New Footage: The Real Reason Tesla Is Dominating / Odd EV Partnership / Tesla Semi Testing Data ⚡️
发布时间 2023-09-12 23:35:19 来源
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00:00 - Cramer on Dojo
1:26 - Why Tesla Is Winning
6:39 - Sodium/Potassium Ratio (AG1)
8:01 - The Real Elon
8:47 - EV Job Growth
9:32 - Giga Mexico Spend
10:25 - Cybertruck Design Pushback
11:27 - Wall Connector App Integration
12:00 - Tesla China Weekly Insurance
12:47 - New Model 3 Approved
13:29 - Tesla Semi Data
15:03 - Need a Job?
15:53 - Tesla at Detroit Auto Show
16:05 - Model S/X Plaid
16:13 - UAW Negotiations
16:37 - Dealers, Lol
18:04 - BMW, Ford and Honda
19:05 - Tony Seba On Point
19:32 - Tesla SuC Milestone
19:54 - Tesla Supplier Confirms New Tech
22:00 - GM Recall
22:10 - Let's Have Some Fun!
23:06 - Thanks, Elon
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#TeslaManufacturing #TeslaNews #ElonMusk
GPT-4正在为你翻译摘要中......
中英文字稿 
The story about AI that really has me steamed or stunned, whatever, is the one from Morgan Stanley's Adam Jones, who upgraded Tesla from Hold To Buy, because he says Tesla could be a tech company, and if it can tap its own super-brained dojo, yes, dojo. That's it, right? Then it could be like Amazon Web Services, and therefore the company could be worth $500 billion more than its current valuation, because it's dojo. Look, I like Adam Jones, but he missed the entire run in Tesla that came from being a car company. Maybe he's just getting ahead of the next-leg hire as a super-computer company? When the could possibly challenge NVIDIA down the road, that's why Tesla stock went up 10% of their ball, and NVIDIA stock went down. I'm not convinced of it. Any company that needs to sort and process gigantic amounts of data will need artificial intelligence to stay ahead of its competitors. Any company that has a ton of expensive smart coders will find that they aren't as smart as a tower, and NVIDIA's cards link together. But I gotta find this out with my own. I gotta see it, okay? I'm coming right here to see it.
这个关于人工智能的故事真的让我感到愤怒或震惊，不管怎么说，来自摩根士丹利的亚当·琼斯的故事，他将特斯拉的评级从持有升级为买入，因为他认为特斯拉可以成为一家科技公司，如果它能够利用自己的超级大脑道场，是的，就是道场。就是这样，对吧？那么它就可以像亚马逊云服务那样，因此这家公司可能比其当前估值高5000亿美元，因为它有道场。看吧，我喜欢亚当·琼斯，但他错过了特斯拉作为一家汽车公司而出现的整个增长。也许他只是作为一家超级计算机公司的下一个阶段的雇佣要超前一步？当它可能挑战NVIDIA的时候，这就是为什么特斯拉股票上涨了10%，而NVIDIA股票下跌了。我对此并不完全相信。任何需要对大量数据进行排序和处理的公司都需要人工智能来保持领先于竞争对手。任何拥有大量昂贵的智能编程人员的公司都会发现他们的智慧不如一座塔，而NVIDIA的显卡则能够联结起来。但我必须亲自了解这一点。我必须来这里看看。
Welcome to Electrified. It's your host, Dylan Loomis. Quick shoutout to my newest patrons, Mike F. and Avinaj. Thank you for choosing to support the channel. So, Kramer, you said you need to see Tesla Dojo to believe it? Well, here you go, pal. Nowadays, the buzzword is artificial intelligence, and yes, Tesla is a major player in the space, and that's a huge part of its future. But we cannot forget about Tesla's manufacturing prowess, because right now, that's really a big reason why Tesla is so differentiated from Legacy Auto. The clips you're about to see are from a company called CareSoft. They specialize in vehicle tear downs and benchmarking. I think there are a few really key points in this video that are going to go overlooked, so I want to slow down and make sure that we understand what's really going on. Because under all of the production and sales numbers that we continually see growing, there's a reason why and how Tesla is able to actually do this.
