Tesla AI Is Now Unleashed / Tesla Slows Production / Cybertruck Induction Charging ⚡️

Welcome to electrified. It's your host Dylan Loomis. And yes, I have implemented casual Fridays here at electrified. We got a report from Bloomberg that Tesla has reduced production in China, according to people familiar with the matter. Tesla earlier this month instructed employees in Shanghai to lower production of the Y and the three. They're moving to working five days per week instead of the usual six and a half days. The production lines run on to 11 and a half hour shifts per day, which remains unchanged. Output has been trimmed starting earlier this month, and the staff has not been given a clear indication of when production will go back to normal context for the overall auto market in China is always important.

欢迎来到《电气化》。我是主持人迪伦·卢米斯。是的，在《电气化》这里我实行了便装星期五。我们从彭博社获悉特斯拉已经根据知情人士的消息在中国减产。本月早些时候，特斯拉要求上海员工减少Y和3的生产。他们改为每周工作五天，而不是通常的六天半。每天的生产线继续运转11个半小时的班次，这一点没有改变。生产从本月初开始被削减，员工还没有明确被告知何时生产将恢复正常。中国整体汽车市场的情况一直都很重要。

The passenger vehicle sales increased 17% in the first two months of the year. Any of these sales rose 37 and a half percent for Tesla China year over year. Their wholesale sales are down 6%, but their domestic sales are up 15%. That is largely thanks to the unwinding of the wave. However, some of the production lines at Tesla's Shanghai plant, including the battery workshops, are subject to longer suspensions. Tesla has told staff and some suppliers to be prepared for extended production limits through April. So far, Elon has not denied this report.

今年前两个月乘用车销量增长了17%。特斯拉中国的销量同比增长了37.5%。他们的批发销售下降了6%，但国内销售增长了15%。这在很大程度上归功于疫情的逐渐缓解。然而，特斯拉上海工厂的一些生产线，包括电池车间，正在经历较长时间的停工。特斯拉已告知员工和一些供应商准备好延长生产限制至四月。至今，埃隆尚未否认这份报告。

We've said all year the competition in China is for real and last year in 2023, Tesla and BYD were operating at near 100% utilization rates for its factories, while a majority of the auto industry in China was well below 100%. This may be somewhat unusual for Tesla, but looking at the entire industry, it's certainly not unprecedented. If we assume Gigashang High slows down for one month, going down to five days a week from 6.5 is about a 23% reduction. Assuming Tesla China does roughly 75,000 units per month, if you take 23% off of that, that would be losing roughly 17.3,000 units of production. Seder is parabas.

我们一直在说，中国的竞争是真实的，去年2023年，特斯拉和比亚迪的工厂运营利用率接近100%，而中国的大多数汽车行业都远低于100%。对于特斯拉来说，这可能有些不同寻常，但从整个行业来看，这并不罕见。如果我们假设吉格夏高一个月放慢速度，从每周6.5天减少到5天，大约会减少23%。假设特斯拉中国每月产量约为75,000辆，如果减去23%，那将损失大约17.3万辆的生产量。席德尔斯帕斯。

In a Brad Sloane video, about 370 Cybertrucks were spotted at Giga Texas, Elon said production is ramping. The real question becomes, when will Tesla remove the Cybertruck from the other cars category so we can have the specific breakdown? I do think it may happen as soon as later this year, once it would surpass typical Model S and X sales. You may recall, initially there was chatter that Tesla was only going to sell about 1000 Foundation Series Cybertrucks, but given they may do around 3000 in Quarter 1, I think they're going to comfortably exceed that number. I'm not at all trying to argue I think Tesla's Q1 margins will be good, let's just say I'm curious to see how things play out with the high price of the Cybertruck, but also with all of the costs that Tesla will be moving into Cogs for the quarter. There's certainly a lot of new machinery that's required to make this beast, but come Quarter 3 or Quarter 4, I have some hope that the Cybertruck could be margin accretive for Tesla.

