First Time in 70 Years / Performance Cybertruck / Toyota's "Serious" EV Plans ⚡️
发布时间 2023-09-22 23:46:30 来源
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Hinrichs Zane: https://twitter.com/HinrichsZane
Tesla sound video: https://www.youtube.com/watch?v=XFY4Fo3MmIk&t=10s&ab_channel=Tesla
Rogan Clip: https://www.youtube.com/watch?v=SWLvqH0aGV8&ab_channel=JRE%2B
Elon on Performance Cybertruck: https://twitter.com/elonmusk/status/1705363066542493951
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00:00 - See Comments on CybertruckP
00:53 - Tesla Legal Hiring
2:04 - Elon on Thailand
2:13 - Tesla Semi Developments
3:48 - Model 3P Speculation
5:05 - Rogan Raves About Cybertruck
6:23 - Model 3+ Ultra Red
6:39 - Tesla Power Trunk Images
6:53 - LFP vs. NCA
7:25 - Giga Austin Expansion
10:22 - Help Me Choose
11:11 - Tesla Audio Engineering
12:34 - V4 Italy
12:51 - Tesla Expands VPP
13:37 - Berlin's Impact
15:03 - We Need Robotaxis
15:47 - Giga Mexico Progress
17:36 - Tesla Magic Dock
17:55 - Autopilot Visualizations
18:29 - Battery Capacity
19:06 - Rivian Playground
19:26 - Nightmare for 30 Years
24:09 - Toyota's Serious EV Plans
25:24 - BYD's Global Expansion
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#TeslaSemi #TeslaNews #Tesla
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Welcome to Electrified, it's your host, Dylan Loomis. Quick shout out to Minuus patron, Eileen F. Thank you for choosing to support the channel. As the lovely Alexandra has said, Tesla is recruiting heavily in legal and government affairs. She said she checks on this regularly and now this is at least 2x the previous listings. The reason this is of significance, if you were to go through Tesla's 10k, their annual reports and look through the legal proceedings, there are always lawsuits going on in the background that aren't always being reported on by the mainstream media.
欢迎来到《电动车解析》，我是主持人迪伦·卢米斯。特别感谢米努斯赞助人艾琳·F。感谢您选择支持本频道。正如可爱的亚历山德拉所说，特斯拉在法律和政府事务方面招聘力度很大。她说她经常查看相关信息，现在招聘数量至少是之前的两倍。这一点的重要性在于，如果您查看特斯拉的10k报告和年度报告，并研究其中的法律诉讼，就会发现背后总是有一些诉讼案件，而这些案件并非总是被主流媒体报道。
Of course, we hear about the big and catchy ones, but just for one example, we have right here from their most recent 10k last year, they're looking into Tesla's waste segregation practices. And it's pretty simple, as Tesla continues to grow and has more customers where things could go wrong and as they develop autonomy, as they disrupt more industries and make more enemies, hire more employees, you get the picture, things will always come up. Tesla will be better able to defend itself now and for whatever is coming down the pike. And maybe also go on the offensive a bit more, remember Elon talking about hiring some street fighters so that could be the situation when warranted.
当然，我们听说过那些大而引人注目的事情，但只举一个例子，根据他们去年最新的10K财务报表，他们正在调查特斯拉的废物分类处理方式。这很简单，随着特斯拉的持续增长和拥有更多的客户，有可能出现问题，以及他们发展自动驾驶技术、颠覆更多行业和招聘更多员工等等，你明白的，事情总会出现。特斯拉现在有能力更好地进行自我保护，并适应未来的挑战。也许他们还会采取更积极主动的方法，记得埃隆谈到过要雇用一些“街头战士”，在必要时会出现这种情况。
Responding to Thailand's Prime Minister talking about their shared vision of a cleaner future, Elon said it was an honor to meet, Thailand has a very exciting future. Heinrich Zayn put together a video on Tesla's semi and the latest developments, I want to share a few key takeaways. What we're looking at here is a sample of the long range version of the Tesla semi. The long range version is a three pack 900 kilowatt configuration and the standard range is a two pack 600 kilowatt configuration. The ones with the black fairings, I've never actually seen them on the highway and I believe they use these to test out inverters, possibly new self-driving software, bus bars. I don't actually see these ever out on the highway.
回应泰国首相谈论我们共同追求更清洁未来的话，埃隆表示很荣幸能够会面，泰国有一个非常令人兴奋的未来。海因里希·赞恩制作了一个关于特斯拉半挂车以及最新发展的视频，我想分享一些重要的观点。我们在这里看到的是特斯拉半挂车的长续航版本的样品。长续航版本是一个三组900千瓦的配置，而标准续航版本则是一个两组600千瓦的配置。那些带有黑色防护罩的车辆，我实际上从未在公路上见过它们，我相信它们可能用于测试逆变器、可能是新的自动驾驶软件、总线条。我从未在公路上见过它们。
Here we go, we get three long range Tesla semis and then the short range Tesla semi and you can clearly see the difference in length and the size of the fairing. Two shifts, probably two to three vehicles Tesla semi is running the same route day after day, six days a week, one day off and the point is they want to stay ahead of the Tesla semi's and in mileage and in order to uncover any issues before Pepsi does. When we're talking about Tesla there's two distinct divisions. There's a Tesla production that uses Tesla semi's to deliver battery packs and drive units from Gig and Nevada to Fremont and that is separate from Tesla engineering which has the task of putting those mini miles on these Tesla semis as they can.
