"No One Is Even Close" - Surprising Source / Rawlinson Rattled / GM Acquisition ⚡️
发布时间 2023-06-30 22:43:12 来源
摘要
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Misha's video: https://www.youtube.com/watch?v=ot8zw9UKdgY&ab_channel=MishaCharoudin
Craig Irwin interview: https://www.youtube.com/watch?v=EYWI15HNUSQ&ab_channel=YahooFinance
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00:00 - Giga Texas Snapshot
00:38 - Japan
1:10 - Misha Charoudin on Plaid Track
2:38 - Only Tesla Lol
3:14 - Birdseye View?
4:27 - Tesla Job Listings
5:04 - JD Power on the SuC Network
6:02 - One of My Physical Goals (AG1)
7:33 - Q2 Deliveries
8:44 - Toyota vs Tesla
10:45 - Pew Research
11:51 - Rawlinson Rattled
13:08 - GM Acquisition
13:54 - XPENG G6
14:18 - Announcement
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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.
#Tesla #PeterRawlinson #TeslaNews
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中英文字稿 
Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my newest patrons, John D and William F. Thank you for choosing to support the channel.
欢迎来到Electrified，我是你的主持人Dylan Loomis。特别感谢我的最新赞助人John D和William F。感谢你们选择支持这个频道。
First up today, we have Joe Tett-Mayer sharing some images of something under wraps. So let's let the speculation fly. I guess this was being delivered to Gigatexis. That's the word. And at first glance, you think cyber here, cyber there. And then what's going on over here? So let me know below. What do you think we're looking at? And here's a different angle for you to examine. I'm not going to share my guesses. I will leave mine down in the comments only after I see what you guys think this is.
今天首先，我们有Joe Tett-Mayer分享一些被包裹着的东西的图片。让我们开始猜测吧。我猜这是被送到Gigatexis的东西。这是我的猜测。乍一看，你可能会认为这是关于网络的，遍地都是网络的东西。然后这边发生了什么？所以请在下方告诉我。你认为我们在看什么？这是另一个角度供你观察。我不会分享我的猜测，只有在看到你们对此的想法之后，我才会在评论中留下我的猜测。
We have Family Mart becoming the first convenience store in Japan to host a Tesla Supercharger, which is cool, but I'm really sharing this because given all of the recent announcements for Nax, I would expect more shop owners, convenience store owners to start looking into hosting a Supercharger in the United States and North America. And on that front, hopefully in the next week or two, I'm going to have a little segment of an interview with somebody has done exactly that with some cool insight into how the process works. So stay tuned.
Family Mart成为日本第一家拥有特斯拉超级充电站的便利店，这很酷，但我之所以分享这个消息，是因为最近有很多有关Nax的公告，我期望更多的商店和便利店业主开始考虑在美国和北美地区设立超级充电站。在这方面，希望在接下来的一两周内，我将会有一个小的访谈片段，其中的受访者就是一个实际进行了这个过程的人，他将分享关于这个过程的一些有趣见解。敬请关注。
We have Misha Sherudin, who has a very big auto following on different social medias. He was talking about the Model S plaid at the track at the Nurburgring saying without the track pack, it really wasn't up to snuff. But now he has somewhat of an apology for Tesla. So in short, the track pack delivers. And I know the masses may not be interested in this high performance, high price range tech, but it's cool for Tesla to impress performance enthusiasts and to develop a great brand reputation in those circles to keep pushing the limits of battery tech and breaking stereotypes of what an electric car can do. So yeah, I think it's cool to keep up with this stuff. Plus it's just fun to watch the plaid rip around these cars like they're standing still.
