Oh Elon / Tesla Under Attack / VW Weighs Huge Decisions ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my newest patrons, John G. and Isaac. Thank you for choosing to support the channel.

欢迎来到《通电世界》，我是你的主持人迪伦·卢米斯。给我的最新赞助者约翰·G和艾萨克致以衷心的赞扬。感谢你选择支持本频道。

Just in case you missed it, it does appear as though the Cybertruck Tano cover will be able to at least open if not close as well while in motion. There are some people out there now saying that steer by wire on the Cybertruck is all but confirmed. I'm not ready to go that far, but I am optimistic that the Cybertruck will have that feature.

万一你没有注意到，看起来Cybertruck的Tano覆盖物至少在运动中是可以打开的，甚至可能也可以关闭。目前有一些人声称Cybertruck上的电动转向系统已经几乎确定了。我还没有准备做出这样的断言，但我对Cybertruck有这个功能感到乐观。

Speaking of features, we're going to need our collective discernment here as over the weekend, Holmar said hey Elon or Tesla team, and I guess when customers might be able to try out FSD12, to which Elon said about two weeks. Whether this turns out to be an actual two weeks or six months, I think we should be expecting regressions may be in certain areas relative to FSD11, but as a whole and with time, we should all be very eager to see how FSD12 works in the real world on customer vehicles relative to past iterations.

说到功能，我们需要共同的洞察力。在周末，霍尔马对埃隆或特斯拉团队说，我猜客户何时能够尝试FSD12，而埃隆回答大约两周。无论结果是实际上的两周还是六个月，我认为我们应该预期在某些领域相对于FSD11可能会出现退步，但总体上，随着时间的推移，我们都非常渴望看到FSD12在真实世界中在客户车辆上的表现，相对于以往的版本。

In theory, FSD12 should behave very human-like given that it's trained on the best human drivers, and as Tesla continues to increase the amount of compute power that it actually has, FSD12 should learn and iterate much faster, given that there's effectively no human or heuristic code involved. It's worth keeping in mind at the end of August, Elon said hardware 4 software will lag hardware 3 by at least another 6 months, as Tesla's focus was on getting FSD on hardware 3 working well and provided internationally. Elon then confirmed a real 6 months, maybe less, which would have taken us to February. You may recall though, about two days after this post, FSD actually rolled out to hardware 4 vehicles.

从理论上讲，FSD12应该表现得很像人类驾驶员，因为它是基于最优秀的人类驾驶员训练的。而且，由于特斯拉继续增加计算能力，FSD12应该能够更快地学习和迭代，因为实际上没有涉及人为或启发式代码。需要记住的是，在8月底，埃隆说硬件4的软件至少会比硬件3落后6个月，因为特斯拉的重点是让FSD在硬件3上良好运行并在全球范围内提供。然后埃隆确认了实际的6个月，可能更短，这将使我们到达2月份。不过，也许你还记得，在这篇帖子发布后的大约两天，FSD实际上已经在硬件4的车辆上推出了。

To me, it does seem like this response from Elon is a form of trolling, it's the ongoing joke in the Tesla community, and oftentimes with whole Mars about two weeks turning into two months or two years. However, I have to say in about two weeks is the Cybertruck launch, so maybe Cybertruck rolls out with FSD12 for customer deliveries, because those initial deliveries will go to trusted entities or employees at Tesla. Timelines like this are always subject to change, but FSD12 has been operating in shadow mode as far as we know, so if that's been going well for the past few weeks then maybe we do actually see this with the first Cybertruck deliveries. With that said, I will not be holding my breath, but what do you guys think?

对我来说，埃隆的回应似乎是某种调侃，这是特斯拉社区一直在开的一个玩笑，经常出现的情况是“火星行”两周变成两个月或两年。不过，我必须说，大约两周后将会举行Cybertruck发布会，所以也许Cybertruck推出时会配备FSD12用于客户交付，因为最初的交付将会交给特斯拉的可信实体或员工。这样的时间安排总是会有变动，但据我们所知，FSD12一直在暗影模式下运行，所以如果在过去的几周中一切顺利，也许我们真的能在第一批Cybertruck交付时看到这一点。话虽如此，我不会对此抱有太大期望，但你们觉得呢？

We're not going to dive into this one because I'm not sure how prevalent this problem really is specifically with the Model 3, but if you're somebody that owns one and your Model 3 has smelled and you haven't figured out why, this video may be able to help. The TLDW, this duct has a drainage port in the bottom that leads to where some cabin filters are, and when the vehicle sucks air into the cabin sometimes forcefully, water can actually get onto those filters. So just in case any of you are experiencing this problem, this video should be very helpful and will be below.

