Tesla: Time to Follow Through / Munro on Tesla's Lead / Mercedes Rethinks EV's ⚡️
发布时间 2024-02-13 09:51:33 来源
摘要
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中英文字稿 
And the very last word is the totally automatic car, no driver at all. The whole thing is remotely controlled by cables and electric routes under the road, steering, accelerating, gear changing, braking and stopping. All the switches and electronics in the car could be provided for £100.
最后一个词是完全自动的汽车，没有任何驾驶员。整个汽车是通过道路下方的电缆和电路远程控制的，包括转向、加速、换挡、制动和停车。汽车中的所有开关和电子设备的成本可能为100英镑。
The radar device on the front will one day be able to tell how near you are to the car in front of you and slow you down automatically. And the day may come when the driver becomes totally redundant.
前方的雷达装置将有一天能够判断你与前方车辆的距离，并自动减速。而有一天司机可能会变得完全无用。
Here's my car, the way we go! You know, a mere 53 years later and we're much closer but still no cigar.
这是我的车，我们上路吧！你知道的，仅仅53年过去了，我们离得更近了，但仍未成功。
Welcome to Electrified, it's your host Dylan Loomis. We have to touch on it, yet again this year the Dawn Project ran an ad during the Super Bowl. This time the main message was Boycott Tesla due to their unsafe FSD practices. If you didn't see the ad, it's because it was not national, it was only aired in a few local locations.
欢迎来到《通电》节目，我是主持人迪伦·卢米斯。我们必须再次提及，今年黎明计划在超级碗期间播放了一则广告。这次的主要信息是呼吁抵制特斯拉，原因是他们危险的全自动驾驶实践。如果你没看到这则广告，那是因为它并没有播放在全国范围内，只在一些地方播出了。
In the description of the YouTube video, Boycott Tesla to cut off funding for Elon Musk's depraved human experiments. They also say 90% of people agreed that the safety defects in Tesla's self-driving software mean it should be banned immediately, but Tesla refuses to fix the safety defects.
在YouTube视频的描述中，反对特斯拉（Boycott Tesla）以终止对埃隆·马斯克那些堕落的人体实验提供资金。他们还表示90%的人认为特斯拉自动驾驶软件存在安全缺陷，应立即被禁止，但特斯拉拒绝修复这些安全缺陷。
This year's campaign for the Dawn Project cost $552,000 just lower than their $598,000 ad buy for the Super Bowl last year. A spokesperson said, we are running it in fewer areas but have doubled the airtime with two commercials this year instead of one. Noting Washington is the biggest focus as it's the home of the politicians and federal regulators. On X the ad did get community noted.
今年黎明项目的宣传活动耗资55.2万美元，略低于去年超级碗广告购买费用59.8万美元。一位发言人表示，今年我们将在更少的地区开展活动，但广告播出时间翻倍，不再仅有一个广告，而是有两个。他们特别提到华盛顿是重点关注的地区，因为那里是政治家和联邦监管机构的所在地。在某个日期，该广告获得了社区的关注。
The news video of the child being hit by a driver was actually not a Tesla FSD incident. All news articles say the driver was driving manually. Mr. O'Dowd has been known to use cheap devices on Tesla steering wheels to trick the car into driving itself.
关于孩子被司机撞击的新闻视频实际上并不是特斯拉全自动驾驶（FSD）事件。所有新闻文章都指出该司机是手动驾驶的。O'Dowd先生以使用廉价设备操控特斯拉方向盘，让车辆误以为自动驾驶而闻名。
In the ad they show a Model 3 driving down a cone lane and hitting a child-sized dummy. The problem with the ad is it doesn't show the car being in full self-driving, only traffic-aware cruise control. Even in the crappy 480p quality, you can obviously tell full self-driving is not enabled.
在广告中，他们展示了一辆Model 3沿着一个圆锥通道行驶，并撞上了一个儿童大小的人体模型。这则广告的问题在于它没有展示这辆车处于完全自动驾驶状态，而只是交通感知巡航控制。即使在480p的质量下，你也可以明显看出完全自动驾驶并未启用。
So I'm sharing all of this because in a moment you'll see why I think it's definitely time for Tesla to actually sue the Dawn Project 4 defamation.
所以我现在分享所有这些原因是因为在接下来的时刻，你会明白为什么我认为现在是特斯拉诉讼曙光计划4的诽谤的绝佳时机。
The 2023 Model Y won the IIHS Top Safety Pick Plus. Not only that but for front crash prevention vehicle to pedestrian it achieved a superior rating. And the same tests at night it also achieved a superior rating. Yes, superior is the highest one can earn.
2023年款的Model Y获得了IIHS（美国公路安全保险学会）的最高安全挑战加顶级安全奖。不仅如此，针对车辆与行人的正面碰撞预防方面，它也获得了卓越的评级。而且，在夜间进行的同样测试中，它也获得了卓越的评级。是的，卓越级是能够获得的最高评级了。
In response to this ad being aired the National Transportation Safety Board put out a press release today about the Dawn Project. That's because their ad featured the official NTSB seal. Thus they clarified the NTSB had no involvement in the production of this ad, did not authorize the use of its seal, nor does it endorse the work of the Dawn Project. The agency has asked the group to stop the unauthorized use of the NTSB seal.
作为对这则广告播出的回应，国家交通安全委员会今天发布了有关“黎明计划”的新闻稿。这是因为该广告特别标注了官方的国家交通安全委员会徽章。因此，该机构澄清了国家交通安全委员会在该广告的制作中没有参与，也未经授权使用其徽章，同时不认可“黎明计划”的工作。该机构已要求该组织停止未经授权使用国家交通安全委员会徽章。
Back in 2022 when the Dawn Project started running some of these ads, Tesla did threaten to sue. In Tesla's cease and desist message it said it's come to our attention that you personally and the Dawn Project have been disparaging Tesla's commercial interests and disseminating defamatory information to the public regarding capabilities of Tesla's FSD. Tesla demanded the Dawn Project remove the test track videos, issue a public retraction, disclose funding for the tests and the commercial, and to say whether any regulatory agencies endorsed the methodology or the results.