在布拉德·斯隆（Brad Sloane）的一段视频中，大约有370辆Cybertruck在Giga Texas被发现，埃隆表示生产正在加速。真正的问题是，特斯拉何时会将Cybertruck从其他汽车类别中移除，以便我们可以得到具体的分析数据？我认为这可能会在今年晚些时候发生，一旦它超过了典型的Model S和X的销量。你可能还记得，最初有传言称特斯拉只打算销售约1000辆Foundation Series Cybertrucks，但鉴于他们第一季度可能会做到约3000辆，我认为他们将轻松超过这个数字。我并不是要争论我认为特斯拉的第一季度利润率会很好，让我们只说我很好奇看看Cybertruck的高价钱会如何发挥作用，但也要考虑到特斯拉在这季度将要承担的所有成本。制造这个庞然大物需要许多新的机器设备，但到了第三季或第四季，我有一些希望Cybertruck可能会给特斯拉带来边际收益。

That learned about the Model Y video from Tesla on X ended up being pretty basic, however it was well done and Brenda was enjoyable to listen to, so if you need a video to share with friends or family members, she does cover a fair amount of features on the Model Y, so I'll have the video below if you want to bookmark it. Yes, Gigawiper did eventually get that last little bit of snow off as well. A quick sympathy strike check in for Tesla and Sweden for Quarter 1, there's still the top brand with 22.1% market share, with just a 265 unit lead over Volvo. With all of the opposition Tesla's facing in Sweden right now, I find this fairly impressive. Robert Scobel, who's big in the AI space, said Tesla AI is very underrated.

从特斯拉的Model Y视频中学到的内容很基础，但是制作得很不错，布伦达的讲解也很有趣。如果你需要和朋友或家人分享一个视频，她在Model Y上涵盖了相当多的功能，我会在下面的视频中提供链接，供你收藏。是的，Gigawiper最终也成功地把最后一点雪清除了。在第一季度，特斯拉仍然是瑞典市场份额最高的品牌，占据了22.1%，仅领先沃尔沃265辆车。考虑到特斯拉目前在瑞典面临的所有对手，我觉得这相当令人印象深刻。在人工智能领域很出名的罗伯特·斯科贝尔说，特斯拉的人工智能被低估了。

If you think Elon has competition, you're simply wrong, there is none, mainly referring to FSD. Elon said, yeah, 99% of people have no idea and improvement will accelerate dramatically now that we are no longer AI training compute constrained. This is a first for Tesla in a long while. In my opinion, the most likely reason this is now the case, that Nvidia H100 cluster is now fully online, it first went online in August of 2023, but it takes some time to get it fully set up and running. There's always the looming possibility that Dojo begins playing an increased role in Tesla's compute. Don't forget Tesla spending $1 billion on Dojo by the end of this year, 500 million of which is going to set up Dojo at Giga New York. A third one that goes overlooked, Elon did say on X January 26th this year that Tesla will buy from AMD as well. Elon's answer yes was in response to the question any plans to buy any chips from AMD, so that could be something for the future. Now, all we really have to do is wait and see what this accelerated progress really looks like. I'd argue the most impressive thing here and something that I feel like goes overlooked when this conversation comes up, it's not just about the amount of raw compute that a company can gather, at the end of the day it's really only as good as the data that it's training.

如果你认为埃隆有竞争对手，那就错了，没有竞争对手，主要是指FSD。埃隆说，是的，99%的人都不知道，改进将会加速，因为我们不再受到人工智能训练计算的限制。这是特斯拉很久以来的首次。在我看来，导致这种情况出现的最有可能的原因是，Nvidia H100集群现在已经完全上线，它最早是在2023年8月上线的，但是要一段时间才能完全设置和运行。总是有悬而未决的可能性，Dojo开始在特斯拉计算中扮演更重要的角色。别忘了，特斯拉今年年底将在Dojo上投资10亿美元，其中5亿美元用于在纽约千兆工厂设置Dojo。第三个被忽视的因素是，埃隆在今年1月26日曾表示特斯拉也会从AMD购买。埃隆的肯定是针对一个问题，即是否有计划从AMD购买芯片，所以这可能是未来的事情。现在，我们需要做的就是等待并看看这种加速进展实际上是什么样子。我认为这里最令人印象深刻的是，在讨论中经常被忽视的一点是，一个公司能够收集到的原始计算量并不是唯一重要的，最终关键在于训练的数据有多好。

