Tesla's Next Factory Announced / Big Auto Loan Changes / FSD Converts Skeptics ⚡️

以下是将原文翻译为中文： Electrified 的 Dylan Loomis 深入探讨了特斯拉在德克萨斯州沃勒县建立其第三家巨型电池工厂的令人兴奋的前景，该工厂具体位于布鲁克希尔的 Empire West 工业园区内。这次扩张可能会带来约 1500 个就业岗位，凸显了特斯拉对电池储能制造的承诺及其在德州超级工厂附近的战略地位。该工厂将占据一个 100 万平方英尺的建筑，这是 Stream Realty 的一项投机性投资，现在终于开始获得回报。此外，Stream Realty 将负责建造一个相邻的 60 万平方英尺的配送中心，进一步扩大特斯拉的运营规模。 虽然特斯拉尚未正式确认这一消息，但沃勒县批准了与特斯拉房产改进相关的税收减免，包括 4400 万美元的设施升级和 1.5 亿美元的制造设备投资，这表明了该项目获得了积极进展。协议中还包括一项额外的 3100 万美元配送中心投资，其中包括 200 万美元的配送设备和升级。 Loomis 提醒说，这些协议是激励措施，而不是保证，但该县的批准强烈表明了特斯拉的意图。自 2021 年 10 月以来，特斯拉一直在租赁该现有建筑，之前由 DB Shanker 用于特斯拉零件物流，现在将转型为巨型电池的生产。 新工厂距离奥斯汀超级工厂有两小时车程，与特斯拉现有的位于 Empire West 商业园内的仓库相邻，该仓库已经专门用于电池储能。尽管尚无法获得具体的产能数据，但 Loomis 将其与特斯拉的拉思罗普（Lathrop）和上海巨型电池工厂进行了比较。拉思罗普的年产能为 10,000 个巨型电池，按每个巨型电池 100 万美元计算，每年可产生约 100 亿美元的收入，转化为约 25 亿美元的潜在年利润。然而，实现这些数字需要时间，预计工厂准备就绪需要 9 到 12 个月，大规模生产需要 12 到 24 个月，可能将显著的利润贡献推迟到 2027 年初。 Loomis 提出了关于特斯拉 LFP 电池战略的关键问题，承认他们依赖宁德时代（CATL）来提供 LFP 巨型电池的电芯。 他引用了过去的招聘信息，表明特斯拉对 LFP 正极材料的兴趣，并报道了特斯拉计划使用宁德时代的设备来加强其在内华达州的电池生产。尽管内华达州项目缺乏最近的更新，但 Loomis 建议探索替代的关税缓解策略，例如宁德时代可能在其位于匈牙利和西班牙的欧洲工厂为特斯拉生产 LFP 电池。 Loomis 告诫不要仅仅依赖于像 Perplexity、Chat GPT 和 Grok 这样的人工智能研究工具，强调了从多个可靠来源验证数据的重要性。他批评了仅基于建筑面积的过于乐观的预测，提到了 Brian Wang 关于上海超级工厂的巨型电池工厂产能以及德克萨斯州新工厂潜在产量的投机性说法。虽然规模巨大表明可以缓解埃隆·马斯克对电池短缺的担忧，但真正的产能仍然不确定。 讨论转向巨型电池的潜在电池技术，考虑使用 LFP 版本的 4680 电芯。然而，Limiting Factor 的 Jordan 驳斥了基于 4680 的巨型电池的可能性，原因是车辆和固定储能的物理要求不同。Loomis 提到了早期关于特斯拉 2026 年新电池计划的报告。他强调了在美国创造就业的重要性。 转到其他新闻，Loomis 提到了特朗普宣布的对加拿大和墨西哥为期一个月的关税延期。他强调了阅读多个来源的关键需求，指出不同的文章提供了不同程度的背景信息和更新信息。他推荐了 Ground News，该视频的赞助商，这是一个可以有效地访问具有事实性评级和政治倾向信息的各种新闻来源的工具。 该视频随后讨论了美国推动对进口到印度的汽车实行零关税，这一提议遭到了当地汽车制造商的抵制。尽管这些谈判仍在进行中，但特斯拉继续进入印度市场，在孟买发布了销售招聘日的广告。Loomis 随后讨论了特朗普提出的将汽车贷款利息作为在美国制造的车辆的税收减免项目。但他解释说，这种福利可能只适用于那些列出扣除项目的纳税人，而这只占纳税人的一小部分。 Loomis 强调了一个视频，展示了特斯拉 FSD 的改进功能，展示了在具有挑战性的条件下（包括检测行人和小物体）的成功测试。提供了 Cybertruck 电源共享更新，包括将于 2025 年第三季度为拥有 Wall Connector 3 或通用 Wall Connector 的 Powerwall 用户启用此功能。该视频还提到，一个新的拥有 88 个充电桩的超级充电站将来到加利福尼亚州贝克斯菲尔德，其中有 18 个特斯拉 Semi 专用充电桩。提供了关于沃尔沃 ES90 EV 和大众汽车 ID. Everyone 的更新，后者将使用 Rivian 软件。他以 FSD 的快速更新和最新的股票价格结束了节目。

Dylan Loomis of Electrified delves into the exciting prospect of Tesla establishing its third megapack factory in Waller County, Texas, specifically within the Empire West Industrial Park in Brookshire. This expansion, potentially bringing around 1,500 jobs, underscores Tesla's commitment to battery storage manufacturing and its strategic presence near Gigafactory Texas. The facility will occupy a million-square-foot building, a speculative venture by Stream Realty that's now paying off. Furthermore, Stream Realty will oversee the construction of an adjacent 600,000-square-foot distribution facility, enhancing Tesla's operational footprint. While not yet officially confirmed by Tesla, this development has gained traction with Waller County approving tax abatements contingent on Tesla's property improvements, including a $44 million facility upgrade and $150 million in manufacturing equipment. An additional $31 million distribution facility investment, incorporating $2 million in distribution equipment and upgrades, is also part of the agreement. Loomis cautions that these agreements are incentives, not guarantees, but the county's approval strongly signals Tesla's intent. The existing building has been leased by Tesla since October 2021, previously used by DB Shanker for Tesla parts logistics, now transitioning to megapack production. Positioned a two-hour drive from Gigafactory Austin, the new facility joins Tesla's existing warehouse in the Empire West Business Park, already dedicated to battery storage. Although production