Tesla Quietly Plans New Market Launch, Cybertruck Side-By-Side Comparisons, Highland Release Details

Hey everybody Rob Maer here, welcome back to Tesla Daily. Today we've got some interesting side by side comparison photos for the Cybertruck with some very interesting vehicles.

大家好，这里是罗布·迈尔。欢迎回到《特斯拉日报》。今天我们有一些有趣的侧面比较照片，展示了Cybertruck与一些非常有趣的车辆之间的对比。

We've got new details potentially on the Model 3 Highland and the release potentially in the US and a new market for Tesla that seems to be on the horizon. Looking at the stock, Tesla today up 1.1% so decent start to the week, finishing at $253.92 although the NASDAQ actually outperforming with a strong day up 1.2%.

我们可能获得了关于Model 3 Highland的新细节，也可能在美国发布，并且看起来特斯拉还有一个新市场即将开启。从股票的表现来看，特斯拉今天上涨了1.1%，这是一个良好的开局，收盘价为253.92美元，尽管纳斯达克指数的表现更好，上涨了1.2%。

Of course the most interesting thing for this week will be earnings, so a couple days away from that that'll be after market close on Wednesday. We did get an updated note from Piper Sandler, Alex Potter over the weekend. They have lowered their price target a bit from $300 down to 290 based off of the Q3 delivery results, just as well as updated expectations for earnings as we head into that.

当然，这周最有趣的事情当然就是收益了，所以再过几天就是周三的市场收盘后了。上周末我们收到了Piper Sandler的Alex Potter的最新通知。根据第三季度的交付结果以及对未来收益的更新预期，他们将目标价从300美元降低到290美元。

So estimates moving slightly downward but they do point out that Cybertruck and other growth initiatives are on the horizon. They view that there could be a reasonable likelihood that margins bottom in Q3 but still wouldn't be surprised if Tesla trades sideways at best in coming months as looking at 2024 delivery growth could slow according to them ahead of things that would re-accelerate that in the future.

根据估计，情况稍微向下移动，但他们指出Cybertruck和其他增长计划正在出现。他们认为，利润率在第三季度将有可能触底，但他们不会感到惊讶，如果特斯拉在未来几个月内仅保持平盘水平，因为他们认为2024年的交付增长可能会放缓，而未来的发展将会加速。

So always nice to hear from Alex Potter and get their expectations as we head into earnings. And then getting into some of the news, we'll start off with this update from Tesla.

非常高兴收到Alex Potter的来信，并在收入预期方面听取他们的意见。进入一些新闻内容后，我们将从特斯拉的这个更新开始。

So a new job listing today or over the weekend from Tesla on their careers page. This is for a general manager position. What's most interesting about this though is that this is for a country general manager in Chile. They say that this is to help launch the market.

所以，今天或者周末特斯拉在他们的职业页面上发布了一个新的工作招聘信息。这是一个总经理职位。最有趣的是，这个职位是为智利的一个国家总经理而设立的。他们表示，这是为了帮助推动市场的发展。

So obviously, Chile, you know, in terms of what it would be in terms of the impact to Tesla overall, a relatively small market. But what's most interesting about this is that this would actually be their first launch in South America.

显然，智利在特斯拉整体影响方面，是一个相对较小的市场。但最有趣的是，这将成为特斯拉在南美洲的首次投放。

So if we look at the total South American market, it's a pretty sizable market. According to Statista, the market is about 4 million vehicles per year, maybe a little bit less than that overall between South America and Central America.

所以，如果我们看一下整个南美市场，它是一个相当大的市场。根据Statista的数据，南美和中美洲总共每年约销售约400万辆汽车，或许稍微少于这个数量。

Now obviously Tesla can't play in the entirety of that market today. Over time they'll expand what they can address in terms of that total share. But still in terms of overall vehicle volume, pretty significant. And we look, if we look specifically at Chile, kind of battling with Argentina for the number two slots, of course, after Brazil for those regions.

