New Record Setting Projects / "Sit Down and Shut Up" / Threatening to Quit ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up today, Energy.gov said the national average driving distance is 19.9 miles per day. This from a 2021 National Household Travel Survey. Regardless of MSA, which is Metropolitan Statistical Area, or it's just the population density of that location, everybody was under 25 miles per day. And the orange line, they say level 2 charging provides approximately 25 miles of range per one hour of charging. So, a driver can easily get more miles from an hour of level 2 charging while their EV is parked than the average person drives in a day. Personally, I think this is a great statistic to keep in the back of your mind the next time somebody brings up the talking point that EVs don't go far enough. A quick aside, my throat's pretty goofed up today could be allergies, not really sure, so just apologizing in advance if it's tough to listen to today.

欢迎收听 Electrified，我是主持人 Dylan Loomis。今天首先要讲的是，据美国能源部网站称，2021年国家家庭旅行调查显示，全国平均驾驶距离为19.9英里/天。无论是在大都市统计区（MSA）还是在人口密集地区，每个人的日均驾驶距离都不到25英里。根据调查，二级充电每小时大约可以提供25英里的续航里程。所以，当电动汽车停放时，司机通过一小时的二级充电就可以轻松获取比平均人每天驾驶距离更多的里程。我个人认为，下次有人说电动汽车续航里程不够时，这个统计数据很值得记住。顺便提一下，今天我的嗓子不太好，可能是过敏，也不太确定，提前为今天可能听起来不太舒服而道歉。

New plans have been unveiled for what would be the biggest wind project on Australia's main grid, a 5 gigawatt proposal for North Queensland. This coming from Australian developer Renewable Energy Partners, or REP, this will come back in a moment. This project will go in stages, but they're hoping to get the first 2 gigawatt stage up and running by the end of the decade at a cost of around $5 billion. Right now, the biggest operating wind project in Australia is 536 megawatts, and when looking at those under construction, the biggest is 1.33 gigawatts. So, this new plan is roughly 3.8 times bigger than the current biggest project that's under construction. Why I think this project is more interesting, because this region already hosts a 59 megawatt Kennedy Energy Park project. Connecting some dots, Kennedy Energy Park is already using 4 Tesla power packs. As we've seen over the past few weeks, Tesla megapacks are popping up regularly across different parts of Australia, and this REP company has already been working with Acacia Energy. It just so happens, Acacia Energy was established in 2021 in part by former Tesla execs. Acacia is also developing the Brendale Battery Storage project, which, yes, will incorporate Tesla megapack technology. In this region, with that Kennedy project, there's already a blueprint to combine wind, solar, and battery storage. It's always great to see major renewable energy projects, even if they're standalone, but in this case, I have a feeling this will open the door for more opportunities for the Tesla megapack.

澳大利亚主电网史上最大风电项目的新计划现已揭晓，这是一个位于北昆士兰的5吉瓦提案，由澳大利亚开发商可再生能源合作公司（简称REP）提出。这项目将分阶段进行，他们希望在这个十年结束前完成首个2吉瓦阶段，预计花费大约50亿美元。目前，澳大利亚最大的运行风电项目是536兆瓦，而在建的最大的风电项目是1.33吉瓦。因此，这个新计划大约是当前最大在建项目的3.8倍。 我觉得这个项目更有意思的原因是这个地区已经有一个59兆瓦的肯尼迪能源公园项目。联系几个信息点来看，肯尼迪能源公园已经在使用4个特斯拉电池模块。近几周，我们看到特斯拉的大型电池储能系统在澳大利亚各地频频出现，而REP公司已经在与Acacia能源公司合作。而巧合的是，Acacia能源成立于2021年，由前特斯拉高管部分创立。Acacia还在开发布伦德尔电池储能项目，这个项目也会采用特斯拉的大型电池储能技术。 在这个地区，结合已有的肯尼迪项目，已经有一个整合风能、太阳能和电池储能的蓝图。看到大型可再生能源项目总是令人振奋的，即使是单一的项目，但在这个案例中，我有一种感觉，这将为更多特斯拉大型电池储能系统带来机会。

