Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my newest patrons, Mike Ellen Nickham. Thank you for choosing to support the channel. Chuck Cook put out some highlights from his experience with 12.4.1 and his unprotected left. Here's his commentary. Smooth and medium. Wait in the median. Nice. Nice. Don't go. Okay, don't scare me here because these cars are coming very, very closely. I'm going to hit the cameras for you there. Um, okay. Now it can go in the left lane, right now. Oh boy, it prerolled that car. The preroll in 1236 almost hit a car. That preroll was smooth and it didn't scare me. So guys, this is an improvement. Chuck has of course run thousands of tests on that specific turn and then replying to Chuck, Elon said so much is new in 12.4. It'll take a few more point releases to smooth it out. I can understand why some people may think 12.4 may not go to a wide release now until maybe dot three or dot four, but I don't think that has to be the case. Example dot two could be good enough for a wide release and then Tesla continues the smoothing from there after the wide release. You can take these comments. However, you will Alex on X said the $25 trillion Tesla bought valuation is too conservative to which Elon replied. Yeah, more importantly though, replying to CERN on X, Elon said bots would be offered both as rentals as well as to buy but the former first pretty wild to think at some point in the future a Tesla vehicle could autonomously deliver an optimist bought to your home for the day, use it for whatever task you need it for at the end of the day, it gets right back in the Tesla car and back to the hub or wherever it goes and replying to SMR talking about arks base case and that meaning Tesla adding $1.5 trillion in market cap every year for the next five years.
欢迎来到Electrified频道,我是你们的主持人Dylan Loomis。首先要感谢我的最新赞助者,Mike Ellen Nickham。感谢你们选择支持这个频道。
Chuck Cook分享了一些他在12.4.1版本以及无保护左转上的体验亮点。以下是他的评论:“顺畅且中等。在中央隔离带等候。挺好的。不要走。好的,不要吓到我,因为这些车开得非常近。我将为你打开摄像头。好了,现在可以进入左车道了,对吧。哦,天哪,它预滚了那辆车。在1236版本中,预滚差点撞上一辆车。不过这次的预滚很顺畅,没有吓到我。所以大家,这是一个进步。Chuck当然已经在那个特定的转弯上进行了上千次测试。”在回复Chuck时,Elon说12.4版本有很多新变化,需要几个小版本的更新来使其更加平滑。我可以理解一些人可能认为12.4版本要到.3或.4版本才会大范围发布,但我认为不一定非要这样。比如,.2版本可能就足够好可以大范围发布,而Tesla可以在大范围发布后继续优化。大家可以自行理解这些评论。
Alex on X说估值25万亿美元的Tesla机器人太保守了,Elon回复:“是的。不过更重要的是”,回复CERN on X时,Elon说机器人会提供租赁和购买两种服务,但先推出租赁。想想看,未来某一天,Tesla车辆可以自主将一个Optimist机器人送到你家,让你使用一天,然后它会返回Tesla中心或其他地方。这简直太疯狂了。
在回复SMR关于ark的基线方案时,Elon提到,Tesla将每年增加1.5万亿美元的市值,连续五年。
Elon said AI just breaks all conventional valuations on that front. Elon said working on Tesla master plan four, it'll be epic. If you go back to Tesla's master plan part three sustainable energy for all of earth, that was published on April 5th, 2023 master plan three included a repowering the existing grid with renewables switching to EVs switch to heat pumps in residential business and industry electrify high temperature heat delivery and hydrogen production, sustainably fuel planes and boats and manufacture the sustainable energy economy. Just a guess but given that master plan part three was really earth focused and sustainable energy focused master plan four may be a bit more Tesla focused and specifically optimists and robot axes and perhaps a more tangible way for Tesla to actually benefit from all of the distributed compute with the inference computers in Tesla vehicles around the world. Of course when they're just sitting idle given the depth and the length of master plan three it was a 40 page document I would expect master plan four to include some things that many of us are not even thinking about right now. Also important to note Elon said working on master plan part three March 17th 2022. So from that post to when it was actually published was roughly 13 months. I do think it's reasonable to expect part four to be released sometime in 2025 if not early 2026 reading the tea leaves this also means good things for Elon committing to Tesla longer term and most likely he's expecting a new compensation plan sometime in the next two to three years. Tesla has sued its former supplier Matthews international for allegedly stealing trade secrets related to Tesla's battery manufacturing process and sharing them with Tesla's competitors. The lawsuit said Matthews owes damages that Tesla conservatively estimates will exceed one billion dollars for misuse and company trade secrets related to dry battery electrode DBE manufacturing tech Pittsburgh based Matthews began supplying Tesla with manufacturing machinery in 2019 Tesla said it shared secrets with Matthews related to DBE and the lawsuit said Matthews shared Tesla's innovations with unnamed competitors by selling machines and other technologies embodying Tesla's trade secrets.
