The Future 500 Mile Cybertruck / Ford's Demand Freefall / Lucid's Newest Problem ⚡️

Welcome to Electrified, it's your host Dylan Loomis. For the schedule this week, only two videos from me today, Monday and tomorrow, Tuesday. Ashley and I are heading back home, so we'll be cleaning, packing and driving across the country. So the next time, after Tuesday, you'll see me again, we'll be Monday, December 18th.

欢迎来到Electrified，我是主持人Dylan Loomis。本周的节目安排是，今天（周一）和明天（周二）只有两个视频。我和Ashley即将回家，所以我们将进行打扫、整理行李和跨越全国的驾车旅行。所以下一次见面将在周二之后的下一个周一，也就是12月18日。

First up, today we got a new filing from Tesla in response to some regulatory action from the California DMV that was brought against Tesla last year. This action itself against Tesla is not new. We have the DMV seeking remedies that could include suspending Tesla's license to sell cars in California and or requiring Tesla to make restitution to drivers when it comes to false advertising on autopilot and FSD. Just last week, Tesla is now responding, saying the DMV chose not to take any action against Tesla or otherwise communicate to Tesla that its advertising or use of these brand names was or might be problematic.

首先，今天我们收到了特斯拉对加州车辆管理局（DMV）去年对其采取的某项监管行动的回应。针对特斯拉的这项行动本身并不是新鲜事。DMV正在寻求解决方案，可能包括暂停特斯拉在加州销售汽车的许可，或要求特斯拉在自动驾驶和FSD进行虚假广告时向车主做出赔偿。就在上周，特斯拉做出了回应，称DMV选择不对特斯拉采取任何行动，也没有以任何方式与特斯拉沟通其广告或使用这些品牌名称的合规问题。

Tesla also said the DMV in 2016 decided not to prohibit the use of self-driving and similar language when drawing up regulation about statements on autonomous tech. Tesla relied on the DMV's implicit approval of these brand names. We also know on the Tesla website, they have disclaimers when it comes to these features like the user is still responsible, they have to keep their hands on the wheel and be ready to take over at all times. Tesla said the DMV has known now for years that Tesla was using these names for its technology dating all the way back to 2014 and back then the DMV never said anything.

特斯拉还表示，2016年加州机动车管理局（DMV）决定在拟定有关自动驾驶技术声明的法规中不禁止使用自动驾驶和类似的用语。特斯拉依赖于DMV对这些品牌名称的默认批准。我们还知道，在特斯拉的网站上，他们在涉及这些功能时有免责声明，如用户仍需负责，必须将手放在方向盘上并随时准备接管。特斯拉表示，多年来DMV一直知道特斯拉在2014年就开始使用这些名称来描述其技术，当时DMV从未有所指摘。

And when it comes to free speech, Tesla claimed the DMV's false advertising rules on autonomous vehicles, impermissibly restrict constitutionally protected speech that is truthful and non misleading. But this is the latest in this legal proceeding. Paril Jain, who works on AI and Optimus at Tesla set on X, V12 based smart summon and parking derivatives will finally be smart. Initial dev builds are fire. It's not like any of us needed any more excitement for the V12 rollout. The latest word is it has been pushed back to sometime in January. That could of course could be delayed again, but for now that's what we're looking at. And yes, the word on the street is that with version 12 will come a solution to Tesla's auto wiper problem.

就言论自由而言，特斯拉声称DMV关于自动驾驶车辆的虚假广告规定限制了宪法保护下真实且无误导性的言论。但这是法律诉讼中的最新进展。特斯拉的AI和Optimus团队成员Paril Jain表示，基于X、V12智能召唤和停车推导将会真正智能化。最初的开发版本令人激动。这并不意味着我们需要更多的V12发布的悬念。最新消息是它被推迟到明年一月。当然，可能还会再次延迟，但目前我们所看到的就是如此。而且，据说版本12将解决特斯拉自动雨刷的问题。

Tim Zaman, who served as the head of AI infrastructure at Tesla from 2019 until just this year, has now left Tesla to join Google and deep mind confirming on X, he said my intuition pulls me to my next venture that has the ingredients to change the world again. Tesla Chan on X said in the comments of this post that this is coming from multiple sources that rumors are growing that FSD beta will begin in China as early as the end of this month. This is certainly just that a rumor, but over the past few weeks, it's absolutely true that many signs have been pointing to both Tesla and the Chinese government gearing up for more autonomous pilots and specifically FSD being enabled in China.

