Cybertruck UI / Big Tesla Vision Improvement / Toyota Rolls the Dice ⚡️
发布时间 2023-11-15 22:55:46 来源
Welcome to Electrified, it's your host Dylan Loomis. So first up, if you zoom in on that Cybertruck video, we can see some things on the UI. The terrain and the topography feature the way it blends in with the map is pretty cool but this vehicle was actually charging at the time, currently sitting at 71% state of charge, 55 minutes remaining. We can also see the charge limit was set to 100% and it appears as though it was charging at 77 kilowatts, 75 miles per hour and then it listed plus 50 kilowatt hours.
欢迎来到Electrified，我是你的主持人Dylan Loomis。首先，如果你把那个Cybertruck视频放大，我们可以看到用户界面上的一些东西。地形和地形特征与地图相融合的方式相当酷，但这辆车实际上在那时正在充电，当前的电量状态为71%，剩余55分钟。我们也可以看到充电限制被设定为100%，似乎它以77千瓦的电力在充电，每小时75英里，然后又列出了加50千瓦时。
It's somewhat faint but you can see a line right here with the bottom portion lit up green. I'd also add it seems like an interesting design choice to have this font sideways rather than just put it right here so people can read it normally. I do feel like I need to mention there are some people out there talking about the Cybertruck having a 250 kilowatt hour battery pack but as far as I can tell, they were doing some extrapolations from this data on the screen but failing to account for whatever the charge curve might be on the Cybertruck as we get up over 80% and then toward 100%.
它有点模糊，但你可以看到这里有一条线，底部亮起了绿色。另外，我还想提一下，这种字体设计选择会把字体放在侧面，而不是直接放在这里让人正常阅读，这看起来是一个有趣的设计选择。我觉得我需要提到，有些人在谈论赛博卡车有250千瓦时的电池组，但据我所知，他们是从屏幕上的这些数据进行推断的，却没有考虑到赛博卡车在电量超过80%甚至接近100%时的充电曲线可能会是什么样的。
So if you'd like to do some creative math here be my guess but I definitely don't want to add to any speculation this close to the delivery event but there are the numbers for you if you wanted to play around. I'm not expecting it per se but I really do hope we get at least a quick demo of the UI and some of the new features you can see on the screen, Tano open and close at the delivery event but if we don't get it then in the weeks ahead customers will start posting videos.
所以，如果你想在这里做一些创新性的数学运算，尽管试试看，但我肯定不想在接近交付活动的这个时候增加任何猜测，不过如果你想玩玩的话，这就是你需要的数字。我并不期望它，但我真的希望我们能在交付活动上至少快速展示一下用户界面以及你可以在屏幕上看到的一些新功能，Tano的打开和关闭，但如果我们得不到它，那么在接下来的几周里，顾客就会开始发布视频。
Real quick Bloomberg put out a report that turned out to be false. They were talking about a Starlink IPO as soon as next year which I'm sure would get many people including myself excited. Elon quickly chimed in saying it's false. Jeff put together a great video. It's something I've touched on a few times in the past when it comes to Tesla's supply chain and the leverage that they already have when it comes to EV volumes and suppliers actually fighting each other to try to win some of Tesla's business.
彭博迅速发布了一份报告，而这份报告最终证实是假的。他们提到Starlink可能在明年就进行IPO，我相信这肯定会让包括我在内的许多人感到兴奋。不过，埃隆马上回应称这是假的。杰夫做了一部很棒的视频。在过去的几次中，我已经提到了一些关于特斯拉供应链以及他们已经拥有的关于电动汽车量和供应商实际上在争夺特斯拉业务的权力的内容。
One talking point that's gone overlooked is what the $25,000 car for Tesla will mean not only for that supply chain but for its current supply chain negotiations for the Model Y3 and others right now. Simply put with this upcoming platform expected to do 2-3-5 million vehicles per year it's a chunk of business all suppliers are going to want to win.