显然，特斯拉今天无法在整个市场中发挥作用。随着时间的推移，他们将扩大他们在该市场上的份额。但就整体车辆销量而言，仍然非常显著。而且，如果我们特别看看智利，在那些地区，它与阿根廷争夺第二名，当然，在巴西之后。

So pretty exciting to see for Tesla. Obviously, you know, there's probably a lot of pent up demand over the years in these markets waiting for Tesla to start an official presence. And this seems to be one of our first indications that Tesla is going forward with that.

这对特斯拉来说非常令人兴奋。显而易见，多年来这些市场可能一直存在着许多积压的需求，等待着特斯拉开始正式进驻。这似乎是我们首次看到特斯拉正在朝着这个方向迈进的迹象之一。

So I'm excited to see that, especially ahead of the next generation vehicle, which should be much more impactful versus obviously today's lineup for Tesla in these markets. So I think it's good to lay the groundwork now ahead of that program. So nice to see that.

所以我很兴奋看到这一点，特别是在下一代车辆即将面世之际，这对于特斯拉在这些市场上的车型来说将会有更大的影响力。因此，我认为现在为那个计划奠定基础是很好的。看到这一切真是太好了。

And then kind of some fun new images of the Cybertruck over the weekend just kind of happened all at once it seemed. But we've got comparison photos against the Model 3.

然后在周末，一些有趣的全新Cybertruck图片似乎突然间出现了。而且我们还有与Model 3的对比照片。

So Cybertruck parks side by side with the Model 3 at a supercharger here. This was shared on Reddit by Chris DH 79. So kind of cool to see that. It gives us a little bit of perspective. Always got to keep in mind that there could be a lens distortion, you know, beating a dead horse on that one, but just something to keep in mind when we look at all these photos.

所以Cybertruck与Model 3在这里的一个超级充电站并排停放。克里斯DH79在Reddit上分享了这一点。很酷的一点是我们能够从中获得一些视角。我们始终要记住可能存在镜头畸变的问题，你知道，这个问题已经说得够多了，但当我们看所有这些照片时，要记住这一点。

And then the next one we have on X from OMG Tesla slash Rivian, of course, a great combo here, because there's a sighting of a Rivian R1T next to the Cybertruck. So we get a few really pretty good images here of that comparison.

接下来，我们从OMG Tesla/Rivian中有一条关于X的消息。当然，这是一个很棒的组合，因为我们看到了一辆Rivian R1T与Cybertruck并排在一起。因此，我们这里有一些非常好的比较图片。

So just kind of click through those, not quite side by side. And I think the, you know, don't let the perspective from the lines of the parking spaces throw you off too much because they're not necessarily parked in the same spot relative to those lines, but still nice to see the comparison shots here.

所以只需依次点击它们，而不一定要侧着对比。我觉得，你知道的，不要让停车位线条的视角影响你太多，因为它们相对于那些线条并不一定停在同一位置，但看到这里的比较照片还是不错的。

And then perhaps the most interesting one is a Cybertruck next to a DeLorean. So obviously, you know, Tesla's, I don't think they said that it was officially inspired by DeLorean, but it was if we have seen some of those photos of Franz and Elon looking at sort of the design concepts of it.

然后也许最有趣的是有一辆Cybertruck停在了一辆德隆戴.洛瑞恩(Delorean)旁边。显然，你知道，特斯拉并没有官方表示这是受到德隆戴.洛瑞恩的启发，但是我们确实看到了弗朗茨(Franz)和伊隆(Elon)在看设计概念的照片。

I think the DeLorean was one of them that was up there and shares a lot of similarities, of course, with the design aesthetic of the Cybertruck as we can see, but just kind of fun to see these two very unique vehicles parked side by side.

