Tesla Production Keeps Rolling? + Giga Mexico, Texas Updates

Hey everybody Rob Bauer here and today we are talking about an exciting production milestone for Tesla and some interesting implications out of that. We also have updates on Gigatexis, Gigamexico and a few other items as well including some interesting information on Elon's efforts in AI. Alright starting off with the stock Tesla today down 1 3.25% closing at $251.92. The NASDAQ down about 1.1% so not a bad performance from Tesla and a little bit of a recovery throughout the day today which was nice to see.

大家好，我是Rob Bauer，今天我们要谈论特斯拉实现的一个令人兴奋的生产里程碑，以及由此带来的一些有趣影响。此外，我们还有关于Gigatexis、Gigamexico和其他一些问题的更新，包括有关埃隆在人工智能方面的努力的一些有趣信息。好了，首先来说说特斯拉股票，今天下跌了1.3.25%，报收于251.92美元。纳斯达克下跌了约1.1%，所以特斯拉的表现还不错，并且在今天一天中有一些小幅度的反弹，这是很好的事情。

We are going to start off with an update from Tesla Asia on X. They posted today, almost said tweeted, they posted today at Gigafactory Shanghai. They have produced 1 million cars within 33 months and they just reached their second million milestone in 13 months. So just over 1 year to produce that second million after taking almost 3 years to produce the first million vehicles.

我们首先要向特斯拉亚洲关于X的最新消息开始报道。他们今天在上海超级工厂发布了消息。他们在33个月内生产了100万辆汽车，并在13个月内达到了第二个百万辆的里程碑。所以在生产第一百万辆车辆花了将近3年后，仅用了1年多的时间生产第二百万辆。

Whenever we get these production updates aside from it being very exciting for the company and a sign of the progress they have made especially how much quicker the progress is happening these days. It's always nice to take a look and see what other insights we can glean from these updates like we did the last time this happened which was back in August of 2022.

每当我们得到这些生产更新时，不仅对公司来说非常令人兴奋，也是他们取得进展的一个标志，特别是最近进展的速度有多快。从这些更新中，我们总是很愿意拿出时间来看看我们能从中获得什么其他见解，就像我们上次遇到这种情况时一样，那是在2022年8月份。

So as we can see from Elon's post here that was when Tesla crossed this millionth car out of Gigashang high. So again just over 1 year from that date to produce this second million. So what's interesting here is if we look back at Tesla's production with us now knowing that they've hit 2 million vehicles today, presumably September 6th in China. That tweet was about, that post was about 12 hours ago. Because they've now hit that we can go back and do some math on production numbers that we know from the CPCA reports back through the beginning of Tesla's started production at Gigashang high and kind of figure out what production through August in the first week of September may have looked like based on those numbers.

正如我们从埃隆在这里的帖子中可以看到的那样，特斯拉在吉加厂高端生产的第一百万辆车刚刚问世。所以，从那个日期起到现在，仅过了一年时间，他们就生产出了第二百万辆车。有趣的是，如果我们回顾特斯拉的生产情况，现在我们知道他们今天在中国达到了200万辆车。那条推文是大约12小时前发布的。因为他们现在已经达到了这一里程碑，我们可以回顾一下我们所知道的从特斯拉在吉加厂高端开始生产以来的CPA报告中的生产数据，并根据这些数字大致估计8月和9月初的生产数量是多少。

So we already talked about the really good wholesale sales figure that we saw for August. We could be looking actually at a really good production number which could be surprising given that we expect some production downtime right now for the changeover for Project Highlands. So looking at those numbers, Tesla through the end of July based on the CPCA numbers to the best of my knowledge. I would love if people can double check on this, there's always a possibility that I could have made an error. But through the end of July 2023 based on these numbers that I've got, Tesla had produced 1,910,279 vehicles again through the end of July.

