Tesla's Infrastructure Takeover / VW in Trouble / Kia's Leaked Sales Scheme ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. First up today, last night in response to Sawyer and Lars talking about Cybertruck almost being able to float, Elon said, we're gonna offer a mod package that enables Cybertruck to traverse at least 100 meters of water as a boat, mostly just need to upgrade the cabin door seals. That would be a little bit longer than the length of one football field.

欢迎来到电动车世界，《电动车圈》是您的主持人迪伦·卢米斯。首先，关于昨晚索耶和拉斯讨论发现Cybertruck几乎能够浮起的问题，埃隆回应说，我们将提供一个改装套装，使Cybertruck能够像小船一样在水上行驶至少100米，主要是需要升级驾驶舱门的密封材料。这将比一个足球场的长度稍微长一些。

Now how useful would this feature be? That's certainly up for debate, but strictly from an engineering perspective, it would be a pretty cool thing to pull off, and undoubtedly it would make for some great social media content. Recently, BYD actually announced its own emergency only floating mode in its U8, where they say it can move forward at 3 kilometers per hour by accelerating and turning the wheels. Adding the U8 can stay afloat for 30 minutes. They did however highlight and stress that this mode is only for emergencies like floods and it's not for fun like crossing lakes or rivers. It's a good reminder not just when it comes to the Cybertruck accessories team in-house, but for all third parties looking to build products and mods for the Cybertruck, it'll be a sight to see in the years ahead.

现在，这个功能有多有用呢？这肯定是有待讨论的，但从纯粹的工程角度来看，它将是一项非常酷的成就，无疑会产生一些很棒的社交媒体内容。最近，比亚迪实际上在其U8中宣布了自己的紧急漂浮模式，他们声称它可以通过加速和转动车轮以每小时3公里的速度向前移动。U8悬浮模式可以保持漂浮状态长达30分钟。然而，他们强调并强调这种模式只适用于像洪水等紧急情况，而不是像过湖泊或河流那样的娱乐用途。这是一个良好的提醒，不仅适用于Cybertruck内部的附件团队，还适用于所有希望为Cybertruck构建产品和改进的第三方，未来的几年将有很多惊喜等着我们。

What's that they say? Better late than never well today in a press release, we finally hear that VW and its subsidiary brands have decided to adopt the NACS. VW, Audi, Porsche, and Scout EVs will use the NACS in 2025 and they're exploring adapter solutions, but also they're not looking to implement any adapters until 2025 as well, whereas many companies are looking for adapter solutions as soon as next year. The agreement will give these brands access to more than 15,000 superchargers when many of the other deals had listed 12,000. Details of the planned integration of the NACS for specific models will follow as the launch date of 2025 nears. As far as the volume automakers go, that really only leaves stellantis and Mazda as the remaining NACS holdouts.

他们说什么呢？宁可晚做也不要不做，今天在一份新闻稿中，我们终于听到大众及其子公司决定采用NACS。大众、奥迪、保时捷和斯科特EV将在2025年开始使用NACS，并且他们正在探索适配器解决方案，但在2025年之前他们不计划实施任何适配器，而其他许多公司却希望在明年就找到适配器解决方案。这项协议将使这些品牌获得超过15,000个超级充电站，而其他交易中列出的充电站数量为12,000个。随着2025年发布日期临近，有关NACS在具体车型上的计划整合细节将会公布。就量产车企而言，Stellantis和马自达似乎是仅存的拒绝采用NACS的企业。

Also today I had to make sure my eyes were not deceiving me with this headline that said the White House back's industry effort to standardize Tesla's EV charging plugs. A quick aside, it was confirmed more than 1 million EVs have been sold in the US in 2023 for the first time ever. We've known this was coming, but today SAE International has confirmed as a new standard Tesla's North American charging standard connector. This will ensure that any vehicle or charging equipment supplier or manufacturer will be able to use manufacturer or deploy the connector. They said the new standard ensures that any vehicle or charging equipment supplier or manufacturer will be able to use manufacturer or deploy the connector and expands charging access for current and future EV drivers across the country. What we got today really was just a formal announcement and they reiterated that Tesla plans to open 7500 of its chargers to non-Tesla's by the end of next year. However, a Biden official has said we're still going to have several years of millions of CCS connector vehicles on the road and they're going to last a long time. Until we know how the automakers are actually going to distribute these adapters, to me it's really unknown how it's going to help solve this problem over the next few years if you're an existing CCS owner. Basically arguing there's going to be some adapter confusion in the years ahead where customers don't know what's going on.

