Everyone Should Hear This / Cruise Is Done / Elon on Optimus and FSD ⚡️

Real quick, no video from me tomorrow on Friday. While I'm here, I plan to spend some time with family, but I also have something I'm working on finishing that you guys will see here soon enough.

我明天星期五不会发布视频，我计划在这里和家人共度一些时间，但同时我也有一个正在努力完成的项目，很快你们就会在这里看到。

Welcome to Electrified, it's your host Dylan Loomis.

欢迎来到电气化，我是主持人迪伦·卢米斯。

So first up today, we have an insider, allegedly, from Cruise, really spilling the tea, and it's quite hot. I have to preface this with, we don't know how true this really is, but let's see what they said. I'm gonna relay insider info. Cruise level for autonomy is a complete lie. There's intervention and supervision all the time when the cars are out on the road. The executives higher-ups wanted more cars on the road, even though we brought up issues the cars were having, they did not care, they just wanted to get more vehicles on the road to have more funding and to make shareholders happy.

今天首先我们有一位内部消息人士，据说来自Cruise，他们流露了一些内幕消息，非常爆炸。首先要说明的是，我们不知道这些消息有多真实，但我们来看看他们说了什么。我要传达一些内部消息。Cruise自动驾驶的水平是完全虚假的。在车辆在路上行驶时，一直有干预和监督。即使我们提出车辆存在的问题，高层主管也不在乎，他们只是想让更多的车辆上路，以获得更多的资金，并让股东满意。

Cruise AVs cannot see small children or animals on the road, even when they were out on autonomous mode. Even with extremely concerning issues like I just stated above, they did not care. They still sent max numbers of AVs on the road. We literally had two auto park failure collisions in the parking lot doing testing a few days ago. Clearly not good.

即使Cruise AVs在自主模式下也无法看到道路上的小孩或动物。即使面对像我上面提到的极其令人担忧的问题，他们也不在意。他们仍然将最大数量的AVs送上了道路。就在几天前，我们在停车场进行测试时发生了两次自动停车失败碰撞。显然，这是不好的。

Again, we don't know how true this random text is, but let's assume there is at the very least some truth to it. For years now, Tesla has been attacked in the media and by the general public for being reckless with safety when it comes to autopilot and FSD. People have wrongly accused Tesla of rushing out tech that was not ready, making the public unwillingly part of this big experiment. Other more nefarious actors will say have said things like FSD attempts to kill other people. The list goes on and on. All the while insinuating that Elon cares more about profits than he does about people.

再说一遍，我们不知道这段随机文本有多少真实性，但我们可以假设其中至少有一些真实性。多年来，特斯拉一直受到媒体和公众的攻击，指责其在自动驾驶和全自动驾驶方面对安全不负责任。人们错误地指责特斯拉匆忙推出尚未准备好的技术，使公众成为这个重大实验的无意愿参与者。其他更为恶意的人会说FSD试图杀害其他人。此类指责不胜枚举。与此同时，暗示埃隆更关心利润而不是人们的安全。

Now, us and the Tesla community understand how absurd that really is, but what does actually bug me when I think about it, we have things like this happening at Cruise and no one in the media or the public for that matter seems to care very much. Of course, with this specific Cruise situation, we'll see what the next few weeks bring, but I can assure you, it'll not be met with the same level of vitriol that Elon and Tesla have received. The ones by the way that actually care more about safety than anything else.

现在，我们和特斯拉社区明白这种行为是多么荒谬可笑，但是当我思考这件事时真正让我心烦的是，我们在Cruise这样的公司也发生了类似的事情，但无论是媒体还是公众，好像都不太关心。当然，对于这个特定的Cruise情况，我们将看到接下来几周会发生什么，但我可以向你保证，它不会引起像埃隆和特斯拉一样的愤怒。顺带一提，埃隆和特斯拉实际上更关注安全而非其他任何事情。

So if these texts are true, Cruise knowingly actually did what Tesla has been accused of, rushing out technology that was not ready and really had no business being on public streets, how they chose to roll it out. And who knows if anyone on the Cruise team actually said the words, I don't care about these glaring issues with the system, but even if they didn't, actions always speak louder than words anyway.

