Buckle Up, Tesla Fans / New Tesla Features / Cybertruck Updates ⚡️

Welcome to Electrified, it's your host Dylan Loomis. Friday turned out to be a newsletter day and I'd encourage those of you that have not yet subscribed to do so so that we can all stay on the same page. As an example, in the future when I mentioned Tesla's quantized FSD version for Hardware 3, everybody will know what I mean if everyone's getting the newsletter. It's completely free and it's always linked below or you can head to electrifiednews.com.

欢迎来到 Electrified，我是主持人 Dylan Loomis。周五成了发送通讯的日子，我鼓励还没有订阅的朋友赶紧订阅，这样我们大家就能保持同步。举个例子，未来当我提到特斯拉为硬件3推出的量化版全自动驾驶（FSD）时，如果大家都订阅了通讯，就都会明白我的意思。这完全免费，而且链接总是放在下面，或者你也可以去 electrifiednews.com 查看。

I'm sure many of you have heard Tesla's referral program is indeed back, so as a buyer you can now get $1000 off your vehicle purchase if you use somebody's link, and as the referrer you can earn $500 for each referral up to 10 times per calendar year. And yes, once you hit that 10 referral mark for the calendar year, your link will no longer work, meaning the buyer will no longer get benefits. Right now, the only products that will qualify for these referral benefits are the Model S, 3X, and Y. These referrer benefits will be added to your Tesla credits, which you can now use for supercharging, a new vehicle purchase, which is new, any outstanding balance from a service appointment in the Tesla app or the Tesla shop or an upgrade purchase.

我相信很多人已经听说特斯拉的推荐计划确实回来了。作为买家，如果你使用别人的链接，现在可以在购车时享受1000美元的折扣。而作为推荐人，每次推荐成功你可以获得500美元，每个日历年最多可以获得10次奖励。是的，一旦你达到了当年10次推荐的上限，你的链接就不能再使用，这意味着买家将无法再获得优惠。目前，只有Model S、3、X、和Y型号的车辆符合这些推荐优惠条件。推荐人的奖励将添加到你的特斯拉积分中，你现在可以将这些积分用于超级充电、新车购买（这是新的）、结算特斯拉App或特斯拉商店中的维修服务待付余额，或购买升级配件。

Ohio and Virginia residents are not eligible for the referrer benefits, but they do qualify for buyer and loyalty benefits. My understanding is that's not Tesla's fault, those are just state rules. Plus, you'll also have a chance to win an invitation to an upcoming Tesla event. If you're not seeing the new referrer and earn tab on your Tesla app, just make sure you update it, that should fix the problem. And if you already own a qualifying Tesla product, the loyalty program is back, meaning you can get $1000 off your purchase of a Model S, 3X or Y.

俄亥俄州和弗吉尼亚州的居民无法享受推荐人福利，但他们仍然有资格享受买家和忠诚度福利。据我了解，这不是特斯拉的问题，而是这些州的规定。此外，您还有机会赢得参加即将举行的特斯拉活动的邀请。如果您在特斯拉应用程序中看不到新的推荐人和赚取选项，只需要更新应用程序，这个问题就能解决。如果您已经拥有符合条件的特斯拉产品，忠诚度计划已经回归，这意味着您在购买Model S、3、X或Y时可以减免1000美元。

Just so you know, there are people out there that recently placed an order that are now canceling, and they're eating that non-refundable $250 payment so that they can get the $1000 loyalty award for buying a new Tesla vehicle. Cyber truck excluded. I'm sure that will create some headaches for Tesla in the weeks ahead, but it certainly will not be a long-term problem. It looks like at least so far, this is for the United States only. Given that this new program is capped to 10 referrals per calendar year, there will no longer be a strong incentive for anyone to run ads sneakily using their referral link.

让你知道一下，目前有一些人最近下了订单，但是现在取消了，他们宁愿损失那250美元的不可退款费用，也要获得购买新特斯拉车辆的1000美元忠诚奖励（不包括Cybertruck）。我相信这在接下来的几周里会给特斯拉带来一些麻烦，但肯定不会是长期问题。看起来至少目前，这个情况仅限于美国。由于这个新项目每年最多只能推荐10次，所以也不会再有人偷偷用推荐链接投放广告了。

But despite the cap, you can still earn up to $5000 per year, and you can use that to buy a new Tesla vehicle, which is pretty awesome. And the word is that this can indeed be stacked with the $1000 military discount as well. If you're an Android user, you may need to go through the website version for now. There are plenty of great Tesla creators and fans out there for you to support, so don't let anybody in your circle of influence by a Tesla without using a valid link. I will have mine in the description below if you need one, and if I do hit the limit, I'll be sure to remove it, and once I hear about the rules for helping others get their links out there, I'll see what I can do for our community on that front.

