Cybertruck Rumors, Sales Reports, Expansion Update

Hey everybody Rob Maurer here and today we are going to be talking about some new rumors on the cyber truck. We're also going to be taking a closer look at other automakers sales in the United States for the third quarter and quite a few other items as well.

大家好，我是Rob Maurer，今天我们将讨论一些关于Cybertruck的新传言。我们还将更详细地查看第三季度美国其他汽车制造商的销售情况，还有其他一些事项。

Alright, looking at the stock to start things off Tesla with a really nice day today of 5.9% closing at $261.16. Also a nice outperformance although a pretty strong market with the Nasdaq up about 1 and a third percent.

好的，首先从股票方面来看，特斯拉今天表现不错，涨幅为5.9%，收盘价为261.16美元。尽管纳斯达克指数上涨了1.3个百分点，这也是相对较强的市场表现。

Alright, so we'll get right into the cyber truck rumors. So obviously just preface these. Preface this with these just being rumors as of course we always would have to when we're talking about rumors. But on a Tesla Twitter space today or Tesla X space today, there was a person who has claimed that they last night took a test drive of the Tesla cyber truck. And I do find it to be pretty plausible that this did actually occur based on the information that they shared. So we're going to go through some of the takeaways from sort of the 30 or 40 minute question and answer that this person gave. So we'll just hop right into those.

好的，我们来讨论一下Cybertruck的传闻。当然，在谈论传闻时我们总是需要说明这只是传闻。然而，在今天的特斯拉Twitter空间或特斯拉X空间上，有个人声称昨晚他试驾了特斯拉的Cybertruck。根据他们分享的信息，我发现这是相当有可能的。下面我们将列举一些这个人在约30到40分钟的问答中给出的要点。我们直接进入正题吧。

First off, this person has a Model X plan. Said that basically the cyber truck is a model X plan on steroids. They mentioned a number of times how they felt like there wasn't any reason to buy a model X because the cyber truck was that good. Except obviously if you prefer the looks of the model X as compared comparing the performance to the vehicle that he currently owns again the plan model X he said that at a 18% state of charge on their drive with the cyber shock that it felt just as fast as a plaid model X. He said that this version did have a tri motor plaid powertrain in it. So we talked previously about Elon's tweet or Elon's post about test driving the performance cyber truck. He did refer to it as performance rather than plaid. So unclear exactly what that denomination might be when this vehicle does come out if this is correct. But apparently it does have that same powertrain that the model has plaid or the model X plaid would have.

首先，这个人提到有一个Model X的计划。他说，Cybertruck基本上就是一个加强版的Model X计划。他多次提到，他觉得没有理由购买Model X，因为Cybertruck已经如此出色。除非你更喜欢Model X的外观，从性能来比较，他目前拥有的Model X计划车辆与Cybertruck相比，他说在18%的电量下，Cybertruck的驾驶感觉和Plaid版的Model X一样快。他说这个版本确实搭载了三电机的Plaid动力系统。所以我们之前讨论过Elon的推特或帖子中提到的试驾Performance版Cybertruck。他称之为Performance而不是Plaid。所以现在如果这个消息是正确的，还不清楚它到底会被命名为什么。但显然它搭载了与Model S Plaid或Model X Plaid相同的动力系统。

Mention that the front and the tunnel cover or sorry the front and the tunnel cover are powered so both can be open or closed with you know the center screen or on the phone and things like that. It's nice to see that. He actually tried laying down in the front and it's at at 5 foot 7 inches it fit him laying down so it doesn't necessarily mean laying completely flat. But if we look at a photo of the cyber truck front I think people lose a little bit of perspective sometimes but the cyber truck is going to be somewhere around 7 feet wide. So if this person is 5'7 it's relatively plausible that this could be basically a person size width that we would be looking at here compared to again the 7 foot ish width of the vehicle. So I think that's you know interesting and somewhat plausible. And then the tailgate unlike the front and the tunnel cover could be remotely open so from again probably from the app or from the center screen but could not close automatically so no power to come back up. No pass through to the bed so not surprising there between the cabin and the bed of the truck. He didn't see anything about the rear cabin class opening and I think this has actually been I think some people got tripped up on this. They asked about it in the Twitter or in that space and he didn't go as far as saying that it won't happen but said that he didn't really see anything about that being able to do that. Obviously we had seen a previous prototype that looked like that was the case so I'm still very hopeful obviously that would allow HVAC to go between the cabin and the bed for things like you know camping which would be great so hopefully we'll see that but didn't have any information on that at this point.

