Tesla Surprises With Optimus Deployment / Open Letter to Tesla / Tesla Supercharger Rewrite ⚡️

Welcome to Electrified, it's your host, Dilunumus, quick shoutout to my newest patron, Eric S, my man. Thank you for choosing to support the channel. We now have some Nordic brokerages that are actually allowing retail investors to vote their Tesla shares, something that historically they haven't done. This departure from their regular practice is thanks to significant interest from investors and online comments from Elon. Two Swedish platforms of Onza and Nordnet have said they've decided to let investors vote after many customers requested to do so. A Nordnet spokesperson said Elon made it clear it's important for him that the shareholders of Tesla make their voice heard on this year's AGM. Avonza said its decision was based on requests from its customers and the fact that Tesla was one of the most owned stocks on the platform.

欢迎来到Electrified频道，我是你的主持人Dilunumus，先向我的最新赞助者Eric S致敬，兄弟，谢谢你选择支持这个频道。现在有一些北欧的经纪公司实际上允许散户投资者对他们持有的特斯拉股票进行投票，而这是之前他们从未做过的。这次的改变要归功于投资者们的大量关注以及埃隆·马斯克在网上的评论。两家瑞典平台Avanza和Nordnet表示，在许多客户的请求下，他们决定允许投资者投票。Nordnet的一位发言人说，埃隆表示，今年的年度股东大会上特斯拉股东的声音对他来说非常重要。Avanza则表示，他们的决定是基于客户的请求以及特斯拉是该平台上持有量最多的股票之一的事实。

As we talked about in the newsletter yesterday, there are certainly some positive developments when it comes to the voting. However, there are still plenty of retail shareholders that are having all kinds of problems with the ability to vote, especially overseas. This news will definitely help with that though, as these two brokers together count nearly 150,000 Tesla shareholders among their clients. We got the breakdown from the CPCA for domestic and exports for Tesla China for May. Domestic came in at 55,215, leaving exports at 17,358. If we just look at Tesla's domestic sales in China year to date, we're currently down a 0.4% relative to last year. Thus, domestic sales are flat year over year and wholesale sales, which is domestic and exports, are down 7.7% year to date. It's true, the domestic number for May of this year came in higher than May of last year, which was 42,5000. But it's also true the wholesale number from May of last year, 77,7000 was higher than this year, which was 72,5000. Honestly though, I think those one month comparisons are usually just noise, so all I'm really focused on are the year to date figures.

正如我们昨天在新闻简报中谈到的那样，在投票方面确实有一些积极的发展。然而，仍然有许多散户股东面临各种各样的投票问题，尤其是海外股东。不过，这则消息将有助于解决这些问题，因为这两家券商的客户中共有近15万名特斯拉股东。 我们从中国乘用车市场信息联合会（CPCA）收到了特斯拉中国5月份的国内和出口数据。国内销量为55,215辆，出口量为17,358辆。如果仅看特斯拉今年迄今为止在中国的国内销售情况，我们目前较去年下降了0.4%。因此，国内销售同比持平，而批发销量（包括国内和出口）同比下降了7.7%。 确实，今年五月的国内销量高于去年五月的42,500辆。但同时也要注意到，去年五月的批发销量为77,700辆，高于今年的72,500辆。不过，说实话，我认为单月的对比通常没有太大意义，所以我主要关注的是年初至今的统计数据。

