The Real Reason Hertz Is Selling Tesla's / Cybertruck Deliveries Expand / Berlin Production Pause ⚡️

Welcome to Electrified, it's your host Dylan Loomis. First up today, just a quick heads up, if you go to buy a Tesla and you make your deposit using Apple Pay, and that email address is different from your Tesla account email address, you may have a bit of a process to go through to actually merge those accounts. That's because if your Apple ID email is indeed different, Tesla assumes it's a new account. Just be aware of this, maybe avoid a minor headache.

欢迎来到《电动汽车时代》，我是主持人迪伦·卢米斯。首先，我要提醒大家，如果你在购买特斯拉时使用Apple Pay付款，并且你的电子邮件地址与特斯拉账户的电子邮件地址不同，那么你可能需要进行一些步骤来合并这些账户。这是因为如果你的Apple ID电子邮件确实不同，特斯拉会认为这是一个新账户。所以请大家注意这一点，或许可以避免一些小麻烦。

On the naming front for the new Model 3, Elon responded to an ex-employee saying it's not real, referring to the highland name. And yes, I am aware on Tesla's own electronics parts catalog, they have used the name highland for different purposes. But with this being the official word from the top that leaves us with Model 3 refresh or Model 3 Plus, I'm going with Model 3 Plus, if for no other reason than it's only one syllable. More importantly though, because of this right here, so going forward, hopefully everybody understands my rationale. I wouldn't be doing my job if I didn't pass along this meme from Alex responding to Elon saying it's not real.

在新款Model 3的命名方面，埃隆回应了一位前员工称它并不真实，指的是高地这个名字。是的，我知道特斯拉自己的电子零件目录中使用过高地这个名字来表示不同的用途。但既然这是高层的官方说法，那我们只有Model 3刷新版或Model 3 Plus这两个选项了。我选择Model 3 Plus，原因不只是因为它只有一个音节。更重要的是，基于以下原因，希望大家能理解我的推理过程。如果我不传达亚历克斯回应埃隆的这个并不真实的梗，那我就没有做好我的工作。

Speaking of the Model 3 Plus, Australian authorities are looking at this vehicle over issues around the car's child seat anchor points, specifically the accessibility of the top tether point for the rear middle seat. Australian design rules require that every seat with a seat built in a car must have an accessible top tether point for child seats. This is the Australian owner's manual for the Model 3, and this is for the Model 3 Plus, so you see the problem. For now, we don't know what production out of Fremont is going to look like, what Tesla may be looking at here, up to and including a stop sale order and a recall of vehicles already sold, or reclassifying the Model 3 as a 4-seater by removing the rear middle seat belt. In 2022, BYD faced a similar issue with the Addo 3, leading to a temporary stop in deliveries and a recall to modify the vehicles. An interesting requirement to say the least.

说到Model 3 Plus，澳大利亚当局正在审查该车辆的儿童座椅固定点问题，特别是后排中间座位顶部绑带点的易取性。澳大利亚的设计规定要求每个车辆内配置的座位必须有供儿童座椅使用的易取顶部绑带点。这是Model 3的澳大利亚车主手册，而Model 3 Plus没有满足这一要求，所以问题就出现了。目前，我们不知道弗里蒙特工厂可能会采取什么样的生产措施，特斯拉可能会考虑什么，这可能包括停止销售并召回已销售的车辆，或者通过移除后排中间座位的安全带将Model 3重新归类为4座车型。2022年，比亚迪（BYD）面临了Addo 3车型的类似问题，导致交付暂停和召回进行改装。可以说这是一个有趣的要求。

Last week, you may have seen Drew Baglino visiting this site, which is now operational, the Capilay Energy Storage Site with 158 Tesla Megapacks, but there's more to the story. This battery has replaced Hawaii's last coal plant, which is great to hear, but there's even more, and even though it's not one of the biggest battery projects in the world, they're calling the most advanced battery energy storage facility on the planet. That's because this is the only large-scale battery capable of combining the basic peak capacity, frequency response, synthetic inertia, and grid rebooting tasks. Basically, they're going to be relying on this Capilay battery system more than any others because of its centrality to the grid operations in the region. With legacy power plants that inertia that was provided through the spinning of the mass of turbines is now being replaced by a synthetic version of that inertia through savvy programming of their inverters, which offers a more economic alternative while avoiding unnecessary carbon emissions, they're also faster and more precise. To sum it up, it's one of the first real-life examples of how to shift critical grid functions from fossil-fueled plants to clean energy. Eventually, the kind of grid services Capilay has pioneered will have to scale nationwide.

