New Cybertruck Details, China Expansion Report, Union Pressure

Hey everybody Rob and we're here and today we've got some new details on the Cyber Truck. We've also got some reporting on a possible expansion for Giga Shanghai for Tesla in China, some updates on the strike in Sweden and a few other items as well.

大家好，我是Rob。今天我们将为大家带来Cyber Truck的一些新细节。此外，我们还将报道特斯拉在中国的Giga Shanghai可能的扩展计划，瑞典罢工的最新进展，以及其他一些小消息。

Right, looking at the stock Tesla today up about a quarter percent to $239.37, the NASDAQ down about six tenths of a percent, so a really nice day for Tesla given the broader markets.

今天看到特斯拉的股票上涨了大约0.25%，达到239.37美元，而纳斯达克指数下跌了0.6%左右，所以对特斯拉来说是一个非常好的交易日，相较于整个市场。

And excitingly, we do have quite a few more details on the Cyber Truck today. Things like more people are starting to be invited to place their orders, confirm their orders for the Cyber Truck. So there have been a couple of posts on this on various places throughout the day. One here from Roberto Aguilar, I believe is a Tesla employee, but says I'm one of the lucky ones to get a foundation edition. Here's proof. And then we've got a couple of screenshots, including a short little video there of the order screen. So you can see this does run for the Trimotor Cyber Beast version after Destination Fee order fees, all these sort of things, up to $122,000 for this, you know, initial foundation series version. In the email here, it does say that it's fully optioned, including the limited edition laser edge badging, which I think we have highlighted on the podcast, but perhaps not just the three headed sort of cyber beast on the back there, charging equipment with power share home backup, I think includes the universal wall connector and things like that. So fully optioned $122,000. Of course, that will change over time as those options become actual options optionally in the future.

令人兴奋的是，今天我们对Cyber Truck的细节了解更多。越来越多的人开始受邀下订单，并确认他们对Cyber Truck的订单。所以今天在各个地方都有一些帖子。有一位名叫Roberto Aguilar的人发了一条帖子，我相信他是特斯拉的员工，但他说我是那些幸运的人之一，有机会获得基础版。这是证明。然后我们还有一些截屏，包括一个短小的视频，展示了订单界面。所以你可以看到，这个版本是三电机的Cyber Beast版本，加上目的地费用、订单费用等等，起价为122,000美元。在电子邮件中，确实提到了它的全套配置，其中包括限量版的激光边缘徽章，我想我们在播客中有过重点介绍，但也可能仅仅是背后的那个三头Cyber Beast，充电设备配备了Power Share家庭备份，我想包括通用壁式连接器等等。所以全套配置是122,000美元。当然，随着时间推移，随着这些选择在未来变成真正的选择，价格也会发生变化。

So drive test of Canada, they got some more information from one of their readers, recap it nicely here. They say that the foundation series, so this, you know, foundation series in general, I guess to start off would be pretty comparable to what we've seen in the past from Tesla with the founder series versions or, you know, sort of signature edition vehicles, a little bit different in this case, but sort of a similar concept with these first initial vehicles being those fully optioned vehicles. Of course, that's going to help Tesla's margins initially as they work through the first part of the ramp.

加拿大的驾驶测试团队从一位读者那里获取了更多信息，在这里对其进行了简要回顾。他们说，基础系列，也就是基础系列一般来说，我猜一开始应该与特斯拉过去推出的创始系列版本或特别版车辆相当。在这种情况下稍有不同，但在这些最初的车辆中，采用了类似的概念，即全配置车辆。当然，在特斯拉刚开始推出这一新产品时，这将有助于提高利润率。

So they say foundation series customers can order both the dual motor all wheel drive cyber truck or the Trimotor Cyber Beast, 120,000 for the cyber beast before the destination fee, all wheel drive version also $20,000 more expensive, just under $100,000. They say that deliveries for the cyber truck all wheel drive have an estimated delivery window of December to March. So it kind of exciting to see that more deliveries will be taking place this month. And then of course, through key one, and they say the cyber beast is estimated for early 2024.