所以如果这些文本是真实的，那么克鲁斯（Cruise）实际上是故意做了特斯拉被指责的事情，匆忙推出了并未准备好、根本不应该出现在公共道路上的技术，这是他们选择的推出方式。而且谁知道克鲁斯团队中是否有人真的说过"我不在乎这个系统存在的明显问题"这样的话，但即使他们没说，行为比言辞更能说明问题。

So I'll just say it, Cruise should be blown up and restarted as something very different than what it has been. At the very least, it sounds like it needs a complete overhaul when it comes to the management from the top down, but honestly, I'd be fine with it ceasing to exist despite wanting autonomy to progress at all companies, not just Tesla, but with Cruise allegedly lying about accident details, just now hiring a safety officer, allegedly rushing out technology they knew was dangerous and not ready, they deserve to be exposed if these reports are indeed true.

所以我就直说吧，Cruise公司应该被摧毁并重新开始，以与以往完全不同的形式存在。至少，在管理层方面，听起来它需要进行彻底改革，但说实话，尽管我希望每家公司都能保持进步的自主权，不仅限于特斯拉，但如果Cruise确实在事故细节上撒谎，只是现在才雇佣一个安全官员，就匆忙推出他们知道是危险且不完善的技术，那么他们应该被曝光。

I had to get that off my chest because it's really things like this that the public actually should be upset about and pushing back against not what Tesla and Elon have been doing.

我必须发表以下看法，因为这些才是公众真正应该感到愤慨并抵制的事情，而不是特斯拉和埃隆一直以来所做的事情。

We have an HSBC analyst picking up coverage of Tesla stock and they see 35% downside. Let's learn a little bit about this Tesla stock guru, Michael Tyndall who has a $146 price target. You guys know ordinarily I pay zero attention to these Wall Street updates, but because it is new coverage, it's gonna be worthwhile learning a little bit about Michael and HSBC's view on Tesla. In fairness, his model assumes FSD Dojo and Optimus are successful by 2030. We think the expected cost of capital for these businesses should be well above the group average given regulatory and technological challenges they face. Elon's global fame has afforded the group a customer awareness that far outweighs the money it has spent on marketing and advertising. Leaving aside, current legal issues Elon faces, we think his prominence presents a considerable single man risk at the group. We see considerable potential in Tesla's prospects and ideas, but we think the timeline is likely to be longer than the market in valuation is reflecting.

我们有一位汇丰银行分析师开始报道特斯拉股票，并认为其有35%的下跌空间。让我们来了解一下这位特斯拉股票专家迈克尔·廷德尔，他给出的目标价是146美元。你们知道，通常我对这些华尔街的更新不关注，但由于这是新的报道，了解一下迈克尔和汇丰对特斯拉的看法是值得的。公正地说，他的模型假设FSD Dojo和Optimus在2030年之前取得成功。考虑到他们面临的监管和技术挑战，我们认为这些业务的预期资本成本应远高于集团平均水平。埃隆的全球声誉使集团在客户意识方面远远超过其在市场营销和广告上的花费。暂不考虑埃隆目前面临的法律问题，我们认为他的知名度在集团中存在着相当大的个人风险。我们认为特斯拉的前景和想法有着相当大的潜力，但我们认为这一时间表可能要比市场估值所反映的时间更长。

He said overall the market is too optimistic on Tesla and there is a fair degree of hope in the current share price.

他说总体而言，市场对特斯拉过于乐观，目前的股价存在一定程度的希望成分。

I don't know how accurate these tip ranks actually are, but again, let's just assume there is some level of truth here. Mike's track record has not been setting the world on fire by any stretch. I did read some of his work on LinkedIn. It looks like he's focused on the European auto market. Ultimately, he's really just saying that the transition to EVs may take a little bit longer than people had been expecting, and that legacy auto is going to put up more of a fight for longer than people were expecting. There's really no actual analysis here and it's nothing we haven't already heard before.

