Tesla Changes Semi Plans / Roadster Delivery Timeline / OEM: "We're Clumsy and Inefficient" ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Chris, John Kay and Jack P. Thank you for choosing to support the channel.

欢迎来到电气化！我是主持人Dylan Loomis。快速向我的最新赞助者Chris、John Kay和Jack P.致以问候。感谢你选择支持这个频道。

If you're on X last week, you may have seen some people sharing that. Hertz was only going to sell a few hundred Tesla vehicles based on what I was seeing from the Hertz website that didn't make much sense.

如果你上周看到的话，可能会看到一些人分享这个。根据我在赫兹官网上看到的情况来看，赫兹只打算销售几百辆特斯拉车，这似乎没有太多道理。

Now, CardiallorshipGuy shares the actual auction list, which confirms what I was thinking. 20,000 vehicles that Hertz is selling 90% plus are EVs, and this is across the entire United States. From the actual auction list, 72.7% of the listings are Teslas, 14.4,000 out of the 19.9,000 listings. It's really just math. If Hertz wants to get rid of around 20,000 electric vehicles, most of that EV fleet was majority Tesla.

现在，CardiallorshipGuy分享了真实的拍卖清单，证实了我的想法。赫兹正在出售的超过90%的二手车都是电动车，而且这是在整个美国范围内。从真实的拍卖清单来看，72.7%的车辆是特斯拉，即19,900个车辆中的14,400个。这只是简单的数学。如果赫兹想要处理掉大约20,000辆电动车，其中大部分是特斯拉。

I was able to go back and find that post I was talking about. It was from Spotted Model where they were saying only 661 of Hertz's 27,000 vehicles for sale were a Tesla. As far as we know now, that is definitely incorrect. I know at least some of you saw this post, so I wanted to make sure we cleared that up.

我能够回去找到我说过的那篇帖子。它来自Spotted Model，他们说赫兹公司销售的27,000辆车中只有661辆是特斯拉。就我们目前所知，这显然是不正确的。我知道至少有一些人看过这篇帖子，所以我想确保我们澄清一下这一点。

On X, Marco, the supercharger guy is saying that the diner drive-in is going to get an expansion. The existing parking lot is already at max capacity with 32 stalls, but Tesla has submitted permits for an additional 48 stall. And solar canopies in the parking lot next door. Now with 80 stalls, the Hollywood location will technically tie with Harris Ranch as the largest supercharger in California. You may remember the first thing I said when we saw original construction at this site was, it seemed smaller than I was expecting, so definitely good to see this for what will most likely be a very popular site. The current diner location is here on the right, and then adjacent on the left you have this proposed expansion. The question now becomes, how many people in this proposed expansion will actually be able to see the video screen.

在X日期，超级充电器负责人Marco表示，Diner Drive-In将进行扩建。现有的停车场已经达到最大容量，有32个车位，但特斯拉已经提交了另外48个车位的批准申请，以及停车场旁边的太阳能遮阳棚。现在有了80个车位，好莱坞地点从技术上讲将与哈里斯农场一起成为加州最大的超级充电站。你可能还记得在我们看到这个地点的原始建筑时，我说的第一件事是，它看起来比我预期的要小，所以能看到这个扩建计划真的很好，因为这很可能是一个非常受欢迎的地点。当前的Diner位置在右边，然后在左边相邻的地方是这个拟议的扩建区域。现在的问题是，这个拟议的扩建区域中有多少人实际上能看到视频屏幕。

Reddit user BrandDude87 puts together a really nice, updated infographic of all of Tesla's different factories. It's pretty slick because it's designed to scale, and now it also shows us what products are being manufactured at each location, along with the actual output and the acreage. This also works well as desktop wallpaper, so I'll have the link to the original file below.

