Giga Nevada Expansion Update / GM Announces V2H / New Tesla VPP ⚡️

Welcome to Electrified, it's your host Dylan Loomis-Quick-Shoutout to my newest patrons, Nick P and Brian R. Thank you for choosing to support the channel. Replying to whole Mars, Elon said 13 years is a long tour of duty. Zach will spend time with friends and family and then do something else. If I was in charge of hiring at Rivian or Lucid, I would be throwing the bank at him.

欢迎来到Electrified！我是主持人Dylan Loomis-首先向我的最新赞助人Nick P和Brian R致以问候。感谢你选择支持这个频道。回应火星全景，埃隆表示13年是一段很长的工作期。Zach将花时间和家人和朋友在一起，然后找其他事情做。如果我是Rivian或Lucid的招聘负责人，我会为他提供丰厚的薪酬。

Please check on this one if it applies to you, but Trev on X said his Tesla sales advisor told him the FSD transfer process was modified again. Saying you no longer have to configure your new vehicle with FSD because apparently they were charging tax on that $15,000 amount for the new FSD subscription, but now you don't have to choose that option and it could save you over $1,000 on that tax alone. So if you're considering this FSD transfer for quarter three only, be sure to keep this in mind.

如果适用于您，请检查一下这个问题。X上的Trev说他的特斯拉销售顾问告诉他完全自动驾驶（FSD）的转让流程又进行了修改。据说现在您不再需要在新车上配置FSD，因为他们似乎对新的FSD订阅收取了15000美元的税费，但现在您不必选择该选项，这样就可以仅仅通过节省这笔税款超过1000美元。所以，如果您只考虑在第三季度转让FSD，请务必记住这一点。

Over the past few days, we've heard about the reports that Project Thailand has started trial production and is expected to start mass production in September, deliveries in October. The cost could be around $27,000,000. But I wanted to touch on it'll use the 66kWh M3P battery, which is LFMP chemistry, lithium iron manganese phosphate. For what it's worth, that does check out with prior rumors where Chris Zhang said it was going to use LFMP, same battery size, and an EPA range of about 290 miles. He didn't mention if that was for the rear wheel drive or the performance variant, but either way we should just wait for official numbers anyway. That said, I do think we should be expecting some level of a range increased with the highland release and the question will be on the charging curve. Currently, the Model 3 was using an LFP60kWh pack with a charging speed max of about 170kW. If the speculation is true, we get an additional 6kWh and we'll see on the charging speed.

在过去的几天里，我们听说泰国项目已经开始试生产，并预计将在9月开始大规模生产，10月交付。成本可能约为2700万美元。但我想说的是它将使用66kWh的M3P电池，它是LFMP化学结构，锂铁锰磷酸盐。就这一点而言，这与以前的传言是一致的，Chris Zhang曾表示它将使用LFMP，相同的电池容量，并具有大约290英里的EPA续航里程。他没有提到这是针对后驱还是性能版本，但无论如何，我们都应该等待官方数据的发布。也就是说，我认为我们应该期待高地版本有一定程度的续航增加，而问题将在充电曲线上。目前，Model 3使用的是LFP60kWh电池组，最大充电速度约为170kW。如果这个推测是真实的，我们将获得额外的6kWh，并将在充电速度上看出效果。

So could we get the first Project Highland and the first Cybertruck deliveries in October?

