http://creating-cashflow.blogspot.com/2022/06/blog-post.html
看見 Ricky介紹的ELON MUSK 精彩訪問, 找來中英文 transcript, 可以快速看到內容。
https://www.youtube.com/watch?v=iHmSrK238vI
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0:05 so this is like we're getting like some serious drama here so 0:11 um on a parallel thread i'd like to met 0:17 someone and they said like if you come through germany you stop by and i said okay on my way to india 0:22 i'm gonna stop by daimler headquarters and and talk to them um and see if there's any kind of partnership that 0:28 could be had this is i forget the exact it it's it's right before i gave the the 0:34 iac talk so that like it would be that's how i could place it 0:41 um and i and i met with uh their engineering team and i said 0:47 like is there anything you guys like what do you guys want like is there you know i'm trying to play cool here you know uh even though 0:52 like we definitely need some kind of partnership where we're screwed um and uh and they said well they're 0:59 thinking about an electric smart car so i was like okay if we were to do something 1:04 you know when like when would you want to see it and i said well we've got like a delegation of timely executives coming 1:11 through in january january of 2009 i think this was 1:17 october or something like that and i talked to 1:24 jb um and like drew and scott and vineet and a bunch of others i was like guys 1:31 we need to get a smart car uh and we need to uh stuff a roadster powertrain into it 1:38 and make a custom battery and it needs to work well that's by the time the daimler team comes here in january 1:45 [Laughter] oh my god we can interview jb and about it and maybe he could like add some 1:51 additional color so now so the problem was that there were no smart cars uh in were not being 1:57 sold in the us but they were being sold in mexico so we sent someone to mexico to just buy a smoker and drive across the border 2:04 uh so so so we just we so we this is a gasoline smart car so just 2:10 with mexican plates um so we went what bought a smart car in mexico drove across the border 2:16 and and then and then literally put a roaster drive unit and modified battery 2:22 pack in in the smart car and had it working by january when the diamond delegation 2:29 came by and i remember that being in that diamond meeting and man they were just 2:35 they're like why it's clearly that they're they're quite grumpy that they even have to meet with us they did not know we had this uh electric smart car 2:41 so they're grumpy that they had to meet with us and we're clearly trying to get out of the room as quickly as possible 2:46 yeah and and when we started off made the mistake of starting off with with powerpoint and that which immediately 2:52 made them even grumpier because everything works in powerpoint and they've seen way too many powerpoint slides and they were like literally 2:57 getting ready to like they were gonna just walk out uh from the powerpoint presentation i said well would you like to drive the car 3:03 like well what do you mean it's like we have an electric smart car so you want to drive it like 3:10 like you don't have an electric smart car that's impossible like yeah it's just in the parking lot 3:15 you can go drive it actually it was like normally it was a smart car it was [ __ ] sick like this thing had 3:20 a roaster power train in the smart car the power weight ratio this thing was bananas it's like you could pull wheelies in a smart car literally if you 3:27 if you're definitely yeah you could lift the front wheels off the 3:37 it was insane you could burn rubber in a smart car it looked bizarre like you just never seen a thing 3:43 move that drive a smart car if it was like i like yeah it was awesome 3:51 anyway so we kind of blew their minds like they're like what how how is this this is like impo what impossible black 3:57 magic can you figure it out to have like an electric smart car it's like well we got one from mexico three months ago and we uh put a roaster power train in it 4:04 and a modified battery pack and you still use the car like the intern the interior of the car was so fully usable 4:09 so we didn't like uh intrude on the interior space um and and we're like yeah we can and they're like okay well this is pretty 4:15 impressive um they never seen anything like this before so they're like okay well they'll 4:21 consider that they will do eight eight some smart car uh limited production like part of this 4:27 is because they're like they had to make the regulators happy so this was not like you know they needed like some you know sustainable energy cars to make 4:34 the regulators happy this is that was the reason for this electric smart car the fuel the fleet miles it was not it 4:40 was not it was it was it was not a grand vision by diamonds to go electric it was to get these annoying regulators with 4:45 our back so for the credits right yeah there was like compliance it's compliance 4:52 compliance vehicles so it's like there was like a minimum number of electric vehicles that had to be made uh they could also make fuel cell vehicles but 4:57 those were way more expensive yeah so from from this standpoint this was at the time it was really more like uh 5:04 what's the least amount of money we can spend and get the regulators without the regular monkey of our back 5:10 so like uh so anyway so that 5:16 so we ended up making a bunch of electric smart cars for for daimler um 5:21 and um and and then uh over time we actually extended that into like an electric a b 5:28 class um but but they were always just really compliance vehicles they did not want to make dyno was not willing to place at 5:35 that time a big bet on electric vehicles and and so the volume and the price were 5:41 always like the volume's too low the price is too high this is these are going to be niche vehicles no matter what um 5:47 and um but anyway so what it did lead to what was really essential was tesla 5:53 uh getting saved by daimler investing 50 million dollars so the 40 million dollars invested in 5:59 december of 2008 just gave us six months of runway so uh that basically gave us until june 6:05 of 2009. um and again during this period 6:11 general motors is bankrupt chrysler is bankrupt so not a lot of people are interested in 6:17 investing in a startup car company let's learn an electric car company yeah and remember this is back when electric was 6:22 synonymous with dumb you could have said you said you said it was using the word electric car company could you 6:29 substitute dumb do you want to invest in a dumb car company 6:34 that's like that's what it sounds like to most people um so 6:40 so at the time the uh i think like daimler was i think 6:45 daimler vaguely thought that that volkswagen group might invest in tesla and they didn't want that so uh 6:54 so so they they were essentially to block vw from investing in tesla which by the way vw 7:00 was not going to invest in tesla i talked to their their their person and they expressed some initial interest but then they weren't darker me so 7:07 uh actually only the only one the only investor that was interested in tesla at 7:12 all was daimler and that was because of the electric smart program wow um so they invested uh 7:18 15 million dollars into tesla um at roughly a 500 million valuation 7:25 so it worked out yeah yeah ten percent right yeah yeah you got 10 company and 7:30 we're really really in the in the in the weeds here so hopefully this is interesting to some people um yeah 7:36 but it's like this is like definitely some like you know deep lower worst war story stuff 7:42 um so then um in 2009 we're also just figuring out how to actually get the roads to into 7:48 into volume production yeah so we were not able to reach volume production for even for the by register standards in 7:53 2008 um and we still had uh a bunch of things in the car that were 7:59 brought i think we managed to deliver like maybe 20 or 25 cars 8:04 in 2008 most of which were in december and then we had to bring all of those cars back 8:10 to have uh reflect to have their drive trains replaced 8:15 and i think most of them got their battery pack replaced too so uh 8:21 i mean it was a fumbling mess basically it was insane but in 2009 8:27 uh this was when we actually figured out how to make the car half decent uh half decent 8:33 roads for one where you could give it to someone and it wouldn't just like break down immediately um 8:39 and like a roughly summer of 2009 is is when the car wasn't 8:45 uh a complete piece of trash that that just didn't work 8:51 um and then we did a roaster 1.5 and then uh franz joined 8:58 uh and france helped redesign the roads and make it better with the roycer2 9:03 um then by like basically 2009 early 2010 9:10 was where the roadster was like a decent decent as a toy yeah 9:17 not as like a you know transport you could count on but as a toy it was decent became decent 9:22 around under 2009 early 2010. um 9:28 anyway so that so that that diamond investment in may 2009 9:33 was what was essential to uh tesla survival uh not a government 9:39 loans so this is another thing that is a misunderstanding here uh because what they got confused 9:47 between because uh gm and chrysler and ford 9:53 jm got a massive bailout just like a flat out freaking donation from from taxpayers like uh of of tens of billions 9:59 of dollars so uh gm got like yeah on a 30 billion dollar 10:05 handout basically with with no no repayment last i checked there's over 14 billion that's unpaid okay so maybe it's 10:11 yeah it's a real