Jim Farley Said What? / New Tesla Acquisition / People Are Wrong About India ⚡️
发布时间 2023-06-21 21:16:05 来源
We are the market leader for EV trucks in vans. And we know those customers better than anyone. And if he wants to design a cyber truck for Silicon Valley, people find. But I designed a truck and I know how to design a truck. Welcome to Electrified. It's your host Dylan Loomis. Quick shout out to my newest patrons, Tony A and Chris C. Thank you for choosing to support the channel.
我们是电货车和面包车领域的市场领导者，也是最了解这些客户需求的人。如果他想要为硅谷设计一个网络皮卡，那还好说。但我擅长设计卡车，了解如何设计卡车。欢迎来到“电气化” (Electrified) 节目，我是主持人Dylan Loomis。在这里，我想快速感谢我的最新赞助者Tony A和Chris C，感谢你们选择支持本频道。
Earlier today, Herbert from Brader actually broke this news as far as I can tell finding this German source, essentially saying that Tesla isn't talks to buy this inductive charging company called Wifurian. According to documents, it says, Wifurian shareholders intend to sell their shares in the company to Tesla International BV by means of a purchase agreement. Of course, Tesla International BV just a Tesla subsidiary in the Netherlands.
今天早些时候，从我的了解来看，来自Brader的Herbert实际上通过发现这个德国消息源公布了这一消息，基本上说Tesla正在与一家名为Wifurian的无线充电公司进行收购谈判。根据文件，Wifurian的股东打算通过购买协议将其股份出售给荷兰的特斯拉子公司Tesla International BV。当然，Tesla International BV只是特斯拉在荷兰的子公司。
You may remember Drive Tesla Canada reported last year that Tesla had an internal project Garfield that sources confirm to DTC, which is a project focused on the development of wireless vehicle charging. And at investor day, Tesla snuck in this image that just happened to have this wireless induction mat in an image, but they didn't really actually talk about it.
Drive Tesla Canada曾在去年报道称特斯拉内部有一个名为Garfield的项目，据DTC确认，该项目专注于开发无线车辆充电技术。在投资者日活动中，特斯拉偷偷插入了一张图片，图片中刚好有一个无线感应垫，但他们并没有真正谈论它。
Before we go any further, now seems like a good time to remind you that this isn't necessarily a done deal. Herbert did say that he had a source confirm that it was a done deal, but I would just say, let's wait for official confirmation. But if this proves to be true, that just tells us that Wifurian has something special that Tesla wants for themselves.
在我们继续讨论之前，现在似乎是一个好时机提醒你，这并不一定是一项成交的交易。赫伯特确实说过他有消息源证实交易完成了，但我建议我们等待官方确认。但如果这被证明是真实的，那就告诉我们Wifurian有一些特殊的东西，特斯拉想要为自己所用。
On Wifurian's website, you'll see their contactless inductive charging system for driverless transport vehicles or AGVs, which is an automated guided vehicle, one of these, and they continue robots, maybe optimists and industrial trucks in industrial environments. And yes, Wifurian has battery types available for 48 volts, Tesla's next gen system.
在Wifurian的网站上，您将看到他们的无接触感应充电系统，用于无人驾驶运输车辆或AGV，这是自动导引车辆之一，并继续在工业环境中使用机器人、可能是优化器和工业卡车。是的，Wifurian提供了48伏特的电池类型，这是特斯拉的下一代系统。
It's been a while since we've seen an acquisition from Tesla, but until this is confirmed to be true, I'll withhold diving in any further, but definitely something to watch. And for whatever it's worth, last time we got an update on Project Garfield, they were saying that Tesla's internal testing had charging rates that were better than a mobile connector and starting to rival a wall connector.
自从特斯拉进行了收购以来已经有一段时间了，但在这个消息被证实之前，我会持有观望态度，但这绝对是值得关注的事情。另外，据最近更新的加菲尔德计划，特斯拉的内部测试显示充电速度已经超过了移动连接器，并开始与壁式连接器媲美。
We have Tesla urging the Biden administration to finalize significantly stricter heavy duty emissions limits then proposed in April, arguing larger vehicles are being electrified much faster than envisioned. Tesla is saying that the EPA's proposal didn't go far enough and it should be as stringent as California's truck emissions regulations and eliminate credits that make it easier to comply.
