Tesla Shareholder Meeting, Advertising, Musk Interview, India Factory, Reliability
发布时间 2023-05-18 05:00:32 来源
摘要
➤ Tesla shareholder meeting reaction
➤ Musk says Tesla will try advertising
➤ Previous episode on advertising: https://youtu.be/fQNEf4qzNUw?t=156
➤ Tesla bot update
➤ CNBC’s David Faber interviews Musk
➤ Cybertruck towing
➤ Reuters reports Tesla has proposed factory in India
➤ Tesla receives strong reliability score
➤ IDRA receives Giga Press order from legacy OEM
➤ Correction on California market share
0:00 Intro / TSLA
0:38 Shareholder meeting
2:38 Advertising
7:17 Tesla Bot
8:34 CNBC interview
13:39 Cybertruck towing
13:57 India factory proposal
14:56 Tesla reliability
16:39 Giga Press update
17:16 California correction
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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
Disclosure: Rob Maurer is long TSLA stock & derivatives
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中英文字稿 
Hey everybody Rob now we're here and today we're going to be talking about Tesla shareholder meeting yesterday. We'll go through some of the major topics that came up, obviously advertising being one of those. Also talk about Elon Musk's interview with David Faber and a few other items, including some news on a report rather on Tesla possibly proposing a factory in India.
大家好，我是Rob。今天我们要谈论的是特斯拉股东会议，这个会议是昨天举行的。我们将会讨论其中的主要议题，其中包括广告等等。同时也会谈一谈埃隆·马斯克在David Faber的采访中的话题，以及一些其他相关信息，包括有关特斯拉可能在印度建厂的新闻报道。
All right, so looking at the stock, nice reaction today after the shareholder meeting up 4.4% to close at $173.86, while the NASDAQ was up 1.3%. So giving a nice boost to the overall markets today, or rather the overall markets giving a nice boost to Tesla probably today as well, following the shareholder meeting.
好的，看一下股票，今天股东会议后的反应很好，上涨了4.4%收于173.86美元，而纳斯达克上涨了1.3%。因此，今天给整个市场带来了很好的推动，或者更准确地说，整个市场今天很可能也给了特斯拉很好的推动，紧随股东会议之后。
So getting into kind of what we heard, hopefully everyone went into this with relatively low expectations, right? We have just had investor day less than two months ago or around two months ago. We had our Q1 earnings call, you know, a handful of weeks ago. So hopefully going into this, no one should have been expecting anything groundbreaking or anything too new. Other than there was a little bit of that rumor that maybe Elon was going to step down and CEO, which he rejected, obviously, and is going to be continuing and had a lot of good things to say about his involvement of Tesla and just kind of freeing up time from Twitter.
希望大家对于这次发布会都不会有太高期望，对吧？不到两个月前我们刚刚进行了投资者日，几周前我们也发布了Q1季度收益报告。因此，大家不应该对这次发布会有太过于激动人心或者新鲜的期待。当然，除了那些关于伊隆可能会卸任首席执行官的谣言，他显然否认了这个消息，并表示将继续担任该职位，并且还谈到了自己对特斯拉的投入以及将更多时间放在工作上而非Twitter上的想法。
So I think in general, I mean, I've paused the video here at a very specific point because this was kind of the vibe I got overall from the meeting, right? Like Elon was in really good spirits. I think he was was very calm and relaxed, also very positive and optimistic, despite feeling like this is a very difficult time for the macro environment and for Tesla to work through some of the challenges that that presents. Still very confident in the long term vision.
我认为总的来说，我是说，我在这里特定的点暂停了视频，因为这是我从会议中总体获得的感觉，对吧？像埃隆非常高兴。我认为他非常冷静放松，也非常积极乐观，尽管感觉到这对大环境和特斯拉解决其中的挑战来说是非常困难的时期。但仍然对长期愿景非常有信心。
And I think feeling like Tesla is in a really good spot and probably feeling a little bit of weight off, a little bit of relief off now that Twitter also seems to be in a much better spot as well. So I think really good to see that and just, you know, for Elon to express that confidence and just in general, I think there were a lot of, you know, positive vibes from the shareholder meeting, which, you know, one of the bigger takeaways since we didn't necessarily have all that much in terms of really new things.
