GM Gives Up & Cruise Suspended While Tesla Reveals Expansion Plans ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up today, we have new details about Gigabrelin's expansion set for next year, but as you may imagine, it's been met with some pushback. Over the past two days, there have been some protests and so far in this process, more than 1,000 citizens and institutions have raised objections. These discussions taking place right now this week could last several days. The authorities will evaluate these debates and then only then can Tesla actually be approved for its application for expansion.

欢迎来到《电气化》，我是你的主持人迪伦·卢米斯。今天首先，我们有关于吉卡伯林明年扩张计划的新细节，但正如你所想象的那样，它遭到了一些抵制。在过去的两天中，发生了一些抗议活动，迄今为止，在这个过程中已经有超过1,000名公民和机构提出了异议。目前正在进行的这些讨论可能会持续几天。当局将评估这些辩论，然后才能批准特斯拉的扩张申请。

Who's protesting? You guessed it, some environmentalists from the Green League, Naboo, and the Association for Nature and Landscape, but unless we're losing something in translation, it looks like the Green League has cancelled its participation in the discussion. This time around, the complaint is that Tesla blacked out some of the application documents and made some changes after it was published. However, the state of Brandenburg rejected the environmentalists' allegations. This is a completely normal procedural process.

是谁在抗议？你猜对了，一些来自绿色联盟、纳布和自然与景观协会的环保人士，但除非我们在翻译过程中有所遗漏，看起来绿色联盟已取消参与讨论。这次抱怨的原因是特斯拉在申请文件发布之后进行了一些修改并遮盖了其中的一些内容。然而，勃兰登堡州拒绝了环保人士的指控。这是完全正常的程序性过程。

Fast forward to today, and we learn a little bit more about what exactly Tesla is looking to do. They want to begin expanding Berlin in the first half of 2024. They're planning several steps in this expansion. The first half of next year, the existing factory hall, the production area will be modernized. Tesla also wants to build a water recycling plant. Then sometime in the future, they have plans for a second production hall and a battery recycling plant.

快进到今天，我们对特斯拉的计划有了更加明确的了解。他们希望在2024年上半年开始扩张柏林。他们计划在这次扩张中进行几个步骤。明年上半年，他们将对现有的工厂大厅和生产区进行现代化改造。特斯拉还计划建设一个水循环利用厂。然后将来的某个时候，他们还计划建立第二个生产厂和一个电池回收厂。

This modernized could mean many things, of course. Maybe they make the new Model 3 there eventually. Maybe it's for a slight Model Y refresh. Or maybe it's just some new equipment overall. I bet Elon would throw out one of his favorite quotes, fate loves irony, because we have these environmentalists who have been on and on complaining about Tesla's water use. That's been well below their allotted amount. So effectively now, that same group is protesting Tesla building a water recycling plant that would only help the water situation.

当然，这个现代化设备可能意味着很多事情。也许它们最终会在那里生产新的Model 3。也许它是为了对Model Y进行轻微的改进。或者它只是一些新设备总体。我敢打赌埃隆会援引他最喜欢的一句话，“命运钟爱讽刺”，因为我们这些一直在抱怨特斯拉的用水量的环保主义者现在正在抗议特斯拉建设一个只会改善水情况的水处理厂。

Then the second production facility, again it could be more Model 3 and Y, next-gen platform, Cybertruck, we really don't know for sure. Yes, I know some of those options are more likely than others, but ultimately we just don't know. Zooming out the main takeaway, Tesla looking to expand in Berlin despite everything they just said on the Q3 call. I just have to say this, hope you like my remote decor, by the way. There's a decent chance that Tesla is sandbagging with some of their public announcements.

