Big Win for Tesla & America / Elon on Tesla's Compute / Tesla's Prototype Testing ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Tony and Cheryl N, Neil B and Philippe L. Thank you for choosing to support the channel. In a big win for the US, TSMC just agreed to increase its US investment by more than 60% to over $65 billion to produce the world's most advanced 2 nanometer chips in America. Our Commerce Secretary said for the first time ever, we'll be making at scale the most advanced semiconductor chips on the planet here in the US. These chips will underpin all AI demand. The investment will be the largest foreign direct investment in US history for a green field project. A green field project is basically just a brand new site compared to a brown field which would be effectively revamping an old site. 70% of TSMC's customers are US companies and this increased investment will put the US on track to produce around 20% of the world's leading edge chips by 2030.

欢迎来到《通电》，我是您的主持人迪伦·卢米斯，快速向我的最新赞助人托尼和谢丽尔·尼尔B和菲利普L致敬。感谢您选择支持本频道。对于美国来说是一个巨大的胜利，台积电刚刚同意将其在美国的投资增加超过60%，达到650亿美元，用于在美国生产全球最先进的2纳米芯片。我们的商务部长表示，我们将第一次在美国批量生产全球最先进的半导体芯片。这些芯片将支撑人工智能需求。这项投资将是美国历史上最大的外国直接投资项目，属于绿地项目。绿地项目基本上是一个全新的场地，而棕地项目实际上是对一个老场地进行改建。台积电的70%客户是美国公司，这一增加的投资将使美国在2030年前能够生产全球领先的芯片约占全球领先的20%。

Of these three TSMC factories, the first one will make four nanometer chips scheduled to begin production 2025. The second plant which was originally going to make three nanometer chips will now make two nanometer ones and then the third plant will also produce two nanometer chips as well as even more advanced semiconductors. Right now, TSMC makes its most advanced chips exclusively in Taiwan. The four nanometer process for AI training designed by NVIDIA used for applications like chat GPT and three nanometer processors for Apple phones. There are still going to be challenges with these factory buildouts, one being labor shortages and two the prolonged permitting that has already resulted in TSMC pushing back this factory by over a year.

在这三个台积电工厂中，第一个工厂将制造预定于2025年开始生产的四纳米芯片。原本将生产三纳米芯片的第二工厂现在将转而生产二纳米芯片，而第三工厂也将生产二纳米芯片以及更先进的半导体。目前，台积电将其最先进的芯片独家生产在台湾。英伟达设计的用于诸如聊天GPT等应用的人工智能训练四纳米工艺，以及用于苹果手机的三纳米处理器。这些工厂的建设仍然面临挑战，其中之一是劳动力短缺，另一个则是持续的许可问题，已导致台积电推迟了一年以上这个工厂的建设。

Part of why this is so important since the US last built a green field leading edge manufacturing facility, TSMC has built 22 fabs in Taiwan. So these TSMC plants will be making semiconductors using between a two and four nanometer process for comparison the NVIDIA H100s that Tesla uses to train its FSD uses a four nanometer process. For years now there have been rumors that Tesla was going to be one of the first EV makers to request some of these four or five nanometer process chips from TSMC. Hardware 3 which is designed by Tesla but manufactured by Samsung mostly in Austin is on the 14 nanometer process and as far as we know hardware 4 is on the 7 nanometer process. As mentioned a previous report indicated Tesla plan to use TSMC's four nanometer tech to build hardware 4.

之所以如此重要的部分原因是因为美国上一次建造绿色领先制造设施时是什么时候，台积电在台湾建造了22个半导体工厂。因此，这些台积电工厂将使用两到四纳米的工艺制造半导体，以供比较，特斯拉用来训练其全自动驾驶系统的NVIDIA H100s使用的是四纳米工艺。多年来一直有传言说特斯拉将是第一批向台积电请求四到五纳米工艺芯片的电动汽车制造商之一。硬件3是由特斯拉设计但大部分在奥斯汀由三星制造，采用的是14纳米工艺，据我们所知，硬件4采用7纳米工艺。正如先前的报告所述，特斯拉计划使用台积电的四纳米技术来制造硬件4。

This was going to come from that Arizona plant but as we mentioned that was delayed by over a year. It's certainly going to take a few years for these plants to ramp up in Arizona but my point here is eventually Tesla will most likely be sourcing chips from this new US factory making their cars even more American made. The US will still be heavily reliant on Taiwan to bring over some of their talented engineers to get this Arizona site up and running but in the long run decoupling our reliance on Taiwan for these semiconductors is a major win for the US. Also if you're new to the channel generally speaking the lower the number for the nanometer process the more capable and the more efficient the chip actually is. Tesla charging posted a video saying they're down to four days from delivery to opening a site with pre-fabricated supercharger units or PSUs.