提姆·扎曼（Tim Zaman）曾在特斯拉担任AI基础设施主管，从2019年一直到今年，现已离开特斯拉加入了谷歌和DeepMind，确认了这一消息，他说我的直觉推动我进入下一个能够再次改变世界的事业。特斯拉陈在这篇帖子的评论中表示，这是来自多个消息源的消息，传言日益增长，FSD测试版将在本月底之前开始在中国进行。这当然仅仅是一个传言，但在过去几周，确实有很多迹象表明特斯拉和中国政府正在为更多的自动驾驶试点以及特别是在中国启用FSD进行准备。

I'm just speculating here, but even if this were to roll out to some employees or customers before the end of this month, I'm guessing it's going to be on a very limited basis like Tesla has done in North America. Then throughout 2024, they would slowly actually roll out this feature to more and more users. Whenever the first FSD rollout in China happens, that will definitely be exciting news. But when it comes to a material impact for Tesla financials and deferred revenue recognition, I would not expect anything material until 2024 at the earliest.

我只是在猜测，但即使在本月底之前这个功能对某些员工或顾客进行推出，我猜想它将像特斯拉在北美的做法一样，只会在非常有限的范围内推出。然后在2024年期间，他们会逐渐将这个功能推广给越来越多的用户。无论何时中国首次推出全自动驾驶功能，那无疑将是令人兴奋的消息。但就特斯拉的财务和递延收入认可的实际影响而言，我不会预计在2024年之前会有任何实质性的影响。

I'll tell you this, after everything I've learned over the past two weeks, El Cybertruck SL-Kamiyone Mas Impresio Nante, Hamas Construido. Not sure what I just said? It really is a shame, given that you would have known had you been using Babel, the sponsor of this video. I'll come clean. There's a golf resort in Mexico, Porto Los Cabos that one day I'd like to spend a few days playing with Ashley riding along. Babel is the go-to app when it comes to learning a language quickly, especially when it comes to travel conversations. I do most of my learning on my cell phone while I'm on my daily walk or relaxing after a long day of work, as I do really enjoy the lessons. Each one is designed by an actual language teacher and they've been proven to help people start speaking a new language in just three weeks.

我要告诉你这件事，在过去两周中我所学到的一切之后，El Cybertruck SL-Kamiyone非常令人印象深刻，堪称是被哈马斯建造的。不确定我刚才说的是什么吗？真是可惜，如果你使用了本视频的赞助商Babel，你早就知道了。我要坦白了。墨西哥有一个高尔夫度假胜地，Porto Los Cabos，我希望有一天能在那里和Ashley一起度过几天。Babel是学习语言的首选应用，特别是在旅行交流方面。我在日常散步或工作结束后，最常使用手机学习语言，因为我真的很喜欢这些课程。每个课程都由专业的语言教师设计，已被证实能在短短三周内帮助人们开始流利地说一门新语言。

Aque te redicas. El pastel de chaco latte por favor. Babel also offers two free live classes and a 20 day money back guarantee. The podcast on the Babel app offers a laid back way to continue your learning while you're on the go and el coce aciendo a Hercicio, Limpiano, La Casa, etc. I'm curious if you could learn any one language, what would it be and why? The Babel UI is clean, modern and easy to use. It syncs across all your devices so you can pick up where you leave off seamlessly. Right now you can get up to 60% off your subscription using the link in the description below. Did you really think I'd leave you hanging?

让我告诉你。请给我一份巧克力拿铁蛋糕。Babel还提供两堂免费的实时课程和20天退款保证。Babel应用中的播客提供了一种悠闲的学习方式，让你在外出时可以继续学习，同时也可以利用时间进行练习，打扫和家务等。我很好奇，如果你能学会一种语言，你会选择学哪一种，为什么？Babel的用户界面简洁、现代且易于使用。它可以在所有设备上同步，让你可以无缝继续学习。现在你可以通过下方描述中的链接节省高达60%的订阅费用。你真的认为我会丢下你不管吗？

SF gate shared an image from December 7th of the progress of Tesla's drive-in diner in California. There's no official word on when this location will open up to the public but based on the progress sometime next year certainly seems likely.

SF gate分享了一张来自12月7日特斯拉驶入餐馆在加利福尼亚建设进展的图片。虽然尚无官方消息表明这个地点何时向公众开放，但根据目前的进展情况，明年某个时候似乎很有可能。

We got registration data from Jato Dynamics for 28 countries across the EU. Taking a look at model three sales year to date through October, they're up 19% year over year while the Model Y is up 144% year over year. Zooming out, looking at OEMs as a whole you can see Tesla is up 99% year to date this year compared to last year. The only other OEM group to have grown at a faster rate over the same time was labeled the Chinese. Also of note are the two biggest losers with negative year over year growth, Honda down 13% and Mitsubishi down 25%.

