Tesla's Billion Dollar Deal / Cybertruck Features Keep Rolling In / IRA Tax Credits Changing ⚡️

Welcome to Electrified, it's your host, Dylan Loomis. So first up today, I want to talk about Gary Black and how he's been telling us what Wall Street has been thinking regarding the pricing of the Cybertruck. He said many on Wall Street were hoping Cybertruck would be more priced in the mainstream like the Model Y, pricing it lower gets more volume up front. Let me stop right here and just say I don't have any idea why they're making this argument. Tesla already has all of the volume that it can possibly handle for the foreseeable future. Pricing it lower would not do anything except extend the wait time for these customers waiting for the vehicle. Simply put, Tesla pricing the Cybertruck lower right now is not at all going to speed up production in the short term. And I agree that many people are going to wait to buy the Cybertruck whether it's because of the price or because it just makes sense to let Tesla work out some of the early production challenges.

欢迎来到《电动化》，我是你的主持人迪伦·卢米斯。今天首先，我想谈谈加里·布莱克以及他如何告诉我们华尔街对于Cybertruck定价的看法。他表示，许多华尔街人士希望Cybertruck的定价与Model Y相当，定价较低可以增加销量。让我在这里停一停，简单说一下，我不知道他们为什么会提出这个观点。特斯拉已经拥有了可预见未来的所有产能。降低定价只会延长等待汽车的客户的等待时间，对于短期生产不会起到任何加速的作用。而且我同意很多人会等待购买Cybertruck，无论是因为价格还是因为让特斯拉解决一些早期生产挑战是合理的。

Again, for the foreseeable future, it doesn't really matter because Tesla has plenty of people willing to pay the higher prices as Tesla ramps the production. For two years now, Wall Street has given Tesla a hard time every time it cuts prices on its vehicles, even though that's actually in line with its mission and it drives further adoption as we head toward autonomy. All of those things we've already talked about now Tesla actually sets higher pricing and Wall Street says actually know what we want lower pricing. Just wanted to say this argument from Wall Street not really coming from Gary Black is totally baffling to me seemingly fails to understand economics 101.

不过，在可预见的未来，这并不重要，因为特斯拉有足够多的人愿意在特斯拉加大生产规模时支付更高的价格。在过去两年里，每当特斯拉降低其车辆的价格时，华尔街都给予了特斯拉很大的压力，尽管降价实际上与其使命相符，并且在我们朝着自动驾驶的方向推动进一步的采用。现在特斯拉实际上提高了定价，而华尔街却说我们希望更低的价格。我只是想说，华尔街对这一论点的反应实在令我困惑，似乎不理解基本经济学。

We've been getting some really interesting detail about the Cybertruck over the weekend as conversations with engineers come out and the embargo has been lifted for certain interviews and creators that have had the truck now some for a few days. I don't know who has already seen what over the weekend so I'm just going to zip through some of these different videos and interviews, play some clips to give you an idea of what they're talking about some parts that I found interesting, then the links for everything will be below so you can watch at your leisure.

在上周末，随着与工程师们的交流以及部分采访和现有车主的禁令解除，我们获得了一些关于Cybertruck的非常有趣的细节。我不清楚在周末期间谁已经看到了什么，所以我将简要介绍一些不同的视频和采访，播放一些片段来让你对他们所讨论的内容有所了解，我也会在下面附上所有的链接，以便你可以随时观看。

That is why there are no clutch disconnects on any Cybertruck and just because there's an induction motor on the front, a permanent magnet on the rear, it's the correct drivetrain choice, it's how I would do it and it means that this thing is going to feel supernatural, it's going to give you the power on the rear axle that you want, the front is there for assistance and that's none of this is even the best part about the dual motor all-wheel drive. The dual motor all-wheel drive Cybertruck may be the best one off-road, just a prediction, because it comes with a front and rear mechanical differential lock.

这就是为什么Cybertruck上没有离合器断开装置，仅仅因为前部装有感应电机，后部装有永磁体，这是正确的动力传动选择，也是我会这样做的方式，这意味着这个车将会感觉超自然，它会给你想要的后轴动力，前轴只是用于辅助，并且这还不是双电机四轮驱动的最好之处。双电机四轮驱动的Cybertruck可能是最适合越野行驶的车型，这只是一种预测，因为它配备了前后机械差速锁。

This is what Drew confirmed to me on Twitter, this has a diff locker for the front and rear. Now for those of you who don't understand what a diff lock is or what it does, essentially when you have an open differential in a system and there's a ton of great videos on YouTube that can visualize this. As you apply power to that differential, it's going to, assuming all wheels have equal grip, it's going to basically power both of those wheels through an open differential and it allows you to turn and maneuver the vehicle and have different wheel speeds, you know, cross-car left and right. When you have a differential that is locked and connected, what it means is that both wheels have to turn at the exact same speed. That's not very practical for driving around parking lots or corners, but it is extremely practical when off-roading.