回到2022年，当黎明计划开始发布一些广告时，特斯拉曾威胁要起诉。特斯拉在其停止和撤回信息中表示，我们注意到你个人和黎明计划一直在贬低特斯拉的商业利益，并向公众散布对特斯拉全自动驾驶(FSD)能力的诽谤信息。特斯拉要求黎明计划移除测试赛道视频，发表公开声明收回前述言论，披露测试和商业活动的资金来源，并说明是否有任何监管机构认可这些方法和结果。
Then in the Dawn Project's official response to Tesla's cease and desist letter, they said Elon is just another crybaby hiding behind his lawyer's skirt. He's obsessed with stopping me from exposing that his FSD cars could mow down a child, dressed in a safety vest in a school crosswalk. You can read the whole thing if you like, but the conclusion, Tesla's FSD has no future. It's the most incompetently designed, implemented, and tested commercial software I have ever seen. All it does is take a perfectly good Tesla car and make it occasionally try to kill the driver, the passengers, and innocent bystanders.
然后在《黎明计划》对特斯拉的终止与禁令函做出的官方回应中，他们说埃隆只是一个躲在律师裙子后面的哭鼻子。他痴迷于阻止我揭露他的全自动驾驶汽车可能会撞到一个穿着安全马甲的孩子，正在通过学校人行横道。如果你愿意，你可以阅读全部内容，但是结论是，特斯拉的全自动驾驶系统(FSD)没有未来。这是我见过的设计、实施和测试最无能的商业软件。它所能做的就是让本来完好的特斯拉车偶尔试图杀死司机、乘客和无辜旁观者。
Despite the fact that this ad only ran in a few markets during the Super Bowl this year, it's still likely that hundreds of thousands of people have seen the ad. So yes, I think it's time that Elon and Tesla put some of those lawyers they've been hiring to good use and sue the Dawn Project in Danno Doubt.
尽管今年这则广告只在超级碗的几个市场播出过，但很可能已经有数十万人看到了这则广告。因此，我认为现在是埃隆和特斯拉将他们一直在招聘的律师派上用场，起诉Danno Doubt的黎明项目的时候了。
I'm not sure if the Dawn Project using that NTSB logo gives them any extra grounds to do so, but I think they would have enough to go on even without that. It may be true that Elon views this situation as something beneath him and not worthy of his or Tesla's time and attention, but if we're being honest, Elon's perception of the public's perception of Tesla has not always been super accurate.
我不确定Dawn Project是否使用NTSB标志给他们提供了额外的理由，但我认为即使没有那个标志，他们也有足够的理由这样做。可能Elon会认为这个情况不值得他和特斯拉花费时间和注意力，但老实说，Elon对公众对特斯拉的看法的认知并不总是非常准确。
Tesla is at that critical juncture where they're now trying to bridge the gap from the early adopters into the mainstream market. I think most of us would agree, first impressions can be pretty difficult to overcome no matter how good your advertising is and if the mainstream market's public perception of Tesla is being formed by the likes of Legacy Media and the Dawn Project, it's just making things that much more difficult for Tesla. In the end, I do believe the truth and the technology will indeed win out, but along the way, who doesn't love a little bit of justice?
特斯拉正面临一个关键时刻，他们现在正试图弥合从早期采用者到主流市场之间的差距。我想大多数人会同意，无论你的广告有多好，第一印象都很难克服。如果主流市场对特斯拉的公众认知是由承袭媒体和黎明计划等因素形成的，那对特斯拉来说只会增加难度。最终，我相信真相和技术会获胜，但在此过程中，谁不喜欢一点正义呢？
We got a few images of the Tesla UI now showing third-party charging locations in the Tesla UI in Australia and New Zealand. Chargers over 75 kilowatts or more appear in the 3 lightning bolts section. Those under 75 kilowatts appear in the 1 lightning bolt section. So far, the third-party network spotted are ChargeFox, EV, BP Pulse, and ChargeNet. However, not all of the sites are included right now. Navigating to one of these third-party sites does result in the car preconditioning. The navigation system does not automatically include these in the route, even if charging is needed. They do need to be manually included. For what it's worth, Australia and New Zealand use the CCS2 as the charging standard and these public stations use that connector as do Teslas in those regions.
我们现在已经获得了一些特斯拉用户界面的图像，显示澳大利亚和新西兰的第三方充电站在特斯拉用户界面中显示出来。功率超过75千瓦的充电站显示在三个闪电符号区域中，而功率低于75千瓦的充电站显示在一个闪电符号区域中。到目前为止，我们发现的第三方网络包括ChargeFox、EV、BP Pulse和ChargeNet。然而，并不是所有的站点现在都已包括在内。导航到其中一个这些第三方站点确实会导致汽车预调条件。导航系统不会自动将这些充电站包括在路线中，即使需要充电也是如此。它们需要手动添加进去。值得一提的是，澳大利亚和新西兰使用CCS2作为充电标准，而这些公共充电站和该地区的特斯拉车辆都使用这种连接器。
Drive Tesla Canada reported that in Europe, Tesla has been approved for adaptive headlight functionality now for the Model S and X. Thus, as it stands now, most Tesla vehicles across Europe are now actually approved to receive this adaptive headlight functionality. Still no word on when this technology will roll out to Tesla vehicles in Canada and the United States, despite it already being approved by NHTSA.
