The New Model Y: Good Luck / Tesla Ships and Q4 / Volvo and Ford's New EV's ⚡️

Welcome to Electrified, it's your host Dylan Loomis. So first up today, we mentioned this previously, but this month we have Dash, a new fleet of Tesla Model Wives that will be transporting in Tampa and surrounding areas for $2 per ride. Dash will operate 7am to 11pm Monday through Saturday and noon to 9pm on Sunday. With this service, you can only get picked up at 20 different hubs scattered around downtown, and this is set to go live sometime toward the middle of this month. The Dash app will pair up to 4 passengers to share a trip, and they'll be driven around by drive ambassadors that are downtown guides.

欢迎来到Electrified，我是您的主持人迪伦·卢米斯。今天首先要介绍的是我们之前提到过的消息，本月我们有一支名为Dash的新特斯拉Model Wives车队，将以每次2美元的价格在坦帕和周边地区提供运输服务。Dash将在周一至周六的上午7点至晚上11点运营，周日中午至晚上9点运营。使用这项服务时，您只能在市中心散布的20个不同中心点上车，该服务计划在本月中旬启动。Dash应用程序将配对最多4名乘客共享一次行程，并由市中心导游兼司机大使进行驾驶。

To start, this service will be available in these 7 downtown neighborhoods.

首先，该服务将在这七个市中心社区提供。

Next up, Dash operating with no driver, and may be software serving as the rider's guide. Tesla North America just posted on X if an airbag is deployed, hazard lights will automatically activate and flash faster to improve visibility. Update now rolling out to all US Model 3 and Y as well as SNX vehicles, 2020 and newer. I do think it would be really nice to be able to activate this feature manually, rather than only having it happen if an airbag is deployed, just in case you're in an environment where the typical hazards or for ways may not be enough.

接下来，Dash将在没有驾驶员的情况下运行，并且可能由软件充当乘客的指南。特斯拉北美刚刚在X上发布了消息，如果安全气囊被部署，危险灯将自动启动并快速闪烁，以提高可见性。更新正在向所有美国Model 3和Y以及SNX车辆（2020年及以后的车型）推出。我认为，能够手动激活此功能会非常不错，而不仅仅在安全气囊部署的情况下发生，以防万一您处于一个典型的危险环境，或者典型的警示方式可能不够。

I think most people in the Tesla community are at a point where we all just take these continuous software updates for granted, but the reality is we really should not.

我认为特斯拉社区的大部分人已经习以为常地接受了这些持续的软件更新，但实际上我们不应该这么做。

Just some quick comedy for you today, JP Morgan raised its Tesla stock price target to 135, saying we primarily attribute the continued collapse in Tesla consensus delivery volume, revenue earnings and cash flow to a misextrapolation of earlier trends with a pinch of rational exuberance thrown in. Collapsing delivery volume, they say. Well, looking at this chart from James Stevenson, not sure that's the most astute take I've ever seen. But maybe in this backwards clown world that some people are still living in, that would make some sense.

今天给你带来一些幽默内容，JP摩根将其对特斯拉股票的价格目标上调至135美元，并表示我们主要将特斯拉交付量、收入盈利和现金流的持续下降归因于对早期趋势的错误推测，再加上些许理性狂热。他们说交付量下降。好吧，看看詹姆斯·史蒂文森的这张图，我不确定这是我见过的最明智的看法。但或许在某些人仍生活在这个倒过来的小丑世界的地方，这种说法可能有些道理。

The Model 3 Highland is now available for sale in Thailand. Two variants available, the rear wheel drive and the dual motor all wheel drive long range. Looking at the Tesla Thailand configurator, they do have enhanced autopilot and full self-driving available for purchase. You may also notice right now there is no estimated delivery date for this vehicle, but step number one complete. Earlier this year, Tesla opened up a flagship store in Bangkok, Thailand and just a few weeks ago we heard the Prime Minister say Tesla may be looking into an EV manufacturing facility, while Microsoft and Google may be looking at data centers.

