首页  >>  来自播客: Electrified 更新   反馈

Auto Exec: The Elon Problem / Major HW3 Update / New Model Y Timeline ⚡️

发布时间 2024-12-31 22:02:31    来源
Welcome to Electrified for the last episode of 2024. It's now official Tesla's Megapack factory in Shanghai has completed construction just seven months after it began. Not only that, but the Megapactory has begun trial production and mass production is expected for quarter one 2025. As we discussed back in May, the Shanghai Lingyang Economic Development Group was the first customer for Megapacks from this factory, a Chinese customer. But as we've talked about, most of the production is expected to go to the global market. We already talked about this more in-depth last week going over some of the expectations and the timeline for the production and what it will mean for Tesla's financials. So if you missed that one, go check it out. The TLDW, over the next two to three quarters, this factory should be the one that takes Tesla's energy division to over 10 gigawatt hours deployed per quarter and over $1 billion in profit per quarter.
欢迎收看《电动时代》的2024年最后一期。现在有个好消息,Tesla位于上海的Megapack工厂已经在开工仅七个月后完成建设。不仅如此,这座工厂已经开始试生产,预计在2025年第一季度开始大规模量产。正如我们在五月份所讨论的,上海领扬经济发展集团成为了这家工厂的第一个客户,是一家来自中国的客户。不过,正如我们之前提到的,大部分产量预计将销往全球市场。上周我们已经深入探讨过关于生产的预期和时间表,以及这对Tesla财务状况的影响。所以如果你错过了,可以去看看。简单来说,在未来的两个到三个季度中,这家工厂应该会让Tesla的能源部门每季度的部署量超过10吉瓦时,每季度利润超过10亿美元。

This video was shared of a Weimo vehicle colliding with one of these self-driving delivery little mini fridges. Shortly thereafter, there was a video shared of Tesla's FSD13 in a similar situation, but it actually waited for the fridge to pass. A shoke shared that saying, to respect other robots equally. To give credit where it's due, the video of Tesla's version 13 in this scenario was from Andrew Petrella on X. All I wanted to add to this one is that, you know, maybe LiDAR is not the panacea that so many analysts still seem to think that it is. Rex shared a clip of version 13.2.2 on Hurry Mode and listen, I watched an unhealthy amount of FSD videos I'm not sure I've ever seen anything quite like this. I'm just going to narrate this real quick so FSD seems to think that there's an extra lane over here to the right. There really isn't, but it goes up and maybe thinks it can't make it all the way to the light. So decides to take a detour through this parking lot, which is also a drive-through. We'll speed up this part. And then after this quick detour, it decides to take a left out of this parking lot and get back on the road rolling this stop sign just like a human would. Now I'm not necessarily advocating for this as good behavior, but it's most certainly human-like. Then we have FSD version 13.2.2 from Scott on X pulling into his driveway, but not only that, it pulls into his garage as well. Now to be clear, this feature is not working perfectly for everyone, but when you see it work well, it's tough not to share. And one more clip that I found to be incredibly impressive and it's from an account that is not widely followed so you may not have seen this one. So FSD really showing off in that clip using reverse and then navigating around to the right to give that car room to go and then proceeding through. Well done in my opinion.
这段视频显示了一辆Weimo车辆与一个无人驾驶送货小冰箱相撞。不久后,特斯拉的FSD13在类似情况下的视频被分享出来,但它实际上等待了冰箱通过。一位用户分享并补充说,要平等尊重其他机器人。值得肯定的是,在这个情景中,特斯拉第13版本的视频来自Andrew Petrella在X平台上的分享。我想补充的一点是,或许LiDAR并不像许多分析师认为的那样是万能的。Rex分享了一段FSD 13.2.2版本在加速模式下的视频。我看了很多FSD视频,但不太确定有没有见过像这样的情况。我快速讲述一下:FSD似乎认为右边有一个额外的车道,但其实并没有,所以它上去后可能觉得到达不了红绿灯,就决定通过停车场绕行,而这个停车场也是个得来速。快进这部分。然后在这次快速绕行之后,它决定左转离开停车场,回到路上,就像一个人一样闯了这个停车标志。现在,我不一定认为这是一种好的行为,但确实非常像人类。接下来是来自Scott在X平台上分享的FSD 13.2.2版本,它驶入了他的车道,不仅如此,还开进了他的车库。需明确的是,这一功能并不是对所有人都完美适用,但当你看到它运行良好时,很难不分享。还有一个我觉得非常令人印象深刻的视频片段,是来自一个不太被广泛关注的账号,所以你可能没有见过。在那个片段中,FSD非常出色地倒车,然后向右绕行,为另一辆车腾出空间,然后继续前进。我认为做得相当好。

