Expert Raves About Tesla's Dominance / Semi Factory Underway / Cybertruck Towing ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my newest patrons, Lafe J and GodW. Thank you for choosing to support the channel. I've decided to put the daily Tesla stock and any macro commentary at the end of each video. Think that'll be a nice way to encapsulate each day's news. As always, timestamps will be below.

欢迎来到《电动世界》，我是主持人迪伦·卢米斯。快速向我的最新赞助者Lafe J和GodW致以问候。感谢你选择支持该频道。我决定将每日特斯拉股票和宏观评论放在每个视频的最后，这将是一个很好的方式来概括每天的新闻。如往常一样，时间戳将置于下方。

Heinrich Zane on X did some good work and he found out that they had an unofficial groundbreaking event for Tesla's new dedicated Tesla semi-production line on Wednesday, January 17th. This was not a groundbreaking ceremony that was open to anyone in the public. The word is it was just for Tesla employees, but the main takeaway, as you can see in this shot right here, ground is officially being moved roughly one year after the announcement of this new Tesla semi-factory. This is supposed to be a $3.5 billion expansion with potentially two facilities, one for semi-production, one for 4680 production, and it's supposed to add around 4 million square feet. The official guidance on Tesla semi-production in volume has always been toward the end of 2024, so hopefully we see progress move quickly over the next few quarters and they can hit that goal.

在X上，海因里希·赞恩（Heinrich Zane）做了一些不错的工作，并发现他们在1月17日星期三举行了一个非官方的为特斯拉新专用半卡生产线奠基的活动。这不是一个对公众开放的奠基仪式。听说这只是为特斯拉员工举办的活动，但正如你在这张照片中所见，地基已经开始移动，距离宣布新特斯拉半卡工厂已经过去了大约一年。这应该是一项价值35亿美元的扩建计划，可能包括两个设施，一个用于半卡生产，一个用于4680电池生产，并且预计新增约400万平方英尺的面积。特斯拉对半卡生产的官方规划一直指向2024年底，希望在接下来的几个季度能够迅速取得进展，达到这个目标。

Sawyer shared a walkthrough of what you actually see when you go to place an order for a foundation series cyber truck. I just wanted to highlight the range extenders estimated to cost $16,000 and they're saying production should begin late 2024.

索耶尔分享了一份步骤指南，解释了当你下订单购买一辆基金会系列的赛博卡车时，你实际上会看到什么。我只是想强调一下增程装置的预计价格为16,000美元，他们表示生产预计会在2024年末开始。

Alexandra has been doing a great job on ex-checking with Tesla careers and new job postings. Here, she shared one for a radar signal processing engineer, just wanted to add two things. One, remember, if Tesla adds back a radar to the vehicles, it's most likely going to be a high definition radar, which is actually very different than what they used to have. That would presumably be for exterior purposes, but right now Tesla does actually have an interior cabin radar for occupant sensing. I think the most important takeaway with this one is that behind the scenes, Tesla is still testing and developing new algorithms for multiple different sensing technologies, including radar, ultrasonics, GPS, and IMUs to enable autopilot features. So just because they're testing and developing maybe cross-referencing different technologies does not mean that these will definitely end up in a Tesla vehicle, although many indications have pointed to Tesla bringing back an HD radar at some point. Some Tesla hardware for vehicles over the past year did end up with this HD radar that's called Phoenix, but it was mostly just SNX vehicles and as far as we know, new model-wise do not have it.

Alexandra在与特斯拉的职业和新工作发布进行出色的协调检查方面做得非常出色。在这里，她分享了一个雷达信号处理工程师的职位，只是想补充两件事情。首先，要记住，如果特斯拉会为车辆重新安装雷达，那很可能会是高清晰度雷达，与他们过去使用的雷达非常不同。那很可能是为了外部用途，但现在特斯拉实际上已经有了用于乘客感应的车内雷达。我认为这个最重要的要点是，在幕后，特斯拉仍在测试和开发多种不同的感应技术的新算法，包括雷达、超声波、GPS和IMU，以实现自动驾驶功能。因此，仅仅因为他们正在测试和开发可能会交叉参考不同技术，并不意味着这些技术一定会出现在特斯拉车辆上，尽管很多迹象表明特斯拉可能会在某个时候重新启用高清晰度雷达。过去一年，特斯拉的一些车辆硬件确实配备了这种名为Phoenix的高清晰度雷达，但大多数只有SNX型号的车辆有，据我们所知，新型号的车辆没有。

