Tesla Finally Testing Faster Charging / Elon's Comp Plan Update / Tesla's Desirability ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up, we got the Tesla China Wholesale numbers for July. Coming in at 74117, which means year to date, January through July, the Wholesale number sits at 500700 down 8% over the same time period in 2023. Wholesale combines domestic and exports, and for that metric, this was the second best month of this year. In July of 2023, the number was 64300. Goldman Sachs is predicting the average battery pack costs for 2024 will come in at $115 per kilowatt hour, 23% lower than last year, and they're expecting prices to fall another 20% next year. We have to remember though, from raw material pricing to battery packs to the actual EV costs, there usually is a 6-12 month lag because many of these deals work on contracts. And we know many legacy OEMs trying to sell their first wave of EVs are doing so on the higher end of the spectrum to help out with margins. For June, in the US, the average transaction price for a new EV was $56,400, and the gas-powered average was $48,600.

欢迎来到 Electrified，我是你的主持人迪伦·卢米斯。首先，我们来看一下7月份特斯拉中国的批发数据。这个月的销量达到了74,117辆，这意味着从1月到7月的年累计批发量为500,700辆，比2023年同期下降了8%。批发数据包括国内和出口，这个月是今年第二好的一个月。相比之下，2023年7月的数字是64,300辆。高盛预计2024年的电池组平均成本将降至每千瓦时115美元，比去年下降23%，而且他们预测明年价格还会再降20%。不过我们要记住，从原材料价格到电池组再到实际电动车的成本，通常会有6到12个月的滞后期，因为很多交易都是通过合同来完成的。众所周知，许多传统汽车制造商在尝试销售他们的第一批电动车时，为了盈利，一般都会定在较高的价位。今年6月，在美国，一辆新电动车的平均交易价格为56,400美元，而燃油车的平均价格为48,600美元。

The analyst said there is a time lag that we need to account for here, and that's why 2024 is still a tough year from an EV demand perspective, but we do see catalysts opening up in 2025 from a demand perspective. Goldman is expecting the price parity for EVs and ICE vehicles to be achieved in the US between 2025 and 2026 as battery prices continue to come down. Keep in mind, this whole idea of price parity has some inherent flaws because who's deciding what parity actually is, but the point they're still relatively broad consensus that battery prices will continue to come down, and eventually, ED prices will follow. Here's the chart for spot lithium. You can see the peak was around November 2022 when the price was around 592,000 yuan per ton. The Chinese market, of course, heavily impacts pricing, and as you can see more recently, the price is all the way down to around 81,000 yuan per ton, which means over the last 20 months or so, lithium prices in the Chinese market are down about 83%. But the context that's often lost in this story, if you zoom out a bit more and go back to 2018, you can see the price levels we have now are much more in line with the historical average if you take out the distortion that happened in 2022 and 2023. The two main things that caused this distortion, one, you had all of the legacy OEMs putting in major battery orders, so the battery producers up to their supply, and then a lot of those legacy OEMs backed out of those contracts and reduced their orders, leaving those battery producers with extra supply.

分析师说，我们需要考虑时间滞后，这也是为什么从电动汽车需求的角度来看，2024年仍然是一个困难的年份，但我们确实看到2025年需求有望上升的催化剂。高盛预计，随着电池价格的持续下降，2025年至2026年间，美国电动汽车与内燃机汽车的价格平价将得以实现。请记住，价格平价这个概念本身存在一些缺陷，因为谁来决定什么是平价？但总体来看，普遍共识是电池价格将继续下降，最终电动汽车的价格也会跟着下降。 这是锂现货价格的图表。你可以看到价格峰值在2022年11月左右，当时的价格大约为每吨592,000元。当然，中国市场对定价有很大的影响，最近的价格已经下降到每吨大约81,000元，这意味着在过去大约20个月里，中国市场的锂价格下降了大约83%。但是，如果你把时间范围拉长一些，回到2018年，你会发现，目前的价格水平如果去掉2022年和2023年的扭曲，实际上更符合历史平均水平。这种扭曲主要由两个因素造成：一是所有传统原始设备制造商（OEM）都在大量订购电池，导致电池生产商增加供应；二是很多传统OEM又取消了这些合同并减少了订单，导致电池生产商出现了供应过剩。

