Cybertruck's Next Sales Phase / Pipe Down, Liz / Rivian's New Feature ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. First up today, reservation holders for the Cybertruck in Canada are finally getting their emails to place their order. Reservation holders will be among the first to take delivery in Canada starting in October of this year. But it's not just Canadians getting the email as reservation holders in Mexico are getting it as well.

欢迎来到 Electrified，我是你的主持人，Dylan Loomis。首先，今天的新闻是，加拿大的Cybertruck预订持有者终于收到了可以下订单的邮件。这些预订持有者将在今年10月开始成为加拿大首批交付用户。但不仅仅是加拿大人收到这封邮件，墨西哥的预订持有者也收到了同样的通知。

There was some momentary consternation out there today, as for a moment, the Cybertruck had a federal luxury tax on the all-wheel drive variant of over $8000 and over $13,000 for the cyberbeast. It seems like that was a mistake because in Canada, the federal luxury tax is for vehicles over $100,000 but that are also under a certain GVWR. Gross vehicle weight rating. Any vehicles above 8,501 pounds should be exempt from that tax and the Cybertruck is indeed above that number. From the Cybertruck owner's manual, its GVWR is over 8,800 pounds.

今天有一阵子大家非常困惑，因为一度有消息称，四轮驱动版本的Cybertruck要缴纳超过8000美元的联邦奢侈税，而Cyberbeast版本则要缴纳超过13000美元。不过，这似乎是个错误。在加拿大，联邦奢侈税只适用于超过10万美元但总重量在一定范围内的车辆。任何重量超过8,501磅的车辆都应该免除这项税，因此Cybertruck实际上是免税的。根据Cybertruck的用户手册，它的总重量超过8,800磅。

Shortly thereafter, it was confirmed the Cybertruck is now luxury tax-free. And yes, the online configurator in Canada has been updated to reflect the change. I did see a lot of people bokeying at the price for the foundation series all-wheel drive, which in this case is the base model for now, being at $138,000. But when you factor in the exchange rate from the US dollar to the Canadian dollar, it's effectively the same price right around $100,000, which leaves the cyberbeast starting at $166,000.

不久之后，确认Cybertruck现在免征豪华税了。是的，加拿大的在线配置器已经更新反映了这个变化。我看到很多人对基础系列全轮驱动版的价格感到震惊，这款基础车型现在定价为13.8万加元。但是，如果考虑到美元和加元的汇率，实际上大约是10万美元左右，这使得Cybertruck的起售价为16.6万加元。

Both variants of the Cybertruck are expected to be delivered in October or November 2024. I was able to find some screenshots for Mexico and the all-wheel drive variant is starting at $2.2 million, which is about $117,000. Estimated delivery September to October this year. And the Cybertruck is $2.6 million, which is $138,000. Same delivery time frame. At the same time in the US, you no longer need a reservation to place an order so anybody can head to the website and buy an all-wheel drive or cyberbeast foundation series.

两种型号的Cybertruck预计将在2024年10月或11月交付。我找到了一些关于墨西哥的截图，全轮驱动款起价为220万比索，大约是11.7万美元，预计今年9月至10月交付。而Cybertruck起价为260万比索，相当于13.8万美元，交付时间相同。同时在美国，您无需预订即可下单购买全轮驱动或Cyberbeast基础系列车型，任何人都可以前往网站购买。

Tesla has also expanded the availability to demo drive a Cybertruck. I'll have this link below. You can plug in your zip code and there are more locations available. It looks like Tesla's gone through all the reservation holders for the Cybertruck in the US, meaning roughly 15 to 20,000 people have opted for the foundation series. The expectation has always been that there were well over 1 million reservations for the Cybertruck and now it's looking like Tesla will end up selling between 15 and 20,000 foundation series Cybertruck in the US after working through that whole list.

特斯拉已经扩大了试驾Cybertruck的服务范围。我会在下面提供一个链接。你可以输入你的邮政编码，然后会有更多可用的地点。看起来特斯拉已经联系了所有在美国预订了Cybertruck的人，大约有1.5万到2万人选择了基础版。人们一直预计Cybertruck的预订量超过100万，现在看来，特斯拉在处理完所有预订后，将在美国出售1.5万到2万台基础版Cybertruck。

There are people out there saying that's not a good sign for demand. Personally, I don't really agree with that. I think it's pretty obvious a majority of people are waiting for the more affordable variants, especially when you consider some of the challenges with the benefits of the foundation series. One being FSD still is not actually delivered to the Cybertruck, although it should be right around the corner. And two, when it comes to power share, many users were reporting much higher installation costs than I think many were expecting. All of this brings us one step closer to the more affordable variants of the Cybertruck and it's looking like that may happen sometime during quarter three.

