Ford Chair: Tesla Will Win / Why Tesla Chose Chile Now / Tesla Semi: 2 Things ⚡️
发布时间 2023-10-16 22:49:56 来源
摘要
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Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patrons, Banjo T and Richard P. Thank you for choosing to support the channel. As you can tell, I'm in a remote location for the next few weeks, I'll do my best to work with the lighting in the video, but as always we're going to focus on the content, so please just bear with me.
欢迎来到《电动世界》，我是主持人迪伦·卢米斯。特别感谢我的最新赞助人，Banjo T和Richard P。感谢你们选择支持这个频道。正如你们所看到的，接下来的几周我将身处一个偏远的地方，我会尽力调整视频中的灯光，但我们依然会把重点放在内容上，请大家见谅。
On Friday, Elon replied to a whole Mars saying, Car just drove me around Austin all day with no interventions required, despite the Austin City Limits Music Festival crowd. In the fairly near future, people will wonder why there was ever skepticism about self-driving.
星期五，埃隆回复了一则关于火星的消息，他说，“车子整天将我带到奥斯汀各处，而且完全没有需要干预的情况发生，尽管那天正好是奥斯汀城限制音乐节人山人海的日子。在不太遥远的未来，人们会好奇为什么以前有人对自动驾驶持怀疑态度。”
Yes, it would have been nice to know if this was on version 12, but hopefully this Wednesday for Tesla's Q3 financial call, we get an update on how things are going with V12. Don't forget, if you own Tesla shares, you can go ask a question or upvote others. I'll have the link below, the deadline October 18th for 30 PM Eastern Daylight Time. Per the usual, some of the top voted questions are somewhat lame, apologies if any of these are yours. My answers for some of these, how many Cybertruck Deliveries next year? I'm guessing around 50,000. When will the new Model 3 be available in the United States? Quarter 1 next year. Will Optimus be working at the Gigafactory's next year? If so, how many? I would say by the end of the year may be around less than 100.
是的，如果这是12版的话，知道这件事会很好，但希望在特斯拉第三季度财务电话会议上，我们能够得到有关V12进展情况的更新。别忘了，如果你拥有特斯拉股票，你可以提问或支持他人的问题。我会在下面留下链接，截止日期是东部夏令时下午3:30，10月18日。通常一些投票数较高的问题有些无聊，如果其中有你的问题，我表示道歉。对于其中一些问题，我有以下答案：明年Cybertruck交付量有多少？我猜约为5万辆。新的Model 3何时在美国上市？明年第一季度。明年Optimus会在Gigafactory工作吗？如果是的话，大概会有多少？我认为到年底可能还不到100台。
There is a question asking about V12 progress, and they ask how will you extract a mind's eye view from an end to end network. If they're asking about the visualization, don't forget that Elon said the visualization with V12 is going to be much less important than it is now, and it's not expected to be an exact representation of exactly what the car is thinking. Do you expect the 4680 ramp to support the Cybertruck and Model Y production next year? Depends what you mean, not all Model Y production, but some variants could definitely use 4680s based on the update we just talked about last week.
有一个问题询问关于V12的进展，他们问你如何从一个端到端网络中提取心灵之眼的视角。如果他们在问可视化的话，不要忘记埃隆说过，V12的可视化将比现在重要得多，而且不会精确地反映汽车的思考过程。你是否预计4680电池的扩产将支持明年Cybertruck和Model Y的生产？这要看你的意思是什么，不是所有的Model Y生产都会用到4680电池，但根据我们上周刚讨论的更新，某些变体肯定会使用4680电池。
Remember, no video from me on Wednesday, Tesla's earnings day, everybody and their brother does videos that day, I like to just take in the earnings day and then I'll get back to you with my thoughts on Thursday.
记住，周三我不会上传视频，那是特斯拉的财报日，所有人都会上传视频。我喜欢专心关注财报日，然后会在周四与你们分享我的想法。
When it comes to Tesla Mega Pack, people are always looking for the next world's biggest project, and of course those are great. But let's not forget about all of these small projects that may not get reported on, but there may be many of that with time actually add up. We have a water treatment plant that just successfully installed a Tesla battery system, as I said it's small 644kWh. Despite that, the Tesla battery pack is estimated to be capable of operating the entire water treatment plant and the city's largest water pump station for up to 7 hours. Don't forget there are far more applications for Tesla Mega Pack than just being paired with these massive wind and solar farms.
