Details on Tesla’s Next-Gen Plans, New Powerwall, Highland Fleet Spotted

Hey everybody Rob Bauer here, happy Friday. We've actually got quite a bit of news today. We've got updates on the next generation vehicle plans on XR from the upcoming biography that gives us some details on that. We've also got an interesting shot of a lot of Project Highland Model 3s and updated Powerwall. So quite a bit to go through today. Start off with the stock Tesla down 1.2% today while the NASDAQ was up a tenth per percent. So not the best performance falling off a little bit in the afternoon or late morning today to end the week. So we'll jump right into the next generation vehicle updates here.

大家好，我是Rob Bauer，祝大家周五愉快。今天我们实际上有相当多的新闻要分享。我们有有关下一代XR车辆计划的更新，来自即将发布的传记书籍，给我们提供了一些详细信息。我们还有一张有趣的照片，展示了许多Project Highland Model 3和更新后的Powerwall。所以今天要讨论的内容还挺多的。首先来说说特斯拉股票，今天下跌了1.2%，而纳斯达克指数上涨了1%。所以今天下午或者中午稍晚的时候表现并不是最好的，这是为了结束这个星期。那么我们就开始谈谈下一代车辆的更新吧。

So this is from an Axios article which again is based off of excerpts from the Elon Musk biography that's upcoming from Walter Isaacson. So I have pasted a link to this in the description today. I would recommend everyone just goes through and reads this article because I think they've kind of just reformatted basically an excerpt from the book. So this should be straight from the biography for the most part. And it details kind of the evolution of the planning thought process behind Tesla's next generation vehicles. And I say vehicles remember at Investor Day, Tesla had said that they're working on two next generation vehicles simultaneously. So this gives us finally a little bit more insight into what those plans are.

这段话摘自Axios的一篇文章，该文章基于即将出版的Walter Isaacson的埃隆·马斯克传记的节选。我今天在描述中附上了链接。我建议大家都去阅读一下这篇文章，因为我认为它们基本上只是对书中的摘录进行了重新格式化。因此，这应该在很大程度上是直接引用自传记。它详细描述了特斯拉下一代车辆规划思维过程的演变。我要强调的是，投资者日时，特斯拉曾表示他们正在同时努力开发两款下一代车辆。因此，这最终给我们提供了更多关于这些计划的见解。

So it kind of starts off walking through how Tesla was debating internally whether they would be doing a $25,000 car. It sounded like Elon had kind of put those plans on the back burner in favor of just developing a full Robotaxi rather than focusing on a lower price car that could be sold to customers. So it was kind of a debate, do we go that $25,000 car route? Do we go straight Robotaxi? Which obviously I think we can guess what camp Elon fell into. But that debate was going on internally for a long time.

这段话描述了特斯拉在内部对于是否要生产一辆售价为2.5万美元的车进行了辩论。据说埃隆把这个计划暂时搁置了，转而专注于开发一种完全自主驾驶的出租车解决方案，而不是将重心放在价格较低的面向消费者的汽车上。所以内部存在一场争议，是选择制造这种2.5万美元的汽车还是开发完全自主驾驶的出租车？大家可以猜测埃隆是站在哪一方的。然而这场辩论却进行了很长时间。

It sounds like in the summer of 2022, it kind of came to a head they had to make a decision. And when they were discussing it, Elon finally just said no, we're not doing steering wheel, no pedals, no mirrors. This is me taking responsibility for this decision. So kind of putting it, you know, putting his foot down on the discussion, making the decision to only move forward with development and design of a fully autonomous vehicle again with none of those features. It says must got into one of his very cold foods and said, let me be clear, this vehicle must be designed as a clean Robotaxi, we're going to take that risk. It's my fault if it screws up, but we are not going to design some sort of amphibian frog that's a halfway car, we are all in on autonomy.

