Tesla and Hertz: They Did It / Tesla Increasing Dojo Acquisition / Oh Toyota, Lol ⚡️
发布时间 2023-09-18 23:32:07 来源
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Tesla Privacy: https://www.tesla.com/legal/privacy
Tesla Taxi: https://www.youtube.com/watch?v=ShGyRzsETw8&ab_channel=SamSheffer
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00:00 - Intro
1:20 - Quiet Tesla Settlement
3:19 - Correcting Ridiculous Reporting
6:17 - Model 3+ Feature
7:06 - Tesla Production Milestone
8:37 - Latest on UAW Strikes
15:54 - It Gets Worse
16:41 - Mr. Beast Showcases Model X
17:05 - V4 Spain
17:16 - More Trump EV Comments
17:52 - Tesla and TSMC Dojo D1
18:36 - Tesla and Turkey
19:24 - Model 3 and Y Least Stolen
20:04 - False WSJ Report
20:16 - Rear Camera View Upgrades
20:35 - China EV Self Sufficiency
21:19 - Cadillac Celestiq
21:40 - Model 3 Cracks Top 10 List
22:17 - Stellantis Reveals EV Plans
22:58 - Polestar Transparency
23:49 - Recurrent Auto Study Tesla Batteries
24:47 - Tesla and Hertz
25:08 - Oh Toyota, Lol
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#TeslaNews #Tesla #TeslaDojo
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Guys, there's an ambulance with sirens coming. Watch how Tesla FSD handles it better than a human. Look, the light turns green, but FSD spots the ambulance and doesn't move. This human driver drives right in front of the ambulance. FSD proceeds once the ambulance clears. Perfect. Great job, Tesla. But at the Supercharger, we have the Cybertruck as well. This is a trip and this guy right here is the cool one getting to drive it right now. So yeah, take a look at that 50,000 Supercharger with the Cybertruck that we get to see for the first time in person. Welcome to Electrified. It's your host, Dylan Loomis. Quick shout out to my newest patrons, Stephen S, Tommy T and Randy S. Thank you for choosing to support the channel.
伙计们，有一辆带有警报器的救护车正在接近。看看特斯拉的FSD是如何比人类更好地应对它的。看，信号灯变绿了，但是FSD发现了救护车并没有动。而这位人类驾驶员则直接驶过救护车前面。一旦救护车通过，FSD继续前行。完美。干得好，特斯拉。但是在这个超级充电器站，我们也有Cybertruck。这是一次旅行，而这位身边正驾驶它的家伙就是很酷的那个。所以，来看看这个5万瓦特的超级充电器和我们第一次亲眼见到的Cybertruck吧。欢迎来到Electrified，我是你的主持人Dylan Loomis。快速致敬我的最新赞助人Stephen S，Tommy T和Randy S。谢谢你选择支持这个频道。
So how about that FSD beta clip and it's handling of an emergency vehicle. Let's not overreact to just one anecdote, but with all of the negative press over the past few months of how Teslas interact with emergency vehicles, a clip to keep in mind to maybe share to counter some of those points. It's not all bad. That was also a pretty cool example of how Tesla's FSD was actually better than the human in that instance. They saw it, whereas the driver next to them clearly did not.
那个FSD测试版视频剪辑怎么样？以及关于它应对紧急车辆的处理方式。我们不要对一个案例过度反应，但过去几个月以来有关特斯拉与紧急车辆互动的负面报道不少，这个视频剪辑或许可以在这方面提供一些对策。并非都是负面的。在那个场景中，特斯拉的FSD显示出比人类驾驶员更出色的一面。他们察觉到了，而他们旁边的驾驶员显然没有注意到。
Over the weekend, if you're a Tesla stockholder, you may have received an email with regard to an upcoming settlement situation. The notice was just to let Tesla stockholders of a certain record date know that there will be a settlement hearing on October 13th that they could attend and be heard if they wanted to. However, I'm sharing this because it could have implications to Tesla's financials in the near term.
在周末，如果你是特斯拉的股东，你可能收到了一封关于即将到来的和解事项的电子邮件。这封通知旨在让特斯拉股东知道，特定记录日期之后将会进行一次和解听证会，他们可以出席并发表意见。然而，我之所以分享这个消息，是因为这可能对特斯拉的财务状况产生近期影响。
This is set to be one of the final steps in this case that we talked about earlier this year, where Tesla's board of directors agreed to settle by basically giving back $735 million worth of Tesla stock incentives. As part of this settlement, Tesla's board of directors can give this compensation back in three forms – cash, unexercise stock options, or Tesla stock. Clearly, this settlement offer still needs to be approved. However, it's a very unique situation, so the question becomes how will Tesla's financials be impacted by this event?
这将是我们今年早些时候讨论的这个案件中的最后一步，特斯拉的董事会同意通过返还价值7.35亿美元的特斯拉股票激励来解决。作为解决方案的一部分，特斯拉的董事会可以以三种形式返还这笔补偿金：现金、未行权股票期权或特斯拉股票。显然，这个解决方案仍需获得批准。然而，这是一个非常独特的情况，所以问题是特斯拉的财务状况将如何受到这一事件的影响？
Briefly, I spoke to an accounting friend of mine and this was just his guess, so please do not take this as gospel or what's going to happen, it's just a possible outcome. With that said, you could guess that Tesla could reduce its compensation expense by that $735 million since that's the value that they'll be getting back. The thing is, this amount is not what Tesla charged to stock based compensation when these options were originally issued. His guess was that Tesla originally recorded between 1 and 200 million dollars for these stock options, but it's hard to know for sure.
