Real World: Tesla vs. Waymo / Ford Customers Not Happy / Best Argument for Tesla Advertising ⚡️
发布时间 2023-05-19 05:15:41 来源
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Callas EV: https://www.youtube.com/watch?v=Hv9HtWUf27s&ab_channel=CallasEV
ACEA data: https://www.acea.auto/pc-registrations/new-car-registrations-17-2-in-april-battery-electric-11-8-market-share/
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00:00 - Cybertruck Crash Test
00:20 - Tesla vs. Waymo
2:27 - Troy FSD Poll
2:55 - Cybertruck Options
3:36 - Model 3 LR RWD Germany
3:49 - ACEA Sales Data YTD
5:14 - My Workout Last Night (AG1)
6:55 - Tesla Taiwan
7:29 - The Epstein Situation
8:11 - Optimus
8:24 - Elon Laughs at Competition
9:11 - Tesla India Incentives
10:03 - Best Argument for Advertising
11:46 - Geely and Aston Martin
12:18 - US Canada EV Corridor
12:57 - Ford Upsets Customers
13:58 - Investing in AI
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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.
#TeslavsWaymo #TeslaNews #Ford
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host, Dylan Lumis. Yes, if you couldn't already tell, that video was special effects, not real.
欢迎来到电气化，我是你的主持人Dylan Lumis。是的，如果你还没有发现，那个视频是特效，不是真实的。
Here we have an awesome video from Kais EV on Wamelverse Tesla. The Wamel has an expanded area in Arizona now, but freeways are still not available. This trip goes from the Phoenix Art Museum to the Chandler Museum, which is a 21.2 mile trip. Tesla takes highways one available, and Wamel still doesn't do highways. SSD of course does not have any boundaries, so it can go outside of the pre-fenced or mapped area where Wamel can only operate. And for Tesla, it was on FSD version 11.3.6.
这里有一段由Kais EV创作的Wamelverse Tesla视频。现在Wamel在亚利桑那州的面积扩大了，但高速公路还未开放。这次旅行从凤凰市艺术博物馆到钱德勒博物馆，全程21.2英里。Tesla选择了可用的高速公路，而Wamel仍无法进入高速公路。当然，SSD没有任何边界，因此可以超出Wamel仅能运行的预围栏或已映射区域。而且对于Tesla而言，它使用的是FSD 11.3.6版本。
The Tesla did actually go 55 miles an hour for a big stretch on the highway, 55 was the posted limit, and it was consistently being passed, so the Tesla time could have been even better. And yes, there were zero interventions for Tesla in this trip. Wamel did also go through a parking lot at one point, Wamel was halfway done with the trip when the Tesla actually arrived.
特斯拉确实在高速公路上有一段时间以55英里每小时的速度行驶，这也是规定的限速，而且特斯拉一直在被其他车超过，所以特斯拉的时间甚至可能会更快。此外，在这次旅行中，特斯拉没有发生任何干预行驶的情况。Wamel在旅途中曾穿过一个停车场，而在他完成一半旅程时，特斯拉才到达。
The total trip took Tesla 26 minutes and 27 seconds, and it took Wamel 54 minutes and 42 seconds. The Wamel ride cost $43.45. So if Tesla were to do this 50-50 split, that Elon just mentioned when it comes to autonomous revenue, let's do some math. Tesla's SSD has driven over 200 million miles since inception. That works out to about 9.4 million of this trip we're watching now. By that, by the $43.50 for each trip, that would be $410.3 million in revenue. Then if Tesla gets half, that would be about $205 million.
这次旅程总共花费特斯拉26分27秒，而Wamel花了54分42秒。 Wamel乘车费用为43.45美元。因此，如果特斯拉按照埃隆刚才提到的自动驾驶收入进行50-50分成，我们进行一些数学计算。特斯拉自成立以来已行驶了超过2亿英里。这相当于我们现在正在观看的9.4百万次旅行。按照每次旅行43.50美元计算，收入将达到4.1亿美元。然后，如果特斯拉获得一半，那将达到约2.05亿美元。
And yes, this extrapolation falls apart considering things like Tesla rides being much cheaper without things like LiDAR, HD maps that need constant updates, the radars, etc. that Wamel still uses. And I believe Wamel also uses remote operators to correct routes when needed. But still, a great overall video from KayaCV, and a cool comparison that in my opinion definitely highlights the many advantages Tesla has right now.
