Farley Confirms Tesla Is 1 of 1 & the Tesla Licensing Era Draws Near ⚡️
发布时间 2023-06-05 21:23:40 来源
摘要
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00:00 - FSD Lane Changes
00:18 - CharIn Upset
1:58 - Shanghai Shutdown
2:18 - Model Y HW4
3:02 - How Tesla Pulled This Off
4:26 - Model S at Nurburgring & Track Pkg. Sold Out
5:11 - Ashley Swiping My CC (Ekster)
6:29 - Per kWh Billing Canada
7:02 - Barra Quote
7:30 - Tesla Sales Data EU
8:22 - Tesla Sales Data Germany
8:44 - Tesla China Sales Data
9:18 - Host a SuC
9:43 - Tesla Updates Referral Program
10:08 - Fiat Coming to US
10:40 - Farley on V2G and Tesla Energy
11:49 - Something Big is Coming
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Host a SuC: https://www.tesla.com/host-a-supercharger#apply
Everything Electric Show: https://www.youtube.com/watch?v=8IhSWsQlaG8&ab_channel=EverythingElectricShow
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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.
#JimFarley #TeslaNews #TeslaLicensing
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host Dylan Loomis. So first up today we have the Charging Interface Initiative, or Charon, a little upset about the Tesla and Ford partnership.
欢迎来到Electrified，我是主持人Dylan Loomis。今天我们首先要讲的是充电接口倡议（Charon），他们对特斯拉和福特的合作有一些不满。
In response, they've come out and said, the global ED industry cannot thrive with several competing charging systems. CCS is the global standard and unlike the NACS is future proof to support many other use cases beyond public DC fast charging. Also, unconsolidated announcements of changes create uncertainty in the industry and lead to investment obstacles.
作为回应，他们表示，全球电动汽车行业无法在若干个竞争的充电系统中茁壮发展。CCS是全球标准，与NACS不同，它可以未来支持许多其他用例，超过公共直流快速充电。此外，未经整合的更改公告会在行业中引起不确定性，并导致投资障碍。
Charon does not support the development and qualification of adapters for numerous reasons, including the negative impact of the handling of charging equipment and therefore the user experience.
Charon 不支持开发和认证适配器的原因很多，其中包括处理充电设备对使用体验造成的负面影响。
Let's pause for a second. First, CCS is not the global standard my argument would be China. Two, even if it was a global standard, does it really matter that much how many cars transfer continents once they're delivered to the end customer? And if Charon was really that committed to the user experience and how they handle the actual equipment, well they would be in support of the NACS connector, it's smaller, it's cheaper, it's better and the supercharger network is the most reliable and it's not close.
让我们暂停一下。首先，CCS不是我要论证的全球标准，我的论点将是中国。第二，即使它是全球标准，交付给最终客户后有多少汽车转移大陆真的很重要吗？如果Charon真的致力于用户体验和如何处理实际设备，他们将支持NACS连接器，它更小、更便宜、更好，超级充电网络是最可靠的，这是毫无疑问的。
Which leads us to the most laughable quote of all from Charon, public funding must continue to go towards open standards which is always better for the consumer. I think what they meant to say was, we don't care what happens to the end consumer, we just want to keep getting our public money.
这句话是Charon说过的最可笑的话，即公共资金必须继续投入到开放标准中，这对消费者总是更好的。我认为他们想说的是：我们不关心最终消费者会发生什么，我们只是想继续获得公共资金。
So there you have it. And when it comes to the United States, these other automakers have huge decisions to make. If history is any guide, I would not be betting against Elon and Tesla and now Farley and Ford are on that team as well.
现在问题就在这儿了。当谈到美国时，这些其他的汽车制造商需要做出重大决策。按照历史的指引，我不会押注反对Elon和特斯拉，现在Farley和福特也加入了这个团队。
Over the weekend, Wu-Wao reported on Sunday, Giga Shanghai was shut down for one day and now everybody is speculating that it's for the Model 3 project Highland production. Wu-Wao also said that Shanghai laid GPS jammers so drones close to the factory will lose GPS positioning so maybe there is something driving around that they don't want people to see.
