Elon Pumps Cybertruck Brakes / Farley on Biggest EV Problem / Stellantis Needs Help ⚡️
发布时间 2023-08-23 22:30:47 来源
摘要
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Kilowatts Farley interview: https://www.youtube.com/watch?v=Vprv7v8PSeg&ab_channel=TheKilowatts
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00:00 - Highland/CT
00:27 - No Video Tomorrow
00:40 - Elon on Cybertruck
3:53 - Highland w/ Lidar
4:18 - FSD Beta 11.4.4
5:08 - Elon Confirms India Trip
5:41 - V4 SuC in Spain
5:57 - Canada SuC Billing
6:28 - Farley on EV Problem
9:29 - Used Car Data
10:37 - Powerwall Rebate
10:45 - Tesla Texas VPP
11:52 - 1H Sales
12:18 - Tesla SuC Malaysia
13:02 - Ultium Back Up
13:20 - Quebec and LFP
14:18 - Stellantis White Flag
15:02 - Polestar Milestone
15:22 - Elon Factory Setup
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#TeslaCybertruck #Cybertruck #CybertruckUpdate
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified. It's your host, Dilalumus, quick shout out to my newest patron, Keith R. Thank you for choosing to support the channel.
欢迎来到电力四溢！我是您的主持人Dilalumus，特别感谢最新的赞助人Keith R. 感谢您选择支持这个频道。
Quick announcement, no video from me tomorrow on Thursday. I will see you guys again on Friday.
快速通知，明天周四我不会发布视频。我会在周五再见到大家。
1371 days from the day the Cybertruck was unveiled to today when we have Elon posting just drove the production candidate Cybertruck at Tesla Giga Texas. That's equivalent to 3 years, 9 months and 2 days. Over the past few months we've seen many release candidates and now this is the first word officially that we get of a production candidate vehicle. Now I'm going to interject my own two cents. The word candidate is still present so this isn't a production version per se although it is the last step before we would get to official actual customer production.
从Cybertruck发布到现在的1371天，我们看到埃隆（Elon）在德克萨斯州的特斯拉超级工厂试驾了生产候选车。这相当于3年9个月2天。在过去的几个月里，我们看到了许多发布候选车，而这是我们首次正式得到生产候选车的消息。现在我要插入我自己的看法。虽然仍然使用了"候选车"这个词，但这并不是一个正式的生产版本，尽管这是我们在正式投入实际客户生产之前的最后一步。
Either way, seeing this post from Elon, I'm now fairly comfortable expecting a delivery handover event to employees sometime in September. And not to be a wet blanket but the VIN registration data we've seen from Tesla in the past still would put us sometime into October for actual customer deliveries. We still need to know the pricing specs and all of that and hopefully they'll actually have an event to show the world what this truck is all about.
不管怎样，看到埃隆发的这篇帖子，我现在对于预计在九月份员工交付交接活动已经相当有把握了。但是不想泼冷水，我们之前从特斯拉看到的车辆识别号注册数据仍然意味着实际客户交付将在十月份左右。我们仍然需要了解定价规格等所有细节，希望他们能够举办一次活动向全世界展示这款卡车究竟如何。
Corey Stuubin formerly of Monroe Live said fit, finish and gaps looking really good. I'm no Monroe associate but I do know how to use a zoom feature on a computer and my eyes were drawn to the front of the cyber truck around the front area seeing this. I know there's some shadow things going on here but maybe something to clean up in the weeks and months ahead.
科里·斯图宾（Corey Stuubin）曾在蒙罗生活（Monroe Live）任职，他说外观、装配和间隙看起来非常好。尽管我不是蒙罗的员工，但我知道如何在计算机上使用放大功能，我的目光被电动卡车前部附近的细节吸引住了。我知道这里可能存在一些阴影问题，但也许在未来的几周和几个月里有一些改进的空间。
But in all seriousness I've always been of the camp whether Tesla or any company, any new production vehicle, if I'm buying it personally I would like to wait a few months for them to work out all of the early kinks before I take my variant. And it's true that Elon is the height man for all Tesla products so we need to contextualize the marketer Elon vs the engineer Elon and it's tough to say. Buddy did say I think this is our best product ever. Incredibly high praise for anybody that's been following Tesla for years or a decade. I mean the model I on track to be the best selling car in the world selling around $60,000 is no slouch. I'd probably be smirking too if I knew I was about to make history again.
