Tesla Pricing Updates, Cybertruck Details, FSD Notes, Supercharging Partner
发布时间 2023-11-16 02:32:15 来源
摘要
Tesla stock on a tear as markets rise ➤ New Cybertruck details ahead of delivery event ➤ Tesla partners with EG Group on ...
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Hey everybody Rob Maurer here, welcome back to Tesla Daily. Let's catch up on over the last couple of days. We'll try to do that as efficiently as possible today. And we'll start off with the stock Tesla. Nice few days here, up to day 2.3% to close at $242.84 on the day. And Azdak up about a tenth of a percent on the day, so nice over performance. And we're up about 13% since I left on Friday. So more of a dramatic couple of days like I'm used to when I have to miss Tesla daily. So nice to see that, hopefully my return won't end the run, but apologies if that ends up in the case.
大家好，我是Rob Maurer，欢迎回到《特斯拉日报》。让我们来看看过去几天发生了什么。今天我们将尽可能高效地回顾一下。首先，我们来看看特斯拉股票。这几天表现不错，今天上涨了2.3%，收盘价为242.84美元。纳斯达克指数今天上涨了0.1%，所以特斯拉的表现更好。自从我上周五离开以来，我们上涨了大约13%。所以这几天比较激动人心，跟我错过《特斯拉日报》的时候一样。很高兴看到这样的表现，希望我的回归不会结束这一涨势，但如果是这样的话，请原谅。
So a couple things, you know, usually there's a lot of factors playing into the stock. A couple things I want to look at first, just macro items that we wanted to keep an eye on. The consumer price index and producer price index have been released over the last couple of days. We'll talk about PPI, which was this morning. You can see these came in way below expectations. These are probably the most significantly below expectation PPI numbers that we have seen for quite some time.
所以有几件事，你知道的，通常有许多因素影响股票。首先我想看一下几个宏观因素，这些是我们要密切关注的。消费者价格指数和生产者价格指数在过去几天已经发布。我们会讨论早上发布的生产者价格指数。你可以看到这些指数远低于预期。这可能是我们很长一段时间以来看到的生产者价格指数最显著低于预期的数据。
If we look at core, obviously there's a little bit more volatility in the headline number that includes food and energy. But core coming in flat month over month versus expectations of a 0.3% increase. You can see you over year plus 2.4% versus plus 2.7% expected. That's really, really close to the 2% target that the Fed has. So nice to see these numbers. And if we look at the impact and I guess quickly on CPI, those came in about 10 basis points below expectations as well. So a similar direction, not quite to the degree of magnitude that the PPI came in below expectations.
如果我们看一下核心数据，很明显包含食品和能源的总数会有一些波动。但核心数据的月度持平，与预期的0.3％增长相比。从年度数据来看，增长2.4％，而预期增长2.7％。这非常接近美联储的2％目标，看到这些数据真是好消息。如果我们看一下CPI的影响，它们也低于预期约10个基点。所以方向是相似的，只是幅度上没有PPI低于预期那么大。
And then if we look at interest rate expectations, so you can see 100% expectation for the next meeting in about four weeks to stay at the current interest rate. And more interestingly, if we look at rate expectation changes for the out periods, future meetings, you can see that those have almost entirely removed any expectation of a rate increase. And actually, when I was looking at it earlier today, there was completely zero's across the board for any increase for any of these periods of time.
然后，如果我们看一下利率预期，可以看到在接下来的四周内，有100%的预期当前利率将保持不变。更有趣的是，如果我们看一下未来会议的利率预期变化，可以看到几乎完全没有预期会有利率上调。事实上，当我今天早些时候查看时，所有时间段的利率增加预期都为零。
It looks like unfortunately, those have now gotten up a little bit from those zeros that I had seen before. But you can notice that for each of these time periods, compared to a week ago, expectations for increases have dropped no matter what period you're looking at. So for example, July, we're looking at here a week ago, a little bit of an expectation for an increase now, almost none at all. And for rates dropping by that period of time, increased expectations. So CPI and PPI helping support that and the market, I think it's pretty much decided that we've reached peak interest rates that may be having to do with some outperformance from auto stocks over the last few days, as that rates have a little bit more of an outsized impact in those areas as we've seen.