说到特斯拉Mega Pack，人们总是在寻找下一个全球最大的项目，当然这些项目都很伟大。但是我们不要忘记那些可能没有被报道的小项目，随着时间的推移，它们的数量可能会不断增加。我们有一个刚刚成功安装了特斯拉电池系统的水处理厂，尽管只有644千瓦时的小型电池组，但预计它能够为整个水处理厂和城市最大的水泵站提供运行时间长达7个小时的电力支持。不要忘记，特斯拉Mega Pack的应用远不止与这些巨大的风电和太阳能发电场搭配使用。
Today in China, Tesla has filed for their new Model Y with radar as an option. The public can now submit feedback between tomorrow and October 23rd. This is the last major regulatory process by which a model can be allowed to be sold in China. The Model Y supports options for radar, different style wheels, front fog lights and the batteries are LFP from CATL. On Weibo, Tesla did just confirm that deliveries of the new Model Y in China have begun.
今天，特斯拉在中国申请了新的Model Y车型，并提供了选装雷达的选择。公众现在可以在明天到10月23日之间提交反馈意见。这是一个最后的重要监管过程，通过该过程车型才能获准在中国销售。Model Y支持雷达、不同款式的轮毂、前雾灯等选项，电池采用来自CATL的LFP技术。特斯拉在微博上刚刚确认，新的Model Y已经开始在中国交付。
The new HD radar project Phoenix, it's still somewhat of a mystery. We're hearing that they are included with Model S and X vehicles, but the actual functionality is somewhat TBD. When it comes to the Model Y, green the only over the summer told us that some of these new Model Y's with hardware 4 did have radar included. Shortly after though, we were told not all of them and now most of them actually don't. So whether it's due to a supply chain issue or a software compatibility issue, either way we just have to wait and see.
新的高清雷达项目凤凰，仍然有些神秘。我们听说它们已经包含在Model S和X车型中，但实际的功能还未确定。至于Model Y，绿色信息仅告诉我们，一些配备了硬件4的新款Model Y确实包含雷达。然而不久之后，我们被告知并非所有这些车型都有雷达，现在大部分车型实际上都没有雷达。所以无论是供应链问题还是软件兼容性问题，无论怎样，我们只能等待再看。
If you missed it, Sawyer put together a good post going over some of the more popular EVs and their frunk size rankings. The question now becomes where will the Cybertruck eventually slot in this list?
如果你错过了，索耶尔撰写了一篇很好的帖子，对一些更受欢迎的电动汽车及其前备箱大小进行了评比。现在的问题是Cybertruck最终将在这个列表中排名在哪里？
I think I have to touch on this post where Sawyer was talking about the losses for Lucid, Neil, Rivian and Ford per each EV sold. I know the knee jerk reaction is to see this list and then start saying how much better Tesla is than all of these companies. And look, right now that's true, but comparing Tesla to these companies is really not apples to apples. Example, here are Tesla's financials year end 2017. If you drop all the way down, you'll see a net loss of $2.2 billion. Tesla's deliveries in 2017, 103.1 thousand. $2.2 billion divided by 103.100 gives us a loss per vehicle of $21.3 thousand for Tesla across 2017. Lucid won't come close to delivering 100,000 EVs this year. Neil will most likely do between 100 and 200,000 sales this year and then Rivian its guidance for 2023 is right around 50,000.
我想我需要谈一谈Sawyer在帖子中谈到了Lucid、Neil、Rivian和福特每辆电动车的亏损问题。我知道人们的第一反应是看到这个列表，然后开始说特斯拉比这些公司好多少。而且现在看来确实如此，但是把特斯拉与这些公司进行比较真的不是一种公平的对比。举个例子，这是特斯拉截至2017年年底的财务数据。如果你继续往下看，你会看到亏损了22亿美元。特斯拉在2017年的交付量为103,100辆。22亿美元除以103,100得出的结果是特斯拉在2017年每辆车的亏损为21.3万美元。Lucid在今年不可能接近10万辆电动车的交付量。Neil今年很可能实现10至20万辆的销量，而Rivian在2023年的销量目标大约为5万辆左右。
I'm not trying to defend these companies, I'm just trying to lay out some context just focusing on the pure EV makers. Just don't forget, there was a time when Tesla would have fell right on this list with the rest. Maybe not as bad, but the difference is Tesla found a way to get off the list and become profitable, the question remains for the rest.
我并不是在为这些公司辩护，我只是想提供一些背景信息，专注于纯电动汽车制造商。只是不要忘记，曾经有段时间特斯拉也会与其他公司一起名列此单。或许不会那么糟糕，但特斯拉成功找到了一种脱颖而出、实现盈利的方式，而其他公司是否能做到仍然是个问题。
AutoTrader recently uploaded a video doing a review of the Model S track package and yes they touched on the panel gaps and some other downsides of the Model S, but overall it was a very positive video with the reviewer raving about the Model S and the track package. If you want the TLDW, absolutely move the goalposts this car. I'm lost words. Full video will be linked below.
