New Cybertruck Details, New Model Y Variant, Tesla Semi Insights

Hey everybody Rob Maer here and today we've got a variety of updates on Tesla's Model Y and Cyber Truck. We've also got a lot of new insights on the Semi and a few other items as well.

大家好，我是Rob Maer，今天我们将为大家带来有关特斯拉的Model Y和Cyber Truck的各种更新。同时，我们还获得了关于半挂卡车以及其他一些项目的许多新见解。

Looking at the stock, we're pretty much where we left off on Monday morning after the delivery report. So Tesla down 2% today after ending up in the green yesterday, closing today at $246.53. The NASDAQ though down 1.9% today. So pretty good performance for Tesla on top of a pretty good performance yesterday, following the production and delivery report.

看看股票，我们基本上就是周一早上发布交付报告之后的状态。所以特斯拉今天下跌2%，昨天收盘时还处于上涨状态，今天收盘价为246.53美元。然而，纳斯达克今天下跌了1.9%。因此，在昨天的良好生产和交付报告之后，特斯拉的表现相当不错。

So nice to see that, I think a little bit surprising given that consensus expectations were quite a bit higher. But as we had talked about, actual expectations seemed lower, so I think we're seeing a bit of that. And then there was the possibility too that Tesla sang that they'll do around 1.8 million deliveries this year. And noting that guidance is unchanged, that could be helping with expectations for Q4, which is ultimately going to be more important. And there are things stuck forward to in Q4 with Highland and of course, Cyber Truck. We had also talked about the phrasing in the release of around 1.8 million vehicles for 2023 rather than something like above 1.8 million.

太好了能看到这个，我觉得有点令人惊讶，因为共识预期要高得多。但正如我们之前谈过的，实际预期似乎较低，所以我想我们正在看到一些那方面的结果。此外，特斯拉还表示他们预计今年将交付大约180万辆车。考虑到指导方针未变，这可能有助于第四季度的预期，而第四季度最终将更为重要。第四季度还有一些重要事项，比如Highland和当然，Cyber Truck。我们也曾讨论过2023年交付约180万辆车的表述方式，而不是超过180万辆。

But I have now had a chance to go back and look at the Q4, Q1 and Q2 earnings reports. And it's actually phrased the same way in all of those around 1.8 million. So that's nice to see and stuff like that is worth paying attention to. But because it stayed consistent, it's not something that I view as a red flag.

但是我现在有机会回顾第四季度、第一季度和第二季度的盈利报告。实际上，在所有这些报告中，数据大约都是180万左右，表述方式都是一样的。所以很高兴看到这样的结果，这种情况是值得关注的。但是因为数据一直保持一致，我并不认为这是一个不妥之处。

All right, let's get into the updates on the Model Y as we had talked about briefly in the delivery episode. Tesla did update the Model Y in China pretty quietly, but they brought over some of the changes from the updated Model 3, including a new look for the dash, which includes the ambient lighting. I'm not sure if that is included in the back seats yet or not, but no rear screen. The steering wheel still has stocks, etc. So not all the changes from the Highland Model 3, especially for the exterior, though Tesla has updated the cap for the aero wheels from silver, now to black.

好的，让我们来谈谈Model Y的更新情况，正如我们在交付一集中简要提到的。特斯拉在中国对Model Y进行了非常低调的更新，但他们引入了一些来自更新后的Model 3的变化，包括仪表盘的新外观，其中包括环境照明。我不确定后座是否已经包括在内，但没有后置屏幕。方向盘上仍然有各种功能，等等。因此，并非来自Highland Model 3的所有改变，尤其是外观方面，尽管特斯拉已将空气动力学车轮的顶盖从银色更新为黑色。

There are also some performance improvements. As we can see from the Wayback machine here, the range on the all-wheel drive version has increased by about 4% up to 688 kilometers CLTC for the opening price point real-wheel drive version that range increased by about 1.5%. For that vehicle, the zero to 60 time also improved by a second from 6.9 seconds to 5.9 seconds, and pricing for all versions has stayed the same. So some pretty nice updates all around, but hopefully nothing major enough to really significantly impact production.

