Has Elon Gone Too Hardcore / Tesla Guts Supercharging Department / EV Sales Slowdown ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Real quick from yesterday, I realized part of how I was framing Tesla's AI spend for 2024 came off a bit confusing. Just to clear that up quickly, Tesla plans to spend $10 billion this year. They already spent $1 billion in Quarter 1. Then it'll take another $2 billion to get them from $35,000 H100 equivalents to $85,000 by the end of this year, leaving them with an additional $7 billion. Now, of that $7 billion, roughly $2.4 billion would be for inference compute.

欢迎来到《电动化》，我是主持人迪伦·卢米斯。昨天稍微快速地，我意识到我对特斯拉2024年在人工智能方面的投入描绘有点令人困惑。为了迅速澄清这一点，特斯拉计划今年花费100亿美元。他们已经在第一季度花费了10亿美元。然后，还需要花费20亿美元，从今年年底的35,000美元的H100等价物提高到85,000美元，剩下的是额外的70亿美元。现在，在这70亿美元中，大约有24亿美元将用于推断计算。

That's hardware for in vehicles if Tesla delivers around 2 million vehicles this year, and will say hardware for costs around $1,200 per chip. We don't know that number for sure, it's an estimate, but it should be in the ballpark, which would then leave $4.6 billion for actual training capacity, most likely a majority of H100s, which would be enough for $115,000 in addition to Tesla exiting 2024 with $85,000 H100 equivalents. And remember, it can take months to actually get these chips up and running, and then a portion of this will be allocated toward Dojo, we just don't know how much. But the main takeaway here, you know what they say about following the money.

这是汽车中的硬件，如果特斯拉今年交付约200万辆车，那么硬件成本大约每个芯片1200美元。我们并不确定这个数字，这只是一个估计，但它应该在一个大致范围内，那就会留下46亿美元用于实际培训容量，很可能大部分是H100型号，这将足够多达115,000美元，另外特斯拉在2024年退出时将拥有等值85,000美元的H100芯片。请记住，实际运行这些芯片可能需要几个月的时间，而其中的一部分会被分配到Dojo，我们不知道具体数字。但这里的主要观点是，关注资金流向是很重要的。

Here it is, we got an interesting report from the information. There seems to be a lot of confusion about what's actually going on here since this is actually a paywalled article, but I happen to pay for the information, so here we have it. Frustrated by falling sales and the pace of layoffs carried out by his lieutenants, Elon is thinning his senior management team and laying off hundreds more employees. In an email late Monday to senior Tesla execs, Elon said Rebecca Tenouji, senior director of Supercharging and Daniel Ho, the head of new products, would leave the company as of this morning.

这里有一份来自信息部门的有趣报告。由于这实际上是一篇需付费访问的文章，关于实际情况存在很多混淆，但我碰巧购买了这份信息，所以我们拿到了。由于对降低销售和高层副手进行的裁员速度感到沮丧，埃隆正在精简他的高级管理团队，并解雇了数百名员工。在周一晚些时候给特斯拉高管的一封电子邮件中，埃隆表示，负责超级充电站的高级总监Rebecca Tenouji和负责新产品的负责人Daniel Ho将于今天上午离开公司。

At least 500 employees will be laid off, and Elon said we need to be absolutely hardcore about headcount and cost reduction. In the email, Elon said he would dismiss everyone working for both executives, though a few employees would be reassigned. In Tenouji's Supercharger group, roughly 500 people will be laid off, Elon said he was also dissolving the company's public policy team, which formerly reported to Rohan Patel. In the memo, Elon seemed to intend the dissolution of the teams as a strong signal that he's serious about cutting Tesla staff. Starting 10am today, Elon said he would ask for the resignation of any executive who retains more than three people who do not obviously pass the excellent, necessary, and trustworthy test. I've been super clear about this. Elon suggested he would slow the build out of the Supercharger network.

