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What’s New in Tesla’s Latest Impact Report + Shareholder Meeting, China Numbers, GM

发布时间 2023-04-26 00:55:50    来源

摘要

➤ New insight from Tesla’s latest Impact Report ➤ Full report: https://www.tesla.com/ns_videos/2022-tesla-impact-report.pdf ➤ Highlight report: https://www.tesla.com/ns_videos/2022-tesla-impact-report-highlights.pdf ➤ Tesla begins sending out shareholder meeting invites ➤ Weekly China insured vehicle numbers ➤ Tesla reportedly begins opening Superchargers in China ➤ Tesla Semi update ➤ FSD Beta comments ➤ GM plans to end Chevy Bolt production Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Editing assistance by Jasem Ashkanani Music by Evan Schaeffer Image(s) and/or footage used under license from Shutterstock.com Disclosure: Rob Maurer is long TSLA stock & derivatives

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Hey everybody, we're out of our way here and today we get to talk about Tesla's impact report for 2022, always some really interesting details that are shared in these reports. We've also got updated China-injured vehicle numbers for the week, a couple of updates on Semi and FSD, and a few other items as well.
大家好,我们今天要谈论的是特斯拉 2022 年的影响报告,这份报告中总会有一些非常有趣的细节分享。此外,我们还将更新本周中国进口车的数量,以及有关 Semi 和 FSD 的一些最新消息,还有其他几个事项。

Tesla stock gave it a pretty good job today floating with green all day, but ultimately finishing down 1.2% to close at $160.67, but outperforming the NASDAQ, which was down 2% in the day. We are getting a little bit of a bump after hours, about a half a percent or so, as Microsoft and Google have both reported earnings, they're up about 4%, so could lead to some broader market strength tomorrow.
特斯拉股票今天表现不错,整天都呈现绿色浮动,但最终以160.67美元收盘,下跌1.2%,但表现优于当天下跌2%的纳斯达克。盘后我们得到了一点颇为不错的支撑,约为0.5%左右,因为微软和谷歌都公布了收益,它们上涨约4%,所以明天可能会引领市场的更广泛强劲表现。

Alright, let's jump right into Tesla's impact report for 2022. This is a 224-page document from Tesla, but I promise it's not that bad. There are a lot of pictures, and I do recommend everyone read through this. It doesn't take that long. There is also a highlight version that is only 61 pages. I'll put the link to both of those in the description, but there's always really interesting insight here, so we'll go through the key takeaways.
好的,让我们来看一看特斯拉2022年的影响报告。这是一份由特斯拉公司发出的224页的文件,但我保证它并不那么难以理解。它有很多图片,我建议每个人都应该仔细阅读一下。阅读时间不长。此外,还有一个只有61页的精简版。我会把两个版本的链接都放在描述中,但这里总是有非常有趣的洞见,所以我们会一起回顾其中的重点内容。

A lot of these we have heard before, or have talked about at other points throughout the year. I'm going to try to focus in a little bit more on things that are new, or that we haven't talked about as much, but that doesn't mean that the other sections that we're not going to get a chance to talk about today are any less important. For example, there are some highlights of Tesla's Master Plan Part 3, which we've spent a lot of time on in this impact report. We're not going to go through that, but just kind of one slide I did want to focus on here, because I think it represents things a little bit differently.
这些内容中,我们以前已经听过或在本年度其他时段讨论过了。我会尽可能专注于一些新的、或者我们谈论的不是很多的事情,但这并不意味着我们今天不能谈论其它同样重要的部分。例如,特斯拉的第三阶段主计划引起了我们在这份报告中很大的关注。我们不会细讲太多,但我想在这里强调一张幻灯片,因为它体现了不同的东西。

