Giga Berlin Updates, Cybertruck Tested by Top Gear, Cruise Details

Hey everybody Rob and we're here, happy Friday, today we have some new updates on Giga Berlin, we also have some new test videos of the Cyber Truck, a little bit of new insight on GM's crews and the situation that they're in right now, and a couple other items as well.

大家好，我是罗布，我们在这里。周五快乐！今天我们有一些有关Giga Berlin的新消息，还有一些Cyber Truck的最新测试视频，对通用汽车的团队以及他们目前的情况有一些新的洞察力，还有一些其他的话题。

Overall though, pretty quiet news day should be another pretty quick one today.

总体而言，今天的新闻相当平静，预计今天也会是一个相当快速的一天。

Tesla up 2 thirds of a percent on the day to close the week at $219.96, while the NASDAQ was up 1.4% on the day today. So a bit of an underperformance for Tesla and really a strong run here for the NASDAQ, actually the best 5 day streak, so best week for the NASDAQ since January.

特斯拉当天上涨了2/3个百分点，收盘价为219.96美元，而纳斯达克当天上涨了1.4%。因此，特斯拉的表现稍逊，而纳斯达克则展现出强劲的势头，事实上，它创下了最佳的连续五天涨势，也是自1月份以来纳斯达克表现最好的一周。

So it follows a couple of periods last week where we had a couple of poor 2 day stretches for the NASDAQ, but it has rebounded quite strongly.

因此，上周我们经历了几个纳斯达克指数两天不佳的时期，但是指数已经有了相当强劲的反弹。

So the trend that we've seen for Tesla over the last few days, I think mostly macro driven as much as I would love that it was driven more by Tesla, that seems to be the case.

所以，过去几天我们看到的特斯拉的趋势，我认为主要是宏观因素驱动，尽管我很希望它更多地受特斯拉本身的驱动，但似乎情况并非如此。

Now getting into the updates on Gageberlin, Elon posted on X that he's at Gageberlin today to congratulate the team on their excellent progress. The factory looks amazing. We're going to cover all the concrete with art. So we've seen a little bit of that already at Gageberlin, but more interestingly, we also got a report from GF4 Tesla on X that Elon at the visit today announced that Gageberlin will be building a 25,000 euro, roughly $26,000 Tesla at Gageberlin.

现在关于Gageberlin的最新消息，埃隆在X上发布消息说他今天在Gageberlin，为团队的出色进展表示祝贺。工厂看起来棒极了。我们打算在所有的混凝土表面上涂上艺术涂料。我们在Gageberlin已经看到了一点这样的情况，但更有趣的是，我们还从GF4 Tesla在X上收到了一份报告，埃隆在今天的参观中宣布Gageberlin将在那里制造一辆价值约25,000欧元（大约26,000美元）的特斯拉。

So this is just being reported by this account, we don't know if this is verified or not. There are a lot of outlets picking this up today, but most of it seems to come back to this Seoul post. So worth keeping that in mind, that being said, I don't find this surprising at all, I always assume that this would be the case.

所以这只是由这个账户报道的，我们不知道这是否得到了证实。今天有很多媒体都在报道这个消息，但大部分都源自这个首尔帖子。所以需要记住这一点，话虽如此，我对此一点也不感到惊讶，我一直认为这将是情况。

If we look at where Gageberlin is at right now, Tesla seems to be holding it around 250,000 per year capacity for the Model Y, but at the same time they're filing expansion plans to grow that capacity up to a million, there have been reports in the past during the initial stages of Gageberlin planning that that would eventually scale up to 2 million vehicles per year.

如果我们看一下Gageberlin当前的状况，特斯拉似乎将其Model Y的年产能控制在25万辆左右，但与此同时，他们也在提交扩建计划，将产能增加到100万辆，过去在Gageberlin计划的初期阶段，曾有报道称最终年产能会扩大到200万辆。

You're not going to get to 2 million a year with the current generation of vehicles. You're going to have to go down market a little bit. So not surprising to see Tesla move in that direction. I think that's probably been part of the plans for a long time.

你现在无法通过当前一代车辆实现年销售两百万辆的目标。你需要稍微降低定位市场。所以特斯拉朝着这个方向发展并不令人意外。我认为这可能是他们长期计划的一部分。

Nevertheless, if Elon is talking to factory workers about that, that's probably a positive step forward. And then RBB24 today reporting that while Elon was here, they also raised wages for employees by about 4%. This had been previously reported, I think, by Reuters that this was coming, so no surprise there.

