Tesla's Increasing Nvidia Demand / Major US Charging Deal / New Tesla Product Variants ⚡️

Welcome to Electrified, it's your host, Dylan Umis, quick shout out to my newest patrons, Anthony B and Adam Kay. Thank you for choosing to support the channel. This gentleman on X shared an anecdote about how FSD drove him 13 miles to the emergency room while he was having some health problems. He talked about severe dehydration and he endured a mild heart attack. Elon quoted it saying glad Tesla FSD was there to help and that you're feeling well. And the official Tesla account said FSD v12 helped owner get to the hospital when he needed immediate medical attention. Naturally, there are plenty of people in the comments saying that Tesla's FSD saved a man's life. Now is that possible? Perhaps, but ultimately we don't know what the alternative would have been if he would have just called 911. So is it awesome that in this instance everything worked out well? Absolutely, but does promoting this also set a dangerous precedent? I think you could certainly make that argument. Again, we really don't know what level of supervision this gentleman was capable of for that 13 mile drive and ultimately if you can't supervise it well then should you be using it at all? It's definitely a fair question. Very happy to hear this one worked out, it's a cool story, but should he have just called 911 instead? Probably. But long term when the car might actually be able to realize if the driver is having a health incident and needs help where FSD could maybe automatically engage if it's not already and get them to medical help quickly, that is going to be an incredible life saving feature.

欢迎来到《电动之道》，我是您的主持人迪伦·尤米斯，特别感谢我的最新赞助人安东尼·B和亚当·凯。感谢您选择支持本频道。这位X先生分享了一个轶事，他在健康问题时，FSD开车送他到了医院急救室13英里。他谈到了严重脱水和轻微心脏病发作。埃隆引述说，很高兴特斯拉FSD能够帮助你，也很高兴你现在感觉好了。特斯拉官方账号表示，FSD v12帮助车主在他需要紧急医疗救助时将他送往医院。当然，在评论中也有许多人说特斯拉的FSD拯救了这个人的生命。这可能吗？也许，但最终我们不知道如果他只是打了911会发生什么替代事件。这次一切都顺利解决了是不是很棒？当然，但这是否也树立了一个危险的先例？我认为这个观点你确实可以提出。再次强调，我们真的不知道这位先生在这13英里的驾驶路程中具有怎样的监督能力，最终如果你无法很好地监督，那么你应该使用它吗？这绝对是一个公平的问题。很高兴听到这次事情的顺利解决，这是一个很酷的故事，但他应该只是打911吗？可能是的。但从长远来看，当汽车可能确实能够意识到驾驶员是否发生健康事件并需要帮助，而FSD也可能自动启动并将他们快速送往医疗救助，那将是一个令人难以置信的拯救生命的功能。

Also from that Powerwall 3 webinar which right now is down due to a copyright strike, Tesla will be releasing a 13.5kWh DC expansion unit which are expected to be priced around $1000 less, that's because they will not have the solar inverter and the site controller electronics. This DCX form factor will be the same as Powerwall 3 with the potential for up to 4 Powerwall 3s and 12 DCXs per gateway. This will make installing Powerwall systems with 2 or more units cheaper and easier and these DCX units can be added to the system anytime, allowing customers to grow their systems to meet their needs. Also in a software update scheduled for this month it should allow AC coupling for the Powerwall 3 which will allow integration with existing solar installations. Right now the timeline is August 2024 for Tesla to release the DC expansion units in the United States. In 2025 Tesla is set to enable integration with Powerwall 2 systems and then also next year Tesla will add 3 phase and off grid capabilities. The Powerwall 3 is expected to make it to the Australian market sometime in late 2024 but there may be some spec changes for that version.

