Tesla Overhauls Ad Strategy / The Truth About Price Cuts / Tesla Leads in Affordability ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to many more updated patrons, R.S., Rand L., Brian V., Brett K., and Dave V. Thank you all for choosing to support the channel. Tesla shared a timely reminder for Earth Day today on why they exist to begin with, to accelerate the world's transition to sustainable energy. By at least that metric, they're still doing incredibly well.

欢迎来到《电动化》，我是主持人迪伦·卢米斯，特别感谢最新的赞助者 R.S.、Rand L.、Brian V.、Brett K. 和 Dave V. 谢谢你们选择支持这个频道。特斯拉在今天地球日分享了一条及时的提醒，告诉我们他们为什么存在，就是为了加速世界向可持续能源过渡。至少从这个指标来看，他们仍然表现得非常出色。

Tesla has lowered the price of FSD from $12,000 to $8,000 for the one-time purchase, and on the website right now, enhanced autopilot is no longer an option. Thus, for those out there who have already paid $6,000 for enhanced autopilot to upgrade to full FSD is only $2,000. The new monthly subscription payoff time is down to 6.7 years from 10 years before. At this point, given where Tesla is headed and its desire to be known as an AI company, I wish they would have a specific artificial intelligence line on the income statement, where they could actually include revenue and profits from FSD.

特斯拉已经将全自动驾驶（FSD）的价格从12000美元降低到8000美元一次性购买，目前网站上已经不再提供增强版自动驾驶选项。因此，对于已经支付6000美元购买增强版自动驾驶的人来说，升级到完整的FSD只需要额外支付2000美元。新的月度订阅付款时间已经从之前的10年缩短到了6.7年。在这一点上，考虑到特斯拉现在的发展方向以及其希望被称为人工智能公司，我希望他们在财务报表上设立一个特定的人工智能业务线，从而可以实际地将FSD的收入和利润包含其中。

I don't think we're going to get that granularity, but at this point, it's clear Tesla wants more people to use the system to be aware of the system, and now, as we've talked about, they're ready for all of the incoming data. Unfortunately, getting burned on Tesla price cuts is just the nature of the beast, but for new Cybertruck owners who just paid $12,000 for it and don't even have the feature on the Cybertruck that's definitely less than ideal. J. In Shanghai reported that in China, Tesla vehicles will support the 3D version of Baidu Maps V20, which will be launched to new and old Tesla owners starting in May. Some folks were asking if these were going to be maps that underlie Tesla's FSD in China, but everything I'm finding says that's not the case.

我认为我们不太可能获得这种细致度，但目前很明显特斯拉希望更多的人使用这个系统并意识到这个系统，现在，正如我们所讨论的，他们已经准备好处理所有的数据。不幸的是，在特斯拉降价方面吃亏只是这个行业的特点，但对于刚付了12,000美元购买新Cybertruck的车主来说，他们甚至还没有这个功能，这明显是不理想的。据报道，在中国，特斯拉车辆将支持百度地图V20的3D版本，将于五月份开始面向新老特斯拉车主推出。一些人问这些是否会成为特斯拉在中国FSD系统中的地图，但我所找到的一切都表明不是这样的情况。

It looks like it'll just be a third party map service like Google Maps here in the United States that does work natively in a Tesla. This map's V20 will support 3D lane level navigation on the car side and will be the first time to be carried on Tesla's Chinese vehicles. Tesla also cut the prices on the Model Y, S, and X in the United States for all variants by $2,000 each. We have Elon again mentioning Uber saying and the gas savings are very real, that's why so many Uber drivers use Tesla. Then Elon was asked when will FSD be in China, to which he said it may be possible very soon. Yes, there were two other questions asked, but the main point of the post was when will FSD be in China. In case you're new, may be possible and very soon could mean 2025 or beyond.

