The Biggest Tesla News of the Year ⚡️
发布时间 2023-09-08 22:09:46 来源
Welcome to Electrified, it's your host Dylan Lumis. So as it turns out, those giga Mexico delays may not be as impactful as we once thought. Axios just released an excerpt from the upcoming biography Elon Musk by Walter Isaacson and there are some gems.
欢迎来到《电气化》，我是您的主持人迪伦·卢米斯。事实证明，那些关于墨西哥超级工厂的延误可能并没有我们最初想象的那么严重。《Axios》刚刚发布了沃尔特·艾萨克森即将出版的传记《埃隆·马斯克》的片段，其中有一些亮点。
Here's the backstory. November 2021, Elon and his top 5 lieutenants will call them, had decided the Robotaxi would be a smaller, less expensive, less speedy car than the Model 3, our main focus has to be volume. There's no amount that we could possibly build that will be enough, some day we want to be at 20 million per year.
这是背景故事。2021年11月，埃隆和他的五位高级副手（我们称之为这样）决定，机器出租车将是一款比Model 3更小、更便宜、不那么快的汽车，我们的主要关注点必须是量产。无论我们生产多少，都不可能满足需求，我们希望有一天能达到每年2000万辆。
Behind closed doors now, for years there have been debates between Elon, Franz and the rest of the team. Do they go all in Robotaxi style, put all their chips in, or do they still have a car that you can buy with a pedal, wheels, etc. But when talking about the Robotaxi specifically, they said they need to make sure it can shut its own doors if somebody gets out and forgets to close the door, and they've been asking the questions how can this Robotaxi get into gated communities or a parking garage, maybe it needs an arm that can punch a button or take a ticket.
在幕后，特斯拉的埃隆、弗朗茨和团队成员已经进行了多年的讨论。他们面临一个选择：是全力发展机器人出租车的方向，把所有筹码都下在这个项目上，还是继续生产一款可以踩踏板、有轮子等用于购买的汽车。但是在讨论机器人出租车的时候，他们提到他们需要确保它能自动关上门，以防有人下车后忘记关门，他们还一直在思考机器人出租车如何进入封闭社区或停车场，也许需要一个可以按下按钮或拿取停车券的机械手臂。
And back to the internal debate, no surprise Elon was pushing for all in Robotaxi but most of the engineers were going for the safer, more conventional option. Some were of last year August 18th they had a meeting to figure it out. Elon's had suggested that Tesla makes a car that had a steering wheel and pedals that could be easily removed so once the regulatory environment is set and they solve for autonomy, they can just take them off.
回到内部的辩论，毫不意外的是，埃隆坚持全力发展无人出租车，但大多数工程师则倾向于更安全、更传统的选择。他们去年8月18日就此进行了一次会议。埃隆提议特斯拉制造一辆配备方向盘和踏板的车，这些装置可轻松移除，一旦监管环境成熟并解决了自动驾驶问题，他们就可以将其取下。
Elon was not having it, he said no, no mirrors, no pedals, no steering wheel. This is me taking responsibility for this decision. Let me be clear, he said, this vehicle must be designed as a clean Robotaxi, we're going to take that risk. It's my fault if it F's up, but we're not going to design some sort of amphibian frog that's a halfway car. We are all in on autonomy.
埃隆坚决不同意，他说不，没有后视镜、没有踏板、没有方向盘。这是我对这个决定负责。让我明确一点，他说，这辆车必须被设计成一辆干净的机器人出租车，我们要承担这个风险。如果出了问题，那是我的错，但是我们不会设计出一种类似两栖青蛙的半路车。我们完全投身于自动驾驶技术。
A few weeks later, as they were rolling with that decision, Elon on the phone said this will be a historically mega revolutionary product. It will transform everything. This is the product that makes Tesla a $10 trillion company. People will be talking about this moment in 100 years.
几周后，当他们对这个决定充满信心时，埃隆在电话中表示，这将是一个具有历史意义的超级革命性产品。它将改变一切。这个产品将使特斯拉成为一个价值10万亿美元的公司。人们将在100年后仍然对这个时刻津津乐道。
What did I just say earlier this week? Sometimes it's a superpower being able to change your mind. Well, that's exactly what happened. After that meeting though, Franz and his engineers kept putting bugs in Elon's ear trying to convince him to build a more traditional vehicle. Lars said we brought him new information that maybe he wasn't fully digesting over the summer. Even if self-driving vehicles were approved by regulators in the US, it would be years before they were approved internationally. So it made sense to build a version of the car with a steering wheel and pedals.
