GM Board Member Praises Tesla / Tesla Pauses Production / Rivian Stock Down 90% ⚡️
发布时间 2023-05-01 20:31:06 来源
摘要
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Elon on Maher: https://www.youtube.com/watch?v=oO8w6XcXJUs&ab_channel=RealTimewithBillMaher
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00:00 - Cybertruck
00:20 - FSD Beta Clip
00:45 - Giga Austin Aerial
00:59 - Corolla Collapse and Credit Crisis
2:56 - Elon and Maher
3:10 - S/X Ordering Removed Regionally
3:51 - Tesla Pauses Production
4:41 - Elon on FSD
4:56 - GM Board Member Praises Tesla
6:39 - Lyft Layoffs
6:51 - GM Parts Plant for Silverado EV
7:15 - The Lordstown Debacle
7:36 - Rivian Stock
8:25 - Tesla Charging Passes 5k
8:34 - Iola Chat
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*Disclaimer: I was a financial advisor with Edward Jones for a number of years. That said, I am not your financial advisor so please always do your own research and do not base your investment decisions on my videos alone.
#TeslaProduction #RivianStock #TeslaNews
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host Dillinumis, quick shout out to my newest patrons, Wonderlick and Stewart S. Thank you for choosing to support the channel.
欢迎来到《电气化》，我是主持人Dillinumis。快速向我的最新赞助者Wonderlick和Stewart S.大喊一声，感谢你们选择支持本频道。
I wanted to share this quick FSD beta video from Strength Plan. As you can see, he actually has the green left arrow. It's actually the pedestrians that have the do not walk and the red, but they continue to walk on anyway. So, pretty challenging, confusing situation for everyone involved, but I thought the FSD beta handled it really well, waiting for that last girl to go and then proceeded right through.
我想分享一下这个由Strength Plan制作的FSD beta快速视频。你可以看到，他实际上有绿色的左箭头。但事实上，行人的信号灯是“不要走”和红色的，但他们还是继续走。因此，对所有人来说都是一个非常具有挑战性和令人困惑的情况，但我认为FSD beta处理得非常出色，等待那个最后的女孩走后，然后直接通过。
Sven on Twitter shared this aerial image of Giga Texas, and as you can see, the actual word Tesla is finally now completely outlined with solar panels, and hopefully they can finish off the rest of the roof just wanted to pass along the update.
Sven在推特上分享了一张吉加特萨的航拍图片，你可以看到，特斯拉这个词现在被太阳能板完全勾勒出轮廓了，希望他们能完成剩余屋顶的建设。只是想传递这个更新。
Yaman on Twitter shared a chart of the past 15 plus years of Toyota Corolla sales, pointing out that March, they historically have averaged between 20 and 30,000 unit sales, but in 2022, it was down to under 17,000, and then this year, all the way down to 13.5,000. And it's not just one month, if you go back to the middle of 2021, you can see that's where things really started to fall off, and they've fairly consistently been below 20,000. Elon replied to that chart saying it's becoming harder for people to get car loans in the US, even when their credit is good, understandable that banks are slow to extend credit when they're trying to avoid bankruptcy themselves.
在Twitter上，Yaman分享了一张丰田卡罗拉销售过去15年以上的数据图表，指出历史上3月份平均销售量在20,000-30,000之间，但在2022年降至不到17,000，今年更是降至13,500。而这不仅仅是一个月的数据，回顾到2021年中期，就可以看到销售量真正开始下降，并且一直保持在20,000以下。Elon对此图表回应说，在美国，即使信用良好，人们获取汽车贷款也变得更加困难。银行试图避免自己破产，因此缓慢扩大信贷规模是可以理解的。
This brings us to a big talking point for Tesla right now, how it chooses to handle its captive financing, which just means actually making loans to consumers who may otherwise not be able to get those loans. This is from Tesla's 10Q for quarter one this year, and they said they've been providing loans for financing for automotive deliveries in volume, dating back to 2022.
