New ARK Report on Tesla / Ford...Really?! / Cybertruck Sales Boost ⚡️

Welcome to Electrified, it's your host, Dilunumus. On yesterday's video, when it comes to the Canada plan to delay those tariffs, as some of you point out, turns out most of that deal was already in place as of late last year under Biden. So it does appear like the threat of tariffs on Canada has accelerated that deal, if anything, but again, most of it was already in place, so apologies for that one. ARK Invest put out its big ideas report for 2025, and as you would expect, Tesla is mentioned quite frequently. And look, I'm not advocating for ARK's investments in the short term, but personally, I find value in its research over the long term when it comes to tech disruption. Not that their research is bulletproof, but they've clearly been one of the few to understand the Tesla story for a long time. For this chart, they have Waymo's intervention rate around that 17,000 miles per intervention number, and ARK is expecting Tesla's FSD 13.4, maybe released in quarter one, to exceed that rate. And the human driver accident rate is closer to 1 million miles between interventions, and they're expecting FSD 13.6 in the second half of this year to be on par with that level. That would be made possible by a near doubling of compute at Cortex in Austin. I'm not sure where ARK is getting its compute figures from, though.

欢迎来到Electrified，我是你的主持人Dilunumus。在昨天的视频中，有关加拿大推迟关税的计划，正如一些人指出的那样，事实证明早在去年年底，在拜登领导下，该协议的大部分内容已经到位。所以看起来对加拿大的关税威胁加速了这个协议的实施，但大部分内容其实已经确定，因此为此向大家道歉。ARK Invest发布了2025年的大创意报告，毫无意外地，特斯拉经常被提及。看看，我并不是在推崇ARK的短期投资，但我个人觉得他们的研究在技术变革的长期中有价值。他们的研究并不是无懈可击的，但显然他们是少数长期理解特斯拉故事的人之一。在这张图表中，他们指出Waymo的干预率大约为每17000英里干预一次，而ARK预计特斯拉的FSD 13.4可能在第一季度发布，并超过这个数值。而人类司机的事故率则接近每100万英里干预一次，他们预计今年下半年发布的FSD 13.6能够达到这个水平。这将通过奥斯汀的Cortex计算能力几乎翻倍实现。不过，我不太确定ARK从哪里获得计算能力的数据。

The last update we got from Tesla, they were supposed to be at about 85,000 H100 equivalent GPUs at the end of 2024. This from the quarter three slide deck. Then in the quarter four deck, Tesla said they increased AI training compute by over 400% in 2024. So nothing official has been reported, but given Tesla's plans to increase its CapEx on AI compute, I think a doubling for 2025 for H100 equivalent GPUs is definitely reasonable and on the table. This was the pretty self-explanatory chart. It was ARK's 2014 estimates of when different brands would release their autonomous vehicles. Fast forward a decade and only Tesla and Google's Waymo are still in the mix. And listen, props to ARK for being transparent like this because they're reminding everybody that in 2014 they thought Tesla would launch its RoboTaxi fleet sometime before 2018.

根据来自特斯拉的最新更新，他们原计划在2024年底达到约85,000个H100等同GPU的规模。这一信息来自第三季度的幻灯片演示。而在第四季度的演示中，特斯拉表示他们在2024年将AI训练计算能力增加了超过400%。目前虽然没有官方报告，但考虑到特斯拉计划增加对AI计算的资本支出，我认为在2025年实现H100等同GPU数量翻倍是合理且可行的。图表内容相对简单明了，是ARK在2014年对不同品牌发布自动驾驶汽车时间的预测。快进十年后，只有特斯拉和谷歌的Waymo仍在行列中。值得称赞的是，ARK很透明，他们提醒大家在2014年时，他们认为特斯拉会在2018年前后推出其RoboTaxi车队。

