Tesla's "Controversial" Decision / Porsche Came to Play / Toyota: Get Real ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my newest patron, Tom M. Thank you for choosing to support the channel. Gigabrelin has been a very active place as of late. On Sunday we had some protesters, some were against Tesla's expansion at Gigabrelin, but a couple hundred were for it.

欢迎来到《电动化》，我是您的主持人迪伦·卢米斯。特别感谢最新的赞助者汤姆·M。感谢您选择支持本频道。最近，Gigabrelin一直非常活跃。周日我们有一些抗议者，一些人反对特斯拉在Gigabrelin的扩张，但也有几百人支持。

Those against, per the usual, citing fears about Tesla contaminating the drinking water. The estimated number of protesters against Tesla's expansion at number between 800 and 1000 on Sunday. The counter demonstration, those in solidarity, standing with Tesla numbered around 200.

那些反对者通常担心特斯拉会污染饮用水。上周日反对特斯拉扩张的抗议者估计在800到1000人之间。而支持特斯拉的人数约为200人。

There's still around 80 or so environmentalists camping out in that forest, and they're allowed to do this so far until March 15. Germany's Federal Network Agency, the one that's responsible for the infrastructure, said the legislator is currently working on the requirements for the security of critical infrastructure, including against physical threats. The aim is to further raise the level of security.

那片森林里仍有大约80位环保人士在露营，他们目前被允许待到3月15日。德国联邦网络局负责基础设施，表示立法者目前正就确保关键基础设施的安全性，包括对抗身体威胁，制定要求。旨在进一步提高安全水平。

Beasy Berlin reported, in reality, Tesla is a water efficient consumer. The Tesla factories used a total of 451.7 thousand cubic meters of fresh water last year. 1.3 million was approved. Translation, last year, Tesla only used about one third of the water it's been approved to use. To further highlight the absurdity of Tesla being attacked, they said Tesla requires 2.25 cubic meters of water to produce one new car. VW requires 3.75 cubic meters.

在实际情况下，特斯拉是一个节水高效的消费者。特斯拉工厂去年总共使用了451.7万立方米的淡水，而批准使用的是130万。换句话说，特斯拉去年只使用了大约批准使用量的三分之一的水。更进一步强调了对特斯拉的攻击是多么荒谬，他们说生产一辆新车需要2.25立方米的水，而大众汽车需要3.75立方米。

Update, Gigabrelin has officially been reconnected to the grid. Tesla said, as soon as this happens, we will gradually start up the systems. It's not yet possible to say how long it'll take until production can be fully resumed. Whether Berlin resumes production this week or next week isn't super material given that Tesla's quarter one is already trending much lower than where Wall Street is expecting, so I would just say over the next few weeks, toward the end of the quarter, expect a significant number of Wall Street estimate cuts.

更新：吉加布雷林已经正式重新接入电网。特斯拉表示，一旦发生这种情况，我们将逐渐启动系统。目前还不可能说需要多长时间才能完全恢复生产。无论柏林是在本周还是下周恢复生产都不是很重要，因为特斯拉第一季度的表现已经远低于华尔街的预期，所以我只能说在未来几周朝着本季度结束时，预计会有大量的华尔街估值下调。

The official Wall Street estimate still sits around 474,000, but it's looking like Tesla may end up between 420 and 430,000. On that note, Deutsche Bank just said that they expect Tesla's first quarter deliveries to miss Wall Street expectations by a wide margin. For Q1, we lower our delivery estimate to 427,000 units down from 476,000 before. They cited slow model 3 plus production in the US and a slower Cybertruck ramp.

官方华尔街估计仍然围绕在474,000左右，但看起来特斯拉的交付量可能会落在420到430,000之间。在这一点上，德意志银行刚刚表示，他们预计特斯拉第一季度的交付量将远远低于华尔街的预期。对于第一季度，我们将交付量预计下调至427,000辆，之前的预估为476,000辆。他们提到了美国Model 3和Cybertruck生产缓慢所致。

They also cut their full year delivery estimate to 1.96 million. The current Wall Street consensus is 2.1 million. With the new labor costs and margin dilutive Cybertruck coming online at the beginning of 2024, we expect Q1 margin to slide deeper on a quarter over quarter basis, with a limited room for improvement throughout the year. If there's a short term silver lining to be had between 1-2 years, the lower these expectations become for Tesla, the greater opportunity Tesla will have to surprise to the upside.

他们还将全年交付预期削减至196万辆。目前华尔街的共识是210万辆。随着新的劳动力成本和边际稀释的Cybertruck将于2024年初投入使用，我们预计第一季度的利润率会在季度之间更深地滑落，全年改善的空间有限。如果在1-2年内存在一种短期的积极因素，那就是对特斯拉的预期降低得越多，特斯拉就会有更多机会给人们带来惊喜。

I cannot vouch for these accounts, so I would place this firmly in the rumor category for now, but they're saying that Chinese media are reporting Tesla's FSD beta in China is moving forward quickly with a tentative release target of this summer. Just keep in mind, these rumors have been going around now for months, however, I would note that X-Pang's Tesla-like FSD feature was just recently approved for a much wider rollout across China. I didn't want to gloss over that one, but last year, plenty of people were saying that Tesla was going to roll out FSD gradually in December of last year and that came and went.