Drive Tesla Canada报道称，在欧洲，特斯拉Model S和X现已获批适应性大灯功能。因此，目前在欧洲，大多数特斯拉车辆实际上已获批接收此适应性大灯功能。尽管该功能已经获得美国国家公路交通安全管理局（NHTSA）的批准，但仍没有关于何时将该技术推出到加拿大和美国特斯拉车辆的消息。
Tesla Scope got its hands on some internal communication between Tesla and some delivery advisors with regards to the upcoming Model Y project Juniper. Tesla said, We heard your feedback that some customers are waiting to place their Model Y order as they anticipate a refresh similar to the Model 3. It's important we communicate transparently there is no refresh for the Model Y launching this year. On one hand, it's good that Tesla is finally communicating this to avoid the Osborne effect, which clearly was taking place. But two, for those waiting, now you're going to have to wait a bit longer, most likely until sometime in quarter 1, 2025 for the North American market. I would still expect the Model Y refresh to happen in Shanghai sometime around the summer of this year. I'd still guess there's maybe a 5-10% chance that Tesla is just saying this to encourage orders now and to avoid people waiting, and that maybe they do actually have a chance to roll it out ahead of schedule toward the end of this year. But most likely, no Model Y refresh in North America this year, we will be waiting until Q1 2025.
特斯拉范围公司获得了特斯拉与一些交付顾问之间关于即将到来的Model Y项目Juniper的一些内部交流。特斯拉说：“我们听到了您的反馈，一些客户正在等待下单Model Y，因为他们预期会有类似Model 3的升级。我们很重要地要透明地传达，今年Model Y不会进行任何升级。”一方面，特斯拉终于做出了这个明确的沟通，避免了“奥斯本效应”的发生。但另一方面，对于那些正在等待的人来说，现在你们将不得不再等一段时间，大概要等到2025年第一季度才能在北美市场上购买到。我仍然预计Model Y的升级将在今年夏天前在上海进行。我还猜测，特斯拉只是为了鼓励立即下单和避免人们等待而说出这番话，也许他们确实有机会在今年年底之前提前推出。但最有可能的情况是，今年北美不会有Model Y的升级，我们将等到2025年第一季度。
From Charlie Ballello, the street continues for used Tesla pricing. It has now declined 19 months in a row, going from 67.9000 to a record below 33.9000 as of today. Over a 50% decline. This is exactly why some of these rental car companies have been offloading their Tesla vehicles, they can't handle this type of depreciation. We've talked about this chart in depth before, but I do want to highlight, there will be a long-term downward trend line, something like what I'm highlighting on the screen, given Tesla's ongoing cost cutting efforts, and their striving to make their vehicles more affordable. So this short-term bubble and peak right here is an anomaly it was from the illness-related supply chain restrictions. Had this spike anomaly not occurred, these figures really would not be nearly as staggering. Plus, when you add in new vehicle incentives, the IRA tax credits, this fleet of used Teslas continually aging, all of the hurt sales, etc., you begin to see the picture.
来自Charlie Ballello的消息显示，二手特斯拉车型的价格持续下行。目前已经连续19个月下滑，从67,900美元跌至创纪录的33,900美元以下。下降超过了50%。这正是一些租车公司纷纷甩卖特斯拉车辆的原因，它们无法承受这种折旧。我们之前已经详细讨论过这张图表，但我想强调的是，随着特斯拉不断降低成本并努力使车辆更加负担得起，将会出现一条长期向下的趋势线，就像我在屏幕上标出的那样。因疫情导致的供应链限制造成的这种短期泡沫和高点是异常情况。如果没有这种异常的波动，这些数据实际上并不会如此惊人。此外，当加上新车优惠和个人退休账户税收抵免等因素，与此同时二手特斯拉车队不断老化和销量下降等问题，整个情形开始显露出来。
The chairman and CEO of Dell, Michael Dell, just got a tour of Gigataxis from Elon himself. Elon replied, saying, good to see you. It's good to see Elon and Michael Dell seemingly on good terms again after the last few years they were at odds over that 12 GHz spectrum that was proposed for 5G service. At the time, RS Access, a Dell company cited SpaceX's long history of misleading information, rule-flaunting, and ad hominem attacks.
戴尔的董事长兼首席执行官迈克尔·戴尔刚刚从埃隆那里参观了Gigataxis公司。埃隆回复说，很高兴见到你。在过去几年里，埃隆和迈克尔·戴尔因为为5G服务提出的12 GHz频谱问题一直不和。当时，戴尔公司的RS Access称SpaceX长期以来存在误导性信息、违规行为和恶意攻击。看到埃隆和迈克尔·戴尔似乎又和好如初，真是太好了。
On Friday, Tesla Scope said FSD beta 12.2 is now going out to Tesla employees and special groups for the first time. In terms of a wider release of FSD 12 for the general public, Tesla Scope said, a good chance of this we've been told the goal is to release an update any day now to the public. Version 12.1.2 went to both hardware 3 and hardware 4 vehicles. Version 12.2 is back to hardware 3 only so we're unsure how Tesla intends to proceed.
星期五，特斯拉Scope表示FSD beta 12.2现在首次向特斯拉员工和特殊团体发布。关于更广泛地向大众发布FSD 12的问题，特斯拉Scope表示，我们被告知目标是尽快向公众发布更新的机会很大。版本12.1.2适用于硬件3和硬件4的车辆。版本12.2恢复为仅适用于硬件3，因此我们不确定特斯拉的进一步计划如何。
Bloomberg shared an article about Tesla and their regulatory credits they've earned over the years for the full year 2023 Tesla made $1.79 billion in regulatory credit sales, which is basically pure profit. Since 2009, Tesla has cumulatively earned about $9 billion from reg credit sales.
