Project Highland Reservations / New NACS Mandate / Rivian R1S Shines ⚡️

Welcome to we lecture five it's your host Dylan Lumis quick shout out to my newest patron William L. Thank you for choosing to support the channel. Apologies for the missed upload yesterday far as out of night talks longer than I had expected but it was super enjoyable video will be on his channel shortly.

欢迎来到我们的第五期讲座，我是你的主持人 Dylan Lumis。特别感谢我的最新赞助人 William L.，谢谢你选择支持本频道。对于昨天没有上传视频表示道歉，因为晚上的谈话时间比预期要长，但这是一部非常愉快的影片，将很快在他的频道上发布。

Despite all of the pushback today Texas made it official they are going to mandate that these charging companies include Tesla's NACS connector for all charging stations if they want any of those federal dollars up for grabs that are being distributed locally through the states. Washington state is considering something similar Kentucky has already mandated this very thing and in Texas the commission voted unanimously to approve the plan. So yes the CCS plugs are still required that's a federal mandate but now each individual state has the option to add additional requirements and that's what some are doing with the NACS. Texas is set to get just over 400 million dollars to deploy for these purposes over the next five years.

尽管今天德克萨斯州面临很多阻力，但他们已经正式宣布，如果这些充电公司想要获得政府分发给各个州的任何联邦资金，就必须在所有充电站中使用特斯拉的NACS连接器。华盛顿州正在考虑类似的举措，肯塔基州已经规定了这个要求，而在德克萨斯州，委员会一致投票批准了这一计划。因此，是的，CCS插头仍然是必需的，这是联邦要求，但现在每个州都可以选择添加额外的要求，一些州正在使用NACS插头。在未来的五年里，德克萨斯州将获得刚刚超过4亿美元来部署这些目的的资金。

I know there are a lot of folks out there complaining about the increasing registration fees for electric vehicles by state. These are mostly to replace some of the gas tax that will be lost. Currently we have about 30 states that have decided to implement these EV registration fees.

我知道有很多人在抱怨各州对电动车辆的注册费用不断增加。这主要是为了弥补将会丧失的一部分汽油税收。目前已有大约30个州决定实施这些电动车辆的注册费。

Just wanted to show you a quick clip from a recent Tobias Lind video of Gage Berlin showcasing the new V4 superchargers that are under a very nice looking solar canopy. This right here is the model that I hope to see much more frequently going forward to protect people from all of the elements at the supercharging locations. It would be awesome not to mention all of the energy and lower cost benefits in the long term.

我想给你展示来自最近一期Tobias Lind视频的一个快速剪辑，展示了Gage Berlin展示的新V4超级充电器，这些充电器位于一个外观非常漂亮的太阳能遮阳棚下。这款遮阳棚是我希望未来可以更频繁地见到的模型，它能够保护人们免受各种天气的影响，在超级充电站提供服务。从长远来看，这不仅仅是令人赞叹的，还有能源和降低成本的好处。

In China Tesla has lowered the prices on the Model SNX inventory vehicles by about 8,000 US dollars or about 7%. Most of you already know my stance on Tesla price cuts but in case you don't this is it right here.

在中国，特斯拉将Model SNX库存车辆的价格下调了约8000美元或大约7%。你们中的大多数人已经了解我的特斯拉降价立场，但以防万一你还不了解，就在这里。

For better or for worse Monday night came and went and nothing happened on X. No live stream, no zuck fight but now asking when the FSD beta 12 live stream would take place. Elon is now saying next week. And let's not forget version 12 is actually not supposed to be a beta anymore. So what are we thinking maybe October for this?

不管好坏，周一晚上过去了，但X上没有发生任何事情。没有直播，没有祖克的拳击，但现在人们问的是FSD beta12的直播将何时举行。埃隆现在表示下周将会有。而且，我们不要忘记第12版实际上不再是一个测试版。所以我们在考虑这个可能在十月份吗？

Real quick on the new S and X variants we do have multiple Tesla showrooms confirming that these new variants are indeed software limited meaning no new battery pack, no LFP. Which yes means these will be the same S and X vehicles just with lower margins. That does keep production simple but I would also add just because Tesla isn't planning to offer software upgrades for these cars now does not mean that they won't do it at some point in the future. I'd also add I think there's a world where Tesla tests the demand for these new vehicles at these price points and if things were to go really well then in the future maybe they do create a new battery pack for these variants that's ultimately cheaper and not software limited saving Tesla some of those battery cells.

