Employee on Cybertruck Deliveries / Elon on Optimus / Highland Production Capacity ⚡️
发布时间 2023-08-21 23:00:45 来源
摘要
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00:00 - O'Leary on TSLA
00:46 - Cybertruck Reaction
1:39 - TSLA Stock Today
3:00 - Cybertruck Action
6:01 - Tesla Shortcuts iOS
6:33 - Highland
9:24 - Berlin Expansion
10:19 - Giga Mexico
11:28 - 1H Tesla Sales
12:10 - Optimus
13:26 - Honda/Acura Adopt NACS
13:59 - Malaysian PM on Tesla
15:13 - Model Y Testing in India
15:28 - Hyundai/Kia EV Plant in US
16:13 - Cruise Woes
17:25 - Redwood Gets Tesla Talent
17:50 - Ford Patent
18:15 - Audi Anecdote
18:47 - VW ID7
19:05 - Rivian Camp Kitchen
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#TeslaCybertruck #TeslaNews #CybertruckDeliveries
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中英文字稿 
A few years ago, my son, who was an electrical engineer, was interning at Tesla. Dad, why don't you own some Tesla? I worked there as an intern. And I said, I want to short that stock. It's such a joke. It's a car company trading at a ridiculous price. He said, no, you're the joke. You don't understand what Tesla does. I work there. It's not a car company. It's a data company. Every mile a Tesla drives, it goes into the database of mapping for autonomous cars. And I thought, I didn't know that. He said, no kidding. You have a ton of money. Why don't you buy some of this stock? So just before I went on the air, I took my phone out and I bought a black of the stock in my personal account. And I forgot about it. One day I opened up the thing and I was up like 1,000%. Dude, I just said, I just said, I just said, I just said, if there's going to be a super truck, it's going to be right here. And there it is. Oh my god. We're going to fall. And we're going to fall. Oh, it's in a high rate of speed. Now it's probably Elon. Yes. Let's go. It's Elon Musk. What? He's helping me. Woo! Look at that thing. Oh my god. Hey. Welcome to Electrified. It's your host, Dylan Loomis.
几年前，我的儿子是一名电气工程师，在特斯拉实习。爸爸，为什么你不拥有一些特斯拉？我在那里实习过。我说，我想要抛空该公司的股票。这太可笑了，这样的一家汽车公司以荒谬的价格交易。他说，不，你才是个笑话。你不了解特斯拉在做什么。我在那里工作。它不是一家汽车公司，而是一家数据公司。每一英里特斯拉行驶的距离都会进入用于自动驾驶车辆的地图数据库。我想，我不知道这些。他说，当然了。你有很多钱，为什么不买一些这家公司的股票呢？所以就在我上电视之前，我拿出手机，用个人账户购买了一大笔股票。然后我就忘了。有一天我打开账户看，发现涨了1000%。兄弟，我刚刚说过，只要有一辆超级卡车，它就会在这里。然后它就出现了。哦天啊。我们会摔倒了。我们会摔倒了。噢，以很高的速度。现在大概是埃隆吧。对啊。我们走。是埃隆·马斯克。什么？他在帮我。太好了！看看那个东西。哦天啊。嗨。欢迎来到《电动化》节目，我是你的主持人迪伦·卢米斯。
So at the time of recording Tesla stock up about 7% today, some are attributing it to a Baird Research Adding Tesla stock to their Best Ideas list. More importantly, they're reasoning. They cited the launch of the Cybertruck, wider adoption of FSD, and expansion into new markets. So groundbreaking new research, warranting a 7% jump.
