Cybertruck Keeps Getting Better / Mercedes Desperation / Waymo Expansion ⚡️
发布时间 2023-12-19 08:37:56 来源
摘要
Go to http://mudwtr.com/electrified and use code GRATITUDE until the end of the year to get 47% off your order, + a free frother ...
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中英文字稿 
Welcome to Electrified, it's your host Dylan Loomis, I'm finally back home. Did I miss anything last week? We won't dive into it now, I just wanted to say after listening to all of the sentiment in the community over the past few days, I still think it's going to take some time before we have Optimus being produced at any sort of scale, doing meaningful work where it actually impacts Tesla's financials. That's not at all to brush aside the hardware improvements and the pace of iteration, but just as a reminder, we don't know anything about the reliability, for example, how many takes were required to get those scenes that we saw in the final video.
欢迎来到《电动化》，我是主持人迪伦·卢米斯，终于回到家了。上周我错过了什么吗？我们现在不深入讨论，我只是想说，在过去几天里听到社区中所有的观点后，我仍然认为在任何规模上生产Optimus还需要一些时间，才能对特斯拉的财务状况产生实质性的影响。这并不是要忽视硬件改进和迭代速度，只是作为一个提醒，我们对可靠性一无所知，例如，为了拍摄我们在最终视频中看到的那些场景，可能需要多少次才能成功。
The update was very exciting, let's just do our best to keep our expectations in check, it's still going to take time for this business line to become impactful both to Tesla's business and to its financials.
这次更新非常令人兴奋，让我们尽力保持理性期待，这个业务线要对特斯拉的业务和财务产生影响还需要时间。
Cybertruck orders for the Foundation series have now been expanded from just Texas in California to across 26 states. I'd also be fairly confident in saying that rumor about Tesla only making 1000 of these Foundation series trucks may have just been an inaccurate rumor, I think there's a chance Tesla produces many more than just 1000. For obvious reasons, I think it would make a ton of sense for Tesla to sell as many as they can, rather than making that some limited edition type vehicle. Pause if you'd like, but here's a list of the states where customers have been invited to place their order.
Cybertruck的订购范围从仅限德克萨斯和加利福尼亚扩展到了26个州。我还是相当有信心地说，有关特斯拉只生产1000辆Foundation系列卡车的传闻可能只是一个不准确的谣言，我认为特斯拉很可能会生产比1000辆更多的卡车。出于明显的原因，我认为特斯拉尽可能多地销售这种车辆是很有道理的，而不是将其作为限量版车型。如果你愿意，可以停下来看一下，以下是已经邀请客户下订单的州名单。
Sawyer shared what I believe are screenshots from customers who are being invited to order the Foundation series, so first option for the all-wheel drive, estimated delivery, January 2024 to March. The other Foundation series option, the Cyber Beast, estimated delivery mid to late 2024. As far as we know, both of these delivery dates are only for new orders, it's not that the previous orders are being delayed. The dates being pushed back from early 2024 could be production challenges, it could also be higher than expected demand.
梭耶分享了我认为是顾客接受邀请预订《基地系列》的屏幕截图，所以第一个选项是四轮驱动，预计交付日期是2024年1月至3月。另一个《基地系列》选项是 Cyber Beast，预计交付日期是2024年中至晚期。据我们所知，这两个交付日期仅适用于新订单，之前的订单并未被延迟。之所以从2024年初推迟，可能是因为生产方面的挑战，也可能是超出预期的需求量。
As Ashok said on X, high fidelity park assist is shipping to customers without ultrasonic sensors as part of the holiday release. Good news though, he added yes, it should eventually go to cars that do have ultrasonic sensors as well. There are still questions if this will only be available on cars with the AMD chip, and that those with the Ryzen processor won't be able to handle these type of graphics.
正如Ashok在X上所说的，高保真泊车辅助系统将作为假日发布的一部分提供给客户，但是没有超声波传感器。不过好消息是，他补充说，这项功能最终将可以应用到带有超声波传感器的汽车上。目前还存在一个问题，就是这是否只在有AMD芯片的汽车上可用，而搭载Ryzen处理器的汽车可能无法处理这种类型的图形。
Responding to Holmar saying Tesla added LiDAR-like capabilities to millions of cars overnight via a software update, Tesla's head of AI and Optimus, Pariel said even better, it does shape completion and extrapolation beyond occlusions that raw LiDAR measurements won't. I just want to say, remember this is going to be version 1, so it's the worst iteration that we will see of this new feature, it should only get better. Pariel also said yes, ultrasonic sensors may miss, low curves or thin objects, it obviously is not perfect yet, but like any new feature, it's already a step improvement and will keep getting better. With this feature, each 3D model is gray, but changes color the closer the car gets to the object. The objects go from gray to yellow to orange and then to red. And here are some early examples of this feature. And yes, I would guess that over time, the lines for this feature will become much more defined. The question remains, when will Tesla's vision park assist be on par or better than with the ultrasonic sensors? I don't know, but this is certainly a step in the right direction.