还有一些性能改进。从这里可以看出，四轮驱动版本的续航里程增加了约4%，达到688公里CLTC；而实际驱动版本的续航里程则增加了约1.5%。对于那款车型来说，0到60英里/小时的加速时间也从6.9秒减少到了5.9秒，并且所有版本的定价保持不变。所以综合来看，有一些不错的更新，但希望不会对生产产生重大影响。

Now right after this change, we also got a change for the Model Y in the United States. Tesla has added a new trim. This is the rear wheel drive Model Y, which takes over the vacant opening price point slot that was left vacant from the removal of the 4680 all-wheel drive Model Y about a month ago. So this new rear wheel drive version, this starts just below $44,000. It is $3,750 cheaper than that all-wheel drive version was previously, but obviously without the benefit of all-wheel drive. Also a little bit less range.

现在在这一改变之后，特斯拉在美国的Model Y也有了一项变化。特斯拉新增了一款新型号。这就是后驱Model Y，它填补了一个空缺的价格点，该价格点是约一个月前移除的4680全驱Model Y留下的空缺。因此，这款新的后驱版车型的价格低于44000美元。比之前的全驱版本便宜3750美元，但是显然没有全驱带来的好处，而且续航里程也略微减少了一点。

Tesla estimates the range at 260 miles for this version versus 279 on that 4680 version. The max speed is the same at 135 miles per hour, but the acceleration a bit worse at 6.6 seconds for 0 to 60 versus 5.0 seconds on the old 4680 all-wheel drive version. So this works the Model Y a little bit further down the market. We've actually seen Tesla occupy this space before, actually even lower. They briefly had a rear wheel drive version introduced in early 2021. That was even a couple thousand dollars cheaper, actually got below $40,000 briefly, but overall that trim was only available for a couple of months.

特斯拉估计该版本的续航里程为260英里，而4680版本的续航里程为279英里。最高速度相同，为每小时135英里，但加速度稍差，从0到60英里需要6.6秒，而旧的4680全轮驱动版本只需5.0秒。因此，这使得Model Y在市场上有了一点进一步的发展。事实上，我们之前甚至见过特斯拉占据这个空间，甚至更低。早在2021年初，他们曾推出过一款后驱版本，甚至低于40,000美元，但整体而言，这款车型只有几个月的可用时间。

So since the removal of the 4680 Model Y, not surprising to see another low range version added, Tesla probably had to fill that pretty quickly. This seems to be the answer for that for the time being, and I think given the differences, the pricing makes sense relative to how the lineup was previously priced.

因为移除了4680版的Model Y，所以增加另一个续航较短的版本并不奇怪。特斯拉可能需要迅速填补这个空缺。这似乎是目前的答案，考虑到差异，相对于之前的定价，这个价格是合理的。

Now obviously one of the questions here is if this is also a 4680 Model Y, to me it doesn't look like that's the case if we look at some of the EPA certification documents. The listed battery voltage and battery energy capacity match exactly with the rear wheel drive Model 3, which is a lithium iron phosphate battery pack, and neither of those numbers match to the long range Model Y. So with the lower range, with the slower 0 to 60, I think all signs are pointing to this being the same LFP pack that is in the rear wheel drive Model 3.

现在显然有一个问题是，如果这也是一辆4680型号的Model Y，对我来说看起来并不是这样的，如果我们看一下一些EPA认证文件。列出的电池电压和电池能量容量与后驱Model 3完全相吻合，而这是一个磷酸铁锂电池组，并且这两个数字都与长续航Model Y不匹配。因此，根据较低的续航里程、较慢的0到60加速时间，我认为所有迹象表明这是与后驱Model 3相同的LFP电池组。

Also from these EPA documents, it looks like Tesla has started the certification process for this almost six months ago, so this doesn't seem like a knee jerk reaction, something that has been planned at least for a while, at least in terms of having the option to do something like this.