是的，这种推断并不成立，因为没有类似激光雷达、需要不断更新高清地图和用于校正路线的雷达等设备，特斯拉乘车会更便宜。我相信Wamel也使用远程操作员在必要时校正路线。但总的来说，这是一段很棒的视频，对特斯拉目前拥有的诸多优势进行了很酷的比较。
Troy is doing an interesting poll and so far it has over 11,000 votes, and keep in mind many of these will be Tesla fans to some degree. But 43% of those respondents are saying they expect Tesla to have driverless SSD meaning robotaxies no driver in 1-2 years. But overall we have almost 75% of respondents saying they expect this to happen in the next 1-4 years. So where would you fall on this poll?
特洛伊正在进行一项有趣的投票，目前已有超过11,000票参与，需要记住的是许多参与者在某种程度上都是特斯拉的粉丝。但是，43%的投票者表示他们预计特斯拉会在1-2年内拥有无人驾驶SSD，即没有驾驶员的机器人出租车。但总的来说，近75%的投票者表示他们预计这种情况将在未来1-4年内实现。那么您对这个投票结果怎么看呢？
On Twitter, Elon said, Cybertruck option packages and third party add-ons will be fire, which yes is exciting. But I think more importantly, the Cybertruck option packages that are coming from Tesla in-house, their design studio for Cybertruck accessories. This could help them boost the margins on Cybertruck, or narrowly that's where a lot of pick-up companies and other auto companies have actually made more margin. It's actually on the accessories, not the vehicle itself. Almost like traditional dealers making money on service, not the actual sale of the car. So in a scenario where it sounds like Tesla is struggling a bit to drive down the cost of the Cybertruck, this is definitely not something that should go overlooked.
在推特上，埃隆表示，Cybertruck选择套餐和第三方附件将会非常棒，这让人兴奋。但是我认为更重要的是，Cybertruck的选配套餐将来自于特斯拉的设计工作室，这些配件可以帮助他们提高Cybertruck的利润率，以及许多皮卡和其他汽车公司依靠配件提高利润率的情况类似。这就像传统经销商通过售后服务赚钱，而不是卖车本身。因此，在特斯拉努力降低Cybertruck成本的情况下，这绝对不应该被忽视。
We already talked about the Model 3 long range rear wheel drive showing up in inventory in some European countries. Just wanted to pass along that now Germany is now officially on that list if you're looking.
我们已经讨论过Model 3长续航后驱车型在一些欧洲国家的库存情况。只是想传达一下，如果你有需要的话，现在德国也正式加入到这个列表中了。
Here we get some official data from the ACEA and Tesla is now seemingly reporting to this agency. So if you look at these columns over here, this is year-to-date data for January through April. For the entire European Union. Growing down, finding Tesla we can see Tesla is up 112% for that time period January through April in 2023 compared to 2022. Taking its market share during that time last year, which was 1.3 up to 2.3%. The only other company on this entire list that grew at a higher percentage rate during January to April was Alfa Romeo and they of course were coming from a much lower base.
在这里，我们从ACEA获得了一些官方数据，而特斯拉现在似乎向该机构报告情况。因此，如果您看这里的这些列，这是截至4月份的年初数据，适用于整个欧盟地区。向下查找，找到特斯拉，我们可以看到特斯拉在这个时间段内的增长达到了112％，即2023年1月至4月与2022年相比。将其市场份额从去年这个时候的1.3增加到了2.3％。这个列表中唯一另一个在1月至4月间增长率更高的公司是阿尔法·罗密欧，当然，他们的基数要低得多。
The biggest loser in the EU so far this year is Honda down 39.5% and then the second biggest loser is Jaguar down 22.6%. But zooming out to look at overall market share by manufacturer so far this year, VW up at 26% still antists at 19.2% and Renault in third at 10.9%. And again, Tesla is still down at only 2.3% of the overall auto market in the EU so far for January to April this year.
到目前为止，年度最大输家是本田，下跌了39.5%，其次是捷豹，下跌了22.6%。但如果放眼整个制造商市场份额，截至今年1月至4月，大众市场份额较高，占26%，其次是福特，占19.2%，雷诺排名第三，占10.9%。不过，值得一提的是，特斯拉截至目前在欧盟汽车市场仅占总市场份额的2.3%。
So yeah, things are going very well. The growth rate is right where you'd want it to be but we're still in the very early innings. For the month of April, full BEVs made up 11.8% of the overall market.
