Cybertruck Range Leak / Tesla Tax Credit Changing / GM's Absurd Decision / UAW Targets Tesla ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, so of course MKBHD has early access to the Cybertruck and he shared this photo on X.

欢迎来到Electrified，我是你的主持人Dylan Loomis，当然MKBHD提前获得了Cybertruck，并在X上分享了这张照片。

If you zoom in, you'll see 265 miles of range displayed with these 9 bars right to the left. It's tough to see, but it looks like there would be a spot for up to 10 bars, so if there were 10 and each one was 10% if you had a 300 mile range, each bar would be roughly 30 miles, which would put this Cybertruck, which we would guess is the dual motor variant right around 300 miles of range.

如果你放大看，就会发现这9个条形图显示了265英里的续航里程。虽然很难看清，但是看起来应该还有一个可以用来显示10个条形图的位置，所以如果有10个条形图，且每个代表10%，那么如果你的续航里程是300英里，每个条形图大约代表30英里，这意味着这款Cybertruck应该是双电机版本，续航里程大约在300英里左右。

And if you go back to the unveil event in 2019, the dual motor all wheel drive was indeed supposed to have around 300 miles of range.

如果你回顾2019年的发布活动，双电机全轮驱动确实应该具有大约300英里的续航里程。

Here's a nice up close shot of the steering wheel, and again, hopefully tomorrow we get a demonstration of the scroll wheels and all of the Cybertruck features that they can control, plus a new look at the new user interface.

这是一张近距离拍摄的方向盘照片，而且，希望明天我们能看到滚轮和Cybertruck的所有可控功能的演示，同时还会展示全新的用户界面。

I should point out, I'm sure many will be pleased to see the horn back in the middle of the wheel, rather than one of those touch capacitive buttons that easily bumped.

我应该指出，我相信很多人会很高兴看到汽车喇叭回到方向盘中央，而不是那种容易触碰的触摸感应按钮。

Replying to my fishing for more info, Marquez did say I'll have all the numbers and precious details with this video, most likely it'll be uploaded tomorrow right after the event concludes. That video will most likely be one of the first ones we see where somebody has their hands on the Cybertruck getting to review some of the features in person.

作为回应我追问更多信息，马尔克斯说道：“我会用这个视频给大家提供所有数字和宝贵的细节，很可能在活动结束后的明天上传。”那个视频很有可能是我们第一个看到有人亲自体验Cybertruck并进行评测其某些功能的视频。

At least for now, on Tesla's Cybertruck page, we just have the countdown, no ability to place a reservation. I'm hoping that at some point after the event, Tesla puts up an actual order page and a configurator like to have up for the rest of the sexy lineup, but given Tesla has to figure out how they're going to handle everybody's reservations, I'm not positive that's what we're going to see just yet.

至少目前，在特斯拉的Cybertruck页面上，我们只有倒计时，没有预订的功能。我希望在活动之后的某个时候，特斯拉能够推出一个真正的订单页面和一个像其他性感车型一样的配置器，但考虑到特斯拉需要弄清楚他们将如何处理每个人的预订，我不确定我们现在能看到这样的页面。

I did see some people asking about Tesla's press release for the event where it said customers will take delivery of Cybertrucks, I'm assuming they were just referring to their employees as customers. And they did say Tesla will announce details about the Cybertruck again starting 2PM Central Time, live streamed on X and they said it would be on YouTube but I haven't yet seen a link for that. There was a link on Tesla's YouTube channel for a few minutes yesterday but it looks like that got taken down so we'll see.

我确实看到一些人在询问特斯拉有关活动的新闻稿，其中提到顾客将会收到赛博卡车。我猜他们只是在将员工称为顾客。他们确实说特斯拉将在中部时间下午2点再次公布有关赛博卡车的详细信息，并在X平台上进行直播，虽然他们说会在YouTube上直播，但我还没看到链接。特斯拉的YouTube频道昨天有一个链接，但似乎已被删除，所以我们再看看。

It is looking like the dual motor all-wheel drive might have right around 300 miles of range so the question now becomes will the tri-motor be over 500. Given that the Chevy Silverado EV work truck gets up to 450 miles of range, I would expect that to be a minimum for the tri-motor Cybertruck.

