Icon Raves About Tesla's Speed / New Tesla Product Available / Don't Gloss Over This ⚡️

Welcome to Electrified, it's your host, D'Alunumis, quick shout out to my newest patron, David S. Thank you for choosing to support the channel. On X, Tasha Kinney from Arc said Tesla has been testing a ride-hail service for around one year. This is a monumental step forward, to which Elon said it's a big deal. On X, Hans Nelson actually gave us a great reminder that we really didn't learn about this at the Wii robot event. Rosalie Nathan's, who works at Tesla, said this four months she shared this video and said, still pinching myself, I got to demo Tesla's ride-hailing platform. Rosalie is currently the senior manager of used cars and online sales. That's a good segue to what Arc just put out about Tesla, they said. During the investor call, management noted some states will require a safety driver until Tesla reaches specific time and mileage thresholds. Given its large fleet, Tesla should be able to meet those thresholds. So I'm wondering if all of the data in the mileage that Tesla is gathering from testing the software of this robotaxi network, if Tesla will be able to present that to the regulators and have it count for something. Arc then continued even if regulators were to delay the removal of those safety drivers, Arc has already laid out the advantages of launching a human driven ride-hail service first.

欢迎来到Electrified，我是你的主持人，D'Alunumis。首先感谢我最新的赞助者，David S。感谢您选择支持这个频道。在X平台上，Arc的Tasha Kinney说特斯拉已经测试了一年的网约车服务。这是向前迈出的一大步，对此Elon也表示这是件大事。在X平台上，Hans Nelson提醒我们，其实在Wii机器人活动上，我们并未了解到这点。Rosalie Nathan是特斯拉的一名员工，她在四个月前分享了一段视频，并表示依然不敢相信自己能够演示特斯拉的网约车平台。Rosalie目前是二手车和在线销售的高级经理。这是一个很好的引入，正好Arc刚刚发布了一些关于特斯拉的信息，他们说在投资者电话会议上，管理层提到一些州要求在达到特定时间和里程阈值之前必须有安全驾驶员。考虑到特斯拉庞大的车队，他们应该能达到这些阈值。所以我在想，特斯拉在测试这个机器人出租车网络软件时收集的所有数据和里程，能否提交给监管机构并予以采纳。Arc随后继续说，即使监管机构推迟取消安全驾驶员，Arc已经列出了首先推出由人类驾驶的网约车服务的优势。

A week or two ago, we already shared the graph talking about these numbers, but just to reiterate, if Tesla can deliver on that 30-40 cents per mile, those lower price points could unlock around 11 trillion dollars in revenue potential, which is around 80 times larger than the addressable market that Uber and Lyft target today. Again, the current average for ride-hail costs is around $2 per mile. The takeaway is that Tesla isn't just looking to penetrate the Uber and Lyft market, but one that's actually orders of magnitude larger. Mark Andreessen, who has played a critical role in shaping the internet as we know it today and who's also had board seats at companies like Meta, HP, and eBay had some interesting comments on Elon on the Impact Theory podcast.

一两周前，我们已经分享了一个关于这些数字的图表，但为了重申一下，如果特斯拉能实现每英里成本30到40美分这个目标，那么这些较低的价格点可以释放出大约11万亿美元的收入潜力，这比Uber和Lyft目前所针对的市场大约大80倍。目前，打车服务的平均成本是每英里约2美元。关键在于，特斯拉的目标不仅是进入Uber和Lyft的市场，而是一个实际上大得多的市场。马克·安德森（Mark Andreessen）在《Impact Theory》播客上对埃隆·马斯克（Elon Musk）的一些有趣评论，他在塑造今天我们所知的互联网方面发挥了关键作用，并曾在Meta、惠普和eBay等公司的董事会任职。

I'm not doing any of that. We're not doing any of that. Basically, we're going to like staff these companies almost entirely with engineers. I myself, Elon, am an engineer. I am going to understand every aspect of every technical system that we're working on. I am going to be able to be in all the meetings on everything from rocket design to database design at Twitter and everything else. I'm going to only talk to the engineers if I can have it possibly avoided. I'm never going to talk to anybody who's not an engineer. I'm going to talk to the person who's directly relevant to the projects. I'm not going through layers. I'm going all the way down to the company to just talk to the person who's in charge of this thing. Then basically what he does is he goes to each of his companies each week. He identifies whatever is the bottleneck at that company this week, and then he works with the engineers and he fixes it that week.

