Elon Talks Tesla's AI / Exciting Tesla Insurance Update / Tesla FSD 12.4 Feedback ⚡️

Welcome to Electrified, it's your host Dylan Lumis. First up today, this article from Laura Kaladny didn't teach us a whole lot of new information, but it did a great job of stirring up the conversation, including from Elon. Replaying to this article on X, Elon did say Laura Liar Kaladny. Laura said thanks to some emails from Nvidia staff. The word was that what Elon told shareholders about how many H100's Tesla was buying was not accurate. Second was word that Elon was prioritizing H100 chips for XAI, rather than for Tesla, effectively delaying the delivery for Tesla. An Nvidia memo from December, so this is already interesting timing, a few days ahead of Tesla's annual meeting, said Elon prioritizing H100 cluster deployment at X, versus Tesla, by redirecting 12,000 shipped H100's originally slated for Tesla to X instead. But based on initial commentary, it felt like no one read the following sentence, which said, in exchange, original X orders of 12,000 H100's slated for January and June to be redirected to Tesla. Had Laura been paying attention, maybe she would have included in her article the fact that Gigatex has had seen some construction delays that was impacting the build out of Tesla's data center in Austin. Also conveniently left out of the article was what Elon said on X back in March that improvement will accelerate dramatically now that we are no longer AI training compute constrained. There was also some confusion out there about the 85,000 number and if that was going to be H100's exactly or H100 equivalents.

欢迎来到《电动化》的节目，我是你的主持人迪伦·卢米斯。首先，今天我们要谈论的是劳拉·卡拉德尼的这篇文章。虽然文章没有给我们带来很多新信息，但它确实成功引发了不少讨论，包括来自埃隆·马斯克的回复。在X平台上，埃隆称劳拉为“骗子卡拉德尼”。劳拉提到，一些Nvidia员工的邮件表明，埃隆告诉股东的特斯拉购买H100芯片数量的信息是不准确的。其次，埃隆被指优先将H100芯片用于XAI，而非特斯拉，从而延迟了特斯拉的交付。 一份去年12月的Nvidia备忘录——这一时间点本身就很有趣，因为正好在特斯拉年度会议前几天——提到埃隆将本来分配给特斯拉的12,000颗H100芯片重新定向到XAI。但根据备忘录中的一句话，这其中提到了作为交换，XAI原定于1月和6月的12,000颗H100芯片订单将被重新分配给特斯拉。然而，刚开始的评论感觉没有人注意到这句话。如果劳拉注意到了这点，也许她就会在文章中包括这个事实：Gigatex工厂的建筑延误影响了特斯拉在奥斯汀数据中心的建设。 文章还巧妙地忽略了埃隆在今年3月于X平台上提到的：由于我们不再受到AI训练计算能力的限制，改进将大幅加速。还有一些混淆的地方是关于85,000这个数字，到底是指H100芯片，还是H100等效芯片。

On X, Ryan said, I think 85,000 is the right number. The new data center will house 50,000 and they have an existing 35,000 H100's. This should all be in addition to the dojo systems. And Elon confirmed it saying correct. Also, I cannot overstate the difficulty of making 50,000 H100's train as a coherent system. No company on Earth has been able to achieve this yet. Once we have that system working, we will order more hardware. That means Tesla is working on getting 85,000 H100's not equivalent, but actual H100's setup, 50,000 of which will be at Gigatexis. And then all of that will be in addition to whatever training they're doing with dojo. AKA even more compute than many of us were expecting because the 85,000 H100 equivalents could have actually included dojo, but Elon clarified that's not the case. Just to be very clear, this is not a situation of X AI receiving H100 chips that now Tesla will not get. It was simply a switch of the timing between delivery for Tesla and X AI with X AI being prioritized first.

在X平台上，Ryan说：“我认为85,000是合适的数量。新的数据中心将容纳50,000台，他们已经有35,000台H100。这些都应与dojo系统分开。” Elon也确认了这一点，说“正确”。此外，我无法夸大让50,000台H100作为一个统一系统来训练的难度。地球上还没有任何公司能够实现这一点。一旦我们让这个系统运行起来，我们会订购更多的硬件。这意味着特斯拉正在努力配置85,000台H100，而不是等效的，而是真实的H100，其中50,000台将在Gigatexis。这些再加上他们用dojo进行的任何训练，计算能力将比我们许多人预期的要多，因为85,000台H100等效设备实际上可能包括了dojo，但Elon澄清了并非如此。很明确，情况不是X AI收到了H100芯片，而特斯拉将无法获得。只是交付时间的调整，X AI被优先考虑。

