Tesla Megacharger Rollout / Scaringe Calls Industry Out / New Chevy Bolt Coming ⚡️
发布时间 2023-07-25 23:07:13 来源
摘要
🧡 A massive thank you to my Patrons: https://www.patreon.com/Electrified
Check out Jaimie's YouTube (our Tesla community member): https://www.youtube.com/@JaimieScott/featured
My Tesla referral link: https://ts.la/dillon81150
👍🏻 Leaving a like/comment and subscribing are great ways to support the channel for free.
💰 Get discounts and/or freebies using these affiliate links:
🔹Athletic Greens (AG1): https://drinkag1.com/electrified
🔹Surfshark (VPN): https://surfshark.deals/electrified
🔹Ekster (Smart Wallets & More): https://shop.ekster.com/electrified
🔹Vessi (100% Waterproof Shoes): https://vessi.com/electrified
🔹SPAN (Smart Home Panel): https://www.span.io/?utm_source=youtube&utm_medium=theelectrifiedfuture
🎥 Executive Producer: Halter Ferguson Financial
WARNING: I will never message you in the comment section asking you to message me via WhatsApp - these are scam bots that I'm doing my best to continually block.
I'm using Twitter now 😄: https://twitter.com/DillonLoomis22
---------------------------------------------------------------
VIN Recall Search: https://service.tesla.com/vin-recall-search
---------------------------------------------------------------
00:00 - Tesla Megacharger
1:50 - Tesla V4 SuC
2:46 - Tesla Recall
3:12 - Tesla Hires Attorney
3:42 - Tesla Robotaxi Valuation
5:09 - German Auto Challenges
6:01 - Shanghai Factory Tour
7:05 - Tesla FSD in China
7:56 - Tesla China Weekly Insured
8:27 - Tesla Configurator
8:41 - Indonesia Incentives
9:15 - Tesla SuC Breakdown
9:50 - Elon Appealing
10:11 - Chevy and Barra Flip Flop
12:47 - Make or Break
13:59 - CA EV Data
15:02 - Toyota Layoffs
15:18 - RJ Scaringe on Greenwashing
16:14 - FSD Transfer in Q3
16:40 - India Rejects BYD
16:53 - Community Member Spotlight
17:18 - Fremont Shutdown
---------------------------------------------------------------
Some links may be affiliate links - you pay the same price, I get some credit. Great way to support creators you value 👊🏻
*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.
#TeslaMegacharger #EVNews #ChevyBolt
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. Quick shout out to an updated patron, Dennis R. Thank you for choosing to support the channel. From climate control on X, the new twitter, in Baker, California, we get some pictures of a new Tesla mega charger for the semi. Rodney did say he was going to go back to the location to check the specs on the cabinet, but at the time of recording, he had not yet posted that.
欢迎来到《电动汽车精选》，我是主持人迪伦·卢米斯。首先要感谢新赞助者丹尼斯·R.选择支持本频道。来自新推特平台X的气候控制器，在美国加利福尼亚贝克市，我们得到了一些特斯拉半挂车的新型超级充电桩的照片。罗德尼说他将返回该地点，查看电柜的规格，但录制时他尚未发布相关信息。
Here's some good context on the size of the cable, but I definitely want to know this mega charger is on a pallet. There were plenty of complaints today about the location of this mega charger and people wondering how a Tesla semi was going to access this easily, but I'm imagining these are not the permanent locations they'll be moved in the future, hence why they're still on this pallet.
这里有一些关于电缆大小的好背景信息，但是我确实想知道这个超级充电器是否放在一个货盘上。今天有很多人抱怨这个超级充电器的位置，并且好奇特斯拉半挂车将如何轻松地接入它，但我想象这些不是它们将来的永久位置，所以它们仍然放在这个货盘上。
In terms of specs, it is kind of surprising we don't have anything official yet. The baseline has been one megawatt that's been thrown around, but hopefully in the weeks to come, we can get some more clarity on that. I went back and found this image from Giga Nevada, where Tesla was initially testing some of these mega chargers, and you can see here are the pull through lanes that we would expect for a Tesla semi mega charger site.
