Cybertruck Bidirectional Charging / Pepsi on Tesla Semi Performance / RJ on Rivian Profitability ⚡️
发布时间 2023-10-04 23:02:39 来源
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00:00 - CT Bidirectional SEE PINNED COMMENT
00:29 - Tesla Lawsuit
1:17 - RWD Feedback
1:42 - Trending Insurance Post
2:15 - This Saves Tesla $10B
5:32 - Frustrating
7:38 - BYD Price Segments (Narrative)
9:40 - Location Sharing
10:05 - Tesla Semi Loads
11:23 - Ford's Latest UAW Offer
12:07 - GM Prepares Line of Credit
12:42 - US Sales
13:19 - Ford Q3 Sales
14:31 - Governor on Ford and CATL
14:42 - RJ Scaringe
15:45 - Nikola Starting Deliveries Soon
16:30 - Polestar CTO
17:01 - Tesla Fremont to Canada
17:54 - Electric Boat Launch
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GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my newest patron, George F. Thank you for choosing to support the channel.
欢迎来到电气化世界，我是你的主持人迪伦·卢米斯。随便打个招呼给我最新的赞助人乔治·F. 谢谢你选择支持本频道。
Most likely you remember that racial discrimination lawsuit against Tesla where the first time around the jury awarded the plaintiff $137 million in damages. Then a judge later ruled that that was excessive. It was then lowered to $15 million, but the plaintiff rejected that offer. And now today we have a federal judge declining to order a third trial in this same lawsuit. Acting claims by the former factory worker that the company's lawyers engaged in misconduct. In a written order, the judge upheld a $3.2 million verdict that a jury awarded to OND as in April.
很可能你还记得那个针对特斯拉的种族歧视诉讼案，起初陪审团判决原告赔偿1.37亿美元。随后一位法官裁定这一数额过高，将赔偿降低为1,500万美元，但原告拒绝接受此提议。如今，一名联邦法官拒绝在这起诉讼案中进行第三次审判，原告声称公司律师有不当行为。法官在书面命令中维持了四月份陪审团判决给予的320万美元赔偿。
I'm not sure what type of legal action Mr. Diaz and his lawyers can take from this point forward, but good for now.
我不确定迪亚斯先生和他的律师们从现在开始可以采取什么类型的法律行动，不过目前看来还不错。
I really would like some of your input on what Elon said on X. He said, talking of the rear wheel drive Model Y, it performs well on snow and ice with all season or winter tires. All wheel drive is nice to have, but not required for winter driving. I know some of you are out there in snowy climates like myself where the snow can be a little bit more than a dusting. In those environments, let me know what you guys think of a rear wheel drive vehicle if you have any experience.
我真的很想听听你对埃隆在X上的讲话的看法。他说，谈到后驱的Model Y，在雪地和冰面上使用全季节或冬季轮胎能够很好地运行。全轮驱动固然好，但并非冬季驾驶必需品。我知道有些人就像我一样生活在多雪的气候地区，那里的雪比薄薄的一层要多一些。在这种环境下，如果你们有任何经验，请告诉我你们对后驱车辆的看法。
There was a trending post on Reddit of a user sharing their Tesla insurance screenshot saying that it's now accounting for excessive speeding over 85 miles per hour. It'll dock your safety score. Honestly though, as far as I can tell, this has been around for the last 6 months or so since Tesla rolled out, the safety score 2.0. Maybe some of you guys can add more color, perhaps there are some regional timing differences out there when it comes to Tesla insurance and what it is taking into consideration for your safety score. I just wanted to clarify that speeding factor has been one now for a few months.
