Tesla's Crazy Day / Robotaxi Unveil / Tesla Shows FSD Lead ⚡️

Welcome to Electrified. It's your host Dylan Loomis, Cookshadak to my new or updated patrons, Phil V in John A. Thank you for choosing to support the channel. It was a pretty crazy day for Tesla today. We are going to start with this Reuters article because it lays the foundation for everything else that happened later in the day. Before we do though, Elon replied to a post that said Tesla scraps, low cost car plans that was from Reuters. Elon said Reuters is lying again. There were however, multiple claims in this Reuters article. So were they lying about all of them, one of them, some of them? Unfortunately, we're not going to know for sure. But the way I am interpreting everything is that Tesla has not canceled the $25,000 car that will have a steering wheel, AKA the non-Robotaxi variants on this next gen platform. That was the main message of this article from Reuters that they canceled that version and Tesla will continue developing self-driving Robotaxis on that same platform. Just so you know, Reuters did not take the article down. The only thing they actually did was add in what Elon posted on X, saying he did not identify any specific inaccuracies. Reuters said Elon's directive was to go all in on Robotaxi. That checks out. They talked about a meeting that happened in late February, where some of the employees learned of Tesla's plans to scrap the model two car. Another source said Robotaxis would be produced, but in much lower volume, then had been projected for the model too.Reuters mentioned company messages from March 1st, where program managers told the engineering staff to hold off on telling suppliers about the program cancellation. One source did express some optimism about Elon's shifting focus or priority to the Robotaxi, but they did caution Tesla's product plans could change based on economic conditions. And another message on March 1st said that suppliers should halt all further activities related to those code names. Both being for the model too, I know that's not the name, but we'll just use it for now. Reuters also shared some messages that were supposedly from Tesla's management, thanking the engineering staff for all of their work on the model two project, telling them to document everything they've learned, even though the project wasn't going forward. The messages showed meetings on the affordable car project being cancelled. The two sources said some engineers have been reassigned.

欢迎来到“电气化”。我是您的主持人迪伦·卢米斯，对我的新或更新赞助者库克沙达克，菲尔·V和约翰·A表示感谢，感谢您选择支持本频道。对特斯拉来说，今天是一个相当疯狂的一天。我们将从路透社的这篇文章开始，因为它为当天发生的一切奠定了基础。然而，在我们开始之前，伊隆回复了一篇关于特斯拉取消低成本车计划的帖子，该帖子来自路透社。伊隆说路透社再次在撒谎。然而，在这篇路透社的文章中确实有多个说法。所以，他们关于所有这些说法在说谎吗，是其中的一个，还是其中一些？遗憾的是，我们现在还不能确定。但我理解的一切是，特斯拉没有取消将配备方向盘的25,000美元的汽车，也就是即将推出的非机器人出租车变种。这是路透社这篇撤销了该版本并表示特斯拉将继续在同一平台上发展自动驾驶机器人出租车的文章的主要信息。请注意，路透社没有撤下这篇文章。他们做的唯一一件事实际上是添加了伊隆在X上发布的内容，称他没有发现任何具体的错误。路透社表示，伊隆的指令是全力投入机器人出租车。那是完全符合的。他们谈到了2月底举行的一次会议，一些员工在那里得知了特斯拉放弃了2车型的计划。另一位消息人士表示，机器人出租车将被生产，但产量要远远低于模型2车型的预期。路透社提到了3月1日公司信息，其中项目经理告知工程人员暂停向供应商透露有关项目取消的信息。一位消息来源对伊隆转变关注点或优先事项到机器人出租车表示了一些乐观，但警告称特斯拉的产品计划可能会根据经济状况发生变化。3月1日的另一条信息称，供应商应该停止与那些编码名称相关的所有进一步活动。这两个名称用于模型2车型，我知道这不是该车型的名称，但现在我们就先这样称呼。路透社还分享了一些据称来自特斯拉管理层的信息，感谢工程人员为模型2项目所做的一切工作，并告诉他们记录他们学到的一切，尽管该项目不会继续。这些信息显示了取消了关于经济车项目的会议。两位消息人士表示，一些工程师已经被重新分配。

