Elon Talks Tesla's AI Compute / Wall St. on Autonomy / Xpeng Praises Tesla ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patron, Henry L. Thank you for choosing to support the channel. Real quick from yesterday's video, the stock market was indeed closed and I totally forgot so apologies for that. The CEO of X-Pang has said I'm visiting the US for a longer period of time this time and dropping by to test the latest version of FSD and Waymo. He said he has Tesla's 12.3.6 but he was asking anybody if they have 12.4.1, you can lend it to me. Thanks. He also asked his social media followers what they would like to see in a comparison between FSD and X-Pang's version of it, XNGP. AKA, X-Pang Navigation Guided Pilot.

欢迎来到 Electrified，我是你的主持人 Dylan Loomis，先感谢一下我最新的赞助者 Henry L。感谢你选择支持这个频道。昨天的视频里，我说错了，因为股市确实是休市的，我完全忘记了，为此向大家道歉。小鹏汽车的 CEO 最近表示这次会在美国停留更长的时间，顺便测试最新版本的 FSD（完全自动驾驶）和 Waymo。他说他有特斯拉的 12.3.6 版，但是他在问有没有人能借给他 12.4.1 版的。谢谢。此外，他还询问了社交媒体上的粉丝，希望他们说说在比较 FSD 和小鹏的版本 XNGP（即小鹏导航辅助驾驶）时，他们想看到什么。

On Waymo, he said he welcomes Tesla's FSD to China and that Tesla has great autonomous driving technology and brand. Perhaps most importantly though, late post has said that Tesla's V12 has of course displayed good results making the end-to-end model and emerging industry consensus and more car companies in China are starting to experiment with that route. So picking up some of the clues that Tesla has been leaving, it'll be interesting to see over the next two years what companies like Neo and X-Pang can come up with going the end-to-end route.

关于Waymo，他表示欢迎特斯拉的完全自动驾驶（FSD）进入中国，并赞扬特斯拉在自动驾驶技术和品牌上的出色表现。更重要的是，后期报告指出，特斯拉的V12模型显示出良好的效果，使端到端模型和新兴的行业共识得以确立。越来越多的中国汽车公司开始尝试这一路线。通过解读特斯拉留下的一些线索，接下来的两年时间里，看看像蔚来（Neo）和小鹏（X-Pang）这样的公司在走端到端路线方面会有哪些新成果，将会是十分有趣的。

Replying to that news story, Elon said the Chinese automakers are by far the most competitive. We just can't forget that a majority of Chinese EV makers still are not profitable so long term they're going to have to figure that out at some point. Ordinarily, I would not take time to cover Tesla stock price targets but in this case, we actually get to start seeing how they're thinking about Tesla and autonomy. RBC dropped from 293 down to $227 saying we lower our Tesla robot taxi value and now allocate a bigger revenue share to service providers like Uber and Lyft. RBC lowered their price per mile assumption from 96 cents down to 81 cents, reflecting the economics of fleet operations in a 15% IRR. They also implemented a new revenue sharing model allocating 25% to service providers, 10% to software providers, 15% to OEMs like Tesla for vehicle leasing and 35% to fleet operators to cover expenses and maintain a 15% IRR.

埃隆在回应那则新闻时说，中国汽车制造商是目前最具竞争力的。但我们不能忘记，大多数中国电动车制造商仍未盈利，因此从长远来看，他们必须在某个时候解决这个问题。通常情况下，我不会花时间去分析特斯拉的股价目标，但在这种情况下，我们可以开始了解他们是如何看待特斯拉及其自动驾驶技术的。RBC（加拿大皇家银行）将特斯拉的目标股价从293美元下调到了227美元，并表示他们降低了对特斯拉机器人出租车的估值，现在更倾向于将更多的收入分配给像Uber和Lyft这样的服务提供商。RBC还将每英里的假设价格从96美分降到了81美分，反映了车队运营的经济效益和15%的内部收益率（IRR）。他们还实施了一个新的收入分配模型，将25%分配给服务提供商，10%分配给软件提供商，15%分配给像特斯拉这样的原始设备制造商用于车辆租赁，35%则分配给车队运营商以覆盖费用并保持15%的内部收益率。

Before, RBC was looking at two scenarios, Tesla owning the entire robot taxi operation and then fleet operators using Tesla software with another manufacturer's vehicle. They added two new scenarios including service providers using either Tesla's app or another company's app. They said Tesla would capture 100% of revenue if it was fully self-owned but only 10% if another manufacturer's vehicle and a service provider's app were used. But here's where this starts to fall apart. They said when robot taxis reach mainstream global usage which they're predicting around 2040, there will likely be multiple software providers, fleet operators and OEMs making purpose-built vehicles.

