New Tesla Board Interviews / Tesla's FSD 12.4.1 / Elon's Next Comp Plan ⚡️

Welcome to Electrified, it's your host Dylan Lumis. First up today, huge shout out to Amy as she has obtained council to challenge the plaintiff's fee request in Elon's comp plan case. Remember that six billion with a B dollar fee that they were requesting? Well, Amy is now fighting back against that on behalf of all of Tesla shareholders. So Amy, Godspeed, the word is she has a pretty killer legal team, including the former SEC commissioner. If you want to follow along with the case, I'll have this link below. A user on the TMC forum shared a picture of the Model S in the new lunar silver color. In this case, I think it's fairly apparent that pictures are not going to do it justice, but for now, it's the best we have. Tesla board member Robin Denholm gave a new 15 minute interview to CNBC. Here are the highlights and we do have to read between the lines. If the pay package is not approved by shareholders, what do you think would happen? Yeah, well, obviously that's something the board has spent quite a bit of time deliberating. And when we were assessing all the different options after the January judgment came out. This is the best option ratifying the plan is the best option. Clearly, if it doesn't pass, then there are other alternatives, but none of them are as good from a shareholder position.

欢迎来到Electrified，我是你的主持人Dylan Lumis。今天首先要特别感谢Amy，因为她已经获得法律顾问，准备在Elon的薪酬计划案中挑战原告的费用请求。还记得他们要求的那60亿美元费用吗？现在，Amy正在代表所有特斯拉股东反击。所以，Amy，加油，有消息称她有一个非常强大的法律团队，其中包括前SEC委员。如果你想跟进这个案子，我会在下面提供一个链接。 一个TMC论坛的用户分享了银色月光新款Model S的照片。在这情况下，我觉得照片未必能完全展现它的美，但是目前这是我们所拥有的最佳参考。 特斯拉董事会成员Robin Denholm接受了CNBC的一个15分钟的新采访。以下是采访的要点，我们必须仔细解读。如果薪酬方案未能获得股东批准，会发生什么呢？嗯，显然董事会在这方面已经花了很多时间进行讨论。当我们在一月判决出来后评估所有不同的选项时，这个方案是最佳选择。很明显，如果没有通过，那么还有其他备选方案，但从股东的角度来看，没有一个能比这更好。

So, I think the perspective is actually ratifying the plan. There are some lawyers who have suggested, even if it is approved by shareholders again, that a court could strike it down and not accept this new ratification, if you will. Well, that is possible. But quite frankly, if you sit back, that's actually quite detrimental from a shareholder primacy perspective. And again, if this for some reason is not approved, or if a court were to try to prevent this from being approved, what would the next steps be? Is it possible that Elon Musk, by the way, could ultimately sue Tesla? Well, the good part about the legal system in the US is anybody can sue anybody. But by the same token, that's not something that he has talked to the board about or anything like that. It is possible. Is it probable? I don't know.

所以，我认为现在的观点其实是在确认这个计划。有些律师建议，即使股东再次批准了这个计划，法院也可能会将其驳回，不接受这种新的确认。这是有可能的。但坦率地说，如果你仔细想想，从股东至上的角度来看，这实际上是相当有害的。再说一次，如果由于某种原因这个计划没有获得批准，或者如果法院试图阻止这个计划的批准，下一步该怎么办？顺便说一下，埃隆·马斯克最终可能会起诉特斯拉吗？好的一点是，美国的法律体系允许任何人起诉任何人。但同样地，这不是他与董事会讨论过的事情或者类似的内容。这是可能的，但是否可能发生我并不清楚。

But from an option perspective, in terms of different alternatives, as I said, putting in a new compact package is an alternative. But none of those alternatives are actually as good as ratifying the plan for shareholders. Because as we talked about before, there'd be an increased cost, there'd be demotivation at the end of the day.

