This Will Be "Extremely Massive" for Tesla / Tesla & DEPCOM / Tesla Semi in the News ⚡️

Welcome to Electrified, it's your host Dylan Loomis, so on last week that sore throat I had on Tuesday turned out to be the beginning of COVID. I was not able to go on that trip with my family, and still today I'm quite fatigued. Hence why I won't be on camera today, but thank you all for your patience and hopefully sometime this week I'll be feeling 100% again and the channel will be back to normal. If anyone's interested, Tesla's hiring for a data collection operator for the Tesla bought for the night shift in Palo Alto, effectively somebody to wear the motion tracker suit and the VR headset. I wouldn't read too far into it, but in the role they talked about carrying up to 30 pounds and walking up and down stairs.

欢迎来到Electrified，我是你的主持人Dylan Loomis。上周二我得了喉咙痛，结果发现是COVID的前兆。我无法和家人一起旅行，而且直到今天我仍然感到非常疲惫。因此今天我不会出现在镜头前，但感谢大家的耐心，希望这周内我能完全恢复，频道也会恢复正常。如果有人感兴趣的话，特斯拉正在招募一个数据收集操作员，在Palo Alto的夜班工作，任务是穿戴动作追踪套装和虚拟现实头戴设备。我不会对此过多解读，但这个角色描述中提到了搬运30磅的物体和上下楼梯。

When it comes to the Cybertruck wheels, there are two options in the configurator right now, the 25 inch Cyber wheel and cover, and then you have the 20 inch core wheel and cover. The smaller core wheels are all season tires with an estimated 340 miles of range, and the bigger Cyber wheels are of course all terrain tires with 318 miles of range. A user on the Cybertruck Owners Club forum just took delivery of the smaller Cyber wheel and he said driving home consumption was 304 watt hours per mile. This is around 370 miles on a full charge with mixed city driving and about half on the freeway.

关于Cybertruck的轮子，目前在配置器中有两个选项，一个是25英寸的Cyber轮子和盖子，另一个是20英寸的核心轮子和盖子。较小的核心轮子配备的是全季轮胎，估计续航里程为340英里，而较大的Cyber轮子则是全地形轮胎，续航里程为318英里。一位Cybertruck车主俱乐部的用户刚刚收到了配备较小Cyber轮子的车，他说在回家的路上，每英里的耗电量为304瓦时。这样一来，混合市区驾驶和大约一半时间在高速公路上行驶的情况下，满电可以行驶约370英里。

And there's not a lot of detail, but he said his next trip was 285 watt hours per mile, which works out to about 400 miles of range. He shared this picture right after delivery with those new core wheels and the new wheel caps. Responding to that report on the forum, Wes, a Cybertruck engineer said hopefully unsurprising all season tires are more efficient than all terrains. These are a custom construction which balances handling and efficiency while also reducing road noise highly recommend. With winter right around the corner, Wes also said yes, they're aiming to get a three peak winter package available on the Tesla shop soon.

他说没有很多细节，但提到他的下次行程耗电为每英里285瓦时，相当于大约400英里的续航。他在交付后立即分享了这张新核心轮和新轮毂盖的照片。 在论坛上回应这一报告时，赛博卡车工程师韦斯表示，希望不意外的是，全季节轮胎比全地形轮胎更高效。这些是特制的轮胎，平衡了操控性和效率，同时还减少了道路噪音，强烈推荐。考虑到冬季即将来临，韦斯还说，他们希望能很快在特斯拉商店上架具有“三峰雪花标志”（极寒山地条件认证）的冬季套装。

If you ever see this logo on any tires out there, that means it's a three peak mountain snowflake tire, which really just means they're supposed to be the best in severe winter conditions. Sounds like Tesla will have an option like this in the shop, not necessarily on the configurator here in the next few weeks. Unplugged performance also just recently announced their new sting outfit for the Cybertruck. They did say this was engineered for both government and civilian use. This was done in partnership with our committee's defense, who is a recognized leader for government defense applications.

