Tesla Doubles Market Share / New Giga Texas Report / Tesla India Announcement Timeline ⚡️
发布时间 2023-11-21 22:22:46 来源
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Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patron, Ister Gray. Thank you for choosing to support the channel. Today's episode is a special one, as at the end of the video I will finally be unveiling a project that I've been working on and off now for quite some time, so be sure to stay tuned for that.
欢迎来到《电气化》节目，我是你的主持人迪伦·卢米斯，特别感谢我的最新赞助人艾斯特·格雷。感谢您选择支持本频道。今天的节目非常特别，因为在视频的结尾，我将终于揭开我已经断断续续工作了相当长时间的一个项目，所以请务必继续关注。
First up, I want to touch on this exclusive report from the information about some of the injuries at Giga, Texas. This article is written by Becky Peterson. Looking at her LinkedIn page, previously she worked at Business Insider as a reporter, a source that we know has not been that favorable toward Tesla over the years, to say the least. She says that she covers Tesla, but I went and checked. The last article she wrote about Tesla was six months ago, and it was when a Tesla executive left for Rivian. And when Elon said he wanted to approve all hiring, she framed it as Tesla's chief micromanager is back. Well, let's keep all of that in the back of her mind, but here's what she said.
首先，我想谈谈从《信息》网站关于特斯拉德克萨斯千伽工厂的一份独家报告。这篇文章是贝基·彼得森写的。看了她的领英页面，以前她在《商业内幕》担任记者，我们知道这家媒体对特斯拉一直不太友好，这无需多言。她说她负责报道特斯拉，但我去核实了一下。她最后一篇关于特斯拉的文章是六个月前，那是当时一名特斯拉高管离职加入Rivian这个消息发布的时候。当埃隆说他想要批准所有招聘时，她把它描述成特斯拉首席微观管理者回来了。嗯，让我们将所有这些背景知识都记在心里，但这里是她说的内容。
Nine current and former Giga, Texas employees said Tesla cut corners on construction, maintenance and operations in ways that put workers in dangerous situations that other comparable places they've worked wouldn't have tolerated. It's actually a pretty long article that covers many different instances of injuries, but just one for example, she talked about an explosion at Giga, Texas in the casting area that threw workers to the ground and caused one concussion. But here's the summary of the article.
九名现任和前任Giga，德克萨斯州的员工表示，特斯拉在建设、维护和运营方面偷工减料，使工人陷入危险境地，这是其他类似工作场所是不能容忍的。这篇文章实际上是一篇相当长的文章，涵盖了许多不同的受伤事例，但只举一个例子，她谈到了在Giga，德克萨斯州的铸造区发生的爆炸事件，导致工人被抛到地上，并造成一名工人脑震荡。但以下是这篇文章的摘要。
Nearly one out of every 21 workers at the Austin factory got hurt on the job in 2022. This, according to an analysis by the information of annual injury reports that Tesla files with OSHA. By comparison, the median injury rate in 2022 among auto manufacturing plants with over 250 employees was one in every 30 workers. She added, according to OSHA filings that at Fremont, one out of every 12 workers was injured in 2022. This was interesting at Giga, Texas, OSHA inspected Tesla one time in 2021 and one time in 2022 for safety issues. Compare that with Fremont, where we have OSHA inspecting that factory nine times in 2021 and nine times in 2022 and then four times already so far this year.
