Tesla: It's Crazy Until It's... / GM Shares Bolt Update / Polestar Stock Surges ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my newest patrons, Ezekiel G and Jim and Sydney R. Thank you for choosing to support the channel. Martin Vieja said he took a couple of cyber trucks for investor test drives in New York City today. Now sure, maybe it was retail investors, but Brooklyn is only about 40 minutes from the financial district, so this could certainly be Wall Street investors as well.

欢迎来到《通电》节目，我是主持人迪伦·卢米斯，特别感谢我的最新赞助者埃西基尔·G和吉姆以及悉尼·R。感谢你们选择支持这个频道。马丁·维耶哈说他今天在纽约市为投资者试驾了几辆Cybertruck。虽然可能是零售投资者，但布鲁克林距离金融区只有大约40分钟车程，所以这里也很可能是华尔街投资者。

The Italian authorities are negotiating with Tesla and other car makers trying to bring somebody into the country to help but achieve its goal of producing 1.3 million vehicles per year. Right now, the only automaker producing in Italy is Delantis, and the word is they can't hit that number on their own. A minister did say however, the interested producers are car companies that at the moment do not produce in Europe, which strike one Tesla does produce in Europe, but are looking at our market with interest and are aware that we will have to protect the internal market from the competition with trade measures like the US and with industrial measures.

意大利当局正在与特斯拉和其他汽车制造商进行谈判，试图引入一家外国公司来帮助实现每年生产130万辆车的目标。目前，意大利唯一一家在意大利生产汽车的制造商是Delantis，消息传出他们无法独自实现这一数字。然而，一位部长表示，有兴趣的生产商是目前在欧洲没有生产的汽车公司，其中包括特斯拉在欧洲生产，但他们对我们的市场表示了兴趣，并意识到我们将必须通过像美国一样的贸易措施和工业措施保护内部市场不受竞争的影响。

I'm aware there's a popular narrative out there that with all the pushback against Tesla's expansion in Berlin, they should just scrap that and go set up in some other European country. I really don't think that's going to happen. People are talking about that vote that just happened. At the end of the day, the government wants the expansion for Tesla. Tesla wants it so I'm very confident in the end they will get it. Tesla is just one of many producers being negotiated with right now by Italy and they are reporting that BYD has interest in making vehicles in Italy.

我知道有一种流行的说法认为，考虑到德国柏林对特斯拉扩张的抵制，他们应该放弃在那里，并到其他欧洲国家设立。我真的不认为那会发生。人们在谈论刚刚发生的投票。终究政府希望特斯拉扩张。特斯拉也希望，所以我非常有信心他们最终会成功。特斯拉只是意大利目前正在与之洽谈的众多生产商之一，报道称比亚迪有兴趣在意大利制造汽车。

The minister said these negotiations with Tesla have been going on for several months and that during that time, Elon has visited Italy several times. The conversations have been very positive, but they didn't say what that meant. Here's Berlin and Germany and just south would be Italy. It's the boot that juts out into the Mediterranean Sea. Fun fact, the Mediterranean Sea is among the world's busiest waterways accounting for around 15% of global shipping activity.

部长说，与特斯拉的谈判已经进行了几个月，在此期间，埃隆多次访问意大利。谈话非常积极，但他们没有说明具体意味着什么。这里是柏林和德国，往南就是意大利。它是突出到地中海的海岸。有趣的是，地中海是世界上最繁忙的水域之一，占全球航运活动的约15%。

By far though, the best reason for Tesla to set up shop in Italy would be that his future wife, Georgia Maloney, is the Prime Minister. Seriously though, they did meet last summer, but as far as this year goes, I would not be expecting any Tesla Italy announcement. The spring is oftentimes a popular time for consumers to buy a new car and according to some Google search data in the US, the Model 3 dominates as the most searched car model in the last six months. It had more than 3.8 million searches from August last year to January 2024, then right behind it with just over 3.6 million searches were the Honda CRV and the Honda Civic.

