Tesla's Unexpected Sale / FSD Regulatory Progress / Tesla's Blatant Misdirect ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my new or updated patrons Martin Nenn and Leo S Thank you for choosing to support the channel. Apologies about the end of Wednesday's video I accidentally deleted a clip so that part became very confusing I was just highlighting that a couple days ago Elon responded to a post to mine on X saying bizarre so many people still believe the media I wanted to address this because some folks were saying I was a hypocrite because some of the sources that I cited for what I said in the Original post were actually mainstream media articles and then from there the rest of my justification made it into Wednesday's episode If you missed it and you want to find out on there not being a video yesterday I told myself a while back. I was never going to force content out there Now it's not great for me when I don't upload as I do like getting paid But if there's not enough news to make a video that has some substance to it Then I told myself I wouldn't make a video You can always check the community tab for updates But the plan is definitely still five videos per week going forward But if here and there the news doesn't really allow for that I'm not going to selfishly put something out there just so I can get paid

欢迎来到 Electrified，我是你的主持人 Dylan Loomis。先感谢一下我的新赞助人和更新后的赞助人Martin Nenn 和 Leo S，谢谢你们选择支持这个频道。对周三视频的结尾表示歉意，我不小心删除了一个片段，导致那部分内容变得非常混乱。我原本只是想强调几天前埃隆在X上回复了我的一个帖子，说很多人仍然相信媒体的报道很奇怪。我想解释一下，因为有些人说我是伪君子，因为我在原帖中引用的一些消息来源其实是主流媒体的文章，然后我的其他解释也在周三的视频中说明了。如果你错过了，可以去看一下。另外，关于昨天没有视频的问题，我之前对自己说过，绝不会强行发布内容。虽然不上传视频对我来说不是件好事，因为我喜欢赚钱，但如果没有足够的新闻来制作有实质内容的视频，我就不会做视频。你可以随时查看社区栏获取更新，但计划仍然是每周五个视频。如果偶尔新闻不够多，我也不会自私地发布内容只为了挣钱。

data from S&P Global is saying ED registrations are up 18% in July compared to the same month last year and Tesla delivered 5175 cyber trucks in the month while other ED pickups combined sold just 5,546 which is indeed promising if Tesla can actually offer a cyber truck for 80,000 dollars or less They said during the month consumers that bought the Kia EV 9 got over $19,700 per car in discounts I really don't like magnifying one month one market data But I know we're all eager to hear about cyber truck sales They also said in the first seven months of this year ED registrations grew by 8.7% capturing a 7.6% market share up from 7.2% during the same time last year 8.7% growth is not the 20 to 30% I think many of us are hoping for but it's also not negative 30% like many would have you believe and from the EIA at the end of Quarter two when you include hybrid data that takes the market share to 19% through the first half of the year for most of last year that number was between 12 and 15% Here's a table with July registrations in the US Tesla up 1.2% over the same month last year followed by Ford in second and then Chevy and BMW and Third and fourth. I'm not sure exactly what this data point is worth But it's accurate to say in July the cyber truck had more sales than the entire Rivian brand combined as Rivian came in at 4,545

根据S&P Global的数据，7月份电动车注册量较去年同期增长了18%，特斯拉在这个月交付了5175辆Cybertruck，而其他电动皮卡的总销量仅为5546辆。如果特斯拉能真的以不超过80000美元的价格提供Cybertruck，那确实是个好兆头。 他们还表示，在这个月购买Kia EV 9的消费者每辆车获得了超过19700美元的折扣。我并不喜欢放大一个月或者一个市场的数据，但我知道大家都急于知道Cybertruck的销售情况。 此外，他们还指出，今年前七个月，电动车的注册量增长了8.7%，市场份额提升到了7.6%，去年同期为7.2%。虽然8.7%的增长率不像我们中的许多人期望的20%到30%那么高，但也不是像很多人所说的负30%。 根据美国能源信息署（EIA）的数据，截至第二季度末，如果包括混合动力车的数据，那么今年上半年电动车的市场份额达到了19%，而去年大部分时间这个数字在12%到15%之间。 以下是7月份美国的注册表： - 特斯拉较去年同期增长了1.2% - 福特位居第二 - 雪佛兰和宝马分别位居第三和第四 虽然不确定这个数据点的实际价值，但可以肯定地说，7月份Cybertruck的销量超过了整个Rivian品牌的总和，Rivian的销量为4545辆。