据他们说，基金会系列的客户可以订购双电机四驱的赛博卡车或者三电机赛博野兽。赛博野兽售价为12万美元，不含运费，在此基础上四驱版本还要贵20000美元，约为10万美元。据说，四驱赛博卡车的交付时间估计在12月到明年3月之间。所以现在已经进入到了更多交付的阶段，让人兴奋不已。当然，按照他们预测，赛博野兽将于2024年初交付。

So I don't know of the vehicles that they delivered on, you know, last week was how what the mix of those was, whether it was all wheel drive or cyber beasts or a little bit of both. But at least for now they are seemingly starting with the all wheel drive version, adding the Trimotor version, just a little bit later.

所以我不清楚上周他们交付的车辆是怎样的组合，不论是全驱车还是电动野兽，或者两者兼有。但至少目前看来，他们似乎是从全驱版本开始，稍后再添加三驱版本。

They do also note that the initial configuration does have the all season tires as opposed to or sorry, does have the all terrain tires as opposed to the all season tires. So the range is a little bit higher with those all season tires, which will come a little bit later in 2024. Those give you the 340 or the 320 mile ranges on the all wheel drive and the cyber beast version respectively with the all terrain tires that are shipping right now.

他们还指出，初始配置使用的是全地形轮胎，而不是全季节轮胎。因此，这些全季节轮胎的续航里程要稍高一些，预计在2024年稍晚推出。目前正在发货的全地形轮胎相应提供全驱和Cyber Beast版本分别为340或320英里的续航里程。

As we see, you know, different configurations from Tesla and other vehicles. Similar thing here with the cyber truck that drops the range to 318 miles for the all wheel drive version, 301 miles for the cyber beast. Now of course, you can always change your tires later and you know, sort of recover that range. It's not necessarily lost or anything like that, but different tires and things like that will of course affect range.

正如我们所看到的，你知道，特斯拉和其他汽车配置不同。赛博卡车也是如此，全轮驱动版的续航里程为318英里，赛博野兽版为301英里。当然，你随时可以更换轮胎，从而恢复原来的续航里程。不一定是真正丧失了续航里程，但不同的轮胎和其他因素当然会影响续航里程。

For the range extender, they do say it is $16,000 as we had previously talked about that had shown up in some of the source code on Tesla's site. So it looks like that is now confirmed. Right now it's just a $500 deposit, essentially, which will move you to the front of the line for installation. So this isn't something that is factory installed off the line, but would come later. They say that production on the range extender won't begin until late 2024. So I have to wait about a year or so maybe a little bit less than that for those range extenders to come out.

对于续航增强器，他们确实说价格是16,000美元，就像我们之前谈论的那样，这在特斯拉网站的一些源代码中显示出来。所以现在看起来这已经得到了确认。现在只需要支付500美元的订金，基本上可以让你排队提前安装。这不是出厂时就安装的东西，而是稍后才会安装。他们表示续航增强器的生产要到2024年末才会开始。所以我需要再等大约一年左右，也许不到一年，这些续航增强器才能问世。

Now I'm sure Tesla will kind of gauge the interest on that over that period of time too. I wouldn't be completely shocked if this didn't end up shipping. I still think the odds are strongly in favor that it will, but Tesla will evaluate it and see what the interest is and make that decision at that time.

现在我相信特斯拉也会在这段时间内衡量对此的兴趣。如果最终没有推出，我也不会完全感到吃惊。我仍然认为有很大的可能性，但特斯拉将评估市场兴趣，并在那时作出决定。

So very interesting details here. Happy to get a little bit more. Here are the list of options that come with this. So you've got laser-badging, FSD is included, so that takes up a big chunk of that $20,000 premium lifetime premium connectivity, wall connector, power share. I'm not sure if this will be a cost option that needs to be added or if they're just mentioning that it's included.