One factor playing into Tesla's sales at the moment, Holmar said the main issue is money losing compliance EVs are being dumped on the market cheaper than Teslas. Elon also touched on this on the Q2 call and he now said other companies dumping EVs at massive negative gross margin is a problem, but not one that will last. It's not just legacy OEMs that are being forced to slash vehicle prices to actually move that metal, but we still have Hertz unloading tens of thousands of EVs onto the used market this year as well. Backing up, Elon's statement though was what the Ford executives have recently said is that for their next generation of EVs, these smaller vehicles, they are not going to sell them at a loss. At least that's their plan. They've basically been saying if they can't sell them for a profit, they're not going to sell them at all.

目前影响特斯拉销售的一个因素是，Holmar指出，主要问题在于那些亏损的合规电动汽车（EVs）正以比特斯拉更低的价格倾销到市场上。在第二季度的电话会议上，Elon也提到过这个问题，他表示其他公司以巨大的负毛利率倾销电动汽车是一个问题，但不会持续很久。不仅仅是传统的OEM厂商被迫大幅降价来促进销量，今年我们还看到赫兹（Hertz）也在二手市场上抛售数万辆电动汽车。不过，Elon的观点得到了福特高管最近的一些言论的支持，他们表示，对于下一代的小型电动汽车，他们不会以亏损的价格销售，至少这是他们的计划。他们基本上表示，如果不能盈利，他们就不会出售这些车辆。

Tesla Chan shared a picture of the Tesla megapack factory in Shanghai showing the latest progress. They said the basic foundation skeleton construction is almost done. A sad day for Lynette Lopez as this is no longer just a muddy field and as far as we know, production for this factory is set for Q1 2025. Over the weekend, Elon did a walkthrough of the Tesla super compute cluster at Gigatexis which has a name and its Cortex. This will be around 100,000 H100 and H200s with massive storage for video training of FSD and Optimus. My guess here, based on everything we've heard so far is that this setup will continue for another few weeks and there's a chance that this system can actually begin training sometime in quarter four.

特斯拉陈分享了一张特斯拉上海Megapack工厂的照片，显示了最新进展。据说基础骨架建设已经接近完成。对Lynette Lopez来说，这是个悲伤的日子，因为这里已经不再是一片泥泞的土地了。据我们所知，这个工厂的生产计划定在2025年第一季度。周末，Elon参观了Gigatexis的特斯拉超级计算集群，这个集群命名为Cortex。它将包含大约100,000个H100和H200芯片，并拥有用于FSD和Optimus视频训练的大量存储空间。根据我们目前听到的一切，我猜测这个系统的设置还将继续几周，有可能在第四季度某个时候开始训练。

If you'd like to argue that technically it can start doing some level of training by the end of quarter three, be my guest but I think it'll be quarter four before this entire system is up and running and actually humming. As we've been saying for months, Tesla is in the midst of a major compute build out so likely by 2025 when it's up and running. Theoretically, the stage should be set to see some excellent improvements when it comes to the rate of training improvements and thus FSD releases and Optimus updates.

如果你想说从第三季度末起它可以开始进行某种程度的训练，那你就随意吧，但我认为整个系统会在第四季度才能全面启动并真正运转起来。正如我们几个月以来一直在说的，特斯拉正处于一个重大的计算建设过程中，因此很可能要到2025年才能完全投入运行。理论上，到那时，我们应该能在训练改进速度方面看到一些显著的提升，从而推动完全自动驾驶（FSD）和Optimus的更新。

Tesla Tino shared that he was charging his Cybertruck in California at a V4 site which remember is V4 dispenser but they're all still V3 cabinets. At least momentarily he was getting up to 323 kilowatt speeds. Wes, a Cybertruck engineer confirmed Tesla is running a trial on a few different V3 plus stations which means the V3 cabinets and the V4 dispensers saying this is not a bug but it's also not rolled out to all hardware capable stations. Rafael said it stayed above 300 kilowatts for about one minute.