彭博社分享了一篇关于特斯拉和他们多年来通过监管学分所赚取的利润的文章。在2023年整年，特斯拉通过监管学分销售赚取了17.9亿美元，基本上是纯利润。自2009年以来，特斯拉累计通过监管学分销售赚取了约90亿美元。
I had to touch on this though because you may recall back in 2020 when Zach Kirkhorn was still the CFO on a Q2 call he was talking about how Tesla was in the future expecting lower reg credit sales and confirmed they were not relying on this business into perpetuity. Thus from summer 2020 on, the market was expecting Tesla's reg credit sales to continually decline.
不过我必须提及这一点，因为你可能还记得2020年时，扎克·柯克霍恩仍然是特斯拉的首席财务官，在一次季度电话会议上，他谈到特斯拉未来预计较低的可再生能源售额，并确认他们不打算永远依赖这个业务。因此，从2020年夏季开始，市场预期特斯拉的可再生能源售额将持续下降。
However, for the last 3-4 years, their reg credit sales have been anywhere from 1.3 up to 1.8 billion dollars per year. Meaning that slowdown has not happened. Plus, we know that many of these EV makers are now pulling back on their sales and that's now being paired with other places like Europe and the UK implementing even stricter emissions regulations. The takeaway? Tesla's regulatory credit sales may still have another few years of operating before they see any significant decline.
然而，在过去的3-4年里，他们的常规信贷销售额每年在13亿美元至18亿美元之间。这意味着放缓尚未发生。此外，我们知道许多这些电动车制造商现在正在减少销售，而这与欧洲和英国等地实施更严格的排放法规相配合。结论是什么？特斯拉的监管信贷销售可能在未来几年内仍然保持运转，直到出现明显下降。
Of this program, the former chair of the California Air Resources Board said it really makes the mad that Tesla got so much of a boost out of being the only pure EV manufacturer out there. In effect, they helped to finance this upstart company which now has all the glamour. As a Tesla Clean Energy fan, this program really is a beautiful thing because it's quite literally other OEMs who are producing more emissions than they should, giving Tesla money to continually build its lead with electric vehicles.
这个计划让加州空气资源委员会的前主席感到非常愤怒，因为特斯拉成为唯一一家纯电动汽车制造商而获得了如此大的推动力。实际上，他们帮助资助了这家新兴公司，而如今这家公司拥有了所有的魅力。作为特斯拉清洁能源的粉丝，这个计划真的是一件美妙的事情，因为实际上是其他原始设备制造商排放了比他们应有的更多的气体，从而为特斯拉提供了资金，不断扩大其在电动车市场的领先地位。
The Economic Times reported Tesla can apply for incentives under the national program on advanced chemistry sales for battery storage. This in response to a question on whether a separate policy for providing incentives to Tesla was being formed. I do think it's fair to read into this one that, at least for now, India is not focused on a separate policy for Tesla alone.
《印度经济时报》报道称，特斯拉可以申请国家先进化学销售计划下的激励措施，用于电池储存方面。这是对是否正在制定一个单独的政策来为特斯拉提供激励的问题的回应。我认为目前至少可以理解为印度并未专门关注为特斯拉制定单独政策。
The main Tesla account on X posted the world's best-selling SUV is $1,000 off for this month alone. Prices will go up again in March. Elon quoted it saying, since most people don't love to buy cars in the middle of winter, Tesla is offering a $1,000 incentive to do so. This is the essential quandary of manufacturing. Factories need continuous production for efficiency, but consumer demand is seasonal.
特斯拉在X上的主要账号发布了这条消息，世界最畅销的SUV本月仅减价1000美元。价格将在三月再次上涨。埃隆引用杜撰的话说，由于大多数人不喜欢在寒冬购车，特斯拉提供了1000美元的激励。这是制造业的困境。工厂需要连续生产以提高效率，但消费者需求是有季节性的。
In addition to that, as Sawyer pointed out, Tesla has lowered the down payment required to get that $379 per month lease starting price for the Model Y to $2499 from $4,500 before. And then, in response to Snoop Dogg basically asking Elon for a free Tesla, Elon said everyone pays full price for a Tesla, including me.
此外，正如所罗指出的，特斯拉也将获得Model Y每月$379的租赁起始价所需的首付从之前的$4,500降低到$2,499。然后，作为对斯努普·狗狗基本上要求埃隆免费提供特斯拉的回应，埃隆表示每个人都要为特斯拉支付全价，包括我自己。
Today, Joe Tettmeyer was reporting on Gigatexas saying, Big News, the new vehicle outbound lot in transport truck pickup has been moved to the new West outbound The old lot on the east side is now devoid of cars. This is a significant moment as production ramp capability is linked to the new end of line and outbound lot operations.
今天，乔·泰特迈尔在报道Gigatexas时表示，有一个重大消息，新的车辆出场区域在运输卡车接收方面已经迁移到了新的西部出场区域，东侧的旧区域现在已经没有汽车了。这是一个重要的时刻，因为产量的提升能力与新的最终装配线和出场区域的运营相关。
It's absolutely true that historically auto demand is cyclical, but don't forget the other aspect of the supply and demand ratio we also have the supply. So if Tesla is increasing the production capacity at Gigatexas, which seems to be the case, that could also be at least a small part of this $1000 price reduction.
确实，从历史上看，汽车需求是周期性的，但不要忽视供需比的另一个方面——供应。因此，如果特斯拉正在增加吉加工厂的生产能力（这似乎是事实），这也可能是这1,000美元价格下调中至少的一部分原因。
Stillantis, finally, is the last major OEM to get off the sidelines and adopt the NACS standard. In a press release, they didn't really mention Tesla at all, they just referred to the SAE J3400 standard which is the NACS, and said this will start for BED models launching in North America for the 2026 model year. For the rest of the press release though, they really just went on to talk about their Iona joint venture with the 6 other OEMs working on building 30,000 charge points in urban and highway locations across North America by 2030. All of those sites will be open to all BED customers with CCS and the J3400 connector. The first stations from this joint venture are expected to open this year. In this entire press release, they did not mention Tesla or the supercharger network even one time.
