Finally a Proper Tesla Semi Update / Landmark Autonomy Law / Ford Wins EV Charging Deal ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Quick shout out to my new or updated patrons, David E, Bill H, and Steven O. Thank you for choosing to support the channels. First up today, we got the Tesla China weekly insurance number, came in at $13,900. Comparing that number to the same week during quarter one, week seven, that was $2,600. However, that was thanks to the Chinese New Year. Yes, quarter over quarter, Tesla made up significant ground with this week, but that was to be expected. Now, quarter two sits at 16.6% ahead of the pace from quarter one.

欢迎来到《Electrified》，我是您的主持人迪伦·卢米斯。首先，要给我的新或更新的赞助者大卫·E、比尔·H和史蒂文·O致以诚挚的感谢。感谢您选择支持这些频道。今天首先要讨论的是特斯拉中国每周的保险金额，为13,900美元。与季度一第七周相比，那时是2,600美元。不过，由于中国新年的缘故，这个数字有所不同。是的，特斯拉在这周季度对季度实现了显著的增长，不过这是可以预期的。现在，季度二在季度一的步伐上领先了16.6%。

And the number for week seven, quarter two last year was 10,200. So Tesla made up some ground there, and currently quarter two sits down 6.3% compared to the same time frame last year. I'm happy to provide this data for everybody, but honestly, it's not going to be that helpful. The quarter over quarter comparison is skewed thanks to the Chinese New Year in Q1, and the year over year comparison is not great because in quarter two of last year, the Shanghai factory was shut down for just over a week.

去年第二季度第七周的数字是10,200。所以特斯拉在那里弥补了一些失地，目前第二季度与去年同期相比下降了6.3%。我很高兴为大家提供这些数据，但老实说，这并没有太大帮助。季度对季度的比较由于中国新年在第一季度而出现偏斜，而年度对比也不太理想，因为去年第二季度上海工厂停产了一周多。

Dan Priestley, a senior engineer for the Tesla Semi, just gave a speech at the advanced clean transportation expo in Las Vegas. This was Tesla's first time participating in a conference like this. So I think that goes to show that the time for Tesla to push for mass market adoption definitely starts now. Tesla said the tear weight for the Tesla Semi, which is just within empty trailer. Trailer included. For the standard range, it can go 300 miles and that's under 20,000 pounds. The long range, which can go 500 miles is under 23,000 pounds.

特斯拉卡车的高级工程师丹·普里斯特利刚刚在拉斯维加斯高级清洁交通博览会上发表了演讲。这是特斯拉首次参加这样的会议。因此我认为现在正是特斯拉推动大众市场采用的时机。特斯拉表示特斯拉卡车的空载重量是标准范围，可以行驶300英里，重量不超过20,000磅。而长途型车辆可以行驶500英里，重量不超过23,000磅。

Dan also clarified for us for that over 1000 miles per day that the Tesla Semi could do at that run on less event. 60% of those miles were above 70,000 pounds for a gross combination weight. So it wasn't just a bunch of empty trailers that were doing over 1000 miles per day. So far, Tesla has accumulated over 3.5 million miles with the Tesla Semi and across the fleet, Tesla is averaging 1.7 kilowatt hours of efficiency. Dan highlighted some of the crossover between the passenger vehicles in the Semi and how they use the same heat pump and same thermal compressor.

丹还为我们澄清了特斯拉半挂车每天可以行驶超过1000英里的奔跑，行驶距离较短。这些里程中有60%超过了70,000磅的总重量。因此，并非仅仅是一大堆空挂车每天都能行驶超过1000英里。迄今为止，特斯拉半挂车已累积行驶超过350万英里，整个车队平均效率为1.7千瓦时。丹强调了一些客车和半挂车之间的共同之处，以及它们如何使用相同的热泵和热压缩机。

Not only that, but a lot of the same software as well. We also learned that PepsiCo has been hauling beverages, so not just potato chips as some have been speculating. Pepsi has also started delivery of an additional 50 Tesla Semi's that will operate out of their facility in Fresno, taking their total Tesla Semi fleet to 86 when this round is done. Tesla is also building more Semi's for its own fleet and then said Tesla will make some other customer deliveries this year as well.