这是Drew在Twitter上向我确认的，它在前轴和后轴上有不同的差速锁。现在对于那些不了解差速锁是什么或者它的作用的人来说，基本上当你在一个系统中有一个开放式差速器时，有很多很棒的视频在YouTube上可以可视化这个过程。当你给差速器施加动力时，假设所有车轮的抓地力相等，它基本上通过一个开放式差速器驱动两个车轮，使你能够转弯和操纵车辆，并使车轮的速度不同，即左右车轮之间的速度。而当你有一个被锁定和连接起来的差动器时，意味着两个车轮必须以完全相同的速度转动。这在停车场或拐角处的驾驶中并不实用，但在越野行驶时却非常实用。

See the thing is with an open differential, the power is going to go to the wheel that's easiest to spin. If one gets locked up, well, it still has a way to transfer the power out and so the wheel without traction is just going to spin into a million and there's no way to get the traction over to that wheel that you really need it to so you can get up and over an obstacle. So what's cool is the dual motor truck after this explanation has two diff lockers front and rear. The F-150 Lightning only has a rear diff lock as an example and the Rivian dual motor system has zero diff locks, so that's the dual motor and that's why I'm so excited about it and that's why I think it's actually going to be awesome off-road assuming it gets the same suspension as the Cyber Beast.

事情是这样，开放式差速器会将动力传输给最容易旋转的车轮。如果其中一个车轮被锁住了，它仍然有一种方式将动力传递出去，所以没有牵引力的车轮只会一直旋转而无法得到所需的牵引力，以便通过障碍物。所以酷的是，在这种解释之后，双电机卡车的前后部分都有两个差速锁。例如，F-150 Lightning只有后差速锁，而Rivian双电机系统则没有差速锁，这就是双电机的原因，也是我为什么对此感到如此兴奋的原因，也是我认为它在越野方面会非常出色的原因，前提是它能够得到与Cyber Beast相同的悬挂系统。

So into that rear permanent magnet front induction system, this is the correct choice. Tesla's drivetrain has always been top-notch, great quality and and here they're just proving, okay, at least it seems like it's set up for success. And what Tesla does is they actually turned their wheel slip configuration or I should say control their lateral acceleration wheel slip control in the motor itself. So there's no lag time, it's instant and that means that the launch performance of the plaid is incredible over time, like it's incredible these little engineering things that they are doing to push the industry forwards and so in motor traction control just means unbelievable wheel slip control.

对于那种后部永磁前馈系统来说，这是正确的选择。特斯拉的动力系统一直都是一流的，质量非常好，在这里他们只是在证明，至少它看起来是为了成功而设定的。特斯拉所做的事实际上是他们将轮胎打滑配置或者说控制其横向加速度的轮胎打滑控制放在了电机本身。所以没有延迟，它是即时的，这意味着Plaid的启动性能如此令人难以置信，就像这些小型工程措施一样，他们正在推动行业的进步，所以在电机牵引控制方面，这就意味着无与伦比的轮胎打滑控制。

Jason Camisa, the very popular auto journalist from Hagerty was on the Carmajan show and did an awesome interview, there was some profanity in it just if you're gonna watch with kids but really interesting insight into the Cybertruck as he had it for a few days. More importantly, Tesla basically told him anything he wanted to know.

Jason Camisa，在Hagerty很受欢迎的汽车记者，参加了Carmajan节目，并进行了一次很棒的采访。在采访中有些粗话，所以如果你要和孩子一起看的话要注意。但对于Cybertruck，他提供了一些非常有趣的观点，因为他几天时间都使用了这辆车。更重要的是，特斯拉基本上告诉他一切他想知道的事情。

Let me get back to how it outperforms everything in every way by starting to talk about what it is structurally and the second step is now a totally different modular wiring network. So the fastest cans in cars right now apparently run at 500 megabit. Tesla designed a gigabit can for the car so it's order magnitude faster, huge increase in can speed and then decided to stop control area network. This is the car's computer system.

