Replacing Tesla's Board of Directors / Porsche Sets Benchmark / Tesla's Advertising Concerns ⚡️

Welcome to Electrified, it's your host Dylan Loomis. As Sawyer has pointed out, Tesla has finally begun paid advertising on the X platform. Now I'm seeing a lot of this sentiment in response to this news. We have Tyler saying what a waste of capital advertising here is literally transferring Tesla's cash into Elon's pockets. Every single person on this app knows what a Tesla is, they're not going to reach a single new person advertising here.

欢迎来到《上电》，我是主持人迪伦·卢米斯。正如索耶所指出的，特斯拉终于开始在X平台上进行付费广告。现在我看到很多人对这一消息的反应是这样的。泰勒说在这里做广告就是浪费资本，实际上是把特斯拉的现金转移到埃隆的口袋里。这个应用上的每个人都知道特斯拉是什么，他们不会通过在这里广告来接触到任何新的人。

I'll admit on X, inside the Tesla bubble, it feels like everybody on the platform is hyper aware of both Tesla and Elon. But if you look at the actual numbers, I'm not sure that's the case. Before that, I have to give some credit where it's due for the creation of this meme. According to data from the end of last year, X is currently the 14th most popular social media platform in terms of active monthly users. X's AMU is coming in around 556 million.

我得承认，在X平台内部，对于特斯拉和埃隆，似乎每个人都异常关注。但是如果你看看实际数字，我就不确定是不是真的如此了。在此之前，我必须对这个梗的创造给予一些应有的赞赏。根据去年年底的数据，X目前是在活跃月度用户方面排名第14的最受欢迎的社交媒体平台。X的活跃月度用户大约有5.56亿。

Of that number, only 171.4 million actually follow Elon, which is roughly 30%. Even if you were to assume less than half of the active monthly users are potential Tesla customers, that roughly 200 million figure is still significantly larger than the between 5 and 6 million current Tesla owners. And that would be around 30 million people that don't follow Elon that could be potential Tesla customers, even if not now, then maybe in the future.

在这些人群中，只有1.714亿人实际上关注着埃隆，大约占总人数的30%。即使你假设不到一半的活跃月度用户潜在地成为特斯拉的顾客，那2亿人的数字仍然远远超过目前拥有特斯拉的5到6百万人。那就意味着大约有3000万人不关注埃隆但有可能成为特斯拉的潜在顾客，即使现在不是，将来也许会成为可能。

Honestly though, this most likely just boils down to return on investment. There's probably a chance that Elon is getting some sort of discount for advertising on X his own platform. Even a 10-20% haircut could make a pretty significant discount in terms of the ROI on this advertising effort. I'm not by any stretch trying to argue advertising on X is going to be the most effective thing to do for Tesla, but to argue that this is going to be a waste is certainly a bit aggressive.

老实说，这很可能就归结为投资回报。埃隆很有可能得到在他自己的平台上进行广告投放的某种折扣。即使是10-20%的折扣，对于这次广告投放的投资回报率来说，也可以产生相当大的折扣。我并不是想要说在X平台上进行广告投放对于特斯拉来说会是最有效的做法，但是说这是一种浪费肯定有些过激了。

I'd also add, just because people are generally aware of Elon and Tesla does not mean they know key details like you can get a Model Y starting around 36.4 thousand dollars. And to the questions, what about the majority of people who are not on X? Just know, when it comes to paid advertising, I used to do this professionally for a brief stint. It is literally all about testing. Tesla is already doing some of that testing on YouTube, so in the weeks ahead, I'm sure they're going to compare and contrast their ROIs on the ads as best as they can and go with the best option. It's a simple fact that Tesla will never figure out how to advertise optimally unless they test a bunch of different methods on all different platforms. You can't do it all at once. They need to do it bit by bit, which as far as we can tell is exactly what they're doing. Tesla needs time testing these ads and refining its messaging on platforms like X and YouTube before it would ever consider branching out into more traditional methods like television or Super Bowl advertising.

