A Message to Munro Haters / New Docs: Tesla 4680 Progress / Ford's "Egregious" Award ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. First up, Tesla app updates is talking about dot 27 dot five and the summary. Octaview live cam, which includes the left and right pillar cameras may be coming. They did say it's likely part of the holiday update. Tesla has now added waypoints to the trip planner feature and supercharger photos have been added as well. For now, when it comes to waypoints, it looks like you can add up to four. Here's an example of the supercharger photos being added in the app. And here are the pillar cameras that are now added as selectable assets. Yes, I have the same question.

欢迎来到《电动化》，我是主持人迪伦·卢米斯。首先，特斯拉应用程序更新谈论的是点27点五和摘要。Octaview直播镜头可能会包括左右立柱摄像头。他们确实表示这很可能是假日更新的一部分。特斯拉现在已经在旅行计划功能中添加了途径点，并且还添加了超级充电站的照片。目前来说，对于途径点，似乎可以最多添加四个。这里是超级充电站照片在应用程序中的一个示例。这里还有现在可以选择的立柱摄像头。是的，我也有同样的问题。

How close will this live octaview can be to the 360 bird's eye view that everyone's been asking for? In case you missed it, Green the Only did point out that Tesla will be adding ways like features, including new routing options and a driver liveliness system. One of those ways like features, the ability to detect fixed and mobile speed and red light cameras. Plus the ability to avoid construction on your route and the option to disable U-turns. It sounds like the updates to the driver monitoring system are going to be targeting those people who try to circumvent that system altogether. It'll be checking not only whether the driver is attentive, but also if they exhibit signs of a human driver.

这款实时八视角点控系统能够多接近大家一直期待的全景鸟瞰视图吗？万一您错过了，Green the Only确实指出特斯拉将会添加类似的功能，包括新的路径选择和驾驶员活力系统。其中一个类似的功能是，能够检测固定和移动的速度摄像头和红灯摄像头。此外还能够避免您行驶路线上的施工，并且提供关闭掉头的选择。这似乎表明驾驶员监控系统的更新将针对那些试图绕过该系统的人。它不仅会检查驾驶员是否专注，还会检测他们是否表现出人类驾驶员的迹象。

In a regulatory filing today, we learned that XAI is looking to raise up to $1 billion in an equity offering. They've already raised $134.7 million in equity financing from a total offering of up to $1 billion. This is definitely worth paying attention to. Don't forget, we just heard that Elon is going to discuss with the Tesla board the potential of Tesla entering into a partnership with XAI. We know Tesla moves quickly, so no guarantees here, but again, something to keep an eye on.

根据今天的监管文件，我们得知XAI计划通过股权发行筹集高达10亿美元的资金。他们已经从总计10亿美元的发行计划中，通过股权融资筹集了1.347亿美元。这绝对值得关注。别忘了，我们刚刚听说埃隆正在与特斯拉董事会讨论与XAI合作的潜力。我们知道特斯拉行动迅速，所以不能保证一定会发生，但仍然值得密切关注。

We got the Tesla China weekly insurance number. It came in at $17,400. I know that car news China has it at $17,600, but when you add up the Model 3 and Y and pair that with Roland's numbers, I think the correct number is $17,400, even if it's not, we'll go with that to be conservative. Here's that number plugged into the table. If you wanted to compare it to the same week in Quarter 3, that number was $11,800. So, through the first 9 weeks of Quarter 3, we were at $101,000, which means this is now the first time in Quarter 4 that we have surpassed. That rate as through the first 9 weeks of Quarter 4, we're now at $104.5,000. We're now ahead of the Q3 pace, but it is interesting that the Model 3 ramp is still holding steady right around that 33-3500 mark. It's been the Model Y growth where this number has been increasing. As we said though, all throughout the month of November, the month to watch when it comes to Model 3 plus deliveries domestically in China is going to be December, so it's kicked off with a very strong reading.

