Autonomous Trucking Is Here / Giga Berlin Under Attack / UAW Strikes Turn Violent ⚡️
发布时间 2023-09-28 23:45:29 来源
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00:00 - Autopilot Trial
1:14 - UAW Drops Demands
2:00 - New Tesla Marketing
5:17 - Tesla Opens SuC
5:35 - For Your Tesla Trips!
7:10 - The Tesla Difference
8:35 - Tesla Diner Construction
9:48 - Gary Black Warms to FSD
11:19 - Tesla Hiring on X
11:44 - Giga Berlin FUD
14:29 - JATO Data
15:05 - Tesla Litigation
16:02 - A Major Storyline
19:02 - Run on Less
19:42 - Key Semi Victory
20:36 - Rivian in GA
20:50 - Union Targets Rivian
21:49 - UAW Strikes Turn Violent
23:43 - Autonomous Trucking Is Here
25:22 - Honda Prologue EV
26:13 - Cybertruck on Loyalty
26:41 - Elon to Speak
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#TeslaNews #Autonomy #TeslaSemi
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中英文字稿 
Welcome to Electrified, it's your host Dylan Loomis. So first up today, we have opening statements set to begin today for a trial over allegations that autopilot had led to a death. This from a 2019 accident that led to one fatality and two serious injuries, and Tesla is being accused of faulty autopilot software that led to the accident. Tesla denied liability, saying that the driver consumed alcohol before getting behind the wheel, and Tesla said it was not clear if autopilot was even engaged.
欢迎来到Electrified，我是主持人Dylan Loomis。今天首先，我们有正式开庭陈述即将开始的消息，该案涉及一起声称自动驾驶导致死亡的指控。这起事故发生在2019年，造成一人死亡和两人重伤，控方指控特斯拉的自动驾驶软件存在缺陷导致了这起事故。特斯拉否认责任，称驾驶员在上路前饮酒，并表示不清楚是否启用了自动驾驶功能。
The good news for Tesla is earlier this year, they won a case and after that case was ended, a jury said that they believed Tesla warned its drivers that the driver is still in control, and it was actually driver distraction that was to blame. It's different this time around with a fatality involved, but a pretty important case to maybe set the tone for future cases like this, and we just talked last week about Tesla hiring more on the legal side.
特斯拉的好消息是，今年早些时候他们赢得了一起案件，并且在此案结束后，陪审团表示他们相信特斯拉警告了其驾驶员，司机仍在控制车辆，而实际上是司机分神导致了事故。这次的事故中有人员死亡，情况有所不同，但这是一起具有重要意义的案件，或许会为未来类似案件设定基调。我们上周刚谈论过特斯拉在法律方面雇佣更多人员。
This exhibit A of why they should do that. This is also exactly why I tipped my cap to Mercedes yesterday for taking that step to level three to deal with the regulatory stuff because they're publicly accepting responsibility for anything that happens while that's operating. You can imagine the headaches as that technology scales, all of the liability that also comes with it.
这正是他们应该这样做的原因的一个明证。这也正是为什么昨天我向奔驰致敬，因为他们采取了三级调整来处理监管问题，这样他们就公开接受在其运营过程中发生的任何事故的责任。你可以想象随着技术的扩展，所带来的所有责任也会导致许多头疼。
From Bloomberg, we finally get some insight into what the UAW is looking for when it comes to pay increases. They started at 40%, now they're willing to go as low as 30. They're saying that 30% takes into account a COLA, cost of living allowance, and a general wage increase. They're also saying a wage hike at that level should help them to grow interest in the union may be helping it to grow its membership that over the last few years has been in decline.
根据彭博社的报道，我们终于对于美国汽车工人联合会（UAW）在薪资增加方面的期望有了一些了解。最初他们要求增加40%，现在他们愿意降到30%。他们表示30%的增加已经包括了生活津贴和一般工资的增加。他们还表示在这个水平上的工资提高应该帮助他们吸引更多的兴趣，可能有助于增加其会员人数，因为最近几年会员人数一直在减少。
Yet again, we have two sources saying the UAW and Sean Fane are indeed trying to target Tesla by contacting workers there. UAW membership has fallen to 400,000 from more than 1 million back in the 70s. Remember, the wage increase is only one aspect of this bigger puzzle and if no deal is reached today on Thursday then tomorrow Friday, the strike is going to expand. It's such an exciting time to be in this industry right now. Every day, every hour, every minute is a new challenge. And this is what we have.
再次发言，我们有两个消息来源称，UAW和Sean Fane确实试图通过联系那里的工人来针对特斯拉。UAW的会员人数从70年代的100万人下降到40万人。请记住，工资增加只是这个更大谜题的一个方面，如果在今天周四没有达成协议，明天周五，罢工将扩大。现在是进入这个行业的一个令人兴奋的时刻。每一天，每一小时，每一分钟都是一个新的挑战。这就是我们所面对的。
Hi, I'm David Lau, VP Vehicle Software at Tesla. I'm here at Tesla's Shanghai R&D Center with the brand new Model 3. You can see the newly designed front fascia, aggressive styling, but familiar design elements. I can't wait to show you everything that's new in this vehicle, so let's jump in and take a look.