今天我看到一条标题，标题上说白宫支持行业统一特斯拉电动车充电插头的努力，我不得不确保我的眼睛没有被欺骗。另外，今年是美国首次销售超过100万辆电动车，这个消息已经得到确认。我们早已知道这一天会到来，而今天SAE国际组织证实了特斯拉的北美充电标准连接器作为一个新的标准。这将确保任何车辆或充电设备供应商或制造商都能使用或部署这个连接器。新的标准会扩大当前和未来电动车驾驶者在全国范围内的充电可用性。今天我们得到的只是正式的宣布，他们重申特斯拉计划到明年年底向非特斯拉车主开放7500个充电桩。然而，一位拜登官员表示，在接下来的几年里，我们仍然会有数百万辆使用CCS连接器的车辆上路，并且它们将使用很长时间。在我们知道汽车制造商实际上将如何分发这些适配器之前，我认为现有CCS车主在未来几年内如何解决这个问题还是未知的。基本上可以说，在未来几年里，将会出现一些适配器混乱的情况，使客户不知道发生了什么。

The thing is, part of that confusion stems from this. Just today, the Federal Highway Administration put out this saying they'll soon publish a request for information to get feedback on their plans to update the minimum standards and requirements for ED charging stations to allow for new tech and continued innovation. This matters because it's those minimum standards and requirements for the federally funded chargers. In case you've forgotten, current federal requirements allow for alternative types of connectors on all federally funded DC fast chargers so long as there is also a CCS connector. At least as it stands now, we have what 90-95% of the auto industry adopting the NAC standard but we have this 7.5 billion dollars of federal funds for a public EV charging network that is still requiring CCS plugs to get that funding. To be clear, I would not argue they should have no CCS ports because the truth is there are still thousands of vehicles that have a CCS port and those vehicles shouldn't be totally left in the cold until they have their own adapter. But to require that all locations have a CCS plug to get any federal funding at this point doesn't make much sense to me.

问题是，这其中的一部分混乱源于这一点。就在今天，联邦公路管理局发布了一份声明，称他们将很快发布一份信息请求，以征求对更新电动车充电站的最低标准和要求的计划的反馈意见，以便允许新技术和持续创新。这很重要，因为这些最低标准和要求适用于联邦资助的充电设施。如果你忘了的话，目前的联邦要求允许在所有联邦资助的直流快速充电设施上使用替代类型的连接器，只要也有CCS连接器即可。至少目前看来，我们有90-95%的汽车行业采用了NAC标准，但我们有75亿美元的联邦资金用于公共电动汽车充电网络，但仍需要CCS插头才能获得这些资金。明确一点，我不会主张它们不应该有CCS接口，因为事实上仍有成千上万辆车辆配备了CCS接口，这些车辆在自己的适配器出现之前不能被完全置之不理。但在目前阶段要求所有地点都必须有CCS插头才能获得任何联邦资助，在我看来并不太合理。

In case you see it elsewhere, the new standard name for the NACs from SAE is J3400TM. We know Mercedes-Benz is rolling out their own charging network and they have plans to feature CCS1 and NACs connectors. Separately, we also have that group of OEMs including GM, BMW, Mercedes, Honda, Hyundai, Kia and Stellantis forming that joint venture. Those 30,000 chargers are all set to have both NACs and CCS connectors at all locations. Hopefully something changes with the CCS requirement for federal funding but zooming out looking at what's going on here, it really is a pretty momentous occasion.

如果您在其他地方看到它，请注意，SAE规定的NACs的新标准名称为J3400TM。我们知道奔驰正在推出自己的充电网络，并计划采用CCS1和NACs连接器。此外，我们还有那个包括通用、宝马、奔驰、本田、现代、起亚和Stellantis等汽车制造商的联合企业。这30,000个充电器将在所有位置都配备NACs和CCS连接器。希望CCS要求能够在联邦资金方面有所改变，但是放大看这里正在发生的事情，确实是一个非常重要的时刻。

Tesla, this little company that no one believed in is now the charging standard for the entire auto industry minus a few holdouts that will most likely be on board. It's just a matter of time. When you consider that the number one complaint of the general public when it comes to EV adoption is the public charging experience. This really does become a massive deal and if briefly you just think about a world where an X adoption didn't happen and it became a free-for-all, it would have been an absolute nightmare.