简而言之，我与一位会计朋友交谈了一下，他只是猜测，所以请不要将其视为绝对真实或即将发生的事情，这只是一种可能的结果。说到这一点，你可以猜测特斯拉可以通过返还这735百万美元来减少其报酬支出。问题是，这个金额并不是特斯拉在最初发放这些期权时所收取的。他猜测特斯拉最初记录了1到2亿美元用于这些期权，但很难确定。
So, there's a chance with Tesla's Q3 or Q4 financials, we could see SGNA decreased by around 1 to 200 million dollars. But again, none of this is a guarantee, I really just wanted to plant the seeds to give us something to keep an eye on when it comes to Tesla's Q3 and 4 financials. The main takeaway, this settlement could provide a slight boost to Tesla's financials, sometime over the next few quarters.
所以，关于特斯拉的第三季度或第四季度财报，我们可能会看到销售、一般和行政费用（SGNA）减少大约1到2亿美元的机会。但再次强调，这一切都不是保证，我只是想种下种子，让我们在关注特斯拉的第三季度和第四季度财报时留心这方面。最重要的是，这项和解可能会在接下来的几个季度稍微提振特斯拉的财务状况。
This is an excerpt from Elon's biography, I just took a screenshot of my Kindle version, here's what we have. Elon was convinced bad drivers rather than bad software were the main reason for most of the accidents when talking about autopilot. At one meeting, Elon suggested using data collected from the car's cameras, one of which was inside the car and focused on the driver to prove when there was driver error. One of the women at the table pushed back, we went back and forth with a privacy team about it, we can't associate the selfie streams to a specific vehicle, even when there's a crash, where at least that's the guidance from our lawyers.
这是埃隆传记的一部分，我刚刚在我的Kindle版本上截了一张屏幕截图，我们现在有的是这样的。当谈到自动驾驶时，埃隆坚信大多数事故的主要原因是糟糕的驾驶员而不是糟糕的软件。在一次会议上，埃隆建议利用从汽车摄像头收集的数据，其中一个摄像头位于车内并专注于驾驶员，以证明是否有驾驶员的错误。会议桌上的一位女士提出了异议，我们和隐私团队进行过多次争论，我们无法将自拍视频与特定汽车关联起来，即使发生事故，至少这是我们律师的建议。
Elon didn't love that, the concept of privacy teams did not warm his heart, he said, I'm the decision maker at this company, not the privacy team, I don't even know who they are, they're so private, you never know who they are. He continued, perhaps we can have a pop-up where we tell people that if they use FSD, we'll collect data in the event of a crash, would that be okay? The woman thought about it and nodded, as long as we're communicating into customers, I think we're okay with that.
埃隆对此并不悦，隐私团队的概念并未让他感到温暖。他说：“在这家公司，决策权在我手中，不是由隐私团队掌握的。我甚至不知道他们是谁，他们太私密了，你永远不知道他们是谁。”他继续说道：“也许我们可以弹出一个窗口，告诉人们如果他们使用全自动驾驶系统，我们将在事故发生时收集数据，这样可以吗？”女士思考了一会儿，点了点头，她说：“只要我们与顾客进行沟通，我认为我们可以接受这一点。”
So we have those two simple stories now being used and twisted from sources like Electric saying that Elon wanted to use Tesla cameras to spy on drivers and win autopilot lawsuits. That really just feels like a mischaracterization of the situation because don't forget it's mainly the regulators and nitza who have been pushing Tesla for those interior cabin cameras in the first place. So one, Tesla was essentially required to have that camera in the first place, and then two, the fact that Elon would want to use that data in the event of a crash to protect Tesla from frivolous lawsuits, I don't personally think that's a bad thing.
所以现在有一些简单的故事被电动资讯之类的来源曲解和利用，说埃隆想要利用特斯拉的摄像头监视驾驶员并赢得自动驾驶方面的官司。这实际上感觉像是对情况的曲解，因为不要忘记主要是监管机构和尼莎一直在推动特斯拉安装车内摄像头。所以首先，特斯拉基本上是被要求安装那个摄像头的，其次，埃隆希望在事故发生时利用那些数据来保护特斯拉免受无谓官司，我个人认为那并不是件坏事。
Now yes, it's true that some Tesla employees were apparently using some of this data improperly, not just in the event of a crash, but hopefully that's a one-time incident Tesla has handled it and fingers crossed it does not happen again. But to spread the message that Elon is trying to spy on drivers just seems ridiculous. Clearly as Tesla grows, it's going to need to be able to protect itself.
现在是的，确实有一些特斯拉员工似乎在不恰当地使用了一些数据，不仅仅是在事故发生时，但希望这只是个案而且特斯拉已经处理过了，希望不会再发生。但宣传埃隆试图监视驾驶员的消息似乎是荒谬的。显然，随着特斯拉的发展，它需要能够保护自己。
Some of you will remember in that top gear episode when they reviewed the Tesla Roadster, they said that the batteries on it quickly drained and it suffered mechanical problems. Then in response to that Tesla was able to provide data logs which led both to revealing in statements to the media, the cars did not in fact break down and never went below 20% state of charge. Or how about that time-axa insurance admitted faking a Tesla battery fire in a crash test, saying not only was the fire staged using pyrotechnics, but Tesla did not have its battery pack or high voltage systems on board. And for anyone out there that has questions or concerns about how Tesla is collecting and using your data, they're actually pretty thorough on their own site so again I will link this below if you want to learn more.
你们当中有些人可能还记得《曲线飙车秀》那一集，他们在评论特斯拉Roadster的时候说它的电池很快就会耗尽并且遇到了机械问题。然后特斯拉针对此提供了数据记录，这使得它们通过对媒体的声明揭示，这些车实际并没有发生故障，电量也从未低于20%。再举个例子，AXA保险曾经承认在一次碰撞测试中伪造了特斯拉电池着火的情景，称不仅火是使用烟火搭建的，而且特斯拉根本没有搭载其电池组或高压系统。至于对特斯拉如何收集和使用你们的数据有疑问或担忧的人，他们自己的网站上有非常详尽的说明，所以如果你想了解更多，我会在下面提供链接。
So no, Elon is not trying to spy on you, he's just trying to protect Tesla from these ridiculous lawsuits that have already come and will continue to come.
