Tesla Is Building a Bunker / V4 Details Emerge / Tesla "20 Years Ahead" ⚡️

Did you know you can control your Tesla using the new action button on the iPhone 15 Pro? It's pretty cool. I have it set to lock my car and it's super useful. There are a ton of Tesla shortcuts you can set the action button to like opening the front, opening and closing the trunk, and a lot more. Overall, it's a pretty sweet addition and welcome function of the new action button that I will be using a lot.

你知道吗，你可以使用iPhone 15 Pro上的新动作按钮来控制你的特斯拉车吗？这真的很酷。我已经将其设置为锁定车门，非常实用。你可以设置动作按钮的很多特斯拉快捷方式，比如打开前部车门，打开和关闭后备箱，等等。总体而言，这是一个相当不错的增加功能，我会经常使用它。

Welcome to Electrified. It's your host Dylan Loomis. Quick shoutout to my newest patron, said B. Thank you for choosing to support the channel. We got a new Tesla stock note from Morgan Stanley. Not necessarily analysis, really just hypothesizing out loud. I won't read it so pause if you'd like, but essentially he's getting at the heart of over time, blurring the lines between your car and your mobile device. And as you throw in numerous media reports about OpenAI, possibly developing a consumer device specifically for AI. Then Adam said, what if your phone could tap into your vehicle's compute power and battery supply to run AI applications? And keep this last one in mind because you'll hear it again later. Do Elon's plans to turn X into an everything app required development of hardware outside the car.

欢迎来到Electrified。我是您的主持人Dylan Loomis。特别感谢最新的赞助者said B。感谢您选择支持我们的频道。我们从摩根士丹利得到了一份新的特斯拉股票分析报告。这并不是真正的分析，只是纯粹的猜测。如果您愿意，我就不会读出来，但基本上他着重指出随着时间的推移，汽车和手机之间的界限逐渐变得模糊。考虑到有关OpenAI可能开发面向人工智能的消费设备的众多媒体报道。然后亚当说，如果您的手机可以利用您的车辆的计算能力和电池供应来运行人工智能应用程序会怎么样？请记住最后一个问题，因为您稍后还会听到它。埃隆将X打造成一款全能应用的计划是否需要开发超出汽车之外的硬件设备。

From Renew Economy, the biggest battery storage project in New South Wales is now up and running. Even better, it's a 300 megawatt hour Tesla system. The new battery will provide grid stabilization services using Tesla's advanced grid forming inverter technology which can operate in a virtual synchronous generator mode. That helps to mimic the fossil fuel generators, and this is the second big battery in New South Wales to be commissioned. For context, the largest battery in Australia to date is Neowans 450 megawatt hour Victoria Big Battery. And yes, for that one, Neowan is indeed working together with Tesla.

来自《Renew Economy》的消息，新南威尔士州最大的储能项目已经正式投入运行。更好的是，这是一座由特斯拉建造的300兆瓦时电池系统。这个新电池将利用特斯拉的先进电网形成逆变器技术来提供电网稳定服务，该技术可以在虚拟同步发电机模式下运行。这有助于模拟化石燃料发电机的工作原理，这也是新南威尔士州的第二个大型电池项目。作为对比，迄今为止澳大利亚最大的电池是拥有450兆瓦时容量的新南威尔士州维多利亚大电池。是的，对于这个项目，Neowans确实与特斯拉合作。

This one's pretty exciting too. We have an energized semi-truck charging hub in Ohio. This site is the largest constructed or publicly announced truck charging site in the country when it comes to available charging capacity. The facility has fully functional capacity at medium and low voltages and is able to charge 90 trucks concurrently based on typical 300 kilowatt charge rates. This is the first hub of its kind and the company said it built it using its own capital and without government subsidies or grants. It has received no utility incentives for the site. But as you would expect, now that they have a pilot and a blueprint to show the capital markets, we'll see how long that narrative lasts. This one energy company is planning to go public via a SPAC. That's a pretty cool little hub and perhaps some foreshadowing of the future of EV truck charging.

这个也非常令人激动。我们在俄亥俄州拥有一个充满活力的半挂车充电站。当涉及到可用充电容量时，该站是全国建设或公开宣布的最大的卡车充电站。该设施在中低电压下具有完全的功能性，并能基于典型的300千瓦充电速率同时给90辆卡车充电。这是其类别的第一个充电站，该公司表示它使用自己的资本建设，并没有获得政府补贴或拨款。该站没有获得公共事业的奖励。但正如你所预料的，现在他们有了一个试点和蓝图来展示给资本市场，我们将看到这个叙述还能持续多久。这家能源公司计划通过SPAC上市。这是一个相当酷的小充电站，也许预示了电动卡车充电的未来。

Zach has teamed up with Troy Tesla, two put together some data and some charts, but the simple takeaway Tesla cumulatively has now sold more than 2 million Model Y's globally. Have a look at the visual difference in the ramp. Here you're looking at the Model Y cumulative sales compared to the Model 3 Model Y Model 3. The Model Y is at 2.16 million sales since its birth, whereas the Model 3 sits at 2.2 million sales. So yes, in the weeks and months ahead, the Model Y will surpass the Model 3, which would make it the best selling electric vehicle of all time. With the Model Y launching around March 2020, it took them about three and a half years to cross the 2 million mark. The next milestone for the Model Y to become the best selling car of any kind in the world for 2023. We'll see.