Reddit上有一篇流行帖子，一位用户分享了他们的特斯拉保险截图，表示现在保险会计算超过每小时85英里的超速行驶。这会降低你的安全评分。不过说实话，据我所知，特斯拉推出2.0安全评分大约已经有6个月左右了。也许你们中有些人可以提供更多信息，也许在特斯拉保险方面，以及对你的安全评分考虑到哪些因素方面，可能存在一些地区性的时间差异。我只是想澄清，超速因素已经是一个考虑因素，已经有几个月了。
This article is also making its rounds and if you pay any attention to the mining or the mineral industry, you'll always hear people talking about these huge upcoming copper shortages, how we all need to be investing in the copper industry, but it's tough to tell if it's people trying to pump their investments or if there's really something going on here. And what do you know? If you scroll down on the article you will see disclaimer this is a paid advertisement. Either way, they said for Tesla to reach their production targets, they would need roughly 9% of the world's copper production per year. This Reuters article said copper has been seen as a green energy transition play in part because of the wiring needed for EVs. They can use as much as 80 kg, 176 pounds of copper, 4 times the amount used in a typical combustion vehicle. Goldman Sachs came out with a report saying EVs accounted for 2 thirds of the global demand growth in copper last year. Notice how this is not 2 thirds of the global demand but 2 thirds of the demand growth. But they also say this EVs and battery makers have found ways to cut weight and cost that means less copper needed per vehicle.
这篇文章也在流传，如果你对采矿或矿产业有所关注，你会经常听到人们谈论即将到来的大规模铜短缺，以及我们都需要投资铜产业，但很难判断这是人们试图推动自己的投资，还是确实有什么问题。你看看文章下面，你会看到这是一则付费广告的免责声明。无论如何，他们说如果特斯拉要达到他们的生产目标，每年大约需要全球9%的铜产量。路透社的一篇文章称，铜被视为绿色能源转型的投资机会，部分原因是电动汽车所需要的电线。电动汽车可使用多达80千克（176磅）铜，是一辆传统燃油汽车使用量的4倍。高盛发布了一份报告，称去年电动汽车占据了全球铜需求增长的三分之二。需要注意的是，这并不是全球需求的三分之二，而是需求增长的三分之二。但他们还说，电动汽车和电池制造商已经找到了减轻重量和成本的方法，这意味着每辆车所需的铜量更少。
Speaking of those innovations, Tesla and Elon just told us they're going to be moving from 12 volts to 48 volts that should allow for smaller wires and thus less copper. Elon said first approximation, that means we need only about 1 quarter as much copper in the car as would be needed for a 12 volt battery so that's a big deal because people often worry about whether there is enough copper. Elon said yes, there is. This article from Mining.com said some Tesla cars use up to 82 kg of copper or about 180 pounds. And here's where that first article that was trending maybe got its data from Mining.com for Tesla to hit its goal of 20 million cars per year. Doing the math, that would be about 9% of global production if the levels stayed where they were in 2022. You would take this 1.8 million tons times roughly 2200 to go from tons to pounds. That would give you 4 billion pounds of copper then doing the math across 20 million vehicles. That's assuming about 200 pounds of copper per vehicle. But if Tesla moves to 48 volts, those figures could be cut by 75%. If over the coming years Tesla's copper predictions are correct about how much they can save, they would save roughly 1.3 million tons or about 10 billion dollars worth of copper at the prices where they were over the summer.
说到这些创新，特斯拉和伊隆告诉我们他们将从12伏电池转向48伏电池，这将减小导线的尺寸，从而减少铜的使用量。伊隆说初步估计，这意味着我们只需要大约四分之一的铜量来制造一辆车，相比于12伏电池，这是一项重大突破，因为人们经常担心是否有足够的铜。伊隆表示有足够的铜。这篇来自Mining.com的文章称特斯拉汽车使用多达82公斤的铜，约180磅。也许这篇最初流行的文章所引用的数据就来源于Mining.com，为了实现每年2000万辆汽车的目标，特斯拉需要的铜量将占全球产量的9%，假设2022年的水平保持不变。将这180万吨乘以2200，即可由吨转为磅。这样就得到了40亿磅的铜，然后再计算20,000,000辆车的数量，这里假设每辆车需要200磅铜。但如果特斯拉转向48伏电池，这些数字可能会减少75%。如果特斯拉未来几年的铜节约预测是准确的，他们将节约约130万吨铜，价值约100亿美元，根据今年夏天的价格计算。
I've said it before on the channel but Tesla is going to be the 1000 cuts that is ultimately the death of big parts of the traditional auto industry. It's all of the little tiny innovations that always go over looks that over time compound and add up. I'm not going to act like I'm an expert on the copper industry and there certainly may be temporary shortages along the way but with Tesla moving to 48 volts potentially saving 75% of the copper needs and in turn billions of dollars, I'm not sure this is something we need to be worrying about or throwing our life savings into.