When it comes to this page showing some of the companies working on RoboTaxi's and how the US and China are really leading the way, in case you're wondering, wait a second, why wouldn't Huawei's ADS be on the list for China? It's because so far, Huawei and Avatar have not announced any plans to make their vehicles RoboTaxi's in the future, they're really strictly focused on driver assistance right now. When it comes to an annualized commercial ride run rate, Waymo right now is leading the way at about 9 million rides per year, followed by Baidu's Apollo go at about 3 million rides per year. But when it comes to autonomous miles and an annualized run rate, Tesla is at about 3.5 billion miles per year and then there's everybody else. ARK said by 2030, their research suggests the number of RoboTaxi's will have scaled to about 50 million globally with Tesla at a 50% market share. For what it's worth personally, I think that 50 million number is a bit high by 2030. If it was me, I'd be expecting between 10 and 20 million, but of course I'd be happy to be wrong on that one.

在这页展示了一些正在研发自动驾驶出租车的公司的信息，以及美国和中国在这方面的领先地位。如果你在想，为什么华为的自动驾驶系统没有出现在中国的名单上？这是因为到目前为止，华为和Avatar并没有宣布计划在未来生产自动驾驶出租车，他们目前主要专注于驾驶辅助的研发。谈到每年的商业化载客率，Waymo目前处于领先地位，每年大约有900万次载客，其次是百度的Apollo，每年约有300万次。至于自动驾驶的里程数和年度里程率，特斯拉目前约为每年35亿英里，而其他公司的数据则较少。根据ARK的预测，他们的研究表明，到2030年，全球自动驾驶出租车的数量将增加到大约5000万辆，特斯拉将占据50%的市场份额。但就我个人来说，我觉得到2030年5000万这个数字有些过高。如果是我，我会预期在1000万到2000万辆之间，不过如果我是错的，我当然也会乐意看到。

Based on Tesla's expected efficiency of the CyberCab of at least 5.5 miles per kilowatt hour, paired with battery cost declines that could mean a battery could cost as little as $2,300 for a RoboTaxi. Given the drivetrain of the vehicle is about 20% of the vehicle cost, they say a CyberCab could be profitable at a price of $15,000 for below. This would be the chart to screenshot because we're always arguing that Tesla's FSD suite is going to be much more cost effective than any of the other competitors, especially the ones relying on LiDAR. Because of that, ARK thinks Tesla's cost per mile will be 30-40% lower than Waymos. I would just point out that is at scale for both Waymo and the CyberCab.

根据特斯拉预计的CyberCab效率，每千瓦时至少行驶5.5英里，再加上电池成本下降，可能意味着一块电池的成本仅为2,300美元。鉴于车辆的驱动系统占整车成本的约20%，他们表示即使售价在15,000美元或更低，CyberCab也能盈利。我们常常争论特斯拉的全自动驾驶系统会比其他竞争对手更具成本效益，尤其是那些依赖激光雷达的。因此，ARK认为特斯拉每英里的成本将比Waymo低30-40%。我想指出的是，这比较的是Waymo和CyberCab在大规模应用时的成本。

Something people forget about when it comes to autonomy, these deadhead miles, ARK calls them the number of miles driven without passengers which account for 45% of ride-hail miles today. Autonomous vehicles could reduce deadhead miles by removing the human in the loop and harnessing AI tools to predict demand and traffic patterns. With a human ride-hail cost per mile of about $2 today, the RoboTaxi has an opportunity at scale to take that cost per mile down to $0.25. The chart for Global Stationary Battery Storage and the purple is Tesla's share by year. A pretty impressive stat, Tesla accounts for about 19% of global energy storage today. As we know, with a Shanghai factory getting underway and a third Megapack factory planned, energy is set to continually be a bigger part of the Tesla story.

