Data Centers and Tesla: Absurd / New Uber Partnership / eVTOL Announcements ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my newest patrons, Nacho, Ellen, Nick H. Thank you for choosing to support the channel. A Bank of America analyst was just highlighting some of the ripple effects thanks to Tesla's Megapag. He highlighted what Elon said recently that people are underestimating this demand by probably orders of magnitude. I think people don't understand just how much demand there will be for energy storage. With that context, they were highlighting this company, Grenergie, which is building the biggest solar power plant with 1 gigawatt of capacity in Chile alongside its 4.1 gigawatt-hour battery storage project. He said, we like batteries and beyond Chile, we believe Grenergie can expand successfully into the US. But here's why I'm sharing this. At the end, they said, in the US, the company expects demand for renewable and battery storage to be driven by AI and data centers. That's creating an unbelievable new source of demand, which is a point I don't think it's talked about enough. Data center demand in North America shows no signs of slowing over the next 12 months. This coming from JLL and CBRE, two of the largest real estate firms on the planet.

欢迎来到 Electrified，您的主持人是 Dylan Loomis。首先向我最新的赞助者 Nacho、Ellen 和 Nick H. 致敬，感谢你们选择支持这个频道。美国银行的一位分析师刚刚强调了一些由于特斯拉的Megapack所引起的连锁反应。他重点提到埃隆·马斯克最近说的，人们可能严重低估了这个需求的数量级。我认为人们还不明白能源储存的需求将有多大。在这个背景下，他们特别提到了一家公司——Grenergie，这家公司正在智利建设一个容量为1吉瓦的最大的太阳能发电厂，并且配有4.1吉瓦时的电池储能项目。他还说，我们喜欢电池，除了智利之外，我们相信Grenergie能够成功扩展到美国。但是，我之所以分享这个消息，是因为他们最后提到：在美国，该公司预计AI和数据中心将推动可再生能源和电池储存的需求。这创造了一种难以置信的新需求来源，这是一个我认为没有得到足够讨论的观点。来自全球两大房地产公司JLL和CBRE的数据显示，未来12个月，北美的数据中心需求没有放缓的迹象。

In a recent report from JLL, they said demand continues to be at all time highs and data center growth is rapidly expanding from core markets in search of power. Data center developments will expand to wherever there's enough power and available land. As you may know, some of the main uses right now are governments and companies using AI for customer service chatbots, data analytics, and operations management. A director at CBRE said the US data center market saw the largest pricing increase of all commercial real estate assets last year. Construction costs have also risen due to ongoing shortages of generators, chillers, and transformers. And remember, Elon has said in the past, his not so funny joke is that you need transformers to run transformers.

在仲量联行的一份最新报告中，他们表示数据中心的需求持续处于历史最高水平，并且核心市场的数据中心增长正迅速扩展以寻找电力资源。数据中心的发展将扩展到任何有足够电力和可用土地的地方。如你所知，目前的主要用途包括政府和公司使用人工智能进行客服聊天机器人、数据分析和运营管理。世邦魏理仕的一位主管表示，美国数据中心市场去年在所有商业地产资产中价格涨幅最大。由于发电机、冷却器和变压器的持续短缺，建筑成本也有所上升。而且，请记住，Elon 曾经开过一个不太好笑的玩笑，说你需要变压器来运行变压器。

This was also from CBRE. They said the rapid development of AI combined with a high demand for cloud services has led to a 70% increase in data center construction throughout North America in the past six months, as well as an insatiable demand for the electricity needed to power them. Just so you know, these data centers are commonly measured by the power they consume and those under construction by the power they're predicted to consume. In the first half of this year, more than 500 megawatts of new data centers were installed in the biggest markets across the US and Canada. The top five data markets in the US right now, Northern Virginia, Dallas, Fort Worth, Chicago, Phoenix, and Silicon Valley.

这是来自CBRE（世邦魏理仕）的信息。他们表示，人工智能的快速发展以及对云服务的高需求导致过去六个月内北美的数据中心建设增加了70％，对电力的需求也变得难以满足。需要注意的是，这些数据中心通常以它们消耗的电力来衡量，而在建的数据中心则根据预计消耗的电力来衡量。今年上半年，美国和加拿大主要市场新增了超过500兆瓦的数据中心。目前美国前五大数据中心市场是北弗吉尼亚、达拉斯-沃斯堡、芝加哥、菲尼克斯和硅谷。

Although under construction activity is at an all time record high in primary markets, CBRE found the shortage of available power and longer lead times for electrical infrastructure continued to delay construction completions. In fact, power availability is such a top priority for site selection that companies are being forced to pre lease space between two and four years ahead of completion to meet their future data center requirements. And we don't need to get into the details, but of course, battery storage will pair very well with these data centers and they already are in many circumstances. Battery storage can quickly deliver backup power. They create less noise than diesel generators and they have a smaller spatial footprint.