然而，特斯拉在意大利设立分公司的最好理由是他未来的妻子乔治亚·马龙尼是总理。开玩笑的，他们去年夏天确实见过面，但就今年而言，我不认为会有特斯拉在意大利的宣布。春天通常是消费者购买新车的热门时期，根据美国的一些谷歌搜索数据显示，过去六个月中，Model 3是最受关注的汽车型号。从去年8月到2024年1月，它的搜索量超过380万次，紧随其后的是本田CRV和本田思域，搜索量均超过360万次。

Here's a look at the top 10 the Model Y came in fifth and clearly the Model 3 plus refresh had a lot to do with this heightened search volume. Let me take us back in time real quick to a simpler time in 2017. The point of doing this is to just give a hard course back down to gasoline cars. Drive driving a gasoline sports car is going to feel like it's dimension with a side of quiche. And available expected this to be available in 2020. Yes, the sickness happened in 2020, but there's just no way around it. Elon loves to be optimistic with some of his projections.

这是前十名，Model Y排名第五，显然Model 3的更新带来的搜索量增加对此起到了很大作用。让我们快速回到2017年的一个更简单的时代。这样做的目的只是让我们更加坚定放弃汽油汽车。驾驶一辆汽油跑车会感觉就像是在吃蛋奶饼的同时在维度中行驶。预计这将在2020年可用。是的，情况发生在2020年，但没有其他办法。埃隆喜欢对一些他的预测持乐观态度。

Before we come back to present time in 2021, Zach said 1.1 second 0 to 60 miles per hour for the Roadster. Is it true? Elon said yes, with a SpaceX rocket thruster option package. It'll be safe, but very intense, probably not wise for those with a medical condition, same as a hardcore roller coaster. And last night, in case you missed it, Elon said tonight, we radically increased the design goals for the new Tesla Roadster. There will never be another car like this if you could even call it a car. He added 0 to 60 miles per hour in less than one second. And that is the least interesting part. Elon said this is a Tesla and SpaceX collaboration and that production design complete and unveil end of year aiming to ship next year.

在我们回到2021年的现代时代之前，扎克说新款Roadster从0到60英里/小时只需要1.1秒。这是真的吗？埃隆说是的，只要选择SpaceX火箭推进器套装。这样做是安全的，但非常强烈，可能不适合有医疗条件的人，就像过山车一样。昨晚，如果你错过了，埃隆说今晚，我们大幅提高了新特斯拉Roadster的设计目标。如果你能称其为汽车的话，这绝对是再也找不到第二辆了。他还补充说，从静止到60英里/小时只需要不到一秒。而这还只是其中最不起眼的部分。埃隆表示，这是特斯拉和SpaceX的合作项目，生产设计已经完成，计划年底揭幕，明年开始发货。

I will say you can interpret this line right here production design complete and unveil end of year. You could take that to mean the design is complete now or the design is going to be complete by the end of the year paired with the unveil. Either way though, that is somewhat irrelevant, we're hoping for an unveil toward the end of 2024 and maybe delivery sometime in 2025. I'll just say it, given that Tesla is not going to stop focusing on the next gen platform, I will not be surprised if we don't see deliveries of this vehicle until 2026. Elon is building up the hype though saying I think it has a shot at being the most mind-blowing product demo of all time. When asked if it can fly a little, Elon responded with the i-emojis. The way I'm interpreting this is not as the Roadster is going to be some hover car, but with these rocket thrusters, potentially it does have enough power to lift the vehicle very slightly off the road, which means the impact of the tires could actually be slightly reduced in this scenario because one of the common criticisms about Tesla being able to pull off a 0-60 time of one second is that the tires just won't allow it. As far as I could find online, there were a few different sources saying that the fastest car ever from 0-60 seconds was a dodge challenger SRT demon doing it in 1.66 seconds. Here's a quick look at the top 9 on that list. Keep in mind at that unveil event back in 2017, Elon touted 620 miles of range and a 200kWh battery pack.