关于自动驾驶人们常常忽视的一点是空驶里程，ARK称之为没有乘客时行驶的里程，占了目前网约车总行驶里程的45%。自动驾驶汽车通过移除人为因素并利用人工智能工具预测需求和交通模式，可以减少空驶里程。目前网约车的人类驾驶成本约为每英里2美元，而RoboTaxi有可能将这一成本大幅降低至每英里0.25美元。不仅如此，全球固定式电池储能的图表显示，紫色部分代表特斯拉每年的份额。这是一个相当令人印象深刻的数字，特斯拉占据了全球能源储存市场约19%的份额。我们知道，随着上海工厂的进展和第三家Megapack工厂的计划建设，能源将持续成为特斯拉发展注重的一个重要部分。

On the humanoid front, ARK did some basic calculations and found the net present value of a humanoid robot to be about $550,000 based on a 10-year working period, aka if a humanoid robot can replace 100% of the work of your average US worker. Over a 10-year period. I'm always hesitant with calculations like this because there are still so many unknowns for one the longevity of these humanoids, the battery packs, replacement cycles, but what ARK is saying if a humanoid can replace 100% of that worker's work over 10 years, someone should be willing to pay in theory about $550,000.

在类人机器人方面，ARK进行了一些基本计算，发现一个类人机器人的净现值大约为55万美元，基于一个10年的工作周期，也就是说，如果一个类人机器人可以在10年内完全替代一个普通美国工人的工作。不过，我对这样的计算总是持有保留态度，因为还有很多未知因素，比如这些机器人的寿命、电池组的耐用性和更换周期。但ARK的观点是，如果一个类人机器人能够在10年内完全取代工人的工作，理论上来说，人们应该愿意支付大约55万美元。

And as we know long-term, the expectation for the retail cost of Optimus is expected to be well below $100,000. There's a lot in the report, but that's most of the Tesla-specific data. I'll have the full thing linked below. CNBC shared a video from Consumer Reports about the driver assistance systems and where all the top automakers currently rank. Because you're all dying to know, here are the results. Ford's Blue Cruise is ranked number one, followed by GM's Super Cruise and then Mercedes is in third with Tesla's autopilot and FSD combo in eighth. There were two main reasons that Tesla got dinged.

翻译如下： “众所周知，从长期来看，Optimus的零售成本预计会远低于10万美元。报告中有很多内容，但这部分是特斯拉的数据重点。我会把完整的内容链接在下面。CNBC分享了一段来自消费者报告的视频，关于各大顶级汽车制造商目前的驾驶辅助系统排名。想知道结果的人有福了，这里是排名情况。福特的 Blue Cruise 排名第一，其次是通用汽车的 Super Cruise，而奔驰排名第三，特斯拉的自动驾驶和全自动驾驶组合排名第八。特斯拉被扣分的主要有两个原因。”

The first was not offering a collaborative experience between the human and the car, meaning if you wanted to avoid a pothole using Tesla's FSD, if you try to move the steering wheel too much, of course it disengages the system. Whereas other automakers like Mercedes offer a more collaborative experience. The second reason Tesla lost points was more controversial, she was saying that if you cover up the interior camera of the Tesla that the system will still work. Obviously we know that's not true with FSD, but it may actually be possible with Tesla's basic autopilot.

第一个原因是特斯拉没有提供人和车之间的协同体验。也就是说，如果你使用特斯拉的全自动驾驶（FSD）想要避开坑洼，尝试过度转动方向盘，系统就会自动断开。而其他汽车制造商，如奔驰，则提供更协同的驾驶体验。 特斯拉失分的第二个原因更具争议性。有人说如果遮住了特斯拉内置摄像头，系统仍然可以工作。显然，我们知道这对FSD来说是不正确的，但在特斯拉的基本自动驾驶模式下，可能确实可行。

I can't test it today personally because both of our cars have FSD. And given the video did not explain those nuances, I did find that to be quite misleading. As many of us know, Tesla's driver monitoring is maybe even too aggressive. You can clip parts of this video and make it seem worse than it really was, but she did speak highly of Tesla in some regards. In terms of the capabilities, it's among the top. Mercedes does beat it out just a little bit, but it's in the league with BMW and others, so if you are looking for a high performer, Tesla's up there.

