Why Tesla Is Constrained in China / GM Drops Impressive Silverado Numbers / Waymo's Situation ⚡️

Welcome to Electrified, it's your host Dila Lumisso on Twitter. Martin Vieka said for the shareholder meeting next year for Tesla, about one month in advance if you want to go, you have to enter the lottery for a chance to get an invite, or if you have a good following, you can try to get in as somebody's plus one, right now those are the only two options. Martin did add however that they're looking into having it in a larger capacity area. However, the challenge with that is people would not be able to see the factory that way, which he thinks is one of the highlights. So for next year, when we get the official announcement date, just remember about one month earlier to mark that day on your calendar if you're interested.

欢迎来到 Electrified，我是你在 Twitter 上的主持人 Dila Lumisso。马丁·维卡表示，针对特斯拉明年的股东大会，如果你想参加，要提前一个月进入摇号抽签，以获得邀请函，或者如果你拥有很多追随者，可以尝试以某人的加一的身份进入，现在这是唯一的两个选项。然而，马丁补充说，他们正在考虑在更大的场地举行会议。但是，这也带来了一个挑战，那就是人们将无法以这种方式看到工厂，而他认为这是其中一个亮点。因此，明年如果我们获得官方的通知日期，请记得提前一个月标记在你的日历上，如果你有兴趣的话。

When it comes to the third party audit that Elon spontaneously agreed to at the shareholder meeting, Elon said, I will review the audit personally. If you drive a Tesla, you should be able to believe in it to your core. As a Tesla fan and investor, this is a narrative that I don't ever want us to forget.

关于埃隆在股东会议上自动同意的第三方审计，埃隆说，我将亲自审核审计报告。如果你驾驶一辆特斯拉，你应该能够从内心深处相信它。作为一名特斯拉粉丝和投资者，这是我希望我们永远不要忘记的故事。

So back in 2008, Elon said he had one of the hardest decisions he ever had to make. Basically, Tesla and SpaceX with everything going on in the economy were on the brink of failure. Elon only had about 30 to 40 million dollars left. He could either put that money into one and definitely save it and let the other one die, but because they're both like children, he decided to split the funds in, try to save them both, taking the risk that they both might die. And then of all companies to step in and save the day, it was Dymler investing $50 million in Tesla, acquiring a 10% stake at the time, which today would be worth about $55 billion, but Dymler sold all of its Tesla shares before 2014 for less than $1 billion. Still a great return, but not nearly as good as it could have been. So honestly, the question can be asked, would Tesla exist today had Dymler not stepped in at the 12th hour and provided this funding because then the very next year, Tesla went to IPO, it had the backing of Dymler who was way more valuable than Tesla at the time and here we are some decade plus later. And how ironic would it be if Dymler, which was rebranded to Mercedes-Benz, ended up out of business because of that company it invested in back in 2009 to ultimately save it from bankruptcy itself. What's that quote Elon always says? Fate loves irony.

回到2008年，埃隆说他曾做出最困难的决定之一。基本上，由于经济形势的各种影响，特斯拉和SpaceX都濒临破产。埃隆手头只有大约三四千万美元。他可以把这些资金都投入到其中一个企业来救它，而另一个企业可能就会倒闭。但由于这两个企业就像是他的孩子，所以他决定把资金分成两个部分，尝试着拯救它们两个，承担着他们可能同时死亡的风险。接着，在所有公司中挺身而出拯救特斯拉的，竟然是戴姆勒，他们出资为特斯拉投资了5000万美元，当时收购了10%的股份，这在今天相当于550亿美元，但在2014年之前，戴姆勒却以不到10亿美元的价格抛售了它所有的特斯拉股份。尽管这仍然是一个很大的回报，但并不比它原来的价值好太多。所以说，一个问题实际上就在这里：如果戴姆勒没有在最后一刻提供这笔资金的话，今天特斯拉还会存在吗？因为接下来的一年，特斯拉进行了首次公开募股，那是在戴姆勒之前的。在过去的十多年里，因为戴姆勒的支持，特斯拉的价值甚至超过了戴姆勒。让人感到有趣的是，如果出资救特斯拉的戴姆勒最终因此而破产，然后更名为梅赛德斯-奔驰，那将是多么具有讽刺意味。埃隆经常说的那句话是什么？命运爱捉弄人。

Deutsche Bank analysts put out a Tesla stock note saying they were encouraged after their recent tour of Giga Texas and some meetings with Martin Vieca. The analysts were impressed with the plant saying it was well designed and runs very efficiently. We came away encouraged that Tesla could deliver cost improvements and efficiencies in the quarter ahead, which may help offset some of the pressures. But they're still worried about price cuts ahead into a weaker environment. And on the advertising front, Elon may have played it off like he decided that on the spot, but these analysts are saying after that meeting this has actually been contemplated upon internally by the team for several months already, not really a surprise. And from the conversation, Tesla believes its main advertising challenge is with auto consumers awareness around battery life, charging capabilities and durability, things to watch for in the upcoming ads.

