Tesla Needs to End This / M3 Ludicrous US Timeline / Rivian R2 vs. Model Y ⚡️

Welcome to Electrified, it's your host, Dylan Lumis. Two quick things. First, I am now finally approved on Apple and Spotify podcasts. So if that's your preferred way to listen, that is now available, they'll both be linked below. If you're wondering, it probably is a bit more helpful for me if you watch on YouTube, but please listen wherever it is most convenient for you. Whether you listen audio only or not, if you wanted to leave a rating or a review on either platform that would be a major help to the channel and would of course help spread the EV message to more people. Second thing, I was called out for abbreviating numbers like this 22.7 thousand rather than rounding up to 23 thousand. So please let me know below what your preference is, keep doing what I'm doing just say same or would you prefer that I start rounding numbers like this up or down? If that's your preference, just comment below round. Thank you.

欢迎来到《电动化》，我是您的主持人迪兰·卢米斯。有两件事要告诉大家。首先，我现在终于在苹果和Spotify播客平台上得到了批准。如果您更喜欢在那里收听，现在可以了，请查看下方的链接。如果您想知道，如果您在YouTube观看对我来说可能更有帮助，但请在您最方便的地方收听。无论您是只听音频还是其他，如果您想在任一平台上留下评分或评论，那将是对该频道的重大帮助，当然也会帮助将电动汽车的信息传播给更多人。其次，有人指责我缩写数字，比如22.7千，而不是向上取整到23千。所以请在下方告诉我您的选择是什么，继续我现在的做法就说“同意”，或者您希望我开始将数字向上或向下舍入？如果您选择后者，请在下面评论“向上取整”。谢谢。

Next one over the weekend, Danielle said her phone died, got locked out of her Tesla, not sure why the car can't be unlocked using an Apple watch or another smartwatch. Elon responded to this saying sure, there are other examples of Elon responding sure and then later that feature actually appears things like Wi-Fi garage door support, a glove box pin feature, disabling mirror auto dimming and a few others. The big question now is when this feature rolls out, if it does, will it be just the ability to unlock your car with your watch or will it be a full blown Tesla watch app as many have requested for years? I know there are some good third party options, I've been using the watch for Tesla now and I'm a fan but it would be nice to have something natively from Tesla.

在周末的时候，Danielle说她的手机没电了，被锁在了特斯拉车外面，不确定为什么车子不能用苹果手表或其他智能手表解锁。埃隆回复说，确实有其他类似的情况，最终会出现像Wi-Fi车库门支持、手套箱密码功能、禁用后视镜自动调光等功能。现在重要的问题是，如果这个功能推出了，是只能用手表解锁车子，还是会成为众多人多年来一直请求的完整特斯拉手表应用？我知道现在有一些不错的第三方选择，我现在就在使用watch for Tesla，我很喜欢，但从特斯拉方面推出一款原生应用会更好。

Let's go back in time May 2021, left wing extremists have claimed responsibility for an arson attack on the power supply at the Gigabrelin construction site. They called themselves the Volcano Group and they said Tesla is neither green ecological nor social, our fire is against the lie of the green automobile. Back to today and the same group is at it yet again with another arson attack on the power supply at Gigabrelin. They said together we're bringing Tesla to its knees, we sabotage Tesla today. Tesla does not expect production to resume this week and they're estimating the damage will end up in the nine figure range. The group said Tesla eats up earth, resources, people labor and spits out SUVs, killing machines and monster trucks in return. Because the complete destruction of the Gigafactory and with it the sawing off of techno fascists like Elon are a step on the path to liberation from patriarchy. The group is also calling for attacks on Tesla vehicles, every activist secret poetry album should not miss a beaten up Tesla, no Tesla in the world should be safe from our flaming rage. The fire took place this morning around 5am, all of Gigabrelin was evacuated and presumably all of the production has been shut down.

让我们回到2021年5月，左翼极端分子声称对吉加布雷林建筑工地的电力供应发动了纵火袭击。他们自称为火山组织，称特斯拉既不环保也不社会化，我们的火焰是反对绿色汽车的谎言。回到今天，同一组织又再次对吉加布雷林的电力供应发动了另一次纵火袭击。他们说我们一起让特斯拉屈服，我们今天破坏特斯拉。特斯拉不指望本周恢复生产，他们估计损失将达到九位数。该组织表示特斯拉吞噬地球、资源、劳动力，并以汽车、杀戮机器和怪物卡车还击。因为吉加工厂的完全毁灭，连同类似埃隆这样的科技法西斯分子的淘汰，是解放父权制度的必经之路。该组织还呼吁对特斯拉车辆进行袭击，每个活动家的秘密诗集都不应该错过一辆破烂的特斯拉，世界上没有一辆特斯拉能够安全躲过我们的愤怒火焰。今天早上约5点发生火灾，整个吉加布雷林被疏散，据推测生产全部停止。