我认为德洛雷安（DeLorean）是其中之一，它与塞伯卡卡（Cybertruck）在设计美学上显然具有许多相似之处，但将这两辆非常独特的车辆并排停放在一起实在是有趣。

This coming out to us on Reddit from Blade Bronson. So kind of cool to see that. We've got a short video here. So I'll just play some of that. We can see obviously the DeLorean with its doors. Pretty nice, you know, pretty similar to the Model X, obviously differences there, but just kind of fun to see these vehicles side by side. So again, nice to see all these and kind of interesting that that all happened in the same weekend.

这是从Blade Bronson在Reddit向我们传达的消息。很酷能看到这个。我们这里有一个短视频。我会播放一些。我们可以看到显然带着独特开门设计的德洛雷安（DeLorean）。非常不错，你知道的，与Model X非常相似，当然也有一些区别，但同时看到这些车辆并排在一起很有趣。所以再次很高兴看到所有这些，而且同一个周末这一切都发生了，挺有意思的。

So do seem to be more and more release candidates than ever. Joe Taggen my hair today on X posting some photos of the outbound delivery lot at Giga Texas, and we can see nine new Cybertrucks being staged there allegedly new. So again, we continue to see more and more of these out there. And we're getting closer. I'm sure we'll hear more on Wednesday about what the plans are in terms of the delivery event.

似乎现在有比以往更多的正式发布候选对象。今天，乔·塔根在X平台上发布了一些在德克萨斯千兆工厂外送交车区域的照片，我们可以看到据称是全新的九辆Cybertruck正在那里进行准备。所以可以说，我们看到了越来越多的这些汽车。我们离交付活动越来越近了。我相信我们会在周三了解更多关于交付活动计划的信息。

All right. Next, we've got kind of an unexpected update from Motor Trend here. They actually got a test driver, first drive of the Model 3 Highland. So obviously we've seen more promotion of this internationally in Europe and in Asia, but not a lot in North America yet. So looks like Tesla at least now starting to do a little bit of that ahead of any updates that we've officially heard about from the company.

好的，接下来我们有一些来自Motor Trend的意外更新。他们实际上找到了一名测试驾驶员，首次试驾了Model 3 Highland版。所以显然我们已经在欧洲和亚洲看到了更多的宣传，但是在北美地区还没有太多宣传。看起来特斯拉至少现在开始在公司正式发布的任何更新之前进行了一些宣传活动。

So overall, Motor Trend very impressed. They say that the Model 3 is making real improvements with this update. Overall their feedback was essentially that Tesla listened to their customers and affected a lot of changes that customers were wanting. So they were overall very impressed, very happy with the updates. They did mention something that I think we had talked about before, but kind of confirmed the cars, batteries, and motors are not changed. No changes to the powertrain despite some of the efficiency improvements that we're seeing. Again, we knew that before, but good to have some secondary confirmation of that.

总的来说，Motor Trend非常印象深刻。他们表示，这次更新使Model 3实现了实质性的改进。总体上，他们的反馈基本上是特斯拉倾听了顾客的意见，并实施了很多顾客希望的变化。所以他们总体上对这些更新非常印象深刻，非常满意。他们确实提到了一些我们之前讨论过的事情，并且证实车辆、电池和电机并没有改变。尽管我们看到了一些提高效率的改进，但动力系统没有改变。再次强调，我们之前就知道这一点，但能够得到一些次要的证实还是很好的。

They do say that in terms of the updates, the vehicle, obviously one that gets a lot of potential criticism is the removal of the stocks. Motor Trend said that they didn't actually see much of an issue with that. They said normally we'd rage against touch sensitive buttons on steering wheels and the deletion of physical controls, but we be grudgingly give these a pass. Tesla's new controls all work well enough that we don't have much to complain about. So good to see that. Again, a lot of discussion on whether or not that's the right move. They did actually talk about how they think that one of the things that could be improved is not having so many controls or so much information on the center screen they wish for a heads up display or something like that. But they also noted that customers don't actually have a problem with that. They just think that prospective customers would, which was kind of interesting. It shows that current customers not having issue, but prospective customers might kind of shows that you shouldn't always necessarily listen to what the customers are wanting because sometimes you'll make a change and it's better in reality than what they would have expected. So hopefully we find the same thing with the stocks over time, although I don't think quite as many people would initially agree with that.