Look, we had probably one of the preeminent AI labs when I left Uber. You guys know high-rolled when I was doing Uber. Like we probably do some pretty interesting stuff on that front. I mean sort of in a more practical, on the more practical side, like we were starting to roll out. And of course we're doing the autonomy thing. I'll put that aside. I think Elon's going to take care of that at this point. That was Uber's former CEO about one month ago, basically just relying on Elon and Tesla to solve autonomy.
看,当我离开Uber时,我们可能拥有最杰出的AI实验室之一。你们知道我在Uber的时候一直在大胆尝试。我们在这方面确实做了一些非常有趣的事情。我是说从更实际的角度来看,我们开始推出一些项目。当然,我们也在做自动驾驶方面的工作,不过我觉得这方面现在可以交给Elon和特斯拉去解决。这是Uber的前CEO大约一个月前说的,他基本上就是在依赖Elon和特斯拉来解决自动驾驶的问题。

Then more recently, Pierre Farragu was highlighting how 13.2.2 was driving him around with literally no interventions and he said I believe the AI inflection is now 2025 will be year zero of the AI era. Hardware three owners can now rejoice as FSD version 12.6, which could be thought of as a mini version 13 is now rolling out to select customers. It's software update 2024.45.25.10. It has end to end on the highway, improved city streets behavior, which reduces fall slowdowns and improves obstacle avoidance.
最近,Pierre Farragu 强调说,版本 13.2.2 让他保持行驶,几乎不用任何干预。他表示,他相信人工智能的转折点将在2025年,那将是人工智能时代的“元年”。硬件三的车主们可以高兴了,因为 FSD 版本 12.6(可以看作是版本 13 的迷你版)现在开始向部分客户推出。这是软件更新 2024.45.25.10,它在高速公路上实现了端到端的改善,并提升了城市街道的表现,减少了意外减速并提高了避障能力。

It does have speed profiles. Earlier and more natural lane change decisions, the redesigned controller and the max speed update where autopilot determines the suitable speed limit within your allowed limit. On the release, a shock said pulled in a few important improvements from version 13 into this 12.6 release for AI three, initially rolling out to SNX customers, other platforms should be within a week. So I just want everybody to sit with this for a few seconds. At the beginning of 2024, all Tesla customers were still on FSD version 11. So throughout the course of this year, we got version 12 and the end to end, and now we're of course onto version 13.
它确实有速度配置。早期和更自然的换道决策,重新设计的控制器和最大速度更新功能,自动驾驶在您的允许范围内确定合适的速度限制。在发布时,一些重要改进从版本13整合到了这个12.6版本中,首次为AI三引入,最初是面向SNX客户推出的,其他平台应该会在一周内跟进。所以我希望大家能花几秒钟来理解这点。到2024年初,所有特斯拉客户仍然使用FSD版本11。今年我们经历了版本12和端到端的变化,现在当然已经进入版本13。

Hopefully for most of you, that does really mean something because you've been around and watching closely when version 11 was out, which again is part of why I like covering the daily news flow because over time you can pick up on those changes and realize why they're so important, you can actually see the pace of progress. And that's part of why Elon responded to Danny as she was saying how can you call yourself a tech influencer and not recognize how advanced Tesla software is to which Elon said the brutal reality of the situation will hit like a tsunami towards the end of next year.
希望对于大多数人来说,这确实意义重大,因为当版本11发布时你们一直关注,这也是我喜欢跟踪每日新闻的原因之一。随着时间的推移,你可以发现这些变化,并理解它们的重要性,真正看到进步的速度。这也是为什么埃隆回应丹尼时提到的原因。当时丹尼问他“你怎么能称自己为科技影响者而不承认特斯拉软件的先进程度?”对此,埃隆回答说,到明年年底,现实的残酷将像海啸一样袭来。

