Tesla's Biggest Contract Ever / Exciting 4680 Update / GM's Existential Crisis ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. As of late, Tesla Energy has been on fire, and that trend is continuing as Tesla will now be providing intersect to power with 15.3 gigawatt hours of megapacks for solar and storage projects. This is equivalent to 15,300 megawatt hours divided by 4 megawatt hours per megapack would be 3,825 megapacks at roughly a million dollars each. That's 3.8 billion dollars. This agreement, when combined with previous commitments, makes intersect to power one of the largest buyers and operators of megapacks globally with around 10 gigawatt hours of large-scale storage expected to be deployed by the end of 2027. This is Tesla Energy's largest contract by far, as for all of 2023, Tesla deployed a 14.7 gigawatt hours of energy storage, and that includes powerwall. Tesla has previously supplied megapacks for intersect power's base portfolio of solar and storage facilities totaling 2.4 gigawatt hours in operation or under construction.

欢迎来到「电气化」节目，我是主持人迪伦·卢米斯。最近，特斯拉能源表现非常出色，这一趋势仍在持续。特斯拉将为电力公司提供15.3吉瓦时的Megapack电池，用于太阳能和储能项目。相当于15,300兆瓦时，每个Megapack电池容量为4兆瓦时，这意味着需要3,825个Megapack电池，每个大约价值100万美元，总价值约为38亿美元。 这份合同，加上之前的承诺，使电力公司成为全球最大的一体化Megapack电池买家和运营商之一，预计到2027年底将部署约10吉瓦时的大规模储能项目。这是特斯拉能源迄今为止最大的一份合同，因为在整个2023年，特斯拉共部署了14.7吉瓦时的储能设备，其中还包括Powerwall电池。 特斯拉此前已经为电力公司的太阳能和储能设施基础项目提供了Megapack电池，总容量达到2.4吉瓦时（包括已投入使用的和正在建设中的项目）。

Intersect plans to utilize over half of this new order of megapacks for four projects in California and Texas, expected to achieve operations by the end of 2027. Including what will be some of the largest battery installations in the country, and the rest will be utilized in intersects subsequent portfolio of solar and storage coming online between 2028 and 2030. Intersects CEO said no one in the market can match Tesla's depth of experience in storage tech. This partnership is the foundation of one of the largest and fastest growing storage portfolios in the country here at Intersect. The megapacks to be installed at the Intersect power projects are scheduled to be delivered in 2025 and 2026 and will be produced in lay through.

Intersect计划将这批新订单中超过一半的Megapacks用于加利福尼亚和德克萨斯州的四个项目，预计这些项目将在2027年底前投入运营。这些项目将包括国内最大的一些电池安装工程。剩余部分则将用于Intersect在2028年至2030年之间上线的后续太阳能和储能项目中。Intersect的CEO表示，市场上没有任何公司能比得上特斯拉在储能技术方面的深厚经验。这个合作伙伴关系是Intersect在全国建立起的最大且增长最快的储能组合的基础。计划在Intersect电力项目中安装的Megapacks预计将于2025年和2026年交付，并将在内华达州生产。

As mentioned, this intersect company to date has 2.4 gigawatt hours of storage in operation or under construction, which means most of all of the projects they've done so far have used Tesla megapacks. So they're a repeat customer for Tesla and in a massive way so clearly that's a bullish sign. Also in there about me, you'll see that they are focused on not just battery storage but data centers as well. In another article from Energy Storage, the trio of projects in Texas are two hour duration systems. The Texas projects named Lumina 1, 2 and Radian will utilize Tesla megapacks with each comprising 86 units. Two of them, Lumina 2 and Radian will be operated in the market using Tesla's auto bidder optimization and trading platform. And the Tesla megapack account on X confirmed those three sites in Texas that are set to be commissioned within 12 months will total 966 megawatt hours.