amount though okay so 14 uh that has not been repaid and never will be i suspect 10:18 so um and like chrysler got a bunch of money and then uh and then ford ford got 10:25 uh like a five billion dollar loan um but ford is in better financial shape because i don't know whatever reason i 10:32 think that poor just the ford family has more long-term thinking than um the people that are running uh gm at 10:38 chrysler so they were in a better financial position um 10:43 but it remains the case today that the only company american car companies have not gone bankrupt or tesla and ford 10:49 uh and you know unless something changes significantly with rivien and 10:56 lucid they will both go bankrupt they're tracking to bankruptcy they may not i'm saying like that that 11:01 is currently like if that's an airplane they're like they're going like that so if something 11:07 happens to go is change okay but currently the intersection with 11:13 doom yeah so uh you know i i hope they are able to do 11:18 something but unless they cut their costs dramatically they'll deep trouble um 11:23 and and will end up in the in the cemetery like every other company with the exception of tesla and ford 11:30 uh anyway that diamond investment was essential to tesla survival around that time in mid 2009 we got a 11:37 letter a sort of a sort of a letter of interest like a non-binding letter of interest from the 11:44 doe for a loan that i believe was around 500 million dollars 11:51 um now that was not a loan where they just give you 500 million dollars that that was one where you spend the money you 11:58 provide invoices uh those invoices are provided to doe they then uh refund you 12:03 based on the audited expense expenses that you you paid it's not like lump sum type of thing it's retro it's 12:10 retroactive after you spend it it's a reimbursement it's a rainbow it's it's a it's a 12:16 a loan reimbursement so so not it's there's nothing nothing's given for free 12:21 it it's a loan reimbursement um so it's it's not it would not be possible to use 12:26 that as advanced capital to get make something happen it can only be used to reimburse you reimburse expenses that 12:32 have already taken place with a two to three month lag um and the first disperse that that that 12:39 letter of interest did not become an actual uh binding document until 2010. 12:44 and then and and the first money that tesla received as a reimbursement from that i think was 12:51 march or april of 2010 by which time the the recession had passed so if if we had needed the money 12:57 from that loan tesla would have gone bankrupt yeah um 13:04 so the the doa alone i think was was was helpful as an accelerant but it was not a life or death thing for tesla um and 13:11 ultimately the we the constraints the the the problem is that the doe was second guessing our 13:18 business plan and our execution so so we're like well we need to change business plan because if we keep going 13:23 in that direction we're going to die so we're going to go in that direction and in the non-death direction and then when you're explaining someone to the doe 13:30 why you're changing the plan and then they're like but the plan is different you need to stay to the plan like well if we stay the plan we're going to crash 13:36 and and the company will die and that's why we want to change the plan but that's the plan but that's the plan 13:44 okay this is not good uh and like you know 13:51 with enough effort we could actually get the doey to agree to change the plan but this was taking up a lot of bandwidth to 13:58 you know to be constantly convincing people at doe that the new 14:03 plan is better than the old plan so 14:09 uh so so after the uh ipo in 2010 uh 14:14 uh we paid back the doa loan um that's awesome and and we actually 14:19 had to pay a penalty an earlier there was an early repayment penalty so we paid back the loan with the interest 14:25 plus a prepayment penalty like taxpayers made money on the loan very important yeah uh taxpayers have 14:32 made money on the tesla doe loan um 14:37 you know uh whereas they're still 14 down on on 14 billion down on on gm so 14:44 um another thing was pointing out is none of the incentives 14:50 the ev incentives that exist not one of them was obtained by tesla not one of them 14:56 the the the 7 500 uh uh tax credit was general motors they're 15:02 the one who got that like tesla had no loving uh uh power in dc at all like the but gm 15:08 had huge lobbying powers they're the ones that got the 7 500 tax credit uh put in place 15:13 um and and nissan but we had basically no presence in dc 15:19 so um 15:24 because yeah i mean you'll certainly hear like oh tesla's tesla and tax credits i'm like okay well currently we don't have we the 7 500 tax 15:33 credit does not apply to tesla but it does apply to our competitors so anyone who has not made any any company 15:39 that's accumulated production below 200 000 cars has a 7500 tax credit and tesla does not 15:45 because we've we've long ago exceeded the 200 000 car maximum so 15:50 uh we tesla is at a competitive disadvantage with respect to tax credits 15:56 that is quite significant when you're talking about like say a 40 000 car and a 7500 tax credit that's like almost a 16:02 20 difference so a big deal so tesla is successful 16:09 currently in spite of our competitors having uh 16:15 materially greater tax advantages than tesla in spite of it not because of it if you 16:21 eliminated all in ev incentives tomorrow tesla's competitive position would improve 16:26 significantly i'll say again if you eliminated all tax credits in 16:32 ev tax credits tesla's position would improve immediately 16:37 tesla did the purpose what the tax credits were for right to drive that innovation ramp you guys just actually did it so fast that the competitors are 16:43 still using it yeah well when we started tesla gas was two under two bucks a gallon in california 16:49 and there were no tax credits so it's not from the standpoint of like hey this is a 16:54 a great opportunity i remember when we saw the tesla i i should be clear like the with it was 17:00 with an expectation of success of less than ten percent and the same for spacex 17:05 yeah and who in their right mind would think that that a car company would have anything more than attempts and probably 17:10 a success if you've never done built a car in your entire life before and uh there have been guys yeah there's 17:16 only this exactly there's only uh at the time you you know you're jam uh 17:21 ford and chrysler and but but the history of car companies is like they've been like over a thousand 17:28 car company startups in the united states and they're all dead so uh and 17:33 you know with the 2008 2009 recession gm and chrysler also went bankrupt so 17:39 so then that you know their chances of survival are extremely tiny 17:45 uh only like only a fool would start a car company with with electric car company or a car company whatsoever and 17:51 think that the probability of success was high so my initial thought for both tesla and 17:56 spacex was that i take half the money from the paper from paypal and i'd waste half of it on two 18:03 ludicrous ventures one being a car company and a rocket company and that would be dumb and i just lose it all and that'd be 18:09 but i'd still have 90 million left so whatever you know and but in the end 18:15 i i could i i like so the companies were like children to me so like it was like uh so i gave the companies all the money 18:21 that i had and then i would have had no money at all if tesla and spacex had not survived i would have owed a lot of 18:27 money and been personally bankrupt if if tesla's spacex had not survived 18:33 that hadn't happened we still wouldn't have electric vehicles yeah i think so it like tells us i mean 18:40 if she's like what is tesla's fundamental value it is to it is to serve as an accelerant to sustainable energy 18:45 um and if you say like uh but for tesla uh 18:50 what would the world be like um in in ways that like let's say you're sort of you're looking at this from 18:57 you know the macroeconomic god standpoint or or like a civilization or 19:03 you know the sims or something you know like what's the difference here the difference between tesla and not tesla 19:08 is by is how many years uh is sustainable energy accelerated that is 19:14 the fundamental good of tesla yeah yeah um and then there's there's also the autonomy thing uh which is 19:21 uh i think could also be very very significant it will be very significant but i'd say like in the absence of there 19:27 being a fundamental technology discontinuity in the form of electrification 19:33 and autonomy both of them together i think a new car company cannot succeed 19:39 so i'll tell you like actually the real reason that people should have been shorting tails and perhaps why some of 19:45 them were shorting tesla and the real reason that car companies uh new car companies cannot succeed or are why it's 19:51 very hard for them to succeed and this was first told to me by this uh this automotive investor when i 19:57 was at axel springer headquarters getting a golden steering wheel award and this this guy is apparently like the best automotive investor in the world 20:04 you know comes up to me and like he's like huh i know why you're going to fail i'm like well please tell me i can think 20:09 of several reasons um tell me when i don't know yes 20:15 and he said the he said the car companies don't make any money on the new car 20:21 sales they make all of their money selling used