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Well, Tesla Was Sandbagging / Teleoperation: They Were Wrong / Tesla's Lithium Refinery ⚡️

发布时间 2024-10-18 01:25:32    来源
Welcome to Electrified, it's your host, Dile Loomis, quick shout out to my newest patron, Divergent Observer. Thank you for choosing to support the channel. Apparently, Tesla was sick of hearing everybody rag on Optimus and the tele-operation at the event, so earlier today, they released a new video. Just in case a few of you haven't seen it yet, I am going to play it but without the sound because there's music. Just to point out a few things you'll see in the top right this autonomous badge for certain clips. But the clip for walking up the stairs, that badge went away. But Ashish, who is an engineer at Tesla said none of the video was tele-operated. And Julian, who also works at Tesla on Optimus, said none of these shots are tele-operated. And now I'm playing this video back at .25 speed, but we do need to remember that they did say Optimus was actually walking on its own at the Wii robot event. And tele-operation up the stairs would be quite difficult given the weight distribution for the tele-operator would be much different than Optimus.
欢迎来到《电动时代》,我是你的主持人,迪尔·卢米斯。首先,特别感谢我最新的赞助者,"分歧观察者"。感谢你选择支持这个频道。显然,特斯拉厌倦了听到大家对Optimus机器人的批评以及活动中的远程操控,因此他们今天早些时候发布了一个新视频。如果你们中有些人还没看过,我会播放这个视频,但是会去掉音乐。需要指出的是,在一些片段的右上角你会看到“自动”标志,但在上楼梯的片段中,这个标志消失了。不过,特斯拉的工程师阿希什表示,视频中没有片段是远程操控的。同样在特斯拉从事Optimus项目的朱利安也说这些镜头没有远程操控。现在我把视频以0.25倍的速度播放,但我们需要记住,他们曾表示在Wii机器人活动中,Optimus确实是自己行走的。考虑到远程操控上楼梯会很困难,因为与Optimus不同,远程操控时的重量分布差异很大。

I thought the charging bits were pretty interesting. Clearly they're going the wall charger route, so Optimus has a camera basically on the back, so it can hook up to this dock by itself. And actually, it looks like this hook allows Optimus to rest on it so the actuators can turn off. In another part of the video, they did say they were having some overheating problems, which was likely from the actuator, so this would help alleviate that to some degree. A lot of people were expecting wireless charging for Optimus maybe through the feet, but apparently that's not the plan for now. You can see the light on the head of Optimus likely to indicate charging, red for low, green for charged, white for operating normally, and they may have some others that were just not in the video. And if you watch the bottom right hand corner, you'll actually see that rear camera on the back of Optimus so it can actually see the charging port dock.
我觉得充电部分挺有意思的。显然,他们选择了墙壁充电器的方式,所以Optimus在背面装有一个摄像头,这样它可以自行连接到充电底座。而且,看起来有一个钩子可以让Optimus靠在上面,这样执行器就可以关闭。在视频的另一个部分,他们提到遇到了一些过热问题,可能是执行器引起的,这样的设计可以在一定程度上缓解这个问题。很多人原本期待Optimus可以通过脚部进行无线充电,但显然目前不是这样的计划。你可以看到Optimus头部有灯光指示充电状态,红色表示电量低,绿色表示充满电,白色表示正常运作,可能还有其他未在视频中显示的颜色。如果你仔细观察屏幕的右下角,你会看到Optimus背部的摄像头,这样它就可以看到充电接口位置。

You'll also see this mini map, I like to call it, yes, I used to play a ton of Call of Duty, where Optimus is navigating through this brand new environment. It looks like the green and the visual are humans, so Optimus is learning to maybe be extra cautious around humans. If you zoom in a bit here, you can see green dots everywhere, that's apparently how Optimus is perceiving its environment and helping with depth perception. Optimus will be able to communicate these point cloud maps of the environment to others in the fleet so they can work together to map their surroundings. I'm really waiting for a similar feature with the vehicle fleet, the ability for cars to communicate with one another for real-time traffic data, or potholes, new construction, etc.
你会看到一个小地图,我喜欢这样称呼它,可能是因为我以前玩过很多《使命召唤》。在这个全新的环境中,Optimus 正在导航,看起来绿色的视觉元素代表着人类,所以 Optimus 学会在靠近人类时可能要格外小心。如果你放大一点,就能看到到处都是绿色的点,显然这是 Optimus 用来感知环境和帮助深度感知的方式。Optimus 将能够将这些环境的点云地图传递给其他机器人,以便它们能够协同工作来绘制周围环境。我真的很期待类似的功能能应用在车辆上,比如车辆之间相互交流实时交通数据、路面坑洼、新施工等信息的能力。

