Munro's 4680 Teardown: Unexpected / Elon's Comp Plan Battle / China's EV Spend Revealed ⚡️

Welcome to Electrified, it's your host, Dylan Moomis. If you're in the mood for a commitment from Elon, here you go. He said, the super strong support from retail and large investors meant a lot to me. I'll do my utmost to ensure that their faith is rewarded. This was kind of cool. There were 29 different Cybertruck owners taking delivery at the same time. And right before that, the Cybertrucks did a little light show and front dance.

欢迎来到Electrified，这里是你的主持人，Dylan Moomis。如果你期待Elon Musk的承诺，那么这里有一个。他说，来自散户和大投资者的强力支持对我意义重大。我会尽最大努力确保他们的信任得到回报。这真的很酷。29位Cybertruck车主同时提车。在那之前，Cybertruck还做了一个小型灯光秀和前灯舞蹈。

But unfortunately, I shared that to contrast with this video, where we have tens of Cybertrucks that were sitting in a lot waiting to be delivered. And somebody vandalized them with spray paint and they eloquently wrote F. Elon either on the hood or on the side of the trucks. And for whatever it's worth, I did find this video of this gentleman removing spray paint from stainless steel. So here's the before through some of the scrubbing and then there's the after.

但不幸的是，我分享这个是为了和这个视频做对比。视频里有几十辆等待交付的Cybertruck（赛博卡车）停在一个场地里。有人用喷漆破坏了这些车，并且在车头或车侧涂写了“F. Elon”（*骂Elon的话*）。不管怎样，我找到了一个视频，这位先生展示了如何从不锈钢上清除喷漆，以下是清洗前后的对比效果。

So maybe it's possible to have it removed. Either way though, this is obviously ridiculous. And of course, the first thought is, well, check the cameras and try to find who did it. But then the question arises, was sentry mode on for these vehicles just sitting in a lot? And if it was not, is there any way Tesla can still access the camera footage?

所以也许可以将它移除。不管怎样，这显然很荒谬。当然，第一个想到的就是查看监控录像，试图找到是谁做的。但接下来问题就来了，这些车在停车场里有没有开启哨兵模式？如果没有，特斯拉还有办法访问摄像头的录像吗？

Just a quick reminder, if you know any upcoming high school grads, you can let them know about the MDP Tesla's Manufacturing Development Program. Tesla is currently accepting applications. For you SpaceX fans, Tesla has announced a new supercharger is now open in Brownsville, Texas, at Boca Chica Boulevard. In response to what Elon said the other day about power and cooling needed at Gigatexus and that it could be over 500 megawatts in the next 18 months, Matt Smith asked a great question, who's providing that 500 megawatts of power?

提醒一下，如果你知道有即将高中毕业的学生，可以告诉他们特斯拉的制造发展计划（MDP）。特斯拉现在正在接受申请。对于喜欢SpaceX的人，特斯拉宣布德克萨斯州布朗斯维尔的Boca Chica Boulevard上新开了一座超级充电站。回应Elon前几天关于Gigatexus需要电力和制冷的发言，他提到在接下来的18个月内可能需要超过500兆瓦的电力，Matt Smith问了一个很好的问题：谁来提供这500兆瓦的电力？

But I brought this up again though, because I saw some people saying, oh, Tesla's solar roof at Gigatexus will have it covered. Unfortunately, no. The last update we got, they said when it's complete, the system will be the world's largest solar rooftop installation with roughly 30 megawatts of power. That's clearly not going to get it done. Joe Tettmeyer did say Austin Energy and LCRA via the new switchyard on the north side and cables along raceways along the east parapet wall. Most of this is now installed.

但我之所以再次提起这个话题，是因为我看到有些人说特斯拉在得州超级工厂的太阳能屋顶会完全覆盖这一需求。不幸的是，事实并非如此。我们最新得到的消息称，当项目完成时，系统将成为世界上最大的太阳能屋顶安装工程，发电量大约为30兆瓦。显然，这还远远不够。Joe Tettmeyer提到，奥斯汀能源公司和LCRA通过北侧的新变电所以及沿东侧护墙的跑道铺设电缆。大部分设施现已安装完毕。

As Joe pointed out, the Sandhill Power Station is located right across the street, but that's listed at 694 megawatts. And then as Matt highlighted, this is already providing power to the Urcott Grid, so it's not like they can just take all of that and feed it to Tesla. So if anybody out there hears anything about this before I can find something, feel free to shoot me an email. Elon's lawyers are now saying that the shareholder vote should delay a hearing on the award of billions of dollars in fees to the lawyers that challenged it.

