SEC Seeks Court Order Against Musk, Hyundai-Kia Joins NACS, Tesla Semi Hiring

Hey everybody Rob Mayward here and today we're discussing some news about the SEC and Elon Musk. We've also got another SEC filing from Tesla, some news on North American charging standard, some factory updates and a few other items as well. Pretty quiet day for the stock today, Tesla down about half a percent closing at $259.98, the NASDAQ down about 1 10th of a percent. Alright, so today we've got more headlines around the SEC and Elon Musk. This time around the SEC is seeking a court order to force Musk to testify regarding the previously disclosed investigation relating to the Twitter acquisition.

大家好，我是罗布·梅沃德，今天我们将讨论SEC和埃隆·马斯克的一些新闻。我们还有特斯拉的另一份SEC申报文件，关于北美充电标准的一些消息，一些工厂的更新以及其他几个项目。对于股市来说今天相当平静，特斯拉下跌了大约0.5%，收盘价为259.98美元，纳斯达克指数下跌约0.1％。好的，今天SEC和埃隆·马斯克再次成为头条新闻。这一次，SEC正在寻求法院命令，要求马斯克就之前披露的与Twitter收购相关的调查作证。

So I think Bloomberg the first report on this today, their headline read SEC SUSE Elon Musk over refusal to testify in Twitter probe. Alright, well another lawsuit against Elon by the SEC, that doesn't sound great, we know how that has turned out in the past, but if we can filter through the media headlines and actually look at what the SEC has filed today, they say that quote, the SEC staff's application seeks an order from the court directing Musk to comply with the subpoena.

我想彭博社是最早报道这个消息的，他们的标题上写着“美国证监会因马斯克拒绝在Twitter调查中作证而起诉”。好吧，又是美国证监会对马斯克的诉讼，听起来不太好，我们知道过去的结果怎么样了，但如果我们能够筛选媒体的标题，实际查看一下今天美国证监会提起的诉讼，他们表示：“美国证监会工作人员的申请寻求法庭下令马斯克遵守传票。”

So literally all this relates to is the SEC wants Elon to testify and actually for the third time on this specific investigation, they had tried to schedule this testimony a couple of times and most recently a couple of days before it was scheduled to happen, Elon basically noped out, provided a few reasons why he felt he should not have to testify again and this is basically the SEC's counter argument to that, asking the court to compel the testimony. So that's it, they're just seeking a court order, characterizing this as a lawsuit is pretty extremely misleading and Bloomberg seems to agree although they have kept the same hyperlink which specifies SEC SUSE Elon Musk.

从字面上来说，这完全与SEC希望埃隆作证有关，而且是关于这项具体调查的第三次。他们尝试安排这个证词已经试过几次了，最近一次是在原定时间的几天前，埃隆基本上拒绝了，并提出了几个他认为自己不必再作证的理由，这基本上是SEC对此的反驳，要求法院强制作证。所以，他们只是在寻求法院的命令，将这称为诉讼非常误导，并且布隆伯格似乎也同意，尽管他们仍然保持了相同的超链接，指定SEC起诉埃隆·马斯克。

Well they have now significantly changed the headline, they have changed the body of the article and all references to lawsuit or sued have been removed except for one that they seem to have forgotten about which captions the video included in the article which I'm sure if they had noticed they wouldn't also remove that reference too. So side by side of the old headline and the new headline SEC SUSE Elon Musk over refusal to testify in Twitter probe now updated to SEC seeks to force Musk testimony on Twitter stock purchases and the opening paragraph updated similarly used to say SEC SUSE Elon Musk now says SEC seeking to force him to testify.

现在他们已经显著改动了标题，对文章正文进行了修改，并且除了一个他们似乎忘记删除的标题对应的视频外，所有提及诉讼或被起诉的内容都已经被删除了。所以我们可以将旧标题和新标题放在一起对比：原标题为“SEC因拒绝在Twitter调查中作证而起诉Elon Musk”，现在更新为“SEC试图强迫Musk就Twitter股票购买作证”，开头段落同样进行了更新并且称SEC正在试图强迫他作证。

But at this point the language is already out there, people already think the SEC filing a new lawsuit against Elon which also carries the connotation that they've closed their investigation and are now pursuing the lawsuit. So this is actually really a minor story, very disappointing to see this from Bloomberg, obviously they made the updates although they have decided to omit that they've made these updates in their note about updating the article which I think makes it even worse. All it says is that updates with background on Musk's Twitter purchases starting in six paragraph like what you change the headline you change the first paragraph. This is pretty much a completely different report outside of what the topic is.

