Industry Consolidation Is Here / Autonomous Regulation Talks / Porsche's "Major Challenges" ⚡️
发布时间 2023-07-26 22:25:47 来源
摘要
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00:00 - Elon PG&E Chat
1:03 - V4 Station Opened
1:33 - Last Mile Delivery Study
2:11 - Tesla Partners w/ Casino
3:06 - Get Your Popcorn Ready
6:36 - Operating Profit Comparisons
7:41 - iZEV in Canada
8:11 - VW Investing in Xpeng
9:32 - Interest Rate Impact
10:18 - AV Regulations
11:42 - Tesla Vehicle Restriction
12:04 - Stellantis Cost Cutting
12:35 - Porsche Challenges
13:03 - Waymo's Focus
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GPT-4正在为你翻译摘要中......
中英文字稿 
People are going to use a lot of electricity, like a lot of Tesla founder Elon Musk joined PG and ECEO for a riveting reality check in order to power all the electric vehicles that will be coming down the road and the electric heaters and stoves that will replace natural gas. What will it take? I would just say whatever your demand predictions are for electricity, I suspect they are too low. We need a troubling electrical output. So you can mark my words here. An electrical output will triple. Yeah, it's my emboggling and it's you know, we're on an innovation summit today and today is about innovating with new R&D and new technology.
人们将使用大量电力，像特斯拉创始人埃隆·马斯克一样，他加入了太平洋煤气电力公司的首席执行官，以确保未来电动车辆的需求和取代天然气的电加热器和电炉的电力供应。需要做些什么呢？我只能说，无论你对电力需求的预测是多少，我都怀疑它们都太低了。我们需要大量的电力输出。所以你可以记住我的话。电力输出将会增长两倍。是的，这是我的预料之外，并且在创新峰会上，今天我们将与新的研发和新技术一起创新。
The challenge is how to upgrade electrical output at the lowest cost to society. But it's going to take billions of dollars for a utility that's already struggling financially with lawsuits. We have to have a grid that is ready for the demand that electrification will bring. Unfortunately, we have the Sun, which is throwing off a start about energy and it's zero maintenance and it just shows up every day. It's amazing. Welcome to electrified. It's your host Dylan Lumis from Esther just a few days later and that fourth of the four supercharger this one in Gratz, Austria is now open. Here's the setup. Personally, I would love to see more of these supercharger locations with canopies for these snow, rain and elements. But this station does have the stalls with this screen and people are still calling it a card reader. I wish somebody would upload a video of using this screen. But so far, I haven't seen anything yet.
挑战在于以社会最低成本升级电力输出。然而，这需要数十亿美元的投资，而这家公用事业公司目前在面临诉讼方面已经面临经济困难。我们必须拥有一个能够应对电气化带来需求的电网。不幸的是，我们有太阳，它提供了一个关于能源的起点，零维护且每天都出现。这太神奇了。欢迎来到电动化世界。我是你的主持人迪伦·卢米斯，距上一次节目仅过去几天，这是第四个超级充电站，位于奥地利格拉茨。下面是设置情况。个人而言，我喜欢看到更多带有顶棚的超级充电站，可以防雪、防雨和防风。但是这个充电站有带屏幕的车位，并且人们仍然称其为刷卡器。我希望有人能上传一个使用这个屏幕的视频。然而目前为止，我还没有看到任何相关内容。
This company Circuit surveyed 932 delivery drivers and 109 delivery dispatchers to figure out their strategies for going green. When asked about their preferred brand of VV Tesla ranked number one for 51% of delivery drivers and 38% of dispatchers. Ford was second for dispatchers at 28% and Nissan second for drivers at 19%. This article didn't share too much in the way of specifics other than mentioning that the driver surveyed really were focusing on that last mile delivery. But no surprise for the folks actually driving the vehicles over half of them preferred Tesla.
这家名为Circuit的公司对932名送货司机和109名派遣员进行了调查，了解他们的环保策略。当被问及他们首选的电动汽车品牌时，51%的送货司机和38%的派遣员选择了特斯拉（Tesla）这个品牌，位居首位。派遣员中，福特（Ford）以28%的比例位居第二，而送货司机中，尼桑（Nissan）以19%的比例位居第二。除了提到受访的司机们关注着最后一英里的送货之外，这篇文章并没有提供太多具体细节。但毫不奇怪，事实上开车的人中超过一半的人更倾向于选择特斯拉。
A well-known casino and resort area in Connecticut has struck a deal with Tesla to avoid the direct sales ban in the state. The Mohican son will be opening a state-of-the-art Tesla EV showroom set to open this fall. The sales and delivery center will be located in the shops at Mohican son and guests will be able to learn more about Tesla's solar and storage products. How are they pulling it off doing it on sovereign tribal land. When it's open, Connecticut residents and beyond can conveniently purchase and pick up their Tesla vehicles. Tesla will also collaborate with Mohican to integrate local talent into its workforce and development programs. Here's a peek inside the shops at the Mohican and as you can see, pretty swanky test drives for popular Tesla models will also be possible around the resort and momentum dollars through Mohican son's loyalty rewards program will be accepted for Tesla purchases. This is one I have to admit I am very excited to watch this unfold for better or worse.
