Giga Mexico: The Holdup / Ashok Elluswamy on FSD Progress / Latest Cybertruck Footage ⚡️

Welcome to Electrified, it's your host Dylan Loomis. So real quick, I do just want to touch on what happened on Friday, this FSD beta drive with Ross Gerber and Dan O'Doud, where we had this stop sign situation at the end of the day so it doesn't get out of control. It was really just a takeover, and I'm telling you right now, NHTSA is well aware that takeovers are a normal thing for FSD beta in its current state. And yes, it's a shame that it happened with Dan O'Doud, but there's a reason so many people told Ross not to do this. Dan O'Doud is not trying to understand the system, he's trying to get a video just like that so he can smear Tesla and their FSD beta, because remember he has a directly competing company, Green Hill Software. The most likely outcome here is unfortunately that clip is going to circulate through the news for another few weeks, but then most likely things will proceed as normal. And shout out to Alexandra, her husband and Nikhil, because they went back to that very same intersection and did multiple tests. Long story short, under 35 miles per hour, FSD beta handled it fine, stopping at the stop sign. It's at 35 miles per hour or above when it's just too fast and Tesla FSD would stop in the middle of the intersection. And just to show you, here's one of those videos where they set FSD beta to 30 miles per hour and watch how it behaved at the same stop sign. And now it should stop. See stop sign, it will stop. Okay, 30 was good. But it didn't see the warning sign. It didn't show the warning sign. It didn't react to the warning sign. And it didn't see it, it didn't show it on the screen. It feels like a good time to remind everybody, just because Tesla may not visualize something like a stop sign warning sign on the screen, does not necessarily mean that the car didn't see it, it just might not put it on the visualization yet. And here's just one last time in slow motion, a little bit zoomed in, make sure you watch the blue circle right here showing FSD's engaged, and you can see the speed he's going so you can draw your own conclusions.

欢迎来到《电气化》，我是您的主持人迪伦·卢米斯。 简单地说，我想谈谈上周五发生的事情，就是与Ross Gerber和Dan O'Doud一起进行的这次FSD beta行驶，在一天结束时发生了停车标志情况，为了避免事态失控，我想谈一下这件事情。 实际上，这只是一次接管，我现在告诉您，交通安全局非常清楚在FSD beta的当前状态下，接管是一件很正常的事情。 是的，这与Dan O'Doud有关，但有很多人告诉Ross不要这样做，这是有原因的。 Dan O'Doud并不是试图理解这个系统，他试图获得一个视频，就像那个视频一样，以便诋毁特斯拉和他们的FSD beta，因为请记住，他有一家直接竞争公司Green Hill Software。 最有可能的结果很遗憾，那个视频片段将会继续在新闻中流传几周，但大部分情况下，一切都会照常进行。 向Alexandra、她的丈夫和Nikhil致敬，因为他们回到了同一路口进行了多次测试。 长话短说，当速度低于35英里/小时时，FSD beta可以很好地控制，会在停车标志处停车。当速度高于35英里/小时时，特斯拉FSD beta会在路口中央停止。 这里有一个视频，他们将FSD beta设定为30英里/小时，并观察它在同一停车标志处的行为。 现在它应该停了。看到停车标志，它会停下来。好的，30英里/小时是可以的。不过它没有看到警告标志。它没有显示警告标志。它没有做出反应，也没有在屏幕上显示它。 现在是时候提醒大家，特斯拉可能没有在屏幕上可视化类似停车标志警告标志之类的东西，并不一定意味着车没有看到，它只是可能还没有在可视化上呈现。 这里是最后一次缓慢播放的视频，有点放大，确保您观看这里显示的FSD beta正在运转的蓝色圆圈并看到它的速度，以便您自己做出结论。

Over the weekend, we got a lot of new really good footage of the latest version of the Cybertruck. So I'm going to put together all the footage, let you watch it. And on the screen, I'll show you what to be looking for during those clips. And remember, although the Cybertruck we see continually looks better and better, this is still not an official production version. And just so everybody's on the same page, what rear wheel steering actually is, at higher speeds, the back wheels will turn the same way as the front wheels for better cornering and handling around turns. Then at lower speeds, the back wheels will actually turn counter phase or the opposite way of the front wheels to make the turning radius much better, which of course makes navigating tight spaces or U turns a lot easier. Yeah fingers Middle loved cars are Toes.

