Elon's Concerned (Again) / Giga Mexico 2027 / Great News for Tesla COGS ⚡️

Welcome to Electrified, it's your host Dylan Loomis, quick shout out to my newest patron Dean. Thank you for choosing to support the channel.

欢迎来到Electrified，我是你的主持人Dylan Loomis，特别感谢最新的赞助人Dean。谢谢你选择支持这个频道。

Shigeshang Hai has achieved the 2 million cars produced milestone. Now to recap, this factory started construction January 2019. First production vehicles rolled off the line December 2019, so were almost 4 years later to hit this mark a few months shy. Not too bad for a muddy field. And in case anybody's new, this plant is wholly owned and operated by Tesla, no joint venture with any Chinese company, which was actually the first time the Chinese government has ever allowed that.

Shigeshang Hai已经达到了200万辆汽车生产的里程碑。现在回顾一下，这个工厂于2019年1月开始建设。第一辆生产车辆于2019年12月下线，所以我们差不多晚了将近4年才达到这个里程碑。对于一个泥泞的场地来说，也不算太糟糕。而且，以防有人不知道，这个工厂完全由特斯拉独资运营，没有与任何中国公司进行合资，这实际上是中国政府首次允许这样做。

Speaking of that diesel train at Giga Berlin, my guy Brian did point out the NEB, which is a German company, actually owns and operates the train. Right now, Tesla only owns the tracks. So for now, it seems like Tesla doesn't even have the option to electrify that train.

说到Giga Berlin的那辆柴油火车，我的朋友Brian指出，德国公司NEB实际上拥有和运营着这辆火车。现在，特斯拉只拥有铁轨。所以目前看来，特斯拉甚至没有将该火车改为电力的选择。

Looking at the configurator for the Model S and X, the Yoke option is now $1,000 of up from $250 previously. Now I can't confirm these, but I have heard of some rumors out there that service centers have mentioned an upgraded Yoke steering wheel with more premium materials that was going to be available between September and October of this year. So it could be that, or it could just be that the Yoke has not been as popular as Tesla was expecting, so raising the price of it would dissuade more buyers from choosing that option, which of course would streamline manufacturing if indeed most SNX vehicles are being built with the round wheel. And let us not forget how things have come full circle here. Fred had asked any chance of a normal steering wheel option when Tesla was talking about the Yoke and Elon Musk said no back in 2021. Some people have said the ability to change your mind is actually a superpower.

看着Model S和X的配置工具，方向盘的Yoke选项现在从之前的250美元上涨到了1000美元。虽然我无法确认这些信息，但我听说一些传言称维修中心提到今年9月到10月期间会推出升级版的Yoke方向盘，采用更高级的材料。所以可能是这个原因，或者是Yoke并不像特斯拉预期的那样受欢迎，因此提高价格会阻止更多买家选择该选项，当然如果实际上大多数SNX车辆都配备了圆形方向盘，这样做也会简化制造流程。让我们不要忘记事物是如何成为一个循环的。弗雷德在特斯拉谈论Yoke时问是否有常规方向盘选项的机会，埃隆·马斯克在2021年说不可能。有些人说能够改变主意实际上是一种超能力。

This night, Sawyer reported that McDonald's partnered up with Tesla to create a cyber spoon that they would sell for $4 and only 50,000 units would be made. At the time, Elon said, fake news as far as I know. But fast forward and we got some more pictures that Tesla posted on their official Weibo account. And now Elon later has said in that case, I'll definitely have some. It comes in this cylindrical cyber design case that says cyber spoon on it and the spoon itself has don't panic. Here is an action shot for you. I am still wondering why Tesla China is leaning into the cyber vibes as there's been no indication the cyber truck will make it to that market. Either way, there you have it. Maybe a few of these will pop up on eBay eventually.