And the video says later, Optimus can tap into these for navigation, implying some recall. Picking up this tray of 4680s, it apparently weighs 11 kilograms, which is right around 25 pounds. And if you pause, you can see Optimus is basically holding this thing with its fingertips, really just applying pressure through its shoulders and arms. And we have to keep in mind that this is probably a generation 2.2 of Optimus, it's really Gen 3 that they're expecting to go into production with, so this version does not yet have the new hand that we saw at the Wii Robot event.
视频后面提到,Optimus可以利用这些功能进行导航,这意味着它具备一定的记忆能力。捡起这个装有4680电池的托盘时,它显然重达11公斤,大约25磅。如果你暂停视频,你会看到Optimus基本上是用指尖抓着这个东西,主要是通过肩膀和手臂施加压力。我们要记住,这可能是Optimus的2.2代版本,他们真正期望推向生产的是第3代,因此这个版本还没有我们在Wii Robot活动上看到的新手部设计。

I don't know how much it's really doing, but in this scene where Optimus is actually handing out some chips and drinks to people and responding to their gestures, Optimus is attached to a safety cable. If you look at this part right here, it's almost as if Optimus releases or opens its hand right before this person goes to grab the bottle, so are they doing it based on vision and not really a tactile sensation? Either way, I have to be honest, I really was not expecting this level of progress right now. On X Milan did share a post about this video, he said we've also started tackling non-flat terrain and stairs, and Optimus started learning to interact with humans, we trained its neural net to hand over snacks and drinks upon gestures and voice requests. And he said all neural nets currently used by Optimus run on its embedded computer directly, leveraging our AI accelerators.
在这个场景中,擎天柱实际上在给人们分发薯片和饮料,并对他们的手势作出反应。擎天柱被固定在一根安全绳上。如果你仔细看这里,就好像擎天柱在这个人抓住瓶子之前就松开或打开了手,所以它们是基于视觉而不是触觉来完成的吗?无论如何,我必须坦诚,我确实没有预料到现在能取得这样的进展。在X平台,Milan分享了一则关于这个视频的帖子,他说我们也开始解决非平坦地形和楼梯的问题,而且擎天柱开始学习如何与人类互动,我们已经训练它的神经网络能够根据手势和语音请求递送零食和饮料。他还提到目前擎天柱使用的所有神经网络都直接在其嵌入式计算机上运行,利用我们的AI加速器。

I did want to add, don't forget this tele-operation tech is probably going to be the way that Optimus is able to collect all of the real world data that it needs to eventually become autonomous. Without Tesla learning how to do that very well in many different environments, how else is Optimus going to learn from the real world? Yes, they can watch video footage, but as we know, the real world is different. So I know everybody wants to rush to the point where tele-operation is out of the picture completely, just don't forget it's a critical piece of getting Optimus where it needs to go. And it is going to take a little bit of time for Tesla to do something that's never been done before. Just know this narrative that's now out there that tele-operation is somehow easy and basically erases any progress we're seeing is just not true.
我想补充一下,不要忘了,远程操作技术可能是Optimus收集所有所需的真实世界数据,从而最终实现自主运行的关键。特斯拉如果不能在不同环境中很好地掌握这一点,那Optimus还能如何从现实世界中学习呢?虽然他们可以观看录像,但我们知道,现实世界是不同的。我知道大家都希望快点把远程操作完全抛开,但别忘了,它是让Optimus达到目标的重要环节。而且,特斯拉实现这一前所未有的事情是需要一些时间的。现在有人认为远程操作简单,并且基本抹去了我们所看到的进展,这种说法是不准确的。

