Elon Takes Over Tesla Hiring / Cybertruck Production / Tesla "Demolishing" Fremont Line ⚡️
发布时间 2023-05-15 21:49:31 来源
摘要
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Robyn Denholm video: https://ir.tesla.com/corporate
S/X Lawsuit: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://storage.courtlistener.com/recap/gov.uscourts.cand.412569/gov.uscourts.cand.412569.1.0.pdf
Tesla Lego: https://ideas.lego.com/projects/60a51dcf-073b-42c2-be96-8d55a98f299c
Supercharger site: https://supercharge.info/changes
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00:00 - Elon Is a Vibe
00:44 - Shareholder Meeting & Upload Schedule
1:02 - Cybertruck Production Update
2:12 - FSD Beta 11.4.1
2:46 - George Soros and Elon Musk
3:10 - Model 3 LR RWD
4:38 - Model 3 Website Refresh
5:06 - German Sales Data
5:26 - Elon Meets w/ Samsung Exec
6:17 - New Tesla IR Video
7:08 - Giga France?
8:16 - Tesla Demolishing Fremont Line
8:49 - Tesla Interior Cabin Monitoring
9:57 - Machine Gunned Down Toyota System
11:04 - Class Action Lawsuit
11:34 - Elon on CNBC Tuesday
11:53 - Rivian R1T Delivery Times
12:22 - Baidu Removing LIDAR
12:47 - Tesla Lego Set
13:02 - FSD Beta 11.4.1 Regression
13:24 - Supercharge.Info
13:40 - Elon Takes Over Hiring
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#TeslaCybertruck #CybertruckProduction #ElonMusk
GPT-4正在为你翻译摘要中......
中英文字稿 
量�igger Kyle 80cm 2рут Vokom2weElektre 5EisEur workflowitionationationition intresie推たもいにutつもらい viscobix be held tomorrow, Tuesday starting at 4 p.m. eastern time, so everybody traveling, safe travels, I will not be uploading a video tomorrow, I'm just going to enjoy the event, then I'll include any news and the wrap up from the event on Wednesday.
这段文本描述了一个名为"量��igger Kyle"的活动，其目的是让人们了解一些产品，包括80厘米的Vokom2weElektre和5个EisEur工作流。此外，还提到了一个将于明天举行的会议，受邀者应在东部时间下午四点开始旅行，祝大家旅途愉快。由于作者将参加此活动，他不会上传视频，但他会在周三发布此次活动的任何新闻和总结。
Over the weekend, Joe Tetmire uploaded a drone video of Gigatexas on Mother's Day and he found something very interesting. We see some new castings on the south side of the building that are right in front of this door that was open, almost like Tesla wanted us to see them. Over here we see three, maybe four that are actually sitting on these pallets and then on the right we have these two that are not on pallets that are also marked with the sea. So yes, the understanding right now is that these would be Cybertruck castings, which would imply that the 9000 tonne press is actually up and in action.
上周末，乔·特姆尔在母亲节上传了一段吉加哥特克萨斯的无人机视频，他发现了一些非常有趣的东西。我们可以看到建筑物南侧有一些新的铸件，它们就在这个门口右边，门是开着的，就像特斯拉想让我们看到它们一样。在这里，我们可以看到有三个，也许是四个铸件，它们实际上坐在这些托盘上，然后在右边，我们有这两个没有托盘的，它们也标有“海”字样。所以，目前的理解是，这些应该是Cybertruck的铸件，这意味着9000吨的压力机实际上已经开始运转。
And if you look at the only image we have of the Cybertruck production line in Austin, this image was from the quarter one shareholder deck, you can see the similarities to that casting here on the line and these new castings we just saw over the weekend. There's some speculation out there that some of these are for the front, some of these are for the rear, but it could just be that these ones on the right are just flipped around and it's the same one. Honestly, I can't say for sure, so I don't want to speculate. Either way, it's a great sign for Cybertruck production if those castings did indeed come from the 9000 tonne press at Gica Austin.