我们开始吧，我们得到了三辆远程行驶的特斯拉半挂车，然后是一辆短程特斯拉半挂车，你可以清楚地看到长度和挡泥板的尺寸差异。两批次，可能是两到三辆特斯拉半挂车每天按照同一路线运行，每周六天，休息一天。他们的目标是超越特斯拉半挂车的里程，并在百事公司之前发现任何问题。当我们谈论特斯拉时，有两个明显的部门。一个是特斯拉生产部门，他们使用特斯拉半挂车将电池组和驱动装置从吉甘和内华达州运送到弗里蒙特，这与特斯拉工程部门是分开的，他们的任务是尽可能多地让这些特斯拉半挂车行驶。
Just a quick note on the possible upcoming Model 3 plaid or performance, there is a lot of speculation right now. People are throwing around an 800 horsepower Model 3 performance. Where's this coming from? Well there's some speculation out there that this new variant could have 275 tires on the rear axle which would be broader than those on the previous Model 3 performance variant. The thought goes if they put wider tires on this vehicle it's because it needs to handle more power. With the horsepower I could be missing something but it looks like this source is just assuming that 800 horsepower could be the number given that the plaid is right around 1000 horsepower on the S. I also saw some folks talking about how this T for the European Model 3 plus certification could be in tri motor but I really don't think that's the case because right next to it it actually says dual motor. All of that to say a performance variant could absolutely be coming at some point I would almost go as far as saying it's likely but in terms of specs and horsepower and all of that it just seems far too early to tell.
关于即将到来的Model 3 Plaid或Performance版本，我只是想简单提一下，目前有很多猜测。人们对Model 3 Performance的功率猜测高达800马力。这个说法从何而来？有人猜测这个新型号可能在后轴上装有275宽的轮胎，比之前的Model 3 Performance广泛型号的轮胎更宽。这个想法是，如果他们给这辆车换上更宽的轮胎，那是因为它需要承受更大的动力。关于功率，可能我漏掉了一些细节，但我看起来，这个消息来源只是假设800马力可能是因为Plaid版S型车目前的功率接近1000马力。我还见过有人讨论关于欧洲Model 3的T型车型和认证，可能是三电机的，但我真的不认为那是这样，因为紧挨着它的实际上写着双电机。这一切都是为了说明，某种性能版本很有可能在某个时候推出，我甚至可以说是很有可能，但在规格和功率方面，现在判断还为时过早。
So yes I want us to keep our expectations in check but if I'm being honest low key I'm really hoping that Tesla does go through with something like this even if it slows down the manufacturing process a little bit. I wanted to just get the Tesla truck just cause I don't know why.
所以是的，我希望我们保持对期望的控制，但老实说，低调地说，我真的希望特斯拉能够实现这样的事情，即使这可能会稍微减慢制造过程。我只是想买特斯拉的卡车，我也不知道为什么。
Oh it looks amazing. Yeah I think more so for the look. Oh it looks amazing. I saw one in real life and I was blown away because the pictures are good but when you're there in real life it's big. Oh it is. It's big and it's stamped steel. Like that's not like a regular door that's a door that can stop a 45 round. Yeah the whole thing is stamped steel and it raises and lowers so it hits a button. It gets up like I think it raises like 16 inches or something crazy like that. I might be wrong but it has insane horsepower. It goes zero to 16 like three and a half seconds. It's a giant thing and a stamped steel. It's a car of the future. When you see it in real life man it's sick. It really does look like something from the future. I mean that looks like a future car. Look at that thing. Like if you were like looking at a movie from 2023 in like 1984 you would think this. Yeah they're gonna have like future looking spacecraft trucks. It's one of the dust. When you see it in real life it's undeniable. You see it in real life like I thought it was cool looking in pictures but you see it in real life like this is one of the coolest things I've ever seen. It's amazing.
哦，这看起来太棒了。是的，我认为它更多的是出于外观考虑。哦，这看起来太棒了。我在现实生活中见过一辆，当时我被震撼到了，因为图片拍得很好，但当你亲身在那里时，你会发现它很大。哦，真的。它非常大，是压铸钢制成的。就像不是一般的门一样，这是一扇能够阻止一颗.45口径子弹的门。是的，整个车身都是压铸钢制成的，它可以升降，只需按下按钮即可。它可以升高约16英寸，或者类似的疯狂尺寸。我可能记错了，但它具有令人发狂的马力。它可以在三秒半内从零加速到16英里。这是一辆巨大的，压铸钢制成的汽车。这是一辆未来的车辆。当你亲眼见到它时，真的很酷。它真的看起来像未来的东西。我是说看那个东西。如果你在1984年看2023年的电影，你会这么认为。是的，他们会有看起来像未来的太空货车。它就像尘土中的一颗明珠。当你亲眼见到它时，无法否认它的酷炫。你在现实生活中看到它时，就像我以前在图片中觉得它看起来很酷一样，但看到它真的就是我见过的最酷的东西之一。太棒了！
Tesla Chan shared some images of the Model 3 Plus in ultra red. This was the first time I had seen this color on the new Model 3. And then just a quick side to side comparison. This car can't come to North America soon enough in whatever colors they choose to give us over here. We also got some pictures of the actual OEM power trunk install from Tesla. This was what we saw in their marketing materials and this is how it actually looks. So yeah definitely a slight bit of a difference.