我认为特斯拉现在处于一个非常好的位置，而且也感到轻松了一些，因为Twitter似乎也处于一个更好的位置。所以我认为看到这一点真的很好，而且对于埃隆表达信心，总体上我认为股东会议传递出了很多正能量，这是最大的收获之一，因为我们没有真正的新事物。
Obviously they talked a little bit about the next gen vehicle teasing that talking about maybe five million or so in terms of volume. Hopefully numbers like that aren't too surprising given Tesla's plans to eventually go to 20 million a year. So for them to kind of go from where they're at with Model 3 and Model Y now up to sort of that next level, I think completely makes sense. So good to see that the little teaser image that they showed, you know, looks a little bit like a Model 3 outline. Some people are thinking it might even be a Model 3 outline. So not really anything groundbreaking for us to see with that teaser image, but hopefully Tesla have more to share on that in the coming months and years.
显然，他们谈到了下一代车辆，暗示可能会增加到500万左右的产量。考虑到特斯拉计划最终达到每年2000万辆的规模，希望这样的数字并不太让人惊讶。因此，对他们从现在的Model 3和Model Y到达下一个水平，我认为这是完全合理的。很高兴看到他们展示的小气质图看起来有点像Model 3的轮廓。一些人认为它甚至可能是Model 3的轮廓。所以对于我们来说，这个小的预告图并没有什么新东西，但希望特斯拉在未来的几个月和几年里有更多的信息分享。
So outside of that, I mean, there was a couple things on Optimus, we'll talk about, but I think probably the overwhelming thing from the shareholder meeting was really the comments on advertising, right? Kevin got up there asking about, you know, a lot of people just aren't informed on Tesla and just advertising a possible way to help people get a little bit more informed.
除此之外，我指的是，在Optimus上有一些问题需要讨论，但我觉得股东会议上的最重要的事情可能是关于广告的评论，对吧？ 凯文站起身来问道，很多人对特斯拉的了解不够，通过广告可能是帮助人们更加了解的可能的途径。
I think he presented the question really well and in a way that Elon was kind of receptive to and, you know, responded, oh, yeah, like everyone does know some of these great things about the company, which I think has been, you know, that kind of the argument for a long time is really just help inform people and there are probably good ways that Tesla can go about doing that.
我认为他提出的问题非常好，以一种埃隆能够接受的方式，他对此作出了回应，表现得好像每个人都知道一些关于公司的伟大事情一样，我认为这已经是长期以来的争论，目的是帮助人们了解信息，而且特斯拉可能会有好的方法来做到这一点。
So not to sound like I'm just jumping on the bandwagon here, I do have to give some of my history here. This is back in, you know, 2021. I think it's worth testing out at least here back in April this year, Tesla should be advertising in Oregon because there were even incentives at that point that were really strong. So this is something I've been kind of wanting Tesla to try out at least and learn about, right?
为了不让自己像是跟风的人，我必须先讲一下我的历史。这件事情发生在2021年。我认为在今年四月份起，特斯拉应该在俄勒冈进行广告宣传，因为那时候有很强的激励措施。所以我一直想让特斯拉尝试一下，并学习一些相关知识。
It's a tool on the toolbox and it feels a little bit silly to not at least evaluate that what that tool can do for the company. So my thoughts have really not changed too much since then. I didn't episode back in, again, 2021, just kind of walking through my thoughts and I'll post the link on that down in the description. I was doing a little bit more of an updated episode on that. It looks like I can spare some of those comments now with these, you know, with this update from Elon.
这是工具箱中的一个工具，不去评估这个工具对公司能产生的作用有些愚蠢。所以我的想法自那时以来没有太大改变。我在2021年回顾了一下我的想法，并会在描述中发布链接。最近随着埃隆的最新消息，我的一些评论似乎可以免去了。
But in general, you know, I'm happy to see their receptivity of, you know, the question that Kevin asked you, I'm glad that Tesla is going to try this out. The way that I think about it is sort of twofold.