我们不会深入探讨这个问题，因为我不确定这个问题在Model 3上究竟有多普遍，但如果你是那些拥有Model 3但不知道为什么有异味的人，这个视频可能能帮到你。简单来说，这个管道底部有一个排水口，通向一些风滤器所在的位置，当车辆吸入车内空气时，有时会强烈吸入水分到这些滤器上。所以如果你们中有人遇到这个问题，这个视频应该非常有帮助，链接在下方。

For those of you interested in service mode, the .38 update adds a new menu for brake service. This menu will also show your wheel speed readout from the sensors. Tesla continually giving more access to the DIY community. Supercharge.info is now telling us Tesla has 200 supercharging sites in Canada, the first one they opened back in 2014. With each location having around 10 stalls, that's about 2000 stalls across Canada.

对于那些对维修模式感兴趣的人，.38更新增加了一个新的刹车维修菜单。该菜单还将显示来自传感器的轮速读数。特斯拉不断为DIY社区提供更多的支持。Supercharge.info现在告诉我们，特斯拉在加拿大有200个超级充电站，第一个充电站是在2014年开放的。每个充电站大约有10个充电桩，这意味着加拿大共有大约2000个充电桩。

Do you guys remember this headline from a few weeks ago? Tesla to face EU anti subsidy probe over China exports. At the time, the story was that Tesla fans should want Tesla to be left out of this probe because any companies that were going to be involved in it may likely face counter tariff measures from the EU to try to level the playing field for European automakers compared to those cars coming from China. Fast forward to today and we have this article from Politico and at the end I'll try to explain what's going on but let's go through what they say.

你们还记得几周前的这个标题吗？特斯拉将因中国出口而面临欧盟反补贴调查。当时的报道是特斯拉的粉丝们应该希望特斯拉被排除在这个调查之外，因为任何参与其中的公司都可能面临欧盟的对等关税措施，以期为欧洲汽车制造商与来自中国的汽车之间实现公平竞争。快进到今天，我们有了Politico的这篇文章，我将尽量解释一下正在发生的事情，但让我们先看看他们所说的内容。

Tesla has now been excluded from the EU Commission's list of companies that are being examined in this subsidy probe. That's despite Tesla by far being the biggest exporter of EVs from China into Europe.

特斯拉现已被排除在欧盟委员会对补贴调查中被审查的公司名单之外。尽管特斯拉远远是中国出口到欧洲最大的电动汽车制造商，但他们并未纳入此次调查范围。

As lawyers are now saying after it's been excluded, Tesla could now find itself unfairly targeted by countervailing duties imposed on the basis of Chinese subsidies awarded to other companies.

如今律师们纷纷表示，如果特斯拉被排除在外，它可能会发现自己因中国对其他公司发放的补贴而面临不公平的反补贴税的打击。

For now, this probe is only going to be focused on BYD, SAIC, and GILI. A legal response says the commission's decision to exclude from the sample by far the largest exporting producer is entirely unprecedented and untenable. Putting its entirely unreasonable not to include Tesla, given it exports more than the three selected firms to Europe.

目前，此次调查仅将重点放在比亚迪、上汽以及吉利这三家公司上。一份法律回应指出，委员会决定排除迄今为止最大的出口生产商，这是完全前所未有且站不住脚的。鉴于特斯拉向欧洲的出口超过了这三家选定公司，不将特斯拉纳入样本中是完全不合理的。

In the first half of this year, Tesla accounted for 39% of all EV exports from China. So why would Tesla want to be included? They're saying the range of companies included in the sample helps determine the level of subsequent countervailing duties. AKA what any future level of tariffs against these Chinese or other companies will actually be to level the playing field for the Europeans.

在今年上半年，特斯拉占中国所有电动汽车出口的39%。那么为什么特斯拉想要被包括在内呢？他们表示，样本中包含的公司范围有助于确定随后的反补贴税的水平。也就是说，对这些中国或其他公司的任何未来关税水平将真正为欧洲市场营造公平竞争环境。

If the commission finds proof of subsidies for the three companies they're looking into, it'll calculate an average extra duty that will apply to all imports of EVs coming from China, even those like Tesla that were not part of the sample. And they say non-sampled companies, presumably any companies not BYD, SAIC or GILI, get a weighted average of the individual duties. So if I'm reading this correctly, it sounds like whether Tesla's included in the probe or not, they may eventually face some level of these counter-tariffs.