Then, in the States, in Fresno County, California, there are now plans for a 20 gigawatt solar, 20 gigawatt storage plan for challenged land. This solar plus storage project is called the Valley Clean Infrastructure Plan. If they pull this off, this would cover 1-6th of California's electricity requirements in 2035. They've already signed an MOU for 400 megawatts of solar and battery storage, looking at a commercial operation date between 2028 and 2030. Again, it looks like this build out will take a decade plus, but major plans are in the works. To put the size of that into context, this article was written in March of this year listing the world's biggest solar farms. Number one, the Xinjiang solar farm in China had a capacity of 5 gigawatts. The rest after that were all under 2.8 gigawatts. Obviously, based on that data, this 20 gigawatt project planned for California would be the biggest in the world by multiples. Something to keep an eye on in the auto market across Europe, some leasing companies are threatening to quit the business altogether if regulators force them to go EV too fast. That's because the lower resale values are forcing them to raise the prices on EV leases. If the residual values are lower than the company is expecting at the end of the lease, then that company takes a financial hit and in turn is forced to increase the price of the lease. The CEO of one of these main leasing companies said, if we're pushed very, very hard that everything has to be electric too soon, my shareholders will say we don't want the risk and we'd be out of the market. But we're not talking about 2% lease rates here like we do with Tesla, and Europe 60% of new cars of all fuel types are leased. When it comes to EVs, the proportion is even higher at 80%. Across 16 different European countries, 60% of new EVs go to corporate fleets and commercial buyers, and those buyers almost exclusively use leases and about half of the remaining sales to private buyers are also leases. In markets with no EV subsidies for private buyers like Britain and Belgium, individuals accounted for just 23% and 8% respectively of new EV purchases last year. Translation, leasing is a huge deal across Europe. In many of these countries, EV subsidies have been cut, and now prices on these leases are being raised.

然后，在美国加利福尼亚州弗雷斯诺县，现在有计划在一块问题土地上建设一个20吉瓦的太阳能和20吉瓦的储能项目。这个太阳能加储能项目被称为“山谷清洁基础设施计划”。如果他们成功完成，这将覆盖2035年加州电力需求的六分之一。他们已经签署了一份有关400兆瓦太阳能和电池储能的谅解备忘录，预计在2028年至2030年之间投入商业运营。显然，这个建设过程将需要十年以上，但重大计划已经在进行中。为了让大家了解这个项目的规模，这篇文章是在今年三月写的，其中列出了世界上最大的太阳能农场。排名第一的是中国新疆的太阳能农场，容量为5吉瓦。其余的都在2.8吉瓦以下。显然，根据这些数据，加州计划的20吉瓦项目将是全球最大的项目，规模远超已有的太阳能农场。 需要注意的是，在整个欧洲的汽车市场，一些租赁公司正在威胁如果监管机构过快推行电动汽车，它们将退出市场。这是因为较低的转售价值迫使它们提高电动汽车租赁价格。如果在租赁期结束时电动汽车的残值低于预期，公司将面临财务损失，进而被迫提高租赁价格。某主要租赁公司的首席执行官表示，如果我们被强硬要求尽快全面使用电动汽车，我的股东会说我们不想承担这种风险，我们将退出市场。但我们不是在谈论像特斯拉那样的2%的租赁率，在欧洲，60%的新车(包括各种燃料类型)是通过租赁的。对于电动汽车，这个比例甚至更高，达到80%。在16个不同的欧洲国家中，60%的新电动车销售给了企业车队和商业买家，而这些买家几乎全部都使用租赁，其余的销售中约有一半也是通过租赁完成的。在没有私人购买电动汽车补贴的市场，如英国和比利时，去年个人购买新电动车的比例分别只有23%和8%。换句话说，租赁在整个欧洲是一个大问题。在许多国家，电动汽车补贴已经被削减，现在这些租赁的价格正在上涨。

Alexander suggested that Elon should invite Trump to gigatexis to increase his understanding of EVs and Tesla's products and services. To which Elon said, good idea, he's a big fan of manufacturing in America and Tesla's have the most American content of any cars. Which Elon amplified by sharing another post from Sawyer. For inquiring minds, it was just highlighting data that we talked about earlier this year. On the cars 2024 American made index, the Model Y was number 1, the Model S was 4, the Model X number 9, and the Model 3 number 21. And Ford and GM are not nearly as American made as most of the public still thinks.