Many of us have been waiting years for this unsupervised moment for FSD and all of the data points are aligning, it's looking like at some point next year it's finally going to be the year. Also when it comes to Elon's new name on X, Keckius Maximus, so Keck or Keke is essentially a translation of LOL. If you want to know world of Warcraft when players would type in LOL in the chat, due to the game's language translation mechanics it would translate that to K-E-K so over time it just became an effective replacement for LOL.
我们中许多人已经等待多年,希望完全自动驾驶能够在没有监督的情况下实现,现在所有数据点都在指向这个方向,看起来明年某个时候终于会成为实现这一目标的一年。至于埃隆在X上的新名字"Keckius Maximus",“Keck”或“Keke”基本上是LOL(大笑)的翻译。如果你了解《魔兽世界》这款游戏,玩家在聊天中输入LOL,游戏的语言翻译机制会将其翻译为K-E-K,久而久之,这就成了LOL的一个有效替代词。

But Keck doesn't actually stand for anything like LOL does. And then Maximus from the movie Gladiator and we know Elon loves history and in this sense is kind of like engaging in battles, in this case internet culture and memes, and his new PFP is Pepe the Frog in some battle attire playing video games. The simplest explanation is it's Elon's way of having fun and engaging in battle with internet culture.
但是“Keck”实际上并不像“LOL”那样代表某种意义。然后是电影《角斗士》中的Maximus,我们知道Elon热爱历史,可以说他喜欢参与战斗,在这种情况下是互联网文化和模因。而他的新头像则是穿着战斗服饰的Pepe青蛙在玩电子游戏。最简单的解释是,这就是Elon以他的方式享受乐趣,并与网络文化进行“较量”。

If your experience has been like mine you have people constantly asking you how your Tesla handles the snow, here's another data point from Tesla, all vehicles will automatically gauge the friction of the surface you're driving on, and optimize for best control. Keckius, I mean Elon said nothing beats an electric motor for extreme precision. Airwave Dynamics on YouTube shared a new video of the exit for the new Cybertruck Boring Tunnel at Giga Texas.
如果你的经历和我一样,你会经常有人问你的特斯拉在雪地上的表现如何。这里有一个特斯拉的数据点:所有车辆都会自动评估你正在驾驶的路面的摩擦力,并优化以获得最佳控制。凯克斯,也就是埃隆,说没有什么比电动机更能实现极致精确。Airwave Dynamics在YouTube上分享了一段关于德州超级工厂新推出的Cybertruck隧道出口的视频。

All right, I'm going to talk a little bit about my video. Speaking of the Cybertruck, Tesla has once again denied that the Cybertruck will be brought to China as many of those rumors were suggesting. At least for now a Tesla China source said it was false information and that there is no such plan for January 1st. However, the truth of the situation is that Tesla is likely to deny these rumors all the way up to the point in which the Cybertruck is actually ready to be launched in the Chinese market if and when that happens, so as to not Osborn any other sales. As we've covered, there are some data points out there that would lead us to believe Tesla may be up to something working on getting the Cybertruck ready for China, but for me at this point, I'm not expecting it anytime soon.
好的,我来简单谈谈我的视频。关于Cybertruck这款车,特斯拉再次否认会将其引入中国市场,这与许多传言相反。至少目前,特斯拉中国的一位消息人士表示这是假消息,并且1月1日没有这样的计划。不过,事情的真相是,特斯拉可能会一直否认这些传闻,直到Cybertruck真正准备在中国市场发布为止,这样才能避免影响其他车型的销售。正如我们讨论的,有一些数据显示,特斯拉可能正在努力让Cybertruck进入中国市场做好准备,但就我个人而言,现在我对此没有太高的期待。

Here's a fun fact for you, 95% of your serotonin, which is key for regulating your mood and 70% of your immune system is found in the gut. As we all look to 2025, I hope you all have something to get excited about. It doesn't have to be wellness related, although I am a big proponent of challenging yourself physically as it'll lead to mental benefits you didn't even consider.
这里有一个有趣的事实:95%的血清素(对调节情绪非常重要)和70%的免疫系统都存在于肠道中。展望2025年,我希望你们都有让自己感到兴奋的事情。它不一定要和健康有关,尽管我非常支持通过身体上的挑战来获得意想不到的心理益处。