因此，目前特斯拉的股票在录制时上涨了约7%，有人将此归因于贝尔德研究公司将特斯拉股票列入他们的最佳想法清单。更重要的是，他们的原因是，他们提到了Cybertruck的推出、FSD的更广泛采用以及进入新市场。因此，这是一项创新性的新研究，使得股票上涨了7%。
Back in May, we talked about a data breach from Tesla and after the investigation, it turns out it wasn't inside job by two former employees that impacted about 75,000 people. The data that was leaked included names, addresses phone numbers, employment records, and social security numbers of current and former employees, where it is, Elon's social was actually leaked in this as well. But Hondlesblott actually got their hands on this information. The Tesla files as they were called at the time, and the outlet said that they would not publish the info and that it's legally prohibited from using it inappropriately. Tesla has filed lawsuits against the two former employees and that led to the seizure of the devices that were supposed to have that info, and Tesla obtained court orders that prohibit the former employees from further use, access, or dissemination of the data, subject to criminal penalties.
五月份，我们谈到了一起特斯拉的数据泄露事件。经过调查，发现这不是两名前雇员所为，而是影响了大约75,000人的内部工作。泄露的数据包括当前和前雇员的姓名、地址、电话号码、就业记录和社会安全号码。令人惊讶的是，连埃隆的社会安全号码也被泄露了。然而，邓斯布洛特实际上得到了这些信息，当时它称之为“特斯拉文件”。那家媒体表示，他们不会公开这些信息，并且根据法律，禁止不当使用这些信息。特斯拉对两名前雇员提起诉讼，导致了扣押相关设备以获取这些信息。特斯拉获得了法院的禁令，禁止前雇员进一步使用、访问或传播这些数据，违反者将受到刑事处罚。
As far as we can tell, it sounds like the leak has been contained, and now Tesla is out to get justice on those two former employees.
据我们所知，泄漏事件似乎已经得到控制，现在特斯拉正准备对那两名前员工寻求正义。
Plenty of Cybertruck action over the weekend just wanted to highlight a few things, first of which, possible Cybertruck crash test vehicles. This image was shared by Gregor Truck, and you can see the checkered tape alongside the side body. We have some missing parts around the wheel, and then the front bumper is missing as well. I would just add, clearly, the Cybertruck is still undergoing tests of different sorts. It doesn't have to be crash testing. It certainly could be, but it's still just going to be speculation for now.
在周末，我们看到了很多关于Cybertruck的活动，我想要强调一些事情，首先是可能的Cybertruck碰撞测试车辆。这张照片是由Gregor Truck分享的，你可以看到车身侧面附近的格子胶带。我们可以看到轮子周围有一些零件缺失，前保险杠也没有了。我要补充的是，很明显，Cybertruck仍在进行各种测试。这可能不仅仅是碰撞测试，但目前我们只能猜测。
We also got this video from Adon Guajardo showing us for the first time for Cybertrucks on one transport carrier. And at this point, it's tough to tell for sure, but there's a chance we're now north of 60 different Cybertrucks out and about being tested and transported to various locations.
我们还从阿东·瓜哈多那里收到了这段视频，首次展示了一辆运输载体上的Cybertruck。目前很难确定，但有可能我们现在已经有超过60台不同的Cybertrucks正在被测试和运送到不同的地点。
And some more images from S.E. Robinson show us. You can see the back of one, and then two, three, four Cybertrucks on this carrier. And potentially more, depending on what is further left in this image that we cannot see.
以下是来自S.E. Robinson的一些更多图片，您可以看到上面装载着一辆，然后是两辆、三辆、四辆Cybertruck。而根据我们无法看到的图片左侧的部分，可能还有更多汽车。
And this right here is not a real wrap yet, but remember when I said seeing all of the unique wraps, how much attention it will bring ultimately to Tesla? This is what I was getting at.
而这个目前还不是一个真正的包装，但是记得我之前说过看到所有独特的包装会给特斯拉带来多少关注吗？这就是我想要表达的意思。
I was also posting on X recently talking about once the Cybertruck launches and we get some good high quality 4K footage of production vehicles that will then go viral on the internet. And it looks like Tesla is actually doing that first, recording some high quality footage, potentially for the actual release and or delivery event. And the internet is telling us this was filmed at the Glacier in Iceland.