所以我们已经谈论过八月份的批发销售数据非常不错。实际上，我们可能会看到一个很好的生产数字，这可能会令人惊讶，因为我们预计目前会有一些生产停机时间，用于“高地计划”的更换。所以看看这些数字，根据我了解到的CPCA数据，截至七月底，特斯拉已经生产了1,910,279辆车辆。当然如果有人能再次核实一下，那就太好了，我也有可能出错。

So that means in the 37 remaining days from August, the beginning of August to September 6th, you got 37 days there that would mean that Tesla produced just about 89,700 vehicles during those 37 days. So that is actually a much higher number than I would have probably guessed given what we know about Project Highland and Tesla's announcement of that vehicle. You would assume that there's production downtime taking a significant chunk of production away from Model 3. Of course we still expect the Model Y to be operating but you can see the last couple of months, those have only come in at 80,000. So for us to be at about 90,000 for a month and a week suggest that they're really, you know, if these numbers are correct, really hasn't been such a significant impact to production at least as of yet, which again I find pretty interesting.

这意味着从8月初到9月6日的37天里，特斯拉生产了大约89,700辆汽车。这个数字比我之前的估计要高得多，尤其考虑到“高地计划”和特斯拉对该计划的宣布。你可能会认为生产线停机会显著影响Model 3的产量。当然，我们仍然期待Model Y的投产，但在过去几个月里，它们的产量仅为80,000辆。因此，如果这些数字正确的话，我们目前至少尚未看到生产受到如此重大影响，这一点我觉得非常有趣。

So if we look at July, 80,345 vehicles produced, that would be an average of I think it was like 25 or 20, 24 to 2600 today. I'd have to do the math again. I've got the extrapolation here. If we use that same production rate that July came in at and you look at the 37 days from August 1st week of September, that would suggest that Tesla's production over that period at that same rate would have been 95,900 vehicles. So about 6,000 vehicles more than what Tesla ended up producing.

所以，如果我们看一下7月份，生产了80,345辆车，那相当于平均每天生产了大约25到20辆，具体数字是24到2600辆吧，我得再算一下。我这里有个推算结果。如果我们使用7月份的生产速度，并将其应用于8月1日到9月第一周的37天，那就意味着特斯拉在那段时间内以同样的速度生产了95,900辆车。所以实际上比特斯拉最终生产的车辆多了约6,000辆。

But although it's a little bit more, again, you would expect a much more significant drop in production for, you know, complete retooling potentially of the Model 3 production line. You'd expect, you know, something like 25,000, maybe even 30,000 vehicles to sort of be quote unquote missing from that production number based on the rate of the Model 3. So for us to only have like 6,000 missing from the extrapolated rate from July. That would suggest that there's probably been at least a significant chunk of production happening in August on the Model 3.

但尽管多一点，你仍然会期望在特斯拉Model 3生产线彻底改造的情况下，产量会出现更显著的下降。根据Model 3的产量速度，你可能会希望有约25,000甚至30,000辆车从生产量中"消失"。因此，从七月的数据推断，我们只有大约6,000辆车未能产出。这意味着八月可能至少有相当大数量的Model 3车型产出。

So we're going to get the August numbers in a few days and that would then give us another point to extrapolate from to kind of tell us what the first week of production here in September has been specifically. But so far, based on these numbers, it looks like production in August has been, you know, pretty strong and maybe in that 75,000-ish range, perhaps even a little bit higher depending on how this kind of falls between August and September.

所以，我们几天后将获得八月份的数据，这将给我们另一个数据点，用来推测九月初的生产情况。但目前根据这些数据来看，八月份的生产情况似乎相当强劲，可能在大约75,000左右，甚至可能更高，具体取决于八月和九月之间的日期分布情况。

So you know, we always love doing the math on these. Hopefully that kind of makes sense. But I was a little bit surprised to see that. I'm almost even a little bit skeptical that the numbers are correct. So again, we'd love some double checking on it. But if that's the case, we could be in for at least a surprise at a giga Shanghai for production for this quarter. And obviously, that just means more vehicles for Tesla to sell supporting numbers like we saw here for August for wholesale sales, which again, probably a little bit higher than what people would have expected.

所以你知道，我们总是喜欢进行这种数学计算。希望这样能有点道理。但是我有点惊讶地看到这个结果。我甚至有点怀疑数字的准确性。所以，我们希望能再次对其进行核实。但如果情况确实如此，对于上海超级工厂这个季度的生产，我们可能会有一些惊喜。显然，这意味着特斯拉将有更多车辆可供销售，以支持像我们在这里在八月份批发销售数据中看到的那样的数字，这可能稍微高于人们的预期。

So I'm pretty excited to see that. And hopefully means we're, you know, seeing at least a little bit less or minimal impact, at least in Shanghai. I'm sure there will be more once they, you know, try to convert over Fremont, however, that happens. But at least in Shanghai, potentially not as significant of an impact as what one might think initially. So we'll see where things go from this.