随后，第二个生产设施可能会更多地生产Model 3和Y车型、下一代平台和Cybertruck，但我们真正不确定。是的，我知道其中某些选项比其他选项更有可能，但最终我们并不确定。从整体上看，特斯拉打算扩大在柏林的业务，尽管在第三季度电话会议上他们刚刚提到了这些。顺便说一下，希望你喜欢我的异地装饰。有相当大的可能性，特斯拉在一些公开声明中夸大其词。

Again, if Tesla and Elon like playing this 4D chess, which I definitely think they do, there's a world where they put out all of these negative sentiment talking points to get the rest of the industry to say, hey, maybe we should slow down, and then Tesla in the background keeps spending more than their capital expenditure guidance, and actually doubles down, and turns out to actually have their foot on the accelerator a bit more than they were letting on. Do not take that to the bank, I'm not even sure I think that's what's happening, but these are thoughts that I have wanted to throw it out there.

如果特斯拉和埃隆喜欢玩这种四维国际象棋的话，我肯定他们确实喜欢，就有可能会散布所有这些负面情感，以促使整个行业说，嘿，也许我们应该放慢脚步。而特斯拉在幕后继续超过资本支出指导，并且实际上拿出更多资金，结果比他们表面上透露的还要加速。不要认为这是肯定的，我甚至不确定自己是否认为这就是真实情况，但这些只是我想说出来的一些想法。

The state environment agency said most of those objections they received about Tesla's expansion plans were over the plant's water consumption. But there's more, the current issue is how the noise generated in the factory affects the surrounding area. Tesla and the state authorities are definitely on the same side, they both want the same thing, so they will overcome these objections, it just may be a little while, but expansion for Gigabrelin in 2024, you'll love to see it. So yeah, Tesla may not be rushing for Gigamexico, but clearly Tesla is maybe trying to reduce its reliance on China like we've talked about and they are pushing ahead in Berlin.

州环境机构表示，他们收到的关于特斯拉扩张计划的大部分反对意见都是关于工厂的用水量的。但问题还不止于此，当前问题是工厂产生的噪音对周围地区的影响。特斯拉和州政府显然站在同一立场，他们都希望达到同样的目标，所以他们将克服这些异议，只是可能需要一点时间，但到2024年Gigaberlin扩张计划一定会实现，这非常令人期待。所以是的，特斯拉可能不急于在Gigamexico进行扩张，但很显然特斯拉可能试图减少对中国的依赖，正继续在柏林推进计划。

If you've been somebody disappointed with Tesla's perceived lack of aggression right now, this should be very encouraging news. Gigabrelin news on X shared an article saying that clearing the forest has begun for a new train station at Tesla North that should be up and running sometime toward the end of 2026. From Reuters, we got a peek behind the curtain at this autopilot fatality trial that is taking place right now. This is the first trial in the United States involving autopilot in a fatality, so naturally it's going to set some level of precedence for the future.

如果你对特斯拉目前被认为缺乏进取心感到失望，那么这应该是一个非常令人鼓舞的消息。Gigabrelin在X上发布的一篇文章称，为特斯拉北部的一个新火车站进行了森林清理工作，该火车站预计将于2026年年底投入运营。来自路透社的消息透露了正在进行的自动驾驶致死案件的一些内幕。这是美国首例涉及自动驾驶的致死案件的审判，所以自然而然地，这将为未来设定一定的先例。

This was an accident from 2019 and the lawyer that's representing the victims that were involved in the crash said Tesla should never sell consumers experimental vehicles blaming autopilot. They're arguing autopilot caused this model 3 to suddenly veer off a highway at 65 miles per hour, saying that the car on its own made a sharp 43 degree turn on a freeway. Tesla of course said autopilot puts guardrails on the angle of the steering wheel at high speeds and Tesla blamed the driver for being intoxicated. Tesla also claims it was not clear whether autopilot was engaged at the time of the crash.

这是2019年的一起事故，代表事故受害者的律师表示特斯拉不应该销售给消费者实验性车辆，并将责任归咎于自动驾驶系统。他们认为自动驾驶导致了这辆Model 3以每小时65英里的速度突然偏离高速公路，并称该车自行在高速公路上急转弯了43度。特斯拉当然表示，自动驾驶在高速行驶时会设置方向盘的角度限制，特斯拉则将事故归咎于司机酒后驾车。特斯拉还声称无法确定事故发生时是否开启了自动驾驶系统。

They're expecting this trial to last for a few weeks and earlier this year in April, Tesla won an autopilot case where the jury actually told Reuters after the verdict, they believed Tesla warned drivers about its system and that the driver distraction was to blame. As Tesla's core argument was that it tells drivers its technology requires human monitoring. We'll see what happens but I do have to say this whole experimental vehicles argument is so overplayed in such a mischaracterization of what's actually going on. Maybe I have a glass half full mentality but correct me if I'm wrong in the comments.