如前所述，截至目前，Intersect公司运营或在建的储能项目总容量达2.4吉瓦时，这意味着他们到目前为止完成的大多数项目都使用了特斯拉的Megapack储能设备。因此，他们是特斯拉的重要回头客，这显然是一个利好的信号。此外，在他们的简介中，你会看到他们不仅专注于电池储能，还涉足数据中心领域。 根据《Energy Storage》另一篇文章的报道，德克萨斯州的三个项目均为两个小时的储能系统。这些名为Lumina 1、Lumina 2和Radian的德克萨斯州项目将使用特斯拉的Megapack，每个项目包含86个单元。其中两个项目，Lumina 2和Radian，将使用特斯拉的自动竞价优化和交易平台进行市场运营。 特斯拉Megapack的官方X账号确认，这三个位于德克萨斯的项目将在12个月内完工，总储能容量将达到966兆瓦时。

Joe Tett Myers said comparing to the installation of megapacks at Gigatexis, this contract with Intersect is about 70 times larger. This contract will be fulfilled over the next 6 years but at $3.8 billion in revenue, even if you bring the gross margins down to 20%, given that Tesla has cut the price of the megapack by roughly 50% over the past year, that would still be about $765 million in gross profit just from this one contract alone. We have to be careful extrapolating revenue and profits from megapack deals because we don't know the contract pricing, any volume discounts, the timing of project milestones and where Tesla's megapack margins will come in after cutting the megapack cost in half over the past year. But no matter how you cut it, Wall Street is going to be forced to adjust their spreadsheets to account for what's happening on the Tesla energy side. And these are just the projects we know about, then layering the deferred revenue that Tesla energy is set to recognize which sits at nearly $4 billion already and Tesla energy is on the verge of forcing Wall Street to begin re-pricing its models for Tesla stock by itself over the next few years.

乔·特特·迈尔斯表示，与在德克萨斯超级工厂安装的Megapack相比，这次与Intersect的合同规模大约大了70倍。合同将在未来6年内完成，预计收入为38亿美元，即使把毛利率降到20%，考虑到特斯拉去年将Megapack的价格降低了近50%，仅这一份合同的毛利也将达到约7.65亿美元。我们需要谨慎推算Megapack交易的收入和利润，因为我们不清楚合同的定价、任何的批量折扣、项目的里程碑时机，以及在过去一年中Megapack成本减半后特斯拉的毛利率将如何变化。但无论如何，华尔街将被迫调整他们的电子表格，以反映特斯拉能源业务的最新发展。而且这些只是我们已知的项目，此外还有特斯拉能源即将确认的近40亿美元递延收入，特斯拉能源几乎快要迫使华尔街在未来几年内重新定价其股票模型。

The timing of this feels serendipitous for Tesla as it should serve as a bridge until we get to the next gen platform vehicles and or optimists. From late post a Chinese source, we got another great report on the Tesla 4680 project. They've learned exclusively that Tesla plans to mass produce the 4680 battery with dry electrode by the end of this year, which will be the complete version of the 4680. They've learned the design of the 4680 battery with dry positive electrode aka the cathode has been finalized, which is the first step towards mass production. Battery department will then focus on improving the production yield and efficiency and expanding capacity. After Drew Baglino resigned in April this year, Tesla adjusted its technical route and achieved a breakthrough in mass production of dry cathodes. An insider said dry electrodes can change Tesla and we know they've already figured it out on the anode side. As a refresher, dry electrode production eliminates many processes, it greatly reduces the capex of unit battery production capacity in plant area and improves battery performance and production efficiency.

这对特斯拉来说时机颇为机缘巧合，因为这应该能成为一个过渡期，直到我们达到下一代平台车辆或者乐观预期。从最近来自中国的消息来看，我们得到了关于特斯拉4680项目的另一个好报告。据可靠消息，特斯拉计划在今年年底前批量生产采用干电极的4680电池，这将是4680电池的完整版本。他们还了解到，采用干正极（即阴极）设计的4680电池已经定型，这是迈向批量生产的第一步。接下来，电池部门将专注于提高生产产量和效率，并扩大产能。今年四月德鲁·巴格里诺辞职后，特斯拉调整了其技术路线，并在干阴极的批量生产上取得了突破。一位内部人士表示，干电极可改变特斯拉的局面，而我们知道他们已经在阳极方面取得了成功。值得一提的是，干电极生产消除了许多工艺，极大地减少了单位电池生产能力的建设成本和厂房面积，并提升了电池性能和生产效率。

