Musk Reveals xAI - Will Work With Tesla, Cybertruck Bodies, Production Details

Hey everybody Rob Maer here and today we've got some pretty exciting stuff to talk about as Elon Musk has officially unveiled or revealed X.AI, or I guess just X.AI now. We'll talk about that and some of the ties that that may have to Tesla. Then we've also got some news on text credits, news on production, updates on Cybertruck, and a few other items as well.

大家好，我是罗布·迈尔。今天我们有一些非常令人兴奋的事情要讨论，因为埃隆·马斯克正式公布了X.AI，或者现在似乎只是X.AI了。我们将讨论这一点，以及它可能与特斯拉有的一些联系。还有一些有关短信积分、生产方面的新闻，以及关于Cybertruck的最新消息，还有一些其他内容。

Alright, looking at the stock, Tesla today up 8-10% of a percent, slightly underperforming again the NASDAQ up 1.1% but closing at $271.99 on the day today as we are now one week out from the Q2 earnings report. We'll quickly look at the CPI which came out this morning, the consumer price index, so it was a little bit below expectations, probably a tenth of a percent or so across the various different metrics which is nice to see.

好的，看看股票，特斯拉今天上涨了8-10%，略微表现不佳，纳斯达克上涨了1.1%，但收盘价为271.99美元，因为距离第二季度盈利报告只剩下一周的时间。我们很快来看一下今天早晨发布的CPI（消费者物价指数），结果略低于预期，各个指标大约低了十个基点左右，这很不错。

So just a 3% increase year over year for the headline number which was driven down by significant declines in energy year over year, so if we look at core year over year, it's a little bit stickier, still a decline from last month but up 5.3% over, this happened to me last time. This is still last month's number. There we go, now it's updated. Yeah, so 4.8% I knew that was off. 4.8% increase year over year so down from 5.3% last month. And then if we look at the month over month comparisons, these are the correct months, 0.2% increase on the core, so although a little bit stickier on the year over year comparison, in a pretty reasonable range month over month and still I think the lowest month of a month increase that we've seen sends back in looks like September of last year, so a little bit of progress there. And then for headline month over month also a 0.2% increase. So all said, I think pretty good news from the CPI reports and we'll look out for the PPI report tomorrow.

所以，头条数据同比仅增长了3％，主要是因为能源同比大幅下降，因此如果我们看核心同比数据，增长略有回升，但与上个月相比仍然下降，但同比增长了5.3％，这上次也发生过。这仍然是上个月的数据。我们等一下，现在更新了。是的，4.8％，我就知道差了。同比增长4.8％，所以比上个月的5.3％下降。然后，如果我们看同比月度比较，这些是正确的月份，核心指数增长了0.2％，所以虽然从同比角度看有一些增长，但从月度角度来看，处于一个相当合理的范围，并且仍然是我们看到的最低月度增幅，看起来是去年9月份，有一点进展。然后，头条同比月度也增长了0.2％。总的来说，我认为CPI报告中的消息相当不错，我们将关注明天的PPI报告。

All right, so kind of the big news for today, Elon Musk has officially unveiled slash launched XAI. Interesting timing on the unveiling here, July 12th, 2023, which would be expressed in American date format of 7.1223, which adds up to 42. Of course, the Chiker Guide to the Galaxy, you know, answer and then what is the question? So the goal of XAI, which sort of framed up by that, is to understand the true nature of the universe as stated here on their website. They're also going to give a little bit more information and allow people to ask questions about XAI on a Twitter Spaces on Friday.