我对此非常兴奋。希望这意味着我们在上海至少会看到一点点减少或最小化的影响。我相信，一旦他们在弗里蒙特试图进行转换，可能会有更多的影响。但至少在上海，初步来看可能不会有那么大的影响。所以我们将见证事态的发展。

We've gotten a rumor from Tesla Shanghai on X saying that starting from September 11th, the daily production capacity of the new Model 3 has reached 1200 units. That basically be back to where it was before, even potentially a little bit higher. So I am skeptical of this at this point in time. You know, obviously this could be working days, could be six days a week. We don't know how that would translate to calendar days units per calendar day. So you got to keep those things in mind. You got to continue. You got to keep in mind that this could be the production capacity, not necessarily the production rate. Obviously things can vary in translation.

我们从特斯拉上海处听到了一个关于X的谣言，自9月11日起，新的Model 3每日产能已达到1200台。这基本上回到了之前的水平，甚至可能还略高一些。所以此时我对此持怀疑态度。你知道，显然这可能是工作日，可能是一周六天。我们不知道这将如何转化为日历天的单位。所以你必须牢记这些事情。你必须继续思考，并且要记住这可能是产能而不一定是生产速度。显然，翻译过程中可能会有变化。

So if they're at this level, obviously that would be extremely exciting, but definitely not counting on that, my guess is that more of this is more of just a target of where they're going to build to from this September 11th date. Still we'll keep an eye on that. And you know, when we do get that September number eventually for production, which won't happen till early October, it'll be interesting to see how that comes in. But exciting for this update. And you know, it seems like Tesla's production is actually tracking still quite strong. At Shanghai.

所以，如果他们达到了这个水平，显然会非常令人兴奋，但肯定不会指望那样。我猜更多的是他们从9月11日这个日期开始发展的目标。不过我们会关注这一点。而且你知道，当我们最终获得那个生产的9月数字时（要等到10月初才能知道），看看它是如何呈现出来的，这将是有趣的。不过这个更新值得兴奋。而且你知道，在上海，特斯拉的生产似乎还是相当强劲的。

All right, moving on to Gigataxis. We've got a couple updates from the drone flyover crews. So this from Joe Tagmire. He's noticed that the outbound logistics lot at Gigataxis has seen a lot less activity for the last day or two fewer cyber trucks, but more probably at least importantly in terms of volume certainly fewer model wise appearing in the outbound logistics lot. So it seems like there might be some sort of a production halt or stoppage going on.

好的，接下来我们来谈谈Gigataxis。我们从无人机航行组得到了一些更新。来自Joe Tagmire的消息是，Gigataxis的出站物流场地在过去一两天里的活动明显减少了，出现的Cybertruck少了很多，而以数量来看，显然Model Wise的出现也少了很多。所以看起来可能存在某种生产暂停或停工的情况。

And the speculation is that that could be due to some production upgrades. Joe spotted a number of different crates being shipped into Gigataxis that were stamped on the side with Tesla automation. So that would be potentially from Gromen engineering, which Tesla acquired became Tesla like, you know, Tesla automation could be more manufacturing equipment being imported. And then being installed at Gigataxis, which could be relating to the fewer vehicles that we're seeing in the outbound logistics lot. So somebody to keep an eye on.

有人猜测这可能是因为进行了一些生产升级。乔发现有许多不同的货箱被运到了Gigataxis，并且在侧面都印有特斯拉自动化标志。所以这很可能是来自Gromen工程的，特斯拉曾经收购了他们，像特斯拉自动化这样，可能是更多的制造设备被进口并安装在Gigataxis，这可能与我们在出厂物流区见到的车辆较少有关。所以这是一个值得关注的地方。

I think Gigabra Lin and Gigataxis while Gigashang High may be a little bit above expectations from what we can tell so far, those production rates like we talked about with Berlin previously, but maybe at Texas as well, probably a little bit lower than what we might have hoped for based on continued production rate increases. So both those worth keeping an eye on as we get those production numbers at the end of the quarter.

