Gates vs. Elon: He's Lost It / Tesla Asks for Help / This Makes Me Sick ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my newest patron, Chevy T. Thank you for choosing to support the channel. From Friday, I also wanted to follow up on my comments about this car wow review. Now for some reason, I thought that there was a separate YouTube channel for car wow UK. But as it turns out, the launch edition Model Y in the UK is not as good of a deal as it is in the US. No FSD, the colors are limited. You can only get the black interior and the list goes on. So given Matt's comments about the pricing, it does make a lot more sense and it's more accurate given that he was really only referring to the UK market so apologies for that.

欢迎来到Electrified，我是主持人Dylan Loomis。首先，特别感谢我的最新赞助人Chevy T，感谢你选择支持这个频道。关于上周五我对Car Wow测评的一些评论，我想做个跟进。我之前误以为Car Wow UK在YouTube上有一个单独的频道，但事实证明，英国的首发版Model Y不像美国的划算。没有自动驾驶功能，颜色选择也有限，只能选择黑色内饰等。所以，考虑到Matt关于定价的评论，这确实更符合实际，因为他实际上只针对英国市场做了评论，对于此我向大家道歉。

Here we have what I believe to be a very important FSD 13 clip. Reminder 1 always remain vigilant no matter how good the software gets for as long as it still supervised. Second, if you've been following along with the channel, you may remember there was a user submission a few months back where they were driving straight down a highway of sorts and there was a big truck turning left and the back half of the truck was jutting out into the lane. And in a very similar situation, the driver had to disengage. And we should all remember that what shows up on the visualization really is not necessarily what the car is making decisions based on. Reasing the video here right before he disengaged, you can see it does show a semi backing up. But up to this point, which is maybe 3 or so car lengths, the car showed no intentions of slowing down. And yes, would it have been nice to see another second in this video clip to see if FSD would have eventually stopped? Yes, but always safety first and even if that was the scenario, what if there was a car behind Devon. Being any good driver would actually start slowing down way back here at the beginning of the video because you can see the truck bed and a line of cars that stopped. But FSD continues all the way until this point when Devon actually disengages. I know plenty of people like to argue that unsupervised FSD is already solved, but with clips like that and many others that I've seen, I would not go that far.

这是一个我认为非常重要的FSD 13视频片段。提醒大家：第一，无论软件多么优秀，只要它仍需人工监督，就要始终保持警惕。第二，如果您一直关注这个频道，可能记得几个月前有用户提交过一个视频，他们在类似高速公路的路上直行，当时有一辆大卡车左转，车尾部分伸出到车道里。在一个非常相似的情境中，司机不得不接管驾驶。我们都应该记住，显示在可视化界面上的内容不一定是车辆做决策的依据。回看这个视频，在他接管驾驶前，你可以看到画面显示一辆半挂车正在倒车。但在这之前大约三辆车的距离内，车辆并没有表现出要减速的意图。是的，会不会希望视频多一秒钟来看看FSD最终会不会停下？当然会，但安全永远是第一位的，即使在那个情景下，德文后面有辆车怎么办呢？任何一个好司机实际上会在视频开始的地方就开始减速，因为你可以看到卡车车斗和停下的车队。但FSD一直继续运行，直到这点德文才实际接管。我知道很多人喜欢争论说无人监督的FSD已经被解决了，但看到这样的片段以及我见过的许多其他例子，我不敢苟同。

One more exciting FSD note, Chris Zhang said he received a 55 second FSD video and despite the blurring out of certain details, one remained and confirmed the video was filmed in China. So if this is true, it would be proof that Tesla is conducting public road testing and validation of FSD in China, which should not really be a surprise as there's no official green light for FSD approval, but the Chinese government has said that they'll partially support Tesla's trial of FSD in some cities. And Tesla has said its goal is to launch FSD in China in quarter one this year pending regulations. And of course, before they launch, they need to do extensive testing on those roads. The one major question we're still waiting for, will Tesla need a separate dedicated supercomputer built in China so that they keep all of the data in China. The last update we got about this was that Tesla was developing plans for a data center in China to train the algorithm needed for more autonomous vehicles. And to be very clear, this would be a new separate data center because Tesla already opened a data center in China back in 2021 for regular information collected from customers that buy Tesla vehicles. Plus, the CNEV Post recently reported that Tesla's timetable for launching FSD in China is likely to be delayed again. So Tesla's aiming for Q1, but sources have said it may not be that soon. The rollout progress is not expected to mirror the speed as the company itself planned. And as far as I can tell, we still haven't heard anything from the Chinese government about how they plan to handle Tesla's FSD data in China. So is FSD incredible 99% of the time? Absolutely, but as we've been saying, we're still on the March of the 9th. And sure, there's plenty of reason for optimism with FSD specifically in the US for this year, but when it comes to the global rollout, I think we all should temper our expectations a bit. No worries, we're not going to dive too far into the politics of this one, but I think knowing where the new anti-elon sentiment is coming from can be of some value.