在康涅狄格州一个著名的赌场度假区，他们与特斯拉达成了一项交易，以避免该州对直销的禁令。莫希干人的儿子将开设一家最先进的特斯拉电动汽车展厅，计划于今年秋季开张。销售和交付中心将设在莫希干人的商店中，让客人能够更多地了解特斯拉的太阳能和储能产品。他们是如何在主权部落领土上开设的呢？当展厅开放后，康涅狄格州以及其他地方的居民可以方便地购买和提取他们的特斯拉汽车。特斯拉还将与莫希干人合作，将当地人才融入到他们的工作队伍和发展计划中。这里有一些关于莫希干人商店的内部情况，正如你所看到的，人们可以在度假区附近体验豪华的特斯拉车型试乘，莫希干人度假区的积分奖励计划还能被用来购买特斯拉。我必须承认，我对这个计划的发展非常兴奋，不管好坏都好。
A group of major automakers have announced they're forming a new company to provide EV charging in the US to challenge Tesla and a bid to take advantage of Biden administration subsidies. The company's included GM still anti in its Kia affiliate Honda BMW and Mercedes notable name left out no Ford yet. This coalition will aim to become the leading provider of fast charging in North America with a target of rolling out 30,000 chargers starting along major highways and in cities. So yes, it's true to some degree this new company that's so far unnamed will be competing with Tesla. But again, zooming out for the EV movement, we need all of the public infrastructure charging we can get. So ultimately, this will be a great thing for ev adoption. The group said they're open to additional investment or participation from other companies, including outside the auto industry.
一群主要的汽车制造商宣布他们将组建一家新公司，在美国提供电动汽车充电设施，以挑战特斯拉，并利用拜登政府的补贴。该公司的成员包括通用汽车及其子公司凯亚、本田、宝马和奔驰等知名品牌，唯独福特没有加入。这个联盟的目标是成为北美快速充电设施的主要提供商，在主要高速公路和城市推出3万个充电桩。因此，到某种程度上说，这个迄今为止尚未命名的新公司将与特斯拉竞争。但从电动汽车推广的整体角度来看，我们需要尽可能多的公共基础设施充电设施。因此，从长远来看，这对于电动汽车的普及将是一件好事。该团队表示，他们对其他公司的投资或参与持开放态度，包括汽车行业外的公司。
The good news, this new company will support both CCS and the Tesla standard. So yes, Tesla owners will be able to use this new network to if they want the executives of the seven auto brands set a charging network built out like gas stations with restrooms, food service and retail operations would support a faster rollout of EVs.
好消息是，这家新公司将支持CCS和特斯拉标准。因此，特斯拉车主如果愿意，他们就可以使用这个新网络。七个汽车品牌的高管设立一个类似加油站的充电网络，并配备卫生间、餐饮服务和零售业务，将有助于更快地推广电动汽车。
Naturally, these other automakers have been wary of Tesla's dominance and we have Carlos Tavares, the CEO of Stellantis saying we don't want those usages, these other companies customers using Tesla superchargers to be manipulated to the point where they would be a marketing tool in the hands of our competitors to conquest our customers.
自然而然，其他汽车制造商对特斯拉的主导地位持谨慎态度。斯泰兰蒂斯公司的首席执行官卡洛斯·塔瓦雷斯表示，我们不希望那些使用特斯拉超级充电站的其他公司的顾客受到操控，以至于它们成为我们竞争对手征服我们客户的一种营销工具。
Mary Barra said this new venture won't change GM's existing commitments or collaborations. Ford meanwhile continues to invest in its own network, but declined to say if they would be joining the new venture. It should be noted though, this new company is still subject to regulatory approval. The first of the United States chargers should be ready by next summer 2024. And they didn't really give any detail on the cost other than saying it's a multi billion dollar investment.
