Tesla Just Dropped Huge AI News + New Acquisition, India Investments
发布时间 2023-06-22 02:24:38 来源
Hey everybody Rob Maori here and we should have a pretty exciting episode we've got a lot to go through including developments on Tesla's AI efforts, a possible stealth acquisition from Tesla, news on Tesla in India and more. Less exciting with the stock, Tesla down 5.5% to take closing at $259.46, the NASDAQ with a referee down 1.2% seemed to be the result of some testimony from Fed Chair Jerome Powell, but we've got too much else to talk about so we're going to skip over that macro stuff.
大家好，我是Rob Maori，在本期节目中，我们有许多令人兴奋的内容，包括特斯拉在人工智能方面的进展、特斯拉可能的秘密收购消息、特斯拉在印度的新闻等等。股票方面，特斯拉下跌5.5%，收盘价为259.46美元，纳斯达克裁判下跌1.2%，似乎是由于美联储主席杰罗姆·鲍威尔的一些证言所致，但我们有太多其他话题要谈，所以我们将跳过这些宏观经济方面的内容。
Anyway, before we get into the AI updates, a poignant update by Barclays today, they actually downgraded Tesla, perhaps contributing to the weakness today. Dan Levy saying in a note that the recent rally in Tesla has potentially ignored fundamentals, even though the PE is not super crazy, obviously 80s high, but for a growth company not too bad. But said quote, we believe the stock's recent rally can be best explained by the market's current AI driven thematic trade as well as excitement over recent announcements to open the Tesla supercharger network to other brands, yet while we aren't surprised that the stock has participated in the rally, we believe it is prudent to move to the sidelines.
在我们讨论AI的更新之前，今天巴克莱银行公布了一个重要的更新，他们实际下调了特斯拉的评级，这可能是今天的弱势之一。丹·利维在一份声明中表示，特斯拉近期的上涨可能忽略了基本面，尽管市盈率并不十分疯狂，显然达到了80年代的高峰，但对于一家成长型公司来说还不错。但是他说：“我们认为，股票最近的上涨可以最好地解释为市场当前的AI驱动主题交易以及对开放特斯拉超级充电站网络的其他品牌的兴奋，然而，虽然我们不惊讶股票参与了这次上涨，但我们认为理性的做法是保持观望。”
So interesting because we've got a lot of updates on Tesla AI today, Levy said that he believes AI is a long dated opportunity for Tesla, not something that can be counted on right now, to considerably boost its valuation. So I would agree, I think Tesla's participating in the thematic rally that we're seeing here. We've talked about that also, I think, aided by the supercharger network as well as you noted there. The long dated opportunity part of this I think is debatable because Tesla's already generating profits off of FSD beta today.
“今天我们得到了很多有关特斯拉人工智能的更新，这太有趣了。Levy说，他认为人工智能是特斯拉的一项长期机会，目前不能指望它显著提高其估值。所以我同意，我认为特斯拉参加了我们在这里看到的主题涨势。我们也谈到了这个，我认为也得益于超级充电站网络，正如你所指出的那样。我认为这个长期机会的部分值得探讨，因为特斯拉今天已经通过FSD beta开始赚取利润。”
Obviously, the take rate is not super high, but it does still impact Tesla's margins and earnings already. And presumably that should only improve as Tesla improves the system. So that's what we're looking at today.
很明显，使用率并不是很高，但它已经对特斯拉的利润和收益产生了影响。而且随着特斯拉系统的改进，它的表现只会更好。因此，这就是今天我们要关注的内容。
So Tesla started a new account, Tesla AI on Twitter, which is nice. We can see the little organization verification there. And they tweeted this graphic as a part of a thread, which I would recommend just going reviewing this whole entire thread because they've given a lot of interesting examples of things that they're working on from an FSD perspective. But what I want to focus on today is this graphic.
特斯拉在Twitter上开设了一个新账号“特斯拉AI”，很不错。我们可以在那里看到组织认证。他们在一个串中发布了这张图，我建议大家去查看整个串，因为他们从FSD的角度给出了很多有趣的示例，但是今天我想重点讨论的是这张图。
A couple of really interesting things here, obviously the growth in Tesla's compute. This is what we're looking at here. They're putting this in units of A100 GPUs. And the first thing I would call attention to is that in July 2023, so next month, Tesla's indicating that as the start of dojo production. So this has been the working for years now in the works for years now. And obviously Tesla's been developing this producing, you know, sort of test or beta versions of the dojo product.