亚历山大建议埃隆邀请特朗普到德州超级工厂（gigatexis），以增加他对电动汽车和特斯拉产品及服务的了解。对此，埃隆表示这是个好主意，因为特朗普非常支持在美国制造，而特斯拉汽车是所有车中美国零件含量最高的。为了进一步说明，埃隆又分享了索耶的另一篇帖子。帖子内容基本是重申了我们今年早些时候讨论的数据。在2024年的美国制造汽车指数中，Model Y排名第一，Model S排名第四，Model X排名第九，Model 3排名第二十一。而公众普遍认为的福特和通用汽车的美国产化程度远不及特斯拉。

There was a new study put out by the International Council on Clean Transportation. We've shared a few studies like this in the past, but the main takeaway here, most emissions associated with BEV sedans are in the manufacturing stage. But those higher manufacturing emissions for 2024 Model Year BEV sedans are paid off after about 15,200 miles of driving. If somebody brings up emissions from making EVs, you can simply reply to them by saying, well, after driving it for one year, all of those higher emissions are paid off or offset.

国际清洁交通委员会发布了一项新研究。我们以前也分享过几项类似的研究，但这次的主要结论是，大部分与电动轿车有关的排放都发生在制造阶段。不过，2024款电动轿车在行驶大约15,200英里后，这些较高的制造排放就被抵消了。如果有人提到制造电动车的排放问题，你可以简单地告诉他们，电动车开一年后，这些较高的排放就被抵消了。

Sure, the one year number may be rounding up slightly to get up to that 15,200 miles. Most people drive a little bit less than that each year, but I still think it's fair. On the SUV side for Model Year 2024 vehicles looking at their chart, you can see BEVs charging on 100% renewables and BEVs with an average grid mix come in significantly lower when it comes to the estimated lifecycle greenhouse gas emissions for the lifetime of the vehicle. If you like being armed with data, I'll have this report below. After Elon's conversation last night, the UAW has now filed complaints or sued both Trump and Elon, alleging that they both advocated for firing striking workers. These unfair labor practices charges were filed with the National Labor Relations Board.

当然，一年的数据可能会稍微四舍五入，达到15,200英里。大多数人每年的驾驶里程比这个要少一些，但我依然认为这个数据挺公平的。关于2024年款的SUV，从他们的图表来看，可以看到使用100%可再生能源充电的电动汽车（BEVs）和使用平均电网混合电力充电的电动汽车在估算的生命周期温室气体排放量方面明显较低。如果你喜欢了解数据，我会把这份报告附在下面。在昨晚Elon的谈话之后，国际汽车工人联合会（UAW）现在已经提起投诉或诉讼，指控特朗普和Elon都曾主张解雇罢工工人。这些不公平的劳动行为控告已经提交给全国劳资关系委员会。

Here's the comment there being sued over. And I'd be happy to help out on such a commission if it were formed. You're the greatest cutter. I mean, I look at what you do. You walk in and you just say, you want to quit? They go on strike day. I won't mention the name of the company, but they go on strike and you say, that's okay. You're all gone. You're all gone. So every one of you is gone and you are the greatest. You would be very good. Oh, you would love it. Well, if you have to help out. Come to your own conclusions, but to me, it seemed like a playful, joking kind of comment, not like they were really truly advocating for firing striking workers.

这是他们被起诉的那段评论。而且如果成立这样的委员会，我愿意帮忙。你是最厉害的裁员专家。我是说，我看你做的事情。你走进去，然后直接问，你要辞职吗？他们决定罢工一天。我不会提公司名字，但他们罢工了，然后你说，没关系，你们都走，你们全都走。所以，你们每一个人都没有工作了，你真是太厉害了。你会非常擅长这个。哦，你会喜欢这个工作的。如果你需要帮忙的话。你可以自己判断，但对我来说，这像是一个轻松、开玩笑性质的评论，不像是真正提倡解雇罢工员工。

It's obvious Sean Fane has no love for Trump or Elon. He said, they want working class people to sit down and shut up and they laugh about it openly. It's disgusting, illegal, and totally predictable from these two clowns. I can at least speak on behalf of Elon saying that he absolutely cares about working class people. Elon loves the retail investor and always has.

显然，肖恩·费恩对特朗普和埃隆都没有好感。他说，他们想让工人阶级的人闭嘴坐下，并且公开嘲笑这种事。这很恶心，也不合法，而且完全可以预见这两个人会这样。我至少可以代表埃隆说，他真的关心工人阶级的人。埃隆非常爱小散户投资者，而且一直如此。

The overarching reason Elon is not a fan of unions is because they largely slow down progress. Not to mention, the UAW has been embroiled in scandals and embezzling now for years. Replying to the news, Elon said the last two UAW presidents went to prison for bribery and corruption and based on recent news, it looks like this guy will join them. This guy being Sean Fane and he's likely referring to the recent allegations that Sean Fane retaliated against a VP who refused to act on orders that would have benefited his partner and sister.