Of course branded birds officials are stepping in and saying things like the constitutional state will react to such an act of sabotage with the utmost severity but I don't have my hopes up because again this group has done this three years ago and they're back for more. You know some reports are saying that nobody was injured, others are saying that a few people were injured and they're saying that this political debate in the area is causing serious damage to our society. Back to Tesla they expect it will take quote some time until the damage can be repaired and the factory can be supplied with electricity again. But just a few lines later they said as of late Tuesday morning most of Tesla's area has been supplied with electricity again. There was also a police operation due to suspected explosives. To be clear this volcano group is entirely separate from the Grunhida Citizens Initiative and is separate from the environmental protesters setting up treehouses in the forest. The citizens initiative group distanced themselves from this fire saying they prefer peaceful methods but they will still hold their opposition demonstration next Sunday. Jigibrelin News on X shared this image saying this is what the terrorists have caused. Reuters is saying the outage will cost Tesla estimated losses in the high hundreds of millions of euros with 1000 vehicles left unfinished on Tuesday alone. A company official was non-committal on whether this would affect plans to double capacity at the site but condemned what he saw as negative sentiment towards it.

当然，品牌鸟官员正在出面说像这样的破坏行为将受到最严厉的宪法国家的反应，但我并不抱有希望，因为这个团体三年前就曾这样做过，他们又回来了。有报道称没有人受伤，另一些报道称有一些人受伤，他们说该地区的政治辩论正在给我们的社会造成严重损害。关于特斯拉，他们预计需要一段时间才能修复损坏，并重新给工厂供电。但只是少数几行后，他们说截至周二上午晚些时候，特斯拉大部分区域的电力已经恢复供应。还有一次警方行动，涉嫌爆炸物。要明确的是，这个火山团体与Grunhida市民倡议完全不同，也与在森林里搭建树屋的环保抗议者不同。市民倡议团体对这场火灾表示了距离，他们表示更喜欢和平的方法，但他们仍将在下周日举行反对示威活动。Jigibrelin X 新闻分享了这张照片，称这就是恐怖分子造成的后果。路透社称停工将使特斯拉估计损失数亿欧元，仅周二就有1000辆车未完工。一名公司官员在被问及这是否会影响该地点扩容计划时表示不置可否，但谴责了他所看到的对此的负面情绪。

I would not be too concerned about this. In fairness a company official is not going to be focused on the expansion plans as this situation is still currently unfolding. It's not just Tesla that was affected, York Steinbach said other areas in the surrounding region, places like hospitals and homes for the elderly were also impacted. Elon said these are either the dumbest eco-terrorists on earth or their puppets of those who don't have good environmental goals, stopping production of electric vehicles rather than fossil fuel vehicles is extremely dumb. Another source has Tesla's plant manager saying it will take some time to get power back to the factory and that Tesla does not expect production to be started up again this week. Translation, it sounds like at a minimum Tesla is going to lose production of about 6000 units. I'll just say it, I think Tesla needs to be swinging a heavy hammer here. You cannot have this group calling for things like the complete destruction of the Gigafactory and outright harm to any Tesla vehicle. Those claims and this action puts not only Tesla employees at risk but also any Tesla customer in that area. The Prime Minister did not rule out the possibility this could be a form of terrorism and if the suspicion is confirmed, the Federal Prosecutor General will have to take over the investigation. Rohan Patel chimed in saying that no Tesla employees were injured in this attack. This is flat out insane behavior and really puts into perspective some of these other protesters in Gigabrelin like those people camping in the forest. This takes the protesting to an entirely different level and brings a whole new level of financial implications that Tesla now has to deal with. As far as I can tell so far, right now no arrests have been made. Quarter one has already been trending to be a less than stellar quarter and this certainly is not going to help the matter. People suggest saying they talk to a source who had some information about the Model 3 performance. Now they're saying the launch is set for May but Tesla still has some challenges to overcome. Their insider is saying a team of 20 engineers made their way to China from Fremont to help fix some of these problems. Two of those issues, suspension and new motor adaptability. Their sources are confirming that this variant is indeed going to be ludicrous and all they shared was the image of an actual ludicrous badge. This part sounds a bit suspect though, they said Fremont sent 20 engineers to help the Chinese. Shanghai plant division fixed those problems with new motor adaptability. The Fremont factory is apparently at the forefront of spearheading the Model 3 highland research and development aspect. So maybe that's the case for this ludicrous variant but everything we've heard previously is that it's actually the Chinese R&D team that was largely responsible for the Model 3 Plus design. The word is those 20 Fremont engineers are back home meaning that possibly that problem has been solved. They're saying it's two motors confirmed for the Model 3 ludicrous that one certainly checks out. They're saying the Model 3 ludicrous will launch in the USA and China in the same month. And if they're saying it's going to launch in May then we'll see if that holds true. Definitely some interesting tidbits and from here forward I am now going to refer to this vehicle as the Model 3 ludicrous given everything that we've been hearing.

