Is This a "Huge Blow" to Tesla? / Stellantis Copies Wrong Company / Halving Costs ⚡️

Welcome to Electrified, it's your host Dylan Loomis. So first up today does turn out that 48 document from Tesla and Elon Musk to the rest of the industry was indeed real. But today Farley said great to read the document and realize our next-gen team has been on a similar path. Let's work together to help the supply base move into the 48-volt future as well. It should go without saying, but the more automakers that decide to go this route, the faster the supply chain will be built out in turn benefiting Tesla and everybody else. I know there's a lot of hyperbole in social media land, but this is yet another example of Tesla revolutionizing the entire auto industry, of course over time.

欢迎来到Electrified，我是您的主持人迪伦·卢米斯。首先，今天确实证实特斯拉和埃隆·马斯克的第48号文件确实存在。但是今天，法利表示很高兴阅读了这份文件，并意识到我们的下一代团队也在朝着相似的道路前进。让我们共同努力，帮助供应基地进入48伏特的未来。毋庸置疑，决定选择这条路线的汽车制造商越多，供应链就会更快地建立起来，从而使特斯拉和其他所有人受益。我知道社交媒体上有很多夸大之词，但这又是特斯拉在整个汽车行业革命的又一个例子，当然需要时间的推移。

On the holiday software release, at least so far, I blame Tesla Scope for getting my and maybe our expectations a bit too high. Rob already covered what the updates were last night. The word is that more features are still coming. I did want to share this video of one of those new features in action. Yes, you see the blind spot camera here, but on the left, you'll actually see this red light that turns on when there is a vehicle actually in your blind spot. It would be cool if there was an option to turn on or off a quiet chime in addition to this light turning on, so you don't have to take your eyes off of the road.

在假日软件发布上，至少到目前为止，我责怪特斯拉基镜让我的期望变得有点过高，也许我们都是这样。罗布昨晚已经介绍了更新内容。听说还会有更多功能即将推出。我想分享一下其中一个新功能的视频。在这里，你可以看到盲点摄像头，但在左边，你实际上会看到当有车辆在你的盲点时会亮起的红灯。如果有一个开关可以选择打开或关闭一个低音提示音的话，那就太棒了，这样你就无需把目光从路上移开了。

Just a quick PSA. I'm not sure how widespread this is right now, but just so you guys know, one user is reporting that they tried to change their reservation, but Tesla said a few days ago they changed the policy. Now if you change your reservation, you will actually lose your deposit. Nothing major, just something to be aware of.

只是快速告知大家一件事。我不确定目前这个情况有多广泛，但为了让大家知道，有一个用户报告说他们试图更改预订，但特斯拉几天前改变了政策。现在，如果您更改预订，将会失去您的定金。这并不是什么大事，只是提醒大家注意一下。

We talked about the press release yesterday, and now we have some pictures of a new service center in the south of Sweden for Tesla. This being reported by Esther, she also shared some images with the news. At least for now, it seems like Tesla does not have any intentions of leaving Sweden. That's despite the fact that right now things are still not going Tesla's way. Today, Tesla lost a legal battle with Sweden's postal service. Post Nord now for the time being does not need to deliver license plates to Tesla that are being blocked by the postal services workers.

我们昨天讨论了新闻稿，现在我们有一些关于特斯拉在瑞典南部的一个新服务中心的图片。这是Esther报道的，她还与新闻共享了一些图片。目前至少看起来，特斯拉似乎没有离开瑞典的意图。尽管目前情况对特斯拉来说仍然不太顺利。今天，特斯拉在与瑞典邮局的一场法律战中失败了。Post Nord目前不再需要向特斯拉递送被邮政工人拦截的车牌。

You may have heard a Danish pension fund was selling Tesla shares as part of the sympathy strike. That number though is only just south of $69 million. When it comes to the court ruling, the district court has decided post Nord should not be forced to make deliveries to Tesla before the case is closed. Separately when the transport agency was told they had to hand over test license plates, well, that decision has been appealed. Now we also have some Swedish pension funds that are urging Tesla to sign an agreement, but so far they haven't sold any shares. The latest number of actual Tesla employees that are involved in this strike, according to Nicolas who has been very plugged into this whole situation from day one, is 12 employees out of around 350 across Tesla's Sweden locations, some of which have decided to go back to work in the last few days. It's pretty wild to think about all of the ancillary actions that are taking place right now, the millions of dollars changing hands just because of these 12 people. But as we've said all along, it's really not about these 12 people. Ultimately, it's about EF Matal's power, their control and their future.

