Ellison and Elon's Cybertruck Project / Lexus Praises Tesla / Tesla Insurance Update ⚡️
发布时间 2023-09-20 20:01:42 来源
Welcome to Electrified, it's your host, Dylan Loomis. Quick shout out to my newest patrons, Ducey. Thank you for choosing to support the channel. Just a quick fun fact, we know that years later, Tesla still has roughly 60% of the auto-EV market in big regions like the United States, but it also owns 60% of the fast charging in the US. According to the Department of Energy, almost 21,000 of the about 33,000 public fast chargers are currently Tesla superchargers. For 63%.
欢迎来到《电动化》，我是主持人迪伦·卢米斯。在这里快速向我最新的赞助人Ducey致以问候。感谢您选择支持本频道。一个有趣的小事实是，多年后我们知道，特斯拉在像美国这样的大地区仍然占据大约60%的电动汽车市场份额，但它也拥有美国60%的快速充电设施。根据能源部的数据，目前约有21,000个公共快速充电器中大约有33,000个是特斯拉超级充电器，占比63%。
With the recent chatter around a possible Tesla factory in Turkey, I dug this up. Turkey has become one of the most important manufacturers and suppliers of European automobile manufacturers in recent years. In 2020, Ford produced 455,000 vehicles, Renault, 378,000, and Mercedes, 19,400,000 all in Turkey. Turkey has become one of the world's leading production centers with nearly 500,000 employees, more than 1,000 companies, and 31 specialized industrial zones in the automotive sector. At the same time, with its location and potential, it's an important and supportive country for the EU countries, like France and Germany. And they noted having qualified human resources, high production, and export experience. So perhaps these Tesla Turkey talks have a bit more legs than some people may be expecting.
最近有关特斯拉在土耳其建厂的猜测不绝于耳，我找到了一些相关信息。近年来，土耳其已成为欧洲汽车制造商和供应商中最重要的之一。2020年，福特在土耳其生产了45.5万辆汽车，雷诺生产了37.8万辆，梅赛德斯生产了19.4万辆。土耳其已成为世界领先的汽车生产中心，拥有近50万员工、1000多家公司和31个专业工业区。与此同时，凭借其地理位置和潜力，土耳其对欧盟国家如法国和德国来说，是一个重要且支持性强的国家。他们指出土耳其拥有有资质的人力资源、高产能和出口经验。因此，也许特斯拉与土耳其的谈判比一些人预期的要有更大的可能。
I touched on it very briefly a few days ago, but since the video has been out a few days, here is John from Cleaner Watt. According to one of my sources, Tesla's Cato Road 4680 battery factory will be temporarily shutting down for three months beginning in November. Just a source, so take it how you will, but it would line up with certain things that we've seen, no standard range, all wheel drive, Model Y, the new cyber cell going into production ahead of Cybertruck production, if they did want to switch over production lines at Cato Road to move to this next Gen 2 version of the 4680. I will say though, if Tesla were to shut down Cato Road for November, December, and January completely, that has to mean that they're confident with their 4680 production at Texas to get the Cybertruck production up and running. In the good news, if we've learned anything from Tesla over the past few years, it's when they have shut downs so that they can come back even stronger going forward.
我几天前简要提到过这件事，但是视频已经发布了几天，现在请听一下来自Cleaner Watt的约翰。根据我的消息来源，特斯拉的Cato Road 4680电池工厂将在11月份开始暂时关闭三个月。这只是一个消息来源，你可以根据自己的理解来看待，但是它与我们看到的一些事情相吻合，比如没有标准续航版的四驱Model Y，新的cyber电池开始生产，提前于Cybertruck的生产，如果他们想要切换Cato Road的生产线以迁移到这个4680的第二代版本。不过我要说，如果特斯拉确实在11月、12月和1月完全关闭Cato Road，那肯定意味着他们对德克萨斯的4680电池生产非常有信心，可以让Cybertruck的生产启动起来。而好消息是，如果我们从特斯拉过去几年的经验中学到了什么，那就是他们在关闭期间来能够更加强大地回归。
We have a key Tesla supplier investing $99 billion to build its first plant outside of Asia in New Mexico. They'll begin construction on the factory in Santa Teresa near the US border with Mexico early next year, mass production set for 2025. Part of the reason they noted the proximity to North American customers, which account for 60% of HODA's sales. In addition to Tesla, HODA also supplies GM and Ford.
我们有一个重要的特斯拉供应商，将投资990亿美元在亚洲以外的地方在新墨西哥建厂。他们将于明年初在圣塔特里萨工厂附近开工建设，计划于2025年开始大规模生产。他们指出其中一个原因是该地靠近北美客户，这些客户占其销售额的60%。除了特斯拉，该供应商还向通用汽车和福特供货。
In what could arguably be the best credit redemption option for Tesla, we now have a Model 3 performance sweepstakes. So you can enter for your chance to win a free Model 3 performance. One winner will be selected at random to receive a Model 3P on October 6th this year. Multiple entries allowed. Nice. One credit redemptions when it comes to the Cybertruck sweepstakes, it's now 1000 credits up from 500 before.
