Musk Teases “Beast Mode” Cybertruck & Other Specs

Hey everybody Rob Merr here and today we've got some new details on the Cyber Truck from Elon Musk's appearance on the Joe Rogan podcast today. We've also got a little bit of new information on Gigamexico Tesla energy and a few other items as well. Alright, looking at the stock, better day for Tesla today, finishing up 1.75% closing above $200 a share at $200.84, the NASDAQ up about a half a percent on the day today. First off, just kind of relevant to the stock, we did get a new form 4 filed from Tesla today, this discloses sale of stock. So this is from Drew Buguino, Tesla's SVP of Powertrain Engineering. This is for 10,500 shares that are being first acquired and then disposed of through the exercise of an option. So 10,500 shares, it's a lot, but for Drew he does have significantly more than that from this option. And most importantly with this, this is part of a plan that was put in place in November 1st and November of 2021. So nothing new, we've seen these sales from Drew over the period of time. And of course, this was already pre planned back in 2021. So a long time ago, nothing too major there. But of course, whenever we see those form 4s, that is always a little bit potentially nerve racking to open based off of what we had seen with Elon selling before. But just wanted to walk through that quickly.

大家好，这里是Rob Merr，今天我给大家带来了一些关于Cyber Truck的新细节，这是埃隆·马斯克今天在Joe Rogan的播客节目中透露的。我们还获得了一些有关Gigamexico Tesla能源和其他一些项目的新信息。好了，先看一下股票，对于特斯拉来说，今天是一个不错的日子，收盘上涨了1.75%，收于每股200.84美元，纳斯达克指数今天上涨了约半个百分点。 首先，描述与股票相关的一点，我们今天从特斯拉得到了一份新的4号表格，披露了股票销售情况。这是由特斯拉的动力总成工程高级副总裁Drew Buguino提交的。这是购买并通过行权方式处置的10500股股票。10500股股票是一大笔数目，但对于Drew来说，他拥有比这更多的股票。最重要的是，这是一个计划，计划于2021年11月1日和11月制定的。所以这并不是什么新鲜事，我们在一段时间内已经看到了Drew的这些出售。当然，这已经在2021年的时候就提前计划好了。所以这是一个很久以前的事情，没有太大的问题。但当然，每当我们看到这些4号表格时，总会有点紧张，因为我们之前看到过埃隆卖出股票的情况。但我只是想快速地解释一下。

And then getting into the Cybertruck news. So Elon Musk again on the Joe Rogan podcast, which was video based as well. They actually went out and shot an arrow at the Cybertruck. They were talking about the bullet resistance or bulletproof nature of it. So Joe wanted to try it out with one of his arrows. He said this was a 545 gram weight or yeah, 545 grain. That's what it was. 545 grain weight arrow, which is actually pretty heavy duty. And they gave it a shot here. So we'll see the video you can kind of see this looks almost photoshopped. The arrow kind of exploding or shattering here. But you can see the frame on this video pausing it there. And then I'll just quickly play the video so everyone can see that if they didn't happen to watch the podcast.

然后转向Cybertruck的新闻。所以埃隆·马斯克再一次在乔·罗根的播客节目上露面，这次也是视频形式。他们实际上拍摄了一支箭射向Cybertruck，他们讨论了它的防弹性能。乔想试一试它对箭的抵抗力，他说这是一支重量为545克，或者说545颗谷物的箭。这实际上是相当重型的。然后他们进行了尝试，在视频中可以看到箭头似乎爆炸或碎裂的画面。但你可以看到这个视频的框架，停在那里。然后我会快速播放视频，这样每个人都可以看到，如果他们没能观看播客的话。

Unfortunately, this was, you know, two and a half hour discussion, not a whole lot of there. You can see the arrow, just the small dent there. Not a whole lot of time spent on Tesla related items. The Cybertruck was the focus of that part of the conversation. They did talk a little bit about, you know, some of the other things, but mostly relating to COVID or X or just kind of other topics that they wanted to discuss. More of just a friendly conversation than anything relating to, you know, specific business things that we'd mostly be focused on. But nevertheless, interesting to see that. And I did take notes on the part of the discussion relevant to Cybertruck. I was like to get exact quotes.