我认为目前来看，Gigabra Lin和Gigataxis可能会比我们预期稍微好一些，而Gigashang High可能稍微超出我们的期望，就像我们之前与柏林谈到的那样，但德克萨斯的生产率也可能比我们基于持续生产率增长所希望的要低一些。因此，在本季度末我们会密切关注这两个方面的产量数据。

All right, we do also have a report on Gigamexico. I call this Gigataxis when I'm doing reports, but Gigamexico here, we're talking about a report from reforma covered by Reuters and the reforma article is paywalled. So we'll look at the Reuters report here, but they say that this reforma report is saying that according to some Tesla suppliers, they're looking actually at 2026 or 2027 to potentially begin production at Gigamexico. And again, like we just talked about with this other post talking about Shanghai production rates, it's always worth considering what the true beginning of production means.

好的，我们也有关于Gigamexico的报告。当我在做报告时，我将其称为Gigataxis，但在这里我们是指路透社报道的《reforma》文章。但该文章需要付费，所以我们将在这里看看路透社的报道。他们说，《reforma》的报告称，根据一些特斯拉供应商的说法，他们实际上正在考虑在2026年或2027年开始在Gigamexico进行生产。并且，就像我们刚刚讨论的关于上海生产速率的另一篇文章所说，始终值得考虑生产的真正开始意味着什么。

Sometimes Tesla were to volume production, which I think no one would be too surprised by the dates in that case. So it's worth keeping that in mind. But the other part of this report is that the suppliers apparently said that there may be a delay and that two or three months ago, there was a lot of rush. We talked about reports of that where they, you know, these Chinese suppliers were told to basically build or run the risk of being cut out. So a lot of rush, lots of pressure to look for a location, but one month later, they told us to wait as the end of the quote. So a little bit perplexing.

有时，特斯拉会进入规模生产阶段，我认为在这种情况下，没有人会对日期感到太惊讶。所以这一点值得记住。但这份报告的另一部分是供应商们显然表示可能会有延迟，两三个月前他们非常匆忙。我们曾经谈到过关于这方面的报道，当时中国供应商被告知要么建设，要么面临被削减的风险。所以有很多迅速行动，很大的压力找地点，但一个月后，他们又告诉我们要等待，结束引述。所以有点让人困惑。

Hopefully we get an official update from Tesla on Gigamexico. I think this would be a great question for the Q3 call when we do get there in about six weeks from now, if we don't know anything more at that point, but it could be, you know, potentially a little bit later. There's also a possibility that these suppliers are, you know, maybe Tesla's looking at cutting them out if they didn't move quickly enough. That could be a reason that then Tesla says, all right, well, you know, hold off for now. So I don't want to, you know, overemphasize that too much, but definitely worth keeping an eye on since we, you know, Gigamexico at this point, at least, is a little bit of a black box.

希望我们能从特斯拉那里得到关于Gigamexico的官方更新。如果在大约六周后的Q3电话会议上我们还不知道更多信息的话，我认为这会是一个很好的问题。不过也有可能是供应商没有快速行动，特斯拉正在考虑削减他们。这可能是特斯拉暂时推迟的原因。所以我不想过分强调这一点，但肯定值得关注，因为目前至少来说，Gigamexico还是个谜。

All right. Next, we've got an interesting update here. The Detroit Auto Show has announced that Tesla is actually going to be participating this year. So this will begin a week from today, run through September 24th in Detroit. So kind of interesting. We generally don't see Tesla participate, at least in North America in automotive shows. It's pretty rare occurrence. This could indicate that Tesla is doing a little bit more, you know, promotional activity than they've done previously, which I think would make sense. The other interesting thing is they are going to be offering street course rides and drives. So rather than just, you know, having their vehicles there on display, they're going to be doing a little bit more of an interactive experience at the Auto Show. And it's also interesting, given that we are coming up now on Cybertruck, we don't know when those dates are going to be. But this is in Detroit, kind of right in the heart of truck country and of course of the big three automakers and also interesting that it is perhaps coincidentally around the time of the UAW contract ending. So there's going to be a lot going on. And again, the timing is pretty interesting with the potential for Tesla to at least bring the Cybertruck to that event, even if we don't necessarily have a delivery date or an event like that quite yet. So we'll see what Tesla is playing there, but I wouldn't be shocked if the Cybertruck kind of shows up at the Auto Show.