It also said Matthews claimed Tesla's inventions as its own in patent filings. Tesla asked the court to block Matthews from misusing its trade secrets and hand over patent applications in addition to requesting monetary damages. This could turn out to be a pretty big deal as DBE was one of the most important ingredients of Tesla's secret sauce for its new battery chemistries and as we've seen it's also become one of the hardest problems to solve for Tesla as far as we know they're still trying to crack the code on the cathode side. In response Matthews came out and said Tesla's lawsuit is simply a new tactic in their ongoing efforts to bully Matthews and improperly take Matthews valuable IP and that it would vigorously defend the matter. For now we don't know which competitors got which trade secrets.
For now we don't know which competitors got which trade secrets. Tesla's refreshed model three long range all-wheel drive variant that previously has not qualified for the tax credit is now officially eligible for the full $7,500. How exactly Tesla is pulling this off is still a bit of a mystery. You could speculate maybe 2170 production at Gig and Nevada is up but you also have to keep in mind this variant for Tesla is its highest volume vehicle under the model 3 umbrella so that 2170 production would have to be way up. Either way though turning this slider off the long range all-wheel drive vehicle now starts at $47,490 so taking off the $7,500 would bring it down to $39,990 which yes is most likely going to bump most customers up to the long range trim rather than the rear wheel drive because it's only about $1,000 more expensive after the tax credit.
As of now the base model does not qualify for any tax credit. You guys know I'm not one to attribute daily Tesla stock moves to any one news item but this one could break that rule. That's because this is a higher volume vehicle for Tesla and overnight it just became $7,500 cheaper for many consumers. The Texas Secretary of State posted on X welcome to Texas Tesla I'm proud to sign the papers bringing the companies in corporation to the Lone Star State. I'm guessing when Tesla fully wraps up the Delaware court case they focus on a dual class structure in Texas with that second class being voting shares only. That would be one way to get Elon to his desired 25% voting control of Tesla without anything from a new compensation plan.
Last week we talked about how Tesla was granted approval for FSD testing for 10 vehicles in Shanghai. Now we're also learning an additional city Hwang Zu may also issue approval for Tesla to test FSD. As expected the initial test will be conducted by the Tesla staff. Replying to a Mark Andreessen post on X Elon said the new Tesla Roadster can fly. If I was someone who put down a big deposit for the Roadster around 7 years ago I would be responding with it better fly and then some. In case you didn't know the Dubai Police Department has a luxury fleet of vehicles to which they have now added a Tesla Cybertruck. Also in their police fleet a Lamborghini eventador Audi R8 Bentley Continental McLaren MP4 Bugatti Varon Aston Martin and the list goes on and on.
On Friday some members in the Cybertruck owners club forum were saying that their deliveries for the weekend were now being delayed roughly one week thanks to a wiper motor issue. And just so you know there are multiple users reporting this problem and their delivery dates being pushed back roughly a week it's not just one anecdote. And there are plenty of awesome Cybertruck wraps out there but I'm not sure I've seen one that's cooler than this. For all of the marketing that Tesla does with the Cybertruck towing around that glass box with the Model Y for example I think it should be wrapped with this one right here. For audio listeners it's an American flag.
星期五,Cybertruck 车主俱乐部论坛上的一些成员表示,他们原定周末的交货日期因雨刷电机故障被推迟了大约一周。而且,不止一个用户报告了这个问题,很多人的交货日期都被推迟了大约一周。这不仅仅是个别现象。市场上有很多酷炫的 Cybertruck 车身贴膜,但我不确定是否见过比这个更酷的。考虑到特斯拉用 Cybertruck 牵引装有 Model Y 的玻璃箱进行的各种营销活动,我觉得这个贴膜应该用在这些车辆上。对于只听音频的朋友来说,这个贴膜是美国国旗图案。
Tesla isn't wasting any time with getting Elon's compensation squared away as they're now looking for legal recognition of the shareholder vote. Tesla wrote to Judge McCormick that the parties in the pay package case should now lay out their legal interpretations of Thursday's ratification of Elon's pay. In the letter Tesla said the approval of ratification by Tesla's stockholder significantly impacts the claims and issues in this action including the court's final judgment. Greg Virallo the nine share shareholders attorney in the case said the ratification had no legal effect on the case and that he would explain his argument in a brief due Friday. On the surface that does seem crazy because if you remember the main thrust of McCormick rescinding Elon's comp plan was that the shareholders were not fully informed and this time around they most certainly were. However Tesla has said the ratification process was novel and it was unclear if McCormick in the Delaware court would accept the result. Can you imagine if after all of this Judge McCormick still shoots down Elon's 2018 pay plan and decides to award the lawyers with six billion dollars in fees. It truly would become a spectacle of epic proportions. Now I do think the chances of that happening are very unlikely but it's not fully off the table yet.