我刚刚这个星期说了什么？有时候能够改变主意是一种超能力。嗯，这正是发生的事情。不过，在那次会议之后，弗兰茨和他的工程师们一直在对埃隆说些话，试图说服他建造一辆更传统的车辆。拉斯说，我们给他带来了一些新的信息，也许他暑假期间没有完全消化。即使自动驾驶车辆在美国的监管部门批准了，也需要数年时间才能在国际上得到批准。因此，构建一辆带有方向盘和踏板的汽车是有道理的。
All along throughout these debates, Elon thought the Robotaxi would make this other more traditional car unnecessary, but Franz quietly kept it alive as a shadow project in his design studio. Then September 2022, the lieutenants got together for a secret meeting and they presented data showing in order for Tesla to grow 50% per year, it needed to have an inexpensive small car. The global market for a car was huge, by 2030 there might be up to 700 million of them, almost twice as many for the Model 3 and Y category.
在这些辩论中始终如一，埃隆认为机器出租车将使这款传统车变得不必要，但弗朗茨在他的设计工作室里悄悄地将它作为一个影子项目保持了下来。然后到了2022年9月，副官们聚集在一起进行了一次秘密会议，并呈现出数据，显示为了让特斯拉每年增长50％，它需要拥有一款廉价的小车。全球汽车市场巨大，到2030年可能会达到7亿台，几乎是Model 3和Y类别的两倍。
And this is the meeting where they showed Elon that the Robotaxi and a more traditional $25,000 car could be made on the same assembly lines on the same platform. After the meeting, Elon was unenthusiastic about the $25,000 car saying it's really not that exciting of a product. His heart was in transforming transportation through Robotaxis. But over the next few months, things changed.
这次会议上他们向埃隆展示了机器出租车和一个更加传统的价值2.5万美元的汽车可以在同一装配线上、在同一平台上制造的可能性。会议结束后，埃隆对价值2.5万美元的汽车并不热衷，称其并不是一个令人兴奋的产品。他的心在于通过机器出租车来改变交通方式。然而，在接下来的几个月里，情况发生了变化。
At a design meeting February of this year, Franz had both the $25,000 car and the Robotaxi design side by side. Both had a cyber truck futuristic feel. Elon loved the designs. When one of these comes around a corner, he said, people will think they're seeing something from the future.
在今年2月的一次设计会议上，弗兰茨将2.5万美元的汽车和无人出租车的设计并排摆放。两者都具有未来感和科幻感的特点。埃隆非常喜欢这些设计。他说，当其中一辆出现在街角时，人们会认为他们看到了未来的东西。
And that's when the new mass market vehicle, both with a wheel and as a Robotaxi became known as the next gen platform. And then that's when we heard about Gigamexico, but the more Elon and team thought about that, that wasn't the best option. Elon always believed Tesla's design engineers needed to be located right next to the assembly line rather than allowing manufacturing to be done at a remote location.
那时候，新的大众市场车辆，既有方向盘，又可作为Robotaxi使用的汽车被称为下一代平台。然后，我们听说了Gigamexico，但是埃隆和团队越想，觉得那不是最好的选择。埃隆一直认为特斯拉的设计工程师需要位于装配线旁边，而不是允许制造在远程地点完成。
This way, engineers can get instant feedback on how to design innovations that would improve the car and make it easier to manufacture. Elon said Tesla engineering will need to be on the line to make it successful and getting everyone to move to Mexico is never going to happen. So may of this year, Elon changed the initial build location for the next generation cars and Robotaxis to Austin where his own workspace and that of top engineers would be right next to the new high speed ultra automated assembly line.
这样，工程师们可以立即获得反馈，了解如何设计能够改进汽车并使其更易于生产的创新。埃隆说，为了使特斯拉取得成功，工程部门需要投入到生产线上，而让每个人都搬到墨西哥是不可能的。因此，今年5月，埃隆决定将下一代车辆和机器人出租车的初步制造地点改到了奥斯汀，这样他自己的工作区和顶级工程师的工作区就可以紧邻全新的高速超自动化装配线了。
So it sounds like the next gen platform will make its debut in Austin potentially in the current factory that's there now without needing a new building somewhere else near it in Austin.
听起来下一代平台有可能会在奥斯汀首次亮相，而且可能会在现有的工厂内进行生产，无需在附近新建一个新的建筑。
And yes, if I'm reading this correctly, it sounds like these lines for the next gen platform are already existing to some degree.
是的，如果我理解正确的话，听起来好像这些用于下一代平台的线路已经存在一定的程度了。
Throughout the summer of this year, Elon spent hours each week working with his team to design each station on the line, finding ways to shave milliseconds off each step and process.
在今年的夏天，埃隆每周花数小时与他的团队一起工作，设计线路上的每一个站点，并找到方法来缩短每个步骤和流程的时间，即使只是毫秒级的优化。
As Elon has done in the past, he knew there was something just as important as the design of the project, the design of the manufacturing systems that would build the products at high volume.
正如埃隆过去所做的那样，他知道除了项目的设计之外，制造系统的设计同等重要，因为这将以高产量生产产品。
So what does all of this mean? Well, we could see a Robotaxis and a $25,000 Tesla much sooner than we thought. Rather than waiting a year or two for Gigamexico to be built, we just learned Tesla is already working on the next gen manufacturing lines in Austin.