至少有500名员工将被裁员，埃隆表示我们需要在头数和成本削减方面绝对强硬。在电子邮件中，埃隆表示他将解雇所有为两位高管工作的人，尽管会有少数员工被重新分配。在天王寺的超级充电站团队中，大约有500人将被裁员，埃隆表示他还将解散公司的公共政策团队，该团队曾隶属于洛汉·帕特尔。在备忘录中，埃隆似乎打算通过解散团队来强烈表明他对削减特斯拉员工是认真的。从今天上午10点开始，埃隆表示他将要求所有保留超过三名未通过优秀、必要和可信度测试的员工的高管辞职。我已经非常明确了。埃隆建议他将放缓超级充电网络的建设。

We will continue to build out some new Supercharger locations where critical and finish those currently under construction. Again, hopefully these actions are making it clear we need to be absolutely hardcore about headcount and cost reduction, while some on exec staff are taking this seriously, most are not yet doing so. So yes, could a portion of this move by Elon be to send a message to the rest of the senior executives who are not laying off people fast enough? Absolutely, but I think there's definitely more going on here. And just now, Elon said Tesla still plans to grow the Supercharger network just at a slower pace for new locations and more focus on 100% uptime and expansion of existing locations. Clearly in cost cutting mode, this makes a ton of sense, just use the existing sites more efficiently. Where I live, there are two Superchargers.

我们将继续建立一些新的超级充电站，其中一些是至关重要的，并完成目前正在建设中的充电站。再次强调，希望这些举动明确表明我们需要绝对严格控制人员规模和成本，尽管一些高管正在认真对待，但大多数人尚未这样做。因此，是的，埃隆采取这一举措的部分原因可能是向其他高级主管传达信息，即他们没有足够快地裁员？绝对是的，但我认为这里肯定还有更多的事情正在发生。埃隆刚才表示，特斯拉仍计划扩大超级充电网络，只是在新地点方面放慢速度，更专注于100%的持续运营时间和扩建现有位置。很明显，现在正处于成本削减模式，这是非常合理的做法，只需更有效地利用现有站点。在我居住的地方，有两个超级充电站。

Every time I show up at either one, there's usually only one or two cars there max, plenty of stalls, not in use. Again, though, I do think this move underscores the overall slowdown in EV sales largely in part, thanks to legacy OEMs pulling back and focusing on hybrids. Despite Elon chiming in, there are still questions that remain. There are already some discussions about rehiring some of those impacted in order to operate the existing network and to grow it at that slower rate. The job cuts have left executives at Rivian confused and concerned. That's because these job eliminations mean Rivian, Ford, and others have lost their main points of contact in Tesla's charging unit shortly before the kickoff of the busy summer driving season. Tenuchi was one of the main executives building and managing outside partnerships and was thought of highly.

每次我去两个地方之一，通常只有一两辆车，停车位很多，没人用。尽管如此，我认为这一举措强调了EV销售总体放缓，这在很大程度上归因于传统汽车制造商的撤退和对混合动力车型的关注。尽管埃隆表态，仍然存在一些疑问。已经有一些讨论，重新雇佣一些受影响的员工来运营现有网络，并以较慢的速度扩张。裁员让Rivian的高管感到困惑和担忧。这是因为这些裁员意味着Rivian、福特等公司在夏季旅行旺季开始前失去了与特斯拉充电部门的主要联系人。 Tenuchi是主要负责建立和管理外部合作伙伴关系的高管，并且备受推崇。

We just don't know what the KPIs have been for this Supercharger team. We do know that the V4 rollout has been pretty slow, especially in North America. We still have no V4 cabinets anywhere, so it's really just the new dispensers. We do not yet have updated Supercharger performance. It's also true publicly, we really have not heard much about the Tesla Semi-mega-charger rollout. Now, yes, this entire semi-program has been delayed to some degree, but mega chargers even on select routes will have to precede any volume semi deployments. And for whatever it may be worth, I am hearing that the Tesla Supercharger team has been one of the most bloated at Tesla. It's been one of the least efficient and many of the roles on this team outside of some of the program managers have been some of the easier jobs at Tesla.

我们其实并不清楚这个超级充电器团队的关键绩效指标是什么。我们知道V4版本的推出进展相当缓慢，特别是在北美地区。我们到目前为止还没有任何V4版的充电柜，所以现在只是新款充电器。我们还没有更新的超级充电器性能数据。公开来说，我们确实没有听到关于特斯拉半挂车-超级充电器的太多消息。当前半挂车项目的整体进度可能有些拖延，但在某些路线上的超级充电器必须先于半挂车的投放。不管怎样，我听说特斯拉超级充电器团队在特斯拉内部是人员膨胀最为严重的团队之一。他们的效率最低，除了一些项目经理，团队内的许多职位都是在特斯拉相对容易的工作之一。

Earlier today, it was reported that Elon had unfollowed Holmars and Sawyer. Elon was asked why unfollowed Sawyer, to which Elon said, don't post leaks of confidential information and expect me to follow. And Sawyer thinks it's because of the article that he posted from the information. At this point, if you're thinking, wait a minute, what if this article is wrong and they're pulling a Reuters here? Well, we have Will Jamison on X saying confirmed, Tesla and Elon has let our entire charging organization go. What this means for the charging network, NACS and all of the exciting work we were doing across the industry? I don't yet know, what a wild ride it has been. In the comments, he said, the switch to NACS is not dead, thankfully since J3400 has already taken up the torch, but further improvements to standards and engagements across the industry will suffer.