根据目前由于版权问题而暂停的Powerwall 3网络研讨会，特斯拉将推出一个13.5kWh的直流扩展单元，预计价格会比原版便宜大约1000美元，这是因为它们不含太阳能逆变器和站点控制器电子设备。这种DCX形式的机型将与Powerwall 3相同，每个网关最多可以安装4个Powerwall 3和12个DCX。这将使安装具有2个或更多单位的Powerwall系统变得更便宜和更容易，这些DCX单元可以随时添加到系统中，使客户可以根据自己的需求增加系统。此外，计划在本月进行的软件更新应该会允许Powerwall 3进行交流耦合，从而可以与现有太阳能安装集成。目前，特斯拉计划在2024年8月在美国推出直流扩展单元。2025年，特斯拉将允许与Powerwall 2系统进行集成，然后明年还将添加三相和脱网功能。预计Powerwall 3将在2024年下半年左右进入澳大利亚市场，但该版本可能会有一些规格变化。

Bank of America cut its Tesla stock price target from to 80 down to 220 and said unless Tesla taps into new geographical markets we see it hard for the company to generate additional sales with its current product portfolio or without cutting price further. I really just shared that though as a segue to this we have Tesla vehicles officially arriving in Chile. Tesla has a lot of work to do to build out the infrastructure for EVs in Chile as you can see from their official map there is only one red circle and that is one store in gallery. Last year in Chile passenger light vehicle sales were about 313,000 so if over time Tesla can grab roughly 10% of that market that's about 30,000 per year. Not going to move the needle in a major way but we also have Tesla's entry into India looming so hopefully that can help tie things over at least a bit until we get to the next gen platform. Tesla has also announced a new Model Y variant in select European countries the Model Y long range rear wheel drive. For this maximum range type vehicle they're talking about 600 kilometers WLTP which is about 372 miles then if you wanted to convert WLTP to EPA you divide the WLTP number by 1.12 with about an 8% error rate that would take us to 332 miles EPA. For now Tesla has listed 19 different countries where this model is going to be available. I know Tesla likes to streamline manufacturing but it would be nice to have an option like this in the states through all of the comments I've read on the internet there are seemingly plenty of people that would love to see this option. For everyone in nicer climates that may not really need the all wheel drive or the weight of that second motor this is definitely attractive.

美国银行将其特斯拉股票价格目标从80美元下调至220美元，并表示，除非特斯拉进入新的地理市场，否则我们认为公司很难通过当前产品组合产生额外销售收入，或者不进一步降价。我只是分享了这个话题，因为我们现在有特斯拉的车辆正式进入智利。特斯拉在智利建设电动汽车基础设施还有很多工作要做，你可以从他们的官方地图上看到只有一个红圈，那是一个商店在画廊里。去年在智利，轻型乘用车销售约为31.3万辆，因此如果特斯拉随着时间的推移可以占据大约该市场的10％，那么每年约为3万辆。这不会在重大程度上改变情况，但我们还有特斯拉即将进入印度的计划，希望这能至少在我们进入下一代平台之前稍微缓解一下情况。特斯拉还宣布了一种新的Model Y变体，在部分欧洲国家推出，Model Y长续航后驱。对于这种最大续航里程的车型，他们谈论的是WLTP标准的600公里，大约372英里，然后如果你想将WLTP转换为EPA标准，你可以将WLTP数字除以1.12来估算（有约8％的误差率），这会将续航里程推至332英里。目前，特斯拉已列出了19个不同的国家将提供这款车型。我知道特斯拉喜欢简化制造过程，但在我在互联网上阅读的所有评论中，似乎有很多人希望看到这种选择。对于那些居住在气候较好地区，也许并不真正需要四轮驱动或第二个发动机的重量，这绝对是一种吸引力。

Jeremy shared a video of this girl in her Tesla saying that she was doing a software update and that she was locked inside of her car and she was stuck could not get out. She said she couldn't roll down the windows it was 103 in her car and she was worried about running out of air. So I'm not sure if she was clueless spreading disinformation on purpose or if there was a malfunction of sorts but Tesla did chime in saying this is false you can always exit the vehicle while it is performing a software update.

Jeremy分享了一个视频，视频中一名女性在特斯拉内称自己正在进行软件更新，但却被锁在车内无法离开。她说她无法打开车窗，车内温度高达103度，担心会缺氧。我不确定她是无知还是故意传播虚假信息，还是特斯拉出现了某种故障，但特斯拉已经回应说这是不实的，你可以在车辆进行软件更新时随时离开车辆。

Peter Deamondis just wrote a blog post about Tesla, Waymo and FSD. In it he said the average US commuter spends around 52 minutes every day round trip that's equivalent to recovering 216 hours per year recovering just meaning when robot taxis are here so just a number to keep in mind in your conversations with other people. Tesla has a new Earth Day tumbler up for sale $40 but I'm sharing because Tesla said they'll be supporting charitable initiatives focused on sustainability and environmental education donating eight dollars for each limited edition water bottle sold.