嗯，情况非常不错。增长速度正好符合预期，但我们仍然处于非常早期的阶段。四月份，全电动汽车占总市场的11.8%。
Most of you guys know me as the Tesla or Electrified Guy. It's that way to some degree with family and friends but with them, I'm even more so the fitness and performance guy. You may not be able to tell as I've been pushed off track as of late but I'm hoping to be parasite free by this summer and then I should be feeling like my normal self.
大多数人都知道我是特斯拉或电动车的人。对我家人和朋友来说，我更关注健身和表现。最近我可能有些偏离了轨道，但我希望到今年夏天能消除寄生虫，然后应该会感觉正常了。
Training has always been something I've thoroughly enjoyed, a way to challenge myself mentally and physically and to get in the zone and push the boundaries of what I can do. Yes, always do what you can to get your nutrition from whole unprocessed foods sourced well to recover but I'm telling you having been around the fitness industry, even this sometimes is not enough.
训练一直是我非常喜欢的事情，是一种挑战自我，身心上都能够进入状态，推动自己突破极限的方法。当然，我们应该尽可能地从新鲜未经加工的食物中摄取营养，以便更好地恢复体能，但我告诉你，即使这样有时仍然不足够。我深入接触过健身行业，深知此情况。
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We have Tesla Taiwan rubbing it in that they now get the quick silver model Y. And as Troy highlighted, the first two months of Model Y sales in Taiwan were both higher than any previous month of Model 3 sales. The Model 3's best month was 2.4000 and you can see the Model Y has bested that in the first two months. Of course you're going to have some pent up demand but it looks like some of that will be cannibalizing the Model 3 sales which makes sense. As Troy highlighted, Taiwan and Israel are Gigabre Lins 2 main export destinations.
我们台湾的特斯拉公司很自豪地宣布，他们现在拥有了快银款Model Y。正如特洛伊所强调的那样，在台湾销售的前两个月，Model Y的销量都比Model 3以前的最佳销量还要高。Model 3最佳销量为2,4000，而你可以看出Model Y在前两个月就超过了它。当然，你肯定会有一些压抑的需求，但看起来这些需求将抢占Model 3的市场份额，这是有道理的。正如特洛伊所强调的那样，台湾和以色列是Gigabre Lins 2的主要出口目的地。
There's some chatter out there about this whole Epstein Elon Musk situation. We just have the US Virgin Islands now serving a Sapena, 2 Elon, essentially asking for documents anything related to Epstein and JP Morgan as the island is suing JP Morgan. This alleged involvement is that there's some suspicion that Epstein may have referred or tried to refer Elon to become a client of JP Morgan. Ultimately though, I think this will be a nothing burger.
有一些讨论关于这个爱泼斯坦-埃隆·马斯克的情况。现在美属维京群岛正在对萨佩纳、2名埃隆提起诉讼，要求相关文件，包括与爱泼斯坦和摩根大通有关的文件，因为该岛正在起诉摩根大通。据称，这种涉及可能是由于有人怀疑爱泼斯坦可能已经向埃隆推荐或试图推荐雅虎成为摩根大通的客户。不过归根结底，我认为这将是一次无关紧要的事情。
I'm not going to read you these bullet points that Elon tweeted about a few days ago but go ahead and pause and read them if you missed the tweet. Actually, this one's making me chuckle from Elon. The notion that I would need or listen to financial advice from a dumb crook is absurd. If anybody thought the Optimus videos were CGI, Elon said all real and hot off the presses, test the Optimus team cranked super hard through the weekend to get it done. They are awesome. And added Optimus team is making excellent progress.
我不会给你们念这些几天前伊隆推特的点形摘要，但如果你错过了那条推特，你可以暂停一下看看。实际上，这条让我忍俊不禁，是伊隆发出的。从一个愚蠢的骗子那里获得或听取财务建议的想法是荒谬的。如果有人认为Optimus视频是CGI，伊隆说它们是真实存在、柔软贴切且最新鲜发布的，Optimus团队在周末倍加努力完成了这项任务。他们很棒。还补充说Optimus团队正在取得出色的进展。
You may have seen that the $2 million plus Remac Nivira broke over 20 different acceleration in breaking records. One was a 0 to 60 time of 1.74 seconds. If you're not familiar, yes this is an electric vehicle. But what I wanted to highlight here is what Elon said about it. Tesla economics asked, will the Tesla Roadster be able to beat this new record? Elon just said LOL. It sounds like the upcoming Roadster, potentially with that SpaceX package, should be able to get under 1.74 seconds 0 to 60, which is just absurd. Keep in mind, you can buy about 20 Model S plaid vehicles for the price of 1 Remac Nivira and it does 1.990 to 60, which is not bad.