不仅如此，还有很多相同的软件。我们还了解到百事可乐一直在运输饮料，所以并不仅仅是一些人在猜测的薯片。百事可乐也开始交付额外的50辆特斯拉半挂车，这些半挂车将在他们在弗雷斯诺的设施内运营，本轮完成后，他们的特斯拉半挂车总数将达到86辆。特斯拉也正在为自己的车队建造更多的半挂车，然后表示特斯拉今年还将为其他客户交付。

So there's definitely some level of production continually taking place at the current Gig and Nevada site. The Tesla Semi uptime for the current fleet has been over 95% and Tesla has its own pilot group of service technicians, but this will evolve as the Tesla Semi scales as they plan to leverage their service parts network on the passenger car side. What's neat is Tesla almost plans to be a soft partner as I would say with some of these customers to help them build out their own service team if desired.

目前在吉格和内华达工地肯定有一定水平的生产持续进行。特斯拉半挂车的正常运行时间超过95％，特斯拉已经拥有自己的一组试点服务技术人员，但随着特斯拉半挂车规模扩大，这将不断发展，因为他们计划利用他们在乘用车领域的服务配件网络。有趣的是，特斯拉几乎计划成为一种软性合作伙伴，可以帮助这些客户之一构建出他们自己的服务团队。

Dan said Pepsi's already taking on more and more of the service for their Tesla Semi fleet because Tesla's really not focused on making service a profit center. We got a glimpse of what the new Tesla Semi factory in Nevada may look like and he confirmed a 50,000 unit target capacity per year. They will start the customer delivery ramp in 2026 and he mentioned how that product will be different than the current version with all of the learnings that are happening now. And just my own two cents here, I'm not expecting Tesla to hit that 50,000 number until 2027 at the very earliest.

丹说，百事已经开始承担越来越多特斯拉半挂卡车车队的服务工作，因为特斯拉并不真正关注将服务打造成盈利中心。我们看到了内华达州新特斯拉半挂卡车工厂可能的样貌，他确认了每年5万辆的目标产能。他们将于2026年开始客户交付阶段，并提到该产品将与当前版本有所不同，融合了目前所得的所有经验教训。就我个人的看法，我认为特斯拉要到2027年最早才能实现这个5万辆的目标。

On the charging side, Tesla's focused on being very collaborative with everyone in the industry because they're going to need help to build out this public mega charging network. I think this is going overlooked a bit Dan mentioned how the industry estimates were around $1,000 per kilowatt for these sites being installed. Whereas Tesla sees a path to do it at $500 per kilowatt installed, which means fully deployed to the customer. So if you do the math, the power demand from different customers will vary, but it usually goes in increments of three megawatts. So from there up to 12 megawatts, that would mean on the high end, 12 megawatts is 12,000 kilowatts and at $500 per kilowatt, that's $6 million for Tesla's charging solution compared to $12 million for the industry average.

在充电方面，特斯拉专注于与行业内的每个人进行合作，因为他们需要帮助来建设这个公共的超级充电网络。我认为这一点被忽视了一些。丹提到了行业估计每千瓦特这些站点的安装费用在1000美元左右。而特斯拉看到了以每千瓦500美元的安装费用的途径，这意味着对客户来说是完全部署的。因此，如果做一下数学计算，来自不同客户的功率需求会有所不同，但通常以三兆瓦特为增量。所以从那里到12兆瓦特，这意味着在高端，12兆瓦特等于12000千瓦特，以每千瓦500美元计算，特斯拉的充电解决方案费用为600万美元，而行业平均费用为1200万美元。

Dan also pleaded with the industry to build competing EV semis and for customers to start partnering with Tesla so that they could co-develop all of the infrastructure and he asked the industry to stop building out CCS chargers. Tesla does see a big opportunity for the semi longer term in Europe, but he did mention places in the US like Georgia and Illinois. Honestly, for me, the coolest part of this interview was just to focus on building out the overall ecosystem with all of these different partners that Tesla's already working with. And once these are proven out and more public, you know, many others will get in line. He also talked about how Tesla's megapat can play a role for everyone to continually maximize the return on investment for customers and shorten the payback period. Ultimately, this will lead to the highest efficiency numbers possible. It was plain as day Tesla is very eager to continually working with new partners, basically anyone that's looking to electrify their fleet and to do so at scale.