彼得·迪蒙迪斯刚刚写了一篇关于特斯拉、Waymo和FSD的博客文章。他在文章中说，美国平均通勤者每天往返花费大约52分钟，相当于每年节省216小时的时间，这只是意味着当机器人出租车到来时你可以节省的时间，所以在与他人交谈时要记住这个数字。特斯拉推出了一款新的地球日杯子，售价40美元，但我想分享的是，特斯拉表示他们将支持以可持续性和环境教育为重点的慈善倡议，每售出一款限量版水瓶将捐赠八美元。

This story about Peter Druckenmiller firing one of his money managers was from years ago but in case you haven't heard it I think you should. Druckenmiller said this I had a guy who managed some money for me come in when the stock was $82 Tesla stock and I think I was 62. I had given myself a Tesla for my 60th birthday and he had this incredibly effective analysis like 20 pages of financials about why Tesla was a short and at the end of this presentation really well thought out I said have you ever driven the car and he said no and I sent him his redemption notice the next week.

这个关于彼得·德鲁肯米勒开除他的一位资金经理的故事是几年前的事情，但如果你还没听说过，我认为你应该知道。德鲁肯米勒说：“我有一个为我管理资金的人，在特斯拉的股价是82美元时过来见我，而我当时已经62岁了。我在60岁生日时给了自己一辆特斯拉，而他却拿出了一份长达20页的财务数据，解释为什么特斯拉是一个不宜投资的品种。在这个经过深思熟虑的演示结束时，我问他是否驾驶过这辆车，他说没有，于是下周我就派给他了解雇通知。”

I think this is so pertinent today not just for Tesla but for EVs and also for FSD. How many people online right now that are commenting about these topics have actually experienced them firsthand. I can guarantee you there's a non-trivial percent of people that are commenting in a dogmatic fashion without ever having tried FSD without ever having been in a Tesla or any other EV. Just to share the other side of the story because for the last two years it seemed like Elon has taken so much heat and fire about his politics and things that he decides to post about and is he upsetting a small minority that will now not buy a Tesla product?

我认为这一点对于特斯拉、电动汽车和全自动驾驶来说都非常重要。现在有多少人在网上评论这些话题，实际上有第一手经验呢？我可以保证，有很大一部分人在用教条的方式评论，却从未亲身体验过全自动驾驶，也从未坐过特斯拉或其他任何电动汽车。只是想分享另一面的故事，因为在过去两年里，似乎埃隆一直受到很多批评和抨击，因为他的政治立场和发布的帖子，他是在激怒一小部分人，以致于他们现在不愿购买特斯拉的产品吗？

Yes I would agree with that but I feel like nobody ever talks about the flip side those people that maybe now will buy a Tesla product just because of what Elon is choosing to stand for. As the Kilowatt said one of his turo guests from Brazil wanted to use a Tesla during his trip just to support Elon and him fighting against the corrupt politicians back at home. Just don't forget about the other side of this story. Adam Jonas and Morgan Stanley put out another Tesla stock note and at some point we have to give them some credit here. I may not agree with the conclusions they draw all the time but they really are trying to understand this Tesla story.

是的，我同意这一点，但我觉得没有人谈论另一面，也就是那些可能会因为埃隆选择支持的立场而购买特斯拉产品的人。正如“千瓦”所说，他一位来自巴西的特斯拉租车客人想要在旅行中使用特斯拉，仅仅是为了支持埃隆和他对抗国内腐败政客的行动。别忘了这个故事的另一面。亚当·乔纳斯和摩根士丹利发表了另一份关于特斯拉股票的报告，我们也要给他们一些认可。我可能不总是同意他们的结论，但他们确实正在努力理解这个特斯拉的故事。

They were talking about Tesla's compute plans for the next year or so and so they checked with an Nvidia analyst who said we continue to hear reports of stronger demand outside of the traditional hyperscaler customers with notably robust demand from Tesla. We don't know exactly how many H100s Tesla has but I think we could be pretty confident it's more than the 10,000 number that we've been throwing around now for the past few months. Pair that with a post Elon made on X that implied Tesla had more than 30,000 H100s and the numbers most likely higher than 10,000. And of course growing quickly and what do you know one of the few Wall Street analysts to give Tesla stock credit when it comes to autonomy actually said I've used FSD regularly for nearly 18 months.