正如乔指出的那样，桑德希尔发电站就位于街对面，但其容量是694兆瓦。而如马特所强调的那样，这已经在向Urcott电网供电，所以他们不能只把这些电力全部供应给特斯拉。因此，如果有人在我找到信息之前听到什么消息，随时可以发邮件给我。埃隆的律师现在说，股东投票应该推迟对挑战此事的律师们颁发数十亿美元费用的听证会。

Tesla's attorneys are saying the vote impacts significantly what remains to be decided in this litigation. Thus Tesla has asked for a delay of the July 8th hearing so it can lay out the shareholder votes implications. Tesla's filing said the vote alters the course of this litigation and arguments about it should be briefed expeditiously and decided before this court rules on legal fees to be awarded. A delay in this hearing over those legal fees would further hold up the judges' decision on how much to award in lawyer compensation, which needs to happen before she issues an order finalizing the case and then opens a window for Elon to appeal the ruling.

特斯拉的律师表示，这次投票对诉讼中剩下的待决事项有重大影响。因此，特斯拉要求推迟原定于7月8日的听证会，以便阐明股东投票的影响。特斯拉的文件称，这次投票改变了诉讼的进程，关于此事的争论应当迅速进行，并在法院裁定应支付的律师费用前得到解决。推迟这次有关律师费用的听证会将进一步延迟法官决定赔偿数额的时间，而在这一决定做出之前，她无法发出结案命令，也无法开启允许埃隆·马斯克对裁决提出上诉的窗口期。

The word is, Judge McCormick is under no legal obligation to recognize the shareholder vote under Delaware law, but she can choose to take judicial notice of the development. Once she rules on the legal fees, she can then issue a final judgment in the case, and then again, Elon can appeal after that. In response, the plaintiff's attorney said the vote to ratify Elon's pay has no legal effect and the only way for Tesla to challenge the January ruling is to appeal to the Delaware Supreme Court.

消息称，McCormick法官在法律上并无义务根据特拉华州的法律承认股东投票，但她可以自主决定是否将此进展纳入司法考量。一旦她对律师费做出裁决，她就可以在此案中发布最终判决，此后Elon仍然可以上诉。对此，原告的律师表示，投票批准Elon薪酬并无法律效力，特斯拉唯一能挑战一月份裁决的方法是上诉到特拉华州最高法院。

As we know, the plaintiff's lawyers have asked for around 29 million shares, but today they said Tesla could, as an alternative, pay at least $1.1 billion in cash, which would be justified by the court's precedent, although they described that as unfairly low. If there are any modern family fans out there that made me think of Cam starting big and then winnowing down. Tesla on the other hand urged the judge to put aside the fee dispute and determine the impact of the shareholder vote, which in turn could drastically reduce the legal fee.

据我们所知，原告的律师们要求大约2900万股特斯拉的股票，但今天他们表示，作为替代，特斯拉可以至少支付现金11亿美元，这在法院的判决中是合理的，尽管他们形容这比金额不公平地低。如果有喜欢《摩登家庭》的粉丝，这让我联想到Cam总是先提一个大的要求，然后再逐渐缩小。另一方面，特斯拉敦促法官先搁置这一费用争议，去确定股东投票的影响，这可能会大幅降低律师费。

The plaintiff's lawyers of course disagree, saying that Tesla's board process for proposing that ratification vote was flawed. The law was misused by Tesla and the shareholder vote was coerced by Elon's threats to take potential products from Tesla. The plaintiff's lawyers want a decision on their legal fee as the next step in the case. This is where hopefully Alexander's legwork and the 8000 shareholders that signed that form, that petition, may actually come into play and swing the balance a bit. No decisions have been made yet, but the stage is now set. Alexander also shared a little tidbit I thought was interesting. Generally speaking, for the Delaware legislature, they are passing some, apparently, controversial 2024 amendments. It sounds like Judge McCormick did not like these amendments and a former chancellor called Judge McCormick out, as well as a vice chancellor for their public participation in the debate over the legislation. The former chancellor said, I was taught that judges need to stay in their lane and need to be applying the law legislators give them. Judges don't need to intrude upon the process of law because if they do, they become the makers as well as the suppliers. Just tangentially related, but there you have it.