我还想补充一点，仅仅因为人们普遍知道埃隆和特斯拉，并不意味着他们了解一些关键细节，比如你可以以约3.64万美元开始购买一辆Model Y。还有一个问题，那些没有接触过X的人呢？要知道，在付费广告方面，我曾经专业地从事过一段时间。测试是最重要的。特斯拉已经在YouTube上进行了一些测试，在接下来的几周里，我相信他们会尽力比较和对比广告投资回报率，并选择最佳选项。一个简单的事实是，特斯拉如果不在各个不同的平台上试验大量不同的广告方式，就永远不会找到最佳的广告方法。他们不能一次性做到所有这些。他们需要一点一点地做，就像我们所能看到的那样。特斯拉需要时间在像X和YouTube这样的平台上测试这些广告，并在考虑进一步使用传统的电视或超级碗广告之前，完善其信息传达方式。

In another brand building move, the Cybertruck has officially arrived in Japan, and it sounds like it'll be there for most of February. Drive Tesla Canada is also reporting the Cybertruck is expected to arrive in Germany this spring. No specific dates yet, but the word is the Cybertruck will arrive at the largest Tesla delivery center in Europe in Holesgirdlingen. If I was a European, I'd be keeping my expectations very low in terms of potentially being able to buy the Cybertruck anytime in the next two years. Multiple Tesla executives have already said Cybertruck in China or Europe due to regulations would be very difficult without significant changes.

在另一项品牌建设举措中，Cybertruck已正式抵达日本，并且听说它会在大部分时间待在那里直到二月底。Drive Tesla Canada还报道说，预计Cybertruck将在今年春天抵达德国。虽然具体日期尚未确定，但有传言称Cybertruck将抵达德国最大的特斯拉交付中心Holesgirdlingen。如果我是一个欧洲人，我会对未来两年内有可能购买Cybertruck保持非常低的期望。多名特斯拉高管已经表示，由于法规的原因，Cybertruck在中国或欧洲销售将会非常困难，除非进行重大改变。

We got the Tesla China weekly insurance number, came in at 10,600 units, comparing it to the same week in quarter four. That number was 14,000. The breakdown for this week was 7,700 model-wise, 2,900 model threes. Through the first five weeks of the quarter, we are ahead of the Q4 and also the record quarter pace by 4,300 units, sitting at 45,7,000. Don't forget, we're going to have one more partial week for this data and then the Chinese New Year actually starts this year February 10th and celebrations last for seven days. We won't get into the details of this for obvious reasons, but in case you didn't know, Tesla does also do special holiday updates for the Chinese market as well.

我们获取了特斯拉中国每周保险数据，为10,600辆，与第四季度的同一周相比。当时的数字是14,000辆。本周的数据为7,700辆各个车型，以及2,900辆Model 3。在本季度的前五周，我们领先于第四季度，以及创纪录季度的4,300辆，总计达到45,7,000辆。不要忘记，我们还有一周的数据和接下来的中国春节，今年春节从2月10日开始，为期七天。出于明显的原因，我们不会详细介绍，但是如果你不知道的话，特斯拉也会为中国市场提供特别的节日更新。

This was a pretty extensive update. Choice hotels announced an agreement with Tesla to offer Tesla Universal wall connectors to participate in Radisson, Cambria comfort, country in and suites, quality in and other choice branded hotels across the US. Choice branded properties can add four or more charging stations for guests and the travelers can use the EV charging filter on choicehotels.com and the Choice Hotels mobile app.

这次是一次相当全面的更新。Choice酒店宣布与特斯拉达成协议，向美国各地的Radisson、Cambria comfort、country in and suites、quality in 和其他Choice品牌酒店提供特斯拉通用壁式充电器。Choice品牌的酒店可以为客人增加四个或更多的充电站，旅客可以在choicehotels.com和Choice Hotels手机应用上使用电动汽车充电过滤器。

Currently, 41% of choices Cambria Hotels offer EV charging and by the end of 2024 all are expected to be outfitted with at least one charging station. I was able to find at the end of 2023 there were 6,101 choice locations in the United States alone. Since this was a US only agreement, it's encouraging to see that most of their locations are indeed in the States. That agreement did say and other choice hotels, so total they have 22 distinct brands of hotels, not just the few they listed. Another choice name you may be familiar with, the Econo Lodge.

目前，Cambria酒店中的41%提供EV充电设施，到2024年底预计所有酒店将配备至少一个充电站。我找到了2023年底仅在美国就有6,101个choice酒店位置。由于这是一项仅限美国的协议，看到大部分他们的酒店都在美国是令人鼓舞的。该协议中提到了其他choice酒店品牌，所以他们总共有22个不同的酒店品牌，而不仅仅是他们列出的几个。你可能熟悉的另一个choice品牌就是Econo Lodge。

I'm guessing many of you got the email as I did Tesla is now offering a model 3 plus demo drives across the country, so if you're interested to reach out to your local showroom and see when that availability begins. McKinsey and Co just did a new study of over 1,600 customers spanning China, Germany and the United States. Nearly 60% of EV customers would switch brands to gain better vehicle connectivity. Based on everything I've seen online, it seems like some Chinese brands and Tesla are head and shoulders above the rest when it comes to in-car connectivity. Maybe Hyundai Kia are a close third, I'd be curious what you guys think.