我不知道这些评级有多准确，但让我们假设这里有一定程度的真实性。迈克的履历并没有令人惊艳。我在 LinkedIn 上看了他的一些作品，似乎他主要关注欧洲汽车市场。归根结底，他只是在说转向电动车可能需要比人们预期的更长的时间，而传统汽车制造商将会比人们预期的更长时间进行抵抗。这里实际上没有真正的分析，而且这并不是我们之前没有听过的内容。

I had a convo around this topic with a friend this morning, let's go back to 2019 when Elon said, model three drive unit and body is designed like a commercial truck for a million mile life. Current battery modules should last 300 to 500,000 miles. We won't touch on replacement costs because of inflation and other factors, but something to keep in mind when people talk about cost of EVs, if Tesla's really do on average last around 500,000 miles in your typical ice car, only last what we'll call it half of that, pretty dramatically changes that TCO or total cost of ownership equation. I will say, I wish we had a lot more real world reliable data on the Tesla battery pack average lifespan as it is now out in the fleet. Naturally, over time we'll have more data, but just don't forget this talking point when it comes to EVs versus ice.

今天早上我和一个朋友就这个话题进行了一次讨论，让我们回到2019年，当时埃隆说，Model 3的驱动单元和车身的设计就像一辆商用卡车，能够使用一百万英里（约160万公里）。目前的电池模块应该能持续使用30到50万英里（约48到80万公里）。虽然我们不会讨论更换成本，因为通胀和其他因素，但当人们谈到电动车成本时，这是需要记住的一点。如果特斯拉真的平均能够在你典型的内燃机车辆的寿命500,000英里左右的情况下，只能够寿命的一半，这将极大地改变了总体拥有成本（TCO）的计算。我想说，我希望我们有更多关于特斯拉电池组平均寿命的真实可靠数据，因为现在它已经在车队中使用。随着时间的推移，我们将会有更多的数据，但在谈到电动车与传统燃油车时，请不要忘记这个观点。

Like Spreyman uploaded a new conversation with Elon Musk, I was able to watch the parts that were pertinent to our purposes here and here are some of the takeaways. Talking about autonomy, Elon said, it does appear at this point, the car will be able to drive better than a human, even with hardware three and 100 watts of power. And really, if we really optimize it, it can probably be less than 50 watts. On optimists, Elon said, there are hundreds of thousands of electric motor designs. None of them were suitable for a humanoid robot, literally none. So we had to develop our own, design it specifically for what a robot needs. It's designed to be manufactured in the same way we would make a car, and I think ultimately we can make optimists for less than the cost of the car. It should be because if you look at the mass of the robot, it's much smaller and the car has many actuators in it. The car has more actuators than the robot.

就像Spreyman上传了与埃隆·马斯克的新对话一样，我能够观看与我们目前目的相关的部分，以下是其中的一些要点。在谈论自主性时，埃隆说，在当前阶段似乎汽车将能够比人类驾驶得更好，即使配备了3代硬件和100瓦的功率。而且，如果我们真的优化它，可能可以将功率降低到50瓦以下。关于乐观主义，埃隆说，有成千上万种电动机设计，没有一种适用于人形机器人，真的没有。所以我们不得不自己开发，专门为机器人的需求设计它。它的设计方式与汽车制造相同，我认为最终我们可以以低于汽车成本的价格生产出乐观主义者。这是有可能的，因为如果你看看机器人的质量，它要小得多，而汽车内有许多致动器。汽车内的致动器比机器人多。

So my biggest Tesla specific takeaways, the processing power Tesla needs for FSD is so much smaller than the competition like Waymo and Cruise. And at this point, Cruise is on the doorstep of irrelevance as they may be on their deathbed as we speak. Elon did say that hardware five is going to be even better, but hardware three may be good enough for true FSD. And on the optimist front, it's actually designed for manufacturability just like the vehicles, which means again, it's really not comparable to Atlas from Boston Dynamics. So when you see people making those comparisons as if they're apples to apples, it's just not the right way to look at it. And we've known that Tesla is designing and building the motors and the actuators and the actual hardware for optimists itself and in-house because there's nothing available on the market that worked like they wanted it to. If you only have a few minutes, I'd encourage you watch the last chapter about hardships. So many people think they want to be Elon, but he always said, people don't want to be me. His mind is constantly in a war of sorts. And it's tough not to empathize with him when he shares things like that and talks about how at times he does feel lonely. Just a good reminder of the sacrifice he makes on a daily basis to push our future forward and to try to make it better.

