Audi Exec Questions Tesla / Tesla Sued for Fraud / Model 3 Discontinued Date ⚡️
发布时间 2023-08-03 22:18:31 来源
摘要
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EPA methodology: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.fueleconomy.gov/feg/pdfs/EPA%20test%20procedure%20for%20EVs-PHEVs-11-14-2017.pdf
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00:00 - Channel Update
00:35 - Tesla and Uber?
1:01 - Jailbroken Tesla
1:56 - Model Y Police Fleet
2:32 - Tesla PSA
2:57 - Tesla Lawyer Turnover
3:13 - Model 3 Discontinue Date
3:41 - SuC Canada Billing
4:07 - Tesla Rental Profiles
4:29 - Fremont Permit Tent
4:46 - Cybertruck Wheel Sighting
4:58 - Tesla China Wholesale July
6:45 - Tesla Sued for Fraud
8:32 - Tesla India Advantage
9:27 - Ford and CATL Backlash
10:00 - New Rivian Board Member
10:14 - Toyota Corolla Pickup
10:46 - LG NA Expansion
11:50 - UAW Preparations
12:19 - BMW EV Plans
12:37 - Audi Exec's Comments on Tesla
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Welcome to Electrified, it's your host, Dilunumus. Quick shout out to my newest patron, Jeremy B. Thank you for choosing to support the channel.
欢迎来到Electrified，我是你的主持人Dilunumus。快速向我的最新赞助人Jeremy B.致敬。感谢你选择支持这个频道。
Quick channel update, no video for me tomorrow on Friday this weekend is my wife Ashley's birthday, so we'll be gone for the weekend. Next video from me will be on Monday as scheduled.
快速频道更新，明天星期五我不会发布视频，因为本周末是我妻子Ashley的生日，所以我们会离开度周末。下一部由我发布的视频将按计划在星期一播出。
And just FYI, if any of you guys ever wanted to connect, Instagram's probably the easiest way to do so. My XDM's are a complete mess, so I'll have a link to my Instagram below and I do plan to start posting again soon. And I really would like to eat meat a lot more of you guys, so if you're on Instagram, hop over here and come say hey.
只是提醒一下，如果你们中的任何人想要联系我，Instagram可能是最简单的方式。我的XDM消息盒非常乱，所以下面我会留下我的Instagram链接，我计划很快开始发布内容。而且我真的希望能多与你们中的更多人接触，所以如果你在Instagram上，跳到这里来打个招呼吧。
I had to pose this idea to you guys, curious how it lands on you should Tesla buy Uber. Right now it's valued around $93 billion. My answer, absolutely not, I think Tesla should do everything in-house, vertically integrate the entire Robotaxi Autonomous Fleet whenever the time comes. And granted, I've only thought about this for maybe 15 or 20 minutes, but I'm still not sure what all of the data Gary Black is talking about, but let me know what you guys think.
我不得不向你们提出这个想法，想知道如果特斯拉购买优步，你们有何看法。现在它的估值大约为930亿美元。我的答案绝对是否定的，我认为特斯拉应该尽一切努力自主开展业务，在未来时机成熟时自主整合整个无人驾驶出租车车队。虽然我只考虑过大约15到20分钟，但我仍然不确定Gary Black提到的所有数据，但请告诉我你们的想法。
Just to clear the air on this one, the researchers actually have to have physical access to your Tesla. The researchers will present their finding next week at a cybersecurity conference, but they basically found a way to jailbreak the hardware that allowed them to get some of the paid upgrades like heated seats for free. There are also a few articles out there saying that these researchers found a way to get FSD for free, but according to TechCrunch, the researchers said they have not tested those capabilities yet, and it would require more reverse engineering. How they do it? Voltage glitching. They just fiddled around with a supply voltage of the AMD processor that runs the infotainment system. And the researchers assumption is that Tesla would actually have to replace the hardware, I'm presuming the AMD processor, to actually fix this vulnerability. And we know Tesla does a lot with the hacker and cybersecurity community, and the more of these vulnerabilities that are found in a research setting, the better for Tesla.