在周末，吴 - 瓦奥（Wu-Wao）于周日报告说，上海吉利大工厂被关闭了一天，现在人们都在猜测这是为了Model3项目的高地生产。吴 - 瓦奥还说上海安装了GPS干扰器，因此靠近工厂的无人机将失去GPS定位功能，因此可能有一些不想让人们看到的东西正在周围驾驶。
If you're in the market for a new Model Y right now, personally I would be trying to get one with the hardware 4. Brandon said he talked to a Tesla rep and they ran some Vins saying that the discounted inventory cars with hardware 3 are the ones with the discount and those without a discount might be hardware 4.
如果现在你正在市场上购买一辆新的Model Y，我个人会尽力尝试购买一辆带有硬件4的车型。Brandon说他与一位特斯拉代表交谈过，并验证了一些Vin码，发现具有硬件3的折扣库存车辆会优惠，而没有优惠的车辆可能都是硬件4的配置。
When it comes to ordering a new Model Y through the configurator and not new inventory, there are some rumors out there that there are some camera shortages for the upgraded cameras that go with hardware 4. So to get a new Model Y through the configurator with hardware 4, it may be a few months again that's just a rumor.
说到通过配置器订购全新的Model Y而不是现有库存，有一些传言说升级相机所需的硬件4存在供应短缺。因此，要通过配置器获得硬件4的全新Model Y可能需要几个月的时间，但这只是个传言。
Just do not use this discount indicator as a sure fire thing, always have them check the actual VIN.
不要把这个折扣指示器当作肯定的东西，总是让他们检查实际的 VIN 号。意思是，不要把折扣指示器作为肯定的依据，总是要让销售人员检查实际车辆信息。
I'd imagine you've seen by now, all Tesla Model 3's now qualify for the full $7,500 federal tax credit. But if the rear wheel drive is still using batteries and packs from Shanghai, how are they doing this?
我想你现在已经知道了，所有特斯拉Model 3现在都有资格获得完整的7500美元联邦税收抵免。但是如果后轮驱动仍在使用上海制造的电池和电池组，他们是如何做到这一点的？
（翻译员注：此处可能需要了解美国对电动汽车的政策，否则有些难以理解。简单解释一下，联邦政府为使用纯电动汽车的消费者提供税收抵免，根据电池容量和车辆型号不同，抵免金额也不同，最高可以达到7500美元。）
It could be as simple as Tesla is still using the Chinese LFP cells, but they're actually assembling them into modules and packs here in the United States. Or if you look in the code, it could be this, for purposes of calculating the qualifying critical mineral content for batteries in a group of vehicles, a qualified manufacturer could average the qualifying critical mineral content calculation over a limited period of time, like a year, a quarter or a month, with respect to vehicles from the same Model line plant class or some combination with final assembly in North America.
这可能很简单，特斯拉仍在使用中国的LFP电池，但他们在美国进行组装模块和电池组。或者，如果你查看代码，这可能是为计算车辆中符合资格的关键矿物质含量而作出的解释，一家合格制造商可以在有限的时间内（如一年、一个季度或一个月）将符合资格的关键矿物质含量计算平均化，与同一型号线工厂类的车辆或在北美进行最终组装的某些组合有关。
In other words, if Tesla has enough critical mineral qualifying content on that same Model 3 line, maybe over the course of the next year, they can use that to actually offset the part of the rear wheel drive variant that may not otherwise qualify.
换句话说，如果特斯拉在Model 3生产线上拥有足够的关键矿物质含量，那么在未经认证的后轮驱动车型上，它们可以利用这些材料来弥补缺少的部分。在未来一年内，可能会有这种情况发生。
Either way though, at the end of the day, none of that matters to the end consumer. Because the base Model 3 now qualifies for a full credit, some rumors started circulating that CATL had been cut out of Tesla's supply chain in North America. But CATL came out quickly and said that is not factual. No change has happened on the strategic partnership between CATL and Tesla, as it will further advance in a sustained manner.
