This Can't Be Real / Ex-Tesla Employees Speak Out / Tesla Can Do Better With This ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patron, Tiger Bee. Thank you for choosing to support the channel. On yesterday, just want you guys to know there is a lot going on behind the scenes of Electrified. Most of it is really good, some of it's not so great, but the latter is mostly minor.

欢迎来到《电气化》，我是主持人迪伦·卢米斯，快速致谢我的最新赞助人，虎蜂。谢谢您选择支持本频道。昨天，我只是想告诉大家，《电气化》幕后有很多事情在发生。大部分都很好，有些可能不太好，但后者大多只是小问题。

Just know that over the summer and into the fall, I'll finally be able to talk about some of these things that I've been working on, and no worries, it will only enhance what's going on here at Electrified. And it's a smaller project, but I'll also be able to give a quick update on what happened to the store.

只要知道在夏季和秋季，我终于能够谈论一些我一直在努力的项目，不用担心，这将使Electrified变得更加精彩。另外，虽然是一个小项目，但我也将能够快速更新商店的最新情况。

It was live for like two days, and then a bunch of things happened, and it's all being revamped, so update on that also coming soon. So I appreciate everyone's patience as I work to make the Electrified experience even better in the months and years ahead. Last thing, I will be out of town for a portion of next week, so expect videos from me on Monday and Tuesday only.

直译：它已经直播了大约两天，然后发生了一堆事情，现在正在全面改进，所以关于这方面的更新也很快就会到来。我感谢大家的耐心等待，我会努力让电气化体验在未来的几个月和几年内变得更好。最后一件事，下周的一部分时间我会离开城市，所以请只在星期一和星期二期待我的视频。 通俗译法：它地直播时间只有两天，然后发生了一堆事情，现在正在全面改进中，所以关于这方面的更新也会很快公布。感谢大家的耐心等待，我会努力让未来的电气化体验更加出色。最后，下周我会在外地一段时间，所以只在星期一和星期二有我的视频更新。

Then hopefully, I should be back the following week, either Monday or Tuesday, depending on travel. Some of you may remember, back in 2022, there was an Indian company using the Tesla brand name, at the time Tesla filed a cease and desist, but two years later, and that didn't get the job done. Now, Tesla has sued that same company. It's an Indian battery maker, and they're using the name Tesla Power.

希望我应该在接下来的一周回来，可能是星期一或星期二，这取决于旅行安排。你们中的一些人可能还记得，2022年，有一家印度公司使用了特斯拉品牌名称，当时特斯拉提出了停止使用的要求，但两年后，这并没有起到作用。现在，特斯拉已经起诉了同一家公司。这是一家印度电池制造商，他们正在使用特斯拉动力的名称。

That company is arguing its main business is to make lead acid batteries, and it has no intention of making EVs. This case will next be heard on May 22nd. In 2021, Tesla did a recall of about 135,000 model SNX vehicles for a media control unit failure, where the rear camera would not work on the touch screen. After three years today, NHTSA has finally closed the investigation of that recall. NHTSA said the touchscreen failures posed significant safety issues, including the loss of backup camera images, exterior turn signal lighting, and windshield defogging and defrosting systems that may decrease driver visibility.

该公司主要生产铅酸电池，没有制造电动汽车的意图。此案件将于5月22日再次审理。2021年，特斯拉对大约13.5万辆SNX车型进行了召回，因为媒体控制单元出现故障，导致后置摄像头无法在触摸屏上工作。经过三年的时间，今天NHTSA终于结束了对该次召回的调查。NHTSA表示触摸屏故障存在严重的安全问题，包括丢失后备摄像头图像、外部转向信号灯和风挡除雾和除霜系统可能降低驾驶员的能见度。

NHTSA said today the MCU has a finite lifespan and believes that a five or six year life expectancy for a component integral to providing the driver with safety functions is insufficient. Tesla said all units will inevitably fail given the memory device's finite storage capacity. As of February, Tesla said 104,000 of the 135,000 recalled have already been repaired.