所以，我最大的特斯拉相关收获是，特斯拉为全自动驾驶所需的处理能力比像Waymo和Cruise这样的竞争对手要小得多。而且在目前，Cruise公司可能正处于灭亡的边缘。埃隆确实表示，硬件五将会更好，但三代硬件可能已经足够实现真正的全自动驾驶。而且乐观的一面是，这个硬件的设计与汽车一样，专为可制造性而设计，这意味着它与波斯顿动力的阿特拉斯完全不能相提并论。因此，当你看到有人将它们进行比较，就像是苹果和苹果一样，那就是错误的方式。我们知道特斯拉正在自家设计和制造马达、执行器和实际硬件，因为市场上没有符合他们要求的可用产品。如果你只有几分钟的时间，我鼓励你观看最后一章，关于艰辛。很多人认为他们想成为埃隆，但他总是说，人们不想成为他。他的思维一直处于一种战斗状态。当他分享这些事情并谈论自己有时会感到孤独时，很难不对他表示同情。这是对他日常付出的牺牲的一个很好的提醒，推动我们的未来并努力使之变得更好。

We have a rare physical Tesla recall of about 160 Model S and X vehicles from 2021 to 2023. It sounds like there are two different types of airbags, whether it's a round wheel or a yoke and some of these cars had the wrong one. Tesla service will inspect and replace the driver airbag as necessary free of charge. We're not going to get into the details here because in past episodes, we've already talked about VW's plans to invest with X-Pang and Stellantis's plans to invest in LEAT motor.

我们将在2021年至2023年期间，对大约160辆Model S和X车型进行一次罕见的特斯拉召回。听起来这些车型中有两种不同类型的气囊，无论是圆形方向盘还是悬浮式方向盘，其中一些车辆使用了错误的气囊。特斯拉售后服务将免费检查并更换需要更换的驾驶员气囊。这里我们不打算详细展开，因为在之前的节目中，我们已经谈到了大众与小鹏汽车合作以及斯泰兰蒂斯公司计划投资LEAT Motor的情况。

I've said in the past, this was a sign of these companies waving the white flag saying that there are certain competencies and technologies that they don't think they can't compete with or in. Now we have the CEO of an industry advisory firm saying, this is a sign how far behind global automakers have fallen in the EV race. It really is a sign of the times and a changing of the guard because for decades, we had a Chinese companies paying Western legacy OEMs to help them build vehicles.

我过去说过，这是这些公司举白旗的迹象，他们在暗示有一些竞争力和技术他们认为无法与他们竞争或参与。现在有一家行业咨询公司的CEO说，这表明全球汽车制造商在电动汽车竞争中已经落后了多少。这真的是时代的标志和权力的交替，因为几十年来，我们看到中国公司向西方传统汽车制造商支付费用，来帮助他们建造汽车。

Fast forward to today and we have those same legacy OEMs who are now flipping the script and actually paying Chinese companies for access to their technology. There's a hint of desperation to these VW and Stellantis deals because the companies they're investing in are both actually struggling in the Chinese market. As X-Pang has pushed back its break-even goal to 2025.

快进到今天，我们发现那些同样的传统原始设备制造商现在选择翻转局面，实际上向中国公司支付费用以获得他们的技术。大众汽车和斯泰兰蒂斯签订这些交易时似乎有一丝绝望的迹象，因为他们正在投资的这些公司在中国市场上实际上都面临困境。正因为小鹏汽车将其盈亏平衡目标推迟到2025年。

I did want to continue going through some of the lesser-known talking points when it comes to AG1, the sponsor of this video, because I'm sure you guys hear a lot of the same things repeated on other channels. Real quick, if you're totally new, AG1 is a nutritional drink with 75 vitamins, minerals, and probiotics in every serving. If I have the option, I always want to give my hard-earned dollars to companies I think are trying to do the right thing, making the world a better, safer, cleaner, healthier place. In AG1's impact report, we talked about switching from plastic bubble mailers to a craft paper mailer. This year, they've been phasing out plastic spoons and they're moving over completely to a reusable metal scoop. If you're saying Dylan, who cares? It's just a little scooper. I'm telling you, it's the little things that often tell you the most about a company, attention to detail.