但从选择的角度来说，就不同的替代方案而言，正如我之前所说，采用一个新的紧凑方案是一种选择。但这些替代方案其实都不如批准现有计划对股东有利。因为正如我们之前讨论的那样，这会提高成本，并最终导致士气低落。

So when you read different questions about incentives, longer term, for Elon, which is, he's obviously enormously wealthy. How are you going to incentivize him in the future? I know we're really only six years into what is a ten year plan, and there's still five years of vesting that have to take place. And I'm not sure shareholders always appreciate that piece either.

那么，当你看到关于激励埃隆长期发展的各种问题时，会怎么想？他显然已经非常富有了。未来你们会如何激励他呢？我知道我们仅仅是十年计划中的第六年，还有五年的股权尚未归属。我不确定股东们是否总是理解这一点。

So when we constructed the 2018 plan with outside help and also understanding the motivations, obviously big audacious goals are what drive Elon in terms of motivation. But we wanted to put this in for the long term. So it is a ten year plan. Even after he exercises the shares, he must hold them for another five years. And that hasn't even started yet. So he has not exercised one share under this, this program.

所以，当我们在2018年制定这个计划时，我们借助了外部的帮助，并理解了各种动机。显然，宏大的目标是激励埃隆的动力所在。但我们希望这个计划能够持续很长时间。因此，这个计划是十年的。即使他行使了股票，也必须再持有五年。而这一切还没有开始。他还没有在这个计划下行使一股股票。

So we have a lot of runway under this existing plan, which is why we want it ratified. I think many people, including myself, were thinking, well, if Elon gets his 2018 comp plan back and settled in 2025, maybe they start talking about and announce a new pay package sometime in 2026. But from Robin's comments, it may not be until 2028 or later. This is not at all something I'm ready to predict, but for me, it was a slight shift in my expectations.

所以我们在现有的计划下还有很多发展空间，这也是为什么我们希望能通过它。我认为很多人，包括我自己在内，都在想，如果埃隆（马斯克）的2018年薪酬计划能在2025年恢复并结算，也许他们会在2026年某个时候开始讨论并宣布一个新的薪酬方案。但是从罗宾的评论来看，这可能要到2028年或更晚的时间。这完全不是我能预测的事情，但对我来说，这稍微改变了我的预期。

From a Tesla perspective, so we have built out a significant compute with GPU capability already. We have a second phase. We're actually building a new data center in Texas. As we speak, it won't come online until August. What do you tell him about speaking publicly about politics? Everyone is entitled to their own view. So from our perspective, we monitor. Do you monitor his tweets? Absolutely. How does that work? It's very interesting, actually. The range and breadth of tweeting that happens.

从特斯拉的角度来看，我们已经建立了一个具有强大GPU功能的计算系统。我们还有第二阶段，现在正在德克萨斯州建一个新的数据中心。这个数据中心要到八月份才能投入使用。 你们如何看待公开讨论政治？每个人都有权表达自己的观点。从我们的角度来看，我们会进行监测。你们会监测他在推特上的发言吗？当然会。这是怎么实现的呢？其实非常有趣，推特上的发帖范围和广度都很惊人。

But definitely, if things that he talks about that are not associated with Tesla but are associated with politics or anything else. And we, as bored, aren't comfortable with the point of view or they've been misinterpreted or whatever, we'll lean into that conversation. Again, not in public because, quite frankly, that's not helpful to anybody.

但毫无疑问，如果他谈论的事情不是与特斯拉相关，而是与政治或其他任何事情相关。而我们作为董事会，对他的观点感到不舒服，或者这些观点被误解了，我们会参与那次对话。当然，不会在公众面前讨论，因为坦率地说，那对任何人都没有帮助。

Tesla has released a limited edition Mescal, Smoky and Flora with a smooth finish with a pretty slick looking black bottle. There are some differences between Mescal and Tequila, but typically, Mescal is a bit on the pricier side due to the limited production. Tesla's bottle is $450. For now, it's only available in select states. It'll be produced by Nesotros, Tequila and Mescal, and orders will begin shipping in three to six weeks.