Tim Zaman who used to work at Tesla said, tele-operation is a hard requirement for a lot of imitation learning. The quality of the imitation is constrained by the quality and functionality of the tele-op. Even if Tim was using the word hard to translate to necessary, again that's just my point earlier that this is how Optimus gets to where we want it to go. Translation? The better Tesla gets at tele-operating these bots across a diverse range of scenarios the faster they gather the data they need to learn to do it on its own. As I said on X, there's at least a chance that Optimus could have done a lot of what we saw at WeRobot. Autonomously, it's just Tesla decided to have the human assistance to make sure everything runs smoothly and the guests remain safe.
曾在特斯拉工作的Tim Zaman表示,远程操作对许多模仿学习来说是一个硬性要求。模仿的质量受远程操作的质量和功能的限制。即使Tim用“hard”这个词来表示必要,我早些时候的观点仍然是,这就是我们希望Optimus达到目标的方式。翻译?特斯拉在各种场景下进行远程操作的能力越强,它们收集到的用于自主学习的数据就越多,速度也越快。正如我在X上所说,Optimus至少有可能在WeRobot展示的很多方面是可以自主完成的,只是特斯拉为了确保一切顺利运行和保证客人的安全,决定进行人工辅助。

Because remember, the team only had three weeks knowing that Elon wanted Optimus as part of his presentation. So most likely Tesla wasn't faking Optimus to try to prove it's further along than it really is, it can actually do a lot of these things autonomously already, it just took the safe route. So if you think about it in a sense, Tesla really was kind of sandbagging when it comes to how far Optimus has actually progressed when it comes to autonomous operations. Now look, I'm obviously not a robotics expert, but I try to keep up where I can and you just don't have to be an expert to look back just two years ago to see when Tesla had bumble bee and to see how far Tesla has come in just the last two years. I mean, honestly going from this clunky behemoth on the left to that video we just watched in two years, if you ask me, that's incredibly impressive.
请记住,团队在知道Elon希望Optimus成为他演讲的一部分后,只有三周的时间准备。所以,特斯拉很可能不是在“作假”来证明Optimus比实际更先进,它实际上已经可以自主完成很多任务,只是选择了更保险的展示方式。所以如果从这个角度考虑,特斯拉似乎在某种程度上隐藏了Optimus在自主操作方面的实际进展速度。我要说明一下,我显然不是机器人专家,但我尽力保持关注。你其实不需要成为专家,只需要回顾一下两年前的情况,看看特斯拉当时的‘大黄蜂’,就能了解在过去两年里,特斯拉的进步有多大。说实话,从左边的笨重巨物变成我们刚刚看到的视频画面,只用了两年,要我说,这真是相当令人印象深刻。

So far, Tesla may already have over 100 Optimus built and operating in some capacity. Again, they talked about around 1000 by next year, by the end of this year, they should have the new hand ready for production. So the 1000 number for next year should be Gen 3 with the new hand and maybe some other updates that we don't yet know about as well. Honestly, before this video today, I was pretty skeptical that Tesla would have anywhere near 1000 Optimus bots doing useful work at its factories by next year. But after this video, I think there's a real chance they have at least maybe dozens of these doing real jobs by the end of next year.
到目前为止,特斯拉可能已经制造并运行了超过100个Optimus机器人,并且在某种程度上投入使用。他们曾谈到明年将做到大约1000个,到今年年底前,他们应该可以开始生产新的机器人手。因此,明年的1000个数量应该是第三代,具有新的手和可能其他一些我们还不清楚的升级。在看这段视频之前,我其实对特斯拉能在明年做到有1000个Optimus机器人在工厂里有效工作持怀疑态度。但看完视频后,我觉得至少在明年底前,他们很有可能会有几十个这类机器人在从事实际工作。

