A Critical Development for Tesla's FSD / Latest on Tesla Licensing FSD / Chevy CMO on Tesla: Lol ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. First up today, let's take a look at year to date global EV sales from RoMotion. This data includes full EVs and plug-in hybrids, and with that in mind, global EV sales hit 1.1 million for the month of April this year, which was up 21% year over year. Thus, year to date, global EV sales are 4.3 million units. The Chinese EV market has grown by 30% so far in 2024. In Europe, it's grown 8% and in the USA in Canada, it's grown by 7%.

欢迎来到《电动化》，我是您的主持人迪伦·卢米斯。今天首先让我们来看一下来自RoMotion的全球电动汽车销售数据。这些数据包括纯电动汽车和插电式混合动力汽车，今年4月份全球电动汽车销量达到110万辆，同比增长21%。因此，今年全球电动汽车销量已达430万辆。中国的电动汽车市场在2024年迄今增长了30%。在欧洲，增长了8%，而在美国和加拿大，增长了7%。

This chart does not break it down specifically, but as we've been highlighting much of that growth has been driven by hybrids, not full EVs. One other trend I would highlight, if you were to remove the dark portion of these bars, which is sales in China, that leaves the EU, North America, and the rest of the world, and if you were just comparing those bars for the last year or so, they've been fairly static.

这张图表没有具体细分，但正如我们一直强调的，大部分增长是由混合动力车推动的，而不是全电动车。另一个我想要强调的趋势是，如果你去掉这些柱状图中的深色部分，也就是中国的销售部分，剩下的就是欧盟、北美和世界其他地区，如果你只是比较这些柱状图在过去一年左右的情况，它们基本保持不变。

So while it's true that all regions are indeed positive through the first four months of the year to keep up with the pace from last year, we will need to see stronger sales throughout the rest of this year. Tesla has launched two new promotional offers in China, a zero down payment or a zero interest offer. Both of these will expire at the end of June.

因此，虽然所有地区在今年前四个月确实都是积极的，来保持与去年同样的增长速度，但我们需要看到在今年剩下的时间里更强劲的销售。特斯拉在中国推出了两项新的促销活动，即零首付或零利息优惠。这两项优惠将在六月底结束。

I went ahead and translated the image and for the zero percent interest, which is also for a limited time, it appears as though that requires a roughly $11,000 down payment to get that offer. Reading the fine print, you cannot combine both. Shifting to the United States, Tesla has increased the price of the Model 3 performance by $1,000. It now sits at $54.9,000.

我已经将这张图片翻译出来，零利率的优惠是有限时间的，看起来需要大约11,000美元的首付才能获得这个优惠。仔细阅读小字，你不能把两者结合起来使用。在美国，特斯拉将Model 3 Performance的价格上调了1,000美元，现在定价为54,900美元。

However, both interior options black and white are included, so you can have either and still qualify for the tax credit. But now choosing any paint color other than the stealth gray means you would disqualify yourself from the credit. I'm also hearing that customers are having their delivery dates for the Model 3 performance pushed back because they're struggling to get final EPA approval. Good news for the battery energy storage market in Australia as they're about to implement some key reforms.

然而，内饰选项黑色和白色均包括在内，因此您可以选择任一种颜色仍然有资格获得税收抵免。但是现在除了隐形灰色之外任何颜色的漆都会让你失去这个抵免资格。我也听说一些顾客因为碰到难以获得最终的美国环境保护署批准而导致他们的Model 3性能版交付日期推迟。对于澳大利亚的电池储能市场来说是个好消息，因为他们即将实施一些关键改革。

The changes are part of ongoing reforms to the national electricity market to take into account these newly emerging technologies. Part of that will be the ability of battery storage projects to register as a single unit rather than two. The two main improvements, one, it should smooth the process for connections for new batteries, which is typically a long process, and it should create greater clarity for the market to see how much storage is actually available and more flexibility for big batteries to provide crucial market services.

这些变化是国家电力市场持续改革的一部分，以考虑这些新兴技术。其中之一是电池储能项目能够作为一个单一单位注册，而不是两个。这两个主要改进之一是应该简化新电池连接的过程，通常是一个漫长的过程，另一方面应该为市场提供更清晰的存储容量信息，大电池也会提供更多的灵活性来提供关键的市场服务。

To date, best projects have had two identities, one as a generator for when they're dispatching into the grid and another as a customer or load when they're charging. That was largely thanks to the incumbent system that just was not set up for bidirectional energy flows. To date, that has meant added costs, a lack of visibility and a lack of flexibility, particularly when it comes to participating in the ancillary services market. The hope is that these new reforms actually go live in early June.