我不会参与这些事情。我们不会参与这些事情。基本上，我们打算几乎完全用工程师来运营这些公司。我自己，埃隆，是一名工程师。我会了解我们正在研究的每一个技术系统的各个方面。我会参加所有的会议，从火箭设计到 Twitter 的数据库设计以及其他一切。我会尽量只与工程师交谈，尽可能避免与非工程师沟通。我只会与项目直接相关的人交谈。我不会通过层层传递，而是直接到公司，与负责该项目的人交谈。基本上，他每周都会去他的每家公司，找出那周的瓶颈问题，然后与工程师一起合作，在那一周内解决问题。

His companies move so much faster than everybody else's. It's just like, it's like TARDIS and Rabbit. They just move so much faster. They're so much leaner. They don't have all these layers. They don't have all these systems and controls and processes and all this stuff. What they have is many of the best engineers in the world who just absolutely love working with the CEO who understands the substance of what the product is and then is willing to actually work with them hands-on. I mean, I've been at meetings with him at edX where he's in there with 24-year-old engineers and they're just like, they'll just walk through fire for him because he's like their idol and he's able to have a peer conversation with them and he cares about the work that they're doing. If they succeed at it, he is going to love them for it. If they fail at it, he's going to be very disappointed in them. It's just a completely different relationship than the CEO of one of these big tech companies has. It's just completely different. He gets on Zoom and he's on Zoom with the rocket engineers for the Falcon Rocket, the next generation rocket in Texas and it's whatever 12 o'clock midnight there time. It's just him on his iPhone on a Zoom call designing the next rocket.

他的公司运转速度远超过其他公司。就像TARDIS和兔子一样，他们实在是太快了。他们的结构非常精简，没有那么多层级、系统、控制和流程。他们拥有的是世界上最优秀的工程师，他们非常乐意与了解产品实质的CEO合作，这位CEO还愿意亲自参与工作。我曾在edX的会议上见过他和24岁的工程师们在一起，这些工程师愿意为他赴汤蹈火，因为他是他们的偶像，并且能和他们进行平等的对话，关心他们的工作。如果他们成功了，他会非常欣赏他们；如果他们失败了，他会感到非常失望。这种关系和那些大科技公司CEO的关系完全不同。他会上Zoom会议，与德克萨斯的猎鹰火箭和下一代火箭的工程师们一起，哪怕是午夜12点，他也会拿着iPhone参与Zoom通话，设计下一代火箭。

He's fully conversant in the, completely conversant in that. He and the engineers fix whatever the problem is that week with the rocket and he's like, all right, now we're going to fix the database here at Twitter. And so it's just like Ritz and repeat, Ritz and repeat, Ritz and repeat, do that every single week. Just one more anecdote from somebody that would know, talking about Elon actually working on solving real engineering problems. Yes, Elon's a great leader, delegator, motivator, but he's also still very involved in the engineering at all of his companies.

他完全精通这个领域，对那方面也很在行。他和工程师们每周都会解决火箭的问题，然后就像说：“好了，现在我们来修复推特这边的数据库。”就这样，周复一周地重复这个过程。这是一个了解内情的人讲的小故事，关于埃隆实际上亲自参与解决真实的工程问题。是的，埃隆是一位出色的领导者、委任者和激励者，但他仍然非常参与他所有公司的工程工作。

On X, Tesla posted this infographic saying the estimated life-cycle emissions for autonomy are significantly lower. You can see the robotaxi grams of carbon dioxide equivalent per mile are roughly one fifth, those of the ice fleet. They call out 82% of all miles driven is with two or fewer passengers, hence the design of the cybercab. Tesla doesn't really call this out, but typically the E in CO2E means equivalent, which indicates it's measuring for all greenhouse gases, not just carbon dioxide. Typically other gases like methane or nitrous oxide are converted to their CO2E equivalent based on their global warming potential.