但说真的，我一直是持这个观点的，无论是特斯拉还是任何公司的任何新的生产车辆，如果是我个人购买，我会希望等个几个月，让他们解决掉早期出现的问题后再购买我的。而且埃隆确实是特斯拉所有产品的代表人物，所以我们需要将市场营销者埃隆与工程师埃隆放在背景下来考虑，这很难说。
我的朋友确实说过，我认为这是我们有史以来最好的产品。对于那些多年或十年来一直关注特斯拉的人来说，这是非常高的赞美。我的意思是，以约6万美元的售价， Model I (可能是指特斯拉的某一款车型) 正在成为世界上销量最好的汽车，这可不是简单的事。如果我知道自己即将再次创造历史，我也会嘴角掀起一丝微笑。
So congratulations to Tesla, it's been a long road and a long wait from this unveil event that was unforgettable and now we're only weeks or days away from real customer production of a vehicle that will undoubtedly disrupt the biggest car segment in the United States. It should be a moment of celebration for Tesla fans everywhere and a nail in the coffin to all of the cyber truck is CGI haters out there.
恭喜特斯拉，从这次难忘的发布会开始，经历了漫长的路程和等待，现在我们离真正的客户汽车生产仅剩几周或几天的时间，这款车无疑将颠覆美国最大的汽车市场。对于特斯拉的粉丝来说，这应该是一个庆祝的时刻，也是对所有不相信电动皮卡是真实的人的打击。
And just as I was exporting I saw Elon say this seemingly slightly perturbed by a question from James Locke. Elon said when we are ready to do so we will. Speaking on getting into specs pricing etc. While I think it's our best product ever it's an extremely difficult product to build we are in unchartered territory because it's not like anything else. This is exactly why I've been comfortable being the wet blanket to make sure everybody's expectations are in check.
当我正在导出时，我看到埃隆似乎对詹姆斯·洛克的问题有些不悦。埃隆说，当我们准备好时，我们会这样做。他谈到了规格、定价等方面。虽然我认为这是我们有史以来最好的产品，但它是一种极难制造的产品，我们正在探索未知领域，因为它与任何其他产品都不同。这正是为什么我一直对此持保留态度，确保每个人的期望都是合理的的原因。
We have James sharing a video of a project Highland Model 3 on the 101 South in Palo Alto, California with what looked like some LiDAR hardware just out doing some testing. I would not read too far into this but it's a fair question when might we see Model 3 Highland production out of the Fremont factory? How long will it be after it starts in Shanghai or will it be simultaneous?
我们有詹姆斯分享了一个在加州帕洛阿尔托市的101南路上进行测试的Highland Model 3项目的视频，视频中似乎出现了一些LiDAR硬件。我不会过分解读，但这是一个合理的问题，我们何时会在弗里蒙特工厂看到Model 3 Highland的生产?在上海开始生产后要多久才会出现，还是会同时进行呢？
Not a Tesla app told us FSD beta 11.4.4 has been released on the 2023.26 branch. But I wanted to highlight this because they do mention as well as possible support for hardware for vehicles. Sadly they did not elaborate on that last anecdote but it's a pretty big one because as we know hardware 4 has not yet received FSD beta on any vehicles. So just a small glimmer of hope for you hardware 4 folks. If you're new FSD beta historically for Tesla has been on older software branches so as new features roll out FSD beta customers are usually the last ones to get those updates. The hope is eventually Tesla will bring them onto the same branch so when there are new Tesla UI features the FSD beta crew gets those at the same time rather than having to wait.