在这篇新闻公告中，Stillantis终于成为最后一家主要的原始设备制造商摆脱旁观者角色，并采用了NACS标准。在新闻公告中，他们并没有提到特斯拉，而是提到了SAE J3400标准，也就是NACS，并表示这将从2026年北美新车型的BED车型开始。不过，在公告的其余部分中，他们只是详细介绍了他们与其他六家原始设备制造商合作的Iona联合企业，该企业计划到2030年在北美城市和高速公路区域建设3万个充电站。所有这些站点都将向所有具备CCS和J3400连接器的BED车型客户开放。预计这个联合企业的第一批充电站将于今年开放。在整篇新闻公告中，他们没有提到特斯拉或超级充电网络。
Now we know that Tesla is slowly opening up its supercharger network, it's not going to flood the market with all other OEMs at one time, so this is going to be a gradual multi-year process. And just because this press release didn't mention Tesla, I still firmly believe that in a few years, Stellantis electric vehicles will have access to the Tesla supercharger network.
现在我们知道，特斯拉正在逐步开放其超级充电网络，他们不会一次性将所有其他原始设备制造商（OEM）纳入市场，所以这将是一个逐步的多年过程。虽然这份新闻稿没有提到特斯拉，但我仍然坚信在未来几年，斯特兰蒂斯的电动车将能够使用特斯拉的超级充电网络。
Here we have it, all of the major OEMs are now confirmed to have adopted the NACS, the only remaining holdouts are much smaller players with some EVs, Vinfast, Faraday Future and Canoe.
在这里，所有主要的原始设备制造商（OEMs）现在都确认采纳了NACS，唯一剩下的反对者是一些拥有一些电动汽车的规模较小的参与者，如Vinfast、Faraday Future和Canoe。
Today we also learned a lot about this new 7-company joint venture that now has an official name Iona. Effectively, if you're familiar with Iona in Europe, this is going to be Iona in North America, hence ION, North America, Iona. The CEO of this joint venture is Seth Cutler, previously president and COO of the Charged Network EVGO and a Chief Infrastructure Engineer at Electrify America, not super-engouraging.
今天我们还了解了很多关于这个新的七家公司合资企业的信息，现在它已经有了一个正式的名字——爱那(Iona)。事实上，如果你对欧洲的爱那(Iona)很熟悉，那么这将是在北美的爱那(Iona)，因此叫做ION，北美的爱那(Iona)。这个合资企业的首席执行官是塞思·卡特勒(Seth Cutler)，他之前是Charged Network EVGO的总裁兼首席运营官，也是Electrify America的首席基础设施工程师，这并不是特别令人鼓舞。
Some of these sites will be flagship stations with facilities that, according to a source, may be akin to airline lounges, including bathrooms and refreshments. Both the CCS and the NACS ports will integrate with the car maker's apps and in-car route planning. They said the new CEO will not do any interviews for three months so he can get settled, get some things going and have some good news. The 7 companies involved, BMW, GM, Honda, Hyundai, Kia, Mercedes and Stellantis.
其中一些站点将是旗舰站，根据消息来源透露，它们可能类似于航空公司贵宾休息室，包括洗手间和饮品等设施。CCS和NACS港口都将与汽车制造商的应用程序和车内路线规划进行整合。他们表示，新任首席执行官将在三个月内不接受任何采访，以便他能够安顿下来、开展一些工作并传递一些好消息。参与其中的七家公司分别是宝马、通用汽车、本田、现代、起亚、梅赛德斯和Stellantis。
They're saying the goal is to have 6-10 charging cables capable of 350 kilowatts each. These will be sheltered from the elements in safe, well-lit locations. So, let the rollout of IONA in the United States begin.
他们表示目标是拥有6-10根每根能承受350千瓦的充电电缆。这些电缆将会放在安全、照明良好的地方，以避免受到自然环境的影响。因此，让IONA在美国开始推广吧。
I have one casting. I'm a machine in a couple of places and I'm done and it's perfect. Do you know what perfect on a factory floor does for you as far as efficiency? It makes you impossible to impossible because it's perfect. I will never have to worry about variation. I will never have guys with 2x4s and and peening hammers. I don't need any of that stuff and the reason for that is because the castings are always perfect.
我有一个铸件。我在几个地方的机器上工作，完成后它是完美的。你知道在工厂车间，如果东西做到完美会带来多大的效率吗？因为它是完美的，所以你可以达到不可能。我不再需要担心变异的问题。我也不需要工人持着2x4木板和凿子工具。我不需要这一切的原因就是因为铸件总是完美的。
Now, they were good, good when we were looking at the model Y. But now, Elon and his famous material science guys, they've come up with a new aluminum, different than what they've used in the past. This new aluminum allows them now to basically shoot the aluminum faster. The reason for that is because they've figured out something that makes it a little slippery, a little more viscous than the old aluminum. The other thing that they've got going is that they've developed a new software package that does mold flow. And it helps you, I think it's an AI kind of a program, it helps you redesign the casting molds so that it flows better and flows easier.