尽管有上限，你每年仍然可以赚到最高5000美元，而你可以用这笔钱购买一辆新的特斯拉汽车，这真的很棒。据说这个奖励还可以与1000美元的军人折扣叠加使用。如果你是安卓用户，目前你可能需要通过网站版本进行操作。有很多伟大的特斯拉创建者和粉丝可以支持，因此不要让你身边的任何人在没有使用有效链接的情况下购买特斯拉。如果你需要，我的链接会在下方的描述中，如果我达到了限额，我会及时移除它。一旦我了解到如何帮助别人发布他们的链接的规则，我会看看能为我们的社区做些什么。

And this does mean with each new purchase, Tesla will be giving $1500 in benefits, but one third of that will be coming back to Tesla in some way, shape, or form. But still, this will be a slight margin headwind overall, but if it drives more sales, you can obviously have higher overall profits with lower margins if sales increase enough. There are some new release notes for Update 2024.32. This is a very early look, so there may be even more updates than this, but one, the navigation will now show relevant construction zones along your route.

这确实意味着每次新购买时，特斯拉将提供1500美元的福利，但其中三分之一会以某种方式回到特斯拉。尽管如此，这整体上会对利润率带来一些压力，但如果能推动更多销售，利润率低一些也能实现更高的总体利润。2024.32版本更新带来了新的发布说明。这是非常早期的预览，所以可能还会有更多更新。其中一项是导航系统现在会显示您行驶路线上的相关施工区域。

There will be predictive text for when you're searching the navigation bar, just like you're familiar with on Google and YouTube. Your vehicle will suggest search terms in addition to locations as you enter text in the navigation search bar. And there will be a search this area function. You'll be able to refine a navigation search when you zoom in or drag to a different area of the map by tapping search this area when prompted. So instead of getting results for something hundreds of miles away, with this option, you'll get results for things local to where you are. You'll also be notified in the mobile app when you need tire service.

当你在导航栏中输入时，会有预测文本功能，就像你在谷歌和 YouTube 上熟悉的一样。你的车辆会在你输入文字时，除了建议位置之外，还会建议搜索词。同时，还有“搜索此区域”功能。当你在地图上缩放或拖动到不同区域时，可以点击提示的“搜索此区域”来精确导航搜索。所以，你不会得到几百英里外的结果，而是得到与你当前位置相关的本地信息。此外，当你需要轮胎服务时，你也会在移动应用中收到通知。

There's also a chance that SiriusXM radio will be coming to your Tesla natively in the near future. I say there's a chance though, because SiriusXM has already taken down the page that had instructions for getting this in your Tesla. And the word is this would be a streaming version of Sirius not one dependent on satellites, meaning the entire sexy lineup and the Cybertruck would be eligible to get Sirius. The streaming version does have more channels, but it's expected to require Tesla's premium connectivity. Pricing could be somewhere between $17 and $29 per month.

未来，你的特斯拉有可能会原生支持SiriusXM电台。不过我说“可能”，是因为SiriusXM已经删除了关于如何在特斯拉中安装的说明页面。据说这将是一个流媒体版本，而不是依赖卫星的版本，这意味着所有现有的特斯拉车型和Cybertruck都有望使用SiriusXM。 这个流媒体版本的频道更多，但预计需要特斯拉的高级连接服务。价格可能在每月17美元到29美元之间。

But if you've ever had Sirius before, you may know that if you call to cancel, they typically will give you a better deal for up to a year. Sirius is still quite popular in certain circles, like live sports, so it'll be nice to have the option if indeed this does come with a future software update. Canada has decided to impose 100% tariffs on Chinese made electric vehicles and 25% on steel and aluminum. The surtax on EVs will take effect on October 1st, and this is in addition to an existing 6.1% tariff that applies to Chinese EVs. The levies on aluminum and steel will go into effect on October 15th, and the public can comment on this news until it's finalized on October 1st. Canada is also launching a new 30-day consultation on other sectors, including batteries and battery parts, semiconductors, solar and critical minerals. This isn't really a major surprise, given how reliant Canada is on the United States when it comes to exports.