今晚，索耶报告说，麦当劳与特斯拉合作推出了一款售价4美元的网络勺子，只生产5万台。当时，埃隆表示，据我所知，这是假新闻。但是后来我们看到特斯拉在其官方微博账号上发布了更多照片。埃隆随后表示，那样的话，我肯定会买一些。它以圆柱形网络设计的盒子出售，并在上面标有网络勺字样，勺子本身上还写着"Don't Panic"（不要惊慌）。这是一张动作照，供你参考。我仍然不明白为什么特斯拉中国要倾向于网络氛围，因为没有迹象表明网络卡车会进入该市场。不管怎样，这就是事实。也许这些勺子最终会在eBay上出现几个。

Now we have some Tesla suppliers saying they're not expecting Tesla to begin production at the gigamexico plant until 2026 or 2027. The report cited an anonymous Chinese supplier saying they and several other Chinese companies made delay plans to launch their operations near the still unbuilt Tesla factory. The source said two or three months ago, there was a lot of rush, lots of pressure to look for a location, but one month later, they told us to wait. Additionally, Danish engineering consultancy Ramble, taking into account the permitting process suggested the site would only be ready for construction in 2027. Now I'll just say it, this one seems completely off base and detached from any sort of expectations we've heard so far. I would be very hard pressed to believe Tesla would be okay with not starting construction of the factory for another four years. So I would just say this is nothing official and clearly things are subject to change week to week and month to month so as always we'll just keep watching. And look, the truth is if things get too out of hand, Tesla has countries all around the world clamoring for their business so if they have to call an audible, it certainly would not be ideal but it's not out of the question.

现在我们有一些特斯拉供应商表示，他们预计特斯拉在巨量墨西哥工厂开始生产要等到2026年或2027年。该报告引用了一名匿名的中国供应商的说法，他们和其他几家中国公司已经推迟了在尚未建成的特斯拉工厂附近开展业务的计划。消息来源表示，两三个月前，存在很多急切和压力去寻找地点，但一个月后他们告诉我们等待。此外，丹麦工程咨询公司Ramble综合考虑了审批流程后，他们认为该地点直到2027年才能准备好建设。现在我只想说，这次报道似乎完全脱离了我们迄今为止听到的任何预期。我很难相信特斯拉会同意再等四年才开始建设工厂。所以我只能说这没有任何正式消息，而且事情显然会随着周和月的变化而有所改变，所以我们会一直保持关注。而且事实是，如果情况变得太糟糕，特斯拉可以找到世界各地都渴望合作的国家，所以如果他们需要改变计划，虽然不理想但并非不可能。

We got some new images from Ray for Tesla. This is the new Model 3 being checked out by this gentleman William Lee, who is indeed the CEO of Neo and I heard he was on the phone with his board of directors saying that they're in big trouble. Just kidding, I made that part up but this is indeed William Lee checking out the new Model 3. A beautiful site, Fueleconomy.gov now officially listing the Model X long range as fully qualifying for the $7,500 credit. Sadly still no Model S.

我们从雷获得了一些特斯拉的新图片。这是Neo的CEO威廉·李先生正在检查这辆新的Model 3，我听说他正在与董事会通话，说他们遇到了大麻烦。只是开个玩笑，我是编的，但确实是威廉·李先生在查看新的Model 3。一个美丽的网站，Fueleconomy.gov现在正式将Model X长续航列为完全符合7500美元的税收减免。可悲的是，Model S仍然没有资格。

This year's Detroit Auto Show will be the 13th through the 24th and for the first time in 8 years, Tesla will be a part of it. Tesla will be one of the companies showing off their EVs on the new powering Michigan EV experience indoor track ride along activation. And outside Ford and Tesla will offer street course ride and drives. Go ahead and pause to take a look at the schedule if you're in the area. I believe the last time Tesla was at the Detroit Auto Show was back in 2015 then in 2016 they had to explain why they were not there. The reason they gave was because they still couldn't sell their cars directly in Michigan so why would they go market them there.

今年的底特律车展从13日持续到24日，并且首次有8年，特斯拉将参与其中。特斯拉将成为其中一家在新推出的密歇根电动汽车体验室内赛道上展示他们电动汽车的公司。而在室外，福特和特斯拉将提供街道赛道的试乘试驾。如果你在这个地区的话，可以先停下来看一看日程表。我相信特斯拉上次参加底特律车展是在2015年，然后在2016年他们解释了为什么没有参加。他们给出的理由是因为他们仍然无法直接在密歇根州销售他们的汽车，所以为什么要去那里进行市场推广呢。

The latest update I could find from law.umichigan.edu was that Michigan still explicitly bans direct sales but Tesla and the state reached a settlement to allow Tesla to deliver vehicles to customers in Michigan provided the legal title transfer be done out of state. If any of you in Michigan have more accurate or up to date information please let us know in the comments.

