Tesla China Scores 2 Victories / Tesla Sends Message to Swedish Unions / Tesla's Wild Card ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up today we got some rare comments from Javier Verdura, the global director of product design at Tesla, as he just gave a keynote in Monterey. We don't hear from him often, but just so you know, he's been at Tesla almost 12 years now. He made a pretty bold prediction saying by 2026, electric cars would be surpassing ICE cars in terms of sales and production. Saying, the global market for ICE cars is going down in a tailspin and EVs are going up like rockets, and they'll cross paths in 2026 or so when EVs will surpass gas cars. This of course flies in the face of pretty much all of the sentiment we read in the media over the past few weeks.

欢迎来到“电动化”，我是您的主持人迪兰·卢米斯。今天首先要讲的是特斯拉全球产品设计总监哈维尔·韦尔杜拉最近在蒙特雷发表的主题演讲中的一些罕见言论。我们并不常听到他的言论，但你应该知道，他已经在特斯拉工作了近12年。他做了一个大胆的预言，他表示到2026年，电动汽车将在销售量和生产量方面超过内燃机汽车。他说，全球的内燃机汽车市场正在迅速下降，而电动汽车的市场正在像火箭一样上升，预计在2026年左右，电动汽车将超过燃油汽车。这种预测当然与我们在过去几周的媒体报道中看到的观点大相径庭。

It's always fun to look back and see how far things have come in the EV world, a spear headed by Tesla and he said in 2012, all the EVs in the world that were produced and sold were around 130,000 cars. Fast forward to today, every 3 days across all automakers, 150,000 electric cars are produced. He said back in 2013, the rest of the industry was laughing at Tesla, then they attacked them, and then they started copying them. I would add, most of the laughing is now done, but the attacking and the copying is still in full force. Then to close, he said at the Cybertruck delivery event, they're planning to deliver the first 10. I have heard other rumors of upwards of 30, ultimately though it really does not matter either way what the number is on the 30th.

总是很有趣的是回头看看电动汽车世界的发展到何种地步，这个矛头由特斯拉引领。他在2012年说，全世界生产和销售的电动汽车大约有130,000辆。快进到今天，所有汽车制造商每三天就会生产150,000辆电动汽车。他回忆起2013年，整个行业都在嘲笑特斯拉，然后他们开始攻击特斯拉，接着他们开始模仿特斯拉。我想补充的是，现在大部分的嘲笑已经停止了，但攻击和模仿仍在全力进行。最后，他在Cybertruck交付活动上说，他们计划交付首批10辆。我还听说过其他的谣言，说能达到30辆以上，但实际上，30日的那个数字究竟是什么并不重要。

On the topic, Troy Teslick suggested that when Tesla begins Cybertruck deliveries to customers, not employees, there's actually going to be a cost of goods increase from the production of the Cybertruck. He suggested Tesla's way to lessen this impact would be to make all deliveries this quarter employee deliveries like they did with the Model 3 back in 2017. However, as Rob pointed out back in 2017 with employee-only deliveries of the Model 3, Tesla's auto gross margins still dropped quarter over quarter. Adding, the employee-only strategy was likely product and service driven, not profit or loss driven. For me, on this one, I would not be too dogmatic either way because again, it's primarily driven by certain things, but there are many factors that ultimately impact auto gross margin. The main point I wanted to make though is over the next 12 months, yes, it's going to be super exciting from a marketing and demand perspective when it comes to the Cybertruck, but when it comes to Tesla's financials, the Cybertruck is indeed going to be a drag on the earnings per share. And whether that negative impact shows up in quarter 4 or quarter 1 is not as important as just knowing that that negative impact is indeed coming in the quarters ahead.