尽管主要市场的施工活动创历史新高，但CBRE发现电力供应不足和电力基础设施较长的前置时间仍然导致施工完成延迟。事实上，电力供应成为选址的首要考虑因素，许多公司被迫提前两到四年预租空间以满足未来的数据中心需求。具体细节我们暂且不提，但电池储能与这些数据中心的结合效果非常好，事实上在许多情况下已经在使用。电池储能可以快速提供备用电力，噪音比柴油发电机小，占地面积也更小。

And in Northern Virginia, one of the leading sites for data centers in the country, they're currently testing battery storage for these data centers. The data centers are the ones creating a lot of this load and the data centers are the ones who promise their customers they'd use only solar power or wind power and clean energy. You may remember back in 2020, a data center company switch plan to use large scale battery storage from Tesla to boost its use of solar energy for its massive data center in Las Vegas and Reno. At the time, switch said the project would feature one of the first large scale installations of the Tesla megapack. As Elon has said, these data centers need uninterrupted power around the clock in all weather conditions, which is where battery storage can address that gap. So this unbelievable new source of demand for battery storage is showing no signs of slowing down anytime soon. And even Wall Street is finally starting to put some of these pieces together. Full disclosure, I have precisely zero expectations for this industry the next two years I'm not invested at all, but I think it'll be interesting to watch the electric V-TAL space. There are companies out there like E-Hang in China that are looking to become the world's first uncrewed commercial flying taxi this year. We also have Joby and Archer planning commercial flights with a pilot in the Middle East as soon as 2025.

在北弗吉尼亚州，这是美国领先的数据中心地区之一，目前他们正在测试用于这些数据中心的电池储能系统。这些数据中心是造成大量电力需求的原因，同时它们也承诺给客户使用的电力仅来自太阳能、风能和清洁能源。你可能还记得在2020年，一家数据中心公司决定使用特斯拉的大规模电池储能，以提高其在拉斯维加斯和里诺的大型数据中心对太阳能的利用。当时，该公司表示这个项目将成为特斯拉Megapack电池组首次大规模安装的项目之一。正如埃隆·马斯克所说，这些数据中心需要全天候、不间断的电力供应，而电池储能正好能填补这一需求。因此，这种对电池储能的惊人新需求短期内没有放缓的迹象，甚至华尔街也开始关注这一趋势。 要澄清的是，我对这一行业在未来两年内没有任何期待，我也没有进行任何投资，但我认为观察电动垂直起降（V-TOL）领域的发展将会很有趣。有些公司，比如中国的亿航，正在争取在今年成为全球首个无人驾驶商业飞行出租车。此外，我们还有Joby和Archer计划在2025年在中东进行有飞行员的商业飞行。

And then there's WISC that's owned by Boeing who wants to operate air taxis with four passengers and no pilot before the end of the decade. I think Boeing should focus on its current problems, but what do I know? Further, we have non-aviation companies like Hyundai, Toyota and Stellantis that have all invested money in this advanced air mobility market. But before a company like WISC can actually launch for real, the FAA will have to approve the aircraft every flight procedure and all emergency contingencies. WISC did say their machine itself will ultimately be in the hands of a flight supervisor on the ground part pilot part air traffic controller. This remote backstop can monitor several WISC flights at the same time. A representative said we're not removing humans from aviation we're changing their role.

波音公司拥有的WISC计划在这个十年结束前运营载有四名乘客且无飞行员的空中出租车。我认为波音应该先解决当前的问题，但我懂什么呢？此外，现代、丰田和Stellantis等非航空公司也都投资了这个先进空中出行市场。但在像WISC这样的公司真正投入运营之前，FAA（联邦航空管理局）需要批准每一个飞行程序和应急预案。WISC表示，他们的机器最终会由一名地面飞行监督员控制，这个人兼具飞行员和空中交通管制员的角色。这个远程后备人员可以同时监控多架WISC的航班。一位代表还说，我们不是将人类从航空中移除，而是改变他们的角色。

E-Hang CFOs said they're looking to charge around $50 for a sight-seeing flight, which they could do about 10 times a day with two passengers around 265 days per year, removing about 100 days for bad weather, which would deliver an operating margin of around 50%. But these companies will of course need to figure out their landing and take off sites and ensure their near population centers. In the US, Archer Aviation plans to complete a high volume manufacturing facility in Georgia this year, and the site is designed to make as many as 650 electric planes annually. I'm guessing many of these launch dates ultimately get pushed back, but over the next two years, as it stands now, a few companies are planning to make some noise in the space.

