Excellent Tesla Production News, Lease Pricing, Employer Rankings

Hey everybody Rob Bauer here and today we've got a pretty big update on the Project Highland Model 3. We've also got new leasing prices from Tesla, updates on Tesla APIs, employer rankings, and more. Quick look at the stock Tesla today down 1.6% closing at $258.87 while the NASDAQ was down 6-10% of a percent on the day.

大家好，我是Rob Bauer。今天，我们要给大家带来有关高地项目Model 3的重大更新。此外，我们还有特斯拉的新租赁价格、特斯拉API的更新、雇主排名等等。快速看一下特斯拉的股票情况，今天下跌了1.6%，收盘价为258.87美元，而纳斯达克指数当天下跌了6-10%。

We did get the CPI Consumer Price Index report this morning, came in a little bit higher than expected, not as high as the PPI over expectations, with headline data increasing 4-10% of a percent, month over month versus 3-10% expectations, core in line at 3-10% for both. The CME Group FedWatch tool largely unchanged today, showing just a very slight increase in expectations for increased rates, but nothing too significant, so we're now through the PPI and CPI reports before the FOMC meeting on November 1st.

今天早上我们得到了消费者物价指数（CPI）的报告，比预期稍微高了一点，但不及生产者价格指数（PPI）的预期高。头条数据环比增长了4-10%，略高于3-10%的预期，核心数据保持一致，均为3-10%。芝商所集团（CME Group）的FedWatch工具今日基本没有变化，只有微弱的加息预期增长，但没有太大变化，所以我们现在已经过了PPI和CPI报告，即将迎来11月1日的FOMC会议。

Alright, I want to start off today with updated numbers from China. We finally got that production number for September, so of course we've already talked about worldwide production and deliveries, but we've been waiting for this number because this gives us insight on Tesla's production rate for Project Highland during the month of September. Remember, that was announced September 1st in China. The design studio was updated to all this good stuff. It wouldn't make a lot of sense to do all of that, and then still continue to produce the old Model 3, so presumably the entire production number we're looking at here is updated Highland Model 3s. So the number 4 September 18,104 Model 3s produced at Kigashang High. That's only about 3,000 units fewer than Tesla produced in August, and August has an extra day, so only down 15% despite this update. Year to date, the number is a little bit higher, about 25,000 was the average year to date prior to September, and we have seen Giga Shanghai's Model 3 production peak at just over 30,000 units previously. But given the significant changes on the Model 3 during this month, it's extremely encouraging to see the production already ramped up to this level. This is an average production rate throughout the entire month of 4,200 vehicles per week, and that's an average presuming there was some ramp during the month. Tesla probably exited the month at a much higher rate than that, perhaps above 5,000 per week already on volume production, as Tesla defines it for the Highland Model 3.

好的，我想今天我们先从中国的最新数据开始。我们终于得到了9月份的生产数据，所以当然我们已经讨论过全球产量和交付量，但我们一直在等待这个数字，因为它可以给我们提供有关特斯拉在9月份进行鬼高地项目生产的洞察。记住，这是在中国于9月1日宣布的。设计工作室已经进行了更新。如果进行了所有这些工作，然后仍然继续生产旧款Model 3，那将没有太多意义，所以我们所看到的整个生产数字可能都是更新的鬼高地版Model 3。所以这个数字是9月份在科创上海产生的18,104辆Model 3。这个数字仅比特斯拉在8月份生产的数量少了大约3,000辆，而8月份有一个额外的天数，所以尽管进行了更新，但只下降了15％。迄今为止，这个数字稍高一些，9月份之前的平均值约为25,000辆，我们以前曾看到过科创上海Model 3的生产峰值超过30,000辆。但考虑到这个月Model 3的重大变化，已经看到生产量已经升至这个水平是非常令人鼓舞的。这是整个月份的平均生产率，每周4,200辆汽车，并且这是假设在这个月内存在一些逐步增加的情况下的平均值。特斯拉可能在月底的生产率要高得多，可能已经超过每周5,000辆的量产率，就像特斯拉为鬼高地Model 3定义的那样。