我要说，你可以理解这句话的意思是制作设计已经完成，并且将在年底揭晓。你可以理解为设计现在已经完成了，或者设计将在年底与揭晓配套完成。无论如何，这都不那么重要，我们希望在2024年末揭晓，也许在2025年交付。我想说，考虑到特斯拉不会停止专注于下一代平台，如果我们在2026年之前看不到这款车交付，我也就不会感到惊讶了。埃隆正在炒作，说他认为这可能是有史以来最令人震惊的产品演示。当被问及是否可以飞行一点时，埃隆用爱心表情回答。我理解的方式不是指这款新款公路跑者将成为一款飞行汽车，而是拥有这些火箭推进器，潜在地它可能有足够的动力将车辆略微抬离地面，这意味着在这种情况下轮胎的接触面可能会略微减少，因为一个关于特斯拉能否达到1秒的0-60时间的常见批评是，轮胎将无法做到。就我在网上找到的信息，有一些不同的来源说，迄今为止从0到60英里/小时速度最快的车是道奇挑战者SRT恶魔，用时1.66秒。以下是那个榜单前九名的快速观察。请记住，2017年的揭幕活动上，埃隆宣称可以行驶620英里，并装备了200千瓦时的电池组。

I'm seeing plenty of chatter about there, why is Tesla wasting engineering resources on this vehicle right now? It's supposed to be the cherry on top, the dessert, but they still have all of these other things they need to focus on. Well, first of all, only the Tesla engineering team knows when the technology is going to be ready to hit the actual numbers they want to hit for this production version. 2. As far as we know, Tesla really only has one core design team, so this could actually imply that the next gen platform design is done or locked, and that now they're able to shift their focus back to the roadster. I feel like it should be obvious by now, but the challenge is not with the design, it's with the manufacturing of said product, especially when Tesla is creating an entirely new manufacturing line, so that's most likely what they're spending most of their engineering resources on right now. Building out the next gen production line, using that unboxed method, figuring out how they're actually going to pull that off. So I'm pretty confident Tesla is not pausing or delaying anything with the next gen project.

我看到很多人在议论，为什么特斯拉现在要在这辆车上浪费工程资源？它应该是最佳选择，甜点，但他们仍然有很多其他事情需要专注。首先，只有特斯拉工程团队知道技术何时准备好达到他们想要的这个生产版本的目标。2.据我们所知，特斯拉实际上只有一个核心设计团队，因此这实际上可能意味着下一代平台设计已经完成或锁定，现在他们可以把重点转回Roadster。我觉得现在它应该很明显了，但挑战不在于设计，而是在于产品的制造，特别是当特斯拉正在创建全新的制造线时，所以这很可能是他们现在把大部分工程资源花在其中的地方。建设下一代生产线，使用那种非传统的方法，弄清楚他们实际上如何完成这一切。因此，我相当有信心特斯拉没有暂停或延迟任何与下一代项目有关的事情。

I'd also add, this is going to be an incredibly exciting project for the engineers to work on, getting to build something that'll be a world first and creating a product that does something no other car in human history has ever done, that brings with it plenty of motivation and should get the creative juices flowing like none other. Plus, this advanced tech could flow down in some regards to other vehicles in the future. How about the marketing that this product has built into it? We see what's happening with interest in the Cybertruck. Well, here's another product that's going to generate the same, if not even more interest, because the design will most likely be appealing to a much wider audience than the Cybertruck. Don't sleep on the margins, they could certainly surprise us on the upside here, even at the lower volumes that are expected from the roadster. And listen, gas cars serve their purpose well for decades. But a new era is here, and personally, I'm ready to see this hard course Smackdown and whether we see it before or after the next gen platform won't matter one bit toward the end of this decade.

我还想补充，对工程师来说，这将是一个非常激动人心的项目，他们将有机会建造世界上首创的产品，并创造一个以前从未做过的汽车产品，这将带来许多动力，并且应该会激发创意。另外，这种先进技术可能在未来在某种程度上向其他车辆传递。这个产品内置的市场营销策略是怎样的？我们可以看到人们对Cybertruck的兴趣。那么，这个产品也会产生相同，甚至更多的兴趣，因为设计很可能会吸引比Cybertruck更广泛的受众。不要忽视利润率，即使预期的Roadster销量较低，它们可能会给我们带来惊喜。虽然燃油汽车几十年来都发挥了很好的作用。但是一个新时代已经到来，我个人已经准备好看到这个艰难的挑战，而我们是否在下一代平台之前或之后看到这一点都无关紧要。