So if you have one AI company training like one petabyte of data compared to Tesla, those are very different animals. Tim Zommen, ex-Tesla engineer said, Due to real world video training, we may have the largest training data sets in the world, hot-tier cash capacity beyond 200 petabytes, orders of magnitudes more than LLMs. Further, when it comes to Tesla's infrastructure, he said, it's all on the premises, all owned by Tesla. Many organizations say we have, which usually means we rented, very few companies actually own, and therefore fully vertically integrate. This bothers me because owning and maintaining is hard, renting is easy. The TLDW, I would argue Tesla has the best data set in the world when it comes to autonomy and it's continually growing. We now pair that with the fact that they are no longer compute constrained and as we've been saying, things should be incredibly interesting over the next six months. Most of us here like data, so have a listen to this. According to a recent study done by N. Haynes, nearly one third of the US population is at risk for at least one vitamin deficiency or anemia. 95% of adults have an inadequate vitamin D intake. 45% of the US population had inadequate vitamin A. 46% for vitamin C, 84% for vitamin E, and 15% for zinc.

所以，如果你有一家人工智能公司训练了大约一百万亿字节的数据，与特斯拉相比，这些就是完全不同的东西。前特斯拉工程师Tim Zommen表示，由于真实世界视频训练，我们可能拥有世界上最大的训练数据集，热层缓存容量超过200百万亿字节，比LLM公司多出数个数量级。此外，谈到特斯拉的基础设施时，他说，所有的设施都在公司内部，全部由特斯拉所有。许多机构声称我们有，通常意味着我们租用了，很少公司实际拥有，因此无法完全垂直整合。这让我感到困扰，因为拥有和维护很困难，而租赁则很容易。总之，我认为特斯拉在自主领域拥有全球最好的数据集，并且不断增长。现在与此同时他们不再受计算限制，正如我们所说的，未来六个月将会非常有趣。我们大多数人都喜欢数据，所以听一下这个。根据N. Haynes最近完成的一项研究，美国近三分之一的人口至少有一种维生素缺乏或贫血的风险。95%的成年人维生素D摄入不足，45%的美国人缺乏维生素A，46%缺乏维生素C，84%缺乏维生素E，15%缺乏锌。

We've talked in the past about all of the terrible things that nutrient deficiencies can actually lead to. At a recent congressional event, we had a physician say, this mantra that Americans get all the nutrients they need from food is simply not true and the data demonstrates its false. It's much harder than you think to get the nutrients you need from food alone. Soil depletion, pesticides, processed food, the reasons go on and on. It's pretty simple. That's my Ted talk on why I take AG1 and why I've allowed them to sponsor the channel. It's a quick and easy way that I think tastes good to get a baseline of daily nutrients. You can take it in the morning or at night or you can sip it throughout the day. As you can see, I like to sit mine throughout the day. AG1 does the third party testing. They have a killer team with Huberman and a Tia on board and just one scoop gives you all 75 of these vitamins, minerals and probiotics. If you want to support the channel and more importantly your own health, you can go to drinkag1.com slash electrified linked below using my link or the QR code on the screen. You'll get five travel packs and a one year supply of vitamin D3K2 for free. According to the data, there's a lot of you out there that could really benefit from something like AG1.

