Tesla Changes Berlin Plans / India Gives In to Tesla / Interesting Tesla Marketing ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. First up, I think it's important to note right now that it's not all roses when it comes to Tesla's FSD version 12.3. Holmars had a bad drive with multiple different issues. These red lanterns were causing problems, it seemed like the beta thought they were a stop sign or a red light so that was problem one. These flashing red lights that are coming up turned out to be a problem time after time. The beta would go forward a little bit then stop and then it would do this jerking back and forth and wasn't really sure what to do. There was also some hard stopping for both a yellow light and pedestrians and a takeover to avoid going the wrong way or driving into the middle divider. The flashing red light problem is not just a one off we have edge case on X, also reporting difficulty of recognizing a flashing red light. But then Holmars also had over two hours of driving with zero interventions. FSD beta test pilot on X, an account that Elon retweeted yesterday, said this is the FSD version that people are actually going to use daily. I'm pumped for FSD like I haven't been in years.

欢迎来到Electrified，我是您的主持人迪伦·卢米斯。首先，我认为现在很重要的一点是关于特斯拉的FSD版本12.3，并不是一切顺利。Holmars在驾驶中遇到了多种问题。这些闪红灯引起了问题，似乎测试版认为它们是停车标志或红灯，这是第一个问题。接连出现的闪红灯问题反复出现。测试版会往前走一点然后停下来，然后会来回晃动，不确定该怎么办。还会出现急刹车来避让黄灯和行人，并且为了避免误入逆行或驶向中间分隔线而接管控制。闪红灯问题并不是只有一次性的，在X上我们也收到边缘案例报告了闪红灯识别困难的问题。但是，Holmars也经历了超过两个小时的零干预驾驶。特斯拉FSD测试飞行员在X上，昨天埃隆转推了一条账号，称这是人们实际每天都会使用的FSD版本。我对FSD的期待超过了多年来的期待。

Tesla scope is saying the 12.3 rollout is continuing as vehicles are getting it for the first time. It's still mostly in California but there are a few other states on the list as well. All of them are out west, Oregon, Texas, Washington, Nevada and one or two others. AI driver shared a clip 12.3 stops a little early to give mother and children more room. It's the small things like this that really add up. The mayor of Grunheida has shared an update on Tesla's new revised plans for expansion in Berlin. The new proposal would involve Tesla cutting significantly fewer trees than initially intended. I'm hearing it's about 50% of what they were going to cut down. The expansion will still focus on the new freight depot given that significant volumes of traffic can be handled by rail which will considerably reduce the volume of traffic on the roads. The employee related facilities like the kindergarten and some other service facilities have been completely omitted. Additionally, the areas for storage and logistics will be significantly reduced in size.

特斯拉范围表示，12.3版本的推出正在继续，车辆首次使用。大部分仍在加利福尼亚州，但也有一些其他州在名单上。它们全部位于西部，包括俄勒冈州、得克萨斯州、华盛顿州、内华达州和一两个其他州。人工智能驾驶员分享了一个视频，在12.3版本中提前停车以给母亲和孩子更多空间。正是这些小事情，真正累积起来。格伦海达市市长分享了关于特斯拉在柏林扩张新修订计划的最新消息。新的提案将使特斯拉砍伐树木的数量显著减少，比最初计划的数量少了大约50％。扩张仍将专注于新的货运倉库，因为铁路可以处理大量交通，这将大大减少道路交通量。与员工相关的设施，如幼儿园和其他服务设施已完全取消。此外，存储和物流区域的大小将大幅减少。

The protesters camping in the forest were supposed to be kicked out tonight but their deadline has now been pushed to Thursday of next week, March 21st. So Tesla doing what it can to shrink its expansion footprint in Gigabrelin but by the sounds of things it should not be anything that will materially impact the production capacity in the future. There's a new feature in the Tesla app to easily connect your friends to a Tesla advisor and to start up a group chat. When you go to refer someone in the app, there's a new toggle switch saying connect friends to a Tesla advisor. When enabled, a group message will be created with you, your friend and Tesla when you tap refer now. A Tesla advisor will reach out separately to assist your friend once they agree to be messaged. If anybody in your network is on the fence, maybe have some questions now you have an easy way to rope them in.