2022年，奥斯汀工厂中每21名工人中就有近1人在工作中受伤。根据特斯拉向OSHA报告的年度伤害报告的分析结果得出的。相比之下，2022年在员工超过250人的汽车制造工厂中，伤害率的中位数是每30名工人中有1人受伤。她还补充说，根据OSHA的文件显示，2022年在弗里蒙特工厂中，每12名工人中就有1人受伤。这在得克萨斯吉卡工厂非常有趣，OSHA在2021年和2022年分别检查了特斯拉一次以确保其安全。与此相比，弗里蒙特工厂在2021年和2022年分别接受了9次OSHA的检查，今年迄今已经4次检查了。
In this small anecdote was a great reminder of what it actually takes from a day to day standpoint for Tesla to do what it's doing. Not spray the large machine for the Giga press with lubricant every 90 seconds to prevent the cast parts from sticking to the molds. The lubricant causes a thick haze that workers say makes it hard to breathe and eventually Tesla had to knock out a large window in the castings area to provide better ventilation. Overall, it's unfortunately true that with Tesla always looking to move as fast as possible, they'll undoubtedly cut some corners and do things unconventionally that maybe other companies would not do. Considering especially in automotive just inherently does carry some risk with it. And of course all injuries are unfortunate but if we've learned anything over the years, it's that we can be pretty confident Tesla will be working to get these numbers as close to zero as possible. But a relatively new factory with new employees with plenty of new groundbreaking manufacturing techniques. Again, undoubtedly is going to have some injuries along the way.
在这个小轶事中，我们得到了一个重要的提醒，那就是特斯拉为了实现自己的目标，每天都需要付出哪些努力。例如，每隔90秒给巨型压铸机喷润滑剂，以防止铸件黏附在模具上。然而，这种润滑剂会造成浓重的雾霾，工人们表示很难呼吸，最终特斯拉不得不在铸造区域打开一扇大窗户以改善通风。总体而言，不幸的是，特斯拉总是希望以最快的速度前进，他们无疑会在某些方面采取折中的做法，可能是其他公司不会采取的。特别是在汽车行业，本身就存在一些风险。当然，所有的伤害都是不幸的，但如果多年来我们学到了什么，那就是我们可以相当有信心地认为特斯拉将努力将这些数字降低到最低。但对于一个相对较新的工厂来说，有着新员工和许多全新的突破性制造技术，在这个过程中无疑会发生一些伤害事件。
We got some data on the European Union from the ACEA and through the first 10 months of this year, new car registrations for the overall market were up 16.7%. Year to date for full BEVs, the market share now stands at 14% across the entire EU, surpassing diesel's cumulative share for the first time. The petrol share is at 33.4% and hybrids making up 28.6%.
我们从欧洲汽车制造商协会（ACEA）获得了一些关于欧盟的数据。今年前10个月，整个市场的新车注册数量增长了16.7%。截至目前，纯电动汽车的市场份额在整个欧盟达到了14%，首次超过柴油车的累计份额。汽油车份额为33.4%，混合动力车占28.6%。
Let's have a look at the new car registrations by manufacturer year to date comparing this year to last year in terms of overall auto market share. We'll just focus on the main players, VW's market share down 0.2%. Stellantis market share down 1.9%. Hyundai's market share down 1%. Toyota's market share down 0.3%. BMW's down 0.1%. Mercedes down 0.3%. Ford down 0.7%. Honda down 0.2%. And here we have Tesla up 1.3%, effectively doubling its market share from 1.2% in 2022 to 2.5% year to date this year.
让我们来看一下今年到目前为止汽车制造商按年份的新车注册情况，将今年与去年的整体汽车市场份额进行比较。我们只关注主要参与者，大众的市场份额下降了0.2%。斯特兰帝斯的市场份额下降了1.9%。现代的市场份额下降了1%。丰田的市场份额下降了0.3%。宝马下降了0.1%。奔驰下降了0.3%。福特下降了0.7%。本田下降了0.2%。而特斯拉的市场份额上升了1.3%，有效地使其市场份额从2022年的1.2%增加到今年到目前为止的2.5%。
And if we take a look at unit growth year over year for the same time frame, you can see when scrolling down, Tesla is the only automaker to have grown unit growth over 100%, 132.5% to be specific. And yes, I know Tesla is growing from a relatively small base, but so are other companies on this list. For context, the second fastest growing brand on this entire list was Alpha Romeo, growing unit delivery 72.6% year over year.