过去我们已经谈论过营养不足可能导致的所有可怕事情。在最近的一次国会活动中，一位医生表示，美国人从食物中获取所有所需营养的说法根本不真实，数据证明了这一点是错误的。从食物中获取所需营养比你想象的要困难得多。土壤耗竭、农药、加工食品，原因多种多样。总体来说很简单。这就是为什么我选择服用AG1的原因，也允许他们赞助我的频道。我认为这是一种快捷、简单的方式，味道好，可以获得每日的基本营养。你可以早上或晚上服用，也可以一整天慢慢喝。正如你所看到的，我喜欢一整天慢慢喝我的AG1。AG1进行第三方测试。他们拥有一个强大的团队，有Huberman和Tia，只需一勺就可以获得所有这些75种维生素、矿物质和益生菌。如果你想支持我的频道，更重要的是关心自己的健康，你可以通过下面的链接drinkag1.com/electrified使用我的链接或屏幕上的QR码。你将获得五个旅行包和一年免费供应的维生素D3K2。根据数据，有很多人会从AG1这样的产品中获益。

Monroe Live was asking about a high voltage open connector that they found on the Cybertruck. Wes, a Cybertruck engineer, quote posted something saying, don't forget, you can always check the service documentation. The post that Wes shared was a picture from the service manual and that user said inductive charging. I'll take that as a pretty good indication the Cybertruck is future-proofed for inductive charging so that open port would just be for a coil or a plate to be later installed. So when you drive over one of the wireless chargers, you're good to go. It should be noted some automakers will leave open connectors like that for general assembly purposes so they can do some testing if need be but sounds like in this case it will have a further purpose at Tesla. Drew Baglino also replied to Wes with some eyeballs so I'll also take that as a confirmation. In case you're new, last year Tesla bought a company called Wytherian who did a lot of work with inductive charging. Later Tesla sold off part of the company, presumably kept most of the IP and some employees and since Tesla executives have said multiple times Tesla is working on inductive charging for passenger vehicles.

Monroe Live询问了他们在Cybertruck上找到的一个高压开放连接器。Cybertruck工程师Wes引用了一段话，表示不要忘记，你总是可以查看服务手册。Wes分享的帖子是服务手册中的一张图片，那个用户说是感应充电。我会把这看作是Cybertruck已经为感应充电做好了准备，这个开放端口可能只是为了以后安装线圈或板。所以当你开车经过其中一个无线充电器时，就可以继续前行了。值得注意的是，一些汽车制造商会留下类似那样的开放连接器用于总装目的，这样他们需要时可以进行一些测试，但听起来在这种情况下它将在特斯拉有进一步的用途。Drew Baglino也回复了Wes并发了一些眼珠表情，我也会把这当作确认。如果你还不知道，去年特斯拉收购了一家名为Wytherian的公司，他们在感应充电方面做了很多工作。后来特斯拉出售了该公司的部分股权，据推测保留了大部分知识产权和一些员工，自特斯拉高管已多次表示特斯拉正在为乘用车研发感应充电技术。

I'm sure this will wear off over time with me but right now I actually enjoy plugging in my car each time because it's a reminder that I'm not at a gas station. The group behind that Pwn to Own event that Tesla has participated in every year when it comes to cyber security held another initiative and Tesla participated and it paid off. Ironically enough Tesla will be paying off these hackers as they won $200,000 and a new Model 3. The team of security researchers dubbed Synactive managed to hack Tesla's ECU electronic control unit and the vehicle can bus. Typically we gloss over these events but I think it's important to remember this is actually one of Elon's biggest fears when it comes to Tesla.

我相信随着时间的推移，这种感觉会消失，但现在我实际上很喜欢每次插上汽车，因为这提醒我不用去加油站。那个每年举办网络安全活动的团队为Tesla举办了另一场活动，Tesla参加了并取得了成功。具有讽刺意味的是，作为奖励，Tesla将支付这些黑客200,000美元和一辆新的Model 3。安全研究团队Synactive成功黑客入侵了Tesla的ECU电子控制单元和车辆总线。通常我们会忽略这些事件，但我认为重要的是记住，这实际上是埃隆谈到Tesla时最大的恐惧之一。

I think one of the biggest risks for autonomous vehicles is somebody achieving a fleet wide hack. In principle if somebody was able to hack say all of the autonomous Teslas they could say I mean just as a prank they could say like Santa Walter Rhode Island from across the United States and they'd be like well okay that would be the end of Tesla and there would be a lot of angry people in Rhode Island that's for sure. We got to make super sure that that fleet wide hack is basically impossible and that if people are in the car that they have a override authority on whatever the car is doing. So if the car is doing something wacky you can press a button that no amount of software can override that will ensure that you gain control of the vehicle. Tesla participating in initiatives like this helps to keep them ahead of the hacking curve.