就规格而言，令人惊讶的是我们还没有任何正式发布的信息。目前基准为一兆瓦的容量一直在讨论中，但希望在接下来的几个星期里，我们可以获得更多明确的信息。我找到了这张来自Giga Nevada的照片，照片显示了特斯拉最初对这些超级充电桩进行测试的场景，你可以看到这里有一些我们预期的特斯拉超级充电站所需的驶入通道。
In Tesla's 2020 impact report, they did say they're in the process of developing a mega charger network at trucking rest stops in the US and Europe, but with mass production volumes of the Tesla semi delayed until later 2024, it then stands to reason that the rollout of this mega charger network will be slowed slightly as well. And we also still have uncertainty when it comes to how Tesla will handle the megawatt charging system, the MCS or the standard that the Charon organization has been in favor of. So unfortunately, the question remains, are we going to have another NACS CCS situation, but this time for the trucking industry.
在特斯拉2020年的影响报告中，他们确实表示正在开发一个在美国和欧洲卡车休息站建立起的超级充电网络，但由于特斯拉半挂车的大规模生产被推迟到2024年后，这就合理地意味着这个超级充电网络的推广也会稍微慢一些。而且，当涉及到特斯拉将如何处理兆瓦级充电系统，即MCS或Charon组织一直支持的标准时，我们仍然存在不确定性。因此，遗憾的是，问题仍然存在：我们会不会在卡车行业再次出现类似于NACS CCS的情况呢？
On the supercharger front specifically when it comes to V4, in a recent planning document for Tesla in a location in Swindon in the UK, here we have Tesla officially proposing EV charging units ultra rapid V4 superchargers 350 kilowatts. And it says all charging units are universal and can be used by any EV user. And if you keep scrolling through the document, you find this image of a V4 stall with yes, a screen right in that area, right below where the cable goes in. It's still too early to tell if this screen is going to be on all V4 stalls globally or just in specific regions. And we have Esther reporting the third V4 station we talked about last week is now up and running this one in France. This site has eight stalls total, still waiting on the V4 rollout in the United States.
在涉及V4的增压器方面，特斯拉最近在英国斯温登地区的一份规划文件中提出了超高速V4增压器350千瓦的充电设备。文件中指出所有充电设备都是通用的，可供任何电动汽车用户使用。继续滚动阅读文件，你会找到一张V4停车位的图片，是的，屏幕就在那个区域，在电缆插入口的下方。目前还不能确定这个屏幕是否会出现在全球所有的V4停车位上，还是只在特定地区出现。据估计，我们上周报道的第三个V4充电站现已在法国开始运营。该站点总共有8个停车位，但在美国的V4推出仍在等待中。
Tesla with a physical recall of 1.3,000 vehicles in the United States for misaligned cameras in the Model S X and Y 2023 versions. The pitch angle of the forward-facing cameras may not be aligned to spec. Tesla service will provide an inspection and potential adjustment to any affected cameras at no cost to the customer. If your car is impacted, you should get a letter in September or you can try out the VIN recall search linked below.
特斯拉将在美国对2023年版Model S X和Y车型进行物理召回，原因是摄像头未对准。前置摄像头的俯仰角可能与规格不符。特斯拉客户服务将免费提供检查和对受影响摄像头的可能调整。如果您的车受到影响，您应该在9月收到一封信，或您可以尝试下方链接的VIN召回搜索。
Tesla continues to add new attorneys to its litigation department, the latest member Frank Bannon, who will join Tesla as the associate general counsel of litigation. This really doesn't mean anything. When you read through documents like the 10Q, you can actually see all of the pending litigation going on with Tesla. And as they continue to grow and more consumers are impacted, of course that will naturally grow with time too. Add in comments from Elon like there will be blood like we heard last year and this should be expected.
特斯拉继续增加其诉讼部门的新律师，最新成员是弗兰克·班农，他将加入特斯拉担任诉讼的副总顾问。这并不意味着什么。当你阅读特斯拉的10Q等文件时，你实际上可以看到特斯拉所面临的所有待决诉讼。随着特斯拉的持续增长和对更多消费者的影响，当然这种待决诉讼会随时间自然增加。再加上像去年听到的"将会有血雨腥风"这样的埃隆的评论，这是可以预料的。
CERN put together a nice tweet talking about the potential valuation of Tesla's autonomy and robotaxies. James Downma quote tweeted it saying this, you can pause and read if you want to. The short he loosely co-signed it. And I'm sharing this because Elon responded to saying you understand but few do. I hesitated to share this because all models are wrong and I don't want anybody out there kind of expecting these numbers. However, what he got from his model, a what if value of $329 billion today and $9.4 trillion in 2035.