如果你在轮胎上看到这个标志，这意味着这是一个“三峰山雪花”轮胎，这种轮胎在严冬条件下表现最好。听说特斯拉将在接下来的几周内在其商店提供这种轮胎，但不一定会立即在配置器上显示。Unplugged Performance最近也宣布了他们为Cybertruck设计的新“刺套装”。他们表示这个套装是为政府和民用双重用途设计的。这是与知名的政府防务应用领导者我们的防务委员会合作完成的。

On X, Gear Musk did share a video of a Cybertruck that apparently I don't think it was doctored had a green license plate in China specifically in Tianjin. No, the Cybertruck is not officially available for order in China and we can't forget Elon did say getting Cybertruck road legal in China would be very difficult. Just wanted to say I would not take this as a sign that the Cybertruck will be available for order in the Chinese market anytime soon. There was a similar situation in India as they just celebrated their 78th Independence Day and one Indian entrepreneur had a Cybertruck wrapped to celebrate the event.

在社交平台X上，Gear Musk分享了一段视频，视频中出现了一辆带有中国天津绿色车牌的Cybertruck。我认为这辆车并没有经过处理。目前，Cybertruck在中国还不能正式预订，Elon Musk也曾表示要让Cybertruck在中国合法上路是非常困难的。所以，我不认为这意味着Cybertruck很快会在中国市场开放预订。类似的情况也发生在印度，他们刚刚庆祝了第78个独立日，一位印度企业家为庆祝活动用Cybertruck做了特别装饰。

There were some reports out there that Elon gifted a Cybertruck to a Russian warlord and there was some video of him driving it around but Elon later denied those reports that he gifted the truck. And if you missed it, the Cybertruck was again the best selling vehicle in the US over $100,000 in July making it two months in a row with that title. And the $700 Cybertruck cooler is now officially out of stock. Piper Sandler analyst just hosted two events. One was a trip to Tesla's Lathrop Factory and the other was a webinar with Elias Martinez who created the FSD community tracker.

有报道称，Elon 送了一辆Cybertruck给一个俄罗斯的军阀，还有视频显示他开着这辆车，但Elon后来否认了赠送这辆车的报道。值得注意的是，Cybertruck在7月份再次成为美国售价超过10万美元的最畅销车辆，这已经是连续两个月获得这一称号了。此外，售价700美元的Cybertruck冷却器现在已经正式售罄。Piper Sandler 的分析师刚刚主持了两场活动，一场是参观特斯拉位于Lathrop的工厂，另一场是与创建了FSD社区追踪器的 Elias Martinez 举办的网络研讨会。

The takeaways were quite underwhelming honestly but they did say as battery tech matures hardware could become a commodity and Tesla will not be able to compete solely on price. Honestly though given the Chinese dominance here we're effectively there already and that's why things like Tesla's auto bidder and its fully integrated software with Opticaster in virtual machine mode are what really separate Tesla from the rest. Points 5 through 8 were all things we already know. They said Tesla currently imports LFP cells and did not comment on potential in-house production using CATL machines.

老实说，这次会议的成果让人觉得有些乏善可陈。不过他们提到，随着电池技术的成熟，硬件可能会变成一种商品，届时特斯拉将无法仅仅通过价格来竞争。其实考虑到中国在这一领域的主导地位，我们实际上已经处于这种情况了。这也是特斯拉的Auto Bidder和与Opticaster完全集成的软件在虚拟机模式下，真正让特斯拉与其他公司区分开来的原因。第5到第8点都是我们已经知道的内容。他们说特斯拉目前进口LFP电池，但没有评论是否会使用CATL的设备进行内部生产。

However I do think the expectation still should be that Tesla will begin making LFP cells in Nevada using these CATL machines sometime in the next year. They said Tesla energy's long-term gross margin target does align with other segments at around 20%. Unfortunately though they didn't say if this was coming directly from somebody at Tesla or that's just their assumption based on what they saw. When it comes to the portion on the FSD community tracker I'm not going to spend time here they did say over the last six months 107 users have submitted data which as I've been saying is just a ridiculously small sample size.

不过，我认为还是应该期待特斯拉在明年内开始使用这些宁德时代的设备在内华达生产LFP电池。他们提到，特斯拉能源的长期毛利率目标与其他部门大致相同，大约在20%左右。但遗憾的是，他们没有具体说明这是否直接来自特斯拉内部的消息，还是只是他们根据所见做出的假设。至于FSD社区追踪器的部分，我不会在这里花太多时间，他们提到在过去六个月里，有107位用户提交了数据，但正如我之前说的，这个样本规模实在是小得可笑。

They did say it's challenging to use those absolute numbers to draw direct comparisons between FSD and Waymo but you don't need a webinar to know that comparing Tesla's FSD which drives anywhere around the country to Waymo which drives on very specific streets in specific cities only is a fool's errand. Not to mention it was only in the last week or two when Waymo was actually opened up to operate on the expressway in San Francisco.