我无法对这些报道提供担保，所以我现在把它坚定地归类为谣言，但他们说中国媒体正在报道特斯拉在中国的FSD测试版正快速推进，并计划在今年夏季初步发布。请记住，这些传言已经传开多个月了，不过，我要指出小鹏的特斯拉式FSD功能最近已经获得了在中国更广泛推广的批准。我不想忽视这一点，但去年，很多人都说特斯拉会在去年12月逐步推出FSD，结果并没有实现。

My stance remains unchanged, I don't think Tesla will roll out FSD in any other countries until version 12 at least goes to a wide release in the United States. The way I see it, that's the first domino that has to fall, until that happens, everything else is just noise. There was an interesting article from the information talking about how many Tesla veterans people that used to work at Tesla have since left the company to start and work in higher up positions at other EVN battery companies.

我的立场仍然没有改变，我认为特斯拉至少要在美国推出版本12之后才会在其他国家推出FSD。在我看来，这是第一块必须倒下的多米诺骨牌，直到这一点发生，其他一切都只是噪音。有一篇来自《信息》杂志的有趣文章谈到许多曾在特斯拉工作过的人已经离开公司，去其他电动汽车和电池公司担任高级职位。

One former Tesla employee said the experience made him think big, want to solve complex problems, and he had the confidence that he could succeed even if he failed once or twice along the way. A key question the information sought to answer with this project was why Tesla is so overrepresented at the top of other companies. One simple answer is that Tesla may simply attract Type A employees who naturally tend to want to run a company. Another is Tesla's Cashay.

一位前特斯拉员工表示，这种经历让他有远大的志向，想要解决复杂问题，即使一两次失败也相信自己能成功。这个项目试图回答的一个关键问题是，为什么特斯拉在其他公司的高层中占比如此之高。一个简单的答案可能是，特斯拉可能吸引了那些天生渴望管理一家公司的A型员工。另一个原因是特斯拉的吸引力。

To investors, the Tesla credential represents instant credibility for an entrepreneur raising money for a startup or for a startup hiring its first execs. But as you see throughout the article, Tesla seems to convince its employees that they can tackle the industry's biggest, most complex problems. The company cultivates a holistic understanding of the industry. Tesla veterans often think big in a way that's necessary to found a company.

对投资者来说，特斯拉的认可代表着对创业者筹集初创公司资金或初次招聘高管的迅速认可。但正如文章中所述，特斯拉似乎说服其员工他们可以解决行业最大、最复杂的问题。该公司培养了对行业的全面理解。特斯拉的老员工往往以建立公司所必需的方式进行大胆设想。

Recently we talked about Pete Blades leaving Tesla for an aviation startup and he said that Tesla leverages its people. It really rewards pro activity. It does not diminish it. It does not stop it. It highlights the people that are gifted or skilled at what they do and they support it. That is the big difference. And for current Tesla employees, given that Tesla stock has now stagnated and been compressing for over three years, that means recent employees in the past three years most likely don't have that huge stock appreciation like people have in the past. One that'll keep them much more motivated to continue solving problems. And two, Tesla likely won't lose as much talent because those employees have not seen major stock appreciation, setting them financially free and leading them to pursue other ventures.

最近我们谈到了Pete Blades为一家航空初创公司离开特斯拉的事情，他说特斯拉充分利用自己的员工。它真的奖励主动性。它不会削弱它。它也不会阻止它。它会强调那些具有天赋或技能的人，并支持他们。这就是最大的区别。对于现在的特斯拉员工来说，鉴于特斯拉股价最近三年来停滞不前，股价也一直在下跌，这意味着过去三年里的员工很可能没有像过去那样获得巨大的股票增值。这会让他们更有动力继续解决问题。而且，特斯拉可能不会失去太多人才，因为这些员工并没有看到股票大幅增值，从而导致财务自由，并促使他们追求其他事业。

I've always thought it was interesting how many people will protect things like their cars, power tools, but not their most critical sensitive personal data. I always recommend using a VPN when using public Wi-Fi. You never know when a network is unsecured. The sad reality is you're probably not safe at your home either. Your internet service provider can track everything you do. That's why I've linked up with Surfshark VPN, the sponsor of this video. So many websites nowadays are using pretty sophisticated AI to do targeted advertising and a VPN can help protect you from some of that. We all hate those web pages that bombard you with ads and Surfshark has you covered here with its clean web feature that actually blocks these ads, trackers and malware. It also allows you to make it look like your IP address is coming from a completely different country.