这里有非常有趣的细节。很高兴能获得更多一点。以下是附带的选项清单。您将获得激光标识、FSD已包含，这占据了那20,000美元溢价的大部分。终身溢价连接、墙式连接器、电能共享。我不确定这是否会是一个需要额外添加的费用选项，还是他们只是提到它已包含在内。

Apparently, we'll have the light bar that we've talked about. We don't know the details on that, unfortunately, yet. And then just some of the things that are in the merchandise category in the shop, floor mats, dividers for the rear trunk, I guess the trunk in the bed. Maybe a good way to put that space there. Sunshine, D-rings, etc. Some of the attachable accessories there.

看起来我们会有我们谈论过的灯光条。可惜的是，目前我们还不知道具体细节。还有一些在商店里卖的商品类别里的东西，比如地垫，后备箱的隔板，我想是货箱里的那个。也许这是个不错的方式来利用那个空间。还有阳光、D环等一些附属配件。

So good to have a little bit more detail on this, on the Cybertruck, and good to see just in general more people being invited to order with some people getting those December potential deliveries. Of course, that continued on production, but good to see that expansion.

真高兴能够获得关于Cybertruck的更多详细信息，并且很高兴看到更多人被邀请去订购，一些人还有可能在12月收到交付。当然，生产方面还需要持续进展，但很高兴看到有扩展的趋势。

Now although Roberto here is seemingly an employee, my understanding is that there were non-employees that took delivery at the event. So I've seen some people questioning if Tesla's going to limit it to employees for the sake of somehow not recognizing that in the financials. I'm not really sure where that train of thought comes from.

现在虽然罗伯托在这里看起来是一名员工，但我的理解是有一些非员工在活动中接收了交付。因此，我看到有些人质疑特斯拉是否会限制交付给员工，以某种方式不将其纳入财务报表中。我真的不确定这种思维方式是从何而来的。

If you look back at the Model 3 ramp up, they actually did start with employees first. I think that was more of a just initial test production type of thing where they're trying to make sure that they have all the issues sorted out before going out to third parties. I don't think that was margin related because if you actually look at that, margin dropped like 10 points. The first quarter that Tesla started delivering the Model 3 because of the Model 3, even though those were only being delivered to employees.

如果你回顾一下Model 3的启动过程，他们实际上的确是先从员工开始的。我认为那更多是一种初始的测试生产方式，他们试图在与第三方合作之前确保解决了所有问题。我认为那与利润率无关，因为如果你真正查看一下，利润率在特斯拉开始交付Model 3的第一个季度下降了10个百分点。即使那些车辆只是交付给员工。

So I've seen that train of thought out there. It's not one that I think has much basis in Tesla's history. Nothing's could change of course, but it's just not something that I've really seen as a relevant point here. So I do think that they're going to non-employees, but obviously we'll just have to kind of wait and see how that unfolds.

所以，我看到外面有这种思路。我认为这种思路在特斯拉的历史中没有多少依据。当然，不排除任何可能性，但我真的没看到这作为一个相关的观点。所以，我确实认为他们会面向非员工，但显然我们只能等待看情况如何发展。

Always good to see more people getting invited though. We also happen to see someone spotted on Facebook, Jay Leno, out driving around a cyber truck. He said it has been number five, not his truck, but he said a friend is letting him drive it right now. He said it's incredible, just a short clip there, but just kind of fun to see these, you know, starting to show up out in the wild, being driven around by, you know, not necessarily regular people here with Jay Leno, but, you know, non-Tesla people having these out on the road is exciting.

总是很高兴看到更多的人被邀请参加。我们也碰巧在Facebook上看到了一个人，杰伊·雷诺（Jay Leno），正在驾驶一辆赛博卡车。他说这辆车是第五辆，不是他自己的车，但他说一个朋友让他暂时开着。他说这辆车很棒，只有一个简短的视频片段，但看到这些车子开始出现在街上，被一些并不是特斯拉车主的人开着，真的很有趣。

We also got a little bit more detail on some of the cyber truck features. So Jeremiah on X here asking Elon if the truck suspension can independently adjust by wheel to potentially level the vehicle in non-level terrain, like if you're camping and, you know, you've got a little bit of a slope or something like that. Elon said yes, you know, these, the suspension is individual wheel controlled. So obviously that would be possible. It's just something that Tesla would need to implement from a software perspective. I don't know if it's implemented currently, or if this is just something that will be implemented over time, but good to see Elon note that that will be the case, if not already, at least at some point.