回应Holmar说特斯拉通过软件更新为数百万辆车增加了类似于LiDAR的功能，特斯拉的人工智能和Optimus负责人Pariel表示更好的是，它可以在原始的LiDAR测量结果无法完成的遮挡物之外进行形状补全和推测。我只想说，记住这只是第一版，所以这个新功能是最差的一次迭代，它只会变得更好。Pariel还表示，是的，超声波传感器可能会漏掉低弯曲或薄对象，显然它还不完美，但像任何新功能一样，它已经是一步的改进，而且会持续改进。有了这个功能，每个3D模型都是灰色的，但随着车辆靠近物体，颜色会变化。物体从灰色变成黄色，然后变成橙色，最后变成红色。这里是一些这个功能的早期示例。是的，我猜随着时间的推移，这个功能的线条会变得更加清晰。问题是，特斯拉的视觉停车辅助什么时候能够与超声波传感器媲美或更好？我不知道，但这无疑是朝着正确方向迈出的一步。
The $5,000 EV subsidy in Germany that was supposed to end at the end of this year was actually just ended abruptly due to a budget crisis. Berlin also just announced that the EV subsidy would not continue in 2024 at a reduced rate. Given that the subsidy has now ended about 2 weeks early, Tesla Europe and Middle East posted, Tesla will compensate for the termination of the government EV subsidy in Germany for new Model 3 and Y orders starting December 18th for vehicles delivered by December 31st. Adding, they will also maintain the manufacturer's share of about 2,500 US dollars. Effectively, the roughly 6,750 euro subsidy was split between the manufacturer and the government. This will be a slight hit to margins for Tesla, but it's also a really nice thing to do.
德国原计划于今年年底结束的5000欧元的电动汽车补贴，因预算危机而被突然终止。柏林还刚宣布，2024年电动汽车补贴将以降低的比例继续。鉴于补贴提前结束约2周，特斯拉欧洲和中东分部宣布，从12月18日开始对于在12月31日前交付的新Model 3和Y订单，将对德国政府电动汽车补贴的终止进行补偿。此外，他们还将保持制造商部分的大约2500美元。实际上，大约6750欧元的补贴被分配给制造商和政府各半。这将对特斯拉的利润率造成轻微影响，但也是一件非常好的事情。
In case you were wondering about the difficulty of removing the side mirrors on the Cybertruck according to this video, it may not be as difficult as some were expecting. It looks like under this panel right here that can simply be peeled back, there are 3 and 8 bolts that just need unscrewed and then the side view mirrors come right off. I am curious of all of you that plan to own a Cybertruck, are you also planning to remove the side view mirrors on yours?
如果你想知道Cybertruck的侧镜拆卸的难度，根据这段视频来看，它可能没有想象中那么困难。看起来，在这个面板下面，只需要轻轻剥离，然后拧下3个螺栓和8个螺丝，侧视镜就可以轻松拆下来。我很好奇，计划购买Cybertruck的你们中有没有打算也拆卸自己的侧视镜呢？
Some of you guys will remember, over the past few years I could not drink coffee. I ended up getting a parasite, turned into a whole thing. During that time though, I was looking for a natural coffee alternative, something that could help with focus and energy.
你们中的一些人可能还记得，过去几年我无法喝咖啡。我最终患上了寄生虫，变成了一个大问题。然而，在那段时间里，我一直在寻找一种天然的咖啡替代品，某种能够提高注意力和精力的东西。
After some research, I found Mudwater, the sponsor of this video. If you get jittery with coffee, this could be a great solution for all day sustained energy and wakefulness. Also, if you guys have not heard about lion's mane and the benefits, I'd encourage you to check it out sometime, but for now, it's known to promote positive brain and nerve health.
经过一些研究，我发现了这个视频的赞助商Mudwater。如果你喝咖啡会感到不安，这可能是一个供应全天持续能量和清醒的好选择。此外，如果你们还没听说过狮鬃菌及其好处，我鼓励你们找时间了解一下，但现在它众所周知能促进大脑和神经的健康。
The average cup of coffee has around 100mg of caffeine and this cacao blend of Mudwater has 35mg per serving. Plus, with every order, you'll get a free rechargeable USB frother that Ashley and I use all the time.