我认为自动驾驶汽车面临的最大风险之一是有人实现整个车队的黑客攻击。原则上，如果有人能够入侵所有的自动驾驶特斯拉，他们可以说，我是说，就像开个玩笑一样，他们可以隔着美国的距离控制特斯拉，这可能会导致特斯拉的终结，罗德岛的人肯定会很生气。我们必须确保整个车队的黑客攻击基本上是不可能的，并且如果有人在车内，他们必须可以对车辆所做的任何事情进行覆盖授权。因此，如果车辆做出奇怪的动作，您可以按下一个按钮，没有软件可以覆盖，这将确保您控制车辆。特斯拉参与这类倡议有助于使他们始终处于黑客攻击的前沿。

An ex-user was asking for clarification on the number of supercharger stalls that companies like Rivian and Ford have access to. Rohan Patel said it's actually just over 16,000 stalls that they have access to. An additional 11,000 are just for Tesla customers mostly V2 stalls. Multiple stations being added every week and really our only limiting factor is utility interconnection which takes two darn long. The tree house protesters in Gigabrelin are looking to build more. A spokesperson for the group said even if new requirements make it impossible for us to protest we will stand in Tesla's way beyond May 20th and stay there.

一位前用户正在询问像Rivian和福特这样的公司可以访问的超级充电桩数量的澄清。Rohan Patel说他们实际上可以访问超过16,000个充电桩。另外11,000个仅供特斯拉客户使用，主要是V2型充电桩。每周都会增加多个充电站，我们唯一的限制因素实际上是电力互连，这需要太长的时间。Gigabrelin的树屋抗议者正计划建设更多充电站。该团体的发言人表示，即使新的要求使我们无法继续抗议，我们也将继续阻碍特斯拉，直到5月20日之后为止。

They also noted the group is planning to build more treehouses saying we're in exactly the right place to prevent the interest of the Tesla group from being pushed through like that. The administrative court is currently on the side of the protesters but the police department seems to be against this. For now the police have filed a complaint. In a surprise vote Maine's top environmental regulator rejected a proposed EV mandate. This would have closely mirrored California's mandate that at least 51% of new car purchases be electric by 2028 and 82% by 2032. However the board received around 1800 comments from the people and nearly 84% were not in favor of the mandate.

他们还指出，该组织计划建造更多的树屋，表示我们正处在阻止特斯拉集团的兴趣被推进的正确位置上。行政法庭目前支持抗议者，但警察部门似乎反对此举。目前警方已提出投诉。在一次出乎意料的投票中，缅因州最高环保监管机构否决了一项提议的电动车强制令。这将紧密模仿加州的强制令，即到2028年至少51%的新车购买是电动车，到2032年至少82%。然而，该机构收到了约1800条来自民众的评论，其中近84%的人不支持这项强制令。

The reason Maine is far too rural with far too few charging stations and many manors are also concerned about the reliability of these vehicles in the extreme cold. Listen there are definitely still locations and certain use cases where an EV may not be the best choice but for 84% to oppose something like this clearly we need a lot more education. Given the uncertainty in the EV transition Stellantis is laying off 400 salaried workers. These will mainly be positions in engineering, technology and software at the HQ in Michigan. The cuts effective March 31st amount to about 2% of Stellantis's global workforce in engineering tech and software.

缘于缅因州过于乡村，充电站数量过少，许多庄园主也担心这些车辆在极寒条件下的可靠性。请注意，肯定还有一些地点和特定用途情况下，电动汽车可能并非最佳选择，但84%的人反对这样的事情，显然我们需要更多教育。鉴于电动汽车转型的不确定性，斯泰利安蒂斯公司将裁减400名薪资工人。这些主要是位于密歇根州总部的工程、技术和软件职位。这些裁员在3月31日生效，约占斯泰利安蒂斯全球工程技术和软件人员总数的2%。

Carlos Tavares is still saying that EVs cost 40% more to make than those that run on gas. And Stellantis confirmed they're planning to launch 18 new EVs this year, 8 of those in North America. Honda is another company looking to save money as they transition to electric vehicles. They just said they're going to reduce dealership profit margins on new vehicles and make some other changes. They're planning on a 0.5% profit margin reduction and obviously the dealers are not happy. I think Honda dealers anywhere but Canada should be feeling grateful though because how about this? Honda Canada reportedly expects to reduce the profit margin its Canadian dealers earn on vehicle sales by up to 44%.