关于这个话题，特洛伊·特斯利克建议，当特斯拉开始向客户，而非员工交付Cybertruck时，实际上会有产品成本从生产Cybertruck中增加。他建议特斯拉减轻这种影响的方式，是像他们在2017年处理Model 3那样，将这个季度的所有交付变成员工交付。然而，正如罗布在2017年只对员工交付Model 3时指出的，特斯拉的汽车毛利润仍然季度环比下降。此外，只对员工的策略可能是由产品和服务驱动，而不是由利润或损失驱动。对于我来说，这一点上我不会太教条，因为这主要是由某些事情驱动的，但最终影响汽车毛利润的因素很多。但是我想强调的主要一点是，在接下来的12个月里，从营销和需求的角度来看，Cybertruck的问世无疑将是非常令人兴奋的，但从特斯拉的财务角度来看，Cybertruck确实会对每股收益产生影响。该负面影响在第四季度还是第一季度出现并不重要，重要的是要知道这种负面影响在即将到来的季度里确实会出现。

We have Ray for Tesla and some other Chinese sources saying that Tesla's FSD is going to be rolling out in China here soon, but what are they actually going off of? I tracked down the actual source that most of these outlets seem to be talking about and here it is. 4 departments, including the MIIT, have deployed pilot projects for the access and on-road access of intelligent connected vehicles. Before I even get into this, I want to be clear, Tesla specifically is not mentioned anywhere in this document nor is any other automaker. Effectively, all automakers are going to have to go through a process of application and approval. But the great news is that the government is going to be pushing forward for pilot programs for autonomous driving. It will be actual road testing and demonstration, but in limited areas and as mentioned, there will be certain qualifications and requirements that these automakers have to meet with their vehicles and they will be focusing on level 3 and 4 autonomy. The government wants to continue gathering more empirical evidence from this pilot program, which they will then use to formulate and revise some of the relevant laws. Only after the pilot auto manufacturers pass product testing and safety assessment can they submit product access applications. Then the MIIT will decide whether to grant the approval.

我们有瑞来自Tesla，以及一些其他中国的消息源称，特斯拉的FSD即将在中国发布，但他们到底依据的是什么？我追踪到了这些媒体似乎都在谈论的实际来源，这就是它。 包括工信部在内的4个部门已经部署了智能联网车辆接入和上路接入的试点项目。在我深入研究这个问题之前，我首先要澄清的是，这份文件中特别提到了特斯拉，也没有提到任何其他汽车制造商。实际上，所有汽车制造商都需要经过申请和审批的过程。不过，好消息是，政府会推动自动驾驶的试点计划。这将是实际的道路测试和演示，但只限于某些区域，并且如前所述，这些汽车制造商必须满足他们的车辆所需的某些资格和要求，他们将专注于3级和4级的自主驾驶。政府希望继续从这个试点计划中收集更多的实证证据，然后用这些证据来制定和修订一些相关法律。只有在试点汽车制造商通过产品测试和安全评估后，他们才能提交产品准入的申请。然后由工信部决定是否给予批准。

You may recall Elon said our focus will be on getting FSD on hardware 3, working super well and provided internationally back in August this year. Right before that comment, we also heard that Tesla was working on recruiting efforts for a local operation in China to bring FSD to the region. That team was going to consist of around 20 people and Tesla has been checking off other boxes here as well. They had already sent engineers from its HQ to conduct training in China. They were assembling a data labeling team in China for the training of the algorithm and we know Tesla has already set up a data center in China saying all data that's gathered will be stored locally and not shared anywhere else. And you may recall back in May when a Shanghai official said they wanted to deepen its cooperation with Tesla including self-driving.

你可能还记得，埃隆曾经说过今年8月份我们的重点将在于让FSD在硬件3上运行得超级好，并在国际上推出。在他发表这条评论之前，我们还听说特斯拉正在中国努力招聘一支本地团队，以将FSD引入该地区。该团队大约将由20人组成，特斯拉在这方面也在进行各项准备工作。他们已经派遣了总部的工程师到中国进行培训。他们正在中国组建一个数据标记团队，用于训练算法，我们知道特斯拉已经在中国设立了一个数据中心，表示所有收集的数据都将在本地存储，不会在其他任何地方共享。你可能还记得5月份时，上海的一位官员说，他们想加深与特斯拉的合作，包括自动驾驶。

The elephant in the room is still how things are going to go with the FSD 12 rollout but the way I see it there is certainly a world where FSD makes its entry in the Chinese market sometime in 2024 but that's certainly not a guarantee. Tesla isn't the only company innovating, executing and growing.