好的，今天的重要消息是，埃隆·马斯克正式揭示并推出了XAI。揭示的时间点很有意思，是2023年7月12日，以美国日期格式表示为7.1223，加起来是42。当然，这和《银河系漫游指南》有关，你知道，答案是什么问题？因此，XAI的目标就是要理解宇宙的真正本质，正如他们在官网上所说的那样。他们还将在周五的Twitter Spaces上提供更多关于XAI的信息，并允许人们提问。

Elon did do another Twitter Spaces today, which we'll briefly talk about discussing some things about AI in general, but it didn't seem to be quite as focused on the company like this Twitter Spaces might be in a couple of days. So they did share a little bit about the team. You can read some of those things there and see the team members about a dozen people right now that are listed and they are of course recruiting as us companies tend to do. So I'm sure they got a lot of applications today, but in relation to the other companies, XAI says that we are a separate company from XCorp, but we'll work closely with X or Twitter, Tesla and other companies to make progress towards our mission. So obviously with anything like this, when another company starts up and whether it's Twitter, not a startup, but that Elon is putting resources towards and there's always been the drama about Tesla employees helping out with Twitter things during that period of time. I think there's probably similar questions that would come from XAI here and obviously Tesla, as Elon has said, is going to be a major player in the AI space as well.

埃隆今天又在Twitter Spaces上发表了一次讲话，我们会简要谈论一些关于人工智能的事情，但似乎与这次的Twitter Spaces相比，他对公司的关注度没有那么高。所以他们只透露了一些关于团队的信息。你可以在那里阅读到一些相关内容，并了解到现在列出的约十几个团队成员，当然他们正在招聘。因此，我相信他们今天肯定收到了很多应聘申请，但与其他公司相比，XAI表示我们是XCorp的一个独立公司，但我们将与X、Twitter、特斯拉和其他公司紧密合作，共同推进我们的使命。显然，当另一个公司启动并且埃隆投入资源，并且在这段时间内一直有特斯拉员工帮助Twitter的争议时，类似的问题肯定也会出现在XAI这里。正如埃隆所说，特斯拉在人工智能领域也将成为一家重要的参与者。

So would it make sense for this to just fall under Tesla perhaps, but it sounds like they're going to be working on different things than sort of real world AI, which would be where Tesla's focus primarily would be, but it's nice to see that they are going to work closely. And we have seen that collaboration be effective for Elon companies over a long period of time now with Tesla and SpaceX, where they're able to share knowledge and potentially even employees at times of need to make progress when the opportunity presents itself. So although it might initially seem like it's frustrating that this doesn't fall into Tesla, this being on its own will allow them to target different people from recruiting standpoint. And some of those people could eventually then make their way into either Tesla completely working there or partially making their way over to to help out during certain periods of time where Tesla maybe needs some help with some certain things that they know they've got the expertise there at XAI to help out with. So again, I think this is actually going to be pretty beneficial for Tesla to have that sort of cross pollination opportunity down the road.

这是否意味着它可能只属于特斯拉呢，但听起来他们会致力于与真实世界人工智能有所不同的事物，而特斯拉的重点主要是真实世界人工智能，但他们将密切合作是件好事。我们已经看到，埃隆·马斯克的公司之间的合作在很长一段时间内都是有效的，比如特斯拉和SpaceX，他们能够共享知识，甚至在需要的时候可能还会共享员工，以便在机会出现时取得进展。因此，尽管最初可能会感到沮丧，因为这不属于特斯拉，但独立存在将使他们能够从招聘角度吸引不同的人才。其中一些人最终可能会完全转向特斯拉工作，或者部分转向特斯拉，在特斯拉可能需要一些特定的帮助时，他们知道XAI拥有专业知识，可以提供帮助。所以再次，我认为这对于特斯拉来说实际上会非常有益，因为这样的交叉授粉机会在将来会有好处。

Here's the XAI Twitter, you can follow that it's just XAI, pretty simple, nice when you have the owner there of Twitter to get that handle for you. And then Elon did do a Twitter space again just talking about AI in general, so just got a couple of notes here.

这是XAI的Twitter账号，你可以关注它，很简单，很方便，当你有Twitter的所有者在那里帮你拿到这个账号时，非常好。然后，埃隆再次进行了一个关于人工智能的Twitter空间讨论，这里有一些笔记。

He said XAI is essentially going to build slash grow an AI and what he says is a good way, or at least that's his hope. And he thinks the way to do that would be to maximally target curiosity or maximally incentivize curiosity as well as truth seeking. So that'll kind of be how they're setting the construct of what they're trying to build.