让我来详细介绍为什么它在各个方面都超越一切，首先从结构上谈起，第二步则是完全不同的模块化布线网络。目前，汽车中最快的CAN（控制器局域网）运行速度似乎为500兆比特。特斯拉为汽车设计了一个千兆比特的CAN，速度是数量级的提升，CAN速度大幅增强后决定停用控制区域网络，这是汽车的计算机系统。

Yeah, all of the computers that run everything but rather than having wires go from one place across the car to the other one, they just decided they would have I think it's a total of five or six modules that talk to the everything that's closest but because everything can run over can for example imagine think about this the best way to think about it is a stereo. You have a stereo, you have a head unit up front and you have speakers like 21 speakers all around the cars. Well typically in the way a car would work is that you would have to have a wire that would go from the head unit to the amplifier and then to a separate wire that would go to each one of those speakers.

是的，所有主要运行的计算机都没有用电线从一边穿过车子到另一边，而是决定使用我想是五个或六个模块来与所有最近的部件进行通讯。因为一切都通过可以传输的电波运行，所以可以想象一下，就像想象一个音响，你有一个音响前面有一个主控台，车子里还有21个扬声器。通常情况下，车子工作的方式是你必须将一根电线从主控台连接到扩音器，然后连接到每一个扬声器的单独电线上。

Well if everything's run over the can, you don't. You just have a power support and a can wire to everything in the car. So power supply can. Like you've seen car wiring harnesses. They're like an inch thick and it's like 200 wires and they're all wrapped around and each one of them could break and there's a problem with them and then it would pop a fuse or whatever replaced with this little tiny ribbon and they reduced cross I think the number was 77 percent. Reduce the number of cross car cabling by 70 something percent and reduce the total number of copper by over half.

如果一切都通过罐子运行，你就不需要这样做了。你只需要一个电源支持和一根连接汽车上所有设备的导线。所以电源供应罐。就像你见过的汽车的布线束一样。它们厚约一英寸，约有200条电线，它们都缠绕在一起，每一根都可能断裂，出现问题，然后会引发保险丝跳闸，或者用一个小细丝带代替，他们减少了交叉率，我记得减少了百分之77，减少了70多个百分点的整机布线，并且减少了一半以上的铜线总数。

So now that speaker just listens to the can and says okay this is what I need to be playing. That one does that. Oh the door lock needs to talk to the window switch activator which needs to talk to whatever they just do it all over the can which is genius. Traditional automakers are like a decade behind still and we thought those behind those cars like Model 3 Model Y at least a decade if not more and we're like okay well the ground is gaining slowly and they heat just wallop the entire industry with a passive aggressive PDF say how to develop a 48 volt vehicle. And apparently here is that manual from Tesla for the rest of the industry including suppliers that was shown in the Hagerty Cybertruck review how to design a 48 volt vehicle XOXO Elon. I'll let you zoom in to read that part if you want then he said do we really have to do your homework for you.

现在，演讲者只是倾听听筒，然后说好，这是我需要演奏的内容。那个听筒就是那么做的。哦，车门锁需要与窗户开关激活器进行通信，而窗户开关激活器需要与噢，他们就是这样在整个听筒上进行通信，真是太聪明了。传统的汽车制造商还落后了十年，我们认为那些在这些车辆背后的人至少比他们晚了十年，甚至更多，我们认为现在起步缓慢，然后他们就用一份被动攻击的PDF文件摧毁了整个行业，告诉大家如何开发48伏特的车辆。显然，这就是那份特斯拉的手册，供其他行业，包括供应商使用，这在Hagerty的Cybertruck评论中展示了出来，里面是如何设计48伏特车辆的。爱你的 XXX（亲吻）埃隆。如果你想，我可以让你放大阅读那一部分，然后他说我们真的要替你做作业吗。

What went into this is like I would hang myself if I worked for a traditional car company right now. Out of sheer embarrassment like when they start pulling this thing apart their mind is going to be blown to the point of like why do we even come to work every day. I think he get the gist Jason was clearly very impressed with the engineering and the thought that went into the Cybertruck and there's still more to come once someone like Monroe gets their hands on the vehicle and the teardown begins. As mentioned don't forget to watch the views and the comments the general interest that the Cybertruck is creating.

如果我现在为一个传统汽车公司工作，我宁愿上吊。他们一拆这辆车，他们的想法会被震惊到连来上班的意义都会质疑。我觉得杰森已经体会到了这款Cybertruck背后的工程和思考所蕴含的东西，而且一旦像蒙罗这样的专家们接触到这辆车并开始分解，还会有更多的发现。如前所述，请不要忘记关注Cybertruck所带来的观点和评论，以及它所引发的广泛关注。

Here's a very quick one from MKBHD that I thought was somewhat funny. How does it spray the windshield cleaner? Okay excellent excellent question it's crazy question. This giant windshield wiper is also hollow enough on the inside that no way there is a pump underneath it that when you first press the button to like spray your windshield it takes a beat to pump the entire thing full of windshield wiper cleaner and then it sends the windshield down and then there's like 10 holes on the wiper blade that all spray as it goes back to the top.