欢迎来到Electrified。我是主持人迪伦·卢米斯。特别感谢我最新的赞助者迈克·F和阿维纳。谢谢你选择支持这个频道。所以，克莱默，你说你要看到特斯拉Dojo才能相信？那好，伙计，给你看。现如今，人工智能是个热门词汇，没错，特斯拉是这一领域的主要参与者，这也是其未来的重要组成部分。但是我们不能忘记特斯拉在制造方面的造诣，因为正是现在这一点使得特斯拉与传统汽车厂商之间存在如此大的差异。你即将看到的视频片段来自一家名为CareSoft的公司，他们专门进行汽车解体和基准测试。我认为这个视频中有几个关键点可能会被忽视，所以我想放慢脚步，确保我们真正理解发生了什么。因为在我们不断看到的生产和销售数字的背后，有一个原因，也有一个特斯拉如何实现这一切的方式。
First, what we're looking at is a torn down Model Y, and we're gonna start with the front. Right here, you're looking at the cooling beam, which holds the condenser, the compressor, and the octavev. The beam is actually common across all different Tesla models using exactly the same beam. And don't miss this point, though, as you're about to see all of the bolts to put this in place go in from the top down, making assembly much easier. And yes, perhaps easy enough for someone or something like Optimus. And notice how the beam just rests in place, so one person or one robot could do this assembly. Here you see the top down where the bolts go, very easily accessible. And do you think that this could be done by robots in the future? Maybe. Yes.
首先，我们正在看的是一辆拆解的Model Y，我们将从前面开始讲解。在这里，你看到的是冷却梁，它固定了冷凝器、压缩机和变频器。这个梁实际上在所有不同的特斯拉车型中都是通用的，使用完全相同的梁。但是请注意，你将很快看到安装这个梁所需的所有螺栓都是从顶部往下安装的，这样装配变得更容易。是的，这样做可能足够简单，可以由像Optimus这样的人或物来完成。请注意梁的安装只需放置在适当位置，所以一个人或一个机器人就可以完成这个装配过程。在这里，你可以看到螺栓从顶部往下固定，非常容易操作。你认为将来这是否可以由机器人来完成？也许。是的。
Here you're looking at a design from Tesla that they're calling Poka Yoka, just means it can only go in one way, meaning you cannot install this improperly because of the way it's designed. We also have five different tubes that can actually be fastened with only two bolts. And it gets even better as we continue on with this modular assembly approach. In this part, they don't have any fasteners. It literally just snaps right into place, always focusing on removing as many parts as possible. And for this next part, pay attention how you can just set it right on top of the cooling beam and it'll sit there again, waiting to be bolted down, which would allow one person to do this. Okay. And then with this front frame, you bring it over and slide it right into place. But again, you can just set it exactly where it needs to go. It'll stay set in place and then you just have the top down bolts.
这是特斯拉设计的一款被称为Poka Yoka的产品，意思是它只能朝一个方向安装，这意味着你无法因为设计的方式而错误地安装它。我们还有五种不同的管道，只需要两个螺栓就可以固定。而且，随着我们继续采用这种模块化的组装方法，情况还会变得更好。在这个部分，它不需要任何固定件，只需将其插入正确的位置，始终致力于尽可能减少零部件。在下一个部分中，请注意您只需将其放在冷却梁上即可，它会保持在原位等待螺栓紧固，这样就可以由一个人完成。好的。然后，将这个前框架放过来，滑动到正确的位置。但同样地，您可以将其放置在需要的位置上，它会保持固定，然后只需上螺栓就可以了。
Now moving to the back of the vehicle, he has the insulation in his hands and he's just going to set it right in place again with no fasteners, essentially making this modular system dummy proof. Again, the same for this part. So you just snap in. Snapping. Yes. No fasteners. No fasteners. So the cable is aluminum cable, so it's lighter, but the most important thing is that aluminum is much more cheaper than a coupe room. Copper, yes. And they also shaped the wire so they fit right into the rear end. There's no loose wires. It just goes exactly where it's supposed to be. They look for rigidity, so tomorrow if they need to automatize the operation, it will be easier. Do it with a robot. Yes, as I've heard.
现在转移到车辆的后部，他手里拿着绝缘材料，他只是要将它放回原位，无需使用任何固定件，实际上使这个模块化系统变得简单易用。同样对于这个部分。所以你只需要卡入。卡入。是的。没有固定件。没有固定件。所以电缆是铝制电缆，所以它更轻，但最重要的是铝比铜更便宜。铜，是的。他们还将电线塑造成适合后端的形状。没有松散的电线。它们正好到达它们应该到达的位置。他们寻求刚性，这样明天如果需要自动化操作，将会更容易。用机器人完成。是的，我听说过。
Here's another part of the rear assembly. You just slide it right into place and you have that beautiful snap fit. We have the container here. Put inside the shape, take care that is aligned and you put it there for fasteners. And again, the bolts come in from the top very easy to do.