Maybe not anything groundbreaking, but like these guys in the background that are just standing there sorting batteries, I think Optimus will be able to do that and maybe carry them to the next location. Most of you probably are not tracking this, but more and more people are waking up to what's going on across the internet. Few people realize just how deep the data collection goes when it comes to data brokers. And the rise of AI poses the risk of even more personal information being scraped from the internet. And even worse, a majority of Americans 73% think they have little to no control over what companies do with their data. Luckily for all of us, that is not the case because companies like DeleteMe exist. And yes, they're the sponsor of this video, but they are an easy way out of this terrible situation.
这可能不是任何突破性的内容,但就像那些在后台站着整理电池的人,我认为Optimus也能做到这些,甚至可以把它们带到下一个地方。你们中的大多数人可能没有注意到这一点,但越来越多的人开始意识到互联网正在发生的事情。很少有人真正了解在涉及数据代理时,数据收集有多深。而人工智能的兴起带来了更大的风险,可能会从互联网上抓取更多的个人信息。更糟糕的是,大多数美国人(73%)认为他们对公司如何使用他们的数据几乎没有控制权。幸运的是,对于我们所有人而言,情况并非如此,因为有像DeleteMe这样的公司存在。是的,他们是这个视频的赞助商,但他们是摆脱这种糟糕情况的一种简单方法。

There are thousands of data brokers with new ones popping up regularly. That means without DeleteMe, you would have to look up and call each and every one of these companies, request a removal, and then follow up on that removal. And then somehow you have to constantly stay on top of new data brokers when they come up. It's totally impractical, which is why DeleteMe has become so popular. They do all of that work and then some for you. They're an American company and this is all they do. They remove all of your personal info from all of these sites, they send you reports quarterly, and they constantly monitor for new data brokers to ensure your personal info stays off these sites and is not being sold around the world. This time around, DeleteMe reviewed 5,719 listings and removed 25, saving me over 74 hours of work.
有成千上万的数据中介,并且不断有新的出现。这就意味着,如果没有DeleteMe,你就得自己查找和联系每一个这样的公司,请求删除你的信息,然后还要跟进删除的情况。此外,你还得时刻关注新的数据中介的出现。这几乎是不可能做到的,因此DeleteMe才如此受欢迎。他们为你处理所有这些工作,并且只是其中一部分。他们是一家美国公司,这就是他们专注做的事情。他们会从所有这些网站上删除你的个人信息,每季度向你发送报告,并不断监控新的数据中介,以确保你的个人信息不在这些网站上,并且没有被卖到世界各地。这次,DeleteMe审核了5,719条信息并删除了25条,为我节省了超过74个小时的工作时间。

You can see right here in October, it looks like a bunch of new data brokers have popped up. In the report for each broker, they tell you the status of each removal, whether it's in progress or whether it's clean and the next scan is upcoming. So if you'd like to protect your family's information and support a great US based company, you can get 20% off at join deleteme.com slash electrified linked below. Just use my coupon code electrified and you'll be good to go. Or if it's easier, you can use the QR code right on the screen. Tesla charging just announced they now have 60,000 charging stalls around the world. For context, Tesla announced 50,000 on September 7th, 2023. So in the last 13 months and three days, Tesla deployed an additional 10,000 doing the math that's about 769 stalls per month. Assuming 10 stalls per site, that would be roughly 75 sites per month.
在十月,我们可以看到似乎有许多新的数据代理商出现。在每个代理商的报告中,他们会告诉你每个删除请求的状态,无论是正在进行中,还是已经完成并等待下一次扫描。如果你想保护你家人的信息并支持一家优秀的美国公司,你可以在join deleteme.com/electrified上获得20%的折扣,链接在下方。只需使用我的优惠码electrified即可,也可以直接扫描屏幕上的二维码。特斯拉充电刚刚宣布,他们现在在全球拥有60,000个充电桩。为了提供背景信息,特斯拉在2023年9月7日宣布了50,000个,也就是说在过去的13个月零3天里,特斯拉新增了10,000个充电桩。简单计算一下,每个月大约新增769个充电桩。假设每个站点有10个桩,这相当于每个月新增大约75个站点。