抗议者在森林中露营本应该在今晚被驱逐，但他们的最后期限现在已经推迟到下周三月二十一日。所以特斯拉正在尽其所能来缩小在吉格勃林的扩张足迹，但从情况听来，这不会对未来的生产能力产生实质性影响。特斯拉应用中有一个新功能，可以方便地让您的朋友与特斯拉顾问联系并开启一个群聊。当您在应用中推荐某人时，会出现一个新的切换按钮，称为连接朋友与特斯拉顾问。启用后，当您点击立即推荐时，将会创建一个包括您、您的朋友和特斯拉的群组消息。一旦您的朋友同意接受消息后，特斯拉顾问将单独联系他们。如果您的网络中有人还在犹豫，或者有问题，现在您有一个简单的方法来把他们拉进来。

This picture was shared on Facebook, we have a Cybertruck towing around a trailer bed with a Model Y on it, sitting in a giant transparent box with the words the best selling car in the world is made in America on it. Given the crazy levels of interest the Cybertruck generates anywhere it goes, this seems like a pretty decent marketing strategy. It's easy right now to get negative. Look, they are going and we talked about day after earnings here, they're going through a white knuckle period. I mean, China demands been soft, the margin store, the communication. But look, my view is on the other side of this, this will be a company on its way, two and a half, three million units. When you look at the next few years, they will gain more share. The leverage will be there and I believe ultimately numbers, EPS growth will start to come back up. So in the near term, it is easy to be negative on this. I mean, our view is what we've been here before, the last decade, many times we've been in these white knuckle periods. To me, this is not the end of the growth story. I believe this is a growth story with AI, FSD, that's still going to have a significant piece on the horizon. But no doubt, in the near term, like when I have a positive note on Tesla, probably 30 emails within 10 minutes negative. Well, I'm actually incredibly excited about the future of India. I think India has more promise than any large country in the world. He really cares about India because he's pushing us to make significant investments in India, which is something that we intend to do. And we're just trying to figure out the right timing. I am a fan of Modi. So I have to say that. Based on Elon's comments last year, it felt like a foregone conclusion. Tesla and India would work together. It was just a matter of timing and some negotiating in between today.

这张图片在Facebook上分享，我们看到一辆Cybertruck拖着一个装有Model Y的拖车床，坐在一个巨大的透明箱子里，上面写着“全球最畅销的汽车在美国制造”。考虑到Cybertruck无论走到哪里都会引起疯狂的兴趣水平，这似乎是一个相当不错的营销策略。现在很容易变得消极。看，他们正在前进，我们在这里谈论完盈利后的第二天，他们正在经历一个白手套期。我是说，中国的需求有所减弱，利润存储，沟通方面。但是，从我的观点来看，这将是一个正在发展中的公司，两百五十万到三百万辆。当你看下几年，他们将获得更多份额。杠杆将存在，我相信最终数字，EPS增长将开始回升。因此，在短期内，对此持消极态度很容易。我的意见是，我们以前遇到过这种白手套时期，过去十年里，许多次我们都经历过。对我来说，这不是增长故事的结束。我相信这是一个拥有人工智能，全自动驾驶等增长故事，在未来还会有重要影响。但毫无疑问，短期内，就像当我对特斯拉抱有积极态度时，也许在10分钟内会有30封消极的电子邮件。实际上，我对印度的未来感到非常兴奋。我认为印度比世界上任何大国都更有潜力。他真的很关心印度，因为他推动我们在印度进行重大投资，这是我们打算做的事情。我们只是在努力找出正确的时间。我是莫迪的粉丝。所以我必须说出来。根据埃隆去年的评论，感觉特斯拉和印度将会合作是板上钉钉的事情。只是时间问题和今天之间的一些谈判。

That door has opened wide open with India saying it will lower import taxes on certain EVs for companies committing to at least $500 million of investment in manufacturing facilities within three years. Companies that meet the investment in manufacturing requirements will be allowed to import a limited number of EVs at a lower tax of 15% on cars costing $35,000 and above. Remember, their previous import tax was between 70 and 100% depending on the cost. There's plenty of room for ED growth in this market. Electric models made up about 2% of total car sales in India in 2023. The government wants to increase that to 30% by 2030. The makeup of India's car market is a bit unconventional, but it is the world's third largest. And they're saying India has been working on this policy for several months, despite lobbying from the homegrown players, Tata Motors and Mahindra, which fear the lowering of import taxes on EVs would hurt the domestic industry. Under the new policy, which is effective immediately, EV imports at a lower tax rate will be allowed for a maximum of 5 years and the total number will be capped at 8,000 per year. The investment commitment made by the company will have to be backed up by a bank guarantee, which will be invoked in case the company fails to comply with the policy's mandates. AKA, if a company starts importing vehicles into India, taking advantage of the reduced duties, but then that company fails to build a factory and spend a required money, India will still be compensated. It needs to be said, while this is great news and most likely exactly what Tesla has been wanting and asking now for months, this does not guarantee that Tesla will follow through with building a factory in India and or importing vehicles into the market right away. So far, this announcement from India is just them opening up the door now Tesla actually has to take the step through it. I'm a big believer in continually challenging yourself, mentally, physically, spiritually, and nutritionally. What I mean with a ladder is, every now and then, introducing new nutrition profiles and maybe taking a break from certain other habits. Example, if you're dependent on coffee to function, then one, you have a problem and two, it's most likely time to take a break.