这些芯片原本是要从亚利桑那工厂出产的，但如我们所提到的，这个计划已经延迟了一年多。在亚利桑那，这些工厂肯定需要几年时间才能完全运转起来，但我的重点是最终特斯拉很可能会从这个新的美国工厂采购芯片，使他们的车辆更加美国制造。美国仍将严重依赖台湾，以聘请一些有才华的工程师来让这个亚利桑那工厂运转起来，但从长远来看，减少对台湾这些半导体的依赖对美国来说是一个重大胜利。通常情况下，纳米工艺过程的数值越低，芯片的能力和效率就越高。特斯拉充电发布了一个视频，称他们已经在交付后四天内就能开通一个装有预制超级充电器单元的站点。

In the video they tell us up to 12 superchargers per truck as these are being delivered across North America and at least at the time of this video the largest pre-assembled site build to date was 76 superchargers. Cumulatively the count of these PSUs installed in North America is 2,300. Here's the design sketch for these PSUs and you can see that on the side of the cabinet is where the circuit breaker is with a Tesla site controller. So once these are delivered and dropped into place the conduit with the power for the site can actually be connected right here. The last update we got was roughly two years ago and at that time they were deploying 12 of these PSUs in roughly eight days at least for this one site. Rohan Patel said I think our average new site over the past year is now above 12 chargers per site and growing.

在视频中，他们告诉我们每辆卡车最多可以装备12个超级充电器，这些卡车正在北美洲交付使用，至少在这个视频发布时，迄今为止安装的最大预制现场已经有76个超级充电器。北美地区累计安装的这些电源单元数量达到了2,300个。这是这些电源单元的设计草图，你可以看到在电柜的侧面是一个带有特斯拉站点控制器的断路器。因此，一旦这些设备被交付并安放到位，那么现场所需的电力管道实际上可以直接连接到这里。我们最近得到的最后一个更新是大约两年前的数据，当时他们在大约八天内在这个站点部署了12个这样的电源单元。Rohan Patel说：“我认为，过去一年我们新建站点的平均充电器数量现在已经超过了每个站点12个，并且还在增长中。”

The unfortunate reality here is that some of these PSU locations are still waiting to be connected to the grid some for hundreds of days the two main culprits permitting and the interconnection queues. It's awesome that Tesla can do everything it can control in a matter of days but there's a portion of bringing these sites online that is out of Tesla's hands and that can oftentimes take months. Rohan actually just said interconnection timelines in some utility jurisdictions are ridiculous as are some permitting authorities.

这里的不幸现实是，一些PSU位置仍在等待连接到电网，有些已经等了数百天，造成这种情况的主要原因是许可和互联排队。特斯拉能够在几天内完成其可控制的一切工作，这令人惊叹，但将这些站点联网的部分是超出特斯拉控制范围的，通常需要数月时间。Rohan实际上说，有些公用事业管辖区内的互联时间表荒谬，一些许可机构也是如此。

Marco has reported Tesla is planning the new world's largest supercharger site in Yeeha Junction Florida. This would be a 200 stall mega site 160 PSUs and then 40 standalone stalls eight of which are for trailers. This Yeeha Junction is southeast of Orlando down toward Vero Beach. On that point Drew Baglino said I agree it may not make a difference in overall site timelines given permitting and utility but these prefab innovations fundamentally drive down cost per post deployed time equals money will continue integrating more prefab content including lighting in canopies and solar to bring more charging value at lower cost for our customers. If you've been around you've definitely heard me say I wish Tesla would build more supercharger locations with these canopies and solar they've talked about it for years but really have not deployed it at scale. It's nice to hear Drew mention it but personally I'm not getting my hopes up.

马可报告称，特斯拉计划在佛罗里达州耶哈联接处建造世界上最大的超级充电站。这将是一个拥有200个充电桩的巨大站点，包括160个电源单元和40个独立充电桩，其中8个专为拖车设计。耶哈联接处位于奥兰多东南部往下朝维罗海滩方向。在这一点上，德鲁·巴格里诺表示，我同意这可能不会对整体站点时间表产生影响，因为需要许可和公用设施，但这些预制创新基本上降低了每个充电桩部署的成本，时间就是金钱，将继续集成更多的预制内容，包括照明和遮篷以及太阳能，以以更低的成本为我们的客户带来更多充电价值。如果你一直在周围，你一定听过我说过我希望特斯拉会建造更多带有这些遮篷和太阳能的超级充电站，他们多年来一直在谈论，但实际上并没有大规模部署。听到德鲁提到这一点很高兴，但就我个人而言，我并不抱太大希望。

There was also a photo on Reddit of some new V4 dispensers going up in Houston Texas but sadly the word is the cabinets or the back end is still stuck at V3. Sure it's nice to have the V4 dispensers with the cables that are about three feet longer but the question remains when will we see the improved charging performance. There's plenty of speculation out there right now about what's going on with the Cybertruck battery pack from that Monroe teaser video we saw that it looks like the Cybertruck pack is roughly only half full from a vertical perspective. Wes one of the Cybertruck engineers did post about this saying I'd say it's half full quoting whole Mars saying the pack was half empty. Of course the speculation is that at some point in the future maybe when Tesla has more 4680 supply they could have a second layer of sales in this battery pack. I just want to say it does not take an engineer to point out that there could be other reasons Tesla has designed the pack in such a way. That said I have to say this is definitely something to keep an eye on in the months ahead.

