Elon Skipped the Presentation / Tesla's Expansion Approved / FSD 12.5.6 ⚡️

Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my new or updated patrons, hails and jaden. Thank you for choosing to support the channel. 15 months after Tesla first applied to expand Giga Berlin, they have finally gotten approval for the first stage of that expansion. In the end, when the entirety of this approval is done, Giga Berlin should be able to pump out 1 million vehicles per year up from the 500,000 stated capacity currently. But approval of the first phase will only cover the construction of a large haul, which will house storage areas, a battery cell testing lab, and expanded logistics infrastructure. All of the new construction will take place on land already owned by Tesla.

欢迎来到Electrified频道，我是主持人Dylan Loomis。先感谢一下我的新赞助者和更新赞助者，Hails和Jaden，谢谢你们选择支持这个频道。在特斯拉首次申请扩大柏林超级工厂的15个月后，他们终于获得了第一阶段扩建的批准。最终，当全部批准完成后，柏林超级工厂的产能预计将从目前的50万辆增加到每年100万辆。 但第一阶段的批准仅包括建造一个大型建筑，其中将设有储存区、电池单元测试实验室和扩展的物流基础设施。所有新的建设项目都将在特斯拉已经拥有的土地上进行。

Don't forget what plant manager Andre Tereg said earlier this year. We will not spend several billion on the expansion of the factory without the signals being clear that the market is asking for this. We firmly believe that the market will pick up again, it's certainly a question of how quickly and when. So from that standpoint, this expansion going ahead seems bullish. However, we have to remember what has changed this year, that being the large tariffs for EVs coming from China. Tesla does get a special rate that's lower than some other automakers, but the number is still not zero.

不要忘记，今年早些时候工厂经理安德烈·特瑞格说的话：我们不会在市场信号不明确的情况下，投入数十亿美元来扩建工厂。我们坚信市场会恢复增长，目前的问题是恢复的速度和时间。因此，从这个角度来看，这次扩建显得很乐观。然而，我们必须记住今年发生的变化，即来自中国的电动车面临高额关税。尽管特斯拉享受的特殊税率比其他一些汽车制造商低，但这仍然不是零关税。

So honestly, even if demand for Tesla across the EU was stagnant, I think these new tariffs would be incentive enough for Tesla to move forward with this expansion, localizing more of that production for the European market. A local source also confirmed that the expansion will also increase the production of battery cells at Gigabrelin from 50 up to 100 gigawatt hours per year. But keep in mind, right now Tesla is not hitting either of these stated capacities, whether it's for battery cells or vehicles. Right now, most of the battery production at Gigabrelin is just certain materials that are being shipped to the United States for final assembly, which is thanks to the IRA incentives.

所以，说实话，即使特斯拉在整个欧盟的需求处于停滞状态，我认为这些新关税也足以成为特斯拉推进这次扩建的动力，让更多生产本地化来满足欧洲市场的需求。一位本地消息人士还证实，这次扩建将使Gigabrelin的电池产能从每年50吉瓦时提高到100吉瓦时。但请注意，目前特斯拉实际上还没有达到这些预期的产能，无论是电池还是车辆。现在，Gigabrelin的大部分电池生产只涉及一些材料，这些材料被运往美国进行最终组装，这要归功于《通胀削减法案》的激励措施。

This source also added that there will also be changes in optimization of the production facilities already built at Gigabrelin, and that for phase one, no additional clearing of the forest is necessary. Also part of this phase one expansion are some temporary facilities like a hazardous materials warehouse, a distribution center, and a company medical center. Gigabrelin produced less than 200,000 model-wise in 2023, and they're likely to be under 250,000 for 2024.

消息还指出，Gigabrelin已经建成的生产设施将进行优化，无需在第一阶段额外砍伐森林。第一阶段的扩建还包括一些临时设施，如危险品仓库、配送中心和公司医疗中心。Gigabrelin在2023年的产量不足20万辆，2024年可能也不会超过25万辆。

It'll likely take a few months for things to really get moving at Gigabrelin, but over the next six to 12 months it'll be interesting to watch how the export number from Gigashang High changes and how likely the production number at Gigabrelin increases. Just to make it clear from RBB24, a German source, they said the first partial approval does not provide for any new production facilities. The expansion of production and the construction of additional production facilities are the subject of a second and third approval process. Speaking of Gigabrelin, the Tesla Semi is making a guest appearance at the factory.