从这些环保署的文件来看，特斯拉似乎在大约六个月前就已经开始了该认证流程，所以这并不像是一种急躁的反应，至少从有这样做的选择这个角度来看，这个行动至少是经过一段时间计划好的。

And then in terms of the tax credit, this vehicle is eligible for the $7,500 federal EV tax credit, similarly to the LFP Model 3. And the likely reason for that is because some of the language in the requirements seem to allow the domestic percentages that need to be hit on the battery to be accomplished at the fleet level rather than on the individual vehicle. Tesla has noted that some eligibility is likely to change next year, so if this vehicle is still around by then, it could be one of those that is at risk for a reduction.

而在税收抵免方面，该车符合7500美元的联邦电动汽车税收抵免，与LFP Model 3类似。可能的原因是，要求中的某些条款似乎允许在车队层面完成电池所需的国内比例，而不是在个别车辆上完成。特斯拉已经指出，明年可能会有一些资格发生改变，所以如果该车到那时还在市面上销售，它可能是那些面临减少风险的车型之一。

As far as the impact on the financials, obviously this is being introduced at a lower price than the previous opening price point, Tesla's been doing a lot of discounting so tough to say the overall impact entirely, but this probably ends up netting out to a lower ASP on the Model Y in general. And then for margins, the impact is a little bit less clear because the previous opening price point, of course, you had 4680s going into those, and that's likely been just overall a significant drain on Tesla's profitability in margins recently. And that drain will continue as the 4680s continue to ramp, it may just not be reflected in the Model Y product line, maybe that shifts over to Cybertruck or wherever else.

就财务影响而言，很明显这一价格要低于之前的起始价格，特斯拉一直在进行很多折扣，因此很难说整体影响有多大，但总体而言，Model Y的平均售价可能会降低。至于利润率，影响可能不太明确，因为之前的起始价格当然包含了4680电池的成本，而这很可能一直在对特斯拉的盈利能力和利润率造成显著压力。随着4680电池的稳定生产，这种压力将会持续存在，可能不会完全反映在Model Y产品线上，而是转移到Cybertruck或其他产品上。

So that makes the overall impact pretty convoluted, but if we compare this to the opening price point Model 3 with likely the same battery, this version of the Model Y has a $3750 premium, I'm guessing costs are somewhat similar, so should be a pretty healthy margin, at least relative to the Model 3, but that's also kind of the job of the Model Y is lifting that overall gross margin from where the Model 3 would be by itself, along with things that go without saying like volume, etc. So overall, I think the impact should be just fine, although a lot of moving parts here, it'll make it difficult to gauge.

这使得总体影响很复杂，但是如果我们将其与起售价相似、可能配备相同电池的Model 3进行比较，这个版本的Model Y要高出3750美元，我猜成本可能相当接近，所以利润应该相对较高，至少与Model 3相比是如此。但是Model Y的任务也包括提高整体毛利率，以及与其相关的诸如销量等各个方面的事情。总的来说，我认为影响应该没什么问题，尽管这里涉及的许多要素变化，很难进行准确评估。

All right, let's move on to the Cybertruck, we've got a few updates here, we talked briefly yesterday about how the Peterson Museum is going to be reportedly auctioning off a low-vin Cybertruck this weekend, I think we're close enough now at this point that no one should really expect a delivery event between now and then, certainly that's not my expectation, when this was originally set up they may have expected to be able to do that, but obviously they can just deliver the vehicle at some point in the future.