Reddit用户BrandDude87制作了一份非常好看、最新的特斯拉各个工厂的信息图。这个信息图非常出色，因为它是按比例设计的，现在它还显示了每个地点的产品制造情况、实际产量和占地面积。这个信息图也可以作为桌面壁纸使用，我将在下方附上原始文件的链接。

Adam Jonas put out a new Tesla stock note today. I really just want to highlight for fiscal year 2024, their projecting auto gross margins X ZEV credits of 12.8%. This would be down from where they were in quarter three at 16.3%. Thus, they are indeed expecting a fairly material decline in Tesla's auto gross margin X credits for this year. Here's where things get interesting, they're also expecting earnings per share for this year of $1.98 versus $2.41 where they were at before. For some context here, as it stands now for 2024, Wall Street is actually around $3.80, so Morgan Stanley significantly below. However, even though their new price target is $345 down from $380, with the lower PT, this is still the second highest price target of all of Wall Street. So they're bullish on the price target while sitting at about 52% of the Wall Street average consensus for earnings per share for essentially the next 12 months. Just one more reason why I don't spend too much time with all of these analyst updates.

亚当·乔纳斯今天发布了一份有关特斯拉股票的新报告。我想重点强调他们对2024财年的预测，即汽车毛利率与零排放车辆(Zero Emission Vehicle, ZEV)积分相结合，预计为12.8%。这将较上一季度的16.3%有所下降。因此，他们确实预计特斯拉汽车毛利率和积分今年会出现相当大的下降。有趣的是，他们还预计今年每股收益为1.98美元，而之前的预期为2.41美元。需要说明的是，目前2024年的华尔街预期为3.80美元，所以摩根士丹利的预期明显较低。然而，即使他们的新目标价下调至345美元，低于之前的380美元，但仍是全球华尔街第二高的目标价。因此，他们对股价目标持看涨态度，同时对接下来的12个月的每股收益的预期仅为华尔街平均共识的52%左右。这正是为什么我不会花太多时间关注所有这些分析师的更新的又一个原因。

Lastly, Jonas said, looking ahead, are we approaching maximum market negativity on EVs? We believe the trough may happen towards the latter part of 2024 with EU parliamentary and US presidential elections part of the equation.

最后，乔纳斯说，展望未来，我们正在接近电动汽车市场的最大消极情绪吗？我们认为，低谷可能会出现在2024年后期，其中欧盟议会选举和美国总统选举是其中的一部分因素。

A Chinese source is reporting from that conversation that Franz had in China last week that Tesla does plan to make special efforts to integrate China's unique consumer needs into product design. That's also the reason why the design, engineering and manufacturing teams are rooted in China, according to Franz. He said, demand in the Chinese market is changing and Tesla strives to meet local needs in China, Europe and other markets to achieve good sales. Tesla's future car designs will first adhere to safety, efficiency, simplicity and user experience, adding that even though Tesla insists on minimalism, it also prioritizes driving safety.

一位中国消息源从上周弗兰茨在中国的谈话中报道称，特斯拉计划采取特殊措施将中国独特的消费需求融入产品设计中。这也是为什么设计、工程和制造团队都在中国的原因，弗兰茨表示，中国市场的需求正在发生变化，特斯拉努力满足中国、欧洲和其他市场的本土需求以实现良好的销售业绩。特斯拉未来的车型设计将会首先注重安全、效率、简洁和用户体验，同时他表示，尽管特斯拉坚持极简主义，但也将安全驾驶作为首要任务。

We got another update on the new Tesla semi-factory under construction at Giga Nevada from Heinrich Zane. He said the current plan is actually not Tesla's original plan that was going to cost $3.6 billion. According to Zane, the plan is to build a separate standalone building for volume semi-production. The new construction is located at the far north end of the property a few hundred yards from the existing building. This area previously was used as a warehouse on wheels, which was a method using the trailers that supplier parts are delivered in to store the parts until they're needed. This replaces the need to build a warehouse and it's more efficient. Two new warehouse on wheels were built recently to relocate these trailers to.