他们确实说过，使用那些绝对数字来直接比较FSD（全自动驾驶）和Waymo是有挑战性的，但你不需要一个网络研讨会就可以知道，把特斯拉的FSD——在全国各地都能开——和Waymo——只在特定城市的特定街道上行驶——进行比较是件愚蠢的事情。更不用说就在一两周前，Waymo才刚刚开始在旧金山的高速公路上运营。

For what it's worth having a quick look at the dashboard for that community data you can look at the yellow line on the left which is City Miles and we're looking at the miles to critical disengagement. On branch 12.3 it was 128 miles and for version 12.5 it's actually come down to 126 miles.

为了方便查看该社区数据，可以快速看一下仪表盘上的黄色线条，那是 “城市里程”。我们关注的是与“关键脱离”的距离。在12.3分支版本中是128英里，而在12.5版本中实际上降到了126英里。

The list of countries that has permanently or temporarily band X is continually growing and it's almost like there's a concerted global effort to stifle free speech. Luckily there are still ways to fight back but I've seen way too many people mistakenly saying that a VPN is only for when you're traveling. Here's why in 2024 in my book a VPN like Surfshark is in must own territory even if you don't travel at all.

禁止X的国家名单不断增加，这几乎像是全球努力在压制言论自由。幸运的是，仍有一些方法可以反击，但我看到太多人误以为VPN只能在旅行时使用。以下是为什么到2024年，在我看来，即使你根本不旅行，像Surfshark这样的VPN也是必备工具。

They do sponsor the channel but even the FTC has said that many internet service providers collect and share far more data about their customers than many consumers expect including access to all their internet traffic and real-time location data. Surfshark will block all of this data from your ISP and a VPN can also help you avoid bandwidth throttling you may not be aware of plus you can access blocked websites. Surfshark also has a strict no logs policy and operates on RAM only servers so no data is being stored in physical hard drives and yes this policy has been audited by Deloitte and of course Surfshark still has the clean web feature that blocks ads malware and trackers.

他们确实赞助了这个频道，但即使是FTC（联邦贸易委员会）也表示，许多互联网服务提供商收集和分享的数据远远超出许多消费者的预期，包括访问所有互联网流量和实时位置数据。Surfshark可以阻止你的ISP（互联网服务提供商）获取这些数据，并且VPN还可以帮助你避免你可能未察觉的带宽限制，你还可以访问被屏蔽的网站。Surfshark还有严格的无日志政策，并且只在RAM（随机存取存储器）服务器上运行，所以没有数据会被存储在物理硬盘上。是的，这项政策已经通过德勤公司的审计，当然，Surfshark仍然拥有清洁网络功能，可以屏蔽广告、恶意软件和追踪器。

For less than a cup of coffee per month Surfshark is a no brainer in my book so if you'd like to support the channel and take your privacy back for your family you can enter coupon code electrified for an extra four months free at surfshark.com slash electrified linked below or by using the QR code on the screen. It was interesting this post from Bloomberg reporter Ashley Vance went viral over the weekend when really all she said was a source said that Tesla has a massive edge on the bridge between AI and the physical world. It's almost like the Tesla community has been banging the drum about Tesla's real world AI now for months.

每月只需一杯咖啡的价格，Surfshark 在我的书中是个不二之选。所以如果你想支持频道并为你的家人重获隐私，你可以在 surfshark.com/electrified 使用优惠码 electrified 额外获得四个月的免费服务，或者扫描屏幕上的二维码。上周末，彭博社记者 Ashley Vance 的一篇帖子火了起来。其实她只提到消息人士说特斯拉在人工智能与物理世界之间的桥梁上有巨大优势。特斯拉社区几乎已经为特斯拉的现实世界 AI 敲了好几个月的鼓了。

She said the source thinks others building humanoid bots don't have a great first customer whereas Tesla can test on its own factories first before it sends robots to customers. Everybody else doesn't have factories Tesla does the source said I think it'll be extremely important when the physical part of AI starts to kick in being able to bridge the AI into the physical world will be extremely massive. I think none of the other companies will be able to follow and fairness maybe there is some truth to the world needing to hear this from somebody other than Elon.