Zach已经与Troy Tesla合作，整理了一些数据和图表，但简单的结论是特斯拉Model Y全球累计销量已经超过200万辆。来看看增长的视觉差异。在这里，你可以看到Model Y累计销量与Model 3进行比较。截至目前，Model Y的销量已达到216万辆，而Model 3的销量为220万辆。所以，在未来的几周和几个月里，Model Y将超过Model 3，成为有史以来销量最高的电动汽车。Model Y于2020年3月左右推出，用了大约三年半时间突破200万辆的销售量。Model Y成为2023年全球销量最高的任何类型的车辆的下一个里程碑。我们拭目以待。

We got an exclusive report from the information. I think we could have guessed that something like this was going to happen, but it's still always great to hear it when it becomes official. In Austin, there's a new bunker-like structure under construction. When it's completed, the building will house part of a new supercomputer known as Dojo. And we know Tesla could use Dojo to sell cloud services to other companies like Amazon does with AWS, Amazon Web Services. I think it's worth pointing out Amazon's revenue from AWS alone was $22.1 billion in quarter too, but it gets better. Of Amazon's $7.7 billion in operating profit, 70% of it came from Amazon Web Services, which led the cloud infrastructure market with 40% share in 2022. Translation, Amazon Web Services generated $5.4 billion in operating income. Listen, there's no guarantees Tesla ever actually goes that route with Dojo. Maybe they just use it for in-house training for a long time. However, piecing things together, Elon has told us they plan to invest well over a billion dollars in developing Dojo by the end of next year. Tesla's Dojo supercomputer is already up and running in Palo Alto, and this whole situation reduces Tesla's dependence on Nvidia.

我们从信息中获得了一份独家报道。我认为我们本可以猜到类似的事情会发生，但当它正式成为官方消息时，仍然总是很令人兴奋。在奥斯汀，一座新的类似地下防空洞的建筑正在建设中。当它完成时，这座建筑将容纳一个名为Dojo的新型超级计算机的一部分。我们知道，特斯拉可以利用Dojo向其他公司销售云服务，就像亚马逊使用AWS（亚马逊网络服务）一样。我认为值得一提的是，仅亚马逊通过AWS的收入在上一季度就达到了221亿美元，而且还可以做得更好。亚马逊77亿美元的运营利润中，70%来自AWS，它在2022年云基础设施市场上占据了40%的份额。换言之，亚马逊网络服务创造了54亿美元的运营收入。听着，特斯拉是否真的会利用Dojo走上这条道路并没有保证。也许他们只是长期将其用于内部培训。然而，通过拼凑这些信息，埃隆告诉我们，他们计划在明年年底之前投资10亿美元以上来开发Dojo。特斯拉的Dojo超级计算机已经在帕洛阿尔托投入运行，这整个情况减少了特斯拉对英伟达的依赖。

Tesla recently began detailed planning in Austin to build its next-gen assembly line code named NV9X, on which it plans to make both the Roblutaxi and the entry-level Tesla. And in case you have forgotten, Elon has said, Dojo has the potential to become a sellable service that we would offer to other companies the same way AWS does Web Services, even though they started out as a bookstore. So I really think that yes, the Dojo potential is very significant.

特斯拉最近开始在奥斯汀进行详细规划，计划建造其下一代组装线NV9X，该组装线将用于生产Roblutaxi和入门级特斯拉车型。而且，万一你忘记了，埃隆说过，Dojo有潜力成为一项可以向其他公司提供的可售服务，就像AWS最初只是一家书店，后来发展成为Web服务一样。所以我真的认为，Dojo的潜力非常重大。

I'm not an AWS expert, but where Tesla's Dojo supercomputer may have an edge if they play their cards right and over time is being specifically built for video training. So other companies that take the smart route and just start doing the Tesla blueprint because you have to start somewhere could expedite that process by using Tesla's Dojo if Tesla decides to offer that service in the future. We've talked at length in the past on the benefits of Dojo like training the company's FSD workloads previously could take a month, now it'll only take a week. And Tesla has mentioned it has plans to use its Palo Alto data center to house seven exopods. And a year from now, Tesla plans to be housing 100 exopods, which presumably won't all fit in Palo Alto, hence this new bunker in Austin.