如果委员会发现了他们正在调查的这三家公司存在补贴的证据，他们将计算一个平均额外关税，适用于所有来自中国的电动汽车进口，即使像特斯拉这样的公司并不属于调查样本中。他们还表示，非样本公司（可能是不属于比亚迪、上汽或蔚来等公司的任何公司）将得到个别关税的加权平均值。因此，如果我理解得正确，无论特斯拉是否被纳入调查，他们最终可能都将面临某种程度的这些反关税。

So the only reason it would make sense for Tesla to actually be upset they were not included is if their inclusion would change the ultimate level of those tariffs they may face. The EU Commission is saying that their selection of those three companies was on the basis of their export volume, which leaving out Tesla wouldn't make any sense, but also other information including their eligibility for subsidies.

因此，特斯拉实际上感到不满的唯一原因是，如果他们被纳入其中会改变他们可能面临的最终关税水平。欧盟委员会表示，他们选择这三家公司是基于其出口量的基础，不包括特斯拉是毫无道理的，还有其他信息包括他们是否有资格获得补贴。

So at least to me right now, this makes it seem like Tesla's upset because if they were included that weighted average may be dragged down, meaning they have not received the same level of subsidies from the Chinese government that those other three companies have.

至少根据我目前的理解，这似乎表明特斯拉感到不满，因为如果他们被包括在内，这个加权平均值可能会下降，这意味着他们未获得与那三家公司同样级别的中国政府补贴。

Meaning if Tesla was included, that weighted average would be pulled down, meaning eventually they face lower counter-tariffs. Tesla's lawyers are now arguing that previous investigations explicitly refused to rely on criteria other than the export volume. An auto analyst said it's understandable Tesla would be bitterly disappointed, think of it as an economic collective punishment.

如果包括特斯拉的话，这个加权平均值会被拉低，意味着他们最终将面临更低的反制关税。特斯拉的律师现在正在争辩说以往的调查明确拒绝依赖出口量以外的标准。一位汽车分析师表示，特斯拉感到非常失望可以理解，可以把它看作是一种经济上的集体惩罚。

He then posed the argument that the EU making Tesla's Chinese-produced cars more expensive when they import could force it to expand production in Europe, developing to create some much-needed jobs in Europe. This would be a call to Tesla to shift European Model 3 production from China to Europe.

他随后提出的论点是，欧盟在进口特斯拉中国生产的汽车时加价可能会迫使其在欧洲扩大生产，以便创造一些急需的就业机会。这将呼吁特斯拉将欧洲版Model 3的生产从中国转移到欧洲。

This last bit, of course, is more speculation than anything else, and we just heard that Tesla already has plans to make the $25,000 vehicle at Gigabirlin. In summary, Tesla is currently being left out of this EU probe. They're upset because had they been included, those potential counter-tariffs may have been lower because Tesla has not been receiving the same level of subsidies as those other three companies.

当然，最后一段无疑更多是推测，我们刚刚听说特斯拉已经计划在基加比林生产价值2.5万美元的车辆。总之，特斯拉当前并未被纳入欧盟调查范围。他们感到不满，因为如果被纳入调查，这些潜在的反制关税可能会更低，因为特斯拉并未像其他三家公司一样获得同样程度的补贴。

And if Tesla's lawyers are correct that leaving Tesla out in something like this doesn't really have any historical precedent, this then becomes a thinly veiled way for the EU to try to slow Tesla down in the European market. And yes, this would slow down other Chinese EV makers importing into the EU, but it would effectively be punishing Tesla for the sins of these other three Chinese EV companies benefits Tesla has not even been receiving.

如果特斯拉的律师们正确，认为在像这样的事情中不给予特斯拉任何历史先例，那么这就成为了欧盟试图在欧洲市场上遏制特斯拉的一种隐晦方式。是的，这将会减缓其他中国电动汽车制造商进口欧盟市场的速度，但这实际上是在因这其他三家中国电动汽车公司的罪过而惩罚特斯拉，而这三家公司的好处特斯拉甚至没有参与到。

There was a lot of chatter over the weekend about some terms and conditions being updated for Tesla when it comes to the Cybertruck. Specifically in the first year of ownership, you would not be able to resell your Cybertruck unless you gave Tesla written notice first and they gave you written notice back that it was okay with Tesla having the ability to buy it from you allowing for a bit of depreciation.