他说XAI本质上要构建和培养人工智能，这是一种很好的方式，至少他希望如此。他认为实现这一目标的方法是最大程度地培养好奇心和对真相的追求，最大化激励好奇心。所以这将成为他们构建目标的基础。

And then he said that, you know, he believes that an AI that's developed in that way for maximum curiosity should be pro humanity just because it's more interesting. He gave the example of Mars, there's not really much going on there. And and humans certainly make Earth a little bit more interesting relative to that comparison. So he hopes that one that is curious would be incentivized strongly to keep humans around, which I think kind of makes sense. But obviously no telling.

然后他说，你知道的，他相信以最大好奇心开发的人工智能应该为人类而存在，因为这样更有趣。他举了火星的例子，那里没有太多值得关注的事情。相对而言，人类无疑使地球变得更有趣。所以他希望一个具有好奇心的人工智能会被强烈激励来保留人类的存在，我觉得这有点有道理。但显然无法预测未来。

And then just kind of general things that he brought up, he said that the, you know, they started to get into conversation about AI regulation and that kind of led into China and Elon's recent discussions with China. And that led into a more general conversation about some of the risks down the road from here.

然后他提到一些一般性的事情，他说他们开始讨论人工智能的监管问题，然后引申至中国和埃隆最近与中国的讨论。这又引发了一个更广泛的对未来可能出现的风险的谈话。

He said that the most concerning thing, probably over the next three years or so would be the situation between China and Taiwan and how that gets resolved. So Elon does view that as a pretty significant risk, which obviously there's been a lot of discussion on that and will continue to be. But interesting to hear his point of view on that so candidly.

他说，最令人担忧的事情可能是在接下来的三年左右，中台关系以及如何解决这个问题。因此，埃隆认为这是一个相当重要的风险，显然这个问题已经引起了很多讨论，并且将继续讨论。但是，听到他如此坦率地表达自己的观点确实很有趣。

And then he said probably in the five to six year time frame timeframe, super AI digital super intelligence, probably the next biggest concern. So we don't need to go too deep into that at this point. But obviously a lot of different ways that that can play out.

然后他说，大概在五到六年的时间范围内，超级人工智能数字超级智能可能会成为下一个最大的担忧。所以目前我们不需要深入探讨这个问题。但显然，这可能以很多不同的方式发展。

Alright, so moving on from X AI for now, although we'll continue to talk about it. We do have an update here. I'm not sure who was the original poster on this, but Patrick Connell sharing a photo of some cyber truck bodies at Giga Texas, presumably, where we can see pretty much the full setup here of the body and white. You can see the giant rear castings massive front castings. It looks like up here as well. And then of course, the rest of the frame, which would be comprised probably of stamped materials. So pretty cool to see, you know, more than one of these at a time and see them sort of pieced together. And again, I think we're continuing to make pretty good progress from all the visible signs externally that we can see for cyber truck, hopefully this quarter.

好的，暂时离开X AI的话题，虽然我们还会继续讨论。但我们有个新消息。不确定谁最早发布的，但帕特里克·康奈尔分享了一张在德克萨斯州超级工厂（Giga Texas）拍摄的一些Cybertruck车身照片，我们可以在照片中看到车身和车漆的完整设置。可以看到巨大的后部铸件和前部铸件，也可以看到其他部位，这些可能是由压制材料组成的车架。很酷的是一次看到了不止一台车，并且可以看到它们被逐步组装起来。从我们能够从外部看到的所有迹象来看，Cybertruck的进展还是相当顺利的，希望在本季度内会有更多可见的进展。

Alright, let's move on to China production data. So we did get this overnight. And pretty interesting stuff here. So if we look at the July production numbers, it was 80,365 vehicles produced by Tesla. But most interestingly was the Model 3 production numbers, which was 27,440.