简单来说，我们有多家特斯拉陈列室证实了这些新的S和X车型的确是软件限制的，这意味着没有新的电池组，没有LFP。也就是说，这些车型基本上和现有的S和X车型是一样的，只是利润更低。这样做可以简化生产过程，但我要补充的是，特斯拉现在不计划为这些车辆提供软件升级，并不意味着他们将来不会这么做。我认为，特斯拉可能会测试市场对这些价格的需求，如果情况非常好，将来也许会为这些车型开发一款更便宜的、没有软件限制的新电池组，从而节约一些电池电芯。

And for anyone that needs to hear it the strategy is still lower prices across the lineup increase the adoption then when they solve for autonomy turn on FSD sales on that bigger fleet and it's all gravy. I don't even really like gravy though so now we have the CNEV post who historically has been pretty accurate adding fire to these highland rumors saying today Project Highland expected to go on sale in China within a half a month. Meanwhile some of Tesla's stores have begun accepting reservations for the revamped model three from Chinese customers. This one admittedly is odd in China a salesperson was saying customers who pay a thousand R&B for a reservation now can choose a vehicle that has already been produced or wait for other models including the highland 1000 R&B is roughly a hundred and forty dollars. We already talked about the one thousand dollar insurance subsidy for inventory model threes now they're saying if customers choose to wait for the highland they can still enjoy the same 3500 R&B referral bonus for deliveries within 60 days which is about 500 US dollars.

对于需要听到这个的任何人，策略仍然是通过降低整个产品线的价格来增加采用率，然后在解决自动驾驶功能后，开启FSD销售，并对更大规模的车队进行销售，一切都将十分顺利。尽管我并不是很喜欢“gravy”（酱汁）这个东西，但现在我们有了CNEV发布的消息，而他在过去的准确性相当不错，他补充说今天预计九月份在中国推出高地计划。同时，特斯拉的一些门店已开始接受中国客户对改良版Model 3的预订。这个确实有些奇怪，因为在中国，有一位销售员表示，支付一千元人民币作为预定金的客户现在可以选择已经生产好的车辆，或者等待其他车型，包括高地计划。一千元人民币约等于一百四十美元。我们已经谈到了一千美元的库存Model 3的保险补贴，现在他们说，如果客户选择等待高地计划，他们仍然可以在60天内享受相同的3500元人民币的推荐奖励，相当于500美元。

What do we think about these secret reservations? I don't know we do have Tesla chan sharing some other sources that confirm the same things but then we have Elleena who has been a source reporting on this topic with some good info saying it's inconsistent with info from other sources the model three refresh has not been filed with the M.I.I.T. so it's not likely legally to sell within 15 days but even if it's not in the next two weeks which I was never expecting anyways from day one it's really been September that's been the target and for me that's still what I'm expecting.

我们对这些秘密预订有什么看法？我不知道我们确实有特斯拉·陈分享了一些其他来源证实了同样的事情，但是我们还有Elleena，她一直是这个话题的信息源，提供了一些很好的信息，说它与其他来源的信息不一致，Model 3的更新型号还没有被提交给工信部，所以在15天内不太可能合法销售，但是即使在接下来的两周内也不是我从一开始就期待的，对我来说，真正的目标一直是九月份，而且这也是我期待的。