我猜想你们中的许多人都收到了和我一样的电子邮件，特斯拉现在正在全国范围内提供Model 3的试驾机会，所以如果你有兴趣，请联系你当地的展示厅，看看何时可以开始试驾。麦肯锡公司刚刚对中国、德国和美国超过1600名客户进行了一项新的研究。将近60%的电动汽车客户会为了获得更好的车辆连接性而换品牌。根据我在网上看到的一切，似乎在车载互联方面，中国品牌和特斯拉遥遥领先其他品牌。也许现代起亚是第三名，我很想知道你们的看法。

I know this is a pretty small sample size, but I'd be pretty confident guessing that this is actually the case for the majority of people. McKinsey said the findings present both a challenge and an opportunity for legacy automakers in the US. On one hand, Chinese automakers are setting new standards in connectivity according to the survey. And Tesla has built a reputation for smoothly integrated software. If I'm on Tesla's advertising team, this is going right into the playbook.

我知道这个样本规模相当小，但我相当有信心猜测这实际上是大多数人的情况。麦肯锡表示，这些调查结果对美国传统汽车制造商既是挑战，也是机遇。调查显示，中国汽车制造商在连接性方面设定了新的标准。而特斯拉在完美整合软件方面建立了声誉。如果我在特斯拉的广告团队，这将被列入实施计划中。

From not a Tesla app in an upcoming Tesla software update, there will be a new feature called reminder to plug in at home. So if you normally charge your car to 80%, and you arrive home with 30% left and you forget to plug in, Tesla will send you a notification reminding you to plug in. The release notes say specifically, you'll get that notification when you park at home with less than half of your charge limit. The expectation is this feature will indeed be optional.

在即将发布的特斯拉软件更新中，将会有一个名为“在家插电提醒”的新功能，而不是特斯拉App。因此，如果你通常将电车充电至80%，当你回家时还剩30%电量并忘记充电，特斯拉将向你发送通知提醒你插电。发布说明中特别指出，只有当你回家停车后电量低于一半时才会收到该通知。预计该功能将是可选的。

Jotet Meyer has not been able to travel to the lithium refinery in the past few months, so we haven't had an on-site update, but he was able to get some pictures from some other users and he puts together this quick informative video. Just want to show you a quick clip. We got some new images that show the state of construction of the main plant. Now this is the official rendering of how the plant will look when it is completed. It is broken into three main parts, the pyrometal, metallurgical part, the hydrometal orgical part, and the final processing section, as you can see by this image. And most of the pictures that we got that we're going to be looking at today are in this yellow section, which is part of the pyro and hydrometallurgical sections of the site.

Jotet Meyer在过去几个月里无法前往锂矿精炼厂，所以我们没有现场更新，但他成功从其他用户那里获得了一些照片，并制作了这个简短的信息视频。只是想给你展示一个快速的片段。我们有一些新的图片，展示了主要工厂的建设状态。这是工厂完工后的官方效果图。它被分为三个主要部分，即热冶部分、冶金部分、湿冶部分和最终加工部分，正如您可以从这张图片中看到的那样。而我们今天将要查看的大部分图片都位于这个黄色区域，它是工地的热冶和湿冶部分的一部分。

Here's the first of the three photos. Great, nice, close-in shot. This shows some of the steel superstructure, the concrete bases, and the rotating kiln on the top and the rotating cooler. This is a critical part of processing the spodumene concentrate, which is the raw material that comes into the plant and eventually will create the lithium hydroxide for the battery cathode plant up at Giga, Texas. Now referring back to the render, I'm showing you that this is the first of two parallel processing parts of the plant. And we're looking at just the first of those two. The goal is to get this online soon. And then once the first half of the plant is operating, then they'll get the second half of the plant at a later date, probably later this year.

这是三张照片中的第一张。非常好，很漂亮，近距离的拍摄。这张照片展示了部分钢结构、混凝土基座以及顶部的旋转窑和旋转冷却器。这是处理辉石矿精矿的关键环节，这是进入工厂的原材料，最终将制造出用于吉加特克萨斯州电池正极工厂的氢氧化锂。现在回到渲染图上，我向您展示这是工厂中两个相互平行的加工部分中的第一个。我们正在看的是这两个部分中的第一个。目标是尽快使其投产。然后，一旦工厂的第一半开始运营，他们将在稍后的日期获得工厂的第二半，可能在今年晚些时候。

This wider angle shot is a great one to give us a good perspective on the steel superstructure, the rotary kiln, and cooler mounted on those really substantial concrete bases. Dyewa has downgraded Tesla stock. As always, though, I'm mostly just interested in their rationale. They said corporate governance concerns are aggravating already tough financial conditions in 2024. They said a reshuffling of the board might cause delays in decision making and limit investment time horizons.