但是，如果你以前用过Sirius（西瑞卫星广播），你可能知道，如果你打电话去取消，他们通常会给你一个最长可达一年的更好优惠。Sirius在某些圈子里仍然很受欢迎，比如现场体育节目。所以，如果这确实随着未来的软件更新一起推出，将是一个不错的选择。加拿大决定对中国制造的电动车征收100%的关税，对钢铁和铝征收25%的关税。电动车的附加税将于10月1日生效，这是在现有的6.1%关税基础上叠加的。对铝和钢铁的征税将于10月15日生效，公众可以在10月1日之前对此新闻发表评论。加拿大还启动了一个为期30天的咨询，涵盖其他领域，包括电池及电池零件、半导体、太阳能及关键矿物。考虑到加拿大在出口方面对美国的依赖程度，这并不令人感到意外。

The vast majority of Canada's light vehicle production, which last year was 1.5 million units, is actually exported to the US. The government will also limit eligibility for EV incentives to products made in countries that have negotiated free trade agreements with Canada. It plans to review the new levies within one year of them going into effect. Just some context, the value of Chinese EVs imported to Canada was $1.6 billion in 2023, which was an order of magnitude higher than where it was in 2022, which was largely thanks to Tesla importing the Model Y from Shanghai. But this move is really geared towards slowing down BYD and other Chinese companies, as BYD recently told lawmakers in Canada about its plans to enter the country. The way I see it, this really is just protectionism at its finest, as the Parliamentary Budget Office in Canada has estimated that the cost of government support for EV battery manufacturing for three companies, NorthVolt, VW and Stellantis, is going to be north of $43 billion over the next decade.

加拿大的轻型汽车生产量绝大部分用于出口到美国。去年，加拿大生产了150万辆轻型汽车。政府还将把电动车激励政策仅限于那些与加拿大签订了自由贸易协定的国家制造的产品。计划在新税收政策实施一年内进行审查。作为背景信息，2023年中国电动车进口到加拿大的总值为16亿美元，比2022年增长了一个数量级，这主要得益于特斯拉从上海进口的Model Y。但这一举措实际上是针对比亚迪和其他中国公司的，因为比亚迪最近向加拿大立法者表明了进入该国的计划。在我看来，这完全是一种保护主义的体现。加拿大议会预算办公室估计，在未来十年内，政府对北伏特、大众和斯特兰蒂斯三家公司电动车电池制造的支持费用将超过430亿美元。

The Canadian government has packaged up this move as fighting back against the unfair Chinese practices of oversupply, but we all know if these Chinese EVs were allowed to freely flow into the Canadian market, the domestic players would be destroyed. The big question though is how is this going to impact Tesla? So far, Trudeau has not specified if the tariffs will be made lower for Tesla or if Tesla will be treated just like everybody else. We know Tesla's cost of manufacturing is much lower from China, which is why they've been exporting vehicles from China to Canada, but a 100% tariff would of course render those benefits irrelevant, forcing Tesla to export vehicles from the US to Canada, where Tesla's cost of manufacturing is indeed higher than Shanghai. There's at least a chance Canada gives Tesla a special lower tariff rate as a good will move to encourage Tesla to keep expanding operations in Canada, but they'll have to find a justification to do so if they want to go that route.

加拿大政府将此举包装为对抗中国不公平的过剩供应做法，但我们都知道，如果这些中国电动汽车被允许自由流入加拿大市场，本土企业将会被摧毁。不过，大问题是这将如何影响特斯拉？目前为止，特鲁多尚未明确说明是否会对特斯拉降低关税，还是特斯拉会与其他公司一样被对待。我们知道特斯拉在中国的制造成本要低得多，这也是他们将汽车从中国出口到加拿大的原因，但100%的关税当然会让这些优势变得无关紧要，迫使特斯拉从美国向加拿大出口车辆，而在美国制造的成本确实高于上海。加拿大有可能出于善意，给予特斯拉较低的特别关税，以鼓励特斯拉在加拿大继续扩展业务，但如果他们想走这条路，就必须找到一个合理的理由。

This will also likely end up as a slight margin headwind for Tesla given Canadian deliveries will now likely come from Fremont where manufacturing costs are higher, but when you factor in potentially lower shipping costs, it's tough to get a clean read on how this will really shake out. Let's not forget at one point, Trudeau said climate change is the greatest long-term threat we face as a global community, but we all know actions speak louder than words, so what Trudeau should have said back then was competition is the greatest long-term threat to Canada. And listen, I'm not just dunking on Canada here, I have the exact same feelings to the US doing the exact same thing. Elon shared some new video inside of Cortex-Tesla's new AI training supercomputer at Giga Texas. You'll notice a few things, you see the tiles here, and then when you go forward in the video, you will see this vented floor in this aisle and continuing on back to the tile. Now I'm not going to wildly speculate as to whether Tesla is using roll cooling or rack cooling or room cooling or some combination thereof, but if you look at this image, it'll give you a rough idea. Over the past decade, many data centers actually used this raised access floor for these data centers where you have these alternating rows and in between each you have these perforated panels.