在上周末，有关特斯拉在Cybertruck上更新了一些条款和条件的传闻一时议论纷纷。具体而言，在拥有Cybertruck的首年，除非你提前书面通知特斯拉并且他们回复书面通知称同意特斯拉有权从你手中购买，否则你将无法将其转售，这样可以让车辆有一定的价值降低。

And anybody that does not comply, Tesla could come after you for $50,000 and they have the right to never sell you a Tesla again. Here's the deal though, I went back and pulled the actual terms and conditions directly from Tesla and that Cybertruck portion is now gone unless I'm missing something.

任何不遵守此规定的人，特斯拉可能会追讨你5万美元，并且有权永远不再向你销售特斯拉汽车。但是，事实是，我已经查阅了特斯拉的实际条款和条件，发现Cybertruck相关的内容现已消失，除非我漏看了什么。

In the version I'm seeing they do have a section about no resellers but again nothing at all specific to Cybertruck. Here are the terms and conditions that were shared on X over the weekend and as you can see it was right after that section no resellers where it had this part 4 Cybertruck only. But again for me pulling this document right now from the Tesla website it does not have that Cybertruck section and I've tried it 5 or 6 different ways. If this is still true why would Tesla do this? Well one their production constrained. Since the demand is going to be high and the supply is going to be low, Tesla doesn't want people buying cars, flipping them for a profit and then having the customer pocket that difference rather than Tesla. 2. There are also plenty of people that have more than one Cybertruck reservation so if they were planning to flip their vehicle for a profit now they won't be able to do that so the reservation number may shrink down to more of an actual number they need to produce. As far as legality goes I'm not a lawyer but I do know that other companies have tried to do something similar. Most recently GM tried to do this exact same thing with the Hummer. I'll certainly keep an eye on this discrepancy but again let me know what you guys are seeing.

在我所看到的版本中，确实有一节关于禁止转售的内容，但是并没有具体指明Cybertruck。以下是上周末在X上分享的条款和条件，请注意，就在禁止转售的那一节之后，有关Cybertruck的部分出现在第4节的位置。但是从特斯拉的网站上下载此文件时，并没有包含Cybertruck的部分，我尝试了五六种不同的方式。如果这个说法仍然成立，特斯拉为什么要这样做呢？原因之一是他们的生产能力有限。由于需求很高，供应很低，特斯拉不希望人们购买汽车后将其翻转获利，然后客户将这种差价放入自己的口袋而非特斯拉。其次，许多人都预订了多辆Cybertruck，所以如果他们计划炒卖车辆获利，那么现在他们将无法做到这一点，因此预订数量可能会减少到实际需要生产的数量。至于法律方面，我不是律师，但我知道其他公司也曾尝试类似的做法。最近，通用汽车尝试用同样的方法对待了悍马。我将继续关注这一矛盾之处，但请告诉我你们看到的情况。

Tesla's newest business line is now expanding as we have EG group looking to buy superchargers from Tesla to roll out their own branded fleet across the UK and Europe. The chargers will be branded EV point and not supercharger but they will be open to all drivers not just for Tesla vehicles, they will support the plug and charge protocol making things seamless and easy, they do expect to have some of these rolling out before the end of the year. This is now the first deal of its kind entered into by Tesla with a third party charge point operator in Europe and this EG company installed their first EV charger back in 2012. EG's strategy officer said they have 600 chargers across 189 sites already deployed. This EG group does a lot more than just refueling and EV chargers, they own a lot of retail and convenience stores among other things as well. They are one of Europe's fastest growing EV charging networks with access to more than 3500 roadside retail sites. Another article said all EV point chargers are supplied by 100% renewable energy. You would think this is due to solar on location but some of these companies have been marketing things like this but they are actually buying renewable credits from other companies to offset their emissions. Unfortunately though they did not say anything about the contract amount, how many superchargers Tesla would supply and what value this deal would be worth. Typically when figures are left out it's because they are not that big and given that EV point and EG group overall is still relatively early in the EV charging space, this deal is probably not massive. However the first domino has to fall in the EU and the UK and this is that domino. I really hope in time we get some more clarity on what this deal will look like for Tesla, we know there will be some level of hardware margin on the sale but could Tesla have some recurring revenue when it comes to allowing these companies to integrate with the Tesla network when it comes to these locations showing up on in car navigation, on their apps and of course when the customers are paying for that electricity that's supplied by Tesla hardware.