一个被忽视的讨论点是，特斯拉的2.5万美元汽车对其供应链，以及对其目前正在进行的Model Y3和其它车型的供应链谈判，将意味着什么。简单来说，这个即将推出的平台预计每年将生产200-300万辆汽车，这是所有供应商都希望赢得的一大块业务。
What do suppliers really want? It's high volume and consistency. Now pair that with most of the industry now pulling back some of its EV plans or shifting to hybrid Tesla is in a very unique position to capitalize on these trends not just when it comes to vehicle sales and market share but also when it comes to the supply chain leverage.
供应商真正想要什么？那就是大量的订单和稳定的需求。目前大部分行业正在缩减其电动车计划或转向混合动力，这使得特斯拉处在了一个非常独特的位置，可以利用这些趋势，这不仅在于车辆销售和市场份额，也包括供应链的影响力。
Meaning over the next few years it's just another tailwind when it comes to Tesla's margins. Myer shared some images of Tesla's Lithium Refinery at Corpus Christi. It's been about 2 months since our last update. We'll have to watch Joe's video to get some more detail but just comparing visually what we saw from last time it doesn't look like a ton of progress but it's not nothing either.
意思是，在接下来的几年里，这只是特斯拉利润的另一个推动力。Myer分享了一些特斯拉在科珀斯克里斯蒂的锂炼矿厂的图片。距离我们上次更新已经过去了大约两个月。我们需要看Joe的视频来获取更多的细节，但与上次我们所看到的相比，虽然似乎进展不大，但也并非毫无进展。
The last update we got from Tesla's senior manager of operations was they'll begin commissioning the assets roughly at the start of next year. This momentum will continue in earnest during the first half of the year. Production will ramp up in the last half of 2024. Friendly reminder on Elon's comments he said I'd like to once again urge entrepreneurs to enter the Lithium Refining Business.
我们从特斯拉的高级运营经理那里得到的最新更新是，他们将大约在明年初开始调试资产。这种势头将在明年上半年真正持续。生产将在2024年下半年加速。再友情提醒一下埃隆的评论，他说我再次敦促企业家们进入锂提炼业。
There are software like margins to be made in Lithium processing. You can't lose. It's a license to print money. So technically Tesla's variants of this money printer will be turned on sometime next year but I'm expecting sometime into 2025 and beyond where it may actually have a material impact on Tesla's margins. However, to keep us rooted in reality Elon also said it's quite difficult and requires a massive amount of machinery and it's a hard thing to scale.
在锂的加工过程中，有像软件那样可以获取收益的空间。这种业务几乎没有失败的可能性，它就如同可以自由印钞的许可证。从技术上讲，特斯拉的这款"印钞机"将在明年启动，但我预期其在2025年甚至更远的未来，可能对特斯拉的利润率产生实质性的影响。然而，为了让我们保持对现实的理解，埃隆也表示，这一过程相当复杂，需要大量的机械设备，而且难以实现规模化。
I think it's time we talk about it briefly when it comes to the EV transition being different than we expected. For a while over the past year or two there was so much momentum in corporate investment when it comes to batteries and EVs. As we've all heard over the past few weeks that sentiment has changed pretty drastically.
我认为是时候当我们谈到电动汽车转型与我们的期待存在差异时，我们简短地讨论一下这个问题。在过去的一两年里，有关电池和电动汽车的企业投资一度保持了极高的势头。然而，正如我们在过去的几周里听到的，这种情绪已经发生了极大的变化。
Now we have a lot of companies shifting their focus to hybrid technology. It becomes pretty obvious why when you look around anyone not named Tesla or BYD are struggling mightily to make full EVs profitably. Simply put it's much easier for these companies to make an actual profit on hybrid vehicles compared to full BEV.
现在我们有很多公司正在转向混合动力技术。当你看看周围除了特斯拉或者比亚迪这样的公司以外，其他人都在极力地寻求从纯电动汽车中获利，这就非常容易让人看清为什么这样。简单来说，对这些公司来说，相比纯电动汽车，从混合动力车辆中获得实际利润要容易得多。
And no I'm not going off of just one post from CDG. Today we also got pretty big news that Toyota has decided to make its ever popular Camry hybrid only next year. We have Toyota doubling down on hybrids and they also just unveiled a new hybrid SUV, the Crown Signia, also going on sale next year. Toyota's head of sales in North America said hybrids are more sought after and in shorter supply. Earlier this month Toyota reported record breaking profit thanks in part to sales of hybrid vehicles. Toyota executives also said the company is now making a profit on hybrids that's comparable to that of purely gasoline powered vehicles.
