First Cybertruck Reviews — “It’s Unbelievable!”

Hey everybody, Rob Bauer here. Welcome back to Tesla Daily Today. We are of course going to continue to talk about the Cybertruck. We have the first reviews coming in over the last few days, so we'll take a look at those and some of the comments from these first reviews.

大家好，我是 Rob Bauer。欢迎回到《特斯拉日报》。今天我们当然会继续讨论 Cybertruck。在过去几天里，我们已经看到了第一批评测，所以我们会看一下这些评测以及一些评论。

Then we have a handful of other news that we'll catch up on as well. Starting off with the stock, Tesla today down 1.4% closing at $235.58. The NASDAQ down about 8.10% today. Pretty similar to Tesla's normal beta, maybe even a little bit below.

然后，我们还有一些其他的新闻要补充一下。首先是股票方面，特斯拉今天下跌了1.4%，收盘价为235.58美元。纳斯达克今天下跌了大约8.1%，与特斯拉的正常 β 值相当，甚至可能略低一些。

But in general, we've made it through the Cybertruck event now. As we all know, Tesla events in general in the past carry the risk at least, maybe not every single time, but carry the risk of significant underperformance following those events as the market reacts to what we learn and as perhaps expectations, which sometimes run out of control or maybe not met in some cases.

总的来说，我们已经度过了Cybertruck事件。众所周知，在过去的特斯拉事件中，至少存在着一定的风险，可能不是每一次，但市场会对我们所了解的信息作出反应，而期望有时可能失控或未能满足的情况下，往往会导致显著的低迷表现。

In this case, with the details that we talked about with price and range, obviously a lot of great things with the Cybertruck, but those two things being big headline drivers, I'm glad that we've now made it through that initial period after the unveil, with the stock still holding up relatively close to where it was going into the event. I think in general, a positive to see that.

在这种情况下，通过我们谈论的价格和尺寸等细节，显然Cybertruck有许多优点。但这两个方面是最重要的关键点。我很高兴我们现在已经度过了车型首次发布后的这个初期阶段，而股票仍然保持相对稳定，接近发布会前的水平。总体而言，这是一个积极的现象。

I do think that some of the reviews that we've seen so far, probably helping a little bit with that, they have generally been quite positive, I would say. The Tesla gave three different reviewers the availability of the Cybertruck to make their reviews. They were embargoed, released early morning on Friday.

我确实认为，到目前为止我们看到的一些评论可能在一定程度上起到了帮助，总的来说，这些评论都相当积极，我想说。特斯拉给了三名不同的评论者机会对Cybertruck进行评价。这些评论被禁止发布，提前在周五早晨公布。

I would have loved to have talked about the amount of Fridays just to work out quite with the schedule, but we got reviews from MKBHD, Top Gear and HagerD, Jason Camise.

我本来很想讨论一下有关周五的数量，以便更好地安排日程，但我们收到了来自MKBHD、Top Gear和HagerD、Jason Camise的评价。

We'll talk about some of the details from some of those, but just in general pointing out, we can see Marquez Brownlee on here. This already has 13 million views, if I refresh, that's probably can continue increasing. That's already one of his top 15 videos, so in the top 1% of the total videos he's ever published, obviously has been due in a long time.

我们来讨论一些细节，但总的来说，我们可以看到玛尔克斯·布朗利在这里。这个视频已经有1300万次观看，如果我刷新，可能会继续增加。这已经是他的前15个视频之一，所以在他所发布的全部视频中，占比已经在排名前1%，显然已经经过了很长时间的积累。

But just three days into this, this is already one of the most popular videos. As you can see, it stands a pretty good chance to make it into maybe that top 5 spot as views continue to increase. It just shows very high interest in this initially.

但是仅仅三天过去了，这已经是最受欢迎的视频之一了。正如你所看到的，随着观看量的不断增加，它有很大的机会进入可能的前五名。这显示出人们对它的最初兴趣非常高。

The other reviews from Top Gear and HagerD, again, we'll go through some of the details, but the Top Gear 1 did have, it was joined by Franz and Lars, so we got some more insight into the engineering and design decisions alongside the Cyberchuck, some other key details, like, or some other interesting details, like one of the initial sketches of the Cyberchuck here from Franz. And then from Jason Camise, we got the HagerD super high budget, very interesting review.