Alexandra also highlighted 30 new Dojo jobs for Palo Alto, California, at least, some of which are new in the past week. Between those new jobs at Palo Alto and what we've heard that Tesla is working on a bunker-like structure at Gigah Austin, also for Dojo and a new data center, clearly Tesla is doing what it can to eliminate one of the main bottlenecks right now for autonomy, which is compute power.

Alexandra还特别强调了加利福尼亚州帕洛阿尔托的30个新的道场（Dojo）工作职位，其中至少有一部分是在过去一周内发布的。通过这些在帕洛阿尔托的新职位以及我们听说特斯拉正在奥斯丁的Gigah地区建造一个类似地下掩体的结构，用于Dojo和一个新的数据中心，可以清楚地看出特斯拉正在尽其所能消除当前自动驾驶的主要瓶颈之一——计算能力。

As was highlighted by Charlie Ballello, the average price of a used Tesla has dropped for 18 months in a row, now sits at $35,844, down 47% from the all-time highs in the summer 2022. We already covered the different reasons for this phenomena, so I won't repeat myself there, but I did see people mentioning the Hertz situation and them offloading some of their EVs. Bear in mind, it may only be a few hundred or a few thousand Teslas that are actually being sold, around $20,000 or less. Over the next few weeks, that could have some impact, but it may not be as material as some people are thinking. One other thing to keep an eye on when it comes to Tesla's Q1 earnings are going to be the shipping cost right now from Asia to Europe, already with what's going on in the Red Sea, the prices have effectively doubled in a very short amount of time. Just last week, we talked about how an industry expert was saying there's no real end to this fighting in sight at the Red Sea, so something to keep an eye on.

正如Charlie Ballello指出的那样，特斯拉二手车的平均价格连续18个月下降，目前为35,844美元，较2022年夏季的历史高点下跌了47%。我们已经谈论过这种现象的不同原因，所以我就不再重复了，但我看到有人提到赫兹公司正将一些电动车投放市场。请记住，实际上只有几百辆或几千辆特斯拉被售出，价格在20,000美元以下。在接下来的几周里，这可能会有一些影响，但可能没有一些人想象中的那么重要。另外，在谈到特斯拉的第一季度收益时，还要密切关注目前从亚洲到欧洲的运输成本，由于红海地区的局势，价格在短时间内有效翻了一番。就在上周，我们谈论到一个行业专家说红海地区的争斗没有真正的结束迹象，所以这是值得关注的事情。

As Sawyer pointed out, if you're looking at a three year lease for a Model Y, right now Tesla has roughly 8% cheaper Model Y lease options. The monthly prices are down anywhere from 20 to $39 per month, and this is with only $3,500 down compared to 4,500 before.

正如索耶尔指出的，如果你正在考虑租用一辆Model Y三年期，目前特斯拉的Model Y租赁选择大约便宜8%。每月租金减少了20至39美元，而且只需支付3,500美元的首付，之前的首付为4,500美元。

Auto line just put out a really good video with the CEO of CARESoft. If you're not familiar, think of them like Monroe Live. They do tear downs and they mainly focus on the design of vehicles. They've bought Model Y's from all different factories around the world. They've been studying Tesla closely now for many years, and they talked direct to some of the biggest OEM players in the industry, and we got some great insight.

Auto Line刚刚发布了一个与CARESoft首席执行官的非常好的视频。如果你对他们不太熟悉的话，可以把他们当作像Monroe Live那样的机构。他们进行汽车解析，主要关注车辆设计。他们从世界各地的不同工厂购买了Model Y，多年来一直密切关注特斯拉，并与行业中一些最大的原始设备制造商进行了直接对话。我们得到了一些很棒的见解。

Going back to France principles, and when we look, let me give you an example of how we think the leaders think. And here in this case, the leaders undoubtedly Tesla. So when they came out of the vehicle with no floor, what the question I think they asked was, hey, why do we have floor, and why do we have under a piece of metal on the top of the battery, and two pieces of metal with some air in between? Why can't we replace it at one? So they ask these fundamental questions.