That should have been clear even before Elon added any context, but he did confirm Tesla had no place to send the Nvidia chips to turn them on so they would have just sat in a warehouse. The south extension of Gigatexis is almost complete. This will house 50,000 H100's for FSD training. AKA, Tesla was simply not ready for that specific shipment of 12,000 H100's. Then the second point in the article talking about Elon's public comments about Tesla's AI spend not really lining up with Nvidia internal memos. Here's what Elon said. Of the roughly $10 billion in AI related expenditures, I said Tesla would make this year. About half is internal, primarily the Tesla designed AI inference computer, which is hardware 4, and sensors present in all of our cars plus dojo. So for 2024, that's about $5 billion in spend for hardware 4, sensors, and dojo. We did not get a further breakdown of that group.

在埃隆·马斯克添加任何背景信息之前，这一点应该就已经很清楚了。不过他确实确认过，特斯拉没有地方可以送这些英伟达芯片来激活它们，所以它们只能堆在仓库里。德州超级工厂的南延部分几乎完工了，这将容纳五万块H100芯片，用于自动驾驶的训练。也就是说，特斯拉当时根本没准备好接收那批一万两千块H100芯片。然后，文章的第二点提到了埃隆关于特斯拉在AI方面开支的公开评论，这些评论与英伟达内部备忘录中的信息不完全一致。埃隆是这么说的：我之前说过特斯拉今年在AI相关方面的开支大约是100亿美元，其中大约一半是内部开支，主要是特斯拉设计的AI推理计算机（即硬件4）和我们所有汽车上的传感器以及Dojo计算机。所以在2024年，这方面的开支大约是50亿美元，用于硬件4、传感器和Dojo计算机。我们没有得到这些项目的进一步细节。

Elon said for building the AI training superclusters Nvidia hardware is about 2 thirds of the cost. My current best guess for Nvidia purchases by Tesla are 3 to 4 billion dollars this year. Holmars asked Elon how he saw dojo comparing to Nvidia saying is there a realistic pathway to one day producing training compute internally rather than buying from Nvidia. Elon said training compute for Tesla is relatively small compared to inference compute as the latter scales linearly with the size of the fleet. Remember Tesla's inference compute is going to be hardware 3 and 4, the computers actually onboard Tesla vehicles. Perhaps the best way to think about it is in terms of power consumption. When the Tesla fleet reaches 100 million vehicles, peak power consumption of AI hardware and cars will be around 100 gigawatts. Training power consumption is probably less than 5 gigawatts. These are very rough guesses.

埃隆（Elon）说，建立AI训练超级集群的成本中，大约有三分之二是Nvidia的硬件。我目前估计特斯拉今年购买Nvidia硬件的花费大约在30到40亿美元之间。Holmars问埃隆他怎么看待Dojo与Nvidia的比较，是否有现实的途径可以在未来某一天内部生产训练计算资源，而不是从Nvidia购买。埃隆说，对于特斯拉来说，训练计算相对于推理计算来说是相对较小的，因为推理计算会随着车队规模线性增长。要记住，特斯拉的推理计算将由硬件3和4版本来执行，这些计算机实际上是在特斯拉车辆上的。或许最好的理解方式是从功耗的角度来看。当特斯拉车队达到1亿辆时，AI硬件和汽车的峰值功耗将约为100吉瓦。而训练的功耗可能不到5吉瓦。这些都是非常粗略的估计。

Obviously 5 gigawatts of AI training compute is enormous by current standards but is only about 5% of total Tesla AI compute. There is a path for dojo to exceed Nvidia. It's a long shot as I've said before but success is one of the possible outcomes. Recall what Elon said on the Q1 call this year. Tesla's AI inference efficiency is vastly better than any other company. There's no company even close to the inference efficiency of Tesla. Elon's answer didn't really give us what many were looking for to find out how dojo in its current iteration is actually comparing to Nvidia H100s for training FSD. The last update we heard was that dojo could be making up between 10 and 20% of Tesla's training compute needs but that's really just a rumor. Elon's been trying to make the point very clearly when the conversation of Tesla's AI compute comes up rather than thinking about training coming first. We should be thinking about inference coming first. And on X, Holmars reminded everyone from what he heard from his sources at Nvidia, Tesla has ordered over 100,000 H200s from Nvidia that they'll be taking delivery of over the next 12 months. Deliveries have already started. The simple takeaway from all of this is that Tesla is doing just fine when it comes to compute resources and Tesla will continue to build out its training compute as fast as its infrastructure will allow.