到目前为止，最好的项目在发电时有两种身份，一种作为发电机并向电网输出电力，另一种作为客户或负荷进行充电。这在很大程度上归功于现有系统并不为双向能源流动设置而造成。到目前为止，这意味着增加了成本，缺乏透明度和灵活性，特别是在参与辅助服务市场时。希望这些新的改革能在六月初实施。

Simply put, the process of connecting these battery storage projects to the grid is going to become a lot easier. And then once they're connected, the projects will be able to operate at their full capacity with less hurdles to do so. Just in case you have not been following along Tesla's mega pack has been playing an outsized role in Australia's transition to a more sustainable grid.

简单地说，将这些电池储能项目连接到电网的过程将变得更加简单。一旦连接成功，这些项目将能够以更少的障碍运行到其最大容量。以防您尚未了解，特斯拉的巨型储能电池组在澳大利亚向更可持续的电网转型中发挥着非常重要的作用。

We have Edward Ludlow from Bloomberg putting out this article today and I think it's a perfect encapsulation of part of the problem with our society and reading headlines only. In this case, there will likely be tens of thousands if not more people that just see this headline but don't read the article because Bloomberg is a paid source. And with only the headline, your takeaway is going to be negative.

今天，彭博社的爱德华·拉德洛发表了一篇文章，我认为这完美地概括了我们社会的一个问题，即只看标题不读全文。在这种情况下，可能会有成千上万甚至更多的人只看到这个标题，却不读文章，因为彭博社是一个付费来源。只看到标题，你的印象很可能会是消极的。

Tesla's FSD struggled soon after leaving my driveway. However, if you actually read the article, there were definitely some positive takeaways. His conclusion? I have not yet decided if I'm going to pay the $99 a month for FSD. I did find the experience interesting, informative, and fun. I learned a lot both about the technology's progress and its limitations. I just feel compelled to periodically share reminders to be careful about how you allow your thoughts to form just based on headlines alone.

特斯拉的全自动驾驶功能在离开我车道后很快遇到了困难。然而，如果你真的读了这篇文章，肯定会发现一些积极的收获。他的结论是什么？我还没有决定是否要支付每月99美元的全自动驾驶功能费用。我发现这次体验很有趣、富有信息性和有趣。我对这项技术的进展和局限性都学到了很多。我只是觉得有必要定期提醒大家，要注意根据标题自行形成看法时要小心。

All of those articles you see, but don't actually read this one was pretty interesting. We have Chevy finally beginning deliveries of the equinox and their chief marketing officer is saying they're ready to take over Tesla's lead. The Chevy exec said despite all of Tesla's success the past few years, the tides are finally turning in Chevrolet's favor as EV shoppers gravitate to more practical options and legacy brands.

你看到的那些文章，但实际上不看这篇文章挺有意思的。我们看到雪佛兰终于开始交付Equinox了，他们的首席营销官称他们已准备好取代特斯拉的领先地位。雪佛兰高管表示，尽管特斯拉在过去几年取得了很多成功，但情况终于开始向雪佛兰有利转变，因为电动汽车购物者更偏爱更实用的选择和传统品牌。

Another interesting comment he said customers will say if it doesn't haul or tow or fit my kids or have the safety features I want I'm tapping out, I don't care if it runs on electricity, gas, or hamsters. We won't spend too much time here but to make the point he said momentum is a true force, whether it's auto, sports, whatever, we've got some momentum so let's see how the second half unfolds. The way I see it, some momentum is basically one step away from no momentum. Recent studies on a new cohort of EV car shoppers show they're more inclined to buy an EV from a legacy brand. After years of a virtual monopoly on the EV market, shoppers are growing tired of Tesla and are looking for fresher options. He said for people weighing the pros and cons they can look at Chevy and see a product they know and trust. Look, I know he's the marketing officer he's going to say things like this but did he forget about what we've all been talking about the past few months, how many problems the Chevy blazer had very early in the rollout.

另一个有趣的评论是，他说顾客们会说，如果这车不能拖车、拉货、装得下我的孩子，或者没有我想要的安全功能，我就放弃了，我不在乎它是用电、汽油还是仓鼠驱动。我们不会花太多时间在这里，但他说势头是真正的力量，无论是汽车、体育还是其他任何领域，我们有一些势头，让我们看看下半年会怎样发展。在我看来，一点势头基本上就是离没有势头只差一步。最近对一批新的电动车购物者进行的研究显示，他们更倾向于从传统品牌购买电动车。在对电动车市场几乎垄断多年后，购物者对特斯拉感到厌倦，正在寻找更新鲜的选择。他说，对于权衡利弊的人来说，他们可以看看雪佛兰并看到一个他们熟悉和信任的产品。看，我知道他是市场营销主管，他会说这种话，但他忘记了我们过去几个月一直在谈论的事情吗，雪佛兰开发初期出现了很多问题。

For any consumer that's educated in the slightest, they know that building an EV with new software is an entirely different task than building a combustion vehicle. Don't forget, it's not just the Chevy blazer that had problems with the EV rollout but effectively every EV on the Altium platform has been plagued with problems at the rollout. So one, when you're talking about overtaking Tesla, when you're not selling any EV even close to scale is a bit premature and two, putting trust in a Chevrolet ice vehicle is not the same thing as putting trust in a Chevrolet EV. Let me be clear and reiterate, I want all of these companies to succeed in making EVs at scale so the consumer has more options. But I also think these companies need to be called out and they need a reality check every now and then. Many of us here are eager to protect our families by driving a Tesla.