大家好，我是特斯拉的副总裁，负责车辆软件的David Lau。我现在身处特斯拉在上海的研发中心，与全新的Model 3一同。你可以看到这款车的前部已经进行了重新设计，外观更加激进，但依然保留了熟悉的设计元素。我迫不及待地想向大家展示这款车的所有新特点，所以让我们赶紧上车，一起来看看吧。
Here we are inside the new Model 3. There's a fresh new look in the interior, clean lines on the instrument panel, and we've added customizable RGB accent lights all around the cabin. We've improved noise reduction, both from wind noise and from road noise, which allows a newly upgraded audio system to really shine and gives us opportunities and software to create awesome entertainment experiences. It's a uniquely immersive experience, especially at night in the dark with the bright display here and this immersive audio experience that's tailored specifically for the cabin. It's impossible for me to describe how awesome it is. You just have to experience it to know what I'm talking about.
在这里，我们位于全新的Model 3内部。内饰焕然一新，仪表板上有整洁的线条，并且我们增加了可自定义的RGB环绕式装饰灯。我们改进了降噪效果，无论是对风噪还是道路噪音的降噪，这使得全新升级的音响系统能够真正发光，并为我们创造出令人惊艳的娱乐体验提供了机会和软件。这是一种独特的身临其境的体验，特别是在黑暗中夜晚使用明亮的显示屏和专为车内定制的身临其境音效体验。它是如此令人惊叹，我无法用语言来描述它。你必须亲自体验一下才能理解我在说什么。
Here we are in the second row now. Let me show you one of my all-time favorite features, which we brought from models S and X into Model 3, where we've added a brand new touchscreen display that supports all the entertainment functionality of the front row. I can use the touchscreen to adjust my own climate control back here. I can even move the seat or move it back, so if you've got kids in the back row, you can find their favorite TV shows. At Tesla, we are always trying to think of ways that we keep making your experience as a Tesla owner better and better over time.
现在我们在第二排。让我向您展示一项我个人一直钟爱的功能。我们将模型S和X的一项功能引入到模型3中，这是一个全新的触摸屏显示器，支持所有前排娱乐功能。我可以使用触摸屏来调节后排的空调，甚至可以移动座位或将其后移，这样如果您的孩子坐在后排，他们可以看到他们喜欢的电视节目。在特斯拉，我们一直在思考如何不断提升特斯拉车主的使用体验。
Ever since we started delivering Model Less in China many years ago, we knew that China was going to be an incredibly important market for us. We knew that we needed to have a software team on the ground to support manufacturing of cars in China for China. We're continuing to invest in developing leadership of our technical teams here. But that's what we do at Tesla. We take on impossible problems and we work together. All of this is just the beginning. Just the beginning, just getting warmed up. If you've been around the channel, you've certainly heard that phrase before.
自从多年前我们开始在中国交付非驾驶模型以来，我们就知道中国将成为一个极其重要的市场。我们知道我们需要有一个软件团队在中国为中国的汽车制造提供支持。我们继续投资于培养我们这里技术团队的领导力。但这就是特斯拉的做事方式。我们接受不可能的问题，并共同解决。这一切只是个开始。只是个开始，刚刚开始热身。如果你一直在关注我们的频道，你肯定之前听过这句话。
Those videos aren't advertising, but it's good to see Tesla ramp up the marketing activities specifically for the Chinese market where the competition is the highest.
这些视频并不是广告，但很高兴看到特斯拉在中国市场上加大了营销活动的力度，尤其是在竞争最激烈的地方。
Tesla has now opened up its Supercharger network to non-Tesla's in New Zealand. Here's the updated list of where non-Tesla's can access the Supercharger network, continuing to grow, but bear in mind, not all Tesla Supercharger locations in each country will actually be open to non-Tesla's.
特斯拉现已开放其在新西兰的超级充电网络给非特斯拉车主。以下是非特斯拉车主可以使用的超级充电网络的更新列表，该列表将不断扩展，但请注意，并非每个国家的特斯拉超级充电站都对非特斯拉车主开放。
The closest Tesla showroom to Ashley and I is about an hour and a half away, but it works out quite well because we love our quick weekend getaway trips.
离Ashley和我最近的特斯拉展厅大约一个半小时的车程，但这正好很适合我们喜欢的快速周末小旅行。
Because of that, I'm often looking for the latest and greatest when it comes to travel backpacks and I have to admit, this new one from Exter who did offer to sponsor this video may become my go-to which would replace my peak design that I've used for years. And if you're familiar with the space, you'll know this is incredibly high praise.
因此，当谈到旅行背包时，我经常寻找最新和最好的产品。我不得不承认，这款来自Exter的全新背包可能会成为我的首选，取代我使用了多年的Peak Design背包。如果你对这个领域比较熟悉，你会知道这是非常高的赞美。
Just listen to the features. 180 degree flip open access, which is beautiful, no more blind digging. It's made of recycled, water resistant fabric, so it's weatherproof for hiking. The walls are cushioned to protect your camera gear, laptops or any devices. It comes with premium, auto-locking, waterproof zippers which is where water usually gets into bags. It has durable zinc alloy buckles, plenty of soft lined separate pockets for sunglasses or devices, there are outer compression straps to secure a tripod or a yoga mat. It comes with an RFID protection pocket, a side pocket for a drink and a luggage pass through strap. And a nice bonus that comes with these reusable water resistant bags that are perfect for dirty clothes or shoes. So you can go grab this bundle, that comes with a laptop power bank, a tech case and a camera cube. Plus, Exter of course still has my favorite smart wallets too, if you haven't checked one of those out yet. I was able to get you guys 20% off with my code electrified20, the link is in the description below. Enjoy.