埃隆不喜欢工会的主要原因是它们常常拖慢进步速度。更不用说，UAW（美国汽车工人联合会）已经卷入了多年的丑闻和贪污案件。对于这条新闻，埃隆回应说，前两任UAW主席都因为贿赂和腐败入狱了，而根据最近的消息，这位新任主席可能也要步他们的后尘。这位新任主席是Sean Fane，埃隆指的是最近的指控，称Sean Fane对一名副总裁进行报复，因为该副总裁拒绝执行一些有利于Fane的合作伙伴和妹妹的命令。

There are also current allegations about more embezzling. New York just announced $200 million in funding for school districts and operators to switch to electric school buses. This is the second round of funding from a $4.2 billion project announced in 2022. During the first round, more than 75 school districts applied for funding for some 350 electric buses.

目前还有更多关于挪用公款的指控。纽约刚刚宣布将提供2亿美元的资金，用于学校和运营商更换成电动校车。这是从2022年宣布的一个42亿美元项目中的第二轮资金。在第一轮资金中，超过75个学区申请了大约350辆电动校车的资助。

The state of New York mandates that all school buses on the road must be zero emission by 2035 and from 2027 all new school buses purchased must be ZEV. The weekly Tesla China number came in at $15,500. Comparing that to the same weekend quarter two, that number was $9,800. Thus quarter over quarter, Tesla China is now up 42.8% and year over year, they're up 19.9%.

纽约州规定，到2035年，所有在道路上行驶的校车都必须是零排放的车辆。从2027年起，所有新购买的校车必须是零排放车辆。 特斯拉中国本周的销售额为15,500美元。相比于上一季度同一周末的9,800美元，特斯拉中国的销售额环比增长了42.8%，同比增长了19.9%。

It's also the first time in a while this metric is at least somewhat relevant, the remaining record pace. If Tesla could do over 14,700 units per week for the next seven weeks, they would set a new record quarter. Let me be clear though, I'm not predicting that or expecting that as we do have some strong incentives that we'll be falling off at the end of this month unless they're extended. Either way, at least domestically when it comes to Tesla and China, they're doing very well so far I've always loved the saying adversity either makes you or breaks you. Choose wisely.

这是指标一段时间以来首次具有一定的相关性，剩余记录速度。如果特斯拉在接下来的七周里，每周可以生产超过14,700辆汽车，他们将创造新的季度记录。不过，让我明确一点，我并不是在预测或期望这种情况实现，因为我们确实有一些强力的激励政策将在本月底结束，除非它们被延长。不管怎样，至少在国内市场上，特斯拉在中国表现非常好。我一直喜欢的一句话是：逆境要么让你成功，要么让你崩溃。谨慎选择。

I know everyone has their own stuff they deal with but I firmly believe moving your body even if just for a few minutes each day is a game changer for mental health and resiliency, it's not just physical. I partnered with AG1 the sponsor of this video to promote the message of taking care of our body since we only get one. I don't know how AG1 would or would not work for you but it's become something that I prefer to have in my life. Just like Tesla, there's a lot of noise out there about it so just focus on the facts.

我知道每个人都有自己需要处理的事情，但我坚信每天哪怕只是活动几分钟，对心理健康和应对能力都是一个巨大的改变，这不仅仅是身体上的。我和这段视频的赞助商AG1合作，推广关爱我们的身体的信息，因为我们的身体只有一个。我不知道AG1对你来说效果如何，但它已经成了我生活中的一个偏好。就像讨论特斯拉一样，外面有很多噪音，所以只关注事实即可。

It's a quick and easy way to get 75 vitamins, minerals, and probiotics in every serving with only 50 calories and less than 1 gram of sugar. I'm sure you know people in your life that are sedentary, tired, unmotivated, etc. And maybe it's you. If so, just start where you are. Sometimes one good decision can get the positive change snowball moving. In an observational study by AG1, they found 80% of people noticed less gas and bloating after just one month with AG1. But as I always say, the only way to find out is to try it for yourself.

