Car Dealers Are Out of Control / Giga Berlin Adjusts Production / Wall Street Waking Up to TSLA ⚡️

Welcome to we lecture 5. It's your host Dylan Loomis. Quick shout out to my newest patron Samuel S. Thank you for choosing to support the channel.

欢迎来到我们的第5场讲座。我是您的主持人迪伦·卢米斯。在此向我们的最新赞助者塞缪尔·S.致以快速问候。感谢您选择支持我们的频道。

We have to at least touch on this because car dealers, their associations and their donors are flat out lying. On Tuesday, Rhonda Sandis just signed off on a bill prohibiting car manufacturers from using the direct sales model in Florida. This would of course prevent most automakers from selling directly to the consumer. This is supposed to start on July 1st. Other provisions in the law limit the influence car manufacturers can exert over retailer inventories and prices while protecting dealers rights to ignore MSRP's and choose their own model mix. And no surprise, the FATA was heavily involved in writing and pushing the legislation through the state government. Luckily, there's a carve out and an exception in this bill that allows Tesla and the likes of Rivian, Lucid and Polestar to continue using a direct sales model.

我们必须至少谈论一下这个问题，因为汽车经销商、他们的协会和他们的捐赠者在彻底地说谎。周二，朗达·桑迪斯刚刚签署了一项法案，禁止汽车制造商在佛罗里达州使用直接销售模式。当然，这将阻止大多数汽车制造商直接向消费者销售。这应该在7月1日开始执行。法律中的其他条款限制汽车制造商对零售商库存和价格的影响，同时保护经销商无视建议零售价并选择自己的车型组合的权利。毫不奇怪，FATA在编写并推动法案通过州政府方面发挥了重要作用。幸运的是，这项法案中有一个例外规定和一个例外，允许特斯拉和Rivian、Lucid和Polestar等厂商继续使用直接销售模式。

We really do need to tip our hats to people like Taylor Beal and Jeff Sharkey who are part of the Capital Alliance group that were actually instrumental in hammering out a deal adding language in this bill that would keep Tesla galleries open. But the legacy OEMs, GM Ford, Honda and Toyota, not so fortunate with the signing of this bill. This part of the bill feels directly aimed at Ford refusing to provide a dealer with a supply of new vehicles by model, mix or color equitable to that of other dealers is forbidden.

我们真的需要向像泰勒·比尔和杰夫·夏基这样的人们致敬，他们是资本联盟小组的一员，实际上在敲定一项添加语言的交易中起到了重要作用，以保持特斯拉画廊的开放。但是，传统的汽车制造商，如GM、福特、本田和丰田，签署这项法案并不那么幸运。该法案的这一部分似乎直接针对福特拒绝为经销商提供与其他经销商相等数量和颜色的新车供应。

So car manufacturers like Ford can't really choose what dealers get certain EVs and others don't. Arguably, more importantly, this bill actually forbids companies like Ford from setting required MSRP prices for the dealers, which just means the horrible negotiating process at traditional car dealers will continue in Florida. Here's where the nonsense and ultimately lying comes into play. This lobbyist for FATA said the attempt by auto manufacturers to cut out the dealer would only result in higher prices and less customer service to the public. The new car dealer is the customer's advocate when it comes to warranty work and service on a manufacturer's product and this bill will protect that.

因此，像福特汽车这样的汽车制造商实际上无法选择哪些经销商可以获得特定的电动汽车，而其他人则不能。可以说，更重要的是，这项法案实际上禁止像福特这样的公司为经销商设定必需的MSRP价格，这意味着传统汽车经销商可怕的谈判过程将在佛罗里达州继续。这就是荒唐和最终的谎言的来源。 FATA的游说者说，汽车制造商试图排除经销商将只会导致更高的价格和向公众提供更少的客户服务。新车经销商是客户的代言人，当涉及到制造商产品的保修工作和服务时，这项法案将保护他们。

To point one, this is just false. Cutting out the traditional dealer model actually saves consumers thousands of dollars by removing the middleman and all of that extra overhead and profit grabbing. And the translation of point two, we want to be the only place where customers can have their service done because that's where we make all of our money. Don't forget, the best service is no service.

首先，第一点是错误的。取消传统的经销商模式实际上通过消除中间商和所有额外的开销和利润攫取，为消费者节省了数千美元。第二点的意思是我们希望成为唯一可以为客户提供服务的地方，因为那是我们赚钱的地方。但是请不要忘记，最好的服务是没有服务。

So yes, Tesla is fine here and this bill will actually serve as a competitive advantage for Tesla because this will of course hurt the consumers of the traditional auto companies in Florida by handcuffing them to the dealership model. We got new comments from York Steinbach and some other officials in Grunhaida talking about the Tesla Gigafactory, basically putting to bed all of the FUD narrative that have continually been talked about. They said Elon remains a close observer of what is happening at the plant. This is certainly unusual.

