Huge Tesla Charging Partnership Announcement + Model X, Referrals, UAW

Hey everybody Rob Maurer here and today we've got some big and exciting news on charging infrastructure. We've also got updates on the Model X, Cyber Truck, Project Highland and a couple other items as well. Not a bad day for the stock, all things considered, the NASDAQ down about 9.0% of a percent, Tesla down just 2.0% of a percent, closing at $251.49. Alright, so the big news for today, Major Hotel Chain Brand Hilton has announced that they have partnered with Tesla to install up to 20,000 Tesla Universal Wall Connectors at 2,000 hotels across North America. Hilton notes that this will become the largest EV charging infrastructure for any hospitality company. So remember the Universal Wall Connector, this is a product that Tesla just released a few weeks ago, this is the one that has sort of the magic dock type connector that will have both NASDAQ and a J1772 adapter. These retail for $595 a piece, so we're talking about $12 million worth of wall connectors here though of course, Hilton may have a discount or an arrangement worked out with Tesla to bear some of those costs as well.

大家好，这里是罗布·毛里尔。今天我们有一些关于充电基础设施的重大和令人兴奋的消息。此外，我们还有关于Model X、Cyber Truck、Project Highland以及其他几个项目的更新。考虑到一切情况，股票表现还算不错，纳斯达克指数下跌了约0.9%，特斯拉下跌了仅0.2%，收盘价为251.49美元。好了，今天的重大消息是，知名酒店连锁品牌希尔顿宣布与特斯拉合作，在北美地区的2000家酒店安装多达20,000个特斯拉通用壁式连接器。希尔顿表示，这将成为酒店行业最大的电动汽车充电基础设施。请记住，通用壁式连接器是特斯拉几周前刚推出的产品，它具有一种类似魔法对接的连接器，可以同时兼容纳斯达克和J1772适配器。这些连接器的零售价为595美元，所以我们在谈论大约价值1200万美元的连接器。当然，希尔顿可能与特斯拉达成了某种折扣或协议，共同承担了一部分成本。

Now you may have noticed that they did say up to 20,000, that's always a little bit of a red flag, but they do say later on in the announcement that there will be at least six chargers at each of these selected 2,000 hotels. So that's at least 12,000, I would expect that they do actually scale this all the way up to that full 20,000 unit number. So this is really exciting and great news for Tesla customers, for other EV customers, not only to have a significant number of chargers available at a couple thousand new properties here, that's big in and of itself, but it's also pretty indicative of a trend in the hospitality business in general for Hilton to want to go ahead with this. And it's also going to put competitive pressure on others in the hospitality business to match or exceed this to compete for those customers.

现在你可能已经注意到他们确实说了最多20,000个充电桩，这总是一个小小的警示信号，但他们在声明中后来又说每个选择的2,000家酒店将至少安装六个充电桩。所以至少会有12,000个充电桩，我预计他们实际上会将这个数字扩大到完全的20,000个。这对于特斯拉的客户和其他电动汽车用户来说是非常令人兴奋和好消息，不仅有大量的充电桩在这几千家新酒店上可用，这本身就很重要，而且这也暗示了酒店业有一个趋势，希尔顿想要采取这种措施。这也将对其他酒店业施加竞争压力，以匹敌或超过这个数字来争夺这些客户。

