Giga Mexico Groundbreaking / Legacy Auto's New Challenge / Come On, Cruise ⚡️
发布时间 2023-08-10 21:38:32 来源
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00:00 - DC Port %
00:36 - Slap in the Face
2:17 - EV Inventory Levels
3:22 - Tesla Hiring Insight
4:23 - Cruise
5:50 - Health Update (AG1)
7:03 - HW4 IR
7:32 - Model Y Germany
7:47 - Tesla Saves Life
8:06 - German Milestone
8:24 - Giga Mexico Update
9:18 - Tesla Wins Trademark Lawsuit
9:39 - Illinois EV Incentive
9:53 - NHTSA Special Investigation
10:21 - Ford Explorer EV Delayed
10:32 - BYD Takes Ford Plant
10:48 - Auto Loophole
11:55 - Tesla Lathrop
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GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host still in Lumis.
欢迎来到Electrified！我仍然是在Lumis的主持人。
So as of quarter one this year, DC fast charging ports accounted for 21.5% of all public charging ports. This is from Energy.gov and as you can see of the now over 140,000 public ports available, still roughly 80% of them are actually level two. The good news though, over the last 14 quarters listed, only one of them had level two chargers growing at a rate faster than DC. But the other 13 had higher quarterly growth rates for the DC fast charging ports.
截至今年第一季度，直流快速充电端口占所有公共充电端口的21.5％。这是根据Energy.gov的数据，从现在拥有的超过140,000个公共端口中可以看出，大约80％实际上是二级充电端口。好消息是，在所列的过去14个季度中，只有一个季度中二级充电器的增长速度超过了直流快速充电端口。但另外13个季度DC快充端口的季度增长率更高。
I do think the big three in UAW negotiations are being blown out of proportion a bit because remember they are negotiations so both sides are going to start as far apart as possible and then work toward the middle. With that said though, these negotiations will have huge implications for the years to come. Prices are saying that the UAW demands could add more than 80 billion dollars to each of the biggest US automakers labor costs over the contracts for a year term. It would increase hourly labor costs to more than $150 per hour at Ford NGM that does include wages and benefits up from the $64 an hour right now. Those calculations are based on the UAW's request for a 46% wage increase, restoring traditional pensions, cola increases and reducing the work week to 32 hours from 40 and increasing retiree benefits. Bear in mind, these labor costs are just averages but the $64 an hour that Ford GM and Stellantis are paying is already higher than 55 per hour at non-US assembly plants in Asia and Europe and they pegged Tesla's average labor costs around 45 to 50 dollars an hour. The thing is Ford GM and Stellantis can't compete with Tesla on costs right now and with their labor costs set to go up most likely, definitely not great for them.
我认为在UAW谈判中，关于三大问题被夸大了一些，因为请记住这是一场谈判，双方肯定会从尽可能远的地方开始，并努力朝着中间靠拢。但是话虽如此，这些谈判对未来几年将有重大影响。根据价格表示，UAW的要求可能会使美国最大汽车制造商每年的劳动成本增加超过800亿美元。这将使福特NGM的每小时劳动成本增加到150美元以上，包括工资和福利，高于目前的64美元/小时。这些计算基于UAW要求调薪46％、恢复传统养老金、增加人员可变费用指数（COLA）并将工作周从40小时缩减至32小时以及增加离退休人员福利。请记住，这些劳动成本只是平均值，但福特、通用和斯泰尔兰蒂斯每小时支付的64美元已经高于亚洲和欧洲非美国组装厂的55美元，并且他们估计特斯拉的平均劳动成本约为45至50美元每小时。问题在于，福特、通用和斯泰尔兰蒂斯目前无法与特斯拉在成本上竞争，而且随着他们的劳动成本很可能上升，对他们来说肯定不是一个好消息。
When reviewing a proposal from Stellantis, UAW President Sean Fane called it a slap in the face and on a Facebook livestream threw that Stellantis proposal into the trash bin. Negotiations are going great. I'm pretty thankful right now Tesla does not have to be burdened by these UAW negotiations.