我不会对此过于担忧。公平地说，一家公司的官员不会将重点放在扩张计划上，因为这种情况仍在发展之中。约克·施泰因巴赫表示，不仅特斯拉受到影响，周边地区的其他地方，如医院和养老院也受到影响。埃隆表示，这些人要么是地球上最愚蠢的生态恐怖分子，要么是那些没有良好环保目标的人的傀儡，停止生产电动汽车而不是化石燃料汽车是非常愚蠢的。另一消息源称，特斯拉的工厂经理表示，恢复工厂的电力将需要一些时间，特斯拉并不指望本周能够恢复生产。换句话说，听起来，特斯拉至少将损失约6000辆车的生产。我要直说，我认为特斯拉需要采取强硬措施。这个团体不能呼吁完全摧毁吉加工厂和直接伤害特斯拉的任何车辆。这些说法和行动不仅将特斯拉员工置于危险之中，还会危及该地区任何特斯拉客户。总理并没有排除这可能是一种恐怖主义形式的可能性，如果怀疑得到确认，联邦总检察长将不得不接手调查。罗汉·帕特尔表示，没有特斯拉员工在这次袭击中受伤。这是完全疯狂的行为，真的让人深思吉加镇的其他抗议者，比如那些在森林里露营的人。这将抗议提升到一个全新水平，并给特斯拉带来了新的财务影响。据我所知，目前尚未有逮捕行动。第一季度已经趋向不佳，这肯定也不会有所帮助。有人建议称，他们与一位知情人士交谈，了解了有关Model 3性能的一些信息。现在他们说，上市时间定为五月，但特斯拉仍然面临一些挑战。他们内部人士表示，一队由20名工程师组成的团队从弗里蒙特前往中国，帮助解决一些问题。其中两个问题是悬架和新马达的适应性。他们的消息来源证实，这个变种确实将是疯狂的，他们共享的只是一个真正的疯狂徽章的图片。不过，有一点听起来有些可疑，他们说弗里蒙特派出了20名工程师去帮助中国。上海工厂部门解决了新马达适应性的问题。弗里蒙特工厂显然是领导Model 3高地研发方面的先锋。也许这是疯狂变种的情况，但我们之前听到的一切都表明，实际上是中国研发团队主要负责Model 3 Plus设计。据说那20名弗里蒙特工程师已经回国，可能意味着那个问题已经解决。他们说Model 3疯狂将有两个马达，这一点肯定是属实的。他们说Model 3疯狂将在美国和中国同月上市。如果他们说将在五月份上市，我们将看看是否属实。肯定有一些有趣的片段，从现在开始我现在会把这辆车称为Model 3疯狂，考虑到我们一直听到的一切。

One of the main auto safety organizations in Europe, the Euro NCAP just said, the overuse of touch screens is an industry wide problem with almost every automaker moving key controls onto central touch screens. Ablaging drivers to take their eyes off the road and raising the risk of distraction crashes. New Euro NCAP tests due in 2026 will encourage manufacturers to use separate physical controls for basic functions in an intuitive manner limiting eyes off the road and therefore promoting safer driving. The Euro NCAP is not insisting on everything being its own button or switch but the organization wants to see physical controls for turn signals, hazard lights, wipers, the horn and any SOS features. Very important to note, the Euro NCAP is not a government regulator so they don't actually have any power to mandate these feature changes. However, the problem is getting a 5 star safety score from the Euro NCAP is a big selling point so could Tesla score be dinged if they don't make certain changes.

在欧洲是主要汽车安全组织之一，欧洲新车评估计刚刚表示，触摸屏的过度使用是整个行业的一个问题，几乎每家汽车制造商都将关键控制移至中央触摸屏上。这会让驾驶员将目光从道路上移开，增加分心事故的风险。预计2026年的新欧洲新车评估测试将鼓励制造商为基本功能使用单独的物理控制，以直观的方式，限制目光离开道路，从而促进更安全的驾驶。欧洲新车评估并不要求所有功能都是独立的按钮或开关，但该组织希望为转向信号、危险灯、雨刷、喇叭和任何SOS功能提供物理控制。需要特别指出的是，欧洲新车评估并不是政府监管机构，因此他们实际上没有权力强制实施这些功能变化。然而，从欧洲新车评估获得5星安全评分是一个很大的卖点，所以如果特斯拉不进行一些改变，他们的评分可能会受到影响。