我们从Jato Dynamics获得了欧盟28个国家的注册数据。通过查看截至10月份的Model 3的销量情况，相较于去年同期，销量增长了19%，而Model Y的销量同比增长了144%。放大视野，整个原始设备制造商的情况是，与去年相比，特斯拉今年的销量同比增长了99%。在同一时间内增长速度更快的，只有被称为中国的汽车制造商群体。另外需要注意的是，两个最大的输家是本田下降了13%，三菱下降了25%。

This page is very eye opening when it comes to the Chinese strategy for taking over the EU market. You can see many different options and it's all over the map in terms of year over year growth. Some are up significantly, there are many new models and some other models are actually already down significantly year over year. Simply put, the Chinese strategy has been to flood the market with many different models across different price points to see what sticks and then quickly iterate from there. In terms of unit volume year to date from a Chinese brand, the highest unit volume is actually coming from MG. BYD's bestseller year to date has done 9500 units and that was the Addo 3. So to anybody out there saying that Tesla's model three demand in Europe has been cratering, it's just not accurate according to the data. Up 19% year to date and that's with the Osborne effect of the model 3 plus lingering for a large portion of this year paired with the production shutdowns from Gigas Shanghai of the model three line for those upgrades.

这个页面非常引人注目，关于中国占领欧洲市场的战略。你可以看到很多不同的选择，从年度增长来看，情况五花八门。有些显著增长，有许多新模型，而有些其他模型实际上已经年度大幅下滑。简单说，中国的战略是通过向不同价位的市场推出许多不同的车型，以观察哪些最受欢迎，然后快速迭代。就中国品牌今年的销售量而言，MG的销售量实际上是最高的。截至目前，比亚迪今年最畅销的车型销量为9,500台，而那就是Addo 3。所以，对于那些声称特斯拉在欧洲的Model 3需求一落千丈的人，根据数据来看，这完全不准确。截至目前增长19%，而这还包括了Model 3的Osborne效应加上今年大部分时间特斯拉上海超级工厂Model 3生产线因升级而停产的时间。

The biggest bull case for the stock is all the things that no one talks about. It's the charging network. Everyone is adopted or signed on to their charging network. That could be potentially another $5 billion in revenue for them going forward. And if you look at what they gave up, they cut prices to gain share. If you had to say the next best EV player, it would be Rivian, which I'm long, but it's a very, very distant second. They've proven to be the only ones that are capable of turning a profit.

股票的最大看涨理由是关于没有人谈论的所有事情。这就是充电网络。每个人都采用或加入了它们的充电网络。这可能会为他们带来另外50亿美元的收入。如果你看看他们所放弃的东西，他们降低了价格以获取市场份额。如果你必须说下一个最好的电动汽车制造商，那就是Rivian，我对它持有看涨态度，但它是一个非常非常遥远的第二名。他们已经证明是唯一能够盈利的企业。

So you're not really on board with this call from Tony Second Aggie? No, and I think that if you look technically and Carter sees this too, it stopped much higher than 150. You've seen them break that declining trend line. It stopped around 185. It marked itself up. And I think that you're going to see a lot of hiccups on the way down. But anybody who is bet against Elon Musk is pretty much licking their wounds every time. That call from Tony is that his best idea for 2024 is shorting Tesla stock. I most definitely added that one to the prediction tracker. And I will say there are still some macro and hard landing risks that are involved for 2024 when it comes to Tesla stock. But definitely one will look forward to coming back to.

所以你并不完全支持Tony Second Aggie的决策？不，而且我认为如果你仔细看并且Carter也认同，它的停止价格远高于150。你已经看到它们打破了那个下降趋势线。它在185左右停下来，并且自身上涨了。我认为在下降过程中还会有许多起伏。但是每次有人押注对马斯克有损失都会几乎继续亏损。Tony的想法是，他2024年的最佳策略是做空特斯拉的股票。我确实将这个加入了预测追踪器。我会说，当涉及到特斯拉股票在2024年仍然存在一些宏观和硬着陆的风险。但无论如何，我都会期待回来再看一看。

We only have a handful of cyber trucks now out in the wild with initial customers, one of which is Alexis O'Hanean, who is married to Serena Williams. So we have the cyber truck already getting the paparazzi and celebrity treatment. If you didn't know, Alexis is most well known for being the co-founder of Reddit. In these photos, they were spotted leaving a party with some other huge name celebrities in attendance, including Leonardo DiCaprio, Tom Brady, Cindy Crawford, Dwayne Wade, Venus Williams, Snoop Dogg, and Little Wayne.