这个问题最大的疑问仍然是FSD 12的推出将会如何进行，但我个人观察，有可能在2024年的时候，FSD会进入中国市场，但这并不是确定的。特斯拉并不是唯一一家进行创新、执行和发展的公司。

A company Ashley and I found early last year, Bessie, the sponsor of this video, is also launching new products that some of you all have really been enjoying. They have many styles of 100% waterproof shoes but they've added a 100% waterproof overcast jacket to the lineup and they now have you covered in the winter with the all to high top and some waterproof gloves. The jacket has a stretchy shell and a soft fleece lining and my personal favorite zipper pockets. Kiss your phone or wallet falling under your car seat. Goodbye.

去年早些时候，我和Ashley发现了一家公司——Bessie，他们也是这个视频的赞助商，目前也在推出新的产品，这些产品已经受到了大家的热烈欢迎。他们有许多款式的100%防水鞋，但是他们在产品线上增加了一款100%防水的阴天夹克，现在他们有了能为你在冬季提供保护的高帮鞋和一些防水手套。这款夹克有一个弹性的外壳和一个柔软的羊毛衬里，而我的个人最爱就是具有拉链口袋。再也不用担心你的手机或钱包掉落在车座下了。

Ashley is a fashionista and she loves the Soho shoes on me so enough said. Not only are they 100% waterproof but even the laces are waxed finish and the outsole are extra grippy for traction wherever you go. I'm in Florida right now so I can't demonstrate these all as well but I'll tell you right now these are really going to help ease the pain of returning home to snow. I'm honestly excited to shovel, snow blow, walk and run errands in these in the winter when I get home. They feel great on my feet, the fleece lining is chef's kiss and the traction on these is like a car tire and please don't ever sleep on the convenience of a good pool tab for easy on easy off. And yes the gloves are touch screen compatible but my personal favorite would still have to be the everyday classic comfortable versatile and I think stylish. So if you want to keep your adventures going rain, snow or shine I think you should check out vesiet, vesiet.com slash electrified linked below. Right now Vessie's running their biggest sale of the year for Black Friday and if you use my link you can still get that 15% off as well. Enjoy.

艾希利是个时尚达人，她特别喜欢我穿的Soho鞋，那就足以说明一切了。这些鞋不仅100%防水，连鞋带都是蜡质处理的，而且鞋底特别有防滑性，无论你去哪儿都能保持良好的牵引力。虽然我现在在佛罗里达，无法亲自展示这些鞋子的优点，但我可以告诉你，它们对我这个即将回到雪地环境的人来说真是太贴心了。我甚至有点期待穿着它们铲雪、吹雪、散步和跑腿。鞋子穿在脚上感觉很舒服，羊毛里衬真是极好的，这些鞋子的防滑性就像汽车轮胎，还有别忽视一个好的便利拉带，可以让我轻松穿脱。对了，还有那双手套，是可以适应触屏的，但我个人最喜欢的还是那款日常经典、舒适耐穿且我认为很时尚的款式。所以，您想在雨雪晴天中继续自己的冒险之旅的话，我觉得你应该试试Vessie的鞋子，你可以在下面的链接中找到他们的网站，vessie.com/electrified。目前，Vessie正在进行一年中最大的黑色星期五促销，如果你使用我的链接，你还可以享受15%的折扣。希望你喜欢。

We also have Ray for Tesla sharing another source that Tesla may be increasing prices in the Chinese market yet again. Translating that image it says according to the financial associated press after three consecutive price increases Tesla will raise the price in the Chinese market again next week.