特斯拉发布了一款限量版的梅斯卡尔酒，这款酒带有烟熏和花香，口感顺滑，瓶子是非常酷的黑色设计。虽然梅斯卡尔和龙舌兰酒有一些区别，但通常梅斯卡尔价格会稍贵一些，因为产量有限。特斯拉的这款酒售价为450美元。目前，这款酒只在部分州有售。它将由Nesotros公司生产，这家公司专门生产龙舌兰酒和梅斯卡尔酒。订单将在三到六周内开始发货。

As I said over on X, in a few years, I'll be ready to celebrate. Tesla's offering a new three-year APR of 1.99%, but this is for a limited time and only for the Model 3 and it excludes the performance variant. Cybertruck owners are getting a letter from Tesla telling them they're eligible to receive a $2,500 voucher to buy PowerShare home backup equipment.

就像我在X上说的，再过几年，我就准备好庆祝了。特斯拉现在提供一个新的三年期年利率1.99%的贷款，但这是有时间限制的，而且只适用于Model 3，不包括性能版。Cybertruck的车主会收到特斯拉的一封信，告诉他们有资格获得一张价值2500美元的代金券，用于购买PowerShare家庭备用设备。

If they don't want to use it for that, they can also use the voucher to buy items at the Tesla shop, but there are some stipulations. For the PowerShare install, it's only for owners who have a Tesla certified installer in their area. And for the voucher in the Tesla shop, the word is you're limited to one transaction. We don't cover X much on the channel, but there is no shortage of interesting developments happening at Elon's newest venture.

如果他们不想用它来做那个，他们也可以用代金券在特斯拉商店购买商品，但有一些规定。关于 PowerShare 的安装，仅限于所在地区有特斯拉认证安装师的车主。而在特斯拉商店使用代金券，据说只能进行一次交易。虽然我们在频道上很少讨论 X，但埃隆最新的企业确实有很多有趣的进展。

Content censorship is full of landmines, and given the current media landscape, no one is immune to being fed propaganda. And that's just part of why I'm such a big supporter of Ground News, the sponsor of this video. Ground News is how I get my breaking news because I can instantly discern any political bias.

内容审查充满了陷阱，而且鉴于当前的媒体环境，没有人能免于被灌输宣传。这也是为什么我如此支持Ground News，这个视频的赞助商的原因之一。通过Ground News，我能及时获取突发新闻，并且可以立即辨别出其中的政治偏见。

For this story about YouTube censorship, 10 of the sources lean left and 4 lean right with the remainder in the center. One of my favorite things about Ground News though is it's not algorithm based, so there are no echo chambers. Every reader sees the same unbiased newsfeed. Many of you have reached out to me unprompted to tell me how much you've been enjoying the platform.

关于这篇有关YouTube审查的报道，其中10个来源偏左，4个偏右，其余的在中间。不过，我最喜欢Ground News的一点是，它不是基于算法的，所以没有回声室效应。每个读者看到的都是同样的无偏新闻内容。很多人主动联系我，告诉我你们多么喜欢这个平台。

With the bias comparison feature within seconds, I can see what each side is emphasizing. Ground News gives you direct links to all of the sources, and they have these tags, so it'll tell you who owns each source, and it'll tell you the factuality, which helps me to avoid reading fluff pieces. I have a custom list for breaking Elon and Tesla news, but this year I found the most value in the election page.

通过偏见比较功能，我可以在几秒钟内看到每一方的侧重点。Ground News 提供所有来源的直接链接，并且它们有标签，显示每个来源的所有者和真实性信息，这帮助我避免阅读不实报道。我有一个专门针对埃隆·马斯克和特斯拉新闻的定制列表，但今年我发现选举页面最有价值。