丹还恳请行业开始建造竞争性的电动半挂车，并希望客户开始与特斯拉合作，以便共同开发所有的基础设施。他要求行业停止建设CCS充电桩。特斯拉确实看到了欧洲长期发展中半挂车的重大机遇，但他也提到了像乔治亚州和伊利诺伊州这样的美国地区。对我来说，这次访谈最酷的部分就是专注于与特斯拉已经合作的各种不同合作伙伴一起建设整体生态系统。一旦这些合作证明有效并更为公众所知，你知道，许多其他人也会排队加入。他还谈到了特斯拉的超级巨大电池建设如何可以为每个人不断实现客户投资最大回报并缩短回报期。最终，这将导致最高效率的数字。毫无疑问，特斯拉非常渴望继续与新的合作伙伴合作，基本上是任何希望使他们的车队电动化并且规模化的人。

Finally, one thing that should be painfully obvious but clearly it's not for legacy OEMs, Dan said this whole powertrain agnostic idea, build ice, EV hybrid, whatever on the same platform, does not lead to compelling or efficient vehicles. Now, who knows when customers will realize this, but it will be a key part of Tesla's advantage that will just play out in the long run. 50,000 semis per year at $200,000 a pop is $10 billion in annual revenue, at a 20% gross margin, that's $2 billion in annual profit, take out taxes of 20%, that leaves $1.6 billion divided by roughly 3.1 billion shares outstanding. That would be good for about 52 cents in earnings per share when the time comes.

最后，丹说应该显而易见但显然对传统OEM来说并非如此的一件事就是，这种完全不考虑动力系统的理念，即在同一平台上制造内燃机车、电动车、混合动力车等，并不能带来引人注目或高效的车辆。现在，谁知道客户何时会意识到这一点，但这将是特斯拉长期优势的一个关键部分。每年50,000辆半挂卡车售价20万美元，年收入达到100亿美元，毛利率为20%，年利润为20亿美元，扣除20%的税收，剩下16亿美元，再除以约31亿股的流通股份。到时候，每股收益将约为52美分。

Pepsi confirmed today not only are they taking delivery of those 50 additional Tesla semis, they'll also be rolling out 75 Ford eTrans at electric vans. The vans will serve a variety of applications including sales and deliveries and service support, and they confirm that at that Fresno facility, Pepsi currently has 8 750 kilowatt Tesla chargers. Following the lead of many others, Nissan has now paused development plans for two battery powered sedans while still expanding its EV lineup to five vehicles in the US. A spokesperson said, we're adjusting the timeline for the introduction of these five new models to ensure we bring them to the market at the right time. All we really learned, Nissan still plans to bring those sedans to market, but the company expects the SUVs to be rolled out faster than the sedans.

百事公司今天确认他们不仅将接收那50辆特斯拉半挂卡车，还将推出75辆福特eTrans电动货车。这些货车将用于销售、配送和服务支持等多种应用领域。百事还确认，在弗雷斯诺设施，他们目前已经拥有8个750千瓦的特斯拉充电器。跟随其他许多公司的脚步，日产目前已经暂停了两款电动轿车的开发计划，但仍在美国扩大其电动车产品阵容至五款车型。一位发言人表示，我们正在调整引入这五款新车型的时间表，以确保我们在合适的时机将它们推向市场。总之，我们只是了解到，日产依然计划推出这些轿车，但公司预计SUV车型会比轿车更快推出市场。

The CEO of Lamborghini has said electric supercars are selling poorly and he does not think they'll catch on. We haven't talked much about this segment of the market as of late, but the truth is, leaders from all high-end companies have been saying the same thing. Mate Remots recently said buyers in the high end of the market want to differentiate themselves as EVs go mainstream, they want combustion engines and an analog feel, not what the masses buy. Other companies like Bugatti and Pagani have said similar things, and some of their main arguments are that EV batteries are still just too heavy and it takes away from the overall driving experience. Remots also said they only plan to make 150 of the Navera hypercar and that car is still for sale and it's been out there for some time now. I have a feeling that the Tesla roads there may change the outlook of some of these industry players when the time comes.