我们从Heinrich Zane那里得到了关于正在建设中的Giga Nevada新特斯拉半挂车工厂的又一次更新。他说，目前的计划实际上并不是特斯拉原本要花费36亿美元的计划。根据Zane的说法，计划是建造一个独立的建筑用于大量半挂车生产。新建筑位于物业的最北端，距离现有建筑几百码远。这个区域之前被用作一个移动仓库，通过供应商运送零件的拖车来存储零件，直到需要使用。这取代了建造一个仓库的需求，并且效率更高。最近建造了两个新的移动仓库来重新安置这些拖车。

Here's some quick updated footage of this new location for the semi-production site. I did ask him what his source was for this new information about Tesla deviating from the original plan. He said the first indication was a Tesla employee town hall meeting in December where they shared the revised plan.

这是关于半生产地点的一些快速更新的录像素材。我曾询问他关于特斯拉偏离原计划的新信息的来源。他说第一个迹象是特斯拉员工在十二月份的一个公司大会上分享了修订后的计划。

I'd still be very cautious with all of this, but for what it's worth, he was asked if this is only going to be a factory for the semi. No 4680 production. He said yes, that's my understanding for now. I'd still guess that long-term Tesla will eventually make 4680s at Giganovada at one of these different buildings, but maybe in the initial plan, that's not the plan anymore.

我仍然会对这一切持谨慎态度，但就其价值而言，有人问他这个工厂是否只用于生产半挂卡车，而不生产4680电池。他回答说，就我目前的了解是这样。我仍然猜测，长期来看，特斯拉可能会在吉加诺瓦达的其中一些建筑物里开始生产4680电池，但也许在最初的计划中，这并不是现在的计划。

Last night, Omar from Holmar's catalog was lucky enough to get FSD beta version 12.1.2. Immediately, I'm sure some of you are wondering, wait a second, I thought V12 was not supposed to be a beta anymore. Specifically, Elon said version 12 won't be beta. Maybe he meant a later revision of FSD 12, which could be dot many different sequences. Meaning there's still a chance before we exit the V12 phase, meaning V13, it does actually exit the beta phase, but for now, still in beta.

昨晚，Holmar的目录中的Omar很幸运地获得了FSD测试版12.1.2。立刻就有人会想，等等，我记得V12不应该再是测试版了吗。具体来说，Elon说过版本12不会是测试版。也许他是指FSD 12的后续版本，可能有很多不同的次序。意思是在我们退出V12阶段之前，也就是V13时，它实际上会退出测试版阶段，但目前仍然处于测试版。

Tesla Scope did say for this release, they saw the expansion to hardware for equipped vehicles and vehicles outside of California and Texas getting this update for the first time. Technically, yes, you could say that this update is going to non-employees, but we know Omar is not a regular non-employee. Tesla Scope did not say why, but they said two vehicles on their platform had this update pulled from their vehicles. Lastly, they said a wider release to customers sometime this week or upcoming weekend if everything looks good. Brad Ferguson shared from Omar's space that Tesla called him, warned him it was rough, but that he was able to make videos. Nags have been turned up to 11 to make sure drivers pay attention.

特斯拉范围表示，在此版本中，他们看到了对配备硬件的车辆以及加利福尼亚州和德克萨斯州以外的车辆的拓展。从技术上说，是的，你可以说这次更新适用于非员工，但我们知道奥马尔不是普通非员工。特斯拉范围没有说明原因，但他们表示平台上两辆车已经取消了这个更新。最后，他们表示如果一切正常，这个更新将在本周或即将到来的周末向客户进行更广泛的发布。布拉德·弗格森从奥马尔的空间分享了特斯拉的电话，警告他这次更新有些困难，但他还是能够制作视频。提醒功能已经被调到最高，以确保驾驶员保持注意力。

The most important thing I want to say about V12 going out to customers, do not overreact one way or another. The main thing to focus on will be the rate of improvement from here. I say that because he later posted his first two drives with FSD12 where both zero intervention, no accelerator press, no speed change, no take over, no awkward moments. Those were two roughly 15 minute drives traveling two and three miles. Another owner said definitely feels way more natural, less robotic, stopping feels better, tried a few places it always messes up and it nailed all of them, just some acceleration presses. Chris from DirtyTesla shared a text from a customer in Utah who got it and said it's amazing, slaughtered all the normal spots it messes up on, the max speed set was kind of odd, like never go to the max speed even with no one in front of us. That may have something to do with the automatic speed offset where it lets FSD pick the most natural speed for you. It will determine the most natural speed based on considerations like road type, traffic flow, environmental conditions, the speed limit and the selected FSD beta profile setting, chill average or assertive.