但是现在这种言论已经存在，人们已经认为SEC对埃隆提起了新的诉讼，这也意味着他们已经结束了调查并且现在正在继续进行诉讼。所以这实际上是一个非常小的故事，非常令人失望看到Bloomberg这样做，显然他们已经进行了更新，尽管他们决定在有关更新文章的说明中省略了这些更新，我认为这使情况变得更糟。它只是说在第六段以后更新了有关马斯克在Twitter上购买的背景，就像你改变了标题，改变了第一段。这基本上是一篇完全不同的报道，与主题无关。

So very disappointing reporting but continuing to look further into the actual SEC action. Just to better understand what's going on here a lot of people have thought that this investigation relates to when Elon filed a 13G filing disclosing his significant ownership in Twitter that had happened a couple of days late in this SEC filing they say that one of Musk's objections was that quote in the context of an investigation into the timing and substance of a schedule 13G enough is enough end quote.

报道非常令人失望，但我们仍将继续深入研究实际的证券交易委员会（SEC）行动。为了更好地理解目前的情况，很多人认为这项调查与艾隆（•埃隆）提交的13G文件有关，该文件透露了他在Twitter上的重要持股情况，这一信息在SEC提交中晚了几天。他们称马斯克提出的一个异议是：“在对时间和内容的13G进一步调查的背景下，已经足够了。”

But the SEC says this objection fails at its premise the SEC's investigation pertains to considerably more than the timing and substance of a particular SEC filing. It also relates to all of Musk's purchases of Twitter stock in 2022 and its 2022 statements and SEC filings. So hopefully that helps clarify what exactly this investigation is about what exactly this filing is about again this is just the SEC requesting the court to compel Musk to testify. I would imagine that they'll probably succeed with this request again Elon has already testified for this but their argument is basically that there's a lot of new information that they have learned since then so we'll see but I also think it's pretty reasonable for Elon to try to not have to do it since he already has previously.

但美国证券交易委员会（SEC）表示，这一反对意见从根本上讲是错误的，因为SEC的调查涉及远远超出特定SEC申报文件的时机和内容。它还涉及马斯克在2022年购买Twitter股票以及2022年的声明和SEC申报文件。所以希望这能澄清这次调查究竟关于什么，再次强调这只是SEC要求法庭迫使马斯克作证。我想他们可能会成功，因为马斯克已经为此作证过，但他们的论点基本上是，他们在那之后学到了很多新信息，所以我们将拭目以待。但我也认为对于马斯克来说，试图不必再次作证是相当合理的，因为他之前已经做过。

Alright we'll move on from this but actually stay with SEC filings this one from Tesla's investor relations page there's a new SEC filing labeled CT order which certainly I'm using from a timing perspective with everyone being excited about Cybertruck orders but CT here means confidentiality treatment so this is just an extension of a confidentiality treatment agreement that Tesla has previously been granted and obviously because it's confidential we don't know a whole lot about it maybe relates to Tesla supplier agreement something like that.

好的，我们会继续这个话题，但是我们还是会继续聊聊证券交易委员会（SEC）的文件。这个来自特斯拉的投资者关系页面的文件标注为CT order，我从时间的角度上推测这可能与大家对于Cybertruck订单的兴奋有关。但是CT在这里实际上指的是保密处理（confidentiality treatment），所以这只是特斯拉之前获得的保密处理协议的延期。显然，由于保密处理的缘故，我们对此了解的并不多，可能与特斯拉的供应商协议之类的事情有关。

Alright next up we've got some news on NACS or the North American charging standard Hyundai Kia and Genesis actually have announced that they are going to be adopting NACS after a little bit of debate and they had to figure out if they would work with their batteries and things like that but these brands now hopping on board very similarly to the other announcements that we have had looks like they'll target the fourth quarter of 2024 to start implementing the NACS port on their vehicles in the US. So a few holdouts obviously remaining but Hyundai Kia that's obviously a pretty big one so nice to have this news.

好的，接下来我们要谈一下关于汽车充电的一些新闻。现代、起亚和吉尼斯汽车宣布，他们将采用北美充电标准（NACS），尽管经历了一些争议，并且他们还需要弄清楚它们是否适用于他们的电池等方面，但这些品牌现在都加入了这个标准。与我们之前的其他公告类似，这些品牌预计在2024年第四季度开始在美国的车辆上实施NACS充电接口。虽然还有一些持异议的车型，但现代和起亚这两个牌子非常具有影响力，所以这个消息非常令人高兴。

Alright next we've got a nice post on X from A on DE relating to a topic that we had talked about yesterday which was kind of comparing automaker sales from pre-COVID 2019. Here we've got that exact same comparison being made for Germany we can see Tesla up you know 471% since that period of time. Most automakers though down pretty significantly totaled down 22% in that period with just Tesla Porsche and Kia increasing. So just like with the US good context keep in mind internationally as well.