我们还从特斯拉的Ray处得到另一条消息，表明特斯拉可能会再次在中国市场提高价格。翻译那张图片上的内容，它表示根据财经联合通讯社的报道，经过连续三次的价格提升，特斯拉下周将再次提高在中国市场的价格。

And why not one more let's just make today Ray's day. Translating the source he shared it said all major government agencies removed the no entry Tesla signs overnight. The Ministry of Commerce is going to further investigate possible regulations and measures that discriminate against foreign invested enterprises. All of this happening after G has met with Elon Biden and other leaders China is definitely looking for some more foreign investment in their market to spur their own economy. Why weren't Tesla vehicles allowed near government or military operations? The word was because of the cameras and the data gathering. I will say if this is true that could be a signal that China is now trusting Tesla when it comes to the handling of any data it's gathering in that market which yes would of course be a great sign for FSD rolling out there once they have any security and privacy concerns handled and everybody's on the same page.

为什么不再加一条消息呢？我们今天就全天关注瑞(Ray)分享的消息。他分享的消息是，所有主要政府机构在一夜之间撤下了禁止特斯拉进入的标志。商务部将进一步调查可能歧视外资企业的规定和措施。所有这一切都是在特斯拉首席执行官伊隆·马斯克和拜登以及其他领导人会面之后发生的。无疑，中国正在寻求更多的外国投资以推动其自身的经济发展。为什么特斯拉汽车不能靠近政府或军事设施呢？消息称，这是因为摄像头和数据收集。我想说，如果这是真的，那么这可能意味着中国现在开始信任特斯拉在其市场中收集的任何数据的处理方式，这当然将是全自动驾驶系统在那里推出的一大好兆头，一旦解决了任何安全和隐私问题，并且每个人都在同一频道上。

Some of you asked me to touch on the Roskerber situation. My simple takeaway is that this is a big nothing burger. This too will blow over like all of Elon's controversies ultimately do. As always will Elon alienate some percentage of the population with his public comments? The answer is yes but at the end of the day Tesla doesn't need 100% of the population to buy its products. I will say though at least to me it seems like Ross is a bit unhinged here and speaking on emotion. I'm sure he has a lot of clients calling and he's having to deal with this fallout but his fund doesn't own that much Tesla and let's not forget his job is to actually help people separate their emotions from investing that's what good investors do.

有些人让我谈谈罗斯克伯的情况。我简单的看法就是，这就是个过眼云烟。就像伊隆的所有争议最终都会过去一样，这件事也将会平息。伊隆会不会因为他的公开发言使一部分人对他产生反感？答案是肯定的，但是届时，特斯拉并不需要100％的人群来购买他们的产品。不过我必须说，至少在我看来，罗斯在这里显得有些失去理智，他的言辞充满了情绪。我想他一定有很多的客户打电话给他，他必须处理这场争议，但是我们不要忘记，他的基金并未大量投资特斯拉，而且我们不要忘记，他的工作是要帮助人们从投资中剥离情绪，这才是好的投资者该做的事情。

I do want to say though to anybody that really thinks Elon is anti-Semitic I would say those people are misinformed and they don't know what they're talking about. I'm not getting into it but if you're wondering what the controversy is about this time as far as I can tell it's from these two posts from Elon on X. I'll have a link to this below you can come to your own conclusion. I'm against anti-Semitism I'm against anti-really anything that is you know that promotes hate and conflict and I'm in favor of that which helps a bold society and take us to a better future.

我想对那些真的认为伊隆·马斯克是反犹人的人说，他们是被误导的，他们不知道自己在说什么。我不想过多地介入这个争议，但如果你想知道这次争议的焦点是什么，据我所知，都源自伊隆在X上发布的两篇帖子。下面我会提供相关链接，你可以自己去了解并得出结论。我反对反犹主义，我反对任何形式的，也就是说，我反对一切能引发仇恨和冲突的东西。而我支持那些能帮助我们创建一个大胆的社会，并引领我们走向更好未来的事物。

Gary Black did a good job on CNBC this morning getting around this whole narrative. The simple takeaway is that at the end of the day most people just want the best product at the best price. Most people are so busy with their own lives they don't have time for all of this drama they're not even on X and they're not that worried about what Elon is saying or not saying. The problem is the small minority that do care are very loud and they tend to distort the narrative in the short term but in the long run this means very little and could Tesla's brand be damaged slightly in certain pockets of the population maybe but most likely those people weren't ever going to buy a Tesla in the first place.