Now if you've been around, you know I've had a pretty tumultuous couple years physically with a herniated disc and a parasite that wreaked havoc on my gut and immune system, but I also know we all have hurdles in life and a big part of who we become is how we deal with them. You can get discouraged and frustrated and feel behind and accept mediocrity, or you can view them as part of your story that one day may help to inspire others. As I've been saying, just stay tuned for 2025.
如果你一直关注我,你会知道过去这几年我在身体上经历了很多波折,比如椎间盘突出和一个让我的肠胃和免疫系统遭殃的寄生虫。但我明白,我们每个人在生活中都会遇到困难,而我们成为什么样的人,很大程度上取决于我们如何应对这些困难。你可以感到沮丧、挫败,觉得落后并接受平庸,或者你可以把这些困难视为你人生故事的一部分,可能有一天会激励他人。正如我一直所说的,请继续关注2025年。

And it is a fact, I have my family taking AG1 the sponsor of this episode. My sister, my brother-in-law, and my wife have been green-pilled if you will, and they love it as part of their daily routine. For me, I like to sit mine throughout the day so I have a constant intake of these 75 vitamins, minerals, and probiotics with every servant. The B vitamins in AG1 do help to support my energy through the afternoon lull without needing caffeine because that does mess with my sleep at night if I drink it too late in the day.
这是事实,我让家人也开始服用这集节目的赞助商AG1。我妹妹、妹夫和妻子都开始坚持使用AG1,或者说"吃绿药丸",他们很喜欢将它作为日常习惯的一部分。对我来说,我喜欢每天分次服用,这样能够持续摄入这些75种维生素、矿物质和益生菌。AG1中的B族维生素确实帮助我在下午精力低落时保持能量,而不需要咖啡因,因为如果我太晚喝咖啡会影响晚上的睡眠。

But as I always say, AG1 is just something you have to try for yourself, we all react differently. And even if you don't feel something after a few months, that does not mean that your body processes are not working better. AG1 is still offering that limited edition gift in addition to the welcome kit, so if you'd like to support the channel, you can head to drinkag1.com slash electrified to check it out, or you can use the QR code on the screen.
正如我常说的,AG1 是一种你必须亲自尝试的产品,因为每个人的反应都不同。即使在几个月后你没有明显的感觉,这也并不意味着你的身体机能没有改善。AG1 仍然在提供限量版礼品,和欢迎礼包一起赠送。如果你想支持这个频道,可以访问 drinkag1.com/electrified 查看详情,或者使用屏幕上的二维码。

As always, to everybody who tries out these sponsors, I cannot thank you enough, it is true this channel would not exist if you guys weren't so supportive. The weekly Tesla China number came in for the last full week of the quarter and the year at 17,600. Compared to the same week in quarter 3, that number was 22,600. Thus, quarter over quarter, Tesla China is now up 7.7%.
一如既往,我非常感谢每一位尝试这些赞助商的人。说实话,如果不是大家的支持,这个频道可能就不会存在。过去一周的特斯拉中国销量数字出炉,作为本季度和今年最后一个完整周,该数字为17,600辆。相比第三季度同期,这一数字为22,600辆。因此,特斯拉中国的销量环比增长了7.7%。

The previous record for a quarter for Tesla China was quarter 3 of this year at 181,500. And given that we're now over 194,900, clearly we have set a new record. Week 13 in quarter 4 last year came in at 15,800. So year over year, quarter 4 was up 13%. Then zooming out, looking at the year to date figure for Tesla China domestically, it ended up 7.56% on the year.
特斯拉中国上一季度的纪录是在今年第三季度,达到了181,500辆。而目前我们已超过194,900辆,显然已创下新的纪录。去年第四季度的第13周销量是15,800辆,因此与去年同比,第四季度增长了13%。如果从全年数据来看,特斯拉中国的国内销量同比增长了7.56%。