目前看来，双电机四轮驱动的续航里程可能接近300英里，所以现在的问题是三电机版本的续航里程会超过500英里吗？考虑到雪佛兰Silverado电动工作卡车的续航里程可达450英里，我期望Cybertruck三电机版本的最低续航里程也能达到这个水平。

The first model 3 plus has officially been delivered in Malaysia. Don't forget this market is slowly turning into a key one for Tesla as Malaysia is very focused on EVs. Tesla also just signed an agreement with Malaysia recently where Tesla will be able to sell its vehicles made in Shanghai directly in Malaysia without any import tariffs or middleman markup. Tesla is also in the process of setting up an HQ in Malaysia, they're busy rolling out the supercharger network over there and Tesla has plans to embark on EV battery manufacturing in Malaysia as well.

在马来西亚正式交付了首款Model 3 Plus。别忘了，马来西亚正在逐渐成为特斯拉的一个关键市场，因为马来西亚非常注重电动汽车。特斯拉最近还与马来西亚签署了一项协议，允许特斯拉将在上海生产的车辆直接在马来西亚销售，而无需支付任何进口关税或中间商加价。特斯拉还正在马来西亚建立总部，他们正在忙于在那里推出超级充电网络，并计划在马来西亚开展电动汽车电池制造业务。

This one will go mostly overlooked but it's something I really love to see Esther pointed out that since yesterday Tesla's solar array at a V4 location in France has actually been operational and yes this V4 location is open to all EVs. This right here really should be the blueprint for most supercharger locations. Not only will this help to drive down Tesla's energy costs over the long term but it doubles as a element protector from the rain and snow. Good to see this one up and running and hopefully in the years ahead we see plenty more just like this.

这个可能会被大多数人忽视，但我真的很喜欢看到埃斯特指出，自昨天以来，特斯拉在法国的一个V4位置已经开始运营，是的，这个V4位置对所有电动汽车开放。这真的应该成为大多数超级充电站的蓝图。不仅可以帮助特斯拉在长期内降低能源成本，而且还可以作为雨雪的防护元素。很高兴看到这个开始运行了，希望未来几年我们能看到更多像这样的充电站。

This right here is a great reminder of the really astounding feat that Tesla has pulled off over the past decade. I think that the most important thing is that we have to do with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. We have to do a lot of things with the market. If you didn't pick up on the subtitles it was a VW manager talking about Tesla struggling to sell 80,000 cars a year. They were losing a bunch of money. Meanwhile VW was producing millions of cars a year and making money and he implied that Tesla was not being run very well. Martin Vieja, Tesla's head of IR said to be fair to VW this view was shared by the overwhelming majority of industry employees or experts at the time. I don't blame them. I shared their view before 2016.

这就是特斯拉在过去十年间取得的惊人成就的一个很好的提醒。我认为最重要的是我们要与市场对接。我们要与市场做很多事情。如果你没有看到字幕，这是一位大众汽车经理谈论特斯拉每年仅卖出8万辆车的困境。他们亏损了很多钱。与此同时，大众汽车每年生产数百万辆汽车并盈利，他暗示特斯拉的管理不太好。马丁·维耶哈，特斯拉的投资者关系负责人说，公平地说，这个观点在当时是行业员工或专家的压倒性多数共享的。我不怪他们。在2016年之前，我也持有他们的观点。