selling parts 20:27 to cars to the existing fleet so when the the warranty runs out like the life of a car before it hits the 20:33 junk car might be 20 years warranty is going to typically run out after four years and there's a bunch of stuff 20:38 that's not covered under warranty so if you've got a steady state fleet it means that 80 of your fleet is not under 20:45 warranty so you can sell high margin uh parts replacement parts for the for the 20:50 existing fleet and and you can sell your new cars at effectively zero zero margin 20:56 it's like it's like a razors and blades thing yeah yeah so you sell you sell the the razor for zero margin and you sell 21:02 the blades at higher margin so then this this creates an a massive barrier to entry for any new car company because 21:09 you have no existing fleet so so the only way for new car companies succeed is that does not have an 21:15 existing fleet is to charge a lot more uh for your car than what others are paying 21:22 than competitors and in order to charge a lot more have people actually buy it the product must be so so compelling 21:30 that people are willing to pay the premium above the alternative cars from from the 21:36 incumbent carmakers this is the only way and i think without both electrification 21:41 and autonomy this does not succeed so that is the only way to do it 21:47 you have to win on autonomy and you have to run on electrification and you have to make the product so compelling 21:53 that uh that it is worth paying the paying the uh the premium relative to the 21:59 incumbent competitors that's this is a very big deal yeah 22:05 very very big deal um so yeah why am exactly that customer by the way 22:11 what i first test drove a tesla in 2015. the acceleration and all that was cool the electric was cool but when i tapped 22:17 the stick for autopilot 1.0 and it locked on the rail on the road like rails and holy [ __ ] the future is here 22:23 and went from a four thousand dollar car to at the time of fully loaded model s opposite into the spectrum that exact 22:28 angle was it and that's gotten so many people right yeah 22:34 i probably still wouldn't be a tesla yeah exactly the thing that actually got me 22:40 um you know because we got to get a lot of flack for like autopilot deaths and stuff yeah but let me tell you that 22:46 yeah it's like no amount of statistics can convince people otherwise they're like yeah 22:51 yeah um but the thing that that actually got me to um 22:57 really get a move on with autopilot was that um this this anecdote illustrates several 23:04 things by the way um so uh 23:09 and i think this was this might have been like 2014 or something like that um 23:15 a model s owner in the bay area fell asleep while driving his model s 23:21 and ran over a cyclist and killed the cyclist now if there had been even basic lane 23:28 following um that cyclist would still be alive so i was like man if 23:33 if anything illustrates the importance of autopilot it's it's this case here where that innocent cyclist 23:38 would still be alive if if that guy that fell asleep had had a autopilot or any 23:43 kind of like lane following even basic lane pulling it wouldn't the car would not have veered off the road and killed the cyclist 23:49 so i was like we got to get a move on here this is a real safety issue um so that's part of what 23:55 it really uh you know encouraged me to like we need to go make this happen as quickly as 24:02 possible um but there's more to the story um the guy 24:08 that uh ran over the cyclist um did not internalize responsibility for himself uh he was he said the 24:14 problem was he blamed it on tesla and and and said he fell asleep because of the new car smell 24:21 i'm not making this up you can literally search the court records and he got a lawyer okay amazingly got a lawyer to represent 24:28 him and file a lawsuit against tesla saying it's not his fault he ran over the 24:34 the cyclist it's because of the new car smell that put him to sleep 24:39 now obviously when this got before the judge judge is like that's ridiculous case dismissed but 24:45 this just gives you some sense of both uh the importance of autopilot um 24:50 and generally people's unwillingness to internalize responsibility [Laughter] 24:55 car smells yes yeah 25:00 yeah i mean he actually had to engage a lawyer and file a lawsuit and you're like wow that's that's in the 25:06 court records yeah you're like okay dude maybe it's not maybe it's you i'm you know the 25:11 judge like it's you okay take responsibility for actions 25:18 so anyway um 25:23 but yeah so so that's why i think like unless some new car company 25:29 is able to solve autonomy and electrification and make a product that's extremely compelling and reach volume production 25:36 uh where with a cost of goods where the cost of the cost of the car is uh 25:42 low enough that you can charge a price where you don't exceed the affordability limit of of people like the 25:50 uh number of times i've had this conversation with with like rich investors on wall street is crazy because they 25:56 there are two factors at play one is a value for money uh the other is 26:01 uh fundamental affordability so by um these things are often conflated by 26:08 by p if somebody has is like uh you know has tens of millions of dollars lives on wall street and whatever they 26:14 they they don't understand that they just think about value for money they don't think about affordability like all cars are affordable if someone just 26:20 literally does not have enough money money in the bank account they cannot buy the car even if you rail desirability to 26:26 infinite like we'll just turn this directly you know this is this this thing you know 26:31 will transform into a jet and fly you to a private island that it will create by itself 26:40 you know like you make it so desirable that it's you can just make desirability 26:46 infinite but if it costs more than people can afford they can't buy it no matter how great it is 26:52 and so uh that affordability threshold is very very important so it must both be good 26:58 value for money and be affordable with uh in order to achieve the the unit volumes and where car companies can get 27:04 get kind of painted into a corner the corner of doom uh is 27:11 as if the um if the cost of the car is is so high that they have to raise the price of the 27:18 car to the point where the price of the car is and 27:25 review trouble uh they raise the price to the point where only a very small 27:30 number of people can afford the car no matter how desirable it is then 27:35 at that point if you cannot achieve a unit volume that covers your fixed costs you're you're screwed 27:42 so um and i i really need my advice for moving to 27:49 would be to cut costs immediately across the board dramatically uh or or they're doomed 27:57 yeah so or this applies to any car company yeah as you as you raise the price you're 28:03 sort of the the percentage of of people who can afford the car starts to drop exponentially 28:09 um so um you know like so i started getting 28:15 getting a car above a hundred thousand dollars very very few people can afford it no matter how desirable it is 28:21 uh and then you've got it but you've got to have enough unit volume to pay for 28:28 um just pay for your fix-up heads so you basically you've got to you cover 28:34 you've got to cover your operating expenses let's check 28:39 we can do a time check too if we need to no just a friend of mine it's like 28:44 suggesting that i troll hard drive by posting more memes from them they're just going to keep stealing 28:50 their memes and posting them without giving them any credit people love 28:57 to the that yeah exactly it's the whole point of me exactly yeah and typically you'll like the meme too 29:04 that you'll post and so people know where it's coming 29:10 you quit your own memes though don't you i sound like you create some memes um your mean king is strong thank you yeah 29:17 who control him my friend is saying i should post hard drive memes and 29:23 declare that i made it myself 29:29 and and then tell a hard drive to stop copying me 29:43 [Laughter] um 29:49 so yeah um you good on time too yeah yeah i'm um 29:55 i'm okay this i'm just getting little text buzzes so 30:01 um but nothing is like the house you know 30:06 something's on fire which by the way sometimes they do get the text on fire the house on fire the car is on fire the 30:13 dumpster is on fire so we've had a lot of dumpster fires to tesla actually 30:19 what's what's going on in fremont it seems like 30:29 [Laughter] 30:35 of the dumpster on fire floating down the river i mean things like if you have like a 30:40 lot of uh cardboard and wood packaging um in a dumpster then or whatever it's gonna 30:46 like it's flammable it's you know then somebody i don't know sometimes i think some of these things are some kids having fun or whatever 30:53 just like uh being arsonists and and some of it are just you know i don't know where how these things like trying 30:58 to figure out why is this stuff on fire i don't know it's on fire clearly but why did the 31:04 fire start i don't know nobody knows how the fire started like dumpster fires are actually not 31:10 that dangerous but they're like uh you know unless it's indoors or something but uh like an outdoor 31:16 dumpster fire is not intrinsically dangerous it's contained yeah it's contained it's like the dumpster is not going to melt or anything yeah uh so it 31:23 tends to just be like it just genera it creates drama but it's not like actually