特斯拉敦促拜登政府最终制定比四月份提议更严格的重型车辆排放限制，认为较大的车辆正以比预期更快的速度电气化。特斯拉表示，美国环保署的提议还不够，应像加州的卡车排放规定一样严格，并取消使其更容易符合要求的信用。
Tesla said the EPA should actively embrace a more rapid transition to battery electric vehicles, saying that the time to do so is now. In response, the EPA said it plans to post a response to all comments that have been received. And it's through these conversations that we learned Tesla is still internally targeting that 50,000 production number for the Tesla Semi, again with higher volumes expected late in 2024.
特斯拉表示，美国环境保护署应积极转向电池电动汽车，因为现在是这样做的时候。作为回应，美国环保署表示，计划对收到的所有评论做出回应。通过这些对话，我们得知特斯拉仍在内部计划向制造50,000辆特斯拉半挂车迈进，而且预计在2024年末会有更高的产量。
Naturally, on the other side, you have the American Trucking Association saying the EPA proposal is too aggressive and relies on technology that is at early stage, lacks the real world demonstrated maturity compared to proven ice technology. In case you forgot what those California regulations were, they're looking to end sales of ice trucks by 2036.
另一方面，美国货车协会表示EPA的建议过于激进，依赖于处于早期阶段的技术，与经过验证的传统燃油汽车技术相比缺乏真实世界的成熟性。如果你忘记了加州的规定，它们计划在2036年停止销售传统燃油卡车。
In case you've been checking the Tesla inventory tracker by Matt Jung and seeing these drops in the Model 3 and X, just wanna say slow down a little bit. Long story short, the way that Matt was scraping this data from Tesla may not be an option going forward, so right now as we speak, he's trying to work this out. And just a heads up, as of tomorrow, the 22nd, he does plan to take all of the charts down until he can have more confidence in the data.
如果您一直在查看Matt Jung的特斯拉库存追踪器，并看到了Model 3和X的下降，只想说请放慢一点速度。长话短说，Matt从特斯拉抓取数据的方式可能无法继续，因此现在他正在努力解决这个问题。另外提醒一下，从明天22日起，他计划将所有图表删除，直到他对数据有更大的信心。
With this one, Texas could be paving the way and serving as a catalyst of sorts for other states and hopefully eventually the nation at scale. Texas just said it's going to require EV charging companies to include both, Tesla's NACS connector and CCS, if they want to get some of the federal money that Texas is getting, because remember, that federal money flows through the states to be divvied out at that level.
通过这种做法，德克萨斯州可能会为其他州和希望最终在国家范围内推广的地区铺平道路，成为某种催化剂。德克萨斯州刚刚表示，如果充电公司想获得德克萨斯州获得的联邦资金，就必须包含特斯拉的NACS连接器和CCS，因为请记住，这些联邦资金通过州流动并在该水平上分配。
And the Texas Department of Transportation admitted that the recent announcements from Ford, GM, Rivian, and everybody else have changed their plans for their phase one of its rollout. And one industry insider said, Texas's decision will put a ton of pressure on other states to adopt Tesla's NACS. It'll effectively make the NACS the new charging standard.
得克萨斯州交通部门承认，福特、通用汽车、瑞弗恩及其他公司近期的公告改变了他们在第一阶段推出的计划。一位业内人士表示，得克萨斯州的决定将给其他州施加很大压力，让他们采用特斯拉的NACS（新能源车充电站）技术，从而有效地将NACS成为新的充电标准。
And I think you can take it as a positive sign that the federal highway administration just said that they're acknowledging the industry is changing rapidly. A spokesperson from the highway administration said our technical experts are having active conversations with automakers, charger manufacturers, and standard setting bodies to ensure that federal investment continues to support a reliable, convenient, and user-friendly charging experience for all drivers.