再来一个令人激动的FSD消息，Chris Zhang表示他收到了一段55秒的FSD视频。尽管某些细节被模糊处理，但还有一个细节显示这段视频是在中国拍摄的。如果属实，这将证明特斯拉正在中国进行FSD的公共道路测试和验证。这并不令人惊讶，虽然还没有官方批准FSD，但中国政府表示将在一些城市部分支持特斯拉进行FSD试验。特斯拉也表示，他们的目标是在今年第一季度在中国推出FSD，具体还要看相关法规。在正式推出之前，他们需要在各种道路上进行广泛的测试。我们仍在等待的一个关键问题是，特斯拉是否需要在中国建一个独立的超级计算机系统，以便将所有数据保存在中国。我们上次得到的消息是，特斯拉计划在中国建立一个新的数据中心，以训练更多自动驾驶汽车所需的算法。需要明确的是，这将是一个新的独立数据中心，因为特斯拉早在2021年就已经在中国建立了一个数据中心，用于收集购买特斯拉车辆用户的常规信息。此外，中新能源汽车网最近报道特斯拉在中国推出FSD的时间表可能再次推迟。尽管特斯拉目标是第一季度，但有消息称可能不会那么快。推广进展预计不会如公司计划的那样迅速。据我所知，我们仍未听到中国政府关于如何处理特斯拉在中国的FSD数据的计划。FSD 99%的时间里是否表现惊人？是的，但正如我们所说，我们仍在迈向完美的路上。当然，今年在美国的FSD让人充满期待，但涉及到全球推广时，我们都应该降低一些期望。别担心，我们不会过多探讨政治问题，不过明白新的反马斯克情绪从何而来可能有些帮助。

First note, in a speech over the weekend given to about 4,500 people ahead of German elections set to take place February 23rd, Elon did say that the AFD party is really the best hope for Germany. Already in response to that and some other comments, a Polish minister is now calling for a Tesla boycott. He said there's no justification for any reasonable poll to continue buying Teslas. A serious and strong response is necessary, including a consumer boycott. For what it's worth, Tesla's sales in Poland in 2024 were under 7,500 for the year. Last bit on this topic, Bill Gates has now come out and been public about Elon's support for the AFD party and he literally said it's insane stuff. Gates said that Elon was guilty of overreach. It's really insane that he can destabilize the political situations in countries. I think in the US, foreigners aren't allowed to give money. Other countries should maybe adopt safeguards to make sure super rich foreigners aren't distorting their elections.

在周末的一次演讲中，埃隆·马斯克对大约4500人讲述了他对即将在2月23日进行的德国大选的看法。他表示，德国另类选择党（AFD）是真正能够带来希望的政党。对此，波兰的一位部长立即作出反应，呼吁抵制特斯拉。他表示，没有任何理由让理智的波兰人继续购买特斯拉，必须作出严肃而强烈的回应，包括消费者的抵制。值得注意的是，特斯拉在波兰2024年的销量不到7500辆。关于这个话题的最后一点，比尔·盖茨也发表了意见，公开批评埃隆对AFD党的支持，他直言不讳地称这“太疯狂了”。盖茨表示埃隆在这件事上显然做得过火了，令人担忧的是他可能会破坏国家的政治局势。他指出，在美国，外国人不允许资助政治活动，其他国家也许也应该采取措施，防止超级富有的外国人影响他们的选举。

But listen to this, it's difficult to understand why someone who has a car factory in China and in Germany, whose rocket business is ultra dependent on relationships with sovereign nations and who is busy cutting $2 trillion in US government expenses and running 5 companies is obsessing about this grooming story in the UK. I'm like, what? Listen, the reason I'm sharing this is because I have strong feelings about this. The reason Elon's getting involved in German politics is because he has a huge hand in the German economy. Yes, Tesla only has one factory there, but we talk about the Tesla ripple effect all of the time and the German car industry is struggling largely thanks to the transition to EVs. There are obviously other factors too, but German politics definitely have an influence on Elon's business, so why wouldn't he be allowed to get involved in their politics?