特斯拉最新的业务线正在扩展，因为EG Group计划从特斯拉购买超级充电器，以在英国和欧洲推出自己的品牌车队。这些充电器将被命名为EV点，而不是超级充电器，但它们将对所有驾驶员开放，而不仅仅是特斯拉车辆，它们将支持插拔充电协议，使一切变得无缝和方便，他们预计今年年底之前将会有一些充电器投入使用。这是特斯拉与欧洲第三方充电站运营商进行的第一笔这样的交易，该EG公司于2012年安装了他们的第一个电动车充电器。EG的战略官表示，他们已经在189个地点部署了600个充电器。EG集团不仅仅提供加油和电动车充电器服务，他们还拥有许多零售和便利店等其他业务。他们是欧洲增长最快的电动车充电网络之一，可访问超过3500个道路旁边的零售站点。另一篇文章称，所有的EV点充电器都由100％的可再生能源供电。你会认为这是由于现场太阳能发电，但一些公司市场营销时会宣传这样的事情，但实际上他们是从其他公司购买可再生能源积分来抵消他们的排放量。不幸的是，他们并未透露合同金额，特斯拉将提供多少超级充电器以及这笔交易的价值。通常当数据被省略时，是因为数据并不是很大，并且考虑到EV点和EG集团整体来说仍处于电动车充电领域的早期阶段，这笔交易可能并不巨大。然而，在欧盟和英国，第一颗多米诺骨牌必须倒下，而这就是那个骨牌。我真的希望在以后能够更加清楚地了解这笔交易对于特斯拉来说意味着什么，我们知道销售中将会有一定的硬件利润，但特斯拉在允许这些公司与特斯拉网络集成时是否有一些重复收入，例如这些站点能够在车载导航、应用程序和当客户为特斯拉硬件提供的电力付费时显示出来。

I bet a few of you will remember this, back toward the end of 2021 Herbert Deese was warning that if VW slowed its transition to EVs it could cost the company 30,000 jobs. Fast forward to today and we have this report from Electro Auto News saying that VW leadership will be having a meeting this Friday the 17th, they're discussing the possible reduction of up to 20,000 jobs. These reduction options are being discussed very controversially internally. They're saying this may be one of the most important supervisory board meetings in the past three decades.

我打赌你们中的一些人会记得，2021年底时，赫伯特·迪斯警告说，如果大众汽车减缓转型至电动汽车，可能会导致公司损失3万个工作岗位。现在快进到今天，我们有了Electro Auto News的一份报告，称大众汽车领导层将于本周五17日举行会议，讨论可能减少多达2万个工作岗位的事宜。这些减少岗位的选项在内部引发了争议。他们表示，这可能是过去三十年来最重要的监事会会议之一。

VW has laid out its goal of increasing their operating profit margin to 6.5% by 2026. For context in Q3 of this year, Tesla's operating profit after coming down pretty significantly still sits at 7.6%. We do have a VW spokesperson saying that this information is incorrect, such a number that 20,000 job cut has no basis. As we've learned though where there's smoke there's usually fire.

大众汽车已经明确了他们的目标，即到2026年将经营利润率提高到6.5%。为了提供背景信息，今年第三季度，尽管下降了很多，特斯拉的经营利润率仍然为7.6%。我们确实有一位大众汽车发言人表示这个信息是不正确的，关于裁员2万人的数字是没有依据的。尽管如此，我们已经了解到，有烟就有火的道理。

A VW exec has said they want to cut the excessive number of committees and decision-making levels at VW in order to enable faster decisions. They also want to reduce the average duration of the product development process for new car models from 54 down to 36 months. Several VW execs said after a brutally honest analysis, the bottom line is VW has at least one vehicle factory too many but the closure of a larger factory is unlikely in the foreseeable future. Why? Because we've talked about in the past, none of these legacy CEOs want to be the ones making the tough decisions while they're at the helm. However, VW management has said it won't work meaning the cost cuts and hitting their goals just through price increases and savings on purchases.

大众汽车一位高管表示，他们希望削减大众汽车过多的委员会和决策层级，以便能够做出更快的决策。他们还希望将新车型产品开发过程的平均持续时间从54个月缩短到36个月。几位大众汽车高管在进行了彻底诚实的分析后表示，归根结底，大众汽车至少有一个过多的车辆工厂，但在可预见的将来，关闭一个较大的工厂是不太可能的。为什么呢？因为我们在过去的讨论中已经提到过，这些传统CEO都不愿意在他们任内做出艰难的决策。然而，大众汽车管理层表示，仅通过价格上涨和采购节省就无法实现成本削减和达到他们的目标。

Then we have somebody with insight to the situation saying the figure of 20,000 is still far too low. Despite these VW advisory board conversations happening behind closed doors, they said the conversations are often quite loud, sometimes even strong shouting. So in the next few weeks, we may be getting some pretty big announcements from VW.

