Licensing FSD: Not So Fast / New Tesla Partnership / New Model Y Demand ⚡️

Welcome to Electrified, it's your host Dylan Loomis. A heads up, over the next two or so weeks we're having some construction done in our home and my office is the central hub, so Ashley and I will be at a new location for a bit. And as a result, I will not be on camera for these episodes. I know it's not as engaging, but I appreciate your understanding on this one and I'll be back on camera and in my regular routine as soon as we're able. I'm sure many of you have seen this by now, but just in case you haven't listened to what Jim Farley just said. I think we're in good shape with our internal capabilities, but look, we're not so Polly Anish about our own capability that we're not going to look at other people's system or not believe that level four personal autonomy is going to be interesting at some point. They're making a lot of progress over there in level four and it is time for us, not just me who asked but globally, they're looking at and that's why we made some of the announcements we did today because we need a strong strategy team to decide do we partner, do we continue to ride our own team into this level four personal autonomy. And I think you're going to find just like our move on our go will be thoughtful and practical. We won't get in love with the size of the market. We'll make a practical decision and I think we'll be well positioned. I'm very confident in Sammy and Doug and their technical prowess. They know the FSD system, they know what's out there, they know the way most system as they get democratized for level four individual level four. And so I think we'll make a good decision, but I think Adam, we're a lot closer to that partnering decision at Ford. A few things.

欢迎来到《Electrified》，我是你的主持人Dylan Loomis。提前告知一下，在接下来的两周左右，我们家会进行一些施工，而我的办公室是个中央枢纽，所以我和Ashley会暂时换个地方录制。因此，我在这段时间的节目中不会出现在镜头上。我知道这样可能不太有趣，但感谢你们的理解，一旦条件允许，我会尽快回到正常状态上镜。 我相信你们中的许多人已经听过Jim Farley最近的发言，但如果你还没听到，请注意一下。他说：“我们对内部能力的状态感到满意，但我们也不盲目自信，我们会关注其他人的系统，并承认四级个人自动驾驶在未来会变得有趣。他们在四级自动驾驶方面取得了很大进展，是时候不仅仅是我，全球都在关注。因此，我们今天做出了一些宣布，因为我们需要一个强大的战略团队来决定是合作伙伴还是继续依靠自己的团队来实现四级个人自动驾驶。我认为你会发现，我们的举措将是深思熟虑和务实的。我们不会被市场规模冲昏头脑，而是做出一个务实的决定，我认为我们将会很好地定位。我对Sammy和Doug及其技术能力充满信心，他们了解FSD系统，知道外面的情况，以及四级个人自动驾驶系统是如何逐渐普及的。我认为我们会做出一个不错的决定，并且我们在福特，距离达成合作决定更近了。” 一些重点内容。

Number one, the term Polly Anish just basically means overly optimistic. Second, it's important to know who Sammy and Doug are. Sammy is Sammy Omari Ford's executive director of ADAS. So he leads Ford's blue crews and then it's Doug Field who yes used to be an executive at Tesla and naturally, plenty of people are excited thinking that this was Jim Farley saying that Ford is close to partnering with Tesla to license FSD and that certainly might be the case. I just want to highlight one thing. Waymo is actually already in the midst of licensing its technology to Hyundai as they announced late last year. It's going to be critical for Ford to find every single edge possible to catch up when it comes to the EV race because it knows that it's well behind.

首先，“Polly Anish”这个词基本上是指过于乐观。其次，了解Sammy和Doug是谁很重要。Sammy是Sammy Omari，福特ADAS（高级驾驶辅助系统）的执行总监，所以他领导福特的蓝色巡航团队，Doug Field曾经是特斯拉的高管，所以很多人自然感到兴奋，认为这可能是Jim Farley在暗示福特即将与特斯拉合作，获得FSD（全自动驾驶）的授权，这当然有可能。我只想强调一件事，Waymo实际上已经在去年年底宣布，正在将其技术授权给现代。因此，对于福特来说，找到每一个可能的优势来赶超电动车领域至关重要，因为他们知道自己远远落后。

So from Ford's perspective, they can choose to license FSD who is a direct competitor because Tesla makes EVs or they can choose to give that partnering money and licensing fees to Waymo who's not a direct competitor. Obviously, Waymo doesn't have any EVs that compete with the F-150 Lightning or the Mach-E. And later this year, we're supposed to see these Waymo systems integrated into Hyundai Ionic 5 vehicles. That's when the testing will begin and then these Ionic 5s are set to be added to the Waymo network in the years to follow for passenger rides. And listen, most of us here would probably agree and believe that Tesla will have unsupervised FSD paid rides here sometime this year, but from Ford's perspective, they may not have that confidence. They may be looking at Waymo right now, expanding fairly quickly to different cities with paid driverless rides and thinking maybe we can just get started with Waymo system now and not give that money to Tesla. I am not trying to argue that I think Ford's going to choose Waymo. I'm really just playing devil's advocate here and trying to say that I don't think it's a done deal that Ford is definitely going to choose FSD. But either way, it does sound like we're going to find out sometime later this year.