这使得我们来到了目前特斯拉的一个重要话题，那就是它选择如何处理其自有融资业务，也就是向那些可能无法获取贷款的消费者实际提供贷款。这是来自特斯拉2021年第一季度的10Q文件，他们表示从2022年开始就一直为大规模交付的汽车提供融资贷款。
They're doing the same thing on the energy side as well. It's not really the amounts right now that matter, but how Tesla chooses to handle this going forward if you go back to the Q4 call. Remember, Zach said we've been using captive financing so far to plug what we believe to be gaps in the market of existing third party products. Tesla is already doing this globally and they say they do have a small amount of US loans that are very targeted. He continued, I do think there's opportunity here to continue to grow this. It is a consumer of cash, so we're being cautious on how we do it, but the plumbing is in place to do a lot more here.
他们在能源方面也在做同样的事情。现在的数量并不重要，而是要看特斯拉选择如何处理这个问题。回想一下Q4电话会议，扎克说我们到目前为止一直在使用自有金融来填补市场上现有第三方产品的空缺。特斯拉已经在全球范围内采取了这种做法，他们说他们有一小笔非常有针对性的美国贷款。他继续说，我认为这里还有机会继续增长。这是现金的使用者，所以我们正在谨慎地处理它，但是我们已经有了更多的机会。
So this will be something to watch because if Tesla can confidently roll out more captive financing, that means people will have access to better rates for these loans to buy a vehicle when the third party options in the market are just offering rates that are prohibitive for many consumers. And as Elon said, this may be needed even for people with good credit.
这将是一个值得关注的事情，因为如果特斯拉能够自信地推出更多自有金融业务，这意味着人们购买车辆时将有更好的贷款利率可供选择，而市场上第三方选项提供的利率对许多消费者来说是不可接受的。正如埃隆所说，即使是信用良好的人也可能需要这种金融服务。
In case you missed it, I'll put Elon's 20-minute chat with Bill Maher down below. Personally, I didn't really have any takeaways nor learn anything new. My only comment would be on what they said about the Bible, but topic for a different forum.
如果你错过了，我会在下面放上埃隆和比尔·马赫的20分钟聊天视频。就我个人而言，我并没有得到什么启示或学到新东西。我唯一的评论是关于他们对《圣经》的说法，但这是一个不同论坛的话题。
Over the weekend, certain markets have lost the ability to order a Model S or X that button has been replaced with the get updates. The regions being reported, Australia, Thailand, Singapore, and New Zealand. If I understand correctly, these are all right-hand drive markets. So maybe the order volumes are not where Tesla would need it to be for the right-hand drive vehicles. Maybe this is just a temporary thing. We really have to wait and see what's ultimately going on.
在过去的周末，一些市场失去了订购Model S或X车型的能力，该按钮被替换为"获取更新"。这些地区包括澳大利亚、泰国、新加坡和新西兰。如果我理解正确，这些都是右侧驾驶的市场。也许特斯拉需要的右侧驾驶车型订单量不足。也许这只是暂时的事情。我们需要等待并最终看清楚情况。
Drive Tesla Canada added that existing Model S and X reservation holders have not yet received updates on what this means for their existing orders. No changes for the Model 3 or Y in these regions, and I would imagine more news on this to come.
Drive Tesla Canada指出，现有的Model S和X预定者尚未收到关于现有订单的更新。对于这些地区的Model 3或Y没有任何改变，我想还会有更多关于此事的新闻。
We have Troy Tesslik saying that production in China has been paused for a few days without citing any sources that I've seen. But it's worth pointing out that from April 29th to May 3rd is the Labor Day holiday in China this year.
特洛伊·特斯利克说中国的生产已停滞了几天，但我没有看到他引用任何来源。但值得指出的是，今年4月29日至5月3日是中国的劳动节假期。
Then we have Gary Black saying that Tesla kept the Shanghai Factory open for 2021 and 2022 during the same holiday weekend. But I believe that's false because of this report back from 2020 where Tesla actually extended the break at the Shanghai plant telling workers not to come back until May 9th at the earliest.
然后，我们有Gary Black说特斯拉在同一假期周末内将上海工厂保持开放直到2021年和2022年。但是我认为这是不正确的，因为2020年有一份报告显示，特斯拉实际上延长了上海工厂的休息时间，告诉工人最早要等到5月9日才能回来。
For me, this is basically nothing. Some years Tesla may want to pay extra to have some workers over this weekend for extra capacity. Other years maybe that extra capacity and paying those higher rates isn't really as required. So some years they leave it open. Other years they close it in the long run. Not a big deal either way.