我们还获得了一些有关特斯拉电动皮卡的详细信息。在这里，Jeremiah问Elon，电动皮卡的悬挂是否可以独立调节车轮，以在不平的地形上使车辆保持水平，比如露营时，你知道，地势有点倾斜之类的。Elon回答说是的，悬挂可以通过独立控制每个车轮来实现。所以显然这是可能的。从软件的角度来看，特斯拉只需要进行相应的实施。我不知道目前是否已经实施，或者这只是一个逐步实施的计划，但看到Elon确认这将是可能的是好的，即使目前可能尚未实施，至少以后会有这个功能。

And then Nick Cruz on X here pointing out, I'm not sure where this comes from, but one of the off-road modes that Tesla offers, which we have talked about before, I think the top gear video covered that, it does have a weight mode included in it. So Elon at one point had said one of the aspirations for the cyber truck was for it to be able to sort of cross a narrow strait of water. I don't think we're, we haven't heard more about that, so that doesn't seem to be the case, but they do seem to be doing a little bit here in that direction. Weight mode apparently raises the ride height and pressurizes the battery when driving through water. I don't have a great understanding of how that process works, but from what I've read that helps improve, you know, different electronics have different ratings for waterproofness, and I think that helps improve that rating from what I've read. So again, I don't know technically how that is done, but that would be the purpose of that pressurization. So interesting to see that. I'm sure we'll learn more about that as more people get their hands on it and start testing things out, but at least there is a little bit there with that sort of water, water type of features.

然后Nick Cruz在这里指出，我不确定这来自哪里，但特斯拉提供的其中一个越野模式，我们之前已经谈过了，我想《顶级装备》视频有涉及到，它包含一个重量模式。所以埃隆曾经说过，Cybertruck的一个目标是能够跨越一条窄水道。我认为我们还没有听到更多关于这个的消息，所以似乎不是这种情况，但他们似乎在这个方向上做了一点努力。据说重量模式会提高车身高度，并在通过水域时加压电池。我对这个过程不是很了解，但根据我所读到的，这有助于改善不同电子设备的防水性能评级。所以，我不知道具体是如何实现的，但这就是加压的目的。很有趣的是，当更多人开始亲自试用并进行测试时，我相信我们会了解更多相关情况，至少这款卡车似乎具备一些与水有关的特性。

And then we had talked before about how Tesla had allegedly sent out a little PDF of how to build a 48 volt vehicle to all other auto maker CEOs and suppliers. Jim Farley today on X noting that they were not joking and that they received that document yesterday. So great to see or they received it today dated for yesterday. So that was actually factual information. And I'm sure all the other automakers now have that information as well.

然后我们之前谈过特斯拉据称向所有其他汽车制造商的首席执行官和供应商发送了一个小的PDF文件，说明如何建造一辆48伏特的汽车。吉姆·法利今天在X上表示，他们并不是在开玩笑，昨天他们收到了那份文件。很高兴看到，他们收到的文件日期是昨天，所以这实际上是真实的信息。我相信其他汽车制造商现在也拥有了这些信息。

All right, moving on from the cyber truck, we do have a report on Tesla in China. So this is from local China media. This is from late post.com. We don't have verification of this by any means, but they are reporting that they've exclusively learned that Tesla is planning to restart the construction of the third phase of the factory in Shanghai. They say that people close to the matter say that Tesla began to prepare for this in 2021, but suspended those plans in the middle of last year. Apparently, those plans have now been sort of restarted. Bloomberg at one point earlier this year had said that the third phase of the factory was intended to roughly double the production. So up to a couple million vehicles. So it would be very exciting if this is the case. They do say that insiders speculate that this would be for future production of the lower next lower cost tax generation vehicle, which obviously makes sense if you're going to be doubling the factory capacity that that would be the case. So again, we don't have confirmation of this, but that would be very exciting if this does end up being accurate. There have been, I think, times when Tesla had these, you know, I think I probably agree with how this is being reported that if we just kind of think about how Tesla's history was Shanghai has gone, there have been times when it seemed very aggressive and seemed like that aggression was going to continue. And then it kind of, you know, was tempered back at a certain point. Maybe those relationships are becoming a little bit better after Xi Jinping visited San Francisco. You know, I think the very next day or within a couple of days, we heard reports that China was starting to remove some of the restrictions on Tesla vehicles in government areas. So this could be a little bit of a result of, you know, further conversations and improvement and I guess outlook for expansion there in China. So we'll keep an eye on it again, just a kind of a rumor category report at this point, but would be, I think, pretty good news in general. And, you know, we've seen what Shanghai can do in terms of timing and ramping and all those sort of things on a number of occasions now.