Tesla Tino 分享了他在加利福尼亚的一个 V4 站点为他的 Cybertruck 充电经历。需要注意的是，该站点的充电装置是 V4 的，但所有的电柜仍然是 V3 的。至少在一段时间内，他达到了最高 323 千瓦的充电速度。Cybertruck 的工程师 Wes 确认，特斯拉正在对一些不同的 V3 加强版站点进行试验，这意味着 V3 的电柜和 V4 的充电装置结合使用。他表示，这不是一个故障，但也还没有在所有兼容的硬件站点全面推广。Rafael 说，充电速度维持在 300 千瓦以上大约有一分钟。

Given that this site is still using V3 cabinets and around 400 volts that means Tesla is testing some higher amperage for the supercharging rates. A hypothetical would be 800 amps times 400 volts is 320,000 watts divided by 1000 would be 320 kilowatts. As a refresher whenever we get V4 cabinets the word is that they'll have maximum power output of 600 kilowatts and a maximum current of 615 amps at 1000 volts. But with this testing that Tesla is doing it appears as though these version 3 or 3.5 cabinets actually have the ability to do a lot more amperage than we've been expecting in the past.

考虑到这个充电站仍然在使用 V3 充电柜，并且电压约为 400 伏，这意味着特斯拉正在测试一些更高的电流来提升超级充电的速度。假设电流为 800 安培，电压为 400 伏，那么功率就是 320,000 瓦，除以 1000 就是 320 千瓦。提醒一下，V4 充电柜据说最高可以输出 600 千瓦的功率，最大电流为 615 安培，电压为 1000 伏。但是，通过特斯拉目前的测试，似乎这些 V3 或 V3.5 充电柜实际上有能力实现比我们过去预期更高的电流。

Don't forget with this conversation you have to keep the battery packs in mind and what type of charging speeds they can actually handle and for how long. The takeaway at least for now is that faster charging speeds for the cyber truck may be coming in the weeks ahead to the V4 locations. As far as we know this does not involve a new V4 cabinet for this site it's just Tesla pushing its current V3 cabinets to higher capacities than we originally thought. At least for now it's too soon to say how this may impact all other Tesla vehicles. And remember for now this is still a trial only at a few locations.

别忘了在这个对话中，你需要考虑电池组以及它们实际能处理的充电速度和持续时间。目前的要点是，Cybertruck 可能即将在 V4 站点实现更快的充电速度。据我们所知，这并不涉及为这个站点增加新的 V4 充电柜，而是特斯拉将现有的 V3 充电柜推向比我们原先认为的更高的容量。至少现在来说，我们还不能确定这会对所有其他特斯拉车辆产生怎样的影响。记住，目前这只是几个站点的试验。

On the charging front the Oak Ridge National Lab has just charged a Porsche Taycon at 270 kilowatts wirelessly. They said the receiver fits into the space that Porsche carved out for a potential 11 kilowatt wireless charger on future versions of the Taycon. The low ground clearance Taycon had a 12 centimeter air gap between the receiver and transmitter but they said in a joint project with the UPS the system does work across gaps up to 28 centimeters enough for delivery trucks or semis. Personally I think commercial applications are still a few years away and I think this market will begin for at home charging and lower speeds between 11 and 30 kilowatts. But wireless charging progress is being made with speeds that are more comparable to what we're used to with DC fast charging.

在充电方面，橡树岭国家实验室刚刚以270千瓦的功率对保时捷Taycan进行了无线充电。他们表示，接收器可以安装在保时捷为未来版本的Taycan预留的11千瓦无线充电器空间内。低地隙的Taycan在接收器和发射器之间有一个12厘米的空气间隙，但他们表示在与UPS合作的一个项目中，该系统可以在高达28厘米的间隙中正常工作，足以应对送货卡车或大货车。就我个人而言，我认为商业应用还需要几年的时间，我认为市场将从家庭充电和11至30千瓦的较低速度开始。然而，无线充电在速度方面的进展已经取得，与我们习惯的直流快速充电相媲美。