这可能是特斯拉最佳的信用兑换选择之一，我们目前有一场Model 3性能车抽奖活动。因此，您可以参加抽奖，有机会赢得一辆免费的Model 3性能车。今年10月6日将随机选出一名幸运者赢得一辆Model 3P。允许多次参与。非常好。在涉及到Cybertruck抽奖时，现在信用积分已从之前的500提高到1000。
If you've been around the channel for a bit, you'll know we've often times mentioned big banks are going to want a piece of Tesla's deals and they could start offering better rates in partnership with Tesla. That's exactly what we get with this one. Australia's biggest bank is partnering with the country's most popular EV maker, Tesla, to speed up adoption. The Commonwealth Bank announced this deal with Tesla today revealing personal and business loans for EVs. From Tesla, they'll be offered at a discounted rate on the Tesla website. The bank's lending GM said we're seeing really strong demand from customers. Almost one in six of our new car loans are now electric. Overwhelmingly, customers are choosing Tesla, which is why it makes a lot of sense for us to partner.
如果您长时间关注我们的频道，您就会知道我们经常提到大银行将希望参与特斯拉的交易，并且他们可能会与特斯拉合作提供更好的利率。这正是我们在这个报道中要介绍的内容。澳大利亚最大的银行正在与该国最受欢迎的电动汽车制造商特斯拉合作，以加快电动汽车的普及。澳大利亚联邦银行今天宣布了与特斯拉的合作协议，并公布了个人和企业购车贷款计划。这些贷款将在特斯拉网站上以折扣利率提供。该银行的贷款总经理表示，我们看到客户对电动汽车有很强的需求。我们新车贷款中近六分之一都是电动汽车。而且客户大多选择特斯拉，这就是为什么与他们合作非常合理的原因。
The deal we'll see Tesla buyers able to apply for a con bank personal loan as they order a vehicle online. The bank will offer loans at a fixed rate of 5.49%, a discount of up to 1% on the price of a standard vehicle loan. The bank's finance GM said he also expected many loan applications to come from businesses as 40% of companies are expected to deploy EVs and hybrids in their fleets over the next year. All customers I'm talking to on the business side are interested in what's happening with EVs, how they can think about the transition, how they can adapt their buildings to charge. The flow of stock continues to come into the country, I think we'll continue to see substantial increases on the business side.
根据该交易，特斯拉购车者可以在线购车的同时申请中国建设银行个人贷款。该银行将以固定利率5.49%提供贷款，相较于标准车辆贷款利率，可享受高达1%的折扣。该银行的财务总经理表示，预计将有很多贷款申请来自企业，因为预计未来一年将有40%的企业采购电动汽车和混合动力汽车作为车队车辆。在与企业客户交流中，他们都对电动汽车的发展非常感兴趣，关心如何进行过渡，以及如何调整他们的建筑物进行充电。进口车辆的供应仍在继续进入该国，我认为我们将继续在企业方面看到大幅增长。
Through August this year, there have been around 56,000 EVs sold in Australia a year to date, and Tesla makes up 32,000 of that, again right around 60%.
截至今年8月，澳大利亚已售出大约5.6万辆电动汽车，其中特斯拉占据了3.2万辆，约占总销量的60%左右。
But it's not just the Commonwealth bank, they're one of several financial institutions to offer discounts on EV and hybrid vehicle loans.
但不仅仅是澳联银行，他们是几家金融机构之一，提供电动和混合动力车辆贷款折扣。
So in a world where everybody is dealing with higher interest rates and the cost of goods, to have even a little bit of an incentive to go buy an electric vehicle, specifically a Tesla, is of course a great thing.
在一个每个人都在应对更高利率和商品成本的世界中，能够有一点购买电动汽车（尤其是特斯拉）的动力，当然是一件很好的事情。
It looks like Ford has avoided a strike with the Canadian Union, Unifor at the last hour.
看起来福特在最后一刻避免了与加拿大工会Unifor的罢工。
But in doing so, I think they've shown their hand to the UAW.
但是在这样做的过程中，我认为他们向UAW透露了自己的意图。
Unifor and Ford have reached a tentative deal, but the details are not immediately available.
Unifor和福特达成了一项暂定协议，但具体细节目前尚不可得知。
Unifor said, we leveraged our Union's most powerful weapon, the right to strike.
Unifor表示，我们利用了工会最强大的武器——罢工权利。
When faced with the prospect of an all out strike, the company made a significant offer to the Union.
当面临全面罢工的前景时，公司向工会提出了一项重大的提议。
The bargaining committee has unanimously recommended the deal to the Union's rank and file membership for a ratification vote.
谈判委员会一致建议工会普通会员投票通过该协议。
Had these strikes gone through though, there would have been a lack of engines that would have halted production of two of Ford's top models at US factories, the best selling F-series and the Mustang.
如果这些罢工成功发起的话，福特美国工厂的两款最畅销车型 F系列和野马的生产将会因引擎短缺而停滞不前。
A strike in Canada would have been more consequential for Ford sales than the strike at the one in the US factories right now.
在加拿大的罢工对福特销售的影响可能比目前在美国工厂发生的罢工更为重大。
But I think the UAW's plan all along has been to save striking where it's going to hurt the F-150 and the Mustang for a later date.