我在law.umichigan.edu上找到的最新消息是，密歇根州仍然明确禁止直接销售，但特斯拉和该州达成了一项和解协议，允许特斯拉向密歇根州的客户交付汽车，前提是法律产权转让在州外完成。如果在密歇根州的任何人有更准确或最新的信息，请在评论中告诉我们。

For now 8 days away from a possible 3 company strike for these UAW negotiations and we have an Axios reporter saying if that happens Tesla would be the winner if there is a big strike. Tesla would also be a winner if the automakers have to agree to huge pay increases because Tesla is not unionized. It feels like a certainty at the very least the automakers will be paying higher wages and will see what else. But if the workers for GM's to Lantis in Ford all go on strike at the same time yes that would be beneficial for Tesla.

现在距离可能发生的三家公司车工工会(UAW)谈判罢工还有8天，我们有一位Axios记者说，如果发生大规模罢工，特斯拉将是赢家。如果汽车制造商被迫同意巨额涨薪，特斯拉也将成为赢家，因为特斯拉没有工会。至少看起来，汽车制造商将支付更高的工资，还会看到其他什么变化。但如果通用汽车、迈凯轮和福特的工人同时罢工，对特斯拉而言将是有利的。

Indonesia's Luhud Panjaitin is now telling us that he's not expecting Tesla to set up shop in Indonesia anytime soon. He said I said fine we're doing okay if you can't invest in Indonesia for a moment no problem. The reason he gave Elon was concerned about the global economic outlook and over supply in the EV industry. This is part of why I love covering the daily news because over the last 6 months if you've been paying attention reading between the lines there have been so many fears of oversupply not just now from Elon but from many other automakers as well.

印度尼西亚的卢胡德·潘贾伊丁现在告诉我们，他并不期望特斯拉在短期内在印度尼西亚设立店铺。他说：“如果你现在不能在印度尼西亚投资，没问题，我们还好。”他给埃隆的原因是担心全球经济前景和电动车行业的供应过剩问题。这也是我喜欢报道每日新闻的一部分原因，因为在过去的六个月里，如果你留心观察，读懂行业内的暗示，不仅埃隆，许多其他汽车制造商也有对供应过剩问题的担忧。

Elon is set to visit Indonesia next month in October but that talk is supposed to be for Starlink. I don't want to get over my skis here but I do want to say let's pay close attention to Elon and what Tesla is doing over the next few weeks potentially behind the scenes gearing for an economic slowdown.

埃隆计划于下个月10月访问印度尼西亚，但据说此次讨论将是关于Starlink的。我不想过分推测，但我想说让我们密切关注埃隆和特斯拉在接下来的几周，可能正在密谋应对经济放缓的策略。

In some much more exciting news from Benchmark the global weighted average price for lithium ion sales has dropped below $100 per kilowatt hour for the first time in two years. The latest price $98.2 per kilowatt hour down 33% from March last year. We've long heard that for EVs to reach price parity with ice vehicles we need battery pack prices around $100 per kilowatt hour. That would correspond to a sell price of around $80 per kilowatt hour. Dating back to December of last year this is exactly the trend we want to see.

来自Benchmark的一些更让人兴奋的消息是，全球锂离子销售的加权平均价格已经首次降至每千瓦时低于100美元，为期两年。最新的价格为每千瓦时98.2美元，比去年三月下降了33%。我们早就听说，要实现电动汽车与燃油车的价格平衡，我们需要每千瓦时100美元左右的电池组价格。这将对应着每千瓦时约80美元的销售价格。自去年12月以来，这正是我们希望看到的趋势。

Benchmarks cathode and anode indices have fallen 41.9 and 17.6% respectively this year. And in China we actually have nickel based sales that are more affordable than LFP equivalents. And they said falling sell prices are of particular concern for companies investing in sell production outside of China which we've heard a ton of announcements for in the last year. But for the automakers like Tesla this is awesome news from a cost of goods sold standpoint.