我一直觉得有趣的是，很多人会保护像汽车、电动工具这样的东西，但却不保护自己最关键、敏感的个人数据。我总是建议在使用公共Wi-Fi时使用VPN。你永远不知道哪个网络是不安全的。令人沮丧的现实是，甚至在家里你也许也不安全。你的互联网服务提供商可以追踪你所做的一切。这就是为什么我和本视频的赞助商Surfshark VPN合作。如今许多网站都在使用相当先进的人工智能进行定向广告，而VPN可以帮助保护你免受某些影响。我们都讨厌那些充斥着广告的网页，Surfshark可以通过其清洁网络功能来屏蔽这些广告、追踪器和恶意软件。它还允许你让你的IP地址看起来来自另一个国家。

So no matter where you're at in the world, you can unlock new libraries of content. Surfshark is also one of the only VPNs to offer one account for use on an unlimited number of devices. So if you want to protect your privacy along with those power tools, you can use my code electrified to get an extra three months for free at surfshark.deals slash electrified linked below, or you can use the QR code right on the screen. Plus, Surfshark offers a 30 day money back guarantee. So you have nothing to lose. Thanks for considering supporting the channel.

无论你身在何处，你都可以解锁新的内容库。Surfshark也是为数不多的VPN之一，可以在无限设备上使用一个帐户。所以，如果你想保护隐私以及那些强大的工具，你可以使用我的代码"electrified"在下面的surfshark.deals/electrified链接处免费获得额外三个月，或者直接使用屏幕上的QR码。另外，Surfshark提供30天的退款保证，所以你无需担心任何损失。感谢考虑支持本频道。

Good to know it can withstand 9 millimeter and 22 bullets so far. There's one to 17 hmr going two and a half times faster than the 22. And even though it's about the same size as the 9 millimeter, this one should go through. Oh yeah. Oh that went crazy. Okay, it went through the door panel, but it didn't go through anything else. One. A 50 cow does go all the way through the cyber truck door, but the window still worked. Edmonds, a publication that historically has been somewhat anti Tesla, actually said we've owned pretty much every car Tesla has ever made. And the cyber truck is the first time build quality meets expectations.

很高兴知道它目前可以承受9毫米和22毫米子弹。有一个17磅的hmr速度比22磅快两倍半。尽管它大约和9毫米一样大，这个应该能穿过。哦对了。哦那太疯狂了。好吧，它穿过了门板，但没有穿透其他任何东西。.50口径的子弹确实穿透了塞伯特卡车的门，但窗户仍在工作。Edmonds, 这个一直对特斯拉持有一定抵触态度的出版物，实际上表示我们几乎拥有特斯拉制造的每一款车型。塞伯特卡车是第一次在建造质量方面达到了预期。

On the surface, this may not seem like much, but coming from Edmonds, it says a lot. Martin Vieja said we brought a cyber truck to the Morgan Stanley Conference in San Francisco yesterday. People seem to like it quite a bit. I wanted to bring this up to make a separate point. Now that we have some cyber trucks out in the wild and some videos are being posted, we're getting more authentic reactions from people around the cyber truck. Certain pockets of the internet, Reddit, and a few others would have you believe that the entire world hates the design of the cyber truck. But many of these reactions I'm seeing in these videos are super positive. People are excited, they're interested, and they're just generally drawn toward the vehicle.

表面上看，这可能不起眼，但从埃德蒙兹来看，这意义重大。马丁·维多亚说，昨天我们在旧金山的摩根斯坦利会议上展示了一辆电动卡车。人们似乎非常喜欢它。我想提出这一点是为了表达另一种观点。现在我们在野外有一些电动卡车，一些视频正在被发布，我们接收到了更多人们对电动卡车的真实反应。互联网的某些角落，比如Reddit等，可能让你相信整个世界都讨厌电动卡车的设计。但我在这些视频中看到的许多反应都非常积极。人们感到兴奋，他们感兴趣，他们只是普遍被这辆车所吸引。

Sure, maybe these uploaders are only sharing the good things, but I just want to say in a few years, if Tesla can produce more than 250,000 of these per year, and a celivariant between 50 and 60,000 dollars, Tesla should be able to comfortably exceed that 250,000 unit per year target. That's starting to feel more and more like a sandbag from Elon and co. And that's not just because of the looks, but it's the driving dynamics, it's the perceived interior quality, and the list of other features that people are raving about.

当然，也许这些上传者只是在分享好的事情，但我想说的是，如果特斯拉能在几年内每年生产超过25万辆这样的车型，并且售价在5万到6万美元之间，特斯拉应该能够轻松超过这一年销量目标25万辆。这种感觉越来越像是伊隆和他的团队故意压低销量预期。这不仅仅因为外观，还有驾驶动力学，以及人们津津乐道的室内质量和其他功能列表。

Over the weekend, some folks were sharing some source code about potential Model 3 ludicrous leaks, and they shared some data. I'll just tell you right now, personally, I don't think these are going to be the actual specs at all. The source code that was shared was saying a range of 310 miles, a top speed of 162, and a zero to 60 time of 3.2 seconds.