好的，我们来看一下中国的生产数据。我们昨晚得到了这个数据，非常有趣。如果我们看七月的生产数量，特斯拉共生产了80,365辆车。但最有趣的是Model 3的生产数量，达到了27,440辆。

So we had of course those rumors that, you know, Tesla was stopping Model 3 production early in June to make improvements for Highland. And pretty clearly that didn't happen unless it was just a very, very short period of time that they stopped Model 3 production for, because 27,000 actually higher than last month, and probably higher than the average over the last six to nine months.

所以我们当然听到了那些传闻，你知道的，特斯拉要在6月初停止Model 3生产，以进行对Highland的改进。很明显，事实并非如此，除非他们只是停产了一个非常短的时间，因为实际上的生产量达到了27000辆，比上个月多，也可能比过去六到九个月的平均水平更高。

So there really doesn't seem to be any significant downtime for the Model 3 in June. That could mean that we're coming up on more significant downtime since presumably not a lot of that retooling maybe has happened yet. And what it also could mean is that we are likely seeing lower production numbers from Berlin and Texas, then a forecast which had some downtime here for the Model 3 in June in Shanghai would have yielded because if this was something closer to zero, then that would leave, you know, 25,000 vehicles that would have had to come from somewhere else. And presumably those would have come from Texas and Berlin. So it's actually a little bit disappointing on that hand that this number is coming in higher, although it's nice to see strong production from Shanghai.

所以在6月份，Model 3似乎并没有任何显著的停工时间。这可能意味着我们可能会在接下来经历更多显著的停工时间，因为预计目前很少进行改造。同时，这也可能意味着柏林和得克萨斯的产量可能比预期更低，因为如果上海在6月份的停工时间接近于零，那么就需要从其他地方生产出25,000辆车。预计这些车辆可能来自得克萨斯和柏林。所以从这个角度来看，这个数字更高实际上有点令人失望，尽管上海产量的增长很好。

I would have preferred to see these units being produced by Berlin and Texas because it would mean that they're further advanced in the ramp, which is obviously going to yield higher production figures if you extrapolate from that. So we'll have to go back and kind of do a little bit, a little bit of math on how that shakes out for Berlin and Texas, but it would be a little bit lower than what we thought maybe initially with the Q2 delivery and production report.

我本来更希望看到这些单位是由柏林和德克萨斯生产的，因为这意味着它们在扩产方面更为先进，这显然会导致更高的生产数字，如果基于这一点做推测的话。因此，我们将不得不回过头来对柏林和德克萨斯的情况进行一些计算，但可能会比我们最初在第二季度交付和生产报告中所预期的要低一点。

Now one final note on this, a little bit more positive. Since there were this many Model 3s produced and we did still see a pretty massive drain in inventory towards the end of this quarter, where you can see wholesale sales, including exports, but wholesale sales outpacing production by about 13,300 vehicles. With that being the case, with Model 3 production being pretty much normal throughout this month, I think it speaks a little bit more positively to the sales figures because if this had just been no Model 3 production and then we still saw these Model 3 sales, it would have been reasonable to be draining that inventory. But the fact that we're still seeing inventory decline while production was up and running, I think is a pretty positive sign for demand for the Model 3. I don't think I explained that super well, but hopefully that point comes across at least a little bit. If you have questions on that, just ask me in the comments.