这个更宽广的角度拍摄给了我们一个很好的视角，可以看到钢结构、旋转窑和安装在非常坚固的混凝土基座上的冷却器。戴瓦降低了特斯拉股票的评级。然而，我对他们的理由最感兴趣。他们表示，企业治理问题加剧了2024年已经严峻的财务状况。他们认为董事会的重新洗牌可能会导致决策延迟，并限制投资的时间范围。

Well, this is the trickiest part for Tesla because essentially anything the board does is compensation or major decisions can be challenged now by investors because, you know, Delaware said the board is an independent. And so it would be false and misleading to imply that they are. So they really need to get rid of three or four board members and replace them with truly independent board members that have no financial ties to Elon. And the problem with that is that Elon isn't going to want to deal with those people. And I learned this when I ran for the board a year ago, there's no desire from anybody at Tesla or within Elon circle to have an independent board. Elon controls the company 100%, even though he only owns 13% of the company.

嗯，这对特斯拉来说是最棘手的问题，因为实际上董事会所做的任何事情，包括补偿或重大决策，现在都可能受到投资者的挑战，因为，你知道的，特拉华州称董事会是独立的。因此，暗示他们是独立的是虚假和误导的。所以他们真的需要摆脱三四名董事会成员，并用真正独立的董事会成员来代替，这些人与伊隆没有任何财务关系。问题在于伊隆不想与那些人打交道。当我一年前竞选董事会时，我就了解到这一点，特斯拉内部或伊隆的圈子里没有任何人希望有一个独立的董事会。伊隆百分之百控制着这个公司，尽管他只拥有公司的13%。

But it's going to be very hard for the company to move forward with the current board. And this is, I think, one of the reasons the stock is selling off is because changes have to be made if there's going to be legally binding things happen. But Elon certainly isn't going to like those changes. So how does this all work itself out? And I think that's the challenge Tesla investors are facing.

但是对于公司来说，在现有董事会的情况下，要向前发展将会非常困难。我认为这是股票正在遭受抛售的原因之一，因为如果要发生具有法律约束力的事情，就必须进行改变。但埃隆肯定不会喜欢这些变化。那么这一切将如何解决呢？我认为这是特斯拉投资者面临的挑战。

So putting your disdain for Ross Gerber aside for a moment, does his argument have any basis in fact? I think we need to touch on this because I've seen more than a few people say what's the big deal? Why does Tesla need independent directors if they're succeeding as a company? The actual answer? A public companies board must comply with various SEC and stock exchange rules meant to guarantee board independence and competence. It's true, there are no specific minimum board size requirements for public companies, but because of the various committees that public companies will have, most companies choose to have at least six independent directors. Both the New York Stock Exchange and the NASDAQ require that a majority of board members be independent.

将您对罗斯·格伯忽略一会儿，他的论点是否有事实依据呢？我认为我们需要涉及这个问题，因为我看到很多人都说：“怎么了？特斯拉作为一家公司已经很成功了，为什么需要独立董事？”实际的答案是，上市公司的董事会必须遵守各种证券交易委员会和股票交易所的规定，以确保董事会的独立性和能力。的确，对于上市公司，并没有特定的最低董事会规模要求，但由于上市公司常常设立各种委员会，大多数公司选择至少有六名独立董事。纽约证券交易所和纳斯达克都要求董事会成员的大多数必须是独立董事。

In Tesla's case, they currently have eight board members, a majority would require at least five more than half. Things get a lot more granular quickly. For example, when it comes to the audit committee, SEC rules require public companies to have an audit committee comprised of at least three independent directors who meet the SEC's enhanced independent standards. Just know, those independent standards really are not black and white, and it's also not something that you figure out one time and then it stays that way forever as businesses grow and evolve, relationships grow and evolve. It's something that needs to be reviewed in an ongoing fashion.