我们目前仅有少数几辆Cybertruck与初期客户面世，其中之一是与Serena Williams结婚的Alexis O'Hanean。所以，Cybertruck已经开始受到了狗仔队和名人待遇。如果你不知道的话，Alexis最出名的是作为Reddit的联合创始人。在这些照片中，他们被发现与其他一些名人一起离开一场派对，其中包括Leonardo DiCaprio、Tom Brady、Cindy Crawford、Dwayne Wade、Venus Williams、Snoop Dogg和Little Wayne。

As far as I know, cyber truck reservations are non transferable. However, if you go to eBay and search cyber truck reservations, sort by sold, you will see that some have actually sold for thousands of dollars. All of these that you're seeing on the screen right now actually happened today or in the last two or three days. Let me be very clear. I am not showing you this encouraging anybody to go participate in this because I'm expecting this is something that Tesla is going to sniff out and put an end to not to mention the logistical challenges of getting a reservation under your account with your information potentially with your credit card transferred over to someone else. Now, yes, you can make burner accounts and there are always workarounds, but again, I think Tesla will find out. So again, definitely not encouraging this. I just found it pretty interesting to have a look.

据我所知，Cybertruck预订是不可转让的。然而，如果你去eBay搜索Cybertruck预订并按已售出进行排序，你会发现一些实际上以数千美元的价格售出。你现在在屏幕上看到的所有情况实际上是今天或过去两三天发生的。让我非常清楚地表达一下，我不是在鼓励任何人去参与这样的行为，因为我预计特斯拉会查出并终止这种行为，更不用说将预订转移到其他人的账户上，还可能涉及到你的信用卡等个人信息的物流挑战。是的，你可以创建临时账户，总是有其他解决办法，但我仍然认为特斯拉会发现。所以再次强调，绝对不鼓励这样做，我只是觉得很有趣，想看一下。

The rumors flying around the internet right now are that Tesla will make around 1000 foundation series cyber trucks. Just remember that certainly a rumor. We also have confirmation that for those purchases, Tesla has put back the cyber truck no resale clause for the first year of ownership for a few weeks leading up to the cyber truck delivery event Tesla seemingly removed the cyber truck clause. But now it is indeed back.

目前流传在互联网上的传言是特斯拉将生产约1000辆基础版赛博卡车。请记住，这只是传言。我们也有确凿的消息，特斯拉对于这些购车者，在赛博卡车交付事件之前的几周里，暂时取消了首年拥有车辆后无法转售的条款。然而现在，这个条款确实又回来了。

If you go to fuel economy.gov and look at what vehicles are going to qualify for the IRA credits, they're currently listing both variants of the cyber truck that will be available in 2024 as being eligible for the credit. However, this might be a mistake because as we know, the cyber beast variant is well over the $80,000 limit. I suppose there's a small chance Tesla figured out some sort of sorcery when it comes to the actual MSRP and keeping that under the $80,000 cap, meaning the additional roughly $20,000 in cost for the cyber beast variant would actually not technically be MSRP. But again, I think that's pretty unlikely.

如果您访问燃油经济网站并查看哪些车辆有资格获得IRA抵免，目前他们列出的2024年将推出的Cybertruck的两个变种都有资格获得抵免。然而，这可能是一个错误，因为我们知道，Cyber Beast变种的价格远远超过了8万美元的限制。我猜想特斯拉可能已经找到了某种方法，使得实际的建议零售价（MSRP）保持在8万美元以下，这意味着对于Cyber Beast变种额外的大约2万美元的费用实际上不算在MSRP里。但再说一遍，我认为这种可能性非常小。

And because I know a few of you are indeed in Colorado, they have an innovative tax credit for $5,000 that you could get in addition to the $7,500 IRA tax credit, meaning come next year if you're in Colorado, you could get $12,500 off a cyber truck. The link will be below Bloomberg any F put out a ZEV fact book and I had to share this slide showing ice vehicle sales peaked back in 2017 and are undergoing a long term structural decline. Ice sales have taken the biggest hit declining on average 6% each year since 2019. In 2022, only 59 million ice cars were sold globally, excluding hybrids 5% fewer than a year earlier and 29% fewer than at their 2017 peak.

因为我知道你们中的一些人确实在科罗拉多州，他们有一个创新的税收抵免计划，可以额外获得5000美元的抵免，除了7500美元的IRA税收抵免。这意味着明年如果你在科罗拉多州，你可以为购买一辆电动皮卡获得12500美元的折扣。下面将附上Bloomberg的链接，并放出一本ZEV事实手册，我必须分享一张幻灯片，该幻灯片显示燃油汽车的销售在2017年达到峰值，并且正在经历长期的结构性下降。自2019年以来，燃油汽车销售量平均每年下降6%。2022年，全球仅销售5900万辆燃油汽车（不包括混合动力车），比前一年少5%，比2017年峰值少29%。

Even sweeter as ice sales have tumbled sales of battery electric vehicles full be V have taken off. EV sales were 68% higher in 2022 than the year before and 253% higher than in 2019. Despite all of the propaganda about hydrogen being the future and propagated by companies like Toyota and others, sales of hydrogen fuel cell passenger vehicles has been falling. Poor F.C.V. demand has hindered hydrogen refueling deployment and the network is dwarfed by the EV charging infrastructure. Some refueling stations and markets like California, Norway and the UK have even closed.