印度表示，将降低对在制造设施投资至少5亿美元的公司进口部分电动汽车的进口税，这使得开门迎接这种机会。符合制造要求的公司将被允许以15%的低税率进口成本超过35,000美元的汽车。请记住，以前的进口税根据成本在70%至100%之间不等。印度市场有很大的电动车增长空间。2023年，电动车型占印度总汽车销量的约2%。政府希望到2030年将其增加至30%。印度汽车市场组成略有不同，但它是世界第三大市场。尽管印度国内厂商塔塔汽车和马辛德拉担心降低对电动汽车的进口税将伤害国内产业，但他们表示印度已经数月来一直在研究这项政策。根据立即生效的新政策，以更低税率进口电动汽车将被允许最多5年，每年进口总数将限制在8,000辆。公司所做的投资承诺将需要由银行担保，一旦公司未能遵守政策规定，银行保证将被启动。换句话说，如果一家公司开始向印度进口车辆，利用降低的关税，但随后该公司未能建造工厂并进行必要投资，印度将得到补偿。需要明确的是，尽管这是一个好消息，也很可能正是特斯拉数月来一直希望和询问的内容，但这并不保证特斯拉会立即在印度建厂或进口车辆。迄今为止，印度的这一声明只是他们开启大门的举动，现在轮到特斯拉采取进一步行动了。我非常相信持续挑战自己，在精神、身体、心灵和营养上。我所说的意思是，不时引入新的营养配置，也许从某些其他习惯中休息一下。例如，如果你依赖咖啡来保持状态，那么一、你有问题，二、很可能是时候休息一下了。

Mudwater, the sponsor of this video, can help you do exactly that. Their rise to cow blend is 100% organic with no sugar and no sweeteners added. It has a fraction of the caffeine that coffee does, but it has other ingredients to boost focus and wakefulness, like lion's mane, rishi, cordyceps, and turmeric. Mudwater is headquartered in Venice, California, an American company, sourcing its mushrooms at an organic mushroom farm in Carlsbad, California. As I get older, I want to spend my money supporting American jobs. Mudwater does have products with zero caffeine like the turmeric blend and they have a blend for the evening as well to promote quality sleep. I've been asked about the taste. It's like a perfect mix of cacao and chai.

Mudwater，这支视频的赞助商，可以帮助您做到这一点。他们的升华混合饮料是100％有机的，不添加糖和甜味剂。虽然它含有咖啡的一小部分咖啡因，但它还含有其他成分，如狮鬃菌、灵芝、虫草和姜黄，可以增强注意力和清醒度。Mudwater总部设在美国加利福尼亚州的威尼斯，利用加利福尼亚州卡尔斯巴德的有机蘑菇农场的蘑菇作为原料。随着我年龄的增长，我想把我的钱花在支持美国工作的地方。Mudwater确实有零咖啡因的产品，如姜黄混合饮料，他们也有特为晚间设计的混合饮料，以促进高质量的睡眠。有人问我关于口感。它像是可可和奇亚的完美混合。

I do enjoy it as it is, but they do have their own MCT oil creamer and a sweetener if that tickles your fancy. Mudwater is offering our Electrified Community a special offer. If you go to mudwater.com slash electrified, you can get started for $29. That's m-u-d-w-t-r dot com slash electrified. Enjoy. There's a new Tesla job posting senior manager for Zero Service in Fremont, California. They're looking for somebody to lead the team responsible to identify and eliminate the reasons for our cars to require service. This has of course always been Tesla's goal. The best service is no service. They're just bolstering their efforts.