我们有Misha Sherudin，他在不同的社交媒体上拥有庞大的汽车追随者群体。他在纽博格林赛道上谈到了Model S Plaid，并表示没有赛道套装，它实际上并不符合要求。但现在他对特斯拉有种类似的道歉。简而言之，赛道套装是有效的。我知道大众可能对这种高性能、高价格范围的技术不感兴趣，但对特斯拉来说，能够打动性能爱好者、发展一个伟大的品牌声誉并不断推动电池技术的极限并打破电动汽车的刻板印象是很酷的。所以对我来说，跟上这些东西是很酷的。再加上，看着Plaid像它们静止一样飞快地穿梭在这些车辆之间也非常有趣。
This one is kind of funny, but could also be seen as kind of a slap in the face for the owners involved. We know Tesla stopped the right hand drive Model S and X in select markets, but they're still delivering left hand drive model SNX variants in the UK. And apparently with those deliveries, they're now including a new Tesla product, the Reacher. So for owners driving these left hand drive vehicles in right hand drive locations, they now have the ability to reach across the passenger seat with this little tool from Tesla to grab whatever a drive through or ticket something like that. I mean, only Tesla, right?
这件事有点有趣，但也可以看作是对涉及所有者的一种侮辱。我们知道特斯拉在选择的市场停止了右驾驶的Model S和X，但是他们仍然在英国提供左驾驶的SNX车型变种。显然，这些交付中，他们现在还包含了一种新的特斯拉产品，名为"Reacher"。所以对于在右驾驶位置驾驶这些左驾驶车辆的车主来说，他们现在可以使用特斯拉的这个小工具来越过乘客座椅抓取任何通过或车票之类的东西。我是说，只有特斯拉才会这样做，对吧？
Not a Tesla app in the latest.22.5 release notes, you can see this new camera multi view and it's labeled grid. So the thought is there may be the ability to view multiple camera angles at once. People are naturally getting excited about a potential 360 bird's eye view, but as far as I can tell, there may still be a patent on that technology. I know multiple other automakers have it, but it could be a component supplier that actually somehow has the patent. I haven't cracked that code yet, let me know if you know below, but the word on the internet is that maybe expiring sometime this summer, so I guess we'll wait and see. At the very least though, this would lead us to believe the ability to view multiple camera angles at once in one view should be coming soon. For what it's worth, there's also speculation out there that Tesla's lack of camera on the front bumper is what's really limiting the full bird's eye view that the front camera module behind the rear view mirror isn't enough. But as we just saw with the Cybertruck and hardware 4, it looks like we might be getting that front bumper camera, so could we finally be getting a bird's eye view? There's at least a non-zero chance.
在最新的.22.5版本说明中并没有提到特斯拉应用程序，但你可以看到这个新的摄像头多视图，并且标有网格。所以有人认为可能有能力同时查看多个摄像头角度。人们自然对可能的360度鸟瞰图感到兴奋，但据我所知，这项技术可能仍然受到专利保护。我知道其他多个汽车制造商已经使用了类似技术，但可能是某个零部件供应商实际上拥有该专利。我还没有解码这个问题，如果您知道，请在下方告诉我，但网络上的消息是，该专利可能会在今年夏天某个时候到期，所以我们将等待并观察。但至少我们可以认为，能够同时查看多个摄像头角度的能力应该很快就会到来。就价值而言，也有一种猜测称特斯拉前保险杠上没有摄像头，这才是限制完整鸟瞰图的真正原因，因为后视镜后面的前摄像头模块还不足够。但正如我们刚刚在塞博特卡车和硬件4上看到的那样，看起来我们可能会得到前保险杠摄像头，那么我们最终是否会得到鸟瞰图呢？至少有一定的机会。
Tech AU on Twitter found one of these job listings on the Tesla careers page 4 vehicle operator. You can see two here in New Zealand. But as you change the location, there are a few others as well. Here's one in Japan. We have four in Australia, we have two in the Republic of Korea, and one more in Taiwan. Here's one of those listings in New Zealand you can see the goal to accelerate vehicle level data collection and to help drive improvement of Tesla's autopilot system. So this global rollout paired with Dojo now looming, exciting times ahead.
