New Report: Major Tesla Breakthrough / Cybertruck Delivery Chatter / Huge US Lithium Discovery ⚡️
发布时间 2023-09-14 22:45:37 来源
摘要
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Binder Jet Sand Printing: https://www.youtube.com/watch?v=m0fuEPp2U0M&ab_channel=3DTechValley
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00:00 - Model 3+ Screen
00:45 - UAW Latest
2:51 - Farley on Cybertruck
5:00 - Cybertruck Option
5:16 - Why I'm Proactive (Surfshark)
6:50 - Cybertruck Delivery Chatter
8:18 - China Pushing Back Already
9:27 - SuC Layout Preference
9:49 - V4 Rollout
10:02 - FSD Beta on HW4
10:27 - Massive US Lithium Discovery
13:28 - Elon and Israeli PM
13:46 - EV Sales in the US
14:51 - Nurburgring Competition
15:24 - Major Tesla Breakthrough
25:39 - Autobidder Profit Generation
26:00 - Indonesia's Home Grown EV
26:19 - Polestar Prime Video
26:26 - Petition Aimed at GM
27:11 - GM EV Profitability
27:19 - Second Life BESS
27:51 - Tata Exploring Exports
28:02 - Conductive Charging Live
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#Tesla #TeslaNews #CybertruckDeliveries
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This is the new screen for the revised Tesla Model 3. Come and have a look at it. So the dimensions are the same but you have less bezel. Also the screen is brighter and it's more responsive. Look at the way that zips about. Very very responsive actually. Over here I have the old screen. Now have a look at this. So if you come here you can see that it's not quite as responsive. Can you see it's lagging behind my finger? Right? The graphics aren't quite as sharp either. Look is it just lagging slightly behind my finger? Let's go back to the new screen and do that again. So ready? Look at that. It's totally with my finger. That's impressive.
这是特斯拉Model 3经过修订后的新屏幕。过来看一下吧。尺寸是一样的，但是边框更窄了。而且屏幕更亮，反应更快。看它的反应速度，非常非常快。这边是旧屏幕。现在看看这个。如果你过来看，你会发现它的反应速度稍微慢一些。你能看到它落后于我的手指吗？对吧？图形也不是很清晰。看，它是否稍微落后于我的手指？我们回到新屏幕上再试一次。准备好了吗？看这个。它完全跟上了我的手指。真是令人印象深刻。
Welcome to Electrified. It's your host Dylan Loomis. Quick shout out to my newest patrons Doug S. Trimedea, James S. and James D. Thank you for choosing to support the channel.
欢迎来到Electrified。我是您的主持人迪伦·卢米斯。给我的最新赞助人道格·S·特里美迪亚、詹姆斯·S和詹姆斯·D发个快速致谢。感谢您选择支持这个频道。
The contracts between the UAW and the Big Three expire tonight and so far still no deal. It looks like the latest offers from the Big Three are roughly half of what the UAW was asking for originally. There are, of course, other factors being negotiated but it sounds like the UAW will strike certain Detroit three plants starting early Friday if nothing happens today. The union would be get announcing the first plants to be targeted by strikes at 10 p.m. tonight. And auto news is saying the UAW has never struck against all three automakers simultaneously. Farley said that Ford put forth four increasingly generous offers on the table since August 29th and they've yet to receive any genuine counter offer. We don't understand why we can't get feedback to make this deal to forge the future. How can you negotiate if you don't get a well considered genuine counter offer?
美国汽车工人联合会（UAW）与三巨头之间的合约今晚到期，但到目前为止仍然没有达成协议。从目前看，三巨头最新提出的报价大致只有原本UAW要求的一半。当然，还有其他谈判因素，但听起来如果今天没有结果的话，UAW将在周五早上开始罢工底特律的某些工厂。工会将在今晚10点公布首批被罢工的工厂。汽车新闻报道称，UAW从未同时对三家汽车制造商发起过罢工。富乐森表示，自8月29日以来，福特已经提出了四个越来越慷慨的提议，但他们尚未收到任何真正的还击要约。我们不明白为什么无法获得反馈以达成这项塑造未来的协议。如果得不到经过慎重考虑的真正还击要约，又如何进行谈判呢？
Just this afternoon GM upped its price hike to 20% from 18% before and Mary Barra said remember we had a strike in 2019 and nobody won. The UAW organizing director has said a full walk out is still on the table. The Biden administration officials are preparing economic measures to protect auto suppliers that could be impacted including through government loans. These discussions for protection for suppliers have been ongoing for a while but they are premature and fluid. If hourly employees at Ford do go on strike they would take home nearly 60% less on average with the UAW strike pay than they would from working and without vehicles in production their profit sharing checks that they'd be set to get early next year would of course be much less. There are varying degrees to which these strikes could actually take place but a full strike would hit earnings at each affected automaker by about four to five hundred million dollars per week assuming all production was lost. So by the time you see this video we're going to be very close to the deadline should be a pretty interesting 24 hours.