之前，RBC考虑了两种情景：一种是特斯拉完全拥有机器人出租车运营权，另一种是车队运营商使用特斯拉软件和其他厂家的车辆。他们新增了两种情景，包括服务提供商使用特斯拉的应用程序或其他公司的应用程序。他们表示，如果特斯拉完全自有运营，它将获得100%的收入，但如果使用其他厂商的车辆和服务提供商的应用程序，特斯拉仅能获取10%的收入。不过，这里情形开始变得复杂起来。他们预测，到2040年机器人出租车广泛使用时，可能会有多家软件提供商、车队运营商和生产专用车辆的原始设备制造商（OEM）参与其中。

You're also allocating a bigger revenue share to service providers like Uber and Lyft. Why? Yeah, so there's like three parts of the ecosystem here with with Robotax. You have the software, you have the vehicle and then you have the app. I think there's going to be a lot of software providers. I think Tesla will be a big player in this but there are a lot of folks making software for autonomy. The vehicle, lots of car companies are going to make the vehicle but the app. That's one where our analyst, Brad Erickson on the internet team talks about how that's very sticky. It's a moat. Just look at how you use your apps today. How many apps are you going to have on your phone to order a car? I have one.

你还将更大份额的收入分配给像Uber和Lyft这样的服务提供商。为什么？ 嗯，所以在Robotax的生态系统里有三个部分：软件、车辆和应用。我认为会有很多软件供应商。我觉得特斯拉会是其中一个大玩家，但还有很多人都在开发自动驾驶软件。在车辆方面，许多汽车公司都会制造这些车辆。但应用程序方面，这是我们的互联网团队分析师布拉德·埃里克森谈到的一个非常关键的部分。它很粘性，是一个护城河。看看你今天是如何使用应用程序的。为了叫车，你会在手机上装多少个应用？我只有一个。

That's really I think where a lot of the power lies and that's something that I've raised and they collect right now for every Uber affair. I think you take I think 25% of it goes to the app, goes to Uber, right? Not the driver. That's a big lion's share for that stickiness. That's why we changed our view on that and we think actually that the app is going to have a lot of power. Tesla is going to make their own app for sure but we do think some of these other app makers who already own customers are going to have a lot of power as well. You heard what he said. There are a lot of players making software for autonomy but what is he actually talking about because he did distinguish that from the actual app. So to me it seems like he was talking about the software or the neural nets that would actually allow an autonomous vehicle as if they're all just the same and everybody's just going to figure it out. Now given that they were modeling out to 2040 okay sure maybe that's the case but how about the next five years?

这正是我觉得许多力量所在的地方，这是我之前提到的一个问题。目前每次Uber交易，他们会收取一部分费用，我认为是25%，这部分费用是归Uber的，不是司机的。这占了很大一部分的分成比例，这也是我们改变看法的原因之一，我们认为实际上应用程序本身会有很大的影响力。特斯拉肯定会开发自己的应用程序，但我们也认为其他已经拥有客户的应用程序开发者也会有很大的影响力。你听到他说的了，有很多公司在开发关于自动驾驶的软件，但他实际上在说什么呢？因为他确实将其与实际应用程序区分开来了。在我看来，他似乎在讲那些使自动驾驶车辆真正实现的软体或神经网络，好像所有公司都能解决这些问题。现在，考虑到他们的预测是到2040年，好吧，也许那是可能的，但未来五年呢？

For me it's just very hard to get on board with any analysis that says Uber and Lyft are actually going to get a bigger revenue share. When you take the driver or the supervisor out of the equation I don't understand how any of these other companies will be able to compete on cost. We know the cyber truck charging curve software update improvements are supposed to come sometime in the next few weeks and they're saying it should be a 30% improvement to the current charge rates. Specifically the ability to add 154 miles in 15 minutes. I remember a few years back when I was watching Matt Ferrell's undecided regularly. I was just starting electrified and he used to talk about Tesla a fair amount. Honestly at the time I didn't really know much about a VPN like Surfshark but I knew I wanted to support Matt and it was super affordable with a 30 day money back guarantee so I figured I didn't have anything to lose.