there was a post on reddit that has since been taken down and the user deleted his profile But Matthew dr found it before that happened and shared it on X Here's the image the chatter is that this is Tesla testing the cyber cab at the Warner Brothers studios And it looks like there's a model 3 trailing it I have to say the word is that the reddit user that shared this image is an employee at Warner Brothers But that has not actually been confirmed either way Let's just assume that's exactly what this is the yellow could be a nod to the cab of old and clearly in my opinion Tesla has something under the yellow here to actually distort what the actual cyber cab will look like meaning if you were to just Continue this natural slope. That's likely what we should be expecting. Is it possible? This could be part of the design for storage or luggage something like that sure But how likely is it? I would say not very personally I keep coming back to this image and I would hope that behind the seats of this two-door concept There would be room for luggage in the back. That's without this boxy design Also on the front you see this indentation right between the headlights seems to be distorted and I have to say the rear wheels Do actually look bigger if you look closely, but I think there's a chance It's just the perspective of this photo. It does appear to be a two-door It's pretty tough to see through the windshield to tell if there's a steering wheel or anything like that and we're less than a month away We've already waited so long so I'm not going to get too carried away with this But it's intriguing for sure and while everyone is understandably focused on the cyber cab We can't forget that Tesla is also widely expected to launch a more affordable vehicle on the existing production lines So there should actually be a smaller Tesla vehicle that's not the cyber cab that will have a steering wheel

在Reddit上有一个帖子已经被删除了，用户也删除了他的个人资料。但Matthew博士在这些发生之前找到了这个帖子，并在X平台上分享了这张图片。据说有人在讨论这可能是特斯拉在华纳兄弟影城测试Cyber Cab（网络出租车），看起来后面还有一辆Model 3。我必须说，据称发布这张图片的Reddit用户是华纳兄弟的员工，但这点并未得到确认。我们假设这就是测试中的Cyber Cab，图片中的黄色可能是向以前的出租车致敬。在我看来，特斯拉用黄色遮盖了Cyber Cab的实际外观。如果继续保持这种自然的坡度，这可能是我们应该期待的设计。设计中有储物空间或行李箱的可能性是存在的，但我个人认为这种可能性不大。我反复查看这张图片，希望在两门概念车的后座后面有行李存放空间，不再有这种方块状的设计。前脸的车灯之间似乎有一个凹陷处也被扭曲了。我还注意到后轮看起来确实大一些，但这可能是照片的视角问题。看起来像是一辆两门车，通过挡风玻璃很难看清楚是否有方向盘。距离发布不到一个月了，我们已经等了很久，所以我不会太过激动，但这确实很吸引人。在大家都关注Cyber Cab的时候，我们不能忘记特斯拉也很有可能在现有生产线上推出一款更实惠的车型。因此，除了Cyber Cab之外，应该还有一款有方向盘的小型特斯拉车型即将面世。

Which is why I said I can't tell if this is that vehicle But my hope is that it's not because selfishly I would like that more affordable vehicle to still have four doors Spoken as someone who used to own a two-door vehicle I thought it was awesome for about two weeks and then I had had enough The original reddit post did say that the back end of this vehicle had a full width Tail light similar to what the cyber truck has so yeah I would not be fooled by this shape But I think it would be hilarious if at the event Tesla were to roll out this exact vehicle acting as if it was the real model If they tried to play that off for even like 30 seconds I think it would be hilarious kind of like this how it's going post from Pete on X and for whatever it's worth Rebecca Tanucci who used to work at Tesla overseeing Charging shared an article that was titled one of Tesla's big cool ideas may finally come to reality She's actually the one that gave the presentation that had the picture of the wireless charging mat under the Tesla in a garage I'm very confident. This is coming to Tesla eventually It's just a matter of when two accounts that I'm confident would share the truth of their experience about FSD 12.5 Have talked about it on hardware 3 Jordan from the limiting factor said it's a regression for me probably back beyond FSD 12.3.6 the main reason it's just too unpredictable is he worried about it? No, but there are some other quirks that he doesn't like and overall it's felt like a step back Then Scott Walter said first impression is lots of regressions and unsafe following distances He went on to share a handful of things that he doesn't like Concluding with I'll be doing the driving more myself now. I don't like it. I don't trust it I prefer 12.3.6 two reasons I wanted to share these one to keep our expectations in check and two I know a lot of people out there are still frustrated They don't have 12.5 yet stuck on 12.3 But it may be in your best interest to be stuck and usually if you're waiting for an update There's a good reason for it So just keep that in mind and remember as always FSD experiences region to region are going to vary widely