显然，5吉瓦的AI训练计算能力按照目前的标准来看是巨大的，但这仅占特斯拉总AI计算能力的约5%。Dojo系统有可能超过英伟达。正如我之前所说，这虽然机会渺茫，但成功是其中一个可能的结果。回想一下埃隆在今年第一季度电话会议上的发言。特斯拉的AI推理效率远远超过其他任何公司，没有任何公司能接近特斯拉的推理效率。埃隆的回答其实并没有让我们找到大家期待的关于Dojo当前版本与英伟达H100在训练特斯拉自动驾驶上的具体比较。我们最后得到的消息是，Dojo可能承担了特斯拉10%到20%的训练计算需求，但这基本上只是传闻。每当讨论特斯拉的AI计算时，埃隆一直试图明确强调，与其优先考虑训练，我们应该首先考虑推理效率。此外，Holmars在X上提醒大家，从他在英伟达的消息源得知，特斯拉订购了超过10万个H200芯片，并将在未来12个月内陆续交货，配送已经开始。从这一切中简单得出的结论是，特斯拉在计算资源方面做得很好，并且将继续以其基础设施所允许的速度，快速扩展其训练计算能力。

On that front Tim Zaman who used to work at Tesla said the practicalities of building a supercomputer are insane once you get down to it. Let's assume you have a data center location and order GPUs. You're probably thinking of these sleek orderly photos of racks of compute. Just think about how those GPUs got there. The picture on the screen is only a few hundred GPUs. Just taking delivery of thousands of GPUs is a crazy military operation even before any racking, stacking, and cabling or bring up. Data centers are usually built out slowly but in the AI craze you want it up as soon as possible and existing data center facilities do not accommodate for this well. Thanks to the limited amount of trucks, warehousing, unloading docks, ramps, dolleys, jacklifts, corridors, etc. So I asked Tim, I said, hey can you share a rough timeline on how long it takes to get 10,000 H100s up and running after taking delivery. To which Tim said, taking delivery sounds like receiving an Amazon package. Although he did use the exact same phrase in his post. I digress. Tim continued, for taking delivery, calculate back for 10,000 GPUs, GPUs in a server, servers in a box, boxes in a truck, amount of trucks, amount of loading docks, and the time it takes to unload a truck. To which I said, fair enough, but I think you know I meant from the time everything arrives on site to the time the equipment is actually set up, hooked up, turned on, and training data. That was my actual question. Which didn't really get answered, but I suppose something is better than nothing.

关于这方面，曾在特斯拉工作的Tim Zaman表示，一旦开始建设超级计算机，其实际操作是非常疯狂的。假设你有一个数据中心的位置并订购了GPU，你可能会想到那些整齐排列的机架上计算设备的照片。想想这些GPU是如何到达那里的。屏幕上的照片只有几百个GPU。光是接收成千上万个GPU就已经像一场疯狂的军事行动了，更别提任何机架安装、堆叠、布线或启动工作了。数据中心通常是慢慢建设起来的，但在AI热潮中，你希望尽快完成，而现有的数据中心设施并不能很好地适应这一点。感谢有限的卡车数量、仓库、卸货码头、坡道、小推车、千斤顶、走廊等。我问了Tim，可以分享一个大致时间表吗，从接收1万个H100到全面运行需要多长时间？Tim说，“接收”听起来像收取一个亚马逊包裹。虽然他在帖子中确实用过这个词。我离题了。Tim继续补充说，对于“接收”，计算出1万个GPU，服务器中的GPU，盒子里的服务器，卡车里的盒子，卡车的数量，装卸码头的数量，以及卸下一辆卡车需要的时间。我说，好的，但我其实是想问，从所有设备到达现场到设备实际安装、连接、启动并进行数据训练的时间，这才是我的实际问题。这问题其实并没有真正得到回答，但我觉得能得到一些信息总比什么都没有好。

