Tesla “Beaten” to Autonomy by Mercedes, Confusing Casting Report, Apple Car

Hey everybody Rob Maior here today we've got a pretty random assortment of Tesla news including an announcement from Mercedes that actually plays into autonomy. We'll talk about that. We've got interesting updates on casting, not really updates but more of reports that will clarify and a few other items as well.

大家好，我是罗布·迈奥，今天我们有一些关于特斯拉的非常杂乱的新闻，其中包括梅赛德斯的一项宣布，实际上与自动驾驶相关。我们将会谈论这个。我们还有有关铸造的一些有趣报道，虽然不算更新，但会进一步澄清情况，还有其他几个项目。

Alright, starting off with this stock, Tesla today, a little bit rougher of a day down 9 tenths of a percent closing at $242 even, rougher in comparison with the broader markets as we talked about yesterday and overperformance despite the decline, but today the NASDAQ up to 10% of a percent so we're getting a little bit of a rebalancing with an underperformance from Tesla today.

好的，从特斯拉这支股票开始，今天稍微有些不太好，下跌了0.9%，收盘价为242美元，与我们昨天谈到的整体市场相比可能会更糟糕。尽管出现了下跌，但相对来说表现还算不错。今天纳斯达克指数上涨了0.1%，所以我们可以看到特斯拉今天表现较差，有一些重新平衡的迹象。

Alright, first thing here, I just want to quickly touch on a note from Adam Jonas, a little bit more relevant to maybe the stock. Jonas did release a note today, obviously Morgan Stanley, talking about the UAW strike and maybe the relevance that that might have to Tesla and just the changes in the environment, kind of touching on what we had talked about yesterday actually, with Tesla being a bigger market share now than it was back in 2019 when negotiations were last held for the UAW. Which we covered at that time as well, but basically just mentioning that the dynamics are a little bit different now, there's a little bit more pressure put on both sides of the both parties here, the UAW and the automakers due to Tesla's growth and the market share that they're taking and the implications that this has for the EV industry in general. So nothing that we haven't really talked about, but just kind of trying to be aware of what information is going out there to institutional investors from notes like this.

首先，我想快速提一下亚当·乔纳斯的一份笔记，可能与股票有一些相关性。乔纳斯今天发布了一份笔记，当然是摩根斯坦利的，讨论了UAW罢工对特斯拉可能产生的影响，以及环境的变化，碰巧与我们昨天讨论的话题有些相关，即特斯拉现在的市场份额比2019年进行UAW谈判时要大。我们当时也有涵盖到这个话题，但基本上只是提到现在的情况有所不同，对双方（UAW和汽车制造商）施加了更多压力，这是由于特斯拉的增长以及他们所占据的市场份额，以及这对整个电动汽车行业的影响。所以这些都不是我们之前没有谈论过的内容，只是试图了解通过这样的笔记向机构投资者传递了哪些信息。

Now getting into something that got a lot of attention over the last 18 or 24 hours since yesterday's episode, there was sort of a series of reports from Reuters talking about Tesla casting and the Reuters report was based on a report coming out of I believe out of China from the Shanghai security news that was talking about how Tesla was doing sort of underbody casting is how it was reported by Reuters.

现在我们来谈谈在过去18至24小时内引起了很多关注的事情，因为昨天的一集节目，路透社发表了一系列关于特斯拉铸造的报道，而这些报道是基于来自中国上海证券新闻的报道。上海证券新闻提到特斯拉正在进行底盘铸造，这是路透社的报道所称。

Obviously, a couple of weeks ago we had a report from Reuters talking about how Tesla was working on developing that for the next generation vehicle, but this report was specific to the Model Y and to Gigashang High. So what actually ended up happening with this report is Reuters ended up revising it so we can see the corrected Reuters headline here on Yahoo Finance and they say that rather than the initial report, which said that they were working on this underbody one piece casting, the new report just says that Shanghai plant produces Model Y vehicles with cost cutting methods.