今天早些时候有报道称，埃隆取消了对Holmars和Sawyer的关注。有人问埃隆为什么取消了对Sawyer的关注，埃隆说不要发布机密信息的泄露，然后指望我继续关注。Sawyer认为这是因为他发布了那篇文章的信息。如果你现在在想，等一下，如果这篇文章有错，他们是不是在搞一个路透社的把戏？嗯，X上有Will Jamison说过确认消息，特斯拉和埃隆让我们整个充电组织都离职了。这对充电网络、NACS和我们在整个行业中所做的所有令人兴奋的工作意味着什么？我目前还不清楚，这真是一次疯狂的经历。他在评论中说，转向NACS并没有完全失败，幸好J3400已经接过了这个责任，但要进一步改进标准和行业内的合作将会受到影响。

Tracking down Willyam's LinkedIn page, he was the strategic charging programs lead at Tesla. Just for more confirmation, Willyam actually quote posted on LinkedIn, George Behaded. And George was the senior manager of site acquisition and business development for commercial charging. As you can see here, George confirmed he was also just let go. And taking a look at Rebecca Tanucci's LinkedIn page, sends her group of around 500 employees is being laid off. Here's what she was in charge of. Managing Tesla's global charging related business units, including our supercharging and destination charging businesses, as well as our charging equipment sales units. They scaled the charging business, welcomed non-Tesla vehicles, improved network financials, decreased wait times, and launched multiple new products and features. You may remember Rebecca Tanucci from Tesla's AI Day last year, she gave the presentation on Tesla's charging and I think many of us would agree she was awesome.

追踪威廉的领英页面，他在特斯拉担任战略充电项目负责人。为了更加确定，威廉实际上在领英上引用了乔治·贝哈迪的发言。而乔治是商用充电站建设和业务发展的高级经理。正如你所看到的，乔治确认他也刚刚被裁员。看看丽贝卡·塔努奇的领英页面，她所领导的约500名员工将被裁员。她负责管理特斯拉的全球充电业务部门，包括我们的超级充电站和目的地充电站业务，以及我们的充电设备销售部门。他们扩大了充电业务，欢迎非特斯拉车辆，改善了网络财务状况，缩短了等待时间，并推出了多个新产品和功能。你可能还记得去年特斯拉的AI日，丽贝卡·塔努奇在会上介绍了特斯拉的充电业务，我相信很多人都认为她做得非常出色。

I've also seen many people out there saying that Tesla's charging has been a cash cow and some giant margin business, but looking at Tesla's financials, that's not the case. It's true Tesla's supercharging business is unfortunately buried in this services and other business line. This also includes business lines like Tesla insurance, body repair, part sales, and then one of the highest margin parts of this business line has been Tesla's used vehicle business. Now it's true those margins have come down over the past few quarters, but all of these are blended together for the services gross margin. And it was only a few quarters ago that we were told Tesla's supercharger business was a small part of this overall line item. The services gross margin flipped positive for the first time in quarter two of 2022 and has maintained profitability since then, but it's actually peaked at a gross margin of 7.7%. Again, we don't have specifics, but there are people out there claiming that Tesla's supercharger network is making billions of dollars per year, but looking at the financials, that's just not the case.

我也看到很多人称特斯拉的充电服务是一头摇钱树，是一个利润丰厚的大生意，但看看特斯拉的财务情况，事实并非如此。确实，特斯拉的超级充电业务遗憾地淹没在了服务和其他业务线中。这也包括特斯拉的保险业务、车身维修、零部件销售，其中业务线中利润率最高的部分之一就是特斯拉的二手车业务。现在，这些利润率的确在过去几个季度下降，但所有这些都混合在一起计算服务的毛利率。就在几个季度前，我们被告知特斯拉的超级充电业务只是这个整体项目的一小部分。服务的毛利率在2022年第二季度首次翻转为正值，自那以后一直保持盈利，但实际上峰值的毛利率只有7.7%。再次强调，我们没有具体数据，但有人声称特斯拉的超级充电网络每年创造数十亿美元的收入，但从财务数据看，并非如此。