There was a time when the prevailing narrative around starting Tesla at all was crazy, and now we know it's not. As Elon said long ago, starting Tesla was idiocy squared. How about the Panasonic executives calling Tesla's Gigafactory idea crazy, and now they're not. People called the Cybertruck crazy, and it's already an iconic vehicle a few weeks into production. People thought trying to reuse rockets was crazy, and now it's not. I could go on and on, but the point is, people think the roadster is crazy, a waste of time, a distraction, insert whatever critique you have. But I'm confident a time will come when the world will see that. No, it was not actually crazy, but a super exciting chapter in the incredible story that is Tesla and Elon. One more crazy theme for you.

曾经有段时间，关于创办特斯拉的主流说法是疯狂的，现在我们知道这并不是真的。正如埃隆很久之前所说，创办特斯拉是疯狂的决定。还记得当时松下的高管们称特斯拉的超级工厂概念为疯狂吗？现在他们不再这么认为了。当初人们认为特斯拉的Cybertruck荒谬可笑，但现在它已经成为生产数周内的标志性汽车。人们曾认为重新使用火箭是疯狂的，但现在却不再那么认为。我可以继续举例，但重点是，人们可能认为新款跑车是疯狂的、浪费时间的、分散注意力的，无论你有什么批评。但我确信总有一天，世界会看到这不是疯狂，而是特斯拉和埃隆令人兴奋不已的令人难以置信的故事中的一个激动人心的篇章。再给你们一个疯狂的主题。

I've seen a bunch of people saying wait, didn't Tesla sell all of their Bitcoin? The answer is no, if you go to their 10k, you'll see at the end of 2023, Tesla has a carrying value for its digital assets, aka Bitcoin of 184 million, and a fair value of 487 million. Tesla bought $1.5 billion of Bitcoin in February 2021, and since then, they have sold roughly $1.2 billion worth of Bitcoin, but of course, the price has fluctuated during that time.

我看到很多人在说，难道特斯拉不是卖掉了他们所有的比特币吗？答案是否定的。如果你查看他们的10k报告，你会看到到2023年底，特斯拉的数字资产，也就是比特币的账面价值为1.84亿美元，公允价值为4.87亿美元。特斯拉在2021年2月购买了15亿美元的比特币，自那以后，他们大约卖掉了价值12亿美元的比特币，当然，那段时间内价格一直在波动。

We don't need to dive into the nuances here because last year FASB, or the Financial Accounting Standards Board, did actually change the accounting requirements when it comes to digital assets. That goes into effect in 2025. Some companies can adopt it sooner if they want to, but the point is those impairment losses will not have to be registered anymore. Going forward, it'll be much easier to track. They'll be using this fair value, which you can think of similar to market value. My point, given the run up in Bitcoin so far this year, Tesla is most likely sitting on a Bitcoin value over $500 million.

我们不需要深入细节，因为去年美国财务会计准则委员会（FASB）实际上修改了数字资产的会计要求。这将于2025年生效。一些公司可以选择更早采用，但重点是这些减值损失将不再需要登记。未来，跟踪将变得更容易。他们将使用公允价值，可以将其视为市场价值。我的观点是，鉴于今年比特币的大幅上涨，特斯拉很可能持有价值超过5亿美元的比特币。

There was a time when many people in the Tesla space said Tesla buying Bitcoin was a crazy thing to do. Now they have hundreds of millions of dollars in Bitcoin profits, most likely. Obviously, it doesn't really matter until they sell it to lock those in, but over the next few years, Bitcoin could of course run much higher.

曾经，特斯拉空间的许多人说特斯拉购买比特币是疯狂的举动。现在他们可能已经有数亿美元的比特币利润。显然，除非他们出售比特币来锁定这些利润，否则这并不重要，但在未来几年内，比特币当然也可能会涨得更高。

If I can encourage you to do two non-spiritual things, they would be one, move more, and two, eat nutritious foods. This right here is a normal afternoon for me. I want you all to know, anytime I talk about AG1, it's always in the context of being supplemental to also eating well. And for those times, we get busy, travel, or just have no discipline, it can supply a baseline of nutrition. And look, I know, a ton of people are now skeptical about this because of how many people are recommending it, I get it. But you know how people always ask Elon why? For projects like Cybertruck and Roaster, he would probably answer, why not? Same here.