提到前部和隧道盖是动力的，所以可以通过中央屏幕或手机打开或关闭。很高兴看到这一点。他实际上尝试躺在前部，他的身高为5英尺7英寸，躺下也合适，所以并不意味着完全平躺。但是如果我们看一下Cybertruck前部的照片，我认为人们有时候会失去一些视角，但是Cybertruck的宽度大约在7英尺左右。所以如果这个人身高5英尺7英寸，相对来说，我们在这里看到的可能是基本上一个人大小的宽度，相对于汽车的7英尺左右的宽度。所以我认为这是有趣而且有些可信的。然后，尾门与前部和隧道盖不同，可以远程打开，所以可能是通过应用或中央屏幕，但不能自动关闭，无法再次上升。车厢和卡车车厢之间没有过渡通道，所以这并不令人意外。他没有看到后车厢玻璃的开口，我认为这实际上让一些人感到困惑。他们在Twitter上或在那个空间里问了这个问题，但他没有说它不可能发生，只是说他没有看到任何关于能够这样做的信息。显然，我们之前看到过一个原型，看起来是这种情况，所以我仍然非常希望能够实现，这将允许车厢和卡车车厢之间的空气循环，例如露营等等会很好，所以希望我们能看到这一点，但目前没有相关信息。

It does have a 240 volt outlet so that'll be nice for you know a lot of different applications for people to use that and said that it might have the ability to do bidirectional charging but said might in sort of a cheeky tone of voice implying that it would have that bidirectional charging capability. Again back to some of the comparisons with the Model X Plaidy said that it felt just more cushy in general. It mentioned this likely had an air suspension you know the vehicle that it was test driving. He said that it does have the ability to obviously raise and lower the air suspension but rather than just low medium or high setting like we have previously seen from Tesla on vehicles said that there was a little bit more capability to specifically set it at a certain height and see the example that he used was 14 and a half inches so it should have a little bit more granularity there at least or visibility into what that specific height is which would be nice especially you know as this is probably something that's going to be more finely tuned in for some use cases like off routing with the Cybertruck so people I think will like that.

这款车确实有一个240伏特的插座，这对于很多不同的用户来说非常实用。并且据说它可能具备双向充电的能力，但是那个声音的调调似乎在暗示它确实具备这种双向充电的能力。再来谈谈与Model X Plaidy的一些比较，他说总体感觉更加舒适。他提到这辆试驾的车可能采用了气动悬挂系统。他说它可以明显地升降气动悬挂，但不同于之前特斯拉车型上仅有的低、中、高几个设置，这款车似乎还有更多的能力可以精确地设置悬挂高度。他举的例子是14.5英寸，所以它应该有更精确的高度选择，这对于Cybertruck可能会更加实用，尤其是像越野行驶这样需要进行更精细调整的场景。我想人们一定会喜欢这一点。