如果我们观察同一时间段年增长的单位销量，您可以在向下滚动时看到，特斯拉是唯一一个单位销量增长超过100%的汽车制造商，具体为132.5%。是的，我知道特斯拉是从相对较小的基础上增长的，但这份名单上的其他公司也是如此。为了更好的理解，这份名单中增速第二快的品牌是阿尔法·罗密欧，其单位交付量同比增长了72.6%。
Analysts or detractors sometimes love to pick very specific markets or even quarters, but if we zoom out year to date and look at the entirety of the EU, the picture is pretty clear. Tesla is growing its market share very quickly and most of the major automakers are actually losing market share themselves.
分析师或批评者有时喜欢挑选非常特定的市场甚至季度进行评估，但如果我们放大到全年的角度来看欧盟整体，情况就很明显了。特斯拉的市场份额增长非常迅速，而大多数主要的汽车制造商实际上正在失去市场份额。
Plain and simple, Tesla is the fastest growing brand of them all, doubling its market share of the overall auto market year over year.
毫不夸张地说，特斯拉是所有品牌中增长最快的，每年都能将其在整个汽车市场的市场份额翻倍。
This might be the first and only time I can make a statement like this. If you drive a car, you really should own this product. True story, within one day of having this product, I had two family members ask me where I got it, so you know exactly what they're getting for Christmas.
这可能是我第一次，也是唯一一次能够这样说的机会。如果你开车的话，你真的应该拥有这个产品。真实故事，我买了这个产品的第一天，就有两个家人问我从哪儿买的，所以你清楚他们将会收到的圣诞礼物是什么。
The last time Ashley and I drove to Florida within three hours of leaving the house, this happened. From this moment on, I set out to bulletproof our future road trips. It led to me finding the Fantic X8 Apex portable tire inflator that doubles as a power bank and a flashlight. I have a lot of potential situations.
上次阿什利和我驱车去佛罗里达，在离开家不到三个小时的时候，发生了这件事。从那一刻起，我决定为我们未来的公路旅行加固保障。这导致我找到了Fantic X8 Apex便携充气泵，它还可以作为一个充电宝和手电筒使用。我有很多可能遇到的情况。
Late at night, you're not by any gas station, you're in the middle of nowhere, you have a flat tire, low tire pressure sign comes on, what do you do? Well, if you have this, all you have to do, screw it on and then instantly it'll digitally tell you exactly what the tire pressure is. You can change the setting, whatever you want to set it to exactly. There are also custom presets if you want. Then you just hit the power button, you can set it down and it'll automatically fill up your tire to whatever you set the PSI to. It can pump continuously for over 40 minutes and is easily recharged by USB-C. As you can see here, it inflates one PSI in roughly 10 seconds, so you could go from 25 to 33 PSI in less than a minute and a half.
深夜时分，你不在任何加油站附近，身处荒无人烟之地，而此时你的车胎爆胎了，胎压指示灯亮了起来，你该怎么办呢？好在，如果你拥有这个东西，你只需将其拧紧，它会立即以数字化的方式告诉你胎压具体数值。你可以根据自己的需求进行设置，而且还有自定义预设选项供你选择。然后，你只需按下电源按钮，放置好它，它会自动将胎压充至你设定的气压数值。它可以持续充气超过40分钟，并且通过USB-C轻松充电。正如你在这里所看到的，它大约可以在10秒钟内充气1个PSI，所以你可以在不到一分半钟的时间内将胎压从25PSI增加到33PSI。
They also have the V8 Mate cordless car vacuum, Ashley loves the beach, but she hates sand anywhere but on the beach. So this has been great to avoid unnecessary trips to a gas station that may or may not have a vacuum. It does come with multiple attachments and has a low and a high gear.
他们还有V8 Mate无绳汽车吸尘器。艾什利喜欢海滩，但她讨厌除了海滩之外的任何沙子。因此，这个吸尘器非常好，可以避免不必要的去加油站找吸尘器。它配备了多个附件，并且有低速和高速挡位。
I was able to get everybody here 30% off these Fantic products and the discount codes will be in the description below. And you can buy these right on Amazon. So thanks to Fantic and thanks to all of you for supporting the channel.
