Rare Interview w/ Tesla's Research Team / Lidar Capitulation / Tesla Sales Dominate ⚡️

Welcome to Electrified. I'm your host, Dylan Loomis, quick shout out to my newest patron, Thomas S. Thank you for choosing to support the channel. Just a quick heads up, there will be no video from me tomorrow on Thursday, so you'll see me again on Friday. Just in case you see this one, a Model X buyer is looking to bring a class action lawsuit against Tesla because he said he didn't get the free supercharging that Tesla had promised. But that offer was for customers who order and take delivery of an S or X between April 20th and June 30th, while this individual ordered prior to April 20th.

欢迎来到Electrified。我是您的主持人Dylan Loomis，特别感谢我的最新赞助人Thomas S. 选择支持本频道。提醒一下，明天星期四我不会有视频，所以您将在星期五再次见到我。只是以防您看到这个，一位Model X的买家打算对特斯拉提起集体诉讼，因为他声称没有得到特斯拉承诺的免费超级充电服务。但是这个优惠是适用于4月20日至6月30日期间下单并交付S或X车型的客户，而这个人在4月20日之前就下单了。

But I just have to say it, what are people doing? Somebody who can afford a Model X is now looking to bring a class action lawsuit against Tesla because they missed a free supercharging offer.

但是我必须说，人们在做什么呢？一个能买得起Model X的人现在竟然考虑对特斯拉提起集体诉讼，只是因为错过了免费超级充电的优惠。

Luckily we got some clarification from Elon on how much faster these H100 chips will be than the prior A100s, Elon said they're three times faster in their tests. So with Elon clarifying the real world improvement of the H100s over the A100s, we can now come to a more accurate conclusion on how this will expedite Tesla's AI training. Holmars clarified Tesla had 14,000 A100s before, 10,000 of which were for training, and 4,000 were for auto labeling.

幸运的是，我们从埃隆那里获得了一些关于H100芯片比之前的A100芯片更快多少的澄清。埃隆表示，在他们的测试中，H100芯片的速度是A100芯片的三倍。因此，有了埃隆对H100相对于A100在现实世界中的改进进行澄清，我们现在可以得出一个更准确的结论，即这将如何加快特斯拉的人工智能训练。Holmars澄清说，特斯拉以前有14,000块A100芯片，其中10,000块是用于训练，4,000块用于自动标注。

Since we now know the H100s are three times faster than the A100s, 10,000 H100s would be equivalent to 30,000 A100s. So Tesla went from 14,000 units of compute, we'll call it up to 44,000 with the H100 cluster fully online, so that would be a 3.1x increase in compute capacity. Bear in mind this is without any added capacity from Dojo continually ramping and coming online.

由于我们现在知道H100s的速度是A100s的三倍，那么10000台H100s相当于30000台A100s。因此，特斯拉的计算能力从14000台增加到了完全联机的H100集群的44000台，这意味着计算能力增加了3.1倍。请记住，这还没有考虑Dojo不断增加和上线的额外计算能力。

There's still some confusion on how big of a role auto labeling will play with Tesla's V12 architecture. James Dalma has said auto labeling is useful for curating training data in end to end training, and while V12 is end to end for control in the car, it does have other outputs that require labels. So V12 won't be entirely end to end in training, at least not for quite a while, so auto labeling will continue.

关于特斯拉V12架构中自动标注将起到多大作用仍存在一些困惑。詹姆斯·达尔玛表示自动标注在端到端训练中对于筛选训练数据非常有用，尽管V12在车辆控制方面是端到端的，但其还具备其他需要标注的输出。因此，在训练过程中，V12并不完全是端到端的，至少在一段时间内是如此，因此自动标注仍将继续使用。

Now given these remarks, it feels safe to assume the compute needed for auto labeling will indeed be reduced with V12. That said, we were told by Elon and Ashok how important data curation is now for Tesla with V12, since Tesla will be programming the data, or the video feeds, and adjusting the neural net weights, rather than the code or the heuristics to get the desired outputs and controls.