On the interior he said it was very quiet very. plush interior very well executed said that the finish is similar to Model X so should be a carpeted vehicle similar to you know Tesla's other vehicles rather than something a little bit more rugged. The turning radius he also mentioned was very similar to his Model X was very complimentary of that said that the four wheel steering does happen automatically it's not something that you need to manually engage to be able to utilize. Obviously the prototype if we go way back it did have six seats with three in the back and then sort of a bench seat style I think it was a bench seat style but actually maybe not but originally there was a version with you know the prototype Cybertruck originally had three seats in the front as well but this person says that right now there are no plans for a six seat version so you know probably set our hopes aside on that one for at least the time being and possibly for you know forever couldn't give price or range details so we'll still have to wait a little bit on that and then in terms of delivery and when that may occur it sounds like the delivery event has been scheduled and it's known internally it's not announced yet but will be soon and says delivery may be around November before Christmas so we'll see on that you know at this point I think that seems pretty plausible I think there's a lot of hope that it'd be October but the further that we get into October now the less likely that becomes so you know obviously we'll keep it out for that.

在内部，他说它非常安静，内饰非常豪华，制作得非常精细，他说完成质量类似于Model X，所以应该是一款类似特斯拉其他车型的有地毯的车辆，而不是更加坚固的车型。他还提到转弯半径与他的Model X非常相似，并对此表示赞赏，他说四轮驱动会自动启动，不需要手动操作。显然，如果我们追溯到原型的时候，它确实有三排座椅和一种长凳式座椅的样式，我认为它是一种长凳式座椅的样式，但实际上可能不是，但最初的原型Cybertruck确实在前排有三个座位，但这个人说现在没有计划推出六座版本，所以我们就先对此不寄予希望吧，至少暂时是这样的，可能永远如此。他无法给出价格或续航里程的细节，所以我们还需要再等一段时间，至于交付时间，听起来交付活动已经安排好了，内部已经知道，但还没有公布，不过很快就会公布，交付可能在11月圣诞节前进行，所以我们会等待看看。在这一点上，我认为这似乎是相当有可能的，我认为很多人希望它能在十月发布，但我们进入十月的时间越久，这似乎就越不可能了，所以我们显然要继续关注这个问题。

Moving on from the Cybertruck rumors which again just reiterate one final time I'll just rumors no confirmation on that but we'll get now into some updated sales figures for the US specifically for automakers for the third quarter obviously we've talked about Tesla's Q3 results these are not directly comparable this is just US figures Tesla releases worldwide figures US figures are then just left to be estimated by third parties so those will be included in here but overall looks like a very strong quarter in the United States for vehicle sales if we scroll down to the bottom here this is a recap put together by automotive news looks like the total US vehicle light vehicle market was about 3.3 million this quarter which would be up about 18% year over year and as you can scroll through here most automakers posting pretty strong results on those year over year comparisons still anti-is kind of the outlier with their results down 1%

继续关注关于Cybertruck的传言，再次强调一次这只是传言，没有确认消息。现在我们将转向美国汽车制造商第三季度的最新销售数据。显然，我们已经讨论了特斯拉的第三季度业绩，这些数据不能直接进行比较，特斯拉发布的是全球销售数据，而美国的数据则由第三方估计。总体来看，美国的汽车销售在这个季度似乎非常强劲。如果我们向下滚动到这里的底部，这是由《汽车新闻》整理的一个总结，看起来美国轻型汽车市场总体上约为330万辆，同比增长约18%。您可以在这里浏览，大多数汽车制造商在这些同比数据上都发布了相当强劲的业绩，只有安泰是个例外，其销售额下降了1%。

Paragraph 1: So kind of interesting to see that but just to give some context to these numbers automakers are still working their way back from pre-covid levels so just for example GM they had a strong quarter the best among GM for just a Lantis and they delivered about 675,000 vehicles in the United States this quarter so that's up 21% year over year but if we go back to 2019 same thing sales release here that was actually 738,000 vehicles in that third quarter prior to covid and the impacts that that has had on inventory and supply chain etc. since that period of time so let me find my notes here this is actually for GM 9% decrease still from where they were at in that quarter you know same comparable quarter back in 2019 pre-covid.