There's always a big debate when it comes to Tesla and brand damage that's been done by Elon and his political antics and Morgan Stanley just put out their annual survey of their 575 interns on auto brand desirability. Tesla's desirability this year dropped to 11% from 14% last year behind Mercedes and BMW. Preference for EVs dropped to 15% with interns preferring ICE vehicles versus EVs nearly 2 to 1. And note the trend Tesla's desirability was down year over year currently it's at 11% but in 2022 it was 19% and in 2021 it was 30%. Yes it's a small sample size but it's also a notable trend. Farzad had a video with Hans and Larry and Larry was providing the argument that Elon if he wants to make a difference in politics should do it more behind the scenes and not so in the public.

关于特斯拉以及Elon Musk和他的政治举动对品牌造成的损害，总是存在着激烈的争论。摩根士丹利刚刚发布了他们年度调查，调查对象是575名实习生，内容关于汽车品牌的吸引力。今年，特斯拉的吸引力从去年的14%降到了11%，排在奔驰和宝马之后。实习生们对电动汽车的偏好下降至15%，他们更喜欢内燃机汽车，比例接近2比1。需要注意的是，特斯拉的吸引力是逐年下降的：今年是11%，2022年是19%，而2021年则是30%。虽然样本量较小，但这个趋势也不容忽视。Farzad有一段和Hans及Larry的对话，Larry认为，如果Elon想在政治上有所影响，应该更多地在幕后进行，而不是在公众面前。

My guess is that Larry nor galley will be able to change Elon's behaviors. Elon said that guy Larry doesn't get it. I would prefer to have zero involvement in politics however there's no company success unless civilization itself continues to progress. This insane shift by the left away from a meritocracy in personal liberties like censorship of free speech under the guise of hate speech will be the end of civilization as we know it. We all have our own opinions on this but just so you know this is where Elon is coming from.

我的猜测是，无论是Larry还是伙房都无法改变Elon的行为。Elon说，那个叫Larry的人不懂。我个人更希望完全不参与政治，但如果文明本身不继续发展，公司也不会成功。左翼那种疯狂偏离个人自由和能力至上的做法，比如以仇恨言论为借口来审查言论自由，这将会终结我们所知的文明。我们每个人对此都有自己的看法，不过我想让你知道这是Elon的立场。

Mercedes received approval from Beijing to conduct level 4 autonomous driving tests on its roads and expressways the first international carmaker to get such a permit. Becoming the first international carmaker to obtain such a permit in Beijing. Mercedes said the test will cover maneuvers like parking, U-turns, roundabouts, toll booths as well as changing lanes when the vehicle in front slows down. The latest update on Tesla's approval for FSD making it into customers hands in China is it's likely to be approved by Chinese regulators and enter the Chinese market this year. On the Q2 call Elon said Tesla will soon ask for the regulatory approval for FSD in China supervised. So don't get that approval which we don't have yet confused with the approval we do have from the Ministry of Industry and IT. That group did say that Tesla's employees can begin internal tests of FSD on public roads before opening the system to users in China.

梅赛德斯获得了北京的批准，可以在其道路和高速公路上进行四级自动驾驶测试，成为首家获得此类许可的国际汽车制造商。梅赛德斯表示，测试将涉及停车、掉头、环岛、收费站操作以及在前方车辆减速时变道等操控。最新的消息显示，特斯拉的完全自动驾驶（FSD）功能很可能会获得中国监管部门的批准，并在今年进入中国市场。在第二季度的电话会议上，埃隆·马斯克表示，特斯拉将很快向中国监管部门申请监督下的FSD审批。所以，请不要把我们目前尚未获得的审批和我们已经从工业和信息化部获得的审批混淆起来。该部门表示，特斯拉的员工可以在公开道路上内部测试FSD功能，然后再向中国用户开放该系统。

Tesla has now registered for an insurance brokerage in China investing about 6.9 million dollars to get this business set up. It seems like a great time for this move because many of the data collection security concerns that China has had about Tesla historically have been alleviated over the past few months. We saw Tesla's cars are now eligible for government purchases in China. The restrictions were removed after Tesla won an endorsement from the country's top auto industry association that set in April the data collection by Tesla fleets in China was compliant. We also heard Tesla has been developing plans for a data center in China to train the algorithm for FSD. But as of now it's still not clear if Tesla is going to get approval for data transfer out of China back to America or if they're going to be relegated just to a local data center in China. If Tesla is forced into the latter then there will be questions about Tesla's ability to get the chips it needs from companies like Nvidia because of those sanctions that limit the type of chips that Nvidia can send to China.