从福特的角度来看，他们可以选择向特斯拉的FSD（全自动驾驶系统）支付许可费，尽管特斯拉是他们在电动车领域的直接竞争对手；或者，他们可以选择向并非直接竞争对手的Waymo支付合作资金和许可费。显然，Waymo没有电动车与福特的F-150 Lightning或Mach-E竞争。今年晚些时候，Waymo系统将被整合到现代Ioniq 5车辆中，届时测试将开始，未来这些Ioniq 5将加入Waymo网络用于乘客载送服务。 大多数人认为特斯拉将在今年某个时候推出无需监督的FSD付费载客服务，但福特可能对这一点没有信心。他们可能正在关注Waymo在不同城市快速扩展的无司机载客服务，并认为也许可以现在就开始使用Waymo系统，而不必将资金给特斯拉。我并不是在说福特一定会选择Waymo，我只是扮演一下唱反调的角色，并指出福特未必会选择FSD。但无论如何，我们可能会在今年晚些时候得到答案。

Farley also said, for larger retail electric vehicles, the economics are unresolvable. These customers have very demanding use cases for an EV. They tow, they go off road, they take long trips. These vehicles have worse aerodynamics and they're very heavy, which means large and expensive batteries. Farley was talking about bigger SUVs like the Ford Expedition for Retail Customers. He said retail customers have shown they will not pay any premium for these large EVs, making them a very tough business case. Thus, on the retail side, it sounds like bigger electric vehicles are not in the plans at all for Ford. Those vehicles will likely be the extended range EVs, if they have any electrified offering in that segment at all. Farley said small and medium-sized trucks and SUVs are the sweet spot for pure EVs.

法利（Farley）还表示，对于较大的零售电动汽车，其经济性问题无法解决。这些顾客对电动车的使用要求非常高，他们需要拖曳、越野，进行长途旅行。这些车辆的空气动力性能较差，而且重量很大，这意味着需要大型且昂贵的电池。法利所指的是像福特探险者（Ford Expedition）这样的为零售客户设计的大型SUV。他提到，零售客户不愿意为这些大型电动车支付额外费用，这使得这类车型的商业前景变得非常困难。因此，在零售方面，福特似乎完全没有计划推出更大型的电动车型。如果在这个领域有任何电气化的产品的话，很可能会是续航里程更长的电动车。法利表示，中小型卡车和SUV才是纯电动车的理想定位。

Had to pass this video along as Brian from Futureaza said, who said Waymo rides can't be exciting. Of course, you'll see headlines like this today, the Trump administration halts $5 billion EV charging program that benefited Tesla, painting it as some terrible thing for Tesla's business. This is dealing with a Neve program, the National EV Infrastructure program, and the agency said it's immediately suspending the approval of plans to deploy new EV chargers for all fiscal years and will no longer approve new funding requests until a new plan is implemented, which is supposed to be ready by the spring. This really is no surprise at all, this is the very program that after about two years of being launched had a handful of sites actually deployed. However, the word is the legality of pausing this program is still an open question considering the money for it was approved by Congress as part of the IRA.

不得不转发这段视频，正如Futureaza的Brian所说，谁说Waymo的乘车体验不精彩。当然，你今天会看到这样的头条新闻：特朗普政府叫停了一项价值50亿美元的电动汽车充电计划，该计划对特斯拉有利，把这一举措描绘成对特斯拉业务的重大打击。这涉及到一个叫做全国电动汽车基础设施计划（NEVI）的项目，相关机构表示将立即暂停批准所有财政年度的新电动汽车充电站部署计划，并且在新的计划实施之前，不会再批准新的资金请求，新计划预计将在春季准备就绪。事实上，这并不令人意外，因为这个计划自启动约两年来，实际上只部署了少量站点。然而，有一种说法是，暂停这个项目的合法性仍然存有争议，因为这笔资金是国会作为《降低通胀法案》的一部分批准的。