他们预计这次审判将持续几个星期。今年早些时候的四月，特斯拉赢得了一起自动驾驶案件，陪审团在裁决后告诉路透社，他们认为特斯拉警告驾驶员关于其系统，并认为驾驶员的分心是责任所在。特斯拉的核心论点是，它告诉驾驶员该技术需要人类监控。我们将看看会发生什么，但我必须说整个实验性汽车争论被夸大了，对实际情况的描述也有误导性。也许我是一个乐观主义者，如果我有错，请在评论中纠正我。

There's a new 12 stall V4 supercharging station now live in France. Supercharge.info on X said that crowdsource data so keep that in mind has the United States currently with about 2000 open and active supercharger locations in the USA alone. Just so you guys know we won't cover every single country but right now and in the weeks ahead, the new Model 3 is rolling out globally to many different locations. As Esther just pointed out on X, the Model 3 Plus as I'm now calling it is live at all locations in the UAE. And we have first deliveries officially taking place in France.

现在法国有一个新的12个充电桩的V4超级充电站。根据X上的Supercharge.info的众包数据显示，目前美国仅在美国就有约2000个开放且活跃的超级充电站。所以你们要记住这一点。不过，我们不会涵盖每个国家，但目前和未来几周内，新的Model 3将在全球多个不同地点推出。正如Esther在X上指出的，我现在称之为Model 3 Plus在阿联酋的所有地点都已上市。而且我们正式开始在法国交付第一批Model 3。

In case any of you would like this lovely presenter to tell you all the new details about the new Tesla Powerwall 3 compared to the older version, I'll have a link to this video below from Good Faith Energy. Nothing really new but it was a good video. It'll be there if you're interested.

如果你们中的任何人都希望这位可爱的主持人告诉你关于新款特斯拉Powerwall 3和老版本的所有新细节，我将在下方附上Good Faith Energy的视频链接。没有什么真正新鲜的内容，但这是一个不错的视频。如果你感兴趣，视频链接在那里等着你。

The Tesla China weekly insurance data came out for week three of this quarter. 8100 was the number. If you wanted to compare it to the same week of Q3, that number was 7700. However, if we look cumulatively at the first three weeks of quarter three, we were at 20.9000. Over the same three weeks in this quarter, we're at 16.6000 still below the pace again though to be expected. The word on the street is Model 3 Plus deliveries will actually begin in China toward the end of this month. Why are they waiting so long after we got the M.I.I.T. approval? The only thing I can think of Tesla just allocated a number of vehicles for export knowing they were waiting for the approval. So they arranged X number of ships filled those up and now they'll shift back to local deliveries.

特斯拉中国每周保险数据出炉，显示本季度第三周为8100。若与第三季度同一周相比，该数字为7700。然而，若累计考虑本季度前三周，则为20900。而在本季度的同三周内，我们仍然保持在16600，虽然依然落后于预期。据传言，Model 3 Plus车型将在本月底开始在中国交付。为什么他们在获得工信部批准后还要等这么长时间呢？我唯一能想到的是，特斯拉事先为出口分配了一批车辆，因为他们知道需要等待批准。所以他们安排了一批船只用于运输这些车辆，现在他们将转向本地交付。

Tasha Kinney touched on Tesla in her weekly newsletter from ARK Invest saying that the Model X was notoriously over engineered as many people are saying now the Cybertruck is following suit and many of us remember the challenges with the Model 3 production ramp. She also said costs for the Cybertruck are likely to surprise on the high side of expectations in the short term. Right on cue because I think a lot of investors were lulled into thinking that the Cybertruck is going to be super cheap to manufacture and in the long term I do still think that's a possibility but for the next two years that's most likely not going to be the case because of how much new technology Tesla still has to figure out how to build this new thing. However Tasha said we continue to believe Tesla is years ahead of the competition in producing cost effective performance EVs. Pair that with their seemingly insurmountable advantage in real world driving data Tesla will continue to lead the world in autonomous electric transportation.