AutoTrader最近上传了一段关于Model S赛道套件的视频评论，是的，他们提到了Model S的面板间隙问题以及其他一些缺点，但总的来说，这是一段非常积极的视频，评论人员对Model S和赛道套件非常赞赏。如果你只想要简要版，这辆车完全超越了预期。我无话可说。完整视频将在下方链接。
In France, in September, full battery electric vehicles took a record 19.6% of the market, roughly 1 in 5 new cars sold. If you add plug-in hybrids to the mix, that would take the total to almost 30% of new cars sold being some version of electric.
在法国，9月份，全电动汽车占据了市场的创纪录19.6％，约为新车销量的五分之一。如果将插电式混合动力车型加入其中，电动汽车的比例将接近30％。
Sawyer shared this picture of a Cybertruck with the light bar up top. Remember though, this is presumably going to be an aftermarket accessory. Tesla has told us they have a dedicated Cybertruck accessories team, which I might be more excited to see the accessories than the actual deliveries. I did see some people commenting as if they thought this was back on the production version, meaning it was going to be standard with the vehicle, but I do not think that's the case.
Sawyer分享了一张装有顶部灯条的Cybertruck图片。不过要记住，这很可能是一个市售配件。特斯拉告诉我们他们有专门的Cybertruck配件团队，我对配件的期待甚至超过了实际交付的兴奋。我看到一些人评论时似乎认为这是生产版本上的配备，即与车辆一同标配，但我认为情况并非如此。
I need to briefly add some context to this Cox headline Tesla share of EV segment tumbles to 50%. Here's an example. Year one I sell 100 widgets. Year two I sell 200 widgets doubling my sales. However, in year two there are 400 other companies now trying to copy me selling widgets and they each sell one widget for a total of 400, meaning my 200 sales is now only or tumbling down to 50% of the market. But remember, I just doubled my sales from year one so I'm still sitting pretty. Tesla's leadership has told us on more than one occasion paying attention to this metric is a fool's errand we're not supposed to do it. The market share metric to focus on is Tesla's market share of the overall auto market, not just the EV market because as other automakers release more EVs, Tesla's share of the EV market will naturally come down.
我需要简要解释一下考克斯的这个标题，“特斯拉在电动车市场的份额下降至50%”。这里有一个例子。第一年我卖出了100个小玩意儿。第二年我销量翻了一番，卖出了200个小玩意儿。然而，第二年总共有400家其他公司试图模仿我卖小玩意儿，它们每家卖出一个小玩意儿，总计400个，这意味着我的200个销量现在只占市场的50%，甚至还在下降。但是要记住，我从第一年销量翻了一番，所以我依然非常成功。特斯拉的领导层曾多次告诉我们，关注这个指标是种傻瓜行为，我们不应该这么做。应该关注的市场份额指标是特斯拉在整个汽车市场的份额，而不仅仅是电动车市场，因为随着其他汽车制造商推出更多电动车型，特斯拉在电动车市场的份额自然会下降。
Good news though, in the United States we're on track to surpass 1 million EVs sold for the first time in one year ever. The milestone will likely be achieved in November. In Q3 in the US, EV sales came in at 7.9%. When it comes to the EV share of total brand sales for Q3, we have the 100% club but looking at the rest we have BMW, Audi, Volvo, VW and Mercedes all with 12% or higher of their overall sales being electric vehicles. The laggards that still need some motivation, Toyota, GMC, Subaru and Lexus all still below 2% of their overall sales were EVs. Here's a snapshot of EV sales by brand for Q3 year to date and then we have market share figures on the right. So Tesla's plummeting EV market share year to date still over 56%, looking for second place that would be Chevy at 5.7 and Ford in third at 5.3.