国家公路交通安全管理局今天表示，控制单元(MCU)具有有限的使用寿命，并认为对于一个关键的组件来说，为驾驶员提供安全功能，五到六年的寿命预期是不足够的。特斯拉表示，由于存储设备的有限容量，所有的单元最终都会出现故障。截至2月，特斯拉表示，已经有13.5万辆汽车中的10.4万辆已经完成了召回维修。

The Treasury Department has decided to give automakers additional flexibility on battery mineral requirements for EV tax credits on some crucial trace minerals from China, like graphite. The department said it would give automakers until 2027 to remove some hard to trace minerals like graphite contained in anode materials and critical minerals contained in electrolyte salts, binders, and additives.

财政部决定给予汽车制造商在电动车税收抵免中对来自中国的一些关键微量矿物例如石墨的要求更多的灵活性。财政部表示，将允许汽车制造商在2027年之前删除一些难以追踪的矿物，例如阳极材料中含有的石墨和电解质盐、粘合剂和添加剂中所含的关键矿物。

Thus, the Treasury has temporarily, for the next two years, exempted graphite and other trace critical minerals from the FEOC rules. Those foreign entity of concern rules for the battery components actually kicked in earlier this year. Then in 2025, the critical mineral requirements are supposed to begin as well. The Treasury has said the materials being exempt only account for less than 2% of the value of battery critical minerals.

因此，财政部暂时免除了石墨和其他微量关键矿产品种在未来两年内免受外企关切规则的约束。电池组件的外企关切规则实际上在今年早些时候就开始生效了。然后在2025年，关键矿产的要求也应该开始执行。财政部表示，被豁免的材料仅占电池关键矿产价值的不到2%。

So yes, automakers will be exempt for the next two years for some of these materials like graphite that are much harder to trace, but only if they lay out plans for how they will comply with these by 2027. So far in 2024, more than 100,000 credits, the EV tax credit, have been used at point of sale, representing more than $700 million in upfront savings. Basically, the Treasury has recognized that most automakers are going to need more time to comply with these requirements because, if not, then most of these vehicles will not qualify at all.

因此，是的，汽车制造商在接下来的两年中将免除一些材料（如石墨）的追溯责任，但前提是他们要制定符合2027年要求的计划。截至2024年，已经有超过10万个电动汽车税收抵免额度被用于销售点，带来了超过7亿美元的直接节省。基本上，财政部认识到大多数汽车制造商需要更多时间来满足这些要求，因为如果不这样做，那么大多数车辆将完全不符合资格。

As it stands now, the regulations have only about 20% of EVs available qualifying for the credits. The problem here is this ruling will most definitely be challenged in public and potentially in the courts. Joe Manchin has already come out saying these final regulations are outrageous and illegal, effectively endorsing made in China. Given the less than 2% stat we just mentioned, that seems a little aggressive. The word is he plans to lead a charge to overturn this ruling and will use a lawsuit if necessary. Republicans have already introduced a bill that would eliminate the credits entirely.

目前，规定只有大约20%的电动车符合获得积分的资格。问题在于这一规定肯定会在公众中以及可能在法庭上受到挑战。乔·曼钦已经公开表示，这些最终规定荒谬且非法，实际上是在支持中国制造。考虑到我们刚提到的不到2%的数据，这似乎有些激进。有消息称他计划领导一场推翻这一规定的运动，并在必要时使用诉讼。共和党人已经提出了一项法案，将彻底取消这些积分。

Now from everything I'm reading, I think that would be pretty tough to do, but certainly something to watch. According to the Treasury, the main thrust behind this exemption determined it was impractical to require automakers to trace graphite in several electrode powders back to their origins given the complexity of the supply chains. As it stands now, this exemption would expire at the end of 2026.