Over the last 24 hours we have multiple sightings of cyber trucks traveling across the country. Here we saw three traveling through Tucson Arizona may be heading toward Fremont from gigatexis. Here's a post from Coleslaw showing us two cyber trucks heading northbound on I-55 in Missouri. As you can see both have the front bumper and front area covered up. Then we got a few photos from Steven when the cyber trucks were in low noke Arkansas. Here's the tire size for those interested. Here's a good shot inside the wheel well. I'd also add there are some rumors out there there's a cyber truck supplier somewhere in Arkansas which is where some of these cyber trucks could have been headed. Here's a shot of the back and here's a shot of the interior with a slot for two cell phones right here I would imagine with wireless charging and we have this condensed steering wheel with a flat top and bottom and I thought this one was interesting with this massive seemingly elevated dash section with what looks like a material that may be an Alcantara suede type of finish as you can see the fingerprints and marks throughout. And to add to the confusion one of the windows had this writing on it where I think it said completed crash ready and for whatever it may be worth the IIHS does have a crash test location in Ruckersville, Virginia. Personally I'd be surprised if these were already done with the crash testing because it doesn't look like the front is as damaged as it would be but for the usual let the speculation fly below I would love to hear your thoughts.

在过去的24小时内，我们目击到多辆网络卡车在全国范围内行驶。在图森亚利桑那州，我们看到三辆卡车，可能从吉气德克斯开往弗里蒙特。这里有一篇来自Coleslaw的帖子，展示了在密苏里州I-55公路上向北行驶的两辆网络卡车。正如你们所见，两辆卡车的前保险杠和前部区域都被盖住了。然后我们收到了Steven拍摄的一些照片，显示这些网络卡车在阿肯色州的洛诺克。这是那些感兴趣的人的轮胎尺寸。这是一个良好的车轮间截面。我还想补充一点，有一些谣言称阿肯色州某处有一家网络卡车供应商，一些网络卡车可能正朝那里前进。这是后视的一张照片，这是内饰的一张照片，里面有一个可放置两部手机的槽位，我想应该支持无线充电，我们的方向盘很简洁，上下是平的，我认为这张照片很有趣，车内有一个巨大的看似凸起的仪表板区域，表面材质可能是Alcantara麂皮类似的材料。正如你们所见，到处都有指纹和痕迹。为了增加混乱，其中一扇窗户上有这样的字样，我想它上面写着"装配已完成，可以行驶"，而且如果有什么价值的话，IIHS在弗吉尼亚州的Ruckersville设有一处碰撞测试地点。就个人而言，如果这些车辆已经完成了碰撞测试，我会感到惊讶，因为前部看起来没有那么受损，但请在下方猜测的同时，我很想听听你们的想法。

And this morning we got this image from Joe Tettmeyer of the cyber truck with three of the doors open and it's still pretty weird to see how far back the driver is relative to the front of the vehicle and this massive dash.

今天早上我们收到了Joe Tettmeyer拍摄的照片，照片上Cyber Truck有三扇门敞开着，相对于车头来说，驾驶员的位置确实很靠后，而且仪表盘也非常庞大，这样的设计看起来还是相当奇特的。

And last but certainly not least zooming in on one of Joe's photos you can see the outline of where this giga-wiper will actually cover leaving this section up here unclean. I'd be very interested to see how distracting that area would be for the passenger.

而最后，但绝对不是最不重要的，放大一下乔的照片，你可以看到这个巨大的擦洗机会实际覆盖的轮廓，这将导致上方这个部分不被清洁。我会非常有兴趣看到这个区域对乘客是否会造成分心。

Speaking of being distracted we have a cruise now stuck in wet concrete in San Francisco. Here we have breaking live footage of the cruise respondents removing the vehicle from said concrete.

说到分心，我们现在有一艘游轮被困在旧金山的湿混凝土中。现在我们提供游轮工作人员正在将车辆从混凝土中移出的实况报道。

I really don't think the importance of this list right here can be overstated. Keep this in mind back in 2019 in the United States there were two battery factories in operation and another two that were announced fast forward to one year after the inflation reduction act and this is the list of battery factory. plans for the United States.