但我认为美国汽车工人工会一直计划着拯救针对F-150和Mustang进行罢工，以在以后的某个时间点对其造成伤害。
From renew economy, rooftop and distributed solar has set a remarkable new record for the share of generation in the world's biggest standalone grid after peaking at nearly two gigawatts, this in South Australia.
来自《新能源经济》的报道显示，在南澳大利亚，屋顶和分布式太阳能发电在全球最大的独立电网中的发电份额创下了一个令人瞩目的新纪录，峰值接近两千兆瓦。
This happened on Sunday when it accounted for a record 74% of generation in the grid.
这件事发生在周日，当时它占整个电网发电量的纪录性74%。
And they said that mark is remarkable because only a few years ago, most energy experts would have said this was not possible on a standalone grid of this size or any grid for that matter.
并且他们说马克很了不起，因为仅仅几年前，大多数能源专家可能会说，这在这样一个规模的独立电网或者任何电网上都是不可能的。
And it looks like Western Australia's main grid is set to get more batteries.
看起来西澳大利亚的主要电网很可能将获得更多的电池储能设备。
Just Tuesday, they announced CATL has been awarded contracts worth more than $1 billion.
就在周二，他们宣布CATL已被授予价值超过10亿美元的合同。
I don't know who needs to hear this today, but I hope you choose to set huge goals and live life with some bigger.
我不知道今天有谁需要听到这句话，但我希望你选择设定巨大的目标，并以更宏大的方式生活。
I see so many friends and family going through life on autopilot with no real plans or purpose.
我看到很多朋友和家人都是毫无计划和目标地机械地生活。
This happens to all of us at times, but many people get stuck here and live here.
有时候，这种情况发生在我们每个人身上，但许多人会陷在这里，生活在这里。
Life is far more exciting when we have aspirations, we're pursuing, and things that get us excited to get out of bed.
生活更加令人振奋的时候，是当我们拥有追求的雄心壮志以及那些让我们兴奋地起床的事情。
Now don't fret if you're on autopilot right now, but don't stay there either.
现在如果你正处于自动驾驶模式，不要感到焦虑，但也不要停留在那里。
AG1 is the sponsor of this video and it's become a part of my life helping me to stay energized to live life well.
AG1是这个视频的赞助商，它已经成为了我生活的一部分，帮助我保持精力充沛，过上充实的生活。
Small choices, compounded daily make all the difference over a lifetime.
每天做出的小小选择，在一生中都会累积起来，并产生巨大的差异。
The studies show many of us are nutrient deficient and we can't reach our potential in that place.
研究表明，我们中的许多人缺乏营养，因此无法发挥我们的潜力。
And yes, whole natural foods first, but for those times life gets off track or to have an option to alleviate coffee addictions and afternoon crashes, AG1 is a killer option in my opinion.
是的，首选是整个天然食物，但是在生活偏离轨道的时候，或者为了减轻咖啡瘾和下午崩溃的情况， AG1 是我认为的绝佳选择。
Huberman doesn't play games and with him on the advisory board, it's an extra feather in their cap.
Huberman不玩游戏，他加入顾问委员会，这对他们来说是一个额外的荣誉。
Other than the cost, which I know many of us spend on useless stuff every month anyway, what do you have to lose?
除了费用，我知道我们很多人每个月都会把钱花在一些无用的东西上，那你还有什么可以失去的呢？
You can head to drinkag1.com slash electrified linked below to get 5 travel packs and a 1 year supply of vitamin D3K2 for free.
您可以访问以下链接：drinkag1.com/electrified，免费获取5份旅行装和一年份的维生素D3K2供应。
Invest in yourself. It's worth it.
投资于自己。它是值得的。
On Monday, Tesla requested a property on Wonderland Road South to be rezoned to allow for an automotive sales and service establishment, this in London, Ontario, so you might be getting a sales service and delivery center soon.
周一，特斯拉要求把伦敦南部的一个位于仙境路上的房产进行重新划定区域用途，以允许建设一家汽车销售和服务机构，因此您可能很快就会有一个销售服务和交付中心。
With this one, it would be new construction on a currently vacant lot.
这个项目将在目前一片空置地上进行新建。
So if this goes through, it could be another purpose built showroom and sales center like we just saw in Victoria, British Columbia.
如果这一计划得以实现，那么它可能成为另一个专门为之打造的展示和销售中心，就像我们刚在不列颠哥伦比亚省看到的那样。
This post from Tesla chain was going around where Grace Tallin was speaking in Chinese briefly and they talked about Tesla doing more over the next decade in the free trade zone.
特斯拉链上一篇帖子流传开来，格蕾丝·塔琳（Grace Tallin）在中文中简要发言，并谈到在未来十年内特斯拉将在自由贸易区进行更多的工作。
China actually formally expanded the Shanghai Free Trade Zone or FTZ, you might see it, to encompass where Gigashang High was initially built, so that that area would benefit from a raft of tax incentives and duty waivers as the newest section of the FTZ.