我们获得了特斯拉中国每周保险金额。金额为17,400美元。我知道中国汽车新闻上标的是17,600美元，但当你把Model 3和Y加在一起，并结合罗兰的数据，我认为正确的数字是17,400美元，即使不是，我们也会保守估计为这个数字。这个数字已经填入表格中。如果你想将其与第三季度的同一周进行比较，那个数字是11,800美元。因此，到第三季度的前9周，我们达到了101,000美元，这意味着这是第四季度第一次超过该数字。通过第四季度前9周，我们现在达到了104.5万美元。我们现在超过了第三季度的节奏，但有趣的是，Model 3的产量仍稳定在大约33-3500的水平。这个数字一直在增加的是Model Y的销量。正如我们提到过的，就国内中国的Model 3销量来说，11月将是关注的月份，12月份开始取得了非常强劲的销售成绩。

You may have already noticed by now, but this is the highest weekly number going back to July of this year. You have to go back to the first half of 2023 to find one week that was better, which was in March at $18,700, then one tied back in June. I believe the all-time high was back in September of 2021 at $23,1004,000 for the week.

你可能已经注意到了，但这是自今年7月以来的最高周数字。要找到比这更好的一周，你得回到2023年上半年，那是3月份的一周，收入达到18,700美元，然后在6月份又有一次相等的数字。我相信有史以来最高的一周要追溯到2021年9月，那时的收入为23,104,000美元。

CarWow UK just announced some auto awards for 2024, and you guessed it, Tesla is on the list. The Outstanding EV award goes to the new Model 3, and they said the previous Model 3 was still right up with the best EVs, but Tesla made it even better with a massive overhaul to address the weaknesses. It's now much more comfy over bumpy roads and more luxurious to drive, but still as efficient as ever, and of course, the Supercharger network of public chargers is brilliant. Here's part of CarWow's in-depth Model 3 review. I'll have it linked below if you want to dive in. Their score was a 9 out of 10. What's good, very fast, massive range, loads of tech, not so good, can be awkward using the screen for everything. German saloons still higher quality. Controls can be a little fiddly. The overall award, their Car of the Year, did go to the Volvo EX30, getting a score from their expert reviewers of a 10 out of 10.

CarWow UK刚刚宣布了2024年的一些汽车奖项，而你猜对了，特斯拉在名单上。新的Model 3获得了杰出电动汽车奖，他们表示以往的Model 3仍然是最好的电动汽车之一，但特斯拉通过大规模改进来解决一些弱点，使它变得更加适合颠簸的道路和豪华驾驶，但功率效率仍然如初，当然，公共充电桩的超级充电网络非常出色。以下是CarWow对Model 3的详细评测的一部分。如果你想深入了解，我会在下面提供链接。他们的评分是9分（满分10分）。优点是非常快速，续航里程长，技术装备齐全，不足之处是使用屏幕进行一切操作可能有些麻烦。德国的三厢轿车仍然质量更高。控制器可能会有些繁琐。而整体奖项，他们的年度车型奖，授予了沃尔沃EX30，获得了专家评审员的10分（满分10分）。

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Before we touch on this interview between Elon and Sandy, I've seen a fair number of people saying that Sandy's just not a great interviewer complaining that they talked about things that we already know about, and Sandy took some time to kind of share some personal anecdotes, not valuing that time as well as he could have. When it comes to extracting data from Elon in his limited public time, I totally understand the sentiment. I also want to share maybe another side that toward the end of this interview really became apparent. If you watched closely, Sandy was almost on the verge of tears when he thought about how much he appreciates not only Elon's engineering genius and him taking risks being a strong leader who pushes, but also when he stands up for the truth and what he's doing when it comes to free speech. And it's because Sandy's been around and he knows the importance of what Elon is actually doing. Simply put, it was plain as day that Sandy has such a deep, genuine appreciation for Elon and he just wanted to express that to Elon as best as he could.

在我们谈论埃隆和桑迪之间的这次采访之前，我看到很多人说桑迪并不是一个很好的采访者，抱怨他们谈论了我们已经知道的事情，而且桑迪花了一些时间分享一些个人故事，没有充分利用这段时间。当涉及从埃隆有限的公开时间中提取数据时，我完全理解这种情绪。我也想分享一种可能的另一面，这在采访的最后阶段变得明显起来。如果你仔细观察，你会发现当桑迪想到他对埃隆的工程天赋、冒险精神和强大领导力以及他在言论自由方面所做的事情时，他几乎要哭了。这是因为桑迪一直在这个领域中，并知道埃隆所做的事情的重要性。简单地说，桑迪对埃隆有如此深刻、真挚的赞赏，他只是想尽可能地向埃隆表达这种赞赏。

They did touch on some points we've already made, like the 48-volt system and much less wiring, much less copper, much smaller wire harnesses being required. Then Elon did nerd out a little bit when it came to moving to Ethernet over Canbus, which allows for much higher data rates than typical Canbus on other vehicles. He said he don't need as many point-to-point wires with a high bandwidth bus, not being constrained by the data rate. If the data rate per wire is low with a Canbus, you need many point-to-point wires, whereas if you have a high data rate like Ethernet, you can just attach to the bus and not worry about latency or data loss. Elon did say making these changes though is pretty obvious, he's really just bringing cars into the 21st century. We've had Ethernet for a long time. Nothing really has prevented the car industry from doing this and Elon just said it's making the obvious moves, bringing car electronics to 2023.