我很喜欢它现在的味道，但他们也有他们自己的MCT油奶油和甜味剂，如果你感兴趣的话可以试试。Mudwater正在为我们的Electrified社区提供特别优惠。如果你访问 mudwater.com/electrified，你可以以29美元的价格开始尝试。享受吧。在加利福尼亚弗里蒙特地区，特斯拉发布了一份关键职位招聘，招聘资深零服务经理。他们正在寻找一位领导团队，负责识别和消除我们的汽车需要维修的原因的人。这当然一直是特斯拉的目标。最好的服务就是没有服务。他们只是加强了努力。

A friendly reminder of the stark contrast between Tesla's strategy and the legacy dealership model that feeds on service. The candidate will work closely with hardware and software engineering, service engineering, quality and service programs and field teams to prioritize, launch and track, demand, reduction, and efficiency efforts. Here we have a good video from a user on Reddit showing the matrix LED fully operational headlights in a model Y performance in the EU. You'll be able to see once this car clears the picture how the pixels then flow right behind it. And here's one more this one might be even easier to see. Software update 2024 dot eight brings some quality of life improvements. The turn signal indicators will go from being inside that green circle, which made it kind of tough to tell what direction to strictly an arrow much easier to distinguish. Additionally, both Wi-Fi and Bluetooth now have their own dedicated menus in the car UI.

这是一则友善提醒，关于特斯拉的战略与传统经销商模式之间鲜明的对比，后者靠售后服务获取利润。候选人将与硬件和软件工程师、服务工程师、质量与服务项目团队以及现场团队紧密合作，优先考虑、启动和跟踪需求、减少和提高效率的努力。这里有一个Reddit用户发布的一个视频，展示了欧洲的Model Y性能版车辆中全功能LED大灯的效果。一旦这辆车通过，你将能够看到像素紧随其后的流动。这里还有一个更容易看到的。软件更新2024年点八带来了一些实用性改进。转向灯指示器将从原来绿色圆圈的内部移动到箭头上，更容易区分方向。此外，现在汽车UI中分别有Wi-Fi和蓝牙各自的专门菜单。

Despite all of the headwinds for Tesla in Sweden with these sympathy strikes still going on so far through quarter one in Sweden, Tesla is still the leading brand at a 21.4% market share trailed by Volvo at 21.2%. In terms of cumulative Q1 registrations, Tesla is still leading the pack. Well, you see this right here. Yeah, these kind of welds or whatever. On this spot welds. Yeah. Okay, so you can see that the spot welds in there and they've got a little black line around it. That's about as perfect as you can get. Okay. And that that's going to be the hood. There's a structure inside the hood. Inner. And that's what you're looking at there. And so when you look at those, the first thing I do is I want to see if there's any squirt or squirm that's on these and there's nothing. Okay, so when Tesla first brought out their cars, oh my God, didn't anybody ever clean these tips? Does anybody know what a well controller is? Now Tesla could give classes to BMW on how a weld should look and that's the way it should look.

尽管特斯拉在瑞典面临诸多阻力，这些同情罢工一直持续至第一季度结束，但特斯拉仍以21.4％的市场份额领先于21.2％的沃尔沃。就累计第一季度注册量而言，特斯拉仍领先其他品牌。嗯，你看这里。是的，这些焊点或者其他什么。这是点焊。好。所以你可以看到这些点焊，周围有一道黑线。这已经是完美的了。好。那将是引擎盖。里面还有一个结构。这就是你看到的。所以当你看到这些时，我首先要看的是有没有焊渣或者焊虹，这里面没有什么。好，当特斯拉首次推出他们的汽车时，天啊，难道没有人清洁这些尖端吗？有人知道焊缝控制器是什么吗？现在特斯拉可以给宝马上一堂关于焊接的课，这就是正确的焊接方式。

But it does feel like this product feels like the most mature product they've put to market. It feels very mature. You're wrong. Okay. You have not driven the new Highlander. That's mature. Holy crap. That thing is fabulous. I love that truck. That car. I mean, I mean, the Model 3 is a good car. We had it for a long time and why not? Guess what? Sue, Cheryl, my CFO, but there were four of us that drove it around. We drove it around for a little while and I looked at Cheryl. So Cheryl doesn't like to sit. She's very tight on money. I said, boy, this is really nice. And she said, when did you buy the Model 3? I don't know, must be five years ago. She looked at it and she said, that is what we need and that's going to go. Wow. That's how much of a difference there was. Wow. I mean, it sincerely, the thing is articulate. It's so accurate. I can't believe it's up. I mean it sincerely is the best sedan out there. Wow. They really did a bang up job. Yeah. Really big, big time. I like the Model 3 a lot. I think it's the best sedan on the planet right now. And the backseat seems to be a lot more comfortable.