《汽车档案》和《HagerD》的其他评论中，我们会详细讨论一些细节，但《汽车档案》的评论中提到，有Franz和Lars的参与，所以我们获得了更多有关Cybertruck工程和设计决策的见解，还有其他一些关键细节，比如Franz在这里的一些Cybertruck初步设计示意图。而来自Jason Camise的《HagerD》则给出了一个超高预算、非常有趣的评论。

And they also did about an hour and 20 minute long podcast discussion. So all of these three reviews, and then both this podcast discussion and an MKBHD podcast discussion, those are all linked below. So if you want to check those out, please do.

他们还进行了一小时二十分钟长的播客讨论。所以这三篇评论以及这个播客讨论和MKBHD的播客讨论，下面都有链接。所以如果你想要查看，欢迎。

We're not going to spend as much time on the reviews specifically, again, this was a number of days ago, I assume if you're watching TASL Daily, you've probably at least watched most of the reviews that have been published so far. So I do want to focus on just a couple of highlights that I found, particularly when we talk about the Jason Camise 1 and his comments, I think those were probably amongst the most informed that we heard of.

我们不会花太多时间专门讨论评论，再次强调，这是几天前的事了。我假设如果你正在看TASL Daily，你可能已经至少看过大部分已经发布的评论。所以我想着重讨论一些我发现的亮点，特别是当我们谈到Jason Camise 1和他的评论时，我认为那些可能是我们听到的最有见解的评论之一。

But I do also want to start with Top Gear, because they, as I said, have Mars and Franz on. So we got a little bit more detail from that specifically that, you know, Tesla kind of announced during that. So overall though, their review was that about the Cyberchuck, if you loved it, when you made a reservation, you're going to love it even more when you meet it for real. So that was kind of the summary from their perspective. Obviously, there's going to be positives and some negatives included. We'll talk a little bit more about those things.

但我也想从《Top Gear》开始，因为正如我所说的，他们的节目里有马斯和弗兰兹。所以我们从他们那里获得了一些关于这方面更详细的信息，你懂的，特斯拉在那期节目中有一些宣布。虽然如此，总体而言，他们对Cybertruck的评价是，如果你在预订时喜欢它，那当你真正见到它时，你会更加喜欢。那就是他们的观点总结。显然，会有一些正面和负面的评论。我们稍后再谈谈这些方面的事情。

But they said that the range extender is going to be 50 kilowatt hours. We don't know if that's verified or not, but they said the battery pack in Gen. 123 kilowatt hours. We've heard that a number of times now. They're saying 50 kilowatt hours on the range extender.

但是他们说，增程器的续航能力将达到50千瓦时。尽管我们不知道这一点是否经过验证，但他们说第123代电池组将达到123千瓦时。我们现在已经听到了这个说法好几次了。他们声称增程器的续航能力是50千瓦时。

They did confirm with Lars that 350 kilowatts will be the capability for charging at the version for Supercharger. You may have seen on X-Dru but Gleenham also had a couple of posts about how they were able to manage the battery architecture to allow for essentially 400 volt compatibility with the three Superchargers and below. So kind of interesting there, but it will be able to take higher speeds at version four right now up to 350. Maybe that'll change in the future.

他们与Lars确认，Supercharger版本将具备350千瓦的充电能力。你可能在X-Dru上看到过这一点，但Gleenham也有几篇帖子介绍了他们如何成功调整了电池架构，实现了与三个Supercharger及以下兼容的400伏特配置。所以可以说很有趣，但目前版本四可以支持更高的速度，最高达到350千瓦。也许这在未来会有所改变。

And Lars said that that would be 15 to 18 percent, sorry, 15 to 85 percent. So recovering 70 percent of the battery in about 18 to 20 minutes. That performance is much better than what Tesla's website currently shows because that's likely quoting the recovery time for the V3 250 kilowatt hour max or yeah, 250 kilowatt max. So great to have that detail confirmed. They also said Lars also said that about production in an ideal case, maybe it'll take us 12 to 15 months to get to that rate. So end of next year, but it's only going to move as slowly as whichever one of those things has the first problem, those things referring to all the different new technology that Tesla has incorporated in the Cybertruck like we had talked about on Thursday.