所以，是的，特斯拉在这里很好，这项法案实际上将成为特斯拉的竞争优势，因为这当然会限制住佛罗里达州传统汽车公司的消费者，他们只能购买经销商模式下的汽车。我们收到了来自约克·斯坦巴赫和格伦海达的其他官员的最新评论，谈到了特斯拉超级工厂，基本上打破了一直在谈论的各种恐惧、不确定和怀疑的说法。他们说埃隆一直密切关注着工厂所发生的事情。这肯定是不寻常的。

At Tesla, there's a startup management style where nothing works without the boss. We learn more about the Tesla speed that we oftentimes hear about. It really has to do with Tesla actually beginning construction before they got the permits, which was very unique in the area. Pause if you'd like, but in response to some of the pollution instances that happened at Gigabirlin, they said demonstrably, none of those endangered people or the environment basically saying they were blown out of proportion. Here they said Tesla's been holding information events and doing guided tours, essentially really overhauling their communication strategy with the public in Berlin and a lot has improved on this front. They continued to claim that Tesla uses too much water, has not been proven, Tesla does not currently need the requested and approved amounts of water.

在特斯拉，有一种初创企业的管理风格，没有老板就没有事情能做。我们更多地了解了关于特斯拉速度的传闻。这实际上与特斯拉在获得许可之前就开始了建设有关，这在该地区非常独特。如果您愿意，可以暂停一下，但是回应吉格比林发生的一些污染事件，他们明确表示，没有危及人们或环境的事情，基本上是说那些事情被夸大了。在这里，他们说特斯拉一直在举办信息活动和导游活动，本质上对柏林公众的沟通策略进行了彻底改革，并在这方面取得了很大进展。他们继续声称特斯拉用水太多，但尚未得到证明，特斯拉目前不需要请求和批准的水量。

So just a few tidbits, but these German officials clearly defending Tesla and speaking very highly of them. No shade here, two Danives, I just think it's a little funny, he said, they think what's changed with Tesla stock in Wall Street is the recognition with the Ford NGM announcements that Tesla's sum of the parts valuation is now finally starting to get tapped into. To which I said and I'm sure many of you would agree, it's about time.

这些德国官员明显在捍卫特斯拉，并对他们给予高度评价。没有任何贬低的意思，只是我觉得有点有趣，他们认为特斯拉股票在华尔街的表现变化与福特的NGM声明有关，特斯拉整体估值终于开始受到认可。我想很多人都会赞同我的说法，这是该发生的事情。

I just wanted to use that as a segue to yet another Morgan Stanley New Tesla stock note, just pointing out the slow, slow rate of understanding from some on Wall Street. They say, today's gas stations pay a market price for their petroleum supply. What if Tesla made its own electricity at a near zero marginal cost and a stable cost stored on site with stationary batteries? It's not hard to see the logic of achieving dominance in the filling station of the future. What we have there is Wall Street just waking up to the reality of the Tesla supercharger network, something we really could have seen coming dating back to 2012 when the first superchargers were installed. And in fairness, megapack and solar are in very different places now, but that's always been the plan producing low cost energy via renewable energy at these locations. We won't dive into this so pause if you'd like, but Jonas walked through a few different scenarios for the supercharging model. Just FYI, no-pat is net operating profit after tax.

我只是想把这个作为另一个摩根士丹利的新特斯拉股票研究笔记的引子，指出一些华尔街人对市场的理解缓慢缓慢。他们说，今天的加油站向市场支付其石油供应的价格。如果特斯拉以接近于零的边际成本和稳定成本现场存储能量，并自行生成电力，那会怎样呢？很容易看出，在未来的加油站中实现主导逻辑。在那里，我们看到华尔街刚刚开始认识到特斯拉超级充电网络的现实，这是从2012年安装第一批超级充电器就可以预见到的。公平地说，Megapack（特斯拉的新能源产品）和太阳能现在处于非常不同的位置，但是低成本能源的生产总是计划在这些地点提供可再生能源。如果你愿意，我们不会深入探讨这个问题，但乔纳斯（Morgan Stanley的分析师）进行了几种超级充电模式的情景分析。FYI，no-pat是税后净营运利润。

Just one, for example, we're using 20 30 miles traveled only in the United States. If you look at the dominant case, that would assume a 30% EV mile penetration in 2030, Tesla having 80% of the supercharging revenue and a 70% of the net operating profit after tax margin. How would the margin be so high? Megapack and solar. And this dominant case scenario would give Tesla a potential net present value of $33 per share.