回到法国的理念，让我们来举个例子，展示我们认为领导者的思考方式。在这个例子中，毫无疑问，领导者是特斯拉。所以当他们拿出没有地板的车辆时，我认为他们问的问题是，嘿，为什么我们需要地板？为什么在电池顶部需要一块金属和两块金属之间夹着一些空气的部件？为什么我们不能将其替换为一体呢？所以他们问了这些根本性的问题。

We have laid out all three assembly lines. That is the legacy OEMs assembly line, the Tesla Y assembly line, and the future Tesla assembly line. And we care from a financial perspective, and with Tesla's announcements that they want to build 20 million vehicles by 2030. The savings in investing, just in manufacturing plant investment is around $11 billion, and that's based on the amount of equipment that they have purchased in Austin, which they have filed with the county in Austin for their manufacturing, for their building permits.

我们已经布置好了全部三条生产线。这包括了传统汽车制造商的生产线、特斯拉Y的生产线以及未来的特斯拉生产线。我们对此非常关注，尤其是考虑到特斯拉计划在2030年前制造2000万辆汽车的宣布。单单在制造工厂投资方面，他们的节省就达到了约110亿美元，这是基于他们在奥斯汀购买的设备数量，他们已经向奥斯汀县提出了建设许可申请。

We've talked in the past, and Tesla has said in the past how this new unboxed manufacturing process is going to save Tesla billions, but it's great to hear an unbiased third party saying the same thing. Matthew, the CEO, was saying how there are some OEMs that are eager to work with Kairsoft and to buy the data from them to try to learn what they need to do to compete with Tesla going forward. He also said there were a number of OEMs that don't even think the unboxed method is going to be possible, and understandably with that framework, they're reluctant to even try it. Matthew also reiterated Tesla's advantage when it comes to having green field sites, meaning they're oftentimes starting with brand new manufacturing footprints, not having to deal with a brown field site, which is an existing plant. Right now, Kairsoft is in the process of trying to figure out, do the modeling in the simulation, to see if this unboxed method can even work with a brown field site.

我们以前曾讨论过，特斯拉过去曾表示这种新的非包装制造过程将为特斯拉节省数十亿美元，但听到一个没有偏见的第三方也说了同样的话还是很好。首席执行官马修说有一些原始设备制造商急于与凯软合作，并购买他们的数据，试图了解为了与特斯拉竞争他们需要做些什么。他还说有许多原始设备制造商甚至不认为非包装方法是可能的，可以理解，在这种框架下，他们不愿尝试。马修还再次强调了特斯拉在拥有"绿地"工厂方面的优势，这意味着他们通常从全新的制造基地开始，而不需要处理现有的"棕地"工厂。目前，凯软正在努力研究，进行模拟建模，看看这种非包装方法是否可以适用于现有的"棕地"工厂。

My two main takeaways from this video are this. Number one, Matthew highlighted many of the reasons that are actually going to allow Tesla to build a $25,000 EV and do so profitably. He then encapsulated Tesla's advantage pretty well by saying legacy OEMs are currently thinking in terms of incremental improvements, whereas Tesla is thinking in terms of exponential improvements. He also emphasized the need for automakers to move fast with how much is changing in the auto industry right now, and as we watch companies like Ford, Toyota, and GM, they're not exactly moving fast. Matthew confirmed it's really only Tesla and BYD and some other Chinese automakers that are actually moving fast when it comes to manufacturing innovations. Forget the auto industry mindset. This is part of the unlearning that I had to do.