如果你看一下我们在奥斯汀的Cybertruck生产线上的唯一一张图片，这张图片是来自第一季度股东展示，你可以看到这里的铸件与我们在周末刚看到的新铸件的相似之处。有些猜测认为一些是前部的，一些是后部的，但这些右侧的可能只是翻转了一下，其实是同一个。说实话，我不能确定，所以我不想猜测。不管怎样，如果这些铸件确实来自Gica Austin的9000吨压力机，对Cybertruck生产来说是个好兆头。
Now, I believe this message when it comes to FSD Beta has been around dating back to 11.3 versions, but as Dirty Tesla pointed out, this was the first time he had seen it and the proper behavior to go with it. So for the people that are in the know with FSD Beta and how it's behaved, merging onto highways, looks like improvements are being made. Holmars, who extensively tests FSD, highlights one of the most exciting things he's seen, how it sees this pedestrian but continues on, not slowing down or stopping, just like a human would, knowing there's enough time to make it through.
现在，我相信关于FSD Beta的这个消息要追溯到11.3版本，但正如Dirty Tesla指出的那样，这是他第一次看到并且伴随着正确的行为。因此，对于那些熟悉FSD Beta及其行为的人来说，合并到高速公路上看起来正在改善。Holmars是FSD Beta的“重度测试者”，他强调了他看到的最令人兴奋的事情之一，即它看到这个行人但继续前进，不减速或停下，就像人类一样，知道有足够的时间通过。
There's been a fair amount of chatter about this George Soros cutting ties with Elon Musk. The reality is there were never really any ties to begin with. All that really happened here is the Soros fund chose to sell its Tesla holding, which amounted to about $22 million worth of Tesla stock when it was valued at $170 per share. So basically nothing burger in my eyes.
有关George Soros与埃隆·马斯克割裂关系的谣言已经相对普遍了。事实上，一开始并没有真正的关系。真正发生的事情只是索罗斯基金选择出售其特斯拉股票，这些股票在每股170美元的时候价值大约2200万美元。所以在我看来，这实际上什么也没有发生。
Here we have some exciting news as the Model 3 long range rear wheel drive variance that plenty of people want that originally was only going to be for commercial or business to business customers is now available in Tesla's inventory in certain European countries for regular customers. Again, it's still not available in the design studio, this is just an available inventory. So maybe some of those vehicles that were originally destined to go to commercial customers, maybe there was some excess and Tesla is just giving them up to anyone else. The word is they will be left hand drive variance produced in China. Now I can't confirm all of the specs for this vehicle, specifically the chemistry as Berliner G pointed out, but we can confirm the price and the range, which is 620 kilometers or 385 miles.
在这里，我们有一些令人兴奋的消息，即Model 3长续航后轮驱动差异，很多人想要的，最初只面向商业或B2B客户，现在在某些欧洲国家的特斯拉库存中面向普通客户提供。再次强调，这款车型仍未在设计工作室中提供，目前只是一个可用的库存。因此，也许一些最初打算供商业客户使用的车辆有些过剩，特斯拉正在将它们分配给其他人。据说它们将是中国生产的左驾驶车型。现在，我无法确认这款车的所有规格，特别是Berliner G所指出的化学成分，但我们可以确认价格和续航里程，即620公里或385英里。
Now it does say on the WLTP so historically the EPA has been about 80% of that figure, but last time we checked there may have been some changes with the WLTP to EPA listings, specifically in these European countries. My point is I'm not sure that 20% delta between the WLTP and the EPA ranges still exists I'm still trying to confirm. I still wouldn't be holding my breath that this variant makes it to the United States. However, I would say this is at least one step closer to that direction allowing this variant to be sold to regular customers non-commercial.