This is where you can get the latest news on each candidate and check the blind spot feature to see what stories are being disproportionately reported by either side. You can head to ground.news.electrified linked below to get 40% off the vantage plan, which is what I use, or if it's easier, you can use the QR code right on the screen. In case you saw this post from Sawyer about Tesla's inventory discounts being back, he did correct himself, this was just a mistake. And checking the inventory confirms that there are currently no discounts. Greg on X shared a screenshot from Jeff Roberts drone flyover video showing some new eager equipment being delivered to Gigatexas. It's still just speculation at this point, but there is a good chance the new equipment is for the next gen vehicles. For warning, if you don't want your blood pressure to rise, just skip this chapter. Listen to what former Tesla board member Steve Wesley has to say. I assume you're still, and I might be wrong, a shareholder, but either way, I'm curious as to how you would vote on the compensation package. Yes or no? Well, I think I told him to vote. No. Look, Elon's done an extraordinary job. He's built one of the transformational companies in the age that asked him for a $55 billion pay increase, precisely the time when you've missed quarterly numbers, growth is slowing down, and you've laid off 15% of the workforce is, I'd say, cubers would say least. This is already factually incorrect from Steve. Elon is not asking for a pay raise. He's just asking to be paid.

这就是您可以获取每位候选人最新消息的地方，并检查盲点功能，看看哪些新闻被双方不成比例地报道了。您可以前往下面链接的ground.news.electrified网站，享受40%的优惠，这是我使用的计划，或者如果更方便，您可以使用屏幕上的二维码。 顺便提一下，如果您看到了Sawyer关于特斯拉库存折扣回归的帖子，他已经更正了自己，这只是个误会。检查库存后确认，目前并没有折扣。 Greg在X平台分享了一张截图，来自Jeff Roberts的无人机飞越视频，显示一些新的设备被运送到Gigatexas。目前这只是猜测，但很有可能这些新设备是为下一代车辆准备的。 提醒一下，如果您不想血压升高，请跳过这一章节。听听前特斯拉董事会成员Steve Wesley怎么说。我想您仍然是（但可能我错了）一个股东，但无论如何，我很好奇您会如何对薪酬方案投票，是或否？ "我认为我告诉他投反对票。看，Elon做了非凡的工作，他创建了这个时代一个具有变革性的公司，但在季度业绩不佳、增长放缓并裁员15%的时候要求55亿美元的加薪，我会说至少是令人吃惊的"。 Steve的这段话已经在事实上不正确。Elon并不是要求加薪，他只是要求得到应有的报酬。

The real story here is going to be that an awful lot of the world's pension funds, including CalPERS and CalSTRS, raised on the board. Highly likely to vote. No, I think that's what's likely to push a no vote. It's going to be pie-troll in the next week. I think everybody's going to be watching me first. So why, you know, why judge it now as opposed to think about, well, isn't he deserving of something that he was contractually due? Well, let me tell you exactly what. If you look at his performance over those years, it was spent. 2021 Tesla had 71% growth. 2022, 51% growth. These are software type numbers. That's why Tesla rocketed into the top 10 market cap companies of the world. And I think at that point, he probably deserved it. But if you look at what's happened with growth over the last few years, last year down to 19%, this year could well be in single digits. Profitability coming down. The facts on the ground have changed. And I think that's why you're likely to see shareholders coming back with a very different perspective.

这里的真实故事是，世界上很多养老基金，包括加州公共雇员退休系统 (CalPERS) 和加州教师退休系统 (CalSTRS)，都已经准备好表决。高度可能会投反对票。我认为这可能会推动反对票的出现。接下来的一个星期会非常关键。我想大家会首先关注我的立场。那么，为什么现在就判断，而不去考虑他是否应该得到他合同上应得的东西呢？让我告诉你具体原因。如果看他这些年的表现，实在令人关注。2021年，特斯拉增长了71%。2022年增长了51%。这是软件行业的增长数字。这就是为什么特斯拉冲进了全球市值前十的公司之一。在那时，我认为他可能是应得的。但如果你看看过去几年的增长情况，去年的增速下降到了19%，今年可能跌到个位数。盈利能力也在下降。实际情况已经发生了变化。这就是为什么股东们可能会有非常不同的看法。

The world is moving electric, but the world is increasingly and at a quicker pace moving to hybrid. The growth is not in high risk now or in the foreseeable future. If you're the fastest point segment in the EV market, it is still all in units. Look at BYD. The reason for that is the constant batteries continues to go down. I mean, how detached from reality can one be? There was no asterisk in Elon's 2018 comp plan that said after he hits those targets, if then things go south, well, then he's not going to get any money. There was a contract put in place, all of the targets were hit, and at that point the contract should be sealed...