随着冰销量的下降，电池电动车销售额的快速增长使得情况更加甜蜜。2022年，电动车销售额比去年同期增长了68%，比2019年增长了253%。尽管像丰田等公司不断宣传氢能是未来趋势，但氢燃料电池乘用车销售额却在下降。需求不旺的氢燃料电池车阻碍了氢燃料补给设施的推广，并且其充电网络远远落后于电动车充电基础设施。一些充电站和市场，如加利福尼亚、挪威和英国，甚至已经关闭。

They did also highlight that EV sales in India have been on a rapid increase over the past few years, however these numbers do include both full BEV and plug-in hybrids as well. But the good news is that full BEVs are still beating out plug-in hybrids and fuel cell vehicles in all of the major markets, China, Europe and the US. A pretty interesting stat, the IRA has already attracted over $100 billion of EV investment into North America. Most of that in the form of battery and EV manufacturing followed by battery component production.

他们还强调，在过去几年里，印度的电动汽车销量也在迅速增长，但这些数字包括了纯电动和插电式混合动力汽车。但好消息是，在中国、欧洲和美国等主要市场，纯电动汽车仍然在插电式混合动力汽车和燃料电池汽车中占据主导地位。一个相当有趣的统计数据是，IRA已经吸引了超过1000亿美元的电动汽车投资进入北美。其中大部分是用于电池和电动汽车制造，其次是电池组件生产。

And perhaps most importantly, after an uncharacteristic battery pack price increase from 2021 to 2022, we have resumed the long-term trend of battery pack prices continuing to fall down 14% year over year. Finally, a bit of good news for Tesla and Sweden, we have E-Game at all, the union in Germany, coming out and saying they will not be joining in on the sympathy strikes. An E-Game at all spokesperson said that would be illegal. You strike for your own business, a political strike would mean violating the duty to work and then the employer could take action against the employees.

或许最重要的是，在2021年到2022年之间经历了非典型的电池组价格上涨之后，我们又恢复了电池组价格长期下降的趋势，同比下降了14%。最后，有一点好消息对于特斯拉和瑞典来说，德国的工会E-Game表态表示他们不会参与同情罢工行动。E-Game的一位发言人表示这样做是非法的。你可以为自己的企业罢工，而政治性罢工意味着违反工作职责，雇主可以采取行动对抗雇员。

Bear in mind to this next part that these comments are coming from a representative of E-Game at all. Either way though, he said the number of members at Tesla is increasing. It's rising quickly and it's rising faster than expected. Saying if E-Game at all got to decide Tesla's employees would have a collective agreement. But the initiative must come from the employees. E-Game at all is not saying publicly how many employees at Gigabrelin are looking to join the union. However, reading between the lines given that they have not gone public, yet that would indicate that they don't have enough interest to move forward.

请记住，以下部分的评论并不代表E-Game的观点。不过，他说特斯拉的成员数量正在增长。增长速度很快，超出了预期。他表示，如果E-Game能决定特斯拉的员工，他们将达成一项集体协议。但这一倡议必须由员工发起。E-Game并未公开表示千兆伯林有多少员工有意加入工会。然而，从行间读出来的信息表明，他们尚未公开，可能是因为他们没有足够的兴趣继续前进。

Monroe Live uploaded their deep dive video on the Cybertruck with five other Tesla executives. Honestly, for me to just spit out some of the highlights, it would be a disservice to the video itself that by nature was actually very technical and packed with a lot of new and good information. There are a few quick things I wanted to touch on though. First, Drew Baglino did say that long term the goal for the range extender for the Cybertruck is going to reach over 500 miles of range. We also had Pete Bannon talking about the 48 volt architecture. My takeaway from what he said was that when it comes to that, Tesla is really going to use that 48 volt for new cars or going forward.

Monroe Live在Cybertruck的深度解析视频中与其他五位特斯拉高管一起进行了上传。老实说，光简单概述一些亮点对于这个视频本身来说是不公平的，因为它本质上是非常技术性的，并且包含了大量的新信息和好信息。不过，我还是想简短谈谈其中的几个要点。首先，Drew Baglino确实表示，从长远看，Cybertruck的续航增程器的目标是超过500英里的续航里程。我们还听到了Pete Bannon提到的48伏电压构架。从他的话中我得出的结论是，特斯拉在这方面真的会在新车型或者未来中广泛应用48伏电压构架。

