Rivian Joins Tesla Charging, Huge Tesla Energy Project, Musk Meetings Continue

Hey everybody Rob Manward here, welcome back to Tesla Daily. Today we are talking about more big news on the North American charging standard. We also have an announcement of a big Tesla energy project, another one in Australia, updates on Tesla's possible factory plans, new FSD beta release notes, and more.

大家好，我是罗布·曼沃德，欢迎回到特斯拉每日更新。今天我们要谈论北美充电标准的更多重大消息。我们还有一个大型特斯拉能源项目的公告，在澳大利亚又有一个。同时还有特斯拉可能工厂计划的最新更新，新的FSD测试版发布说明等等。

First off though, how about the stock, although the streak may have ended the run continues Tesla up 5.3% today to close at $274.45, while the Nasdaq was actually down to 10% of a percent on the day. So significant outperformance after hours keeps climbing, so always a little bit more fun to be reminded of the volatility that Tesla can experience when we are on the way up.

首先，我们来看看股票，尽管走势可能已经结束，但特斯拉股价仍在上涨。今天特斯拉股票上涨5.3%，收于274.45美元，而纳斯达克这一天实际上下跌了0.1%。所以，在交易时间外的表现非常突出，股价不断攀升，因此，当我们上涨时，总是会想起特斯拉可能会经历的波动性，这总是更有趣一些。

I'm sure the news that we got today didn't hurt and that is that the North American charging standard dominoes continue to fall with Rivian announcing today that they will be following the same path as GM as forward by getting access to the Supercharger network in 2024 via an adapter and then integrating NAS as standard in their vehicles starting in 2025.

我相信今天获得的消息并没有伤害到任何人，那就是北美充电标准多米诺骨牌的继续倒下，因为Rivian今天宣布他们将走GM的脚步，通过适配器在2024年获得超级充电器网络的接入，然后从2025年开始将NAS作为标准整合到他们的车辆中。

And they did say that that would be included for their upcoming platform, the R2. Rivian did make sure to point out in their press release that the Rivian Adventure network will continue nationwide expansion, but that was really all they said about that. They didn't say if that would also be adopting the North American charging standard, but it would follow reason that if they're making their vehicles on that platform, how could they possibly not do the same thing with the charging network that they say that they're going to continue to build out?

他们说，他们即将推出的R2平台将包含这个。Rivian在新闻发布会上强调，Rivian冒险网络将继续在全国范围内扩展，但这基本上是他们所说的一切。他们没有说是否也会采用北美充电标准，但如果他们正在该平台上生产汽车，他们怎么可能不执行他们说他们要继续建立的充电网络相同的标准呢？

So if that's the case, presumably Tesla vehicles should be able to easily connect with those chargers as well. With Rivian trying to position themselves as more of that adventure brand, that might mean, especially with now the inclusion of Tesla Supercharger network, that they can focus that infrastructure build out on more remote or less trafficked areas because it's more in alignment with their brand less focused on utilization and more about ensuring these adventurous locations can be accessed. That seems even more likely now that they won't have to focus on competing with the Supercharger network for areas that are already established. They can kind of just seed that to Tesla and then fill in the gaps with their charging network to support their brand rather than try to generate an ROI off of their network.

如果是这种情况，那么特斯拉汽车应该也能很容易地连接这些充电器。随着Rivian试图将自己定位为更多冒险品牌，这可能意味着，特别是现在包含特斯拉超级充电网络，他们可以将基础设施建设集中在更偏远或交通较少的地区，因为这更符合他们的品牌重点不在利用率上，而是要确保这些冒险地点可以访问。既然他们不必专注于与已建立的超级充电网络竞争的地区，这似乎更有可能。他们可以将这种重点留给特斯拉，然后使用他们的充电网络填补空白，以支持他们的品牌，而不是尝试从他们的网络中产生投资回报。

Then hopefully and presumably Tesla vehicles could be using those too, which could of course add some nice options for Tesla customers. Now they could also reevaluate this and just kind of drop the idea of the charging adventure network. That would also not surprise me, especially as they have to sit there and look at how do we bring costs down. Well, a charging network is going to be a driver of additional costs for a long time. Seems like pretty low hanging fruit to cut.

