Tesla Is Really Going to Do It / Regulators Waking Up / Read Between the Tesla Lines ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up today, good news for you Canadians, the Powerwall 3 is now available to order in Canada. As if learning yesterday that Tesla running adds to encourage shareholders to vote was not enough to prove how important these votes really are, now we have Robin Denholm set to go on a trip around the world to try to encourage people to vote. Robin Denholm and others at the company plan to spend the next several weeks crisscrossing the globe to rally support from shareholders. She met with some investors in New York this week and plans to return in early June. Some big holders are taking a fresh review, not just repeating their 2018 votes.

欢迎来到《电动新闻》，我是主持人迪兰·卢米斯。今天首先要报告的好消息是，加拿大的朋友们可以现在预订Powerwall 3了。就在昨天我们得知特斯拉的广告宣传是为了鼓励股东投票这一重要信息之后，现在罗宾·丹霍姆即将出发周游世界，以鼓励人们参与投票。罗宾·丹霍姆和公司其他成员计划花费接下来几周的时间在全球各地拉拢股东的支持。她本周在纽约会见了一些投资者，并计划在6月初返回。一些大股东正在重新审视问题，不再像2018年那样盲目投票。

The article also said that large asset managers, AKA institutional shareholders, currently hold about 46% of Tesla stock down from around 70% when the first vote took place in 2018. And for that 2018 vote, we can see how the institutional shareholders actually voted. Vanguard was against, BlackRock was 4, but then State Street, Geode, Capital Group, and Norja's Bank were all against. Thus, 5 out of the top 6 largest institutional shareholders in 2018 voted against Elon's compensation package. But as we just heard, some of these asset managers may be changing their vote this time around, hopefully it's not BlackRock.

文章还指出，大型资产管理公司，也就是机构股东，目前持有特斯拉股票约46％，远低于2018年首次投票时的约70％。就2018年的投票而言，我们可以看到这些机构股东实际的投票情况。先锋集团反对，黑石集团持股为4，但州街银行、Geode、资本集团和挪威银行都投反对票。因此，在2018年，排名前6位的最大机构股东中有5家反对伊隆的薪酬计划。但正如我们刚刚听到的，一些资产管理公司这次可能会改变他们的投票，希望其中不包括黑石集团。

They also said retail investors currently hold an estimated 42% of shares of Tesla stock, leaving the remainder for the insiders. I already did a detailed video a few weeks back, diving into the rationale for why I think this vote for Elon's comp plan is actually in jeopardy of not passing. But one thing I hope comes from this trip from Robin Denholm meeting with some of these institutional shareholders is allowing them to actually express their frustrations with the company, and hopefully Robin and whoever else is on this trip can actually provide some clarity and encouragement to these investors on what the future of Tesla could look like. Simple communication, just listening to the investor concerns, addressing them directly, and then painting the picture for the road ahead.

他们还说，零售投资者目前持有特斯拉股票约42％的股份，其余股份为内部持有。我之前做过一个详细的视频几周前，深入分析了为什么我认为埃隆的薪酬计划可能无法通过的原因。但我希望罗宾·德恩霍姆和一些机构投资者会面时能让他们真正表达对公司的 frustrations，并希望罗宾和其他人能为这些投资者提供一些未来特斯拉可能会出现的清晰和鼓励。简单交流，仅仅倾听投资者的关切，直接解决问题，然后描绘未来的路线图。

Remember, for Elon's pay package to be approved, Tesla is going to need a majority of the shares voted. To actually vote yes, and that will exclude both Elon shares and Kimball shares. Contrast that with what's required for Tesla to reincorporate in Texas. For that one, Tesla's going to need a majority of all of the shares outstanding to actually vote yes, which means all of the people that don't vote, those will all effectively be no votes. So at least for Elon's pay package, all of those people that decide not to vote, those will not effectively be counted as knows because they're only looking at the actual voted shares.