当审查 Stellantis 的提案时，美国联合汽车工人工会主席肖恩·费恩表示，这是在给他们一个耳光，他在Facebook 的直播中将 Stellantis 的提案直接扔进了垃圾桶。目前的谈判进展非常顺利，我现在心里非常感激特斯拉不必被这些 UAW 的谈判所拖累。
There's been a lot of chatter the past few weeks about the EV inventory levels on dealer lots and how there's just no demand for legacy autos EVs. But I do think it's early in that this is a fair counterpoint so we had one analyst say they're trying to balance having enough inventory and demand. There will be points when one is ahead of the other especially for all of these new products where they're still gauging what the market's like. And when it comes to those days of supply numbers, we also have to keep in mind that most of the time in these calculations, there are actually vehicles in transit that aren't even two dealers yet that are being included and artificially inflating some of these days of supply figures. Also bear in mind, there are small discrepancies when calculating days of supply for a month you would just take the ending inventory for that month divided by the number of sales of that vehicle during that month. And then you can either multiply it by the number of selling days or some companies like JD Power just always multiply by 30. My point here is I think it's wise to give this another few months to let things kind of settle down and see where we're at in more of a steady state in the future.
最近几周关于经销商存货中的电动汽车库存水平的议论很多，以及继任车型的需求几乎为零。但我认为目前还为时过早，这是一个公正的反驳观点，因此我们有一位分析师表示他们正在努力平衡存货和需求之间的关系。在这些新产品中，特别是那些仍在评估市场情况的产品中，存货和需求会在某些时候出现背离。而在计算供应天数时，我们还必须记住，在这些计算中通常包括尚未到达经销商的在途车辆，从而人为地夸大了某些供应天数指标。同时，请注意，计算一个月的供应天数时可能会存在一些小的差异，你只需要将该月的末期存货除以该月销售的该车型数量，然后再乘以销售天数，而一些公司如JD Power则始终乘以30。我的观点是，我认为再给这个情况几个月时间让事情逐渐平稳下来，并在未来看看我们处于怎样的稳定状态是明智的。
Tesla Thomas shared a cool post talking about his 10 years of hiring folks for Tesla couple takeaways. One he said the environment at Tesla is simply too fast paced for these employees to just chug along so they're always looking for mission driven employees. I'm just guessing here but I don't think any of the legacy OEMs have that mission component anywhere near like Tesla has it and when it comes to employee production I think that's a big deal. I'm not sure if this policy is in place or not let us know below if you know but he said there was a one year minimum in the job when someone was hired before promotion or an internal move. If you or somebody you may know might interview with Tesla be sure that they know about Tesla what's going on current events browse the website because if you don't you're going to be filtered out there's just so much competition. And this is one thing I've always really liked about Tesla he said he had people without a degree and his team who made it to senior manager because they were curious and had a savage work ethic while others with a master's degree couldn't get to work on time.
特斯拉的Thomas分享了一篇很酷的帖子，讲述了他在特斯拉招聘员工的十年经验和一些收获。首先，他说特斯拉的工作环境非常快节奏，这让员工不能只是懒散地工作，所以他们一直在寻找有使命感的员工。我猜想其他传统汽车制造商没有像特斯拉那样重视使命感，所以在员工表现方面这是很重要的。我不确定特斯拉是否实行了这个政策，如果你知道请在下方告诉我们，但他说新员工必须在工作一年后才能升职或内部调动。如果你或你认识的人可能会参加特斯拉的面试，一定要确保他们了解特斯拉的最新动态，浏览网站，因为如果你不了解，你就会被淘汰，竞争非常激烈。这是我一直非常喜欢特斯拉的一点，他说他团队中没有学位的人也能成为高级经理，因为他们充满好奇心和敬畏的职业道德，而有些硕士学位的人却没能准时上班。
Let's drop in and see how things are going for crews. Our first ride with crews went as planned but we then invited a long time driving instructor Eugenia Borges to join us on a second ride. About one minute in our car was at a green line but wouldn't budge. It's a very safe situation for the car to turn and it's just staying here. I'm not sure why.