根据我所了解的一切，我认为这是相当困难的事情，但肯定值得关注。根据财政部的说法，推动该豁免授予资格的主要原因是，要求汽车制造商追溯几种电极粉末中的石墨的来源是不切实际的，鉴于供应链的复杂性。目前，这项豁免将于2026年底到期。

We've known the rule allows automakers to source minerals from the 20 or so countries that the US has free trade agreements with, but it also extends eligibility to countries that have signed a narrower critical minerals FTA. We also learned the US continues to hold talks for critical mineral agreements with the EU, the UK and Norway. As it stands now, the IRS will launch an upfront review process for automakers to submit documentation to certify their vehicles will meet all the requirements. The Treasury said today that review process will begin this summer. For Tesla, the main question becomes, will this exemption change anything for the Model 3's eligibility for the tax credits? At this point though, it's all speculation there really is no way to know for sure without insider information, although this exemption definitely would move closer to that direction. I've said it before though, assuming these tax credits last until past 2030 as it's written now, I think Tesla's best chance of having the Model 3 vehicles qualify from a long-term perspective is the Panasonic factory in Kansas that will mainly supply Tesla.

我们已经知道规定允许汽车制造商从与美国签订自由贸易协议的20个左右国家采购矿物，但它也将资格扩展到与签署了更窄的关键矿产自由贸易协定的国家。我们还了解到美国继续与欧盟、英国和挪威就关键矿产协议进行谈判。目前，美国国税局将启动一个预先审查过程，要求汽车制造商提交文件以证明他们的车辆将符合所有要求。财政部今天表示，这个审查过程将于今年夏天开始。对于特斯拉来说，主要问题是，这种豁免会改变Model 3获得税收抵免的资格吗？不过，到目前为止，这些都只是揣测，没有内部信息，真的无法确定。尽管如此，这项豁免确实将朝着那个方向迈进。不过我前面已经说过，假设这些税收抵免一直持续到2030年以后，按目前的规定编写，我认为特斯拉从长期角度来看，Model 3车型获得资格的最佳机会是位于堪萨斯的松下工厂，这家工厂将主要为特斯拉供应产品。.

When it comes to that factory, the last update we got was that production is expected to begin in early 2025. The last we heard Tesla's Model 3 long range in the United States is using 2170 cells from LG that are imported from South Korea, then the standard range variant is using CATL's LFP cells. The DOE did put out this press release today saying they clarified how they defined an FEOC. Essentially, the takeaway is China, North Korea, Iran, and Russia. So for 2024, for Tesla's Model 3, the question is which battery components in these battery packs from LG and CATL are causing the problems and thus the reason they don't qualify. And then beginning in 2025, the requirements get harder because the critical mineral requirements then kick in, although we do now have this exemption for 2025 and 2026 for graphite and some other hard-to-trace minerals. This exemption does provide a bit of hope for Tesla and others, but when it comes to the Model 3 re-qualifying, most of my eggs are still in that Panasonic factory basket for early next year.

说到那家工厂，我们得到的最新消息是生产预计将于2025年初开始。我们最后听说的是特斯拉在美国生产的Model 3长续航版正在使用从韩国进口的LG2170电池单体，而标准续航版正在使用CATL的LFP电池单体。美国能源部今天发布了一份新闻稿，澄清了他们对FEOC的定义。基本意思是中国、朝鲜、伊朗和俄罗斯。因此，在2024年，对于特斯拉的Model 3来说，问题是LG和CATL电池包中的哪些电池组件导致了问题，从而导致它们不符合资格。然后从2025年开始，要求变得更加严格，因为这时将会启动对关键矿物的要求，尽管现在对2025年和2026年的石墨和一些其他难以追踪矿物提供了豁免。这个豁免为特斯拉和其他公司提供了一丝希望，但在Model 3重新符合资格方面，我大部分的期望仍然寄托在那家松下工厂，希望在明年初能实现。