拉斯说那个百分比应该是15到85％，而不是15到18％，所以在大约18到20分钟内可以恢复70％的电池。这个性能比特斯拉网站目前显示的要好得多，因为那可能是引用了V3 250千瓦时的最大恢复时间，是250千瓦的最大容量。所以很高兴能够得到这个细节的确认。他们还说，拉斯还说在理想情况下，可能需要我们12到15个月才能达到那个速度。所以明年年底，但它的速度只会随着其中一个问题首先出现的那个技术而慢慢推进，这些技术是指像我们上周四讨论过的特斯拉Cybertruck中引入的所有不同新技术。

So a reiteration kind of about what Elon had said that it's going to take them time to get there and then get to cash flow positivity from that point. He wanted said maybe 12 to 18 months. So a little bit of a maybe a better timeline there from Lars, but not materially different. But basically said, just towards that next year, they should be producing at a high rates or at least that's what they're targeting.

所以，这是对埃隆所说的重新阐述，他说他们需要时间才能实现盈利并达到现金流的正面性。他说可能需要12到18个月。所以，Lars给出了一个稍微更好的时间表，但并没有实质性的差别。但基本上他说，明年他们应该能以较高的速率进行生产，至少这是他们的目标。

And then they also the top gear guy also asked both of them, would this have been possible with any other boss than Elon? And I think we all know the answers to that. They say an emphatic no in this case.

然后他们还问了Top Gear的那个人，除了埃隆以外，是否有其他老板能实现这个事情？我想我们都知道答案了。在这种情况下，他们坚决回答不可能。

So looking then at some of the comments from Jason Camisa, and then we'll go back a little bit to some of the details from the other reviews. This one I thought was great. I would if you're going to watch one thing kind of outside of the reviews, I would spend the hour and 20 minutes that it took, put it on 2x if you want. But I really recommend watching this conversation, the car mudge and show. They have spent a lot of time with a lot of vehicles. It's very clear.

看看Jason Camisa的一些评论，然后我们再回顾一下其他评论的一些细节。我觉得这个评论很好。如果你要选择在评论之外观看的一个东西，我会花一个小时20分钟的时间去看这场对话，如果你想的话，可以加快2倍速。但我真的建议你去看这个节目，Car Mudge和Show。他们花了很多时间研究了很多车辆，这一点非常清楚。

I think from the other reviews, MKBHD is coming from it maybe as from more consumer perspective. These people coming to it from more of a car or an engineering perspective. So really great to kind of see their insight. But just overall, Jason Camisa said, I really did go into this whole experiment, kind of hating the Cybertruck, hating everything it stood for, hating the way it looks, the idea of all the excess. And I kind of came away from it like loving it. And then his co-host asked respecting it and he said no, loving it. He was very, very positive throughout this. And I think part of that is again the difference between the approach from MKBHD, which is again a little bit more of a sort of consumer products background obviously for him versus Jason Camisa, I think had a real respect and appreciation for all the engineering details that Tesla has put into this vehicle and sort of the benefits to the end product that those end up bringing out. So he said what they did in the background is nothing short of, I don't want to say an engineering miracle, but I think the Cybertruck advances the art of the truck far more than the Model S advanced the art of the automobile. So although he's talking about art there, my perspective on what he was talking about was just more of the design and engineering rather than just something like a physical form, which maybe you would initially think of with art, but he's talking more of the engineering and design in general.

我认为从其他的评论中来看，MKBHD可能是从更多的消费者角度来看待这个问题的。而这些人则更多地从汽车或工程的角度来看待。所以能够见到他们的见解真的很棒。但总的来说，Jason Camisa说，我真的对这个Cybertruck的整个实验有些排斥，讨厌它所代表的一切，讨厌它的外观，以及所有过度消费的概念。但最后，我却非常喜欢它。然后他的合作伙伴问他是否是在尊重它，他说不，是在喜欢它。他在整个过程中非常非常积极。我认为部分原因是MKBHD和Jason Camisa的不同方式——显然MKBHD更多地从消费品背景来看待这个问题，而Jason Camisa对特斯拉在这款车上投入的所有工程细节都非常尊重和欣赏，以及对最终产品带来的好处。他说他们在背景中所做的工作堪称不亚于工程奇迹，尽管他在谈论艺术，但我对他所说的观点的理解更多地是指设计和工程，而不仅仅是物理形态，这是我们最初对艺术的理解，而他更多地提到的是设计和工程的一般概念。

So again, really high praise and that's coming in from a perspective of being relatively negative prior to the review. And actually mentioned that he was trying to figure out a way to be positive and he said I'm just going to go into this video and just share the information and not really give my opinion on things. But he said that now that he's had the experience, his opinion has obviously changed pretty significantly. So again, from Jason Camisa, a number of other great details here, he said on paper, it just kind of does everything better than everything else. Said the interior is huge, big, huge backseat. His off-road ability has got to be up there with the best of the best of them. Forward visibility is not bad. He said rear visibility. Obviously, that's a little bit of a challenge with the tonneau cover.