非常有趣的是，从这些数字可以看出来，汽车制造商仍在努力恢复到疫情前的水平。以通用汽车为例，他们在本季度取得了强劲的业绩，是他们最好的季度之一，他们在美国交付了约675,000辆车，同比增长了21%。但是如果我们回到2019年，同一季度的销售数据显示，他们在疫情爆发前的第三季度实际销售了738,000辆车，这对库存和供应链等方面产生了影响。让我找一下我的笔记，实际上通用汽车在这个季度与2019年同期相比仍然有9%的下降，也就是说，与疫情爆发前相比，他们的业绩仍有待恢复。

Paragraph 2: Now if we look at Fiat Chrysler obviously they didn't have a you know Stellantis Fiat Chrysler they didn't have a strong of a quarter this quarter but 380,000 vehicles delivered in the third quarter doing the same thing back to 2019 we can see it looks like I may have forgotten to highlight it here but they had about 565,000 vehicles sold in that quarter so for Stellantis that's a 33% drop from 2019 and then for Ford relatively similar if we look at them you know I guess kind of in between GM and Stellantis they're actually down 14% from 2019 so I know a lot of people will see you know the strong numbers and it makes the auto market definitely looks strong despite what we've heard about high interest rates and things like that but we have to remember the context of inventory and where the automotive market has been prior to this that is sort of the base that these numbers are coming on top of so important to keep that in mind and obviously Tesla is navigated probably more definitely through that than these other automakers have so obviously Tesla ramping and things like that but just something to keep in mind.

现在，如果我们看看菲亚特克莱斯勒，显然他们没有一个，你知道，Stellantis菲亚特克莱斯勒，这个季度他们的表现并不强劲，但第三季度交付了38万辆车辆，与2019年相同。我们可以看到，可能是我忘记在这里标注，但在那个季度他们售出了大约56.5万辆车辆，所以对于Stellantis来说，这是比2019年下降了33％，而对于福特来说，相对地相似，如果我们看着他们，你知道，我猜他们处于通用汽车和Stellantis之间，实际上比2019年下降了14％。我知道很多人可能会看到强劲的数字，这使得汽车市场看起来确实强劲，尽管我们听到了高利率等等的问题，但我们必须记住前文提到的库存和汽车市场的情况，这是这些数字所基于的基础，所以记住这一点非常重要，显然特斯拉在这方面的导航可能比其他汽车制造商更好，所以显然特斯拉正在不断扩大，等等，但这也是一件需要记住的事情。

Paragraph 3: And then kind of interestingly Ford on their EVs their EV sales were up 15% year over year to their best ever sales figure of just about 21,000 vehicles again important context to keep in mind relative. to Tesla's numbers but they're getting some criticism on the Ford F-150 Lightning numbers so if we go back to if we take a look at those specifically only about 3,500 F-150 Lightning sold this quarter down 46% year over year from roughly 6,500 in Q3 last year so again putting some context around that or I guess without context that looks like a very very bad result but we have to remember that Ford in August announced that they had restarted production on Ford F-150 obviously after restarting production that's going to take some time to ramp probably as well but production was actually down for six weeks during the quarter.

有趣的是，福特的电动车销量同比增长了15%，达到约21,000辆，创下历史新高。与特斯拉的销量相比，这个数字需要考虑到重要的背景。但是，福特F-150 Lightning的销量受到了一些批评。具体来说，本季度只售出约3,500辆F-150 Lightning，同比下降了46%，去年第三季度大约有6,500辆。如果没有背景，看起来似乎是一个非常糟糕的结果，但我们必须记住，福特在八月份宣布恢复了F-150的生产，显然在恢复生产后需要一些时间来提高产量，而在本季度期间，实际的生产时间减少了六周。