好的，继续谈论Cybertruck，我们有关于特斯拉在中国的报道。这是来自中国本土媒体，LatePost.com上的报告。我们没有对此进行任何验证，但他们报告称他们独家获悉特斯拉计划重新启动上海工厂的第三阶段建设。据了解，据知情人士透露，特斯拉在2021年开始准备此事，但在去年年中暂停了这些计划。似乎这些计划现在已经重新启动了。彭博社今年早些时候曾表示，工厂的第三阶段计划将使生产能力翻一番，可以达到几百万辆车。如果属实，这将是非常令人兴奋的消息。他们还表示，有内部人士猜测这可能是为了未来生产更低成本的下一代车型，这显然是有道理的，如果打算将工厂产能翻倍。所以我们目前还没有确认这一消息，但如果真如此的话，将会是非常令人兴奋的。特斯拉在上海的发展历程我们可以看到，有时候显得非常积极，看起来这种积极势头将会继续下去。但在某个时间点，它会稍事收敛。也许这些关系在习近平访问旧金山后会有所改善。我想几乎在第二天或几天之内，我们听到了中国在政府领域开始解除特斯拉车辆一些限制的报道。所以这可能是进一步谈判、改善和扩张在中国前景的结果。我们将持续关注，但目前只是一个传闻报道，但总的来说这应该是个不错的消息。我们已经看到上海在计时、扩产和其他方面的表现，多次获得成功。

Alright. Next, we've got a report on the, I guess, strike efforts. I don't even know if I think I'd introduced it as a strike, but I'm not even sure if that's an accurate categorization of what's happening with Tesla and Sweden because it sounds like actual Tesla workers are really not engaging in that, at least certainly not heavily, but that's upsetting the unions, which are then putting some pressure on Tesla outside of Tesla's own control in terms of not letting vehicles into the country and things like this.

好的。接下来，我们有一份关于罢工努力的报告。我想，我甚至不确定我是否将其描述为一场罢工，因为我不确定是否准确地将特斯拉和瑞典的情况归类为罢工。因为听起来实际上特斯拉的员工并没有真正参与其中，至少肯定没有大规模参与，但这让工会感到不满，进而对特斯拉施加了一些压力，这超出了特斯拉自身的控制范围，比如不让车辆进入该国等等。

So apparently what's happening now is a couple of other countries unions are joining this to try to exert additional pressure and support IF metal in Sweden. So the first one that we're hearing from here is obviously not going to be able to pronounce that, but in Norway, the largest union there in the private sector is now saying that if this isn't resolved in Sweden by December 20th, they are going to call for boycotts for basically assisting with shipping vehicles, anything to do with Sweden that is potentially working through Norway would be part of this boycott. And then Denmark saying a very similar thing with 3F transport the union there. I also believe the largest union there. They say this means that dock workers drivers will not receive or transport Tesakars going into Sweden. And I also heard that a, and I don't have this one up here, but I think the one of the wealth management funds in Denmark has announced that they're going to be selling Tesla shares due to this ongoing conflict as well.