她说消息来源认为其他制造类人机器人公司没有一个好的首批客户，而特斯拉可以先在自己的工厂里测试，然后再送给客户。消息来源称：“其他公司没有工厂，而特斯拉有。我认为当AI的物理部分开始起作用时，这将非常重要。能够将AI与物理世界连接起来将会非常巨大。我认为其他公司无法跟随这个步伐。” 或许世界真的需要从其他人那里听到这些，而不仅仅是从Elon那里。

I'm sure most of you have seen the new gray interior textile for the Mexican market and the base rear wheel drive model three. It's just standard fabric which yes is something we may see on the upcoming Robo taxi. The interior lighting is just white not multicolor there's no heating or ventilation for the seats the steering wheel is not heated and for this trim again just in the Mexican market it does not have a rear screen. The sound system has less speakers and one less amp and the acoustic glass is only for the front windows. As we saw with the Cybertruck prices in Mexico are indeed a bit higher so this is a move to help combat that.

我相信大多数人已经看到了针对墨西哥市场和基础款后轮驱动Model 3的新灰色内饰纺织品。它只是普通的织物，没错，这可能会出现在即将推出的Robo出租车上。内饰照明只是白色的，而不是多色的，座椅没有加热或通风功能，方向盘也不加热。而对于这个配置来说，仅在墨西哥市场，它没有后屏幕。音响系统的扬声器数量较少，功放也少了一个，隔音玻璃只用于前窗。正如我们在Cybertruck看到的那样，墨西哥的价格确实有点高，所以这是为了帮助应对这一情况。

In an interview with Reuters Trump just said he would consider ending the $7,500 tax credit for EVs calling it ridiculous. He said tax credits and tax incentives are not generally a very good thing. He also said if he was elected he would tap Elon for a cabinet or advisory role if Elon would do it. Friendly reminder Trump was president from 2017 to 2020 and the explicit fossil fuel subsidies were 400 billion, 600 billion, 600 billion and 500 billion per year respectively. Basically explicit fossil fuel subsidies directly reduce the price of fossil fuels and on the other hand the implicit subsidies are the costs that taxpayers or insurance companies are paying for the air pollution and the climate impacts experienced because of the fossil fuels. Hence why I read the numbers for the explicit subsidies only.

在接受路透社采访时，特朗普表示他会考虑取消电动汽车的7500美元税收抵免，并称其为荒谬。他说税收抵免和税收激励通常不是很好。他还提到，如果他当选，他会邀请埃隆（马斯克）担任内阁或顾问角色，如果埃隆愿意的话。友情提醒一下，特朗普在2017年至2020年期间担任总统，而当时化石燃料的显性补贴分别是4000亿、6000亿、6000亿和5000亿美元。显性化石燃料补贴直接降低了化石燃料的价格，而隐性补贴则是纳税人或保险公司为空气污染和因化石燃料造成的气候影响所支付的成本。因此，我只讨论了显性补贴的数额。

So if you want to take him away for EVs let's take him away for fossil fuels as well. On this cabinet or advisory role I've been saying all along even if it's never an official position I think this is a role that Elon will assume in the event Trump does win. There's a Reddit user that's been reporting on these fields that are supposedly housing thousands of unsold Teslas. Well in his latest round of photos you can see most of these vehicles except for maybe 40 of them that are on the other side of this lot in this image have been moved or sold or taken to delivery centers so as I've been expecting this is mostly a nothing burger story. Tesla app update said version 4.36.0 has been decompiled and they said there is more summon stuff in the code but it's more confusing than ever and they're seeing limitations with when it can be used. Their guest's expectation is that Tesla may roll out a limited version of smart summon but either way there's still a lot of work being done on that front and they think it may be related to the Robotaxy event. Remember that four year investigation by NHTSA on the Model S and X suspension system? Well that has finally been closed. After all that time the evaluation is closed without a manufacturer action. Conclusion no instance has shown that a failure of the four link in this manner prevented the controllability of the vehicle in testing and reported failures. Who could forget back in December when Reuters reported tens of thousands of owners had experienced premature failures of suspension or steering part since 2016. Yep so much for that one as this report is officially closed. In case you missed it legacy SNX vehicles with MCU1 have actually been getting supervised FSD. Just more evidence Tesla is doing whatever it can to not leave any customers behind. Not that they never will but this is clearly a strong sign that they're at least doing what they can. We already know there's a lot of software optimization that needs to happen for hardware 3 to get supervised FSD so I'd imagine there was a fair amount for MCU1 as well.