我成功地为大家争取到了Fantic产品的30%折扣，折扣码将在下方的描述中提供。你可以直接在亚马逊上购买这些产品。所以感谢Fantic，也感谢各位对本频道的支持。
What do we always say about the utility and the commercial space for battery storage? It all boils down to the economics and the financial incentives.
我们对于电池存储的效用和商业领域一直在说什么？归根结底，都与经济和财务激励因素有关。
Niel and Tesla have been working together since they built the Tesla Big Battery in South Australia back in 2017. Over the summer, Niel and put out an announcement saying they were expecting much higher operating earnings in fiscal year 2025, but they didn't say exactly why. We just knew part of it was going to be their call the battery project that could grow up to 4 gigawatt hours, which is massive.
尼尔和特斯拉自从2017年在澳大利亚南部建造特斯拉大电池以来一直在共同合作。今年夏天，尼尔和特斯拉发布了一则公告，表示他们预计在2025财年将获得较高的营业收入，但他们没有详细说明原因。我们只知道其中一部分将来自他们称之为电池项目，该项目的容量可达到4千兆瓦时，非常庞大。
As it turns out, yesterday we finally found out why. It's been revealed how much money these batteries will be paid to soak up solar in the middle of the day when demand is low and inject it back into the grid in the evening when demand is high. This is what people refer to as the solar duck.
事实证明，昨天我们终于找到了原因。我们得知了这些电池将在中午需求低迷时吸收太阳能，并在傍晚需求高涨时注入电网的报酬金额。这就是人们所说的太阳能的鸭子。
Speaking of that call the battery project, it is going to use Tesla Megapack technology. It'll get paid over $7,500 for every 30 minutes for the middle of the day and over $30,000 every half hour for being available in the evening. The total, this would equate to around $304,000 per day. This new contract for this project to operate like this is set for 2 years and doing the math that would be $100 million every year.
说到那个被称为电池计划的项目，它将使用特斯拉的Megapack技术。每天中午的30分钟他们将获得超过7500美元的报酬，并且每晚的半小时将获得超过30000美元的报酬。这样的话，每天总计将达到约304000美元。这个项目的新合同有效期为2年，通过计算，每年将获得1亿美元的收入。
A wise person once told me to make the most money you have to solve the biggest problems and the Tesla Megapack is doing exactly that. So as Neo and other companies continue having success with projects like this, the total addressable market for these projects is only going to grow.
一位聪明的人曾经告诉我，要想赚到最多的钱，你必须解决最大的问题，而特斯拉Megapack正是在做这件事。因此，随着Neo和其他公司在这类项目上继续取得成功，这些项目的总可寻址市场只会不断增长。
Just so you know, the Cybertruck is showing up to other locations across the country. This time around we have it in New York City. Here's the exact location for any of you New York is. This refrain right here has been incredibly common. The Cybertruck is even more impressive in person. We also got some professional looking photos of the Cybertruck which I believe came from Weibo.
只是让你知道，Cybertruck将会亮相全国其他地方。这次我们在纽约市。以下是纽约市的具体位置。这种说法非常普遍。Cybertruck亲眼看起来更加令人印象深刻。我还收到了一些Cybertruck的专业外观照片，我相信它们来自微博。
Here we have a nice interior shot with the updated user interface and you can see on the Cybertruck wheel you have the logo right in the center. Zooming in, it's pretty tough to tell but it looks like the tire pressure sits around 55 psi.
在这里，我们有一张内饰照片，展示更新后的用户界面，你可以看到Cybertruck车轮上的标志位于中央。放大一点，很难确切看出，但似乎轮胎压力大约为55 psi。
Here we have another shot of the Y with a button to fold the mirrors. Scrolling down you see an easy way to adjust the suspension, low, high or entry. The perforated seats have been confirmed and in the front you have the Cybertruck wordmark on that panel that appears to be removable and this thing over here. Honestly it's really tough to tell what this is but let me know what you guys think.
