Tesla Teases Cybertruck Delivery Event & Production Candidate +Berlin Production Report, Texas VPP

Hey everybody Rob Maurer here and today we've got quite a few exciting updates on the Cyber Truck, some news on Texas and Tesla's virtual power plant programs, reports on GIGABER LIN and a few other items as well.

大家好，我是罗布·毛瑟。今天我们将为大家带来一些关于Cyber Truck的令人兴奋的更新，还有一些关于德克萨斯州和特斯拉虚拟电站项目的消息，以及有关GIGABER LIN等一些其他事项的报道。

First we'll start off with a quick look at the stock Tesla up a little over 1.5% today to close at $236.86, a NASDAQ with a strong day up 1.6%. And interestingly, as we talked about going into after market close today, NVIDIA did report earnings, they beat expectations pretty handily, so they're up 6.5% after hours, meaning that Tesla is up as that sends the TENS to lift the whole tide, Tesla up 1.7% after hours today as well.

首先，我们简要回顾一下特斯拉的股票情况，今天上涨超过1.5%，收于236.86美元，纳斯达克指数上涨1.6%。有趣的是，正如我们在今天收盘后讨论过的那样，英伟达发布了财报，结果相当不错，因此它们在盘后交易中上涨了6.5%，这也意味着特斯拉上涨了，这带动了整个市场的情绪。特斯拉今天的盘后交易中也上涨了1.7%。

So NVIDIA, as I said, we're not going to spend a ton of time on it, but you can see beat expectations $2.70 per share versus $2.09, speed revenue expectations, and more importantly guided for higher than expected results for Q3. They also announced a up to $25 billion approval for share repurchases in the future, which they would make over time. So as we said, you know, something to keep an eye on for the markets in general, and obviously with that success is going to be a little bit more helpful than had they come in with a little bit of a disappointment.

正如我所说的，NVIDIA的业绩表现超出了预期，每股收益为2.70美元，而预期为2.09美元；营收也超出了预期，并且更重要的是，他们对第三季度的业绩预期更高于预期。他们还宣布未来可以用于回购股票的额度为250亿美元，并计划逐步完成回购。所以正如我们所说的，这对市场总体来说是一个需要关注的事情，显然，这种成功将比稍微失望的情况更有帮助。

Alright, so getting into the Cyber Truck news, we've got a few things here, some of which have just come out very recently in the last few minutes. That's why I was a little bit late for the stream today, but we did have a tweet earlier from our post now, I guess, from Elon earlier today saying that he just drove the production candidate Cyber Truck at Giga Texas. So definitely an exciting milestone. This would presumably mean that this is a vehicle that is used to test the production process in its entirety. Maybe a little bit more progress than the release candidates that Tesla had previously mentioned. That was the terminology used. Of course it's going on here. Not sure.

好的，关于Cyber Truck的新闻，我们有一些内容，其中一些刚刚在过去几分钟内发布。所以我今天直播有点晚，但是我们早些时候在Elon的推文中得知，他今天早些时候在德克萨斯超级工厂(Giga Texas)驾驶了生产候选的Cyber Truck。这肯定是一个令人兴奋的里程碑。这可能意味着这是一辆用于完全测试生产过程的车辆。可能比以前特斯拉提到的发布候选车辆要进展更多。这是正在进行的事情。具体情况尚不确定。

When Tesla had the Q2 earnings call, they had said that they had continued to build release candidates of the Cyber Truck. So with this being a production candidate, again, different terminology and more presumably further progressed from where we were at on the Q2 call. No surprise with the amount of Cyber trucks we've seen Tesla producing.

在特斯拉进行第二季度盈利电话会议时，他们表示他们继续制造Cyber Truck的发布候选车型。因此，这款车型被认为是生产候选车型，采用了不同的术语，并且从第二季度电话会议上的进展中更进一步。特斯拉生产Cyber Truck的数量之多并不令人意外。

Elon also commented a couple of things on this saying he thinks it's our best product ever. We've heard him say that in the past, so nothing new there, but reiterating it as we get close to production is exciting. And he did also give us a little bit of details on the delivery event, things like that. I guess commented on it not really more details, but in response to just asking for specs pricing, estimated delivery of end date, etc. Elon said we're ready. When we are ready to do so, we will. While I think it's our best product ever, it is an extremely difficult product to build. We are in uncharted territory because it does not like anything else. So those of you that have followed Tesla a long time may bring back memories of the Model X launch and some of the struggles that came alongside that.