平均一杯咖啡含有约100毫克的咖啡因，而Mudwater的这种可可混合饮料每份含35毫克。此外，每个订单还附赠一个充电式USB打蛋器，这是Ashley和我一直在使用的。
Right now, I'm just getting ready to go to the gym, I used to do pre-workout, but I've been trying to get away from all of that caffeine and the post-workout crash that would sometimes come with it. Honestly, I do enjoy the taste of Mudwater just in regular water. If I had to explain it, I would say it's like cacao and chai had a child. If you want to check it out, you can head to mudwater.com slash electrified, linked below to get $20 off your subscription. You'll get the free rechargeable frother and some samples of their coconut, creamer and sweetener with MCT oil. It's m-u-d-w-t-r.com slash electrified. Enjoy.
现在，我正准备去健身房，我过去常常用pre-workout，但我一直在尽量避免摄入咖啡因，以及随之而来的后期崩溃感。老实说，我非常喜欢Mudwater在普通水中的味道。如果我不得不解释，我会说它就像可可和奶茶生下的孩子一样。如果你想尝试一下，你可以访问mudwater.com/electrified（下方链接），订阅时可享受20美元的折扣。你将获得免费可充电的搅拌器，以及一些椰子奶粉和MCT油用的甜味剂样品。网址是m-u-d-w-t-r.com/electrified。祝您享受。
Jay Leno dropped a new video on the Cybertruck with Lars and Franz, so I just want to zip through some of the main takeaways. Jay said he was amazed what he was able to do with the Cybertruck. The Tesla team did initially want camera side view mirrors, but Tesla could not get the regulations changed. Cameras for side mirrors are becoming a thing in Europe, but they're still not allowed in the United States. There is actually an aero benefit of having the wiper blade off to the side. The wiper probably would not exist without the truck having moved to 48 volts. It requires between 600 to 800 watts of power to move it back and forth. They did confirm Tesla has received over $2,100 deposits for the Cybertruck.
杰伊·莱诺（Jay Leno）发布了一段与拉斯和弗朗茨一起的有关Cybertruck的新视频，因此我只想简要概述一些要点。杰伊说他对Cybertruck所能实现的功能感到惊讶。特斯拉团队最初确实希望使用摄像机侧视镜，但特斯拉无法改变规定。在欧洲，使用摄像机作为侧视镜已经成为风靡，但在美国仍不被允许使用。将雨刮器放在一侧实际上有利于空气动力学。而且，如果卡车没有转向48伏特，雨刮器很可能就不会存在了。这需要600到800瓦特的电力来使雨刮器来回移动。他们确认特斯拉已收到超过2100美元的Cybertruck预订定金。
All of the doors open to 90 degrees. They have the L-track in the vault for accessories. Franz said Tesla is about twice as good as the competition when it comes to pack size and efficiency. Lars said he could not think of one part of the Cybertruck that is not made in America. They talked about the 17.5 inch true ground clearance at the highest setting, in which you can drive up to 10 miles per hour. They touched on Tesla's Wade mode, where you can take the Cybertruck through a bit more than two and a half feet of water without getting water into the cabin. Tesla calls it the scuba pack, where they took the air suspension system and pressurized the battery. All you have to do is press a button on the UI called Wade mode and it forces air into the pack to create a bit of positive pressure to keep water out.
所有的门都能以90度开启。他们在保险库里有配件的L型轨道。弗兰茨说，当涉及到电池包尺寸和效率时，特斯拉大约是竞争对手的两倍好。拉尔斯说他想不出Cybertruck有一个不是美国制造的部分。他们提到了最高设置下17.5英寸的真实离地间隙，你可以以最高10英里每小时的速度行驶。他们谈到了特斯拉的涉水模式，你可以把Cybertruck开进超过两英尺半的水中，而不会让水进到车厢里。特斯拉称之为潜水装置，他们利用了气悬挂系统，给电池施压。你只需在用户界面上按下一个名为涉水模式的按钮，它会强制将空气注入装置，以形成一定的正压力来防止水进入。
Lars said the glass on the Cybertruck is Borosilica to provide chip resistance, but if you do get a chip it will not propagate and if you want to repair it, you just get safe light glue and fill it in. They talked about how steer by wire results in less fatigue when off-roading because it can still provide feedback from the terrain but not so much that it becomes tiring to handle like it would with a mechanical system. Lars also said that Tesla partners with Goodyear to create some custom tires and some of the lowest rolling resistance tires on the market.