显然，几周前路透社发布的一篇报道提到特斯拉正在开发下一代车辆，但该报道只针对Model Y车型和Gigashang High工厂。实际上，路透社对这篇报道进行了修订，我们可以在Yahoo Finance上看到修正后的标题，报道称特斯拉上海工厂采用成本削减方法生产Model Y车辆，而不是最初的报道说他们正在开发底盘一体浇铸技术。

And then if we actually look at the report, they say that those cost cutting manufacturing methods include integrated casting for the Model Y's rear production, which is something that has obviously been happening for a long time. So there's really nothing new here. I think Reuters kind of pigeonholed themselves with the initial report and then kind of corrected it to a report that really isn't, again, anything new.

然后如果我们实际看一下报告，他们说这些成本削减的制造方法包括Model Y后部生产的整体铸造，很明显这是一直在进行的。所以这里实际上没有什么新东西。我认为路透社在最初的报道中陷入了困境，然后对一份并没有任何新内容的报告进行了修正。

If we actually go to the initial report that this Reuters report was based on, this is in translation, of course, let me zoom in a bit here. But the initial report says that at the same time, relevant people close to Tesla revealed that Tesla is accelerating innovation, upgrading the integrated die casting technology to version two and die casting almost all complex body, all complex body bottom parts of electric vehicles into a hole.

如果我们实际去看这篇路透社报告所基于的初始报告，这是翻译的结果，当然，让我稍微放大一下看看。但是初始报告指出，与此同时，接近特斯拉的相关人士透露，特斯拉正在加快创新，将综合压铸技术升级到第二版，并将几乎所有电动车复杂底部的复杂车身部件压铸成一个整体。

So the report is, I think, kind of mixing a few different things. It's talking about how Tesla is using castings already, talking about how they're upgrading that to version two. We don't know exactly from this report what version two is if that has to deal with something that they're doing with Model Y, or if that's just alluding to what Reuters had previously reported that Tesla's working on sort of that single piece casting. So it's a little bit vague there.

我认为，这份报告把几个不同的事情混在了一起。它谈到特斯拉已经在使用铸件，并且正在升级到第二版本。从这份报告中，我们无法确定第二版本是否与他们在Model Y上进行的工作有关，或者这只是在暗示路透社此前报道的特斯拉正在研发的单零件铸造。所以在这方面有点模糊不清。

And if we go down further into the report, it talks about how the reporter saw at the, you know, Tesla Gigafactory that near or sorry, that the rear bottom plate assembly of the Tesla Model Y model produced here has successfully adopted integrated die casting technology to achieve rapid casting. So I think what's caused some of the confusion is the sort of the terminology used here with the rear bottom plate assembly being mentioned. I think that caused the confusion where Reuters took that to mean underbody.

如果我们深入报告中，它提到记者在特斯拉超级工厂上看到了一些情况，即在此处生产的特斯拉Model Y车型的后底板总成已成功采用集成压铸技术进行快速铸造。所以我认为造成某些混淆的原因是这里使用的术语，即提到了后底板总成。我认为这引起了混淆，路透社把它误解为底盘。

There's probably again some translation errors that are causing some of this confusion. But if we go a little bit further into the report, it mentions specifically that rear, you know, bottom plate assembly as something that Tesla has already been doing and it attributes some of the savings and weight and cost that Tesla's achieved to the exact same terminology that's used there. So that kind of shows us that this is something that's already been implemented that Tesla's been doing, which of course we have all known about now for quite a long time. So that leaves us at the end of the day, just with a reference here to upgrading to die casting technology version two, which again, the report doesn't really give us a whole lot of detail on. So it could be something that Tesla is working on in terms of an upgrade. We obviously had that Reuters report that Tesla's working on sort of the next generation of that. We don't know if that's the same as this. So for right now, I'm really not putting much weight in this report in terms of really any new information coming out of it. But again, it did receive, you know, a fair amount of attention, especially with the corrections that Reuters has had. But for now, we'll just kind of, I guess, ignore that until there's some other news relating to it.