The Tesla account on X shared a lengthy post year by year dating back to 2018 of some of Tesla's major accomplishments, of course, under Elon's leadership. We're not going through all of these, but I want to highlight one or two for each year. In 2018, the Model 3 became the best-selling EV in the US and the best-selling EV in the world. In 2019, Tesla was celebrating delivering 367,000 vehicles globally. Now they're doing more than that each quarter. In 2020, the biggest one by far, at least when it comes to Tesla stock, was Tesla achieving full-year profitability for the first time in company history. And that was the year of the official launch of FSD Beta. In 2021, was when Tesla unveiled Optimus for the first time. In 2022, Tesla insurance was expanding to multiple US states, which I was talking about on X this morning. We haven't had an update on that really since November of 2022. In my opinion, it's a long past time we get an update on what's going on with the Tesla insurance rollout. In 2023, the Model Y became the world's best-selling car, and the Tesla charging connector was adopted as the next. And casually, for 2024, they slipped in there at the end, deployed to Optimus Bot's performing tasks in the factory autonomously, and it's only June. On the Q1 call, Elon said we're able to do simple factory tasks, or at least I should say factory tasks in the lab. We do think we'll have Optimus in limited production in the natural factory itself doing useful tasks before the end of this year. And then I think we may be able to sell it externally by the end of next year. These are just guesses. So potentially, with the posts from Tesla on X, Optimus is already doing useful tasks in the natural factory as Elon calls it. And for me, that is the way I would interpret this post, so Tesla may actually be ahead of schedule when it comes to deploying Optimus in Tesla's factory. Before anybody gets too excited, we still need to learn exactly what Optimus is doing, how consistently it's doing it, how often and for how long and how reliably. But I think we'd all agree, as a society, many of us are of the camp, what have you done for me lately, and it's very easy to forget how much progress Tesla has made over the past six years. Looking back at where Tesla was in 2018, it's understandable to get excited about where Tesla could be another six years from now.

特斯拉的账号在X平台上发布了一篇长文，逐年回顾自2018年以来特斯拉在埃隆·马斯克领导下取得的一些重大成就。我们不会一一探讨所有成就，但我想每年挑选一两项亮点进行说明。 2018年，Model 3成为美国最畅销的电动车，并且成为全球最畅销的电动车。2019年，特斯拉庆祝在全球交付了36.7万辆汽车，如今他们每个季度的交付量都超过这个数字。2020年，最重要的成就（至少对于特斯拉股票而言）就是特斯拉首次实现全年盈利，这一年也是FSD Beta正式发布的年份。2021年，特斯拉首次推出了Optimus机器人。2022年，特斯拉保险扩展到多个美国州，我今天早上还在X上提到这个。自2022年11月以来，我们还没有得到关于特斯拉保险的最新进展。在我看来，现在已经到了我们需要了解特斯拉保险推广情况的时刻。 2023年，Model Y成为全球最畅销的汽车，并且特斯拉充电接口被采用为新标准。在2024年的计划中，他们在文章末尾提到Optimus机器人在工厂自动执行任务，而且现在还是6月份。第一季度电话会议上，埃隆表示我们能够在实验室中执行简单的工厂任务，预计今年年底前Optimus将在实际工厂进行有限的生产并执行有用的任务，到明年年底可能会对外出售。这些只是推测。不过，根据特斯拉在X上的帖子，Optimus可能已经在实际工厂中执行有用的任务，这也是我对这篇文章的理解，因此特斯拉在Optimus的部署上或许已经领先于计划。 在大家太过激动之前，我们仍需了解具体Optimus在做什么，执行任务的稳定性和可靠性如何。但我认为社会上的很多人都会同意，我们往往会忽略特斯拉在过去六年中取得的巨大进展。回顾2018年的特斯拉，展望未来六年，确实让人期待特斯拉可能达到的新高度。

We have a Tesla Megapack project going live in Japan, but the Megapack is not the news of this story. It's a smaller project, 43 megawatt hours, and it's in Sendai, Japan. The real news, this project will enter Japan's newly opened and silary services markets through which assets will participate in helping balance the frequency of the electricity grid. Just so you know, up until around 2015, the Japanese electricity market was basically 10 distinct markets that had very limited interconnection. And these markets were controlled by large, vertically integrated monopolies effectively. Now, these monopolies still play big roles, but the market can now be considered national with regional pricing.