显然现在正在发生的是其他一些国家的工会加入其中，试图对瑞典的IF metal施加额外压力和支持。我们从这里听到的第一个国家是挪威，那里的私营部门最大的工会现在表示，如果这个问题在12月20日之前在瑞典得不到解决，他们将呼吁抵制与瑞典相关的任何与运输车辆有关的事物，通过挪威运作的任何与瑞典有关的事物也将成为这一抵制的一部分。而丹麦也表示了非常类似的事情，他们的3F运输工会也表示，这意味着码头工人和司机将不会接收或运输进入瑞典的特斯拉汽车。我还听说，虽然没有在这里提到，但据我了解，丹麦的一家财富管理基金也宣布由于这场持续的冲突，他们将出售特斯拉股票。

So it's interesting. There's a lot of additional pressure being put on here. And I think the most interesting part of it is that it all seems to be coming externally to Tesla itself and Tesla employees. I mean, if you kind of look at the language that was used here, I don't know if I remember to highlight it or not, but they say that's one of the comments that they made. Was that the, you know, IF metal has the full support of this union, which does seem an accurate description of the scenario of the situation here, but really shouldn't they be in support of the Tesla employees? And if the Tesla employees are saying that they're fine with the current situation, then shouldn't everyone be fine with the situation? You would think logically that that would follow, but I think what's happening here is that all these unions are sensing that if that is the case, then that puts pressure on their existence, right? And just pressure on, you know, their strength and their leverage in other scenarios. So it's an interesting situation. I wish I knew a little bit more about it to be able to speak more informed on it in terms of how unions are in Europe. Obviously it's a little bit different than in the US, but nevertheless, it seems like this pressure is increasing. It'd be interesting to follow, you know, where things go from here because Tesla definitely has a pretty firm stance on this topic. So we keep an eye on that, but wanted to pass those pieces of news along.

所以很有趣。这里面增加了很多额外的压力。我认为最有趣的部分是，这一切似乎都源自特斯拉以及特斯拉员工之外的压力。我的意思是，如果你看一下这里使用的语言，我不知道我是否记得强调过，但他们说他们对此工会表示全力支持，这似乎是对这种情况的准确描述，但他们难道不应该支持特斯拉员工吗？如果特斯拉员工表示他们对目前的情况满意，那么其他人难道不应该满意这种情况吗？从逻辑上讲，你会认为这是可以预料的，但我认为这里发生的是所有这些工会都感觉到，如果是这种情况，那么他们的存在就面临着压力，对吗？而且还对其他情况下他们的实力和影响力施加了压力。这是一个有趣的情况。我希望自己能对此有更多的了解，以便能够更有见地地谈论欧洲的工会情况。显然，这与美国有些不同，但无论如何，压力似乎正在增加。关注事态进展会很有趣，因为特斯拉对这个话题肯定有坚定的立场。所以我们将继续关注，但我想传达这些新闻片段。

We also got an update from Tesla skill period. They had said about a day ago that the holiday release from Tesla holiday software update had started to roll out to employees. Tesla usually tries to do a lot of big features or, you know, at least a number of different features in that holiday update, trying to make it a little bit special for people. So for this year, it, they had said yesterday that they started rolling out. They weren't going to post the release notes yet, but they have now posted those. So a number of different updates here. I don't think anything too crazy and some that we've talked a lot talked about, like speed cameras on your route we talked about, I think yesterday. So they say that this includes Apple podcasts as a software, as a new software in the vehicle. Tesla arcade updates, automatic 911 calls, speed cameras on route. They also note that it includes trip planer on the mobile app, which I kind of thought was already there. But maybe I'm just thinking of something else. More cameras in live camera view. I've heard that there, I think we've heard that they're working on making all eight cameras viewable from that. I'm not sure if that's all eight and this one are just more, but I think it would be all eight automatic blind spot camera, light show updates and a few other things here, just kind of minor shuffle play and title, you know, etc, stuff like that.