好的，接下来我们有一篇关于X的很好的帖子，来自A在DE上与我们昨天讨论过的一个主题相关，该主题是对比COVID-19疫情前2019年汽车制造商的销售情况。在德国，我们可以看到特斯拉自那个时期以来增长了471%。然而，大多数汽车制造商在这段时间内都出现了显著下降，总体下降了22%，只有特斯拉、保时捷和起亚有所增长。所以和美国市场一样，记住要考虑国际市场的背景。

Next we've got a report on Gigamexico this is coming from Reuters they are saying that according to new comments from Nuebe Leon Tesla has asked for new infrastructure to be built out including energy water and transportation. The report says they are in the early stages of detailing investments and infrastructure needed which makes it sound like oh man how far away is this if they're just in early stages of these discussions but it's also noted that Nuebe Leon said that this project will trigger growth in the region hence the need to invest in necessary infrastructure in roads, schools, health centers and basic services which are all very important but also might not necessarily be things that are gating factors to get production started on Gigamexico but definitely things that need to be thought about as production and hiring and all that sort of stuff scales over time. So obviously we've heard quite a few reports on Gigamexico but I wouldn't necessarily read too much into this one specifically and although not directly related we did have an interesting comment from Tesla executive row on Patel on X today. The post he is directly replying to was deleted so I can't actually see what it was referencing specifically I think there was some reporting about maybe a Gigamexico expansion or maybe further delays I'm not sure but Patel noting quote if you believe the legacy media we are building Gigamexico in virtually every country in Asia and Europe while at the same time canceling factories we have already announced. It is BS clickbait and should be ignored. This article is one of many I have seen that incorrectly and randomly comments on our Mexico plans we will continue to make progress with the local state and federal governments and we are very appreciative of their efforts to enable the permits and sustainable infrastructure necessary end quote. So again this is relating to a different report than the Reuters report but good thing to keep in mind in general.

接下来我们有一份关于Gigamexico的报告，这是来自路透社的报道。他们称，根据新的尼亚拉利瓜州的评论，特斯拉要求建设新的基础设施，包括能源、水资源和交通。报告称，他们正在详细规划所需的投资和基础设施，这听起来好像离实施有多远，如果他们只是在讨论的早期阶段。但尼亚拉利瓜州也指出，该项目将推动该地区的增长，因此需要投资于必要的基础设施，如道路、学校、医疗中心和基本服务。这些都是非常重要的事情，但也可能不是启动Gigamexico生产的障碍，但随着时间的推移，这些问题需要被考虑在内，例如生产和招聘等。所以显然我们对Gigamexico听到了很多报道，但我不会对这个报告特别读太多，虽然与此直接相关，但我们确实从特斯拉高管Patel的评论中得到了一些有趣的信息。他直接回复的帖子已被删除，所以我无法看到具体是关于什么的。我想可能有一些关于Gigamexico扩张或进一步延迟的报道，但Patel指出：“如果你相信传统媒体，我们几乎在亚洲和欧洲的每个国家都在建Gigamexico，与此同时我们取消了已经宣布的工厂。这是无意义的标题党报道，应该被忽视。”这篇文章是我见过的许多错误和随意评论我们在墨西哥的计划的其中之一，我们将继续与当地的州和联邦政府合作，我们非常感谢他们的努力，以便获得许可证和可持续发展的基础设施。”所以再次强调，这与路透社的报告不同，但总体而言是一点要记住的好事。

Alright next we've got a quick update on the updated version of the Model Y, drive Tesla Canada sharing some photos that were posted in China of the update. Basically we've seen these in the design studio and things like that but some real photos here of the new wheels as well as the dash.

好的，接下来我们来快速更新一下Model Y的升级版本情况，驱动特斯拉加拿大分享了在中国发布的升级版照片。基本上，我们在设计工作室已经看到了这些照片，但这里有一些真实的照片展示新的车轮和仪表盘。

Next another continuation of a story that we had talked about yesterday which was Tesla reportedly finalizing the giganavada expansion plans a few days ago. From electric it looks like over the last few days they have now added a number of new Tesla semi positions which could be a result of these plans now being finalized which is exciting to see obviously it's still gonna require decent amount of patience from this point but nice to see a few signs of progress there nonetheless.

接着昨天我们谈到的故事的下一篇报道是特斯拉据称几天前最终敲定了巨大的扩张计划。从电子方面来看，最近几天他们已经增加了一些新的特斯拉半自动驾驶职位，这可能是这些计划的最终确定结果，这是令人兴奋的发展。显然，从现在开始还需要相当长的时间来实现，但不管怎样，能看到一些进展的迹象还是令人高兴的。

Onto the cyber truck not as much new news today but a couple of really nice shots again continuing to come out of the cyber truck at starbase including one that shows the cyber truck next to a Model X that seems to be pretty clearly rigged up to shoot video of the cyber truck. There have been reports of this but I think that now looks very clear that Tesla was doing some promotional filming which is obviously encouraging. And then over on reddit a user by the name of just human garbage took a video of a cyber truck at a supercharger and I think the lighting just looks really nice here. This when I first saw it it made me think of all those times where I say you gotta just see it in person. This video actually feels like what it feels like in person I think. It is a very impressive vehicle.