不过，如果埃隆在与工厂工人谈论这个问题，那可能是向前迈进的积极一步。此外，据RBB24今天报道，在埃隆到来期间，特斯拉还将员工的工资提高了约4%。我记得路透社之前也有报道这个消息，所以这并不让人意外。

But it sounds like they're also then going to be increasing annual salaries in February by another 2500 euros. So over the course of one and a half years, it would result in roughly 18% increase in wages.

听起来他们似乎还打算在二月份将年薪再增加2500欧元。因此，在一年半的时间里，工资将大约增加18%。

Obviously, as we've seen UAW action, there's been pressure from IG Metal. We've seen some possible strikes happening in Sweden. I think these wage pressures are pretty consistent worldwide in Tesla responding here.

显然，正如我们所见，美国汽车工人联合会的行动受到了德国金属工会的压力。我们也看到了瑞典可能发生的罢工情况。我认为这些工资压力在全球范围内对特斯拉来说是相当一致的，它在这里做出了回应。

Although not necessarily responding, they actually said that the assertions that there is a connection between Tesla salary adjustments and trade union activities are devoid of any truth, according to RBB. So we've talked about this before, whether or not this is a response or whether the unions are just timing it up in terms of their efforts to make it look more like a response, or it's just all coincidental with the calendar.

据RBB报道，虽然可能不一定是在回应，但特斯拉实际上表示，声称特斯拉的薪资调整与工会活动之间存在联系的说法毫无根据。因此，我们之前已经讨论过这个问题，无论这是否是一种回应，还是工会只是选在某个时间点进行努力，让其看起来更像是回应，或者这只是与日历的巧合。

Either way, wage increases, and I think we'll continue to be some pressure on that as a result of the UAW contracts and inflation as well.

无论如何，工资增加了，我认为由于UAW的合同和通胀的影响，我们将继续面临一些压力。

So nevertheless, update on that for Gigapirlen today.

所以，不过今天有关Gigapirlen的最新消息。

The other Tesla news is there was a cyber truck that was spotted out in the Hermosa Beach area in California. One of the people here that's talking with these bystanders is actually a top gear person. So top gear had the cyber truck out. They did some testing on it. Looks like they did a little bit of reviewing of it, actually as well.

另一条特斯拉的新闻是在加利福尼亚州的海莫萨海滩地区发现了一辆电动皮卡车。其中有一位与旁观者交谈的人其实是《Top Gear》的成员。所以《Top Gear》对这款电动皮卡进行了测试，并且似乎还进行了一些评论。

So probably preparing for that for, I would assume, an embargoed release that will happen around the time of the cyber truck delivery event. So I would imagine if top gear's got this, I'm sure others like Motor Trend would have similar access as well prior to that event.

所以我推测，为了那个即将举行的密码发布活动做准备。我认为这个活动将会在电动皮卡交付活动期间举行。我想，如果Top Gear已经拥有了这个消息，那么像Motor Trend这样的媒体也肯定会在那个活动之前获得类似的信息。

So hopefully that means we'll sync that up with a lot of media coverage. There would of course be a ton of that anyway, but if there can be these initial reviews as well, that should be pretty exciting.

希望这样意味着我们将与许多媒体报道同步进行。当然，无论如何都会有大量的报道，但如果还能有这些初步评价，那将非常令人兴奋。

And then they did also use the front trunk here. So you can see that in action, we had seen a little bit lower quality video of this, but the powered nature of that, although we don't get to see it close, you can see it raise a little bit. So always fun to see it more on the cyber truck. That was kind of it for Tesla specific stuff.

然后他们在这里也使用了前部的储物箱。因此你可以看到在实际使用中，我们已经看到了一段质量稍低的视频，但是你可以看到它的动力，虽然我们看不到它的细节，但可以看到它稍微抬起了一点。所以在CyberTruck上看到这一点总是很有趣的。这基本上是特斯拉相关的内容了。

But an update here, the EPA last week launched a competition for anybody to create a video promoting electric vehicles, as well as a couple other categories, personal mobility, electric buses with top prizes of up to $3,000 for first place. These videos, I think need to be one to two minutes long. Really just with the intent of promoting these things. So not too dissimilar from what we've seen from Tesla before with Project Love Day, if any of you guys remember that. But the EPA says that video winners might be featured on the agency's website and social media channels. I would assume that that would kind of be the intent of it. I don't think the EPA is going to run like a national advertising commercial or anything like that. But nevertheless, kind of an interesting contest there. And we'll see what comes out of that when that contest wraps up. I'm not sure of the date of that if that's disclosed here.