他们正在谈论特斯拉未来一年计算计划，所以他们询问了一位英伦杜分析师，他说我们继续听到传闻称传统超大型客户以外的需求增强，特斯拉的需求尤其强劲。我们不知道特斯拉到底有多少个H100，但我认为我们可以非常有信心地说它的数量肯定超过过去几个月一直在讨论的1万个。再加上埃隆在X上发布的一篇帖子，暗示特斯拉拥有超过3万个H100，数字很可能高于1万。当然，增长速度很快，你知道的，当谈到自动驾驶时，屈指可数的一位华尔街分析师实际上说我已经在过去将近18个月里经常使用全自动驾驶。

This one was somewhat ridiculous we have the Global Times which is China's national English language newspaper. They did a piece saying Tesla should worry about its decision to build a factory in India. Reason cited lack of supply chain and infrastructure lack of skilled engineers and workers and a negative business environment. Okay fair enough but if that's the case why was BYD recently looking to spend a billion dollars setting up manufacturing in India. A proposal by the way that India actually rejected and it wasn't only BYD but Great Wall and SAIC were also looking to set up shop in India.

有一件事有点荒谬，我们有《环球时报》，这是中国的国家英文报纸。他们发表了一篇文章称特斯拉应该担心在印度建厂的决定。原因是缺乏供应链和基础设施，缺乏熟练工程师和工人，以及负面的商业环境。好吧，如果是这样的话，那么为什么比亚迪最近还在寻求在印度投资十亿美元建厂呢？顺便说一句，印度实际上拒绝了这个提议，并且不仅仅是比亚迪，长城汽车和上汽也在考虑在印度设厂。

So to me this one just feels like China being a bit salty that their advancements in India have been rejected yet Tesla is being welcomed with open arms and ultimately China is just losing out on getting a foothold in the most populous country on the planet. Polestars Q1 sales were not stellar they delivered 7200 vehicles in Q1 down 40% from 12000 last year. Thomas Ingenloth was talking about the Polestar 3 and 4 their luxury SUVs set to ramp up in the latter half of this year saying these two cars will provide the basis for a strong revenue and margin progression during the second half of the year supporting 2025 targets. Those targets being delivering about 160,000 vehicles next year. Of those 7200 deliveries in Q1 1200 of them were the Polestar 4 in China. Thus Polestar 2 sales were only about 6,000. Global deliveries of the Polestar 3 are set to begin in the second quarter of this year while the Polestar 4 is expected to reach first customers in Europe and Australia in August with deliveries in America expected later in 2024.

所以对我来说，这个情况就好像中国有点儿不高兴，因为他们在印度的进展被拒绝，然而特斯拉却受到热烈欢迎，最终中国只是失去了在全球人口最多的国家中占据一席之地的机会。 Polestar在第一季度的销售表现并不出色，他们在第一季度交付了7200辆车，比去年的12000辆减少了40%。 Thomas Ingenloth谈到了Polestar 3和4，他们的豪华SUV计划于今年下半年增产，他表示这两款车将为今年下半年的强劲收入和利润提升提供基础，以支撑2025年的目标。这些目标包括明年交付约160,000辆车。在第一季度的7200次交付中，其中有1200次是Polestar 4在中国。因此Polestar 2的销售只有大约6,000辆。全球Polestar 3的交付计划于今年第二季度开始，而Polestar 4预计将于8月在欧洲和澳大利亚的第一批顾客手中，交付将在2024年晚些时候到达美国。

Ingenloth also said 2024 is a transitional year as we move from being a one car brand during the first half of the year to ramping up deliveries of our two luxury SUVs during the second half. Ford is targeting Tesla and a few other companies with some conquest type offers. To be fair Ford is targeting other brands like Chevy, Dodge and Jeep. The new incentive officially called the Tesla competitive conquest bonus cash offers existing Tesla owners an additional $1,500 off the price of an F-150 Lightning. Maybe if some Tesla owners are sick of waiting for their Cybertruck they could take Ford up on this offer but if they've been waiting this long I'm not sure they're ready to give up right now. The NTSB is investigating a March crash near Philadelphia that killed two people and involved a Ford Mach-E. It hit two stationary cars in the middle of the night actually killing two people and the word is it may have been operating on a partially automated driving system. Separately NHTSA is looking into another Mach-E accident that ended in a fatality with a CRV that was also at night. They said the car was equipped with Ford's partially automated driving system but they have not said if it was active at the time of the crash.