这就是为什么我说我无法确定这是否是那辆车，但我希望不是，因为自私地说，我希望那辆更实惠的车仍然有四个门。作为一个曾经拥有两门车的人，我觉得它大约两周很棒，然后我就受够了。原始的Reddit帖子确实说过这辆车的后端有一个全宽的尾灯，类似于Cybertruck的尾灯，所以我不会被这个形状所迷惑。但我认为，如果在活动中特斯拉真的推出这个车辆，并假装它是真正的模型，那将会很搞笑。如果他们试图这样演绎哪怕只有30秒，我想这会很搞笑。有点像Pete在X上的这个“事情如何进行”的帖子。无论如何，Rebecca Tanucci曾在特斯拉负责充电工作，她分享了一篇标题为“特斯拉的一个大酷想法可能终于实现”的文章。其实她就是那个在车库里展示特斯拉无线充电垫图片的人。我非常有信心这最终会出现在特斯拉上，只是时间问题。对于FSD 12.5，有两个我相信会如实分享他们体验的账号，他们在硬件3上谈到它。The Limiting Factor的Jordan说，这对他来说是一个倒退，可能比FSD 12.3.6还要不如。主要原因是它太不可预测了。他担心吗?不，但还有一些他不喜欢的怪癖，总体感觉像是一个退步。然后Scott Walter说，第一印象是很多倒退和不安全的跟车距离。他还分享了一些他不喜欢的东西，最后总结说他现在会更多地自己开车。我不喜欢它，我不信任它，我更喜欢12.3.6。我分享这些的两个原因：一是为了调整我们的期望值，二是我知道很多人仍然很沮丧他们还没有12.5，仍然停留在12.3，但停留在那里可能对你更有利。通常，如果你在等待更新，那是有原因的。所以请记住这一点，并记得，如往常一样，FSD体验会因地区而有很大差异。

Also, this is Tesla's first attempt with this quantized compressed model for hardware 3 I'm sure there will be a ton of learnings and hopefully in the weeks and months ahead they can figure it out I say that because long term it'll be a great skill for Tesla to have in its bag of tricks But we have to remember 12.5.2 is supposed to be on AI3 as a unified model Keys on X who has been following the autonomous Regulations across Europe closer than anybody else I found gave us a great update shockingly the regulatory bodies are making rapid progress There's been changes to these system initiated maneuvers So these updates would allow FSD to make autonomous lane changes to merge and do other things without needing prior driver confirmation another development is the proposed amendments with regard to the HOR or hands-on Request in America what we call the NAG There's a chance with these proposals at least on the highways that there would be no NAG for FSD across Europe And he said the upcoming GRVA sessions in September will finalize some of these critical changes Tesla has to be in the regulator's ears because you may recall just earlier this year They were planning on not allowing for system initiated changes Which is effectively all of FSD could you imagine if every time your car needed to turn or change lanes or merge? You had to confirm that that maneuver was okay Even if FSD was allowed on the streets people wouldn't buy it because it wouldn't be good to use It's quite an encouraging update and I did go through the actual source document itself So I'll have this linked below if you're interested

此外，这也是特斯拉首次尝试在硬件3上使用量化压缩模型。我相信他们会从中学到很多东西，希望在未来的几周和几个月里，他们能解决相关问题。我这样说是因为从长远来看，这将是特斯拉掌握的一项重要技能。但我们要记住，12.5.2版本应该在AI3上作为统一模型。一直密切关注欧洲自动驾驶法规的Keys on X给了我们一个很好的更新信息，令人惊讶的是，监管机构正在迅速取得进展。这些系统自发操作的变更已经发生，这些更新将允许FSD进行自主变道、合流和其他操作，而不需要事先得到驾驶员的确认。 另一个进展是关于手动请求（HOR，也就是我们在美国称为NAG）的提议修正案。在欧洲，至少在高速公路上，这些提议有可能取消FSD的NAG要求。他提到，九月份即将举行的GRVA会议将最终确定一些关键的变更。特斯拉必须主动与监管机构沟通，因为你可能还记得，就在今年年初，他们还计划不允许系统自发操作变更——这实际上就是FSD的全部功能。如果每次汽车需要转弯或变道或合流时，你都必须确认这个操作是否可以，即使FSD被允许在街上行驶，人们也不会买，因为它的使用体验不好。这是一个非常令人振奋的更新，我也浏览了实际的源文件，所以如果你感兴趣的话，我会把链接放在下面。