你可能听说过丹麦的一个养老基金正在出售特斯拉股票，作为示威罢工的一部分。但是，这个数字只是稍微低于6900万美元。至于法庭判决，地方法院已决定在案件结案前不强迫北欧公司向特斯拉交付货物。另外，交通机构被告知他们必须交出测试车牌，这个决定已经上诉。现在，我们还有一些瑞典的养老基金敦促特斯拉签署一项协议，但到目前为止，他们还没有出售任何股票。根据从第一天开始一直对整个局势非常了解的尼古拉斯的说法，参与罢工的特斯拉员工人数最新是12人，总共约有350名员工分布在特斯拉的瑞典各地。想象一下，因为这12个人，正在发生的所有附带行动，数以百万计的资金正在流动。但正如我们一直说的，这并不只是关于这12个人。最终，这关乎EF Matal的权力、控制和未来。

I thought this was a pretty interesting post on X from CJNFA, not going to read it to you pause if you want, but an interesting take on some other Swedish automakers. Something tells me the Cybertruck is going to be a magnet for celebrities with big audiences, and it'll become a staple in music videos once it's more widely available. Monroe Live put out a video of Sandy's first impressions with the Cybertruck, I just wanted to point out that this is the first time I've seen the rear view camera, which of course is instead of a traditional rear view mirror that you wouldn't be able to see through when the Tano cover is down. Sandy said he wiped the camera off, now of course it was a rainy day outside so it's going to get wet as soon as you start driving, but this view certainly not great. You can see when he switches to the side view cameras, that looks clear, it's for now just the rear view that doesn't look great, just something to keep in mind. Also in the front as we assumed this section does come off fairly easily and then right there is access to the HEPA filter, just as easy as it comes off, fairly simple to put it back on.

我觉得这是CJNFA关于X的一篇非常有趣的帖子，如果你想的话，我不会为你读出来的。这是关于一些其他瑞典汽车制造商的有趣见解。有种感觉告诉我，Cybertruck将成为引起名人关注的磁铁，并在更广泛地推出后成为音乐视频中的固定元素。Monroe Live发布了Sandy对Cybertruck的初步印象的视频，我只是想指出这是我第一次看到后视摄像头，当然，这取代了传统的后视镜，当Tano覆盖关闭时，你无法透过它看到后方。Sandy说他擦了摄像头，当然那是一个下雨的日子，一开始开车摄像头就会湿，但这个视角确实不好。你可以看到当他切换到侧面摄像头时，画面看起来很清晰，就目前来说，只有后视摄像头的画面不太好，这是需要注意的。此外，正如我们所预料的那样，前面的部分确实很容易拆下，然后就可以接触到HEPA过滤器，装回去也相当简单。

We had this interesting looking Cybertruck with no side view mirrors and this line out of nowhere in a Jeff Roberts video. However, if you read the comments, he pinned using Photoshop's new AI tools to bend reality, which is honestly too bad because the longer I look at this the more I actually like that line feature. That would of course most likely complicate manufacturing.

我们有这辆外观很有趣的Cybertruck，没有侧视镜，并且在Jeff Roberts的视频中突然出现了这个线条。然而，如果你读评论，他承认使用了Photoshop的新人工智能工具来扭曲现实，这真是太糟糕了，因为越久我看这个，我就越喜欢那个线条功能。当然，这可能会增加制造复杂性。

Tesla has now given us the gift of the Cybertruck and we can be confident Elon will be giving us another holiday software update, so don't be like legacy automakers not giving gifts. Get your friends, family, co-workers or yes, even yourself, something they or you will enjoy this holiday season. Extra, the sponsor of this video has you covered. I can already attest to the quality, durability and functionality of extra products having used them now for about 2 years.

