More Tesla Sales Than We Thought / Ford: "They're Ahead of Us" / New Tesla Semi Expectations ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, a quick shout out to Eric F. Thank you for choosing to use my Tesla referral link and congratulations on your new Tesla. Just FYI, there are now four uses left for my referral link, it's always in the description if you need one. Dan Priestley from Tesla also sat down with Dan Antinovic, who's the head of electrification at Pepsi and here are the highlights. If I say Dan, I'm referring to the one from Pepsi, whereas if I say Priestley, I'm of course referring to the Dan from Tesla. Priestley reiterated that the total cost of ownership is the basis for every decision Tesla makes with the Tesla Semi. Part of how they drive down that figure is using the same screens from the other Tesla vehicles and they also use some of the same powertrain parts as well and volume for these parts of course helps to drive down price. Dan said there's been a lot of excitement about the Tesla Semi adoption at Pepsi and it's even surprised the electrification manager himself how well received the Tesla Semi has been. Everybody's been talking about the turn radius of the Semi, which is great for city driving, but they've proven that EVs can work in both the regional and the long haul settings as well.

欢迎来到《Electrified》，我是你的主持人，Dylan Loomis。先向Eric F. 致敬，感谢你使用我的特斯拉推荐链接，祝贺你购入了新的特斯拉。顺便提一下，我的推荐链接还剩四次使用机会，如果需要可以在视频描述中找到链接。 来自特斯拉的Dan Priestley最近与百事公司电气化负责人Dan Antinovic进行了一次对话，以下是要点概要。如果我提到Dan，指的是百事公司的那位；如果说到Priestley，当然就是指特斯拉的那位。 Priestley重申，特斯拉在决策Tesla Semi卡车时，始终以总拥有成本为基础。他们通过使用与其他特斯拉车辆相同的显示屏和部分相同的动力系统部件来降低这个成本，而这些零部件的大规模生产自然有助于降低价格。 Dan表示，百事公司对Tesla Semi卡车的引入非常兴奋，连电气化经理本人都对这款车的受欢迎程度感到惊讶。大家一直在讨论这款卡车的转弯半径，这对于城市驾驶非常有利，但他们已经证明，电动卡车在区域和长途运输中同样表现出色。

Basically Pepsi has three different fleets if you will, they have some short range in city driving, they have some longer range regional driving and then in both of those they have some lighter loads and some heavier loads, which means Tesla's been able to test the Semi in all of these different scenarios. Dan confirmed that Pepsi's highest mileage trucks are actually in the beverage business, which they also refer to as their transport division and those routes have the heavier loads and the longer distances. As it turns out Pepsi has more semis from Tesla than I think we were expecting. Pepsi has now launched three depots across California, one in Modesto where they have 15 Tesla Semi's deployed, one in Sacramento where they have 21 semis deployed, 18 of which are for local routes and then three are the long haul and more regional. And the third depot is in Fresno where they're now deploying 50 trucks, 45 are city and local, five are for regional long haul. Add those up and that gives us 86 Tesla Semi's that Pepsi has deployed.

基本上来说，百事公司有三种不同类型的车队：他们有一些用于城市内短途运输，有一些用于更长距离的区域运输，在这两种情况下，都有轻载和重载，这意味着特斯拉能够在各种不同的情景下测试他们的电动卡车。丹确认了百事公司最高里程的卡车实际上是在饮料业务中，也被称为他们的运输部门，这些路线有更重的载荷和更远的距离。事实证明，百事公司拥有的特斯拉电动卡车比我们预期的要多。百事公司目前在加利福尼亚州设有三个车库，一个在莫德斯托，部署了15辆特斯拉电动卡车；一个在萨克拉门托，部署了21辆，其中18辆用于本地线路，3辆用于长途区域运输。第三个车库在弗雷斯诺，他们现在部署了50辆卡车，其中45辆用于城市和本地运输，5辆用于区域性长途运输。总和起来，百事公司一共部署了86辆特斯拉电动卡车。

The original contract was for 100 so 14 more and that will actually be fulfilled nearly seven years after being agreed to. Priestly confirmed with yawn from the EV universe that Tesla does already have a few of the shorter range Tesla Semi's already in the United States. On the efficiency front, Dan highlighted 0.8 kilowatt hours per kilometer, which is 1.29 kilowatt hours per mile when it comes to the lighter load routes for the semis they've deployed. And on the heavy duty load side, Dan said that they're at 1 kilowatt hour per kilometer, which is 1.6 kilowatt hours per mile. I think that's why Elon said on X it looks like we can get the kilowatt hours per mile down around 1.2 with the median semi load, which means Tesla may be sandbagging a bit on their Tesla Semi page as they're still listing 2 kilowatt hours per mile energy consumption. Dan from Pepsi said with over a year of testing they're at 1.6 kilowatt hours for the heavier loads. And a 900 kilowatt hour pack for the semi divided by 1.6 kilowatt hours per mile would be roughly 562 miles.