这里只给出一个例子：仅在美国，我们行驶了20-30英里。如果你看主导的情况，那就意味着到2030年，30%的里程是通过电动车完成的，而特斯拉将获得80% 超级充电收益和70%的税后净营运利润。为什么利润率如此之高? 由于有Megapack和太阳能，因此这种主导情况的情境将使特斯拉股票的潜在净现值达到每股33美元。

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According to our of Elon Musk continues this time in Italy, Elon had a half hour interview with the deputy prime minister Antonio Tijani and then in the afternoon he returned to the palaces of the Italian power to meet Georgia Maloney. Georgia Maloney is the prime minister of Italy. She just tweeted, I welcomed Elon with great pleasure, a very fruitful meeting and a moment of great cordiality where we address some crucial issues, innovation opportunities and risks of AI, European market rules and birth rates, forward towards the future challenges that unite us. Heard the usual it sounds like they're talking about a little bit of everything and we don't get a ton of detail so we'll see what comes of it but every time I see Elon all over the world constantly in different meetings and I stop and think about what he's doing, that's beyond words.

根据我们得到的消息，伊隆·马斯克此次来到了意大利，并与副总理安东尼奥·蒂亚尼进行了半小时的访谈。下午，他回到意大利大权利宫与意大利总理乔治亚·马洛尼会面。随后，乔治亚·马洛尼在推特上发布了消息，称她非常高兴地欢迎了伊隆，并表示这是一次非常有成果和友好的会议，双方讨论了一些关键问题，包括人工智能的机遇和风险、欧洲市场规则和出生率等，朝着未来的挑战前进。虽然并未得到详细的信息，听起来他们似乎谈到了各种各样的话题。每次看到伊隆不断地到世界各地开会，我不禁想到他正在做的事情，这实在是难以言喻。

And remember Elon speaks tomorrow Friday at Viva Tech over in France. Last night Tesla was tweeting about the backup switch for the Tesla power wall, just want to make it clear this isn't new, this has been around now for a few years but there is some news going on. Drew Baglino said thanks in advance to other utility companies currently working to approve the Tesla backup switch in their territories. Basically this is something that drastically reduces the installation time for the Tesla power wall.

请记得，埃隆明天周五在法国的Viva Tech发表演讲。昨晚，特斯拉在推特上谈论了特斯拉电池墙备用开关，只是想澄清这不是新的，已经存在了几年，但现在有一些新消息。Drew Baglino 在此感谢其他公用事业公司，他们正在努力批准特斯拉备用开关在他们的领域内使用。基本上这可以大大减少特斯拉电池墙的安装时间。

I will have this blog post below but in short this feature quickly and safely disconnects your home from the grid when a power outage is detected, it automatically shifts your home's energy use to backup power from your power wall. Tesla's backup switch which is placed right here actually replaces the Tesla gateway that was in innovation in its own right and I just have to point out what is this little ditty over here. Tesla bike foreshadowing?

我会在下面的博客文章中详细介绍，但简单来说，这个功能可以在检测到停电时快速安全地将你的家与电网断开连接，自动将你家的能源使用切换到备用电力来源（你的Powerwall）。Tesla的备用开关放在这里，实际上取代了令人振奋的创新产品Tesla网关，我不得不指出这里的小东西是什么。Tesla的自行车预测？

Here's the actual backup switch, it's a meter socket adapter that provides the metering and the automatic grid disconnect functionality of the Tesla energy gateway. So as this feature is continually approved by the utilities in the United States, this will of course be great for the end consumer and Tesla with those shorter installation times. Along those lines, Drew also said that Tesla is working on a VPP program for this summer for customers in Puerto Rico.

这里是实际的备用开关，它是一个电表插座适配器，提供了特斯拉能量网关的计量和自动断开电网功能。随着这一功能在美国不断获得公用事业公司的批准，这将对最终消费者和特斯拉都是好处，因为安装时间更短。沿着这些线路，Drew还表示，特斯拉正在为波多黎各的客户开发夏季的VPP计划。

Drive Tesla Canada reporting and showing us that Tesla's new service and delivery center in Vancouver, British Columbia is very close to opening. There was some confusion on this so to clarify that the chargers at this site will be only for Tesla not open to the public. If you're in North America and planning to buy a Model 3 for the next two weeks or so, you can get three months of free supercharging.

Drive Tesla Canada报道并向我们展示了特斯拉在不列颠哥伦比亚省温哥华的新服务及交付中心即将开放。有些人混淆了事情的真相，所以需要澄清的是，这个地方的充电器只对特斯拉车开放，不对公众开放。如果你在北美地区计划在未来两周内购买Model 3，你可以享受三个月的免费超级充电。

We got a new press release from JD Power, won't spend much time here but there is something worth highlighting. Based on this year's EV consideration study, the percentage of shoppers who say they are overall likely to purchase any of the has increased 261% from 59% last year. But here's the takeaway, even if we disagree, this just is the sentiment of the general public.