关于V12发布给顾客，我想说的最重要的事情是，不要过于激动或反应过度。我们应该关注的主要是从现在开始的改进速度。我这么说是因为他后来发布了他用FSD12进行的前两次驾驶，完全没有人为干预，没有踩油门，没有改变速度，没有接管操作，没有尴尬时刻。这两次大约15分钟的行程分别为两英里和三英里。另一位车主说感觉更加自然，不那么机械，刹车感觉更好，尝试了一些以前经常出错的地方，结果都很成功，只是需要稍微加速。DirtyTesla的Chris分享了一位在犹他州收到车辆的顾客的短信，他说感觉很惊艳，车辆在之前经常出错的地方表现得非常出色，最高速度设定有点奇怪，即使前面没有车也不会达到最高速度。这可能与自动速度偏移有关，它会让FSD选择最自然的速度适应你的驾驶条件。它会根据道路类型、交通流量、环境条件、速度限制以及选择的FSD测试版配置文件设置（平和、平均或积极）来确定最自然的速度。

That was just a quick clip from one of Omar's first drives and it handled fire trucks and pedestrians, double parked cars, was breaking for speed bumps and overall it did look pretty smooth and human-like. But again to ensure that we don't get carried away here, let's not forget that FSD beta is really overfit for San Francisco, we've known that now for some time, so let's see how FSD12 handles in some other cities. As always not to diminish what we're seeing because so far it does look very good but let's just keep our expectations in check.

这只是奥马尔早期驾驶的一个简短视频片段，车辆能够应对消防车和行人、双排停放的车辆，并且能够避免减速撞击减速带。整体而言，它看起来相当平稳，并具备类似人类的驾驶技能。但为了避免夸大其词，我们不能忘记全自动驾驶（FSD）Beta版本主要适应旧金山城市环境，我们已经知道这个事实有一段时间了，因此让我们看看FSD 12在其他城市的表现如何。如常地，这并不是为了贬低我们所看到的，因为到目前为止看起来非常不错，但是让我们保持适度期望值。

Just in case anybody is new, the reason FSD12 is so important for Tesla, it really is an entirely new architecture, they're removing most if not all of the heuristic or manual lines of code that used to tell the vehicle what to do from a planning perspective in each different situation. Now with V12 as far as we know, it's mostly if not all just using neural nets, taking video in from other good human drivers and learning what to do based on that video feed alone. Those hundreds of thousands of lines of manual code do this in every different situation are now gone, it's just learning how to drive based on how other humans drive.

以防有人是新来的，对特斯拉来说，FSD12如此重要的原因在于它真的是一种全新的架构。他们正在删除大部分，如果不是全部启发式或手动代码行，这些代码行以前用于告诉车辆在不同情况下从规划角度应该怎么做。现在根据我们所知，V12基本上，如果不是全部，都只使用神经网络，从其他好的人类驾驶员那里获取视频，并仅仅根据视频来学习如何驾驶。那些成千上万行的手动代码在每种不同情况下都能做到这一点，现在都不复存在了，它只是根据其他人类的驾驶方式来学习开车。

Elon was asked about a timeline for Tesla's entry to South Africa to which Elon said import duties are super high in South Africa to protect the domestic industry. Does not make sense for Tesla given that electric cars are not locally made.

埃隆被问到特斯拉进入南非的时间表，对此埃隆表示南非的进口关税非常高，用以保护国内工业。对特斯拉来说，并不合理，因为电动汽车并非本地制造。

I'm not sure what to make of this one personally, we know that Matthew D.R. has had some very solid sources in the past and for what it's worth, he's saying expect first deliveries of the new Tesla Roadster, this year, this coming when we really haven't heard anything officially from Tesla about the new Roadster in some time.