原合同是100辆，所以再加14辆合同就能完成，而这实际上会在协议达成近七年后完成。Priestly确认，从电动汽车领域得到的消息显示，特斯拉已经在美国拥有一些短程版的特斯拉Semi。关于效率，Dan强调说，对于已部署的半挂卡车，较轻负载路线的能耗为每公里0.8千瓦时，即每英里1.29千瓦时。而对于重载路线，Dan表示能耗为每公里1千瓦时，即每英里1.6千瓦时。我想这就是为什么Elon在X上说，看来我们可以在中等负载的情况下将每英里的能耗降到约1.2千瓦时的原因，这意味着特斯拉在他们的Semi页面上可能在保守估计，因为他们目前仍列出每英里2千瓦时的能耗。来自百事公司的Dan表示，经过一年多的测试，他们在重载情况下每英里的能耗是1.6千瓦时。而一辆装有900千瓦时电池包的Semi，如果按每英里1.6千瓦时计算，续航里程大约是562英里。

Priestly also confirmed with yawn from the EV universe that Tesla will never do CCS for the semi so they are going to stick to the megawatt charging standard even in Europe. If you hear somebody referring to behind the fence charging, that's really synonymous with depot charging and that's what Pepsi's been focusing on. These charging sites at Pepsi locations for Pepsi. At those depot sites, Dan confirmed they do have megapacks at each location. And that depot charging is in contrast with public charging, which Priestly said may be more popular across Europe since land and space may be more of a premium. Now one thing that Dan did admit has been a challenge was infrastructure. Dan said they're now expecting that 1.5 years is going to be the bare minimum to launch a megawatt scale project and in reality it's more like 3 years to actually set up that charging infrastructure. So Pepsi is now installing their own megawatt level charging at their sites for that depot charging but it could take up to 3 years per site.

普里斯特利还证实，从电动汽车宇宙传来的消息称，特斯拉不会为其半挂卡车提供CCS（组合充电系统），所以即便在欧洲，他们也将坚持使用兆瓦级别的充电标准。如果你听到有人提到“围栏后的充电”，那实际上就是指仓库充电，而这正是百事公司一直以来关注的重点。这些充电站位于百事公司的各个地点。丹（Dan）证实在这些仓库充电站点，每个地方都有“超级电池组”。仓库充电与公共充电不同，普里斯特利表示，由于欧洲的土地和空间可能更为紧张，公共充电在欧洲可能会更受欢迎。 丹承认面临的一个挑战是基础设施建设。他表示他们现在预期建设一个兆瓦级别的项目至少需要1.5年，实际上可能需要3年才能真正建立起这样的充电基础设施。因此，百事公司正在他们的地点安装自己的兆瓦级充电设施用于仓库充电，但每个站点可能需要长达3年的时间才能完成。

I don't want to read too far into this but I'm starting to think that the way Tesla is going to be working with their first customers really with kid gloves to help them get set up not just with charging and infrastructure but with service which we'll touch on shortly. I think maybe we should start to expect a slower rollout than maybe some already expect. So if you think Tesla at Giganovada will even hit a run rate of 50,000 per year by the end of 2026 that may be optimistic. No fault of Teslas but the infrastructure utility side may be the limiting factor for these companies adopting semis at scale at least to begin. Other than that though it really was all positive.