在X平台上，特斯拉发布了一张信息图，表示自动驾驶的生命周期排放量显著更低。你可以看到，机器人出租车每英里的二氧化碳等效排放量大约是燃油车队的五分之一。特斯拉指出，82%的行驶里程是由两个或更少的乘客完成的，这就是他们设计“网络出租车”（cybercab）的原因。特斯拉并没有特别强调这一点，但通常在CO2E中的E指“等效”，意味着它测量的是所有温室气体，而不仅仅是二氧化碳。通常像甲烷或一氧化二氮这样的气体会根据其全球变暖潜力转换为二氧化碳的等效值。

Obviously, we know EVs have no tailpipe emissions, but Tesla is likely considering the life cycle emissions for this metric. That would include things like the electricity generation or the charging, the manufacturing of these vehicles, and then of course battery production as well. I know grams of carbon dioxide equivalent reductions aren't the sexiest topic ever, but people really need to know that this is a leading cause of many health issues. There are many studies on this, but one well-known one over the past decade, it linked ambient particulate matter specifically caused by vehicle exhaust emissions to 361,000 premature deaths worldwide in 2010 and 385,000 in 2015. Plus these emissions go beyond just causing deaths, but they also lead to many health problems as well.

显然，我们知道电动车（EVs）没有尾气排放，但特斯拉可能在考虑这个指标的生命周期排放。这包括发电或充电、电动车的制造，当然还有电池生产。我知道减少二氧化碳当量克可能不是最吸引人的话题，但人们确实需要知道这是一种导致许多健康问题的重要原因。有很多关于这个的研究，但在过去十年中有一项著名研究，它将因车辆尾气排放导致的环境颗粒物与2010年全球36.1万例和2015年38.5万例的过早死亡联系在一起。此外，这些排放不仅会导致死亡，还会造成许多健康问题。

So I know it's really easy to see this basic chart take a quick look and then move on with your life, but when you really consider what it means for our future, it's just a massive deal. Anytime you're in a heated conversation about electric vehicles, you can ask the person if they would like their future generations to breathe cleaner air. If so, they should support electric vehicles. This question gets brought up a lot when we'll Tesla no longer be compared to other car companies. On that point, Sawyer shared some net income numbers on X, then Chris posed the question I just talked about to which Sawyer said when most of the revenue doesn't come from car sales and Elon said yeah. This is a good metric to keep an eye on over time, you just take Tesla's auto revenue divided by total revenue to get the percent.

我知道看到这张简单的图表后，很容易只是快速浏览一下就继续你的生活，但如果你真正考虑它对我们未来的影响，这是一件非常重要的事情。在任何关于电动车的激烈讨论中，你可以问对方是否希望他们的后代呼吸更清洁的空气。如果他们希望如此，他们就应该支持电动车。这个问题经常被提出来，比如特斯拉什么时候不再被拿来与其他汽车公司比较。在这点上，索耶在X平台上分享了一些净收入数据，然后克里斯提出了我刚才提到的问题，索耶回答说，当大部分收入不再来自汽车销售时，埃隆回应道“是的”。这是一个值得长期关注的指标，你可以用特斯拉的汽车收入除以总收入来得到这个比例。

In quarter three of this year, it came in at 79.5%, which is indeed down from 84% back in quarter three of last year. Of course, we know Tesla's already a lot more than just a car company, but when it comes to valuing the company and the stock and the financials, we still have roughly 80% of Tesla's revenue coming from automotive. But that does include things like FSD, which I think should be more in an AI bucket in and of itself, so I wish Tesla would break out in AI line, but that would just be unnecessary complication. The Tesla China weekly number came in at 10,500, comparing that to the same weekend quarter three, that number was 13,500. Thus quarter over quarter, Tesla China is now down 18.85%, and comparing this week to the same weekend quarter four last year, that number was 10,800. And now year over year, Tesla China is up 24.09%.