埃隆还对此发表了一些看法，他认为这是我们迄今为止最好的产品。我们之前听他这么说过，所以没什么新的，但在接近生产时再次强调这一点令人兴奋。他还对交付事件给了我们一些细节，像这样的事情。我猜他只是对它发表了评论，并没有提供更多的细节，但是在询问规格、定价、预计交付日期等方面的回答是我们已经准备好了。当我们准备好的时候，我们就会这么做。尽管我认为这是我们迄今为止最好的产品，但它是一个非常难以建造的产品。我们处于未知领域，因为它与其他任何产品都不同。所以那些长期关注特斯拉的人可能会回忆起Model X发布时的一些困难。

There was also what appears to be a leaked email today. YYDS on X sharing this with Elon, apparently emailing the Tesla team saying due to the nature of the Cyber truck, which is made of bright metal with mostly straight edges, any dimensional variation shows up like a sore thumb. All parts for this vehicle, whether internal or from suppliers, need to be designed and built to sub 10 micron accuracy. That means all parts dimensions need to be to the third decimal place in millimeters and tolerances need to be specified in single digit microns. If Lego and Sutter cans, which are very low cost, can do this? So can we precision predicates perfectionism?

今天还有一封貌似被泄露的电子邮件。YYDS在X上与埃隆分享了这封邮件，显然是向特斯拉团队发电子邮件，说由于Cyber truck的特性，即由亮金属构成，大部分边缘都是直的，任何尺寸变化都会显得非常明显。无论是内部还是来自供应商的所有零件，都需要按照亚10微米的精度进行设计和制造。这意味着所有零件的尺寸都需要到毫米的小数点后第三位，并且公差需要以个位数微米来指定。如果乐高和铁罐都能做到这一点，而它们是非常低成本的产品，那么我们也可以预测精密化意味着完美主义吗？

So we've seen Elon emails like this before. We've seen comments from him various periods of time like this, including during the launch and ramp up of Giga Berlin and Giga Texas here talking about extreme precision targets with Model Y talking microns not millimeters. So in this case, thousands of millimeters or one one thousandth of a millimeter would be a micron. So shows, you know, the kind of precision that they're targeting again, but nothing new for Tesla, although I think just with the comments here and this email combined, it should just, I think temper expectations a little bit. I know we're all very excited about the Cyber truck right now.

所以我们以前见过像这样的Elon邮件。我们在不同时间段也看过他的评论，包括在Giga Berlin和Giga Texas推出和加速期间，他谈论了与Model Y相关的极致精确目标，讲到的是微米而不是毫米。所以在这种情况下，上千毫米或是一个千分之一毫米就是一个微米。这显示了他们所追求的那种精度，但对特斯拉来说并不新鲜，尽管我认为结合这些评论和邮件，它应该稍微抑制一下期望。我知道我们现在都对Cybertruck非常兴奋。

We're seeing a lot of progress. But if you've been through a ramp up a new product from Tesla, again, going back to dating back to the Model X, you know that this can be slow. It can be a lot longer than what we hope it to be from the outside. You know, we've since 2019 had the Model Y ramp up, which is obviously it had a lot of new things involved in it, but it was a derivative of the Model 3. So they had, you know, at least some experience with parts of the vehicle. And then from there, obviously expanding with Giga Texas, with Giga Berlin, even with Shanghai, sort of again, not replicating it, but starting with not necessarily a clean slate. So really the last sort of clean slate, I would say would be the Model 3 ramp, which again, differences there, but took a long time. And prior to that, obviously, the Model X, which was excruciatingly long for anyone that kind of remembers that. So again, just kind of keep that in mind as we, you know, get very close to the start of production here for what it seems.