Lars说Cybertruck上的玻璃是硼硅酸盐玻璃，具有耐冲击性，但如果出现划痕，它不会扩散。如果需要修复，只需使用安全的光敏胶水填补即可。他们还讨论了逐线驾驶能在越野时减少疲劳，因为它仍然能够从地形提供反馈，但不会像机械系统那样使人感到疲惫。Lars还说，特斯拉与固特异合作开发了一些定制轮胎，市场上一些阻滞力最小的轮胎。
They showed an Easter egg of sorts. This one is for the off-road light. On the roof rack mount there's a 48 volt wire that can be plugged in directly to the off-road light that can light up a half a mile down the road. You do have the option to bolt on a skid plate to the battery pack for more serious off-roading. They also walked through some off-road mode customizations and they have easy terrain modes like all-purpose, sand, gravel, and rocks and then Tesla will adjust the suspension properly. All of the switches for the outlets are right in the user interface and Franz did confirm that Tesla is working on induction charging for vehicles with pads for your garage. You just drive right over it and your car will start charging, nothing to plug in. And yes, earlier this year Tesla bought Wiferyon but they later sold part of that company and there was a chance that technology was just going to be used for factory induction charging, for robots, but this is confirmation from Franz that consumers and vehicles will also be getting induction charging from Tesla in the future.
他们展示了一种类似复活节彩蛋的东西。这一款是用于越野灯的。在车顶货架上有一根48伏特的电线，可以直接插入越野灯，可以照亮半英里远的路。你可以选择在电池组上安装一个护板，以便进行更严格的越野行驶。他们还介绍了一些越野模式的自定义设置，并且拥有易于操作的地形模式，如全能、沙地、砾石，特斯拉会适当调整悬挂。所有插座的开关都在用户界面上，弗兰兹确认特斯拉正在研发用于车库的无线充电技术。你只需驾车停在上面，你的车就会开始充电，无需插线。是的，今年早些时候特斯拉买下了WiFeryon，但他们后来卖掉了该公司的一部分。最初有一种可能，那项技术只会用于工厂的无线充电和机器人充电，但现在弗兰兹的确认表明，未来特斯拉的消费者和车辆也将获得无线充电技术。
It's pretty long but even just the part about Lars talking about the windshield wiper alone and all of the engineering that went into that one part of the vehicle was very impressive and there is still so much more to learn about the Cybertruck. My bank account needs these videos to stop coming out as soon as possible.
这段话太长了，但仅仅是Lars谈到雨刷器以及为该车辆的这一零件进行的所有工程工作，就已经非常令人印象深刻。关于Cybertruck还有很多东西可以学习。我希望我银行账户尽快停止出现这些视频。
Sandy got a tour of Gigataxis where they handle the HFS panels. It was very technical in nature. I did learn that there are two different dimensions or thickness for the panels. The doors are 1.8 millimeters and the rest of the truck like the sales are 1.4 millimeters. However, due to the technicality of the video, the full thing will be linked below.
Sandy参观了Gigataxis公司，这是一个处理HFS面板的地方。这个过程非常技术性。我了解到面板有两种不同的尺寸或厚度。门的厚度是1.8毫米，而其他部分如销售区域的厚度为1.4毫米。然而，由于视频内容较为技术性，完整内容可在下面的链接中查看。
When it comes to Tesla and India, I'm not sure how much of this is posturing and negotiating publicly but here's what we have. They're saying Tesla has been reluctant to share crucial details about its plans, specifically the targeted price point for launching its vehicles. The company also is not providing its high in line for commencing the construction of its plans and initiating local manufacturing.
当涉及到特斯拉和印度的问题时，我不确定其中有多少是公开表态和谈判的姿态，但以下是我们所知的情况。有消息称，特斯拉一直不愿透露关于其计划的重要细节，特别是汽车上市的目标售价。该公司也没有提供启动其计划并开始本地制造的时间表。
It sounds like the Indian government is worried about the high price of Tesla vehicles currently saying the high price point won't give enough volumes to Tesla to justify building a plant in India. Saying even if Tesla were to have a more affordable vehicle in that market, the company may not find the market appealing and then it could depart after leveraging years of duty cuts. It sounds like the overall amount of Tesla's investment is still being negotiated.
听起来印度政府对特斯拉汽车当前高昂的价格感到担忧，他们认为高价会导致特斯拉无法在印度建厂。即使特斯拉在该市场推出更实惠的车型，该公司也可能发现市场不那么吸引人，最终在享受减税多年之后离开。听起来特斯拉的整体投资金额仍在进行谈判中。
Tesla has provided a bank guarantee for their proposed investment but Tesla has been demanding to include their charging infrastructure and the dealership network in the investment calculation. But right now it sounds like India only recognizes investment made in constructing plants and machinery as eligible investment. That eligibility has to do with Tesla then in return getting a break on the import duties.