Let's not forget how difficult what Tesla has done really was especially as we watch the rest of the industry try to figure out making E.D.'s profitably at scale in the years ahead. We have some potentially pretty big news here as the administration is weighing delaying some of these requirements when it comes to qualifications for the IRA credits. That means if some of these rules are pushed back and the requirements are lessened then Tesla may not have to reduce the IRA credits its customers qualify for starting in 2024. Administration officials have discussed phasing in enforcement for the rules when it comes to foreign entities of concern which were supposed to go into effect starting in 2024. A Democratic Senator said we're in ongoing discussions. I certainly weighed in to express support for the concerns of the automakers. Clearly some of these automakers have been reaching out to the administration saying that it's not reasonable for them to hit all of these requirements when it comes to battery sourcing in that short of a timeframe. They said guidance is expected this week finally from the Treasury Department when it comes to defining those foreign entities of concern who they actually are and it'll spell out the details of how much content from foreign adversaries will be allowed in the EV battery supply chain. It'll also outline what percentage of Chinese ownership would exclude a supplier from receiving the tax credit. Of course, Manchin is pushing back strongly saying there should not be any allowance for content coming from foreign adversaries.

让我们不要忘记特斯拉所做的事情有多么困难，尤其是当我们看到其他行业在未来几年中如何努力实现大规模盈利的电动汽车生产。我们这里可能有一些非常重要的消息，因为政府正在考虑推迟一些关于IRA税收抵免资格的要求。这意味着，如果某些规定被推迟，资格要求得到减少，那么特斯拉的客户从2024年开始可能就不需要减少其符合资格的IRA税收抵免。政府官员已经讨论了对涉及外国机构的规定实施逐步执行的方式，这些规定本来应该从2024年开始生效。一位民主党参议员表示，我们正在进行持续讨论。我肯定已经表示支持汽车制造商的担忧。显然，一些汽车制造商一直在联系政府，称在如此短的时间内达到电池采购要求是不合理的。财政部最终预计本周将发布相关指导，明确定义到底哪些外国机构被认为有影响力，以及允许在电动汽车电池供应链中有多少来自对手国家的内容。还将概述中国持有的百分比将使供应商无法获得税收抵免。当然，曼钦强烈反对任何允许来自对手国家的内容。

This is certainly not a done deal but there is at least now a chance that Tesla gets to keep the full $7,500 credit across its lineup for the vehicles that do qualify. It might sound odd but I do empathize with the administration on this one. It's a pretty tough balance.

这绝对不是一个确定的交易，但特斯拉至少现在有机会在其符合资格的车型上保留全额7500美元的税收减免。这听上去可能有点奇怪，但我对政府在这件事上表示理解。这是一个相当艰难的平衡问题。

On one hand, we do need to start enforcing these rules to build up our domestic supply chain when it comes to battery resources. On the other hand, it's just a fact that the supply chain to the level we need it is not going to happen overnight. It's going to take a number of years.

一方面，我们确实需要开始执行这些规定，以建立起我们国内电池资源的供应链。另一方面，供应链达到我们所需水平不是一夜之间可以实现的事实。这需要数年时间。

Still plenty of questions. We'll see if the administration gives in to the requests of the automakers and then the next question becomes well, what's going to happen politically with the election next year and we have to wait and see how that goes. Is this something that can be repealed or reversed?

仍有许多问题。我们将看到政府是否会屈服于汽车制造商的要求，接下来的问题是，明年的选举在政治上会发生什么，我们必须等待并观察情况。这些措施能否被废除或逆转？

Here we have it. If the US taxpayer isn't outraged at what the government's been doing now for years already, then this might be something that helps them wake up to what's been going on.

在这里，我们有了。如果美国纳税人对政府多年来一直在做的事情没有感到愤怒，那么这可能是帮助他们意识到发生的事情的一点帮助。

Let's have a listen to what GM just announced today. Now to another reason why shares are moving higher. General Motors deciding, you know what? We paid the union and now it's time to pay the shareholders. This is a big move.

让我们一起听一听今天刚刚公布的通用汽车消息。接下来是股票上涨的另一个原因。通用汽车决定，你知道吗？我们已经支付了工会，现在是时候回报股东了。这是一个重大举措。

A $10 billion accelerated stock repurchase program is being announced. $6.8 billion of GM shares immediately retired. I did the math depending on where they settle out on the trades. It's going to be about 17% of the float that's out there right now. 33% increase in dividend. The quarterly dividend up three cents a share going to 12 cents a share in 2024.