在Gigabrelin工厂，事情真正运作起来可能需要几个月时间，但在接下来的六到十二个月里，观察Gigashang High的出口数量变化以及Gigabrelin的产量增加是很有趣的。根据德国来源RBB24的说明，第一阶段的部分批准不涉及任何新的生产设施。生产扩展和额外生产设施的建设将在第二和第三阶段的审批过程中进行。另外，关于Gigabrelin工厂，值得一提的是，特斯拉的电动卡车Semi也在工厂进行了展示。

In this short video, Dan Priestley said there's a huge amount of potential they're seeing in the market in the surrounding areas of Gigabrelin. Bloomberg talked to some Tesla employees after the Wii robot event, and we learned a few new things. The employees said the Optimus prototypes were able to walk without external control using AI. This should come as no surprise, they said originally Optimus wasn't due to feature in last week's event at all. Elon had requested their inclusion about three weeks prior.

在这个短视频中，丹·普里斯特利提到，他们在Gigabrelin周边地区市场看到巨大的潜力。彭博社在Wii机器人活动后采访了一些特斯拉员工，我们了解到了一些新信息。员工表示，Optimus原型可以在没有外部控制的情况下使用AI行走。这不应该让人感到意外，他们说本来Optimus并不打算在上周的活动中亮相，而是三周前埃隆才要求将它们纳入活动中的。

The late notice meant that there wasn't time to get the software up to speed making remote operation necessary. They said Elon had been due to discuss a wider range of autonomous driving related items on stage. The presentation was going to include more details about the plan for autonomous tech for Tesla's Semi, details of the app behind a future ride hailing service, and pricing for software suites. But Elon either skipped over the material or removed it from the event. So why would Elon choose to skip over that material or remove it from the event? Let your speculation run wild, but I think the safest assumption is what we talked about yesterday, he's just keeping his cards close to his chest.

由于通知得太晚，导致无法及时更新软件，必须进行远程操作。他们说，埃隆原本要在台上讨论更多与自动驾驶相关的项目。演讲本要包括更多关于特斯拉Semi卡车自动驾驶技术计划的细节、未来网约车服务背后的应用程序细节以及软件套餐的定价。但埃隆要么跳过了这些内容，要么将其从活动中移除。那么，为什么埃隆会选择跳过这些内容或将其移除呢？你可以随意猜测，但我认为最安全的猜测是我们昨天谈到的，他只是想保留一些秘密。

There are some headlines out there about this Anthony Leventowski who made some positive comments about Tesla's FSD and its competitive advantage, but I think we need some important context on who this guy is. Now look, everybody has things in their past, but Anthony was sentenced to prison for 18 months for stealing self-driving secrets from Waymo. He took that info from Waymo, then started his own self-driving trucking company called Auto, which he eventually ended up selling to Uber. There was a public admission he said he came to terms with what he did.

有一些标题提到Anthony Leventowski对特斯拉的全自动驾驶系统（FSD）和其竞争优势做出了积极评价，但我认为我们需要了解这个人的背景。每个人都有过去，但Anthony曾因从Waymo窃取自动驾驶技术秘密而被判入狱18个月。他从Waymo窃取了这些信息，然后创办了一家名为Auto的自动驾驶卡车公司，最后把这家公司卖给了Uber。他曾公开承认，并表示他已经接受了自己所做的事情。

It was actually Anthony selling this auto business to Uber that allowed him to join Uber as a high ranking exec. But then Waymo sued Uber for trade secret theft and eventually the two parties settled. But Leventowski was still on the hook and he eventually ended up entering into a plea agreement. And after all that, Leventowski actually sued Uber for just over $4 billion claiming that they owed him money for the prior deal. So with all of that context, Anthony said that Elon holds an incredibly strong position when it comes to FSD right now. I'd rather be in Tesla shoes than Waymo's. One key reason for this sentiment, the data. He said that's ultimately what's really going to be the differentiator here that you have the richest, most consistent data to continuously improve over time. I would say Tesla has examples of maybe 10,000 or maybe a million times more data than Waymo does in terms of all other scenarios of driving.