我认为你可以把这看作一个积极的信号，由于联邦公路管理局表示他们认识到汽车产业正在快速变化。一位公路管理局发言人说，我们的技术专家正在积极与汽车制造商、充电器制造商和标准制定机构进行交流，以确保联邦投资持续支持所有驾驶员可靠、方便和用户友好的充电体验。
So hopefully these conversations translate into the federal money, dropping the requirement to have CCS connectors at these stations. At least one other state is considering giving applicants bonus points on applications if they include the Tesla charging port.
希望这些谈话能够转化为联邦资金，放弃在这些站点要求安装 CCS 连接器的要求。至少有一个州正在考虑在申请中如果包括特斯拉充电口，则给予申请者奖励积分。
Also remember, these deals with Ford, GM, and Rydian are all for 12,000 of Tesla's supercharger locations, whereas the latest public number that we can find is Tesla has around 21,000 supercharger stalls in the United States. So at least for now, these non-Tesla companies will not have access to all of Tesla's supercharger locations.
请记住，这些与福特、通用和利迪安的交易都是针对特斯拉的12,000个超级充电站位置，而我们能够找到的最新公开数字是特斯拉在美国有约21,000个超级充电马车槽。因此，至少目前，这些非特斯拉公司将无法访问所有特斯拉的超级充电站位置。
On Twitter, Holmars was saying how impressed he was with Tesla's FSD beta 11.4.4 in early testing, to which Elon said, they're actually much more than point releases, but the team is reserving 11.420 for the big one. And that's it, that's all we get, so talk about a cliffhanger.
在Twitter上，Holmars评论了他对特斯拉的FSD beta 11.4.4早期测试的印象，而Elon表示，它们实际上远不止是点发布版本，团队正在将11.420保留给大版本。这就是我们得到的全部信息，这就是一个悬念。
I just want to consolidate all of the comments we got from Elon about India. He said he's incredibly excited about the future of India and that India has more promise than any large country in the world. He said, Modi really cares about India and is pushing Tesla to make significant investments, which is something Tesla intends to do, they're just figuring out the right timing.
我想总结一下埃隆关于印度的所有评论。他说他对印度的未来感到非常兴奋，认为印度比世界上任何其他大国都更有前途。他说莫迪真的非常关心印度，并促使特斯拉进行重大投资，这是特斯拉打算做的事情，只是还要找到合适的时机。
Elon is confident Tesla will be in India and will do so as fast as humanly possible. Hopefully they will announce something in the not too distant future. Elon said it's quite likely there will be a significant investment and relationship with India in the future.
埃隆相信特斯拉将会进入印度市场，并尽可能地快速实现这一目标。希望他们不久的将来能够宣布一些消息。埃隆表示，未来很可能会在印度进行重大投资并建立联系。
Said overall it was a fantastic meeting and. I like it quite a lot. He visited our free one factory several years ago. And so we've not known each other for a while. I am a fan of Modi, so I have to say that.
他说整个会议非常棒，他非常喜欢。他几年前参观了我们的一个工厂，我们已经认识了一段时间。我是莫迪的粉丝，所以我必须说。
Elon mentioned opportunity in India for all three pillars of the sustainable economy. No surprise, solar and wind, energy generation. India is great for solar. Pair that with battery energy storage and then electric vehicles to round it out. And Elon said that strategy is a lower cost way to go.
埃隆提到了印度在可持续经济三个支柱中的机遇。这三个支柱分别是太阳能和风能的能源生成及电动汽车。印度非常适合发展太阳能，并将其配合电池储能以及电动汽车，以形成完整的产业链。埃隆认为这一战略可以以更低的成本实现。
He said hopefully he's looking forward to bringing Starlink to India as well for remote and rural villages. Elon does plan to tentatively visit India again in 2024.
他希望能够将Starlink引入印度的偏远和农村村庄中。埃隆打算在2024年再次拜访印度。
And a shock reminded us that it's been his secret ambition to make Tesla FSD so good that it works as well as a local driver even in India, which will then prove unequivocally that we have achieved AGI.