听起来在2022年夏天，他们必须做出一个决定。当他们讨论时，埃隆最终说不，我们不要方向盘，不要踏板，也不要镜子。这是我对这个决定负责。所以他在讨论中下了决心，决定只推进全自动汽车的开发和设计，不使用这些功能。据说，埃隆可能在冷静下来之后说，让我明确，这辆车必须设计成干净的自动出租车，我们要承担这个风险。如果出了问题，那是我的错，但我们不会设计一种半路车的两栖青蛙，我们全力支持自动驾驶技术。

So that's where things stood. I think this was around August of last year. And then things, you know, developed, we'll skip over a bit of the story here, but things develop the design team and other members of the Tesla team, executive team weren't necessarily convinced of this path yet. So they decided to continue kind of working on this. They were able to discuss this further with Elon. And at some point, sort of won him over. So the quote from the excerpt says that Franz said that we convinced him that if we build these factories and we have this platform, we could turn out both Robotaxis and a $25,000 car all on the same architecture. So eventually that won him over, it sounds like the reasoning for getting Elon on board with that plan was that even if they did develop this Robotaxi, they wouldn't necessarily have a guarantee that autonomy would be allowed in enough jurisdictions or there would be enough jurisdictions rather that didn't allow autonomy initially that the $25,000 car would still make sense. And there would still be a massive market for it justifying pursuing both, both paths.

这就是事情的现状了。我觉得大约是去年八月的时候。然后事情发展了，你知道的，我们跳过故事的一部分，但设计团队和特斯拉团队的其他成员并不一定认同这条道路。所以他们决定继续在这方面努力。他们能够进一步与埃隆讨论这个问题。在某个时候，他们说服了他。所以根据摘录中的引用，弗朗茨说我们说服他，如果我们建造这些工厂并拥有这个平台，我们可以在相同的架构上同时生产Robotaxis和一辆价值25000美元的汽车。最终他被说服了，听起来他被说服的理由是，即使他们开发了这种Robotaxi，他们并不一定能够保证自动驾驶在足够的司法管辖区内被允许，或者最初并不允许自动驾驶的司法管辖区足够多，这辆价值25000美元的汽车仍然是有意义的。仍然会有一个巨大的市场来证明追求这两个方向的合理性。

So that's kind of what the logic was presented as and it sounds like that eventually won Elon over, even though initially he wasn't super excited about that $25,000 car.

所以这就是逻辑的表现方式，听起来最终赢得了埃隆的认可，尽管一开始他对这款2.5万美元的汽车并不是非常兴奋。

However, at a design review in February of this year, Franz presented models of the Robotaxi, the $25,000 car next to each other. Walter here says that both had a cyber truck futuristic feel and Elon loved those designs saying that when one of those comes around the corner, people will think that they are seeing something from the future.

然而，在今年2月的一次设计评审中，弗兰茨展示了两种模型，分别是价格为25000美元的Robotaxi汽车。沃尔特称两种模型都有类似于赛博卡车的未来感，而埃隆则对这些设计非常喜欢，他表示当这样一辆车从拐角处驶来时，人们会认为他们看到的是未来的东西。

So this is getting a lot of attention today. This cyber truck futuristic feel people are, I think making the assumption that this means that this is like a smaller cyber truck or something like that design with similar aesthetics. It's obviously possible that definitely could be the case, but that's not exactly what this says. This says that it has a futuristic feel that is similar to a cyber truck. It doesn't necessarily mean that it shares the same design aesthetic aside from looking futuristic.

今天这个引起了很多关注。人们对这款电动卡车的未来感觉产生了一些猜测，我认为他们可能认为这是一款较小的类似设计风格的电动卡车。显然，这种可能性确实存在，但这并不完全准确。这只是表示它有一种类似于电动卡车的未来感觉，除了看起来 futurist 之外，并不一定意味着它与电动卡车有相同的设计美学。

So people have come to that conclusion. I'm just saying that it's a little bit too early based on the words that we've been presented with to completely conclude that again, that could be possible, but it's also possible that it's just futuristic in other ways, but still reminiscent of the cyber truck, which obviously looks futuristic in and of itself.

所以人们已经得出了这个结论。我只是在说，根据我们听到的那些话，现在已经下结论还为时过早，这种情况也是有可能的，但另一种可能性是它只是在其他方面具有未来感，但仍然让人想起了赛博卡车，而赛博卡车本身显然是具有未来感的。

So as a reminder on that point, this is what Tesla showed us at investor day. That's the teaser for their next generation vehicle. So obviously here we've learned that there's a Robotaxi there's a $25,000 car. This could be either they don't necessarily have to look similarly to each other, although I think it's more likely than not. But obviously this would not have the sort of cyber stainless steel aesthetics with the curved panels that we're seeing here in this sort of teaser image.