希望并预计特斯拉车也可以使用这些充电站，这当然为特斯拉客户增加了很好的选择。现在他们也可以重新评估并放弃这个充电站网络的想法。这也不会让我感到惊讶，特别是当他们需要考虑如何降低成本时。充电站网络会长期驱动额外的成本，这似乎是一个很容易削减的低垂果实。

Anyway, if we look at where things stand then for the North American charging standard, things seem to be very much going in segments. US legacy automakers kind of kicking it off Ford and GM getting on board. Then we had these various different charging companies comment that they will be adopting an ACS. Now with Rivian, there's a US startup automaker that has adopted it. We'll see if Lucid follows if Tesla will allow them to.

总之，如果我们看一下目前的情况，就北美充电标准而言，事情似乎非常分散。美国传统汽车制造商开始推广，福特和通用也积极参与其中。然后，各种充电公司表示他们将采用ACS。现在，有一家美国初创汽车制造商Rivian也采用了ACS。我们将看看Lucid是否会采用，如果特斯拉允许他们的话。

And then really the only segment to go at this point would be foreign automakers for their North American production. This one I think is probably the most interesting because if there were to be sort of a line in the sand where this stopped, this segment would probably be the most likely candidate. Now I expect that this is kind of just going to keep on going. But getting that first foreign automaker on board, that would offer a lot of confirmation that this is going to continue and completely dominate in North America. So who might be that first one to fall?

目前，唯一可以考虑的领域是国外汽车制造商的北美生产。我认为这很有趣，因为如果有一个界限，这个领域可能是最有可能成为候选人的。现在，我预计这种情况将会持续下去。但是，让第一个外国汽车制造商加入，这将提供很多证实，表明在北美这一领域将会继续并完全主导市场。那么，谁可能是第一个垮掉的企业呢？

Well, we've got some new comments today from Hyundai. Their CEO has said that they will consider making their vehicles more readily compatible with the North American charging standard. One of the considerations that Hyundai has to make is that they do have some of their vehicles on an 800 volt standard.

今天，现代汽车有一些新的评论。他们的CEO表示，他们将考虑使他们的车辆更容易与北美充电标准相兼容。现代汽车需要考虑的一项因素是他们有一些车辆采用800伏特标准。

So far Tesla has been at 400. So that's kind of how the supercharger network is designed. But as Tesla has teased a little bit, it sounds like that's going to be increasing with their next generation vehicles, hopefully including the Cybertruck. So the best guess is that V4 superchargers should be well prepared for that higher voltage, which could alleviate some of those concerns for Hyundai.

到目前为止，特斯拉的充电站的容量为400。这是超级充电网络的设计方案。但是根据特斯拉透露的消息，他们的下一代车型将会较之前提升，包括塞博卡车。因此，我们最好的猜测是V4超级充电站可以准备好更高的电压，这可以减轻现代的一些担忧。

So anyway, very curious to see how this segment falls. I know we've had a couple of comments now from a couple of automakers from the limited trend that we have seen so far, that seems to be how it goes. And then happens pretty quickly after that. So hopefully we'll be discussing some more news on an ACS relatively soon.

无论如何，非常好奇这一领域的情况会如何发展。我们目前只看到了有限的趋势，一些汽车制造商也有过一些评论，似乎情况是这样的。接着就会很快发生。希望我们不久之后可以讨论更多关于ACS的消息。

All right, next, I want to hop over to Tesla energy because we have news of a pretty big new Tesla energy project. Of course, in Australia, we get to see quite a few of these from Naioin. So a long time partner of Tesla for battery projects there in Australia, this time is a project in West Australia. And the projects keep getting bigger this time around. It's going to be a 219 megawatt 877 megawatt hour battery in the town of Kali in Western Australia. This project has been in the works since 2021, and it sounds like it will commence operation sometime. Wait 2024. And the best part about it is that this is actually just the first stage of this project. And it actually has approval up to four gigawatt hours. So that's a huge project.