How Tesla has displayed this has some of that wow factor to it, so I think it's important to talk about. They show the current state of the economy, and how much of that is renewable-based, about 20%. And then how things would need to change to get to a fully sustainable energy economy, and from this view, it doesn't look like it is that far away. When it's shown like this, it makes a fully sustainable energy economy look very achievable.
特斯拉展示了一些令人惊叹的内容,我认为有必要谈论一下。他们展示了经济的当前状态,其中约20%是可再生能源。然后展示了需要进行哪些方面的改变,以达到完全可持续的能源经济,从这个视角来看,它似乎并不遥远。当以这种方式展示时,完全可持续的能源经济看起来非常可实现。

One of the things that is driving the visualization here is that Tesla is considering, and use efficiency to reduce energy needs for the same level of output. It almost sounds like a complete pipe dream, something that's unrealistic, but electric vehicles on the road today are doing that. Every electric vehicle is more efficient than an internal combustion engine vehicle, and Tesla, of course, leading the pack on that, as they show nicely with the model Y as an example on another slide.
这里所见的可视化展示的一个驱动因素是,特斯拉正在考虑采用效率来降低相同产量所需的能源。这几乎听起来像是一个完全的白日梦,不切实际,但是现在路上行驶的电动汽车正在做到这一点。每一辆电动汽车都比内燃机车更加高效,而特斯拉当然在其中领先,正如他们在另一个幻灯片上以Model Y为例所展示的那样。

So when we consider end use efficiency, you can look at it and you can say, oh my gosh, we have to cut energy consumption so significantly. But really all we need to do is cut energy waste. The fossil fuel economy is filled with that, and that creates a lot of opportunity, as we're seeing Tesla pursue. Now, that doesn't mean that this is an easy problem far from it, but Tesla is already providing proof of concept in many of the areas that will lead to something like this in the future.
因此,当我们考虑最终使用效率时,可以看到,我们必须显著减少能源消耗。但实际上,我们所需要做的只是减少能源浪费。化石燃料经济充斥着这种浪费,这创造了许多机会,正如我们看到Tesla正在追求的那样。现在,这并不意味着这是一个轻松的问题,远非如此,但是Tesla已经在许多方面提供了概念证明,这些将在未来导致类似的问题。

We're well aware of what's happening there for electric vehicles, but it's also becoming more and more obvious what's happening for renewables and energy storage as well. And Tesla gives us a really nice slide on that comparing the levelized cost of energy for Megapack versus some fossil fuel alternatives. So levelized cost of energy basically taking all lifetime considered costs divided by all lifetime energy production for a project. And solar plus Megapack then coming in lower cost than natural gas figure plants, nuclear power plants, and some coal power plants even before considering subsidies. And these are today's prices hopefully over time and this continues to improve.
我们很清楚电动汽车的发展情况,但可再生能源和储能的发展也变得越来越明显。特斯拉为我们提供了一个非常好的演示,比较了Megapack与某些化石燃料替代品的能源平均化成本。因此,能源平均化成本基本上是将一个项目考虑的所有终身成本除以所有终身产生的能源量。太阳能加上Megapack的成本甚至在考虑补贴之前,就比天然气发电厂、核电站和某些燃煤电厂低。这些是当今的价格,希望随着时间的推移,这种趋势会继续改善。

Another interesting detail that Tesla shared on the energy side is an increase in the number of reported electrical disturbances each year in the United States, going back the last couple of decades. Obviously some significant variance in this year to year, especially by category of disturbance. But the last three years are all the highest of the last two decades. And Tesla says that according to the US Department of Energy, electrical disturbances cost businesses $150 billion per year. So renewables combined with energy storage can improve stability, improving not just energy consumption waste, but also economic waste in this area. And of course all of that comes with a nice little benefit of reducing emissions.
特斯拉在能源方面分享了一个有趣的细节:美国报告的电力干扰每年都在增加,这个趋势在过去的几十年一直如此。当然,每年的干扰种类有很大的差异。但是,过去三年是过去二十年中最高的。特斯拉表示,根据美国能源部的数据,电力干扰每年给企业带来约1500亿美元的经济损失。因此,可再生能源与能源储存的结合可以提高电力系统的稳定性,不仅可以改善能源消耗浪费,还可以减少这个领域的经济浪费。当然,这也带来了一个好处,就是减少排放量。