特斯拉，这个原本没有人相信的小公司现在已经成为整个汽车行业的充电标准，除了一些可能会加入的少数持观望态度的公司。这只是个时间问题。当考虑到普通大众对电动车普及的主要抱怨是公共充电体验时，这真的成为了一个重大事件。如果简单地想象一下，如果没有特斯拉充电的广泛普及，而变成各自为战的局面，那将会是一个绝对的噩梦。

I think Jeff and Herbert did a great job breaking down the Sandy Monroe tour of Gigatexus when it comes to the Cybertruck HFS just wanted to play a quick clip. As you can see with all the equipment, we're ready to roll at like high volume. That was just like, how do we ramp? You know, go slow, get quality, right? Dave installed, you know, somewhere in the order, not every station's going to be equivalent but this 125k annualized capacity and it looks like from hearing some of the other supervisors and managers speak, it sounds like that there's more equipment coming in but in terms of a very large operation, like they've installed and they have the product.

我认为杰夫和赫伯特在解析吉盖特思公司的桑迪·门罗参观Cybertruck HFS时做得非常出色，只是想播放一个快速的片段。正如你所看到的，我们准备好以大规模运作了。那只是表示我们如何进行增长？你知道，走得慢一点，追求质量。戴夫安装了，或者说在某个步骤中安装了，虽然不是每个站点都相同，但这个125k的年产能，听一些其他主管和经理的说法，似乎还有更多设备要进来，但从一个非常大型的操作来看，他们已经安装好并有产品了。

One of the big milestones of getting a product into production, which you would hate to see, by the way, if you're watching one of these videos, is a bunch of people kind of manually wrapping on these parts or are doing a bunch of stuff like because the production operation isn't ready to go and it looks like there is a full end to end production operation to do all the stainless up and running. I know it sounds like, well, okay, that's great Captain Obvious but in many cases, sometimes companies start at low speeds and their production operation isn't working the way they want even at the low speeds and they take it and they do something manual in the meantime and it looks like that they've really got everything in place and as Lars said, they basically turned the dial to the left and they start at low speeds and try to get the really focused on the quality side of the equation.

将产品投入生产是一个重要的里程碑之一，如果你看到这些视频，你会非常讨厌看到一群人手动包装这些零件，或者因为生产操作还未准备好而进行一系列工作。看起来好像有一个完整的不间断生产操作来完成所有的不锈钢工作。我知道听起来像是显而易见，但在许多情况下，有些公司从低速开始，他们的生产操作并不像他们想要的那样工作，甚至在低速阶段，他们会采取一些手动操作，使整个过程看起来像他们已经做好了一切准备。正如拉斯所说，他们基本上将速度调低，专注于质量方面的要求。

So when you're when you're ramping a factory, you've got these two knobs and you're basically you're you're trying to turn the volume and the speed up to the right. So you're putting more material in, you're running the machines at a little bit faster rate and then you've got the quality lever on the other side of it. Kind of think of it as an accelerator break analogy and on the quality side, you're trying to make sure that you're not losing more material through the process because that'll take your scrap cost up that'll take your overall vehicle cost up and you're not causing a bunch of quality defects that are going to slow you down or cause a reliability or upstream issue as you as you pass that material.

当你在加速和扩大工厂生产规模时，你面对着两个控制装置，然后你就会试图将音量和速度调高。所以你增加了更多材料投入，以稍微更快的速度运行机器，并且你在另一侧还有一个质量控制杠杆。可以将其类比于油门刹车的概念，质量控制方面，你试图确保没有更多的材料在生产过程中丢失，因为这会增加废料成本，也会提高整体成本，而且你也不希望出现大量的质量缺陷，这些会减缓进度或者引起可靠性或上游问题，届时您正在通过这些材料。

So that's the stage that it looks like they're in now they've got all the production operations and they'll bring in more in terms of volume and quantity and replicating what they have but it looks like they have everything there to make make the truck using all production tooling, which is a great sign. So Tesla will most likely still go slow for the next few weeks, if not months, maybe on that one production line however, when the time comes to ramp it up, it's not like they're doing much if any manual work or production of the cyber trucks now, all of the automation or production equipment is in place, which in theory could lead to a faster ramp than maybe some of us like myself have been expecting for 2024.

目前看起来，他们的阶段是已经拥有了所有生产运营，并且会在数量和量上逐渐增加，并复制他们已有的成果，但是看起来他们已经拥有了所有制造卡车所需的生产工具，这是一个很好的迹象。因此，特斯拉在接下来的几周甚至几个月内很可能仍然会慢慢推进，可能只在其中一条生产线上进行生产。然而，一旦提速的时机到来，他们并不需要进行太多手动劳动或者生产工作，目前所有的自动化或生产设备都已经就位，理论上说，这可能会比一些人们（比如我自己）对于2024年预期的提速更快。

Tesla has informed workers at its battery factory in Sparks, Nevada that some hourly workers will see pay increases of around 10% starting in January. CNBC viewed internal materials that said workers had been informed of cost of living adjustments. Those pay increases may help Tesla stave off workers interest in forming a union and pushing for collective bargaining in Nevada.