可能又出现了一些翻译错误，导致了一些混淆。但是，如果我们进一步阅读报告，可以看到它特别提到了特斯拉已经在做、并且将一些节约、减轻重量和降低成本归功于同样的技术术语，这表明这是特斯拉已经实施的，当然，我们都已经知道这个问题相当长的时间了。所以，最后只是在提到升级到压铸技术的版本二，而报告并没有给出很多细节。这可能是特斯拉正在进行的升级工作，我们之前有过路透社的报道称特斯拉正在研发下一代技术，但我们不知道是否与此次报告中提到的是同样的技术。所以，目前我对这份报告并没有太多的新信息看重。但是，它确实引起了相当多的关注，尤其是路透社的纠正。但现在，我们会暂时忽略它，直到有其他相关新闻出现为止。

All right, the other, I guess, sort of bigger news today. The relevancy, I think, is questionable. But getting some attention is Mercedes Benz announcement that the first availability for a drive pilot in the US, which is their level three system, which means that drivers can actually take their attention off of the road for a little bit, is going to be available on the US market. We'll talk a little bit more about that availability in a second. But as a part of this announcement, Mercedes Benz has allowed a lot of journalists to experience the system, which right now is available on a limited basis in California and Nevada. That is where Mercedes has received approval for the drive pilot level three system.

好的，今天还有一条比较大的新闻。我觉得相关性有点可疑。但是梅赛德斯·奔驰宣布，他们的三级驾驶系统（称为驾驶员辅助系统II）将首次在美国市场上推出，这意味着驾驶员可以暂时将注意力从道路上移开。我们稍后会再详细讨论一下这一系统的可用性。作为这一宣布的一部分，梅赛德斯-奔驰允许很多记者体验这一系统，目前该系统在加利福尼亚和内华达有限地可用。这是梅赛德斯获得三级驾驶辅助系统批准的地区。

So I had to kind of chuckle a little bit at the headline here. So this is from Bloomberg. They say Mercedes Benz beat Tesla to cheap hands for heat driving. And then they say test drive. So in this test drive, what they've done is is taking it out in California. But I had to again, chuckle at the cheap part of the headline because they go on to say that this is only going to be offered as a $2,500 annual subscription and only on the 2024 EQS and 2024 S class models. So I wouldn't necessarily categorize that into the cheap bucket. Obviously those are the top line vehicles or, you know, amongst the top line vehicles from Mercedes into the six figure price range. So pretty expensive. And then if we actually look at the technology as we have talked about with this, you know, before the system here has a lot of restrictions. So in terms of just the geography, there's obviously the limits to California and Nevada. It's only actually available on limited roads and in limited use cases. So some of those are highlighted here. It says the vehicle must be on a highway with a solid center divider at least two lanes of traffic on either side. And the surface must be dry during the daylight. So nothing in rains, no ice or darkness. And then in addition to that, the vehicle won't actually change lanes by itself. So essentially what you're looking at here is in relatively heavy traffic on a highway with, you know, at least a three lane road. You have to stay in the exact same lane, but under those specific circumstances, you can then take your attention away. So you could, you know, go on your phone, watch something on your phone or something like that. Basically just zone out, but still need to be able to take over if your attention is required. However, I think the lane changing thing obviously limits it. And just, you know, obviously the 40 mile per hour, you got to be ready to take over if traffic then alleviates. So pretty heavy restrictions on this.

所以对于这个标题，我不得不微笑一下。这是来自彭博社的消息。他们说梅赛德斯-奔驰在廉价自动驾驶上击败了特斯拉。然后他们说测试驾驶。所以在这次测试驾驶中，他们将车开到了加利福尼亚。但是我不得不再次对标题中的廉价部分发笑，因为他们接着说这个功能只会以每年2500美元的订阅费形式提供，并且只适用于2024年EQS和2024年S级车型。所以我不会将其归类为廉价。显然这些车型是梅赛德斯的旗舰车型，售价要达到六位数。所以价格相当高昂。而且，如果我们真的看一下这项技术，正如我们之前所讨论的，它存在很多限制。在地理上，它显然只能在加利福尼亚和内华达使用，而且只适用于有限的道路和使用场景。其中一些限制在这里有所强调。它说车辆必须行驶在至少有两条交通道路的有实心中央隔离带的高速公路上，而且路面必须是干燥的白天。所以雨天、冰雪或黑暗都是不行的。此外，这个系统实际上不会自动变道。所以基本上你看到的是，在相对繁忙的交通中，你必须保持在同一条车道上，但在特定情况下，你可以不需要专心驾驶。你可以看手机上的内容或者做其他的事情。基本上是放松一下，但仍然需要在需要时接管车辆。不过，我认为变道的限制显然限制了它的应用范围。而且显然，当交通减少时，你必须准备好接管车辆。所以对此有很多限制。