德意志银行分析师发布了一份特斯拉股票报告，称他们最近参观了Giga Texas工厂，并与Martin Vieca进行了一些会议后，感到鼓舞。分析师对工厂印象深刻，认为其设计良好、运行效率高。我们对特斯拉未来的成本改善和效率提高充满信心，这可能有助于抵消一些压力。但他们仍担心价格会在疲弱环境中下调。在广告方面，埃隆（Elon）可能把它说得很随意，但这些分析师说，在那次会议后，团队内部已经考虑了几个月了，这并不是什么惊喜。从会话中可以得知，特斯拉相信其主要广告挑战在于汽车消费者对电池寿命、充电能力和耐久性的意识，这是即将推出的广告所需要关注的事情。

If we do ultimately get them, Jay and Shanghai told us that Tesla invited him and other China based content creators to go to Giga Shanghai for an exclusive tour taking them behind the scenes. Of course, no photos or video were allowed in the factory, but he said it was an absolutely mind blowing experience. And he shared this little thank you note apparently from the Tesla China team after the tour. Of course, looping in and including content creators into what you're doing to make them feel valued is only going to help Tesla in the long run as these content creators will be looking at Tesla in a more favorable light and ultimately continue to receive more free advertising.

如果我们最终得到它们，杰伊和上海告诉我们，特斯拉邀请他和其他基于中国的内容创作者参观吉利达上海，进行一个独家的参观，让他们进入幕后。当然，在工厂中不允许拍照或录像，但他说这是一个绝对令人惊叹的经历。他还分享了这张感谢信，显然是特斯拉中国团队在参观后写给他的。当然，将内容创作者纳入你正在做的事情，并让他们感到受到重视，只会在长期来看帮助特斯拉，因为这些创作者将会更加赞赏特斯拉，并继续获取更多的免费广告。

If you watched my new look Tesla video earlier this week, you will have seen when Elon said there were some constraints in China where it was actually limiting Tesla's ability to expand production in the region. And at the time, I said I would love some more clarity on what that constraint is.

如果你看过我这周早些时候发布的关于特斯拉的新外观视频，你应该听到了埃隆说在中国有一些限制，这限制实际上限制了特斯拉在该地区扩大生产的能力。当时，我说我希望能更清楚地了解这种限制是什么。

Well, shout out to my guy Peter. He got a response from Wu Hua on YouTube and here's what he said. Yes, according to sources, unconfirmed, Tesla and the Chinese government have not been able to reach an agreement on the land lease. The problem is the way the land lease is done. One requires a loan from the other and the other does not require a loan to pay for itself.

嗨，向我的朋友彼得发出问候。他在YouTube上得到了吴华的回复，以下是他的回复。是的，根据消息来源（不确切），特斯拉和中国政府未能达成土地租赁协议。问题在于土地租赁方式。其中一种需要另一方提供贷款，而另一种则不需要贷款自给自足。

Slightly confusing wording. Either way, due to this, the expansion project has been delayed, which is why the production line at Tesla's Shanghai plant keeps being upgraded. We hope that both parties can solve this problem as soon as possible. So potentially we have a negotiating or a posturing back and forth between Tesla and the Chinese government over the actual land lease required for the expansion in Shanghai or the surrounding area. Certainly seems like something that will be solvable in the future, but now we have something to watch for.

由于措辞有些困惑，Tesla在上海的工厂扩建项目受阻，因此生产线不断升级。我们希望双方尽快解决这个问题。最近，特斯拉与中国政府之间可能就在上海或周边地区的土地租赁方面进行谈判或博弈。虽然这似乎是未来可以解决的问题，但现在我们必须密切关注。

Chuck Cook uploaded the video with the regression in FSD beta 11.4.1 when it comes to narrow roads and that behavior. So I wanted to share a few quick clips of that behavior.