特斯拉已经为他们提议的投资提供了银行保函，但他们要求将充电基础设施和经销网络纳入投资计算中。但现在印度似乎只承认在建设工厂和机械方面的投资作为符合条件的投资。这种符合条件的投资将使特斯拉获得进口税的优惠。
As we've talked about before, Tesla still wants to import completely built up units at the same rate that they offer to knocked down units which is that 15% import duty. So the latest is that according to Indian officials, Tesla is not being forthcoming enough with its plans but I would guess that Tesla just may not know exactly what they want their plans to be in this market where they have very little experience. That's because so far the Indian government really hasn't given Tesla much of an opportunity to test out the market with some realistic incentives.
正如我们之前讨论过的，特斯拉仍希望以与散装零部件相同的进口关税率（即15%的进口关税）进口完全组装的车辆。最新的消息是，根据印度官员的说法，特斯拉在计划方面没有给出足够的信息，但我猜特斯拉可能并不确切知道他们在这个几乎没有经验的市场上想要怎么制定计划。这是因为到目前为止，印度政府并没有给予特斯拉太多机会通过一些现实的激励措施来测试市场。
Plus we've already heard rumblings that Gigatexas, Gigas Shanghai, Gigabrelin and Gigamexico are all eventually going to manufacture the $25,000 vehicle so it's not like Tesla needs another factory for this vehicle right now. As I've said before though, I think long term Tesla and India will definitely work something out. It's just they may go on negotiating for another year or so before we actually get a final announcement.
此外，我们已经听到了关于吉加德（Gigatexas）、吉加上海（Gigas Shanghai）、吉加柏林（Gigabrelin）和吉加墨西哥（Gigamexico）最终都将生产这款价值25000美元的车型的传闻，所以特斯拉目前并不需要另一个工厂来生产这款车型。然而，正如我之前说过的，我认为特斯拉和印度在长期上肯定会商议出一些解决方案，只是在我们真正得到最终公告之前，可能还需要再谈判一年左右的时间。
You may have heard in the news the last year or so most of the other car manufacturers have agreed to adopt Tesla's charge port. That is our first car company Ford and then GM are starting in February of 2024. Once they have the charge port and the software to interface with our charging stations they will actually be open to those vehicles. We're opening up to most of the other car manufacturers in stages just to make sure we don't get swamped all at once.
你可能在新闻中听说了，在过去的一年左右，大多数其他汽车制造商已同意采用特斯拉的充电口。首先是我们的车企福特，然后是通用汽车，从2024年2月开始。一旦他们拥有了充电口和可以与我们的充电站进行接口的软件，实际上他们将对这些车辆开放。我们正在分阶段向大多数其他汽车制造商开放，只是为了确保我们不会一下子被蜂拥而来的车辆淹没。
These would then be open. We wouldn't anticipate being able to construct and tell maybe this spring if we get all the approvals so this would begin to be open to other car manufacturers. Perfect. So in time other car manufacturers will be allowed to use this. We're phasing them in over a year so we can get everybody up to speed. Thank you for answering that question. This is Tesla's design manager of charging infrastructure and as you just heard it sounds like GM and Ford are going to have access to the Supercharger network in February of next year.
这些将会是开放的。如果我们得到所有的批准，我们预计在今年春季之前无法建造和启用，因此其他汽车制造商将可以开始使用它。非常完美。随着时间的推移，其他汽车制造商将被允许使用这个充电网络。我们将在一年的时间内逐步推出，以使每个人都能跟上步伐。谢谢你回答这个问题。正如你刚刚听到的，这是特斯拉的充电基础设施设计经理，听起来通用汽车和福特将于明年二月份获得使用超级充电器网络的权限。
Then the rest of the automakers that have adopted the NAC standard will also be added into the system sometime in the following year. Clearly they don't want to add all of these OEMs at once so they can actually test the integration in the software with the OEMs and check on congestion at the sites. Hopefully some of these Ford and GM customers have such a great experience with the Tesla Supercharging network and the interface that they think to themselves. Well I wonder if I should go check out a Model 3S X Y or Cybertruck.