好的，接下来我想转向特斯拉能源，因为我们有一个相当大的新特斯拉能源项目的消息。当然，在澳大利亚，我们见过很多这样的项目来自Naioin。这次是特斯拉与澳大利亚的长期合作伙伴，在西澳大利亚开展的项目。这些项目的规模不断扩大，这次达到了219兆瓦和877兆瓦小时的电池容量，位于西澳大利亚的卡利镇。这个项目自2021年开始策划，听起来将在2024年开始运作。最好的一点是，这实际上只是该项目的第一阶段。它实际上已经获得了高达4吉瓦时的批准，这是一个巨大的项目。

And as we have talked about before, as Tesla ramps up their battery production, things like this are going to just become commonplace. And it kind of feels like they actually already are. I mean, if we take this announcement back five years, we would have been talking about this for probably weeks. And not that it's a footnote today. But I mean, we're not going to spend two weeks talking about this and the amount of press that it's getting is certainly not all that much more than, you know, most other Tesla stories might get. Sometimes it's important to step back and realize how fast that transformation has occurred. And then apply that to how we think about where things are going to be five years from now. Anyway, very exciting announcement and glad to see Tesla continuing to work with Naomi.

正如我们之前所谈的，随着特斯拉扩大其电池生产规模，像这样的事情将变得越来越普遍。而且似乎它们已经开始变得很普遍了。我是说，如果我们将这个公告回溯五年，我们可能会讨论数周。虽然现在它并不只是一个脚注。但我的意思是，我们不会花两周时间来讨论这个，其获得的媒体关注也比大多数其他特斯拉故事获得的关注并没有那么多。有时候，重要的是站在一旁，意识到这种转变的速度有多快。然后将其应用到我们对未来五年物事发展的想法中。无论如何，这是一个非常令人兴奋的公告，很高兴看到特斯拉继续与Naomi合作。

All right, next, we've got some more reporting on Elon Musk's meetings with world leaders continuing this time with India. It sounds like the prime minister of India is going to be meeting with Elon on his visit to the United States today. This is according to a Rogers report. They are reporting on a source with direct knowledge of the situation. Apparently, this is the first meeting to discuss high level expansion plans in India. So we've had plenty of rumors about Tesla and their intentions in India. Obviously, there are conversations that have been happening there prior to this meeting with this, I think carrying a lot of potential to significantly move things forward.

好的，接下来，我们将继续报道埃隆·马斯克与世界领袖的会议，这次是在印度。据罗杰斯报告，印度总理将在今天访问美国期间会见埃隆。报道称，他们引用了一位具有直接知情的消息人士。显然，这是第一次会议，讨论在印度的高水平扩张计划。因此，我们已经听说了很多关于特斯拉和他们在印度的意图的传言。显然，在此次会议之前已经进行了相关交流，此次会议可能会显着推动事情的进展。

So I'm sure we'll probably see some more reporting on how that meeting wins. And then Elon has also, as I mentioned on Thursday, appeared in a new interview in France. This was actually transcribed on Twitter. So I'll link to that transcription. But one of the more interesting things that Elon said was quote, it is probable, even very probable that Tesla will do something very important in France in the years to come. And quote, so France, Italy, India, Spain, Indonesia, a lot of things that seem to be on the table for Tesla right now. And if we think about Tesla trying to continue that 50% annual growth rate, that gets harder and harder to do every year from a pure volume perspective.

我相信我们可能会看到有关那次会议的更多报道。正如我上周四所提到的，埃隆也参加了一次在法国的新采访。这个采访是在Twitter上被记录下来的，我会提供链接。但埃隆说的一句话很有意思，他说：“很可能，甚至非常可能，特斯拉在未来几年会在法国做一些非常重要的事情。”所以，法国、意大利、印度、西班牙、印度尼西亚，目前看来特斯拉似乎有很多事情要做。如果我们考虑到特斯拉正在努力维持50%的年增长率，那么这个目标每年从纯容量角度来看就会越来越难实现。

I think the current factories are going to support a lot of that. But Tesla's gonna need more and they're going to need a lot of help from suppliers too. And I would imagine that these conversations are probably about fitting all of those pieces of the puzzle together over time. It is and will continue to be very interesting to see Elon navigating through all this. And I for one, am very glad that he is the one doing it.