现在对这个问题的最后一点说明，稍微积极一些。鉴于Model 3的生产数量如此之多，我们在本季末仍然看到了库存的相当大的减少，其中批发销售（包括出口）超过了生产13,300辆车。考虑到这一点，由于整个月Model 3的生产情况基本正常，我认为这对销售数据来说更有积极的意义，因为如果没有Model 3的生产，我们仍然能看到这些Model 3的销售额，那么库存的减少将是合理的。但是事实上，当生产正在进行时，我们仍然看到库存的下降，我认为这对于Model 3的需求是一个相当积极的信号。我没有很好地解释这个观点，但希望至少能传达一点。如果对此有疑问，请在评论中提问。

Another milestone for Shanghai, they did produce their 1 millionth Model Y vehicle today. An awesome milestone. If we go back and we look, I don't have it all shown here, but Model Y production started, I think late Q4 2019, but really an earnest in Q1 of 2020. So really now we're what, two, three years in for them to have already produced their 1 millionth vehicle, just a pretty incredible pace of progress on that ramp, obviously. And if we look at the lifetime production, I think through June, it's somewhere in the 980,000 ballpark. It's a little bit unclear on that, you know, Q4 2019 production. Actually, sorry, I think I'm one year off on that. I think it was Q4 2020 and then going into 2021 was when it's so just push those comments forward one year. But with that being the case, I think so far, it was around 980,000 produced, which would maybe mean 20,000 produced so far in the first, you know, 12 days of Q3, which would be roughly in line with their pace, maybe a little bit better than the pace of production that we have seen so far. So it doesn't tell us a whole lot, but just kind of shows that they've had solid production here in the first part of the month.

上海又迈向了一个里程碑，今天他们发布了第一百万辆Model Y汽车。这是一个令人惊叹的里程碑。回顾一下，虽然我这里没有展示全部情况，但Model Y的生产始于2019年第四季度，但真正认真投入是在2020年第一季度。所以现在我们已经过了两三年时间，他们已经生产了一百万辆车，这在生产速度上实在是非常了不起。如果我们看一下截至6月的累计产量，大约在98万辆左右。对于2019年第四季度的生产情况还有一点不太清楚，实际上，抱歉，我觉得我记错了一年，我觉得应该是2020年第四季度，然后进入2021年。所以，请将这些评论向前推一年。但是鉴于这种情况，我认为到目前为止，已经生产了大约98万辆，这可能意味着在第三季度的前12天里已经生产了2万辆左右，这大致与他们迄今为止的生产速度相符，甚至有些超过。所以这并没有给我们带来太多信息，只是显示他们在本月初的生产情况非常稳定。

Alright, update here on Gigabro Lynn. So it looks like next week right on earnings day, the application documents for the expansion of Gigabro Lynn that we have previously talked about are going to be made public for public commentary, which of course is a pretty lengthy process, as we know, in Germany. So that's going to be published on the 19th, we should be able to kind of dig into those plans and see what Tesla is looking to do. Of course, the expectation is that these plans will be to double the capacity up to 1 million cars per year. So keep an eye out for that next week, although it may get lost a little bit in everything relating to earnings.

好的，现在来更新一下Gigabro Lynn的情况。看起来下周的收益日，我们之前谈论过的Gigabro Lynn扩建的申请文件将会公开，供公众评论，这当然是一个相当漫长的过程，正如我们所知，在德国有很长的过程。所以这将在19号发布，我们应该能够深入研究这些计划，看看特斯拉打算做什么。当然，预期这些计划将会将产能增加到每年100万辆汽车。所以下周请留意这一点，尽管它可能会在与收益相关的一切中被忽略。

Then on Tesla's website, we've got an update on the federal tax credit, no changes right now, but Tesla has changed the language in their little banner here to say that reductions to tax credits are likely after December 31st. So basically saying as we head into 2024, there are going to be some reductions to this full credit as those criteria for full credits get a little bit tougher on battery components and battery materials, you know, qualifications. So what's interesting here is that if we go to the Model 3 page, so this is the Model 3 just general page, this banner stays the same reductions to tax tax credit likely after December 31st. If we go to the order page, we see the same thing here where it is. Where did that go? There it is. I know I'm covering it here, but you can see reductions likely after December 31st on this Model 3 page. And then if we go over to Model Y, banner is different. It doesn't include that language. And then same thing here, that language is omitted. So whatever reductions that Tesla is expecting with this update seem to be focused on Model 3. Obviously, we've had a little bit of flip-flopping on that throughout the year. So not too surprising on that, but we'll see how that comes in.