原告的律师当然不同意他们的看法，称特斯拉董事会提出表决的过程存在缺陷。特斯拉滥用了法律，并且埃隆·马斯克通过威胁将潜在产品从特斯拉撤出而强迫股东投票。原告的律师希望下一步对他们的法律费用做出决定。在这一过程中，可能亚历山大所做的准备工作以及8000位签署了请愿书的股东会有所影响，扭转一些局势。目前还没有做出决定，但舞台已经搭建好了。亚历山大还分享了一个我觉得有趣的小插曲。一般来说，德拉瓦州立法机构正在通过一些显然有争议的2024年修正案。听起来麦考密克法官不喜欢这些修正案，一位前首席法官公开批评了麦考密克法官以及一位副首席法官在关于立法的辩论中的公开参与。这位前首席法官说，他被教导法官应该保持在自己的领域内，应用立法机构给予他们的法律。法官不应该干涉立法过程，否则他们将会成为立法者和法律的执行者。这是有点关系的话题，但也就这样讲完了。

A PSA, there's a bug in Tesla's software 2024.20.1 that is basically breaking dog mode. This is a problem because the screen is actually showing the appropriate messaging as if the feature was working, but the cabin temperature is not being maintained after they leave the vehicle. Just FYI if you're taking your furry children anywhere with that software version. This marketing material from Tesla Japan was floating around the internet and if you translate the image, Tesla owners in Japan can now transfer their FSD for a limited time, this one only until June 28th. Elon did agree to another quarter of free FSD transfer, so hopefully this gets the ball rolling for that.

发布公告，特斯拉的软件版本2024.20.1存在一个漏洞，基本上把狗狗模式弄坏了。这是个问题，因为屏幕实际上显示了该功能工作正常的信息，但车内温度在离开车辆后没有被维持。如果你带着你的宠物出行并使用这个软件版本，请注意这一点。 另外，特斯拉日本的这则营销材料最近在网络上流传。如果你翻译图片内容，会发现日本的特斯拉车主现在可以在有限时间内转移他们的FSD（完全自动驾驶）功能，这个优惠仅限于6月28日之前。Elon也同意再提供一个季度的免费FSD转移服务，希望这能推动这方面的进展。

Just a quick word on Tesla's FSD12.4.1, there are definitely mixed reviews out there, some users are having a better experience, tried to watch all of them and listen to all of the commentary. Personally, for whatever it's worth, I was a bit disappointed, I don't know if it's my expectations were too high or watching AI driver and his experience with the overall build. And I know .4.releases can smooth things out and other people are saying there are improvements without a . update. Either way though, this is part of what I've been warning about when it comes to Tesla not having the ability to write explicit code to solve specific problems. Given the black box nature of these neural nets, version 12 may be a scenario of fixing some problems here, but then other things break over here and it becomes pretty difficult to figure out how to balance it all. Don't get me wrong, I still think Tesla's going to figure it out, I just think it may be a bumpy road and not move as fast as some of us were hoping right when we saw version 12. So at least for now and at least for me, my expectations for the pace of progress for version 12 have come down a few pigs.

关于特斯拉的FSD12.4.1（全自动驾驶），我想简单说两句。它的评价确实褒贬不一，有些用户体验比较好，我也尽量去看了所有的评论和视频。就我个人而言，不管有没有参考价值，我有点失望，不知道是我的期望过高还是因为看了AI驾驶的视频，以及他对整个版本的体验。我知道0.4的更新可能会平滑一些问题，并且有人认为即使没有更新也有改善。然而，无论如何，这正是我之前警告过的，特斯拉可能无法通过编写明确的代码来解决特定问题。鉴于这些神经网络的“黑箱”性质，版本12可能存在修复了一些问题，但同时也引发了其他问题，使得平衡变得很困难。不要误会，我依然相信特斯拉最终会解决这些问题，只是这条路可能会比较坎坷，进展速度可能不像我们一开始看到版本12时那样乐观。因此，至少目前和对我个人来说，我对版本12进展速度的期望已经降低了一些。

Monroe put out a new teardown video on the cyber cell and I'll share the main takeaways. One of the main visual differences was on the bottom of the cell when it comes to the venting. This one on the right with the pink foam of death is the Gen 1 cell and on the left is the new cyber cell or Gen 2. The cyber cell now has these welds on the bottom and there are two different variations, some with nine welds and others with 12. They said that helps with venting and that's in contrast to the Gen 1 cell. They said the copper tab that was in the Gen 1 cell has been removed which leaves more space in the cell in favor of these welds. Monroe also said the cyber cell has all but eliminated the cobalt and Jordan from the limiting factor said that the Gen 1 cell had about 12% cobalt. Monroe did not share a specific figure but there's a chance Tesla's cobalt use is down under 5% with the cyber cell.