世界正在向电动化发展，但实际上，世界正以更快的速度转向混合动力。现在和可预见的未来，增长并不具有高风险。如果你在电动汽车市场中处于最快的细分领域，那仍然只是在单位数量上。看看比亚迪。原因在于电池成本持续下降。我是说，一个人能与现实脱节到什么程度呢？埃隆（马斯克）2018年的薪酬计划中没有注明一个星号，说如果他达到了那些目标，但情况变糟了，他就得不到任何钱。合同已经到位，所有目标都达成了，在这一点上合同应该执行……

Anything happening after that has nothing to do with this comp plan. And more minor, but Steve said currently growth is not in hybrids. Well, maybe he's not paying attention to the latest data because it actually is. And referencing BYD doesn't actually make his case the way he thinks it does because they're still selling 50% hybrids. But for a former Tesla board member to come out publicly with this take when he was at the company back in 2007 and watched Elon closely build it from what it was to what it is today, to me it's just crazy, but here we are.

在那之后发生的任何事情都与这份方案无关。而且还有一个小问题，Steve说目前增长不在混合动力车上。嗯，也许他没有注意到最新的数据，因为实际上增长是存在的。而且，用比亚迪作为例子并不能支持他的观点，因为比亚迪仍然有50%的销量是混合动力车。但是，对于一位前特斯拉董事会成员来说，公开发表这种看法真是让人难以置信，尤其是考虑到他自2007年起就在公司，亲眼见证了Elon Musk将公司从过去打造成今天的模样，但现在事情就是这样。

China has granted approval for the first group of nine automakers to roll out level three automated driving. In the plan, drivers in the test vehicles are allowed to take their hands off the wheels with automakers and fleet operators taking responsibility for safety. The ministry said the trial would pave the way for further commercialization of more advanced automated driving. The only mention of Tesla in the article was reminding us that they're preparing to deliver FSD to China users within the year. I just wanted to say I would not take this news to mean this is bad news for Tesla because they were excluded, but Tesla's FSD is still technically level two, and this approval seems to be only for level three, the automakers ready to take that responsibility.

中国已批准首批九家汽车制造商推出三级自动驾驶。根据计划，测试车辆的驾驶员可以手离方向盘，由汽车制造商和车队运营商负责安全。交通部表示，这次试验将为更先进的自动驾驶商业化铺平道路。文章中唯一提到特斯拉的地方是提醒我们，他们计划在今年内向中国用户交付FSD（全自动驾驶）。我只是想说，不要因为特斯拉未被列入名单就认为这是对特斯拉的不利消息，因为特斯拉的FSD技术仍然是二级，这次的批准似乎只针对准备承担责任的三级自动驾驶汽车制造商。

There have been a fair number of Tesla owners actually unsubscribing from FSD with the hopes that after they do that, then they'll be upgraded to the new spring software update since that's on a future branch. However, you may not need to roll the dice or wait any longer. Chuck Cook said 12.4.1 is going out to employees now is on build 2024.15.5. He said that's good news for catching up to the spring update, but it gets better as Sawyer said 12.4.1 includes the spring update. So maybe just another two weeks or so before a wide release of 12.4.1 which would include the spring update. With this one, if you're not familiar, Holmars has been known to be sarcastic at times so we can't always take him at his word, but he did say FSD has been achieved internally. If this were to be true, which is a major if just means that one of the future software updates Tesla is already testing, whether it's 12.5 or .6 or version 13, whatever it is, it would be looking so promising that the bleeding edge technology has it figured out, which is typically six to 12 months ahead of what the public is seeing.