我们去看看船员的情况吧。我们第一次与船员一起出发的行程按计划进行，但我们随后邀请了长期驾驶教练Eugenia Borges参加我们的第二次行程。大约一分钟后，我们的车子卡在了一个绿色线路上，但就是无法移动。这对车来说是一个非常安全的转弯位置，但它就是停在那里。我不确定为什么会这样。
The car eventually inched forward but kept stopping. We're kind of now riding in between two lanes. Then all of a sudden it hit the gas. Our car drove straight towards the median and just stopped picking up almost two full lanes. This is not good. Crews declined to sit down with us again but in a statement said the car encountered an unexpected construction zone that would have required several lane changes. The better course was for the autonomous vehicle to come to a safe stop rather than proceed.
车最终缓慢地前行，但不断停下来。我们现在有点在两个车道之间行驶。突然间，它踩下了油门。我们的车直直地驶向了隔离带，然后停在了几乎两个车道之间。这不好。工作人员拒绝再次与我们坐下来，但在一份声明中表示，车辆遇到了一处意外的施工区域，需要进行多次变道。更好的做法是让自动驾驶车辆安全停车而不是继续前行。
While other drivers crews right past that closed lane, our car sat parked on a busy street for 20 minutes causing a traffic jam for blocks. To the crews team I would just say this is not a safe stop. And look I know the transition to autonomy is not going to be perfect. We're going to have all kinds of errors and problems. However there's only about 400 crews vehicles right now so think about the frequency of situations like this if they were to ever actually scale their operation. Their solution? They sent us a driver to get behind the wheel.
当其他驾驶员团队继续驶过那条关闭的车道时，我们的汽车在繁忙的街道上停了20分钟，导致了一段距离的交通堵塞。对于团队来说，我只想说这不是一个安全的停车地点。我知道，向自动驾驶过渡不会是完美的。我们将会遇到各种错误和问题。然而，目前只有大约400辆团队的汽车，想象一下如果他们真的扩大他们的业务，这种情况发生的频率。他们的解决办法是派遣了一个司机来接管方向盘。
My latest test showed that the parasite is gone so now I'm just addressing some lingering effects and rebalancing my biome. After two years of being limited physically hopefully in this next chapter I can push myself again and see what I'm capable of. Add out to AG1, the sponsor of this episode for fueling my workouts and recovery as always but it's more than just that. With over 75 vitamins, minerals and probiotics in each serving I get daily foundational nutrition for my brain, gut and immune system. On the gut front it has pre and probiotics with plant based enzymes. It has rhodiola and B vitamins for sustained energy without that coffee crash and it has vitamin C, zinc and functional mushrooms supporting my immune health. Then AG1 has biotin which can support healthy skin, hair and nails. I usually have mine in the first half of the day as I've been trying to limit my caffeine intake. I think it tastes good as is but a fresh squeezed lemon can add a nice zest. If you have the means try it out for a few months and see if you like it, there's only one way to find out. Check out drinkagone.com slash electrified links below to get 5 travel packs and a 1 year supply of vitamin D3K24 free. If you do let me know what you think.