但无论如何，在一天结束时，这些都不重要对于最终消费者来说。由于基础Model 3现在符合全额税收抵免资格，因此有些谣言开始流传，称CATL已从特斯拉在北美的供应链中被排除在外。但CATL很快就站出来说这是不实的。在CATL和特斯拉之间的战略合作中没有发生任何变化，它将持续发展。
Model S Plaid was back at the Nurburgring with the track package, and it broke Tesla's prior record which was set back in 2021, that time was 7 minutes 35 seconds, this time 7 minutes 25 seconds taking off 10 seconds.
Model S Plaid搭载赛道版套装重返纽博格林，打破了之前Tesla在2021年所创造的记录，当时的时间是7分35秒，而这次仅用了7分25秒，缩短了10秒。
And before this record, the Porsche Taycan held the production EV lap record of 7 minutes and 33 seconds. However, for what it's worth, we have Misha Sharudin on Instagram saying this plaid's record is already broken, I can only guess the announcement will follow on the 75th birthday of someone or something or sometime soon.
在这条记录之前，保时捷Taycan持有电动汽车生产型赛道记录，为7分钟33秒。然而，Misha Sharudin在Instagram上表示，这个Plaid的记录已经被打破了，我只能猜测这个消息将在某人或某物的75岁生日或不久之后公布。
So I guess there's a chance that Porsche has already taken back the EV lap record, we just haven't heard it announced yet. We'll keep our eyes open.
我猜保时捷已经重新夺回了电动汽车圈速记录的机会，只是可能还没有官宣。我们会保持关注。
Along those lines, the Model S track package is already out of stock.
按照这个方向，Model S赛道套装已经售罄了。
Father's Day is right around the corner and extra, the sponsor of today's video has you covered. I've exclusively used an extra wallet now for the past 2 years or so, this bad boy has become my go to and I love it. The card fan feature is awesome and it's held up incredibly well. This one has a custom slot for an Apple AirTag so I can easily track it from my devices in case I misplace it or actually runs off with it.
父亲节即将到来，今天的视频赞助商extra可以帮到你。我已经独家使用extra钱包约两年了，这个小东西已经成为我的日常使用款，我非常喜欢它。其扇形卡槽功能很棒，而且它的耐用性也非常好。这款extra钱包还有一个自定义插槽，可以放置苹果的AirTag，这样我就可以很容易地通过我的设备追踪它，以防我遗失或丢失。
If you use my code electrified you can get up to 40% off your purchase for Father's Day and the same discount will be there if you want something for yourself. They have a huge selection of wallets and more than that they have overnight bags and all kinds of accessories like this magsafe holder that I'll use if I'm just running a quick errand.
如果您使用我的代码“electrified”，您可以在父亲节购买时享受最高40％的折扣，如果您想要购买其他商品也有同样的折扣。他们有大量的钱包可供选择，此外还有过夜袋和各种配件，例如我会在快速办事时使用的这个Magsafe支架。
If you'd prefer a super slim smart wallet they have solar powered trackers that you can locate with your phone and you can use the tracker to find your phone. It's pretty neat. Extra wallets do have RFID protection and I know every company today says they use high quality material but extra has proven it to me over the past 2 years. And yes, checking out sponsors is one of the best ways to support the channel so if you're interested the link is in the description below and you can use code electrified at checkout for up to 40% off.
如果你喜欢超薄智能钱包，它们有带太阳能追踪器的款式，你可以用手机定位，也可以用追踪器找到手机。非常方便。额外的钱包都有RFID保护，我知道今天每个公司都说他们使用高质量的材料，但Extra在过去的两年里向我证明了这一点。此外，查看赞助商是支持频道的最佳方式之一，所以如果你有兴趣，下面的描述中有链接，你可以使用电子优惠码在结账时最高可享受40%的折扣。
Some of you may have already thought that in Canada Tesla users were finally going by per kilowatt hour billing instead of time based billing but that's really not the case. Why? What do you know? A complicated government process delayed the launch of kilowatt hour billing. But now we may finally be close as we see this in the Tesla mobile app this device is temporarily authorized to be used for the purpose of obtaining the basis for a charge for electricity under the terms and conditions established by Measurement Canada. So hopefully in the coming weeks per kilowatt hour billing should arrive at Superchargers in Canada.