So this is good news on so many different fronts. It's great news obviously for just being able to sell these vehicles right now. They're pretty much on ships over to Europe, and we haven't seen the first deliveries quite yet. Tesla probably gonna wait for those to arrive and then start deliveries of these all at once. So great news for sales, great news for margin because the less downtime there is the quicker the Tesla can ramp production, the better the unit economics on each unit are going to be. So really good news for margins, especially because these are priced higher than the previous Model 3. So good news for revenue and margins there for Q4. And then just in terms of the update, the fact that this happened so quickly, that builds well for when Tesla makes similar updates to the Model Y. Now obviously we already saw some of those updates implemented for Model Y and we'll talk a little bit more about that in a second. But down the road, that means we should have a pretty smooth transition there as well. And then finally, when we think about this transition beyond Giga Shanghai, the minimal downtime builds well for updates like this at other factories, whether it's Fremont or for the Model Y, maybe Gigabrelin in Texas later on. Now of course, Giga Shanghai is kind of its own beast and they do things very, very quickly relative to what we have seen in other places. But the fact that they were able to do this with such minimal downtime, even if it does take longer elsewhere, suggests that it will still happen pretty quickly. I mean, if this took two or three months for them to transition, we'd really be dreading how long that would take the other factories. So although I would still expect some potentially significant production hits, it's much less of a concern than it otherwise may have been. So this is pretty big news, a lot of encouraging science here, a lot of things to be excited about from this number.

所以这个消息在很多方面都是好消息。对于现在能够销售这些车辆来说，这是一个很大的好消息。它们基本上已经在运往欧洲的船上了，我们还没有看到第一批交付。特斯拉可能会等它们到达后一次性开始交付。对于销售来说是个好消息，对于利润率来说也是好消息，因为停工时间越短，特斯拉生产的速度就越快，每个单元的经济效益就会越好。所以对于利润率来说真的是个好消息，特别是因为这些产品的定价要高于之前的Model 3。所以对于第四季度的收入和利润率来说是个好消息。而且，就更新的问题来说，能够如此迅速地发生这种事情，对特斯拉未来对Model Y进行类似更新时有好处。当然，我们已经看到了一些Model Y的更新措施，并且稍后会详细讨论。但在未来日子里，这意味着我们应该能够顺利过渡。最后，当我们考虑超越上海超级工厂的这个过渡时，最小的停工时间也适用于其他工厂的类似更新，无论是弗里蒙特的工厂还是Model Y，或者未来得克萨斯的Gigafactory。当然，上海超级工厂是独特的，他们的做事速度非常快，相对于其他地方我们见过的情况来说。但是，他们能够以如此少的停工时间进行这个过渡，即使在其他地方需要更长的时间，这也暗示它仍然会相当迅速地发生。我的意思是，如果他们需要两三个月来过渡，我们会非常担心其他工厂要花多长时间。所以尽管我仍然预期可能会有一些明显的生产损失，但它不像之前可能那么令人担忧。所以这是一个相当重大的消息，有很多鼓舞人心的迹象，有很多事情让我们对这个数字感到兴奋。

Rounding out the September production numbers for Giga Shanghai, Model Y came in at just below 48,000 vehicles. That was actually the lowest that we have seen since January. It's down from a relatively high 59,500 from August, so call it 11 and a half thousand units and a 19% decline. Both of those numbers actually larger declines than we saw on Model 3 production.

9月份特斯拉上海超级工厂的产量报告出炉，Model Y的产量降至不到48,000辆，这实际上是自1月份以来最低的。相较于8月份相对较高的59,500辆，这意味着减少了11,500多辆，下降了19%。事实上，这两个数字的下降幅度甚至超过了Model 3的产量下降幅度。

As I mentioned, we did see some updates made to the Model Y as well, but those were a little bit later. They were also less significant. So bigger drops for the Model Y would seem to suggest that it was more than just that impacting the number, though that probably had an influence as well. Seems like maybe some labor resources were redirected from Model Y to Model 3 during this transition. So that's definitely worth noting next to all the positives that we had just discussed with the Model 3, but I think still a tremendous result overall.

正如我之前提到的，我们确实看到了Model Y的一些更新，不过那些稍晚一些，并且也不那么重要。因此，Model Y的大幅下降似乎表明不仅仅是这个原因对数字产生了影响，虽然那也可能有一定的影响。似乎在这个转变期间，一些劳动力资源从Model Y转移到了Model 3上。所以，这绝对值得注意，在我们刚刚讨论过的Model 3的所有积极因素旁边，不过总体上来说，我认为这仍然是一个了不起的成绩。

So total production, 66,093 vehicles, we talked about wholesale sales already of 74,000. So inventory was drawn down quote unquote by about 8,000 vehicles specific to Giga Shanghai during September. We already talked about the export and retail sales, but we do have that breakdown now. So no surprise only about 2000 Model 3s sold in September, presumably all of the old versions that left 41,400 or so for the Model Y. And then for exports, we see 18,745 exported Model 3. That's very close to that total production number. So most likely most of those are highland and then 11,800 Model Y.