在特斯拉的案例中，他们目前有八位董事会成员，多数意味着至少需要超过半数的五个人。事情很快变得更加细致。例如，就审计委员会而言，美国证券交易委员会规定上市公司必须设有由至少三名独立董事组成的审计委员会，并符合SEC的增强独立要求。只要知道，这些独立要求并不是非黑即白的，并且它也不是一次搞清楚后就会一直保持不变的。在企业成长和演变的过程中，关系也会成长和演变。这需要不断进行审查。

To keep things simple for purposes of this video, of these eight Tesla directors listed, technically speaking, five of them would need to be independent for Tesla to move forward in a way where they shouldn't have to worry about their decisions being overturned by a judge based on lack of independence. I'd like to make it clear right now, this is not what I believe, if it was up to me, I'd probably be fine with Elon rolling with some of his buddies as long as the success of Tesla continues and all of the things we learn about the company are on track with where we want them to go. But as you've seen, it's not up to me, there are indeed rules in place.

为了简单起见，在这个视频中，这八位特斯拉董事中，从技术上讲，要保持独立性的董事至少需要五位，这样特斯拉才能在不用担心他们的决策因缺乏独立性而被法官推翻的情况下继续前进。我想明确一点，这并不是我个人的观点，如果由我决定，只要特斯拉的成功持续下去，我们对公司所了解的一切都符合我们的预期，我可能会接受埃隆和他的一些朋友一起合作。但正如你所见，这并不由我决定，确实存在相关规定。

My honest breakdown, Elon not independent, it's really his company. Ira Aaron Price, probably not independent, he was at Kimball's wedding and has been friends with Elon now for some time. Murdoch has been friends with Elon for decades, they've gone on multiple family vacations together and he was also at Kimball's wedding, so honestly, probably not independent. Strouble is actually a co-founder of Tesla who built a significant portion of his wealth through Tesla. Kimball is obviously Elon's family, so that leaves us with Robin, Joe Gebia, and Kathleen Wilson-Thompson that you could make a strong argument that are actually independent. Doing the math, that's 3 out of 8, that's not a majority and that's why Judge McCormick had some issues with the comp plan.

我的真实看法是，埃隆不是独立的，这真的是他的公司。伊拉·亚伦·普赖斯可能也不是独立的，他参加了金宝的婚礼，而且他与埃隆已经是朋友有一段时间了。默多克与埃隆是几十年的朋友了，他们一起度过了多个家庭度假，并且他也出席了金宝的婚礼，所以说实话，可能也不是独立的。斯特鲁布尔实际上是特斯拉的联合创始人，通过特斯拉积累了大部分财富。金宝显然是埃隆的家人，所以我们只剩下罗宾、乔·吉比亚和凯瑟琳·威尔逊-汤普森，他们可以说是实际独立的。做一下计算，这是8个人中的3个，那不是多数，这就是为什么麦科密克法官对这个报酬计划有些问题的原因。

I'm gonna say it again because I know some of you are going to misconstrue what I'm saying. I love Tesla's current board, I think they've done an awesome job, I wouldn't really push back on anything, the success of the company is speaking for itself. Again, if it was up to me, I wouldn't want a bunch of adversaries on Tesla's board constantly disagreeing with Elon and trying to go a different direction. Ideally, you'd have a team of people working together with a common vision, working toward a common goal.

我会再说一遍，因为我知道有些人会误解我的意思。我非常喜欢特斯拉现任的董事会，我认为他们做得非常出色，我对任何事情都不会有太多反对意见，公司的成功已经证明了一切。再次强调，如果能由我决定，我不希望特斯拉的董事会上有一群对抗派一直与埃隆意见相左，试图朝着不同的方向发展。理想情况下，你希望有一个共同愿景的团队共同合作，朝着共同的目标努力。

Part of the reason this is so important to understand, don't forget why Elon just said he wants 25% of the company, so his company can't be taken over by nefarious actors in the future. If Tesla doesn't appeal the Delaware verdict and the precedent stands that Tesla's board was actually found as not independent, you can start to see how that could raise some problems for Tesla in the future if nefarious actors try to take over the company. If the pressure to remove some of these non-independent board members gets loud enough and some more adversarial actors end up on Tesla's board, then I would argue Tesla would lose a bit of the magic they have with this group of 8 right now. We'll see how Tesla chooses to handle this going forward and look, I know this isn't the most enjoyable thing to talk about, I just want to do my best to make sure that everybody is educated and informed on the matter. I know and agree that most Tesla shareholders are on the same page, they support Tesla's board and the decisions they've made so far, but you have to think about a future hypothetical scenario where inequity compensation plan and amendments are not subject to shareholder approval, what if it was only subject to the company's compensation committee or a majority of the company's independent directors. This right here is how company takeovers happen, this is why I like Tesla's board as it is and I hope they can find a way to keep it as is and why I would love to see Elon get back to 25% ownership of Tesla so things like this are less likely.