Reddit上还有一张照片，显示了一些新的V4充电器在德克萨斯州休斯顿正在安装，但遗憾的是据说机柜或后端仍然停留在V3阶段。拥有电缆长度大约长三英尺的V4充电器固然好，但问题仍然是我们何时能看到充电性能的改善。目前有很多关于Cybertruck电池组的猜测，来自我们看到的Monroe预告视频，从垂直角度看，Cybertruck电池组大约只有一半充满。Cybertruck工程师之一Wes发帖谈到了这一点，说“我会说它是半满的”，引述了Whole Mars说电池组是半空的。当然，猜测是在未来某个时间点，也许是当特斯拉有更多的4680电池供应时，他们可能会在这个电池组中增加第二层销售。我只想说，并不需要是一个工程师才能指出特斯拉设计电池组的其他原因。话虽如此，我不得不说，这绝对是未来几个月值得关注的事情。

Elon responded to this post from the technology brother that was showing the H100 GPU counts from different companies and Zuckerberg and meta being far out in the lead. However Elon said this is not accurate Tesla would be second highest and XXAI would be third if measured correctly. The public cloud cover is capacity rented from hyperscalers the private cloud is going to be owned and run by the company the national HPC is government owned and run. This chart has meta with over 350,000 H100 GPUs it then has Tesla with 10,000. So based on what Elon said in reality Tesla has at least 30,000 because he said Tesla would be in second if this chart was accurate and additionally X and XAI would be right behind Tesla putting lambda in fourth. The problem here is we don't know what Elon means when he said if measured correctly. Example we know Tesla has some A100s that were one of the predecessors to the H100s so are we including H100 equivalents. For what it's worth this account did have another chart showing the A100 GPU count once again meta was in first this time they had Tesla in second with 16,000 A100s. Again is Elon including Dojo in this response we just don't know.

埃隆回复了科技兄弟的帖子，其中展示了不同公司的H100 GPU数量，还提到了Zuckerberg和meta在领先地位。然而，埃隆表示这不准确，特斯拉将位居第二，XXAI将位居第三，如果测量正确的话。公共云是从超大型规模的供应商那里租用的容量，而私有云将由公司拥有和运营，国家级的高性能计算则由政府拥有和运营。这张图表显示meta拥有超过35万个H100 GPU，而特斯拉只有1万个。根据埃隆所说的，特斯拉实际上至少有3万个，因为他说特斯拉会排在第二位，如果这张图表准确的话，此外，X和XAI将紧随其后，将lambda排在第四位。问题在于，我们不知道埃隆所说的“如果测量正确”是什么意思。例如，我们知道特斯拉有一些A100，这是H100的前身之一，所以我们要包括H100的等同物吗？值得一提的是，这个账号又发布了另一张图表，显示A100 GPU的数量，再次meta排在第一，这次特斯拉排在第二，拥有1.6万个A100。再次，埃隆在这个回复中是否包括了Dojo，我们并不清楚。

Just a word of caution there is a lot of chatter out there about version 12 now being able to recognize human hand signals and there's a lot of testing being done I just want to say there's no guarantees this is a reliable function specifically the hand signals in a lot of these videos there's something else happening that the car could be responding to in this case the video on the screen it's the gentleman getting out of the way so just be careful with your testing out there at this point I'm pretty confident in saying version 12 is not reliably responding to hand signals we got the weekly Tesla China data for the first week of quarter two it came in at 1,900 comparing that to the first week of quarter one that number was 3,200 comparing to the first week of quarter two from last year that number was 6,973 meaning year over year we're down about 73% as you can see from the past three quarters the first week of each quarter has started off below 4,000 funny enough I went back and checked this was actually 1,000 for the first week of quarter four last year which ultimately turned out to be Tesla China's best quarter ever no I'm not saying I think that's going to happen here I'm just saying no need to overreact