欧洲核子研究中心（CERN）发布了一条有关特斯拉自动驾驶和机器人出租车潜在估值的推文。詹姆斯·唐马在转发中表示他基本同意这一说法，如果你愿意，你可以暂停并阅读。特斯拉首席执行官埃隆回应称你理解，但很少有人理解。我犹豫要不要分享这个信息，因为所有模型都是不准确的，我不希望任何人期望这些数值。然而，他的模型得出的结果是，今天的估值假设为3290亿美元，并预计到2035年将达到9.4万亿美元。
Again, pause if you'd like but here are some of the assumptions going into his model. One important one excludes all other revenue from energy insurance, supercharging service, dojo, and bots. This little combo really just highlights the tension that we're all aware of. We have Elon, Tesla, and us understanding the potential of robotaxies in autonomy that may be closer than most of the world thinks. And then on the other hand, we have Wall Street where no one is willing to go out on a limb or stray too far from the Wall Street consensus, especially when the numbers really are nutty and don't make a whole lot of sense.
再说一遍，如果你愿意，可以暂停一下，这是他模型的一些假设。一个重要的假设是排除了能源保险、超级充电服务、道场和机器人的所有其他收入。这个小组合真的只是凸显了我们都意识到的紧张局势。我们有埃隆、特斯拉和我们都理解无人驾驶机器人出租车的潜力，这个潜力可能比世界上大多数人认为的更接近。而另一方面，我们有华尔街，没有人愿意去冒险或远离华尔街的共识，特别是当这些数字真的很荒唐，并且没有太多意义时。
And yes, I know you can debate each and every one of these assumptions but the overall point remains. The gap between what Wall Street is willing to model and what really might play out over the next 10 years, that's where the real alpha lies.
是的，我知道你可以对这些假设进行辩论，但总体观点仍然存在。华尔街愿意建模的东西与接下来10年可能出现的情况之间存在巨大差距，这就是真正的超额回报所在。
Tesla boomer mama shared a German article, went ahead and translated the image in here are a few takeaways. Chinese manufacturers are becoming more present in Germany. German manufacturers have too few affordable electric cars. The Germans do not have large sales volumes of EVs and thus cannot buy supplier parts in large quantities. If you buy little, you have worse prices. On the other hand, the Chinese buy a lot, they have other lower labor costs in China and they, like Tesla, are very fast and dynamic. Whereas in Germany, you need a long time until decisions can be made. Then they go on to talk about VW's legal structure and the union and why things are slower at VW. The main point, the German auto companies need to spread more widely abroad. China is important to stay in Germany and comply with German laws would be the worst thing the auto industry can do.
特斯拉的妈妈分享了一篇德国文章，我已经将其中的图片翻译过来，以下是一些要点。中国制造商在德国的存在越来越大。德国制造商没有足够多的经济实惠的电动汽车。德国人没有大量销售电动汽车，因此无法大量购买供应商零部件。如果采购量少，价格就会更差。另一方面，中国人购买大量电动汽车，中国拥有较低的劳动成本，而且像特斯拉一样非常快速和充满活力。而在德国，需要很长时间才能做出决策。接下来，他们谈到了大众的法律结构和工会以及为什么大众的进展较慢。主要观点是，德国汽车公司需要更广泛地扩展海外市场。中国对留在德国并遵守德国法律至关重要，这是汽车行业最糟糕的选择。
Shanghai let's meet shared a new video of the Tesla factory in Shanghai. They talked a little bit about the food options but we'll focus on the production in the factory. We even saw a fish tank. Our guy told us the fish were raised using treated water from the factory which is great for the environment. There was of course a bit lost in translation. No Tesla can't make a whole car in 40 seconds but rather a car rolls off the line every 40 seconds down from 45 before. May not sound like a lot but it's over a 10% improvement.