Hopefully, posts like this continue to alleviate some of the fears about Tesla's supercharger network stalling out after the layoffs earlier this year. Heinrich Zane gave us a nice update on the Tesla semi. He believes these eight semis toward the bottom left of the screen right now are new right off the production line and he's estimating that in total, there may now be north of 200 semis produced total Pepsi may have their 100 already and these new ones are going to new potential customers some for testing. And of course, not just testing for other potential customers, but some of these will likely stay with Tesla as well for in-house use. So we may be as high as 250 Tesla semis produced in total and he did say they may be at a rate of around four per day, which was up from around two per day before. If you're not yet following Heinrich Zane on Twitter and YouTube, I'll have his information linked below. He's far and away the best source we have right now for Tesla semi updates to all of my Canadians.
希望这样的帖子能继续缓解一些关于今年早些时候裁员后特斯拉超级充电网络停滞的担忧。Heinrich Zane 给我们提供了关于特斯拉半挂卡车的最新消息。他认为,屏幕左下角的这八辆半挂卡车是刚刚下线的新车,他估计总共可能已经生产了超过200辆半挂卡车。百事公司可能已经拥有了100辆,而这些新车将交付给新的潜在客户进行测试。当然,不仅仅是为其他潜在客户测试,这些车中有一些也可能留在特斯拉内部使用。这意味着,我们可能已经生产了多达250辆特斯拉半挂卡车。他还提到,他们的日产量可能已经从之前的两辆提高到了四辆。如果你还没有在推特和YouTube上关注Heinrich Zane,我会在下面提供他的相关信息。目前,他是我们获取特斯拉半挂卡车最新消息的最佳来源。向我的加拿大朋友们问好。

The cyber truck deliveries are officially beginning. Some customers are reporting delivery dates as soon as the end of October. Looking at the sticker for the cyber beast foundation series, the total after destination fees, 168,740 Canadian dollars. As one of Sawyer's followers shared with him, some cyber truck owners are being notified that their wheel covers are finally ready. As we said was going to happen, here's a video from rapper DaBaby in his cyber truck using FSD posting this to his over 9 million followers. I believe though he may have taken this video down already. Obviously, this behavior is not recommended, but the point is many more people are going to be exposed to FSD through the cyber truck and all of these celebrities that own it. Joe Tett-Mayer shared a new video of Tesla's lithium refinery and an update. Here's a shot of what it's going to look like when it's done, and here's where we stand as of today.
赛博卡车的交付已经正式开始。一些顾客报告称,他们的交付日期最快在10月底。从赛博野兽基础系列的标签来看,加上目的地费用,总价为168,740加元。根据Sawyer的一位粉丝分享,一些赛博卡车的车主被通知他们的轮毂盖终于准备好了。正如我们之前所预料的,这里有说唱歌手DaBaby在他的赛博卡车上使用全自动驾驶系统(FSD)的视频,他将此视频发布给他的900多万粉丝。不过,我猜他可能已经把这个视频删了。显然,这种行为是不被推荐的,但重点是,通过赛博卡车和拥有它的这些名人,更多的人将接触到FSD。Joe Tett-Mayer分享了关于特斯拉锂精炼厂的新视频和更新。这里有一张完工后的效果图,以及我们目前的进展情况。

Where we can see those kind of trailers grouped in the middle of the screen, that's where the groundbreaking took place back in May of 2023. So what we are seeing here on the center left hand side of the screen is how the main plant itself is being designed. There's going to be a kind of a mirror of the items that you see on the left, and it'll be in the middle where you see that kind of rectangular pond at the moment. And in the distance is that large raw materials processing facility with some of the conveyor belts, and we will get a much closer view of that.
我们可以看到那些拖车聚集在屏幕中央,那就是2023年5月破土动工的地方。屏幕左侧中间展示的是主工厂的设计情况。你看到左边的设施将会在屏幕中间有一个镜像,在现在看到的那个长方形池塘的位置。而在远处,我们可以看到那个大型原料加工设施和一些传送带,我们会更近距离地观察到它。