他们确实说，在更新方面，这辆车很明显会受到很多潜在的批评，其中之一就是去除了股票。《Motor Trend》杂志表示他们对此并没有太多意见。他们说通常我们会对方向盘上的触摸按钮和删除物理控制进行愤怒抗议，但我们勉强容忍了这些。特斯拉的新控制都运转良好，我们没有太多抱怨。很高兴看到这一点。关于这是否正确的问题进行了很多讨论。他们确实谈到了他们认为其中一点可以改进的是在中央屏幕上不要有太多的控制和信息，他们希望能有一个抬头显示或类似的东西。但他们也指出，顾客实际上并没有问题。他们只是认为潜在的顾客会有问题，这有点有趣。这表明现在的顾客没有问题，但潜在的顾客可能会有问题，这也表明你不总是必须听从顾客的意愿，因为有时候你会做出一个实际上比他们预期更好的变化。所以希望随着时间的推移，我们也能找到类似的情况，尽管最初可能不会有那么多人同意去做出这个变化。

All right, so they also said that the Model 3 is much, much quieter on the inside night and day difference from the old version. They say that the improved ride quality, they improved the ride quality enormously compared to the older version, both things that we've heard but good to have reiterated and just highlighted by Motor Trend. We talked about the center screen stuff already. And then one of their big criticisms was on FSD. So separate from Highland, obviously, but they did say that the FSD is a waste of $12,000. I don't know if they said something about unusable or something like that or let's see. I didn't highlight that piece, but overall, their criticism was pretty strong for FSD. They are not fans in the current iteration. And then they did also just say that kind of wrapping things up that the new Model 3 is substantially better car than the already go to outgoing model. So again, despite some of those very limited criticisms, they felt like almost all areas were improved that customers had maybe had any issues with the Model 3, which obviously the Model 3 has been a tremendously selling vehicle. So for us to be in a phase now where we're getting even improved versions of that, I think is very exciting.

好的，他们还说Model 3内部要安静得多，与旧版本相比，天差地别。他们说改进了乘坐质量，与旧版本相比有了巨大的改进，这两个都是我们之前听说过的，但《Motor Trend》的重申和强调让人很高兴。我们已经谈到了中心屏幕的东西。然后他们对FSD提出了一项重大批评。显然与Highland无关，但他们确实说FSD是一项浪费了12000美元的东西。我不知道他们是否说了什么关于无法使用之类的话，我没有突出显示那部分，但总的来说，他们对FSD的批评还是相当强烈的。他们对目前版本并不是什么粉丝。然后他们也说总的来说，新的Model 3是一辆比已经停产的老款车更好的车。所以尽管有一些非常有限的批评，他们觉得几乎所有方面都得到了改进，可能会对Model 3有任何问题的顾客都会喜欢，显然Model 3是一辆销量非常高的车。所以对我们来说，现在我们正在进入一个阶段，得到了更好的Model 3版本，我认为这非常令人振奋。

And then finally, the last detail on here that got maybe the most attention on this. Originally when this article was published, Motor Trend had listed the on sale date as January 2024. So we haven't really heard anything about that again from Tesla. And now in this most recent version of the article, they have actually updated this to Q1 2024. So they say this has been updated from January to Q1 2024 at Tesla's request. So that could still be January. Obviously that'd be January to March. But the fact that Tesla has specifically requested this update, I think gives us a lot more confidence in this actually being correct than something like January would have, while that would have been certainly interesting to see listed, they could have just been doing that based on their expectations of this being sort of a 2024 model year vehicle. So that seems to be again, the most significant update in terms of the release of the Model 3 in the US or in North America that we have seen so far. So again, maybe we'll get more information on that. I'm not sure if that's one of the top questions right now, but I wouldn't be surprised if Tesla talks a bit about that on their earnings call.