Tech AU在Twitter上发现了特斯拉职业页面上关于车辆操作员的一项招聘信息。在新西兰有两个职位空缺。但是如果你改变地点，还有一些其他职位。这是在日本有一个职位。我们在澳大利亚有四个，韩国有两个，台湾还有一个。在新西兰有一个职位，你可以看到其目标是加速车辆级数据收集，并帮助推动特斯拉自动驾驶系统的改进。所以这个全球推广再加上Dojo即将到来，未来充满了激动人心的时刻。
We don't need to spend much time here, I think most of us are already well aware of the fact that Tesla's supercharger network is significantly more reliable than competitors. It's just now we have J.D. Power saying as much. But some stats you may not know, 21.6% of EV drivers visiting non-Tesla public charging ports in the first quarter this year were unable to charge their vehicle, compared that to Tesla's failure rate at 3.9%. And J.D. Power said, when it comes to reliability, no other provider is even close to Tesla. If you're thinking to yourself, wait Dylan, I thought you said Tesla's supercharger network was 99.9% uptime. It is, it's just Tesla has a different methodology for calculating that number than J.D. Power has for this survey.
我觉得我们不需要在这里花太多时间，大多数人都已经很清楚特斯拉的超级充电网络比竞争对手可靠得多。现在J.D. Power也这么说了。但你可能不知道的是，今年第一季度，21.6%的电动车主在非特斯拉公共充电站无法给车辆充电，而特斯拉的故障率只有3.9%。J.D. Power称，在可靠性方面，没有任何其他供应商能与特斯拉相提并论。如果你想问，那迪伦，我记得你说过特斯拉的超级充电网络可用率是99.9%。没错，是的，只是特斯拉使用了与J.D. Power在这项调查中不同的计算方法。
I'm still out here hoping that the infrastructure law will drop the requirement to have CCS ports at these stations to get that federal funding. I'm kind of expecting it to happen, but I'm definitely not holding my breath. One of my physical goals right now is to dunk again. Most importantly though, it's to get my health back. One day soon, hopefully I'll tell you the full story, but for now I'll leave it at this. Don't ever take your health for granted. That's part of why I'd still encourage you to check out AG1, the sponsor of this video. Having spent time in the fitness industry, it's one of very few brands I can have confidence in. The first is on the advisory team, it's part of Lex Friedman's daily routine, the ingredient list with over 75 vitamins, minerals and probiotics is stellar and well-dosed in my humble opinion. And you can actually trust your getting what's on the list because it's independently certified and tested, which I'll tell you is not a given these days.
我仍然希望基础设施法案能够放宽对这些站点要求安装CCS端口以获得联邦资金的限制。我有点期待这会发生，但我绝对不抱太大希望。目前我在身体上的目标之一是再次扣篮。然而最重要的是，是恢复我的健康。希望不久的将来，我能告诉你完整的故事，但暂时就这样。永远不要对自己的健康视而不见，这也是我仍然鼓励你去了解这个视频的赞助商AG1的原因之一。作为一个在健身行业已经花费了一段时间的人，我对它是极少数我有信心的品牌之一。首先，它有一个顾问团队，是Lex Friedman日常生活的一部分。75多种维生素、矿物质和益生菌的成分清单在我看来是非常出色和适量的。而且你实际上可以相信你得到的是清单上的东西，因为它经过独立认证和测试，这在如今并不常见。
I'm pretty far down the tendon rabbit hole right now as I'm nursing an Achilles injury, and when you understand how complex our bodies are, it always serves as a reminder for me to feed it to the best of my ability so it has the nutrients it needs to work properly. And most of us get off track with our diets, whether it's working too much, traveling or enjoying the finer things in life. AG1 can serve as a quick and easy option to maintain a baseline of daily nutrition in these seasons. And I don't mention taste much because it's subjective, but for what it's worth, I can genuinely sip this with nothing added and enjoy it. I've tried five or six different nutritional drinks and most of them require me holding my breath. So if you want to check it out, you can use my link below and get five travel packs and a one year supply of vitamin D3K24 free. It's a great way to support the channel and your health at the same time. Enjoy.