特斯拉现在给了我们 Cybertruck 的礼物，而我们可以放心埃隆会给我们另一个假日软件更新，所以不要像传统汽车制造商一样不给礼物。在这个假日季节，给你的朋友、家人、同事甚至是你自己，买一些他们或者你会喜欢的东西吧。本视频的赞助商 Extra 会提供你需求的产品。我已经亲身证明了 Extra 产品的质量、耐久性和功能性，已经使用它们有大约两年了。

Now you can get custom engraving on extra smart wallets to add that extra personal touch. They also have RFID protection, solar-powered trackers to never lose your wallet again, others have a place for an Apple AirTag and the best thing hands down is the quick press card fan feature for easy access to all of your cards. Extra has far more than just wallets. I use the grid backpack on a recent cross country road trip and have been very pleased with it. It's water-resistant and the 180-degree opening eliminates blindly digging through a backpack forever. They also have cash clips, key holders, laptop sleeves, a pre-made Christmas bundle, and a whole lot more.

现在你可以在额外的智能钱包上进行定制雕刻，增添个人特色。它们还具有射频识别保护、太阳能追踪器，以免再次丢失钱包，还有一个放置苹果AirTag的位置，最重要的是快速按压卡片扇功能，便于访问所有的卡片。额外不仅仅是钱包。我最近在一次跨国旅行中使用了格子背包，并对它非常满意。它防水，而且180度开口的设计消除了盲目在背包中翻找的困扰。他们还有纸币夹、钥匙扣、笔记本电脑袋、预制的圣诞礼品包等等。

Checking out extra is a great way to support the channel but more importantly to get your Elon on and spread the holiday cheer. You can use my code electrified to get up to 55% off your order at partner.exter.com/electrified. The link will be below, wishing you all a blessed holiday season.

留言：给我们的频道投个稿是一个非常好的支持方式，更重要的是能让你像埃隆一样享受假日的快乐。你可以使用我的代码"electrified"在partner.exter.com/electrified处下单时，享受高达55%的折扣。链接如下，祝大家度过一个幸福的假期季节。

From Bloomberg, we learn that the head of Tesla's Dojo project Ganesh Venkha has left the company he actually departed last month. It'll be Peter Bannon, a former executive at Apple and also the director of Tesla for the last 7 years to step into this head of Dojo role. It's not clear if this will be on an interim basis or more permanent.

据彭博社报道，特斯拉的Dojo项目负责人甘尼什·文卡（Ganesh Venkha）已经离开了该公司，他实际上在上个月就离职了。彭博社还透露，彼得·班农（Peter Bannon）将接替这个Dojo项目负责人的职位，他曾是苹果公司的高管，同时也担任特斯拉公司的董事长已有7年之久。目前尚不清楚他是否将暂时或永久接任该职位。

It was actually Ganesh who helped to set up Tesla's hardware in silicon teams back in 2016. Then it was Ganesh, Peter and a few other people that were responsible for designing the D1 chip that is Dojo. My name is Pete Bannon, I run the custom silicon and low voltage teams at Tesla. And my name is Ganesh Wrenke, I run the Dojo program.

实际上是 Ganesh 在2016年帮助建立了特斯拉的硅芯团队。然后是 Ganesh、Peter 和其他几个人负责设计了 Dojo 芯片，也就是 D1芯片。我叫 Pete Bannon，在特斯拉负责定制硅芯和低电压团队。而我叫 Ganesh Wrenke，负责 Dojo 项目。

I'm frequently asked why is a car company building a supercomputer for training? And this question fundamentally misunderstands the nature of Tesla. At its heart, Tesla is a hardcore technology company. All across the company people are working hard in science and engineering to advance the fundamental understanding and methods that we have available to build cars, energy solutions, robots and anything else we can do to improve the human condition around the world. It's a super exciting thing to be a part of and it's a privilege to run a very small piece of it in the semiconductor group.