只要听一下这些特点。180度翻转式开放设计，美观大方，不再需要盲目搜寻。它采用可回收、防水面料制作，适合徒步旅行的各种天气。包内有缓冲墙，可保护相机设备、笔记本电脑或其他设备。附带高级自动锁扣、防水拉链，通常水会从那里渗入包内。它还有耐用的锌合金扣子，大量柔软的衬里口袋，适合放太阳镜或设备，外部压缩带可固定三脚架或瑜伽垫。装有RFID防护口袋，侧袋可放置饮品，还有一个可穿过行李的带子。还有一个额外的好处是附带的可重复使用防水袋，非常适合装脏衣服或鞋子。所以你可以去购买这个捆绑套装，其中包括一个笔记本电源、一个技术配件包和一个相机盒子。此外，Exter当然还有我最喜欢的智能钱包，如果你还没有看过的话。我已经为你们准备了20%的折扣，使用我的代码electrified20，链接在下方描述中。尽情享受吧。
I think the key here is Tesla's innovative, they're spending a lot of money to fund this innovation and they're going to spend as much as they need to keep free cash flow positive. And so that's how they're working on this clearing price for the vehicles. They want to keep their supply base fully utilized. They want to keep positive free cash flow coming in so they can continue to sell fun. They're all self-funded. These R&D efforts, it's not like a lot of these AI companies that are going out and buying all this compute from NVIDIA, they're going out and raising these huge rounds to get all this money or they're just going in on debt. And Tesla is, their goal here is to sell funded through this period. And then just think about this on the other side of it. When interest rates start coming down, not only are interest rates going to start coming down and Tesla can stabilize their pricing, if not even increase it, because the cost of the consumer is going to be that much lower. Their demand should go up and the fruits of all these R&D laborers are going to really start bearing fruit. So the timing is really set up well for the future for Tesla. Very well said by Jeff.
我认为关键在于特斯拉的创新，他们正在投入大量资金来支持这种创新，并且他们将花费他们需要的一切来保持自由现金流的积极性。因此，这就是他们为车辆设定的清算价格的工作方式。他们希望保持他们的供应基地得到充分利用。他们希望继续获得积极的自由现金流，以便能够继续销售产品。他们全部是由自身资金支持的。这些研发努力和许多人工智能公司不同，后者会去购买NVIDIA的计算设备，或者筹集大量资金，或者直接借债。而特斯拉的目标是在这个时期自给自足。而当利率下降时，不仅利率会下降，特斯拉还可以稳定价格，甚至可以提高价格，因为消费者的成本将大大降低。他们的需求应该会上升，并且所有这些研发的努力将真正开始见到成果。所以对于特斯拉来说，未来的时机非常有利。杰夫说得非常好。
And I think right now the markets are going to get lulled to sleep in this high interest rate environment where Tesla is increasing its capital expenditures each year, a lot of which is going to go to AI compute. And at least part of the market may be forgetting what the other side of this high interest rate environment should look like. Whenever rates start coming down and a lot of Tesla's investments actually start to pay off, it's going to be a very enjoyable time. It could be one year, it could be three years. Either way, it's coming.
我认为当前市场在这种高利率环境中将会陷入沉睡，而特斯拉每年的资本支出都在增加，其中很大一部分将用于人工智能计算。至少市场的一部分可能会忘记高利率环境的另一面是什么样子。当利率开始下降，而特斯拉的许多投资开始实现回报时，那将是一个非常愉快的时刻。可能是一年，也可能是三年。无论如何，它即将到来。
I believe SE Robinson broke the news from this obscure source auto-mate that the Tesla diner is now under construction. Finally, looking at the job address, 7001 West Santa Monica Boulevard. Check this out. Work description, proposed restaurant. It could just be that these images shared don't do a good job of conveying the size of this plot of land, but the pictures do make it look a little smaller than I would anticipate. When complete, the diner should cover two floors and have enough space for 218 restaurant seats. Of those, 93 will be on the first floor, 70 seats inside, and another 23 outside. The second floor will also hold a 77-seat theater sitting area. With 45-foot tall LED movie screens, that will be running short movie clips from 7am to 11pm, but the diner itself is possibly going to be open 24 hours. The restaurant is set to be surrounded by 32 charging stalls, and they may have car hop style weight staff bringing meals to folks who order from their cars. This will almost certainly become an iconic Tesla location. Plenty of people will want to visit. And as Elon has said, what is the point of solving all of the world's problems if you don't have some fun along the way?
我相信SE Robinson通过这个不太出名的auto-mate消息源爆料，特斯拉餐厅现在正在建设中。最后，看一下工作地址，西圣莫妮卡大道7001号。来看看这个。工作描述是一个餐厅计划。这些图片可能没有很好地传达这块土地的面积，但是照片看起来比我预计的要小一点。餐厅建成后，将有两层楼，并且有足够的空间容纳218个餐厅座位。其中，一楼将有93个座位，包括室内70个座位和室外23个座位。二楼还将设有一个77个座位的剧院休息区。其中有45英尺高的LED电影屏幕，将播放短片，从早上7点到晚上11点都会有，但是餐厅本身可能会24小时开放。这家餐厅将被32个充电桩环绕，他们可能会有类似汽车跑腿的员工，将餐食送给从汽车订餐的人。这几乎肯定会成为一处标志性的特斯拉地点。很多人都会想要去参观。正如埃隆所说，如果你在解决世界问题的过程中没有一些乐趣，那还有什么意义呢？
Omar from Holmars gave Gary Black a ride on FSD beta.7.2. Gary Black actually had some of the most bullish comments from him on FSD that I've heard.