我真的认为这份清单的重要性不能被过分夸大。回想一下，2019年在美国有两个电池工厂在运营，另外还有两个已经宣布的。随着通胀减少法案的实施，再往前进一年，这就是美国电池工厂的计划清单。

So go ahead and pause and take a screenshot if you'd like to but thinking about our sustainable energy future 10 20 30 years from now this is such a beautiful site to reduce our reliance on China still an overwhelming amount of work to be done and supply chain to onshore but this is a great start and here's a map showing us the location of these factories.

请继续，如果你愿意的话，暂停并截屏。但是，思考我们未来10、20、30年的可持续能源前景，这个场景非常美好，可以减少我们对中国的依赖。虽然还有大量的工作和供应链本土化需要完成，但这是个很好的开始。这里有一张地图，显示这些工厂的位置。

Jaguar is set to retire the eyepace brand in 2025 not sure it was that popular the CEO said now we're waiting for the confidence in JEA just the platform for their next gen electric vehicles right now people are telling me it's going to be in the first half of 2025 just under two years away I'd be more confident in that response when we're nine to 12 months away the eyepace which never really caught on will ultimately just be a testing of the waters for Jaguar in their EV future.

捷豹计划于2025年停用"eyepace"品牌，不太确定它是否受欢迎。首席执行官表示，我们现在在等待对于JEA（捷豹新一代电动车平台）的信心。目前，有人告诉我它将会在2025年的上半年推出，距离现在不到两年。当我们离推出时间只有9到12个月时，我会更加有信心。"eyepace"品牌从未真正流行起来，最终只是捷豹在电动汽车领域的试水之作。

One of Tesla's major suppliers CATL just did a presentation announcing some new fast charging battery tech the battery dubbed Shen Xing or godlike movement is able to refuel or recharge 250 miles of range in 10 minutes mass production of the battery expected to be underway by the end of 2023 shipping to begin in 2024 it claims to be the world's first four C super fast charging LFP battery don't forget one C means it's going to be charged fully in one hour whatever the battery capacity actually is thus a C rating or a current rating of four C would mean charging the battery whatever the capacity is to full in about 15 minutes so this Shen Xing battery in the upcoming compact vehicle for Tesla would be a beautiful thing just keep in mind that statements like 250 miles in 10 minutes depends on so many things the pack size the charger capability the on board electronics so claims like this are usually best case scenario marketing type claims despite that though maybe before charging a CATL LFP pack would take around 25 or 30 minutes to charge the heart of the battery taking that down to 10 minutes would definitely be a very nice improvement.

特斯拉的主要供应商之一，宁德时代（CATL），刚刚做了一个演示，宣布了一些新的快速充电电池技术，这种被称为神行的电池能够在10分钟内给电动车充电250英里的续航里程。预计该电池将于2023年年底开始大规模生产，2024年开始发货。该电池声称是世界上第一个4C超级快速充电的LFP电池，这里提醒一下，1C意味着充满电需要1小时，而4C就意味着无论容量如何，充满电只需要约15分钟。因此，将这种神行电池应用于特斯拉即将推出的紧凑型电动车将是一件美好的事情。然而，请记住，像“10分钟充电250英里”这样的声明取决于很多因素，比如电池容量、充电器能力和车载电子设备。因此，这类声明通常都是最理想情况下的市场宣传。尽管如此，也许充电一个宁德时代的LFP电池组原本需要25或30分钟，将充电时间缩短到10分钟肯定是一个非常好的改进。

The market is nothing if not entertaining as we have Vin fast who just went public via a spec and they hit over 80 billion dollars in valuation on the first day of trading yesterday which means yes temporarily it had a market cap bigger than GM and Ford it's now trading under the ticker VFS and it's 255 percent gain from the closing price of the spec on Monday makes it the top performing despac to debut this year on a US exchange. This D SPAC is really just a more technical term it's just when a private company like Vin fast was actually merges with a public SPAC company and then ultimately goes public more than 90 percent of the SPACs investors pulled their money out of the deal before it was completed despite being down over 18 percent today somehow we have Vin fast still being valued at 69 billion dollars from a market cap perspective.