加里•布莱克(Gary Black)今早在CNBC上干得不错，成功地避开了整个故事的主线。最简单的结论就是，大部分人其实只关心如何用最好的价格买到最好的产品。大多数人都忙于自己的生活，没有时间去关心所有这些一连串的争论，他们甚至都不用X，也并不关心埃隆说了什么或者没有说什么。问题在于，少数关心的人声音很大，他们倾向于在短期内扭曲了事实，但从长远看，这对特斯拉的品牌影响微乎其微。可能有极少部分人对特斯拉品牌的看法有些消极，但更可能的是，这些人本来就不打算买特斯拉。

I really didn't even want to touch on this at all because the way I see it this will have zero impact on Tesla's long-term success. Today is an exciting day for General Motors as we lay out our plans to grow our business and lead the EV transformation globally. We are well positioned to be an EV transformation leader in Australia and New Zealand by engaging with customers, communities and other stakeholders. Twice Mary Barra said they were going to be the EV leader in this short segment. Now yes the first time she said there are plans to be the EV leader but still.

我本来真的不想去谈论这个，因为我觉得这对于特斯拉的长期成功没有任何影响。今天对于通用汽车来说是令人兴奋的一天，我们阐述了我们的业务发展计划，以及如何在全球范围内引领电动汽车的变革。通过与客户、社区和其他利益相关者的交流，我们有望成为澳大利亚和新西兰的电动汽车变革领导者。玛丽·巴拉在这个短片中两次表示他们将成为电动汽车的领导者。当然，她第一次说的是他们计划成为电动汽车的领导者，但无论如何，这都是她的立场。

A community member of ours Andreas sent me an email that Tesla just sent out to some Swedes. They said the Model Y is the best selling car in Sweden so far this year. Tesla has faced many challenges but they've always succeeded thanks to their unique approach to problem solving. Their employees are rewarded with their conditions in a good working environment but like many other companies they've chosen not to enter a collective agreement. More than 90% of our employees have chosen to remain in their positions ready to welcome you to delivery center service centers and stores. Closing with we want to assure you we're deeply committed to continuing our journey in Sweden. We recently opened our first V4 supercharger in Sweden and many more are on the way. At least for now it sounds like Tesla has no immediate plans to leave Sweden.

我们的社区成员Andreas向我发送了一封电子邮件，这是特斯拉刚刚向一些瑞典人发送的邮件。他们在电子邮件中表示，Model Y是今年迄今在瑞典销售最好的汽车。特斯拉曾经面临过许多挑战，但他们总是通过独特的问题解决方法取得成功。他们的员工在良好的工作环境中得到了回报，但与许多其他公司一样，他们选择不参与集体协议。超过90%的我们的员工选择留在自己的岗位上，准备欢迎您来到我们的交付中心、服务中心和商店。结尾处我们想向您保证，我们有着深深的热情，在瑞典继续我们的旅程。我们最近在瑞典开设了我们的第一个V4超级充电站，还有更多的正在路上。至少现在看来，特斯拉似乎没有立即离开瑞典的计划。

As we've been saying today the sympathy strikes were going to be extended. To date it had been four main Swedish ports that were blocked where people were not unloading Tesla vehicles. Today that's been expanded to all docks. So far though the word is Tesla has been working around this by using transport carriers from surrounding countries. On Monday the 20th the postal workers have said they're going to join in in the sympathy strike to stop delivering Tesla's mail. I really don't know how this one's going to end because it does seem a lot more symbolic than anything else at this point for both sides. The unions flat out said it's a fight for their model not just for the Tesla workers.