这里有几件非常有趣的事情，很明显是特斯拉计算能力的增长。我们可以在这里看到他们用A100 GPU的单位来表示。我首先要提醒的是，在2023年7月，也就是下个月，特斯拉表示，道场（dojo）生产将开始。这项工作已经有几年的计划了。很明显，特斯拉一直在开发并制造道场产品的测试或测试版本。
And it looks like now they're ready to actually take that into volume production as we can see with the growth and compute that they're projecting. So this is a very exciting update in terms of dojo. Elon has been pretty vocal about this being a little bit of a long shot bet for Tesla. And he wasn't really sure if it was going to work out. It seems like they are becoming more confident in it.
现在看起来，他们已经准备好将此实际投入量产，正如我们所看到的增长和计算所预示的那样。因此，这是关于道场非常令人兴奋的更新。埃隆一直对特斯拉的这个项目持谨慎态度，认为这是一个高风险的赌注，并不确定它是否会成功。但现在看来，他们正在变得越来越有信心。
Tim Simon of Tesla, you know, the lead of Tesla's infrastructure team said this is real. This is happening. It's going up X speed and cannot be stopped for context. Today, our compute clusters have 0.3% idle time and 84% of jobs are high priority. We want to be in a place where we have an excess of compute.
特斯拉基础设施团队的负责人 Tim Simon 表示，这是真实存在的。正在发生的事情，它出现了 X 速度，并且无法停止。为了更好的理解，今天我们的计算集群只有 0.3% 的空闲时间，而 84% 的工作都是高优先级。我们希望拥有足够的计算能力供我们使用。
So as Tesla's fleet grows, as they are more well set up for things like auto labeling as they integrate portions of the planning system and potentially all the planning system at some point into running on a neural network. Obviously their training needs are just going to continue to grow. And the more compute that they have, the more they can train, which is clearly constrained if right now they're running at 99.7% uptime on the current compute.
随着特斯拉车队的增长，他们的自动标注能力会更好，因为他们正在将计划系统的部分甚至全部部署到神经网络上。显然，他们的培训需求将不断增长。目前，如果他们的运算仅达到99.7％的正常运行，他们显然对计算资源的需求会受到限制。因此，随着他们拥有更多的计算资源，他们就可以进行更多的培训。
I want to take a little bit closer if I look at this. Number one, very exciting about dojo. Number two, just look at, I think look at this graph. I had to bust out the pixel Photoshop on this again so we could get a sense of where things are. So if we look at this, of course, each of these segments is 69 pixels. This first starting point in January 2023 is seven pixels, which means you're talking about 10% of the 100,000 label that we see here.
我想仔细看一下这个。第一，道场让人非常兴奋。第二，看看这个图表。我又用像素Photoshop处理了一下，这样我们就能感受到事物的位置了。如果我们看一下，当然，每个部分都有69个像素。这个第一个起点在2023年1月，只有7个像素，这意味着你所看到的100,000标签的10%。
So essentially you've got 10,000 equivalent A100 GPUs. If we use the 100 XFLOP scale over here, that computes to roughly three XFLOPs of compute that Tesla's running on at the beginning of this year. Now moving into June and of June where we're at right now, that is about 12 pixels. So even though it's a very minor difference on the scale of this graph, that actually represents a 70% increase in just six months in Tesla's compute capability up to about 17,000 equivalent A100 GPUs or about five and a half XFLOPs.
基本上，你有10,000个等效的A100 GPU。如果我们使用100 XFLOP的比例，那么特斯拉在今年初的计算量大约为三个XFLOP。现在到了六月份，虽然在这张图的尺度上只有一个很小的差别，但这实际上代表着特斯拉计算能力的增长了70％，增加了大约12个像素，达到了大约17,000个等效的A100 GPU，或者大约五个半XFLOP。
Tremendous growth just in the last six months in Tesla's capabilities here, but you can hardly even register it on where they expect to be going over the next 12 to 18 months.
过去六个月特斯拉的能力有了巨大的增长，但在他们未来12至18个月的发展计划中，这几乎无法引起关注。
So if we look a little bit further out in October, so towards the end of Q3, that's up to 28 pixels.
如果我们再往十月稍微看得远一些，也就是第三季度末期，这个数字可以达到28像素。该句意指在十月末，这个数字会增加到28像素左右。
So four times where things started at the beginning of this year, that would be about 13 XFLOPs up 300% year to date up 135% from where we're at now.
所以，如果以今年年初为起点计算，那么四次的性能提升将达到约13 XFLOPs，年涨幅达到300％，比现在高出135％。
So basically in Q3, after no Joe production starts, Tesla's expecting to double their compute.
基本上在第三季度，当Joe生产开始后，特斯拉希望将它们的计算能力翻倍。这意味着特斯拉计划增加计算资源以支持Joe的生产。
So even more than double their compute capabilities.