So no, Elon is not out to sabotage Tesla in favor of XAI, it's just that sometimes things happen and timelines change and this is one of those situations. It would have been nice to get a few tidbits on how the build out of Tesla dojo is going in Buffalo, still mums the word on that one. I'd also like to go on record again saying that I have a very high conviction that in the long run Tesla will benefit greatly from the advancements and success of XAI. The Tesla China weekly insurance number came in at 15,000. Now just to be transparent, CNE the post reported 15,200 and often different sources will have slightly different numbers. For me, I always like to go conservative, so comparing 15,000 to the same week in quarter one, that number was 12,500. Thus, quarter over quarter Tesla China is now 17.9% ahead of the key one pace. Week nine of quarter two last year came in at 14,500, so now year over year Tesla is down 3.5%. Some people are optimistic Tesla can flip quarter two year over year positive over the next four weeks before the quarter ends, but the numbers from quarter two last year were pretty high the last few weeks of the quarter. Specifically, the average was 16,250 per week. Tesla's insurance as they have a new employee, Alan Laban, who's now the head of insurance partnerships at Tesla.

所以，不，埃隆·马斯克并不是要为了XAI来故意破坏特斯拉，只是有时候事情的发展和时间表会发生变化，这就是其中一种情况。本来能听到一些关于特斯拉在布法罗建设Dojo的进展是很不错的，但目前对此仍然没有消息。我也想再次声明，我非常坚信从长远来看，特斯拉将从XAI的进步和成功中受益匪浅。 特斯拉中国的每周保险数据为15,000。为了保持透明，CNE的报道是15,200，不同来源的数据有时会有些出入。对我来说，我喜欢保守一点，所以我把15,000这个数据与第一季度同一周的12,500进行比较，可以看到现在特斯拉中国同比增速为17.9%。去年第二季度第九周的数据为14,500，所以现在同比下降了3.5%。有些人对特斯拉能在接下来的四周里实现同比增长持乐观态度，但去年第二季度最后几周的数据相当高，平均每周为16,250。特斯拉的新员工Alan Laban现在是保险合作伙伴关系的负责人。

On LinkedIn, he said, I'm thrilled to share that I've started in a newly created role at Tesla. His goal, to make Tesla vehicles easy and economical to ensure. By partnering with insurance companies, teams across Tesla and collision shops in the US and Canada, we will lower the total cost of Tesla ownership. Why would Tesla, which already has its own insurance company, care about the rates other insurance companies charge Tesla owners because of the mission? High insurance premiums on EVs will slow this transition. That's where the insurance partnerships part of the job comes in. Through better communication, processes and partnerships, we will reduce repair costs and lower insurance prices across the industry. As I'm sure you can tell, this new role at Tesla has more to do with the legacy auto industry than it does Tesla's own insurance line. But as a Model Y owner who is now paying twice as much for car insurance with my Model Y as I was on our Honda CRV, I'm very pleased to hear about this new position. And no, Tesla insurance is not live where I live. Also, Tesla is clearly hiring for some revamped new key initiatives. Perhaps one of my favorite Easter eggs that Tesla has placed as of late, Monroe shared a picture of what looks like a part of a circuit board with the words, high Sandy engraved right on it. This was found during the Cybertruck tear down, so hopefully Monroe got video footage of the moment when Sandy saw that.

在LinkedIn上，他说："我非常激动地分享，我在特斯拉开始了一个新创建的职位。" 他的目标是使特斯拉车辆更易于保险且更经济。 通过与保险公司、特斯拉各团队以及美国和加拿大的维修店合作，我们将降低特斯拉的总拥有成本。 为什么特斯拉，作为已经拥有自己保险公司的企业，会关心其他保险公司对特斯拉车主收取的费用？因为这是我们的使命。电动汽车的高额保险费将会减缓这一转变。正是出于这个原因，我们需要保险合作伙伴。通过更好的沟通、流程和合作，我们将降低修理成本并降低整个行业的保险价格。 可以确定的是，这个新职位更多的是与传统汽车行业有关，而不是特斯拉自己的保险业务。但作为一名Model Y的车主，我现在支付的保险费用是我们之前的本田CRV的两倍，我很高兴听到这个新职位的消息。而且，特斯拉的保险服务在我所在的地区还没有上线。 显然，特斯拉正在为一些重新改进的重要计划招聘人才。也许这是我最近最喜欢的特斯拉小彩蛋之一，Monroe 分享了一张电路板的一部分照片，上面刻着"Hi Sandy"。这是在Cybertruck拆解过程中发现的，希望 Monroe 有拍下 Sandy 看到那一刻的视频。