为了对此事进行澄清，研究人员实际上需要物理接触你的特斯拉。研究人员将在下周的网络安全会议上展示他们的发现，但他们基本上找到了一种绕过硬件限制的方法，让他们可以免费获得一些付费升级，例如加热座椅。还有一些文章声称这些研究人员已经找到了免费获得完全自动驾驶功能（FSD）的方法，但据TechCrunch报道，研究人员表示他们尚未测试这些功能，而且需要更多的逆向工程。他们是如何做到的呢？通过电压干扰。他们只是玩弄了运行信息娱乐系统的AMD处理器的供电电压。研究人员的假设是特斯拉实际上需要更换硬件，我预计是AMD处理器，以真正修复这个漏洞。我们知道特斯拉与黑客和网络安全社区有很多合作，越多这些在研究环境中发现的漏洞，对特斯拉来说越好。
It looks like unplugged performance is now going to be outfitting some model wise for actual police fleets. This will be through their upfit fleet division, and the first one was unveiled recently at the Tesla takeover. They plan to deliver these vehicles to the police in South Pasadena, California, who have already committed to replacing their entire fleet with EVs. An unplugged performance exec said there's no doubt in our mind that the most capable, safest, most comfortable environment for an officer to spend the bulk of their day is inside a properly equipped Tesla police car. Agreed. This car looks pretty slick.
看起来，"unplugged performance"现在将会为一些车型提供警用设备。这将通过他们的车辆改装部门进行，而第一辆车最近在特斯拉接管活动中亮相。他们计划将这些车辆交付给位于加利福尼亚州南帕莎迪纳市的警察局，该局已经承诺用电动车替换其整个车队。一位"unplugged performance"的高管表示，我们毫不怀疑，对于一个警官来说，最具能力、最安全、最舒适的工作环境就是在一个装备齐全的特斯拉警车内部度过大部分时间。赞成。这辆车看起来相当酷。
Given this recent headline, I think it's time to put a quick PSA out there. Every Tesla owner and passenger should know that if you are stuck in the car, either after an accident or if there is a 12 volt battery failure, the manual release lever is just above the buttons. Everybody needs to know that it's important. Just don't get in the habit of using that all the time.
鉴于最近的新闻，我认为现在是时候发一个快速的公告了。每个特斯拉车主和乘客都应该知道，如果你被困在车内，无论是发生事故还是12V电瓶故障，手动释放杆就在按钮的上方。每个人都应该知道这一点是很重要的。只是不要养成随时使用它的习惯。
From Bloomberg Law, the company dealing with a fallout from their toxic chemical spill has scooped Tesla's head of general litigation as its new general counsel. The guy Nate Smith, who was with Tesla since early 2021, honestly though, lawyer turnover in this realm is normal.
来自彭博法务的消息，这家正在处理有毒化学品泄露引发的后果的公司已任命特斯拉的总诉讼主管作为其新的总法律顾问。这位名叫内特·史密斯的人在2021年初加入特斯拉，但老实说，在这个领域，律师的更迭是正常的。
Wu Wai shared a rumor from some employees at Shanghai that the Model 3 will be discontinued on August 14th and the new Project Highland will officially be put into production in the third quarter. It's not clear if discontinued means a hardline production stop on that day or they're going to do a phase out or they mean they're just stopping sales on that day, but in the event they mean production that could be a month or so with no Model 3 production from Shanghai as they retool for the Highland production.
吴威分享了上海一些员工流传的一条谣言，称Model 3将在8月14日停产，而新的高地项目将在第三季度正式投产。目前还不清楚停产是否意味着当天将彻底停止生产，或者他们会逐步淘汰，或者只是停止当天的销售。如果他们指的是生产停产，那么从上海重新调整设备以投产高地项目开始，大概会有一个月左右的时间没有Model 3的生产。
We've talked about this one 5 or 10 times over the past 2 years but now finally it is official. Superchargers in Canada have actually switched to per kilowatt hour billing instead of the time based option previously. Drive Tesla reviewed some of the early pricing for this new method and concluded the same charge would be roughly equivalent in terms of cost if you compared it to the time based billing. But we still need a lot more real world testing. This will be a really nice feature once it's rolled out a bit more broadly.