所以，不，埃隆（Elon）并不是在试图监视你，他只是试图保护特斯拉免受这些荒谬的诉讼的困扰，这些诉讼已经出现并将继续出现。
Over the weekend I came across this image of this latch looking device on the new Tesla Model 3 that is on all four doors. Doing a bit of digging, it seems like these are to improve the crash worthiness. Easiest way to think about it is that door structure can then engage with the lower sill of the car so it can help to distribute energy in the event of a side crash incident. There's certainly some conflicting information out there but it seems like this possibly could be to prevent the door from caving in or moving significantly out of alignment when you get T-boned. Please correct me if any of you have more definitive data on this but I didn't see anyone else talking about it so I wanted to pass it along. As far as I can tell this isn't something revolutionary that only Tesla is doing, I believe other automakers are implementing design features like this.
在周末，我发现了特斯拉Model 3新车四个门上都安装了一个看起来像门闩的装置的图片。经过一番调查，我发现这些装置是为了提高车辆的碰撞安全性。最简单的解释是，门的结构可以与车辆的底部门槛相连接，从而在发生侧面碰撞事故时帮助分散能量。关于这个问题的信息存在一些争议，但似乎这可能是为了防止车门在遭受T型碰撞时塌陷或严重偏离原位。如果有更确切的数据，请纠正我，但我没有看到其他人谈论这个问题，所以我想转达一下。据我所知，这并不是特斯拉独有的革命性举措，我相信其他汽车制造商也在实施类似的设计特点。
On X, Tesla said this week we produced our 5 millionth car. Thank you Tesla owners for your ongoing support. Then on Weibo, Grace Tao Lin said this new Pearl White version of the Model 3 officially rolled off the assembly line in Shanghai as that number 5 million from a blank canvas to today's 5 millionth car. Tesla has always adhered to a simple and efficient approach outline a blueprint for a sustainable future. Here's the image that she shared.
本周，特斯拉在X上宣布，我们已经生产了第五百万辆汽车。感谢特斯拉车主们一直以来的支持。然后，在微博上，Grace Tao Lin表示，这款全新的珍珠白色Model 3车型正式从上海的生产线上下线，成为了从一张空白画布到今天的第五百万辆汽车中的那辆。特斯拉始终坚持简单高效的方法，构筑了一个可持续未来的蓝图。这是她分享的图片。
Now in case you're thinking well Dylan Tesla produced the first Roadster in 2008 so it's taken them about 15 years to produce 5 million cars. And that is true but as always context matters how about March 9th 2020 Elon said congrats Tesla team on making their 1 millionth car cumulatively. So Tesla went from 0 to 1 million in about 12 years and then went from 1 million to 5 million in about 3 years. And then doing some simple math if you go back to when Tesla hit the 4 millionth car produced that was March 1st of this year. So fast forward about 6 and a half months to when Tesla just now hit that 5 million number. This is what we mean when we talk about exponential s curve production. It took Tesla 12 years for that first 1 million and most recently it took Tesla roughly half of one year to produce 1 million vehicles.
如果你在想着，那么为什么特斯拉在2008年才生产出第一辆Roadster，所以花了他们大约15年时间才生产出500万辆车。这是正确的，但通常情况下，背景是很重要的。比如，2020年3月9日，埃隆说祝贺特斯拉团队累计生产100万辆汽车。所以特斯拉从零到100万辆用了大约12年时间，然后从100万辆到500万辆用了大约3年时间。然后我们来简单计算一下，如果回过头来看特斯拉生产到第400万辆车是在今年3月1日。所以快进大约6个半月，特斯拉刚刚达到了500万辆这个数字。这就是我们所说的指数增长曲线生产。特斯拉花了12年时间生产出第一百万辆汽车，而最近只用了大约半年时间生产出100万辆车。
And the fact that they want to compare it to how how pitiful Tesla pays their workers and other companies pay their workers that's what this whole argument's about. Workers in this country got to decide if they want a better life for themselves instead of scraping to get by paycheck to paycheck while everybody else walks away with the loot. And you know when we bargain good contracts going back to the founding of this union people joined the UAW because we set the standard. People join unions because it's a better way of life. And that's what we got to do. We have to bargain a good contract and then we're going to go organize these places and bring these workers in so they get their fair share of the economy that they get nothing of right now. Most of these workers and those companies are scraping to get by so that greedy CEOs and greedy people like Elon Musk can build more rocket ships and shoot theirself in outer space. And that's unacceptable.
而且，他们想要将这一点与特斯拉对工人的薪酬安排以及其他公司对工人的薪酬安排进行比较，这就是整个争论的重点。在这个国家，工人们需要决定是否想要为自己争取更好的生活，而不是每个月支付其中一部分薪水就勉强糊口，而其他人则带走了所有的战利品。你知道，当我们达成良好合同时，回溯到我们工会的创立，人们加入联合汽车工人工会（UAW）就是因为我们为行业设立了标准。人们加入工会是因为这是一种更好的生活方式。这就是我们要做的。我们必须达成一份良好的合同，然后我们将组织这些地方，并使这些工人获得他们目前所得不到的经济公平份额。这些公司中的大多数工人都在勉强糊口，而贪婪的首席执行官和像埃隆·马斯克这样的贪婪之徒则在建造更多的火箭，并将自己送入太空。这是不可接受的。
Even the Wall Street Journal is waking up to what's going on. They said any wage increase further advances Tesla's already tremendous cost advantage in EVs over its older US peers which are contending with generations of legacy expenses while trying to steer a costly transition to electric cars. And Tesla's current cost advantage is before the next gen platform that's supposed to be 50% cheaper. This compensation discrepancy conversation has gotten out of control.