在周末，一些人分享了一些关于潜在的Model 3疯狂泄漏的源代码，他们分享了一些数据。我现在告诉你，个人觉得这些并不会是实际规格。分享的源代码显示续航里程310英里，最高速度162英里/小时，0到60英里/小时加速时间为3.2秒。

The range could be reasonable, but I think the acceleration would be a letdown for many given that the old Model 3 performance did 3.1 seconds. So maybe this source code was just being used as a placeholder, and it'll be updated in the future. If you look, it does say a long range all-wheel drive performance. I will say there is a chance that Tesla has spent significant engineering resources on the Model 3 ludicrous to make it a more track capable vehicle, not just focusing on straight line acceleration and speed.

范围可能是合理的，但我认为加速度会让很多人失望，因为老款Model 3性能版本只需3.1秒就能完成加速。也许这个源代码只是用作占位符，未来可能会更新。如果你仔细看，原文中确实提到了长续航四驱性能型。我要说，特斯拉可能已在Model 3的疯狂版本上投入了大量工程资源，使其成为更适合赛道的汽车，并不只关注直线加速和速度。

Having said that though, I personally am not putting too much stock into these figures. Sources are telling drive Tesla Canada that Tesla plans to raise the price of the Model Y by $1000 on March 15th for the rear wheel drive and the long range variance only. Even if these price hikes take place, these vehicles will still qualify for the federal ISEV incentive as well as for the incentives in both Quebec and BC. Joe Tettmeyer gave us an update on Tesla's lithium refinery. He said the rotating kiln and cooler set are mostly installed now, and there appears to be a new electrical substation nearing completion too.

尽管如此，我个人对这些数据并不太放在心上。消息来源告诉特斯拉加拿大，特斯拉计划于3月15日将Model Y的价格提高1000美元，仅适用于后轮驱动和长续航型。即使这些价格上涨发生，这些车辆仍将符合联邦ISEV激励计划，以及魁北克和卑诗省的激励计划。Joe Tettmeyer向我们更新了特斯拉的锂矿提炼工厂。他说，旋转窑和冷却器组件现在大部分已经安装完成，一座新的电力变电站似乎也快要完工了。

Right now, Tesla has about 40 open positions for the refinery on its careers page. It's always good to see progress, but the truth is this project is behind schedule. You may recall Tesla's senior manager of operations for this site. Jason Bavon said last year, we will begin commissioning the assets roughly at the start of next year, which would be 2024, and this momentum will continue in earnest during the first half of the year. Production will ramp up in the last half of 2024.

目前，特斯拉在其招聘页面上有大约40个闲置职位。看到进展总是好事，但事实是这个项目进度落后了。你可能还记得特斯拉这个工厂的运营高级经理Jason Bavon去年说过，我们将在明年初左右开始投产，也就是2024年，并且这个动力会在第一半年加速。生产将在2024年的后半年加速。

At the time, he also suggested the potential for expansion of this lithium refinery after phase 1 is ready. Based on these photos, my new expectation for the commissioning of this site wouldn't be until quarter 3 at the very earliest. I'm just guessing here, but I think we'll be comfortably into 2025 before we get any meaningful production from the lithium refinery. I've been trying to keep a closer eye on Tesla sales in Germany because toward the end of last year, they were on a downward trend. At least for February though, in Germany, the overall best-selling SUV was the Tesla Model Y.

当时，他还建议在第一阶段完成后对这家锂电精炼厂进行扩建的潜力。根据这些照片，我对该工厂投产的新预期最早将在第三季度之前。只是猜测，但我认为我们要到2025年之后才能从这家锂电精炼厂获得任何有意义的产量。我一直在密切关注德国特斯拉的销售情况，因为去年底他们的销量呈下降趋势。不过，至少在二月份，德国整体销量最高的SUV是特斯拉的Model Y。

Not only was it the best-selling SUV overall, but it was the best-selling fully electric vehicle for the month with 5.4 thousand units making up 19.7% of the BEV market share. Full BEVs made up 12.6% of the market in February. Martin Vieja shared the results of a Bloomberg survey from 2023. We talked about this quite a while back, he said. It's quite staggering that so many gas car owners are worried about charging and long trips, while the overwhelming majority of Tesla owners feel exactly the opposite.