我现在正在深入了解关于肌腱的知识，因为我正在治疗跟腱受伤。当你了解到我们的身体有多么复杂时，它总是提醒我尽力为它提供所需的营养，以便它能够正常运作。我们大多数人都会在饮食方面偏离轨道，无论是工作过多、旅行或享受生活中更好的事物。AG1可以作为在这些时期维持每日营养基准的一种快捷简便选择。至于口感，我不太提及，因为这是主观的，但就我个人而言，我可以只喝这个而不加任何东西来享受它。我已经尝试过五六种不同的营养饮料，其中大多数都让我不得不屏住呼吸。所以如果你想试试，你可以使用我下面的链接，免费获得五个旅行包和一年的维生素D3K24补给。这是支持频道和同时保持健康的绝佳方式。享受吧。
I think it's been now the last 13 quarters when Tesla has released its quarterly production and delivery numbers on the second of the month. So that means this coming Sunday Tesla is set to do just that. It's usually around 9am Pacific time, which is 12 Eastern. For the expectations, here's the company compiled delivery consensus. Looking at second quarter 2023, you can see the number 446,823 looking at the median 444.6,000. For reference, deliveries in quarter one were over 422,000 and production was over 440,000. At the time of recording, Troy's most recent public number was 441,000, but he updated it on Patreon and I won't give away that number. I'll just tell you it's higher, closer to the analyst expectations. And just a reminder, from a long term perspective, these quarterly beats or misses really don't matter. But honestly, I do enjoy them. I look forward to them. I like watching everybody's reaction because Wall Street definitely will react one way or another. But again, in the long run, it doesn't really matter.
我认为现在已经过去了13个季度，特斯拉每个月的第二天发布季度生产和交付数据。因此，这意味着本周日特斯拉将再次发布数据。通常是在太平洋时间上午9点，东部时间下午12点。关于市场预期，以下是公司编制的交付共识。从2023年第二季度来看，你可以看到数字446,823，中位数为444.6万。参考一下，第一季度的交付量超过了422,000，生产量超过了440,000。在录制这段视频时，特洛伊最近公开的数字是441,000，但他在Patreon上更新了这个数字，我不会透露具体数字，只告诉你它更高，接近分析师的预期。只是提醒一下，从长期来看，这些季度数据的超预期或未达预期并不重要。但老实说，我喜欢它们，期待它们。我喜欢看大家的反应，因为华尔街肯定会有各种反应。但从长远来看，这并不重要。
I don't want anybody new here getting duped with this new interview from Craig Irwin because he was actually pretty complimentary of Tesla, but he also said this. You know, I look at Tesla. I say it's egregiously overvalued, but man, what a fantastic pioneer to drive this industry forward.
我不希望这里有任何新人在看到克雷格·欧文的这次新采访时被蒙骗，因为他对特斯拉实际上表示了赞赏，但他也说了这样的话。你知道的，我看着特斯拉，我说它被严重高估了，但是，哇，这可真是推动这个行业前进的一位了不起的先驱。
There you have it. He thinks Tesla is egregiously overvalued, but let me just remind you of what else he has said. Craig, what do you think fair value is for this company right now? Shouldn't be worth more than Toyota. So I think something well below 100, my price target's 85. Your price target's $85. We're $176 today. I don't believe Tesla's worth more than a company like Toyota sells almost an order of magnitude more vehicles than they do. There's nothing you don't buy the argument that Tesla ultimately could turn out to be way more than a classic automobile company. I think those are false arguments.
这就是他的观点。他认为特斯拉的估值过高，但让我提醒一下他还说了什么。克雷格，你认为这家公司现在的公平价值是多少？不应该比丰田公司更值钱。所以我认为应该远低于100美元，我的目标价是85美元。你的目标价也是85美元。而我们今天的股价是176美元。我不相信特斯拉的价值会超过丰田公司，后者销售的汽车数量几乎是特斯拉的数倍。我认为那些认为特斯拉最终可能成为超越传统汽车公司的论点是错误的。
So the self-driving capability is something that consumes power. If you're going to have level four with technology that's on the drawing board today, you're going to consume just as much power for the actual ADAS system itself as you would for the drivetrain. The thing about cutting the miles you can drive in half, that's actually also fairly expensive to operate and the technology's not there. It's not safe enough. There's a lot of other things people like to point to, software, et cetera. I don't think Toyota can't do that. There's no reason for us for Daimler or someone else can't do that. These are the times, folks, when you say, tell me you don't know what you're talking about without telling me. But honestly, what was he talking about with that power draw situation, expecting Tesla to implement some new hardware that's going to cut the range in half in order to get to level four? Tesla already has all the hardware it needs in the car to get to level five. At least that's what they've told us publicly. And yes, I'm well aware you can argue that hardware three won't be good enough. Plenty of people do. Ultimately, only time will tell, but I think you get my point. Tesla is not like the others, Craig. Tesla has elite efficiency.