就在今天下午，通用汽车将涨价幅度从18%提高至20%，Mary Barra表示请记住，我们在2019年有过一次罢工，没有人获胜。UAW组织主任表示全面罢工仍然在考虑范围之内。拜登政府官员正在准备经济措施，以保护可能受到影响的汽车零部件供应商，包括通过政府贷款的方式。对于零部件供应商的保护讨论已经进行了一段时间，但现在它们还为时尚早且变化不定。如果福特的计时工员工罢工，他们每周平均的UAW罢工工资将相比工作时减少近60%，而且没有生产车辆，他们明年初预计获得的利润分红支票当然也会少得多。这些罢工实际上可能存在不同程度的可能性，但假设所有生产都停止，全面罢工将导致每个受影响的汽车制造商每周收益减少大约四到五亿美元。因此，在您看到这段视频时，我们非常接近最后期限，这将是一个非常有趣的24小时。
Russ Mitchell got to go on a ride along with Jim Farley and of course they talked a lot about electric vehicles and we got some comments from Farley on the Cybertruck. Farley does not see the Cybertruck as a direct competitor for Ford. He said I think the Cybertruck will be very attractive to a specific group of people. If it expands the aperture of what a pickup truck should look like that's all good. Especially as aerodynamics become more important to expanding EV range. I mean I want people to look at pickup trucks and go oh they don't have to look just like what I'm used to. He added this is not an EV revolution this is a digital shift to a digital product. Every car company is trying to figure out how to profit as dashboards turn into iPhones on wheels and what kind of subscriptions they can sell. That's not just new revenue but carries far higher profit margins than vehicles alone. Farley thinks most car makers are going about it the wrong way putting too much emphasis on selling what comes with smartphones already. Companies are like we're taking apple out of the interiors and they're going to charge a fee. That doesn't make sense. They're going to charge you extra for what you're already paying apple or what you're paying for the Los Angeles times. I don't think we have the right to charge unless the data is coming off the vehicle itself.
Russ Mitchell得以与Jim Farley一起乘车，当然他们讨论了很多关于电动车的话题，我们也得到了Farley对Cybertruck的一些评论。Farley认为Cybertruck并不是福特的直接竞争对手。他说：“我认为Cybertruck将会非常吸引一特定群体的人。如果它拓宽了皮卡车的外观范围，那就很好。尤其是随着空气动力学对于扩大电动汽车续航里程的重要性变得越来越大。我的意思是，我希望人们看到皮卡车时会想‘哦，它们不一定要看起来像我以前熟悉的那样’。”他补充说：“这不是一个电动汽车革命，而是向数字化产品转变的数字化转型。每家汽车公司都在试图弄清楚如何从车载iPhone中获利，以及他们可以销售哪些订阅服务。这不仅是新的收入来源，而且盈利能力远高于仅仅销售车辆。”Farley认为大多数汽车制造商都在错误地进行，过于强调了智能手机已有的功能。他说：“有些公司说要把苹果从车内移除，并会收取一定费用。这是没有道理的。他们会对你支付给苹果或是支付给洛杉矶时报的费用再额外收费。我认为，除非数据是从汽车本身获取的，否则我们没有权利收取费用。”
And of course that I respect and he did say that Ford claims 450,000 subscribers to its new Ford Pro productivity software. And they said in model year 2025 Ford plans to introduce a totally revamped EV platform including over the air instant software updates on par or exceeding Teslas. Let's slow down with that latter one. I have to be honest though I have some fairly high expectations for Ford's next generation of EVs. Remember the talent on the software and hardware side that they now have Doug Field who worked at Apple and worked at Tesla on the model three. Farley said his name came up again and again. Doug's been a super super catalyst in our company. They also have Alan Clark a 12 year Tesla veteran and another apple exec Peter Stern who oversaw things like Apple TV plus and iCloud.
当然，我尊重他的话，他确实说过，福特声称其新的Ford Pro生产力软件有45万订阅用户。他们还表示，到2025年车型年份，福特计划推出一款完全改进的电动汽车平台，其中包括与特斯拉相媲美甚至超越特斯拉的空中即时软件更新。不过，我们对这个后者要稍微保持冷静。不过，我必须诚实地说，我对福特下一代电动汽车有很高的期望。请记住，他们现在在软件和硬件方面拥有的人才，比如在苹果工作并在特斯拉的model three上工作过的道格·菲尔德。法莱说，他的名字一再出现。道格一直是我们公司的超级催化剂。他们还有前特斯拉员工艾伦·克拉克，以及苹果的另一位高管彼得·斯特恩，他负责管理像Apple TV plus和iCloud这样的项目。
Speaking of the cyber truck. James down must said people who try to key a cyber truck will be ruining their keys. It's pretty good to which Elon said we might be able to offer an optional tungsten carbide coating which is basically scratch proof to everything below diamond hardness.
说到Cyber卡车。詹姆斯下面说，那些试图用钥匙刮伤Cyber卡车的人将会毁坏他们的钥匙。埃隆表示这很好，我们也许能够提供一种可选的钨碳化镀层，它基本上对低于钻石硬度的一切都具有防刮痕的功能。
I think we can all agree there are plenty of bad actors lurking on the internet. People that want to spy on our whereabouts and learn our tendencies. The truth is I think if more of us knew what was really going on we would at the very least be more outraged and most likely we'd be a lot more proactive in combating these nefarious actors. A while back I decided I was going to do what I can to protect myself and my family so to support Matt Farrell I actually checked out Surfshark one because it was very reputable and two it was affordable a few years later and I'm really glad that I did. Surfshark does more than most people think when they think of a VPN. For you world travelers it gives you access to the internet in places that block or censor it while guaranteeing your privacy no matter where you're at in the world. If certain content is blocked in whatever region you're in Surfshark can unblock it for you and you can also take advantage of region specific pricing when you're browsing for things like flights and hotels. The user interface is simple and incredibly easy to use anybody can do it one click and your personal data and your online activity become private. A very underrated feature you can have one Surfshark account for an unlimited number of devices so your whole family can be protected. So if you want to remove yourself from the black market of companies tracking and selling your personal data and online activity Surfshark is a must and if you go to surfshark.deals slash electrified and use my promo code electrified you'll get three months for free the link is below.