有人说这不是需求的好迹象。个人而言，我不同意这个看法。我认为显而易见的是，大多数人在等待更实惠的车型，尤其是考虑到基础版的某些挑战。一个原因是完全自动驾驶功能（FSD）尚未真正应用到Cybertruck上，尽管它应该即将推出。另一个原因是，在电力共享方面，许多用户报告安装成本比预期高得多。所有这些都使我们更接近于推出更实惠的Cybertruck车型，并且看起来这可能会在第三季度某个时间发生。

Tesla owners of Kentucky shared they got word that Tesla's sales license has been granted in Kentucky just today. Tesla will be selling from Louisville soon. And to date, in Kentucky, direct sales by manufacturers have been restricted. This should mean that Tesla can now offer financing and leases in Kentucky as well. Elizabeth Warren just sent a 10-page letter to Tesla chair member Robin Denholm, basically criticizing the board about its lack of oversight and asking for answers when it comes to Elon's involvement and conflicts of interest with his other ventures.

肯塔基州的特斯拉车主分享了一个好消息：特斯拉的销售许可证今天刚刚在肯塔基州获批。特斯拉很快将在路易斯维尔开始销售。至今为止，在肯塔基州，生产商直接销售是受限的。这意味着特斯拉现在可以在肯塔基州提供融资和租赁服务了。伊丽莎白·沃伦刚刚给特斯拉董事会成员罗宾·丹霍尔姆发了一封长达10页的信，主要是批评董事会缺乏监督，并要求解释埃隆参与其他业务以及潜在利益冲突的问题。

Senator Warren has long been out to get the ultra-rich and of course, Elon falls in that category and they've had many public disputes in the past. Remember Warren's ultra-millionaire tax act, which was looking to tax capital, not income, and it would take 2% of household wealth north of $50 million up to $1 billion. And then 3% over $1 billion. To that, Elon said transferring capital from highly efficient capital allocators like entrepreneurs to highly inefficient allocators like the government would destroy the economy making everyone worse off. By the way, Sam Bankman Fried's father is Elizabeth Warren's tax legislation advisor. I really don't think it's worth spending too much time on this, the main reason being that Senator Warren has written letters like this to Tesla's board in the past. And so far, Tesla nor the board have actually ever responded to her. So I'm not sure they will this time around either. She brought up things like the chip reallocation, which we covered at length earlier this year. She argued that the existence of XAI creates unavoidable conflicts of interest, but again, we've talked at length how they're really not direct competitors when you actually understand the business models of both. Not to mention that long term Tesla is likely going to benefit heavily from the existence of XAI. And that most of the talent currently at XAI was never coming to Tesla no matter what they offer. So for Elon, it was let them go to some other company or start XAI Warren asked for the answers to her 10 questions no later than August 23rd this year. Warren still hyper focused on Tesla and Elon. But meanwhile, not batting an eye at things like insider trading in the government or the pentagon failing its independent audit now for six years in a row. I see states going after the fair share of the rich that create all the jobs in this country through their risk appetite in the capital they put to work. And we want to punish them. That's so un-American. It's a new issue that I don't think we've dealt with before. But to punish entrepreneurship, which essentially what is going on here, the first time we've ever had multi-billionaires from one idea of the Tesla idea, for example, the amount of jobs my son works for Tesla's the amount of jobs he's created. You may like him, you may hate him. There are very few people that take the risks that he takes that are willing to take those risks. And as a result, he deserves the rewards. Having politicians tell me that I've done something wrong, I find that very distasteful just because my outcome is success. That's un-American.