我们在日本有一个特斯拉Megapack项目即将上线，但这个Megapack并不是这次新闻的焦点。这个项目规模较小，容量为43兆瓦时，位于日本仙台。真正的新闻是，这个项目将进入日本新开设的辅助服务市场，通过这些市场，相关资产将参与平衡电网的频率。您可能不知道，直到2015年左右，日本电力市场基本上是由10个独立市场组成，它们之间的互联互通非常有限。而且这些市场实际上是由大型的纵向一体化垄断企业控制的。现在，这些垄断企业仍然起着重要作用，但市场现在可以被认为是全国性的，并且具有区域定价机制。

One major feature of this new setup is a countrywide market that's the national procurement of and silary services to manage that supply and demand balance. The reason it's a big deal is because this will provide the Japanese market with further revenue streams and Japan was already roughly the world's fifth largest electricity consumer. So what we're going to have now is many developers, investors, and traders actually looking to the Japanese market. That's all happening at a pretty convenient time as Shanghai's megapactory should be producing megapacks by Q2 next year.

这个新系统的一个主要特点是一个全国性的市场，用于统一采购和管理需求平衡。之所以重要，是因为这将为日本市场提供更多的收入来源，而日本本来就是全球第五大电力消费国。所以，现在会有很多开发商、投资者和交易商将目光投向日本市场。恰逢其时的是，上海的大型工厂预计在明年第二季度开始生产大型电池组。

If you go to Tesla's careers page and you just search for the United States, you will see plenty of new jobs actually posted across departments to we have everything from service to AI and robotics manufacturing. As you can see, many are in service sales and customer support, engineering and IT and the main takeaway, I'm still scrolling. So the hiring freeze seems to be officially over. Hopefully that means most of the layoffs and the job cuts are actually done. Tesla has had a brief period of time to see where the problems crop up and now they can fill those gaps and continue growing. There's over a hundred job postings alone just for vehicle service. A small portion of those are however for Tesla's internship program.

如果你访问特斯拉的招聘页面，并且只搜索美国地区，你会看到很多新职位在各个部门中发布。从服务到AI和机器人制造，各种岗位都有。可以看到，很多岗位是在服务销售和客户支持、工程和IT领域，我还在往下翻，所以招聘冻结似乎已经正式结束了。希望这意味着大部分裁员和岗位削减已经完成了。特斯拉有了一段时间来观察问题出现的地方，现在他们可以填补这些空缺，继续增长。仅车辆服务相关的岗位就有一百多个。不过其中一小部分是特斯拉的实习生项目。

The auto dealership advisory firm HEG partners has written an open letter to Tesla and Elon basically trying to encourage them to start using the dealer network. They had the audacity to say Tesla has grown without dealers but this strategy may have reached its limit. By partnering with dealers, Tesla can achieve higher profits while massively reducing the amount of capital required for further growth. They also said new buyers prefer to physically interact with the vehicle, receive in-person explanations of features and test drive before purchase. Which makes this firm feel a bit out of touch because Tesla customers can already do that at Tesla showrooms.

汽车经销商顾问公司HEG Partners给特斯拉和埃隆·马斯克写了一封公开信，基本上是在鼓励他们开始使用经销商网络。他们竟然说特斯拉虽然没有经销商也发展了起来，但这种策略可能已经到了极限。通过与经销商合作，特斯拉可以在大幅减少进一步发展所需资金的同时，实现更高的利润。他们还说新买家更喜欢亲自接触车辆，面对面了解功能并试驾后再购买。这让人觉得这家公司有点脱离实际，因为特斯拉的客户在特斯拉展厅里已经可以做到这些了。

It's just they may be a little more sparse than some customers would like which is fair. They highlighted an improved service experience for Tesla customers which really just boils down to having more locations. They argued Tesla could make higher margins because the dealers would actually make their margin by providing other benefits that customers value. Which as many of us know really is the financing and warranty shenanigans that happen after the sale. Finally they said dealers have been adding value to the auto industry for over a hundred years. Partnering with these entrepreneurs could enhance Tesla's customer experience and provide Tesla with massive benefits. In fairness Tesla having more physical locations and customers having to drive shorter distances to actually experience a Tesla vehicle and to have their Tesla service would absolutely be a good thing. But would that alone be worth all of the other trade-offs that come with going the dealership route? Namely the haggling and the price markups and not being able to buy in just a few seconds online.