Paragraph 1: So basically half the quarter of no production there for the F-150 Lightning plus any ramp period after that obviously we just talked yesterday about the reports that Ford had canceled some dealer orders as they continue to seemingly work through some production issues so whether or not that's production related or demand related we'll leave you know that's up to. people to kind of prognosticate on but it is just important to remember that they were shut down for half of that quarter we had seen previous you know sort of quarters like this for the Mustang Mach E so if we look at the sales figures for the Mustang Mach E there's a lot of similar criticism on that program early this year as there was you know downtime and then obviously the significant model Y price cuts seemingly put on a lot of pressure on the Mustang Mach E but this quarter was the strongest quarter ever for the Mustang Mach E in the US at just under 15,000 vehicles sold so you could love the same criticisms against the Mustang Mach E that you could you know you could make for the Ford F-150 Lightning right now but I do think the F-150 Lightning will bounce back and Ford did say in the release that they expect to produce sales sales increases in Q4 relative to obviously the 46% drop that they saw in Q3 so we'll keep an eye on it obviously it is interesting especially with the. introduction of the Cybertruck with Rivian ramping up production and things like that not to say that they're home free or anything like that but again just want to provide that context sometimes that is missing

因此，基本上F-150闪电半个季度没有生产，再加上之后的任何增产期，显然我们昨天刚刚谈到有关福特取消一些经销商订单的报道，他们似乎仍在努力解决一些生产问题，所以无论是与生产有关还是与需求有关，我们都将留给人们来猜测。但重要的是要记住，他们在那个季度的一半时间内停工，我们之前看到过类似的情况，比如野马Mach E，所以如果我们看一下野马Mach E的销售数据，在今年年初，就像我们对其他项目有一样的批评，因为也有一段停产期，然后显然特斯拉Model Y的大幅降价给野马Mach E带来了很大压力，但这个季度是美国野马Mach E销量创下的最强季度，销售量将近15,000辆，所以你现在可以对F-150闪电提出同样的批评，但我认为F-150闪电会反弹，福特在发布中也表示，他们预计在Q4实现销售增长，相对于Q3的46%下降，所以我们将密切关注，显然这是一个有趣的情况，特别是随着Cybertruck的推出，以及Rivian的增产等等，不能说他们安全无忧，但我们只是想提供一些背景，有时这是缺失的。

Paragraph 2: now the other thing that was interesting from the Ford release they also updated on a blue cruise saying that they have now surpassed 125 million cumulative hands-free miles a 33% increase since the end of Q2 that puts the end of Q2 at about 95 million so roughly 30 million miles added over the last quarter and now obviously this isn't fair to compare directly with FSD beta you know this is just highway so it's probably more comparable to more comparable to autopilot for Tesla obviously some differences there too but just to again add some context around that if we go back to Tesla's I know I'm probably covering that a bit if we go back to Tesla's Q2 earnings report we can see Q mode of miles driven with FSD beta and in. Q2 it looked like they added about let's see in my notes a 175 million miles just in that quarter and obviously we've seen Tesla continue to expand plus deliver a lot more vehicles so when we see this published for Q3 probably going to be again somewhere up here right around there so obviously we'll keep an eye on it but again you know Tesla adding miles on a much more difficult you know sort of program than blue cruise at a much faster rate which is interesting despite the differences in in terms of the comparison here

现在，福特发布的另一件有趣的事情是他们宣布他们的Blue Cruise已经累计行驶了1.25亿英里，相比二季度末增长了33%。这意味着二季度末大约行驶了9500万英里，所以在过去的一个季度里大约增加了3000万英里。显然，这不能直接与特斯拉的FSD beta相比较，因为这只是高速公路驾驶，所以与特斯拉的Autopilot相比较可能更为合适，当然二者之间也存在一些差异。如果我们回过头看特斯拉的二季度盈利报告，我们可以看到FSD beta的驾驶里程数。在二季度里，据我记录，他们增加了大约1.75亿英里的驾驶里程，显然我们也看到特斯拉不断扩大规模，并交付更多的车辆，所以当我们看到Q3的这个数字时，可能会再次增加，可能在这个附近。显然我们会继续关注，但很有意思的是尽管这些比较存在差异，但特斯拉以更快的速度以一种更困难的方式增加行驶里程数，这令人感到惊讶。