The dry cathode is the most important and difficult breakthrough in the entire 4680 process and the cathode materials are also the highest cost components in the battery, accounting for more than 35%. Insider said that among the material suppliers for the 4680s produced by Tesla in the US, there are hardly any Chinese companies left and some of the production equipment has also been switched to Japanese and European and American companies. Tesla also plans to have LG directly supply complete wet cathode 4680 batteries later this year, which will be installed on the Model Y produced in the US. It'll be interesting to see the stats of that Model Y with 4680s if they do bring that back because the first time around remember they were using Gen 1 4680s and then they upgraded to the cyber cell but that was only for the cyber truck. The word is Tesla has about 800 people on the 4680 team right now and there are reports out there that Tesla would consider abandoning the self-produced 4680 battery if they can't hit their goals by the end of this year.

干电极是整个4680电池工艺中最重要也是最难突破的环节，而正极材料也是电池中成本最高的部分，占比超过35%。业内人士表示，在特斯拉美国生产的4680电池的材料供应商中，几乎没有中国公司，而部分生产设备也已经切换为日本、欧美公司的产品。特斯拉还计划在今年晚些时候让LG直接供应完整的湿电极4680电池，这些电池将安装在美国生产的Model Y上。如果他们真的恢复使用4680电池，看看这些Model Y的性能数据将会很有意思，因为记得第一次他们使用的是第一代4680电池，然后升级到了Cyber电池，但那只是用于Cybertruck。目前传言说特斯拉大约有800人在4680团队中，并且有报道称，如果特斯拉在今年年底前无法实现他们的目标，他们将考虑放弃自产的4680电池。

Personally though, I think that's more of a motivation tactic from Elon and the management for the team to actually get this done rather than Tesla actually being at risk of scrapping the entire 4680 production. But if Tesla can get the 4680 costs below that of their suppliers like LG by the end of the year, it'll have the cheapest battery produced domestically in the US and the recent progress in dry cathode technology has given the battery department the possibility to achieve that year end goal. A former Tesla engineer said they had a small amount of customized and calibrated dry electrode rolling equipment. Each time that equipment failed, it took about 45 days to repair. The report is saying for a while Tesla was trying to figure out a workaround rather than spending the money on new equipment from new suppliers but in the end that's what they ended up doing. After setting up this new equipment, a source close to Tesla said the confidence from the battery department has increased recently because they believe the most difficult stage of R&D has passed and the main problem now is engineering optimization. The path is already relatively clear and time can solve it. If this new DBE process for cathodes is successful and the yield reaches a high level, Tesla will be able to produce the 4680 on its own without relying on suppliers for core components. They said Tesla has not yet contacted Chinese equipment suppliers for core processes like DBE rolling and winding with core suppliers from Japan and Germany.

不过，个人认为这更像是Elon和管理层为了激励团队完成任务而采取的策略，而不是特斯拉真的面临完全放弃4680电池生产的风险。如果特斯拉能在年底前将4680电池的成本降低到比LG等供应商更低的水平，它将在美国本土生产出最便宜的电池，而最近干电极技术的进展也让电池部门有望实现这一年底目标。一位前特斯拉工程师表示，他们当时有一小部分定制和校准的干电极轧制设备。每次这些设备发生故障，修复大约需要45天。报告称，特斯拉曾一度尝试找到替代方法，而不是花钱从新供应商那里购买新设备，但最终还是选择了购买新的设备。安装这些新设备后，一位接近特斯拉的消息人士称，电池部门的信心最近有所增强，因为他们相信最困难的研发阶段已经过去，现在的主要问题是工程优化。路径已经相对清晰，时间可以解决问题。如果这种新的干电极工艺成功且良品率达到高水平，特斯拉将能够独立生产4680电池，而无需依赖供应商提供核心组件。据悉，特斯拉还未与中国设备供应商接触核心工艺，如干电极轧制和卷绕，而是与来自日本和德国的核心供应商合作。