An obvious one, we've had Tesla executives over the past year or so talk about Tesla already working on wireless charging and when it comes to Robotaxes, clearly superchargers are not going to be as attractive. I have to say, given our perspective, it does seem like Elon is forecasting slower EV sales growth at least for the next year or so. And yes, legacy OEMs, EVs will have access to the Tesla supercharger network over the next 6 to 12 months, but let's keep in mind those companies are not selling that many EVs. At this point, it does seem like there's a fundamental problem with EV sales globally, not just in the United States, but in China and Europe as well. I know many people are going to draw the comparison while Elon laid off 80% of Twitter's workforce and X is still functioning fine. However, I don't think that's a great comparison because Tesla is actually making physical products.

有一点很明显，过去一年左右我们已经听到特斯拉高管谈论特斯拉已经在研究无线充电，当谈到Robotaxes时，显然超级充电桩不会那么吸引人。我必须说，从我们的角度来看，似乎埃隆正在预测未来至少一年EV销售增长放缓。是的，传统OEMs，EV在未来6到12个月内将可以使用特斯拉的超级充电网络，但让我们记住这些公司并没有卖出很多EV。此时，似乎全球EV销售存在根本性问题，不仅仅在美国，在中国和欧洲也一样。我知道很多人会拿埃隆解雇 Twitter80%员工的事和X还能正常运转作比较。然而，我认为这并不是一个很好的比较，因为特斯拉实际上在制造实体产品。

And getting lost in the shuffle is Daniel Ho, also getting let go. He's been at Tesla over a decade and most recently as the director of vehicle programs and new product introduction. Now, how Tesla plans to continually grow the supercharger network with most of the charging organization currently laid off, and there's only 3 jobs in total listed on Tesla's career site for the United States. That also remains to be seen.

在这次裁员中，丹尼尔·何也失去了工作，他近十年来一直在特斯拉工作，最近担任车辆项目和新产品推出的总监。目前，特斯拉计划如何在大部分充电部门被裁员的情况下继续发展超级充电网络，而在特斯拉美国官网上列出的总共只有3个职位。这仍有待观察。

Now, even before Elon decided to chime in on this topic, I was going to conclude this segment by saying, I have a feeling that 6 to 12 months from now, this decision by Elon will be largely forgotten, excluding of course those that were laid off. But for everybody else, Tesla just has all of the data on the supercharger use on the EV growth rates on sales rates. So, at the end of the day, Elon always has a plan and if histories are guide, Elon knows what he's doing, even if it's not on our timelines or how we would draw it up.

现在，即使在埃隆决定介入这个话题之前，我打算通过这一部分得出结论，我有一种感觉，从现在开始到6到12个月后，这个埃隆的决定将被大多数人忘记，当然除了那些被解雇的人。但对于其他人来说，特斯拉拥有所有关于电动汽车增长率和销售率的超级充电器使用数据。所以，最终，埃隆总是有一个计划，如果历史是指导，埃隆知道自己在做什么，即使不是在我们的时间表上或我们如何规划的方式。

In the sub-trunk of my Tesla, I have 2 new secret weapons, 2 new high power multi-function vacuums from Fantic. Fantic sponsors the channel and they've been a crowd favorite with the X8 tire inflator and I got my family on board and loving it. They just came out with a slim V8 Apex and the slim V9 mix. I'm going to keep one of these in my office because both of these bad boys can blow, inflate and pump, not just vacuum.

在我的特斯拉的后备箱里，我有两个全新的秘密武器，两个来自Fantic的高功率多功能吸尘器。Fantic是该频道的赞助商，他们的X8轮胎充气器备受欢迎，我家人也喜欢它。他们刚刚推出了一款纤细的V8 Apex和纤细的V9 Mix。我将把其中一个放在办公室，因为这两个家伙不仅可以吸尘，还可以吹气、充气和抽水。

So, getting dust and debris off my keyboard and my desk to easily vacuum later is nice. I admittedly vacuum our Tesla too often so I had to grab some wet grass to demonstrate the slim V9 mix. It has 2 power settings and an LED display and a battery indicator. The brushless motor gives it more than sufficient power and can last around 40 minutes. These both recharge via USB-C so you can charge them both up right in your Tesla.