我不想过度解读，但我开始认为，特斯拉在与首批客户合作时，会非常谨慎细致地帮助他们，不仅会在充电和基础设施方面提供支持，还会在服务方面（我们稍后会讨论）给予帮助。我认为，我们可能应该预计比一些人预期的更慢的推出速度。所以，如果你认为到2026年底，特斯拉在Giganovada甚至能达到每年5万辆的生产速度，这可能有些乐观。并不是特斯拉的错，而是基础设施和公用事业方面可能会成为这些公司大规模采用卡车的限制因素，不过除了这些，一切看起来还是很积极的。

Dan shared a story about a lifetime diesel driver that now feels like a kid in a candy store with a Tesla semi and he said he did not want to go back to diesel. He said it's been a success overall and Pepsi is continuing operations with the Tesla semi and it's matched the duty cycle of their diesel trucks where they can operate in the same fashion without skipping a beat. Of course the more Pepsi uses these Tesla semis the more the fuel savings will add up and he confirmed the maintenance has been an improvement so far relative to the diesel fleet. Priestly then shared that Tesla will in fact be able to largely use its existing parts distribution network for Tesla semi service which should really help to keep the service time short.

Dan 讲述了一个故事，说有一位开了一辈子柴油车的司机，现在开上了特斯拉半挂卡车，就像一个进了糖果店的孩子一样开心，他还说他不想再回去开柴油车了。他表示总体来说效果非常成功，百事公司正在继续使用特斯拉半挂卡车，而且这些卡车的工作循环和他们的柴油卡车一致，使用起来没有任何问题。当然，使用特斯拉半挂卡车越多，节省的燃料费用也就越多，他确认到目前为止，特斯拉半挂卡车的维修保养比柴油车队更好。Priestly 接着分享说，特斯拉实际上可以大规模使用现有的零部件分销网络进行半挂卡车的维护，这将大大缩短维修时间。

Pepsi has 3.8 million kilometers traveled on these Tesla semis which is about 2.3 million miles and Priestly confirmed that Tesla is in the midst of setting up a service center near Pepsi's Fresno location but they're also going to start transferring over some of Tesla's servicing responsibility to Pepsi. So Tesla will be training Pepsi employees so they can actually do service in house on their own. Ultimately giving companies the option going forward to lean on Tesla service or learn how to do it themselves. Again shout out to yawn for a lot of the coverage from this event he was actually there in person and some of the other electric trucks or Tesla's competition are literally using twice or more energy to travel every mile on the same conditions.

百事公司在这些特斯拉半挂卡车上已经行驶了380万公里，大约是230万英里。Priestly确认特斯拉正在百事公司弗雷斯诺（Fresno）所在地附近建立一个服务中心，他们还将开始将部分特斯拉的维修责任转交给百事公司。因此，特斯拉将会培训百事公司的员工，使他们能够在公司内部自行进行维修。最终，这将给企业提供一个选择，无论是依靠特斯拉的服务，还是学习如何自行维护。再次感谢yawn对这一事件的大量报道，他亲自到场。此外，其他电动卡车或特斯拉的竞争对手在同样的条件下每英里所用的能量几乎是特斯拉的两倍或更多。

There was a lineup of the other electric trucks in this video a lot of them were shaped just like these two that you can barely see in this video. A lot of them have these flat square face designs which I'm guessing can't be that aerodynamic. Pair that with Tesla's efficiency we've been talking about for years so it's really no surprise that they'll be leading the industry with a semi as well. Both Dan's were candid about some of the challenges that they had to work through together but that's part of why I think this learning time and experience for Tesla will be so valuable when it comes to expanding to other customers. Rather than struggling through with multiple customers at once Tesla can do it with one close trusted partner hopefully work out a lot of the kinks and then go from there.

这个视频中排了一列其他电动卡车，其中很多都像视频中你几乎看不到的这两辆。这些卡车很多都有方形扁平的前脸设计，我猜这样的设计在空气动力学方面可能不太理想。再加上我们多年来一直在讨论的特斯拉的高效能，所以他们在半挂卡车领域也领先行业并不奇怪。两位丹都坦率地谈到了他们一起解决的一些挑战，但我认为这也是为什么这段学习时间和经历对特斯拉在扩展到其他客户时会非常有价值的原因。与其同时面对多个客户的困难，特斯拉可以与一个值得信赖的合作伙伴密切合作，希望能解决很多问题，然后再进一步拓展。

To cap it off Elon said compared to diesel Tesla semi trucks have a lot more acceleration uphill power and computer controlled safety features like jacknifing protection so both more fun and safer to drive. Apparently some third party companies are now releasing NACS DC extension cords however PSA West said would recommend against using an extension cord on a supercharger or any DC charging station with a liquid cooled cable have seen multiple instances of the cable overheated Morgan Stanley put out two new Tesla stock notes today and in the first highlighted how Tesla's competition is funding its future. Ford has said it's accumulated firm commitments to buy around $4 billion of Zev credits in the years ahead based on Morgan Stanley estimates as much as 50% of these credits would be potentially bought directly from Tesla.