现在根据这些言论来看，可以确信在V12版本中，用于自动标注的计算量将会减少。然而，埃隆和阿肖克告诉我们，现在对特斯拉来说，数据的筛选与保存至关重要，因为特斯拉将通过编程数据或视频流，来调整神经网络的权重，而不是通过代码或启发式算法来获得所需的输出和控制。

In the midst of all the chatter on V12, I don't want people to think V11 is now just going to be ignored. Elon clarified V12 is still training, and this means V11 will still be improved, especially given the fact that hardware 4 cars may not get a V12 version until around summer 2024.

在关于 V12 的各种讨论中，我不希望人们认为 V11 现在会被忽视。埃隆澄清了 V12 仍在训练中，这意味着 V11 仍将得到改进，尤其是考虑到硬件 4 车辆可能要等到大约2024年夏季才能获得 V12 版本。

As Elon pointed out to Holmars, the density per rack with the A100 cluster was 3-4 per rack given the power consumption and cooling needs, but the H100 density is only around 2 per rack, implying they require even more cooling due to higher power consumption. And as James said, Elon would be meaning 2 nodes per rack, not 2 H100s per rack.

正如埃隆向霍尔马斯指出的那样，基于功耗和冷却需求，A100集群的每个机架密度为每个机架3-4个节点，而H100的密度约为每个机架2个节点，这意味着由于更高的功耗，它们需要更多的冷却。而正如詹姆斯所说，埃隆指的是每个机架2个节点，而不是每个机架2个H100。

And now we don't know how many H100s can occupy 1 node for sure, but I did find this press release from Nvidia, talking about connecting up to 32 nodes with a total of 256 H100s, which would be 8 H100s per node.

现在我们不确定有多少台H100能够占用一个节点，但我找到了Nvidia的一份新闻稿，其中提到最多可以连接32个节点，总共256个H100，每个节点上有8个H100。

So strictly for context, this may not be accurate, but if that were the case, each node has 8 H100s and 2 nodes per rack would mean 16 H100s per rack. That would be around 625 racks, just for this H100 cluster alone without anything for Dojo. So this should help us to understand why Elon warned us about electricity shortages and compute constraints.

仅供参考，可能不准确，但如果情况是这样的话，每个节点有8个H100，每个机架有2个节点意味着每个机架有16个H100。仅仅针对H100集群而言，没有考虑Dojo，这意味着大约需要625个机架。这个情况能够帮助我们理解为什么埃隆警告我们会出现电力短缺和计算限制。

Forgive me if I sound like a broken record in the months ahead, but I need to drive this point home. The way I see it, there's currently nothing more important that Tesla is working on. With Tesla's compute scaling very quickly, given Tesla's focus on relieving this compute bottleneck, paired with its supply chain leverage to even get 10,000 H100s in the first place, and Tesla ready and willing to spend billions on training hardware, while simultaneously bringing Dojo online, which is custom fit for training Tesla's video data, we are in for an incredibly exciting 12 months on the race to autonomy.

如果在接下来的几个月里我听起来像一张跳针的唱片，请原谅我，但我需要强调这一点。依我看来，特斯拉目前正在从事的事情没有什么比这更重要了。鉴于特斯拉的计算规模正在迅速扩展，并且特斯拉专注于减轻计算瓶颈的工作，再加上特斯拉凭借供应链优势得到了首批10,000个H100，而特斯拉也准备并愿意花费数十亿美元购买培训硬件，同时推出了定制的Dojo以用于训练特斯拉的视频数据，我们在争夺自动驾驶的竞赛中将迎来令人兴奋的12个月。

I have something new for you guys, a delicious snack that is to be enjoyed and cherished. Soylint is the sponsor of this video. Get your heads out of the gutter. Ashley and I love our weekend trips and over the past few years I had to remove dairy while dealing with that parasite. We eventually came across Soylint which has become our go to on the go snack.