总的来说，我很高兴看到他们对于Kevin所提出的问题的接受度，我很高兴Tesla将尝试这个。我的想法可以分为两个方面。
I think part of how Elon has presented it in the past is saying that every dollar that Tesla has should go to making the product better and advertising doesn't necessarily do that. And if they can not have a budget for advertising, that allows them to save a lot of money that they can then use to bring the price of vehicles down.
我认为埃隆在过去的演讲中强调了一点，就是特斯拉每一块钱都应该用来提升产品的质量，而广告并不一定能够做到这个目的。如果他们不用花费预算在广告上，就可以省下很多钱，用来降低车辆的售价了。
And I think that is an extremely valid way to look at it, but when you kind of separate out how Tesla brings cost of vehicles down from advertising as a component of the cost, I think it gets a little bit more complicated because if you don't advertise in perpetuity, if you're not just advertising constantly forever, then there's nothing fundamentally tying the cost of advertising to the cost of the vehicle and therefore the price of the vehicle.
我认为这是一个非常有价值的看法，但是当你从特斯拉降低车辆成本的角度把广告作为成本组成部分分离出来时，就会变得更加复杂。如果你不是永久进行广告宣传，如果你不是不断地进行广告宣传，那么基本上就没有什么将广告成本与车辆成本以及车辆价格联系在一起的因素了。
So if you separate those and you view advertising as something that you maybe do on occasion or something that the budget changes for over time, then it really doesn't have anything to do with the cost of the vehicle and it doesn't have anything to do with affordability. And you can then use advertising as a lever for profitability, which is something that has been a little bit of a pressure point for Tesla during this period.
因此，如果你将广告与汽车成本分开看，并将广告视为偶尔进行的活动或随时间预算变化的事情，那么它就与汽车成本无关，也与负担能力无关。然后，你可以将广告作为盈利的杠杆，这是特斯拉在这段时间内的一个压力点。
So when there are periods like that, where let's say the macro environment is more challenging, interest rates are going up. Maybe it's a good tool to utilize during a period of time like that to be supportive of profitability, again, not potentially forever, but during that period where it is a little bit more difficult for Tesla to hit, maybe the margins that they want to be operating at, which generally seems to be more in the mid 20% range, which we're falling a little bit short of right now.
当宏观环境更具挑战性、利率上升之类的时候，这种时期也许能够成为一个有益的工具，用来支持盈利能力。虽然这种方式可能不会一直持续，但在这个时期，特斯拉很难达到他们想要的利润率（通常在20%左右），我们可以利用这种方式来缓解一下。目前我们离这个目标还有一段距离。
So it's kind of like peaks and valleys in demand. We talk about that like demand pockets, demand peaks and how that can vary over time, how that can vary over regions, advertising I think can just be a tool where when you're in those pockets, you can utilize that tool to help make those pockets a little bit less deep and hopefully improve profitability again during those periods of time.
这就像需求的山峰和低谷一样。我们谈论的是需求的口袋、需求的峰值，以及随时间和地区的变化。我认为广告可以是一个工具，在这些需求高峰时，你可以利用这个工具来帮助减少那些低谷，并在这些时间段再次提高盈利能力。
So that's kind of how I view it. And I'm glad to see Tesla, you know, being willing to test it out, I think they're going to find ways to make this successful.
这就是我对此的看法。我很高兴看到特斯拉愿意尝试，我认为他们会找到使这个项目成功的方法。
Again, this isn't a company that's been around forever that's, you know, running the same ads that they've been running for the last two decades. And Tesla should be able to find really high ROI advertising avenues right now because again, it is new for them. They're in the earliest stage picking the lowest hanging fruit and using that to be able to inform people about a lot of awesome things that the company does that the products are able to do that other products can't.