这是一种快速简便的方法，每次服用就能摄取75种维生素、矿物质和益生菌，而且只有50卡路里和不到1克的糖。我相信你身边一定有一些人生活方式久坐不动、感到疲惫、缺乏动力，或许你自己也有这种情况。如果是这样的话，就从你现在的情况开始。有时候，一个好的决策就能带来连锁的积极变化。在AG1进行的一项观察性研究中，他们发现80%的人在服用AG1一个月后，胀气和腹胀感都有所减轻。但正如我常说的，唯一的方法就是亲自去尝试。

If you'd like, you can get a one-year supply of Vitamin D3K2, which many people lack and that leads to fatigue, and five travel packs at drinkag1.com. I'm sure many of you have seen this already, but I know some of you are not on X. Sawyer's mom moved into a retirement community and the local fire official was just asking the residents if anybody owned a Tesla. She raised her hand and then the fire official said Teslas are catching fire left and right and should be parked near garage exits. And it's no surprise that even Sawyer's mom was prepared for the FUD and she pushed back against it. It's just crazy to me that we have people in positions of power like a local fire official that are still completely lost in the sauce when it comes to basic data.

如果你愿意，你可以在 drinkag1.com 获取一年的维生素D3K2补给，以及五个旅行装。很多人缺乏这种维生素，导致疲劳。我相信你们中的许多人已经看过这个信息了，但我知道有些人不使用X社交平台。 索耶的妈妈搬进了一家退休社区，当地的消防官员询问居民是否有人拥有特斯拉。她举起了手，然后消防官员说特斯拉经常起火，应该停在车库出口附近。但即使是索耶的妈妈也预料到了这些恐惧、不确定性和怀疑（FUD），并进行了反驳。让我觉得不可思议的是，竟然还有这些掌权的人，如当地的消防官员，对基本数据还是一无所知。

Rivian is doing its best Tesla impersonation with their new Connect Plus software package. Apple Music, Audible, YouTube, Spotify title TuneIn, but they're also offering a vehicle hotspot for up to eight devices using the onboard LTE, which right now is not a feature that Tesla offers. There are some other features too, but right now customers get two months of a free trial and then after that it's $14.99 per month or $149.99 per year. You can knock Rivian for copying Tesla if you want to, but I would not because as I always say, success leaves clues.

Rivian正在模仿特斯拉，他们推出了一个新的软件包叫Connect Plus。这个软件包有Apple Music、Audible、YouTube、Spotify和TuneIn等服务，还提供车载热点，可以让最多八个设备连接使用车内的LTE网络，而现在特斯拉还没有这一功能。还有一些其他功能，目前客户可以免费试用两个月，之后每月收费$14.99或每年$149.99。如果你想批评Rivian在模仿特斯拉，那也无妨，但我不会这么做，因为我一直相信成功会留下线索。

On the Tesla careers page, there's a new job posting for 25 guns, their engineering task force, which historically has largely been geared towards Giga Berlin. Some of you OGs will remember we first learned about Tesla's 25 guns back in 2020 when there was an email address 25gunsattesle.com that was accepting job applications. The role you'll be working on tough, critical path projects and exciting challenges that do require immediate attention. It's for people that enjoy solving hard problems that have a maniacal sense of urgency to roll up their sleeves and to get things done. You gotta love the what you'll bring.

在特斯拉的招聘页面上，有一个新的职位发布，面向"25枪"，即他们的工程特遣队。这个特遣队历史上主要是针对柏林超级工厂的。一些老粉丝可能还记得我们在2020年首次了解到特斯拉的"25枪"，当时有一个电子邮件地址25gunsattesle.com，接受职位申请。这个岗位将让你参与解决艰难、关键路径项目和需要立即处理的挑战。这个职位适合那些喜欢解决难题并且有强烈紧迫感、愿意亲力亲为的人。你需要热爱你所带来的改变。

They say a minimum five years working experience like you would expect or a clear display of excellence and outstanding achievements when experience is missing. I don't at all want to disrespect Seal Team 6 because I actually grew up watching those videos and documentaries. But if you're not familiar with 25 guns, just think something like Seal Team 6, a special group of the best of the best. And to anybody watching who has ever risked your life or served in any capacity, I won't lie if I had one question to ask on a quarterly call, one of them might be what is the one project that your 25 guns team is working on most recently. Those are the type of questions I think Elon and the team would actually respect.