不幸的是，这次讨论只进行了两个半小时，涉及的内容不多。你可以看到箭头，只是一个小的凹痕。在特斯拉相关的事情上花费的时间不多。Cybertruck成为了讨论的焦点。他们确实谈到了其他一些事情，但主要是与COVID或X等其他主题有关，只是他们想要讨论的其他话题。更多的是友好的交谈，而不是与我们主要关注的具体业务相关的讨论。但是，尽管如此，还是很有趣。我已经记录了与Cybertruck相关的讨论部分，并希望能够获得准确的引用。

So most of these are what those are. Joe asked about how many Cybertruck's Tesla would be producing each month. Elon said, quote, we're aiming to be making about 2000 or sorry, 200,000 a year at following production, maybe a little bit more. And asked about the weight. He said it depends on the configuration, but it's about, I don't know, 7,000 pounds, six, depending on their different versions, but six, 7,000 pounds.

所以大部分都是关于这些的。乔问特斯拉每个月将会生产多少辆Cybertruck。埃隆说，我们的目标是每年生产大约20万辆，抱歉，是20,000辆，可能会更多。关于重量，他说这取决于配置，但大约是7,000磅，具体取决于不同版本，可能是6,000或7,000磅。

So some couple of details there on production. Of course, we've heard this before sort of in this ballpark, we've heard 250,000. So that kind of fits with this on the recent earnings release Tesla listed the capacity as greater than 125,000. So this is going to take time for Tesla to ramp up, of course, the volume production. But again, Elon kind of staying consistent with a figure in that range. I would imagine that Tesla has initial plans for that level. If the Cybertruck costs are good and they can get prices down, then I would imagine that this would probably be something that they would consider increasing over time. I think they just want to get through this first stage and see how things go. And of course, Elon has made comments on the macro environment too.

在生产方面有一些细节要提到。当然，我们之前在这个范围内已经听过一些类似的消息，我们听说过25万辆的产量。所以这和特斯拉最近发布的季度收益报告中所列的产能大于12.5万辆相吻合。所以特斯拉要想增加产量，需要时间。但埃隆仍然保持在那个范围内。我想特斯拉可能已经制定了这个产量的初步计划。如果塞博卡车的成本控制得当，价格降下来，我想他们可能会考虑逐步增加产量。我认为他们只是想先过渡到第一阶段，看看情况如何发展。当然，埃隆也对宏观环境发表过评论。

And then on the weight, kind of interestingly here, 7,000 pounds, 6,000 pounds, we're not getting an exact figure there. This was roughly what we'd expected previously, maybe a little bit heavier based on the vehicle identification number decoder that we had recently walked through. So for the Cybertruck, that specified a couple of different gross vehicle weight rating classes here, class G and class H, which run from 8,000 up to 10,000 pounds maximally. Previously, this does include the payload. So at the Cybertruck unveiling event, Tesla had said that the payload would be 3,500 pounds. So if you subtract that out of the gross vehicle weight rating, it would have given us somewhere in between maybe 5,500 to 6,500 pounds.

然后谈到车重，比较有趣的是，车重为7,000磅、6,000磅，我们并没有得到一个确切的数字。这大致符合我们之前的预期，也许会稍微重一些，根据我们最近解析的车辆识别号码解码器来判断。因此，对于Cybertruck来说，它规定了几个不同的总车重等级，包括G级和H级，最大可达8,000到10,000磅。此前，这个重量已经包括了有效载荷。因此，在Cybertruck发布会上，特斯拉曾表示有效载荷重量为3,500磅。如果我们从总车重中减去这个数值，可能会得到在5,500到6,500磅之间的数值。

So we're a little bit close to that here with Elon's comments, maybe a little bit heavier, that could imply that at least on some of the configurations, as Elon said, there are different versions, but at least for some of the configurations, we could see a payload of capacity that is a little bit lower than 3,500 pounds. I don't know how critical that sort of capacity is for people, so it may not make sense to fully design around that, but we may see that be a little bit lower based on what Elon's comment was here. I don't want to overreact to it though, of course, just an off a cuff discussion that they were having there.