然而，最新消息是，美国环境保护署上周发起了一项竞赛，邀请任何人制作宣传电动汽车的视频，还有几个其他类别，包括个人出行方式和电动公交车，冠军奖金最高可达3000美元。我认为这些视频的长度应该在一到两分钟之间，目的只是为了促进这些事物。所以与之前特斯拉的“爱日计划”所展示的内容并没有太大的不同，如果你们有人还记得的话。不过，环保署表示，优胜者的视频可能会在该机构的网站和社交媒体渠道上展示。我认为这也是它的初衷。我不认为环保署会做全国性的广告宣传或其他类似的活动。不过，这是一个相当有趣的比赛，让我们拭目以待比赛结束后的成果吧。我不确定比赛的截止日期是否被公布在这里。

Early 2024.

即将到来的2024年初。

And then the next thing is an update, or I guess a report on the status for crews. Of course, we've talked before about the suspension for, you know, from the DMV in San Francisco. About half of Cruz's vehicles were there. They have then suspended operations for the remaining half of the fleet, subsequently following that. So we've got a report from the New York Times talking about a company or a Cruz company update from their CEO that haven't earlier this week. And according to these employees, he said that they did not know when they could start operations. Again, layoffs for crews could be coming according to two employees at that meeting. So no surprise there that they don't know. And of course, if the business stays stalled for a long time, although as we talked about before, the revenue is not actually all that significant in terms of the overall business performance, since they're losing so much more money beyond just the revenue. When the business is paused, of course, that's going to just put some pressure on it, even if it is just from shareholders and things of that nature for GM. So we'll see what happens there.

然后下一件事是一份关于车队状况的更新或者说报告。当然，我们之前已经谈到过克鲁斯在旧金山的司机执照暂停问题。约半数的克鲁斯车辆在那里。随后，他们暂停了剩下一半车队的运营。所以我们得到了一份来自纽约时报的报道，讲述了克鲁斯公司首席执行官在本周早些时候的一次更新。根据这些员工的说法，他表示他们不知道何时能够重新开始运营。根据那次会议上的两名员工表示，克鲁斯可能会进行裁员。所以他们不知情并不是什么奇怪的事情。当然，如果业务长时间停滞不前，尽管我们之前已经讨论过，收入在整体业务表现方面并不是很重要，因为他们除了收入之外还在亏损很多钱。当业务暂停时，无论是来自股东还是其他方面的压力都会对GM产生一定的压力。所以我们将看看会发生什么。

And then actually a couple of other interesting insights from this. According to sources, so we don't know how verifiable or accurate this information is, but according to sources, each Cruz vehicle costs about $150 to $200,000 a piece. They've got about $400 to those. So that's $80 million. Obviously their losses each quarter are well, well beyond that. So this is just talking about the cost of the hardware, I believe, which obviously those would be quite expensive relative to a Tesla vehicle, which although capabilities would be a little bit different, Tesla's costs much, much closer to $30,000 for a vehicle that has potentially similar functionality. So that's an interesting data point. And then they do talk about the remote driver capabilities. They say that these vehicles that they have operating were supported by 1.5 workers per vehicle. Now that could just mean they've got 400 cars, 600 workers in terms of these remote operators. We don't know the exact number of that again, but it is interesting to get a look at that sort of a ratio because obviously the point of these cars is to replace a driver. If you're replacing a driver with one and a half others, the math doesn't really work out on that. Of course that will change over time or presumably would change over time as things scaled. Nevertheless, interesting to see that ratio right now. And then apparently the workers intervened to assist the cruise vehicles every two and a half to five miles. So if you're talking about remote intervention that frequently, that is quite high, probably quite higher than a lot of people would have assumed. I don't know what Tesla's rate would be if we were to just drop Tesla vehicles in this sort of exact same scenario. My guess is it probably wouldn't be super far off of that, but would depend on the driving domain, which is something else to consider. These are limited in terms of what their capabilities are and the things that they're doing and the streets that are going on and things like that. But regardless, if this ratio is accurate, that's a long way to go from being able to improve this type of ratio and make these things more cash sustainable. So a couple of interesting data points there on cruise.