市场无论如何都是令人娱乐的，因为我们有刚刚通过特殊目的收购公司上市的维达快速，他们在昨天的首个交易日就达到了超过800亿美元的估值，这意味着短期内它的市值超过了通用汽车和福特。现在它正在以VFS代码进行交易，与上周一特殊目的收购公司的收盘价相比，其涨幅达到了255%，使其成为今年美国交易所上最佳表现的特殊目的收购公司。这种特殊目的收购公司其实只是更加技术性的一个术语，其实就是当像维达快速这样的私人公司与公共特殊目的收购公司合并，最终上市。尽管今天它的股价下跌超过18%，但令人不可思议的是，从市值的角度来看，维达快速仍被估值为690亿美元。

There are no guarantees here but in two days Lamborghini might be revealing its first 100 percent electric vehicle i've mentioned in passing lately a lot of the problems with the Chinese economy right now but just to back some of that up from the Nikkei Asia foreign investment in China continued its downward slope reaching the lowest level on record in quarter two direct investment by foreign companies in quarter two decreased 87 percent year over year the biggest drop since 1998 when the data became available naturally when you have less foreign investment into a domestic market where they have their own problems it's kind of like a stimulus that goes away or when the tide goes away and you see who's standing without their trunks Kathy Wood has also been vocal about the situation in China and my point for sharing all of this is just to drive home that point that the macro is driving and all Tesla can really do is follow behind that vehicle.

这里没有任何保证，但在两天内，兰博基尼可能会发布其首款100％电动车辆。最近，我在提到了中国经济的许多问题，为了进一步支持这一点，日经亚洲记者称，对中国的外国投资继续下滑，达到有记录以来的最低水平，第二季度外国企业直接投资同比下降了87％，创下自1998年有记录以来的最大降幅。当然，当外国投资进入一个国内市场变少，并存在自身问题时，这就好像刺激消失了，或者像潮水退去时，你可以看到谁没有穿泳裤。卡西·伍德对中国的形势也有意见表达，而我分享这一切的观点只是为了强调宏观因素的驱动作用，而特斯拉所能做的只是紧跟在那辆车后面。

GM just announced it'll invest 60 million dollars into Mitra Kim who's working on lithium manganese iron phosphate LFMP that could be used in all team batteries after 2025. newsworthy because to date we've been told that all of the all team battery cell factories will be making nickel cobalt manganese aluminum type chemistry batteries this would be the first we've heard about all team cells potentially using an LFP variety chemistry

通用汽车刚刚宣布将向Mitra Kim投资6000万美元。他正在研发锂锰铁磷酸盐（LFMP），这种材料可能在2025年后的所有团队电池中被使用。这个消息很重要，因为到目前为止，我们一直被告知所有团队电池电池厂都将生产镍钴锰铝类型的化学电池，而这是我们第一次听说所有团队电池可能使用LFP变种化学的消息。

a nearly totally stock Rivian r1s completed one of the most difficult trails in the states the Rubicon trail the only mods on the vehicle were steel rock sliders front toe hitch receivers and a roof rack the r1s suffered no mechanical problems and didn't change tires the whole way this makes it the first production eV almost to finish the Rubicon trail minus those few slight tweaks

一辆几乎完全原装的Rivian R1S成功完成了美国最困难的Rubicon越野道路之一，该车只进行了一些修改，包括加装了钢制岩石滑板、前牵引钩和车顶行李架。R1S在整个行程中没有遇到任何机械问题，也没有更换轮胎。这使其成为第一辆几乎原装的电动汽车完成Rubicon越野道路的壮举，除了那些轻微的改装。

not gonna lie really been loving what i've seen from Rivian lately next up they just need to get that final approval for their r2 factory in georgia you can find me on x and instagram linked below hope you guys have a wonderful day please like the video if you did and a huge thank you to all of my patreon supporters

不打算撒谎，最近我真的很喜欢Rivian所展示的东西。接下来他们只需要获得在乔治亚州的R2工厂的最终批准。你可以在下方的x和Instagram上找到我。希望你们今天有个美好的一天，请给视频点赞如果你喜欢的话，并向所有支持我的Patreon支持者表示非常感谢。