并非特斯拉的应用程序告知我们FSD Beta 11.4.4已在2023.26分支上发布。不过，我想强调一下，因为他们也提到了对车辆硬件的可能支持。遗憾的是，他们没有详细阐述最后一点，但这是一个相当重要的问题，因为我们知道硬件4的车辆尚未收到FSD Beta的更新。所以，对于硬件4的用户来说，这是一丝希望。从历史上看，特斯拉的新版FSD Beta通常会在较旧的软件分支上发布，因此，当新功能推出时，FSD Beta用户通常是最后一个获得这些更新的人。希望特斯拉最终会将他们引入相同的分支，这样当有新的特斯拉UI功能时，FSD Beta用户可以与其他用户同时获得这些更新，而不必等待。
We do get an update and confirmation that Elon Musk is planning to visit India next year as he said I look forward to it over on X. There's been a lot of speculation out there that India is going to be the next Gigafactory that is announced. We've heard maybe we hear another one by the end of this year but this would lead me to believe maybe Elon would want that visit before he announces that as a Gigafactory and it sounded like India would not be the next one up but eventually yes it will be one. This is not the next one but that's just my speculation.
我们得到一份更新和确认的消息，埃隆·马斯克计划明年访问印度，因为他在X上说了“我期待着”。目前有许多猜测印度将成为下一个宣布的 Gigafactory。我们听说也许在今年年底之前我们会听到另一个消息，但这让我相信，埃隆可能希望在宣布印度为 Gigafactory 之前进行访问。听起来印度可能不是下一个，但最终印度会成为其中之一。这不是下一个，这只是我的猜测。
A few days back we talked about this new supercharger location in Spain and today Esther confirmed that it will be a V4 location. The first one in Spain marking the 8th V4 supercharger in the world questions still remains when North America.
几天前我们谈到了西班牙的一个新超级充电站位置，今天艾丝黛儿确认它将是一处V4 充电站。这将是西班牙的第一个V4 充电站，也是全球第八个V4 充电站，但问题仍然未解决：何时在北美洲建立V4 充电站呢？
Speaking of supercharging in Canada shortly after finally switching to Kilowatt hour billing from time based billing they've now added off peak rates at certain superchargers. Drive Tesla Canada reporting that so far they've only been spotted in two provinces BC and Ontario. So in addition to Tesla rolling out magic dock locations in Canada now some locations are beginning to get off peak rates in some cases around 50% cheaper than the regular rates.
说到在加拿大实施超级充电站，他们终于从计费方式更换为按千瓦时计费后不久，现在还增加了一些超级充电站的低峰时段费率。根据Drive Tesla Canada的报道，目前这些费率只在不列颠哥伦比亚省和安大略省的某些地点出现。因此，除了特斯拉在加拿大推出魔法充电器位置之外，现在一些地点开始提供低峰时段费率，某些情况下比常规费率便宜约50%。
The Kilowatts got a quick interview with Jim Farley at Laguna Seica and Farley talked about one of the biggest problems with electric vehicles. And now we just took the plant down for two months we built another lightning for the last two months to finish all the retrofit to go to 150,000 units. Because the average price paid at lightning before we did this was like almost 90,000 units and you know tripling the volume we have to get the price to where there's a lot more mainstream customers who can afford it.
Kilowatts在拉古纳塞卡进行了一次与吉姆·法利（Jim Farley）的快速采访，法利谈到了电动汽车面临的最大问题之一。现在我们刚刚将工厂关闭了两个月，过去两个月我们建造了另一个闪电来完成所有的改装工作，以便达到15万辆的目标。因为在我们进行这项工作之前，闪电的平均售价几乎已经达到了90,000个单位，而我们要使销量翻三倍，就必须将价格调整到更多的主流消费者能够负担得起的水平。
I don't think I'll ever use the range anxiety phrase again because what I saw was charging the anxiety. And what I learned a lot is that as we move from the evangelists to the mainstream and EV that's happened in China that's happened in Europe that has not happened here we're getting into customers who are very uneducated and they don't have a lot of resources to learn. And we have a huge human problem to solve. We can build all the vehicles we want we can make them profitable but at the end of the day people don't understand how to handle charging experience, how the vehicle will perform, the real world range and cold towing, things like that especially for us the vehicles we make you know we have to do a better job.