今天关于Cybertruck的新消息并不多，但又有几张非常好看的照片从Starbase传出，其中一张显示Cybertruck与一辆看起来明显是为了拍摄Cybertruck视频而改装的Model X并排在一起。之前有关此事的报道，现在看来很明显，特斯拉正在进行一些促销拍摄，这无疑是令人鼓舞的。此外，在Reddit上一个名为“just human garbage”的用户拍摄了一段Cybertruck在超级充电站的视频，我觉得这里的光线看起来非常好。当我第一次看到它时，让我想起了所有那些我说过的“你必须亲自看看才知道”的时刻。这个视频实际上感觉就像现场的感觉一样。这是一辆非常令人印象深刻的车辆。

Alright, we've got a couple other automaker updates first on GM. It has been reported by the information that GM's pretty recently named CTO is going to be leaving the company on November 1st so his tenure is only going to be a couple of months after having spent his entire career effectively at GM. It's also kind of interesting because he was just pretty open about where GM stood on their battery technology saying that GM needs to make its own batteries and I think GM has tried to present it that way through the Altium platform. Obviously that's done in partnership with LG so who knows if it was related to those types of comments but from what I could tell this person seemed to have a pretty good understanding of where things needed to go but obviously not going to be able to see that through.

好的，首先我们有几个关于通用汽车的更新。根据消息，通用汽车最近任命的首席技术官将于11月1日离职，他在通用汽车度过了整个职业生涯，但只担任了几个月的职位。有趣的是，他曾坦言通用汽车在电池技术方面的情况，表示通用汽车需要自己制造电池，而我认为通用汽车试图通过Altium平台来实现这一目标。显然，这是与LG合作的结果，所以谁知道他的离职是否与这些评论有关。从我所了解的情况来看，这个人似乎对未来方向有很好的理解，但显然无法亲自见证这一进程的实施。

And we've also got an update from Lucid. They have announced the rear wheel drive version of the Pure trim Lucid Air. They are stating the range as 410 miles though they say that the EPA range estimate would be 419 miles so just a bit above the long range Model S and the price will be a bit above it as well starting at $77,400. Obviously the margins though for Lucid are going to be tough to say the least.

我们还得到了Lucid的最新消息。他们宣布了Lucid Air Pure车型的后驱版本。他们声称续航里程为410英里，尽管他们表示美国环保署的估计将会达到419英里，稍高于长续航Model S，起价也会稍高，起价为77400美元。显然，对于Lucid来说，利润空间将非常有限。

Alright last couple of things. As scheduled Elon did partake in the International Astronautical Congress today. We have a few updates on SpaceX and Starship a lot of things that had already been disclosed but a couple of interesting things. For the next test flight of Starship he said the goal is to survive ignition obviously and stage separation as well. He was also asked when SpaceX would try to catch the rocket and for the booster said that that could maybe happen within the next year and then for the ship probably a little bit later they'd have to do a number of water landings first so said that that probably be maybe the end of next year. And then for Mars he said probably 3-4 years to land Starship on Mars.

好的，最后几件事。按照计划，埃隆今天参加了国际航天大会。我们有一些有关SpaceX和星舰的更新，其中很多事情已经被披露过，但还有一些有趣的内容。对于星舰的下一次试飞，他表示目标是明显地在点火时存活下来，还要进行级联分离。他还被问及SpaceX何时会试图捕捉火箭，对于助推器，他说可能在明年内实现，而对于船舶，可能会稍晚一些，因为他们必须先进行一系列水上着陆，所以可能在明年底。至于火星，他表示可能需要3-4年才能将星舰降落在火星上。

Lastly then I just want to take a quick look at the calendar because tomorrow I'm going to actually be taking the day off my parents are coming to visit so looking forward to that. We'll hope for a quiet day and then as we head into next week we will have the producer price index PPI and consumer price index CPI report. Those will be on Wednesday and Thursday morning before market open.

最后，我只想快速一眼看一下日历，因为明天我要放一天假，父母要来拜访，所以很期待。我们希望有一个安静的一天，然后下周我们将有生产者物价指数（PPI）和消费者物价指数（CPI）的报告。这些将在周三和周四市场开盘前发布。

Alright that'll wrap it up for today and for the week then as always thank you for listening and make sure you subscribe and sign up for notifications and also find me on X at Tesla podcast and we'll see you on Monday for the October 9th episode of Tesla Daily. Thank you.

好了，今天和本周的节目就到这里。一如既往，感谢你的聆听，请确保订阅和打开通知，并在X平台上找到我，即Tesla Podcast。我们下周一再见，为Tesla Daily的十月九日节目。谢谢。