我认为我们都可以达成共识，互联网上潜伏着许多坏人。有人想监视我们的行踪并了解我们的习惯。事实上，我认为如果我们中的更多人知道真实情况，我们至少会更为愤怒，很可能我们也会更加积极主动地与这些恶劣的行为者作斗争。一段时间以前，我决定尽我所能来保护自己和我的家人，所以为了支持马特·法雷尔，我实际上试用了Surfshark一次，因为它非常有声望，而且价格合理。几年后，我真的很高兴我这么做了。当人们想到VPN时，Surfshark比大多数人想象的要做更多。对于那些爱好旅行的人，它可以让你在任何一个封锁或审查互联网的地方都能上网，并保证你在世界各地的隐私。如果某个地区阻止了特定的内容，Surfshark可以为你解锁它，并且在你浏览航班和酒店等内容时，你也可以利用特定地区的定价优势。用户界面简单且非常易用，任何人都可以做到，只需点击一下，你的个人数据和在线活动就变得私密起来。一个非常被低估的功能是，你可以使用一个Surfshark账户来保护无限数量的设备，所以你的整个家庭都可以得到保护。所以，如果你想摆脱那些追踪和出售你的个人数据和在线活动的黑市公司，Surfshark是一个必备之选。如果你访问surfshark.deals/electrified，并使用我的推广代码electrified，你将享受三个月的免费使用。链接在下方。
Here's the situation we have the kilowatts having a recent phone call with a Tesla sales rep Tesla do you still want the new model three the kilowatts yes but only the refresh Tesla unfortunately the refresh delivery start 2024 are you interested in anything else he said Cybertruck Tesla deliveries should be starting in a few days however before we go pumping up our tents to get in line Tesla came back to clarify apparently the representative miss spoke in both model three refresh and Cybertruck delivery timelines were based on speculation and are not to be treated as official Tesla statements but it seems like something that a sales rep would not just make up totally out of thin air usually where there's smoke there's a fire they just don't want us to know it yet and in this text conversation the kilowatts said Cybertruck deliveries will be starting in small numbers within a few days and they said yes Cybertruck delivery start any day now but then they came back and said that was inaccurate information they don't have anything on the model three plus or Cybertruck so disregard the earlier chat so look I know a ton of people are getting super excited about this one but I just have to say remember we still haven't had the Cybertruck event and I'm imagining there's going to be at least a little bit of timeline so people can plan their flights and do things like that so I could certainly be wrong here but I'm still not expecting Cybertruck deliveries until sometime in October at the earliest
这是现在的情况：我们与特斯拉销售代表进行了最近的电话交流，特斯拉问：你还想要新的Model 3吗？对方回答：是的，但只要有刷新版。特斯拉回应：不幸的是，刷新版的交付将在2024年开始。你对其他产品感兴趣吗？对方提到Cybertruck。特斯拉回应：Cybertruck的交付将在几天内开始。然而，在我们激动地准备加入购买行列之前，特斯拉又澄清说，此前的代表口误了，关于Model 3刷新版和Cybertruck的交付时间线都是根据推测而不是官方声明。但这似乎是销售代表不会凭空捏造的东西，烟火通常意味着有火源。他们只是还不想让我们知道而已。在这段文字对话中，对方说Cybertruck的交付将在几天内开始，我们回应说没问题，但后来他们又说这是不准确的信息，他们对Model 3的刷新版和Cybertruck都没有具体消息，所以之前的聊天可以忽略。所以，我知道很多人对此感到非常兴奋，但我必须说，我们仍然没有举办Cybertruck发布活动，而且我想可能还会有一点时间线安排，方便人们计划他们的航班等事宜，所以我不认为Cybertruck的交付会在十月之前就开始。
hopefully you remember yesterday we talked about the EU how they're essentially trying to stop the Chinese competition from coming into their market and Europe did say they'll do whatever it takes to keep its competitive edge if history is our guide I will not be surprised if we see a dieselgate 2.0 type of scenario but as I said yesterday less than 24 hours later China is already pushing back saying if the EU goes through with this it'll have a negative impact on economic and trade ties China believes the investigative measures proposed by the EU are in reality to protect its own industry in the name of fair competition it's a naked protectionist act that will seriously disrupt and distort the global auto industry and supply chain including the EU and will have a negative impact on China EU economic and trade relations and I didn't say it yesterday but let's not forget the EU is also offering EV subsidies in many different forms maybe not to the volume of China but all global economies right now are offering some level of EV subsidies and from everything we can see it really does seem like China has most of the leverage in this scenario
希望你还记得昨天我们谈到了欧盟，他们基本上试图阻止中国竞争进入他们的市场，欧洲也表示他们将不惜一切代价保持竞争优势，如果历史是我们的指引，如果我们看到柴油门2.0这样的情景，我不会感到惊讶。但正如我昨天所说，不到24小时后，中国已经开始反击，表示如果欧盟坚持这样做，将对经济和贸易关系产生负面影响。中国认为欧盟提出的调查措施实际上是为了保护自己的产业，以维护公平竞争的名义。这是一种裸露的保护主义行为，将严重扰乱和扭曲全球汽车工业和供应链，包括欧盟，对中国-欧盟经济贸易关系产生负面影响。虽然我昨天没有提到，但请不要忘记欧盟也在以各种形式提供电动汽车补贴，可能不及中国的规模，但目前所有全球经济体都在提供一定程度的电动汽车补贴，从我们所见，中国在这个情况中拥有大部分的筹码。
this Tesla supercharger at a sheets location was opened in Philadelphia last month but I wanted to ask you guys would you prefer more of this type of layout where you have the pull through design as opposed to the ones like a regular parking spot this would of course make the situation better for trailers but for regular Tesla vehicles without that what would you guys prefer
这个特斯拉超级充电站位于费城的一个sheets位置，上个月开放了。我想问问大家，你们更喜欢这种可以直接通行的设计，还是像普通停车位那样的设计呢？当然这种设计对拖车车辆来说更方便，但对于没有拖车的特斯拉车辆来说，你们更喜欢哪种呢？
Esther is now reporting that the fourth v4 supercharger location is going up in France.