宣布了一项价值100亿美元的加速股票回购计划。首先回购68亿美元的GM股份。根据交易情况，我进行了计算。这将约占当前流通股的17%。股息将增加33%，每股每季度的股息将从现在的9美分增加3美分，到2024年达到12美分。

Big moves by General Motors this morning. They came out and they said, you know, we've got about 1.5 billion in EV investments that are expected to kick in next year. We're deferring those. We're pushing those out. There clearly is a shift at General Motors and I think we'll probably hear the same thing from Ford when it presents at an investor conference tomorrow.

通用汽车今晨做出重大举措。他们表示，我们计划明年推进大约15亿美元的电动车投资，但我们将其推迟了。很明显，通用汽车正在发生变化，我认为明天福特在投资者大会上也会传出类似的消息。

The shift being, look, we piled a lot of money into EVs. That market is not developing as quickly as we thought it was. We're still going to be investing there. But in the meantime, we need to be more judicious with our capital outlays.

转变是，你看，我们投入了大量资金投资于电动汽车。但这个市场的发展速度不如我们预期的那么快。我们仍然会继续在那里进行投资。但与此同时，我们需要更加谨慎地使用我们的资本支出。

First of all, right after GM ratifies new contracts with the UAW, it comes out and says, hey, here's another $10 billion for a shared buyback program. You have to wonder how the UAW members are feeling about that right now. If you're thinking Dylan, they're probably loving this GM stock is up almost 10% today. Just remember, this is purely short term financial manipulation. Nothing more.

首先，在通用汽车与美国汽车工人联合会(UAW)批准了新合同之后，它宣布说，嘿，这里还有100亿美元用于共享回购计划。你不禁想知道现在UAW成员对此是什么感受。如果你认为他们可能会喜欢这个，通用汽车的股价今天上涨了近10%。但请记住，这纯粹是短期的财务操作，没有其他意义。

We don't have to get into the whole buyback debate right now, but this simply means that GM is now going to have $10 billion less that it's spending on things like R&D and electric vehicles and battery capacity.

我们现在不必深入讨论回购辩论，但这意味着通用汽车将减少100亿美元的支出，用于研发、电动车和电池容量等方面。

As a GM investor, you would want them to take some of that money to figure out what's going on with their market share in their joint partnership with SAIC in China, where they've gone to 15% market share down to around 7 to 8%. And comically, Mary Barra has said that she thinks GM's shares remain undervalued.

作为一名通用汽车（GM）的投资者，你会希望他们拿出一部分资金来弄清楚他们与上汽集团在中国合资业务中市场份额发生了什么情况。他们的市场份额已从15%下降到约7到8%。而令人发笑的是，玛丽·巴拉（Mary Barra）表示她认为通用汽车的股票仍然被低估。

She reiterated the plan for GM to achieve low single digit profit margins on EV operations by the end of 2025. And she added, I'm personally not happy with where the stock price is. Truth is, I wouldn't be happy either. Over the last 13 years, you can see the number of days right here. And now you can't see the years down here. GM stock is up only 20% after 13 years. And that's after this 9% move today.

她再次强调了通用汽车公司在2025年底前实现电动车业务低个位数利润率的计划。她补充说，我个人对股票价格的走势并不满意。事实上，我也不会感到满意。在过去的13年里，你可以看到这里的天数。而现在你不能看到下面的年份了。在经历了今天的9%上涨之后，通用汽车股价仅上涨了20%。

Today GM also said that its new labor deals with the UAW will cost it $9.3 billion. Now that GM has some clarity, they're announcing lower profit expectations for this year. They reduced their guidance for net income to a range of $9.1 to $9.7 billion down from a previous guidance of $9.3 to $10.7 billion.