上周，你可能见到德鲁·巴格利诺访问了这个现在投入运营的Capilay能源储存站，该站安装有158个特斯拉 Megapack。但故事还没完，这座电池还取代了夏威夷最后一座燃煤电厂，这听起来太棒了，但事实上更是如此。尽管这不是世界上最大的电池项目之一，但人们把它称为全球最先进的电池能量储存设施。这是因为这是唯一一座能够结合基本峰值容量、频率响应、综合惯性和电力网络重新启动任务的大规模电池。基本上，由于它对该地区电力网络运营的重要性，人们将更多地依赖这座Capilay电池系统而不是其他系统。随着传统发电厂以旋转涡轮提供动力的惯性现在被通过巧妙的逆变器编程替代为合成惯性，这种合成惯性提供了更经济的选择，同时避免了不必要的碳排放，并且更快速和更精确。总而言之，这是如何将关键电网功能从燃烧化石燃料的发电厂转移到清洁能源的首个真实例子。最终，Capilay开创的电网服务模式将需要在全国范围内推广。

The end of the year can be a great time to zoom out and see the bigger picture. This chart from Roland showing domestic China deliveries by year is a great way to do that. So to all of the naysayers who have been saying that Tesla is doomed in the Chinese market, there's so much competition they don't have an affordable enough vehicle, I would say the data says otherwise Tesla has seen steady growth year over year dating back to 2020. Even if 2024 and 2025 are slower in terms of growth, whenever they launched a compact vehicle in this market, it should sell like hotcakes.

年底是一个很好的时机，可以放大视野，看到更大的图景。这份罗兰德（Roland）提供的中国国内交付年度图表正是实现这一目标的好方法。所以对于所有一直说特斯拉在中国市场处境堪忧的怀疑者，认为他们在这个充满竞争的市场上没有足够实惠的车型，我想说，数据告诉我们的是，特斯拉在过去的几年里一直在稳步增长。即使在2024年和2025年增长速度放缓，但一旦他们在这个市场上推出一款紧凑型车辆，它肯定会大卖特卖。

Things are getting more real with the Cybertruck we have the first non-employee, someone not affiliated with Tesla in any way, getting a Cybertruck in, this individual placed their order for the foundation Cybertruck on December 9th. Definitely encouraging that Tesla has the confidence to roll out these deliveries to non-employees, people that may be a bit more particular with the product that they receive. For whatever it's worth, this individual lives in San Diego. Most of these non-employees live in California, one lives in Texas, all ordered foundation, dual motor all-wheel drives, all placed orders early December, delivery start late January.

随着我们开卖了第一辆Cybertruck，情况变得更加真实了。我们有了第一位不与特斯拉有任何联系的非员工购买Cybertruck。这个人在12月9日下订单购买了基础款的Cybertruck。特斯拉有信心向非员工交付这些车辆，这绝对是令人鼓舞的。这些购买者可能会对他们收到的产品更加挑剔。这个人住在圣地亚哥。大部分非员工都住在加利福尼亚，其中一个住在德克萨斯，他们都早在12月初下订单购买了基础款的双驱Cybertruck，交付将于1月底开始。

Before we start speculating on what's up with Hertz selling their Teslas, let's have a listen to the CEO. The reality here is that we're experiencing the consequence of a material price decline in Teslas but in EVs more generally. At the beginning of this year, when Tesla took down the price of their cars, residual price falls, depreciation goes up, that's obviously a cost to the business. We need to face that reality. Tesla did what they did for reasons that are presumably good for their company but we just need to adjust to the reality of what the cost input is of this car and so we've made this move to really put ourselves back on track.