沃伦参议员长期以来一直针对超级富豪，而当然，埃隆·马斯克属于这类人，他们过去也有过很多公开争执。还记得沃伦的“超百万富翁税法案”吗？该法案计划对资本而非收入征税，对超过5000万美元至10亿美元的家庭财富征收2%的税，而超过10亿美元的部分则征收3%。对此，埃隆表示，将资本从像企业家这样高效的资本分配者转移到像政府这样低效的分配者手中，会摧毁经济，使每个人的生活变得更糟。顺便说一下，山姆·班克曼·弗里德的父亲是伊丽莎白·沃伦的税收立法顾问。 我认为不值得花太多时间在这个问题上，主要原因是沃伦参议员过去曾写过类似的信件给特斯拉董事会，但到目前为止，特斯拉和董事会都没有实际回应她。因此，我不确定这次他们是否会回应。她提到了一些事情，例如芯片的重新分配，我们今年早些时候已经详细讨论过。她还争辩说，XAI的存在会产生无法避免的利益冲突，但我们也深入讨论过，实际了解两者的商业模式后，XAI和特斯拉并不是直接竞争者。更不用说，从长远来看，特斯拉可能会从XAI的存在中受益良多。而且，目前在XAI工作的主要人才不管特斯拉提供什么条件，都不会去特斯拉。因此，对于埃隆来说，就是让他们去其他公司或创办XAI。 沃伦要求在今年8月23日之前回答她的10个问题。沃伦仍然高度集中精力在特斯拉和埃隆身上。但与此同时，她对政府中的内幕交易或五角大楼连续六年未通过独立审计等事情却视而不见。我看到各州试图从那些通过其风险偏好和投入资本创造了所有就业机会的富人那里获取公平份额。我们却想惩罚他们。那是如此不符合美国精神。这是一个我们之前没有处理过的新问题。惩罚创业精神，这实际上就是现在在进行的事情。我们有史以来第一次有像特斯拉这样的一个想法中诞生的多位亿万富翁。例如，我的儿子为特斯拉工作，他创造了大量的就业机会。你可能喜欢他，也可能讨厌他，但愿意承担他那样风险的人寥寥无几。因此，他应得这些回报。有政客告诉我我做错了什么，我觉得很反感，只因为我的结果是成功的。这是不符合美国精神的。

Acacia energy has started construction of a 410 megawatt hour battery storage project that will use Tesla megapacks commercial operations are expected to begin in 2026. Some of you have been asking about the sizing of these projects. For me, just a simple rule of thumb from zero up to 500 megawatt hours, those are smaller projects from 500 megawatt hours to 1000 megawatt hours or one gigawatt hour. Those are moderate size. Then in my book, anything over 1000 megawatt hours or one gigawatt hour would be a large project. They said the brandale best is one of four projects under development in the state. And it's clear that the Queensland energy sector is serious about the transition.

Acacia能源公司已经开始建设一个410兆瓦时的电池储能项目，该项目将使用特斯拉的Megapack电池，预计于2026年开始商业运营。有些人问到这些项目的规模。对于我来说，有一个简单的经验法则：从零到500兆瓦时是小型项目，从500兆瓦时到1000兆瓦时（即1千兆瓦时）是中型项目，然后在我看来，任何超过1000兆瓦时（1千兆瓦时）的项目都属于大型项目。他们说Brandale Best是州内正在开发的四个项目之一，很明显，昆士兰的能源部门对能源转型是认真的。

Charge map has now integrated Tesla's superchargers into its program across most of Europe, including Germany. Charge map users do still use the Tesla mobile app. Charge map users have access to the supercharger network and more than 1500 others. As the name implies, Charge map aggregates many of the different charging providers into one app that you can sort in filter. In short, their inclusion of the supercharger network should provide a slight boost to Tesla's utilization rates across Europe. For the Model S and the Model X in the United States right now, Tesla is offering a new three year bundle for $5,000, which will include FSD, free supercharging and premium connectivity.

Charge Map 现在已经在大部分欧洲地区（包括德国）将特斯拉超级充电站整合到其程序中。 Charge Map 用户仍然需要使用特斯拉手机应用程序。 Charge Map 用户可以进入超级充电站网络以及超过1500个其他充电站。 正如其名字所暗示的那样，Charge Map 将许多不同的充电服务提供商聚合到一个应用程序中，用户可以进行筛选和过滤。 简而言之，整合超级充电站网络应当可以稍微提高特斯拉在欧洲的使用率。 在美国，特斯拉目前为 Model S 和 Model X 提供一个新套餐，售价5000美元，包括三年内享受FSD（完全自动驾驶）、免费超级充电和高级连接服务。

Naturally, a three year bundle and you would think this would be a good option for people looking to lease. If you just paid the $99 per month though, over a three year term that works out to $3,564 premium connectivity for three years adds another $300, meaning you would have to supercharge $1,136 worth just to break even on this deal. If you assume 10,000 miles per year for the lease over three years is 30,000 miles, and then if you assume an average cost per mile for supercharging of 11 cents, that would be about $3,300 worth of free supercharging with this deal. That is, if you drive the max mileage allotment and do all of your charging at a supercharger.

当然，三年的套餐，你会认为这对想要租赁的人是个不错的选择。不过，如果你每月支付$99，三年的费用总共是$3,564，再加上三年的高级连接服务费$300，意味着你需要在超级充电上花费$1,136才能算是打平。如果你假设每年行驶10,000英里，三年就是30,000英里，然后假设超级充电的平均每英里成本为11美分，这样算下来大约是$3,300的免费超级充电，前提是你驾驶的里程达到最大限制，并且全部在超级充电站充电。

The word is, they're going to offer this bundle in Canada as well, but they've yet to put it on the Canadian configurator. In the US, Quicksilver is now an option for the Model 3 for an additional $2,000. On Tesla's supercharger page, they now have Nissan listed as coming soon. In 2023, Nissan sold just over 20,000 EVs in the US between the Aria and the Leaf. FSD version 12.5.1.3 has now begun rolling out to some early access customers so far, hardware for only, this is on software2024.26.10.