在这里，我们又看到了一张Y车型的照片，其中有一个按钮可以折叠外置镜头。往下滚动，你会发现一个简单的方式来调节悬挂，可选择低、高或进入模式。透气座椅已经确认，前方的面板上有Cybertruck的商标，看起来是可拆卸的，还有这个东西。老实说，很难确定这是什么，但请告诉我你们的想法。
9 more days.
还有9天。
The government of Indonesia is trying to convince everyone that Tesla is still indeed planning on investment in the country. The Ministry for Investment Affairs denied claims Tesla withdrew its investment plan in Indonesia. They clarified saying Tesla's investment was only being postponed. The plan is ongoing but with the current global economic conditions I believe Elon is putting investment on hold. Eventually it seems very likely Tesla will strike a deal with Indonesia when it comes to nickel supply at the very least it may just be another 6-12 months before we hear anything of the sort.
印度尼西亚政府正试图说服每个人，特斯拉确实仍计划在该国投资。印度尼西亚投资事务部否认了特斯拉撤回其在印度尼西亚的投资计划的说法。他们明确表示，特斯拉的投资只是被推迟了。计划仍在继续，但考虑到当前的全球经济状况，我相信埃隆正在暂停投资。最终，特斯拉很有可能会在尼克尔供应方面与印度尼西亚达成协议，至少在我们听到类似消息之前可能还需要6-12个月的时间。
On the other hand though when it comes to Tesla in India the drum beat keeps getting louder. We have India closing in on an agreement with Tesla that would allow Tesla to ship its cars into the country starting next year and Tesla would set up a factory within 2 years. An announcement could come as soon as January and the locations being considered are Gujarat, Maharashtra and Tamil Nadu. Tesla would commit an initial minimum investment in any plant of around $2 billion and they would look to increase purchases of auto parts from the nation to as much as $15 billion. Now that's a staggering amount considering that last year Tesla sourced about $1 billion in components from the nation and this year in India Tesla is on track to nearly double that to $1.9 billion. So going up to $15 billion would be over a 7X in terms of auto part sourcing. It would also seek to make some batteries in India to bring down the cost. As always though no final decision has been made and the plans could change.
然而，当涉及到特斯拉在印度的问题时，鼓声却越来越大。我们已经接近与特斯拉达成协议，允许特斯拉从明年开始向印度出口汽车，并在两年内在该国建立工厂。公告可能会在一月份发布，目前正在考虑的地点是古吉拉特、马哈拉施特拉邦和泰米尔纳德邦。特斯拉在任何一个工厂的最初最低投资将达到约20亿美元，并将力图将其从印度的汽车部件采购额提高到150亿美元。考虑到去年特斯拉从该国采购的零部件约为10亿美元，今年在印度特斯拉的采购额有望几乎翻倍达到19亿美元，因此达到150亿美元将是部件采购量的7倍以上。它还将努力在印度生产一些电池，以降低成本。然而，最终决策尚未做出，计划可能会有所变更。
With this one I often hear the argument well EV's only made up about 1.5% of car sales in India in 2022 but we have to remember this is all about the future as India's middle class is growing very quickly. The last time we talked about this we heard that India wasn't keen on Tesla importing cars from Giga Shanghai so they'd most likely have to come from Giga Berlin. And again they're saying India is now said to be considering lowering import taxes for international EV manufacturers for a period of 5 years if those firms eventually commit to setting up local factories. There's that sunset provision that we talked about. And they said when it's first locally made cars do go on sale they could retail for as little as $20,000 the next gen platform. A possible scenario next year Tesla starts importing some of the sexy lineup with lower import tariffs then within 2 years they build a factory to make the next gen vehicle in India. And presumably Giga Shanghai would start exporting megapacks to India as the solar and battery storage market in India is massive.