亿航的首席财务官表示，他们计划将观光飞行的收费定在每次约50美元，每天可以进行大约10次飞行，每次搭载两名乘客，一年大约工作265天，扣除约100天恶劣天气的时间，这将带来约50%的营业利润。不过，这些公司还需要确定其起降地点，并确保靠近人口中心。在美国，Archer航空公司计划今年在乔治亚州完成一个高产量制造厂，该工厂设计每年生产多达650架电动飞机。我猜测很多这些启动日期最终会推迟，但照目前的情况来看，在接下来的两年里，有几家公司计划在这个领域引起一些关注。

One of my biggest concerns the next decade is the division in our world is only going to grow, and I think that's largely going to be thanks to the algorithms and AIs only going to make it worse. Even on X, the algo feeds you what you want, not necessarily what you need. That's part of why I'm such a big supporter of ground news, the sponsor of this video. Ground news is out to fix our broken media ecosystem by abstaining from manipulative algorithms. They're not affiliated with any corporate media or tech companies, and they've developed a very useful mobile app, web app, and a browser extension.

我对未来十年最大的担忧之一是，世界的分裂只会加剧，而我认为这主要归因于算法和人工智能会使这种情况变得更糟。即使在X上（可能指某个社交媒体平台），算法喂给你的是你想要的，而不一定是你需要的。这也是为什么我是Ground News（本视频的赞助商）坚定支持者的原因之一。Ground News致力于修复我们破碎的媒体生态系统，他们不使用操控性的算法，也不隶属于任何企业媒体或科技公司。他们开发了非常有用的手机应用、网页应用和浏览器扩展。

You can have a quick look at ground.news slash electrified linked below. I've found it to be the best way to stay informed with breaking news without being fed propaganda, as I can instantly see who owns each source, what the political bias is of that source, and how factual each source is. I'm a big data guy, so I periodically check my news bias using ground news. It shows me a history of the stories I've read over varying timeframes, and tells me how many of those stories actually lean left, right, or were balanced. I really am always trying to hear the other side to one, have a real understanding of their thoughts and concerns, and two, to have some talking points for when those real world conversations take place.

你可以快速浏览下面链接中的ground.news/electrified。我发现这是了解突发新闻的最佳方式，因为它不含宣传内容。我可以立即看到每个新闻来源的拥有者、政治偏向及其内容的可信度。作为一个数据爱好者，我会定期使用Ground News来检查我的新闻偏向。它会显示我在不同时间段内阅读过的新闻历史，并告诉我这些新闻有多少是倾向左翼、右翼或保持中立的。我一直努力倾听对方的观点，第一是为了真正理解他们的想法和关注，第二是为了在现实对话中有所准备。

Usually once per day, after I upload my video, I'll jump on the blind spot page to see the biggest stories that are being disproportionately reported by either side. This alone gives me a quick understanding of how both sides can try to shape a narrative. I know a lot of you have already signed up for the vantage plan, which gives you unlimited access, and here are just a few of the messages I've gotten from you guys as of late. So if you'd like to support a company doing what I believe to be critical work, you can get 40% off the vantage plan at ground.news. Or you can use the QR code right on the screen. I think most of us would agree, pushing back against the media propaganda is a fight worth fighting in 2024.