在过去的两年里，我们已经讨论了5到10次有关这一问题，但现在终于官方确认了。加拿大的超级充电站实际上已经从之前的按时间计费切换到按千瓦时计费。Drive Tesla对这种新计费方式的早期定价进行了一些评估，得出结论是，与按时间计费相比，相同的电费大致相当。但我们仍然需要进行更多的实际测试。一旦广泛推广，这将是一个非常不错的特点。
Tesla shared this tweet talking about a user who had a Tesla rental you just scan a QR code and it downloads your entire profile to the rental so you have access to things like the phone key music autopilot settings etc. Based on this anecdote alone fsd did not transfer but premium connectivity did.
特斯拉分享了一条推文，讲述一个用户租用特斯拉汽车的经历，你只需扫描一个QR码，就可以将你的完整个人资料下载到租车中，这样你就能访问诸如手机钥匙、音乐、自动驾驶设置等功能。根据这个情况描述，全自动驾驶（FSD）未被转移，但高级互联性得到了转移。
Fremont filed another new permit this time for a new tent structure or a sprung structure as some call it. This one valued at around $750,000 but no word on what this one would be used for.
弗里蒙特提交了另一份新的许可申请，这次是为一座新的帐篷结构，或者有些人称之为弹簧结构。这份许可申请的价值约为75万美元，但目前还不清楚它将被用于什么用途。
Tesla playing a pretty impressive game of Tetris at Fremont. We got a very quick glance of the Cybertruck potentially with a new wheel option. I'm really curious to see how many and what type of wheel variants will be available when the Cybertruck hits the configurator.
特斯拉在弗里蒙特地区玩起了一场相当精彩的俄罗斯方块游戏。我们瞥见了可能配备全新车轮选项的Cybertruck。我真的很好奇当Cybertruck出现在配置器上时，会有多少种不同款式和类型的车轮变体可供选择。
We got the Tesla China wholesale figure for July 64.2000 down 31% from the month before. Here's the table with a breakdown and if we estimate the domestic deliveries from the weekly insurance data which is coming in around 31.5 that would leave about 32.7000 for exports for the month. This is the lowest monthly output so far this year and we can sit here and speculate for a long time what's going on. Maybe there is some Osborne effect with people waiting for a project highland but a point I really want to drive home is you have to keep in mind the overall economy of all of these different markets that Tesla is now playing in because they're obviously exposed to those factors and there are myriad articles out there talking about how the economy in China is still pretty sluggish and not recovering as some had hoped and they still have all kinds of real estate problems.
我们得到了7月份中国特斯拉的批发数字，为64.2000，比上个月下降了31%。这是一个细分的表格，如果我们通过每周保险数据估计国内交付量约为31.5，那么这个月的出口量可能留下32.7000。这是今年迄今为止最低的月产量，我们可以坐在这里长时间推测发生了什么。也许有一些奥斯本效应，人们在等待一个重要项目，但我真正想强调的是，您必须牢记特斯拉现在涉足的所有不同市场的整体经济状况，因为他们显然受到了这些因素的影响，而且有各种各样的文章谈到中国经济仍然相当萧条，没有像一些人希望的那样复苏，他们仍然存在各种房地产问题。
And then you have bears coming out of the woodwork saying well BYD selling a ton of cars they're not having any problems sure but the problem is that's not a fair comparison. Tesla has four models all in the luxury segment BYD now has over 30 different models for sale all different kinds of price points predominantly in the lower more affordable price point which is exactly where consumers would flock when times are tough. Not at all taking anything away from BYD because what they've been doing is incredibly impressive but again it's just not a fair comparison.
然后你会发现有很多人开始出来说比亚迪（BYD）销售了很多车，他们没有任何问题，但问题是这不是一个公平的比较。特斯拉有四款车型，全部都是豪华车型，而比亚迪现在有超过30个不同的车型销售，价格各不相同，主要集中在较低的可承受价格范围，而这也是消费者在经济困难时期会涌向的地方。这并不是在贬低比亚迪的成就，因为他们所做的工作令人难以置信，但这只是一个不公平的比较。
And I know some folks are frustrated Tesla doesn't have a more affordable vehicle in that market yet but the thing is Tesla's not just gonna slap some things together and throw it out there they're gonna do it the right way and when they do release this product to the market it's going to crush it. In Shanghai to try to drum up some demand Tesla is now offering shopping vouchers worth about $420 and they're giving these vouchers to 3,000 customers who buy a Model 3 or Y in August.