中国实际上正式扩展了上海自由贸易区（FTZ），你可能会看到，他们将其范围扩大以包括Gigashang High最初建立的地方，使该地区能够从一系列的税收优惠和关税减免中受益，成为自由贸易区最新的一个区域。
Duties will be deferred on certain shipments passing through the Ling Yang section of the FTZ and there are also tax exemptions for international goods passing through customs areas in that region.
在自由贸易区的灵阳区域，特定货物的关税将被推迟，同时通过该地区的海关区域将享受国际货物的免税待遇。
When the Chinese government made that move in a way for Tesla, they were essentially doubling the size of the FTZ and they were hoping to draw a new investment and sharpen its edge in advanced manufacturing.
当中国政府采取这一举措支持特斯拉时，实际上是在扩大自由贸易区的规模，并希望吸引新的投资，提升先进制造业的竞争力。
From the driven, Australian firm EV FireSafe tracks passenger EV battery fires worldwide.
来自澳大利亚的进取公司EV FireSafe全球追踪乘用电动车电池火灾。
From 2010 to June this year, its database records only 393 verified fires globally out of some 30 million EVs on the road.
从2010年到今年六月，全球道路上约有3000万辆电动汽车，其中只有393起火灾被其数据库记录并证实。
There was also another report May of this year by the Swedish Civil Contingencies Agency that found vehicles powered by ICE engines were 20 times more likely to catch fire than EVs in Sweden. And yes, I know that saying ICE engines is redundant but I'm leaving it there anyway.
今年5月，瑞典民事应急机构还发布了另一份报告，发现在瑞典，使用内燃机的汽车起火的可能性是电动汽车的20倍。是的，我知道说内燃机是多余的，但我还是留在那里。
Personally I like to have as many of these studies bookmarked as I can so if you wanted to follow suit it'll be linked below.
就我个人而言，我喜欢尽可能收藏这些研究，这样如果你也想效仿的话，可以在下方找到链接。
Kathi Wood has said Tesla is the biggest AI opportunity in the world today. This is a CNBC Pro article though and out of principle there's no way I can pay for this. But doing some digging I was able to find this, Kathi Wood predicted that the Roboscacy industry could generate 8 to 10 trillion dollars in revenue by 2030. I wanted to share that little anecdote though as a segue to this.
凯西·伍德表示，特斯拉是当今世界上最大的人工智能机会。虽然这是一篇CNBC Pro的文章，但基于原则，我不能支付阅读该文章所需的费用。但我进行了一些调查，发现凯西·伍德预测，到2030年，机器人科技产业可能会创造8000至1万亿美元的收入。我想分享这个小插曲，以作为进一步讨论的引子。
In Elon's biography, there was this part that was making its rounds on the internet. Elon was explaining why he thought Tesla was on a trajectory to be the most valuable company in the world, one that made 1 trillion dollars in profits every year. But there's actually something else in this passage that should not be overlooked. Elon said, I guess I've always wanted to push my chips back on the table or play the next level of the game. I'm not good at sitting back. Elon was told you don't have to be in a state of war at all times but his response, it's part of my default settings.
在埃隆的传记中，有一部分成为了互联网上的热门话题。埃隆解释了为什么他认为特斯拉正在成为世界上最有价值的公司，在每年创造1万亿美元利润。但是这段文字中还有一些其他的东西不容忽视。埃隆说：“我猜我一直想要把我的筹码推回到桌子上，或者玩游戏的下一关。我不擅长坐下来。有人告诉埃隆，你不必时刻处于战争状态，但他的回答是：“这是我默认的设定之一。”
This beautifully encapsulates why Tesla is where they're at today and why they're going to do more incredible things going forward. Most normal human CEOs strive to get some level of success and when they achieve it, they tend to take their foot off the accelerator and make incremental improvements. The risk taking goes down, the innovation decelerates and all of that. But that's just not how Elon is wired, so he's constantly going to be looking for these huge world changing things to build teams to spin up around to eventually work on and solve.
这个描述很好地阐述了为什么特斯拉走到了今天，并且为什么他们将来会做更多令人惊叹的事情。大多数正常的人类首席执行官努力追求一定的成功，当他们达到目标后，他们往往会松懈下来，只做一些渐进式的改进。风险降低了，创新速度减缓了等等。但这种情况并不适用于埃隆，他的思维方式完全不同，他会不断寻找那些能够改变世界的巨大事情，组建团队来解决并最终开始工作。
Tesla has that warlike mentality still as one of the biggest companies in the world because of how Elon is wired and because of how he's built the company over the past decade plus. And there are certainly pros and cons with that approach but over the long term as a shareholder, that's exactly what I personally want to sign up for.
特斯拉作为全球最大的公司之一，仍然拥有类似战争般的心态，这要归功于埃隆的思维方式以及过去十年来他所打造的公司。当然，这种方法有其利弊，但从长远来看，作为股东，这正是我个人希望投身其中的。
Larry Ellison who served on Tesla's board for a few years and his close personal friends and an advisor of sorts to Elon just gave a keynote at CloudWorld2023 and listened to this. That's real. That was the first Oracle police car. And we had to put in, if you will, a Tesla-like screen in a Tesla position where the application, the navigation application, checking drivers, checking license plates, things like that. All is done, all voice activated. Everything is voice activated. If there's an incident the officer is driving to, they will see what the officer who's already on site sees from their camera. They'll see what's on the audio video network.