一次震惊提醒我们，其实特斯拉全自动驾驶的秘密愿望是能使其在印度等地区表现得和当地司机一样出色，这将无疑证明我们已经实现了强人工智能。
A few things I wanna get out there about India. I've seen a lot of people commenting about India and their prospects while looking in their rear view mirror. I think this deal is one that is much more focused on the future and the potential, not necessarily what India has right now. To that point, Elon and Tesla are problem solvers. And on India's side, they have a real need for reliable and sustainable energy. So seems like a perfect match.
我想说几句印度的事情。我看到很多人在回顾印度的前景时发表评论。我认为这笔交易更关注印度未来的潜力和可能性，而不是印度现有的情况。在这点上，埃隆·马斯克和特斯拉是问题解决者。在印度方面，他们需要可靠和可持续的能源，所以这似乎是一个完美的匹配。
So honestly, no matter what happens on the automotive side, the Tesla energy opportunity in India is massive. And when it comes to Elon not planning to visit until next year, it would make sense to me that before Tesla would announce a gigafactory in India that Elon may want to actually make that trip. So potentially this is not the next gigafactory to be announced, the one that we're all expecting later this year. But of course, even if that's the case, by all of these comments, it seems like it's just a matter of time.
说实话，无论汽车方面发生什么，特斯拉在印度的能源机会都是巨大的。关于埃隆不计划在明年之前访问印度，我认为在特斯拉宣布设立印度工厂之前，埃隆可能会想要实际进行此次访问。因此，这可能不是我们所有人都期望在今年晚些时候宣布的下一家超级工厂。但是，无论如何，通过所有这些评论，看起来只是时间的问题。
And to everyone out there saying how India has such a lack of infrastructure, I would just push back on that one a little bit. Remember, having a clean slate is not always a bad thing. Think about Tesla not having all of the legacy OEM baggage. There's an advantage there.
对于那些认为印度基础设施匮乏的人，我想稍稍反驳一下。记住，拥有一块“白纸”并不总是一件坏事。想想特斯拉没有所有传统汽车制造商的包袱，这里就有优势了。
So when you have that type of blueprint to start with in a country, you might be able to do some pretty cool things. And don't forget, India is the most populous country in the world with over 1 billion people there. So sure, while some pockets in some areas may not be ready for Tesla's luxury vehicles, there are going to be some other pockets that are.
因此，当你在一个国家有这种蓝图可以开始操作时，你可能会做一些很酷的事情。而且别忘了，印度是世界上人口最多的国家，拥有超过10亿人口。因此，当一些区域中的部分人口可能还不准备好拥有特斯拉的豪华车辆时，其他区域中会有人准备好。
And yes, I'm aware that even though India is number three in terms of the largest car markets in the world, according to 2022 data, I know a lot of these aren't traditional vehicles like we're used to here in the States, but if Tesla enters this market in a few years with a $25,000 electric vehicle, things may be a little different.
是的，我知道尽管印度是世界上最大的汽车市场之一，根据2022年的数据，但很多汽车并不像我们在这里习惯的传统汽车那样。但是，如果特斯拉在未来几年推出一款售价25000美元的电动汽车进入这个市场，情况可能会有所不同。
We get the 2023 version of cars.com's American Made Index, which goes through five criteria, assembly location, parts content, engine origin, transmission origin, and US manufacturing workforce. Cars.com vetted 388 vehicles to arrive at the top 100 that made the list. No surprise, but of course, great to see Tesla sweeps the top four rankings with the sexy lineup.
我们得到了2023年版cars.com的美国制造指数，这个指数是通过五个标准来评估的，包括组装地点、零部件含量、发动机来源、传动来源和美国制造业人员。Cars.com对388辆车进行了审核，最终确定了排名前100名的车辆。毫无疑问，不出所料，很高兴看到特斯拉在性感的车型阵容中占据了前四名。
As I was saying on Twitter, a lot of Americans still think that Ford and GM's Chevy brand are still the American companies to root for, because over the years they've had slogans like Ford's built for America and Chevy's an American Revolution. But looking at the top 12, what don't you see? Ford or Chevy. You have to go all the way down to number 19 to find the first Chevy vehicle, the Corvette. And the first Ford vehicle is all the way down at number 38, the F-150 Lightning.