对我来说，很难相信任何分析认为优步和来福车的收入份额会增加。当你把司机或监管人员从方程中去掉时，我不明白这些其他公司如何能够在成本上竞争。我们知道，网络卡车的充电曲线软件更新改进预期将在未来几周内推出，据说这将使当前的充电速度提高30%。具体来说，就是能够在15分钟内增加154英里的续航里程。我记得几年前，当我经常观看马特·费雷尔的《未决定》时，我刚刚开始接触电动化。他经常谈论特斯拉。老实说，那时我对像Surfshark这样的VPN了解不多，但我知道我想支持马特，而且它价格超级实惠，还有30天退款保证，所以我觉得没什么可损失的。

Here we are almost four years later and I'm still happily using Surfshark and they're the sponsor of this video. NDS even Elon has mentioned how easy using a VPN actually is and I can confirm. A VPN encrypts all of your online activity making it private and not even Surfshark keeps logs of your online data. There are a few reasons but one of the main reasons I use Surfshark is to limit the data that my internet service provider actually has on my family. They already know our names, our address, our phone number and we're not doing anything squirrely online but even just our whereabouts if all of that information was ever compromised well that's certainly not good.

四年过去了，我依然很开心地使用Surfshark，并且他们是这个视频的赞助商。连Elon Musk都提到过使用VPN有多么简单，这点我可以确认。VPN会加密你所有的在线活动，使其变得私密，甚至Surfshark也不会记录你的在线数据。我使用Surfshark有几个原因，但其中一个主要原因是为了限制我的互联网服务提供商对我家人的数据掌握。他们已经知道了我们的姓名、地址和电话号码，虽然我们在网上没有做任何违规的事情，但即使只是我们的行踪一旦被泄露，那肯定是不好的。

Surfshark is not just for mobile phones when traveling or a laptop when you're at a coffee shop or a friend's house but it's also for all of your home devices as well. Surfshark allows one account for an unlimited number of devices. So if you'd like to support the channel and more importantly take your privacy back for you and your family you can get an additional four months free using my code electrified at surfshark dot deals slash electrified linked below. And just real quick I've seen some confusion out there when it comes to giga Nevada and the expansion 4680s and megapacks up I want to just clear all of this up.

Surfshark不仅仅适用于你在旅行时使用的手机，或者在咖啡店或朋友家时用的笔记本，它还可以用于你家里的所有设备。通过一个Surfshark账号，你可以在无限数量的设备上使用。如果你想支持这个频道，更重要的是，为你和你的家人夺回隐私，你可以使用我的代码「electrified」在surfshark.deals/electrified获得额外四个月的免费使用。链接就在下面。顺便说一下，我注意到关于Giga Nevada、4680电池和Megapack扩展的一些困惑，我想把这些问题澄清一下。

January of last year Tesla announced its new plans for a $3.6 billion expansion to giga Nevada that was going to look like this. At the time they said part of the expansion would be a 100 gigawatt hour 4680 cell factory with the capacity to produce enough batteries for 1.5 million light duty vehicles every year. The second part of the expansion a high volume semi factory but Tesla has since changed its plans at least when it comes to the semi factory expansion. This screen grab shows the current setup of giga Nevada with the blue squares being Panasonic's part and then the red squares being Tesla's part and then the yellow areas were the original planned expansion. But as we've seen from the Heinrich Zane flyovers at least part of this expansion is going to be completely detached from the existing building.

去年一月，特斯拉宣布了其36亿美元扩展内华达超级工厂的计划。当时，他们表示部分扩展将包括一个100吉瓦时的4680电池工厂，该工厂每年可以生产足够150万辆轻型车使用的电池。扩展的第二部分是一个高产量的电动卡车工厂，但特斯拉后来至少在电动卡车工厂扩展方面改变了计划。这张截图显示了当前内华达超级工厂的布局，蓝色方块是松下的部分，红色方块是特斯拉的部分，黄色区域是原计划的扩展部分。但是，正如我们从Heinrich Zane的航拍中所看到的，至少部分扩展将完全与现有建筑分开。

So yes at least when it comes to the volume semi factory and these original plans from January of last year that part has been changed we don't know for sure if they're changing anything with the 100 gigawatt hours of 4680s. And on that front I'm seeing people out there saying Tesla's using 4680s in the megapack right now I do not believe that's the case. As far as we know all of Tesla's 4680 production is high nickel chemistries they are not making any 4680s with LFP chemistries yet. So Tesla is still importing LFP prismatic cells from CATO. I thought it was important to note after yesterday's video talking about this 100 gigawatt hour announcement from Tesla that it could be in flux to some degree because these expansion plans again have changed for the semi.