消息称，他们将在加拿大也提供这个套餐，但尚未在加拿大配置器上上线。在美国，Quicksilver现在是Model 3的一个选项，需额外支付2000美元。在特斯拉的超级充电站页面上，尼桑现在列为即将上线品牌。2023年，尼桑在美国售出了刚超过20,000辆电动汽车，包括Ariya和Leaf。FSD（全自动驾驶）版本12.5.1.3现已开始向部分早期用户推送，不过仅限配备硬件4的车辆，这是在软件2024.26.10上的更新。

Al Root wrote a piece for Barons talking about his experience with FSD12.5. It was very fair, but overall he did say it's much better than it once was. He said the car isn't perfect, some mistakes get made, but the overall experience with version 12.5 was eye opening. The car simply drove way better than in 2023 and early 2024. For me, the number of interventions was down with version 12.5 and the number of drives with zero interventions was up. It may not seem like much, but a fair review, dare I say nearly a positive review from a mainstream publication is a breath of fresh air. Rivian Tracker on X said they were able to confirm the charging port for the upcoming R2 has been moved to the rear driver side which will make it fully compatible with Tesla superchargers.

阿尔·鲁特为Barons撰写了一篇关于他使用FSD12.5版本的体验文章。文章评价十分公正，但总体上他确实表示这个版本比以前好多了。他提到车子还不完美，也会出一些小错误，但使用12.5版本的整体体验令人眼前一亮。车子的驾驶性能远远优于2023年和2024年初的表现。对我来说，12.5版本的干预次数减少了，零干预的驾驶次数增加了。虽然看起来不是很明显，但来自主流出版物的公正评价，甚至可以说是几乎正面的评价，的确让人耳目一新。Rivian Tracker在X平台上表示，他们已经确认即将推出的R2车型的充电口已移至后方驾驶员一侧，这将使其完全兼容特斯拉超级充电站。

This means the port will be in the same position as Tesla vehicles and the R2 is supposed to use Nax natively. This upcoming Rivian feature is pretty awesome and one that hopefully Tesla will actually copy from Rivian. In a Rivian software release, this is what you'll see saved to your USB drive. Every launch gets the driving data in times stamped in the video. Peak G4s, 0 to 60 time, top speed, state of charge, pretty nice. We knew retaliation was coming from China and here it is, they've lodged a complaint with a World Trade Organization over the EU's decision to impose tariffs. They said we urged the EU to immediately correct its wrongdoing and together safeguard China-EU economic and trade cooperation as well as the stability of the EV supply chain.

这意味着充电接口将与特斯拉车辆的位置相同，而R2则应该原生支持Nax。这项即将推出的Rivian功能非常棒，希望特斯拉真的能从Rivian那里借鉴。在Rivian的软件更新中，你会看到保存到USB驱动器上的内容。每次启动时，驾驶数据都会被录入视频中，包括峰值G4、0到60英里加速时间、最高速度、电池充电状态，挺不错的。 我们知道中国的反击即将到来，而现在它确实发生了。中国已经向世界贸易组织对欧盟决定征收关税提出了投诉。中国表示，我们敦促欧盟立即纠正其错误行为，共同维护中欧经济和贸易合作以及电动车供应链的稳定。

China has already threatened retaliation against European farmers and planemakers. For whatever it's worth, a law professor said the utility of the WTO case is limited as the case is likely to take at least two years to conclude. Remember earlier this year China filed a WTO complaint over US EV subsidies. Tesla stock closed the day at $200 flat, up 0.58% while the Nasdaq was up 0.51%. It was another very low volume day for Tesla trading about 61 million shares below the average volume the past 30 days. Hope you guys have a wonderful and a safe weekend. 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.

中国已经威胁要对欧洲的农民和飞机制造商进行报复。不管这话有多少分量，一位法学教授表示，世贸组织案件的效用有限，因为此案件可能至少需要两年才能结束。记得今年早些时候，中国就美国电动车补贴向世贸组织提出了申诉。特斯拉的股票当天收于200美元整，上涨了0.58%，而纳斯达克指数上涨了0.51%。这是特斯拉成交量再次非常低的一天，约6100万股，低于过去30天的平均成交量。希望大家有一个美好且安全的周末。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，非常感谢我的所有Patreon支持者。