现在它所说的是关于WLTP的，历史上EPA大约是那个数字的80%，但是上次我们检查的时候，在这些欧洲国家可能有一些WLTP到EPA上市的变化。我的意思是我不确定WLTP和EPA范围之间的20%差距是否仍然存在，我仍在努力确认。然而，我仍然不会抱有希望认为这个版本会进入美国。然而，我认为这至少是朝着这个方向迈出的一步，允许普通客户非商业销售这个版本。
Speaking of the Model 3 Tesla has redesigned the Model 3 product page at least on the desktop version. I'm not seeing any new stats and yes, it's a bit odd that Tesla would refresh this page ahead of what is Project Island when we're expecting that to come sometime later this year and they still have the older or current version of the Model 3 images on the site. Just wanted to give you a heads up in case you wanted to check out the new changes to the website.
说到Model 3，特斯拉至少在桌面版上重新设计了Model 3的产品页面。我没有看到任何新的统计数据，是的，特斯拉重新刷新这个页面有点奇怪，因为我们期待的“岛屿计划”预计将在今年晚些时候推出，而他们在网站上仍然使用旧版或当前版本的Model 3图片。只是想提醒您，如果您想查看网站的新更改。
Here we have some sales data for the first four months of the year in Germany, not really a surprise, but the model Y has the number one spot at 17.4000 units sold. The VW ID4 and 5 combined in second place and then the Model 3 in fifth place at 4.7000 units.
这里有德国前四个月的一些销售数据，没有什么意外，但是Model Y以17,400辆的销量排名第一。VW ID4和5排名第二，排名第五的是Model 3，销量为4,700辆。
We get a very brief article from this Korean source just telling us that the executive chairman of Samsung met with Elon Musk last Wednesday. They discussed ways to cooperate in the future high tech industry. They met in Silicon Valley at the North American semiconductor research center and they talked about carrying out exchanges for next generation IT development including joint development of fully autonomous driving semiconductors. Honestly though, it's been almost three years now that Tesla has been in talks to some degree with Samsung as we initially heard that Tesla was talking to Samsung when it came to hardware 4. From the start of 2021, Tesla and Samsung's Foundry Division have been talking about designs and samples of hardware 4, saying it was virtually a done deal. Unfortunately, there's really no word on what if anything will result from this latest conversation.
我们从这个韩国消息来源得到一个非常简短的文章，告诉我们三星的执行主席上周与埃隆·马斯克会面了。他们讨论了未来高科技产业合作的方式。他们在硅谷的北美半导体研究中心会面，谈论了进行下一代IT发展的交流，包括联合开发全自动驾驶半导体。不过，实际上，近三年来特斯拉一直在一定程度上与三星保持联系，最初我们听说特斯拉在谈论硬件4时与三星保持联系。从2021年开始，特斯拉和三星的晶圆制造部门一直在谈论硬件4的设计和样品，说这已经基本完成。不幸的是，这次最新交流的结果还不知道会有什么。
On Tesla's investor relations page, they uploaded a new 5 minute video from Robin Denholm just going over very high level general stuff when it comes to Tesla shareholders. We've added four independent directors and nominees in the last three years alone. Last year we appointed Joe Gebbia, a founder of Airbnb who brings experience in design, brand development and management of complex regulatory environments globally. This year we've nominated JB Strawble. JB is one of Tesla's co-founders with extensive operational experience both inside and outside of Tesla and an exceptional technologist with firsthand knowledge of Tesla's technology. I'll link this below but definitely nothing groundbreaking.
在特斯拉的投资人关系页面上，他们上传了一段来自罗宾·德尼尔姆的新五分钟视频，介绍特斯拉股东们的基础知识。仅在最近三年内，我们加入了四名独立董事和提名人。去年，我们任命了Airbnb创始人之一Joe Gebbia，他在设计、品牌建设和全球复杂监管环境管理方面拥有丰富经验。今年，我们提名了JB Strawble。JB是特斯拉的联合创始人之一，拥有丰富的特斯拉内外操作经验，是一位非凡的技术专家，对特斯拉的技术有第一手的了解。我会在下面提供链接，但绝对不会有什么突破性的东西。
Elon just sat down with the French President Emmanuel Macron as part of France's new business reform drive and their choose France initiative. And Elon said he was confident Tesla would make significant investments in France in the future but he didn't give a timeline. Elon also said no announcement today but I'm very impressed with President Macron and the French government and how welcoming they are. They talked about the European response to the inflation reduction act as well as the progress France has made on attracting investment for the EV and energy industries. And Macron said we have so much to do together. But when the finance minister of France who also met with Elon was asked if Tesla would be building a gigafactory in France he said he'd rather keep the content of their negotiations secret.