今年第三季度，特斯拉的收入占比达到了79.5%，相比去年第三季度的84%有所下降。当然，我们知道特斯拉不仅仅是一家汽车公司，但在评估公司价值、股票和财务状况时，我们仍有大约80%的收入来自汽车业务。不过，这也包括像全自动驾驶（FSD）这样的项目，我认为这部分应归类为人工智能，因此我希望特斯拉能单独列出一条人工智能业务线，但这可能会让事情变得不必要的复杂。特斯拉中国的本周销售数据为10,500辆，而今年第三季度相同周末的数据为13,500辆，因此季度环比下降了18.85%。与去年第四季度的相同周末相比，该数字当时为10,800辆。现在同比来看，特斯拉中国增长了24.09%。

For Tesla to set a new record quarter, they would need over 16,389 units over the remaining nine weeks. The model breakdown was 800 Model 3s and 9,700 Model Ys. There's likely some export things at play here. We have the tariffs in Europe that may be changing things a bit as Model 3 sales did dip down to 800 in week three of quarter three. However, this entire quarter to start quarter four has seen lower Model 3 sales. Certainly something to keep an eye on in the weeks ahead, and this chart from Roland shows us that the Xiaomi SU 7 and X-Pangs mode at MO 3 have also been selling well over the past few weeks that are Model 3 competitors.

为了特斯拉创下一个新的季度记录，在剩下的九周内，他们需要超过16,389台的销量。具体车型的分布是800台Model 3和9,700台Model Y。这其中可能有一些出口相关的因素。我们注意到，欧洲的关税可能对情况有些影响，因为Model 3在第三季度的第三周销量下降至800台。然而，本季度一开始，整个第四季度的Model 3销量都较低。这些值得在接下来的几周里密切关注。Roland的这张图表显示，最近几周，小米SU 7和小鹏MO 3等Model 3的竞争车型的销量也很好。

Speaking of Xiaomi's relatively new SU 7, a prototype just did a 6-minute 46-second lap at the Nurburgring, setting the new four-door record. What's crazy is this time is about 20 seconds faster than the record that the Porsche Taycon held previously. Separately, Xiaomi is hosting an event, and that's where they plan to reveal more about the SU 7 Ultra's production version, which will be different than this prototype that set the record. Their CEO said the production model will retain the prototype's core structure, triple motor setup, and battery configuration. To give this record some more context, Tesla's record with the Model S plaid and the track package was 7 minutes in 25 seconds, which means the Xiaomi SU 7 time is almost 40 seconds faster. Now again, yes, the SU 7 was a stripped down prototype, but very impressive nonetheless.

小米最新的SU 7跑车在纽博格林赛道上完成了一圈，用时6分46秒，创造了新的四门车记录。令人惊讶的是，这个时间比保时捷Taycan之前的记录快了大约20秒。此外，小米正准备举办一场活动，届时他们会介绍更多关于SU 7 Ultra量产版的信息，该版本会与创纪录的原型车有所不同。小米的CEO表示，量产车型将保留原型车的核心结构、三电机配置和电池设计。为了更好地理解这一记录，特斯拉Model S Plaid加上赛道套件的记录是7分25秒，这意味着小米SU 7的时间快了几乎40秒。尽管SU 7只是一个经过简化的原型车，但这仍然十分令人印象深刻。

Niohin, one of the world's biggest renewable energy players, has taken less than 18 months to build and start operating its 877 megawatt hour Cauli Battery Stage 1. And yes, this project is in collaboration with Tesla using Tesla megapacks. This project is Niohin's first major project in Western Australia and its first four-hour long duration battery around the world. As was implied, there will be a Stage 2 for this project that will be 1363 megawatt hours. Stage 2 is currently under construction. Altogether, this Cauli project will be over 2.2 gigawatt hours. That article did not specify, but if you do a little digging on the Niohin website, you'll find that yes, indeed, Stage 2 will be using 348 Tesla megapack 2XLs. Further projects we've already talked about, like the Victorian Big Battery and the Hornsdale Power Reserve, have also used Tesla batteries, whether it's megapack or power pack back in the day. I think Niohin going back to the Tesla well for a majority of its projects is a very encouraging sign.

全球最大的可再生能源公司之一Niohin在不到18个月的时间内就建成并投入运营了其877兆瓦时的Cauli电池第一阶段。没错，这个项目是与特斯拉合作的，使用了特斯拉的MegaPack。这是Niohin在西澳大利亚的第一个重大项目，也是其在全球范围内第一个四小时长时电池项目。正如所指出的，这个项目将有第二阶段，容量为1363兆瓦时。第二阶段目前正在建设中。整个Cauli项目总容量将超过2.2吉瓦时。虽然那篇文章没有具体说明，但如果你在Niohin官网上稍作查询，你会发现第二阶段确实会使用348个特斯拉的MegaPack 2XL。我们已经讨论过的其他项目，如维多利亚大电池和Hornsdale备用电源，也都使用了特斯拉的电池，无论是现在的MegaPack还是过去的PowerPack。我认为，Niohin在大多数项目中再次选择使用特斯拉的电池是一个非常积极的信号。