Finally, I do think it's worth mentioning the rest of the article didn't have anything to do with the next gen platform. It really was all negative, whether it was lawsuits or delays, anything negative about the company. It really did read like more of a hit piece than just reporting the facts. Sawyer said Tesla's low cost $25,000 car and the Robotaxi were always going to be based on the same platform. They were going to be very similar, but the $25,000 version was going to have a steering wheel. Maybe Elon and the team have been so impressed with how good version 12 has performed and were maybe thinking they should be shifting even more resources to the Robotaxi FSD effort. This does not mean the $25,000 car is cancelled. Again, they share the same platform.

最后，我认为值得一提的是，文章的其余部分与下一代平台毫无关系。无论是诉讼还是延迟，任何有关该公司的负面内容都是非常明显的。它看起来更像是针对性报道而不仅仅是事实报道。索耶表示，特斯拉的低成本25000美元汽车和Robotaxi始终都是基于相同的平台。它们会非常相似，但25000美元版本将配备一个方向盘。也许埃隆和团队对第12版本表现如何印象深刻，可能正在考虑是否应该将更多资源转移到Robotaxi FSD项目上。但这并不意味着25000美元汽车已被取消。再次强调，它们共享相同的平台。

I think most of us already knew that to be the case, but I shared it because Elon did reply to that post with the eyes emoji. Also of note was Kathy would quote posting what Sawyer said saying our thoughts exactly and then she tagged to the arc team. Then reading a bit between the lines here, we have Elon liking this post from Brett Winton from Arc. In that post, Brett said any prioritization of the Robotaxi program should be read as a massive positive for Tesla that the stock sold off so severely on a Reuters story reporting on the same indicates how profoundly existing holders misunderstand Tesla's future value. Just a few quick thoughts.

大多数我们都已经知道这一点，但我分享这个消息是因为埃隆用眼睛表情回复了那篇帖子。还有注意到凯西引用了索耶说的话，并表示我们的想法完全一致，然后她标记了弧线团队。在这里我们可以看出埃隆喜欢了来自Arc的布雷特·温顿的帖子。在那篇帖子中，布雷特说对Robotaxi计划的任何优先级应该被视为对特斯拉的巨大正面影响，路透社报道引发了股票大幅下跌的消息表明，现有持有者对特斯拉未来价值的误解是多么深刻。只是一些快速的想法。

First, yes, it would be great to have more information from Elon on what specifically Reuters was actually lying about. The problem is he's not going to share too much information because he doesn't want to forecast to the rest of the industry exactly what Tesla's plans are. So I'm totally with you. I think we should have got a bit more clarity, but at the same time, I understand he doesn't want to give too much away. On the Reuters side, I just want to say there's a difference between outright fabrication of communication at Tesla and just misinterpreting that communication at Tesla in the wrong way. Those are very different things. Had Reuters actually done the former, that would be opening them up to a ton of legal liability. So don't misinterpret what I'm saying. I'm not at all trying to defend Reuters. I'm just saying there's at least a chance they were just misinterpreting any communication that they had seen from Tesla. We also have to understand that basically since 2022, Elon has been pushing for Robotaxi only as he has said, if they figure out autonomy, it's going to render that model too or the $25,000 car irrelevant. So now that Tesla is closer than ever to solving autonomy, it would make sense t