I've seen some folks say that Tesla got none of this money, that's not accurate, Tesla has received $31 million from Neve funding for 539 fast charging ports, which works out to 6% of all of the funds from this program distributed so far. But of course, $31 million really is a drop in the bucket for Tesla at this stage. Have a listen to what Elon said about it back in 2021. What about the support though for the charging? There are parts of this bill. No? No. I mean, do we need support for gas stations? We don't. So there's no need for this support for a charging network. I would delete it. Delete. Okay. All right. I'm literally saying get rid of all subsidies. And also for oil and gas. So Elon's stance on this has not wavered over the past few years and the reality is that 94% of these Neve funds were basically going to Tesla's competitors. And sure, some of those competitors would have sites that had NACS ports that Tesla customers could use.

我看到有人说特斯拉没有拿到这笔钱，这不准确。特斯拉从Neve资金中获得了3100万美元，用于建设539个快充端口，这占到目前为止该项目所有资金的6%。但当然，对于特斯拉而言，3100万美元只是杯水车薪。听听埃隆在2021年是怎么说的吧。关于充电支持呢？这个法案里有一些部分。没有？没有。我的意思是，我们需要为加油站提供支持吗？我们不需要。所以，充电网络也不需要这样的支持。我会删掉它，删掉。好的。我的意思是，取消所有补贴，包括对石油和天然气的补贴。所以，这些年来，埃隆对这个问题的立场一直没有改变，实际上，94%的Neve资金基本是给了特斯拉的竞争对手。当然，其中一些竞争对手会有安装了NACS端口的站点，特斯拉的客户可以使用这些端口。

But remember, this was the funding that required CCS ports at these locations to get the funding. This will slow down the public charging rollout, especially in those underserved areas that this neve funding was meant to target. But Tesla doesn't need the money and the requirements around CCS were outdated anyway. And again, the word is states are under no obligation to stop these projects based solely on this announcement. They're saying there's no legal basis for stopping plans that have already been approved and funded. Plus, there will still be private companies like IANA that continue to push forward with their EV charging plans. Speaking of IANA, they now have six locations open and they plan to open more than 100 sites with more than 1,000 charging bays this year. In case you want to check one of these locations out, their Apex North Carolina, Willoughby, Ohio, Springfield, Ohio, Scranton, PA, Houston, Texas, and Abilene, Kansas.

但是请记住，这笔资金要求在这些地点安装CCS接口才能获得资金支持。这将会减缓公共充电站的推广，尤其是在那些本来就是这笔新资金重点针对的服务不足地区。不过，特斯拉并不需要这笔钱，而且有关CCS的要求本身就已经过时。而且，据说各州没有义务仅因为这个公告就停止这些项目。他们表示，没有法律依据可以停止已经批准和资助的计划。此外，还会有像IANA这样的私营公司继续推动他们的电动汽车充电计划。说到IANA，他们现在已经开放了六个地点，并计划今年开放超过100个站点，提供超过1000个充电桩。如果你想去看一下他们的地点，可以访问位于北卡罗来纳州Apex、俄亥俄州Willoughby、俄亥俄州Springfield、宾夕法尼亚州Scranton、德克萨斯州休斯顿和堪萨斯州Abilene的充电站。

In a somewhat confounding move by Tesla, they have increased the price of the Model X by $5,000 for each variant, which means the all-wheel drive version no longer qualifies for the tax credit. Which means for those that did qualify, this vehicle just became $12,500 more expensive overnight. And back to the conversation about what Tesla's plans are for the Model S and X I know I never followed up on that. I would love to see these vehicles stick around as flagship products for Tesla even though their low volume. And I think it'd be tough to make the argument that would be a good business decision for Tesla given how low the volumes are for these vehicles, but from a consumer perspective, I've always aspirationally wanted to eventually move up to a Model S.