但是听我说，很难理解为什么一个在中国和德国有汽车工厂的人、一个火箭业务极度依赖与主权国家关系的人，同时忙于削减美国政府2万亿美元花费并管理5家公司的大佬，会执着于英国的这个有关诱导行为的故事。我简直是，什么？听着，我分享这个是因为我对此有很强烈的感受。Elon参与德国政治的原因是因为他对德国经济有巨大的影响力。是的，特斯拉在那只有一家工厂，但我们总是在谈论特斯拉的影响波及效应，而德国汽车工业由于向电动车的转型正面临困境。显然还有其他因素，但德国政治确实对Elon的生意有影响，那么他为什么不能参与他们的政治呢？

And with this last statement, I had to like triple check that it was real because I mean God forbid that Elon would try to expose the horrific things that have been taking place in the UK when it comes to this grooming story. So Bill, why is Elon getting involved with that UK grooming story? Well, because apparently for decades, no one else has been willing to step up and say what needs to be said and do what needs to be done. And look, apologies, I know we're slightly off topic here, but there are some things that are more important than Tesla stock. And I'm highlighting this because it won't be the last time we hear about Gates talking about Elon. And for what it's worth in my book Bill Gates is not somebody that can be trusted. And the fact that he basically just got mad at Elon for uncovering what's going on in the UK is actually the insane stuff.

根据这段文字，我不得不仔细核实这件事情的真实性，因为天知道埃隆是否会揭露英国发生的可怕事情，尤其是那些关于儿童性剥削的故事。那么，为什么埃隆会参与到这桩英国的丑闻中呢？因为显然，几十年来没有其他人愿意站出来说出真相并采取必要的行动。抱歉，我知道我们稍微偏题了，但有一些事情比特斯拉的股票更重要。我之所以强调这一点，是因为这不会是最后一次我们听到比尔·盖茨谈论埃隆。在我看来，比尔·盖茨并不是一个值得信任的人。他对埃隆揭露英国丑闻的行为感到愤怒，这本身就是一种疯狂的表现。

So motion put out a new report saying that in 2024, 205 gigawatt hours of battery storage were installed around the world. That number was up 53% year over year. And part of the reason I like to say projects over one gigawatt hour are considered a big is this stat right here. In 2024, 17 gigascale projects were deployed compared to only four in 2023. These are set to become more common with 140 projects over one gigawatt hour planned for this year and next year, of which 30 projects are over two gigawatt hours. So it's not just the US market or a few European markets or the Chinese market, but the entire world is growing at a pretty rapid clip for battery storage. And when it comes to Tesla's earnings tomorrow, this is probably the thing I'm personally most looking forward to Tesla's energy deployment and the profits.

动量公司发布了一份新报告称，到2024年，全球已经安装了205吉瓦时的电池储能，这一数字比去年增长了53%。我之所以强调容量超过1吉瓦时的项目被认为是大型项目，就是因为以下这个数据。在2024年，全球部署了17个千兆级项目，而2023年仅为4个。这类项目预计将变得更加普遍，今年和明年计划的超过1吉瓦时的项目有140个，其中30个项目超过2吉瓦时。这不仅仅是美国市场、一些欧洲市场或中国市场，全球的电池储能市场都在快速增长。至于特斯拉明天的财报，我个人最期待的是特斯拉的能源部署和盈利状况。

Quarter to quarter, the deployment number is definitely going to fluctuate up and down given the connection to the grid and how long that can take. But in quarter to Tesla deployed at 9.4 gigawatt hours and in quarter three that went down to 6.9 gigawatt hours. So it's possible we see another spike up in quarter four and just don't forget in quarter three, Tesla did have a good report for auto gross margins X credits at 17.1%. However, on the call, they did warn that sustaining that for quarter four would likely be quite difficult. Tesla's energy gross margin was 30.5% in quarter three. So we'll see if they can sustain over 30% for two quarters in a row. Lastly, in a bull case scenario, if everything comes together and goes well, there's a chance that Q4 was the first time Tesla energy generated over $1 billion in profit in a quarter. To be clear, that's not a prediction, that's not analysis, that's not anything actionable, I'm just saying it's on the table.