这个视频给我的两个主要启示是这样的。第一，马修强调了许多原因，这些原因实际上将使特斯拉能够以盈利的方式建造一辆价格为25,000美元的电动汽车。他还很好地概括了特斯拉的优势，即传统汽车制造商目前只考虑渐进改进，而特斯拉则着眼于指数级的改进。他还强调了汽车制造商在当前汽车行业发生了多么大的变化时需要快速行动，而我们观察到的福特、丰田和通用等公司并没有快速行动。马修确认，实际上只有特斯拉、比亚迪和一些其他中国汽车制造商在制造创新方面真正行动迅速。忘掉传统的汽车行业思维方式吧，这是我不得不放弃的一个部分。

It does not think like an automobile company. They think like this iPhone here, every day make a change. Okay, so that's why if you see the three, they have a new highland which we have already toned down, which has a different shape. But if you look, the vehicle is changing every day, it's continuously improving. They don't have the, because they don't have a dealer network, they don't have to, like one of the reasons why at least I felt it, when I came from we had model errors and we had release dates for new changes, coordinated changes at a particular point in time and years, because we had to train, if we made a change every day, just imagine the nightmare with the dealer network.

它不像一个汽车公司那样思考。他们像这款iPhone一样思考，每天都在进行变革。所以，如果你看到这三个，他们有一个我们已经冷静下来的新型号，形状不同。但是如果你看，这辆车每天都在变化，不断提升。因为他们没有经销商网络，他们不需要像至少我觉得的那样，从我们那里过来，我们需要为新的变化、协调变化的发布日期进行培训，因为如果我们每天都进行变化，想象一下与经销商网络的噩梦。

So one vehicle would be this and next vehicle and the technician would look and say, look at this, oh yeah, everything is different. So because they don't have a dealer network and they're such a technology enabled company, I envision that they have systems where every vehicle serial number maybe even has its own service manual or description and so on. So they're the resistance to implement change is very less. So they don't have this mindset of model, they have changed, it's a continuous improvement. And if you look, they went from two piece giga casting on the Y to a single piece to two gig castings and no floor, they did that in 24 months. Okay, that's what they did that in 24 months.

那么一辆车就是这样的，下一辆车技术员再看时会说：“看这个，哦对，每样东西都不一样。”因为他们没有经销商网络，同时又是一个技术驱动型的公司，我想他们可能会有系统，每个车辆序列号甚至可能都有自己的维修手册或说明书等等。所以他们对于实施改变的抵抗力很小。他们没有坚守模式的思维，而是持续改进。如果你看一下，他们从Model Y的两块Giga铸件转变为一块，再到两块铸件，还有无底板，他们在24个月内就完成了这个。好的，他们在24个月内完成了这个。

A leg or even less, because we get the vehicles and we, with the legacy OEM, I don't know, some of them may not even able, may not even be able to make the decision in 24 months. Matthew did touch on the unboxed process, paving the way for robots to play a significant role in the manufacturing process. And he posed the question right now that the market may be asking, are these OEMs going to survive in 10 years, not just the next three years? The full video will be below.

一个腿或者更少，因为我们拥有这些车辆，并且与传统汽车制造商合作，我不知道他们中的一些是否有能力在24个月内做出决策。马修提到了无人化的过程，为机器人在制造过程中扮演重要角色铺平了道路。他提出了一个现在市场可能会问的问题，那就是这些汽车制造商是否能在十年内生存下来，而不仅仅是未来三年？完整的视频将附在下面。

If you're looking at the Tesla Model Y, you need to look at the Ford Mustang Mach 8. It takes you where you need to go, where you wanna go. It has a lot of storage. 59.7 cubic feet in the back, 4.7 cubic feet in the front. Almost every EV feels quick. In unbridled mode, this is a different kind of quick. Mustang quick. You can also charge it a bit home, or take advantage of the Blue Overcharge Network, the largest public charging network in North America. Stay connected to the Mustang Mach 8 from almost anywhere, through the Ford Pass mobile app. Did you lock the car? Right.