对我来说，这基本上算不了什么。有些年份，特斯拉可能想支付额外费用，让某些工人在这个周末工作以增加产能。而有些年份，这种额外产能和高薪支付不是必要的。所以有些年份他们会放开，有些年份则最终会关闭。无论怎样，这都不是大问题。
Replying to whole Mars, Elon said 11.4.1 is promising for whatever that's worth. Then replying to Doge designer Elon said Tesla self-driving is by far the most advanced real-world AI. Align he likes to say very often.
回应有关火星的问题，埃隆表示，11.4.1版本无论价值多少都很有前途。然后，在回应有关Dogecoin 设计者的问题时，埃隆表示特斯拉的自动驾驶是迄今为止最先进的实际AI。他经常说这句话。
Here we have a quick clip of John McNeil talking Tesla. Looking at John's LinkedIn bio you can see he's the former president of Tesla and COO of Lyft. Perhaps more importantly he's currently on GM's board. He was at Tesla for three years from 2015 to 2018. I don't think he's all that distracted away from the business.
这里有一个简短的视频剪辑，John McNeil在谈论特斯拉。通过查看John的领英简介，我们可以看到他曾是特斯拉的前总裁和Lyft的首席运营官。更重要的是，他现在是通用汽车公司的董事会成员。他在2015年到2018年期间在特斯拉工作了三年。我认为他没有过多地分心。
On the earnings call he was answering questions at a really deep level like how the C++ neural nets work. He's involved and he has always had a lot going on but he is incredible at managing his schedule and staying involved on the key. The absolutely key topics. And you see they are still delivering more cars than they've ever delivered. I think anybody in the car business would love a 36 comp on a quarter and he's got a lot of margin to play with.
在收益电话会议上，他回答问题的深度非常深，比如C++神经网络是如何工作的。他参与其中，一直有很多事情要做，但他非常善于管理自己的时间表，并在关键领域保持参与。当然，这些领域非常关键。你会发现，他们仍然比以往任何时候都交付更多的汽车。我想，任何从事汽车业务的人都会喜欢一个36/1的比率，而他有很多潜力可以利用。
Yeah. I think that's what he's asking you to believe is an investor is can you make this up in the future with software, software revenues and other revenues that are going to come in off the car. That's what you're being asked to believe is an investor. And I'm asking you where you would land on that. I think the market is kind of speaking on that. I think in the long term this is a huge market. They're a market leader, they've got market leading margins and so as an investor you're investing into a space that could be 10 times larger literally in five years than it is today.
是的。我想他要你相信的是，作为一位投资者，你能否在未来通过软件、软件收入和车辆带来的其他收入弥补这一差距。这就是作为投资者你被要求相信的。而我想问你的是，你对此有何看法。我认为市场已经在这方面表达了它的观点。我认为从长远来看，这是一个巨大的市场。他们是市场领导者，他们拥有市场领先的利润率，因此，作为一位投资者，你是在一个未来5年内可能会比今天大10倍的领域进行投资。
My reason for sharing this if you go back to pretty much everybody that actually knows Elon on a personal level or that's worked with him in any capacity says the same thing. He's not distracted. He has an incredible ability to focus on what matters. It's really the investors people that don't have relationships with Elon that make the argument he's distracted. They really don't know what they're talking about. Just my opinion.
我分享这个的原因是，基本上与伊隆（·马斯克）有过个人接触，或在任何方面与他合作过的人，都会说同样的话。他不会分心，有着令人难以置信的集中注意力的能力。真正声称他分心的人是那些与伊隆没有关系的投资者。他们实际上并不知道他们在说什么。这只是我的观点。
Lift has decided to lay off 26% of its employees or about 1772 workers. Lift plans to share more detail on its cost cutting measures on its earnings call May 4th. GM is spending $200 million to build a new parts plant that will supply parts for the upcoming Chevy Silverado and it'll be where the former Detroit Pistons arena used to be. GM is spending $4 billion to overhaul the Chevy Bolt production to then produce the upcoming Silverado EV pickup and construction on this parts facility to serve that plant would begin this July and be completed November next year.