可能有一些人已经认为，在加拿大，特斯拉用户终于可以按照每千瓦时计费而不是按时间计费，但实际上并非如此。为什么呢？你知道吗？复杂的政府流程延迟了每千瓦时计费的推出。但现在，随着我们在特斯拉移动应用程序中看到的信息，该设备暂时被授权用于根据加拿大权衡局建立的条款和条件获取电能费用的依据，我们可能终于接近了。希望在未来几周，加拿大的超级充电站也可以实现按每千瓦时计费。
This quote from Mary Barra was in that article I shared on Friday. I should have mentioned this line though. She said that EV battery costs are too high to build profitable mass market vehicles that sell between 30 and 40 thousand dollars and predicted EV and ice parity would come sometime in the latter part of this decade maybe a little longer. Which yes implies that the upcoming Chevy Equinox that's supposed to start at 30 thousand dollars could be losing money for 5 plus years.
玛丽·巴拉的这句话出现在我上周分享的那篇文章中，尽管我没有提到这句话。她说电动汽车电池成本太高，难以制造售价在三万至四万美元之间的盈利大众市场车型，并预测电动汽车和传统燃油汽车的价格平价将在本十年后期实现，可能还会更久一点。这暗示着即将推出的雪佛兰Equinox轿车的起价为三万美元，可能会在未来五年以上的时间里亏损。
I want to highlight something on one of these charts from Roland. At first glance it may seem like Tesla is destroying the numbers it did in 2022 and that's true but there's a reason for it. Production from Giga Shanghai in February March April and May in 2022 all had asterisks. China's Spring Festival fell in February of 2022 which was about a week long and then March April and May all had downtime due to the COVID shutdown. So looking at those months in 2022 you can see that the production for each month was below and in some cases significantly below the 70 thousand or so capacity it would be operating at under normal conditions at that time. However if you normalize for that downtime and take what the exports could have been it was around about 60 thousand so Tesla would still be ahead of where they were in 2022 just not by this absurd amount.
我想在Roland的这些图表中强调一些内容。乍一看，特斯拉正在摧毁自己在2022年的数字，这是真的，但是有一个原因。2022年2、3、4、5月份来自上海超级工厂的生产都有星号。中国的春节在2022年的2月份，大约持续了一周，而3、4、5月份都有停工，原因是COVID的封锁。因此，查看2022年这些月份，您可以看到每个月的生产都低于70,000左右的正常情况下的工厂容量，有些情况下甚至低得多。但是，如果您对这些停工进行标准化并考虑出口情况，那么2022年可以达到大约60,000左右的水平，因此特斯拉仍然领先于2022年，只是没有现在的这么夸张。
And we have a similar story here when it comes to German registrations and we'll look at May of this year compared to May of 2022. Scrolling down to Tesla it says they were up 1,696% for the reasons I just mentioned. And since we're here on the right we'll look at the year to date change January through May where it says Tesla is up 84.6%.
在德国注册方面，我们有一个类似的故事。我们将比较今年5月和2022年5月，查看Tesla的情况。向下滚动到Tesla的位置，它显示Tesla的注册量增长了1696%，这是因为我刚才提到的原因。另外我们也可以看到今年1月到5月份，Tesla的年度变化为84.6%。
We get the Tesla China wholesale number 4 May 77,695. Here's that data plugged into the table I won't spend time comparing it to the prior year but compared to quarter one of this year we are about 13,000 vehicles ahead of where we were through the first two months of quarter one. The orange numbers are estimates for the domestic deliveries I just took the data we have from the weekly insured data and that left about three days at the end of May that I don't have in there. So this number should be a few thousand higher meaning this one may be a few thousand lower when we get the final numbers in the next few days.
我们拿到了特斯拉中国的批发数据，截至5月4日为77,695辆。这是将数据填入表格后得到的结果。我不会浪费时间与去年做比较，但与今年Q1相比，我们比第一季度前两个月已经多出了大约13,000辆车辆。橙色数字是国内交付的估计值，我仅使用了我们从每周保险数据中获得的数据，至于5月底的最后三天，我没有包括在内。因此，这个数字应该要高几千辆，这也意味着在接下来的几天里，当我们得到最终的数字时，这个数字可能会低几千辆。
My short takeaway looks good.