这只是一个小小的警告，很多人都在谈论版本12现在能够识别人类手势，有很多测试正在进行。我只想说，这并不意味着这是一个可靠的功能，特别是手势方面。在许多视频中，可能有其他原因导致汽车作出反应，比如屏幕上的视频中可能是有人让开。所以在进行测试时要小心。目前我比较确信版本12并不可靠地对手势作出反应。我们得到了第二季度第一周的中国特斯拉数据，为1900辆，与第一季度第一周的3200辆相比，与去年第二季度第一周的6973辆相比，同比下降了约73%。从过去三个季度来看，每个季度的第一周开始时销量都低于4000辆。有趣的是，我查了一下，去年第四季度的第一周实际上只有1000辆，最终成为特斯拉中国有史以来最佳的一个季度。我不是说我认为这次会发生，我只是想说没有必要过度反应。

we also got the breakdown for domestic versus export for Tesla China in March the domestic number was 62.4,000 meaning the export number was 26.7,000 as we've talked about looking at the key one total domestically we were down from quarter one of 2023 exports also down wholesale also down year over year on per reel jane's linkedin page who's the tech lead and manager for Tesla AI he said that as of March this year our end-to-end neural net based driving policy has been deployed to around 2 million vehicles in the US and the rest of the safety and autopilot software stack is running on 6 million plus vehicles globally translation Tesla's version 12 of fsd has now been deployed to 2 million vehicles in the US prior number that we were throwing around four paid customers was around 400,000 that's a nice 5x increase in the number of vehicles with Tesla's fsd version 12 so in the months ahead we'll see how that plays out

在3月份，特斯拉中国的国内销量为62.4万辆，意味着出口量为26.7万辆。如我们所讨论的那样，从关键数字来看，国内销量与2023年第一季度相比有所下降，出口量和批发也同比下降。 特斯拉AI的技术负责人和经理简尼在领英页面上表示，截至今年3月，我们的端到端神经网络驾驶策略已经部署到美国约200万辆车辆，而其余的安全和自动驾驶软件已在全球600多万辆车辆上运行。 特斯拉版本12的FSD现在已经部署到美国的200万辆车辆上。之前我们提供给付费客户的数字约为40万辆，这意味着拥有特斯拉版本12 FSD的车辆数量增加了5倍。未来几个月，我们将看到这一情况如何发展。

I also wanted to caution against using this number loosely even just 40 days from now because remember once this 30 day trial ends of v12 this number will most likely come back down maybe not all the way to 400,000 but it's not going to stay at 2 million either we got a conclusion to that wrongful death lawsuit against Tesla for that apple engineer turns out they settled the day before the trial was to begin unfortunately for us Tesla has filed to seal from public view the amount listed in the settlement agreement Tesla's attorneys did say they wanted the exact dollar amount of the settlement sealed because other potential claimants may perceive the settlement amount as evidence of Tesla's potential liability for losses which may have a chilling effect on settlement opportunity in subsequent cases there's already people speculating all Tesla settled because they knew they were going to lose the trial maybe but you could say the exact same thing for the other side in my opinion further speculation here is just foolish Tesla has already won two of these wrongful death lawsuits at trial it would have been nice to have a third but it's one more off the list for Tesla Elon just commented about the labor dispute that's been going on in Sweden dating back to October last year in a space on X he said the storm has passed on that front I think things are in reasonably good shape in Sweden to be clear the storm has passed does not mean they came to some collective agreement I'm just interpreting it to mean that all of the sympathy strikes that were thrown at Tesla they have successfully found workarounds for this sensational headline was going around saying that British Columbia has banned level three and higher autonomy this could be exhibit a of why I struggle sometimes with X and this headline only reading culture if you actually read the article it says this ban is unless authorized by the province the ban extends to driving a vehicle capable of autonomous driving at these level without the system engaged all this is really saying is that BC reserves the right to approve any of these level three or higher autonomous systems this ultimately just gives the power to the regulators to handle this how they see fit given that Tesla's FSD is technically level two nothing will change for them on this one I just wanted to clarify a post Elon made on X he said the investment in training compute gigantic data pipelines and vast video storage will be well over 10 billion dollars cumulatively this year he did say that's nothing compared to the quarter trillion dollars in cars on the road with Tesla designed AI inference computers being trained by their drivers however I saw some people out there interpreting this as Tesla was going to be spending 10 billion dollars on compute and data storage this year alone I do not believe that's the case I just think many people are totally missing this word cumulatively Elon told us late last year Tesla plans to spend over two billion dollars on AI training in 2023 and another two billion in 2024 specifically on computing for FSD training now it would be fair to say that a competitor would need to spend 10 billion dollars to get to Tesla's level strictly from a hardware data storage standpoint and that does not account for the six million robots on the road with that AI inference compute I absolutely think a time is coming in the 2030s when Tesla is spending 10 billion dollars per year on AI training hardware and data storage but we're just not there yet