就个人而言，我不确定对于这件事情应该怎么看，我们知道Matthew D.R.过去曾经有一些非常可靠的消息来源，而他所说的是今年可以预期到新的特斯拉跑车的首批交付，尽管我们很长时间以来没有听到特斯拉官方关于新跑车的任何消息。

All throughout the replies of this post that were all skeptical of what he said he was doubling down time after time. He did say the Roadster will have less range than announced during the reveal. Per the usual, do not go banking on this but I have to say Matthew's been pretty solid in the past so I wanted to at least pass it along.

在这篇帖子的所有回复中，人们对他所说的持怀疑态度，但他一次又一次地坚持自己的观点。他确实说过Roadster的续航里程会比揭示时公布的少。通常情况下，不要过于依赖这点，但我不得不说，马修在过去表现得非常可靠，所以我至少想传达这个消息。

The word is two cyber trucks have arrived in China to begin their national tour. Speaking of the cyber truck, user GigaHorse on the Cyber Truck Owners Club forum shared the first 10,000 miles ownership experience. I'll have this post below if you'd like to dive into the detail. I'm only going to cover high level things here because we have to remember one user's experience may be very different than somebody else, especially when it comes to efficiency metrics based on what tires you have, where you're driving, the temperature, how you drive, etc.

据称，有两辆Cybertruck已经抵达中国，开始了国内巡回展示。提到Cybertruck，Cyber Truck Owners Club论坛的用户GigaHorse分享了他在拥有该车的前一万英里的体验。如果你对细节感兴趣，我会在下面贴出这个帖子。在这里，我只会简要介绍一些高层次的事情，因为我们必须记住一个用户的经验可能与其他人非常不同，特别是当涉及到效率度量时，这取决于你使用的轮胎、驾驶地点、温度、驾驶方式等等。

This was an all-wheel drive variant and they said two sets of tires but mostly all seasons and a variety of driving conditions. The average lifetime watt hours per mile was 599 giving cyber truck a 100% battery used range of 206 miles or 80% battery usage of 164 miles. Mostly fairly aggressive driving, no speeding tickets or accidents but not babying the truck. The things they like, sound system, handling, cooled seats, the speed, steered by wire acceleration, visibility and frunk with dividers. What they don't like, the charge time, road noise, the range, the attention that the truck gets, people touching, fingerprints are bad taking pictures.

这是一款四驱车型，他们说有两套轮胎，但大多数是全季节轮胎，适用于各种驾驶条件。每英里平均耗电量为599瓦时，使得Cyber Truck的电池可用里程为206英里，或者电池使用80%时里程为164英里。主要是积极驾驶，没有超速罚单或事故，但不是过分保护车辆。他们喜欢的东西有：音响系统、操控性、座椅冷却、速度、可由电线加速控制、视野和前备箱分隔功能。他们不喜欢的是：充电时间、路噪、续航里程、吸引了他人注意、被人触摸，指纹会影响拍照效果。

The volt is not waterproof, especially if raining while driving at high speeds, it gets wet inside. Yes, we can certainly hope that in the future once these V4 locations actually get V4 updated cabinets and can deliver charging speeds up to 350 kilowatts, the cyber truck will be able to accept that but the question is still what will the charging curve look like and for how long will it be able to accept those higher rates.

伏特车不防水，尤其是在高速行驶时遇到雨天，车内会被弄湿。是的，我们当然希望未来这些V4位置将配备V4升级柜，能够提供最高350千瓦的充电速度，这样Cyber Truck将能够接受这样的速度，但问题仍然是充电曲线会是什么样子，它能够接受这些更高速率的时间会有多久。

They did have some problems during this time, one of which the main screen blacked out, it went dead, they had to get it towed to a service center as the battery percentage was low and at an unknown level. A plastic trim piece on the vault came off, mobile Tesla service tech fixed it the next day using the same part. Overall, a dream to drive, disappointing charge speeds and range, the value is okay, still some production problems to work out, the sound system is beyond great. Honestly, pretty much I think exactly what most of us would be expecting.