那么我们是否可以在十月份收到首批高地项目和首批赛博卡车的交付？ 意思是，我们能不能在十月份收到这些项目的首批产品交付？

There are a lot of people this morning saying that Tesla has officially launched its third party app store, but I don't think we're there just yet. Let me explain why. For a long time, Tesla customers were using unofficial third party apps like TeslaFi, Tesla, and it's really just the way that these apps actually communicated with Tesla and what types of data they had access to. But if you go back to the end of June this year, not a Tesla app showed us some screenshots on your web, on your Tesla profile, you could begin to manage official third party apps, but at the time you couldn't actually add any yet. Fast forward to today and the first official third party app, only really as far as I can tell through mobile and the web is Standard Fleet, a Tesla ride sharing and EV sharing company that operates globally. Standard Fleet has online and mobile tools to ensure EV fleets are managed efficiently and profitably. We've talked about companies like Revel doing ride sharing with Model Wys in New York in the past, but this company and others are supporting Standard Fleet. Going to Standard Fleet's help articles scrolling down, you'll find this one sign in with Tesla and it says, this system hosted and managed by Tesla provides a direct way to authorize Standard Fleet to connect to your vehicles. From there on a Tesla hosted page, you grant access to certain information and you can actually revoke Standard Fleet's access at any time on Tesla.com. And they're saying logging in this way does not give your passwords to Standard Fleet at all. And Tesla Roddy shared this screenshot of a profile with Standard Fleet now showing up and the ability to manage it right through your Tesla security dashboard. But the distinction we need to make, we need to ensure we don't conflate third party app access via mobile and web with an actual app inside of the Tesla UI dash in the vehicles. I could be wrong here, but as far as I can tell, there's not going to be a standard fleet icon in your Tesla vehicle's screen. Now in fairness, Tesla officially allowing some of these third parties to directly pull some of their data direct from Tesla is absolutely a great first step in that direction. But having some of these apps on your Tesla vehicle screen is a different thing than just allowing apps via the web or mobile to access that data. For me personally, I'm not holding my breath for an actual app store in the Tesla vehicle until autonomy is here, because then you'll have a lot of developers and entrepreneurs that just have more use cases for building some of these apps for inside Tesla vehicles. And by that time, the fleet will continually grow and it just becomes more and more attractive for those developers. I'm just not sure we're there yet, but again, this is a step in the right direction.

今天早上有很多人说特斯拉正式推出了第三方应用商店，但我认为我们还没有完全到达那个阶段。让我解释一下为什么。很长一段时间以来，特斯拉的客户一直在使用非官方的第三方应用，比如TeslaFi、Tesla等，这些应用与特斯拉的通信方式以及他们能够访问的数据种类确实是存在差异的。但如果回到今年6月底，一个叫Not a Tesla的应用在其网站上显示了一些截图，你可以在特斯拉个人资料中开始管理官方的第三方应用，但当时你实际上还不能添加任何应用。快进到今天，在我所知道的范围内，第一个正式的第三方应用，主要通过移动设备和网络进行，是一个在全球范围内运营的特斯拉共享交通和电动汽车共享公司，名为Standard Fleet。Standard Fleet拥有在线和移动工具，以确保电动汽车车队能够高效、有利可图地管理。我们过去曾谈论过像Revel一样的公司，在纽约使用Model Wy进行共享出行，但这家公司以及其他一些公司都在支持Standard Fleet。进入Standard Fleet的帮助文档往下滚动，你会发现有这样一篇文章，上面写着“使用特斯拉账号登录”，并且它表示，由特斯拉托管和管理的系统提供了一种直接的方式，将Standard Fleet与你的车辆连接起来。从那里，在特斯拉托管的页面上，你可以授权访问某些信息，而且你可以随时在Tesla.com上撤销Standard Fleet的访问权限。而且他们说，通过这种方式登录不会将你的密码提供给Standard Fleet。Tesla Roddy分享了一个带有Standard Fleet的个人资料的截图，现在可以通过特斯拉安全仪表板直接进行管理。但是我们需要明确的区分是，我们不能混淆通过移动设备和网络访问第三方应用与实际在特斯拉车载界面内的应用。我可能是错的，但据我所知，你的特斯拉汽车屏幕上不会显示Standard Fleet的图标。公平地说，特斯拉正式允许一些第三方直接从特斯拉获取部分数据，绝对是朝着这个方向迈出的重要一步。但是，在特斯拉车辆上有一些这些应用与仅仅允许通过网络或移动设备访问这些数据是不同的。对于我个人来说，除非自动驾驶技术到来，否则我不会对特斯拉车载应用商店抱有太多期待，因为到那时，将会有很多开发者和创业者有更多的用例来为特斯拉车内构建这些应用。而且到那时，特斯拉车队将不断增长，对这些开发者来说会更加吸引人。我只是不确定我们是否已经完全到达了那个阶段，但再次强调，这是朝着正确方向迈出的一步。

This was a great video by AI driver comparing the difference between hardware three and hardware four when it comes to camera clarity. And just a note from yesterday on that hardware for segment where green the only said that hardware four had about half the RAM and storage as hardware three, that was really only on the entertainment side, meaning the infotainment in the vehicle. So I just wanted to make that clear from yesterday.

这个AI驾驶员制作的视频非常棒，比较了硬件三和硬件四在相机清晰度方面的差异。关于昨天关于硬件四的一段话，格林仅仅说了硬件四的RAM和存储容量只有硬件三的一半，这仅仅是指车辆上的娱乐系统，也就是信息娱乐设备方面。所以我只是想昨天的那个问题再次明确一下。

Esther is telling us that all V three superchargers at Gigabra Lynn will be replaced for V four stalls. She then shared a few images here is one of those. And then Sawyer shared this image showing some of the V four stalls already up at Gigabra Lynn. So naturally, the question becomes will Tesla begin replacing V three stalls in the real world, not at a Gigafactory personally, I'd be surprised if they did I would just imagine they would roll out more V four stalls and leave the V three ones as is, but maybe in select locations, we do see a replacement of sorts. But obviously having V four stalls at your Gigafactory's makes the most sense just for testing purposes if nothing else.