这也很有可能会对特斯拉带来一些负面的利润影响，因为加拿大的交付现在可能会来自弗里蒙特（Fremont），而那里制造成本较高，但如果考虑到可能降低的运输成本，很难准确评估最终的结果。别忘了，特鲁多曾说过气候变化是全球社区面临的最大长期威胁，但我们都知道行动胜于言辞，所以特鲁多当时应该说的是竞争才是加拿大面临的最大长期威胁。听着，我并不是只针对加拿大，我对美国做同样的事情也有同样的感觉。 埃隆分享了一些有关特斯拉在德克萨斯超级工厂的新AI训练超级电脑Cortex内部的视频。你会注意到几件事，首先你看到了这些瓷砖，然后在视频前进时，你会看到这一过道中的通风地板，一直延伸到瓷砖。现在我不会胡乱猜测特斯拉是使用辊冷却（roll cooling）、机架冷却（rack cooling）、房间冷却（room cooling）还是这些方法的某种组合，但如果你看这张图片，它会给你一个大致的想法。在过去的十年中，许多数据中心实际上使用了这种升高的地板，在这些数据中心中，你会看到这些交替排列的行列，每行之间都有穿孔板。

This method effectively creates both cold isles and hot isles, and you can see the blue arrows that are under the raised access floor and how they would flow in this setup. So you would have the cold air flowing up and cooling the front of these computers and then you have the heat dissipating from the back where these will actually face each other again, creating those hot isles. Many of these flooring panels I found online are actually resistant to fires and they have a reflective coating, which really just helps to maximize the energy efficiency.

这种方法有效地创建了冷通道和热通道。你可以看到蓝色的箭头标示在架高地板下，并且能看到它们在这种布局中的流动方式。冷空气会向上流动，冷却计算机的前部，然后热量从计算机后部散发出来，形成热通道。网上我找到的许多地板面板实际上是防火的，并且有反光涂层，这有助于最大化能源效率。

In prime Tesla fashion, you have this cardboard for that's apparently taped to the ceiling for this one row. It's tough to count how many bays are really in this video, but it's at least eight and likely a few more than that. And Tesla does have the doors on the rows that actually have the venting on the floor. And in between they have a row without a door which would likely be for the hot isles. That's where you see all of the cabling and you would expect much of the heat dissipation to be.

按照典型的特斯拉风格，在这一排的天花板上有个用胶带粘住的纸板。视频中到底有多少排机架很难数清，但至少有八排，可能更多。特斯拉在那些地板上有通风口的排机架上安装了门，而在这些排之间有一排没有门，这里可能就是所谓的热通道。在这里你会看到很多电缆，也预期到大部分的热量会在这里散发。

What this really means for Tesla though is this, if we look at this chart Tesla shared on their Q2 slide deck, we're currently right about here just before September. Tesla currently working with roughly 40,000 H100 equivalent GPUs. But in the next four months, this number is set to more than double for Tesla going to just shy of 90,000 H100 equivalents. Where this really starts to get interesting is remembering that Tesla released the end to end neural net version 12 around March of 2024 when they were below 30,000 H100 equivalents.

这对特斯拉真正的意义在于，如果我们看一下特斯拉在第二季度报告中分享的这张图表，目前我们大概就在接近九月的位置。特斯拉现在大约有4万个相当于H100的GPU。但在接下来的四个月里，这个数量将增加一倍多，达到接近9万个H100等效GPU。有趣的是，特斯拉大约在2024年3月发布了端到端神经网络版本12，那时他们的GPU数量还不到3万个H100等效。

So the question should be asked what type of FSD product will Tesla be able to deliver in the next few months when their compute is three times higher than where it was when they launched FSD version 12. And it gets better replying to that chart Elon said they're also using Tesla's AI4 computer in the training loop with the Nvidia GPUs currently at a one to two ratio. That means around 90,000 H100 plus around 40,000 AI4 computers.