在我们开始猜测赫兹公司为何销售他们的特斯拉之前，让我们听一下首席执行官的看法。这里的现实情况是，特斯拉的价格下降对特斯拉品牌和整个电动汽车市场的价值产生了影响。今年年初，特斯拉降价之后，车辆的残值下降，折旧增加，这显然对公司造成了成本。我们需要面对这个现实。特斯拉出于可能对该公司有利的原因采取了他们的行动，但我们需要适应这款车的成本负担，所以我们做出了这个决定以将自己重新拉回正轨。

It's interesting to note, Jim, that demand for our product is real and is sustaining. What we put in our AK as an indication of what happened in the fourth quarter, demand was there, revenue was in line with what expectations were on a seasonal basis. The issue I'm addressing is one of our cost base and the influence that EVs have had on that cost and there are certain circumstances like price decline, like residual decline and depreciation that's out of our control but you need to react to it and we're reacting to that. So that's interesting because originally the case, the thinking was this will be a nice way for people to experiment. Did that happen or did it happen and it is happening? It's just not happening at a level of demand that justifies us maintaining a fleet of this size at this moment in time.

吉姆，有意思的是，我们的产品需求是真实的并且可持续。根据我们在AK中所揭示的四季度情况，需求存在，收入也与按季度预期相符。我要解决的问题是我们的成本基础以及电动汽车对成本的影响，还有一些不受我们控制的因素，比如价格下降、残值下降和折旧。但你需要对此做出反应，我们正在做出反应。这很有趣，因为最初的想法是人们可以通过这种方式进行尝试。这是否发生了？还是正在发生？只是需求水平还不足以使我们维持这样规模的车队。

You know Carl, the one thing I would say is that at some point the reality of EVs and Teslas being the best-selling car will at some point render them the best rental car. It's not yet so we may have been ahead of ourselves in the context of how quickly that will happen but that will happen and I think in the end we're in the business of giving consumers choice. We're including in that choice electric vehicles and there is a significant component of our customer set that are still paying us a premium for these. It's just not at the level of demand that we anticipated. I would point out that our joint venture and the demand we have with Uber is proving very successful and has grown as I talked about on our third quarter call by as much as 50%.

你知道卡尔，有一点我想说的是，电动汽车（EVs）和特斯拉最终成为畅销汽车的现实将最终使它们成为最佳租车选择。现在还没有到那个时候，所以我们可能过于超前地估计了这一进展的速度，但这一点将实现，我认为最终我们的业务是为消费者提供选择。我们在这个选择中包括了电动汽车，而我们的客户群中有很大一部分仍然愿意为此支付溢价。只是需求还没有达到我们预期的水平。我想指出我们与优步共同合作的需求非常成功，并且在我们第三季度的通话中增长了高达50%。

There you have it direct from the source. A silver lining, if anybody out there is looking for a deal on a used Tesla, Hertz Car Sales dot com has some for around $20,000 which means they qualify for the used EV credit under $25,000 of $4,000 if you personally qualify. If you plan to go this route I would encourage you to make sure that you or somebody you know is able to inspect one of these vehicles pretty thoroughly, double check everything with a warranty etc.

这就是消息的底线了。如果有人正在寻找一辆二手特斯拉的交易，那么这是一个积极的一面。Hertz汽车销售网站上有一些售价约为20000美元的二手特斯拉，这意味着它们符合二手电动汽车税收减免标准（价值低于25000美元，可获得4000美元的减免），如果你个人也符合资格的话。如果你打算选择这条路线，我鼓励你确保自己或认识的人能够对这些车辆进行彻底检查，与保修等方面仔细核实所有事项。

Yes this means Hertz will be unloading roughly one third of its current EV fleet but to be clear it's not just Teslas that they're selling, they're also selling Kia EV6's Chevy bolts and some others. There's Nissan Leafs for sale as well as some BMW i3's. In addition to the business aspect and the margins that the CEO touched on you have to think about the consumer side and their experience as well. Example I rented a Model 3 last year it was a miserable experience. Did everything by the book? Did it two to three weeks in advance? Did the pre-check in and everything? When I got to the location they told me they did not have any Teslas available to rent. Not only was I not able to just get in my Tesla and be on my way but I had to wait in line for around 45 minutes and then once I talked to somebody that was back and forth for another 30 minutes before they had any idea what was going on. Long story short eventually I was able to get my Tesla Model 3 that I rented but it was a nightmare to do so.