特斯拉陈分享了一些超红色的Model 3 Plus的图片。这是我第一次看到这种颜色在新的Model 3上。然后只是一个快速的侧面比较。无论他们选择给我们什么颜色，这辆车都应该尽快来到北美。我们还收到了特斯拉实际的原厂动力后备箱安装的照片。这是我们在他们的市场推广材料中看到的，实际上就是这个样子。所以，确实有些微小的不同。
For those in cold weather climates just something to keep in mind Troy tests like shared some data from the EPA that showed us the 2170 cells with the NCA chemistry lose about 12.9% of their energy in cold weather climates. Compare that to a pack using LFP lithium iron phosphate that only loses about 4.5%. To be clear these numbers do not factor in things like heating the cabin. It's just how much energy you can actually pull from the battery in those colder climates.
对于生活在寒冷气候地区的人们，这是一点需要记住的事情：特洛伊进行了一些测试，分享了美国环保署提供的数据，显示使用NCA化学组成的2170型电池在寒冷气候地区会损失约12.9%的能量。相比之下，使用锂铁磷酸铁（LFP）电池组的能量损失只有约4.5%。需要明确的是，这些数据并未考虑诸如加热驾驶舱等因素，仅仅反映了在这些寒冷气候中你实际能从电池中获取的能量量。
We've known that giga Austin was set to expand pretty significantly with Cybertruck production but we actually get a lot more color from this article. Right now Tesla employs more than around 20,000 people at Gigataxis making it the second largest private employer in the region. However once they rent production of the Cybertruck that number is expected to triple to around 60,000 employees. This according to Jason Shahan Tesla director of manufacturing at Gigataxis. Jason just gave a fairly rare keynote address in Austin. Shahan took on his role at Gigataxis after previously working at Ford. He said so far the biggest struggle has been the company's mass hiring. With 20,000 employees on site daily with workers coming from far reaches of the metro area. We essentially brought in a ton and a ton of people the company didn't have enough parking for workers to fix the issue the company is now building a parking garage near the factory. As Joe Tett Meyer said if you're wondering where the new multi-level garage will be he shared this image so here's the factory here's some employee parking and the garage is set to go right here. The sheer magnitude of Tesla's employee base also means the company needs to be mindful of company culture and safety. With this expansion Tesla is set to become one of the largest employers in central Texas. Right now they rank behind only grocery chain H.E.B. Tesla is installing a melt center so it can reuse casting scraps and it plans to do the same with old wheels that can become the front underbody of the car. They're also looking into how to reuse minerals from battery packs which could be a market for the EV space eventually.
我们已经知道吉卡奥斯汀工厂计划通过生产Cybertruck来进行重大扩展，但是从这篇文章中我们得到了更多信息。目前，特斯拉在吉卡奥斯汀工厂拥有超过20,000名员工，使其成为该地区第二大私人雇主。然而，一旦他们开始生产Cybertruck，预计这个数字将增加到约60,000名员工。这是特斯拉制造总监杰森·莎汉的说法。莎汉在奥斯丁罕见地发表了主旨演讲。莎汉此前曾在福特工作，他表示，到目前为止，公司面临的最大挑战是大规模招聘。每天在现场工作的员工达到20,000人，其中一些员工来自大都市区的远处。为了解决这个问题，我们实际上引入了大量人员，但公司没有足够的停车位。为了解决这个问题，公司正在工厂附近建造一个停车场。正如乔·泰特迈尔所说，如果你想知道新的多层停车库将建在哪里，他分享了这张图片，工厂在这里，这里是一些员工停车位，停车库就设在这里。特斯拉员工规模的庞大也意味着公司需要牢记公司文化和安全。通过这次扩张，特斯拉将成为德克萨斯州中部地区最大的雇主之一。目前，他们仅次于连锁超市H.E.B。特斯拉正在安装一个熔化中心，以便回收铸件废料，并计划对旧车轮进行同样的处理，以便用于车辆的前底盘。他们还在研究如何回收电池组中的矿物质，这可能成为未来电动汽车行业的一个市场。
As we've mentioned Tesla is doing line upgrades to increase the output of model wise. The article also shared this memo that Elon had sent to his employees focusing on progress, precision and profit. So if you'd like to read it you can go ahead and pause the screen here or take a screenshot. But on X I did provide some quick bullet points get rid of large and excessive meetings, leave meetings if you're not adding value, don't use acronyms and jargon, direct communication across departments, get rid of the chain of command and pick common sense as your guide. And as Elon says if following a company rule is obviously ridiculous in a particular situation such that it would make for a great Dilbert cartoon then the rule should change.
正如我们之前提到的，特斯拉正在进行线路升级，以增加整体车型的产量。文章还分享了埃隆发给员工的备忘录，重点关注进展、精准度和利润。所以如果您想阅读，可以继续阅读或者截屏。但关于X，我提供了一些快速的要点：摆脱庞大和过多的开会，如果你没有为会议增加价值，就离开会议；不要使用缩写词和行话，部门间进行直接沟通，摆脱命令链，以常识为指导。正如埃隆所说，如果在特定情况下遵守公司规定显然是荒谬的，以至于会成为一个很棒的《迪尔伯特漫画》，那么规定应该改变。
But here's a story that Jason shared that really encapsulates the essence of Tesla. He said most people would start building a building, then install the robots and then have the cars designed and start building. But with Tesla we were doing everything at once. He actually launched the new gigacasting for the front structure and so we were putting the body robot lines in without the roof on the building. Two June's ago it was the wettest June in Austin. Every night we were out there with squeegees trying to get the water away from the robots.