因此，有一个问题是，当计算量是 FSD 版本 12 发布时的三倍，特斯拉将在接下来的几个月里能够提供什么类型的 FSD 产品。更有意思的是，埃隆在回应这个图表时说，他们还在训练过程中同时使用特斯拉的 AI4 计算机和 Nvidia 的 GPU，目前的比例是 1:2。这意味着大约有 90,000 台 H100 及40,000 台 AI4 计算机。

So the way I interpret that post from Elon, this chart does not include anything when it comes to AI4 being used for compute. Elon has previously said Cortex will be around 100,000 H100 and H200 with massive storage for video training of FSD and Optimus. And those numbers are also likely excluding Tesla's AI4 compute. For some context, Elon has said that $500 million is only equivalent to a 10,000 H100 system from Nvidia.

所以依我理解，埃隆的那篇帖子里的图表并没有包含任何与用于计算的AI4相关内容。埃隆以前曾说Cortex将大约有10万个H100和H200，以及用于视频训练FSD和Optimus的大量存储。而这些数字可能还不包括特斯拉的AI4计算。为了提供一些背景信息，埃隆曾说过，5亿美元的资金只能买到1万个英伟达H100系统。

So barring any volume discounts, if you multiply both of these numbers by 10, that would be about $5 billion for a 100,000 H100 system. And we don't know if this is included in the data or not, but Elon said Dojo 1 will have roughly 8,000 H100 equivalent of training online by the end of this year. Which means by the end of this year, Dojo could be accounting for roughly 8% of Tesla's compute capacity.

所以，如果不考虑任何大宗折扣，把这两个数字都乘以10，那么10万个H100系统的成本约为50亿美元。目前我们还不清楚这些信息是否包括在数据中，但埃隆说到今年年底，Dojo 1将上线大约8000个相当于H100的训练能力。这意味着到今年年底，Dojo可能占特斯拉计算能力的大约8%。

But let's temper our expectations throughout the rest of this year and even the first half of 2025 because Elon has said it's very difficult bringing the 10,000 H100 cluster online. The uptime and performance are low at first, but then they improve with lots of work by Tesla and Nvidia. But as we've said, once all of this compute capacity is up and running at full speed, maybe we'll call it sometime quarter one, quarter two of 2025.

但我们应该降低对今年剩余时间甚至2025年上半年期间的期望，因为埃隆（马斯克）说过，将1万个H100集群上线非常困难。起初的运行时间和性能都比较低，但通过特斯拉和英伟达的共同努力，它们会逐步改善。正如我们所说的，一旦这些计算能力全面投入运行，也许我们可以期待在2025年第一季度或第二季度。

That should mean incredible things for the progress of FSD. I really think this is where things are going to start getting interesting again for Tesla. With the Robotaxy event around the corner and all of this compute coming online quickly, the next 12 months, we should see some pretty exciting updates from Tesla. The south extension at Gigatexis was a mudfield earlier this year and now all of this compute is being hooked up and it should drastically improve the performance of FSD and Optimus.

这应该意味着全自动驾驶（FSD）将取得巨大的进展。我真的认为这是特斯拉再次变得有趣的地方。随着Robotaxy发布会即将到来，以及所有这些计算能力迅速上线，接下来的12个月里，我们应该会看到特斯拉发布一些非常令人兴奋的更新。今年早些时候，德州超级工厂南部还只是个泥泞地，现在所有这些计算设备已经开始连接，这将大大提升全自动驾驶（FSD）和Optimus机器人的性能。

Which as we know are the next growth waves that Tesla is waiting for. Speaking of Cortex, our cerebral cortex handles things like learning, reasoning and problem solving. A study showed several dietary components have been identified as having effects on cognitive abilities by regulating neurotransmitter pathways, synaptic transmission and membrane fluidity. In short, it focused on the capacity of nutrients to affect neural pathways that are associated with synaptic plasticity.

这些正是我们所知道的，特斯拉所期待的下一波增长浪潮。说到大脑皮层，我们的大脑皮层负责处理学习、推理和问题解决等事情。一项研究显示，几种饮食成分已经被发现可以通过调节神经递质通路、突触传递和膜流动性来影响认知能力。简而言之，这项研究关注的是营养素对与突触可塑性相关的神经通路的影响。

Which is just the incredible capability of the brain to change its structure and function. That's part of why I'm a proponent of AG1, the sponsor of this video. Having a baseline of daily nutrition is simply a prerequisite for giving our bodies what they need to function at optimal levels. Before agreeing to partner with AG1, I did the research and looked into alternatives. There was no other company as committed to being transparent with sourcing with a laser focus on quality as AG1.