连《华尔街日报》都开始觉醒对正在发生的事情有所认识。他们表示，任何薪资增加都将进一步提高特斯拉在电动汽车领域中已经巨大的成本优势，而与此同时，老牌美国竞争对手正面临着多年积累的费用负担，并努力承担昂贵的向电动汽车过渡的转型成本。而特斯拉目前的成本优势还不包括下一代平台，根据预计它将降低50%的成本。工资不平等的对话已经失控。
Here's what we have. The Detroit company's labor costs including wages and benefits are estimated at an average of $66 an hour. And they're saying that compares with Tesla at $45 an hour. The problem is people are taking these two data points and acting as if it's apples to apples when it's really not because we know Tesla has significant stock based compensation that does not have a direct cash cost to Tesla. Meaning it would not be included in the wages and benefits category.
以下是我们拥有的数据。底特律公司的劳动力成本包括工资和福利，预计平均为每小时66美元。而他们声称这与特斯拉公司的每小时45美元相比。问题在于人们将这两个数据点作为相同类型的数据进行比较，实际上并不是这样，因为我们知道特斯拉有显著的以股票为基础的补偿，这对特斯拉来说并没有直接的现金成本。这意味着这部分成本不会包括在工资和福利类别中。
Either way though Wells Fargo has estimated if the Detroit Big Three were to meet all of Sean Fane in the UAW's demands it would boost the average hourly labor cost to $136. I did just want to remind everybody March of last year on X Elon said by the way Tesla factory worker compensation is the highest in the auto industry. Ford has said the unions demands would more than double Ford's current UAW related labor costs which are already significantly higher than the labor costs of Tesla Toyota and other foreign owned automakers in the US.
无论如何，富国银行估计，如果底特律三巨头满足工会的所有要求，平均每小时劳动力成本将增至136美元。我只是想提醒大家，去年三月，埃隆·马斯克曾表示特斯拉工厂工人的薪酬是汽车行业最高的。福特表示，工会的要求将使福特目前与UAW有关的劳动力成本增加一倍以上，这已经显著高于特斯拉、丰田和其他外国汽车制造商在美国的劳动力成本。
On Friday we talked about Ford laying off 600 workers who were not striking and over the weekend we learned they have told 2000 workers at a Kansas car plant their factory would likely be shut down this week for lack of parts. Negotiations have been continuing over the weekend Sean Fane said we're not going to wreck the economy. The truth is we are going to wreck the billionaire economy.
上周五，我们谈到了福特公司解雇了600名没有参与罢工的工人，而在周末我们又得知他们告知了堪萨斯汽车工厂的2000名工人，由于零件短缺，他们的工厂很可能会在本周关闭。谈判在周末继续进行，肖恩·费恩说我们不会毁坏经济。事实上，我们会破坏亿万富翁的经济。
One of the biggest things to watch will be how these automakers handle the two tier wage system. That's one of the biggest points of contention in this whole thing. So far none of the Detroit three have proposed eliminating those tiered wage systems but they have offered to cut the time needed to reach top pay to four from eight years. A professor at Cornell said the UAW appears to be focusing its demands you're no longer hearing anything about the 32 hour work week from the UAW.
其中一个最重要的要关注的事情将是这些汽车制造商如何处理两级工资制度。这是整个问题中最大的争议点之一。到目前为止，底特律三大汽车制造商都没有提出取消这些分层工资制度的建议，但他们提出了将达到最高薪资所需时间从八年缩短到四年的建议。康奈尔大学的一位教授表示，UAW似乎正在将重点放在他们的要求上，你不再听到关于UAW每周工作32小时的任何消息。
This was a good post from Chimaath he said the unions have decided to cut their nose off to spite their face. This labor deal if it happens will destroy the legacy OEM automakers. Their only paths out would be to automate and replace unionized people with robots or de unionized neither are possible. So if this plan gets implemented expect the automakers to bleed money. This is the tipping point towards structural long-term insolvency and I don't see how the capital markets will allow these OEMs to raise long-term capital without paying exorbitant rates.
这是Chimaath的一篇很好的帖子，他说工会决定自断臂膀。如果这项劳动协议得以实施，将会摧毁传统原始设备制造商的传统。他们唯一的出路是自动化并用机器人取代工会化员工，或者解除工会组织，但这两种情况都是不可能的。因此，如果这个计划得以实施，预计汽车制造商将会亏损。这是朝着结构性长期破产的临界点，我不明白资本市场将如何允许这些原始设备制造商在不支付过高利率的情况下筹集长期资金。
On top of this the demand risk for these OEMs is that hyper automated non unionized competitors like Tesla can now completely run away with the car market because they will be able to aggressively lower prices while Ford, Stellantis, etc. will be forced to raise prices to pay for this labor deal. I would argue that they're looking at Tesla. You know Tesla is the elephant in the room at the bargaining table right. The automakers need to figure out how to compete with them. Tesla is already just hammering Detroit with these price cuts on their electric vehicles. They have margins that are much richer than the Detroit automakers and they're already using that as a weapon. If you put Detroit at more of a disadvantage it really really will hurt. On the other hand the union has not succeeded in organizing Tesla and what most people don't know is that the UAW represents I believe it's 46 percent of all auto workers. They do not control the auto worker labor and it's hard to have leverage when you don't have the majority and I think they need to work on organizing as well.