我也想警告大家不要轻易使用这个数字，即使在40天后，因为请记住一旦v12的30天试用结束，这个数字很可能会下降，也许不会降到40万，但也不会停留在200万，我们已经得出结论，错案里针对特斯拉的那个苹果工程师的案件，他们显然在庭审开始的前一天达成和解，不幸的是，特斯拉已经申请封存和解协议中的金额，特斯拉的律师表示他们希望封存和解协议中的确切金额，因为其他潜在的索赔人可能会将和解金额视为特斯拉潜在损失责任的证据，进而对后续案件的和解机会产生冷静效应，有人已经在猜测特斯拉和解是因为他们知道他们会输掉官司，也许是，但你也可以说对方也是如此，依我看，进一步的猜测是愚蠢的，特斯拉已经赢得了两起这类的错案诉讼，正是一个欣慰的事情，虽然让人遗憾没有第三起，但这对特斯拉来说又是一个案件了，埃隆刚刚发表评论谈及去年十月起在瑞典发生的劳工纠纷，他表示在这一方面风暴已经过去了，我认为瑞典的情况还算不错，要明确的是，风暴过去只是表示他们没有达成某种集体协议，我只是理解为他们已经成功地应对了向特斯拉发动的所有同情性罢工，有一个耸人听闻的头条在传播，称不列颠哥伦比亚州已经禁止了三级及以上的自动驾驶技术，这可能是我有时会对于X和这种只看标题的文化感到困惑的原因，如果你真的读了文章，它说这项禁令是除非得到省政府授权，否则禁止驾驶车辆在这些级别上进行无系统参与的自动驾驶，这只是说不列颠哥伦比亚州保留批准这些三级及以上自动技术的权利，对于特斯拉的FSD技术，由于技术上是二级，这对他们来说并没有什么变化，我只是想澄清埃隆在X上发的一篇帖子，他说在培训计算巨大的数据管道和大规模视频存储方面的投资今年将超过100亿美元，他确实说，与特斯拉设计的AI推断计算机相比，道路上的汽车总值将超过2500亿美元，由他们的司机进行培训，然而我看到一些人解释成特斯拉今年将会花费100亿美元在计算和数据存储上，我不相信这是真的，我只是认为很多人完全忽略了这个词“累计”，埃隆告诉我们去年底，特斯拉计划在2023年花费超过20亿美元进行人工智能培训，2024年再花费20亿美元，专门用于FSD培训的计算，现在可以说，一个竞争对手需要花费100亿美元才能达到特斯拉的水平，严格从硬件和数据存储的角度来看，这还不包括600万辆路上行驶的机器人和AI推理计算，我绝对认为在2030年代会到来一个时机，特斯拉每年将在AI培训硬件和数据存储上花费100亿美元，但我们还没有达到这个地步。

On the cyber truck Drew Baglino said there was a bug that sometimes locked supercharger dispensers into 100 amps max when charging cyber trucks from very low states of charge the bug has been fixed they're piloting right now it'll be fully deployed next week he also said the cyber truck charge curve improvements are coming OTA later this quarter to unlock up to 154 miles recovered in 15 minutes I'll be honest I really don't like when people say things like how many miles you're going to get in how many minutes because it's so variable in the real world given the temperature and preconditioning and the chargers and how busy they are but given that there have been people disappointed with the 4680 charge curve specifically on the cyber truck good to hear that improvements are coming

在关于网络卡车的问题上，德鲁·巴格里诺表示有一个错误，有时会将超级充电器的最大电流锁定在100安培，当网络卡车的电量非常低时进行充电。这个错误已被修复，他们目前正在进行试点测试，将在下周完全部署。他还表示，网络卡车的充电曲线改进将在本季度晚些时候通过OTA进行更新，可以在15分钟内恢复高达154英里的续航里程。说实话，我真的不喜欢人们说类似“在多少分钟内可以获得多少英里”的说法，因为在现实世界中，由于温度、预热状态、充电器的状况以及忙碌程度等因素，这一数据非常不确定。但考虑到有人对网络卡车的4680充电曲线感到失望，听到改进即将到来的消息还是令人高兴的。

Bloomberg had a positive article about Tesla titled their charging network has become a serious business plenty of things we already know but they did say Tesla has been installing around 13,000 superchargers per year for the last few years then based on a Bloomberg any F analysis they're saying if you apply a 10 target profit margin to the projected revenue you arrive at $740 million in 2030 earnings nearly three quarters of one billion dollars in earnings just from the supercharger network in 2030 just remember all forecasts are wrong it's just a matter of by how much but Tesla's services and other gross profit has been on a really nice uptrend for the past few years