这里有一个故事是Jason分享的，真正概括了特斯拉的本质。他说大多数人会先建造建筑物，然后安装机器人，设计汽车，然后开始生产。但是特斯拉我们三者同时进行。实际上，他推出了新的超级铸造技术，我们正在没有建筑物屋顶的情况下安装车身机器人生产线。两年前的六月，奥斯汀降雨最多。每天晚上我们都在那里用拖把试图将水从机器人身上清除。
Tesla doing incredible things for employment, for the economy and the supply chain and yet still minimal acknowledgement from the government. I thought Tesla's new help me choose page on their website was pretty ironic. It's essentially a quiz that helps you figure out what Tesla might be best suited for your needs when they only have four options to select from in the first place. So real quick I'll just click through this so you can see what it's all about. You can choose SUV, we'll go next, how far do you drive each day, how will you use your new vehicle, select all that apply. That sounds good. What do you want most from your next vehicle and they recommend me a Model X all wheel drive. I'll click over, it also mentions the plaid and one more time it has a little bit on why go electric. So for us it might seem a little silly but for the general public who really is starting from the ground level, hopefully it's a little helpful.
特斯拉在就业、经济和供应链方面做出了不可思议的贡献，但却得到政府的很少认可。我认为特斯拉网站上的新的“帮助我选择”页面相当具有讽刺意味。它其实是一个问卷，帮助你找出特斯拉可能最适合你需求的车型，但一开始只有四个选项可供选择。所以我只需要快速浏览一下，让你了解一下这个页面是怎么回事。你可以选择SUV，然后点击下一步，你每天开车行驶多远，你将如何使用你的新车，选择所有适用的选项。听起来不错。你最想从你的下一辆车中得到什么？然后他们推荐给我一辆全轮驱动的Model X。我点击了进去，它还提到了Plaid，还有一点关于为什么选择电动车。对于我们来说可能有点傻，但对于真正从零基础开始的普通大众来说，希望它能有点帮助。
Tesla released a new video sharing some engineering insights into their sound system that a lot of people do rave about. Most of the complaints that I've seen are about the sound in the back seat but it sounds like people just being a little nitpicky. It'll be below if you want to check out the full thing but there is one clip I wanted to play. This is Tessie, our head and torso simulator. It's used to tune telephony. It has a speaker in the mouth and microphones in the ears so it can acoustically do everything a human could do. The measurements are done first and then in the second level we really listen to it and do fine adjustments. So most people spend time in their cars listening to music but Tesla is special because they also have video and gaming capabilities. Very few cars currently let you do that. With the subwoofer and the woofer in the car, the effects of watching the movie it sounds much bigger than the screen or the car so people definitely enjoy it. I think the really unique thing is the amount of design and development that we do in house. When I first started driving and was growing up it was literally all about the sound system and the interior ambiance for me. So to see Tesla doing so much in-house engineering work on the sound system, I love to see it.
特斯拉发布了一个新视频，分享了一些关于他们的音响系统的工程见解，许多人对此赞不绝口。我看到的大部分抱怨都是关于后座的声音，但听起来人们只是有点挑剔。如果你想要查看完整内容，下方会有视频，但我想播放一段。这是我们的头部和躯干模拟器“特西”。它用于调节电话系统。它的嘴巴里有一个扬声器，耳朵里有麦克风，因此它在声学上能做到人类能做的一切。首先进行测量，然后在第二层次上我们真正听到它并做微调。大多数人在车里花时间听音乐，但特斯拉很特别，因为他们还有视频和游戏功能。目前很少有车能让你这样做。有了车里的低音炮和中音炮，在观看电影时的音效听起来比屏幕或车辆要大得多，所以人们肯定会喜欢。我认为真正独特的是我们在内部进行了大量的设计和开发工作。当我开始开车并长大后，对我来说只关心音响系统和室内氛围。所以看到特斯拉在音响系统方面做了这么多内部工程工作，我很高兴能看到。
We have Esther reporting the first V4 Supercharger has opened in Italy located southeast of Rome, southeast of Italy but this station does appear to have some V4 and some V3. So perhaps one of the first blended supercharger stations that we've seen.
我们有Esther报告，第一座V4超级充电站在意大利下拉西南部开放，该站位于罗马东南偏南地区，在意大利的东南部。但是，该站似乎既有一些V4充电桩，也有一些V3充电桩。因此，这可能是我们见过的第一批混合使用的超级充电站之一。
Tesla's virtual power plant is now expanding to also include San Diego gas and electric utility customers. So now Tesla Powerwall owners in San Diego can join this VPP right through the mobile app. So right now Tesla is working on rolling out its virtual power plant program in Texas, South Australia, San Diego, Puerto Rico, and California. And quickly checking in on the VPP in California you can see as of the end of July of this year the number of homes in this program has crossed 7,700. In 2022 alone in California this VPP contributed 577 megawatt hours during grid events providing around 116 megawatt hours of potential backup energy per event.