Monroe发布了一个关于Cyber电池拆解的新视频，我会分享主要的要点。一个主要的视觉区别在于电池底部的排气设计。右边有粉色泡沫的是第一代电池，而左边的是新的Cyber电池或第二代电池。Cyber电池现在在底部有这些焊点，有两种不同的变体，一些有九个焊点，另一些有十二个。他们说这有助于排气，这与第一代电池形成对比。第一代电池中的铜片已被移除，这为这些焊点腾出了更多空间。Monroe还说，Cyber电池几乎完全消除了钴的使用，而The Limiting Factor的Jordan指出，第一代电池中大约含有12%的钴。Monroe没有给出具体数字，但有可能特斯拉在Cyber电池中的钴使用已降到5%以下。

Sandy said the cyber cell has mostly nickel and the cobalt is mostly all gone. He also added there's no manganese in the cyber cell. Monroe was just speculating here but they think it has to do with the dry battery electrode process. They said manganese isn't really in short supply and it's not that expensive so they thought it had to do with DBE. And we know that Tesla was only using DBE for the anode with the Gen 1 cell but Monroe did say something very interesting. They said they have high confidence that they'll find the dry process was in use for both electrodes this time the cathode and the anode. They think Tesla eliminating manganese had something to do with it. And excitingly when it comes to energy density it was confirmed that Tesla is now using at least some silicon in the anode. Tesla had forecast to us that they were going to do this eventually and now it's been confirmed. They said the separator between the anode and the cathode was basically the same as Gen 1 and the electrolyte has not yet been analyzed but there may be some differences there. So Monroe is confident when they do further testing they'll find out Tesla is using DBE for the cathode which would be a huge breakthrough.

Sandy 说，这个电池芯（cyber cell）的主要成分是镍，而钴几乎用完了。他还补充说，电池芯里没有锰。Monroe 只是推测，但他们认为这与干电池电极工艺（DBE）有关。他们说，锰并不是很短缺，也不太贵，所以他们认为这与DBE有关。我们知道，特斯拉在第一代电池中只为负极使用了DBE，但Monroe提到了一个非常有趣的观点：他们非常有信心地认为，这次特斯拉在正极和负极都使用了干电池电极工艺。他们认为特斯拉取消锰的使用与此有关。 令人兴奋的是，在能量密度方面，已经确认特斯拉现在在负极中至少使用了一些硅。特斯拉曾经预测他们最终会这么做，现在这一点已经得到确认。他们说，正负极之间的隔膜基本上和第一代一样，而电解质还没有分析，但可能有一些不同的地方。所以Monroe相信，在进一步测试中，他们会发现特斯拉在正极上使用了DBE，这将是一个巨大的突破。

Personally I'm still not convinced. The main reason for that is multiple sources have confirmed that Tesla has been importing cathode parts for 4680 production at Gigafactory Texas. Things definitely could have changed since then but for now I'm keeping my expectations low. And if you go back to the actual study on the teardown of Tesla's Gen 1 4680 it was around 233 watt hours per kilogram. That was early so let's just call it 240 watt hours per kilogram if Tesla really is pulling off a 10% energy density increase that would take it up to about 264 watt hours per kilogram. But for now neither Monroe or Jordan at the limiting factor have actually done that testing. For reference Panasonic's 2170s have an energy density in the neighborhood of 265 to 270 watt hours per kilogram. So there's a chance Tesla's cyber cell is now approaching that energy density figure of the 2170 cells and as Elon and team said hopefully the cost will be at least on par if not below that by the end of this year. I'll say it again I know Tesla's progress with the 4680s may be a bit slower than some were hoping for but it's such a hard problem and we have to remember Tesla is definitely making progress. Give them another 12 to 24 months and if they can crack the nut for DBE for the cathode which Monroe thinks they may have already done don't sleep on the 4680s. We have some new renders again from Dominic on X and this is nothing official from Tesla but this time he talked about a Tesla van camper edition so just wanted to share his work because I was very impressed.