这只不过是因为它们可能比一些顾客预期的要少一些，这是可以理解的。他们强调了为特斯拉客户提供改进的服务体验，这其实归结为拥有更多的地点。他们认为，特斯拉可以有更高的利润率，因为经销商实际上可以通过提供其他客户重视的好处来获得他们的利润。正如我们许多人所知道的，这实际上是指销售后发生的融资和保修问题。最后，他们说，经销商已经为汽车行业增加了超过一百年的价值。与这些企业家合作可以提升特斯拉的客户体验，并为特斯拉带来巨大的利益。公平地说，特斯拉拥有更多的实体店，以及顾客所需的行驶距离更短来体验特斯拉及其服务，这绝对是件好事。但仅此一点是否值得选择走经销商路线所带来的其他所有权衡，比如讨价还价、价格上涨以及不能在几秒钟内在线购买呢？

Elon came to a similar conclusion replying to the story saying better to just buy things online, our stores are just for test drives and answering questions. This open letter from this dealership advisory feels like a case of if you can't beat them, try to join them. Check this out from PubMed. The prevalence of fatigue in the general population has been reported to range up to 45% and a recent study found 38% of US workers reported being fatigued. That can certainly be attributed to different factors but I'm confident in saying at least part of it is driven by a general lack of nutrition which is part of why I've partnered with AG1 the sponsor of this video.

埃隆对此故事做出了类似的回应，他说最好直接在网上购买物品，我们的门店只是用于试驾和回答问题。来自这家经销商顾问的公开信看起来像是“打不过就加入”的典型案例。请看这篇来自PubMed的研究报告。数据显示，普通人群中疲劳的普及率可高达45%，而最近的一项研究发现，38%的美国工人报告称感到疲劳。这肯定可以归因于不同的因素，但我确信其中至少一部分是由普遍缺乏营养引起的，这也是为什么我与本视频的赞助商AG1合作的原因之一。

AG1 just conducted three studies of its own working with independent scientists and the results 97% of participants felt more energy after drinking AG1 for just 30 days. Not only that but 80% of participants noticed less gas and bloating thanks to the fact that AG1 has been shown to enrich the environment of the gut microbiome. Some of you already know I've been down the gut rabbit hole and let's just say there's a reason so many people are calling the gut microbiome the body's second brain. It plays a crucial role in our overall well-being. I'll be honest though, I hesitate to share too much about what AG1 has done for me because I know we're all so different so let's just say the satisfaction in knowing that I'm getting a baseline of daily nutrition is great and so far I have not been able to find any alternative that places more of an emphasis on being backed by research than AG1. So if you'd like to support the channel and try AG1 for yourself you can get five travel packs and a one-year supply of vitamin D3K2 at drinkag1.com slash electrified links below or you can use my QR code right on the screen. Enjoy.

AG1 刚刚与独立科学家合作进行了三项研究，结果显示97%的参与者在饮用AG1仅30天后感觉到更多精力。不仅如此，有80%的参与者注意到肠胃胀气减少，这要归功于AG1对肠道微生物群环境的改善。有些人已经知道我深入研究过肠道，很多人称肠道微生物群为人体的“第二大脑”是有原因的，肠道在我们的整体健康中扮演着关键角色。老实说，我有点犹豫要不要分享AG1对我的效果，因为我们每个人的情况都不尽相同，我只能说，知道自己每天获得了基本的营养让我感到很满意，至今我还没找到比AG1更注重科研支持的替代品。所以，如果你想支持频道并亲自尝试AG1，你可以在drinkag1.com/electrified获得五份旅行装和一年的维生素D3K2供应，链接在下方，也可以直接使用屏幕上的二维码。享受吧。