我引述的并非只有一个来自CDG的帖子。今天，我们也得到了一个相当重大的消息，那就是丰田决定明年将其一直受欢迎的凯美瑞变为纯混合动力车型。我看到丰田倍增了对混合动力车的投入，而且他们刚刚还推出了一款新型混动SUV，皇冠午马，下一年也将上市。丰田北美销售主管表示混合动力车更受欢迎，供应量也更缺乏。本月初，丰田公布了破纪录的利润，部分原因是混合动力车的销售。丰田的高管们还表示，现了公司可以在混动车型上取得与纯汽油车型相当的利润了。
The new Camry will have all wheel drive available and the head of the brand said it was a big decision because of the volume. In cars where we sell a hybrid and an ice, usually the hybrid is selling faster and at a faster turn rate. Toyota does have experience converting a model to all hybrid as they did this in 2021 with the Sienna minivan. The Camry is Toyota's second best selling vehicle in the United States trailing only the Rav4.
新款的凯美瑞将有全轮驱动版本可选，品牌负责人称，由于涉及的数量庞大，这是一个重大的决定。在我们销售混合动力和内燃机型的车型中，通常混合动力车型的销售及交付速度更快。丰田在将一个车型完全转换为混合动力方面有经验，他们在2021年就用赛娜小型面包车实现了这一点。凯美瑞是丰田在美国的第二大畅销车型，仅次于RAV4。
Hybrid sales of the Camry represented only 11% of the nameplates overall volume. And the Camry remains the top selling midsize sedan in the US through the first 9 months of 2023. This is effectively Toyota making a pretty big bet that the other 90% of Camry customers are going to be willing to shift to hybrid only. And here's a quick look at the 2025 redesign.
凯美瑞混合动力车型的销售仅占该车型总销量的11%。而在2023年的前9个月里，凯美瑞仍然是美国中型轿车销量的冠军。这实质上是丰田在大胆的赌注，认为剩下的90%的凯美瑞用户将愿意转投只有混合动力版的凯美瑞。下面是对2025年款车型改版的快速预览。
It's not just Toyota doubling down on hybrids a high volume automaker we have Ford planning to double production of their hybrid F-150 for 2024. Ford said it's tooling up to equip 20% of the F-150 lineup to gas electric powertrains for next year. And we just talked about BYD with its huge volumes about half of which are hybrid vehicles and their higher gross margins on the hybrid lineup.
并不仅是丰田在混合动力车领域加倍投入，作为大规模汽车制造商的福特，也计划将其混合动力F-150的产量在2024年翻倍。福特表示，它正在为明年的F-150车型系列中的20%装配燃气电力动力系统做准备。我们刚刚讨论过BYD，其巨大的销量中有一半左右是混合动力车辆，而且在混合动力车型上的毛利率更高。
I think most of us would agree though how this is ultimately going to play out. Hybrids were really only meant to be a bridge to electric vehicles. Hybrids certainly serve a purpose but they have extra parts and extra complexity from a first principle standpoint it does not make the most sense. And the longer these companies focus on hybrid technology it means they're not focusing all of their resources and R&D on full battery electrics to ever be able to compete with Tesla.
我认为我们大多数人都会同意，这件事最终将如何发展。混合动力只是电动汽车的过渡阶段。混合动力汽车确实有其用途，但从基本原理角度看，它们有额外的部件和复杂性，这并不是最合理的。这些公司越长时间专注于混合动力技术，就意味着他们不能将所有资源和研发投入到全电池电动车上，以与特斯拉竞争。
Speaking of competing with Tesla, Alex Sheridan excerpt from an interview with VW CEO Thomas Schafer, head of passenger cars. He was asked are you worried about Tesla soon to be building a $25,000 car. He said not really, especially as there has been an extreme drop in prices for some models. Adding these are negative effects for customers which definitely spoil the residual values of the vehicles. Personally I don't know too many customers that don't like lower prices. He said we think it makes more sense to adjust production capacity and balance things out in this way.