如果我能鼓励你做两件非精神层面的事情，那将是：一，多运动；二，吃营养食品。对我来说，这是一个正常的下午。我想让大家知道，每当我谈论AG1时，总是在补充饮食的前提下。对于那些忙碌、旅行或缺乏纪律的时候，它可以提供基本的营养。我知道，现在很多人对此持怀疑态度，因为有很多人推荐它，我理解。但你知道吗，人们总是问埃隆为什么？对于像Cybertruck和Roaster这样的项目，他可能会回答，为什么不呢？在这里也是这样。

If you have the funds, why not feed your body with 75 different vitamins and minerals each day? Cover any gaps you may have and not be aware of. AG1 does sponsor the channel, but I know first hand, when I spend money on anything wellness related, I make better choices because I don't like wasting money. I also happen to trust Huberman and Aetia, so having them on the AG1 team solidifies AG1's science-based approach. So if you want to try it for yourself, you can use my link below to get five travel packs and a one-year supply of vitamin D3K2 for free. It's drinkag1.com slash electrified. Enjoy.

如果你有资金，为什么不每天给自己的身体补充75种不同的维生素和矿物质呢？填补你可能没有意识到的任何缺口。AG1是这个频道的赞助商，但我亲自体验过，当我花钱购买任何与健康相关的东西时，我会做出更好的选择，因为我不喜欢浪费钱。我也碰巧信任胡伯曼和艾提亚，所以他们加入AG1团队巩固了AG1基于科学的方法。所以如果你想为自己尝试一下，你可以使用下面我的链接免费获得五个旅行包和一年份的维生素D3K2。链接是drinkag1.com/electrified。愉快！

Hyundai is rushing to open up its factory in Georgia to regain access to these IRA tax credits. Its factory in Bryan County will produce up to 300,000 Hyundai, Kia and Genesis EVs and batteries per year. Initially, they were looking at startup production in the first half of 2025, but now they just announced their looking at startup production in the fourth quarter of this year. The investment amount has also been boosted over $2 billion up to $7.59 billion and they're building two battery self-factories in Georgia in order to localize the value chain and qualify for subsidies. More countries around the world are now following in the United States footsteps with the IRA.

现代汽车正在急于开设他们在乔治亚州的工厂，以重新获得这些IRA税收抵免。他们在布莱恩县的工厂每年将生产高达30万辆现代、起亚和起亚Genesis电动汽车和电池。最初，他们计划在2025年上半年启动生产，但现在他们刚刚宣布计划在今年第四季度启动生产。投资金额也已经增加到了超过20亿美元，达到了75.9亿美元，并且他们正在乔治亚建造两座电池自给自足的工厂，以便本地化价值链并符合补贴资格。现在世界上更多的国家都在追随美国的IRA模式。

We have Spain and the Netherlands starting new incentive schemes for renewables and storage manufacturing. The first round of $811 million will be to incentivize the production of equipment and components for solar panels, batteries, electrolyzers, among other technologies. There will be future rounds for Spain and no amount was given yet for the Netherlands. Polestar just raised $950 million in debt financing from a syndicate of 12 banks. Thomas Ingenloff said it's a big, big portion of the $1.3 billion that we see as required to reach the cash flow break even point in 2025.