我有个新东西给你们，一款美味的零食，值得品味和珍藏。Soylint是这个视频的赞助商。别想歪了。艾什莉和我喜欢周末旅行，在过去几年里，我不得不戒掉乳制品以应对寄生虫问题。我们最终找到了Soylint，已经成为我们外出时的首选零食。

Here's why. There are no artificial flavors or colors. It's vegan and gluten free. There are 20 grams of protein in every serving and only 1 gram of sugar. Fun fact, soy protein creates 50% less CO2 than whey protein, so Elon would be proud. And Soylint is the only food company to have the US grown sustainable soy certification. Most importantly though, they taste awesome and with healthy fats they do a great job of satiation and fueling my brain. Anti-research recently did a study over 40,000 people and Soylint won product of the year and despite the hype and the demand they've kept their products affordable. There are reasons it's been dubbed the world's most perfect food. Supportable, no refrigeration is required and Soylint has donated over 6 million meals to food banks and homeless shelters.

这就是原因。没有人工味道或色素。它是纯素食和无麸质。每份含有20克蛋白质，仅含1克糖。有趣的是，大豆蛋白比乳清蛋白产生的二氧化碳少50%，所以埃隆会感到自豪。而且，Soylint是唯一拥有美国可持续栽培大豆认证的食品公司。最重要的是，它们口感绝佳，健康脂肪有助于使我感到饱腹，并提供能量满足大脑需求。最近，反研究机构进行了一项涵盖了4万名受试者的研究，Soylint获得了年度产品奖项，尽管有很高的声誉和需求，他们保持了产品的可负担性。有原因称之为世界上最完美的食物。易保存，不需要冷藏，Soylint已向食品银行和无家可归者收容所捐赠了超过600万份餐食。

Now don't go completely living off of this because whole unprocessed foods need to be the core of our diets. But when you're in a pinch, on the go, no time to cook, or you're in the mood for a snack, this has become a favorite for Ashley and I. The first 500 people to use my link below and my code electrified30 will get 30% off their first subscription. Enjoy.

现在不要完全依赖这个产品，因为未经加工的整食应该是我们饮食的核心。但是当你没时间做饭，或者你想要吃点零食时，这已经成为了Ashley和我最喜欢的选择。前500位使用我下面的链接和我的优惠码"electrified30"的人可以享受首次订购的30％折扣。祝您愉快。

So Tesla shared this video comparing the hardware 3 to hardware 4 cameras. Just wanted to point out at least for the repeaters, the resolution that he has on the screen for hardware 4 is just the files that Tesla gives you when you download those files. The actual cameras themselves, the hardware 4, are of higher resolution than that 1448 by 938.

特斯拉分享了一段视频，比较了硬件3和硬件4的摄像头。我只是想指出，至少对于中继器来说，他在屏幕上显示的硬件4的分辨率只是特斯拉在下载这些文件时给你的文件的分辨率。实际的摄像头本身，硬件4的分辨率比那个1448乘以938要高。

Electric Autonomy got an exclusive look behind the scenes with the Jeff Don team at the Battery Lab up in Canada, you're looking at Michael Metzger who is part of this team and may be part of a future succession plan if and when Jeff Don hangs it up. Metzger is one of two scientists hired by Dollhouse in January 2021 when the partnership with Tesla was renewed. To be clear, they said Jeff Don is not planning to retire or anything anytime soon, but to be prepared, sounds like Metzger and Tesla Canada's research chair Chang Yinyang could be next up. Metzger said we have really close interactions with scientists and engineers at Tesla and they focus on 5 core areas for their innovation and research, cost, energy density, safety, lifetime and sustainability.