在谈到与特斯拉竞争的话题上，Alex Sheridan引述了大众汽车CEO Thomas Schafer（乘用车部门负责人）的一段访谈。他被问到对特斯拉即将生产一辆售价为25,000美元的车是否感到担忧。他的回答是没有特别的担忧，特别是因为有些车型的价格下降得非常厉害。他补充说，这些对消费者来说是负面效应，因为这肯定会使车辆的残值贬值。我个人不知道有多少顾客不喜欢价格更低。他说，我们认为更有意义的做法是调整生产能力，通过这种方式来平衡各种因素。
The way I read this though, it's like VW just said they're looking to keep their prices high because if they were to lower prices they themselves will run into problems on their balance sheet when it comes to their own residual values. Just a quick one I've had a few other people from Sweden reach out letting me know that there are only about 6 or so Tesla employees that have actually joined in on the strike. In the summary of what Nicolas has been reporting is that so far Tesla has been doing a pretty good job of getting around these blockades and ensuring that operations continue.
我的理解是，这就好像大众汽车刚刚说他们要维持高价，因为如果他们降价，他们自己在余值方面就会在资产负债表上出现问题。另外，我已经有几个来自瑞典的人告诉我，参加罢工的特斯拉员工只有大约6个人。根据尼古拉斯的报道摘要，到目前为止，特斯拉在绕过这些封锁并确保业务持续运营上做得相当好。
A federal appeals court has ruled that Tesla's ban on employees wearing union t-shirts is not a violation of federal labor laws, overturning a decision from the National Labor Relations Board. It sounds like Tesla's rule on employees not being able to wear union t-shirts will go back into effect. In case you've missed it, check in for the Cybertruck Deliver event is 1PM Central Time. Let me know if any of you are lucky enough to be attending, we also have Martin Vieja saying he will float the idea of getting a bigger venue at some point in the future for their annual meeting.
一个联邦上诉法院已经裁定，特斯拉禁止员工穿着工会T恤，并不违反联邦劳动法，这翻转了国家劳资关系委员会之前的一个决定。听起来，特斯拉关于员工不得穿着工会T恤的规定将重新生效。如果你错过了，这里提醒你Cybertruck的交付活动的签到时间是中央时间下午1点。如果你们中的任何人有幸参加，记得告诉我一声。我们还有Martin Vieja表示，他将考虑在未来的年会上寻找一个更大的场地。
Today the DOE announced up to $3.5 billion to boost domestic production of advanced batteries and battery materials nationwide. This will include a focus on retaining and creating good paying union jobs. With this round of funding, the DOE is prioritizing next-gen battery technology and battery chemistries in addition to lithium tech, full applications will be due March 19th, 2024.
今天，美国能源部宣布将投入最多35亿美元以提升全国先进电池及电池材料的国内生产。这将包括重点关注保留和创造高薪工会工作岗位。在这轮资金中，能源部正优先考虑下一代电池技术和电池化学，以及锂技术。完整的申请将应在2024年3月19日前提交。
I've seen some pretty interesting takes on this one today from GM buying one of Tesla's suppliers. This company, TEI, tooling and equipment international, we have sources saying will be a key part of GM's strategy to make up ground on Tesla. The EI specializes in sand casting techniques. We talked about this a few weeks back when it comes to the single-piece casting potentially for the upcoming $25,000 Tesla. This sand casting process really has to do with the prototype development phase. It effectively allows faster iteration in a much cheaper fashion to design and create these molds that are then later used for the gigacasting.