Esther告诉我们，Gigabra Lynn的所有V3超级充电桩将被更换为V4充电桩。她分享了几张图片，这是其中一张。然后，Sawyer分享了这张图片，展示了一些已经安装在Gigabra Lynn的V4充电桩。所以自然而然的问题是，特斯拉是否会在实际世界中开始更换V3充电桩，而不是只在Gigafactory进行更换。就个人而言，如果他们这样做，我会感到惊讶，我会想象他们会推出更多的V4充电桩，并将V3充电桩保持原样，但也许在一些特定地点，我们确实会看到类似的更换。但显然，在您的Gigafactory拥有V4充电桩是最有意义的，即使只是出于测试目的。

Tesla North America tweeted 3200 plus supercharger posts added in North America over the last six months. So if you have about 10 per station, that's about 320 locations, then per year, that's about 640 640 stations per year in North America divided by 12 months is about 53 new stations every month being added in North America.

特斯拉北美在过去的六个月中在北美新增了3200多个超级充电桩。如果每个站点大约有10个充电桩，那么就是大约320个位置。按年计算，在北美每年新增约640个充电站，每个月约新增53个新站。

Tesla and energy hub have teamed up to allow new access through the mobile app for Tesla Powerwall owners in Massachusetts, Connecticut and Rhode Island. Essentially, the program is linking batteries across the states virtually to create virtual power plants. Depending on where you live in the size year battery, you may be able to earn up to $1500 per year for the power you provide to the grid if you're a Powerwall owner. For those of you in these states, I'll put Tesla's blog post on this partnership below and yes, for this one, it's with or without solar. This really is such a cool program when you think about what's going on connecting these houses statewide for this virtual power plant and as the customer, you don't do anything after you're unrolled. The Tesla Powerwall does everything for you automatically. The more offerings like this in the more states and locations, the better.

特斯拉和能源枢纽已经合作，在马萨诸塞州、康涅狄格州和罗德岛为特斯拉Powerwall的拥有者提供了通过移动应用程序进行全新访问的机会。基本上，该计划通过虚拟连接各州的电池，创建虚拟发电厂。根据您所在地区和电池容量的不同，作为Powerwall的拥有者，您可能每年能够通过向电网提供电力而获得高达1500美元的收入。对于这些州的居民来说，我会在下面放上特斯拉关于这次合作的博客文章，而且，这个计划是可以安装或不安装太阳能的。当你考虑到发生的事情，把这些住宅在整个州范围内连接起来形成一个虚拟发电厂，这真的是一个非常酷的计划，作为顾客，您只需要在注册后就无需再做其他任何事情了。特斯拉Powerwall会自动为您完成一切。希望在更多的州和地区都能推出类似的产品。

We got the weekly China insured number for Tesla 12800, plugging that data into the table if you wanted to compare it to the same week in quarter two, that number was 5900, but that was during the time when Gigas Shanghai was shut down for the Labor Day holiday for a few days. Zooming out in quarter two through weeks one through five, Tesla was at 46.8000 and through the same timeframe in quarter three, we're at 44.3000. This week alone, boosting Q3 numbers by about 6900 units relative to quarter two.

我们获得了特斯拉在中国每周的保险数量，为12800辆。如果你想将这个数据与第二季度的同一周进行比较，那个数字是5900辆，但那是在上海超级工厂因为劳动节假期暂时关闭的时候。回顾第二季度的周一至周五，特斯拉销量为46,800辆，而在第三季度的同一时间段，我们销量为44,300辆。仅仅本周，相较于第二季度，我们的销量增加了约6900辆，为第三季度的销量增加了动力。

As of today, GM is promising the 2024 Blazer, Equinox, Cadillac, Lyric and soon to be revealed Escalade IQ will all feature vehicle to home charging and GM said the whole retail portfolio of all team vehicles will have vehicle to home by 2026. Important to note, the current 2023 version of the Cadillac Lyric does not yet have vehicle to home charging. So far, this is just another promise from GM, but a great move because Tesla is not doing this yet and it sounds like it's not something they will do so they don't cannibalize Powerwall sales, but this would be a nice competitive advantage for GM if they can actually pull it off and start selling some of these EVs.