Volvo put out a press release today saying that its electric vehicle owners will finally have access to the Supercharger network. Their customers get access in the US and Canada and this will be enabled by an adapter included with a purchase of a new Volvo EX90, EX40 or EC40, starting with Model Year 2025. Current Volvo owners will be forced to pay $230 for this adapter. Adaptors will begin shipping to retailers on November 18th this year, but availability of adapters for the EX30 will be announced later, along with that Pulstar vehicles also now have access to the Supercharger network. Future Pulstar vehicles will have the Nax as standard, but current owners can buy an adapter beginning today. It sounds like the adapter will cost the same as Volvo, but deliveries the timeline is mid-November. Pulstar did say its in-car Google Maps will be updated to show all available Nax stations. About two months ago, Pulstar did begin producing the Pulstar 3 in South Carolina.

沃尔沃今天发布了一则新闻稿，宣布其电动车车主终于可以使用超级充电网络了。美国和加拿大的车主可以通过随新购沃尔沃EX90、EX40或EC40（一开始是2025年款）附带的一个适配器来连接超级充电网络。现在的沃尔沃车主需要花费230美元购买这个适配器。适配器将于今年11月18日开始发货给零售商，但EX30的适配器供应将稍后公布。此外，Pulstar车型现在也可以使用超级充电网络。未来的Pulstar车型将标配Nax，而目前的车主可以从今天开始购买一个适配器。据说其价格与沃尔沃相同，但预计中旬开始交付。Pulstar表示，车载的谷歌地图将会更新，以显示所有可用的Nax站点。大约两个月前，Pulstar开始在南卡罗来纳州生产Pulstar 3。

I'm sure many of you are quite familiar with Tim Ferriss, the author of the 4-hour work week, but you may not have known that he's one of the most prominent advocates for taking AG1, the sponsor of this video. But just sticking to the data, AG1 is one of the most comprehensive solutions that I've found with over 75 vitamins, minerals, and whole food sourced superfoods, probiotics, and adaptogens in one serving. As we talked about last time, AG1 provides high levels of many. Vitamins and minerals often exceeding 100% of the daily value.

我相信你们中很多人都很熟悉提姆·费里斯，他是《每周工作4小时》这本书的作者，不过你们可能不知道，他是AG1这个视频赞助商的最著名倡导者之一。单从数据来看，AG1 是我发现的最全面的解决方案之一，每份含有超过75种维生素、矿物质和以天然食品为来源的超级食物、益生菌和适应原。正如我们上次谈到的，AG1 提供的许多维生素和矿物质的含量通常超出每日所需的100%。

One thing I rarely see people talking about is the bioavailability that comes with AG1. Many of the ingredients AG1 uses are chosen for their ease of absorption and potency. They focus on concentrated extracts to isolate the most powerful active ingredients. Plus, AG1 undergoes testing for over 950 impurities, banned substances, and allergens. It's also produced in a TGA-certified facility which is considered one of the most stringent standards around the world. It's also multifunctional, meaning one serving of AG1 is designed to replace multiple supplements like multivitamins, probiotics, antioxidants, and digestive enzymes.

我很少看到有人谈论AG1的生物利用度。AG1选择的许多成分都是因为它们容易被人体吸收且效果强大。他们专注于浓缩提取物，以便分离出最强效的活性成分。此外，AG1经过了超过950种杂质、禁用物质和过敏原的检测。它是在一个通过TGA认证的设施中生产的，TGA认证被认为是全球最严格的标准之一。AG1也是多功能的，意味着一份AG1可以替代多种补充剂，如多种维生素、益生菌、抗氧化剂和消化酶。

And let me tell you, I've had some other drinks that taste like straight-up chalk, and to me, AG1 has a sweetness to it, like pineapple and vanilla. AG1 is free from artificial colors, flavors, preservatives, and sweeteners, and it's gluten-free, dairy-free, and vegan. And a stat I really enjoyed, the company has gone through more than 50 iterations of the product over 10 years, showing a commitment to ongoing refinement. So yeah, in my opinion, there are plenty of reasons why it's become so popular.