我们还收到了来自特斯拉的更新。大约一天前，他们表示特斯拉假期软件更新已经开始向员工推出。特斯拉通常会在假期更新中添加一些重要的功能或者至少是一些不同的功能，以使其对人们更具特殊意义。所以今年，他们昨天表示已经开始推出。他们当时还没有发布更新说明，但现在已经发布了。这里有一些不同的更新，我不认为有什么太疯狂的更新，其中一些我们已经谈论过，比如我们昨天讨论的沿途的速度摄像头。他们表示这个更新包括苹果播客作为车辆上的新软件、特斯拉街机更新、自动拨打911紧急电话、沿途速度摄像头。他们还指出，这个更新包括移动应用程序上的行程规划器，我本以为已经有了，可能我搞混了。在实时摄像头视图中增加更多摄像头。我听说他们正在努力使八个摄像头都能在视图中显示，但我不确定这是八个摄像头还是只是增加了一些，但我认为会是所有八个自动盲点摄像头、炫彩灯光更新以及其他一些次要更新，如随机播放和标题等等。

So in general, quite a few new features. I don't think anything incredibly consequential, but nice to always see these types of updates. And they do say this doesn't include FSD updates. V12 still being worked on internally, hasn't expanded to additional employees at this time. And they say that apparently there is more coming with this update, not to get your hopes up significantly. I think it's best to just keep those lower in terms of expectations. But sounds like there could also be some other things coming at some point. I think what we're almost excited about though is that V12 and awaiting that expansion.

总的来说，有不少新功能。我并不认为有什么非常重大的变化，但总是很高兴看到这些类型的更新。并且他们说这并不包括FSD（全自动驾驶）的更新。V12版本仍在内部研发中，并未扩展到其他员工。他们还表示，这次更新似乎还有更多内容，但不要对此抱有过高期望。我认为最好将期望设定在较低的水平上。但听起来也可能会在某个时候出现其他一些新功能。我认为我们最期待的是V12版本以及等待其扩展的到来。

All right, few other stories outside of Tesla. So Ford alerted some dealers today according to automotive news and a few other reports that they are expecting the Mustang Mach E EV credit to drop to zero on January 1st. So we've seen from Tesla, they said for the Model 3 that that's expected to be cut in half. Sounds like the Model Y will continue to get the full credit, at least for the time being. Mustang Mach E though, not in that situation. It sounds like that will completely be removed. As we've said, this could change. I'm sure Ford is trying to push for a reprieve from that. But for now, that is their expectation. So you're looking at the Model Y versus the Mustang Mach E. Obviously, that's going to make a difference. The volume of the Model Y though, even if there were zero Mustang Mach E sales, it's not like it's the biggest competitive set. It's not nothing but the Model Y is competing against other vehicles, of course, as well. So a little bit disappointing there for Ford for them to potentially not have access to that credit, but it comes along with how they're building and supplying the vehicle as well.

好的，除了特斯拉之外，还有其他一些故事。据汽车新闻和其他一些报道称，福特今天向一些经销商发出了警告，他们预计野马Mach E电动汽车的减税额将在明年1月1日降为零。所以，我们从特斯拉那里得知，他们表示Model 3的减税额将减半。听起来Model Y目前至少会继续获得全额减税。但野马Mach E不在这种情况下，听起来将完全取消减税。正如我们所说，这可能会改变。我确信福特正在努力争取这个减税的缓刑。但目前来看，这是他们的期望。所以你在比较Model Y和野马Mach E。显然，这会有所不同。即使没有野马Mach E的销售，Model Y的销量也不是最大的竞争对手。当然，Model Y也在与其他车型竞争。对福特来说，这可能有点令人失望，他们有可能无法获得这个减税，但这也与他们的车辆建造和供应方式有关。

And then Stellantis, they made an update. Automotive news kind of led with the headline that Stellantis is profitable on electric vehicles in Europe and the US. So we can see from the beginning statement here, Stellantis is quote unquote in the black on EVs in the US and Europe, according to their CEO. But if we look at the comment from him specifically, that seems to drive the first part of this article, he does say that they're trying to continuously levelize the margins between better electric vehicles and ICE. And then said that the first thing is that we are in the black, both in the US and in Europe, our margins on electrified vehicles are in the black. Well, we know that going back a long time, electrified vehicles doesn't necessarily mean electric vehicles. That can include anything as electrified quote unquote as a standard hybrid vehicle, which could have a one kilowatt hour battery. It's probably pretty easy to make a profit off a vehicle like that with that size of a battery. So this could just be how he's phrasing it. He could mean electric vehicles. He does talk about specifically BEVs in this sort of lead in to this other comment. But I'm not ready to make that assumption quite yet. As we've seen, profitability be very challenging for other automakers, you know, with Ford's disclosure and some of the startup EV players that we have seen, of course, outside of BYD. So, you know, we'll see if we get more information on that, but just wanted to clarify that point for those that maybe had seen that headline.