所以，再次高度赞扬，并且这是以前评审相对较负面的观点来表达的。实际上，他提到他曾试图找到一种积极的方式，并说他只是打算在这个视频中分享信息，而不是真正给出自己的意见。但他说现在他已经有了这个体验，他的观点显然发生了相当大的变化。所以，根据Jason Camisa以及其他许多伟大的细节，他说从技术上讲，它似乎比其他一切都做得更好。他说内部空间很大，后座很宽敞。它在越野能力方面肯定能与最好的车型媲美。前方视野还不错。他说后方视野显然因为导航罩有点挑战。

As I'm sure many of you have seen, Tesla is handling this with the rear view camera, which you can make always visible on the user interface on the touchscreen if you want. He said this thing rides like a dream on door opening. A lot of people with Tesla doors tend to have concerns about ice. He said that Tesla said that you can put an inch layer of ice on the door and the actuator for the door will just shatter the ice and open the door. MKBHD said the exact same thing. He said an inch. Lars in the top gear interview said half an inch. So we're somewhere between half an inch and an inch that could be covering the vehicle door and this motor is so strong that it will actually still open. So I think hopefully a comforting detail in that regard for those in winter climates.

我相信你们许多人都看到了，特斯拉通过后视摄像头来处理这个问题，如果你愿意的话，你可以在触控屏上使它一直可见。他说这个车门的打开感觉就像梦一样顺畅。许多特斯拉车主对冰块有些担忧。他说特斯拉公司表示，你可以在车门上覆盖一英寸厚的冰层，车门的驱动器将会粉碎冰块并打开车门。MKBHD也说了同样的话。他说一英寸。《Top Gear》的Lars在采访中说半英寸。所以，我们所说的覆盖车门的冰块厚度应该在半英寸和一英寸之间，而这个电机非常强大，仍然能够打开车门。所以，我认为对于那些处于寒冷气候的人来说，这应该是令人安心的细节。

He also said in terms of some of the negatives or some of the downsides that he thinks this stainless is going to be a problem from a housekeeping perspective, just keeping fingerprints off of it and things like that. Obviously, we've seen from some of the prototype vehicles that that is something that probably is going to be a challenge if it's not consistently maintained. How important that's going to be for people, obviously going to depend on the person. And then he did note that there were also some sharp edges on the vehicle where if you're not careful, it could be something that I don't know if it'll cut you or just maybe be a non-comfortable encounter, but he noted that as one of his concerns too. But overall, I think those would be relatively minor compared to some of the positives that he had to say here.

他还表示，从家政角度来看，他认为这种不锈钢材料可能会带来一些问题，比如难以保持不留指纹等。显然，从一些原型车中我们可以看到，如果不经常保养，这可能是一个挑战。对于人们来说，这有多重要将取决于个体。他还指出车辆上还有一些锋利的边缘，如果不小心可能会划伤或者引起不舒适的接触，他也将此作为他的一项担忧。但总的来说，与他在这里提到的一些优点相比，这些问题可能相对较小。

He actually also said that Tesla sent a how to engineer a 48 volt vehicle PDF to every other auto CEO and supplier. This is going to be an industry wide, could be a potentially industry wide movement. If more suppliers can get on board with this, more auto companies get on board with this, hopefully the whole industry can eventually leap forward like it did 70 years ago when it went from six volts to 12 volts. Here would be an even more significant improvement. But one of the reasons this hasn't happened is again because it is so the industry is so built around 12 volt production that it really is a pretty big lift. So if others can help with that, that'll help with Tesla's cost as well.