That grand opening happening today, but we've learned that products have been shipped out of this Durham facility since December of last year. So this is the company's first North America facility show any product shipping around the country coming out of Durham. With Ken Power celebrating this grand opening in North Carolina, the governor said they know we're leading the EV supply chain with more and more battery chips and parts suppliers coming to North Carolina. The governor said the EV goals they already set have been met, so they're now setting new ones. A quick tip of the cap to Ken Power and North Carolina. The CEO of Hyundai North America said we continue seeing great success in our ego friendly lineup with an overall 50% increase year over year. Both EVs and hybrids continue to gain popularity. More importantly, he said there's a lot of negativity in the marketplace right now regarding EVs, which I find really amazing. EVs have been with us for quite a long time and they are not going away. EVs are the future. It's not a question of if, but a question of when. And so from a strategic perspective, we're really focused and dedicated to promoting EVs. A statement I found to be very refreshing given how many CEOs as of late have been talking about pulling back from EVs. Reuters is saying Tesla will stop production at Gigabrelin for five days in June to improve processes in the factory. They did however talk to a Tesla spokesperson who confirmed the dates and it's actually five days that are non-consecutive starting on June 7th and then wrapping up on June 28th. With three days of paused production in between.

今天举行了盛大的开幕仪式，但我们了解到，自去年12月以来，这家位于达勒姆的工厂已经开始出货产品。这是该公司在北美的首个工厂，所有运往全国的产品都来自达勒姆。随着Ken Power在北卡罗来纳州庆祝这一盛大开幕，州长表示他们知道我们在电动汽车供应链方面处于领先地位，越来越多的电池芯片和零部件供应商来到北卡罗来纳州。州长还说，他们已经实现了之前设定的电动汽车目标，因此现在在设定新的目标。向Ken Power和北卡罗来纳州致敬。现代北美的首席执行官表示，我们在环保车型方面继续取得巨大成功，整体销量年同比增长50%。电动汽车和混合动力车的受欢迎程度不断上升。他还特别指出，尽管目前市场上对电动汽车有很多负面情绪，但这令人非常惊讶。电动汽车已经存在很长时间，不会消失，它们是未来。这不是一个是否的问题，而是一个何时的问题。因此，从战略角度来看，我们真的非常专注并致力于推广电动汽车。考虑到最近很多CEO都在谈论撤出电动汽车市场，这番话非常令人振奋。 路透社报道称，特斯拉将在6月停产柏林超级工厂五天以改进厂内流程。不过，他们与特斯拉发言人确认了具体日期，实际停产时间为非连续的五天，从6月7日开始，6月28日结束，中间有三天暂停生产。

There seems to be some confusion around Tesla's 2024.20 software update specifically when it comes to adaptive headlights, matrix lights and working around corners. I believe this post from Tesla newswire gets it right. They said if you're in the US, Canada, Mexico, Puerto Rico or South Korea, your headlights will adapt to the curves of the road. But for now it's lateral only adaptive headlights, not the full on adaptive headlights where they'll actually change pixels for oncoming traffic on straightaways. To tell if your vehicle has the matrix headlights, look toward the outer right portion of the headlamp and look for the circle. No circle light on the right. No matrix headlight. Obviously when looking at the vehicle that's just for the headlamp on the right. Tesla manufacturing posted congrats giga Nevada team on building their 5 millionth drive unit. There is some Tesla employee chatter on the interwebs about how things are going with the testing of 12.4 and it's really not great. Unexpected braking. Yesterday we talked about bugs making the software unusable. The lane indecision or the hesitation is still persisting. The hard stopping and accelerating is still persisting and the hesitation at turns is still persisting. It is interesting that publicly Elon hyped up version 12.4 so much talking about that 5 to 10x reduction in MPI miles per intervention. But reading all of the tea leaves between the delay on the release to actual customers and what we're hearing from those people testing it, it's not a great start.

关于特斯拉2024.20软件更新，尤其是在自适应前照灯、矩阵前照灯和转弯功能方面，似乎存在一些混淆。我认为特斯拉新闻通讯中的这篇帖子说得很准确。他们提到，如果你在美国、加拿大、墨西哥、波多黎各或韩国，你的前照灯会根据道路的弯曲度进行调整。但目前只是横向自适应前照灯，而不是那种能在直路上为迎面而来的交通调节像素的完全自适应前照灯。要判断你的车辆是否配备了矩阵前照灯，可以看看灯具的右外部分有没有一个圆圈。如果右边没有圆圈灯，就没有矩阵前照灯。当然，这里看的是车辆右侧的大灯。 特斯拉制造团队发帖祝贺内华达超级工厂团队生产了他们的第500万个驱动单元。网络上有一些特斯拉员工在讨论12.4版本的测试情况，实际效果并不理想。出现了意外刹车的问题。昨天我们讨论了软件中的一些漏洞使其难以使用。路线判断不清或犹豫的问题依然存在。急刹车和加速的问题依然存在，转弯时的犹豫问题也依然存在。有意思的是，Elon公开对12.4版本进行了大量宣传，声称每次干预的平均里程数（MPI）减少了5到10倍。但是，从延迟发布给实际用户以及测试人员的反馈来看，这个版本的起步并不理想。