所以，马斯克的评论让我们离实现这一点有所接近，可能稍微更严重一些，这可能意味着至少在某些配置上，正如马斯克所说，有不同版本，但至少对于某些配置来说，我们可以看到载荷容量略低于3,500磅。我不知道对人们来说这种载荷容量有多重要，所以可能没有必要完全围绕它进行设计，但根据马斯克的评论，我们可能会看到它稍微降低一些。当然，我不想过分反应，只是他们在那里进行的随意讨论。

And then perhaps most excitingly, they talked about the performance in terms of acceleration and said that they're aiming to get the 0 to 60 below three seconds for the quote unquote beast mode version of the Cybertruck. So Elon has referred to a performance version before, I would imagine that that is kind of what Tesla is calling this version now, this beast mode version. So I think it's unlikely that we'd see a plaid and if anything, I think they'll call this performance version this, which would be a little bit different for Tesla, but I think very fitting for this type of vehicle. They talked about the bulletproof nature of it, so you can read those quotes there. Tesla's going to do a demonstration with three different types of guns there. They talked about the optionality for bulletproof glass. Some people may interpret that as Tesla offering that option. That was not my takeaway. I took it away as though it could be done, but it would be something that would have to be done after market. He said that it would be too thick for the windows to roll down in that case, so you could do it, but probably just let make a ton of sense unless you have a very specific need for that, which hopefully not many people do. And then he also commented on just the durability and things like that, especially for off-roading said that the bottom of the Cybertruck is completely flat and it has the best clear height of any vehicle. Now any vehicle there that's pretty broad. I would imagine that he's referring to any vehicle in its class is probably the better way to interpret that, but that was the direct quote there. So I'm sure we're all aware of the completely fat, flat nature of it on the bottom, but with the air suspension that we should see on the Cybertruck that we've kind of seen the adjustability of when it's set at high should be really good clearance. So exciting to see that. So not a whole lot new, but some interesting new information there ahead of the unveiling a little bit less than a month from now, or the delivery event, I guess, and hopefully the unveiling of some specs alongside that.

然后可能最令人兴奋的是，他们谈到了加速性能，并表示他们希望将Cybertruck的0至60加速时间降低到3秒以下，以实现所谓的“野兽模式”版本。所以伊隆以前提到过性能版本，我想这可能就是特斯拉现在称呼这个版本的方式，也就是这个“野兽模式”版本。 所以我认为我们不太可能看到“拍案而起”版本，而且如果有的话，我认为他们会称之为性能版，这对特斯拉来说有点不同，但我认为非常适合这种类型的车辆。 他们谈到了它的防弹性质，所以你可以在这些引文中看到。 特斯拉将会用三种不同类型的枪进行演示。 他们谈到了防弹玻璃的可选择性。有些人可能会把这解释为特斯拉提供这种选项。但我不这么理解。 我理解的是虽然可能可以做到，但这将是售后市场需要来完成的事情。 他说如果这样做，窗户将过于厚重而无法卷下来，所以你可以这样做，但除非你有非常特定的需求，否则可能没有太多意义，希望大多数人不需要这样的需求。 他还谈到了耐用性等方面的问题，尤其是越野行驶，说Cybertruck的底部完全平整，并且具有任何车辆中最高的离地高度。 现在，这里提到的是任何车辆，这个范围非常广泛。 我想他可能是指在同类别车辆中的任何车辆，这可能是更好的解释方式，但这是直接的引文。 所以我确定我们都知道它底部的完全平整性，但通过Cybertruck上应该会看到的气动悬挂系统，它在高设置时的可调性应该会有很好的离地高度。 非常令人兴奋。 所以没有太多新内容，但在不到一个月之后的发布活动之前，有一些有趣的新信息，希望能够同时发布一些规格信息。

All right, next we've got a quick update on Kickin' Mexico. So although we are kind of expecting this to be delayed or slowed down a little bit, the Secretary of Economy for the State of New Way, Billyone, did comment and said that Tesla is coming. Tesla's working. Tesla in some way has already started construction just like the government of New Way, Billy one. We are doing it at the same time. They already have all their federal and state permits. So this is something that we've seen be a hindrance in places like Gigabra Lynn, although I think Tesla just got some additional clearance there. But good news that this is kind of in place. So when Tesla is ready to go more full throttle to use, I think the words that Elon used, this hopefully will not be such an impediment like we have seen at some other times. So even if it is a little bit slower, and even if this isn't the constraining factor right now, good to have that sort of thing in place. Nice update there in Gigabra Mexico.