如果你在考虑特斯拉Model Y，那你也需要看看福特野马Mach 8。它会带你去你需要去的地方，想去的地方。它有很多储物空间。后部有59.7立方英尺，前部有4.7立方英尺。几乎每辆电动车都感觉很快。在无限制模式下，这是一种不同的快感。野马级别的速度。你也可以在家里给它充电，或者利用蓝色超充网络，这是北美最大的公共充电网络。通过福特Pass移动应用，你几乎可以从任何地方与野马Mach 8保持连接。你锁车了吗？没错。

Now, when you get back into the Model E, your phone can wirelessly connect to a center touchscreen with Android auto compatibility. You can't do that in the Model Y. And with Ford Blue Cruise hands-free driving, you can let go of the wheel and hold on to what matters. Still considering the Model Y, this is the kind of EV you want, the kind of Mustang you want. What do you think? If a Ford customer was not considering a Model Y before, they might be now.

现在，当您重新进入Model E时，您的手机可以与具有Android自动兼容性的中央触摸屏无线连接。在Model Y中无法做到这一点。而且通过福特蓝色巡航的无需手动驾驶，您可以放开方向盘，抓住重要的事情。如果您仍在考虑Model Y，那么这就是您想要的类型的电动汽车，也是您想要的野马。您认为呢？如果以前的福特客户没有考虑过Model Y，他们现在可能会考虑了。

Honestly though, the head-to-head comparison for the Mach 8 to the Model Y is a very tough one for Ford, especially given the Model Y qualifying for tax credits. All in all, I did think it was a solid ad given what Ford has to work with. It just goes to show how much market and mind share the Model Y is actually occupying. And touting the Blue Overcharge Network as the largest public charging network in North America is some creative semantics if I've ever seen it.

说实话，对于Mach 8和Model Y的正面比较对于福特来说非常困难，尤其是考虑到Model Y有资格获得税收减免。总的来说，考虑到福特所面临的情况，我认为这是一个很不错的广告。这只是显示了Model Y实际上占据了多大的市场份额和消费者心智。而将蓝色超充电网络吹嘘为北美最大的公共充电网络，如果我没记错的话，这是一种有创意的语义解释。

We just highlighted how Tesla would be featured at the Montreal Auto Show. We also have Tesla with some vehicles on display at the Washington Auto Show, also from January 19th to the 28th. In case anybody is in the DC area, wanted to ensure it was on your radar. Jerry Rig everything just posted a video towing 11,000 pounds with the Cybertruck. Fast forward to the results. He got about 90 miles of range going from 100% state of charge down to 2%. For context, he did a very similar test with the Rivian. The Rivian made it 109 miles.

我们刚刚强调了特斯拉将在蒙特利尔车展亮相。我们也有一些特斯拉车辆在华盛顿车展上展示，展期从1月19日到28日。如果有人在华盛顿地区的话，想确保你注意到了这个消息。Jerry Rig Everything刚刚发布了一段Cybertruck拖曳11,000磅的视频。直接跳到结果，当从100%充电状态降至2%时，它的续航里程约为90英里。为了对比，他之前还进行了一次非常类似的测试，使用了Rivian，Rivian的续航里程为109英里。

Towing 11,000 pounds isn't really a mainstream activity, but for whatever it's worth to you, he did say the Cybertruck performed slightly inferior when it comes to the Rivian and the F-150 Lightning. Those two vehicles did also offer more towing information in the user interface, but I would guess that eventually Tesla will roll out a software update, adding more information. He did say the Cybertruck is a blast to drive. It's an incredible vehicle, but the more he drives it, the more he likes his Rivian. It was 32 degrees out for this test. It was on all terrain tires. It was in all-wheel drive variant.

拖拉1.1万磅的重物并不是主流活动，但无论对你来说值不值得，他确实说Cybertruck在与Rivian和F-150 Lightning相比时表现稍逊一筹。这两款车还在用户界面中提供了更多的拖车信息，但我猜想特斯拉最终会推出软件更新，添加更多信息。他确实说Cybertruck驾驶起来很爽，是一辆令人难以置信的车，但他越开越喜欢他的Rivian。这次测试时气温为32度，使用了全地形轮胎，驱动方式为全轮驱动。

I don't think we need to go much further into the weeds, so I'll just show you the data screen. Total energy used 108 kilowatt hours. Average energy 1,193 watt hours per mile.