这是MKBHD的一个非常快速的片段，我觉得有点有趣。它是如何喷洒挡风玻璃清洁剂的？好极了，好极了，这个问题真是太疯狂了。这个巨大的雨刷内部也足够空，下面绝对没有泵，所以当你第一次按下刷风玻璃的按钮时，需要一点时间将整个雨刷装满挡风玻璃清洁剂，然后才能将玻璃喷湿，然后雨刷上有10个孔，当它返回顶部时，所有的孔都会喷射。

Franz and Lars did a quick interview with Top Gear. I don't want to play this one due to copyright purposes but they did mention a new technique that they had to create that they're calling airbending. Faultbugs on X shared this image saying maybe better named high pressure air punching. Lars then responded saying that's where we started unfortunately the lower tool still makes marks until we added bearings and allowed it to float freely. Good sleuthing. Hopefully in the future Tesla releases an educational video talking about this in more depth.

Franz和Lars与Top Gear进行了一次简短的采访。由于版权原因，我不想播放这个视频，但他们提到了一种新的技术，他们称之为"气弯"。X上的Faultbugs分享了这张图片，说也许更好地称为高压气体拳击。Lars回应说，那是我们起初的想法，不幸的是，下部工具仍会留下痕迹，直到我们添加了轴承并使其能够自由浮动。调查得很好。希望在未来，特斯拉发布一部更深入介绍这一技术的教育视频。

On moving the low voltage or the non-drive train part of the Cybertruck to 48 volts Holmars shared a screenshot of a text of someone saying some people think Cybertruck has no 12 volt parts and most certainly does have 12 volt parts 48 volts is really only necessary for things that we're needing a lot of power. It's able to be unlocked and powered in a reduced power mode with just a 12 volt maintainer. The question becomes is this for supply chain purposes? Is it for efficiency purposes? Back to why I keep saying that once Monroe gets their hands on the vehicle they should have a field day.

在将Cybertruck的低电压或非驱动训部分转换为48伏时，Holmars分享了一条某人发表的文字截图，该文字中说有些人认为Cybertruck没有12伏部件，但实际上它确实有12伏部件。48伏只对需要大量功率的东西才是必需的。它可以通过一个12伏维护器以降低功率模式解锁和供电。问题是为供应链目的还是为了效率目的？这就是为什么我一直说一旦Monroe抓住这辆车，他们就应该玩得很开心的原因。

Speaking of Monroe Live on X posted this video of Sandy sitting with Elon so hopefully in the days ahead we get a full interview. My fingers are crossed that it will be technical in nature. Not over most of our heads technical but just beyond some of the typical styling conversations we've heard ad nauseam for years. I've also seen a lot of people out there saying well other people are already using 48 volts in vehicles but as far as I can tell those systems are just for a hybrid powertrain system not to actually power the vehicle computer or any of the electronics.

说起蒙罗社区在X上发布了这个视频，显示Sandy与Elon坐在一起，希望未来几天能得到完整的采访。我希望这次采访的内容会涉及技术。并不是过于晦涩难懂的技术，而是超出我们多年来听到的典型换装对话的范畴。我还看到很多人说其他人已经在车辆中使用48伏特，但据我所知，这些系统仅用于混合动力系统，而不是为了实际为车辆电脑或任何电子设备供电。

All of the full videos will be below if you have the time I'd encourage you to check them out. They're just full of so many interesting nuggets when it comes to the engineering behind the Cybertruck that really does indeed make it next level. Much more we'll hear about in the weeks to come. Canichord Genuity put out a Tesla stock note talking about Cybertruck? They said one third of their survey respondents said they would buy a Cybertruck. They said it's a higher positivity rate than they expected. This survey had the strongest response of any to date.

如果你有时间，我鼓励你查看下面的所有完整视频。在Cybertruck的工程背后，它真的蕴含了很多有趣的细节，使它达到了一个全新的水平。在接下来的几周里，我们还将听到更多关于它的消息。Canichord Genuity发布了一份关于Cybertruck的特斯拉股票备忘录吗？他们表示，三分之一的调查对象表示他们会购买Cybertruck。他们表示，这个积极性比他们预期的要高。这项调查是迄今为止反响最强烈的。

I've been covering Tesla fairly in depth for about three years now but I've actually been plugged into the health, wellness and fitness space for even longer. One day I'll have an avenue to share more publicly but for now I do want to highlight one problem that plagues our society. Nutrient Deficiencies. According to a 2022 study they make the body unable to normally perform its functions leading to an increased risk of things like cancer diabetes then add in micronutrient deficiencies, things like iron, zinc, vitamin A and these can lead to intellectual impairment and degenerative diseases as well as higher mortality.