这个理解是如此重要的一部分，不要忘记埃隆刚刚说他想要拥有公司25%的股份的原因，这是为了防止未来有不良行为的人接管他的公司。如果特斯拉不上诉德拉华州的判决，并且判例认定特斯拉的董事会实际上并不是独立的，你可以看到，如果有不良行为者试图接管这家公司，这可能会给特斯拉未来带来一些问题。如果要求去除这些非独立董事会成员的压力足够大，并且一些更具对抗性的行为者进入特斯拉的董事会，那么我认为特斯拉将会失去他们当前所拥有的一部分魔力。我们将看到特斯拉选择如何处理这个问题，并且我知道，这并不是一个最令人愉快的话题，我只希望尽力确保每个人都对这个问题有所了解。我知道并同意大多数特斯拉股东都对此持相同观点，他们支持特斯拉的董事会和他们迄今为止做出的决策，但你必须考虑到一个未来的假设情景，即不公平补偿计划和修正案不受股东批准，而只受公司的薪酬委员会或多数独立董事的批准。这正是公司控制权转移发生的方式，这就是为什么我喜欢特斯拉的现任董事会，并且我希望他们能够找到一种方式来保持现状，也希望看到埃隆重新拥有特斯拉25%的股权，这样类似的情况就不太可能发生。

Mercedes has now beat Tesla to market in the United States with an electric sprinter van. This vehicle will be built in America in Charleston, South Carolina, it'll have a 113 kWh battery pack and they're saying a range around 250 miles on the EPA cycle. The load capacity for the van, 2624 pounds. It should be noted this vehicle can also come in two other battery configurations, 56 or 81 kWh. The e-sprinter can be charged to 100% every night using LFP technology. For DC fast charging speeds it'll get up to 115 kW. It has a 10 inch touch display that does have Apple CarPlay or Android Auto. This vehicle will start at $71.8 thousand dollars.

梅赛德斯现已在美国市场上超越特斯拉推出了一款电动斯普林特货车。这款车将在美国南卡罗来纳州的查尔斯顿工厂生产，电池容量为113千瓦时，在EPA循环测试中的续航里程大约为250英里。斯普林特货车的载重量为2624磅。值得注意的是，该车还有两种其他电池配置可供选择，分别为56或81千瓦时。使用LFP技术，e-sprinter每晚可以充电至100%。快速直流充电时，它可达到115千瓦的充电速度。车内配备了10英寸触摸显示屏，支持苹果CarPlay和安卓Auto功能。该车的起价为71,800美元。

The UAW says it signed up the majority of employees at VW's Tennessee plan. With that over 50% support under US law a company can voluntarily recognize and negotiate with a union once a majority of workers have signed union cards or they can refuse to do so. The UAW has said it will seek recognition once it has 70% of a plant signed up.

美国汽车工人联合会（UAW）表示已经招募了大部分大众汽车田纳西工厂的员工。根据美国法律规定，如果企业的员工大多数签署了工会卡，公司可以自愿承认并与工会进行谈判，也可以拒绝这样做。UAW表示，一旦工厂的员工签署工会卡的比例达到70%，他们将寻求被承认。

What's that they say asking you shall receive yesterday we said eventually Kyle Connor will get his hands on the 2025 Porsche Taycon and today here we are. It would hold full power from basically 3% to 47% and it would never hit a ledge it just ripped all the way up top and it's truly the benchmark. Truly the benchmark it adds more energy in 15 minutes through our 10% challenge than any other car I've tested and now there's a new one that can do way more. I mean the only benchmark is itself which is cool. Now in terms of of competitors in this segment, Lucid charges faster 351 kW I've seen on Lucid but the curve at least in the existing cars that I've had a chance to charge isn't great. And I know certain models like maybe the sapphire and the grand touring performance they have a little bit better curve. I don't think they have a curve like what you're about to see here with the Taycon though. I mean this is going to be totally mind blowing what you're about to watch.