我确实想要继续探讨一些不太为人知的AG1话题，这个视频的赞助商，因为我相信你们在其他频道上听到了很多重复的东西。简而言之，如果你是完全新手，AG1是一种每份都含有75种维生素、矿物质和益生菌的营养饮品。如果我有选择的机会，我总是希望把我辛辛苦苦挣来的钱给那些我认为正在努力做正确事情的公司，让世界变得更美好、更安全、更清洁、更健康。在AG1的影响报告中，我们谈到了从塑料气泡邮袋转向手工纸邮袋。今年，他们一直在逐步淘汰塑料勺子，完全转向可重复使用的金属勺子。如果你说，迪伦，那有什么关系呢？它只是一个小勺子。我告诉你，往往是这些小事情最能告诉我们关于一个公司的对细节的注意程度。

To anyone that would like to argue Dylan, there are much cheaper options. I would say two things. One, when it comes to the nutrition world, cheaper is most certainly not always better. And two, AG1, doing the right thing, oftentimes will come with higher expenses. Example, AG1 works with Pachama, a company that sells nature-based credit offsets. One of the benefits, protecting endangered species. There's plenty more that we'll get to, but practically speaking, you can research until your eyes hurt, but you just have to try it to see how it works for you. Give it a few months and if you don't feel better, more energized, see improved focus, see healthier skin, hair nails, no one is forcing you to continue. You can get five travel packs in a one-year supply of vitamin D3K2 with my link below, drinkag1.com slash electrified. Thank you in advance if you do.

对于任何想要质疑Dylan的人，还有更便宜的选择。我要说两件事。首先，在营养世界中，更便宜绝对不意味着更好。其次，做正确的事情通常会带来更高的费用。例如，AG1与Pachama合作，Pachama是一家销售基于自然的碳补偿的公司。其中一个好处是保护濒危物种。这只是我们将要讨论的众多好处之一，但实际上，你可以研究到眼睛都疼，但你必须亲自尝试才能知道它对你的效果如何。试用几个月，如果你感觉不到更好的健康状态，更多的活力，改善的注意力，更健康的皮肤、头发和指甲，没有人会强迫你继续使用。点击下面链接，你可以获得五个旅行包和一年供应的维生素D3K2，网址是drinkag1.com/electrified。提前谢谢你的支持。

Troy Tess, like said, Model 3 production at Gigashang High in October was 28,000, much higher than he was expecting. This could mean more exports for Q1, more China sales in Q4. Ideally, the next weekly insurance number should be at least 16.1,000 in total with 5,500 Model 3s. I was not able to find a reliable total production number, so I'm not sure about Model Y production for the month, but looking at the context for Model 3, you can see compared to the last few weeks, that's a great result. The highest monthly production of the Model 3 ever at Gigashang High, of course, of the prior variant was only 32.5,000. So within a few weeks, Tesla's already at about 86% of that rate. The Model 3 Plus ramp looks like it's going very well.

特洛伊·特斯（Troy Tess）像他所说的一样，千兆航高的Model 3生产在十月份达到了28,000辆，远远超出他的预期。这可能意味着Q1有更多的出口，Q4有更多的中国销售。理想情况下，下一个每周保险数字应该至少达到16.1万，其中Model 3有5,500辆。我没有找到可靠的总产量数字，所以我对Model Y在这个月的产量不确定，但从Model 3的情况来看，与前几周相比，这是一个很好的结果。特斯拉特洛伊特斯拉特斯拉高速公路的月最高产量，当然，之前的型号是32.5万辆。所以几周之内，特斯拉已经达到了大约86%的这个速度。Model 3 Plus的生产增长看起来非常顺利。

On X, this image was shared of a random customer review of the Model 3 Plus. I won't read the whole thing, so go ahead and pause if you'd like. Quick takeaway, this individual was very impressed with things like closing the door, that noise or thud that you like to hear the door make. And they said, I'm extremely enthusiastic and can only agree it's a huge step forward in all areas.