提醒一下，在投资者大会上，特斯拉展示了这个。这是他们下一代车辆的预告片。显然，我们从中得知了有一个机器出租车和一辆价值25000美元的车。它们不一定长得很相似，但我认为很可能会相似。但显然，它们不会有像在这个预告图中看到的带有曲面面板的高科技不锈钢外观。

Now Tesla could do this and then go a different route doesn't necessarily mean the vehicle would even end up looking like this. But again, just a reminder that we don't necessarily know for sure how things are going to look quite yet.

现在特斯拉可能会这样做，然后走另一条路，并不一定意味着车辆最终会看起来像这样。但再次提醒大家，我们并不确定事情最终会如何变化。

So anyway, going forward with this, it says, you know, we talked about Tesla's production plans for this being in in Gigamexico. I don't know if they ever actually said that that would be the first place that it would be built. I'm kind of recalling that they may have said that that would actually kind of start elsewhere.

所以总之，继续进行下去，它说，你知道，我们谈论了特斯拉在Gigamexico的生产计划。我不确定他们是否曾经真正表示过这将是第一个建造的地方。我有点记得他们可能曾经说过，实际上会从其他地方开始。

But obviously Gigamexico kind of in the plans for the next generation vehicles or significantly in the plans for the next generation vehicles. We talked yesterday about how there may be some delays going on with Gigamexico from reports from Reuters from Chinese suppliers. This may give us a little bit more context on that.

很明显，Gigamexico在下一代车辆的计划中或者说在下一代车辆的计划中占有重要地位。我们昨天讨论过来自路透社的报告称Gigamexico可能会因中国供应商的延迟而出现问题。这可能会为我们提供更多的背景信息。

So this says in May of this year, so just a few months ago, Elon decided to change the initial build location for the next generation vehicles to Austin. This is to have Tesla's engineering talent there on site, which is something that Elon talked a lot about when Gigamexico was being built initially.

这段话的意思是，今年五月份，也就是几个月前，埃隆决定将下一代车辆的初期建设位置改为奥斯汀。他希望特斯拉的工程人才能够直接在现场进行工作，这也是埃隆在最初建立吉加墨西哥工厂时经常谈到的一点。

You know, they said where would people want to be if not in California, Austin was kind of the, you know, the primary response. So they decided to build it there and be able to attract talent very easily, obviously with the factory in Mexico, that's going to be presenting more challenges on that front.

你知道的，他们说如果不在加利福尼亚的话，人们会想在哪里呢，奥斯汀就是一个主要的回答。所以他们决定在那里建厂，很容易吸引人才，显然在墨西哥有工厂会带来更多挑战。

So with this information, it kind of looks like, you know, why wouldn't wouldn't have that been the decision from the beginning? It seems almost intuitive, but it seems like that's where, you know, the plans are now falling. And again, this could be related to some of the news that we're hearing about Gigamexico. Maybe that's just going to come a little bit later after Tesla sort of proves the concept out first in Austin.

因此，根据这些信息，情况似乎是，你知道的，为什么一开始不就是这个决定呢？这似乎是显而易见的，但现在看起来似乎正是计划出现问题的地方。并且，这也可能与我们听到的关于Gigamexico的一些新闻有关。也许在特斯拉首先在奥斯汀证明概念之后，这将稍后发生。

So that's kind of where things stand right now. And then it says throughout this summer, Elon has spent hours each week working with the team to design each station of the line for the next generation platform, finding ways to shave just milliseconds off of each step of the process.

目前就是这样的状况。接着表示整个夏季，埃隆每周花数小时与团队合作，设计下一代平台的每一个车站，寻找能够缩短过程中每个步骤仅毫秒的方法。

So, you know, a couple of things there obviously shows that kind of where they're at in the development of this working through the production line. And shows that Elon has been very involved in that.

所以你知道，显然有一些事情表明他们在生产线开发方面的情况，也表明埃隆在其中起到了非常重要的作用。

Obviously people, you know, have questions about how involved Elon has been through the course of this Twitter now x acquisition. And I think this book in general will give us a lot more insight on what exactly has gone on through that period of time. But at least gives us a little bit of detail here in this, in this excerpt.