让我告诉你，我之前喝过的一些饮料简直就像喝粉笔一样，而对我来说，AG1有一种像菠萝和香草的甜味。AG1不含人工色素、香料、防腐剂和甜味剂，同时也是无麸质、无乳制品且适合素食者。而我特别喜欢的一点是，这家公司在十年间对产品进行了超过50次改进，展现了其持续优化的决心。所以，在我看来，这就是为什么它如此受欢迎的许多原因之一。

So if you'd like to try it for yourself, you can get five travel packs and a one-year supply of Vitamin D3K2 at drinkag1.com slash electrified, linked below, or using the QR code on the screen. Just a fun fact, and maybe for anybody in the market for a used vehicle, but the average value of a used car in the US has gone down 7.5% year over year from the third quarter of last year. On that point, a majority of the executives from the auto finance industry are saying, of course, that further rate cuts would increase consumer auto demand, which should not be a surprise, but they said what we've seen is clients sitting on the sideline.

所以，如果你想亲自尝试一下，可以到drinkag1.com/electrified获取五个旅行装和一年的维生素D3K2供应，链接在下方，或者使用屏幕上的二维码。 顺便提一句，可能对想买二手车的人有帮助，美国二手车的平均价从去年第三季度起同比下降了7.5%。 关于这一点，多数汽车金融行业的高管表示，降息当然会提高消费者对汽车的需求，这并不令人意外，但他们提到，目前的情况是客户在观望。

And according to some polling, consumers said lower interest rates were the number one incentive they'd like to see. And that incentive was nearly twice as popular among shoppers as an incentive offering cashback or a rebate. T. Woodsy on X was understandably complaining about the FSD degraded chime for poor weather conditions. Responding to that, a shock said it will be fixed in the upcoming release next week, version 12.5.6.2. I'm definitely not taking a shock's comment to mean that they've totally solved for inclement weather. I'm pretty sure he just means that the excessive chime in dinging for poor weather will be fewer in frequency.

根据一些调查，消费者表示他们最希望看到的激励措施是更低的利率。这一激励在购物者中比提现金或折扣等激励措施受欢迎近一倍。在社交平台X上，用户T. Woodsy对自动驾驶系统在恶劣天气条件下发出降级提示音表示了不满。对此，一位名叫Shock的用户回复说这个问题将在下周即将发布的版本12.5.6.2中得到修复。不过，我并不认为Shock的评论意味着他们彻底解决了恶劣天气的问题。我想他只是表示在糟糕天气时发出过多提示音的频率会减少。

Some of you awaiting delivery of a Model Y may have to wait a little bit longer as Tesla has temporarily paused deliveries of the 2025 Model Y. This is just in the US as the EPA has to re-certify Tesla's figures. One delivery advisor says the hold is on all Model Y long range rear wheel drives built after October 1st. A similar thing did happen with the Model S and the Model Y earlier this year, so I don't think this one should take too long.

你们中一些正在等待Model Y交付的人可能需要再等一段时间，因为特斯拉暂时停止了2025款Model Y的交付。这只在美国生效，因为美国环保署需要重新认证特斯拉的数据。一位交付顾问表示，暂停的是所有10月1日之后生产的长续航后驱版本的Model Y。类似的情况在今年早些时候也发生在Model S和Model Y上，所以我认为这次不应该需要太久时间。

This is another one I think you can easily gloss over, but all of these Stellantis executives jumping ship and going to BYD should tell us a little something. BYD just hired the former UK chief of Stellantis, Maria Divino. This as BYD is building a team of European execs to lead its expansion in the region. This marks the third high-profile Stellantis exec who has jumped over to BYD in recent weeks. In response, Stellantis said it does not comment on the personal choices of its employees and has a deep pool of automotive talent worldwide.