我今天不能亲自测试，因为我们的两辆车都有全自动驾驶(FSD)。而且，这段视频没有解释这些细节，我觉得有些误导。很多人都知道，特斯拉的驾驶员监控可能甚至过于严格。你可以剪辑视频的一部分，使情况看起来比实际更糟。但她在某些方面还是高度评价了特斯拉。就能力而言，特斯拉名列前茅。奔驰确实略胜一筹，但特斯拉和宝马等品牌不相上下。因此，如果你在寻找高性能的车型，特斯拉是一个不错的选择。

And they did actually touch on Tesla's ability to stop at stop signs and stop lights and do all of those things that the other competition definitely cannot. But they also left out key details about Mercedes system like how it's super limited and it has to be the perfect conditions for it to work. For me, the weirdest thing about the whole video was that Ford took the number one spot, but they barely mentioned Ford throughout the entire video. If you're new to the channel, this is a quick explanation of why I believe that's the case.

他们确实提到了特斯拉在停车标志和红绿灯前停下来的能力，以及那些竞争对手绝对做不到的事情。但他们也没有提到奔驰系统的一些关键细节，比如它的功能非常有限，并且需要非常理想的条件才能正常工作。对我来说，这个视频中最奇怪的事情是福特排名第一，但他们在整个视频中几乎没有提到福特。如果你是这个频道的新观众，我会快速解释一下我为什么认为会是这种情况。

On the Consumer Reports Philanthropic Partnerships page, you'll find the Ford Foundation at the bottom of the page. Then, reading CR's annual reports, you'll find the Ford Foundation at a giving tier of over $100,000. And then on CR's media page, they had a digital safety initiative and scrolling all the way down, you'll find the Ford Foundation has contributed $1.5 million for this effort. And yes, it's true, the Ford Foundation is separate from Ford the company, but obviously there's plenty of overlap and connection. And just FYI, you can find similar information on the Ford Foundation's grant webpage.

在《消费者报告》的慈善合作伙伴页面上，你会在页面底部找到福特基金会。通过阅读《消费者报告》的年度报告，你会发现福特基金会的捐赠金额超过10万美元。同时，在《消费者报告》的媒体页面上，他们有一个数字安全项目，向下滚动到最后，你会看到福特基金会为这一项目贡献了150万美元。确实，福特基金会与福特公司是独立的实体，但显然它们之间有很多重叠和联系。另外，为了你的了解，你可以在福特基金会的资助网页上找到类似的信息。

As always, do with that information, what you will. We have what I think is a pretty big shakeup in the humanoid race. As Brett from Figure said today, I've made the decision to leave our collaboration agreement with OpenAI. Figure made a major breakthrough on fully end to end robot AI built entirely in house. We're excited to show you in the next 30 days something no one has ever seen on a humanoid. The figure agreement with OpenAI was supposed to use OpenAI's language and reasoning capabilities paired with Figure's robots aimed at enhancing the robot's ability to understand natural language and to process visual data and ultimately to be able to do certain things autonomously.

一如既往，您可以根据这些信息自行决定如何使用。我们在人形机器人的发展中出现了一个相当大的变动。正如来自Figure的Brett今天所说，我已决定终止与OpenAI的合作协议。Figure在完全自主研发的端到端机器人人工智能方面取得了重大突破。我们很高兴在接下来的30天内向您展示一些在类人机器人上前所未见的东西。Figure与OpenAI的协议原本计划利用OpenAI的语言和推理能力，与Figure的机器人结合，旨在增强机器人理解自然语言和处理视觉数据的能力，并最终能够自主执行某些任务。

So I gave you the Apple because it's the only edible item I could provide you with from the table. Great. So based on the scene right now, where do you think the dish is in front of you go next? The dishes on the table like that plate and cup are likely to go into the drying rack next. And Figure's collaboration with OpenAI was part of the reason that Figure was able to hit a $2.6 billion post funding valuation after raising that $675 million round. That all happened less than one year ago and now Brett is saying, well, we don't really need OpenAI anymore because we have something brewing in house. The problem is we know very little about what Figure has going on behind the scenes specifically when it comes to things like a compute cluster.