This is not at all a reason to panic however I do think it's important to be aware of the ability to now write code for specific problems is no longer there. It may be another few days and dare I say weeks until customers start getting 12.4.1. A Reddit user shared a photo of some new V4 dispensers in Milpedus, California. They're saying the site is still using version 3 cabinets so the speeds are still limited to 250 kilowatts. Norway's largest pension fund, KLP has come out and publicly said they'll be voting against Tesla's plans to redemesticate to Texas and against Elon's 2018 comp plan. They are of course voting in favor for the proposal that would urge Tesla to engage in wage and other labor negotiations. Fidelity is saying that KLP only owns about $162 million worth of Tesla stock. With this one I'll pose the same question that Nick asked, what do you guys think about this Cybertruck light bar wrap? Personally I think it's a cool idea and I'm biased because black is my favorite color but I do think the full light bar all the way across is such a signature of the truck.

这完全不是一个引起恐慌的理由，但我认为有必要意识到，我们现在已经无法为特定问题编写代码了。可能还需要再过几天，甚至几周，客户才能开始收到版本12.4.1。一位Reddit用户分享了一张加利福尼亚州Milpedus的一些新V4加油机的照片。他们称该网站仍在使用版本3的设备，因此速度仍然限制在250千瓦。挪威最大的养老金基金KLP公开表示，他们将投票反对特斯拉将总部迁往德克萨斯州的计划，以及反对Elon Musk的2018年薪酬计划。当然，他们会支持一项建议，即敦促特斯拉参与工资和其他劳工谈判。Fidelity提到，KLP只持有价值约1.62亿美元的特斯拉股票。关于这一点，我想提同样的问题，Nick问你们对此Cybertruck的灯条设计有什么看法？我个人觉得这是个很酷的主意，而且因为黑色是我最喜欢的颜色，我可能有些偏心，但我认为贯穿全车的灯条是这辆卡车的一个标志性设计。

The Nikkei Asia shared this chart and if you just focus on the red line you can see the automobile industry capacity utilization rate taking a dip in quarter one. Not quite yet as low as what happened during the illness but certainly approaching it. The capacity rate for auto factories in China is down to about 65% and they typically try to keep the benchmark around 75%. They also pointed out the capacity utilization rate for any V's in 2023 was only around 47.5%. That data would be slightly skewed given how many new NEV companies have been cropping up in the Chinese market. It's a trend to watch because if those rates drop even further than the push from China to export to the rest of the world to find some new demand will be even stronger.

《日经亚洲》分享了这张图表，如果你只关注红线，你会看到汽车行业的产能利用率在第一季度有所下降。虽然还没有达到疫情期间的低点，但确实在接近了。中国汽车工厂的产能利用率已经降到大约65%，而他们通常希望保持在75%左右。他们还指出，2023年新能源汽车的产能利用率只有大约47.5%。由于中国市场上涌现了许多新的新能源汽车公司，这一数据可能有些偏差。这是一个值得关注的趋势，因为如果这些利用率进一步下降，中国推动出口以寻找新需求的力度可能会更大。

Mary Barra gave a new interview and talking about EV she said I wouldn't say we're recommitting but as we make this transformation it's going to happen over decades. And that's why I could not be more proud of our gas powered fleet as well. We've already known that GM's all electric future was going to be delayed from some initial statements they made years ago but in the same interview she also said we will be just committed because we think in the long term EVs are better. I think over the long term when we have a very robust charging infrastructure people are going to choose EVs because they're better. And look it may not seem like much but I think the more that GM loyal customers and fans here their leader make statements like that the sooner more of them will actually consider buying an EV.