今年，基准钴的指数下降了41.9%，而基准锂铁磷酸铁锂指数下降了17.6%。在中国，我们实际上有比LFP电池更实惠的镍基销售。他们还表示，下降的售价对于在中国以外进行销售生产的公司特别令人担忧，我们在过去一年中听到了大量的相关宣布。但对于像特斯拉这样的汽车制造商来说，这对于成本来说是个好消息。

From energy storage news the EU has introduced new rules including requirements for carbon footprint labeling, health and safety labels, ethical sourcing and minimal levels of resource recovery and use of recycled content as well as limiting potentially harmful or scarce materials. Essentially creating a digital passport for batteries which will attach QR codes to materials and components for more transparency through the supply chain. This will be implemented in phases but it is already indeed in force. And these new rules will apply to all manufacturers, producers, importers and distributors extending to all batteries sold within the block. And it's only a matter of time until Tesla's 4680 production and a new megapack factory in the EU actually show up.

能源储存新闻报道说，欧盟已经出台了一项新规定，其中包括要求对碳足迹进行标注，标注健康与安全信息，确保道德采购并最小化资源回收利用以及使用回收材料，同时限制潜在有害或稀缺材料的使用。本质上，这将为电池创建一种数字护照，并通过为材料和组件附加QR码来增加供应链透明度。这将分阶段实施，但已经生效。这些新规定将适用于所有制造商、生产商、进口商和分销商，并延伸至在该地区销售的所有电池。而对于特斯拉的4680生产和欧盟的新一代超级电池组装厂来说，只是时间问题。

In India they have an organization called the Central Electric Authority that did some forecasts on the amount of battery energy storage they would need. Well now all three of their prior forecasts will be blown out of the water by the CEA's latest modeling. The updated figures by 2047 India could need 1,840 gigawatt hours or 1.8 terawatt hours of battery energy storage systems. The government is very committed to adopting these energy storage systems and who is set up to be a provider of a lot of that capacity, Tesla. Just over the next decade they are saying they will need 411 gigawatt hours of energy storage which was up from the prior forecast of about 108 gigawatt hours. So when we think about Tesla and India, do not forget about the energy storage side.

印度有一个叫作中央电力局的组织，他们对所需的电池储能量进行了一些预测。然而，现在CEA最新的建模将会让他们之前的三个预测全部被推翻。根据最新数据，到2047年印度可能需要1840吉瓦时或1.8兆瓦时的电池储能系统。政府非常致力于采用这些储能系统，而特斯拉则是其中一家提供大部分供应的公司。在未来十年内，他们预计将需要411吉瓦时的储能容量，相较于之前大约108吉瓦时的预测有了大幅增长。所以当我们谈论到特斯拉和印度时，不要忽视储能方面的需求。

And because battery cells are the single most significant cost component in an energy storage system, if we see the average global prices of those cell costs coming down, Tesla will be able to offer their megapacks at even more affordable prices. Or they will be able to capture even higher margins.

由于电池电池是能量存储系统中最重要的成本组成部分，如果我们看到全球电池价格的平均下降，特斯拉将能够以更实惠的价格提供他们的超级电池组，或者他们将能够获得更高的利润率。

For some context, total installed battery storage capacity in the US reached 12.6 gigawatts by the end of the second quarter. And remember if there is no H that means power, not capacity, usually capacity is about 3x the power number. 1.9 gigawatts was added during the second quarter, 18% higher than Q1. That means by the end of June the United States has reached 36.9000 megawatt hours of energy storage capacity. This is the equivalent of about 9200 Tesla megapacks.

给一些背景，美国在第二季度末的总装机电池储能容量达到12.6千兆瓦。请记住，如果没有H，意味着是功率而不是容量，通常容量是功率数的大约3倍。第二季度增加了1.9千兆瓦，比第一季度增长了18%。这意味着到6月底，美国已经达到了36,900万千瓦时的储能容量。这相当于大约9200个特斯拉Megapack。

A Rivian Forum member found this on the Rivian website and it says the manual Tano will be purchasable in the gear shop later this year and they will be adding the powered Tano to the gear shop in early 2024.

一位Rivian论坛成员在Rivian官网上发现了这一消息，称手动Tano将在今年晚些时候可以在配件商店中购买，而带动力的Tano将于2024年初加入配件商店。

Mercedes CEO said the first of Mercedes own charging stations in China will launch in Chengdu this October, followed by further stations in cities like Beijing and Shenzhen. Their goal is 10,000 fast charging points in North America, Europe and China by 2030.