在周末期间，我们获得了很多最新版Cybertruck的非常好的新镜头。所以我将把所有的镜头整合起来，让你看看。在屏幕上，我会向你展示这些片断需要注意什么。请记住，虽然不断看到的Cybertruck看起来越来越好，但这仍然不是正式的生产版本。 为了让每个人在同一页上，我将解释什么是后轮转向。在较高速度下，后轮将与前轮同向转动，以获得更好的弯道和操纵性。然后在低速下，后轮实际上会逆相或与前轮相反方向旋转，以使转弯半径更小，当然这使得在狭小的空间或U型转弯中导航更容易。 是的，千万不要错过这些让人喜欢的汽车。

So If I missed anything with the pop ups for the features that we were looking for, one thing I am going to be watching for going forward, hopefully we start seeing more of these pull through supercharger locations for people with the Cybertruck that plan to tow trailers and other things. It's just going to make the experience that much better. I feel like every supercharging location should have at least one. On the charging port of the Cybertruck, I know a lot of people are concerned with the location, but look, I'm sure there's a reason they chose to put it there and not in the stainless steel. And I would also add, they've been testing it worldwide in the snow and the cold weather, so they put it through the paces. And sadly, we can't really tell if it's going to be that 500V configuration port or the 1000V configuration because they look nearly identical from the outside of the vehicle. But of course, based on everything we've heard, we should be expecting the 1000V configuration for the NACS in the Cybertruck.

如果我错过了我们寻找的功能弹出窗口中的任何内容，那么在接下来的时间里，我将会关注一个事情，希望我们开始看到更多面向那些计划拖车和其他东西的Cybertruck用户的推进式超级充电站位置。这只会使体验更好。我觉得每个超级充电站都应该至少有一个推进式充电站。关于Cybertruck的充电口，我知道很多人对位置感到担忧，但是，我相信他们选择把它放在那里而不是不锈钢上有他们的原因。而且我还要补充的是，他们已经在世界各地进行了雪天和寒冷天气的测试，因此他们已经对它进行了测试。不幸的是，我们无法确定它是否为500V配置端口或1000V配置端口，因为从车辆外部看，它们几乎完全相同。但当然，根据我们听到的一切，我们应该期望Cybertruck的NACS拥有1000V配置。

Shifting gears to Project Thailand, we have Chris Zhang saying, Tesla China's Model 3 inventory has been sold out. We'll see what happens. And going to the Tesla China webpage, looking for a new inventory, this is what we see.

转移到泰国项目，Chris Zhang表示，特斯拉中国的Model 3库存已售罄。我们会看看会发生什么。同时，如果在特斯拉中国的网页上寻找新的库存，会看到以下信息。

We also have Wu Wao saying, according to several Chinese media sources, the new Model 3 will be confirmed for release next month. Mass production will officially start in September and will launch volume deliveries in 2024.

我们还得到了吴瓦等人的消息，据多家中国媒体报道，新款Model 3将在下个月正式发布确认。大规模生产将于今年九月正式开始，并将在2024年推出大量交付。

I would just be very careful with this one for Tesla to come out and say and confirm in any way that they're going to start production of a next gen vehicle about a month in advance. That would lead to an Osborne effect. So unless this is a rumor that's leaked from somewhere, I would just be skeptical with this reporting. It may turn out to be true, but let's just wait and see.

我认为特斯拉如果提前一个月宣布将开始生产新一代车辆，就要非常小心。这可能会引起奥斯本效应。因此，除非这是从某个地方泄露的谣言，否则我会对这个报道持怀疑态度。它可能是真的，但让我们先观望一下。

We have Zhao Fan Li on YouTube sharing a shock's recent presentation at the Computer Vision and Pattern Recognition Conference 2023. Our team has shipped the full self-driving Vida software to everyone who has purchased it in the United States and Canada. There's roughly 400,000 vehicles and today they have driven up to 250 million miles on FSD Vida. For context, the last update we got on Tesla's FSD Beta was that by the end of around March this year, it had traveled around 130 million miles. Now all of a sudden, we're up to 250 million miles. So think about that. It took Tesla's FSD Beta two years from March 2021 to March 2023 to travel about 130 million miles. Then in the last two and a half months, we've added another over 100 million miles.

