ARK: 90% Tesla Take Rates / Toyota Is Lost / Tesla Electric Expanding ⚡️

Welcome to electrified. It's your host Dylan Loomis. Quick shout out to my newest patron Mike K Thank you for choosing to support electrified.

欢迎来到电动世界。我是你的主持人迪伦·卢米斯。特别感谢我的最新赞助人迈克·K，谢谢你选择支持电动世界。

Let's kick off this video with some quick speculation from Joe Tettmeyer. He said the rumor is employees are working the Cybertruck lines today, but he could not confirm and dirty Tesla said someone sent me a very cool Cybertruck video for my birthday, but he couldn't share it and then Tesla Phoenix shared this screenshot saying ramp up starting Monday for the Cybertruck

我们让乔·泰特迈尔先生开启视频，进行一些快速的猜测。他说有传言称今天员工们正在生产Cybertruck，但他无法确认，而且Dirty Tesla说有人在我生日时发送给我一段非常酷的Cybertruck视频，但他不能分享。接着，Tesla Phoenix分享了这个屏幕截图，表示Cybertruck的生产将于下周一开始加速。

It's like a ghost town in the factory right now And if you've been around the channel you will have seen that picture of the Cybertruck production line at Gigatexas being up and running to some degree So none of this really should be a surprise.

现在工厂里就像是一个鬼城。如果你关注了这个频道，你应该已经看过Cybertruck在Gigatexas工厂开始运作的照片，所以这些都不应该让人感到惊讶。

And the last bit of speculation leaked video of the secret Tesla van prototype designed for Elon's Vegas loop from inside the boring company's Las Vegas headquarters Yes, I agree this thing looks ridiculous I have no idea what it actually is if anything, but did one at least point out there is a Tesla steering wheel on it Along with a Tesla like screen right behind it.

最后一部分的猜测泄露了一段关于特斯拉秘密货车原型的视频，该原型设计是为埃隆的拉斯维加斯环线项目，视频是在无聊公司位于拉斯维加斯总部内拍摄的。是的，我同意这东西看起来很荒谬，我实际上不知道它究竟是什么，如果有的话，但至少有人指出它上面有特斯拉的方向盘，并紧随其后是一个类似特斯拉的屏幕。

So yeah, I understand why there's some excitement around this But yeah, even if this is a very early prototype I think we can do better than this could that be a very early version of something like this? Sure Tesla and Elon have talked about it in the past and it would make a lot of sense for a company like the boring company But for now in my book, it's pretty close to a nothing and for people thinking this is the Tesla van I'm not one of them.

所以，我理解为什么会有一些兴奋的情绪。但是，即使这只是一个非常早期的原型，我认为我们可以做得更好。这可能只是一个非常早期版本的类似物吗？特斯拉和埃隆都曾谈到过这个，对于像The Boring Company这样的公司来说，这是有道理的。但在我看来，现在它几乎算不上什么，对于那些认为这是特斯拉货车的人，我不是其中之一。

I think Matt Smith brings up a really good point here talking about Rivians negative 81% gross margins right now I think a lot of people just think because Tesla did what it did that the Rivians and Lucids kind of have the path laid out of what they need to do But executing is an entirely different story and the truth is Tesla never really had gross margins to the extent that Rivian and Lucid do going back into the archives Tesla quarter two two thousand and twelve when the Model S was just getting started Automotive gross margin was nine percent quarter to 2011 Automotive gross margin was at a record 22% skipping ahead Q2 2014 non-gap automotive gross margin 26.8% Q2 2016 automotive gross margin 23.1% I think you get the picture this is worthy of a deeper dive one day in once some of the projects I'm working on are in a more stable position then I'll have some more time to dive in in arc invest weekly newsletter They were talking about potential take rates for autonomous ride-hailing companies Previously they were expecting Tesla maybe to be in the neighborhood of taking about 60% of any gross revenue That's generated from a Robotaxy platform now They're saying that number could be higher somewhere in the neighborhood of 80 to 90% of what Tesla takes Leaving that 10 or 20% for the people bringing their cars into the network their previous assumption was taking Ubers roughly two dollars per mile mark then Tesla could pay the customer or the owner of a Robotaxy between 20 to 30 cents per mile at scale Leaving about a dollar seventy four Tesla to capture Arc cited some new research. they did not consider before talking about cohesion transaction cost principles simple takeaway Marketplace is set fees based on the transaction costs they obviate or remove Autonomous ride-hail operators should be able to curtail execution costs mainly the cost of finding a good driver I'll put the research below but just a new number two keep in mind in case for some reason You still need to hear it Elon said autonomy is an insanely big deal. That's what really matters the Tesla China weekly sales numbers came in at 3200 just to show you a few of the recent week ones in new quarters back in Q4 2200 week one Q1 this year 2100 week one Q2 6900 and here we are today