这是后部总成的另一个部分。您只需要将其滑入正确的位置，即可获得美丽的卡扣结构。我们有个容器在这儿。把它放入形状内，注意使其对齐，然后将其放在那里固定。然后，螺栓从顶部进入，非常容易完成。
Yes, exactly. And the same for the insulation. Crash beam. So there is also a pocket here. You save one and two fasteners. So instead of three bolts, four bolts, you have three. Yes. But they poke a yoke at it so it all goes in the work. I cannot reverse it. Okay, we'll not fit.
是的，完全正确。隔热部件也是如此。碰撞梁也一样。所以这里还有一个嵌边。这样就能节省一个或两个紧固件。所以不再需要三颗螺栓，只需要三颗。是的。但他们就是嘲笑它，所以所有的工作都不顺利。我无法逆转它。好吧，那么就不适合了。
Okay, and that's also, these are the only horizontal bolts that we can find in the back. The rear fascia is very light. You have only one connection here and if you want, I can also put it on. And there you go. One person usually it takes two people, one on each side to do. And that's all. We have assembled the car. Think about what we just saw.
好的，这也是我们在后方找到的唯一的水平螺栓。后保险杠非常轻。这里只有一个连接点，如果你想的话，我也可以安装上去。就这样了。通常需要两个人，一个在每一侧来完成这个任务。就是这样。我们组装好了车子。想一想我们刚才看到的内容。
With no formal education, I probably could have walked up to that car and assembled the Model Y without any instruction. But further than that, it's Tesla's continuous innovation to reduce the amount of parts, reduce the number of fastener points, make the assembly process as easy as possible, potentially paving the way for Optimus to be more involved, to keep the production line moving 24-7. And the fact that Tesla can share so many parts across its lineup of models gives them much more negotiating power with its suppliers, that again are more like partnerships than just suppliers. So there might actually be some Lego products out there that are more complicated than putting together a Tesla Model Y.
没有形式教育的情况下，我可能可以走到那辆汽车旁边，没有任何指示地组装出Model Y。但除此之外，正是特斯拉持续创新，减少零部件数量，减少紧固点数量，使装配过程尽可能简单，这可能为Optimus更多地参与提供了可能，保持生产线24小时不间断运作。而且，特斯拉可以在其整个车型系列中共享许多部件，这使他们在与供应商谈判时拥有更多的议价权，再次强调这种关系更像是合作伙伴而不仅仅是供应商。所以实际上，一些乐高产品可能比组装特斯拉Model Y更复杂。
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With Elon's biography dropping today, I think this quote from Walter Isaacson is very important to keep in mind. Well, yes, he can be unreliable and his memory is fallible and he sort of cloaks himself as a hero in every tale. But I didn't feel a reality distortion field. He almost was unaware of my presence, it seemed a lot of time, because he'd be being a real jerk to people at a meeting or blow up on a walk around one of the rocket sites. And I think, wait a minute, doesn't he know I'm taking notes here? So it did surprise me how open and in some ways not trying to sugarcoat things he was. So for better or for worse, Elon will always be Elon and for that I have to respect it.
在埃隆·马斯克的传记今天发布之际，我认为沃尔特·艾萨克森的这句话非常重要，需要记在心里。是的，他可能不可靠，记忆也可能有误，他有点把自己包装成每个故事中的英雄。但我并没有感觉到一种现实扭曲的氛围。他似乎在很多时候都没有察觉到我的存在，因为在会议上他对人们非常刻薄，或者在火箭场地周围发火。这让我想，难道他不知道我在这里做笔记吗？所以，他的坦诚和某种程度上不掩饰事实的态度确实让我感到惊讶。无论是好是坏，埃隆永远都会是埃隆，出于这个原因，我不得不尊重他。
In recent years, $154 billion worth of EV investments have generated 188,000 jobs, according to Blue Green Alliance Foundation and Atlas Public Policy's data. Further, from the BLS, from a total of 319 facilities, 32% are located among disadvantaged communities and 25% of the facilities are unionized, more than double the US average of 10%. When it comes to EV related jobs, look at how far we've come. In 2010, there were just 3 facilities accounting for 2,700 jobs. Since then, the figure has soared to nearly 80,000 jobs added in 2022 alone from 101 facilities. Tesla, of course, making up a significant portion of that.