这正是大脑改变其结构和功能的惊人能力的体现。这也是我支持本视频赞助商 AG1 的原因之一。每天的基础营养是让我们的身体以最佳状态运作的先决条件。在同意与 AG1 合作之前，我做了很多研究并考察了其他选项。没有任何其他公司像 AG1 一样致力于透明的原料来源，并对质量有如此专注的态度。

There's a reason in an observational study that 97% of participants felt more energy after just 30 days of taking AG1. I first tried AG1 to support Lex Reedman years ago and it's still good enough for him to continue recommending it years later. If you'd like to try it out, you can get 5 travel packs and a 1-year supply of vitamin D3K2 for free at drinkag1.com slash electrified or by using the QR code on the screen. Enjoy.

在一项观察性研究中，有理由显示97%的参与者在服用AG1仅30天后感到精力充沛。我第一次尝试AG1是为了支持Lex Reedman，多年后它依然值得他推荐。如果你想试试，可以在drinkag1.com/electrified领取5包旅行装和一年的维生素D3K2免费供应，或者使用屏幕上的二维码。享受吧。

Ark Invest shared some data as of Friday last week showing autonomous ride run rates for Baidu, Waymo, Tesla and Cruise. Waymo currently leading the way at just over 5 million miles, which is an annualized figure. Baidu in second at roughly 3.5 million miles and then Tesla and Cruise down at zero, not currently offering autonomous rides. But then there's this chart that still seems to be widely misunderstood.

Ark Invest分享了一些截至上周五的数据，显示了百度、Waymo、特斯拉和Cruise的自动驾驶行驶里程。Waymo目前领先，每年行驶里程刚刚超过500万英里。百度排在第二位，约为350万英里。特斯拉和Cruise目前没有提供自动驾驶服务，所以行驶里程为零。但是，还有一张图表似乎仍被广泛误解。

We have the autonomous miles in general run rate. Now in fairness, you can argue that Tesla doesn't really have any truly autonomous miles because it is all supervised right now and I do think that's a fair argument. But despite that supervision, most of the time FSD really is driving autonomously as we can all attest to. So annually, Baidu and Waymo don't even come close to 200 million miles per year, whereas Tesla is already over 1.8 billion miles per year. And we know this number is growing very quickly.

我们有无人驾驶里程的总体运行速度。公平地说，你可以认为特斯拉目前没有真正的无人驾驶里程，因为现在所有的驾驶都是在监督下进行的，我认为这个观点是有道理的。但是，尽管有监督，大多数情况下，特斯拉的全自动驾驶（FSD）确实是在自动驾驶，这一点我们都可以证明。所以每年，百度和Waymo的无人驾驶里程甚至还不到2亿英里，而特斯拉每年已经超过18亿英里。而且我们知道这个数字正在快速增长。

Tesla China has once again extended the 5-year 0% interest loan for new Model 3 and Y purchases in China until the end of September, which means yes, this offer will now be active throughout the duration of Quarter 3. Naturally, Gordon Johnson is out there spreading some FUD saying that this is going to be a nightmare for Tesla's margins in Quarter 3 because this offer was only available for a portion of Quarter 2. But if you go back and look it up, you'll see this 0% interest loan for up to 5 years in China actually started early April this year. Thus, it was actually in effect for a majority of Quarter 2 as well.

特斯拉中国再次延长了针对新购Model 3和Model Y的5年期0%利率贷款优惠至9月底，这意味着整个第三季度都能享受此优惠。自然而然地，Gordon Johnson又在散布一些关于这会导致特斯拉第三季度利润率问题的流言蜚语，因为这个优惠在第二季度仅部分时间有效。但如果你回头去查，会看到这个在中国的5年期0%利率贷款实际上从今年4月初就开始了。因此，实际上它在第二季度的大部分时间里也在生效。

And just to prove my earlier point, if you do 100 million in sales at a 25% margin, that's $25 million. But compare that to if you do $150 million in sales at a 20% margin, that's still a higher overall profit at $30 million. So yes, this move is a slight margin headwind, but again, margins should not be the be-all and-all. The glaring problem with all of this is we'll never know what Tesla sales would have been without this incentive in China. Holmar said it's weird you cannot use the Cybertruck power outlets while charging kind of an annoying limitation.