然后Stellantis（史泰龙标致克莱斯勒福特法拉利雪铁龙）发布了一份更新。汽车新闻报道称，Stellantis在欧洲和美国的电动汽车上盈利了。所以我们可以从这篇文章的开头表述看出，根据他们的首席执行官的话，可以说史泰龙在美国和欧洲的电动汽车上取得了盈利。但是，如果我们具体看他的评论，这似乎是驱动本文前半部分的原因，他确实说他们正努力推动更好的电动汽车和内燃机汽车之间的边际效益平衡。他还说我们的首要任务是，我们在美国和欧洲的电气化车辆都能实现盈利。嗯，我们都知道，电气化车辆并不一定意味着纯电动车。这可以包括任何那样电气化的车辆，比如一辆标配混合动力车，可能只有一千瓦时的电池。用那样容量的电池做一辆车可能很容易取得盈利。所以这只是他措辞的方式。他可能是指电动汽车。在这个其他评论的开头，他确实谈到了纯电动车。但我还不能肯定这一点。正如我们所看到的，对于其他汽车制造商来说，盈利是非常具有挑战性的，你知道，就像福特的披露和一些初创电动汽车制造商，当然，除了比亚迪。所以，我们还要看看是否会有更多的信息，但只是想澄清一下这一点，给那些可能看到过那个标题的人。

And then the last item for today, we've got an update from a judge, which has ruled that Cruz is ordered to show cause why it should not be sanctioned by the commission. Not sure which commission, but the public utilities commission in the state of California for failing to provide complete information relating to the accident, which has caused, of course, a lot of the changes in Cruz over the last couple of months. So they're being ordered this as a part of the, as a part of this ruling, they do lay out sort of the timeline on what Cruz disclosed and at what point. And they say as a summary of that, from October 3rd to October 18, Cruz failed to provide the commission with a full account of the October 2nd incident for more than two weeks. So what Cruz had sort of said was that they had shared the whole video of that situation. The DM or the public utilities commission and the DMV, I think it said that they had not. And I think that debate is probably one around timing. And now we're getting a little bit more details on the timing. And it sounds like it's possible, at least from the summary, that that was withheld for possibly a couple of weeks here. So a pretty significant period of time, and makes sense then why if this is accurate, the DMV and the public utilities commission would be upset with those with with those actions. So we'll continue to monitor this with Cruz and see where things go from here. That'll wrap it up for today. So as always, thank you for listening. Make sure you're subscribed and signed up for notifications. Also find me on X at Tesla podcast. And we'll see you tomorrow for the Thursday December 7th episode of Tesla Daily. Thank you.

然后，今天的最后一项消息是一个法官的更新，他裁定克鲁兹必须解释为什么不应该受到委员会的惩罚。不确定是哪个委员会，但这是加利福尼亚州公用事业委员会要求他们提供有关事故的完整信息，而克鲁兹在过去几个月内发生了很多变化。因此，作为判决的一部分，他们详细列出了克鲁兹披露信息的时间线。总结起来，从10月3日到10月18日，克鲁兹在两个多星期内未能向委员会提供关于10月2日事件的全面说明。克鲁兹之前声称已经分享了整个事情的视频。但是交通部和公用事业委员会似乎对此表示否认。我认为这可能是一个关于时间的争议。现在我们对时间有了更多的细节。根据总结，似乎这些信息可能被保留了数周。因此，如果准确的话，这就解释了为什么交通部和公用事业委员会对这些行为感到不满。我们将继续关注克鲁兹的动态，看看事情的发展方向。就到这里了，谢谢大家的收听。请确保订阅并接收通知。同时在X上找到我，听取特斯拉播客。明天见，感谢大家。