然后在特斯拉的官网上，关于联邦税收抵免的更新出来了，目前没有任何改变，但特斯拉在这里的小横幅上改变了措辞，表示在12月31日之后很可能会减少税收抵免。所以基本上可以说，随着我们进入2024年，这个完全的抵免会有所减少，因为对电池组件和电池材料的标准会更加严格，对资格的要求会更高。有趣的是，如果我们进入Model 3的页面，也就是Model 3的普通页面，在这里的横幅上保持不变，“在2021年12月31日之后很可能会减少税收抵免”。如果我们进入订购页面，也是一样的情况，它在这里，“在2021年12月31日之后很可能会减少税收抵免”。然后如果我们转到Model Y，横幅是不同的，没有包含那种措辞。同样的情况也出现在这里，省略了那段话。所以根据这次更新，特斯拉预计的减少似乎是针对Model 3进行的。显然，在这一年里我们对此有些矛盾的说法，所以这并不令人太惊讶，但我们将会看到它的结果如何。

Also on tax credits, so the New Jersey tax credit program on EVs looks like it's been extended. I think they kind of reevaluate this each year. And I think they're going into the fourth year on this now. So there is going to continue to be a $4,000 tax credit in New Jersey for EVs under $45,000. And then for vehicles between $45,000 and $55,000, it's going to be a $1,500 credit. So pretty exciting. I mean, if we go back to the Model 3 order page here, you can see vehicles starting at about $40,000. You knock $11,500 off of that between a state credit and a federal tax credit. You're looking at a vehicle that starts under $29,000 that is a Tesla Model 3, which then you factor in gas savings and maintenance savings and things like that. If you're buying a car that is at all similar to the Model 3, it doesn't really make a lot of sense to buy much else, at least for a new vehicle. So pretty, pretty nice to see those incentives kind of stack up there in New Jersey and really make that value hard to really compete with with any other car.

关于税收抵免，新泽西州的电动车税收抵免计划似乎已经延长了。我认为他们每年都会对此进行重新评估。现在他们已经进入了第四年。因此，在新泽西州购买售价低于45,000美元的电动车将继续享受4,000美元的税收抵免。而对于售价在45,000美元至55,000美元之间的车辆，则为1,500美元的抵免。非常令人兴奋。如果我们回到Model 3的订购页面，你会发现售价大约为40,000美元的车辆。通过州抵免和联邦税收抵免，你可以减掉11,500美元。这样，你就可以获得售价低于29,000美元的特斯拉Model 3，考虑到省油和维护费用等方面的节省，如果你购买的车与Model 3相似，至少对于一辆新车来说，购买其他车型似乎不是一个很明智的选择。新泽西州给予的这些激励措施非常不错，真的让其他车辆很难与之竞争。

All right, a couple of quick things here. So not a Tesla app reporting that with a recent software update, Tesla has added the capability to control the windshield wipers with the editability of the steering wheel controls. So the quick wheels, you can now program those or edit those to be controllable for the wipers, which I think previously there was maybe a little bit of capability. And now it's fully capable to manage just from that, if you want to customize it in that way. So nice to see that update. Hopefully we'll become irrelevant with Tesla's, you know, actually go to Wiper update here coming soon with integrating surround video neural networks to the Wiper algorithms or, you know, neural networks control system.