是的，这意味着赫兹将出售大约三分之一的现有电动车队，但需要明确的是，他们出售的不仅仅是特斯拉，还有起亚EV6、雪佛兰Bolt和其他一些车型。有一些尼桑叶子也在出售，还有一些宝马i3。除了首席执行官提到的商业方面和利润率，你还必须考虑消费者方面和他们的体验。举个例子，去年我租了一辆Model 3，那是一个糟糕的经历。按照规定做了一切，提前两到三周预订了车辆，做了提前登记等等。但当我到达指定地点时，他们告诉我他们没有任何特斯拉可供租赁。我不仅仅不能立即上路，而且还不得不在队伍中等待大约45分钟，然后一谈话，又耗费了另外30分钟，他们才弄清楚情况。长话短说，最终我成功租到了我的特斯拉Model 3，但过程简直是一场噩梦。

I also think Hertz needs to change its policy when it comes to charging the vehicle before you drop it off. Why can't Hertz just do that themselves when the customer drops off the vehicle? Raise the prices a bit if you have to. For people that want to catch a flight in a foreign city the last thing they want to think about before dropping off the rental is where am I going to go charge this? Speaking of foreign cities the last thing the average consumer wants to do is learn how to drive a vehicle in that foreign city that they're not familiar with and most likely will not get a tutorial on how to use before they leave.

我也认为赫兹在客户归还租车时需要改变充电政策。为什么赫兹不能自己在客户归还车辆时充电呢？如果必要的话，可以稍微提高价格。对于想要在外国城市赶飞机的人来说，在归还租车之前，他们最不想考虑的就是去哪里充电。说到外国城市，普通消费者最不想做的就是在不熟悉的外国城市驾驶车辆，并且很可能在离开前不会得到如何使用车辆的指导。

Don't misunderstand me I'm not at all glossing over the higher repair costs or the lack of demand for these EVs from Hertz I'm just adding a bit more context in that there's probably much more to the story than what the CEO was leading on.

请不要误解我，我并没有完全忽视更高的维修成本或赫兹对这些电动车的需求不足，我只是想为这个故事添加更多背景信息，告诉大家CEO所说并不是全部。

Namely the general public just not being educated enough and not having confidence in renting an EV. I'd also add some level of rental fleet turnover is always going to be the case. These rental companies don't want to hold a vehicle whether it's EV or ICE outside of the warranty for obvious reasons.

换句话说，普通大众对租赁电动汽车的了解不够，并且缺乏信心。我还要补充说明，租赁车队的一定程度的更替始终是存在的。出于显而易见的原因，这些租赁公司不想在保修期外拥有任何一辆车，无论是电动汽车还是传统内燃机汽车。

For now there's no clear word on how this is going to change Hertz and their plans to eventually own 100,000 Tesla vehicles which was the first order number. Long term I certainly think that original order will be fulfilled it just may take an extra few years.

目前尚无明确的消息说明这将如何改变Hertz以及他们计划最终拥有10万辆特斯拉车辆的计划，这是最初的订单数量。从长远来看，我确信原始订单将会得到满足，只是可能会延迟几年。

You know what I've always found to be interesting it's the people that choose to spend we'll call it $100 a month on things like Starbucks, energy drinks, Diet Coke, but then they choose to draw the line when it comes to something like AG1 the sponsor of this video. And listen I know it seems like everybody and their brothers are now talking about AG1 which based on human psychology can actually start to turn us off to something.