我认为Matt Smith在这里提出了一个非常好的观点，谈论到Rivian目前的负81%毛利润。我认为很多人只是认为，因为特斯拉做到了它的所作所为，Rivian和Lucid也有了他们需要做的事情的路径。但是执行是完全不同的一回事，事实是特斯拉从未真正拥有过像Rivian和Lucid现在拥有的毛利润，回顾特斯拉2012年第二季度，当Model S刚刚起步时，汽车毛利率为9%，2011年第二季度汽车毛利率创纪录的22%，跳到2014年第二季度的非符合规定的汽车毛利率是26.8%，2016年第二季度汽车毛利率为23.1%。我想你明白了这是值得深入探讨的一天，一旦我正在进行的一些项目变得更加稳定，我会有更多的时间来深入研究。在ARK投资的周报中，他们谈到了无人驾驶租车公司的潜在接受率。以前，他们希望特斯拉可能占据大约60%的毛收入。由机器人出租车平台产生，现在他们说这个数字可能更高，大约占特斯拉收益的80%到90%，留下10%或20%给将其汽车加入平台的用户。他们之前的假设是Uber大约每英里收费2美元，那么特斯拉可以支付机器人出租车的车主每英里20到30美分的费用。留下约1.74美元供特斯拉捕获。ARK引用了一些他们以前没有考虑过的最新研究，谈论到了协同交易成本原则，简单来说，市场设置费用基于消除或减少的交易成本，自动驾驶租车运营商应该能够减少执行成本，主要是寻找一个好司机的成本。我会在下面放上这项研究，但这只是一个新的数据，如果你仍然需要听到它，埃隆说自动驾驶是一个极其重要的问题。这才是真正重要的事情。特斯拉中国每周销售数量为3200辆，让你看看最近几个新季度的几个周：2014年Q4的第一个周销售数量为2200辆，今年Q1的第一个周销售数量为2100辆，Q2的第一个周销售数量为6900辆，而现在我们的销售数量是 ...

So if anything week one of quarter two was more of an outlier on the high side then this number being an outlier on the low side Cuz it's really not and the question should be posed. What's going on with model 3 production in China? Are the line shut down? Are they being upgraded? We really don't know.

所以，如果说季度二的第一周相对来说更倾向于高位的异常值，那么这个数字相对低位的异常值实际上并不是什么大问题，而且我们应该提出一个问题，即中国的Model 3生产出了什么问题？生产线是否处于停工状态或者正在进行升级？我们实际上并不清楚。

And just to touch on the rumors that Tesla has set the price for the next generation More affordable vehicle saying it's going to be between 22 and 25,000 now sure it'll probably fall in that range But let's not forget the cyber truck is entering production here in a matter of weeks And we still don't know the price of that vehicle. So for us to sit here and think that Tesla has a locked in a price for a vehicle that may not enter production until 2025 Seems unlikely to me.

只是来谈一下有关特斯拉下一代更平价汽车价格的传言，说它将在22,000-25,000之间，现在确实可能会在这个范围内，但我们也不要忘记，Cybertruck即将在几周后投产，而且我们仍不知道那辆车的价格。所以，我们坐在这里认为特斯拉已经确定了一辆可能直到2025年才投产的车的价格，对我来说似乎不太可能。

Shout out to a community member of ours for sharing this video of him trying out his Vessie's in Iceland Waterfalls, here we go completely dry. I won't share your name, but you know who you are true story all of you that have reached out sharing that you bought some Vessie's have given great reviews and some of you plan on buying some more Which of course is the goal share products and services some of you guys will find valuable helpful and enjoyable.