Bear in mind, this is not rolling out until 2026 and things could definitely change before then. Plus, most of these safety agencies don't require automakers to have perfect scores across all categories to get that 5 out of 5 stars. Sawyer shared a ridiculous headline, could the $6 billion legal fee in Elon's Tesla pay case be reasonable? Elon responded saying, that's how you know the reporter really hates Tesla and or is being fed this bs by a PR aka propaganda company paid by the lawyers. As we talked about last week, that fee breaks down to $289,000 for each of the 37 lawyers that worked on this case. Yesterday, I mentioned looking through Tesla owners manuals can actually be enjoyable, well here's one example of just that. They have a section for normal operating sounds and this one is cabin noise during acceleration with ludicrous, enabled. Oh shit. You gotta love it. To be clear, that's not new, it's been around for a few years but in case you've never seen it before.

请记住，这项计划要等到2026年才会实施，并且在那之前事情肯定还会发生改变。此外，大多数安全机构并不要求汽车制造商在所有类别中都获得完美的分数才能获得5颗星。Sawyer分享了一个荒谬的标题，特斯拉的60亿美元法律费用是否合理？埃隆回应说，这就是你知道记者真的很讨厌特斯拉，或者是通过一家公关公司向律师支付的宣传费用在炒作。就像我们上周讨论的那样，这笔费用分到了37名参与这个案件的律师身上每人28.9万美元。昨天，我提到翻阅特斯拉车主手册实际上是一件令人愉快的事情，这里就是一个例子。他们有一个关于正常运行声音的部分，其中包含启用狂热加速时的驾驶舱噪音。哦，该死。你会喜欢的。清楚一点，这并不是新的，它已经有几年了，但如果你以前从未见过，这里提供了一个参考。

Full beev sales in Australia for February have set a new record when it comes to market share sitting at 9.6%. That's higher than the prior record that was June last year when it was at 8.8%. The Model 3 Plus became Australia's best selling passenger car in the month outpacing the Toyota RAV4. The top 10 best selling EVs only for February have the Model 3 and the Model Y in first and second by a significant margin. Tesla has launched a scathing attack on Australia's main auto industry lobby group accusing it of attempting to delay climate action by repeatedly making plainly false claims to the public about an Albany's government clean car policy. In case you're confused, the Albany's government is the federal executive government of Australia led by Prime Minister Anthony Albanese of the Australian Labor Party. In a submission to the government about the design of a vehicle efficiency standard, Tesla sharply criticized the federal chamber of automotive industries, FCAI, an organization in which it holds a board seat and is an active member.

2022年2月，澳大利亚的电动汽车销售创下了新纪录，市场份额达到了9.6％。这比去年6月的8.8％的记录高。Model 3 Plus成为澳大利亚本月最畅销的乘用车，超过了丰田RAV4。仅就2月份而言，销量排名前十的电动汽车中，Model 3和Model Y的销量遥遥领先。特斯拉猛烈抨击了澳大利亚主要汽车行业游说团体，指控其企图通过向公众重复发布明显错误的言论来拖延气候行动，特别是针对澳大利亚政府的清洁汽车政策。如果您感到困惑，阿尔班尼斯政府是由澳大利亚工党领导的澳大利亚联邦行政政府，总理是安东尼·阿尔班尼斯。特斯拉在提交有关制定车辆效率标准的建议时，严厉批评了澳大利亚联邦汽车工业协会（FCAI），这是特斯拉在其中担任董事会成员并积极参与的组织。

A long story short, all you need to know, Tesla is criticizing FCAI for running public campaigns, basically trying to brainwash people into thinking that these changes would lead to much higher vehicle prices, which in Tesla's eyes is not at all how the program would work. Tesla said the FCAI knew that its targets would actually allow car makers to increase emissions because of enormous loopholes that create hundreds of thousands of EVs that only exist on paper. The FCAI has been claiming the price of the most popular petrol and diesel cars would jump by thousands of dollars under this government plan and they're describing the policy as a family car and youth tax. The thing is, a vehicle emission standard is not a tax, it requires car companies to meet a per kilometer emissions target averaged across all the new cars it sells in a new year. I said multiple times last year, prepare for the FUD and the attacks to increase because right now we are sitting in this chasm on the adoption curve after the early adopters right before the majority.