请记住，为了批准埃隆的薪酬计划，特斯拉需要获得多数股东的投票。实际上投票赞成的股东不包括埃隆的股份和金博尔的股份。和特斯拉在德克萨斯州重新注册所需的条件形成鲜明对比。对于这一点，特斯拉需要获得全部流通股份的大多数股东实际投票赞成，这意味着所有未投票的人都会被视为反对。因此，至少对于埃隆的薪酬计划，所有那些选择不投票的人，他们的反对意见实际上不会被计算入内，因为他们只看实际投票的股份。

And not only are Robin and a few others going on this trip, but Tesla's board of directors has also hired a strategic advisor to try to win approval for Elon's compensation plan. The advisor is working with an outside law firm. It was actually this advisor in their team that set up the website for vote Tesla and put together all of these promotional materials. Reading the tea leaves here, I see two things. One, Tesla is not confident that they're going to win the votes for Elon's compensation plan or for the reincorporation into Texas, which is why they're going the extra mile with all of these activities.

不仅仅是罗宾和另外几个人要去这次旅行，而且特斯拉的董事会还聘请了一位战略顾问，试图赢得对埃隆薪酬计划的批准。这位顾问正在与一家外部律师事务所合作。实际上，正是他们团队中的这位顾问建立了投票特斯拉网站，并筹备了所有这些宣传材料。从这里可以看出，我看到了两个事情。一，特斯拉不确定他们能赢得对埃隆薪酬计划或重新纳入德克萨斯州的投票，这就是为什么他们要这么费力地开展所有这些活动。

And two, the outcome of these votes are going to have massive implications to the future of Tesla. It's critical to the future of Tesla. So as we've been saying, please vote your shares. Most of you already know where I stand personally, but just in case you're new, I want to say it again, voting against ratifying Elon's 2018 compensation plan, in my opinion, could have catastrophic impacts for Tesla's future. And if those large money managers are not excited already, I would just argue they're not paying attention.

还有，这些投票的结果对特斯拉的未来将产生巨大影响。这对特斯拉的未来至关重要。因此，正如我们一直在说的，请投票支持。大多数人已经知道我个人的立场，但以防万一，我想再次强调，据我看来，反对批准埃隆的2018年薪酬计划可能会对特斯拉的未来造成灾难性影响。如果那些大型资金管理者还没有激动起来，我只能说他们没有在关注。

Elon said, yeah, I'm seeing AI taking off everywhere. By the way, 12.4 goes to internal release this weekend and limited external beta next week, roughly five to 10 X improvement in miles per intervention, verse 12.3 12.5 will be out in late June. We'll also see a major improvement in miles per intervention and is single stack, no more implicit stack on highways. Let's contextualize this. So version 12.3 came out roughly a month ago. So in just 30 days time, we have a five to 10 X improvement in miles per intervention. Let's just say hypothetically, right now user has 10 miles per intervention. Well, with 12.4, that could go to 52 100 miles per intervention.

伊隆说，是的，我看到人工智能在各个领域都开始起飞了。顺便提一句，12.4版将在本周末内部发布，下周会有有限的外部测试版本，每次干预的英里数将大概提高5到10倍，相比12.3版。12.5版将于六月底发布。我们也将看到在每次干预的英里数和单一软件架构上的重大改善，高速公路上不再使用多层次软件架构。让我们来看一下背景情况。所以大约一个月前12.3版发布了。在短短30天内，每次干预的英里数就提高了5到10倍。可以想象，如果用户现在每次干预是10英里，那么用12.4版后，可能就能提高到5200英里每次干预。

And again, that improvement is in 30 days. And now we know Tesla is no longer compute constrained. So this type of progress could continue. That's because Elon did say 12.5, which will roll out roughly another month after 12.4 is also going to see a major improvement in miles per intervention. And yes, I know as well as anybody else that Elon says a lot of things, but this is actually data that can be tracked. So if you extrapolate this rate of improvement over the next 12 to 18 months, that confirms what we said yesterday that Tesla's take rate right now doesn't really matter that much because the rate of improvement could be significant. And also coming with version 12.5 will be FSD for Cybertruck, meaning Cybertruck owners should have FSD sometime toward the end of June.