Tasha Kinney在ARK Invest的每周通讯中提到了特斯拉，说Model X被广泛认为是过度设计，现在人们也对Cybertruck有同样的说法，而我们中的许多人还记得Model 3生产困难的挑战。她还表示，短期内Cybertruck的成本很可能会超出预期的上限。正是因为这个原因，我认为很多投资者被误导以为Cybertruck的制造成本将非常便宜，从长远来看，我仍然认为这是有可能的，但在接下来的两年里，由于特斯拉仍需要解决许多新技术建造这个新产品的问题，这很可能不是事实。然而，Tasha表示，我们仍然相信特斯拉在生产经济高效的高性能电动汽车方面领先竞争对手几年。再加上他们在真实世界驾驶数据方面似乎无法逾越的优势，特斯拉将继续引领世界的自动驾驶电动交通。

I told you guys last week AG1 was doing its best Tesla impersonation with its own impact report and today I just want to share some information that you may not already know about AG1 the sponsor of this video. I'm telling you now if you're like me and you don't like drinking caffeine after a certain time in the day but sometimes mid afternoon you need a little pick me up. Here's mine right here.

上周我告诉过大家，AG1正在尽力模仿特斯拉的影响报告，今天我只是想分享一些关于这个视频的赞助商AG1的信息，你可能还不知道。现在我告诉你们，如果你和我一样，不喜欢在一天的某个时间后摄入咖啡因，但有时下午中途你需要一点提神的话，这就是我的选择。

AG1 is expanding its call centers for customer satisfaction so customers can inquire reach out with questions or concerns. Last year they had a 97.2 customer satisfaction rating. In my opinion though a product like this it's all about the product quality and traceability so one example in 2022 they aligned with one of the world's best sources of omega 3 fish oil for AG1. The manufacturer they work with holds certifications for friend of the sea, international fish oil standards, dolphin safe, green e and nsf in gmp registered.

AG1正在扩大其为了满足顾客需求而设立的呼叫中心，以便顾客可以咨询问题或关切事项。去年，他们获得了97.2%的顾客满意度评级。依我之见，对于像这样的产品来说，关键在于产品质量和可追溯性。举个例子，在2022年，他们与全球最佳的欧米茄3鱼油资源之一合作，为AG1提供鱼油。与他们合作的生产商拥有友善海洋、国际鱼油标准、无伤害海豚、绿色e和gmp注册等认证。

To those of you that know the work of peter atia and andrew huberman I don't need to say anything more than that they're on AG1's scientific and medical advisory council. AG1 has served millions of meals to kids in need through their no kid hungry program and every order of AG1 helps support this mission. And for the second year in a row AG1 received climate neutral certification making elon proud and I only got through about half of the report so if you want to support your health and the channel use my link below get your free travel packs get your free vitamin d3k2 and hopefully you enjoy it drinkag1.com slash electrified linked below.

对于那些了解彼得·阿蒂亚（Peter Atia）和安德鲁·胡贝尔曼（Andrew Huberman）的工作的人来说，我不需要多说，他们都是AG1科学和医学咨询委员会的成员。AG1通过他们的“无饥饿儿童”计划向有需要的儿童提供了数百万顿饭食，每一份AG1的订购都有助于支持这一使命。而且，AG1连续第二年获得了气候中性认证，这让埃隆倍感自豪。我只看完了报告的大约一半，所以如果你想支持你的健康和该频道，请使用下方的链接获取免费旅行包、免费维生素D3K2，希望你会喜欢。在下方的链接drinkag1.com/electrified。

Today California has suspended GM's cruise unit from operating driverless vehicles in the state saying they're not safe for public roads and that company officials misrepresented the details of an accident with a pedestrian. This is a polite way of saying they lied. The california dmd decision was effective immediately today and the agency said there's no set length for the suspension right now cruise is also operating in phoenix and austin and laying the groundwork to expand in multiple US cities and Japan.