实际上，正是Anthony将这家汽车业务卖给Uber，使他能够以高管身份加入Uber。但后来Waymo因为商业机密盗窃起诉了Uber，最终双方和解。不过，Leventowski仍然面临责任，最后他与对方达成了认罪协议。在这一切之后，Leventowski还起诉Uber，索赔超过40亿美元，称他们欠他之前交易的款项。在这一背景下，Anthony表示，Elon在目前的全自动驾驶（FSD）领域拥有非常强大的地位。他宁愿站在Tesla那一边，而不是Waymo。造成这种看法的一个关键原因是数据。他说，最终真正会成为区分点的是拥有不断改进的丰富而稳定的数据。他认为，Tesla在驾驶的各种场景中，可能拥有比Waymo多1万倍甚至100万倍的数据。

Responding to Anthony's statements, Elon chimed in saying true. And despite his background and legal troubles, this guy was a hotshot engineer in the self-driving space for a number of years. He's not really telling us anything we don't already know, but hopefully the public starts to pick up on Tesla's lead as well. Uber's CEO just said that going up against Elon can be tough, so of course he's opening to partnering with him. He said that he would love to offer Tesla's Robotaxes on Uber's ride-hailing platform when they're ready to go. Obviously, competing with Elon is no easy matter and we take nothing for granted, we really want to partner with the autonomous industry. He sees three potential paths for Uber once Tesla launches its Robotaxes, competing with Tesla, working with Elon, to have autonomous vehicles on the Uber network or combining the two. He said, we'd love to have it on the platform, but if not, I don't think this is going to be a winner take all marketplace.

在回应安东尼的言论时，埃隆表示同意。尽管这个人有过背景问题和法律纠纷，但他多年来一直是自动驾驶领域的顶尖工程师。他并没有告诉我们什么新东西，但我们希望公众也能注意到特斯拉的领先地位。Uber的CEO刚刚表示，与埃隆竞争可能很艰难，所以他当然愿意与埃隆合作。他说，他很乐意在Uber的打车平台上提供特斯拉的自动驾驶出租车服务，当它们准备好时。这显然与埃隆竞争并不容易，我们不能掉以轻心，我们非常希望与自动驾驶行业合作。他认为，一旦特斯拉推出自动驾驶出租车，Uber就有三种潜在的路径：与特斯拉竞争、与埃隆合作，将自动驾驶车辆引入Uber网络，或者结合两者。他说，我们很愿意把它们放到平台上，但如果不能，我也不认为这会是一个赢家通吃的市场。

We believe in the spirit of partnership, we'll see what Tesla does. I see a lot of people out there saying that Tesla should never partner with Uber, they don't need them, and I totally understand that argument. The problem is we don't know what the partnership would actually look like. Just for example, let's say Uber said you know what, we'll buy all of the cybercabs from Tesla at cost, and we'll take care of all of the cleaning and maintenance and operation of the fleet. In return, all Uber would ask for is a small fee per mile. In that scenario, there's not really much downside for Tesla and there is a lot of exposure that may take Tesla a bit longer to get on its own given the network that Uber already has. Now of course, personally, I would rather see Tesla do everything in-house to control the entire experience and keep all of the revenue for itself. But to argue that there's no partnership that Uber could come up with that would be beneficial for Tesla, I don't think is true. And just to be clear, I also think it's true that Uber needs Tesla way more than Tesla needs Uber, but that doesn't mean that Tesla can't benefit from working with Uber in some capacity. Tasha Keeney from ARK shared some thoughts on Wii Robot and she said Elon mentioning 30-40 cents per mile at scale, which isn't far from what ARK was predicting, compares quite well to the competition. She said the average cost per ride-hailing mile in Western ride-hailing markets is around $2.