从季度来看，由于与电网连接及其所需时间的原因，部署数量肯定会有波动。有时会上升，有时会下降。特斯拉在第二季度部署了9.4吉瓦时，而到了第三季度，这个数字下降到了6.9吉瓦时。所以，第四季度有可能会再次出现增长。此外，第三季度特斯拉的汽车毛利率（不包括补贴）达到了17.1%，表现不错。不过，他们在电话会议上也提醒说，维持第四季度的同样水平将会比较困难。第三季度，特斯拉的能源毛利率为30.5%，我们将观察他们是否能连续两个季度维持在30%以上。最后，在乐观的情况下，如果一切顺利，第四季度可能会成为特斯拉能源首次在单季度利润超过10亿美元的时候。需要明确的是，这不是一个预测、分析或可操作的信息，只是可能发生的情况。

So this randomly happened today. I love my wife for many reasons, but laughing with her is always one of my favorites, even if we're trying to be serious.

今天这事儿随机发生了。我爱我的妻子有很多原因，但和她一起大笑始终是我最喜欢的事情之一，即使我们在尝试严肃的时候也是如此。

In my days don't always look the same, but it's usually something like roll out of bed, 15 minute walk, cold shower, three sets of core to failure, breakfast, make my AG1 and start my news research for the day, workout, lunch, another 15 minute walk, record, edit, upload, and the rest is for another day.

在我的日子里，每天的安排往往不同，但通常是这样的：起床后，散步15分钟，冲个冷水澡，做三组核心力量训练到力竭，然后吃早餐，准备我的AG1，然后开始当天的新闻研究。接着是锻炼、午餐，再来一个15分钟的散步，录制、编辑、上传视频，剩下的事情留到改天去做。

Now AG1 is the sponsor of this video and you guys know my message with this is to prioritize your health and wellness. Get some labs done, figure out what your body needs and wants and make it a lifelong game. I've been knocked off track with various things the past 3 plus years, but I feel a bit more like myself with each passing month and AG1 has been a consistent part of my journey back to a vibrant existence.

现在 AG1 是这个视频的赞助商，你们都知道我想表达的信息是要重视自己的健康和保健。去做一些检查，了解你的身体需要什么，并且让健康成为一生的习惯。过去三年多里，我曾因为各种事情偏离健康轨道，但随着每个月的过去，我感觉自己越来越回到以前的状态。AG1 一直是我重获活力过程中不可或缺的一部分。

It's true, I don't really drink coffee anymore and most days I don't need it. AG1 has B vitamins that help to maintain steady energy levels throughout the day and AG1's 75 vitamins, minerals, and probiotics in every serving is a quick and easy way to cover your daily nutrition needs.

确实，我现在不怎么喝咖啡，大多数时候也不需要喝。AG1含有B族维生素，可以帮助维持一整天的稳定能量。此外，AG1每份含有75种维生素、矿物质和益生菌，是满足你每日营养需求的简单快捷方式。

And I would add this is especially helpful if you travel or you're on the go a lot and in that case then AG1 becomes even more valuable. And as I've said, I do hesitate to share what AG1 has done for me because I know that we're all different, but if you want to try it out for yourself, you can get this welcome kit for free at drinkag1.com slash electrified linked below or you can use the QR code on the screen. Enjoy.