梅赛德斯CEO表示，梅赛德斯自己的首个充电站将于今年十月在成都投入使用，并计划在之后的时间内在城市如北京和深圳建设更多充电站。他们的目标是到2030年，在北美、欧洲和中国建设1万个快速充电点。

Weimo Robotaxes reported 35 more crashes in San Francisco than cruise since the beginning of 2022, but cruise had far more incidents involving injuries. Of cruises, 68 collision reports, 14 involved injuries, meaning around 20% of their crash incidents since 2022 involved injuries. The vast majority of crash incidents cruise reported to regulators involved a situation in which the cruise car was not at fault because it was legally stopped, rear ended or had the right of way, according to a company spokesperson. Weimo on the other hand recorded just two incidents in which injuries were reported in the same period. In total, since 2022, Weimo has reported 103 collisions and cruise 68.

2022年初以来，Weimo Robotaxes在旧金山报告的交通事故比Cruise多出35起，但是Cruise发生的涉及伤害的事故要多得多。Cruise一共发生了68起碰撞报告，其中14起造成了伤害，意味着自2022年以来，他们大约有20%的事故涉及到了伤害。根据公司发言人的说法，Cruise向监管机构报告的绝大多数事故都发生在Cruise车辆合法停车、被追尾或者拥有优先通行权的情况下，因此Cruise车辆并不是造成事故的责任方。而另一方面，Weimo在同一时期只记录了两起伤害事故。总体来说，自2022年以来，Weimo报告了103起碰撞事故，而Cruise则只有68起。

GM's design page on Instagram posted this picture of a Buick crossover EV, not sure what it's supposed to be, but next year Buick is supposed to release their first fully electric vehicle.

通用汽车（GM）在Instagram上的设计页面发布了这张别克混动电动车的图片，不确定它究竟是什么，但明年别克将发布他们的第一款全电动汽车。

From E.E. news, House Republicans are still probing forward for more information on their deal with CATL. They're asking forward to share a copy of the agreement that Ford signed with CATL by September 18. Their concern is this partnership could allow China to expand control over the US vehicle supply chains and jeopardize national security. But a spokesperson for Ford said Ford alone is building the plant and will own and run the facility. CATL will not own any part of the plant and Ford is licensing CATL's battery cell tech to use in the United States and will contract with them for specific services. Nothing more. Remember this factory is supposed to be for LFP cells for Ford to use in the F-150 Lightning and the Mach-E.

来自E.E.新闻的报道显示，众议院共和党人仍在积极探索与CATL的交易的更多信息。他们希望在9月18日之前能够分享福特与CATL签署的协议副本。他们的担心是，这种合作可能使中国能够扩大对美国车辆供应链的控制，并危及国家安全。但福特的发言人表示，福特独自建造该工厂，并将拥有和运营该设施。CATL不会拥有该工厂的任何部分，福特只是授权使用CATL的电池技术并与其签订特定服务合同。除此之外没有其他事情。请记住，该工厂旨在为福特的F-150 Lightning和Mach-E使用LFP电池。

Ford did show off their upcoming electric explorer that's set to go into production summer of 2024, but the delay is not because of regulations like we heard before. Ford said the new reason for the delay is they're waiting for a new generation of Volkswagen battery technology to be available because this is being built on VW's M.E.B. platform. Ford also filed a patent for a fixed or removable feature, basically a light strip that would be something like this that could be for an electric vehicle like the Mustang Mach-E, but it doesn't have to be just for EVs. Here's a better look. And they mentioned features like the light strip blinking green once an EV's battery is fully charged and you can choose different colors and different things like pulsing, chasing or fading, potentially for tailgate parties and other uses.

福特展示了他们即将投入生产的电动探险者，预计将于2024年夏季投产，但延迟并非像我们之前听说的那样是因为法规问题。福特表示延迟的新原因是他们正在等待大众新一代电池技术的可用性，因为这个车型是建立在大众的MEB平台上。福特还为一种固定或可拆卸的产品特性申请了专利，基本上就是像这样的光带，可以用于像野马Mach-E这样的电动车，但并不限于电动汽车。这是更详细的介绍。他们还提到了一些特性，比如光带在电动车电池充满时会闪烁绿光，你可以选择不同的颜色和不同的效果，比如脉冲、追逐或渐变，可能用于尾门派对和其他用途。

We are going to get our first EV maker coming to market with a cell phone and yes Tesla is in the title but nope it's not from them it's from Polestar. Polestar plans to launch a smartphone in December in China with the launch of the Polestar 4. This stems from a joint venture created in June between Polestar and Xing Zhi Meizu, a Chinese smartphone maker. Thomas Ingenloth said where you have an opportunity to link these two worlds without any border then you can really have a seamless transition. He was complaining about still having problems like getting an SMS displayed in a vehicle and they said this cell phone will be a premium device.