显然，你知道，人们对埃隆在整个Twitter现在x收购过程中的参与程度有很多疑问。我认为这本书总体上会给我们更多了解究竟发生了什么的见解。但至少在这个摘录中，给我们一些细节。

So definitely a lot of information there. I think nothing, not to say nothing that we couldn't have known, but we, you know, we kind of knew there was two vehicles. It gives us a little bit more context on how the plans came to be. And again, I don't think it's necessarily surprising that Elon's kind of been all in on the robo taxi. That's sort of been, he's alluded to that, I think with every version, since the Model 3 that, you know, maybe we're not going to have a steering wheel comments like that. So it's obviously been in the design, you know, thought process for a long time.

所以肯定有很多信息。我觉得并不是说我们不知道这些，但我们知道有两种车型。这为我们提供了一些背景信息，了解计划是如何形成的。再说一次，我认为埃隆全力投入无人出租车并不令人意外。自从Model 3以来，他每个版本都暗示过这一点，比如可能没有方向盘之类的评论。所以很明显，这在设计思路中已经有很长时间了。

But I am glad to see that, you know, some other executives on Tesla were able to kind of make a convincing enough case that Tesla is going to also have a vehicle that is not necessarily going to be reliant on being fully autonomous right off the bat. Because again, you know, we don't know when or if not, you know, I don't think that if is super relevant, but we don't know when Tesla's going to be able to solve this. So I think having a backup plan is certainly prudent to get through there. But you know, people like Elon, one of the things that has made him so successful is his ability to kind of push people in a direction that maybe not everyone is comfortable with, right?

但是我很高兴看到，你知道，特斯拉的一些其他高管能够提出一个令人信服的理由，即特斯拉也将拥有一款不一定完全依赖自动驾驶的汽车的。因为我们还不知道特斯拉什么时候能够解决这个问题，甚至是否能够解决，虽然我觉得能否解决不是特别重要，但我们不知道什么时候他们能够解决。所以我认为，拥有备用计划是明智的，以便度过这个难关。但是你知道，像埃隆这样成功的人之所以成功，是因为他有能力推动人们朝着可能不是每个人都舒服的方向前进。

Like, yeah, I can sit here and say feels better to have a backup plan. But you've got a backup plan, you're going to be putting a little bit less effort into that first plan. You may be distracted with the second plan and things like that. So I'm ultimately glad to see it. But you kind of get to respect the willingness to again, put all the chips on the table as we've heard from a different excerpt and kind of make that decision, those difficult decisions that, you know, maybe not everyone agrees with. So again, interesting to hear some of that context. If you want to read the full article, that is linked down in the description.

像，是的，我可以坐在这里说有备用计划会感觉更好。但是如果你有备用计划，你会在第一个计划上投入更少的努力。你可能会被第二个计划所分心，诸如此类的事情。所以最终我很高兴看到这一点。但你得尊重他们再次把所有筹码都放在桌子上的意愿，正如我们从不同的摘录中听到的，以及做出那些困难的决定，你知道，可能不是每个人都同意的决定。所以再次听到这其中的一些背景信息很有趣。如果你想阅读完整的文章，链接在描述中。

Alright, let's move on to Powerwall three.

好的，让我们继续讨论Powerwall三代。

So we've got a post on the Tesla Motors Club forum. I believe this was yesterday last night from Andy 92 72. And he is saying that Tesla has installed a Powerwall three. So the next generation Powerwall product at his house. So we've got a few details here, not perfect information. Yeah, but quite a few details.

我们在特斯拉车主俱乐部论坛上发现了一篇帖子。我相信这是昨晚由用户Andy 92 72发布的。他声称特斯拉在他家安装了一台第三代Powerwall。我们获取到了一些细节，虽然不是完美的信息，但还是相当不少的细节。

This is the Powerwall three unit right here. So obviously it looks like, you know, a little bit less aesthetically designed, at least on the sides here, obviously the front front panel looking similar to what we've seen from Tesla on the Powerwall before. And maybe this isn't finished. I'm not 100% sure on that. But overall, you know, it's going to be a pretty similar product.

这就是Powerwall三代。显然，在外观设计方面稍显简约，至少在这里的两侧是如此，而在正面面板上看起来与我们之前从特斯拉的Powerwall产品中所见相似。也许这还没有完成，我对此不太确定。但总的来说，它将是一个相当类似的产品。

He says that this does have the inverter contained within the unit. So that compares to the Powerwall plus that we can see here that has the inverter sort of as a secondary part of the unit. And then the Powerwall two, of course, no inverter. So we'd be looking at that Powerwall plus product basically integrated into this single unit.