dangerous so currently 31:29 we get to give we've all been fsc beta you guys think thank you by the way it's been fun yeah thank you for testing that um recently got kicked out but 31:35 [Laughter] long long road trips 31:40 yeah i was on a long drive to san francisco and unfortunately on really long road trips i have this problem 31:45 where i'll get the nag thing will give me enough time and i'll disable and you know i did like 800 miles across texas and i'll get tired that's actually not 31:51 what it's about uh we currently get to give feedback for when the car does something wrong would it be useful if we got to give 31:57 feedback when the car did something like really well and really right because i have to do great things all the time but i have no way to like call 32:03 somebody or mark the video and say hey they did this turn incredibly interesting well and like it's sort of i 32:08 mean like because i was assuming the ai's being treated trained with reinforcement learning as well it'd be great if we could help give that 32:14 feedback when the car is like great job buddy like the plus one button or something i don't know 32:20 um all input is there yeah it won't produce error exactly listen unless unless somebody missed the 32:26 future in worst case no input is there like in some cases we've got like cool features nobody ever used when you knew 32:31 was there like the uh you know um wizards and winter dance with the model x doors 32:37 and uh it's rare to encounter a customer who actually knows about that most of them 32:42 doesn't don't know it exists and then we made it like too hard to to do and should be the opposite of an easter egg it should be like mac this maximize 32:48 number of people know about it not like minimize it i actually shot the video oh okay all 32:53 right great yeah i think like people didn't translate that to my car can also do 33:00 this yeah yeah it's true um 33:06 but still today i bet i bet the probably i don't know 33:11 at least two-thirds of model x owners have no idea the car can do that you're not talking about the christmas 33:16 dance are you yeah yeah oh yeah that's like such okay yeah 33:31 yeah yeah do you have like a favorite easter egg or feature that you've put 33:38 into the cars that yeah this is just your favorite 33:44 um well i mean i i suppose that the sort of wizards and winter door dance is my 33:49 favorite uh you know sort of easter eggy feature or fun thing that has no value in and of 33:54 itself uh entertainment yeah it's like it's entertainment but it's like uh 34:00 you know it's not it's like an unnecessary thing that's cool um 34:05 i mean there was the uh you know tap uh autopilot four times uh to play 34:12 uh more cabo yeah yeah like people would 34:18 but that's the one that you could accidentally do and then and then and then your screen turns to like mario 34:23 kart rainbow road and uh 34:29 [Laughter] 34:35 kids can't be sleeping during that time yeah i think i think it's quite a few times people accidentally 34:41 because like it is a thing you could just tap too many times it's like it's not one of those easter eggs you know it's like one of those like old school 34:47 arcade games where it's like up up down down left left right like you know it's like just press it four times in bingo 34:53 so i think a lot of people just accidentally like what happened am i going crazy why is the car doing 34:59 this yeah um so that that's a cool one 35:06 um you can change the car to 42 cars name change left universe and 35:12 everything um does uh the james bond where it turns into the 35:19 spider left me a car that's a submarine car base yeah yep um 35:38 if you want to change the uh screen to reindeer not funny we'll play the song 35:46 grandma got run over with reindeer [Laughter] grandma got run over by reindeer is the 35:52 haha not funny yes 35:59 is there any undiscovered easter eggs in production right now i mean there might be like i don't know 36:04 they don't necessarily tell me about all the easter eggs you know but i mean the thing is that uh like we can't spend too much time on 36:10 easter eggs because we should be that should be the improv the entire focus 36:16 well the problem if if something is rare like what you're really trying to do is maximize the area under the curve of 36:22 number of people times degree of enjoyment yeah so like it's fine to have like like a 36:28 you know a low effort easter egg that is something that 36:33 like a small number of people will get a lot of joy from and then you like area under the curve of like well they've got a lot of joy and it's but a small number 36:39 of people but you know the what you're really looking for is something that would uh provide a lot of people 36:44 enjoyment um and uh maximize the area under the curve of total total people times amount of average 36:51 enjoyment yeah that's that's what you're actually trying to do you know so that's why i can't get carried away with the easter egg stuff yeah um 36:58 yeah you really want everyone to experience it not not make it some extremely you know 0.01 percent of 37:03 people actually even notice this situation yeah um so um 37:10 i think we've got a lot of work to do actually with the with the basic software in the car like our web browser sucks 37:16 and um we definitely need to do work on the overall interface in the car like you 37:21 know there's a lot of complaints on the interface i think we do better on the interface but like if you try to use the web browser in the car it like takes a long 37:28 time to load and that's a trash browser yeah it's worse than like some you know 37:33 ipad from five years ago like by a lot um and um 37:39 like the real the rear screen and the snx the controls need a lot of work um but but like it can be quite 37:46 helpful for like entertaining your like having like your kids now has something to watch in the back yeah um and you can 37:52 put like youtube stuff on changer yeah if you play it's a game changer it is a game changer 37:57 but like for example like like that's something where we could um 38:03 we should have separate audio for the back and like like what's the point of like currently we play the same uh audio level for the for 38:10 that back screen in the front as in the back like it should just play the back should play that audio or it should like 38:16 route to a bluetooth that's keyed off of the rear screen and then you give them headphones or something 38:22 so that people can listen to music in the front and not get blasted by the youtube kids show audio in the front 38:29 which is currently the situation that's correct uh so there's like a bunch of stuff like that that we need to fix um 38:35 but the the but the overwhelming focus is is solving full self-driving so 38:42 um yeah and that that's essential and like that's really the difference between 38:47 tesla uh being worth a lot of money and being worth basically zero yeah yeah so 38:54 one question i was going to ask with a little maybe a lot uh remaining time would do is there any additional 39:00 questions or thought or misinformation about tesla or i don't know maybe you want to walk 39:05 around the factory or whatever you have time for it's kind of quiet so but whatever 39:11 whatever you have time for we'll game for um well i mean is there anything we should 39:16 go over that would be helpful and i think so some of these things are like just uh 39:21 like the whole founder thing is like yeah it's like it's like i think fundamentally like even a sort of like kind of a stupid question because 39:28 what does it mean to found something you know the there's there's some critical mass of 39:33 uh inspiration and perspiration but it's an it's a nebulous number or 39:39 nebulous metric to say uh you know who this person deserves to be a co-founder 39:45 this one doesn't it's nebulous um but i think if you you could apply the but for uh question like but for 39:53 this person would the company exist or would it would have gone bankrupt or not exist in in the form that it is 39:59 currently uh or in a much diminished form or simply not exist at all and the only two people that you could apply the 40:06 butt four argument to um are uh jb straval and me mm-hmm but for jv stroll with me tesla would i 40:12 would i think never have existed in any meaningful way and if it had it would have gone bankrupt 40:18 so that's those are the only two people that the before argument applies maybe you want to go into this here or 40:23 not um you mentioned i think on twitter very recently about the cold shoulder tesla and spacex and stuff has 40:30 experienced and the broader you know economic and political climate 40:35 do you want to share more about how and how that's been affecting chances 40:40 how do you see that changing as you know tesla expands in the great lone star state 40:45 uh sure so um i mean those that follow closely are aware of it i think you're probably 40:51 aware of it so somewhat of a rhetorical question i suspect but um the uh 40:57 i think the general public is not aware of the degree to which the unions control the democratic party 41:03 this is uh one does not need to speculate on this point uh last year uh 41:09 president biden held an eb summit where tesla was explicitly not allowed 41:15 to come but the uaw was so now tesla's made uh two-thirds of all 41:21 electric vehicles in the united states so deliberately excluding us from an ev summit at the white house 41:28 but including the uaw that tells you all you need to know 41:35 the the reality is the uaw would prefer that tesla