特斯拉已经通知其内华达州斯帕克斯电池工厂的工人，部分计件工人的工资将在明年1月份开始提高约10%。CNBC查阅了内部资料，显示工人已经被告知会有生活成本调整。这些加薪有可能帮助特斯拉避免工人组建工会并在内华达州推进集体谈判的兴趣。

Many people were expecting Tesla to do something like this, whether it had anything to do with the UAW deals and those 25% pay hikes for their employees with a big 3, or if it was more of a routine cola raise that Tesla would have done for its employees at Yiggin Nevada anyway, we don't yet know for sure. From my perspective, the chances of UAW gaining any traction at Tesla was already very low and this certainly would not improve those chances.

许多人预料到特斯拉会做类似的事情，无论其与UAW达成的协议和大三汽车公司员工的25%工资增长是否相关，或者这只是特斯拉本来就会为其内华达工厂的员工进行的例行薪资增加，我们目前还不确定。从我的观点来看，UAW在特斯拉获得任何进展的可能性已经非常低，这肯定不会改善这些机会。

Just wanted to pass this one along because I have never really seen anything like this from Tesla, it's a pop-up store in Dubai. Ordinarily pop-up stores like this are temporary and for specific events, but you'll also find this page on the Tesla website.

我想转告大家这个消息，因为我从来没有见过特斯拉做过这样的事情，它在迪拜开设了一个临时店铺。通常类似的临时店铺是为特定事件而设的，但你也可以在特斯拉的官方网站上找到这个页面。

Adrian in the Hat who's been reporting on Gigamexico progress said Nuevo Leone state employees were on site, defining the areas each of the different four contractors will be in charge of the highway expansion and Tesla site ramps and overpass. If you head to the Tesla careers page, you'll see they're hiring for indirect procurement manager, for construction and facilities in Nuevo Leone. This role will execute the infrastructure development sourcing strategy for the new plant located in Nuevo Leone. In a nutshell, this role is responsible for sourcing supplies and commodities for the infrastructure of Gigamexico.

在帽子上的阿德里安一直在报告Gigamexico的进展情况，他说新莱昂州的员工正在现场，确定四个不同的承包商将负责公路扩建和特斯拉工地的匝道和立交桥的区域。如果您访问特斯拉的招聘页面，您将看到他们正在新莱昂州招聘间接采购经理，负责建筑和设施。这个角色将执行新莱昂州工厂的基础设施发展采购战略。简而言之，这个角色负责为Gigamexico的基础设施采购供应品和商品。

Speaking of hiring, you'll also now find senior business development manager for charging. This role is built around extending the reach of Tesla's charging products. You'll work with top executives at Fortune 500 companies across a large range of industries. You'll become an expert on superchargers, wall connectors, and semi-charging products. They'll scale a business-to-business hardware sales program in North America within the charging organization. It sounds like this role will be creating a sales program for more deals like we just heard when it comes to BP and Tesla, where BP bought $100 million of Tesla superchargers. But the listing wasn't just for superchargers, it was for wall connectors as well, which brings in the hotel deals like we just saw with Best Western. And before that, we heard about the deal between Tesla and Hilton. I will say, it is somewhat of a bummer that we don't have more insight into the back end of these deals, specifically when it comes to the financial arrangement and how Tesla may be benefiting.

说到招聘，现在你还可以找到高级商务拓展经理的充电部门岗位。这个职位的重点是扩大特斯拉充电产品的影响力。你将与财富500强企业的高管们合作，涉及多个行业。你将成为超级充电器、墙壁连接器和半充电产品的专家。他们将在充电部门内构建一个面向北美的企业间硬件销售计划。听起来，这个职位将为我们刚刚听到的类似BP和特斯拉达成的交易创造更多销售计划，其中BP购买了1亿美元的特斯拉超级充电器。但是，这份招聘广告不仅是针对超级充电器，还包括墙壁连接器，这就像我们刚刚在最佳西方酒店看到的交易一样。在此之前，我们听说过特斯拉和希尔顿的交易。我要说的是，我们对这些交易的后台，特别是在财务安排和特斯拉可能获得的利益方面，没有更多的了解，这有点令人沮丧。

Because the reality is, if you take a look around, Tesla is just taking over the entire EV charging market. It will of course take time to hire for this role and then build the sales program, but you would assume that they're doing this because of the initial success and the presumed demand for more deals like the ones I just pointed out.