特斯拉Model 3高地版现在在泰国可供销售。提供两种版本，一种是后驱车型，另一种是双电机全轮驱动长续航版。通过特斯拉泰国配置器，我们可以购买到增强版自动驾驶和全自动驾驶功能。目前还没有这款车的交付日期，但第一步已经完成。今年早些时候，特斯拉在泰国曼谷开设了一家旗舰店，而几周前我们听说总理表示特斯拉可能正在考虑建立一个电动汽车制造厂，而微软和谷歌可能在考虑建立数据中心。

Volkswagen has just hired an ex-Tesla engineering director, Sanjay Lau to head a new department at the software unit, Cariad. Sanjay most recently worked at Rivian, and now he'll be tasked with developing VW's next gen software platform, not sure they ever really had a first gen. This Cariad unit's output will first be applied to two vehicle projects for Audi and VW, but then form the basis for scaling the software architecture across VW brands. Previously, Sanjay was the vice president of the software platform at Rivian. He worked at Tesla for two years as a director of engineering, and he also spent two years as a director of engineering for Android Auto. You may recall Oliver Bloom ordered a review of Cariad's strategy last year. The director of this Cariad division said the rethink took six weeks of intensive workshops, sometimes emotional. And just like many of the legacy OEMs have been saying, Cariad will be focusing on level three automated driving.

大众汽车刚刚聘请了前特斯拉工程总监Sanjay Lau来领导软件部门Cariad的一个新部门。Sanjay最近在Rivian工作过，现在他将负责开发大众的下一代软件平台，不确定他们是否曾经真正拥有第一代。Cariad部门的产品将首先应用于奥迪和大众的两个车辆项目，然后成为在大众品牌之间扩展软件架构的基础。此前，Sanjay曾担任Rivian的软件平台副总裁。他在特斯拉工作了两年，担任工程总监，还曾在Android Auto担任工程总监两年。你可能还记得去年Oliver Bloom下令对Cariad的战略进行审查。Cariad部门的负责人表示，这次重新考虑战略花费了六周的密集研讨会，有时情绪激动。就像许多传统汽车制造商一样，Cariad将专注于三级自动驾驶。

I think some of us have been thinking something like this was inevitable, but Astrid shared a picture of a cyber truck with the graffiti art on it. But there was also apparently Starlink on the roof. Starlink mobile is actually designed for permanent installation to your vehicle. And it also offers the highest tier of availability. So when the network is congested, if you have Starlink mobile, you will get top priority. I could speculate on this for a while, but for now I'll just say it's something to keep an eye on.

我认为我们中的一些人一直认为这样的事情是不可避免的，但是Astrid分享了一辆涂有涂鸦艺术的网络卡车的照片。但是车顶上似乎还有星链。星链移动网络实际上是为车辆永久安装设计的。它还提供最高级别的可用性。因此，当网络拥堵时，如果你有星链移动网络，你将得到最高优先级。我可以猜测一段时间，但现在我只想说这是一个值得关注的事情。

Chuck Cook shared a quick video of a Tesla eight ass driver working on his famous unprotected left turn, maybe validating something for version 12. But that's just speculation. Although it sounds like there's a chance this was the first time a Tesla employee eight ass driver was back to that same location, since they were doing testing for 10.69.

查克·库克分享了一个快速视频，展示了特斯拉的一个八个后面的驾驶员在他著名的未保护左转时的工作，可能为版本12验证了某些东西。不过这只是猜测。虽然听起来特斯拉员工第一次回到了同一地点，因为他们在进行10.69版本的测试。

You know how with Tesla at any point you can get a copy of all of your personal data. Well, I would encourage every one of you to do the same thing for your entire online profile. Ashley and myself to a lesser extent are somewhat private people. So when we found out about all of the data brokers that were literally selling our personal information, naturally, we were not happy about it.

你知道特斯拉可以随时获取你的所有个人数据吗？我鼓励你们每个人都为自己的整个线上资料做同样的事情。与Ashley相比，我更喜欢保持一定私密性。所以当我们发现有很多数据经纪商实际上在出售我们的个人信息时，自然而然，我们感到非常不满意。

Thankfully, there's an easy solution to this problem without having to spend hours and hours calling hundreds of different data brokers, asking them to remove your personal information. Shout out to delete me the sponsor of this video. So why delete me? Well, you do have to trust this company because you have to give them your personal info for them to then go ahead and remove it from the web. But after watching every review video online and learning that they've been doing this for over 10 years, their headquarters in the United States, I really liked everything I found and felt good about going forward.

幸运的是，解决这个问题有一个简单的办法，而不需要花费数个小时打电话给数百个不同的数据经纪人，要求他们删除您的个人信息。向赞助本视频的"delete me"大声致敬。为什么选delete me？因为您需要相信这家公司，因为您需要向他们提供您的个人信息，然后他们会帮助您从网络上删除这些信息。但在观看了在线的所有评论视频后，并了解到他们已经从事这项业务超过10年，总部位于美国，我对他们所做的一切感到非常满意，并且对继续使用他们的服务感到非常有信心。

I'll just show you so you can see for yourself. This is my first privacy report. Delete me just found 349 pieces of my personal identifiable information. And this first time around, they deleted 84 separate listings. In these periodic reports, they'll tell you which company or broker they reached out to, the status of the removal, and what information that site actually had about you.