好的，接下来我们有一个有趣的更新。底特律汽车展宣布特斯拉今年将参展。这将于今天一周后开始，在底特律持续到9月24日。非常有趣。我们一般不会看到特斯拉参加汽车展，至少在北美是非常罕见的。这可能表明特斯拉正在比以前做更多的推广活动，我觉得这是有道理的。另一个有趣的事情是他们将提供街道赛道骑行和驾驶体验。所以不仅仅是展示他们的车辆，他们会在汽车展上提供更互动的体验。而且有趣的是，我们即将迎来Cybertruck，虽然我们还不知道具体日期。但这是在底特律，位于卡车之乡和三大汽车制造商的中心，而且可能巧合的是正好在美国汽车工人联合会合约结束之际。所以会有很多事情发生。再次强调，之前提到的时间点是相当有趣的，因为特斯拉有可能至少在那个活动上展示Cybertruck，即使我们还没有确切的交付日期或类似的活动。所以我们会看到特斯拉在那里做什么，但如果Cybertruck在汽车展上亮相，我也不会感到意外。

All right. Next, we've got a report from a time, I guess an article here written by Walter Isaacson. Of course, the Musk biography is going to be coming out a little less than a week from today, September 12th. So definitely keep an eye out for that. But in the meantime, we've gotten a couple of articles that have posted excerpts, I believe, of that book. This one is posted in time talking a little bit about OpenAI and Musk's thoughts on AI as it's developed over the years and where things currently sit. We won't go through the whole article, just go to time.com, you can read there. But a couple of highlights that tie into Tesla, Musk actually talked when splitting up with OpenAI in 2018 about that being folded into Tesla, interestingly. You may remember when Musk officially left OpenAI back then that one of the reasons that was given at the time was because Tesla was getting more heavily involved in AI. So not necessarily super surprising, but I think interesting that it was even considered that maybe OpenAI could be folded into Tesla. So I think that's pretty interesting and kind of makes you think how different things would be if that had actually happened at this point in so many different regards.

好的。接下来，我们有一份来自时间杂志上沃尔特·艾萨克森（Walter Isaacson）写的一篇文章的报告。当然，马斯克的传记将会在不到一个星期后的9月12日出版。所以务必留意一下。但与此同时，我们已经得到了一些摘录的文章，我相信是那本书的一部分。这篇文章发表在时代杂志上，谈到了OpenAI和马斯克对人工智能的看法以及目前的发展情况。我们不会详细介绍整篇文章，你可以去time.com上阅读。但有几个亮点与特斯拉有关，马斯克在2018年离开OpenAI时，实际上谈到了将其合并到特斯拉内部这一有趣的想法。你可能记得在那个时候，马斯克正式离开OpenAI的原因之一就是因为特斯拉更深入地涉足了人工智能。所以这并不是特别令人惊讶，但我认为有趣的是，甚至考虑过将OpenAI合并到特斯拉内部。所以我认为这非常有趣，也让你思考如果这真的发生了，现在很多方面将会有多么不同。

So interesting to see that. And then just a couple other points here, particularly to Tesla and their AI endeavors, a little bit of a data point here. Tesla, apparently according to Isaacson is collecting 160 billion frames of video per day from the cameras on its cars. So we know it's a lot, but that kind of puts it into context. Elon did comment on this on X saying that managing the data is extremely difficult. We ignore and don't store all or delete almost all of it. The training videos that matter are rare ones like weird or busy intersections. So less than 1% of these videos is what Tesla actually ends up storing and training on. And then he reiterated that Tesla is limited again by AI training and compute, but NVIDIA and Dojo should fix that hopefully pretty soon. As Musk had previously mentioned. Nevertheless, interesting to get that data point.