我不认为我会再使用“续航焦虑”这个词了，因为我所见到的是充电焦虑。我学到了很多，随着我们从狂热者变成主流，电动汽车在中国和欧洲取得了成功，在这里却没有。我们正面临一个巨大的人为问题需要解决。我们可以生产任意数量的电动汽车，我们可以使其盈利，但最终，人们并不了解如何处理充电的经历，车辆的性能表现，真实的续航里程和寒冷牵引等等，尤其是对于我们制造的车辆，我们必须做得更好。
So I have in everyone our industry why are we doing the railroad tracks over there in the US there were different gauge of railroads and like we have to solve this not we're making a hard for customers. This is ridiculous. Let's do better. There are all these reasons but that's why Ford took the lead. You know we have to think differently that's why I separated the EV business because our prejudice on the ice side is to compete with people and there's no such thing as frenemies in that world. That's why I created the EV business in Ford because we need a new kind of way of thinking it's frenemies and the digital electric world or reality. Everyone's working with each other. That's the reality we got to get our heads around that and I totally that's changed it for it. We are thank goodness we separated the business.
所以，我在我们行业中向大家提出了一个问题，为什么我们要在美国修建那边的铁路轨道？因为美国的铁路使用了不同规格的轨距，我们必须解决这个问题，不能给顾客带来困扰，这太荒谬了。让我们做得更好。有很多原因，这就是为什么福特领先的原因。你知道，我们必须要有不同的思维方式，这就是为什么我把电动汽车业务单独分出来，因为我们对传统燃油车的偏见是与竞争对手竞争，但在这个世界上并不存在所谓的敌人兼朋友。这就是为什么我在福特创办了电动汽车业务，因为我们需要一种新的思维方式，在数字化和电动世界中，大家都在互相合作。这是我们必须要接受的现实，我完全明白这一点，福特因此发生了改变，我们很庆幸我们分离了业务。
So with all the data we've been seeing the past few weeks where you guys at now do more of you think that Tesla should advertise from an educational standpoint to start educating some of these mainstream customers that are skeptical of buying an EV. I also thought it was interesting to hear Farley talk about the frenemies thing how with EVs a lot of these companies are collaborating one because they need to but two Tesla leading away with that open door policy trying to help and pull others along which of course is admirable. But in a recent interview with Bloomberg Farley said we can't keep saying companies are all electric all hybrid and there's nothing in between that's baloney. There's going to be a lot of great agrees of partial electrification and that's still good for the planet. You can still have that emotional experience. I think that's where we're going to be for a while.
所以，根据我们过去几周看到的所有数据，你们现在的看法是，更多的人是否认为特斯拉应该从教育的角度开始宣传，以教育那些对购买电动汽车持怀疑态度的主流客户。我还觉得很有趣的是听到法利提到了敌朋友的概念。对于电动汽车，许多公司正在合作。一方面是因为他们需要这样做，另一方面是特斯拉以开放的态度领导带头帮助和拉拢其他公司，这无疑值得称赞。但在最近接受彭博社采访时，法利表示，我们不能再说公司都是全电动或者全混合动力，中间没有什么东西，这是胡扯。将会有很多优秀的部分电动化的方式，这对地球来说仍然是好的。你仍然可以获得那种情感体验。我认为这就是我们未来的发展方向。
We got some new data from IC cars. Keep this number in mind the average used car both EV and ice cells in 49 days new and use EVs now take twice as long to sell despite massive price drops and the Tesla Model Y is the fastest selling used EV taking an average of 47.6 days to sell. But on the new EV front which would not include Tesla because they sell direct to customer this is looking from a dealership perspective new EVs on dealership lots went from 25.2 days to sell to now 50 days over the past year and used EVs which do include Tesla are now selling even slower shifting from an average of 26.4 days a year ago to 57.8 days now. For used EVs between 1 and 5 years old the Model Y is the fastest seller and the Model 3 is in third. The Model X in fifth and the Model S rounding out the top 7.
我们从IC汽车处得到了一些新数据。记住这个数字，平均二手车（包括EV和内燃机车辆）需要49天出售，现在使用EV的销售时间是两倍长，尽管价格大幅下降，而特斯拉Model Y是出售速度最快的二手EV，平均需要47.6天。但对于新的EV来说，这不包括特斯拉，因为他们直接向客户销售，从经销商的角度来看，去年销售在经销商手中的新EV需要25.2天，现在需要50天，而二手EV（包括特斯拉）现在的销售速度更慢，从一年前的平均26.4天增加到了现在的57.8天。在1到5年的二手EV中，Model Y是销售最快的，Model 3排名第三，Model X排名第五，而Model S排名第七。
Before reading too much into this I'd want to see another 6 to 9 months of data because coming from a year ago there is just more supply relative to when things were much tighter. I got an email last night from Tesla you can get a $500 rebate on each powerwall installed if you installed before the end of October this year.