In terms of actually changing over Model Y or Model 3 lines, I personally would not be expecting that anytime soon. I would say that in the long term, once the supply chain for these 48 volt components are more built out, then at that point it may make sense for Tesla to rebuy and retool all of that line for 48 volts for the Model Y. But at least for now, when it comes to Pete Bannon's comments on 48 volts, it sounds like it's for future Tesla vehicles. It was also confirmed that the rear Gigacast in the Cybertruck is indeed 9000 tons, but the front Gigacast is actually only 6500 tons, which means they can use the same equipment for both the Model Y Gigacast as well as the front version for the Cybertruck. That does certainly help a bit when it comes to cycle time and also gives Tesla a bit more production flexibility when it comes to allocating Gigacast production. Drew Baglino confirmed what we thought to be true that the first iteration of Tesla's structural pack, they would give it a C grade, but now when it comes to the Cybertruck, that's been boosted up to a grade of a B. It's always been an A architecture, but the first iteration of it was a C and Tesla has upgraded to a B when it comes to the Cybertruck.

就实际上改造Model Y或Model 3生产线而言，我个人认为不会很快出现这种情况。我认为从长远来看，一旦这些48伏元件的供应链更加成熟，那么特斯拉就可能重新购买和改装Model Y生产线，以适应48伏电压。但至少目前来说，根据Pete Bannon在48伏元件方面的评论，听起来是为了未来的特斯拉车型。还确认了Cybertruck的后部巨型铸件确实有9000吨，而前部巨型铸件实际上只有6500吨，这意味着可以将相同的设备用于Model Y的巨型铸件以及Cybertruck的前部版本。这在工作周期和分配巨型铸件生产方面确实有所帮助，也为特斯拉在生产上提供了更大的灵活性。Drew Baglino证实了我们认为是真实的事实，即特斯拉的首个结构电池版本为C级，但对于Cybertruck，它已经提升到了B级。它一直是A架构，但第一个版本是C级，特斯拉在Cybertruck中进行了升级，提升到B级。

But again, this really was pretty dense with technical information. So if you're into that type of thing, I would highly encourage you check it out. The full video will be linked below. For me, it's served as another reminder that Elon is nowhere in this interview. We have these Tesla execs that are all leading their own teams and these individuals are all highly talented, committed and passionate in their own regard.

再说一次，这个视频确实包含了相当多的技术信息。所以如果你对这种类型的东西感兴趣，我强烈鼓励你去看一下。完整的视频链接如下。对我来说，这再次提醒我埃隆在这次采访中并不存在。我们有这些领导自己团队的特斯拉高管，这些个体在各自的领域都非常有才华、专注和热情。

In case any of you have been following our next energy, one of the next-gen battery tech darlings of the past few months, their CEO and founder was just replaced yesterday, this after a UK investment fund just climbed it with Drew as lead investor in a series C fund raising round, this left the company one with a severe cash crunch. At one point, this company was valued at $1.2 billion and they were looking to use that series C funding to build a battery manufacturing site in Michigan. This was one of the next-gen battery tech companies that was widely expected to bring their product to the market first. This is certainly a big setback for them, we'll see where they go from here.

如果你们当中有人一直在关注我们的下一代能源，那么你们可能听说过过去几个月备受瞩目的下一代电池技术公司。然而，他们的首席执行官和创始人在昨天刚刚被更换，而在此之前，一家英国投资基金曾作为C轮融资的首席投资者投资了该公司，并导致了现金严重短缺的情况。在某个时间点，该公司的估值曾达到12亿美元，并且他们当时正计划利用C轮融资在密歇根州建立一个电池生产基地。这一直是一家备受期待的下一代电池技术公司，他们被广泛预期能够率先将产品推向市场。这对他们来说无疑是一个巨大的挫折，我们将拭目以待他们接下来会走向何方。

Just last week, Rivian laid off 20 members of its long-range battery cell development team, which means they laid off most of their R&D team working on future batteries for the company's vehicles. In a statement, they said, while we place a very high value on the cell engineering competence we've built at Rivian, we're focusing the team on the company's future electric R2 SUV and its defined programs. Just last week, we talked about how there were no federally funded public charging stations that were yet up and running. Fast forward to today and finally, one is up and running in Ohio, it opened on Friday. This site includes four EVGO fast chargers under an overhead canopy with restrooms, Wi-Fi, food beverages, and other conveniences.

就在上周，Rivian 裁掉了其长程电池开发团队的 20 名成员，这意味着他们裁掉了大部分为公司未来的车辆开发电池的研发团队。在一份声明中，他们表示，尽管我们非常看重 Rivian 在电池工程方面所建立的能力，但我们将把团队的重点放在公司未来的电动 R2 SUV 和其已确定的项目上。就在上周，我们谈到还没有任何联邦资助的公共充电站投入使用。而今天，终于有一家在俄亥俄州开业了，上周五开业的。这个站点有一个带顶棚的设施，包括四个 EVGO 快速充电器、洗手间、Wi-Fi、食品饮料和其他便利设施。

The founder of CATL just came out and said that their partnership with Ford for this joint battery factory in Michigan will not be affected by the White House's new rules on foreign entities of concern. Remember, the foreign entities of concern, China, Iran, North Korea, and Russia. We also learned that CATL will be playing the patent game as they're setting up a new R&D headquarters in Hong Kong. The company already has over 22,000 patents and that number is increasing by more than 7,000 every year. Don't forget, Tesla is one of CATL's biggest customers so all of this will be relevant to Tesla's business as well. The products generated by the R&D center will be patented and CATL will license these patents for a fee. Additionally, CATL can provide services to outside companies for a fee.