截至今日，通用汽车（GM）承诺将在2024年推出Blazer、Equinox、Cadillac Lyric以及即将揭幕的Escalade IQ等车型，全部支持车辆对家庭充电。GM表示，到2026年，其整个零售车型组合将全部实现车辆对家庭充电。值得注意的是，当前版本的2023款Cadillac Lyric尚未支持车辆对家庭充电。迄今为止，这仅是GM的又一个承诺，但这是一个重要的举措，因为特斯拉尚未做到这一点，而且似乎也不会这样做，以免影响其Powerwall的销售。然而，如果GM能够真正实现这一点并开始销售这些电动车，这将是他们一个不错的竞争优势。

Lucid dropped the official specs for the $250,000 Sapphire Edition, 0-60, 1.89 seconds. Their Halo car will have three motors, four driving modes, carbon ceramic brakes, aerodynamic package, sport seats, track tune suspension and more. 1,234 horsepower and an EPA estimated range of 427 miles. Production of the Sapphire begins in September with deliveries following after and the Sapphire will be built on a 900 volt plus charging system. Right now, Lucid also has three separate recalls out for its air vehicles, one of which covers all vehicles built to date. Two of them are going to be fixed by a software update. One has to do with a nut for the windshield wiper where they're essentially retorking those nuts and they've already done it on about 2400 vehicles with about 5.5 thousand yet to do. If you're wondering why Lucid stock is up about 12% so far today, I am too, but my guess would be because they reiterated their target of hitting 10,000 vehicles produced this year.

Lucid发布了售价25万美元的Sapphire Edition的官方规格，0-60加速时间为1.89秒。他们的Halo车型将配备三个电动机，四种驾驶模式，碳陶瓷制动器，空气动力学套件，运动座椅，赛道调校悬挂等。最高1224马力，EPA估计续航里程为427英里。Sapphire将于9月开始生产，交付将在其后进行，并将采用900伏及以上的充电系统。目前，Lucid还面临三起气囊召回事件，其中一起涵盖了迄今为止所有的车辆。其中两起将通过软件更新来解决。其中一起问题涉及到挡风雨刮器的螺母，他们正在对这些螺母进行重新固定，已经在约2400辆车上完成，还有约5500辆车待处理。如果你正在猜测为什么Lucid股票今天上涨了约12%，我也是一样，但我的猜测可能是因为他们重申了今年产量达到1万辆的目标。

This is a good to see from Chargepoint, a new initiative spending millions of dollars to try to improve the uptime at its chargers. I just think it's kind of funny that this company has a whole project basically trying to get its product to work how it's supposed to work. Chargepoint now has a network operating center that's live as of this month to deliver 24/7 proactive monitoring to ensure any station issue almost can be instantly and remotely identified across their 243,000 active ports under management. This is cool. The NOC's machine learning and natural language capabilities will automatically process big data feeds and social media mentions to pinpoint individual charging stations with issues and then they'll work on a 24 hour response time. Finally, Chargepoint is developing a comprehensive training and certification program for electrical contractors. They're expecting this program to go live early 2024.

这是一个好消息，Chargepoint进行了一项新的举措，投资数百万美元来尝试提高其充电桩的正常运行时间。我觉得有点有趣，这家公司居然拥有一个完整的项目，基本上是尝试让他们的产品按照应有的功能正常工作。从本月开始，Chargepoint现在拥有一个全天候运行的网络运营中心，可以对其管理的24.3万个活跃端口进行24/7的主动监测，以确保几乎可以立即远程识别出任何站点问题。这很酷。这个网络运营中心的机器学习和自然语言功能将自动处理大数据流和社交媒体提及，以准确定位存在问题的单个充电站，然后他们将在24小时内响应。最后，Chargepoint正在开发一个全面的培训和认证计划，面向电气承包商。他们预计该计划将于2024年初启动。

Rivian dropped its earnings and one thing of note, they increased their production guidance for this year up to 52,000 from about 50,000 previously. And both Rivian's loss per share and the revenue numbers came in better than expectations. And RJ said driving the narrower than expected losses, they've achieved meaningful reductions in R1 and EDV vehicle unit cost across key components like materials, overhead and logistics. Rivian reiterated it expects to reach positive gross profits sometime in 2024. And that was the catalyst that sent Tesla stock on its first parabolic move up. Rivian lost $412 million for the quarter and they have $10.2 billion in cash on hand. In the slide deck they said in Q2, they produced 13.9,000 and delivered 12.6,000 vehicles, a 50% increase in production over the prior quarter. And that growth is supported by the continued ramp up of their in-house enduro motorline. And I thought this was interesting. R1s represented 70% of their total R1 production in the quarter. It was the first quarter in which they produced more R1s vehicles than R1T. How about a little golf clap for Rivian? That's a solid quarter.