今天，加利福尼亚州暂停了通用汽车的无人驾驶车辆在该州的运行，原因是它们对公共道路安全存在问题，而且公司官员对一起与行人发生的事故的细节进行了歪曲，这种说法实际上是在说他们撒谎了。加利福尼亚交通部（DMD）的决定从今天起立即生效，该机构表示目前对于暂停的具体时间没有设定。现在，Cruise还在菲尼克斯和奥斯汀运营，并正在为在多个美国城市和日本进行扩张奠定基础。

I can almost guarantee right now that the authorities in phoenix and austin and the rest of these cities are watching this unfold and now having conversations. We've already talked about most of the high profile accidents over the past few weeks and one of the more recent ones it turns out the details of that accident were even more gory than we originally thought. I won't get into the details I know some of you watch with family but crews said ultimately we develop and deploy autonomous vehicles in an effort to save lives.

我几乎可以现在保证，凤凰城、奥斯汀和其他这些城市的当局正在密切关注这一情况的发展，并进行讨论。我们已经讨论过过去几周内大部分备受关注的事故，其中最近的一个事故的细节比我们最初认为的要恐怖得多。我不会详述，我知道有些人会和家人一起看这个节目，但是我们的车队表示，我们最终的目的是开发和部署自动驾驶车辆，以挽救生命。

What we have here is the DMV saying that crews did not release all of the video footage of this one accident and they had to learn it through nitsa. Naturally crews disputed that and said it was a mischaracterization either way though. Cruise has burned through 1.4 billion dollars this year and on the earnings call that was just today mary bara said the company believes in av technology and plans to deploy it with honda in tokyo in 2026 saying we know from the data that crews avs are involved in far fewer collisions than human drivers.

我们这里所说的是交通管理局（DMV）表示，工作人员没有发布关于这次事故的所有视频镜头，他们通过国家道路交通安全管理局（NITSA）获悉了相关信息。工作人员自然争辩说这是一种错误描述。然而，无论如何，Cruise今年已经烧掉14亿美元，并且在刚刚进行的财报电话会议上，Mary Bara表示公司相信自动驾驶技术，并计划在2026年与本田公司一起在东京推出该技术，并表示我们从数据中得知，Cruise的自动驾驶车辆与人类驾驶员相比，参与的碰撞事故要少得多。

Talk about one of the most broad statements ever no idea what data she's actually referring to and what nuance is involved in this statement. Just to prepare everybody if you don't already know this story will be used to absolutely try to push back autonomous vehicles in general which yes tesla will be looped into my hope and expectation honestly is that the regulators know tesla's strategy is much different than crews wamo and the others but this is certainly a major setback for crews now we have to wait and see what happens with crews in its other jurisdictions and for now i would classify this as a speed bump for autonomy in the longer term now it's time for the real house is on fire at gm story on its earnings call gm withdrew its 2023 profit outlook and said that they will slow its ev strategy to put profits ahead of sales targets translation gm is adopting the poll star approach focusing on profits basically giving up on sales targets gm giving up its fight to try to chase tesla in being the dominant ev producer simultaneously today we have the uaw just after gm's earnings saying that they're expanding their strike against gm where they make full size profitable suvs in texas specifically arlington the strike includes about 5 000 workers and this factory is where they make the escalate the ucon the chevy tahoe and suburban suvs in its quarterly financials gm said the uaw strike already costed 800 million dollars in lost production before this arlington strike including 200 million dollars during third quarter so part of that hit will also show up in q4 we'll get back to the strike in a second but we have gm pulling back from its efforts to challenge tesla's lead in the us ev segment mary barra continued saying gm is slowing the launch of several ev models to cut their costs and pulling back on ev product spending they're looking to save billions of dollars through their redesign and relaunch of the chevy bolt using lower cost lithium batteries from china and they're scrapping the plans they had to spend five billion dollars for several new entry level evs gm is now abandoning the goal of building 400 000 evs from 2022 to mid 2024