事实是，如果你环顾四周，特斯拉正在全面占领电动汽车充电市场。当然，招聘和建立销售计划需要时间，但你会认为他们这样做是因为初始的成功和估计需求，就像我刚才指出的那些交易一样。

The Irish Times is reporting that five of Tesla's nine superchargers in Ireland are going to be opened up to non-Tesla EVs. As we've seen elsewhere, there will be a monthly subscription option for these non-Tesla owners to get access to lower supercharging rates. And perhaps more importantly, these non-Tesla customers will have to download the Tesla mobile app and sign up for a Tesla account, bringing them right into the Tesla experience.

爱尔兰时报报道称，特斯拉在爱尔兰的九个超级充电站中，将有五个提供给非特斯拉电动汽车使用。正如我们在其他地方所看到的，非特斯拉车主可以选择每月订阅这种选项，以获取更低的超级充电费率。更重要的是，这些非特斯拉客户将需要下载特斯拉移动应用并注册特斯拉账户，从而融入特斯拉体验。

There was a post on Facebook from Lucky Five Motorsport saying Australia finally got their highland. This time, it's Australia's first model three highland through our doors to engage in our services. Meaning, first customer deliveries of the Model 3 Plus have begun in Australia.

在Facebook上有一篇来自Lucky Five Motorsport的帖子，表示澳大利亚终于有了他们的特色高地。这一次，我们迎来了澳大利亚第一辆Model 3高地款通过我们的大门来享受我们的服务。这意味着Model 3高地款的首批客户交付在澳大利亚已经开始了。

In the past, we've often talked about how Tesla is such an American made a company they don't get nearly enough credit from the general public or our own government. However, this is a very interesting thought I've never really considered myself. Rohan Patel said, it's hard to be definitive about this, but based on data I've seen, I think Tesla is not only the most American every vehicle sold in America is made in America, but is also the most European for Gigabrelin and the most Chinese for Gigashang High. This is based on local content and is part of a regionalization strategy to enable the most environmentally sustainable products and also most resilient to supply chain or geopolitical disruptions.

过去，我们经常谈论特斯拉是多么美国制造，他们没有得到足够的公众或我们自己政府的赞誉。然而，这是一个非常有趣的想法，我自己从未真正考虑过。Rohan Patel说，这个问题很难有定论，但根据我看到的数据，我认为特斯拉不仅是在美国销售的每一辆车都是在美国制造的，同时对于Gigabrelin来说也是最欧洲化的，对于Gigashang High来说也是最中国化的。这是基于本地内容的，并且是一个区域化战略的一部分，以实现最环保的产品，同时也最能够抵御供应链或地缘政治的干扰。

In case you're not picking up on it already, this right here is a big part of why so many countries around the world want Tesla to set up shop in their regions because of the ancillary business and economic activity that Tesla then generates through its supply chain. That's because they're hyper focused on efficiency everywhere, including the supply chain.

如果你还没意识到，这就是为什么世界上许多国家都希望特斯拉在他们的地区设立工厂的重要原因之一，因为特斯拉通过其供应链产生的附属业务和经济活动。这是因为他们在供应链中也非常注重效率。

This one is more common than anything I had to pass it along because this is coming from a United States senator. Blumenthal says Tesla's autopilot is responsible for crashes and deaths and the government has to make sure the world's richest man knows they mean business. Elon Musk has mocked this federal agency. He's called them the fund police, which is no cause for comfort or complacency. NHTSA has to put its legal muscle where its mouth is.

这个消息比我之前听说的任何事情都更常见，所以我必须传递出去，因为这是来自一位美国参议员的消息。布卢门撒尔称特斯拉的自动驾驶技术导致了事故和死亡，政府必须确保世界上最富有的人知道他们是认真的。埃隆·马斯克嘲笑了这个联邦机构，称他们是基金警察，这并不让人感到安慰或自满。美国国家公路交通安全管理局必须付诸法律行动，言行一致。

I did want to quickly touch on this article. It was actually a study done by Lendingtree talking about the brands with the worst drivers. For some reason, there were people out there saying that this study shows that Tesla's autopilot is not as safe as Tesla claims, but I definitely don't see it that way at all.

我确实想简单地谈一下这篇文章。实际上，这是Lendingtree进行的一项研究，讨论了那些驾驶员素质最差的品牌。出于某种原因，有些人声称这项研究表明特斯拉的自动驾驶系统没有特斯拉所宣称的那么安全，但我完全不这样认为。

Just to highlight for this study and all of the data they share, their driving incidents include accidents, but also DUIs, speeding and citations. Then if you scroll down to the very end of the article, you will find a list of what things are included for citations. You may notice that most if not all of this list directly falls on the driver and their own competence and it has nothing to do with Tesla's vehicle technology.