经常有人问我，为什么一家汽车公司要建造一台用于训练的超级计算机？而这个问题基本上误解了特斯拉的本质。在根本上，特斯拉是一家激进的科技公司。在整个公司中，人们都在科学和工程领域努力工作，以提高我们在制造汽车、能源解决方案、机器人以及其他任何能够改善全球人类生活状况的事物的基本理解和方法。成为其中一员是一件非常令人兴奋的事情，能够在半导体团队中扮演一个微小的角色更是一种特权。

The word is at least one other member of the group has also left the team and they said Tesla has installed hardware for Dojo at a centralized location in Palo Alto, California in the past few weeks. We may recall back in October we talked about that new bunker-like structure that was being built at Giga Texas that was supposed to house Dojo in the future. According to Electric and some of their sources they're saying the reason that Ganesh left was over the next generation of Dojo. The source told us rumors at Tesla around the departure is that the second-gen Dojo 2 chip is not meeting expectations. And we're hearing he's not the only head to roll. If their sources are accurate this might be a situation more of him being let go than him deciding to leave.

至少有另一名团队成员也离开了团队，并且他们说特斯拉最近几周在加利福尼亚帕罗奥图的一个集中地点安装了Dojo的硬件。也许大家还记得，去年十月我们曾经谈到在特斯拉德克萨斯超级工厂建造的类似军事掩体的建筑，未来将用于安装Dojo。根据《电动汽车》及其一些消息来源的说法，Ganesh离开的原因是与下一代Dojo有关。消息来源告诉我们，在特斯拉内部有关他离职的流言称，第二代Dojo 2芯片并未达到预期。我们听说他不是唯一的领导被解雇的。如果来源准确的话，这可能更多是他被解雇而不是主动离职的情况。

Ganesh spent almost 8 years at Tesla working on this project as the director of autopilot hardware. No word on where Ganesh may end up next and it is true from everything that I've read and listened to. He was very well respected in the semiconductor industry and he is a super talented chip engineer having spent almost 15 years at AMD previously.

甘尼什在特斯拉担任自动驾驶硬件总监，投入了近8年时间参与该项目的开发。目前还没有关于甘尼什下一步的去向，根据我所阅读和听到的一切，这是事实。他在半导体行业中备受尊重，是一名非常有才华的芯片工程师，在之前的15年里在AMD工作过。

Deep Bannon is no slouch himself but as we should all know by now all of these teams at Tesla are not just one person that gets most of the media attention. It's just that deep talented teams and groups of people. In the sports world this is when teams say it's next man up and it's the same thing at Tesla which is where many of the best engineers in the world want to work.

深深（Deep）·班农本人也绝非笨拙之辈，但是正如我们现在都应该知道的那样，在特斯拉公司，所有这些团队并不只关注一个人。实际上，这是一个由富有才华的团队和一群人组成的公司。在体育界，当一支队伍说接下来该轮到下一个人出场时，同样的事情也发生在特斯拉公司，这也正是全球许多最优秀的工程师们渴望加入该公司的原因所在。

I put this list together of just some of the notable people that have left Tesla over the last 5 or 6 years and every single time it was the same thing. Media reports saying it's a huge blow to Tesla there are underlying problems at Tesla the whole shebang. I'm not at all trying to imply that Tesla losing Ganesh is insignificant or trivial by any stretch. I'm just saying it's next man up and Tesla's going to continue doing what it's always done.

这个列表列出了在过去的5到6年里离开特斯拉的一些值得注意的人士，每一次都是同样的情况。媒体报道称这对特斯拉是一个巨大的打击，特斯拉存在潜在问题等等。我绝对不是要暗示特斯拉失去Ganesh是微不足道或琐事。我只是在说接下来是下一个人，特斯拉将继续做它一直在做的事情。

Let's keep in mind that the first version of dojo is really just now being switched on and actually used in the real world and Tesla is already pretty focused and willing to make a shake-up when it comes to version 2. That is if these rumors about the reasoning for Ganesh's departure are true. For whatever it's worth I do not think that Tesla is going to slow down their plans or spending when it comes to dojo at all.