所以，清理键盘和桌面上的灰尘和杂物，以便稍后轻松吸尘是很好的。我得承认我经常给我们的特斯拉吸尘，所以我不得不抓一些湿草来展示这款轻便的V9混合机。它有两种功率设置，LED显示屏和电池指示灯。无刷电机赋予它足够的动力，可以持续大约40分钟。它们都可以通过USB-C充电，因此你可以在特斯拉中给它们都充电。

There are a bunch of different attachments for different functions and they all fit nicely into these travel cinch bags. Here's the V8 Apex which has this extendable crevice tool which is nice for hard to reach areas. And then here's the V9 mix, blowing my clean, socks across hard table on the low setting. It's really easy to empty the canister and to change and clean the filter if you need to. So, if you want to support the channel and end up with a handy product to have around, you can get over 20% off these vacuums using my links in the description below.

有许多不同的附件，用于不同的功能，它们都可以很好地装在这些旅行拉链袋里。这是V8 Apex，它有这个可伸缩的缝隙工具，非常适合难以触及的地方。然后这是V9 mix，在低档设置下吹干净，在硬桌子上的袜子。清空集尘器和更换和清洁过滤器非常容易。因此，如果您想要支持该频道并最终获得一个方便周围使用的产品，您可以使用我在下方描述中的链接，享受这些吸尘器超过20％的折扣。

The big spring release that we touched on last week has begun rolling out to customer vehicles. It's going to be 2024.14.3. Tesla just released a 22-page off-roading guide for Cybertruck owners. So, to everybody who thought the Cybertruck was just going to be a road vehicle and only Rivian was built for off-roading, I think you need to think again. I'm not going to read through all of this right now, but here is the table of contents for the guide. And if you're interested, I'll have the document linked below.

我们上周提到的重要春季更新已经开始向客户车辆推出。这将是2024.14.3版本。特斯拉刚刚发布了一份为Cybertruck车主准备的22页越野指南。所以，对于所有认为Cybertruck只是一辆适合在公路上行驶的车辆，而只有Rivian适合越野的人，我想你们需要重新思考了。我现在不打算全部阅读这份指南，但这里有它的目录。如果你感兴趣，我会在下面附上文件链接。

On Weibo, the CEO of X-Bang said I especially welcome Tesla FSD to enter China. Tesla has very good self-driving tech and brand. Moreover, China is now vigorously promoting the opening up of new quality productivity. I already shared this one in the pinned comment of yesterday's video, so be sure to check those in the future. But, Neowin is planning to nearly triple its Cauli battery, making it the biggest in the country, and this next phase of expansion will be built with Tesla Mega Pack batteries. Neowin's Cauli battery will be 2,240 megawatt hours or 2.2 gigawatt hours, and will be the biggest in Australia. That's 560 Tesla Mega Packs at $2 million each. That's $1.1 billion.

在微博上，X-Bang的CEO表示特别欢迎特斯拉FSD进入中国。特斯拉拥有非常好的自动驾驶技术和品牌。此外，中国现在正在积极推动新质量生产力的开放。我已经在昨天视频的固定评论中分享了这个消息，所以以后一定要检查。Neowin计划将其科利电池扩大近三倍，使其成为该国最大的电池，这一扩张阶段将采用特斯拉Mega Pack电池。Neowin的科利电池将达到2,240兆瓦时或2.2吉瓦时，并将成为澳大利亚最大的电池。这意味着560个特斯拉Mega Pack每个价值200万美元。总共达到11亿美元。

And just rough math, if you put that 25% Tesla energy gross margin on this deal of $1.1 billion, that's about $275 million in profit from just this project, not bad for just a car company. Neowin says the combined battery will have the ability to charge and discharge 20% of the average demand in Western Australia's main grid. The weekly Tesla insurance number came in at 14,860, comparing that to the same week in Quarter 1, that number was 12,800. And I don't know how much this is worth at this point, but this was the highest fourth week of a quarter, ever. But I frame it like that because quarter over quarter, through the first four weeks, Tesla China is down 19.8%.

仅仅是粗略计算，如果你把特斯拉在这笔11亿美元交易中的25%毛利算入，那就是大约2.75亿美元的利润仅仅来自这个项目，对于一个汽车公司来说并不差。据Neowin称，这种组合电池将具有在西澳大利亚主电网中充放电20%的能力。每周的特斯拉保险数量为14,860，与第一季度同一周相比，那个数字是12,800。我不知道这个时候这个数字值多少，但这是有史以来第四周中的最高数字。不过我这样描述是因为从季度到季度来看，经过前四周，特斯拉中国的销量下降了19.8%。

And then year over year, for the same time frame, Tesla China is down 31.3%. So it was definitely a good week, but we're still behind pace significantly quarter over quarter and year over year. And on that front, but in the United States, from the California New Car Dealers Association, looking at the BEV share by quarter, it really has stagnated just north of 20% for the last few quarters.