我知道有些人对特斯拉在该市场上还没有更平价的车型感到不满，但问题是，特斯拉不会随便拼凑一些东西然后就推出市场，他们要以正确的方式去做，而当他们将这款产品推向市场时，它将大获成功。为了刺激上海的需求，特斯拉现在提供了价值约420美元的购物券，并将这些券赠送给在8月购买Model 3或Y的3000名客户。
After we had that special report from Reuters on the Tesla range situation we talked about last week you kind of knew something like this was right around the corner. Three Tesla owners in California sued Tesla in a proposed class action that accuses Tesla of falsely advertising the estimated driving ranges. The lawsuit alleges Tesla breached vehicle warranties and engaged in fraud and unfair competition. The lawsuit's three plaintiffs so far cite occasions when their Teslas didn't achieve close to the advertised range.
在我们听到了上周关于特斯拉续航里程问题的路透社特别报道之后，你就可以预料到这样的事情即将发生。三名加利福尼亚的特斯拉车主提起了一项拟议的集体诉讼，指控特斯拉虚假宣传其车辆的预估行驶里程。该诉讼指称特斯拉违反了车辆保修条款，并参与了欺诈和不正当竞争行为。到目前为止，该诉讼的三名原告均举例说明他们的特斯拉车辆的实际续航距离与宣传的距离差距很大。
I saw plenty of confusion online this morning about why wouldn't these people sue the EPA isn't at the EPA that sets these range numbers. Well here's how it works these automakers have two options the first one they can use a standard EPA formula that converts fuel economy results from city and highway driving tests to calculate a total range figure. Or option two automakers can conduct additional tests to come up with their own range estimate. The only reason to conduct more tests is to generate a more favorable result. Tesla conducts additional range tests on all of its models. While many of the others Ford Mercedes Porsche continue to rely on the EPA's formula to calculate possible range. However the EPA could be looped into this somehow because whatever an automaker decides the EPA has to approve the window sticker numbers.
今早我在网上看到很多关于为什么这些人不起诉环保局的困惑。但是实际上如何运作呢？这些汽车制造商有两种选择：第一种是使用环保局的标准公式，将城市和高速公路测试的燃油经济性转换成总里程数。或者第二种选择，汽车制造商可以进行额外的测试来得出自己的里程估计。进行更多测试的唯一原因是得出更有利的结果。特斯拉对其所有车型进行了额外的里程测试，而其他一些制造商，如福特、梅赛德斯和保时捷则继续依赖环保局的公式来计算可能的里程。然而，环保局可能会以某种方式参与其中，因为不论汽车制造商做出何种决定，都需要环保局批准挂在车窗上的里程数字。
Honestly though to me this one seems completely ridiculous I'm not going to take the time diving into it because it's a lot of the reasons I touched on last week when we talked about that Reuters special report. The short story though in case you missed that as far as we can tell Tesla is not doing anything even close to fraudulent they're just playing the game within the rules better than everybody else. In the event you'd like to learn more about the EPA test cycle and all of that methodology I'll have this document linked below it explains it pretty well and in depth.
老实说，对我来说，这个问题似乎完全荒谬。我不打算花时间深入研究它，因为它和我们上周讨论的路透社专题报告中提到的原因大致相同。简单来说，根据我们所知，特斯拉没有做过任何接近欺诈的事情，他们只是比其他人更好地按规则玩游戏。如果你想了解更多关于EPA测试循环和所有方法的内容，我会在下面附上这个文件的链接，它解释得相当清楚和深入。
I do think there's an argument to be made that India is one of the most important geographies in the world when it comes to not only EVs but sustainable energy so this deal between Tesla and India obviously has big implications not only that but at the same time we have BYD not really getting along with India as they're withdrawing their plans for their joint venture to build EVs in the country. An Indian official said India is uncomfortable with Chinese automakers which could give a slight competitive advantage to Tesla if they can work out a deal and set up shop in the region.