就如我在Twitter上说的那样，许多美国人仍然认为福特和通用汽车的雪佛兰品牌是值得支持的美国公司，因为多年来它们一直有“福特为美国制造”和“雪佛兰是美国革命”的口号。但是看看排名前12的车型，你看不到什么？没有福特或雪佛兰。你得一直往下看到排名第19的车型才能找到第一个雪佛兰车型，那就是科尔维特。而第一个福特车型则一直排到第38位，那就是F-150闪电版。
I don't think our group here really needs to spend much time here, but this is something that is great for the general public to see. So maybe think about bookmarking this one and sharing with family and friends as it comes up in conversation.
我认为我们这里的小组不需要花太多时间在这里，但这对于普通大众来说是很棒的。因此，可能可以考虑将其加入书签，并在谈话中与家人和朋友分享。
Just for comparison, here's the top 15 from 2022. The Model Y and three were numbers one and two, but the Lincoln Corsair and Honda Passport actually edged out the Model S and X.
仅供比较，以下是2022年前15名车型。Model Y和3位居榜首和第二，但林肯飞翼和本田护照实际上超过了Model S和X。
意思是说，这是车型排名榜单，2022年排名前15名的车型中，Model Y和3位列第一和第二，而林肯飞翼和本田护照则超过了Model S和X。
On the Tesla configurator, there's now a dropdown for credit rating. You can put in your credit score and it'll kick out an estimated APR percentage. We've talked about this one in the past, but sounds like it's finally official.
在特斯拉配置器上，现在有一个下拉菜单选择信用评级。您可以输入您的信用分数，它会输出预估的年利率百分比。我们在过去讨论过这个话题，但现在看来它已经正式实施了。
The Chinese government has unveiled $72 billion in tax breaks and incentives over a four year period for electric vehicles. Many of these bought in 2024 and 2025 will be exempt from the purchase tax, but there is a cap this time around. That cap is $4,170 per vehicle. The exemption will be halved and capped at half of that amount for purchases in 2026 and 2027. These incentives will be for full battery electric vehicles as well as fuel cell and plug-in hybrids as well.
中国政府计划在未来四年内为电动汽车提供720亿美元的税收减免和优惠。到2024年和2025年购买的很多电动汽车将免征购置税，但这一次有一个上限。该上限为每辆车4170美元。到2026年和2027年购买的车辆免税额度将减半，上限为该金额的一半。这些奖励适用于全电池电动车、燃料电池电动车和插电式混合动力车。
In China, the standard purchase tax amount is 10% and this was expected to expire at the end of this year, but of course it's now been extended. The takeaway is the Chinese government clearly not confident in the footing that the economy is on right now and they're not ready to let this industry run on its own merits just yet, but that just means Tesla will continue to benefit.
在中国，标准的购置税率是10%，本来预计将在今年年底到期，但当然现在已经被延长了。重点是中国政府显然对当前经济的基础不太有信心，他们还不准备让这个行业自行发展，但这只意味着特斯拉将继续受益。
I have no problem being opportunistic when it comes to advantaging my customers and EV adoption really does come down to when we go into the mainstream, charging infrastructure when you're on a road trip and we really like the locations and the reliability of their network. We have the largest charging network already before Tesla, but putting 12,000 fast chargers on the network on your Ford Pass app with your lightning is gonna be even better for customers.
就优惠顾客和推广电动汽车而言，我没有机会主义问题。电动汽车的普及归根结底取决于我们何时走进主流市场，以及道路旅行时的充电基础设施。我们非常喜欢其充电网络的位置和可靠性。我们已经拥有比特斯拉更大的充电网络，但在您的“福特通行证”应用程序上增加12,000个快速充电器将更好地为顾客服务。
So our team didn't really hesitate because it's good for customers. And frankly, when you go to a charging station, it's a social experience. People don't realize it's a lot like gas stations in the 20s and people go, oh, that's a Ford. I thought everyone had to buy a Tesla. Look at that Mach-E charging over there. Maybe I should look into that car.