was dead or unionized but not anything but alive 41:42 and unionized and there are no fans of sustainable energy therefore sustainable energy the entire 41:48 way so now at tesla far from uh 41:54 like tesla has the highest pay in the water industry uh and uh moreover the people that work 41:59 at a fremont plant have like you know five job offers to work somewhere else there's negative unemployment in the bay 42:05 area like try hiring someone in the bay area it's ridiculous it's negative unemployment so 42:11 our challenge is how do we convince people to stay given the many other opportunities that they have let 42:16 alone a union like they're like what we don't need union i've got five other jobs that's the real reason uh it's the complete opposite for for 42:23 what they're characterizing and the uaw has never been able to get even uh enough people to to do a vote let alone 42:30 get to 50 and california is an extremely pro-union state there's nothing you could do to stop a union if they want to come in 42:38 is it that it's like the california will roll out the red carpet so 42:44 um so then the the uw is like is basically forced to engage in like dirty tricks and and 42:50 attempt to demonize the me and anyone else associated with the company it's like if the company's like 42:55 basically the companies run by by someone who's perceived to be good then they have trouble unionizing because there's no they're like well he's a good 43:02 guy why would he why would you want to unionize that company so they have to make me that make me evil somehow and so 43:08 i i do not i as you can tell i don't like the uaw because they have 43:14 run a dirty tricks campaign on me since at least 2017. basically the point which they thought maybe tesla wasn't going to 43:20 go bankrupt because while they thought tesla was going to go bankrupt there was no point in dirty tricks uh when they 43:26 thought tesla might not go bankrupt that's when the the dirty tricks and the sort of smear campaigns started 43:31 so i'm not a huge fan of them now their their attacks uh did lose a bit of the wind in the sails when the 43:38 president of the uw was sent to prison [Laughter] 43:45 so that that took a little win out of it that took a little wind out of their sails and then when the next uaw president who 43:52 was supposed to be the person who would clean things up when he was sent to present also that also took some more wind out of 43:58 their sails um and um but since then they they you know 44:04 recently in the last several months they've sort of backed their their their old tracks 44:09 so and i mean that they have so much power over the white house that they can exclude tesla 44:16 from an eb summit it's insane insane uh and and and just in case in case the 44:22 first thing in case that wasn't enough then you then you have uh 44:28 president biden with maribara at a subsequent event uh congratulating uh mary for having led 44:36 the eevee revolution uh the 76 evs in q4 exactly exactly this 44:42 is it i mean i believe it was in the same quarter that gm delivered 26 electric vehicles and tesla delivered 44:49 three hundred thousand it's like not twenty six thousand twenty six 44:54 this is not this is what they what the what they said like it's not us saying oh oh you're 45:00 you're artificially saying their number is low no that's what they put in their earnings report okay we're just reading 45:05 it yeah so like that's like some next level insanity 45:11 so i think so it's not like it's not like a sort of a conspiracy theory it's just like it's 45:18 just just observe what like if if anyone is remotely impartial observer just observe the actions 45:24 and what other conclusion could you could you could you come to then uh 45:30 the current democratic party does not support tesla because it is not unionized 45:37 they would rather tesla was dead than than than be alive and non-unionized 45:44 so and i think the pressure on this will increase over time so 45:50 the more tesla is successful the more tesla is an existential threat to the uaw 45:56 and so this the more pressure they'll put on the people that they got they got elected to to do harm to tesla 46:06 has reception been tesla moving into texas i mean it's been good like 46:12 um i mean the thing about building the factory here uh 46:18 that's i think should be noted is that we built the factory here 46:23 in less time than it would have taken to get the permits in california 46:28 so the typical permitting time for a green field in california is two years 46:35 um two years and you're going to get sued by if 46:41 you're just gonna get sued because you're in california like uh 46:46 we didn't get any lawsuits here and we got the factory built in 18 months 46:52 it's insane yeah yeah sensing the factory come online i've flown here i'll get people in the airport be like oh do 46:58 you work at tesla they're so excited that's the general sentiment i've seen had a guy um while driving down to see 47:04 starbase stop me he's an oil man but he was like my goodness if this is what they're doing with the rockets their 47:09 cars have got to be amazing too i think it's working for people yeah 47:14 it's like i love living in california but the problem is you cannot get things done um yeah so it's like that's what i 47:21 mean like i don't this is not like this is simply a description of fact and ask anyone and anyone who's done a large 47:27 project in california how long would it take you to get the approval to proceed and pass sequa in california for a large 47:34 project oh two years and you're doing well if you do it in two years um and and you're going to get a ton of 47:40 people is going to sue you just just for the hell of it basically and like i said we got this built in 18 47:46 months less time that it would take him to get the permit down in california and when you go back to the fundamental good of 47:52 tesla is to what degree are we accelerating uh sustainable energy it matters if we get it done now or in two 47:58 years that explains a lot actually yeah i didn't think yeah so so we therefore 48:04 have a choice uh do a gig factory in california and delay uh progress by two years or yeah uh 48:11 accelerated by two years in durham texas yeah what is the marley right thing to do obviously texas yeah 48:17 yeah so and unless like this california's 48:23 gonna need like a crisis to have uh to have deregulation um 48:28 and delitigation um it's just the because there are 48:34 the the two entities that most control the democratic party are the unions and 48:39 secondarily the the plaintiff lawyers the the 48:45 plaintiffs bar on the law side so basically the lawyers that that suit um especially class action that's who 48:52 controls the democratic party uh anyone who's who's familiar with inside 48:57 baseball of this is will will agree with me this is in fact the case especially in california 49:03 so the issue is that the the lawyers write the legislation to make it easy to win lawsuits in california 49:09 because they they they they funded the election of the officials of the 49:14 people that got elected are funded by democrats and lawyers so then the right to legislation to make it easy to win 49:20 lawsuits and and get gigantic awards because they got the people elected and 49:25 you have this sort of circle of nightmarish circle until there has to be 49:31 an above zero percent chance of a republican getting elected in california it has to be above zero percent 49:37 otherwise you have a one-party state consequences action yes and then the the 49:43 political parties are irrelevant and it's just the primaries so that that's the situation where california is it and unless there's a 49:49 crisis i don't see i don't like that one possible solution is like more open 49:55 primaries like more open primaries i think would would reduce the probability of 50:00 uh of special interests uh manipulating the election 50:05 um i feel i think like in la the like the mayoral election is is open primaries or 50:12 sort of open primaries it's like it looks like like maybe where caruso will get get elected and he's like 50:19 i think it'd be great you know and uh but for the most part 50:25 california is it's it's gerrymandered to to hell and gone uh and to to ensure a super majority uh 50:32 democrat uh outcome generally speaking everything you do is 50:39 for humanity why why are we working why do you care about the politics why do you care about multi-planetary 50:45 species consciousness you mentioned that but like yeah do you ever get like 50:50 feel like that's maybe not the case or not true um 50:55 well i mean certainly at times when i you know have bounced off these things 51:01 so all right 51:10 i mean i think it's a good question you asked because it goes to like what it at a foundational level what is my philosophy 51:15 and why does it lead to this conclusion yes um so the 51:23 the reason is that when i was a teenager i had like an existential crisis to try to figure out 51:30 what's the meaning of life uh it doesn't seem to be any meaning um for me at least the religious texts and 51:38 i read all of them that i get my hands on did not seem convincing um so then i'm like okay 51:45 then i started reading the philosophers um you know be careful of like reading 51:51 german philosophers as a teenager i'm definitely not going to help with your depression 51:57 so reading show open hour nature like as an adult it's much more manageable but 52:03 as a kid you're like vote so so then i was like man i'm just like struggling to find meaning in life here 52:09 and then i read hitchhike's guide to the galaxy and basically what douglas adams was saying is that 52:16 we don't really know what the right questions are to ask like the question is not uh what's the meaning of life um 52:23 you know uh in the historic sky the galaxy turns out is big computer that's 52:30 and its goal is to uh answer the question what's the meaning of life and and earth comes up with the answer 42. 