Tesla Makes Two Controversial Decisions / Is Elon Stepping Down as Tesla CEO Too? ⚡️
发布时间 2023-05-12 20:52:10 来源
摘要
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Caliber197: https://www.youtube.com/watch?v=Xs8AqirmJuQ&t=409s&ab_channel=Caliber197
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00:00 - Model 3 Highland Video
1:26 - Autopilot Controversy
2:12 - Referral Program Updated: Win a CT
2:57 - FSD 11.4.1
3:33 - Hertz Electrifies
4:00 - Tesla "Recall" Reporting
4:48 - Controversial Decision 2 (Ending S/X?)
7:20 - Tesla Raises US Prices
8:12 - Love This, Sorry Dealers
8:41 - Elon Still Trying
9:01 - Wind in UK
9:20 - BYD ADAS Coming
9:45 - Rivian on Tonneaus and Pricing
10:56 - VinFast SPAC
11:09 - Subaru 4 EV Crossovers
11:31 - Is Elon Leaving Tesla Too?
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#Tesla #TeslaProduction #ElonMusk
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Welcome to Electrified. This is your host, Dylan Lumis, so in some new drone footage from Calibre 197, we see Project Highland, I'm not sure where he got Project Darkstar, but we get some new data. First, you'll see the driver about to swipe down on the screen as if he's putting the car into reverse, not using a stock, just like the Model S and X. So does that mean upcoming Model 3s and Model Ys are going to have no stocks. Then if we zoom in on this image, you'll see a new steering wheel that almost looks like the wheel on the Tesla semi. Now, these prototypes and alpha builds don't always make it to production, but with that said, at least given this drone footage, it would lead me to believe that there's a decent chance the Model 3 Project Highland is going to a no stock setup. Definitely not a guarantee, but after seeing this, personally, I'm definitely at least leaning that way. Calibre's full video will be linked below.
欢迎来到Electrified，我是你的主持人Dylan Lumis。今天我们有一些来自Calibre 197的新的无人机画面，看到了高地计划项目。我不确定他是从哪里得到了黑星计划，但我们收集到了一些新数据。首先，你会发现这个驾驶员准备在屏幕上向下刷，好像他要将车挂倒挡，而不是使用齿轮杆，就像Model S和X一样。那么这是否意味着即将推出的Model 3和Model Y将不再有齿轮杆呢？接下来，如果我们放大这个图像，你会看到一个几乎看起来像特斯拉半挂车上的方向盘。现在，这些原型和Alpha版本并不总是会投入生产，但是至少根据这个无人机画面，我认为Model 3高地计划很有可能采用无齿轮杆的设置。当然，并不是完全确定，但是在看到这个之后，个人认为这个可能性很大。Calibre的完整视频将在下面链接。
We get more of the same from Pete Buttigieg, the Transportation Secretary, now saying Tesla shouldn't call its partially automated driving system autopilot because the cars can't drive themselves. Even Wikipedia says autopilots do not replace human operators. My brother-in-law is a pilot and he's told me many times that autopilot is a big deal in the aviation industry. And back in 2020, Elon said Tesla autopilot was literally named after the term used in aviation. I don't really see too many people complaining about that use. Either way, Tesla already went through this legal battle in Germany and came out victorious.
彼得·布蒂吉格是交通部长，他现在表示特斯拉不应该称其部分自动驾驶系统为自动驾驶，因为这些车辆不能自动行驶。甚至维基百科也说自动驾驶系统不能替代人类操作员。我的姐夫是一名飞行员，他告诉我，自动驾驶是航空业的一个大亮点。同时，埃隆曾在2020年表示，特斯拉自动驾驶系统的名称正是源自航空业使用的术语。我并没有看到太多人抱怨这种用法。无论如何，特斯拉已经在德国经历了这场法律斗争，并获得了胜利。
The higher regional court of Munich has ruled that Tesla is allowed to use autopilot and full self-driving in its communications. In the United States, Tesla has updated its referral and loyalty program. I've seen a lot of confusion on different credit numbers for different people. Just remember there are three tabs up at the top, refer, buyer, and then loyalty, so don't get those confused. This time around, though, it looks like Tesla is doing something new, a cyber truck raffle costing 500 credits. Enter for your chance to win a free cyber truck. One lucky winner will get one of the first cyber truck vins. Personally, I'd rather have one after a few months of production, but I wouldn't be complaining about a free one and multiple entries are allowed. And here's a screenshot of the referral credit amounts, but just FYI, it's now out there, so check your app if you're interested.