Electric Autonomy独家深入了解了加拿大Jeff Don团队的电池实验室幕后情况。你正在看的是Michael Metzger，他是该团队的一员，并可能成为未来继任计划的一部分，一旦Jeff Don退出。Metzger是2021年1月Dollhouse与特斯拉续签合作时聘请的两名科学家之一。明确一点，他们表示Jeff Don没有计划很快退休，但为了做好准备，听起来Metzger和特斯拉加拿大的研究主席Chang Yinyang可能是接班人选。Metzger表示，我们与特斯拉的科学家和工程师有密切的互动，并专注于5个核心领域的创新和研究，包括成本、能量密度、安全性、寿命和可持续性。

Touching on the dynamic between Tesla and Dollhouse, they said one is a fast moving ever hungry business, the other a slow moving diligent academic lab, some yin yang. Important to note, they said we wait sometimes for 2 or 3 years before we can publish a research paper so there are things they may have found that we might not hear about for another 2 or 3 years and they can wait like this because they have long term funding from Tesla. Metzger said Tesla wants to work with us because we try to do things very carefully and really understand how we can improve batteries. And every student that's part of this research lab also has their own individual projects that they work on. This partnership between Tesla and Dollhouse, we started back in 2016 and they've made a number of breakthroughs, one of which recently they touched on silicon carbide, if you put silicon into your negative electrode you can increase the energy density a lot but as with all things in the battery space there are trade offs. The silicon battery does not cycle as well as the LFP battery the group developed.

谈到特斯拉和人偶之间的关系，他们说特斯拉是一个快速发展、永远饥渴的企业，而人偶则是一个缓慢而勤奋的学术实验室，有些阴阳之感。值得注意的是，他们说我们有时要等待2到3年的时间才能发表一篇研究论文，所以可能有一些他们已经发现的东西，我们可能要等上2到3年才能听到，并且他们可以等待这样的时间，因为他们从特斯拉那里获得了长期资金支持。梅茨格说特斯拉希望与我们合作，因为我们试图非常谨慎地做事，并真正了解如何改进电池。而且，参与这个研究实验室的每个学生也有自己的独立项目要处理。特斯拉和人偶之间的合作始于2016年，他们取得了许多突破之一是最近他们提到的碳化硅，如果您在负极中加入硅，就能大大提高能量密度，但就像电池领域的所有事情一样，存在一些权衡。硅电池的循环寿命不如该团队开发的磷酸铁锂电池。

And you may remember all of those headlines about the million mile battery that the Dollhouse team was able to come up with, well they've continually been cycling it and now it's crossed 3.7 million miles, of course in very controlled lab environments but still. This battery was NMC, nickel manganese, cobalt and they actually said it's not wearing out, it's actually getting better. As part of their testing to simulate real world environments they said it turns out heat is far more detrimental to a battery than cold. And this research team has literally built novel testing hardware that no one else in the industry has, one example in ultra high precision charger. They said part of why Tesla wants to work with us is not because of the off the shelf tools they can also buy, they want access to techniques like this. This is one of their latest inventions and electrochemical mass spectrometer, which is a way to test and measure the gases as they are emitted from the batteries. And they said it's the first one in the world but we don't know if it will work, just to show you they're continually pushing the envelope and they're able to do that because of long term funding from Tesla.

你可能还记得那些关于Dollhouse团队发明的百万英里电池的头条新闻，现在他们不断地对它进行循环充放电测试，结果它已经超过了370万英里，当然是在非常受控的实验室环境中进行的，但仍然非常了不起。这种电池是由镍锰钴（NMC）组成的，实际上他们说它并没有磨损，反而越用越好。作为模拟真实世界环境的测试的一部分，他们发现热对电池的损害要比寒冷更严重。这个研究团队实际上构建了其他行业中没有的新型测试设备，一个例子是超高精度充电器。他们说特斯拉希望与我们合作的部分原因就是因为他们想要使用像这样的技术，而不仅仅是现成的工具。这是他们最新的发明之一，电化学质谱仪，它是一种测试和测量电池排放的气体的方法。他们说这是世界上第一台，但我们不知道它是否有效，只是想向你展示他们一直在不断突破界限，而这是因为特斯拉提供了长期资金支持。

In one breakthrough that's being commercialized or making it into the industry, they figured out that the green tape that the industry was using to hold components together actually drains the battery. And one last quote, Metzger said, we need to electrify everything and we need to do it by 2050, otherwise we're screwed.