我的短结论看起来不错。
Another FYI something I would be doing if I had a brick and mortar location you can apply to host a supercharger location which of course you would eventually show up in the navigation when people are looking for supercharger which could drive more business to your store. Sadly there's not much publicly available on how this would work and what the incentives are so if any of you actually go through this or you're in the know please shoot me an email I would love to learn more but this will be below.
另一个值得注意的事情是，如果我有一个实体店，我会考虑申请成为超级充电站的主机。当人们寻找超级充电站时，您将最终出现在导航中，这可能会为您的店铺带来更多业务。不幸的是，目前对于此如何运作以及奖励是什么，公开的资料很少。如果有人经历过或知道具体情况，请给我发电子邮件，我很想了解更多，但以下是我的简要介绍。
Tesla has yet again updated the loot box and the referral program. If you use someone's referral code to buy a new car before the end of the month you can get around a thousand dollars off a Model S or X and three months of full self driving. Also further referrer the loot box credits have gone up for the Model SNX up to 20,000 per transaction and yes my code will now be down below if you're interested.
特斯拉再次更新了赏金箱和推荐计划。如果你在本月底之前使用其他人的推荐码购买新车，你可以获得大约一千美元的折扣以及三个月的全自动驾驶服务（Model S或X）。此外，推荐者的赏金箱积分已经提高，对于每笔Model SNX交易最高可达20,000积分。如果你有兴趣，下面是我的推荐码。
Right now in the United States especially for EVs Fiat is basically a zero but it's version of the 500E in Europe is actually one of the best selling EVs. I say that because Fiat is bringing back the 500E to the United States in 2024 and they're going directly for the blue ocean and the entry level price point saying Fiat is not a brand that demands a high price there's no huge following for the brand so you have to define it as affordable EVs. What should we expect something polarizing niche and unique so not huge production numbers.
目前在美国，尤其是在电动汽车方面，菲亚特基本上是个零售的存在，但是菲亚特在欧洲推出的500E版本却是最畅销的电动汽车之一。我这么说是因为菲亚特将于2024年将500E重新引入美国市场，并直接定位于蓝海市场和入门级价格点，声称菲亚特不是一个要求高价的品牌，也没有强大的追随者，因此必须将其定义为价格实惠的电动汽车。我们应该期待什么呢？极具争议性、独特而小众化的产品，因此生产规模不大。
We're really struggling with this because the utility industry in the US is every utility has a different jurisdiction geographically and we have to come up with a pricing mechanism so to reward people to take electrons out of their vehicles during the week Tesla has its own energy company and so it doesn't strategically it probably will never have two-way charging because it wants to sell its power walls and charging system but afford we have no ambition to go into the power industry and energy storage so for us this is a really important thing for our country.
我们现在面临的困难是，美国的公用事业行业各个部门的管辖范围都不尽相同，因此我们必须想出一种定价机制，以奖励人们在工作日期间将车辆电池中的电子取出。特斯拉拥有自己的能源公司，因此从战略上讲，它可能永远不会采用双向充电，因为它想销售其储能系统和充电系统，但我们并没有进军电力和能源储存的野心，所以对我们来说，这是我们国家的一件非常重要的事情。
But we've had a lot of press releases rather. Yes. You look at how many people are selling electrons back to the grid. It's very very, very female and that's very frustrating for us. As Jim just said Tesla has an entire energy division which is charging full steam ahead and he said Ford has no ambition to do the same getting into the power market.
我们收到了很多新闻稿。但是你看看有多少人正在将电子产品卖回电网，这非常非常地女性化，这让我们非常沮丧。正如吉姆所说，特斯拉拥有一个完整的能源部门，全员鼓足干劲，而福特没有进入电力市场的雄心壮志。
If I explain to the listeners how crazy our software system is and why it's so difficult for legacy car companies to get software right, I'll do it very quickly. So to say probably $500 a vehicle or let's say 350 quid a vehicle, we farmed out all the modules that control the vehicles to our suppliers because we could bid them against each other. So Bosch do the body control module, someone else do the seat control module, someone else do the engine control module and we have about 150 these modules with semiconductors all through the car. The problem is the software are all written by 150 different companies and they don't talk to each other.