GM is confronting a lawsuit over claims it unlawfully collected and sold the private driving data of 1.5 million people to third parties Namely insurance companies to manipulate their insurance rates the US government with help from companies like AT&T Have engaged in massive surveillance of millions of ordinary Americans since at least 2001 many ISPs collect and share far more data about their customers than many consumers expect The data is clear companies including our internet service providers are watching much closer than we realize With our privacy continually eroding this is why I'm happy to talk about Surfshark VPN the sponsor of this video A VPN like Surfshark will drastically limit what anybody can see by encrypting all of your online activity and personal information So even if a third party tried to intercept your connection your encrypted data would look like nonsense to them For anybody in the know Surfshark uses a yes 256 encryption Which is one of the most sophisticated protocols in existence 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 Surfshark offers a lot more than just privacy and protection It can unlock new libraries of content It can get you better deals on flights and hotels and with the clean web feature It'll block those annoying ads and prevent phishing attempts for less than a cup of coffee per month Surfshark really is a no-brainer in 2024 in my book So if you'd like to support the channel and take your privacy back for your family You can get an extra four months free using my code electrified at surfshark.com slash electrified linked below or you can use the QR code right on the screen

通用汽车正面临一项诉讼，指控其非法收集和出售150万人的私人驾驶数据给第三方，特别是保险公司，用来操纵他们的保险费率。自2001年以来，在公司如AT&T的帮助下，美国政府一直在对数百万普通美国人进行大规模监控。许多互联网服务提供商(ISP)收集并分享远超过消费者预期的数据。很明显，我们的互联网服务提供商等公司比我们意识到的监视得更为密切。随着我们的隐私不断受到侵蚀，这就是为什么我很高兴谈论Surfshark VPN——本视频的赞助商。像Surfshark这样的VPN会通过加密你所有的在线活动和个人信息，大大限制别人能看到的内容。所以，即使第三方试图截获你的连接，你的加密数据在他们眼中也只是无意义的乱码。对于了解内情的人来说，Surfshark使用AES-256加密协议，这是最先进的协议之一。Surfshark还有严格的不记录政策，并且仅在RAM服务器上运行，没有数据被存储在物理硬盘上。这一政策已经经过德勤的审计。Surfshark不仅仅提供隐私和保护，它还可以解锁新的内容库，为你获得更优惠的机票和酒店价格，并通过Clean Web功能屏蔽那些烦人的广告和防止网络钓鱼。每月花费不到一杯咖啡的钱，Surfshark在我看来在2024年是个绝佳选择。因此，如果你想支持这个频道并为你的家庭找回隐私，你可以使用我的代码electrified在surfshark.com/electrified获取额外四个月的免费使用（链接如下），或者直接使用屏幕上的二维码。

In one of the more interesting updates lately Tesla is now asking for bids on its virtual power plant in South Australia. It's currently a network of about 7,000 household batteries. Tesla is sending around a sales flyer to prospective buyers and they're saying the VPP has 35 megawatts of capacity. Most of it around 70% is paired with rooftop solar about 25 megawatts. All of the systems are installed in public housing.

最近特斯拉发布了一条非常有趣的消息，他们正在为其位于南澳大利亚的虚拟电厂（VPP）招标。这个虚拟电厂目前由大约7,000个家庭电池组成。特斯拉正在向潜在买家发送销售宣传单，并表示这个虚拟电厂具有35兆瓦的容量。其中大约 70%（约25兆瓦）配有屋顶太阳能系统。所有这些系统都安装在公共住房中。

I'll pause here because I know many people are asking well, What is Tesla actually selling if these power walls are on the homes of owners? You may remember a few years back Elon basically set out to single-handedly help fix some of the electricity costs in South Australia. In a deal with the government at no cost to the resident Tesla was supposed to turn around 50,000 homes into part of this VPP. Each home was supposed to get a 5kW solar and a power wall too. The word at the time was that this program would be funded entirely by the sale of excess electricity. But my point here is that the homeowners never actually owned these systems. It appears as though Tesla has maintained ownership.