兰博基尼的首席执行官表示，电动超级跑车的销售情况不佳，他认为它们不会流行起来。我们最近并没有过多讨论这个市场细分领域，但事实是，所有高端公司的领导人都在说同样的话。马特·雷蒙特最近表示，高端市场的买家希望在电动汽车变得主流时区别于众，他们想要燃烧发动机和模拟感觉，而不是大众购买的东西。类似的其他公司如布加迪和帕加尼也表达了类似的观点，其中一些主要论点是电动汽车电池仍然太重，这会削弱整体驾驶体验。雷蒙特还表示，他们只打算生产150辆Navera超级跑车，而这款车目前仍在销售且已经上市一段时间了。我有种感觉，特斯拉的道路可能在某个时刻改变这些行业参与者的观念。

You may have seen Tesla releasing a few form PX14A6G. Now these basically just make it possible for investors to be exempt from solicitation rules, really just a legal way to inform other shareholders about their own voting decisions. Using this form, an investor is then free to discuss with shareholders why they might want to vote in a specific way. So with this form, then it becomes not a formal solicitation and it allows the people to communicate on corporate governance matters with shareholders and board members. There are a few of these out there now, one of them was from the SOC Investment Group. They go on to argue why they're urging shareholders to vote against the re-election of Kimball and Murdoch and against Elon's 2018 comp plan. However, if you scroll to the bottom of the document, it's actually signed by more organizations than just the SOC Investment Group. There's also another one encouraging shareholders to vote for proposal eight, which would require Tesla to now prepare these reports describing and quantifying the effectiveness of Tesla's efforts to prevent harassment and discrimination at its locations. It doesn't take much digging to learn the SOC Group's entire purpose for existing is to hold corporations and their leadership accountable for irresponsible and unethical behavior, including excessive executive pay. One more for good measure, they work with pension funds sponsored by unions, a coalition of unions representing more than 2 million members. All I know for sure, we're all eager to put this voting behind us so we can move forward one way or another.

你可能看到特斯拉发布了一些PX14A6G表格。基本上，这些表格使投资者可以豁免征求规则，这只是一种合法的方式来告知其他股东他们自己的投票决定。利用这种表格，投资者可以自由地与股东讨论为什么他们可能希望以特定方式投票。因此，有了这种表格，它就不再是正式的征求意见，而且它允许人们就公司治理事项与股东和董事会成员进行沟通。现在有一些这样的表格，其中一个是来自SOC投资集团。他们继续辩称，为什么他们敦促股东投票反对金博尔和默多克的连任，以及反对埃隆的2018年薪酬计划。然而，如果您滚动到文件底部，您会发现它实际上不仅仅是SOC投资集团签署的。还有另一个鼓励股东支持提案八的组织，该提案要求特斯拉现在需要准备这些报告，描述和量化特斯拉在其位置上防止骚扰和歧视的工作效果。没多大探究就会了解到，SOC集团的整个存在目的是追究对不负责任和不道德行为，包括过度的高管薪酬的公司及其领导层的责任。为了进一步保证，他们与工会赞助的养老基金合作，这些工会代表着200多万成员。我知道的唯一确定的一点是，我们都渴望结束这场投票，这样我们就可以朝着某种方向继续前进。

Yesterday, there was a two alarm commercial structure fire in a two-story building at Tesla's factory in Fremont. The fire apparently originated in an oven used in vehicle manufacturing, but no one was injured and the firefighters were done putting it out around 8pm. That's after it started just before 5pm. Tesla has yet again dropped the price of the entry level Model Y in Australia by 3300 USD. They've also dropped the price of the entry level Model 3 by about 2700 USD, and the Model 3 long range was cut by around 2000 USD, all other variants remain unchanged. Finally, some good news for a legacy OEM when it comes to electric endeavors, Ford's EV charging infrastructure will be used across the city of Dallas. The city wants to electrify its fleet by 2040. As part of that goal, they've signed a 10-year agreement with Ford Pro to install Ford EV charging at its work sites. They'll also rely on their smart charging software to customize and manage EV charging. This will be a significant opportunity for Ford to begin proving itself when it comes to its own EV charging platform. Tesla cannot do it all by themselves, especially right now with a limited workforce. Plus, the sooner other companies develop these competencies with rolling out EV charging infrastructure, the better it'll be for the EV transition.