向我们社区的一位成员大喊一声，感谢他分享了他在冰岛瀑布中使用 Vessie 的视频，完全不湿。我不会透露你的名字，但你知道自己是谁，这是一个真实的故事，你们中的所有人都对购买 Vessie 的一些建议给出了很好的评价，而且有些人计划再购买一些。当然，这是目标——分享有价值、有帮助和令人愉快的产品和服务，其中一些你们将会发现很有价值。

Today sponsor Vessie makes some super comfortable stylish in my opinion and functional shoes that are yes 100% waterproof Vessie also brings clean drinking water to places like India and Nepal and Zimbabwe Something that most of us here in America take for granted Vessies are made with diemitex material that keeps you cool in the summer and warm and dry in the winter Plus the souls are removable if you prefer your own inserts They're incredibly easy to put on and take off and they've become my go-to shoes for running errands and going on walks with Ashley And yes, I have worked out in these as well Vessie has all kinds of different styles and colors for both men and women.

如今的赞助商Vessie，依我个人看来，制作了一些非常舒适时尚且实用的鞋子，而且是百分之百防水的。Vessie还将清洁饮用水带到印度、尼泊尔和津巴布韦等地，这是大多数我们美国人都认为理所当然的事情。Vessie的鞋子采用的是diemitex材料，夏天可以让您保持凉爽，冬天则可以保持温暖和干燥。此外，鞋底是可拆卸的，如果您喜欢自己的鞋垫，可以更换。穿脱非常简单，这已成为我出门办事和与Ashley散步的首选鞋子。是的，我也曾在这些鞋子上锻炼过。Vessie有各种不同的款式和颜色，适合男性和女性。

So if you'd like to check them out you can get 15% off using my code electrified at Vessie comm slash electrified linked below Enjoy.

如果你想查看它们，你可以使用我的折扣代码"electrified"在下方链接的Vessie comm slash electrified获取15%的折扣喔。祝你喜欢！

You may have seen this quote floating around the interwebs. It's from an LA freelance writer who used to report on the news in Detroit. He said what's painfully obvious is GM and Ford can't compete with Tesla. Which has been singularly focused on making EVs for more than 20 years and is overseen by a CEO whose technical competence exceeds the combined talents of Bara and Farley. The writer's name is Eric Starkman and overall it was a good piece, just a lot of things. We already know it'll be below if you're interested.

你可能在互联网上看到过这句话。它来自一位洛杉矶自由作家，他曾在底特律报道新闻。他说最明显的是，通用和福特无法与特斯拉竞争。特斯拉专注于制造电动汽车已有20多年的时间，其首席执行官具备的技术能力超过了巴拉和法利的综合才华。作者名叫埃里克·斯塔克曼，总体而言，这是一篇不错的文章，只是内容有点多。如果你有兴趣，我们已经知道它会在下面出现。

But there was something else that he mentioned. Do you remember when GM announced they were stopping reservations for the Hummer EV because it was so popular with over 90,000 reservations? Well, I do and if you look at their quarter to 2023 sales numbers and you scroll down a little bit, you will find the Hummer EV. They sold 47 units in Q2 this year, 49 units year to date in 2023. Just a good reminder of how much grace legacy auto gets in the media. Can you guys imagine if Tesla and Elon were doing numbers like that?

他提到了另外一件事。记得当通用汽车宣布因为订购量超过90,000辆而停止接受凤凰电动汽车的预订吗？我记得，如果你看一下他们2023年第二季度的销售数字，并往下滑动一点，你会发现凤凰电动汽车的销量情况。今年第二季度他们卖了47辆，2023年至今总共卖了49辆。这只是一个很好的提醒，传统汽车业在媒体上得到了多少宽容。你们能想象如果特斯拉和埃隆也有这样的销量会怎么样吗？

Since we're already talking about GM, they have cut the starting price for the Cadillac Lyric in China by 14%, dropping it from about 60.7 thousand and now sitting at 52.4 thousand. We have Esther again reporting now, what would be the third potential V4 supercharging location, again this one in France? Clearly not open yet, but it looks like they're going with a parallel setup for the stalls rather than the typical perpendicular that we often see. And really, these are almost more like version 3.5 because sure they have longer cables and the new stall, but they still have the same charging speeds that's supposedly going to be unlocked with a software update in the future.

既然我们已经在谈论通用汽车了，他们已经将凯迪拉克Lyric在中国的起始价格下调了14%，从大约60.7万降至52.4万。现在我们有埃丝特再次报道，这将是第三个潜在的V4超级充电站，同样位于法国？显然目前还没有开放，但看起来他们选择了与我们经常看到的垂直排列相反的并行设置。事实上，这些几乎更像是3.5版，因为虽然它们有更长的电缆和新的充电桩，但它们仍具有相同的充电速度，据说将来可以通过软件更新解锁。

Drive Tesla Canada shared this video of the Quartzite supercharging location that's being built in Arizona. And they know to pull through chargers, which is always good to see. Just sharing because I believe this would be the biggest supercharging location. There's 88 plus stalls outside of California. As we know with all of the recent NACS announcements, we can't have too many of these.