他们确实触及到了我们已经提到的一些要点，比如48伏特系统以及所需的电线、铜线和线束大大减少的情况。然后，当谈到从Can总线转向以太网时，埃隆有点追求技术，因为以太网比其他车辆上典型的Can总线拥有更高的数据传输速率。他说，不再受限于数据传输速率，我们不需要那么多点对点连接的电线了。如果Can总线上每根电线的数据传输速率很低，就需要很多点对点连接的电线。而如果你使用像以太网这样的高数据传输速率，你只需要连接到总线上，而不用担心延迟或数据丢失。埃隆确实表示，对于这些变化来说很明显，他只是将汽车引入到21世纪。我们已经很久以前就有以太网了。没有什么真正阻止汽车行业这样做，埃隆只是说他正在采取很明显的措施，将汽车电子技术带到2023年。

Elon said Cybertruck will not be material to Tesla's financials in 2024, but he said they probably would be in 2025.

埃隆表示，到2024年，Cybertruck对特斯拉的财务状况不会产生实质影响，但他认为到2025年可能会产生影响。

And here's Elon on the next gen platform. So we obviously are working on a low-cost electric vehicle that will be made in very high volume. We're quite far advanced in that work. I review the production line plans for that every week. And I think the revolution in manufacturing that will be represented by that car will blow people's minds. It is not like any car production line that anyone's ever seen.

以下是埃隆（Elon）对于下一代平台的看法。显然，我们正在研究一款成本低廉的电动车，这款车将以高产量生产。我们在这方面已经取得了很大的进展。我每周都会审查关于生产线计划的信息。我认为，这款车将引发制造业的革命，令人瞠目结舌。它不同于任何人们见过的汽车生产线。

Is this going to have the unboxed system or would this be too much of a question asked?

这将使用未开箱系统，还是这个问题问得太多了？

The thing that's most interesting about this is it's a production system. It's a level of production technology that is far in advance of any water-voted plant on Earth. It's going to be cool. The first production line will be here in the Gigapactrian Texas. That'll be the second place. It would take too long to complete the factory next bill.

最让人感兴趣的就是这是一个生产系统。它的生产技术水平远远超过地球上任何一个水力发电厂。这将会非常牛！第一条生产线将在德州的巨型工厂投产。那将是第二个位置。要完成下一项工厂的建设将需要太长时间。

We got some EPA and CARB certification documents for the Cybertruck. Troy was the first one I saw to do the math. The numbers most people will want to remember the energy capacity, the size of the pack, 122.4 kilowatt hours, the energy density at the pack level, 170 watt hours per kilogram, and the weight of the pack, 1,587 pounds, or 720 kilograms.

我们得到了一些关于Cybertruck的EPA和CARB认证文件。Troy是我看到首先计算数值的人。大多数人会想记住的数值是能量容量：122.4千瓦时，电池组的能量密度：每公斤170瓦时，以及电池组的重量：1587磅或720公斤。

He also added a comparison when it comes to energy density at the pack level. Right now the 4680 cells in the Cybertruck at 170 do still trail the model SNX with 18650s at 187 watt hours per kilogram. But based on his math, this 4680 pack is already ahead of the Rivian R1T large pack at 169 watt hours per kilogram.

他还在谈到电池组能量密度方面进行了比较。就目前来说，Cybertruck采用的4680电池在每公斤170瓦时方面仍然落后于采用18650电池的Model SNX，后者每公斤达到187瓦时。但根据他的计算，这一4680电池组的能量密度已经超过了Rivian R1T大容量电池组，后者每公斤只有169瓦时。

Don't forget what Elon said on the Q2 call of last year when talking about the structural pack. He said I think unequivocally from a physics standpoint, it's the superior architecture. It's the A architecture. Now because it's new, we'll start off getting, I don't know, aspirationally a C within an A architecture. But the potential is there to make it radically better. So at this point, maybe Tesla has improved from a C to a B and still further improvements ahead.