First of all, Tesla has greatly de-risked its 4680 supply chain from China. Second, we now have multiple sources reporting Tesla is making great progress on DBE for the cathode which to date has been the hardest problem. Third, the 4680 team is now confident they can hit their goals by the end of this year which is getting the cogs for these 4680s below that of the LG suppliers. Third, the 4680 team is now more confident that they can hit their goals by the end of the year and that's getting 4680 cogs below that of LG. Fourth, I really couldn't have seen Tesla scrapping the entire 4680 project even if they missed their goals this year but all of these reports make that event even less likely. For all of last year we were saying that Tesla still has one major nut to crack for 4680s and that's DBE for the cathode so if they actually figure this out at scale which it sounds like they're on track to do over the next 12 months we could see a major inflection in 4680 production and a significant decrease in the cost of the cells. Not to mention, now it also set the stage for better energy densities as well. It's not done yet but these are very encouraging reports.

首先，特斯拉已大大降低了其4680电池供应链对中国的依赖。其次，我们现在有多个消息来源报告称，特斯拉在解决阴极干法电极（DBE）方面取得了重大进展，这是迄今为止最难解决的问题。第三，特斯拉的4680团队现在有信心在今年年底前达到目标，这将使4680电池的成本低于LG供应商的成本。第四，即使特斯拉今年没有达成目标，我也不认为他们会彻底放弃4680项目，但所有这些报告使这种情况变得更加不可能。去年我们一直在说，特斯拉在4680电池方面还有一个主要难题需要解决，那就是阴极干法电极。如果他们真的能在规模化生产中解决这个问题，并且看起来他们将在未来12个月内实现这一目标，那么我们可能会看到4680电池生产的重大转折点以及电池成本的显著降低。此外，这也为实现更高的能量密度奠定了基础。虽然还没有完成，但这些报告非常令人鼓舞。

This right here is a problem that most people have no idea about. With the proliferation of more intelligent vehicles they also now pose significant privacy risks by collecting vast data on drivers behaviors. These automakers are using this data and sharing it or selling it to third parties including insurance companies. Your rates could be higher because they're secretly tracking your driving behavior. An investigation found GM Honda, Kia, Subaru, Hyundai and Mitsubishi are tracking drivers data on everything from when they drive to how hard they hit their brakes. These companies are tracking millions of drivers data, sneakily selling it to third party brokers. What this means is consumers personal data is now subject to a world of data breaches, identity theft and targeted scams.

这就是大多数人完全不了解的问题。随着智能车辆的普及，它们现在通过收集大量关于驾驶行为的数据，带来了重大的隐私风险。这些汽车制造商正在使用这些数据，并与第三方（包括保险公司）分享或出售这些数据。你的保费可能会因此提高，因为他们在秘密地追踪你的驾驶行为。调查发现，通用、本田、起亚、斯巴鲁、现代和三菱等公司正在追踪驾驶数据，从驾驶时间到刹车力度无所不包。这些公司正在偷偷地收集数百万司机的数据，并将其出售给第三方经纪人。这意味着消费者的个人数据现在面临数据泄露、身份盗窃和定向诈骗的风险。

Luckily there is a way out of this mess and the solution is signing up for delete me as fast as you can. I became interested in a service that would wipe all of my sensitive data from the internet early last year after I saw these statistics. Last year alone there were 1 million reports of identity theft which is crazy and I was getting way too many robocalls and spam emails so I took a weekend and did some research. I ended up watching nearly every video on Delete Me on YouTube and I was sold. Fast forward to now and they sponsor the channel. Delete Me scours the web for every data broker out there and checks for your personal information. If they find it anywhere they go through the laborious work of contacting each data broker to request they remove your data. Delete Me also follows up regularly to make sure your information stays off these sites and even better delete me continually scans the internet finding all of the new data brokers that are constantly popping up. Here's my most recent quarterly report with my personal advisor I can contact at any time. This time around they reviewed nearly 4,000 listings and removed 40 that actually had my personal information. That right there likely saved me over 50 hours of work.