就我个人而言，我还是不太相信。这主要是因为多个消息来源确认了特斯拉在德州超级工厂生产4680电池时一直在进口阴极部件。情况肯定可能已经有所改变，但目前我对其期望值较低。如果你回顾一下对特斯拉第一代4680电池拆解的实际研究，它的能量密度大约是233瓦时每千克。那是初期数据，所以我们姑且称之为240瓦时每千克。如果特斯拉确实实现了10%的能量密度提升，那将达到大约264瓦时每千克。 但现在，Monroe和The Limiting Factor频道的Jordan都还没有进行相关测试。作为参考，松下的2170电池的能量密度在265到270瓦时每千克之间。所以有可能特斯拉的4680电池现在接近这一能量密度指标，而且如埃隆和他的团队所说，希望到今年年底，成本至少能持平，甚至更低。我再说一次，我知道特斯拉在4680电池上的进展可能比一些人预期的要慢，但这是一个非常困难的问题，我们必须记住特斯拉确实在取得进展。再给他们12到24个月时间，如果他们能够破解阴极的DBE难题，而Monroe认为他们可能已经做到了，那就不要小看4680电池。我们还从Dominic那里得到了新的渲染图，这不是特斯拉官方信息，但这次他展示了特斯拉的一款房车版本，我想分享一下，因为我对他的工作印象深刻。

There's a CNBC article saying Tesla's workforce is officially down 14% from the peak last year which at one point got up to 141,000 global employees but this new data is really just from Tesla's email distribution list and the one that goes out to everybody. According to that email list Tesla's employees would be down to about 121,000 or down 14%. No surprise as the reporting was Tesla may be looking to cut as high as 20% of the workforce with this most recent round. Kia's global fully electric car sales were 19.4,000 for the month of May. That figure is up 93% from last year. Looking at global year to date figures for Kia's wholesale numbers the EV6 is leading the way at 35.1,000. The EV9 did 15.9,000. The EV5 did 4.1,000. Thus total for the GMP platform is up 20% year over year. I think part of the problem around Tesla having a demand problem or not boils down to the semantics in how you would actually define a problem. I did want to point out though graphs like this one that Alex shared to prove that Tesla's demand is just fine doesn't tell the whole story. Now sure is Tesla outselling other brands? You betcha but is Tesla also down year over year across the EU? Also you betcha. It's also been reported Tesla is operating below capacity at both Gigafactory Texas and Gigafactory Shanghai. So is it a problem implying that Tesla is doomed? Certainly not but is it a problem that I think should be addressed? I would say yeah. And it wasn't Whole Mars but some other accounts on X were taking this post of the top 10 EV brand registrations in the US through April this year to say that Tesla's demand is again doing just fine. But this also says nothing about year over year data and outselling companies like Ford, Hyundai and Kia really isn't saying that much. You can certainly argue that the competition is not coming if you would like but to use these charts to say that Tesla's demand is doing great is just not accurate.

有一篇CNBC的文章提到，特斯拉的员工人数从去年峰值减少了14%。峰值时，特斯拉全球员工数量达到14.1万人，但根据最新数据——也就是特斯拉的邮件分发名单，目前员工数量降至大约12.1万人，下降了14%。值得注意的是，之前有报道说特斯拉可能会裁减高达20%的员工。 另外，起亚在五月的全球纯电动车销量为1.94万辆，同比去年增长了93%。从起亚今年迄今的全球批发数据来看，EV6车型的销量最高，为3.51万辆。EV9的销量为1.59万辆，而EV5为0.41万辆。因此，GMP平台的总销量同比增长了20%。 关于特斯拉是否存在需求问题，这很大程度上归结于如何定义“问题”。需要指出的是，像Alex分享的图表用来证明特斯拉需求正常，但并未说明全部情况。确实，特斯拉的销量超过了其他品牌，但其在欧洲的同期销量也下降了。据报道，特斯拉的德州和上海超级工厂都在低于产能运作。这样说特斯拉面临严重问题？不至于。但是否需要关注这个问题？我认为是的。 此外，有些在X平台上的账户分享了今年4月美国前十大电动车品牌注册量数据，以此说明特斯拉需求正常。但这些数据并未提及同比数据，而超越福特、现代和起亚这样的公司也并不说明太多。如果想说竞争还未真正到来，这可以讨论，但用这些图表来表明特斯拉的需求状况良好是不准确的。