Another part I had to laugh at here, sort of concluding part of the article was that Bloomberg said that the news will hit Tesla fans particularly hard. Obviously we know Tesla autonomy is a huge focus. I think Tesla could very easily accomplish something like this today if they wanted to, but Tesla's goals are obviously much larger than that. So for them, although there is at least a little bit of value to a feature like this, I do think. And as Mercedes expands this, there will probably continue to be more and more value for it over time, not necessarily up to the price that they're asking for it. But nevertheless, a little bit more than zero. However, because Tesla is focused more on a general purpose solution that doesn't contain all the restrictions that, you know, Mercedes is mentioning here, for them to divert their effort to achieve what they're actually trying to achieve to accomplish something like this that has limited value in the interim is just not something that Tesla is going to, you know, divert resources towards. So yes, Mercedes may be offering something that has a little bit more functionality in very, very niche circumstances. But ultimately, I think Tesla's going to be able to, you know, easily surpass that whenever they feel the time is right. And hopefully in a much more general, broader operating driving domain, sort of scenarios. Nevertheless, I'm sure we'll continue to hear about that. On the availability of this, it is actually going to be even more limited than this sort of initially sounds. So rolling out late this year on the EQS and the S class, but only with a limited fleet. So I don't know exactly what that means, but it sounds like it's only going to be for select vehicles, even within that subset. And then they say that they'll deliver to additional vehicles in 2024. But again, mention the EQS and the S class. So even with the, you know, restrictions in terms of geography, also heavily restricted in terms of the vehicles, this will be available on. All right. Moving on from that. That just sort of a group of small updates here.

这里还有一部分我实在忍不住笑了，文章的结尾部分是彭博社称这个消息将会对特斯拉的粉丝们产生特别大的打击。显然我们知道特斯拉的自动驾驶是一个巨大的焦点。我认为如果他们愿意的话，特斯拉现在很容易就能够实现这样的功能，但是特斯拉的目标显然比如此更为宏大。所以对于他们来说，尽管这样的功能至少有一点点价值，我确实如此认为。而且随着梅赛德斯的推广，它可能会随着时间的推移越来越有价值，虽然不一定达到他们要求的价格，但是总比零值要高一些。然而，由于特斯拉更专注于一个不包含梅赛德斯在这里提到的所有限制的通用解决方案，他们不会为了完成这样一个在中间期价值有限的事情而将资源转向。所以是的，梅赛德斯可能提供了一些在非常特殊的情况下具有更多功能的东西。但是最终，我认为特斯拉将能够在他们认为时机成熟的时候轻易超越它。希望在更普遍、更广泛的行驶领域中。尽管如此，我相信我们还会继续听到关于这个的消息。关于这个功能的可用性，它实际上比刚开始听起来的限制还要更严格。所以在今年年底推出EQS和S级车型，但只限于有限的车队。我不太清楚具体意思，但听起来好像只有特定的车辆才能使用，即使是在这个子集中。然后他们说将在2024年向其他车辆进行交付。但再次提到EQS和S级车型。所以尽管在地理上有限制，但在可以使用这个功能的车辆方面也受到了严格限制。好了，从这里我们继续下一个小更新。

So the first we've kind of talked about already, but Joe Tegmeyer noting today that employees officially being welcomed back, we can see there's a Model Y sitting out there with a welcome back against Texas sign. So although we've had the rumors and a brief executive mention of sort of the downtime at at Giga, Texas, obviously something like that would further confirm that. And then kind of interesting to see there is some crash testing that seems to be happening. So Joe said that they've got, you know, about 50 different Model Ys that were spotted today as being produced. And now we've got this one that's being crash tested after a period of downtime. It definitely raises eyebrows about what Tesla would be retesting with the Model Y. So maybe there have been some somewhat significant changes after this period of downtime at Giga, Texas. Obviously we don't know a whole lot about that, but definitely worth keeping an eye on with this downtime and this crash test vehicle here.