他说这款产品内部包含了逆变器。因此与我们现在看到的Powerwall Plus相比，后者的逆变器是作为单元的次要部分存在的。而Powerwall 2则不配备逆变器。所以我们可以将Powerwall Plus产品基本集成到这个单个单元中。

This says that the size is approximately 43 inches by 24 inches by seven inches. You may be tempted to compare the two of these and think that this is an old Powerwall. I'm almost 100% sure that that is not an old Powerwall. I believe that is the backup gateway to product. So that's a lot smaller than a Powerwall. So don't be tempted to compare those if we look volumetrically, if these dimensions are accurate, which I've never reason to believe that they would not be, this would mean that the Powerwall volumetrically, the Powerwall three here is 6% less volume than the Powerwall two and 39% less volume than the Powerwall plus. So those two products comparing here. So the Powerwall plus 39% less volume than that, 6% less volume than this.

这就说尺寸大约是43英寸x 24英寸x 7英寸。您可能会想比较这两者并认为这是一台旧的Powerwall。我几乎有百分之百的把握，那不是旧的Powerwall。我相信那是备用网关产品。所以它比Powerwall小得多。所以如果我们按体积比较，如果这些尺寸准确，我没有道理认为它们不准确，这意味着Powerwall的体积，这里的Powerwall三，比Powerwall二减少了6%的体积，比Powerwall plus减少了39%的体积。所以这两个产品在这里进行对比。所以Powerwall plus比这个小39%，比这个小6%。

And then from a weight perspective, actually, this poster shared the spec sheet. So we get a little bit more detail. Weight perspective, it's 130 kilograms, it's about 286, 87 pounds. So weight wise, it's 14% heavier than the Powerwall two. And 17% less weight than the Powerwall plus. And again, it does have the inverter.

从重量的角度来看，实际上，这张海报分享了规格表。因此我们可以获得更多细节。从重量的角度来看，它的重量为130公斤，大约为286.87磅。所以从重量上来看，它比Powerwall 2重14％，比Powerwall Plus轻17％。再次强调，它确实配备了逆变器。

So a pretty significant reduction there and weight, the energy capacity listed at 13 and a half kilowatt hours for both of these products. This is also a 13 and a half kilowatt hour unit. So you've got lower or higher volumetric energy density plus the inclusion of the inverter, you've got less weight than the Powerwall plus product that has the converter, the inverter. So looks like energy density has improved. The big question is if this is going to be a lithium iron phosphate product or still something that is nickel based, and we don't, as far as I know, we don't have an answer on that quite yet.

所以这里有一个相当显著的重量减轻，这两款产品的能量容量都列在13.5千瓦小时。这也是一个13.5千瓦小时的装置。所以你有较低或更高的体积能量密度，再加上包含了逆变器，你比那些带有变流器、逆变器的Powerwall plus产品更轻。所以看起来能量密度得到了改善。最大的问题在于这是否会成为一种锂铁磷酸盐产品，还是仍然是镍基产品，据我所知，我们还没有答案。

Elon did comment on this and said that the goal for Powerwall three or rather the Powerwall three is optimized for ease of installation and high power, which means that a single power wall can serve as an uninterruptible power supply for most homes. This is a big deal for ensuring that the lights stay on and you can power all your devices in the event of a power outage.

埃隆对此进行了评论，并表示Powerwall三的目标是优化安装便利和高功率，这意味着一个Powerwall三可以作为大多数家庭的不间断电源。这对于确保灯光保持通常并且在停电时可以为所有设备供电非常重要。

So on the sort of spec listing here on the side of the unit, we do get details on the power capacity. It looks like this is, you know, 600 volt 13 amp right here for max for each of those, which would mean I believe 7.8 kilovolt amperes, which potentially slightly less than in terms of the, you know, continuous power draw. That seems to be maybe stated up here. You've got a few different options. I'm not sure exactly which one of these would be correct. So you can kind of see the differences there. But again, this is not my area of expertise. So I definitely welcome any comments on this today to kind of help out with what the power capacity, both from a peak perspective and from a continuous perspective, which are going to be different, what those are looking like for these units. I know that's probably a little bit hard to read too. But we're working with the information that we've got so far. So overall, it looks like a smaller unit. As Elon said, more effectively designed for installation, which should be nice help keep costs low, all in costs, and higher energy density.