我以前在频道上说过，但特斯拉将成为传统汽车行业的终结，击溃它的将是千刀万剐般的打击。这是那些经常被忽视的微小创新，随着时间的推移会不断累积和增加。我不会表现得像对铜行业很有专业知识，肯定会出现暂时的短缺，但是随着特斯拉转向48伏电压，有可能节省75%的铜需求，从而节省数十亿美元，我不确定这是否是我们需要担心或把我们的积蓄投入其中的事情。
I feel like I have to clarify, I wasn't at all trying to hint at or say I think investing in copper is a bad financial decision. Why is it that Tesla's demand has been so soft? Is it simply that they've over produced and they can't cut prices enough because there's just no pent up demand for EVs. Why is it that those delivery numbers have so much excess inventory right now? How long is it going to take for that to be absorbed? There it is again, this soft demand and major excess inventory. Are they just parroting these same talking points without even looking at the data or trying to figure out what's really going on?
我觉得我需要澄清一下，我完全不是在暗示或者说我认为投资铜是一个不明智的财务决策。为什么特斯拉的需求如此低迷？是不是因为他们生产过多，而且由于没有积压需求，无法降低价格。为什么交付量中有这么多过剩库存？需要多长时间才能吸收掉这些库存？这里又是这种疲软的需求和大量过剩库存。他们是不是只是照搬这些相同的论点，甚至没有看数据或试图弄清楚实际情况是怎样的？
If you've been keeping up with the videos you've heard me already talk about this and address it but still it's like, come on now. You look at 1.8 million what I believe is going to be delivered for the year. That's a super strong number relative to the environment. I think margins trough and Phil's talked about that as well. Q4, I think you have Cybertruck that starts production or Refresher Model 3 and I think in China they actually start to gain more share. That's why in our view, this is more of what I've used to pause into the next phase of the Tesla growth story which is why we've been telling our investors here, you continue to own this name.
如果你一直关注视频，你应该已经听我谈到这个问题并做出了回应，不过还是要说一下。你看一下这一年可能交付的180万辆，相对于环境来说，这是一个非常强劲的数字。我认为利润已经达到最低点了，Phil也谈到了这个问题。第四季度，我认为你们会开始生产Cybertruck或者提供Model 3的更新版本，而且我认为在中国市场他们实际上会获得更多份额。这就是为什么我们认为，这更多地是为了迈向特斯拉增长故事的下一个阶段，这也是为什么我们一直告诉我们的投资者们，你们继续持有这个公司的原因。
How did they go from not being able, a year ago, not being able to meet demand to the situation where they are right now? What happened? Demand definitely soft. We've seen that in China in terms of central price where that's happened in China but I believe the poker move of cut in prices, that was the right thing. I think we've seen it in the stock in terms of stimulating demand for Tesla but no doubt, they are definitely going through a transition in terms of what we're seeing with demand in the US globally. But if you look at scale and where they could get to production, we're going to be looking at next year or two or coming as going to be 2.5 million, ultimately in the 3 million, what they're going to see from a delivery as well as a production. I think this is just, in my opinion, this is just what I'll call the middle phases of the next phase of the Tesla growth story taking place.