上海见面了分享了一段上海特斯拉工厂的新视频。他们谈到了一些食品选择，但我们将重点关注工厂的生产。我们甚至看到了一个鱼缸。我们的人告诉我们，这些鱼是使用工厂的处理水养殖的，这对环境非常有好处。当然，在翻译过程中会有一些信息损失。特斯拉不能在40秒内制造一整辆车，而是每40秒生产一辆车，较之前的45秒有所提高。听起来可能不像很多，但这是超过10%的改进。
We have a small Chinese account talking about some recent interviews of some fund managers specifically in the autonomous industry in China so I went ahead and translated these images. First the Ministry of Industry and IT expressed its support for level 3 and above self-driving. Many cities have relevant policies in place like Shanghai. In addition recently an overseas car company with FSD that would be Tesla. Expectations are that it will soon enter China and they went on to talk about the current FSD testing in North America with over 400,000 drivers. As we've learned with Elon soon can mean a million different things but FSD expected to be licensed by the Chinese government soon. To be clear this licensed is more than likely just meaning approved not like forward licensing FSD from Tesla.
我们有一个小的中文账号，谈论了一些最近在中国自主行业中的基金经理的采访，所以我提前翻译了这些图片。首先，工信部表达了对第三级及以上自动驾驶的支持。许多城市都有相关的政策，如上海。此外，最近一家拥有FSD的海外汽车公司（指特斯拉）预计很快将进入中国，他们还谈到了目前在北美进行的超过40万驾驶员的FSD测试。我们从埃隆身上学到了一个道理，"很快"可以有很多不同的意思，但预计FSD很快将获得中国政府的许可。明确一点，这个许可很可能只是指通过，而不是像特斯拉那样提前授权FSD。
The weekly insured number 4 Tesla China 7.7000. Plugging that in for week 3 quarter 3 the comparable number week 3 quarter 2 10.3000. Pause if you'd like but the first 3 weeks of quarter 3 are behind the first 3 weeks of quarter 2. The first 3 weeks of quarter 2 29.7000 the first 3 weeks of quarter 3 20.9000. But remember Elon and Tesla told us quarter 3 we may see a slowdown due to factory shutdowns for upgrades and other factors.
每周保险数量为特斯拉中国为7.7000万辆。如果将此数据用于第3季度的第3周，则与第2季度的第3周相比，最可比较的数字为10.3000万辆。请暂停一下，但第3季度的前3周落后于第2季度的前3周。第2季度的前3周为29.7000万辆，而第3季度的前3周为20.9000万辆。但请记住，埃隆·马斯克和特斯拉告诉我们，由于工厂关闭进行升级和其他因素，第3季度我们可能会看到放缓的情况。
As Holmars pointed out depending on your location when you customize a Tesla in the configurator they may show you similar vehicles in inventory they're not doing it where I'm located but there's not a whole lot of inventory here.
正如Holmars指出的，根据你所在的地理位置，在配置特斯拉车辆时，他们可能会向你展示类似的库存车辆。在我所在的地方，他们并没有这样做，但这里的库存车辆并不多。
Indonesia is finalizing a new set of incentive to attract investment from EV manufacturers. The government is still in talks with companies like Tesla and BYD. The incentives will be benchmarked against those offered by regional rivals Thailand and Vietnam. No details given. Luha Tpangitin said tomorrow we're going to finalize incentives that we're going to give to any EV investment in Indonesia. Luha T said he'll meet with BYD execs in Chengdu in China this Thursday and then he also has a meeting scheduled on August 3 with Elon Musk in California.
印度尼西亚正在敲定一套吸引电动汽车制造商投资的新激励措施。政府目前仍在与特斯拉和比亚迪等公司进行谈判。这些激励措施将与地区竞争对手泰国和越南提供的激励措施相媲美，具体细节尚未公布。卢哈·特帕金廷表示明天我们将敲定向印度尼西亚的任何电动汽车投资项目提供的激励措施。卢哈·特帕金廷表示他将于本周四在中国成都与比亚迪高管会面，然后还将安排于8月3日与埃隆·马斯克在加利福尼亚会面。
From the Department of Energy the latest count for Tesla supercharger ports 20,040 and remember all of these other companies adopting the NACs only have access to 12,000. California has the most stations with 366 not ports stations followed by Florida 136, Texas 128, New York 82 and Pennsylvania 66. So just a neat little breakdown of the supercharger stations and ports by state for the first third here is the second third and the final third along with the totals.
来自能源部的最新统计显示，特斯拉超级充电站共有20,040个充电口，而其他采用NAC标准的公司仅有12,000个充电口可供使用。加利福尼亚州拥有最多的充电站，共计366个，其次是佛罗里达州136个，得克萨斯州128个，纽约州82个，以及宾夕法尼亚州66个。因此，以下是按照各州划分的超级充电站和充电口的详细统计，分为第一部分、第二部分和最后一部分，并附上总数。
It's pretty wild how two words from five years ago are still causing Elon so much trouble. Elon yet again planning to ask the Supreme Court to consider whether the SEC overstepped its authority related to the funding secured case. Elon's lawyer confirmed today that Elon plans an appeal to the Supreme Court.