在X日，这张图片被分享，展示了一位随机顾客关于Model 3 Plus的评价。我不会全文阅读，如果你愿意可以暂停一下。简单来说，这位顾客对于一些细节非常印象深刻，比如关上车门时发出的声音或者沉闷声。他们表示非常热情，并且完全同意这是在所有方面迈出的巨大一步。

Nicolas on X is saying regarding the Tesla, Sweden strike situation that if the ports are blocked, Tesla has found a workaround by transporting them by truck from other countries. This lines up with what we've been reporting that each step of the way, Tesla just calls an audible and solves problems on the fly to try to keep operations running. I am going to pass this along, but I have to say I have no idea if this is true or not, just an anecdote of some others that we have heard similar to this, that there are only six people out of around 130 actually striking at the eight Tesla service centers. If that's true, there might be more companies involved in these sympathy strikes than there are actual employees of Tesla actually striking.

据尼古拉斯在X上所说的关于特斯拉和瑞典罢工情况的观点是，如果港口被封锁，特斯拉已经找到了一个变通办法，通过从其他国家用卡车运输来解决这个问题。这与我们一直报道的情况吻合，特斯拉只需在每一个步骤上做出调整并快速解决问题，以保持运营顺利进行。我会传递这个信息，但我必须说我不知道这是否属实，这只是我们听到的一些类似的场景，据称在八家特斯拉服务中心中，只有约130人中的六个人真正参与了罢工。如果这是真的，那么参与这些同情罢工的公司可能比实际参与罢工的特斯拉员工还要多。

We have Lucid announcing a new product and feature called Range Exchange, which is kind of a cool name, basically the ability for a Lucid vehicle to charge another EV. The product Lucid will sell here will be the adapter and all Lucid vehicles already have the Wonder Box on board that will enable this feature. They said this could add 24 to 40 miles of range per hour or about 9.6 kilowatts of speed. This vehicle to vehicle adapter will first be available for United States customers. They said in the future, this could possibly allow for future applications like vehicle to grid and time of use optimization. The adapter will be available exclusively from Lucid later this month.

我们有Lucid公司宣布一个名为Range Exchange的新产品和功能，这个名字相当酷，基本上是指Lucid车辆对其他电动汽车进行充电的能力。Lucid将在这里销售适配器，而所有Lucid车辆已经配备了Wonder Box，可以实现这个功能。他们表示，这可以每小时增加24到40英里的续航里程，或者大约是9.6千瓦的速度。这种车对车适配器首先将面向美国客户提供。他们表示，在未来，这可能会允许未来的应用，如车辆对电网和用电时间优化。适配器将于本月末独家从Lucid公司提供。

Speaking of Lucid, Farsad said, gonna go out on a limb and say Lucid will be taken private in 2024 to which Elon said, good guess. These numbers fluctuate hourly, but Tesla is back to being one of the world's largest shorted stocks. As of yesterday, the share of Tesla's float that was short interest was 3%. Value-wise, $18.6 billion.

提到Lucid，Farsad说道，“我敢打赌Lucid在2024年会私有化。”而Elon则回应说，“好猜测。”这些数字每小时都在波动，但是特斯拉又成为了全球最大的空头股之一。截止昨天，特斯拉浮动股份中的空头利益比例为3%，价值达186亿美元。

From S&P Global, they did a recent survey of 7,500 respondents about EVs globally and 48% of those people said EV prices are too high. Fewer than half of respondents believe the EV technology is ready for mass market adoption and 62% of respondents are waiting until the technology improves before buying a new vehicle. The second biggest concern behind affordability is still the charging network. 46% of people said they're concerned about the time required for charging. Interesting data point, they said only 51% of current and repeat EV owners have a charger installed at home. According to this small sample size, the narrative most owners recharge at home is barely true. It's always good to be aware of what the non-Tesla bubble public actually thinks about EVs. It should be obvious, but with global adoption only at 11.3%, even if 50% of people are interested in EVs, that's enough demand for the next few years until the other 50% become a bit more educated and their preferences change, hopefully with more better options in the market.