昨天，特斯拉在弗里蒙特的工厂发生了一场两级火警的商业建筑火灾。火灾似乎源于车辆制造中使用的烤箱，但没有人受伤，消防员在晚上8点左右扑灭了火灾。这是在下午5点之前开始的。特斯拉再次将澳大利亚入门级Model Y的价格降低了3300美元。他们还将入门级Model 3的价格降低了约2700美元，Model 3长续航型的价格也削减了约2000美元，其他型号保持不变。最后，对于传统汽车制造商在电动努力方面的好消息是，福特的电动汽车充电基础设施将在达拉斯市使用。该市希望到2040年实现车队电动化。作为该目标的一部分，他们与福特Pro签署了一项为期10年的协议，在其工作场所安装福特电动汽车充电设施。他们还将依靠他们的智能充电软件来定制和管理电动汽车充电。对于福特来说，这将是一个开始证明自己的重要机会，尤其是在推出自己的电动汽车充电平台方面。特斯拉不能靠自己做所有事情，尤其是现在人手有限。另外，其他公司越早开发出这些推出电动汽车充电基础设施的能力，对于电动汽车的转型就会越好。

From a leaked document in a Rivian forum, it looks like Rivian is doing a mid-cycle refresh for the R1S and R1C that will include the addition of a heat pump and LFP battery packs. Standard for the R1T and S will be a dual motor layout with a 92.5kWh LFP pack. The document listed several different range figures for different variations, but on the low end, they broke it down to 321 miles on the highway, on the high end 405 miles in the city. The charging rate stayed the same at up to 210kW. The most disappointing part of this though was that these vehicles will use CCS instead of NACS.

从一个泄密文件来看，瑞韦安似乎正在为R1S和R1C进行中期刷新，其中将包括加入热泵和LFP电池组。R1T和R1S的标准配置将是双电机布局，配备92.5kWh的LFP电池组。文件列出了不同配置的多个续航里程数据，但最低端的数据显示高速公路续航321英里，最高端的数据是城市续航405英里。充电速率保持在最高210kW。然而，最令人失望的是，这些车辆将使用CCS而不是NACS。

When it comes to Tesla advertising, I think they need to take some of the quotes they've been getting from all of these different police departments across the country. A police department in Indiana has said it's fleet of 13 Tesla cars saves taxpayers around $80,000 per year in fuel costs compared to gas vehicles. The police chief said it was a high risk in the very beginning, but it's proven now. The town is saving enough on fuel to pay for two additional officers. If you've been watching the news at all across the country, this is a pretty big deal.

说到特斯拉广告，我认为他们需要利用全国各地各个不同警察部门一直以来给他们的推荐。印第安纳州的一个警察部门表示，他们有13辆特斯拉汽车，每年比使用汽油车少花纳税人约8万美元的燃料费用。警察局长表示，一开始是高风险，但现在证明了它的有效性。这个城镇在燃料方面节省了足够的钱来支付另外两名警官。如果你一直在看全国新闻，这是一个相当重大的事件。

Many police departments across the country have been cutting staff and cutting hours to save money. And where the average consumer is getting caught up, Tesla's cost more than a Dodge Charger or a Ford Victoria, but the money saved on fuel makes up for the difference in less than three years. As we've been saying now for years, it's all about the total cost of ownership. Not only is it the right move economically, but the officers like driving the Tesla as well. One said anytime he has to go back in a gas car, he can't wait for his car, his Tesla to come back. The chief said it's working, it saves a lot of money, and I have to think there's a lot of agencies in the country that are like mine that it would work for.

全国许多警察局都在削减人员和减少工时以节省资金。对于普通消费者来说，特斯拉的价格比道奇Charger或福特维多利亚更高，但省下的燃油费用可以在不到三年内弥补差价。正如我们多年来一直在说的那样，这一切都与总拥有成本有关。这不仅在经济上是正确的选择，而且警察们也喜欢驾驶特斯拉。其中一位警官表示，每当他不得不回到开汽油车时，他都迫不及待地等待自己的特斯拉回来。局长表示这种做法可行，可以节省大量资金，我认为全国有许多与我们类似的机构也可以采用这种做法。

Self-driving vehicles could be on British roads by 2026 after the government's automated vehicle act became law yesterday. They're saying this act delivers the most comprehensive legal framework of its kind worldwide, setting out who is liable for autonomous vehicles, meaning drivers can be assured when they're using this technology they will not be at fault. Thus, for the first time, corporations like insurance providers, software developers, and automotive manufacturers can assume this responsibility. Hopefully, other locations across the EU and around the world will take note of this and continue to push the industry forward.