德国慕尼黑高级地方法院裁定特斯拉可以在其宣传中使用自动驾驶和完全自主驾驶功能。在美国，特斯拉已经更新了推荐和忠诚度计划。一些人对于不同人员的信用额度存在困惑，但是请记住，在顶部有三个标签：推荐、购买和忠诚度，不要混淆。而这一次，特斯拉似乎在尝试一些全新的东西，推出一个需要500个信用点的赌博活动，赢得一个免费的赛博卡车。幸运的获奖者将获得第一批赛博卡车之一。我个人更喜欢在生产几个月后购买，但如果免费获得一个，我也不会抱怨，同时也可以进行多次参与。以下是推荐信用额度的屏幕截图，但是请注意，它已经公开了，如果您有兴趣，请查看您的应用程序。
Just yesterday, we talked about FSD11.4.1 going out to employees, and one day later, it looks like it's now going out to customer vehicles for the first time. Speaking of FSD, local media got a tour of Giga Shanghai today, and local officials are now hinting that there may be some support for Tesla rolling out FSD in China. The official said Shanghai will further deepen its cooperation with Tesla, including self-driving and robotics in the city. It's worth noting that official did not directly mention FSD, but we did hear last month that Tesla was about to start testing FSD on a wide scale in China.
昨天我们谈到FSD11.4.1向员工发布，一天后，似乎首次向客户车辆发布。说到FSD，当地媒体今天参观了上海超级工厂，并当地官员现在暗示，有可能支持特斯拉在中国推出FSD。该官员表示上海将进一步加强与特斯拉的合作，包括在城市自动驾驶和机器人领域。值得注意的是，该官员没有直接提到FSD，但我们上个月听到特斯拉即将在中国广泛测试FSD。
We've talked about the new Hertz Electrifies program rolling out across the country. Next City Up is Orlando, where Hertz plans to add 6000 rental EVs to its existing fleet. They're also following up on their promise to provide EV education, and in this case, they're actually providing a free EV to a local tech school, along with some EV education. Now Orlando rolling out the same program that Hertz just launched in Atlanta last month.
我们已经讨论了Hertz Electrifies计划在全国推出的消息。接下来要推出这个计划的城市是奥兰多，在那里，Hertz计划向现有车队中添加6000辆rental EVs。他们还在遵循他们提供EV教育的承诺，而在这种情况下，他们实际上向当地技术学校提供了一辆免费的EV以及一些EV教育。现在奥兰多正在推出与Hertz上个月刚在亚特兰大推出的相同计划。
I have to point out this ridiculous reporting from CNN on Tesla's latest recall. Nowhere in this article does it mention Tesla fixing this with a software update, and there's no edit to the original article. It still just says Tesla's going to take back these 1 million plus vehicles. Later in the article, it gets even better as they say the Model 6 is going to be recalled as well. What's really going on here from Reuters, Tesla's going to issue an OTA update.
我必须指出CNN关于特斯拉最新召回的荒谬报道。这篇文章中根本没有提到特斯拉将通过软件更新来修复这个问题，而且原文中也没有编辑。它仍然只是说特斯拉将回收1百万多辆车。在文章后面，更有趣的是，他们说Model 6也将被召回。而事实上，特斯拉将发布OTA更新。这到底是怎么回事呢？从路透社的报道来看，特斯拉将发布OTA更新来解决问题。
The problem here was these cars did not allow drivers to turn off regenerative braking or provide enough warnings when drivers stepped on the accelerator pedal hard. The OTA update will restore the option of turning off regenerative braking and warn drivers when they step hard on the accelerator pedal.
这里的问题是，这些汽车未允许驾驶员关闭再生制动或在驾驶员强烈踩下油门踏板时提供足够的警告。OTA更新将恢复关闭再生制动的选项，并在驾驶员强烈踩下油门踏板时发出警告。
What in the world are these folks doing over there in China? It's been all over social media today, but if you missed it, the Model S and X in the right hand drive version have been cancelled, and yes, reservation holders that have been waiting in some cases up to two years have had their orders cancelled. I just have to say to everybody out there that was in the camp of having their order cancelled after waiting up to two years, I am sorry on behalf of Tesla.