埃隆和法国总统马克龙会面，作为法国的新业务改革驱动和“选择法国”倡议的一部分。埃隆表示他对特斯拉未来在法国进行重大投资很有信心，但他并没有给出时间表。埃隆还说，今天没有宣布任何消息，但他对马克龙总统和法国政府，以及他们的热情好客印象深刻。他们谈到了欧洲对通货膨胀减缓法案的回应，以及法国在吸引电动车和能源产业投资方面取得的进展。马克龙说，我们有很多事要一起做。但当法国财政部长被问及特斯拉是否会在法国建造超级工厂时，他表示他更愿意保持他们谈判内容的机密性。
As we talk about all the time most countries around the world are going to end up in this place trying to woo Elon and Tesla to set up shop to some degree in their countries. Honestly with every conversation like this that happens it's almost like Tesla and Elon have more and more leverage in these negotiations.
正如我们经常谈论的那样，世界上大多数国家都会尝试在某种程度上吸引埃隆和特斯拉来其国家设立工厂。老实说，每次这样的谈话发生时，特斯拉和埃隆在这些谈判中的影响力似乎越来越大。
From Tesla Roddy Tesla has applied to demolish multiple equipment tools and utilities lines at the Fremont factory. And we know that Tesla is always updating and improving the Fremont line making marginal improvements but very rarely if ever have we heard about Tesla planning to demolish an entire production line. So naturally now the speculation goes to is this going to be for the Model 3 project island. For now that's all we get and rather than adding to the speculation I'll just wait as I'm sure we'll learn for sure what's going on in the future.
特斯拉申请拆除弗里蒙特工厂的多个设备工具和公用事业线路。我们知道特斯拉一直在更新改进弗里蒙特生产线，做出了一些较小的改进，但很少听到特斯拉计划拆除整个生产线。现在自然而然地想到这是否是为了模型3项目。现在我们只能等待，而不是添加更多的猜测，相信我们将来会了解到真正的情况。
Over the weekend green the only pointed out that the interior cabin camera of Tesla may see a lot more functionality and use in the future. Tesla is now planning to track additional things like how many Yons the driver had, how many blinks and how long they were, always learning just to calculate how drowsy the driver is. He added it also looks like they're planning to apply this even when not on autopilot by seeing how well centered the driving is, how many lane keep assist warnings and corrections have happened lately.
在周末，Green清楚地指出了特斯拉的车内摄像头未来可能会有更多的功能和使用。特斯拉现在计划跟踪额外的事情，比如驾驶者打了多少哈欠、眨眼的次数和时长，始终保持学习状态以计算驾驶员的疲劳程度。他补充说，特斯拉似乎还计划即使不在自动驾驶模式下，也会检查驾驶的中心位置有多好、最近有多少条道路保持辅助警告和纠正措施。
Plenty of people still complain about Tesla nagging the driver about hands on the wheel and torque on the wheel things of that nature so maybe this update in the future will reduce those warnings.
许多人仍然抱怨特斯拉让司机手放在方向盘上和扭矩方面等问题，所以也许未来的这次更新会减少这些警告。
Green also added that Tesla would be adding support for when the driver looks at things like the mirrors or car controls the time anything on the screen. These normal driving behaviors that when before you could get a strike for doing so we'll see if this reduces the Tesla nag either way I know this is something that Nitsa would be very proud of they're big on the driver monitoring capability so a step in the right direction for Tesla.