好消息是，在美国，我们正在以史上首次的速度达到100万辆电动汽车的销量。这一里程碑很可能会在11月份实现。在美国，第三季度的电动汽车销量占总销量的7.9％。就第三季度电动汽车占整个品牌销量的比例而言，我们有100％的俱乐部，但其余的品牌中，宝马、奥迪、沃尔沃、大众和梅赛德斯的电动汽车占比都达到12％或更高。而那些仍然需要一些动力的品牌，如丰田、GMC、斯巴鲁和雷克萨斯，其电动汽车占比仍然低于2％。以下是截至第三季度的各品牌电动汽车销量情况，右侧是市场份额数据。特斯拉今年迄今的电动汽车市场份额仍然超过56％，第二名是雪佛兰，占比为5.7％，第三名是福特，占比为5.3％。
We got some pretty interesting quotes about the Tesla semi performance in the run on less event. Tesla semi operated by Pepsi, traveled more miles per day on average than any other vehicle in the run on less event. Aside from humbling Tesla skeptics, the event demonstrated that electric trucks can match the operations of their diesel counterparts. The drivers used chargers daily putting on a display that called into question strongly held convictions about the limits of trucking battery range. Shout out to Bill Gates.
在"尽量少耗能"的活动中，我们获得了一些关于特斯拉半挂车性能的相当有趣的评论。由百事可乐公司操作的特斯拉半挂车，每天的平均行驶里程超过了其他任何车辆。除了让特斯拉怀疑者感到谦虚，这个活动还证明了电动卡车可以与柴油卡车的运营水平相比。司机们每天使用充电器充电，向人们展示了一种对卡车电池续航里程限制的强烈怀疑。向比尔·盖茨致敬！
It's somewhat tough to draw real conclusions from this chart alone because they said use cases, range needs and miles traveled varied based on the routes that the drivers were actually on. Long haul verse regional. Either way though, as you can see, Pepsi's Tesla semi by far traveled the most miles and the second place team was Volvo's VNR electric. The director of Pepsi's fleet said when we looked at the metrics during the run, we were very pleased with how the semi performs. An industry CEO said early data indicates Tesla is the leader in terms of performance and range. They're also the only ones demonstrating super fast charge capability. The run on less data showed Tesla semis can travel about 400 miles and then recharge about 80% in 45 minutes.
光凭这张图很难得出真正的结论，因为他们说使用情况、里程需求和行驶里程根据司机实际所在的路线而变化。远途与区域之间差异较大。无论如何，从图中可以看出，百事可乐的特斯拉半挂车行驶里程最多，第二名是沃尔沃的VNR电动卡车。百事可乐车队的负责人表示，当我们在行驶中观察了这些指标时，我们对半挂车的表现非常满意。一位行业首席执行官表示，初步数据表明特斯拉在性能和行程方面是领先的。他们也是唯一展示了超快充电能力的厂商。根据少量数据，特斯拉半挂车大约可以行驶400英里，然后在45分钟内充电80%左右。
The US had 184.5 thousand class 8 trucks registered this year as of August. Electric trucks only accounted for 1.1 thousand of those during the same time. Now that the industry knows the Tesla semi works, Tesla really has two things they have yet to prove. One, volume production of the semi and two, how they will be able to service these semis, which they're working on doing right now with Pepsi.
截至今年8月，美国共有184.5万辆8级卡车注册。同期，其中只有1.1万辆为电动卡车。现在，行业已经知道特斯拉半挂车工作正常，但特斯拉仍有两件事有待证明。第一，要大批量生产半挂车；第二，要解决如何为这些半挂车提供维修保养服务，他们目前正在与百事可乐合作解决这个问题。
On average, the Tesla semis traveled 574 miles per day over those 18 days. Second place, the Nikola tray 255 miles per day. But again, bear in mind other operators may have been focused on more regional local deliveries.
平均而言，特斯拉的半挂车在那18天内每天行驶574英里。第二名的尼古拉半挂车每天行驶255英里。然而，请记住其他运营商可能更专注于区域本地配送。
Further, what this data fails to capture is that over the next year or so, Tesla will continue to make this product even better before they enter volume production. Not a Tesla app has reported that a new software update for Tesla now offers predictive charger availability. So not only can you see what supercharger stalls are available at the site you're heading to when you're looking to choose one, but now they're going to factor in other drivers who may be in the area also heading to that same location. Data, analytics, AI, software, connected vehicles providing real world value.
此外，这些数据无法捕捉到的是，在接下来的一年左右，特斯拉将在进入批量生产之前继续改进这款产品。截至目前，没有任何特斯拉应用程序报告称，特斯拉的新软件更新现已提供了预测式充电器可用性。因此，不仅可以在选择时看到你要前往的站点有哪些超级充电器可用，而且现在还将考虑到其他也可能前往同一位置的驾驶员。数据、分析、人工智能、软件和连接车辆提供了真实世界的价值。
Fun fact, Elon took over as CEO of Tesla in October 2008. We're now in October 2023. So Elon has served in this role, most recently technically Techno King for 15 years. If you're thinking, wait a second, wasn't Elon forced to step down as CEO from that SEC settlement over the funding secured tweet? No, he was forced to step down as chairman, a separate role from CEO.