中国动力电池生产商宁德时代（CATL）的创始人刚刚表示，他们与福特在密歇根州共同建立的电池工厂合作将不受白宫对外国关注实体的新规定影响。这些外国关注实体指的是中国、伊朗、朝鲜和俄罗斯。我们还了解到，CATL将通过在香港设立新的研发总部来参与专利竞争。该公司已拥有超过22,000项专利，这个数字每年还在增加超过7,000项。不要忘记，特斯拉是CATL最大的客户之一，所以这些都与特斯拉的业务密切相关。研发中心所产生的产品将被申请专利，并由CATL出租这些专利以获取费用。此外，CATL还可以向外部公司提供收费的服务。

As we said last week, if this project does indeed move forward, this will lay the groundwork for Tesla to do something very similar in partnership with CATL for LFP cells. This is a great feature for anybody renting a Tesla as Kyle Connor pointed out, you get in your rented Tesla, you simply scan a QR code and then instantaneously you have your entire profile imported into the Tesla vehicle.

正如我们上周所说的，如果这个项目确实推进，这将为特斯拉与CATL合作进行LFP电池扫清道路。正如Kyle Connor指出的，对于任何租用特斯拉的人来说，这是一个很好的功能，您只需要扫描一个QR码，然后立即将您的整个个人资料导入到特斯拉车辆中。

Adrienne in the hat who has been tracking the gigamexico progress said after a long 90 business days, the Mexican Ambient Agency has approved the change of land use for gigamexico. This clears the path to start work on the site. I looked around, I don't think this document has been made public yet but in the weeks ahead, I'm sure that will change.

追踪gigamexico项目进展的Adrienne戴着帽子，经过漫长的90个工作日后，墨西哥环境机构批准了gigamexico项目的土地使用变更。这为开始现场工作扫清了障碍。我四处查看了一下，我不认为这个文件已经公开了，但在接下来的几周内，我相信这一情况会发生改变。

Something to watch at a marine core site, they installed a battery energy storage system using CATL technology but for now it's been shut down. That's thanks to security concerns and Duke Energy decided to disconnect it for now as they figure out what's going on. This followed a high profile accusation by US lawmakers that CATL is directly funded and enjoys support from the Chinese Communist Party. Naturally, CATL in response said that they do not collect, sell or share any data nor do they interact directly with critical infrastructure. Duke Energy said, as an American energy company, we welcome the ability to use American manufactured batteries. I do not think this will go that far but if there was a world where CATL was painted as a security risk when it comes to their technology and battery storage systems, that would of course help Tesla from a competitive standpoint.

在一个海军核心基地，他们使用CATL技术安装了一个电池储能系统，但目前已经关闭。这要归功于安全问题，杜克能源决定暂时断开它，以弄清楚到底发生了什么。此前，美国议员对CATL直接接受中国共产党的资助并得到其支持提出了重大指控。当然，作为回应，CATL表示他们不收集、出售或分享任何数据，也不直接与关键基础设施进行互动。杜克能源表示，作为一家美国能源公司，我们欢迎使用美国制造的电池。我不认为这会走得太远，但如果有一个世界上，CATL被贴上安全风险的标签，特斯拉在竞争上当然会受益。

Along those lines, we have countries around the world coming together to back battery energy storage initiatives. One of the main ones is called the Supercharging Battery Storage Initiative, which aims to reduce the cost of energy storage. The United States and Canada have also joined the European Commission and Australia as participants. The US Energy Secretary said, 1.5 terawatts to 2.5 terawatts of energy storage power capacity will be required, plus up to tens of thousands of terawatt hours in storage duration. That is, for the United States alone to be able to reach net zero. According to IEA Modeling, best deployments need to exceed 1 terawatt by 2030 to stay in line with net zero policy targets, representing an increase of around 23 times the levels of deployments today. When people talk about quasi-infinite demand for the Tesla megapack, this is part of what they're referencing.