他们说，最低需要五年的工作经验，这是你所预期的，或者在缺乏经验的情况下，表现出卓越和杰出的成就。我并不想对海豹突击队6队不敬，因为我实际上是看着那些视频和纪录片长大的。但如果你不熟悉25支枪的事情，只需把它想象成类似于海豹突击队6队的一个特殊团队，是最优秀中的最优秀。对任何曾经冒险或在任何岗位上服务的人来说，我不撒谎，如果我在季度电话会议上可以问一个问题，其中之一可能是你们的25支枪团队最近在做什么项目。我认为这些问题会真正受到埃隆和团队的尊重。

We shared some clips of Tesla's diner, supercharger location in Hollywood yesterday and there was also a job posting for a Tesla diner experience specialist but they're already no longer accepting applications. Again, I think there's an outside chance this would open later this year but I'm expecting quarter one 2025. This one isn't really news, it just happens to be one of the cooler looking Cybertrucks that I've seen. The black wrap with the mountains in the cage make it look pretty sweet in my book. If nothing else, maybe some inspiration for future Cybertruck owners.

昨天我们分享了一些关于特斯拉餐厅和好莱坞超级充电站位置的片段，还发布了一个特斯拉餐厅体验专家的招聘信息，但他们已经不再接受申请了。再说一次，我认为今年晚些时候开业的可能性不大，我预计会在2025年第一季度开业。这其实不算什么新闻，只是我看到的一个特别酷的Cybertruck。黑色的外包装和笼子里的山峰图案，让它看起来非常酷。如果你是未来的Cybertruck车主，也许这能给你一些灵感。

In a stunning development, VW has pushed back the launch of its Trinity flagship EV, the one that was supposed to come with level 4 self-driving. This one is now delayed to the early 2030s. Instead, they may pull forward a golf EV. One reason they gave, so they could use their current EV platforms for a longer period of time, allowing their investment cost to be better amortized. Their NAB platform is supposed to be upgraded in 2026 and their PPE platform in the next three years in partnership with Rivian. They also said this move is a reaction to the slowdown of the EV market. VW said it needs to make significant cost cuts and reduce production capacity to revive margins. According to industry players, the average dealership profitability industry-wide dropped 30% in the first half of this year with Nissan and Stellantis dealers taking the biggest hits.

令人惊讶的是，大众汽车推迟了其Trinity旗舰电动车的发布，该车原本计划配备四级自动驾驶功能。现在，这款车将推迟到2030年代初发布。相反，他们可能会提前推出一款电动高尔夫车。大众给出的一个理由是，这样他们可以更长时间使用现有的电动车平台，从而更好地摊销投资成本。他们的NAB平台计划在2026年升级，而PPE平台将在未来三年内与Rivian合伙升级。他们还表示，这一举措是对电动车市场放缓的反应。大众表示，需要进行大量成本削减和减少产能以恢复利润率。据业内人士透露，今年上半年整个行业经销商的平均盈利能力下降了30%，其中日产和Stellantis的经销商受到的冲击最大。

So far, Nissan has been a laggard when it comes to hybrids and hybrid or plug-in hybrid models accounted for 29% of Toyota sales last year in the US. I know some people are rooting for dealerships to fail thanks to all of the anti-competitive antics lately, so figured you would like this about 25,000 Cadillac lyrics have been recalled, but they're already fixing this with you guessed it in OTA update. The problem was a software fault that caused the anti-lock braking system to falsely activate. A quick reminder because this vehicle is somewhat of a cultural phenomenon, the Volkswagen ID buzz is set to hit US markets sometime later this year.

到目前为止，日产在混合动力车方面一直处于落后状态，而去年丰田在美国的销售中，混合动力和插电式混合动力车型占了29%。我知道有些人因为最近经销商的不正当竞争行为希望他们倒闭，所以想告诉你一个消息，有大约25,000辆凯迪拉克被召回，但他们已经在通过OTA更新（在线升级）解决这个问题。问题是一个软件故障导致防抱死制动系统误启动。顺便提醒一下，这款车在文化方面有一定影响力，大众的ID Buzz预计将在今年晚些时候进入美国市场。

The autonomous Chinese company WeRide is moving forward to file an IPO in the US looking for a valuation of just over $5 billion. The company holds permits to operate autonomously in China, the UAE, and Singapore. It also has permits to test with a driver and without a driver in California, and it's actively testing in San Jose. The company also offers advanced driver assistance systems and plans to sell them to OEMs. Their revenue for the first half of this year was $20.7 million. As you can see, their setup looks a lot like cruises. Zickers 007 sedan is set to begin deliveries next week in the Chinese market, but there they only have 500 ultra-fast charging stations, and they plan to double that by the end of this year. That's relevant because they said this new battery in this vehicle is going to be able to charge 10% to 80% in just 10.5 minutes. It's a new LFP battery that's supposed to have the same charging performance even at 14 degrees Fahrenheit.

