughly 2000 person staff that the project will begin winding down in that many employees on the team working on the car known as the Special Projects Group will be shifted to an AI division for generative AI. The Apple Car team also has several hundred hardware engineers and car designers it's possible that they'll be able to apply for jobs on other Apple teams there will be layoffs but it's unclear how many.

今天我们得知，据知情人士透露，苹果取消了长达十年的电动汽车建设努力。两名高管告诉大约2000名员工，该项目将开始逐渐收尾，团队中从事该项目的员工将被转移到一个用于生成性人工智能的人工智能部门。苹果汽车团队还有数百名硬件工程师和汽车设计师，他们有可能申请到其他苹果团队的职位，将会有裁员，但目前还不清楚具体数量。

As I said on X this news really should come as a surprise to no one this project has been a mess from the start constant delays constant turnover constant questions about what they're even working on there was never a prototype there was never even an event to talk about any progress being made. I know Apple has plenty of cash and shirt maybe it makes sense to just try things and see what sticks as this is going to be a huge market. However with that said the level of hubris that Apple had on this one thinking that they were going to do what only Tesla can do was pretty wild for Apple to ever even think it was going to come to market with some breakthrough battery with this fully autonomous vehicle with very minimal driving data relative to Tesla's massive fleet of robots collecting data it just always seemed absurd to me and over the years we always got these comments of people saying it's next level talking about Apple's battery technology like the first time you saw the iPhone look I would have loved to see an Apple electric autonomous car don't get me wrong but I will not miss all of the articles like this hyping up a project that we never really learned anything about and to hurl salt in the apple wounds don't forget Elon tried to sell Tesla to Apple during model three's production hell back in 2017 but Tim Cook would not talk.

正如我在X上所说的，这则新闻实际上应该不会让任何人感到意外，这个项目从一开始就一团糟，不断推迟、不断变动和不断质疑他们究竟在做什么，从来没有原型，甚至没有任何进展可以谈论的活动。我知道苹果有很多现金，也许试验新事物并看看哪个受欢迎是有道理的，因为这将是一个巨大的市场。然而，就在那时，苹果在这个项目上的傲慢程度实在太夸张了，他们认为他们能做到特斯拉才能做到的事情，这让苹果觉得他们将会推出一款有突破性的电池的全自动车辆，相对于特斯拉庞大的机器人车队收集数据，苹果几乎没有驾驶数据，这对我来说总是显得荒谬。多年来，我们总是听到人们说苹果的电池技术很厉害，就像第一次见到iPhone一样。我很想看到苹果推出一款电动自动驾驶车，但我不会怀念那些大肆宣扬该项目的文章，因为我们从来没有真正了解到任何有关它的信息。最后，还有一个让苹果感到尴尬的事，就是埃隆在2017年正在生产Model 3时试图将特斯拉售给苹果，但蒂姆·库克拒绝对话。

Elon said during the darkest days of the model three program I reached out to Tim Cook to discuss the possibility of Apple acquiring Tesla for one tenth of their current value he refused to take the meeting. Most of you are familiar with that narrative that all legacy OEMs and any EV startup is eventually going to be able to just copy Tesla and do what Tesla does even better than Tesla. Well I think after this news paired with all of the other news we've got over the past year I think it's time we can finally say that narrative is officially dead. Nobody is copying Tesla and yes BYD is doing massive numbers but we still don't really know how profitable their full B.E.B.s are half of their sales are still hybrids. Then on top of that if you take all of the government incentives behind BYD away it remains to be seen what their financials would look like.

在Model 3项目最困难的时候，埃隆说他曾与蒂姆·库克联系，讨论苹果以当前价值的十分之一收购特斯拉的可能性。他拒绝了会面。大多数人都熟悉这个说法，即传统汽车制造商和任何电动汽车初创公司最终都可以简单地复制特斯拉，并做得比特斯拉更好。嗯，我认为在这个消息发布后再结合过去一年我们得到的所有消息后，我认为我们终于可以说这个说法已经宣告死亡。没有人在复制特斯拉，是的，比亚迪的销量很大，但我们仍然不知道他们的全电动汽车是否盈利，他们一半的销量仍然是混动车型。此外，如果剥夺了比亚迪背后所有的政府激励措施，他们的财务状况还有待观察。

So yeah we say it pretty often but the difficulty of what Tesla has pulled off is not well appreciated. We got the Tesla China weekly data it came in at 10,800 a decent rebound from the Chinese holiday comparing it to the same week in quarter four that number was 16,700 comparing the first eight weeks of quarter one to quarter four Tesla is now about 23,000 units behind pace but that was never a great comp to begin with quarter one is typically materially slower than quarter four so comparing to quarter one of 2023 Tesla is actually 11.8% ahead of that pace the number this week was 2,500 model threes and 8,300 model wise Tesla is on track for a record quarter one with about one month to go say hello to the micro lino light this is targeting Europe to begin but they are saying this is eligible for registration in the United States as a neighborhood electric vehicle they're hoping to have the first ones here by the end of 2024 these vehicles have a top speed of 28 miles per hour and at least in Europe they're saying anyone with a moped license from the age of 14 can drive one of these the base has a 5.5 kilowatt hour battery that's supposed to go around 62 miles then there's a larger pack of 11 kilowatt hours it sounds like pricing on this vehicle will be somewhere between 15 to 20 thousand dollars how about this one dano doud one of the goofiest dudes out there said i'm pleased to announce he bought the three lost Tesla roasters that were found in that shipping container of course he said thankfully elon's defective self-driving software is not installed that 10 million dollar r and d center for lucid in detroit well turns out they're getting six million dollars from a michigan state grant