我不是AWS专家，但如果特斯拉能够明智地运用Dojo超级计算机，并且经过一段时间的发展，它可能在视频训练方面具有优势。因此，其他公司如果能够找到正确的方法，开始效仿特斯拉的蓝图，因为你必须从某个地方开始，他们可以通过使用特斯拉未来可能提供的Dojo服务来加快这一过程。我们过去曾长篇大论地讨论Dojo的好处，比如先前公司的全自动驾驶（FSD）工作量训练可能需要一个月，但现在只需一周即可完成。特斯拉还提到计划使用其位于帕洛奥图的数据中心来容纳七个超级计算机模块（exopods）。而一年后，特斯拉计划将容纳100个exopod，很显然这些模块并不都能够放在帕洛奥图中，因此特斯拉在奥斯汀建设了这个新的地下掩体。

Back to the beginning, Adam Jonas alluding to Elon's other companies X and AI and computing and all of that. Well, companies like X and SpaceX could end up buying these services from Dojo in the future because Tesla is not trying to keep this to themselves, whether specifically its FSD or Dojo as a web service. I'm not trying to argue I think Tesla stock should be getting some huge valuation for this opportunity right now. However, I also don't think it should be written off completely like it is right now.

回到最初，亚当·乔纳斯暗指埃隆的其他公司X、AI和计算等等。好吧，像X和SpaceX这样的公司未来可能会从Dojo购买这些服务，因为特斯拉并不打算将这些服务仅留给自己，无论是具体指无人驾驶或是Dojo作为一个网络服务。我并不是在争论特斯拉的股票应该在现在就因这个机会而获得巨大估值。然而，我也不认为它应该被完全忽视，就像目前一样。

The V4 rollout in the USA might be picking up a little bit of steam as now we have Tesla owners club of Alabama sharing this picture, Pratville V4. This picture was also posted on Reddit, this was from Sparks, Nevada for that new V4 station. I'm sure you're seeing the same thing, payment screens. My best guess as to why Tesla would be rolling out payment screens on V4, one, it's going to keep manufacturing simple, but more importantly, it's actually still a funding requirement in certain states to get that federal funding for charging locations. The word on the street is this V4 location in Sparks, Nevada is a retrofit of a version three station, so they may not be upgrading the cabinets just yet and that's really what we need a picture of at this point, but not sure any V4 cabinets are in the wild yet. In yesterday's video, I asked the question I'm wondering if these will have Magic Dock. Well, today we get our answer. Maybe we have this picture from the Sparks, Nevada location. You can see Nax with MD, Magic Dock. I believe the Nevada location is a retrofit of V3, but I believe the other V4 locations in Alabama and Oregon are going to be new installations.

美国的V4充电站可能开始逐渐推广，因为现在阿拉巴马特斯拉车主俱乐部分享了这张照片，普拉特维尔V4。这张照片也在Reddit上发布过，是来自内华达州斯帕克斯市的一个新V4充电站。我相信你也看到了一样的东西，就是支付屏幕。我个人猜测特斯拉之所以在V4上推出支付屏幕，一方面是为了简化制造过程，更重要的是，这实际上在某些州获得联邦资助的充电站要求中，仍然是一项筹资要求。听说斯帕克斯市这个V4充电站是对版本三充电站进行改装的，所以他们可能还没有升级柜子，这也是我们此时真正需要看到的照片，但目前还不确定是否已经有V4柜子出现在实际场景中。在昨天的视频中，我问了一个问题，我想知道这些充电站是否会有Magic Dock功能。嗯，今天我们找到了答案。也许我们就是从内华达州斯帕克斯市的这个地点得到的图片。你可以看到上面写着"Nax with MD"，意思是Magic Dock。我认为内华达州的这个地点是一个对V3进行改装的充电站，但我相信阿拉巴马和俄勒冈的其他V4充电站将是全新的安装。

And what do we have here on X? Omar posted a video Tesla doing some advertising in Japan. This is in an airport and there are QR codes right on the wall. Now, I will say this probably will not appease the Tesla needs to advertise crowd, but it's not nothing either. We've already refuted it multiple times, but now we have Tesla also opening up publicly, refuting all of those FUD claims about Gigabralin and workplace safety. Shouldn't be a surprise, but Tesla said protecting workers health was a top priority. In a written statement, Tesla said workers receive training on necessary safety measures, as well as protective clothing. The plant was subject to regular checks by local authorities that safety measures were being respected. Reuters spoke to 12 workers at the factory yesterday, four said they were satisfied with working conditions, eight said pressure for speed was too high, with some reporting high incidents of accidents and issues with receiving overtime pay. I'm not suggesting this is the case, but there is a world where Reuters could have gone and found eight people of the 1000 or so that are reportedly now looking to unionize with e-game at all. Either way, Brandenburg's authority on occupational safety told Reuters it only held records of serious accidents at work, resulting in over six weeks of inpatient treatment or permanent physical damage, of which there had been six at the Tesla plant in 2021 and 2022. Even there saying though, they conducted weekly safety checks at the plant during the construction phase and now visited fortnightly with unannounced checks every six to eight weeks.