正如我们今天所说，同情性罢工将会扩大。到目前为止，已经有四个主要的瑞典港口被封锁，人们没有卸载特斯拉的车辆。今天这一情况已经扩展到所有的码头。不过到目前为止，传言称特斯拉一直在通过使用周围国家的运输载具来绕过这个问题。到了20号的周一，邮递员已经表示,他们将加入同情性罢工，停止投递特斯拉的邮件。我真的不知道这一状况将如何结束，因为从目前的情况来看，这对于双方更多的似乎是一种象征性的表示。工会明确表示，这是他们为自己的模式，而不仅仅是为了特斯拉的工人而战。

We have Fisker saying it delivered over 100 vehicles for the first time in one day. More importantly though they were touting their new Fisker direct where if a customer lives within 60 miles of a fulfillment location a Fisker employee drives their ocean directly to them for delivery. My question becomes how does that employee get back to the fulfillment center. Questions remain on that one and I would add this strategy is not scalable.

费斯科公司表示，他们在一天内首次交付了100多辆汽车。更重要的是，他们正在大肆宣传他们的新服务——费斯科直送。如果客户住在履行地点60英里以内，费斯科的员工会直接驾驶他们的“海洋车型”送到客户家中。我有个疑问，那个员工怎么回到履行中心呢？这个问题还没有答案，我想补充的是，这个策略并不具备可扩展性。

Some people were saying the Cadillac optic was revealed today. That's not really true though if you go back a few months this vehicle was actually debuted for the Chinese market first. We really don't have any specs on this vehicle for the US market other than it's going to be smaller than the Cadillac Lyric and will most likely be on the Altium platform. This vehicle is supposed to begin deliveries in the Chinese market by the end of this year. All they really said was that the optic should come to the market sometime in 2024 and the word is it may start somewhere in the mid 40,000's. It's an interesting move by GM because they really haven't figured things out with the Cadillac Lyric yet but now they're focusing on another vehicle. Year to date the Lyric has only sold about 5.3,000 units and yes this is US only data.

有些人说凯迪拉克optic今天公布了，其实这不完全正确。如果你回溯几个月，这款车实际上首先在中国市场亮相。除了它会比凯迪拉克Lyric小，并很可能会使用Altium平台外，我们对这款车在美国市场的规格并没有任何信息。预计这款车将在今年年底开始在中国市场交付。他们真正说的是，Optic有可能在2024年的某个时间上市，价格可能从40000多美元开始。这是通用汽车的一个有趣举动，因为他们还没有搞清楚凯迪拉克Lyric并正在专注于另一款车。到目前为止（从年初开始计算），Lyric在美国只售出了约5300辆。

I think this right here could be some really good news for the long term that will mostly go overlooked simply put the Department of Energy is waking up to the importance of virtual power plants to our United States energy grid. A senior advisor to the DOE just said the versatility of battery storage to provide a broad range of services makes them particularly valuable to VPPs. The DOE has also been conducting a study on VPPs and their report found that US peak demand forecast is set to rise by more than 200 gigawatts by 2030 and the deployment of between 80 and 160 gigawatts of VPPs by that time could reduce the overall grid costs by 10 billion dollars per year. They're estimating right now there's between 30 to 60 gigawatts of capacity aggregated into VPPs already in the United States but they admitted the data isn't that reliable.

我认为这份信息对于长期来说可能是个非常好的消息，但通常会被大多数人忽视。简而言之，美国能源部开始意识到虚拟电力站对于美国能源网格的重要性。能源部的一位高级顾问表示，电池存储的多功能性使其对虚拟电力站具有特别的价值。能源部还对虚拟电力站进行了研究，并在他们的报告中发现，预计到2030年美国的峰值需求预计将增加200多吉瓦，而到那时，部署80到160吉瓦的虚拟电力站可能会降低整个电网的成本每年100亿美元。他们现在估计美国已经有30到60吉瓦的容量已经汇集到了虚拟电力站中，但他们承认这个数据并不是那么可靠。

One company that's been at the forefront of this green mountain power in Vermont we've talked about them before how they're integrating Tesla power walls into their VPP. GMP just requested state approval for an extra 30 million dollars to expand their programs alongside 250 million dollars for transmission grid upgrades.