让我们记住，道场的第一个版本现在才刚刚开始启用并在现实世界中真正使用，而特斯拉已经相当专注并愿意在第二版上进行革新。如果甘尼什离职的原因传闻属实的话，那就是这个意思。无论价值如何，我不认为特斯拉在道场方面的计划或支出会减缓。

Despite this news we just heard this year Tesla is planning to spend well over $1 billion on dojo in 2024. When we got started the goal was to provide a substantial improvement to the training latency for our autopilot team. Some of the largest neural networks they train today run for over a month which inhibits their ability to rapidly explore alternatives and evaluate them. So a 30x speed up would be really nice if we could provide it at a cost competitive and energy competitive way.

尽管我们刚刚听到了这个消息，特斯拉计划在2024年在dojo上花费超过10亿美元。当我们开始的时候，目标是大幅提高我们自动驾驶团队的训练延迟。他们今天训练的一些最大的神经网络需要运行一个月以上，这限制了他们快速探索替代方案和评估的能力。因此，如果我们能以具有竞争力的成本和能源消耗的方式提供30倍的加速，那将非常好。

Honestly though we have to tip our caps to Ganesh for his contributions to Tesla setting up this team and really being a big part of getting dojo from just a conception to something operating in the real world. Tesla owners Oregon shared this image of a Tesla taking some serious damage it's not exactly clear what happened in this accident but I just wanted to pass along they said no injuries were reported and somehow from this mess the driver was able to self extricate. Maybe another example of a Tesla saving a life. I'm pretty sure this is one Tesla crash that we won't hear one word about from the mainstream media.

不过，我们必须向 Ganesh 致敬，因为他对于 Tesla 建立这个团队做出了贡献，对于将 dojo 从概念变成在现实世界运作的东西起到了重要作用。Oregon 的特斯拉车主分享了一张特斯拉遭受严重损坏的照片，事故发生的具体情况不太清楚，但我想转发一下他们说没有报告任何伤情，并且奇迹般地从这个混乱中救出了驾驶员。也许这是特斯拉拯救生命的又一个例子。我敢肯定，这是一个我们不会从主流媒体那里听到一言半语的特斯拉事故。

Tesla and Elon are still being wooed by the prime minister of Thailand who showed Tesla executives around industrial estates in the country last week for potential investment. He said I went out of my way to entertain them so they would fall in love with Thailand. They're looking for around 320 hectares of land. That's about 790 acres. He's also confident that Tesla will eventually invest in Thailand.

特斯拉和埃隆·马斯克仍然受到泰国总理的追逐，上周他带着特斯拉的高管们参观了该国的工业园区，希望吸引其进行潜在投资。总理表示：“我努力招待他们，希望他们爱上泰国。”他们正在寻找约320公顷的土地，相当于约790英亩。总理对特斯拉最终在泰国投资表达了信心。

Right now there is a government subsidy in Thailand for electric vehicle sales that's about 4200 US dollars. Both BYD and Great Wall Motor have already combined to set up manufacturing facilities in Thailand totaling about 1.4 billion dollars. The prime minister did say however they're going to continue promoting the production of combustion engine vehicles saying that EVs are not going to take over the world. Not soon but I think one day they most certainly will.

目前泰国政府为电动汽车销售提供约4200美元的补贴。比亚迪（BYD）和长城汽车已经联合在泰国建立了总价值约14亿美元的制造工厂。然而，总理表示，他们将继续推广燃油汽车的生产，并表示电动汽车不会接管世界。尽管不会很快，但我认为总有一天它们一定会成功。

It's good to see Model 3 Plus deliveries commencing in different countries around the world. This time around we have them in Singapore and we can add Japan to the list as well. On X Brian G shared a screenshot of a Tesla energy ad on YouTube while he was watching a Joe Tettmeyer video. It looks like interacting with this ad would take the customer to Tesla's Y solar blog post. This image of a Tesla power wall from the ad as well.

很高兴看到Model 3 Plus开始在世界各国交付。这次我们在新加坡看到了交付，还可以把日本也加入到这个列表中。在X上，Brian G分享了一张他在观看Joe Tettmeyer视频时看到的YouTube上的特斯拉能源广告截图。看起来与这个广告互动将把客户带到特斯拉的Y太阳能博客文章。这个广告中还出现了特斯拉Powerwall的图片。

This is pure speculation on my part but I'm wondering if the reason we haven't seen a new state added to Tesla insurance in over a year now is because they have known there were some legal actions coming against Tesla insurance. This time it's for those false forward collision warning alerts that were causing customers to pay higher rates than they should have. Just a timeline to keep in the back of your mind the first hearing for this lawsuit is scheduled for January 2024.