所以是的，我们经常说这句话，但是人们并没有充分欣赏特斯拉所取得的成就的困难。我们得到了特斯拉中国每周数据，销量为10,800辆，相比中国假期有了不错的复苏。与第四季度同一周相比，那个数字是16,700辆。比较第一季度的头八周和第四季度，特斯拉现在大约比步调慢23,000辆，但这从一开始就不是一个很好的比较。第一季度通常比第四季度慢得多，所以与2023年第一季度相比，特斯拉实际上领先了11.8%的步伐。本周的数字是2,500辆Model 3和8,300辆Model Y。特斯拉正在朝着创纪录的第一季度前进，大约还有一个月的时间。让我们来看看这款Micro Lino Light，首先针对欧洲市场，但他们表示这款车也符合注册要求，可以作为邻里电动车在美国使用。他们希望在2024年底之前将第一批车引入市场。这些车的最高时速为28英里，至少在欧洲，持有14岁以上摩托车执照的人都可以驾驶这款车。标配是一个5.5千瓦时电池，续航里程大约为62英里，还有一个更大的11千瓦时电池。据说这款车的售价将在15到20,000美元之间。还有，有一个很搞笑的消息，丹诺·道德这个有点奇葩的家伙说他很高兴地宣布购买了被发现在运输集装箱中的三辆丢失的特斯拉敞篷车。当然，他说幸好没有装上伊隆的有问题的自动驾驶软件。而在底特律的卢西德公司的1000万美元研发中心，结果他们从密歇根州基金中获得了600万美元的补贴。

This one will go overlooked but it's pretty cool and i would love to see a lot more of these the governor of illinois was at a new electric vehicle manufacturing training facility today for a ribbon cutting they're celebrating the advanced manufacturing training center in normal illinois which yes is where rivian has one of its factories this program provides students with training certificates and degrees and electric vehicle and energy storage technology the truth is we need a lot more initiatives like this especially when it comes to battery cell production there have been multiple reports for all of these new battery factories going up in the united states oftentimes they lack the proper talent to get them up and running without china or south korea sending over some of their experts.

这可能会被忽视，但确实相当酷，我希望能看到更多这样的例子。伊利诺伊州州长今天出席了一家新的电动汽车制造培训设施的剪彩仪式。他们正在庆祝位于伊利诺伊州诺玛尔市的先进制造培训中心，而正是这里是Rivian其中一家工厂所在地。该计划为学生提供电动汽车和能量存储技术的培训证书和学位。事实上，我们需要更多像这样的倡议，特别是在电池单体生产方面。有多份报告称美国出现了多家新的电池工厂，但往往缺乏适当的人才，无法在没有中国或韩国派遣专家的情况下使其投入运营。

uAW is now saying a majority of hourly workers adam rasey's Bens plantin alabama have signed cars to join the union this same milestone was hit at a vw plant earlier this month but as far as we've heard nothing has developed from that just yet jadee power just said the average new vehicle transaction price in the u.s just fell in february to 44,045 dollars for context december of last year that number was at 48.7 thousand it's almost like they're writing this article from the future because as far as i can see there's a few days left in february but they said despite the elevated transaction prices dealer profit actually fell last month by 31.3 percent as supply levels normalize and go back up so do dealer incentives and down come their profits as we know though this is a chunk of the pie that tesla has never had to give up.

现在说占大多数工时工人的uAW亚当拉希的本斯工厂在阿拉巴马州已经签署了加入工会的汽车。本月早些时候在一家大众工厂也达到了同样的里程碑，但据我们所知，目前还没有任何进展。Jadee Power刚刚表示，美国新车交易价格的平均下降到了44045美元。去年12月这个数字是48700美元。就像他们在未来写这篇文章一样，因为据我看来，二月份还剩下几天，但他们说尽管交易价格上涨，经销商利润实际上在上个月下降了31.3%。随着供应水平恢复和上升，经销商激励措施也在下降，他们的利润也在下降。然而，我们知道，这是特斯拉从未必须放弃的一部分利润。

tesla stock closed the day at a hundred ninety nine dollars seventy three cents up point one seven percent while the nasdaq was up point three seven percent in terms of daily volume tesla was only a hundred thousand shares over hitting the average 30 day volume directly on the nose 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 you.

特斯拉股价收于一百九十九美元零七十三美分，上涨了百分之零点一七，而纳斯达克指数上涨了百分之零点三七。就每日交易量而言，特斯拉的交易量仅比平均30天交易量多了一百万股，准确地命中了目标。希望大家有一个美好的一天，请喜欢视频，如果您喜欢的话，您可以在下面找到我，非常感谢所有支持我的Patreon粉丝们。