我要补充一下，如果你经常旅行或者总是在外奔波，那么AG1就显得更加有价值了。正如我之前提到的，我在分享AG1对我个人的效果时会有所保留，因为我们每个人的情况都不同。但如果你想亲自尝试一下，可以在drinkag1.com/electrified网站上免费获取这个欢迎套装，链接就在下面，或者你也可以扫描屏幕上的二维码。希望你喜欢。

Adam Jonas from Morgan Stanley said that while deep-seeking chat GPT live in the space of chatbots and VAs, it's embodied AI or physical objects harnessing AI to power functionality that could be of the most consequence in the AI race. More than any other factor, the growing investor interest in embodied AI has been driven by recent advancements in Gen AI and super computing. EVs are the sockets for the forthcoming physical embodied AI.

摩根士丹利的Adam Jonas表示，虽然深度搜索的Chat GPT存在于聊天机器人和虚拟助手领域，但在AI竞赛中，可能最具影响力的是具象化的AI，也就是将AI应用于物理实体以增强其功能。相较于其他因素，投资者对具象化AI的兴趣增长主要受到最近生成式AI和超级计算发展的推动。电动汽车（EV）是未来物理具象化AI的接口。

In our opinion, if the US wants to be a leader in autonomy, it must ultimately embrace electric mobility. This could enhance the market's appreciation for what Tesla brings to the table beyond the EV market. This company self did a study trying to find the least expensive vehicles to run every year, not just focusing on the upfront cost, which we've said is what more consumers should do, move away from the sticker price and think about the total cost of ownership.

我们认为，如果美国想在自动化领域成为领先者，就必须最终接受电动交通。这可以提高市场对特斯拉在电动车市场以外贡献的认可。这家公司自己进行了一项研究，试图寻找每年运行成本最低的车辆，不仅关注初始成本。我们认为更多消费者应该这样做，不仅关注标价，而是考虑车辆的总体拥有成本。

Based on their research, the Tesla Model 3 was the number one least expensive car to run per year at $5,061 per year. I'll be honest, I do think a lot of these cost studies are flawed in that these numbers are going to vary by geography and many other factors. But for what it's worth, the breakdown for the Model 3 was $636 for annual fuel, $1,100 for maintenance, $2,200 for insurance, $1,000 for fees and taxes, for the total of just over $5,000 for the year.

根据他们的研究，特斯拉Model 3是每年运行费用最低的汽车，每年费用为5,061美元。坦率地说，我认为这些成本研究有些问题，因为这些数字会受到地理位置和其他很多因素的影响。但无论如何，Model 3的费用分解是：每年燃料费用636美元、维护费用1,100美元、保险费用2,200美元、杂费和税费1,000美元，总计每年略超过5,000美元。

But we've had our Model Y now for coming up on one year and our total cost of maintenance has really been $0. But in case you need something to share with your network, I'll have this link below. An interesting tidbit, Sawyer has said that the Tesla logo on the new Model Y will only be for the Chinese market when it comes to the logo on the front hood. It sounds like in all other markets there will be no logo on the front of the new Model Y.

我们已经拥有Model Y快一年了，目前为止的维护成本实际上是$0。不过，如果你需要一些信息分享给你的网络，我会在下方提供一个链接。有趣的是，Sawyer提到在新的Model Y上，特斯拉前引擎盖的标志将只在中国市场出现。在其他市场上，新的Model Y前面将不会有标志。

In case you missed it, we did get an exciting update about Tesla's semi-factory over the weekend from Heinrich Zane. The other big thing that you should know, one of the key events for today, which is really a watershed event, the exterior of this building is complete. The last remaining portions in the far back right, which is the southeast corner of the building, has now been completed. As of our last flight last Sunday, there was still quite a bit to be done. The wall is complete. Starting in three days, January 31st, the Lucid Gravity will be shipping with an export native.

如果你错过了，可以告诉你，我们在周末从海因里希·赞恩那里获得了一个关于特斯拉半导体工厂的振奋人心的更新。另一个你应该知道的大事，今天的关键事件之一，确实是一个分水岭事件，那就是这个建筑的外部已经完工。在建筑的东南角，也就是最远的后方，最后留下的部分现已完成。根据我们上周日最后一次航拍的情况，那时还有不少工作要做。墙壁已经完成。从1月31日开始，也就是三天后，Lucid Gravity将开始配备原生出口进行发货。

However, when it comes to the Lucid Air, there's still no word for when that vehicle will come with an export native. But with an adapter in quarter to this year, the Lucid Air will also have access to the Supercharger network. Lucid has said the gravity can charge at speeds up to 400 kilowatts on DC fast chargers with a 1000 volt architecture like Tesla's V4 locations. They're also claiming sustained speeds of 250 kilowatts on 500 volt chargers like Tesla's V3 locations.