特斯拉目前在中国注册了一家保险经纪公司，投资约690万美元来开展这项业务。当前是进行此举的好时机，因为过去几个月，中国对特斯拉的数据收集安全担忧已经有所缓解。我们看到，特斯拉的汽车现在可以被纳入中国政府采购清单。这些限制在特斯拉获得中国顶级汽车行业协会的认可后被取消，该协会在四月份表示，特斯拉在中国的数据收集符合规定。我们也听说，特斯拉正在制定在中国建立数据中心的计划，以训练FSD（全自动驾驶）算法。但目前尚不清楚特斯拉是否能够获得将数据从中国传回美国的批准，或者是否只能在中国本地的数据中心处理这些数据。如果特斯拉不得不选择后者，那么由于限制Nvidia向中国发送某类芯片的制裁问题，人们可能会对特斯拉能否从Nvidia等公司获得所需芯片产生疑问。

For now with this Tesla insurance company in China we don't know if it's going to be Tesla's insurance or if this will be more of a partnership model like Tesla would be forced to do with that data center in China it would be in partnership with another company. To confirm I'm not making this up right here it says setting up a data center in China for FSD would require Tesla to work with a Chinese partner. Whistle and Diesel did a torture test of the Cybertruck and yes the F-150 was in the video too but if you ask me they really did not go through the same testing. I've gotten copyright claims from that channel before so I'm not going to risk it but the video will be below if you're interested and luckily AI driver took some great screenshots from the video. As you can see the height of this Cybertruck jump is not the same as the Ford and for the bottom pictures the Cybertruck did actually make it all the way across these pipes and they sent it fully off the end whereas the Ford got stuck before even getting its rear wheels onto the pipes. There were other problems with the video like damage that happened to the Cybertruck bumper here that was never really pointed out then later in the video they tried to pull the F-150 and the bumper actually snapped off and they thought it was just a fault of the Cybertruck but it was clearly already compromised. But overall it's great exposure for the Cybertruck this video in just two days has done over 10 million views and his videos usually do between five and eight million views.

目前关于特斯拉在中国的保险公司，我们还不清楚它是否会成为特斯拉自己的保险业务，还是会像他们在中国建立数据中心时那样，被迫选择与另一家公司合作。为了确认我没有捏造，这里明确提到，在中国为FSD（全自动驾驶）建立数据中心会要求特斯拉与中国的合作伙伴合作。 Whistle和Diesel对Cybertruck进行了一次 "虐待测试"，视频里也出现了F-150。但如果你问我，他们实际上并没有进行相同的测试。之前我从这个频道收到过版权声明，所以我不打算冒风险，但你如果感兴趣可以在下面看到视频链接。幸运的是，AI驾驶员从视频中截取了一些很棒的截图。 正如你所看到的，这辆Cybertruck跳跃的高度和Ford（F-150）的不一样，而且在下面的图片中，Cybertruck确实成功越过了这些管子并全速冲出管子的尽头，而Ford（F-150）甚至在后轮上管前就卡住了。 视频中还有其他问题，例如Cybertruck的保险杠受到损坏却没被特别指出，后来他们尝试拖动F-150时，保险杠实际上断裂了，他们认为这是Cybertruck的问题，但很明显，它之前就已经受损。不过，总体来说，这对Cybertruck来说是一次很好的曝光机会，这个视频在两天内已经获得了超过1000万的观看，而他的其他视频通常在500万到800万之间。

Speaking of Cybertruck exposure Tucker Carlson just put out a nearly one hour video testing the Cybertruck in Maine. I don't think there's anything too ground breaking in here but it'll be below if you're interested. There were some rumors getting picked up that the Model Y project Juniper the refresh would have a battery capacity of 95 kilowatt hours. I just wanted to say for now I would classify this one as false it does not sound like a size Tesla would be looking at for the next gen Model Y. I'm not saying it's totally out of the question I'm just saying I'm going to need a lot more than this. Sawyer got an email saying join us at the Tesla P body for an invite only opportunity to be one of the first to take Cybertruck on a demo drive. Tesla may have production ramped to a level where they feel comfortable doing a little bit of marketing.