我只是给你展示一下，这样你就可以亲眼看到。这是我的首份隐私报告。刚刚进行的查找中，"Delete me"发现了349个我个人可识别信息的片段。而在这第一次的清理中，他们删除了84个独立的列表。在这些定期报告中，他们会告诉你他们联系了哪个公司或经纪人，移除的进展如何，以及那个网站实际上收集了哪些关于你的信息。

And what's really nice about delete me even once they remove your information from websites and let you know, they'll continue to do these scans every 90 days. With delete me, you also get your very own personal privacy advisor in case you have any questions or personal requests. I was able to get you guys 20% off all of the consumer plans with my code electrified at join delete me dot com slash electrified linked below. And to Jason, my delete me rep, if you see this, thank you for saving me hours and hours of monotonous time.

当然了，而且删除我的个人信息只是一次性行为，他们会继续每隔90天进行扫描。通过使用删除我的服务，您还将获得个人隐私顾问，以便在遇到问题或有个人要求时提供帮助。我用我的优惠码"electrified"给你们提供了20%的折扣，该码可在 join delete me dot com slash electrified 下方链接中使用。感谢我的删除我的代表Jason，你节省了我大量单调乏味的时间。

If you go to the Tesla Model Y configurator and scroll down, you will find something new. We now have a rear wheel drive model Y for $43,990, 260 miles of range, 135 mile an hour top speed and zero to 60 of 6.6 seconds. Before any incentives, this is now $6,500 cheaper than the model Y long range. Looking at the specs of this new variant, the weight 4,154 pounds, roughly 200 pounds lighter than both the long range and performance variants, which come in just under 4,400 pounds. Two other key differences with this variant max supercharging rate 170 kilowatts and no seven seat variants at least not yet.

如果你打开特斯拉模型Y的配置器并向下滚动，你会发现一些新的东西。我们现在有一款售价43,990美元的后驱车型Y，续航里程达260英里，最高时速135英里，0-60加速时间为6.6秒。在任何激励措施之前，这款车型现在比长续航款便宜了6,500美元。从这款新车型的技术参数来看，它的重量为4,154磅，比长续航版和性能版轻约200磅，后两者的重量刚好不到4400磅。这款车型还有两个关键差别：最大超级充电速率为170千瓦，目前还没有提供七座版本（至少目前还没有）。

So yes, I would agree it seems like an LFP pack vehicle, which would allow you to charge to 100% as often as you want and effectively give you much more range than if you had an MC and could only charge to 80 or 90%. The only thing holding me back from being more confident with that statement is that on the Tesla configurator for the model Y, it says nothing about the credits being reduced as of next year. When if this was an LFP pack coming from China, just like we're about to see with the model three, we would expect maybe a 50% reduction in the credit.

是的，我同意这似乎是一辆采用LFP电池包的车辆，这将使你可以随意充电到100%，并且比如果使用MC电池只能充电到80%或90%时提供更多的续航里程。唯一让我对这个说法不太自信的是，在特斯拉Y型车的配置器上，并没有提到明年信用额度的减少。如果这是一款来自中国的LFP电池包，就像我们即将在Model 3上看到的那样，我们可能会预计信用额度减少50%左右。

I say that because if you go to the model three configurator page at the top with that banner reductions likely after December 31st, that wording does not exist on the model Y configurator.

我这样说是因为，如果你去看Model 3的配置页面，在顶部的横幅中说到可能在12月31日后进行减价，这个措辞在Model Y的配置页面上是不存在的。

You may remember a few weeks back, there was a model Y all wheel drive variant for about $48,000 with 279 miles of range compared to the 260 now. There are some people out there now saying this is the cheapest model Y ever, but as Sawyer pointed out, if you go back to February 2021, you'll see Tesla was offering a rear wheel drive standard range model Y for under $40,000, $39,990. That model was a bit faster, but had 16 miles less range.

你可能还记得几周前，特斯拉发布了一款售价约为48,000美元的Model Y全轮驱动车型，续航里程达到279英里，而现在的车型则为260英里。有些人现在称这是迄今为止价格最低的Model Y，但正如索耶所指出的那样，如果回溯到2021年2月，你会发现特斯拉还推出了一款售价不到40,000美元的标准续航后驱车型，售价为39,990美元。虽然这款车型速度稍快，但续航里程较短16英里。

Either way, for the average consumer to get a model Y for around $36,000 after the IRA tax credit is going to be an incredibly tough proposition for any of the competition.