一间一直处于先锋地位的公司是我们之前讨论过的位于佛蒙特州的绿山电力公司，他们正在把特斯拉电力墙融入他们的虚拟电源系统中。GMP刚刚向州政府申请了额外的3000万美元，用于扩大他们的程序，同时也申请了2.5亿美元用于升级输电网络。

The DOE senior advisor also just said I see batteries as a little bit like a wild card in VPPs. You can play them anyway you can charge them to avoid the curtailment of clean energy you can dispatch them for energy similar to how you dispatch energy from a peaker plant you can do fast frequency response with sub second fluctuations. So they really span the whole spectrum of grid resources and that way I think they're particularly valuable to VPPs. And a senior analyst at S&P said greater adoption of VPPs will be among the long-term drivers for the uptake of residential battery energy storage globally. A movement that Tesla is set up perfectly to be one of the leading players of.

美国能源部的一位高级顾问刚刚表示，他将电池视为虚拟电力植物（VPP）中的一种野卡。你可以以任何方式操作电池，你可以给它们充电以避免清洁能源的架空，你可以像调度峰值发电厂的能源一样调度电池能源，你可以在亚秒级波动中进行快速频率响应。所以，它们真正地涵盖了电网资源的整个范围，我认为这使得他们对虚拟电力植物尤为有价值。此外，标普的一位高级分析师表示，VPP的更广泛采用将是全球住宅电池储能增长的长期驱动因素。这正是特斯拉非常适合成为主导者的一个动向。

It's not officially official but automotive news has been counting the votes and they're declaring that GM's, Tylantis and Ford all three have ratified the new UAW contracts. That's because the agreement so far are passing by more votes than are actually remaining to be cast. It'll now be pretty interesting to watch the earnings results for these companies over the next two to three years.

这还不算是官方的消息，但汽车新闻已经在统计投票结果，并宣布通用汽车，Tylantis和福特三家公司都已通过新的联合汽车工人联盟（UAW）合同。这是因为到目前为止，赞成票数已经超过了尚待投出的票数。接下来的两到三年，观察这些公司的盈利结果将会十分有趣。

I saw some confusion around this one so when it comes to the software update.38.8 and the Bluetooth feature for the rear screen in Tesla vehicles as far as I can tell right now this feature is only available for the new Model 3. This means you can actually pair headphones and I'm hearing up to two strictly to the screen in the back. For some unknown reason to me this feature is not yet available on the Model S or X.

我注意到关于这个问题有一些困惑，所以在谈到38.8版本的软件更新以及特斯拉车辆后屏的蓝牙功能时，根据我目前了解，这个功能只适用于新的Model 3。这意味着你实际上可以把耳机配对到后屏，我听说甚至可以配对两个。但出于某些我不了解的原因，Model S或X目前还没有这个功能。

As Sawyer pointed out SpaceX just announced their next-gen Starlink terminal. I have not been able to find any performance specs just yet. Just wanted to put it out there if any of you are interested in going to read more.

正如Sawyer所指出的，SpaceX刚刚宣布了他们的下一代Starlink终端。我还未能找到任何性能规格。我只是想说如果你们中有人对此感兴趣，可以去深入了解一下。

For a limited time if you buy an R1T Rivian is now offering a free wall charger around $800 of value and a $2,000 installation credit with one of their partners.

对于有限的时间，如果您购买一辆R1T Rivian，现在将免费提供价值约800美元的壁挂充电器，并在他们的合作伙伴处提供2000美元的安装抵扣。

Don't forget to check out Vessi linked below. I really am a big fan of their products.

别忘了查看下面的Vessi链接。我真的很喜欢他们的产品。

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.

希望你们都能过一个美好又安全的周术末。请点赞这个视频。如果你喜欢我的视频，你可以在下方链接的X上找到我，对于所有在Patreon上支持我的朋友们，我要说一声大大的谢谢。