我们在YouTube上有赵凡丽分享最近在计算机视觉和模式识别大会2023上的讲演，我们团队已经向美国和加拿大购买完全自动驾驶Vida软件的人提供了交付。大约有400,000辆车，到今天为止，他们已经在FSD Vida上行驶了2.5亿英里。作为背景，我们对特斯拉的FSD Beta的最后更新是，到今年3月底左右，它已经行驶了大约1.3亿英里。现在突然间，我们增加了超过1亿英里。因此，请考虑一下。特斯拉的FSD Beta需要从2021年3月到2023年3月两年的时间才能行驶约1.3亿英里。然后在过去的两个半月里，我们又增加了超过1亿英里。

And similar on the right side, driving straight and then someone just comes in and cuts us off. It's quite dangerous, but then the system up right away early. The reason why this is different than what you would think that AB systems have been there for since 1980 is what is new about this. I think Tesla is the first component to ship this emergency braking for crossing vehicles to the best of my knowledge. And the reason that crossing objects are harder, unlike vehicles that are in your own lane, is because for crossing objects, you need to know whether they're going to stop in time or not. What are the stop line? Do they have traffic lights?

在右侧也是类似的情况，我们开着车直行，然后突然有人来插队。这是非常危险的，但系统会立即响应。这与AB系统自1980年以来的发展有所不同的原因是它所具备的新功能。据我所知，特斯拉是第一个配备这种关键时刻刹车系统的汽车厂商。与同车道的车辆不同，过路物体更难处理，因为需要知道它们是否能及时停下。它们有过路线吗？它们有交通信号灯吗？

And if they were to turn, which lanes would they turn into? There's a ton of work that needs to happen to understand where the crossing objects would go and likely to go. Do they have room to stop? It's not as simple as just directing a vehicle and having their velocities and things like those. Yeah. Like I said, I believe Tesla is the first company to ship crossing AB. And it's already in customer's hands in the last several months.

如果它们要转弯，它们将转入哪条车道？需要进行大量的工作才能理解穿越物体的行进方向和可能的路径。它们是否有停车的空间？这不仅仅是指向一个车辆并控制其速度等因素那么简单。是的，正如我所说，我相信特斯拉是第一家运送穿越AB技术的公司。这项技术已经在过去几个月中交到了客户手中。

Dojo is our training hardware that we have custom built at Tesla that is starting production next month, essentially. And with that, we think we are on the way to become one of the top compute platforms in the entire world. And we also think that in order to train these foundational models for vision, we need a lot of compute and not just train, compute for training this one model, but compute to try a lot of different experiments to see which models actually work well. And that's why it's super exciting for us to, you know, be in this spot where compute is going to be abundant and it's just going to be modeled by ideas of engineers.

Dojo是我们在特斯拉定制的培训硬件，下个月将开始生产。有了它，我们认为我们将成为全球最顶尖的计算平台之一。为了训练这些基础模型视觉，我们需要大量的计算资源，不仅仅是训练一个模型而已，而是需要计算去尝试很多不同实验，看看哪些模型真正有效。这就是为什么我们感到非常兴奋，因为计算资源将变得十分丰富，并且将由工程师的想法来构建。

And the part is just this is not just being built for the car, but also for the robot. We already have the occupancy networks, for example, and other few other networks all shared between the car and the robot and actually works quite well and generalizes across these platforms. And we want to extend it to all the tasks that we have. You know, like lanes and vehicles, for example, should not be specific to cars. If the robot say happens to walk to the road and looks around, which should understand roads and vehicles and how vehicles move, etc., all of this are just be built for what the platforms and you know, any other future robotics platform that would also need this. Pretty cool stuff. I'll have the full presentation below.