所以，如果你想因为电动车（EVs）把他带走，那也把他因为化石燃料（fossil fuels）带走。在这个内阁或顾问角色上，我一直在说，即使这从来都不是一个正式的职位，如果特朗普赢了，我认为埃隆（Elon）会承担这个角色。 一位Reddit用户一直在报道那些据称存放了成千上万辆未售出的特斯拉汽车的场地。在他的最新一轮照片中，你可以看到除了一些可能在图片另一侧的车辆外，大多数车辆都已被移走、卖掉或送到了交付中心。所以，正如我所预料的，这基本上是一个不值得关注的事情。 特斯拉应用程序的更新版本4.36.0被反编译后，他们说代码中有更多关于召唤功能的内容，但现在比以前更加混乱，他们看到使用时的限制条件。猜测是特斯拉可能会推出一个受限版本的智能召唤，但无论怎样，仍有大量工作要做，他们认为这可能与机器出租车（Robotaxi）事件有关。 还记得国家公路交通安全管理局（NHTSA）对Model S和Model X悬挂系统进行了四年的调查吗？这件事终于结束了。经过这么长时间的评估，最终结案，且未采取任何制造商行动。结论是，在测试和报告的故障中，没有显示出四连杆的这种故障会妨碍车辆的可控性。 回想一下去年12月，路透社报道自2016年以来有成千上万个车主经历了悬挂或转向部件的过早故障。好吧，现在这件事也正式结束了。 如果你错过了，配备MCU1的旧款SNX车辆实际上已经在获得监督下的完全自动驾驶（FSD）。这进一步证明特斯拉正在尽其所能，不让任何客户落后。虽然他们不可能永远做到这一点，但这至少表明他们正在尽力而为。我们已经知道，为了让硬件3实现监督下的FSD，需要进行大量的软件优化，所以我想MCU1也需要相当多的优化工作。

Local news in California is reporting a Tesla semi-fire that started very early this morning just off the highway. Sadly in this six minute clip they said nothing about what caused the Tesla semi to go off the road nor anything about what caused this fire. Because the Tesla's truck's battery is what caught fire and officials say the toxic fumes they're very dangerous to breathe. This is a toxic situation and that fire chief also tells me there are Tesla engineers on scene advising how to battle this kind of electric vehicle battery fire they're trying to determine how much of a charge that battery has could be anywhere from six to twelve hours. And what do we know about the cause of this? We understand it's just was the semi and there wasn't a load that was being carried so just the cab. The driver was not injured it's still under investigation exactly what happened on what caused the crash but for unknown reasons he veered off the roadway and went into the trees and that's when the truck caught on fire. With the road closure thanks to the accident I'm sure this will be all over the local news unfortunately but hopefully we get some answers in the days ahead.

加州当地新闻报道称，一辆特斯拉半挂车在今天清晨于高速公路边起火。遗憾的是，在这六分钟的新闻片段中，他们没有提到导致特斯拉半挂车偏离道路的原因，也没有提到起火的原因。由于特斯拉卡车的电池起火，官员们表示产生的有毒气体对呼吸非常危险。这是一个非常危险的情况。消防队长也告诉我，现场有特斯拉工程师在指导如何扑灭这种电动汽车电池火灾，他们正在确定电池的剩余电量，可能需要六到十二小时才能完全解决。那么我们对起火的原因了解多少呢？据悉，这辆车只是半挂车，车头部分当时没有载货。司机没有受伤，事故的具体原因仍在调查中，但由于未知原因，他偏离了道路，撞上了树林，卡车随即起火。事故导致道路关闭，我相信这不幸的事件会成为当地新闻的热门，但希望我们能在接下来的几天内找到一些答案。

US firm Natron Energy has just announced plans for a sodium ion gigafactory in North Carolina. It'll be an edge cone county with an eventual production capacity of 24 gigawatt hours. The capacity will primarily go to the energy storage market. It was actually earlier this year we learned that Natron Energy already started making sodium ion batteries at a factory in Michigan.