我们即将迎来我们的第一家电动车制造商推出一款与手机有关的产品，然而这次并不是来自特斯拉，而是来自Polestar。Polestar计划在12月份与Polestar 4的发布一起，在中国市场推出智能手机。这源于Polestar与中国智能手机制造商兴芝魅族在6月份共同创建的合资企业。Thomas Ingenloth表示，当你有机会将这两个领域无缝连接在一起，你就能实现真正的过渡。他抱怨说，他们仍然存在一些问题，例如在车辆中显示短信的问题，而他们表示这款手机将是一款高端设备。

This Meizu company has its own operating system dubbed fly me and they're now making an operating system for Polestar cars based on that. This will allow Polestar to bundle software, apps, services and features like remotely controlling or turning on the car with a phone. The real question is how many customers are really going to ditch their main personal cell phone to have one just so they can integrate it with their vehicle. This really highlights the gap of how far ahead Tesla is when it comes to its mobile app and how much it can control through the mobile app and how well certain things integrate with the car. Sure it's not perfect and there are always features people will want but relative to the competition per the usual there are many steps ahead.

这家魅族公司拥有自己的操作系统称为Flyme，并且他们现在正在为Polestar汽车开发一款基于该系统的操作系统。这将使得Polestar能够捆绑软件、应用、服务和功能，如通过手机远程控制或启动汽车。真正的问题是有多少客户会真的放弃他们的主要个人手机，只为了能够将其与车辆相集成。这实际上凸显出特斯拉在移动应用方面领先多远，以及移动应用可以控制多少功能，以及某些功能与车辆的良好集成程度。当然，这并非完美，总会有人想要更多功能，但与竞争对手相比，特斯拉在这方面始终领先很多步。

Something to keep an eye on in Kentucky that hopefully doesn't roll out across the country starting in January next year, anyone who installs the publicly available EV charger will have to quantify the amount of electricity dispensed even if it has no separate meter and pay a monthly usage tax to the state. This of course to capture revenue from EV drivers who otherwise would not contribute to Kentucky road funding. The problem is EV drivers already do contribute because they have a flat fee for EV registrations in Kentucky. As you can see right here so this is kind of like a double taxation.

肯塔基州的一些事情需要注意，希望不要从明年一月开始在全国范围内推广。任何安装公共可用的电动汽车充电桩的人，即使没有独立的计量器，也必须量化所提供的电力数量，并向州政府支付每月的用电税。当然，这是为了从电动汽车驾驶员那里获取收入，否则他们不会为肯塔基的道路基金做出贡献。问题是电动汽车驾驶员已经有了定额的注册费用，所以这有点像是双重征税。

The German Chancellor just said in the coming weeks we'll see Germany become the first country in Europe to introduce a law requiring operators of 80% of all service stations to provide fast charging options with at least 150 kilowatts for EVs. And separately with this I think you just have to chuckle at the Munich show there were some protesters clamming on top of cars at BMW and Mercedes stands holding signs saying the party is over and shouting the future is being destroyed. So people protesting that EVs are destroying the future. As I guess Elon would say oh the irony.

德国总理刚刚表示，未来几周我们将看到德国成为欧洲首个推出法律要求80%的加油站为电动汽车提供至少150千瓦的快速充电选项的国家。另外，我觉得在慕尼黑车展上一些抗议者爬上宝马和奔驰展台的汽车顶部，手持标语牌大喊派对结束了，未来正在被摧毁。所以人们抗议电动汽车正在破坏未来。正如埃隆可能会说的那样，这真是讽刺。

This one gang was a key figure about 20 years ago in convincing China to make a mad dash for electric vehicles. Now the same person is saying that the future will be hydrogen inclusive. In some regions plug in hybrid and hydrogen cars could even be more prevalent than fully electric models. Now he did mention this would be especially true in China's commercial vehicle fleet. And BMW CEO has said for us talking about zero emission vehicles always means talking about hydrogen as well. This one gang is not a nobody so we'll have to watch and see what automakers start spending more time focusing on hydrogen.