所以，我们已经谈论过第一个问题了，但是乔·泰格迈尔（Joe Tegmeyer）今天指出，员工们正式回归，我们可以看到一辆Model Y停在那里，上面写着“欢迎回来德克萨斯”的标语。尽管我们之前一直有传闻，并且高层也简短提到了Giga Texas停工的事情，但显然这样的情况会进一步确认那个传闻。值得注意的是，现在似乎正在进行一些碰撞测试。所以Joe说，他们今天发现了大约50辆不同的Model Y正在生产。现在我们又看到了这辆在停工期间进行碰撞测试的车辆。这无疑引起人们对特斯拉在Model Y上重新进行测试的好奇。也许在Giga Texas停工期间，已经进行了一些比较重大的改变。当然，我们对此并不了解很多，但是这个停工和碰撞测试车辆的情况值得关注。

All right, the next one, we've just got a quick promotional video for the updated Model 3. This was posted on Tesla's Weibo account in China. I've linked to this post on X, just which has a, you know, capture of the video if you want to check it out. But this is just, you know, Tesla's VP Lars Maravi talking about the updates that went into the Model 3, how Tesla, you know, made these design decisions, how excited they were to get a second chance to, as he put it, sort of redefine the segment that the Model 3 is in. So that'll hold out a new information that we hadn't already learned, but just kind of interesting to hear some of those insights again. And then also he did mention that this was really a development effort that was led by Tesla's engineering team in, in China at Giga Shanghai, which, you know, obviously we're saying it first introduced there, but he also just mentions from a development perspective, this is really kind of their, you know, the way to put the Tesla China engineering team on the map and really their sort of first major project. So also kind of cool to see that and get that information as well.

好的，接下来，我们有一个关于更新版本Model 3的快速宣传视频。这个视频是发布在特斯拉的中国微博账户上的。我在X上贴了这个帖子的链接，如果你想看的话可以去看一下。但这只是特斯拉副总裁拉斯·马拉维谈论了Model 3中更新的一些内容，特斯拉是如何做出这些设计决策的，他们对能有第二次机会重新定义Model 3所处的市场部分感到多么兴奋。所以这并没有提供新的信息，但是再次听到这些见解还是挺有趣的。他还提到这其实是特斯拉的工程团队在中国上海超级工厂领导的一个开发项目，这也就是我们所说的首次推出。从开发的角度来看，这实际上是让特斯拉中国工程团队名声大噪的方式，也是他们的第一个重要项目。所以这也很酷，同时也获得了这些信息。

All right, next we've got a Tesla energy update, a couple of them actually. The first is from renew economy.com.au. This is a Tesla megapack fire that has broken out on a project that is under construction or in the commission commissioning phase in Australia and Queensland. So obviously we never want to hear about Tesla energy and megapack fires, things like that. In this case, fortunately this, this fire was confined to a single module. So there are, I believe 40 megapacks with this project. So only one of them starting on fire, obviously preferred none, but the fire has been described as a minor fire. It's already been contained. The investigation is ongoing. So they don't have any information on the cause right now. But because it only affected a single unit, the CEO of Gen X, who is Tesla's partner on this project was confident that there wouldn't be any major impacts on the project in general. So we'll keep an eye on that, see if there is any eventual reason for this. We've seen a couple other ones that have broken out like this and usually it's figured out within a few days what the impact is. So we'll keep an eye out for that. Also on Tesla energy, sort of, I guess not Tesla energy, but more electricity and power related things. Marco who covers the superchargers really closely on X has noticed or has found the installation guide for supercharger V4. So this is pretty interesting to see just how Tesla's put this together. Looking through it, at least to me, didn't really stick out as anything, any information that at least I noticed as new. But I did link to this in case anyone with a little bit more of an engineering background wants to take a look through it and maybe can notice some interesting details on supercharger V4. So we'll see if anything else comes out of that. And then also on energy, Tesla did send out some emails. This one actually came specifically to me on lower prices in my area for solar. Now unfortunately the email doesn't really give any information on what the lower prices are or what the reduction has been. More of just a generic email on solar from that point. But it looks like there at least are some lower prices and Tesla doing a little bit more promoting of solar directly through email marketing.