但是这款产品确实感觉是他们推出市场的成熟产品。感觉非常成熟。你错了。好吧。你还没开过新的Highlander。那才叫成熟。天啊。那玩意儿真是太棒了。我爱那辆卡车。那辆车。我是说，我是说，Model 3是一辆不错的车。我们用了很长时间，为什么不呢？猜猜看？Sue，我的首席财务官，不过还有我们另外四个人开着它兜风。我们开了一会儿，我看着Cheryl。Cheryl不喜欢坐着。她很守财，我说，天啊，这真是太好了。她说，你什么时候买的Model 3？我不知道，大概是五年前吧。她看了看说，那就是我们需要的，那就是未来。天啊。这真是有多大的差别。天啊。我是诚心的，这东西简直是表达清晰。那么准确。我简直不敢相信。我诚心觉得它是目前最好的轿车。天啊。他们真是做得完美。是的。真的非常，非常棒。我非常喜欢Model 3。我认为它是目前地球上最好的轿车。而且后座看起来舒适多了。

Now we just need Panasonic to hurry up and spin up its new battery factory for Tesla in Kansas so that maybe the Model 3 can requalify for the IRA credits. Some fair questions are being asked when it comes to the $5 billion that was earmarked for the Nebi program for more charging. You may recall at the end of last year, the first stations from this program were actually opened in Ohio and New York, but it was only eight charging stations. So two years after the announcement of this funding and at the end of last year, we had eight stations to show for it. The problems with these programs continue to grow delays in the delivery of chargers concerns from states about labor contracting requirements and minimum operating standards for the chargers and the fact that 22 states have not issued solicitations for Nebi funding. On that front, there was some speculation that not even Tesla's V4 superchargers should technically be qualifying for these Nebi funds. Rohan did chime in though, saying the updated guidance means that Tesla superchargers do meet the requirements.

现在我们只需要松下公司加快在堪萨斯建立特斯拉的新电池工厂，这样也许Model 3就能重新符合IRA抵税条件。有些公平的质疑被提出，涉及到为更多充电而拨款的 Nebi 计划的50亿美元。你可能还记得去年底，该计划的第一批站点实际上在俄亥俄州和纽约开放了，但只有八个充电站。所以在这笔资金宣布两年后，去年底，我们只有八个站点可以展示。这些计划的问题继续增多，包括充电器交付的延迟、各州对劳动承包要求和充电器的最低运营标准的担忧，以及22个州尚未发布 Nebi 资金的招标。有人曾经推测甚至特斯拉的V4超级充电器在技术上也不能符合这些 Nebi 资金的条件。然而罗汉表示，更新后的指导意味着特斯拉的超级充电器的确符合要求。

Happy to chat more on this, but the voltage output has to be within the specified range. We've been in touch with states and they understand the updated guidance and had been seeking clarification, confusing, but I'm grateful that it has been clarified in a reasonable way. It looks like DC fast charging ports must support output voltages between 250 and 920 volts DC, with at least a continuous power supply of 150 kilowatts. So Tesla is still good to go for this Nebi funding as we talked a few weeks back that Tesla was by far the biggest winner for these grants. There was a new study done by Atlas Public Policy comparing EV vehicles and total cost of ownership relative to their comparable ice counterparts. As I think we can all agree, these studies can really only take us so far. Everybody's mileage is going to vary depending on where you live, your use case and many other factors. Having said that, looking at the results for every different vehicle type category, whether it's sedan, pickup truck, compact SUV, there was a net savings for every single category with the electric vehicle looking at a 7 year total cost of ownership.

很高兴进一步讨论此事，但电压输出必须在指定范围内。我们已经与各州取得联系，他们了解了更新的指导方针，一直在寻求澄清，虽然有些混淆，但我很感激它以一种合理的方式被澄清了。看起来直流快速充电口必须支持250至920伏特直流输出电压，至少需要持续供电150千瓦。所以特斯拉仍然可以获得尼比基金的资助，就像我们几周前讨论过的那样，特斯拉在这些拨款中是迄今为止最大的赢家。Atlas Public Policy进行了一项新的研究，比较了电动汽车和其可比的燃油汽车的总拥有成本。我认为我们大家都可以认同，这些研究只能带我们走到这里。每个人的实际使用情况都会根据居住地、使用情况和许多其他因素而异。尽管如此，看着每种不同车型类别的结果，无论是轿车、皮卡还是紧凑型SUV，每个类别的电动汽车在7年的总拥有成本上都有净节省。