最近我也在X网站上发表帖子，谈论的是一旦Cybertruck发布，并且我们能够获得一些高质量、4K分辨率的生产车辆的录像，这些录像将在互联网上迅速传播开来。而现在看起来，特斯拉似乎是第一个这样做的，他们正在录制一些高质量的录像，可能是为了实际发布或交车事件准备。而互联网上的信息告诉我们这是在冰岛的冰川地区拍摄的。
And Deimah shared one more image of the Cybertruck in Iceland, clearly doing some level of production, getting ready for the launch. Here's the Cybertruck with the Range Rover that you just saw in the video that was filming the Cybertruck and some camera rig gear as well.
德玛分享了一张在冰岛的Cybertruck的照片，明显是正在进行一定程度的生产，为发布做准备。这是Cybertruck与您在视频中看到的拍摄Cybertruck的Range Rover以及一些摄影设备搭配的照片。
And because I've been very curious to see the lighting of the Cybertruck at night, here's a recent video showing us a decent example of what we might be seeing of both the fronts and ultimately the back with the whole light bar working and the turn signal as well. And then a quick one of the turn signal during the day.
因为我非常好奇想在晚上看到Cybertruck的灯光效果，所以这里有一个最近的视频，展示了我们可能会看到的前部和整个尾灯条都亮起来的不错效果，还有转向指示灯。另外还有一个白天的快速视频来展示转向指示灯。
Allegedly, Bill Wright is a Tesla employee, and here's what he said, but I'd put this in the rumor mill, so be careful. Employee Cybertruck delivery seem imminent. Word around the Speedboat Cafe, the company is soliciting interest of those to take early delivery, dual or tri-motor. Weeks, I'm told. So, possibly early employee deliveries as soon as September, which would check out for the last month of the third quarter.
据称，Bill Wright是特斯拉的员工，他说了以下的话，但我认为这只是谣言，请小心对待。据《速艇咖啡馆》流传的消息，公司正在征询那些希望提前交付双驱或三驱Cybertruck的人的兴趣。我听说，可能会在几周内交付。所以，很可能在九月份就会有员工提前交付的情况，这与第三季度的最后一个月相吻合。
So now the question becomes, would Tesla do this employee delivery event without an event to give the specs and price in all of that first? Sadly, I think there's a chance they do.
现在的问题是，特斯拉会在没有任何活动发布规格和价格的情况下举办员工交付活动吗？可悲的是，我认为他们有可能会这样做。
If you use the Shortcuts app on your iPhone in the latest Tesla app update, now they have some shortcuts that you can actually use and they're directly integrated with the Shortcuts app. And what's neat is this new update will now allow you to use Siri to actually control some of these Tesla shortcuts. I would imagine something like this may be rolling out to Android, but I have not been able to confirm that just yet. And yes, this also means if you have an Apple Watch Ultra, you can program the side button for any one of these Tesla shortcuts.
如果你在最新的特斯拉应用更新中使用 iPhone 上的快捷方式应用，现在它们有一些实用的快捷方式，并且直接集成到了快捷方式应用中。而且最棒的是，这个新更新现在允许你使用 Siri 来实际控制一些特斯拉快捷方式。我想 Android 可能也会推出类似的功能，但我目前还没有能够确认。是的，这也意味着如果你有一个 Apple Watch Ultra，你可以为这些特斯拉快捷方式中的任何一个编程侧边按钮。
Today, we have the driven reporting that in Australia, a customer service representative reached out to a Tesla customer with a Model 3 performance variant and asked them if they wanted to trade that vehicle in for an inventory vehicle or if they wanted to await the Highland refresh when it's available.
今天，我们获悉一条报道称，澳大利亚的一位特斯拉客户服务代表主动联系了一位驾驶Model 3性能版的客户，并询问他们是否想要将这辆车以库存车辆的形式交易，或者是否愿意等待高地刷新版车型上市。
Chris Zhang then shared these images and said a Tesla China employee who had seen the real car commented these images are very close with almost no difference. Here's the first image and honestly it looks like a rendering, but I can't say for sure. However, it does look like that leak we saw a few months back, at least looking at the front. And because it's been a while, here's a picture of an actual leak of a real vehicle that we saw a few months back. And we have this second image that appears to have a bit taller of a front fascia.
