Major Tesla Semi Test Announced / Tesla and BYD Collaborate / Wozniak on Tesla ⚡️

Welcome to Electrified. It's your host, Dylan Luminous. You've probably seen the headlines by now of Steve Wozniak calling Tesla a good example of AI trying to kill you, referring to Tesla's FSD beta. Do you talk to Elon Musk ever? I've never actually met him and spoke with him.

欢迎来到电气化节目，我是主持人迪伦·卢明纳斯。您可能已经看到了史蒂夫·沃兹尼亚克对特斯拉的AI试图杀死你的评论，这指的是特斯拉的FSD beta。您曾与埃隆·马斯克交谈过吗？事实上我从未见过他，也从未与他交谈过。

I admire some things that he's done for the world changing his towards electric cars, but you know, his real motivations inside this he really appears to be trying to clean the air and all that gets shadowed by a lot of other things. And he basically got a lot of money from myself. You for a car, I believe, things he said, that a car would drive itself across the country by the end of 2016. Oh, I had to upgrade to that model, you know, $50,000. And then it wouldn't do anything.

我很欣赏他为世界做出的一些改变——推动电动汽车的发展。但你也知道，在他背后的真正动机中，他似乎真的试图清洁空气和环境，并不是所有人都了解这一点。但是，他在这之外做了很多其他的事情，这使得他本来积极的行为受到了影响。他从我们这里获得了很多钱——我为了一辆汽车你也这样——他曾经说过这辆汽车能够在2016年年底自动驾驶穿越整个国家。于是我花费了5万美元升级到了这个型号，结果却无法实现任何宣传中的功能。

I could tell it wouldn't ever make it across the country. And he said, here we have a new one with eight cameras. It'll make it across the country by the end of 2017. I actually believe those things and it's not even close to reality. And boy, if you want to study of AI gone wrong and taking a lot of claims and trying to kill you every chance it can, get a Tesla. Wow. It pretty simply sounds like a disillusioned customer who is sneaking in some hyperbole.

我可以判断它永远无法横跨美国。而他说，这是一个有八个摄像头的新车型。它将在2017年底前横跨美国。实际上我相信了这些话，但实际情况远非如此。如果你想研究AI失控和充满大量不切实际承诺，同时试图在每一个机会中杀掉你，你可以去购买特斯拉。哇，它听起来就像一个幻灭的顾客在夸张其词。

Here it is, the upcoming big test for the Tesla semi at the run on less electric truck performance event. Run on less is something that we do every two years. It brings the best of the best in different aspects of trucking. Run on less has been an outstanding learning experience for the entire industry, not only drivers, but fleet managers as well. I think this went a great way to helping other people to see what's possible.

这里即将进行的是特斯拉半挂车在“Run on Less”电动卡车性能活动中的重大测试。“Run on Less”是我们每两年举行一次的活动，集各方面最优秀的卡车技术。整个“Run on Less”活动对整个行业都是一个杰出的学习体验，不仅是司机，也包括车队管理人员。我认为这对帮助其他人看到可能性是有很大帮助的。

There's leaders, followers and those who wonder what happened. And then in 2021, bam, we did electric trucks and run on less electric. And how exciting that was to see 13 different electric truck brands at different fleets all across the US and Canada. As soon as I got in the electric truck, I realized this is the way the future. This is really the way it's going to go.

有领袖、跟随者和那些想知道发生了什么的人。然后在2021年，我们推出了电动卡车，并且使用更少的电力运行。看到美国和加拿大各地的不同车队使用13个不同的电动卡车品牌是多么的令人兴奋啊。当我一进入电动卡车时，我意识到这就是未来的发展方向。这确实是它将要走的道路。

When Pepsi confirmed on Wednesday, it would enter at least one of the Tesla semis into the run on less event. The tech director at Pepsi said we're really excited to participate in the run and allow the industry to have access to the insights and the learnings that we're getting from experiencing these vehicles. We're going to run them hard. The Tesla semi will operate with a maximum payload and travel up to 500 miles roundtrip during the event. And she said we really want to demonstrate the capability of our team, the capability of the Tesla semi and the capability of the class 80 electric vehicle to compete with the ice counterparts.