他实际上还说，特斯拉向每个汽车首席执行官和供应商发送了一个有关48伏特车辆工程的PDF。这可能会成为整个行业的运动。如果更多的供应商参与其中，更多的汽车公司加入其中，希望整个行业最终能够像70年前从6伏特跃升到12伏特那样，取得更重大的进步。但是其中一个原因是，由于整个行业都是围绕12伏特生产，所以这个转变确实是一个相当大的挑战。因此，如果其他人能够提供帮助，这也将有助于特斯拉降低成本。

So some choice language here, maybe not for everybody, but he said I would hang myself if I worked for a traditional car company right now out of sheer embarrassment. When they start pulling this thing apart, their mind is going to be blown to the point of like, why do we even come to work every day? A seismic shift, it's unbelievable. So again, coming into it with the perspective of, you know, hating everything it stood for to ending up here saying it's, you know, it's unbelievable in a positive way. I think shows just, you know, the engineering marvel that Tesla has on their hands with this hybrid truck.

所以这里有一些选择性的言辞，可能并非适合所有人，但他说如果我现在为一家传统汽车公司工作的话，我会因为极度尴尬而选择绞死自己。当他们开始拆解这个东西时，他们的思维会被震撼到如此程度，以至于会想，为什么我们每天都要来上班呢？这是一次地震级的变革，简直难以置信。所以，再次强调，以曾经对它所代表的一切抱有厌恶情感开始，最后却说出这是不可思议的（积极意义上）。我认为，这展示了特斯拉手上拥有的工程奇迹——这款混合动力卡车。

And again, in general, across these three reviews, I would say very positive. If you do listen to MKVHD's sort of podcast, he has his waveform podcast in addition to the review here. They're a little bit less positive on it, a little bit more mixed, definitely still, you know, in general, I would say leaning positive, but had maybe a little bit more negative feedback or a little bit more questions about certain things or just didn't seem quite as blown away as a Jason Camisa did a top here, maybe a little bit more in the middle. And I think maybe that shows a little bit of a difference again from where they're approaching it from with maybe Jason Camisa having a little bit more appreciation for some of those engineering details again. And Marques Brownlee maybe thinking of it from a different perspective, not there's anything wrong with either of them, you know, just because you create this technological or engineering marvel doesn't mean that it's going to sell. So I think both perspectives are good and interesting. But in terms of just overall detail, again, I would spend the time on watching this video up here. And again, all those are linked down in the description.

再说一次，总的来说，从这三篇评论来看，我会说非常积极。如果你经常听MKVHD的播客，除了这篇评论外，他还有一个名为Waveform的播客。在那里，他对这款产品的评价稍微不那么积极，有些抱持中立的态度，但总的来说，我会说他还是倾向于积极的，只是可能有一些更负面的反馈或对某些事物有更多疑问，或者他可能没有像Jason Camisa那样感到惊艳，可能更中庸一些。我认为这也许再次显示了他们对待这个产品的角度有些不同，也许Jason Camisa更欣赏一些工程细节。而Marques Brownlee可能从不同的角度来考虑，这并不意味着有什么问题，毕竟你创造出这样一个技术或工程奇迹并不意味着它一定会畅销。所以我认为这两种观点都是好的和有趣的。但就整体细节而言，我还是建议您花时间观看这个链接上的视频。而且，所有链接都在描述中提供了。

Now, in terms of some comparisons, people are kind of building out comparison charts. So a good one here from Zilux on X. This compares basically comparable trim levels of a cyber truck, the Rivian R1T and the forward lightning. So there's a Google sheet for that, which I have linked down in the description as well. And like Jason Camisa said, basically the cyber truck at this price point, comparing favorably across most metrics relative to these other vehicles.

现在，就一些比较方面，人们正在建立比较图表。这里有一个来自Zilux关于X的好例子。它基本上比较了Cyber Truck、Rivian R1T和Forward Lightning这些可比较的不同配置级别。这方面有一份谷歌表格，我在描述中也附上了链接。就像Jason Camisa所说的那样，基本上在这个价位上，相对于其他车辆，Cyber Truck在大多数方面具有较好的比较优势。

And probably the most important perspective, at least from a business standpoint, one that's not covered on here would be cost and profitability, right? So we know Rivian losing significant amount of money even from a girls profit perspective forward. They break out their financials for EVs. They're also losing a significant amount of money from a girls profit perspective. Tesla, it's going to start there. But as Tesla ramps up, I think their odds of getting their costs significantly below these other two vehicles for a product that is relatively comparable with obviously a lot of new technology. I think the odds are obviously much better for Tesla. So it'll be interesting to see how this sort of evolves in terms of volume and revenue and all those sort of things. But nevertheless, an interesting look at this at this stage.