我最近的测试显示寄生虫已经消失了，现在我只是在处理一些残留的影响并重新平衡我的生物群落。在经历了两年身体的限制后，希望在接下来的篇章中我能够再次挑战自己，看看自己的潜力。感谢本集的赞助商AG1，他们一如既往地为我的锻炼和康复提供支持，但它的作用不仅仅于此。每份AG1中含有75种维生素、矿物质和益生菌，为我的大脑、肠道和免疫系统提供了每日基础营养。在肠道方面，它含有植物酶的益生菌和预生物。它含有红景天和B族维生素，能够提供持久的能量而不会有咖啡的崩溃感，还含有维生素C、锌和功能性蘑菇，支持我的免疫健康。此外，AG1中还含有生物素，可以支持健康的皮肤、头发和指甲。我通常在一天的前半段饮用，因为我一直在努力限制咖啡因的摄入量。我觉得它的口味已经很好，但加一些新鲜挤的柠檬汁会更加美味。如果你有条件，可以试试看几个月，看看你是否喜欢它，只有亲身尝试才能知道。在drinkagone.com/electrified下方的链接中购买，可以获得5个旅行装和一年的免费维生素D3K24。如果你尝试了，请告诉我你的想法。
Dirty Tesla shared an image saying model 4 hardware internal driver monitor camera has infrared lights. In case you're wondering no this is not at all visible to anybody in the car because infrared is not visible to the naked eye. This will certainly help with low light dark situations obviously at night for driver monitoring or in cabin monitoring maybe people in the back seat. Those images and videos should be much more clear thanks to the infrared lights. Because it feels right coming off the tongue the Model Y remains Germany's best selling electric car now for the first 7 months of the year selling 29.8 thousand units. Second place combined to vehicles the ID 4 and 5 with 22.4 thousand.
脏特斯拉发布了一张图片，显示Model 4硬件的内部驱动器监控摄像头配备了红外光灯。如果你有疑问，这对坐在车里的任何人来说都是完全看不见的，因为红外线对于肉眼来说是不可见的。这无疑将在低光暗情况下有所帮助，尤其是在夜间，用于驾驶员监控或车内监控，也许可以在后座上的人员。由于红外光的存在，这些图像和视频应该会更加清晰。由于Model Y销量稳定增长，今年前7个月一直是德国最畅销的电动汽车，售出2.98万辆。而次席是ID 4和5两款车型，销量合计22.4万辆。
Paul M on Facebook shared some pictures of a crash he was in in his Tesla and he was told if the car had a normal front engine it would have likely crushed him. This has to be one of the worst accidents I've ever seen and yes he's alive. He certainly has some injuries but if he was in any other car he may not be with us today.
保罗·M在Facebook上分享了他在特斯拉车祸中的照片，并被告知如果汽车前部有普通发动机，可能会压垮他。这绝对是我见过的最严重的事故之一，是的，他还活着。他肯定有些受伤，但如果他在其他车里就可能不会再和我们一起了。
A milestone of sorts today for Germany as they have their first megapack installation even though it's just one megapack as far as I can tell. This one will serve as storage for solar and wind energy and it'll be a test platform for various grid applications hopefully the first of many. We get an update on Gigamexico and as this video footage is showing us there's some heavy machinery on location where Gigamexico will be. There hasn't yet been any official announcements you would expect maybe a small ceremony for an actual groundbreaking event maybe we get that in the days or weeks ahead. Clearly they need to get the land cleared before any building structures can go into place but this is the factory that will launch Tesla into the next stratosphere with this more affordable vehicle globally we'll take any news that we can get.
对于德国来说，今天可以算是一个里程碑，因为他们进行了他们的第一个“超级电池组”安装，尽管据我所知实际上只有一个电池组。这个电池组将用于储存太阳能和风能，并将成为各种电网应用的测试平台，希望这是首批的开始。我们对Gigamexico的最新情况作了更新，正如视频片段所显示的，Gigamexico的位置上有一些重型机械设备。尽管目前还没有官方公告，但你可能会希望对于这样一个实质性的开工事件会有一个小型的仪式，也许我们会在未来的几天或几周内得到这样的消息。显然，在建造任何建筑结构之前，他们需要将土地清理干净，但这将是一个推动特斯拉进入下一个更具实惠的全球车辆领域的工厂，我们会接收到任何我们得到的新闻。
In China Tesla had filed a lawsuit against the company for trademark infringement this company was using Tesla beer and Tesla soda on its products. Fast forward to today Tesla has won this lawsuit the company had to of course stop what they were doing they compensated Tesla roughly $700,000 and they issued a public statement in the newspaper.