在这里的规格列表中，我们可以看到关于功率容量的细节。看起来这是600伏特13安培，对每个的最大值，这意味着我相信是7.8千伏安，可能略低于连续功率消耗。这似乎可能在这里陈述。你有几个不同的选择，我也不确定哪一个是正确的。所以你可以在这里看到不同之处。但是，这不是我的专业领域。所以我肯定欢迎任何有关这方面的评论，以帮助确定这些设备的峰值容量和连续容量是什么样的，这两者是不同的。我知道这可能有点难以理解。但我们目前所拥有的信息是基于这些的。总的来说，它看起来是一个较小的装置。正如埃隆所说，更有效地设计安装，这应该有助于降低成本，总成本，并增加能量密度。

So, you know, we'll see on the lithium iron phosphate piece, and we'll see on cost, no cost details have been provided so far. I would imagine right now, Tesla's just kind of pricing it the same as as the current product and over time that will evolve as this ramps up. So exciting to see that. And hopefully we'll get some more, you know, more conclusive details on this though. This is a good start, pretty soon. He said that this is just the third power wall that this installer has installed. So it is obviously pretty new.

所以，你知道的，我们将在磷酸铁锂方面看到一些，成本方面也要看，到目前为止还没有提供任何成本细节。我想现在特斯拉只是以与当前产品相同的价格进行定价，随着情况的发展，这将不断改变。很高兴能看到这一切。希望我们能得到一些更具有决定性的细节。这是一个良好的开始，很快就会有更多的细节。他说这个安装商只安装了第三个电池储能墙，所以显然还是很新的东西。

All right, let's move on to project highland. We've got an update here from WUWA doing some drone flivers near Giga Shanghai and kind of spotted the jackpot here for Highland. This is a lot that is filled with, I don't know, looks like probably hundreds of these updated Model 3s, which is really exciting. We've talked about how the production capacity rumors of 600 units a day or 1200 units a day might be a little bit aggressive. But obviously would be very exciting if true. We've talked about how the production in August seems like it was probably pretty strong based on wholesale sales. So if both of those things are happening and you know, this gives us a little bit more evidence that maybe that's the case, it looks like we could be looking at a pretty quick conversion for Tesla far different from what we saw with the update to the Model S and the Model X, which of course, I'm sure we all remember took quite a bit of time and much longer than Tesla sort of anticipated. So super exciting to see all of these sitting out there and hopefully has strong implications for how the conversion and the production of the update Model 3 is going so far. So definitely excited to see that.

好的，让我们继续谈论项目《高地》。我们这里有来自WUWA的更新消息，他们在上海金龙新能源基地附近进行了一些无人机飞行，似乎在《高地》项目上有所发现。这个地方堆满了我不太确定，但看起来可能有数百辆这些更新款的Model 3，非常令人兴奋。我们之前已经谈到了每天生产600辆或每天生产1200辆的产能传闻可能有些过于激进，不过如果属实的话肯定让人很激动。我们也谈到了根据批发销售数据来看，8月份的生产可能相当强劲。所以如果这两点都发生了，而且这个发现给我们更多证据表明也许真的如此，看起来特斯拉的转型和更新款Model 3的生产速度可能会非常快，远远不同于之前更新Model S和Model X的情况。当然，我相信我们都还记得那时候花费了相当长的时间，比特斯拉预期的要久得多。所以看到这些车辆旁边停着这么多车实在是太棒了，希望这对于Model 3的转型和生产进展有很大影响。真的很期待看到这个。

And then we do have a little bit more information on the sales data for August for China. So of course, we talked about wholesale sales for August previously. That was about 84,000 units, which as we said was probably higher than what we would have guessed based on the situation with the Model 3. So we can see now the breakdown between retail and export. Almost 65,000 were sold as retail sales or domestic sales in China, a little bit less than 20,000 being exported. And you can see the split for Model 3 and Model Y there. So about 13,500 sold for the Model 3 in China and 5,000 exported. And then you can see the Model Y there as well.