Tesla says this year across the company, they were able to avoid 13.4 million metric tons of CO2 emissions across all of their products and operations. That number is up from 8.4 million metric tons last year, so almost a 60% increase in emissions avoided in just a single year.
特斯拉表示今年在整个公司范围内,他们通过所有产品和运营活动成功避免了1340万公吨的二氧化碳排放。这个数字比去年的840万公吨增加了近60%,所以仅仅一年就成功避免了更多的排放。

Over year with this report we highlight how with each additional year of operation for an electric vehicle, its emissions profile improves. There's that push towards higher utilization popping its head up again. But Tesla has included a really nice graph of that this year showing how emissions for an EV versus an ICE vehicle compare all the way from the beginning with the manufacturing phase through the life of the use of the vehicle.
通过这份报告,我们强调了随着电动汽车运营年限的增加,它的排放特性有所改善。这推动着更高利用率的趋势再次浮现。但特斯拉今年附上了一张非常漂亮的图表,展示了一个电动汽车与传统燃油车的排放情况的比较,从制造阶段一直到使用寿命的整个过程。

So every Tesla saving 55 tons of CO2 emissions over its life on average and Tesla is producing a lot of these things. Here's the leader in electric vehicles produced Tesla's got a nice chart of this showing EVs produced by manufacturer over the last six years. And of course Tesla's infrastructure with the Supercharger network is unrivaled as well. And the impact report this year again, Tesla states that the Supercharger network is 100% renewable. This has been the case in previous years, Tesla says this has achieved through a combination of onsite resources and annual renewable matching. Hopefully the balance of how that's achieved will improve over time.
每辆特斯拉汽车的平均寿命内可节省55吨二氧化碳排放,而特斯拉正在生产大量这样的汽车。这里有一张特斯拉生产的电动汽车制造商在过去六年里的表格,特斯拉是电动汽车制造商中的领军者。当然,特斯拉的超级充电网络基础设施也是无可匹敌的。今年再次公布的影响报告中,特斯拉指出超级充电网络使用100%的可再生能源。特斯拉表示,这是通过现场资源和年度可再生能源匹配的结合实现的。希望随着时间的推移,这种实现方式的平衡将得到改善。

One thing that I do have to note that is omitted from this year's report that has been included in previous reports will show the 2021 report here for a second. For example, Tesla had in previous years stated that the total energy consumed by Tesla's fleet and their operations since the very beginning of Tesla was actually less than the total amount of energy produced by Tesla solar panels, which was a really cool and impressive statistic. But we talked about how last year that equation was flipping a little bit and it'd be hard for Tesla to maintain that this year, which judging by the omission, it doesn't seem that they have. It's not a knock on Tesla. Again, it was just something that was extremely impressive before. But obviously the solar business has lagged a little bit. It would be really nice if that could keep up and maybe one day regain that sort of a metric.
有一件事情我想要提醒大家,这件事在今年的报告中被忽略了,而在以前的报告中被包含了进去,下面会在2021年的报告中阐述。例如,特斯拉在以前的年份中曾经说过,特斯拉车队和运营所消耗的总能量自特斯拉成立以来实际上比特斯拉太阳能电池板所产生的能量还要少,这是一个非常酷炫且令人印象深刻的统计数字。但我们已经谈论过去年这个方程式会有所变动,而特斯拉很难继续维持这个统计数字,根据这个遗漏,看起来他们确实没能维持下去。这并不是对特斯拉的指责,再次强调,这是之前非常令人印象深刻的数据。但显然太阳能业务有些滞后,如果能够保持发展,并有朝一日重新获得这样一个指标,那将是非常令人愉快的。