这仅仅是我个人的猜测，但我想知道为什么我们在过去一年多的时间里没有看到特斯拉保险增加新的州份，可能是因为他们已经知道有一些针对特斯拉保险的法律诉讼即将发生。这次诉讼是针对那些错误的前向碰撞警报，导致客户支付了比应该更高的费率。请记住的一个时间线是，这起诉讼的第一次听证会计划在2024年1月举行。

Here we have a finished telecom company saying that they can have their network electricity costs by using battery energy storage specifically in the form of a virtual power plant. Doing so can have operators electricity costs while helping the integration of renewable energy into the wider market. A spokesperson added that this solution could be made suitable for any market at present the way the northern European markets are operated and regulated Nordex Belgium, Netherlands, Germany, France, UK. They're all suitable with EU harmonization of electricity markets proceeding. The EU 27 nations should all be good ground for distributed energy storage in the next years. Additionally, they're confident the DESVPP can be set up to run on any distributed energy storage network including industrial or residential sites. It really becomes more of a no-brainer with each passing month.

在这里，我们有一家已经成熟的电信公司表示，他们可以通过使用电池能量存储来降低网络的电力成本，具体形式是虚拟电源电厂。这样做可以降低运营商的电力成本，同时帮助可再生能源更好地融入更广泛的市场。一位发言人补充说，这种解决方案可以适用于目前任何市场，就像北欧市场目前的运营和监管方式一样，包括比利时、荷兰、德国、法国和英国。他们都适合欧盟对电力市场的协调。未来几年，欧盟27个成员国应该都是分布式能源存储的良好市场。此外，他们相信分布式能源存储虚拟电源电厂可以在任何分布式能源存储网络上运行，包括工业或住宅场所。随着时间的推移，这变得越来越明显。

The ability to drastically reduce costs for all of these companies to get good press for going green and the ability to get a bunch of free money from government subsidies for this technology.

这个能力能够大幅降低这些公司的成本，从而获得赞誉，因为它们实现了绿色环保，同时还能够从政府补贴中获得大量免费资金。

I've been reading up on this Hyundai and Amazon new pilot program for them to sell cars on Amazon. It sounds like both of the companies still don't really know how this is actually going to work. Despite that, the plan is still for these companies to start that six month pilot program next month. There's something to keep an eye on as I'll be pretty interested to go click around and see what the experience is like.

我一直在关注现代汽车和亚马逊的新试水项目，他们计划在亚马逊上销售汽车。听起来两家公司实际上都不太清楚这个计划将如何运作。尽管如此，计划仍然是让这些公司下个月开始为期六个月的试点项目。这是一个值得关注的事情，我对点击浏览并了解这种购车体验非常感兴趣。

The UAW is giving it their best shot as they said they would. Right now they've signed up more than a thousand employees at the W shop in Tennessee. This non-union shop now has gained the support of more than 30% of workers at the site. Since they crossed that 30% threshold, it sounds like those workers are now going to go public with their efforts as they look for more support. The next milestone they would need to hit is over 70% which is certainly a big jump. If they can pull that off and the company's management declines to voluntarily recognize the union, then they can actually hold any election. But for now, just one third of workers at the site in Tennessee have signed UAW cards.

美国汽车工人联合会（UAW）正在全力以赴，正如他们之前所说的那样。目前，他们已经在田纳西州的W店中签约了一千多名员工。这家非工会店如今获得了该工地超过30%的员工支持。由于他们已经超过了这个30%的门槛，听起来这些工人现在将公开展示他们的努力，并寻求更多的支持。他们需要达到的下一个里程碑是超过70%，这无疑是一个很大的跳跃。如果他们能够做到，并且公司管理层拒绝自愿承认工会，那么他们实际上可以进行选举。但目前，在田纳西州工地上，只有三分之一的工人签署了UAW卡片。

We have Bosch, the world's largest supplier of auto parts looking to establish a chain of franchised independent repair shops. Bosch is targeting these independent shops that would come under the Bosch brand but they would still be independently owned and operated. The reason I'm sharing this though is because they said this, absolutely we are targeting to help workshops transition from all of the technology we know today, what's already here, to what is coming, that includes electric vehicles. As we just talked about, the more body shops we have that are trained on electric vehicles that can supply EV parts, the sooner these EV repair costs can begin, coming down. And the entire repair experience for EV owners will get that much better.