I don't think we need to dive in as we've been over the total cost of ownership when it comes to electric vehicles multiple times, but it can be good to have these on hand, especially for people in your network that may not be familiar. So I'll have the full study linked below. Some people apparently do not care about getting blacklisted from buying Teslas in the future. We have another cyber truck now up for sale on Doug DeMiro's cars and bids. Seven days left 11 bids so far, the highest 130,000 Tesla has finally settled a racist discrimination lawsuit, the one that was involving OND as it went back and forth multiple times. Initially, a jury awarded $137 million in damages. Tesla then worked that down. D as said he didn't want that and now they've reached a settlement. The parties have reached an amicable resolution of their disputes. The terms of the settlement are confidential and we will not have additional comment. Tesla is still battling some separate racism lawsuits, but at least we have one down. Adam Jonas put out another mostly useless Tesla stock note, but he did say our industry discussions suggest Elon Musk is spending increasing amounts of time focused on optimus. As if it wasn't obvious already, his message prepared for the theme of humanoid robotics to potentially accelerate in the months and years ahead for a number of factors.

我认为我们不需要深入讨论电动汽车的总拥有成本，因为我们已经多次进行过这方面的讨论，但是对于你的人脉中可能不熟悉这些信息的人来说，了解这些信息也是有益的。因此，我会在下面链接完整的研究。一些人显然并不在意未来被特斯拉列入黑名单。我们现在在Doug DeMiro的汽车拍卖网站上有一辆新的Cybertruck正在出售。还剩七天，目前已经有11次出价，最高价为130,000美元。特斯拉最终解决了一起种族歧视诉讼，涉及OND，这导致双方来回多次。最初，陪审团裁定赔偿金额为1.37亿美元。然后特斯拉把这个数字降低了。D表示他不想要那么多钱，现在双方已经达成了和解。各方已经就争端达成了友好解决。和解条款是保密的，我们不会再发表评论。特斯拉仍在与一些另外的种族歧视诉讼进行斗争，但至少我们有一个解决了。亚当·乔纳斯发布了另一份大部分无用的特斯拉股票摘要，但他确实说我们的行业讨论表明埃隆·马斯克正投入更多的时间关注Optimus。这已经很明显了，他的消息准备好了，为未来几个月甚至几年人形机器人技术的发展加速。

NIO, which to date has really focused on higher-end electric vehicles, just said it plans to reveal a mass market brand in May called Laidau. The brand will make its debut in quarter two with the first product launch in the third quarter and then large-scale deliveries the following quarter. This should be interesting as NIO selling more premium vehicles in 2023 still recorded a loss of about $3 billion. We heard yesterday Nissan and Honda might be working together to build EVs, then today they signed a memorandum of understanding. Under this MOU, they will begin a feasibility study of a strategic partnership in the fields of vehicle electrification and intelligence. The scope of the feasibility study includes automotive software platforms, core components related to EVs, and complementary products. Data from S&P Global, EVs captured 7.8% of new US light vehicle registrations in January compared with 7.1% in January last year.

迄今为止，NIO真正关注高端电动车，现在计划在五月份推出一个名为莱道的大众市场品牌。该品牌将于第二季度首次亮相，第三季度推出首款产品，随后在下一个季度进行大规模交付。有趣的是，尽管NIO在2023年销售更多高端车辆，但仍记录了大约30亿美元的亏损。昨天我们听说日产和本田可能会合作建造电动车，今天他们签署了谅解备忘录。根据这份谅解备忘录，他们将开始进行有关汽车电气化和智能领域战略合作的可行性研究。可行性研究的范围包括汽车软件平台、与电动车相关的核心组件和互补产品。根据标普全球的数据，电动车在一月份占据了美国新轻型车注册的7.8%，相比去年同期的7.1%有所增长。

Tesla registrations increased 15% in January to 48.8000 capturing 54.8% of the EV segment. In January last year, Tesla was at 54.6% effectively the same. Looking at the chart for new EV registrations in January in the US, Ford was in a distant second to Tesla with 5.4.000, Chevy and third at 4.4.000. They were followed closely by Hyundai, Rivian, and Kia. Cox Automotive did its survey checking in on dealers and the sentiment around electric vehicles is still very negative to the surprise of no one. They surveyed over 1000 dealers and they said you have to hunt to find the dealer that's optimistic about the EV market growing. Their negative attitudes are reflective of slowing growth. We all know what's really going on here. These dealers are being asked to spend hundreds of thousands of dollars to set up for EVs, but then the OEMs are struggling to actually ship any desirable EVs for the dealers to sell. Most of the heavy hitters for these legacy OEMs that were supposed to come to market have been delayed for weeks if not months.