我经常听到这样的争论，即尽管2022年印度电动汽车的销量仅占整体销量的约1.5％，但我们必须记住，这一切都关乎未来，因为印度的中产阶级正在迅速增长。我们上次讨论这个问题时，曾听说印度对特斯拉从上海超级工厂进口汽车不感兴趣，所以最有可能的是这些车辆将来自于柏林超级工厂。而且他们称印度现在据说正在考虑为国际电动汽车制造商降低进口税，如果这些公司最终承诺在印度建立本地工厂，这个优惠将持续5年。这正是我们讨论过的红绿灯条款。他们还表示，当首批本地生产的汽车开始销售时，下一代平台的零售价可能仅为2万美元。可能的情景是，明年特斯拉开始以较低的进口关税进口一些性感车型，然后在2年内在印度建厂生产下一代车辆。预计上海超级工厂将开始向印度出口大型电池储能模块，因为印度的太阳能和储能市场非常庞大。
Tesla sent a message to some owners through the mobile app saying they were going to start replacing some of the idle fees at superchargers with congestion fees in the coming weeks. These congestion fees are only going to apply at supercharger sites when they're busy but at least right now we don't know exactly how Tesla is going to define that. You would hope and assume that it'll only be when all of the other dispensers are actually full. But for now we don't know for sure when these fees will apply. When they do apply though the congestion fee will only be when charging over 90% state of charge. The fee itself will be $1 per minute and it will have the same grace period as the idle fees used to have of 5 minutes. Tesla said this fee encourages drivers to charge only as much as needed for their trip rather than all the way to 100%. So whether this is for the busy holiday season or this is going to be a more permanent measure as we bring in more non-teslas into the supercharger network, this is what we're looking at.
特斯拉通过移动应用给一些车主发送了一条信息，称他们将在未来几周开始用拥挤费取代一些闲置费用，但目前我们还不知道特斯拉将如何定义什么时候拥挤。我们希望并假设只有在其他充电位都被使用时才会收取拥挤费。但目前我们不确定这些费用何时适用。当这些费用适用时，拥挤费仅在电池充满到90%以上时收取。费用本身为每分钟1美元，并且与之前的闲置费用一样有5分钟的宽限期。特斯拉表示，这个费用鼓励司机只充电到所需的程度，而不是完全充到100%。无论是为了繁忙的假日季还是因为我们将更多非特斯拉汽车引入超级充电网络，这就是我们的情况。
Ford has told us they were planning to scale back their $12 billion of EV investments in the coming years and we get some more clarity on that today. Ford is scaling back plans for that $3.5 billion battery investment with CATL in Michigan. They said they're cutting production capacity by 43% down to 20 gigawatt hours per year and reducing the expected employment from $2,500 down to 1,700 jobs. This will still be a $2 billion investment over time. Ford's communications officer said we looked at all the factors. Those included demand and the expected growth for EVs, our business plans, our product cycle plans, the affordability and business to make sure we can make a sustainable business out of this plan. After assessing all of that, we're now good to confirm we're moving forward with the plan, albeit in a slightly smaller size and scope than we originally announced. The plan is still expected to open in 2026. Don't forget this was supposed to be the first factory in the United States actually producing LFP cells.
福特告诉我们，他们计划在未来几年减少120亿美元的电动汽车投资，并且我们今天对此有了更清晰的了解。福特正在缩减与CATL在密歇根州的35亿美元电池投资计划。他们表示，他们将生产能力削减了43%，将每年生产规模减少到20千兆瓦时，并将预计就业人数从2500人减少到1700人。这仍然是一项20亿美元的投资。福特的传媒官表示，我们考虑了所有因素，包括需求和电动汽车的预期增长、我们的商业计划、产品周期计划、可负担性和商业能力，以确保我们能够将这个计划打造成一个可持续的业务。在评估了所有这些因素之后，我们可以确认我们将继续实施这个计划，尽管规模和范围比我们最初宣布的要稍微小一些。计划仍然预计在2026年开放。别忘了，这原本应该是美国第一个真正生产LFP电池的工厂。
Speaking of, Stellantis and CATL have now signed their own memorandum of understanding for CATL to provide battery cells and modules for Stellantis' EV production in Europe. They're also considering forming a joint venture to fully support Stellantis' aggressive electrification plans. No word yet on the size or timing.