这款SUV不仅是全面销量最好的，还是当月最畅销的全电动车，销量为5.4千辆，占BEV市场份额的19.7%。全电动车在2月份市场份额为12.6%。Martin Vieja分享了2023年彭博调查结果。他说我们很久之前就谈论过这个问题了。很多汽油车车主担心充电和长途旅行，而特斯拉车主却绝大多数表现得正好相反，这真是令人震惊。

This is where education through ads makes sense. I'll say this, I'm hoping that Tesla's head of IR is not finding out about this information for the first time over the weekend. These surveys are the type of thing Martin should have his notifications turned on for. The takeaway though is that more and more, Tesla's leaders are becoming aware that they need to do advertising to educate the next wave of adopters. This might sound weird, but it's one of the questions I'm most looking forward to having Tesla answer, hopefully toward the end of 2024. I would love to hear how some of their early advertising efforts are being received. And then ultimately after a year or so of running some of these ads heading into 2025, how do they feel about advertising in general and what type of success have they had. Being in the social media space, I've been thinking about this one a decent amount. The one thing I keep coming back to, I think there's a large portion of the population that already has their mind made up about electric vehicles and seeing an ad from the horse's mouth itself Tesla may not be enough to sway their thinking. I definitely think Tesla needs to spread the message about Model Y affordability and the IRA tax credits, but at this point I think there are certain narratives that might require a friend or a family member to own an EV and share their story for some of these people to actually change their mind. I'd be curious to know what you guys think about that one.

这就是广告教育发挥作用的地方。我想说的是，我希望特斯拉的投资者关系主管不是在周末第一次听到这些信息。这些调查是马丁应该开启通知的类型。然而，重点是，越来越多的特斯拉领导人意识到他们需要进行广告以教育下一波采用者。这可能听起来有点奇怪，但我最期待的问题之一就是特斯拉希望在2024年底左右回答的问题。我很想知道他们早期的广告努力是如何被接受的。然后，在运行这些广告一年左右进入2025年后，他们如何看待广告以及他们取得了怎样的成功。作为社交媒体领域的一员，我已经思考这个问题相当长时间了。我总是想到一点，我认为有很大一部分人口已经对电动汽车有了自己的看法，从特斯拉这样的原始渠道看到广告可能不足以改变他们的想法。我确实认为特斯拉需要传播关于Model Y的可负担性和IRA税收抵免的信息，但在这一点上，我认为有些叙述可能需要一个朋友或家人拥有电动汽车并分享他们的故事，才能让某些人真正改变他们的想法。我很想知道你们对这个问题有什么看法。

As it turns out, Tesla is going to enforce the no resale clause when it comes to the Cybertruck. The first person they're cracking down on is a Cybertruck Owners Club forum member. This individual just had his Cybertruck listed across multiple sites, he didn't even sell it. He was hoping for a big payout, Tesla got wind of these listings, he said he thinks it might have been the car gurus listing, then Tesla's loss and prevention team reached out to let them know their two other Cybertruck reservations had been cancelled and order fees refunded. Not only that, they have been blacklisted from ever ordering another Tesla. Tesla said in an email moving forward, any future orders placed by you will be cancelled without a refund of the $100 reservation or $250 order fee, as official notification has been provided to you regarding this matter. Personally, I would have much rather seen Tesla make an example of some of the bigger players like the CEO of that show me the VIN website that was quite literally trying to flip multiple Cybertrucks and run a small site operation. But hey, small player or large player rules are rules and Tesla is looking to send a message. I would just say, if Tesla's gonna punish this guy for not selling his truck, I definitely hope they follow through and punish all of the people who actually did sell their truck for a large profit.

结果显示，特斯拉将执行对于Cybertruck的禁止转售条款。第一个被打击的人是Cybertruck车主俱乐部论坛的成员。这个人刚刚在多个网站上列出了他的Cybertruck，他甚至没有卖掉它。他希望可以获得高额回报，特斯拉得知了这些上市的消息，他说他认为可能是汽车专家的上市，然后特斯拉的损失与预防团队联系他，通知他们他们的另外两个Cybertruck预订已被取消，订单费已退还。不仅如此，他们被列入黑名单，禁止再次订购特斯拉。特斯拉在一封电子邮件中表示，未来你下的任何订单都将被取消，不会退还100美元的预订费或250美元的订单费，因为官方已向您提供有关此事的通知。就我个人而言，我更希望看到特斯拉对一些更大的玩家做个示范，比如那个试图转售多台Cybertruck并且经营一个小网站的show me the VIN网站的CEO。但是，无论是小玩家还是大玩家，规则就是规则，特斯拉希望传达一个信息。我只能说，如果特斯拉要惩罚这个人没有卖掉他的卡车，我绝对希望他们也会惩罚那些实际上以大幅度获利卖掉卡车的人。

Responding to a post on X that shared a video showing Auto Park, Elon replied saying really cool stuff coming both this month and next. So potentially some exciting progress being made for Vision Only Teslas. Translation, fingers crossed for sometime this summer. Visual Capitalists shared this infographic showing the BEV market share for 2023. Tesla still led the way with 19.9% BYD in 2nd at 17.1%. Then there's everybody else. For last year, the top 10 BEV companies made up 65% of the overall fully electric market. Of that top 10, 4 of those are Chinese companies, 3 of them are German, 2 of them from South Korea and just Tesla from the US. GM and Ford, nowhere to be found. Tesla's manager of programs and data labeling said on X, I've never been more excited to work on autopilot and optimist than I have been the last couple of weeks. So much insane progress across both, such a crazy feeling to see the future I dreamed about become reality and to be part of making it possible is an incredible feeling.