此外，这些原始设备制造商的需求风险是，像特斯拉这样的高度自动化非工会竞争对手今后可能会完全占领汽车市场，因为他们可以通过大幅降低价格来积极竞争，而福特、斯泰尔兰蒂斯等企业则不得不提高价格以支付劳动协议费用。我认为他们正在关注特斯拉。你知道，在谈判桌上，特斯拉是一个无法忽视的因素。汽车制造商需要找到与他们竞争的方法。特斯拉已经通过对他们的电动汽车进行价格削减来狠狠地打击底特律。他们的利润率比底特律的汽车制造商高得多，而且他们已经将此作为一种武器使用。如果让底特律陷入更不利的境地，这确实会造成很大损失。另一方面，工会并未成功组织特斯拉，而大多数人并不知道的是，我相信美国汽车工人工会(UAW)代表了大约46%的汽车工人。他们并不能控制汽车工人的劳动力，没有多数派支持时很难施加影响力，我认为他们还需要努力进行组织工作。
A former GM executive has said there's just nothing to suggest the strike is going to end anytime sooner than Halloween. That's when the membership starts getting antsy about being out of work. How many offers do you think it's going to take and at 20 percent how much higher can you go? Well I think we have a very generous offer on the table right now. It's historic. From a wage increase perspective it's the most significant offer we've had on the table in our 115 year history. So you know I'm not going to bargain in the press but you know we need to get there fast because this is not good for our employees. It's not good for the communities, their families and for every GM job there's six other jobs in the economy that depend on us running so we got to get back to work.
前任通用汽车高管表示，没有任何迹象表明罢工会在万圣节之前结束。那时工会成员开始变得不安，担心失去工作。你认为需要多少次报价，20%的加薪幅度还能提高多少？我认为我们目前已经提出了非常慷慨的报价。这是一个历史性的报价。从加薪的角度来看，这是我们115年历史上最重要的报价。所以我不会在媒体上进行讨价还价，但我们需要尽快达成协议，因为这对我们的员工不利。这对社区、他们的家庭以及整个通用汽车就业带来的六个其他岗位也都不利，所以我们必须赶快回去工作。
On this situation S&P Global Mobility estimates the combined impact could be about 3,200 units per day and listen to this before the strike was actually going on S&P Global Mobility's light vehicle production forecast had combined production at the three plants where the strikes are taking place to already decline 17 percent compared to last year. Ford GM and Stellantis combined accounted for 49 percent of US light vehicle production in 2022 which is why although this might not be the most exciting of topics it's worth keeping up with because it has huge implications for the auto market.
根据S&P全球流动性估计，在此情况下，罢工可能每天导致约3,200辆车的共同影响。更要注意的是，在罢工实际发生之前，S&P全球流动性对罢工发生地的三个工厂的轻型车生产预测已经下降了17%，与去年相比。2022年，福特、通用汽车和Stellantis合计占美国轻型车生产的49%，因此，尽管这可能不是最激动人心的话题，但对汽车市场有着巨大的影响，所以有必要保持关注。
Another storyline to watch an executive director from S&P said a prolonged labor dispute could cause irreparable damage to an already fragile supply base weathering numerous challenges. Suppliers are dealing with higher interest rates, extreme labor inflation, fluctuating vehicle demand and the need to invest in electrified propulsion. Supplier viability is a major concern. On that point just today a contract manufacturing supplier is now planning to lay off 293 employees about 60 miles north of Detroit thanks to the UAW strikes.
另一个要关注的情节是，标普公司的一名执行董事表示，长期的劳动争议可能会给已经面临多种挑战的供应基地带来不可挽回的损害。供应商们正面临着更高的利率、极高的劳动膨胀率、波动的车辆需求以及对电动动力的投资需求。供应商的可行性是一个主要的关注点。就在今天，一家合同制造供应商计划裁员293名员工，该公司位于离底特律以北约60英里的地方，这要归功于美国汽车工人联合会的罢工。
The latest update we have Sean Fane has said that they remain far apart on contract agreements. I don't really want to say we're closer and he declined to say when he might announce a second wave of plans to join the strike. The UAW has resumed talks with GM on Sunday and will do so with Stellantis and Ford today on Monday.
最新的更新消息是，肖恩·费恩表示，双方在合同协议上仍存在较大分歧。我不想说我们更接近达成协议，他也拒绝透露何时可能宣布第二波加入罢工行动的计划。美国汽车工人联合会（UAW）已于周日恢复与通用汽车的谈判，并将于周一今天与斯泰兰蒂斯和福特进行谈判。
As if that's not bad enough these big three are also set to enter contract negotiations in Canada. As they're set to be in the midst negotiating new deals with the Canadian Union Unifor and Ford will be first up in these negotiations with Unifor. So far they did not come close to meeting our expectations. The current deal between the union and the automakers is set to expire tonight at midnight. Last month the Unifor bargaining committee received overwhelming support for a strike with 98.9% of his 5700 members voting in favor of that action. For now though that would only affect Ford. Unifor extended its contracts with Stellantis and GM to focus on hammering out a new three year deal with Ford before moving on to the other two.
如果这还不够糟糕，这三家大公司还将进入加拿大的合同谈判阶段。他们即将开始与加拿大工会Unifor进行新协议的谈判，而福特将首先参与与Unifor的这轮谈判。到目前为止，他们还远远没有达到我们的期望。工会与汽车制造商之间的当前协议定于今晚午夜到期。上个月，Unifor的谈判委员会以98.9%的支持率获得了罢工行动的压倒性支持，这个数字占他们5700名会员的比例。然而，目前这只会影响到福特。Unifor已经延长了与Stellantis和GM的合同，专注于与福特敲定一项新的为期三年的协议，然后再转向其他两家公司。
Over the weekend Tesla got some free advertising with the number three trending video on all of YouTube already getting 66 million views and yes the Tesla Model X makes an early appearance. To avoid any copyright situations with the music there was just a brief clip of the Tesla FSD hands-free pedal-free driving and then of course they did an acceleration test where everybody got launched backwards. Esther has shared some images the first V4 supercharger in Spain is about to open. This marks the 10th location globally for a V4 supercharging locations.