总结来说，埃隆（指埃隆·马斯克）表示，相比柴油卡车，特斯拉的半挂卡车在爬坡时加速性能更强，还有计算机控制的安全功能，如防止卡车折刀式打滑，因此驾驶起来更有乐趣且更加安全。据悉，一些第三方公司已经推出了NACS DC延长线，但PSA West建议不要在超级充电站或任何带有液冷电缆的直流充电站使用延长线，因为已经见到多次电缆过热的情况。今天摩根士丹利发布了两份关于特斯拉股票的新报告，第一份强调了特斯拉的竞争对手正在资助其未来的发展。福特表示，已承诺在未来几年内购买约40亿美元的ZEV积分，根据摩根士丹利的估计，其中多达50%的积分可能直接从特斯拉购买。

Therefore in an effort to reduce emissions Ford would buy Zev credits from Tesla which are 100% margin to Tesla which Tesla would in turn use to add its own power hungry and co2 emitting AI supercomputers. Is it just us or does that seem ironic I have to admit they kind of have a point another way to say it Ford is being punished for not hitting its emission targets meanwhile that punishment or that penalty is going to Tesla which will likely actually fund their data centers which have huge greenhouse gas emissions. Morgan Stanley's team has estimated that from this year through 2030 there will be 2.5 billion tons of co2 incrementally added from these hyperscaler data centers.

因此，为了减少排放量，福特会从特斯拉购买零排放汽车（Zev）积分，而这些积分对于特斯拉来说是100%的利润。特斯拉会将这些利润用于增加其耗电量大、二氧化碳排放高的人工智能超级计算机。我们觉得这很讽刺，不知你们觉得如何？我不得不承认，他们有一定的道理。另一种说法是，福特因为没能达到排放目标而受到惩罚，而这惩罚实际上变成了对特斯拉的资助，而这些资金可能用于支持其数据中心，这些数据中心的温室气体排放巨大。摩根士丹利的团队估计，从今年到2030年，这些超大规模数据中心将会新增25亿吨的二氧化碳排放量。

That number is roughly equivalent to 2.5 years of total co2 emissions from the combusted gasoline of US automobiles. So it's fair to ask is the auto industry being forced to clean up its act really just to make room for the data centers to then repelute. It's true a lot of these hyperscalers have talked about net zero targets but that's years into the future so as it stands now a lot would need to change to hit those goals. So I'd say for the climate and emission purists this is somewhat of an alarming reality and not to just brush that off but maybe as a silver lining this could create another big opportunity for Tesla to decarbonize that industry with Tesla energy megapack powerwall solar etc. But it has to be painful for Ford knowing they're about to hand over 4 billion dollars to Tesla that will help fund Tesla's future and ultimately further its lead over Ford.

这个数字大致相当于美国汽车燃烧汽油产生的二氧化碳总排放量的2.5年。所以，有人会问，汽车工业被迫清理环境是否只是为了给数据中心腾出地方来重新污染环境？确实，很多大型数据公司已经谈到“净零排放”的目标，但那是未来几年的事情，因此以目前的情况来看，还需要做出很多改变才能实现这些目标。所以，我认为对于气候和排放纯粹主义者来说，这是一个有些令人担忧的现实，但也不能轻视这一点。但也许从另一个角度看，这可能为特斯拉提供了一个大的机遇，通过其能源解决方案（如Megapack、Powerwall、太阳能等）来使这个行业实现去碳化。对于福特来说，这必须是件痛苦的事情，因为他们即将向特斯拉支付40亿美元，而这笔钱将帮助资助特斯拉的未来，最终进一步使特斯拉领先于福特。

In the next note they said when it comes to the 10 10 event frankly we're struggling to see how the day can live up to investors high expectations. They're looking for safety data which personally I'm not sure we're going to get. They want improvement from recent iterations of FSD which we're seeing happen in real time already and is very geography dependent and the methodology or how Tesla plans to further drive improvement in FSD. But the answer is more compute better data and continuous training. But there really has been a shift across parts of Wall Street in that they're saying Tesla's upside requires AI execution. Tesla's future valuation is highly dependent on its ability to develop, make and commercialize autonomous technologies. Translation, car sales are not nearly as relevant as they once were as a majority of the eyes and the big money is focusing on FSD and Optimus. They called out that prices vary but most estimates have an H100 chip at around 30 thousand dollars. So for a 100 thousand H100 cluster that would be three billion dollars.