让我停一下，因为我知道很多人会问，“如果这些Powerwall电池安装在业主的家里，特斯拉到底在卖什么？” 您可能还记得几年前，埃隆·马斯克基本上决定单枪匹马地帮助解决南澳大利亚的部分电力成本。根据与政府达成的协议，这些系统对居民是免费的，特斯拉本应将5万个家庭变成虚拟电厂的一部分。每个家庭本应获得一个 5kW 的太阳能系统和一个Powerwall电池。当时据说这个项目完全由多余电力的销售来资助。但我要指出的是，业主实际上从未拥有这些系统。看起来特斯拉一直保留着这些系统的所有权。

Tesla says there's an opportunity to grow the system but Tesla wants to remain as the supplier of the battery products aka power wall. And it looks like Tesla still wants to control the software when it comes to auto-bitter. Plus Tesla still wants to do the installations. Of course, there's still room to grow the system because years ago they were planning on 50,000 homes. And fast forward to this year and it's only at 7,000. Tesla's choice to sell these VPP assets is not expected to have any impact on Tesla's plans to launch its own retail energy business in Australia. Any deal here will be separate from Tesla's electric. Tesla is looking for offers starting this month and they're hoping to conclude a sale by the end of the year.

特斯拉表示，系统有增长的机会，但特斯拉希望继续作为电池产品（即电力墙）的供应商。而且看起来特斯拉仍然希望在自动竞价器的软件方面保持控制。此外，特斯拉还希望继续进行安装服务。当然，系统仍有增长空间，因为几年前他们计划覆盖50,000个家庭，但到今年为止只有7,000个家庭。特斯拉决定出售这些虚拟电厂资产，预计不会对特斯拉在澳大利亚推出自己的零售能源业务计划产生任何影响。任何相关交易将与特斯拉电力公司分开进行。特斯拉从本月开始寻求报价，并希望在年终前达成交易。

This obviously is not going to be some major windfall financially for Tesla. But I think it's more interesting when it comes to M&A in the renewable energy space. If companies in partnership with governments can outfit large groups of homes with solar and batteries. And then years later actually sell those assets to a bigger utility or something like that. It creates a new avenue of opportunity. Fun fact Shell has already bought a few different virtual power plants one in Italy. Not only that but Shell bought a UK based VPP company in 2019 and a German based one in 2021. Why is Tesla doing this? My guess is they're just looking to consolidate their business model and really laser focus their efforts going forward.

这显然不会给特斯拉带来巨大的经济收益。但我认为在可再生能源领域的并购方面，这更有趣。如果公司与政府合作，能够为大量家庭安装太阳能和电池设备，然后几年后将这些资产卖给更大的公用事业公司或类似的机构，这就创造了新的机遇。有趣的是，壳牌公司已经在意大利购买了几个不同的虚拟电厂。不仅如此，壳牌还在2019年收购了一家英国的虚拟电厂公司，并在2021年收购了一家德国的公司。为什么特斯拉会这样做？我的猜测是他们只是想整合他们的商业模式，并在未来更加专注于他们的努力方向。

Here we have multiple companies turning down money from the government. Piedmont became the fifth US company to abandon funds provided under the IRA. Collectively these companies have left more than $730 million in tentative grants and an undetermined amount of subsidized loans on the table. The money that was earmarked for Piedmont was supposed to be for a lithium processing plant in Tennessee. But since those grants were announced Piedmont is now saying that the cost to build this site have risen by hundreds of millions of dollars. Simultaneously as we've been highlighting the price of lithium is plunging. In short rising costs paired with falling lithium prices make this business model much more unattractive.

这里有好几家公司拒绝了政府提供的资金。Piedmont 成为了第五家放弃《通膨削减法案》（IRA）所提供资金的美国公司。这些公司总共放弃了超过7.3亿美元的预期补助金和数量未定的补贴贷款。原本划拨给 Piedmont 的资金是用于在田纳西州建一个锂加工厂的。但自从这些补助金宣布以来，Piedmont 表示建造该工厂的成本已经上涨了数亿美元。同时，我们注意到锂的价格正在暴跌。简而言之，成本上升加上锂价下跌，使得这种商业模式变得非常不吸引人。

Piedmont CEO said ultimately higher lithium prices will be required to support the development of Lithium projects, hours, and others that will be necessary to meet projected demand. Fundamentally the industry needs stronger pricing for big projects to be built full stop. That's across the board it's not a Piedmont matter. Which brings us to Tesla and its upcoming lithium refinery in Corpus Christi. It'll be interesting to see if there are any delays or anything with that plant. It's already a bit behind schedule but maybe there's a good reason that Tesla is taking it slow. Just so you know the other companies also not taking money, applied materials. They were going to build a lithium metal foil plant. Ampreus was going to build a silicon nano wire manufacturing plant. Lilac solutions was going to work on a lithium extraction process. And Saraw resources is now reconsidering its plans for a graphite processing facility.