Esther现在报告说，第四个v4超级充电站将在法国建设。
Now across Europe countries with v4 locations the UK Austria the Netherlands and Germany just wanted to pass along this anecdote from Tesla scope they're seeing dozens of reports on X of newly delivered vehicles with hardware for receiving FSD beta 11.4.4 on software branch dot 32.4 for a while hardware for vehicles were not getting FSD beta but now many people including Chris from dirty Tesla are doing FSD drives with hardware for this is one admittedly I need some time to look into but from interesting engineering they're saying the world's largest lithium deposit has just been discovered inside an extinct volcano in the United States along the border of Nevada and Oregon potentially containing up to 120 million tons of lithium for context the world output in 2022 was 737 000 tons of LCE lithium carbonate equivalent when it comes to individual mines one of the biggest ones in the world in western Australia has a current production capacity of 1.34 million tons per year of course your production capacity is not what you actually produce every year but looking at the top six countries with the largest lithium reserves in the world Bolivia was at number one with 21 million tons and Argentina number two at 17 million so I think you get the picture if there really are 120 million tons in the United States that's a major major deal this volcanic crater is called the McDermott caldera a geologist said if you believe they're back of the envelope estimation this is a very very significant deposit of lithium it could change the dynamics of lithium globally in terms of price security of supply in geopolitics if they can extract the lithium in a very low energy intensive way or in a process that does not consume much acid then this can be economically very significant.
现在在整个欧洲，有一些v4位置的国家，如英国、奥地利、荷兰和德国，想要传达一则来自特斯拉的事例。他们收到了关于新交付车辆上装有接收FSD beta 11.4.4的硬件以及软件分支dot 32.4的报告。一段时间以来，车辆的硬件并没有获得FSD beta，但现在很多人，包括来自"Dirty Tesla"的Chris，都在使用这个硬件进行FSD驾驶。这确实需要一些时间来研究，但根据"有趣的工程"的说法，世界上最大的锂矿床刚刚在美国内华达州和俄勒冈州边界附近一座死火山内被发现，可能含有多达1.2亿吨的锂。为了更好理解，2022年全球的锂产量为73.7万吨LCE（碳酸锂当量）。在个别矿山方面，世界上最大的之一位于澳大利亚西部，目前的产能为每年134万吨。当然，产能并不代表实际年产量，但从拥有全球最大锂储量的前六个国家来看，玻利维亚以2100万吨位居第一，阿根廷以1700万吨位居第二，所以我想你已经明白了。如果美国真的有1.2亿吨的锂，那将是一笔非常重大的交易。这个火山口被称为麦克德莫特火山口，一位地质学家说，如果你相信他们的粗略估计，这是一个非常重要的锂矿床，它可能会改变全球锂市场的动态，影响价格、供应安全和地缘政治。如果他们能以非常低的能耗方式提取锂，或者使用几乎不消耗酸的工艺，那将具有经济上的重大意义。
The US would have its own supply of lithium and industries would be less scared about supply shortages it's almost like this. is all just meant to be but look at this a blog post from Tesla on their lithium refinery groundbreaking where they say this 1200 plus acre site will be the location of the first industrial deployment of an acid free lithium refining route this process eliminates the use of hazardous reagents and byproducts in favor of more inert options so again I need some time to look into this to learn more but of course if the United States were to have this massive reserve of lithium that Tesla can be a world leader in extracting from and then refining in the United States over the long term this could really alter the dynamics of the supply chain imbalances that we have right now along those lines album are all just said almost all lithium sales will be for batteries by 2030 up from just 20 percent 10 years ago saying that's transformative North America accounted for 12 percent of lithium demand last year and by 2030 album moral expects North America to comprise 20 percent of global demand as we all know in North America it's the local battery material processing that's really been lagging and they said the know how to do that is sparse it's actually a national security issue when you really start to think about it it does honestly become a little disheartening that our government is not praising Tesla for their lithium refinery taking the risk and taking that initiative because it is so important to our future
美国将拥有自己的锂储备，相关产业将不再担心供应短缺问题。就像这篇来自特斯拉关于锂精炼厂奠基的博文所说，这1200多英亩的场地将成为酸性锂精炼路线第一次工业化部署的地点，该过程消除了有害试剂和副产品的使用，转而采用更惰性的选择。因此，我需要一些时间来了解更多信息，但如果美国拥有这种大规模的锂储备，特斯拉长期以来可以成为从中提取并在美国精炼的全球领导者，这可能会真正改变当前供应链失衡的动态。在这个问题上，奥本海默曾说，在2030年之前，几乎所有的锂销售将用于电池，而10年前这个比例只有20%。他认为，北美去年的锂需求占全球的12%，到2030年，北美预计将占全球需求的20%。众所周知，在北美，电池材料本地加工一直是一个滞后的问题，而他们说，这方面的专业知识非常稀缺，实际上这是一个国家安全问题。当你真正开始思考这个问题时，我们的政府没有为特斯拉的锂精炼工厂表示赞扬，承担风险并采取主动，这是非常令人沮丧的，因为这对我们的未来非常重要。
On Monday, Elon is set to meet with the Israeli prime minister but they're saying that these talks are going to be focused on artificial intelligence technology. No mention at all of Tesla, although yes, of course, under that AI umbrella, Tesla does have a lot of operation so we'll see what we get.
周一，埃隆计划与以色列总理会面，但他们表示这次会谈将专注于人工智能技术。完全没有提到特斯拉，尽管特斯拉在人工智能领域有很多运营，所以我们拭目以待。
In the 12 months through June of this year, Americans bought 977.4 000 cars that run solely on electricity. It took 10 years for the United States to sell its first million fully electric vehicles, two years to reach the second million, and just over one year to reach the third. By the time the latest quarters figures are tallied up over the next month, the country should be well on its way to a fourth. We're at about seven percent in the United States now, and it might feel like a slog as we get to that 10 or 12 percent, but once we get there and some of these other companies have more EV offerings, I think things should get very exciting, not that they're not already, but you know what I'm saying? Just another way to look at the data.