所以我们的团队没有犹豫，因为这对客户很有好处。坦白地说，当你去充电站时，这是一种社交体验。人们没有意识到它很像20年代的加油站，人们会说，哦，那是一辆福特。我以为每个人都必须买特斯拉。看那台移动式电池电动车正在那里充电。也许我应该考虑一下那辆车。
Well, you sound like it's a Trojan horse, but it's a dumb, you're dealing with a guy, a messianic figure. You saw that in the interview with the consumer. Yes, yes, yes. I mean, it's zero sum. He thinks you as an internal combustion engine company that's trying to do something EV. Is he respecting in the talks? Did he respect? I think he is respectful, but more because of Henry Ford than Jim Farley.
看起来您认为这是个特洛伊木马，但实际上您与一个救世主般的人打交道。您在与消费者的采访中也看到了他的特质。他认为您是一家内燃机公司，试图做电动汽车，所以是个零和游戏。他对谈判中的您是否尊重？我认为他是尊重的，但更多是因为亨利·福特而不是吉姆·法莱。
And you know, okay, but the reality is America loves an underdog. And we are the market leader for EV trucks in vans. And we know those customers better than anyone. And if he wants to design a cyber truck for Silicon Valley, people find. But I designed a truck and I know how to design a truck.
你知道的，虽然如此，现实是美国喜欢支持弱者。我们是电动卡车和厢式车的市场领导者。我们比任何人都更了解我们的客户。如果他想要为硅谷设计一辆赛博卡车，那也行。但是我已经设计了一辆卡车，我知道如何设计一辆卡车。
And because CNBC did CNBC things cutting off that interview what Farley was about to say, talking about the cyber truck, it's like a cool high-end product parked in front of a hotel. But I don't make trucks like that.
由于CNBC在Farley谈论Cyber Truck时切断了采访，这就是CNBC一贯的做法。他想要说的是，这款Cyber Truck就像一辆停在宾馆门前的高端产品，非常酷。但我会不会制造这样的卡车。
I make trucks for real people who do real work and that's a different kind of truck. Farley said Ford is determined to keep the majority of its production in North America, despite upcoming negotiations with the UAW. And he said, we'll see what happens. But the reality is we have always been in America at our company. We believe in American made, people will pay for that American technology.
我制造的卡车是为真正做实事的人设计的，这是一种与众不同的卡车。法雷表示，尽管即将面临与美国汽车工人联合会的谈判，福特决心保持其大部分生产在北美地区。他说我们将看看会发生什么。但现实是，我们的公司一直都在美国。我们相信美国制造，人们会为这种美国技术付费。
Look, maybe these comments were just some media marketing, a little friendly rivalry perhaps. But if you read between the lines, it seems like Farley is maybe sick of being asked about Tesla, maybe starting to feel like Elon doesn't respect him as much. And really, like he said, respects more Henry Ford from the past.
看，也许这些评论只是媒体营销的一些小友好竞争罢了。但是如果你读懂其中的真正含义，似乎Farley可能已经厌烦了被问及特斯拉的问题，也许开始感觉埃隆不再像以前那样尊重他。而且，正如他所说，他更尊重过去的亨利·福特。
You guys know I'm a fan of Farley, but not so much a fan of these comments, especially right after Tesla just extends you a lifeline for the supercharging network, now to TalksMac on the cyber truck. Not a great look in my book, but what do you think?
你们知道我是Farley的粉丝，但我不太喜欢这些评论，尤其是在特斯拉刚刚为你们的超级充电网络提供了救命稻草后，现在又在TalksMac上谈论Cyber Truck。在我看来，这不是一个很好的表现，你们觉得呢？
You can find me on Twitter at Dylan Loomis22. Hope you guys have a wonderful day. Please like the video if you did, and a huge thank you to all of my Patreon supporters. music.
你可以在Twitter上找到我，账号是Dylan Loomis22。希望你们有美好的一天。如果你喜欢这个视频，请点赞。同时，非常感谢所有的赞助者支持我的创作。音乐。