根据标普全球公司，他们最近进行了一项调查，对全球7500名受访者进行了关于电动汽车的调查，其中48％的人表示电动汽车价格过高。不到一半的受访者认为电动汽车技术已经准备好进行大规模市场推广，62％的受访者表示他们将等待技术的改进才会购买新车。首要关注点是充电网络。46％的人表示他们担心充电所需的时间。有趣的数据是，只有51％的现有和重复购买电动汽车的车主在家里安装了充电器。根据这个小样本，车主们大多数在家充电的说法几乎是不正确的。了解非特斯拉圈子公众对电动汽车的真实想法总是好的。显而易见的是，尽管全球采用率仅为11.3％，即使有50％的人对电动汽车感兴趣，那也足够满足未来几年的需求，直到剩下的50％更加了解和改变他们的偏好，希望市场上会有更好的选择。

VW just announced they're looking to bring a new EV under $35,000 to the US in three to four years, saying we are not scaling back plans for EVs in the US. VW plans to build this vehicle in the US or Mexico, specifically Chattanooga, Tennessee, Puebla, Mexico, or their new South Carolina Assembly Plant planned for VW subsidiary scout. VW is also looking at localizing assembly of battery packs for the Sub 35K EV to qualify for additional incentives under the IRA. This article also mentioned how Neo is still debating a 2025 entry into the US market. Their US CEO said Neo needs to build infrastructure before bringing EVs to North America and the company is considering any kind of partnerships. We know how much can change in three to four years, and at this point, these legacy OEM EV promises and plans seem super fragile.

大众刚刚宣布，他们计划在三到四年内将一款售价低于3.5万美元的新能源车引入美国市场，表示他们不会缩减在美国的新能源车计划。大众计划在美国或墨西哥建造这款车，具体地点可能是田纳西州的查塔努加、墨西哥的普埃布拉或者他们计划为大众子公司斯考特新建的南卡罗来纳州装配厂。大众还在考虑本地化组装这款售价低于3.5万美元的新能源车的电池组，以符合《个人退休账户》的额外激励政策要求。此外，这篇文章还提到了NEO公司是否会在2025年进入美国市场的争议。该公司的美国首席执行官表示，NEO需要在向北美市场引入新能源车之前建立基础设施，并且公司正在考虑任何形式的合作伙伴关系。我们知道，在三到四年的时间里，会发生很多变化，目前这些传统汽车制造商的新能源车承诺和计划似乎非常脆弱。

Here we have an update on the UAW tentative contracts, but specifically for these joint battery factories. Battery workers will be paid a top rate of just under $31 an hour at the Altium site in Ohio. Stellantis battery plans will also receive 75% of the auto production pay, but at this point, it's still unclear how it's going to work for Ford. It sounds like the UAW is going to be successful at bringing the employees at these joint battery factories under the main agreement for the UAW. However, they're going to wait until 2028 to start negotiating on higher pay for these workers. The next round of talks are set to be in 2028. With Altium at a top rate of $31 an hour, they're saying Ford might be as high as 37.50 an hour. This all may end up in a two-tier system, part of what the UAW is trying to get rid of, but at least for the next few years, it could be one tier being a battery employee tier and the other for ICE.

这里有有关UAW（美国汽车工人联合会）暂定合同的最新消息，但特别是针对这些联合电池工厂。在俄亥俄州的Altium工厂，电池工人的最高工资将接近31美元/小时。Stellantis（斯泰兰蒂斯）的电池计划也将获得汽车生产工资的75％，但目前尚不清楚这对于福特来说将如何实施。看起来UAW将成功将这些联合电池工厂的员工纳入UAW的主要协议之下。然而，他们将等到2028年开始就这些工人的更高薪酬进行谈判。下一轮谈判定于2028年进行。根据Altium的最高工资31美元/小时，他们说福特的工资可能高达37.50美元/小时。这可能最终导致一个双层制度，这正是UAW试图消除的一部分，但至少在未来几年，可能会有一个电池员工层和另一个内燃机员工层。

Remember, no video from me tomorrow on Friday. You will hear from me again on Monday. Check out AG1 linked below. If you're interested, grab those freebies. Thank you if you do. Hope you guys have a wonderful and a safe weekend. 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.

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