玛丽·巴拉表示，这个新的冒险不会改变通用汽车的现有承诺或合作。与此同时，福特继续投资于自己的网络，但拒绝透露他们是否会加入这个新的冒险。然而，值得注意的是，这个新公司仍然需要获得监管批准。美国的第一个充电站将在2024年夏季准备就绪。关于成本，他们没有提供任何详细信息，只是说这是一个价值数十亿美元的投资。
The network is expected to have 10 to 20 charging plugs per station, meaning there would be a minimum of 1500 stations or a maximum of around 3000. The seven auto makers said they would use renewable energy as much as possible to power the chargers. And these stations would have canopies and those amenities aforementioned. ARS Technica is one of the only publications covering this story that have mentioned Canada to follow at a later date.
预计每个站点将拥有10到20个充电插座，这意味着最少会有1500个站点，最多约为3000个。这七家汽车制造商表示，他们会尽可能使用可再生能源来为充电器供电。而且这些充电站将配备天篷和上述提到的其他设施。《ARS Technica》是为数不多报道此事件并提到加拿大将在以后跟进的媒体之一。
Most of you guys already know why this is going to be so interesting. Now we have seven different companies that are all scrambling to find new software and hardware to use in its electric vehicles. And now for its charging network in this new joint venture. And I'll say this, at the end of the day, it does not matter how many stations or plugs are available. What matters is how many stations and plugs are available that work reliably. The timeline for this 30,000 plug rollout is 2030.
你们大部分已经知道为什么这将非常有趣。现在我们有七家不同的公司都在竞相寻找新的软件和硬件用于他们的电动车。还有这个新的合资公司的充电网络。我要说的是，最重要的不是有多少充电站或插座可用，而是有多少可靠地可用的充电站和插座。这30000个插座的计划完成时间是2030年。
I will say this though, having these seven companies essentially consolidate into one to roll out these charging stations will be a great thing for the end consumer if they can get it to work. Rather than each of these seven companies rolling out their own stations with their own hardware and their own software and everything would just be so fragmented, more so than it already is.
虽然我要说的是，如果这七家公司能够将其合并为一个来推出这些充电站，这对终端消费者将是一件好事。相比每家公司单独推出各自的充电站、使用各自的硬件和软件，导致市场更加分散，如果他们能够让合并计划真正实施起来，那将使现状变得更加有序。
Kyle vote from Cruz just said, we have something else that's been in the works for a few years that is highly disruptive to the already highly disruptive autonomous vehicle industry. So a bit of a cliffhanger there, shifting to GM's numbers from Q two, only 2% of the vehicles sold last quarter were electric about 16,000 in total. That number is just North America.
凯尔在克鲁斯刚刚说到，我们还有一项在几年前就开始着手的项目，对已经高度颠覆性的自动驾驶汽车行业造成了极大的冲击。所以有点悬念，现在我们来看一下通用汽车第二季度的数据，只有2%的销售车辆是电动车，总共约为16,000辆。这个数字仅包括北美地区。
But this is what I wanted to highlight. There are now a lot of different articles talking about operating profit and how all of the competition is closing the gap to Tesla, which yes, on the surface is true. However, we need to remember Tesla is posting these operating profits already making electric vehicles, which we know are right now more expensive to manufacture. The reality is most of these comparisons are really apples to oranges because most of the competition still gets a majority of their revenue and all of their profit from ice vehicles. So as I talked about after the Q two earnings, these numbers will always fluctuate up and down for all companies in the long run. It means very little, but just wanted you to keep that in the back of your mind.
但这是我想要强调的。现在有很多不同的文章谈论营业利润以及所有竞争对手正在缩小与特斯拉之间的差距，这个表面上是真的。然而，我们需要记住特斯拉发布这些营业利润时已经在生产电动车，我们知道现在生产电动车成本更高。事实上，大部分这些比较真的是不可比较的，因为大部分竞争对手仍然从传统燃油车获得大部分收入和全部利润。所以就像我在第二季度财报后讲过的那样，这些数字在长期内会一直波动上下。这并不代表什么，但我只是希望你记住这一点。
Another Canadian eyes have record for June in the month Tesla delivered 4096 model threes to Canadians during the month, which accounted for nearly a third of eligible ZEVs delivered through the first six months of this year. The rebate program has supported the purchase of 47.5 thousand ZEVs.
加拿大又有一个记录！在六月份，特斯拉向加拿大交付了4096辆Model 3，这几乎占到了今年前六个月符合资格的零排放车辆交付量的三分之一。该补贴计划已经支持了购买了4.75万辆零排放车辆。
The full year figure for 2022 was 57.5 thousand year to date Tesla, Hyundai and Chevy, the 123 leading the way for this eyes of program VW is planning to invest $700 million in X paying to jointly develop EVs in China where VW has seen declining sales VW will eventually hold a 4.99% stake in Chinese company via a capital increase and is getting an observer board seat.