看到这个真是太有趣了。再说几点，尤其是有关特斯拉和他们在人工智能方面的努力上，这是一个小的数据点。根据艾萨克森的说法，特斯拉每天从车上的摄像头收集到1600亿帧的视频。所以我们知道这很多，但这样可以有所了解。埃隆在X上评论了这一点，说数据管理非常困难。我们忽略并不存储或几乎删除了几乎所有的数据。重要的培训视频如奇怪或繁忙的交叉口是很少见的。所以特斯拉实际上只存储和进行训练的视频不到1%。然后他重申特斯拉再次受限于人工智能训练和计算，但NVIDIA和Dojo应该很快解决这个问题，正如马斯克之前提到的。不过，获得这样的数据点真是有意思。

And then this isn't super Tesla specific, but just kind of one other interesting point in here on XAI. That's about sort of the product roadmap to an extent. And you know, Elon has said that they're trying to ship a product very quickly. Apparently the team has three major goals. The first to make an AI bot that could write computer code, basically extrapolate from any code that a programmer gives it, and then kind of continue it out to complete the code is sort of what they're thinking there. The second product, competitor to shadgpt. And then the third product, which is really more of just the overarching goal, I think of XAI as they've communicated it, would be to create a form of general intelligence, artificial general intelligence that could reason, think and pursue truth as it's guiding principle. So that was more specifically talked about Musk previously, but interesting to see sort of the first two goals on here.

然后这并不是特别特斯拉(Tesla)特定的，而只是关于XAI的另一个有趣的观点。这在一定程度上涉及到产品路线图的问题。埃隆表示他们正试图迅速推出一个产品。显然，团队有三个主要目标。第一个目标是制造一个能够编写计算机代码的人工智能机器人，基本上是从程序员给出的任何代码中推断并继续完善代码。第二个产品是shadgpt的竞争对手。第三个产品是更具总体性的目标，我认为在XAI所传达的意义上，它是创造一种能够推理、思考和追求真理的人工通用智能。所以这更具体地是之前马斯克(Musk)谈到的，但看到这里的前两个目标令人感兴趣。

All right, a couple other Tesla things. Tesla has increased the price of the yoke steering on the Model S and Model X. This was obviously initially included standard as the only option, then it was included optionally as the steering wheel. You could pick either. I think they were the same price. Then the yoke moved up to $250 and now the yoke is up to $1,000. So kind of interesting to see the evolution of that over time. I actually still think I prefer the yoke, but that would be, you know, tough to justify, especially when it, you know, was previously free. But I'm glad to see that it is still being offered as an option.

好的，还有一些特斯拉的事情。特斯拉已经提高了Model S和Model X上方向盘的价格。刚开始，这显然是标配，后来变成了一个可选项，你可以选择方向盘或者方向盘球。我记得它们的价格应该是一样的。然后方向盘球的价格涨到了250美元，现在已经涨到了1000美元了。所以看到这个选项的演变过程还是挺有意思的。我其实还是更喜欢方向盘球，但是很难为它辩护，尤其是之前它是免费的。但我很高兴看到它仍然作为一个可选项提供。

And kind of an interesting one here. Maybe the pinnacle of Sawyer Merritt's career here, he's broke some news to Elon actually. So the news was of a Tesla joint partnership, I guess, promotional activity with McDonald's to offer a cyber spoon with a McFlurry. So it's kind of interesting, you know, cyber aesthetics got the dome panic text imprinted on there. So Sawyer posted about this, Elon replied saying it's fake news as far as he knows. But McDonald's also posted about it. So this was on Tesla, Tesla China's Waybo account first. McDonald's also posted about it as well. So you know, pretty clearly looks legitimate. Then Elon replied to that also saying in that case, I will definitely have some. So kind of fun to see that story play out. Obviously nothing too major here, but interesting again to see Tesla doing, you know, some more of that promotional type of stuff though. Tesla China has always, you know, operated a little bit more on its own in that regard. And obviously in this case, very much during that without Elon's even knowledge of the partnership there. So interesting to see that.

这是一个挺有趣的故事。或许这是索耶·梅里特职业生涯的巅峰，他给埃隆带来了一些新闻。这个消息是关于特斯拉与麦当劳共同合作的一项促销活动，他们将推出一把带有McFlurry的“网络勺子”。你知道，这个网络勺子上印有巨蟹座的字样，看起来很有意思。索耶发布了这个消息，埃隆回复说据他所知这是假新闻。但麦当劳也发布了相关消息。首先是特斯拉中国的Waybo帐号发布了这个消息，麦当劳也发了一条类似的消息。所以你知道，看起来非常真实。然后埃隆也回复说，那好吧，我一定会尝试的。看到这个故事的发展挺有趣的。显然这没什么大不了的，但看到特斯拉做一些促销活动还是挺有趣的。特斯拉中国一直在这方面运作得比较独立。显然在这种情况下，甚至连埃隆自己都不知道这个合作伙伴关系。很有意思能看到这样的情况。