总生产量为66,093辆，我们已经讨论过批发销售量为74,000辆。因此，在9月份，上海超级工厂的库存减少了大约8,000辆。我们已经谈论过出口和零售销售，但现在我们有了详细数据。因此，不出意外，9月份售出的Model 3仅约为2,000辆，很可能全部是旧版本，剩下约41,400辆销售给了Model Y。而出口方面，我们看到有18,745辆出口的Model 3，这非常接近总生产量。因此，很可能大多数是高配版本，还有11,800辆出口的Model Y。

If we hop back just really quickly to those Model Y sales specifically to China, that's about 116,000 for the quarter. And that is a new record for Model Y sales in China for one quarter. That was about 6% higher than Q2.

如果我们迅速回到那些特别是中国市场的Model Y销售数据，这个季度的销量约为116,000辆。这是Model Y在中国市场一个季度内的新纪录。较第二季度增长了约6%。

All right, moving on, but another quick highland update Tesla has debuted the updated Model 3 in Hong Kong. They'll have the vehicles on display for the next couple of weeks, as long as something that translates to Giga Factory Museum, which I think is just kind of a display of Tesla's manufacturing techniques at the Giga Factory. So potential customers can learn a little bit more about both those things.

好的，继续下一个话题，但是还有一个高地快讯，特斯拉在香港推出了更新版的Model 3。他们将在接下来的几周里展示这些车辆，就像一个名为Giga工厂博物馆（Giga Factory Museum）的展览一样，我认为这只是展示特斯拉在Giga工厂的制造技术的一种展示方式。所以潜在的客户可以更多地了解这两件事情。

All right, next, we've got a pretty significant lease pricing update from Tesla. They have announced that the Model 3 and the Model Y are now starting at $329 per month and $399 per month respectively for 36 month leases. This is about $100 reduction on that monthly price for each. So that's pretty significant and should be a very attractive leasing offer, especially for people that have high gas bills, not that an EV shouldn't have been attractive already, but even more attractive. And then of course with leasing, you have to pay attention to the other details. So in this case, a $4,500 down payment is required. And this price is for the 10,000 annual mileage limit. Tesla is now noting these leasing offers on the home page, as well as in the little tax credit bubble that existed on the order page previously.

好的，接下来，特斯拉发布了一个非常重要的租赁定价更新。他们宣布Model 3和Model Y现在的租金分别为每月329美元和399美元，租期为36个月。相比之前，每个月的租金都降低了约100美元。这个价格的降低非常显著，应该会是一个非常有吸引力的租赁优惠，尤其是对于那些燃料开销较高的人来说，虽然不是说电动车以前不吸引人，但现在更加吸引人了。当然，在租赁方面，您还需要注意其他细节。所以，在这种情况下，需要支付4500美元的首付款。这个价格适用于每年1万英里的限制里程。特斯拉现在在首页和之前订单页面上存在的税收抵免泡泡中标注了这些租赁优惠。

And interestingly, for the Model 3, they've updated that tax credit language, which we have seen change now a couple of times, it now says the $7,500 tax credit expected to reduce to $37.50 on December 31st pending federal guidance. That note does stay the same regardless of which trim of the Model 3 you select. So it kind of implies that it would apply to all of them, but it doesn't go as far as explicitly stating that. So still a little bit uncertain. I think the expectation has been that that would apply to the lithium iron phosphate versions. But obviously, we have to see and it's not entirely clear right now. And then if we look at the same note for the Model Y, the language is different, no mention of the 3750 just says that all Model Y vehicles currently qualify for 7500 and a take delivery before your end to kind of guarantee that credit. So from that, it doesn't sound like Tesla's expecting a decrease for the Model Y. The recently eligible Model X uses similar language as the Model Y.