在周末，特斯拉获得了一些免费广告，YouTube上排名第三的视频已经获得了6600万次观看，而且特斯拉Model X也提前亮相了。为了避免版权问题，只播放了一小段特斯拉FSD无需操控踏板驾驶的视频，并且当然还进行了加速测试，每个人都被向后推出。Esther分享了一些图片，首个V4超级充电站即将在西班牙开放。这标志着全球第十个V4超级充电站的落地。
I hope you guys all know I have zero political agenda or angle here I don't do politics just sharing the data. On Friday Trump said the all electric car is a disaster for both the UAW and the American consumer. They'll all be built in China they're too expensive don't go far enough take too long to charge and pose various dangers under certain atmospheric conditions. If this happens the UAW will be wiped out along with all other auto workers in the United States. The all-electric car policy is about as dumb as open borders and no voter ID it's a complete and total disaster.
希望大家都知道，我在这里没有任何政治意图或倾向。我只是分享数据，不涉足政治。上周五，特朗普表示，全电动汽车对美国联合汽车工人工会（UAW）和消费者来说是一场灾难。它们都将在中国建造，价格过高、续航里程不够远、充电时间太长，在特定大气条件下存在各种危险。如果这种情况发生，UAW将会被彻底淘汰，以及美国的其他汽车工人。全电动汽车政策与开放边境和无选民身份证明一样愚蠢，是一场彻头彻尾的灾难。
This seemed like a questionable article perhaps because of the translation but the simple takeaway it sounds like Tesla may be increasing its relationship with TSMC to get more production of its dojo D1 chip over the next few years. Tesla is sprinting towards the layout of its supercomputer dojo it's rumored it will expand its cooperation with TSMC. Tesla's D1 chip is produced using TSMC's 7 nanometer process. Next year the volume of wafers produced by TSMC is expected to be higher. This year it's doubled to 10,000 pieces and orders will continue to increase in 2025. Either way with this one it definitely lines up with Tesla doing whatever it can to increase its compute power.
这篇文章似乎有点质疑，可能是因为翻译问题。简单来说，特斯拉似乎正在加强与台积电的合作，以在未来几年内增加其道场D1芯片的生产量。特斯拉正在加紧推进超级计算机道场的布局，有传言称将扩大与台积电的合作。特斯拉的D1芯片是使用台积电的7纳米工艺生产的。预计明年，台积电的晶圆产量将增加。今年的产量已经翻倍达到1万片，并且订单在2025年将继续增加。无论如何，对于特斯拉来说，它肯定会尽其所能增加计算能力。
Turkey's president Tyep Erdogan asked Elon Musk to build a Tesla factory in Turkey according to Turkish officials on Monday. The country's communications directorate said the Tesla CEO told Erdogan many of the country's suppliers already worked with Tesla. He also said Turkey was one of the most important candidates for its next factory. The news was reported by anadolu agency which said Erdogan and Musk spoke during a meeting at Turkish house in New York. It also said Erdogan invited Musk to attend Turkish aerospace and technology festival TechnoFest at the end of September. It cited Musk as saying he would gladly attend. Musk said in May that Tesla would probably pick a location for a new factory by the end of this year. As you can see right now Tesla doesn't really have that much of a presence in Turkey.
土耳其官员表示，土耳其总统埃尔多安（Tyep Erdogan）周一要求埃隆·马斯克在土耳其建立特斯拉工厂。土耳其通讯总局表示，特斯拉首席执行官告诉埃尔多安，该国许多供应商已与特斯拉合作。他还表示，土耳其是特斯拉下一个工厂最重要的候选国之一。安纳多卢通讯社报道了这一消息，并称埃尔多安和马斯克在纽约土耳其驻地的一次会晤中进行了交谈。报道还称，埃尔多安邀请马斯克参加9月末的土耳其航天和技术节展（TechnoFest）。报道援引马斯克的话说他很乐意参加。马斯克在5月表示，特斯拉可能会在今年年底选择一个新工厂的地点。目前可以看出，特斯拉在土耳其的存在并不太明显。
Auto evolution reporting the Model 3 and the Model Y are at the top of the list of the least stolen vehicles. Consumer reports crunched the numbers collected by the highway loss data institute between 2020 and 2022. Listen to this though just last year over 1 million cars were stolen in the United States. Looking around just a fun fact, Hellcats are far and away the most stolen car in North America. So hopefully the criminals out there are waking up to the fact that Teslas will oftentimes catch you. Whether it's the cameras, Sentry mode, the GPS features, the mobile app, there are many ways to find someone if your Tesla is stolen.
据汽车演进报道，Model 3和Model Y位列最不易被盗车辆名单的榜首。消费者报告对2020年至2022年间由公路损失数据研究所收集的数据进行了分析。不过令人吃惊的是，仅去年在美国就有超过100万辆车被盗。对这个问题进行观察，有趣的是，Hellcats无疑是北美被盗最多的汽车。希望那些犯罪分子能够逐渐认识到特斯拉通常会将他们逮捕归案。如果您的特斯拉被盗，无论是监控摄像头、哨兵模式、GPS功能还是手机应用，都有很多方法来找到作案人。
The Wall Street Journal shared this article, Tesla in Saudi Arabia in early talks for an EV factory. But Elon then shared this article saying yet another utterly false article from the Wall Street Journal.
《华尔街日报》分享了一篇文章，题为《特斯拉和沙特阿拉伯早期洽谈建立电动车工厂》。但是埃隆随后分享了这篇文章，并称它是《华尔街日报》又一篇完全错误的文章。
Not a Tesla app has shared some images from Update 2023.32 showing us improvements to the rear camera view. First they said the post processing has been enhanced which leads to a much clearer image. They also changed the crop factor so you can no longer see parts of the bumper or parts of the trunk.