Fun fact about me, I oftentimes enjoy researching a new product purchase more than the actual act of buying the thing itself, so when it came to floor mats for our new Model Y, I spent an inordinate amount of time doing my homework. My must-have list was as follows. The mats had to be easy to put in and take out, I didn't want to fuss with clips or anything weird. I wanted them to have no movement at all when in place, I was looking for a perfect fit and full coverage as we live in a snowy and rainy climate, and they needed to be really easy to clean. I like maintaining things well, so after all kinds of research, I ended up pulling the trigger on 3D mats. Now, full disclosure, they do sponsor the channel, but in this case, I was actually reaching out to companies that I was interested in. So here's how they really look after about one month of use with zero cleaning. 3D mats has excellent coverage for every part of your Tesla. In the trunk, they have everything covered, including the sub-trunk, each different side, and that hidden space back here, plus the back of the second row seats, which is great. Taking them out and putting them in is a breeze. Not only that, but whatever material they're using here on the underside keeps them in place incredibly well, it feels like magic. And there are of course many different ways to clean these, but if you wanted to keep them in the car, you can actually just take some warm water, dish soap, and do a quick scrub, wipe it off with a rag, and boom. In seconds, they're nearly like new again. And I'll repeat, this dirt has been sitting here for over a month, continually getting ground into these mats. In my experience, so far, they're durable, water resistant, designed for all weather conditions, they're safe for children in pets, they're made with non-toxic materials, and something I think goes overlooked in the floor mat world, these ones are indeed odorless. Ashley and I both really do love these 3D mats so far, we think they're affordable, and if you use my link in the description below, you can get an extra discount as well. Shout out to 3D mats for sponsoring this video, and thanks to all of you for considering supporting the channel in this way.

有关我个人的有趣事实是，我经常更喜欢研究新产品购买，而不只是实际购买产品本身，所以当我需要为我们的新Model Y购买地垫时，我花费了很多时间做功课。我的必备清单如下。地垫必须容易放入和取出，我不想费力用卡扣或其他奇怪的东西。我希望在安装时完全不移动，我想要完美的适合和全覆盖，因为我们住在雪天和雨天的气候，它们需要容易清洁。我喜欢保养好物品，因此经过各种研究，我最终选择了3D地垫。现在，完全透明，他们确实赞助了这个频道，但在这种情况下，我实际上是在联系我感兴趣的公司。以下是它们在使用了大约一个月并且没有清洁的情况下的真实效果。3D地垫为您的特斯拉的每个部分提供了出色的覆盖。在行李箱里，它们覆盖了一切，包括次级行李箱、每个不同的侧面以及这里的隐藏空间，还有第二排座椅的后面，这非常棒。取出和放入都非常容易。不仅如此，它们在底部使用的材料让它们非常牢固地固定在那里，感觉就像魔法一样。当然，有许多不同的清洁方法，但如果您想要将它们留在车内，您实际上可以用温水、洗洁精做一次快速擦洗，用抹布擦干净，然后就完成了。几秒钟后，它们几乎又像新的一样。我要重复一下，这些灰尘已经在这里停留了一个多月，持续地被磨进这些地垫里。在我迄今的经验中，它们耐用、防水，适用于各种天气条件，对儿童和宠物安全，采用无毒材料制成，还有一个在地垫世界中可能被忽视的因素，这些地垫的确是无味的。至今，阿什利和我真的很喜欢这些3D地垫，我们认为它们价格实惠，如果您在描述中使用我的链接，还可以获得额外的折扣。感谢3D地垫赞助这个视频，也感谢您们考虑以这种方式支持这个频道。

Tesla Malaysia has opened its first two V4 supercharging locations for a total of eight V4 dispensers and two destination chargers. The peak rates, however, are still limited to 250 kilowatts, meaning no V4 cabinets yet. Tesla now has 10 supercharging locations and 11 destination charger locations in Malaysia. Looking at the order page for the Model Y, if you scroll down for the long range variant, you'll now see the quick silver paint option for $2,000. It's also available on the performance variant, but not for the rear wheel drive as of now. For the Model Y, the black paint color is down to $1,500 from 2000 before.