我认为现有的工厂会支持很多，但特斯拉还需要更多，他们也需要供应商的大力帮助。我想这些谈话可能是关于随着时间的推移如何将所有的拼图拼合在一起。看到埃隆在这个过程中的航行会一直非常有趣。对我来说，我很高兴他是那个在做这个的人。

All right, moving on, we've got a short clip here of the cyber truck apparently landing in New Zealand. This is from Murray Alexander of the Tesla New Zealand group, probably a production beta or something close to a release candidate version of the cyber truck here being delivered to New Zealand for winter testing.

好的，接下来，我们有一个短片，显示了赛博卡车显然在新西兰降落。这是来自特斯拉新西兰团队的默里·亚历山大，可能是一款生产测试版或接近赛博卡车发布候选版本，现在被送到新西兰进行冬季测试。

I haven't double checked this timeline, but I did see a couple of comments that said that for the Model 3, this happened maybe six or seven weeks before the release, which although isn't the timeline that we're expecting for the cyber truck, hopefully at least reflects positively on something still happening, maybe Q3, hopefully Q3, maybe Q4, but either way, relatively soon since we've seen this kind of testing take place at a relatively late stage in the process for previous vehicles.

我没有仔细核对过这个时间线，但我看到了一些评论说，在Model 3发布前大约六七周就已经发生了这种情况，尽管这不是我们期望的Cybertruck的时间线，但至少反映出仍有一些积极的进展，也许是在第三季度，希望是第三季度，也可能是第四季度，但不管怎样，由于我们之前也看到过这样的测试在较后阶段中进行，所以应该会相对很快。

Speaking of other vehicles, we've got a possible update on the Tesla Semi, Zengler on Twitter, who is in the area and has followed this closely, is saying that after a period of very slow production on Tesla Semi, it looks like things are picking up again, spotted seven semis at the prototype line today, the most I've seen at one time, all with manufacturing plates and looked new. So we've had a period here where there's been a couple of recalls, maybe Tesla has been waiting to see how the initial testing is going with Pepsi, and maybe now doing another run on that small pilot line. Hard to know for sure, but good to hear of some activity going on there.

谈及其他车辆，我们有关于特斯拉半挂车的可能更新消息。在推特上关注这一情况并就此作出了解释的Zengler表示，经过一段时间的缓慢生产，特斯拉半挂车似乎又开始活跃起来了。今天在原型生产线上发现了七辆半挂车，这是我所看到的最多的，所有车辆都有制造牌照，看起来很新。所以我们在这段时间里经历了一些召回事件，也许特斯拉一直在等待百事公司的初始测试结果，可能现在又要在小规模试产线上进行另一次试制。我们很难确定，但听到那里有些活动很好。

Next we've got another version of Tesla's FSD beta that is starting to roll out, this is 11.4.4, and this does have new release notes sometimes with these versions, we see the same release notes, but this is a new iteration. I think most of the release notes are pretty intuitive, so we probably don't need to go bullet by bullet.

下面我们将推出特斯拉FSD beta的另一个版本，即11.4.4版。这个版本有新的发布说明，有时我们会看到相同的发布说明，但这是一个新的迭代版本。我认为大多数发布说明都很直观，所以我们可能不需要一个一个地列举它们。

I think one of the big things here is that there is improved handling of oncoming cars on narrow unmarked roads. I think a lot of people have had troubles with that, I certainly have with 11.4.3, so I'm glad to see that addressed pretty quickly. Then as we typically see some various improvements with lane management, vulnerable road users, and recall and precision.