特斯拉的虚拟电厂现在正在扩展至包括圣地亚哥的煤气与电力公司的客户。因此，现在圣地亚哥的特斯拉Powerwall所有者可以通过移动应用加入该虚拟电厂计划。目前特斯拉正在努力推出其虚拟电厂计划，并在得克萨斯、南澳大利亚、圣地亚哥、波多黎各和加利福尼亚进行推广。对于加利福尼亚的虚拟电厂计划，截至今年7月底，参与该计划的住宅数量已经超过了7700个。仅在2022年，加利福尼亚的虚拟电厂计划在电网事件中提供了577兆瓦小时的能量，每次事件提供了约116兆瓦小时的备用能源。
A new article from RBB24 says Brandenburg has the strongest economic growth in the country and we know whose factory is in Brandenburg. They start off by saying the German economy is weakening but in Brandenburg the situation is completely different.
一篇RBB24的新文章称勃兰登堡州在全国拥有最强的经济增长，而我们知道在勃兰登堡州有一家工厂。文章首先提到德国经济正在走弱，但在勃兰登堡州的情况完全不同。
This growth in Brandenburg was primarily driven by the automotive industry. And York Steinbach has said he sees Tesla as a driving force behind this growth. In recent years this area has developed into the industry with the highest sales and employment in the state of Brandenburg which is largely due to the ramp up of production at Tesla.
这种在勃兰登堡地区的增长主要是由汽车行业推动的。约克·斯坦巴赫表示他认为特斯拉是这个增长的推动力。近年来，这个地区已经发展成为勃兰登堡州销售额和就业人数最高的产业，而这很大程度上是由特斯拉的生产扩张所带来的。
But it's not just the company but also the grown supply industry and the battery materials industry aka the supply chain that follows Tesla wherever it goes. He continued many suppliers have settled in Brandenburg and formed a value chain around this new industry. A growth core is being created here that will bring a boost and new prosperity to the entire region. This right here is exactly why people around the world are clamoring to have Elon and Tesla setup shop in their home markets.
不仅仅是该公司，还包括与特斯拉紧随其后的成长供应行业和电池材料行业，即供应链。他继续说，许多供应商已在勃兰登堡州安家落户，并围绕这个新兴产业形成了一个价值链。这里正在形成一个增长核心，将为整个地区带来推动力和新的繁荣。这正是全世界人们为何迫切希望埃隆和特斯拉在他们的本土市场设立业务的原因。
Keep in mind these numbers could be even better if we didn't have the inflation reduction act taking some of the 4680 focus from Berlin away from that location that has since been moved to Austin. It's also been reported that Gigabrelin has been hampered by some labor shortages so it's not like Gigabrelin is firing on all cylinders. It's still ramping but it could be even better and eventually it will be.
请记住，如果没有通胀减少法案将一部分4680电池产能从柏林转移到奥斯汀，这些数字可能会更好。据报道，Gigabrelin也遭遇了一些劳动力短缺问题，所以并不是说Gigabrelin的表现十分出色。虽然它还在逐步提高产能，但仍然有改进的空间，而且最终会变得更好。
This video was shared on X of the Uber and Lyft pickup area at the airport as you can see super long lines. The last time I traveled I rented a Tesla from Hertz in Orlando. If I'm being honest the experience was subpar at best. At first they said they didn't even have the Tesla that I rented. They were going to give me an entirely different car. That story aside the reason I'm sharing this is because my mind immediately goes to thinking about bots with little next-gen robotaxies just sitting there waiting for these people to go right in, plug in their destination and be off. So the fact that most likely most of these people standing in these lines have no idea about FSD or that Tesla is trying to solve the problem is why we need to keep telling people about what's going on and what's coming.
这个视频在X上分享了Uber和Lyft在机场的乘车区域，你可以看到长长的队伍。上次我旅行的时候在奥兰多从Hertz租了一辆特斯拉。老实说，这次体验最多也就是中规中矩。开始他们说他们甚至没有我预订的特斯拉。他们打算给我完全不同的车。抛开这个故事不说，我之所以分享这个视频，是因为我立刻就会想到那些装着未来机器人出租车的机器人在那里等着这些人坐进去，输入目的地然后出发。事实上，大部分站在这些队伍中的人可能对全自动驾驶或者特斯拉正在解决这个问题都不知情，这就是我们需要继续告诉别人正在发生和即将发生的事情的原因。
Tesla's environmental impact permits have been approved by the government in Mexico. So now Tesla is going to have to comply with some regulations that are set forth by these agencies. Level number one Tesla will not be allowed to clear the entire site at once and will only be allowed to clear the property in stages. Tesla can only clear land that is required for the current construction. Then Tesla can clear subsequent areas as the construction continues to expand. To clear and level certain parts of the land they said Tesla has to use a high powered explosive which hopefully a drone operator captures on video.
特斯拉在墨西哥政府已获得环境影响许可。因此，特斯拉将需要遵守这些机构制定的一些规定。首先，特斯拉不允许一次性清理整个现场，只能分阶段清理产业。特斯拉只能清理当前建设所需的土地，随着建设的不断扩大，特斯拉才能逐步清理后续区域。为了清理和平整土地的某些部分，他们表示特斯拉必须使用高功率爆炸物，希望无人机操作员能拍摄到这个过程的视频。
Tesla will also have to ensure that native trees located in areas where construction don't take place be protected and not removed. Tesla must ensure that at least 500 native trees will be preserved or replanted in the area. Tesla must also create a dust control plan to minimize the impact construction we'll have on air quality in the region. Now Tesla has 26 months to begin construction but there are still some other permits Tesla has to have in hand before they can actually begin construction. One of which is the land use permit which is still awaiting approval.