Drive Tesla Canada分享了这个在亚利桑那州建设的石英超级充电站的视频。他们知道如何使用拉通式的充电设备，这总能让人高兴。我分享这个视频是因为我相信这将是最大的超级充电站。在加利福尼亚州之外有88个或更多的充电桩。正如我们所知，随着最近的NACS公告，我们永远不会有太多这样的充电站。

Tesla has agreed to pay just over six million dollars to settle a class action lawsuit. The one regarding sudden solar roof price hikes in 2021. After these customers basically agreed to a certain price, then halfway through, after signing the contract, Tesla raised the price. And we're not talking a five hundred dollar Model Y price bump, we're talking nearly double in some cases. According to court filings, eight point six thousand Tesla customers were part of the group affected by these price hikes. Over 6.3 thousand have canceled their solar roof contracts with Tesla energy. Tesla completed about 1.6 thousand of those contracts at the original price quoted to customers, and 57 customers are slated for solar roof installations at the original price at the end of June. And it sounds like about 600 people are in limbo. They haven't yet canceled, but they don't have booked installations either.

特斯拉同意支付超过600万美元来解决一起集体诉讼，该诉讼涉及2021年突然上涨的太阳能屋顶价格。在这些客户基本同意某个价格后，特斯拉在签订合同后改变了价格。这不是指500美元的Model Y价格上涨，而是有些情况下几乎翻了一番。根据法庭文件，8,600名特斯拉客户是受这些价格上涨影响的一部分。超过6,300人已取消了与特斯拉能源签订的太阳能屋顶合同。特斯拉已按照最初向客户报价的价格完成了约1,600份合同，并有57名客户计划在6月底按最初价格安装太阳能屋顶。听起来大约有600人处于悬而未决的状态，他们还没有取消合同，但也没有预定安装。

There's been a lot of chatter about the used EV prices collapsing right now and that Tesla is leading the way, specifically the Model 3 and the Model X. We just have to remember from last year they were coming from unsustainably high prices. Looking at the year-over-year change in one to five year old used EV prices for June of this year, the average price sits at $40.9 thousand, down over $17,000 from that month last year or about 30 percent. But again, just keep in mind a huge portion of the used EV market is what company? Tesla. What is Tesla done all year? They've driven down their prices for new vehicles. So used vehicles will, of course, follow. So every month so far this year, used EV prices have been steadily declining. And now it's starting to taper off and normalize. Here's the chart with 10 used vehicles seeing the greatest year-over-year price drops for the month of June. Led by the Model 3 and the Model X, and then the Model S is in fourth place.

目前关于二手电动车价格暴跌的谣言很多，而特斯拉尤其是Model 3和Model X被认为是主要推动者。然而我们需要记住，去年这些车价格非常高不可持续。在今年6月份，观察一到五年旧的电动车价格的同比变化，平均价格为40.9万美元，比去年同月下降了超过1.7万美元，约为30%。但请记住，特斯拉在二手电动车市场占据了很大的比例。而特斯拉今年一直在降低新车价格，所以二手车的价格自然也会相应下降。今年至今，二手电动车价格每个月都在稳步下降，现在开始趋于平稳。下图为6月份价格同比下降最大的10款二手车，其中Model 3和Model X居首，Model S排名第四。

Just wanted to highlight if you see anybody trying to use this to paint the narrative that Tesla value is deteriorating, they really don't know what they're talking about. Again, coming from the unsustainably high prices last year and what Tesla has been doing with new car prices all year this year.

只是想强调一下，如果你看到有人试图利用这一点来描绘特斯拉价值正在下降的叙述，那么他们真的不知道他们在说什么。再一次强调，这是基于去年不可持续的高价以及特斯拉今年一整年在新车价格上所做的努力。

This is still apparently one of the weirdest stories related to Tesla. It's called Project 42 internally. It's that whole story with the special glass order that caused some internal questions. Then there was reporting that Elon was going to use some Tesla funds and materials to basically build a house for himself in Austin, with all of the land that he was acquiring in that area through his LLC. If you've been around the channel, you may also remember the reporting that Elon was planning a town somewhere in Austin, a full-on city. He immediately shot that one down. Just a weird one all around. It's not like Elon needs a few million dollars of Tesla's funds to build his own property if he really wanted to in the Austin area. And there's really no news in this article. It's all just speculation and talking about the other reporting. So there may be some board investigation That's ongoing internally at Tesla, but apparently Elon's not too concerned about it.