中国的自动驾驶公司文远知行（WeRide）正在推进在美国的IPO申请，目标估值略超过50亿美元。该公司持有在中国、阿联酋和新加坡进行自动驾驶运营的许可证，并且在加利福尼亚州持有有司机和无司机测试的许可证，目前正在圣何塞积极测试。文远知行还提供高级驾驶辅助系统，并计划将其出售给原始设备制造商。今年上半年，该公司的收入为2070万美元。正如你所见，他们的模式非常类似于Cruise。Zickers 007轿车下周将在中国市场开始交付，但目前他们只有500个超快速充电站，计划在今年年底前将这一数量翻倍。这一点很重要，因为他们表示，这款新车的电池能够在10.5分钟内从10%充电到80%。这是一个新的磷酸铁锂（LFP）电池，即使在华氏14度（约摄氏-10度）的低温下也能够保持相同的充电性能。

If you go to the video they shared, which I'm sure was in ideal conditions, at one point it got up to 457 kilowatts. It didn't stay there very long, but it was over 350 kilowatts for most of this video. We'll wait to see a real-world charging curve, but you love to see advancements like this because it does put some more pressure on Tesla. I did want to share a few high-level takeaways from the Trump and Elon conversation, so if you're not interested in hearing about that, no worries at all. That would be a good time to click off the video, just looking out for everybody out there.

如果你去看看他们分享的视频，我相信这是在理想条件下拍摄的，有一刻功率也达到了457千瓦。虽然这种状态没有持续很长时间，但在视频的大部分时间里功率都超过了350千瓦。我们会等待实际的充电曲线出现，但看到这样的进步总是让人高兴，因为这给特斯拉带来了一些压力。 我还想分享一下特朗普和埃隆对话中的一些重要内容，所以如果你对此不感兴趣，现在可以选择退出视频了。我只是考虑到每个人的需求。

One, even if you vehemently disagree with what Elon is doing, I really think he's just doing what he believes is best for the country as a whole, not just what's best for Tesla, and for me I actually respect that. Two, I actually think Elon may have won over a large group of Trump supporters last night by specifically not talking his Tesla book too much, and by also not vilifying oil and gas. Many of us have known Elon has held that stands for years, but I'm pretty sure the millions of people that will now hear this conversation didn't all know that.

第一，即使你强烈反对埃隆的做法，我真的觉得他只是做他认为对整个国家最好的事情，而不仅仅是对特斯拉有利的事情，对此我其实挺尊重他的。第二，我认为昨晚埃隆可能赢得了一大批特朗普支持者的青睐，因为他在讲话中并没有过多提及特斯拉，也没有妖魔化石油和天然气。我们许多人早就知道埃隆的这些立场，但我敢肯定，许多现在听到这次对话的人并不都知道这些。

Third, when it comes to policies, I really don't think it's worth reading in between the lines too much, because as we know, on both sides, no matter what any politician says, what they can actually get done in office is oftentimes very different. Sadly, over the next few weeks, there's going to be plenty of this rhetoric again on both sides catering to their bases, trying to win votes, and then whoever actually wins will start to find out how the policies actually take shape. But on that front, I think Elon developing a friendship with Trump where Trump actually really does respect Elon and actually admires what he's done with Tesla to me seems like a major upgrade from Elon and Tesla's relationship with the current administration.