然后，我们对中国8月份的销售数据有更多的信息。当然，之前我们已经提到了8月份的批发销售情况。那大约有84,000辆车，按照Model 3的情况来看，这个数字可能比我们预期的要高一些。现在我们可以看到零售销售和出口销售的分布情况。将近65,000辆车在中国国内销售，出口销售不到20,000辆。你可以看到Model 3和Model Y的分布情况。在中国销售了大约13,500辆Model 3，出口了5,000辆。还有Model Y的销售情况也在其中。

So what's interesting here, I mean, the split in general, you know, it's much higher towards retail. But I think the thing that I want to focus in on is the trailing three months. So there's something that we kind of talked about before just looking at how this, you know, comes in and seeing what those best three month periods are, because as we know, Tesla, Stegers deliveries a bit based on the export schedule and things like that. So month to month, it might not give us a great picture of, you know, what the demand might be. But if we look at kind of a rolling three month average, it might give us a little bit better idea of how orders are coming in, because, you know, Tesla over that period of time that the allocation strategy becomes a little bit less impactful to the numbers that we're seeing.

那么在这里有什么有趣的地方，我的意思是，在整体上分配情况很高，特别是在零售方面。但是我想要关注的是过去三个月的情况。我们之前在讨论过这一点，看一看这种情况是如何发展的，因为我们知道，特斯拉的交付情况有些基于出口计划等因素。因此，从月份到月份的变化可能无法给我们一个很好的需求图片。但是如果我们来看一个滚动的三个月平均值，或许可以给我们一个更好的订单进展的想法，因为在这段时间里，特斯拉的分配策略对我们所看到的数据的影响会相对较小。

So anyway, the rolling three month total now, including these August numbers, for sales just in China is 170,000 units. That is a significant improvement over the previous rolling three month average record or rolling three month record of 159,000 back in May, which was again, just a little bit higher than November. So to see this, that's a 7% increase. Again, basically just in a quarter, I think, you know, speaks to the demand. And this is an period of time where everyone's kind of wondering what's going on with the Model 3 is they're going to be an update and a lot of rumors around that. So it looks like a pretty strong sign for demand overall and orders and sales in China. So I'm definitely glad to see that record for Tesla.

无论如何，现在的滚动三个月总销售量，包括这些八月份的数据，在中国仅为17万辆。这大大超过了之前滚动三个月的平均纪录或者滚动三个月的纪录，即五月份的159,000辆，而那个纪录稍微高于十一月。所以可以看到，这是一个7%的增长幅度。基本上在一个季度内，我认为这显示了对Model 3的需求。而这段时间每个人都在想Model 3到底发生了什么更新，有很多关于这方面的谣言。所以总的来说，这看起来是对中国市场需求的一个非常强有力的信号。所以我很高兴看到特斯拉取得了这个纪录。

All right, next we've got just a quick update, I guess, on the Detroit Auto Show. So we talked a couple of days ago about how Tesla was going to be participating based on this announcement from from the show, including Tesla there. So we talked about that. There's a new announcement that now omits Tesla from basically the listed participants of the show. But this does then say that Tesla is going to be a part of the, you know, powering Michigan EV experience, which is actually what this initial announcement was about. So it's a little bit confusing. The Detroit news has said that Tesla will not be at the show, but the organizers managed to get the Austin based automakers full Model S three X and Y lineup for the test track, which then I think they're including in this sort of, you know, powering Michigan EV experience. So what seems to be going on here is that the show organizers are just bringing in Tesla vehicles themselves. And Tesla's not an official participant is kind of my read on it. This has kind of been presented today as Tesla has has changed course and pulled out of the show. Based on the information that we have here, that's definitely not clear to me. I think what is more likely the case is that this has just kind of been reported that Tesla vehicles were going to be a part of this, which is still the case. But Tesla's not actually participating in the show, which I don't think I guess technically, although it might have been implied, or maybe misreported. I don't think it's the case where Tesla, you know, has changed their mind or something like that over the last couple of days, more likely just something got lost in translation with these reports. So that's just my best guess based on the information. I don't know for sure. But you know, if you kind of see the narrative out there of Tesla having pulled out, I just don't think that that is quite confirmed as of this moment. So kind of interesting to see that a little bit disappointing. But again, this is something that Tesla historically has not really participated in. So I suppose also not all that surprising.