特斯拉马来西亚开设了首批两个V4超级充电站，总共有八个V4充电器和两个目的地充电器。然而，峰值速率仍限制在250千瓦，意味着暂时没有V4电柜。特斯拉目前在马来西亚有10个超级充电站和11个目的地充电器站点。查看Model Y的订单页面，如果您滚动下去查看长续航版本，您将看到价格为2000美元的快银漆选项。这个颜色也适用于性能版本，但目前不适用于后驱车型。对于Model Y，黑色漆的价格从之前的2000美元降至1500美元。

Tesla has begun deliveries of the Model 3 performance in Germany, marking the first vehicle of that variant in Europe. Several thousand units from Giga Shanghai have arrived on the European shores. I stand by what I said that I think we need quarter two sales data from Tesla before we really start to get a feel for how bad the demand picture actually is. For what it's worth, Troy Tesla is saying that quarter two is expected to be even worse than quarter one, both in terms of the percentage and unit decline. This does however feel contrary to the sentiment we heard from Elon and the execs on the Q1 call.

特斯拉已经开始在德国交付Model 3性能版车型，这是该款车型在欧洲的首次交付。来自上海超级工厂的数千辆车已经抵达欧洲海岸。我仍然坚持我之前的看法，认为我们需要特斯拉第二季度的销售数据，才能真正开始了解需求情况到底有多糟糕。不过据特斯拉表示，特斯拉财季二度的情况预计会比财季一度更糟，无论是在百分比还是销量下降方面。不过这似乎与我们在一季度电话会议上听到的埃隆和高管们的情绪不太一样。

Plus, we should have a slight boost from that Q1 inventory that was just not yet delivered. Tesla has a new webpage up. It's vote Tesla dot com with information on how to vote your shares and a message from Robin Denholm. My advice would be if you're having trouble, just reach out to your broker directly because it's going to be slightly different based on where you have your shares. So check your email and if you're not receiving anything over the next few days, then reach out to your broker. Tesla also now has a page live. If you'd like a chance to attend the annual shareholder meeting this year on June 13th, I'll have a link to this page below. They'll determine who can go by a random drawing and the deadline for entry is Monday, May 13th.

此外，我们应该会从第一季度的库存中获得一些轻微的提振，这些库存目前还没有交付。特斯拉有一个新的网页上线了。它是vote Tesla点com，里面有关于如何投票您的股份以及罗宾·丹霍姆的一条信息。我的建议是，如果您遇到困难，直接联系您的经纪人，因为根据您持有的股份所在的不同，操作方式可能会略有不同。因此请检查您的电子邮件，如果接下来几天还没有收到任何信息，那就立即联系您的经纪人。特斯拉现在也有一个页面上线。如果您想有机会参加本年度6月13日的股东大会，我将在下面附上此页面的链接。他们将通过随机抽签确定谁能参加，参加截止日期是5月13日星期一。

From row motion, battery demand in quarter one this year reached 230 gigawatt hours across all end use markets a year over year increase of 20%. Electric vehicle battery demand accounted for 72% of that data. The stationary storage market saw the strongest year over year growth of around 40%. So at least for battery makers, despite the market's doom and gloom sentiment, battery demand marches on some Tesla employees that were just laid off are now giving some comments to different publications, but be careful with all of them. The word is the layoffs included most if not all of the team developing and servicing the Tesla supercharger network.

在行动电池方面，今年第一季度所有终端使用市场的电池需求达到230千兆瓦时，同比增长20%。电动汽车电池需求占该数据的72%。固定储能市场看到了最强劲的同比增长约40%。所以至少对于电池制造商来说，尽管市场情绪低迷，电池需求仍在增长。一些特斯拉员工被裁员，现在给不同的出版物发表评论，但请谨慎对待。消息是裁员包括大多数如果不是全部负责研发和维护特斯拉超级充电站网络的团队。

That latter part has been unclear, but one of these ex employees said what I'm hearing is there are still some guys in the field, but they're going to be pretty over tasked. He also said just two weeks ago, they told us in a meeting that charging is one of the most important things at Tesla. Now this report is from electric, so I hesitate greatly with this one, but an ex employee is saying it's been radio silence from Tesla since the layoffs, including details on whether these employees are getting severance. Now if these reports are true and honestly given the number of people that are laid off, I'm assuming some of them still have a lot of questions on how things will go, it's definitely not a good look for Tesla to do things in this way.