不要忘记埃隆在去年Q2电话会议上讨论结构性电池包时所说的话。他曾表示，从物理角度来看，我毫不犹豫地认为这是一种更优越的架构，即A架构。尽管由于是新技术，起初我们可能只能在A架构下达到C级水平，但潜力是存在的，可以使其得到根本性的改善。所以从目前情况来看，也许特斯拉已经从C级提升到B级，并且在未来还有进一步的改进。

On X, James said what we talk about fairly often on the channel when the 4680 topic comes up. A lot of people out there seem to be frustrated here with Tesla's progress, but it seems like they're lacking the broader context. A conclusion I agree with, he said anyone who claims 4680s a failure because Tesla's behind its own ridiculous benchmark it set for itself is not serious and needs to broaden their perspective. That perspective being that Tesla has built this 4680 project from the ground up from conception to final production. As I said, just last week, this is hard for even pure battery makers to do. And yes, it'll take longer for Tesla to hit their own targets. But the only reason they're at where they're at today is because they set those initial targets so high in the first place.

詹姆斯在X上说到的是我们在频道中经常讨论的话题，每当提到4680话题时。很多人似乎对特斯拉的进展感到沮丧，但他们似乎缺乏更广泛的背景。他的结论我也同意，他说任何声称4680是失败的人都不认真，并且需要扩大他们的视野。这个视野是指特斯拉从概念到最终生产，从零开始构建了这个4680项目。正如我所说的，即使对于纯电池制造商来说，这也是困难的。是的，特斯拉需要更长的时间来达到自己的目标。但他们之所以能够达到今天的地位，完全是因为他们一开始就设定了如此高的目标。

If you really want to get into the weeds on these documents, there was a pretty solid post on Reddit going over some of the main takeaways. I'll have it linked below if you're interested doing some back of the napkin math of my own. If you take the pack weight and then divide that by the energy capacity of 122.4 kilowatt hours, that would be a multiplier of 12.96. If you then multiply that by 50 kilowatt hours, which is supposed to be the size of the range extender, that would be a weight in the neighborhood of 648 pounds.

如果你真的想深入研究这些文件，Reddit上有一篇非常好的帖子，详细介绍了一些主要要点。我会在下面附上链接，如果你有兴趣，可以自行进行一些简略的计算。如果你将电池组的重量除以122.4千瓦时的能量容量，得到一个乘数约为12.96。然后，如果你将这个乘数乘以50千瓦时，也就是理论上的续航增程器容量，那么它的重量大约是648磅左右。

Now obviously, the range extender is not going to be this heavy because it's not going to have all of the rest of the parts of the main battery pack. However, just based on the weight of the cells alone, the range extender could be anywhere from 350 to 500 pounds. Translation, most people will most likely not be moving the range extender in and out of the Cybertruck on their own.

显然，增程器不会像主电池组一样那么重，因为它不会包含所有其他部件。然而，仅仅根据电池单元的重量来看，增程器可能会有350到500磅不等。换句话说，大多数人可能不会独自把增程器从Cybertruck中取出或放回。

I just don't want it to be lost on us what Tesla has pulled off with the 4680 cell and the structural pack in the Cybertruck in a pretty short time since they began working on 4680s. That entire startup under the Tesla umbrella is only going to get better.

我只是不希望我们忽略了特斯拉在很短时间内所取得的成就，他们成功推出了4680电池和Cybertruck车型的结构组件。在开始研发4680电池后不久，特斯拉整个集团都会变得更加出色。

On X, Elon agreed with a sentiment from whole Mars that the narrative about the Cybertruck being dangerous for pedestrians is nonsense, to which he said, yes, we are highly confident Cybertruck will be much safer per mile than other trucks, both for occupants and pedestrians.

周二，埃隆同意全球火星有关Cybertruck对行人来说是危险的说法是无稽之谈，他说，是的，我们非常有信心Cybertruck在每英里行驶中对乘客和行人来说比其他卡车更安全。

Gene Munster shared some thoughts on the Cybertruck and he asked, is the Cybertruck too structurally expensive to ever be profitable at a $50,000 price point? To this, I would say, given that the entry level Cybertruck starts around $61,000, and yes, it's not available yet, not until 2025, but when that's available, that would mean Tesla would only have to drive the price of that variant down roughly 19% to then offer it at a $50,000 price point.