格林还表示，特斯拉将支持当驾驶员盯着镜子或车辆控制板上的时钟等内容时，屏幕上的东西也能响应。这些正常的驾驶行为，在以前可能会因为这样做而被记侵犯交通安全的罚分。我们会看到这是否能减少特斯拉的提示，但不管怎样，我知道这是Nitsa会非常自豪的，因为他们非常注重驾驶员监控的能力，因此这对特斯拉来说是朝着正确方向迈出的一步。
Here we have some industry experts chiming in on Tesla's upcoming modular or unboxed manufacturing process that we're first going to see at Gigamaxico.
在这里，一些行业专家就特斯拉即将推出的模块化或非装箱制造流程发表了看法，我们将首次在Gigamaxico看到这种制造流程。
这句话意思是说，有些行业专家在讨论特斯拉即将推出的一种新型制造流程，这个流程可以是模块化的，也可以是非装箱式的。他们认为这种制造流程将会在Gigamaxico首次亮相。
The managing director at an industry consultancy said I got the feeling when I watched the Tesla presentation the Toyota production system handbook has just been thrown up in the air and machine gun down.
一家工业咨询公司的总经理说：“当我看特斯拉的演示时，我感到丰田生产系统手册被扔到了空中并被机枪扫射了。”意思是特斯拉的生产方式与丰田的完全不同。
A German researcher called this new Tesla process revolutionary adding this is much more than modular production it's eliminating steps that were standard creating new patterns of working increasing speed reducing complexity.
一位德国研究员称这种新型特斯拉生产过程是一场革命性的变革。他表示，这不仅是模块化生产，更是消除了常规生产步骤，创造了新的工作模式，提高了生产速度，减少了复杂性。
The summary of these conversations this unboxed process could rewrite the industry standard playbook and practices.
这些对话的总结表明，这种不受束缚的过程可能重写行业标准的策略和实践。
There will be challenges however as one expert in the lean manufacturing arena said this process won't work unless production of these big high content unboxed vehicle modules are completely synchronized and finished blocks arrive for a final put together just in time. As we know though since inception Tesla has been specializing in making the impossible merely late.
然而，有一个精通精益生产领域的专家表示，除非这些大型高含量未装箱的车辆模块的生产完全同步，并且完成的模块会及时送达最后的组装区，否则这个过程会遇到挑战。尽管如此，我们知道自从创立以来，特斯拉一直专门致力于做一些看似不可能完成的事，最终也只是迟到了而已。
You may recall a few years ago when Tesla got into some legal trouble with customers for limiting the charging curve on certain model SNX vehicles in the name of safety. Well now along similar lines on Friday there was a class action lawsuit filed again some customers now claiming that Tesla's software updates are actually limiting or reducing the driving range for certain model SNX vehicles.
你可能还记得几年前特斯拉因为为了安全限制了某些型号SNX车辆的充电曲线而遭遇了一些客户的法律纠纷。现在，类似的事情又发生了，上周五某些客户提起了一项集体诉讼，声称特斯拉的软件更新实际上在限制或降低某些型号SNX车辆的行驶里程。
I'm sure we'll get updates on this in the future but if you want to dive in now I'll include this link below.
我相信未来会有更新，但如果你现在想深入了解，我会在下面附上链接。
With this one I don't know if it's going to be a let down but CNBC is kind of hyping it up as a special event but tomorrow it sounds like David Faber is set to speak with Elon Musk during this special presentation at 6 p.m. Eastern time right after the Tesla annual shareholder meeting.
这个我不知道是否会让人失望，但CNBC正在炒作它作为一个特别事件，明天似乎David Faber将在特别演示中与Elon Musk交谈，时间是美国东部时间下午6点，在特斯拉年度股东大会后进行。
Rivian has informed Tesla Rotti that the R1T delivery times have been significantly cut. They said Rivian's production ramp continues to climb and that means customers can take delivery of R1T faster than ever.