他们说什么，问你就会得到，昨天我们说康纳(Kyle Connor)最终会拥有2025年款保时捷Taycon，而今天我们就实现了。它从基本上的3%到47%都具备充沛的动力，绝对不会卡住，在加速时一直稳定高速，确实是标杆性能。这辆车在我们的10%挑战中比我测试过的任何其他车型在15分钟内提供更多电量，现在还有一辆更强大的新车型。我指的是它唯一的标杆就是自己，这很酷。在这个市场竞争对手方面，Lucid的充电速度更快，我见过Lucid的充电速度达到351千瓦，但至少在我用过的现有车型中，充电曲线不太好。我知道某些车型，比如Sapphire和Grand Touring Performance，它们的曲线可能会更好一些。虽然我不认为它们有Taycon这样的加速曲线。你即将看到的将会是完全令人惊叹的。

You can see charging power ramping up we're at 290 kW right off the bat and it's ripping. But look at this five minutes we're at 25% we've added 30 kW in six minutes. It's unbelievable 320 kW charging that peak speed really happening in that 30 to 40% region peaking at 334 335 kW delivered basically it held 300 kW over 300 kW for 12 minutes maybe 11 minutes because it did take that first couple percent to shoot right up. But that's insane. That is unheard of. I mean we just read you know that's all you need a charging session for you should never really charge past 65% on a road trip it dips at 80% comes down but it's still doing 200 kW to high 70% and then it meanders its way up top. And by meandering I mean it's still doing 90 kW at 85% which for those of you who know electric cars is pretty rare. So an absolute monster charging curve but essentially the yellow line is what's being delivered from the charger to the car. There's a hard drop again at 62% in our test and then you know walks its way basically down from there.

你可以看到充电功率迅速上升，我们一开始就达到了290千瓦，速度很快。但是看看这五分钟，我们已经充到了25%，在六分钟内增加了30千瓦。这简直是难以置信，320千瓦的充电速度，峰值在30%至40%的区间，峰值达到334至335千瓦。基本上它保持了超过300千瓦的充电速度持续了12分钟，也许是11分钟，因为前几个百分比增长速度较快。但这太疯狂了，这是闻所未闻的。我的意思是，我们刚才读到的就是所需要的，一次充电就够了，在公路旅行中你通常不需要充到超过65%，充到80%会有下降，但是仍然可以达到200千瓦，直到接近70%，然后逐渐上升。当我说逐渐上升时，我的意思是在85%时它仍然可以提供90千瓦的充电功率，对于了解电动汽车的人来说，这是相当罕见的。所以这是一个绝对的怪物充电曲线，橙色曲线实际上是从充电器传输到车辆的电能。在我们的测试中，62%会有一个明显下降，之后就会逐渐下降。

The green line is what's going into the battery pack on the ticom. So we know that curve we just saw that curve it's a fat curve you get the peak and the plateau all in one. I mean you really can have your cake and eat it too. I've never truly seen anything like this. I have to admit it's kind of exciting seeing one of these legacy OEMs actually set the benchmark when it comes to charging speeds and now on a charging curve. Sure questions remain can the public charging infrastructure actually support charging speeds like this at scale. That's definitely to be determined. Maybe more importantly to the question I posed yesterday what about battery degradation over time charging at these speeds for that long. Portia's engineers are saying they've been buying back tycons that have over 185,000 miles on them and they're saying the batteries are lasting way longer than they were expecting with minimal degradation. So far looks like some excellent engineering from the Porsche team.

翻译：绿线表示的是给蒂康（车型）电池组充电的电流。所以我们知道刚才看到的曲线，这是一个很大的曲线，你可以在其中同时获得峰值和平台期。我的意思是，你真的可以两全其美。我从未真正见过类似的东西。我必须承认，当涉及到充电速度和充电曲线时，看到这些传统制造商确立标杆实在是令人兴奋。当然，问题仍然存在，公共充电设施是否能够真正支持这样规模的充电速度，这还有待考验。更重要的是，针对我昨天提出的问题，长时间以如此快的速度进行充电，电池会随时间的推移发生多大的退化呢？保时捷的工程师表示，他们回购了185,000英里以上的蒂康，而且他们称电池的寿命比他们预期的要长得多，并且几乎没有退化。迄今为止，看起来保时捷团队的工程是非常出色的。

Lucid signed a deal with Saks 5th Avenue who will actually host test drives and do some marketing for Lucid. Lucid will also get a dedicated website on the Saks 5th Avenue webpage. Just a friendly reminder that not every Boston Dynamics video needs to be immediately compared to Tesla and Optimus. Boston Dynamics is not a great comp for what Tesla is working on. Although yes now Boston Dynamics and Atlas does indeed have some hands or claws as I would call them just wanted to remind everybody it's okay to just appreciate the technology and not get into this comparison debate all the time.