霍尔马斯的奥马尔（Omar）让加里·布莱克（Gary Black）体验了FSD beta 7.2版的自动驾驶。实际上，加里·布莱克对于FSD的评论中，我听到了一些最看涨的观点。
Before I share that, he also said, it's clear to me no one can catch Tesla in generalized autonomy given Tesla's big head start and end to end net focus. I really think they can get there, and if they can get there, they have the productive capacity of millions of cars, right?
在我分享那之前，他还说过，对我来说显而易见，鉴于特斯拉在普遍自主驾驶技术上的巨大先发优势和全面的网络专注，没有人能够赶超他们。我真的认为他们可以实现目标，而且如果他们能够实现，他们将具备数百万辆汽车的生产能力，对吧？
Even if Weamo and Cruz created a general purpose self-driving car today, how long would it take them to get to Tesla's level of production on four continents?
即使Weamo和Cruz今天创建了一款多功能自动驾驶汽车，他们需要多长时间才能达到特斯拉在四个大洲的生产水平？
Slowly but surely, Gary Black is coming around, now acknowledging that Weamo and Cruz really are not Tesla's FSD competition, it's geo-fence, it's not really scalable, the vehicles are expensive, they don't have production. At least from a volume perspective, and Gary's take on this does actually matter because he's one of the leading voices when it comes to bridging the gap between Wall Street and Tesla retail. Pierre Farrigu gets it, Dan Ives gets it, Adam Jonas is coming around, so the more pieces of Wall Street that start to understand the story and be public about it, the more likely it is that the rest of Wall Street will feel more comfortable maybe starting to attribute some value to Tesla's FSD.
慢慢地，Gary Black正在逐渐认识到Weamo和Cruz实际上不是特斯拉全自动驾驶系统（FSD）的竞争对手，因为它们的地理围栏技术不是真正可扩展的，车辆价格昂贵且缺乏生产。至少从数量的角度来看，Gary的看法确实很重要，因为在弥合华尔街与特斯拉零售之间的鸿沟方面，他是领先声音之一。Pierre Farrigu明白这一点，Dan Ives明白这一点，Adam Jonas也逐渐认同，所以如果越来越多的华尔街人士开始理解并公开关于这一故事，可能就越有可能让其他华尔街人士感到更舒服，也许开始为特斯拉的FSD增加一些价值。
At a time when most of the OEMs are shrinking their operations, laying people off, Tesla is continuing to higher and expand pretty quickly, now on X on each of their different profiles they have job listings directly. Over time, Elon wants to turn X into a job recruitment competitor, a way for companies to hire top talent directly on the platform, and in the long run that will certainly benefit Tesla whose reach on X is continuing to grow.
在大多数原设备制造商（OEM）都在缩小业务范围、裁员的时候，特斯拉却继续迅速招聘和扩大规模，现在他们的不同职业资料上都直接列出了招聘信息。随着时间的推移，埃隆希望将X转变为一个招聘竞争对手，这是一种让公司能够直接在平台上招聘顶级人才的方式，从长远来看，这将无疑为特斯拉带来好处，因为他们在X上的影响力不断增长。
We have a new report from The Telegraph saying that there's been a high frequency of injuries at Gigabrolin including burns and amputations. Before I even continue with all reporting we have to look at the source and understand the context. The comments and content of most of this article are coming from one source, the E-Game Mattel Union over in Germany. Gigabrolin is not unionized, it's disrupting that industry over there, naturally there is tension here. But they said ambulances and rescue helicopters were called out to Gigabrolin nearly 250 times last year, and the E-Game Mattel representative said this frequency of accidents at work is not normal. Adding, I'm really concerned that at some point someone will be killed.
我们有一份来自《电讯报》的新报告，称Gigabrolin发生了频繁的受伤事件，包括灼伤和截肢。在我继续报道之前，我们必须查看消息来源并了解背景。大部分评论和内容都来自德国的E-Game Mattel工会。Gigabrolin没有加入工会，在那里正在打破传统产业，自然会存在紧张情绪。但他们表示，去年救护车和救援直升机被叫到Gigabrolin近250次，E-Game Mattel代表称这种工作事故频率并不正常。他还补充说，我真的很担心，迟早会有人丧命。
Then the article goes on to share some fairly gruesome stories of things that have happened at Gigabrolin. Let's stick to the facts here, if we have around 250 reports of injuries last year, divided by 12,000 employees right now at Gigabrolin, that would be roughly 82% injury rate. I was able to find this study from PubMed on workplace injuries in Germany. The main conclusion from the abstract overall, 2.8% of the gainfully employed population report at least one occupational injury. And this actually includes office jobs, this is not going to be specific to manufacturing where you would expect a meaningful increase in the injury rate. So we have Tesla around 2% injury rate at a manufacturing facility when the overall workplace incident rate is actually 2.8% that includes non-manufacturing locations. Now yes, I only shared one data point, but for this E-Game Mattel representative to say this frequency of accidents at work is not normal, I would push back saying I don't know, it might actually be better than normal if that source is accurate.