我们相信合作的精神，所以会观察特斯拉的举动。我看到很多人说特斯拉不应该与优步合作，因为他们不需要优步，我完全理解这个观点。问题在于我们不知道这个合作真正会是什么样的。举个例子，如果优步表示他们愿意以成本价购买特斯拉的所有网络出租车，并负责所有的清洁、维护和运营工作。作为交换，优步只想要每英里收取一点小费用。在这种情况下，特斯拉几乎没有什么损失，而且通过优步现有的网络，特斯拉有可能获得更多的曝光，这可能会比单独行动需要更长的时间。当然，我个人希望特斯拉能自主完成所有事情，以便控制整个体验并保留全部收入。但我不认为优步无法提出对特斯拉有利的合作方案。需要明确的是，我也认为优步更需要特斯拉，而不是特斯拉更需要优步，但这并不意味着特斯拉不能因为与优步的某种合作而受益。ARK的Tasha Keeney在Wii Robot上分享了一些想法，她提到埃隆表示大规模运营时每英里成本在30-40美分之间，这与ARK的预测差距不大，也能很好地与竞争对手相比。她还说西方网约车市场每英里的平均成本约为2美元。

Translation, right now the competition for a 10-mile trip would be around $20, whereas Tesla's solution would be around $4 for the same trip if of course they can hit those numbers. Tasha also shared this chart, it just shows us the number of miles in trillions when it comes to the addressable market at different price points. For example, at $1 per mile, the addressable market for ride-hail is right around 1 trillion miles. And again, ARK is saying the existing addressable market for ride-hail companies in Western markets, they charge between $2 and $4 per mile. It's not the best chart ever because you can barely see certain price points like the purple, which is $4 per mile and the black, which is $3 per mile. They're incredibly slim right over here. The first one you can really see is gray at $1 in 10 cents per mile, the light blue is 60 cents and the yellow is 50 cents.

当前，一次10英里的出行竞争价格大约为20美元，而特斯拉的方案如果能实现目标，同样的行程大约只需4美元。Tasha 还分享了一张图表，展示了在不同价格点时潜在市场的里程总数（以万亿英里计）。例如，按每英里1美元计算，网约车的潜在市场大约为1万亿英里。同时，ARK表示，西方市场中现有网约车公司的可及市场价格在每英里2到4美元之间。这不是一张很完美的图表，因为某些价格点几乎看不清，比如紫色代表的每英里4美元和黑色代表的每英里3美元，它们在图上非常纤细。第一个明显可见的是灰色，代表每英里1.10美元，浅蓝色代表60美分，而黄色则代表每英里50美分。

Let's just say Tesla only gets the price down to 50 cents per mile, that's a $2.75 trillion addressable market, which of course is orders of magnitude greater than the addressable market at $2 per mile, which is where a lot of the competition is now. Just a heads up, going back to Tesla's AI schedule that they did incredibly well with when it comes to September milestones, in October, we're supposedly getting Unpark, Park, and Reverse in FSD and version 13, where they're touting a 6x improvement in miles between necessary interventions. The chatter at WeRobot from everything I've been reading is that the Tesla employees were very bullish on version 13 and as we know, these are some of the last pieces for the full suite of FSD, handling parking lots, the last mile, and reversing to get out of sticky situations.

假设特斯拉将成本降至每英里50美分，那么他们的潜在市场规模将达到2.75万亿美元。这显然比每英里2美元的市场（这是很多竞争对手目前所在的水平）大得多。提醒一下，回到特斯拉的人工智能进程，他们在九月份的目标上表现非常出色。到了十月，我们预计全自动驾驶（FSD）将增加停车、起步和倒车的功能，并发布第13版，据说在需要干预的情况下，平均行驶里程提高了6倍。从我在WeRobot上看到的信息来看，特斯拉的员工对第13版非常乐观。我们知道，这些是全套FSD功能的最后几个部分，涵盖了停车场处理、最后一英里以及倒车脱困的情况。

For whatever it may be worth, the early reviews of 12.5.6 have been quite impressive from what I'm seeing. Is the Tesla gonna give them room? See how this traffic starting to stack up here? Right about now, I'd be blinkering over and getting in this middle lane, but I don't know what to say guys, it is doing what I'm thinking. Are you listening? Maybe you're listening to me, but here I am in chill mode. I didn't change my speed much, but I definitely gave those cars room to merge. Didn't give me any sort of alerts, didn't tell me what it's doing anymore, it's just doing it.