Chuck Cook上传了一个视频，展示了FSD beta 11.4.1在狭窄道路上出现的回归问题。因此，我想分享一些关于这种行为的快速片段。

I am in the middle of the road with this oncoming truck. Do you see that? And now it's going over to the right and it comes. Please stop. And then wow. And now it's going back in the middle of the road with this other oncoming car. And I have to disengage to get over the right. Oh, look at that. Wow. All the way to a stop. This is right about where that bus was on the other direction. Okay. Wow. Okay. And it stopped twice there. All the way to zero. This is going to be a short video because I don't need to really show you anything else.

我正在路中央，有一辆逼近的卡车。你看到了吗？现在它往右边开，然后它到了。请停车。然后哇。现在它又回到了路中央，有另一辆逼近的车。我必须要脱离来到右边。哇，看那个。哇，全部停下来了。这大约就是另一个方向的巴士停的地方。好的。哇。它在那里停了两次，完全静止了。这将是一个简短的视频，因为我不需要再显示别的了。

So remember this is a dot one release. Some regressions are to be expected here. But the good news is Elon liked the tweet where Chuck was highlighting this problem. And presumably the FSD team is aware of it and will be working to fix it.

请记住，这是一个点一版本，可能会出现一些回归问题。但好消息是，埃隆赞了Chuck强调这个问题的推特。而且可以预期全自动驾驶开发团队已经意识到这个问题并将努力解决它。

Reuters loves the slow drip of Tesla India information. India's deputy minister of technology said they Tesla are very seriously looking at India as a production and innovation base. We've signaled to them the government of India is working together and will certainly make whatever ambitions they have or investment objective they have in India a success. When asked if these talks with Tesla included more than just autos, he said you don't talk about cars alone. You talk about cars, you talk about energy, you talk about manufacturing technology. So all of that figures into the conversation.

路透社对特斯拉进入印度的信息流喜欢报道。印度技术副部长表示，特斯拉非常认真地将印度作为生产和创新基地。我们向他们表示，印度政府正在携手合作，并一定会使他们在印度的任何雄心壮志或投资目标成为成功。当被问及与特斯拉的谈判是否包括汽车以外的其他方面时，他表示，你不只谈论汽车。你要谈论汽车、能源、制造技术。所以所有这些都在谈判中考虑。

What they will want to do in India. It's too far for me to tell and it's not for me to say there you have it.

他们将会在印度想做什么，这对于我来说太远了，也不是我应该说的，那就这样吧。

For over a year now GM has been saying that 2023 is going to be the year where their EV production really starts to take off and that's heavily reliant on the ultium battery production. Well the time for GM to actually walk the walk rather than talk the talk is now here. Today we get word that the upcoming Chevy Silverado WT work truck which yes is intended for fleet customers will have an EPA estimated range of 450 miles much more than the original 400 number that was thrown out and they're saying this truck will start at 79,800 dollars including shipping which yes would be under that $80,000 cap for trucks for the IRA incentives.

GM已经说了一年多了，2023年将是他们的电动汽车生产真正起飞的一年，这在很大程度上取决于Ultium电池的生产。现在，GM要实际行动而不是空谈的时间已经到了。今天，我们得知即将推出的雪佛兰Silverado WT工作车将有450英里的EPA估计里程，远超最初宣布的400英里，并且他们表示这款车的起价为79,800美元，包括运费，是符合IRA激励措施对卡车的80,000美元限额的。值得注意的是，这款车主要面向车队客户。

Sticking with this work truck for now it is actually expected to launch this spring so essentially in the next few weeks and later other versions of the work truck line will follow starting as low as 41.5 thousand dollars including shipping. The next variant release will also be a work truck with a GM estimated 350 miles of range and a starting price of 74.8 thousand dollars.

暂时坚持使用这辆工作卡车，因为它预计将于今年春季推出，大约在未来几周内，而且工作卡车系列的其他版本也将随后推出，起价低至41.5千美元，包括运费。下一个变种版本也将是一辆工作卡车，预计通行里程为350英里，起价为74.8千美元。

Then for retail buyers later this fall in 2023 they're expecting to launch the RST rally sport truck version of the Chevy Silverado with an estimated 400 miles of range and a price of 106.7 thousand dollars. Bear in mind this is GM estimated not yet EPA estimated. They're touting DC fast charging capabilities up to 350 kilowatts and of course they'll be capable of charging another EV or powering tools on the work site all of that good stuff.

到2023年晚些时候，零售买家将可以购买雪佛兰Silverado的RST运动版轻卡，预计续航里程可达400英里，售价为106.7万美元。需要注意的是，这是由通用汽车公司估算的，尚未经过美国环保署的估算。该车标榜DC快速充电功能可达350千瓦，当然还能为其他电动汽车充电或在工作场所使用工具。

We have Rory Harvey the North American president of GM saying Cadillac is on track to reveal three new EVs this year. To that I would say let's start with the Lyric ramp up that production a bit but he also said the availability of semi-conductor chip parts has improved.