52:37 uh this is where the 42 number comes from uh and 420 is just 10 times 52:43 42. yeah uh so 52:49 um so what that in in that book with it which is really 52:55 sort of a book about is an existential philosophy book disguised as as humor 53:05 they come to the conclusion that no the real problem is is trying trying to formulate the the 53:11 question so and and to really have the right question you need a much 53:16 bigger computer than earth um and so 53:22 maybe like one way i think way of characterizing this would be say the 53:29 the universe is the answer what is the question and the the more or what are the 53:35 questions the more we can expand the scope and 53:40 scale of consciousness the better we can understand what questions to ask about 53:45 the answer that is the universe and the more we expand 53:51 consciousness you become a multi-planet species ultimately a multi-seller species 53:58 we have a chance of figuring out what the hell is going on and so 54:03 and this this is this is why i think we should have more humans and and and more 54:08 digital both biological and digital consciousness um and why we should become a multi-planet species and a multicellular 54:15 species is so that we can understand the nature of the universe 54:20 and then in order for that to occur then we have to make sure that things are good on earth 54:25 um you know an earth to disappear 54:31 so sustainable energy is important for ensuring the long-term viability of earth 54:39 and making life multi-planetary is important for extending consciousness um 54:46 and and ultimately we want to go and visit other star systems to see if there are alien civilizations there that perhaps still exist or perhaps died out 54:54 millions of years ago the the extraordinarily short 55:00 i feel i think don't realize just how short civilization 55:06 like it's it's so like so the first writings were only about five thousand years ago 55:11 so i don't know what happened around five thousand years ago but for whatever reason there's not really 55:17 writings before that so not some there's not like some coherent symbolic representation um 55:23 before about five thousand maybe fifty five hundred years ago so you can call like if you date civilization from the point of 55:29 which we had uh writing it's only five thousand years old um 55:36 earth has been around for i don't know four and a half billion years five billion ish 55:42 um the universe has been around for 13.8 billion years um 55:50 they were like shellfish basically 500 million years ago 55:57 so basically what i'm saying is civilization has existed for uh 56:02 an instant from a from a from a sort of a galactic time scale 56:09 frame of reference uh civilization at five thousand years is practice basically 56:16 flash in the pan so and if you look at the history of 56:22 civilizations which i encourage people to read the history of civilizations in fact there's literally a book called 56:27 the story of civilization it's quite good um and there's there's been the rise and 56:33 fall of many civilizations over the last five thousand years um 56:39 and if you look at say the the egyptian ancient egyptian civilization which is one of the first writings not the first but the but close to the first 56:48 you know they bought these incredible pyramids and had the sophisticated writing system 56:54 and then and then the people living in the area past a certain point 56:59 uh i know maybe around 1500 years ago the the last person who could read 57:05 hieroglyphics died i think so probably 1500 to almost 2000 57:10 years ago that's the they had and the and well before that the last people who 57:17 could build pyramids died and then and then basically people living next to 57:22 these structures with that didn't know where they came from and 57:27 with funny symbols written on them and if it took like 57:32 napoleon invading egypt and bringing a bunch of scholars with him and another zetastrone but much more 57:39 than the rosetta stone ultimately to decipher hieroglyphics it's quite a difficult thing to decipher 57:46 so i'm just saying like that's that's a civilization that had a really good run 57:52 the i mean the ancient egyptians had like 57:57 a 2 500 year run ish um 58:03 that's a very long time you know like 10 times longer than the united states has been a country 58:10 so but still they died out the ancient sumerians died out 58:17 um they were arguably the first like from an archaeological standpoint the first uh evidence of writing is the 58:25 ancient sumerian yeah um they even found like school books stuff 58:32 uh like clay school books with like teachers corrections and stuff 58:38 so it's just like basically civilization has existed for us 58:44 for a split second is really what it amounts to so um 58:50 i think it's very important that we become a multi-planet species while we can and before 58:56 uh technology potentially subsides below the level where it's possible like we're like 59:03 one of the possible scenarios and i think possibly even a probable scenario 59:09 is that our tech level actually drops like just like the ancient egyptians 59:14 just like every civilization which has gone through uh 59:19 you know you know it's gone sort of 59:24 on a sine wave but ultimately a downward sloping sine wave 59:31 so you know just like the the egyptians living in egypt forgot how to build 59:38 pyramids and read hieroglyphics um 59:43 we may forget to how to build spaceships 59:49 and so we should build the spaceships and make life multi-planetary while it is possible 59:54 and if there were to be a world war three which is not zero probability 1:00:00 um looking at recent events um what will be left after that 1:00:08 will they even be i mean will there will there be uh 1:00:14 who's to say what technology would be left after world war iii situation um 1:00:22 yeah should be noted that russia still has enough nukes 1:00:28 appointed at the united states to make every major city uh to make the radioactive rubble bounce 1:00:34 several times in every major american city currently it's not a small number 1:00:41 several thousand you've seen battlestar galactica i 1:00:46 presume right yeah do you think that's do you think this has all happened before 1:00:52 no not on earth anyway i mean archaeologists uh are really 1:00:59 trying hard to find anything interesting you know so if you found evidence of an advanced alien civilization you'd be 1:01:05 like the number one hero in the entire archaeological profession you know it's like they're trying very hard to find 1:01:10 these things we're not found anything so 1:01:16 and people sometimes ask me have i seen evidence of aliens i'm like i have 1:01:22 not um and frankly if i had seen have an evidence of aliens i'd be like hey guys 1:01:27 we found evidence of aliens everyone gives spacex lots more money because we we need to improve our rocket 1:01:33 technology otherwise these aliens are going to get us i thought 1:01:39 yeah i was an alien until like you know got your citizenship 1:01:44 that's an alien registration card it said 1:01:54 yeah totally um you know and like if if the dod had evidence of aliens that i mean 1:02:00 immediately tried them out and said danger aliens uh give us more money all of your money yeah and everybody like 1:02:07 absolutely that's not those these aliens may not be friendly you know so the best of my knowledge there's no 1:02:13 evidence of aliens so um but anyway like going back to the 1:02:19 philosophy part is like if you accept as a proposition that 1:02:24 we don't really understand the meaning of life and we wish to understand the meaning of life then in order to 1:02:30 understand the meaning of life we should expand consciousness such that we can ask better questions learn more 1:02:36 uh expand beyond the solar system uh ensure that life on earth is good 1:02:43 uh both collectively for civilization and um and then we can 1:02:50 be less dumb about the nature of the universe and maybe we can answer some questions about where this all came from and where it's going 1:02:58 i think that's a sound philosophy it's the least unsound philosophy i can think of English (auto-generated)