特斯拉还必须确保在建筑不会发生的地区，原生树木得到保护不被移除。特斯拉必须确保至少保留或重新种植500棵原生树木。特斯拉还必须制定一份控制灰尘的计划，以减少施工对该地区空气质量的影响。现在，特斯拉还有26个月才能开始建设，但在实际开始建设之前，特斯拉还需要获得其他一些许可证。其中之一是土地使用许可证，目前仍在等待批准。
If you're wondering this is the actual source where all of that information just came from. Unfortunately the video is in Spanish and the English translation is questionable at best. And we'll call this two years. Personally I took that part to mean that Tesla would not be able to begin construction for another two years and two months. Not that any time in the next two years Tesla is able to begin construction. So it's possible we don't see construction of Giga Mexico the factory itself begin until toward the end of 2025. Meaning production maybe not until the end of 2026. But again that could work out really well. Hopefully we see some early next gen production at Giga Austin well before that.
如果你想知道，这就是刚才所有信息的来源。不幸的是，视频是西班牙语的，英文翻译充其量是可疑的。而我们将这称为两年。就个人而言，我认为这部分意思是特斯拉需要再过两年零两个月才可以开始建设，而不是在接下来的两年任何时间都能开始建设。所以可能直到2025年末我们才会看到Giga Mexico工厂本身的建设开始，意味着生产可能要等到2026年末。但同样，这可能会很好地发展。希望我们在此之前可以看到一些Giga Austin的早期新一代产量。
From drive Tesla Canada they pointed out that a Tesla magic dock station has been installed in Alaska. It's on all eight of the V3 supercharger stalls at this location. Today we've seen magic dock locations in New York, Canada, Texas, California and now Alaska.
来自特斯拉加拿大的消息称，阿拉斯加已安装了一台特斯拉魔法充电桩站。该充电站位于该位置的所有八个V3超级充电桩。如今我们在纽约、加拿大、德克萨斯、加利福尼亚以及阿拉斯加都能看到魔法充电桩的位置。
Not a Tesla app is reporting that with software dot 32 dot four Tesla is bringing some of the FSD visualizations to the regular autopilot. They said the vehicle will now determine the width height and length of each vehicle in the surroundings and the size of the 3D model appropriately in the visualization where before they use static 3D models.
特斯拉应用软件发布消息称，特斯拉将在软件版本32.4中将一些完全自动驾驶(FSD)的可视化功能引入普通自动驾驶模式。据称，车辆现在将能够确定周围每辆车的宽度、高度和长度，并在可视化中适当调整3D模型的大小，而以前它们使用的是静态的3D模型。
One example of the visualization coming to autopilot the open door visualization. The door will be displayed in the vehicle's standard gray color unless autopilot determines the door is in the vehicle's course which it will then highlight in orange.
一个可视化的例子是自动驾驶的开门可视化。除非自动驾驶确定门处于车辆的行驶路线上，否则门会以车辆的标准灰色显示，一旦确定门位于车辆的行驶路线上，它会以橙色高亮显示。
From benchmark they're saying lithium battery capacity is set to grow fourfold by the end of the decade but the industry has to overcome cost and quality issues as it expands outside of Asia. And they said more than a third of this production set to come online is tied to or coming from producers that are untested or unqualified. So something to keep in mind but they did say that North America's percentage of this battery supply capacity is set to increase to 14.7% by the end of the decade from 6% last year and that China is on track to maintain its dominance as the world's top sell producer with 68% share in 2030.
从基准测试来看，他们表示到本十年末，锂电池容量预计将增长四倍，但随着其在亚洲以外地区的扩展，该行业必须克服成本和质量问题。他们还表示，超过三分之一的这些新增产能与未经测试或不合格的生产商有关。所以这是需要记在心里的一点，但他们确实说，北美的电池供应能力在本十年末将从去年的6%增加到14.7%，而中国将继续保持作为世界顶级电池生产商的主导地位，2030年占据68%的市场份额。
Rivian just opened a new retail store in Brooklyn and they said think playground not showroom. You're welcome to jump in and on our vehicles at this showroom you can also purchase some of their adventure gear. So if you're in the area you can schedule a demo drive and they have experienced specialists on hand to answer everybody's questions.
Rivian刚刚在布鲁克林开设了一家新的零售店，他们表示这是一个游乐场而非展厅。在这个展厅里，您可以自由体验我们的车辆，还可以购买一些冒险装备。因此，如果您在该地区，您可以安排一个展车试驾的时间，而且我们有经验丰富的专业人员随时可以回答所有人的问题。
We get a pretty big update for the UAW strikes. They will expand their strikes against GM and Stellantis but they said they have made real progress in talks with Ford.
我们得到了关于UAW罢工的一项相当重要的更新。他们将会对通用汽车和斯泰里特公司进行更大规模的罢工，但他们表示与福特的谈判取得了实质性进展。
The UAW will begin strikes against 38 parts distribution centers across the United States at GM and Stellantis at noon today. The additional facilities will add about 5600 workers to the 12700 already on strike.