玛丽·巴拉（Mary Barra）最近接受了一次采访，谈到电动车（EV）时，她表示：“我不会说我们在重新承诺，但随着我们进行这场转型，这将会在几十年内发生。这也是为什么我对我们的燃油车队感到无比自豪的原因之一。” 我们已经知道通用汽车（GM）的全电动未来将比他们多年前的一些初始声明有所延迟，但在同一次采访中，她还说：“我们会继续致力于电动车，因为我们认为从长远来看，电动车更好。我认为，从长远来看，当我们拥有一个非常健全的充电基础设施时，人们会选择电动车，因为它们更好。” 而且，虽然这看起来可能不算什么，但我认为通用汽车的忠实客户和粉丝听到他们的领导人发表这样的声明时，更多的人会考虑购买电动车。

In Europe the all electric explorer has officially begun production and is on its way to customers in Europe. Ford has been pretty clear that this vehicle has been designed specifically for Europe so no plans to bring it to the US. In case you see the article out there talking about a Ford patent where they actually talk about a series of electrically connected modules that could be disconnected and swapped. Think Neo battery pack swapping with a twist. However this patent was filed by Ford back in 2018 and given that Neo is still losing money and Tesla is not doing something like this I would be very surprised if Ford ever tried to commercialize this. If you're interested in leasing a Lucid they're now offering a new $3,750 air credit for new leases. They're also offering a $5,000 on site vehicle bonus if you buy one of their inventory vehicles.

在欧洲，全电动探险者已经正式开始生产，并正运往欧洲的客户。福特已经明确表示，这款车是专为欧洲设计的，因此没有计划将其引入美国。如果你看到一篇文章提到福特的一项专利，这个专利谈到了一系列可以电连接并交换的模块，类似于Neo的电池包更换方式，但有一些不同。不过，这项专利是福特在2018年提交的，而且考虑到Neo仍在亏损，特斯拉也没有这样做，我会很惊讶如果福特真的尝试商业化这个专利。如果你有兴趣租赁Lucid的汽车，他们现在提供新的$3,750的空中抵免用于新租赁。此外，如果你购买他们的库存车辆，还可以获得$5,000的现场车辆奖金。

Here we have Ford's US sales and we're just going to focus on year to date through the month of May. Pure EV sales are up 87.8% coming in at 37.2,000 through the first five months of the year. Hybrid vehicle sales have grown 50.9% year over year coming in at 74.000. Mach-E sales are up 88.7% coming in at 18.7.000. F-150 Lightning sales are up 78.5% coming in at 13.000 and on the commercial side their eTransit van is up 111% coming in at 5.3.000. I know the growth percentages seem great but when you actually do the math specifically for the Mach-E that's still less than 4,000 delivered per month. And for the Lightning so far it's been 2,600 per month. Honestly though given all of the production challenges and delays with the Lightning in quarter one pretty encouraging numbers for the Ford EV division.

这里展示的是福特在美国的销售数据，我们仅关注截至5月的年度数据。纯电动车的销量增长了87.8%，在今年的前五个月达到了3.72万辆。混合动力车的销量同比增长了50.9%，达到了7.4万辆。Mach-E的销量增长了88.7%，达到1.87万辆。F-150 Lightning的销量增长了78.5%，达到了1.3万辆。而在商用方面，他们的eTransit货车的销量增长了111%，达到了5300辆。我知道这些增长百分比看起来很棒，但仔细计算特别是Mach-E，每月的交付量仍不到4000辆。而Lightning到目前为止每月交付量是2600辆。不过，考虑到Lightning在第一季度面临的生产挑战和延迟，福特电动车部门的这些数据还是相当令人鼓舞的。

A quick channel update you can now opt into my electrified newsletter and yes for now it's going to be completely free. The link will always be in the description below or you can just go to electrifiednews.com. I need you guys to know I guard my inboxes like Area 51 so I will be very respectful of yours. To start the newsletter will be for the days when I'm unable to upload a video on YouTube. That way when I do resume uploading I don't have to cover that stale news that I know many of you have already seen. Let's say it's a Wednesday and for whatever reason I can't actually sit down, record, edit and upload a video. I still always follow the news so I'm going to gather all of it as I would and then type it up into a 3-5 minute digestible form. This way if I resume uploading on Thursday then everybody's already in the loop from Wednesday and the Thursday episode will be specific for Thursday news. It's not just for that though I also plan to use this as an outlet to do more of that deep dive research and analysis that I have not done as much on electrified as of late and that's been the case because I haven't wanted electrified videos to become prohibitively long. I know a lot of you just want the news and the data and that's what I try to provide. I do have a few other things planned along the way as a thank you for all of your support and for trusting me with your email inbox. And finally if my YouTube channel was ever taken down this will give me a way to communicate with everybody on what's next. And of course you can always opt out at any time so again it's electrifiednews.com and it'll always be in the description below.