Chris Zhang分享了这些图片，并表示一位在特斯拉中国工作的员工看过真车后评论说这些图片几乎没有区别，非常接近真车。这是第一张图片，老实说它看起来像是一个渲染图，但我不能确定。然而，至少从前面看，它看起来像我们几个月前看到的那个泄露图。因为已经过了一段时间，这是我们几个月前看到的一辆真实车辆的泄露图。我们还有这张第二张图片，前保险杠看起来稍微高一点。
And more speculation here squarely in the rumor mill, I say that because.3 talks about hardware 3.5 as part of this Highland update, there is no hardware 3.5, at least that we've heard about to date. It's gone from hardware 3 to hardware 4, nothing in between.
而且，在这里有更多关于传言的猜测，我这么说是因为第3部分谈到了作为Highland更新的一部分的硬件3.5，至今为止我们没有听说过硬件3.5的存在。它从硬件3直接跳到硬件4，中间没有其他版本。
With that context, Tesla China analyst said trial production of Highland has ended. The production ramp up with stress testing will begin August 25th. By early September, the daily production capacity is expected to reach around 1200 units. On pricing, the manufacturing cost of the entire vehicle has significantly decreased compared to the older model, single piece casting, a significant reduction in wiring harnesses, and the use of more new materials. However, we still maintain our estimate the pricing will be around $27,000. In summary, the new model 3 is very impressive. If the pricing is close to what we anticipate, then this vehicle will surely be warmly welcomed by the market. And once again, lead to an explosive increase in orders.
在这个背景下，特斯拉中国分析师表示，Highland的试生产已经结束。8月25日将开始生产快速提升和强化测试。到9月初，预计每日产能将达到约1200辆。关于定价，整车的制造成本与老款相比大幅降低，采用了单件铸造、大幅减少线束以及使用了更多新材料。然而，我们仍然维持对定价约为27000美元的估计。总之，新的Model 3非常令人印象深刻。如果定价接近我们的预期，那么这款车辆肯定会受到市场的热烈欢迎。而且，再次引发订单数量的爆炸性增长。
And to top it all off, we have James Cat who shared a screenshot from a Jason Yang drone fly over of Giga Shanghai with a bunch of vehicles that are covered out in the parking lot, which we are assuming are going to be project Highland vehicles.
最重要的是，我们还有詹姆斯·凯特（James Cat），他分享了杰森·杨（Jason Yang）无人机在超级上海工厂上空飞行的截图，截图中停车场有一些被覆盖的车辆，我们猜测它们将是“海兰德”项目的车辆。
More Highland Rumors, it may actually go on sale after September 30th, when some of these insurance incentives are set to expire, clearing out that inventory, which would check out with the Highland being included in the next round of the CIIT list of approved vehicles that should come mid September.
更多高地传言，实际上它可能在9月30日之后开始销售，当一些保险激励措施到期时，将清除库存，与此同时，高地车型将被纳入下一轮CIIT认可车辆列表，该列表预计于9月中旬公布，这一切都在合理的范围内。
And Wu-Wao confirmed the Model 3 Highland Production Stress Test to be conducted at the end of August.
吴翁确认将在八月底进行Model 3高原生产压力测试。
意思是，吴翁确认计划于八月底进行Model 3在高原地区的生产压力测试。
Recently, I've had a lot of people ask me about what I think about the Tesla China situation, with China banning Tesla vehicles from certain areas. Just wanted you to know, I did share my thoughts on the matter over on X, if you're interested. But to save you the trip, you can go ahead and pause here, and then again right here.