Carlos Tavares仍在说，制造电动汽车的成本比使用汽油的汽车高出40%。Stellantis证实他们计划今年推出18款新的电动汽车，其中8款在北美。本田也是另一家希望节省成本的公司，他们转向电动汽车。他们刚刚表示，将减少新车的经销商利润率，并做一些其他改变。他们计划减少0.5% 的利润率，显然经销商并不高兴。我认为除了加拿大以外的地方，本田经销商应该感到感激，因为加拿大的本田据报道预计将减少其经销商在车辆销售中的利润率高达44%。

An action the Canadian Auto Dealer Association is going to fight with substantial legal financial and intellectual resources. The drumbeat continues as we have more auto execs ringing the alarm on Chinese EVs coming to the US. Kersoft the Monroe competitor has broken down over 30 different Chinese EVs as of late. One of those was the BYDC goal. A vehicle that in China costs less than $10,000. A former GM executive who now works at Kersoft said the seagull could be a clarion call for the rest of the auto industry.

加拿大汽车经销商协会将会动用大量法律、财务和智力资源来对抗某项行动。不断有更多的汽车高管发出警告，称中国的电动汽车正在进入美国市场。蒙罗竞争对手Kersoft公司最近已经拆解了超过30款不同的中国电动汽车，其中一款是比亚迪的goal。这款车在中国的价格不到10000美元。一位曾在通用汽车担任高管的人现在在Kersoft公司工作，他表示这可能会成为汽车行业的一个警示信号。

It's a significant event. I'm pretty sure the range on the seagull is only around 190 miles and I think the top speeds only around 80 miles per hour but Kersoft did say they found the seagull to be efficiently and simplistically designed engineered and executed but with unexpected quality and anticipated reliability. For what it's worth, Kersoft did say the company BYD still makes some money on the seagull. The expectation however is that if BYD were ever to bring a vehicle like this to the United States they would have to change it and it would most likely cost more. For example the same vehicle is selling in Mexico for about $21,000.

这是一个重要的事件。我很确定海鸥的航程只有大约190英里，最高速度大约只有80英里每小时，但Kersoft确实说他们发现海鸥是设计、工程和执行上高效和简单，但质量出乎意料地好，可靠性也很高。就这点来说，Kersoft确实说比亚迪公司仍然在海鸥身上赚了一些钱。然而，人们期待的是，如果比亚迪带着这样一款车辆来到美国，他们必须对它进行改进，而且很可能会更贵。例如，同款车在墨西哥的售价约为21,000美元。

Tesla stock closed the day at $170.83 down 1.15% while the Nasdaq was up 0.16%. It was another very low volume day for Tesla trading about 22 million shares below the average 30 day volume which also keeps coming down. For the week Tesla stock was up 4.7% but year to date it's still down 31.7%. Don't forget check out AG1 linked below if you're interested. Sometimes one good decision can lead to a snowball of many more.

特斯拉股价收盘报170.83美元，下跌1.15%，而纳斯达克指数上涨了0.16%。特斯拉的交易量继续很低，大约比30天平均交易量少了2200万股，而平均交易量也在不断下降。本周特斯拉股价上涨了4.7%，但全年至今仍下跌了31.7%。如果感兴趣的话，可点击下方链接查看AG1。有时候一个好决定会引发更多的连锁反应。

Hope you guys have a safe and a wonderful weekend. 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.

希望你们周末愉快且安全。如果喜欢这个视频，请点赞。你可以在下面的链接找到我，非常感谢所有我的 Patreon 支持者。