拉里·埃里森曾在特斯拉董事会任职多年，他是埃隆的亲密朋友，也是一种顾问。他刚在CloudWorld2023的主题演讲中提到了这个。这是真实的。这是第一辆Oracle警车。我们需要将一个类似特斯拉的屏幕放置在特斯拉的位置上，用于应用程序、导航应用程序、检查驾驶员、检查车牌等等。所有功能都可以通过语音激活。所有都是语音激活的。如果有警员正在前往的事件，他们将可以从自己的摄像头上看到已经在现场的警员所见的情况。他们还可以在音频视频网络上看到现场情况。
Our next generation police car is coming out very soon. It's my favorite police car. It's my favorite car actually. It's Elon's favorite car. It's incredible. I know too much about it. Some of it's still to be disposed. But among other things, it's very safe, very fast. It's got a stainless steel body. We don't have to add a screen to it because we don't have to add cameras to it because we actually use their existing cameras and their existing screen to put our application up for people in the Tesla vehicles. You can use a non-Tesla vehicle and we can enhance it or you can use a Tesla vehicle. This all this stuff is up and running. It's actually deployed in Stanislaus County. I know for the police and I believe also for the fire, which one command center. Stanislaus County is a rural area in California near Yosemite Valley. So definitely a pretty exciting revelation.
我们的下一代警车将很快推出。这是我最喜欢的警车，实际上也是我最喜欢的车子。这是埃隆最喜欢的车子。简直令人难以置信。我对它了解很多。其中一些尚未公开。但除此之外，它非常安全、非常快。它有不锈钢车身。我们不需要为它添加屏幕，因为我们不需要为其安装摄像头，我们实际上使用他们现有的摄像头和屏幕，在特斯拉车辆上为人们提供我们的应用程序。你可以使用非特斯拉车辆，然后我们可以增强它，或者你可以使用特斯拉车辆。所有这些都已经开始运行，实际上已经在斯坦尼斯劳斯县部署，我知道这是为了警察，我相信还会为消防部门提供指挥中心。斯坦尼斯劳斯县是加利福尼亚州靠近优胜美地山谷的一个农村地区。这肯定是一个非常令人兴奋的发现。
Ellison and Elon teaming up again. I think some people are confused thinking this is an oracle police truck. It's really just oracle outfitting or tricking out a cyber truck and other vehicles with their software and cloud features and some extra first responder type benefits that will make their lives easier and safer.
埃里森和埃隆再次合作。我想有些人可能会混淆，以为这是一辆甲骨文的警用卡车。实际上，这只是甲骨文利用他们的软件和云特性来改装或装扮一辆赛博卡车和其他车辆，并加入了一些额外的第一响应类型的优势，这将使他们的生活更加轻松和安全。
We have a Congress member asking Tesla today to detail its relationship with CATL amid concerns that US EV subsidies were improperly flowing to foreign entities. In the letter he asked if Tesla has contracts with CATL or is considering contracts. He said the committee is concerned CATL may be trying to negotiate other agreements like the agreement with Ford that is still under investigation for that big LFP battery factory in Michigan. He also asked Elon if Tesla had taken any actions to increase production on the number of vehicles that will qualify for the clean vehicle credit. Seems like a question he should know the answer to, but he also wrote to Nissan asking for details about their battery suppliers and their US manufacturing plans.
今天，我们有一位国会议员要求特斯拉详细说明与宁德时代的关系，因为有人担心美国的电动汽车补贴被错误地流向了外国实体。在信中，他询问特斯拉是否与宁德时代有合同或正在考虑合同。他表示该委员会担心宁德时代可能会试图谈判其他协议，就像他们与福特达成的那个在密歇根州进行调查的大型LFP电池工厂协议一样。他还问埃隆，特斯拉是否采取了任何行动，以增加符合清洁车辆积分的车辆数量的生产。这似乎是一件他应该知道答案的事情，但他还给尼桑写信，要求他们提供有关他们的电池供应商和在美国制造计划的详细信息。
But look, in fairness one of the main drivers of the IRA in the first place was to reduce our dependence on China so I understand why they want to learn more.
但是要看，在公平的角度上，爱尔兰共和军的主要动力之一首先是为了减少我们对中国的依赖，所以我理解他们为什么想要了解更多。
I've had a few people messaging me about Tesla insurance and why we've had this delay. I don't have any insider information but here's what we do know. Right now it's still only active in 12 states. Most recently it was Minnesota. We heard about that in November of last year. We do know that Zach Kirkhorn who is now no longer at Tesla was part of overseeing this program but he left shortly after we already had a gap in new rollouts.
最近有几个人给我发信息询问特斯拉保险以及为什么会有延迟。我没有内部信息，但我们知道的是这样的。目前，特斯拉保险只在12个州开始提供。最近的一个是明尼苏达州，我们是在去年11月得知的。我们知道负责监督这个项目的扎克·科克霍恩（已经不在特斯拉工作了），但在我们面临新推出的间隙后不久他就离职了。
I was able to find this Tesla's MGA relationships managing general agent produced total direct premiums written of 242.9 million last year up from 111.7 million in 2021. The next two states where Tesla insurance is supposed to launch are Florida and Washington. Each state regulator has approved Tesla's offering. The Florida filing was approved in March of this year.