对于任何稍有常识的消费者，他们知道用新软件建造电动汽车和建造燃油车是完全不同的任务。别忘了，不仅雪佛兰刀锋车型在电动汽车推出时出现问题，实际上Altium平台上的每款电动汽车在推出时都饱受问题困扰。因此，一方面，当你谈论超越特斯拉，而你没有销售任何接近规模的电动汽车时，有点过早；另一方面，信任雪佛兰的燃油车型并非等同于信任雪佛兰的电动汽车。让我明确重申一下，我希望所有这些公司都能成功地生产大规模的电动汽车，以便消费者有更多选择。但我也认为这些公司需要受到批评，偶尔需要现实的检验。我们中的许多人都渴望通过驾驶特斯拉来保护我们的家人。

I think many of us would be wise to protect our families in the online space as well. Listen to some of these facts. $2.7 billion was lost to imposter scams in 2023 along with 2.5 million reports of fraud. With the rise of nefarious actors online, increasingly having access to our personal data through all of these data brokers, it's about time we start fighting back against this nonsense. The best way to do that in my opinion is with Delete Me, the sponsor of this video. Honestly, already, Delete Me has saved me tens if not hundreds of hours contacting each and every data broker to remove my and my family's personal information. Delete Me sends me reports every quarter showing the status of each removal and they continually check each data broker to ensure my record across the internet stays clean.

我认为我们许多人在在线空间中保护家人也是明智之举。听听这些事实：在2023年，诈骗损失了27亿美元，同时有250万起欺诈报告。随着网络上的恶意行为者不断增加，越来越容易通过所有这些数据经纪人获取我们的个人数据，现在是时候开始反击这种胡闹了。在我看来，最好的方法是使用此视频的赞助商Delete Me。老实说，Delete Me已经为我省下了数十甚至数百小时与每个数据经纪人联系以删除我和我的家人的个人信息。Delete Me每个季度给我发送报告，显示每个删除的状态，并持续检查每个数据经纪人，以确保我在互联网上的记录保持清洁。

For me, one of the best parts of Delete Me is the continuous scanning because new data brokers pop up constantly so it would be nearly impossible for me to keep up with all of that myself given my schedule. Just so you know, before I decided to partner with Delete Me, I spent an entire weekend watching basically every review I could find online. The company is based in the United States. They've been doing only this for over a decade and you'll get your own personal privacy advisor. Looking at my most recent report, Delete Me is reviewing thousands of listings and they removed 66 in April alone. So if you want to do what you can to protect your family from scam calls, phishing attempts and identity theft, you can head to joindeleteme.com slash electrified to get 20% off using my code electrified. The link will be below and as always, thank you for considering supporting the channel in this way.

对我来说，Delete Me 最好的部分之一是持续扫描，因为新的数据经纪人不断涌现，所以我几乎不可能自己跟上这一切，考虑到我的日程安排。在我决定与 Delete Me 合作之前，我花了整个周末几乎看了我能在网上找到的每一篇评论。这家公司总部位于美国。他们已经专心致力于这项工作超过十年了，而且你会得到你自己的个人隐私顾问。看着我最近的报告，Delete Me 正在审查成千上万的列表，仅在四月就移除了 66 个。因此，如果你想尽力保护家人免受诈骗电话、网络钓鱼和身份盗窃的侵害，你可以前往 joindeleteme.com/electrified 使用我的折扣码 electrified，可以享受 20% 的折扣。链接将在下面提供，如常，感谢您考虑以这种方式支持频道。

Here we have a Norwegian source and I'll be honest, I'm a bit skeptical of what this article is saying but they're telling us in Norway Tesla is looking to lay off 10% of the workforce. That definitely checks out but they're saying Tesla is offering severance packages to all employees regardless of function. The interest in taking a severance package in Norway has been so great, Tesla has had to reduce the deadline for acceptance from one week to three days. They're saying the employees have been offered at least three months with full pay and no work obligation even if they've just been hired. And if you've worked at the company longer, you can receive up to 15 month salary without work obligation. Thus, it makes sense that people are referring to these severance packages as generous. Part of the reason I'm sharing this is because I know we have a few viewers who are in Norway so if you happen to have any information about this, feel free to shoot me an email.