为了证明我之前的观点，如果你的销售额是1亿美元，利润率是25%，那就是2500万美元。但如果你的销售额是1.5亿美元，利润率是20%，那么总利润仍然更高，达到3000万美元。所以是的，这次调整确实会对利润率造成一些影响，但利润率不应该是唯一的考量因素。显而易见的问题是，我们永远无法知道如果没有在中国的这项激励措施，特斯拉的销售额会是多少。Holmar认为，在充电时无法使用Cybertruck的电源插座有点不方便。

Wes did provide a slight hope saying there are several power stages in the AC to DC converter, so it may be possible to use one to charge at a limited rate while simultaneously providing grid generation at a limited rate. But he did say it would require fancy triaging from the controls which takes time to develop. He said when you supercharge, you're putting DC voltage directly to the high voltage battery, so it does not use the power converter hardware, which is why you can use onboard power while supercharging. That's because the AC to DC converter used to take grid AC and convert it to DC to charge the high voltage battery is the same hardware used to generate the AC you use for your onboard power.

韦斯确实提供了一些希望，说交流转直流转换器中有几个功率阶段，所以有可能在有限速度下充电的同时，也在有限速度下进行电网发电。但他也说，这需要控制系统进行复杂的分配，这需要时间来开发。他还解释说，当你进行超级充电时，你是直接将直流电压输送到高压电池，因此不使用功率转换器硬件，这就是为什么你可以在超级充电时使用车载电源。这是因为用于将电网交流电转换为直流电以充电高压电池的交流转直流转换器，与用于生成车载电源的交流电的硬件是同一套设备。

Wes said if you're charging with AC power, you likely can plug whatever needs power into the same grid supplying power for the truck. Which yes, is kind of a cop-out, but at least now we know why those AC charging limitations for using the onboard power actually exist. That may be fixed in the future, but it sounds like a difficult task. Wes also said the team is considering a stuck detection feature to give drivers a pop-up suggestion when they get stuck in the Cybertruck with ideas on how to get unstuck. Things like air down the tires, try using trail assist, raise the ride height, try sand mode, etc.

韦斯说，如果你正在用交流电为卡车充电，很可能可以把需要电力的设备插入同一电网。虽然这有点敷衍，但至少现在我们知道为什么使用车载电源时有交流电充电限制存在。这在未来可能会得到解决，但听起来是个困难的任务。韦斯还说，团队正在考虑设置一个卡车被困检测功能，当驾驶员在赛博卡车被困时，会给出一些弹出式建议，告诉他们如何脱困。比如降低轮胎气压、尝试使用越野辅助、提高车身高度、尝试沙地模式等。

Before the Cybertruck ever came out, we shared the reminder that early adopters will likely be facing some early challenges with the vehicle. Techie Dany shared on X that her 48 volt battery in her Cybertruck bit the dust after 6000 miles on the dual motor variant. Now it'll be fixed under warranty and she still made it very clear she loves the vehicle, but it's not perfect in the early days. Things like this are always why I'm constantly saluting all of the early adopters out there. On the brighter side, Tesla Vision Park Assist has finally launched for the Cybertruck. And as a reminder for FSD on the Cybertruck, the timeline is expected to be in September.

在Cybertruck发布前，我们就提醒过早期使用者可能会遇到一些初期问题。科技爱好者Dany在X平台上分享说，她的双电机版Cybertruck在行驶了6000英里后，48伏电池损坏了。虽然这个问题会在保修期内解决，而且她也明确表示她依然非常喜欢这款车，但在初期使用中还是不太完美。正是因为这样的情况，我一直对所有早期使用者致以敬意。好消息是，Tesla Vision泊车辅助系统终于向Cybertruck用户推出了。至于Cybertruck的全自动驾驶功能，预计将在9月份上线。

There was a fire at Rivians factory in Illinois over the weekend, but so far no reports of injuries and the cause of the fire is still being investigated. The fire was in the parking lot and the assembly plant was unaffected. Today the word is that 50 Rivian vehicles in the parking lot have been destroyed. Porsche has wisely said they will not be creating fake gear changing noises for their electric vehicles. They said obviously we look into what the competition does, but our perspective on this is always why should we make something worse. The electric engine is better than ice, so we figured there's no reason to simulate what has been in the past. This one was from last week, but a quick shout out to Hyundai and the IONIQ 5 as it just won Car & Driver's 2024 EV of the year. Heinrich Zane gave us a quick teaser that the Tesla Semi-Factory in Nevada has finally gone vertical.