因此，自动驾驶能力是消耗能量的。如果今天的技术要实现四级自动驾驶，ADAS系统本身所消耗的能量将和动力系统相当。关于将可行驶里程减半的问题，这实际上也非常昂贵且技术还未成熟。还不够安全。人们喜欢指出其他很多问题，比如软件等。我认为丰田并不无法做到，戴姆勒或其他人也有能力做到。这些时候，当你在说话时无法说明问题时，人们会这么说。但是，老实说，他一提到那个耗电情况，期望特斯拉实施一些新硬件来将续航里程减半以实现四级自动驾驶，他在说什么呢？特斯拉已经在车上拥有实现五级自动驾驶所需的所有硬件，至少这是他们公开告诉我们的。是的，我很清楚你可以争论硬件3是否足够好。最终只有时间能证明，但我想你明白我的观点。特斯拉与其他公司不同，克雷格。特斯拉拥有精英效能。
The Pew Research Center put out its latest poll, surveying 10,300 US adults conducted at the beginning of June. Context, 74% of Americans support the country's efforts to reduce the effects of climate change. 67% of adults prioritize developing alternative renewable energy. But there is one topic under that umbrella that America is disapproving of more than they did just two years ago. That one of course is the idea to phase out gas cars and trucks by 2035. Now 59% of Americans don't support that. Just two years ago, that number was 51%. And if for some reason you needed an argument to understand why all of these NACS announcements are such a big deal, well, outside of the EV bubble, most of the rest of the world still thinks the infrastructure is not being deployed fast enough and Americans are not confident the government and these companies can get it done properly. So it's data like this that just reminds me how much educating we still have to do about home charging and range in the supercharger network and all of the things we talk about.
皮尤研究中心发布了最新民意调查，调查了在六月初进行的10,300名美国成年人。背景是，74%的美国人支持国家减少气候变化影响的努力。67%的成年人将发展可替代的可再生能源作为重点。但在这个范畴下有一个议题比两年前更不受美国人支持：到2035年逐步淘汰汽车和卡车。目前有59%的美国人不支持这一想法，而仅仅两年前，这个数字为51%。如果你需要一个理由来理解为什么所有这些新兴汽车公司的宣布如此重要，那么在电动汽车圈之外，世界其他地方大多认为电动汽车基础设施部署速度仍不够快，而美国人对政府和这些公司能否妥善完成工作没有信心。因此，正是这样的数据让我想起我们仍然需要在家庭充电、续航里程以及超级充电站网络等方面做大量教育工作。
Speaking of that, we get some pretty interesting comments from Peter Rawlinson about Tesla and the NACS. Talking about all of the hoopla around these NACS announcements, Peter said, what we're really comparing is, is it a screw cap or is it a cork on the bottle? Not the quality of the wine. It's rather bizarre. Now despite that, he still said Lucid would probably adopt the NACS. We talked about the voltage limitations and why I'm kind of giving Lucid some grace here. But then he also said, if you've got the most advanced technology in the world, you're a bit reluctant to risk that. And there's some truth to that even in Rose still says that Lucid has some of the best drivetrain components and systems on the market. But this right here I do think is one of the most important things and honestly no one's really talking about it. He said, whoever controls this, talking about the charging network and the standard, if it isn't an open impartial standard, meaning if it's owned by one company, Tesla, meaning Tesla has access to all of that consumer data, it's who owns that data and making it genuinely open sourced that would worry me. So kind of a double edged sword cutting both ways. Rawlinson also believes government funding for charging infrastructure ought to be directed to slower charging overnight. Some things to chew on at the very least.