而且，这种改进在30天内就能实现。现在我们知道特斯拉不再受计算能力限制。因此，这种进步可能会继续。这是因为埃隆曾说过12.5版会在12.4版发布大约一个月后推出，而12.4版也将在每次干预的英里数方面看到重大改善。是的，我知道和其他人一样，埃隆说了很多话，但这实际上是可以跟踪的数据。因此，如果将这种改进速度延伸至未来的12至18个月，那就证实了我们昨天所说的，特斯拉当前的用户接受率并不是那么重要，因为改进的速度可能是显著的。另外，12.5版还会带来Cybertruck的FSD，这意味着Cybertruck车主应该在6月底左右就可以拥有FSD。

And in case you've forgotten, the nag is supposed to go away completely with version 12.4, which could start going out to customers as soon as next week. And the release number after 12.5 hasn't been mentioned publicly. So whether it's 12.6 or 13 doesn't really matter. But that could be the version we're actually on by the time we get to the Robo Taxi unveil event on August 8. Speaking of that, there was a Model 3 Plus spotted without any side mirrors and testing all new camera locations. The car was seen in Palo Alto. As you can see, the car does have a manufacturer's license plate from Texas, which is where Tesla is building the Robo Taxi platform. So these new camera placements could be simulating where Tesla would have cameras on a two door Robo Taxi. And clearly, a Robo Taxi would not need side mirrors because there's no driver in the car that would actually use them.

并且，倘若你忘记了，骚扰信息应该会在12.4版本中完全消失，这个版本可能会在下周开始向客户发布。12.5版本之后的版本号并没有公开提及。所以是12.6还是13并不重要。但是到了8月8日的Robo Taxi发布活动时，可能会是我们实际使用的版本。说到这个，有人在帕洛阿尔托发现了一辆没有侧镜并测试所有新摄像头位置的Model 3 Plus。 你可以看到，这辆车确实有来自德克萨斯州的制造商车牌，那里正是特斯拉正在建设Robo Taxi平台的地方。所以这些新摄像头位置可能在模拟特斯拉两门Robo Taxi上的摄像头位置。显然，Robo Taxi不需要侧镜，因为车里没有司机会使用它们。

On X, Matt Smith said I recently had a talk with a friend who works for an auto OEM. He'd been trying FSD version 12 to do research for work and was really impressed. Without much prompting from me, he told me that their company strategy was just to wait and see what approach works best for solving autonomy and then to implement it more efficiently. I would have said exactly what Matt did. Good luck with that. Seriously though, for the last 15 years, there have been people saying, Oh, anything Tesla does, the rest of the OEMs are just going to do it better, faster and more efficient. Well, 15 years later, and I can't really think of anything that legacy OEMs do better or more efficiently than Tesla.

在X上，马特·史密斯说，我最近和一个在汽车原设备制造商工作的朋友谈过。他一直在尝试FSD第12版来进行工作研究，并对其印象深刻。在我几乎没有鼓动的情况下，他告诉我，他们公司的策略只是等待看哪种方法最有效地解决自主性问题，然后更有效地实施。我会像马特一样说。祝你好运。不过说真的，在过去的15年里，一直有人说，哦，特斯拉做的任何事情，其他原设备制造商都会做得更好，更快，更有效。然而，15年过去了，我真的想不出传统的原设备制造商比特斯拉做得更好或更有效的事情。

So for anyone to think that legacy OEMs are just going to snap their fingers and implement a more efficient version of FSD than Tesla is the height of stupidity. So yes, let's wait and see how good version 12.4 actually is. But I will say the next 12 months could be something very special in the history of Tesla. And it's true, it's a very serendipitous moment for Tesla because all of this FSD excitement is happening right in the trough of Tesla's growth wave when it comes to vehicle sales. But hopefully those more affordable versions are right around the corner. Elon did chime in on Tesla's FSD take rate. He said, I don't comment on everything as sometimes I don't see it and commenting on everything makes it easy to fish for information. The take rate is much higher than 2%. Please. Unfortunately, one of the problems with this comment, we don't know if Elon's talking about Tesla's general FSD take rate or specifically the take rate after these 30 day trials.