在X上，我们有什么东西？Omar发布了一段特斯拉在日本做广告的视频。这是在一个机场，墙上有二维码。我要说的是，这可能不会满足特斯拉需要广告的人群，但也不是没有做任何事情。我们已经多次驳斥了这个观点，但现在特斯拉也公开开放，驳斥了所有关于吉博布拉林和工作场所安全的恶意传言。这并不奇怪，特斯拉表示保护工人的健康是首要任务。特斯拉在一份书面声明中表示，工人接受必要的安全措施培训，同时提供保护服。该工厂受到当地政府定期检查，以确保安全措施得到遵守。路透社昨天采访了该工厂的12名工人，其中4人表示对工作环境满意，8人表示工作速度过高，还有一些人报告了高事故率和加班费问题。我并不是在暗示这样的情况存在，但有可能路透社去找到了在报导中提到的1000人中的8个人，他们据称正在寻求组织工会。无论如何，勃兰登堡州的职业安全权威告诉路透社，只有记录了工作中发生的严重事故，需进行六周以上的住院治疗或导致永久性身体伤害的事故，据2021年和2022年的数据，特斯拉工厂只有6起这样的事故。即便如此，该机构表示他们在施工期间每周对该工厂进行安全检查，现在每两周进行一次不预先通知的检查，每六至八周进行一次。

Just a little comedy for your day, Jeffries updated their Tesla stock price target saying, we continue to think everything Tesla does differently from the rest of the industry can also be done by others if given time, making speed essential to maintain an edge. The latter seems to have been eroding from product features. I'd have one question for the analyst who I believe is Philippe Houschois. I would just ask how much time because we've already given them a decade plus and it still hasn't happened.

只是为了给你们带来一点儿喜剧，杰弗里斯更新了他们对特斯拉股票价格的目标，他们表示，如果给予充足的时间，其他公司也可以做到特斯拉在行业中所做的与众不同的一切，因此速度对于保持竞争优势至关重要。然而，这种优势似乎正在逐渐消失，原因是产品特点方面的问题。对于我认为是菲利普·胡什瓦的分析师，我只有一个问题，那就是需要多长时间，因为我们已经给予了他们十年以上的时间，但仍然没有实现这一点。

Are they the big winner because the union is striking for GM and Stellantis? So does Tesla win this one? Stewart, Tesla won before the strike during the strike and they're going to win after the strike. And here's why. Tesla's running at 45 bucks an hour. UAW rates are at 66 bucks an hour. They're asking for $132 an hour. That's a difference in labor costs that's so huge that they're never going to be able to catch up. And when you move this EV transition, you've got the vertically integrated market. Tesla's in automation already and already put most of their jobs in automation and their factories at least 20 years ahead of the UAWs and the Big Three.

他们是大赢家，因为工会为GM和Stellantis进行罢工吗？那么特斯拉是不是会赢得这场比赛？斯图尔特，特斯拉在罢工之前赢了，在罢工期间也赢了，在罢工之后还会赢。原因如下：特斯拉每小时运营成本为45美元，UAW的费率为66美元/小时，他们要求每小时132美元。劳动力成本的差异如此之大，他们永远无法迎头赶上。而且，当你推动电动汽车转型时，你要考虑到垂直一体化市场。特斯拉已经在自动化领域取得了进展，并且已经将大部分工作岗位自动化，至少比UAW和三大汽车公司提前了20年。

That gentleman with the astute observation is Ray Wang, principal analyst and founder of Constellation Research. I won't read it to you, but go ahead and pause if you'd like to read a bit more about Ray's background. Of course, you can debate if Tesla really is 20 years ahead of legacy auto when it comes to manufacturing. I think certain techniques and certain things perhaps. More importantly though, the main takeaway, Tesla is a manufacturing juggernaut with a massive lead on legacy auto that is not going to go away overnight.

那位具有敏锐观察力的绅士是康斯特拉仪研究公司的首席分析师兼创始人Ray Wang。我不会给你读出来，如果你想阅读一些关于Ray的背景信息的话，请随意暂停。当涉及到制造业时，当然你可以争论特斯拉是否真的领先传统汽车业20年。我认为某些技术和某些方面是这样的。然而更重要的是，最主要的观点是，特斯拉是一个制造业的巨头，在与传统汽车业的竞争中拥有巨大的领先优势，并不会一夜之间消失。

Just a quick public service announcement, we talk about federal EV incentives often on the channel. I don't break it down by state for obvious reasons. People are scattered, but here's a quick list and just don't forget to check your local incentives as well. And yes, that goes for others as well, including you Canadians.