我已经对特斯拉进行了大约三年的深入报道，但实际上我对健康、健身和健康领域的了解甚至更久。总有一天我会有一个渠道可以公开地分享更多信息，但目前我想强调的是困扰我们社会的一个问题，营养缺乏。根据2022年的一项研究，营养缺乏会使身体无法正常发挥其功能，从而增加患上癌症、糖尿病等疾病的风险，再加上微量元素的缺乏，如铁、锌、维生素A，这些也可能导致智力损害、退化性疾病以及更高的死亡率。

AG1, the sponsor of this video, is a quick and easy way to do what we can to combat this problem by getting 75 vitamins, minerals and probiotics with every serving. I like to drop in a bit of their vitamin D3K2 as well especially during those winter months where I live. AG1 can of course support your immune system, your cognitive function, your energy levels, your hair, skin and nails but don't ever forget about the regular bodily functions we all take for granted moment by moment that are sustaining our lives. If you want to check it out and support the channel you can get five travel packs and a one year supply of vitamin D3K2 for free at drink AG1.com slash electrified linked below. As always thank you for considering supporting the channel.

AG1是本视频的赞助商，通过每一份服用提供75种维生素、矿物质和益生菌，是一种快速易行的方式来对抗这个问题。特别是在我所在的冬季，我喜欢添加一些他们的维生素D3K2。当然，AG1可以支持您的免疫系统、认知功能、能量水平、头发、皮肤和指甲，但永远不要忘记那些我们瞬间以为理所当然的日常身体功能，它们支撑着我们的生活。如果您想了解并支持本频道，您可以在下方的drink AG1.com/electrified链接中获得五个旅行包和一年份的免费维生素D3K2补给。一如既往，感谢您考虑支持本频道。

Of course the skeptics and Tesla Q are moving the goalposts per the usual, now they're talking about well can the Cybertruck do real work and all of those arguments. I just want to put it out there, Axios did a study on F-150 owners over a decade and only 7% said they frequently tow with their trucks. 29% said occasionally and 63% said rarely or never.

当然，怀疑论者和特斯拉质疑者照例又在抬高门槛，现在他们开始讨论起“塞博卡车能够真正工作吗”等等的论点。我只想说一下，Axios对F-150车主进行了十年的研究，只有7%的人说他们经常使用卡车进行牵引工作；29%的人偶尔使用；而63%的人表示很少或从不使用。

Morgan Stanley is expecting 30,000 Cybertruck deliveries in 2024 and then 78,000 in 2025. Then how about this they said we expect Cybertruck will be supplemented by a range of rivian looking pickups and SUVs in the latter part of the decade with a design language more consistent with prevailing Teslas. We don't need to spend time here, I'll just leave it at, we'll see.

根据摩根士丹利的预测，他们预计2024年将交付30,000辆Cybertruck，然后在2025年增加至78,000辆。此外，他们表示预计在本十年后半段，Cybertruck将会有一系列采用与现有特斯拉相一致设计语言的Rivian式皮卡和SUV车型进行补充。对于这个预测，我们不需要在此花费时间，我只是说一句，我们拭目以待。

I would say to periodically check the Cybertruck accessory page on the website if you're interested it seems like they are adding more and more by the day. Right now I'm counting 27 different Cybertruck accessory products available for sale or coming early 2024.

如果你感兴趣的话，我建议定期查看网站上的Cybertruck配件页面，看起来他们每天都在不断增加。现在，我数了一下，有27种不同的Cybertruck配件产品可供购买，或将在2024年初上市。

I did want to touch on this, there were some threats made about the Cybertruck delivery event coming from one individual who has been arrested and remains in jail in an Instagram chat. Tesla was notified on November 10th about this group chat and then the sheriff's office began investigating the threats on November 28th after they were notified no former police report had been filed. Thankfully this individual was stopped as he did make the drive from Florida to Austin to potentially carry out this attack. A few of you asked me about this, I don't have any special insight into what Tesla did or did not do when they were notified about this in the first place. Clearly this individual is dealing with some mental health issues and this is really all we know for now.