不管价值如何，目前我看到的12.5.6版本的早期评价相当不错。特斯拉会给他们让路吗？看看这边的交通开始拥堵了吧？现在这个时候，我通常会打转向灯并进入中间车道，但我不知道该怎么说，车子正在按照我的想法行驶。你们在听吗？也许你们正在听我说话，但我现在处于冷静模式。我虽然没有太改变速度，但确实给其他车辆留出了合并的空间。车子没有给我任何警报，也没有告诉我它在做什么，就是在做它该做的。

Chris from Dirty Tesla reiterated the excitement around version 13 as he was at the event, and he said the feeling is that banish and reverse come together to really complement the full robotaxi feel for customers current cars. A question we've been asking, it does not seem the cars learn in between updates yet. Tesla is not changing weights, flipping toggles, or doing anything between you and installing updates. Map data can update and change in between software updates, but outside of that, not much is happening without an update. And finally, the team does know about the speed control problem, and they said a fix is coming soon.

来自Dirty Tesla的Chris在活动现场重申了对第13版的兴奋之情。他表示，消除干扰和倒车功能结合在一起，真正提升了当前车主的自动驾驶出租车体验。我们一直在问一个问题，目前似乎汽车在更新之间并没有进行学习。特斯拉在你安装更新之间，没有更改权重、调整开关或做任何其他事情。在软件更新之间，地图数据可以更新和变化，但除此之外，如果没有更新，几乎没有其他变化。最后，团队知道存在速度控制问题，并表示很快会推出修复措施。

On X, James Damo was having a back and forth with Jordan from the limiting factor, and he said some things worthy of sharing. James said Tesla's AI work is aggressive, but also professional and prudent. In contrast to media coverage of FSD, it's not a wild high stake scandal. Quite the opposite, it's a near inevitability given the needed investment, which is why it warrants the investment. We don't know the final form in detail yet, and things like public reaction, price elasticity, and the adoption rate are hard to predict. But if it were to not happen, that would be a shocking development. FSD happening, and happening on hardware 3 should be the unsurprising outcome.

在X平台上，James Damo与Limiting Factor的Jordan进行了讨论，他说了一些值得分享的话。James认为，特斯拉的AI工作既激进又专业并谨慎。与媒体对全自动驾驶（FSD）的报道不同，它并不是一个赌博性质的丑闻。实际上，这几乎是必然的结果，因为需要进行大量投资，这也是投资的理由所在。我们目前还不知道FSD的最终形式，例如公众反应、价格弹性和采用率等因素也很难预测。但如果FSD没能实现，那反而会是一件令人震惊的事情。FSD的实现，尤其是在硬件三代上实现，应该是意料之中的结果。

Later, he said the inevitable success of FSD should not be surprising or unexpected. It's the fear-mongering horse race dynamics of media that promotes the illusion that FSD is somehow unlikely. James said my conviction comes from my familiarity with the underlying tech and its development trends in thousands of hours actually using the software. The noise level on publicly available stats is too high to be informative. Holmars also shared a clip of end to end on the highway. 12.5.6, and I have to take an exit. We're now less than one mile away from the exit. It says 0.9 miles until the exit, and watch what the car does. Does it slow down and get behind this car? No, it actually speeds up and gets in front of the car, and then changes lanes.