我今天从GM购买特斯拉的供应商中看到了一些非常有趣的观点。有消息源称这家名为TEI（Tooling and Equipment International）的公司，将是GM迎头赶上特斯拉的关键策略。TEI专门进行砂型铸造技术。几个星期前我们讨论过这个问题，可能用于即将推出的25,000美元的特斯拉单块铸件。这个砂铸造过程真的与原型开发阶段有关。它有效地以更便宜的方式允许更快的迭代，设计并创造这些随后用于大型铸件的模具。
The extent to which Tesla has relied on TEI is not going to be clear, but soon enough, I'll tell you why I don't think it's that big of a deal. They did say Tesla is leaning more heavily on three other casting specialists in Britain, Germany and Japan. We have people saying Tesla is scrambling to find other casting specialists to fill TEI's role, or to develop crucial expertise in-house to cut reliance on outside suppliers.
特斯拉依赖TEI的程度目前还不明朗，但我很快会告诉你我为什么认为这不是什么大问题。确实有说法称特斯拉正在更加依赖英国、德国和日本的三家其他铸造专家。我们有人称特斯拉正在努力寻找其他铸造专家来填补TEI的角色，或者发展关键的内部专业知识，以减少对外部供应商的依赖。
TEI started helping Tesla in 2017 and they're saying they helped develop the gigacast mold prototypes for the Model 3, Cybertruck and the Semi. But this company was actually put up for sale last year. Meaning, if Tesla really wanted this company, if they were really that crucial to Tesla's operations here, Tesla could have easily afforded and bought this company and made the highest bid.
TEI从2017年开始帮助特斯拉，并声称他们参与了Model 3，赛博卡车和Semi的巨型铸模原型的开发。但实际上，这家公司在去年已被摆上了出售的架子。也就是说，如果特斯拉真的很想要这家公司，如果他们对特斯拉的运营真的非常关键，特斯拉完全有能力并且能支付得起买下这家公司，甚至做出最高的出价。
How do I know that? Because this source is telling us that GM paid less than $100 million for the company and $80 million at most. TEI will remain its own business entity with GM as its parent company, but this deal actually closed back on July 1st. I'm not an expert, but it seems pretty obvious two very crucial aspects of success with gigacast techniques, one having the actual gigapress machine itself, and then two the special alloy or the molten that is used to be injected for the casting.
我怎么知道的？因为有消息来源告诉我们，通用汽车购买这家公司的价格不超过1亿美元，最高为8000万美元。TEI将保持其独立的业务实体地位，而通用汽车将成为其母公司，但这笔交易实际上在7月1日就已经完成了。我不是专家，但两个与铸造技术成功密切相关的重要方面似乎非常明显，一个是拥有实际的大型铸造机器本身，以及使用特殊的合金或用于注射铸造的熔融金属。
As far as I can tell, this company, TEI has nothing to do with either of those directly. That's not at all to say that TEI has not been helpful to Tesla or that this isn't some sort of a setback for Tesla because I'm sure that it is. But Tesla has other suppliers doing the same thing, Tesla might be working on something in-house, and the way it sounds if Tesla really wanted or needed to buy this company, they had the option to.
就我所知，这家名为TEI的公司，似乎与这两方都没有直接的关系。这并不是说TEI对特斯拉没有帮助，或者这对特斯拉不是某种挫折，我相信确实如此。但是特斯拉还有其他供应商在做同样的事情，特斯拉可能正在内部进行某些工作，听起来如果特斯拉真的想要或需要购买这家公司，他们有这个选项。
Right now when it comes to GM, it looks like the UAW voting is too close to call. A majority of UAW members at several GM plans voted against the pact, but approval today this morning by a larger SUV plant in Arlington, Texas has given the deal a lifeline. Before the approval of this Texas plant today, the agreement appeared on pace for rejection. We do not have all of the latest votes accounted for in this number yet, but so far what we do have, they said the agreement has a 52% approval.