大约20年前，这个团体在说服中国大力发展电动汽车方面发挥着关键作用。而现在，同一个人却表示未来将包括氢能源在内。在一些地区，插电混合动力和氢动力汽车甚至可能比纯电动汽车更为普及。他还提到这一点在中国的商用车队中尤其明显。宝马首席执行官也表示，对于我们来说，谈论零排放交通总是意味着同时谈论氢能源。这个团体并非无足轻重，因此我们将密切关注汽车制造商在氢能源方面投入更多精力的情况。

Looking at Ford's EV sales in the United States for August the Mach-E is up to 5,033 units up 61% year over year and the F-150 lightning 1,018 down 57% year over year. So far this year Ford sold around 39,000 all electric vehicles in the United States up about 6.5% from last year. Looking at the red bars for this year since the factory shutdowns in Q1 they've been seeing a steady uptick in EV sales in the States. After today though the Mach-E still only sits just over 23,000 units and the F-150 lightning 11,000.

在审视福特在美国的电动汽车销售情况时，Mach-E型号的销量达到了5,033辆，同比增长了61%，而F-150闪电版则下降了1,018辆，同比下降57%。到目前为止，福特在美国今年已售出大约39,000辆纯电动汽车，同比增长约6.5%。从今年以来的红色柱状图来看，自第一季度工厂停工以来，他们在美国的电动汽车销量一直呈稳步上升的趋势。然而，即便截至今天，Mach-E型号的销量仍然仅有23,000多辆，而F-150闪电版只有11,000辆。

There was this article out there by Mozilla going around talking about how cars have the worst habits for customer privacy of any type of product. And in their rankings they had Tesla ranked dead last. I just needed to say I think Tesla specifically this report is totally nonsense. For example they said Tesla got dinged for untrustworthy AI because of their autopilot system being involved in some accidents. More importantly though they talk about these companies collecting data you're not even aware of, selling your data and doing all types of shady practices. But I'll put this blog post from Tesla below if you want to read it. Tesla doesn't do any of that and what they do do they're very upfront about. At any time you can get a copy of your data and they say we do not sell your personal info to anyone for any purpose period.

有一篇Mozilla的文章正在流传，谈论汽车作为任何产品中最糟糕的侵犯客户隐私习惯。在他们的排名中，特斯拉被评为最差。我只是想说我认为特斯拉，特别是这份报告，完全是胡说八道。例如，他们说特斯拉因其自动驾驶系统在一些事故中的涉及而受到了对AI不可信的批评。更重要的是，他们谈到这些公司在你毫不知情的情况下收集数据，出售你的数据，并进行各种可疑的行为。但是，如果你想阅读，我会在下面放置特斯拉的这篇博客文章。特斯拉并没有做这些事情，而且他们对于自己所做的事情非常坦诚。你可以随时获得你的数据备份，而且他们明确表示自己不会出售你的个人信息给任何人，无论出于何种目的。

Walter Isaacson had a piece in time about Elon and mostly AI but there is something I wanted to point out. They said Tesla has 160 billion frames per day of video that Tesla received and processed from the cameras on its cars.

瓦尔特·艾萨克森在《时代》杂志上写了一篇关于埃隆和人工智能的文章，但有一点我想提一下。他们说特斯拉每天收到并处理来自汽车摄像头的1600亿帧视频。

Replying to Farzad using that excerpt Elon said managing that data is extremely difficult. We ignore don't store at all or delete almost all of it. The training videos that matter are rare ones like weird and busy intersections so less than 1% of all videos.

回复Farzad，引用埃隆所说的：“管理这些数据非常困难。我们忽略了不储存或删除几乎所有的数据。重要的训练视频很少，例如奇怪和繁忙的十字路口，所以所有视频的比例不到1%。”。 回答Farzad的问题，Elon表示，他们在处理数据时面临极大困难。他们并不会储存或删除绝大部分的数据，只有少数几个视频是非常重要的，例如奇怪和繁忙的十字路口。这种重要的训练视频所占比例不到所有视频数量的1%。

Tesla is limited by AI training compute and video plus dojo fix it.

特斯拉受限于人工智能训练计算、视频以及道场修复问题。

Hope you guys have a wonderful day you can find me on X linked below. Please like the video if you did and a huge thank you to all of my patreon supporters.

希望你们有一个美好的一天，你们可以在下方链接里找到我。如果你们喜欢这个视频，请给它点赞。非常感谢所有对我进行赞助的朋友们。