在过度解读之前，我想再看6到9个月的数据，因为相较于一年前，供应相对更多，当时情况更加紧张。昨晚我收到了特斯拉的一封邮件，如果在今年十月底之前安装，每安装一个Powerwall可以获得500美元的折扣。
We got a press release from the public utility commission of Texas saying virtual power plants are providing power to the Urkot grid for the first time. An Adur is just an aggregate distributed energy resource and the two Aders announced today involve Tesla electric customers who have powerwall storage systems who have agreed to sell their surplus power into the Urkot market.
我们收到了德克萨斯州公用事业委员会的新闻稿，称虚拟电厂首次为乌尔科特电网提供电力。Adur只是一个分布式能源资源的集合，而今天宣布的两个Aders涉及到拥有特斯拉电池储能系统的电力客户，他们同意将多余的电力出售给乌尔科特市场。
One of these systems is aggregating power in Houston and the other one is in Dallas. And these two VPPs are the first to participate in the Urkot wholesale market as Aders. Drew Baglino said today's launch of the first phase of the Tesla virtual power plant is a milestone for Texas residents, Texas distribution utilities and the Urkot grid. Our collective work has allowed Tesla to build a decentralized energy ecosystem that seamlessly integrates stored solar energy from power walls onto the grid. Participation is voluntary and right now the size of this pilot project is 7.2 megawatts. And the hope now becomes that this blueprint is then duplicated around the country and the world.
其中一个系统正在休斯顿聚集能量，另一个在达拉斯。而这两个虚拟电厂是首批作为Aders参与Urkot批发市场的。德鲁·巴吉诺表示，特斯拉虚拟电厂第一阶段的启动是对德克萨斯居民、德克萨斯配电公司和Urkot电网的一个里程碑。我们的集体工作使特斯拉能够建立一个分散式能源生态系统，将储存的太阳能无缝集成到电网上。参与是自愿的，现在这个试点项目的规模是7.2兆瓦。希望现在是这个蓝图被在全国乃至全世界复制。
This was an article about the key a Rio being discontinued but I wanted to highlight light trucks a category including minivans, crossovers, SUV and pickups accounted for 79% of all new US vehicle sales for the first six months of 2023.
这是一篇关于Rio车型停产的文章，但我想要强调一下轻型卡车这个类别，包括小型货车、跨界车、SUV和皮卡，在2023年上半年美国新车销售中占据了79%的份额。
Speaking of Kia you may have just saw they have plans to launch two new EVs from their plant in Monterey where they're looking to invest about a billion dollars to retool their factory for electric vehicle production.
说到起亚汽车，你可能刚刚看到他们计划从蒙特雷的工厂推出两款新的电动汽车。他们计划投资约十亿美元来重新装备他们的工厂，以进行电动汽车生产。
Tesla has officially opened its first supercharger location in the capital of Malaysia in Kuala Lumpur. We heard in a recent interview with the PM that Tesla does have plans to start EV battery manufacturing in Malaysia as well. But because the interview clip I shared didn't make it super clear I wanted to remind everybody that these four adventures in Malaysia most of the time are required to have that 30% equity ownership but Tesla has been exempt from this rule because of all of the economic activity throughout their supply chain in Malaysia that Tesla can actually generate. Just another example of countries all over the world tripping over themselves to bring Tesla to their region which is a great place to be.
特斯拉正式在马来西亚首都吉隆坡开设了第一个超级充电站。我们在最近的一次采访中听到，特斯拉确实计划在马来西亚开始电动汽车电池制造业。但由于我分享的采访片段并没有明确表达，我想提醒大家，在马来西亚，这四个冒险大多数情况下需要拥有30%的股权所有权，但特斯拉却因为其在马来西亚供应链中所产生的全部经济活动而被豁免此规定。这只是世界各国纷纷想要引进特斯拉到他们所处地区的又一个例子，这可是一个非常好的地方。
You may have seen the news about a chemical spill at one of the Altium plants in Ohio, fast forward to today and operations have been restored. The company said it took immediate steps to contain a cathode mixing slurry leak that occurred over the weekend. Boy does dry battery electrode sound better and better.