Now helping with that balance is solar installed on Tesla's factories. Tesla says this year that 32,400 kilowatts of solar panels are installed across Tesla's factories. This is a metric that Tesla disclosed last year. It was 21,400 last year. So just over a 50% increase in Tesla's solar on their factories year over year, which I think is a number to be very happy about. Last year we also talked about how Tesla was beginning to utilize AI to help with energy usage control in their factories.
现在,太阳能电池板已安装在特斯拉的工厂上,有助于平衡能源使用。特斯拉表示,今年特斯拉的工厂安装了32,400千瓦的太阳能电池板。这是特斯拉去年公开的一个指标,当时为21,400千瓦。与去年相比,特斯拉工厂的太阳能电力产量增长了50%以上,这是一个非常令人高兴的数字。去年我们还谈到,特斯拉开始利用人工智能来帮助控制工厂的能源使用。

This year we got a lot more information on that. Tesla says it's been launched at Gigatexis and it's now expanded to 34% of the HVAC controls at Giganevada. And although unfortunately this graph does not have a scale on it, always frustrating. We can see that during the periods of time where the AI control was on versus off, energy usage was consistently lower. And Tesla says that there have been zero safety incidents or production interruptions related to this AI control. So it's pretty impressive although we don't know to what scale. And I think highlights how far Tesla takes both energy consumption and vertical integration throughout the entirety of the business.
今年我们得到了更多相关信息。特斯拉表示,他们已经在Gigatexis启动了这项技术,并将其扩展到了Giganevada的34%的HVAC控制系统。尽管很不幸,这个图表上没有标出刻度,让人感到沮丧。但我们可以看到,在AI控制开启和关闭的时间段内,能源使用量始终较低。特斯拉还表示,与此AI控制有关的安全事故或生产中断数为零。尽管我们不知道具体规模,但这仍然是非常令人印象深刻的,体现出特斯拉在节能和全面垂直整合方面所取得的显著进展。

Tesla also gave us updated water consumption figures for this year. Tesla for 2022 was at 2.57 cubic meters of water use per vehicle. And Tesla says this was a 15% reduction year over year. And second only to BMW though Tesla does expect Gigabro lens outperform BMW on this metric once it is fully ramped. Lastly on the factories, Tesla says that 90% of manufactured waste is recyclable at their factories and that is as high as 93% for gigashang high.
特斯拉还向我们提供了今年的更新用水数据。特斯拉在2022年的每辆车用水量为2.57立方米,比去年减少了15%。虽然只排在宝马之后,但特斯拉预计一旦吉加布隆完全投产,该指标将超过宝马。最后关于工厂,特斯拉表示,他们工厂生产的废物90%可以再循环,而吉加上海高工厂则高达93%。

Over to vehicles, I think we've all got a really good understanding of these things, but Tesla highlighting the starting price of the Model 3 coming in below the Audi A4, the BMW 3 series, and the Mercedes C-Class even before any incentives. And when you consider the total cost of ownership over 5 years, Tesla Model 3 more comparable to a Toyota Corolla. So interesting to see Tesla has shared that the average annual miles driven for a Model Y in the United States is 13,800 compared to an average vehicle at 11,100, which I think makes a pretty clear case to any skeptics that there are no problems with people using these as primary vehicles.
关于汽车,我想我们对这些东西都有非常好的理解,但特斯拉强调Model 3的起始价格低于奥迪A4、宝马3系和奔驰C级,即使在任何刺激措施之前。考虑到5年内的总拥有成本,特斯拉Model 3更接近于一款丰田Corolla。特斯拉透露,在美国,Model Y的平均年行驶里程为13,800英里,而普通汽车的平均值为11,100英里,这对于任何持怀疑态度的人来说,都明确地说明了这些车辆作为主要车辆没有任何问题。

Tesla has also shared an update on battery degradation. They say that for the Model S and Model X, after 200,000 miles, batteries have degraded on average just 12%.
特斯拉还就电池退化问题进行了更新。他们表示,在Model S和Model X车型上经过20万英里的使用后,平均电池仅退化了12%。