只是一个简短的公共服务通告，我们在频道上经常谈论联邦电动汽车激励措施。出于明显的原因，我没有具体列举各州的情况。人们所在地区千差万别，但这里有一个简要列表，别忘了也要查看当地的激励措施。是的，这也适用于其他人，包括你们加拿大人。

A few weeks back, we talked about Tesla's official developer program just wanted to pass along Tesla scope has submitted their request to become officially recognized. They've done some great due diligence over the years. I believe they have some sources plugged in at Tesla as well. And as always, it'll be good to see this program from Tesla continue to grow.

几个星期之前，我们谈到了特斯拉的官方开发者计划，现在我想告诉大家，特斯拉scope已经提交了他们的申请，希望得到官方认可。多年来，他们进行了一些出色的尽职调查工作。我相信他们还有一些在特斯拉内部的渠道。一如既往，很高兴看到特斯拉这个计划继续发展壮大。

Roland shared Tesla China's insurance registration data for the week coming in at 1000. Plugging that data in comparing it to the first week of quarter three, that number was 3200. I have not been able to find reliable data for last week, but once I do, I will put it in. So we're off to a slower start for quarter four, but we should still be expecting lingering effects from the model three highland upgrades for the next few weeks.

罗兰分享了特斯拉中国上周的保险注册数据，共计1000个。将这个数据与第三季度的第一周进行比较，那时的数字是3200个。我还没有找到上周可靠的数据，但一旦我找到，我会加上。所以我们在第四季度的启动较慢，但接下来几周我们仍然应该期待Model 3高地升级的影响持续。

And I know the ability to customize your features that you can control with the wheel on the Tesla steering wheel has been out now since I believe April. But don't forget, all of the FSD beta testers, at least many of them have been lagging some of these features. So this is still new to a group of folks. It's these little features that over time, when added up make all of the difference in a world from a customer satisfaction standpoint.

我知道从四月份开始，特斯拉方向盘上的轮子可以用来自定义控制功能。但别忘了，至少很多全自动驾驶测试版（FSD beta）的测试者在使用这些功能时存在一些滞后。对于一部分人来说，这仍然是新鲜事物。而这些小特点随着时间的推移，累加起来可以在客户满意度方面产生巨大的差异。

Today, we got the updated full range pricing for the Kia EV nine and I'll just say it, I'd like my parents to get this vehicle, they want and need a vehicle bigger than the Model Y. And I think this could be an awesome option. When deliveries of the Kia EV nine kickoff late this year, there will be five variants available. We've talked about this car coming with an 800 volt architecture and battery pack size options will be 76 all the way up to 99.8. On the top of the range, the highest mileage is 300 miles. And with each step up the price chain, you get certain features like captains chairs, heated seats, heated steering wheels, and the like, the cheapest all wheel drive variant will start at $65.3,000 and will come standard with a heated steering wheel and a heat pump. Depending on which trim level you pick, the higher up you go, the more driver assistance technology you will get. At the top of the range, you'll find the EV nine GT line, which is an all wheel drive performance oriented version starting at $75.3,000. It comes with a host of features like smart parking assist and more luxurious materials and unique trim elements. The sales of the EV nine are set to begin later in 2023.

今天，我们获得了起亚EV九的更新全系价格，我得说，我希望我的父母购买这辆车，他们想要并且需要比Model Y更大的车辆。我认为这可能是一个很棒的选择。当起亚EV九在今年晚些时候开始交付时，将有五个变种可供选择。我们已经谈论过这款车采用800伏特的架构，并且电池容量选项将从76到99.8不等。在最高里程的情况下，最高续航里程为300英里。随着价格的逐步提高，您将获得一些功能，如船长座椅、加热座椅、加热方向盘等。最便宜的四驱版本起价为65,300美元，并标配加热方向盘和热泵。根据您选择的不同配置级别，您将获得更多的驾驶辅助技术。在顶级配置中，您将找到EV九GT Line，这是一款以性能为导向的全轮驱动版本，起价为75,300美元。它配备了一系列功能，如智能停车辅助和更豪华的材料和独特的装饰元素。EV九的销售预计将于2023年晚些时候开始。

Now, yes, I'd need to spend a weekend with this vehicle before comfortably recommending it to anybody else, but I just want to say I think it has a lot of potential.

现在，是的，我需要在与这辆车共度一个周末后才能放心地向他人推荐，但我只想说我认为它有很大的潜力。

A three row SUV is something the US market really needs electric, of course, a big vehicle price between 55 and $75,000 that can tow up to 5,000 pounds that I think looks really sharp that will have access to Tesla supercharger network and might eventually become eligible for IRA credits in 2024 if they start making it in the US, which they've said is in the plans.