你知道吗，我一直觉得有趣的是，有些人选择每个月花大约100美元在像星巴克、能量饮料、健怡可乐这样的东西上，但当涉及像AG1这样的视频赞助商时，他们却选择划定界限。我知道看起来好像现在每个人都在谈论AG1，而根据人类心理学，这实际上可能让我们对某件事产生反感。

Putting our wiring aside it's pretty simple. Our bodies just work better when it's continually fed certain vitamins and minerals. And one most people don't eat balanced diets even if they think they do and two you can't really debate that the quality in the food industry is worsening in favor of greed I mean of profits.

抛开我们的生物构造，问题还是相当简单的。当我们持续摄入某些维生素和矿物质时，我们的身体就能更好地运作。大多数人即使自认为饮食均衡，实际上并非如此；此外，也无法否认食品行业的贪婪追逐利润导致食品质量正在恶化。

Plus I happen to believe that people like Andrew Huberman and Peter Itia would not choose to associate and join the advisory board of AG1 if they didn't plan to bring their same rigorous scientific approach to AG1.

再加上，我巧合地相信，如果安德鲁·休伯曼和彼得·伊蒂亚不打算将他们严谨的科学方法应用于AG1，他们是不会选择与之建立联系并加入其咨询委员会的。

In the winter months vitamin D can be essential for maintaining energy levels so the free one year supply of vitamin D3K2 if you use my link below maybe exactly what you need. You can also get five free travel packs at drinkag1.com slash electrified.

在冬季，维生素D对于保持能量水平可能非常重要。如果您使用我下面的链接，您可能正需要这一年免费的维生素D3K2供应。您还可以在drinkag1.com/electrified处获取五个免费旅行包。

This is one of those goofy studies so we won't stick here long but AutoTrader UK did a study showing the most popular EVs that have been featured in movies, tv shows and music videos. Three of the top five vehicles in terms of number of appearances are Teslas, the Model S3 and X. No surprise pretty interesting given what Hollywood promotes.

这是一个有趣的研究，我们不会在这里停留太久，但是AutoTrader UK进行了一项研究，展示了在电影、电视节目和音乐视频中出现最多的电动汽车。在出现次数最多的前五辆车中，有三款特斯拉，分别是Model S、3和X。这并不令人意外，考虑到好莱坞的宣传方式，这非常有趣。

The Model 3 Plus is now available for order in Taiwan but interestingly this vehicle will come to this market from Fremont, not Shanghai. Despite that proximity it's due to geopolitical tensions for now no estimated delivery dates.

Model 3 Plus现已可以在台湾订购，但有趣的是，这辆车将从弗里蒙特而非上海进入该市场。尽管如此，由于地缘政治紧张局势的影响，暂时还没有预计交付日期。

As Sawyer pointed out Fremont factory tours are now back in the referral program for 15,000 credits. Waymo announced this week in Phoenix they're ready to take on the freeways a new endeavor for the company. They're going to start by offering driverless rides to just employees and their friends then eventually paying passengers will have this option.

正如索耶指出的那样，弗里蒙特工厂旅游现在已经加入了推荐计划，可获得15,000积分。Waymo本周在菲尼克斯宣布他们准备进军高速公路，这是该公司的一个新尝试。他们将首先为员工及其朋友提供无人驾驶乘车服务，然后渐进地为付费乘客提供这个选项。

Waymo may not be scaling quickly they may not be making money but at least a little credit is due for them staying out of the headlines and taking things with a bit of caution. How long can they burn cash is anybody's guess but at least to date they have not gone the way of cruise which is great to see.

Waymo可能没有快速扩张，可能也没有盈利，但至少应该给他们一些赞许，因为他们避免了负面新闻，并谨慎地进行事务处理。他们还能够持续烧钱的时间无人能知，但至少到目前为止，他们没有像Cruise那样遭遇困境，这是一个好的迹象。

We don't know how much of a pay increase but all production associates material handlers and quality inspectors at Teslas Fremont California factory are getting a quote market adjustment pay increase and with that boost Tesla becomes the latest non-union auto maker to raise pay in the month since the UAWs win over the big three automakers.