我确实想谈谈这个问题，因为有一个人在Instagram聊天中威胁要针对Cybertruck交付活动，他已经被逮捕并关押在监狱中。特斯拉在11月10日收到了关于这个群聊的通知，之后警长办公室在11月28日开始调查这些威胁，因为他们收到通知后发现没有先前的警察报案。幸运的是，这个人在从佛罗里达开车到奥斯汀执行这次袭击的过程中被拦住了。有几个人问过我关于这个问题，我对特斯拉在收到通知时做了什么或没做什么没有特别深入了解。显然，这个人正面临一些心理健康问题，目前我们所知道的就只有这些。

Exciting news for you Australians, the first V4 supercharging location has been installed in Albury. This is a 16 stall site that should be up and running as soon as next week. Surprisingly there's still no word on when Tesla is going to upgrade the cabinets that are behind these dispensers to actually enable up to that 350 kilowatt charging.

令澳大利亚人振奋的消息，首个V4超级充电站已在奥尔伯里安装完毕。该充电站共有16个充电桩，预计下周即可开始运行。令人惊讶的是，至今仍未得知特斯拉将何时升级这些充电桩背后的设备，以实现最高350千瓦的快速充电。

Amidst all of the Cybertruck hoopla over the weekend we missed some pretty big news when it comes to the Tesla megapack, this from the SEC in Australia, not the SEC you're thinking of but the state electricity commission. They're investing in one of the world's biggest battery projects, the Melbourne Renewable Energy Hub. Once complete, this hub will deliver 1.6 gigawatt hours of energy storage with the potential to expand. Tesla will supply the batteries and Samsung will supply the remaining components. Construction of the facility is now underway and completion is expected late 2025.

在上周末的Cybertruck热潮中，我们忽略了与特斯拉超级电池的一则重大新闻，这是澳大利亚证券交易委员会发布的，不是你们想的那个证券交易委员会，而是电力事业委员会。他们正在投资世界上最大的电池项目之一，即墨尔本可再生能源中心。一旦完成，该能源中心将提供1.6千兆瓦时的能量储存，并具备扩展潜力。特斯拉将提供电池，三星将提供其余的组件。该设施的建设目前已经开始，预计将于2025年底完工。

As Drew Baglino highlighted, the Pioneer Investment forms part of our, the SEC's, strategy to invest an initial $1 billion towards building 4.5 gigawatts of new power through renewable energy and storage projects. Some quick math, 1.6 gigawatt hours is equivalent to 1,600 megawatt hours divided by roughly 4 megawatt hours per Tesla megapack. That's 400 megapacks potentially in this project, times $2 million a pop, roughly $800 million in potential revenue for Tesla.

正如Drew Baglino所强调的那样，先锋投资是我们（美国证券交易委员会）投资战略的一部分，我们计划投入10亿美元用于通过可再生能源和储能项目建设4.5吉瓦的新能源发电。简单来算，1.6吉瓦时相当于1600兆瓦时，除以每个特斯拉巨型电池组4兆瓦时，这个项目可能需要400个巨型电池组，每个电池组价值大约200万美元，这意味着特斯拉可能会获得大约8亿美元的潜在收入。

On Friday, finally, the Department of Energy put out their proposed guidance on how they're going to classify and define foreign entities of concern. The latest on Tesla's website, they're saying the $7,500 tax credit will reduce to $37.50 for the Model 3 rear wheel drive and the Model 3 long range on January 1, 2024. This certainly could be applied to encourage more deliveries in quarter four of this year as there's still some uncertainty because we just talked about last week. The government is still considering pushing back some of these requirements that are set to go into effect January of next year. Before we get into how these FEOCs will be defined, there will be a 30 day public comment period that'll start upon publication in the federal register. Reading through this very wordy official document that I'll have below if you're interested, the number to remember to start is going to be 25%. Any company with 25% or greater ownership by the Chinese government or by current or former senior Chinese government officials.

星期五，终于能源部发布了他们关于如何对待和定义有关外国实体的指导意见。特斯拉网站上的最新消息是，他们表示从2024年1月1日起，Model 3后驱和Model 3长续航版的7500美元的税收抵免将减少到37.5美元。这肯定会鼓励更多的交付在今年第四季度，因为我们上周刚刚讨论过一些可能存在的不确定性。政府仍在考虑推迟一些明年1月生效的要求。在我们深入讨论这些外国实体的定义之前，将会有一个30天的公众意见征询期，该期将在在联邦公报上公布后开始。如果你有兴趣，我会在下面留下这份非常冗长的官方文件供你阅读，首先要记住的是25%。任何被中国政府或现任、前任中国政府高级官员持有25%或更高股权的公司都将被纳入考虑范围。