今天，通用汽车公司还表示，与UAW达成的新劳动协议将使其损失93亿美元。现在通用汽车明确了一些情况后，他们宣布今年的利润预期将会降低。他们将净收入指导范围从93亿-107亿美元降低为91亿-97亿美元。

They said the total impact for the UAW strike will cost them $1.3 billion in 2023, including the higher wages and the benefits in the deal. Bara said, we expect the pace of Cruz's expansion to be more deliberate when operations resume. And their CFO said that spending on Cruz next year will be down hundreds of millions of dollars. Cruz, which will of course be cutting a non-trivial number of jobs, also lost $700 million in the third quarter and $8 billion since 2016.

他们说，汽车工人联合会罢工将给他们带来2023年13亿美元的总体影响，包括工资提高和协议中的福利。巴拉说，我们预计克鲁兹恢复生产后的扩张速度将更为谨慎。他们的首席财务官表示，明年在克鲁兹上的支出将减少数亿美元。克鲁兹当然将削减相当数量的工作岗位，同时在第三季度亏损了7亿美元，并自2016年以来亏损了80亿美元。

Mary also said she was disappointed with ED production this year and keeps pointing at the battery module assembly delays. Plus GM said that the new labor deals with a UAW will add $3 per kilowatt hour to battery cell costs.

玛丽还表示她对今年ED生产感到失望，并一直指出电池组件装配的延迟。此外，GM表示与UAW达成的新劳资协议将使电池单元成本每千瓦时增加3美元。

In a separate article GM CFO said the strike-related costs are the result of 95,000 vehicles lost in production thanks to the strike. But why should the taxpayer be upset? Well, let's take a trip down memory lane.

在一则单独的文章中，通用汽车首席财务官表示，与罢工相关的成本是因为95,000辆车的生产中断而产生的。但为什么纳税人应该感到沮丧呢？嗯，让我们回忆一下。

Toward the end of last year, the DOE gave Altium Cell's GM's joint venture $2.5 billion for battery cell manufacturing. This money was to help finance the construction of their three factories for the Altium joint venture.

去年年底，能源部向Altium Cell的GM公司合资企业提供了25亿美元用于电池制造。这笔资金旨在帮助资助Altium合资企业建设三家工厂。

However, rather than pushing forward to create all of those good paying jobs, Altium Cell's Spring Hill plant is now going to be pushed back until sometime in 2024 due to construction delays. And rather than using more of that money to try to figure out what's going on with these Altium battery production and assembly delays, they're just going to go ahead and do a $10 billion buyback.

然而，与其继续努力创造高薪工作机会，Altium Cell的斯普林希尔工厂现已因施工延误而被推迟至2024年。而且，他们并没有利用更多的资金来解决Altium电池生产和装配延迟的问题，而是决定进行100亿美元的股票回购。

There's more though, you may recall the DOE announcing $15.5 billion in new grants and loans to support a just transition to EVs. That number included $12 billion for domestic conversion of manufacturing facilities and another $3.5 billion for the battery supply chain funding. Now of course, GM is not getting all of this money, but it's also getting a number much bigger than zero.

不过还有更多，你可能还记得美国能源部宣布投资155亿美元的新补助款和贷款，以支持向电动车的平稳过渡。这个数字中包括了120亿美元用于国内制造设施改造，另外35亿美元用于电池供应链的资金支持。当然，通用汽车并没有获得全部这笔钱，但它获得的数额绝对超过零。

GM has been receiving all of this federal funding for EVs and battery production, while at the same time they just push back and delay all of that EV production and battery cell manufacturing. Here we have GM pushing back plans to 2025 for converting a plant in Michigan to EV production. And it's not GM just cutting and delaying when it comes to EVs and batteries, but autonomy as well when it comes to crews.

通用汽车（GM）一直在获得联邦政府提供的所有电动汽车（EV）和电池生产的资金援助，然而与此同时，他们却一直推迟EV生产和电池细胞制造。在这里，我们可以看到GM将将位于密歇根州的一家工厂转型为EV生产的计划推迟到2025年。而且，不仅在EV和电池方面，当涉及到自动驾驶时，GM也在削减和推迟相关计划。

Surprisingly, Dan Ives said finally some good news for GM and sure, maybe in the very short term when it comes to the stock price, but from a long term perspective, GM is in for a world of pain.