最近部分情况并不清楚，但是其中一名前员工表示，我听到的是现场仍有一些人，但任务可能会很重。他还说，就在两周前，他们在一次会议中告诉我们，在特斯拉，收费是最重要的事情之一。现在这份报告来自于电动汽车，所以我对这一点非常犹豫，但一名前员工表示，自从裁员以来，特斯拉一直保持沉默，包括关于这些员工是否拿到了离职补偿的细节。如果这些报道属实，鉴于裁员的人数，我认为其中一些人仍然有很多疑问，他们将如何应对，特斯拉以这种方式处理事情绝对不是一个好的表现。

Of course long-term the dust will settle and life goes on, but you do want Tesla to be a company that does the right thing. It should come as no surprise, but there are reports that some of these supercharger locations that were planned in Australia are now being cancelled. A business owner that was trying to get these superchargers at his location got a voicemail from somebody at Tesla, saying that the team had been dissolved globally and there will be no more supercharger sites moving forward. There are now many different reports out there of Tesla backing out of certain lease deals, or people not having a point of contact at Tesla anymore, so plenty of sites that were pending are now up in the air.

当然，长远来看，尘埃会落定，生活会继续，但你希望特斯拉是一家做正确事情的公司。毫无疑问，有报道称一些原计划在澳大利亚建立的超级充电站现在被取消了。一个企业主曾试图在他的地点建立这些超级充电站，但收到了来自特斯拉的一位人的语音留言，说团队已经在全球范围内解散，未来不会再有超级充电站。现在有很多报告称特斯拉退出了某些租赁交易，或者人们不再有特斯拉的联络人，因此许多原本即将启动的项目现在都悬而未决。

So we just have to accept that over the next few weeks and months, it's not going to be a smooth transition, but hopefully either at the shareholder meeting or the Robotax event on August 8th, we get a lot more clarity into what Elon is thinking here. Rivian just hired Javier Varella, who used to work at Volvo as COO ahead of the launch of R2. He'll be responsible for Rivian's operations, procurement, manufacturing, and logistics. Green, the only has been looking at some source code in the Tesla spring update, and he's concluded a new Tesla voice assistant is in the works, saying it'll be narrated by the Jenny Natural Voice from Microsoft.

所以我们只能接受，在接下来的几周和几个月里，这个过渡不会顺利，但希望在股东大会或者8月8日的Robotax活动中，我们能更清楚地了解埃隆在想什么。Rivian刚刚聘请了曾在沃尔沃担任首席运营官的哈维尔·瓦雷拉，他将负责Rivian的运营、采购、制造和物流。绿色，他在特斯拉春季更新中查看了一些源代码，并得出结论称特斯拉正在开发一款新的语音助手，声称它将由微软的詹妮自然语音来播报。

But this is still in the early stages of development, although it will have a wake word something like Alexa. It also looks like Amazon Music will be coming to your Tesla, so people will still be waiting for YouTube music. There will be restricted driver profiles, maybe limiting speed or things like that, and Tesla may be getting rid of the driver's seat occupancy sensor, perhaps because they can tell if somebody's in the seat with the cabin camera. You may have seen Jeremy Judkins doing some testing of the Cybertruck front closing, and as you can see, it got his finger pretty good. So yeah, PSA? I would not try that at home.