目前就通用汽车（GM）而言，工人联盟（UAW）的投票结果太过紧俏难以预测。在通用的几个工厂中，大部分工人联盟成员对此协议投出了反对票，但是今天早晨德克萨斯阿灵顿的一家大型SUV工厂的批准给该协议带来了一线生机。在今天这家德克萨斯工厂批准之前，这项协议似乎即将被否决。我们还没有收集到所有的最新投票结果，但是根据我们所收集到的数据，他们表示该协议已经得到了52%的批准。
They added Ford and Stellantis so far have received higher voter approvals. Now if the GM deal is ultimately rejected, everything really is back on the table, they can go back to the negotiating table or they can go back to striking. I found this pretty interesting, some UAW members have been citing Sean Faines inflated expectations, specifically him talking about a 32 hour work week basically getting people's hopes up.
他们补充说，到目前为止，福特和斯特拉蒂斯已经获得了更高的投票认可。现在，如果通用汽车的交易最后被否决，那么一切真的又将重新派上用场，他们可以回到谈判桌前，或者他们可以重新开始罢工。我发现这非常有趣，一些美国汽车工人联合会的会员们一直在引用肖恩·费恩斯对工作期望过高的指控，尤其是他谈论32小时工作周基本上让人们满怀期待。
I wanted to clarify something with this one, we have VW saying they have not yet made a decision on a $21,000 EV, but Oliver Bloom is convinced the company can get there by the second half of the decade, in part because of their plans to produce a unified battery cell that it says will reduce battery costs by half. I saw some people interpreting this as VW is backing away from their ID to all vehicle that they unveiled earlier this year for $25,000. However, if you remember at the time VW was also talking about a separate $20,000 EV and I believe that's what they have not yet decided on. So if I'm interpreting this correctly then the ID to all is still in VW's plans.
我想对一件事进行澄清，我们有大众汽车（VW）表示他们尚未决定是否生产一款2.1万美元的电动车，但是奥利弗·布卢姆坚信公司可以在本世纪的下半年做到这一点，部分原因是他们计划生产统一电池单元，据说这将使电池成本减少一半。我看到有些人误解为大众汽车在退出他们今年早些时候以2.5万美元发布的ID全系车型。但是，如果你还记得，当时大众汽车也提到了一个另外的2万美元的电动车型，我相信这就是他们尚未做出决定的那款车。所以，如果我理解正确的话，那么ID全系车型仍在大众汽车的计划之中。
For what it's worth, Oliver Bloom did say that inflation, the removal of subsidies and a lack of charging infrastructure are what's holding back EV demand. Renault's EV unit Ampere is still on track for an IPO in the first half of 2024. Seemingly in a way to hype up investors they're saying they're expecting revenue of $10.8 billion in 2025 and break even in the same year with operating margins of at least 10% by 2030.
据Oliver Bloom所说，值得注意的是，通货膨胀、补贴取消以及充电设施不足是限制电动汽车需求的因素。雷诺的电动车部门安培仍然计划在2024年上半年进行首次公开募股。他们以一种看似为了吸引投资者的方式声称，他们预计在2025年的收入将达到108亿美元，并在同年实现盈亏平衡，到2030年，运营利润率至少达到10%。
This next line gives us an insight into the legacy way they said their IPO they would use those funds to accelerate development but also pay dividends sooner. This is not at all the Tesla way and I would argue not a good strategy for any growth company. Right now Ampere has about 11,000 employees a third of which are engineers. They have three factories in northern France, they're aiming for 300,000 EVs in 2025, up from 45,000 this year and they have plans for six EV models by 2030.
这句话让我们对他们传统的做法有了更深的理解：他们在IPO时表示，他们会利用这些资金加速发展，但也更早地支付红利。这完全不是特斯拉的做法，我也认为对任何一个处于增长期的公司来说，这都不是一个好策略。目前，安培公司有大约11,000名员工，其中三分之一都是工程师。他们在法国北部有三个工厂，他们的目标是在2025年生产出300,000辆电动车，比今年的45,000辆有大幅度增长。他们还计划在2030年之前推出六款电动车型。
The IPO is not a foregone conclusion, Ampere wants the valuation somewhere around $10 billion or north of that but UBS analysts have said it may be closer to $3 billion to $4 billion. So if they don't think they can get the valuation they want they may have to look at alternative funding options like maybe selling part of its stake in Nissan.