百事公司证实将在本周三参加少量事件，并至少将一辆特斯拉半挂车参赛。百事公司的技术总监表示，我们非常兴奋地参与比赛，并让整个行业了解我们从这些车辆的使用中所得到的见解和经验。我们将全力以赴，让特斯拉半挂车以最大载荷和行驶500英里的往返里程参赛。同时，我们希望证明我们的团队、特斯拉半挂车和80级电动车的能力，以与内燃机竞争对手相抗衡。

Third party data tracking companies will be posting independent performance data on the events website. An industry director said getting Tesla into this is a big deal. Trucking companies, fleet managers will be looking at data for all the trucks in the event. Tesla will attract particular attention because it's a new entrant into the trucking sphere and has already disrupted the auto industry. This event runs for three weeks starting September 11th and then the public can check the data and slice different aspects cumulatively or by specific routes, dates and weather conditions. Any data on a class 8 EV that can be shared is a big deal because there are lots of questions about their performance. And a senior manager for mobility said there will be a lot of buzz about Tesla specifically. Other listed entrants so far, Nikola, Freightliner and Volvo. We know Tesla has been very tight lift when it comes to the Tesla semi so I really do think this will be a huge deal.

第三方数据追踪公司将在活动网站上发布独立的表现数据。一名行业负责人表示，让特斯拉参加这个活动是一件大事。卡车公司和车队管理人员将查看活动中所有卡车的数据。特斯拉将特别受到关注，因为它是卡车行业的新进入者，并已经打破了汽车行业的规则。该活动从9月11日开始，为期三个星期，然后公众可以对数据进行累计或根据具体路线、日期和天气条件进行分析。任何关于8级电动汽车的数据都是重要的，因为有许多关于它们的表现的问题。一位移动高级经理称，特斯拉会引起很多关注。目前其他已列出的参赛者包括Nikola、Freightliner和沃尔沃。我们知道，特斯拉在特斯拉半挂车方面一直非常秘密，我真的认为这将是一件大事。

Honestly, seems like a very cool event. Their website will be linked below. Just a quick PSA I used to be in the fitness industry for about three years and ended up doing a ton of research while I was there. This is how I first found ritual and specifically their symbiotic plus which is a three in one pre pro and postbiotic. Transparency is core to ritual and their products are made traceable showing you every labeled ingredient, supplier and key study that go into their vegan friendly products.

说实话，这个活动看起来非常酷。他们的网站将在下面链接。在健身行业工作了大约三年后，我做了大量的研究。这就是我第一次发现仪式和他们的共生加，这是一种三合一的前生物和后生物。透明度是仪式的核心，他们的产品是可追溯的，显示每个标签配料、供应商和关键研究，以制造符合素食主义者标准的产品。

And hear me on this, I don't take recommending supplements lightly but I also know that plenty of people are getting scammed looking for good options so I just want to cut down on that a bit. The 5 best selling gut health supplements don't actually have a postbiotic which is what helps support the gut barrier function and helps prevent things like leaky gut. Yes, ritual is the sponsor of this video but the specialist I'm working with right now has me on this as part of my protocol.

请认真听我说，我不轻易推荐补品，但同时我也知道许多人在寻找好的选择时被骗，所以我只是想帮助减少一点这种情况。销售量前五的肠道健康补品实际上没有后生物质，后生物质可以支持肠道屏障功能，并有助于预防漏肠等问题。是的，Ritual是这个视频的赞助商，但我现在正在与专家合作，在我的处理方案中使用它。

Ritual offers free shipping for subscribers, you can pause or cancel it anytime and they have a money back guarantee. If you'd like to check it out head to ritual.com slash electrified 20 linked below and use my code electrified 20 at checkout to get 20% off your first month. Thanks for supporting the channel in this way.

Ritual为订阅用户提供免费送货服务，并可随时暂停或取消，还提供退款保证。如果您想了解更多信息，请前往以下链接ritual.com/electrified20，并在结账时使用我的代码electrified20，即可获得首月20%的优惠。感谢您以这种方式支持本频道。

Tesla dropped this video showcasing the model S track package coming soon showing speeds of up to 322 kilometers per hour which yes is basically the model S plaid hitting its top speed of 200 miles per hour. And here's why that video went out when it did plenty of people have been waiting for Tesla's carbon ceramic brake kit to be available it was and it wasn't well it looks like Tesla has revamped and created an entire new package for 15 to 20 thousand dollars.

特斯拉发布了一个展示即将推出的Model S赛道套装的视频，显示最高时速可达322公里，这基本上就是Model S Plaid达到的200英里每小时的最高时速。这个视频之所以在那个时候发布，是因为很多人一直在等待特斯拉的碳陶瓷刹车套件出现。这个套件有货无货都不清楚，但现在特斯拉似乎重新改进并创建了一个新的套餐，价格在15至20万美元之间。

I'm not going to dive into the detail because I don't think this applies to a majority of the viewers here but this package will be available June 2023 and if you want some more info on what exactly is included I will of course have this posted below or go ahead and pause and read Tesla has also been giving some youtubers the ability to test out this track package and there are two YouTube videos reviewing itself I'll include both of these below.