然后，按照同一时间范围，特斯拉中国的销量同比下降了31.3%。所以上周确实是一个不错的周，但与季度和去年相比，我们的销量仍明显落后。在美国，根据加利福尼亚州新车经销商协会的数据，纯电动车占比每个季度都保持在20%以上，近几个季度都没有明显增长。

In quarter one of this year, the BEV share in California was 20.9%. California has been the bell weather for EV adoption and in quarter one, gasoline made up 60% of the market share BEVs again at 20.9%, hybrids at 13% and plug-in hybrids at 3.6%. Looking at BEV registrations by brand for the quarter, Tesla is down 7.8% year over year. In Q1 this year, they registered 50,025. That was down from 54.3,000 last year. But the three best-selling BEVs for the quarter, the Tesla Model Y, the Model 3, and the Model X.

今年第一季度，加利福尼亚州的电动汽车市场份额为20.9%。加利福尼亚一直是电动车采用的风向标，第一季度汽油车占市场份额的60%，电动汽车再次占据20.9%，混合动力车占13%，插电混合动力车占3.6%。观察按品牌划分的电动汽车注册情况，特斯拉同比下降了7.8%。今年第一季度，他们注册了50,025辆车，比去年的54,300辆减少。但本季度销量最好的三款电动汽车是特斯拉的Model Y，Model 3和Model X。

When it comes to the top selling passenger cars, the Model 3 has fallen behind the Camry and the Civic, but remember Model 3 production has been very low compared to where it's normally at given the changeover after the refresh. If you haven't yet seen this clip from Chuck, here's a quick PSA on the auto park feature. On the curb. Okay, did you see it going towards that car? So it was not avoiding traffic in the scenario of auto park. It was going straight towards that oncoming car. So that is an interesting find there that when in the auto park mode, it kind of isn't in the version 12 mode. It went straight towards that oncoming car where it should have just waited.

谈到畅销的乘用车，Model 3已经落后于Camry和Civic，但请记住，与刷新后的产量相比，Model 3的生产量非常低。如果你还没有看过Chuck的这个片段，这里有一个关于自动停车功能的快速公益广告。在路边。好的，你看到它是否朝着那辆车走去了吗？所以在自动停车的情况下，并没有避开交通。它直接朝着那辆迎面而来的车开去。所以在自动停车模式下，有一个有趣的发现，它似乎不是在第12版的模式下操作。它直接朝着那辆迎面而来的车开去，而它应该只是等待。

According to a BEZ in Berlin, Tesla wants to strengthen the health protection of employees at Gigabrelin. Looking ahead, we will now focus much more on prevention. We're currently building our own fitness studio where we also have the opportunity to offer very targeted training, like a countermeasure to monotonous physical activities. There are already physiotherapists and occupational therapists who look after employees at work. Yesterday we said some customers in China may actually begin testing of FSD as soon as today, and we're getting reports of exactly that. I can't vouch for this account, but they're saying some customers from Zhejiang have received FSD. Possibly in the next week or so we'll get some first impressions from some of these users using the system in China. VW said today its operating profit dropped by 20% in the first quarter as weaker demand for its premium brands drove a drop in sales.

一家位于柏林的BEZ表示，特斯拉想要加强Gigabrelin员工的健康保护。展望未来，我们现在将更加关注预防措施。我们目前正在建设自己的健身工作室，也可以为员工提供非常有针对性的训练，作为对单调体力活动的一种对策。目前已经有物理治疗师和职业治疗师在工作中照顾员工。昨天我们提到，中国的一些客户可能会在今天开始测试全自动驾驶功能，而我们正好收到了这方面的报告。我无法保证这个说法，但他们说有些来自浙江的客户收到了全自动驾驶功能。可能在接下来的一周左右，我们将能从一些在中国使用该系统的用户那里得到一些初步印象。大众汽车今天表示，由于其高端品牌的需求更为疲软，第一季度运营利润下降了20％，导致销售下降。