英格洛斯还表示，2024年是一个过渡年，上半年我们从一款车型品牌转变为第二半年加快我们两款豪华SUV交付的过程中。福特的目标是特斯拉和几家其他公司的一些征服性的促销活动。公平地说，福特也在瞄准其他品牌，如雪佛兰、道奇和吉普。新的激励措施正式称为特斯拉竞争征服奖金，向现有特斯拉车主提供额外的1500美元折扣购买F-150闪电版。也许如果一些特斯拉车主对等待Cybertruck感到厌倦，他们可以考虑福特的这个优惠。但如果他们等待如此之久，我不确定他们是否已经准备好立即放弃。美国国家运输安全委员会正在调查一起发生在费城附近的三月车祸，造成两人死亡，涉及到一辆福特Mach-E。它在深夜撞到了两辆停着的车，实际上造成了两人死亡，而可能正在使用部分自动驾驶系统。另外，美国国家公路交通安全管理局正在调查另一起Mach-E事故，那次事故在夜间发生，导致一名CRV车主死亡。他们表示该车配备了福特的部分自动驾驶系统，但尚未确认事故当时是否处于激活状态。

Just to show you that the pace of innovation coming out of China is not just on the EV side but it's also on the battery storage side. It was only May of last year when BYD first launched its MC-CUBE using its blade batteries. Less than one year later and they've boosted most of the specs the capacity is now up to 6.4 megawatt hours. A Tesla megapack is 4 megawatt hours. Two years ago we had this company invisible urban charging installing about 6,000 chargers in Florida and at the time it was going to make it the largest EV charger operator in Florida.

只是为了向您展示，中国创新的速度不仅仅体现在电动车方面，而且还体现在电池储存领域。去年五月，比亚迪首次推出了其MC-CUBE，采用了其刀片电池。不到一年的时间，他们就提升了大部分规格，容量现在已经达到6.4兆瓦时。特斯拉的Megapack是4兆瓦时。两年前，有一家叫做Invisible Urban Charging的公司在佛罗里达安装了大约6,000个充电桩，当时这将使其成为佛罗里达最大的电动汽车充电桩运营商。

The way this deal worked these commercial sites would pay the IUC a monthly fee once the chargers are installed and then EV owners pay to use the chargers through the IUC app. Well fast forward to now and the same company invisible urban charging has teamed up with the CBRE group the world's largest commercial real estate services and investment company to deploy 1 million EV chargers over the next five years in the US. They're touting this as the largest EV charging as a service deal worldwide. CBRE which is mostly a commercial real estate firm will provide the site selection, the project management, installation and ongoing maintenance services. The IUC will provide the funding and the charging hardware and the software as well as manage operations through its charging as a service platform.

根据这项协议的工作方式，商业站点安装充电桩后，每月向IUC支付一定费用，然后电动车车主通过IUC应用程序来使用充电桩并支付费用。现在快进到现在，同一家公司隐形城市充电已经与全球最大的商业地产服务和投资公司CBRE集团合作，在未来五年内在美国部署100万个电动车充电桩。他们宣称这是全球最大的充电服务协议。CBRE作为主要的商业地产公司将提供选址、项目管理、安装和持续维护服务。IUC将提供资金、充电硬件和软件，并通过其充电服务平台进行运营管理。

This IUC company was founded in 2019 and basically they work with these commercial property owners so think of maybe a large parking garage. IUC comes in and installs a volume number of chargers usually over 40 per site. As mentioned IUC selects the hardware, connects it to their own software, then they install it through their partners and then they do actually monitor and manage the system. And there are some guardrails or limitations to this but the site owner aka the parking garage owner can actually choose the rates that they charge their customers for the electricity. In the end part of the profits go to the site owner and part of the profits go to IUC. IUC was founded back in 2019 and they are focusing on level two charging. But what's the issue? Well you know over the next call up by 2030 and these numbers might be low, Chanel, there's so many different estimates out there. You know there's going to be 35 to 50 million EVs on the road. In the US we only have about 165,000 public chargers at this point and current estimates you know are that we need about three and a half to five million chargers by 2030.