有一个突破正在商业化或进入行业中，他们发现工业界使用的绿色胶带实际上会耗电。最后引用Metzger的一句话，他说，我们需要让一切电气化，并且要在2050年之前实现，否则我们将前景堪忧。

From the driven in Australia, Tesla has opened up nearly half of its 63 supercharger sites to non Tesla owners. The non Tesla charging pilot program started earlier this year with five sites, now that number is up to 30. It does exclude some of the heaviest used sites along Metzger highways. And they are saying all of the sites are powered by renewable energy. Also from the driven Tesla is having its best year of EV sales in Australia by far with a brand approaching 30,000 by the end of July. The Model Y is leading the charts and selling more than the Toyota Rav4. And after price cuts in Australia earlier this year, the Model Y does indeed now qualify for subsidies. And to contextualize those numbers, I found this from Troy Teslike where he showed us for all of 2022, Tesla did less than 20,000 units sold and we just heard they're already passed 30,000 year to date in 2023 and they're estimated to end the year just shy of 60,000 so a potential 3x for Tesla in Australia this year.

从澳大利亚的情况来看，特斯拉已经向非特斯拉车主开放了将近63个超级充电桩站中的近半数。这个非特斯拉充电试点项目今年年初开始，最初只有5个站点，现在已经增加到30个。但其中一些交通繁忙的站点沿着Metzger高速公路是不包括在内的。他们表示所有的站点都使用可再生能源供电。此外，根据The Driven的报道，今年特斯拉在澳大利亚的电动汽车销量创下了新高，截至7月底已接近30,000辆。其中Model Y销量领先，超过了丰田RAV4。此前，特斯拉在澳大利亚降价后，Model Y现在确实符合补贴条件。为了衬托这些数字，我找到了Troy Teslike这篇文章，他向我们展示了2022年特斯拉销售不到20,000辆，而我们刚刚听说他们在2023年截至目前已经销售超过30,000辆，并估计年底将接近60,000辆，因此今年特斯拉在澳大利亚的销量有可能增长3倍。

And since we're on the topic, how about this bad boy, this electric ship that's being built in Australia? It'll be powered by a 40 megawatt hour energy system four times larger than any battery installation that's been constructed and installed for the marine transport sector. This is equivalent to 40,000 kilowatt hours divided by 70, which would be roughly one Model Y battery pack. It's about 571 Model Y's. This ship will be capable of carrying 2100 passengers and crew, 225 cars, as well as a duty-free shop of over 2,000 square meters. It'll offer bus and ferry services.

既然我们谈到了这个话题，那么再说说这个澳大利亚正在建造的电动船怎么样呢？它将搭载一个40兆瓦时的能量系统，比任何已建造和安装在海洋运输领域的电池装置都要大四倍。这相当于40,000千瓦时除以70，大致上相当于一个Model Y电池组。相当于571辆Model Y。这艘船将能够承载2100名乘客和船员，225辆汽车，以及一个超过2000平方米的免税店。它将提供公交和渡轮服务。

Bosch has decided to give up the development of LiDAR sensors. Taking into account the technical complexity and the time to market, Bosch decided some time ago not to invest any further resources in the hardware development of LiDAR sensors. The rest of the article was paywalled, but Tesla boomer mama coming through in the clutch. She continued with investment high, demand weak, and the breakthrough of fully automated driving years later than expected, German automotive suppliers have lost confidence. LiDAR rotating systems are as expensive as a mid-range car. Bosch plans to shift existing development capacities to other sensor technologies like radar. Camera systems are also being developed further and are becoming increasingly powerful thanks to AI. When you see news like this, it's impossible not to wonder if Tesla has had any impact on decisions like this.