有相当多的特斯拉车主为了能升级到包含春季更新的新软件版本，而选择取消订阅完全自动驾驶（FSD）。不过，你可能不需要再碰碰运气或等待太久了。Chuck Cook 说12.4.1版本的更新已经开始推送给员工了，这个版本的构建号是2024.15.5。他表示这是赶上春季更新的好消息，更好的消息是Sawyer提到12.4.1版本已经包含了春季更新。所以再等大约两周左右，12.4.1可能会全面发布，并且包含春季更新。如果你不熟悉情况，需要注意的是，Holmars以往有时会说些讽刺的话，所以我们不能完全相信他的话，但他说FSD已经在内部实现了。如果这是真的（这是个很大的“如果”），这意味着特斯拉正在测试的某个未来软件更新，比如12.5、12.6或者13版本等，看起来非常有前景，领先的前沿技术已经被掌握，而这些技术通常比公众看到的早6到12个月。

Finally, I would add the major caveat that solving it internally is a very different thing than solving it publicly. In Tesla's API, you can also now see a rider quality score. For people that use a future Tesla ride-hill service, they can actually be given a rating. It also provides a username, email, and profile picture, which would pave the way for only accepting riders that meet certain criteria.

最后，我要补充一个重要的警告，内部解决问题和公开解决问题是非常不同的。在特斯拉的API中，现在你可以看到一个乘客质量评分。对于使用未来特斯拉叫车服务的人，他们实际上可以得到一个评分。API还会提供用户名、电子邮件和个人头像，这可以为只接受符合某些标准的乘客铺平道路。

There are people out there complaining about how Tesla's handling the situation. Someone who just bought a Cybertruck separated from his wife, and he's now forced to live in an apartment with a parking garage that can't really accommodate the size of the Cybertruck. The word is, Tesla is refusing to let him return it or sell it. It would be great if Tesla could solve everyone's problems, but I think this is a simple case of opening the can of worms. If Tesla were to do something like this for one person, then that opens the door for them to have requests like this all the time. I understand I may be in the minority with that take, but I would be curious to hear what you guys think about this. Speaking of the Cybertruck, some accounts out there were saying that the first Cybertruck delivery in Europe took place, but that's just not accurate. First of all, I believe that technically Monaco is not an EU member state. But even if it was, Prince Albert II is just driving the Cybertruck for an event not actually taking delivery. The Cybertruck is just serving as an exhibit before it hits the road again for its European tour. So yes, the Cybertruck will be making its way around Europe, but no deliveries in Europe are not a thing.

有人在抱怨特斯拉处理问题的方式。最近有个人刚买了Cybertruck，就和妻子分居了。现在他只能住在一个带停车库的公寓里，但那个车库根本放不下Cybertruck。据说，特斯拉拒绝让他退车或卖车。大家都希望特斯拉能解决所有人的问题，但我觉得这就是打开了一个潘多拉的盒子。如果特斯拉为一个人做了这样的事情，就有可能不断接到这样的要求。我知道我的看法可能是少数，但我想听听大家的意见。 说到Cybertruck，有些消息称第一辆Cybertruck在欧洲交付了，但这并不准确。首先，我认为摩纳哥技术上不是欧盟成员国。不过即使它是，阿尔贝二世亲王只是为了一个活动开Cybertruck，并不是实际交付。Cybertruck只是作为一个展示车，然后会继续它的欧洲巡回之旅。所以，Cybertruck会在欧洲各地展示，但并没有在欧洲实际交付。

Tesla's self-serve driving demo is now expanding to Canada. If you're not familiar, it's just a program where you can schedule a test drive only for a Model 3, Model S and X are currently not involved in the program. You do the whole process without the need for a Tesla employee. The first Canadian locations to offer the service will be in Quebec Monday through Friday 11 to 7.

特斯拉的自动驾驶演示现在正在扩展到加拿大。简单来说，这只是一个你可以预约试驾Model 3的项目，目前Model S和Model X不包括在内。整个过程不需要特斯拉员工的参与。加拿大第一个提供这项服务的地点将在魁北克，时间是周一到周五的上午11点到晚上7点。

Rivian has dropped the details for its refresh of its R1 line, the R1S and R1C. They're saying deliveries will begin immediately, but if you go on their website, it's actually saying between August and September for the refreshed version. There are actually hundreds of changes here, so we won't be going through all of them, but some of the major ones. These vehicles will now include a heat pump, and they will have a fully re-engineered suspension system.