所以，它们的计算能力甚至超过了双倍。
简而言之：它们的计算能力是双倍以上。
I think we've already seen progress in the iteration rate from Tesla in terms of progress and FSD beta.
我认为从特斯拉的进步和FSD beta方面来看，我们已经看到了迭代速度的进展。
And as they, you know, for X compute from where they were at earlier this year, presumably that should add to the rate of progress that we are seeing so far.
"随着他们的计算，从今年早些时候的起点开始，这应该可以增加我们目前所看到的进展速度。" 这句话的意思是说，如果他们通过计算发现了更多的起始点，那么我们看到的进展速度应该会更快。
So extremely exciting time right now for Tesla as this comes online.
对于特斯拉来说，现在是非常激动人心的时刻，因为这一切都正在线上进行。
Obviously, they're projecting to be top five in the entire world in terms of companies that have compute capabilities in of this, you know, order of magnitude.
显然，他们预计将成为具有计算能力的公司在全球排名前五，而且这一级别是相当高的。
And then expecting that to continue to grow very rapidly.
然后期望它会继续快速增长。意思是指对于某种事物，期待它在未来会保持高速增长的趋势。
We don't need the pixel math anymore since we actually get on the scale here.
我们不再需要像素数学了，因为我们实际上在这里称重了。
意思是当我们有体重计来测量体重时，不再需要通过像素的计算来推测体重。此时，像素数学已经不再有意义。
Looks like they would be, you know, roughly three Xing again next year, even in the first three quarters.
看起来明年前三个季度，他们的大致增长率可能会再次达到三倍。
So that growth continues.
为了继续保持增长。
And what I think is, you know, potentially even exciting past this graph, which is already extremely exciting, where you're going from, you know, three to a hundred again in 18 months.
我认为，除了图表上已经非常令人兴奋的部分，可能还有更令人兴奋的发展。在18个月内，你从3增长到100，这已经非常惊人了。
If that sort of rate of progress continues, the graph just starts to look pretty ridiculous, at least on a linear scale like this.
如果这种进展速度持续下去，图形将变得非常荒谬，至少在这样的线性比例尺下。
Obviously, a logarithmic scale would look a little bit more reasonable.
显然，对数刻度会看起来更合理一些。
But that's kind of what, you know, like a curve here fits extremely well on Tesla's projections, and they could be looking at, you know, getting up to 300 extra flops or so sometime towards the middle of 2025.
但这有点像，你知道，一个曲线可以非常好地适应特斯拉的预测，他们可能会考虑在2025年中期左右实现多达300个额外的FLOPS。
意思：这句话表达了特斯拉公司对其产品的未来发展和计划的预期以及技术能力的提升。特斯拉公司预测曲线将十分符合其发展趋势，并有望在2025年中期实现多达300个额外的计算速率。
And although this looks again, pretty ridiculous.
虽然这看起来有点荒谬。
And you know, the S curve could start happening at any point.
你知道，S型曲线可能会在任何时候开始出现。
意思是，事物的发展可能会从当前状态开始出现迅速增长或变化的趋势。这种趋势一般可以用" S型曲线 "来形容，包括起步缓慢、爆发式增长、稳步上升等不同阶段。
It could start to taper off in terms of the growth rates.
在增长速率方面，它可能会开始缓和。
But if we go back to investor day, this was a comment that I highlighted that really didn't get much if any attention.
但是如果我们回溯到投资者日，我强调的这个评论实际上没有引起太多或任何关注。
But you want to talk about their compute at investor day and the question and answer portion really close to the end of the day.
但是您想在投资者日谈论他们的计算机，在问题和答案环节是在那一天的最后阶段发生的。
意思是：您想在投资者日最后的问题和答案环节谈论他们的计算机。
And he said that, you know, right now we've got one of the biggest neural network training systems in the world.
他说，现在我们拥有世界上最大的神经网络训练系统之一。
And we expect to increase that capability by an order of magnitude by the end of this year.
我们预计到今年年底将把这一能力提升一个数量级。这意味着我们将大幅提高我们的能力水平。
And remember, this was earlier this year, so end of 2023, he's talking and then says, and probably another order of order of magnitude by the end of next year with some combination of Nvidia and dojo.
记得，这是早年发生的事情，到了2023年年底，他谈论着说，到了明年年底可能还要再增加一个数量级，其中结合Nvidia和dojo。
So if we go back and look at this, you know, order of magnitude in 2023, pretty much what they're projecting there.