好的，这里有几件事情需要快速说明一下。不是来自特斯拉应用程序的报道说，通过最新的软件更新，特斯拉现在增加了使用方向盘控制器来控制雨刷的功能。快速调节按钮现在可以编程或编辑成可以控制雨刷的功能了，我觉得之前可能只有一点点功能。现在完全可以通过这种方式来进行管理，如果您想以这种方式进行自定义的话。很高兴看到这个更新。希望随着特斯拉即将到来的雨刷更新，我们可以变得不那么重要了，比如将周围的视频神经网络整合到雨刷算法中，或者使用神经网络控制系统。

Okay, we've got another update here on the solar roof. So it looks like Tesla has settled a class action lawsuit relating to the solar roof price increases that we talked about a number of months ago, which not surprising these were pretty significant price increases that were sent out to customers that had already basically ordered. So although maybe not technically locked into an agreement, pretty much implied that they had secured their pricing. And then Tesla kind of went back and changed that. So the settlement only $6 million, not a huge hit. But probably what's most interesting is it gives us a little bit of information as a part of the court case on where the solar roof orders or customer, you know, placements at that point in time were. So according to Tesla, according to the court documents, there were 8,600 customers that were a part of the group affected by the price cut price hikes, resulting in about 6,300 cancellations, which is about a 70% cancellation rate very high. But these price increases were very significant at that time, if you recall those, you know, tens of thousands of dollars in many cases. And then it also says that Tesla completed about 1,650 of the solar roof contracts of this 8,600 at the original price. So I'm not sure the remaining group, I think there were like 400 people that were a part of the settlement. I'm not 100% clear on what the settlement ended up entailing versus just completing it at the original price. Seems like a fine outcome. But you know, for those, for those people, it'd be about, you know, 13,000 per person on average. But for Tesla, obviously a pretty small, small impact.

好的，我们在太阳能屋顶方面有另一个更新。看起来特斯拉已经解决了和太阳能屋顶价格上涨有关的集体诉讼，这是几个月前我们谈论过的，这些涨价是发送给已经下订单的客户。虽然可能还没有正式达成协议，但这几乎可以认为已经锁定了价格。然后特斯拉又做出了改变。这宗诉讼的和解只有600万美元，影响不大。但最有趣的可能是，文件显示了当时太阳能屋顶订单或客户的一些信息。根据特斯拉和法庭文件的说法，有8,600名客户受到了价格调整的影响，导致了约6,300个订单取消，取消率高达70%。但是当时这些价格涨幅非常大，如果你还记得的话，时常高达几万美元。文件还提到，在这8,600个订单中，特斯拉完成了大约1,650份太阳能屋顶合同，以原始价格。至于剩下的那部分订单，据我所知，大约还有400人属于和解范围，我还没有百分之百清楚和解的具体内容，是否只是按原始价格完成的。看起来是一个还不错的结果。但对那些人来说，平均每人可能需要支付1.3万美元。但对于特斯拉来说，影响相对较小。

All right, a couple of things to vote on. So the earnings questions for, or the say.com, saytechnologies.com earnings questions are now available. So probably unlikely that any new questions would make it to the top at this point. But you definitely can still go vote on the questions that have been submitted. And that will probably have an impact still these tend to change throughout the week leading up.

好的，有几个要投票的事情。因此，有关say.com或saytechnologies.com的收益问题现在已经可获取。所以现在可能不太可能有任何新问题进入前列。但是您仍然可以去投票已提交的问题。而且这很可能仍然会产生影响，因为在接下来的一周内这些问题往往会发生变化。

So definitely, you know, if you want to connect to say go and vote. I tried out to comment too much on these, but you know, the first question here, it's about FSD transferability. This question has probably been asked like five times. So hopefully we can get another question in there, at least another question that ends up at the top. Thrustrating on those end up being the same.

所以，你肯定知道，如果你想连接以投票。我尝试在这些问题上不去评论太多，但是，第一个问题是关于FSD的可转让性。这个问题可能已经被问过五次了。希望我们能有另一个问题出现，至少有另一个问题能排在前面。这些重复的问题真是令人沮丧。

But the other thing you can vote on is supercharger locations now for Q3. This happens every quarter, last quarter, a supercharger and Poland one. This quarter, you can see, you know, number of different options throughout the US and internationally, you can vote for five different options, or up to five different options. I'll do some subliminal messaging there on the screen. But definitely go vote the link for that is in the description, as well as the say link as well.