现在，当我们关注Model Y时，他们很棒，非常棒。但是现在，埃隆和他那些著名的材料科学专家们，他们研发出了一种新的铝材，不同于过去使用的铝材。这种新的铝材使他们能够更快地处理铝材。这是因为他们找到了一种让它稍微滑腻、比旧铝材更粘稠的东西。他们另一个突破就是开发了一个新的模具流动软件包。这种软件包帮助你重新设计铸造模具，使其流动更好、更顺畅。它可能是一种人工智能程序。
So in the case of the front module for the Tesla, that's only a 6,000 ton press. I don't know how to, when they told me that, I was totally blown away. That's not what it should be, an 8,000 ton press. So let me put things into perspective. A thousand tons is worth about a million bucks. So to go from a 6 million dollar machine, sorry, an 8 million dollar machine to a 6 million dollar machine, that's a lot of money that you don't have to invest in. The same thing is true with the molds. The molds now seem to last longer for some reason or other. Again, going back to the material science that, again, that has to be a leadership decision to say, hey, I want you to develop a new aluminum so that we can cast it faster and better. Not very many leaders in the auto industry are willing to toss money at that kind of R&D, but Elon did. So that is put them now another three, four, five years ahead of everybody else because everybody else is still doing it the old fashioned way.
关于特斯拉前模块的情况，他们只使用了一台6000吨的压力机。当他们告诉我这个消息的时候，我彻底被震惊了。这不是应该使用8000吨的压力机吗？让我给你一个对比的例子。一千吨价值大约一百万美元。所以从一台价值八百万美元的机器降到六百万美元，这就是你省下来不必投资的一大笔钱。同样的情况也适用于模具。由于某种原因，现在的模具寿命更长了。再次回到材料科学领域，这必须是领导层的决策，他们说，“嘿，我希望你们开发一种新的铝合金，这样我们就可以更快、更好地铸造。”汽车行业中很少有领导者愿意把资金投入在这种研发上，但伊隆却做到了。所以这让他们比其他人领先了三、四、五年，因为其他人仍然按照老方法进行生产。
Just a friendly reminder that even though some of these OEMs are slowly starting to adopt the gigacast technique, they are not all created equal. Even more exciting, Sandy did confirm they have a cyber truck on order. So in the next few weeks, most likely they will get that vehicle and then the teardown will begin.
友情提醒一下，尽管一些原始设备制造商（OEM）正在逐渐采用千兆光传输技术，但它们的性能并不相同。更令人激动的是，Sandy确实确认他们已经预订了一辆网络安全卡车。所以在接下来的几周里，很可能他们会收到这辆车，然后进行拆解分析。
I'd assume sometime maybe toward the end of key one, if not into quarter two, those videos will be ready to go on Monroe live.
我会假设在关键的一段时间结束时，如果不是进入第二季度，那些视频将会准备好在蒙罗演播中播放。
Maybe you already saw this story from Reuters pointing out that Tesla doesn't make as much revenue per employee as General Motors are Ford. It showed that Tesla generates $680,000 in revenue per each employee, while GM generates over a million dollars and Ford gets 937,000. But what this story fails to take into account is the difference in vertical integration at each company. GM and Ford by 80% of the value of every vehicle they make from suppliers. So much of their headcount is actually in the supplier industry. Tesla is almost exactly the opposite. It makes most of its parts in house.
也许你已经看过路透社的这篇报道，指出特斯拉的每位雇员创造的收入不及通用汽车和福特公司。报道显示，特斯拉每位员工创造了68万美元的收入，而通用汽车超过了100万美元，福特则为93.7万美元。但这篇报道没有考虑到两家公司在垂直整合上的差异。通用汽车和福特从供应商那里获得了其制造的每辆车价值的80%。因此，他们的员工数量大部分实际上是在供应商行业。而特斯拉几乎完全相反，大部分零部件都是自己生产的。
So here's a metric that we think is much more important to look at. Last year, Tesla made $4,900 in operating profit for every vehicle it sold, while GM made $1,600 and Ford made $1,200. So Tesla makes far more profit per vehicle than GM or Ford.
所以这里有一个指标，我们认为更重要。去年，特斯拉每售出一辆车就可以获得4900美元的运营利润，而通用和福特分别是1600美元和1200美元。所以特斯拉每辆车的利润远远超过通用和福特。
Let's see how many of you are actually paying close attention on the screen auto line listed profit per employee when in reality these figures are indeed actual profit per car and that's operating profit per car. Doing the math for operating profit per employee for Tesla last year would work out to around $63,500 per employee. That's using employee headcount of 140,000 and Tesla's operating profit last year of $8.9 billion.
让我们来看看有多少人实际上密切关注屏幕上列出的每位员工的利润数据，实际上这些数字是每辆汽车实际的利润，即每辆汽车的运营利润。根据去年特斯拉的员工数量为14万人和特斯拉去年的运营利润为89亿美元，计算特斯拉每位员工的运营利润约为63,500美元。
Here's the storyline worth keeping an eye on when it comes to Tesla's relationship with Indonesia. We've seen the Indonesian government reach out to the US administration trying to get some of its nickel to actually qualify for IRA credits so far the US has not responded. The current administration in the DRC when it comes to nickel is actually using substantial financial support to capture metals for US companies. However, when it comes to the same resource in Indonesia, the current administration has been hurling insults and just a lot of talk. The main US concerns over Indonesia's nickel industry is lax environmental and labor practices at the mostly Chinese own nickel smelters. The takeaway is that so far the public facing sentiment of the current administration toward Indonesia nickel has not been a favorable one. It's true the industry is quickly moving away from nickel toward LFP chemistry but nickel is not going away anytime soon. Given that fact this situation brings some uncertainty into the conversations between Tesla and Indonesia.