然后文章继续分享了一些在Gigabrolin发生的相当可怕的事情。让我们坚持事实，如果去年我们收到了大约250起受伤报告，除以目前在Gigabrolin工作的12000名员工，那么伤害率大约为82%。我在PubMed上找到了一份关于德国工作场所受伤情况的研究。总的来说，摘要的主要结论是，在就业人口中，有2.8%报告至少发生了一次职业伤害。这实际上包括办公室工作，而不仅仅是制造业，制造业伤害率可以预计会有显著增加。因此，特斯拉在制造设施中的伤害率约为2%，而整体工作场所事故率实际上为2.8%，包括非制造地点。是的，我只分享了一个数据点，但是对于这位E-Game Mattel代表声称这种工作事故频率并不正常，我会反驳说我不知道，如果该来源准确的话，它实际上可能比正常情况要好。
Now looking to capitalize on these headlines, there's a left wing movement over in Germany that's looking to withdraw Tesla's operating license. As far as I can pick up, the leader of this faction, Deepmar Barch, doesn't have that much political sway in the area, but it's out there nonetheless. He said, in the absence of a rapid improvement, meaning at Gigabrolin, the withdrawal of the operating license should ultimately be debated.
现在，有一个左翼运动正在德国兴起，希望利用这些头条新闻，试图撤销特斯拉的运营许可证。据我所了解，这一派别的领导人迪普马尔·巴奇在该地区的政治影响力并不算大，但尽管如此，他提出了一个观点。他表示，如果吉卡布罗林工厂的情况没有迅速改善，在最后应该讨论是否撤销特斯拉的运营许可证。
I won't waste your time any further because when you see lines like this, people are just clearly spewing nonsense in our anti-elon and Tesla. I'm not a political expert, but it feels like the chances of something like this happening are still very close to zero at this point.
我不会再浪费你的时间了，因为当你看到像这样的言论时，人们显然只是在我们的反埃隆和特斯拉上胡言乱语。尽管我不是一个政治专家，但目前来看，发生类似情况的可能性仍非常接近于零。
It's important for us to be aware of this situation because it's these talking points that travel like wildfire and then we need to be able to shoot down the fud. And as far as I can tell, Tesla's accident rate at Gigabrolin might actually be better than the averages.
对我们来说，意识到这种情况很重要，因为这些论点传播得非常迅速，我们需要能够驳斥谣言。据我所知，特斯拉在Gigabrolin的事故率实际上可能比平均水平要好。
We got data from JDO for 28 European markets for the month of August. BEVs accounted for 22% of total registrations, meaning BEVs sales grew 102% over 9 times faster than the rate of gasoline car sales. To highlight the importance of Germany, it accounted for 44% of the total European demand.
我们从欧洲28个市场的JDO数据中得到了8月份的数据。电动汽车（BEVs）的注册量占总注册量的22%，这意味着BEVs销售量比汽油车销售量增长快了102%，达到9倍之多。为了突出德国的重要性，德国占据了整个欧洲需求的44%。
Tesla sales in Europe more than tripled in just one year. Tesla went from 10,000 European sales August last year to 33,000 August of this year. Of the top 25 EV brands in Europe, Tesla experienced the strongest growth.
特斯拉在欧洲的销售量在短短一年内增长了两倍以上。从去年8月的1万辆销售量飙升至今年8月的3.3万辆。在欧洲排名前25的电动汽车品牌中，特斯拉经历了最强劲的增长。
We got a confusing article from Bloomberg and Dana Hall. She's saying the US Equal Employment Opportunity Commission filed a new lawsuit today against Tesla, which has to do with a lawsuit that was filed previously, talking about racial harassment and discrimination. We heard April last year, Tesla was facing an investigation from this very group. But she said that predated a separate lawsuit by California's civil rights agency. But this EEOC is a civil rights agency. She then said in this new suit on Thursday, it's addressing all of the same stuff that we heard in that prior lawsuit that's already been settled. Maybe I'm just interpreting this wrong. I've read it like 7 times and I still can't grasp it. Maybe she's conflating the civil rights agency in the EEOC. I'm not sure. Then she closed with the California case filed last year, is pending in a state court. Possibly some new litigation here for Tesla, but hopefully in the weeks ahead we get some more clarified information.
我们从Bloomberg和Dana Hall那里得到了一篇令人困惑的文章。她说美国平等雇佣机会委员会今天对特斯拉提起了一项新诉讼，这与之前提起的一起诉讼有关，内容涉及到种族骚扰和歧视。我们听说去年四月，特斯拉正面临这个组织的调查。但她说这之前加利福尼亚州的民权机构已经提起了一项独立的诉讼。但这个平等雇佣机会委员会也是一个民权机构。然后她说在周四提起的这起新诉讼涉及到我们在之前已经解决的那起诉讼中听到的所有问题。也许是我理解错了。我已经读了7遍，但仍然无法理解。也许她混淆了EEOC中的民权机构。我不确定。然后她提到去年加利福尼亚州提起的那个案件正在州法院审理中。这可能对特斯拉来说是一起新的诉讼，但希望在未来几周我们能够获得更多明确的信息。
We know that EVs are in the midst of being politicized and if the party does change with the upcoming election, what will happen to the Biden IRA credits? What I do know is this, even if the credits go away, let's not forget, Elon wasn't really in favor of the credits in the first place. Sure, they absolutely helped Tesla, but from a competitive standpoint, when it comes to EVs, if they go away, you could make the argument that actually increases Tesla's competitive advantage in the EV market. Now yes, on balance, it would make EVs less attractive relative to their ICE counterparts, but for the group of people that are already looking for an electric vehicle, Tesla would become even more attractive. Because Tesla is the only automaker at least in the United States selling EVs at a profit and they can keep driving the prices down with further price cuts and they can keep making money. Nobody else can do that. Even if the credits don't go away, if we do have a political party transition, maybe the requirements for actually getting these credits becomes tougher and that foreign entity of concern situation changes a bit, meaning very few EVs could qualify for the credits. So again, just wanted to put it out there something to watch, but either way, Tesla's going to be just fine.