首先，是的，从埃隆那里获得更多关于路透社到底在撒谎什么的信息将会很棒。问题是他不会分享太多信息，因为他不想向整个行业预示特斯拉的计划。所以我完全赞同你的观点。我认为我们应该更清晰地了解情况，但同时，我明白他不想透露太多。至于路透社，我只想说特斯拉沟通中的绝对捏造与错误解读是有很大区别的。这是两回事。如果路透社真的做过前者，那将使他们承担大量法律责任。所以不要误解我的意思。我完全不是在为路透社辩护。我只是想说，他们可能只是误解了特斯拉的沟通内容。此外，我们还要明白自2022年以来，埃隆一直在推动只有Robotaxi。正如他所说，如果他们弄清楚自动驾驶，就会使得25,000美元的车型变得无关紧要。所以现在特斯拉比以往任何时候都更接近解决自动驾驶，这是有道理的。

hat Elon is diverting more attention, more resources to the Robotaxi and any communication about that could somewhat easily be misinterpreted. Sadly, even if Reuters was fabricating communications, I'm not sure Tesla would go after them legally because then most likely a lot of their communications would become public through discovery. Might not be worth it for Tesla. And yes, obviously Tesla prioritizing the Robotaxi can be read as a bullish signal for Tesla feeling like it will have solved autonomy by the time this platform launches late next year. But to add some nuance to the conversation, Wall Street has a large portion of its future Tesla volume estimates dependent upon the $25,000 Tesla. The $25,000 variant is a huge part of their models and Tesla's volume growth and expansion into other major areas is largely dependent on that vehicle.

埃隆正在把更多的注意力、更多的资源转移到Robotaxi上，对任何与此相关的沟通可能很容易被误解。遗憾的是，即使路透社在捏造通讯内容，我也不确定特斯拉会采取法律行动，因为很可能他们的大部分通讯内容将通过调查变得公开。这对特斯拉可能不值得。是的，显然特斯拉优先考虑Robotaxi可以被解读为特斯拉认为到明年底这一平台推出时将已经解决了自动驾驶问题的一个看涨信号。但要为对话增加一些细微差别，华尔街的未来特斯拉销量预估中有很大一部分取决于售价为25,000美元的特斯拉。这款25,000美元的型号是他们模型的重要组成部分，特斯拉的销量增长和进军其他主要领域在很大程度上取决于这款车型。

Even if that volume gets adjusted down slightly and not going all the way to zero, Tesla stock will probably react negatively in the near term, not only due to volume revisions, but due to the uncertainty with this Robotaxi. What does the regulation look like state by state? How about outside of America? How is Tesla going to handle the liability? How about the model itself? Is Tesla just going to keep the Robotaxis for the company and operate this Robotaxi fleet in house? Are they actually going to sell them to customers for whatever the price ultimately is? For customers to use themselves and or put on a Tesla operated network. I could go on, but the point is this brings an entirely new level of uncertainty for Wall Street looking at Tesla's future. And we have to be grounded in reality in that Tesla has not yet solved for Robotaxis. Yes, it looks very promising projecting where they could be in 12 months, but there are no guarantees here.

即使该交易量稍微调整下降，而不是完全降为零，特斯拉股票可能在短期内出现负面反应，不仅是因为交易量的调整，而且还因为这种自动出租车的不确定性。各州的规定是什么样的？美国之外又如何？特斯拉将如何处理责任问题？这款车型本身又如何？特斯拉只会将这种自动出租车保留给公司自己，然后在公司内部运营这个自动出租车队？他们实际上会将它们以最终价格卖给客户吗？客户会自己使用还是放在特斯拉经营的网络上使用？我可以继续讨论，但重点是这给华尔街看待特斯拉未来带来了全新的不确定性。我们必须清醒地看待这一点，即特斯拉还没有解决自动出租车的问题。是的，展望起来，他们在12个月内可能会达到一个非常有前景的阶段，但在这里并没有任何保证。

Then you layer in the public's acceptance or not of Robotaxis. And my point is that Tesla stock may not react how you'd expect it to in the short term. Tesla and Elon have vacillated on this next gen platform for years and will probably continue to to some degree until it's actually here as things continue to change with progress on FSD and the economy.

然后您需要考虑公众对Robotaxis的接受程度。我的观点是，特斯拉股票可能在短期内的反应并不如您所预期的那样。特斯拉和埃隆多年来在这一下一代平台上摇摆不定，可能会继续在某种程度上如此，直到FSD和经济的进展持续变化，直到这一平台真正到来。

And then on a day with all of this uncertainty about Tesla's next gen platform and where the company is headed, Elon decides to post Tesla Robotaxi unveil on August 8th. I'm guessing there's at least a chance Elon was not planning on posting this when he woke up today, nor that this date was even set in stone at Tesla before all of this unfolded with Reuters.