所以，至少就去年的一月份的最初计划来说，半导体工厂的规模部分已经改变了。我们还不确定他们是否在改变100千瓦时的4680电池的计划。关于这点，我看到有人说特斯拉现在在Megapack（大电池）中使用4680电池，但我不认为情况是这样的。据我们所知，特斯拉所有的4680电池生产都是高镍化学成分的，他们还没有生产任何使用磷酸铁锂（LFP）化学成分的4680电池。所以特斯拉目前仍在从CATO进口LFP棱柱形电池。在昨天的视频中我谈到特斯拉关于100千瓦时的公告时，我觉得有必要指出，由于半导体工厂的扩展计划又有所改变，这个公告可能会有一定程度的变动。

So based on Elon's recent comments about 4680s I think it's reasonable to expect a lower number than 100 gigawatt hours at least for the next few years. And for now all 4680 production is going into the Cybertruck. I believe at this point Tesla would still want to use 4680s in the Tesla semi but they may have to hit some more cost down targets before being able to commit to that. If Tesla can scale the semi up to 50,000 units per year times let's just call it 900 kilowatt hours in each pack that's about 45 gigawatt hours per year just for the Tesla semi at volume. For a frame of reference right now in Austin Tesla's 4680 production is hovering at an annual run rate of between 6 and 8 gigawatt hours per year.

根据埃隆最近关于4680电池的评论，我认为至少在未来几年内，预计其年产量不会达到100吉瓦时。目前，所有的4680电池产量都将用于Cybertruck。我相信此时特斯拉仍然希望在Tesla Semi中使用4680电池，但可能需要在成本上达到一些新的目标之后才能做出这种承诺。如果特斯拉能够将Semi的年产量扩大到5万辆，每辆车的电池容量约为900千瓦时，那么仅Tesla Semi在满产时每年就需要约45吉瓦时的电池。而作为对比，目前特斯拉在奥斯汀的4680电池年产量大约在6到8吉瓦时之间。

As we've seen that did not happen overnight as Tesla started making 4680s in Austin toward the end of 2022. In theory the next iteration of this 4680 factory in Nevada could go faster but time will tell. The top three Google search result listings for Tesla news today, three articles all talking about an Arizona woman and a baby trapped in a Tesla because the battery had died. I'm sharing this because in the news segment they interviewed Tesla owners and none of them knew about Tesla's manual door release. I can't have even one viewer of electrified be in that camp so if you own a Tesla check the owners manual and your version to find your manual release. And here's the diagram for the rear doors in the Model Y, it's our duty to be educated on our vehicles.

正如我们所看到的，特斯拉并不是一夜之间就开始生产4680电池的，它是在2022年底于奥斯汀开始制作的。从理论上讲，内华达州的下一个4680电池工厂可能会更快投产，但时间会给出答案。今天前三名的谷歌特斯拉新闻搜索结果是关于一位亚利桑那州的女性和一个婴儿被困在特斯拉车内，因为电池没电了。我分享这个是因为在新闻报道中，他们采访了特斯拉车主，没有一个人知道特斯拉的手动车门释放装置。我不能让一个关注电动化的人也处于那种情况，所以如果你拥有一辆特斯拉，请查阅车主手册和你的车型版本，找到手动释放装置。这里是Model Y后车门的示意图，了解我们车辆的操作是我们的责任。

Martin Vieja the former head of IR at Tesla said still today even in the US when I tell people the Model Y is the best selling car in the world I get up there's no way that can be true look every time. What do you reckon the number one selling car was in the world last year? Toyota. Close what would you say if I told you it was a Tesla? I wouldn't believe it. 1.2 million units the Model Y sold last year. Second place was a Toyota RAV4 and this year the Tesla sales are down. There's lots of stock on has been delivered so I was sitting there waiting to be sold. Would you ever consider owning a Tesla yourself? No, no because the jury is still out on what happens with the battery at the end of the life you know and they're too expensive at the moment maybe another five years or ten years. Yeah what would you say if I told you it was a Tesla? It was a what? A Tesla. Never heard of an electric car.