根据蓝绿联盟基金会和Atlas Public Policy的数据，最近几年来，价值1540亿美元的电动汽车投资已经创造了18.8万个就业机会。此外，据劳工统计局数据，从319家工厂中，32%位于弱势社区，25%的工厂有工会组织，是美国平均水平的两倍以上。谈到与电动汽车相关的工作岗位，我们所取得的进展是非常显著的。2010年，只有3家工厂提供2700个就业岗位。从那时起，2022年光是新增的就业岗位数就高达8万个，分布在101家工厂中。当然，特斯拉在其中占据了相当大的份额。
Before I even say it, I would be very careful with this one, but we have a Reuters article saying that Tesla and its suppliers are planning to invest $15 billion over the next 2 years on Gigamexico, this coming from the state governor. But remember, all of the headlines recently have been negativity and delays around Gigamexico, so this could be the governor trying to save face and spend the narrative. I will say though, because they said Tesla and its suppliers, that would open up more of a possibility for this to be accurate. The last number we heard was $5 billion, but I'll just say this, I think there's a chance Tesla doesn't even know yet what it'll be spending on Gigamexico, because remember, they're still designing this next-gen manufacturing line in Austin. So if these words are indeed from Samuel Garcia, in my book over the past few months, he's lost at least a little bit of credibility.
在我说之前，我要非常谨慎，但我们有一篇路透社的文章说特斯拉及其供应商计划在未来两年内在Gigamexico投资150亿美元，这是来自州长口中的消息。但请记住，最近有关Gigamexico的所有标题都是负面的，并且存在着延迟，所以这可能是州长试图保全面子和引导舆论。然而我要说一下，因为他们提到了特斯拉和其供应商，所以这使得这个消息更有可能是准确的。我们听说的最后一个数字是50亿美元，但我要说的是，我觉得特斯拉甚至可能还不知道他们将在Gigamexico上花费多少，因为请记住，他们仍在奥斯汀设计下一代制造线。所以如果这些话的确是塞缪尔·加西亚说的，根据我过去几个月来看，他的可信度至少有一点点下降了。
This next section is an excerpt from the Elon Musk biography, so if you don't want to spoil the read, then go ahead and skip through. Time stamps are always below. I don't think this will come as a huge surprise, but when it comes to the Cybertruck design, Franz said a majority of the people in this studio hated it. They were like, you can't be serious, they didn't want to have anything to do with it, it was just too weird. Some of the engineers actually started covertly designing another version of the pickup after they saw the first mockup. This is an instance where Elon chose not to back down and not to listen to feedback. He didn't want to hear concerns about the Cybertruck saying, I don't do focus groups. Then he told Franz he wanted a drivable version of the truck that he could demo at the Tesla event in November, which Franz said forced the team to come together to work 24-7. We've known Elon has thought traditional pickup trucks are boring and the Cybertruck certainly is many things, but that's not one of them, and we're about to find out if Elon was right in this decision.
这一节是从埃隆·马斯克传记中抽取的，所以如果你不想提前了解内容，可以跳过这部分。时间戳始终位于下方。我不认为这会让人大吃一惊，但在设计Cybertruck时，弗兰兹说这个工作室中大部分人都不喜欢它。他们觉得你不能当真，不想和它扯上任何关系，因为它实在太奇怪了。一些工程师在看到第一个样机后，实际上开始秘密设计另一款皮卡。这是一个埃隆选择不退让、不听取意见的例子。他不想听到关于Cybertruck的担忧，他说：“我不做焦点小组”。然后他告诉弗兰兹，他想要一辆可驾驶的卡车版本，可以在11月的特斯拉活动中展示，这迫使团队不得不共同努力进行24小时工作。我们已经知道埃隆认为传统皮卡很无聊，而Cybertruck确实是许多事物，但并不包括无聊，现在我们将要找出埃隆在这个决定上是否正确。
FSD and Chill has shared that there's now a pilot release of a new feature for the Tesla app where you can actually add your wall connector as a product, allowing for some more features. Right now this is only available for Canadians and Australians, but a wider release is coming soon. He says in the Tesla app it shows the actual car while charging. And you can now set the wall connector to have its own charging schedule so you can restrict charging to a set time window if you have a time of use rate plan. So remember if you don't have this yet, a wider release is coming soon.
FSD and Chill透露，特斯拉应用现在有一个新功能的试点版本，您可以将壁式连接器作为一种产品添加进去，从而获得更多功能。目前该功能只供加拿大和澳大利亚用户使用，但很快将会推出更广泛的版本。他表示，在特斯拉应用中，可以显示车辆正在充电的实际情况。现在您可以设置壁式连接器拥有自己的充电计划，如果您使用的是按时间计费的价格计划，可以限制充电时间。所以记住，如果您目前还没有这个功能，更广泛的版本将很快推出。
We got the Tesla China weekly insurance number and it came in at 10,700. Plugging that data into the table, comparing it to the same week in quarter two, that number was 16,400. Looking at the first 10 weeks of quarter two, we were at 110.7,000 and comparing that to the first 10 weeks of quarter three, we're now at 111.7,000 slightly ahead of pace. Coming into quarter three, our expectation should have been a relatively flat quarter three because on the Q2 call, Elon and team said they were going to have line shutdowns for factory upgrades. And for the slowdown the past two weeks, don't forget the new Model 3 was not fully homologated yet so they couldn't have domestic deliveries, but that has changed.