我认为有理由相信，印度不仅在电动车领域，也在可持续能源领域是世界上最重要的地区之一。因此，特斯拉和印度之间达成的这项协议显然具有重大意义。同时，BYD与印度的关系并不顺畅，他们正在撤销在印度建立电动车合资企业的计划。一位印度官员表示印度不太舒服与中国的汽车制造商合作，这可能给特斯拉带来一点竞争优势，如果他们能够谈成一笔交易并在该地区设立业务。
S&P Global is estimating that India will make about 1.4 million EVs in 2030 which would be about 19% of the total production but again this market is all about the future not necessarily the past because in 2022 they made less than 50,000 EVs for the whole year.
标准普尔全球(S&P Global)估计到2030年印度将生产约140万辆电动汽车，这将占到总产量的约19%，但这个市场关注的是未来而不是过去，因为2022年他们一整年只生产了不到5万辆电动汽车。
To add to BYD's hurdles they're facing an investigation over allegations they underpaid import tax in India.
除了BYD所面临的困难外，他们还面临着在印度的涉嫌逃漏进口税的调查。
Ford is still facing backlash for its planned factory with CATL in Michigan. Some residents brought a lawsuit saying the process was moving too fast and they felt like their voices weren't being heard but the judge rejected that lawsuit however now we have that same group that filed a brief that's urging the case to be pushed forward in court. This one will continue in court on August 9th. This is a big one for Ford as they need this factory up and running to start using those LFP cells domestically sourced for their upcoming maki and lightning production.
福特公司因其与CATL合作在密歇根州建厂仍面临巨大的反对声浪。一些居民提起诉讼称整个过程进行得太快，他们感觉自己的声音没有得到听取，但法官驳回了这起诉讼。然而，现在同一组人已经提交了一份意见书，敦促法院继续审理这个案件。这个案件将于8月9日在法庭上继续进行。对于福特来说，这是一个重要事件，因为他们需要这个工厂开始生产并使用国内供应的LFP电池，用于即将到来的Maki和Lightning的生产。
Rivian gets a nice addition to its board of directors this time around former Waymo CEO John Kraftcheck who's been in the auto industry over 35 years as the president of TrueCar and the former chief exec of Hyundai America among others.
瑞弗安（Rivian）在此次董事会中获得一位不错的补充，前Waymo首席执行官约翰·克拉夫切克（John Kraftcheck）。他在汽车行业拥有超过35年的经验，曾担任TrueCar的总裁和现代美国的前首席执行官，等等。
The latest news in the Toyota EV saga they may be considering a Corolla pickup not until 2027 but this is being reported on good authority from automotive news. This product would be aimed at the Ford Maverick and would be built alongside the Corolla in Mississippi if approved. This one of course is just an artist rendering in Photoshop taking the Toyota Corolla cross and turning it into a pickup of sorts but a Toyota Corolla pickup.
丰田电动车传言中的最新消息是，虽然这尚需等待到2027年，但车企正严肃考虑推出一款卡罗拉皮卡车型。据汽车新闻可靠报道，该产品旨在挑战福特的“Maverick”，如果获得批准，将与卡罗拉车型在密西西比州的工厂同时进行生产。当然，这只是一张用Photoshop制作的概念图，将丰田卡罗拉跨界车型转变为一款皮卡车型，即丰田卡罗拉皮卡。
What is going on?
发生了什么事情？或者可以说是怎么回事？
LG isn't a flat out sprint to build battery factory capacity in North America. They now have more than 300 gigawatt hours of battery production capacity or about 17 billion dollars of investments through 2025. They'll have eight plants across the United States and Ontario by mid decade. Two of the plants are operational today and the others are at various stages.