我认为我们不需要过多深入细节了，所以我将直接给你展示数据屏幕。总能量使用为108千瓦时。平均每英里能量消耗为1,193瓦时。

It has not been a banner week for the Tesla Supercharger Network as we have out of spec reporting on a fire at a Supercharger location. What we saw here is that there were sparks coming from that AC distribution cabinet. Looked like it was coming on the backside. It was a little hard to tell, and this site actually has two of those two features that we've been having given the scale. So many sites will have one, and you can see kind of arc flash. It's really hard to tell exactly what's going on, but it looks like something shorted out. You're getting that arc flash. It's impressive that they caught it unless it kept arcing, because normally you would just get kind of one boom, and then that would be it unless it kept making contact and kept sparking. It's hard to say exactly what happened, but maybe something worked its way loose. With thermal expansion and contraction, you can have things that work loose over time, and a lot of times those incoming connections are coming in from the bottom, and then they're just clamped. In theory, those should never come undone, but you would have gravity working against you if they did get loose, and then you could potentially have an arc of that. An incredibly rare scenario, but it was with a cabinet, not an actual dispenser or stall.

特斯拉超级充电网络这周并没有取得什么成绩，我们收到一起位于一个超级充电站发生火灾的异常报告。我们看到有火花从交流配电柜中冒出来，看起来是从背后冒出来的。由于规模较大，这个站点实际上有两个这样的功能。很多站点只有一个，而且你可以看到一些电弧闪光。很难准确判断到底发生了什么，但看起来像是有什么短路了。你看到了那个电弧闪光。如果没有一直持续电弧闪光的话，他们能及时发现真是令人印象深刻，因为通常你只会听到一声巨响，然后就结束了，除非一直有接触并不断闪光。很难说到底发生了什么，但可能是某个东西松动了。随着热膨胀和收缩，随着时间的推移，东西可能会松动，而且很多时候，进线是从底部进来，然后只是被夹住。理论上来说，这些连接永远不应该松动，但如果它们松动了，就会受到地心引力的影响，你可能会发生这样的电弧。这是一个极其罕见的情况，但发生在一台配电柜上，而不是实际的加油设备或地台。

Cadillac just announced that their halo vehicle for EVs, the Celeste has begun production. They've started building one of these units they're only gonna make between 100 and 150 each year. They have yet to begin any deliveries. These vehicles start at $340,000, but are going to go way up from there due to the level of customization that they're allowing customers. They'll have 111 kilowatt hour packs, zero to 60 in 3.8 seconds. I've seen it argued out there that GM is doing this to build up some margin in their EV portfolio, even if they get 40% margins on this vehicle, if the ASP is about a half a million dollars times 150 per year, that's $75 million in revenue per year, slap a 40% gross margin on that. That's only $30 million, so I'm not sure that really checks out. This might just be a brand builder, or just a terrible decision all around on the design, certainly not my cup of tea.

凯迪拉克刚刚宣布，他们的旗舰电动汽车--塞勒斯特已开始生产。他们已经开始组装这个型号，每年只会生产100到150辆。他们尚未开始交付。这些车的起价为34万美元，但由于他们允许顾客进行高度定制，价格还会进一步上涨。它们将采用111千瓦时的电池组，0到60英里/小时加速时间为3.8秒。有人认为通用汽车这样做是为了在他们的电动汽车产品组合中建立一些利润空间，即使他们在这款车上获得40%的利润率，如果平均销售价格大约为50万美元，每年只有150辆，那么每年的收入也只有7500万美元，再加上40%的毛利润，只有3000万美元，所以我不确定这种说法是否正确。这可能只是一个品牌建设，或者只是一个在设计上一团糟的决定，肯定不是我的菜。

This one from Ford is not news, just official confirmation, they're scaling back F-150 Lightning production. They're also moving some employees from the Rouge plant to actually ramp up production of the Bronco and the Ranger. They confirmed rather than the original 3,200 units they were planning to produce of the Lightning, they're dropping it down to 1,600 per week for 2024. Farley said, we're taking advantage of our manufacturing flexibility to offer customers choices while balancing our growth and profitability. He did mention these vehicles having access to Tesla's Supercharger network, beginning this quarter. Ford will continue to match production to customer demand. In line with this, Ford is cutting two thirds of the jobs at the Michigan plant that builds the F-150 Lightning. In April, Ford will make 1,400 workers from Rouge either retire or move to other facilities.