所以如果我们回顾一下，他们在2023年的数量级，基本上就是他们的预测。意思是指，如果我们回头看一下，可以看到2023年的数量级是他们所预测的。
And then if we go to the end of 2024, this graph would not even be, you know, technically a full order of magnitude, depending on how you're looking at that, defining that by the end of 2024.
如果我们将时间推至2024年底，这张图甚至不会被认为是完整的数量级，具体取决于你如何定义和观察这个框架。
So Elon's comment there would actually be a little bit ahead of this pace, which no surprise.
埃隆在那里的评论实际上会比这个进度快一点，这不出所料。
But at least if you're talking another, you know, 10 times increase from October 2024, that's where you get up to this sort of million equivalent a 100 GPUs, which maybe could happen sometime in 2025.
但至少，如果您再次讲到2024年10月的10倍增长，那么您就可以达到每100个GPU的百万级等效值，这可能会在2025年的某个时候发生。
Again, if this type of growth rate at all continues.
如果这种增长率得以继续下去，那么……
So a ton to be excited about here.
这里有很多令人兴奋的事情。
And again, the progress that this should unlock for FSD beta, I don't think people really can comprehend what this will do for Tesla.
再次强调，此次进展将为FSD测试版带来重大突破，我认为人们实际上无法理解它将对特斯拉产生的影响。
Obviously, it's probably going to take them some time to figure out how to best leverage this.
显然，他们可能需要花费一些时间来找出如何最好地利用这一点。
So the growth in, you know, FSD progress may not look exactly the same as the growth in compute.
所以，你知道的，FSD进展的增长可能不会完全与计算增长相同。
意思是说，自动驾驶技术的进展不完全取决于计算能力的增长。
But maybe they find ways to even leverage this better, and that could make it even a faster curve.
也许他们会找到更好的方法来充分利用这一点，这可能会使曲线变得更快。
So these are the kind of things that Elon is seeing and thinking about and probably why he's consistently been a little bit wrong on the timelines for FSD beta because, you know, he tries to think in this exponential way that a lot of people are mostly thinking when you're if that so I'm pumped about it.
所以，这些都是埃隆正在看到和思考的东西，可能也是他一直对FSD beta时间表有点错，因为他试图以大多数人在这种情况下想法（呈指数增长）的方式思考，所以我对此感到雀跃。
Tesla's pumped about another Tesla team member here saying Tesla already build some of the largest GPU clusters in the world. Now we're going to do greater than 10 X that next year, dojo's compute production rate will be on the same order as Nvidia's. So again, going back to Tim's omen, this is real. This is happening. It sounds like they've reached a point with dojo where they feel like, you know, it's it's ready to roll. So very exciting.
特斯拉非常兴奋地表示，另一位特斯拉团队成员在这里说特斯拉已经建造了世界上一些最大的GPU集群。明年我们将比这个数量大10倍以上，dojo的计算生产率将与Nvidia相同。所以再次回到Tim的预言，这是真实的。这正在发生。听起来他们已经达到了类似于dojo的感觉，你知道，它已经准备好了。非常令人兴奋。
Elon said I should clarify that dojo V one is highly optimized for vast amounts of video training versus general purpose AI dojo V two will address these limitations. So it's important context when we look at things like this, you know, not all flops are necessarily created equal in terms of what they're meant to do, but still for what Tesla's meant to do. Obviously, these are going to be very valuable, you know, units of compute.
埃隆说我应该澄清道:Dojo V one非常优化大量视频培训，而不是通用AI，Dojo V two将解决这些限制。因此，当我们看待这些事情时，重要的是要有这个背景，你知道，并不是所有Flops在其意图上都是平等的，但对特斯拉要做的事情来说，显然，这些将是非常有价值的计算单元。
And then in terms of whether this would be competitive with Nvidia, he said not exactly a competitor, but we aren't as we aren't selling dojo computers, although it could be sold as a service, which Elon has talked about before potentially being somewhat comparable to AWS. And continue to say we just need a crazy amount of training compute to get full self driving 10 X safe within a human, but can't get enough GPUs plus prices are extremely high. So in addition to these comments about orders of magnitude increases in training capability, you want us also talked about an order of magnitude decrease in cost for that training. So obviously dojo playing a big role on the cost side as well.