所以我给了你苹果，因为这是桌上我能提供给你的唯一可以吃的东西。好的。基于现在的场景，你认为你面前的盘子接下来会去哪里？桌上的盘子和杯子可能会接下来放到晾干架上。Figure与OpenAI的合作是Figure能够在筹集6.75亿美元资金后实现26亿美元估值的部分原因。那是在不到一年前发生的事情，而现在Brett表示，我们不再真正需要OpenAI了，因为我们内部有些东西正在酝酿中。问题是，我们对Figure幕后的事情了解很少，特别是关于计算集群之类的事情。

There's really not much out there but Figure has had job postings in the past for roles like AI training infrastructure engineer. Responsibilities designed deploy and maintain Figure's training clusters. Through an NVIDIA blog post, we learned that Figure's O2 conversational humanoid robot taps into the NVIDIA Omniverse and NVIDIA GPUs for fully autonomous tasks. According to NVIDIA, Figure was using the NVIDIA DGX for AI training, NVIDIA Omniverse for simulation, and NVIDIA's Jetson in the actual robot. So my point here is I think Brett's being a little fast and loose using the term in house. Remember outside of simulated data, the only thing Figure really has in house would be those robots that they deployed to BMW where they're now collecting some real world data. I really don't want to come off as a skeptic. Let's just say I have my reservations about Brett and everything that he says. Alarm bells also go off when people start throwing around buzzwords that Tesla has made famous like fully end to end and built entirely in house. But I'm here for all of the competition so let's see what they have.

外面相关资料确实不多，不过Figure以前确实发布过一些职位招聘信息，比如AI培训基础设施工程师。这个职位的职责包括设计、部署和维护Figure的培训集群。从NVIDIA的一篇博客文章中得知，Figure的O2对话类人机器人利用了NVIDIA Omniverse和NVIDIA GPU来执行全自动任务。根据NVIDIA的说法，Figure正在使用NVIDIA DGX进行AI训练，利用NVIDIA Omniverse进行模拟，并在实际的机器人中使用NVIDIA的Jetson。因此，我的观点是，我认为Brett在使用“内部”这个术语时有点轻率。除了模拟数据之外，Figure真正掌握且内部完成的仅是他们在BMW部署的机器人，现在他们在那里收集一些实际世界的数据。我并不是想表现得很怀疑，只是对Brett以及他所说的一切持有一些保留意见。当人们开始使用特斯拉让人熟知的术语，比如“完全端到端”和“完全内部完成”时，我的警觉性会提高。但我很期待所有的竞争，我们就拭目以待吧。

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今天早些时候，我偷偷摸摸地试图拍下我妻子在她自然状态下的样子，但她很快就发现了我。当然，她非常支持确保自己的饮食中不缺少任何关键营养素，因为她非常重视头发、皮肤和指甲的健康。AG1是这段视频的赞助商，但我们先来谈谈一些AG1中常被忽视的成分。首先是螺旋藻。研究表明，它可以提高运动表现和减少氧化压力。此外，它具有抗菌、抗癌和抗炎的特性，并且是世界上最优质的有机营养来源之一。接下来说说印度人参（Ashwagandha），它与减少压力和降低皮质醇有关，可在压力大的成年人中降低27%到30%的皮质醇。临床试验还表明，它可以改善认知功能，增强记忆、专注力和睡眠质量。另外，尤其在冬季，不要忽视维生素D，全球超过50%的人被报道缺乏维生素D。通过AG1的欢迎礼包，你还可以获得维生素D3K2滴管。另外，超过12%的美国人存在铁缺乏症状，这常常与B12缺乏有关。AG1包含多种B族维生素，包括B12。在生活中，有些东西我是愿意花钱去追求的，其中之一就是我摄入的成分的质量，因为这是我唯一的身体。所以，如果你想亲自试试，可以通过下面的链接获取免费的AG1欢迎礼包，网址是drinkag1.com/electrified，或者你可以使用屏幕上的二维码。祝愉快。