看起来，不幸的是，与之前的零相比，这些数字现在已经有所上升。但你可以注意到，在每个时间段里，与一周前相比，无论你看哪个时期，对增长的期望都有所下降。例如，在这里我们看到七月，一周前还有一点点对增长的预期，现在几乎没有了。而对于这段时间内利率下降的预期则有所增加。CPI（消费者价格指数）和PPI（生产者价格指数）有助于支持这一点，市场也基本上已经认定我们已经达到了利率峰值，这可能与近几天汽车股票的表现出色有关，因为我们已经看到利率在这些领域产生了一些超出预期的影响。
Alright, let's get into some Tesla news. Specifically, we've got quite a few updates on the Cybertruck or a handful of updates on the Cybertruck. Probably most significantly, a TikTok video that came from, I think, Texas town Tesla or something, Tesla town Texas on TikTok. A lot of T's there. But you can see a couple of things here. You can see how the door works. Actually, you're getting into the vehicle. So not sure exactly who this person is, but they say there's going to be 70 delivered later this month.
好的，让我们来谈谈一些特斯拉的新闻。具体来说，我们有关于Cybertruck的一些更新，或者说是关于Cybertruck的一些重要信息。其中最重要的可能是来自TikTok上特斯拉镇Texas的一个视频。我觉得是特斯拉镇Texas的TikTok账号发布的，有很多的“T”。但是你可以在视频中看到一些东西。你可以看到门的运作方式，进入车辆的方式。不确定这个人是谁，但他们说本月晚些时候将会有70辆交付。
And then most interestingly, if I can get this paused in the right spot, you can see a little bit of the screen, which actually shows us a little bit of detail on things like state of charge. And they actually had a trip planned in here, which might give us a little bit of a hint at range, at least for this vehicle, which caveat, this could be a prototype vehicle, not necessarily the product. The production trim that Tesla has in mind, though, based on the vehicle, it did look relatively recent, relatively finished.
而且最有趣的是，如果我能在正确的位置暂停，你可以看到屏幕的一点点，它实际上可以显示一些详细信息，如电池充电状态。而且他们实际上在这里计划了一次旅行，这可能会给我们一些关于续航的提示，至少对于这辆车来说，需要说明的是，这可能是一辆原型车，不一定是特斯拉计划中的成品车型。不过根据该车的外观来看，它看起来相对较新，相对完成。
So you can see 71% state of charge, 55 minutes remaining. Don't read too much into that because they do say the charge limit up to 100%. So generally, no one's really charging in that way, at least not frequently. So 29% in 55 minutes towards that back half of the charge curve, the back quarter of the charge curve. I don't know how significant that is or how much we can learn from that at this point.
所以你可以看到充电状态为71%，剩余时间为55分钟。不要对此过多解读，因为他们确实说可以充至100%。总的来说，并没有人经常以这种方式充电。所以，在这55分钟内，充电曲线的后半段，后一刻度的29%。我不知道这有多重要，或者我们能从目前这个阶段学到多少东西。
The more interesting detail is the trip that they have planned in here is for 16 miles, and it looks like that's planned to take the range from 71% to 65%. If you take 16 miles divided by 6%, you're going to get 267 miles for the full capacity. And of course, we don't know for this specific trip. Maybe someone can figure out where this is exactly going to. And things like elevation and speed and all that sort of stuff. So it doesn't give us a great estimate, but most likely this would be a vehicle that has somewhere around 300 miles of EPA range. You're probably not looking at something with 500 miles for this type of state of charge change over that amount of miles. But again, difficult without knowing more about the conditions to get something a little bit more precise than that.
较有趣的细节是他们在这里规划的旅行距离为16英里，看起来计划将电量从71%降至65%。如果将16英里除以6%，那么整个电池的容量将为267英里。当然，我们不知道这次具体的行程，也许有人可以找出确切的目的地，以及地形和速度等因素。因此，无法给出一个很精确的估计，但很可能这辆车的美国环保署（EPA）续航里程大约在300英里左右。对于这种程度的电量变化，你可能不会看到续航里程达到500英里的车辆。但是，需要更多关于环境条件的信息才能得出更精确的答案。
So interesting on that. And then probably the other detail here, aside from just the layout, which we have seen a little bit of before, it also says that 50 kilowatt hours have been added so far during this charge session. We don't know the starting point, so that doesn't tell us a whole lot. All it tells us is that if you, again, divide 50 kilowatt hours by 71% tells us that we're looking at a battery pack that's greater than 70 kilowatt hours, which again, basically tells us nothing because I think everyone knew that that would be the case already for the cyber truck.