再次强调，特斯拉不是一个长期存在、一直使用过去二十年同样广告的公司。现在，特斯拉应该能够找到真正高效回报广告的途径，因为它对他们来说是新的。他们正处于最早阶段，采摘最容易得到的果实，并利用这些果实让人们了解公司和产品的许多令人惊叹的功能，这是其他产品无法做到的。
And that's a great position to be in when you're trying to advertise because you actually have something that's interesting that's informative that's educational to tell people about that maybe they'll be excited to learn. So I think it's exciting to see Tesla go down this path and I'm glad to see the willingness to try it out and just see what happens because Tesla is a very data driven company and they've got its own data but they're missing a little bit here because they haven't tried it.
当你尝试广告时，拥有这样的立场是非常棒的，因为你实际上有一些有趣、信息丰富和富有教育意义的东西要告诉人们，也许他们会很兴奋地学习。因此，我认为看到特斯拉走上这条路线是令人兴奋的，很高兴看到他们愿意尝试并看看会发生什么，因为特斯拉是一家非常以数据为驱动的公司，他们有自己的数据，但这里缺少一点，因为他们没有尝试过此类广告。
So with that it should help at least understand if it's the right move or not. Glad to see that. Again, I'll post my prior thoughts on that in the description today.
因此，这将帮助我们理解是否做正确的决定。很高兴看到这一点。再次强调，我将在今天的描述中发布我之前的想法。
But kind of the other thing, it was really exciting to see an update on Optimus. Obviously Tesla did that little one minute, one to two minute video, demonstrated the progress for Optimus and I think it's really exciting to see how that progress seems to be happening very quickly.
但从另一个角度来看，看到Optimus的更新进展真的很令人兴奋。显然，特斯拉发布了一到两分钟的小视频，展示了Optimus的进展，我认为看到这种进步迅速地发生真的很令人兴奋。
So a lot of the demonstrations focusing on what the bot's able to do now from a sort of dexterity perspective with the hands. They showed a number of things with interacting with eggs. Maybe just one but they're kind of always in the background and all these scenes you can kind of see it there. So just kind of showing how quickly they're progressing from really the Tesla bot sort of walking on stage at AIDA2 that's too long ago.
因此，很多展示都聚焦于机器人现在能够从手的灵巧性角度做些什么。他们展示了与鸡蛋互动的一些事情。也许只有一个，但它们通常都存在于背景中，所有这些场景中你都可以看到它们。因此，展示了他们从特斯拉机器人在两年前的AIDA2走上舞台以来，进展得有多快。
Aside from kind of the advertising thing, I think Optimus was actually one of the bigger parts of the annual meeting and just kind of seeing the update on that. Anyone did say maybe they'll they've tossed around the idea of maybe doing like an update Optimus podcast.
除了广告这件事，我认为Optimus实际上是年会的重头戏之一，因为我们可以看到更新的情况。有些人说他们或许会考虑做一个更新的Optimus播客。
He said maybe after the earnings calls they can just spend 30 minutes or something like that just giving kind of an update on how that project is going. And obviously Elon continues to believe that, you know, not that that's the entire future of Tesla as a company, but it's going to be potentially the most dominant aspect of the company some day. So exciting to see that progress.
他说，也许在收益电话后，他们可以花30分钟左右，简单地更新一下这个项目的进展情况。显然，埃隆仍然相信，这不是特斯拉公司的全部未来，但它有可能成为公司最为占主导地位的方面。因此，看到这个项目的进展感到非常兴奋。
And then after the shareholder meeting, Elon did have an interview with David Faber, CNBC.
在股东会后，埃隆接受了CNBC的戴维·费伯的采访。
So this was an interesting interview. I had to laugh here at how Verge described it. They said it was a very weird interview.
这是一次有趣的访谈。Verge形容它是一次非常奇怪的访谈，这让我笑了。
And I don't really agree with that. I think it was a very good interview. I think David Faber did a great job.
我并不完全同意那种看法。我认为这场访谈非常好。我认为David Faber做得非常出色。
They covered a lot of different topics from Tesla to Twitter to AI and, you know, interesting questions.