If you didn't know Travis Axelrod, no relation to Bobby, may be the new unofficial head of Tesla's investor relations. Sawyer got access to a new Tesla stock note from JP Morgan and they said the head of Tesla's IR said there's some misunderstanding around Elon's desire for 25% control of Tesla's voting shares. Travis was suggesting that desire is motivated primarily by the wish to protect humanity from the potentially negative implications of imprudent or improper use of AI technology. He continued Elon is focused on having a strong enough voice at the company such that he could ensure a proper governance structure and the use of AI given the not unreasonable assumption AI could surpass human level intelligence in the next several years, to which Elon replied exactly the distinction we don't have to get Elon owning 25 percent of the company value we just need Elon with 25 percent of the voting control with people out there like Ross Gerber in Leo Koguan who would probably try to initiate a hostile takeover of Tesla if they could. It's important to see why Elon would want greater voting control throw into the mix judges like Kathleen McCormick and the proxy advisory firms and it's clear that the pressure around Tesla is building Elon having that 25% should significantly reduce the chances that that pressure that's building ultimately leads to a hostile takeover of Tesla.

如果你不认识Travis Axelrod（与Bobby无关），那么他可能是特斯拉新任非官方的投资者关系负责人。Sawyer获得了摩根大通的一份特斯拉股票报告，报告中提到特斯拉投资者关系负责人表示，关于Elon想要控制特斯拉25%投票权的愿望存在一些误解。Travis解释说，这一愿望主要是为了保护人类免受不当使用AI技术可能带来的负面影响。他继续说，Elon专注于在公司内拥有足够强的发言权，以确保有适当的治理结构和AI使用，基于AI可能在未来几年内超越人类智能这一合理假设。对此，Elon回复说，完全正确，我们不需要Elon持有公司25%的价值，只需要他拥有25%的投票控制权，因为外面有像Ross Gerber和Leo Koguan这样的人，他们如果有机会，可能会试图发起对特斯拉的恶意收购。理解Elon为什么想要更大的投票控制权很重要，再加上像Kathleen McCormick这样的法官和代理咨询公司，显然特斯拉面临的压力在不断增加。Elon拥有那25%的投票控制权，应该能显著降低这些压力最终导致特斯拉被恶意收购的可能性。

And when it comes to some people thinking that XAI is competing with Tesla somehow in the AI space, it was said in the meeting with JP Morgan that XAI was pursuing a fundamentally different AI opportunity set that does not conflict with Tesla's mission. As we said on the channel over the past few weeks, Tesla is focused on real world AI and XAI by contrast is pursuing a very different approach to AI which is more generalized and focused on scientific discovery. Thought this was good confirmation so you know I'm not just making things up. Green the only has found in Tesla's code that with an upcoming software update there's a new voyage. This seems to be a full rewrite of the trip planner functionality. The trip planner incorporates things like super charger stops, elevation, the wind traffic and all of those features. Sadly though for exactly how voyage is different, we don't know. There may also be some changes coming to Tesla's maps, don't think anything like Baidu version 20 in China but Green found that Tesla's using a new Google places API that's used for points of interest. There may also be some improvements to Tesla's towing mode specifically when it comes to range prediction and possibly a new recording mode for karaoke.

当有人认为XAI在AI领域与特斯拉存在竞争时，据在与摩根大通的会议上说，XAI正在追求一个根本不同的AI机会，这与特斯拉的使命并不冲突。正如我们过去几周在频道上所说的，特斯拉专注于现实世界的AI，而相比之下，XAI追求的AI方法更为广泛，侧重于科学发现。我觉得这是一个很好的确认，你可以知道我不是在瞎编。 Green唯一在特斯拉的代码中发现，在即将到来的软件更新中，会有一个新的行程计划功能。这个似乎是对行程规划功能的全面重写。行程规划包括超级充电站停靠、海拔、风速、交通状况等所有这些特性。然而，关于新功能具体有哪些不同之处，我们目前还不知道。 特斯拉的地图也可能会有一些变化，虽然不可能像中国的百度20版本那样大改，但Green发现特斯拉正在使用一个新的用于兴趣点的谷歌地方API。特斯拉的拖车模式也可能会有所改进，特别是在续航预测方面，甚至可能会有一个新的用于卡拉OK的录音模式。

On X Warren said calling it now X will partner with Samsung to manufacture an X phone. The X operating system will be open source, the phone would be optimized for the use of X. It would seamlessly integrate with Tesla cars, robots axes and optimists. He also talked about possible integration with Starlink and overall it would sound pretty appealing. And for whatever it may be worth Elon replied to that saying it is not out of the question. So a Tesla phone is nowhere on the roadmap but maybe at some point we get an X AI phone. I'll be honest though personally I think this is very unlikely and it feels like this would just be Elon's way of putting pressure on Apple and open AI after everything that just came out with their partnership and how they may be handling data. Also from Elon's gaming livestream somebody asked if Tesla could have a feature to avoid highways for navigation to which Elon said alright sure.