我们知道，电动汽车正在政治化的过程中，如果即将到来的选举带来政党的变化，拜登的个人退休账户（IRA）信贷将会发生什么情况？我们知道的是，即使信贷消失了，也别忘了，埃隆最初并不太支持这些信贷。当然，它们确实对特斯拉有很大帮助，但从竞争的角度来看，在电动汽车领域，如果这些信贷被取消，你可以说这实际上增加了特斯拉在电动汽车市场上的竞争优势。现在是的，总体来说，相对于传统汽车，这会使电动汽车相对不那么有吸引力，但对于那些已经在寻找电动汽车的人来说，特斯拉将会变得更有吸引力。因为特斯拉是唯一一个至少在美国以盈利的方式销售电动汽车的汽车制造商，并且他们可以通过进一步降价来不断降低价格，并且可以继续赚钱。其他人做不到这一点。即使信贷不会消失，如果我们发生政党过渡，也可能使得获得这些信贷的要求更加严格，且对外国关切实体的情况有所改变，意味着很少有电动汽车能够符合信贷条件。所以，再次提醒大家要注意这一点，但无论如何，特斯拉都会过得很好。
And from auto news, Trump said Ford and GM are either stupid or their gutless for going along with government emissions standards. And this fall, the Biden administration is supposed to decide how strictly to enforce these foreign entity of concern requirements. And Ford said if it's planned batteries with a CATL joint venture are not eligible for the subsidy, Ford executives indicated they could scale back the investment, saying it would be absurd to classify Ford or its fully owned subsidiary as a foreign entity, much less one of concern were Ford were all in on America. On the other hand, we have GM execs and lobbyists calling for strict foreign entity of concern applications, which would prevent licensing arrangements. So GM and Ford are kind of going at it. GM executive told the Biden administration if consumers use the tax credit to buy cars that CATL helps Ford make, GM and other automakers would be at a competitive disadvantage, saying they would feel pressure to strike their own deals with Chinese firms undercutting Washington's goal of distancing us from China. Other administration officials think barring any EV with Chinese ties from qualifying for the tax credit could backfire, causing automakers to quit trying to follow the rules for the credit entirely. All of that to say, right now there's very little clarity for this whole situation, but over the next 12 months it should come and it's going to be one of the bigger storylines to watch.
在汽车新闻中，特朗普表示福特和通用汽车要么愚蠢要么胆怯，因为他们迎合政府的排放标准。今年秋天，拜登政府预计将决定如何严格执行对涉外实体的要求。福特表示，如果其与中国宽特龙（CATL）的合资企业计划中的电池不符合补贴条件，福特的高管表示他们可能会减少投资，称把福特或其全资子公司归类为外国实体，更不用说涉及担忧的外国实体了，这将是荒谬的，因为福特将始终支持美国。另一方面，通用汽车的高管和游说者要求严格执行涉外实体的要求，这将阻止许可安排。因此，通用汽车和福特有些冲突。通用汽车高管告诉拜登政府，如果消费者使用税收抵免来购买中广核帮助福特制造的汽车，通用汽车和其他汽车制造商将面临竞争劣势，称他们会感到压力，不得不与中国企业达成自己的交易，削弱华盛顿远离中国的目标。其他政府官员认为，禁止任何与中国有关的电动车符合税收抵免条件可能会适得其反，导致汽车制造商完全放弃符合税收抵免规定的努力。总之，现在对于整个情况来说，很少有明确的定义，但在接下来的12个月里，情况应该会变得明朗，并且这将成为一个值得关注的重要情节。
Checking in on the run on less event today is the last day. Looking at yesterday though, Tesla's truck number three, 1,076 miles with one delivery in one day. And they adopted a slightly different charging technique. You'll see here they went from about 8% state of charge up to about 46% and then continued on with the drive the next time around going from about 1% state of charge all the way up to 88% and going from 1% to about 90% took roughly an hour in 45 minutes. 1,000 miles in one day though, that will cover plenty of use cases to get things rolling.
今天是最后一天跟进这个不太寻常的事件。不过，看看昨天，特斯拉的第三辆卡车在一天内行驶了1,076英里，并完成了一次交付。而且他们采用了稍微不同的充电技术。你会看到，他们的电量从大约8%增加到了大约46%，然后继续下一轮行驶，电量从大约1%增加到了88%，而从1%增加到90%大约花了1小时45分钟。一天行驶1,000英里，这将覆盖许多使用情况，促使事情进展。
Along those lines, there's been a design rule change in Australia that could be a game changer for electric freight transport. This new rule will allow wider trucks on Australian roads, bringing the country in line with overseas markets and removing one of the key barriers to local uptake of heavy-duty electric trucks. The change increases the overall width limit from 2.5 to 2.55 meters for new trucks, as long as they're fitted with safety features like side guards and devices to limit blind spots.
在这方面，澳大利亚出台了一项设计规定改变，这可能会为电动货运带来重大变革。这项新规定将允许更宽的卡车在澳大利亚道路上行驶，使澳大利亚与海外市场保持一致，并消除了本地使用重型电动卡车的一个主要障碍。这一改变将新卡车的总宽度限制从2.5米增加到2.55米，前提是它们配备了诸如侧防撞装置和限制盲点的设备等安全特性。
Part of why following the daily news is awesome, over time you pick up on things like this back March 2021 when Tesla said Australia would miss out on electric trucks unless the rules changed. Because Tesla said its semi-trucks are between 30 and 50 millimeters wider than the initial 2.5 meter regulation. So Tesla's warning from 2 years ago has been heard and answered.