太有趣了。除了我们之前已经看到的布局之外，可能还有其他一些细节。它还表示在这次充电过程中已经添加了50千瓦时的电量。我们不知道起始点，所以这并没有告诉我们很多东西。它仅告诉我们如果再次将50千瓦时除以71％，说明我们在看一块容量大于70千瓦时的电池组，但实际上这并没有给我们提供很多信息，因为我想每个人都已经知道这在Cybertruck上是这样的情况。
So nevertheless, some interesting things there from this video. Another interesting video from Bearded Tesla on X. A really nice shot, really close up here of four wheels steering in action, probably the best that we have seen so far. So I'll just play that. People can get a look at it. You can focus in on that rear wheel. And you can see how it is adjusting as they're reversing here. So probably again, the best shot that we have seen that four wheel steering in action so far.
因此，从这个视频中我们可以看到一些有趣的东西。Bearded Tesla在X车型上还有一个有趣的视频。在这里我们可以看到一个非常好的近距离拍摄，展示四轮转向的效果，可以说是我们迄今所见到的最好的。所以我会播放一下，大家可以看一下。你可以专注观察后轮的运动，可以看到它在倒车时的调整。所以这可能是迄今为止我们所看到的最好的四轮转向效果。
And then some drama over the last couple of days, I guess, about the order agreements for Tesla. There was previously a clause in here that it didn't prohibit resale of cyber truck for the first year, but it gave Tesla the right of refusal for a sale in the first year. Basically giving Tesla the option to buy that vehicle back at certain terms versus allowing customers to resell it within that first year. This has been removed. I know people have strong opinions kind of on both sides. So I don't really want to get into whole debate on that since we've got other things to cover.
过去几天发生了一些关于特斯拉订单协议的争议。之前的条款中并没有禁止在第一年内转售Cybertruck，但它给了特斯拉在第一年内拒绝销售的权利。基本上是让特斯拉有选择以特定条件回购该车辆，而不是允许客户在第一年内转售。现在这个条款已经被删除。我知道人们对此有不同的看法。所以我不想探讨这个问题，因为我们还有其他要讲的事情。
But nevertheless, Tesla has removed that at least at this point in time from the motor vehicle order agreement. Doesn't mean it can't return at some point when the cyber truck is actually shipping, but for now it has been removed. And then some other exciting news over the last couple of days, EG Group has agreed to a similar deal with Tesla for supercharger hardware like we saw about a week or two ago from BP.
然而，特斯拉已经从汽车订单协议中删除了这一条款，至少在目前这个时期是如此。不过这并不意味着Cybertruck实际运送时不会再次添加，但目前已经删除了。并且在过去几天内，EG集团已经同意与特斯拉签订类似的超级充电桩硬件协议，就像我们大约一两周前在BP看到的那样。
So with that deal, we talked about how this could be like we saw with the NACS adoption. Maybe a first domino for many other companies to announce similar deals like this. It could eventually be a very significant business or at least a pretty significant business for Tesla selling supercharger hardware. So this like the BP deal will be EG Group acquiring the hardware. They're going to brand it as EV point. You can kind of see a bit of that there. So, that's what that'll look like. It will support the plug and charge protocol.
因此，通过这个交易，我们讨论了这可能会像我们看到的NACS采用的情况一样。也许这是许多其他公司宣布类似交易的第一个多米诺骨牌。对于特斯拉来说，销售超级充电器硬件可能最终是一个非常重要的业务，或者至少是一个相当重要的业务。所以，像BP的交易一样，EG集团将收购硬件。他们将将其品牌化为EV point。您可以在这里看到一些。所以，那就是它的样子。它将支持插电充电协议。
So presumably you can just pull up and plug and charge like we're used to with Teslas at supercharger locations. And they do say that these will be rolling out before the end of the year. So again, very similar to the BP deal. I would imagine that these will eventually be included in Tesla navigation and planning and things like that. But the release talks a little bit about requirements for uptime like we had seen with BP. And just for some additional context on EG Group, they run a number of I think convenience stores and I guess petrol stations over in the UK.