彭博社发表了一篇关于特斯拉的正面文章，标题是他们的充电网络已经成为一个严肃的业务。有很多我们已经知道的事情，但他们说特斯拉过去几年每年安装大约13,000个超级充电桩，然后根据彭博社的任何分析，他们表示如果将预计收入应用到10%的目标利润率上，到2030年你会得到7.4亿美元的收入，几乎是在2030年只从超级充电网络中赚取的接近7.5亿美元的收入。只要记住，所有的预测都是错误的，只是错误的程度不同，但特斯拉的服务和其他毛利润在过去几年一直呈现出非常良好的上升趋势。

In a separate article Bloomberg is predicting that bev penetration is likely to reach 25% in the United States by the end of the decade they also conducted a survey for brand retention and the latest findings 87% of Tesla customers are likely to choose another Tesla for their next car in second place was Lexus with 68% and in third place was Toyota with 54% highlighting that Martin Vieja said super high retention rate of Tesla buyers is an under appreciated point especially given around 90% of Tesla vehicles sold in 2023 were sold to people who never owned a Tesla before the replacement cycle has not even fully kicked in yet

在一篇单独的文章中，彭博预测，到本年代结束时，美国的饮料渗透率可能会达到25%。他们还进行了一项关于品牌保留率的调查，最新发现显示，87%的特斯拉顾客可能会选择下一辆特斯拉作为他们的下一辆车，排名第二的是雷克萨斯，达到了68%，第三名是丰田，达到了54%。Martin Vieja指出，特斯拉购买者的超高保留率是一个被低估的点，尤其是考虑到大约90%的2023年销售的特斯拉车辆是销售给之前从未拥有过特斯拉的人。换车周期甚至还没有完全开始。

The president of Argentina Javier Malay is planning to meet with Elon Musk at Gigatexis next Thursday Javier will already be coming to the States as he's set to receive an award in Florida no official word on what they plan to talk about although I believe that free speech will be at the top of the list Adam Jonas put out another Tesla stock note I just wanted to highlight their assumptions for the Tesla mobility model they're forecasting the beginning of this service by 2026 with 1000 units in operation by 2030 they're forecasting 157.5,000 units rising to 1.7 million by 2035 once again at this time we expect the vast majority of the Tesla mobility fleet to be human operated given those arguably low assumptions they're still valuing Tesla mobility at 61 dollars per share figured that was a nice segue to this if you go to the Tesla careers page and search for prototype vehicle operator you will find many different listings across the United States there are 15 listings in total in 12 different states one listing for Miami Florida the prototype vehicle operator role is responsible for capturing high quality data that will contribute to the improvement of our vehicle's self driving performance this person will operate a vehicle in a designated area for data collection and they'll provide feedback on how they can improve the data collection process as far as we know these jobs were added within the past week the question now becomes is Tesla really going to put the prototype robotaxi out in the public for testing part of me says there's no way Tesla would put the robotaxi out on the streets before the unveil in August to do some of this testing another part of me realizes they already have other job listings that just say vehicle operator separately Tesla's also hiring for eight ass test specialists so the prototype distinction is definitely worth noting as we've seen with the Cybertruck Tesla can't just port the hardware from the sexy lineup over to these new vehicles with different designs and expect things to run smoothly right out of the gate they need to collect new data with the new camera setup so it's unclear exactly what these job listings will be but exciting nonetheless

阿根廷总统哈维尔·马拉斯计划在下周四与埃隆·马斯克在Gigatexis会面。哈维尔将在前往美国时与埃隆会面，因为他将在佛罗里达接受一个奖项。目前还没有官方消息透露他们计划讨论什么，但我相信言论自由将是他们讨论的焦点。亚当·乔纳斯发布了另一份关于特斯拉股票的报告，我想强调他们对特斯拉出行模式的假设。他们预测到2026年开始提供这项服务，到2030年将拥有1000辆车，预测到2035年将有157.5万辆上升到170万辆。目前，我们预计特斯拉出行中绝大部分车辆将由人类操作。尽管这些假设可能有些低，但他们仍然将特斯拉出行的估值定为每股61美元。如果您访问特斯拉的招聘页面并搜索原型车辆操作员，您将在美国发现许多不同的职位。总共有15个职位，分布在12个不同的州，其中一个在佛罗里达迈阿密。原型车辆操作员的角色是抓取高质量数据，以提高我们车辆的自动驾驶性能。他们将在指定区域操作车辆进行数据收集，并提供关于如何改善数据收集过程的反馈。据我们所知，这些工作是在过去一个星期内添加的。现在的问题是，特斯拉是否会真的将原型自动出租车投放到公共领域进行测试。我想有些人会觉得特斯拉不会在8月揭幕前将原型自动出租车投放到街道上进行测试。另一部分人意识到他们已经发布了其他只是普通车辆操作员的工作列表。此外，特斯拉还在招聘八ASS测试专家，因此原型区分绝对值得注意。正如我们在Cybertruck中看到的，特斯拉不能简单地将sexy系列的硬件转移到这些设计不同的新车辆上，并期望一切顺利。他们需要使用新的摄像机设置收集新数据，因此目前这些工作列表的具体内容还不清楚，但仍然令人兴奋。