幸运的是，有一个解决这个困境的办法，而且解决方案就是尽快注册DeleteMe服务。我去年初开始对这个能从互联网中删除我所有敏感数据的服务感兴趣，因为我看到了这些统计数据。仅去年，就有一百万起身份盗窃报告，这太疯狂了，而且我接到了太多的机器人电话和垃圾邮件，所以我花了一个周末做了一些研究。我几乎看了YouTube上所有关于DeleteMe的视频，然后我决定试一试。现在，他们还赞助了我的频道。DeleteMe会在网上搜寻所有数据经纪人，检查是否有你的个人信息。如果发现你的信息，他们会进行繁琐的工作，联系每个数据经纪人，要求他们删除你的数据。DeleteMe还会定期跟进，以确保你的信息从这些网站上删除，更好的是，DeleteMe会持续扫描互联网，发现不断冒出来的新数据经纪人。以下是我最近的季度报告，我可以随时联系我的个人顾问。这次，他们审核了将近4000条数据，删除了40条包含我个人信息的记录。这一下可能为我节省了超过50个小时的工作时间。

So if you'd like to protect your family's data and privacy and support a great US based company you can head to join deleteme.com slash electrified to get 20% off using my code electrified the link is below. A number of Tesla's component suppliers are scouting for the right location to kickstart or expand operations in India. This even as Tesla's plans to make vehicles in the country are still fluid. Of course Tesla would be more likely to go where its supplier ecosystem is and three of Tesla suppliers were in Gujarat for site visits recently. The game plan to bag Tesla will be to tap its supplier ecosystem. If there were to be a Tesla India announcement I wouldn't expect it anytime before 2025.

所以，如果您想保护家庭的数据和隐私，同时支持一家出色的美国产公司，您可以访问 join deleteme.com slash electrified，并使用我的折扣码 electrified 获得 20% 的折扣，链接在下方。 尽管特斯拉在印度制造汽车的计划尚不明确，但多家特斯拉的零部件供应商已经在寻找合适的地点，以启动或扩大在印度的业务。特斯拉更有可能选择其供应链生态系统所在的地方，最近有三家特斯拉的供应商在古吉拉特邦进行了场地考察。争取特斯拉落户的策略将是利用其供应链生态系统。如果特斯拉要在印度发布公告，我认为不会早于 2025 年。

Chuck Cook shared some pictures from a drone flyover of the A-dass test operators in his neighborhood and the car was possibly using a Starlink mini. He also asked about FSD and Cybertruck to which Elon said yes Cybertruck FSD releases with 12.5 which also finally merges the city and highway code. Now it's not confirmed this was a Starlink mini in this Tesla but it's something Adam Jonas has been talking about now for a long time. A future collaboration between Starlink and Tesla. In the latest version of the Tesla mobile app version 4.35.0 to conserve the vehicle's battery the app only wakes it when you send a command. So finally now when you open your Tesla app if you don't do anything it won't wake the vehicle. And before your vehicle goes to sleep it does send the vehicle data to the cloud and stores it so you'll still be able to have the most recent data without waking your vehicle.

查克·库克分享了一些无人机飞越他所在社区的A-dass测试操作员的照片，该车可能使用了Starlink mini。他还询问了FSD（全自动驾驶）和Cybertruck（赛博卡车）的情况，马斯克表示Cybertruck的FSD将在12.5版本中发布，并最终合并城市和高速代码。目前尚未确认这辆特斯拉是否使用了Starlink mini，但这是亚当·乔纳斯讨论已久的话题——Starlink和特斯拉未来的合作。在最新版的特斯拉移动应用程序4.35.0版本中，为了节省车辆电池，应用程序只在您发送指令时唤醒车辆。所以现在当您打开特斯拉应用程序时，如果没有操作，它不会唤醒车辆。而在车辆进入休眠状态之前，它会将数据发送到云端并存储，因此您仍然可以获取最新的数据，而无需唤醒车辆。