真让人惊讶的是，五年前的两个词组至今还让埃隆备受困扰。埃隆再次计划向最高法院申请审议证券交易委员会是否越权的相关案件。埃隆的律师今天确认，埃隆计划向最高法院上诉。
In a press release today Chevy has announced it will introduce a next generation bolt flip flopping on its prior decision to end production of the bolt. On the Q2 call Mary Barra said our customers love today's bolt it's been delivering record sales and some of the highest customer satisfaction and loyalty scores in the industry.
今天，雪佛兰在一份新闻稿中宣布，他们将推出下一代的Bolt，改变了之前结束Bolt生产的决定。在第二季度的电话会议上，玛丽·巴拉表示，我们的顾客喜爱今天的Bolt，该车型实现了创纪录的销售额，并在行业中取得了最高的客户满意度和忠诚度评分。
We will keep the momentum going by delivering a new bolt and we will execute it more quickly compared to an all new program with significantly lower engineering expense and capital investment by updating the vehicle with Altium and Altify technology and applying our winning with simplicity discipline. Timing in details should be announced at a later date but they said 70% of buyers who are trading in a vehicle for bolts are trading in a non-GM product so a big source of conquest for GM.
我们将通过提供新的螺栓来保持动力，并通过使用Altium和Altify技术更新汽车以及运用我们的简单纪律来更快地执行它，这比一个全新的计划具有显著较低的工程费用和资本投入。详细的时间安排将在以后的日期公布，但他们表示，70%的交易螺栓的买家交易的是非通用汽车产品，因此是通用汽车的一个重要来源。
Through the first half of this year GM has sold more than 33,000 bolts EV and EVs. Barra also said we can't build enough bolts right now. There are new difficulties with that tech disclosing unexpected delays in producing Altium battery modules because a supplier of automated manufacturing equipment has been struggling with delivery issues. For Altium sales right now the bottleneck is going from the sale to the module.
今年上半年，通用汽车销售了超过33,000辆雪佛兰Bolt纯电动车和电动车。巴拉还表示，我们现在无法生产足够多的Bolt车型。由于供应自动化制造设备的供应商遇到交付问题，生产Altium电池模块的过程中出现了意外的延迟，这给该技术带来了新的困难。对于目前的Altium销售来说，瓶颈在于销售和模块之间的过渡。
GM still intends to stop producing the legacy bolt at the plant in Michigan that factory will be retooled to produce electric trucks. In the first half of this year GM produced 50,000 EVs but in the United States GM has sold fewer than 2,800 EVs using the new Altium battery pack.
通用汽车仍打算停止在密歇根州的工厂生产传统的Bolt电动汽车，并改造该工厂以生产电动卡车。今年上半年，通用汽车已经生产了5万辆电动汽车，但在美国市场上，使用新的Altium电池组的电动汽车销售量还不到2,800辆。
If you watched the channel last year you will know that this was supposed to be the year of the Altium movement. Despite the challenges GM said they still plan to make 100,000 EVs in the second half of 2023. Zooming out though honestly it was a pretty good quarter for GM in terms of profit and revenue they beat expectations however when it comes to EV production and those expectations GM missed the mark. That's part of why GM stock is down today.
如果你去年有观看这个频道，你就会知道这应该是阿尔提姆运动的一年。尽管面临挑战，通用汽车表示他们仍计划在2023年下半年生产10万辆电动汽车。不过，就整体来看，通用汽车在利润和收入方面表现得相当不错，超出了预期。然而，就电动汽车生产和预期而言，通用汽车并未达到预期。这是通用汽车股价今天下跌的原因之一。
On the Altium module automation delays Mary Barra said she's been disappointed with the unnamed supplier and she's been personally involved trying to solve the problem. She said GM was surprised how little progress the supplier had made. This right here highlights why Tesla's vertical integration is so important specifically with 4680 sales in the long term avoiding having to work with suppliers at least being less reliant on the number of suppliers.