接下来，我们有一些了解情况的人表示，2万是远远不够的数字。尽管大众汽车的董事会会议是在闭门会议中举行的，但是他们说这些会议通常相当嘈杂，有时甚至会有激烈争吵。因此，在接下来的几周里，我们可能会从大众汽车听到一些相当重大的公告。

Along similar lines, we have Reuters jumping on the bandwagon of the EV demand is slowing. Now they're talking about that happening in Europe. They did say VW's EV order intake was half of what it was last year. The head of a car dealership said the main problem is uncertainty. Many assume the technology will improve and they'd rather wait 3 years for the next model than buy a vehicle now that will quickly lose value.

同样的，路透社也加入了电动汽车需求正在放缓的行列。现在他们谈论的是欧洲出现这种情况。他们确实表示，大众的电动汽车订单量是去年的一半。一家汽车经销商的负责人表示，主要问题是不确定性。很多人认为技术会改进，他们宁愿等待3年购买下一款车型，也不愿现在购买一辆很快就会贬值的车辆。

Last week, the car dealership guy on X said that Tesla started listing new vehicles on cars.com. Then with the response you have to laugh at, Elon said, first I've heard of this seems odd. Here's the deal though. If you go to cars.com and look for new Tesla vehicles, there are indeed some listed. However, when you actually scroll down and then click to order now, it just takes you to the Tesla website. Then in the URL on this page, it has a third party campaign almost like it's affiliate marketing. So, was cars.com trying to abuse the referral program or were they just looking to get some free traffic to their website? At least for now, I do want to say this does not have to be coming directly from Tesla, it could be strictly from cars.com on their own. Still I have more reliable and clear info on what's going on here. I'll withhold any commentary.

上周,某个汽车经销商在X上说特斯拉开始在cars.com上列出新车。然后对于这个回答，埃隆说，这是我第一次听说，感觉很奇怪。然而，事实是，如果你去cars.com上寻找新特斯拉车辆，确实有一些列出来。然而，当你真正往下滚动并点击立即订购时，它只会将你带到特斯拉的网站。然后在此页面的URL上，有一个第三方的广告活动，有点像联盟营销。那么，是cars.com试图滥用推荐计划呢，还是他们只是想获得一些免费流量到他们的网站？至少目前我要说的是，这不一定是直接来自特斯拉，可能完全是cars.com自己的行为。不过，我还有更可靠和清楚的信息来解释这里发生了什么。我会保留任何评论。

Luca on X, our new resident gigapress expert, has said that Tesla has ordered 3 9000-ton gigapresses for Cybertruck. The word right now, one of these gigapresses is up and running at Texas. The second one should be up and ready by Q1 2024, and the third one is still to be built. Joe Tett-Mayer shared some images of plenty of Cybertruck castings at Gigatexas, and I believe once they have that second gigapress operational Q1 of next year, that would mean they would use one for the front castings and one for the rear. That according to Luca's sources.

我们新加入的卢卡是我们的千吨级压铸机专家，他表示特斯拉已经为Cybertruck订单了三台吨级压铸机。目前，其中一台压铸机已经在德克萨斯州投产。第二台预计在2024年第一季度投产，第三台还在建设中。乔·泰特-梅尔在Gigatexas分享了许多Cybertruck的铸件照片，我相信一旦他们在明年第一季度投产第二台压铸机，他们将会用一台制造前部铸件，另一台制造后部铸件。这是根据卢卡的消息来源所说的。

A quick word on the Tesla, Sweden, strike, I am in touch with some people in Sweden right now that may have some insight into the situation. I'm working on talking to them, no promises but I'll see what I can do. I did want to share this post about fears growing for Tesla owners in Sweden thinking that Tesla may actually leave them and leave Sweden altogether. And yes, while I do think this is on the table, I'm not ready to say it's a likely outcome.

关于特斯拉和瑞典罢工的一点说明，我现在正在与一些瑞典的人保持联系，他们可能对这种情况有一些了解。我正在努力与他们交谈，虽然不能保证什么，但我会尽力而为。我想分享一下关于瑞典特斯拉车主越来越担心特斯拉可能真的离开他们，甚至离开瑞典的这篇帖子。是的，虽然我确实认为这是有可能的，但我还不敢说这是最有可能的结果。

They'll start producing battery-grade lithium on site as soon as 2027, and by 2030 they want to have enough for 1 million EVs per year. They said discussions with potential customers are ongoing. I was able to find another article that said Exxon has held talks with Tesla, Ford, and VW. Exxon will use drilling techniques used in oil and gas extraction to access saltwater reservoirs rich in lithium that are 10,000 feet below the ground. The lithium will be separated from the saltwater and turned into lithium or refined on site.