也许最重要的观点，至少从商业角度来看，是成本和盈利能力，对吧？所以我们知道Rivian即使从利润角度来看，也在承受巨额的亏损。他们公布了他们电动车的财务状况。从利润角度来看，他们也在遭受巨额亏损。对于特斯拉来说，它将从那里开始。但随着特斯拉的扩大规模，我认为他们将更有可能大幅降低成本，使产品相对可比，显然拥有很多新技术。我认为特斯拉的胜算显然更大。所以看这个发展成什么样的规模和收入，这将是一个有趣的观察。不过，在这个阶段上，这是一个有趣的观点。

We also we don't have a whole lot of information on new deliveries and things like that. There were people external to Tesla that did take delivery that much is clear at this point. We'll talk a little bit more about that tomorrow, I think, but Nick Cruz-Battain here on X saying that in some of the source code for the Tesla order page, they do say that deliveries are starting in December, 2023 in California, in Texas with more states in 2024. So I don't know if anyone has actually made it into seeing this on the website or not. If you have, please confirm that with me. But it does sound like that's a detail that is included for the moment. So we'll continue to keep a close eye on that as hopefully we hear some of some more deliveries somewhat soon.

我们对于新的交付和类似的事情也没有太多信息。至少从目前来看，特斯拉外部有人确实进行了交付。明天我们会详细讨论这个问题。在特斯拉订单页面的一些源代码中，尼克·克鲁兹·巴坦在X上指出，他们确实表示交付将于2023年12月在加利福尼亚和德克萨斯开始，并在2024年在更多州开始。对于是否有人实际上在网站上看到了这一信息，我不清楚。如果有的话，请与我确认。但目前看来，这似乎是一个包含的细节。因此，我们会继续密切关注，并希望很快能听到更多关于交付的消息。

In the meantime, Tesla is emailed customers that did have a Cybertruck reservation and they are offering $1,000 off lease or purchase of a new Tesla before the end of the quarter. So another little additional incentive in addition to the referral program and of course the inventory discounts that we have seen so far. Hopefully there will be people that, you know, we've talked about price point and things like that. That's going to move some people off of the Cybertruck. Hopefully we see some people in that bucket convert over and I think that's what Tesla is trying to kind of accomplish with this with this targeted email. All right. So lots of stuff on the Cybertruck. There's going to continue to be lots more stuff, lots more on the Cybertruck and we'll try to keep track of all of those sort of things. But we'll move on for now.

与此同时，特斯拉正在给那些已预订Cybertruck的客户发送电子邮件，并在本季度结束前提供1000美元的租赁或购买新特斯拉的折扣。因此，这是一项额外的小奖励，除了我们已经看到的推荐计划和库存折扣。希望还有一些人，我们已经谈过价格点和其他事情了，这可能会让他们放弃Cybertruck。希望我们能看到一些人在这个范畴内进行转化，我认为这就是特斯拉试图通过这个有针对性的电子邮件来实现的目标。好了，关于Cybertruck还有很多内容。还会有更多关于Cybertruck的东西，我们会尽量追踪所有这些。但现在我们继续说其他的吧。

We've got a fun headline here out of Australia. It says SEC invests in one of the world's biggest battery projects. Of course, SEC here not meaning what we would normally think it would mean on Tesla daily. This I think stands for the sustainable man. I looked it up now. I forgot and I knew I was going to forget. So actually have pulled up here sustainable energy corporation. This is out of Victoria, Australia. They are going to be investing in a massive battery pack project. As we can see here, 600 megawatts. Tesla is going to be supplying the batteries and in terms of energy storage, that'd be the power for the batteries, the energy storage is going to be 1.6 gigawatt hours. So this is going to be one of the largest battery projects in the world. It's supposed to be completed in late 2025 and they are actually going to continue to invest. This is the first of a up to $1 billion investment towards building 4.5 gigawatts of new power through renewable energy and storage projects.