在Altium模块自动化延迟方面，玛丽·巴拉表示她对这家未具名供应商的表现感到失望，并亲自参与解决问题。她表示通用汽车对该供应商取得的进展非常惊讶。这正是为何特斯拉的垂直整合在长期销售4680电池方面如此重要的原因，它可以避免过度依赖供应商，或者至少减少对供应商的依赖。
So a new Chevy Bolt with Altium tech is coming we just don't know anything about it yet. Well we're literally at I'd say a bit of a make or break moment for for the industry when it comes to EVs. You got a lot of capacity coming online you got a lot of new products.
所以一辆使用Altium技术的新雪佛兰Bolt即将推出，我们目前对此还一无所知。嗯，毫不夸张地说，对于电动汽车行业来说，我们正处于一个关键的时刻，可以说是要么变革，要么灭亡。你会看到很多生产能力得以扩充，也会有很多新产品推出。
For example GM is launching their EV so their solar auto EV their blazer EV and importantly their Equinox EV. You're seeing inventories for EVs about double what it is for internal combustion engines. So you know even though we set a record for EVs in the in the second quarter EV demand is not keeping up with production and I think the the most important launch for EVs right now in the industry is coming up in the second half of this year which is the Equinox which is Chevy's second best selling model competing in the highest volume segment and they're targeting a $30,000 price range so you're taking the price issue off the table for consumers around EVs.
例如，通用汽车正在推出他们的电动汽车，包括他们的太阳能汽车EV、雪弗兰Blazer EV和尤其重要的Equinox EV。你可以看到电动汽车的库存量大约是内燃机的两倍。所以即使我们在第二季度为电动汽车创下了销售记录，但需求并没有跟上生产速度。我认为，目前行业中最重要的电动汽车推出将在今年下半年进行，那就是Equinox，它是雪弗兰销量第二好的车型，竞争激烈的市场高销量细分领域，在定价上他们瞄准了30,000美元的价格范围，这样消费者在购买电动汽车时就不需要再担心价格问题了。
And so if GM isn't successful in ramping sales of that not only is GM going to have a problem but the industry is going to have a problem. So it's going to be interesting to see how that product is accepted in the marketplace. As long as we have Tesla separate from the industry I concur.
因此，如果通用汽车无法成功推动销售增长，不仅通用汽车将面临问题，整个行业也将面临问题。所以，看看这个产品在市场上的接受程度将会很有趣。只要特斯拉和整个行业分开，我是同意的。
Here we have some data from July for the California New Car Dealers Association. California is a bellwether of sorts for the nation at scale and over the first half of this year battery electric vehicle share hit 21.1%.
在这里，我们有来自加利福尼亚新车经销商协会的七月份数据。加利福尼亚在全国范围内可以说是一个风向标，今年上半年纯电动汽车的市场份额达到了21.1%。
Here we have some different segments year to date through June as you can see overall top selling light trucks they have the Model Y in this category at 74.7000 or an 11.9% market share. And for the top selling passenger cars the Model 3 has topped both the Toyota Camry and the Honda Accord more affordable vehicles coming in with 41.7000 registrations and a 14.9% market share.
通过截至六月的一些不同分段数据，我们可以看到总体上畅销的轻型载货车型中，Model Y以74,700辆的销量位居首位，市场份额为11.9%。而在畅销的乘用车型中，Model 3以41,700辆的登记量以及14.9%的市场份额超过了丰田凯美瑞和本田雅阁等价格更为亲民的汽车型号。
On the right column the dark blue bars are for California the state and the light blue is for the USA. So Tesla now just 1.1 percentage point behind Toyota in terms of overall market share for light vehicle sales. Also great to see Rivian growing 197% year over year in California year to date and Tesla still growing at a 36.7% clip.
在右侧栏中，深蓝色的柱形图代表加州这个州，浅蓝色则代表美国整体。所以特斯拉在轻型车销售的整体市场份额上，目前只比丰田落后1.1个百分点。同时，很高兴看到Rivian在加州今年以来同比增长了197％，而特斯拉的增长率仍然保持在36.7％。
Toyota's joint venture in China with GAC just terminated 1000 dispatch workers. Reason in light of recent production levels. What vehicles do they make at the factory? The Camry the 11 and the BZ4X.
丰田与广汽在中国的合资企业最近因近期的生产水平而解雇了1000名外派工人。该工厂生产哪些车型？有凯美瑞、11系列和BZ4X。
In a recent interview RJ Skoringe has said there's far too much green washing in the system. People saying they're doing a lot for the sustainable movement without actually doing much to combat this.