自动驾驶车辆可能在英国道路上出现，预计最早将在2026年，因为政府的自动化车辆法案昨天正式成为法律。他们表示，该法案提供了全球同类中最为全面的法律框架，规定了谁对自动驾驶车辆负责，意味着驾驶者可以放心使用这项技术时不会有责任。因此，保险公司、软件开发者和汽车制造商等公司首次可以承担这种责任。希望欧盟和世界各地的其他地方能够注意到这一点，并继续推动这一行业向前发展。

And just a few quick ones from yesterday, Tesla put out this video encouraging shareholders to vote, but there were a few Easter eggs in the video. One of those was this image, which is presumably part of the cybercab and a lot of people were speculating it was the front bumper. However, if you look at this design from the Isaacson book, you may see a similar shape actually on the rear bumper. Here it is again, so this could be the back passenger side. And again, just to show you a possible comparison. And there was some unnecessary drama being stirred up around these images which show possibly the inside of the cybercab. And hey, I know we're all eagerly awaiting any detail we can get, but let's not get carried away with these drawings as if this is going to be the final design. It may give us some clues, but at this point, I think that's really all it should be.

昨天特斯拉发布了这段视频，鼓励股东们投票，但视频中藏着一些彩蛋。其中之一是这张图片，据推测可能是Cybercab的一部分，许多人猜测这是前保险杠。然而，如果你看看艾萨克森的书中设计，你可能会发现一个类似形状实际上在后保险杠上。这里又是，所以这可能是后面的乘客座。再次，只是为了给你展示一个可能的比较。一些可能展示Cybercab内部的图片引发了一些不必要的争议。嘿，我知道我们都急切地等待着能获得的任何细节，但让我们不要对这些图纸过分兴奋，好像这就是最终设计一样。它可能会给我们一些线索，但在这一点上，我认为这真的就是它应该是的全部。

And finally, if you go to this prototype, which was also found in the video, you may notice this section right here behind the seats. If you've been following along, you may remember this camera setup in a Model 3 doing some testing. This shape and camera placement right here would seem to fit fairly well in this spot right here. Just saying. Tesla's FSD12.4 has begun rolling out to employees, and now the driver monitoring system is primarily relying on the interior camera, moving away from the actual steering wheel nag. That feature will only work if the camera is not occluded and it can actually see your eyes so you can't be wearing sunglasses, low hats, etc. They said if the camera detects you're not paying attention, all you'll have to do is return your attention to the road and the warning will disappear. And to everybody out there that's currently stuck on FSD version 11, Elon said this should be very rare after the 12.4 rollout. We have to sync up vehicle software. There's way too many hardware variants with FSD.

最后，如果你去看这个原型，你可能会注意到座位后面的这个部分。如果你一直在关注，你可能还记得这个摄像头设置在一辆Model 3上做一些测试。这个形状和摄像头放置位置似乎很适合在这个位置。只是说说而已。特斯拉的FSD12.4已经开始向员工推出，现在驾驶员监控系统主要依赖内置摄像头，摆脱了真实的方向盘提示。这个功能只有在摄像头没有被遮挡并且可以看到你的眼睛时才能工作，所以你不能戴太阳镜、帽子等。他们说如果摄像头检测到你没有在注意力集中，你只需将注意力转向道路，警示将消失。对于那些目前还停留在FSD11版本的人，埃隆说12.4推出后这种情况应该会很少见。我们需要同步车辆软件。FSD有太多硬件变种。

Indonesia's Minister of Investments, Luhut Pangitin, has said that Elon will consider an offer to build an EV battery plant in the country. He said we made an offer, it's possible to build an EV battery plant here, precursor cathode, and he, Elon will consider it. Luhut also said that Joko Waddodo, the Indonesian president, also asked Elon to consider investing in an AI center and for SpaceX to build a launch pad in Indonesia. Honestly, though, given the global state of affairs, I'm not really expecting any new factory announcements anytime in the next six months.

印尼投资部长卢胡特·潘吉廷表示，埃隆将考虑在印尼建立电动汽车电池工厂的提议。他表示我们已经提出了一个建立电动汽车电池工厂、前体阴极的方案，埃隆将考虑这一提议。卢胡特还表示，印尼总统佐科·维多多也要求埃隆考虑在印尼投资人工智能中心，并让SpaceX在印尼建造一个发射台。但是，考虑到全球形势，我并不指望在接下来的六个月内会有任何新的工厂宣布。

When it comes to Gigatexis, Elon said the roof will be fully covered by solar, except for the word Tesla, which will be gently outlined in light, so you can see it at night from airliners coming to Austin. We also finally got confirmation that the rear portion of Tesla's factory expansion in Austin, the part furthest away from the glass, which is likely right here on the screen, will be a super dense water cooled super computer cluster. Elon gave us no indication whether this would be Dojo, Nvidia, AMD, a combination, but given that he did not specify Dojo, I would lean toward it being Nvidia heavy. That is just speculation on my part. Also, for whatever it may be worth, recently we learned that Tesla's data center in Austin was behind schedule.