特斯拉1月份的注册量增加了15%，达到了48.8000辆，占电动汽车市场的54.8%。去年1月份，特斯拉的市场份额是54.6%，基本持平。在美国1月份的新电动汽车注册排行榜上，福特排名第二，但与特斯拉的5.4.000相比仍有很大差距，雪佛兰以4.4.000辆排名第三。接下来是现代、Rivian和起亚紧随其后。考克斯汽车进行了一项调查，了解到经销商对电动汽车的看法仍然非常消极，这并不令人意外。他们对1000多家经销商进行了调查，发现几乎找不到对电动汽车市场增长持乐观态度的经销商。他们的消极态度反映了增长放缓的现实。我们都知道实际情况是什么。这些经销商被要求花费数十万美元用于建设电动汽车销售点，但汽车制造商却难以交付任何有市场需求的电动汽车供经销商销售。这些传统汽车制造商的主力产品大多数本应该进入市场，但却因为周甚至月的延迟。

Then you layer in dealer employees not wanting to learn an entirely new technology. Dealer ships not wanting to sell vehicles that will require much less service. And then all of these negative attitudes make sense. One Honda dealer said the early adopter audience is exhausted and it's a tough sell to the general car buyer in many of our markets. Prices are too high for the inconveniences presented by switching to EV. I'd be curious as to what specific inconveniences this dealer is referring to. We have local news in Indianapolis reporting a Marion County jury has ruled that Tesla and Kyle Kazuba, one of Tesla's employees, are required to pay more than 60.6 million dollars in damages, this in relation to an April 2017 accident. The award was for Tesla and Kazuba for negligently broadsiding a motorcyclist named Chris Dugan in April 2017. The article did not say to what extent and or why Tesla would be involved in this accident where an employee was apparently driving the vehicle. There was no mention of autopilot or FSD in the article. Hertz is replacing its CEO reportedly after its EV debacle saying they were going to buy a bunch and then unwinding that program months later. They're saying Steve ensure the former CEO has decided to step down. He'll be replaced with the former Chief Operating Officer of GM's crews.

随后还有经销商员工不愿意学习全新的技术。经销商不愿意销售需要更少维修服务的车辆。所有这些消极态度都变得合情合理。一家本田经销商表示，早期采用者的听众已经耗尽，对于我们许多市场的一般汽车买家来说要推销很困难。电动汽车转换的方便性与高昂的价格并不相称。我很好奇这家经销商指的具体不便是什么。印第安纳波利斯的当地新闻报道说，玛丽昂县陪审团裁定特斯拉和特斯拉的一名员工Kyle Kazuba需要支付超过6060万美元的赔偿金，这与2017年4月的一起事故有关。该奖金是针对特斯拉和Kazuba在2017年4月过失侧撞摩托车手Chris Dugan。文章没有说明特斯拉为何会涉及这起事故，其中一名员工显然在驾驶车辆。文章中没有提到自动驾驶或全自动驾驶。赫兹公司据称在电动汽车惨败后更换了首席执行官，他们曾表示他们会购买一大批电动汽车，然后数月后取消了这个计划。据说前首席执行官Steve Ensweiler已经决定辞职。他将由通用汽车的前首席运营官克鲁斯接替。

Let's not forget West was one of nine crews executives that was dismissed last year after being accused of withholding information about that crew's accident with the pedestrian. Tesla dropped a 15 minute video about those two pre-production cybertrucks that drove from San Diego to Los Cabos in order to push the limits and break things along the way. All right, now cut it right. Your back tire is going to drop in the ditch and you're good. We're trying to make sure that these trucks are really prepared for the off-road use cases that we expect our customers to use them in. You could be going straight from a sandy track, straight to pretty rocky stuff, straight to like a water crossing. It's impossible to predict in one way and we kind of have to be ready for that. This is the best real-world testing that exists. The Chinese government is quietly asking EV makers like BYD in Gili to sharply increase their purchases from local auto chip makers. This part of a campaign to reduce reliance on Western imports and boost China's domestic semiconductor industry. The ministry is now directly instructing firms to avoid foreign semiconductors if at all possible. Companies like BYD and Neo are pretty reliant on Nvidia for their semiconductors, so we'll see how restrictive the Chinese government wants to be here.