这里我们有一份挪威的消息，坦白说，我有点怀疑这篇文章所说的内容，但据挪威报道，特斯拉打算裁员10％。这点是可信的，但他们说特斯拉向所有员工提供离职安置协议，不论职能。在挪威，对离职安置协议的兴趣如此之大，特斯拉必须将接受期限从一周缩短到三天。他们说，员工至少可以获得三个月全薪且无需工作义务，即使他们刚刚被聘用。而且，如果在公司工作时间更长，您还可以获得长达15个月的薪水，且无需工作义务。因此，人们确实认为这些离职安置协议是慷慨的。我分享这个消息的部分原因是因为我知道我们有一些观众在挪威，所以如果您有关于此事的任何信息，请随时给我发邮件。

In case you'll be in the area Tesla's mobile gallery which is being towed by the Cybertruck will be in Orlando, Florida for the weekend May 17th to the 19th. Pause if you'd like to see the specific locations. Just FYI, Tesla has released some new Cybertruck accessories. I'm not going to go over all of them but I will have this link below if you're interested in checking out the updates. We got a new report from Reuters today and yes, I am fully aware of Reuters antics anytime we read one of their articles, we need to have our discernment fully turned on. Just don't forget, over the years they've certainly got other things right as well, it's just we're so familiar with the things they've got terribly wrong. This time around they said Tesla is pushing ahead with plans to power the global development of FSD with data from China that could be processed within the country. As part of the effort, Tesla has been developing plans for a data center in China to train the algorithm needed for more fully autonomous vehicles. Until recently, Tesla has focused on efforts to secure approval from Chinese regulators to transfer data generated by its EVs in China out of the country for FSD. For now, it's not clear if Tesla would proceed with both options for handling self-driving data from China, data transfer, and a local data center, or if it was developing parallel plans as a hedge.

如果你将在该地区，特斯拉的移动展厅正被Cybertruck拖曳，将在5月17日至19日的周末出现在佛罗里达州奥兰多市。如果你想知道具体位置，请暂停一下。顺便说一句，特斯拉已推出一些新的Cybertruck配件。我不会详细介绍所有，但如果你有兴趣了解更新，请点击下面的链接。我们今天收到了路透社的一份新报告，是的，我很清楚在阅读他们的文章时要特别谨慎，必须保持警觉。不要忘记，多年来他们确实也有得到正确的事情，只是我们更熟悉他们那些完全错误的地方。这一次他们表示，特斯拉正在推动利用中国数据来推动全球FSD的发展，并在中国境内进行处理。作为努力的一部分，特斯拉一直在中国开发数据中心，以训练更多全自动驾驶车辆所需的算法。直到最近，特斯拉一直在努力获得中国监管机构批准，以将其在中国境内产生的数据转移到国外，用于FSD。目前尚不清楚特斯拉是否会采取两种处理中国自动驾驶数据的方法，即数据转移和本地数据中心，或者是在发展对策的同时进行并行计划。

To clarify things at this point, Tesla already has a data center in China, they've had one there now for a few years because China told them they had to, so all of the data that Tesla collects about its customers and their behaviors needs to be kept in China. Now to date, when it comes to FSD and training the algorithm, Elon has been trying to get Chinese regulators to allow Tesla to send that training data back to the United States to further train the neural nets. The word is that was a big part of Elon's visit to China, he was trying to convince the regulators to allow Tesla to send the FSD training data back to the United States. And now Reuters would be implying that it looks like Tesla has not gotten that approval and that Tesla is either creating a new data center or adding to the current one to actually train the neural nets for FSD in China. Back to the article, Reuters said setting up a data center in China for FSD development would require Tesla to work with a Chinese partner. There's also a potential hardware sourcing challenge. If you've been following along, we did briefly touch on the US sanctions when it comes to what ships in Vidya is actually allowed to export into China. Included in this export ban are both the A100s and the H100s that Tesla is using very heavily to train the FSD neural nets. Now it's true, the US bars in Vidya and its partners from selling advanced chips to China, including via third parties, but the sale and purchase of the chips are not illegal in China. What happens when you have parameters like this? A black market. There have been 11 or so sellers of these chips that are little known Chinese retailers.