一个三排座SUV是美国市场真正需要的电动车，当然，它是一辆价格在55,000到75,000美元之间的大型车辆，能够拖曳高达5,000磅的重物。我认为它看起来非常锋利，并且将能够使用特斯拉超级充电网络，如果开始在美国生产，还有可能在2024年符合IRA税收减免资格，他们已经表示有这个计划。

And Hyundai is the parent company of Kia. So although they operate independently, you know, there is technology being shared and Hyundai has shown that they kind of know what they're doing when it comes to EVs, at least more than most others.

现在现代汽车是起亚汽车的母公司。因此尽管两者独立运营，但彼此间还是会分享技术。现代汽车已经证明他们在电动汽车领域至少比大部分其他公司更有一套可行的方案。

Uniform started to strike up in Canada against GM, but a few hours into the strike and a tentative deal has been reached. The union said the tentative agreement follows the pattern agreement unified reached with Ford last month and includes wage hikes up to 25%. The strike had threatened GM's most profitable full size truck production if it had continued GM agreed to other things like pensions, retiree income supports, and converting full time temporary workers into permanent employees over the life of the agreement.

加拿大的工会Uniform开始对通用汽车进行罢工，但仅几个小时后，双方就达成了一项暂定协议。工会表示，这项暂定协议与上个月Uniform与福特达成的样板协议一致，包括最高25%的工资涨幅。如果罢工继续下去，它会威胁到通用汽车最赚钱的全尺寸卡车生产。但通用汽车同意在协议期内进行一些其他事项，如养老金、退休人员收入支持，并将临时全职员工转变为常任员工。

Back to the states and the GM situation with the UAW, Deutsche Bank now estimating GM has lost 34.1,000 vehicles of production since the strikes began September 15th.

回到美国以及与UAW（美国汽车工人联合会）有关的GM（通用汽车）情况，德意志银行现在估计自9月15日罢工开始以来，GM已经损失了34.1万辆车的生产量。 这句话简单表示了美国通用汽车公司（GM）与美国汽车工人联合会（UAW）之间的情节以及德意志银行对GM产量损失的估计。根据德意志银行的估计，自9月15日开始的罢工导致GM损失了34.1万辆车的生产量。

It's not often I'm at a loss for words, but we have Faraday Future announcing that Chris Brown will become the next FF 91 owner and developer co-creation officer. I will say I grew up loving Chris Brown and still listen to him from time to time. I have no idea how much co-developing Chris Brown will really do or has done with this design, but from a styling perspective, it's not my favorite.

我很少说不出话来，但现在Faraday Future宣布克里斯·布朗将成为下一位FF 91的车主和开发合作官，我有点无语。我要说，我从小就很喜欢克里斯·布朗，现在偶尔还会听他的歌。我不知道克里斯·布朗在这个设计上到底参与了多少合作开发，但从造型的角度来看，它不是我最喜欢的。

Most likely just more of a marketing ploy than anything else, but also a reminder that Faraday Future is out here shooting it shut.

很可能只是一种营销策略，但同时也提醒我们Faraday Future仍在尽力突破。

We just talked about the Cadillac Lyric making its re-entry into some European countries, and now we have Cadillac set to re-enter the Australian market, which I believe has not happened since 1969. Cadillac is gearing up to sell electric cars through boutique showrooms in Australian shopping centers. GM is expected to announce Cadillac's return to the Australian market later this year, although an on sale date for its range has not been confirmed. The word is though, Cadillac will be producing right hand drive vehicles for Australia, New Zealand, Japan, and the UK.

我们刚刚谈到凯迪拉克Lyric将重新进入一些欧洲国家，现在凯迪拉克计划重新进入澳大利亚市场，这自1969年以来我相信尚未发生过。凯迪拉克正准备通过澳大利亚购物中心的精品展厅销售电动汽车。通用汽车预计将在今年晚些时候宣布凯迪拉克重新进入澳大利亚市场，尽管其产品的上市日期尚未确认。不过据称，凯迪拉克将为澳大利亚、新西兰、日本和英国生产右驾驶汽车。

Joe Tettmeyer shared this image from Gigatexus the other day of a massive delivery. No one seems to know what it is for sure. Of course, the obvious guess is something to do with Gigapress, but they are labeled with 105,000 kilograms, which is over 231,000 pounds.

乔·泰特迈尔几天前从Gigatexus分享了这张巨大交付物的图片。没有人确切知道它是用来干什么的。当然，最明显的猜测是与Gigapress有关，但它们被标记为105,000公斤，超过了231,000磅。

According to the Department of Energy, around 4,000 public charging stations were out of service as of October 5th. That's an outage rate of more than 6%. Even worse, the DOE expects the actual unconnected number of charge points to be higher because some just aren't reported.