Lucid与Saks Fifth Avenue签署了一项协议，Saks Fifth Avenue将会为Lucid主办试驾活动并进行一些营销推广。Lucid还将在Saks Fifth Avenue网站上拥有一个专门的网页。友情提醒，并非每个波士顿动力公司的视频都需要立即与特斯拉和奥普蒂玛斯进行比较。对于特斯拉正在开展的工作，波士顿动力公司并不是一个很好的参照对象。尽管现在波士顿动力公司的Atlas确实有一些称之为“手”或“爪子”的装置，但我只想提醒大家，欣赏这项技术，不要一直参与这种比较争论。

Toyota is investing in additional 1.3 billion dollars in Kentucky to build a battery assembly line. All they said was the investment would cover future electrification efforts perhaps for the busy 5x. The sales for this assembly plant will be sourced from their own factory in Liberty North Carolina which is supposed to be a $13 billion project. Zipping through Ford's Q4 earnings they did beat Wall Street expectations on the top and bottom line. Auto revenues came in $3 billion over expectations and they did forecast strong results for 2024. You can pause and read these numbers if you'd like to but I really want to focus on their model E division. Just so you know though overall in the fourth quarter they had a net loss of $526 million but there was a $1.7 billion non-cash accounting loss due to retiree benefits. Also for the whole business for the full year 2023 Ford's net income was $4.3 billion.

丰田汽车公司将在肯塔基投资额外13亿美元，用于建设一条电池组装线。他们表示这笔投资将涵盖未来的电动化努力，可能是为了旗下繁忙的5X型号。该组装厂的销售将来自他们在北卡罗来纳州自由市的自有工厂，该工厂预计将投资130亿美元。我读了福特第四季度的收入报告，他们在收益和利润上超过了华尔街的预期。汽车收入超出预期30亿美元，并且他们预测2024年将有强劲的业绩。如果你愿意，你可以暂停阅读这些数字，但我真的想重点说一下他们的E系列车型。顺便提一下，尽管整体而言，他们第四季度净亏损为5.26亿美元，但由于退休福利，有1.7亿美元的非现金会计亏损。此外，2023年整个业务的纳福特净收入为43亿美元。

Shifting to their model E division full electric for the full year 2023 they lost $4.7 billion. Doing the math that means they lost about $38,000 on each full bev across 2023. For this year they're predicting to cut that number by $10,000 per vehicle taking that to $28,000 lost on each EV sold. In the fourth quarter 2022 model E lost $631 million. Fourth quarter last year it lost $1.57 billion. No surprise same story as GM Ford has a strong ice business that will hopefully subsidize their transition to EVs. Ford CFO said the customer insights were getting by being an early mover in electric pickups, SUVs and commercial vehicles are invaluable especially as we're developing next generation EVs that are going to surprise customers and be profitable within a year of launch. More than 290,000 blue crews equipped Ford and Lincoln vehicles are now on the road with customer use exceeding 2.3 million hours and 156 million hands free miles and counting.

在全年2023年，他们转向了全面电动车型E部门，亏损了47亿美元。通过计算，这意味着他们在2023年的每辆全电动车上亏损了约3.8万美元。今年他们预计每辆车将减少1万美元，每辆电动车的亏损将降至2.8万美元。2022年第四季度，模型E亏损了6.31亿美元。去年的第四季度，亏损了15.7亿美元。毫不奇怪，和GM一样，福特也有强大的内燃机业务，希望能为他们过渡到电动车提供资金支持。福特首席财务官表示，作为电动皮卡、SUV和商用车的早期开拓者，我们获取的客户见解是无价的，特别是在我们开发下一代电动车并在上市一年内实现盈利的时候，这些见解将会令顾客感到惊喜。超过29万辆配备了蓝色集团技术的福特和林肯车辆现在已经上路，客户使用时间超过230万小时，行驶里程超过1.56亿英里且不断增加。

Tesla stock closed the day at $185.10 up 2.23% on the day while the NASDAQ was only up 0.07%. It was a modestly higher volume day for Tesla stock trading about 12 million shares above the average 30 day volume. Of note today, Rivian, Lucid, Polestar and Ford were all up over 3.75% as high as 8.7% in the case of Lucid. I hope you guys have a wonderful day, you can find me on X linked below. Please like the video if you did and a huge thank you to all of my Patreon supporters.

特斯拉的股票收盘价为185.10美元，涨幅为2.23%，而纳斯达克指数仅上涨0.07%。特斯拉的交易量较平均30天交易量高约1200万股，这是一个相对较高的交易量日。值得注意的是，今天Rivian、Lucid、Polestar和福特的股票均上涨超过3.75%，其中Lucid的涨幅高达8.7%。希望大家有一个美好的一天，你们可以在下方找到我的X链接。如果你喜欢这个视频，请点赞，非常感谢所有我的Patreon支持者。