在下一份报告中，他们表示，对于10月10日的活动，坦率地说，我们很难看到这一天能达到投资者的高期望。他们希望看到安全数据，但就我个人而言，我不确定我们是否会得到这些数据。他们希望能看到全自动驾驶(FSD)最近几次更新后的改进，这些我们已经在实时看到，并且这种改进在不同地区是不同的。对于特斯拉如何进一步提升FSD的计划，答案是更多的计算能力、更好的数据和持续的训练。然而，华尔街的部分人士确实有所转变，他们认为特斯拉的增长潜力取决于人工智能的执行情况。特斯拉未来的估值高度依赖于其开发、制造和商业化自主技术的能力。也就是说，汽车销量不像以前那么重要了，更多大额投资和关注焦点已经转向FSD和Optimus。他们指出，价格有所不同，但大多数估算认为每个H100芯片大约30万美元。所以，如果要建立一个包含10万个H100芯片的集群，成本将达到30亿美元。

We calculate the Colossus supercomputer that XAI has in Memphis consumes 374 gigawatt hours every year. The average US household consumes 10.9 megawatt hours of electricity annually which means just the first half of the Colossus capacity consumes an energy equivalent of more than 34 thousand households closer to 50 thousand when including other data center electricity uses like thermal. At the very least I think it's some food for thought. As Tesla fans I'm guessing most of us are somewhat tech savvy as well. We put a fair amount of personal information online to buy a product or pay a bill or create an account on whatever site. And sadly that's not where the data sharing stops. This figure is just astounding. The projected figure for this year the value of the data broker industry is expected to be over 389 billion dollars with a B. It's estimated there are around 5,000 data brokers working around the world and in the US there are currently 1,711 registered data brokers. It's very possible there are even more because they're not required to be registered by state laws. If you like wild stats here's another one. According to the Federal Trade Commission romance scammers alone stole 1.14 billion dollars from Americans last year alone. Luckily if you want to protect yourself and your family from all of this nonsense and you want to opt out of these companies selling your private information there's an easy and quick way to do that and that's signing up for Delete Me the sponsor of this video. Delete Me is an American based company that I spent ample time researching before partnering with them. They've been in business for over a decade and they specialize in removing all of your personal information from all of these data brokers and they constantly monitor these sites to ensure your data stays off of these websites into the future. Every quarter Delete Me sends you a new report showing exactly what's been removed from where and they share the status of your current removal for every single data broker.

我们计算得知，孟菲斯的XAI拥有的Colossus超级计算机每年消耗374吉瓦时的电力。美国普通家庭每年消耗10.9兆瓦时的电力，这意味着仅Colossus计算能力的一半就消耗了相当于超过34,000户家庭的电能，如果算上数据中心的其他电力使用如制冷，能耗则接近50,000户家庭。至少，我觉得这个数据值得思考。作为特斯拉的粉丝，我猜我们大多数人对科技也有一定了解。我们在线上购买产品、支付账单或创建账户时，都会提供不少个人信息。不幸的是，这并不是数据共享的终点。今年预计数据经纪行业的价值将超过3890亿美元。估计全球约有5000个数据经纪人在工作，仅在美国就有1711个注册的数据经纪人。甚至有可能更多，因为他们不需要根据州法律进行注册。如果你喜欢惊人的统计数据，联邦贸易委员会的数据显示，仅去年一年，浪漫诈骗就从美国人那里骗取了11.4亿美元。 幸运的是，如果你想保护自己和家人免受这些麻烦，并希望退出这些公司对你私人信息的销售，有一个简单快捷的方法，那就是注册Delete Me，一个这个视频的赞助商。Delete Me是一家美国公司，我在与他们合作之前花了大量时间研究过这家公司。他们已经经营了十多年，专门负责从这些数据经纪人那里移除你的所有个人信息，并持续监控这些网站，确保你的数据在未来不会再出现在这些网站上。每个季度，Delete Me都会向你发送一份新的报告，详细显示从哪些地方移除了哪些信息，并分享每个数据经纪人当前的移除状态。

A quick look at my August report they reviewed over 3,700 listings and found that 23 data brokers had my personal information of which they removed. Between the searching and removing that likely saved me over 60 hours of time and sadly it's important to do this quarterly because as we highlighted new data brokers are continually popping up. I think it's an awesome US company doing great work to push back some of the darkness in the world so if you'd like to take your privacy back for your family you can get 20 percent off using my code electrified. You can head to join deleteme.com slash electrified or you can use the QR code right on the screen.