在美国，看起来特斯拉将仅仅是使用第三方地图服务，就像谷歌地图一样，可以原生地在特斯拉车辆上使用。这个地图的V20版本将支持车边的3D车道级别导航，并将是首次搭载在特斯拉的中国车辆上。特斯拉还将在美国将Model Y、S和X的所有变种价格削减了每辆2,000美元。Elon再次提到了优步，表示节省汽油的优势是非常真实的，这就是为什么有这么多优步司机使用特斯拉。然后有人问Elon全自动驾驶(FSD)什么时候会进入中国，他说很可能很快就会实现。是的，也有其他两个问题被问到，但帖子的主要重点是FSD什么时候进入中国。如果你是新来的，"很可能"和"很快"可能意味着2025年或更晚。

In China, Tesla also cut prices by about $2,000 for the locally produced Model 3 and Y and for the imported Model S and X. Here's a chart for the China price cuts, the percent change ended up ranging anywhere from 1.7% to 5.7%. There were similar price cuts in Germany and other parts of Europe, along with the ROW, the rest of the world, however so far, Canada has been unaffected. I just want to highlight a line of thinking that I believe is flawed, people like Gary Black and many others are saying Tesla's price cuts in 2023 were negative because they produced a little or no volume growth. While on the surface this is true, the problem is we have no idea what Tesla sales would have been if they had not actually cut prices. I think if we're being intellectually honest, the answer is they would have been even lower. So to argue that price cuts do not lead to any growth in sales volume, I think is flawed thinking.

在中国，特斯拉也为当地生产的Model 3和Y以及进口的Model S和X削减了大约2000美元的价格。以下是中国价格削减的表格，百分比变化范围从1.7%到5.7%不等。德国和欧洲其他地区以及全球其他地区也出现了类似的价格削减，但目前加拿大还未受到影响。我想强调一种我认为是错误的思维方式，像Gary Black和许多其他人都在说特斯拉在2023年的价格削减是负面的，因为他们几乎没有增长。表面上看是这样，但问题在于我们不知道如果他们实际上没有降价，特斯拉的销售额会怎样。我认为如果我们在思想上诚实，答案是会更少。因此，认为价格削减不会导致销售额增长的论点，我认为是错误的思维。

But do not misunderstand me, at this point at least to me it seems abundantly obvious Tesla needs to spend a significant amount of money on a mass educational campaign. It's pretty apparent the next group, the mainstream adopters, are just not sold on EVs and for that group, these price cuts probably will not move the needle. And I'm talking something beyond your traditional advertising because there's a group of people, you could have the most creative ad in the world but it's not going to land on them favorably at all. There's too many people out there right now in the US given the election year that are just thinking EVs are bad. Tesla has also adjusted its online configurator a bit, making it easier to switch between cash, lease and financing. You can toggle on or off the estimated savings but now you can actually customize with specific inputs. I was goofing around with it earlier and I posted on X just share with your friends, you can now get a Model Y for $11.5k. That's if you include the tax credit and 10 years of gas savings. Seriously though, it is nice to allow customers to plug in whatever specific data they want.

但请不要误解我的意思，至少在我看来，特斯拉显然需要在大规模教育宣传活动上花费大量资金。显而易见，下一个群体，主流采用者，对电动汽车并不完全接受，对于这一群体而言，这些价格的下调可能不会起到太大作用。我指的不仅仅是传统广告，因为有一群人，即使你拥有世界上最有创意的广告，他们也不会对其产生积极的印象。目前在美国，由于是选举年，有太多的人认为电动汽车不好。特斯拉也对其在线配置器进行了一些调整，使其更容易在现金、租赁和融资之间切换。您可以关闭或打开预计节省金额，但现在您实际上可以使用具体的数据进行自定义。我之前在那上面闲逛，然后在X上发布，与您的朋友分享，现在你可以以11500美元买到Model Y。如果包括税收优惠和10年的节省燃油费用。不过，让客户能够自定义他们想要的具体数据是很不错的。

The actual price of the Model Y now starts at $4,290. The Model X is $77,990 and the Model S is $72,990. Consumer reports shared some results that $4 out of the $5 least expensive car brands to maintain are actually American. To get these results, they asked members in their 2023 annual surveys to tell them how much they paid out of pocket for their total maintenance, oil changes, etc. and repairs during the previous 12 months. When comparing cumulative costs by brand for years 1 through 5 and 6 through 10, we found that Tesla had the lowest maintenance costs. At the opposite end of the rankings, several German automakers are clustered as the most expensive brands, namely Audi, BMW, Mercedes and Porsche. A consumer reports data analysts said if you're considering a luxury model, it may be wise to purchase one from a domestic brand that may have lower maintenance and repair costs. For example, over 10 years, Mercedes models are more than double the cost to maintain and repair as those from Lincoln. They shared this table with the navy blue showing the cost from years 1 to 5.