Gene Munster分享了一些关于Cybertruck的想法，并问道，Cybertruck的结构成本是否太高，以至于在售价为50,000美元的情况下无法盈利？对此，我想说的是，考虑到入门级Cybertruck的起价约为61,000美元，虽然现在还不能购买，直到2025年才能购买，但当那时可购买时，这意味着特斯拉只需将该型号的价格下调大约19%，就能以50,000美元的价格提供。

One thing I'm fairly confident in Tesla is not going to price any vehicle at a place where they think they can never actually make money on the product. Now yes, they're not going to right away at the early phase of the ramp, but once they hit volume production, that's when they'll be able to.

在特斯拉这件事情上，有一个我相当有信心的点，那就是他们不会定价到一个他们认为无法真正从产品中赚到钱的地步。现在当然，在初期阶段的增长中，他们不会立即这样做，但是一旦他们达到了大规模生产，那时他们就能够这样做了。

My prediction here is this, at some point this decade, Tesla will sell a Cybertruck for $50,000 or less, and they will make a profit on it. Gene concluded by saying the Cybertruck is the latest evidence Tesla's tech lead is increasing.

我的预测是，本十年的某个时刻，特斯拉将以50000美元或更低的价格销售Cybertruck，并且他们将从中获利。基因总结道，Cybertruck是特斯拉技术领先地位增强的最新证据。

There's a new best project in Santa Barbara that was switched on last Friday. That includes 44 Tesla megapacks. A local supervisor said the battery backup would be available when SoCal Edison had to call a public safety power shut off for wildfire safety. And after a survey of businesses, they found that energy security was number two in importance. The megapack is not just some green initiative, but it's solving real-world problems.

上周五，圣巴巴拉出现了一个新的最佳项目。该项目包括了44个特斯拉超级电池组。一位当地主管表示，当南加州爱迪生公司必须因野火安全而停电时，这些电池备用就可供使用。通过对企业进行调查后，他们发现能源安全排在第二位重要性。这些超级电池组不仅仅是绿色倡议，而且解决了现实世界中的问题。

Here we have it. The situation with Tesla in Sweden is now expanding to other countries. And at this point, I would say it's kind of something serious to consider, obviously not in a sense of an existential risk for Tesla or anything close to that, but just something that could be material to Tesla's business. Now we have harbor workers and drivers at the Danish Union 3F that are going to stop offloading and transporting Tesla cars to Sweden in about two weeks. This will prevent Tesla from circumventing this blockade by Swedish dock workers who have halted shipments by sea.

在这里我们就有了。特斯拉在瑞典的情况现在正在扩散到其他国家。就现在而言，我认为这是一件需要考虑的严肃问题，显然不是对特斯拉或任何接近其存续风险的威胁，但对特斯拉的业务可能会产生实质性影响。现在，丹麦3F工会的港口工人和司机将在大约两周内停止卸载和运送特斯拉汽车到瑞典。这将阻止特斯拉通过海运绕过瑞典的码头工人对货物的运输限制。

Not only is neighboring Denmark joining in on the sympathy strike, but we have Finland and their transport workers union meeting on Thursday to decide how it will respond to the Swedish unions asking them for help. Now we have Danish dock workers, Norwegian dock workers, Swedish dock workers, all joining in on these strikes with Finland now considering getting involved all the while we only have a handful of actual Tesla mechanics that are joining in on the strike. Most of the Tesla employees are still working as normal. The Norwegian unions are also examining whether to organize their Tesla workers in Norway. The leader of Denmark's largest union is now saying solidarity is the cornerstone of the trade union movement and extends across borders.

不仅邻国丹麦加入了示威罢工行列，芬兰的运输工工会也将于周四开会，讨论如何应对瑞典工会对他们寻求帮助的请求。现在，丹麦的码头工人、挪威的码头工人、瑞典的码头工人都加入了这次罢工，而芬兰正在考虑是否参与。与此同时，只有少数特斯拉机械师加入了罢工，大部分特斯拉员工仍然按常规工作。挪威的工会还在考虑是否在挪威组织特斯拉员工。丹麦最大工会的领导者现在称团结是工会运动的基石，并且跨越国界。

Looking at sales in Sweden's Scandinavian neighbors markets for 2022 in Norway, Tesla sold 21.3 thousand vehicles, which was more than Sweden itself back in 2022 where they were at about 7500 for the year. You may recall earlier this year talking about Tesla already selling more Model Y's in Denmark this year than any other car in the country's history. My point if all of these Nordic countries end up joining in the sympathy strikes that could be roughly around 100,000 units of volume that are involved in this situation per year. This year out of Tesla's 1.8 million expected deliveries, that's about 5.5%. At this point, I still don't see either side capitulating here so most likely Tesla is just going to keep circumventing these actions by these sympathy strikes. The question is how long can they do that for before enough is enough?