只是为了强调这项研究和他们分享的所有数据，他们的驾驶事件包括事故，但也包括酒驾、超速和违章。然后，如果你向下滚动到文章的最末尾，你会发现一份列出违章内容的清单。你可能会注意到，除非所有这些内容直接与驾驶员及其个人能力有关，与特斯拉的车辆技术没有任何关系。

Just so you know, this study gathered data from November last year to November of this year, but when you read things like Tesla had the second worst drivers in the country, with 31.1 driving incidents per 1000 drivers. Just remember that data includes much more than actual accidents.

只是让你知道，这项研究收集了从去年11月到今年11月的数据，但当你读到特斯拉是全国第二差的驾驶者，每1000名驾驶员有31.1次驾驶事件时，要记住这些数据包括的内容远不止实际事故。

I did find it interesting BMW drivers have a significantly higher number of DUIs compared to other drivers. We know Tesla's are fast and fun to drive, meaning a lot of teenagers want to be in these cars and plenty of them do dumb things in their Tesla. So even though the data says Tesla drivers have the highest accident rate compared with all of the brands analyzed, I'm not really sure this should be such a negative reflection on Tesla like some people are making it out to be. So if any of you Tesla drivers are getting a little wild out there, let's rein it back in for the sake of the group.

我发现宝马车司机的酒驾数量明显高于其他司机，我觉得这很有趣。我们知道特斯拉车速快、好玩，所以很多青少年都想坐这种车，其中不乏一些人会在特斯拉上做些愚蠢的事情。尽管数据显示，与其他品牌相比，特斯拉车祸率最高，但我并不确定这应该被视为特斯拉的负面影响，就像一些人所讨论的那样。因此，如果你们特斯拉驾驶者中的任何人有些过于放肆，请为了大家的利益收敛一下。

Today, Tesla has asked a US judge to pause a federal agency's lawsuit, the one accusing Tesla of racial harassment, saying there are two similar cases that need to play out first. In a filing yesterday, Tesla said the federal court should decline to wade into a third lawsuit until the existing cases are resolved, basically saying simultaneous prosecution will result in inefficient and wasteful use of judicial resources.

特斯拉今天已经要求美国法官暂停一项联邦机构对其的种族骚扰诉讼，指出有两起类似案件需要先解决。特斯拉在昨天的诉状中表示，联邦法院应拒绝涉足第三起诉讼，直到现有案件得到解决，基本上是说同时进行诉讼将导致司法资源的低效和浪费。

Mercedes just got approval to add a fourth light color to the exterior of some of its vehicles when drive pilot is enabled. In the future, if you see turquoise blue lights on a Mercedes vehicle that appear at the back and front of the vehicle around the tail lights and the headlights, it means that vehicle is using their drive pilot system, which allows the driver to take their eyes totally off the road. Don't forget though, drive pilot is the one that only works in a very specific situations like right now it's only California and Nevada under 40 miles an hour in ideal weather, etc.

梅赛德斯刚刚获得批准，在一些车辆的驾驶辅助系统开启时，在车辆外部增加了第四种灯光颜色。将来，如果你看到梅赛德斯车上出现绿松石蓝色的灯光，分别在车尾灯和前大灯周围，那就意味着该车正在使用他们的驾驶辅助系统，这让驾驶员完全可以将目光离开道路。不过请记住，驾驶辅助系统只在非常特定的情况下才能起作用，比如目前只限制在加州和内华达的40英里/小时以下，而且天气条件理想等。

We got the Tesla China weekly number and it was big 18,300 comparing it to the same week in quarter three, that number was 8,500. Through the first 11 weeks of quarter three, we were at 120.2,000 and through the same 11 weeks, quarter four were at 138.2,000 to set a new all time record when it comes to quarterly numbers, the last two weeks would have to be just over 9,200 units, which is squarely in play. I will note the sources that I check for this data had model three figures ranging anywhere from 2,900 up to around 4,000. So I just split the difference and called it 3500 model three plus, meaning roughly 14,800 were model wise. You guys may recall a few weeks ago, I said I was excited to see the numbers in this range right here. So this was exactly what I was hoping for for what it's worth. It is the third best week of all time from gigashang.