所以可以假设你只需停下来，插上电源就能像我们在超级充电站习惯的那样充电。他们确实表示，在年底之前将推出这些功能。所以，与BP的交易非常相似。我想这些功能最终会包含在特斯拉的导航和计划中。但是公告中还提到了与BP类似的运行时间要求。关于EG集团的一些背景信息，他们在英国经营着一些我认为是便利店和汽油站。
They do about $25 billion a year in revenue. So a fairly significant sized company. And they do have plans to expand that they're charging infrastructure to more than 20,000 chargers in the future. So they're at 600 right now. I don't think it was specified anywhere exactly the dollar amount of this deal or the number of chargers. Of course, BP was for $100 million of chargers. But nevertheless, again, another step in expansion of this type of relationship for Tesla that I think we'll see more of in the future.
他们每年的收入约为250亿美元，所以是一家相当可观的大公司。并且他们计划将其充电基础设施扩展到超过20,000个充电器。目前只有600个。并没有明确指定此交易的金额或充电器数量。当然，英国石油公司愿意为1亿美元购买充电器。不过，这无论如何都是特斯拉扩展这类合作关系的又一步，我相信将来还会看到更多类似的合作。
All right. Next, we've got some price, price updates for Tesla. So first one here in the US Tesla has now added back inventory discounts. So you may remember back at the beginning of this quarter, they lowered prices on new vehicles, but removed all inventory discounts for Model 3 and Model Y. Except for demo vehicles, which there have always been an exception to new vehicle pricing. But now for new vehicles that are not demo vehicles for the Model 3, we have seen this return at the level of about $1,500 per car right now. This is something that probably will change in the future as Tesla just tries to clear, you know, find a clearing price for these cars. Especially for Model 3 as we wait for Highland to come over to the US, there's going to be pricing pressure, I think, on $1,000.
好的。接下来，我们将为特斯拉提供一些价格更新。首先，在美国，特斯拉现在已经重新添加了库存折扣。你可能还记得，在本季度初，他们降低了新车的价格，但是取消了Model 3和Model Y的所有库存折扣，除了展示车，这一直是新车定价的例外。但现在，对于不是展示车的新车型Model 3，我们看到这个折扣已经回归，每辆车大约为1,500美元。随着特斯拉试图找到这些车的清盘价，这个价格可能会在未来发生变化。特别是在我们等待海兰德进入美国市场的同时，我认为将会出现大约1,000美元的定价压力。
And then in China, we see a continuation of the small price increases that we had previously seen. So for the standard range versions, standard range versions or real wheel drive versions of the Model Y and the Model 3, those have now seen the same price increases that the long range version saw $2,500 RMB from the Model Y, about $330 or so. And 1,500 RMB for the Model 3 for the Highland, which is about $200. So not huge price increases, but still will be a little bit margin-accretive in the China market.
然后在中国，我们看到了此前小幅价格上涨的持续趋势。因此，对于Model Y和Model 3的标准续航版本、标准续航版本或后驱版本，现在已经出现了与长续航版本相同的价格上涨，对于Model Y来说是约2500元人民币（约330美元），对于Model 3来说是1500元人民币（约200美元），所以价格上涨并不是很大，但在中国市场上仍将有一定的利润增加。
Then we've also got updated China insured vehicle sales for the week of November 6th through November 12th. A little bit of a drop here week over week from 14,000 a week prior now to 12,700, so you can see on the graph here. I think about 5,000 or so of those were Highland. We're in the middle of the quarter right now. You can see there's been periods of time of volatility in previous quarters at this point, so not too concerned about it. I guess not concerned about it at all. Just kind of an interesting thing that will follow over the next few weeks, but right now, Tesla could be exporting and that'll impact the numbers that we're seeing for domestic sales, which these are.