目前Model Y的实际价格从$42,900起。Model X为$77,990，Model S为$72,990。消费者报告分享了一些结果，称五个维护成本最低的汽车品牌中有四个是美国品牌。为了得出这些结果，他们在2023年度调查中询问会员们在过去12个月中为总维护、换油等支出以及维修花费了多少钱。当比较品牌在1到5年和6到10年的累计成本时，我们发现特斯拉的维护成本最低。在排行榜的对立面，几家德国汽车制造商被区分为最昂贵的品牌，包括奥迪、宝马、奔驰和保时捷。一位消费者报告的数据分析师表示，如果您考虑购买豪华车型，可能明智的选择是购买来自国内品牌的汽车，这些车的维护和修理成本可能更低。例如，在10年内，奔驰车型的维护和修理费用是林肯的两倍多。他们分享了这张表格，深蓝色显示了1到5年的费用。

The lighter blue is the cost from years 6 to 10 and then the gray at the end is the total 10 year cost. Looking at the latter, Tesla comes in first with a 10 year cost of $4,035 followed by Buick and Toyota both in second at $4,900. Lincoln and Ford then round out the top 5. All the way down at the bottom, you'll find Land Rover with an average 10 year cost of $19,000. It turns out Tesla is also ending this version of the referral program in North America as well as of April 30th. But that does not mean any credits you already have will become void. Elon said just that new credits will not be earned until we launch a future referral program which is a few months away. Hopefully with that new program, if they have closed as options again, most of them will not be sold out most of the time.

较浅蓝色代表了第6至第10年的成本，最后的灰色部分是总计十年的成本。从后者来看，特斯拉的十年成本为4035美元，排名第一，紧随其后的是别克和丰田，均为4900美元并列第二，林肯和福特紧随其后。而在最低端，您会发现路虎的平均十年成本为19000美元。结果显示特斯拉也将在4月30日之前结束北美版的推荐计划。但这并不意味着您已经拥有的积分将失效。埃隆表示，只是新的积分直到几个月后我们启动新的推荐计划才会产生。希望在新的计划中，如果它们再次作为选择，大多数时候都不会全部售完。

As part of Tesla's layoffs, Bloomberg is saying that the entire United States growth content team, a group of about 40 employees has been eliminated. The US team was led by Alex Ingram, so him and Jorge Milburn, who is leading the global team, were both dismissed. Tesla still has a small team of marketing staff in Europe. There were also significant layoffs in Tesla's design studio and staff located in Hawthorne, California. The US version of the content growth team was only established about 4 months ago. Bloomberg did say Elon was pushing for a 20% workforce reduction which could mean eliminating more than 20,000 people. Remember the way Tesla phrased it was that more than 10% are going to be laid off.

作为特斯拉裁员计划的一部分，彭博社报道称，约40名员工组成的美国增长内容团队已被裁减。美国团队由亚历克斯·英格拉姆领导，因此他和领导全球团队的豪尔赫·米尔本都被解雇了。特斯拉在欧洲仍有一个小型的营销团队。特斯拉的设计工作室和位于加利福尼亚霍桑的员工也经历了重大裁员。美国版本的内容增长团队仅在大约4个月前建立。彭博社确实表示，埃隆正在推动裁员20%，这可能意味着裁掉超过20,000人。记住，特斯拉说的是超过10%的员工将被裁减。

Nick Patain said I'm not going to lie, Tesla could have done a better job with their ads, they were all way too generic and just contained recycled B-roll footage. To that, Elon said exactly, the ads were far too generic, could have been any car. Now the billion-dollar question becomes, will Tesla hire out to an ad agency maybe to run their advertising program for them which could provide a lot of value? Or is Tesla now going to take a break advertising altogether at least in the US market? Even though my expectations for tomorrow when it comes to getting answers for all of the uncertainty at Tesla right now are in the basement, tomorrow still cannot come soon enough.