这是一个很容易被忽略的消息，但所有这些Stellantis的高管跳槽到比亚迪应该能告诉我们一些事情。比亚迪刚刚聘请了Stellantis的前英国主管Maria Divino。比亚迪正在组建一个由欧洲高管组成的团队，以领导其在该地区的扩展。这是最近几周内第三位高调从Stellantis跳槽到比亚迪的高管。对此，Stellantis表示不对员工的个人选择发表评论，并称其在全球范围内拥有深厚的汽车人才储备。

As we've talked about in the past, Stellantis has been looking to cut costs anywhere it can thanks to market share declines in key European regions like France and Italy. As we know with Tesla, sometimes talent leaving a company is just that and nothing more. Other times though, there really is more to the story and this feels like one of those. XAI is in new talks about a potential funding round that could value the company around $40 billion. XAI hopes to raise several billion dollars in the new round. The cash raised would be added to the $40 billion valuation so that valuation is pre-money. But the funding discussions are in the early stages meaning the terms could change. Or the talks could fall apart altogether.

正如我们之前讨论过的，Stellantis 正在各个可能的地方削减成本，因为在法国和意大利等关键的欧洲地区，其市场份额有所下降。我们知道，在特斯拉身上，有时候员工的离开仅仅就是离职，没有其他原因。但有时，事情并不那么简单，而这次看起来就是复杂的情况之一。XAI 正在进行新的融资谈判，这轮融资可能会让公司的估值达到约400亿美元。XAI 希望在这一轮融资中筹集数十亿美元。募集的资金将增加到400亿美元的估值中，所以这是融资前的估值。但由于融资谈判还处于初期阶段，条件可能会有所改变，甚至谈判可能会完全中止。

Earlier this month, OpenAI raised $6.6 billion and is valued around $157 billion. Here's the timeline. July 2023, XAI is officially launched. March of this year, an SEC filing shows XAI raising $134 million but Elon said that wasn't true. May of this year, XAI secured $6 billion in funding which put them at a post-money valuation of $24 billion. So if this funding round goes through, that's roughly a $20 billion increase in XAI's valuation in about 5 months. Remember, this post-money valuation could be over $45 billion. But the reason I'm spending a little bit of time on this is because the question remains, will Tesla be involved in this funding round at all? Now yes, I'm fairly confident Tesla would need to have a shareholder vote before actually doing something like this. But you'll remember Alexandra, Tesla Boomer Mama organized a letter sending campaign to Tesla encouraging Tesla to actually invest in XAI, showing support from many shareholders. And obviously as a Tesla shareholder, the sooner something like that would happen, the better.

本月早些时候，OpenAI筹集了66亿美元，估值约为1570亿美元。以下是时间线：2023年7月，XAI正式发布。今年3月，一份证券交易委员会文件显示，XAI筹集了1.34亿美元，但Elon表示这并不属实。今年5月，XAI获得了60亿美元的资金，使其估值达到了240亿美元。如果这一轮融资成功，这意味着XAI的估值将在大约5个月内增长200亿美元。请记住，这之后的估值可能会超过450亿美元。我花点时间讲这个，是因为问题在于，特斯拉是否会参与这轮融资。显然，我很有信心特斯拉在做这样的事情之前需要进行股东投票。大家记得，Alexandra（Tesla Boomer Mama）组织了一场给特斯拉写信的活动，鼓励特斯拉投资XAI，得到了很多股东的支持。对我来说，作为一名特斯拉股东，这样的事情当然是越快发生越好。

The Powerwall 3 expansion unit saying they're now available in the US. You can add up to three expansion units on a single Powerwall to increase your capacity. These expansion units do not have an integrated inverter, making them a bit cheaper. At least for now, if you pull up the spec sheet, you'll see compatibility with other systems only compatible with Powerwall 3. I was able to find this order form on Reddit, you can see one Powerwall 3 expansion was listed for $5,900. And given that they don't have an inverter, they are of course a bit slimmer as well.

Powerwall 3 扩展单元现已在美国上市。您可以在单个 Powerwall 上最多添加三个扩展单元，以增加容量。这些扩展单元不带集成逆变器，因此价格稍微便宜一些。至少现在，如果您查看规格表，您会看到这些扩展单元仅与其他 Powerwall 3 系统兼容。我在 Reddit 上找到了一份订单表，您可以看到一个 Powerwall 3 扩展单元的价格为 5900 美元。由于它们没有逆变器，因此当然也更加纤薄一些。

We don't have any specs yet, but Cadillac is touting a new performance version of the lyric for 2026 calling it the lyric V. They plan to bring it to North America, Australia and New Zealand to start. They'll share more information early next year. Electric put out an article saying Tesla is doubling the size of Gigatexis from those filings we talked about yesterday from Sawyer, but this is totally false and a misunderstanding of those filings. If you don't want to take my word for it, Joe Tett-Mayer put together a detailed 7 minute video on the topic I'll have it linked below. Lucid announced pricing for its upcoming Gravity SUV that starts production later this year.