通常每天一次，在我上传视频后，我会去查看"盲点页面"，了解那些被双方不成比例报道的最大新闻。仅凭这一点，我就能快速理解两方如何试图塑造叙事。我知道很多人已经注册了Vantage计划，这可以让你无限制访问。以下是最近我从大家那里收到的一些消息。因此，如果你想支持一家我认为在做重要工作的公司，你可以在ground.news上获得Vantage计划的40%折扣，或者直接使用屏幕上的二维码。我想我们大多数人都会同意，反击媒体宣传在2024年是值得一战的。

After the Tesla Semi-accident, the NTSB has opened an investigation into the crash. The investigation will be conducted in coordination with the California Highway Patrol. The NTSB has long shown interest in EV fires involving lithium batteries, in part because of the challenges emergency responders can have with extinguishing the fires. Unfortunately, there's still nothing out there about what actually caused this accident and ultimately the fire. Seems like a good time for the reminder from the NTSB and data published in 2023, hybrid vehicles caught fire per 100,000 sold at a rate of 3,475. Ice vehicles were at a rate of 1,530 per 100,000 sold and EVs were all the way down at just 25 for every 100,000 sold.

在特斯拉卡车事故发生后，美国国家运输安全委员会（NTSB）已对此次事故展开调查。调查将与加州高速公路巡警共同进行。NTSB长期以来对涉及锂电池的电动车起火事件表示关注，部分原因是由于灭火时消防人员面临的挑战。不幸的是，目前仍然没有关于这次事故及最终引发火灾的确切原因的消息。需要提醒大家，根据NTSB和2023年发布的数据，每售出10万辆混合动力车中有3,475辆发生火灾。而传统内燃机车每售出10万辆有1,530辆起火，电动车则每售出10万辆仅有25辆起火。

Don't get me wrong, it's very important that firefighting crews do learn how to put out these EV fires, especially when you have a pack size of 900 kilowatt hours, but there are many companies working on technology to do this faster and more effectively. I've actually been in touch with one startup working on this very topic, but I can't say anything yet, stay tuned.

别误会，救火队学会扑灭电动车火灾确实非常重要，特别是当电池包容量达到900千瓦时的时候。不过，目前有很多公司正在开发技术，旨在更快更有效地处理这种情况。我实际上已经在和一家专注于此的初创公司联系了，但现在还不能透露更多信息，敬请期待。

Sirela Venkataratnam, the Vice President of Finance and Business Operations at Tesla, has decided to leave the company. She said after 11 incredible years, I bid farewell to Tesla, reflecting on this journey, it's been nothing short of extraordinary. I'm not reading all of this, but she joined Tesla in 2013 when they were making about $1 billion in annual revenue, and she's leaving when they're close to $100 billion in annual revenue. She then went on to share a bit about her different roles and how she enjoyed her experience, and at the end, she said, as I take a break to spend quality time with family, reconnect with old friends, and focus on personal well-being, I'm energized for what lies ahead.

Sirela Venkataratnam是特斯拉的财务和业务运营副总裁，她决定离开公司。她表示，在特斯拉精彩的11年后，我告别了这家伟大的公司。回顾这段旅程，简直是非凡的。她2013年加入特斯拉，当时公司年收入约为10亿美元，如今她离开时，年收入接近1000亿美元。她还分享了一些自己不同角色的经历和享受的过程，最后她说，现在我将休息一段时间，陪伴家人，重拾老友谊，并关注个人健康，我对未来充满了能量和期待。

Given that she's been with Tesla dating back to 2013, my assumption is that she's freed up financially to do whatever she pleases for the rest of her life. I'm sure some people out there will say this is a sign that Tesla's finances are in free fall and their margins are going to be cratering, but those types of cons that really don't deserve to be dignified with any type of response.

考虑到她自2013年以来就一直在特斯拉工作，我推测她的经济状况已经非常宽裕，可以随心所欲地过完她的余生。我确信有些人会说这是特斯拉财务状况急剧下滑、利润率大幅下降的迹象，但这种说法实在不值得回应。

On X, AJ shared a chart that I think is important as a reminder for everybody and especially folks looking for the next Tesla. This just shows the auto gross margins for Tesla, Rivian, and Lucid since their IPOs.

在X平台上，AJ分享了一张图表，我认为这对大家尤其是那些在寻找下一个特斯拉的人来说非常重要。这张图表展示了特斯拉、Rivian和Lucid自上市以来的汽车毛利率。

Thus, outside of one anomalous quarter for Tesla, they have been auto gross margin positive since IPO. Clearly, Rivian and Lucid cannot say the same. Just so you know, I always double check these charts before sharing them, so if you go back to Tesla's quarter to 2011 shareholder deck, you'll see automotive gross margin was at a record 22%. Fast forward one year to quarter one 2012. Automotive gross margin was very healthy at 28%. In Q1 2013, they did not specifically call out automotive gross margin, so skipping ahead to Q1 2014, we achieved a non-gap automotive gross margin of 25.4%.