如果我向听众解释我们的软件系统有多么疯狂，以及为什么传统汽车公司很难把软件做好，我会很快地做到。因此，我们委托供应商承担了控制车辆的所有模块，费用大约是每辆车500美元或者说每辆车350英镑，因为我们可以让它们相互竞标。所以Bosch公司负责车身控制模块，其他公司负责座椅控制模块、发动机控制模块等等，车上大约有150个这样的模块，其中包含了半导体。问题在于这些软件都是由150个不同的公司编写的，它们之间无法彼此交流。
So even though it says Ford on the front, I actually have to go to Bosch to get permission to change their seat control software. So even if I had a high speed modem in the vehicle and I had the ability to write their software, it's actually their IP and I have 150 we call it the loose configuration of software providers, 150 completely different software programming languages, all the structure of the software is different. It's millions of code and we can't even understand it all. So that's why at Ford we've decided in the second generation product to completely insource electrical architecture.
尽管车头上印有“福特”字样，但我实际上必须去博世公司获得更改他们座椅控制软件的许可。因此，即使我在车辆上拥有高速调制解调器和编写软件的能力，实际上这是他们的知识产权，而我们有150个不同的软件提供商的自由软件配置。它们使用完全不同的软件编程语言，所有软件结构都不同。它涉及数百万行代码，我们甚至无法完全理解。这就是为什么在福特，我们已经决定在第二代产品中彻底内部化电气架构的原因。
To do that you need to write all the software yourself but just remember car companies have a written software like this. Ever. They've never written software. So we're literally writing how the vehicle operates the software to operate the vehicle for the first time ever. We have been building the battery plants, it's hard to scale battery plants. Like I tell you, build the plants easy part. But actually building cells in high quality at high scale is much harder than we thought even though we've been building stuff for 120 years.
要做到这一点，你需要自己编写所有软件，但要记住汽车公司从未编写过这样的软件。他们从未编写过软件。因此，我们正在为第一次编写操作车辆软件的过程。我们一直在建造电池工厂，但电池工厂的规模很难扩大。就像我告诉你那样，建造工厂是容易的，但在高质量和大规模下建造电池比我们想象的更困难，尽管我们已经建造了 120 年的东西。
It's a lot harder than we thought. I'll say it again. I love Farley's candor and humility. Full interview linked below. What a perfect segue to this tweet from Elon. Tesla aspires to be as helpful as possible to other car companies. We made all our patents freely available several years ago. Now we're enabling other companies to use our supercharger network. Also happy to license autopilot FSD or other Tesla technology.
这比我们想象的要难得多。我再说一遍。我喜欢法利的坦诚和谦虚。下面链接了完整的采访。这是回应埃隆的推特的一个完美过渡。特斯拉渴望为其他汽车公司提供尽可能多的帮助。几年前，我们免费提供了所有的专利。现在我们正在让其他公司使用我们的超级充电站网络。同时，很高兴授权自动驾驶FSD或其他特斯拉技术给他人使用。
It just feels like a really exciting time in Tesla and that something pretty big might happen here over the next year or two. We've talked years about Tesla's lead in software and FSD and AI. Well we're getting to a point where that finally starts to pay off. This forward partnership is a huge deal and a step in that direction.
现在，特斯拉感觉像是一个非常令人兴奋的时代，未来一两年里可能会发生一些相当大的事情。我们多年来一直在谈论特斯拉的软件、全自动驾驶和人工智能方面的领先地位。现在我们终于开始看到了这些投资的回报。这个前瞻性的合作伙伴关系是一件非常重要的事情，而且朝着那个方向迈出了一大步。
And now the choice is left to the rest of the automakers who is going to get on board the Tesla train do the other companies really think they can out compete Tesla in software in the long run. It would be a massive paradigm shift for these other companies and it makes this feel like the best decision. We'll see.
现在其余的汽车制造商要做出选择，他们是否会加入特斯拉的行列。其他公司真的认为他们能够在软件方面长期与特斯拉竞争吗？这对其他公司来说将是一个巨大的范式转变，使这感觉像是最好的决定。我们拭目以待。
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