为了澄清这一点，特斯拉在中国已经有一个数据中心，他们现在已经有几年了，因为中国告诉他们必须这样做，所以特斯拉收集的关于客户及其行为的所有数据都需要保存在中国。到目前为止，当涉及到FSD和训练算法时，埃隆一直试图让中国监管机构允许特斯拉将这些训练数据发送回美国进行神经网络的进一步训练。有消息称，这是埃隆访问中国的一个重要部分，他试图说服监管机构允许特斯拉将FSD训练数据发送回美国。而《路透社》暗示称，看来特斯拉并没有获得批准，特斯拉正在要么创建一个新的数据中心，要么扩建现有的数据中心，实际上在中国对FSD进行神经网络的训练。回到文章本身，《路透社》表示，在中国为FSD开发设立一个数据中心将需要特斯拉与中国合作伙伴合作。还有一个潜在的硬件采购挑战。如果您一直在关注，我们曾经简要提及美国对那些在中国实际上可以出口的Vidya产品实施的制裁。包括在这次出口禁令中禁止出售到中国的A100和H100，而特斯拉正大量使用这些芯片来训练FSD神经网络。现在，美国禁止in Vidya及其合作伙伴向中国出售先进芯片，包括通过第三方，但在中国，这些芯片的销售和购买并不违法。当你有这样的参数时会发生什么？一个黑市。有大约11家这些芯片的卖家是鲜为人知的中国零售商。

Doing a bit of digging, I found that just earlier this month in May, they said the black market prices of the H100 in mainland China have been dropping. Part of that phenomenon could be that the market is preparing for in Vidya's next generation of chips, specifically the H200. I'll admit, it would be tough to imagine Tesla resorting to the black market, but just so you're aware, despite the ban, the H100 remained available through covert channels, including purchasing agents and shell companies that imported the processors and even servers from elsewhere into mainland China. But as it stands for in Vidya, neither the H100 nor the H200 are supposed to be exported to China. So this is the problem that Reuters was talking about. If Tesla is forced to keep the FSD training data in China, they're going to need a supercomputer setup in China, which means what buying all of these Nvidia chips and some dojo just like they're doing in the United States. However, if they can't do that, then theoretically Tesla would not be able to use all of that data from China to actually improve the operation of FSD.

经过一番调查，我发现就在本月五月初，他们表示在中国大陆，H100的黑市价格一直在下降。这种现象的一部分原因可能是市场在为 in Vidya 的下一代芯片，尤其是H200做准备。我得承认，很难想象特斯拉会倚赖黑市，但需要告诉你的是，尽管被禁止，H100仍然通过秘密渠道可获得，包括购买代理和进口处理器甚至服务器到中国大陆的壳公司。但就 in Vidya 而言，无论是H100还是H200都不应出口至中国。这正是路透社所谈及的问题。如果特斯拉被迫在中国保存FSD训练数据，他们将需要在中国建立超级计算机系统，这意味着购买所有这些英伟达芯片和一些像在美国所做的道场一样。然而，如果他们做不到，那么理论上特斯拉将无法利用中国的所有数据来真正改善FSD的运作。

Now the way I understand it, Tesla's FSD could still operate in China because all they would be doing is using the inference on the vehicles to pull from those neural nets that are being trained back in the United States. In that case, they would effectively be pulling data into China and not exporting anything out. At this point, I will say I believe Tesla will find a workaround I believe Elon will negotiate something to figure it out. But as it stands now, we have to at least consider the possibility that Tesla may not be able to use all of this training data from the very valuable Chinese roads in the Chinese market to actually improve its global FSD system. That's why as it stands now, I think most of us would agree this would be something that Elon needs to fix as soon as possible.

根据我的理解，特斯拉的全自动驾驶系统仍然可以在中国运作，因为他们所做的只是利用车辆上的推理功能，从在美国进行训练的神经网络中提取信息。在这种情况下，他们实际上是将数据引入中国，并没有将任何东西输出。在这一点上，我认为特斯拉会找到一个解决办法，我相信埃隆会谈判出一个解决方案。但是就目前情况而言，我们至少要考虑到特斯拉可能无法利用中国市场上非常宝贵的道路训练数据来实际改进其全球全自动驾驶系统的可能性。因此，就目前而言，我认为大多数人会同意，这是埃隆需要尽快解决的问题。

And if anybody on the planet has the respect of the leaders in China, it would actually be Elon. He's done an excellent job maintaining relations with China over the past few years. Tesla has already been receiving special treatment from the Chinese government for years, so hopefully that can continue with this one. Back to the Reuters article, Elon also discussed the possibility of Tesla licensing its FSD systems to Chinese EV makers. Elon previously expressed opposition to a China-based data center arguing that data transfer to the United States was the most efficient option. Which should be obvious because this training compute is not cheap. Elon just told us Tesla may be spending $10 billion on that alone in 2024.