简而言之，你需要知道的是，特斯拉批评澳大利亚汽车工业协会进行公共宣传，基本上试图洗脑人们，让他们以为这些改变会导致汽车价格大幅上涨，而在特斯拉看来，这根本不是该计划的运作方式。特斯拉表示，澳大利亚汽车工业协会知道，其目标实际上会让汽车制造商增加排放，因为存在大量漏洞，使得成千上万辆只存在于纸面上的电动汽车出现。澳大利亚汽车工业协会一直声称，最受欢迎的汽油和柴油车的价格将在政府计划下暴涨数千美元，并将这项政策描述为一项家庭汽车和年轻人税。问题是，车辆排放标准并不是一种税收，它要求汽车公司在新的一年内销售的所有新车中达到每公里排放目标的平均值。去年我多次说过，要做好准备，因为现在我们正处在采纳曲线上的这个缝隙中，在早期采用者之后，但在多数人之前。

Translation, the established industry knows that if they have any chance of stopping a company like Tesla or EVs at scale, now is the time to apply the full court pressure. Because if and I believe when we cross over this chasm, there really will be no turning back that EVs are the future. What we put right now is the last chance for the industry, the established players, to delay the EV transition, to milk their ice profits as long as they can before many of these older CEOs retire and sail off into the sunset, leaving the problem for whoever's next. Given the trillion dollar industries that Tesla is disrupting, I'm just telling you, prepare yourself mentally for all of the negativity and nonsense that's out there right now and that will most likely continue to ramp up over the next 1-2 years.

翻译：传统行业知道，如果他们想要阻止像特斯拉这样的公司或规模化的电动汽车，现在就是施加全力压力的时候。因为当我们跨越这个鸿沟时，EV就真的将成为未来，不会再有回头路。现在我们所做的就是为传统行业的大佬们延缓电动汽车的过渡，让他们尽可能在许多老CEO退休，悠然离去之前从冰河利润中挤取收益。考虑到特斯拉正在颠覆的市值数万亿美元的行业，我只是告诉你，要为现在以及未来1-2年里可能继续增加的所有负面言论和胡言乱语做好心理准备。

Sawyer said Elon's going to speak at Morgan Stanley's Technology Media in Telecom Conference this Wednesday at 11.45am. It would be so nice if the interviewer did not ask the same repetitive questions over and over we hear all the time and thus elicits the same responses from Elon over and over. But I'm not holding my breath for anything different. We had Chris Hilbert on X using a website inspector to find some possible information about Rivians upcoming R2 series. Rivians R2 is supposed to be a smaller SUV that will compete directly with the Model Y. Before we get into these specs that Chris shared, I just want to say, there's no guarantee that the final production version has anything close to these numbers. These could be placeholders, these could be internal goals. This vehicle, best case scenario, probably doesn't go into production until 2026 so just keep all of that context in mind.

Sawyer说，埃隆将在本周三上午11点45分在摩根士丹利的科技传媒与电信会议上发言。如果采访者不再反复问同样重复的问题，不时引起埃隆重复回答相同问题，那将会很好。但我不指望会有什么不同的情况。我们让克里斯·希尔伯特使用网站检查器找到了有关Rivian即将推出的R2系列的一些可能信息。Rivian的R2计划推出一款更小的SUV，直接与Model Y竞争。在我们进入克里斯分享的规格之前，我想说，最终生产版本与这些数字可能差异很大。这些数字可能只是占位符，也可能是内部目标。这款车，最好的情况下，可能要等到2026年才会投入生产，所以请牢记所有这些背景信息。

Starting price $47,500. However, it's unclear, does that include the $7,500 tax credit because Rivian has said that yes, this vehicle will qualify. Range up to 330 miles, so that's on the high end and remember this is the entry level price so you're not going to pay 47.5 for 330 miles of range most likely. Zero to 60 in 3 seconds, which would be awesome, 5-seater, and a max ground clearance of 9.8 inches, the rest will be more effective having side by side to the Model Y. The Model Y starting price with no tax credit, $44,000, range on the high end up to 310 miles, zero to 60 in 3.5 seconds, seats 5 or 7. The Model Y length is 1.5 inches longer at 187.

起价为47,500美元。然而，目前还不清楚，这是否包括7500美元的税收抵免，因为Rivian表示这辆车将符合资格。续航里程最高可达330英里，因此这是很高的，并且请记住这是入门级价格，因此您很可能不会支付47.5美元就可以获得330英里的续航能力。 0到60英里的加速时间为3秒，这将是非常棒的，5座座椅，最大离地间隙为9.8英寸，其余性能将更有效与 Model Y 进行横向对比。 Model Y 的起价没有税收抵免是44,000美元，续航里程最高可达310英里， 0到60英里的加速时间为3.5秒，座位 5 或 7。 Model Y 的长度比Rivian长约1.5英寸，达到187英寸。

The Model Y width with the mirrors is 0.6 inches smaller at 83.8 inches, the overall height of the vehicle is 2.9 inches smaller at 64 inches, and the Model Y max ground clearance is 6.8 inches but that is listed as width 2 passengers. The Model Y wheelbase is 1.8 inches shorter at 113.8 inches and yes, he had a typo for the Rivian wheelbase. Look, if the R2 production numbers come in anywhere near these figures, it should be a very popular vehicle. The massive elephant in the room though, and the only thing that matters in the long term, is what will Rivian's margins look like if they sell the vehicle with those stats.