他们讨论了很多不同的议题，从特斯拉到推特，再到人工智能等等。可以说是非常有趣的讨论话题。
Some of them a little bit higher level like things that Tesla people that fall closely are going to know.
其中有些稍微高一些的东西，像一些特斯拉粉丝会密切关注的事情。
But they did get into some interesting points of discussion.
但是他们确实进入了一些有趣的讨论点。意思是他们讨论的话题很有意思。
Obviously, you know, just kind of rounding out the advertising conversation, Elon did say, you know, the goal there would be for the advertisements to be informative, to be entertaining.
显然，你们知道，为了完善广告谈话，埃隆曾经说过，广告的目标是要具有信息性和娱乐性。
So I think, you know, good to see his perspective on that. It's kind of remained consistent.
所以我认为，你知道的，在这个问题上能看到他的观点是很好的。他一直保持了一致性。
On Tesla, he did talk about China a little bit. They kind of broached the topic.
关于特斯拉，他确实谈到了中国。他们有点谈到了这个话题。
And he you on did mention that there are some constraints on our ability to expand in China.
他提到过在中国扩展的能力存在一些限制。
Said we're making as many cars as we can. It's not a demand issue. But just mentioning that those constraints and it was kind of in the context of just, you know, geopolitical potential tensions sort of mixed in with, okay, what's demand like there?
他说我们正在尽可能生产尽可能多的汽车。这不是一个需求问题。他只是提及了这些限制，并且与潜在的地缘政治紧张局势相混合，来讨论需求状况。
Are you worried about competition? So I don't really know exactly what Elon is sort of referring to there when he's talking about constraints, but it was interesting to see him kind of bring that up with, you know, a little bit of prompting, but not too much prompting from David Faper.
你担心竞争吗？所以我并不确定伊隆在谈论约束时到底在指什么，但有趣的是，他在与大卫·法珀的对话中，虽然没有太多提示，却提到了这个话题。
So I don't know what, again, I don't know what those constraints are, but it is something definitely worth keeping an eye on and maybe considering in terms of how we think about Tesla's growth and where that might come from.
所以我不知道什么是限制，但这绝对值得关注，或许考虑一下如何思考特斯拉的增长以及可能来自哪里。
In terms of just, you know, the situation right now with, with balance of time and allocation of time with Twitter and things like that, Elon did say that, you know, with Linda being appointed as CEO of Twitter, he's going to be able to devote a lot more time to Tesla, especially on AI development and new product development.
就目前来看，关于时间的平衡和分配，包括Twitter等社交媒体的使用情况，埃隆表示，由于琳达被任命为Twitter的CEO，他将有更多的时间投入到特斯拉的工作中，尤其是人工智能开发和新产品的开发。
So I think, you know, good to hear that should be reassuring for people. Obviously, it's been a painful period here, both with the stock and just for Elon with having to get Twitter sort of, you know, self sufficient to an extent.
所以我认为，你知道，在这方面听到好的消息应该可以让人们放心。显然，这段时间对于股票和埃隆来说都是痛苦的，他不得不让Twitter自给自足一定程度上。
And I think now it seems that way. And again, going back to just Elon's demeanor, it kind of feels like he's feeling that way, which I think is great to see.
我认为现在看来是这样的。再次回到埃隆的态度，他似乎感觉到了这一点，我认为这是很好的表现。
And then on kind of like the AI front, you know, Elon did say he thinks Tesla is going to have a chat GPT moment with FSD here not too far away.
然后关于人工智能方面，你知道，埃隆说他认为特斯拉将在不久的将来在 FSD 上拥有一个聊天 GPT 时刻。
Obviously, thinks that's going to happen this year, but with his normal caveats of he's been wrong on that before.
显然，他认为这件事会在今年发生，但他通常会提出他以前的错误判断。
So I think that's a great way to describe it and I hope that that's sort of how it plays out where, you know, at some point, the progress happens.
所以我认为这是一个很好的描述方式，我希望它会实现，你知道，在某个时候，进步会发生。
There's enough progress that happens where there's just a little bit of an inflection point at all of a sudden.