然而，对于Lucid Air何时会配备出口标准，目前仍没有消息。不过，今年第二季度，Lucid Air可以通过适配器接入超级充电网络。Lucid公司表示，Gravity车型可在1000伏架构的直流快速充电桩上，以高达400千瓦的速度充电，就像特斯拉的V4充电桩一样。它们还宣称，在500伏充电桩（例如特斯拉的V3充电桩）上，可以维持250千瓦的充电速度。

But as we should all know by now, it's all about the charging curve, so we'll see what happens when these vehicles are out in the wild. And we get videos of real world testing. Honda is planning a new EV for North America under $30,000 as soon as early 2026. This is supposed to be part of their Honda Zero Series lineup and it's supposed to come after the SUV and the sedan, both of which are expected to be between $50,000 and $60,000.

正如我们现在都应该知道的那样，一切都取决于充电曲线。因此，当这些车辆在实际环境中使用并有真实测试视频时，我们会看到具体表现如何。 本田计划在2026年初为北美市场推出一款售价低于3万美元的新电动车。这款车被认为是他们Honda Zero Series系列的一部分，并且预计会在SUV和轿车之后推出，而这些车型的售价预计在5万到6万美元之间。

The Zero Series is expected to go into production in Ohio in late 2025 and the battery production is expected to be in North America as well. We should tip the cap to Stardust Power, an American developer of battery grade lithium here in America. Why? Because they broke ground on their lithium refinery in Oklahoma. The project will be developed in two phases with the first phase focused on constructing a production line capable of producing up to 25,000 metric tons per year. The second phase will add a second production line, bringing the total capacity to 50,000 metric tons per year. 25,000 metric tons is about 25 million kilograms and if you assume there's about 8 kilograms of lithium in each EV battery, that would be enough for just about 3.1 million EV per year at that 25,000 metric tons level. This refinery is about a $1 billion investment which is a similar level compared to Tesla's refinery in Texas.

Zero系列预计将在2025年底在俄亥俄州开始生产，而电池生产也预计会在北美进行。我们应该向Stardust Power致敬，因为这是一家在美国开发电池级锂的公司。他们在俄克拉荷马州启动了锂精炼厂项目。该项目分为两期开发，第一阶段侧重于建立一条能够每年生产25,000公吨的生产线。第二阶段将增加第二条生产线，使总产能达到50,000公吨。25,000公吨约为2500万公斤，如果假设每个电动汽车电池中约含有8公斤锂，这就足够每年为约310万辆电动汽车提供锂元素。这个精炼厂的投资额约为10亿美元，和特斯拉在德克萨斯州的精炼厂投资水平相当。

The only thing we've heard from Tesla is that the refinery in Texas may produce up to 50 gigawatt hours of material per year. Which is 50 million kilowatt hours and if you divide that by an average battery pack of about 60 kilowatt hours, that's enough for about 833,000 vehicles per year. Those numbers are both just some back of the napkin math and both sites will take years to ramp up to those numbers. But of course, what's crucial here is that more lithium is set to be refined in America, slowly decoupling us from the rest of the world. GM called out that they achieved positive variable profit on their EV portfolio in quarter 4. Remember though, variable profit is not the same thing as regular profit because variable only considers variable expenses. Meaning in this metric, all of the fixed expenses are not yet included.

我们从特斯拉获悉的信息是，位于德克萨斯州的精炼厂每年可能生产高达50吉瓦时的材料，这相当于5000万千瓦时。如果以平均每个电池组约60千瓦时计算，这些材料足够生产大约83.3万辆车。这些数据只是一些粗略的估算，并且两个地点要达到这些数字需要数年时间。但关键在于，更多的锂将在美国进行精炼，这将逐渐减少我们对世界其他地区的依赖。通用汽车指出，他们在第四季度的电动车产品线实现了可变利润为正。不过要注意的是，可变利润和一般利润不同，因为可变利润只考虑可变费用，这意味着在这个指标中，所有固定费用尚未包括在内。