在X上，Warren说预测X将与三星合作制造X手机。X操作系统将是开源的，这款手机将针对X的使用进行优化，它将无缝集成到特斯拉汽车、机器人和Optimist中。他还提到可能会与Starlink集成，总体来说，这听起来非常吸引人。不管怎么样，Elon回复说这并不是不可能的。从目前的情况来看，特斯拉手机并不在计划中，但也许某个时候我们会看到一款X AI手机。说实话，我个人认为这非常不可能，这似乎只是Elon在与苹果和Open AI的合作之后对它们施加压力的一种方式。此外，在Elon的游戏直播中，有人问特斯拉是否可以在导航中添加一个避开高速公路的功能，Elon回答说，好吧，当然可以。

Some Canadians are having their Model 3 performance delivery date pushed back and some as far as November. The reason being currently the Model 3 performance for Canada is actually coming from Shanghai. Not all customers will be waiting until November as some other users are reporting having their dates pushed back into mid July. Some US lawmakers are calling for an immediate block on shipments of products from both CATL and Gotion. The reason being these companies are being accused of using slave labor. Both CATL and Gotion have already come out and vehemently denied these allegations. We just talked about how Tesla was working with CATL on faster battery charging and how Tesla is setting up a new battery factory out in Nevada using some of CATL's equipment and IP. Now this one certainly might not amount to anything as the lawmakers actually have to prove that CATL and Gotion are actually guilty but something to note. Sean Faint, the President of the UAW is currently under investigation. Honestly though right now these are just allegations. This federal organization is accusing union leaders of obstructing and interfering with attempts to access information.

有些加拿大用户的特斯拉 Model 3 Performance 车型交付日期被推迟，有些甚至推迟到了十一月。目前加拿大的 Model 3 Performance 车型实际上是从上海发货的。并不是所有客户都会等到十一月，因为一些用户报告他们的交付日期推迟到了七月中旬。 一些美国议员呼吁立即阻止来自宁德时代（CATL）和国轩高科（Gotion）的产品运输，原因是这些公司被指控使用奴工。宁德时代和国轩高科都已强烈否认这些指控。前不久我们还讨论了特斯拉与宁德时代合作加速电池充电，并在内华达州建立新电池工厂，使用宁德时代的设备和技术。尽管如此，议员们需要证明宁德时代和国轩高科确有罪，所以目前这件事尚无定论，但依然值得注意。 此外，联合汽车工会（UAW）主席Sean Faint目前正在接受调查。不过，目前这些也只是指控。据说这个联邦机构指责工会领导人阻碍和干扰获取信息的尝试。

The only other thing I'd highlight for now this investigation does not appear to involve criminal allegations. GM is now trimming its expected sales and production of all electric vehicles this year as US adoption of EVs occurs slower than expected. Their CFO said the company now expects production of 200,000 to 250,000 EVs this year which was down from their prior estimate of 200,000 to 300,000. Translation, their bull case has come down by 50,000 units. He said that GM expects to be profitable on a contribution margin basis once it reaches production of 200,000 units. A milestone they're still expecting to hit in the fourth quarter of this year. Remember though, contribution margin is very different than actual margin because contribution margin only takes out the variable cost it does not subtract for the fixed cost. AKA it's a lot easier to have a positive contribution margin than it is to have a positive gross margin. GM has been telling us now for years that the Altium platform is going to transform the EV business and bring them up to a scale like Tesla. They're also now producing cars like the Blazer and the Equinox and the Silverado and the Lyric yet they're still bringing down their targets. As Elon said on X replying to this story, it is tough sledding out there.