好的，接下来我们有特斯拉能源的更新，实际上有几个。第一个来自renew economy.com.au。这是在澳大利亚昆士兰州正在建设或投产阶段的一个项目中发生的特斯拉超级电池组火灾。所以显然我们绝不希望听到特斯拉能源和超级电池组的火灾等消息。幸运的是，这次火灾仅限于一个模块。这个项目中有40个超级电池组，所以只有一个着火，当然希望不要有任何火灾，但是已经被描述为轻微的火灾。火势已经得到控制，调查正在进行中。目前他们还没有关于火灾原因的任何信息。但是由于它只影响到一个单元，特斯拉在这个项目中的合作伙伴Gen X的CEO对项目整体不会有任何重大影响感到有信心。所以我们将继续关注，看看是否有任何导致这次火灾的原因。我们已经看到发生了几起类似的火灾，通常在几天内就会弄清楚影响有多大。所以我们将继续关注。还有关于特斯拉能源的，或者说不仅仅是特斯拉能源，还涉及到电力和能源相关事项。Marco在X上密切关注超级充电桩的报道，他注意到或者说找到了超级充电桩V4的安装指南。这非常有趣，可以看到特斯拉是如何将其组装在一起的。浏览一下，至少对我来说，没有什么特别突出的新信息。但是我将其链接在这里，以便任何有一点工程背景的人可以查看一下，也许能发现一些有趣的超级充电桩V4的细节。所以我们将继续观察是否会有其他信息出现。此外，特斯拉还发送了一些关于能源的电子邮件。这封邮件实际上是专门发给我的，关于我的地区太阳能的价格下降。很不幸，这封邮件并没有提供任何关于降价的具体信息或减少了多少。更多的只是一封关于太阳能的普通邮件。但至少看起来有一些更低的价格，并且特斯拉通过电子邮件营销直接推广太阳能。

All right, quick one here from Drive Tesla Canada. Tesla has extended the three month FSD trial for hardware for owners. I'm really glad that they did this. Not something that we've talked a lot about, but obviously initially when hardware for vehicles were delivered, FSD was not something that could be accessed yet. Now that that has been released to the vehicles, obviously you would want the free trial to start from when the actual functionality exists. So I'm glad to see that that trial has been extended for those hardware for early deliveries that would not have had access to them from the very beginning. So definitely the right move by Tesla, not surprising to see that taken. And then here again, kind of relating to what we had talked about yesterday. This was an article by Reuters that included a sales chart of Tesla vehicles versus the rest of the EV industry specifically in the United States. So we've talked about Tesla's 60ish percent market share in the EV market in the US. This is a good depiction of what that actually looks like when you break it down by brand. You can see no one else even close. Maybe one did comment on this today too saying that the competition is coming in quotes.

好的，来自加拿大特斯拉驱动的最新消息。特斯拉已经将硬件为车主扩展了三个月的全自动驾驶试用期。我很高兴他们这样做。尽管我们没有过多讨论这个问题，但显然最初交付车载硬件时，全自动驾驶还无法使用。现在已经释放了车辆的全自动驾驶功能，显然您希望免费试用从实际可行性开始。所以我很高兴看到试用期延长了，这对于一开始就无法使用这些功能的早期交付的硬件车辆来说是正确的举措。特斯拉采取这种措施并不令人惊讶。然后，再次与我们昨天讨论的内容有关。路透社的一篇文章包括一份销售图表，显示了特斯拉车辆与其他电动汽车行业在美国的情况。我们曾经提到特斯拉在美国电动汽车市场的市场份额约为60％左右。当您按品牌进行细分时，您可以看到其他品牌都无法与其相提并论。也许有人今天也对此发表了评论，说竞争正在涌现。

All right, next we've got a couple updates on Kia, Hyundai Kia. So the first is on the Kia EV9. We previously talked about this vehicle. Kia has now announced the starting price of this. So for the 2024 EV9, it will start at just under $56,000, just under $55,000 actually, but then with the delivery or destination fee just above that. This will be the roughly 220 mile range version. There is no EPA rating on it yet, but that is Kia's estimate at this time. There are other trims. They have not announced the pricing details for the other trims yet, but those will obviously scale and increase with range and battery pack and things like that.