这家IUC公司成立于2019年，基本上他们与商业地产业主合作，可以想象一下可能是一个大型停车场。IUC进来安装了大量充电器，通常每个站点超过40个。正如前面提到的，IUC选择硬件，将其连接到他们自己的软件，然后通过他们的合作伙伴安装，实际上监控和管理系统。然后有一些保护措施或限制，但站点所有者，也就是停车场所有者，实际上可以选择向客户收取电费的费率。最终的利润部分归站点所有者，部分归IUC所有。IUC成立于2019年，他们专注于二级充电。但问题是什么？你知道到2030年，这些数字可能会更低，渠道有很多不同的估计。你知道到那时路上将有3,500万到5,000万辆电动车。在美国，我们目前仅有约165,000个公共充电器，目前的估计是，到2030年我们需要大约三百五十万到五百万个充电器。

I love this deal because it's public chargers at places people will already be. It brings new players into the EV sustainable energy space in this case this real estate company. Not only that but IUC focuses on charging density so again their sites have 40 plus chargers per site so when you show up you can be pretty confident you can actually charge your vehicle. And lastly given that IUC is running this charging as a service business they are highly incentivized to ensure their chargers actually work. So when they come back to their customers and say hey would you like some more the answer is yes.

我喜欢这个交易，因为它是在人们已经去过的地方提供公共充电器。这将在这种情况下吸引新玩家进入电动可持续能源领域，比如这家房地产公司。不仅如此，IUC专注于充电密度，因此他们的站点每个站点有40多个充电器，因此当你到达时，你可以相当有信心地充电你的车。最后，考虑到IUC正在经营这个充电作为服务业务，他们有极大的动力确保他们的充电器真正起作用。因此，当他们回到客户身边并说“嘿，你想再来一些吗？”答案是肯定的。

The gang of about 80 protesters currently in the Gigabirlian forest are now saying they want to continue their protest indefinitely. They said we will stay here until the expansion of the factory is off the table. The situation is somewhat of a mess because between the police and the branded bar government no one really knows exactly how to handle it everybody has a different opinion so we'll see how it shakes out.

目前，在吉加比利安森林中的大约80名抗议者团伙表示他们希望继续无限期地进行抗议。他们表示我们将一直留在这里，直到工厂的扩建被取消。由于警方和品牌酒吧政府之间的混乱局面，没有人真正知道如何处理，每个人都有不同的意见，所以我们将看看情况会如何发展。

I know things have been tough for Tesla stock owners but sometimes perspective can help a little bit. Lucid is continuing to set new all-time lows and not just Lucid but Rivian is also continuing to set new all-time lows. That whole strategy of trying to find the next Tesla has not worked out favorably for all of that capital. Tesla stock closed the day at $174.60 up 1.65% while the Nasdaq was up 1.68%. Honestly Tesla stock is continuing to hold up very well as today we had Rivian, Lucid and Polestar all down over 5%. Wasn't average volume day for Tesla trading about 3 million shares below the average volume the past 30 days.

我知道特斯拉股东们的处境很困难，但有时候换个角度可能会有点帮助。卢克斯特德股票继续创下历史新低，不仅是卢克斯特德，里维安也在不断创下历史新低。那种试图找到下一个特斯拉的整体策略并没有为所有资本带来有利结果。特斯拉股票收盘价为174.60美元，上涨1.65%，而纳斯达克指数上涨1.68%。老实说，特斯拉股票仍然表现得非常出色，今天我们看到里维安、卢克斯特德和极星的股价下跌超过5%。今天特斯拉交易并没有达到平均交易量，比过去30天平均交易量少了约300万股。

I know golf isn't really a big thing in the Tesla community but I personally am a big golf fan and it's the week of the Masters so tomorrow on Friday a video from me is going to BTBD depending on the news flow and what there is to talk about. 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.

我知道在特斯拉社区中，高尔夫并不算什么大事，但我个人是一个狂热的高尔夫迷，而且这周是大师赛周，所以明天星期五，我会根据新闻动态和讨论话题，发布一段我的视频到BTBD。希望大家今天过得愉快，请喜欢这个视频，你可以在下方找到我的X链接，非常感谢所有我的 patreon 支持者。