因此，任何人认为传统车企只需一挥手就能实现比特斯拉更高效的FSD版本，简直太愚蠢了。所以是的，让我们等着看12.4版本到底有多好。但我要说，未来12个月可能会成为特斯拉历史上非常特别的一段时期。事实上，对特斯拉来说，这是一个非常幸运的时刻，因为所有这些FSD的兴奋都发生在特斯拉车辆销售增长浪潮的低谷时期。但希望更实惠的版本快要到来了。埃隆也评论了特斯拉的FSD接受率。他说，有时候我不评论一切，因为有时候我看不到，并且评论一切会让人轻而易举地搜集信息。接受率远高于2%。不幸的是，在这条评论中的一个问题是，我们不知道埃隆是在谈论特斯拉的总体FSD接受率，还是特指这些30天试用后的接受率。

It is true that the post Elon was replying to was referencing that Yippet survey, which did indeed have to do with the 30 day trials. However, as we talked about yesterday, that Yippet survey seemed very suspect their website was even questionable. So we cast a lot of doubt on that figure to begin with. Now the question is, well, how much higher than 2% is it 10% is it 20% we're still in the dark. The good news is at least for now until we get more official numbers. Hopefully sometime later this year, we can throw that 2% take rate totally out the window. Just in case you want the tea of what happened with Tesla's supercharger team layoffs, basically Rebecca Tanucci had a meeting with Elon where she laid off about 15 to 20% of her team. Elon was not happy with that number. He wanted it to be more so in response, the meeting didn't go well. And ultimately, Elon decided to fire the whole team in the aftermath one construction contractor said Tesla staffers contacting his company since the layoffs don't know a thing.

埃隆回复的帖子确实提到了Yippet调查，这个调查确实涉及到30天试用期。然而，正如我们昨天谈到的，那个Yippet调查似乎非常可疑，甚至他们的网站都有问题。所以我们一开始就对那个数字怀有很多疑问。现在问题是，它比2%高多少？是10%还是20%？我们依然一无所知。好消息是，目前至少直到我们得到更多的官方数据。希望今年晚些时候，我们可以完全不再考虑那2%的接受率。关于特斯拉的超级充电团队裁员的事情，基本上是Rebecca Tanucci和埃隆进行了一次会议，她裁掉了团队中大约15到20%的人员。埃隆对这个数字感到不满意。他想要更多，因此，会议没有进行顺利。最终，埃隆决定解雇整个团队。事后，一家建筑承包商表示，特斯拉的员工自从裁员以来一直在联系他的公司，但并不知情。

Clearly, there's going to be a phase of turmoil and uncertainty for pending supercharger locations and companies that were relying on certain work from Tesla. So hopefully Tesla has not undone a lot of that goodwill that was built up over the years with the Tesla suppliers and utilities and contractors. And hopefully Tesla does right by any of those deals that were already in place. And Elon told us the supercharger network is still going to grow this year, but we're all waiting to hear what Tesla strategy will be for charging Robotaxes because that could be right around the corner.

显然，对于即将建立的超级充电站位置以及那些依赖特斯拉某些工作的公司，将会经历一段动荡和不确定性的阶段。因此，希望特斯拉没有毁掉多年来与特斯拉供应商、公用事业和承包商建立的良好关系。希望特斯拉对已经达成的协议也能遵守承诺。埃隆告诉我们，今年超级充电网仍将继续扩张，但我们都在等待特斯拉为Robotaxes充电制定的策略，因为这可能就在眼前。

As if we needed another sign of where this is all headed, the GM of Baidu's autonomous driving department told a reporter that for the Robotaxe, the shared taxi that Tesla will launch Baidu will use Tesla's specific application models and the pace of entering the Chinese market and will consider possible cooperation opportunities. We've already known that Tesla plans to use maps from Baidu, but this blurb would take us into something a little bit deeper than just that. And yes, Baidu does have its own autonomous suite as summer of last year. Baidu became the first in China to offer driverless airport rides. At the time, Baidu's fully driverless Robotaxe fleet was operating in five cities, including Beijing, Shenzhen, and Wuhan.

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At this point, it's not really clear what a further cooperation between Tesla and Baidu would look like, but something to keep an eye on. Seemingly out of the blue, Elon said optimists will be amazing. So naturally, the question becomes, did he see something specific? Then replying to an article from Electric, Peral Jain Chaim Dinh, saying had a great productive chat with Elon before leaving, I would have stuck around longer if I did not have the itch to chase a specific vision. I don't see any capacity eroding on his front like the article mentions. If it's not clear to you now over everything that's happened the past month or so that Fred and Electric certainly are coming at Tesla from an adversarial point of view, this would just be more proof.