如果地球上有任何人受到中国领导人的尊重，那实际上应该是埃隆。在过去几年里，他在维护与中国的关系方面做得非常出色。特斯拉多年来一直受到中国政府的特殊待遇，希望这种情况可以继续下去。回到路透社的文章，埃隆还讨论了特斯拉将其全自动驾驶系统授权给中国电动汽车制造商的可能性。埃隆之前表示反对在中国建立数据中心，认为将数据传输到美国是最有效的选择。这是很明显的，因为这种训练计算并不便宜。埃隆刚刚告诉我们，特斯拉可能会在2024年单单在这方面花费100亿美元。

As we talked about, Tesla has had a data center in China since 2021, but during that time, the Tesla China team has been seeking approvals from Chinese regulators to transfer data out of the country. An analyst in Shanghai said it would definitely be a milestone for Tesla if it rolls out FSD in China and leverages the China data for algorithm training. There also seems to be a lot of confusion around this. They said at least five automakers Hyundai, Mazda, Toyota, VW, and Nissan have approval to transfer some of their data out of China, but none of those approvals are for data to be used to train AI systems.

正如我们所讨论的，特斯拉自2021年以来在中国设有数据中心，但在此期间，特斯拉中国团队一直在寻求中国监管机构批准将数据转移到国外。上海的一位分析师表示，如果特斯拉在中国推出FSD并利用中国的数据进行算法训练，这肯定会是特斯拉的一个里程碑。这也似乎引起了很多困惑。他们表示，至少有五家汽车制造商——现代、马自达、丰田、大众和日产——已获得将部分数据转移到中国以外的批准，但其中没有一个是用于训练人工智能系统的。

Also, today Reuters has reported that there is a new one-year pilot project for companies in Shanghai's Ling Yang area. Which is where Tesla's factory is located. This pilot will be allowed to transfer certain data without needing further security assessments. After that, many people in the Tesla community started getting excited saying, hey, Tesla's going to get its break and they're going to get that approval for FSD training data. Once again, if you actually read the article, that's not the case. Shanghai has compiled a list of data that can be transferred overseas without security assessments. The government of Shanghai has compiled a first batch of ordinary data in three sectors, intelligent and connected vehicles being one of them.

另外，今天路透社报道称，在上海灵仪区有一个为期一年的新试点项目。特斯拉的工厂就位于这个区域。这个试点项目将允许公司在不需要进一步的安全评估的情况下转移某些数据。在此之后，许多特斯拉社区的人开始感到兴奋，说，嘿，特斯拉终于要得到突破，他们将获得FSD培训数据的批准。但实际上，如果你真的读过那篇文章，情况并非如此。上海编制了一份可在没有安全评估的情况下转移到海外的数据清单。上海市政府已经编制了首批涉及智能互联汽车等三个领域的普通数据清单。

The document does detail broader plans for Ling Yang to become a hub for cross-border data. According to the Ling Yang website, the newly announced data transfer rules take effect immediately. But here's the letdown. For the auto sector, the data includes information involving manufacturing like procurement and stockpile, research and development including auto design and tests, after sales services and used car sales. They also said this list of ordinary data will be expanded over time. However, based on everything I'm reading, this pilot project has nothing to do with FSD or AI training data specifically. For now, that bucket of data does not fall into this ordinary data list.

该文件确实详细描述了凌阳成为跨境数据枢纽的更广泛计划。根据凌阳网站的信息，新公布的数据传输规则立即生效。但这里令人失望的是，对于汽车行业而言，数据包括与制造有关的信息，如采购和库存，研发包括汽车设计和测试，售后服务和二手车销售。他们还表示，这份普通数据清单将随着时间推移而扩大。然而，根据我所阅读的所有内容，这个试点项目与FSD或AI训练数据没有直接关系。目前，这一桶数据不在这份普通数据清单中。

Simply put, data collected by Tesla's FSD would actually be considered a core data and that is currently prohibited from being exported out of China. And even if Tesla now spends billions of dollars for training compute specifically for China, questions remain about how specific FSD improvements from that data in China will actually be used elsewhere around the world. This undoubtedly will not be the last we hear about this, but this development is certainly ranked up there in the list of the most important things taking place at Tesla right now.

简而言之，特斯拉的FSD收集的数据实际上被视为核心数据，目前禁止出口中国。即使特斯拉现在花费数十亿美元专门为中国进行训练运算，关于中国数据中具体FSD改进如何在世界其他地方使用的问题仍然存在。毫无疑问，这不会是我们最后听到的关于此事的消息，但这一发展无疑是特斯拉目前正在发生的最重要的事情之一。

Robin Denilm did an interview with the Financial Times and there were a few things worth highlighting. First, she was joking and she said if I had a magic wand, Twitter would not exist. She cited one example which was Elon tweeting about Tesla reincorporating in Texas and that just made it harder for Tesla's board of directors to make it look like they were doing that in an impartial manner. And not just reacting to whatever Elon said he wanted to do. She said, do we have tough conversations about tweets? Absolutely. But she said, he's a contrarian and you can't be a contrarian part of the time, so you've got to work with that as a board. I might wake up in the morning and read a tweet that I was not expecting. I don't wake up to a strategy shift that we have not talked about. So perhaps there are social media lines that even Elon is not ready to cross.