这些人在中国到底在做什么？这件事今天在社交媒体上被疯传了，但如果您错过了，那就是 Model S 和 X 的右驾版被取消了，是的，一些长达两年的预订者的订单被取消了。我只想对那些等了两年或更久却被取消了订单的人说，代表特斯拉向你们表示道歉。
That is absolutely brutal, and this is definitely not a good look on Tesla's part. And hear me out, I absolutely understand why Tesla is making this decision. It just seems like the manufacturing complexities of making the right hand drive models doesn't make sense given the size of the market, but there should have been better planning, and more importantly, I know things always change, but there should have been better communication with these reservation holders over the last two years. And yes, some people are getting a few thousand dollars in a credit to put toward a Model 3 or Y purchase, which is nice, but those people wanted a Model S or X. And yes, this applies to folks in the UK as well.
这绝对是残酷的事情，Tesla的做法绝对不好。听我说，我完全理解Tesla做出这个决定的原因。只是，考虑到市场规模，制造右驾驶模型的制造复杂度不合理，但应该有更好的计划，更重要的是我知道事情总是在变化，过去两年应该与这些预订持有者进行更好的沟通。是的，有些人会得到几千美元的信用，可用于购买Model 3或Y，这很好，但这些人想要的是Model S或X。是的，英国的人也适用。
And as Troy Tesslik pointed out, dating back almost 10 years, Tesla has only sold about 35.7 thousand of these SNX to right hand drive countries. And then on the same day, we have Tesla Japan tweeting that the Model SNX are heading to that market, which is predominantly right hand drive. But doing a little digging, the internet is telling me vehicles and configuration to right hand drive or left hand drive are allowable in Japan. Don't forget, way back in 2019, Elon was already planting seeds about things like this, saying Tesla was only continuing to make the SNX for sentimental reasons more than anything else. And he said, they are really of minor importance to our future. And yes, the Model SNX going to Japan will only be left hand drive variants. So ultimately from a Tesla manufacturing and a Tesla efficiency standpoint, it's a great decision. But of course, for that cohort of people that were led to believe they were able to get this vehicle at some point, it's a terrible revelation.
正如特洛伊·泰斯利克所指出的那样，追溯近10年，特斯拉只在右舵驾驶国家售出了约35.7万辆SNX。然后在同一天，我们看到特斯拉日本在推特上宣布Model SNX将进入该市场，该市场主要是右舵驾驶。但深入了解后，网络告诉我，日本允许车辆和配置为右舵驾驶或左舵驾驶。不要忘记，早在2019年，埃隆已经开始播下这样的种子，说特斯拉继续制造SNX只是出于感性原因，而不是其他原因。他说，它们对我们的未来实际上没有太大的意义。而且，前往日本的Model SNX只会是左舵驾驶车型。因此，从特斯拉制造和效率的角度来看，这是一个很好的决定。但对于那些被引导相信他们在某个时候能够购买这辆车的人来说，这是一个可怕的启示。
Now there's a few folks out there saying that this is the end of the Model SNX altogether. They're just too hard to make, but they just spent a long time refreshing these vehicles. So personally, I would be surprised if they were to end the Model SNX completely, including left hand drive variants anytime in the near future. With that being said, anything's possible and at the end of the day, I wouldn't be that surprised.
现在有一些人表示，这将彻底结束SNX型号的生产。这些车辆太难制造了，但是他们花费了很长时间来更新这些车辆。所以就我个人而言，如果他们在不久的将来彻底停产SNX型号，包括左驾驶的变种，我会感到惊讶。不过话虽如此，任何事情都有可能发生，在结束之前，我也不会感到太惊讶。
Tesla has also raised prices for the Model Y, S and X in the United States again. So here are the updated numbers and the green cells just indicate they're eligible for the IRA credits. The Model 3 prices remain unchanged this time around the Model Y prices all go up $250 and the Model S and X all go up $1000. But of course, still down fairly significantly from where they started the year. At the same time on the Tesla site, they're now advertising three years of unlimited free supercharging buying a new Model S or X and they're offering new lower finance rates as low as $399. And just a quick note, in Canada, the Model 3 long range variant is now available again and if you scroll up, it also qualifies for the federal incentive as well as the extra one in Quebec.
特斯拉又再次在美国提高了Model Y、S和X的价格。下面是最新的价格，绿色格子表示它们符合IRA税收抵免条件。这次Model 3的价格保持不变，Model Y的价格上涨了250美元，Model S和X的价格上涨了1000美元。当然，与年初相比，价格仍然有相当大的下降。同时，在特斯拉网站上，如果购买新的Model S或X，他们现在宣传三年不限次数的免费超级充电，也提供最低399美元的新低利率。另外，加拿大的Model 3长续航型号再次可用，并且如果您向上滚动，该车还符合联邦激励计划以及魁北克省的额外激励计划。
This little blurb was music to my ears, but the direct sales model spearheaded by Tesla has cost dealers in California last year, almost $1 billion. And here's that simple math. The number of cars sold by Tesla, Rivian and Lucid combined last year in California times the franchise dealerships average gross profit per new vehicle gives you that total of $910 million. I think this is where the kids would say, sorry, not sorry.