说到赛博卡车的曝光，塔克·卡尔森刚刚发布了一段近一小时的视频，在缅因州测试赛博卡车。我认为里面没有什么太突破性的内容，不过如果你感兴趣，可以看下面的链接。有一些传闻说Model Y项目“Juniper”换代版本的电池容量会有95千瓦时。我只是想说，目前我会将这一传闻归类为假的，因为这听起来不像是特斯拉为下一代Model Y考虑的电池容量。我不是说完全不可能，只是需要更多证据来支持这一说法。索耶收到一封邮件，邀请他前往 Tesla P body 参加一个仅限受邀者的活动，这是作为最早试驾赛博卡车的人之一的机会。特斯拉可能已经将产量提升到一个可以放心做一些市场推广的水平。

On Friday Judge McCormick asked Tesla's lawyers why they asked shareholders to vote on Elon's pay package. She said there was no legal precedent for Tesla's decision saying this has never been done before asking Tesla's lawyers there's no Delaware law on this correct Tesla's lawyer acknowledged there was no exact precedent for having shareholders overturn a judge's decision in similar cases. In court Judge McCormick seemed less concerned by what shareholders knew than by the prospect of investor votes that overturned trial judgments. The real question is whether stockholders can ratify in a judicated breach of the duty of loyalty. She asked lawyers for Tesla and its directors if shareholder votes aimed at overturning a ruling could occur at any time in the legal process when does it end in your world. Basically arguing if a future ruling goes against Tesla will Tesla then be able to just hold a shareholder vote to overturn it. Which on the surface seems fair I guess but in this case the entire case originally rested on the fact that this vote was not fully informed at least that was the argument. But there were some concerns that if this goes in Tesla's favor then that would give Tesla the ability to exploit the legal system in the future. For now it's not clear if Judge McCormick will change her ruling and when she'll respond to the arguments made on Friday. She did however say her ruling would not bar Tesla's board from awarding Elon a new pay deal after the move to Texas. But as we heard Tesla executive say if they have to go that route it's going to be more expensive for Tesla. Lucid reported its Q2 financials and their loss from operations came in at $787.4 million which was down from quarter to last year which was $837.7 million. More importantly though Lucid's revenue was actually up year over year to $200.6 million from $150.9 million. But on that higher revenue Lucid was able to drop its cost of revenue or cost of goods sold from $555.8 million to $470.4 million. Plenty of work still to do but some progress is being made. However Lucid's net loss was about $26 million higher than it was in quarter to of last year. Doing the math Lucid lost about $330,800 per vehicle roughly $20,000 better than quarter one. On the call Peter Rawlinson said we're planning an OTA software update that'll significantly enhance our 8-ass including the introduction of hands free highway assist, lane change assist, curb rash assist and more. We're making a big push on many aspects of our user interface software. Lucid also announced a new $1.5 billion investment from the Saudi public investment fund. Tesla energy put out a video saying Powerwall 3 can be built every 25 seconds or roughly 700,000 per year to which Elon said this is a really great product. Took three major iterations as usual to get something great. You may have gotten an email from Tesla saying starting October of this year sales tax for EVs in New Jersey is going up from 0% to 3.31%. Elon has decided to revive his lawsuit against chat, GPT and OpenAI. He's saying their firm put profits in commercial interests ahead of the public good. The lawsuit seeks a judicial determination that OpenAI's license to Microsoft to use its AI models is null and void. Elon also contends the language models are outside the scope of OpenAI's partnership with Microsoft. And even more exposure for the Cybertruck, a very popular streamer, Aiden Ross did an interview with Donald Trump in Mar-a-Lago and out front, he pulled up in a Cybertruck with a pretty interesting rap. During part of the stream, they did go outside and actually ended up getting in the Cybertruck listening to some music and Trump had some positive words about Elon. Nothing new just that he's a good guy and very creative. Tesla's stock closed the day at $198.88 down 4.23% while the Nasdaq was down 3.43%. Surprisingly, it was a lower volume day for Tesla trading about 20 million shares below the average volume the past 30 days. If you'd like an update on what happened last week, just check the pinned comment. I 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.