One of the biggest takeaways and areas of focus of the document without saying it explicitly is how this Ford licensing deal with CATL is actually going to work. Simply put, Ford is going to have to prove that it really is a true licensing deal and not actually a joint partnership. Ford will have to show that CATL has no control over the production and Ford will have complete access to plant data showing how the Chinese company's tech is operating. Then starting in 2025, Ford would also have to obtain the battery materials, the lithium, iron and phosphate from either the US or a country with which the US has a free trade agreement. I'll tell you right now, this is going to have big implications for Tesla because Tesla is, I think, one of CATL's biggest customers. Specifically, when it comes to LFP cells, that Tesla is using increasingly across its lineup. My point is if the Ford and CATL licensing deal goes through and allows Ford to get the IRA credits, then that's going to pave the way for Tesla and other companies to do something very similar. And no, I'm not just spitballing here. You may remember earlier this year, we talked about Tesla planning something very similar with CATL with Tesla looking to build a battery plant in the United States. They even said at the time it was going to be similar to the one that Ford was working on with CATL.

在不明确表述的情况下，文件的一个重要观点和关注领域是福特与CATL的授权交易是如何运作的。简单来说，福特将不得不证明这是一个真正的授权交易，而不是联合合作。福特必须展示CATL对生产没有控制权，同时福特将完全获得显示这家中国公司技术运作情况的工厂数据。然后从2025年开始，福特还必须从美国或与美国签有自由贸易协议的国家获取电池材料，即锂、铁和磷。现在就告诉你，这对特斯拉来说将产生重大影响，因为我认为特斯拉是CATL的最大客户之一。具体而言，特斯拉在其产品线中越来越多地使用LFP电池。我想说的是，如果福特和CATL的授权交易成功并使得福特获得IRA信用，那么这将为特斯拉和其他公司铺平道路，使其能够做类似的事情。不，我不是在胡扯。你可能还记得今年早些时候，我们谈到特斯拉计划与CATL进行非常类似的合作，特斯拉计划在美国建设一座电池工厂。他们甚至当时表示这将类似于福特与CATL的合作。

Once the automakers figure out how these requirements are going to impact them, we'll actually find out more of what vehicles will or won't qualify. So far, Ford has already said the Mustang Mach E will no longer be eligible for the credits.

一旦汽车制造商弄清楚这些要求将如何影响他们，我们就能更加了解哪些车辆将或不会符合资格。到目前为止，福特已经表示，野马Mach E将不再符合税收减免的条件。

In an email, Ford did however say that the F-150 Lightning built in Michigan will continue to qualify for the full $7,500 credit. It boils down to what entity is actually going to be calling the shots and running the factory. Ford would have to be in charge of the show. Its own workers had to be running the machinery, answerable to no one, and they had to have full access to the knowhow behind the machines. The deal had to be a true licensing arrangement, not a joint venture masquerading as one.

在一封电子邮件中，福特确实表示，在密歇根州生产的F-150闪电车将继续有资格获得7500美元的全部抵免额。实质上是由实际掌握话语权和经营工厂的实体来决策。福特必须掌控整个过程。他们自己的工人必须运营机械，并对任何人负责，并且他们必须完全掌握机器背后的专业知识。这笔交易必须是真实的许可协议，而不能是伪装成合资企业的协议。

Where this leaves us for now is that Ford is going to have to submit their licensing contract to the DOE and then DOE lawyers will have to verify compliance with the issues of control. I know this is not the most entertaining of subjects but I'm telling you when it comes to EVs, the price of batteries for consumers, the supply of LFP cells that Tesla can have access to domestically with reduced freight costs. It's just going to have a significant impact when it comes to the overall cost of electric vehicles and the margins on Tesla's side and everything in between.

目前，福特需要将他们的许可合同提交给能源部，然后能源部的律师将核实合同是否符合控制问题。我知道这不是最有趣的话题，但我告诉你，就电动汽车、电池价格、特斯拉可以通过降低运输成本国内获得的LFP电池供应而言，这将对电动汽车的整体成本和特斯拉的利润率以及其他方面产生重大影响。

We got the wholesale sales figure which is both exports and retail for November for Gigas Shanghai coming in at 82432. There are plenty of misleading headlines how it's down so much compared to November of last year which by the way wasn't all time high and was before Tesla really started to unwind the delivery wave. During this time period year over year comparisons are not that valuable it would be better to zoom out and look at the quarter as a whole. If Tesla could do around 93,000 units for the month of December when it comes to wholesale both domestic and exports that would be a new quarterly record. We'll get the rest of the breakdown in the next week or so.