在这段时间，他们确实遇到了一些问题，其中一个主屏幕变黑了，无法使用，他们不得不把车拖到服务中心，因为电池电量低，而且无法识别。车厢上的一个塑料饰条脱落了，移动特斯拉服务技师第二天就修好了，使用了同样的配件。总体上，开起来很梦幻，但充电速度和续航距离令人失望，价值还可以，仍然有一些生产问题需要解决，音响系统非常棒。老实说，我认为这几乎就是大多数人预期的情况。

Replying to a post about this ownership experience, Wes confirmed what I was saying, take everything with a grain of salt, he has 325 wide mud terrain tires on his cyber truck and has seen 460 watt hours per mile over the last 150 miles, more efficient than that original post. Wes did share a picture of those wider mud tires on his cyber truck and I have to admit, that looks pretty tough.

回复一个关于这个所有权经历的帖子时，韦斯确认了我的说法，对所有事情都要持怀疑态度。他在他的Cyber Truck 上使用了325宽的越野轮胎，在过去150英里的行驶中每英里消耗了460瓦时，比原始帖子中的更加高效。韦斯也分享了他Cyber Truck 上这些更宽的越野轮胎的照片，我必须承认，那看起来相当强壮。

Vossen on Instagram shared some images of a custom cyber truck wrap with some white wheels, thought it was pretty cool, first time I had seen something like this. Some Chileans are being notified that Tesla will be opening a store on January 31st. In San Francisco, the Kilowatt spotted a right hand drive Model 3 performance. When you pause, you can see the red performance brake calipers. As Connor Gaffius pointed out on X taking a screen grab of that video, there's a chance that the front bumper on the performance variant is actually different.

Vossen在Instagram上分享了一些定制的Cyber Truck包装和一些白色的轮毂的图片，我觉得很酷，这是我第一次见到这样的东西。一些智利人收到通知，特斯拉将于1月31日在智利开设一家门店。在旧金山，Kilowatt发现了一辆右驾驶的Model 3性能版。当你暂停时，你可以看到红色的性能刹车卡钳。正如Connor Gaffius在X上指出的，在那个视频的截图中，性能版的前保险杠可能实际上是不同的。

I know seeing a right hand drive variant will be very encouraging for many of you. Strata has broken ground on a 1 gigawatt hour battery energy storage project in Arizona. This project in Phoenix is expected to become operational in 2025 and they are indeed using Tesla Megapack 2XLs. Doing the math, 1 gigawatt hour is 1000 megawatt hours divided by roughly 4 megawatt hours in each Tesla Megapack, that's 250 megapacks times an average ASP of 2 million dollars, gets you to that 500 million dollar investment.

我知道对于你们许多人来说，看到一辆右舵驾驶的变种车型将会非常鼓舞人心。Strata在亚利桑那州开展了一个1千兆瓦时电池储能项目的开发工作。这个位于凤凰城的项目预计将于2025年投入运营，他们确实使用了特斯拉的Megapack 2XL。通过计算，1千兆瓦时相当于1000兆瓦时，而特斯拉Megapack每个容量大约为4兆瓦时，那就是250个Megapack，按照平均售价2百万美元计算，总投资额达到了5亿美元。

Each Megapack 2XL has 10 cabinets as opposed to 8 on the prior generation. Sawyer got an image from somebody of the Washington DC Auto Show where Tesla has a Cybertruck but at this display, people can actually get in and sit inside, which is unusual so far for Tesla. Most of the Cybertrucks that we've seen on display at various locations are actually roped off to any customers. But not the case at the DC Auto Show.

每个Megapack 2XL相比上一代拥有10个机柜，而不是8个。Sawyer从某个人那里得到了一张华盛顿特区汽车展上特斯拉Cybertruck的照片，但在这个展览上，人们实际上可以进去并坐在里面，这在特斯拉目前来说是不寻常的。我们在各个地点看到的大部分Cybertruck实际上是供顾客参观但没有进入权限的。但在华盛顿特区汽车展上不是这种情况。

We have some new top voted questions for the Wednesday earnings call. Should retail shareholders be concerned, Elon has stated he's uncomfortable expanding AI and robotics at Tesla if he doesn't have 25% voting.