说起来，斯泰兰蒂斯（Stellantis）和宁德时代（CATL）现在已经签署了一项谅解备忘录，宁德时代将为斯泰兰蒂斯在欧洲的电动车生产提供电池单元和模块。他们还在考虑组建一家合资企业，全力支持斯泰兰蒂斯的激进电动化计划。关于合资企业的规模和时间，目前尚无消息。
The Testachana weekly insurance number came in at 16.3000. Plugging that data in if you wanted to compare it to the same week in Quarter 3, that number was 13.9000. So through the first 7 weeks of Quarter 3, we were at 72.2000, over the same time period in Quarter 4, still just shy at 70.4000. But this is certainly a strong result, much more in line with what I was personally expecting to see for last week and into the next few weeks.
Testachana每周的保险数额为16.3000。如果你想将该数据与第三季度的同一周进行比较，该数字为13.9000。所以在第三季度的前7周，我们达到了72.2000，与第四季度的同一时期相比，仍然略低，为70.4000。但这无疑是一个强大的结果，更符合我个人对上周和接下来几周的预期。
We also had Testachana raise the price for the 4th consecutive week of at least one of the variants this time around it was for the Model Y long range, raising it roughly 300 US dollars.
这次我们还让特斯拉为其中一种型号连续第四周提高了价格，这次涨价对象是Model Y 长续航版，大约涨了300美元。
Starting November 28, Tesla, Apple and some other US companies will be among the 515 exhibitors at the inaugural China International Supply Chain Expo. A Chinese Trade Council Chairman said, We hope US companies will be deeply involved in the Expo, actively promoting the advancement of healthy development of China-US ties. China clearly still pushing for more foreign investment.
从11月28日起，特斯拉、苹果和其他一些美国公司将成为首届中国国际供应链博览会的515个参展商之一。一位中国贸易委员会主席表示，“我们希望美国公司能深度参与博览会，积极促进中美关系的健康发展。”中国显然仍在推动更多的外国投资。
RJ Scoringe will now be taking on an expanded role overseeing all product-related functions, so employees in areas like software, autonomy and design will now report directly to RJ. Nick Collasian, who previously served in this role is stepping back from his role while retaining some responsibilities around propulsion and vehicle tech. He said, My desire to make changes aligns perfectly with RJ's desire to redirect more of his time and energy toward product leadership.
RJ Scoringe将会承担起一个扩大的角色，负责所有与产品相关的职能，像是软件、自动驾驶和设计等领域的员工将直接向RJ汇报。之前担任这个职责的Nick Collasian会稍作退后，但仍保留一些关于推进和车辆技术的责任。他说：“我希望进行改变的愿望与RJ将更多时间和精力投入到产品领导力上的愿望完美契合。”
And the industry turnover continues as we have Fiskar losing its second chief accounting officer in less than one month.
同时，由于Fiskar在不到一个月的时间内失去了第二位首席会计官，行业的动荡态势延续着。
For you Canadians and the Powerwall, you still cannot order a Powerwall directly through the Tesla website, but now at least they're showing Canadians pricing on the website, although you still have to go through a third party. Small, but a step in the right direction.
对于加拿大用户和Powerwall，你们仍然不能直接通过特斯拉官网订购Powerwall，但现在至少他们在网站上显示了加拿大用户的定价，尽管仍然需要通过第三方进行购买。这只是一个小小的进步，但至少朝着正确的方向迈出了一步。
There's been a fair amount of chatter over the past week about Andre Carpathi, maybe coming back to Tesla. It's pure speculation. It is true though that Andre was a co-founder of OpenAI and served as a research assistant for some years, now that that company is effectively imploded, who knows what the future will hold for. Something to keep an eye on.