我们获得了吉加斯上海11月份的批发销售数字，包括出口和零售，达到了82432。有很多具有误导性的标题，显示与去年11月相比下降了很多，顺便说一下去年11月并不是历史最高点，而且那是在特斯拉真正开始减少交付潮之前。在这个时间段，年度比较并没有那么有价值，最好放大看整个季度。如果特斯拉能在12月份的整车批发销售（包括国内和出口）达到约93,000辆，那将创下一个新的季度纪录。我们将在接下来的一周左右得到更详细的分析结果。

We have Detroit proudly touting one of the first wireless EV charging roads. There are charging coils connected to the power grid that emit energy to a receiver plate installed under these vehicles then the energy passes through the battery. This is done in partnership with a company called Electrion and this so far is a quarter mile of road. The word is that one mile of road would cost six million dollars. So this quarter mile roughly a cool 1.5 million dollars. Electrion did however say this technology is safe and it only activates when a car with a receiver passes over the coil ensuring that the energy is only transferred to a vehicle that requires it. Testing of the wireless charging tech will begin in 2024 with a Ford eTransit electric commercial van. Listen I'm all for sustainable technology but when it comes to this one color me highly skeptical I'm still not convinced that just more public charging is not the answer when combined with the ability to charge at home.

我们可以得意地宣传底特律是第一个具有无线电能充电道路的城市。这些充电线圈连接到电网并向安装在车辆下方的接收板发射能量，然后能量通过电池传递。这是与一家名为Electrion的公司合作完成的，目前只有四分之一英里的道路使用了这项技术。据说一英里的道路需要花费600万美元。所以这四分之一英里的道路大约花了150万美元。不过，Electrion确实表示这项技术是安全的，只有携带接收器的车辆经过线圈时才会激活，确保能量只传输给需要充电的车辆。无线充电技术的测试将于2024年开始，首次测试对象是福特eTransit电动商用货车。听着，我非常支持可持续技术，但是对于这一点，我非常怀疑。我仍然不相信只增加公共充电桩而不考虑家庭充电的做法是个解决方案。

This week the House of Representatives is set to vote on the cars act that would prohibit any future EV mandates. This legislation would also look to get rid of the banning of ice sales in the future. If it does pass the house after that it would then have to pass the Senate.

本周，众议院将对《汽车法案》进行投票，该法案将禁止任何未来的电动车要求。该立法还将尝试取消未来对内燃机车销售的禁止。如果法案在众议院通过，接下来将需要通过参议院。

It looks like Tesla insurance must face a prospective class action claiming it overcharged drivers for their premiums by basing them on false crash warnings instead of actual driving behavior. On Friday the court denied Tesla insurance services bid to dismiss the protection lawsuit. As we've all seen some Tesla customers have reported suffering sporadic and random forward collision warnings when there is no danger in sight and it's these false warnings that were leading to people paying higher insurance premiums. The complaint is seeking restitution discouragement of profits and an injunction against alleged false advertising. A court filing did say an injunction here would simply require the defendant Tesla to make sure it's advertising is accurate and to take steps to make sure that it doesn't factor in driving events that never happened. Honestly that's absolutely reasonable. An initial hearing in the case is scheduled for January.

特斯拉保险似乎面临一起潜在的集体诉讼，指控他们以虚假的碰撞警告而非实际驾驶行为来定价保费，导致驾驶员被收取过高费用。上周，法院否决了特斯拉保险服务的要求驳回该保护诉讼的申请。我们都看到，一些特斯拉顾客报告称，在没有任何危险的情况下，不时地收到随机的前向碰撞警告，而正是这些虚假警告导致人们支付了更高的保险费。诉讼要求退还费用、制止牟利以及禁止被指控的虚假广告。法庭文件确实指出，这里的禁令仅要求被告特斯拉确保其广告准确无误，并采取措施确保不考虑从未发生的驾驶事件。老实说，这是非常合理的。该案件的初步听证会定于一月举行。

As Sawyer pointed out the United States just passed 1 million full battery electric vehicles sold in one year for the first time ever.

正如Sawyer所指出的，美国刚刚首次在一年内售出了100万辆纯电动汽车。

On that note don't forget check out AG1 links below grab those freebies if you're interested. Hope you guys have a wonderful day. Please like the video if you did. You can find me on X linked below and a huge thank you to all of my Patreon supporters.

在这个注意事项上，请不要忘记查看下面的AG1链接，如果你感兴趣的话可以免费获取这些好东西。希望大家有一个美好的一天。如果你喜欢这个视频，请给它点赞。你可以在下方找到我的X账号，同时也非常感谢所有支持我的Patreon支持者。