我不会深入细节，因为我认为这不适用于大多数观众，但是这个套餐将在2023年6月发布，如果您想了解更多有关其中包括的内容的信息，我当然会在下面发布或者您可以暂停并阅读。特斯拉还让一些YouTuber测试了这个赛道套餐，并有两个YouTube视频进行了评测，我将在下面包含这两个视频。

Responding to meet Kevin talking about Ford and their EV business Elon said always tough with margins for new vehicle lines especially when there are major technology shifts. I think Ford's overall strategy with EVs is smart the electric F-150 lightning has high demand. Despite farly low key kind of coming at Tesla over the past two weeks Elon just nothing but praise for Ford at least publicly.

在谈到福特和他们的电动汽车业务时，凯文提出观点后，埃隆回应道：“对于新的车型线路，尤其是在出现重大技术转变时，利润率总是很难保持稳定。”我认为福特的电动汽车整体策略非常明智，电动版F-150闪电版受到了很高的需求。尽管在过去的两周里，埃隆对特斯拉的低调表现有点批评，但至少在公开场合，他对福特毫无保留地给予了赞扬。

I think this is a great time to remind everybody what was said on the Q1 earnings call Tesla said we want all EVs to succeed we're not trying to destroy everybody. Elon said definitely not we're trying to be helpful here we're not out to destroy competitors or anything like that we're trying to help competitors frankly in any way we can it's all about the mission. Here's a solid chart with an update on industry wide operating profit margins so this is what people are now talking about when it comes to Tesla's valuation if you go to the end of quarter one you can see that Tesla at 11.4 has actually fallen below Mercedes at 13.4. Now of course these companies are not apples to apples comparisons Tesla is working on plenty of other projects where they're investing rapidly and that's of course going to hurt overall operating margins in the short term.

我认为现在是一个很好的时间，提醒每个人在Q1收益电话中特斯拉说过的话，我们希望所有的电动汽车都能成功，我们并不想摧毁任何人。埃隆说了，绝对不是，我们想帮忙，我们不是想摧毁竞争对手或类似的东西，我们试图在任何可能的方式上帮助竞争对手，这一切都是关于任务的。这是一个牢固的图表，有对行业范围内运营利润率的更新，所以当人们谈论特斯拉的估值时，这是他们现在谈论的内容。如果你看一下第一季度的结尾，你会发现特斯拉的11.4实际上已经落后于梅赛德斯的13.4。当然，这些公司并不是苹果和苹果的比较，特斯拉正在进行大量其他项目的投资，这当然会在短期内对整体运营利润率造成伤害。

Just wanted to provide a quick update because there will be plenty of conversation about this metric and how Tesla's compares to the industry for the next six to 12 months. Let's take a quick stroll down memory lane go back summer of last year when BYD said it was going to supply Tesla with battery cells. At the time and executive at BYD said Tesla is a very successful company no matter what BYD respects Tesla and we admire them we're good friends with Elon and we will soon supply him with batteries we're friends this was after Tesla was testing BYD's new blade batteries.

我想提供一个快速更新，因为未来的六到十二个月将会有大量关于这个指标和特斯拉在行业中的比较的讨论。让我们回顾一下去年夏天的时候，比亚迪曾经说过他们将为特斯拉提供电池。当时，比亚迪的一位高管说过：“无论如何，特斯拉都是一家非常成功的公司，我们尊重特斯拉并且欣赏他们，我们与埃隆是好朋友，我们很快就会为他提供电池。”这是在特斯拉测试比亚迪的新“刀片电池”之后说的。

Then August last year scene of finance reports the blade batteries supplied by BYD have actually been delivered to Tesla at gigaburlin around the same time Tesla mag says Tesla already has EU approval for a new model Y with a structural battery from BYD. At the time the word was the capacity of the BYD battery would be 55 kilowatt hours with a range of 440 kilometers or about 273 miles. It was around this time when BYD was in the news talking about their own structural pack what they were calling cell to body integration and here we are today Tesla mag saying Tesla has started production of this new model Y with those BYD batteries at gigaburlin.

去年八月，金融报告显示比亚迪供应的刀片电池已经在吉格布林交付给了特斯拉，而特斯拉杂志则表示特斯拉已经获得了欧盟新的Model Y型号的批准，采用了来自比亚迪的结构电池。当时消息称比亚迪电池的容量为55千瓦时，续航里程为440公里或273英里左右。正是在这个时候，比亚迪在新闻上谈论他们自己的结构组装，也就是所谓的“电芯和车身的一体化”，而今天我们看到特斯拉杂志说特斯拉已经开始在吉格布林生产这款搭载比亚迪电池的新Model Y。

This article refers to the new model Y as small that's just a translation error they're just referring to a base version of the model Y. Either way this data is coming from reliable sources it sounds like this new model Y is going to use both front and rear gigacast it's going to have a structural pack and of course use BYD batteries. Looking at the German configurator you can see the model Y rear wheel drive listed at 455 kilometers or 283 miles they're saying this is WLTP range which ordinarily is about 20% higher than the EPA so that would mean this from an EPA standpoint is only about 223 miles but that of course does not sound right so I don't know if something changed with the WLTP calculations and estimates over there if anybody's in the know let me know but it sounds like this listed range is going to be close to the EPA equivalent right around 282 miles for the base model Y.