美国公司Natron Energy刚刚宣布将在北卡罗来纳州建立一个钠离子电池超级工厂。这个工厂将位于边界郡，最终的生产能力将达到24吉瓦时。产能主要供应能源存储市场。实际上，早在今年早些时候，我们就了解到Natron Energy已经在密歇根州的一家工厂开始生产钠离子电池。

In Arizona Tucson Electric has just announced plans for an 800 megawatt hour battery storage project. They're aiming to commission this project dubbed Road Runner Reserve 2 in early 2026. This follows Road Runner Reserve 1 a project set to come online in 2025 and it's also 800 megawatt hours. Both projects will be built by engineering and procurement firm DEPCON and they will use lithium iron phosphate batteries.

亚利桑那州的图森电力公司刚刚宣布了一项800兆瓦时的电池储能项目计划。他们计划在2026年初启用这个名为“路跑者储备2号”的项目。这一计划紧随“路跑者储备1号”之后，后者预计将在2025年上线，容量同样为800兆瓦时。这两个项目都将由工程和采购公司DEPCON建设，并且将使用磷酸铁锂电池。

Going to DEPCON's website they're very big on American made and they said we believe in prioritizing the purchase of American made equipment from domestic manufacturers. A little bit more digging and you find that DEPCON's chief engineer Rob Reiner said that they've worked with Tesla on a recent solar plus storage project. He said the fully integrated design of the megapack including cells and vertors HVAC and controls meant it required virtually no field assembly which differentiated Tesla from many of its competitors.

翻译成中文，表达意思，尽量易读： 访问DEPCON的网站会发现，他们非常推崇美国制造。他们说：“我们认为应该优先购买来自国内制造商的美国制造设备。” 再深入一点研究，你会发现DEPCON的首席工程师Rob Reiner提到，他们最近和特斯拉合作了一个太阳能加储能项目。他说，特斯拉的Megapack具有完全集成的设计，包括电池单元、逆变器、暖通空调系统和控制系统，这意味着几乎不需要现场组装，这使得特斯拉与很多竞争对手不同。

There's nothing yet officially saying who the battery supplier will be for these two Road Runner projects in Arizona but these projects will get their energy from a local solar project which as we just read is a blueprint that DEPCON has already worked with Tesla on. So there's at least a chance that Tesla is in line for a new 1.6 gigawatt hour contract across these two projects. Again though I want to be clear that's all just speculation on my part.

目前尚未正式确定亚利桑那州这两个Road Runner项目的电池供应商是谁，但这些项目的能源将来自一个本地的太阳能项目。正如我们刚刚读到的，这是DEPCON已经与特斯拉合作过的一个蓝图。所以，特斯拉有可能会为这两个项目获得一个1.6吉瓦时的新合同。不过，我想强调一下，这一切只是我的推测。

A local report said that LG has begun reassigning some personnel from its O-Chang energy plant in South Korea. It sounds like 102 workers will be reassigned to the 4680 project. That's because those test lines are scheduled for mass production by the end of this month. This mass production of the 4680 presumably for Tesla is scheduled to begin in late quarter three or early quarter four.

当地一份报告称，LG已开始重新分配部分在韩国O-Chang能源工厂的员工。报道中提到，大约102名工人将被调到4680项目。这是因为这些测试生产线预计将在本月底开始量产。这次4680电池的量产预计是为特斯拉准备的，计划在第三季度末或第四季度初开始。

They said we've been conducting reassignments frequently due to the discontinuation of certain EV models or expansion of production lines but since the second half of last year the surplus workers have increased due to the EV chasm. LG has halted some of its battery production lines as automakers postpone battery delivery dates or delay EV development schedules due to increased inventory caused by slowing demand for EVs.

他们说，由于某些电动车型停产或生产线扩展，我们一直在频繁进行岗位调动。但自去年下半年以来，多余员工数量因电动车市场遇冷而增加。由于需求减缓导致库存增加，各汽车制造商推迟电池交货日期或延迟电动车开发计划，LG已经暂停了一些电池生产线。

In a sense you could read this as the industry slowdown from legacy OEMs is leading to more battery engineers opening up availability for the 4680 line. On LinkedIn the IHK Austria Brandenburg put a very positive post together talking about Gigabrelin. Think of this like a chamber of commerce. They said Gigabrelin is the largest training company has the most employees from the most nations, the lowest water consumption per vehicle produced in the industry, the location with the most charging stations is Brandenburg.