然后在谈到这是否会和英伟达竞争时，他说不完全是竞争对手，因为我们并不出售像道场电脑这样的产品，虽然这也可以作为一种服务进行销售，就像Elon以前谈到的潜在竞争对手AWS一样。并且他接着说我们只是需要大量训练计算来使无人驾驶具备10倍于人类的安全性，但我们无法获得足够的GPU，而且价格非常高。因此除了关于训练能力的数量级增加的评论之外，我们还谈到了训练成本的数量级降低。因此，显然道场在成本方面也扮演着重要角色。
So I think just thinking about all of this, you know, when we think about FSD and autonomy and the competitive set, and we see these updates from crews and Waymo about slightly increasing their service areas and things like that, not to knock them. But when you look at the kind of things that Tesla is doing, it's just hard to imagine, especially for a company like Cruz, how they would necessarily be competitive with sort of the back end that Tesla is running with their training models. So pretty interesting.
我认为，只是考虑到这一切，你知道，当我们考虑到FSD和自主性以及竞争对手时，我们看到这些来自Crews和Waymo的更新，稍微扩大了他们的服务区域等等，并不是打击他们。但是当你看到特斯拉正在做的事情时，特别是对于像Cruze这样的公司来说，他们如何能够与特斯拉的训练模型运行的后端竞争，令人难以想象。非常有趣。
I guess probably to wrap up maybe not to throw a ton of cold water on all of this, but just as a reminder, this was Elon on the Q1 call. So back in April, only a couple of months ago, he said, I look at dojo as kind of a long term bet or sort of as kind of a long shot bet. But if it's a long shot bet that pays off, it will pay off in a very, very big way. But potentially, yeah, potentially in a very, very big way, like in the hundred in the multi hundred billion dollar level, but I think it's still put in the long shot category. So again, two months ago, it does seem like from these comments that this is maybe a little bit of outdated in terms of the comments and maybe they had some sort of breakthrough. But probably wise to keep that in mind. And especially when we look at these longer term projections, you got to remember like Tesla's still right here, right?
我猜大概就是总结一下，不要完全打击这个想法，但是我们需要提醒一下，这是Elon在第一季度电话会议上的话。大概两个月前的四月份，他说，“我认为Dojo是一项长期投注，或者说是一项冒险的赌注。但如果这项赌注能够获胜，那它将会以非常大的方式获胜。但有可能，它将以数百亿美元的规模来获胜，但我认为它仍然属于冒险类别。”因此，从这些评论中可以看出，这似乎有些过时了，也许他们有了某种突破。但是，在我们看这些更长期的预测时，我们需要记住特斯拉仍然在这里，对吧？
Zoom in a little bit there. That's what has actually been accomplished thus far and the rest would be, you know, a forecast. So we'll see. Hopefully things progress in this way. And Tesla seems to feel confident in it, which is exciting to see.
把画面放大一点。目前为止实际上已经取得了进展，其余的就属于预测了。所以我们会看到。希望事情能朝着这个方向发展。而且特斯拉似乎对此感到自信，这让人感到兴奋。
All right, so moving on from that topic, we do have an update on Tesla and India as we had talked about Elon met with the prime minister of India yesterday. And he had quite a few comments after that meeting to the media. Let me just find my notes here.
好的，那么我们继续谈下一个话题，更新特斯拉和印度的情况。我们曾经讨论过埃隆昨天会见了印度总理。会后，他向媒体发表了一些评论。让我找一下我的笔记。
Probably the most impactful one regarding Tesla was that quote talking about the prime minister quote, he really cares about India because he's pushing us to make significant investment in India, which is something that we intend to do, just trying to figure out the right timing and quote. So probably not too surprising given all of the, you know, rumors that we have had about Tesla and their conversations with India.
“关于特斯拉最具影响力的一句话是总理提到的：他真的关心印度，因为他鼓励我们在印度进行重大投资，这正是我们打算做的，只是需要确定正确的时间点。考虑到我们一直与印度对话的种种传言，这可能并不令人意外。” 这句话表达出特斯拉计划在印度投资，并且受到印度总理的鼓励和支持。目前正寻求合适的时间点。
He did say that the prime minister did extend an invitation to Elon to visit India and Elon is tentatively planning to visit again next year. So I don't know if that gives us any sort of hint on, you know, the right timing that you want to first do there, but it would be another touch point. And then he did also mention that he thinks there's tremendous possibility for sort of all three pillars of sustainable energy in India, solar energy storage and EVs. And then a little bit separately from Tesla also mentioned that hopefully looking forward to bringing Starlink to India as well.
他说总理邀请埃隆访问印度，埃隆暂时计划于明年再次访问，这或许可以给我们一些暗示，你想在那里首先做什么，但这也会是另一个触点。他还提到，他认为印度的可持续能源三大支柱——太阳能、储能和电动汽车有巨大的发展潜力。此外，他还单独提到，希望将Starlink引进印度。
So in general, he said the conversations went really great. He spoke very highly of the prime minister. And I think, you know, it gives us a lot more confidence that that relationship is developing positively, you know, over the last few months.