In the announcement, Hilton says that quote, in 2023, the website's EV charging search attribute had the fastest volume of growth to date jumping from fourth to second highest in converting searches to stays and quote. So their data is showing that this is something that is important to their customers, that customers are choosing their stay decisions based off of definitely something that I look for. It's just a really convenient way to cut out a supercharging stop on a long trip. And now with this significantly expanded coverage, it's just going to make things even easier to plan for. And for Hilton, it's going to make customers probably return because they know that there's a high likelihood of their property having a charger. So again, that puts on competitive pressure. And as EVs grow, that competitive pressure is only going to grow each year. So I think it's a very exciting announcement. And it's also exciting from Tesla's perspective to be the one providing this infrastructure, even though this is a universal connector. So it's got the adapter built in. I do think it continues to help push an ACS forward. And it also helps Tesla continue to increase their supply chain for charging. So I'm excited about it both as a customer and on the business side. I wouldn't be surprised if this continues to expand with Hilton. They have about 7,300 properties worldwide. Obviously, not all of those in North America, but this would be a little bit less than a third of their total portfolio. Finally on this, a nice quote from Rebecca Tenuchi, Tesla senior director of charging infrastructure. You may remember her from Investor Day. She said, quote, to ensure electric vehicle adoption at scale, our joint industry goal must be to vastly improve upon the traditional gasoline vehicle ownership experience, not just meet it. Things like this go a long way towards meeting that goal. And hopefully it's just the beginning of projects like this that we see over time.

在公告中，希尔顿表示：“到2023年，在该网站上的电动汽车充电搜索属性在转化搜索为住宿的数量上增长得最快，从第四位跃升至第二位。”通过数据显示，这对于他们的顾客来说非常重要，顾客选择住宿决策时，肯定会考虑到这一点。这是在一次长途旅行中省去超级充电站停留的一种非常方便的方式。随着电动汽车充电站覆盖范围的显著扩大，计划变得更加容易了。对于希尔顿来说，这可能会使顾客更有可能再次光顾，因为他们知道他们的物业很可能有充电器。因此，这增加了竞争压力。随着电动汽车的增长，每年的竞争压力只会增加。所以我觉得这是一个非常令人兴奋的公告。对于特斯拉来说，能够提供这个基础设施也很激动人心，尽管这是一种通用的连接器。所以这个通用连接器带有适配器。我认为这将继续推动交流电充电站的发展。它也有助于特斯拉不断增加他们的充电供应链。所以从客户和业务角度来看，我对此感到兴奋。如果希尔顿继续扩大规模，我不会感到惊讶。他们在全球拥有约7,300个物业。显然，并非所有物业都在北美，但这将占据他们总组合的三分之一左右。最后，来自特斯拉充电基础设施高级总监丽贝卡·田内奇的一句好话：“为了实现电动汽车的大规模采用，我们共同的行业目标必须是大幅改进传统汽油车所有权体验，而不仅仅是达到它。这样的事情在实现这一目标上远远超过了预期。希望这只是我们随着时间推移看到的这类项目的开始。”

Next up, we do have a bit more charging news. Honda has announced that they will officially be adopting an ACS in 2025 for their EVs in North America. I would imagine that this would also apply to Acura. Obviously, the efforts from Honda and Acura in EVs so far has been pretty underwhelming. But another one joining forces. If this sounds kind of familiar, it's because a few weeks ago, an executive vice president of Honda had basically said that they would be adopting an ACS due to their close partnership with GM for EV development.

接下来，我们有一些更多的充电新闻。本田宣布他们将于2025年正式在北美为他们的电动车采用ACS。我想这也适用于讴歌（Acura）。显然，本田和讴歌在电动车方面的努力迄今为止还相当令人失望。但又有一家公司加入了。如果这听起来有点熟悉，那是因为几周前，一位本田公司的执行副总裁基本上表示，由于与通用汽车在电动车开发方面的紧密合作关系，他们将采用ACS。

Alright, next we've got some news on the Model S and Model X. Of course, we just recently had the very significant price cuts, 16% to 19% or so. Now the estimated delivery window for the Model X in the United States has gone from September to October, now to October to November. So that probably reflects positively on the order rate the Tesla has seen since cutting the X price below that $80,000 federal tax credit cap.

好的，接下来我们将介绍Model S和Model X的一些消息。当然，我们最近刚刚经历了非常显著的降价，大约16%到19%左右。现在，Model X在美国的预计交付时间已经从9月延迟到10月，现在又延迟到10月至11月。这可能反映出自特斯拉将X型车的价格降至8万美元的联邦税收减免上限以下以来，订单量的积极增长。

The S, although obviously benefiting from the price cuts, didn't move below the threshold for sedans, that's $55,000. So for some customers at least, depending on the configuration and ability to be eligible for the tax credit, it is a bigger change for the X. There are still some X vehicles available in inventory, so it's not like Tesla is completely sold out for this quarter.