好的，我们继续谈谈Cybertruck，我们这里有一些更新。我们昨天简要讨论了彼得森博物馆据说将在本周末拍卖一辆低VIN号的Cybertruck。我认为我们现在已经接近这个时间点，没有人应该真的期待现在和那个时候之间有交付活动，至少我是这样认为的。当最初安排时，他们可能希望能够这样做，但很明显，他们可以在未来的某个时间交付这辆车。

Now the other big update, this one's a bit of a spoiler, so fair warning on that, the Cybertruck interior has been filmed, it's unclear how this person got access or the legality of that access, but the video has now been removed from YouTuber set to private rather, easy to find recordings on X if you do want to search for it, but we'll just look at a couple of photos, I'd personally rather leave it as a surprise, but can't really omit it from the coverage now that it's out there, so the display here, some pretty interesting stuff, very cyber-themed, seems to have some terrain displayed here, we can also see that this vehicle had an 84% state of charge, but no indication on miles, and we can see the menu bar for various applications appears to be on the left side, not sure if that would be configurable, but that would be different from the bottom row that Tesla vehicles have today, then a few other various shots of the interior, a lot of stuff that we have seen by now, but with a new perspective, and also gives us a pretty good sense of how that rear window feels, and the rear view mirror has also been a question, whether that is digital, or just a standard mirror, I'm not sure this lets us say conclusively, my guess is still digital based on the tonneau cover, but still seems to be a topic of debate after this, though I think most people also lean in that direction.

现在是另一项重大更新，这可能会泄露一些情况，所以要提前警告一下。有人拍到了Cybertruck内部的视频，目前还不清楚这个人是如何获得权限以及是否合法，但该视频已被从YouTuber转为私人观看，如果你想搜索的话，可以在X上很容易找到录像。但我们只看几张照片好了，我个人宁愿将其保留为一个惊喜，但既然已经在网络上曝光了，也不能在报道中忽略它，所以这里显示了一些非常有趣的细节，非常具有未来感，显示出一些地形图案，我们还可以看到这辆车的电池电量为84％，但没有显示里程，我们还可以看到各种应用程序的菜单栏似乎在左侧，不确定是否可配置，但这与特斯拉现有车型的底部菜单栏有所不同，然后还有一些关于内部的其他照片，很多我们已经看过的内容，但给我们带来了新的视角，也让我们对后视窗的感觉有了很好的了解，对于后视镜是否为数字镜子还是普通镜子一直存在疑问，我不确定这是否能让我们下定论，但根据行李箱盖来猜测，我认为后视镜仍然是数字化的，但在这之后，这个问题似乎还是有争议的话题，尽管我认为大多数人也倾向于数字镜子的观点。

Moving on from the interior, we've got another nice update from Joe Tegmeyer spotted what appears to be a crash-tested Cybertruck at Gigataxis, we've seen similar instances a couple of times now, but gives us a pretty good look at the front crumple zone, whereas before I think we had mainly seen some rollover type of testing. Very curious to get those results someday when they are published, and also the conclusion of Tesla's April Fool's Day crash test teaser video. Couple of the quick updates on the Cybertruck, there's been a new rap spotted, this one's got the Cybertruck logo graffiti on the side, and perhaps more interestingly, something going on on the top here, looks like maybe an antenna, maybe a Starlink receiver, pretty tough to tell for sure, but would be interesting if that were the case, though not something I would expect Tesla or SpaceX to all of a sudden start offering, and Elon has talked about that in the past, but nevertheless, still fun to see if that is the case. And then finally on Cybertruck, there has been a sighting of Cybertruck at Starbase, which is kind of fun to see, some really nice quality photos here from Shondor de Anna X, and definitely a place where the Cybertruck looks and feels like home fits the aesthetic perfectly.