我们得到了特斯拉中国每周销售数据，这个数字很大，达到了18,300辆，相比于第三季度同一周的8,500辆，增长明显。在第三季度的前11周，销量为120.2万辆，而在第四季度的同样11周，销量为138.2万辆，刷新了季度销售纪录。如果要达到这一季度销售纪录，最后两周的销量需要超过9,200辆，这完全可能实现。我要提醒一下，我查阅这些数据的来源对Model 3的数据有些出入，从2,900辆到4,000辆不等。所以我就取个中值，大约3,500辆是Model 3，意味着大约有14,800辆是其他型号。也许你们还记得几周前我说过，我对这个范围内的数字感到兴奋。所以这正是我所期待的。从吉格舍尔工厂来看，这是有史以来第三佳的一周销售成绩。

Hi, we never touched on this, but on Tesla's AI page under the dojo system, you'll see it says design a public facing API that will bring dojo to the masses. I know that's very vague and could easily be multiple years into the future as I'm still expecting dojo to be all for Tesla in the immediate future. But recently, there was an analyst who said that Amazon's cloud storage business is on a clear path by itself to a $3 trillion value. I'd like to be clear. Personally, I'm not expecting Tesla to use dojo for any cloud services until the end of the decade at the earliest, but it's definitely not something we should be totally writing off.

嗨，我们之前没有涉及到这个问题，但在特斯拉的人工智能页面下的道场系统中，你会看到它说设计一个面向公众的API，将道场推广给大众。我知道这很模糊，并且可能需要多年的时间才能实现，因为我仍然期待道场在短期内完全用于特斯拉。但最近有一名分析师表示，亚马逊的云存储业务正朝着千亿美元的价值发展。我想要明确一点。就个人而言，我不期望特斯拉在本十年末之前使用道场进行任何云服务，但这绝对不是我们完全可以忽视的事情。

Here we have an early flop from the W where car news China is reporting the ID seven received 300 orders in the three days following its launch in China. The report said each dealership received zero to one orders for the ID seven. Some of the problems the high price and dissatisfaction with the need to pay extra for features like heated seats, as well as configurations that customers don't actually want. And they said great hardware and I'm assuming build quality are not enough anymore. This is a problem because direct from VW, they said the ID seven is the flagship model in their eV family.

这里有一则来自W的早期挫折，全球汽车新闻中国报道称，ID7在中国发布后的三天内获得了300个订单。据报道，每家经销商都只接收到了零到一份ID7的订单。其中一些问题包括高价格以及对需要额外付费的功能（例如加热座椅）的不满，还有一些顾客并不实际需要的配置。他们认为，出色的硬件和我猜测的良好质量已经不能满足顾客需求了。这个问题很严重，因为大众汽车直接宣称ID7是他们电动车系列的旗舰型号。

We also just learned that VW's upcoming ID to all concept car was on display with some notable changes, one of which being the return of physical buttons below the central touchscreen. According to the brand's interior designer, this will be a new approach for all models based on recent feedback from customers. Here's a look at that updated interior in all fairness. It really doesn't look like they're overdoing it with the buttons and we know that some people do prefer the physical button. Personally, I'm more of a tech minimalist. So I like Tesla style, but not everybody's like me.

我们还刚刚得知，大众汽车即将推出的ID to all概念车在展示时有些明显的变化，其中之一就是在中央触摸屏下方重新加入了物理按键。根据品牌的内饰设计师所说，这将是基于来自顾客最近的反馈，所有车型将采用的一种新方法。下面就来看看这个更新后的内饰吧。实际上，它并不像他们追求过多按键，而且我们也知道有些人更喜欢物理按键。就个人而言，我更喜欢科技的简约风格，就像特斯拉一样，但并不是每个人都像我这样。

This one is really something we have a leaked sales scheme when it comes to Kia and Canada. They have vehicles that have arrived in Canada from overseas sitting on a storage lot purposely locked, even though customers have been waiting months, if not years to get their vehicles. The new cars are being withheld from Kia Ontario dealerships and many more across the country. That's because of a controversial plan by Kia Canada to game the number of sales in the last six weeks of the year. A video was obtained that was passed down by Kia executives where they said all of you are going to be very unhappy with me today. That from a Kia manager where he said only some of the vehicles will be released to the dealerships, but others will remain on the compounds until the new year. This to avoid appearing too successful in the eyes of the headquarters in Korea. This is all in an effort to secure marketing funds from Kia headquarters for 2024 by reducing sales numbers for this year. Basically saying if they sell too many cars this year then maybe Kia will reduce their marketing budget for 2024 because they won't need it.

这件事确实令人震惊，涉及到了现车销售的计划泄露问题，而对于Kia和加拿大来说更为严重。他们将从海外进口的车辆存放在一个特意封锁的仓库里，尽管客户等了数个月，甚至是数年才能拿到自己的车辆。这批新车被Kia加拿大公司挡在了安大略省和全国许多其他经销商面前。这是因为Kia加拿大公司实施了一个有争议的计划，目的是在年底六周内游戏销售数量。我们获得了一段视频，其中Kia高管表示今天大家都会对我感到非常不满。这位Kia经理表示，只有一些车辆会交给经销商，而其他车辆将一直待在仓库里直到新年才发售。这样做是为了避免总部在韩国的公司认为他们取得了太大的成功。所有这些努力都是为了争取到2024年Kia总部的市场推广资金，通过减少今年的销售量来实现。基本上，他们的意思是如果今年卖出的车辆过多，Kia可能会减少他们2024年的市场推广预算，因为他们不再需要这么多资金。

I won't read all of the responses from some of the dealers, but as you may guess, they're not happy with this decision. The truth is car companies do play games at the end of the quarter. Honestly though if I was a customer waiting for my car and I knew this was going on I would most certainly not be pleased.