你可能看到过价值200多万美元的Remac Nivira在加速和刹车方面打破了20个不同的纪录，其中之一是0到60的时间仅为1.74秒。如果你不熟悉，那么这是一辆电动汽车。但我想在这里强调的是埃隆说的话。特斯拉经济学问道：特斯拉Roadster能否打破这一新纪录？埃隆只是说了声LOL（大笑）。这表明即将推出的Roadster，有可能搭载SpaceX套件，可以做到0到60在1.74秒以下，这太荒谬了。请记住，你可以用1辆Remac Nivira的价钱购买约20辆Model S plaid，后者可在1.990秒内完成0到60加速，这也不错。
We get another update on Tesla in India. There are discussions with officials about incentives being offered in India for a car and battery manufacturing for Tesla. Tesla is still testing the waters and trying to understand the local policies. Recent talks have touched on India's taxes on imported cars but have mainly centered on how Tesla could make use of a government scheme. The scheme would include certain cashback incentives for selling and exporting locally made vehicles and parts. And again, they're also talking about battery production as well. In official said, it appears Tesla has come with a different heart and head this time and that Tesla can negotiate on things like taxes better if it first sets up a plant. As we know, there's been back and forth between Tesla and India for years. For a time, Tesla seemed to walk away from the table but it sounds like they're back so we'll see.
我们得到了特斯拉在印度的另一份更新。特斯拉正与官员讨论为特斯拉在印度的汽车和电池制造业提供的奖励政策。特斯拉仍在试探水温并试图了解当地政策。最近的谈话涉及印度对进口汽车的税收，但主要集中在特斯拉如何利用政府计划上。该计划包括出售和出口本地制造的车辆和零件的现金回扣奖励。还有谈论电池生产的事项。一位官员表示，特斯拉这次似乎带着不同的态度和头脑，并且如果它首先建立工厂，就可以更好地谈判税收等事项。众所周知，特斯拉和印度之间的联系已经持续了多年。曾经有一段时间，特斯拉似乎离开了谈判桌，但现在似乎他们又回来了，所以我们拭目以待。
You guys know I think these brand watch and shopping consideration reports are kind of silly but I'll pass along the data anyway. In the first quarter of this year, about 75% of luxury vehicle shoppers were considering an SUV. This was a new record high. In the first quarter with 73% of luxury shoppers considering an SUV, that's up from 68% last year and you can see the same thing happening but to the downside for luxury cars, actually down 5 or 6% from last year. If you don't have any context, usually these can move 1, 2, maybe 3% but 5 to 6 in a quarter is definitely a significant move.
你们知道我认为这些品牌手表和购物考虑报告有点傻，但我仍然会传递这些数据。今年第一季度，约有75％的奢侈汽车购物者正在考虑SUV，这是新的历史新高。在第一季度，73％的奢侈品购物者正在考虑购买SUV，比去年的68％增加了5或6％。您可以看到同样的情况在豪华轿车方面正在发生相反的情况，实际上下降了5或6％。如果您没有任何背景，通常这些可以移动1、2，或者3％，但是季度内5到6的下降确实是一个显着的变化。
Only two models in the top 10 luxury models considered were actual cars. We have the BMW X5 and then the 5 series. The Model Y of course an SUV came in the 10th spot so this is a pretty good argument for people that are trying to say Tesla should advertise. Then yeah, plenty of families just need more size than a Model Y can offer but I think part of the reason the Model Y is still down at number 10 is just a lack of awareness of the benefits of Tesla and that vehicle. And these results are still kind of confounding because we know that Tesla was the best selling luxury brand in quarter 1 in the US and they only had about 9% of the quarterly brand consideration. When it comes to safety, the second most important factor for these luxury shoppers, Tesla is not even in the top 3. And yes, these brand watch reports are consumer perception surveys. So again for the advertising camp, hopefully it will fix the consumer perception and bring it more in line with reality, especially for Tesla safety.