Model Y的宽度加上后视镜为83.8英寸，比原车宽度小0.6英寸，整车高度为64英寸，比原车低2.9英寸，Model Y的最大离地间隙为6.8英寸，但是这是宽度为2名乘客。Model Y的轴距为113.8英寸，比原车短1.8英寸，是的，他在Rivian轴距上打错了字。如果R2生产数量接近这些数字，它应该会是一个非常受欢迎的车型。然而，现阶段唯一重要的事情，也是从长远角度来看唯一重要的事情是，如果他们按照这些数据销售车辆，Rivian的利润率会是多少。

Don't forget, the Model Y might be another few thousand dollars cheaper when 2026 rolls around. I'm definitely hopeful for the R2, this leak was certainly encouraging but don't forget Rivian still has to make it to 2026. There were some other features in the source code like a power roll down liftgate window. Chris, if you happen to see this, nice find sir. Rivian's official R2 launch event will be this week on Thursday, the 7th at 1 p.m. Eastern time. Today Rivian also announced it's laying off about 100 workers at its assembly plant in Illinois. The main Tesla account on X posted join frons and lars for a chat about the new Model 3, streaming live on X March 7th at 2 p.m. Pacific time, you can submit your questions below.

不要忘记，当2026年来临时，Model Y可能会再便宜几千美元。我对R2充满希望，这个泄密确实令人鼓舞，但不要忘记Rivian仍然需要走到2026年。源代码中还有其他功能，比如电动车窗升降器。克里斯，如果你看到这条消息，请看一下，干得好先生。Rivian官方的R2发布活动将在本周四，东部时间下午1点举行。今天，Rivian还宣布正在其伊利诺伊州工厂裁员约100名员工。X上的主要特斯拉账号发布了参加弗朗斯和拉斯关于新Model 3的讨论直播，将于3月7日下午2点太平洋时间举行，您可以在下面提交您的问题。

Jaguar just announced they'll halt production of their gas powered models by June of this year. This is part of their plan to transition into an EV-only brand by 2025. This transition includes the end of the eyepace, their first EV they dropped in 2018 by the end of this year. The end of the eyepace and XF models is a prelude to the launch of Jaguar's next gen EVs. The company has plans for three new EVs to be built on their Jaguar electric architecture. The plan for the first one of these will be a four-seat electric GT car with its targeted price around 100,000 Euro. Their transition strategy involves a calculated wind down of its gas powered models while ensuring a continuous supply of vehicles until the new electric models are ready for market. With almost all other automakers going the opposite direction, pulling back on EVs and focusing more on hybrid or gas, it's really refreshing to see articles like this even though Jaguar isn't really a high volume player.

捷豹刚刚宣布，他们将在今年6月停止生产燃油动力车型。这是他们计划到2025年过渡成为一家纯电动汽车品牌的一部分。这个转变包括他们在2018年推出的首款纯电动车型eyepace，将在今年年底停产。eyepace和XF车型的停产是为了预告捷豹下一代纯电动汽车的推出。该公司计划在捷豹电动架构上建造三款新纯电动汽车。这三款新车型中，计划推出的第一款是一款四座电动GT跑车，预计售价在10万欧元左右。他们的过渡策略包括有计划地停产其燃油动力车型，同时确保在新电动车型准备投放市场之前持续提供车辆供应。在几乎所有其他汽车制造商都朝着相反方向发展，减少纯电动汽车的同时更多地关注混合动力或燃油动力的情况下，看到像这样的文章真的让人感到耳目一新，尽管捷豹并不是一个高产量的玩家。

Here's a look at the 2024 Dodge Charger Daytona. The first two-door all electric chargers will go on sale this summer. The charger lineup will be available in two and four-door trims and will either be pure electric or ice variants as well. The EV variants get a 400-volt architecture but the SRT Banshee variant will be on 800 volts. All chargers, gas or electric will have standard all-wheel drive. Production of the 2024 Dodge Charger Daytona two-door EV will begin in the middle of this year at a plant in Canada. They're saying the SCAT pack will have a zero to 60 time of 3.3 seconds. For now, all of the electric chargers will have two motors but down the line they'll offer a variant with one.