Here's a message from a well known Tiktoker George Saliba who I believe owns a car dealership. Don't really know what to say. Don't buy electric cars other than Tesla. If there's a new electric car on the market besides anything that's a Tesla. Don't buy it. Chevy Silverado EV stay away. Lucid stay away unless you're robbing them. Chevy bolts are great. Kia EV 6s are great. Don't buy Kia EV 9s. Kia dealerships are discounting them out the butt. And why would you buy Kia EV 9? You can buy a Rivian R1s. It's like the same price. Rivian R1s and S's are cheaper actually. You can buy one for like 75 grand. Way better of a vehicle. And yeah man the EV market's a very volatile market. New EV coming on the market other than Tesla. Stay away.

这是一个知名Tiktoker George Saliba的信息，我相信他拥有一家汽车经销店。我不太知道该怎么说。除了特斯拉，别买其他电动车。如果市场上有一款新的电动车，不是特斯拉的，就别买。Chevy Silverado EV 要避开。Lucid 也要避开，除非你打算占他们便宜。Chevy Bolt 很不错。Kia EV 6 也很好。别买 Kia EV 9。Kia 经销商正疯狂打折卖 Kia EV 9。而且为什么要买 Kia EV 9呢？你可以花差不多的钱买 Rivian R1s。实际上，Rivian R1s 和 S 更便宜，大概 7.5 万美元就能买一个。车子好多了。是的，电动车市场非常不稳定。出新的电动车，如果不是特斯拉的，就别买。

This article about Ford being roughly two years away from hands-free technology was a couple weeks ago but it was really circulating today. If you don't remember though Farley said we're getting really close we can do it now pretty regularly with a prototype but doing it in a cost effective way is just the progress we're going to need to make. Thus Ford thinks they can bring level 3 autonomy by 2026. But as we know Ford's blue cruise is currently under investigation for some fatal accidents and Mercedes level 3 is essentially a gimmick. Most importantly this has been added to the prediction tracker and yes one day we will go through when we have enough results in.

这篇关于福特大约两年后即将实现免手技术的文章是几周前的，但最近才开始广泛传播。如果你还记得，法利（Farley）曾说过我们已经非常接近实现这一目标了，我们现在已经可以用原型车定期进行测试，但要以成本效益的方式实现，这是我们需要改进的地方。因此，福特认为他们可以在2026年实现三级自动驾驶。不过我们也知道，目前福特的Blue Cruise系统因一些致命事故正在接受调查，而奔驰的三级自动驾驶本质上只是个噱头。最重要的是，这一预测已被添加到我们的跟踪器中，是的，总有一天我们会在有足够结果的时候进行回顾。

There was an article going around trying to argue that Tesla's factory in Mexico was in jeopardy thanks to the new incoming president. The article said the new president highlighted concerns that Tesla's factory in Mexico would exacerbate droughts in the region. But if you actually tracked down what she said it was just that Tesla's gig in Mexico should not affect residents drinking water supply. But it's a good opportunity to introduce everybody to the new incoming president Claudia Shinebaum. She happens to be a scientist who has co-authored award-winning research on climate change and she said both private and public financing have a role to play in moving toward cleaner energies. Adding Mexico must accelerate its energy transition and yes she will be the first woman to lead Mexico when she takes office but it sounds like her background lines up very well with Tesla's ambitions.

有一篇文章在传，试图论证由于新任总统的上任，特斯拉在墨西哥的工厂面临危险。文章称，这位新总统关注特斯拉工厂可能会加剧该地区的干旱问题。但如果你实际追踪她说的话，就会发现她只是提到特斯拉在墨西哥的业务不应该影响居民的饮用水供应。不过，这是个好机会向大家介绍新任总统克劳迪娅·希恩鲍姆。她恰好是一位科学家，曾共同撰写过获奖的气候变化研究论文。她表示，私人和公共融资在朝向清洁能源的过渡中都有作用。她还补充说，墨西哥必须加速能源转型。是的，她将成为墨西哥首位女性总统，但听起来她的背景非常契合特斯拉的雄心。