我们看到了很多进展。但是如果你经历过特斯拉新产品的推出过程，回溯到Model X时期，你就知道这可能很慢。从外部来看，它可能会比我们所希望的更长。自2019年以来，我们已经开始了Model Y的推出，其中包括许多新的内容，但它是Model 3的一个衍生品。所以他们至少对该车辆的部分零部件有一些经验。然后从那里开始，显然是在Giga Texas、Giga Berlin和上海扩大规模，不是复制，而是从不一定是一个空白的状态开始。所以我认为最近的一次空白状态可能是Model 3的推出，虽然仍有差异，但花费了很长时间。在此之前，显然是Model X，对于记得这一点的人来说，那是非常漫长的。所以在我们非常接近开始生产的时候，请记住这一点。

Now, what just came out before this episode is that Tesla to the Tesla app and the Tesla loot box has added a new prize. So this is a delivery event invite in the loot box as a part of the referral program. The Cybertruck delivery event invite will cost 30,000 credits, which would be the equivalent right now of three referrals. Tesla says that you can redeem referral credits for an invitation to the upcoming Cybertruck delivery event in Austin, Texas invites are first come first served and are valid for you and one friend travel accommodations not included. If you missed a chance to claim check back later, additional tickets will be released as the event approaches limit one per Tesla account, 18 years of older to redeem all attendees, most pass security screening, et cetera. And then they say event date to be announced. So we don't get the full date here, but definitely starting to get close with Tesla, you know, publishing this event invite path. So interesting to see that the Tesla has this, you know, as a part of the referral program, obviously it's a no cost thing for them and helps redeem some of those credits that people have generated. I would imagine the take rate on this is going to be, you know, pretty decent for people to have that amount of credits. So I think it's an interesting implementation and obviously just very exciting that we are getting close enough for Tesla to even put this in the loot box at this point. So hopefully we hear more.

现在，在这一集之前刚发布的消息是特斯拉在特斯拉应用和特斯拉战利品箱中增加了一个新奖品。所以这是作为推荐计划的一部分，在战利品箱中的一个交车活动邀请。这个Cybertruck交车活动邀请需要30000积分，相当于目前三次推荐。特斯拉表示，你可以用推荐积分兑换一张邀请函参加即将到来的Cybertruck交车活动，邀请函先到先得，可以为你和一个朋友参加，不包括旅行住宿。如果错过了机会，请稍后返回查看，活动临近时会释放额外的门票，每个特斯拉账户限领一张，18岁以上才可兑换，所有参与者需要通过安全检查等等。然后他们说活动日期将另行公布。所以我们在这里并没有得到完整的日期，但特斯拉发布这个活动邀请的路径，我们肯定离开始日期越来越近了。很有意思的是特斯拉将其作为推荐计划的一部分，显然对他们来说是没有成本的，并帮助兑换一些人们积攒的积分。我想对于有那么多积分的人来说，接受这个邀请的率应该会相当高。我认为这是一个有趣的实施措施，显然我们离特斯拉甚至能够把这个放入战利品箱已经非常接近了。希望我们能听到更多的消息。

There were some rumors here. Not going to go super into detail on it, but some rumors on X today from spotted model on X saying that a few things. First of all, Tesla right now making about, oh, sorry, Tesla right now making about 10 cyber trucks a day, you know, from what we see that seems to be maybe roughly in the ballpark. They say that they're distributing them not covered during transport. There's going to be a live stream delivery event, which will take place in Austin. Obviously, we just talked about that so no surprise. But they say that after the events or during it, there will be service centers or stores all over the country that will simultaneously deliver a handful of cyber trucks and that these have already been allocated to customers which have been contacted to ask if they want to take delivery or not. So obviously we, you know, so far have not heard of anyone in that scenario, at least to my knowledge, but definitely something to keep an eye on if people do start talking a little bit more about this, which could happen if this is the case. But it sounds like during the delivery event, they would have been delivering it to a number of different people's not necessarily directly based on reservation number, but potentially other factors which also probably not too surprising given the, you know, what we've seen in the past where Tesla delivers those early vehicles to specific customers. They say the first builds are all the same high end configuration. They said that the final price has not been given, but they've been told to expect it will be made to high 70s. That would be a great price if Tesla gets there for the high end configuration because that would be under the $80,000 cap for the federal EV tax credit. And they said that they've been told to expect deliveries in the next three to four weeks and to begin making preparations. So no idea on the credibility of this, but felt specific enough and interesting enough to at least kind of run through really quickly, especially in combination with this delivery event, invitation path being posted today.