谈论一种最广泛的说法，我不知道她究竟参考的是哪些数据，以及这种说法涉及了什么细微差别。就是为了提醒大家，如果你们还不知道的话，这个故事将被用来绝对推迟自动驾驶汽车的发展，是的，特斯拉也会被卷入其中。我的希望和期望是，监管机构知道特斯拉的战略与Cruise、Waymo和其他公司大不相同，但这对Cruise来说肯定是一个重大挫折。现在我们必须等待和观察Cruise在其他司法管辖区发生的事情，目前来看，我会将此视为长期自主性的一个障碍。现在是时候谈谈GM真正的火灾故事——在其赢利电话会议上，GM取消了2023年的利润预期，并表示他们将放慢其电动车战略，把利润置于销售目标之前。GM采用了极星的方式，重点放在利润上，基本上放弃了销售目标。GM放弃了追逐特斯拉成为主要电动车生产商的斗争。与此同时，今天，uaw在GM发布财报后表示，他们将扩大对位于德克萨斯州阿灵顿的生产全尺寸盈利SUV的罢工。罢工涉及约5,000名员工，该工厂是他们生产凯迪拉克escalate，雪佛兰tahoe和suburban SUV的地方。根据GM的季度财报，uaw的罢工已经造成8亿美元的生产损失，其中包括第三季度的2亿美元。在第四季度，这一损失的一部分也将显示出来。一会儿我们将回到罢工问题，但现在我们看到GM从努力挑战特斯拉在美国电动汽车市场的领导地位中撤退。玛丽·巴拉（Mary Barra）继续表示，GM将推迟几款电动车型的推出以降低成本，并削减电动汽车产品支出。他们计划通过使用来自中国的低成本锂电池来节省数十亿美元，并取消了他们原本计划花费50亿美元构建几款新的入门级电动车的计划。GM现在放弃了在2022年到2024年中期建造40万辆电动车的目标。

we're just not going to be talking about the interim production goals according to their cfo mary barra said gm has work to do to hit its low to mid single digit earnings before interest in taxes margin e-bit by 2025 gm's decision to delay retooling of a factory in oryan to build ev pickup trucks will save them 1.5 billion in capex next year we won't dive too far into the numbers because the way i see it they just don't matter that much what they said now looking backwards what really matters is what happens over the next two years and take a look around it's not going to be good gm said profits for the quarter were pulled down by 1.5 billion dollars because of higher costs and the impact of selling more evs which is definitely not a good incentive to continue advancing that product line the problem of course is if they don't and our future is truly all evs then where does that leave gm the cfo said gm execs are concerned about rising interest rates as well as the conflict in the middle east and whether that could affect consumer behavior gm also said losses at its cruise robo tax unit widened to 732 million in the quarter as i said over on x guys it's like tesla takes its foot off the accelerator a little bit people go crazy here we have gm basically slamming on the brakes of its ev plans at scale not just a model here or a factory there but it's overall ev plans now drastically coming back if you've been around the channel for some time you'll know that i do not like hyperbole i try to avoid it but in this scenario it really does feel like a major inflection point where things are drastically changing for gm's future

我们不会再谈论中期生产目标了，据GM首席财务官玛丽·巴拉表示，GM还有很多工作要做，才能在2025年之前实现单个位数的收入增长、利润率和税前利润(E-BIT)。GM决定推迟奥赛恩工厂改造以建造电动皮卡，将为他们明年节省15亿美元的资本支出。我们不会深入讨论具体数字，因为在我看来，它们并不那么重要。现在重要的是过去两年发生了什么，以及展望未来，情况看起来不乐观。GM表示，本季度的利润下降了15亿美元，这是因为成本上升和销售更多电动车的影响，这对于继续推进电动车产品线来说并不是一个好的刺激。问题当然是，如果他们不继续发展，而我们的未来确实是全面电动化的话，那么GM将会处于何种境地呢？首席财务官表示，GM高管们担心不断上涨的利率，以及中东冲突是否会影响消费者行为。GM还表示，其Cruise无人车部门本季度的亏损扩大至7.32亿美元。正如我在之前的视频中所说的，就像特斯拉稍微放慢速度，人们就会疯狂。在这里，我们看到GM基本上紧急刹车，大幅度缩减其整体电动车计划，这不仅仅是某个型号或工厂，而是整个电动车计划。如果你长时间关注这个频道，你会知道我不喜欢使用夸张的言辞，我尽量避免。但在这种情况下，它确实感觉到了一个重大转折点，GM的未来正在发生戏剧性的改变。