让我们不要忘记，西方是去年被指控隐瞒与行人事故有关的信息后被解雇的九个机组高管之一。特斯拉发布了一段15分钟的视频，展示了两辆试生产的Cybertruck从圣地亚哥开往洛斯卡沃斯的旅程，以挑战极限和途中突破障碍。好了，现在直线开车。你的后轮会掉进沟里，然后你就可以了。我们正在努力确保这些卡车真的能够应对我们期望客户用于越野的各种情况。你可能会从沙滩道直接转向崎岖的地形，然后直接驶过水洼。这是无法预测的，但我们必须做好准备。这是目前最好的实地测试。中国政府正在悄悄要求像比亚迪和理研这样的电动汽车制造商大幅增加其与当地汽车芯片制造商的采购。这是一项旨在减少对西方进口品依赖并提振中国国内半导体产业的运动。部门现在直接指示公司尽可能避免使用外国半导体。比亚迪和理研等公司在半导体方面相对依赖英伟达，因此我们将看到中国政府对此要求多么严格。

We've talked about how Gigabrelin employees will be voting next week for its Works Council for the next two years. Over the past two years, a smaller Works Council has been able to accomplish up to 18% pay increases, improvements in health and safety, and other perks like free bus rides and bike sharing. E-Game at all, however, is looking for a majority on the Works Council to gain a bigger influence. To do so, they're putting forward 106 candidates for the election. The current head of the Works Council said all of the aforementioned successes were achieved without the union or a collective bargaining agreement. Quickly, easily, and customized to Gigabrelin, there is no need for external influences. The election will be March 18th to the 20th. Tesla stock closed the day at $163.57 up 0.66% while the NASDAQ was down 0.96%. It was an average volume day for Tesla, trading about 5 million shares below the average 30-day volume. Tesla stock was down 9.9% for the week and is down 34.6% year to date.

我们已经谈论了Gigabrelin员工将在下周选举其未来两年的工会理事会。在过去的两年里，一个较小的工会理事会已经成功地实现了高达18%的工资增加，改善了健康与安全，以及提供了免费公交车服务和共享单车等其他福利。然而，E-Game希望在工会理事会上赢得多数席位，以扩大影响力。为此，他们提出了106名候选人参加选举。工会理事会的现任负责人表示，所有上述成就都是在没有工会或集体协议的情况下取得的。快速、简便且定制化于Gigabrelin，无需外部影响。选举将于3月18日至20日举行。特斯拉股价收盘为163.57美元，上涨0.66%，而纳斯达克指数下跌0.96%。对于特斯拉来说，这是一个平均成交量的日子，交易量比平均30天成交量低大约500万股。特斯拉股价在本周下跌了9.9%，年初至今下跌了34.6%。

I'll leave you with this to hopefully ease some of the pain that some of you may be experiencing. I think it's important to remember that the economy moves in cycles. We've had a very long period of up-cycle. The next 12 months will be, I think, difficult for everyone. It's also important to remember that there are good times and there are dot times, but then the good times follow the dot times. My advice would be don't look at the markets for the next 12 months. If there's a dip, buy the dip. I think it will not be sorry because there's just generally an economic cycle to things, but things come back up.

我希望这个消息能够减轻一些正在经历痛苦的人的痛苦。我认为重要的是要记住经济是周期性变化的。我们经历了一个非常长的上升期。我认为接下来的12个月对每个人都会很困难。同时要记住，好时期和困难时期都会存在，但好时期会紧随在困难时期之后。我的建议是，在接下来的12个月内不要过多关注市场。如果出现低谷，可以购买低谷。我认为这样做不会后悔因为总体上来说经济是有周期性的，事情会好转的。

My guess is tough times for a year. Like I said, just my guess. But then Tesla will emerge stronger than ever and the long term, if you say like net present value of future cash flows, will be incredible in my opinion. Don't forget, check out Mudwater linked below if you're interested. Hope you guys have a wonderful and a safe weekend. Please like the video if you did.

我猜想未来一年会很艰难。就像我说的，这只是我的猜测。但是特斯拉将会比以往任何时候都更强大，从长期来看，如果你考虑未来现金流的净现值，我认为会是令人难以置信的。如果你感兴趣，请别忘了查看下面链接的Mudwater。希望你们度过一个美好且安全的周末。如果你喜欢这个视频，请点赞。

You can find me on X linked below and a huge thank you to all of my Patreon supporters. You.

你可以在下面链接的X上找到我，向所有我的Patreon支持者表示由衷的感谢。你。