在今年6月之前的12个月里，美国人购买了97.74万辆纯电动汽车。美国花了10年的时间销售第一百万辆纯电动汽车，用了两年时间销售第二百万辆，再用了一年多的时间销售第三百万辆。到下个月，最新一季的数据统计完成之时，美国应该已经朝着第四百万辆迈进了。目前，美国的电动汽车占比已经达到约7%，当我们达到10%或12%时，也许会感觉有些艰难，但一旦我们到达那个点，而其他公司推出更多电动汽车产品时，我认为事情将变得非常令人兴奋，虽然现在已经很令人兴奋了，但你知道我在说什么吧？这只是另一种看待数据的方式。
This is a rolling view of 12 month United States sales, and you can see the impact that Tesla alone has. Back when they started exporting the Model 3, the trailing 12 month numbers actually dipped down, but that was the only time. And this is lost on 90 percent of the general public, but if it weren't for Tesla, these charts for the United States would look absolutely pathetic and brutal.
这是12个月美国销售的滚动概览，你可以看到特斯拉的独特影响力。当他们开始出口Model 3时，过去12个月的销售数字实际上有所下降，但那是唯一的一次。这被大多数普通公众所忽略，但如果没有特斯拉，美国的销售图表将会看起来非常糟糕和残酷。
You may recall over the summer Tesla sent a track pack-equipped Model S Plaid to the Nurburgring and ran a seven-minute, 25-second lap, which was nine seconds faster than the previous record from the Porsche Taycan. You better believe that wasn't going to sit well with Porsche, so as Sawyer said, the Porsche Taycan GT with a rumored thousand horsepower is testing at the Nurburgring. Elon chimed in saying it's a fun competition, and it'll be fun for everybody else until the Roadster enters production, I guess if it enters production at all.
你可能记得今年夏天特斯拉将装备赛道套件的Model S Plaid送到纽博格林赛道，并完成了一圈七分25秒的成绩，比之前保时捷Taycan的纪录快了九秒。可以想象，这对保时捷来说肯定不好接受，正如索耶所说，据传保时捷Taycan GT将在纽博格林赛道进行测试，配备约1000马力。埃隆表示这是一场有趣的竞争，对其他人来说也将是一场有趣的竞争，至少在Roadster开始生产之前，如果它真的会开始生产的话。
So here we have it, a new report from Reuters citing five different sources familiar with the matter. They say Tesla is closing in on an innovation that would allow it to die-cast nearly all the complex underbody of an EV in one piece, rather than about 400 parts in a conventional car. The know-how is core to Tesla's unboxed manufacturing strategy for the next-gen platform, a linchpin of Elon's plan to make tens of millions of cheaper EVs and still make a profit. Tesla has said its unboxed model involves producing large sub-assemblies of a car at the same time and then snapping them together, but the size of these blocks is up for debate.
在这里我们有一份来自彭博社的新报告，援引了五个熟悉此事的消息来源。他们称，特斯拉正在靠近一项创新，可以使其能够将电动汽车的几乎所有复杂底盘零件铸造成一个整体，而不是传统汽车的大约400个零部件。这种技术对于特斯拉的未来一代平台的开箱即用制造战略至关重要，也是埃隆计划生产数百万辆更便宜的电动汽车并仍然盈利的关键所在。特斯拉表示，其开箱即用模型涉及同时生产一辆汽车的大型子组件，然后将它们拼接在一起，但这些组件的大小还有待商讨。
The president of KarSoft Global, who we just heard from, said if Tesla managed to gigacast most of the underbody of an EV, it would further disrupt the way cars are designed and manufactured. He said it's an enabler on steroids, it has a huge implication for the industry, but it's a very challenging task. Castings are very hard to do, especially the bigger and the more complicated. Two of these sources said Tesla's new design and manufacturing techniques meant Tesla could develop a car from the ground up in 18 to 24 months, while most rivals, it currently takes anywhere from three to four years.
卡尔软环球公司的总裁刚刚表示，如果特斯拉能够对电动汽车的底盘进行大规模生产，将进一步改变汽车的设计和制造方式。他说这是一种强大的实现手段，对整个行业有着巨大的影响，但也是一项非常具有挑战性的任务。铸件的制造非常困难，尤其是较大且更为复杂的部分。其中两位消息人士称，特斯拉的新设计和制造技术意味着特斯拉可以在18至24个月内从头开始开发一辆汽车，而大多数竞争对手目前需要三到四年的时间。
The five people said a single large frame combining the front and rear sections with the middle underbody where the battery is housed could be used in Tesla's small EV, which it aims to launch with a price tag of $25,000 by the middle of the decade. Tesla was expected to make a decision on whether to die-cast the platform in one piece as soon as this month, though even if they do, the end product could change during the design validation process.
五位人士表示，可以在特斯拉的小型电动汽车上使用一种将前后部分与电池底盘组合在一起的单一大框架，该车计划于本十年中期以2.5万美元的价格上市。特斯拉预计将在本月内决定是否一次性压铸整个平台，尽管即使决定如此，最终产品在设计验证过程中仍可能发生变化。
This breakthrough for Tesla centers on how the giant molds for such a large part are designed and tested for mass production and how cast can incorporate hollow subframes with internal ribs to cut weight and boost crashworthiness. In both cases, the innovations developed by design and casting specialists in Britain, Germany, Japan, and the US involve 3D printing and industrial sand.
特斯拉的这一突破集中在如何为大型部件设计和测试巨大的模具，以及如何通过使用空心次框架和内部肋骨来减轻重量和提高抗撞性能。在这两种情况下，英国、德国、日本和美国的设计和铸造专家通过应用3D打印和工业砂提出了创新方案。
Why sand? Well, for testing with metal, the machining tweaks during the design process could cost $100,000 a pop, or redoing the mold altogether might cost one and a half million dollars, which has been deemed prohibitive by most automakers because a design might need half a dozen tweaks or more to achieve a perfect die from the perspective of noise and vibration, fit and finish, ergonomics, and crashworthiness. And they said, but Elon's vision from the start was to find a way to cast the underbody in one piece. More on that in a second.