One question I have right now is what does this mean for the Chevy Blazer but saying they're not going to spend that five billion dollars for several new entry-level EVs. Clearly, this isn't like, "Oh, we're just not going to retool a factory or maybe a delay here." It's like we're scrapping most of our plans. Back to the strike, more than 45,000 UAW members, or about 31% of them covered by these expiring contracts, are now on strike. Another 7,000, or about 5%, have been laid off due to the ripple effects. The UAW strike now covers eight assembly plans and 38 parts distribution centers in 22 states.

我现在有一个问题，那就是对雪佛兰Blazer来说这意味着什么，但他们说他们不会花那50亿美元来推出几款新的入门级电动汽车。显然，这不是像“哦，我们只是不会重新配置一个工厂或者可能会有一些延迟。”这更像是我们抛弃了大部分计划。关于罢工，超过45,000名UAW成员（约占到过期合同范围下的31%）正在罢工。另外7,000名（约占5%）因连锁影响被解雇。UAW罢工现在涵盖了8个装配车间和22个州中的38个零部件分销中心。

Bara said discussions to include battery plant workers under the scope of the national agreement remained open but said the current focus is for the workers at the Ultium joint venture to negotiate their own deal with the union. She added, "We need to make sure we have a contract that's going to allow us to compete and win in what is a challenging market for EVs and also allows us to support the business we have with strong margins in our ICE business."

巴拉表示，将电池工厂工人纳入全国协议的讨论仍然开放，但目前的重点是Ultium合资企业的工人与工会就自己的交易进行谈判。她补充道：“我们需要确保有一份能够让我们在电动车市场竞争并取得胜利的合同，并且也能够支持我们在内燃机业务中利润丰厚的企业。”

Shifting gears to Stellantis, they said they were outraged by the escalation of the strike at their factory. But the latest is that UAW talks with Stellantis and Ford are ongoing today. The status of those talks with GM is not clear. If you do want to see GM's financials, here it is on the screen, go ahead and pause. But again, I'm not going to dive in because this is looking backward. And going forward, this means very little.

转向斯泰兰蒂斯（Stellantis）方面，他们表示对他们工厂停工升级的情况感到愤慨。但最新消息是，UAW与斯泰兰蒂斯和福特（Ford）的谈判正在进行中。目前尚不清楚与GM的谈判状况。如果你确实想查看GM的财务报表，它在屏幕上呈现，请随意暂停。但我不会深入探讨，因为这是回顾性的，对未来的意义不大。

The cherry on top, year to date, for Cruise, they've made $100,000 in revenue and burned through $1.4 billion in cash. They've lost $1.9 billion. And if you read the footnotes, this year to date number for 2022 excludes $1.1 billion in a compensation expense from the modification of stock incentive awards. So, this number would have been even worse. Ironically, on their slide deck, they said "increased Cruise expenses due to rapid operational scaling in line with expectations". But today, that seemingly is crashing to a halt.

年初到现在，Cruise的收入达到了10万美元，但现金流已经燃烧了14亿美元。它们亏损了19亿美元。如果阅读脚注，2022年年初至今的数据不包括从股票激励奖励修改中产生的11亿美元的补偿费用。因此，这个数字本来会更糟糕。讽刺的是，在他们的幻灯片中，他们表示：由于预期中的快速运营扩大，Cruise的费用增加了。但是今天，这一切似乎突然停滞不前。

Naturally, in the slide deck, they make everything seem so rosy and everything looks so good. But then on the earnings call is where they told people what's really going on. In my opinion, feel free to correct me if I'm wrong. But what they said on the earnings call pretty much renders all of this null and void. As Soir pointed it out today, Sean Feins said, "We're done. We've tried to do things the right way. We've taken our time. We've been patient with these companies. It's time to amp up the pressure."