然后最后，在这里引起最多关注的最后一个细节。当这篇文章最初发布时，Motor Trend将销售日期列为2024年1月。所以我们从特斯拉那里没有再听到任何相关消息了。而在最近版本的文章中，他们实际上已经将其更新为2024年第一季度。所以他们说，特斯拉在请求下将1月更新为2024年第一季度。所以这可能仍然是一月份，显然这肯定是一月至三月期间。但是，特斯拉专门要求了这个更新，我认为这使我们对这个日期的正确性更有信心，而不像1月份那样，虽然看到1月份列出来肯定很有趣，但他们可能只是根据这款车作为2024车型的预期而做出的。所以这似乎是迄今为止我们在美国或北美所见过关于Model 3发布的最重要的更新。所以也许我们会得到更多关于这个的信息。我不确定现在这是否是一个重要的问题，但如果特斯拉在财报电话会议上谈到这一点，我也不会感到惊讶。

All right, and then we also of course had the minor updates, the Model Y out of Giga Shanghai. It's not minor, but minor relative to the Highland updates. Tesla has filed for that new Model Y in China. And one of the interesting pieces of this is that they indicate radar as an option on this vehicle. Obviously previously Tesla's removed this from the Model 3 in the Model Y, but still includes it on the S and the X. One of the details from the Isaac's in biography was that Tesla was including that as sort of a test or sort of a proving ground for their new Phoenix radar that they developed. So right now it's on the S and the X as Tesla kind of experiments with that. So I think they've probably left the option open for the Model Y. That doesn't necessarily mean that it's got a radar right now, but potentially with these filings and with the design of the vehicle, they might have included the possibility of that program working successfully and expanding to other vehicles. So that's kind of my thought on the radar being optional as indicated by these filings, but we'll continue to keep an eye on that.

好的，然后我们当然还有小更新，即出现了特斯拉在上海超级工厂推出的Model Y。虽然相对于Highland更新来说并不算小，但相对而言是较小的改动。特斯拉已在中国申请了这款新的Model Y。其中一件有趣的事情是他们表示这款车上可选安装雷达。很明显，此前特斯拉已将Model 3和Model Y上的雷达移除，但S和X系列仍包含。艾萨克在自传中详述了特斯拉将其作为其新型凤凰雷达的测试地或试验场所。目前，特斯拉正在S和X系列上进行尝试。因此，我认为他们可能已经为Model Y留下了这个选项。并不意味着目前已经安装了雷达，但是随着这些申请以及车辆设计的进行，他们可能已经包含了该项目成功运作并扩展到其他车辆的可能性。这就是我对这些申请中所指示的雷达是可选的看法，但我们将继续关注此事。

Alright, next we've got a couple supercharging updates. So the first is from not a Tesla app. They have noticed that in the software version 2023.38 Tesla's implemented a change in supercharger availability. So in current or in previous versions, you could click on a supercharger, see how many cars are charging, that's very helpful if a station is congested and you might have to wait, but you could be planning that 30 minutes or an hour out from that destination and things are of course going to change during that period of time. So what Tesla is now doing with this latest release is predicting how many supercharger stalls will be available. So that would obviously be based off of things like how many vehicles are in route based on Tesla's navigation and likely how long they expect vehicles at the supercharger to stay based on their state of charge and things like that. So I think that's a great update. It's a difficult problem to solve because sometimes people can reroute, sometimes people can stay longer than expected, things like that. But if anybody can give a good prediction, obviously Tesla's got the most data to do that. Now a complicating factor of this would be that Tesla obviously expanding this to other automakers, they're not going to have quite as much information presumably, certainly in terms of vehicle routes that they would with an all-Tesla fleet. But hopefully over time that's something that Tesla can still do a pretty good job of in terms of their prediction model to help people best understand wait times and best routing information with the supercharger network. So I think that's a great change. I've actually wondered if Tesla was going to do that before, so I'm excited to see them implementing that.