无论如何，平均消费者在获得购买Model Y之后能够享受IRA税收抵免，对于竞争对手来说，这无疑是一项极为困难的任务。

Speaking of that, AJ is continuing to do some good work. He shared this chart with some other popular electric SUVs in the US and said that the model Y will be undercutting the average price of the competition by between 25 and 30% or $11,000 to $13,000. Now yes, you can make the argument an entry level model Y and a pull star three are not really direct competitors. Pull star is aiming for the much more luxury premium category. You can actually buy two model Y rear wheel drives for the price of one pull star three.

说到这一点，AJ正在继续做一些出色的工作。他与美国其他一些受欢迎的电动SUV共享了这个图表，并表示Model Y的价格将比竞争对手的平均价格降低25%到30%，即11000美元到13000美元。是的，你可以提出这样的观点，入门级的Model Y和Pull Star Three并不是直接竞争对手。Pull Star Three瞄准的是更奢华高端的市场。事实上，你可以用Pull Star Three的价格购买两辆Model Y后驱车型。

I hope this serves as a great reminder that when it comes to all of the Tesla demand chatter, Tesla still has so many different types of levers that it can pull when it comes to incentives and even changing the actual vehicle lineup.

我希望这能成为一个很好的提醒，就特斯拉需求争议而言，特斯拉仍有很多不同的策略可供采取，包括激励措施和实际车型的改变。

I do want to mention not all of these numbers are going to be perfectly accurate. For example, the weight of this model Y rear wheel drive is different as we just saw on the Tesla web page, but I did go through and check some of the other price and range figures and enough of them checked out.

我确实想提一下，并不是所有的这些数字都会完全准确。比如，正如我们刚在特斯拉网页上看到的那样，这款Y型后驱车型的重量是不同的，但我已经核实了一些其他的价格和里程数据，并且其中大部分都是准确的。

So now we'll wait and see how long this new variant will last for Tesla, but for now it's good to see them expand the lineup. I just briefly wanted to share these four charts from the financial times this data is from the IEA. We have solar additions, electric car sales, residential heat pump sales and battery storage additions. I really don't think I need to say too much here. I'm sure you can all pick up on the trends that all of these four charts are showing, putting us squarely in this energy transition at a time when the pace is starting to pick up and Tesla is positioned arguably the best of any company on the planet to take advantage of these trends. And maybe it's not until later in the decade, but I'm pretty confident at some point we will see a Tesla residential HVAC system that utilizes their heat pump technology. Per the usual, it's not going to be about timing the market. It'll just be time in the market.

现在我们将等待并观察特斯拉这个新系列会持续多久，但目前看来看到他们扩大产品线很好。我只是想简要分享一下这四张来自金融时报的图表，这些数据来自国际能源署（IEA）。我们有太阳能增加量，电动车销量，住宅热泵销售和电池储能增加量。我真的不认为我需要在这里多说什么。我相信你们都能看出这四个图表所显示的趋势，这将使我们完全置身于这个能源转型之中，而这一转型正在加速进行，而特斯拉在这些趋势中可能是全球排名最好的公司之一。也许在这十年后期才会出现，但我对于某一时刻我们将看到由特斯拉利用他们的热泵技术设计的住宅暖通空调系统相当有信心。像往常一样，这与市场的时间相吻合，而不是时机的把握。

The bearded Tesla guy YouTube channel made a road trip to find a cyber truck and he got some nice up close footage show. Just wanted to share a few quick clips. Let's see what we got under here. You can kind of see up through the bed right there. There's a pretty sizable space right here and for trucks that can sometimes be just to allow water out, you know, if there's moisture in the bed, but does not look like it's going to see you like some trucks. It's interesting. It's actually, I don't know if that'll be on the final version or not, but that is too much of a gap to be a sealed bed. The tread pattern is really, I mean, it's a good aggressive pattern, but it's not overly aggressive like some of the earlier prototypes that we saw, which is good for mileage of course. And I like the, how this is integrated looks pretty cool. Actually, holy cow. Okay, that's a really thick ABS. Let's see if I can zoom in here. We can see the thickness of the steel. Really, really, really hard to tell. Let's see, look how big that door is. Pretty thick. This one's had some feet applied to it. Yeah, so this one's two generations behind what they're shipping right now. And I believe there's one more to go, but I'm, I really like these wheels. These wheels are really nice and chunky. They're 20 inch. I think that's the right size for this, especially with a big chunk tire like that. At the arm rest down and there's the perforated seats that we've seen a lot of. There's the screen. It does have the screen, so it's a more recent build, which is cool. And then here's the front cab. Very nice. Here we go. A little bit nicer. Look inside there. Sorry about the wind. There's the front dash and everything else that's really cool inside. Shout out to Justin for making that trip. And then we have the surfing hippie on X, sharing some images of the Cybertruck with that new graffiti. Personally, I think it fits the Cybertruck aesthetic perfectly. And you can see the green one here and then a yellow one here.