针对在X上分享了一个展示Auto Park的视频的帖子，埃隆回复说这个月和下个月会有一些非常酷的东西。因此，愿意在今年夏天之前有一些令人兴奋的进展。视觉资本家分享了这张信息图表，显示了2023年的纯电动汽车市场份额。特斯拉依然位居榜首，市场份额为19.9%，比亚迪位居第二，市场份额为17.1%。然后是其他所有公司。去年，排名前十的纯电动汽车公司占据了整个市场的65%。在前十名中，有4家是中国公司，3家是德国公司，2家来自韩国，而美国只有特斯拉。通用和福特毫不起眼。特斯拉的项目和数据标注经理在X上表示，他从来没有像过去几周这样兴奋地投入到自动驾驶和优化工作中。在这两个领域取得了如此惊人的进展，看到自己梦想的未来变为现实，并成为实现这一切的一部分，是一种不可思议的感觉。

Teslas scope asks the question, is there anything legally preventing Tesla from making FSD subscriptions available in Canada? Rohan Patel quote posted that saying Elon approved this Canada update and the team is working on the technical and regulatory procedures to make sure we don't trigger any unintended provincial issues. Barring any setbacks, I'd expect this in the coming weeks. I take responsibility for missing this one when the team flagged it for me many months ago, very much appreciate the Tesla community on X, advocating to get this done and I'm excited for more people to subscribe to FSD up north. The level of FSD improvement in terms of function and safety is really impressive and encouraging. You Canadians, the ever elusive FSD subscription feature is coming to you guys in the next few weeks.

特斯拉的范围是在问，是否有任何法律上的限制阻止特斯拉在加拿大推出全自动驾驶（FSD）订阅服务？罗汉·帕特尔引用了埃隆批准了这个加拿大更新，团队正在努力制定技术和监管程序，以确保我们不会触发任何意外的省级问题。除非出现任何挫折，我期待这将在接下来的几周内实现。我要为错过这个事情负责，团队几个月前就提醒了我，非常感谢特斯拉社区的支持，争取完成这项任务，我很高兴看到更多的人订阅FSD服务。在功能和安全性方面，FSD的改进水平确实令人印象深刻和鼓舞人心。加拿大人，全自动驾驶订阅功能将在未来几周内推向你们。

Porsche just put out a press release highlighting their new Ticon Turbo GT, as the most powerful series production Porsche of all time. It starts at $232,000, it'll do 0-60 in about 2.1 seconds, top speed 190 miles per hour. This car did a blistering lap at the Nurbriggering 18 seconds faster than the Model S plaid. It has over 1000 horsepower and as we talked about weeks ago it has a much improved charging curve as well. There's a bigger 105kWh battery, new thermal management and a heat pump. There's a new push to pass function that boosts power by up to 70kW for 10 seconds. This vehicle set another record at the Laguna Seica Raceway in California. Previously, the Model S plaid had the record of about 1 minute in 30 seconds but the Ticon GT just did 1 minute in 27 seconds. The first models are expected at US dealers this summer. Now yes, the Model S plaid is much more affordable and is still faster 0-60 but when it comes to track performance, this is the new car to beat. So Tesla Elon Inc. You're up again.

保时捷刚刚发布了一份新闻稿，强调他们的新Ticon Turbo GT是有史以来最强大的系列生产保时捷。起价为23.2万美元，它可以在大约2.1秒内完成0-60英里，最高时速达到190英里。这款车在纽博格林赛道上的圈速比Model S plaid快了18秒。它拥有超过1000马力，并且正如我们几周前所讨论的，它的充电曲线也得到了很大改进。这款车配备了更大的105千瓦时电池，新的热管理系统和热泵。还有一个新的推动功能，可以在10秒内将功率提高高达70千瓦。这款车在加利福尼亚的拉古纳赛道创造了另一项记录。之前，Model S plaid的纪录是大约1分30秒，但Ticon GT只用了1分27秒。预计这款车将在今年夏天首批抵达美国经销商处。是的，Model S plaid价格更实惠，而且仍然在0-60方面更快，但在赛道表现上，这款新车是要被挑战的。所以特斯拉伊隆公司，你们又有竞争对手了。

A Tesla Cybertruck engineer took the 2023 result of the most American made cars index and said Cybertruck may tie the number one spot on the American made index. Rohan Patel said more American than the F-150 Silverado or RAM? Yes. And Rohan clarified most American made vehicles of any type with or without emissions. A fun fact, a single Tesla keycard can be paired with any Tesla vehicles meaning your keycard is not limited to one single car. On X-Elan said it's become basically illegal to do major construction projects fast in America.