因此，除了某个季度出现异常情况，特斯拉自首次公开募股（IPO）以来，其汽车毛利一直为正。显然，Rivian和Lucid无法同样说这点。需要说明的是，我在分享这些图表前都会仔细核对，所以如果你回看特斯拉2011年季度股东报告，你会发现他们的汽车毛利达到了创纪录的22%。再往前看一年，到2012年第一季度，汽车毛利非常健康，达到了28%。2013年第一季度，他们并未具体提到汽车毛利，所以跳到2014年第一季度，我们实现了非GAAP（非公认会计原则）的汽车毛利为25.4%。

So I think most of us here know that Tesla is indeed not like the others, definitely not now, but also not even when Tesla was more comparable to Rivian and Lucid in the early days. To understand this next one, you need the context, so April 8th of this year, the Australian Energy Market Commission received a rule change request from Tesla and some other companies.

所以，我觉得我们这里的大多数人都知道，特斯拉确实与其他公司不同，不仅是现在，甚至在特斯拉初期比较接近Rivian和Lucid的时候也是这样。要理解接下来的内容，你需要一些背景知识，今年的4月8日，澳大利亚能源市场委员会收到了一份特斯拉和其他几家公司提出的规则修改请求。

This was to amend some national electricity rules. Tesla and others are seeking to amend the NER to exempt scheduled bidirectional units like batteries from being liable entities under the retailer reliability obligation. Tesla was arguing that the current liability under the RRO creates a trade-off for batteries between providing critical security services and risking non-compliance with the RRO. Thus, these RRO guidelines pose a disincentive to provide grid supporting services and ultimately a risk to the security of the national electricity market.

这是为了修改一些国家电力规则。特斯拉和其他公司正在寻求修改NER（国家电力规则），以免除像电池这样的可调度双向设备在零售商可靠性义务（RRO）下的责任实体地位。特斯拉提出，当前RRO下的责任使电池在提供关键安全服务和遵守RRO规定之间面临权衡。因此，这些RRO指南对提供电网支持服务造成了不利影响，并最终对国家电力市场的安全构成了风险。

In short, the RRO was going to require energy retailers and some large energy users to hold contracts or invest directly in generation or demand response to support reliability of the grid. We don't need the details, but if battery storage was a liable entity, they would have higher reporting requirements, and there could be additional costs and fines that are allocated to non-compliant liable entities. So with that background, today we learned that big batteries could soon be exempt from an energy market rule designed to plug future supply reliability gaps.

简而言之，RRO将要求能源零售商和一些大型能源用户持有合同或直接投资于发电或需求响应，以支持电网的可靠性。我们不需要详细内容，但如果电池存储成为责任主体，它们将面临更高的报告要求，且可能会因不合规而产生额外的成本和罚款。在此背景下，今天我们得知大型电池可能很快会被豁免于为解决未来供应可靠性漏洞而设计的市场规则。

The AEMC said we made a more preferable draft rule to exempt not only batteries, but also a broader set of storage assets like pumped hydro energy storage from the RRO. The easiest way to think about this, if the Australian market operator forecasts a reliability gap on the grid for a certain period, then there would be requirements that kick in for these liable entities, so a Tesla megapack if it was included, for them to actually contract sufficient amounts of wholesale electricity over that period of time, effectively to help meet their fair share of forecast maximum system demand. Tesla and battery storage are not exempt officially yet, the stakeholders can still submit feedback until October 10th. But the AEMC has officially proposed to exempt battery storage, a great thing for Tesla.

AEMC表示我们制定了一个更优的草案规则，不仅豁免电池，还豁免更广泛的储能资产，如抽水蓄能设备，不受RRO（可靠性义务）的限制。最简单的理解是，如果澳大利亚市场运营商预测在某段时间内电网会有可靠性缺口，那么这些负责的实体就需要在那段时间内实际签约足够数量的批发电力，以帮助满足他们应承担的预测最大系统需求份额。如果包括特斯拉巨型电池组在内的储能设备没有被豁免，它们将需要满足这些要求。目前，特斯拉和电池储能尚未正式豁免，利益相关者仍可在10月10日前提交反馈意见。但AEMC已经正式提议豁免电池储能，这对特斯拉来说是个好消息。

Malaysia's Minister of Investment just met with a delegate from Tesla, and they said a collaboration with Tesla is expected to enable Malaysia to become a major green tech hub in the region. This is still a smaller project Tesla's total investment in the country is only $13.5 million and it's largely focused on charging infrastructure. But they also discussed the huge potential of battery energy storage tech which is expected to improve the energy efficiency and stability of Malaysia's power grid.