胡子的特斯拉家伙YouTube频道进行了一次公路旅行，寻找一辆Cybertruck，并拍摄了一些近距离的画面。只想分享一些快速的片段。让我们看看下面有什么。你可以从床上看到上面。这里有一个相当大的空间，在一些卡车上，这有时只是允许水流出来，你知道，如果床上有湿气，但看起来它不像一些卡车那样。真有意思。实际上，我不知道这是否会在最终版本中，但这是一个太大的间隙，无法密封床。花纹真的很好，我是说，它是一个很好的积极花纹，但并不像我们之前看到的一些原型车那么过分积极，这当然对里程来说是好事。我喜欢这个结构的整合，看起来很酷。真的，天哪，那是一个非常厚的ABS。让我们看看我能否放大这里。我们可以看到钢的厚度。真的，真的，真的很难说。瞧，那个门有多大。相当厚。这是现在正在运输的版本的两代前。我相信还有一个更多的版本，但我真的很喜欢这些轮胎。这些轮胎真的很漂亮，很结实。它们是20英寸的。我认为这对于这个车型来说是正确的尺寸，尤其是配上那样大而厚实的轮胎。手扶手被放下了，座椅是有孔的，我们已经看到很多这样的座椅了。这是屏幕。它有屏幕，所以这是最新的版本，很酷。然后这里是前驾驶室。非常漂亮。我们来看看里面。很抱歉有风声。这是前面的仪表盘和其他很酷的东西。向Justin致敬，他做了这次旅行。然后我们有冲浪嬉皮X，分享了一些Cybertruck的图片，上面有新的涂鸦。个人认为它完美地符合Cybertruck的美学。你可以看到这里的绿色和黄色。

We got an update from Morton on the Tesla ship situation. So we have nine Tesla ships right now sailing for quarter four deliveries, some close to arrival. Now I've heard conflicting reports about how many Tesla vehicles can fit on the ship. I've seen as low as 2000 and as high as 5000. So if he roughly split the difference and go with around 3000, that could be in the neighborhood of 25 to 27,000 Teslas that are on the ships just waiting to be delivered.

我们得到了莫顿关于特斯拉船只情况的最新消息。所以我们现在有九艘特斯拉船正在为第四季度交付而航行，其中一些靠近目的地。关于船上可以容纳多少辆特斯拉汽车我听到了相互矛盾的报道。有的说最低能放2000辆，有的说最高能放5000辆。所以如果大概平均分一下，大约3000辆，那就可能有约25到27,000辆特斯拉正在船上等待交付。

I just wanted to make two points with this one. Tesla's inventory numbers are nowhere near being a problem. Still, don't forget about things like this. And two, this sets up beautifully for quarter four. A large portion of these cars are probably model three plus vehicles that Tesla could not deliver locally in China that they instead decided to export to Europe. No, I don't think Cybertruck will make any meaningful contributions to quarter four. And I do think some people may wait until next year to buy their Tesla so they can take advantage of the point of sale tax credit. Either way though, I think we're setting up for a strong quarter four in the event you have an OG Tesla Roadster for the first time since Tesla launched this new battery pack 3.0 for the original Roadster back in 2015. They have increased the price of this replacement drive Tesla got their hands on an internal Tesla memo and the upgrade will now cost 38% more than before at 40,000 US dollars. Tesla said they had to increase the price to more accurately reflect the complexity in building these battery packs and the change is effective immediately.

我只是想在这里提出两点。特斯拉的库存数字远没有成为一个问题。不过，也别忘了这种事情。其次，这为第四季度做好了准备。这些汽车中很大一部分可能是Model 3 Plus车型，特斯拉在中国无法本地交付，所以决定出口到欧洲。不，我不认为Cybertruck对第四季度会有任何重要贡献。我确实认为有些人可能会等到明年才购买特斯拉，以便利用销售税收抵免。无论如何，我认为我们正在为一个强劲的第四季度做准备，这是自从特斯拉在2015年推出原始Roadster的新电池包3.0以来，我们第一次拥有一款原始Roadster，特斯拉已经提高了这个替换驱动器的价格，他们得到了一份内部特斯拉备忘录，升级价格现在比之前高出38%，达到了40,000美元。特斯拉表示，他们必须提高价格以更准确地反映这些电池组的建造复杂性，此变更立即生效。