2024年道奇充电器戴通纳（Daytona）款式已经亮相。首款两门全电动充电器将于今年夏季上市。充电器系列将提供两门和四门款式，同时也可以选择纯电动或传统汽油发动机款式。电动汽车版本采用400伏电力系统，而SRT幽灵(传统汽油版)款式将采用800伏电力系统。所有充电器，无论是汽油还是电动，都将配备标准全轮驱动系统。2024年道奇充电器戴通纳（Daytona）两门电动版的生产将于今年中期在加拿大的一家工厂开始。据说SCAT包版本的百公里加速时间为3.3秒。目前，所有的电动充电器都将配备两台电动机，但未来将会推出单电机版本。

They'll also start off with a 100.5 kilowatt hour battery pack. They'll use Samsung's prismatic cells from Korea in the first year and then shift to ones made in Kokomo in the United States when that plant is up in 2025. The range will be 317 miles for the RT and 264 the SCAT pack. They'll charge at peak speeds of 350 kilowatts. The engineer said we want to be able to say my car gets 50 miles less range but my car is cooler. And no yeah you better believe it there will be different sounds for each drive mode. Tesla China's weekly insurance data came in lower than most of the analysts were expecting at 12,500 for the week comparing that to the same week in quarter four. That number was 17,400.

他们还将使用一块100.5千瓦时的电池组。第一年他们会使用来自韩国三星的棱柱形电池，然后在2025年Kokomo工厂启用时转向美国制造的电池。RT的续航里程将为317英里，SCAT包装的续航里程将为264英里。他们的充电速度将达到最高350千瓦。工程师说，我们希望能够说我的车的续航里程少了50英里，但我的车更酷。而且没错，你最好相信，每种驾驶模式都会有不同的声音。特斯拉中国的每周保险数据低于大多数分析师预期的12500周，与第四季度的同一周相比是17400。

As expected Tesla will not be setting a new quarterly record in quarter one but comparing to quarter one of 2023 Tesla is still 8.5% ahead of that pace. I did want to mention meat Kevin was kind of implying that the sky was falling a little bit for Tesla sales if you compare January and February this year to the same time frame last year to smooth out for the Chinese New Year. It is true that comparing January and February this year to the same two months last year right now we are about 6% shy of that pace. We're only two months into the year but if this trend for Giga Shanghai wholesale were to continue then Tesla is going to need to make up that difference in some other markets around the world. It's now official Monroe and associates have their hands on a cyber truck and they said this is the beginning of their cyber truck tear down what many of us have now been waiting for for some time.

正如预期的那样，特斯拉在第一季度不会创造新的季度销售纪录，但与2023年第一季度相比，特斯拉仍然领先了8.5%。我想提一下凯文暗示特斯拉销售可能出现了一点问题，如果你比较今年1月和2月与去年同期的销售，要进行一些调整以考虑中国新年。确实，与去年同期相比，今年1月和2月我们目前还有约6%的差距。虽然今年才过了两个月，但如果上海超级工厂的批发销售趋势继续下去，那么特斯拉将需要在世界其他市场上弥补这种差距。现在蒙罗和合伙人已经开始研究一辆电动皮卡，他们称这是他们期待已久的这辆电动皮卡解体的开端。

I think you all know this is going to be a special series from Monroe. What were we talking about just last week with the massive growth expected in these data centers it just makes sense to outfit them with renewable energy and battery storage. Today Amazon web services has acquired Talon Energy's Data Center campus at a nuclear power station in PA. Talon said AWS aims to develop a 960 megawatt data center campus. If you head over to X replying to someone posting this article Elon said interesting. Brian responded with data from Frost and Sullivan saying US data center power use is expected to triple by 2030. Gregor truck shared some data showing the current charge curve for an 800 volt NACS charger using the cyber truck.

我想你们都知道，这将是从Monroe推出的一个特别系列。就在上周我们还在谈论数据中心的巨大增长预期，现在为它们配备可再生能源和电池储存就显得很合理了。今天亚马逊网络服务公司收购了Talon Energy在宾夕法尼亚核电站的数据中心校园。Talon表示，AWS计划开发一个拥有960兆瓦数据中心的校园。如果你去X回复这篇文章，埃隆说感兴趣。布莱恩回复了弗罗斯特和沙利文的数据，称美国数据中心的电力使用预计到2030年将增加三倍。格雷戈分享了一些数据，显示目前使用800伏特NACS充电器对CyberTruck进行充电的充电曲线。

This was not from a supercharger but from this company NXU. The black line is the state of charge on the right and then you have the gold line showing the kilowatts. The peak voltage of this session was 814 volts and that resulted in a 327 kilowatt charging speed albeit temporarily. So the cyber truck went from 0 to 50% state of charge in about 17 minutes. But going from 0 to 80 it still took about 40 minutes because as you can see it did not hold those peak charging speeds for very long at all. After five minutes it tapered off pretty dramatically. Throughout the majority of this charge curve the speeds were between about 180 and we'll call it 70 kilowatts. Certainly still some work to be done with a 4680 battery chemistry.