在某个位置有一个微弱的转折点，就会发生足够的进步。
It's like, wow, there's so much value here that people didn't really realize. And something happens that really opens up eyes to that.
这就像是，“哇，这里有那么多价值，人们之前并没有意识到。” 然后某个事情发生了，让人们真正意识到了这一点。
I think that's kind of what you would describe as a chat GPT moment, which obviously we have seen, you know, this year.
我认为这就是你所描述的Chat GPT时刻，当然，我们今年已经见过了。
意思是：我认为这类似于一个 Chat GPT 时刻，我们今年已经经历过了。
So hopefully we're not too far off from that for Tesla.
希望特斯拉不会与这个目标相差太远。意思是希望特斯拉不太远就能达到那个目标。
The other thing that really got a lot of attention from the interview was Elon basically saying, I'll go to the verge thing because it's got the quote here, but Elon basically, or David Faber asked Elon about his just positions that he takes on Twitter and how that could potentially be damaging to Tesla, could be damaging to Twitter and their ability to, you know, sell their products essentially.
在采访中，引起了很多关注的另一件事是，埃隆基本上说，我会去The Verge的原因是它在这里引用了这句话，但实际上David Faber问埃隆有关他在Twitter上所采取的立场，以及这可能会对特斯拉造成损害，对Twitter和他们销售其产品的能力可能也会造成损害。
So Elon kind of paused and thought about that for a second and quoted Princess Brighter. You know, he says, you can offer me money, you can offer me power. I don't care.
埃隆有些停顿，思考了一下这件事情，然后引用了公主布莱特的名言。他说，你知道，你可以给我钱，或是权力，但我并不在乎。
If I'll that up by saying, I'll say what I want to say. And if the consequences are losing money, so be it.
如果我因为这样说而把事情搞砸了，那么我就说出我想说的话。如果结果是失去金钱，那就这样吧。
So you can take that as Elon saying, hey, I'm going to be a wild card. I just don't really care what the repercussions of that are.
因此，你可以认为这是埃隆在说，“嘿，我会是一个不按牌理出牌的人。我并不在乎这可能带来的后果。”
Or I think a more favorable interpretation. And probably, although I do think that's true to a small extent, I think a more favorable interpretation would be that, you know, Elon isn't going to sacrifice what he believes in and the things he believes for the sake of money or power or something like that.
我觉得更好的解释是，尽管我认为这在一定程度上是正确的，但更好的解释可能是，埃隆不会为了钱或权力等事情而牺牲自己的信念和信仰。
So I think that's really more what Elon is getting at. I don't think it's some, you know, probably not being interpreted that way broadly.
所以我认为这才是埃隆想要表达的要点。我觉得这可能不会被广泛地解释成其他意思。
But we've seen this in Elon's history, you know, it's that this is not new.
但我们在埃隆的历史中已经看到了这一点，你知道吗，这不是新鲜事。
意思是：这种情况在埃隆的历史中已经出现过，所以并不是新鲜事。
How many times over the years, as he said, the stock price is too high.
多少年来，他说了多少次股票价格太高了。
It's, you know, being applied in different ways now. But Elon is always has always and will always continue to say what he believes in.
这个词现在被用在不同的方式上。但是埃隆一直都会说出自己的信仰，而且他将继续这么做。
And I don't think it's, it's not something that Elon views is like, I don't care what happens from it. It's just something that he believes is the right way to do things. And in the long, long term, doing things the right way, even if there is some pain in the short term, will ultimately be a more successful path. So I think it's, you know, a little bit more complicated than you're saying, oh, like, I don't care about any of that stuff. I think it's more of like Elon feels that that is sort of the right path. But obviously, those are just my thoughts on how Elon responded to that question, which again, just got a lot of attention following that interview.