周末伊利诺伊州的Rivian工厂发生了一场火灾，但目前没有人员受伤的报告，火灾原因尚在调查中。这次火灾发生在停车场，装配厂并未受到影响。据悉，停车场内有50辆Rivian车辆被烧毁。受此连带，有趣的是，保时捷明智地表示他们不会为其电动汽车制造假的换挡声音。他们解释说，虽然我们会关注竞争对手的做法，但我们的观点是：为什么要让事情变得更糟呢？电动发动机优于内燃机，因此我们认为没有理由去模拟过去的东西。 还有一条上周的消息，向现代汽车和IONIQ 5致敬，它刚刚赢得了《Car & Driver》杂志评选的2024年度电动车大奖。最后，Heinrich Zane简要透露，位于内华达的特斯拉半挂车工厂终于开始垂直建设。

As a response to some of the vehicle fires in South Korea recently, the government just agreed to move up an EV battery certification program. The government will start the battery certification in October earlier than scheduled to help guarantee the safety of EV batteries. The government is also now requiring automakers operating in the country to identify batteries used in their EVs. Popular travel stop loves has broke ground on next-generation EV charging stations in New York. Each location will have two dual port level 3 DC fast chargers. Groundbreaking on four, heavy-funded charging stations in Pennsylvania and four in Kentucky will start this year, and then they're expecting to begin construction in 13 different states in 2025. Here's a quick look at what those stations will look like.

为了回应韩国最近发生的一些车辆火灾事件，政府刚刚同意提前启动电动汽车电池的认证项目。为保证电池的安全性，政府将在十月开始的这项电池认证将比原计划提前实施。此外，政府还要求在韩国运营的汽车制造商明确其电动汽车中使用的电池品牌。热门旅行休息站 Loves 已经在纽约开始建设下一代电动汽车充电站。每个地点将配置两个双端口的3级直流快速充电器。今年，宾夕法尼亚州和肯塔基州将分别开始建设四个充电站，并计划在2025年开始在13个不同州启动建设。以下是这些充电站的快速预览。

Today, a Federal Appeals Court has revived a Tesla lawsuit in which they're fighting Louisiana's ban on direct vehicle sales. The Court of Appeals in New Orleans reversed a lower court judge's dismissal of Tesla's lawsuit. Tesla had accused various defendants of exploiting their control of the Motor Vehicle Commission to drive Tesla from the market by targeting its sales model. Tesla accused Louisiana officials of illegally banning direct sales since 2017 and restricting the leasing and servicing of its vehicles in the state. The Circuit Judge wrote Tesla sufficiently alleged the defendants had plausible actual bias, citing emails from the Commission's Executive Director assuring Tesla rivals that their complaints would be addressed. Certainly a step in the right direction for Tesla here, but the Appeals Court returned the case to US District Judge Sarah Vance in New Orleans who dismissed it back in June 2023. At least for now, Tesla has a fighting chance to clear the way for its direct sales in Louisiana.

今天，联邦上诉法院重启了特斯拉提起的诉讼，该诉讼旨在对抗路易斯安那州禁止直接销售车辆的禁令。新奥尔良的上诉法院推翻了下级法官关于驳回特斯拉诉讼的裁决。特斯拉指控各种被告利用他们对机动车辆委员会的控制权，通过针对特斯拉的销售模式将其驱逐出市场。特斯拉指控路易斯安那州官员自2017年以来非法禁止直接销售，并限制其在该州的车辆租赁和服务。巡回法官表示，特斯拉充分指控被告存在实际偏见的可能性，并援引委员会执行董事的电子邮件，这些邮件中向特斯拉的竞争对手保证他们的投诉会得到处理。对特斯拉来说，这无疑是一个朝着正确方向迈进的步骤，但上诉法院将案件移交回新奥尔良的美国地区法官萨拉·万斯那里，她在2023年6月曾驳回该案。目前至少特斯拉还有机会为其在路易斯安那州的直接销售铺平道路。

Tesla stock closed the day at $213.21 down 3.23% while the Nasdaq was down 0.85%. It was a lower volume day for Tesla trading about 29 million shares below the average volume the past 30 days. Don't forget for anybody interested, check out AG1 linked below. Thank you in advance as always if you do. 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.

特斯拉股票当日收于213.21美元，下跌3.23%，而纳斯达克指数下跌0.85%。当天特斯拉的交易量较低，约2900万股，低于过去30天的平均交易量。如果有兴趣，别忘了查看下方链接中的AG1。提前感谢大家，希望你们度过愉快的一天。如果你喜欢这个视频，请点赞。你可以在下方找到我的X账号链接，特别感谢所有我的Patreon支持者。