好的，接下来我们只需简单更新一下底特律车展的情况吧。所以我们前几天谈过关于特斯拉将参展的事情，基于这个展会的公告，包括特斯拉在内。我们谈过这个。现在有一个新的公告基本上把特斯拉从展会的参展名单中去掉了。不过，这个公告表示特斯拉将会是密歇根州电动汽车体验活动的一部分，而这实际上就是最初公告中的内容。所以有点混淆了。底特律新闻报道说特斯拉不会参展，但主办方成功地将总部位于奥斯汀的汽车制造商的完整Model S、3、X、Y车型引入了测试赛道，而我认为他们将包括在这种“为密歇根州提供电动汽车体验”的活动中。所以看起来这里是，展会组织者只是引入特斯拉的车辆而已，特斯拉并不是官方参展商，这是我的理解。今天这个情况被描述为特斯拉改变了计划并退出了展会。基于我们这里的信息，对我来说显然不是很清楚。我认为更可能的情况是，最初只是报道了特斯拉的车辆将成为这个活动的一部分，这一点仍然成立。但特斯拉实际上并未参展，我不认为这是特斯拉改了主意或者在过去几天里发生了什么，更可能的是这些报道在报道过程中或许存在误差。这只是我根据信息做出的最佳猜测。我无法确定。但是你知道，如果你在外面看到关于特斯拉退出的说法，我认为目前并没有足够的证实。这有点有趣，也有点令人失望。但再说一次，特斯拉历来并没有真正参与其中，所以我想也并不令人感到意外。

All right, we talked yesterday about the FSD visualization starting to possibly include police vehicles. So Marcel Zimmer on X sharing a photo that looks like this is now happening. So you can kind of see what looks like a police truck here, maybe an SUV looks more like a truck to me, but looks like it's got those lights on there kind of indicating that this would be an emergency vehicle. So, you know, we kind of knew this was coming, but pretty cool to see it kind of show up here. And hopefully other people can can start to see that and we get some more reports of that visualization from others.

好的，我们昨天谈到了FSD的可视化可能会开始包括警车。所以Marcel Zimmer在X上分享了一张照片，看起来好像出现了这种情况。所以你可以看到这里有一个看起来像警车的东西，可能是SUV但对我来说更像卡车，但看起来上面有灯，暗示这是一辆紧急车辆。所以，你知道，我们有点知道这会发生，但能在这里看到真的很酷。希望其他人也能开始看到这一点，我们能从其他人那里获得一些关于这种可视化的报告。

And then just a couple of quick things to kind of wrap it wrap it up for today. Gregor Chuck shared a video on X of a couple of cyber trucks on the road together, which I don't think we have seen previously, especially at night, they kind of look cool here, driving together. So I'll just kind of play that video. So fun to see. And I'm sure we'll, you know, see more of this, it would be great, even if we had or be great to see even more of these on the road at the same time, but definitely looks pretty cool there. So kind of a fun video.

然后，只有几件小事要总结一下今天的内容。Gregor Chuck在X上分享了一个视频，展示了几辆独立之路上的电动卡车，我想我们之前应该没有看过，尤其是在晚上，它们在一起开的样子看起来很酷。我会播放那个视频，非常有趣。我相信我们会看到更多这样的情景，即使我们已经看到了一些，能看到更多也会很棒。无论怎样，那里看起来确实很酷。所以这个视频很有趣。

And then on that similar note of that, Tesla shared a video or a photo here of their entire vehicle lineup from semi to model three to cyber truck, all on the trailer for the for the semi. So pretty cool shot there as well. And a great way, I think, to wrap up the week, we will also just take a quick look at the calendar for next week. So we do have CPI and PPI coming up on Wednesday and Thursday. After that, we will have the FOMC meeting the following week. So not next week yet, but a couple of big reports there with implications for the FOMC meeting next week.

然后在这类似的事情方面，特斯拉分享了一段视频或一张照片，展示了他们从半挂车到Model 3再到Cybertruck的全部车型，全部都装在半挂车上。所以那也是一张很酷的照片。我认为这是一个结束这一周的好方式，接下来我们还要快速预览一下下周的日程安排。所以我们在周三和周四有CPI和PPI数据即将发布。之后我们将在下周有FOMC会议。所以虽然不是下周，但这是一些对下周FOMC会议有影响的重要报告。

Alright, that'll wrap it up for today and for the week, 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 on Monday for the September 11 episode of Tesla daily. Thank you.

好了，今天和这周的节目就到此为止了，像往常一样，感谢你们的收听，确保你已经订阅并开启了通知。你还可以在特斯拉播客的X上找到我。我们下周一再见，为你带来9月11日的特斯拉日报节目。谢谢。