本篇文章涉及新款Model Y为小型车型，这是一个翻译错误，实际上他们只是提到了Model Y的基础版本。不论如何，这些数据来自可靠来源，看起来这款新型号Y将会使用前后齐发动机，并将具备结构包和当然使用BYD电池。通过德国配置器，我们可以看到Model Y后驱车型的续航里程为455公里或283英里，他们说这是WLTP续航里程标准，通常比EPA标准高约20％，这意味着从EPA的角度来看，这仅约为223英里，但这当然不正确。所以我不知道WLTP计算和估计是否有所更改，如果有任何人知道请让我知道，但看起来这个列表的续航里程将接近相当于基础版Model Y的EPA等效标准，约为282英里。

So again I don't know if these reports are true I don't know if ordering this vehicle means you're going to get one of these BYD battery structural pack cars will definitely be watching and hopefully we get more concrete information in the weeks ahead.

再次强调，我不知道这些报道是否属实，也不知道订购这种车辆是否意味着你将得到这种比亚迪电池结构包车辆。我们会继续关注，希望在未来几周中能获得更具体的信息。

Here's a good one for you so the White House is now saying Toyota is fully committed to electrifying its auto fleet. A White House senior advisor is saying I think they're going to stick with plug-in hybrids for a while maybe longer than some of the other companies but they're fully now committed under their new leadership to electrification but it sounds like the term electrification still includes plug-in hybrids and not full battery electric. Another White House advisor that recently sat down with Elon said Tesla is a key player they were the first ones out there they were very open and workable and they've been a great partner. Gotta pass along the White House Tesla praise whenever we get it.

白宫的一位高级顾问表示，丰田公司现在表示完全致力于电动汽车领域，他们可能会比其他公司更长时间使用插电混合动力车型，但已经根据新的领导承诺投身电动化之中；但听起来电动化的术语仍然包括插电混合动力车型，而不是纯电池电动车。另一位与埃隆近期会面的白宫顾问表示，特斯拉是关键参与者，他们是第一个投身该领域的公司，非常开放，易于合作，是一个很好的合作伙伴。每当我们得到白宫对特斯拉的赞扬时，都需要传递出去。

We have Remax Energy subsidiary saying they'll be entering the battery energy storage market. Remax is in discussions with customers and some pilot operations they're looking for first installations in 2024 mass production 2025 looking to scale 210 gigawatt hours of annual production about a fourth of Tesla's laythrift facility.

我们得到Remax Energy子公司的消息，称他们将进入电池能量储存市场。Remax正在与客户进行讨论，并有一些试点运营，他们正在寻找2024年的首批安装，2025年进行大规模生产，计划扩大为每年210千兆瓦时的生产能力，约为特斯拉的Laythrift工厂的四分之一。

Just a quick update from why Tricity one of the wireless EV charging companies they just said we hope to have vehicles with factory installed wireless charging in the United States and Europe in the next two or three years and yes this technology is already being deployed in China.

Tricity这家无线电动汽车充电公司的最新消息是，他们希望在未来两三年内在美国和欧洲推出工厂安装的无线充电汽车，并且这项技术已经在中国得到了应用。

Here we have another Tesla stock note from Morgan Stanley surprise surprise but I share because it sounds like they're starting to get it we don't think government incentives like the credits IRA will materially change who leads or lags the EV market. It comes down to who is the lowest cost producer and who can fund itself at scale? Who does this sound like? Who can sell their EV to consumers who ascribe a utility value greater than the price paid while producing that EV at a cost lower than the price charged. As far as I can see right now the list of companies that Morgan Stanley was just describing basically Tesla and BYD that's about it.

这是摩根士丹利发布的又一份特斯拉股票认购说明，这并不让人感到惊讶，但我分享出来是因为他们似乎开始意识到了以下问题：我们不认为政府激励措施，如豁免税和长期储蓄计划，会对谁领先或落后于电动汽车市场上产生实质性的影响。问题在于，谁是成本最低的生产商，谁能在规模上获得资金支持？谁可以卖出他们的电动汽车，让消费者认为其实用价值大于价格，同时以比市场价格更低的成本生产这些汽车。就目前而言，这份报告中所描述的公司基本上只有特斯拉和比亚迪。

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