根据能源部的数据，截至10月5日，大约有4,000个公共充电站处于停用状态。这意味着失效率超过6%。更糟糕的是，能源部预计实际未连接的充电点数量可能更高，因为其中一些充电点并未被报告。

There are many things leading to this situation, but one that the companies are complaining about, the increased demand for technicians both to install the chargers and to keep them operating. Electricians, training companies, and installation providers all say the ambitious charging goals will make that labor shortage even more acute.

导致这种情况的原因有很多，但公司们抱怨的一个问题是，对技术人员的需求在增加，这些技术人员需要安装充电器并确保其正常运行。电工、培训机构和安装服务提供商都表示，雄心勃勃的充电目标将使劳动力短缺问题变得更加严重。

Finding a high level electrician called a journeyman, especially when trained on EV chargers, is a significant challenge.

寻找一名高水平的电工，尤其是接受过电动汽车充电器培训的电工，是一个相当大的挑战。

You know, we always talk about the talent that's already at Tesla, specifically in fields where there isn't some overwhelming supply of very specialized talent. Whether it's working with EV chargers, whether it's custom designing in-house semiconductors, whether it's video training, machine learning experts, the list goes on and on.

你知道的，我们总是谈论特斯拉已经拥有的人才，尤其是那些在某些领域中没有过多特殊技能人才的领域。无论是在与电动车充电装置工作，自定义设计内部半导体，视频培训，还是机器学习专家方面，都有很多人才。

So be sure to let the next generation in your circle know that if they want some job stability, this could be something to look into as the US will need at least 142,000 more certified electricians by 2030 to support the country's electrification push.

所以请确保让你圈子里的下一代知道，如果他们想要一份工作稳定性，这是一个值得考虑的选择。到2030年，美国将需要至少142,000名认证电工来支持国家的电气化推动。

There's a new bill under consideration in Michigan that would block HOA's from blocking things like rooftop solar and home EV charging. Because currently, a homeowner's association can prohibit a homeowner from installing energy improvement equipment, like solar panels and EV chargers, even if the local government allows for them. So updating some of these outdated HOA bylaws is a trend to watch across the country.

密歇根州正在考虑一项新的法案，该法案将阻止业主协会（HOA）阻止屋顶太阳能和家庭电动车充电等事项。目前，业主协会可以禁止业主安装能源改良设备，如太阳能电池板和电动车充电器，即使当地政府允许这样做。因此，对一些过时的业主协会章程进行更新已成为一个要关注的趋势，遍及全国各地。

I'd love to see Mercedes break out its electric vehicle profitability, but I doubt we'll get that anytime soon. Either way, as Sawyer shared, you can see their Q3 EV sales numbers for the US market alone. While the total 10.4,000 isn't anything to write home about, it is 14.7% of their total volume in the United States.

我很希望梅赛德斯能够实现电动车盈利，但我怀疑这不会在短期内实现。不过，正如索耶所分享的，我们可以看到他们在美国市场的第三季度电动车销售数字。虽然总计1.04万辆并不算惊人，但它占据了他们在美国市场总销量的14.7%。

Quick channel update, there will be no video from me this Thursday or Friday. My wife and I are going on somewhat of a cross country road trip, so starting next week, I'll be in a new location. It'll just be temporary and more on that to come, but as you can imagine, it means we have a ton of things going on behind the scenes right now this week, and I do want to spend some time with my family before we leave for a while. So no video from me this Thursday or Friday.

频道快速更新，本周四和周五我不会发布视频。我和妻子将要开始一次横穿全国的公路旅行，所以下周我会处于一个新的地方。这只是临时的，并且后续还会有更多内容，但你可以想象到，这意味着我们这周在幕后忙碌了很多事情，而且我也希望在离开一段时间之前能与家人共度一些时间。所以本周四和周五不会有我发布的视频。

And I'll send you guys off today with a few new clips from the latest RJ Scurange interview. Hope you guys have a wonderful day. Please like the video. If you did, you can find me on X linked below and a huge thank you to all of my Patreon supporters.

今天我将给你们带来最新的RJ Scurange采访节选片段，并祝愿大家有个美好的一天。如果你们喜欢这个视频的话，请给它点个赞。如果真的喜欢的话，你们可以在下方找到我的X账号，并衷心感谢所有赞助我的Patreon支持者。

It's an amazing platform that allows the operator in this case, Amazon to be much more efficient. And to be able to develop that toolset or that platform with really active, and I mean really active feedback from our friends at Amazon was outstanding, because it allowed us to get it robust and get it to a point where, of course, we want to sell this to lots of other enterprises as you said. So we're excited about the enterprise space. It's certainly not as big of a market as the consumer space, but it's a very different market in that we see it as quickly going to software as a service platforms where you have these types of things like fleet OS. We think the consumer will still represent a larger slice. We typically think of it as about 80% of our business will be consumer, but the commercial space to also point out it's an opportunity to have huge impact.