Martin Vieja，前特斯拉投资关系部负责人，说即使在今天的美国，当他告诉人们Model Y是世界上最畅销的汽车时，人们总是会惊讶地表示不相信。他说:"你猜去年全球销量第一的车是什么？"有人说:"是丰田吧。"Martin回答道:"接近了。如果我告诉你是特斯拉，你会怎么说？"那人说:"我不会相信。"Martin解释道:"去年Model Y卖了120万辆。第二名是丰田RAV4。今年特斯拉的销量有所下降，有很多库存已经交付但还没有售出。你会考虑自己买一辆特斯拉吗？"那人回答道:"不会，因为电池使用寿命结束后会如何还是未知数，而且目前价格太贵了，也许再过五年或十年吧。"Martin又问:"那如果我告诉你是特斯拉呢？"那人回复道:"是啥？特斯拉。我从没听说过电动车。"

Oh it was a great video idea from Ryan on X and then Martin also said for what it's worth personally I've always been pro advertising around 1% of revenue spent on ads digital and TV would I think be margin-accretive and mission-accretive. Tesla did $97 billion in revenue in 2023 so 1% of that would have been roughly $1 billion a year on advertising. I want to read the end of this new note from Wedbush and Dan Ives. It's all about the pace of data center AI driven spending as the only game in town for GPUs to run generative AI applications and they all go through Nvidia. Nvidia and Microsoft are the first derivatives of the AI revolution with the second third and fourth derivatives of AI now starting to form in the market which speaks to their 2024 and 2025 tech bull thesis playing out.

哦，这是Ryan在X上的一个很棒的视频创意，然后Martin也表示，就我个人而言，我一直支持将收入的约1%用于广告支出，数字广告和电视广告，我认为这将对利润和使命都有提升作用。特斯拉在2023年的收入是970亿美元，所以1%的广告支出大约是每年10亿美元。我想读一下Wedbush 和 Dan Ives最新报告的结尾部分。这部分内容主要讲数据中心在AI驱动支出的节奏，作为唯一能运行生成式AI应用的GPU，所有这一切都离不开英伟达。英伟达和微软是AI革命的首要受益者，而AI的第二、第三和第四层受益者也开始在市场上形成，这预示着他们对2024年和2025年科技牛市的预测将会实现。

Today Elon quote posted a picture of Tesla's GPU cooler fans in Texas that we shared yesterday saying we are nothing without our fans. Elon then said sizing for 130 megawatts of power in cooling this year but will increase to over 500 megawatts over the next 18 months or so. Aiming for about half Tesla AI hardware, half Nvidia and other. Play to win or don't play at all. This brings up a point I think not enough people talk about Tesla is spending huge amounts of money on compute and everything that goes with it from cooling to power and the whole 9. Of course I think most of us are pretty confident in the long run it'll be more than worth it but there's going to be a transition period where the spend is way up we're talking billions of dollars per year and for now what we're getting back is actually just an incremental march of the 9s in increasing FSD safety.

今天，Elon 发了一张我们昨天分享的特斯拉在德克萨斯的 GPU 冷却风扇的照片，并说“没有我们的粉丝我们什么也不是”。随后，Elon 表示，今年计划为制冷配备 130 兆瓦的电力，但在接下来的大约 18 个月里将增加到超过 500 兆瓦。目标是大约一半用于特斯拉的 AI 硬件，另一半用于英伟达和其他公司。他还说：“要么全力以赴，要么干脆别玩。” 这让我想到一个问题，不足够多的人在讨论——特斯拉在计算和相关的一切上投入了巨额资金，从冷却到电力各个方面都是如此。我们大多数人对这项长期投入抱有极高的信心，认为最终这些投入都会非常值得。但当前有一个过渡期，开支非常巨大，每年都在数十亿美元的级别，而目前我们从中得到的回报只是逐步提高 FSD（完全自动驾驶）安全性的进展。

So at least for a time the CapEx outlays are going to greatly exceed the financial return for Tesla but it's also true that part of this major CapEx outlays specifically Tesla's hardware like hardware 4 and AI 5 will also be going into Optimus and Elon did clarify specifically for the half of this supercomputer in Austin that will use Tesla AI hardware that's going to be mostly and then some dojo. Then Elon said hardware 5 or AI 5 is going to be the second half of next year the AI 5 computer has 10x the capability of hardware 4 and Tesla makes the whole software stack. Given the importance of all of this to Tesla's future valuation I think it's good to recommit to memory what Elon said at investor day. We have hardware 4 run hardware 3 in emulation so we'll continue to make significant progress on hardware 3 but later this year we'll actually buy for Kate continue working on hardware 3 training on hardware 3 but then do separate training on hardware 4.