罗宾·丹尼尔姆接受了英国《金融时报》的采访，有几点值得强调。首先，她开玩笑说，如果我有魔法棒，推特就不会存在。她举了一个例子，就是埃隆在推特上发文称特斯拉将在德克萨斯州重新注册，这让特斯拉的董事会很难让这看起来像是以公正的方式进行。而不仅仅是响应埃隆说想做的事情。她说，我们是否就推特上的言论进行严肃讨论？当然有。但她还说，他是一个与众不同的人，你不能只在某些时候才与他合作，所以你必须与他一起努力。也许有时我早上醒来读到一个我没料到的推文。但我不会醒来却发现我们没有讨论过的战略转变。也许有些社交媒体界限甚至连埃隆都不愿触碰。

Other than that, most of the article was things we've already covered and a lot of it was actually Robin calling complete nonsense for many of the things that are reported about Tesla and Elon. One being Elon's drug use and that the Tesla board was concerned about it. She said, I've been around this company 10 years and I have never seen any evidence. We also learned that it's most of Tesla's board of directors excluding Kimball that are actually part of this global drive to get shareholders voting. She did make a fair point defending her independence from Elon saying, if I did not agree with something that was happening at the company, I could walk away tomorrow referring to the life changing money that she's already made. And finally, because some people out there still do not get it, she said Elon has not been paid for any of his work for Tesla the past six years.

除此之外，这篇文章大部分内容都是我们已经讨论过的事情，很多内容实际上是罗宾对有关特斯拉和伊隆的报道中很多东西称为胡说八道。其中之一是伊隆吸毒，以及特斯拉董事会对此感到担忧。她说，我在这家公司工作了10年，从未见过任何证据。我们还了解到，特斯拉董事会的大部分成员（除了金博尔）实际上都是这个全球推动股东投票的行动的一部分。她确实提出了一个合理的观点，为自己与伊隆的独立性辩护，称如果我不同意公司发生的一些事情，明天我可以离开，指的是她已经赚到的改变生活的钱。最后，因为还有一些人不理解，她说伊隆过去六年为特斯拉工作并未收到任何报酬。

On the Tesla layoffs front, we learned specifics. Tesla is cutting approximately 600 more employees at its manufacturing facilities and engineering offices in Fremont in Palo Alto. This will impact an array of departments impacting factory workers, software developers, and robotics engineers. According to the filing, it's 378 jobs in Fremont, including staffing and running vehicle assembly. There were also 65 cuts at Kato Road, the 4680 pilot plant in Palo Alto, the engineering headquarters, 233 employees being let go, including two directors of technical programs. Tesla might be dropping steam support on some deliveries of the Model X. For now, there's no indication that other Tesla models will be affected. I was able to find a message from Tesla, it said Tesla's updating the gaming computer in your Model X and your vehicle is no longer capable of playing steam games. All other entertainment and app functionalities are unaffected. Usually Tesla updates make your car better, but unfortunately, that's not the case this time around.

关于特斯拉裁员的消息，我们了解到具体情况。特斯拉正在裁减大约600名员工，在其位于弗里蒙特和帕洛阿尔托的制造设施和工程办公室。这将影响各个部门，包括影响工厂工人、软件开发人员和机器人工程师。根据文件显示，弗里蒙特有378个岗位被裁员，包括车辆装配的人员。在帕洛阿尔托的Kato Road，4680试点工厂，工程总部也有65人被裁员，总共233人被解雇，其中包括两名技术项目主任。特斯拉可能会停止提供特斯拉X型号的steam支持。目前，没有迹象表明其他特斯拉车型会受影响。我找到了一条来自特斯拉的消息，它说特斯拉正在升级您的Model X上的游戏电脑，您的车辆不再能够播放steam游戏。其他娱乐和应用功能不受影响。通常特斯拉的更新会让您的车更好，但不幸的是，这一次的情况不是这样。

In case you missed it, it's official Tesla's biggest retail investor Leo Kogiwan will be voting against Elon's pay package. These are the moments I wish I had more time in these videos to analyze certain news items, but there's something for that coming in the future, so stay tuned. For now, I just wanted everybody to be informed. Just know he does only own less than 1% of shares, but it's still a large amount. Honda is set to unveil its Class 8 hydrogen full-cell, I mean, fuel cell truck concept next week in Las Vegas. Honda is actively seeking business collaborations and customers to help bring these hydrogen fuel cell solutions to market in North America. They're also planning a fuel cell variance for their Honda CR-V that they're saying will begin shipping this year, but production will be limited to 300 a year and the vehicle will only be available for lease in California. Part of the challenge, there are fewer than 60 hydrogen fueling stations in the entire United States. It's a painful reminder, but this is the type of thing we're currently up against. In these stocks, subreddit, we have over 3000 people upvoting this headline, Tesla's self-driving tech ditched by 98% of customers that tried it. So not only is this phrased in a very adversarial tone, but it's also not even accurate. Elon already debunked this, but that does not stop people from running with false information.