有趣的事实是，埃隆在2008年10月接任特斯拉首席执行官。现在是2023年10月。所以埃隆已经在这个职位上服役了15年，最近实际上是“技术之王”。如果你在想，等等，难道埃隆不是因为SEC与其发布的融资确保推文而被迫辞去首席执行官职务吗？不，他被迫辞去的是董事长职务，这与首席执行官是两个不同的职位。
Tesla Europe posted on X that the cyberquad for kids is now available for order. Because I know you're wondering the maximum weight is 68 kg or about 150 pounds.
特斯拉欧洲在社交媒体上发布了消息，称儿童版的Cyberquad现已可供预订。因为我知道你们都想知道，它的最大承载重量是68千克，大约相当于150磅。
On LinkedIn, Tesla is hiring for a general manager in Chile, which is in South America, where Tesla has had no presence to date. Tesla is looking for a GM to help launch this market, you'll be the ambassador of our brand in the market and will play a pivotal role in shaping our corporate image. It's always great to see Tesla expand into new markets no matter the size of them, but this is really going to be laying the groundwork for the next gen platform, coming from Gigamexico eventually to export to South America and other regions. Historically, vehicle sales in Chile have ranged between 400 and 600,000 per year. Now when it comes to electric vehicles for 2022, we're talking less than a few thousand.
在领英上，特斯拉正在智利，一个迄今为止特斯拉在南美洲没有业务的国家，招聘一位总经理。特斯拉正在寻找一名总经理来帮助推出这个市场，您将是我们品牌在该市场的代表，并在塑造我们的公司形象中扮演关键角色。无论其规模如何，看到特斯拉进入新市场总是令人振奋的，但这将为下一代平台奠定基础，该平台最终将从Gigamexico导出到南美洲和其他地区。从历史上看，智利的车辆销售量每年在40到60万之间。而到2022年，关于电动汽车，销量只有几千辆。
Looking at the Find Us Locator for Tesla, as you can see looking at South America, there's a whole lot of nothing. From the ITA, International Trade Administration, Chile continues to be a strong trading partner and export market for US companies, largely due to its open market policies, zero tariffs, solid business practices, and low corruption index.
从特斯拉的“寻找我们”的定位工具上看，你会发现南美洲几乎什么都没有。根据国际贸易管理局（ITA）的数据，智利一直是美国公司的重要贸易伙伴和出口市场，主要归因于其开放市场政策、零关税、健全的商业行为和低腐败指数。
Chile is becoming a leader in renewable energy. Chile's goal is to convert 70% of its total energy consumption to renewables by 2030. Its renewable energy strategy could serve as a playbook for industrialized countries in Latin America and abroad. Admittedly, I'm somebody that wants to see Tesla take over the world or, at the very least, help it transition to sustainable energy, so this is an exciting next step on that journey.
智利正在成为可再生能源领域的领导者。智利的目标是到2030年将其总能源消费的70%转为可再生能源。其可再生能源战略可以作为拉丁美洲和其他工业化国家的参考。诚然，我是一个希望看到特斯拉接管全球或者至少帮助世界向可持续能源过渡的人，所以这是该旅程上令人兴奋的下一步。
On X, Jeff astutely said, why are so many smart people multiplying Tesla's MSRP reductions by current volume and then marking the loss when there's no understanding what the sales would have been if they didn't cut the price. Further, I would add, Tesla is always in the background continually driving down their cost of goods sold, so it's impossible for us to know what percentage of the price cuts are actually being offset by Tesla driving down the cost of goods sold as well. Just always keep in mind you have to ask the question, what would Tesla's sales have been had they not been reducing price all along.
在某天，杰夫聪明地说道：“为什么那么多聪明人总是将特斯拉的建议零售价减价与当前销量相乘，然后再以亏损的形式呈现出来，而实际上却不了解如果不降价，销量会是怎样的情况。”此外，我想补充一点，特斯拉始终在不断降低成本，我们无法知道降价的百分比实际上有多少被特斯拉降低的成本所抵消。请牢记一点，你必须问自己这个问题，如果特斯拉一直没有降价，销量会是怎样的情况。
This article specifically has nothing to do with Tesla, but as I'm sure you can put two and two together, extremely attractive revenues for best projects in the Nordics will indirectly impact the entire market and ultimately Tesla's megapacks. Nordic countries are commissioning renewables rapidly, and as more and more of the industry wakes up to the new economics using best projects, the better it'll be for Tesla energy in the long run.