Now yes, technically there are 2 days left, but remember these numbers are rounded to begin with so we have to allow some room for error with all of these numbers. But for 2023, this figure came in at over 609,700, whereas this year we're over 655,900. But as we've talked about year over year, Tesla is likely to be roughly flat no matter how quarter 4 deliveries come in.
现在确实技术上还有两天,但请记住,这些数字本身就是经过四舍五入的,所以我们需要为所有这些数字留有一定的误差空间。2023年的数字超过了609,700,而今年超过了655,900。但正如我们之前年复一年谈到的,无论第四季度交付量如何,特斯拉可能都会保持相对持平。

Just remember this Thursday, the second Tesla is likely to release the Q4 delivery numbers sometime in the morning. Historically, that's been around 9am and Tesla would need roughly 515,000 deliveries to have positive year over year delivery growth. On that front, Joe Tettmeyer was talking about production right now at Gigataxis. He said not only does it appear there won't be production at least until late this week, but there were zero new model-wise anywhere to be seen in all the usual places the entire Model Y inventory at the factory is gone.
请记住,这周四,特斯拉很可能会在早上发布第四季度的交付数字。以往的时间大约是在上午9点左右。特斯拉需要大约交付51.5万辆才能实现同比交付增长。关于这一点,Joe Tettmeyer提到目前在Gigataxis的生产情况。他说,这周至少到周末之前似乎都不会有生产,而且在所有常见的地方都看不到新的Model Y,工厂里的Model Y库存已经全部清空。

So naturally when you have that paired with this chart of Tesla's inventory data, which we have to take with a grain of salt, but looking at the directional trends, it's very clear that as of December, all of Tesla's inventory has been on a steep decline. I bring this up because plenty of people are saying this definitely means that Juniper production is going global as soon as Quarter 1 next year. The argument goes that Tesla is doing everything it can to clear out its old Model Y inventory to make room for the new model.
因此,当你把这个与这张特斯拉库存数据图表结合起来看时,虽然我们需要保持谨慎态度,但从趋势来看,很明显,到12月为止,特斯拉的库存正在急剧减少。我提到这一点是因为有很多人认为这无疑意味着Juniper的生产会在明年第一季度全球铺开。有人认为特斯拉正在尽一切努力清理旧款Model Y的库存,以便为新款车型腾出空间。

Which yes, on the surface makes sense, but I'm not sure that's a valid conclusion because all of the other models have seen the same decline as well. All I'm trying to say is the explanation could be as simple as Tesla trying to close out the quarter strong across all of its lineup. But then squarely in the rumor category, Chris Zang said based on order volume from door panel suppliers, the production capacity of the new Model Y at Shanghai will surge to 2400 units per day starting January 1st.
这句话的中文翻译为:表面上来看,这似乎有道理,但我不确定这是一个有效的结论,因为其他所有车型也都出现了相同的下降趋势。我想说的只是,解释可能很简单,就是特斯拉试图在季度结束时全线发力。然而,在传闻层面,Chris Zang 说根据车门面板供应商的订单量,上海的新款 Model Y 的生产能力将从1月1日起飙升至每天2400辆。

Just so you know, this number would roughly be on par with the outgoing Model volume at full capacity. That's not how the Model 3 change overworked, they slowly ramped back up the production volume. You could also argue that in China Tesla has already refreshed parts of the Model Y over there with things like the interior lighting. But all that matters for now, it looks like the new Model Y will be revealed in China in Quarter 1 and then hopefully in the United States and globally sometime in the second half of next year. It could potentially be sooner in the US, I'm just keeping my expectations very low. Ash Regan, a member of the Scottish Parliament has been writing Elon to encourage him to build a factory in Scotland. Elon quickly threw cold water on that idea saying very few companies will be willing to invest in the UK with the current administration.
为了让你明白,这个数字大致相当于现有车型在满负荷生产时的产量。这与Model 3的换代方式不同,Model 3是逐步提升生产量的。你可以说,特斯拉在中国已经对Model Y进行了一些更新,比如内饰照明。但目前最重要的是,新款Model Y预计将在第一季度于中国发布,然后希望在明年下半年在美国和全球市场发布。也有可能在美国的发布时间会提前,不过我对这个期望保持谨慎。苏格兰议会议员阿什·里根一直在写信给埃隆·马斯克,鼓励他在苏格兰建厂。埃隆对此迅速泼了冷水,表示在当前政府领导下,很少有公司愿意在英国投资。