在排名前十的豪华车型中，只有两款是实际上的轿车，它们是宝马X5和5系。而Model Y则是一款SUV，排名第十，这很好地证明了试图说特斯拉应该广告的人的观点。当然，许多家庭需要的尺寸比Model Y能提供的还要大，但我认为Model Y仍然排名第十的原因之一是人们对特斯拉和这款车辆的好处缺乏认识。然而，这些结果还是有点令人费解，因为我们知道特斯拉在美国第一季度是最畅销的豪华品牌，而他们只占季度品牌考虑因素的约9%。在安全方面，对这些豪华车购物者来说是第二重要的因素，但特斯拉甚至没有进入前三。不过，这些品牌观察报告是基于消费者的认知调查，所以再次为广告营销而言，希望它将消费者的认知调整到更符合现实，尤其是对于特斯拉安全性。
Glee has just announced that it increased its holding in Aston Martin essentially doubling its investment position up to 17%. Glee now the third largest shareholder in Aston Martin. Definitely something to watch because Glee has done really well as the parent company of Volvo, Polestar, now Zika and they're making big waves in the EV space. And we've already heard that Aston Martin plans to build two upcoming EVs in the UK by 2025, a sports car and an SUV.
Glee刚刚宣布，它将其对阿斯顿·马丁的持股增加到了17％，基本上是将其投资头寸翻了一倍。Glee现在成为了阿斯顿·马丁的第三大股东。这绝对是值得关注的事情，因为Glee作为沃尔沃、极星、现在则是Zika的母公司，他们在电动汽车市场中掀起了波澜。我们已经听说了阿斯顿·马丁计划在2025年之前在英国建造两款即将推出的电动汽车，一款运动车和一款SUV。
Shout out to EV Knowledge on Twitter, we now have the first United States Canada electric vehicle corridor. This roadway will stretch from Kalamazoo, Michigan to Quebec City, Quebec and it'll have DC fast chargers every 50 miles. Also, Canada and the United States have built the world's largest market-based energy trading relationship. So relations between the United States and Canada, specifically for the supply chain and raw materials for the EV sector, not trivial. This corridor will carry the flow of EV traffic, trade and manufacturing between the US and Canada.
感谢Twitter上的EV Knowledge，我们现在拥有了第一个连接美国和加拿大的电动汽车走廊。这条路将从密歇根州的卡拉马祖（Kalamazoo）一路延伸到魁北克市（Quebec City），每50英里就设有直流快速充电器。此外，加拿大和美国建立了全球最大的基于市场的能源交易关系。因此，供应链和原材料对于电动汽车领域来说，美国和加拿大之间的关系非常重要。这条走廊将承载美国和加拿大之间的电动汽车交通、贸易和制造业的流动。
So add this to the list of things you love to see. I'll be very curious to see if Ford stands its ground on this one, but they just had a price hike for the Blue Cruise System for Machee owners. Now customers buying a new Machee will have the option to include Blue Cruise at the time of purchase for $2,100, that's for a 3 year subscription period. Previously, owners were paying about $200 per year, now it works out to about $700 per year. And a slightly different rate for existing Machee owners, the renewal cost for Blue Cruise will be $75 per month, or they can pay $800 per year at the time of renewal. Blue Cruise is of course still very limited on where you can actually use this feature and in a Ford form, apparently plenty of people were very upset with 30 pages of responses and many people expecting to take great to drop to zero. Now of course you're going to have a knee jerk reaction from customers being upset and using some hyperbole, but at the end of the day if the take rates really do start to drop significantly, I won't be surprised if Ford again cuts the price.
把这个加到你喜欢看到的事情清单上。我很好奇福特是否会坚持此事，但它刚刚提高了Blue Cruise系统的价格，适用于Machee车主。现在，购买新的Machee的客户可以选择在购买时包含Blue Cruise，价格为2,100美元，该价格适用于3年的订阅期。以前，车主每年支付约200美元，现在每年约为700美元。对于现有的Machee车主，Blue Cruise的续订费用为每月75美元，或者他们可以在续订时支付800美元每年。当然，Blue Cruise功能的实际使用范围仍然非常有限，在福特车型上，显然有很多人对此感到非常不满，有30页回应和许多人预计落差将大。当然，客户会有一些不满并使用一些夸张的言辞，但最终如果接受率真的开始显著下降，如果福特再次降低价格，我不会感到惊讶。
So I'm not someone who has become obsessed with AI, I definitely play around and I'm watching and experimenting a little bit here and there, but as far as looking for companies to invest in, personally I feel like Tesla is one of those companies where I already have some AI exposure. So far it seems like the market doesn't really agree with me, but honestly that's the way I like it and I would just say well let's talk again in another 5 or so years and see what's what.
所以我不是一个对人工智能着迷的人，我确实会进行一些探索和尝试，但就个人而言，我认为特斯拉是一家已经具有一定人工智能方面优势的公司。到目前为止，市场不太同意我的看法，但说实话，我喜欢这种情况，我会说，再过5年左右我们再来看看情况。
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