目前，特斯拉和百度之间进一步合作的形式还不太清楚，但这是一个需要密切关注的事情。 看起来，埃隆突然说乐观主义者会很惊艳。 因此，自然而然地，问题变成了，他是否看到了某些特定的事情？ 然后回答了Electric的一篇文章，Peral Jain Chaim Dinh说在离开之前和埃隆有了一个很好的富有成效的交谈，如果没有追求特定愿景的冲动，我本可以留下更久。 我没有看到他在那篇文章中提到的容量侵蚀的情况。 如果你现在仍然不清楚过去一个月左右发生的所有事情中弗雷德和Electric肯定是以对抗性的立场来看待特斯拉，那么这只会是更多的证据。

At the end of the article, Fred said I think the way Elon handled the latest round of layoffs and the talent exodus that is happening now shows that this capacity is eroding. That capacity being the ability to attract top talent, and then we have one of Tesla's top AI engineers saying no, I don't think so, that capacity is still there. 24 7 Tesla uploaded a new video of the Tesla diner, so I'll show you a few quick clips of the update. If I had to guess, I would say this may open Q1 2025. We've had false starts on this a number of times, but Tesla's Megapack factory in Shanghai is finally actually under construction.

在文章的结尾，弗雷德说：“我认为埃隆处理最新一轮裁员和目前正在发生的人才外流的方式显示出他的这种能力正在减弱。这种能力就是吸引顶尖人才的能力，然后我们有特斯拉顶级人工智能工程师说，不，我不这么认为，这种能力还在那里。” 24 7 特斯拉上传了一段新的特斯拉餐厅视频，所以我将给你展示一些更新的快速剪辑。如果我要猜的话，我会说这可能会在2025年第一季度开业。我们曾多次因此失败，但特斯拉在上海的巨型电池工厂终于开始实际建设。

We also got a good update from Keys who is a great follow when it comes to European regulations for automated driving. At some upcoming meetings in June and September, the most notable are amendments to the DCAS legislation regarding system initiated maneuvers which makes up the gist of Tesla's FSD. And last but not least, the withholding of the hands on request, aka the NAG. One of the proposed amendments is to stop hands on requests on highways unless a system boundary is detected. He said to me this reads as a step in the right direction to get rid of the NAG.

我们还从Keys那里得到了一个很好的更新，他在欧洲自动驾驶法规方面非常值得关注。在6月和9月即将举行的一些会议上，最值得注意的是有关系统发起机动的DCAS立法修正案，这构成了特斯拉全自动驾驶系统的要点。最后但同样重要的是，即在请求手动操作时的阻止，也就是NAG。其中一项拟议修正案是在高速公路上停止手动操作请求，除非系统检测到边界。据他说，这对于消除NAG来说是迈出了正确的一步。

The other is about those system initiated lane changes. The proposed amendments and comments by different countries are a really good step in the right direction. Because there are a lot of proposed situations where system initiated maneuvers will possibly be allowed under DCAS, aka positive news regarding FSD operating to its full capacity across Europe. Thus, the UNECE and some of the regulators may be waking up to what's happening with Tesla's FSD.

另一个问题是关于系统发起的车道变更。各国提出的修正案和评论是朝着正确方向迈出的一大步。因为有很多提出的情况下，系统发起的机动可能会在DCAS下被允许，这意味着全面发展欧洲的FSD运作有了积极的消息。因此，联合国欧洲经济委员会和一些监管机构可能正在意识到特斯拉的FSD正在发生的事情。

Auto news is saying that the Cybertruck has notched more US registrations in March than the Rivian R1T. The Cybertruck had 1,158 registrations in March and Rivians R1T only had 548. In case you're thinking, well wait a second Rivian's factory in normal Illinois was shut down, yes, but that was only for April 5th to April 30th. And really it's not a great comparison because the Cybertruck is still relatively new whereas the R1T has been out on the market now for some time.

汽车新闻报道称，Cybertruck在3月份的美国登记量超过了Rivian R1T。Cybertruck在3月份有1,158辆登记，而Rivian的R1T只有548辆。如果你在想，等一下，Rivian位于伊利诺伊州诺玛尔工厂关停了，是的，但那只是从4月5日到4月30日。而且实际上这不是一个很好的比较，因为Cybertruck相对较新，而R1T已经在市场上销售了一段时间了。

However, with Cybertruck production pushing roughly 800 per week and continually growing, it may leave R1T sales in the dust for good. Roemotion put out some analysis on the new tariffs and they confirmed what we talked about yesterday. While Tesla does not export its EVs from China to the US, all of Tesla's US-bound LFP sales are currently sourced from CATL's Chinese plants. And given that those tariffs go into effect immediately, Tesla may not have time to work around the increased tariff. Luckily though, for battery energy storage and something like the megapack, those tariffs don't go into effect until 2026 so Tesla would have about two years to find a workaround for those LFP sales.