「Rivian告诉特斯拉罗蒂，R1T交货时间已经显著缩短。他们表示Rivian的生产规模继续扩大，这意味着客户可以更快地提取R1T。」
Starting today May 13th customers can reserve an R1T and take delivery in 14 days or less in some cases. It sounds like custom configurations still have wait times between 4 and 16 weeks but if you're in the market for a Rivian maybe worth taking another look.
从今天5月13日开始，顾客可以预订R1T型号，而一些情况下将在14天或更短时间内交付。尽管特别定制的配置仍需等待4至16周的时间，但如果您正在考虑购买Rivian车型，这个消息可能值得再一次关注。
Ray for Tesla shared this interview clip of the VP of Baidu saying that LiDAR is likely going to be removed in the future from GDU, a smart vehicle jointly developed by Baidu and GDU. The reason cited, cost and maintenance. Speaking of the vision only approach for autonomy he said it needs a massive amount of data for training and that Baidu is a leader in addition to Tesla and Mobile.
Ray for Tesla分享了百度副总裁的访谈片段，称激光雷达很可能会在由百度和GDU共同开发的智能汽车中被移除。原因是成本和维护。谈到自主驾驶的纯视觉方法时，他表示需要大量的训练数据，百度、特斯拉和移动互联网都是领导者。
In case you're into Legos there is an idea being proposed that right now has about 7.2000 supporters and about 2 years left I believe the number is 10,000 to reach for this to eventually possibly become a reality. This will be linked below.
如果你喜欢玩乐高积木，现在有一个想法正在提出，目前有大约7,200名支持者，我相信还有大约2年的时间需要达到10,000名支持者，才可能最终成为现实。以下是相关链接。
When it comes to Chuck Cook highlighting a problem and regression with 11.4.1 specifically on narrow roads I just wanted to point out this type of thing is to be expected to some degree. Typically it's a 3 steps forward to steps back type of deal with these updates. Or 3-1 whatever you want to say but Chuck said that the Tesla team is aware so I'm sure they'll work on it.
当谈到Chuck Cook强调在狭窄道路上出现11.4.1版本的问题和退化时，我只是想指出在更新中出现这种情况是可以预料的，虽然可能有点三步走一步回的感觉。但通常这些更新都会有所进步，Chuck说特斯拉团队已经注意到了，所以我相信他们会解决这个问题。
The website supercharge.info continues to make a bunch of updates to their website and for those of you new and not familiar I'll have this link below if you want to check it out. Plenty of good, sortable information on different superchargers in different locations.
超级充电站信息网站supercharge.info一直在对他们的网站进行更新。如果你是新来的，不太熟悉，下面有一个链接，你可以进去看看。这个网站提供了丰富的、可排序的超级充电站在不同地点的信息。
It sounds like a new email made its way to the information and they're saying that Elon said a Tesla can't make new hires unless he personally approves them including contractors. He told executive to send him a list of hiring requests on a weekly basis while cautioning them to think carefully before submitting.
这听起来像是新电子邮件已经在信息中传播开了，他们称埃隆说，特斯拉不能聘请新员工，除非他亲自批准，包括承包商。他告诫高管在提交前仔细考虑，并要求他们每周向他发送一份招聘要求清单。
So to everybody that says Elon's basically on his way out of Tesla I would say not so fast.
因此，对于那些认为埃隆基本上正在逐渐退出特斯拉的人，我会说不要这么快下结论。此话意为：Elon不会轻易离开特斯拉。
Don't forget no video from me tomorrow on Tuesday you can find me on Twitter at DylanLumus22.
```不要忘记明天周二我不会发布视频，你可以在Twitter上找到我，用户名为DylanLumus22。```
这句话是说作者的粉丝别期待他的视频发布了，但是大家可以在周二通过作者的Twitter账号找到他。
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.
希望你们有美好的一天。如果你们喜欢这个视频，请点赞，并非常感谢我的所有赞助者。