快速浏览一下我的8月报告，他们审查了3700多个列表，发现有23家数据经纪商存有我的个人信息，并且已经将其删除。这次搜索和删除的过程可能为我节省了60多个小时。遗憾的是，鉴于我们发现新的数据经纪商不断出现，这个过程每季度都要进行。我认为这是一个出色的美国公司，他们正在努力驱散一些世界上的黑暗。如果你想为你的家庭保护隐私，可以使用我的折扣码electrified享受八折优惠。你可以访问join deleteme.com/electrified，或者直接使用屏幕上的二维码。

After a few delays GM put out a press release saying that their drivers will now have access to the supercharger network specifically over 17,800 chargers. Full disclosure this is not all of the ports available in the USA and Canada. Supercharge.info has Teslas open US stalls at 27,700 and an additional 2,200 in Canada. We can round up and call that 30,000 ports. Thus GM is only getting access to about 60% of the available ports. I'm guessing a lot of the supercharger sites that are already busy are not going to show up on the GM app. The GM approved Nax adapters will first be made available to customers in the US followed by availability for Canadians later this year. GM customers will have to pay for this adapter at a price of $225 but GM customers can use the same app they're already using to check available Tesla locations, check station status, start to charge and pay for the sessions. GM plans on leveraging multiple suppliers to produce approved Nax adapters.

在几次延期后，通用汽车（GM）发布了一份新闻稿，表示他们的车主现在将有权使用特定的超级充电网络，共计超过17,800个充电桩。需要明确的是，这并不是美国和加拿大所有的充电端口。根据Supercharge.info的数据，特斯拉在美国开放的充电桩数量为27,700个，在加拿大则有额外的2,200个。综合来看，总共大约有30,000个充电端口。因此，通用汽车实际上只获得了大约60%的可用端口。我猜想，通用汽车的应用程序上不会显示那些已经非常繁忙的超级充电站点。获得批准的Nax适配器将首先在美国向客户提供，随后将在今年晚些时候向加拿大客户提供。通用汽车的客户需要支付225美元购买这个适配器，但他们可以使用现有的应用程序来查看特斯拉充电站的位置、检查站点状态、开始充电并支付费用。通用汽车计划利用多家供应商来生产批准的Nax适配器。

In the future Ford is going to move to start charging its customers for the adapter but I believe the window to request a free one goes until the end of September and I believe if you buy a new Ford you still get a free adapter. It's now Ford, Rivian and GM that all have access to the supercharger network. Next up in line it's Volvo, Polestar, Nissan and Mercedes Benz. I did find that some Chevy Bolt EV owners will need a software update to actually use a supercharger and if I were to have a concern about GM having access it would probably be around the Chevy Bolt I believe the max charging speed of those vehicles is about 55 kilowatts. And this is by far GM's most sold EV. However the share of Altium based EVs that GM is selling is growing. In quarter two of this year in the United States over 20,500 Altium based EVs were sold which was about 94% of the EVs they sold. Yes this is awesome for the overall EV transition however I'll be honest I do have my reservations over the next two years. I'm kind of already dreading the day when I show up at a supercharger location and it's full of non-Tesla EVs. I know it's selfish but that really was an awesome perk for Tesla customers. I've been looking out for FSD12.5.3 updates and tech geek Tesla had a great video. Spoiler alert there was some good but also some bad and we'll start off with FSD running a red light. It just these things just shouldn't happen right here. So it goes right through that red light. Now some of you may be like oh well but I think the vast majority are going to agree with me that it should not be doing those things.