一年前，他们还不能满足需求，怎么就变成现在这样了呢？发生了什么？需求肯定有所下降。我们在中国看到了这一点，中国发生了价格中枢的情况，但是我相信降价策略是正确的。从特斯拉股票上来看，我们确实看到了它刺激需求的效果，但毫无疑问，特斯拉在全球范围内正在经历需求的转变。但是，如果你看到他们的规模和未来生产能力，我们可以预计在明年或后年，他们的生产量将达到250万台，最终达到300万台。我认为，这只是特斯拉下一阶段增长故事的中间阶段。
Can't lie, I was disappointed with Dan's answer. No mention of production shutdowns for upgrades. No mention of any of Tesla's inventory on ships to Europe. No mention of days of supply actually contextualizing any of these excess inventory numbers. I wonder though about competing with BYD. I mean, they have more models, they update them more quickly, they have more colors. It's already, Chinese models are like some of the top selling vehicles in Europe already. They also have, what's the smaller one, the four letters. It's not just BYD which is formidable but there's other Chinese automakers as well. When you read about these, these are not like low cost cheap businesses. BYD is like the Japan of the 2020s in terms of the impact that Japanese automakers had on the market back then. So you do wonder if Tesla, even having an advantage to the big three, how does it not get undercut? And if they keep the Chinese cars out of this market, maybe it'll be fine, but how does it not get undercut?
说实话，我对丹的回答感到失望。没有提到用于升级的生产停工。没有提到特斯拉在装船往欧洲的存货。没有提到任何实际情况下这些过剩库存数字的供应天数。不过，我对与比亚迪的竞争很感兴趣。我的意思是，他们拥有更多车型，更新更快，颜色也更多样。中国车型在欧洲已经成为畅销车型之一。还有，那个小写的是什么来着，四个字母的。竞争对手不单单只有比亚迪，还有其他中国汽车制造商。当你阅读这些信息之后，你会发现这些并不是廉价的企业。比亚迪就像是2020年代的日本一样，对市场产生了巨大的影响。所以你会好奇，即使特斯拉拥有与三大汽车巨头的优势，它如何不被抢占市场份额？如果他们能够把中国车型挡在这个市场之外，也许一切都会好，但它如何避免被抢占市场份额呢？
There's a reason I've been trying to prepare everybody here for the narrative that BYD is somehow bigger, better and better than Tesla because they're now selling more full BEVs or about to maybe as soon as Q4. For those who like the data of why I'm saying these things, here was a great chart shared by James Cat on X. What we have here are rankings of any V model sales volume by price range for August 2023. Top left starts most affordable price range, 0 to 100,000 RMB and then goes up all the way to over 500,000 RMB+. For now, just look at the red bars, that's BYD's data and this is going to be in thousands of units.
我一直试图让大家在此为BYD打造的叙事中准备好，即他们现在销售的全电动汽车或许在2022年第四季度也许就会超越特斯拉，这是有原因的。对于那些想要了解数据的人，这是X上James Cat分享的一张很好的图表。我们在这里看到的是2023年8月按价格范围排名的任何V型车销量。 左上角是最经济实惠的价格区间，人民币0至100,000元，然后一直上升到超过500,000元的区间。暂时只看红色的柱形图，那是BYD的数据，单位是千辆。
Most of their sales are coming below 200,000 RMB. Compare that to Tesla, the purple bars, Tesla has all of their sales volume coming over 200,000 RMB. Doing some rough math, it's only about 15% of BYD sales that are coming in the same price range that Tesla is actually playing in. Now yes, I'm aware as you get closer to the high end of this category and the low end of this one, there's a little bit of crossover there but I think you get the picture. Not only does comparing Tesla to BYD come with its own inherent flaws but more importantly, it's not Tesla vs BYD, it's these two against the ice makers.