And then a couple of other things, drive Tesla candidate today posting about the economic minister of innovation and energy. I think specifically in Quebec, but maybe off Canada, not sure on that one, had an announcement that there's going to be an announcement of the largest investor ever in Quebec, the largest investment ever in Quebec in the next three to four weeks, which could mean it's larger than the $1.2 billion investment from Ford. Sounds like it's going to be involving a sellmaking plant amongst other things and then they'll talk about it when it comes. So whether or not that's Tesla, obviously that would be very much in Tesla's wheelhouse if it were to be, could be many other companies as well. So we'll just kind of have to keep an eye on it. Whether it's Tesla or another company definitely will be interesting to see what that announcement is in the next few weeks.

然后还有几件其他的事情，今天有人提到了特斯拉的候选人，他在谈论魁北克的经济、创新和能源部长。我想特别是在魁北克，但也许是加拿大其他地方，对此我不太确定，那个人提到将会有魁北克有史以来最大的一笔投资，在接下来的三到四周内会有一个公告，这可能意味着它将比福特公司的12亿美元投资规模还要大。听起来可能涉及到建立一个制造工厂等内容，等真的公布时他们会详细说明。所以无论是不是特斯拉，显然如果是的话，这对特斯拉来说非常合适，也可能还有其他许多公司。所以我们只能继续关注了。无论是特斯拉还是其他公司，这个公告在未来几周内的内容肯定会很有趣。

And then just a couple quick things on SpaceX. So SpaceX, a article from the Wall Street Journal today talking about how SpaceX had loaned Musk a billion dollars around the time of the Twitter acquisition. Personally, I think it's not really a story at all, but obviously I always get some attention. So the loan was approved back by SpaceX stock, which I think most people will probably leave out when they talk about the story, was asset backed by his SpaceX stock and also paid back with interest in about a month. So to me, again, not really a story, borrowed some money, paid it back with interest. It was asset backed by the stock, kind of just cutting out the middleman of the banks, which obviously no one would even bat an eye at. So I fall into that category for this story for sure. So we'll move on from that.

然后关于SpaceX，今天《华尔街日报》刊登了一篇文章，说SpaceX在Twitter收购时向马斯克借了10亿美元。个人认为这并不是一个真正的新闻，但显然会引起一些关注。这笔贷款是以他的SpaceX股票作为担保批准的，我认为大多数人在谈论这个故事时可能会省略这一点。这笔贷款在大约一个月内连同利息偿还了。对我来说，这并不是一个值得报道的故事，只是借了一些钱，并带着利息还了。它是以股票作为担保，省去了银行作为中间人，对此事无人会感到意外。所以我对这个故事不感兴趣。我们将从这个话题转过去。

And then the more exciting SpaceX story is that Starship is now ready to launch. It's been stacked, I think SN25 on SN9 booster. I've got those numbers right, but Starship, ready to go awaiting FAA license approval. So it could be a couple of weeks, I think, around the first orbital test flight. It was about two weeks from the actual launch attempts that this ended up, Elon posted something similar. So that could be roughly the timing that we see this time, obviously that can vary on a lot of things, but very exciting that we are now getting close to this four or five months after that first test. So lots look forward to there, but that'll wrap it up for today.

然后更令人兴奋的是，SpaceX公司的Starship现已准备好进行发射。我想SN25已经堆叠在SN9助推器上。我记住这些编号是正确的，但需要等待FAA许可证批准才能发射。所以可能还需要几周，大约在首次轨道测试飞行前。大约在实际发射尝试的两周前，埃隆发布了类似的消息。这一次大致可能是相同的时间，当然具体情况会有所不同，但非常令人兴奋的是，在第一次测试后的四五个月内，我们现在离这个目标越来越近了。所以我们有很多期待，但今天就到这里。

So as always, thank you for listening. Make sure you subscribe to and sign up for notifications. You can also find me on X at Tesla podcast and we'll see you tomorrow for the Thursday, September 7th episode of Tesla Daily. Thank you.

感谢一如既往地聆听。请确保订阅并设置通知提醒。你也可以在特斯拉播客X上找到我。我们下期节目将于明天九月七日星期四播出，敬请关注。谢谢！