Tesla shared a pretty similar chart last year so nothing too new on that. Hopefully they will include the Model 3 and the Model Y at some point. But obviously fewer of those vehicles probably up with that sort of mileage on them.
特斯拉去年已经分享了一个类似的图表,所以这并不是很新鲜的内容。希望他们在某些时候会包括Model 3和Model Y,但显然这种里程的车辆会比较少。

And then also nothing new here, but Tesla again demonstrating excellent uptime on the Super Charging Network 99.95% in 2022.
再次证明特斯拉超级充电网络的可靠性非常高,2022年的可用率达到了99.95%。虽然这没有什么新鲜的话题,但这仍然值得表扬。

On vehicle safety, Tesla does highlight a lot of different things here, but we've already talked about those, so we'll kind of skip through that. Tesla does note that for FSD beta engaged miles, the accident frequency has been 0.31 per million miles driven, which is a little bit less than half of the accident frequency for Tesla vehicles with no active safety features, and quite a bit lower than the US vehicle fleet as a whole, but of course you can talk about sample selection issues on that.
在车辆安全方面,特斯拉确实强调了许多不同的事情,但我们已经谈论过这些,所以我们会跳过这个话题。特斯拉指出,在启用FSD测试版的行驶里程中,事故频率为每百万英里0.31起,这比没有主动安全功能的特斯拉车辆的事故频率少了一半左右,远低于美国整个车辆队伍的事故频率,但当然你也可以谈论样本选择问题。

And this number 4 FSD beta is actually not new either. This works out to be the exact same number that was shown at Tesla's investor date. One thing that probably won't get a lot of attention, but should get more is Tesla's safety score.
这个数字4的完全自动驾驶测试版不是新的。这实际上是特斯拉在投资者日展示的完全自动驾驶测试版的相同版本。可能不会得到很多关注的一件事是特斯拉的安全评分,但它应该得到更多的重视。

So Tesla discloses the collision rate by safety score, which demonstrates how effective the scoring process has been for Tesla the top bucket 91-100. Looks like it's got about half the collision rate of the safety score buckets below 70.
特斯拉公开了按安全评分分类的碰撞率,这表明特斯拉使用评分过程的效果很好,其中得分在91-100分之间的车型碰撞率似乎只有低于70分安全评分的车型碰撞率的一半。

That's a very important data that Tesla has been able to extract, refine, and extrapolate from the fleet to be able to provide real value to both the fleet, offering cheaper prices for insurance to safer drivers, and a benefit to Tesla to be able to make better informed actuarial decisions on their insurance rates to drive a better margin on their insurance product or to offer those savings to customers and drive lower cost of ownership lower, which should help over time with vehicle adoption.
这是特斯拉能够从车队中提取、精炼和推断的非常重要的数据,既为车队提供了实惠的保险价格,也为特斯拉提供了更好地信息分析、制定保险价格的机会,从而提高他们的保险产品利润或为客户提供节省,并降低车辆的拥有成本,这有助于随着时间的推移,促进车辆的采用。

Just a couple of buckets from the impact report then, Tesla talks about how within the supply chain they have created the world's first battery passport using blockchain technology to track materials from mine to battery to understand emissions and human rights information throughout the entire process.
这里要提的是特斯拉在他们的报告中提到了,他们在供应链上采用了区块链技术,创建了全球首个电池护照,以追踪材料从矿山到电池的过程,以了解整个过程中的排放和人权信息。

So Tesla putting in a lot of work in those areas, they actually talk about across each of their key materials. We'll look at Cobalt here as an example, but they have these for all of them, really. They talk about all of the different steps they are taking to ensure responsible sourcing.
所以特斯拉在这些方面付出了很多努力,他们实际上谈论了他们的每一个关键材料。我们以钴为例看一下,但他们实际上为所有关键材料都制定了这些计划。他们谈论了他们为确保负责任的购买所采取的所有不同步骤。

Finally, a few interesting highlights on the employee-based Tesla says that in 2022, they received 3.6 million job applications, sexually up 20% from 2021, and from last year's report, we can see the history prior to that.
最后,有一些有趣的亮点关于以员工为基础的特斯拉,它说在2022年,他们收到了360万份求职申请,比2021年增长了20%。从去年的报告中,我们可以看到更早的历史记录。