然而，由于塔卡车的产量每周约为800辆，并持续增长，可能会彻底超越R1T的销售。Roemotion发布了一些关于新关税的分析，他们证实了我们昨天讨论的内容。尽管特斯拉并未将其电动汽车从中国出口到美国，但特斯拉所有销往美国的LFP销售目前都来源于CATL的中国工厂。考虑到这些关税立即生效，特斯拉可能来不及应对增加的关税。不过幸运的是，对于电池储能和类似巨型电池组的产品，这些关税直到2026年才生效，所以特斯拉大约有两年时间为这些LFP销售寻找解决方案。

And that would be after some major best supporting LFP facilities are due to come online in North America like Friars Giga America, LG's Arizona facility, and Tesla's Nevada expansion using CATL equipment. And here's a handy chart if you wanted to screenshot this but it also brings into question what Europe is going to do in response to China trying to flood their markets. The US raising tariffs could give Europe more confidence to do something similar in the months ahead. The problem with that is the European market and some of their automakers have much deeper ties with the Chinese so it may not be that easy.

在北美，一些重要的最佳支持性LFP设施即将投入使用，比如弗莱尔斯吉加美国、LG的亚利桑那设施和特斯拉的内华达扩张项目，使用华时，这之后将会有一些重大的最佳支持性LFP设施即将在北美投入使用。如果你想截图保存这些信息，这里有一张便利的图表。但同时也引发了欧洲将如何回应中国试图涌入他们市场的问题。美国提高关税可能会使欧洲在未来几个月更有信心采取类似的行动。但问题是欧洲市场和一些汽车制造商与中国有着更深入的联系，因此可能不那么容易解决。

In Denmark and eventually other locations, Tesla is rolling out a new test drive concept called self drive test drive. This concept allows customers to test drive the cars in an easy and efficient way while they run other errands. The experience will be completely digital where the customer is guided through the entire process and the cars can be opened and started remotely using the Tesla app.

特斯拉在丹麦等地推出了一种名为“自动驾驶试驾”的新试驾概念。这个概念允许客户以简单高效的方式试驾汽车，同时可以处理其他事务。体验将完全数字化，客户将通过整个过程得到引导，而汽车可以通过特斯拉应用程序远程打开和启动。

I won't go through country by country but the ACEA put out this document that's very helpful for tracking EV incentives across many different European countries. So if you'd like a great overview on the tax benefits and the incentives, I'll have a link to this document below. Influence map put out a new report from May, how automaker lobbying threatens the global transition to EVs. Here we have automakers 2030 EV forecasts and their climate policy engagement scores for 2024.

我不会逐个国家详细介绍，但欧洲汽车工业协会发布了这份非常有帮助的文件，可帮助跟踪许多不同欧洲国家的电动汽车激励措施。如果您想了解有关税收优惠和激励措施的全面概述，我将在下面附上这份文件的链接。Influence map发布了一份新的报告，介绍了汽车制造商游说如何威胁全球向电动汽车过渡。这里有汽车制造商2030年的电动汽车预测和他们在2024年的气候政策参与得分。

Tesla of course on track for 100% EVs by 2030 and an engagement score of a B. Tesla was followed by Mercedes in second BMW in third and Volkswagen group in fourth. Bringing up the rear from bottom working up Suzuki in last then Honda and Toyota. Honestly if you've been following along with the channel this really isn't going to be news but Tesla is of course in a league of their own. And the point of this report is that automakers continue to advocate against the key climate policies needed to rapidly phase in electric vehicles at the pace required to meet net zero targets.