马来西亚的投资部长刚刚会见了特斯拉的一个代表团，他们表示，与特斯拉的合作预计将使马来西亚成为该地区主要的绿色科技中心。这虽然是一个较小的项目，特斯拉在马来西亚的总投资只有1350万美元，主要集中在充电基础设施上。不过，他们还讨论了电池储能技术的巨大潜力，这将有望提升马来西亚电网的能源效率和稳定性。

Porsche just became a shareholder in a battery company that focuses on hearing aids and TV remotes. But in fairness, this company Varda does supply one Porsche model, the 911 Carrera GTS hybrid. I think as stutley they said, the deal speaks to the fragility of the European EV battery ecosystem, efforts to stand up reliable homegrown cell makers are going poorly. Domestic manufacturers are struggling with cost overruns and trouble scaling up by the time when EV demand is cooling. So what we have here is Porsche investing in this company basically to keep them afloat.

保时捷刚刚成为一家主要生产助听器和电视遥控器电池的公司的股东。公平来说，这家名为Varda的公司确实为保时捷的911 Carrera GTS混合动力车型提供电池。我认为正如Stutley所说，这笔交易反映了欧洲电动汽车电池生态系统的脆弱性，努力建设可靠的本土电池制造商进展并不顺利。国内制造商面临成本超支和规模化困难的问题，而此时电动汽车的需求正在降温。所以我们看到的是，保时捷投资这家公司基本上是为了帮他们渡过难关。

Their CFO said we aim to drive the company forward and would make an important contribution to keeping key technologies in Germany. Just to show you, I'm not making this up that it was a bailout. If you go back just a few weeks of our stock plunged as much as 80% to a record low. After the German battery maker said restructuring options to avert insolvency, potentially with the help of Porsche would leave shareholders with nothing. A lot of people are talking about this chart saying that BMW has surpassed Tesla in EV sales, but it's just for one month and that was in July, which was the first time BMW took this crown.

他们的首席财务官表示，我们的目标是推动公司前进，并为将关键技术保留在德国做出重要贡献。为了向你们证明，我没有捏造这是一次救助。如果你回顾几周前，我们的股票曾暴跌了多达80%，创下历史新低。当时，这家德国电池制造商表示，为避免破产的重组选项可能会在保时捷的帮助下进行，但这会让股东一无所有。很多人都在讨论这张图表，说宝马的电动车销量超过了特斯拉，但这只是一个月的数据，那是在7月，这是宝马第一次获得这个桂冠。

But if you look at the right and a year to date, Tesla still holds a significant lead. However, as we've been saying all year, year to date is zooming out, Tesla is still losing to themselves when compared to 2023. BMW EV sales on the other hand are up 49% year to date. One month is not a reason to panic but it will be a trend to watch as we head toward the end of the year. On X, the Cybertruck family took their Cybertruck to their local fire stations, community appreciation event and the crew wanted to see how to disable the main battery in an emergency.

但如果你看一下年初至今的数据，特斯拉仍然保持着显著的领先地位。然而，正如我们整个年度所说的那样，从年初至今来看，特斯拉相较于2023年自己之前的表现正在退步。另一方面，宝马的电动车销售在年初至今增长了49%。单个月的数据不足以引起恐慌，但随着我们接近年底，这将是一个值得关注的趋势。 在X社交平台上，Cybertruck家族把他们的Cybertruck带到了当地的消防站，参加社区感谢活动，消防队员们希望了解在紧急情况下如何关闭主电池。

West say Cybertruck engineers shared that saying our first responder page is now updated with the Cybertruck details as well. Which is right here and I will have this linked below. I do think that all Cybertruck owners present or future should leaf through this document and have a basic understanding. One of the more interesting case studies a company largely known for making cell phones, Xiaomi that has jumped into the electric vehicle world, just said their prioritizing growth of the EV business over margins for now.