我们在周三的盈利电话会议上有一些新的获得最高投票的问题。有些零售股东是否应该担心，因为埃隆表示，如果他没有25%的投票权，他就不愿意在特斯拉公司扩大人工智能和机器人技术。

How many Cybertruck orders are in the queue and when do you anticipate you'll be able to fulfill all existing orders? What are Tesla's biggest priorities for 2024? And when will Tesla start construction on the Giganavada expansion? They just did. And Gigamexico. And when can we expect each of these to produce their first products like 4680, semi and next gen vehicles?

目前有多少个Cybertruck订单在排队中？你预计什么时候能够完成所有现有订单？特斯拉在2024年的最大优先事项是什么？特斯拉什么时候开始对Giga Nevada扩建进行施工？他们刚刚开始了。还有Giga Mexico。我们可以期待这些工厂何时生产他们的首批产品，比如4680电池、半挂卡车和下一代车辆？

BYD is now on board saying that pouch batteries are not the way forward. Their ending production of their pouch type batteries used in their best selling hybrids as they seek to address durability concerns and the risk that they could leak. They're looking to replace these with prismatic batteries instead. BYD and some industry experts believe pouch type batteries where the cells are wrapped in a thin metal bag made of aluminum laminated films have a higher chance of leaking electrolytes. Elon has said previously he is strongly against using pouch type cells.

比亚迪现在表示，袋式电池不是未来的发展方向。他们停止生产用于畅销混合动力车的袋式电池，以解决耐久性问题和泄漏风险。他们计划使用片式电池来替换这些电池。比亚迪和一些行业专家认为，袋式电池（其中电池包裹在由铝层覆盖的薄金属袋中）泄漏电解液的风险更高。埃隆此前曾表示强烈反对使用袋式电池。

Finally we get a positive anecdote on EV production for a legacy OEM. GM saying that the Lyric is now not struggling with those same battery module issues. Cadillac delivered 9000 Lyric for all of 2023 but that was after only delivering 2400 in the first half of the year. The Lyric now accounts for a quarter of all of Cadillac sales up from about 12% in the fourth quarter of last year. The Cadillac exec said it's been a measured build up and launch as battery modules have become available and now that we're in a position with strong inventory we're seeing great sales performance. Remember this year the Lyric lost eligibility for the $7,500 credit but GM is currently offsetting that by offering incentives and they're saying that it should regain eligibility later this year.

终于我们听到了一个关于传统汽车制造商电动汽车（EV）生产的积极传闻。通用汽车（GM）表示，现在Lyric不再遇到同样的电池模块问题。全年2023年，凯迪拉克已经交付了9000辆Lyric，而上半年仅交付了2400辆。现在，Lyric的销量占凯迪拉克总销量的四分之一，而去年第四季度仅占约12%。凯迪拉克高管表示，这是一个有序的逐渐增长和推出过程，因为电池模块现在可用，并且我们现在拥有充足的库存，销售表现出色。请记住，今年Lyric失去了7500美元的津贴资格，但GM目前通过提供激励措施进行抵消，并表示它将在今年晚些时候重新获得资格。

Nissan CEO just announced they need to clean out their closet. He said Nissan needs to jettison its old clumsy inefficient ways no matter how comfortable they may be as the company overhauls itself to better compete in today's top C-turvy global auto market one be sieged by change, uncertainty and ruthless competition. We cannot continue old ways of business from the past into the future. How do we make ourselves efficient enough to be competitive against those new fast agile companies. They're planning to announce the details of this radical remake of Nissan by March 31st that's going to cover the next three years for the company. The roadmap will cover low cost competitors in China, improved competitiveness in EVs, more efficient leverage of partnerships with suppliers and the need to call to date a more nimble corporate culture.