Now as I have mentioned on several previous videos, these large ponds that you see are not part of the lithium processing. These are not brine tanks. What they are is a kind of reservoir of water for the site since there are no water utilities out here, and they use this not only for the site itself, and there is a plant off to the left with those white trailers and some pumps, but they also use this to keep the dirt down and the dust down during the construction process. This is a nice look at the raw materials processing facility on the left. You also see a forklift coming out of that large receiving door, a pyrometallurgical processing part of the factory, and the large kind of rusty cylinder on the center of the screen is that rotating kiln, and you can actually see some of the mounts and the bearings that it is sitting on, and that is what allows that to turn while it is heating up the raw spodgy bean concentrate 6 in alpha format.
现在,如我在之前的多个视频中提到的,这些你看到的大型池塘不是锂加工的一部分,它们也不是卤水池。这们实际上是一种现场的水库,因为这里没有水务设施。这些水资源不仅用于现场本身,也用于左边那个有白色拖车和一些泵的工厂。此外,在施工过程中,还用来压制灰尘。这是一个原材料加工厂的美好景象,你可以看到一个叉车从那个大的接收门出来。这是工厂热冶金加工的一部分,屏幕中央那个大而略显锈蚀的圆筒就是旋转窑。你实际上可以看到它所依靠的支架和轴承,这让它能够在加热原料锂辉石浓缩物 6 的过程中旋转。

It still sounds like Tesla is working on opening the first half of the plant by summer of next year, and then the second half should be done with construction sometime in 2026. Now yes, keep in mind this is basically one year delayed from their original timeline, but as we've talked about the price of lithium has come way down, these projects are not as economical as they once were. And eventually the lithium hydroxide from this location will be sent to the Gigatexis cathode plant for use there. At this point I would say maybe there's a chance we get a low volume of production sometime by the end of next year, but if not then definitely into 2026. Slower than we'd like, but it is quite the operation and Joe if you see this, thank you for the work.
特斯拉似乎计划在明年夏天前启用这家工厂的前半部分,后半部分则预计在2026年完成建设。要注意的是,这比原定计划推迟了一年。不过,如我们之前讨论的,锂的价格已经大幅下降,使得这些项目的经济效益不如从前。此外,这个地方生产的氢氧化锂最终将被运送到Gigatexis的阴极工厂使用。目前,我认为我们有可能在明年底前进行小规模生产,但如果不能,2026年肯定可以实现。这速度比我们期望的要慢,但这是一个相当复杂的操作。Joe,如果你看到这条消息,感谢你的努力。

This video was shared on TikTok. This girl was summoning her Tesla from a parking garage, but I believe her vehicle was already on the ground floor, but it made me think would this work if your vehicle was on a story two, three or four. So I wanted to pose the question, have any of you tested that yet? And if not, I may have to go find a parking garage and find out for myself.
这段视频是在抖音上分享的。这个女孩在停车场召唤她的特斯拉,但我相信她的车已经在地面层了。不过,这让我思考一个问题,如果你的车在二楼、三楼或者四楼,这个功能还会有效吗?所以我想提出这个问题,有人测试过吗?如果没有的话,我可能需要找一个停车场自己去试试。

We have some more promotions for Tesla. Milan Kowats has been promoted to the vice president of Optimus up from the director of Optimus and autopilot engineering. The Wall Street Journal also said that Omiad Afshar who joined Tesla in 2017 is now vice president in charge of sales and manufacturing with senior execs in those divisions now reporting to him. He has assumed some responsibilities formerly held by Tom Zu, Tesla's senior vice president for automotive, who in May earlier this year went back to China. In Omiad's new position, he will still report directly to Elon. His LinkedIn job experience still just has Tesla for the past seven years in two months with the cowboy hat emoji. This guy is definitely one of the more mysterious Tesla employees. It's almost like he really is the fixer for Elon. It's been reported that Omiad has also held roles at SpaceX and X and he also oversaw the construction of Gigatexas. I'm sure many of you will remember that report about the glass house that Tesla was apparently buying special material for for a house for Elon. And the word was that Omiad was the guy behind planning all of that. That whole thing turned into a whole lot of nothing, but it is indeed the same guy.
我们为特斯拉准备了一些晋升消息。米兰·科瓦茨(Milan Kowats)从Optimus和自动驾驶工程总监晋升为Optimus副总裁。《华尔街日报》还报道,2017年加入特斯拉的奥米亚德·阿夫沙尔(Omiad Afshar)现在担任负责销售和制造的副总裁,相关部门的高级管理人员将向他汇报。他接替了一些此前由特斯拉汽车部门高级副总裁Tom Zu负责的职务,Tom Zu今年五月回到了中国。奥米亚德在新职位上仍将直接向Elon汇报。他的LinkedIn工作经历显示在过去七年零两个月中只标注了特斯拉,并带有牛仔帽表情符号。这家伙绝对是特斯拉较为神秘的员工之一,简直像是Elon的“解决问题专家”。据报道,奥米亚德也曾在SpaceX和X公司担任过角色,并负责建设了Gigatexas。相信很多人都会记得关于特斯拉为Elon的房子购买特殊材料建造玻璃房的报道,据说奥米亚德就是幕后策划者。那件事最后不了了之,但确实就是同一个人。