好的，接下来我们有一些超级充电更新。首先来自非特斯拉应用程序的反馈。他们注意到在2023.38版本的软件中，特斯拉实施了对超级充电站可用性的改变。所以在当前或以前的版本中，你可以点击一个超级充电站，看到有多少辆车正在充电，如果充电站拥挤你可能需要等待，这是非常有帮助的，但是你规划充电的时间可能是在目的地前30分钟或1小时左右，而那段时间肯定会有变化。因此，特斯拉现在在这个最新版本中做的是预测将会有多少个超级充电桩可用。这显然会基于诸如特斯拉导航中车辆路线的数量以及他们预计充电时间的长短等因素。所以我认为这是一个很好的更新。这是一个难题，因为有时人们可以更改路线，有时人们可能停留时间比预期更长，等等。但是如果有人能够给出一个好的预测，显然特斯拉拥有最多的数据来实现这一点。现在这个问题的一个复杂因素是，特斯拉显然正在将这一功能扩展给其他汽车制造商，他们可能没有那么多的信息，尤其是关于车辆路线方面，这点特斯拉拥有一个全特斯拉车队的优势。但是希望随着时间的推移，特斯拉仍然能够在其预测模型方面做得相当不错，以便帮助人们更好地理解等待时间和超级充电网络的最佳路线信息。所以我认为这是一个很好的改变。实际上，我之前就在想特斯拉是否会这样做，所以我很高兴看到他们正在实施这一点。

And then finally just as we keep an eye on superchargers, just as we keep an eye on the V4 expansion. The technology 869 on Reddit has noticed a new supercharger going up and I believe Atlanta here. So we continue to see these roll out, which is again very exciting.

然后最后，就像我们一直关注超级充电器一样，就像我们一直关注V4扩展一样。Reddit上的技术用户869注意到了一个新的超级充电站正在建设中，我相信是在亚特兰大。所以我们继续看到这些充电站的建设，这真的让人非常激动。

Alright, now we've got a couple of quick things on Ford. So Ford has actually commented on the strike. I think this was, yeah, Bill Ford here said that I think this was a memo to company employees. Sorry, I don't have the full context on this. I should have the full context on it, but the quote here is that this should not be Ford versus the UAW. Toyota, Honda, Tesla and others are loving the strike because they know the longer it goes on, the better it is for them. They will win and all of us will lose. So just kind of, you know, we've seen very combative language from UAW in relation to these strikes for trying to take a little bit of a positioning, whether it's PR or directly to the employees that it really shouldn't be Ford versus the UAW should be more about Ford versus their competition, which is definitely a valid case and should be something that the UAW considers. But obviously that's all this stuff is, you know, kind of putting pressure on, I think, both these groups through these negotiations. So not surprising to see Ford try to highlight that and, you know, spend the narrative a little bit again, both with employees and I think with the public.

好的，现在我们有几个关于福特的快讯。福特实际上已经就这次罢工发表了评论。我想这是比尔·福特对公司员工的备忘录。抱歉，我对此没有完整的背景资料。这里的引述是，这不应该是福特对抗美联汽车工会。丰田、本田、特斯拉和其他公司都喜欢这次罢工，因为他们知道罢工持续时间越长，对他们越有利。他们会获胜，而我们所有人都会失败。因此，我们看到美联汽车工会在与这些罢工相关的事情上使用了非常具有攻击性的语言，试图在员工面前或者公众面前采取一些定位，即这不应该是福特对抗美联汽车工会，而应该是福特对抗竞争对手，这确实是一个合理的观点，美联汽车工会应该考虑这一点。但显然，所有这些都是在通过谈判给双方施加压力。看到福特试图突出这一点并再次操控叙述对于员工和公众来说并不令人惊讶。