西部表示，Cybertruck 的工程师们分享了这样的消息，说我们的网站上紧急救援页面现在也已更新了 Cybertruck 的详细信息。页面就在这里，我会在下面附上链接。我确实认为所有现任或未来的 Cybertruck 车主都应该浏览一下这份文档，并进行基本了解。其中一个更有趣的案例研究是，一个主要以生产手机闻名的公司——小米，已经进入了电动汽车领域，并刚刚表示他们目前优先考虑电动汽车业务的增长，而不是利润率。

Their CFO said we do believe scale will bring profit in the future. Right now at this point, I only have one skew, it's far away from what we call profitability. Xiaomi's not looking to become a niche player, they're aiming to become one of the world's top 5 car makers in 15-20 years. They said Xiaomi lost around 60,000 yuan per car sold, which is about 8,400 US dollars, and right now they only sell one EV, the SU7, which goes for around 30,000 US dollars. But they are looking to add a second skew as early as 2025 with an SUV similar to Tesla's Model Y. Xiaomi has also said they plan to make the SU7 available globally.

他们的首席财务官（CFO）表示，我们相信规模将会在未来带来利润。目前，在这一阶段，我只有一个单品，离我们所说的盈利还很远。小米并不打算成为一个小众玩家，他们的目标是在15至20年内成为全球前五的汽车制造商之一。他们说小米每卖一辆车大约亏损6万元人民币，约合8400美元，现在他们只卖一种电动车SU7，售价约为3万美元。不过，他们计划最快在2025年推出第二款车型，一款类似于特斯拉Model Y的SUV。小米还表示，他们计划在全球销售SU7。

In a press release, Uber and Cruise have announced a multi-year strategic partnership to bring Cruise Autonomous Vehicles to the Uber platform. The company's plan to launch the partnership next year with a dedicated number of Chevy Bolt-based autonomous vehicles. Once launched, when an Uber rider requests a qualifying ride on the Uber app, they may be presented with the option to have that trip fulfilled by a Cruise Autonomous Vehicle. But given they did not disclose the number of Cruise vehicles that will be added to the platform, I'm expecting it to be quite low.

在一份新闻稿中，Uber 和 Cruise 宣布达成一项多年战略合作伙伴关系，将 Cruise 自动驾驶汽车引入 Uber 平台。两家公司计划明年开始这一合作，届时将有一定数量的基于雪佛兰 Bolt 的自动驾驶汽车投入使用。一旦启动，当 Uber 用户通过应用程序请求符合条件的行程时，他们可能会有选项选择由 Cruise 自动驾驶汽车来完成这次行程。不过，由于他们没有透露将有多少台 Cruise 车辆加入平台，我预计这个数量会相当少。

Dara Uber's CEO said as the largest mobility and delivery platform, we believe Uber can play an important role in helping to safely and reliably introduce autonomous tech to consumers and cities around the world. Which is exactly why I've been saying when the time comes, I think a deal just like this is going to be announced with Uber and Tesla. But Tesla may actually be able to do it in more than one city, whereas Uber said the offering will begin early next year in a single market in the US to start while declining to disclose the location. Cruise is targeting a return to running fully autonomous rides later this year and possibly charging fares by early 2025.

优步（Uber）的CEO Dara表示，作为全球最大的移动和配送平台，我们相信优步能够在帮助消费者和世界各地的城市安全、可靠地引入自动驾驶技术方面发挥重要作用。这正是为什么我一直在说，当时机成熟时，我认为将会有类似这样的交易宣布，即优步和特斯拉的合作。不过，特斯拉可能会在多个城市实现这一目标，而优步则表示，将于明年年初在美国的一个市场开始提供服务，但拒绝透露具体地点。Cruise则计划在今年晚些时候恢复完全自动驾驶的运营，并有可能在2025年初开始收费运营。

Don't forget, Uber has already partnered with Waymo to offer driverless rides or food delivery to Uber users in Arizona. And Dara recently said that autonomous players experience much higher utilization with Uber than they do without a network on a first-party basis. Going back in the archives, GM invested $500 million in Lyft in early 2016, and they had plans to develop a fleet of autonomous vehicles that could be summoned using Lyft's app. But that never happened as GM decided to pivot and roll forward with Cruise. On that front, a Cruise spokeswoman said the company remains focused on relaunching its own driverless ride hailing service and app despite the announcement. Cruise nor Uber have actually disclosed any terms of this deal. Nothing about how the passengers fare will be split between the two companies. But obviously for Uber, if they can offer rides without a driver, it's going to be more profitable for them. And on the cruise front, it's an easy way to tap into ride hailing market demand that already exists. And from Uber's perspective, I'm sure you've heard the saying if you can't beat them, join them. So Uber doesn't want its business model blown up when autonomy arrives. This is the strategy they have to adopt.