我们获得了特斯拉中国每周的保险数据，为10,700辆。将这个数据与第二季度的同一周进行比较，那个数字是16,400辆。看着第二季度的前10周，我们已经达到了110.7万辆，与第三季度的前10周相比，我们现在已经达到了111.7万辆，略高于预期。进入第三季度，我们的预期应该是相对平稳的，因为在第二季度的电话会议上，埃隆和团队表示他们将对工厂进行升级，需要暂停生产线。而在过去两周的放缓中，别忘了新的Model 3车型尚未完全获得国内认证，因此无法进行国内交付，但这种情况已经改变了。
Tesla Chan has reported China's Ministry of Industry and Information Technology has approved the application for Tesla China's new Model 3 Highland, meaning Tesla has the green light to sell this new vehicle in the domestic market. On the news, car news China is saying they expect the new Model 3 to hit the market in October in China. That could be because most of the new Model 3's being produced from Giga Shanghai right now are for export to the European market. With this approval, they're saying the rear wheel drive variant still uses LFP sales and the all wheel drive dual motor will use NMC batteries from LG. And they're saying the upgraded Model 3 is 26 millimeters longer or about one inch.
特斯拉陈（Tesla Chan）报导称，中国工业和信息化部已批准特斯拉中国新款Model 3高地的申请，这意味着特斯拉获得在国内市场销售这款新车的许可。据中国汽车新闻称，他们预计新款Model 3将于10月在中国市场上市。这可能是因为目前从上海超级工厂生产的大多数新款Model 3都是用于出口到欧洲市场。据称，这一批准表示，后轮驱动变种仍使用镍钴锰（LFP）电池，而全轮驱动双电机将使用LG的锂镍锰钴（NMC）电池。他们还指出，升级的Model 3长度增加了26毫米，约为1英寸。
We're slowly starting to get some information on the Tesla semi at the run on less electric event that'll be running for the next three weeks. This link will be below and you can filter by the different day in the different companies that are involved.
我们开始逐渐获取有关特斯拉半挂车的一些信息，这些信息来自即将持续三周的电动车活动“Run on Less Electric”。下方将附上链接，您可以按照不同的公司和日期进行筛选。
Day one for PepsiCo, their Tesla vehicle number one did 416 total miles and three deliveries over that span. They also share these charts where you can see the battery charge in the darker blue and the speed of the truck in the lighter blue. So if we hover around right here around 12, the battery percentage was about 20%. So if we go up to roughly 80%, it was about one o'clock. So roughly one hour to charge from 22 80%. Honestly, this dashboard isn't the greatest, but I suppose it's better than nothing. I won't draw too many conclusions. We're only two days in. We have about 19 more, but again, just wanted to put this on your radar.
百事第一天使用特斯拉车辆进行三次配送，总行驶里程为416英里。他们还分享了这些图表，您可以通过深蓝色来查看电池充电情况，通过浅蓝色来查看卡车速度。所以，如果我们在这个位置附近悬停，电池电量大约是20%。如果我们提高到大约80%，那应该是在一点钟左右。所以从22%到80%需要大约一小时充电。老实说，这个仪表板并不是最好的，但我想这总比没有好。现阶段我不会得出太多结论，我们只过了两天时间。我们还有大约19天，但只是想让您知道这个情况。
For that Tesla semi number one, 65% of the time the speed was around 62 miles per hour. The problem with his data right now is as far as I can tell, we don't know how much load these Tesla semis were actually carrying, which would obviously change the magnitude of the performance. So again, much more data to come in the days ahead, but for the first two days, everything seems right on par about what we would expect.
对于那辆特斯拉半挂卡车的第一辆车，65％的时间车速大约为每小时62英里。目前数据的问题是根据我所知，我们不知道这些特斯拉半挂卡车实际上装载了多重货物，这显然会改变性能的程度。因此，在接下来的几天中还会有更多的数据，但在头两天中，一切似乎都与我们预期的一致。
I did see some other people blasting Nikola because their vehicles looking at the data were doing about 61 miles per day, but they also did 17 deliveries. So I'm pretty sure these trucks are geared for much more short distance deliveries.