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0:05 所以這就像我們在這裡變得像一些嚴肅的戲劇所以 0:11 嗯，在我想見的並行線程上 0:17 有人和他們說，如果你從德國過來，你會順便路過，我在去印度的路上說沒關係 0:22 我要去戴姆勒總部和他們談談，嗯，看看是否有任何合作夥伴關係 0:28 可以有這是我忘記了確切的它是正確的，然後我才給出 0:34 iac 說話，就像我可以這樣放置它 0:41 嗯，我和我會見了呃他們的工程團隊，我說 0:47 喜歡有什麼你們喜歡的東西你們想要什麼喜歡在那裡你知道我想在這裡玩得很酷你知道呃即使 0:52 就像我們肯定需要某種夥伴關係，我們被搞砸了，呃，他們說他們很好 0:59 想著一輛電動智能汽車，所以如果我們要做點什麼，我覺得還可以 1:04 你知道你想什麼時候看 1:11 到 2009 年 1 月，我認為這是 1:17 十月或類似的事情，我和我談過 1:24 jb um 和喜歡 draw 和 scott 和 vineet 和其他一堆我喜歡的人 1:31 我們需要一輛智能汽車，呃，我們需要呃，把跑車動力總成塞進去 1:38 並製作一個定制電池，它需要在戴姆勒團隊在一月份來到這裡時正常工作 1:45 [笑聲] 哦，我的上帝，我們可以採訪 jb 並談論它，也許他可以添加一些 1:51 額外的顏色，所以現在問題是沒有智能汽車，呃，沒有 1:57 在美國賣，但在墨西哥賣，所以我們派人去墨西哥買個煙頭，然後開車越過邊境 2:04 呃所以所以我們只是我們所以我們這是一輛汽油智能汽車所以只是 2:10 帶著墨西哥車牌，所以我們去了在墨西哥買了一輛智能車開過邊境 2:16 然後再放一個烘焙機驅動單元和改裝電池 2:22 裝進智能汽車，並在 1 月鑽石代表團時讓它工作 2:29 來了，我記得在那個鑽石會議上，他們只是 2:35 他們就像為什麼很明顯他們很暴躁他們甚至不得不與我們見面他們不知道我們有這輛呃電動智能汽車 2:41 所以他們很生氣，他們不得不與我們見面，我們顯然正試圖盡快離開房間 2:46 是的，當我們開始時，我們犯了一個錯誤，就是從 powerpoint 開始，然後立即 2:52 讓他們更加暴躁，因為一切都在 powerpoint 中運行，他們已經看過太多的 powerpoint 幻燈片，他們就像字面意思一樣 2:57 準備好喜歡他們會從PowerPoint演示文稿中走出來，我說好，你想開車嗎 3:03 好吧，你是什麼意思，就像我們有一輛電動智能汽車，所以你想像這樣駕駛它 3:10 就像你沒有一輛不可能的電動智能汽車一樣，是的，它就在停車場 3:15 你可以去開車它實際上就像通常它是一輛智能汽車它像這東西一樣生病了 3:20 智能汽車中的烘焙機動力總成功率重量比這東西就像香蕉如果你真的可以在智能汽車中拉車輪 3:27 如果你確定是的，你可以把前輪從 3:37 你可以在智能汽車上燃燒橡膠真是太瘋狂了，這看起來很奇怪，就像你從未見過一樣 3:43 如果它像我喜歡的那樣移動它駕駛一輛智能汽車是的，它很棒 3:51 無論如何，所以我們有點讓他們大吃一驚，就像他們就像這樣 3:57 魔法你能想出它像電動智能汽車一樣嗎？我們三個月前從墨西哥買了一輛，我們在裡面放了一個烘焙機動力傳動系統 4:04 和一個修改過的電池組，你仍然像實習生一樣使用汽車，汽車的內部是如此完全可用 4:09 所以我們不喜歡 呃闖入內部空間 嗯，我們覺得是的，我們可以，他們覺得很好，這很漂亮 4:15 令人印象深刻，他們以前從未見過這樣的事情，所以他們很好，他們會的 4:21 考慮他們會做八八一些智能汽車呃限量生產這樣的一部分 4:27 是因為他們就像他們必須讓監管機構高興，所以這不像你知道他們需要一些你知道的可持續能源汽車來製造 4:34 監管機構很高興這就是這輛電動智能汽車的原因 燃料車隊里程 它不是 4:40 不是這不是鑽石的宏偉願景，而是讓這些惱人的監管機構擁有 4:45 我們的支持，所以為了學分，是的，就像合規一樣，它是合規的 4:52 合規車輛，所以就像必須製造最少數量的電動汽車，嗯，他們也可以製造燃料電池汽車，但是 4:57 那些更貴，是的，所以從這個角度來看，當時它真的更像呃 5:04 如果沒有我們的常規猴子，我們可以花最少的錢並獲得監管機構 5:10 這麼喜歡 5:16 所以我們最終為戴姆勒製造了一堆電動智能汽車 5:21 嗯，然後，隨著時間的推移，我們實際上把它擴展到像一個電動 AB 5:28 嗯，但是他們總是只是真正的合規車輛，他們不想讓 dyno 不願意放在 5:35 那個時候對電動汽車下了很大的賭注，所以數量和價格都是 5:41 總是喜歡數量太低價格太高這就是這些無論如何都會成為小眾車型 5:47 嗯，但無論如何，它確實導致了真正重要的是特斯拉 5:53 嗯，戴姆勒投資了 5000 萬美元，所以投資了 4000 萬美元 5:59 2008 年 12 月剛剛給了我們六個月的跑道，所以嗯，這基本上給了我們直到六月 6:05 2009年。嗯，在此期間再次 6:11 通用汽車破產了 克萊斯勒破產了 所以沒有很多人感興趣 6:17 投資一家初創汽車公司讓我們學習一家電動汽車公司是的，記住這是電動汽車的時代 6:22 愚蠢的同義詞你可以說你說你說它使用了電動汽車公司這個詞你可以嗎 6:29 替代笨蛋你想投資一家笨蛋汽車公司嗎 6:34 這就是大多數人聽起來的樣子 6:40 所以當時呃，我覺得就像戴姆勒一樣 6:45 戴姆勒隱約認為大眾集團可能會投資特斯拉，他們不希望這樣呃 6:54 所以他們基本上是阻止大眾投資特斯拉，順便說一句，大眾 7:00 不打算投資特斯拉，我和他們的人談過，他們表達了一些最初的興趣，但後來他們並沒有讓我更黑，所以 7:07 呃實際上是唯一一個唯一對特斯拉感興趣的投資者 7:12 一切都是戴姆勒，那是因為電動智能程序哇，嗯，所以他們投資了 7:18 以大約 5 億的估值向特斯拉 um 投資 1500 萬美元 7:25 所以結果是是的，是的，百分之十是對的，是的，是的，你有 10 家公司，而且 7:30 我們真的在這裡雜草叢生，所以希望這對某些人來說很有趣，嗯，是的 7:36 但這就像絕對是一些像你知道的更深層次的最糟糕的戰爭故事的東西 7:42 嗯，然後嗯，在 2009 年，我們還只是想知道如何真正讓道路進入 7:48 進入批量生產是的，所以我們無法達到批量生產，即使是按註冊標準 7:53 2008 嗯，我們的車裡還有一堆東西 7:59 帶來了我想我們設法交付了大約 20 或 25 輛汽車 8:04 2008 年，其中大部分是在 12 月，然後我們不得不把所有這些汽車都帶回來 8:10 讓你反映更換傳動系統 8:15 而且我認為他們中的大多數人也更換了電池組，所以呃 8:21 我的意思是這是一團亂七八糟的東西，基本上是瘋了，但在 2009 年 8:27 呃，這是我們真正想出如何讓汽車一半像樣呃一半像樣的時候 8:33 一條路，你可以把它給別人，它不會像馬上壞掉的，嗯 8:39 就像 2009 年的夏天一樣，汽車還沒有 8:45 呃，完全沒用的垃圾 8:51 嗯，然後我們做了一個 1.5 的烘焙機，然後呃弗蘭茲加入了 8:58 呃和法國幫助重新設計了道路並使用 roycer2 使其變得更好 9:03 嗯，然後基本上是 2009 年 2010 年初 9:10 那裡的跑車就像玩具一樣體面，是的 9:17 不像你知道的可以依靠的交通工具，但作為玩具，它變得體面了 9:22 大約在 2009 年以下 2010 年初。嗯 9:28 無論如何，以便 2009 年 5 月的鑽石投資 9:33 是什麼對呃特斯拉生存至關重要 呃不是政府 9:39 貸款，所以這是另一個誤解，呃，因為他們弄糊塗了 9:47 因為呃通用汽車和克萊斯勒和福特之間 9:53 jm 得到了巨額的救助，就像納稅人的數百億美元的驚人捐款一樣 9:59 美元，所以嗯，通用汽車得到了 300 億美元 10:05 講義基本上沒有還款，最後我檢查了有超過 140 億沒有還款，所以也許是 10:11 是的，這是一個真實的金額，雖然還可以，所以 14 呃尚未償還，我永遠不會懷疑 10:18 所以嗯，就像克萊斯勒得到了一大筆錢，然後呃，然後福特福特得到了 10:25 嗯，就像一個 50 億美元的貸款，但是福特的財務狀況更好，因為我不知道我是什麼原因 10:32 認為福特家族的窮人比那些正在運行呃通用汽車的人有更長遠的思考 10:38 克萊斯勒，所以他們的財務狀況更好 10:43 但今天仍然是唯一一家美國汽車公司沒有破產或特斯拉和福特 10:49 呃，你知道，除非 rivien 和 10:56 清醒他們都會破產他們正在追踪破產他們可能不是我那樣說 11:01 目前就像如果那是一架飛機，他們就像他們會那樣，所以如果有什麼 11:07 碰巧去是改變還可以，但目前與 11:13 厄運是的，所以你知道我希望他們能做到 11:18 但是除非他們大幅削減成本，否則他們會遇到麻煩 11:23 並且最終會像除特斯拉和福特之外的所有其他公司一樣進入墓地 11:30 嗯，無論如何，在 2009 年年中的那個時候，鑽石投資對特斯拉的生存至關重要，我們得到了 11:37 letter 一種感興趣的信件，例如來自 11:44 我相信大約 5 億美元的貸款 11:51 嗯，現在這不是一筆貸款，他們只是給你 5 億美元，那是你花錢的地方 11:58 提供發票 uh 這些發票是提供給他們然後 uh 退款給你 12:03 根據您支付的經審計的費用支出，它不像一次性付款類型的東西，它是複古的，它是 12:10 用完後可追溯 這是一個報銷 這是一個彩虹 這是一個 這是一個 12:16 償還貸款，所以不是，沒有什麼是免費的 12:21 是貸款還款 嗯所以不是不能用 12:26 作為讓某事發生的預付資金，它只能用來報銷你報銷的費用 12:32 已經發生了兩到三個月的滯後，並且第一次分散了那個 12:39 直到 2010 年，意向書才真正成為具有約束力的文件。 12:44 然後，特斯拉收到的第一筆錢作為報銷，我認為是 12:51 2010 年 3 月或 4 月，那時經濟衰退已經過去，如果我們需要錢的話 12:57 從那筆貸款特斯拉會破產是啊嗯 13:04 所以我認為單獨的 doa 作為促進劑是有幫助的，但它對特斯拉來說不是生死攸關的事情，而且 13:11 最終，我們受到了限制，問題是母鹿第二次猜測我們的 13:18 商業計劃和我們的執行，所以我們感覺很好，我們需要改變商業計劃，因為如果我們繼續前進 13:23 朝那個方向我們會死，所以我們要朝那個方向和非死亡方向走，然後當你向母鹿解釋某人時 13:30 為什麼你要改變計劃，然後他們就像，但計劃不同，你需要遵守計劃，如果我們堅持計劃，我們就會崩潰 13:36 公司會死，這就是為什麼我們要改變計劃，但那是計劃，但這就是計劃 13:44 好吧，這不好，你知道的 13:51 通過足夠的努力，我們實際上可以讓 doey 同意更改計劃，但這會佔用大量帶寬 13:58 你知道要不斷地說服人們在做那新的 14:03 計劃比舊計劃好所以 14:09 嗯，2010 年 uh 首次公開募股之後，嗯 14:14 嗯，我們還清了 DOA 貸款，嗯，這很棒，而且我們實際上 14:19 不得不提前支付罰款，因為提前還款罰款所以我們用利息償還了貸款 14:25 加上像納稅人靠貸款賺錢一樣的提前還款罰款非常重要是啊納稅人有 14:32 靠特斯拉貸款賺了錢 14:37 你知道，嗯，雖然他們在 140 億美元上仍然落後於通用汽車所以 14:44 嗯，另一件事是指出沒有任何激勵措施 14:50 不存在的 ev 激勵是由特斯拉獲得的，而不是其中之一 14:56 7 500 uh uh 稅收抵免是通用汽車，他們是 15:02 像特斯拉那樣得到那個的人根本沒有像通用汽車那樣在直流電中愛呃呃力量 15:08 擁有巨大的遊說力量，他們是獲得 7 500 稅收抵免的人 15:13 嗯和日產，但我們基本上沒有在dc 15:19 所以嗯 15:24 因為是的，我的意思是你肯定會聽到像哦，特斯拉的特斯拉和稅收抵免，我很好，目前我們沒有 7 500 稅 15:33 信用不適用於特斯拉，但它確實適用於我們的競爭對手，因此任何沒有建立任何公司的人 15:39 累計產量低於 200 000 輛汽車有 7500 稅收抵免，而特斯拉沒有 15:45 因為我們早就超過了 200 000 輛汽車的上限，所以 15:50 呃，我們特斯拉在稅收抵免方面處於競爭劣勢 15:56 當您談論 40 000 輛汽車和 7500 稅收抵免時，這非常重要 16:02 20 差異很大，所以特斯拉成功了 16:09 目前儘管我們的競爭對手有呃 16:15 比特斯拉有實質性的稅收優惠，儘管不是因為它，如果你 16:21 明天取消所有電動汽車激勵措施 特斯拉的競爭地位將提高 16:26 重要的是，如果您取消了所有稅收抵免，我會再說一遍 16:32 電動汽車稅收抵免特斯拉的地位將立即改善 16:37 特斯拉做到了稅收抵免的目的是為了推動創新，你們實際上做得如此之快以至於競爭對手 16:43 仍然在使用它是的，當我們開始使用特斯拉汽油時，在加利福尼亞州每加侖汽油價格低於 2 美元 16:49 並且沒有稅收抵免，所以這不是從這樣的角度來看，嘿，這是一個 16:54 我記得當我們看到 tesla ii 時，這是一個很好的機會，應該像它一樣清晰 17:00 對成功的期望不到百分之十，對 spacex 也是如此 17:05 是的，誰在他們的頭腦中會認為一家汽車公司除了嘗試之外還有其他的東西，而且可能 17:10 如果你以前從來沒有做過汽車，那你就成功了 17:16 只有這個，只有在你知道你是果醬的時候，呃 17:21 福特和克萊斯勒，但汽車公司的歷史就像一千多家 17:28 美國的汽車公司初創公司，他們都死了，所以呃和 17:33 你知道隨著 2008 年 2009 年經濟衰退，通用汽車和克萊斯勒也破產了，所以 17:39 所以你知道他們生存的機會非常小 17:45 呃，就像只有傻瓜才會用電動汽車公司或汽車公司開一家汽車公司， 17:51 認為成功的可能性很高，所以我最初對特斯拉和 17:56 spacex 是我從 paypal 的紙上拿了一半的錢，我會把一半浪費在兩個 18:03 可笑的企業是一家汽車公司和一家火箭公司，那將是愚蠢的，我只是失去了一切，那就是 18:09 但我還剩下 9000 萬，所以不管你知道什麼，但最後 18:15 ii 可以 ii 喜歡，所以公司對我來說就像孩子一樣，就像呃，所以我把所有的錢都給了公司 18:21 我有，然後如果特斯拉和SpaceX沒有倖存下來，我將根本沒有錢，我會欠很多 18:27 如果特斯拉的 spacex 沒有倖存下來，錢和個人就會破產 18:33 那還沒有發生，我們仍然沒有電動汽車，是的，我想它就像告訴我們我的意思是 18:40 如果她喜歡特斯拉的基本價值，那就是充當可持續能源的促進劑 18:45 嗯，如果你說像 uh 但對於 tesla 呃 18:50 世界會是什麼樣子，就像我們說你有點像你在看這個 18:57 你知道宏觀經濟上帝的觀點或者或者像一個文明或者 19:03 你知道模擬人生或你知道的東西，這裡有什麼區別特斯拉和非特斯拉之間的區別 19:08 是多少年 呃 可持續能源加速了 19:14 特斯拉的基本優點是的，是的，然後還有自主權，呃，就是 19:21 呃，我認為也可能非常非常重要，這將非常重要，但我想說的是，如果沒有 19:27 是電氣化形式的基本技術中斷 19:33 和自主權他們倆在一起我認為一家新的汽車公司不可能成功 19:39 所以我會告訴你人們應該做空尾巴的真正原因，也許是為什麼 19:45 他們在做空特斯拉，真正的原因是汽車公司呃新的汽車公司不能成功或者是為什麼它的原因 19:51 他們很難成功，這是這個呃這個汽車投資人在我第一次告訴我的 19:57 在 axel Springer 總部獲得金方向盤獎，這傢伙顯然是世界上最好的汽車投資者 20:04 你知道向我走來，就像他一樣，嗯，我知道你為什麼會失敗，我很好，請告訴我我能想 20:09 有幾個原因，當我不知道是時告訴我 20:15 他說他說汽車公司在新車上不賺錢 20:21 銷售 他們把所有的錢都賣給二手的賣零件 20:27 到現有車隊的汽車，因此當保修期結束時，就像汽車的壽命一樣，在它擊中之前 20:33 垃圾車可能是 20 年保修通常會在四年後用完，而且還有一堆東西 20:38 這不在保修範圍內，因此如果您擁有穩定狀態的機隊，則意味著您的機隊中有 80 台不在保修範圍內 20:45 保修，因此您可以出售高利潤的 uh 零件更換零件 20:50 現有車隊，並且您可以以有效零零利潤出售您的新車 20:56 這就像剃須刀和刀片一樣，是的，是的，所以你賣掉你以零利潤賣掉剃須刀，然後你賣掉 21:02 刀片的利潤率更高，因此這為任何新的汽車公司製造了巨大的進入壁壘，因為 21:09 你沒有現有的車隊，所以新車公司成功的唯一途徑是沒有 21:15 現有車隊為您的汽車收取的費用比其他人支付的要高得多 21:22 與競爭對手相比，為了收取更多的費用讓人們實際購買它，產品必須如此引人注目 21:30 人們願意支付高於替代汽車的溢價 21:36 現有的汽車製造商這是唯一的方法，我認為沒有電氣化 21:41 和自治這不會成功，所以這是唯一的方法 21:47 你必須在自治上取勝，你必須在電氣化上運行，你必須讓產品如此引人注目 21:53 那個 uh 值得支付 uh 相對於 21:59 現有的競爭對手，這是非常重要的，是的 22:05 非常非常重要，嗯，是的，順便說一句，為什麼正是那個客戶 22:11 我在 2015 年首次測試駕駛特斯拉。加速和所有很酷的東西電動很酷但是當我點擊時 22:17 自動駕駛儀 1.0 的操縱桿，它鎖定在道路上的軌道上，就像軌道和神聖 [__] 未來就在這裡 22:23 並從一輛四千美元的汽車到滿載時的車型 22:28 角度是這樣的，這讓很多人都說對了，是的 22:34 我可能仍然不會是特斯拉，是的，這正是真正讓我感興趣的東西 22:40 嗯，你知道，因為我們會因為自動駕駛死亡之類的事情而受到很多批評，是的，但讓我告訴你 22:46 是的，就像沒有多少統計數據可以說服人們，否則他們就像是 22:51 是的，但是那件事實際上讓我明白了 22:57 真正開始使用自動駕駛儀是，嗯，這個軼事說明了幾個 23:04 順便說一句，嗯，嗯 23:09 我認為這可能就像 2014 年或類似的 23:15 灣區一位模特的車主在駕駛他的模特時睡著了 23:21 如果還有基本的車道，現在就撞到騎自行車的人並殺死騎自行車的人 23:28 跟著那個騎自行車的人還活著，所以我就像男人一樣 23:33 如果有什麼能說明自動駕駛儀的重要性，那就是在這種情況下，那個無辜的騎自行車的人 23:38 如果那個睡著的人有自動駕駛儀或任何東西，他還活著 23:43 有點像車道跟隨即使是基本的車道拉它不會汽車不會偏離道路並殺死騎自行車的人 23:49 所以我就像我們必須在這裡採取行動，這是一個真正的安全問題，嗯，這是其中的一部分 23:55 真的，你知道鼓勵我喜歡我們需要盡快讓這件事發生 24:02 可能，但是這個故事還有更多內容 24:08 那個呃撞倒了那個騎自行車的人 嗯並沒有內化對自己的責任 呃 他是他說的 24:14 問題是他把這歸咎於特斯拉，並說他因為新車的氣味而睡著了 24:21 我不是編造的，你可以從字面上搜索法庭記錄，他有律師，還好，令人驚訝的是有律師代表 24:28 他並對特斯拉提起訴訟，稱他撞到汽車不是他的錯 24:34 騎自行車的人是因為新車的氣味讓他睡著了 24:39 現在很明顯，當這件事出現在法官面前時，法官就像是荒謬的案件被駁回，但 24:45 這只是讓你對自動駕駛儀的重要性有一些了解 24:50 以及人們普遍不願將責任內化 [笑聲] 24:55 汽車聞起來是的 25:00 是的，我的意思是他實際上不得不聘請律師並提起訴訟，而你就像哇，那就是 25:06 法庭記錄是的，你很好，伙計，也許不是，也許是你，我是你知道的 25:11 判斷你沒關係對行為負責 25:18 所以無論如何嗯 25:23 但是是的，所以這就是為什麼我認為除非一些新的汽車公司 25:29 能夠解決自動駕駛和電氣化問題，並製造出極具吸引力並實現量產的產品 25:36 uh where with a cost of goods where the cost of the cost of the car 呃 25:42 足夠低，您可以收取不超過像這樣的人的負擔能力限制的價格 25:50 呃，我和華爾街的有錢投資者談過很多次，這太瘋狂了，因為他們 25:56 有兩個因素在起作用一個是物有所值呃另一個是 26:01 嗯，基本的負擔能力，所以這些東西經常被混為一談 26:08 由 p 如果有人像呃你知道在華爾街有數千萬美元的生活，無論他們 26:14 他們不明白 他們只考慮物有所值 他們不考慮負擔能力 就像所有汽車都是負擔得起的 26:20 從字面上看，銀行賬戶裡沒有足夠的錢，即使你想買車，他們也買不到車 26:26 無限的，就像我們直接把它轉過來你知道這就是你知道的這件事 26:31 會變成一架噴氣式飛機，帶你飛到它自己創造的私人島嶼 26:40 你知道就像你讓它如此令人嚮往，以至於你可以讓它變得令人嚮往 26:46 無限，但如果它的成本超出人們的承受能力，那麼無論它多麼出色，他們都無法購買 26:52 所以呃，負擔能力門檻非常非常重要，所以它必須都是好的 26:58 物有所值，並且可以負擔得起，以實現單位數量和汽車公司可以得到的地方 27:04 被畫到角落厄運的角落呃是 27:11 好像嗯，如果汽車的成本如此之高，以至於他們不得不提高價格 27:18 汽車到汽車的價格和 27:25 審查麻煩呃他們將價格提高到只有很小的地步 27:30 有多少人買得起這輛車，無論它當時多麼令人嚮往 27:35 到那時，如果您無法達到涵蓋固定成本的單位體積，那您就完蛋了 27:42 所以嗯，我真的需要我的建議才能搬到 27:49 將是立即大幅削減成本，或者他們注定要失敗 27:57 是的，或者這適用於任何汽車公司，是的，當你提高價格時 28:03 買得起汽車的人的百分比開始呈指數下降 28:09 嗯，嗯，你知道，所以我開始得到 28:15 買一輛超過十萬美元的汽車，無論多麼令人嚮往，很少有人買得起 28:21 嗯，然後你得到它，但你必須有足夠的單位體積來支付 28:28 嗯，只需支付你的修理費用，所以你基本上你已經得到了你的掩護 28:34 你必須支付你的運營費用讓我們檢查一下 28:39 如果我們需要的不僅僅是我的一個朋友，我們也可以做一個時間檢查，就像 28:44 建議我通過發布更多來自他們的模因來控制硬盤驅動器，他們只會繼續竊取 28:50 他們的模因並在沒有給他們任何人們喜愛的信用的情況下發布它們 28:57 是的，這正是我的重點，是的，通常你也會喜歡這個模因 29:04 你會發布，所以人們知道它會在哪裡 29:10 你退出了你自己的表情包雖然不是你我聽起來像你創造了一些表情包嗯你的卑鄙國王很強大謝謝你是的 29:17 誰控制他我的朋友說我應該發布硬盤模因和 29:23 聲明我自己做的 29:29 然後告訴硬盤停止複制我 29:43 [笑聲] 嗯 29:49 所以是的，嗯，你也很準時，是的，是的，我是 29:55 我很好，我只是收到一些小短信，所以 30:01 嗯，但沒有什麼像你知道的房子 30:06 有些東西著火了，順便說一下，有時他們確實會看到文字著火房子著火了汽車著火了 30:13 垃圾箱著火了，所以實際上我們有很多垃圾箱著火了特斯拉 30:19 弗里蒙特發生了什麼 30:29 [笑聲] 30:35 著火的垃圾箱漂浮在河邊我的意思是，如果你有一個 30:40 很多呃紙板和木頭包裝，然後在垃圾箱裡，或者其他任何東西 30:46 就像它是易燃的它是你認識的然後我不認識的人有時我認為其中一些東西是一些孩子玩得開心之類的 30:53 就像你是縱火犯，其中一些只是你知道我不知道這些事情是如何嘗試的 30:58 要弄清楚為什麼這東西著火了，我不清楚它著火了，但為什麼 31:04 起火，我不知道沒有人知道起火是怎麼起的，就像垃圾箱起火實際上不是 31:10 那很危險，但他們就像你知道的，除非它是在室內或其他什麼地方，但就像室外一樣 31:16 垃圾箱著火本質上並不危險，它被控制住了，是的，它被控制住了，就像垃圾箱不會融化或任何東西一樣 31:23 往往就像它只是一般它會創造戲劇，但它實際上並不像現在這樣危險 31:29 我們得到了我們都已經是 fsc 測試版 你們認為謝謝你們，這很有趣是的，謝謝你們的測試，嗯最近被踢了但是 31:35 [笑聲] 長途跋涉 31:40 是的，我開車去舊金山很長一段時間，不幸的是，在很長的公路旅行中，我遇到了這個問題 31:45 我會在哪裡得到嘮叨的東西會給我足夠的時間，我會禁用，你知道我確實喜歡穿過德克薩斯州 800 英里，我會感到疲倦，這實際上不是 31:51 它是關於什麼的，我們目前可以在汽車出現問題時提供反饋，如果我們必須提供，會有用嗎？ 