这个首次公开募股（IPO）并不是板上钉钉的事，Ampere公司期望估值能在100亿美元或者更高，但是瑞银的分析师表示，实际估值可能更接近30亿至40亿美元。所以如果他们认为不能获得期望的估值，他们可能需要考虑其他融资选项，比如可能出售其在日产公司的部分股份。
Here you're looking at the first Mercedes Benz charging hub in North America specifically in Georgia. In a press release they talked about this location in sandy springs and they said they have plans to deliver 2500 chargers over 400 hubs across North America by the end of the decade. They'll have some of the fastest charging around with 400 kilowatt chargers provided by ChargePoint. They will be open to EVs of any brand. They will of course have a lounge with restrooms and food. They do have solar canopies and they have these indicators that are 15 feet high that from the road you can see the status of the charger in use free or reserved.
你现在看到的是北美的第一个奔驰充电中心，具体位于乔治亚州。在新闻稿中，他们谈到了这个位于沙漠泉城的地点，并表示他们计划在本十年结束时在北美的400个中心交付2500个充电器。他们将拥有一些速度最快的充电设备，配备了由ChargePoint提供的400千瓦充电器。他们将为所有品牌的电动汽车开放。他们会设有一个休息室，配有卫生间和食物。他们有太阳能遮阳篷，还有这些15英尺高的指标，从马路上可以看到充电器的使用、空闲或预定状态。
They also said that several hubs will open at Bucky's travel centers in Texas, Florida, Alabama and Georgia by the end of this year with of course further expansion next year. These sites will feature both CCS1 and the NEX. Polestar has officially started production of the Polestar 4 and first customer deliveries in China are expected before the end of this year. This is the first Polestar to feature that virtual rear window with a digital rearview mirror.
他们还表示，到今年年底，德克萨斯州、佛罗里达州、阿拉巴马州和乔治亚州的Bucky's旅游中心将开设几个中心，明年当然还会进一步扩张。这些地点将同时配备CCS1和NEX。Polestar已正式开始生产Polestar 4，预计将在今年年底前将首批汽车交付给中国的客户。这是首款配备虚拟后窗和数字后视镜的Polestar车型。
This is somewhat confusing with the 4 because this vehicle actually slides in between the 2 and the 3 in terms of size and price. All they said was official launch in other Polestar markets is planned for early next year with customer deliveries in those markets the same year. We've heard for the North American market this vehicle will start at $60,000 so between that and the fact that it's made outside of North America it would not qualify for the IRA credits.
这辆车的型号"4"造成了一些混淆，因为无论是从大小还是价格来看，这辆车实际上都位于2和3之间。他们只提到官方将在明年初计划在其他Polestar市场上市，并在同年向这些市场的客户交付车辆。我们听说对于北美市场，这辆车的起始价格将为60,000美元，再加上这是在北美之外制造的，所以它不符合IRA的抵税标准。
A Reddit user shared an image of the Model 3 Plus out on the streets in San Francisco. Honestly for a few seconds it looked like a Model S to me from this angle. I'd love to get some clarity on their North American timing whether it's going to be early Q1 or later Q1. Here are the release notes for FSD beta 11.4.8. I won't read them to you so pause if you like but I did want to highlight one.
一个Reddit用户分享了一张在旧金山街头的Model 3 Plus的图片。诚实地说，从这个角度看，我一度以为它是Model S。我很想明确他们在北美的发布时间，是在第一季度早期还是晚期。这里是FSD beta 11.4.8的发布说明。我不会把它们念给你听，所以如果你愿意，可以暂停一下，不过我确实想突出其中的一点。
They have improved geometric accuracy of Vision Park Assist predictions by 16% by leveraging 10 times more hardware for data, tripling resolution and increasing overall stability of measurements. This will undoubtedly be a welcome sight for many as this has been one of the bigger complaints when it comes to the lack of ultrasonic sensors. And to everybody that's asking why is Tesla working on FSD 11 at all when FSD 12 is going to be a rewrite of sorts. Let us not forget it's actually FSD 11 and all of those prior versions that are leading to and have fed FSD 12.