这篇文章特指与 特斯拉 公司无关，但是我相信你也能推断，北欧最佳项目的极具吸引力的收入将间接地影响整个市场，最终也会影响到 特斯拉 公司的超级电池组。北欧国家正在快速推动可再生能源，随着越来越多的行业认识到利用最佳项目的新经济学，这将在长期来看对 特斯拉 能源产生更好的影响。
Sticking with this, there were of course a few comments on this post from Sawyer talking about one of the biggest best projects in the world being announced, but it was not using Tesla megapacks, so people said this is bad news for Tesla. That's just lazy analysis, it could literally be as simple as Tesla already has a two year backlog for the megapack, so maybe the operator of this project didn't want to wait 3 plus years to get their supply. And look, I'll be the first person to tell you there are other competitive companies when it comes to energy storage, definitely in the Chinese market, but Fluence and some others outside of that market too. However, the main point is that overall the best market is so massive we need multiple players, Tesla is not going to secure every single project that's announced. So to infer that just because Tesla is not linked to this one deal, that it's somehow terrible for Tesla energy is just a ridiculous take.
坚持这一点，当然也有一些关于Sawyer在帖子中谈到世界上最大的最佳项目之一的评论，但并未使用特斯拉的超级电池组，所以有人说这对特斯拉来说是个坏消息。这只是懒惰的分析，事实上可能只是特斯拉的超级电池组已经有两年的积压订单，所以这个项目的运营商可能不想等待三年以上才能获得供应。而且，我要告诉你，当涉及到储能领域时，还存在其他具有竞争力的公司，尤其是在中国市场，还有Fluence和其他一些市场之外的公司。然而，主要的观点是，总的来说，这个市场是如此庞大，我们需要多个参与者，特斯拉不会在每个宣布的项目中都占据主导地位。因此，暗示只因为特斯拉与这个交易没有关联，这对特斯拉的能源业务来说就是可怕的，这种观点是荒谬的。
Over the weekend a Reddit user shared this image of a V4 supercharger location being built in Atlanta. They said this was an East Point in a Lowe's parking lot. This would be the fourth V4 location in the United States that I've seen publicly.
在周末，一位Reddit用户分享了这张在亚特兰大建设的V4增压站的图片。他们说这是在东点的一家Lowe's停车场。这将是我公开看到的美国的第四个V4站点。
In case you see this one, Australia has some laws and safety standards for those little circle batteries that can be a hazard for children if they get them because they tend to eat them. I believe these regulations were put in place due to some horrific stories about that. Basically though, Tesla key fobs and some door sills used those batteries and they didn't meet the standards, so Tesla was fine but they're already working with the authorities to make the necessary changes.
如果你看到这个消息，请注意，澳大利亚有一些针对那些小圆形电池的法律和安全标准，因为如果孩子们吞食了这些电池，可能会对他们构成危险。我相信这些规定是基于一些可怕的事故故事而制定的。尽管如此，特斯拉的钥匙和一些车门门槛使用的电池并不符合这些标准，所以特斯拉被罚款了，但他们已经在与相关部门合作，进行必要的改进。
Motor Trend just did a review of the updated Model 3 and the takeaway. Tesla listened to owner feedback and fixed what needed fixing. And we know Tesla will never be able to please everybody but they concluded the new Model 3 is a substantially better car than the already good outgoing model for what we hope will be not much more money and that's something to get excited about.
《汽车趋势》杂志刚对更新的Model 3进行了评测并得出结论。特斯拉会倾听车主的意见并修复需要修复的问题。尽管我们知道特斯拉永远不可能让每个人都满意，但他们得出结论称新款Model 3比之前那款已经不错的车型要好得多，而且希望价格不会大幅增加，这是一件令人兴奋的事情。
On Friday, the Wall Street Journal reported that Ford was considering cutting one shift for its F-150 Lightning production. This as demand for the EV truck falters according to a memo from the UAW. It said Ford was considering cancelling the shift and indicated that it was looking to build more gas engine trucks instead. This is coming from a union official so take it with a grain of salt but he said it does not take a rocket scientist to figure out that our sales for the Lightning have tanked. A Ford Spokeswoman declined to comment on the possibility of eliminating this line on a longer term basis and said there are some shorter term schedule changes as it works through supply chain disruptions. So she said the company plans to temporarily cut one shift due to those constraints.