令人惊讶的是，丹·艾夫斯表示，对于通用汽车来说，终于有一些好消息了，当然，从股票价格的角度来看，也许会在短期内有所好转，但从长远来看，通用汽车将面临巨大的困境。

Simply put, rather than GM taking those billions of dollars to do the hard work of investing and creating good jobs and pushing forward a cleaner, safer future, they're effectively cutting back and delaying all of that and instead they're going to choose to boost the stock price in the short term artificially, which indirectly taxpayers are funding.

简单来说，通用汽车不是把这数十亿美元投入艰苦的工作、创造良好就业机会以及推动更加清洁、安全的未来，而是有效地削减和推迟了所有这些努力，而且他们选择通过人为手段提高股价，从而将间接地由纳税人提供资金。

Not a Tesla app shared some 4.27 release notes for the mobile app. One of those was points of interest. You can now click on certain points of interest and get more information in a different view on the location and the hours, as well as the estimated time to the destination.

特斯拉的一个应用程序"非特斯拉应用"分享了4.27版本的发布说明，其中之一就是兴趣点。现在您可以点击特定的兴趣点，在不同的界面上获得有关该位置和营业时间的更多信息，还可以获得到达目的地的预计时间。

Every year we see the same report from consumer reports, which we've kind of exposed multiple times now in the past, but when it comes to their reliability survey for this year, they said EVs have 79% more problems than ice vehicles. However, plug-in hybrids were twice as bad with 146% more flaws than gasoline vehicles.

每年我们都会看到消费者报告中相同的报告，我们在过去多次对其进行了揭露，但是就今年的可靠性调查而言，他们表示电动汽车的问题比内燃机动力车辆多79%。然而，插电混合动力车型更糟糕，相较于汽油车，其故障率高出146%。

If you're new to this story when it comes to the EV data, it really boils down to new technology, more software-defined vehicles, and vehicles that just haven't been on the market very long, so automakers have not had as much time to refine some of these bugs. We're not going to dive into this one, just know that the report is out there if you're interested.

如果你对电动车数据的故事还不熟悉，实际上归结为新技术、更多软件定义的车辆以及市场上时间不长的车型，因此汽车制造商没有太多时间来解决一些问题。我们不会深入讨论这个问题，只要知道如果你感兴趣，这份报告就在那儿。

The main takeaway, and it's really not groundbreaking at all, but the longer you wait for a vehicle to be on the market before you purchase it, the better chance that vehicle has less problems with it. So if you're toward the end of the Cybertruck reservation line and you're frustrated, just look at the bright side knowing that it'll give Tesla more time to figure out any kinks and issues.

要点就是，这并没有什么突破性的发现，但是你越晚购买市场上的一辆车，这辆车就越有可能出现的问题越少。所以，如果你在Cybertruck预定队列的尾部，并且感到沮丧，想一想积极的一面，这将给特斯拉更多时间来解决任何问题和难题。

Mercedes is going to stop producing its flagship EV, the EQS in the United States, and they're moving that production to Germany. This changeover is expected to happen at the middle of the decade, and they're going to be replacing that production with a higher-volume GLC EV, which they're describing as a cash cow.

梅赛德斯将停止在美国生产其旗舰电动车EQS，并将该生产线迁回德国。这一转变预计将在本十年中期实施，并将用产量更高的GLC电动车来取代该生产线，他们将其描述为一头“摇钱树”。

GLC production in the US should begin in Q1 2026, and they're aiming for 50,000 vehicles in the first year, which would be more than double the EQS production right now. The GLC should have around 300 miles of range, and an all-new design, and the US production will help make it eligible for tax credits. In the first three quarters of this year, Mercedes only sold 7,086 EQS SUVs in the US.