他们将在2027年开始在工厂内生产电池级锂，并计划到2030年每年生产足够1百万辆电动汽车所需的锂。他们表示正在与潜在客户进行讨论。我找到了另一篇文章称埃克森已经与特斯拉、福特和大众进行了会谈。埃克森将使用在石油和天然气开采中使用的钻探技术来获取地下10,000英尺深处富含锂的盐水储层。锂将与盐水分离，并在现场加工成锂产品或进行精细化处理。

We talked about many times in the past. Right now the US only has one commercial-scale lithium production in operation in Nevada. Ars Technica reported Exxon would use direct lithium extraction on the brine as opposed to evaporating in ponds. The more lithium production in the United States the better and potentially a new supplier domestically for Tesla.

我们过去多次谈论过这个问题。目前，美国只有内华达州有一个商业规模的锂生产正在运作。《Ars Technica》报道称，埃克森将使用直接锂提取技术而非在池塘中蒸发。美国拥有更多的锂生产能力将会更好，也有可能成为特斯拉在国内的新供应商。

A quick blurb on the Tesla India situation the Financial Times is now reporting that the tariff concessions that Tesla and all companies may receive would have some kind of sunset clause meaning they would not last into perpetuity and potentially they would only last for a few years. It should be obvious by now but India is pretty serious about protecting its local players. However it appears as though Elon will visit India this week when he was originally scheduled to do that next year. If you've been following along the drum beat for Tesla India has been pretty steady over the past few weeks and with this visit maybe they're a lot closer to coming to a deal than the media would lead on. Both sides will be negotiating and posturing publicly but in the next few weeks maybe we get an announcement.

英国《金融时报》现在报道称，特斯拉和所有公司可能获得的关税优惠将会有一种失效条款，这意味着它们不会永久存在，可能只会持续几年。现在应该很明显了，印度非常注重保护本土企业。然而，看起来埃隆将在本周访问印度，原计划是在明年才进行。如果你一直在关注特斯拉进入印度的消息，过去几个星期一直都很稳定，通过这次访问，也许他们离达成协议的距离比媒体所报道的要近得多。双方将公开进行谈判和姿态，但在接下来的几周，也许我们会听到一项宣布。

We have Parker's A Company from the UK with their new car awards for 2024. The car of the year went to the MG4 EV. But Tesla is not going home empty handed as they won the best company car. There's nothing in this write up that would be new for us here and of course if the Model Y's the best selling car in the world you would expect it to win a few awards along the way.

我们有来自英国的帕克公司的新车奖项。年度汽车奖项被授予MG4 EV。但特斯拉也没有空手而归，他们赢得了最佳公司车奖。这篇报道对我们来说没有什么新鲜的内容，当然，如果Model Y是世界上最畅销的车型，你会期望它在过程中赢得一些奖项。

Joe Biden and the Indo-Nesian President Joe Koawidodo will be meeting today kicking off preliminary talks toward a critical minerals agreement. We've discussed this previously they're going over a limited free trade agreement. Why this matters when it comes to the inflation reduction act part of the requirements have to do with sourcing minerals from companies either in the US or with whom the US has a free trade agreement with. Yes, talks have begun but these negotiations could take months if not years. Indonesia is known for its nickel industry but people have been complaining that a lot of that industry is actually driven by Chinese companies both when it comes to mining and refining. And the whole point of the IRA in the first place was to reduce our dependence on China. We'll see how the negotiations go.

乔·拜登和印度尼西亚总统乔·柯阿威多多将在今天会面，开始初步讨论重要矿物协议。我们之前已经讨论过，他们正在进行有限自由贸易协议的讨论。为什么这一点很重要呢？因为通胀减少法案的一部分要求是从美国公司或与美国签有自由贸易协议的公司采购矿物质。是的，谈判已经开始，但这些谈判可能需要数月甚至数年时间。印度尼西亚以其镍工业而闻名，但人们抱怨说很多这个行业实际上是由中国公司主导的，无论是在采矿还是在精炼方面。而“通胀减少法案”首要目标就是减少我们对中国的依赖。我们将看看谈判的进展如何。

Good news for Vivian after months of back and forth and a lot of pushback they finally got official approval for their R2 factory in Georgia. They also announced a new apprenticeship program which will be a two year in depth training to start hiring people for this site. Construction at the new facility should start early 2024.