但是你现在还可以投票选择Q3的超级充电站位置。每个季度都会进行此投票，上个季度，有一个超级充电站在波兰建立了。而这个季度，你可以看到在美国国内和国际上有许多不同的选项，你可以投票选择最多五个不同的选项。我会在屏幕上展示一些潜意识的信息。但是请务必去投票，链接在描述中，音频链接也在那里。

And then last couple of things. Interesting update on the UAW today. We've talked before about how negotiations are going to be coming up soon with the UAW and the automakers. And it looks like those are starting to kick off with the UAW reaching out today to, or I guess making appearances today at each of the factories for, you know, these big three. And they say the president, Sean Fane said that the strike target is the big three.

接下来还有几件事。关于美国汽车工人联合会（UAW）的最新情况很有意思。我们之前说过，UAW和汽车制造商的谈判将会很快开始。现在看起来，UAW今天开始接触或者说在这些三大车厂的工厂中出现。UAW主席肖恩・费因说罢工的目标是三大汽车制造商。

If the big three is not going to come to the pump for workers, there's going to be issues. So not surprising, obviously negotiating tactic, but coming out pretty early with those strike mentions. So it'll be interesting to see how that develops here over the next few months.

如果三大公司不为工人加油，就会出现问题。所以毫不意外，这显然是一种谈判策略，但是他们在早期就提到了罢工。所以接下来几个月里，看这个问题如何发展将会很有趣。

And then finally, we've got an update on Lucid. They've announced their Q2 delivery and production report 2100, almost 2200 vehicles produced, about 1400 delivered, very similar numbers to last quarter. If we look at this in context, we can see here, you know, deliveries to vehicles less than last quarter production, 150 vehicles or so less than last quarter. And you can see inventory continues to grow.

然后最终，我们得到了关于Lucid的最新消息。他们公布了他们的Q2交付和生产报告，生产了近2200辆车，交付了约1400辆车，与上个季度非常相似的数字。如果我们从上下文来看，可以看出，上个季度交付的车辆数量少于生产的车辆数量，大约比上个季度少150辆车左右。同时，我们可以看到库存继续增长。

So the spread between these two lines, that'd be your growth and inventory. They're now at about 4,500 vehicles that have not been delivered versus 1400 delivered this quarter. If you use the days of supply calculation that Tesla uses on their earnings report, that ends up being 243 days of inventory or inventories. If you want to look at my my typo there versus Tesla's 16.

因此，这两条线之间的差距，也就是您的增长和库存。目前，尚有约4500辆未交付的车辆，而本季度已交付的数量为1400辆。如果使用特斯拉在其收益报告中使用的库存天数计算方法，这将导致243天的存货或库存。如果您想和特斯拉的16天相比较，可以看一下我那个笔误。

So it continues to look pretty challenging for Lucid at this point. Obviously, with their price points, they're above the federal tax credits and competing with, you know, the Model S refresh and things like that. So I don't know, it's tough to see a path for them, but obviously they've got a lot of financial backing. We'll see how that plays out. I'm not super hopeful. Lucid.

所以目前来看，对于Lucid来说，它依然面临着巨大的挑战。显然，考虑到他们的售价，它们高于联邦税收优惠，并且与特斯拉的S款车型等进行竞争。所以我不知道，很难看到他们的路径，但显然他们有很多财务支持。我们将看看事态如何发展。我对此并不是十分乐观。Lucid。

All right, that was a long one today, but that'll wrap it up. As always, thank you for listening. Make sure you subscribe and sign up for notifications. You can also find me on Twitter at Tesla podcast and we'll see you tomorrow for the Thursday, July 13th episode of Tesla Daily. Thank you.

好的，今天的节目很长，但是就到这里结束了。感谢你一如既往地收听。请记得订阅并开启通知功能。你也可以在推特上找到我，我的用户名是Tesla podcast，我们明天见，届时播出日期是7月13日，星期四的特斯拉每日节目。谢谢。