尽管显然受益于价格下调，Model S并未降至轿车的底线，即5.5万美元。因此，至少对于某些顾客来说，取决于配置和是否有资格获得税收抵免，对Model X来说，变化更大。目前库存中还有一些Model X车辆可供选择，所以特斯拉并没有完全售罄本季度。

But orders moving in the right direction, though as always, the question remains what the order rate will be after the initial spike from the price changes. Tesla has also updated the referral program for the Model S and Model X. Previously, you could earn $1,000 off your order from using a referral link that has now dropped to $500 and the referrer now generates 10,000 credits per referral rather than 20,000. So a little bit of a cost reduction on the referral program for the S and the X.

虽然订单的发展方向是正确的，但一如既往的问题是价格变动导致的初期激增后，订单速率将会如何。特斯拉还为Model S和Model X更新了推荐计划。以前，您可以通过使用推荐链接获得订单中的1000美元折扣，现在该折扣已降至500美元，并且推荐人每个推荐生成的积分从20000降至10000。所以S和X型号的推荐计划有了一点成本的降低。

The other update that we've got on the referral program, Tesla has now removed the Cybertruck Delivery Event Invitation from the referral program awards. It could suggest that the invite list is now full, but in the initial description of this referral prize, Tesla did say to check back frequently because they would in the future release more invitations. However, if more invitations were to come, I kind of would have expected them to leave that up and show it as temporarily sold out or something like that. So maybe they are all gone now. We'll just kind of have to wait and see if that does return at some point.

我们在推荐计划中获得的另一个更新是，特斯拉现在已经从推荐计划奖励中移除了Cybertruck交付活动邀请。这可能意味着邀请名单已经满了，但特斯拉在这个推荐奖励的最初描述中确实说过要经常回来查看，因为他们将来会发布更多的邀请。然而，如果还有更多的邀请名额，我原本期望他们会保留邀请并显示为暂时售罄或类似的提示。所以也许现在它们已经全部用完了。我们只能等待并观察，看看它是否会在某个时候重新开放。

Next we've got two quick updates on the Highland Model 3. First is that the owners manual has now been published in these markets where it's available. So people can start digging through this and let us know if they spot any changes. One that has been seen already is the blind spot indicator, which is a new feature for the Model 3. It's been added to the A-pillar area. So pretty close to the side view mirror, but actually on the interior of the vehicle, most of the time you see the blind spot indicator actually on the side view mirror. So I'm not sure if this would be more preferred for the driver. Maybe neutral, maybe worse, we'll have to wait and see what people think of it. But better than nothing for those that want that feature, although of course there are other ways in a Tesla to check your blind spot.

接下来，我们有两个关于Highland Model 3的快速更新。第一是在这些市场上现已发布了所有者手册。因此，人们可以开始仔细研究它，并让我们知道他们是否发现了任何变化。其中一个已经看到的变化是盲点指示器，这是Model 3的一个新功能。它被添加到A柱区域，靠近侧视镜，但实际上位于车辆内部。大多数情况下，我们可以在侧视镜上看到盲点指示器，所以不确定这对驾驶员来说是否更好。也许中立，也许更糟糕，我们将等待并看看人们对此的看法。但对于那些想要这个功能的人来说，还是比没有好的，尽管当然在特斯拉上还有其他方法来检查你的盲点。

The other update is Tesla analysts Shanghai clarified a little bit on that rumor that we had heard yesterday about production capacity reaching 1200 units per day for the Highland Model 3 next week. They said that production capacity for the new Model 3 this week is 600 units per day, starting next week will be 1200 units per day. That is the production plan. So again, just a rumor, either of those numbers would be excellent at this stage and production capacity doesn't necessarily mean production rate, but it would be very exciting if those numbers are even in the realm of possibility.