美国汽车工人联合会（UAW）将于今天中午开始对通用汽车（GM）和斯特兰蒂斯（Stellantis）在全美38个配件分销中心进行罢工。这些额外的设施将使原本的12700名罢工工人增加约5600人。
Sean Fane said that by targeting distribution centers this turns the strike into a nationwide event. He said the way to fix the frustrating customer experience is for the companies to end price gouging. We will be everywhere from California to Massachusetts from Oregon to Florida. Stellantis and GM in particular are going to need some serious pushing.
Sean Fane表示，通过将目标指向分销中心，这将使罢工成为全国性事件。他表示，解决令人沮丧的顾客体验的方法是让企业停止价格不正当竞争。我们将会遍布从加利福尼亚到马萨诸塞，从俄勒冈到佛罗里达的地方。Stellantis和GM尤其需要进行严厉压力。
They have more work to do at Ford but we do want to recognize that Ford is showing their serious about reaching a deal. Stellantis has said it wants to be able to consolidate and close some of its parts distribution centers. Fane said Ford had improved its contract offer including boosting profit sharing and agreeing to let workers strike over plant closures but said the union still has serious issues with Ford. Ford also agreed to convert temporary employees with at least 90 days employment to full time upon ratification of a deal. Ford said it is continuing to negotiate adding that we have more work ahead of us before we can reach an agreement.
他们在福特公司还有更多的工作要做，但我们确实要承认福特表现出了他们想要达成协议的决心。斯泰兰蒂斯表示希望能够合并并关闭一些零部件配送中心。范恩表示，福特改进了他们的合同提议，包括提高利润分享份额，并同意让工人罢工反对工厂关闭，但他说工会对福特仍然有重大问题。福特还同意在达成协议后将至少拥有90天就业经验的临时雇员转为全职员工。福特表示他们正在继续谈判，但在达成协议之前我们还有更多的工作要做。
It should be noted though this wider strike will still not directly impact the bigger guns like the Chevy Silverado and Stellantis's Ram.
需要注意的是，尽管这次更广泛的罢工仍不会直接影响雪佛兰Silverado和斯泰茨拉斯的Ram等大块头车型。
I like how Dan Ives put it he said this strike is going to get a lot nastier. The current deal is a torpedo to the business models of the Detroit 3. To take a deal just to avoid a strike and to get it done is great for the next 24 hours but a nightmare for the next 30 years.
我喜欢丹·艾维斯的表达方式，他说这次罢工会变得更加恶劣。目前的协议对底特律三巨头的商业模式来说是一记重创。为了避免罢工并尽快结束，接受这个协议对未来的24小时来说是好事，但对未来30年来说就是一场噩梦。
S&P has said the strikes were highly likely to last several weeks potentially cutting third quarter US GDP by 0.4% and causing upheaval across the global automotive supply chains.
标准普尔表示，罢工高度可能持续几周，潜在地将导致美国第三季度国内生产总值减少0.4%，并对全球汽车供应链造成动荡。
The companies have been around 19 to 20% in their offer it's not enough it's not going to get where we need to be and you know when we get to that point you know we'll make that decision but ultimately it's the members decision they're going to make that decision no matter what we bring to the membership this is their contract they're going to have the final say.
公司在报价上只有19%到20%，这并不足够，不会达到我们需要的目标。当我们达到那个节点时，我们会做出决定，但最终决定在会员手中，不论我们向会员提供什么，他们将决定最终结果。这是他们的合同，他们将拥有最终的决定权。
We came out and said where where's the need to be figures Sean I didn't hear that I'm sorry. Where's the need to be figure meaning are you still at 40 or when you say they need to get where we need to be. They're going to depend on a lot of things it's going to depend on cost of living it's going to depend on retirement security it's going to depend on several issues and right now we are nowhere on several of those issues with the company so all those things play into the final decision so.
我们出来说了，需要成为数字的地方是什么，Sean，我没听到，对不起。需要成为数字的意思是，你还在40岁吗？或者你说我们需要到达的地方是什么？这将取决于很多因素，包括生活成本、退休保障等几个问题。目前，我们在这些问题上还一无所知，所以所有这些因素都会影响最终决定。
Are the negotiations contentious or is there a friendly dialogue? I mean I wouldn't call it friendly I mean we have we have an objective we have a membership to represent we're going to represent their interest and you know we're going to do whatever we have to do to get it.
谈判是激烈的还是存在友好对话？我的意思是，我不会说很友好，因为我们有一个目标，有一群要代表的成员，我们会代表他们的利益，而且，无论怎样，我们会竭尽所能去实现这个目标。
How far do you think the gap is between GM and Scalantis right now? It's pretty big. Most of our members can't even afford to buy what we make and so this is about way to 6% pay increases in the last four years inflation went up almost 20 we're going backwards.
你认为现在通用汽车公司（GM）和斯卡兰蒂斯（Scalantis）之间的差距有多大？相当大。我们大多数会员甚至买不起我们生产的产品，所以这是关于我们在过去四年中薪资增长了不到6%，而通胀率则上涨了近20%，我们正在倒退。
You may have also seen part of the UAW strategy aims to damage the company's reputation and to keep them wounded for months. The union's goal is to extract gains from automakers by pitting them against one another instead of using the pattern bargaining approach of past negotiations. This strategy has added to the concerns among the companies that the union has not been bargaining in good faith according to two sources with knowledge of the matter.