Cruz just said they plan to resume manual driving to create maps and gather road information in select cities starting in Phoenix this will help inform where they ultimately resume driverless operations they also said because no two cities are the same we plan to conduct this manual and supervise driving in multiple cities this is not great news for Cruz if you remember Cruz actually launched in Phoenix back in 2022 so with this it's effectively like they're starting over from ground zero it's also perplexing why they wouldn't just say they eventually plan to go driverless again in Phoenix why would they map that entire city if that's not part of their plan

克鲁兹刚刚表示，他们计划恢复手动驾驶，以在几个城市创建地图并收集道路信息，从菲尼克斯开始。这将有助于确定他们最终何时恢复无人驾驶运营。他们还表示，由于每个城市都不同，我们计划在多个城市进行手动和监督驾驶。如果你还记得，克鲁兹实际上于2022年在菲尼克斯推出，所以这实际上就像他们从零开始。此外，令人困惑的是，为什么他们不直接说他们最终计划再次在菲尼克斯实现无人驾驶呢？如果这不是他们的计划的一部分，为什么要绘制整个城市的地图呢？

Lucid announced their key one results they produced 1.7000 and delivered at 1.9000 during the period it's not by much but this was Lucid's highest delivery quarter ever the expectation for the quarter was about 1.7000 it is however a different case on the production side as the expectation was 2.1 000 units produced remember Lucid did cut prices by up to 10% back in February

Lucid宣布了他们的关键一季度成绩，他们生产了1.7000辆车，并在该时期交付了1.9000辆车，虽然略微超过了预期，但这是Lucid有史以来交付量最高的季度。预期该季度的生产量约为1.7000辆，但实际上生产量为2.1 000辆。请记住，Lucid在二月份曾将价格降低了最多10%。

we all know this to be true but it's great to hear rohan said every tesla leader has gotten emails from elon with solely a forward of an ex post that has a good suggestion from one of us if for some reason you needed it this is official confirmation that tesla's leadership team is actively looking for good feedback

我们都知道这是真实的，但很高兴听到罗汉说，每位特斯拉领导者都收到过埃隆的邮件，只包含一个好建议的截图。如果出于某种原因需要，这是官方确认，特斯拉的领导团队积极寻求良好的反馈。

over on x the hummer ev2 which was supposed to be the base entry model has effectively been canceled for now i'd say this is a rumor but they're saying there will be no two model the entry level one for the 2025 model year byd is planning to launch the second generation of its blade battery later this year potentially as soon as august they're touting energy density of 190 watt hours per kilogram which would be up from the current 150 watt hours per kilogram roughly a 27 percent improvement they're also saying it'll have a smaller size and a lighter weight and it will reduce the power consumption

在X上，传闻久等的悍马EV2——本应该是基础入门款型号——目前实际上已经被取消了。我想说这只是一个谣言，但他们却声称2025年该款入门级车型将不再推出。比亚迪计划在今年晚些时候推出其Blade电池的第二代，有可能是在八月份。他们吹嘘其能量密度为每公斤190瓦时，比目前的每公斤150瓦时提高了约27％。他们还声称该电池将具有更小的尺寸和更轻的重量，并将减少能量消耗。

we know some model wise have come off the production line at giga Berlin with the first generation of the blade battery so we'll see if tesla adopts gen 2 the financial times has said that port and car industry execs are saying there's been a pile up of chinese evs that are effectively turning these european ports into car parks car makers in general are struggling to order trucks because of the lack of drivers and equipment to move the vehicles on the word is all major car ports were struggling with congestion industry execs are saying chinese car makers were not selling their vehicles in europe as fast as they expected some chinese brand evs had been sitting in european ports for up to 18 months while some ports had asked importers to provide proof of onward transport describing the situation they've said it's chaos for what it's worth china's minister of commerce has said the accusations of overcapacity were groundless many of the chinese groups were building teams in europe from scratch and grappling with real world logistical challenges as newcomers come to the market they've struggled to find hollage companies to prioritize their orders lack of trucks is a very common problem and they said many vehicles had been reserved by tesla any new brand will be facing this issue if you don't have scale if you don't have regular deliveries then you're not the trucking group's largest clients