皮埃蒙特公司的CEO表示，为了支持锂项目的发展、工时和其他必要条件，最终需要更高的锂价来满足预期需求。从根本上来说，行业需要更高的价格来建造大型项目，这是全行业的问题，不仅仅是皮埃蒙特公司的问题。这引出了特斯拉及其在科珀斯克里斯蒂即将建设的锂精炼厂。看看那个工厂是否会有任何延迟或其他问题将会很有趣。虽然它已经有点落后于计划进度，但可能特斯拉有其慢行的好理由。顺便提一下，其他公司也没有采取任何措施。应用材料公司本打算建造锂金属箔工厂，Ampreus公司计划建造硅纳米线制造厂，Lilac Solutions公司正在研究锂提取工艺，而Saraw Resources公司现在正在重新考虑其石墨加工设施的计划。

By and large I think most people hear lower lithium prices and get excited because they think battery prices will come down. Which there's certainly some truth to but there's another side of the coin as well. Tesla charging said a more granular overview of upcoming supercharger sites is now live. This includes locations that are under construction or will be soon. We plan on updating this monthly. Example on the supercharger map if you zoom in you can see some of these sites and this one In Lake Okichobie, Florida was a voting winner and is in development. Max who works on supercharging at Tesla said we're also working on longer-term superchargers. But this is a great overview already of most openings in the next 18 months.

总体来说，我认为大多数人听到锂价下跌会感到兴奋，因为他们认为电池价格会随之下降。虽然这确实有一定道理，但事情还有另一面。特斯拉充电团队表示，现在已经上线了即将建设的超级充电站的详细概览。这其中包括那些正在建设或即将开工的地点。我们计划每月更新一次。在超级充电站地图上，如果你放大，可以看到其中一些地点。例如，佛罗里达州奥基乔比湖的这个站点是投票选出的，目前正在开发中。负责特斯拉超级充电站的马克斯表示，我们也在研究长期的超级充电站计划。但这个概览已经很好地展示了未来18个月内大多数新开站点的情况。

I've been waiting on an update for that Tesla semi crash that led to that. fire that got a lot of coverage and we finally got one But all they said the truck was not operating on one of Tesla's automated driving systems They were not operational and could not be engaged The crash happened at 3.13 am and the semi left the road while going around a curve to the right and hit a tree Maybe drowsiness that's my speculation but the NTSB said all aspects of the crash are under investigation Translation we're still waiting for the cause

我一直在等待有关特斯拉卡车事故的更新，这次事故引发了火灾并得到了大量报道。我们终于有了更新，但他们只说卡车当时没有使用特斯拉的自动驾驶系统，这些系统无法运行也不能启用。事故发生在凌晨3点13分，卡车在转右弯时驶出道路并撞上一棵树。也许是疲劳驾驶，这是我的猜测，但国家运输安全委员会（NTSB）表示，事故的所有方面都在调查中。翻译一下就是，我们还在等待事故原因的揭晓。

Remember these the next gen USPS trucks Well, they're out on the roads in Athens, Georgia and the drivers are loving them It's not just the duck version but they have van versions as well They're getting rave reviews and in a few years the expectation is the fleet will be 60,000 Most of which will be electric the number they're saying is around 45,000 The old ones got nine miles per gallon and 100 of the vehicles caught fire last year The new ones actually have safety features like airbags, cameras, blind spot monitoring, collision sensors and anti-lock brakes The old ones didn't have that but the biggest one according to the drivers these new ones actually have a C A lot of people are praising Lewis to joy for this transformation But don't forget he was actually the one that was pushing for most of these next gen vehicles to be ice vehicles It took an uproar of backlash and lawsuits for him to actually get it right and move electric To help with a transition the government gave $3 billion to the postal service Hopefully you'll see these out on a street near you sometime soon

记得那些下一代的美国邮政卡车吗？好吧，它们已经在佐治亚州的雅典上路了，司机们非常喜欢它们。不仅有卡车版本，还有厢式车版本。它们得到了极高的评价，预计几年内车队将达到6万辆，其中大部分将是电动的，他们预计大约有4.5万辆电动车。旧款卡车每加仑只能跑9英里，去年有100辆起火。这些新车实际上有安全功能，比如安全气囊、摄像头、盲点监测、碰撞传感器和防抱死制动系统，而旧款车没有这些功能。但据司机说，最大的改进是这些新车实际上有空调。很多人赞扬路易斯·德乔伊为这次变革做出的贡献，但别忘了，他其实是一个一直推动这些下一代车辆大部分是内燃机车的人。经过大量的强烈反对和诉讼，他才最终做对了，转向电动车。为帮助这一转型，政府给邮政服务拨款了30亿美元。希望不久的将来你能在附近的街道上看到这些新车。