好消息！经过数月来的来来回回和大量的阻力，Vivian 终于正式获得了在乔治亚州建设其 R2 工厂的批准。他们还宣布了一个新的学徒计划，该计划为期两年，将进行深入培训，以开始招聘该工厂的员工。新设施的建设预计将于 2024 年初开始。

Another sign of the times one here we have BMW this month building its last combustion engine in Germany after 60 years of operation. The site will be converted for the production of EVs. Today, Hyundai broke ground on a one and a half billion dollar plant dedicated to making EVs in South Korea. They're aiming for mass production of vehicles from the plant in Q1 2026. The factory will have an annual capacity of 200,000 units and the first model to be built an SUV from Genesis.

时代的又一个迹象就在这里，BMW本月在德国结束了60年的内燃机生产，该工厂即将转型为电动车的生产基地。同时，今天，现代汽车在韩国奠基一座耗资15亿美元、专用于生产电动车的工厂。他们计划在2026年第一季度开始从该工厂大规模生产车辆。该工厂的年产能将达到20万辆，第一款车型将是起亚的SUV。

A storyline to watch in the Chinese EV market there are plenty of companies not just in the auto industry but tech companies looking to get involved, kind of throwing things at the wall and just seeing what sticks before the ultimate consolidation happens.

在中国电动汽车市场上，有很多公司不仅限于汽车行业，还包括科技公司都希望参与其中，这让人们可以观察到一条有趣的故事情节。它们在不确定最终整合之前，试图尝试各种方法，看看哪些有效。

We have Huawei who is well known for making smartphones and other tech in the Chinese world looking to become an auto supplier specializing in tech like car operating systems and assisted driving. They've already partnered with at least five automakers to launch EVs. Huawei wants to get its tech into as many platforms as possible so that when the market eventually consolidates it's partnering with as many survivors as possible.

我们拥有华为，华为以制造智能手机和其他科技产品而在中国世界著名，他们希望成为一家专注于汽车操作系统和辅助驾驶技术的汽车供应商。他们已经与至少五家汽车制造商合作推出了电动汽车。华为希望将其技术广泛应用于尽可能多的平台上，以便在市场最终整合时，与尽可能多的生存者合作。

Volvo just released its EM90 but it's targeted at the Chinese market so we're not going to dive in too far unless we get an announcement that eventually it'll make it to the states. Volvo is of course under the parent GLE corporate umbrella so this vehicle is going to share a platform and a powertrain with the electric ZEAKER 009.

沃尔沃刚刚发布了EM90，但它主要面向中国市场，所以除非我们得到一个最终它将进入美国市场的宣布，否则我们不会深入研究它。当然，沃尔沃是属于GLE集团的一部分，所以这款车将与电动车ZEAKER 009共享平台和动力系统。

Previously, Polestar had said that their upcoming 6 was only going to be limited to 500 production units now they're saying they'll make as many as the demand warrants. Polestar also unveiled the final production version of the upcoming Polestar 5. They said their goal is to launch this vehicle in 2024. No pricing as of now.

此前，极星曾表示他们即将发布的6款车型只会限量生产500辆，现在他们表示将根据需求生产相应数量的车辆。此外，极星还公布了即将推出的5款车型的最终生产版本。他们表示目标是在2024年推出该车型，目前还未公布定价。

We have Stellantis offering buyouts to roughly half of its US salaried workers in a move to reduce headcount and cut costs for their transition to EVs. Employees will have until December 8th to accept these buyout offers.

Stellantis正在向其美国约一半的薪酬员工提供买断协议，以减少员工人数并为过渡至电动汽车降低成本。员工将有时间到12月8日接受这些买断的提议。

Today, NVIDIA announced its new chip the H200 after Tesla recently talked about setting up their cluster of H100s. This new chip should be available quarter to 2024 so we'll see next year if Tesla buys any of these.

今天，NVIDIA宣布其新芯片H200，此前特斯拉提及他们即将建立的H100群集。这款新芯片预计将于2024年第一季度推出，所以明年我们将看到特斯拉是否会购买其中任何一款。

I hope you guys have a wonderful day. 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.

希望你们今天过得愉快。你们可以在下方链接中找到我。如果你们喜欢这个视频，请给它点赞。非常感谢我的所有Patreon支持者。