Bosch决定放弃发展LiDAR传感器。考虑到技术复杂性和上市时间，Bosch很早之前就决定不再投入任何资源在LiDAR传感器的硬件开发上。文章的其余部分被设有付费墙，但特斯拉的影响力令人震撼。在高投资、需求疲软以及全自动驾驶突破晚于预期的情况下，德国汽车供应商丧失了信心。LiDAR旋转系统的价格堪比中档车。Bosch计划将现有的开发能力转移到其他传感器技术，如雷达。摄像系统也在不断发展，并且通过人工智能的技术变得越来越强大。当你看到这样的新闻时，不禁要想特斯拉是否对此类决策产生了影响。

This is not what we need to hear when it comes to other charging companies and the struggles they're now having. Other companies like ChargePoint and Blink charging have less than one year of cash left thanks to low utilization rates and high operating costs that are hamstringing profits. Trying to defend themselves, both of these companies have said their business models are more reliant on charger equipment sales than owning and operating networks, which would reduce their exposure to this cash burn, but time will tell. The CEO of Blink has said there are costs associated with replacing legacy chargers that have become a burden because of outdated technology and reliability issues. He also said the industry made mistakes early on installing chargers without paying close attention to their locations and making the wrong investments. How many times over the last three years on the channel have we talked about the importance of Tesla in that first mover advantage with the supercharger network having the best locations. And further applying the pressure to these third party charging companies, we have automakers now rolling out their own charging stations following Tesla's lead. Honestly though, those might turn out to be on a very small scale, so at this point outside of Tesla's supercharging network, the entire charging industry at least publicly is totally wide open and no one is guaranteed to be around 10 years from now.

这不是我们在其他充电公司以及他们目前所面临的困境方面所希望听到的。像ChargePoint和Blink charging这样的公司，由于利用率低和运营成本高，目前只剩下不到一年的现金，这使得他们的利润陷入困境。为了自辩，这两家公司都表示他们的业务模式更依赖于充电设备销售，而非拥有和运营网络，这将减少他们面临的资金燃烧风险，但时间将会证明一切。Blink的CEO表示，更换过时技术和可靠性问题导致的传统充电器成为负担，还需要付出一定成本。他还表示，该行业在早期安装充电设施时犯了错误，没有注重位置选择并做出了错误的投资决策。在过去三年中，我们在频道上多次讨论了特斯拉作为超级充电网络的先行者优势的重要性。并且，汽车制造商们现在也在效仿特斯拉推出自己的充电站。然而，老实说，这些可能会规模非常有限，所以在这一点上，除了特斯拉的超级充电网络外，整个充电行业至少在公众面前是完全开放的，没有人能保证在10年后还存在。

Elon said if you haven't tried Tesla autopilot, you don't know how awesome it is. Now listen to this. There's always been focus on this, there are plenty of critics who say that it's just simply not yet ready for prime time. And there's plenty of people who debate the other side of it for all I have yet to actually experience it. I don't know autopilot.

如果你还没有尝试过特斯拉的自动驾驶，你不会知道它有多么棒。听我说。一直以来，对于自动驾驶都一直有关注，有很多批评者表示它还不够成熟可靠。同时也有很多人对此进行辩论，而我还没有亲身体验过。我不了解自动驾驶。

Trend Micro, a global cybersecurity leader, is announcing one of the world's leading carmakers, spoiler alert, it's Tesla to be the key sponsor for their first-ever Pwn to Own automotive event. They said we're delighted to welcome Tesla as the title sponsor as we redouble our efforts to expand our influence in the field of automotive cybersecurity.