目前我唯一要强调的是，这次调查似乎不涉及刑事指控。通用汽车（GM）正在下调今年所有电动车型的预计销量和产量，因为美国电动车的普及速度低于预期。他们的首席财务官表示，公司现在预计今年的电动车产量为20万到25万辆，之前的预估是20万到30万辆。换句话说，他们最乐观的预计减少了5万辆。他还提到，GM预计在电动车产量达到20万辆时，按贡献利润计算将实现盈利，而他们仍预计会在今年第四季度达到这一里程碑。不过，请记住，贡献利润与实际利润有很大不同，因为贡献利润只扣除可变成本，没有减去固定成本。换句话说，实现正的贡献利润比实现正的毛利润容易得多。通用汽车多年来一直告诉我们，Altium平台将会改变电动车业务，并让他们达到像特斯拉一样的规模。他们现在也在生产Blazer、Equinox、Silverado和Lyric等车型，但他们仍在下调目标。正如埃隆在X上回复此消息所说的，“前路艰难”。

Looking at this chart from AJ on X, GM's full BEV sales in the US have failed to reach 21,000 in any quarter ever. Just so you know on X, I believe Sawyer made a mistake. He said GM was expecting 100 to 150,000 EVs this year but it's really 200 to 250,000. Not only that though, GM also announced a new $6 billion share buyback in addition to the $10 billion buyback they announced last year. Their CFO said they're on track to deliver its $2 billion cost reduction plan but they did not give a time frame for the latest share buyback but they said the move will allow it to opportunistically repurchase shares after the completion of the existing plan. Everybody knows you do share buybacks when you don't know what to do with the money that you have meaning you can't find places to invest in and actually get an ROI. Boiling it down, this really means that GM doesn't know how to spend the money on the EV side to actually reach profitability or to actually start selling some EVs at scale. We also learned that GM will be injecting $850 million into crews, basically to keep it afloat. This will be to help cover the company's operational costs and the company says it's also looking for new external investors to help bolster its financial situation. Typically, you want to go find investors when you're coming from a place of strength.

根据AJ在X平台上的图表显示，通用汽车在美国的纯电动汽车销量在任何一个季度都没有达到21,000辆。另外，关于X平台上Sawyer的说法，我认为他错了。他说通用汽车预计今年会卖出10到15万辆电动汽车，但实际上是20到25万辆。不仅如此，通用汽车还宣布了一项新的60亿美元的股票回购计划，作为去年宣布的100亿美元回购计划的补充。他们的首席财务官表示，他们有信心实现20亿美元的成本削减计划，但并没有给出最新回购计划的时间表，不过他们说这将让公司在完成现有计划后有机会回购股票。大家都知道，当一个公司不知道怎么花现有资金的时候，通常会进行股票回购，意思是公司找不到投资的地方来获得实际的投资回报。简而言之，这实际上意味着通用汽车不知道怎么花钱在电动汽车部门以实现盈利，或者大规模销售电动汽车。我们还了解到，通用汽车将向Cruise注入8.5亿美元，基本上是为了维持其运营。这笔资金将用于覆盖公司的运营成本，而且公司表示还在寻找新的外部投资者来改善其财务状况。通常情况下，当公司财务状况强劲时才会去寻找投资者。

Right now, crews is in the polar opposite situation. GM has lost $8.2 billion on crews since 2017 and $3.5 billion of that was lost in 2023 alone. Responding to this news item, Elon said they're not making the right moves to succeed. It may sound crazy but I think if Mary Barra were to reach out to Elon and ask for some general high level guidance, he may actually give it to her. Reason being, it would be aligned with Tesla's mission.