追踪每日新闻的其中一个好处是，随着时间的推移，你会对类似于2021年3月特斯拉曾表示除非规定改变，否则澳大利亚将错过电动卡车的事情有所了解。因为特斯拉表示其半挂卡车的宽度比最初的2.5米规定宽30至50毫米。因此，特斯拉2年前的警告已经获得了回应。
Rivians incentive agreement with the state of Georgia has just been extended by 2 years giving them that extra time to hit some of their economic milestones that are required for the incentives they're receiving due to the delays around this factory.
Rivian与乔治亚州签订的激励协议刚刚延长了2年，为他们争取了额外时间来实现一些经济里程碑，以符合他们因该厂延迟而获得的激励要求。
At the same time, a union with almost 600,000 members is looking to expand its ranks by organizing thousands of workers who build EVs at Rivians plant in normal Illinois. The International Association of Machinists created a Rivian Auto Union website stating that workers at the plant are demanding fairness, respect and a voice on the job. Right now, workers are being asked to sign authorization cards and if there's enough interest, they'll then file a petition with the NLRB. In response, Rivian issued this boilerplate statement not really saying anything one way or another.
与此同时，一个拥有近60万会员的工会正计划通过组织在伊利诺伊州诺玛尔市建造电动车的数千名工人来扩大其势力。国际机械师协会创立了Rivian汽车工会网站，声明该工厂的工人们要求公平、尊重和发言权。目前，工人们被要求签署授权卡，如果有足够的兴趣，他们将向国家劳工关系委员会提交请愿书。对此，Rivian发表了一份标准化声明，实际上并没有表明任何立场。
As I've been saying the past few weeks, right now is the time to strike for all of the unions. All of the labor situation is getting national headlines, it all has political implications, so we're undoubtedly going to see more of this and hopefully Rivian does not get looped into being bogged down by the unions. Not anti-union, just not great for innovation and or helping to ensure that these new EV companies actually make it to profitability and stay around.
正如我过去几周所说的，现在是所有工会发起罢工的时机。所有劳工问题都受到国家级媒体的关注，它们都具有政治意义，因此我们毫无疑问会看到更多这种情况的发生，希望Rivian不会陷入被工会拖累的困境中。并不是反对工会，只是对于创新和确保这些新兴电动车公司实现盈利并持续发展来说可能不利。
This week, we've received some shocking reports of violence against our members on the picket lines. In Flint, a non-union contractor driving a large SUV was leaving a General Motors parts depot when they sped up and hit five of our members, sending two to the hospital in an ambulance. These cowards then immediately fled the scene. In Massachusetts, a member and a state senator were hit by cars on the picket line at a Stellanus parts depot. And in California, our members have had guns pulled on them by non-union contractors crossing the line at a Stellanus parts depot. These members and allies are in our thoughts and we condemn this violence that GM and Stellantis are enabling. These attacks on our members exercising their constitutional rights to strike and picket will not be tolerated.
本周，我们接到了一些惊人的报告，称我们的成员在抗议队伍中遭受到暴力袭击。在弗林特，一名非工会承包商驾驶着一辆大型SUV离开了通用汽车零部件仓库时，他们突然加速并撞到了五名我们的成员，使其中两人送进了医院。这些懦夫随后立即逃离了现场。在马萨诸塞州，一名成员和一名州参议员在Stellanus零部件仓库的抗议队伍中被汽车撞到。而在加利福尼亚，我们的成员被非工会承包商在Stellanus零部件仓库越过抗议线时拔出了枪支威胁。我们关心这些成员和盟友，并谴责通用汽车和Stellantis所促成的这种暴力行为。我们不会容忍对于行使宪法赋予的罢工和抗议权利的成员的这种袭击。
In response to those statements, Stellantis said it was appalled by the comments and GM said it banned a third party contractor believed to be responsible for that hit and run. Thane also accused GM and Stellantis of standing idly by as the perpetrators injure and threaten the lives of their own employees. Stellantis called on fame to stop making misleading and inflammatory statements. Adding, since the UAW expanded its strike to our parts distribution centers last Friday, we've witnessed an escalation of dangerous and even violent behavior by UAW picketers at several of those facilities, including slashing truck tires, jumping on vehicles, following people home and hurling racial slurs at dedicated Stellantis employees who are merely crossing the picket line to do their jobs. We never want to see these situations turn violent or to see people get hurt or taken to the hospital so hopefully the situation can de-escalate a bit.
作为对这些言论的回应，雷诺菲亚特斯（Stellantis）表示对这些评论感到震惊，通用汽车（GM）表示已禁止一家被认为是肇事逃逸的第三方承包商。塞恩还指责GM和雷诺菲亚特斯对施暴者对自己员工的伤害和威胁置之不理。雷诺菲亚特斯呼吁名人停止发表误导性和煽动性言论。此外，自从美国汽车工人联合会（UAW）上周五将罢工扩大到我们的零部件分销中心以来，我们已经目睹了一系列危险甚至暴力行为，包括割车轮胎、跳上车辆、尾随人员回家并冲着那些勇于越过罢工线履行工作职责的忠诚雷诺菲亚特斯员工投掷种族侮辱。我们绝不希望看到局势升级导致暴力事件发生，或是有人受伤被送进医院，希望情况能够稍微缓解一些。
Volvo is looking to tap into a $42 billion autonomous trucking market along the southern tier of the US. Specifically, freight routes from Southern California to Florida. Their president said we can all agree it's a massive and big opportunity to commercialize. Customers would pay the truck unit to move goods via autonomous vehicles between highway adjacent cargo transfer centers.