最近，有很多人问我对特斯拉在中国的情况有什么看法，因为中国限制特斯拉车辆进入某些地区。只是想告诉你，我已经在X上分享了自己的想法，如果你感兴趣的话可以去看看。但为了方便你，你可以在这里先停一下，然后再看下一句。
In case you saw it this weekend, there were some new articles talking about the Giga Berlin expansion for Tesla. As far as I can tell though, it's everything we already heard about last month. The public has two months over there to actually respond to these expansion plans. That would take us to about September 21st, so we're only about one month into that comment period. So, high level, it's the same plans we heard about going from 500,000 to 1,000,000 production capacity, adding a solar farm and increasing the battery capacity from, they say, about 50 gigawatt hours up to 100 in the future. Honestly though, it's still a mystery what the 4680 production capacity is at Giga Berlin, because since hearing that they're transferring some of the focus there to the United States because of the inflation reduction act, we don't know how many, if any, batteries they're making at Giga Berlin. Either way though, the plans did say they wanted to expand to 100 gigawatt hours.
如果你在本周末看到了相关报道，那么可能是关于特斯拉在吉卡柏林的扩建工程。据我所知，这些报道其实就是我们上个月已经听说过的内容。公众在那里有两个月的时间来对这些扩建计划做出实际回应。这将使我们进入到大约9月21日，所以我们只有一个月时间来参与评论。所以，总的来说，这些计划与我们之前听到的计划相同，即将产能从50万辆增加到100万辆，增加太阳能发电厂，并将电池容量从现在的约50千兆瓦时增加到未来的100千兆瓦时。不过，实际上，我们仍然不清楚吉卡柏林的4680电池产能如何，因为自从听说他们由于通胀减少法案而将一部分重点转移到美国之后，我们不知道他们在吉卡柏林是否生产任何电池。不管怎样，计划中确实提到他们希望扩大至100千兆瓦时的电池容量。
On Giga Mexico, we heard that Tesla has requested for a land use change in the forest area in Santa Catarina. This request was going to be for that warehouse on the adjacent land that they're dubbing the Mario Project in case you see it in the future. And as of August 16th, they said that request has been received, and now they're saying in accordance with environmental legislation, it will take at least 60 days from now. In general, it's 60 business days, and if due to the circumstances and the complexity of the project, it could take up to an additional term, it is 40 days, but it's true today the authorities are focused on seeing issues related to government works. And this generates delays in authorizations. And there may be some extra eyeballs looking at this request due to the proximity of the property to the Monterey National Park. So that's not great, but at least we've been told the evaluation process has begun. At this point, for me, it's unclear if this request for the warehouse is going to be separate from Tesla's ability to do anything with construction of the actual Giga factory. We'll keep watching.
在Giga Mexico上，我们听说特斯拉已经在圣卡塔琳娜的森林地区请求进行土地使用变更。这个请求是为了他们在相邻土地上的仓库，他们称之为马里奥项目，以防将来你看到它。截至8月16日，他们表示该请求已经收到，并且根据环境法规，将从现在起至少需要60天。一般来说，需求60个工作日，如果由于项目的情况和复杂性，可能需要额外的40天。但是事实上，目前当局正在关注与政府工程相关的问题，这导致了授权的延迟。由于该物业靠近蒙特雷国家公园，可能会有一些额外的审查关注这个请求。所以情况不是很理想，但至少我们被告知评估过程已经开始。目前对我来说不清楚的是，这个仓库的请求是否会与特斯拉实际建设Giga工厂的能力相分离。我们会继续关注。
Most of you know I love highlighting creators that are doing great work, and Roland shared this chart of the world's top 10 best-selling EBS the first half of this year, showing us both sales in units, the green columns, and the price in the yellow line. With no surprise, the Model Y and the Model 3 leading the way in first and second. And yes, 3 through 10 are all Chinese brands. But it gets even better looking at this chart, breaking it down in terms of revenue or the money these customers spent on these vehicles, the Model Y in the green and the Model 3 in the yellow make up almost 60% of all of that revenue. 58.9% to be exact.