Farzad said it's about time for Texas to allow Tesla to sell direct to consumers in the state. Rohan Patel added the current Texas government has made it just as good or better to operate without a franchise license. That could change with a future government so a lot changes preferred for business certainty long term. Rohan said the biggest advantage of how it's set up now you can be open on Saturday and Sunday licensed franchise dealers have to choose to be open Saturday or Sunday. Pretty much everything else can be done at the gallery financing leasing, trade-ins, test drives, insurance, safety inspections etc. So Rohan confirmed what we've thought to be true on the surface these dealer protection laws seem to be ridiculous but in actuality and in practice the way it's set up really is not that bad for Tesla. There were some rumors Elon was going to speak at the Republican National Convention tonight but he denied those saying he is not speaking.

Farzad说，是时候让德州允许特斯拉在该州直接销售给消费者了。Rohan Patel补充说，目前的德州政府让在没有特许经营许可证的情况下运营变得同样好，甚至更好。不过，未来的政府可能会改变这一点，因此为了企业长期的确定性，希望做出很多改变。Rohan还说，目前的设置方式的最大优势是可以在周六和周日营业，而有许可证的特许经营经销商必须选择在周六或周日营业。其他几乎所有事情都可以在展厅完成，比如融资、租赁、旧车置换、试驾、保险、安全检查等。因此，Rohan确认了我们的想法，从表面上看，这些经销商保护法似乎是荒谬的，但实际上和实践中，这种设置对特斯拉而言并不算糟糕。还有一些传闻说Elon Musk今晚将在共和党全国代表大会上发言，但他否认了，表示自己不会发言。

A heads up dirty Tesla was talking about the new Cybertruck vault divider and he said it does not fit and I do not suggest anyone buy it. It wasn't just Chris though as Danny was having similar problems. I'm sure this will be fixed in time but at least for now just FYI. Ford said it plans to expand production of its super duty pickup line in Oakville, Ontario scrapping plans to spend $1.3 billion turning that site into an EV assembly hub. Previously Ford had delayed plans to build two three row electric crossovers to 2027 from 2025. Ford had not started installing any EV tooling or equipment at this site and Ford said it still intends to produce the three row EVs in 2027 but they didn't say where. Rather than spend $1.3 billion toward EV production they're looking to now spend $3 billion to expand super duty production. This decision will create more jobs for the plant and it's no surprise that Unifor Canada's union is behind the decision. Not that the union made the decision but they said working with our local unions and company execs we came to an agreement that will not only see our members back to work sooner it protects our members jobs well into the future.

提醒一下，Dirty Tesla提到新版Cybertruck货厢隔板时说它不合适，并且建议大家不要购买。不仅Chris遇到了这个问题，Danny也有类似的麻烦。我相信这个问题迟早会得到解决，但至少现在请留意一下。 福特宣布计划扩大安大略省奥克维尔的超级重型皮卡的生产，并取消了原本打算花费13亿美元将该工厂改造为电动车装配中心的计划。此前，福特将两款三排电动跨界车的生产计划从2025年推迟到2027年。福特还没有在该工厂安装任何电动车生产设备，他们仍计划在2027年生产这两款电动车，但没有说明在哪里。相比投入13亿美元用于电动车生产，他们现在打算花费30亿美元来扩大超级重型皮卡的生产。这一决定将为工厂创造更多就业机会，这也不出意料地得到了加拿大Unifor工会的支持。虽然最终决定不是由工会做出的，但工会表示，通过与当地工会和公司高管的合作，我们达成了一项协议，这不仅能让我们的成员更快复工，还能在未来保护他们的工作。

I know some people were excited for Tesla's new climate UI with the latest update and here's a photo of it I'm not sure it's going to live up to expectations. It's pretty similar at first glance with the controls shuffled around a bit and without the boxes around them which actually makes them harder to see in my opinion. But this does allow for the actual car display to be larger so it should be easier to adjust the vents. There were some photos of a camouflage to F-150 Lightning benchmarking against the Cybertruck and it's pure speculation but they're saying these could be the first Ford prototypes on the road with in-wheel or hub motors. Stellantis is recalling 24,000 plug-in hybrid minivans worldwide because of fire risks and their urging owners to park outside and away from structures. The problem is linked to an abnormality with individual cells and the customers are advised to reframe from recharging. They're working on a software update designed to detect the abnormality and if found the dealers will replace the high voltage battery.