Finally, after weeks of unknown delays, the Cybertruck all-wheel drive variant is officially qualifying for the $7,500 tax credit. So with that, maybe a military discount and a referral credit, you can get a Cybertruck all-wheel drive around $70,000. The past few weeks, there have been more anecdotes about slowdowns regarding the Cybertruck, so hopefully this will be a slight shift to the narrative and we'll see how quarter one comes in. It does seem like ultimately though, for Tesla to be doing over 100,000 Cybertrucks per year, they need to get that cost down to between 50 and 60,000. There's a lot of new technology, it's going to take some time, but it's been in production now for a year, and typically year two should be a lot more smooth and most of the problems should be worked out by now.

最终，在经历了数周不明原因的延迟后，Cybertruck全轮驱动版终于获得了7500美元的税收抵免资格。因此，加上可能的军人折扣和推荐奖励，你可以以大约7万美元的价格购买到Cybertruck全轮驱动版。过去几周里，有更多关于Cybertruck生产延缓的小道消息，希望这能稍微改变一下现状，看第一季度会有什么变化。不过，从长远来看，特斯拉若想每年生产超过10万辆Cybertruck，就需要将成本降到5万到6万美元之间。全新技术的采用需要一些时间来磨合，但现在已经生产一年了，通常情况下第二年应该会更加顺利，大部分问题也应该已经得到解决。

For the Cybertruck in Canada, however, things are going the other direction when it comes to the foundation series pricing. As the price has increased for the all-wheel drive and the cyber beast by 11.5 and 9.6% respectively. But the non-foundation series Cybertruck is now also available for purchase in Canada, the all-wheel drive just under 115,000 and the cyber beast just under 143,000. First deliveries expected this month. The non-foundation series is also now available in Mexico. For the tax credit for the Cybertruck in the US, it should be noted it's only for 2025 model year vehicles.

对于加拿大的Cybertruck，基础系列的定价却朝着相反的方向发展。全轮驱动版本和Cyber Beast的价格分别上涨了11.5%和9.6%。但非基础系列的Cybertruck现在也可以在加拿大购买，全轮驱动版本的价格不到115,000，加Cyber Beast的价格不到143,000。首次交付预计在本月进行。非基础系列也已在墨西哥上市。关于美国的Cybertruck税收抵免，需要注意的是，这仅适用于2025车型年。

Ferrari is gearing up to launch its first fully electric EV on October 9th later this year. We know very little about this vehicle, but they've said it'll be launched in a unique and innovative way. Ferrari does already have some hybrids for sale and a fun fact, hybrids made up 51% of Ferrari's car sales last year. The spy shots do have plenty of camouflage and misdirection going on, so be careful with these photos, but the rumor is this vehicle may start over $500,000. The Model 3 is now part of the referral program in Canada. Ford put out its US sales data for January this year and EVs were up 21.2% year over year, coming in at over 5,600 vehicles for the month. F-150 lightning volume is still very low down over 15% year over year under 2,000 units for the month, and you have to remember January of last year they had those production shutdowns.

法拉利计划于今年 10 月 9 日推出其首款全电动汽车。我们对这款车了解不多，但他们表示将以独特创新的方式推出。法拉利已经有一些混合动力车型在售，有趣的是，去年混合动力车型占法拉利汽车销量的51%。目前看到的间谍照片中有很多伪装和误导信息，所以要小心这些照片。不过有传言称，这款车的起价可能超过 50 万美元。与此同时，在加拿大，特斯拉 Model 3 现已加入推荐计划。福特发布了今年 1 月的美国销售数据，电动车销量同比增长21.2%，当月超过5600辆。其中，F-150 闪电销量下降超过 15%，月销量不足 2000 辆，这与去年一月的生产停工有关。

The Mach-E for Ford really is the needle-mover right now, up over 172% year over year, just over 3,500 units for the month. And Ford's commercial eTransit was actually down over 79% year over year with only 230 units for the month. I have not seen Ford make any strategic announcements about changes with the eTransit, so we'll see if this is a one-off or if the trend continues. Today, China announced some retaliatory tariffs on the US, 15% on certain things, and then 10% on some vehicles, all starting next Monday. But Trump and Xi Jinping are set to talk later this week, so we'll see how that negotiation goes. Potentially Tesla's Model S and X that they export from the US into China could be impacted, but the numbers are quite low and there are no guarantees.