There was an interesting chart shared by Zander on X comparing early Rivian deliveries with early Tesla deliveries. However, should be noted the Tesla delivery started with the Model S excluding the Roadster sales, which I think makes sense. I don't want to take anything away from Rivian because they've been doing great work. I just wanted to highlight Tesla back in 2012 with no real meaningful battery supply chain and so many more hurdles at that time. It's not really a great apples to apples comparison. Today electric vehicles are much more widely accepted but again I think the biggest difference is the existence of the battery supply chain. That Tesla really has spearheaded the development of not to mention all of the funding and investment that Rivian may have never seen had it not been for Tesla.

Zander在X上分享了一个有趣的图表，比较了Rivian和特斯拉的最早交付情况。但是需要注意的是，特斯拉的交付是从Model S开始计算的，不包括Roadster的销售，我认为这是有道理的。我并不是想贬低Rivian，因为他们做得非常出色。我只是想强调一下，特斯拉在2012年时面临了许多更大的障碍，比如没有真正有意义的电池供应链。这不是一个很好的苹果对苹果的比较。如今，电动汽车得到了更广泛的认可，但我认为最大的区别在于电池供应链的存在。特斯拉真的引领了电动汽车的发展，更不用说他们的资金和投资对Rivian的帮助了。

Samsung has teamed up with Lucid for a cutting edge wall. This new wall at Lucid's design studio will enhance the collaborative design process for its future EV models. While designing the Lucid Air Sapphire from concept sketches all the way to final adjustments, Samsung enabled us to visualize the future of our vehicles in high resolution at all stages of development. A 255 inch class high resolution display. Powered by micro LED technology, it allows Lucid's designers to view and review their designs in true to life color at one to one scale. With this new tech, we can effortlessly visualize design data that incorporates engineering feedback and simulation results, allowing us to promptly assess the effects of any alteration on the overall design.

三星与Lucid合作研发了一块尖端屏幕墙。这块位于Lucid设计工作室的新墙将改善未来电动汽车模型的协作设计过程。从概念草图到最后的调整，设计Lucid Air Sapphire时，三星让我们能够在开发的各个阶段以高分辨率看到我们车辆的未来。这是一块255英寸级别的高分辨率显示屏，采用了微型LED技术，让Lucid的设计师能够以逼真的色彩以一比一的比例查看和审查设计。有了这项新技术，我们可以轻松地将工程反馈和模拟结果融入设计数据，并迅速评估任何变动对整体设计的影响。

Remember how those lawyers wanted $230 million in legal fees for that deal that they settled with some Tesla directors over their compensation that they will now be returning? Yeah, Tesla's not really gonna go for that. They said those fees were demonstrably unreasonable. And we're roughly four times what the lawyers should earn for leading the investor lawsuit. We don't need to get into the nitty gritty here but I do think it's worth noting they said regardless of what it costs the directors and how much they have to give back, this agreement settlement is only going to be worth about $295 million to Tesla. This is part of why they're arguing that that settlement amount for those lawyers is ridiculous. These legal briefs from Tesla were filed back September 22nd but were just made public yesterday. We'll see what happens.

还记得那些律师为了那笔他们和一些特斯拉董事会成员就他们的薪酬达成的和解协议而要求2.3亿美元的法律费用吗？是的，特斯拉不会同意付那么多。他们说这些费用明显不合理。而且，相对于律师在引领投资者诉讼中应该赚到的费用，这个数额大约是四倍。我们不需要深入细节，但我认为值得注意的是，他们说无论对董事们的代价和他们需要归还多少钱，这个和解协议只对特斯拉来说价值约2.95亿美元。这是他们认为那些律师要求的和解金额荒谬的部分原因。这些特斯拉的法律文件在9月22日提交，但直到昨天才公开。我们拭目以待。

Volvo has just announced the price of their entry level EX30 electric vehicle. You're gonna have single motor variants with 275 miles of range between 36 and $41,000. Then you can step up to a twin motor performance all wheel drive variant with around 265 miles of range between 46 and $48,000. The EX30 will be Volvo's smallest electric vehicle in their fleet and the small packs have a 69 kilowatt hour pack. Deliveries are set to begin summer 2024. They are going to be made in China though so they will not qualify for the IRA tax credit. 0-60 in 3.4 seconds. They do come with a heat pump. They can sew up to 2,000 pounds. They have the Thor hammer headlamps. A comparable vehicle size wise would be the Hyundai Kona. The EX30 has 32 cubic feet of cargo capacity, a lot of hard plastic inside. There's no instrument cluster, just one main touchscreen like Tesla and they have the phone chargers and ambient lighting again like Tesla. They use a Google touchscreen, there's a Harman card and audio sound system, max charging speeds of 153 kilowatts and it has a 360 degree camera. Personally, I think this car has some juice. What do you guys think?