LG不是在北美地区盲目建设电池工厂。到2025年，他们已经拥有超过300千兆瓦时的电池生产能力，约合170亿美元的投资。到本十年中期，他们将在美国和安大略省拥有八个工厂。其中两个工厂已经投入运营，其他工厂正在不同的阶段进行建设。
According to wood McKenzie LG has the most gigawatt hour capacity among EV battery plants in North America that have been announced are under construction or are operational of these eight factories only two will be wholly owned. The other six will be joint ventures with companies like GM Altium Hyundai Honda and Stellantis. If you're someone that's been duked into thinking lithium ion is going away in solid states going to blow up the industry. Here's what the North American president of LG said. Right now if you look at all the plants coming online the chemistry in the format is mostly determined for the next 10 to 15 years. After that there may be some significant adjustments but the die is cast for the next 10 to 15.
据伍德·麦肯齐公司称，在北美地区宣布建设、正在建设或已投入运营的电动汽车电池工厂中，LG拥有最大规模的“千兆瓦小时”容量。其中这八家工厂中只有两家将完全由LG独资，其他六家将与通用汽车、奥德赛、现代、本田和Stellantis等公司合资经营。如果你曾经认为锂离子电池将被固态电池取代，从而推动整个行业发展，那么LG北美总裁对此表示：目前，如果您看一下即将投产的所有工厂，其化学成分和规格在未来10至15年内基本确定。此后可能会有一些重要调整，但在接下来的10至15年内，已经铸定了基调。
And just as the supply chain has been getting back to normal in another month it may be blown up all over again this time because of the UAW negotiations and the contract that's set to expire September 14th. Over a month in advance though automotive parts producers up and down the tiers are preparing for a possible work stoppage next month. So keep in mind it's not just the Detroit three Ford GM and Stellantis that may have to stop or slow down production but all of the supply tiers for those companies.
就在供应链开始恢复正常之际，可能又会再次被打乱，这次是因为美国汽车工人联合会（UAW）的谈判和即将于9月14日到期的合同。尽管还有一个多月，但汽车零部件制造商们正在为下个月的可能罢工做准备。所以请记住，不仅是底特律三巨头——福特、通用和斯泰尔兰蒂斯有可能停产或减产，而且还有为这些公司提供零部件的所有供应链层级都可能受到影响。
BMW just said it's going to raise its investment in electrification faster than planned but it's too soon to set an end date for combustion vehicles. Zipsa their CEO said there's no indication that the world is renouncing combustion engine vehicles.
宝马刚刚表示，它将加快对电气化的投资，但现在还不是确定传统燃油车终止日期的时候。宝马的首席执行官锡普萨表示，目前没有迹象显示全球正在放弃传统燃油发动机车辆。
This quote is almost too good to be true from Audi Australia's director Jeff Mannering who has questioned if EVs alone will be enough to power Tesla for years into the future. He said I'd be interested to see what the brand buy in in the next five to 10 years is with a Tesla concept like that referencing the agency model that does without traditional dealerships and instead sells cars at fixed prices online.
这是Audi澳大利亚董事杰夫·曼宁的一句近乎难以置信的话，他质疑纯电动汽车是否足够支撑特斯拉在未来数年的发展。他表示，我很想看看特斯拉未来五到十年内在这样的概念上的投资情况，这个概念是指不使用传统经销商而是在线上以固定价格销售汽车的代理商模式。
Another quote from Jeff he'd be really interested to see what does Tesla give you besides the car hinting at the Audi experience where buyers can get drive experiences restaurant visits with Audi ambassadors or a foodie tour of Paris with a celebrity chef. This one encapsulates so well what makes Tesla special for Tesla it's really the product that sells itself and will and has been encouraging long term buy in repeat customers brand loyalty all of the things we've seen over the years but things like the Audi experience that's fine maybe it's even cool but Tesla has always been laser focused on the best product possible so far that's been the winning strategy.
Jeff很有兴趣看看特斯拉除了汽车外还能提供什么，这暗示着奥迪的体验，买家可以获得驾驶体验、与奥迪大使共进晚餐，或者与知名厨师一同游览巴黎进行美食之旅。这个引述非常准确地概括了特斯拉为何如此特殊。对于特斯拉来说，真正卖点的是产品本身，这也一直以来都在鼓励长期购买和忠诚度，这些都是多年来我们看到的一切。但奥迪的体验之类可能很好，甚至很酷，但特斯拉一直以来都专注于打造最好的产品，这一战略一直以来都是成功的。
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