他们大部分的销售额都低于20万元人民币。相比之下，特斯拉（紫色柱状图）所有的销售量都高于20万元人民币。简单计算一下，大约只有BYD销售额的15%与特斯拉处于同一价格范围内。当然，当你接近这个类别的高端和低端时，会有一些交叉，但我希望你能理解。比较特斯拉和BYD不仅存在固有的缺陷，更重要的是，它不是特斯拉对比BYD，而是这两个对抗传统汽车制造商。
In a software update, there's a new feature that has to do with location sharing now and icon will appear at the top of your touchscreen whenever an app requests your vehicle's live location data. So if you'd like to check in on your family members whereabouts now, they'll be notified of you doing so. A guy on Reddit said he likes to track his wife when she's going through a drive-through so that remotely he can play the fart sound when she's at the window. Had to pass that one along.
在软件更新中，现在有一个与位置共享有关的新功能，每当一个应用程序请求您的车辆实时位置信息时，屏幕顶部会出现一个图标。因此，如果您想要查看家人的行踪，现在他们会收到您这样做的通知。Reddit上有个人说他喜欢在他的妻子开车经过时追踪她，这样他就可以在她到达窗口时远程播放放屁的声音。我觉得有必要传递这个信息。
We did get a press release from Pepsi last week that I don't think got the coverage that it should have. Pepsi said their Tesla semis run two different routes, long haul routes that transport between 250 and 520 miles per run and with a gross vehicle weight plus load up to 82,000 pounds and 18 different delivery routes where the trucks cover less than 75 miles per day hauling and diminishing load that leaves nearly full and lightens throughout the day as deliveries are made. Pepsi said about the run on less event after two weeks, the semis have accumulated a total of 19,122 miles, approximately 65% of those miles were loaded to a gross vehicle weight plus load of over 70,000 pounds or roughly 85% of the max capacity. This 21 Tesla semi fleet for Pepsi does operate 24 hours a day. One of Pepsi's female drivers who initially volunteered to drive the Tesla semi first said she got a lot of questions about the Tesla semi when she started driving it. Some people thought it was all too good to be true, but it's been fun to say it's all electric can haul our regular shipments of beverages and feels great to drive. So roughly 65% of all the Tesla semi miles in the first two weeks of the run on less event were actually loaded to about 85% of the trucks capacity.
上周我们确实收到了百事可乐的一份新闻稿，我觉得它没有得到应有的报道。百事可乐表示，他们的特斯拉半挂车行驶在两条不同的路线上，一条是长途路线，每次运输行程在250到520英里之间，总重量加载高达82,000磅；另一条是18条不同的配送路线，卡车每天行驶不超过75英里，随着交货的进行，货物的重量逐渐减轻。百事可乐表示，在持续两周后，这些半挂车累计行驶了19,122英里，其中约65%的里程以超过70,000磅的总重量加载，约占最大承载能力的85%。百事可乐的这个由21辆特斯拉半挂车组成的车队运营时间达到24小时。百事可乐的一名女司机最早自愿驾驶这辆特斯拉半挂车，她说刚开始驾驶时有很多人对特斯拉半挂车提出了问题。有些人以为这太好不是真的，但事实证明它完全电动，能够运输我们常规的饮料，并且驾驶感觉很棒。所以，在这个运行上的两周内，大约65%的特斯拉半挂车行驶里程实际上以约85%的载重能力装载货物。
In a Ford press release, they just told us they made a new offer to the UAW. Ford saying it's the seventh offer now that they've made and this one would put UAW employees among the top 25% of all US jobs hourly and salary. They said while Ford remains open to the possibility of working with a UAW on future battery plants in the US, these are multi-billion dollar investments and must operate at competitive and sustainable levels. The future employees at these operations can choose to be union represented and enter into the collective bargaining process. In this new offer, Ford is offering temporary workers a 26% raise and for full time workers they just said more than 20% they offered before.