我们有博世，全球最大的汽车零部件供应商，正计划建立一系列特许独立修理店。博世的目标是将这些独立修理店纳入博世品牌，但它们仍然是独立拥有和经营的。我之所以分享这个信息是因为他们表示，我们确实正在努力帮助车间过渡到我们今天所了解的所有技术，包括即将到来的电动汽车。正如我们刚刚讨论的，如果我们有更多接受过电动汽车培训并能供应电动汽车零部件的车身修理店，那么电动汽车维修成本就能更早降低。对于电动汽车车主来说，整个维修体验也会变得更好一些。

This one was kind of funny, in an interview Bosch was asked about the software packages that these franchisees will get to use, that's because the last independent shop that person went to used a chalkboard to track customers' cars. It sounds like Bosch will at least be trying to bring some of these independent shops into the Tesla model of using a mobile app, online scheduling and taking advantage of the software we now have. This is definitely something that will most likely move pretty slow and take time to actually implement but hopefully at some point it does catch on.

这一段有点有趣，Bosch在一次采访中被问到这些特许经营店将会使用哪些软件包，这是因为那个采访对象之前去的独立店铺使用黑板来跟踪顾客的车辆。听起来Bosch至少会尝试将一些独立店铺引入特斯拉的模式，使用移动应用、在线预约和利用我们现在已经有的软件。这肯定是一项进展缓慢、需要时间来实施的事情，但希望它最终能够普及起来。

Stellantis, who's CEO just got done bragging about being profitable with their electrified vehicles, just signed a partnership with Ample. This battery swapping partnership is going to start with Fiat 500 EVs in Madrid in 2024 but this system could later be used in other Stellantis vehicles or fleets. And just like Neo, they're touting just 5 minutes for a battery pack swap, but they're saying theirs is a little different. Their CEO said what sets us apart is the modularization of the battery, it can be adapted to other platforms and simplifies the robotics at the swapping station. We can make our battery work in any vehicle exactly as is. What we really have here is Stellantis throwing something at the wall to see what sticks. They said this partnership with Ample is part of their strategy to explore all avenues of electric mobility. We see battery swaps as helping to fill the pie. Ample themselves have 12 stations installed in San Francisco and 4 in Madrid with an additional 9 expected. We have Stellantis looking to copy Neo who is still struggling to turn a profit. You know, you would think these legacy companies would just laser focus on Tesla because they have a proven successful EV business model from top to bottom. And guess what, around a decade ago Tesla actually tried the battery swap system and came to the conclusion it's just not the most optimal way to do it. But apparently Stellantis wants to try it themselves.

Stellantis（斯泰兰蒂斯集团）的首席执行官刚刚夸耀其电动车产品盈利能力，现在又与Ample签署了合作伙伴关系。这个电池更换合作将从2024年在马德里的菲亚特500电动车开始，但该系统以后可能会用于其他Stellantis的车辆或车队。就像Neo一样，他们宣称电池更换只需要5分钟，但他们表示他们的系统略有不同。他们的首席执行官表示，与众不同之处在于电池的模块化，它可以适用于其他平台，并简化了更换站的机器人技术。我们的电池可以完全适配任何车辆。实际上，斯泰兰蒂斯正在尝试各种方法，看看哪种更行得通。他们表示与Ample的合作是他们探索电动出行的战略的一部分。我们认为电池更换有助于填补市场需求。Ample自己在旧金山安装了12个站点，马德里安装了4个站点，并计划再增加9个站点。斯泰兰蒂斯试图效仿Neo，而Neo目前仍然在努力实现盈利。你知道，你会认为这些传统车企会专注于特斯拉，因为特斯拉从上到下都有一个成功的电动车商业模式。而事实上，大约十年前，特斯拉尝试过电池更换系统，并得出结论这不是最优化的方式。但显然斯泰兰蒂斯想要自己尝试一下。