我不认为这是埃隆的想法，就是说他不在乎它会带来什么后果。他认为这是正确的事情。从长远来看，正确的做法即使短期内有一些痛苦，最终也会是一条更成功的道路。所以我认为这比你说的更为复杂，不仅仅是像“我不关心这些”。我认为埃隆认为这是正确的道路。当然，这些只是我对埃隆对这个问题的回答的想法，这个问题在那次采访后引起了很多关注。
The other thing from the shareholder meeting, the cyber truck was out there. I don't know if this came from the shareholder meeting, but probably did just based on the timing. So on the cyber truck owners club forum, a look at the tow hitch for the cyber truck truck. So just wanted to kind of throw that on screen in case people hadn't come across that and were curious what it looks like.
股东会上还有另一件事情，就是Cyber Truck(Cyber卡车)。我不知道这是不是来自股东会，但根据时间来看很可能是。在Cyber Truck车主俱乐部论坛上，有一张Cyber卡车的牵引钩照片。所以我想把它分享在屏幕上，以防有些人不熟悉并好奇它是什么样子。
All right, moving on, we do have an update from Reuters or a report on a rumor from Reuters. They say that Tesla is in talks with India on a possible factory. They say that Tesla's proposed setting up a factory in India for both domestic sale and export. Apparently, they told government officials this according to a source with direct knowledge of the matter. They told government officials that they had proposed it. It seems a little bit weird. I don't know exactly how Reuters is reporting this, but they did say that this proposal came without specifying a location or a really investment amount. So perhaps a very early stage proposal, which proposal can be contingent on a lot of different things.
好的，我们继续，有来自路透社的消息或传言报告，说特斯拉正在与印度谈判建立一家工厂。他们称特斯拉计划在印度建立一家工厂，用于国内销售和出口。根据一位知情人士透露，他们已经向政府官员提出了这个建议。不过，这个提议似乎有点奇怪。我不知道路透社是如何报道这个消息的，但他们确实表示这个提议并没有指定具体的地点或投资额。所以，这可能是一个非常早期的提议，可能会受到许多不同因素的影响。
So it doesn't necessarily mean that Tesla wants to sort of immediately move forward with something like that. Could be part of negotiations for other things as well. But it is interesting to see that it could be a possibility, certainly at some point. So I'm sure we'll hear more about that as we have for many years on Tesla and India.
这并不一定意味着特斯拉立即想要推进这样的事情。它也可能是其他事情谈判中的一部分。但有趣的是它确实可能是一个可能性，肯定会在某些时候听到更多关于特斯拉和印度的消息，就如我们多年来一直听到的一样。
And then we've got an interesting update from Tesla Europe on Twitter. They show that there's been an ADAC testing or reliability testing study that has been published. That now includes electric vehicles for, I think, the first time. One of the problems with reliability studies is that electric vehicles as newer vehicles, just hasn't been in some of them out there for a long time. It's more difficult to evaluate their reliability.
然后，特斯拉欧洲在Twitter上发布了一个有趣的更新。他们展示了一项ADAC测试或可靠性测试研究，该研究现在首次包括了电动车。可靠性研究的一个问题是，由于电动车作为新车型，许多车辆还没有长时间使用，使得评估它们的可靠性更加困难。
This organization does very extensive research on reliability. They say for the first time in the 45 year history of the ADAC breakdown statistics, electric cars are now included. And Tesla, the Model 3 has scored really well on reliability for the first couple of model years here. So you can see all these different vehicles looking at Model years 2020 and 2019. This is far back as they go for the history for Tesla. But the score here, 1.1, 0.9, falls into the very low category in terms of basically reliability type of issues. You can see how that compares with folks wagon kind of along the bottom a couple of models there. And then if we scroll up, some of the other cars falling in that bucket are armor CDs, BMW, doing pretty well Audi, doing pretty well on those reliability scores in those early years.