尼克·帕坦说，我不会撒谎，特斯拉在广告方面可以做得更好，它们都太过通用，只包含了被重复利用的素材镜头。对此，埃隆说，广告确实太过通用，可能是任何车的广告。现在价值高达十亿美元的问题是，特斯拉会不会外包给广告代理公司来运营他们的广告计划，这可能会提供很大的价值？或者特斯拉现在是否会彻底停止在美国市场的广告活动？尽管对于明天获得特斯拉目前所有不确定性答案的期望已经跌至谷底，但明天仍迫不及待地要到来。

Less than two weeks after Tesla's FSD12.3.4 rolled out, now we're getting 12.3.5 rolling out to employees and most likely actual customers in the next few days. Replying to Sawyer with that news, Elon said 12.4 is a big release, should arguably be 13. So perhaps this will be the dot release that has actually smart summon and the ability to reverse. Elon did not give any indication on a timeline for this one but if I had to guess I would say sometime in the summer, maybe June or July based on the recent pace of the rollout. Along those lines, charity trades on X said Elon and Tesla can see up to six months ahead of what the public has access to. This was something James Down was talking about in a chat with Dave Lee. To that, Elon said James is largely correct. We know roughly what the car will do in three to six months. When a more advanced AI model is trained, it'll have several breakthroughs but also dozens of bugs where it performs much worse. Takes a few months to fix those bugs and complete safety tests. Naturally, we're now all going to be on a potential breakthrough watch for this 12.4 version which maybe should be the version 13.

不到两周之后，特斯拉的FSD12.3.4发布了，现在我们将有12.3.5版本在接下来的几天内推出给员工，很可能是实际的客户。回复Sawyer这个消息，埃隆说12.4是一个重要的更新，可以说应该是13。因此，这可能会是具有智能召唤和倒车功能的点式更新。埃隆没有给出任何此版本的时间表，但如果我要猜的话，我会说可能在夏季某个时候，也许是六月或七月，根据最近的推出速度。在慈善交易方面，X称埃隆和特斯拉可以提前看到公众无法访问的时长达六个月。这正是詹姆斯·唐在与戴夫·李聊天时谈到的事情。埃隆对此表示詹姆斯在很大程度上是正确的。我们大概知道汽车会在三到六个月内做些什么。当一个更先进的AI模型被训练好后，它将有几个突破，但也会有数十个表现不佳的bug。需要几个月来修复这些bug并完成安全测试。自然地，我们现在都将密切关注这个12.4版本是否有突破，也许应该成为13版本。

I'll share a bit more detail about my experience with 12.3.4 later this week but for now I will just say it has not been very good. And yes, Tesla was vacuuming up the shavings. On X, Elon said unfortunately very heavy Tesla obligations required that the visit to India be delayed but I do very much look forward to visiting later this year. A minor silver lining in all of the upheaval lately at Tesla has been that now at least publicly Elon seems to be a bit more committed to Tesla. Don't get it twisted. I am not saying Elon has not been committed prior to all of this. I just happen to like when Elon talks a lot more about Tesla.

我会在本周晚些时候分享一些关于我在12.3.4上的经历的细节，但是现在我只想说这并不算是很好的经历。是的，特斯拉正在清理铁屑。在X上，埃隆说不幸的是，特斯拉的重大义务要求推迟访问印度，但我非常期待今年晚些时候再访印度。最近特斯拉混乱局势中的一个小的正面方面是，现在至少公开看起来埃隆似乎对特斯拉更加执着。不要误解。我并不是在说埃隆在此之前没有执着过。我只是碰巧喜欢埃隆更多地谈论特斯拉。

On X, Elon also said that a native X app with integration directly into Tesla vehicles is coming soon. This does now open the door for speculation about Groc integration with our Tesla vehicles potentially for voice commands, the ability to listen to spaces, but time will tell what type of integration this app will have. In Thailand, Tesla now has a limited offer of special interest rate financing starting at 2.49%. There's a report out there from Korea economic TV that saying Tesla has ordered electrodes worth 6 trillion won which is about $4.3 billion from LG energy solutions. However, I am proceeding very cautiously with this one because the second line says it is presumed that Tesla has begun producing its own batteries as it requested electrodes processed from raw materials rather than finished battery cells.