这里有一些谣言。我不打算深入细节，但今天有传言说X型号上有一些问题。首先，特斯拉现在每天大约在制造10辆Cybertruck，根据我们所看到的，可能差不多符合实际。据说它们在运输过程中没有遮盖物。将会有一个现场直播的交付活动，地点在奥斯汀。显然，我们刚刚谈到过这一点，所以并不奇怪。但他们说，在活动之后或在活动期间，将在全国各地建立服务中心或商店，同时交付一些Cybertruck，这些车辆已经分配给已经联系过的客户，询问他们是否要接收交付。因此，至少就我所知，目前我们还没有听说有人处于这种情况中，如果确实如此，这是值得关注的。但听起来在交付活动期间，他们将会将它交付给很多不同的人，而不仅仅是按照预约号码，而是可能根据其他因素，这也并不奇怪，考虑到特斯拉过去交付早期车辆给特定客户的情况。他们说第一批车型都是同一高端配置。他们表示最终价格尚未确定，但他们被告知应该期望将其定在高七十万美元左右。如果特斯拉能以这个价格提供高端配置，那将是一个很好的价格，因为这样可以低于联邦电动汽车税收抵免的8万美元上限。他们说被告知在接下来的三到四周内将开始交付，并开始做好准备。对于这些消息的可靠性我不得而知，但感觉上非常具体和有趣，值得快速浏览，尤其是结合今天发布的交付活动邀请路径。

In the last couple of quick things on the Cybertruck, just a nice shot of the Cybertruck in downtown Austin. We've been seeing a lot on car carriers, which they're great to see, but you can only kind of look at so many of those before they all start to look kind of the same. But this one's nice because so throw away barista 69 on Reddit sharing this. And I think it's a nice photo just because it shows the Cybertruck in, you know, on the road in an urban environment where we don't, we haven't seen quite as many photos of those. And just the perspective of this, it's a little bit higher up, you know, again, not necessarily what we normally see. I've cautioned people of, you know, from over emphasizing the looks of the Cybertruck and photos because it definitely feels different seeing in person. I think this picture does a better job of capturing kind of that feel. One of the better ones that I've seen so far. So, you know, thanks for this person for sharing this photo. And it's a little bit more exciting than some of the other ones that we've seen, although those are exciting for the implications that they carry.

在关于Cybertruck的最近一些事情中，只是一个很好的Cybertruck在奥斯汀市中心的照片。我们一直看到很多运送车上的Cybertruck，看起来很棒，但你只能看很多次，然后它们开始看起来都差不多。但这张照片很好，因为Reddit上一位叫barista 69的人分享了它。我认为这张照片很好，因为它展示了Cybertruck在城市环境中的道路上，我们在那里没有看到很多这样的照片。而且这个角度有点高一些，与我们通常看到的不太一样。我已经告诫人们不要过分强调Cybertruck在照片中的外观，因为亲眼看到的感觉肯定不同。我认为这张照片更好地捕捉到了那种感觉。这是我至今看到的更好的照片之一。所以，感谢这个人分享这张照片。它比我们看到的其他一些照片更令人兴奋，尽管那些照片激动人心的是它们所带来的意义。