好的，接下来我们对墨西哥Kickin'Mexico项目进行了一个简短的更新。 尽管我们预计这个项目可能会有所延迟或放慢一些速度，但“新道”州经济部长比利亚恩表示，特斯拉即将来到。特斯拉正在进行相关工作。 特斯拉已经开始了一些建设工作，就像比利亚恩州政府一样。我们在同时进行这个项目。 他们已经获得了所有必要的联邦和州级许可证。 这是我们在吉加布拉林等地方曾经遇到的阻碍，不过我认为特斯拉刚刚获得了一些额外的批准。 但好消息是，事情正在稳步推进。 所以当特斯拉准备好全速发展时，我相信埃隆所说的那句话，这希望不会成为我们之前遇到的那些阻碍。 即使进展较慢，即使当前它不是制约因素，这样的进展也是好事。 这是吉加布拉墨西哥地区的一个不错的更新。

And then we've also got an update on a lawsuit against Tesla related to an autopilot crash. Always unfortunate to read about these, but this was from a 2019 crash. The jury did come to a verdict today, nine to three vote. Found Tesla was not liable for wrongdoing in this case. So a win for Tesla. I don't know if this will go to appeal, but because there are, as Reuters points out, there are lawsuits of this variety. This is apparently the first major one that has been decided and decided in Tesla's favor. So potentially sets up a good precedent for other lawsuits of this variety. So I think a positive there for Tesla.

然后我们还有关于特斯拉与自动驾驶事故相关的诉讼的最新消息。 阅读到这种消息总是令人遗憾，但这是2019年的一起事故。 陪审团今天做出了裁决，以九票对三票的投票结果。 他们认为特斯拉在这个案件中没有不当行为，所以特斯拉胜诉。 我不知道这是否会上诉，但正如路透社指出的，还有其他类似的诉讼案件。 这显然是第一个被裁决并且判决结果对特斯拉有利的重大案件。 所以这可能为其他类似的诉讼案件设立了良好的先例。 对特斯拉来说，我认为这是一个积极的结果。

And then we've also got an update on a battery pack or a megapack fire back in 2022 from PG&E. This was at the Moss Landing substation. So on the 730 megawatt hour battery project there. There was a fire one megapack was impacted by it. We covered this at the time. They've now released the findings of an independent investigation of this incident. And basically they found that the problem was due to equipment installation where specifically there was an improperly installed vent shield, which dislodged on umbrella valve on the top of the megapack. So that caused some water to get in, which eventually led to the fire, the safety systems in the megapack, then of course reacted properly and fired and spread and all of those good things. So good to have some insight on that. And I think knowing that it's an installation issue probably better than alternatives where something more internally could be causing a fire. So positive update there, I think from PG&E on that.

然后，我们还收到了关于2022年PG&E电池组火灾的最新消息。 这次火灾发生在莫斯兰丁变电站。 那里有一个730兆瓦时的电池项目。 其中一个电池组受到了火灾的影响。 我们当时已经对此进行了报道。 他们现在发布了对这起事故的独立调查结果。 基本上，他们发现问题是由于设备安装不当引起的，具体来说，是一个未正确安装的通风罩，它使电池组顶部的伞状阀门脱落。 因此，一些水进入了电池组，最终导致了火灾，电池组的安全系统相应地启动并发挥作用。 很高兴能对此事有所了解。 我认为，知道这是一个安装问题要好于其他可能导致火灾的内部原因。 所以从PG&E来看，这是一个积极的更新。

And then just a few other items today.

今天还有一些其他事项要处理。

We do have an update from Toyota in contrast to what we heard from them yesterday. Hopefully a little bit better update here. They announced that they are investing a new $8 billion in their North Carolina battery plant, which they are working on. So this is not a new plant. It's been previously announced, but they are announcing the increase of investment here. They say that this will add approximately 3000 jobs, bringing the total investment up to about $14 billion for this factory.

相比于昨天我们从丰田公司得到的消息，我们确实有一个更新。希望这次的更新能更好一些。他们宣布将在他们正在建设的北卡罗来纳州的电池工厂中新增投资80亿美金。所以这不是一个新的工厂。此前已经有过公布，但现在他们宣布增加投资。他们称这将新增大约3000个就业岗位，使得这个工厂的总投资增加到约140亿美金。

Notably though, this will be for pure battery electric vehicles, as well as plug-in hybrids, as well as hybrid vehicles that are not plug-in, just normal hybrids. So kind of a mix, but you can see looks like 10 BEV slash PAHV battery lines to four lines for hybrids. And they say that through 2030, this should scale up to production of more than 30 gigawatt hours annually. So a pretty big investment for this factory for, I think, not like that's a small amount, but it's something that would be comparable to sort of the initial stage of gig in Nevada in terms of battery output there. So good to see the additional investment, but obviously this is going to be over a pretty long period of time for Toyota.