特斯拉Cybertruck工程师查看了2023年《最美国制造汽车指数》的结果，并表示Cybertruck可能会并列美国制造指数第一名。Rohan Patel表示比F-150 Silverado或RAM更加美国制造？是的。Rohan澄清了无论是否排放，Cybertruck都是最具美国制造特色的车辆之一。有趣的是，一张特斯拉钥匙卡可以与任何特斯拉车辆配对，这意味着您的钥匙卡并不限于一个单独的车辆。X-Elan表示在美国快速进行大型建设项目基本上已经成为违法行为。

Rohan added, the road to slow or no infrastructure is paved with good intentions. Taking government money usually requires an array of social policy objectives proven to slow or kill a project. We've had many governments globally visit Tesla to learn how we've been able to build fast and efficiently. He then went on to share a bit of Tesla strategy but then concluded utility permitting and interconnection is badly in need of technology and regulatory reform. It's basically broken and increasingly holding back economic progress. Like I'm trying to park next to this grass as close as possible but it's really hard to judge to be honest if we hit the front facing camera. We are so far away from that and it doesn't even look like it. Like the Cybertruck front facing camera is so needed because just the shape of it.

罗翰补充道，通往缺乏基础设施的道路常常是由好意铺成的。接受政府资金通常需要实现一系列社会政策目标，这被证明会拖慢或阻碍项目进展。我们全球各地都有许多政府前来参观特斯拉，学习我们是如何能够快速高效地建设的。然后他分享了一些特斯拉的战略，但最后得出结论说，工具许可和互联互通亟需技术和监管改革。现状基本上是混乱的，越来越拖慢了经济进步。就像我试图尽可能靠近这片草坪停车，但老实说很难准确判断是否会撞到前置摄像头。我们距离前置摄像头还有很远，并且看起来也不像。就像塞伯坦卡车的前置摄像头是如此重要，因为它的造型。

Like look at this, I feel like we're driving in the grass but the front facing camera is confirming that we're not. Like it feels like we're in the grass. I'll be freaking out. Like we just hit the tip. So you can park perfectly every single time and since the Cybertruck is such a beast it is huge. That comes in handy. Heinrich Zane posted an update of the Tesla Semi factory at Giganovada and so far the progress has been very slow. So far it seems like the only progress that's been made has to do with some site grading and potentially putting some drainage in place. The last official update we got from Tesla was that Semi production was going to enter volume production at the end of 2024 but based on this video update I personally am now pushing that back sometime into Q1 or Q2 of 2025 and to be honest looking at the status of the site right now that even feels a bit optimistic.

看着这个，我感觉我们好像在草地上开车，但前置摄像头却证实我们不在草地上。感觉像是我们在草地上。我会吓坏了。就好像我们刚刚撞到草尖了。这样每一次停车都能完美无误，而且Cybertruck如此巨大，非常实用。Heinrich Zane在Giganovada发布了一则特斯拉半挂车工厂的更新，目前进展非常缓慢。到目前为止，似乎唯一取得进展的是进行了一些场地平整，并可能已经开始铺设排水系统。特斯拉上一次官方更新称半挂车生产计划将于2024年底进入规模生产阶段，但根据这个视频更新，我个人现在将这个时间推迟至2025年第一季度或第二季度，而且老实说，看着现在的工地状态，即使这个时间也感觉有点乐观。

Tesla will be starting a fatal autopilot trial on March 18th. The good news is previously Tesla has already won two similar cases but they're saying this time around the plaintiffs have a new line of legal attack. The plaintiffs lawyers have testimony that before the accident Tesla never studied how quickly and effectively drivers could take control of autopilot if it were to accidentally steer toward an obstacle. One witness testified that Tesla waited until 2021 to actually add a driver monitoring system but Tesla argues the individual that died in this instance was playing a video game just before the accident. They're saying Tesla faces at least a dozen such suits right now eight of which involve fatalities. Tesla has said there is no dispute that had the driver been paying attention to the road he would have had the opportunity to avoid this crash. Yet again though the plaintiffs main argument is that Tesla's driver monitoring system was ineffective and resulted in the driver becoming complacent. And listen maybe it's just me but I don't need a camera monitoring me to make sure that I stay vigilant anytime I'm behind the wheel of a vehicle. So far Tesla has successfully been beating back these cases so one by one hopefully they'll continue knocking off any new evidence that these lawyers come up with. So far any new line of attack has not been able to break through Tesla flat out saying the driver is ultimately always responsible.