而且从中还可以得出一些有趣的见解。根据消息来源，我们不知道这些信息有多可靠或准确，但根据消息来源，每辆Cruz车的成本约为每辆15至20万美元。他们有大约400辆。所以这是8000万美元。显然，他们每个季度的亏损远远超过这个数字。所以这只是在讨论硬件成本，我相信，相对于特斯拉的汽车来说，这些成本可能会非常昂贵，尽管功能可能会有所不同，特斯拉的成本要接近3万美元，而它可能具有相似的功能。所以这是一个有趣的数据点。然后他们谈到了远程驾驶员的能力。他们说他们正在运营的这些车辆每辆车都有1.5名员工支持。现在这可能意味着他们有400辆车，600名工人的远程操作员。我们并不知道确切的数量，但看到这样的比例是很有趣的，因为这些车的目的显然是要取代司机。如果你用1.5个人取代一个司机，这个数学上不太成立。当然，随着时间的推移，这个情况可能会改变，因为事情会逐渐扩大。尽管如此，看到这个比例现在还是挺有意思的。然后，显然工人每2.5至5英里就会干预支持cruise的车辆。如果你谈论远程干预的频率这么高，那是相当高的，可能比很多人预想的要高得多。我不知道如果我们在完全相同的情况下只放入特斯拉车辆，特斯拉的干预率会是多少。我猜它与此可能差不多，但取决于驾驶领域，这也是需要考虑的另一个因素。这些车的能力和正在进行的街道等方面是有限的。但不管怎样，如果这个比例是准确的，离能够改善这种比例并使这些事物更有收益能力还有很长的路要走。所以关于Cruz的一些有趣数据点。

And then the last couple of things, we got an update from Elon on XAI. We had talked earlier this week about a couple of trademarks that had popped up for them. Elon saying that tomorrow, early this morning, tomorrow, X will release XAI will release the first AI to a select group. In some important respects, it is the best that currently exists.

然后最后几件事，我们从埃隆那里得到了关于XAI的最新消息。我们本周早些时候曾谈论过一些他们的商标。埃隆表示明天，也就是今天早上，X将向特定群体发布XAI的首款人工智能。在某些重要方面，它是目前最好的。

So I don't know what this select group will be. We'll keep an eye out, see if we hear anything more about that, but definitely an interesting milestone there for XAI.

所以我不知道这个被选中的群体会是什么。我们会密切留意，看看是否还会有关于这方面的进一步消息，但对XAI来说，这绝对是一个有趣的里程碑。

And then lastly, just a quick look at the calendar. Not a whole lot here. We do have a back to back double decor, I guess here for Fed Chair of Endrum Powell speaking on Wednesday and Thursday next week. I'm not sure how what those events are specifically, but we'll keep an eye on that.

然后最后，我们来快速看一下日历。这里没有太多事情。下周我们会有一连串的Fed主席Jerome Powell在周三和周四发表讲话，可能是关于货币政策的。具体是什么活动我不太确定，但我们会密切关注的。

And then just personally, I do have a wedding out of the country on Sunday. So I'm going to be traveling for that. And then likely missing Monday and Tuesday's episodes should be back on Wednesday. So apologies for that.

然后，就个人而言，我周日要出国参加一个婚礼。所以我要去旅行。很可能错过周一和周二的节目，但应该会在周三回来。对此表示抱歉。

And then actually the next week, unfortunate timing. I do have a conference the following Monday and Tuesday. So the next two weeks are probably going to be Wednesday through Friday schedules. But we'll see if anything crazy happens during those periods and if needed, maybe you can hop on, hop on quickly. So keep that in mind, but that'll wrap it up for today.

然后实际上下周，时间不太好。接下来的周一和周二我要参加一场会议。所以下两周可能会以周三至周五的日程安排为主。但如果这段时间发生了什么疯狂的事情，如果需要的话，也许你可以快速地加入。所以记住这一点，但今天就到这了。

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 on Wednesday for the November 8th episode of Tesla daily. Thank you.

一如既往，感谢你的倾听。请确认你已经订阅并开启了通知功能。你也可以在特斯拉播客X上找到我的节目。我们下周三见，11月8日的特斯拉日报节目。谢谢！