我们知道吉格工厂已经生产出第一代刀片电池的一些型号，所以我们要看特斯拉是否会采用第二代。《金融时报》报道说，港口和汽车行业高管表示，中国电动汽车在欧洲港口积压，有效地将这些欧洲港口变成了停车场。总的来说，汽车制造商难以订购卡车，因为缺乏司机和设备来移动车辆，导致这种拥堵情况。行业高管表示，中国汽车制造商在欧洲卖车的速度没有他们预期的快，一些中国品牌的电动汽车在欧洲港口停留了高达18个月。一些港口已经要求进口商提供继续运输的证明。描述这种情况时，他们说这是一种混乱。中国商务部长表示，有关产能过剩的指责是无根据的。许多中国集团正在从零开始在欧洲建立团队，并面对真实世界的物流挑战。当新进入市场时，他们很难找到优先处理订单的卡车公司。卡车短缺是一个很常见的问题，他们表示很多车辆已经被特斯拉预定。任何新品牌如果没有规模，没有定期交付，那么都会面临这个问题，因为他们不是卡车公司的最大客户。

rivian has officially shut down production in normal as of april fifth this will last to april thirtieth four line upgrades marylin just decided it will require utilities to allow evs with bidirectional chargers to connect to the distribution grid after new legislation just passed the act also enables the creation of distributed energy resources think vpp once it's signed the public service commission will be required on may first 2025 to put forward new regulations that will allow evs to inject energy into the grid this makes marylin the first state in the nation to adopt such legislation

Rivian公司已经正式关闭了普通生产线，从4月5日开始，将持续到4月30日，进行四线升级。玛丽琳州刚刚决定，在新通过的立法之后，将需要公用事业公司允许带双向充电器的电动汽车连接到配电网。该法案还使得分布式能源资源的创建成为可能，类似虚拟电厂。一旦这项法案签署，公共服务委员会将在2025年5月1日之前被要求提出新的规定，允许电动汽车向电网注入能量。这使得玛丽琳州成为全国首个采纳此类立法的州份。

meanwhile the new vpp legislation which comes into effect later this decade brings maryland on par with the vpp leaders like california texas and massachusetts also from energy storage news they're saying over the past six months the noise that battery storage systems make has become a bit of a concern the director of an energy storage company has said in the last six months noise has exploded as a concern one of our team just toward a dozen customers in europe and every single one brought up concerns about noise and what we're doing to mitigate it one year ago nobody asked the first customers i recall bringing it up we're in australia but now it's a global thing everyone is focusing on it the noise is typically from thermal management specifically the cooling systems and in places like europe where there's higher density of population apparently it can be a bit more of a problem

与此同时，新的VPP法规将在本十年后生效，使马里兰州与加利福尼亚、德克萨斯和马萨诸塞等VPP领导者齐平。另外，据能源储存新闻报道，过去六个月，电池储能系统发出的噪音已经成为一个关注点。一家能源储存公司的总监表示，过去六个月噪音问题已经成为一个突出关注点。我们团队中的一位向欧洲的数十位客户了解了他们的问题，每个客户都提到了关于噪音问题以及我们正在采取的措施。一年前，没有一个客户提到过这个问题；我们身处在澳大利亚，但现在这已经成为一个全球性的问题，每个人都在关注。这些噪音通常来自热管理，尤其是冷却系统，在人口密集的欧洲地区，显然这可能会成为一个更严重的问题。

an appeals court just upheld the epa's decision to give california a waiver to set its own tailpape emissions limits and ev requirements republicans had argued the rules gave california an unconstitutional regulatory power denied to other states the court rejected that argument and said reversing the epa decision would address only injury if auto makers responded by selling fewer evs or by lowering prices of gas powered models and said there was no evidence to support that conclusion thus california still has the right to set its own regulations which is more important than you may think because many other us states just follow what california does

上诉法院刚刚确认了美国环保局给加利福尼亚豁免权，允许其设定自己的尾气排放限制和电动车要求。共和党人曾经认为这些规定给予加利福尼亚一种其他州没有的违宪管理权。法院驳回了这一论点，并表示如果汽车制造商对此作出反应，减少销售电动车或降低燃油车价格，颠倒环保局的决定只会造成伤害。法院认为没有证据支持这一结论。因此，加利福尼亚仍然有权制定自己的规定。这比你想象的更重要，因为许多其他美国州只是跟随加利福尼亚的做法。

tessel stock closed the day at 176 dollars 88 cents up 2.25 percent while the nazdak was up 0.32 percent it was an average volume day for tesla trading about 5 million shares above the average volume the past 30 days hope you guys have a wonderful day please like the video if you did you can find me on x linked below and a huge thank you to all of my patreon supporters you

特斯拉股价收盘于176.88美元，上涨了2.25%，而纳斯达克上涨了0.32%。这是特斯拉交易的一个平均成交量日，约为过去30天的平均成交量的500万股。希望大家有一个美好的一天，请喜欢视频，如果您喜欢的话。你可以在下面找到我的X链接，非常感谢所有支持我的 Patreon 支持者们。