You may remember earlier this year Tesla released a new API on the energy side specifically for solar, powerwall and EV chargers. This effectively gave third party developers the ability to interact with Tesla products. You may also remember that a while back we talked about Tesla partnering up with Octopus Energy for a new smart energy program but later thanks to market conditions Tesla decided to retire the Tesla energy plan from the UK and partnership with Octopus. But now we're learning of a newer version of this partnership something they're calling Octopus Flux. With this new version of the partnership Octopus is certified to install Tesla Powerwalls in Spain and the UK. Tesla Powerwall customers in both countries will be able to access Octopus's range of smart tariffs including intelligent Octopus Flux which is designed to respond flexibly to prices throughout the day charging batteries when prices are low and selling when they're high to support the grid during peak periods. Octopus says this can save customers around $315 annually when compared to a standard import and export tariff. Step one if you're in Spain or the UK you would need to become an Octopus Energy customer.
There's a CNBC article going around talking about the used EV price crash and they're trying to insinuate that the value of electric vehicles is effectively plummeting but you have to keep in mind there are many factors that affect used car pricing. Specifically for Tesla you have to factor in one the new car prices so as Tesla lowers those that will bring down the used car pricing. Second you have to keep in mind what Hertz has been doing over the past six months which has been flooding the used EV market with their Tesla inventory upwards of 20,000 vehicles. And zooming out industry wide it can be tough to discern the true value of a used EV without doing some battery health tests and things of that nature. So this does not mean that EVs can no longer be premium vehicles and if you're looking for a good value now may be a good time. Thing is big we could have a jacuzzi or something but what's going to be different about the front with the gravity? You'll be able to drive up to your favorite beauty spot open the front and lounge there and watch the sun going down. There will be seats. It seats in the front. We anticipate a version of gravity starting from under $80,000. Well I think that if we look back in time 10-15 years ago Tesla was the tech leader. I think there's a degree of distraction now and I think that Lucid has taken that moment. I believe we're a number of years ahead in terms of our core technology from Tesla. I announced earlier this week that we've hit a landmark level of capability that we're hitting the magic five miles per kilowatt hour. No one else is even close.
So this is a tech race. It's yet to run its course and we have taken the mantle of leadership make no mistake. Now look in fairness Lucid does have an edge when it comes to certain efficiency metrics but I think as we all know what really matters is selling EVs profitably at scale and the truth is right now Lucid is not close to doing either of those. There are some pictures circulating around the web of a new Starlink mini dish and Elon has said that this is going to roll out in a few months. So an even more portable Starlink dish Elon said I just set it up right now and I'm writing this post through space. Took less than five minutes easily carried in a backpack. This product will change the world. About half the price of the standard dish to buy and monthly subscription but you can still watch multiple 4k video streams simultaneously 23 millisecond latency. Elon continued yes better paying than many cable internet connections. Here's where Elon said it rolls out to select areas in a few months and mini can be a great low cost option for a good backup internet connection if your landline goes out. At this point I think Starlink news is carrying a bit more relevance for Tesla investors given that Elon confirmed long-term Tesla shareholders will have first access if Elon does IPO any of his other ventures. According to FCC documents the mini dish is supposed to be about the size of an Apple MacBook and it will feature a kickstand. Based on the standard Starlink dish pricing the mini could be around $250. And in that screenshot from Elon it was showing 100 megabits per second down and 11.5 up. Waymo posted their fifth generation Waymo driver provides more than 50,000 trips to paying riders per week.
Now they're introducing their sixth generation Waymo driver as it begins sensor testing and validation. They said it'll have a simplified and cost-effective design that can autonomously navigate colder cities and help us further scale. There's not much out there on this new vehicle yet but clearly it looks more like a van and is still very sensor heavy. As far as we know right now Waymo's fleet is still only around 500 vehicles so hopefully Gen 6 and this lower cost architecture may bump that up by an order of magnitude. I did look for a corresponding Waymo blog post about this but nothing so far. Kia has announced its upcoming EV3 for North America will be built in Mexico to take advantage of the tax credits meaning a vehicle that starts around $30,000 you may be able to get for around 22,500. As you can see the EV3 is essentially a smaller more affordable version of the EV9. They're saying production in Mexico could start as soon as next year. Mercedes put out some official EPA range figures for its upcoming EQB vehicles and let's just say it may be DOA. On the low end you're looking at 205 miles of range and on the high end you're looking at 251 miles. This for a vehicle that starts at $53,000. This vehicle will not qualify for the tax credit as I believe it'll be built in Hungary for the US market.
This little guy right here from a company called Eli Zero is coming to the United States in quarter three of this year. It costs around $12,000, has a range of up to 60 miles but it only goes 25 miles per hour. What do you guys think though because personally I just cannot see this catching on in the United States. For me the first thing that comes to mind is what would happen if my family was in this in an accident. Plus that top speed of 25 miles per hour really limits where you can go. However for a potentially small niche this vehicle should be coming soon. Tesla stock closed the day at $187.44 up 5.3% while the NASDAQ was up 0.95%. It was a higher volume day for Tesla trading about 26 million shares above the average volume the past 30 days. Hope you guys have a wonderful day. Please like the video if you did. You can find me on X and the electrified newsletter linked below and a huge thank you to all of my patreon supporters.