capacity specifics are unavailable, Loomis draws parallels to Tesla's Lathrop and Shanghai megapack factories. Lathrop, capable of producing 10,000 megapacks annually, generates roughly $10 billion in revenue at $1 million per megapack, translating to about $2.5 billion in potential annual profit. However, realizing these figures requires time, estimating nine to twelve months for facility readiness and another twelve to twenty-four months for substantial production ramp-up, potentially delaying significant profit contributions until early 2027. Loomis raises crucial questions about Tesla's LFP battery strategy, acknowledging their reliance on CATL for LFP megapack cells. He references a past job listing indicating Tesla's interest in LFP cathode materials and reported plans to bolster battery production in Nevada using CATL equipment. Despite the lack of recent updates on the Nevada project, Loomis suggests exploring alternative tariff mitigation strategies, such as CATL potentially producing LFP batteries at their European factories in Hungary and Spain for Tesla. Loomis cautions against relying solely on AI research tools like Perplexity, Chat GPT, and Grok, emphasizing the importance of verifying data from multiple reliable sources. He criticizes overly bullish projections based solely on square footage, referencing Brian Wang's speculative claims regarding Gigashanghai's megapack factory capacity and the potential output of the new Texas facility. While the sheer scale suggests alleviating Elon Musk's concerns about battery shortages, the true capacity remains uncertain. Discussion shifts to potential battery technology for megapacks, considering an LFP version of the 4680 cells. However, Jordan from the Limiting Factor dismisses the likelihood of 4680-based megapacks due to differing physical requirements for vehicles versus stationary storage. Loomis refers to an earlier report about Tesla's new battery plans for 2026. He emphasizes the importance of job creation in America. Transitioning to other news, Loomis touches upon the one-month tariff delay announced by Trump for Canada and Mexico. He emphasizes the critical need to read multiple sources, pointing out that different articles provide varying levels of context and updated information. He promotes Ground News, the sponsor of the video, as a tool for efficiently accessing diverse news sources with factuality ratings and political lean information. The video then discusses the US pushing for zero tariffs on cars imported to India under a proposed trade deal, a notion met with resistance from local auto players. Despite these ongoing negotiations, Tesla continues its market entry into India, advertising a sales recruitment day in Mumbai. Loomis then discusses Trump's proposal to make interest on car loans tax-deductible for vehicles made in the US. However, he explains that this benefit would likely only apply to those who itemize deductions, a small percentage of taxpayers. Loomis highlights a video showcasing Tesla FSD's improved capabilities, showcasing successful tests in challenging conditions, including detecting pedestrians and small objects. A Cybertruck powershare update is provided, including the imminent enablement for Powerwall owners with Wall Connector 3 or the Universal Wall Connector by Q3 2025. The video also mentions a new 88-stall supercharger location coming to Bakersfield, California, with 18 Tesla Semi stalls. Updates are provided about Volvo's ES90 EV and VW's ID. Everyone, which will use Rivian Software. He ends with a quick FSD update and the latest stock prices.