这部分的意思是，该系统不仅为汽车而建，还为机器人而建。我们已经开发了占用网络等网络，这些网络用于汽车和机器人之间的共享，并且真正实现了跨平台的普遍适用性。我们希望将其扩展到所有我们需要的任务上。例如，车道和车辆不应该只适用于汽车。如果机器人走到路上并环顾四周，它应该理解道路和车辆以及车辆的行驶方式等等。所有这些都是为各种平台建立的，包括未来任何需要这些功能的机器人平台。这很酷。完整演示在下面。

I do think it's important to note on a few different occasions, Elon has thrown out a number of miles that may be needed for that real world driving for regulatory approval globally. Of course, it's going to vary region to region, but it's always been in the billions. Many times he's been talking about autopilot miles, which we need to distinguish between FSD beta miles, but with FSD beta at 250 million approaching that one billion mark. And we can see how things are accelerating quickly.

我认为需要注意的是，埃隆在多个场合提到了可能需要的里程数，以获得全球监管机构的批准。当然，地区之间会有所不同，但一直都是以数十亿为单位。他多次谈到了自动驾驶里程，我们需要区分完全自动驾驶测试版里程，但随着FSD测试版的达到2.5亿英里接近10亿英里，我们可以看到事情正在迅速加速。

He's also talked about a six billion mile number, which was in master plan part two. And that had to do with autopilot miles. And March of last year, he also threw out a 10 plus billion miles of vehicle data number. So again, is he talking about FSD beta or autopilot? It's not always clear. But again, they're just guesses and assumptions. So once FSD beta mileage gets over that one billion mile mark, then things could get a little interesting. And one more from summer of last year, billions of miles of training data.

他还谈到了六十亿英里的数字，这是在其第二部分的总体规划中。这与自动驾驶英里有关。去年三月，他还提出了十亿以上的车辆数据数字。这又是在谈论FSD beta还是自动驾驶呢？这并不总是很清楚。但是这些只是猜测和假设。所以一旦FSD beta行驶里程超过十亿英里的标志，事情可能会变得有些有趣。还有去年夏天的一个，数十亿英里的训练数据。

And as Tasha and Ark invest just said, according to their research, they think Tesla's FSD beta is doing 1 million miles every 14 hours. Doing the math at this pace of a million miles every day, that's 583 days to go from zero to one billion FSD beta miles. We get some reporting from some Chinese sources. So there may be some things lost in translation, but the main takeaway is they're now expecting Gigat Mexico up and running in quarter one of 2025. Let's be careful with this one.

正如Tasha和Ark Invest所说的，根据他们的研究，他们认为特斯拉的FSD beta每14小时就能行驶100万英里。按照这种速度，每天行驶100万英里，需要583天才能从零开始达到10亿英里的FSD beta行驶里程。我们从一些中国消息来源得到了一些报道。因此翻译可能有所不准确，但主要的信息是，他们现在预计Gigat Mexico将在2025年第一季度运营。但我们需要小心对待这个消息。

But they said Tesla previously underestimated the difficulty of building a factory in Mexico. And look, it's true. We thought we would have seen the groundbreaking at Gigat Mexico sometime this month. And as far as we can tell, nothing has started yet. As we heard last week, it's being reported again that Tesla is still applying the pressure to its Chinese suppliers to set up shop in Mexico and to do so before 2025 or else.

但他们说特斯拉之前低估了在墨西哥建厂的难度。现在看来，确实如此。我们原本认为这个月会看到Gigat Mexico的开工仪式，但据我们所知，什么也没有开始。上周我们听说，特斯拉再次施加压力，要求其中国供应商在2025年之前在墨西哥设立分厂，否则将会受到惩罚。

And this is coming from the perspective of Tesla's suppliers. They're saying that Tesla's purchase price buying these supplier components in Mexico is about 18 to 20% higher than in China. The cost to make those components is only about 15% higher than in China. Meaning Tesla's suppliers in China may actually make a few extra basis points of margin operating for Tesla in Mexico than in China. Although Tesla's suppliers on the product side in Mexico may have slightly higher margins, they also have some drawbacks to setting up shop in Mexico.