Their CFO said as expected, our first quarter results show a slow start to the year. Porsche also saw its operating profit drop 30% compared to the first quarter of 2023. The unit sold 71,000 vehicles globally in Q1 down 16% from the 85,000 in Q1 last year. Mercedes earnings also dropped 34% in the first quarter, way down by model changes and sluggish demand for EVs. They said its car making margin was 9% below its annual target hit by high costs of model upgrades. They also ran into problems with its strategy to bolster profits with more top end cars, where sales were down more than 25%. Their CFO said we are not content with the results from the first quarter. Mercedes saw orders of all electric models slow and in February they walked back their EV sales targets, forecasting, fully electric and hybrid vehicles will remain around 20% of overall sales for the year. Despite that, Mercedes said it wants to hold and defend pricing at current levels despite the price cuts seen by Tesla. I'm going through this so hopefully you pick up on the theme. We also have Stellantis, whose revenue failed 12% in the first quarter on lower volumes and unfavorable product mix and foreign exchange dynamics.

他们的首席财务官表示，如预期的那样，我们的第一季度业绩显示了今年年初的缓慢开始。保时捷的运营利润也比2023年第一季度下降了30%。该部门在第一季度全球销售了71,000辆车，比去年第一季度的85,000辆下降了16%。梅赛德斯的收入在第一季度也下降了34%，主要是由于车型变更和对电动汽车需求疲软造成的。他们表示，由于车型升级的高成本，其汽车制造利润率低于年度目标的9%。他们还遇到了通过增加高端汽车来增加利润的策略问题，销售下降超过25%。他们的首席财务官表示，我们对第一季度的业绩并不满意。梅赛德斯看到所有电动车型的订单放缓，2月份他们调低了电动车销售目标，预测全电动和混合动力车型将维持在整体销售的20%左右。尽管如此，梅赛德斯表示希望维持和捍卫目前的定价水平，尽管已经看到特斯拉的价格下调。我正在逐一讨论这些事项，希望你能抓住其中的主题。我们还有斯泰兰蒂斯，其第一季度收入因销量下降和不利的产品组合以及外汇波动而下降了12%。

Their CFO said shipments and revenues were affected by the transition to the group's new product portfolio. Stellantis said global EV sales were up 8%, but in North America plug-in hybrid sales jumped 79% year over year. Their CFO also said their plan for 25 new models or face-lifted launches this year, including 18 EVs, will help Stellantis improve its growth and profitability in the second half of the year. NHTSA has issued a final ruling requiring that by 2029 all new light vehicles sold in the US must have forward collision warnings, automatic emergency braking and pedestrian automatic emergency braking. All cars must be able to stop at speeds up to 62 miles per hour to avoid colliding with a vehicle. It must also detect pedestrians during the day and at night, and it'll require the system to engage the brakes at speeds up to 90 miles per hour when detecting an imminent collision with another vehicle and at speeds up to 45 miles per hour with a pedestrian.

他们的首席财务官表示，出货量和收入受到向集团的新产品组合的过渡影响。斯泰兰蒂斯表示，全球电动汽车销量增加了8%，但在北美，插电式混合动力汽车销量同比增长了79%。他们的首席财务官还表示，他们今年计划推出25款新车型或进行翻新推出，其中包括18款电动汽车，将有助于斯泰兰蒂斯在下半年提高增长和盈利能力。美国国家公路交通安全管理局已发布最终规定，要求到2029年，在美国出售的所有新轻型汽车必须具备前方碰撞警告、自动紧急制动和行人自动紧急制动系统。所有汽车必须能够在时速62英里的速度下停车，以避免与其他车辆碰撞。在白天和晚上还必须检测到行人，并要求在检测到与其他车辆即将发生碰撞时，在时速90英里的速度下使制动器介入，同时在速度高达时速45英里时与行人发生即将发生碰撞时，也要使制动器介入。

North American graphite miners are lobbying the US government to impose a 25% tariff on three graphite products sourced from China. The US government is set to decide in May whether to bring graphite into the list of minerals that attract the Section 301 tariff. To date, graphite has been exempt because China accounts for 70% of the global output of the material. Basically, if these OEMs can get cheaper graphite from China, then they're not really incentivized to make deal with any of the company's mining and manufacturing it in North America. For that reason, the OEMs are saying without a credible supply chain from North America, it's forced to depend on China and tariffs make them uncompetitive against Chinese automakers. Earlier this year, Tesla supplier Panasonic struck a deal to avoid these potential tariffs altogether. Panasonic signed a graphite supply agreement for its US battery plants with Novonix. Novonix is an Australian company, but they have North American plants, including one in Tennessee.