后来，他表示，FSD（全自动驾驶系统）的成功是必然的，不应该让人感到惊讶或者意外。媒体总是夸大其词，制造一种FSD不太可能成功的假象。James说，他之所以坚信FSD的成功，是因为他对其底层技术和发展趋势都非常熟悉，并且已经花费了数千小时亲自使用这个软件。公开数据显示的信息噪声过多，难以提供真正有价值的信息。Holmars还分享了一段高速公路上从头到尾的FSD驾驶片段。版本是12.5.6，我需要驶出高速公路。我们距离出口现在不到一英里，准确的是0.9英里，看看车会怎么做。它会减速并尾随前面的车吗？不，它实际上加速超过前面的车，然后变道。

And do you think it's going to miss the exit now? Because it waited so long, it waited until the last mile to take the exit? Well, think again, it sped up, got ahead of the car, and still had time to make its way across all four lanes and take the exit just fine. I know that's not the most impressive clip you've ever seen, but something I wish FSD would get over to the necessary lane a bit sooner because I do tend to get anxious that it's actually going to miss the exit or the turn. I am curious though, am I the only one? DHL recently put out a press release about its experience testing the Tesla Semi in the real world. The results? Over a two-week trial this summer, DHL took the Tesla Semi over 3000 miles of normal operations in Livermore, California.

你认为它现在会错过出口吗？因为它等了这么久，直到最后一英里才准备下出口？再想想看吧，它加速超车，顺利穿过四条车道，成功下了出口。我知道这不是你见过的最令人印象深刻的视频，但我希望FSD（全自动驾驶）能早点切换到必要的车道，因为我常常会担心它会错过出口或转弯。不过我很好奇，我是唯一一个这样想的人吗？最近，DHL发布了一份新闻稿，介绍他们在实际测试中使用特斯拉Semi卡车的经历。结果怎样？今年夏天的两周试验中，DHL在加州利弗莫尔进行了超过3000英里的日常运营测试。

The trial included one long haul of 390 miles, fully loaded with a gross combined weight of 75,000 pounds. During the trial, the vehicle averaged 1.72 kWh per mile, operating at speeds exceeding 50 miles per hour on average for over half its time on the road. The result exceeded our expectations and even Tesla's own rating. Our verdict? The Tesla Semi is ready for prime time. Just one more source saying that the Tesla Semi can get up to 500 miles of range in the real world, fully loaded. Following the successful trial phase, DHL is now carefully planning how we could best integrate these electric trucks into our network as Tesla gears up for large scale production of the Semi in 2026.

试验包括一次长途行驶，总里程390英里，车辆满载，总重75,000磅。在试验过程中，车辆平均每英里耗电1.72千瓦时，平均行驶速度超过每小时50英里，其中超过一半的时间保持这一速度。结果超过了我们的预期，甚至超出了特斯拉自己的评估。我们的结论是：特斯拉Semi已准备好投入使用。这个结果只是又一个证据，表明特斯拉Semi在满载情况下可以在实际环境中实现500英里的续航里程。在成功的试验阶段结束后，DHL正在仔细规划如何将这些电动卡车最佳地整合到我们的网络中，同时特斯拉正准备在2026年大规模生产Semi卡车。

Tesla is hiring for an unreal software engineer for virtual reality teleoperation for the Tesla bot. Again, I know a lot of people are pushing the narrative that Tesla will have a business line doing teleoperation, anything is possible, but this job specifically is mainly for data collection. And just to be clear, Tesla has had job postings similar to this in the past. Earlier this year in February, they had an AR-VR telemetry software engineer job listing. And Ashish, who works at Tesla, said what people missed about the around 20 human assisted optimi is Tesla's intent and ability to scale up data collection around 20 times more than 2022 AI day language images, audio are blessed with exact data. So even though they were human assisted, they were still gathering valuable real world data.

特斯拉正在招聘一位出色的软件工程师，从事虚拟现实远程操作的特斯拉机器人项目。我知道很多人认为特斯拉可能会开展远程操作的业务，这一切都有可能，但这份工作主要是用于数据收集。需要说明的是，特斯拉以前也有类似的招聘。今年2月，他们发布了一个AR-VR遥测软件工程师的职位。而在特斯拉工作的Ashish表示，人们忽视了大约20个人工辅助的优化工作是因为特斯拉计划将数据收集的规模扩大到2022年AI日的20倍，语言、图像和音频都得到了准确的数据支持。所以，即便这些任务是由人工协助的，它们仍然可以收集到宝贵的真实世界数据。