这是从特斯拉供应商的角度来看的。他们称，特斯拉在墨西哥购买这些供应商零部件的购买价格比在中国高18%至20%。生产这些零部件的成本仅比在中国高15%。这意味着，特斯拉在中国的供应商在墨西哥为特斯拉运营可能会获得额外的基点利润。尽管特斯拉在墨西哥的产品供应商可能利润略高，但他们在墨西哥设立工厂也存在一些缺陷。

Things like the average labor rate being slightly higher in Mexico compared to China and the proficiency of industrial workers may not be as good as those in China, plus things like higher overtime pay in Mexico. And some other suppliers in China that have tried to expand their business in Mexico have ran into problems with the local transportation, not finding enough trucks and being forced to ship products by air. All of that to say though, it sounds like most of Tesla's Chinese suppliers are already on board to set up shop in Mexico, citing the growth of Tesla's Mexican factory is predictable and unprecedented. One of the suppliers though that may be holding things up for Tesla, Ning-D times they've apparently given up their plans to build a factory in Mexico, instead they're negotiating a licensing deal with Tesla in the United States.

墨西哥的平均劳动力费用略高于中国，工人技能的熟练度也不如中国，加上墨西哥加班费较高等因素。此外，一些在中国试图扩大业务至墨西哥的供应商也遇到了当地运输的问题，不能找到足够的卡车，被迫通过空运产品。总的来说，这些并不是问题的关键，因为大部分特斯拉的中国供应商已经同意在墨西哥设立工厂，并预测特斯拉在墨西哥的工厂会有前所未有的增长。然而，其中一个供应商可能是特斯拉所面临的问题之一，Ning-D曾经计划在墨西哥建立工厂，但已放弃了这一计划，并改为在美国与特斯拉进行授权协议的谈判。

Last week we saw Texas become the first state to require charging companies to include Tesla's Nax connector to get those federal funds that are now flowing through the state to divvy out. Well, second up on the list, now we have Washington State doing the same thing. The state plans to begin the request for proposals process in the fall.

上周我们看到，得克萨斯州成为第一个要求充电公司包括特斯拉的纳克斯连接器以获取联邦资金的州。现在，第二个州是华盛顿州。该州计划在秋季开始请求提案的过程。

LG Chem said today it started mass production of a next-gen high nickel cathode material made with a single crystal structure. The first output of these single crystal cathodes is said to start in July. LG has said these single crystal cathodes increase energy density in the battery, eventually making an EV perform better by more than 10%. Most importantly, just something to keep in mind, these single crystal cathodes will be used in pouch and cylindrical cells, including the next generation 4680 batteries.

LG Chem今天宣布开始大量生产采用单晶结构制造的下一代高镍正极材料。据称，这些单晶正极的首批产量将从7月开始。LG表示，这些单晶正极可以提高电池的能量密度，最终让电动汽车性能提高超过10%。更重要的是，需要注意的是，这些单晶正极将用于袋式和圆柱形电池，包括下一代4680电池。

Aston Martin and Lucid have agreed to a deal. Aston Martin will give Lucid a 3.7% stake in their company, in return they'll get access to Lucid's high performance tech. Between the cash and the shares that Lucid will get, it's about $232 million of compensation. Aston Martin is planning its first EV in 2025 and it sounds like they'll be using Lucid's electric powertrains and battery systems.

阿斯顿·马丁(Aston Martin)和Lucid已经达成协议。阿斯顿·马丁将向Lucid出售其公司3.7%的股份，作为回报，他们将获得Lucid的高性能技术。在Lucid将获得的现金和股票之间，赔偿金额约为2.32亿美元。阿斯顿·马丁计划在2025年推出其首款电动汽车，看起来他们将使用Lucid的电动动力传动系统和电池系统。

There was a media event for GM's Chevy Silverado. Two main news items, one they have scrapped the $40,000 price tag for their entry level Silverado EV. And they don't expect to have Tesla's Nax charger on a Silverado EV until 2025. It's just going to be an adapter sometime early in 2024. Now impressively, the Chevy Silverado 4WT, the work truck that sadly is only for fleet customers of GM that starts at about $78,000 will have 450 miles of range and Kyle from out of spec is estimating it has around a 210kWh pack.