我不会阅读所有经销商的回复，但你可能猜到，他们对这个决定并不满意。事实上，汽车公司在季末确实在玩一些把戏。然而，如果我是一个等着买车的顾客，而且知道这种情况，我肯定会感到不高兴。

This one's cool and something I've been wanting to see a lot more of now for a while Tesla Energy posted about a new partnership with B.A.Z.R. Homes where they're building communities powered sustainably with the solar roof and powerball in the eastern US. This new construction community will be certified as a zero energy ready home by the DOE. For a long time we've saying that existing roof retrofits are going to be expensive and challenging so for Tesla Energy to really grow when it comes to solar roof, new builds really have seemed like the way to go and this is exactly that.

这个很棒，也是我期待已久的事情。特斯拉能源最近宣布与B.A.Z.R. Homes建立了一项新的合作伙伴关系，在美国东部地区建设由太阳能屋顶和电池组提供可持续能源的社区。这个新建的社区将被美国能源部认证为零能耗住宅。很长一段时间以来，我们一直在说，对于太阳能屋顶来说，现有屋顶的翻新将会很昂贵且具有挑战性，因此对于特斯拉能源来说，实现真正的增长最好的方式似乎是通过新建筑。而这个合作正是这样的一个示范。

Some in the battery energy storage market are just now realizing that every battery storage project will require regular upgrades to stay in the game. And yes this is all about upgrades to their software which is something Tesla is excellent at. But it's not just going to be to meet changing power market regulations but also in order to keep up with the revenue opportunities. Now yes one of Tesla's main competitors Fluance does also have some really nice software from everything I read which is called Mosaic if you see it but we have an industry CCO saying the energy storage market is still in its early stages but it's already roaring. That's because the fundamental need for energy storage is converging with the market reality that money can be made from it. The word in the industry is they're trying to encourage more people to think more about these upgrades for compliance regulations and profit opportunities when they're building out sites which of course should volt Tesla higher up the list.

一些电池储能市场的参与者现在才意识到，为了保持竞争力，每个电池储能项目都需要定期升级。是的，这一切都涉及到他们的软件升级，而特斯拉在这方面非常擅长。但这不仅仅是为了满足不断变化的电力市场监管要求，还为了跟上收入机会。特斯拉的主要竞争对手之一，弗劳恩斯，据我所了解，也拥有一些非常好的软件，名为Mosaic。我们的一个行业首席执行官表示，能源储存市场仍处于早期阶段，但已经掀起了热潮。这是因为对能源储存的基本需求与市场现实相结合，可以赚取利润。业界传闻称他们正试图鼓励更多人在建设项目时更多地考虑这些合规法规和利润机会的升级。当然，这应该会让特斯拉在名单上的排名更高。

Here we have Jose who works on software at Tesla saying alright folks if you're looking for a chance to be on the team where the magic happens this is it. He quote posted this from Alex Ingram who works on content at Tesla. He's starting a new role at Tesla this week and he'll be hiring up for a series of creative roles. Senior production manager, senior creative lead, senior video producer, cinematographer, video editor and senior video producer. As someone who worked briefly in the social media space professionally for about nine months in a prior life and also of course I'm somebody who's just very interested in social media in general. I'm pretty pumped to see what Tesla has in store for the future when it comes to social media content and most likely more for advertising as well.

在这里，我们有特斯拉的软件开发工程师Jose说道：嗨，朋友们，如果你正在寻找一个加入我们团队的机会，这就是它。他引用了特斯拉内容部门的Alex Ingram的话。这个星期，Alex 将开始在特斯拉的新职位，并将招聘一系列创意职位：高级制作经理、高级创意主管、高级视频制片人、摄影师、视频剪辑师和高级视频制片人。我曾经在社交媒体领域工作过短暂的九个月，对社交媒体非常感兴趣。看到特斯拉将来在社交媒体内容方面以及可能的广告方面有什么策略，我感到非常激动。

I 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.

我希望你们有一个美好的一天。如果你喜欢这个视频，请给它点赞。你可以在下方找到我的X链接，同时也非常感谢所有支持我的Patreon的人。