全球网络安全领导者Trend Micro宣布特斯拉将成为他们首次举办的“Pwn to Own汽车赛事”的主要赞助商之一。他们表示，特斯拉作为冠名赞助商的加入，将帮助我们加倍努力扩大在汽车网络安全领域的影响力，我们感到非常高兴。

Last year this initiative, ZDI or Zero Day Initiative, they call it, was responsible for the discovery and publication of 1,706 new vulnerabilities. And just so you know, this number was from all of the emerging technology at this event, not just in Tesla vehicles.

去年，被称为零日倡议（Zero Day Initiative）的这项倡议负责发现和公开了1,706个新漏洞。只是为了让你知道，这个数字来自于这个活动中所有新兴技术的漏洞数量，而不仅仅是特斯拉汽车上的漏洞。

It's cool to see Tesla sponsor this event because cybersecurity is a huge deal for our more connected and autonomous vehicles into the future. You guys may remember that accident back in 2018 when the driver was going over 110 miles an hour around a curve where the speed limit was 25 and ended up dying. The family then sued over a situation where there was a speed limiter that was apparently removed before this drive that would have capped the car's max speed to 85 miles an hour. Now they're trying to depose Elon about what he said about that speed limiter situation when he actually reached out to the family to offer his condolences. And now Elon is trying to defend himself saying he should be shielded from harassing in burdensome efforts from plaintiffs lawyers to depose him. Elon is not a party in the lawsuit or in the appeal.

很酷的是看到特斯拉赞助这个活动，因为对于我们未来更加互联和自主的车辆来说，网络安全是一个重要问题。你们可能还记得2018年发生的那起事故，当时驾驶员在限速25英里的弯道上以超过110英里的时速行驶，并最终因此丧生。事后，家属提起诉讼，原因是在此次驾驶之前，显然将该车的最高速度限制器移除了，而这个限制器本来会将车速限制在85英里每小时。现在他们试图传讯埃隆有关他在那个速度限制器事件中所说的话，当时他曾联系家属并表达慰问之意。而埃隆现在正试图为自己辩护，声称他应该得到保护，不受原告律师提取证言的烦扰和负担。埃隆并不是诉讼或上诉中的一方。

This image was shared on Reddit which might be a project Highland leak. Honestly though, it's really tough to tell from this angle, wanting to pass it along either way, make of it what you will. We also got this video from Reddit of the project Highland in France where we have this individual quickly trying to cover it up. And here's that same car but from a different angle. RJ Scurinj is getting a pay bump and honestly good for him, he's leading the company closer toward profitability and that's a huge milestone. It's not Elon money but the board approved an increase in his base salary to 1 million from 650,000 before effective last Friday. He also saw an increase in his target annual incentive bonus to 100% of his annual base salary from 50% effective January 1st. And the grant date value on the stock award is about $15 million.

这张图片是在Reddit上分享的，可能是一个Highland项目的泄露。不过说实话，从这个角度很难判断，不管怎样还是想转发一下，你可以自行理解。我们还从Reddit上得到了这段关于法国Highland项目的视频，视频中有个人试图迅速掩盖它。这是同一辆车的不同角度的照片。RJ Scurinj得到了加薪，说实话，对他来说是好事，他正带领公司更接近盈利，这是一个重要的里程碑。虽然不是埃隆·马斯克那种级别的钱，但董事会同意将他的基本薪资从上周五起增加到100万美元，之前是65万美元。他的目标年度奖金也从1月1日起从年薪的50%增加到100%。授予的股票奖励的授予日期价值约为1500万美元。

We got the official EPA rated range for Rivians dual motor R1T large and max packs. With the max pack they get an EPA range of 410 miles and with a large pack it's 352. Both of these are with a 21 inch wheels. The max pack size is 180 kilowatt hours and the large pack is 135 kilowatt hours.