Further, if you read the fine print, you'll see EV variable profit includes vehicle variable profit, emissions credits, and advanced manufacturing tax credits. Translation, GM still has a long way to go to achieve actual profitability without subsidies on its EV business. But credit where it's due, this is a step in the right direction. Tesla is sending out correspondence to some customers in Washington asking them to send a message to their representatives in response to Senate bill 5377. Tesla said the bill attempts to force Tesla to close our numerous sales centers across the state and could impact in-state service offerings. As a result, Washington residents could need to travel out of state to complete their new Tesla EV purchase. There could also be impacts to Tesla's warranty and other service activities in Washington.

此外，如果你仔细阅读细则，你会发现“电动车可变利润”包括车辆可变利润、排放积分和先进制造税收抵免。换句话说，通用汽车在不依赖补贴的情况下，还需要很长的路要走才能实现其电动车业务的实际盈利。但是值得肯定的是，这是朝着正确方向迈出的一步。特斯拉正在向一些华盛顿客户发送信函，要求他们向自己的代表传达意见，以回应参议院法案5377。特斯拉表示，该法案试图迫使特斯拉关闭在该州的大量销售中心，并可能影响州内的服务供应。结果，华盛顿的居民可能需要出州才能完成新的特斯拉电动车购买。此外，这可能还会影响特斯拉在华盛顿的保修和其他服务活动。

Washington should focus on increasing revenue in jobs in the state, not stifling competition and limiting consumer choice. Plenty of people out there are asking why is this happening and well, here is your answer. The primary sponsors of this Senate bill are Rebecca Saldana and Mike Chapman. And who would have thought but this Mike Chapman has emphasized the importance of the dealership model many times in the past. He has said the dealership model has benefited dealers, consumers and communities alike for generations, particularly in rural Washington. He said auto dealers play a large role in every community through charitable work, sponsorship of community events and most important the creation of family wage jobs.

华盛顿应当专注于增加州内的就业收入，而不是抑制竞争和限制消费者选择。很多人都在问为什么会发生这样的事情，好吧，这就是答案。参议院这个法案的主要发起人是丽贝卡·萨尔达尼亚和迈克·查普曼。令人惊讶的是，迈克·查普曼曾多次强调经销商模式的重要性。他表示，经销商模式在几代人以来对经销商、消费者和社区带来了好处，尤其是在华盛顿的农村地区。他说汽车经销商通过慈善活动、社区活动赞助，以及最重要的创造家庭工资工作，在每个社区中都扮演着重要角色。

And finally he said direct sales give one company an unfair advantage and provide a little to no accountability for the car buying public. So why is this happening? Well because this Mike Chapman is clearly in the pocket of the dealership associations in Washington. I have to say, time after time, these people cloaking this anti-competitive garbage in the guise of doing good for the consumer makes me ill. Tesla stock closed the day at $398.09 up 0.24% while the NASDAQ was up 2.03%. It was another very low volume day for Tesla trading about 40% below the average volume.

最后，他说，直接销售让一家公司获得不公平的优势，对购车公众几乎没有任何责任。那么，为什么会这样呢？因为显然这个Mike Chapman受制于华盛顿的经销商协会。我不得不说，这些人一次又一次地将这种反竞争的谬论伪装成对消费者有益的行为，真的让我感到厌恶。特斯拉股票当天收盘价为398.09美元，上涨了0.24%，而纳斯达克指数上涨了2.03%。这是特斯拉又一个交易量非常低的日子，大约比平均交易量低40%。

So for the past week, really all eyes watching Tesla will be on their earnings tomorrow. No video from me, enjoy the day, you'll see me again on Thursday. Don't forget if you're interested check out AG1 links below and I'll send you off with a new video from Tesla. 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.

所以在过去的一周里，大家的目光都集中在特斯拉身上，因为他们将在明天公布收益报告。我这次没有视频，请大家尽情享受这一天，周四再见。别忘了，如果你感兴趣的话，可以查看下面的AG1链接，我会给大家分享一个特斯拉的新视频。希望大家度过愉快的一天，如果喜欢这个视频请点赞。你可以在下面的X平台找到我，感谢所有Patreon支持者的大力支持。