Paragraph 3: all right the other just quick sales figure I wanted to point out BYD so for the third quarter they've delivered you know subset of their total deliveries but for their battery electric vehicles specifically they've continued to see pretty strong growth here again despite some of the pricing action that Tesla has taken delivering about 430,000 vehicles in battery electric vehicles in the third quarter this year obviously that's just about 3,500 vehicles or so 4,000 vehicles or so below Tesla's numbers for the third quarter so you know if this trajectory were to continue obviously Tesla added some down time and things like that but BYD kind of closing that gap not necessarily in terms of profit or profitability and obviously major differences between two but still interesting to keep an eye on BYD specifically the subset that is their BEVs so we'll continue to watch that but wanted to pass that update along as well while we're going through the sales figures

好的，另外一个我想要指出的快速销售数字是比亚迪。对于第三季度，他们已经交付了部分全部交付量，但是对于他们的纯电动汽车来说，他们在这方面依然保持了相当强劲的增长，再次尽管特斯拉采取了一些定价策略，但是他们在今年第三季度共交付了大约43万辆纯电动汽车，显然与特斯拉第三季度的数目相差了大约3,500辆或者4,000辆左右。所以如果这一趋势继续下去，显然特斯拉增加了一些停机时间和其他因素，但是比亚迪正在缩小这个差距，这个差距不一定是利润或者盈利能力方面的，而是两者之间显然存在一些重大的区别，但是对比亚迪的BEV子类别来说还是很有意思的，所以我们会继续关注这个情况，但是同时也希望在我们查看这些销售数字的同时传达这个更新信息。

Paragraph 4: all right next we've got some interesting updates on Giganovata so this is from Zangler who has been keeping a close eye on the expansion plans there in the Tesla semi-program he is saying that on October 1st Tesla held an employee meeting and at the meeting they announced that the expansion design or the you know sort of the design plans for the expansion had been locked in and those plans were shared with employees at that time so it's been a while since we've heard about Tesla announcing the expansion obviously this will be for 4680s and for semi-production but it sounds like that is now you know set to commence and is sort of you know the plan is laid forth and ready to go so an exciting update there on Giganovata after a little bit of a period of lack of an update

好的，接下来我们有一些关于吉安诺瓦塔的有趣消息。这来自于致力于观察特斯拉半挂车项目扩展计划的Zangler。他表示，10月1日特斯拉举行了一次员工会议，在会议上宣布了扩展设计或者说是扩建的设计计划已经确定，并且那些计划在那个时候与员工分享了。自从我们上次听说特斯拉宣布扩建以来已经有一段时间了，很明显，这将用于4680电池和半挂车生产，但听起来现在已经有了开始的计划，并且准备就绪，这是吉安诺瓦塔的激动人心的更新，之前一段时间缺乏更新。

Paragraph 1: and then just a few other quick things here so drive Tesla Canada today is reporting that Tesla is going to begin or actually has already started to ship cars to sorry ship Model 3s specifically to Canada from Fremont obviously this used to be the case Tesla then maybe a quarter or two ago converted this over to ship from Shanghai but with the Model 3 Highland update in Shanghai I think right now obviously it makes a lot of sense for them to then flip back to Fremont production to fulfill Canada so not something that I find surprising but maybe interesting in terms of Tesla's allocation and export strategy and should you know help support Canada during this period while obviously Model 3 production in Shanghai is going to be prioritized for China locally and export to Europe.