说起这个，我们从彼得·罗林森对特斯拉和NACS的评论中得到了一些非常有趣的评论。谈到所有关于这些NACS公告的喧闹，彼得说，我们真正比较的是，瓶子上是螺旋盖还是软木塞？而不是葡萄酒的质量。这相当奇怪。尽管如此，他仍然说，Lucid可能会采用NACS。我们讨论了电压限制，以及为什么我在这里对Lucid有些宽容。但他还说，如果你拥有世界上最先进的技术，你可能不太愿意冒险。罗斯甚至说，Lucid在市场上拥有一些最好的动力传动组件和系统。但是，我认为这是其中最重要的事情之一，老实说，没有人真正谈论它。他说，谁控制这个，指的是充电网络和标准，如果它不是一个公正开放的标准，也就是说，如果它被一个公司所拥有，比如特斯拉，也就是说特斯拉可以访问所有那些消费者数据，那就是谁拥有那些数据，并且使其成为真正的开源，这会让我担忧。这是一把两刃剑，两面都割。罗林森还认为，政府对充电基础设施的资金应该用于较慢的夜间充电。总之，有些东西值得思考。
Today GM announced an acquisition of an Israeli company Algalean. Effectively GM has bought all of the assets of this battery software startup. This company uses data streams from ED battery management systems to identify anomalies in cell performance to ensure proper vehicle health management and to detect battery hazards like propagation events, thermal runaway. They probably wish they had that tech for all those Chevy bolt fires.
今天，通用汽车宣布收购了以色列的Algalean公司。实际上，通用汽车买下了这家电池软件初创公司的所有资产。这家公司利用ED电池管理系统的数据流来识别电池性能异常，确保汽车健康管理，并检测电池危险，如传播事件和热失控。他们可能希望拥有这项技术来防止雪佛兰电动车的火灾事件。
Rivian has a new chief communications officer coming recently from meta. But yes, she also served as the vice president of communications at Tesla at Rivian. She'll oversee product, consumer, internal and corporate communications. And she also spent time at Apple. Pretty decent resume.
Rivian最近聘请了一位新的首席传媒官，她曾就职于meta公司。此外，她也曾在Rivian任职特斯拉的传媒副总裁。她将负责监督产品、消费者、内部和企业传媒工作。而且她还曾在苹果公司工作过。可以说她的履历相当不错。
Xbong, the EV maker, Chinese EV maker, surging today after it launched its new G6 Coupe SUV in China, coming in at just under $29,000. That's below the price for Tesla's Model Y, which is currently around $30,000 in China and analysts were positive here on the pricing strategy for this new vehicle. Just putting it on your radar as a vehicle to watch in the months to come.
中国电动汽车制造商Xbong今天推出其新款G6 Coupe SUV，售价略低于29000美元。这一价格低于特斯拉的Model Y在中国目前的价格，后者约为30000美元。分析师对这款新车的定价策略持积极态度。将其提醒给你，这是一个未来几个月值得关注的车型。
One more reminder for next week, no video on the fourth on Tuesday, Monday and Wednesday up in the air, plenty of friends and family in town want to be available to see them. I never get to, so I'm going to try to make a video. But if I don't, again Monday and Wednesday, that's why.
下周再提醒一次，周二没有视频，周一和周三还不确定，因为很多朋友和家人都在城里，我希望有时间和他们见面。通常我都无法见到他们，所以我打算尝试做一个视频。但是如果我做不到，就是因为周一和周三一直都会有事。
So with that, if I don't talk to you on Monday, hope you all have a wonderful, safe and enjoyable weekend and 4th of July. Don't forget, check out AG1 linked below. Please like the video, if you did and a huge thank you to all of my Patreon supporters.
所以，如果下周一我没有与你们交谈，祝你们度过一个美好、安全和愉快的周末和七月四日。别忘了点击下方链接查看AG1。如果你喜欢这个视频，请给它点赞，衷心感谢我所有的Patreon支持者。