有趣的是，对于Model 3，他们更新了那个税收抵免条款，我们已经看到这个条款已经改变了好几次，现在它表示预计在12月31日，根据联邦指导，7500美元的税收抵免预计将降低到37.50美元。无论您选择哪个型号的Model 3，这个备注都保持不变。所以它有点暗示适用于所有型号，但又没有明确说明。所以还有一点不确定。我认为人们期望的是这适用于锂铁磷酸电池版本。但显然，我们还得等待看看，现在还不是很清楚。然后，如果我们看一下Model Y的同样备注，用的是不同的措辞，没有提到3750美元，只是说所有现有的Model Y车辆都符合7500美元的抵免，并且在年底交付，以确保有资格获得此抵免。从这个来看，特斯拉似乎不期待Model Y的抵免金额减少。最近具备资格的Model X使用了与Model Y相似的措辞。

All right, next up Tesla is now published the documentation for their fleet API. We've talked about this on a couple of occasions recently. This will allow official third party API access previously that's been done unofficially. So we talked a little bit ago about some of the piloting that we had seen for this already. But that documentation is now there for review. I think initially this is going to focus on sort of fleet management type of things. But obviously could lay the groundwork for other things in the future. Kind of interestingly, not a Tesla app has noticed that right now Tesla is doing temporarily free APIs. And then it sounds like over time they'll have different payment options for different tiers based off of usage. So sounds like Tesla kind of turning that into its own business line, not something that's probably going to be huge, but something again that perhaps grows over time. And hopefully those fees will end up being pretty reasonable for developers as well as that will encourage more development. But we'll see.

好的，接下来特斯拉已经发布了他们的车队API文档。最近我们已经谈论过几次了。这将允许官方第三方API访问以前非官方的情况。所以我们刚才谈到过我们已经看到了一些这方面的试点。但是现在有了这份文件可以供审阅了。我认为最初这将主要关注车队管理类型的事情。但显然，这可能为将来的其他事物奠定基础。有趣的是，一个非特斯拉的应用程序已经注意到特斯拉现在正在暂时提供免费的API。然后听起来，随着时间的推移，他们将针对不同的层次的使用量提供不同的付费选项。所以听起来特斯拉将把这转变为自己的业务线，这可能不会是一项巨大的业务，但可能随着时间的推移而发展。希望那些费用对开发者来说是相当合理的，这样将鼓励更多的开发。但我们将拭目以待。

All right, next up, we've got some very interesting ranking updates from Universal. We've talked before about their rankings many times Tesla and SpaceX usually falling at the top for engineers in the United States. We're looking now at global rankings. So that's an important distinction to keep in mind. But Universal now publishing the updated global employer rankings for 2023. And this is based on surveying a massive 172,000 students between October 2022 and May 2023. So despite all the noise of the last year, all the controversy of the last year, Tesla has moved up in these rankings. So they've appeared for the first time in the top 50 for business students ranking at number 38, Apple and Google taking the top slots there for engineering students Tesla is ranked at 16. Again, that's going to be lower than the US, but that's actually a significant improvement in the worldwide ranking Tesla at 26 last year, Google topping the list for engineering students. And then for IT students Tesla coming in at 19th, again, a pretty significant improvement from last year when Tesla was 28th. And again, Google taking that top slot. So that's really nice to see. Obviously Tesla's global footprint has grown pretty significantly during this period. So you would kind of expect improvement from that alone, but still nice to see and hopefully a trend that will continue. And I will be very curious to see the US ranking specifically. I'm not sure when those will come out, but we'll definitely keep an eye out for them relevant to this as well.

好的，接下来，我们从Universal得到了一些非常有趣的排名更新。我们之前已经多次讨论过他们的排名，特斯拉和SpaceX通常位居美国工程师榜单的前列。现在我们来看全球排名。所以这是一个重要的区别需要记住。Universal现在发布了2023年的全球雇主排名更新。这是基于在2022年10月至2023年5月之间对17.2万名学生进行的调查。尽管过去一年喧嚣声不断，争议不断，但特斯拉在这些排名中上升了。首次进入了商业学生榜单前50名，排名第38位，苹果和谷歌在那里排名靠前；对于工程学生，特斯拉在全球排名第16位。同样，这可能会比美国的排名要低，但是在全球排名中，这实际上是一个显著的提升，去年特斯拉排名第26位，工程学生方面谷歌排名第一；而对于IT学生，特斯拉排在第19位，相比去年的第28位，也是一个相当大的进步，而谷歌依然是第一名。所以这是非常令人高兴的。显然，特斯拉在这段时间内的全球影响力有了相当大的增长，所以可以预期有所改善，但仍然很高兴看到这个结果，并希望这个趋势会持续下去。我会非常好奇看到特斯拉在美国的具体排名。不确定何时会发布那些数据，但我们一定会关注相关信息。