我知道有些人对特斯拉最新更新中的新气候用户界面感到兴奋，这里有一张照片展示了它。不过我不确定它是否能够达到预期效果。乍一看，它与以前的界面相似，只是控制按钮的位置有所变化，而且没有了按钮周围的框，这其实让它们更难看清。不过，这样做确实让汽车的实际显示屏变得更大，所以调整通风口应该会更容易。 另外，有一些福特F-150 Lightning伪装车与特斯拉Cybertruck进行对比测试的照片出现了。这纯属猜测，但有人说这些伪装车可能是福特首批上路使用轮内或轮毂电机的原型车。 再有，Stellantis正在全球范围内召回24,000辆插电混合动力小型货车，原因是存在火灾风险。他们建议车主将车停在户外并远离建筑物。问题与单个电池单元的异常有关，并且建议客户暂时不要充电。他们正在开发一个软件更新，用于检测这种异常情况，如果发现问题，代理商将更换高压电池。

GM's joint venture in China with SAIC has the capacity to build 1.9 million vehicles per year but year to date through the first half of the year they've only produced 210,000. GM ranks among the worst market performers when gauged by sales of its proprietary brands. Wholesale delivery is for SAIC and GM hit 2 million in 2017 the high watermark compared that to last year when that volume was only 1 million. They do have an expanded lineup in the market but so far it's failed to boost EV sales and the majority of the EV's GM includes in its China sales have been generated by SAIC. Chinese models use 20 times more OTA updates post-launch than global traditional automakers. We'll be generous and say this partnership produces 500,000 vehicles this year that's still only 26% of the total capacity. Nearly 130 charging cords were stolen from Electrify America station in the first five months of this year that's more cases than during all of 2023. Seattle has been a hot spot for this vandalism but it's happening in other states as well. The replacement costs range from $500 to $7,000. Electrify America is saying replacing these cut cables for them is between $2,000 and $4,000. EV Go has also said vandalism has been increasing and they're saying that the copper in these cables is really only worth $23. The whole time I read this article I was thinking all of these sites need to have cameras and then they said right here multiple EA stations do have cameras. In Seattle these cases are now being assigned to major crimes task force due to the frequency and the likelihood of repeated targeted crimes.

通用汽车（GM）与上汽集团（SAIC）在中国的合资企业每年有生产190万辆汽车的能力，但截至今年上半年，他们仅生产了21万辆。按销售表现看，通用汽车自有品牌在市场上排名靠后。2017年，上汽和通用汽车的批发交付量达到了200万辆，是一个高峰，相比之下，去年这个数字只有100万辆。尽管他们在市场上推出了更多的新车型，但迄今为止，这并未能提高电动汽车的销量，而且通用在中国销量中的大部分电动汽车实际上是由上汽生产的。中国的车型在发布后使用OTA（空中下载）更新的次数是全球传统汽车制造商的20倍。我们宽松估计，今年这个合资企业生产50万辆汽车，这也仅占总产能的26%。今年前五个月，电气化美国（Electrify America）站点的近130根充电线缆被盗，这比整个2023年的案件还多。西雅图是这些破坏行为的热点，但其他州也有类似情况。更换这些线缆的成本在500美元到7000美元之间。电气化美国表示，这些被剪断的线缆更换费用在2000美元到4000美元之间。电动汽车充电运营公司EV Go也表示，破坏行为有所增加，并指出这些电缆中的铜实际上只值23美元。我整个阅读这篇文章时都在想，所有这些站点都需要安装摄像头，结果文章也提到电气化美国的多个站点确实装有摄像头。在西雅图，由于案件频发和定向重复犯罪的可能性，这些案件现在被指派给重大犯罪特别任务组处理。

Electrify said he visited XAI and Tesla Super Computer clusters in Memphis and Texas and was blown away by the rapid rate of progress. It was fascinating to watch Elon and team constantly improve every aspect of the process. I had to show you from Elon alerts because for some reason, Elects has me blocked on X. Elects and I only ever had one interaction and it was very positive but I did hear that someone else was running his account and just mass blocking people for whatever reason.