未来，福特计划开始向客户收费提供适配器，但我相信申请免费适配器的窗口期将持续到九月底，并且我相信如果购买新的福特汽车，仍然可以免费获得适配器。目前，福特、Rivian和通用汽车已经可以使用超级充电网络，接下来将要加入的是沃尔沃、Polestar、日产和奔驰。我发现一些Chevy Bolt电动车的车主需要进行软件更新才能实际使用超级充电器，如果我对通用汽车有任何担忧的话，可能会关于Chevy Bolt，因为这些车的最高充电速度大约是55千瓦。而这也是通用汽车最畅销的电动车。不过，通用销售的基于Altium平台的电动车的比例在增长。今年第二季度，美国销售了超过20,500辆基于Altium平台的电动车，占其电动车总销售量的约94%。这对整体的电动车过渡来说确实很棒，不过说实话，我对未来两年还是有些保留意见。我已经开始有点担心哪天到超级充电站时，那里会满是非特斯拉的电动车。我知道这样想有些自私，但这确实是特斯拉客户的一大优势。我一直在关注FSD12.5.3的更新，科技极客特斯拉发布了一个很棒的视频。剧透一下，内容有好有坏，我们先从FSD闯红灯说起。这种事情真的不应该发生，它直接冲过了红灯。你们中的有些人可能会觉得没什么，但我认为绝大多数人会同意我觉得这种情况不应该发生。

This was downtown Chicago during a Mexican celebration so it was pure chaos. You're going to see that traffic cop he's directing some people to cross the road and then after this there's a tunnel but before we get to the tunnel you're going to see this traffic cop gets back onto the intersection and the light is green the car can go forward but that same guy that you just saw there he kind of comes forward toward the road a little bit. Watch this right there and my car reacts a little bit late to that movement and results in me doing the third intervention. So there you can see steps forward as if he's going to go into the intersection and it slowed way down. I had I really had to step on the accelerator to get through there. I'm here at a four-way stop. It's just stop signs but my visualizations show a red light. I didn't notice this until afterwards. It's not a red light. It's like a construction artifact that's sitting on top of a stop sign and my car processes it as a red light and just will not go forward. Here a very basic blinking red light and it's not moving forward. Now I don't mean to be pessimistic or disappointed with all these things but we're on version 1253 and if it can't handle blinking red lights that's a little bit of an issue in my opinion. In fairness there were some good clips too but at this point I'm far more interested in seeing where it's still struggling.

这是在芝加哥市中心，正值墨西哥庆祝活动，所以现场一片混乱。你会看到那个交通警察正在指挥一些人过马路，然后在隧道之前，你会看到这个交通警察回到路口。此时红绿灯是绿色的，车辆可以前行，但你刚才看到的那个人有点向前走到了马路边。看这一下，我的车对这个动作反应有点迟钝，结果是我进行了第三次干预。所以，你可以看到他好像要进入路口，这导致车速大大降低。我真的不得不狠狠踩了一下油门才通过。 现在我在一个四向停的路口。这里只有停车标志，但我的视觉系统显示的是红灯。我当时没有注意到，这是一个建筑工地放在停车标志上的东西，我的车处理成了红灯，结果就是它完全不前进。这里有一个非常普通的闪烁红灯，但车子还是不前进。我并不是要对这些问题持悲观或失望态度，但我们已经到了1253版，如果它连闪烁红灯都处理不好，我认为这是一个小问题。公平地说，也有些不错的片段，但此时我更感兴趣的是看看它哪里还在挣扎。

The Treasury Department has put out some much needed clarification when it comes to how the credits will work for EV chargers. To date it's been unclear if these tax credits would apply to an entire EV charging station or each individual port. This clarification says it's a per-port basis which means companies can claim it multiple times for a charging station. The tax credit is 30% off the cost of installing the charger up to $100,000 for companies and then for individuals they can get a credit for 30% off their costs up to $1,000 per port. However this credit only applies in areas that are either low income or are not urban. As always double check with your tax professional but they did put out this eligibility map that I will have linked below.

财政部发布了一些关于电动汽车充电桩税收抵免如何运作的急需澄清。迄今为止，还不清楚这些税收抵免是否适用于整个电动汽车充电站或者每个独立的充电口。这次澄清说明，税收抵免是按每个充电口来计算的，这意味着公司可以为同一个充电站多次申报。公司安装充电桩的费用可以享受 30% 的税收抵免，最高可达 100,000 美元；个人则可以对每个充电口的费用享受 30% 的税收抵免，最高可达 1,000 美元。然而，这种抵免仅适用于低收入地区或非城市地区。请始终向您的税务专业人士确认，但他们确实发布了一个资格地图，我会在下面附上链接。

Earlier this year Ford executives made a trip to China to assess the EV market first hand but we're still getting leaks or details about that visit. Earlier this year we talked about how Farley described the situation competing against the Chinese as an existential threat to Ford. Now they're telling us Farley is also saying that executing to a Chinese standard is going to be the most important priority. Ford CFO John Lawler said Jim Farley this is nothing like before. These guys are ahead of us. Farley is saying that the Chinese are pulling away in the EV race. Shortly after the trip Farley arranged to have Chinese EV ship to Michigan for executives and directors to check out and sit in.