在关于特斯拉下一代平台以及公司未来走向的种种不确定性中，埃隆决定在8月8日发布特斯拉Robotaxi揭幕活动。我猜测埃隆今天醒来时可能并没有计划发布这个消息，甚至在路透社报道出现之前，特斯拉也并没有确定这个日期。

I also find it interesting we're getting the Robotaxi unveil, but he didn't say anything about the next gen platform he just focused on the Robotaxi. It's 125 days away and I'm assuming in the weeks ahead we'll get more information and I would imagine that people will be able to attend this event. Who knows what level of detail we will get at this event? Will they tell us about price? Will they tell us anything about how the network's going to operate?

我发现有趣的是我们将要揭开Robotaxi的面纱，但他没有提及下一代平台，只是专注于Robotaxi。距离125天，我猜想在未来几周我们会获得更多的信息，我想人们会能够参加这个活动。谁知道在这个活动上我们将会得到多少细节？他们会告诉我们价格吗？他们会告诉我们关于网络运营的任何信息吗？

What I do know is we have to remember Tesla has far more data than any of us. They have all of the future FSD revisions that we have not yet been able to see. So to everybody saying Tesla's FSD is nowhere near ready for a Robotaxi, thank you we know, but the point is this platform won't launch until late 2025, probably at the earliest things could be very different by then.

我知道的是，我们必须记住特斯拉拥有比我们任何人都更多的数据。他们拥有所有未能看到的未来FSD修订版本。所以对于每个说特斯拉的FSD离实现Robotaxi还远的人，谢谢你们，我们知道，但关键是这个平台最早也要等到2025年底才会推出，到那时情况可能会截然不同。

It also does make logical sense that if Tesla was not confident about solving for FSD on the timeline needed they would maybe shift their focus to the more affordable vehicle. Overall I think most signs point to Tesla and the FSD team post from Ashok and others confirming that they are in the phase of pushing for this final leg of solving true autonomy.

这也很合乎逻辑，如果特斯拉没有信心按时解决全自动驾驶技术的问题，他们可能会把重点转向价格更实惠的车辆。总的来说，我认为大多数迹象表明特斯拉和全自动驾驶团队正在努力解决真正自主驾驶的最后阶段。

And don't forget at the end of the day this next gen platform is going to give Tesla optionality to pivot if it needs to. Let's just say hypothetically things don't go well and they don't solve for autonomy by the end of next year, they can still make the more affordable vehicle on that platform.

并且不要忘记，最终这一代平台将为特斯拉提供选择权，以便根据需要进行转变。我们只是假设，如果情况不顺利，到明年年底他们还没有解决自动驾驶的问题，他们仍然可以在这一平台上生产更实惠的车型。

Sawyer said the number 8 is considered the luckiest number in Chinese culture, it's associated with wealth, prosperity and success, Elon responded 8-8 and the year of the dragon. In my opinion Tesla has proven over the past decade plus that they do actually know what they're doing. Now sure they don't get every little thing right but the big, the real mission critical things they have always gotten right, I trust them to do the same this time around.

索耶说，数字8被认为是中国文化中最幸运的数字，它与财富、繁荣和成功有关。埃隆回应说8-8和龙年。在我看来，特斯拉在过去十多年中已经证明他们确实知道他们在做什么。当然，他们并不是每件小事都做得没错，但是大的、真正关键的事情他们总是做对的，我相信他们会在这一次也是如此。

There are a lot of signs out there right now that are pointing to Tesla's business being drastically different just a short 17 or 18 months from now. Joe Tett-Mayer shared some photos of a gigatex's drone flyover showing us multiple quick silver model-wise. Now sure this might be nothing but then the question becomes what exactly is going on here.