我们得到了Rivian双电机R1T车型大容量和极限容量的官方EPA续航里程。使用极限容量电池包，其EPA续航里程为410英里，而使用大容量电池包则为352英里。这两种续航里程均基于21英寸轮毂使用。极限容量电池包的容量为180千瓦时，而大容量电池包的容量为135千瓦时。

More from Bosch they've acquired the California chip manufacturer TSI semiconductors. They'll invest $1.5 billion to retool the Roseville California site to make silicon carbide chips, production at the new company, Robert Bosch semiconductor, will start in 2026. I'm sharing this though because of this, they said the investment will be heavily dependent on federal funding opportunities through the chips act as well as state subsidies. If things go well, the IRA and the chips act will have such a monumental impact on America's future in our electric sustainable energy semiconductor dependent future it really can't be overstated.

博世还收购了加州芯片制造商TSI半导体。他们将投资15亿美元重新装备加利福尼亚罗斯维尔工厂，以生产碳化硅芯片。新成立的公司罗伯特·博世半导体的生产将在2026年开始。我分享这个消息是因为他们表示，这项投资将在很大程度上依赖于芯片法案提供的联邦资金机会以及州级补贴。如果事情进展顺利，芯片法案和博世的投资将对美国未来在可持续电力能源半导体依赖领域产生重大影响，这一点无法过分强调。

EV sales in Europe are up about 50% year over year however it's not all great news. This is though, they say among brands the Model Y was Europe's best selling BEV in the first half of this year with sales volumes surging 95% far outpacing those of mainstream European brands. Here's the not so great, a majority of the EVs sold were hybrids which accounted for just over a third of all EU car sales in July. By comparison, sales of fully electric cars accounted for just 13.6% of the total. Back to good news though, Tesla's market share in the European passenger car market surged 1.3% points to 2.8% the biggest increase among the 116 brands tracked by Jato Dynamics. Sales of all Tesla models throughout the EU more than doubled from the first half of last year surpassing 185,000.

欧洲的电动车销量同比增长约50%，但并不都是好消息。然而据称，在各个品牌中，Model Y是今年上半年欧洲最畅销的纯电动车，销量增长了95%，远远超过了主流欧洲品牌。然而，这里的问题是，大部分销售的电动车其实是混合动力车，在7月份的欧盟汽车销售中占比仅略高于三分之一。相比之下，纯电动车只占总销量的13.6%。不过，好消息是，特斯拉在欧洲乘用车市场的市场份额增长了1.3个百分点，达到了2.8%，这是Jato Dynamics所追踪的116个品牌中增长最大的。特斯拉在欧盟的所有车型销量从去年上半年翻了一番，超过了18.5万辆。

For the van life crowd, the Mercedes e-sprinter is now available from US dealers starting at $71,000. It'll have a battery pack size of 113kWh and only have a WLTP range of 249 miles meaning the EPA could be closer to 200. It is in production in Charleston, South Carolina.

对于“Van Life”群体来说，梅赛德斯e-sprinter现在可以从美国经销商那里开始销售，起价为71,000美元。它将配备一个113千瓦时的电池组，并且根据WLTP标准可行驶249英里，意味着根据EPA标准可能更接近200英里。该车正在南卡罗来纳州的查尔斯顿进行生产。

Don't forget to check out Soylent linked below, take advantage of that discount if you're interested. If you do, it is a huge support to the channel so thank you in advance.

不要忘记在下方查看链接中的Soylent，如果你感兴趣，可以利用那个折扣。如果你这样做的话，对频道来说是巨大的支持，所以提前感谢你们。

Hope you guys have a wonderful day. Remember, no video from me tomorrow on Thursday you'll see me again on Friday. Please like the video if you did and a huge thank you to all of my Patreon supporters.

希望你们今天过得愉快。记住，明天星期四我不会发布视频，但你们可以在星期五再次看到我。如果你喜欢这个视频，请给我点赞，同时也非常感激所有我的Patreon赞助者。