在一份福特新闻稿中，他们刚刚告诉我们他们向UAW（汽车工人联合会）提出了一项新提议。福特表示这已经是他们提出的第七项提议，而这一项将使UAW雇员的薪资待遇位居美国所有工作岗位的前25%。他们表示，尽管福特仍然愿意与UAW在未来的美国电池工厂合作，但这些是数十亿美元的投资，必须在竞争性和可持续的水平上运营。未来这些工厂的员工可以选择加入工会并参与集体谈判过程。在这个新提议中，福特向临时工提供了26%的加薪，对于全职工人，他们只是表示比之前提议的20%多。
At the same time we have GM setting up a line of credit for $6 billion which yes, you could take as a sign that they're expecting the strike to drag on. GM wants the 364 day revolving credit line to maintain operational flexibility. At the end of quarter two, GM's total auto liquidity stood around $38.9 billion. Financially this really is more of a preemptive move by GM. That's not like they need these funds right now. However, if they thought they were going to reach a deal with the UAW sometime soon, I doubt they would be doing something like this.
同时，我们看到通用汽车为60亿美元设立了一条信贷额度，这可以被解读为他们预计罢工将会拉长。通用汽车希望通过这364天的循环信贷额度来保持运营灵活性。截至第二季度底，通用汽车的总汽车流动性为389亿美元左右。从财务上来说，这实际上更像是通用汽车的一项预先措施。这并不代表他们现在就需要这些资金。然而，如果他们认为他们会很快与UAW达成协议，我怀疑他们会进行这样的行动。
Looking at US light vehicle sales for quarter three and near to date, I just want to focus on the nine month percentage change compared to 2022. Highlighting a few of the brands that with an overall expanding recovering auto market are still actually in the red. Lincoln down 5.5% looking at the next block of brands, all of these brands are actually positive. And two small volume players, Alpha Romeo down 22.7% and Fiat down 46%. Not a small player though, Jeep down 9.5%, Ram down 2.5, Delantis down 1.3% and then Bentley down 2%.
看着美国轻型车销售，特别关注与2022年相比的前九个月的百分比变化。在整体扩张恢复的汽车市场中，一些品牌仍然处于亏损状态。林肯下降了5.5%，接下来的品牌中，所有品牌实际上都是正增长的。另外还有两个小型厂商，阿尔法·罗密欧下降了22.7%，菲亚特下降了46%。不过不是小型厂商的吉普下降了9.5%，兰姆下降了2.5%，德兰特斯下降了1.3%，而宾利下降了2%。
For Ford's Q3 sales, we'll just focus on their EV numbers. It was up 14.8% on best ever sales of 20.9000 EVs. Much of that gain coming from Mach E sales up 42.5% for the quarter.
对于福特第三季度的销售情况，我们只关注他们的电动汽车销量。与以往最佳销量的20,900辆电动汽车相比，销量增长了14.8%。其中很大一部分增长来自于第三季度Mach E销量的增长，增幅为42.5%。
In September, Mach E sales hit 5,872, a new record and a year over year gain of 153%. Still only about half of that 10,000 unit per month number I'm looking for.
今年9月，Mach E的销量达到了5,872辆，创下了新的纪录，并同比增长了153%。但仍然只相当于我所期望的每月10,000辆的一半左右。
Ford looking at their Q3 sales will just focus on the Mach E, they did 14.8000 this quarter, up 42.5% compared to the same quarter last year. But the F-150 Lightning only sold 3.5000 down about 45% from last year.
福特汽车在查看他们第三季度的销售情况时，将只专注于Mach E这款车型。本季度他们销售了14,800辆，较去年同期增长42.5%。但F-150闪电版只售出了3,500辆，比去年同期下降约45%。
And yes, these are US only sales, but looking year to date, the Mach E has done 28.8000 sales in line with what it did last year. And despite the slower quarter for the F-150 Lightning, year to date is still up about 40% compared to last year.
是的，这些只是美国的销售额，但就今年至今而言，Mach E销量与去年持平，达到了28,800辆。尽管F-150 Lightning在本季度销售放缓，但今年至今销售额仍比去年增长了约40%。
The real question becomes, are Ford's lower F-150 Lightning sales due to lower demand? Or they just have not yet ramped up production? Personally, I still think it's too early to tell we might need another quarter or two to really figure that out.