我们还更新了中国保险车辆销售数据，时间范围是11月6日至11月12日。相比上周的每周销量14,000辆，这一周有所下跌，现在是12,700辆，你可以在图表中看到。我认为其中大约有5,000辆是Highland车型。我们现在处于季度中期，以前的季度也出现过波动期，所以对此并不太担心，甚至可以说一点都不担心。这只是一个有趣的事情，我们将在接下来的几周继续关注。但是现在，特斯拉可能正在进行出口，这将对我们看到的国内销售数据产生影响，而这些数据正是当前的数据。
We also have a few visits from heads of state for Tesla, maybe not heads of state, but foreign ministers. So here is the Commerce Minister of India visited three months recently, earlier this week. Unfortunately, Elon couldn't attend. He wishes Elon a speedy recovery. Not sure exactly what that was about. Elon did reply to this and said, it was an honor to have you visit Tesla. My apologies for not being able to travel to California today, but I look forward to meeting at a future date. So good to see this.
我们也接待了一些特斯拉的国家元首，也许不是元首，但是是外交部长。所以最近三个月，印度的商务部长来访了，就在本周早些时候。不幸的是，埃隆不能出席。他祝愿埃隆早日康复。对于具体情况不太确定。埃隆对此回复说，能够接待你的访问是我的荣幸。因为不能去加利福尼亚今天很抱歉，但是我期待在未来能够见面。真高兴看到这一切。
You know, we've of course heard a lot about India and what Tesla has planned there and the negotiations that are occurring. We've got a couple of updates on that first from financial times here. They say that officials are discussing reducing the tariff rate, which I think is 70 to 100% or something like that on imported vehicles. Down to maybe 15% for EVs at all prices. It's a little bit tiered for vehicle price in India for imports, but they're considering cutting that to 15% for a limited period of time, financial time said, and Bloomberg added a little bit more context on that saying that they're considering those tax cuts for periods of up to five years. So that would allow Tesla a little bit easier access to the market, kind of establish a brand, establish a foothold, some infrastructure and things like that, before having to go all out on building a factory potentially in India.
你知道，我们当然听说了很多关于印度以及特斯拉在那里的计划和正在进行的谈判。我们从《金融时报》这里得到了一些更新。他们说官员们正在讨论降低进口车辆的关税率，我想大概是70%到100%之类的。降到对于所有价格的电动汽车可能是15%左右。根据《金融时报》的说法，根据汽车价格在印度的进口是有一定分级的，但他们正在考虑将这个分级调整为15%的关税，持续有限的时间，而《彭博社》提供了更多的背景信息，说他们正在考虑将这些减税措施推行到长达五年的期限。这将使特斯拉更容易进入市场，建立品牌，建立立足点，建设一些基础设施等等，而不必马上在印度建厂。
And then we also had the Prime Minister of Thailand visit, I believe, let's see, also Fremont, and just shared his thoughts on that visit. Obviously, it looks like they're having a pretty good time there and standing on top of the cyber truck with Lars at Fremont.
然后，泰国总理也来访了，我相信是在弗里蒙特，并分享了他对那次访问的看法。显然，他们在那里度过了一段非常愉快的时光，并与弗里蒙特的拉斯一起站在Cybertruck的顶部。
Then we've got a couple of FSD things here. So first, FSD V12, Elon replied to a whole Mars post on this on X about the timeline. Any idea when customers might be able to try out FSD 12, Elon said about two weeks. So we don't know. Obviously, that's a little bit of a meme. We don't know if Elon is just memeing this or this is an actual timeline or maybe a combination of both, which could be, I don't want to speculate one way or the other.
那么我们这里有几个关于FSD的事情。首先，FSD V12，Elon回复了关于时间表的一个整个关于火星的帖子在X上。有没有想法客户何时可以尝试FSD 12，Elon说大约两周。所以我们不知道。显然，这有点像一个梗。我们不知道Elon是在开玩笑还是这是一个真实的时间表，或者可能是两者的结合，这可能是的，我不想猜测是哪种情况。
I think Tesla's trying to get this out kind of before the end of the year is what we had previously heard. So hopefully that still remains the case. This timeline would be awesome. This would correlate pretty closely with the cyber truck delivery event. I don't know if Tesla would want to sort of merge those and have it be two big things at once or maybe stagger them out. Or maybe Tesla just doesn't even think about that, which is probably the most likely. But we'll see on that.