这段话令我非常高兴，但由特斯拉领头的直销模式去年使加利福尼亚的经销商损失了近10亿美元。这是一项简单的数学运算。去年特斯拉、Rivian和Lucid在加利福尼亚的汽车销售数量乘以特许经销商每辆新车的平均毛利润，得出的总数为9.1亿美元。我想这就是年轻人所说的“对不起，但我不后悔”。
Elon yet again is still trying to get out of his 2018 settlement with the SEC with time around. She said it chills Elon's speech limiting his ability to make statements about Tesla that don't violate securities laws. She asked a three judge panel of the federal appeals court to throw out the deal or at least modify it. We'll see.
埃隆又一次试图摆脱2018年与SEC达成的和解协议。她表示这限制了埃隆关于特斯拉的声明能力，使其不违反证券法。她要求联邦上诉法院的三名法官撤销协议或至少修改协议。我们拭目以待。
Just a feel good story here from the BBC in the first three months of this year, a third of the country's electricity came from wind farms in the UK. An energy researcher said wind outsupplying gas for the first time is a genuine milestone event. Well done.
BBC报道了种令人愉悦的消息，在今年前三个月，英国三分之一的电力来自于风力发电站。一位能源研究员表示，风能首次超过天然气的耗能量是一个真正的里程碑事件。干得好。
It sounds like BYD is ready to launch its own 8-ass product to compete with Tesla. Their system will be called DNP and we'll first see it on the 2023 hon scheduled for release in Q4. At least to start, BYD's DNP will focus on highway driving, but it may come out with an FSD competitor in the future. BYD does have plans to roll this out to other vehicles as well, and yes, they will not be using LiDAR.
BYD似乎已经准备好推出自己的8级别产品来与特斯拉竞争。他们的系统将被称为DNP，我们将在计划于2023年Q4发布的hon车型上首次看到它。起初，BYD的DNP将专注于高速公路驾驶，但他们未来可能也会推出FSD竞争对手。BYD确实计划将其推广到其他车辆上，并且是不使用LiDAR技术的。
We wanted to give an update on our tonneau covers both the power tonneau and the manual tonneau. Yeah, for the power tonneau, we're super excited to get this back into the plant. We have redesigned the tonneau. It's much quieter, a much more robust solution, and like I said, really can't wait to get it back into production.
我们想向大家更新我们的卡车厢盖，包括动力卡车厢盖和手动卡车厢盖。对于动力卡车厢盖，我们非常兴奋地将其重新制造出来。我们重新设计了卡车厢盖，使其更加安静、更加坚固，而且我们真的迫不及待地想回到生产中了。
But what we're also excited about is the manual tonneau. We've got this great carrying bag for when you're taking the pieces out. Claire and I will take them out now. Yeah, so pulls out. There are four pieces and each just slides out and fits into the carrying case where there's a separator for each of them. So And one of the things that's nice is the case makes it really easy to move around. It loads it in out really easily. Zip it up and it fits right in the gear tunnel. You can just pop it right in.
但我们同样兴奋的是手动遮篷。我们准备了一个很棒的手提袋，方便你取出每个部件。现在我和克莱尔来取出它们。是的，这样拉出来。总共有四个部件，每个都可以轻松地滑出来，然后装入手提箱中，每个都有分隔器。其中一个好处是这个箱子使得搬运非常容易，你可以轻松地把它们装入和取出。拉好拉链后，可以直接放入齿轮隧道中。你可以很容易地把它们放进去。
Sticking with Rivi in this week, they said they're confident of maintaining prices despite more competition and they said them adding extra large batteries, better performance and premium features will distinguish them from company rivals. RJ said we're seeing a continued upward shift in ASPs and we will offer a lower priced variant, but not necessarily lower prices on the things we're offering today.
在本周继续支持Rivi，他们表示尽管面临更多竞争，他们有信心保持价格稳定，并且他们表示增加超大电池、更好的性能和高端功能将使他们与公司竞争对手区分开来。 RJ表示，我们看到平均售价持续上升，我们将提供价格更低的变种，但不一定会降低我们今天所提供的产品价格。
We have VinFast looking to go public in the United States via SPAC later this year. If you've been watching the track record for EV SPACs over the past few years has not been great, so this will be fun to watch. Subaru just announced four upcoming EV crossovers that will sell in the United States. However, they're planning to build them in Japan and the head honcho at Subaru basically went on to say the US customers really even make buying decisions factoring in the IRA credits anyway. So I agree it's not solely on tax breaks but it's also not nothing.