2022年全年的截至今日特斯拉、现代和雪佛兰的销量总计为57.5万辆，其中特斯拉占据了领先地位，达到了123万辆。大众汽车计划投资7亿美元在中国参与共同开发电动车，因为大众汽车在中国市场销售额日渐下滑。大众汽车最终将通过增资持有中国公司4.99%的股份，并获得一个董事会观察员席位。
The Audi premium brand will deepen ties with SAIC to also bolster its EV lineup with his deal. VW now has four carmaker partnerships in China. VW and X paying plan at least two new battery powered models with the first due to arrive on the market in 2026. And in your typical corporate speak, VW said in a statement, the vehicles are to be equipped with state of the art software in hardware.
奥迪高端品牌将加强与上汽的合作，以进一步提升电动车产品线。大众目前已在中国建立了四个汽车制造商合作伙伴关系。大众和X公司计划至少推出两款新的电池动力车型，首款车型将于2026年上市。大众在一份声明中称，这些车辆将配备最先进的软件和硬件。
This one really highlights the divergence between companies like Tesla aggressively pursuing vertical integration and a lot of these other companies just looking to form partnerships because they can't do anything on their own. VW has been working with companies in China for autonomous driving tech like Horizon Robotics partnering with Thundersoft for software and Goshen high tech for batteries. Going back to those operating profit charts, Tesla has its entire autonomous stack, both the hardware and the software in house, which yes, costs more money upfront, but in the long run will save them millions, if not billions on costs and profit margins to other companies.
这个例子真正突显了特斯拉等公司积极追求垂直整合和其他一些公司只是寻求合作伙伴关系之间的差异，因为他们自己什么都做不了。大众正在与中国公司合作开发自动驾驶技术，例如Horizon Robotics与Thundersoft合作开发软件，与Goshen高科技合作开发电池。回到那些营运利润的图表，特斯拉在自主驾驶方面拥有全部的硬件和软件，虽然一开始的成本更高，但从长远来看，这将为他们节省数百万甚至数十亿的成本和利润率，相较于其他公司。
Throughout this year, we also have to keep in mind the overall environment we're still in in just the last three months, new vehicle interest rates rose from 4.5% in March to 7.2% in June. On the used side, the APR went from 8.1% to 11%. To show you the real world impact of that exact interest rate jump on a $48,000 loan, the 4.5% interest rate would be a monthly payment of about $895 or a total cost over the life of the loan of 61.9,000. The 7.2% rate takes that exact same loan to a monthly payment of $954 or a total cost of $65.6,000 over the life of the loan.
在今年的过程中，我们还必须牢记我们目前所处的整体环境情况。仅过去三个月，新车贷款利率从三月的4.5%上升到六月的7.2%。对于二手车方面，年利率从8.1%增加到11%。为了向您展示这种利率上升对一笔4.8万美元的贷款的真实影响，4.5%的利率将导致每月约895美元的还款，贷款期限内总成本为6.19万美元。7.2%的利率将使同一笔贷款月还款金额增至954美元，贷款期限内总成本为6.56万美元。
Who knows if any thing will come of this, but at least we have some auto industry executives and lawmakers talking about the need for autonomous vehicle regulation here in the States to compete with China. The head of a major automotive trade group told a house panel Wednesday, the US risks falling behind China if it doesn't move forward on a federal regulatory framework for autonomous vehicles. The CEO of the Alliance for Automotive Innovation said in a testimony, in this time of massive transformation, companies cannot afford to endlessly allocate massive capital into the void of uncertainty. He said Congress has been bogged down on AVs and there's been a little movement on federal rules for nearly a decade. One Republican representative said her goal is to pass AV legislation this year.
谁知道这件事是否会有所进展，但至少我们有一些汽车行业高管和议员在谈论在美国与中国竞争时需要自动驾驶车辆监管的问题。主要汽车贸易团体的负责人星期三在众议院委员会上说，如果美国不在自动驾驶车辆的联邦监管框架上前进，就会有落后于中国的风险。汽车创新联盟的首席执行官在一份证词中表示，在这个巨大转型的时代，企业不能承受将巨额资本无限配置到不确定领域的风险。他表示，国会在自动驾驶车辆方面进展缓慢，近十年来联邦规则进展甚微。一位共和党代表表示，她的目标是今年通过自动驾驶立法。
But we have Missy Cummings now back into the picture this time saying this, any claims China is getting ahead of us in the self driving race and it's our onerous federal regulations that are holding companies back from being successful. I mean, these are false and they're fear baiting. Then the executive director for the Center for Auto Safety said the China competitive threat is a fiction and part of the AV misinformation campaign. I don't know. Would you guys agree?