继续谈论内饰后，我们从乔·泰格迈尔那里得到了另一个好消息，他在Gigataxis看到了一辆似乎经过碰撞测试的Cybertruck。我们之前已经见过几次类似的情况，但这次我们可以很好地看到前防撞区，之前我们主要只看到了一些翻车测试。当这些结果被公布的时候，我非常好奇。而且还期待特斯拉愚人节撞车测试预告视频的结论。关于Cybertruck的其他一些快讯，有人发现了一种新的包装，侧面上有Cybertruck的标志性涂鸦，更有趣的是，在顶部似乎还有些动作，看起来像是天线，可能是Starlink接收器，但很难确定，如果是这样的话，那将非常有趣，尽管不是我对特斯拉或SpaceX突然提供的期望，埃隆之前也谈论过这个问题，但仍然很有趣看到是否属实。最后，关于Cybertruck，有人在Starbase看到了Cybertruck，非常有趣，Shondor de Anna X提供了一些质量上乘的照片，这个地方确实是Cybertruck看起来和感觉都像家的地方，完美符合美学。

Next up, we've got some really great insights on the Tesla Semi, which appeared on an episode of Jay Leno's Garage about 40 minutes long, primarily with the head of the Semi program Dan Priestley, but Franz von Holzhausen also attending there for a bit. Definitely just go watch the full video, it's a fun one, the link for that is in the description, but we'll hit the main interesting points here. On production Dan said they've so far made about 60 to 70 vehicles, which I think tracks with what we would have estimated at this point, as we know pricing details that were once on the Semi page, those of long since been removed, he said price is not released but comparable or competitive with diesel trucks, and particularly to other EV trucks he mentioned, but said that in the first three years of use, fuel savings would be nearly $200,000, not even considering other maintenance, so depending on pricing, the payback period here could be as short as two to three years, which will mean crazy demand once Tesla starts ramping production. Dan said a number of times that they're not trying to be a small player here, but a major player in the market. As for performance, Dan mentioned that they have 1500 horsepower available to them, but that that is tailored to customer needs to provide better efficiency and longevity for the Semi. And on charging, he mentioned that you can recover about 70% state of charge in about 30 minutes. So this gives us a little bit more insight into what we've been talking about with the Semi run on less data, and Pepsi's kind of strange comments about charging at 750 kilowatts, which does seem to be the case, but there should be much more capacity based on this comment. Like we had suspected the run on less data looks like they're recovering about 45% or so in half an hour. So that's a pretty significant difference and hopefully over time Tesla will start to leverage that.

接下来，我们将带来一些关于特斯拉卡车的真正有价值的见解，这些见解出现在《杰伊·莱诺的车库》的一集中，大约40分钟，主要与半挂卡车项目负责人丹·普里斯特利交谈，但弗兰兹·冯·霍尔仁豪森也在那里参与了一段时间。一定要看完完整的视频，它非常有趣，链接在介绍中，但我们将在此提及一些主要的有趣观点。关于生产，丹说到目前为止，他们已经生产了大约60到70辆车，我认为这与我们此时的估计相符，因为我们知道曾经在半挂卡车页面上发布的定价细节已经删除，他说价格没有公布，但与柴油卡车相当或具有竞争力，尤其是与其他纯电动卡车相比，但他还提到，在使用的头三年，燃料节省将近20万美元，甚至不考虑其他维护成本，因此根据定价，回收成本期可能仅为两到三年，这将意味着一旦特斯拉开始大规模生产，需求将变得疯狂。丹多次表示，他们在这里不是想成为小玩家，而是市场的一家重要玩家。至于性能，丹提到他们有1500马力可用，但这些都是根据客户需求进行调整的，以提供更好的效率和半挂卡车的使用寿命。关于充电，他提到你可以在大约30分钟内恢复约70%的电量。因此，这些信息给我们提供了更多关于我们在有关卡车以低数据运行的讨论中的洞察力，以及百事可乐关于750千瓦充电的奇怪评论，看起来似乎情况确实如此，但基于这条评论，应该还有更大的容量。就像我们怀疑的那样，以低数据运行看起来能在半小时内恢复大约45%左右的电量。这是相当大的差异，希望特斯拉随着时间的推移能够利用这一点。