Rivian 已经公布了其 R1 系列的新改款细节，包括 R1S 和 R1C。他们声称交付会立即开始，但在官网上显示，改款版本的交付时间实际是在八月到九月之间。这次改款有上百项变化，我们不会逐一介绍，但会提一些主要的变化。这些车辆现在将配备热泵，同时还拥有全新设计的悬挂系统。

As someone who's using FSD more and more, I'm always curious what the 8-ass on these new vehicles is like. These new Rivian vehicles will have 11 cameras, 5 radars, and 10 times more compute power than the previous system thanks to using Nvidia chips. There are new, more premium interior options for the 2025 models.

作为一个越来越多使用全自动驾驶的人，我一直很好奇这些新车的八向摄像头系统是怎么样的。新的Rivian车型将配备11个摄像头、5个雷达，并且由于采用了Nvidia芯片，其计算能力是之前系统的10倍。2025款车型还将提供新的、更高端的内饰选项。

One of the most talked about is this electronically tinted glass roof that you can change with the touch of a button. They said the headlights have been redesigned to eventually include adaptive drive beam technology, which should be activated with a software update later this year. So now it's not just Tesla owners waiting for this, but Rivian owners as well. The new software UI does look pretty cool, almost like a video game, which makes sense because it's powered by Unreal Engine.

最受关注的功能之一是这款电子调光玻璃天窗，只需按一下按钮就能改变颜色。他们还提到车头灯已经重新设计，未来会包含自适应驾驶光束技术，这项功能预计将在今年晚些时候通过软件更新启用。所以现在不仅是特斯拉车主在等待这个功能，Rivian车主也在等待了。新的软件用户界面看起来非常酷，几乎像一个视频游戏，因为它是由虚幻引擎驱动的。

The new keyless entry option that can be added to your Apple wallet or some Google pixels. Sadly though, they're still using a CCS port, no NACs yet. Your range will obviously vary based on the trim level and wheels and all of that, but the new MAX range is 420 miles, which was up from 410 before. The highest end R1T now has 1,025 horsepower and does 0-60 seconds in under 2.5 seconds, and the Cyber Beast does it around 2.6 seconds.

新的无钥匙进入选项可以添加到你的Apple钱包或一些Google Pixel设备中。不过，令人遗憾的是，他们仍在使用CCS接口，还没有NACs接口。续航里程显然会因车型和轮子的不同而有所变化，但新的最大续航里程为420英里，比之前的410英里有所提升。高端的R1T现在拥有1,025马力，可以在2.5秒内完成0-60英里的加速，而Cyber Beast大约需要2.6秒。

These updates are really nice, but for Rivian it's still going to come down to when they can get close to making a profit because so far they're still not close. One thing not many people are talking about was that this refresh had a major goal of driving significant COGs reduction, so we'll wait to see what Q3 and Q4 look like. Part of that cost reduction will be driven with the battery packs, and now some of these vehicles on the entry level trims will use LFP packs.

这些更新确实很不错，但对Rivian来说，关键还是要看他们什么时候能接近盈利，因为到目前为止，他们还没有接近盈利。大家没怎么提到的一点是，这次改进的一个主要目标是大幅降低成本，所以我们要等着看看第三季度和第四季度的情况。成本降低的一部分将来自电池组，现在一些入门级车型将使用LFP电池组。

And for the pricing, for the R1S, it'll start at $75.9,000, and for the R1T, it'll start at $69.9,000. I would love to see Rivian succeed and be thriving 5-10 years from now, but they're still losing $40,000 per vehicle sold, and anybody can make a great car. The question is, can you do it while making a profit before you run out of money or before you lose the ability to raise capital?