一款名为"Not a Tesla app"的应用分享了一些来自2023.32更新的图片，展示了后视摄像头视角的改进。首先，他们表示，已经增强了后期处理，使图像更加清晰。他们还改变了裁剪因子，这样你就不再能看到保险杠或后备箱的一些部分了。
From the Japan news, the Chinese government is unofficially instructing its EV makers to use domestically produced electronic components including semiconductors. China is aiming to establish a self-sufficient supply chain for EVs which means Japanese US and European parts manufacturers are highly likely to be excluded from supplying Chinese EV makers in the future. They're also calling for setting targets for the proportion of domestically produced parts used in EVs. If automakers fail to meet these targets, they may be subject to penalties. And they said the instruction was given verbally by the former minister to leave no evidence of the exclusion of foreign firms. I don't think that's going to pan out too well.
据日本新闻报道，中国政府非正式地要求其电动车制造商使用国产电子零部件，包括半导体。中国旨在建立一个自给自足的电动车供应链，这意味着未来很有可能排除日本、美国和欧洲的零部件制造商为中国的电动车制造商提供零部件。他们还呼吁制定国内零部件在电动车中的使用比例目标。如果汽车制造商未能达到这些目标，可能会面临处罚。他们表示，这一指示是由前任部长口头传达的，以避免留下排斥外国公司的证据。我认为这不会取得太好的结果。
Over the weekend we got some new images of GM's upcoming Cadillac Celeste. These images were captured in downtown Vancouver. This car has a base price of around $300,000. Some folks were trying to look at data on the screen to draw conclusions but given that this is a prototype, I would not go too far. But there you have it.
在周末，我们获得了一些通用汽车旗下凯迪拉克Celeste的全新图片。这些图片是在温哥华市中心拍摄的。这款车的起价约为30万美元。一些人试图从屏幕上的数据来得出结论，但考虑到这只是一个原型车，我们不应该过于深入分析。但这就是事实。
The Tesla Model 3 is the first electric vehicle to break into the top 10 least models in the United States. The Model 3 ranked seventh on the list representing 1.79% of least new vehicles in the second quarter. One in four of the roughly 42,000 new retail Model 3s to hit the road last quarter was leased. Here's the list of the top 10 and the Ford F-150 is number one. Good to see an EV crack this list and it makes sense Tesla comes out with new technology so frequently that leasing one, especially as people get their feet wet with EVs definitely makes some sense.
特斯拉Model 3成为美国销量前十低的第一款电动车。Model 3在榜单上排名第七，占据第二季度最少新车销售1.79%的比例。上个季度约有四分之一的约42,000辆新零售Model 3是租赁出去的。以下是前十名单，而福特F-150排名第一。看到有一款电动车能进入这个榜单真是令人高兴，特斯拉发布新技术频率如此之高，租赁一辆特斯拉——尤其是对于那些对电动车还不太熟悉的人来说——确实是合理的选择。
Stellantis has finally revealed their EV plans. The redesigned Fiat 500E already on sale in Europe will launch in the United States early 2024. The 1500 REV pickup will be late 2024. An electric Chrysler crossover arrives 2025. In a midsize RAM pickup with an electric variant could emerge in 2026. RAM CEO said the cost of electrification is expensive so for sure we need to make sure that we protect the profitability of our current ICE business to help fund the transition to electrification. And they said Alfa Romeo will go fully electric by 2027 and Chrysler by 2028.
Stellantis终于揭示了他们的电动汽车计划。重新设计的Fiat 500E已在欧洲上市，将于2024年初在美国推出。1500 REV皮卡将于2024年末推出。一款克莱斯勒电动跨界车将于2025年问世。而2026年可能会出现一款中型RAM皮卡的电动版本。RAM首席执行官表示，电气化的成本很高，因此我们必须确保保护我们当前的传统汽车业务的盈利能力，以帮助资助向电动化的过渡。他们还表示，阿尔法· 罗密欧将在2027年全面电动化，克莱斯勒将在2028年全面电动化。
Just a quick hat tip to a poll star we have PCMag reporting that for batteries in the poll star 2 right now. Poll star is working with this company Circular who uses a blockchain technology to track Colbalt and Micah and then for the upcoming poll star 3 it'll also trace lithium and nickel. Circular is also working for VW Mercedes and Volvo. Let's contextualize here and understand that this is still nowhere near Tesla's level of intricacy and transparency with things like its 2022 impact report. But for the competition to actually be spending time working on bringing more transparency to the supply chain and helping educate customers allowing them to see what's going on and where these batteries are made is a good endeavor. That should be on all of our radars.
只是向我们的星网调查致以一个快速的帽子，我们有PCMag报道，目前针对星网2号电池。星网正在与使用区块链技术追踪钴和镍的公司Circular合作，而对于即将推出的星网3号电池，还将追踪锂和镍。Circular还为大众、奔驰和沃尔沃合作。让我们在这里给出背景和理解，这仍然远远不及特斯拉的复杂程度和透明度，比如其2022年影响报告。但对于竞争对手实际在花时间努力增加供应链的透明度和帮助教育客户，让他们能够看到发生了什么以及这些电池是在哪里制造的，这是一个好的努力。这应该是我们所有人的关注重点。
We got a new study from Recurrent Auto that was looking at Tesla Model WISE for 2020 model year. They're showing us the average range score for Tesla's owned and operated in cold and marine climate zones are higher than for those Tesla's owned and operated in hot climate zones. This range score is just how much of the original vehicles range is still expected today. So Model WISE owned and operated in colder climates had range scores of 95 and in hotter climates it was down to 92. They said the generally accepted threshold for accelerated battery degradation is around 30 degrees Celsius or 86 degrees Fahrenheit. Just keep in mind these results can easily be skewed by how owners are handling and operating their vehicles regardless of which climate they're in. Driving habits, charging habits, storing habits and everything else. But the simple takeaway it's the hotter temperatures that could lead to a bit more of battery degradation.