我确实看到有其他人在抨击尼古拉，因为根据数据显示，他们的车辆每天大约只能行驶61英里，但他们也要进行17次交付。所以我非常确定这些卡车是为了更多的短途交付而设计的。
Just in case any of you are looking for a job, if you've been watching electrified for more than about two weeks, you could have a job as a Wall Street analyst. We have this RBC analyst just wrote, unlike legacy OEM peers in the United States who are pursuing joint ventures to make battery cells, Tesla is going solo, which should enable it to capitalize on IRA credits more than any other automaker and even be a tier one battery supplier. They also highlight how Giganavada is set to expand from about 38 gigawatt hours of capacity now up to 100 gigawatt hours, but that difference will be made up mostly from 4680 production. I just see these and shake my head because honestly, this has been public information now for a long time, yet now they're using this data to boost their price target after the stock runs up. It's just ridiculous.
万一你们中有人正在找工作的话，如果你们看电视超过两周的话，你们可能能成为华尔街分析师。我们刚刚有一位RBC分析师写道，与美国的传统汽车制造商不同，他们正在寻求合资来制造电池单体，特斯拉则单飞，这将使其能够比其他任何汽车制造商更多地利用投资退税金，甚至成为一流的电池供应商。他们还强调Giganavada将从目前的38千兆瓦时扩大到100千兆瓦时，但这种增长大部分将来自于4680的生产。我看到这些就摇头，因为老实说，这些信息现在已经是公开的许久了，然而现在他们利用这些数据来推高股价目标，真是荒唐可笑。
It looks like Chris from Dirty Tesla is going to the Detroit Auto Show, he shared this showing that Tesla will indeed be giving rides, not sure in what vehicle, but hopefully we get some cool footage from the event.
看起来脏的特斯拉（Dirty Tesla）的克里斯要去底特律车展了，他分享了这个消息表示特斯拉确实会提供乘坐服务，不确定是用什么车型，但希望我们能从这个活动中得到一些很酷的片段。
In the event you're a Model S or X Plaid owner, you should be getting a new email about some upgraded brake kits and calipers.
如果你是一位Model S或X Plaid的车主，你应该会收到一封关于改进的制动套件和卡钳的新邮件。
We're now about two days away from a possible UAW strike, and for the first time that I've seen it looks like the UAW is softening its stance, previously they were asking for 45% plus in terms of pay raises, now they've dropped that to the mid 30s.
我们现在离可能发生UAW（美国工人汽车工会）罢工还有大约两天的时间，从我所见到的情况来看，这是第一次UAW似乎在变得温和，之前他们要求的加薪幅度为45％以上，但现在他们把要求降低到了30多％左右。
We don't need to get into the details of the negotiations because they're still going back and forth at an accelerated pace, but the contracts do expire this Thursday night.
我们不需要详细讨论谈判的细节，因为它们正在以加快的速度来回进行，但合同将在本周四晚上到期。
Thousands of GM dealers have been frustrated by logistical bottlenecks, resulting in them not getting vehicles to their lots fast enough, so GM has offered to pay dealerships up to $1,050 for each vehicle they pick up from four of its most important assembly plans. More than 3100 retailers have taken up the automaker on its offer this year to collect 25,000 cars and trucks so far.
成千上万的通用汽车经销商因物流瓶颈感到沮丧，导致车辆无法及时送到销售点，因此通用汽车提出为每辆车支付高达1050美元的费用，以供经销商从其四个最重要的装配工厂提车。今年已有超过3100家零售商接受了汽车制造商的提议，迄今为止共收取了2.5万辆汽车和卡车。
Speaking of dealers at a recent panel for the transition to EVs, we have one dealer representative saying the dealers didn't feel like it was their role to tell a customer what they need to do for their garage when it comes to EVs. But the customers don't know what to do, so we had to adapt at the dealership level to try to become experts on that as well. So whether it's a lack of EV supply or a lack of EV education at the dealers, there's a reason the transition in the United States to EVs is going slower than some other places.
说到最近转向电动汽车的讨论会上的经销商，我们有一位代表经销商的人说经销商们觉得告诉顾客关于电动汽车方面的车库改造并不是他们的职责。但是顾客又不知道该怎么做，所以我们不得不在经销商层面上努力成为专家来适应这种情况。所以无论是电动汽车供应不足还是经销商在电动汽车教育方面的不足，都是美国转向电动汽车的推进较慢的原因之一。
How about this one, they were complaining about the affordability of EVs and they said dealers are at a disadvantage because Elon Musk can push Tesla price cuts through instantly which is not an option for the dealer body. To that I would push back a little bit because I've seen plenty of EVs with dealer markups that are not some sort of requirement, they could easily have brought those down to sell more models. And then they said we're urging some legislators to put a moratorium on the income based formula for incentives to make it open again for a certain period of time so that everyone is able to get them.