我们在澳大利亚发现了一个有趣的头条。标题是SEC投资世界上最大的电池项目之一。当然，这里的SEC不是指我们通常认为的特斯拉每天会成为的那个意思。我现在查了一下，我忘了之前，而且我知道我会忘。实际上，这里指的是可持续发展委员会（sustainable energy corporation）。这个委员会位于澳大利亚的维多利亚地区。他们将投资一个庞大的电池组项目。就像我们在这里看到的，容量达到600兆瓦。特斯拉将为这些电池提供能量储存，储能容量将达到1.6吉瓦时。所以，这将是世界上最大的电池项目之一。预计会在2025年底完成，并且他们实际上还会继续投资。这是一个高达10亿美元的投资计划，旨在通过可再生能源和储能项目建设4.5吉瓦的新电力容量。

If you look at that, you say, okay, 600 megawatts of this 4.5 gigawatt hours, sorry, gigawatts, is planned, that's only a really small chunk. This would actually, if the power to energy storage ratio stays the same, this could potentially represent up to 12 gigawatt hours of energy storage eventually. So pretty exciting to see that and we continue to just, I think, see more and more momentum for Tesla energy. And then also in Australia, we've got an update here from Jules on X that is saying that there are now supercharger V4s being installed in Australia. So it looks like this would be the first one. It's not active yet, but it looks like this is an all-berry in Australia. So keep it on that and we should see, I would imagine, more stations of the V4 capacity soon. Also got an update here from Green on firmware. So he is spotting that in the new version, the new FSD version, there is speed camera awareness for both fixed and mobile red light camera awareness and a combination of both via Tesla maps, which would be the mapping technology Tesla is using in the navigation. And they say he says a number of navigation features are in the wings, including avoid construction on route and U-turn control. Not exactly sure what that would entail, but in general here, a lot of ways like features continuing to show up in the firmware, continuing to be added over time.

如果你看看这个，你会说，好吧，这4.5吉瓦小时中的600兆瓦是计划中的，这只是一个非常小的一部分。实际上，如果功率与储能比例保持不变，这可能最终能表示高达12吉瓦小时的储能。所以看到这一点非常令人兴奋，我们继续看到特斯拉能源越来越多的动力。然后在澳大利亚，我们得到了来自Jules的更新，说他们正在澳大利亚安装超级充电 V4。所以看起来这将是第一个，虽然还没有开始运作，但看起来这是在澳大利亚的奥尔伯里。所以继续关注这一点，我想我们很快应该会看到更多V4容量的充电站。然后在固件方面，我们也得到了来自Green的更新。他发现在新版本的FSD中，有关速度摄像头和红灯摄像头的意识，并通过特斯拉地图（应该是特斯拉在导航中使用的地图技术）的组合来实现。他说有许多导航功能正在准备中，包括规避施工路线和U型转弯控制。不太确定那将涉及什么，但总的来说，在固件中不断出现和不断添加各种功能。

So I think a lot of people will find that to be welcome news. We've also got updated China sales. We'll get insured vehicle numbers tomorrow for the week, but for November, we now have the wholesale sales figure. As the week progresses, this will likely fill in. We should have all these numbers by next week, but for now, 82,400 vehicles of wholesale sales, which is retail or domestic sales plus exports for the month of November.

所以我认为很多人会发现这是一个受欢迎的消息。我们还获得了最新的中国销售数据。明天我们会得到本周的投保车辆数据，但对于11月份，我们现在已经有了批发销售数据。随着本周的进展，这些数字很可能会填补。我们应该在下周之前有了所有这些数字，但现在为止，11月份有82,400辆车的批发销售，这包括零售或国内销售以及出口。

So one of the best months in the last few, nice to see that. Pretty similar to the production total for last month. So really the big question for me is going to be that production number that will really give us some insight into where the total quarter can end up. And of course, continue to keep a close eye on the progress of the Model 3 Highland ramp, which looked to be pretty much full speed beginning in October. So good to see that, but we'll keep an eye on that as those numbers come in.

在过去几个月中，这是最好的几个月之一，很高兴看到这样的结果。与上个月的总产量相当相似。所以对我来说真正的问题就是那个产量数字，它将真正给我们一些关于整个季度结果的见解。当然，我们还要继续密切关注Model 3 Highland 生产线的进展，从十月开始看起来已经基本达到全速运转了。所以看到这一点很好，但随着这些数字的到来，我们还将继续密切关注。

And then just a quick one here, we do have some more Cybertruck merch as that merch that has been added to Tesla's site. So if you want to go check those out, check those items out, you can. And then a quick one on Ford here, they have posted their November US sales. I just wanted to highlight this, especially as we're now heading into this hybrid truck era, which is exciting. I just wanted to take a quick look at their sales.