Lift决定裁员26%，即约1772名员工。Lift计划在5月4日的收益电话会议上分享更多有关其削减成本措施的详细信息。通用汽车公司(GM)将耗资2亿美元建造一家新的零件工厂，为即将推出的雪佛兰Silverado提供零部件，并将建在前底特律活塞队的竞技场所在地。GM将花费40亿美元来改造雪佛兰Bolt生产线，以生产即将推出的Silverado EV皮卡车，为该工厂服务的零件设施的建设将于明年7月开始，并于明年11月完成。
Lord's Town stock is down 40% today because Foxconn has alleged that Lord's Town breached the $170 million investment deal. Lord's Town rejected that saying he was in talks with the contract manufacturer to seek a resolution. This entire situation has been a complete mess. Lord's Town has said they may need more money. I won't be surprised if bankruptcy is on the horizon.
今天，洛德斯镇的股票下跌了40%，原因是富士康声称洛德斯镇违反了1.7亿美元的投资协议。洛德斯镇拒绝了这一说法，称他正在与合同制造商进行谈判，以寻求解决方案。整个局面非常混乱。洛德斯镇已经表示可能需要更多的资金。如果破产出现在眼前，我也不会感到惊讶。
Rivian stock is now down over 90% from the post IPO highs. It's currently valued at around $12 billion and it has around $12 billion of cash on hand. Alex Potter who knows his stuff is expecting Rivian to need to raise about $4 billion to fund his growth past 2025. Many said until that funding is addressed we think Rivian will keep trading at book value. Not being at volume production high interest rates an expensive truck relative to other EV pickups like the F-150 Lightning just a very tough time for Rivian. Which maybe why this R1T was spotted in Europe when Rivian doesn't have any imminent plans to actually expand in that region. The speculation is that Rivian may be looking for a new supplier to potentially help with production but again speculation.
Rivian股票现在比上市后的高点下跌超过90％。目前的市值约为120亿美元，手头有约120亿美元的现金。知识渊博的Alex Potter认为，Rivian预计需要筹集约40亿美元，以支持其2025年后的增长。许多人说，在这种融资问题得到解决之前，我们认为Rivian将继续按照账面价值进行交易。由于没有大量生产，高利率的成本相对较高的卡车与其他电动拾起车型（如F-150 Lightning）相比，Rivian的处境非常艰难。这可能就是为什么Rivian的R1T被发现在欧洲，而Rivian并没有任何即将在该地区扩张的计划。推测是Rivian可能正在寻找新的供应商，以潜在地帮助生产，但这仍然是猜测。
Just a charging put out a nice how it started vs how it's going picture comparison adding they're now operating 5000 plus supercharger sites around the world. Two quick notes on my conversation with Iola. One if the audio quality was poor for you I apologize. I honestly didn't know if I'd be able to use it at all. I spent around 45 minutes just playing with her audio to try to get it to be somewhat usable. The source file was very rough but I did the best that I could. And two hopefully this will serve as a great groundwork of understanding for the Tesla Energy and Tesla Mega Pack market for future conversations to come.
只需一个充电器，就能呈现出一个漂亮的现在对比过去的图片，并补充说他们现在在全球运营5000多个超级充电站。关于我和艾欧拉的谈话，有两点要注意：第一点，如果音频质量对您来说很差，我很抱歉。我真的不知道是否能使用它。我花了约45分钟时间试图让她的音频变得更可用。源文件非常粗糙，但我尽了最大的努力。第二点，希望这将为未来的谈话奠定对于特斯拉能源和特斯拉 Mega Pack 市场的了解基础。
You can find me on twitter at dillinumus22. Hope you guys have a wonderful day. Please like the video if you did and a huge thank you to all of my patreon supporters.
你可以在 Twitter 上找到我的账号，账号名为 dillinumus22。祝愿你们有美好的一天。如果你喜欢这个视频，请点赞，非常感谢所有支持我的 Patreon 赞助者。