为什么使用沙子呢？原因是在与金属进行测试时，在设计过程中进行的机械调整可能会花费10万美元一次，或者完全重新做模具可能会花费150万美元，这被大多数汽车制造商认为是不可承受的，因为设计可能需要半打或更多次调整才能从噪音和振动、贴合度、人体工程学和防撞性能的角度实现完美的模具。他们说，但埃隆从一开始的愿景就是找到一种将车辆底盘一次性铸造的方法。一会儿再详细说明。
To overcome these obstacles with metal prototypes, Tesla is turning to 3D printing and sand, using a digital design file. Printers, known as binder jets, deposit a liquid binding agent onto a thin layer of sand and gradually build a mold, layer by layer, that can die-cast molten alloys, according to the source. The cost of the design validation process with sand casting, even with multiple versions, is minimal, around 3% of doing the same with a. metal prototype that means Tesla can tweak the prototypes as many times as they need to re-printing a new one in a matter of hours using machines from companies like desktop metal and x1 remember this latter name the design validation cycle using sand casting only takes two to three months compared with anywhere from six months to a year for metal mold prototypes.
为了克服这些金属原型的障碍，特斯拉正在转向3D打印和砂模，使用数字设计文件。根据消息来源，所谓的粉末喷墨打印机将液体粘结剂沉积在一层薄沙上，并逐层构建模具，以铸造熔化合金。使用砂模铸造进行设计验证的成本非常低，即使需要多个版本，仅为同类金属原型的3％。这意味着特斯拉可以根据需要多次调整原型，只需几小时就可以使用类似于桌面金属和x1这样的公司的机器重新打印。与金属模具原型相比，仅使用砂铸造的设计验证周期只需两到三个月，而金属原型通常需要六个月到一年的时间。
Tesla plans to place solid sand cores printed by the binder jets within the overall mold. Once the part has been cast, the sand is removed to leave the voids. The aluminum alloys used to produce the castings behave differently in sand and metal molds and often failed to meet Tesla's criteria for crashworthiness and other attributes, but they've apparently overcome that challenge by formulating special alloys. Fine-tuning the molten alloy cooling process and also coming up with an after-production heat treatment. And once Tesla's happy with a prototype mold, it can then invest in a final metal one for mass production, the source said.
特斯拉计划将由粘结机喷印的实心砂芯放置在整个模具内。零件铸造完成后，砂芯被移除以形成空洞。铝合金在砂芯和金属模具中的行为不同，往往无法满足特斯拉对碰撞安全性和其他属性的要求，但他们显然通过配制特殊合金克服了这一挑战。还通过优化熔融合金冷却过程和开发生产后热处理技术。一旦特斯拉对原型模具满意，就可以投资制作最终的金属模具进行大规模生产，消息来源称。
Tesla's upcoming small car has given it a perfect opportunity to cast an EV platform in one piece mainly because its underbody is simpler and then in this part does check out. They say the kind of small cars Tesla is developing one for personal the other for robot taxi don't have a big overhang at the front and the back and there's not as much of a hood or rear trunk, it's like a boat in a way, a battery tray with small wings attached to both ends that would make sense to do in one piece.
特斯拉即将推出的小型车给了它一个完美的机会，可以将电动汽车平台进行整体铸造。这是因为它的底盘更简单，在这一方面确实没问题。他们表示，特斯拉正在开发的这种小型车，一种用于个人使用，另一种用于无人驾驶出租车，前后车身没有太大的悬挑，前脸和后备箱也没有太多的设计，有点像船的设计，就像是一个电池托盘，两端附有小翼，以整体铸造的方式制造是合理的。
Tesla would of course still have to decide what type of gigapress to use for this if they go that route and to punch out such large body parts fast the people said Tesla would need new bigger gigapresses with massive clamping power of 16,000 tons or more which would come with a hefty price tag and might need larger factory buildings. Three of the five sources said one problem with presses using high clamping power was they cannot house the 3d printed sand cores needed to make hollow subframes. The people said Tesla could solve these obstacles by using a different type of press into which molten alloy can be injected slowly. That process can produce higher quality castings and can accommodate the sand cores, but that process takes longer. As with most things, there are trade-offs, but Tesla could still choose high pressure for productivity or they could choose slow alloy injection for quality and versatility. It's still a coin toss at this point.
特斯拉当然还需要决定如果他们选择这条路线，要使用什么类型的巨型压力机，并且为了快速生产出如此大的车身部件，人们表示特斯拉将需要具备巨大的夹紧力的新型大型压力机，夹紧力可能达到16,000吨甚至更高，这将带来巨额的价格，并且可能需要更大的工厂建筑。其中三位消息人士表示，使用高压夹紧力的问题是无法容纳制造空心下框架所需的3D打印砂芯。这些人表示，特斯拉可以通过使用一种不同类型的压力机来解决这些障碍，这种压力机可以缓慢注入熔融合金。这个过程可以产生更高质量的铸件，并且可以容纳砂芯，但这个过程需要更长的时间。与大多数事物一样，存在权衡取舍，但特斯拉仍然可以选择高压力以提高生产效率，或者选择缓慢注入合金以追求质量和多样性。在目前这个阶段，这仍然是一个悬而未决的问题。
That was a lot so I'm going to give you guys a break from listening to me. Here's a quick video of the process for this 3D printing with sand and these binder jets.
那刚才讲了很多，为了给大家一个休息，我现在放一段快速的视频来展示使用沙子和粘结剂喷射技术进行3D打印的过程。
The binder jet 3D printing process consists of three main stages: pre-processing, printing, and post-processing. Each stage plays a critical role in transforming loose powder materials into solid functional objects.