目前有很多迹象表明，短短17或18个月后，特斯拉的业务将发生巨大变化。乔·特特-迈尔分享了一些吉盖特的无人机俯瞰照片，显示了多个快速银模型。现在当然可能什么都没有，但问题是这里到底发生了什么。

This weekend April 5th through the 7th, Tesla is going to be towing around what they're calling a mobile gallery with the Cybertruck hitting some different hotspots. Here it is at the Lincoln Center showing off not only the Cybertruck but the world's best selling car. Go ahead and pause as the full route is on the screen in case you're interested.

这个周末4月5日至7日，特斯拉将牵引一辆他们称之为移动展厅的车辆，将Cybertruck带到一些不同的热门地点。在林肯中心展出的不仅是Cybertruck，还有全球最畅销的汽车。请随意暂停，完整的路线在屏幕上显示，如果您感兴趣的话。

Here's a good data point to keep in the back of your mind when you talk to other folks, Tesla said in 2023 over 1 million Tesla owners in the US used charged stats with an estimated average of $1,200 in gas savings per owner. That being for the year. In Fort Lauderdale there was a piece of a crane that fell from the sky and landed on this gentleman's Tesla. He as you can see walked away totally fine.

特斯拉在2023年表示，在美国有超过100万特斯拉车主使用了充电设备，每位车主预计平均省下了1200美元的汽油费用。这是一条值得记在脑后的重要数据。在劳德代尔堡，一块塔吊从天上掉落并落在这位先生的特斯拉车上，但他可以看到，他完全平安无事地走了出来。

To that post Elon replied safety is Tesla's top priority. I will never stop repeating this message even though most of us already know because most of the public still does not view Tesla in that light. They still talk about vehicle fires and not at all that Tesla would actually be concerned with safety being the top priority and then you add in FSD to the mix and everybody thinking Tesla is putting the public in jeopardy with their testing but the actual opposite is true.

埃隆回复说安全是特斯拉的首要任务。尽管大多数人已经了解这一点，我永远不会停止重复这个信息，因为大多数公众仍然没有以这种方式看待特斯拉。他们仍然谈论车辆起火的问题，而不是特斯拉真正关心安全。再加上FSD技术，每个人都认为特斯拉正在通过测试来危害公众，但事实恰恰相反。

Tesla is facing a new proposed class action lawsuit accusing Tesla of a slew of wage law violations against factory and warehouse workers in California. Two former employees have filed and they're seeking more than $5 million in damages on behalf of thousands of Tesla workers. They're claiming Tesla violated various labor laws including failing to pay overtime, failing to provide meals and rest breaks, not providing paid sick leave or reimbursing employees for work related expenses and failing to provide written descriptions of quotas that workers were required to meet.

特斯拉面临一项新的集体诉讼，指控其违反了加州工厂和仓库工人的一系列工资法规。两名前员工提起了诉讼，他们代表成千上万名特斯拉工人寻求超过500万美元的赔偿。他们声称特斯拉违反了各种劳工法，包括未支付加班费、未提供餐食和休息时间、未提供带薪病假或报销员工与工作相关的费用，以及未提供工人需达到的配额的书面说明。

Back in 2022 the boring company had filed for this project in Austin dubbed the Colorado River Connector Tunnel. It was to be a private access tunnel along with associated improvements at Tesla Road. Thanks to this recent video from Jeff Roberts we can see that ProFrock 3 has begun to dig at Gigatexis. It's going to go below the main access highway and the word is the digging will take 2-4 weeks. Ultimately they're saying the tunnel will serve as a private transportation for vehicles exiting production to head over to an outbound logistics lot. Perhaps these cars can drive themselves over there when the tunnel is done.

在2022年，无聊公司向奥斯汀提交了一项名为科罗拉多河连接隧道的项目。这将是一个私人通道，与特斯拉路上的相关改进项目一起。感谢杰夫·罗伯茨最近的视频，我们可以看到ProFrock 3已经开始在Gigatexis挖掘隧道。它将穿过主要通道高速公路，听说挖掘需要2-4周时间。最终，他们表示这个隧道将作为私人交通通道，用于将车辆从生产线转移到出口物流场地。也许当隧道完工时，这些车辆可以自行驾驶过去。

I saw Gregor truck point this out on the Cybertruck order page you can see that the estimated available dates have been bumped back to 2025 for all three variants. This of course would be for people that are placing new orders as of today. So if I wanted to be that guy I could have titled this video Cybertruck sold out through 2024.