Just so you know, the house did vote on that legislation that would bar the EPA from pursuing any rules that result in limited availability of gas powered cars. Now it'll move to the Democrat controlled Senate where it's not expected to get much traction. Even though some Democrats did actually vote for this bill in the house, the White House is already threatening to veto this saying it would catastrophically impair the EPA's ability to issue auto regulations. The legislation being attacked here is where those emission limitations are actually looking to be ratcheted up. For which the final rules are expected early next year.

只是为了让你知道，众议院已经对那项禁止环保署追求任何导致汽车供应减少的规定进行了投票。现在它将移交给由民主党控制的参议院，在那里预计它不会得到太多关注。尽管一些民主党人实际上在众议院中投票支持了这项法案，但白宫已经开始威胁要否决这一法案，称它将对环保署发出汽车规定的能力造成灾难性损害。这里被攻击的立法其实是针对那些排放限制有望在明年年初实施的规定。

For those interested grok, which may one day be integrated in your Tesla is rolling out to ex premium plus subscribers with the latest app release.

对于那些对grok感兴趣的人来说，它可能有一天会集成到您的特斯拉车型中，并已经在最新的应用程序发布中为高级加会员提供。

Here we have Elon still fighting this time asking the Supreme Court to invalidate his agreement with the SEC. Yes, the one where he has to get his posts on ex about Tesla approved before posting saying they violate his first amendment rights.

在这里，埃隆依然在奋斗着，这一次他要求最高法院废除他与证券交易委员会（SEC）的协议。是的，就是那个他必须在发布关于特斯拉的信息前先经过批准的协议，他声称这违反了他的第一修正案权利。

A federal appeals court rejected Elon's pleas over the summer. We'll see what happens this time around.

今年夏天，一家联邦上诉法院驳回了埃隆的请求。我们将看看这次会发生什么。

You may recall over the summer we talked about Tesla partnering up with emohegan sun in Connecticut to actually have a sales and delivery center getting around the direct sales ban for Tesla's in Connecticut. It was set to open this fall and here we are on Mohigans website saying the location is now open meaning Tesla customers can take delivery directly from Tesla in Connecticut.

你可能还记得，夏天时我们谈论过特斯拉与康涅狄格州的米高安太阳合作，在其中建立了一个销售和交付中心，以规避特斯拉在康州面临的直接销售禁令。原计划该中心在今年秋季开幕，现在我们在米高安太阳的网站上看到该地点已经开放，这意味着特斯拉的客户可以直接在康涅狄格州从特斯拉购车交付。

This is definitely a satisfying victory and another reminder that whatever challenge or problem is put in Tesla's way, historically they've always found a way around it. Whether it's sympathy strikes or losing top talent being opposed by dealer lobbies or our very own government, you just can't stop this movement that is Tesla.

这绝对是一次令人满意的胜利，也再次提醒我们，无论特斯拉面临什么挑战或问题，历史上他们总能找到解决办法。无论是出现同行罢工，失去顶级人才对抗经销商游说，还是受到我们自己政府的反对，都无法阻止特斯拉这个运动的发展。

Don't forget check out extra links below take advantage of that over 50% holiday discount maybe grab a gift for somebody else. A video from me tomorrow on Friday at this point is 5050 so in the event I do not upload I most likely have not been taken just FYI.

不要忘记查看下面的额外链接，抓住超过50%的假日折扣，也许为其他人准备一个礼物。明天星期五会有我的视频，目前可以说是一半一半的情况，所以如果我没有上传的话，很可能是因为我没有被采纳，仅供参考。

Hope you guys have a wonderful day please like the video if you did you can find me on X linked below and a huge thank you to all of my patreon supporters.

希望你们拥有美好的一天！如果你们喜欢这个视频的话，请给我点赞。你们可以在下方找到我在X上的链接。非常感谢所有支持我的Patreon赞助者！