这是一个令人惊叹的平台，它使运营商（在这种情况下是亚马逊）更加高效。能够与我们在亚马逊的朋友们获得非常积极的反馈，并且我是真的说非常积极的反馈，这是非常出色的，因为这使得我们能够使它更加稳定，并达到一个我们希望能够向许多其他企业销售的水平。因此，我们对企业市场感到兴奋。当然，企业市场并不像消费市场那么大，但它是一个非常不同的市场，我们看到它迅速转向作为软件即服务平台的领域，就像有这种类似船队操作系统（fleet OS）的东西。我们认为消费者仍然占据更大的份额。我们通常认为大约80%的业务将为消费者服务，但商业领域也是一个能够产生巨大影响的机会。

So one commercial van being replaced with one of ours, the vehicles are all day, they're no longer idling. So when you think of it from a carbon point of view, it's like it has a 10x multiplier. So one van is worth 10 consumer vehicles. And then as we think broadly and long term about what we're building in our self-driving platform, we've taken the approach and what we'll be introducing in future variances is a very thoughtfully laid out set of sensors that drives a perception stack that drives very early fusion and it allows us to upgrade sensors while maintaining the platform over time because we see a lot of progress happening in the sensor space. We see cameras getting better, we see radars getting cheaper and better. We see new sensing modalities coming into the space, but being able to create an early fusion process whereby that feeds an ever improving compute stack is really powerful. And it's hard to fully appreciate just how much that's going to evolve over the next five years.

所以一辆商用货车被我们的一辆替代，这些车辆全天候运行，不再闲置。因此，从碳排放的角度考虑，这就像有了一个10倍的乘数。所以一辆货车相当于10辆消费者车辆。而且，当我们广泛而长远地考虑我们正在构建的自动驾驶平台时，我们采取了一种深思熟虑的方法，未来的变体将引入一套精心设计的传感器，驱动一个非常早期的融合算法，从而允许我们随着时间的推移升级传感器，同时保持平台。我们看到传感器领域正在发生很大的进展。我们看到摄像头变得更好，雷达变得更便宜更好。我们看到新的感应方式进入这个领域，但能够创建一个早期融合算法，以此来改进计算过程，真的非常强大。而且很难完全意识到在接下来的五年内，这个领域将会发展到何种程度。

There's been all sorts of incorrect postulation around what that deal looks like. You're up. It's very simple. We agreed to use a connector and as part of that, we also agreed to have access to the network, but there's not data exchange or anything like that. It's access to a network and access to what has become now an open charging standard, which is the NACS adapter design.

关于这笔交易的种种错误推测已经出现了。轮到你了。很简单。我们同意使用一个连接器，并且作为其中的一部分，我们也同意拥有对网络的访问权限，但没有数据交换或其他类似的情况。只是对网络和现已成为开放充电标准的NACS适配器设计的访问权限。

If you were to do a carbon analysis on this and do it honestly, an electric vehicle is significantly more efficient from a carbon point of view and an energy point of view than a combustion vehicle. Even with today's grid, and we were going to point out that last point, is what's really cool about an electric vehicle is you buy an electric vehicle today and it's four or five times depending on the vehicle type, more efficient in terms of energy and in terms of carbon than its gas comparison, but it gets better over time because the grid keeps getting cleaner and cleaner and cleaner. So 10 years from now, it'll be even cleaner. 20 years from now, it'll be even cleaner. What we have to be really thoughtful of as a society is this is a transitional moment. I really wish we could pull a lever and immediately be perfect carbon neutral, car company, supply chains, energy grid infrastructure, but it's not possible.

如果对这个进行碳分析并诚实地进行，从碳和能源的角度来看，电动汽车比燃油车要高效得多。即使考虑到现今的电网，我们要指出的是，电动汽车的真正优点就是，你购买一辆电动汽车今天，无论是从能源还是碳排放的角度，都比燃油车高出4到5倍，但随着时间的推移，它会变得更好，因为电网变得越来越清洁。所以10年后，它会更清洁。20年后，它会更清洁。作为一个社会，我们必须非常谨慎，因为这是一个过渡时刻。我真的希望我们能拉动一个开关立即实现完全的碳中和，包括汽车公司、供应链和能源基础设施，但这是不可能的。

There's 8,500 coal power plants in the world, all of which hopefully in my lifetime get turned off, but we're talking trillions of dollars in better investment than needs to be turned off. So this is a long lever we have to pull to transition, but I really do hope it's a lever that gets pulled over the course of my life. Ditto, RJ.

世界上有8,500座煤炭发电厂，希望在我有生之年能全部关闭，但关闭它们需要数万亿美元的更好投资。所以这是我们需要长期努力的一个重要转变，但我真心希望在我有生之年能够实现这个转变。同样地，RJ也这样希望。