如果你错过了，特斯拉最大的零售投资者李奥·科吉万将投票反对埃隆的薪酬方案已经正式确认。 这些是我希望在这些视频中有更多时间分析一些新闻项目的时刻，但未来会有相关内容，敬请期待。目前，我只是想让每个人都知道，他只拥有不到1％的股份，但仍然是一个大量。 本田将在下周的拉斯维加斯推出其Class 8氢燃料电池卡车概念。 本田积极寻求商业合作伙伴和客户，以帮助将这些氢燃料电池解决方案推向北美市场。 他们还计划为他们的本田CR-V建立一种燃料电池变种，他们表示今年将开始出货，但年产量将限制在300辆，并且该车辆仅在加利福尼亚州提供租赁。 面临的挑战之一是整个美国仅有不到60个氢燃料加油站。 这是一个痛苦的提醒，但这是我们目前面临的问题之一。 在这些股票的Subreddit中，有超过3000人点赞这个标题，即特斯拉的自动驾驶技术被98％的试用者抛弃。 所以不仅措辞非常对立，而且事实上也不准确。 埃隆已经驳斥了这一点，但这并不能阻止人们传播虚假信息。

A camouflaged, prototype version of an upcoming Kia pickup truck has been spotted in North America, specifically in California. The expectation is this truck will be on Kia's E-GMP platform, which is their modular architecture that they use for other EVs like the Ionic 5 and 6 and the EV 6 and 9. We really don't have many details about this vehicle, but Kia's EV 9 is already selling pretty well in the United States, but they're currently being produced in South Korea. However, that's about to change, as Kia's factory in West Point, Georgia is supposed to start production this month. There are still questions for Kia when it comes to battery sourcing, but Kia plans to add an EV battery facility to the Georgia plant in 2025, so at that point, they're confident the EV 9 would qualify for the full tax credit. And honestly, the EV 9 at around $49,000 would be a pretty attractive offer for many people in the US.

在北美，特别是加利福尼亚州发现了一款伪装的、即将推出的起亚皮卡车的原型版本。预期这款卡车将采用起亚的E-GMP平台，这是他们为其他EV车型如Ioniq 5、6，EV 6和9所使用的模块化架构。关于这款车我们还没有太多细节，但起亚的EV 9在美国销售情况不错，但目前它们是在韩国生产的。然而，情况即将改变，因为起亚在乔治亚州西点的工厂预计本月将开始生产。在电池采购方面，起亚仍有问题，但他们计划于2025年在乔治亚州工厂增设一个EV电池设施，届时相信EV 9将有资格获得全额税收抵免。坦率地说，定价约为49,000美元的EV 9对许多美国人来说将是一个相当有吸引力的选择。

Now we have Toyota, Nissan, Honda, and other major Japanese automakers planning to work together to develop software for next-gen vehicles. There will be a more detailed strategy announced soon, but the takeaway is Japan knows it needs to do something about software for its vehicles as soon as possible.

如今，丰田、日产、本田等日本主要汽车制造商计划共同开发下一代车辆的软件。很快就会公布更详细的策略，但最重要的就是日本意识到必须尽快解决车辆软件的问题。

Mercedes workers at a plant in Alabama have voted against joining the UAW. In case any of you are Chevy Camaro fans, GM President wants to bring it back as an electric car, and one that's affordable, nothing set in stone yet though.

在阿拉巴马州一家梅赛德斯工厂，工人投票反对加入美国联合汽车工人工会。如果你是雪佛兰凯迈罗的粉丝，通用汽车总裁想将它重新推出为一款电动汽车，而且价格适中，尽管目前还没有具体计划。

The official Tesla account on X said congrats Tesla Fremont and Giga Nevada on building their 3 millionth car. Tesla stock closed the day at $177.46 up 1.5% while the Nasdaq was down 0.07%. It was another slower volume day for Tesla trading about 20 million shares below the average volume the past 30 days.

特斯拉在X上的官方账户表示祝贺特斯拉弗里蒙特工厂和内华达吉加工厂建造了他们的第300万辆汽车。特斯拉股价收盘报177.46美元，上涨1.5%，而纳斯达克下跌0.07%。特斯拉的交易量依然较低，约比过去30天的平均交易量少了2000万股。

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