All right. So Tesla stock obviously did pretty well throughout the day. We did start much lower than where Tesla was trading in the pre-market early on. Part of the reason for that was a report from a business insider in Germany that Tesla has slowed their production rate at Kigabirlin. Two schools of thought on this. First just going into the report, we know that Tesla on the Q2 call mentioned that there would be production downtime in this quarter for upgrades. This report doesn't indicate that this is the reason for that. So there could still be some question marks around what the reason behind this is. But business insider said that they threw pictures of the scene, indicate that Tesla lowered their daily targets for July and August to 870 cars per day. So those are from the photos. And then they say that internal targets has since been adjusted further down to 750 cars per day, which they say would be less than 4,000 per week. Obviously, if you had a seven day work week, 750 a day, it would be above 5,000. You'd be down to 4,500 with a six day work week. Five day work week though, you get under that 4,000 per week mark, which previously in I think June, yeah, June 15th year this report, there was a report that Tesla had reduced shifts at Kigabirlin, which I believe means they're now in a five day work schedule. I don't fall that quite as closely. But that would be kind of where these numbers are combining to end up at below 4,000 per week at 750 a day. So again, there's not a whole lot of information on what's necessarily driving this. Obviously, the question is always, is this a demand related thing without a little bit more information? I think it's premature to say that. And like we've talked about before, Tesla could be focusing their efforts at Kigabirlin, at Kigatexas on making sure that costs are controlled well, especially during this period of time, where margins are a little bit compressed, which obviously suggests that Tesla's not quite as supply constrained as they've normally been. So during that period of time, it might make sense to taper back production a little bit and just make sure that you're laser focused on getting costs of production under control. Obviously, scale helps with that, but sort of a little bit of a chicken egg situation where you need to get those costs down first before you, you know, well, first or simultaneously to ramping up to them, you know, more significant scale. So again, not saying that's the reason it could just be Tesla deciding to taper back production for other reasons, for demand related reasons or whatever else, but without a little bit more information, kind of tough for us to gauge. But just keep that in mind as we head into, you know, about a little over a month from now into a Q3 delivery and production report.

好的，那么特斯拉的股票在整个交易日显然表现不错。我们的价格比特斯拉在盘前交易时开始时要低得多。其中一个原因是德国一家业内人士的报道称特斯拉已经减缓了位于基加工厂的生产速度。关于这一点有两种不同的观点。首先，在看到这份报道之前，我们知道特斯拉在Q2会议电话中提到本季度将进行升级，因此这份报道并未明确这是否是原因。所以对于这背后的原因可能还存在一些疑问。不过业内人士表示，他们发布了现场照片，显示特斯拉将7、8月份的每日目标降低到了870辆汽车。这些数据是根据照片得出的。然后他们表示，内部目标已经进一步调整为每日750辆汽车，这意味着每周不到4000辆。显然，如果每天750辆工作，每周工作7天，达到5000辆以上。如果每周只工作6天，将掉到4500辆。然而，如果只工作5天，每周不到4000辆，这与之前的报道（我认为是6月15日的）一致，报道称特斯拉在基加工厂减少了工作日。我没有太详细地关注这个问题。但这就是这些数字的来源，其产量低于每周4000辆，每日750辆。所以再次强调，我们对这是什么原因还没有太多信息。显然，问题一直是，这是否与需求有关，没有更多信息，我认为现在下结论还为时过早。就像我们之前讨论过的一样，特斯拉可能正在致力于确保基加工厂和德州工厂的成本控制得当，特别是在这个时期，利润率有点收缩，这显然表明特斯拉的供应限制没有以前那么严重。在这段时间里，减少生产可能是有道理的，专注于控制生产成本。显然，规模可以帮助实现这一点，但也存在一个先有鸡还是先有蛋的问题，你需要首先降低这些成本，然后再进行大规模的生产。所以我并不是说这就是原因，也可能是特斯拉决定为其他原因而减少了生产，例如因为需求或其他原因，但没有太多信息，我们很难评估。但在进入一个多月后的第三季度交付和生产报告之前，还是要记住这一点。

All right. Next, we've got an update on Texas. So this is something we've talked about a couple of times, but the Public Utilities Commission of Texas has announced that they have approved two virtual power plant projects Tesla is actually both of the approved projects for this sort of pilot program for virtual power plant programs connecting to Urquat, the grid in Texas.