We won't cover all of these so this is more of a PSA just know that Tesla does periodically update the owner's manual with the latest features. With the holiday update, Tesla has added new instructions indicating the inside of the windshield within the front camera enclosure must be cleaned periodically. And now advises users to schedule cleaning service if it's needed by checking the new maintenance section under vehicle controls, service and maintenance. Just know you can do that yourself if you're so inclined but I'll have this article linked below with some other changes.
我们不会涵盖所有内容,因此这更多是一则公告,让大家知道特斯拉会定期更新车主手册以包含最新功能。在假期更新中,特斯拉新增了说明,指出前置摄像头外壳内侧的挡风玻璃需要定期清洁。现在建议用户在“车辆控制”下查看新的“保养”部分,如果需要,安排清洁服务。当然,如果你愿意,你也可以自己进行清洁。我会在下面附上这篇文章的链接,其中也包含其他一些变化。

In case you missed it, Tesla is now offering free lifetime supercharging if you buy a new Cybertruck Foundation series. This scary image was shared on Facebook, they said, got in a terrible accident today in my model why with my husband and both kids in the car, a massive SUV literally landed on top of us, we're thankful to be alive, the firefighters and police all said if we were in any other car but a Tesla we would not have made it. If you ask me, that's a great screenshot to share with your family and friends. Robert Scobel who's been in the tech industry for decades said he was talking with an exec at a major US car maker earlier last night.
如果你错过了,特斯拉现在提供免费终身超级充电服务,只要你购买新的Cybertruck基础系列。这张令人害怕的图片在Facebook上分享:他们说,“今天我和丈夫以及两个孩子在我的Model Y中发生了严重事故,一辆大型SUV几乎压在我们身上,我们感恩自己还活着。消防员和警察都说,如果我们坐的是其他轿车而不是特斯拉,我们可能就活不下来了。”在我看来,这是一张值得与家人和朋友分享的好截图。罗伯特·斯科贝尔(Robert Scobel),一个在科技行业工作了几十年的人,说他昨晚和一家大型美国汽车制造商的高管进行了交谈。

He said he's despondent, he knows his company is in trouble because transportation is about to radically change due to autonomy. And he can't figure out how to save it because his bosses are not willing to listen for many reasons. Robert said I told him we could save his company but he would have to convince the committee above him to work with Elon and show up with a bag of billions to which the executive said impossible. Well, you know what they say about Prad. You're going to go out five years now and you're going to talk to somebody like it's crazy where things are today. Could you have seen it five years ago? No. And I think autonomous is an example of where there's going and it's my other view like well come out of Robotax today, it's a good example. I'm there, a lot of people maybe on the broadcast for their institutionally next day. This is the last lack of detail, disappointment.
他说他感到沮丧,他知道因为自动化,交通方式即将发生巨大变化,他的公司正面临困境。他无法找出拯救公司的办法,因为他的上司由于种种原因不愿意倾听。罗伯特告诉他说,他们可以拯救他的公司,但他必须说服他上面的委员会,与埃隆合作,并携带数十亿资金,但这位高管表示这是不可能的。大家都知道普拉德的事情。再过五年,你会和某人交流,现在的情况实在令人难以置信。五年前你能预见到吗?不能。我认为自动化就是一个未来发展的例子,就像今天推出的自动驾驶出租车一样,这是一个很好的例子。很多人在广播中也可能关注到这一进展。缺乏细节,令人失望。