总的来说，他说这些谈话非常顺利。他非常赞扬了首相。而且我认为，你知道的，这让我们更有信心，那种关系在过去几个月中是积极发展的。
All right.
好的，可以。
Next we've got kind of an interesting possible stealth acquisition. This is being reported, I believe this is coming out of Germany. Check to translate here. Yeah, out of Germany. So this is reported from business insider in Germany. They say that Tesla is said to be interested in buying a wifurian, which I think is probably how you pronounce it, which is an EV slash, maybe not EV, but like a vehicle and I guess EVs, depending on how you classify an EV, EV and sort of production, you know, robots and things like that, wireless charging.
接下来我们有一个可能很有趣的隐蔽收购计划。据报道，这个计划可能来自德国。查看翻译这里。是的，来自德国。所以这个消息是据德国的商业内幕报道的。他们说特斯拉有意购买Wifurian，据我了解这大概是这个名称的发音，这是一种电动汽车/车辆，也许不一定是电动的，但是涉及到如何对电动车进行分类，EV和部分生产、机器人以及无线充电技术。
So apparently, the shareholders for wifurian have indicated their intent to sell their shares in the company to Tesla International BV by means of a purchase agreement, which is Tesla's entity in Europe. And let's see. Yeah. So developing an inductive charging system for EVs and robots. And it looks like according to previous rounds raised by this company, Tesla probably has paid somewhere in mid to high double digits for this startup if this deal is eventually confirmed. So we may not hear any confirmation for a while. Sometimes these things are a little bit hard to get information on outside of these sort of reports, but an interesting acquisition here potentially for Tesla.
显然，Wifurian的股东已通过购买协议表明他们打算将公司股份出售给特斯拉国际BV，这是特斯拉在欧洲的实体。而根据该公司先前的融资轮次，如果这笔交易最终确认，特斯拉可能已经付了中高两位数的价格收购了这家初创公司。因此，我们可能需要一段时间才能听到任何确认信息。有时，这些事情在这样的报告之外还是有一些难以了解的信息，但这对特斯拉来说是一个有趣的潜在收购。
Again, this is the kind of, you know, machine that you can see that they would be charging outside of potentially be, you know, cars, which Tesla, many other automakers have machines like this. You know, if you ever do a tour of Giga, Texas, you're going to see plenty of machines like this out there, you know, transporting things from, from one place to another. So in addition to that, we've also seen Tesla tease a little bit at investor day as well. A little bit of, you know, wife wireless charging there, potentially on this vehicle and the garage.
这是一种你知道的机器，可以看到它们可能会在汽车外收费，就像特斯拉和许多其他汽车制造商拥有的机器一样。如果你曾经参观德克萨斯州的吉格工厂，你会看到很多类似的机器，用于从一个地方运输物品到另一个地方。此外，我们还在投资者日上看到特斯拉做了一些预告。这辆车和车库可能会有一些无线充电的小提示。
So, you know, they can't forget to cool, can't forget to do cool stuff and teasing potentially wireless charging, making this acquisition of a wireless charging company. This definitely seems to be on Tesla's roadmap in some way, shape or form. Again, probably with this acquisition in a major way in factories, but then also here potentially for vehicles, which would probably be maybe not as focused on like a supercharging, although that could be very beneficial for autonomous driving. But Tesla may be intentionally here putting the vehicle in a garage, maybe a little bit more focused on destination type of charging or home charging situations that from a little bit of that I've read on my theory, and it does seem to be not necessarily like the super highest power like a supercharger would be, but relatively high enough power to, you know, charge in the factory or charge at home. So it will be interesting to see if we get any more information on that potentially not, but you know, Tesla continues to do things, you know, in this wireless charging space.
所以，你知道的，他们不能忘记要保持酷，不能忘记要做酷炫的事情并调戏可能进行无线充电的公司，这次收购应该是特斯拉在某种方式、形状或形式上的路线图。可能在工厂这个方面得到了一个更大的发展，而对于车辆这一方面，可能没有像超级充电那样的重点，虽然对于自动驾驶来说可能会非常有益。但特斯拉可能是有意把车辆放在车库里，可能更加专注于目的地类型的充电或家庭充电情况，我从我阅读的一些数据中得出了这个理论，它似乎并不像超级充电那样具有超高的功率，但具有相对足够的功率，可以在工厂或家里充电。因此，如果我们得到了更多信息，这将是非常令人感兴趣的，但你知道的，特斯拉在无线充电领域继续做的事情。
All right, on supercharging, we've got an update on scroll here, update on the NACS standard and Texas has commented and said that for any federal funding going to charging stations that are installed in Texas, they'll be requiring both CCS and NACS to be a part of those charging systems to be eligible to receive funding from the federal funding.