大多数人都知道我喜欢推崇那些做出出色成果的创造者，Roland分享了今年上半年全球销量排名前十的电动汽车销量图表，图表显示单位销量（绿色柱状图）和价格（黄线）。毫不意外，Model Y和Model 3在销量方面遥遥领先，分别排在第一和第二位。而且，在这个图表中进一步观察，以这些车辆的收入或客户在购买这些车辆上花费的钱来衡量，Model Y（绿色）和Model 3（黄色）的收入几乎占到了总收入的60%。准确来说，是58.9%。
I really wish that Elon and Tesla would have followed through with one of those mentions they were going to have a monthly podcast talking about the Optimus robot. As far as I can see, that never happened. But Roddamn did share this video of the Optimus getting up close and personal focusing on some of the hardware. And we know that basically the same software that Tesla is using, creating, and training for FSD will be almost a one-to-one transfer over to the Optimus bot, so it will then be able to understand the real world. However, Elon added responding to this, the hardware is actually extremely difficult. Again, this is a project where no surprise Tesla is heavily focused on vertical integration, making a lot of these parts themselves because they're just not available off the shelf anywhere else.
我真希望埃隆和特斯拉能够贯彻他们曾经提到的一个每月发布的播客，谈论Optimus机器人。据我所知，这从未发生过。但是罗达姆分享了一段Optimus机器人与硬件亲密接触的视频。我们知道，特斯拉正在开发、创建和训练用于全自动驾驶（FSD）的基本相同的软件，这几乎可以直接转移到Optimus机器人上，使其能够理解真实世界。然而，埃隆在回应中提到，硬件实际上非常困难。再次说明，这是一个没有什么意外的项目，特斯拉非常注重垂直一体化，因为这些零部件在其他地方都无法轻松获得。
Better late than never right, this time around Honda and Acura have announced they will be adopting Tesla's Nax. The thing is Honda and Acura's next two EVs are actually using the Altium technology, meaning they are clearly dependent on GM, which probably not the best place to be, meaning they may not switch to the Nax design until 2025 or 2026.
比不做还要好，这一次本田和讴歌宣布他们将采用特斯拉的Nax技术。然而，问题是本田和讴歌的下两款电动车实际上使用的是阿尔蒂姆技术，这意味着它们明显依赖于通用汽车，这可能不是最好的选择，也就是说，他们可能要等到2025年或2026年才会转向Nax设计。
Here's the updated list of who has confirmed to join the Nax movement, who's considering and who hasn't really said much on the topic at all.
这是已确认加入纳克斯运动的人的最新名单，还有谁在考虑中，以及谁对这个话题几乎没有表态。
Here we have Malaysia's Prime Minister on Tesla's impact in the region. The way we see things is not a structured blanket, procedures or policies, but to see the synergy, for example, if EV comes in, Tesla comes in and can benefit three or four local industries, to me, is as good as put in 30% equity. In fact, in terms of real advantage and returns to the economy, there is better. Yes, Malaysia does produce batteries, but is that the next step? Port Tesla going up the supply chain? Yes, the understanding is of course biobatries. And it's cheaper, it's produced locally, and it is the advantage, and that's what they say. Why should they bring on the batteries all over the world?
在这里，我们有马来西亚首相对特斯拉在该地区的影响的看法。我们的看法不是结构化的笼统，不是程序或政策，而是要看到协同效应。举个例子，如果电动汽车进入，特斯拉进入并且可以使三或四个地方产业受益，对我来说，这就像投入30%的股权一样有利。事实上，在对经济的实际优势和回报方面，情况更加好。是的，马来西亚确实生产电池，但这是否是下一步？特斯拉是否进入供应链的港口？是的，当然理解是生物电池。它更便宜，是本地生产的，并且具有优势，这就是他们所说的。为什么他们要把电池带到全世界去呢？
Here's the N game assembly then. It's a complete supply chain in Malaysia, Port Tesla. It's too premature for me to commit because they are doing it. But what is important is we do have the capacity to produce parts of battery, what is required in the car.