Electrify说他参观了位于孟菲斯和德州的 XAI 和特斯拉超级计算机集群，他对进展的速度感到惊讶。看到Elon和他的团队不断改进每一个环节，真是令人着迷。我不得不通过Elon的消息来告诉你们，因为不知为何，Elects在X平台上屏蔽了我。我和Elects只有过一次互动，而且那次互动非常积极，但我听说他让别人管理他的账号，那个人为了某些原因会大量屏蔽用户。

Bloomberg NEF is saying at the current pace, public fast charging sites will outnumber gas stations in the US in about 8 years. North American operators will spend a collective $6.1 billion on charging infrastructure this year nearly double the 2023 investment. A VP at EV Go said we're seeing demand for fast charging skyrocket. We're continuing to build bigger and bigger stations because we need to keep up with demand. We're getting past a turning point where fueling stations in convenience stores are really seeing the value proposition. It's a very welcome turn from how they were behaving in the regulatory space even as recently as a couple years ago.

彭博新能源财经表示，如果按目前的速度发展，美国的公共快速充电站将在大约8年内超过加油站数量。北美的运营商今年将在充电基础设施上集体花费61亿美元，几乎是2023年投资的两倍。EV Go公司的副总裁说，我们看到对快速充电的需求激增。因此我们正在不断建设越来越大的充电站，以满足需求。我们正越过一个转折点，便利店中的加油站开始真正看到充电站的价值。这与他们在最近几年在监管方面的态度有了非常大的转变。

You have a few anecdotes that suggest a lack of charging and that gets conflated to charging overall but it's important to make sure people are aware of how quickly these stations are coming online. We've been saying that late this year and throughout 2025 should be great for public EV charging with companies like IANA finally starting to deploy chargers. Paired with EA fixing a lot of its problems and other companies like EV Go continuing to grow. Visiting Gigatexus is about to be a bit more interesting as Neuralink is building a 112,000 square foot facility just 20 minutes away. It's expected to be complete by the end of May 2025.

你有一些小故事暗示了充电不足的问题，这些被误认为是整体充电状况的一部分。但重要的是让人们知道，这些充电站正在迅速投入使用。我们一直强调，今年年底及整个2025年将是公共电动汽车充电的好时机，因为像IANA这样的公司正开始部署充电桩。同时，EA正在解决许多问题，而EV Go等其他公司也在不断成长。参观Gigatexus将变得更加有趣，因为Neuralink正在距离其只需20分钟路程的地方建设一个112,000平方英尺的设施，预计将在2025年5月底完工。

Hallmar shared a screenshot from a cyber truck update that now has sub destinations. Now when you enter a navigation destination you can select a sub destination like a specific terminal at the airport to get more accurate routing details. Something to keep an eye on for Tesla sales in California for the past three quarters now the growth rates have indeed been negative. And in quarter two of this year it was down 24%. There are many factors that impact Tesla sales but that's why I said it'll be something to watch. Tesla stock closed the day at $249.23 up.29% while the NASDAQ was down. 0.7%. It was a normal volume day for Tesla trading about 2 million shares above the average volume the past 30 days.

Hallmar 分享了一张截图，显示了网络卡车更新现在具备了子目的地功能。现在当你输入一个导航目的地时，可以选择一个子目的地，比如机场的特定航站楼，从而获得更准确的路线细节。需要留意的是，在过去三个季度中，特斯拉在加州的销量增长率确实一直是负增长。在今年第二季度，销量下降了24%。影响特斯拉销量的因素有很多，所以我说这值得关注。特斯拉的股票当天收盘价为$249.23，上涨了0.29%，而纳斯达克指数下跌了0.7%。这一天特斯拉的交易量正常，约200万股，超过了过去30天的平均交易量。

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