粘接喷射三维打印过程由三个主要阶段组成：预处理、打印和后处理。每个阶段在将散粉材料转变为实体功能物体中都起着至关重要的作用。
The pre-processing stage begins with preparing the powder. Using high-quality powders is essential for successful binder jet 3D printing. Powders with specific properties, such as particle size and distribution, are selected and prepared to ensure optimal printing results.
预处理阶段始于粉末的准备工作。使用高质量的粉末对于成功进行粉末喷射3D打印至关重要。选择并准备具有特定性质的粉末，例如粒径和分布，以确保获得最佳的打印结果。
Next, the build bed is prepared. The build bed is where the printing takes place. The process takes place a thin layer of powdered material is evenly spread across the build bed using a roller or similar mechanism for accurate printing is crucial to achieve precise control and leveling.
接下来，建立工作台。建立工作台是打印过程发生的地方。这个过程中，使用一个滚筒或类似机制均匀地将一层薄薄的粉末材料涂抹在建立工作台上，精确的打印需要确保精准控制和水平。
Once the build bed has been prepared, it's time for the printing stage to begin. The first step in this stage is the application of the binder. A specialized printing head moves across the build bed depositing the binder onto the powder material. The binder acts as a bonding agent that fuses the powdered materials together.
一旦建造床准备好了，就可以开始打印阶段。这个阶段的第一步是涂敷粘合剂。一个专门的打印头在建造床上移动，将粘合剂沉积到粉末材料上。这个粘合剂起着粉末材料之间熔合的粘合剂的作用。
With the binder applied, the layer by layer build process begins. The build bed moves down by a precise amount and a new layer of powder is spread across the previously printed layer. The printing head then applies the binder to bond the new layer to the previous one. This layering process continues until the entire project is formed, gradually creating a solid 3D printed object.
在涂布剂的作用下，逐层建造的过程开始了。建造床按照精确的距离向下移动，并且在先前打印的层上面铺上一层新的粉末。然后，打印头应用涂布剂将新的层与之前的层粘合在一起。这个分层的过程一直持续到整个项目形成，逐渐创建一个实体的3D打印物体。
After an object is fully printed, it enters the post-processing stage. Starting with the binding, excess binder that is not essential for the structural integrity of the printed object is removed. This can be done through methods like heat or solvent treatment.
在物体完全打印后，它进入后处理阶段。从绑定开始，将不必要的粘合剂从打印物体中去除，以保持结构完整性。这可以通过热处理或溶剂处理等方法实现。
When the excess binder has been removed, we now remain with the 3D printed objects. The final step in the post-processing stage is sintering. Sintering involves subjecting the printed object to high temperatures. This process helps to further bond the powder particles to increase the density and strength of the object.
当多余的粘合剂被去除后，我们现在得到的是3D打印出来的物体。后处理阶段的最后一步是烧结。烧结过程涉及将打印出来的物体置于高温下。这个过程有助于进一步将粉末颗粒结合在一起，增加物体的密度和强度。
After the sintering process, we have a fully functional solid 3D printed object that is ready for use.
在烧结过程结束后，我们得到了一个完全功能的固体3D打印物体，可以直接使用。
So if I'm understanding this correctly, Tesla can basically go through that process many, many times at a much cheaper cost. And once they have the final design, the gigacast that they would like, then they can go and actually turn that into a metal cast.
如果我理解得正确的话，特斯拉基本上可以以更低廉的成本多次进行这个过程。一旦他们得到最终设计，也就是他们想要的超大型铸件，然后他们就可以将其制作成金属铸件了。
A lot of people have been saying that Tesla will cast an entire vehicle, and a 12,000 ton gigapress might be able to do that. However, the words "cast an entire vehicle" are terribly imprecise. It makes for a great headline, but what does it actually mean?
有很多人说特斯拉将铸造整个车辆，而一台重达12,000吨的巨型压铸机可能有能力做到这一点。然而，“铸造整个车辆”这个词组非常不准确。它可以成为一个很棒的标题，但它实际上意味着什么呢？
We run into the same issue with Elon's comments at Giga Berlin. Elon said a full body casting would be unwise, but we don't know what he means by full body casting. It's pretty broad terminology.
我们在吉加·柏林遇到了与埃隆的评论相同的问题。埃隆说全车身铸造是不明智的，但我们不知道他所指的全车身铸造的具体含义。这是一个相当广泛的术语。
And at Tesla's Investor Day when they unveiled this new unboxed process, they did share this screen that had castings with front, rear, and other.
在特斯拉的投资者日上，当他们展示了这个新的非装箱过程时，他们分享了一张屏幕，上面显示有前部、后部和其他部件的铸件。
With regard to Elon saying it would be unwise for a single cast, I'm not saying I think this is the case, but there's always a chance Elon's doing that 4D chess thing here, trying to throw the competition off the scent. So maybe all along Tesla really has been planning to get to this single casting for making vehicles, but Tesla didn't want anybody else to know so that they wouldn't try to do it themselves first because availability of these 16,000 ton gigapress machines will undoubtedly be very limited in the early days.
关于埃隆说单一铸件不明智的问题，我并不是说我认为是这样的，但埃隆可能正在用这种四维国际象棋的方式做事情，试图使竞争对手迷失方向。因此，也许特斯拉一直在计划使用单一铸件来制造汽车，但特斯拉并不希望其他人知道，这样他们就不会首先尝试这样做，因为这种重达16,000吨的巨型压铸机的供应在初期肯定非常有限。
And this is pure speculation on my part and Jo's, but as Jo said, that die shop that he really hasn't been able to explain at Giga Texas, well maybe that has something to do with what's going on. But that's a huge maybe.