特斯拉做出一个有些令人困惑的决定，将Model X每款车型的价格提高了5000美元，这使得全轮驱动版本不再符合税收抵免的资格。这意味着对于那些原本符合条件的买家，这款车的价格一下子上涨了12500美元。至于特斯拉对Model S和X的计划，我们之前讨论过，但我没能继续跟进。我希望这些车型能够作为特斯拉的旗舰产品保留，即便它们的销量不高。我觉得从商业角度来看，很难说这是一个好的决定，但从消费者的角度出发，我一直希望能最终升级到Model S。

And I thought it would be cool for these vehicles to serve as a testbed for new technology for Tesla, but the way things are trending, it doesn't look like that's where we're going. So unless there was something wild that happened throughout the supply chain that made cost of good sold go way up for this model, maybe this is their way of beginning to phase this vehicle out. Again though, that's pure speculation on my part. It could just be a simple price hike because customers in this price range are not that price sensitive to begin with. Maybe it has something to do with retaliatory tariffs because these vehicles do have parts that come from all over the world. But only time will tell. At the same time, Tesla is now saying that the Model S and X come with free supercharging for orders in the US, Canada, Puerto Rico, Europe and the Middle East. For some, I think this might be a good trade off, but I think for most when you factor in the time value of money, this is definitely not a $5,000 offer.

我原以为这些汽车可以作为特斯拉新技术的试验平台，这样会很酷，但从目前的趋势来看，似乎不是往这个方向发展。因此，除非供应链中发生了什么特别的事情导致这个型号的产品成本大幅上升，不然这也许是他们开始淘汰这款车的方式。不过，这只是我个人的猜测。也可能只是简单的涨价，因为这个价格区间的消费者对价格不那么敏感。可能这与反制性关税有关，因为这些汽车确实有来自全球各地的零部件。但事情的真相只有时间会给出答案。与此同时，特斯拉现在表示，Model S 和 Model X 在美国、加拿大、波多黎各、欧洲和中东的订单将免费提供超级充电。对一些人来说，我觉得这可能是一个不错的补偿，但对大多数人来说，考虑到资金的时间价值，这肯定不是一个价值5000美元的优惠。

We got the weekly Tesla China data. The reading was $13,400, but it was for two weeks combined, given the holiday. That's just how they reported it this time around. So I just split it up 5050 to keep it consistent. So through the first five weeks, quarter over quarter, Tesla China is down 26.2% and a year over year, they're down 19.7%. However, as I've said in the past, all of Tesla's sales data for quarter one and probably into quarter two is going to be skewed to the downside given the change over to the new Model Y. It's a similar story when it comes to the wholesale number for January. It was 63,238, which was down 13% compared to January of last year. This one is definitely just a rumor.

我们拿到了特斯拉中国的每周数据。数据显示是13400辆，但是这是由于假期关系，包括了两周的数据。这次他们就是这样报告的。所以我把数据分成各50%来保持一致性。因此，在前五周中，与上一季度相比，特斯拉中国销售下降了26.2%，而与去年同期相比，下降了19.7%。然而，如我过去所说，由于切换到新款Model Y，特斯拉第一季度甚至到第二季度的销售数据可能会偏低。类似的是一月份的批发数量数据，为63238辆，比去年一月下降了13%。这仅仅是个传闻。

However, this account has gotten some things right over the past few weeks, which is why I'm sharing. They said based on counting VIN numbers, Tesla China has received 170,000 orders so far and there's still two months left in quarter one. For a bit of context, 170,000 orders is basically one quarter worth for domestic deliveries in China that Tesla is rumored to have received in basically one month. I did want to touch on the debt sale of X that we covered recently. That EBITDA figure of $1.25 billion that was seemingly a nice improvement did actually include the $1 billion payment from XAI to X. And one could certainly make the argument this was a non-arms length transaction.

不过，最近几个星期，这个账号确实掌握了一些正确的信息，所以我决定分享一下。他们表示，通过统计车辆识别号码 (VIN)，特斯拉中国迄今已收到17万份订单，而第一季度还有两个月的时间。作为参考，17万份订单基本上相当于特斯拉在中国国内交付一个季度的量，而这在一个月内就达到了。我还想谈一谈我们最近报道的X公司债务出售问题。那个看似不错的12.5亿美元 EBITDA 数字，实际上包括了XAI向X公司支付的10亿美元，这笔交易可能并不是一个公允的交易。

So without that payment from XAI, the EBITDA figure drops to about $250 million, which would actually be lower than where it was back in 2021. And to be clear, I'm not trying to argue that $1 billion transaction is actually worth zero because X is getting access to the data from XAI. I just wanted to make it clear this $1.25 billion number did include that payment from XAI. The town of Kauli in Western Australia is set to host a Tesla battery remanufacturing facility as part of a new deal between Tesla and the state labor government. This facility will be used to service, repair and renew Tesla's battery products, which will be co-located with ne