我们不知道加薪幅度是多少，但特斯拉位于加利福尼亚弗里蒙特工厂的所有生产助理、物料处理员和质检员都将获得市场调整加薪。通过此举，特斯拉成为继美国汽车工人联合会（UAW）在大三汽车制造商中赢得胜利后，最新一家提高薪酬的非工会汽车制造商。

Now this factory in California it employs more than 20,000 workers and Bloomberg News has reported that employees at that plant have formed a UAW organizing committee Tesla perhaps responding to that pressure.

现在这家位于加利福尼亚的工厂雇佣了超过20,000名工人，彭博新闻报道称该工厂的员工已组建了一个UAW（美国联合汽车工人联合会）组织委员会，特斯拉或许是在回应这种压力。

According to the Nikkei Asia for all of 2023 in the Chinese auto market pure battery powered and plug-in hybrid vehicles made up a 31 percent market share or 9.49 million units. Sales data suggest consumers are increasingly demanding various types of hybrid vehicles.

根据《日经亚洲》报道，2023年整个中国汽车市场中，纯电动和插电混合动力车型占据了31%的市场份额，即9.49 million辆车。销售数据表明，消费者对各种类型的混合动力车型的需求正在日益增加。

Fully electric Mercedes-Benz passenger car sales were 222.6 thousand units for 2023 or 11 percent of their overall sales. That number jumped to 19 percent a bend including plug-in hybrids at least relative to some of the other legacy companies these are respectable figures.

2023年，梅赛德斯-奔驰全电动乘用车的销量为22.26万辆，占其整体销量的11%。考虑到插电混合动力车型的影响，这一数字增长到了19%。相对于其他一些传统车企，这些数字可以算得上是非常可观的。

It looks like 2024 is going to be the year Tesla passes Audi in terms of global car sales. That's because for 2023 Audi sold 1.89 million just ahead of Tesla's 1.81 million. Fun fact in 2023 globally Tesla sold more EVs than Audi, Mercedes and BMW combined.

看起来2024年将是特斯拉超越奥迪在全球汽车销量方面的一年。这是因为在2023年，奥迪销量为189万辆，略高于特斯拉的181万辆。有趣的是，在2023年，特斯拉在全球销售的电动汽车数量超过了奥迪、奔驰和宝马的总和。

Lucid announced their Q4 production and deliveries produced 2,391 delivered at 1,734. I'd love to get Corey Stuubens take on all of this since he transferred to Lucid but for the year they delivered 6,001 vehicles and produced 8,428 not up very much at all from 2022.

Lucid宣布了他们第四季度的生产和交付情况，生产了2,391辆车，并交付了1,734辆。我很想听听Corey Stuubens对这一切的看法，因为他已经转到了Lucid，但就整年来看，他们交付了6,001辆车，生产了8,428辆，与2022年相比增长并不多。

Add in the fact that throughout the second half of 2023 Lucid was offering discounts and incentives and that's not a rosy picture right now for Lucid. It is true this production figure actually met Lucid's adjusted production guidance but let's not forget back summer of 2022 they were actually guiding for 14,000 units produced for 2022.

此外，我们还需要考虑到2023年下半年，Lucid一直在提供折扣和激励措施，这对于现在的Lucid来说，并不是一个乐观的景象。虽然这个产量数字确实与Lucid调整后的产量指导相符，但我们不要忘记在2022年夏季，他们实际上对2022年的生产量指导是14,000辆汽车。

You know how I said X-Pang has been talking about making flying vehicles well now they're saying it'll be available for pre-order in the fourth quarter of this year. That does not mean this is entering production anytime soon it could be years later if ever. Just wanted to pass this along though because I saw a comment somebody said I didn't know Trevor Milton landed a new job. That is a top tier comment in my book.

你知道我之前说过X-Pang一直在谈论制造飞行器，现在他们说这将在今年第四季度开始接受预定。但这并不意味着它很快就会进入生产阶段，可能还要多年，甚至可能永远不会实现。只是想告诉大家，因为我看到有人评论说我不知道特雷弗·米尔顿有新工作了，我觉得那是一个顶级评论。

Subaru plans to leapfrog ahead in the EV race thanks to a new R&D and design center. Executives say this will have product development lead times and cost while also enabling it to have the number of parts used and required production processes. Last year Subaru sold 14,000 EVs worldwide including 8.8,000 in the United States out of 852,000 delivered globally. Subaru plans to roll out four fully electric crossovers by the end of 2026 but for now the only one that's available is the Subaru Solterra which is effectively the same vehicle as the Toyota BZ4X just with different badging.