这是马来西亚波士顿港的N游戏装配。对于我来说，承诺还为时过早，因为他们正在进行中。但重要的是我们有能力生产出汽车所需的电池部件。
Ahead of a possible Gigafactory in India, we're hearing that there's been a Model Y at a testing facility in Mehendra, Pune, in India, meaning maybe the Model Y will be available for purchase in India in a matter of months.
在印度有可能设立Gigafactory之前，我们听说在印度的梅亨德拉普纳的一个测试设施里出现了一辆Model Y，这意味着也许在几个月内，印度就可以购买Model Y了。
The Hyundai Genesis Kia Group has committed $5.5 billion to build an EVN battery plant outside of Savannah, Georgia, they're dubbing the Metapplant, which is under construction now and expected to open January 2025. It'll partner with LG Energy for on-site battery assembly. Six models are planned for the plant, which has a capacity of around 300,000 EVs per year, and the ability to go as high as 500,000 depending on the demand. Three of those models are likely to be Genesis vehicles, and they're saying production of the Ionic 7 might move to Georgia in the future. And they're sticking with the first wave of Kia EV9s that go on sale later this year will be imported from South Korea.
现代起亚集团已承诺投入55亿美元在乔治亚州的萨凡纳市建设一座外部电动汽车动力电池工厂，他们称之为Metapplant，该工厂目前正在建设中，预计将于2025年1月投入运营。它将与LG能源合作进行现场电池组装。该工厂计划生产六款车型，年产能约为30万辆电动汽车，并根据需求最高可达50万辆。其中有三款车型很可能是现代起亚的车型，他们表示Hyundai Genesis中的Ionic 7的生产可能会在未来转移到乔治亚州。并且他们表示，今年晚些时候首批上市的起亚EV9将从韩国进口。
Crews gets approved for 24-7 fare rides in San Francisco, and then things start going downhill after that. Auto investigators are now investigating recent concerning incidents involving crews in San Francisco, and they've been asked to take half of their robo-taxis off the road. At least until this investigation is complete, and crews takes actions to improve road safety. And remember when I said that the public vote being approved was good, but it was going to be followed by a lot of pushback? Well, here it is. The city attorney said, we've seen this technology is not ready, and poor AV performance has interfered with the life-saving operations of first responders. San Francisco will suffer serious harms from this unfettered expansion. This video was also circulating over the internet, and the community notes were saying crews has said their vehicle had a green light, and it was actually this gray vehicle that ran a red light running right into the crews, and that for some reason the crews' vehicle decided breaking was going to be the best way to try to avoid that accident when in reality had it just kept driving, it probably would have missed that gray vehicle. So at least to start, it's going to be a bumpy, autonomous transition.
克鲁斯公司在旧金山获得了全天候出租车服务的批准，然而随后情况开始变得不妙。汽车调查人员正在调查最近在旧金山发生的与克鲁斯公司有关的令人担忧的事件，并已要求他们将一半的自动驾驶出租车下线，至少在此调查完成并采取提高道路安全的措施之前。还记得我曾说过公众通过投票批准是好事，但随之而来会有很多阻力吗？现在就是这种情况。城市律师表示，我们已经看到这项技术尚未准备好，自动驾驶汽车的性能不佳干扰了急救人员的救生行动。旧金山将会因这种无限制的扩张而遭受严重损失。这段视频也在互联网上广泛传播，社区的评论指出，克鲁斯公司声称他们的车辆是绿灯，实际上是这辆灰色车闯红灯撞上了克鲁斯公司的车辆，而无论出于何种原因，克鲁斯公司的车辆决定刹车是避免事故的最佳方式，但实际上如果继续行驶，它可能会避开那辆灰色车。所以至少一开始，自主驾驶的过渡会很不顺利。
Here we have Colin Campbell, who worked at Tesla for almost 17 years, most recently as the VP of Powertrain and Engineering, leaving to become the Chief Technology Officer of Redwood Materials, now going under JB's struggles leadership. So if Tesla has to lose some talent, I'm totally fine with it going to help out JB. And a company whose mission will absolutely come back around and help Tesla greatly end the years ahead.