GM and partnership with EVGO are planning some more flagship charging locations with 400 EV charging stalls Most stations will include up to 20 fast charging stalls with speeds up to 350 kilowatts Pool through stations, security cameras and gas station style canopies with ample lighting The first locations with EVGO's modular pre-fabricated charging stations will open in 2025 Yet again taking a page out of Tesla's book Clearly they won't all have pool throughs as here's an example of those prefab units similar to Tesla The partnership expects to have 2000 of the planned 2850 DC fast charging stalls opened by the end of this year It's the 400 number that's set to be at flagship sites

通用汽车和EVGO合作计划在一些重点充电地点设置400个电动汽车充电桩。大多数充电站将包括最多20个快速充电桩，充电速度可达350千瓦。这些充电站将配备穿梭式车道、安全摄像头，以及提供充足照明的加油站风格顶棚。首批使用EVGO模块化预制充电站的地点将于2025年开放。这显然是借鉴了特斯拉的做法。显然，并非所有地点都会设有穿梭式车道，这里有一个类似特斯拉预制单元的例子。合作方预计到今年年底将完成2850个规划中的2000个直流快充桩。那些数量为400的充电桩设在重点地点。

Kyle Connor and the team from out of spec just tested the new model 3 long range all-wheel drive compared to the old version spoiler alert even accounting for degradation of the older model 3 The new one went 60 miles farther than the old car on a perfect side-by-side comparison As far as we know this new model 3 has the same panasonic battery pack the same motors Yet they were still able to get an extra 60 miles Which would be thanks to things like arrow improvements and new wheels and tires They also showed what happens if you really run a Tesla all the way down to true zero So we're we're done Now to figure out a safe place to pull over the cyber trucks right behind me So we do have a you know bright lit Vehicle to keep us safe, but we are just about done. Wow. Yeah, no power left No more region it threw on the flashes for me. I didn't even touch those so pull over safely charge immediately Everything's flashing red, but I thought we know we are Totally done So time to charge this thing up off the cyber truck cool video But yeah, they got 370 miles on their 70 mile per hour test the EPA estimate for this exact vehicle is 141 miles

凯尔·康纳 (Kyle Connor) 和 Out of Spec 团队刚刚测试了新款Model 3长续航全轮驱动版本，并将其与旧款进行了对比。剧透一下，即使考虑到旧款Model 3的电池衰退，新款在并排对比测试中仍然多跑了60英里。据我们所知，这款新Model 3依然使用松下电池组和相同的电动机。然而，他们还是能够多跑60英里，这应该归功于空气动力学改进以及新的车轮和轮胎。 他们还展示了如果你真的把特斯拉的电量用到彻底见底会发生什么情况。我们现在准备找个安全的地方停下来，赛博卡车就在我后面，所以我们有一辆明亮的车辆来确保安全，但我们基本已经跑不动了。哇，确实没电了，没有再生制动，它自动开启了双闪，我都没碰那些开关。所以需要安全地靠边，立即充电，所有警示灯都在闪，但我们知道电池完全耗尽了。是时候用赛博卡车给它充电了。很酷的视频，他们在70英里每小时的测试中跑了370英里，而EPA（美国环保局）对这款车的预估续航里程是141英里。

Tesla is either reducing the cyber truck wrap program in house or they're just out of supplies of some colors They were offering 11 colors. It's currently down to three before they were offering this in california in texas Now it's just california china has strongly advised its car makers to make sure advanced ev tech stays in the country Beijing is encouraging chinese automakers to export knockdown kits to their foreign plants Which is just the key parts built in china and then the part sent somewhere else for final assembly This is likely to have big implications because many of these chinese ev makers are currently rushing to build factories around the world to avoid Teriffs it'll take a few weeks or months to see if any of these companies back off those new factory plans Something to watch the house of representatives did vote to approve new legislation that would tighten the rules for chinese content Qualifying for tax credits. This would still have to pass the senate But if it did this would mean fewer vehicles qualifying and would mean that the rules like emissions and ev targets would need to be rolled back