所以，至少在一段时间内，特斯拉的资本支出（CapEx）将大大超过其财务回报，但实际上这些主要的资本支出的一部分，特别是特斯拉的硬件4和AI 5，也将用于Optimus。此外，埃隆（Elon）专门澄清了位于奥斯汀的这台超级计算机的一半将使用特斯拉AI硬件，主要是一些Dojo系统。然后埃隆提到，硬件5或AI 5将会在明年下半年推出，AI 5计算机的能力是硬件4的10倍，并且特斯拉会自行开发整个软件栈。鉴于这一切对特斯拉未来估值的重要性，我认为有必要重新记住埃隆在投资者日的发言。他说，我们将使硬件4在硬件3的模拟环境中运行，因此我们会继续在硬件3上取得显著进展，但在今年晚些时候，我们将真正分开进行工作，即在硬件3上进行训练，同时也单独在硬件4上进行训练。

The expansion at Gigatexis will be dedicated hardware 4 video and inference hardware 4 has cameras that have about 4 or 5 times better resolution and depending on how you count hardware 4 it's about anywhere from 3 to 8 times better than hardware 3 but everything you're seeing thus far is just hardware 3 and we still have a long way to go before we reach the limits of hardware 3. So hardware 3 I think will still do amazing things but hardware 4 I think will probably do about 5 times better. Then hardware 5 which comes out toward the end of next year is 10 times more capable than hardware 4 but given that all of the progress we're seeing with FSD and Optimus is using hardware 3 AI 5 is actually going to be 50 times better than what we're seeing in use today. That's because Elon said hardware 4 would be 5 times better and AI 5 would be 10 times better than that. On X mark said every March of the nines will approximately 10 X the required compute to which Elon said not as high as that but still very high the March of the nines of reliability requires massive data and compute and again based on what we've seen of version 12 I think many of us are confident about the future but we're still yet to see how the improvements and the rate of improvement actually go. That's because as I've said before Tesla no longer has the ability to just write a line of code for a specific problem. So don't misunderstand me I'm not second guessing at all Tesla's strategy here I'm just saying I think we at least have to acknowledge the level of risk that this massive spend on data and compute actually entails. But again it's also true that this hardware and compute spend will directly propel Optimus development as well.

Gigatexis的扩展将专注于硬件4的视频和推理硬件。硬件4的摄像头分辨率大约是之前的4到5倍，根据不同的计算方法，硬件4的性能大约是硬件3的3到8倍。但是到目前为止，你所看到的一切都是基于硬件3，而我们在达到硬件3的极限之前还有很长的路要走。所以，我认为硬件3依然会表现出色，但硬件4可能会表现得更好，大约是硬件3的5倍。然后硬件5将在明年年底面世，它的能力将是硬件4的10倍。不过，鉴于我们现在在FSD（全自动驾驶）和Optimus（特斯拉机器人）上看到的所有进展都是使用硬件3来实现的，AI 5的能力实际上会比现在使用的硬件提升50倍。这是因为埃隆（Elon）说硬件4会比硬件3强5倍，而AI 5会比硬件4强10倍。X Mark说，每次提高九分之一的可靠性大约需要10倍的计算能力，Elon回应说虽然没那么高，但仍然很高，提高系统可靠性的进程需要大量的数据和计算资源。基于我们在第12版中看到的情况，许多人对未来感到乐观，但我们仍需观察改进的效果和速度。因为正如我之前所说，特斯拉已经不能仅仅通过为特定问题编写一行代码来解决问题了。所以不要误解我的意思，我并没有质疑特斯拉的策略，只是说我们至少要承认这种大规模投入数据和计算所包含的风险。不过，同样可以肯定的是，这种在硬件和计算上的投入也将直接推动Optimus的开发。