福特公司这次的消息并不是新闻，只是官方确认，他们正在减少F-150 Lightning的生产量。他们还将一些员工从Rouge工厂调动到Bronco和Ranger的生产线上以加快其生产进度。与最初计划生产3200辆Lightning相比，他们确认将每周的生产量降低到2024年的1600辆。Farley表示，我们利用制造灵活性为顾客提供选择，同时平衡增长和盈利能力。他提到这些车辆将在本季度开始使用特斯拉的超级充电网络。福特将继续根据顾客需求来调整生产量。与此同时，福特将在密歇根工厂削减三分之二的工作岗位，该工厂负责生产F-150 Lightning。四月份，福特将让Rouge工厂的1400名员工退休或调动到其他工厂。

Stellantis plans to launch eight EVs on a flexible new platform through 2026, starting in North America this year with Dodge and Jeep. Other brands that'll use this platform, Alpha Romeo, Chrysler and Maserati. The platform dubbed STLA will accommodate very different ground clearances for off-road and highway usage of the different products. They say the platform can house a sedan and SUV across over getting up to 500 miles of range. It'll be on a 400 or 800 volt architecture and they will have both hybrid and ice vehicles on this platform.

Stellantis计划通过一种灵活的新平台，在2026年前推出八款电动汽车，其中包括今年在北美上市的道奇和Jeep。其他将使用该平台的品牌有Alpha Romeo、Chrysler和Maserati。这个名为STLA的平台可以适应不同产品在越野和高速公路使用时的非常不同的离地间隙。他们表示，该平台可以容纳轿车和SUV，续航里程可达500英里。该平台将采用400或800伏特架构，同时还将配备混合动力和内燃机车辆。

What's that saying about jack of all trades, master of? They're also talking about securing 400 gigawatt hours of battery capacity, a massive number from six different plants in North America and Europe. Carlos Tavares, the CEO, said Stellantis, must avoid being caught in a price cut to bloodbath, which would destroy its profitability. I'm trying to avoid a race to the bottom, which means yes. I need to keep on making money to invest in more efficient solutions to reduce the cost of EVs for our middle classes, to be able to pay for them at a price where I can make profits.

关于jack of all trades, master of的说法是什么？他们还在讨论如何确保从北美和欧洲的六个不同工厂获得400 千瓦时的电池容量，这是一个巨大的数字。首席执行官卡洛斯·塔瓦雷斯表示，Stellantis必须避免陷入价格战残杀，否则将摧毁其盈利能力。我正试图避免陷入价格竞争的下限，这意味着是的。我需要继续赚钱，以便投资更高效的解决方案，降低电动汽车的成本，以使我们的中产阶级有能力以能够盈利的价格购买它们。

Some good reporting from Nicolas on the Tesla Sweden situation, Tesla has found a way to use replacement plates in a way where the customers don't actually have to order these replacement license plates. Tesla can do it themselves. So if post Nord continues to not deliver the actual plates, Tesla has found a workaround. The Swedish Transport Agency said this has never been done before this new loophole, and they were going to review the rules, but they just announced they are not going to investigate the matter further. Tesla still solving problems, thinking outside of the box.

特斯拉在瑞典的情况上，Nicolas提供了一些很好的报道。特斯拉找到了一种使用替代车牌的方式，这样顾客实际上不需要自己去订购这些替代车牌，特斯拉可以代办。因此，如果邮政继续无法交付实际车牌，特斯拉已经找到了一个变通的方法。瑞典交通局表示，在这个新的漏洞出现之前从未这样做过，并将对规定进行审查，但他们刚刚宣布不会进一步调查此事。特斯拉仍然在解决问题，勇于创新。

The TLDR of this one, a judge is criticizing Tesla for Tesla asking for an arrest warrant, because this individual is breaching a court order and actually leaking Tesla documents, some of which are reported to have Elon's Social Security number on it. But apparently an arrest warrant is not the traditional method for proceedings like this. Tesla said the company was gravely concerned that this individual was going to continue defying this court order and continue to leak these documents on different social media platforms. The judge, Beach said Tesla had obvious remedies, including requesting that meta in Google and other platforms actually remove each individual post that this person is making. Translation, Tesla would basically have to play the whack-a-mole game every time this person leaks something. If you follow Tesla for a while, you may remember this individual's name, Keith, Keith Leach. He's done wild things like this before. As the kids would say, this guy is sus.