上周五，《华尔街日报》报道称，由于UAW服务通知中要求新能源卡车需求疲软，福特考虑减少F-150闪电版生产的一班工作。UAW表示，福特正在考虑取消工作班次，并表示其正在寻求增加更多的汽油发动机卡车生产。这是一位工会官员的说法，所以要带着一颗谨慎的心对待。但是他说，不需要一个火箭科学家也能发现我们闪电版卡车的销售已经大跌。一名福特发言人拒绝就长期取消该生产线的可能性发表评论，并表示公司正在应对供应链干扰而进行一些短期调整。因此，她表示，由于这些限制，公司计划暂时减少一班工作。
We've talked about this all year, legacy auto getting through their early adopters and getting to the point where they're kind of stuck realizing it's pretty hard to sell EVs profitably at scale. Ford has said this is unrelated to the UAW strike but in reality it may actually be better for Ford if it was related to the strike and not a lack of demand.
今年我们一直在讨论这个问题，传统汽车已经通过其早期采用者走到了一个困境，他们开始意识到在规模化销售电动汽车时很难实现盈利。福特表示这与美国汽车工人联合会罢工无关，但实际上如果与罢工相关而不是需求不足，对福特来说可能会更好一些。
Today, Ford's executive chair Bill Ford implored UAW leaders to end the strike before it further hurts the economy and cripples Ford's ability to compete against the likes of Tesla and Toyota. He said choosing the right path is not just about Ford's future and our ability to compete. This is about the future of the American auto industry. 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. Toward the end of last week, the UAW escalated the strike to hit Ford's Kentucky truck plant and that move doubled the number of Ford workers on strike to 16.6 thousand. Bill Ford said if this continues, it'll have a major impact on the American economy and devastate local communities. The CEO of Anderson Economic Group said the industry is nearing a point of no return if the five-week-old strike is not resolved quickly. We're on the cusp of permanent loss of production and suppliers that are at risk of bankruptcy. So far, economic losses may be north of $5.5 billion. And one thing that not many people have talked about, Bill Ford said, what I also keep reminding everybody is when this ends, we all have to work together again and not just work together, we have to become a family again and continue on.
今天，福特汽车的执行主席比尔·福特恳求美国汽车工人联合会（UAW）的领导人结束罢工，以避免进一步损害经济并削弱福特与特斯拉和丰田等公司竞争的能力。他说选择正确的道路不仅关乎福特的未来和我们的竞争能力，也关乎美国汽车行业的未来。丰田、本田、特斯拉等其他公司因为他们知道罢工越久，对他们越有利，所以他们都很高兴看到这场罢工。他们将会获胜，而我们所有人将会失败。上周晚些时候，UAW将罢工扩大到了福特的肯塔基卡车工厂，使罢工的福特员工人数增加到了1.66万人。比尔·福特表示，如果情况继续下去，它将对美国经济产生重大影响，并且破坏当地社区。安德森经济集团的首席执行官表示，如果这场已经进行了五个星期的罢工不能迅速解决，整个行业将临近无法挽回的边缘。我们正面临着生产和供应商永久性损失的边缘，他们面临破产的风险。到目前为止，经济损失可能超过55亿美元。比尔·福特说并不是很多人谈论过的一件事，我还要不断提醒大家的是，当这一切结束时，我们都必须再次共同努力，不仅要共事，还要重新成为一个家庭并继续前进。
We should get a better look at the impact of these strikes as GM reports their third-quarter results on October 24th and Ford on October 26th. But remember, not all of the impacts are going to hit these Q3 numbers. They'll be seen and felt in Q4.
我们应该在10月24日通用汽车公司发布第三季度业绩报告，并于10月26日福特汽车公司发布业绩报告时更好地了解这些罢工的影响。但请记住，并不是所有的影响都会反映在第三季度的数字中，它们将在第四季度中显现和感受到。
When Ford said they were at the limit of what they could offer, Sean Fain replied, go get the big checkbook. The one Ford uses when it wants to spend millions on company executives or Wall Street giveaways. Not to oversimplify, but the longer these strikes go on, the more that these companies are ultimately going to have to reduce their spending when it comes to the EV transition.
当福特表示他们已经提供了能力范围的极限时，肖恩·费恩回应说，去拿那本大支票簿。即当福特想要为公司高管或华尔街的赠品花费数百万美元时使用的那本支票簿。不是简化问题，但这些罢工持续时间越长，在电动汽车转型方面，这些公司最终将不得不减少他们的开支。
Good news for GM though, over the weekend they ratified their deal with Unifor in Canada as 80.5% of voters are in favor of the new deal. In case you missed it last week, the UAW has said it's changing its plans from adding new plans to the strike if it decides to every Friday. Now they're just going to do it at random. Why? Sean Fain said Ford thought they could sit back and not make further progress in bargaining because they thought they had the best deal on the table. They thought they figured out the so-called rules of the game, so we changed the rules.