特斯拉将于3月18日开始一场致命的自动驾驶试验。好消息是之前特斯拉已经赢得了两起类似案件，但他们表示这一次原告提出了新的法律攻击。原告律师提供证词称，在事故发生前，特斯拉从未研究过司机在自动驾驶情况下如何迅速有效地控制车辆，以避免意外驶向障碍物。一位证人证明，特斯拉直到2021年才真正添加了驾驶员监控系统，但特斯拉辩称这次死亡事件中的个人在事故发生前正在玩视频游戏。他们表示特斯拉目前至少面临十二起此类诉讼，其中八起涉及死亡。特斯拉表示，如果驾驶员注意到道路情况，他本有机会避免这起事故。然而，原告的主要论点是特斯拉的驾驶员监控系统效果不佳，导致驾驶员变得懈怠。说实话，我认为在我驾驶汽车时不需要摄像头监视我以确保我保持警惕。到目前为止，特斯拉已成功抵制了这些案件，希望他们会继续一一驳回律师提出的任何新证据。迄今为止，任何新的攻击方式都没有能够打破特斯拉直截了当地表示，驾驶员始终对自己负责。

Toyota is buying out longtime partner Panasonic for full ownership of their 28 year old battery making joint venture Prime Earth EV. A Toyota spokesman said we wanted Prime Earth to take on the manufacturing of a wider range of EV batteries. Toyota said the purchase should be completed in late March it did not disclose a transaction price. Toyota is gearing up for its next gen of full bev's that's going to start with the Lexus lineup in 2026. Toyota is doubling down they said they've outlined five new batteries that will debut by the end of the decade. They'll kick it off with a next gen lithium ion battery that will double the range of the current pack used in the Toyota bz4x. Next up is a bipolar LFP battery that's going to boost range by 20% over today's bz4x and reduced the cost by 40%. After that it'll have a nickel based battery ready by 2027 that's going to improve the range by 10% over a 621 mile range planned battery that's supposed to arrive in 2026. They're still touting to all solid state batteries for 2027 saying 745 miles with the one and a second more advanced one in 2028 indicating a driving range of around 932 miles. Honestly this reads more like a comic book then an actual plan from one of the largest automakers on the planet.

丰田正在收购长期合作伙伴松下，以完全拥有他们28年历史的电池制造合资企业Prime Earth EV。一位丰田发言人表示，我们希望Prime Earth开始制造更广泛范围的电动汽车电池。丰田表示，这笔收购预计将在3月底完成，但并未透露交易价格。丰田正在为下一代全电动汽车做准备，首批将从2026年的雷克萨斯系列开始。他们表示，计划在本年代结束前推出五种新电池，首先是下一代锂离子电池，能将目前用于丰田bz4x的电池续航里程翻倍。接下来是一种双极性LFP电池，将使续航里程比当前的bz4x提高20%，成本降低40%。之后将在2027年推出一种基于镍的电池，将使续航里程比计划中的621英里的电池提高10%。他们仍在宣传在2027年推出全固态电池，声称最大续航里程将达到745英里，并在2028年推出更先进的第二代，预计续航里程将达到约932英里。说实话，这更像是漫画书而不是地球上最大的汽车制造商之一的实际计划。

Brandon Williams uploaded a pretty thorough video of the Cybertruck base camp so if you're interested in seeing the nitty-gritty here I'll have this video linked below. It should be noted Tesla's head of product design did get into it a little bit with Fred from Electric he said the picture shown in the electric article is not properly nor fully set up they literally posted the worst possible picture they could find when set up properly the tent looks great when stowed it hides neatly under the tonneau cover avoiding arrow drag when driving. The tent looks pretty good in this video from Brandon so maybe typical Fred up to no good. Don't mind my charting here I'm working on a little something Tesla stock closed the day at $177.77 up 1.39 while the Nasdaq was down 0.41%. It was a lower volume day for Tesla trading about 17 million shares below the average 30-day volume. Don't forget check out Surfshark linked below if you haven't already I appreciate you guys supporting the channel in that way. Hope you 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.

Brandon Williams上传了一段关于Cybertruck基地营地的相当详细的视频，如果你对看到细节感兴趣，在下面我会链接这个视频。值得注意的是，特斯拉的产品设计负责人与Electric的Fred在这个问题上有一些小争执，他说电动文章中显示的图片并没有正确地或完整地设置，他们实际上是发表了他们能找到的最糟糕的图片，当正确设置时，帐篷看起来很不错，而在收藏时，它会整齐地隐藏在行李斗盖板下，在行驶时避免空气阻力。在Brandon的视频中，帐篷看起来相当不错，也许Fred典型的捣蛋。请不要在这里在意我的图表，我正在研究一些关于特斯拉股票的事情，股价以177.77美元上涨了1.39美元，而纳斯达克下跌了0.41%。这是特斯拉交易的低交易量日，大约比平均的30天交易量低1700万股。如果您还没有查看Surfshark的话，请不要忘记在下面链接之前查看，我非常感谢您们以这种方式支持频道。希望你们有一个美好的一天，如果你喜欢这个视频，请点赞，你可以在下面找到我的X链接，非常感谢所有我的Patreon支持者。