Despite heavily publicized layoffs early in 2022, Tesla significantly grew their workforce throughout the year, closing the year at 127,855 employees, a 29% increase year-over-year. As we have previously talked about, Tesla ranks second only to SpaceX among US engineering students in terms of where they would like to work, although I'm not sure exactly when that study was taken.
尽管在2022年初有大量的传言称特斯拉进行了大量的裁员,但Tesla在整个年份内仍然大幅增加了员工数量,最终于年底时雇佣员工达到了127,855人,同比增加了29%。 正如我们之前谈到的那样,就美国工程学生理想的职业选择来看,特斯拉仅次于SpaceX排名第二,不过我不确定那项研究具体是何时进行的。

Looks like the worldwide results were published last January, so quite a long time ago at this point. I think the US rankings were published in August, so either way, the polling probably at least over a year old right now.
似乎世界排名结果已于去年1月公布,现在已经过去了相当长时间。我认为美国的排名结果是在八月份发布的,无论如何,现在的投票结果可能至少已经一年了。 意思:世界排名已经发布一年多了,美国的排名结果八月份公布,现在的投票结果可能已经过了一年。

So the 2023 results will be a lot more interesting to see. In workplace safety, Tesla's injury incident rate did decline 20% in 2022 from 2021. And then lastly, a nice thing that end on from the impact report Tesla highlights that every single employee is a stock owner, and therefore has a stake in Tesla's success, which cannot be said for legacy automakers in the US.
因此,等到2023年的结果将更加有趣。在工作场所安全方面,特斯拉的伤害事故率在2022年下降了20%,相比2021年。最后,特斯拉在影响报告中强调了一个好消息,即每个员工都是股东,因此对特斯拉的成功有直接利益,而这点对于美国传统汽车制造商来说是无法言说的。

So again, there's a lot more in the impact report I will put the links down in the description, and even with these highlights, I still think it's worth taking a look through, especially if you haven't read one previously.
所以,再次强调,这份影响报告中还包含了很多内容,我将在描述中放置链接。即使这些亮点已经足够引人注目,我仍然认为值得浏览整份报告,特别是如果你之前还没有读过。

Alright, moving into other news, Tesla's head of investor relations, Martin Vika, did tweet today that Tesla's begun to send out invitations to the shareholder meeting at Gigatexis on May 16th, Brian Kirk on Twitter, sharing an example of what that invitation looks like, so congrats to Brian. Hopefully many others receiving an invitation as well, make sure to check your spam folders.
好的,接下来进入其他新闻,特斯拉投资者关系主管马丁·维卡今天在推特上称,特斯拉已经开始向股东发送在5月16日在Gigatexis举行的股东会议邀请函。Twitter上的布莱恩·柯克分享了一个例子,展示了这个邀请函的样子,所以恭喜布莱恩。希望其他的人也能收到邀请函,记得去检查垃圾邮件文件夹。

Next, we've got an update on Tesla-insured vehicle numbers in China. Remember the reporting of this is now a little bit less widespread, but it does seem to still be popping up in some places. And it looks like the number for Tesla over the last week was 10,300.
下面我们来更新一下特斯拉在中国的保险车辆数量。记得现在的报道覆盖面稍微少了一些,但在一些地方仍然会有报道。最近一周,特斯拉的保险车辆数量似乎达到了10300辆。

So for the first three weeks here, we're now about 30,000, quarter to date, which is actually a really strong start to the quarter. Last quarter at this point, three weeks in, was about 22,000, and the prior quarter was 9,000.
在这里的前三周,我们现在已经达到了3万的季度总收入,这是一个非常强劲的季度开始。上个季度在这个时候,也就是三周的时间里,总收入约为2.2万,而前一个季度只有9,000。