自然而然，在幻灯片中，他们让一切看起来都非常乐观，一切都看起来很好。但是在盈利电话会议中，他们告诉人们实际的情况。在我看来，如果我错了，请随时纠正。但是他们在盈利电话会议上所说的基本上使所有这些都变得毫无意义。正如Soir今天指出的那样，肖恩·费因斯说：“我们结束了。我们努力以正确的方式做事。我们花了很多时间。我们对这些公司很有耐心。现在是时候加大压力了。”

Today, Stellantis said it's temporarily laying off another 525 workers in Michigan. GM said it's furloughing 139 in Ohio due to the UAW strike. As VW celebrates 75 years in Norway, this will be the last year for ICE sales in the country. Starting next year, they will only sell EVs. If you don't have the context, people may say, "Oh, wow, this is great from VW." But the reality is over 90% of the vehicles that are bought in Norway are electric vehicles. There's just no room for ICE sales in the market.

今天，Stellantis宣布将暂时解雇密歇根州的另外525名工人。GM表示，由于UAW罢工，该公司将解雇俄亥俄州139名工人。随着大众在挪威庆祝成立75年，这将是该国最后一年销售内燃机汽车。从明年开始，他们将只销售电动车。如果没有上下文，人们可能会说：“哇，大众太棒了！”但事实上，挪威90%以上的购车都是电动车，市场已经没有空间销售内燃机汽车。

Here we have the 2024 Mercedes-Maybach EQS EV. That will quickly top $200,000. Looks kind of like a hybrid between a van and an SUV. Of course, it looks great. But as that Mercedes dealer just said, "Will this be an aspirational vehicle that people aspire to own? And will there be any sales or lease incentives to help move some of these vehicles that haven't been selling well at dealers?" Not this one in particular, but the other Mercedes EVs. The starting price is $181,000, and all versions come with the same powertrain, a dual-motor all-wheel-drive setup, doing 0 to 60 in 4.1 seconds. Order books for this vehicle are already open, and production will be in Tuscaloosa, Alabama. We don't have official EPA estimates yet, but the word on the street is it should come in around 300 miles. The max charging rate is 200 kilowatts.

这里有2024款奔驰迈巴赫EQS电动车。它的售价很快就会超过20万美元。外观有点像货车和SUV的混合体。当然，它看起来很棒。但正如奔驰经销商刚刚所说，“这将是人们渴望拥有的引人向往的座驾吗？是否会有销售或租赁激励来帮助销售不好的其他奔驰电动车？”具体说的不是这辆车，而是其他奔驰电动车。起售价为18.1万美元，所有版本都配备了相同的动力系统，即双电机全轮驱动，0到60英里加速时间为4.1秒。这款车的预订已经开始，并将在阿拉巴马州塔斯卡卢萨工厂生产。我们还没有官方的美国环保署里程估算数据，但听说大约可以续航300英里。最大充电功率为200千瓦。

We've been talking about it now for a while. We should be expecting more automakers to pull back their EV plans. But this was definitely more than a pullback. This was a slam on the brakes for GM. Toss in the UAW strikes being ratcheted up, and talk about an unenviable situation for Barra and the Big Three. Maybe it's just me, but they're really making Tesla's situation seem not so bad. Don't forget, check out AG1 linked below. Thanks in advance if you do. You can find me on X linked below. Please like the video if you did, and a huge thank you to all of my Patreon supporters.

我们已经谈论了一段时间。我们应该期待更多的汽车制造商撤回他们的电动汽车计划。但这绝对不仅仅是撤退。对于通用汽车来说，这是一个急刹车。再加上UAW的罢工升级，可以说这对巴拉和三大车企来说是一个不可羡慕的局面。也许只是我觉得，他们真的让特斯拉的情况看起来不那么糟糕。别忘了，可以在下面的链接中查看AG1。提前感谢您的帮助。您可以在下面的链接中找到我。如果您觉得视频不错，请点赞，也非常感谢所有我的赞助者。