我看到Gregor在Cybertruck订单页面指出，你可以看到所有三种型号的预计可用日期已推迟到2025年。当然，这是针对今天开始下订单的人。所以如果我想成为那个人，我可以将这个视频标题为Cybertruck在2024年已售罄。

Just so you know I did see and read the latest Adam Jonas note on Tesla stock but I'm not going to dive into it because the entire note was effectively hypothesizing what would happen to Tesla stock if they do indeed cancel the model too. Given that that's likely not the case I don't think it's worth it but if you're interested I'll throw it up on the next screen go ahead and pause.

只是让你知道，我确实看到并阅读了最新的亚当·乔纳斯关于特斯拉股票的报告，但我不打算深入讨论它，因为整篇报告实际上在假设特斯拉取消车型后会发生什么。考虑到这可能不是事实，我认为没有必要讨论，但如果你感兴趣，我可以把它显示在下一个屏幕上，随意暂停。

Sawyer said Tesla is once again allowing free FSD transfers on new model 3 YS and X deliveries. The transfer is stackable with inventory adjustments and all other existing incentives. Trade-in of the existing VIN with FSD is not required. Given that Tesla and Polestar have decided to withdraw from the FCAI over in Australia that means their new car sales data is also now going to be harder to come by. Polestar has already and Tesla will by the end of this year see supplying new vehicle sales for the industry's VFACs reporting service as momentum gathers for an independent government body to take over this role.

Sawyer表示，特斯拉再次允许在新的Model 3、Y和X交付中免费转移FSD。此次转移可与库存调整和所有其他现有激励措施叠加使用。无需交易具有FSD的现有VIN。鉴于特斯拉和极星已决定退出澳大利亚FCAI，这意味着他们的新车销售数据现在将变得更加难以获取。极星已经这样做了，而特斯拉将在年底之前也这样做，为独立政府机构接管这一角色的动力在不断增强时，供应新车销售数据给行业VFACs报告服务。

Many in the industry are calling on the federal government in Australia to publish a transparent free public record of new vehicle sales when NVES begins next year to ensure the integrity of the standard. As we've talked about the NVES is the new vehicle efficiency standard. This is one of my favorite charts from Roland on X. It shows us Tesla sales for quarter one with the year over year change by different country. The three biggest markets for Tesla this year, Germany, the UK and France are all down year over year for quarter one, 37%, 12%, 11% respectively. But thanks to Tesla being up 62% year over year in Belgium, up 53% in the Netherlands and up 72% in Spain. Overall Tesla is only slightly down year over year across all of Europe.

许多行业人士呼吁澳大利亚联邦政府在下一年NVES开始时发布透明的免费公开记录，以确保标准的完整性。正如我们所讨论的，NVES是新车辆能效标准。这是Roland on X中我最喜欢的图表之一。它向我们展示了特斯拉第一季度的销售额，以及不同国家的同比变化。今年特斯拉的三个最大市场，德国、英国和法国，第一季度的同比销售分别下降了37％、12％和11％。但多亏了比利时同比增长了62％，在荷兰同比增长了53％，在西班牙同比增长了72％，总体而言，特斯拉在整个欧洲同比下降幅度仅略微增加。

Tesla AI just posted that Tesla has hit over one billion with a B miles driven on FSD. Just for some quick context, the latest data we have from Waymo has them with around 20 million with an M cumulative miles driven. If you go back to Tesla's master plan, part de you'll find something interesting. Tesla said we expect that worldwide regulatory approval will require something on the order of 6 billion miles. I think what's more important here if you look at where Tesla was for 500 million miles, that would fall roughly November of last year. That means in about 4 or 5 months Tesla went from 500 million to 1 billion so they're doing roughly 500 million miles every 4 or 5 months. However, as you can see that number is not going to be static, that rate will continue to increase as the adoption grows. That also means Tesla should comfortably be doing over 1 billion miles every year on FSD. Remember that quote Elon had about he couldn't see second place in autonomy even if he had a telescope? Well, here you go.