第三，当涉及政策时，我真的觉得没有必要过多地解读，因为我们知道，不论任何一方的政客说什么，他们在任期内能真正实现的往往是很不同的。遗憾的是，在接下来的几周内，双方还会有大量迎合其基本盘并争取选票的言辞打斗。最终，无论谁胜出，都将开始发现这些政策实际是如何形成的。不过在这方面，我认为埃隆和特朗普发展友谊是一个重大提升，因为特朗普确实尊重埃隆，钦佩他在特斯拉所取得的成就，这比起埃隆和当前政府的关系要好得多。

Now obviously that's not the be-all and all being buddy-buddy, because if the tax credits are removed for Tesla, that will severely limit Tesla's profitability. But even if Trump wins, there's no guarantee that actually happens, despite whatever he says on the campaign trail. I also don't really think it was the right forum for Elon to push back too hard on anything that Trump said, because don't forget, he can always do that in a private conversation behind closed doors. As Elon said, they talked offline the day before the interview and I'm sure they'll talk offline many times again too.

现在显然，单靠拉关系并不是解决问题的全部，因为如果特斯拉的税收抵免被取消，会严重限制其盈利能力。不过即使特朗普赢得大选，也不能保证他真的会取消税收抵免，不管他在竞选过程中怎么说。我也认为那次访谈并不是埃隆反驳特朗普的最佳场合，因为别忘了，他可以在私下的交流中提出异议。正如埃隆所说，他们在访谈前一天已经进行了线下沟通，我相信他们以后还会有很多次私下交流的机会。

Like Elon said, when conversations or interviews turn adversarial, that person can no longer be themselves. So I understand the knee jerk reaction to want Elon to maybe push back more on certain talking points, but the way I see it, I just think Elon is playing the long game. I'd also note he did actually push back on a few talking points and he did so respectfully. I won't lie, maybe the one thing I would be most excited about is Elon actually serving on a hypothetical government efficiency commission. I mean honestly, what taxpayer would not want the government to more efficiently and better spend their hard-earned money.

就像埃隆所说，当对话或采访变得对立时，那个人就无法再做自己了。因此，我理解有人本能地希望埃隆对某些观点做出更强的反驳，但在我看来，埃隆只是在下长远的一盘棋。我也要指出，他实际上确实对几个观点进行了反驳，而且是非常尊重地进行的。我不会隐瞒，也许我最期待的事情之一，就是埃隆真的在一个假设的政府效率委员会里担任职务。毕竟，老实说，有哪个纳税人不希望政府能更高效、更好地花费他们辛苦赚来的钱呢。

When you really look at the data, I think both sides would largely agree that the government is a wildly inefficient spender and allocator of capital. Having Elon help to clean that all up and maybe get us toward getting out of this $35 trillion in debt would be a wonderful thing for the country and future generations. And on that point, through this developing relationship between Elon and Trump, again, if Trump is elected, Elon could easily turn into an unofficial advisor of sorts for Trump and his administration. Now, could Trump kick Elon to the curb after he were to win the election hypothetically? Absolutely, but would I argue that's likely to happen? I would not go that far.

当你真正审视数据时，我认为双方基本都会同意政府在花费和分配资本方面极其低效。如果能有埃隆帮助清理这一切，或许还能让我们逐步摆脱这35万亿美元的债务，那将对国家和未来几代人都非常有利。在这个过程中，通过埃隆和特朗普之间发展的关系，如果特朗普当选，埃隆很可能会成为特朗普及其政府的非正式顾问。当然，假设特朗普赢得选举后，他有可能会把埃隆甩在一边，但要说这种情况很可能发生的话，我认为不至于。

And hey, I agree, anything is possible, but at least for now, Trump and Elon seem to be on good terms and as I've been saying all along, no matter who's the president, I think Tesla will be just fine. Not that things may not change materially, it's just that Tesla is clearly the most adaptable automaker out there. One may say the most agile. So if you're stressed out, I would encourage you to go run some hills, touch some grass, take some deep breaths, it's all going to be okay. Tesla stock closed today at $207.83 up 5.24% while the NASDAQ was up 2.43%. It was a lower volume day for Tesla, trading about 39 million shares below the average volume the past 30 days.

嘿，我同意，任何事都有可能发生，但至少目前来看，特朗普和马斯克的关系还不错。正如我一直所说的，不管谁当总统，我认为特斯拉都会没问题。并不是说情况不会有实质性的改变，只是特斯拉显然是市场上最具适应能力的汽车制造商之一。你可以说它是最敏捷的。如果你感到压力大，我建议你出去跑个步，亲近下大自然，深呼吸，一切都会好起来的。今天特斯拉的股价收于207.83美元，上涨了5.24%，而纳斯达克指数上涨了2.43%。今天特斯拉的交易量较低，约3900万股，低于过去30天的平均交易量。

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