你可能还注意到，美国联合汽车工人工会（UAW）的一部分策略旨在损害该公司的声誉，并使其受伤数月之久。该工会的目标是通过让各汽车制造商相互对抗，而不是采用过去谈判中的常规谈判方式，来获得对工人的利益提取。据两位知情人士透露，这一策略增加了公司们的担忧，认为该工会并没有按照公正的原则进行谈判。
Apparently these comments were posted in a group chat on X by the UAW communications director and Stalantis has called this incredibly disturbing. The UAW director then said they were private messages you shouldn't have and Sean Fane said a shame on the corporations for putting that stuff out there. Ford's communications chief said it's disappointing to say the least given what is at stake for our employees, the companies and this region. GM striking a bit different of a tone saying it's now clear that the UAW leadership has always intended to cause months long disruption regardless of the harm it causes to members and their communities. The leaked info calls into question who's actually in charge of UAW strategy and shows a callous disregard for the seriousness of what is at stake. And Stalantis said these reported comments made by the UAW communications director are incredibly disturbing and strongly indicate the UAW's approach to these talks is not in the best interest of the workforce. In one of those private messages a UAW representative said they can basically price in an all out strike but if we can keep them wounded for months they don't know what to do. Again we're breaking pattern and they're bargaining against each other for the first time in 70 years. So yep things are certainly heating up.
显然，这些评论是由UAW通讯总监在X的群聊中发布的，而Stalantis称其为极其令人不安。UAW总监随后表示，这些是私人信息，你不应该拥有，而肖恩·费恩则表示，企业公开那些东西很可惜。福特的通讯总监表示，鉴于我们员工、公司和该地区所面临的利益，这是令人失望的至少行为。通用汽车的口吻有些不同，表示现在已经清楚，UAW领导层一直打算造成长达数月的动乱，不管这对成员和他们的社区造成了多大伤害。泄露的信息引发了对谁真正掌控UAW战略的质疑，并展现了对局势严重性冷漠的态度。Stalantis表示，这些据报道的UAW通讯总监的评论令人极度不安，并且强烈表明UAW对这些谈判的方式不符合劳工的最佳利益。在其中一条私人信息中，一位UAW代表表示，他们基本上可以给予全面罢工的价格，但如果我们能让他们受伤数月，他们不知道该怎么办。再次打破惯例，他们在70年来首次彼此进行谈判。所以是的，情况确实正在加剧。
Toyota plans to triple electric vehicle production in 2025 from its 2024 plan. The automaker has notified major part suppliers of its plans to boost production of Toyota and Lexus brand EVs to 600,000 units in 2025. The target for 2024 is 190,000 while Toyota sold 24,000 EVs last year. The EV target for this year is 150,000. But for 2025 their new EV targets still only make up 5 to 6% of all of the vehicles they're set to produce. Toyota is rolling out a new EV Hilux model in Thailand and electric SUVs in China in the US next year. In the US batteries for the EVs will be primarily produced at a dedicated plant scheduled to start operation in 2025. They're also looking to get batteries from CATL, BYD and LG. Toyota plans to introduce a next generation EV platform starting with Lexus models in 2026 using gigacasting equipment. Toyota hopes to sell 3.5 million EVs in 2030 of which 1.7 million will be on this new platform. But their overall strategy remains to value all power sources. And yes you better believe this has been added to the prediction tracker.
丰田计划于2025年将其2024年计划中的电动车生产量增加两倍。该汽车制造商已向主要零部件供应商通知，计划在2025年将丰田和雷克萨斯品牌的电动车生产量提高到60万辆。2024年的目标是19万辆，而去年丰田销售了2.4万辆电动汽车。今年的电动车销售目标为15万辆。但到2025年，他们的新电动车目标仍然只占他们计划生产的所有车辆的5%至6%。丰田计划在泰国推出新的电动皮卡车型，并于明年在中国和美国推出电动SUV。在美国，电动车的电池主要将在预计于2025年开始运营的专用工厂中生产。他们还计划从CATL、比亚迪和LG获得电池。丰田计划从2026年开始，使用巨型铸造设备推出下一代电动车平台，首先应用于雷克萨斯车型。丰田希望在2030年销售350万辆电动车，其中170万辆将采用这个新平台。但他们的总体战略仍然是重视各种能源来源。是的，你最好相信这已经被添加到了预测追踪器中。
BYD is continuing its aggressive push into global markets. They just launched the dolphin into Mexico. BYD is now in Japan, South America, Australia, India and some others and it's the top selling EV maker in Thailand, Brazil, Colombia and Israel. As Cindy Monroe likes to say, the Chinese are still coming. Hope you guys have a safe and wonderful weekend. Please take a second to 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.
比亚迪正在继续在全球市场的积极推进。他们刚刚将“海豚”电动车推向了墨西哥市场。目前，比亚迪已进入了日本、南美洲、澳大利亚、印度等一些国家，并且在泰国、巴西、哥伦比亚和以色列是畅销的电动车制造商。正如辛迪·蒙罗所言，中国品牌仍在持续崛起。希望大家度过一个安全愉快的周末。如果你喜欢这个视频，请花一秒钟点击“赞”，你可以在下方的链接中找到我，并衷心感谢所有我的赞助者。