The center for strategic and international studies just put out a new report and their takeaway is that China has spent 230 billion dollars over the past decade to develop its EV industry. The scale of government support represents 18.8% of total electric car sales between 2009 and 2023. The ratio of that spending to EV sales has declined from more than 40% in the years before 2017 just above 11% in 2023. It's definitely helped with scale but as we know it hasn't really helped with profitability yet. They said BYD's net profit per car declined over the past 12 months to the equivalent of $739. Compare that with Tesla's net profit per car sitting at $2900. Going to the actual study here are some of those incentives the nationally approved by a rebates, the exemption from the 10% sales tax, government funding for infrastructure like charging, R&D programs for EV makers, and government procurement of EVs. But of that $230 billion number, the buyers, rebates, and sales tax exemption have accounted for the vast majority of the support for the industry.

战略与国际研究中心最新发布的一份报告显示，在过去十年里，中国已经投入了2300亿美元发展电动汽车行业。政府支持的规模占2009年至2023年电动汽车总销售额的18.8%。这一支出与电动汽车销售额的比例，从2017年前的40%以上下降到2023年的11%以上。这种支持确实有助于扩大规模，但正如我们所知，它对盈利能力的帮助并不明显。报告指出，比亚迪过去12个月每辆车的净利润下降到了739美元，相比之下，特斯拉每辆车的净利润为2900美元。 再来看这项研究中的一些具体激励措施，包括国家批准的购车补贴、免除10%的销售税、政府资助的充电基础设施建设、电动汽车制造商的研发项目，以及政府对电动汽车的采购。然而，在这2300亿美元中，购车补贴和销售税豁免占据了行业支持的绝大部分。

And that's part of why you may have heard that a Bank of America analyst warned the Detroit Big 3 that they need to get out of business in China as soon as possible. The analyst said the D3 automakers need to focus on their core products in more profitable regions. He said China is no longer core business for GM, Ford, or Stellantis. As we've said in the past GM's market share in China used to be up around 15% back in 2015. Now as of last year it's down to 8.6%. The analyst said Tesla has a roughly $17,000 cost advantage in EV components compared with the traditional Detroit 3.

这就是为什么你可能听说过美国银行的一位分析师警告底特律三大汽车公司（通用、福特和斯泰兰蒂斯），他们需要尽快退出中国市场。该分析师表示，这三家汽车制造商需要专注于更有利润的地区的核心产品。他认为，中国市场已经不再是通用、福特和斯泰兰蒂斯的核心业务。如我们之前所说，通用汽车在中国的市场份额在2015年曾高达约15%。而截至去年，这一比例已经降至8.6%。分析师还提到，特斯拉在电动汽车零部件方面相比传统的底特律三大公司具有大约17000美元的成本优势。

Electrify America in partnership with the utility Rocky Mountain Power have rolled out the first of 20 DC fast charging stations in Utah. So far, four of these stations are online and they'll be up to 350 kilowatts. As a reminder, Electrify America is supposed to start using the NACS connector by 2025. As our Gigapress expert, Luca has confirmed the world's first 16,000-ton gigapress has been commissioned, this one will be making parts for expaying. Here it is installed in the factory and ready to go. At one point there were rumors that Tesla ordered a 15,000-ton gigapress that was going to be for the next gen platform, but as far as we know Tesla has backed off those rumored plans.

美国电气化公司（Electrify America）与摇滚山电力公司（Rocky Mountain Power）合作，在犹他州推出了首批20个直流快速充电站。目前，其中四个充电站已经投入使用，充电功率高达350千瓦。需要提醒的是，美国电气化公司计划到2025年开始使用NACS连接器。此外，我们的Gigapress专家卢卡（Luca）确认，世界上首台16000吨的Gigapress已经投入使用，这台设备将用于生产汽车零部件。它已经安装在工厂中，准备投入运行。曾经有传闻称特斯拉订购了一台15000吨的Gigapress，用于下一代平台，但据我们所知，特斯拉已经放弃了这些传闻中的计划。

Tesla's stock closed the week at $183.01, up 0.79% while the Nasdaq was down 0.18%. It was a lower volume day trading about 10 million shares below the average volume the past 30 days.

特斯拉的股票在本周收于183.01美元，上涨了0.79%，而纳斯达克指数则下跌了0.18%。当天的交易量较低，大约比过去30天的平均交易量少了1000万股。

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