去年，我找到了特斯拉的MGA（关系管理总代理）的直接保费总计2.429亿美元，相比之下，2021年的总额为1.117亿美元。特斯拉计划在接下来的两个州，即佛罗里达和华盛顿开展保险业务。每个州的监管机构都已批准了特斯拉的产品。佛罗里达的申请于今年3月获得批准。
The last update we got Zach said Tesla was currently at a $300 million annual premium run rate as of the end of 2022. He said Tesla insurance is growing 20% per quarter so is actually growing faster than the vehicle business. And in states where Tesla insurance is on average 17% of the customers in those states are using a Tesla insurance product.
最近一次更新中，Zach表示，截至2022年底，特斯拉每年保费运营额已达3亿美元。他表示，特斯拉的保险业务每季度增长20％，实际增速超过了汽车业务。在特斯拉保险可用的州份中，平均有17％的客户选择使用特斯拉保险产品。
But the main thing I wanted to remind everybody of is even though we're not hearing new states approve for Tesla insurance in the background in these current states Tesla insurance is still helping Tesla drive down the repairability costs. Elon said a big part of Tesla insurance was to have this feedback loop into minimizing the cost of repair for Tesla's worldwide. Before they did not have a good insight into that because other insurance companies would cover the cost and it was usually unreasonably high. So having this program in place in this tight feedback loop Tesla has adjusted the design of the cars and may changes in software of the cars to minimize the cost of repairs.
但我想提醒大家的主要是，即使我们没有听到新的州批准特斯拉保险的消息，但特斯拉保险仍然有助于降低特斯拉的修理成本。埃隆表示，特斯拉保险的重要部分就是通过这个反馈循环来最大限度地减少特斯拉全球的修理成本。以前他们对此没有很好的了解，因为其他保险公司会承担费用，而费用通常是不合理高的。因此，通过这个紧密的反馈循环，特斯拉已经调整了汽车的设计，并对汽车的软件进行了许多改变，以尽量减少修理成本。
And one other thing I wanted to mention on this when it comes to the Tesla investor questions through say for the Q3 call we should maybe be asking about Tesla insurance to get an update so just something to keep in mind if you want to ask a question.
还有一件事我想在谈到特斯拉投资者问题时提及，比如在第三季度电话会议中，我们可以询问一下特斯拉的保险事宜以获取最新信息，这只是提醒你们，如果你们想提问的话。
Rob touched on the factory shutdown at Gigatexas that's been going on now for seemingly two weeks last night but I wanted to do my part in also spreading the word. And on that note most recently Troy Tesla has his estimate publicly at 442,000. I'm not going to share his exact updated number from Patreon but I will say it's we should get the official company compiled consensus in the next 10 days or so and most likely it'll be much lower than this 462,000 analysts consensus now.
罗布昨晚提及了吉加特萨斯的工厂关闭问题，似乎已经持续了两周，但我也想尽一份力来传达这一信息。另外，特洛伊·特斯拉最近公开对此进行了估计，数字为442,000。我不会分享他在Patreon上的最新具体数字，但我可以说，在接下来的10天左右我们将获得官方公司编制的共识，很可能会比现在的462,000更低。
And as a refresher here are Tesla's Q2 numbers from this year 466.1,000 deliveries so it's looking like we're going to come in below that for quarter three but again should have been expected Tesla broadcast this on the call.
作为复习，这是特斯拉今年第二季度的数字，即46.61万交付量。所以看起来我们第三季度的交付量将会低于这个数字，但是这也是可以预料到的，特斯拉在电话中已经公布了这一点。
Today the UAW has struck a ZF group plant in Alabama where they built front and rear axles for Mercedes vehicles built nearby. The core issues for workers there, wages, that tiered wage structure and healthcare coverage. For now though they're saying this plant will continue to run.
今天，美国汽车工人联合会（UAW）在阿拉巴马州的一家ZF集团工厂罢工，该工厂生产附近的奔驰汽车所需的前后轴。工人们关注的核心问题是工资、分层工资结构和医疗保障。尽管如此，他们表示该工厂将继续运营。
Magna's new head of Europe had some fairly interesting comments on Tesla's Gigacasting strategy. He said, I think we've got to be careful, it's not as easy as it seems. Magna is the world's fourth largest automotive parts supplier. When asked if Magna would move into megacastings he said we're going into it a little bit. Obviously we all know there's one automaker very active in this Tesla. I know a lot of people are reviewing Tesla products and he added not as easy as it seems because of quality reasons. It's also very capital intensive. Casting is a really big business for us especially aluminum casting and it's growing. We're looking into megacasting but we're not actively pursuing it. He was asked if customers are asking for it, everybody is learning right now what's out there. Our customers are ripping these cars apart and really taking a look at them. Buddy said we will not jump blindly into this.