在中国，特斯拉起诉了一家公司侵犯其商标权，该公司在产品上使用了“特斯拉啤酒”和“特斯拉汽水”。快进到今天，特斯拉赢得了这场官司，该公司必须停止他们的行为，并向特斯拉赔偿了大约70万美元，并在报纸上发布了一份公开声明。
Those of you in Illinois there's another round of $4,000 off new EV purchases this next one starts November 1st and will run to January 31st next year applications will be available October 18th just to heads up.
伊利诺伊州的朋友们，又有一轮提供新能源汽车购买补贴的机会了，此次补贴为每辆车4000美元。活动将在明年1月31日之前持续，而申请将于10月18日开始接受。提前告知大家一声。
NHTSA has opened a special crash investigation into a model Y accident where the driver was suspected of using ADAS just wanted to pass it along but for context over the last seven years or so NHTSA has opened up over 35 of these special crash investigations it's really just part of their normal operating behavior to study this emerging technology and obviously if there are cases where Tesla's ADAS is at fault we need to find out as soon as possible so Tesla can fix it.
美国国家公路交通安全管理局（NHTSA）已经开展了一项特殊事故调查，该事故涉及了一起Y型车型的事故，疑似驾驶员使用了辅助驾驶系统（ADAS）。我只是想将这一信息传达出来，但为了更好理解，过去的七年中，NHTSA已经开展了35多项类似的特殊事故调查。这只是他们正常运作的一部分，用于研究这种新兴技术。显然，如果有特斯拉的ADAS系统存在问题的情况，我们需要尽快调查，以便特斯拉能够解决。
Ford's electric explorer has been delayed by about six months now it's not going to be available until summer 2024 due to global drivetrain safety regulations just a little sign of the times BYD is set to take over a closed Ford factory in Brazil the deal is not official yet but it looks like this will become BYD's most extensive EV operation outside of Asia.
福特的电动探险者已经因全球动力传动安全规定的延迟长达六个月，现在预计要到2024年夏季才能上市，这只是时代的一个小迹象。比亚迪计划接管巴西一家已关闭的福特工厂，虽然交易尚未正式达成，但看起来这将成为比亚迪在亚洲以外地区最广泛的电动车生产项目。
There's a new loophole that some automakers are taking advantage of Volvo and Polestar have their manufacturing facility in the United States in South Carolina where the Polestar 3 and the EX90 are going to be built. Now thanks to this duty drawback program Volvo and Polestar can leverage their exports of the EX90 and Polestar 3 from America to the rest of the world to sidestep some of their duties on vehicles that are imported to the United States from China the program is designed to let businesses claim refunds on import duties and tariffs against exports in the same tariff classification so this will allow Polestar to sidestep those 25% tariffs that would be applied to their EX30 and Polestar 2 which are imported from China but they're going to have to wait because of a software problem that's delayed the start of the EX90 and Polestar 3 production until next year.
一些汽车制造商发现了一个新的漏洞，Volvo和Polestar将他们的制造设施设在美国南卡罗来纳州，他们计划在那里生产Polestar 3和EX90。现在，由于这项退税计划，Volvo和Polestar可以利用他们从美国向世界其他国家出口EX90和Polestar 3的机会规避一部分从中国进口到美国的汽车关税。该计划旨在允许企业根据出口商品与同一税则分类的进口关税和关税来申请退款。这将使Polestar能够规避对从中国进口的EX30和Polestar 2征收的25%的关税，但由于软件问题导致EX90和Polestar 3的生产推迟到明年。
I thought it was worth mentioning because as Tesla China continues to expand its global exports we just saw Canada enter the mix I don't think the US would ever enter that equation but if it does maybe something Tesla can capitalize on too.
我认为这值得一提，因为随着特斯拉中国不断扩大其全球出口，我们刚刚看到加拿大加入其中。我不认为美国会进入这个方程，但如果真的进入的话，或许特斯拉也能从中获利。
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