好的，接下来我们将为大家更新一下德克萨斯州的情况。这是我们已经提到过几次的事情了，但是德克萨斯州的公用事业委员会宣布他们已经批准了两个虚拟电厂项目。事实上，特斯拉是这两个获批项目的申请者，这是一个针对虚拟电厂计划的试点项目，旨在将其连接到德克萨斯州的电网Urquat上。

So Drew Biglino commented on this. He 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 Urquat grid. Our collective work has allowed Tesla to build a decentralized energy ecosystem that seamlessly integrates storage solar energy for power walls onto the Urquat grid.

德鲁·比格利诺对此进行了评论。他表示，特斯拉虚拟电力厂第一阶段的今天的推出对于德州居民、德州配电公用事业公司以及乌尔齐特电网来说是一个里程碑。我们共同的努力让特斯拉得以构建一个分散式能源生态系统，将电池储能和太阳能无缝地整合到乌尔齐特电网中。

So like I said, we've talked about this before. We knew this was coming, but exciting to see it now approved again, very much a pilot program at this point in time. But hopefully something that goes well, tests well in Texas.

就像我之前说的，我们之前已经讨论过这个问题了。我们知道这一天会来临，但现在能看到它再次获得批准，真是令人兴奋。目前来说，它还只是一个试点项目，但希望这个项目在得克萨斯州能够进展顺利，测试成功。

Obviously, the grid there is in need of some help, some stability and programs like this can go a long way in providing that and also, you know, earn some, some money back for those that are participating in the program and potentially for Tesla as well. So great to see that.

显然，那里的电网需要一些帮助、一些稳定性，像这样的计划可以在很大程度上提供帮助，并且也可以为参与计划的人以及特斯拉赚取一些钱。很高兴看到这一点。

And then the last couple of things, green, the only on X has noticed that Tesla is sort of merging the FSD beta branch with the main software branch, which has, you know, over the course of time and at various points in time become disconnected with the software features in the main branch versus the FSD beta branch. So it looks like with 2023 dot 26 dot 10, Tesla is bringing these back in line, which means that FSD beta sort of early accessors would be able to have those newest software features like Spotify update, et cetera, some of the other ones that we have talked about. So exciting to see that. Hopefully that'll roll out broadly pretty soon.

然后最后几件事情，最引人注意的是，特斯拉似乎正在将完全自动驾驶（FSD）测试版与主要软件版本合并。随着时间的推移，这两者在软件特性上可能存在差异，特斯拉似乎在2023年26.10版本中将它们重新调整到一致，这意味着FSD测试版的早期使用者将能够享有最新的软件功能，例如Spotify更新等。看到这一点真令人兴奋，希望很快会在广泛范围内推出。

And then just quick SpaceX update. So SpaceX has been tweeting about the progress with, with Starship with super heavy booster kinds specifically, sorry for those noises. But Elon also quote, tweeting matter, quote, posting that and saying next Starship launch soon. So definitely someone to keep an eye on.

然后，就是有关SpaceX的最新消息。所以SpaceX一直在推文中谈论他们与Starship和超重型助推器等方面的进展，抱歉产生了一些噪音。但是埃隆也转发了这些消息，并且贴文中写道“下一次Starship发射即将进行”。所以绝对值得关注。

We talked previously about the sort of similar warnings that were given for August 31st. Obviously that would be sort of a best case scenario. So definitely expected after that, but exciting to see the progress for SpaceX for the second orbital test flight.

我们之前谈过类似的警告，那是针对8月31日的。显然，那是最理想的情况。所以可以肯定地说，在那之后会有所进展，但对于SpaceX的第二次轨道试飞来说，仍然让人兴奋。

All right. Exciting day, but that'll wrap it up for today. So as always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on X at Tesla podcast. And we'll see you tomorrow for the Thursday, August 24th episode of Tesla daily. Thank you.

好的。今天是令人兴奋的一天，但我们就结束到这里。一如既往地，谢谢你们的聆听。请确保你已经订阅并开启了通知。你也可以在X网站上找到我关于特斯拉播客。明天我们将在8月24日星期四为你带来特斯拉日报的下一集。谢谢。