好的，关于超级充电方面，我们有一个滚动式更新，有关NACS标准的更新，德克萨斯州已发表评论，称对于安装在该州的充电站进行的任何联邦资助，他们将要求CCS和NACS都是这些充电系统的一部分，才有资格获得联邦资金资助。
So pretty big win, I think for Tesla in Texas and I think a recognition of the progress that NACS is making, they did comment to Reuters that quote, the decision by Ford GM and now Rivian to adopt NACS change requirements for phase one of the rollout. I guess that's the end of the quote, but saying that they would require fast chargers to have one CCS and one NACS connector. So it'll be interesting to see again, if Tesla continues to actually gain traction on NACS, if there really ends up being much of a point to CCS, I think, I guess, until you really have everyone on board, you probably still have to offer support for CCS.
我认为，在得到得克萨斯州的胜利后，特斯拉取得了巨大的成功，并且我认为这也是对NACS所做进展的认可。据路透社报道，他们评论道，引用：“福特，通用和现在的Rivian采纳NACS的相变要求决策。”我觉得这会是一个引号的结尾，但宣布他们要求快速充电站必须有一个CCS和一个NACS连接器。因此，如果特斯拉继续在NACS上获得进展，那么对于CCS，这可能是一个有趣的事情，如果真的有很多人支持CCS，那么它可能会继续获得支持。
But I mean, Tesla's already what 60, 70% of the EV market in the US. And if they can get a significant chunk of that other 30%, as those other brands, as we've talked about my grow market share a little bit faster since they're coming from a smaller base, if you get that to an 80 or 90% number, all of a sudden it starts to look pretty silly to incentivize having CCS systems on these on this infrastructure. So we'll see, but definitely a big win for Tesla there and for the NACS in Texas.
我的意思是，特斯拉已经占据了美国电动汽车市场的60%到70%份额。如果他们能够获得那剩下30%的相当大一部分份额，而这些其他品牌由于在一个较小的基础上增长，所以可以更快速地扩大市场份额，如果你把这个数字提高到80%或90%，那么促进这些基础设施上安装CCS系统就开始变得非常愚蠢了。所以我们拭目以待，但特斯拉在那里取得了一个巨大的胜利，并为德克萨斯州NACS赢得了赞誉。
Then a couple of other updates out of Texas. First on the Gigafactory Gigataxis, Joe Tegmeyer has spotted that Tesla has now started to tear down some of the walls in preparation for their expansion, which we had talked about the plans that they had submitted for that previously.
在德克萨斯州还有另外几项新动态。首先是关于千兆工厂的千兆出租车，Joe Tegmeyer发现特斯拉现在已经开始拆除一些墙壁，为扩建作准备。我们之前已经讨论过他们提交的计划。
So nice to see that work begin, although I'm sure it's already begun internally, but nice to be able to see it externally. And well, I'm sure Joe will keep us updated on that.
很高兴看到工作开始了，尽管我相信内部已经开始了，但能够外部看到还是很好的。我相信Joe会随时通报我们的最新进展。
And then the other thing going on in Texas is there's been apparently a heat wave, nothing new there, but apparently Tesla energy, Tesla electric plans that are integrated with power walls have been able to sell power back to the grid during periods of high demand at up to about $5 per kilowatt hour after potentially generating them or storing them from a solar system or storing from the grid at a previous time at something maybe around 10 cents a kilowatt hour.
德克萨斯州发生了一场热浪，这并不是什么新鲜事。然而，特斯拉的能源和电力计划确实为用户提供了一个出售电力的机会。当需求高峰期间，用户可以将从太阳能系统中发电或通过电网存储（价格约为每千瓦时10美分）的电力出售给电网，每千瓦时的价格高达5美元。
So although obviously this is for peak periods and it's not necessarily going to sustain for a super long time where you can generate a ton of revenue, still pretty interesting to see. And also the price I think reflects how important that sort of an infrastructure is and how that can help the grid in areas like this where they might experience challenges over time.
很明显，虽然这种情况只出现在高峰期，而且可能不会持续很长时间，不能带来大量的收益，但看到这种情况还是非常有趣的。我认为价格也反映了这种基础设施的重要性，以及它如何帮助类似这样的地区在一段时间内遇到的挑战。
So kind of cool to see, you know, a few examples posted on Twitter of that.
真的很酷，你知道，能在 Twitter 上看到一些例子。
And then the last couple of things for today, we have an updated American made index for 2023 from cars.com. We talked last year about how Tesla took the number one and number two slots with the model Y and the model three for most American made vehicles. This year they've taken the top four slots.