接下来，采用 NAC 标准的其他汽车制造商将在随后的一年内被加入到系统中。显然，他们不打算一次性添加所有这些 OEM，以便能够与 OEM 在软件集成和站点拥堵状况方面进行实际测试。希望一些福特和通用汽车的客户能在特斯拉超级充电网络和界面上有如此美妙的体验，以至于他们会想，嗯，我是否应该去看看 Model 3S、X、Y 或 Cybertruck 呢？
There are reports out there that Tesla has removed the Disney Plus app from the Tesla UI and this would make sense after Elon's choice words for Bob Iger when it comes to X and advertising. I'm not sure of the extent of these removals but the good news is you can get this app back in your car you just go to Disneyplus.com it'll go full screen and then the app will be re-added to the Tesla theater. Ultimately a move like this really only hurts the end Tesla consumer. I understand why Elon would want to do it but isn't the best idea you can certainly debate that.
有报道称特斯拉已从特斯拉界面中移除了迪士尼Plus应用程序。在伊隆对鲍勃·伊格尔关于X和广告的抨击之后，这是可以理解的。我不确定这些移除的程度，但好消息是你可以在你的车上重新获取这个应用程序，只需访问Disneyplus.com，它会进入全屏模式，然后将应用程序重新添加到特斯拉剧院。总的来说，这样的举动只会伤害到最终的特斯拉消费者。我理解为什么伊隆会这么做，但这是否是一个最好的主意，你当然可以争论这一点。
Either way hopefully this workaround remains in place for those that want to use the app.
希望无论如何，这个临时解决方法能够一直适用于那些想要使用该应用程序的人。
Over the weekend the acting head of NHTSA has stepped down and Carlson should leave her post on December 26th due to a law limiting how long officials can remain in a temporary role.
在周末，美国国家公路交通安全管理局的代理局长辞职了，而原计划12月26日前任职的卡尔森也必须离职，因为有一项法律限制了官员在临时职位上任职的时间。
For now NHTSA's deputy administrator Sophie Schulman will serve as acting administrator but for much of the last six years NHTSA has been without a Senate confirmed administrator. During the Trump administration no nominee was ever confirmed to head NHTSA.
目前，美国国家公路交通安全管理局（NHTSA）副局长Sophie Schulman将担任代理局长，但在过去的六年中，NHTSA一直没有通过参议院确认的局长。在特朗普政府期间，从未有任何候选人被确认为NHTSA局长。
The thing is with our government agencies it's tough to know what's really going on behind the scenes and Carlson actually failed the Senate confirmation for this role amidst criticism from lawmakers and industry groups over her past climate activism. So whether Carlson's departure really is due to this law or it's more about Republicans in their opposition to her being in that role in the first place we may not know for sure but far too soon to tell if anything will be changing with NHTSA going forward.
问题在于我们的政府机构，很难了解幕后发生了什么事情，而卡尔森在参议院确认这个职位时失败了，遭到了议员和行业团体对她过去的气候行动主义的批评。因此，我们可能无法确定卡尔森的离职是真的因为这部法律，还是更多地与共和党反对她担任这一职位有关，但对于NHTSA未来是否会有任何变化，现在还为时过早。
Quick fun fact from the DOE in June of 2022 there were 2,720 electric school buses operating or delivered and ordered or awarded funding. Fast forward one year to June of this year that number has roughly doubled to 5,982.
根据2022年6月美国能源部（DOE）提供的快速有趣事实：当时有2,720辆电动校车正在运行或已交付，已经订购或获得资金的数量。快进一年到今年6月，这个数字大致翻了一番，增至5,982辆。
In a recent local council meeting Grunhaidah's treasurer has shared that Gigabrelin is the municipality's largest taxpayer.
在最近的地方议会会议上，格伦海达镇的财务主管透露，吉加布雷林是该市最大的纳税人。
We have Canada set to roll out some new regulation that will require all vehicles to be zero emission by 2035. The electric vehicle availability standard is supposed to be announced in the coming days. It will require ZEVs which include electric hydrogen and plug-in EVs to make up 20% of all new car sales in 2026, 60% in 2030 and 100% in 2035.
我们计划在2035年前推出一项新的法规，要求所有车辆达到零排放。电动车可用性标准预计将在未来几天内公布。根据该标准，到2026年，电动氢燃料电池车和插电式电动车（EV）将占所有新车销量的20%，到2030年将占60%，到2035年将占100%。
LK and Nezomotor's in Shanghai have just agreed to joint development of a 20,000 ton gigapress and various other businesses. This will expand integrated die casting applications to the entire car body chassis of B-class vehicles and larger size models. The two companies will also look to establish a die casting research institute. This would officially be the largest clamping force die cast machine in the world. This write-up made the partnership sound more like a research project than this gigapress being used immediately for a specific vehicle, but we'll see.