And then kind of an interesting update on the Ford F-150 Lightning, as we've talked about over the last few weeks, there's been, you know, production downtime, then they got it restarted. It looks like they are now dropping a shift. So according to the Detroit Free Press here, Ford has informed about 700 employees that they'll be laid off temporarily for the Ford F-150 Lightning third shift. They say that we're, you know, a Ford spokesperson said that quote, we are adjusting the schedule at the Rouge Electric Vehicle Center because of multiple constraints, including the supply chain and working through processing and delivering vehicles held for quality checks after restarting production in August. So basically after they restarted, now they're saying that they have, you know, supply chain constraints, processing and vehicle deliveries for quality checks, also delaying them. So as they work through those things, temporarily reducing the shift count.

有关福特F-150 Lightning的一则有趣的更新，我们在过去的几周已经讨论过，有生产停工，然后他们重新启动了。现在看起来他们正在减少一个班次。据底特律自由报报道，福特已经通知约700名员工暂时被解雇，这是针对福特F-150 Lightning第三班次而言。福特发言人表示，我们正在调整Rouge电动车中心的时间表，原因包括供应链问题以及在8月重新启动生产后处理和交付车辆的质量检查。基本上在他们重新启动后，他们现在又遇到了供应链限制、处理和交付车辆的质量检查的问题，所以暂时减少了班次。

So that's kind of the official word. But interestingly, the Wall Street Journal had an article over the weekend that said that a UAW official who is the Union's local chapter lead for the area that represents the factory that's making the F-150 Lightning's said that said in a letter on Tuesday that they were considering this change and said, quote, it doesn't take a rocket scientist to figure out that our sales for the Lightning have tanked and quote. Now it's a little bit unclear if that means orders or if that means sales. Obviously, we talked about F-150 sales being down in the third quarter, 45%, roughly in that, you know, roughly that figure. But the big reason for that, at least it seems like the big reason for that would be six or seven weeks of production downtime during the quarter. And Ford did say that they expected year over year increases to resume for the F-150 Lightning in the fourth quarter. So he could just be, you know, referring to the official sales figures that have been published that have dropped or it could be some more insight in terms of actual demand and orders on the F-150 Lightning. So I wouldn't necessarily take it so far to say that that's what it is and that's why we're seeing Ford, you know, step back a shift on the F-150 Lightning line, but definitely interesting to hear some of that from Ford. So somebody keep an eye on theirs will continue to do as we get more figures on that.

这就是官方的说法。但有趣的是，华尔街日报在周末刊登了一篇文章，称一位UAW官员，在代表制造F-150 Lightning的工厂的该地区的本地章负责人发出信函称，他们正在考虑这一变化，并说：“不需要火箭科学家就能弄清楚，我们的Lightning销售已经大幅下滑。”现在不太清楚这是指订单还是销售额。显然，我们已经谈到了第三季度F-150销售下降了大约45%左右。但造成这种情况的主要原因可能是在该季度六七周的停产时间。福特确实表示，他们预计第四季度F-150 Lightning的销量将恢复年增。所以他可能只是指的是已经发布的官方销售数据下滑，或者说更多关于F-150 Lightning实际需求和订单的内幕。所以我不会过于认为这就是原因，也是我们看到福特在F-150 Lightning生产线上放缓的原因，但肯定很有趣听到福特方面的一些消息。所以大家要继续关注，等我们获得更多数据。

And then the last couple of things, just a quick merchandise update here for Europe. Tesla has introduced the cyber quad for kids. These got recalled in the US and they stopped selling them here, but it looks like now they're taking them over to Europe. So those are in the shop for around just under 2000 euros. Tesla's also got a cyber quad for kids jacket. It's kind of see that available as well. I'm not sure if that one's new, but I assume that it's probably in line with the cyber quad for kids being added.