在这里，我们有Colin Campbell，他在特斯拉工作了将近17年，最近担任动力传动和工程副总裁，现在离职成为Redwood Materials的首席技术官，在JB的领导下进行工作。所以如果特斯拉必须失去一些人才，我完全可以接受他们去帮助JB。而且，这家公司的使命将来一定会回来并且对特斯拉在接下来的几年中产生巨大帮助。
In case you saw this post from the car dealership guy about a Ford patent where self-driving cars could drive away from owners who don't keep up with payments, doing some digging, Ford told NPR the company has no intention of implementing the ideas in the patent. And this actually came out months ago, but unless Ford chooses to license FSD from Tesla, I don't think Ford customers need to worry about this scenario anytime soon.
如果你看到汽车经销商的帖子，关于福特专利中自动驾驶汽车可能会离开未及时付款的车主，经过一番调查，福特告诉美国国家公共广播电台（NPR），公司并无意将专利中的想法付诸实施。而这实际上是几个月前的事了，但除非福特选择从特斯拉获得全自驾驶（FSD）许可，我认为福特的客户不需要担心这种情况会在短时间内发生。
Interesting anecdote from Eric talking to an Audi purchasing coordinator who said, We have such great diesel technology, I don't understand why we're doing all this electric car stuff. Especially for the Germans, I think this thought and attitude is far more pervasive than they are leading on and letting us believe. And when you have a culture that's confused and keeping one foot squarely in the ice world and the other may be testing out EVs compared to Tesla's culture, you really just start to see why it's not even a fair comparison.
来自埃里克的有趣轶事，他与一位奥迪采购协调员交谈。协调员说：“我们拥有如此出色的柴油技术，我不明白为什么我们要搞这些电动汽车的事情。特别是对于德国人来说，我认为这种想法和态度要比他们所传达的更为普遍，让我们相信不了。”当你拥有一个困惑不解、一只脚仍然牢固立足在冰雪世界，而另一只脚可能正在测试电动汽车的文化时，相比于特斯拉的文化，你就会真正明白为什么这根本就不是一个公平的比较。
On LinkedIn, VW posted celebrating the beginning of production of the ID7, but they called it symbolic start of production and then said, Near production concept car. Either way though, they said this vehicle will be available at dealerships in Germany this autumn.
在领英上，大众发布了庆祝ID7开始生产的消息，但他们称其为象征性的开始生产，然后又说是接近生产概念车。不管怎样，他们表示这款车将于今年秋季在德国的经销商处有售。
Rivian had the camp kitchen for the R1T that actually slid right into the gear tunnel, but then they took it off the market for a while while they redesigned it.
Rivian为R1T设计了一款实际上可以直接滑进齿轮隧道的野营厨房设备，但后来他们将其下架一段时间并对其进行重新设计。
Now we get a patent for this camp kitchen in the R1S, but this time around it would actually go into the rear of the vehicle because the R1S doesn't have a gear tunnel.
现在我们为这个露营厨房在R1S车型上获得了专利，但这一次它实际上会放在车辆的后部，因为R1S车型没有齿轮通道。
So now the speculation is Rivian might be consolidating this camp kitchen into one design that would go into the beds of both the vehicles, the R1S and R1T, but that is pure speculation.
现在有一种猜测是Rivian可能会将这个露营厨房整合成一个设计，用于两款车辆的车床上，即R1S和R1T，但这只是纯粹的猜测。
And I would add there's no promises this ever even happens at all, it's just a patent.
我想补充一点，这并不意味着一定会发生，它只是一个专利而已。
You can find me on X and Instagram linked below, hope you guys have a wonderful day.
你可以在下面链接的X和Instagram上找到我，希望大家有一个美好的一天。
Please like the video if you did and a huge thank you to all of my Patreon supporters.
如果你喜欢这个视频，请给它一个“赞”，并向我所有的Patreon支持者表示衷心的感谢。