这似乎仍然是与特斯拉相关的最怪异的故事之一。内部称其为42号项目。这个故事涉及到特殊玻璃订单引发了一些内部质疑。然后有报道称埃隆将使用一些特斯拉的资金和材料，在奥斯汀建造一座自己的房子，并通过他的有限责任公司在该地区购买土地。如果您关注过这个频道，您可能还记得有关埃隆计划在奥斯汀某个地方建立一个完整城市的报道。他立即否认了这个消息。总而言之，这是一个非常奇怪的故事。如果埃隆真的想在奥斯汀地区建造自己的房产，他并不需要来自特斯拉几百万美元的资金。而且这篇文章并没有真正的新闻，只是一些猜测和关于其他报道的谈论。所以在特斯拉内部可能会进行一些董事会调查，但显然埃隆对此并不太担心。

And finally we get some positive news from some of the competition when it comes to EV sales this time around Mercedes Their full on be EV sales rose to 56.3,000 units in quarter to up 123% year over year And in the first six months of this year, Mercedes sold 102.6,000 BEVs worldwide up 121% In the first half of this year in the United States, the percentage figure is big 505% but they're still only sitting at 23.8,000 full BEVs in the US. Toyota has decided to pivot yet again Now it's going to focus on hydrogen fuel cell vehicles in Europe and China And the goal for these hydrogen-powered trucks and cars 200,000 of them by 2030 And they're painting it not just as a focus for the commercial long haul trucking segment Which sure be my guest, but they're painting it as an alternative to electric vehicles. Toyota sold just over 3,900 fuel cell vehicles in all of 2022 Toyota is also looking to strengthen ties with other companies At this point, I really don't know if they're just trying to play in markets that Tesla's not playing in Or if they're really undecided on BEVs being the future Whatever the case, they better figure it out and soon.

最后我们从一些竞争对手那里得到了一些正面的消息，当谈到电动汽车销售时，梅赛德斯的电动汽车销量在本季度达到了56.3万辆，同比增长了123%。而在今年的前六个月里，梅赛德斯在全球范围内售出了102.6万辆电动车，同比增长了121%。在今年上半年，美国的销量占比非常大，增长了505%，但在美国仅有23.8万辆电动汽车。丰田决定再次转变方向，现在他们将专注于氢燃料电池车辆在欧洲和中国市场的销售。他们的目标是到2030年拥有20万辆这样的氢燃料卡车和汽车。他们不仅将其定位为商用远距离卡车领域的关注点，同时将其视为电动汽车的替代品。丰田在2022年的全年仅销售了3900多辆燃料电池车。丰田还计划加强与其他公司的合作关系。目前，我真的不知道他们是在尝试在特斯拉没有涉足的市场上发展，还是对电动汽车的未来没有明确的看法。无论哪种情况，他们最好尽快弄清楚。

And Loki, Tesla energy just out here executing quietly as has been the case for a while Now looking to expand in the UK with a job posting for head of operations Tesla electric retail energy Good catch by drive Tesla Canada and looking at the actual job posting what this role will do market activities resulting in obtaining electricity supply license in the UK To prepare for the commercial launch of a retail electricity product in the UK. When you look around you start to see plenty of seeds that Tesla has planted and is busy planting that one day will be watered and begin to grow.

洛基，特斯拉能源一直在悄悄地执行，这在一段时间内一直是这样的。现在他们希望通过在英国发布运营总监的职位来扩大业务范围，特斯拉电力零售能源。特斯拉加拿大在真正的招聘信息中捕捉到了这一点，这个职位的目标是通过市场活动获得英国的电力供应许可证，以准备在英国商业发布零售电力产品。当你四处看看的时候，你会发现特斯拉已经种下了许多种子，而且正在不断地种植，总有一天这些种子会被浇灌并开始生长。

Don't forget check out vesi linked below if you're interested I really do think a lot of you would enjoy them. You can find me on twitter at dylan lumus 22. 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.

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