另一则更新是特斯拉分析师在上海对我们昨天听到的高地款Model 3下周达到每天1200辆的生产能力的谣言进行了一些澄清。他们表示，本周新款Model 3的生产能力为每天600辆，从下周开始将提升至每天1200辆。这是生产计划。所以，这只是一个谣言，无论哪个数字都在这个阶段都非常出色，而生产能力并不一定意味着生产速率，但如果这些数字有可能实现，那将非常令人兴奋。

Next just a quick update on FSD visualizations from Green the Only on X. He is saying that Tesla has added a classification system for police vehicles, which although may not be activated yet once Tesla does activate it would allow the visualization to distinctly visualize police vehicles. Apparently, the assets for those visualizations have been there for a while, but haven't been used yet. So that would be a nice change if so, but not sure how much effort Tesla is putting into that with the changes that will come with version 12.

接下来，我给大家快速介绍一下来自Green the Only关于FSD可视化的最新消息。他说特斯拉已经为警车添加了分类系统，虽然可能尚未激活，但一旦特斯拉激活，可视化系统就能够清晰地展示警车。显然，这些可视化的资源已经存在一段时间了，但尚未被使用。如果实现了这一改变，那将是一个很好的改进，但不确定特斯拉在版本12带来的其他改变中会花多少精力在此上面。

Alright, last couple of things here. We've got another Fremont drone flyover from Met God in the wilderness. Looks like there are now 376 megapacks sitting on site. If I remember correctly, this is around double the number that we had had in a previous drone flyover a few weeks ago. So the stack is growing. This is now about $600 million worth of megapacks, about 1.5 gigawatt hours. It's a bit less than half a quarter's worth over the last couple of quarters.

好的，最后几件事情。我们又收到了由Met God在荒野中拍摄的弗里蒙特无人机飞行视频。看起来现场现在有376个兆瓦级电池组。如果我没记错的话，这个数字大约是几周前无人机飞行视频中数量的两倍。所以堆积的数量在增加。这现在价值约6亿美元的电池组，约等于1.5吉瓦时电量。相当于过去几个季度中的差不多半个季度的产量。

Alright, lastly today, we are now one week away from the UAW contract expiration for GM Ford and Stellantis. Negotiations continue with GM having presented the UAW with an offer. Obviously, the UAW probably not going to take the first offer, but it looks like it was for a 10% increase in hourly wages. Not sure of the full details, but UAW President John Fain said the offer was insulting and that GM quote, doesn't care or isn't listening when we say we need economic justice at GM by 11.59pm on September 14th. The clock is ticking, stop wasting our members time, tick tock. Well, he certainly knows how to get a good quote out there. We'll keep an eye on how this progresses over the next week.

好的，最后一件事，今天距离UAW与GM福特和斯泰兰蒂斯合同到期还有一周的时间。谈判仍在进行中，GM已向UAW提出了一个提议。显然，UAW可能不会接受第一个提议，但看起来这个提议是每小时工资增加10%。具体细节不确定，但UAW主席约翰·费恩表示这个提议是侮辱性的，并且GM“不关心”或者“不听取我们在9月14日晚上11点59分之前需要经济正义”的要求。时间在流逝，别再浪费我们成员的时间了，滴答滴答。嗯，他确实知道如何得到一个引人注目的引述。我们将密切关注下周的进展情况。

Alright, that is it for today then. As always, thank you for listening. Make sure you subscribe and sign up for notifications. You can also find me on X at Tesla Podcast. And we'll see you tomorrow for the Friday, September 8th episode of Tesla Daily. Thank you.

好的，今天就到这里吧。一如既往地，感谢你的聆听。记得订阅并开启通知哦。你也可以在X上找到我，那是特斯拉播客节目。明天我们将会见到你，为你带来9月8日星期五的特斯拉日报。谢谢。