Rivian发布了其收益报告，并有一条值得注意的消息，即他们将今年的产量指引从之前的约5万辆增加到了52000辆。而且Rivian每股亏损和收入数据均超出了预期。RJ表示，为了降低亏损，他们在关键组件（如材料、运营费用和物流）方面实现了R1和EDV车辆单位成本的显著降低。Rivian重申预计在2024年某个时间会达到正面毛利润。这一消息是导致特斯拉股票首次暴涨的催化剂。Rivian在本季度亏损4.12亿美元，手头有102亿美元的现金。在报告中，他们表示在第二季度生产了13.9万辆车，交付了12.6万辆车，较上一季度产量增长了50%。这种增长得到了他们自家Enduro马达生产线的持续推进的支持。值得一提的是，在本季度R1型车占总产量的70%，这是他们首次生产的R1型车大于R1T型车。让我们为Rivian鼓掌，这是一个稳健的季度。

We got a cool article from Forbes India on Tesla's new CFO, Vibav, Tunisia. The former chairman of Price Waterhouse Cooper's India who hired Vibav said right from the time he joined PwC, there was a sense of purpose in him. And he was somebody who sticks out in your memory. Through the 40 years or so at the firm, you tend to categorize people in different brackets into Vibav was always among the top stars, the three or four that stand out. And I know many of us have been mourning the loss of Zach's calming demeanor on the calls and the way he balances Elon. But the PwC chairman of India said what Vibav brings to the table apart from his sense of purpose is his excellent people skills. He's very social, is an excellent accountant, and on ethics is very straightforward. His standards are very high. That's really all we get on Tunisia from this article. But when you think about his Indian roots and his background and how people are talking about him and what he might mean to Tesla's future in India, how he can help navigate those dynamics. I don't know, I'm kind of low. He really excited to see what this guy is all about. And hopefully we can hear from him personally soon.

我们从《福布斯印度》杂志得到了一篇关于特斯拉新任首席财务官维巴夫·突尼斯的很棒的文章。普华永道印度前主席曾雇佣过维巴夫，并表示自从维巴夫加入普华永道以来，他就一直有着明确的目标感。他是那种令人难以忘怀的人。在他在公司工作的40年左右时间里，你会将人们分为不同类别，而维巴夫一直是其中的顶尖之一，是三四个最出色的人之一。我知道我们很多人都对扎克平静的举止和他在平衡埃隆方面所做的贡献感到惋惜。但是印度普华永道主席表示除了他的目标感之外，维巴夫在人际交往方面也具备卓越的能力。他很社交，是一位出色的会计师，而且在道德方面非常直接。他的标准非常高。这是我们从这篇文章中得到的突尼斯的信息。但是当你考虑到他的印度背景以及人们对他的评价，以及他对特斯拉在印度未来的意义，以及他如何帮助应对那些复杂情况时，我不知道为什么，我有点兴奋。我真的很期待看到这个人到底有什么优势。希望我们能尽快亲自听到他的声音。

It appears as though Tesla has their guy for the gig in Nevada expansion that we've really heard crickets about since the beginning of this year. Michael Hilderbrand on LinkedIn is now the gig in Nevada expansion and construction leader. His LinkedIn tells us he's been in this role since July of this year, coming from Eli Lilly and co where most recently he was the executive director of projects for a 2 billion plus capital project building a manufacturing site. You know what that means? It's time for the drone operators to gather around gig in Nevada to keep us all informed. You can find me on X and Instagram both linked below. 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.

看起来，特斯拉在内华达扩张计划方面已经找到了合适的人选，但我们从今年年初开始就没有听到有任何消息。迈克尔·希尔德布兰德在LinkedIn上现在是内华达扩张与建设的负责人。他的LinkedIn页面告诉我们，他自今年7月起担任这个职位，之前他曾在伊莱利利和公司担任2亿美元以上资本项目的执行总监，负责建设制造工厂。你们知道这意味着什么吗？是时候让无人机操作员聚集在内华达扩张计划中，让我们都得到及时的信息。你可以在下面的链接中找到我的X和Instagram账号。希望你们今天有美好的一天。如果你喜欢这个视频，请给它点赞，同时也要感谢我所有的Patreon支持者。