沃尔沃正在寻求进入美国南部地区价值420亿美元的自动驾驶卡车市场，具体来说，是从加州南部到佛罗里达的货运路线。该公司总裁表示，我们都可以认同这是一个巨大的商业化机遇。顾客将通过卡车单位支付费用，利用自动驾驶车辆在公路附近的货物中转中心之间运输货物。
One advantage, trucks would not be subject to the 11 hour federal limit for human drivers. Volvo is working with an autonomous company from Pittsburgh, Aurora Innovation for its trucks. And Volvo is still targeting a commercial launch with a safety driver on board at the start of next year. Volvo is looking to pursue a hub to hub operation.
有一个优点，卡车无需遵守针对人类司机的11小时联邦限制时间。沃尔沃正在与匹兹堡的自动驾驶公司Aurora Innovation合作开发卡车。沃尔沃计划在明年初开始商业化推出卡车，并在上面搭载一名安全驾驶员。沃尔沃希望推行点对点运作。
In this scenario, a human driver ferries the freight through an urban area from its origin to a highway adjacent transfer hub. The load would then transfer onto the autonomous tractor to haul the freight on the highway to a distant transfer hub. Then at that point, a human driver will take over again and get the cargo to its destination. And they said with these autonomous trucks, you need to do a pre-trip and a post-trip inspection so actually a lot of new jobs will be created. And they said next year it plans to pull the safety drivers to drive freight fully autonomously along the Dallas to Houston route.
在这种情况下，一位人类司机将货物从起点运送到市区附近的交通枢纽，然后将负载转移到无人驾驶拖车上，在高速公路上将货物运送到远程转运枢纽。然后在那个地点，一位人类司机将再次接管，并将货物送达目的地。他们还说，使用这些无人驾驶卡车，你需要进行预检和复检，因此实际上将创造很多新的工作岗位。他们还表示，明年计划通过达拉斯至休斯顿路线完全自动驾驶运输货物，不再需要安全驾驶员。
So many people in the markets have been laser focused on robo-taxis, in urban environments, where you have pedestrians, stop signs, all of that. But we tend to forget about autonomy in specific highway locations. That's much easier with huge commercial applications and billions of dollars worth of goods needing to be transported. Things are getting very interesting.
市场上有很多人对于城市环境下的无人驾驶出租车非常关注，那里有行人、停车标志等等。但我们往往忽视了在特定高速公路地点的自动驾驶技术。对于需要运输数十亿美元货物的巨大商业应用来说，这要容易得多。事情正在变得非常有趣。
We got some more information on the upcoming 2024 Honda Pro Log EV. It'll start between $45,000 and $50,000 with an estimated range up to 300 miles and it'll be based on GM's Altium platform. So hopefully they have enough cells. With an 85kWh battery pack, Honda estimates the front drive Pro Log will have a maximum range of 300 miles. No estimate though for the all-wheel drive variants. Disappointingly though, they have a max charge rate of 155kW. The car will have wireless Apple CarPlay and Android Auto. The SUV should be available to order before the end of the year with the livery set to begin early 2024. The infotainment screen is 11.3 inches and there's a separate 11 inch gauge cluster as well behind the wheel. This vehicle is set to be 5 inches longer than the Model Y.
我们获得了关于即将推出的2024年本田Pro Log EV的更多信息。预计售价在45,000到50,000美元之间，最大续航里程可达300英里，将基于GM的Altium平台。所以希望他们有足够的电池。本田估计，配备85千瓦时电池组的前驱Pro Log的最大续航里程为300英里。然而，对于四驱变体，尚无估计。令人失望的是，它们的最大充电速率为155千瓦。该车将支持无线Apple CarPlay和Android Auto。这款SUV应该可以在年底之前预订，装配工作将于2024年初开始。中控娱乐屏幕尺寸为11.3英寸，方向盘后方还有一个独立的11英寸仪表盘。据称，该车的长度将比Model Y长5英寸。
Auto News is reporting that some industry analysts are now saying the Cybertruck could boost Tesla's already sky high loyalty. You don't say. A director from S&P said Elon has succeeded in creating this image of a brand that's seen as very, very leading edge and very much ahead of everybody else. That's helping the brand tremendously and that's going to be very hard for another brand to create. So it's nice to hear but honestly it's nothing most of us really haven't known already for months.
汽车新闻报道称，一些行业分析师现在表示，Cybertruck可能会提升特斯拉已经非常高的忠诚度。这并不奇怪。标普公司的一位董事表示，埃隆成功地创造了这样一个品牌形象——被视为非常非常前沿和领先其他品牌的形象。这极大地帮助了该品牌，并且其他品牌很难再创造出类似的形象。听起来不错，但老实说，大多数人几个月前就已经知道了。
Don't forget check out Xter linked below. The backpack is pretty sick but if you're not interested in that remember they have all of those wallets too. Hope you guys have a wonderful day. Please like the video if you did. You can find me on X linked below and a huge thank you to all of my Patreon supporters.
别忘了查看下面的Xter链接。这款背包非常酷，但如果你对它不感兴趣，记得他们还有所有那些钱包。希望你们有美好的一天。如果喜欢的话，请给视频点赞。你可以在下面的X上找到我，并对我所有的Patreon支持者表示衷心的感谢。