真正的问题是，福特F-150闪电版销量低是由于需求不足？还是他们还没有增加产量？从个人角度来看，我认为现在还为时过早，我们可能需要再过一个季度或两个季度才能真正弄清楚这一点。
For what it's worth, Governor Gretchen Whitmer just said that she thinks Ford's battery facility with CATL will proceed whenever Ford strikes a deal with the UAW.
说实话，密歇根州州长格雷琴·惠特默刚刚表示，只要福特与美国汽车工人联合会（UAW）达成协议，她认为福特与CATL的电池工厂将会继续建设。
Are you seeing any drop off in average transaction prices? And I'm not looking for a specific number, but you have a high average transaction price on well over 80,000 per vehicle. And we know that we're going into price cutting mode within the EV industry. Are you noticing any erosion?
你是否注意到平均交易价格的下降？我并不要求具体数字，但你们每辆车的平均交易价格非常高，超过80,000美元。而我们知道电动车行业正在进入降价模式。你是否注意到任何侵蚀现象？
We've maintained our pricing and the demand for the products is very strong, so we've been able to keep that consistent with what we've had in the past.
我们已经保持了我们的定价，产品的需求非常强劲，因此我们能够保持与过去一样的一致性。
You've got an average loss of almost $33,000 per vehicle. And you saw the journal article yesterday and people are saying, well, when are you going to be profitable per vehicle? You've already said by the end of next year, are you seeing acceleration in the end of the day and bringing down those costs?
你平均每辆车损失了将近33,000美元。而你昨天看到了一篇期刊文章，人们说，你们什么时候会每辆车盈利？你已经说过明年年底之前能够实现，你是否看到了最终阶段的加速，并降低了成本？
Yeah, so this is our Q2 results. We had a loss of about an interest of just over $30,000 per vehicle. That is improving quarter-of-reporter, so we're seeing significant progress. And what we're going to see as we go forward is a very clear staircase or a set of steps that get us to a profitability of business and of course that's the objective. And the ramp of our production plant is really foundational and key for that.
是的，这是我们的第二季度业绩。我们每辆车的亏损大约超过了30,000美元。这个亏损在季度内在逐渐改善，所以我们正在取得显著进展。随着我们的前进，我们将看到一个非常明确的楼梯或一系列步骤，将我们带到盈利的业务上，当然这是我们的目标。我们的生产工厂的升级是实现这一目标的基础和关键。
I somehow missed this one last week, but Nicola is now saying they're going to start deliveries of hydrogen fuel cell electric vehicles in a few weeks. Nicola has 223 non-binding orders from 23 customers, including J.B. Hunt and AJR trucking.
我不知何故上周错过了这个消息，但尼古拉（公司）现在表示他们将在几周内开始交付氢燃料电池电动汽车。尼古拉已经获得来自23家客户的223个非约束性订单，其中包括J.B. Hunt和AJR物流公司。
Right now, at their manufacturing facility, they said they're producing one hydrogen truck per day. The trucks will have a range of around 500 miles, but in testing, they've gone upwards of 580. The fuel cell trucks hold 70 kilograms of hydrogen and Nicola is rolling out fueling stations across North America with its high La Brandt. Fuel tanks capable of holding 1000 kilograms of hydrogen can fuel about 18 trucks in a 24-hour period. I just have to say it, this is going to be a very interesting rollout to watch.
现在，在他们的制造设施，他们说他们每天生产一辆氢燃料卡车。这些卡车的续航里程约为500英里，但在测试中，它们的行驶里程超过了580英里。燃料电池卡车可以容纳70公斤的氢气，尼古拉正在北美推出其高La Brandt的加氢站。能够容纳1000公斤氢气的燃料箱可以在24小时内为大约18辆卡车加油。我必须说，这将是一个非常有趣的推出过程。
Polestar just announced a new CTO, Lutz Stiegler who came from sister company Volvo. That's where he spent the last 10 years and his role was head of electric propulsion responsible for product development for all software and hardware used in Volvo's powertrains.