特斯拉当然会在2030年前达到100%的电动汽车，并且获得B级的参与度评分。接下来是奔驰排名第二，宝马排名第三，大众集团排名第四。从倒数第一开始，依次是铃木、本田和丰田。老实说，如果您一直关注我们的频道，这并不是什么新闻，但特斯拉当然是一个独树一帜的存在。而这份报告的重点是，汽车制造商继续反对迅速实施电动汽车所需的关键气候政策，以便按照要求的速度实现净零目标。

Japanese automakers led by Toyota continue to lead negative lobbying efforts against policies to promote battery EVs. The three lowest scoring automakers all scoring D are from Japan Suzuki Mazda and Toyota. And this chart is very telling this is a summary of positions for selected light duty vehicle climate policies since June 2022. Clearly many of these automakers on the left have read four different policies which shows evidence of opposition to that policy.

由丰田等日本汽车制造商带头，继续反对促进电池电动车政策的负面游说努力。三家得分最低的汽车制造商，得分均为D，分别来自日本的铃木、马自达和丰田。这张图表非常说明问题，总结了自2022年6月以来选择轻型车辆气候政策的立场。显然，左边的许多汽车制造商针对四项不同政策的立场显示出了反对的证据。

No surprise Tesla is the only one with green evidence of support for each policy. Polestar officials have confirmed that an entry level Polestar 3 aka a cheaper version will be coming sometime later this year but they did not give us any details. Everything I'm hearing the car may start under $70,000. BYD has now launched its first pickup truck the BYD shark. This one is launched in Mexico. This is a hybrid pickup but it's going to start around $53.4,000. It's equipped with a blade battery pack with a capacity of about 29kWh. They did say the model will be available in more overseas markets to meet the needs of global customers.

毫不奇怪，特斯拉是唯一一个支持每项政策的领先者。Polestar官员已确认，一款入门级的Polestar 3，也称为更便宜的版本，将在今年晚些时候推出，但他们并未透露任何细节。根据我听到的情况，这款车的起价可能在7万美元以下。比亚迪现在推出了其首款皮卡，比亚迪鲨鱼。这款车在墨西哥推出。这是一款混合动力皮卡，起价约为53.4万美元。它配备了一块容量约为29kWh的刀片电池组。他们表示，该机型将在更多海外市场上市，以满足全球客户的需求。

Roemotion also put out an analysis on battery energy storage in the Chinese market saying the average price of these best systems in China has dropped 32% since quarter four 2022. This has primarily been driven by the falling cost of LFP battery cells. There's already been a lot of chatter out there that Tesla will have trouble competing domestically in the Chinese market with other battery energy storage providers. We know Tesla's megapack pricing has come down slightly over the past two years but I don't think it's been to the tune of 32%. Additionally this is going to be one of the primary reasons that Tesla's Shanghai megapack factory is most likely going to be primarily for exports.

Roemotion还发布了关于中国市场电池储能的分析报告，指出自2022年第四季度以来，中国最佳系统的平均价格已经下降了32%。这主要是由于LFP电池单元的成本下降所推动的。外界已经有很多讨论，认为特斯拉将很难在中国市场与其他电池储能供应商竞争。我们知道特斯拉的Megapack价格在过去两年有所下降，但我不认为下降幅度达到32%。此外，这很可能是特斯拉上海Megapack工厂主要用于出口的主要原因之一。

Good news today from EVGO they announced the company will begin to deploy the North American charging standard connectors on its network beginning later this year. The stations included in this rollout will have both CCS and NACS. The overall utilization on the EVGO network in the first quarter of 2024 was 19% up from about 9% in the first quarter of last year. Today nearly 40% of EVGO's stalls are powered by a 350kW charger almost doubled a percentage just one year ago.

EVGO今天发布了好消息，他们宣布公司将从今年晚些时候开始在其网络上部署北美充电标准连接器。此次推出的充电站将同时具备CCS和NACS标准。2024年第一季度，EVGO网络的整体利用率达到了19%，相比去年同期的约9%有所增长。如今，EVGO近40%的充电桩都由350kW的充电器供电，几乎比一年前的比例增加了一倍。

Tesla must now face a proposed class action lawsuit alleging that it misled consumers about its cars self-driving capabilities. Tesla has been accused of overstating in 2016 that all of its upcoming cars would have the hardware needed for FSD capability and would be able to drive themselves from LA to New York City by the end of 2017. Look Elon has absolutely made some statements over the years but the question is where is the line between predictions and promises.