当谈到Gigatexis时，埃隆说屋顶将完全覆盖太阳能，除了字母Tesla，它将轻轻勾勒出来，这样你可以在晚上从来到奥斯汀的飞机上看到它。我们还终于得到了证实，特斯拉在奥斯汀的工厂扩建的后部，即离玻璃最远的部分，很可能就在屏幕上，将成为一个超高密度、水冷冷却的超级计算机集群。埃隆并没有明确表明这是否是Dojo、Nvidia、AMD或它们的组合，但鉴于他没有具体提到Dojo，我更倾向于这是Nvidia为主。这只是我个人的猜测。另外，值得一提的是，我们最近得知特斯拉在奥斯汀的数据中心进度落后。

The information had said the planned Dojo super computer site had been beset by issues with Elon furious about the delays. This was thanks in part to delivery issues, bad weather and other construction issues. They also said that the boring company tunnel was unbuilt, and with that, the data center's ground floor cannot be laid. Looking at Joe Tettmeyer's recent flyover of Austin, specifically the new expansion, that part does check out, the floor has yet to be laid. In a painful reminder how the public has bought into all of the FUD over the years, there was a new battery energy storage project that was proposed for a location in New York. It wasn't big, it would only consist of 24 Tesla Megapack 2XL's, but the news here is the proposal was met with opposition from the community thanks to safety risks.

信息显示，计划中的道场超级电脑站遇到了问题，埃隆对延迟感到愤怒。部分原因是由于交付问题、恶劣天气和其他施工问题。他们还说，无聊公司的隧道尚未建成，因此数据中心的地面层无法铺设。观看乔·泰特迈尔最近在奥斯汀的飞越视频，特别是对新的扩建部分，确实如此，地面尚未铺设。令人痛心的是，公众多年来一直在对各种恐慌传言深信不疑，纽约提出了一个新的电池储能项目。规模不大，只有24台特斯拉Megapack 2XL，但这里的消息是，该提案因安全风险遭到了社区的反对。

Of the people that attended a meeting about this project, 70-80% were opposed, they were worried about fires thanks to a school being nearby. From day one, battery energy storage projects, specifically from Tesla, have actually been pretty safe, and as we talked about last week, the reliability has come a long way in just the past few years. At this point, it's safe to say worrying about battery fires, specifically from a Tesla Megapack, is not a rational fear. So the fire department in the Mount Sinai area said they were satisfied with everything they heard at the meeting, but it's the general public that still needs to be educated. Apparently, one cyber truck is not enough for Kim Kardashian, as the word is, she has now become a repeat customer, having now bought a second one that she has wrapped in black.

在有关这个项目的会议上，出席的人中，70-80%持反对意见，他们担心附近有一所学校会引发火灾。从第一天起，特斯拉等电池储能项目实际上一直相当安全，就像我们上周讨论的，可靠性在过去几年取得了长足进步。现在可以说担心特斯拉Megapack引发火灾不是一个理性的恐惧。所以，位于西奈山地区的消防部门表示他们对会议中听到的一切感到满意，但仍需要教育普通大众。显然，对于金·卡戴珊来说，一辆Cybertruck并不够，据说她现在成为了一个回头客，已经购买了第二辆并将其涂成了黑色。

Speaking of the cyber truck in black, I saw this one on a Reddit forum over the weekend and felt compelled to pass it along, this one's pretty neat. On X, Christopher took delivery of his cyber beast and had a conversation with some of the Tesla reps, and he learned the cyber beast ratio is less than 10% of all cyber truck deliveries, and he said the delivery center that he talked to is doing double the Model Y volume since Tesla made the announcement about the .99% financing. For both the Model Y rear wheel drive and all-wheel drive, you can now choose the dark gray Gemini wheels for an additional $500. The light or silver option is still available and now it's free. Additionally, the Model 3 performance got its official EPA range and its 303 miles up from 296 that was listed previously, and the 19-inch Nova wheels on the Model 3 are now $1,000 down from 1500 before.