在X上，埃隆还表示，一个原生的X应用程序将很快直接集成到特斯拉车辆中。这现在引发了关于Groc与我们特斯拉车辆潜在整合的猜测，可能包括语音指令和收听空间的能力，但时间将告诉我们这个应用程序将具有什么样的整合。 在泰国，特斯拉现在推出了特别利率融资优惠，起价2.49％。韩国经济电视台有一份报告称，特斯拉已向LG能源解决方案订购了价值6万亿韩元（约合43亿美元）的电极。然而，我对此事非常谨慎，因为报告中第二行提到了，据推测，特斯拉已开始生产自己的电池，因为它要求电极加工自原材料而非成品电池单元。

It's definitely not presumed Tesla is absolutely already making 4680 cells. To further diminish the reliability of this source later in the article they said Tesla declared it would develop its own batteries through an innovative process, but it's already passed the 2023 target date for mass production. Maybe something was lost in translation. Maybe they're playing a semantics game here with mass production. Either way, be careful with this one. For what it's worth, they said detailed discussions are currently underway and a contract is expected to be signed in the second half of the year. Supply will begin next year and is estimated to last 6-7 years.

这篇文章绝对不能认为特斯拉已经在生产4680电池。为了进一步降低该消息来源的可靠性，文章后面又说特斯拉宣布将通过创新的工艺开发自己的电池，但已经超过了2023年的量产目标日期。也许在翻译过程中有些失误。也许他们在玩量产的语义游戏。不管怎样，对这一点要小心。值得一提的是，他们说目前正在进行详细讨论，预计将在下半年签订合同。供应将从明年开始，预计将持续6-7年。

If this turns out to be true, they're saying its estimated Tesla would use these electrodes in roughly 1.35 million EVs based on the cathode materials. But again, throughout the duration of the article they don't really specify cathodes vs anodes, they just say the blanket electrodes. The last time we got an update, we were told that Tesla is actually using DBE, the dry battery electrode process, for the anodes, but they were still trying to crack the code for the cathodes. It was reported that Anthony Thurston, the senior manager of cathode materials and manufacturing at Tesla, who was reporting to Drew Baglino, has been let go. It'd be great to have some more clarity on this one given that $4.3 billion is a massive order. What percentage of it is anodes? What percent is cathodes? Is it definitely for 4680 production?

如果这事情是真的，他们说特斯拉预计大约会在约135万辆电动车中使用这些电极，基于阴极材料。但是，在整个文章中他们并没有明确规定阴极和阳极，他们只是说普遍的电极。上一次更新时，我们被告知特斯拉实际上正在使用干电池电极（DBE）工艺来生产阳极，但他们仍在努力破解阴极的密码。据报道，特斯拉的阴极材料和制造高级经理Anthony Thurston已被解雇，他向Drew Baglino汇报。考虑到43亿美元的巨额订单，更清晰地了解这一点将是很重要的。其中有多少是阳极？有多少是阴极？这肯定是为了4680生产吗？

Does this mean Tesla has lost a bit of confidence when it comes to solving for DBE on the cathode side? With everything going on at Tesla right now, I doubt we get a question tomorrow about Tesla's cathode facility in Austin, but it would be nice if we did. But hey, who knows, maybe now with Drew gone, Elon will let another engineer on the 4680 team step up and take the stage. Honda is planning to build EVs and their parts in Ontario with some financial support from the government. They'll build batteries, process the cathode materials needed for the batteries, and also assemble the EVs. The Ontario premier said this deal could be worth double what VW has earmarked for a factory in Canada, which was about $5 billion, meaning this one could be worth up to $10 billion.

这是否意味着特斯拉在解决阴极侧的DBE时失去了一些信心？目前特斯拉身处的情况，我怀疑明天我们是否会被问及特斯拉在奥斯汀的阴极设施，但如果有的话那将是一件好事。但是，谁知道呢，也许现在德鲁离开后，埃隆会让4680团队的另一位工程师站出来接管舞台。本田计划在安大略省建造电动汽车及其零部件，政府会提供一些资金支持。他们将制造电池、加工电池所需的阴极材料，还将组装电动汽车。安大略省省长表示，这项交易的价值可能是大众汽车在加拿大建厂所投资的两倍，大约是50亿美元，这意味着这项交易可能价值高达100亿美元。

The VW factory in Tennessee has voted and they overwhelmingly decided to unionize with the UAW. This marks the UAW's first successful organizing drive of an automaker outside the big three. They're still officially awaiting certification of the votes, but if no objections are filed, which is the expectation the result will be certified. Going forward, VW will be required to bargain in good faith with the union. The UAW failed to unionize this plant twice in the past once in 2014 and again in 2019. Since KIA is not making the EV9 in the United States yet, they're now going to offer customers a $7,500 incentive to make up for that fact. Thus, the KIA EV9 now starts at $48,7,000.