在最近的一次采访中，RJ Skoringe表示系统中存在着太多的绿色洗白行为。人们声称自己为可持续发展运动做了很多事情，但实际上却没有真正努力来应对这个问题。
Rivian just committed to buying some renewable power from a new massive solar farm with a goal of creating 800 megawatts of energy from the solar farm that Rivian will buy a share of. Rivian has committed to buying 100 megawatts of energy as a virtual purchase power agreement. The clean energy won't actually go to Rivian's cars or the factories or anything like that. But these commitments are like an indirect way of funding these renewable energy projects that may never get off the ground otherwise. I'm sharing though because Rivian said they'll obtain these renewable energy credits from this new solar farm. The company will use those credits to provide a carbon neutral add-on for its customers. Eventually this will be bundled with every Rivian sale. No details yet but something to keep an eye on.
Rivian刚刚承诺从一个新的大型太阳能农场购买可再生能源，目标是从该太阳能农场中产生800兆瓦的能源，Rivian将购买其中的一部分。Rivian已经承诺购买100兆瓦的能源，作为一项虚拟购买力协议。这些清洁能源实际上不会用于Rivian的汽车、工厂或其他方面。但这些承诺就像是以一种间接的方式为这些可能无法启动的可再生能源项目提供资金。我之所以分享这个消息，是因为Rivian表示他们将从这个新的太阳能农场获得可再生能源信用。该公司将使用这些信用为其客户提供碳中和的增值产品。最终，这将与每个Rivian的销售捆绑在一起。目前还没有详细信息，但这是一个值得关注的事情。
In case you missed it there was some confusion out there about the FSD transferability in the event of a private sale. Sounds like Tesla actually amended again the rules around how this will work. Now the latest news FSD will stay with the new car in the event of a private sale. Good for all parties. So in Q3 if you sell your Tesla with FSD privately the new owner will get to keep FSD on that vehicle.
如果你错过了这个消息，关于私人销售中全自动驾驶（FSD）功能可转让的问题存在一些混乱。听起来特斯拉实际上又修改了关于这一规定的规则。现在最新的消息是，如果通过私人销售出售你的特斯拉，在交易中FSD将继续留在新车上。这对所有的相关方来说都是好消息。所以在第三季度，如果你将带有FSD的特斯拉私下出售，新的车主将能够保留该车上的FSD功能。
This one is a few days old but India has rejected BYD's proposal for that $1 billion factory in India due to security concerns with respect to Chinese investments in India that were flagged during deliberations.
这条新闻虽然有点旧，但印度已经因为对中国在印度的投资安全存在担忧，而拒绝了比亚迪（BYD）在印度建设10亿美元的工厂的提议。在讨论期间，一些与中国投资相关的安全问题被提及，因此印度作出了这一决定。
I think many of us here love two things. Tesla and I would guess dogs. With that said a longtime supporter of the channel and a big fan of Tesla Jamie launched his own YouTube channel. He's been training dogs and dog owners now for over 20 years. Awesome guy I've had the pleasure of chatting with him offline. So if you want a cool guy to chat Tesla or dogs with go check out Jamie's YouTube channel it'll be linked below. He's the man.
我认为我们这里的许多人都喜欢两件事。特斯拉和我猜狗。在这种情况下，曾经长期支持该频道并且是特斯拉的忠实粉丝的杰米启动了自己的YouTube频道。他已经训练狗和狗主人超过20年了。他非常出色，我很高兴有机会与他进行线下聊天。所以如果你想要一个很酷的伙伴一起聊特斯拉或狗，去看看杰米的YouTube频道吧，下方有链接。他就是那个人。
And we have the YouTube channel Met God in the wilderness saying that production at Fremont has stopped. Maybe Monday no word on how long the stop may be. But again Elon told us to expect this in quarter three.
我们有YouTube频道“在荒野中与上帝相遇”表示弗里蒙特的生产已经停止。或许星期一还没有消息关于停产将持续多久。但埃隆再次告诉我们应该在第三季度预计到这一情况。
You can find me on Twitter at Dylan Loomis22. 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，账号是Dylan Loomis22。希望大家有美好的一天。如果你们喜欢这个视频的话，请给它点赞，也非常感谢我所有的“赞助者”。