从某种意义上说，你可以理解为传统原始设备制造商（OEM）放缓的行业发展导致更多的电池工程师有时间涉及4680产线。在LinkedIn上，奥地利勃兰登堡工商业协会发布了一条非常积极的帖子，讨论Gigabrelin。可以把它想象成一个商会。他们表示，Gigabrelin是最大的培训公司，拥有来自最多国家的员工，生产每辆车的耗水量是行业中最低的，而且勃兰登堡是充电站最多的地方。

Their representatives recently got a tour and they said fascination for modern production quickly set in. There may be protesters that are against Gigabrelin but by and large the government and government agencies are very supportive of Gigabrelin. Ford just filed a new patent for an adaptive regenerative braking system they could use in future EVs. Basically the patent aims to adjust the level of regenerative braking based on what the driver is attempting to do so if you think about ice vehicles on the highway when you let off the accelerator the vehicles can still coast.

他们的代表最近进行了一次参观，他们表示对现代化生产的兴趣很快就出现了。可能会有反对Gigabrelin（吉加布林）的抗议者，但总的来说，政府及其机构非常支持Gigabrelin。福特公司刚刚申请了一项新专利，是用于未来电动汽车的自适应再生制动系统。基本上，这项专利旨在根据司机的意图来调整再生制动的力度。如果你想想高速公路上的传统燃油汽车，当你松开油门时，车辆仍然可以滑行。

Something Ford may be looking to mimic on the EV side. GM said today they're laying off more than 1000 salaried employees at its software and service units worldwide. They said as we build GM's future we must simplify for speed and excellence make bold choices and prioritize the investments that will have the greatest impact. GM said about half of these cuts will be in the US.

福特可能也在电动车方面寻求效仿。通用汽车今天表示，他们将在全球范围内裁员超过1000名软件和服务部门的员工。通用表示，为了构建公司的未来，我们必须简化流程以提升速度和卓越性，做出大胆的选择，并优先考虑那些影响最大的投资。通用还说道，这些裁员中大约一半将在美国进行。

In a new blog post Waymo has introduced its new sixth generation driver. They said we've significantly reduced the cost of our system while delivering even more resolution range compute and enabling more capabilities. With 13 cameras, four LIDAR, six radar and an array of external audio receivers our new sensor suite is optimized for greater performance at a significantly reduced cost without compromising safety.

在一篇新的博客文章中，Waymo 介绍了其第六代驾驶系统。他们表示：“我们在大幅降低系统成本的同时，提供了更高的分辨率、范围和计算能力，并且实现了更多功能。我们新的传感器套件包括13个摄像头、4个激光雷达、6个雷达和一系列外部音频接收器，优化后能够在显著降低成本的情况下提供更高性能，且不影响安全性。”

We've been able to reduce the number of sensors while maintaining our safety critical redundancies. We can swap out various sensing components to match the specific conditions of each operating environment like adjusting sensor cleaning for vehicles and colder climates. Our current system allows us to provide safe and reliable service to riders in the cities where we operate even in extreme heat fog rain and hail.

我们在保持安全关键冗余的同时，减少了传感器的数量。我们可以根据每个操作环境的具体情况更换各种传感组件，比如调整车辆的传感器清洁，以适应更寒冷的气候。现有的系统使我们能够在运营的城市中，即使在极端的高温、雾、大雨和冰雹天气下，依然为乘客提供安全可靠的服务。

Our sixth gen sensor suite already has thousands of miles of real world driving experience and our systems performance and simulation shows promising indications that we're on track to begin operating without a human behind the wheel in about half the time. This is the vehicle in partnership with Zieker that we've been talking about the past few weeks.

我们的第六代传感器套件已经在真实道路上积累了数千英里的驾驶经验，并且我们的系统性能和仿真结果都表明，我们有望在原计划的一半时间内实现无人驾驶。这就是我们过去几周一直在讨论的与泽克（Zieker）合作研发的车辆。

Tesla stock closed the day at $222.72 up 3.05% while the Nasdaq was up 1.39%. It was a quiet volume day for Tesla trading about 27 million shares below the average volume the past 30 days. Again thank you guys for bearing with me as of late.

特斯拉股票当天收盘价为222.72美元，上涨了3.05%，而纳斯达克指数上涨了1.39%。当天特斯拉的交易量较为平稳，约为2700万股，低于过去30天的平均交易量。再次感谢大家最近对我的包容和支持。

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