不要忘了，Uber 已经与 Waymo 在亚利桑那州合作，为用户提供无人驾驶车辆的出行服务或送餐服务。Dara 最近表示，与 Uber 合作的自动驾驶公司的使用率比没有网约车平台时要高得多。回顾历史，通用汽车（GM）在2016年初向 Lyft 投资了5亿美元，他们计划开发一支可以通过 Lyft 应用召唤的自动驾驶车队。但这一计划并未实现，因为通用汽车决定转向并推进 Cruise 的开发。在这方面，Cruise 的一位发言人表示，尽管有新宣布的合作，公司仍专注于重新推出自己的无人驾驶网约车服务和应用。Cruise 和 Uber 并未透露此次交易的具体条款，也没有说明乘车费用将如何在两家公司之间分配。 显然，对于 Uber 来说，如果可以提供无人驾驶的乘车服务，将会更加盈利。而对于 Cruise 来说，这是一种轻松加入现有网约车市场需求的方法。站在 Uber 的角度，你可能听过“打不过就加入”的说法。因此，Uber 不想在自动驾驶技术普及时被挤出市场，这是他们必须采取的策略。

On the same day, Cruise has agreed to recall around 1200 Roblitaxes over hard-breaking issues. Cruise said it did not agree with Nitza's conclusion that a recall is needed, but it agreed to do so anyway to resolve this investigation. So Nitza has now said officially they have closed that probe into Cruise. However, Cruise still faces investigations by the US Justice Department and the SEC, following that accident with the pedestrian. Nitza said the ODI determined Cruise vehicles were involved in 10 crashes and four of them resulted in an injury of vulnerable road users. The news I'm sure you've all been waiting for, Cadillac is working on a new collaboration to create $5,000 pairs of sneakers, which are inspired by its growing EV lineup. Mark your calendars as sales will begin September 8th. You can head to Cadillacsignature.com to get a preview of the collection.

就在同一天，Cruise同意召回大约1200辆因为急刹车问题的自动驾驶出租车。Cruise表示，他们不同意Nitza（国家公路交通安全管理局）的结论，即需要召回这些车辆，但为了结束调查，他们还是同意召回。因此，Nitza已经正式宣布关闭对Cruise的调查。然而，在与行人发生事故后，Cruise仍然面临美国司法部和证券交易委员会的调查。Nitza表示，ODI（缺陷调查办公室）发现Cruise的车辆涉及10起事故，其中4起导致了弱势道路使用者受伤。相信大家一直在等待的消息来了，凯迪拉克正在与一家公司合作，推出一款售价5000美元的运动鞋，这些鞋子灵感来自其日益增长的电动车产品线。请记住，销售将于9月8日开始，你可以访问Cadillacsignature.com预览该系列产品。

As the Tesla Semi-Expert Heinrich Zane has said, the first Tesla Semi has officially been spotted in Europe. Specifically, this was in Germany, which means it's likely headed to the IAA transport show where Dan Priestley is set to give a talk. As a reminder, that event starts September 17th, so hopefully we learn more then. Tesla stock closed the day at $210.66, down 5.65 while the NASDAQ was down 1.67%. It was an average volume day for Tesla trading about 15 million shares below the average volume the past 30 days. Don't forget to check out ground news linked below if you're interested to get 40% off the Vantage plan and thank you in advance as always if you do. Hope you guys have a wonderful day. Please like the video if you did. You can find me on X linked below and a huge thank you to all of my Patreon supporters.

正如特斯拉半挂车专家海因里希·赞恩所说，第一辆特斯拉半挂车已经在欧洲被正式发现。具体来说，这是在德国，这意味着它可能是要前往IAA运输展览会，丹·普里斯特利将在那里发表讲话。在此提醒一下，这个活动将于9月17日开始，所以希望到时候我们能了解到更多信息。特斯拉股票当天收盘价为210.66美元，下跌了5.65美元，而纳斯达克指数下跌了1.67%。当天特斯拉的交易量与过去30天的平均交易量相比减少了约1500万股。 如果你有兴趣，可以点击下面的链接查看Ground News，还可以享受Vantage计划40%的折扣，提前感谢大家的支持。希望你们度过美好的一天。如果你喜欢这个视频，请点赞。你可以在下面找到我在X平台的链接，同时非常感谢我的所有Patreon支持者。