According to Reuters, Tesla has announced that they will be offering pay raises to workers at Gigabro Lynn with the specific details to be shared with employees in November. So the timing kind of interesting with the increased noise that we've referred from IG metal this week, maybe something that IG metal wanted to coincide with, or maybe that was to coincide with the UAW stuff in the US. Who knows, but Tesla did also note that they raised wages 6% last year. So I'm sure we'll hear a little bit more about that in November.

据路透社报道，特斯拉宣布将为吉加厂工人提供加薪，并将于11月与员工分享具体细节。这个时间点与本周从IG金属工会传来的加强噪音有点有趣，也许是IG金属工会希望与之相配合，或者与美国联合汽车工会的事情同步。谁知道呢，但特斯拉也指出他们去年提高了工资6%。所以我相信我们会在11月听到更多相关消息。

All right, next up today, we've got a report from CNBC. They're talking about a letter that was sent from a Tesla employee to the SEC in 2021. As a whistleblower complaint, CNBC frames it as though the SEC didn't really fully investigate this. They say that just one person looked at it and they never followed up. But I think if we look at some of the details that CNBC is reporting here about the complaint, that doesn't seem too surprising, at least from my perspective.

好的，今天接下来，我们有一份来自CNBC的报道。他们谈论的是特斯拉员工在2021年致给美国证券交易委员会的一封信。作为一个举报投诉，CNBC描述得好像SEC并没有真正全面调查此事。他们说只有一个人看过，而且从未追踪此事。但是，我认为如果我们看一下CNBC在这里关于投诉的一些细节，从我的角度来看，这并不令人感到太惊讶。

For example, one of the first things they outline here is accounting for repairs. So repairs can either be paid for by the customer covered under warranty or covered by the company under Goodwill. And it sounds like this quote unquote whistleblower was not happy with the amount of repairs that were being allocated to Goodwill, which then gets allocated to SG&A expenses rather than into warranty expenses, which you can then argue makes Tesla's warranty numbers look better. But obviously those costs are still being accounted for. It's just in a different bucket. So the allocation of those costs would be up for debate. The materiality of the allocation also offered a bait. But overall seems very minor and more of a matter of opinion than any searing indication of something being done wrong.

例如，他们在这里首先提到的一件事是修理费用的核算。所以修理费用可以由客户支付，在保修范围内，或由公司在良好意愿范围内支付。听起来，这所谓的举报者对被分配到良好意愿的修理数额不满意，而这些数额被分配到销售和管理费用，而不是保修费用，这可能使得特斯拉的保修数额看起来更好。但显然，这些费用仍会被核算。只是在不同的账目中。因此，这些费用的分配会引发争议。分配的重要性也提供了一种诱饵。但总体来说，这似乎是非常次要的，并更多是一种观点上的问题，而不是任何关于错误行为的严重迹象。

And then for some reason, CNBC notes that, meanwhile, quote unquote customer pay repairs are booked as revenue specifically under the services and others category. And they say here too, the repairs are not counted against warranty reserves. Like obviously, if the customer is paying for it, that means it's not in warranty. Either CNBC is confused on what's going on there or they're trying to confuse people and make it sound worse than it is. I'll set the odds at 50/50 on that one, I guess. So that's about where I stopped reading. As again, the overall news here is that a complaint was filed, the SEC looked at it, and nothing has come from it.

然后由于某种原因，CNBC指出，与此同时，所谓的客户支付维修费用被归类为服务及其他类别的收入。他们还表示，这些维修费用不计入保修准备金。显然，如果客户支付费用，那就意味着不在保修范围内。要么CNBC对情况感到困惑，要么他们试图混淆事实，让事情听起来比实际情况更糟糕。我猜这两种可能性的几率各为50%。所以，这就是我停止阅读的地方。总的来说，这里的主要消息是：一项投诉被提交，SEC对其进行了调查，但没有产生任何结果。