西班牙和荷兰正在推出新的激励计划，用于可再生能源和储能制造。首轮激励资金高达8.11亿美元，将用于鼓励太阳能面板、电池、电解器等设备和组件的生产。西班牙将会有未来的轮次，荷兰的激励资金数额尚未公布。Polestar刚刚从12家银行联合财团筹集了9.5亿美元的债务融资。Thomas Ingenloff表示，这是实现2025年现金流收支平衡所需的13亿美元中的一个很大很大的部分。

Adrian in the hat, our gig in Mexico, drone man said that Stella Lee, BYD's executive VP, was in Nuevo Leon talking to Samuel Garcia at his home. We already know BYD is looking for somewhere in Mexico to set up shop, so could it be next door to Tesla in Nuevo Leon. Lucid taking a page directly out of Tesla's book with its new creature comfort mode, aka dog mode. GM CFO has said that the new Bolt EV will save the company billions by becoming North America's first Altium based model to use LFP batteries. He said the new Bolt will provide an even better driving, charging and ownership experience. Then Mary Barra just confirmed that it will be revealed next year. The old Bolt was by far GM's best-selling full electric vehicle and now we're waiting on the Equinox which is supposed to start around $35,000 but that's been delayed now a few times.

阿德里安戴着帽子，我们在墨西哥的演出中，无人机操作员说斯特拉·李，比亚迪的执行副总裁，正在新莱昂州和塞缪尔·加西亚在他家进行会谈。我们已经知道比亚迪正在寻找墨西哥的地点来设立工厂，所以它可能会在新莱昂州与特斯拉邻接。露丝德直接从特斯拉的方式中借鉴了一种新的舒适性模式，也就是狗模式。通用汽车首席财务官表示，新的Bolt EV将成为北美第一款使用LFP电池的阿勒蒂蒙基础车型，将为公司节省数十亿美元。他说新的Bolt将提供更好的驾驶、充电和拥有体验。然后玛丽·巴拉刚刚确认将在明年推出。旧的Bolt是通用汽车迄今为止最畅销的全电动车型，现在我们正在等待要价约为35,000美元的Equinox，但已经推迟了几次。

I also unfortunately will not be surprised if GM launches that vehicle and then does what Ford did with the F-150 Lightning where a few weeks after launch, they then raise the prices to where they want to keep them, really just so the months leading up to that time they could market it as starting at such an affordable price. If I was GM I'd be doing everything in my power to get this vehicle into the market before Tesla is anywhere close to being done with the next gen platform, given that GM already has some brand equity in the EV space with the older variant of the Bolt. Shout out to Peter Blades who just left Tesla for Skyrise and Aviation Company. Peter was the lead interior designer for both generations of the 3 and Y, the semi-concept and the Roadster. As a major sucker for interior cockpit vibes I am very grateful for Peter's work.

我不会感到意外如果通用汽车推出了这款车型，然后像福特F-150闪电版一样，在推出几周后便将价格提高到他们想要的水平，主要是为了在此之前的几个月里将其定位为起价实惠。如果我是通用汽车，我会尽一切努力在特斯拉完成下一代平台之前将这款车型推向市场，因为通用汽车在电动汽车领域已经有一些品牌资产，比如旧款Bolt。向刚刚离开特斯拉加入Skyrise和航空公司的彼得·布莱兹致敬。彼得曾是3和Y两代的首席室内设计师，半概念车和Roadster的设计者。作为一个对车内座舱氛围非常着迷的人，我对彼得的工作非常感激。

Tesla stock ended the day at $202.04 per share up 1.16% while the Nasdaq was down 0.55%, a feat that Tesla stock hasn't done in recent memory being in the green while the Nasdaq's been red. Meanwhile, Polestar was up over 22% today on that news of the funding. Simply put, it alleviates some of those bankruptcy concerns. It was a low volume day for Tesla stock trading about 8 million shares below the average 30-day volume. Don't forget check out AG1 linked below. Speaking of that, as Elon would say, why not? 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.

特斯拉股票收盘价为每股202.04美元，涨幅1.16%，而纳斯达克下跌0.55%，这是特斯拉股票在最近的记忆中所未曾做到的，特斯拉股票绿色上涨，而纳斯达克则下跌。与此同时，极星今天因融资消息上涨超过22％。简而言之，这些消息减轻了一些关于破产的担忧。特斯拉股票的交易量很低，仅交易了约800万股，低于平均30天交易量。不要忘记查看下面的AG1链接。说到这一点，正如埃隆会说的那样，为什么不呢？希望你们度过美好的一天。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，非常感谢所有我的Patreon支持者。