他们通过利用10倍多的硬件进行数据处理，使分辨率提高了三倍，增加了测量的整体稳定性，从而提高了"视觉泊车助手"预测的几何精确性16%。这无疑将为许多人带来欢迎的视觉，因为这一直是关于超声波传感器缺乏的较大抱怨之一。有人问为什么特斯拉要在全自动驾驶（FSD）12即将进行重写的时候还在研发FSD 11。我们不要忘记，实际上是FSD 11以及之前的所有版本造就了FSD 12。
So not only is FSD 11 still feeding and helping with FSD 12 development but it's the actual customer version that people are paying for and using. So until V12 is ready and here they should still be making FSD 11 better as well. Things are continuing to deteriorate for crews. They just said they'll pause all supervised and manual car trips in the US and expand the scope of investigations saying we'll continue to operate our vehicles in closed course training and an active simulation.
所以不仅FSD 11仍在为FSD 12的开发提供支持和帮助，而且它其实就是客户们正在付费使用的版本。因此，在V12准备就绪并推出之前，他们仍应改进FSD 11。对于团队来说，情况持续恶化。他们刚刚宣布，将暂停在美国的所有监控和手动驾驶旅程，并扩大调查范围，他们表示我们将继续在封闭课程训练和实时模拟环境中操作我们的车辆。
In addition to crews hiring a permanent safety officer that they said they were going to do they're also going to hire an outside safety expert. Let's go back in time to 2019 when the EU made speed limiters mandatory. That's because now we have the NTSB calling on all automakers to install anti-speeding technology. The NTSB actually wants NHTSA to make this a requirement and NHTSA has been gathering public feedback about these systems and if override systems should be allowed in vehicles.
除了他们说过要雇佣一名永久安全官之外，他们还将雇佣一名外部安全专家。让我们回到2019年，当时欧盟强制规定了车速限制器。这是因为如今我们有美国全国运输安全委员会（NTSB）呼吁所有汽车制造商安装防超速技术。NTSB实际上希望美国国家公路交通安全管理局（NHTSA）将此设为要求，并且NHTSA一直在收集关于这些系统以及是否应在车辆中允许使用覆盖系统的公众反馈。
It's not clear if this technology would be more of a warning system or something that would actually limit your speed in certain situations. Either way though NHTSA said they're still reviewing public comments and their final decision notice will come later this year.
目前还不清楚这项技术会起到更多的警告系统作用，还是实际上在某些情况下限制您的速度。但无论如何，美国国家公路交通安全管理局表示，他们仍在审查公众的意见，将在今年晚些时候作出最终决定。
Potentially one of the biggest battery storage projects in Europe has been approved. This one a 275 megawatt hour project in Germany. The developer said this would exceed the current largest facility in Europe by 50%. However, if you include the UK there are indeed some bigger projects in progress like one from Inova that's 2 gigawatt hours. But more importantly at the same time we have current legislation that exempts energy storage assets from grid fees if they go online before August 2026.
可能是欧洲最大的电池储能项目之一已经获得批准。这是一个在德国的275兆瓦时的项目。开发商表示，这将超过目前欧洲最大的设施50%。然而，如果包括英国在内，的确有一些更大的项目正在进行，比如Inova的2千兆瓦时的项目。但更重要的是，我们目前的法规规定，如果能源储存设施在2026年8月之前上线，将不用支付电网费。
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That deadline has been extended by 3 years to August 2029. That of course is good news because we need time for Tesla's Megapack factory in Shanghai to get scaled up.
那个截止日期已经被延长了三年，到2029年8月。这当然是个好消息，因为我们需要时间让特斯拉在上海的超级电池工厂扩大规模。
Then when that begins exports hopefully we see more of a megapack presence in the European market.
那么，当开始出口的时候，我们希望能在欧洲市场看到更多的大容量产品。
I hope you guys have a wonderful day. Please like the video if you did.
我希望你们今天过得愉快。如果你们觉得不错，请点赞这个视频。
You can find me on X linked below and a huge thank you to all of my patreon supporters.
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你可以在下方的X链接中找到我，同时非常感谢所有赞助我的Patreon支持者。