我们得到了来自Recurrent Auto的一项新研究，他们研究了2020年版特斯拉Model WISE。他们向我们展示了在寒冷和海洋气候区域拥有和操作的特斯拉的平均续航里程得分高于在炎热气候区域拥有和操作的特斯拉的得分。这个续航里程得分表示原始车辆预期至今的续航里程百分比。因此，在较冷气候中操作的Model WISE的续航得分为95，在较热气候中为92。他们表示，加速电池退化的一般接受阈值约为30摄氏度或86华氏度。请记住，无论处于哪种气候，这些结果都很容易受到车主处理和操作车辆的方式的影响。驾驶习惯、充电习惯、存储习惯以及其他方面都会对结果产生影响。但简单来说，较高温度可能会导致电池退化更多一些。
Tesla North America said all Hertz rentals in the United States will now allow full Tesla app access. This means you can use keyless lock and unlock via your phone key remotely precondition the cabin track your charged status and more feature many people have been waiting for.
特斯拉北美表示，现在美国的所有赫兹租车都可以完全使用特斯拉应用。这意味着您可以通过手机密钥远程无钥匙锁定和解锁，预先设置车厢温度，跟踪充电状态以及使用其他许多人期待已久的功能。
At factories in Japan, Toyota has turned to self-propelled assembly lines, massive die casting, and even old fashioned hand polishing as it aims to make up for lost ground in BEVs. Toyota believes it can close the gap with Tesla and others by combining new technology with the famous lean production methods it has used for decades to ring inefficiency, including excess costs, out of manufacturing.
在日本的工厂中，丰田汽车采用了自动驱动的生产线、大规模压铸甚至老式手工抛光等方法，旨在弥补在纯电动汽车领域的落后态势。丰田相信通过将新技术与其几十年来一直用来消除制造业低效率的著名精益生产方法相结合，可以与特斯拉等公司缩小差距，包括降低生产成本等。
After a recent factory tour, they were apparently showing off techniques like making high gloss bumpers without any paint; the mold is hand polished to a mirror finish, giving the bumper its luster. Also, 30-year-old equipment used to process parts can now be run at night and on weekends after being automated through robotics and 3D modeling. Their chief product officer said, "The strength of Toyota's manufacturing lies in our ability to respond to changing times."
最近进行了一次工厂参观后，他们显然正在展示一些技术，比如制作出没有任何油漆的高光泽保险杠；模具通过手工抛光至镜面光洁，赋予保险杠光泽。此外，经过机器人技术和三维建模的自动化，现在可以在夜间和周末使用30年历史的加工设备。他们的首席产品官表示：“丰田制造业的优势在于我们能够适应时代的变化。”
On those self-propelled lines, it's where EVs are guided by sensors through the assembly line; this removes the need for conveyor equipment and a major expense in the car assembly process. In a demonstration, EVs inched along without a roof, allowing parts to be slotted in. A robot arm lowered car seats into the EV bed. Toyota also showed off a prototype of the die casting technology known as gigacasting. Like Tesla, Toyota says it'll produce EVs in modular sections, reducing parts. And they're saying they have developed molds that can be quickly replaced, which is periodically necessary. Toyota says it reduces the time to change the mold to 20 minutes versus 24 hours normally.
在那些自主驱动的生产线上，电动汽车通过传感器进行导航；这消除了传送设备和汽车装配过程中的一个重要费用需求。在一次演示中，电动汽车没有车顶，在缓慢移动的过程中可以插入零部件。一个机器手臂将汽车座椅放入电动汽车床上。丰田还展示了一种名为"超级铸造"的压铸技术的原型。与特斯拉一样，丰田表示将以模块化方式生产电动汽车，从而减少零部件。他们还称已经开发出可以快速更换的模具，这在定期更换上是必要的。丰田表示，与通常需要24小时的模具更换时间相比，他们将模具更换时间缩短到20分钟。
They've also introduced a self-driving transport robot that ferries new vehicles across a 40,000 square meter parking lot; a job that was done by drivers before. The automaker said it aims to have 10 of these robots operating by next year and will consider other plans after. They could also sell these robots to other companies.
它们还引入了一款自动驾驶运输机器人，用于在一个面积为40,000平方米的停车场内运送新车；这是之前由司机完成的工作。汽车制造商表示，他们计划在明年投入运营10台这样的机器人，并在此后考虑其他计划。他们还可以将这些机器人销售给其他公司。
What we have here is Toyota doing factory tours to try to spin the media narrative that it is now leading the way in EV innovation. As we just heard though, everything they're talking about really is in prototype testing phase. However, things like not using paint, gigacasting, modular assembly, automating assembly lines, none of that is innovative or revolutionary at all. It's literally just copying Tesla's playbook. I'm sure they have their own spin on things, but Toyota has given us too many false promises over the years, so this seems like a poor attempt to try to spin that narrative.
我们现在看到的是丰田举办工厂参观活动，试图改变媒体对其现在在电动车创新方面处于领先地位的报道。然而，正如我们刚刚听到的，他们所谈论的一切实际上都处于原型测试阶段。然而，像不用喷漆、巨型铸造、模块化装配、自动化生产线等这些东西都不具备创新性或革命性。这简直就是在照搬特斯拉的做法。我相信他们肯定有自己的理念，但是多年来丰田给我们带来了太多虚假承诺，所以这似乎是一次很不成功的努力来改变那种报道。
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