Magna的新任欧洲负责人对特斯拉的超级铸造战略发表了一些非常有趣的评论。他说，我认为我们必须小心，这并不像看起来那么简单。Magna是世界第四大汽车零部件供应商。当被问及Magna是否会进入大型铸件时，他说我们稍微涉足了一点。显然，我们都知道有一家汽车制造商在这方面非常活跃，那就是特斯拉。我知道很多人正在审查特斯拉的产品，他补充道，由于质量原因，这并不像看起来那么容易。同时，这也需要大量的资金投入。铸造对我们来说是一个非常重要的业务，尤其是铝铸造，而且它还在不断增长。我们正在研究大型铸件，但我们并不是积极追求这一领域。他被问及客户是否有要求时，他说现在每个人都在学习了解市场上的情况。我们的客户正在彻底研究这些汽车。但他表示我们不会盲目跳进这一领域。
And the key concerns from customers in Europe. ADAS is a huge subject in Europe. I think time to market is also an important topic. My worry is also the Chinese entering the European market. Not as easy as it looks huh? You don't say.
在欧洲，客户的主要关注点是什么？ADAS 在欧洲是一个重要的议题。我认为市场推出时间也是一个重要的话题。我还担心中国进入欧洲市场。看起来并不像看上去那么简单，是吧？你说的没错。
Something to keep an eye on from the Texas utility they just put out a RFP or a request for proposals for 500 megawatts of energy storage. This from CPS energy which serves San Antonio Texas. Responses are welcomed for both large scale and smaller projects. The deadline for proposals is October 18th of this year. And if you assume an average 3 hour duration which as far as I've seen is the national average in the states, this would be a roughly 1.5 gigawatt hour project. Or 1,500 megawatt hours.
来自德克萨斯州的公共事业部门最近发布了一份请求建议书（RFP），要求提供500兆瓦的储能设备。这项 RFP 是由为圣安东尼奥德 CPS 能源发起的。这个请求对于大型和小型项目都欢迎回应。提案的截止日期为今年的10月18日。如果我们假设每次充放电平均持续时间为3小时，这个项目大致相当于1.5吉瓦特时，或者说1500兆瓦时。
The United States and Japan are calling for more collaboration to meet EV requirements. A global benchmark event just kicked off with a call from the US and the Japanese government representatives who stressed the need to strengthen international cooperation given the scale and speed of investments required for the energy transition. This following back in March when the US and Japan signed an agreement focusing on free trade and critical minerals. The US currently has free trade agreements with 20 nations and is looking to add more including a recent discussion with Indonesia. The Minister of Economy from Japan said given that the battery supply chain is huge and unfortunately Japan is a resource poor country, we recognize the importance of strength and in global cooperation to secure battery metals. Large stream resources and to make sure the supply chain is more resilient.
美国和日本正在呼吁加强合作，以满足电动汽车需求。一个全球基准活动刚刚开始，美国和日本政府代表呼吁加强国际合作，以应对能源转型所需的规模和速度投资。这是继今年三月美日签署一项关注自由贸易和关键矿物的协议之后的又一次行动。美国目前与20个国家签署了自由贸易协议，并希望增加更多，包括最近与印度尼西亚的讨论。日本经济大臣表示，考虑到电池供应链的庞大规模以及日本资源贫乏的不幸情况，我们认识到加强全球合作的重要性，以确保电池金属的供应链资源更加坚固，并确保供应链更具弹性。
Simon Moore's from Benchmark said sodium ion Gigafactory capacity ramp up is underway in China at 10.4 gigawatt hours. 2024 will see a step increase in sodium ion capacity in China as it sores toward the 100 gigawatt hour mark. Sodium ion should now be considered near term next gen battery technology.
Benchmark的Simon Moore表示，中国的钠离子Gigafactory容量正在逐渐加大，目前已经达到了10.4吉瓦时。到2024年，中国的钠离子容量将迈向每小时100吉瓦，届时将迎来一个巨大的增长。钠离子技术现在应该被视为近期的下一代电池技术。
One thing that will be very interesting to watch is how GM and Chevy handle the new redesigned Chevy Bolt which presumably will use the Altium platform. It s already pretty close with the base version of the Chevy Equinox and it s TBD if they re going to keep it at that $30,000 starting price. But if the Bolt does become a bit more expensive on this Altium platform it s going to become very close to the Equinox entry price point.
有一件非常有趣的事情是观察通用汽车和雪佛兰如何处理全新设计的雪佛兰Bolt，预计将使用Altium平台。基于雪佛兰Equinox的基础版本已经很接近了，现在尚不确定他们是否会保持30,000美元的起价。但是，如果Bolt在这个Altium平台上变得更贵，它将非常接近Equinox的入门价格。
The chair of Ford UK said Britain risked undermining the country s transition to EVs if the government relaxes its current target to ban new petrol and diesel car sales by 2030. The British Prime Minister this week is expected to push back to 2035 the non-electric car ban from 2030. Ford s UK chair said the 2030 target is a vital catalyst to accelerate Ford into a cleaner future. It would be great if they were just pushing for it and believed in it without these looming bands. The company said we need the policy to bolster the ED market in the short term and supporting consumers while headwinds are strong, infrastructure remains immature, tariffs, loom and cost of living is high.