Right away I came out, I'm like dude this is the top three day I've ever been doing 25 years, thousands of events. Because it comes down to a lot of institutional in the spreadsheet, wearing the fleece news sleeve, they can't see it. It's not in front of them, it's not spoon fed to them. You see where it goes and that's my view of like where Tesla is heading. To wiveries is 10% of the story now. Nice to see Dan Ives calling out the spreadsheet warriors that still are failing to see the future were rapidly headed towards. As I currently record Tesla stock is at about $407 down about 2.4% on the day while the NASDAQ is down roughly 1%.
当然,我马上就出来了,我心里想,这可是我过去25年、经历过无数次活动的前三名的一天。因为这涉及到很多机构,“表格战士”们穿着抓绒衣,看不到事情的全貌。信息没有摆在他们面前,也没人喂到他们嘴里。你可以看到事情的发展方向,这就是我对特斯拉未来发展的看法。目前无线电(或无线充电)只是故事的10%。看到Dan Ives指出那些仍未能预见未来的“表格战士”真是令人欣慰。在我录制这段话时,特斯拉的股价大约是407美元,下跌了约2.4%,而纳斯达克指数则下降了约1%。

As we zoom out though and look at 2024 as a whole, it's been quite the roller coaster. We began the year at roughly $250 a share. By April we were down in the 130s. By July we were back in the green for the year trading in the 260s. In August we had one more mega dip taking us back down in the 180s. And with where we sit now over $400 per share, year to date Tesla stock is up over 69%. As we closed out 2024 I just want to take a quick second to sincerely thank you all for being here day after day. I know everyone's time is precious, there's so much incredible content on the internet, especially in the Tesla circle. I'll certainly do my best to continue being valuable and as I've been saying the past few months 2025 really is shaping up to be the year. Who knows what the stock will do but for Tesla the company? This could be a very special year so hopefully you all stick around for 2025 and beyond.
纵观整个2024年,这真是一个过山车般的旅程。我们年初时股票价格大约是每股250美元。到四月份,我们跌到了130多美元。到七月份,我们又反弹到了260多美元,实现了年内的盈余。八月份,我们再次经历了一次大幅下跌,降到180多美元。而现在我们已经涨到了每股超过400美元,今年以来特斯拉的股票上涨了超过69%。在2024年结束之际,我想花一点时间真诚地感谢大家每天的陪伴。我知道大家的时间都很宝贵,网上有太多精彩的内容,尤其是在特斯拉圈子里。我会尽力继续为大家提供有价值的信息,正如我在过去几个月所说的,2025年真的有望成为特别的一年。不知道股票表现如何,但对特斯拉公司来说?这可能是非常特别的一年,希望你们都能继续关注2025年及以后。

Ashley and I wish you all many blessings heading into 2025. Hope you have a wonderful and a safe new year and I should be back uploading as of Thursday. Don't forget if you're interested check out AG1 linked below, grab that limited time gift that they're offering for the holidays. Hope you 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.
Ashley和我祝愿大家在迎接2025年时能得到很多祝福。希望你有一个美好而安全的新年。我计划从周四开始恢复上传视频。如果你有兴趣,别忘了查看下方的AG1链接,获取他们为假期提供的限量礼品。希望你度过美好的一天,如果你喜欢这个视频,请点赞。你可以通过下方链接在X上找到我,非常感谢我所有的Patreon支持者。



function setTranscriptHeight() { const transcriptDiv = document.querySelector('.transcript'); const rect = transcriptDiv.getBoundingClientRect(); const tranHeight = window.innerHeight - rect.top - 10; transcriptDiv.style.height = tranHeight + 'px'; if (false) { console.log('window.innerHeight', window.innerHeight); console.log('rect.top', rect.top); console.log('tranHeight', tranHeight); console.log('.transcript', document.querySelector('.transcript').getBoundingClientRect()) //console.log('.video', document.querySelector('.video').getBoundingClientRect()) console.log('.container', document.querySelector('.container').getBoundingClientRect()) } if (isMobileDevice()) { const videoDiv = document.querySelector('.video'); const videoRect = videoDiv.getBoundingClientRect(); videoDiv.style.position = 'fixed'; transcriptDiv.style.paddingTop = videoRect.bottom+'px'; } const videoDiv = document.querySelector('.video'); videoDiv.style.height = parseInt(videoDiv.getBoundingClientRect().width*390/640)+'px'; console.log('videoDiv', videoDiv.getBoundingClientRect()); console.log('videoDiv.style.height', videoDiv.style.height); } window.onload = function() { setTranscriptHeight(); }; if (!isMobileDevice()){ window.addEventListener('resize', setTranscriptHeight); }