但是这仍处于早期开发阶段，虽然它将会有类似Alexa的唤醒词。看起来亚马逊音乐将会登陆你的特斯拉，所以人们仍将等待YouTube音乐的到来。可能会设置受限的驾驶员配置文件，可能限制速度或其他类似的东西，而特斯拉可能会取消驾驶员座椅的占座传感器，或许是因为他们可以通过车内摄像头判断座位上是否有人。你可能已经看到Jeremy Judkins测试了Cybertruck前车门的关闭，正如你所见，他的手指被夹伤了。所以，是的，温馨提醒？我不建议在家尝试这样的操作。

A Cybertruck Engineer replied to that, saying, The front pinch detection is a learning algorithm which will increase the closing force each time it's cycled back to back, without successfully latching. Example, if you have a bag in the front that's causing it to not close, but you keep pressing the button, saying you just want it to close, the algorithm assumes you know what you're doing and that it should be closing. So Jeremy also did multiple tests on this sausage, and by the seventh or eighth close, it actually closed right on it.

一位Cybertruck的工程师回答说，前夹紧检测是一个学习算法，每次循环重复关闭但未成功锁定时，它将增加闭合力度。举例来说，如果前面有一个袋子导致无法关闭，但你不停按按钮，表示你只是想让它关闭，算法会认为你知道自己在做什么，并应该关闭。所以Jeremy还对这个香肠做了多次测试，到第七或第八次关闭时，它实际上成功关闭了。

And yes, each time he was moving it around so it wasn't closing on the same weak spot. You may have seen this model wide that had flipped seven times, and the occupants were mostly unharmed and they walked away alive. Just a periodic reminder, when talking to friends or family members about Tesla, I would tend to lead with safety above all of the tech in the fun features. Having some examples like this or the cliff scenario are very strong reasons and incentives for someone to actually consider a Tesla. Plus, I think when it comes to Tesla's advertising, they need to have some of these survivors sharing their testimony about being in a Tesla.

是的，每次他移动车辆时，都会选择不同的位置以避免闭合在同一个薄弱点上。你可能见过这种车型翻车七次，而车上的乘客大多毫发无损，安然走出事故现场。只是一个定期提醒，当和朋友或家人谈论特斯拉时，最好先强调安全，而不是所有科技和有趣功能。像这样的例子或悬崖情况都是让人真正考虑购买特斯拉的强有力理由和激励。此外，我认为在特斯拉的广告中，他们需要邀请一些幸存者分享他们在特斯拉车内的见证。

A quick recap of the horrific accident and then expressing their genuine gratitude for Tesla safety should go a long way in selling more vehicles. Starting this year, Tesla will be able to sell greenhouse gas emission credits in Korea. In Korea, automakers must ensure their fleets stay under these emission requirements and if they don't, they have to pay a fine. Based on those fine amounts, Tesla has so far secured tradable credits effectively worth up to $200 billion or $150 million dollars. However, until now, Tesla has not been able to trade these emission rights. So this should serve as another revenue source for Tesla from the South Korean market.

简要回顾了可怕的事故，然后表达他们对特斯拉安全性的真诚感激，这将有助于增加销量。从今年开始，特斯拉将能够在韩国出售温室气体排放配额。在韩国，汽车制造商必须确保他们的车队保持在这些排放要求以下，如果他们没有做到，就必须缴纳罚款。根据这些罚款金额，特斯拉迄今已经获得了价值高达20亿美元或1.5亿美元的可交易配额。然而，直到现在，特斯拉还没有能够交易这些排放权。因此，这应该成为特斯拉在韩国市场的另一个收入来源。

From that Joe Tettmeyer video, it turns out that was a Tesla Megapack installer day that was held at Giga Austin. The Tesla team shared insights on installation, commissioning, service, controls, safety, and more. I will occasionally poke fun at Wall Street and I think over time if you've been here, the reasons are pretty well documented. Here's another one for you from Adam Jonas and Morgan Stanley. They said on the surface last weekend's China visit was related to the achievement of FSD tech on Chinese roads. But FSD in China, assuming it's actually approved and deployed at any material scale in the PRC at all, is not a long term needle mover in our view. So FSD in the biggest auto market in the world with the most support of EVs potentially with the most tech forward customers is not a needle mover. I'm sorry but that's insane.