北美石墨矿工正在游说美国政府对从中国进口的三种石墨产品征收25%的关税。美国政府将于5月决定是否将石墨列入301条款关税适用的矿产品名单。迄今为止，石墨一直被豁免，因为中国占全球该材料产量的70%。基本上，如果这些原始设备制造商可以从中国获得更便宜的石墨，那么他们就没有动力与任何北美公司进行交易并在北美制造。因此，原始设备制造商表示，如果没有可靠的来自北美的供应链，他们就不得不依赖中国，而关税使他们在与中国汽车制造商竞争时不具竞争力。今年早些时候，特斯拉供应商松下达成一项协议，完全避免了这些潜在的关税。松下与Novonix签署了石墨供应协议，用于其美国电池工厂。Novonix是一家澳大利亚公司，但他们在北美有工厂，包括田纳西州的一个工厂。

Today, EF-Mital announced the Tesla approved repair shops that have been taken out from these sympathy strikes will once again be allowed to start repairing Tesla cars starting on May 1st. There are still certain restrictions, but for those who have a crash damaged Tesla, it'll now be possible to have it repaired. The blockade for service work still applies to cars owned by Tesla, cars with transport damage, and cars covered by factory warranty. Otherwise, service can be performed on Tesla cars. So, the roughly 80 or so Tesla approved repair shops in the region will be able to resume some work as soon as tomorrow.

今天，EF-Mital宣布已经免受这些同情罢工影响的特斯拉认可修理店将再次被允许从5月1日开始修理特斯拉汽车。仍然存在一些限制，但对于那些遇到事故损坏的特斯拉车主，现在可以将其修复。对特斯拉所拥有的车辆、运输损坏的车辆以及享有厂家保修的车辆仍然实施服务工作的封锁。否则，可以为特斯拉汽车提供服务。因此，该地区的约80家特斯拉认可修理店将可以在明天恢复部分工作。

Just in case you were expecting poll stars earnings, today they have postponed them due to some accounting errors that they need to rectify from previous years. They're expected to slightly, positively impact the 2021 net loss and negatively impact the net loss of 2022. Hope everybody here likes roller coasters as Tesla stock closed the day at $183.28 down 5.55% while the NASDAQ was down 2.04%. It was another higher volume day for Tesla trading about 23 million shares above the average volume the past 30 days. Poll star was actually up 13% today, presumably at least in part thanks to that battery charging breakthrough news from yesterday. According to the year to date performance dashboard from FinViz, Tesla is no longer the worst performing stock in the S&P 500. It's being outdone to the downside by Intel and by Boeing and a few others. Even after the Tesla stock pullback today, its forward PE for this year still sits at 72.

为了防止您期待着投票明星的收益，他们今天推迟了由于之前几年的一些会计错误需要纠正的收益。预计这将轻微地，积极地影响2021年的净亏损，同时负面影响2022年的净亏损。希望这里的每个人都喜欢过山车，因为特斯拉股价收盘于183.28美元，下跌了5.55%，而纳斯达克下跌了2.04%。特斯拉交易量再次向上，约为过去30天平均交易量的2300万股。投票明星今天实际上上涨了13%，可能部分源自昨天关于电池充电突破的消息。根据FinViz的截至今年累计表现仪表板，特斯拉不再是标准普尔500指数中表现最差的股票。它被英特尔、波音和其他一些公司打败。即使在特斯拉今天股价回调之后，今年的前瞻PE仍然保持在72。

So as I've said there are plenty of exciting things happening with FSD but until Tesla can start earning more from an EPS perspective and those estimates start going back up, it's going to be tough for Tesla to sustain any type of rally. And as we've seen with auto and EV sales pretty sluggish in different pockets around the world, that might be a pretty challenging task over the next two or three quarters. Don't forget check out Fantic linked below if you like keeping your Tesla or car or office clean as I do. 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.

正如我所说的，FSD有许多令人兴奋的事情正在发生，但在特斯拉能够从每股收益的角度获得更多收入并且这些估计数据开始再次上升之前，特斯拉要维持任何类型的涨势将会很困难。正如我们所看到的，汽车和电动汽车销售在世界各地的不同地区都相当疲软，可能在未来两三个季度内将是一个相当具有挑战性的任务。如果你喜欢保持你的特斯拉、汽车或办公室的清洁，不要忘记查看下面链接的Fantic产品。希望大家都有一个美好的一天，如果你喜欢这段视频，请点赞，你可以在下方找到我的X链接，再次感谢所有支持我的Patreon支持者。