So really good early results here for Tesla, but of course, a long quarter to go, and it's always a little bit unclear on what exactly Tesla is doing from an allocation perspective, which has a great effect on how the quarter comes in.
特斯拉早期的成果真的很好,但当然,还有一个长季度要过去,而特斯拉的分配方法对季度的进展有很大的影响,所以目前他们在做什么的一些方面还不是很明确。

I haven't yet been able to track down the BYD numbers for this week if anyone has those, let me know.
我还无法追踪到本周比亚迪(BYD)的数据。如果有人知道,请告诉我。

Another update in China, it looks like Tesla is now starting to test out opening up the Supercharger network with some pilot stations in mainland China, so all of a sudden Tesla has got this worldwide charging infrastructure, allowing them to potentially profit off of all electric vehicles.
中国又有了最新的进展,特斯拉似乎正在开始在中国内地测试一些试点站来开放超级充电网络,所以特斯拉突然拥有了这个全球性的充电基础设施,使他们有可能从所有电动车中获得利润。

Next a quick update on the Tesla semi from Zangler, who has followed the program closely, looks like there is a newly produced Tesla semi just off the line today. No confirmation of that, but we had had previous reports that production was paused temporarily.
接下来是对特斯拉卡车的快速更新,来自密切关注该项目的Zangler,看起来今天刚从生产线上生产出一辆新的特斯拉卡车。虽然没有得到确认,但我们之前有报道称生产暂时中断过。

There was a supplier related recall and a report that Tesla was just evaluating the program after the deliveries to Pepsi. Next couple of things for today then, some new comments from Elon Musk on FSD Beta, said overnight that it's been a while since he's had to intervene, and 11.4 is good. That version of course is still not released beyond employees, but hopefully that means we'll be seeing that soon.
今天有两个事情,首先是有一个与供应商有关的召回和关于特斯拉在和百事交付之后仅仅是在评估这个计划的报告。其次就是埃隆·马斯克关于完全自动驾驶测试版的一些新评价,他说自从测试版发布以来,已经有一段时间他没有需要干预了,而11.4版本表现也很好。当然,这个版本仍然没有在员工以外的人手中发布,但是希望这意味着我们很快就能看到它的推出。

Remember the release notes were pretty significant for that version, a lot of things to do with lanes. Separately, Elon also noted that people still don't understand the implications of FSD.
记得那个版本的发布说明相当重要,很多事情都与车道有关。此外,伊隆还指出人们仍然不理解全自动驾驶的影响。

Lastly, then a couple of things from GM. They did report stronger than expected for his quarter earnings, but as a part of that, they announced that they will be stopping production of the Chevy Bolt later this year, as they work to transition to more of their Altium architecture-based EVs. Despite this, they still feel like they are on track for their EV targets for this year, but we'll see.
最后,有几件事情来自GM。他们报告了比预期更强的季度收益,但其中一部分是宣布他们将在今年晚些时候停止生产雪佛兰Bolt,因为他们正在转向更多基于Altium架构的电动汽车。尽管如此,他们仍然认为他们在今年的电动汽车目标上仍保持在轨道上,但我们还要等待看看。

And then GM's cruise autonomy division has announced that they are now operating 24-7 in all of San Francisco on their cruise vehicles. So that is a nice milestone for them, but obviously scalability remains a massive question.
通用汽车公司的无人驾驶部门Cruise Autonomy宣布他们现在将所有的游轮车辆在旧金山进行24小时不间断的运营,这是一个好的里程碑,但是很明显可扩展性仍然是个巨大的问题。

Alright, that is where we'll wrap it up for today then. As always, thank you for listening, make sure you're subscribed and signed up for notifications, and also find me on Twitter at Tesla Podcast, and we'll see you tomorrow for the Wednesday April 26th episode of Tesla Daily. Thank you.
好的,今天的节目就到这里结束了。一如既往,感谢您的收听,请确保您已经订阅并打开通知,同时在 Twitter 上找到我的电台账号 Tesla Podcast,明天我们将会见到您,为 Tesla Daily 的 4 月 26 日星期三节目。谢谢。