因此，如果没有来自XAI的支付，EBITDA（息税折旧摊销前利润）数字将下降到约2.5亿美元，这实际上会比2021年还要低。需要明确的是，我并不是在争辩这笔10亿美元的交易实际上毫无价值，因为X公司将获得XAI的数据访问。我只是想说明1.25亿美元的数字确实包括了来自XAI的支付。 澳大利亚西部的Kauli镇即将作为特斯拉电池再制造工厂的选址，这项计划是特斯拉与该州工党政府之间新协议的一部分。该设施将用于服务、维修和更新特斯拉的电池产品，并将与其它有关设施共同设立。

o-ins Kauli battery project. You know, the one where stage one is 877 megawatt hours and stage two is over 1.3 gigawatt hours, both stages being built with Tesla megapacks. The site will service Tesla's megapacks and other Tesla products installed in Western Australia, and it could also service residential power wall batteries as well. And they throw in the potential for EV charging equipment servicing as well. A partnership like this means faster servicing of equipment, less downtime and then less logistical costs for Tesla. Just like it's important to localize production and localize the supply chain, it's also important to localize the service for this global megapack business as well.

O-ins Kauli 电池项目，第一阶段容量为877兆瓦时，第二阶段超过1.3吉瓦时，这两个阶段都是用特斯拉的Megapack（巨型电池组）建设的。该地点将为安装在西澳大利亚的特斯拉Megapack和其他特斯拉产品提供服务，同时也可能为家庭用的Powerwall电池提供服务。此外，还有可能为电动车充电设备提供服务。这样的合作关系意味着设备维修速度更快，停机时间减少，并且特斯拉的物流成本也会降低。就像本地化生产和供应链一样，为这个全球性的Megapack业务提供本地化服务也同样重要。

In the most shocking news all year, Nikola Motors is nearing a bankruptcy filing. After Q3, they had produced more than 80 trucks at a net loss of about $200 million. Quite frankly, this company has been an absolute clown show from very early on, and I'm really surprised that it took this long to get here. Colton from Out of Speck highlighted that Tesla is continually making changes to the cyber truck this time on the fly. The new major, but the plastic housing or the coating on the cyber truck mirrors, is now a bit more textured and granular. Colton said the smooth grain plastic would stain easily and this new version should hold up better. For my Canadian friends, Tesla is now offering 0.99% APR for orders placed by March 7th for the Model 3. In the event, your FSD is stuck on version 13.2.2. Just know you're not alone and there is a reason. Kalina from Tesla AI said please be patient, found an issue specific to that update path, but a fix is coming soon.

在今年最令人震惊的新闻中，尼古拉汽车公司即将申请破产。第三季度后，他们生产了超过80辆卡车，净亏损约2亿美元。坦白说，这家公司从很早开始就是个笑话，我真的很惊讶他们居然拖到现在才走到这一步。Out of Speck的Colton指出，特斯拉这次正在对Cybertruck进行快速调整。最大的变化是Cybertruck的后视镜的塑料外壳或涂层现在变得更加有质感和颗粒感。Colton表示，光滑的塑料容易沾染污渍，而这个新版本应该会更加耐用。对于我的加拿大朋友们，特斯拉现在提供0.99%的年利率优惠，适用于3月7日前下订单的Model 3。如果你的全自动驾驶（FSD）停留在版本13.2.2，请知道你并不孤单，这是有原因的。特斯拉AI的Kalina表示，请耐心等待，已经发现了一个与该更新路径相关的问题，但很快就会有修复方案。

There are many folks on older builds also waiting and we're working hard to get everyone covered. I'm going to apologize in advance for clicking on this electric article and I am somewhat ashamed of myself for doing so, but I just had to pass along how unhinged Fred has become. We have Kimball, Vibov, and Robin Denholm exercising some options and selling some Tesla stock, really nothing crazy. Yet Fred goes on to say it's wild to see these board members getting absurdly rich while the company has erased its growth and is heading into one of its worst quarters and years. All while they sit on their hands and do nothing while they're the only ones who could do something about the CEO who seemingly engages in fireable offenses every day. Tesla has one of the worst corporate governance of any major companies I've ever witnessed. I mean my goodness, I can literally taste this man's salt from here. If you just got a bit of adrenaline, maybe put that to good use and go do some pushups. Originally, Iowa Tesla on X was saying how brutal FSD12.6 was for him, but then he said to calibrate your cameras and that it made a huge difference from him, so just a friendly PSA. Some people were mistakenly, in my opinion, sharing this clip of Chris Wright, the new energy secretary. They were saying this guy is super bullish on energy storage, but I'm not so sure. Anyway, have a listen. And the solution to climate change is to evolve our energy system.