但是这一次我们有了Missy Cummings回到画面中来，她说中国在无人驾驶竞赛中超过了我们，并且我们繁琐的联邦法规让公司无法取得成功。我觉得这些说法都是错误的，是在散播恐惧。然后，汽车安全中心的执行主任表示，中国的竞争威胁是虚构的，是自动驾驶车辆的误导性宣传的一部分。我不知道，你们同意吗？
Either way, China risk aside, the sooner we can have some clarity on the regulatory environment for autonomous testing and eventual robots axes, the better.
不论中国风险如何，尽早获得自主测试和最终机器人轴方面的监管环境的明确，将更有利。
Tesla vehicles are being barred from parts of a major Chinese city as it prepares for a visit by President Xi Jinping. The authorities told officials to block Tesla from some areas related to his visit. This of course stems from security concerns that Tesla vehicles can gather allotted video footage and that data with the cameras. But we don't need to make this a bigger deal than it really is.
特斯拉车辆在一座中国重要城市的部分地区被禁止进入，因为该城市正为习近平主席的访问做准备。当局要求官员在与他访问相关的一些地区限制特斯拉的通行。当然，这是出于安全考虑，因为特斯拉车辆可以利用其摄像头聚集视频和数据。但我们没有必要把这件事夸大化。
Carlos Tavares and Stellantis have said they still have no plans to lower prices on vehicles and they're looking at slashing production costs and they said more job cuts in the United States are possible. They've recently been accused of skimping on janitorial work. Tavares said Stellantis may need to further adapt its industrial footprint in Europe and the US. Basically, Stellantis is now applying the pressure to its supply base to try to get better deals on components. Some of this pressure, of course, coming from the Chinese competition.
卡洛斯·塔瓦雷斯和斯泰兰蒂斯表示，他们仍然没有降低车辆价格的计划，而是打算削减生产成本，并表示可能会在美国进一步裁员。他们最近被指责节约清洁工作。塔瓦雷斯表示，斯泰兰蒂斯可能需要进一步调整其在欧洲和美国的产业布局。基本上，斯泰兰蒂斯现在正在向其供应基地施加压力，以争取得到更好的零部件交易。当然，部分压力来自于中国的竞争。
Today, Porsche warned that supply chain problems were hampering B.E.V. production and they pointed to slower growth in Europe and China. They're facing major challenges in securing special parts like high voltage heaters. Oliver Bloom said there's no week where we have no supply chain issue. Porsche also said the recovery in the Chinese market was not progressing as expected and that it foresaw a slowdown in the German market despite strong growth this year so far.
今天，保时捷警告称供应链问题正妨碍其电动汽车（B.E.V.）的生产，并指出欧洲和中国增长放缓。他们在获取高压加热器等特殊零部件上面临重大挑战。奥利弗·布鲁姆表示，我们没有一周没有供应链问题。保时捷还表示，中国市场的复苏进展不如预期，并预见到虽然今年以来德国市场强劲增长，但将会出现放缓。
In a new press release, Waymo has said due to the substantial commercial opportunity they're seeing on the ride healing front. We've made the decision to focus our efforts and investment on ride healing. So they'll push back the timeline on their commercial and operational efforts on trucking as well as most of their technical development on that business unit. But they said they will continue their collaboration with Daimler Truck North America to create a redundant chassis to facilitate autonomous trucking. So Waymo is now laser focused on ride healing.
在一份新的新闻稿中，Waymo表示由于他们看到了出租车领域巨大的商业机会，他们决定把精力和投资集中在出租车服务上。因此，他们将推迟商业和运营方面在卡车领域的计划，并且将推迟大部分与该业务部门相关的技术开发。但他们表示将继续与戴姆勒卡车北美公司合作，共同创建冗余底盘以促进无人驾驶货车的发展。因此，Waymo现在专注于出租车服务。
I have a lot going on today so had to be a quick one for today. But you can find me on Twitter at DylanLoomis22. 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.
今天我有很多事情要做，所以要快速结束。但你可以在Twitter上找到我，我的用户名是DylanLoomis22。希望你们都有一个美好的一天。如果你喜欢这个视频，请点赞，并对我所有的Patreon支持者表示衷心的感谢。