说起黑色的电动卡车，我在周末在Reddit论坛上看到了这辆车，觉得有必要分享一下，这辆车相当不错。在X方面，克里斯托弗接收了他的电动野兽，并与一些特斯拉代表进行了交流，他得知电动野兽的比例不到所有电动卡车交付的10%，他说与他交谈的交付中心在特斯拉宣布.99%融资方案后，现在增加了两倍的Model Y销量。现在，无论是Model Y后轮驱动还是全轮驱动，您现在都可以选择额外支付$500选择深灰色的Gemini轮毂。浅色或银色选项仍然可用，现在是免费的。此外，Model 3性能的官方EPA续航里程为303英里，比之前列出的296英里有所增加，而Model 3上的19英寸Nova轮毂现在价格为1000美元，之前为1500美元。

By now, you've probably seen the former Prime Minister of the UK, Boris Johnson, as he tried out FSD and he had a lot of great things to say. From his experience, however, we learned that there was one part where the car was being waved at, but it was not moving. The Tesla employee, who was in the car with him, said it does not yet recognize that gesture being waved at, but we're fixing it for the next iteration, it should be done next month. The easiest takeaway of Johnson's overall experience, he said, I can report, ladies and gents, that the overall effect is astonishing.

到目前为止，你可能已经看到了英国前首相鲍里斯·约翰逊使用全自动驾驶系统时说了很多好话。然而，从他的体验中，我们了解到有一个地方他试图挥手示意汽车，但汽车并未动作。特斯拉员工在车内告诉他，车辆目前还不能识别这种手势，但我们正在为下一个版本修复这个问题，应该在下个月完成。约翰逊总体的体验最容易被理解的部分是，他说：女士们先生们，我可以报告一下，总体效果令人惊讶。

In a recent interview, Mary Barra has said their problems with battery cells are behind us now, those lines have ramped, we're right on schedule to what we said we were going to be. It's not an issue now, as we move forward, we're going to build to demand. She said we now have the capability, but that they would not get into what's happened in other regions and frankly, in some cases here, of the markdowns, because that really impacts your residual value and it hurts the brand over the long term. Which, yes, you could reasonably interpret, is a direct shot at Tesla. But hopefully, all of us here at this point are educated enough to know that the real reason GM's not going to lower the prices to try to compete with Tesla is because they can't, they're already losing too much money with their EVs. But if their all TM EVs don't start selling in higher volumes toward the end of this year, then they may not have a choice.

在最近的一次采访中，玛丽·巴拉表示他们与电池细胞的问题现在已经过去，这些线路已经升级，我们按照计划进行。现在这不是问题，当我们向前迈进时，我们将按需生产。她表示我们现在有这种能力，但他们不会谈及在其他地区发生的事情，坦率地说，在某些情况下甚至在这里出现的减价，因为这会影响到残值，并长期损害品牌。可以合理解释，这是针对特斯拉的直接攻击。但希望我们在这一点上都足够明智，知道通用汽车之所以不降低价格来与特斯拉竞争的真正原因是因为他们无法这样做，他们正在与他们的电动汽车亏损太多。但如果他们的所有TM电动汽车在今年年底之前销量不增加，那么他们可能别无选择。

Tesla stock closed the day at $186.60, up 6.66%. While the NASDAQ was up 0.22%. It was a higher volume day for Tesla, trading about 19 million shares above the average volume the past 30 days. Two quick things. First, thank you for your patience on days like yesterday, as I'm sure you all know, at times, life can come at you very fast. In response to those times, I have found a solution of sorts, so either later this week or next week there should be two electrified announcements. And I'm pretty excited for both of them as they should both serve to enhance the overall electrified experience given that I am in this for the long term. So be on the lookout for those. 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.

特斯拉股票收盘价为186.60美元，上涨了6.66%。纳斯达克上涨了0.22%。这是特斯拉交易量较大的一天，交易量比过去30天的平均交易量高了大约1900万股。简短地说，首先，感谢大家在昨天这样的日子里的耐心等待，我相信大家都知道，有时候，生活可能会突如其来。针对这些时刻，我已经找到了一种解决方案，所以本周晚些时候或下周人会有两个关于电动汽车的重要公告。我对它们都感到非常兴奋，因为它们都将有助于提升整体的电动车体验，考虑到我是长期投资的。所以请注意关注这两个公告。希望大家都有一个美好的一天。如果喜欢这个视频，请点赞。你可以在下面找到我的X链接。非常感谢所有支持我的Patreon支持者。