有很多使用较旧版本的人也在等待，我们正努力让每个人都能使用到最新版本。我得提前道歉，因为我点击了这篇关于电力的文章，并且有些为此感到羞愧，但我不得不传达Fred现在变得多么疯狂。我们看到Kimball、Vibov和Robin Denholm正在行使期权并出售一些特斯拉股票，这其实没什么大不了的。然而，Fred却说看到这些董事会成员变得极度富有，而公司已经失去增长并将进入最糟糕的季度和年份之一，这实在是太荒谬了。他们除了干坐着什么都不做，而他们是唯一能够对经常做出可解雇行为的CEO采取行动的人。特斯拉是我见过的公司中公司治理最差的之一。我的天啊，我几乎能从这里品尝到这个人的愤怒。如果你感到一丝肾上腺素激增，或许可以去做些俯卧撑。最初，Iowa Tesla在X平台上说FSD12.6对他来说很糟糕，但后来他建议校准摄像头，这对他来说效果很好，所以这只是一个友好的提示。一些人误认为新任能源部长Chris Wright对能源存储非常看好，但我并不确定。不管怎样，听听他说的吧，解决气候变化的办法是进化我们的能源系统。

I've worked on that most all of my career, again in nuclear and solar and geothermal and new battery storage technology now. And do I wish we could make faster progress? Absolutely. Are there things we can do investments together through the Department of Energy to accelerate development of new energy technologies that are really the only pathway to address climate change? Absolutely. Notice how he said new battery storage technology now. We just got a new article talking about Chris Wright and his plan to unleash the golden era of American energy dominance. However, nowhere in this article, which is somewhat lengthy, didn't say anything about lithium ion battery storage. Portability for home appliances, refilling the petroleum reserve, modernizing the nuclear stockpile, more nuclear, and then strengthening grid reliability, which maybe you'd expect to hear about battery storage here, but nothing of the sort. When it comes to this new tech, Chris said I'm quite passionate about alternative energies and have been my whole life, specifically sodium ion battery technology. He's also publicly supported more fossil fuel production as a means to address poverty. So my point here is that when you consider all of the context, I would not get that excited about Chris Wright being gung ho about battery storage specifically lithium ion. He's really looking to take a multi pronged approach to unleash this new energy era and lithium ion battery storage is definitely not a centerpiece of that plan. Now is that really going to matter for Tesla's business the next few years? I would make the argument. No, I think the demand is going to be there. There's enough momentum already. There's enough projects that are proven, but we'll certainly keep an eye on it. Tesla stock closed the day at $361.62 down 3.39% while the NASDAQ was down 1.36%. It was an average volume day for Tesla. Hope you guys have a wonderful and a safe weekend. 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.

我在我的职业生涯中大部分时间都在从事核能、太阳能、地热能，以及现在的新电池储能技术方面的工作。我希望我们能更快地取得进展吗？当然。通过能源部我们可以做出哪些投资来加速新能源技术的发展，这些技术是解决气候变化的唯一途径吗？当然。注意他提到了新电池储能技术。我们刚刚收到一篇新文章，讨论Chris Wright及其计划如何开启美国能源主导地位的黄金时代。然而，这篇相对较长的文章中却没有提到锂离子电池储能。对于家用电器的便携性、石油储备的补充、核武器现代化、更多核能，和加强电网可靠性等问题，你可能会想到电池储能，但是文章中完全没有提及。关于这项新技术，Chris表示他对替代能源充满热情，一辈子都是如此，特别是钠离子电池技术。他还公开支持增加化石燃料生产，以解决贫困问题。因此，我的观点是，考虑到所有背景因素，我对Chris Wright对电池储能尤其是锂离子的热情并不抱太大期待。他其实是采取多方位的方法来开启这一新能源时代，而锂离子电池储能绝对不是该计划的核心。至于这是否真的会影响特斯拉未来几年的业务？我认为不会。我认为需求将会存在。已经有足够的动力和验证过的项目。但我们肯定会密切关注。特斯拉股票收盘价为361.62美元，下跌3.39%，而纳斯达克下跌1.36%。对于特斯拉来说，这一天的成交量是平均水平。希望大家度过一个愉快而安全的周末。如果你喜欢这个视频，请点赞。你可以通过下方链接找到我，特别感谢所有我的Patreon支持者。