我们有通用汽车北美总裁Rory Harvey表示，凯迪拉克计划在今年推出三款新的电动汽车。对此，我会说，让我们先从Lyric推进生产，但他也说半导体芯片配件的可用性得到了改善。

A few things to keep in mind here if GM can hit these specs then yes it would basically have a pickup truck on the market with a range of about 100 miles greater than any of its closest competitors. Rivvian R1c Ford F150 Lightning they're both between the 3 to 350 miles of range depending on configuration.

如果通用汽车能够达到这些规格，那么它基本上将推出一款比任何竞争对手都更大约100英里的电动皮卡。Rivian R1c和福特F150 Lightning的行驶里程都在3到350英里之间，具体取决于配置。在这里要记住的几件事情是…

Second on the pricing front let's not forget what just happened with Ford and the F150 Lightning. At launch time when there's all the media hype and the press coverage they come out with a price that's much lower than where the F150 Lightning is priced today. So can GM really make money selling this vehicle for less than 80 thousand dollars when doing any sort of math you're going to need a battery pack size between 180 and 200 kilowatt hours to hit these figures listed.

在定价方面，我们不能忘记福特和F150闪电的情况。在推出时，媒体上都有炒作和报道，福特提出的价格比现在的F150闪电价格要低得多。因此，当我们做任何数学计算时，通用汽车真的可以以低于8万美元的价格销售这款车吗？要达到所列出的数字，需要使用180至200千瓦时的电池容量。

Let's say the F150 Lightning gets about 2.3 miles per kilowatt hour which of course will vary depending on many situations but just using that efficiency and expecting that GM isn't going to blow that out of the water that would give us a battery pack size of 195 kilowatt hours for the Silverado to hit that 450 miles of range. Then we have to ask the question how will dealers handle having limited availability of this initial variant what will the markups look like if anything because right on their website they're saying very limited initial availability starting spring 2023.

假设F150 Lightning每千瓦时能行驶2.3英里，当然这会根据很多情况而有所不同，但仅使用这种效率并期望通用公司不会超过这个效率，那么为了实现银ado的450英里续航里程，需要一个195千瓦时的电池组容量。然后我们必须问一个问题，初期变体的有限可用性，经销商会如何处理，如果有的话，价格溢价会是什么样子，因为他们的网站上正在说，从2023年春季开始，最初可用性非常有限。

Look I'm not trying to cut down GM here I'm just bringing up some things to consider for this vehicle as we hear promises and then when it comes to production things don't always pan out as they thought but if they can pull off 450 miles of range for less than 80 thousand dollars I'll tip my cap.

嘿，我并不是要抨击通用汽车公司，我只是提出一些让人思考的问题。我们听到了承诺，但是在生产过程中，有些事情并不总是像他们想象的那样成功，但如果他们能够以不到8万美元的价格提供450英里的续航里程，我会向他们致敬。

With almost perfect timing we get the Monroe video on the Hummer battery pack which uses these Altium cells and gives us an idea of what we might see on the Chevy Silverado. The weight on this battery pack for the Hummer EV was 2500 pounds with over 3500 welds because they chose to use the cheaper steel rather than aluminum so Mary is definitely leading the EV transition in welds per kilowatt hour. In fairness though it wasn't all just about excess from the Monroe team have a listen.

几乎完美的时机，我们收到了有关悍马电池组的门罗视频，其使用了这些Altium电池，给我们提供了在雪佛兰Silverado上可能看到的想法。这个悍马EV的电池组重量为2500磅，有超过3500个焊接，因为他们选择使用更便宜的钢而不是铝，所以玛丽肯定在每千瓦时的焊接方面领导着EV过渡。然而，公平起见，门罗团队并不都是过量，听听看。

They did package this very well even though it is a massive pack. Right I mean for the most part the number is most people focus on when you're designing these is watt hours per liter and watt hours per kilogram. I mean it's not horrible on either list so. Here's a quick shot of a module which each one contains about 24 of these Altium cells right here. The 4680s are 22 amp hours. This guy is 103 amp hours so there's a lot more energy just in this so I mean that's what GM's big claim was the Altium cell is a new and great thing. All it really is is a bigger gas tank. It just holds more. It's bigger. It's not really a novel in any way but the one that everyone forgets is miles per kilowatt hour. The Hummer is dead last in that one.