Rivian and RJ Skorinj posted a little teaser, it looks like they're trying to do it big for an upcoming software update, their Halloween version, and they've brought on David Hasselhoff to help debut it. But they did say these spooky features will only be available for a limited time. There was a report that Apple had been working with BYD secretly for years and that they really helped BYD with the Blade battery that now BYD uses for basically all of its EVs. But again, what does Apple have to show for all of this work? The answer is apparently not much. They said Apple does not own any of the tech used in BYD's Blade batteries. And BYD made it clear they hold complete property rights and patent rights for the Blade battery. But the pack design was informed by lessons from the Apple work.
Rivian 和 RJ Skorinj 发布了一个小预告,看起来他们正准备为即将推出的软件更新大做文章,这是他们的万圣节版本,并且邀请了大卫·哈塞尔霍夫来帮助揭幕。不过,他们表示这些恐怖新功能只会限时提供。同时,有报道称苹果多年来一直在秘密与比亚迪合作,并在比亚迪现在几乎所有电动车都使用的刀片电池研发中给予了很大帮助。然而,苹果从这些工作中得到了什么呢?答案似乎是没有多少实质性的东西。据称,苹果并不拥有比亚迪刀片电池中使用的任何技术。比亚迪明确表示,他们拥有刀片电池的完整产权和专利权。不过,电池包设计也从苹果的工作中汲取了一些经验教训。

After months of trying Audi is coming up empty trying to find a new buyer or a new solution for its Q8 ETRON factory in Brussels. None of the 26 interested parties and potential investors has offered a viable and sustainable concept. Now they're saying it's likely that the 3000 or so factory workers will lose their jobs. This could become the first VW plant to close in Europe in its 87 year history. The reason for the closure? Poor demand for the Q8 ETRON. Ford is offering a new incentive scheme for dealers but the main takeaway here is Ford is looking at a new distribution model for its electric vehicles. Ford is looking to use these RRCs or rapid replenishment centers.
经过几个月的努力,奥迪仍未能找到新的买家或解决方案来维持其位于布鲁塞尔的Q8 ETRON工厂。对于奥迪来说,目前没有26个潜在投资者和意向方中有任何一方提出可行且可持续的方案。现在,有消息称,该工厂的约3000名工人很可能会失去工作。若真如此,这将成为大众汽车在其87年历史中首次关闭的欧洲工厂。关闭的原因是什么?市场对Q8 ETRON的需求疲软。与此同时,福特为其经销商推出了一项新的激励计划,但值得注意的是,福特正在考虑一种新的电动车分销模式,计划使用快速补货中心(RRCs)。

Just think of them like a middleman between the factories and the dealers a quicker easier way for dealers to get access to electric vehicles as they need them. Because dealers will be able to get EVs from these RRCs within 7 days. The RRCs are spread throughout the US allowing dealers to reduce floor planning costs by stocking fewer EVs and giving customers quicker access to a bigger selection of inventory. Tesla stock closed the day at $220.89 down 0.2% while the NASDAQ was up 0.04%. It was another quiet volume day for Tesla trading about 28 million shares below the average volume the past 30 days.
可以把它们看作是工厂和经销商之间的中间商,一种让经销商更快更容易获得电动车的方式。因为经销商可以在7天内从这些地区配送中心(RRCs)获得电动车。这些配送中心分布在全美,这样经销商可以减少库存成本,同时为顾客提供更多的车型选择。特斯拉的股价当天收于220.89美元,下跌了0.2%,而纳斯达克指数上涨了0.04%。当天特斯拉的交易量较为平淡,大约有2800万股,低于过去30天的平均交易量。

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