特斯拉现在必须面对一项拟议的集体诉讼，指控其在自动驾驶功能方面误导消费者。2016年，特斯拉被指控夸大声称所有即将推出的汽车都将具有FSD功能所需的硬件，并且能够在2017年底之前自动驾驶从洛杉矶到纽约市。埃隆确实多年来发表过一些言论，但问题是在预测和承诺之间如何划清界线。

Today Neo just launched the first vehicle in its new lower priced brand that they're calling Envo which is aiming to compete with Tesla's Model Y and Toyota's RAV4. Their L60 SUV is starting at $30.4k about 12% below the price of Tesla's Model Y. Neo is planning to start deliveries of the Envo L60 in September of this year. Their CEO said the bill of materials for the Envo car would be 10% lower than that of the Tesla Model Y. They're also saying that Neo has struck a deal to source batteries from BYD for the Envo lineup.

今天，Neo刚刚推出了他们称之为Envo的新低价品牌的第一款车辆，旨在与特斯拉的Model Y和丰田的RAV4竞争。他们的L60 SUV起价为30.4万美元，比特斯拉的Model Y价格低约12%。Neo计划在今年9月开始交付Envo L60。他们的首席执行官表示，Envo汽车的材料成本将比特斯拉Model Y低10%。他们还表示Neo已达成协议，从比亚迪购买Envo系列的电池。

Chevy has also announced that production is finally underway for the Silverado EVRST first edition pickup. This truck is based on GM's Altium platform and it can travel up to 450 miles of range on a full charge with a 4WT version. The 3WT can go 393 miles of range and the vehicle supports DC fast charging up to 350 kilowatts. For the first edition we're looking at a 0-60 time of less than 4.5 seconds. It does have 4 wheel steering, automatic adaptive air suspension, a multi-flex mid-gate and a power-operated multi-flex tailgate with a 17-inch infotainment system, an 11-inch gauge cluster and a heads-up display. Chevy said it will soon launch additional trim levels of the Silverado EV for retail customers. But the first edition RST will start at $94.5k.

雪佛兰还宣布，Silverado EVRST首发版皮卡的生产最终已经开始。这款卡车基于通用汽车的Altium平台，使用4WT版本的全充电状态下续航里程可达450英里。3WT版本的行驶距离可达393英里，该车支持最高350千瓦的直流快速充电。首发版车型的0-60加速时间为4.5秒以下。该车配备了四轮转向系统、自适应气动悬挂、多功能中隔和电动多功能尾门，以及一台17英寸信息娱乐系统、11英寸仪表盘集成显示器和抬头显示。雪佛兰表示，他们将很快为零售客户推出Silverado EV的其他配置等级。但首发版RST的起价为94.5万美元。

Unfortunately for Waymo it's sounding like thousands of their Robotaxes the company was planning to deploy in the US could be subject to these new large tariffs on EVs imported from China. That's because Waymo has a Robotaxi model that's from Glee and built on the ZEAKER platform. Right now Waymo has been using the Jaguar I-PACE but their plans all along have been for this ZEAKER platform to be a low-cost option. Waymo did say a small number of ZEAKER Robotaxes have begun arriving in the US in the past few weeks and they're now testing in manual mode in San Francisco.

不幸的是，对于Waymo来说，他们计划在美国部署的成千上万辆Robotaxi可能会受到从中国进口的电动车辆所面临的新的大规模关税的影响。这是因为Waymo有一款来自Glee并建立在ZEAKER平台上的Robotaxi模型。目前，Waymo一直在使用捷豹I-PACE，但他们一直计划使用这款ZEAKER平台作为低成本选项。Waymo表示，少量的ZEAKER Robotaxi在过去几周已经开始运抵美国，并正在旧金山的手动模式下进行测试。

Tesla stock closed the day at $173.99 down 2.01% while the NASDAQ was up 1.4%. It was also a red day for Rivian and Lucid as they were both down over 7%. It was a lower volume day for Tesla trading about 23 million shares below 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.

特斯拉股票收盘价为173.99美元，下跌2.01%，而纳斯达克指数上涨了1.4%。 瑞恩和露思德的股价也出现下跌，跌幅超过了7%。 特斯拉的交易量较低，约为过去30天的平均交易量的2300万股。 希望大家有一个美好的一天。 如果你喜欢这个视频，请点赞，你可以在下面的链接找到我，感谢所有支持我的Patreon支持者。