今天的最后两件事，是关于美国汽车指数的更新。去年我们谈到特斯拉的Model Y和Model 3成为了最具美国制造特色的车辆的前两名。而今年，他们占据了前四名。
So the model Y, the model three, the model X and model S from all cars that are eligible in this index, which is not all cars, but all cars that are eligible. Tesla has taken the top four slots with their four vehicles that they sell.
这个指标只包括符合资格的车型，而不是所有车型，但特斯拉的Model Y、Model 3、Model X和Model S四款车型已经包揽了销售最好的四个车型。
So the S and the X didn't quite make the list last year because they were still my understanding of what cars.com said was that because they were still sort of getting production up and running from the refresh, that there were some things that made them not eligible. So at any rate this year, they say that they have become eligible again. And now they pop back up to the top.
去年，S和X并没有被列入榜单，因为据cars.com所说，由于它们的刷新生产还在进行中，存在一些使它们不能符合条件的问题。但是今年，他们说这两款车已经重新符合条件了。现在它们又重新跃居榜首。
So they say that a substantial boost in your, your employment at, at Gigatexas has aided at all Teslas in their workforce calculations, like going to their rankings or the index and lifted the S and the X, which I guess lagged last year.
他们说，在Gigatexas的就业上做出实质性的提升对于特斯拉员工的计算非常有帮助，例如工作排名或指数，并提升了模型S和模型X的排名，这两个模型在去年似乎落后了。
So nice to see this. Again, something that Tesla does not get enough credit for or probably enough awareness of. And you know, depending on what Tesla's thinking here for advertising, could be something to play up a little bit more, a little bit more frequently.
很高兴看到这个。这再次表明，特斯拉不仅没有得到足够的认可，也没有足够的关注。你知道，根据特斯拉在广告方面的考虑，可能需要更多地强调此事，更频繁地宣传。
So really nice to see that consistent ranking there and the next rejoining.
真的很高兴看到那持续的排名以及接下来的重回。
And then finally, quick update on Ribian. So they had a meeting or investor day with Deutsche Bank last week. And as part of that, their CFO commented on the R2, which would be their next generation vehicle after the R1s and the R1T, of course, the delivery van.
最后，对于 Ribian 的最新情况简要更新一下。他们上周与 Deutsche Bank 进行了会面或投资者日。在其中，他们的首席财务官评论了 R2，这将是 Ribian 推出的下一代车型，继 R1s 和 R1T（当然还有送货车）之后。
Apparently, that's going to be launched in 2026. I think that timeline is what they had previously stated. Originally, it was targeted a little bit earlier, but they had previously postponed that. So nothing new on that.
显然，那个计划将在2026年推出。我认为这个时间表是他们之前所声明的。起初，他们的目标要早一点，但之前他们已经推迟了。所以这没有什么新的消息。
And then they also mentioned that the R2 would be in the SUV and crossover market. Again, no surprise price between 40 and $60,000.
然后他们还提到了R2将进入SUV和跨界市场。再次强调，价格在40到60,000美元之间并不令人意外。这意味着该车型将面向中高档市场。
So it'll be very interesting to see that vehicle. It's obviously a long ways away still. Here's a little bit of a render from car buzz. So not an official vehicle. It sounds like they're going to be unveiling it next year or rebealing it next year.
这辆车会非常有趣。很明显，它还有很长的路要走。这里有来自Car Buzz的一个渲染图。并不是官方发布的车型。听起来他们将会在明年发布或者再次发布它。
So we'll keep an eye out for that. But if it does look like something like this, I think they can find a lot of success there, again, focusing a little bit more on that adventure type of category.
所以我们会留意这方面的情况。但如果看起来像这样，我认为他们可以在那里找到很多成功，再次更加关注冒险类型的类别。
All right. I think that is it for today, then. Again, very exciting episode here. And I can't wait to hear more from Tesla in a few weeks on their progress. I'm sure they'll talk more about it on the Q2 call. But that'll wrap it up for today.
好的，今天就到这里吧。今天的节目非常令人兴奋。我迫不及待地想要在几周后听到特斯拉在进展方面的更多消息。我相信他们会在二季度电话会议上进一步讲解。但今天就到这里结束吧。
So as always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on Twitter at Tesla podcast. And we'll see you tomorrow for the Thursday, June 22 episode of Tesla Daily. Thank you.
非常感谢你一直在听。请确保你已经订阅并开启了通知。你还可以在Twitter上找到我，账户名为Tesla podcast。我们明天将会在6月22日星期四为你呈现《特斯拉日报》。谢谢。