你可能已经看到了关于Altium位于俄亥俄州的一家工厂发生化学泄漏的新闻，快进到今天，该公司已经恢复了运营。公司表示，他们立即采取了措施来控制在周末发生的一起阴极混合浆液泄漏事件。干电池电极听起来越来越好了。
During benchmark mineral intelligence part of the reason we've seen so many companies announce EV and supply chain deals for the Quebec area, a big factor is renewables, hydropower can generate around 95% of Quebec's electricity needs. And for years now we've heard rumblings of Tesla in talks with different locales in Canada so feels like just a matter of time until we get a big announcement of Tesla setting up shop in Canada as well. More so than they already have.
在基准矿产智库中，我们看到许多公司宣布在魁北克地区进行电动汽车和供应链交易的原因之一是可再生能源。水电能够满足魁北克约95%的电力需求。多年来，我们一直听说特斯拉与加拿大的不同地方进行洽谈，因此感觉只是时间问题，特斯拉将在加拿大设立生产基地并进行重大宣布。比他们目前已经在该地区做的更进一步。
A storyline to watch in the years ahead will be how Ford handles F-150 Lightning battery selection because with this new cathode plant in Quebec they're saying it's evident high nickel cells destined for models like the F-150 are vital for those higher performance specs. But we've also been told that Ford is looking to integrate LFP batteries into the F-150 Lightning lineup. The most logical would be lower trim, higher trim distinctions but Ford did say that next year we should see LFP batteries in the F-150 Lightning.
未来几年里，一个值得关注的情节将是福特如何处理F-150 Lightning电池的选择，因为他们在魁北克建立了这个新的正极厂，他们表示显然对于像F-150这样的车型来说，高镍电池对于这些更高性能规格是至关重要的。但是我们也被告知福特正在考虑将LFP电池整合到F-150 Lightning系列中。最合理的可能是在低配和高配之间进行区分，但福特确实表示明年我们将看到F-150 Lightning配备LFP电池。
Stellantis is the latest company to basically wave the white flag saying they need help to generate sales in China. They announced they're considering a tie up with a Chinese EV company and they're exploring potentially working with Leap Motor Tech, the company that VW is working with. They're weighing their options like investing in a local EV firm and a business partnership that would help it grow in China. If you missed it Stellantis stopped production at their only Jeep plant in China last year and they weighed ending all car making in the country. Tavares the CEO said he's happy with his decision to downsize saying VW and GM are under pressure in China as vehicle producers slash prices. So the legacy struggles in China continue.
Stellantis成为最新一家基本上举起白旗的公司，表示他们需要帮助来在中国创造销售业绩。他们宣布他们正在考虑与中国的一家电动车公司合作，并正在探索与与大众合作的Leap Motor Tech合作的可能性。他们正在权衡各种选择，例如投资于本地的电动车公司和商业合作伙伴关系，以帮助他们在中国扩大业务。如果你错过了这个消息，Stellantis去年停止了他们在中国唯一的Jeep工厂的生产，并且他们也考虑结束在中国的汽车制造业。首席执行官Tavares表示，他对缩小规模的决定感到满意，因为大众和通用汽车在中国面临着价格战的压力。所以，Stellantis在中国的困境仍在继续。
And just a quick hat tip to Polestar and a press release today they announced they have officially started deliveries of their upgraded Polestar 2. More importantly though over the last three years they've crossed the 150,000 car manufactured mark. More importantly though over the last three years they've now produced more than 150,000 cars. Don't forget no video from me tomorrow on Thursday I will see you guys again on Friday. 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.
顺便向Polestar致敬，今天他们发布了一份新闻公告，宣布他们已正式开始交付升级版Polestar 2。然而更重要的是，在过去的三年里，他们已经生产了超过15万辆汽车。请别忘了明天周四没有我的视频，我会在周五再和大家见面。希望大家度过愉快的一天，如果你喜欢这个视频，请点赞，再次感谢所有我的赞助者。