我们收到了JD Power的新闻稿，不会在此花太多时间，但有一些值得强调的地方。根据今年的电动汽车考虑研究，表示他们整体上愿意购买任何一种电动汽车的购物者的比例，从去年的59%增加了261%。但是这里的重点是，即使我们不同意，这只是普通公众的情感。

The biggest friction point for consideration is the availability of public charging. A resounding effort to build out and improve the public charging infrastructure will emphatically increase the EV purchase consideration. Nearly half of the shoppers rejecting the idea of buying an electric car, say the primary reason is a lack of charging station availability. Which obviously just adds even more weight to the recent announcements from Ford, GM, and all of the other companies talking about the NAC standard, hopefully this wave going forward will roll out quickly.

最大的问题在于公共充电设施的可用性。大力建设和改善公共充电基础设施将极大地增加电动汽车的购买考虑。拒绝购买电动汽车的购物者中近一半表示，主要原因是充电站可用性不足。这显然更加强调了福特、通用等公司关于NAC标准的最新公告，希望这股浪潮能够快速推出。

Here's a quick check in to Tesla scope, just looking at Tesla's FSD beta tracking. If you look at these countries over here, you can see that the testing in employee vehicles is clearly rolling out across Europe and other locations. It's exciting because this is the very beginning of what's eventually going to be a massive paradigm shift for transportation globally.

这里是对特斯拉范围的一个快速检查，只是看了一下特斯拉的完全自动驾驶测试。如果你看一下这些国家，你可以看到员工车辆的测试在欧洲和其他地区明显在推出。这是令人兴奋的，因为这只是全球运输行业最终将会产生巨大变革的开始。

Gigabrelin is planning to hire fewer temporary workers and it will frame from Saturday shifts, but they said it's still on track to achieve its production targets. So less workers, presumably less expensive, and hopefully the same or more production. Be careful with this one, it was from Business Insider, but they said Tesla's goal of 6000 cars per week at the plant is currently on hold.

吉卡布林计划雇佣较少的临时工，并会取消周六的工作，但他们表示仍将达到生产目标。这意味着少一些工人，成本可能会降低，希望产量能保持不变甚至增加。但要注意，这是来自商业内幕的消息，他们表示特斯拉在工厂实现每周6,000辆汽车的目标目前被搁置了。

That could mean 100 different things though, so personally I'm kind of throwing that one away. There could also be endless reasons for this, so I'm just not going to speculate. Speaking of Wall Street analysts waking up to the story years late, RBC Capital just said now, we believe Robotaxes could potentially transform society more than anything else in our lifetimes.

这可能有100种不同的含义，所以个人认为这个不重要。这也可能有无尽的原因，所以我不打算猜测。说起华尔街分析师们迟迟没有意识到这个故事，RBC资本现在表示，我们相信无人驾驶出租车有可能比我们一生中的任何事情都更改社会。

They could save millions of lives and trillions of hours. We believe this fact alone should motivate regulators to support their development as we anticipate private cars being banned in many cities around the world. It's coming.

他们可以拯救数百万生命和数万亿小时。我们相信这一事实本身应该激励监管机构支持它们的发展，因为我们预计私人汽车将在世界上许多城市被禁止。它正在到来。

The Tesla wall connector is now $475 up $50. Here we have Rivian looking to take a page out of Nio's book, planning a collection of retail and experiential centers coming to key locations across Canada and the United States. The first space is set to open in New York City tomorrow, Friday the 16th. Visitors will be able to drive Rivian vehicles, speak with experienced specialists, and shop Rivian gear.

特斯拉的壁挂式充电器现在售价为475美元，比之前涨了50美元。现在，Rivian计划向Nio学习，在加拿大和美国的主要地点建立零售和体验中心。第一个空间将于明天，即16日星期五在纽约市开放。游客将能够驾驶Rivian车辆，与经验丰富的专家交流，并购买Rivian装备。

We have a new patent filed by Ford for an electrified vehicle battery backup system, including a traction battery pack on an EV, and a backup battery assembly that's removably mounted to the electric vehicle. In layman's terms, a backup battery mounted to the roof of an EV.

福特公司新申请了一项专利，涉及电动汽车电池备份系统，包括一个EV上的牵引电池组和一个备用电池组件，并且备用电池组件可以拆卸安装在电动汽车上。换句话说，就是在EV的车顶安装备用电池。

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