VinFast计划通过SPAC今年晚些时候在美国上市。如果你一直在关注电动汽车SPAC的业绩，过去几年表现并不好，所以这将是一个有趣的观察。Subaru刚刚宣布将有四款即将推出的电动交叉车在美国销售。然而，他们计划在日本制造，Subaru的负责人基本上在说美国客户在购买决策中根本不会考虑IRA税收减免。因此，我认为这不仅仅是税收减免的问题，但这也不是无关紧要的。
And of course it's now official Elon has announced a new successor to CEO of Twitter or ex Linda Yaccerino. She'll take over in about six weeks. Elon will of course still have a heavy roll at Twitter as he'll focus on product design and new technology. Officially, Elon will move to the executive chair, chief technology officer overseeing product, software and systems operations. Just real quick, now there are some rumors out there that Elon will also be stepping aside as Tesla's CEO. This is really just stemming from this Wall Street Journal article where Tesla board members have discussed Mr. Kirkhorn, Zach as a possible successor to Elon as CEO according to someone familiar with the matter. Look, I do think this day is coming eventually. Ultimately, I don't think it's going to be a major deal. Elon will still be involved no matter what his new role is. Personally, I don't think we're there yet but again, it wouldn't surprise me if we saw something like this in the next six to 12 months.
当然，现在已经正式宣布，埃隆将选定一个Twitter的新CEO或前CEO琳达·雅塞里诺的接班人。她将在大约六周后接任。当然，埃隆仍将在Twitter担任极其重要的角色，他将专注于产品设计和新技术。官方上，埃隆将转为执行主席，首席技术官，负责监督产品、软件和系统运营。现在有一些谣言称，埃隆将辞去特斯拉的CEO职位。这实际上只是源自《华尔街日报》一篇文章，称特斯拉董事会成员已讨论过某位熟悉此事的人士作为埃隆的可能接班人，包括柯克霍恩先生，扎克。我认为这一天最终肯定会来临。无论他的新角色是什么，埃隆仍将参与其中。个人而言，我认为我们还没有达到那一步，但在未来六到十二个月内出现这种情况也不会让我感到意外。
With that said though, if I had to bet on it in the next year, my guess would still be no. You know, maybe three years ago, we would have thought there would have been a huge sell off in Tesla stock if he announced that he was stepping down. Maybe not so much the case anymore. Agree. I think that there would be a sell off. I think that, but it would have been a run for the exits, I think, three years ago when the company was on pins and needles. It's in a very different place in terms of its cash position today. And separately, I think it's showed that it can operate without it. I think their CFO is at Kirkhorn doesn't get as much credit as he deserves for keeping things moving and I think that they've got a good product roadmap.
尽管如此，如果我必须在未来一年内下注，我的猜测仍然是否定的。或许三年前，如果他宣布辞职，我们可能认为特斯拉股票会大幅抛售。但现在情况可能不再如此。同意。我认为会出现抛售情况。不过，我认为这只是三年前公司处于针头上时的慌乱。现在，它在现金流方面处于非常不同的位置，分开来说，我认为他们展示了能够在没有他的情况下进行运营。我认为他们的首席财务官柯克霍恩没有得到足够的应有荣誉，他为公司的运营保持了稳定，我认为他们有一个良好的产品规划。
And I think what is probably most important related to the conversation, which we're going to be having in a year or two about Musk leaving a CEO of Tesla, was probably more important is what his new role will be there. And it's a high probability that it's going to be some sort of a product role as long as he's involved with the company in a product role, I think investors will generally be happy.
我认为与我们即将进行的关于马斯克离开特斯拉CEO一职的讨论最相关的是，他的新角色将是什么。很可能他会担任某种产品角色，只要他在公司从事产品角色，我认为投资者们一般都会感到满意。因为这是最重要的。
You can find me on Twitter at DildanLumus22. Hope you guys have a wonderful NSA if weekend. Please like the video if you did and a huge thank you to all of my Patreon supporters.
你可以在Twitter上找到我，我的用户名是DildanLumus22。希望你们在本周末度过一个美好的NSA。如果你们喜欢这个视频，请点赞，也非常感谢所有我的Patreon支持者。