周五，麦考密克法官询问特斯拉的律师为何请求股东对埃隆的薪酬方案进行投票。她表示，特斯拉的这一决定没有法律先例，过去从未有过这样的操作，并向特斯拉的律师确认是否特拉华州法律对此没有具体规定。特斯拉的律师承认，在类似案例中确实没有股东推翻法官决策的确切先例。在法庭上，麦考密克法官似乎更担心投资者通过投票推翻审判结果的可能性，而不是股东知道了什么。关键问题是股东能否批准在违反忠诚义务的审判结果。她问特斯拉及其董事律师，如果股东投票推翻裁决，法律程序的哪个阶段都可以进行这样的投票吗？在你们的世界里这什么时候结束。 基本上在质疑，如果未来裁决对特斯拉不利，特斯拉是否能通过股东投票来推翻它。这表面上看似公平，但在这个案件中，整个案件最初的论点是这次投票并不充分知情。但有人担心，如果这次裁决对特斯拉有利，那么未来特斯拉就能利用法律系统。目前尚不清楚麦考密克法官是否会改变她的判决以及她何时会回应周五的辩论。不过，她表示她的裁决不会阻止特斯拉董事会在迁往德州后授予埃隆新的薪酬方案。但正如我们听到特斯拉执行官所说，如果必须走那条路，对特斯拉来说将会更昂贵。 Lucid公布了第二季度的财务状况，他们的运营亏损为7.874亿美元，低于去年同期的8.377亿美元。更重要的是，Lucid的收入同比增长，从1.509亿美元增至2.006亿美元。然而，在收入增加的情况下，Lucid的收入成本或销售成本从5.558亿美元降至4.704亿美元。虽然还有很多工作要做，但已经取得了一些进展。不过，Lucid的净亏损比去年同期多了约2600万美元。算下来，Lucid每辆车损失约33.08万美元，比第一季度大约少2万美元。电话会议上，彼得·罗林森表示，我们计划推出一次OTA软件更新，将显著增强我们的8-Ass，包括引入无手高速公路辅助、车道变更辅助和刮擦防护等。我们在用户界面软件的许多方面都在大力推进。Lucid还宣布获得来自沙特公共投资基金的15亿美元新投资。 特斯拉能源发布了一段视频称，Powerwall 3每25秒可以生产一个，或每年约70万个。埃隆称这是一个非常棒的产品，一如既往，经历了三次重大迭代才做得这么好。你可能收到特斯拉的邮件称，从今年十月起，新泽西州的电动汽车销售税将从0%上调至3.31%。埃隆决定重启对chat、GPT和OpenAI的诉讼。他称这些公司将商业利益置于公众利益之上。诉讼请求司法裁定OpenAI将其AI模型许可给微软的行为无效。埃隆还认为，语言模型超出了OpenAI与微软合作的范围。另外，网络红人艾登·罗斯与唐纳德·特朗普在海湖庄园进行了采访，他开着一辆具有独特包裹的Cybertruck现身。在直播的某些时候，他们还一同上了Cybertruck听音乐，特朗普对埃隆表示了赞赏，称他是个好人，非常有创意。 没有新消息只提到他是个好人，非常有创意。特斯拉股票收盘价为198.88美元，下跌4.23%，而纳斯达克指数则下跌了3.43%。令人惊讶的是，特斯拉当天的交易量低于平均水平，比过去30天的平均量少了大约2000万股。如果你想了解上周发生的事情，请查看置顶评论。希望大家有个美好的一天，如果喜欢这个视频请点赞，你可以在下方找到我的X链接，感谢所有的Patreon支持者。