我们之前听说，特斯拉想在年底之前推出这款产品。希望情况还是这样的。如果能按照这个时间表来进行，那将会非常棒。这将与Cybertruck的交付事件相互关联。我不知道特斯拉是否希望将这两个事件结合起来，让它们成为两个重要的事情，或者他们可能会分开它们进行。或许特斯拉甚至不会考虑这点，这可能是最有可能的情况。但我们拭目以待。
And it looks like we're getting a new version of version 11, an updated version of version 11. So 11.4.8 right now we're on 11.4 for hardware 4 or .7 for hardware 3 as the most recent versions. So whole Mars sharing some release notes here. I don't think any non-Tesla people have this yet, but we're not going to go through every single release note item. You can pause the video and look at these if you want to. But the most significant update seems to be what Tesla is calling a new efficient video module, which they say Let's see introduced a new efficient video module to the vehicle detection semantics, velocity and attributes networks that allowed for increased performance at lower latency.
看起来我们正在获得版本11的新版本，版本11的更新版本。所以现在我们的硬件4是11.4.8，硬件3是11.4或11.7，是最近的版本。所以整个Mars在这里分享一些发布说明。我不认为非特斯拉的人有这个，但我们不会逐个介绍每个发布说明。如果你想的话，你可以暂停视频并查看这些。但最重要的更新似乎是特斯拉称之为新的高效视频模块，他们说引入了一个新的高效视频模块到车辆检测语义，速度和属性网络中，从而在更低的延迟下提高性能。
This was achieved by creating a multi-layered hierarchical video module that caches intermediate computations to dramatically reduce the amount of compute that happens at any particular time. So obviously this is not the conversion over to full neural networks that we were, you know, we're waiting for with version 12. But it looks like Tesla taking some steps in the interim to, as it says here, improve performance and specifically efficiency and at lower latency. So then a number of other updates here have to do with that or Tesla more specifically calls out the improvements from the new video module on different performance areas.
通过创建一个多层次的分层视频模块，缓存中间计算，从而大幅降低在任何特定时间进行的计算量，从而实现了这一目标。所以显然这并不是我们等待的完全神经网络转换为全面神经网络（full neural networks）的版本12。但看起来特斯拉在此期间采取了一些措施，如它在这里所说，以提高性能，特别是效率和降低延迟。因此，这里的其他一些更新与此有关，或者特斯拉更具体地指出了这个新视频模块在不同性能方面的改进。
So interesting to see that. We'll, you know, keep an eye out for more extension of that into the customer fleet. But they do also talk about vision park assist looks like specifically for hardware for here, improving those predictions by 16% by leveraging 10 times more hardware for data. Of course, as more more hardware for vehicles are out there on the road collecting this data. So fun to see that. We'll keep an eye out for more info.
看到这个真是太有趣了。我们会继续关注此项在客户车队中的扩展。他们还谈到视觉停车辅助，似乎是针对此项硬件的，通过利用10倍更多的硬件来改进预测，提高16%。当然，随着更多车辆上路收集数据时，会有更多的硬件可用。看到这个真是太有趣了。我们会继续关注更多信息。
We've also got an update just on a sort of, I guess, a regulatory thing here. So Tesla had banned employees from wearing union shirts. That is, I guess, one way to put it. So the National Labor Relations Board said that that was not allowed. That ruling has been overturned by the Court of Appeals, Fifth Circuit Court. So this one, I don't think we need to spend much time on really highlighting this because we sometimes hear things from the National Labor Relations Board.
我们还有一则消息，关于一件类似于监管事项的事情。特斯拉禁止员工穿着工会衬衫，我想这是一种方式来表达。然而，国家劳工关系委员会表示这是不允许的。但现在，这个裁决被第五巡回法院推翻了。我想我们不需要花太多时间来强调这个问题，因为我们有时会听到一些来自国家劳工关系委员会的消息。
And I think sometimes people just take that to be something that is, you know, a ruling or something that is a requirement doesn't necessarily always end up being the case. In this specific instance, it's not so much about wearing union shirts specifically as applied to the letter of law, in my opinion. It's more about Tesla being able to enforce a dress code. And if the union shirts aren't falling within that dress code, then obviously it would make sense that they would not be allowed. Regardless of what specific message they share on them.