特斯拉人工智能刚刚发布消息称，特斯拉在FSD上行驶的里程已经超过了十亿英里。简单说一下，韦优地目前的数据显示他们的累计行驶里程约为两千万英里。如果你回顾一下特斯拉的总体规划第二部分，你会发现一些有趣的东西。特斯拉表示，我们预计全球监管机构将需要大约六十亿英里的行驶数据才会批准。更重要的是，看一下特斯拉在五亿英里时的情况，那大约是去年十一月左右。这意味着在大约四到五个月的时间里，特斯拉就从五亿英里增加到了十亿英里，因此他们每四到五个月行驶大约五亿英里。然而，正如你所看到的，这个数字并不是固定的，随着采纳程度的增加，这个速率将继续上升。这也意味着特斯拉应该每年在FSD上行驶超过十亿英里。还记得埃隆曾说过的那句话吗，即使他用望远镜也看不到自动驾驶领域的第二名。现在，这里就是证明。

Porsche said they're already working on the next generation of the Porsche Ticon and they said there may be an evolution of the platform that it's built on. Of course they're looking to achieve greater range and they were asked if solid state batteries were part of the plan they said we've been working on it but giving a time frame when it's ready, it's way too early, it's not ready in one or two years, it's coming but it'll take time. Another data point solid state won't be here most likely until near the end of the decade. Apple is laying off over 600 employees in California, most likely related to their decision to shut down their autonomous car project. In an anti-trust lawsuit, the US Department of Justice is claiming the next gen of Apple's carplay will force an iPhone centric experience. They're claiming Apple enforces its dominance by forcing one unified display experience across every available interface in the vehicle through carplay, among other allegedly anti-competitive practices. Just another small reason it's nice that Tesla has its own software to build upon.

保时捷表示他们已经在研发保时捷 Taycan 的下一代车型，并表示可能会对其构建平台进行革新。当然他们希望实现更大的续航里程，有人问是否固态电池是计划的一部分，他们回答说我们一直在研究，但是确定准备好的时间表还为时过早，不是在一两年内准备就绪的，它确实会到来，但需要时间。另一个数据显示，固态电池很可能要等到本十年末才会出现。苹果正在加利福尼亚裁员超过600名员工，很可能与决定关闭他们的自动驾驶汽车项目有关。在一起反垄断诉讼中，美国司法部声称苹果的下一代 CarPlay 将会强制用户体验集中在 iPhone 上。他们声称苹果通过在每个车辆可用的界面上强制实施统一的显示体验，通过 CarPlay 等其他据称是反竞争的做法来维持其主导地位。这再次表明特斯拉有自己的软件基础可供发展的另一个小原因。

Tesla stock closed the day at $164.90 down 3.63% while the NASDAQ was up 1.24%. After hours though, after Elon made that post about the Robotaxi on-vale, Tesla stock is up 3.64%.

特斯拉股价收盘时为164.90美元，下跌3.63%，而纳斯达克指数上涨了1.24%。然而，在盘后交易中，埃隆发布了有关Robotaxi的帖子后，特斯拉股价上涨了3.64%。

As one would expect on as crazy of a day as it was for Tesla, it was a high volume day, trading about 47 million shares above the average volume the past 30 days. That's the highest volume we've seen in at least the past few weeks.

正如人们所期望的那样，在特斯拉如此疯狂的一天，交易量非常高，比过去30天的平均交易量多出约4700万股。这是我们至少在过去几周看到的交易量最高的一天。

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.

希望大家周末愉快且安全。如果喜欢这个视频，请点赞。你可以在下面的X-linked上找到我，非常感谢所有我的Patreon支持者。