沃尔沃刚刚公布了他们入门级EX30电动汽车的价格。你可以选择单电机版本，续航里程为275英里，价格介于36,000美元至41,000美元之间。你也可以选择双电机动力全轮驱动版本，续航里程约为265英里，价格介于46,000美元至48,000美元之间。EX30将成为沃尔沃车队中最小的电动汽车，小型电池组容量为69千瓦时。交付将于2024年夏季开始。不过，由于生产地在中国，这些车将无法获得IRA税收抵免。加速0-60英里仅需3.4秒。它们配备有一个热泵。最大承载重量可达2,000磅。它们有雷神锤前大灯。尺寸相当的竞争车型可能是现代科纳。EX30具有32立方英尺的货物容量，内饰使用大量硬塑料。它没有仪表盘，只有一个主触摸屏，类似特斯拉，还有像特斯拉一样的手机充电器和环境照明。它采用谷歌触摸屏，配备哈曼卡顿音响系统，最大充电速度为153千瓦，并具备360度摄像头。个人认为这款车很有竞争力，你们觉得呢？

GM has officially begun deliveries of both the Silverado and the Chevy Blazer EVs selling 18 and 19 respectively in quarter 3. More importantly, GM is starting to get some level of traction with its more established electric vehicles. The Cadillac Lyric sold 3,018 units in the third quarter, up from the 36 last year and 1,167 Hummer EVs in the quarter, up from 411 a year ago. And they're saying GM said again it expects to build more EVs through the second half of this year. Well, we're already through one half of the second half of the year so we're running out of time. It really is too soon to see any significant impact from the UAW strikes on GM's third quarter sales. Those strikes began September 15th so that wasn't a whole lot of time. GM's electric vehicle sales did increase 28% compared to quarter 2. It'll be very interesting to see what GM does with the bolt because again it is their best selling electric vehicle. Its combined sales are up 125% year to date. The total through the third quarter already exceeds that of 2022. And yes, those Silverado EV deliveries are right now only fleet customers. Cadillac Lyric sales in the third quarter, up 124% compared to Q2. The threshold that I'm personally always looking for is 10,000 units of a full electric vehicle being sold month after month. So far in the United States, no one else outside of Tesla is pulling off that feat.

通用汽车已开始正式交付 Silverado 和 Chevy Blazer EV，分别在第3季度销售18和19辆。更重要的是，通用汽车开始在其更成熟的电动车上取得一定的进展。Cadillac Lyric在第三季度销售了3,018辆，而去年同期只有36辆，Hummer EV在该季度销售了1,167辆，而去年同期是411辆。他们再次表示，通用汽车预计将在今年下半年生产更多电动车。现在，我们已经过了今年下半年的一半，所以时间不多了。在通用汽车的第三季度销售中，UAW罢工对其造成的影响还不明显。罢工开始于9月15日，所以时间不算太长。与第二季度相比，通用汽车的电动车销量增长了28%。看通用汽车如何处理Bolt会非常有趣，因为它是他们最畅销的电动车型。今年到目前为止，其销量同比增长了125%。到第三季度结束时，总销量已经超过了2022年的。是的，Silverado EV的交付目前只限于车队客户。Cadillac Lyric在第三季度销量较第二季度增长了124%。我个人一直寻找的阈值是每月销售1万辆的电动车。到目前为止，在美国除了特斯拉之外，没有其他公司能够做到这一点。

We talked about how Ford was going to pause the construction of the battery plant in Michigan, the joint venture with CATL. Ford is still getting public funding for that site. And now Ford is saying that regardless of what happens with the CATL deal, they will use that location for some sort of production regardless. And thus, it's still being prepared for that purpose. This third party company, Walbridge is actually doing the site prep work now. It's only the Ford component of the work that has been paused. Good news for Rivian R1S fans as you can now configure one with the Max-Pack battery, which has an estimated range of 400 miles. Compared to the large pack, the Max-Pack is $10,000 extra and offers 48 extra miles of range. Ford was trying to instill some new rules when it comes to dealerships and selling electric vehicles, but now we have a judge ruling that we may see a pause on those rules. A judge has blocked Ford and Lincoln from imposing facility and business requirements on five dealerships to sell EVs until the retailer's lawsuit challenging Ford's dealer agreement changes as resolved. The question before the court is not whether the programs are reasonable or whether participation is voluntary. Instead, the question before the court is whether the effect of Ford's EV programs modifies the franchise business relationship. Each states that a non-participating dealer may not sell or service Ford EVs, this would be a significant change in the current business model. For now though, this situation is still up in the air.