然后，最后几件事情，这是一个关于欧洲的快速商品更新。特斯拉推出了针对儿童的网络四轮摩托车。这些在美国被召回并且停止销售，但现在看起来他们将它们带到了欧洲。这些产品在商店中的售价大约在2000欧元左右。特斯拉还有一款儿童版的网络四轮摩托车夹克。我不确定这款是否是新款，但我猜它可能是与儿童版的网络四轮摩托车同步上市。

And then just quickly on Starlink, a couple of major partnerships announced for Starlink Qatar Airways has announced that they have partnered with SpaceX for Starlink to offer this seamlessly to their passengers complimentary for all passengers on flights that are offering Starlink. So I don't know if it's every single flight right now or intention to be every single flight very soon for Qatar Airways, but it sounds like it'll be a significant number of their flights, if not. And they say that this will offer passengers up to speeds of 350 megabits per second for gaming VPN access, sports streaming and more. So this becomes the largest airline to partner with Starlink so far, which is very exciting to see. I'm personally very excited to see this roll out to more airlines as this will obviously be a much, much better experience on those flights. So if any roll out there is always good to see.

然后关于Starlink的事情，有几个重要的合作伙伴关系宣布了。卡塔尔航空宣布与SpaceX合作，在Starlink上为乘客提供免费服务。对于所有提供Starlink服务的航班上的乘客都可以无缝地使用Starlink。我不知道现在是否每一趟航班都提供这项服务，或者卡塔尔航空是否有意很快覆盖每一趟航班，但听起来它将会成为他们很多航班的重要组成部分。他们称，这将为乘客提供高达350兆比特/秒的速度，可用于游戏、VPN访问、体育赛事流媒体等。这使得卡塔尔航空成为迄今为止与Starlink合作的最大航空公司，这非常令人兴奋。我个人非常期待看到更多航空公司加入，因为这显然会为乘客提供更好的体验。所以任何推出总是令人振奋的地方。

And then we've been talking or we've mentioned a couple of times about partnerships for sea fairing vessels. So we've got another one of those from MOL. This has been announced today that they are partnering with Starlink for 233 of their ships. I believe a variety of different ships. They've got cruise ships, they've got rowaros and multiple other things. So pretty big partnership. I don't know if this is all of their ships. They say I think it's all of their ships that they can do it on right now. And then they would be doing more in the future, I believe.

然后我们一直在谈论或多次提到海洋船只的合作伙伴关系。所以我们从MOL那里得到了另一个合作伙伴。今天宣布他们与Starlink合作，为他们的233艘船提供服务。我相信这些船包括各种不同类型的船只，他们有游轮，有货船和其他多种类型。所以这是一个相当大的合作伙伴关系。我不确定这是否是他们所有的船只。他们说目前能够在所有船只上进行，未来可能还会有更多合作。

So a couple of big and exciting announcements there for Starlink. All right, that'll wrap it up for today. And not for the week or just starting the week, but tomorrow we will do an earnings preview. And then of course on Wednesday we'll do the earnings report as usual. So I'd expect maybe a couple of quiet news days here as we kind of get through that outside of earnings, obviously, but we'll see. Anyway, that'll do it for today. As always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on X at Tesla podcast. And we'll see you tomorrow for the October 17th episode of Tesla daily. Thank you.

所以对于Starlink来说，有一些重大和令人兴奋的公告。好的，今天就到这里。不仅仅是这一周开始，明天我们将进行盈利预览。然后当然，星期三我们将像往常一样发布盈利报告。因此，我预计在此期间除了盈利之外，可能会有一些安静的新闻日，但我们会看到的。无论如何，今天就到这里。始终如一，感谢您的收听。确保您已经订阅并注册了通知。您也可以在X上找到我，在特斯拉播客中。明天我们见，在10月17日的特斯拉日报节目中。谢谢。