今年早些时候，福特公司的高管前往中国亲自考察电动汽车市场，我们至今仍在获取有关此次访问的零星细节。今年早些时候，我们讨论了福特首席执行官法利将与中国企业的竞争形容为对福特的生存威胁。现在他们告诉我们，法利还表示，按照中国的标准执行将成为最重要的优先事项。福特首席财务官约翰·洛勒表示，法利认为现在的情况与以往完全不同，中国企业已经领先我们。法利说，中国企业在电动汽车竞赛中正逐渐拉开差距。访问结束后不久，法利安排将中国的电动汽车运往密歇根州，让公司高管和董事们亲自体验和检查。

One was from Xiaomi which means it's the SU7. The summary? Those experiences persuaded Farley to narrow Ford's focus in China to commercial vehicles rather than trying to compete with local manufacturers in the consumer market. You guys know I love the candor and I think this will serve Ford well in the long term acknowledging the reality of their current situation. Rivian has launched a new certified pre-owned program on its website. These vehicles are inspected by Rivian, road tested and they get a factory warranty. They get a 4 year or 60,000 mile comprehensive and a 7 year or 175,000 mile warranty for the battery pack and drivetrain. They're offering a return policy for the first 7 days.

翻译： 其中一个来自小米，这意味着它是SU7。总结一下？这些经历让法利（Farley）决定将福特在中国的重点缩小到商用车，而不是试图在消费市场与本地制造商竞争。你们知道我喜欢直言不讳，我认为这种做法承认了他们当前的现实状况，这将对福特的长期发展有利。Rivian在其网站上推出了一个新的认证二手车项目。这些车辆经过Rivian的检查和道路测试，并且享有厂家质保。他们提供4年或6万英里的综合质保，以及7年或17.5万英里的电池组和传动系统质保。对于头7天还有退货政策。

Right now the cheapest R1T is $62,300 and the cheapest R1S is $71,100. But these CPOs currently cannot be leased and this is only available in California and Illinois. Tesla stock closed the day at $227.20 down 0.29% while the Nasdaq was down 0.31%. It was a normal volume day trading about 3 million shares above the average volume the past 30 days. The Fed did cut interest rates by 50 BIPs today but I've said in the past I'm not sure this is going to have the outsized impact on Tesla sales that I think some are hoping for. Yes overall borrowing costs should come down but Tesla's been offering low APR financing so maybe they do save some margin here.

目前最便宜的R1T售价为62,300美元，最便宜的R1S售价为71,100美元。但是这些已认证的二手车辆（CPO）目前无法进行租赁，而且仅在加利福尼亚州和伊利诺伊州有售。特斯拉股票今天收盘价为227.20美元，下跌了0.29%，而纳斯达克指数下跌了0.31%。今天的交易量属于正常水平，约为三百万股，高于过去30天的平均交易量。美联储今天确实将利率降低了50个基点，但我之前说过，我不确定这是否会对特斯拉的销售产生一些人所期望的巨大影响。是的，总的来说，借贷成本应该会下降，但特斯拉一直在提供低年利率融资，所以他们可能在这方面节省了一些利润。

But I'm not sure 50 BIPs is going to be a real needle move and then from a market perspective a large portion of it was already expecting a 50 point cut. I'm no economist nor do I pretend to be but just for fun I'm reading a 50 basis point cut as an indication that maybe they think they waited a bit too long to drop. Don't forget check out delete me linked below to take advantage of that discount. If you do as always thank you very much in advance. 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.

但我不确定50个基点的降息是否会真的带来显著变化，从市场角度来看，很多人已经预期到了这次50个基点的降息了。我不是经济学家，也不假装自己是，只是为了好玩，我认为这次降息50个基点可能暗示他们觉得自己可能拖得有点久了。别忘了看看下面链接里的"Delete Me"折扣优惠。如果你使用了，提前非常感谢你们。希望大家有个美好的一天。如果你喜欢这个视频请点赞。你可以在下面的链接找到我的个人页面，非常感谢所有支持我的Patreon支持者。