31:57 當汽車做得非常好和非常正確時的反饋，因為我必須一直做偉大的事情，但我沒有辦法喜歡打電話 32:03 某人或標記視頻並說嘿，他們做得非常有趣，就像我一樣 32:08 意思是因為我假設人工智能也接受了強化學習的訓練，如果我們能提供幫助那就太好了 32:14 當汽車像加一按鈕或我不知道的東西時反饋 32:20 嗯，所有輸入都在那裡，是的，它不會產生錯誤，除非有人錯過了 32:26 未來在最壞的情況下沒有輸入就像在某些情況下我們有一些很酷的功能，當你知道時沒有人使用過 32:31 有沒有像你知道的巫師和冬天與模型 x 門跳舞一樣 32:37 呃，很少遇到真正了解這些的客戶 32:42 不知道它存在，然後我們讓它變得太難做，應該與復活節彩蛋相反它應該像 mac 這樣最大化 32:48 有多少人知道它而不是最小化它我實際上拍攝了視頻哦好吧所有 32:53 對，很好，是的，我想人們沒有把它翻譯成我的車也可以 33:00 這 是 是 是 真的 嗯 33:06 但今天我打賭我打賭我可能不知道 33:11 至少三分之二的 Model x 車主不知道這輛車能做到你不是在談論聖誕節 33:16 跳舞 你是啊是啊 哦是啊 就像這樣 好吧 是啊 33:31 是啊是啊你有喜歡的最喜歡的複活節彩蛋或你放的功能嗎 33:38 進入汽車，是的，這只是你的最愛 33:44 嗯，我的意思是，我想那種巫師和冬天的門舞是我的 33:49 最喜歡的，嗯，你知道某種複活節彩蛋的功能或有趣的東西，但沒有任何價值 33:54 本身 呃 娛樂 是的，這就像娛樂，但就像呃 34:00 你知道這不是它就像一個不必要的東西很酷 34:05 我的意思是有你知道的 uh 自動駕駛儀敲四下 uh to play 34:12 呃 更多 cabo 是的，是的，就像人們會的那樣 34:18 但那是你可能不小心做的，然後你的屏幕變成了馬里奧 34:23 卡丁車彩虹路和呃 34:29 [笑聲] 34:35 孩子們在那段時間不能睡覺是的，我想我認為這是很多次人們不小心 34:41 因為就像它是一個你可以點擊太多次的東西它就像它不是那些你知道的複活節彩蛋中的一個它就像一個像老學校一樣的東西 34:47 街機遊戲，就像你知道的那樣從上到下從左到右就像在賓果遊戲中按四次一樣 34:53 所以我想很多人只是不小心喜歡發生了什麼我要瘋了為什麼汽車在做 34:59 這個是的，嗯，所以那很酷 35:06 嗯，您可以將汽車更改為 42 輛汽車名稱更改左宇宙和 35:12 嗯所做的一切，呃詹姆斯債券變成了 35:19 蜘蛛給我留下了一輛潛水艇基地的車 是的 是的 35:38 如果你想把呃屏幕改成馴鹿不好笑我們會播放這首歌 35:46 奶奶被馴鹿撞倒了[笑聲] 奶奶被馴鹿撞倒了 35:52 哈哈不好笑是的 35:59 現在生產中是否有任何未被發現的複活節彩蛋？我的意思是可能有，我不知道 36:04 他們不一定會告訴我你知道的所有復活節彩蛋，但我的意思是，呃，就像我們不能花太多時間在 36:10 復活節彩蛋，因為我們應該是即興表演的全部重點 36:16 好吧，如果某些事情像您真正想要做的那樣罕見，那麼問題是最大化曲線下的面積 36:22 人數乘以享受程度 36:28 你知道一個不費吹灰之力的複活節彩蛋 36:33 就像少數人會從中得到很多快樂，然後你喜歡曲線下的區域，他們得到了很多快樂，但這只是一小部分 36:39 的人，但你知道你真正在尋找的是可以提供很多人的東西 36:44 享受 um and uh 最大化總人數乘以平均數的曲線下面積 36:51 享受是的，這就是你真正想要做的，你知道，所以這就是為什麼我不能被復活節彩蛋的東西沖昏頭腦，是的，嗯 36:58 是的，你真的希望每個人都體驗它而不是讓它變得非常你知道 0.01% 37:03 人們實際上甚至注意到這種情況是啊嗯所以嗯 37:10 我認為我們在車上的基本軟件方面還有很多工作要做，就像我們的網絡瀏覽器很爛一樣 37:16 嗯，我們肯定需要像你一樣在車內的整體界面上做一些工作 37:21 知道有很多關於界面的抱怨我認為我們在界面上做得更好但是如果你嘗試在車上使用網絡瀏覽器就像需要很長時間 37:28 是時候加載了，那是一個垃圾瀏覽器，是的，它比你知道的一些更糟糕 37:33 五年前的 ipad 非常喜歡 37:39 就像真正的後屏幕和snx一樣，控件需要很多工作，嗯，但就像它可以相當 37:46 有助於娛樂你喜歡你的孩子現在有一些東西可以在後面看是的，你可以 37:52 把像youtube的東西放在改變器上是的，如果你玩它就是一個改變遊戲規則的遊戲 37:57 但是就像例如像這樣的東西，我們可以嗯 38:03 我們應該在後面有單獨的音頻，就像現在我們為 for 播放相同的 uh 音頻級別有什麼意義 38:10 前面的後屏幕就像後面一樣 它應該只是播放後面應該播放那個音頻或者它應該喜歡 38:16 路由到從後屏幕鍵控的藍牙，然後給他們耳機或其他東西 38:22 這樣人們就可以在前面聽音樂，而不會被前面的 youtube 孩子們播放音頻 38:29 目前的情況是正確的，嗯，所以有很多類似的東西我們需要修復 38:35 但是最重要的重點是解決全自動駕駛問題 38:42 嗯，是的，那是必不可少的，就像這真的是之間的區別 38:47 特斯拉呃值很多錢，價值基本上為零，是的，是的，所以 38:54 我要問的一個問題可能還有很多剩餘的時間會做是否有任何額外的 39:00 關於特斯拉的問題或想法或錯誤信息，或者我不知道也許你想走路 39:05 在工廠周圍或任何你有時間的地方都很安靜所以但無論如何 39:11 無論你有什麼時間我們都會為嗯嗯嗯我的意思是有什麼我們應該 39:16 複習一下會很有幫助，我認為其中一些事情就像呃 39:21 就像整個創始人的事情就像是的，就像我認為從根本上說就像一個愚蠢的問題，因為 39:28 找到一些你知道的東西是什麼意思，那裡有一些臨界質量 39:33 呃靈感和汗水，但這是一個模糊的數字或 39:39 模糊的指標說你知道這個人應該成為聯合創始人 39:45 這個不是很模糊，嗯，但我想如果你可以申請 but for uh question like but for 39:53 這個人是否會以公司存在或破產或不存在的形式存在 39:59 目前，呃，或者以一種大大減少的形式，或者根本不存在，並且只有兩個人可以申請 40:06 對 um 的四個參數是 uh jb straval 和我 mm-hmm 但對於 jv 和我一起漫步，我會不會 40:12 我會認為從來沒有以任何有意義的方式存在過嗎？如果有的話，它就會破產 40:18 所以這就是之前的論點適用的唯一兩個人也許你想在這裡進入這個或者 40:23 不是你提到的，我最近在推特上認為冷肩特斯拉和太空探索公司之類的東西已經 40:30 經驗豐富，您對經濟和政治氣候的了解更廣泛 40:35 你想分享更多關於這是如何以及如何影響機會的嗎 40:40 你如何看待你所知道的變化 特斯拉在偉大的孤星州擴張 40:45 嗯，當然，我的意思是那些密切關注的人都知道，我想你可能是 40:51 意識到它有點像一個修辭問題，我懷疑但是嗯嗯 40:57 我認為公眾不知道工會控制民主黨的程度 41:03 這個是呃這個不用揣測呃去年呃 41:09 拜登總統舉行了電動汽車峰會，明確禁止使用特斯拉 41:15 來了，但 uaw 是這樣，現在特斯拉已經佔了三分之二 41:21 美國的電動汽車故意將我們排除在白宮的電動汽車峰會之外 41:28 但包括告訴你所有你需要知道的 uaw 41:35 現實情況是，美國汽車工人聯合會寧願特斯拉死了或加入了工會，但除了活著什麼都沒有 41:42 和工會，沒有可持續能源的粉絲，因此整個可持續能源 41:48 如此現在在遠離呃的特斯拉 41:54 像特斯拉在水務行業工資最高呃呃還有工作的人 41:59 在弗里蒙特工廠，您知道有五份工作機會到其他地方工作，海灣地區失業率為負 42:05 像嘗試在海灣地區僱用某人這樣的地區，這很荒謬，這是負失業率，所以 42:11 我們面臨的挑戰是我們如何說服人們留下來，因為他們提供了許多其他機會 42:16 一個像他們一樣的工會我們不需要工會我還有其他五份工作這才是真正的原因呃這完全相反 42:23 他們正在描述什麼，而美國汽車工人聯合會從來沒有能夠得到足夠多的人來投票，更不用說 42:30 到 50 歲，加利福尼亞是一個非常支持工會的州，如果他們想加入，你無法阻止工會 42:38 是不是就像加州會鋪紅地毯一樣 42:44 嗯，那麼uw就像是基本上被迫從事像骯髒的把戲和 42:50 試圖妖魔化我和與公司相關的任何其他人，如果公司喜歡 42:55 基本上，公司由一個被認為很好的人經營，然後他們很難成立工會，因為沒有他們很好，他很好 43:02 伙計 他為什麼要讓那家公司成立工會 所以他們必須讓我以某種方式使我變得邪惡等等 43:08 我不喜歡你可以告訴我不喜歡美國汽車工人聯合會，因為他們有 43:14 至少從 2017 年開始對我進行骯髒的欺騙活動。基本上他們認為特斯拉可能不會這樣做 43:20 破產，因為雖然他們認為特斯拉會破產，但當他們 43:26 認為特斯拉可能不會破產的時候，骯髒的伎倆和那種抹黑運動開始了 43:31 所以我不是他們的忠實粉絲現在他們的攻擊確實在風帆中失去了一點風 43:38 華盛頓大學校長被送進監獄[笑聲] 43:45 所以這需要一點點勝利，他們的風帆有點風，然後當下一任美國汽車工人聯合會主席 43:52 應該是被派去出席的時候收拾東西的人，也多帶了些風 43:58 他們的帆嗯和嗯，但從那以後他們他們你知道 44:04 最近在過去的幾個月裡，他們有點支持他們的舊曲目 44:09 所以我的意思是他們對白宮擁有如此大的權力，以至於他們可以排除特斯拉 44:16 從 eb 峰會上看，這真是太瘋狂了，嗯，而且，以防萬一 44:22 萬一這還不夠，那麼你就有了 44:28 拜登總統與馬里巴拉在隨後的活動中祝賀 uh mary 領導 44:36 eevee 革命 呃 第四季度的 76 EV 正是這個 44:42 我的意思是我相信通用汽車交付了 26 輛電動汽車和特斯拉交付的同一季度 44:49 三十萬 不像兩萬六千二十六 44:54 這不是這就是他們所說的他們所說的不是我們所說的哦哦你是 45:00 您是在人為地說他們的人數很少，不，那是他們在收益報告中的內容，好吧，我們只是在閱讀 45:05 是的，就像下一個級別的精神錯亂 45:11 所以我認為它不像它不像一種陰謀論它就像它一樣 45:18 只要觀察一下，如果有人是遠程公正的觀察者，就觀察一下行為 45:24 你還能得出什麼結論呢 45:30 目前的民主黨不支持特斯拉，因為它沒有工會 45:37 他們寧願特斯拉死了也不願活著並且沒有工會 45:44 所以我認為這方面的壓力會隨著時間的推移而增加 45:50 特斯拉越成功，特斯拉對美國汽車工人聯合會的生存威脅就越大 45:56 所以這對他們被選來傷害特斯拉的人施加的壓力越大 46:06 接待是特斯拉搬到德克薩斯州嗎？我的意思是這很好 46:12 嗯，我的意思是關於在這裡建廠的事情 46:18 我認為應該注意的是我們在這裡建了工廠 46:23 比在加利福尼亞獲得許可證所需的時間更短 46:28 所以加州綠地的典型許可時間是兩年 46:35 嗯兩年，如果你會被起訴 46:41 你會被起訴因為你在加利福尼亞 46:46 我們在這裡沒有受到任何訴訟，我們在 18 個月內建成了工廠 46:52 太瘋狂了，是的，是的，感覺工廠上線了 46:58 你在特斯拉工作，他們很興奮，這就是我見過的一般情緒有一個人，嗯，一邊開車去看 47:04 星際基地阻止我，他是個石油人，但如果這就是他們對火箭的所作所為，他就像我的天哪 47:09 汽車也必須很棒，我認為它對人們有用是的 47:14 就像我喜歡住在加利福尼亞，但問題是你無法完成任務，嗯，是的，所以我就是這樣 47:21 意思是我不 這不像這只是對事實的描述，並詢問任何做過大事的人 47:27 加利福尼亞州的項目您需要多長時間才能獲得批准才能繼續並通過加利福尼亞州的大型項目 47:34 項目哦，兩年，如果你在兩年內完成，你會做得很好，而且你會得到很多 47:40 人們會因為它的地獄而起訴你，就像我說的，我們在 18 年建造了這個 47:46 比他在加利福尼亞獲得許可證所需的時間減少了幾個月，當你回到基本利益時 47:52 特斯拉是我們在多大程度上加速了可持續能源如果我們現在完成它還是分兩步完成它很重要 47:58 多年來，實際上解釋了很多是的，我不這麼認為，所以我們因此 48:04 有一個選擇，呃，在加利福尼亞做一個零工工廠，然後把進度推遲兩年，或者是的，呃 48:11 在德克薩斯州達勒姆加速了兩年，是的，馬利做什麼是正確的，顯然德克薩斯州是的 48:17 是的，除非像這個加利福尼亞的 48:23 需要像危機一樣讓你放鬆管制 48:28 和 delitigation 嗯，這只是因為有 48:34 最能控制民主黨的兩個實體是工會和 48:39 其次是原告律師 48:45 原告禁止在法律方面，所以基本上適合的律師尤其是集體訴訟 48:52 控制民主黨呃任何熟悉內部的人 48:57 這就是棒球會同意我的看法，這實際上是這種情況，尤其是在加利福尼亞 49:03 所以問題是律師們編寫了立法，以便在加利福尼亞州輕鬆贏得訴訟 49:09 因為他們他們他們資助了政府官員的選舉 49:14 當選的人是由民主人士和律師資助的，因此立法權使獲勝變得容易 49:20 訴訟並獲得巨額獎勵，因為他們讓人民當選 49:25 你有這種噩夢般的圓圈，直到必須有 49:31 共和黨人在加利福尼亞當選的機率高於零，它必須高於零 49:37 否則你有一個一黨制國家後果行動是，然後是 49:43 政黨是無關緊要的，這只是初選，所以這就是加利福尼亞的情況，除非有一個 49:49 危機我沒有看到我不喜歡一種可能的解決方案就像更開放 49:55 我認為像更開放的初選這樣的初選會降低 50:00 呃 特殊利益 呃 操縱選舉 50:05 嗯，我覺得我認為就像在洛杉磯一樣，市長選舉是開放的初選或 50:12 有點像公開的初選，看起來像是卡魯索會當選的地方，他就像 50:19 我認為你知道會很棒，但大多數情況下 50:25 加利福尼亞是不是它被分配到地獄然後去了呃確保超級多數呃 50:32 民主呃結果一般來說你所做的一切都是 50:39 為了人類 為什麼我們在工作 為什麼你關心政治 你為什麼關心多行星 50:45 你提到的物種意識，但是你有沒有像 50:50 感覺可能不是這樣，或者不是真的 50:55 好吧，我的意思是，當我知道你已經從這些事情中反彈的時候 51:01 所以好吧 51:10 我的意思是我認為你問的這個問題很好，因為它在基礎層面上喜歡它什麼是我的哲學 51:15 為什麼會得出這個結論 51:23 原因是當我還是個青少年的時候，我就像一場生存危機一樣試圖弄清楚 51:30 生命的意義是什麼，呃，這似乎沒有任何意義，至少對我來說，宗教文本和 51:38 我讀了所有我拿到手的東西似乎沒有說服力，所以我覺得還可以 51:45 然後我開始閱讀哲學家，嗯，你知道要小心閱讀 51:51 十幾歲的德國哲學家我絕對不會幫助你解決抑鬱症 51:57 所以閱讀顯示開放時間的性質，就像成年人一樣，它更易於管理，但 52:03 小時候，你就像投票一樣，所以我就像男人一樣，我只是在這裡努力尋找生活的意義 52:09 然後我讀了搭便車的銀河指南，基本上道格拉斯亞當斯說的是 52:16 我們真的不知道該問什麼正確的問題就像問題不是呃生命的意義是什麼 52:23 你知道，在歷史悠久的天空中，銀河係原來是一台大型計算機 52:30 它的目標是呃回答生命和地球的意義是什麼的問題，得出答案 42。 52:37 嗯，這就是 42 數字的來源，嗯，420 只是 10 次 52:43 42. 是的 52:49 嗯，那本書裡有什麼，真的 52:55 這是一本偽裝成幽默的存在主義哲學書 53:05 他們得出的結論是，真正的問題不是試圖制定 53:11 問題如此，並且要真正提出正確的問題，您需要很多 53:16 比地球更大的計算機嗯等等 53:22 也許就像我認為表徵這一點的一種方式一樣 53:29 宇宙就是答案，問題是什麼，更多或什麼是 53:35 問題越多，我們就可以擴大範圍和 53:40 我們越能理解要問什麼問題 53:45 答案就是宇宙，我們越膨脹 53:51 意識你成為一個多星球物種最終成為一個多賣家物種 53:58 我們有機會弄清楚到底發生了什麼，所以 54:03 這就是為什麼我認為我們應該有更多的人和更多的人 54:08 數字生物和數字意識嗯以及為什麼我們應該成為一個多星球物種和多細胞 54:15 物種是為了讓我們了解宇宙的本質 54:20 然後為了實現這一點，我們必須確保地球上的事情是好的 54:25 嗯，你知道地球會消失 54:31 所以可持續能源對於確保地球的長期生存能力很重要 54:39 讓生命多行星化對於擴展意識很重要 54:46 最終我們想去參觀其他星系，看看那裡是否有外星文明可能仍然存在或者可能已經滅絕 54:54 數百萬年前的異常短暫 55:00 我覺得我想沒有意識到文明有多短 55:06 就像它就是這樣 最早的文字大約在五千年前 55:11 所以我不知道大約五千年前發生了什麼，但無論出於何種原因，實際上並沒有 55:17 在那之前的著作，所以沒有一些沒有像一些連貫的象徵性表示 55:23 大約在五千年前，也許是五千五百年前，所以你可以打電話，如果你從文明的角度約會 55:29 我們有呃寫它只有五千年的歷史 55:36 地球已經存在了我不知道 45 億年 50 億 ish 55:42 嗯宇宙存在了138億年 55:50 它們基本上就像 5 億年前的貝類 55:57 所以基本上我要說的是文明已經存在了 56:02 來自某種銀河時間尺度的瞬間 56:09 參考框架呃文明五千年基本上就是實踐 56:16 曇花一現，如果你看看歷史 56:22 文明 我鼓勵人們閱讀文明史 實際上有一本書叫 56:27 文明的故事很好 56:33 在過去的五千年中許多文明的衰落 56:39 如果你看一下埃及古埃及文明，它是最早的著作之一，不是第一部，而是接近於第一部 56:48 你知道他們買了這些令人難以置信的金字塔並擁有復雜的書寫系統 56:54 然後是居住在該地區的人們超過某個點 56:59 呃，我知道大概 1500 年前最後一個能閱讀的人 57:05 象形文字死了，我想大概是 1500 到 2000 年 57:10 幾年前，那是他們擁有的，以及在那之前的最後一個人 57:17 可以建造金字塔死了然後基本上住在旁邊的人 57:22 這些結構不知道它們來自哪裡 57:27 上面寫著有趣的符號，如果它像 57:32 拿破崙入侵埃及並帶來了一群學者和另一個 zetastrone 但還有更多 57:39 比最終破譯象形文字的羅塞塔石碑要破譯是一件相當困難的事情 57:46 所以我只是說那是一個運行良好的文明 57:52 我的意思是古埃及人喜歡 57:57 一個 2 500 年的運行 ish um 58:03 這是一個很長的時間，你知道的時間比美國的時間長 10 倍。 58:10 所以但他們仍然滅絕了古代蘇美爾人滅絕了 58:17 嗯，從考古學的角度來看，他們可以說是第一個像第一個呃寫作的證據是 58:25 古代蘇美爾人是的，嗯，他們甚至發現了像教科書一樣的東西 58:32 呃，像黏土教科書，有老師的批改之類的東西 58:38 所以這就像基本上文明對我們來說已經存在 58:44 一瞬間真的是什麼意思 58:50 我認為在我們可以和之前成為一個多行星物種是非常重要的 58:56 嗯，技術可能會下降到我們可能喜歡的水平以下 59:03 一種可能的情況，我認為甚至可能是一種可能的情況 59:09 是不是我們的科技水平真的像古埃及人一樣下降 59:14 就像每一個經歷過的文明一樣 59:19 你知道你知道它已經消失了 59:24 在正弦波上，但最終是向下傾斜的正弦波 59:31 所以你知道就像生活在埃及的埃及人忘記瞭如何建造 59:38 金字塔和讀象形文字嗯 59:43 我們可能會忘記如何建造宇宙飛船 59:49 所以我們應該建造宇宙飛船，讓多行星的生命在可能的情況下 59:54 如果發生第三次世界大戰，這不是零概率 1:00:00 嗯，看看最近發生的事情，然後會剩下什麼 1:00:08 他們甚至會嗎？我的意思是會有嗎？ 1:00:14 誰說二戰後會剩下什麼技術呢 1:00:22 是的，應該指出俄羅斯仍然有足夠的核武器 1:00:28 在美國被任命讓每個主要城市呃讓放射性瓦礫反彈 1:00:34 在美國每個主要城市都有幾次，目前這不是一個小數目 1:00:41 幾千個你看過太空堡壘卡拉狄加我 1:00:46 假設是的，是的，你認為那是你認為這一切都發生過嗎？ 1:00:52 不，不是在地球上，我的意思是考古學家，呃，真的 1:00:59 努力尋找任何你知道的有趣的東西，所以如果你發現了先進外星文明的證據，你就會 1:01:05 就像整個考古界的頭號英雄你知道的，就像他們正在努力尋找一樣 1:01:10 這些東西我們什麼都沒找到所以 1:01:16 人們有時會問我有沒有看到外星人的證據 1:01:22 不是，坦率地說，如果我看到有外星人的證據，我會像嘿伙計們一樣 1:01:27 我們發現了外星人的證據 每個人都給了SpaceX更多的錢，因為我們需要改進我們的火箭 1:01:33 技術否則這些外星人會得到我們我想 1:01:39 是的，在你知道獲得公民身份之前，我一直是個外星人 1:01:44 那是一張外國人登記卡，上面寫著 1:01:54 是的，完全你知道，如果國防部有外星人的證據，我的意思是 1:02:00 立即試用它們並說危險外星人給我們更多的錢你所有的錢是的，每個人都喜歡 1:02:07 絕對不是那些這些外星人可能不友好你知道所以據我所知沒有 1:02:13 外星人的證據，嗯，但無論如何都喜歡回到 1:02:19 哲學部分就像你接受一個命題 1:02:24 我們並不真正了解生命的意義，我們希望了解生命的意義，以便 1:02:30 了解生命的意義 我們應該擴大意識，這樣我們才能提出更好的問題 了解更多 1:02:36 uh 擴展到太陽系之外 uh 確保地球上的生命是美好的 1:02:43 嗯，為了文明和嗯，然後我們可以 1:02:50 對宇宙的本質不要那麼傻，也許我們可以回答一些關於這一切來自哪里以及它要去哪裡的問題 1:02:58 我認為這是一個合理的哲學 這是我能想到的最不健全的哲學
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