好消息是，尽管如此，在上周末，通用汽车公司和加拿大联合自动工人联合工会（Unifor）达成了一项协议，因为80.5%的选民支持这项新协议。如果你上周错过了消息，美国汽车工人工会（UAW）表示，他们正在改变计划，决定每个星期五罢工新计划。现在，他们只会随机罢工。为什么呢？肖恩·费恩说，福特汽车认为他们可以坐视不管，在谈判中不再取得进展，因为他们认为他们已经得到了最好的交易。他们认为他们已经找到了所谓的游戏规则，所以我们改变了规则。
From auto news, Toyota is showing it's serious about electric vehicles with plans to preview its next-gen EV platform with a sexy sports car.
来自汽车新闻，丰田展示了对电动车的认真态度，计划用一辆性感的跑车来预览其下一代电动车平台。
One line later and we're back to reality as these are two concept cars that they'll show off at the Japan mobility show. Like I often say, call me when you have something that's actually going to go into production. Prototypes are easy and you know the rest of the saying.
再过一段时间，我们回到现实，因为这是他们将在日本机动展上展示的两款概念车。就像我经常说的，当你们有真正要投入生产的东西时再给我打电话吧。原型很容易，你知道接下来的俗话。
I know all of you crypto lovers out there are jumping out of your seats with this one for already now to accept crypto for payment for its cars. This will start in the US and eventually be offered in Europe as well.
我知道所有的加密货币爱好者们对于这个消息肯定兴奋得跃跃欲试，因为现在该汽车公司已经开始接受加密货币支付购车款了。这一服务将首先在美国开展，并最终在欧洲推出。
Cruz has updated its rebel taxi fleet to better recognize different sirens, firehoses and caution tape. It's also beefed up their advanced alert system to help them clear the way for first responders. This coming after a Cruz vehicle was in an accident with a fire truck and also blocked some others when their vehicles get stuck in the street. Cruz has programmed its cars to slow to 70% of the posted speed limit when they detect sirens. In its blog post, Cruz also said in emergency situations, our teams will allow first responders to access the vehicle and manually move it if needed. The reality is, this is how the industry is going to move forward. Unfortunate things happen, the problems are fixed and then that cycle repeats on and on.
Cruz已经对其叛逆出租车车队进行了更新，以更好地识别不同的警报声、消防水带和警示带。他们还加强了他们的先进警示系统，以帮助他们为急救人员清路。这一举措是由于Cruz的一辆车与一辆消防车发生了事故，并且当其他车辆被困在街道上时，也阻塞了一些车辆。Cruz已经将其车辆编程，当它们检测到警报声时，会将速度减慢为规定速度的70%。在博文中，Cruz还表示，在紧急情况下，我们的团队将允许急救人员进入车辆，并在需要时手动移车。事实是，这就是行业将会继续前进的方式。不幸的事情发生，问题得到解决，然后这个循环一再重复。
Rivian shared an update on its powered tonneau cover and they're happy to report the new units are performing well in terms of durability and repeatability. Our service team will begin reaching out to owners with existing service tickets next week with installation starting later this month.
Rivian分享了有关其动力行车板的最新消息，并且他们很高兴地报告说新的装置在耐用性和可重复性方面表现良好。我们的服务团队将从下周开始与现有服务票据的车主联系，并在本月晚些时候开始安装。
We haven't talked about Starlink in a while but Qatar Airways which is a pretty huge airline has chosen Starlink and they'll be offering complimentary Wi-Fi to its customers. One step closer to having Wi-Fi speeds of up to 350 megabits per second becoming the norm for air travel.
我们有一段时间没有谈论Starlink了，但卡塔尔航空是一家相当大的航空公司选择了Starlink，并将向其客户提供免费Wi-Fi。这使得飞行中的Wi-Fi速度最高可达350兆位每秒的目标更近了一步，成为常态。
And shout out to Adam for winning the Model 3 performance. If you happen to see this, congratulations and if true, respect. Hope you guys have a wonderful day, please like the video. If you did, you can find me on X linked below and a huge thank you to all of my Patreon supporters.
并向亚当喊话，恭喜他赢得了Model 3的表现。如果你碰巧看到这个，恭喜你，如果是真的，我表示尊敬。希望你们度过美好的一天，请给视频点赞。如果你点赞了，你可以在下方找到我在X上的链接，还要感谢我所有的Patreon支持者。