这次充电不是来自涡轮增压器，而是来自这家公司NXU。黑线代表右侧的充电状态，然后你有金线显示的是千瓦。这次充电的峰值电压为814伏特，导致充电速度达到327千瓦，尽管是暂时的。因此，赛博卡车在大约17分钟内从0%充电状态到50%。但是，要从0%充电到80%，仍然需要大约40分钟，因为你可以看到，它并没有保持那种峰值充电速度特别长时间。五分钟后，速度急剧下降。在大部分充电曲线中，速度在大约180到70千瓦之间。显然，在4680电池化学方面仍有很多工作要做。

Neil reported its net loss for 2023 it came in at $2.9 billion. Look at this thing. Li Auto just launched its first pure electric vehicle the mega supposedly the world's largest electric vehicle in mass production starting at $77,800. Li Auto did just report their first annual profit but they also focus on extended range EVs which have a generator powered by gas that can recharge their smaller batteries. It's a form of a hybrid but technically it's more similar to a full B.E.V. than something like one of Toyota's hybrids. But this mega full B.E.V. has three OLED screens and AI based interactive voice command system built in massagers and a car fridge.

尼尔报告称，2023年其净亏损为29亿美元。看看这个消息。理想汽车刚刚推出了他们的第一款纯电动汽车“Mega”，据称是世界上产量最大的电动汽车，起售价为77,800美元。理想汽车刚刚宣布他们的第一笔年度盈利，但他们也专注于续航里程更长的电动汽车，这些汽车配备有可以通过燃气驱动的发电机为较小的电池充电。这种车型是混合动力的一种，但在技术上与丰田的混合动力车型相比更类似于全电动汽车。但这款“Mega”全电动汽车配备有三块OLED屏幕和基于人工智能的互动语音命令系统，内置按摩器和汽车冰箱。

VW faces a pair of lawsuits in Germany over claims it was the battery in a Porsche EV that triggered that 2022 fire onboard a cargo ship that eventually sank with thousands of cars on board. Adam Jonas and Morgan Stanley put out a new Tesla stock note and they said if there was ever a time for Tesla to potentially post a gap EBIT loss in the auto business it might be this year.

大众汽车在德国面临两起诉讼，原因是有人声称是保时捷电动汽车上的电池引发了2022年货轮上的火灾，最终导致数千辆汽车沉没。亚当·乔纳斯和摩根士丹利发布了一份新的特斯拉股票研究报告，他们表示，如果特斯拉有可能在汽车业务上出现差额EBIT亏损，那么今年可能会出现这种情况。

The main reasons Tesla's product is relatively aged. EV demand is decelerating in key markets. The Chinese EV market is over supplied leading to price cuts and the hybrid of renaissance. For the fiscal year 2024 they've revised down their expectations for Tesla's auto gross margin down to 11.4% from 13.2. This is without regulatory credit sales. They're expecting the trough for this figure in quarter two of 9.9% setting the bar pretty low. They said we believe Tesla has significant attributes to be valued as an AI beneficiary but the company must see a stabilization in the negative earnings revision within the auto business first. This process may take a few more quarters to see through over which time our $100 bear case may be in play.

特斯拉产品相对过时的主要原因是电动汽车需求在关键市场上放缓。中国的电动汽车市场供应过剩，导致价格下降，同时混合动力车型得到复兴。对于2024财年，他们将特斯拉的汽车毛利率预期从13.2%降至11.4%。这还不包括监管信用销售。他们预计这一数据将在第二季度触底，为9.9%，设定了相当低的标准。他们表示，我们相信特斯拉具有作为人工智能受益者而被评估的重要属性，但公司必须首先看到汽车业务中负面盈利修订的稳定。这个过程可能需要再过几个季度才能完成，在此期间，我们的100美元的空头情况可能会生效。

Despite the negative sentiment they still have a $320 Tesla stock price target. There are some new cyber truck accessories including a vault cargo bins and under seat storage bins. Tesla stock closed the day at $180.74 down 3.93% while the Nasdaq was down 1.8%. Today Tesla traded about 12 million shares over the average 30 day volume.

尽管市场情绪较为消极，但他们仍看好特斯拉股价目标达到320美元。特斯拉推出了一些新的Cybertruck配件，包括货物箱和座位下方的储物箱。特斯拉股价收盘在180.74美元，下跌了3.93%，而纳斯达克指数下跌了1.8%。今天特斯拉的交易量约为1200万股，超过了过去30天的平均交易量。

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.

希望你们度过美好的一天。如果喜欢视频的话，请点个赞。你可以在下方找到我在X联播，十分感谢所有我的Patreon支持者。