LK和Nezomotor在上海刚刚达成了一项共同开发20,000吨千吨压铸机和其他业务的协议。这将把整体压铸应用扩展到B级车辆和更大尺寸车型的整个车身底盘上。两家公司还计划建立一家压铸研究院。这将成为世界上最大的压铸机器。这份报告让人感觉更像是一个研究项目，而不是这个千吨压铸机立即用于特定车辆，但我们拭目以待。
Waymo is launching curbside pickup at the Sky Harbor International Airport in Phoenix. Waymo has been offering rides to and from the airport since November of 2022, but to date the service only went to an airport shuttle stop. So now they're actually going to navigate the terminal curbs which is an entirely new challenge. To start they'll have limited hours from 10pm to 6am and only terminals 3 and 4. Initially this will only be available to a select cohort of active riders in Phoenix. Waymo intends to open these pickup locations to all its riders and expand to 24-7 service in the coming months. Waymo has been pretty quiet as of late and given what's going on with crews that may not be such a bad thing.
Waymo将在凤凰城的天港国际机场推出路边接送服务。自2022年11月以来，Waymo一直提供往返机场的乘车服务，但迄今为止，这项服务只限于机场接送站。所以现在他们实际上将要面对完全新的挑战，即驾驶穿行在航站楼的路缘石上。最初，该服务将限制在晚上10点至早上6点，并且仅限3号和4号航站楼。最初，此服务仅适用于凤凰城部分活跃乘客。Waymo打算向所有乘客开放这些接送地点，并在未来几个月扩展为全天候服务。Waymo最近一直保持沉默，考虑到目前的情况，这可能并不是件坏事。
We also have a Toyota backed startup May Mobility looking to offer driverless rides in Arizona. Their autonomous Toyota Cn and minivans Will Ferry select residents of a retirement community in Sun City along public roads beginning today. May Mobility actually contracts directly with the local municipalities and in this case riders may choose between 18 departure points and stops in the services initial rollout. The vehicles are not on a fixed route and riders can hail a ride via the May Mobility app. The autonomous Cn as will operate within a 4.5 mile service area.
我们还有一家得到丰田支持的初创公司May Mobility计划在亚利桑那州提供无人驾驶服务。他们的自动驾驶丰田Cn和迷你巴士将开始在Sun City的退休社区的公共道路上为选定的居民提供服务。May Mobility实际上直接与当地的市政府签订合同，在这种情况下乘客可以在18个出发地点和服务初步推出的停靠点之间选择。这些车辆没有固定路线，乘客可以通过May Mobility应用程序叫车。自动驾驶丰田Cn将在一个4.5英里的服务区域内运营。
NIO is set to receive a $2.2 billion strategic investment from a fund backed by Abu Dhabi. This will be a dilutive move but it will also take bankruptcy off the table for NIO for at least another few quarters. CYVN holdings will acquire 294 million newly issued shares which will increase their ownership to 20.1%.
NIO将会收到来自阿布扎比支持的一只基金的22亿美元战略投资。这将会带来股份稀释，但也将在接下来的几个季度内，彻底避免了NIO破产的可能性。CYVN Holdings将会收购2.94亿新发行的股份，使其持有率增加到20.1%。
Now we have 16 major investors in the Nordic region threatening to sell their Tesla shares if they don't sign a collective agreement. If Tesla does not change its mind it may become relevant to sell the shares in the company and leave the part ownership. They did say however this is a last resort. One of the groups involved Norway's largest pension company KLP. This article was from today and it says KLP owns 0.027% of shares in Tesla with a market value of $211 million. This investor group is asking for a meeting with Tesla in early 2024 to go over some of their concerns.
现在，北欧地区有16个重要的投资者威胁要出售他们的特斯拉股份，如果特斯拉不签署一项集体协议。如果特斯拉不改变主意，可能有必要出售该公司的股份并离开部分所有权。然而，他们确实表示这是最后的手段。其中一个涉及的团体是挪威最大的养老金公司KLP。这篇文章来自今天，它说KLP拥有特斯拉股份的0.027％，市值211百万美元。该投资者团体要求在2024年初与特斯拉进行会议，以讨论他们的一些关切。
We don't know how many hundreds of millions or billions of dollars would be at stake here but the truth is this would most likely hurt these pension funds and these investment groups much more than it would actually hurt Tesla at least in the long run. And yes I would gladly buy some of these shares if they go up for grabs.