田纳西州的大众汽车工厂已经表决，他们以压倒性优势决定与美国汽车工人联合会进行工会组织。这标志着美国汽车工人联合会首次成功组织了一家三大车企以外的汽车制造商。他们仍在正式等待投票结果的认证，但如果没有提出异议，根据预期结果将会被认证。未来，大众将被要求与工会诚信进行谈判。美国汽车工人联合会过去两次未能在这家工厂组成工会，分别是2014年和2019年。由于现在起亚尚未在美国生产EV9，他们现在将向客户提供7500美元的奖励来弥补这一事实。因此，起亚EV9现在的起步价为48.7万美元。

Ailik's partners ran a survey of 9,000 respondents from March 28th to April 10th, including 2,000 people in the US. The result, 58% of buyers in the US who were very or moderately likely to make an EV their next purchase, were aware of Chinese brands like BYD Leitmotor Neo and Hoson. There's still major hurdles for Chinese EVs to make it to the United States, but seems like the awareness may be higher than some would expect.

艾利克的合作伙伴们从3月28日到4月10日对9000名受访者进行了调查，其中包括2000名美国人。结果显示，58%的美国买家非常或适度有可能将电动汽车作为下一次购买，他们对比亚迪、雷途电动车和豪顿等中国品牌有所了解。中国电动汽车要进入美国市场还面临重重障碍，但似乎认知度可能比一些人预期的要高。

I have very high confidence in the long-term value of Tesla. I see a path to a 10x, or a 5x increase in the value of the company, maybe a 10x. Where things go along the way, the trials and tribulations and the mood of the markets, you won't cannot predict. Replaying to that over the weekend, Elon said a lot of work to achieve that, but yes, for whatever it's worth to you, despite all of the chaos, Elon still sees the vision. Tesla stock closed the day at $142.05 down 3.4% while the Nasdaq was up 1.11%.

我对特斯拉的长期价值非常有信心。我看到公司价值可能增长10倍，甚至可能增长5倍，或者10倍。沿途会遇到很多挑战和市场情绪，你无法预测。周末回答问题时，埃隆表示要付出很多努力才能实现这一目标，但尽管一切混乱，埃隆仍然看到了未来愿景。特斯拉股票收盘价为142.05美元，下跌了3.4%，而纳斯达克指数上涨了1.11%。

Ahead of earnings, it was a bit higher volume day for Tesla, trading about 13 million shares above the average volume the past 30 days. I was aiming for a shorter video today given everybody's mental focus on tomorrow, and remember no video for me tomorrow on Tuesday for Tesla's earnings. I like to take everything in, think about it, and then I'll get back to you with my thoughts on Wednesday.

在收益报告发布之前，特斯拉的交易量略有增加，大约比过去30天的平均交易量多1300万股。我今天打算制作一个较短的视频，考虑到大家对明天的心理关注，记住周二对于特斯拉的收益报告我不会发布视频。我喜欢先消化一切，思考一下，然后在周三回来跟大家分享我的想法。

If you've been following along, you should already be prepared for the worst tomorrow, and in the weeks ahead, we've talked at length about how this will be a tough year for Tesla. Hope you guys have a wonderful day, and you can find a way to enjoy the day tomorrow, and the call no matter what the results actually are. 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.

如果你一直在关注，你应该已经做好准备，明天可能会发生最糟糕的情况，未来几周我们已经讨论过特斯拉今年将会是艰难的一年。希望你们有美好的一天，无论结果如何，希望你们能找到享受明天的方式。如果你喜欢这个视频，请点赞，你可以在下面的链接找到我，非常感谢我的所有 Patreon 支持者。