Leno also asked about Regen if that was more powerful than in other Tesla vehicles, and they said yes, because there is so much mass with the Tesla Semi, it makes it much more powerful, not sure in terms of percentages, but obviously the Semi is equipped to handle that. And then pretty interestingly on breaking Dan in his own words said that the Tesla Semi is using brake by wire. There seems to be some debate on what exactly constitutes brake by wire. I'm not expert in that subject, but his exact words were quote, we brought over a brake system that's actually commonly used in Europe. So it's break by wire. So it's still pneumatic actuated, but it's electrically commanded in its primary mode. And so it gives us much better fidelity and control over the breaking of the vehicle. And so it results in much smoother braking than in traditional North American systems, and quote. So I'll leave it to the comments to provide a little more context on that. But either way, nice to hear a little bit more about that system. And Jay Leno was very effusive in his praise of just how smooth the vehicle was throughout the drive, including during braking with a trailer, actually pulling a Tesla Semi on it.

Leno还问到Regen是否比其他特斯拉车辆更强大，他们回答是的，因为特斯拉Semi的质量很大，所以它更加强大，虽然具体百分比不确定，但显然Semi装备了处理这个问题的设备。然后，Dan非常有趣地说，特斯拉Semi使用了电控刹车。关于什么才被认为是电控刹车，似乎存在一些争议。我对这个主题不是很了解，但他确切的说法是，我们使用了在欧洲常用的刹车系统。所以它是电控刹车。所以它仍然是气动驱动的，但在主要模式下是由电控命令的。因此，它可以给予我们更好的真实感和对车辆刹车的控制。因此，相比传统的北美系统，刹车更平滑。我将留给评论提供更多相关信息。但无论如何，很高兴听到了关于这个系统的一些详细内容。Jay Leno对整个驾驶过程中车辆的平稳性非常赞赏，包括带有拖车的刹车效果，实际上是拉着一个装载特斯拉Semi的拖车刹车的时候。

A couple other details Dan did mention that eventually Tesla will do a sleeper cab as the charging network is expanded right now. Doesn't make a lot of sense to do that, but someday they will.

丹还提到了一些细节，即随着充电网络的扩展，特斯拉将会开发货车驾驶舱。目前来看这样做并没有太多意义，但总有一天会实现的。

And he also mentioned that the turning radius on the semi is actually about the same as a Model 3 or Model Y and actually mentioned that a couple of times.

他还提到，半挂车的转弯半径实际上与Model 3或Model Y大致相同，并多次强调了这一点。

He also mentioned a few times how important it was for Tesla and the design of this vehicle to make sure that it could be easily dropped in to another fleet. So very big focus from them on compatibility mentioned that being compatible with all trailers was a top priority for them. And other things like that just to make sure it's as easy to implement a Tesla semi as possible. Again, the link for that is in the description. Definitely would check that out.

他还多次提到特斯拉和这款车的设计有多么重要，要确保它能轻松加入另一个车队。因此，他们非常注重兼容性，并且提到与所有拖车兼容是他们的首要任务。还有其他类似的事情，只是为了确保实施特斯拉半挂车尽可能容易。再次强调，在描述中有相关链接。务必查看一下。

Alright, next we've got a quick update from Bloomberg Law on the status of the lawsuit, which is resulting in possibly the return of some funds from the Tesla board to Tesla at the company. Most recently we had talked about the lawyers request for $230 million in legal fees for a part of the settlement Tesla and a new court document has argued against that saying that it is demonstrably unreasonable and roughly four times more than what should be earned. Also interesting in terms of the impact that this may eventually have in terms of Tesla's financials. A part of this did say that Tesla is saying that regardless of the cost to the directors, the agreement, a settlement agreement, only worth about $295 million to Tesla. So that's probably the ballpark of what we would expect to eventually show up in the financial statements. But I'm not exactly clear on how that would be reflected.