我认为重要的一点是在窄路上的对向车辆有更好的处理方式。我认为很多人在这方面有问题，我在11.4.3版本中也遇到了一些麻烦，所以我很高兴看到这个问题得到了快速解决。然后，我们常常看到一些各种各样的改善，例如车道管理、易受伤的道路用户以及召回和精度等。

I haven't had a chance to go out and drive it yet, but once I do, if I have any other thoughts, I'll pass those along. One of the things kind of interesting on FSD beta, Green the Only was able to, through his skills, access what is called, I guess, Elon mode within FSD, which Green says is a special autopilot mode where there are no nags, the braking is less intense, and probably some other changes under the hood that he did not fully explore. Now that eye tracking with FSD beta seems to be quite good, oh man, I wish those nags could be turned off, I would access Elon mode, I'd pay extra for Elon mode at this point. If that were an option, it sounds quite lovely, I know Elon has tweeted about reducing the number of nags, maybe finding a way where after a certain number of miles those can turn off, so I really hope Tesla is still working on those. If Elon was getting the nags, and there was no special Elon mode, I feel like maybe that would come a little bit more quickly.

我还没有机会出去开它，但一旦我这样做了，如果我有任何其他想法，我会传递它们。 FSD beta 中有一件有趣的事情，Green the Only 通过他的技能，能够访问所谓的 Elon 模式，Green 说这是一种特殊的自动驾驶模式，在这种模式下没有 nag，制动力较小，还可能有一些其他更改，他没有完全探索。现在随着 FSD beta 的视觉跟踪似乎非常好，哦，天啊，如果那些 nag 能被关闭，我希望可以激活 Elon 模式，我愿意额外支付。如果有这个选项，听起来很棒，我知道 Elon 已经在推特上发推文，称要减少 nag 的数量，或找到一种方法，在行驶一定里程后这些 nag 可以关闭，所以我真的希望 Tesla 仍在继续努力。如果 Elon 遇到了 nag 问题，而没有特殊的 Elon 模式，我感觉这个问题可能会更快地得到解决。

Next up, we do have another week of China-ensured vehicle numbers, this is for the week of June 12th through the 18th, and for that week there were 14,500 Teslas insured in China, so this is down a little bit from last week about 2000 vehicles, still a pretty strong week compared to the average over the last couple of quarters, and as we have been talking about, through the first 11 weeks of data here for the second quarter, that puts quarter to date at about 125,500 vehicles compared to roughly 107,000 at this point in the quarter for both Q4 and Q1. So despite a little bit of a week over week decline, they're still shaping up to be a really, really strong quarter for Tesla, they're only about 12,000 vehicles now away from setting a new quarterly record, which could happen as early as the number next week, and they obviously only need to average about 6,000 over the next two weeks to get to that record level, so even with Project Highland, probably some downtime for Model 3 impacting these numbers, a record quarter for domestic sales in China looking pretty likely at this point.

接下来，我们有另一个由中国保险的车辆数量数据，这是6月12日至18日的一周数据，当周中国共有14,500辆特斯拉获得了保险，比上周下降了大约2000辆，但与过去几季平均水平相比算是非常强劲的一周。正如我们之前所说，截至第二季度的前11周数据显示，该季度特斯拉共售出12.55万辆车，相比Q4和Q1在这个时间点的销售量约为10.7万辆。因此，尽管有一些略微的周下降，特斯拉仍然表现出了非常强劲的季度销售表现，他们距离创造一笔新的季度销售纪录只有约1.2万辆的距离，这可能在下周的数据中就实现，他们只需要在未来两周平均每周销售约6,000辆车就能达到纪录水平。因此，即使项目高原和Model 3的一些停工对这些数字产生了一定影响，也很可能实现中国本土销售的季度纪录。

Last couple of things here, it looks like Tesla has at least in some cases increased the discount on the Model S and X that are available in inventory, I've seen some things that said that this was 5,000 up to 7,500, from what I'm seeing, the discounts seem a little bit more variable, as you can see here, there's a $10,000 discount on this Model S plaid, some other vehicles are only 5,000, some of them are demo vehicles, so you've got to kind of factor that in as well, but definitely a lot of inventory that is being shown as available and Tesla doing some pretty heavy discounting on the S and X.