好的，接下来我们要谈一下起亚和现代-Kia。首先是关于起亚EV9的一些更新。我们之前提到过这款车型。现在起亚宣布了它的起价。所以对于2024年的EV9，起价将略低于56,000美元，实际上略低于55,000美元，但是加上交付或目的地费就稍高于此。这将是大约220英里续航里程的版本。目前还没有EPA评级，但这是起亚目前的估计。还有其他不同配置的车型。他们还没有公布其他配置的定价细节，但这些明显会随着续航里程和电池组等因素的增加而扩大和增加。

Not electric vehicles specifically, but interesting update here from Kia and Hyundai. They have issued a recall for 3.3 million vehicles in the US due to fire risk. So this has to do with the anti-lock braking system. Apparently there is some fluid, if I remember correctly, that is potentially leaking internally could cause an electrical short, which could then cause a fire. So Hyundai Kia is saying that for these 3.3 million vehicles, obviously a very significant number, these vehicles should all be parked outside until a recall can be completed for them. So obviously it's a lot of vehicles and although it's not an electric vehicle, just bringing the attention to it because Tesla recalls, obviously, usually get so much attention. Things like this, maybe not quite as much, although this one, since it is a significant number of vehicles a little bit more. But if this were Tesla, it kind of be reported as though it was the end of the world, but we do see these types of things for other vehicles as well, including non-electric vehicles.

这并非特指电动汽车，但Kia和Hyundai有一个有趣的更新。由于火灾风险，他们在美国召回了330万辆汽车。这与防抱死刹车系统有关。显然，如果我没记错的话，可能会有一些液体内部泄漏，可能会导致电短路，从而引发火灾。因此，Hyundai Kia表示，对于这330万辆车，这显然是一个非常大的数量，这些车辆应该停放在室外，直到能够完成召回为止。因此，虽然这是很多辆车，虽然它不是电动汽车，但我们还是要引起注意，因为特斯拉的召回通常会引起很多关注。诸如此类的事情，可能没有那么多关注，尽管这个事件由于涉及大量车辆而稍微引起了一些关注。但如果这发生在特斯拉身上，它会被报道得像是世界末日一样，但我们也看到其他非电动汽车也会发生这种情况。

All right, and then last couple of things for today. So kind of an interesting update on the Apple car. Obviously, I've made my thoughts known on this for going back many years now, but we haven't really heard too much about it recently. There's a report from an Apple analyst who I think is pretty well respected. I don't follow Apple as closely as I once did, but this Apple analyst is saying that Apple's work on the Apple car has lost all visibility at the current time. So really kind of radio silence on it. And I think that's been, you know, matched with media reporting. We just really haven't heard too much about it. So you know, at this point, we're getting really close to where those sort of initial Apple car rumors had been, although those have been pushed out a couple of times as well, almost like the Toyota solid state batteries. But with the Apple car, again, just looks like they're not really a lot. There's not a lot of traction there right now, which I don't think is too surprising. And then lastly, as we go into tomorrow, just a quick reminder that Fed Chair Jerome Powell is scheduled to speak. And then as we head in Friday after that, we will get the PCE update there, but I don't wrap it up for today. So as always, thank you for listening. Make sure you're subscribed and signed up for notifications. You'll also find me on X at Tesla podcast. And we'll see you tomorrow for the Thursday, September 28th episode of Tesla daily. Thank you.

好的，接下来是今天的最后几点内容。关于苹果汽车的动态有个有趣的更新。显然，多年来我已经表达了自己对此的想法，但是最近我们并没有听到太多关于它的消息。有一份来自一位我认为相当受人尊重的苹果分析师的报告。虽然我不像以前那样密切关注苹果，但是这位苹果分析师表示，苹果在苹果汽车方面的工作目前完全不可见。所以目前对此没有任何消息。我认为媒体的报道也证实了这一点。我们真的没有听到太多关于它的消息。所以，你知道，目前我们离最初的苹果汽车传闻已经非常接近了，尽管这些传闻也已经推迟了几次，就像丰田的固态电池一样。但是对于苹果汽车来说，看起来他们真的没有太多进展。目前似乎没有太大的动力，这并不让人感到太惊讶。最后，我们进入明天时，我提醒大家联邦储备主席鲍威尔计划讲话。然后我们将在接下来的星期五得到个人消费支出（PCE）的最新信息，但是今天的报告就到这里。再次感谢大家的聆听。请确保您已经订阅并接收通知。您还可以在“X Tesla”播客中找到我。我们明天见，《Tesla Daily》的9月28日星期四的节目。谢谢。