日产汽车首席执行官刚刚宣布他们需要清理他们的衣橱。他说，尽管公司正在进行彻底改革以在当前多变、不确定和竞争激烈的全球汽车市场中更好地竞争，但日产需要舍弃其古老而笨拙且低效的方式，无论这些方式对公司来说有多么舒适。我们不能将过去的商业方式延续到未来。我们如何让自己变得高效，以便与那些新的快速敏捷的公司竞争。他们计划在3月31日之前公布日产汽车这次彻底改造的详细内容，该计划将覆盖公司未来三年的发展。这个路线图将涵盖中国的低成本竞争对手，电动车的提高竞争力，更有效地利用与供应商的合作关系，以及需要建立一个更灵活的企业文化。

Next month Ford is going to be implementing new invoice pricing when it comes to working with dealers. Ford will change the way it calculates EV invoice prices starting on February 9th. On that date Ford will include dealer holdback on all of its F-150 Lightning, Mustang Mach-E and E-Transit Invoices which is essentially a discount that gives dealers the ability to discount models on their lots. Dealer holdbacks have been around for a long time but this is actually contrary to what Ford was trying to do with more fixed pricing when it comes to EVs but this move starting February 9th will basically give the dealers more flexibility when it comes to selling these EVs.

下个月，福特将对与经销商合作时的发票定价进行调整。福特将从2月9日开始改变计算电动汽车发票价格的方式。在这个日期之后，福特将在所有F-150 Lightning、Mustang Mach-E和E-Transit的发票上包含经销商保留金，这实质上是一种折扣，使经销商能够对他们的库存车型进行折扣销售。经销商保留金已经存在很长时间了，但与福特在电动汽车定价方面试图做到更加固定定价的初衷相违背，但从2月9日开始的这一举措基本上将给经销商在销售这些电动汽车时提供更大的灵活性。

Rivian has pretty quietly been gathering in some top talent for its R2 launch in Georgia in 2025. They just brought on an industry vet with experience at Apple and Porsche. They recently hired an exec from Mercedes Benz and an exec from Stellantis North America.

Rivian在2025年的R2（指其产品的名称）的乔治亚州发布会上秘密聚集了一些顶级人才。他们刚刚引进了一位在苹果和保时捷拥有丰富经验的行业资深人士。最近他们还雇佣了一位来自梅赛德斯奔驰和一位来自Stellantis北美的高管。

I think 2024 is going to be the year more people start to talk about humanoid robots and developing plans for playing some part in this game. Not just because of what Tesla is doing with Optimus but also because of that pretty big deal that figure just signed with BMW. In a recent interview at the World Economic Forum the CEO of Microsoft Satya Nadella was talking about three major platforms for innovation, compute infrastructure, AI, then AR VR devices and embodied AI such as humanoid robots.

我认为2024年将是更多人开始谈论人形机器人并制定计划参与其中的一年。这不仅仅是因为特斯拉在优普斯方面的行动，还因为那个人物刚与宝马签署了一份相当重要的协议。在世界经济论坛的最近一次采访中，微软CEO萨蒂亚·纳德拉谈到了创新的三个主要平台，计算基础设施、人工智能，以及增强现实虚拟现实设备和以人形机器人为代表的具象化人工智能。

It looks like Model 3 Plus deliveries in the United States are set to begin January 25th. Just three days away.

看起来美国开始交付Model 3 Plus的时间定在1月25日，仅仅还有三天的时间。

Tesla stock today closed at $208.80 per share down 1.6% on the day while the NASDAQ finished the day up 0.32%. 117.9 million shares traded on the day up about 8 million shares from the 30 day average.

特斯拉的股票今天以每股208.80美元的收盘价格下跌了1.6％，而纳斯达克指数在当天收盘时上涨了0.32％。当天交易了1.179亿股特斯拉股票，比30天的平均值增加了约800万股。

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.

希望你们今天过得愉快。请给视频点赞。如果你们有兴趣的话，可以在下方找到我的X链接，并衷心感谢所有支持我的Patreon赞助者。