通用公司举行了雪佛兰Silverado的媒体活动。主要有两个新闻，其中一个是他们放弃了入门级Silverado EV的40,000美元价格标签。另一个是他们预计直到2025年才会在Silverado EV上使用特斯拉的Nax充电器，到2024年初才会推出适配器。令人印象深刻的是，仅适用于通用公司客户的工作卡车Chevy Silverado 4WT，起价约为78,000美元，将具有450英里的续航里程，而来自Out of Spec的Kyle估计其电池组容量约为210kWh。

And this is what I've been curious to see how it's going to unfold. When all of these other companies implement Nax charging, are they going to have their own branded chargers using the Nax or will they somehow be working with Tesla for actual Tesla branded supercharger locations.

我一直很好奇的是，当所有这些其他公司开始实施Nax充电时，他们会使用自己的品牌充电器使用Nax，还是他们将与特斯拉合作实际上使用特斯拉品牌的超级充电站。

GM is saying they're considering installing Tesla compatible Nax chargers at dealerships. Those new GM chargers are likely to carry the Altium Charge 360 brand. So the big question becomes what type of quality control will these GM and Ford and all of the other third party charging stations using Nax actually have. And will the plug and charge experience for Tesla owners at these other sites be as seamless as it is at a supercharger? We'll see.

GM表示他们正在考虑在经销商处安装与特斯拉兼容的Nax充电器。这些新的GM充电器可能会使用Altium Charge 360品牌。因此，最重要的问题是这些使用Nax的GM和福特以及所有其他第三方充电站的质量控制会是什么样子?在这些其他站点，特斯拉车主的插头充电体验是否像超级充电器一样无缝顺畅？我们拭目以待。

Because yes, GM also said it has an opportunity to partner with Tesla in developing future locations for EV chargers. GM and Element 25 just signed a deal for a $290 million facility in Louisiana to produce battery grade manganese sulfate production expected 2025. Element 25 plans to use manganese concentrate mined in Australia. Of the total project amount, GM is giving a loan of $85 million. Honestly though, good for GM, this is expected to be the first plan in the United States to produce battery grade manganese sulfate. And for the future of LFP tech and LFP tech, this of course is a great thing.

因为通用汽车公司（GM）表示它也有与特斯拉合作开发未来电动车充电站的机会。GM和Element 25刚刚签署了一项价值2.9亿美元，在路易斯安那州建造生产电池级锰硫酸盐的设施，预计于2025年投产。Element 25计划使用在澳大利亚采掘的锰浓缩物。总项目金额中，GM提供了8500万美元的贷款。说实话，这对GM来说是一件好事，预计这将是美国首个生产电池级锰硫酸盐的计划。当然，这对LFP技术和LFP技术的未来来说是一件好事。

We've talked in the past about how there will be consolidation in the Chinese EV market, not all companies that we're playing in that space are going to succeed ultimately. Ford's EV sales have flopped in the market, they're completely rethinking their China strategy, VW has yet to have a model rank among the top 10 best selling EVs. And NIO's declining sales this year have dropped their margins for new cars to 5% in the first quarter compared to 18% last year. Now NIO's CEO is saying they don't expect to break even until at least the end of 2024 after cutting prices by over $4,000 earlier this month. That from the company that said they wouldn't cut prices in response to Tesla not giving into the price war as well a couple weeks later and they did exactly what they said they wouldn't.

我们在之前谈到过，中国电动汽车市场将会出现整合，不是所有在该领域参与的公司最终都将成功。福特的电动汽车销售在市场上失败了，他们正在彻底重新考虑中国的战略；大众还没有一款车型进入销量前十的电动汽车中。而NIO今年的销售下降导致第一季度新车毛利率降至5%，去年同期为18%。现在NIO的CEO表示，他们预计至少要到2024年底才能实现盈亏平衡，而在本月早些时候，他们已经降价超过4000美元。这就是曾表示不会参与价格战的公司，但几周后却做了他们自己曾否认的事情来应对特斯拉的价格战。

You can find me on Twitter at dillandlumis22. 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.

你可以在 Twitter 上找到我，帐号是 dillandlumis22。希望你们今天过得愉快。如果你们喜欢这个视频，请点个赞。也要特别感谢所有资助我的 Patreon 支持者。