根据那个Joe Tettmeyer的视频，原来那是在Giga Austin举办的特斯拉Megapack安装员培训日。特斯拉团队分享了关于安装、调试、服务、控制、安全等方面的见解。我偶尔会开玩笑地挖苦华尔街，如果你一直在这里，我认为你会发现这些原因已经被充分记录下来。这里有另一个来自亚当·乔纳斯和摩根士丹利的消息。他们说，表面上上周末中国的访问与在中国道路上实现FSD技术的目标有关。但在我们看来，FSD在中国，假设它确实被批准并在中国大陆以任何实质性规模部署，不会成为长期影响力。所以在全球最大的汽车市场中，拥有对电动汽车最大支持的、潜在拥有最科技前沿客户的中国，FSD并不能成为一个影响力。对不起，但这太疯狂了。

As part of Tesla's mass layoffs, unfortunately many summer interns that were only a few weeks away from starting their internship at Tesla got emails saying it's not happening. I'd imagine Tesla won't save that much money resending these offers from the interns. It's just unfortunate that these students now have very little time to find new summer plans. Historically Tesla has brought on around 3000 interns each year so it's not clear if they're getting rid of that entire program or just a portion. In case you're interested in tracking the supercharger rollout as it goes from here, supercharge.info may be a good tool to use. Up at the top it'll show you how many are currently under construction in the orange and how many are planned in the blue for USA and the world. I'm guessing that the number four planned will gradually come down in the weeks ahead.

作为特斯拉大规模裁员的一部分，不幸的是，许多暑期实习生离开始在特斯拉实习仅几周的时候就收到了邮件说不会发生了。我想特斯拉重新发送这些实习生的邀约也不会节省多少钱。很不幸，这些学生现在有很少的时间来找新的暑期计划。从历史上看，特斯拉每年招聘大约3000名实习生，所以不清楚他们是要取消整个计划还是只是一部分。如果你对追踪超级充电桩的扩建情况感兴趣，supercharge.info可能是一个很好的工具。在顶部，它会显示目前正在施工中的数量（橙色）以及美国和世界范围内计划中的数量（蓝色）。我猜想计划中的四个数量将逐渐在未来几周递减。

The information is also saying that Elon made Rebecca Tanucci his direct report two weeks before letting her go and that a Tesla exec Mike Snyder now oversees several teams previously under Drew Baglino. Mike Snyder will be a name to know as he will oversee the Tesla Megapack and Tesla Residential Energy, Service, Engineering and Manufacturing teams. Tesla stock closed the day at $181.19 up 0.66% while the Nasdaq was up 1.99%. It was a low volume day for Tesla stock trading about 30 million shares below the average volume the past 30 days and just FYI to actually put those numbers into context. The average volume for the past 30 days is always on the screen right here in the bottom right.

这则信息还提到，埃隆让丽贝卡·塔努奇成为他的直接下属两周后就开除了她，而特斯拉高管迈克·斯奈德现在负责之前由德鲁·巴格利诺管理的几个团队。迈克·斯奈德将是一个需要关注的名字，因为他将负责特斯拉的Megapack和住宅能源、服务、工程和制造团队。特斯拉股价收盘价为181.19美元，上涨了0.66%，而纳斯达克指数上涨了1.99%。这是一个低交易量的特斯拉股票交易日，交易量比过去30天的平均交易量少了约3000万股，这些数据其实应该放在更广阔的背景下来看。过去30天的平均交易量总是显示在这里的屏幕右下角。

Don't forget check out 3D Maths linked below if you're interested even if you don't need them right now you can just save that link for later. Hope you guys have a wonderful and a safe weekend. Please like the video if you did.

如果你感兴趣的话，别忘了查看下面链接的3D数学内容，即使现在不需要，你也可以保存链接以备今后使用。希望大家周末愉快安全。如果你喜欢这个视频，请点赞。

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