快速频道更新：你现在可以选择订阅我的电子化通讯，而且目前这项服务是完全免费的。链接会一直放在下面的描述中，或者你可以直接访问electrifiednews.com。我希望大家知道，我会像保护51区一样保护我的收件箱，因此我也会非常尊重你的收件箱。 首先，这个通讯是在我无法在YouTube上传视频的日子里用来更新大家的。这样，当我恢复上传时，就无需覆盖那些你们已经看过的陈旧新闻。比如说，如果某个星期三因为某种原因我无法坐下来录制、编辑和上传视频，我仍然会跟进所有新闻，并将其整理成3-5分钟的简明形式。这样，如果我在星期四恢复上传，每个人都已经掌握了星期三的最新资讯，星期四的视频会专注于当天的新闻。 不仅如此，我还计划利用这个通讯进行更多深入的研究和分析，这是我最近在频道上做得不够的，因为我不希望视频变得过长。我知道很多人只想要新闻和数据，这是我努力提供的。我还计划了一些其他内容，作为对各位支持和信任我的邮箱的感谢。 最后，如果我的YouTube频道被取消，这个通讯将成为我与大家沟通下一步计划的途径。当然，你可以随时取消订阅，所以请再次访问electrifiednews.com，链接会一直在下面的描述中。

Australian Energy Giant Origin has launched a new service on its smartphone app that'll allow Tesla owners to fully charge their car for less than the price of a cup of coffee. The company is saying this marks the first time an energy retailer in Australia has allowed automated EV charging in their app. This program will give Tesla owners access to a charging rate of 8 cents per kilowatt hour. It's really a fancy way to incentivize scheduled charging and avoid the peak charging times. Origin expects this EV power-up service could save eligible Tesla drivers up to $452 every year. The company said we're starting with Tesla vehicles, the most popular EV brand in Australia, and look forward to progressively expanding EV power-up to support a range of EV models in the near future. As part of Tesla's spring update 2024.14, Tesla is now adjusting the auto-wiper sensitivity if the driver presses the wiper button while the wipers are set to auto. Doing that will temporarily increase the sensitivity of the wipers. This means Tesla is now using user input to actually train the neural nets when it comes to the auto wipers. So not only can we train FSD but now we can also train the wipers too.

澳大利亚能源巨头Origin在其智能手机应用上推出了一项新服务，使得特斯拉车主能够以比一杯咖啡还低的价格为他们的汽车充满电。公司表示，这是澳大利亚首个允许在应用中自动进行电动汽车充电的能源零售商。这项计划将为特斯拉车主提供每千瓦时8分钱的充电费率。实际上，这是一种鼓励按时间表充电、避免高峰充电时段的特别方式。Origin预计，这项电动汽车充电服务每年可为符合条件的特斯拉驾驶员节省最多452美元。公司表示，我们首先从特斯拉车辆开始，因为它是澳大利亚最受欢迎的电动汽车品牌，并期待在不久的将来逐步扩展服务，支持更多的电动汽车型号。 作为特斯拉2024.14春季更新的一部分，如果司机在自动模式下按下雨刷按钮，特斯拉现在可以调整雨刷的灵敏度。这样做会暂时增加雨刷的灵敏度。这意味着特斯拉现在利用用户输入来训练自动雨刷的神经网络。不仅可以训练自动驾驶功能，现在我们也可以训练雨刷了。

Tesla stock closed the day at $174.77 down 0.86% while the NASDAQ was up 0.17%. It was yet another lower volume day for Tesla trading about 31 million shares below the average volume the past 30 days. If there was ever a time to root against the inverse Kramer, now is that time as Jim just said, I am not a seller of Tesla. I think he wins the vote and the stock goes higher. 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.

特斯拉股票在当日以174.77美元收盘，下跌了0.86%，而同期纳斯达克指数上涨了0.17%。这一天特斯拉的交易量再次偏低，大约为3100万股，低于过去30天的平均交易量。如果有一个时机可以反对逆向投资者（指与知名股票分析师Jim Cramer观点相反的人），那就是现在，因为Jim刚刚表示，他不会卖出特斯拉股票。他认为投票能赢，股票会涨。希望大家今天过得愉快。如果你喜欢这个视频，请点赞。你可以通过下方某平台（X）找到我，特别感谢所有支持我的Patreon用户。