斯巴鲁计划通过新的研发与设计中心在电动汽车领域实现领先。高管表示，这将缩短产品开发周期和成本，同时使其在零部件使用数量和生产流程方面也能取得优势。去年斯巴鲁在全球销售了14,000辆电动汽车，其中在美国销售了8,800辆，全球交付量为852,000辆。斯巴鲁计划到2026年底推出四款全电动跨界车型，但现在唯一可用的是斯巴鲁Solterra，它实际上与丰田BZ4X是同一款车型，只是徽标不同。

Today we're hearing that Tesla will suspend most car production at Gigabirlin from January 29th to February 11th suiting a lack of components due to shifts in transport routes because of attacks on vessels in the Red Sea. In a statement Tesla said the armed conflicts in the Red Sea and the associated shifts in transport routes between Europe and Asia via the Cape of Good Hope are also having an impact on production in Grunhaida. The considerably longer transportation times are creating a gap in supply chains, the extra route adds about 10 days in a journey from Asia to Northern Europe and about 1 million dollars in extra fuel. Given a day or two to ramp back up production from most of it being shut down for about two weeks that could be a production loss of anywhere between 7 to 10 thousand vehicles for Tesla in quarter one. This also serves as a really good reminder that there are plenty of things that are out of Tesla's control.

今天我们得知，由于运输航线发生变动并受到红海船只遭受攻击的影响，特斯拉将于1月29日至2月11日期间暂停吉卜贝林工厂大部分汽车生产。特斯拉在声明中表示，红海地区的武装冲突和相关运输航线的转移也对格伦海达工厂的生产产生了影响。长时间的运输时间导致供应链中出现了断崖式缺口，额外的航线导致从亚洲到北欧的旅程增加了约10天，并增加了约100万美元的燃料支出。考虑到需要花费一两天来恢复大部分关闭了约两周的生产线，特斯拉在第一季度可能会损失7到10万辆车辆的生产量。这也提醒我们，特斯拉有很多事情是无法控制的。

Check this out. Now this is actually being built by Elon Musk and Tesla. This is the beginning of the building and it's going to be open before the end of the year. That actually is going to be a restaurant. I've seen artists renders of what this is going to look like. They're going to put a movie screen over here and another one over here. That parking lot is going to be filled with superchargers for those Teslas and they're going to be serving food and I heard rumors that the waitstaff is actually going to be rolling around on roller skates. How freaking cool is that? Now this is all going to be happening here within the year. This is happening on Santa Monica Boulevard and that's going to be the Cross of Orange. This used to be the old Shaky's. Hopefully they'll do a nod and at least have some mojo potatoes in there for some of those food things. But again, this is not just for Teslas. Now it is owned by Tesla. It is an Elon Musk thing but they're saying that the charging stations are going to be here for all electrical vehicles.

请看这个。现在，这个项目由埃隆·马斯克和特斯拉公司实际建设。这是建筑的初期阶段，将在年底之前开放。实际上，这将是一家餐厅。我已经看过艺术家们对它的渲染图像了。他们会在这里放一个电影屏幕，另一个屏幕会放在这里。停车场将会被特斯拉的超级充电器填满，并且他们将提供食物。我听说服务员们会穿着轮滑鞋四处滑动。这多酷啊！所有这一切都将在一年内实现。这将发生在圣塔莫尼卡大道上，将成为橙色十字路口。这原来是旧的Shaky's餐厅。希望他们能表示一下敬意，至少在那里提供一些特色食物，比如Mojo土豆。但再次强调，这不仅仅是为了特斯拉。尽管该项目由特斯拉公司拥有，由埃隆·马斯克主导，但他们表示充电站将适用于所有电动车。

So don't forget check out AG1 linked below and try it for yourself if you have the means. 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.

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