福特英国分公司主席表示，如果政府放宽到2030年禁止新汽油和柴油汽车销售的目标，英国可能会损害向电动汽车过渡的进程。预计英国首相本周将把非电动汽车禁令从2030年推迟到2035年。福特英国分公司主席表示，2030年的目标是推动福特实现更清洁未来的重要推动因素。如果他们能推动并坚信这一目标，而不是有这些迫在眉睫的禁令，那将是非常好的。该公司表示，我们需要这一政策来在短期内增强电动汽车市场，并在面临强大阻力、基础设施不够成熟、关税威胁以及生活成本高昂的情况下支持消费者。
Citing serious safety concerns, Nancy Pelosi and Kevin Mullen are asking if federal regulators to collect more detailed data on the operations of crews in Waymo and San Francisco. In a letter dated yesterday they cited incidents in which autonomous vehicles reportedly obstructed emergency responders. In the San Francisco Fire Department logged some 50 incidents this year in which autonomous vehicles interfered with emergency responders. And sadly it looks like it s not just in San Francisco but in Austin, Texas as well.
出于严重的安全担忧，南希·佩洛西和凯文·穆伦要求联邦监管机构收集有关Waymo和旧金山机组操作的更详细数据。在昨天的一封信中，他们引用了有关自动驾驶车辆阻碍紧急救援人员的事件。据旧金山消防部门记录，今年有大约50起事件涉及自动驾驶车辆干扰紧急救援人员。令人遗憾的是，这种情况不仅仅发生在旧金山，也发生在德克萨斯州奥斯汀。
The new Lexus boss has said an even bigger transformation is on the way in 2026 as the brand leaps into its next generation of EVs. Next month Lexus will unwrap their first concept for those EVs at the Japan Mobility Show.
新任雷克萨斯主管表示，在2026年，该品牌将迎来更大的转型，进入下一代电动汽车领域。下个月，雷克萨斯将在日本移动出行展上推出其首款电动汽车概念车。
Look at this thing, the Lexus LM chauffeured people mover. On the radar is a software operating system that Lexus said will unlock a new world of personalized premium perks and performance as well as luxury tailored to regional preferences. They're also considering an all-electric stick shift technology. And there are rumors of an EV sports coupe positioned as a spiritual successor to the legendary LFA supercar.
看看这个东西，雷克萨斯LM专车型运人。雷克萨斯表示，他们正在研发一种软件操作系统，该系统将解锁个性化的高级特权、性能以及根据地区偏好的奢华体验的新世界。他们还在考虑一种全电动手动换挡技术。还有传言说他们正在开发一款定位为传奇LFA超级跑车精神继承者的电动跑车。
Back to today's world Toyota and Lexus brands combined sold under 25,000 EVs worldwide in 2022. Through August of this year Lexus sold only 2068 RZ electric crossovers in the US.
回到今天的世界，丰田和雷克萨斯品牌在2022年全球范围内仅销售了不到25,000辆电动汽车。截至今年8月，在美国市场上，雷克萨斯仅售出2068辆RZ电动跨界车。
But he also said this, it's important to humbly look at and learn from Tesla's achievements. One of our first steps will be modifying and rethinking our production methods. Again every time I stop and really think about what's going on across the entire automotive industry and throughout the supply chain it really is all spearheaded by Tesla alone. It's still wild to me that this one little company 10 years ago that everybody expected to fail and many wanted to fail is now one of the most dominant companies on the planet. That's actually changing the world and that's not even hyperbole. It's pretty awesome.
但他也说了这一点，谦卑地看待并向特斯拉的成就学习是非常重要的。我们的第一步之一将是修改和重新思考我们的生产方法。每当我停下来真正考虑整个汽车行业和整个供应链发生的事情时，我都会意识到这一切实际上都是特斯拉在推动。对我来说，这个在10年前每个人都预期会失败并且许多人希望它失败的小公司现在成为全球最有影响力的公司之一，仍然让我感到惊讶。这实际上正在改变世界，这甚至不是夸大其词。真是太棒了。
Lucid and Rivian are set to open showrooms in Pasadena by the end of this year. A company like Mobileye and a company like Aurora that we cover as well use a hybrid approach meaning that sure they have some machine learning in there and some artificial intelligence but within that system they also think that hard coding software instructions is the best way to go. And in a thoughtful blog post late last week Mobileye's CEO came up and explained his logic behind having that software code embedded. Aurora believes that the same approach is going to win.
Lucid和Rivian计划于今年年底在帕萨迪纳开设展厅。像我们报道的Mobileye和Aurora这样的公司采用混合方法，这意味着他们确实在系统中使用了一些机器学习和人工智能，但他们也认为在该系统中嵌入硬编码软件指令是最好的方式。上周晚些时候，Mobileye的CEO在一篇富有思考的博客文章中解释了他嵌入该软件代码的逻辑。Aurora相信这种方法也将获胜。
And frankly in our recent note we said we don't know who's going to win this race. But at the end of the day it's a fascinating debate who's going to win pure artificial intelligence or neural networks or a hybrid approach between the two. You all know where my chips are at.
坦白地说，在我们最近的笔记中，我们已经说过我们不知道谁会赢得这场竞赛。但归根结底，谁会赢得纯人工智能、神经网络还是两者之间的混合方法，这是一个迷人的辩论。你们都知道我押注在哪儿。
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