目前，Cruise的情况截然相反。自2017年以来，通用汽车在Cruise上已经亏损了82亿美元，其中2023年就亏损了35亿美元。针对这个消息，埃隆·马斯克表示他们没有采取正确的措施来取得成功。听起来可能有点疯狂，但我认为如果玛丽·巴拉能联系埃隆并请求一些高层次的指导，他可能真的会给她一些建议。原因是，这将与特斯拉的使命一致。

This organization Brand Keys puts out an annual release talking about the most patriotic brands. Keep in mind, this is not the same thing as the most American made brand. Two things to note though, one, Tesla was nowhere to be found on this list meaning they're outside of the top 50 and two, Jeep has taken the number one spot for over two decades. These results are from a sample of over 7400 consumers. The company doesn't share much about their methodology but in Jeep's defense they have worked with United Service organizations for the past 16 years. Jeep also has a military incentive program. Ford actually came in second and then no other vehicle brand made the top 50.

这家名为Brand Keys的机构每年都会发布关于最具爱国情怀的品牌的报告。请注意，这与“最美国制造的品牌”并不是一回事。有两点值得注意：一、特斯拉没有出现在这个名单上，意味着它不在前50名之内；二、Jeep连续二十多年占据第一名。这些结果来自于7400多名消费者的样本调查。公司没有透露太多他们的调查方法，但为了给Jeep辩护，值得一提的是，他们与美国服务组织（USO）已经合作了16年，Jeep还推出了针对军人的激励计划。福特实际上排在第二位，其他车企品牌没有进入前50名。

Tesla last appeared on the list in 2021 and GM has not been among the top 50 since 2013. Remember that charging joint venture between seven different automakers they were calling Iona? Well, that was announced over a year ago and they're just now getting around to assembling a leadership team. They also picked their headquarters which will be in Durham, North Carolina. Of course, the executives did not disclose the locations or the number of chargers planned for deployment this year but they're laying the groundwork to open chargers soon. We have sites secure today in various stages of pipeline including the first sites that have gone into permitting already.

Tesla上一次出现在该榜单是2021年，而通用汽车（GM）自2013年以来就没有进入前50名。还记得那个由七家不同汽车制造商联合成立的充电合资企业Iona吗？那是在一年多前宣布的，现在他们才刚开始组建领导团队。他们还选择了总部所在地，位于北卡罗来纳州的达勒姆。当然，高层并没有透露今年计划部署的充电站的具体位置和数量，但他们正在为充电站的开放奠定基础。目前，我们已经在不同阶段的管道中有了一些确定的地点，包括已经进入审批阶段的第一个地点。

For Iona to hit its goal, it has to deploy somewhere between 5 and 6,000 chargers per year for the next six years. Real quick, some of you out there have been asking me to comment on or push back on some of Trump's FUD when it comes to EVs so I'll either do it on the channel or over on X so just stay tuned. The real reason I haven't already is because the way I see it, it's mostly just political nonsense and noise and the arguments that he's making I think are pretty easily debunked by the majority of this audience. But I understand it could be valuable to have some data and facts in our back pockets when certain talking points come up so I've noted it.

为了实现目标，Iona每年需要部署5,000到6,000个充电站，而且要持续六年。顺便提一下，有些观众让我评论或反驳特朗普关于电动汽车的恐惧、不确定和怀疑（FUD），所以我会在频道上或在X平台上进行讨论，请大家耐心等待。我还没有立刻行动的原因是，我认为这些大多是政治上的胡言乱语，他的论点大部分观众应该很容易就能驳倒。不过，我理解在某些讨论中，手里有一些数据和事实是有用的，所以我会注意这点并准备好相关信息。

Tesla stock closed the day at $170.66 down 1.8% while the Nasdaq was up 0.88%. It was a lower volume day for Tesla trading about 9 million shares below the average volume the past 30 days which itself has come down by over 25 million shares over just the past few weeks. Don't forget check out AG1 links below 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.

特斯拉的股票今天收盘价为170.66美元，下跌了1.8%，而纳斯达克指数则上涨了0.88%。今天特斯拉的交易量较低，大约900万股，低于过去30天的平均交易量。而过去几周内，特斯拉的日均交易量已经减少了超过2500万股。别忘了查看下方的AG1链接，如果你感兴趣的话。希望大家有美好的一天。如果你喜欢这个视频，请点赞。你可以在下面的链接找到我在X平台上的账号，特别感谢我所有的Patreon支持者。