这则新闻的要点是，一位法官批评特斯拉因要求逮捕令，原因是这个个人违反了法庭命令，并且实际上泄露了一些特斯拉文件，其中一些据报导有埃隆的社会安全号码。但显然，逮捕令不是处理此类事务的传统方法。特斯拉表示，公司非常担心这个人会继续违反法庭命令，并继续将这些文件泄露到各个不同的社交媒体平台。法官Beach表示，特斯拉有明显的解决办法，包括请求谷歌和其他平台删除这个人发布的每一条帖子。换句话说，特斯拉基本上需要每次这个人泄露文件时都像打地鼠游戏一样进行反击。如果你一直关注特斯拉，可能还记得这个人的名字，Keith，Keith Leach。他以前也做过类似的疯狂事情。正如年轻人所说，这个家伙很可疑。

Just a heads up, the new Model 3 Plus owners manual for North America is officially published. I'll have it linked below. Same story for the parts catalog. Just one anecdote from somebody on Reddit, but when it comes to the supercharging situation in Chicago, they said, the issue I think is the 250 kilowatts are using liquid coolant and a water-cooled jacket. Tesla did not anticipate the temperatures in the area being significantly below average, and the coolant blend in use froze solid, killing the flow rates and causing a safety-lint mode. They observed 17 kilowatts from those chargers, but did not stay longer than 30 minutes. The cables were stiff, but after working them for a bit, they were fine. Thus, different coolant blends could be one more small part of this story.

提醒一下，新的北美Model 3 Plus车主手册已经正式发布了。下方有链接。零件目录也是一样。Reddit上有一个人分享了一个小故事，在芝加哥的超级充电站出现了问题。他说，我认为问题是250千瓦的充电器使用了液冷和水冷外套。特斯拉没有预料到该地区的温度明显低于平均水平，使用的冷却剂混合物结冰了，导致流量减少并触发安全限流模式。他们观察到从这些充电器上只有17千瓦的输出，但并没有停留超过30分钟。充电线较硬，但稍微用力之后就恢复正常了。因此，不同的冷却剂混合物可能是这个故事中的另一个小部分。

Spotify has officially confirmed in a forum that playback of certain podcasts is currently not supported in Tesla cars. They have, however, passed this onto their team so they can investigate further. They recommend keeping the app up to date to ensure you get the latest features and fixes as soon as they launch. Another Reddit user has created a custom library of new Tesla lock sounds as we now have that optionality. I'll also have this linked below. Your Tesla is lock, sir. Sentry mode activated. Let's go! And yes, he said you can also request your own custom sound.

Spotify在一个论坛上正式确认，特斯拉车辆目前不支持播放某些播客节目。然而，他们已经将此问题转交给他们的团队以便进一步调查。他们建议保持应用程序更新，以确保您能够尽快获得最新的功能和修复。另一位Reddit用户已经创建了一个自定义的特斯拉锁定声音库，现在我们有了这个选择性。我也会在下面提供相关链接。您的特斯拉已上锁，先生。哨兵模式已启动。我们出发吧！是的，他说您也可以自己请求定制声音。

The NASDAQ ended the day up 1.7% and Tesla ended the day up 0.15%. Another slower volume day, about 7 million shares lower than the 30-day average. I hope you guys have a wonderful and a safe weekend. 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.

纳斯达克指数收涨1.7%，特斯拉收涨0.15%。今天的交易量较低，比30日平均值少了约700万股。希望大家有个美好而安全的周末。如果你们喜欢这个视频，请点赞。你可以在下方找到我的X账号，同时对我所有的Patreon支持者表示衷心感谢。