这只是我和乔纯粹的猜测，但正如乔所说，在Giga Texas那家他一直无法解释的模具店，也许与所发生的事情有关。但这只是个可能性非常大的假设。
Just keep in mind, Tesla has had plans in the past where certain designs like an exoskeleton for the Cybertruck, but when push came to shove, they ended up getting away from that a bit.
请记住，特斯拉过去曾有一些计划，如给Cybertruck设计外骨骼，但当真正面临挑战时，他们稍稍改变了计划。
With that being said, if there's any company on the planet that I'd be confident could figure this one out, I really do think it would be Tesla. Given everything we know about their material science team, their ties with SpaceX, and their experience in developing these custom alloys already. Not to mention their experience doing single piece gigacasts for front and rear. I like their chances.
话虽如此，如果地球上有任何一家公司有能力解决这个问题，我真的相信那会是特斯拉。考虑到我们所了解的他们的材料科学团队，他们与SpaceX的联系，以及他们已经在开发这些定制合金方面积累的经验。更不用说他们在前后方面已经有了大型铸件的经验。我看好他们的机会。
On LinkedIn, Rohan Ma from Tesla said, "Auto bidder has grown its global portfolio to over seven gigawatt hours of battery storage under direct dispatch. Next year, and their real-time algorithms have already returned over three hundred thirty million dollars in trading profit to early storage investors. And Tesla Auto bidder is hiring for machine learning engineers to keep high-level tabs on the Indonesian market.
在领英上，特斯拉的Rohan Ma表示：“自动投标者的全球电池储能组合已经达到了超过7吉瓦时的直接调度。明年，他们的实时算法已经为早期储能投资者带来了超过3.3亿美元的交易利润。特斯拉的自动投标者正在招聘机器学习工程师，以便密切关注印度尼西亚市场。”
Indonesia has asked Chinese car maker Gilly to help it build a homegrown electric car. by 2025 or 2026 luhut pangitin said i have offered gilly do you want to make cars in indonesia to be an indonesian brand and do the research in indonesia and they said yes
印度尼西亚已经请求中国汽车制造商吉利帮助构建一辆本土纯电动汽车。卢胡特·潘吉廷在2025年或2026年表示，“我已经提议吉利是否愿意将汽车制造在印度尼西亚，以成为一种印尼品牌，并在印度尼西亚进行研究”，而他们回答是的。
poll start two drivers can now watch either prime video or youtube when their vehicle is charging
现在，两位驾驶员可以在车辆充电时观看Prime Video或YouTube。
there's a new online petition from the electric vehicle association calling for gm to promise to offer an affordable all-electric model trying to get gm to keep the chevy equinox around thirty thousand dollars they said gm has failed to deliver on its early ev promises they continuously push back production deadlines and favor high price luxury evs over ones most families can afford not to justify gm's behaviors but given the complexity and fluctuations of all the raw materials and building out a new supply chain for evs it would be pretty tough to figure out the exact price when you're announcing a year or two ahead but the problem arises when the executives actually know there's no chance they can keep that price but they put it out anyway for marketing purposes only to raise it later gm's president mark rois believes their evs will become profitable past 2025 thanks to ultium
有一个新的在线请愿书来自电动汽车协会，呼吁通用汽车承诺提供一款价格实惠的纯电动车型，试图让通用汽车将雪佛兰Equinox保持在大约三万美元左右的价格。他们称通用汽车没有履行早期的电动车承诺，不断推迟生产时间表，并倾向于高价奢华电动车而非大多数家庭能负担得起的车型。不是为了为通用汽车的行为辩护，而是考虑到原材料的复杂性和波动以及为电动车建立新供应链的问题，要在提前一两年宣布确切的价格是相当困难的。但问题在于，高管们实际上知道他们不可能保持那个价格，但他们还是发布了为了营销目的而提高价格的声明。通用汽车总裁马克·罗伊斯相信，由于Ultime技术，他们的电动车在2025年后将变得有利可图。
this is a cool initiative we have voval energy and connected energy teaming up to form a partnership to use second life batteries for battery energy storage they'll use batteries from voval groups electric buses trucks and machines development of their first prototype best may begin later this year and voval energy intends to launch the systems and the european market in early 2025 in the coming years the volumes of returning batteries from first life applications will substantially increase just another talking point for you when your friends tell you that electric car batteries go to the landfill
这是一个很棒的举措，我们有Voval能源和Connected能源合作建立一个伙伴关系，利用二手电池进行储能。他们将使用来自Voval集团的电动公交车、卡车和机械的电池来开发他们的第一个原型机。最早在今年晚些时候可能开始制造，Voval能源计划在2025年初在欧洲市场推出这些系统。在未来几年里，初次使用后归还的电池数量将大幅增加，这是一个对你来说可以与朋友讨论的话题，当他们告诉你电动汽车的电池会流入垃圾填埋场时。
tata motors is now testing some of its electric vehicles for global markets but they don't know which markets yet they said more clarity should come next year we have 66 electric taxis and 60 charging points will be equipped with easelinks conductive charging technology in the e-taxi austria project in biena and grats
塔塔汽车现正在为全球市场测试一些电动汽车，但他们还不知道具体是哪些市场。他们表示，明年将会有更明确的消息。在奥地利的比耐和格拉茨的E-Taxi奥地利计划中，我们将配备66辆电动出租车和60个充电点，使用易能克的传导充电技术。
don't forget check out surf shark linked below it's very affordable and honestly to me really does seem like a no brainer hope you guys have a wonderful day please like the video if you did you can find me on x below and a huge thank you to all of my patreon supporters
不要忘了点击下方链接查看Surf Shark，它非常实惠，而且对我来说真的是不用多想的选择。希望你们都有一个美好的一天，如果你喜欢这个视频，请点赞。你可以在下方找到我，并向所有支持我的Patreon赞助者表示衷心感谢。