Polestar刚刚宣布了一位新的首席技术官，Lutz Stiegler，他来自于姊妹公司沃尔沃。在过去的10年里，他一直在那里工作，担任电动推进系统部门的负责人，负责开发用于沃尔沃动力传动系统中的所有软件和硬件产品。
Last week Kia is hosting a one day event they're calling EV Day on October 12th. They'll present a posse of electric vehicles, including three small and medium sized EVs. And they said this is something they'll do annually to show off some of their technology.
上周，起亚汽车举办了一场名为“电动汽车日”的活动，活动在10月12日举行。他们将展示一系列电动汽车，包括三辆小型和中型电动汽车。他们表示，这是他们每年都会举办的活动，以展示他们的一些技术。
Drive Tesla Canada has reported that Tesla has switched back and they will resume sending cars from Fremont to Canada instead of only getting them from Giga Shanghai. So far, this only appears to impact the Model 3, not the Model Y. I should note they're getting this data from some listings and they don't specifically say that cars are made in Fremont but Drive Tesla confirmed with a source that Model 3 cars are already in transit to Canada from Fremont. They also saw some existing inventory vehicles that are listed as Arriving Soon, starting with the VIN 5YJ indicating production in Fremont.
Drive Tesla Canada报道称，特斯拉已经改变策略，他们将恢复从弗里蒙特向加拿大发送汽车，而不仅依靠来自上海超级工厂的汽车。到目前为止，这似乎只影响Model 3，而不是Model Y。我应该指出，他们获取这些数据是通过一些汽车列表，他们并没有明确说明汽车是在弗里蒙特制造的，但Drive Tesla已经与一位消息人士证实，Model 3汽车已经从弗里蒙特运往加拿大。他们还看到一些现有库存车辆被列为即将到达，VIN代码以5YJ开头，表明它们是在弗里蒙特生产的。
My guess is this has something to do with the Model 3 Plus, given that right now this only impacts the Model 3, maybe Giga Shanghai only now has capacity for the Model 3 Plus, meaning they're not shipping the old version to Canada anymore. Which would of course force Tesla to ship the older Model 3 to Canada from Fremont.
我的猜测是这可能与Model 3 Plus有关，考虑到目前只影响了Model 3，也许上海超级工厂现在只能生产Model 3 Plus，这意味着他们不再向加拿大运送旧版车型。这样无疑会迫使特斯拉从弗里蒙特将旧款Model 3运至加拿大。
It's been a while since we've talked about this one but we have John Vo, former executive from Tesla, he was the global head of manufacturing, set to launch his new flagship product, part of his company Blue Innovations Group, Saturday December 16th in St. Pete. The public launch event will be the first time people actually see the product where it doesn't look like an engineering contraption.
自从我们上次讨论这个话题以来已经有一段时间了，但现在我们有John Vo，前特斯拉高管，他曾是全球制造总负责人，计划于12月16日星期六在圣彼得堡推出他的新旗舰产品，这是他的公司Blue Innovations Group的一部分。公开发布活动将是人们首次真正看到这个产品，并不像一个工程装置。
VR30 is the first electric 30 foot day cruiser designed and made in Florida, outfitted with a 221kWh battery pack that should give it a run time around 8 hours.
VR30是佛罗里达州设计和制造的第一艘30英尺电动日用游艇，配备了221kWh的电池组，可提供约8小时的运行时间。
Just like Tesla, their boat will get continuous software updates.
就像特斯拉一样，他们的船只将会不断获得软件更新。
VR30 will come with an initial price point of around $300,000.
VR30的初步价格大约为30万美元。
Hope you guys have a wonderful day, please like the video if you did.
希望你们度过愉快的一天，如果你们喜欢这个视频的话请点赞。
You can find me on X, linked below, and a huge thank you to all of my Patreon supporters.
你可以在下面提供的链接上找到我，感谢所有支持我的Patreon赞助者们。