Cox Automotive put out its estimates from Kelly Blue Book. I think that's an important distinction, but they had EV sales for quarter three in America at 8.9%, the highest level recorded and an increase of 7.8% in quarter three last year. After seeing sales fall year over year in the first half, market leader Tesla returned to growth mode in quarter three with sales up 6.6% thanks to the Cybertruck. In fact, Cybertruck outsold every other available EV except two, the Model Y and the Model 3. Their estimate has Cybertruck sales for quarter three at 16,692. Meanwhile, the F-150 Lightning 7,162. The Mach-E 13,392. The Hummer Truck and SUV 4,305. Chevy Silverado 1,995. And the Foundation Series Cybertruck is still selling more than Chevy's more affordable equinox EV at 9,772.

Cox Automotive发布了来自Kelly Blue Book的估算数据。我认为这点很重要，他们估计美国第三季度的电动车销量达到了8.9%，这是有纪录以来的最高水平，比去年第三季度增长了7.8%。在经历了上半年同比销量下降后，市场领导者特斯拉在第三季度重回增长模式，其销量因Cybertruck上升了6.6%。实际上，除了Model Y和Model 3之外，Cybertruck的销量超过了其他所有可用的电动车。他们估计第三季度Cybertruck的销量为16,692辆。同时，F-150 Lightning售出了7,162辆，Mach-E售出了13,392辆，悍马卡车和SUV售出了4,305辆，Chevy Silverado售出了1,995辆。基础系列的Cybertruck销量甚至超过了更实惠的雪佛兰Equinox电动车，后者售出了9,772辆。

Lucid has partnered with four seasons hotels starting this fall and guests at select properties in the US will have access to complimentary Lucid Air EVs during their stay. The program is set to expand to locations in Canada, Europe, and the Middle East in the coming months. Arizona now has a new, biggest battery storage project up and running. This one is 1.2 gigawatt hours. But I'm sharing because meta confirmed the green energy would be used at a data center in Mesa, Arizona. And the American president of Fluent said we're seeing some of that come into the space where the power consumption of these large data center customers, coupled with their desire to have green power, is driving some of the storage and renewable business quite a lot in the US. Arizona has one of the highest growth rates of electricity in the country due to the surge in data centers and the reshoring of American manufacturing.

Lucid公司从这个秋季开始与四季酒店合作，住在美国部分地点的客人可以在入住期间免费使用Lucid Air电动车。这个项目将在接下来的几个月内扩展到加拿大、欧洲和中东地区。亚利桑那州现在有一个新的、最大的电池储能项目已启动运行，容量为1.2吉瓦时。我之所以分享这个消息，是因为Meta公司确认将利用这项绿色能源供给其位于亚利桑那州梅萨的数据中心。Fluent公司的一位美国总裁表示，我们看到大量数据中心客户的电力消耗，以及他们对绿色电力的需求，极大地推动了美国储能和可再生能源业务的发展。由于数据中心的激增和美国制造业的回流，亚利桑那州的电力增长率是全美最高之一。

Tesla Optimus on X shared this video of the cybercab with a little infographic and inside it looks like the cybercab will be using 4680 battery cells. And they're saying the same batteries, the same cameras, and the same computer will go from the cybercab directly into the Optimus as well. So could the cybercab use LFP4680s made by Tesla? I think there's certainly a chance. Tesla stock closed the day at $219.57 up 0.19 percent while the NASDAQ was down 1.01 percent. It was a lower volume day for Tesla trading about 19 million shares below the average volume the past 30 days. 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Optimus在X平台上分享了这段关于“cybercab”的视频，并附上了一个小信息图。从视频内容来看，“cybercab”可能会使用4680电池。这意味着同样的电池、摄像头和电脑也将直接用于Optimus。那么，“cybercab”会使用特斯拉生产的LFP4680电池吗？我认为这完全有可能。特斯拉股票今日收盘价为219.57美元，上涨了0.19%，而纳斯达克指数下跌了1.01%。今天特斯拉的交易量较低，大约为1900万股，低于过去30天的平均交易量。希望大家度过美好的一天，如果你喜欢这个视频，请点赞，你可以在下方链接找到我，非常感谢所有Patreon支持者。