我们谈到了福特将暂停密歇根州的电池工厂建设，以及与宁德时代的合资计划。福特仍然在获得该工厂的公共资金支持。现在福特表示，无论与宁德时代的交易结果如何，他们都将在那个位置进行某种类型的生产，并且为此而进行准备。第三方公司Walbridge目前正在该地的准备工作中执行。只有福特部分的工作被暂停。对于Rivian R1S的粉丝来说，有好消息了，您现在可以配置一台带有Max-Pack电池的车型，其预计续航里程为400英里。与大容量电池相比，Max-Pack电池额外需要支付10000美元，并提供额外48英里的续航里程。福特试图制定一些有关经销商和销售电动车的新规定，但现在我们有一位法官裁定可能会对这些规定进行暂停。法官已禁止福特和林肯在五家经销商出售电动车之前强制执行设施和业务要求，直到零售商对福特的经销商协议变更提起的诉讼解决为止。法庭面前的问题不是这些计划是否合理或参与是否自愿。而是福特的电动车计划是否修改了特许经销商的商业关系。每个州都规定，未参与的经销商不得销售或维修福特电动车，这将是目前商业模式的重大变化。目前，这种情况仍未确定。

Yesterday, the UAW made a counter offer to GM, but GM indicated the two sides were still not close to an agreement. A source said this was the union's first comprehensive counter to GM's most recent proposal.

昨天，UAW向GM提出了一份还击建议，但GM表示双方仍然没有接近达成协议。消息人士称这是工会对GM最新提议的首次全面回应。

Ford said it has now laid off a total of 930 workers in connection with the strike. When it comes to Q3 sales, Stellantis continues to struggle, third quarter volume slipped 1.3% and Jeep in Ram posted declines of 4.2 and 3.5%. Jeep volume has now dropped 9 straight quarters.

福特表示，与罢工有关的裁员人数已达到930人。至于第三季度的销售情况，斯特兰蒂斯仍然在苦苦挣扎，第三季度销量下滑了1.3%，而Jeep和Ram的销量则分别下降了4.2%和3.5%。Jeep销量已经连续下降了9个季度。

We have a very unfortunate story of a cruise robotaxi being involved in an incident with a pedestrian in San Francisco. Ultimately, this woman who suffered multiple traumatic injuries was trapped underneath the robotaxi, but Cruz is saying it was a separate vehicle that hit the woman first and then essentially knocked her right into the path of the cruise robotaxi. We don't need to get into the gruesome details, but just know that right now this accident is still being investigated.

我们有一个非常不幸的故事，关于一辆自动驾驶出租车与一名行人在旧金山发生碰撞事故。最终，这名女子遭受了多处创伤性伤害，被困在自动驾驶出租车下方。但克鲁斯（Cruz）声称最初是另一辆车辆先撞到了这名女子，然后将她撞到了自动驾驶出租车的路径上。我们不需要详细描述恶劣的细节，但现在这起事故仍在调查中。

What's that saying when it rains at pores? GM and Stellantis may be facing almost $10 billion in fines if Biden's proposal to hike fuel economy standards in 2032 goes through. NHTSA then said these estimated fines are consistent with our statutory obligations. Adding automakers are free to use electric vehicles to comply and avoid penalties altogether.

当毛孔上雨的时候有什么说法？如果拜登在2032年提出的提高燃油经济标准的建议获得通过，通用汽车和斯特兰蒂斯可能面临近100亿美元的罚款。美国国家公路交通安全管理局（NHTSA）随后表示，这些估计的罚款符合我们的法定义务。他们补充说，汽车制造商可以自由使用电动汽车来符合标准，从而完全避免罚款。

And we have Ford introducing the F-150 Lightning Flash, a new tech forward model. It'll be available January 2024 and it's supposed to cost under $70,000. This one will have an extended range battery with a targeted EPA range of 320 miles. The Flash, more tech features at a more affordable price. We're still waiting for more word on what's going on with the rest of the F-150 Lightning cancellations.

我们还有福特推出F-150闪电闪电版，这是一款新型技术前卫的车型。它将于2024年1月上市，价格预计低于7万美元。这款车将配备较高续航里程的电池，目标 EPA 续航里程为320英里。闪电闪电版提供更多技术特性，价格更亲民。关于其余的F-150闪电版取消情况，我们还在等待更多消息。

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