福特的Mach-E目前确实是推动增长的车型，同比上涨超过172%，单月销量达到3500多辆。然而，福特的商用eTransit车辆同比下降超过79%，该月仅售出230辆。我还没有看到福特宣布任何关于eTransit的战略变化，所以我们拭目以待这是否是个例还是会继续下去。今天，中国宣布对美国实施一些报复性关税，某些商品的关税为15%，某些车辆的关税为10%，所有措施将于下周一开始生效。但特朗普和习近平计划在本周晚些时候会谈，我们将观望谈判结果。潜在影响可能会涉及到特斯拉从美国出口到中国的Model S和X车型，但数量很少，而且暂无定论。

GM has officially cut 50% of the workforce at Cruise, and they've also acquired full ownership of that Cruise division, bringing those workers and NEIP back under the GM umbrella. Norway's new car sales data for January is in came in 96% were fully electric. January of last year, that number was 92%. Then, when including hybrids, the number was just under 97%. Elon's involved in a new little spat with the head of Norway's $1.7 trillion sovereign wealth fund. The spat is with Nikolai Tanyan, who voted two times against Elon's pay package. A while back, Tanyan invited Elon to a dinner. Elon said he could not go, and then Elon sent some text messages that Tanyan somehow made public and Elon is upset about that. Elon said, when I ask you for a favor, which I very rarely do, and you decline, then you should not ask me for one until you've done something above nothing to make amends. Friends are as friends do.

通用汽车（GM）正式裁减了Cruise部门50%的员工，并已完全收购Cruise部门，将这些员工和NEIP重新纳入通用汽车的管理下。挪威的1月份新车销售数据显示，当月销售的汽车中96%为全电动车型。去年1月，这一比例为92%。如果将混合动力车包括在内，这一比例则接近97%。埃隆·马斯克与负责挪威1.7万亿美元主权财富基金的负责人发生了一点小争执。争执的对象是尼古拉·塔尼安，他曾两次投票反对埃隆的薪酬方案。不久前，塔尼安曾邀请埃隆共进晚餐。埃隆表示不能参加，然后发送了一些短信，结果塔尼安 somehow 公开了这些信息，埃隆对此感到不满。埃隆表示，我很少要求帮忙，但当我提出请求而你拒绝了，那你就不应该在没有任何表示之前再向我提出请求。友谊是以行动来维系的。

Also getting mixed up in this whole thing, Europe's largest pension fund actually sold all of its Tesla stock in the third quarter of last year, citing concerns over the pay package. Which means they sold all of their Tesla at share prices between $199 and about $270. AKA right before the run up. Tesla stock closed the day at $392.21 up 2.22% while the NASDAQ was up 1.35%. The volume was 26% below the average. Don't forget, check out AG1 linked below, grab that free Vitamin D3K2, especially if you're in a place like me, where natural sunlight just is not an option certain months of the year. Hope you 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.

在这个事件中，欧洲最大的养老基金去年第三季度卖掉了他们所有的特斯拉股票，因为对薪酬方案有顾虑。这意味着他们在特斯拉股价介于199美元到大约270美元之间时卖掉了股票，也就是在股价飙升之前。当天特斯拉股价收于392.21美元，涨幅为2.22%，而纳斯达克指数上涨了1.35%。成交量比平均水平低了26%。别忘了，查看下面链接中的AG1，领取免费的维生素D3K2，尤其是在像我这样的地方，一年中的某些月份没有自然阳光的选项。希望你有美好的一天，如果你喜欢这个视频请点赞，你可以在下面找到我的X链接，非常感谢所有的Patreon支持者。