值得注意的是，这将适用于纯电动汽车、插电混合动力车辆，以及不插电的普通混合动力车辆。所以算是一种混合，但你可以看到，电池线路有10条是用于纯电动汽车和插电混合动力车辆，而混合动力车的线路只有4条。据他们称，到2030年，这应该将扩大到年产量超过30吉瓦时。所以对于这家工厂来说，这是一笔相当大的投资，我认为并不是一个小数目，但它在电池产量方面可能与内华达创厂初期相当。所以很高兴看到额外的投资，但显然，这对丰田来说将是一个相当长的时间。

Then we also got pricing for the Chevy Equinox EV that is upcoming here pretty soon. It is going to begin at just under $35,000, but more realistically, the launch version the vehicle is going to begin at just under $49,000. They say that over time, they'll release the cheaper versions. It sounds like those would still be the same battery pack capacity. I don't know how they plan to necessarily get down to that. They said that all versions are going to be released sometime in calendar year 2024, but I suppose that that is next year's problem for them, as that would be quite a big difference from the initial starting price on this launch version. So we'll keep an eye on that, but the range, as you can see there, goes from the announced $35,000 up to about $52,000.

然后我们也得到了即将到来的雪佛兰Equinox EV的定价。它的起价将在35,000美元以下，但更现实的是，这款车的上市版本将在49,000美元以下。他们说随着时间的推移，他们将推出更便宜的版本。听起来那些版本的电池容量可能仍然相同。我不知道他们计划如何实现这一点。他们说所有版本将在2024年某个时间发布，但我想这对他们来说是明年的问题，因为这将与初始起价相差很大。所以我们将继续关注，但你可以看到，价格范围从宣布的35,000美元到52,000美元左右。

And then just a quick update on SpaceX, the Federal Aviation Administration has completed their safety review for the next test flight for Starship. It's exciting, although we're still waiting on the Fish and Wildlife service to complete their review. Unfortunately, so as long as that is still ongoing, SpaceX will not be able to launch quite yet. Hopefully, though, with the FAA being done, that will mean that there's a little bit more urgency as if there wasn't hopefully enough already, but hopefully some additional urgency for the Fish and Wildlife service to complete their review and get us to another Starship test flight soon.

然后关于 SpaceX 的最新进展，美国联邦航空局已经完成了他们对 Starship 下一次测试飞行的安全审查。尽管这令人兴奋，但我们还在等待美国国家渔业和野生动物管理局完成他们的审查。不幸的是，在这个审查仍在进行中的时候，SpaceX 无法立即进行发射。但希望随着联邦航空局的完成，会带来一些紧迫感，尽管希望之前已经足够了，但希望能够对国家渔业和野生动物管理局产生额外紧迫感，以便尽快进行另一次 Starship 的测试飞行。

And then just a quick reminder for tomorrow, we will have the FOMC meeting decision, industry decision, and commentary following the meeting during market tomorrow, midday. Obviously, the market largely expecting rates to continue to stay paused. Small expectation for a decline. I don't think really much, obviously, not many people expecting that. Probably with this, probably tomorrow will be more determined based off of the commentary as we have tended to see over quite a few meetings from Fed Chair Powell. So we'll see what he says. I would expect that he'll continue to reiterate it's more now about how long they're going to stay at high rates, still leave the door open for further increases. I think they're just kind of at a holding pattern right now, so I don't expect anything too major from the commentary, but the market loves to find one little detail in there and kind of react to those things. So, someone to keep an eye on for tomorrow.

提醒一下，明天我们将有FOMC的会议决议、产业决策，并且将在市场上发布会后进行评论，时间是明天中午。显然，市场普遍预计利率将会继续保持暂停状态。对于下降有一些小的期望，但不多，显然没有多少人期待这一点。可能会根据评论更确定明天的情况，因为我们在过去的许多次联邦储备主席鲍威尔的会议中都看到了这种情况。所以我们将看他说什么。我预计他将继续强调现在更关注的是他们将维持高利率多长时间，仍然对进一步加息敞开大门。我认为他们目前只是处于观望状态，所以我不对评论期望过高，但市场喜欢从中找出一点细节并对其做出反应。因此，明天需要密切关注。

But that our episode for today. So 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 Wednesday, November 1st episode of Tesla Daily. Thank you.

今天的节目就到这里。和往常一样，感谢你们的收听。请一定要订阅并开启通知功能。你也可以在X上找到我，那是特斯拉播客。我们明天见，在11月1日星期三的特斯拉日报节目中。谢谢！