看看挪威的北欧邻国市场中2022年的销售情况，特斯拉卖出了21.3万辆车，比瑞典自己在2022年销售的约7500辆要多。你可能还记得今年早些时候我们曾谈到特斯拉在丹麦销售的Model Y比该国历史上任何其他车型都多。我的观点是，如果所有这些北欧国家最终加入此次同情罢工，每年涉及的销售量可能约为10万辆。而在特斯拉预计的180万辆交付中，今年这大约是5.5%。目前，我仍然不认为双方会妥协，所以特斯拉很可能会继续规避这些同情罢工。问题是他们能够坚持多久，直到足够为止？

To top it all off, we have a Swedish source reporting that Tesla put out a press release saying they're actually going to expand in Sweden. Nowhere at all do they mention the strike. Nicolas on X added some context. Tesla is opening a new service center that will increase the level of service significantly. Tesla also said they have 40 technicians that travel around to customers throughout Sweden and can perform up to 80% of all cases outside the service centers. And they said it's easy to pick up your car at one of the company's delivery centers. It is pretty wild that this multi-country attack on Tesla can take place, but so far Tesla is standing its ground and pushing back.

说到底，我们还有来自瑞典的消息源报道称，特斯拉发布了一份新闻稿，声称他们实际上将在瑞典进行扩张。在任何地方，他们都没有提到罢工。X上的Nicolas提供了一些背景。特斯拉将开设一个新的服务中心，将大大提高服务水平。特斯拉还表示，他们有40名技术人员在瑞典各地为客户提供服务，并可以在大约80％的案例中不需要到服务中心进行处理。此外，他们还表示，在公司的交付中心之一，取车非常方便。这一多国对特斯拉的攻击令人震惊，但到目前为止，特斯拉保持了立场并进行了反击。

Lamborghini just reached a new deal with unions to introduce a four-day workweek for its production workers. Not only are they cutting the hours but they're also raising the wages. Productivity on a four-day workweek will be all over the map depending on who you ask, but I do have friends on a four-day workweek and they love it. I have a strong sense that come 2028 UAW negotiations. This is going to be back on the table for the big three. For Lamborghini, it'll be a rotating two-shift schedule. They'll alternate a five-day week with a four-day week. So overall they'll cut 22 days of work every year.

兰博基尼刚刚与工会达成了一项新协议，为其生产工人推行了四天工作制。他们不仅缩短了工作时间，还提高了工资。关于四天工作制的生产效率，各方意见不一，但我有些朋友已经开始实行四天工作制，他们都喜欢这种模式。我有强烈的感觉，在2028年美国汽车工人联合会的谈判中，这个议题将会再次被提及。对于兰博基尼来说，他们将采用轮班两班制，一周五天工作一周四天休息。因此，总体来说，他们每年将减少22天的工作日。

Mary Barra just confirmed that the next-gen Chevy Bolt is going to arrive in 2025 and it's going to move to the Altium platform. GM did say it'll be buying LFP cells for the new Bolt and it'll be built at a lower cost and on a faster timeline. But GM has said they're no longer going to provide EV production targets other than they're looking to have a million units of capacity in North America come 2025. On the cruise front, Mary Barra said the safety review should be completed in the first quarter. I'm not going to rush either of them. We want to be thorough in what we do and informed because that will then dictate how we go forward from a resource perspective and more importantly from a technology perspective. It'll most likely be quarter one of next year when we learn that cruise is going to operate as a shell of itself like I've been saying now for weeks. As far as we've heard, this new Chevy Bolt is supposed to be built in Kansas after a $391 million factory upgrade. As Alexandra highlighted, just as GM is doing that $10 billion share buyback, they're also raising $3 billion with a debt offering. You can't make this stuff up.