好的，接下来我们从彭博法律新闻得到了一个关于诉讼案件进展的快速更新，可能会导致特斯拉董事会向特斯拉公司返还一些资金。最近我们讨论了律师要求获得2.3亿美元的法律费用作为特斯拉与解协议的一部分，但一份新的法庭文件反驳称这是明显不合理的，大约比应该赚到的费用多出四倍。这可能对特斯拉的财务状况产生影响是相当有趣的。其中一部分文件指出，特斯拉声称无论董事们的费用多高，解协议对特斯拉的价值仅为2.95亿美元。因此，这可能是我们最终可以在财务报表中看到的大致数额，但我对这将如何反映在报表中并不十分清楚。

Alright, last few things here. We've got a couple updates on other EV trucks. So first the F one 50 lightning. The Detroit free press is reporting that dealer stock orders, so not orders that already had customers paired with them, but orders from dealers for inventory have been canceled over the last few days and Ford apparently confirmed this with the Detroit free press stating additional quality checks as the reason in a statement they said as a result, we have canceled some dealer stock orders not submitted as pre sold for model year 2023 and quote our manufacturing team is critical to our quality efforts because they are the last line of offense for delivery to our customers. We've identified a couple of additional areas where we believe additional checks are necessary as we ramp up production and quote also on the lightning forward has announced a new trim.

好的，最后几件事情。我们对其他电动卡车有一些更新。首先是F-150闪电版。底特律自由报报道称，过去几天内经销商库存订单（而不是已经与顾客配对的订单）已被取消，福特显然向底特律自由报确认了这一点，并在一份声明中以额外的质量检查为原因，他们说：“因此，我们取消了一些没有以2023年机型的预售提交的经销商库存订单。”我们的生产团队对于我们的质量努力至关重要，因为他们是交付给客户的最后一道防线。我们已经确定了一些额外的领域，我们相信需要进行额外的检查，以满足我们的生产需求。”此外，关于闪电版，福特宣布推出一个新的款式。

This is called the F one 50 lightning flash and they're saying it's a new tech forward model starting around $70,000. Overall, doesn't seem like anything to major.

这款车被称为F150闪电闪电，他们称其为一款价格约为70,000美元的全新科技前卫车型。总体来说，并没有什么特别的。

Then we've also got a couple updates on Rivian. They have also announced their Q3 delivery and production numbers. They produce 16,300 vehicles in the quarter delivered just over 15,500, which was apparently pretty well ahead of analyst consensus expectations at somewhere around 14,000. They also reiterated their on track for their previous guidance of 52,000 vehicles produced this year and announced November 7th as the date for their Q3 earnings report.

然后我们还有一些有关Rivian的最新消息。他们还宣布了他们第三季度的交付和生产数字。他们在该季度生产了16,300辆车，交付了15,500多辆，这似乎比分析师共识预期（约为14,000辆）要好得多。他们还重申今年52,000辆车生产目标依旧顺利，并宣布11月7日为他们第三季度盈利报告的日期。

Lastly, then the International Astronautical Federation or IAF has announced that this Thursday, Elon will be virtually joining to speak at the International Astronautical Congress, so we'll keep an eye out for that. And Elon has also been announced as the individual winner for the 2023 IAF World Space Award, so congratulations to Elon for that.

最后，国际航天联合会（International Astronautical Federation，简称 IAF）宣布埃隆将在本周四以虚拟方式参加国际航天大会，并发表讲话，我们将密切关注。同时，埃隆还被评选为2023年IAF世界太空奖的个人获奖者，对此向埃隆表示祝贺。

That are up it up for today though, so as always, thank you for listening, make sure you're subscribed and signed up for notifications, also find me on X at Tesla podcast, and we'll see you tomorrow for the Wednesday, October 4th episode of Tesla Daily. Thank you.

虽然今天就到这里，但一如既往，非常感谢您的收听。请确保您已经订阅并开启了通知，还可以在[Tesla Podcast]中找到我。明天十月四日我们将在《特斯拉日报》再见。谢谢！