在美国制造GLC车型的生产计划预计将于2026年第一季度开始，并且他们的目标是在第一年内生产出5万辆汽车，这将是目前EQS生产量的两倍以上。GLC的续航里程应该约为300英里，并且拥有全新的设计，而美国的生产将有助于使其符合税收抵免的条件。今年前三个季度，梅赛德斯在美国仅销售了7,086辆EQS SUV的车型。

Toyota is selling a portion of its stake in the world's second biggest automotive supplier Denso, and they're planning to use that windfall to invest in batteries, hydrogen, and software.

丰田正在销售其在全球第二大汽车供应商日本电装公司的部分股权，并计划利用这笔收益投资于电池、氢能以及软件领域。

We said it months ago, we knew it was coming, the UAW was looking to use its momentum to attack not just Tesla, but essentially the rest of the non-unionized auto industry. They're launching a first-of-its-kind push to publicly organize the entire non-union auto sector in the US. Workers at 13 non-union automakers were announcing simultaneous campaigns across the country to join the union, including at Tesla, Toyota, VW, Hyundai, Rivian, Nissan, BMW, and Mercedes. But there's more, they're also targeting Honda, Subaru, Mazda, Lucid, and Volvo.

我们几个月前就说过，我们知道这一天会来临，美国汽车工人联合会（UAW）寻求利用自身的势头，不仅攻击特斯拉，而且实质上攻击非工会化汽车行业的其他厂商。他们发起了一场独一无二的运动，公开组织整个美国的非工会化汽车行业。13家非工会汽车制造商的员工在全国范围内宣布同时展开组织联合的活动，包括特斯拉、丰田、大众、现代、Rivian、日产、宝马和奔驰。但这还不止，他们还将目标对准了本田、斯巴鲁、马自达、Lucid和沃尔沃。

Here's the union strategy. They said if 30% of workers at a non-union plant signed cards looking to join, it would then make that public. If 50% of workers looked to join, the UAW would hold a rally with fame to tout the effort. At 70% and with an organizing committee in place, the UAW would seek recognition or demand a union representation vote.

这是工会的策略。他们说，如果非工会工厂有30%的员工签署了加入工会的申请，他们将会公开宣布此事。若有50%的员工表示要加入，美国汽车工人联合会（UAW）将举行一场集会，并邀请名人来宣传这一努力。当工厂内有70%的员工支持并建立了一个组织委员会后，UAW将寻求获得认可，或者要求进行工会代表选举。

It looks like in the months ahead, we're in for some interesting back and forth when it comes to the UAW and those non-unionized workers at other automakers. The UAW actually has a website up now for this first-of-a-kind move. It's uaw.org/slashjoin, and for Tesla, they said, Elon's the richest man in the world with a net worth of $230 billion. US production has more than doubled since 2020 and Tesla sales are booming. The question is, will Tesla workers get their fair share? This should be interesting.

看起来在未来的几个月里，关于UAW和其他汽车制造商的非工会化工人，我们可能会看到一些有趣的来回。UAW实际上已经建立了一个这样独一无二的行动的网站。它是uaw.org/slashjoin，而对于特斯拉来说，他们说，埃隆是世界上最富有的人，净资产达到2300亿美元。自2020年以来，美国的生产量已经翻了一番，特斯拉的销售也在蓬勃发展。问题是，特斯拉的工人能否获得他们应得的份额？这将会很有趣。

No video for me tomorrow on Thursday for the Cybertruck Delivery event. We've all been waiting for this now for 4 plus years, so I'm just going to enjoy the day, jump on different streams, and take it all in. You'll see me again on Friday once I have a chance to digest everything that is undoubtedly going to happen tomorrow.

明天星期四的Cybertruck交付活动我不会发布视频。我们都已经等待了4年多，所以我打算好好享受这一天，观看各种直播，然后将其全部消化。在明天无疑会发生的一切都过后，你们将在星期五再次看到我。

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.

希望你们有一个美好的一天，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，并且非常感谢我所有的Patreon支持者。