这个组织非常广泛地研究可靠性。据说在ADAC故障统计的45年历史中，电动汽车首次被纳入。而特斯拉Model 3在这里的最初几个型号年份中的可靠性表现非常好。因此，您可以查看所有这些不同的车辆，包括2020年和2019年型号。这是特斯拉历史上所能回溯的最远一段时间。但是这里的得分1.1，0.9，属于基本上可靠性问题非常低的范畴。您可以看到它与大众汽车的比较，有几个车型属于那个桶的，然后如果我们向上滚动，那些其他车辆在那些早期年份的可靠性得分中也落入了那个范畴（即表现出较高的可靠性），比如奥迪，宝马和阿尔法CD。
Really good to have some really extensive third party validation of the Model 3's reliability in Europe. I think that's something that gets questions on a lot. And again, there's not necessarily all that much data. We've talked about this with consumer reports going back many years now, but good to have a little bit of another voice kind of joining that and talking about reliability from the data that they're seeing. So good to see that. Got to Tesla for the high scores on that.
很高兴看到欧洲对Model 3可靠性进行了广泛的第三方认证。我认为这是一个经常受到质疑的问题。虽然数据并不一定很多，但我们已经和消费者报道（Consumer Reports）多年讨论过这个问题，但很高兴看到另一位谈论他们所看到的数据可靠性的声音。因此看到特斯拉得到了高分非常好。
And then the last couple of things here, Eidra has posted an update on LinkedIn that says that another automaker has acquired a gigapress, a legacy global US OEM. So they say this is a first for them. Who that would be? I think your choices would be Ford's Delanters and Ford or Ford's Delanters and GM. But we might as well list Ford, I guess, twice because that's probably who it would be just based on how they seem to be pursuing electric vehicles a little bit more aggressively and a little bit more thoughtfully than maybe what we're seeing from Stellantis and from GM. So that would be my guess, but who knows. But nevertheless, interesting to see that update from Eidra.
然后这里有最后几件事情，Eidra在LinkedIn上发布了一条更新，称另一家汽车制造商已经收购了一个超级压力机，这是一家全球遗留的美国车企。所以他们说这对他们来说是第一次。那这会是谁呢？我想你的选择可能是福特的Delanters和福特或福特的Delanters和通用汽车。但我们可能会把福特列两次，因为他们似乎比Stellantis和通用汽车更积极和更有思考地推进电动汽车。所以这就是我的猜测，但谁知道呢。不过，从Eidra那里看到这个更新还是很有趣的。
And then the last thing, just a quick correction, as I mentioned, I wanted to correct on this in case I messed something up because I hadn't had time to fully review it. Turns out I did mess something up.
然后最后一件事，只需快速更正，正如我之前提到的，我想纠正这个错误，以防我因为时间不足而弄错了什么。结果证明我确实犯了错误。
When we talked about the California market share statistics, I thought that maybe this lower bar was last year numbers should have scrolled down. It's US. So this is US market share versus California market share.
当我们讨论加州市场份额统计数据时，我认为这个较低的柱状图可能是去年的数字，应该向下滚动。这是美国市场份额与加州市场份额之间的比较。
So again, I'll need a little bit more time to go back and compare how this is coming in quarter to quarter and you're in stuff like that, but I just wanted to make that correction, which I did put in the pinned comment, which I tried to do if I make errors, but I just wanted to pass that along as well.
所以，我需要更多时间去回顾这个季度与上个季度的对比以及其他相关事项，但我想纠正一下之前的错误，并在置顶评论中进行了说明，如果我犯错误，我会尽力进行修改，我只是想在这里再次提醒大家。
All right, that will wrap it up for today. So as always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on Twitter at Tesla Podcast. And hopefully we'll see you tomorrow.
好了，今天的节目就到这里。感谢大家一如既往的收听。请确保已订阅并开启了通知。你也可以在 Twitter 上找到我，我的账号是 Tesla Podcast。希望明天能再见到你。
I am still digging out of a hole here a little bit, but hopefully we'll see you tomorrow for the, I believe. Let's make sure I don't get my date wrong here Thursday, May 18th episode of Tesla Daily.
我还在努力爬出一个小坑，但希望我们明天会看到你，我相信是Tesla Daily的5月18日星期四的一集。让我们确保我没有弄错日期。
Thank you.
谢谢您。这句话用来表达感谢之意。