我们不知道这里会涉及多少数以亿计甚至数以十亿计的美元，但事实是，这很可能会给养老基金和投资团队带来更大的伤害，至少从长远来看，对特斯拉的伤害要小得多。如果这些股份出售，我会很愿意购买一些。
A recent poll that was released by Novus has showed that 58% of Swedes believe the union is right to take the fight with Tesla. Adding only 20% of those who answered believe the union's industrial action is wrong. I do not think this is something widespread yet but something to keep an eye on.
最近一项由Novus发布的调查显示，58%的瑞典人认为工会与特斯拉进行斗争是正确的。而仅有20%的受访者认为工会的集体行动是错误的。我认为这并不是普遍现象，但需要密切关注。
Chuck Cook said driving FSD beta 11.4.9 Tesla was going around manhole covers in that so could this be the first hint of driving around objects like potholes or raised manhole covers. I'll repeat Chuck's question, have any of you been experiencing this behavior?
Chuck Cook说他在开FSD beta 11.4.9 版的特斯拉时，遇到了绕过路面井盖的情况，这可能是第一个绕过坑洞或凸起的井盖的暗示。我再重复一遍Chuck的问题，你们有没有遇到过这种情况？
In case you're wondering how things are going over at Mercedes this was shared on Facebook. This news release is being given out at local Mercedes dealerships to spread FUD. A friend of this person brought a Mercedes in for service and was given this by the service advisor. Here's the Mercedes business card with the headline of the recent Tesla recall to me this reeks of desperation.
如果你想知道奔驰一切进展如何，这是在Facebook上分享的。这则新闻发布会正在当地奔驰经销商处散发，意在扩散恐慌情绪。这个人的朋友把奔驰汽车送去维修，维修顾问给了他这个。这是奔驰的名片，上面印着最近特斯拉召回的标题，对我来说，这充满了绝望的味道。
I'm working on looking into this but given my cross country travels I have not had the time I've wanted to but Matt Smith and the team over at Rebellionair are saying that Tesla is claiming 95% domestic content for their megapacks. This would of course have big implications when it comes to incentives for the megapack but the question becomes how is Tesla pulling this off. Are they funneling some 4680 cells into the megapack? Do they have an LFP cell supply coming from somewhere that allows this to be possible? We'll see and I don't want to dive into this yet because again I have not had the time to look into it properly but I did want to put it out there if any of you also want to go down the rabbit hole.
我正在研究这个问题，但由于我经常跨国旅行，我没有想要的时间。但是Matt Smith和Rebellionair团队表示，特斯拉声称其Megapack产品中有95％的国内零部件。当涉及到Megapack的激励措施时，这当然会有重大影响，但问题是特斯拉是如何做到的。他们是将一些4680电池导入Megapack中吗？他们有一种LFP电池供应来源，可以使这成为可能吗？我们将拭目以待，我暂时不想深入探究这个问题，因为我还没有足够的时间来适当地调查，但我想将其提出来，如果你们中的任何人也想深入了解的话。
It was at this point my camera died. My continuous power source is not working, new part is on the way. We'll continue for the day without my mug on the screen.
就在这个时候，我的相机没电了。我的连续供电装置坏了，新部件正在运送途中。今天我们将继续进行，只不过屏幕上不会显示我的脸。
The 2020 former sates AMG EQE is only going to have 235 miles of EPA range with a 90.6 kilowatt hour battery pack for a vehicle that costs over a hundred thousand dollars.
2020年前的AMG EQE只有235英里的EPA续航里程，搭配的是一个90.6千瓦时的电池组，而这款车的价格超过十万美元。
表达意思：2020年之前的AMG EQE车型只能以235英里的EPA标准续航里程行驶，而其配备的电池组容量为90.6千瓦时。然而，这辆车的价格却超过十万美元。
Trevor Milton was finally sentenced today by a US district judge and he'll be ordered to spend four years behind bars for lying to shareholders about Nikola's progress. Milton was in tears as he asked the judge to sentence him only to probation. He said he did not intend to mislead investors and made mistakes due to a lack of experience saying I was not a very seasoned CEO.
特雷弗·米尔顿今天最终被美国地区法官判处四年监禁，原因是他向尼古拉股东谎称公司进展，欺骗投资者。米尔顿请求法官只判处缓刑时崩溃落泪，他表示自己并无意欺骗投资者，并且由于缺乏经验而犯下了错误，称自己不是一个经验丰富的首席执行官。
Elon was interviewed in Italy at the Atreu event. The only thing he really said specific to Tesla was that they have around 140,000 employees globally. Full interview will be linked below.
埃隆在意大利的阿特雷大会接受了采访。他所说与特斯拉有关的唯一具体内容是，他们在全球拥有大约14万名员工。完整的采访链接如下。
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