他们把这个巨大的包装做得很好，尽管它很大。我的意思是，大多数人在设计这些产品时，关注的主要指标是每升瓦时和每公斤瓦时。虽然在这两个清单上它都不算太差。这是一个模块的快照，每个模块包含大约24个这些Altium电池。4680电池的容量是22安时。这个电池的容量是103安时，所以它的能量更多。这就是通用公司的大型声称——Altium电池是新的、伟大的东西。它真正的作用就像一个更大的油箱，只是更大一些。并没有太多新颖的地方。但每公里所消耗的千瓦时是每个人经常忘记的一个指标。在这一点上，悍马车表现最差。

I mean we also have to separate trucks out from heavy duty trucks versus because this is effectively in a different weight class from almost every other vehicle we've torn down. Right but at the same time the Rivian it falls below the lightning which also speaks to efficiency and design. And hey at least GM is trying which is more than we can say for some other companies.

我是说，我们还需要将卡车与重型卡车分开，因为实际上它们属于不同的重量级别，不同于我们拆解的几乎所有其他车辆。不过与此同时，Rivian的重量又低于Lightning，这也显示出了其高效性和设计性。而且，至少GM在努力尝试，这比其他一些公司做得好多了。

Interesting news story here in Phoenix we have some local residents upset because what we have are WAMO vehicles that are actually parking between rides on public streets which yes is actually legal. Roberto Fritz and Jim Biel say that when these WAMOs aren't working they're idling in their tempi neighborhood. It's an intrusion into residential districts. These are commercial vehicles. They shouldn't be allowed to be in here. They should be parked at a commercial yard somewhere.

在凤凰城，我们有一些本地居民因为我们拥有的WAMO车辆而感到不满，这些车实际上在公共街道上乘坐之间停放，这是合法的。罗伯托·弗里兹特和吉姆·比尔说，当这些WAMO不工作时，它们会在他们的临时社区里空着。这是对居民区的侵扰。这些是商业车辆。它们不应该被允许进入这里。它们应该在某个商业场地停放。

We spoke with WAMO and got this response. WAMOs ride hailing vehicles use publicly available parking spaces when needed between trips. We do this because driving around without passengers would unnecessarily add to congestion and be an inefficient use of the vehicle. Also parking locally as opposed to returning to a WAMO facility allows us to best match supply and demand to ensure that vehicles can arrive quickly when hailed. Once the vehicle is matched with another rider it continues on its way. Perhaps some interesting foreshadowing into this transition to our autonomous future.

我们与WAMO进行了交流，并得到了以下回应。WAMO的打车车辆在行程中需要停靠时会使用公共停车位。我们这样做是因为在没有乘客的情况下行驶将会增加拥堵，这是车辆使用效率低下的表现。此外，与返回WAMO设施不同，本地停车可帮助我们最佳地匹配供需，从而确保在乘客叫车时车辆能够快速到达。一旦车辆匹配到另一个乘客，它就可以继续行驶了。也许这是我们步入自动驾驶未来的有趣伏笔。

And lastly just want to shout out this Southern California company B2U again for anybody new. This company takes end of life EV batteries from companies including Tesla, rocks them together as is and then connects them to solar panels. They become powered by solar and then discharge that energy onto the grid. These used EV battery packs can last for about 5 years in this use case and then they can actually go to recycling after that. So just don't forget plug and play uses like this for EV batteries so when you hear those fun narratives about batteries going to landfills and it's going to ruin the earth just keep this one in mind.

最后，我想再次向南加州的B2U公司喊话，让新人们了解一下。该公司收集包括特斯拉在内的公司的废旧电动汽车电池，将它们组合在一起，再连接到太阳能电池板上。电池通过太阳能提供电源，并将能量排放到电网上。这些使用过的电动汽车电池组可以在此情况下持续约5年，然后可以送往回收站。因此，不要忘记像这样的“即插即用”电池用途，当你听到关于电池进入垃圾填埋场并破坏地球的有趣故事时，记得这一点。

If you're in the market for an inventory Model 3 in the United States Tesla is currently offering $1,350 off. Maybe worth taking a look. You can find me on Twitter at Dillilumus22. Hope you guys have a wonderful and a safe weekend. Please like the video if you did and a huge thank you to all of my Patreon supporters.

如果你在美国市场上正在找库存Model 3的话，特斯拉目前提供了1350美元的折扣。也许值得一看。你可以在Twitter上找到我，用户名为Dillilumus22。希望你们有一个美好和安全的周末。如果你喜欢这个视频，请点赞。同时也特别感谢所有我的Patreon赞助者。