特斯拉可能在内部减少Cybertruck的包膜计划，或者他们只是某些颜色的供应不足。他们之前提供11种颜色，但现在只剩下三种颜色了。之前他们在加州和得克萨斯州提供这一选项，现在只在加州有。 中国强烈建议本国的汽车制造商确保先进的电动汽车技术留在国内。北京方面鼓励中国汽车制造商向海外工厂出口散件，即在中国制造关键零部件，然后将这些零部件运送到其他地方进行最终组装。这可能会产生重大影响，因为目前许多中国电动汽车制造商正在全球范围内急于建造工厂，以避免关税。 几周或几个月后，才能看到这些公司中是否有撤销新的工厂计划的情况。这是一个需要关注的点。美国众议院投票通过了新的立法，将收紧关于中国成分资格获取税收抵免的规定。这还需要参议院的通过，但如果通过，这意味着符合资格的车辆会减少，同时像排放标准和电动车目标等规定也需要进行回调。

Speaking of companies trying to roll back emission requirements vw supervisory board chairman Just called on the EU to lower the fleet limits because the payments to companies like tesla are painful As I said on x though This just means that those penalties are working as intended in case you're interested in learning more about tesla's eether loop in the cyber truck and related Technology filled truebie on x put together a very good video on the matter I'll have it linked below, but I want to play a quick clip regular cars have about 70 ECUs Car manufacturers buy these ECUs as black boxes The ECU does its job Be it breaking steering engine control ABS breaking or traction control all largely independent of each other Both the sensors and the outputs are connected to the appropriate ECU So all a car manufacturer has to do is to buy an entire brake system for instance from brembo or whoever And the integrated ECU comes with it So along with the problem of cross car wiring another problem with this architecture is upgradability There's typically no mechanism to do in over the air update. Okay, so what does tesla do different? well instead of 70 ECUs spread around the car and Associated cross car wiring going to many of them Tesla instead has six master controllers also known as zone controllers Which are placed in strategic locations such as a left front central MCU right controller Rear controller and there's a couple of other important ones the high voltage controller and the autopilot Each of these controllers is connected via an ether loop network. This is high speed ethernet and i'll get into the specifics of What kind of ethernet tesla actually uses a little bit later If you need some more content this weekend, I'd have a look at the rest tesla stock closed the day at 230.29 up point to 1 While the nasdaq was up point six five percent it was a quieter volume day trading about 16 million shares below the average volume the past 30 days Don't forget to check out surf shark linked below if you're interested take advantage of those free months And it'll protect you whether you're on the ground or in the air hope you guys have a wonderful and a safe weekend Please like the video if you did you can find me on x links below and a huge thank you to all of my patreon supporters

说到企业试图减缓排放要求，刚刚大众汽车监事会主席呼吁欧盟降低车队排放限额，因为向像特斯拉这样的公司支付罚款非常痛苦。不过，我在X（前“推特”）上提到过，这正好说明这些罚款起到了预期的效果。如果你对特斯拉在Cybertruck以及相关技术中的以太循环（Ether Loop）感兴趣，Truebie在X上制作了一个很好的视频。我会在下面提供链接，但现在我想播放一个简短的片段。 普通汽车大约有70个电子控制单元（ECU），汽车制造商将这些ECU作为黑盒子购买。每个ECU负责一个特定功能，无论是刹车、转向、发动机控制、防抱死刹车（ABS）还是牵引力控制，这些功能大多是相互独立的。传感器和输出端都连接到相应的ECU，所以汽车制造商只需要从Brembo或其他公司购买一个完整的刹车系统，就会附带集成的ECU。这种架构的一个问题是整车布线问题，而另一个问题是可升级性，通常没有机制进行空中更新。 那么，特斯拉有什么不同呢？特斯拉没有分布在车身各个部位的70个ECU和相关的车内布线，而是有六个主控制器（也称为区域控制器），这些控制器放置在战略位置，比如左前、中控单元（MCU）、右控制器、后控制器，还有几个重要的高压控制器和自动驾驶控制器。每个控制器通过以太循环网络（高速以太网）连接起来。我稍后会详细介绍特斯拉实际使用的以太网类型。 如果你这个周末需要更多内容，可以看看其它内容。特斯拉的股价今天收于230.29美元，上涨了0.21%，而纳斯达克上涨了0.65%。今天的交易量较为清淡，约为1600万股，低于过去30天的平均交易量。别忘了查看以下链接的Surfshark，如果你感兴趣可以利用那些免费月份，不管你在地面上还是在空中都可以保护你。希望大家度过一个愉快和安全的周末。如果你喜欢这个视频，请点赞。你可以在X上找到我，相关链接都在下面，衷心感谢所有的Patreon支持者。