接下来再说一个小事，我们有一些更多的Cybertruck周边商品，这些商品已经添加到特斯拉的网站上了。所以如果你想去看看这些商品，可以去看一下。然后再说一下福特的情况，他们发布了他们11月在美国的销售额。我想特别强调一下这一点，尤其是我们现在进入了混合动力卡车时代，这很令人兴奋。我只是想快速看一下他们的销售情况。

We've talked about this quite a few times over the last few months. So this is F-150 Lightning US sales. I know I'm covering up the top bar of that last bit there. But that goes up to around 4,500 and this bar is almost at the top. So during this period, there were a lot of people commenting on, oh, Ford is, there's no demand, no sales on the F-150. It's kind of downtrending. But during this period of time, they had downtime at the factories. They were making updates to the factories. And now after that, we are starting to see a return to previously unparalleled levels of sales in the US for the F-150 Lightning. So certainly good for them to see that. We'll continue to keep an eye on this.

在过去的几个月中，我们已经谈论了这个问题很多次。所以这是F-150闪电在美国的销售情况。我知道我挡住了最后一条数据的顶栏，但它大约超过了4,500，而这个柱形图几乎到了顶部。所以在这个时期，有很多人评论说，福特的F-150没有需求，销量下降。但是在这段时间里，他们的工厂停工进行了一些升级。现在在那之后，我们看到F-150闪电在美国的销售量正在回到前所未有的水平。所以对他们来说当然是好事。我们将继续关注这个情况。

Obviously, during this period where this downtime was occurring, maybe there's some pent up demand and things like that. So it would be interesting to see how sustainable that is. And again, sorry. Again, especially as we head into this hybrid truck era. But nevertheless, good to see that for the Ford F-150 Lightning. That's about 40% of their annual sales here to date in the last two months.

显然，在这个间隙期间，可能存在一些积压需求之类的情况。所以看到这是否能持续下去很有意思。再次抱歉。再次强调，特别是在我们进入这个混合动力卡车时代之际。但无论如何，很高兴看到福特F-150闪电版取得了这样的成绩。在过去两个月中，这约占到他们年度销售额的40%。

Then for the Mustang Mach E, just also take a quick look at that as well. Not as hot of a start to the fourth quarter. They're tracking already. I think they're only at about half of the sales of the last quarter through two months. So it does look like a little bit tougher of a Q4 for the Mustang Mach E. I'm not super well aware of if they are, and here's the quarterly view, of if there is downtime there impacting the Mustang Mach E. Like we had talked about with the Ford F-150. But obviously competitive environment with the Model Y to compete with there.

然后再看一下野马Mach E的情况吧。第四季度的开局并不太乐观。他们的销售进展已经开始跟踪了。我认为他们在两个月内的销售额只有上个季度的一半左右。所以对于野马Mach E来说，第四季度可能会更加困难一些。我不太清楚他们是否会经历某种停工期影响野马Mach E，就像我们之前讨论过的F-150一样。但显然，与Model Y的竞争环境是相当激烈的。

All right, last thing for today. Let's a quick look at the calendar. Relatively uneventful week this week compared to what we're going to have next week. So you can see obviously a few economic reports as we get every week. But next week will be the big one to keep an eye on. We do have CPI and PPI in the middle of next week as well as the next FOMC meeting. I don't think anyone expects a further rate increase at this point. But obviously the language and the Powell's comments in general will be interesting to follow.

好的，今天最后一件事。让我们快速看一下日历。与下周相比，本周是相对平淡的一周。所以你可以看到，本周我们当然会有一些经济报告，就像每个星期一样。但是下周将会是我们要关注的重要一周。下周我们将会有CPI和PPI以及下一次FOMC会议。我不认为任何人预期此时会有进一步的利率上调。但显然，鲍威尔的语言和评论将是有趣的跟随对象。

All right, that'll wrap it up for today. As always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on the X at Tesla podcast. And we'll see you tomorrow for the Tuesday, December 5th episode of Tesla Daily. Thank you.

好的，今天就到这里吧。一如既往，谢谢你的收听。请确保你已经订阅并开启了通知。你也可以在X at Tesla播客上找到我。明天我们将在12月5日（星期二）推出《特斯拉日报》节目。谢谢。