我们目前还没有具体规格，但凯迪拉克正在宣传一款名为Lyric V的新性能版本，预计在2026年推出。计划首先在北美、澳大利亚和新西兰上市。更多的信息会在明年年初公布。《Electric》发布了一篇文章，称特斯拉正根据我们昨天谈到的Sawyer文件将Gigatexis的规模扩大一倍，但这是完全错误的，对文件的误解。如果你不相信我的话，Joe Tett-Mayer做了一个详细的7分钟视频，我会在下面链接这个视频。Lucid宣布了其即将推出的Gravity SUV的定价，该车型将在今年晚些时候开始生产。

The first version will be a higher priced model, starting at $96,400 for the Gravity Grand Touring. It should have 800 horsepower and a claimed range of 440 miles. Then just the Touring model which will arrive later is estimated to start around $81,400. They have not given a range figure and that one won't enter production until late 2025. Orders for both vehicles however will open on November 7th. And current air customers will get priority delivery. Rawlinson said the Gravity will ramp gradually through 2025.

第一款车型将是价格较高的豪华版，起售价为96,400美元，是Gravity Grand Touring。预计该车型将具备800马力，并声称续航里程可达440英里。稍后推出的Touring版起售价估计在81,400美元左右。目前尚未提供续航里程数据，这款车型预计在2025年年底前投入生产。然而，两款车的预订都将从11月7日开始。现有的Air客户将享有优先交付权。Rawlinson表示，Gravity车型的生产将逐步增加，直到2025年。

We have to get the quality right and really it's going to run into 2026 before we start really getting to high volume. He said I would think there's a huge potential market. We think the total addressable market for Gravity is about 6 times that of Lucid Air. LG Energy just said they reached an agreement with Ford to move production of the Mach-E's battery from Poland to Michigan starting next year. Which means the Mach-E may be able to re-qualify for the tax credit that it lost last year. Ford also announced a new software update for the F-150 Lightning and the Mach-E that enables EV routing for Google Maps through Android Auto. It will display Tesla's Supercharger locations and it will be able to precondition the battery for fast charging which previously was only available directly through Ford's navigation. Some Canadians are getting their delivery date for the Cybertruck the earliest one I've seen is November 5th.

我们必须确保质量达标，而且真正要做到大批量生产可能要到2026年。他说，他认为市场潜力巨大。我们认为，Gravity的总可服务市场大约是Lucid Air的六倍。LG能源刚刚表示，他们已与福特达成协议，将从明年开始把Mach-E电池的生产从波兰转移到密歇根。这意味着Mach-E可能重新获得去年失去的税收抵免资格。福特还宣布为F-150 Lightning和Mach-E推出一个新的软件更新，该更新使得通过Android Auto的谷歌地图进行电动车路线规划成为可能。这个更新会显示特斯拉超级充电站的位置，并且可以为快速充电预先调节电池温度，这之前只有通过福特的导航才能实现。一些加拿大客户已经收到他们的Cybertruck的交货日期，最早的一辆是11月5日。

Tesla stock closed the day at $259.52 down 1.14% while the Nasdaq was up 0.78%. It was an average volume day trading about 2 million shares below the average volume the past 30 days. I'll send you guys off with a video that Tesla just posted of the CyberCab in case you missed it. Don't forget check out AG1 links below if you want to grab those freebies. Hope you guys have a wonderful day. Please like the video if you did. You can find me on X linked below and a huge thank you to all of my Patreon supporters.

特斯拉股票当天以259.52美元收盘，下跌1.14%，而纳斯达克指数上涨了0.78%。当天的交易量较为平常，比过去30天的平均交易量少了约200万股。我会给大家发送特斯拉刚发布的CyberCab视频，以防你们错过。如果你想领取免费福利，别忘了查看下面的AG1链接。希望你们今天过得愉快。如果你喜欢这个视频，请点赞。你可以在下面的链接中找到我的X账号，也非常感谢我所有的Patreon支持者。