A local news station in Alabama ran a segment on some new fast chargers going up in the state. All we can see is that it's from Blink and this gentleman just mentioned Hyundai but during this entire segment they said nothing about the connection type or the speeds nothing about the site itself. As I've said before I'm actually quite excited to see what Iana does in this new 7 auto maker partnership. On that front we still don't know which hardware Iana is actually going to use but it's apparent that Hyundai and Blink are indeed in partnership. I also found this charger out there that actually has the Hyundai brand right on it but it does say powered by Blink. We did just learn though that EV charging hardware provider ChemPower just set up its headquarters in Durham, North Carolina. Which as we recently talked about is also where Iana has decided to set up its headquarters and not far away in Charlotte North Carolina is Al Petronic with their HQ. If you haven't been paying attention right now the Carolinas are booming for both EV production and EV charging hardware. Outside of the supercharger network it really feels like Iana is going to be the United States best shot at significantly improving the public charging infrastructure. Which as we know is one of the most common complaints and reasons given why people are hesitant to buy an EV.

阿拉巴马州的一家地方新闻台播放了一个关于该州新建快速充电桩的报道。从片段中我们可以看到这些充电桩由Blink公司提供，这位先生还提到了现代汽车（Hyundai），但是整个报道中他们并没有提到充电桩的连接类型、充电速度或具体地点。正如我之前所说，我对Iana在新的七个汽车制造商合作项目中的表现感到非常期待。目前我们仍不清楚Iana将使用哪种硬件，但显然现代汽车和Blink确实在合作。我还发现了一个带有现代品牌的充电桩，但上面写着由Blink提供动力。 我们刚刚获悉，电动车充电设备供应商ChemPower刚刚在北卡罗来纳州的达勒姆市设立了总部。正如我们最近谈到的，Iana也决定在达勒姆设立其总部，而在不远的北卡罗来纳州夏洛特市，Al Petronic也设有其总部。如果你还没注意到，目前卡罗来纳州在电动车生产和电动车充电设备方面正在迅速发展。除超级充电站网络外，感觉Iana将成为美国显著改善公共充电基础设施的最佳选择。正如我们所知，充电基础设施是人们对购买电动车犹豫不决的最常见原因之一。

A better route planner announced on X they've teamed up with Rivian to bring their charger reliability scores to all of their users. Using data from Rivians connected fleet will route you to the most reliable fast chargers for stress free long drives. You may remember though last summer Rivian acquired a better route planner so this integration shouldn't be a surprise. When it comes to Starlink Mini it turns out for now they're only going to release a limited number of these products and it's actually going to cost $599. Elon did imply a few days ago it could be as low as $250 but for now they're keeping it high. With the aspiration to reduce the price tag Starlink's VP of engineering said their ramping production on the mini and that it'll be available in international markets soon. But for now Starlink Mini is still going to be in bite only. Tesla stock closed the day at $181.57 down 1.78% while the Nasdaq was down 0.79%. It was a lower volume day trading about 17 million shares below the average volume the past 30 days. Don't forget take Elon's advice and check out Surfshark linked below to take advantage of those free months. 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. you.

更好的路线规划器（A Better Route Planner）在X平台上宣布，他们与Rivian（瑞维安）合作，将充电可靠性评分带给所有用户。利用Rivian连接车队的数据，能够为你规划到最可靠的快速充电桩，让长途旅行无压力。不过你可能记得去年夏天，Rivian收购了更好的路线规划器，所以这次整合并不令人意外。 关于Starlink Mini，事实证明目前他们只会推出有限数量的产品，并且价格为599美元。埃隆（Elon）几天前曾暗示价格可能低至250美元，但目前价格仍保持在较高水平。Starlink的工程副总裁表示，公司正加紧生产Mini，并且它很快将在国际市场上推出。不过，目前Starlink Mini仍然处于限量销售状态。 特斯拉（Tesla）股票今天以181.57美元收盘，下跌了1.78%，而纳斯达克指数下跌了0.79%。今天的交易量较低，约为1700万股，低于过去30天的平均交易量。别忘了，按照埃隆的建议，查看下面链接的Surfshark，享受免费的月份。希望大家度过愉快的一天，如果你喜欢这个视频，请点个赞，你可以在下面的链接找到我在X平台上的账号，同时非常感谢所有Patreon（会员支持平台）上的支持者。