最近，特斯拉在一些情况下似乎已经提高了Model S和X车型的折扣，这些车型可以从库存中获得。我看到一些消息说折扣是从5000美元到7500美元不等。但根据我所看到的，这些折扣似乎更加变化多样。例如，这款Model S plaid车型享受了10000美元的折扣，而其他一些车型只有5000美元的折扣，其中一些还是展示车型，因此需要考虑到这一点。但肯定的是，有很多库存车型处于可用状态，而特斯拉对S和X车型正在进行一些相当大的折扣。

So I don't expect a particularly strong quarter there, whether it's from a sales perspective or revenue margin perspective, we've talked about this before with Tesla, seemingly indefinitely delaying the right hand drive or even cancelling the right hand drive versions, that doesn't seem to be because there is so much demand elsewhere, it seems much more likely that Tesla is just scaling back production of these vehicles, which then might make it more difficult to justify doing a right hand drive run. So we're coming up here pretty quickly on Q2 deliveries, it'll be interesting to see that S and X breakout.

我不指望那里会有特别强劲的季度表现，无论是从销售角度还是收入利润角度来看。我们之前已经和特斯拉谈过这个问题，他们似乎无限期推迟卖右舵版车型，或者甚至取消了右舵版车型的生产。这似乎不是因为在其他地方有太多的需求，更有可能是特斯拉在缩减这些车辆的生产规模，这可能使得推出右舵版运作更加困难。现在我们即将进入第二季度交付期，我们期待看到S和X车型的销售情况。

All right, last couple of things Tesla has filed for a new patent, I think first spotted by Electric for a steer by wire system, something that Elon has talked about working on in the past, something a lot of people would have liked to see with the yoke integration, so not too surprising to see a patent pop up for that, and obviously a lot of focus on redundancy and some separation or isolation of redundant items just to make things as safe as possible for a system like this.

好的，最后要说的是，特斯拉已经申请了一项新的专利，我认为首先被 Electric 发现的是一种电控转向系统，这是埃隆过去曾经讨论过的工作内容，也是很多人希望在方向盘集成中看到的东西，所以看到专利出现并不意外，显然，对于这样一个系统，重点在于冗余性和一些冗余项的分离或隔离，以尽可能地确保安全。

And then finally for today, switching gears, of course we've got more on Toyota, they are apparently working on emulating a manual transmission with an EV powertrain, so not actually having a multi-speed transmission, which could be done obviously in an EV as well, but just trying to make it seem like you're shifting in an ice vehicle, which I don't know, I mean to me it just seems like you're giving like a fake steering wheel to a baby sitting in the back or something like that, I don't know, it's just I'm sure there would be people out there, but it's so hard to imagine any adult actually finding value in a feature like that, but hey I guess if it's not distracting them from their technical breakthroughs that they keep making with solid state batteries then I guess no harm done.

今天最后，切换话题，当然我们还有更多关于丰田的内容。他们显然正在致力于使用电动车动力系统模拟手动变速器，而不是真正的多速变速器，这在电动车中显然也可以实现，只是试图让你感觉像在使用一辆内燃机车辆一样换挡。这个功能对我来说就像是给坐在后排的孩子一个假方向盘一样。虽然我觉得很难想象成年人真的会觉得这个功能有价值，但我相信一定会有这样的人存在。不过，如果这不会分散他们对于固态电池技術向前推进的注意力，那也就无妨了。

Alright that'll wrap it up for today as always, thank you for listening, make sure you subscribe to and sign up for notifications, you can also find me on twitter at tesselpodcast and we'll see you tomorrow for the Wednesday June 21st episode of Tesla Daily, thank you.

今天的节目就到这里，谢谢您一如既往地收听。请务必订阅并开启通知，您还可以在Twitter上找到我，我的用户名是“tesselpodcast”。明天6月21日，我们将再次与您相约，感谢您的收听。