玛丽·巴拉刚刚确认，下一代雪佛兰Bolt将于2025年推出，并且将转向Altium平台。通用汽车表示，他们将购买LFP电池为新款Bolt提供动力，以更低成本和更快时间表进行生产。但通用汽车表示，他们将不再提供除了在2025年在北美洲拥有100万辆电动车生产能力之外的任何电动车生产目标。关于无人驾驶方面，玛丽·巴拉表示，安全审查应该在第一季度完成。我不会加快资本和技术的持续发展。很可能在明年的第一季度，我们才会得知无人驾驶将如何运作，就像我过去几周一直在说的那样。据我们了解，这款新的雪佛兰Bolt将在通过3.91亿美元的工厂升级后在堪萨斯州生产。正如亚历山大所强调的那样，在通用汽车进行100亿美元股票回购的同时，他们还通过债务发行筹集了30亿美元。这是真实的，别无他法。

Lucidair is taking a page right out of the Tesla playbook and is simplifying its model lineup. They're going to be offering lower pricing, different customization options and their discontinuing a number of variants. Canadian pricing will be announced on Wednesday. For 2024, Lucid will only offer three air variants, the Pure, the Touring and the Grand Touring. The Air Grand Touring performance has been discontinued. Customers will however have more options when it comes to customization and adding features. Additionally, Lucid has added new comfort and convenience packages. Lucid still searching for sales and I'm not sure that these changes with a $77.4 thousand dollar entry price are going to be enough.

Lucidair正在向特斯拉的策略学习，并简化其车型系列。他们将提供更低的定价、不同的定制选项，并且停产一些车型。加拿大的定价将在周三公布。到2024年，Lucid将只提供三种Air车型：Pure、Touring和Grand Touring。Air Grand Touring Performance已停产。然而，顾客在定制和添加功能方面将有更多选择。此外，Lucid还推出了新的舒适和便利套餐。虽然Lucid的起始价为77,400美元，但他们仍在寻找销售机会。我不确定这些变化是否足以吸引消费者。

Toyota has revealed two new full BEV concepts. However, they're insisting that these will be formally introduced as real cars within the next two years starting in Europe. We're looking at an SUV and a sport crossover. This is part of Toyota's plans to launch six new full BEVs in Europe by 2026.

丰田已经发布了两款全新的纯电动汽车概念车。然而，他们坚称这两款概念车将在未来两年内开始在欧洲正式推出成为真正的汽车。其中一款是SUV车型，另一款是运动型跨界车。这是丰田计划在2026年之前在欧洲推出六款全新纯电动汽车的一部分。

That Ford battery deal with CATL? It just won an award of its own? Not a good one though. The most egregious misuse of taxpayer funds. This award going to Michigan for offering Ford and CATL $1.75 billion. Other estimates have that number even higher up to $2.2 billion. Meanwhile, Ford has been backing off its original plans, reducing the number of expected jobs from $2,500 down to $1,700. And the word is Michigan's contribution to the project could be nearly as much as what Ford plans to spend on its own factory. Just so you know, this award is coming from the Center for Economic Accountability, who claims to be independent and non-profit. However, we all know what happens when organizations rely on donors, whether intentionally or not. Just know before I say this, there's a lot of ice money in Michigan. Just putting it out there. The CEA president said it's notable that in five years we've now had two electric vehicle battery plants and one EV assembly plant stand out as the worst economic development deals of their respective years. Translation, Legacy Auto has been gifted billions of dollars in funding to make something happen with EVs and so far they've fumbled the rock.

这个与CATL有关的福特电池交易，它刚刚赢得了一项自己的奖项？虽然不是一个好的奖项。这是对纳税人资金最严重的滥用。密歇根州因向福特和CATL提供17.5亿美元而获得了此项奖励。另一些估计该数字甚至高达22亿美元。与此同时，福特一直在减少原计划中预期的就业岗位，从2500个减少到1700个。而密歇根州对该项目的贡献可能几乎与福特计划在自己的工厂上花费的资金相当。只是为了让你知道，这个奖项是由经济问责中心颁发的，他们声称独立和非盈利。然而，我们都知道当组织依赖捐款者时会发生什么，无论有意还是无意。在我说这句话之前，请知道密歇根州有很多冰钱。只是提一下。经济问责中心的主席表示，值得注意的是，在过去五年中，我们已经看到两家电动汽车电池工厂和一家电动汽车装配工厂成为各自年份最差经济发展交易的典型。翻译过来，传统汽车行业已经得到数十亿美元的资金支持，以推动电动汽车的发展，但迄今为止他们却搞砸了。

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