在这方面，世界各国正在共同支持电池储能项目。其中一个主要项目被称为“超级充电电池储能计划”，旨在降低储能成本。美国和加拿大已加入欧洲委员会和澳大利亚作为参与方。美国能源部长表示，美国单独就需要1.5兆瓦至2.5兆瓦的储能功率容量，以及高达数万兆瓦时的储能持续时间，才能实现净零排放。根据国际能源署的模型，到2030年，最佳部署需要超过1兆瓦的装机容量，以符合净零政策目标，这相当于今天部署水平的23倍左右增长。当人们谈论特斯拉Megapack的几乎无限需求时，这就是他们所指的部分内容。

Mazda just said that by 2030 they're planning to have a lineup of 7 or 8 EV models. Their new standalone electric division is called E-MOSDA, the first vehicle of which will debut around 2025 to 2027. For now, this division only has 100 employees. Initially, these vehicles will be made in Japan but they said by around 2028 they may look to have some North American assembly.

马自达刚刚表示，到2030年，他们计划推出7至8款电动汽车型号。他们的新独立电动汽车部门被称为E-MOSDA，首款车型预计将在2025年至2027年之间首发。目前，该部门只有100名员工。最初，这些车辆将在日本生产，但他们表示到2028年左右可能会考虑在北美进行一些装配。

There's been some wild things happening with some of the most prestigious colleges in the United States as of late. Elon did say SpaceX and Tesla have noticed a meaningful degradation in the capability of US college graduates over the past several years.

最近，美国一些最知名的大学出现了一些疯狂的事情。埃隆曾表示，SpaceX和特斯拉在过去几年中注意到美国大学毕业生的能力明显下降。

In a press release from Lucid today, they announced their CFO Sherry House has resigned from her position, effective immediately to pursue other opportunities. She'll be available in an advisory role through the end of the year to assist in her transition. I know it would be very easy to assume that Sherry is leaving because the house is on fire when it comes to Lucid's financials. But in fairness, I have to also say it could just be that she was offered a better opportunity somewhere else and she decided to take it.

今天，Lucid在一份新闻稿中宣布，他们的首席财务官Sherry House已辞去职务，即刻生效，以追求其他机会。她将在今年年底前担任顾问角色，协助过渡期间的工作。我知道很容易认为Sherry离开是因为Lucid在财务方面遇到了麻烦。但公平地说，也有可能是她在其他地方得到了更好的机会，所以决定离开。

And today we just learned that Ford has plans to cut output of the F-150 Lightning pickup by 50% in 2024 thanks to changing market demand. According to a planning memo obtained by Automotive News, Ford told their suppliers to prepare for an average volume of around 1,600 lightnings per week down from about 3,200 per week today. They're expecting no changes when it comes to the F-150 ice lineup. This would put Ford on an annual pace of roughly 75,000 F-150 lightnings per year. And don't forget, at the beginning of this year, they spent all of that downtime retooling their factories to boost F-150 Lightning production up over 150,000 per year. Just last month, there was some optimism that F-150 Lightning sales were going to be trending up after November. They sold over 4,300 units. However, it sounds like Ford is not so optimistic. What this also means is that in 2024, there's a world where Tesla sells nearly as many if not more Cybertrucks than Ford sells F-150 lightnings. Wall Street is expecting Tesla to sell around 77,000 Cybertrucks in 2024. Personally, I'm expecting lower just to keep my expectations in check. But based on this news, it sounds like the first mover advantage for Ford and the EV pickup market has been squandered.

而今天我们刚刚得知，由于市场需求的变化，福特计划在2024年将F-150 Lightning皮卡的产量削减50%。根据汽车新闻获得的一份规划备忘录，福特告知供应商们准备每周生产大约1,600辆Lightnings，而现在则是每周大约3,200辆。对于F-150传统燃油版车型，他们没预期到任何变化。这将使福特每年生产大约75,000辆F-150 Lightning。不要忘记，今年年初他们花费了所有的停工时间来改造工厂，以将F-150 Lightning的产量提高到每年超过150,000辆。就在上个月，人们对F-150 Lightning的销量在11月份之后会有上升趋势感到乐观。他们售出了超过4,300辆。然而，现在看来福特并不那么乐观。另外，这也意味着在2024年，特斯拉销售的Cybertruck几乎与福特销售的F-150 Lightning数量相当，甚至可能更多。华尔街预计特斯拉在2024年销售约77,000辆Cybertrucks。个人认为预期更低些会更稳妥，但根据这条消息，看起来福特在电动皮卡市场的先发优势已经被浪费了。

Don't forget, check out Babbel links below to take advantage of the discount. I promise you, if you start talking to your spouse or family in another language, their reactions will be worth it. Hope you guys have a wonderful day and 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.

别忘了，点击下面的Babbel链接来享受折扣优惠。 我向你保证，如果你开始用另一种语言与配偶或家人交流，他们的反应将是值得的。 希望你们度过愉快的一天，请喜欢视频如果你喜欢的话。 你可以在下方找到我的X，非常感谢所有赞助我的Patreon支持者。