随后还有一些其他的小事要讲，Drive Tesla Canada今天报导称，特斯拉将开始或已经开始从弗里蒙特向加拿大运送汽车，特别是Model 3。很明显，之前特斯拉是从上海运送车辆的，但由于上海独家生产了Model 3高地版，现在他们决定转回弗里蒙特生产以满足加拿大的需求。对于特斯拉的配置和出口战略来说，这并不令人惊讶，但在上海生产的Model 3将优先满足中国本土和欧洲出口的情况下，这或许是个有趣的发展，并且有助于加拿大。

Paragraph 2: Speaking of the Highland Model 3, Tesla Hong Kong posting on X that people should stay tuned because there is going to be an update on Model 3 for the upgraded Model 3 on October 12th so a little over a week from today presumably this will you know I would guess would mark some arrivals of maybe some shipments of the updated Model 3 and maybe they'll hold an event just kind of showing that off that would be my best guess for what this is so we'll keep an eye out for that and then a couple of interesting updates on the referral program today there's if you've been following it closely there's been Tesla had removed a number of different prizes in the referral program they've been added a lot of those back and now they've added FSD as well so for a hundred and twenty thousand credits you can now purchase FSD as a software option so similarly to how Tesla offers the acceleration boost you can now add you know the full self-driving option as well through their through their program now obviously that's a lot of credits but still an interesting add in in terms of the referral program and obviously very high value for someone that would be willing to maybe otherwise buy it so interesting to see that and I would imagine that that's a pretty strong incentive for people that may be able to get to that number of credits.

说到高地3号车型，特斯拉香港在X上发布了一条帖子，表示人们应该保持关注，因为10月12日将对3号车型进行升级更新，距离现在还有一周多的时间。我猜想，这可能标志着更新后的3号车型的一些到货，而且他们可能会举办一个展示的活动。这是我最好的猜测。所以我们会密切关注这个情况。还有一些关于推荐计划的有趣更新，如果你一直在关注它，你会发现特斯拉在推荐计划中删除了很多不同的奖品，现在他们又添加了很多奖品，现在他们还添加了FSD。所以现在你可以用120,000积分购买FSD作为软件选项，与特斯拉提供加速增强一样，现在你也可以通过他们的计划添加全自动驾驶选项。显然，这是很多积分，但对于可能愿意购买的人来说，是一个非常高的价值。看到这一点很有趣，我相信对于那些可能能够达到这个积分数量的人来说，这将是一个很强的激励。

Paragraph 1: Quick safety update Tesla North America posting that they've pushed a over there software update to all US Model 3 and Model Y as well as SNX 2020 and newer to increase the frequency of the flashing for hazards if the airbag has been deployed so the Tesla vehicle will automatically detect that that has happened which I think has always been the case I'll turn the hazards on I think the update here is that the you know the flashing will now happen faster and we'll wrap up with that story since obviously we've got the the video of that playing there and that's maybe mild the annoying another quick update the apparently on the Tesla app model three performance orders that were made previously but had not yet been delivered obviously now we've got the update they are now showing expected delivery in 2024 sometime between April to July so we're still kind of waiting to hear details on the highland performance model three it sounds like something like that is going to be coming just from some of the information we've seen and hopefully this is a good sign that is still on the docket as well all right last couple of things non Tesla but the a Kia is having what they're calling an EV day so this will also be on October 12th they plan to announce two new concept EVs as well as the detailed specifications of the Kia EV5 and they say that this is going to become an annual an annual tradition so like Tesla with their battery days and things like that looks like Kia now doing an EV day that they plan to do each year so we'll keep it out for updates from from that next week and then Rivian has announced that they are going to be sorry I don't order there but Rivian has announced that they're going to be raising convertible bonds worth about a billion and a half dollars so this is after they raised about 1.3 billion dollars in March this year so going back and raising some more capital