我认为有时候人们往往将某种规定或要求视为不可动摇的事实，但实际并不总是如此。在这个特定的情况下，我认为重点不是穿着工会衫本身，而是特斯拉能够实施着装规定。如果工会衫不符合公司的着装规定，那么显然是不允许穿的。无论上面印着什么具体信息。
So trying to allow that as an exclusion from a dress code sets a pretty difficult precedent for dress codes in general, which, my opinion, is that companies should be able to make those decisions. So in any rate, that's the update on that ruling. Quick update on Giga Mexico as well. Obviously things are probably still moving slowly, but Adrian, CG on X, occasionally does drone flowers of the property out there and did see a little bit of movement. There's an old structure here that looks like some one individual was getting to work on starting to tear down. It looks like so not much, but maybe a little bit of movement there for Giga Mexico.
因此，试图将此作为服装规定的例外情况，为整个服装规定设立了一个相当困难的先例，我的观点是，公司应该有能力做出这些决定。无论如何，这就是对那个裁决的最新消息。关于Giga Mexico的快速更新。显然，事情可能仍在缓慢进行，但Adrian，在那里偶尔通过无人机拍摄了该物业的花朵，并看到了一些动态。这里有一个旧建筑，看起来像某个个体正在努力拆除。看起来并没有太多进展，但在Giga Mexico可能有一些微小的动作。
And then the last couple of things as we've been talking about crews and first the DMV suspension of their capability to operate in San Francisco, then their temporary suspension of all their autonomous driving vehicles throughout the US. They are now also suspending or pausing their supervised and manual autonomous vehicle operations. I'm not sure exactly what that would be exactly, but their supervised vehicles aren't being paused as well.
然后最后两件事是关于我们一直在讨论的汽车公司。首先是他们在圣弗朗西斯科停止运营的能力，在此之后暂时暂停了他们在全美范围内的自动驾驶汽车。现在，他们还暂停或暂停了他们的受监督和手动自动驾驶汽车操作。我不确定具体是什么情况，但他们的受监管车辆也未被停止。
So they say that affects roughly 70 vehicles, not a huge count. And as we had talked about in their X post about suspending operations in general, they again are mentioning rebuilding public trust here, rebuilding trust multiple times. So they're doing internal investigations, trying to figure out exactly what's going on and again, making significant efforts, which they are constantly mentioning about rebuilding trust. So we'll see on that.
据他们说，这影响了大约70辆车，数量并不算太多。正如我们之前在他们的X帖子中讨论过的对于总体暂停运营的情况，他们再次提到在这里重建公众信任，多次提及重建信任。他们正在进行内部调查，试图弄清楚到底发生了什么，并且再次做出了重大努力，这一点他们不断强调重建信任。所以就拭目以待吧。
And then the last item for today, super exciting. The FAA has issued the launch license for Starship. So it looks like this is going to knock on wood. There's a window open this Friday where SpaceX will be permitted to launch this that'll open at 7am on November 17. So very exciting. We'll keep an eye out for that. Hopefully the weather is good and everything goes smoothly. And as SpaceX says, excitement guaranteed if that does happen.
然后今天的最后一件事，非常令人兴奋。美国联邦航空局已经为“星际飞船”发放了发射许可证。因此，很有可能会顺利进行（请留个好人来拜）。在本周五的时候，SpaceX将有机会在11月17日上午7点之后进行发射。非常令人激动。我们将会密切关注。希望天气良好，一切顺利。正如SpaceX所说，如果一切顺利，将会为人们带来绝对的兴奋。
All right, that'll wrap it up for today. As always, thank you for listening.
好的，今天就到这里。一如既往地，感谢你的聆听。
Make sure you're subscribed and signed up for notifications. You can also find me on X at Tesla podcast.
请确保您已经订阅并开启了通知功能。您也可以在特斯拉播客节目中找到我，节目名称为X。
And we'll see you tomorrow for the Thursday, November 16 episode of Tesla Daily. Thank you.
我们明天将在11月16日（星期四）的《特斯拉日报》节目中见到你。谢谢。