当谈到特斯拉与印尼的关系时，有一个值得关注的情节。我们看到印尼政府寻求与美国政府接触，试图让它的镍符合IRA税收抵免条件，但迄今为止美国还没有回应。就镍方面而言，刚果民主共和国现任政府实际上利用大量财政支持为美国公司捕捉金属。然而，当谈到印尼的同一资源时，目前政府只是一味地嘲讽和空谈。美国对印尼镍产业的主要关切在于印尼大部分被中国人拥有的镍冶炼厂存在着松散的环境和劳工实践。结论是，迄今为止，目前政府对印尼镍的公开态度并不积极。确实，该行业正在迅速从镍转向LFP化学，但镍短期内不会消失。考虑到这一事实，这种情况给特斯拉和印尼之间的对话带来了一些不确定性。
From the Nikkei Asia there's a new consortium of research companies, actual companies, government entities forming one group for solid state battery advancement. It's called K-SIP the China all solid state battery collaborative innovative platform. They said we need to be prepared for the risk that all solid state battery technology could overturn China's current advantage in lithium batteries. The consortium will work on basic research key technologies and joint development and manufacturing of the these equipped with solid state batteries in addition to setting up a supply chain for them of the companies included in this group C-A-T-L and BYD. Here's a list of the government entities involved including the Ministry of Industry and Information Technology and as mentioned some government affiliated research institutes as well. They said AI is changing the way we do materials research and development and it'll vastly accelerate the speed of all solid state battery R&D.
来自《日经亚洲》的报道称，有一个新的联盟由研究公司、实际公司和政府机构组成，共同推动固态电池的发展。它被称为“中国全固态电池协同创新平台”（K-SIP）。他们表示，我们需要为全固态电池技术可能颠覆中国目前在锂电池领域的优势做好准备。该联盟将致力于基础研究、关键技术和联合开发，以及与装备全固态电池的制造相关的供应链建设。参与该联盟的公司包括C-A-T-L和比亚迪。政府机构包括工业和信息化部，以及一些附属研究机构。他们表示，人工智能正在改变我们进行材料研发的方式，并将大大加快全固态电池研发的速度。
If you like getting into the weeds of the lithium space keep an eye on this California startup lilac solutions they eventually plan to produce up to 20,000 tons of battery grade lithium per year at a new site in northern Utah. They're announcing this week they raised 145 million dollars from investors and they're also in discussions with large battery manufacturers and automakers interested in securing a domestic supply of battery grade lithium. Lilacs process is different because they do not use evaporation ponds. The word is it's going to take lilac about two years for them to build this plant. Lilacs method deploys reusable ceramic beads that attach to lithium atoms to separate them from the brine.
如果你喜欢深入了解锂能源领域，你可以关注加利福尼亚的创业公司Lilac Solutions。他们计划在犹他州北部的一个新场地每年生产高达2万吨电池级锂。他们本周宣布从投资者那里筹集了1.45亿美元，并且正在与一些大型电池制造商和汽车制造商进行讨论，以确保国内供应电池级锂。Lilac Solutions的处理方法与众不同，因为他们不使用蒸发池。听说Lilac需要大约两年时间来建造这个工厂。Lilac的方法是使用可重复使用的陶瓷珠子，这些珠子可以与锂原子结合，将它们与盐水分离出来。
Later this month the first of the row row roll-on roll-off ships ordered by BYD will stop at ports in the Netherlands and Germany. Essentially to date Chinese EV companies have just been buying up certain slots on all different kinds of ships that they don't actually own. As you can imagine sometimes that doesn't work out well so to bypass this competition and BYD plans to secure eight row row vessels within two years each capable of carrying 7,000 EV units for its own exclusive use. A German analyst said we certainly expect an increase in 2024 from Chinese models to smash one of the largest hurdles so far a lack of appropriate shipping vessels. We've talked a lot about the Chinese aspirations to get their EVs into more global markets outside of China. I think it's worth mentioning that Sandy Monroe now also believes that Chinese EVs will eventually make it to the American market.
在本月晚些时候，比亚迪订购的第一艘滚装船将停靠荷兰和德国的港口。到目前为止，中国的电动车公司实际上只是在各种类型的船上购买了一些位置，而并未拥有实际的船只。可以想象，有时这并不顺利，因此为了避开这种竞争，比亚迪计划在两年内购置八艘可以运载7000辆电动汽车的滚装船，供其专用使用。一位德国分析师表示，我们当然预计在2024年，中国车型将突破迄今为止最大的障碍之一，即缺乏适当的船只。我们已经讨论了中国希望将其电动车推向中国以外的全球市场的愿望。我认为值得一提的是，桑迪·莫罗现在也相信，中国的电动汽车最终将进入美国市场。
F-150 Lightning deliveries have now begun in Europe specifically in Norway. Shell just put out this brief press release saying we will no longer be operating hydrogen light duty passenger fueling stations due to hydrogen supply complications and other external market factors. Effective immediately the following stations will be closed permanently. Looking around it sounds like before these closures there were only 55 total retail hydrogen stations in California. Nearly 13% of those are now closing immediately and they're saying a majority of the hydrogen stations in Southern California are offline or operating with reduced hours. Some are also down for repairs as many hydrogen stations suffer from serious reliability issues.
F-150 Lightning在欧洲已经开始交付，尤其是在挪威。壳牌刚刚发布了一份简短的新闻稿，表示由于氢气供应问题和其他外部市场因素，我们将不再运营轻型乘用车加氢站。从现在开始，以下加氢站将永久关闭。据了解，在这些关闭之前，加利福尼亚只有55个零售氢气站。其中近13%的站点立即关闭，他们称南加州的大多数氢气站都无法运营或者工作时间缩短。有些还因故障而关闭，因为许多加氢站存在严重的可靠性问题。
Speaking of Mercedes they're now announcing some new changes for its upcoming electric vehicles. Their lineup will feature a less streamlined design in order to appeal to a wider group of customers. Their VP of engineering just said the design is one of the reasons models like the EQE and the EQS have not sold as well as executives hoped. They said the EQ name will stick around in the foreseeable future but that not every car will get it.