快速安全更新，特斯拉北美部门发布了一则消息，他们已经向所有美国Model 3和Model Y以及SNX 2020及更新车型推送了一项软件更新，以增加气囊弹出后警示灯闪烁的频率，这样特斯拉车辆将会自动检测到发生了这种情况，我认为这一直以来都是如此，因为当时会打开警示灯，我想这次更新的意思是你知道的，闪烁灯的闪烁速度会更快。我们将以这个故事为结，因为显然我们有相应的视频，可能有点烦人。另一个快速更新是，显然，在特斯拉应用程序上之前下的Model 3 Performance订单，但尚未交付，现在我们已经得到了更新，显示预计交付日期为2024年4月至7月之间，所以我们仍然在等待高地版Model 3的详情，从我们所看到的一些信息来看，似乎这样的车型即将推出，希望这是一个好兆头，正在顺利进行中。好吧，最后还有几件与特斯拉无关的事情，Kia即将举办他们所称的一天气动力车日，也将于10月12日举行，他们计划公布两款新概念电动汽车以及Kia EV5的详细规格，并表示这将成为每年的传统活动，就像特斯拉的电池日等活动一样，看起来Kia现在也在办一天气动力车日，计划每年举办一次，所以我们将继续关注下周的更新情况。然后Rivian宣布他们将发行约15亿美元的可转换债券，这是在今年3月筹集了约13亿美元之后的新资本筹集，回去再筹集一些资金。

Paragraph 2: I had this up because it was kind of interesting about a month ago RJ Scarin said that they would not need to raise more capital until 2025 obviously not needing to raise capital doesn't exclude you from the possibility of doing it that's what we're seeing now and I think we've actually seen Tesla kind of say that they don't need to raise capital before and then they are and usually you want to raise capital before you need it you can get better terms at that point in time but Rivian said that the purpose of the offering similar to the raise earlier this year is to de-risk the launch of their second generation R2 in Georgia so I don't think too surprising Rivian had worked down below 10 billion in cash this last quarter I think they probably want to keep it somewhere around there as they head into the R2 generation so you know we'll see how long they go sort of on these couple of equity raises but obviously if they're burning roughly a billion a quarter I think you've been a little bit more than that then yeah you're gonna want to take a little bit of risk off the table because you really need to get to R2 and obviously R2 is gonna burn a lot of capital as well so we'll see what they you know continue to do but obviously the stock down a bit today on that news and then the last thing for today just another picture from the Shondower D of the cyber truck at the SpaceX facility which I think is just a great image for today we didn't quite get that one in there yesterday so I wanted to pull that up for the end of the episode today all right that'll wrap it up for today so as always thank you for listening make sure you're subscribed and signed up for notifications and also find me on X at Tesla podcast and we'll see you tomorrow for the Thursday October 5th episode of Tesla Daily thank you

大约一个月前，RJ Scarin曾表示，他们直到2025年都不需要再筹集资金，显然不需要筹集资金并不意味着不会这样做，这就是我们现在看到的情况。我认为我们确实看到了特斯拉说他们以前不需要筹集资金，然后又筹集了资金，通常情况下，你希望在需要之前筹集资金，这样你可以获得更好的条件。但是Rivian表示，这次公开发行的目的与今年早些时候的筹资类似，是为了降低他们在佐治亚州二代R2发布中的风险。因此，我不认为这太令人惊讶的，Rivian在上个季度的现金储备下降到了100亿美元以下，我认为他们可能希望保持在这个水平附近，因为他们将进入R2时代。所以我们将看看他们将在这几次股权筹资中持续多长时间，但是显然如果他们每季度大约烧掉10亿美元，我认为可能会更多一些，那么是的，你就需要减少一些风险，因为你真的需要实现R2，而R2很明显也会烧掉大量资金，所以我们将看看他们将继续做什么，但显然该消息使得股价今天有所下跌。然后是今天最后一件事，Shondower D的另一张照片，显示了在SpaceX设施中的Cybertruck，我认为这是今天一个很棒的画面，因为我们昨天没有得到这张照片，所以我想把它挑选出来放在本集的结尾。好了，今天就到这里，再次感谢您的收听，确保您已订阅并开启通知，还请关注我的X at Tesla播客，我们将在明天的10月5日星期四为您带来新的特斯拉日报节目，谢谢！