过去一周以来，关于安德烈·卡帕西的传闻相当多，或许他可能会回到特斯拉。这完全是猜测。不过不可否认的是，安德烈曾是OpenAI的联合创始人，并在该公司担任研究助理多年。现在这家公司已经基本崩溃了，谁知道未来会怎样呢。这是一个值得关注的事情。
Alright guys, here it is, one of the projects I've been working on. I hope that you all enjoy it. On and off for the past year really, this is one project I've been working on. It's been an incredible few years with Electrified, and it's been a pleasure getting to know some of you. When I stop and think about our common interests, whether it's being a fan of Elon, an owner of Tesla stock, a lover of technology, manufacturing or innovation, an owner of a Tesla product, someone who desires a cleaner sustainable future, or some combination of those, it's hard not to be grateful for the story we all get to watch unfold.
好吧，伙计们，这是我一直在进行的项目之一。希望你们都喜欢它。过去的一年间，我一直在进行这个项目。和Electrified一起度过的这几年真是不可思议，也很高兴能认识你们中的一些人。当我停下来思考我们的共同兴趣时，无论是作为埃隆的粉丝、特斯拉股东、科技、制造业或创新的爱好者，还是特斯拉产品的拥有者，还是渴望拥有一个更清洁可持续的未来的人，或者以上这些的组合，我们都很难不为我们共同见证的故事感到感激。
I'm thankful every single day for every one of you that makes this community what it is, and I wanted us all to have a way to outwardly express our shared interests and really our shared mission. My hope is that these products serve as conversation starters, so we all have easy ways to share the real Tesla story. And look, it's true, most creator stores are not great. The quality is subpar and you end up not wearing whatever you buy. I went back and forth with different suppliers for months, actually wearing, washing, testing and redesigning everything. I have to say, the process was worth it and I find myself wearing or using these products all the time.
我每天都为你们每一个人对这个社区做出的贡献感到感激，我希望我们大家都能有一种可以外观表达我们共同兴趣和共同使命的方式。我希望这些产品能成为引发对话的起点，这样我们就有了轻松分享真正的特斯拉故事的方式。说实话，相当多的创作者商店质量并不好，你买来的东西最后可能也不会穿。我花了几个月时间跟不同的供应商来回沟通，亲自穿戴、洗涤、测试和重新设计所有产品。我必须说，这个过程是值得的，我发现自己一直在时常穿戴或使用这些产品。
I will roll out new products periodically as things happen in the Teslaverse and we know Elon gives us quotable moments pretty often. For now, we're only shipping to the United States but in time we do plan to expand that more globally. You can find the store at electrified dot shop and it'll always be in the descriptions below. Whether you ever grab something or not, I do want to say thank you to each and every one of you who has been a part of electrified. I am forever grateful for this season and I'm excited to keep watching this transition to a cleaner, better, more enjoyable future with all of you. Cheers.
我会定期推出新产品，因为在特斯拉的世界发生的事情，以及我们知道埃隆经常给我们带来可引用的时刻。目前，我们只向美国发货，但随着时间的推移，我们计划在全球范围内进一步扩展。你可以在电动商店网站上找到我们，并且它将始终显示在下方的描述中。无论你是否购买，我都想对每一个加入电动的人表示感谢。我对这个时代永远心怀感激，并且我很期待与你们一起观察这个向更清洁、更好、更愉快的未来过渡的过程。干杯！
Don't forget, check out those Fantic products linked below to take advantage of the discount. I'm telling you right now that portable tire inflator is clutch. Find more video for me this week tomorrow on Wednesday but then I will be off Thursday in Friday to return next Monday. Hope you guys have a wonderful day. 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. Thank you. Thank you.
不要忘记，点击下方链接查看那些Fantic产品，以享受折扣优惠。我告诉你，便携式轮胎充气器非常实用。明天星期三请为我找更多的视频，但接下来的星期四和星期五我会休假，下周一才回来。希望你们度过愉快的一天。如果你喜欢这个视频，请给它点个赞。你可以在下方找到我的X链接，并对我所有的赞助者表示巨大的感谢。谢谢。谢谢。