这个怎么样？他们在抱怨电动汽车的价格不够便宜，同时表示特斯拉的经销商因为埃隆·马斯克能迅速推出价格削减而处于劣势，而经销商不能做出同样的选择。对此，我有些不同意，因为我见过很多电动汽车的经销商标价过高，这并不是必须的，他们完全可以降低价格以增加销量。然后他们表示我们正在敦促一些立法者暂停以收入为基准的奖励计划，使其重新开放一段时间，以便每个人都可以获得这些奖励。
Today we got a press release from BMW talking about a new partnership between BMW, Ford and Honda creating a company called ChargeScape focused on optimizing EV grid services. This will be an equally owned company that will create a single cost effective platform connecting electric utilities, automakers and interested EV customers. Operations will start in the US and Canada and they'll focus on enabling EV customers to earn financial benefits through a variety of managed charging and energy sharing services. It should be noted this is pending regulatory approvals but they could be operational early next year. They said ChargeScape's platform will give EV utilities access to EV battery energy across a wide pool of EVs, they'll offer EV customers the ability to charge at grid friendly times with scheduling and EV owners will be able to share the energy stored in their EV batteries with the grid during times of peak demand through vehicle to grid. So sounds great, now let's see if they can execute.
今天，我们从宝马收到了一份新闻稿，提到宝马、福特和本田将共同成立一家名为ChargeScape的公司，专注于优化电动车电网服务。这将是一家由三家公司平等持股的企业，将建立一个经济高效的平台，连接电力公司、汽车制造商和对电动车感兴趣的客户。该公司的运营将在美国和加拿大开始，重点是通过各种管理充电和能源共享服务，让电动车主通过获得财务利益。值得注意的是，目前仍需要获得监管部门的批准，但他们可能会在明年初开始运营。他们表示，ChargeScape的平台将使电力公司能够利用大量电动车电池能量，提供电动车主在电网友好的时间进行充电的功能，并且电动车车主还将能够在需求高峰期通过车辆到电网的方式与电网共享储存在他们电动车电池中的能量。听起来不错，现在我们来看看他们是否能够实施。
Sometimes we just have to give people their flowers. Tony Siba posted in his 2014 book Clean Disruption, he said lithium ion batteries would cost around $100 per kilowatt hour by the end of this year. And if you've been watching my videos for the past week, you will know we just talked about benchmark mineral intelligence reporting that has just actually happened. If Tony Siba isn't somebody that you listen to, I would recommend that you start if you have the time.
有时候我们只需要对人们表示赞赏。托尼·西巴在他2014年的书《清洁颠覆》中写道，锂离子电池的成本到今年年底将会降至大约每千瓦小时100美元。如果你过去一周一直在看我的视频，你就会知道我们刚刚谈论了benchmark矿产智能发布的最新报告。如果你还没有注意到托尼·西巴，我建议你有时间的话开始关注他。
I just got this email from Tesla on September 24th 2012, they opened their first supercharger. This week they opened their 50,000th and they're just getting started. Don't ever let it be lost on you the risk that Tesla and Elon were taking starting this project back in 2012. What's that the kids say? Scared money don't make no money.
我在2012年9月24日收到了特斯拉发来的电子邮件，说他们开设了第一个超级充电站。这周他们已经开设了第五万个充电站，而且他们还刚刚开始。切不可忽视特斯拉和埃隆在2012年启动这个项目时所承担的风险。小孩们说什么来着？害怕投入的钱永远赚不到钱。
You may recall earlier this year one of Tesla suppliers in China, LG was in active discussions with Tesla about supplying Tesla with batteries from its upcoming factory in Arizona. And in March we heard that LG was going to nearly 4x its investment in this Arizona factory due to strong demand. There were actually two separate plans that they were planning one LFP cells for battery energy storage and one cylindrical cells 2170s for EVs. Now LG is saying that advanced LFP cell design and localizing production are among the chief strategies for differentiation in the US for LG. I've been watching this one closely and we finally got an update LG confirmed it will reach 16 gigawatt hours of annual production capacity for cells and packs when fully ramped in 2026. And today we got clarification on the investment from LG. It looks like $2.3 billion will be for the energy storage system factory and the remainder will be for the factory for cylindrical cell production for EVs.