关于价格方面，R1S的起价是75.9万美元，而R1T的起价是69.9万美元。我希望Rivian能够在未来5到10年内成功和繁荣，但目前他们每卖出一辆车就亏损4万美元。任何人都可以制造一辆好车，问题在于你能否在资金耗尽或失去筹集资金能力之前实现盈利。

Overall, it's a great looking update. Things like the camera fidelity and quality has been improved significantly. There are new wheel and aesthetic options, the prior generation of radars have been replaced for new ones which are supposed to have better accuracy. They're now using a high pressure die casting system to improve the pack's structural integrity, and they're saying the autonomy platform will enable hands-free driving by the end of this year. The EV transition desperately needs more options, and I think these are very attractive vehicles.

总体来说，这是一次非常出色的更新。相机的清晰度和质量得到了显著提升。新增了轮胎和外观选项，以前的雷达也被新的更精确的雷达替代了。他们现在使用高压铸造系统来提高车身结构强度，并宣称在今年年底前能够实现自动驾驶。这次更新非常有吸引力，对于电动汽车的发展也是急需的更多选择。

As I said, let's see if Rivian can get their costs under control. We have GM with yet another EV-related delay. GM is now reassessing its timeline for production at its plant in Ontario, which is being converted to build electric drive units. They said we will continue with our long-standing strategy of building to demand for our propulsion technologies. Clearly, demand for their EVs is not where they had anticipated.

正如我所说的，让我们看看Rivian能否控制他们的成本。与此同时，通用汽车又一次推迟了与电动汽车相关的项目。通用汽车目前正在重新评估其位于安大略省的工厂的生产时间表，该工厂正在转换为制造电动驱动单元。他们表示，我们将继续坚持根据需求来生产我们的推进技术。显然，他们对电动汽车的需求并没有达到预期。

Adam Jonas and Morgan Stanley put out a new Tesla stock note, basically just using a lot of words to say that in the future, the data center electricity demand will be much higher than it is today. Their conclusion of how that's relevant for Tesla, they said Tesla's capability in distributed energy generation, solar and storage, power wall megapack, may hold some important cards in the evolution of the US grid as energy usage of compute and data grows. You know, not to be too harsh, but I'm thinking in my head, thanks for that one captain obvious.

亚当·乔纳斯和摩根士丹利发布了一份关于特斯拉股票的新报告，主要就是用很多词来说明未来数据中心的电力需求将比现在高得多。至于这对特斯拉的相关性，他们得出的结论是，特斯拉在分布式能源生成、太阳能和储能（包括电力墙、超级电池组）方面的能力，可能在美国电网随计算和数据的能源使用增长过程中，扮演一些重要角色。你知道，我不想太苛刻地说，但我心里在想，这真是废话，连小学生都看得出来。

Tesla stock closed the day at $177.94, up 1.68% while the NASDAQ was down 0.09%. It was another low volume day for Tesla trading about 15 million shares below the average volume the past 30 days, which has also been steadily on the decline.

特斯拉股票当天收盘价为每股177.94美元，上涨了1.68%，而纳斯达克指数则下跌了0.09%。当天特斯拉的交易量较低，约为1500万股，不及过去30天的平均交易量，并且交易量持续下降。

We don't really cover SpaceX on the channel, there are many other channels that do it much better than I could, but all I have to say. Awesome stuff achieved by their team. What Elon said really gets to the core of one of the main reasons I started supporting Tesla over a decade ago, in the first place, he said nothing unites us more than working together towards inspiring objectives.

我们在频道里其实并不经常讨论SpaceX，有很多其他频道做这方面的内容比我做得好得多。但我不得不说，他们团队取得了非常棒的成就。埃隆所说的，真正触动了我的内心，这也是我十多年前开始支持特斯拉的一个主要原因。他说，没有什么比为了激励人心的目标一起努力工作更能团结我们了。

That right there is the focus we need back in the Tesla community. And don't forget the electrified newsletter is now live, it'll always be in the description below, or you can head to electrifiednews.com.

这句话正是我们需要回到特斯拉社区的关注点。别忘了，电动新闻通讯现已上线，链接会一直在下面的描述中，或者你也可以访问 electrifiednews.com 网站。

Don't forget check out ground news linked below, grab that 40% off the vantage plan if you're interested. 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. Thank you for watching.

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