Alright, next we've got a couple of pieces of new data from Cox Automotive or KBB. First kind of interesting to look at average transaction price for new vehicles, KBB saying that that came down a little bit year over year to $47,899 for September for the average price of a new vehicle in the US. Now they also break that down by brand and they say that year over year Tesla is declined by about 25%, 24.7% to $50,931. So according to their data, that would put the average transaction price for a Tesla vehicle just 6% above the average price of any new vehicle in the US. And obviously the Model 3 and the Model Y both starting below that average right now. And this mix would include of course, the S and the X. So we've talked plenty about price cuts and advertising and profit margins, all this stuff. This is relevant to all that, we don't need to rehash it. But setting those things aside, it is still nice to see Tesla even be able to accomplish moving into that more affordable new vehicle category over time. So plenty to discuss about profit optimization. But that is something that Tesla's worked on for a long, long time.

好的，接下来我们从Cox Automotive或KBB获得了一些新的数据。首先，平均交易价格对于新车来说很有趣，KBB表示与去年相比，9月份新车的平均交易价格略有下降，为47,899美元。现在他们还将其按品牌进行了细分，并表示特斯拉与去年相比下降了约25%，降至50,931美元。根据他们的数据，特斯拉的平均交易价格仅比美国任何新车的平均价格高出6%。而且目前Model 3和Model Y的起售价都低于这个平均价。当然，这个数据还包括了S型和X型。我们已经谈过很多关于降价、广告和盈利率的事情。这对所有这些都是相关的，我们不需要再重复了。但是，抛开这些因素，看到特斯拉能够逐渐进入更为经济实惠的新车类别仍然令人欣慰。所以关于利润优化还有很多可以讨论的地方。但这是特斯拉长期以来一直在努力的目标。

All right, last few things here we talked yesterday about the escalation of the UAW strike at Ford. Ford has commented today saying that they are now at the limit for what their offer will be. They said they can continue to negotiate and move things around within that offer. But after the significant escalation from the UAW, at least for now publicly, which doesn't necessarily mean a whole lot, that's what they're saying. So UAW should be commenting again tomorrow, we'll keep an eye out for that.

好的，最后几件事情我们昨天谈到了关于福特公司UAW罢工升级的问题。福特今天发表了评论，表示他们现在已经将他们的提议限制到了走到极限。他们说他们可以继续进行谈判并在该提议范围内进行调整。但在UAW的明显升级之后，至少目前公开的情况下，并不意味着很多，这就是他们的说法。所以UAW应该会在明天再次发表评论，我们将会注意关注这一点。

We also recently talked about the Kia EV9. Kia today shared a little bit more details on range for that vehicle. So they've completed the EPA range testing. Those actually beat the estimates that they were targeting slightly. The lowest range version is going to have 230 miles of range and the highest up to 304 EPA estimated miles of range. So it looks like pretty decent results for them on the EV9.

我们最近还谈到了起亚EV9。起亚今天更多地分享了关于该车辆续航里程的细节。他们已经完成了美国环保署的续航里程测试。实际结果略高于他们的预期。最低续航版本将有230英里的续航里程，而最高版本则达到了304英里的美国环保署估计续航里程。对于他们的EV9来说，这看起来是相当不错的结果。

And then finally, just a quick update on Starlink logistics company, Merisk has announced that they've reached an agreement with Starlink to outfit more than 330 of their shipping vessels with Starlink. So it's a pretty big deal that comes after they had been trialing Starlink on 30 of their ships. And interestingly, in the announcement, they noted that Starlink should be able to facilitate some cost saving measures for them by moving business critical applications into the cloud and by strengthening remote support and inspections of their vessels.

然后最后，关于Starlink物流公司的一个快速更新，Merisk宣布他们已经与Starlink达成协议，将超过330艘船只与Starlink进行配备。这是一项相当大的交易，此前他们已经在30艘船只上试用了Starlink。有趣的是，在公告中他们指出，通过将业务关键应用程序转移到云端，并加强对船只的远程支持和检查，Starlink能为他们提供一些成本节约措施的便利。

Alright, that'll wrap it up for today then. As always, thank you for listening. Make sure you subscribe to and sign up for notifications. Also find me on X at Tesla podcast and we'll see you tomorrow for the Friday, October 13 episode of Tesla Daily. Thank you.

好的，今天就到这里了。一如既往地感谢大家的收听。记得订阅并开启通知。还可以在X上找到我，我是特斯拉播客。明天我们会在10月13日星期五的特斯拉每日节目中再见。谢谢大家。