您可能会记得今年早些时候，特斯拉在中国的供应商之一，LG正在与特斯拉积极讨论从其即将在亚利桑那州建厂的工厂供应电池的事宜。在3月份，我们听说由于需求强劲，LG将几乎将其在亚利桑那州工厂的投资增加了近四倍。实际上，他们计划了两个不同的计划，一个是用于电池储能的LFP电池，另一个是用于电动汽车的圆柱形2170电池。现在，LG表示，先进的LFP电池设计和本地化生产是其在美国区别化战略的主要内容之一。我一直密切关注这件事情，我们终于得到了一个更新消息，LG确认将在2026年完全推动生产时，其电池和电池组的年产能将达到16千兆瓦小时。而且，今天我们对LG的投资有了澄清。看起来，23亿美元将用于能源储存系统工厂，其余的将用于电动汽车的圆柱形电池生产工厂。
Why does this matter? Well IRA tax credits LG just confirmed that them and its customers Hint hint Tesla will benefit from domestic content bonuses available to best projects that use products made or majority made in the US. So for Tesla to have LG in the United States focused on localizing its supply chain that means great things for LG and Tesla. LG said it's on track to do just that and they will meet the combined domestic supply chain and production line requirement at 55% when it comes into force in 2027. And it gets better LG said they've been working on a new design of advanced LFP cells which will be for megapacks in battery storage with a new stacked form factor. So unlike the traditional jelly roll design cell deformations that occur when charging and discharging happen in a uniform vertical way which limits their impact on performance. These new advanced LFP cells have already begun rolling off an LG production line in China and will be introduced into the US market in due course.
为什么这很重要呢？因为IRA税收优惠，LG刚刚确认他们和其客户（暗示是特斯拉）将从国内内容奖励中受益，而这些奖励适用于使用在美国制造的产品或绝大部分在美国制造的最佳项目。所以对于特斯拉而言，LG在美国专注于本地化供应链意味着很好的事情。LG表示他们正朝着这个方向努力，并将在2027年生效时，达到55%的国内供应链和生产线要求。更妙的是，LG表示他们一直在研究新型的先进LFP电池设计，用于储能中的超级电池组，采用了一种新的叠层形式。与传统的卷筒设计不同，这些新型的先进LFP电池在充放电时以均匀的垂直方式发生变形，从而限制了对性能的影响。这些新型先进LFP电池已经开始在中国的LG生产线上生产，并将适时引入美国市场。
Just in case even one of you have an EV charging cable from GM particularly the Webasto portable charging cord Gen 3. There has been a recall on that so I'd be careful using it for now.
以防万一，就算你们中有人拥有通用汽车特别是万丰宝便携式充电线绳第三代的充电线绳，请注意了，这个产品已经召回了，所以现在使用时要小心。
It's got these value that $400 billion. Is that the, if that's ridiculous. They sell 450,000 years. They have a lot of energy that are left to see.
这东西价值4000亿美元。如果那是真的，那就太离谱了。他们卖出了45万年的数量。他们还有很多能源可以使用。
And okay, sorry. It's like a tech company. It's like a tech company. It's not being valued like an auto. 98% of the business. I know. But when you think about it's a battery company, I know you're going to save it and not make it your own battery.
好的，抱歉。它就像一家科技公司。它就像一家科技公司。它没有像一家汽车公司那样受到重视。这家公司的业务中有98%是这样的。我知道。但是当你想到它是一家电池公司时，我知道你会保存它而不是将它作为自己的电池。
98% of their gross profit and Q2 was from selling cars. You and others have been saying this is the tech company for the past five years. Where is the tech? They're a last in FSD. They buy their batteries from other people. This is those your computer. They make their own batteries. They make their own batteries. They also make their own batteries. You can't say that they don't make any of that. They buy their batteries from the ID, which is a competitor. I mean, they're not.
过去五年中，你和其他人都称他们为科技公司，他们的绝大部分和第二季度的总收入都来自于汽车销售。然而，这里的科技在哪里呢？他们在全自动驾驶方面落后于其他公司，并且他们的电池是从其他公司购买的。这不是你们所期望的科技公司。他们自己有能力生产电池，而且确实自己生产了电池。你不能说他们没有这方面的能力。他们从竞争对手ID公司购买电池。我想表达的是，他们本身并不是科技公司。
We can't guess. Hope you guys have a wonderful day. Please like the video. If you did, you can find me on X linked below and a huge thank you to all of my Patreon supporters. Thank you.
我们不能猜测。希望你们度过愉快的一天。请点赞视频。如果你点赞了，你可以在下方找到我的 X 链接，也非常感谢我所有的 Patreon 支持者。谢谢。