说起奔驰，他们正在宣布一些即将推出的电动汽车的新变化。为了吸引更广泛的客户群体，他们的产品线将采用更加非简洁的设计。他们的工程副总裁刚刚表示，设计是EQE和EQS等车型销售不如高管们希望的原因之一。他们表示，EQ品牌名称将在可预见的将来继续存在，但并非每辆车都会使用该名称。
GM confirmed the base model of the upcoming Chevy Equinox the EV1LT will start at $34,995. GM said order books will open soon for most models but the base variant will be available to book later in 2024. GM is expecting the Equinox 1LT to become the most affordable electric car in the United States with over 300 miles of range. The 2LT front wheel drive that will be available first starts at $43,000 and the lineup goes up to $46,000 to $46,000 but to start all vehicles will be front wheel drive with all wheel drive available later. The Equinox EVs are expected to be eligible for the full $7,500 tax credit. The word is the all wheel drive variant will get an EPA estimated range of 285 miles. This car has been delayed now by GM a few times but if they can stay true to their word which is certainly a big if having an EV over 300 miles of range under $30,000 after the tax credit is a very appealing offer from GM. We definitely need to see this vehicle in customer hands to get a feel for the infotainment, house the software because historically this has been a big problem for GM specifically on their EV releases.
通用汽车（GM）确认即将推出的雪佛兰Equinox EV 1LT的基本型号起价为34,995美元。GM表示，大多数型号的订购将很快开放，但基本型号将在2024年晚些时候开放。GM希望Equinox 1LT能成为美国最实惠的电动汽车，续航里程超过300英里。第一款将推出的2LT前轮驱动车型起价为43,000美元，该系列车型的价格范围从46,000到46,000美元不等，但所有车型起初都将采用前轮驱动，后续将提供全轮驱动车型。预计Equinox EV将符合7500美元的完全税收抵免条件。有消息称，全轮驱动车型的美国环境保护署（EPA）估计续航里程为285英里。尽管GM多次推迟了这款车的发布时间，但如果他们能言出必行，也许这将是一项非常诱人的优惠，即在税收抵免后，雪佛兰提供价格低于30,000美元的续航里程超过300英里的电动车。我们肯定需要看到这款车辆在客户手中，以了解其信息娱乐系统和软件运行情况，因为历史上这一点一直是GM在其电动车发布中的一个大问题。
Deliveries of the Equinox are expected to begin by mid 2024. Rivian just cut $3,100 off its entry level R1T and R1S units. Cruz just named Steve Kenner as its chief safety officer who will oversee Cruz's safety management systems and operations. Previously he's worked at Ford and most recently he was vice president of safety at self driving trucking company Kodiak and also worked at Apple, Uber, Locimation, Chrysler and Aurora.
Equinox预计将在2024年中旬开始交付。Rivian刚刚将其入门级R1T和R1S车型的价格下调了3100美元。Cruz刚任命Steve Kenner为首席安全官，他将负责监督Cruz的安全管理系统和运营。此前，他曾在福特工作，最近担任自动驾驶卡车公司Kodiak的安全副总裁，并曾就职于苹果、优步、Locimation、克莱斯勒和Aurora。
Marco is reporting that Tesla has filed for a 164 stall site that is planned in Kern County, California. The site will include 16 pull through chargers and solar canopies above every parking stall. If this goes through, Marco is saying it'll be the world's largest supercharger location. As we expected the dominoes are now falling, Neuralink has filed to incorporate in Nevada leaving Delaware. Tesla stock closed the day at $188.13 down 2.81% while the Nasdaq was down 0.3%. It was a lower volume day for Tesla trading about 13 million shares below the average 30 day volume.
Marco报道称，特斯拉已经在加利福尼亚州的科恩县申请建立一个164个停车位的站点。该站点将包括16个可直接通行的充电器，并在每个停车位上方安装太阳能遮篷。如果这个计划得以实施，Marco说它将成为全球最大的超级充电站。正如我们预料的那样，Neuralink现在已经申请在内华达注册公司，离开了特拉华州。特斯拉的股票收盘价为188.13美元，下跌了2.81%，而纳斯达克指数下跌了0.3%。特斯拉当天的交易量较低，约比30天平均交易量低了1300万股。
How about this? NVIDIA has added about $650 billion in market cap since January 1st. Tesla's entire market cap is $600 billion.
这样怎么样？自今年1月1日以来， NVIDIA的市值增加了大约6500亿美元。而特斯拉的整体市值为6000亿美元。
A quick note for all patrons, I do update the outro screens now at the end of every month. If you don't see your name on the list and you think that you should be, just shoot me a message. The most likely reason is your card has been declined. Also if your name is in orange, it just means that for whatever reason you're not in an official tier so it's mostly just for me to make sure that your name actually makes it onto the list. Because when you're not on an official tier, Patreon makes it look like you're not active.
给各位用户的一个快速提示，我现在在每个月的最后更新尾曲屏幕。如果你没有看到你的名字在列表上，但你认为你的名字应该在其中，只需给我发条信息就行。最可能的原因是你的信用卡被拒绝了。此外，如果你的名字是橙色的，只是表示由于某种原因你没有在官方等级中，所以这主要是为了让我确保你的名字确实出现在列表上。因为当你不在官方等级中时，Patreon会让你看起来处于非活跃状态。
Hope you guys have a wonderful day, you can find me on X linked below. Please like the video if you did, and a huge thank you to all of my Patreon supporters.
希望你们都有一个美好的一天，你们可以在下方的X处找到我。如果你们喜欢这个视频，请给它点赞，特别感谢所有支持我的Patreon赞助者。