那么这一切意味着什么呢？嗯，我们可能比预期的要早见到Robotaxis和售价为25000美元的特斯拉。不必再等待一两年来建立Gigamexico工厂，我们刚刚得知特斯拉已经在奥斯汀市正在研发下一代生产线。
So now the Gigamexico delays become much more of an afterthought than a potential deal breaker. I bet we get an unveil event for these two products sometime next year, and perhaps by 2025 or 2026, we could begin to see some production of these next gen vehicles.
现在，Gigamexico的延迟变得更多是次要问题，而非可能的交易破裂。我打赌明年我们会看到这两款产品的发布活动，也许到2025或2026年，我们可以开始看到一些这些下一代车辆的生产。
Tesla will use these trial lines with the new unboxed automated lines in the current factory in Austin. Tesla will need to do plenty of testing here and this is going to be an entirely new method of making a vehicle. Presumably with Optimus accounting for at least a portion of the automation of these lines.
特斯拉将在奥斯汀的现有工厂中使用这些试验生产线与新解压缩自动化生产线配合使用。特斯拉将在这里需要进行大量测试，因为这将完全是一种制造汽车的全新方法。可以预想，Optimus将至少部分用于自动化这些生产线的操作。
It's really encouraging to hear Tesla will be rolling out a more affordable vehicle with wheels, pedals and mirrors as not everyone is going to want to live a Robotaxi life right away, summoning a vehicle every time they just want to run to the store.
听到特斯拉即将推出一款更实惠的车型，配备轮子、踏板和后视镜，真是令人鼓舞。毕竟，并不是每个人都想马上过上完全依赖无人驾驶出行的生活，他们只是想去店铺买东西，不需要每次都叫一辆汽车。
And there will be others who just aren't ready to trust a new technology with their lives and we have all of the regulatory hurdles that Franz had mentioned too.
还有其他人可能还没有准备好将自己的生命托付给新技术，而且我们还要面临弗朗茨提到的所有监管障碍。
But these vehicles on one platform will yield great cost savings, faster manufacturing times, more shared parts and better economies of scale and more flexibility to pivot as the market warrants.
但是，在同一平台上的这些车辆将带来巨大的成本节约、更快的制造时间、更多的共享零部件、更好的规模经济以及更灵活地根据市场需求进行调整的能力。
So now Gigamexico will be the factory where Tesla imports all of their learnings from the trial production in Austin. Since Tesla will need time to work on the new manufacturing lines and designs, this gives Gigamexico time to work through the permitting and the construction.
现在Gigamexico将成为特斯拉从奥斯汀的试生产中引入全部经验的工厂。由于特斯拉需要时间来研发新的生产线和设计，这给了Gigamexico时间来处理许可和建设事宜。
And then just like Tesla did with them model 3, they'll export their learnings and Gigamexico will start off with refined lines and techniques.
然后就像特斯拉对Model 3所做的那样，他们将输出他们的学习成果，Gigamexico将以经过改进的生产线和技术开局。
So while Gigamexico will still be the plant for mass market volume production of these vehicles, we could see some early official production coming out of Austin first.
因此，虽然Gigamexico仍将是这些车型的大规模市场生产工厂，但我们可能会在奥斯汀先见到一些早期的正式生产。
这句话的意思是，在Gigamexico这个工厂将继续负责大规模市场生产这些车型之际，我们可能会在奥斯汀先看到一些早期的正式生产。
What's more profound than the news of the next gen platform though is how committed Elon still really is. That line about Elon spending hours each week to shave off milliseconds of each process and step is just incredible.
比下一代平台的消息更加深刻的是埃隆的执着。埃隆每周花几个小时来削减每个过程和步骤的毫秒的那句话令人难以置信。
As Elon said replying to Jason, Tesla is still hardcore after all of these years and Elon doubts there's a harder working company of Tesla's size in the world.
正如埃隆回复杰森所说，特斯拉在这些年来依然是一家核心的公司，埃隆怀疑在全球范围内，没有一家跟特斯拉这样规模的公司更加努力工作。
You guys have heard me say it 100 plus times but it's core to who Tesla is. Constant innovation like they're on the verge of going bankrupt or being disrupted. It's just a culture of the company that's been built and this cannot be duplicated or replicated overnight.
你们听我说了100多次，但这是特斯拉核心的一部分。不断创新，就像他们处于破产边缘或被打破的边缘一样。这仅仅是公司建立起来的一种文化，无法一夜之间复制或复刻出来。
So yeah to everyone out there even many in the Tesla community that like to argue Elon is distracted with X and not focused on Tesla, come on now, it's just not true.
所以，对于所有那些乐于争论埃隆与X事务分心而不专注于特斯拉的人，包括特斯拉社区的许多人，拜托了，这个说法就不符合事实。
Now I will say I've been on the record as saying one of the bigger risks to Tesla was if the more affordable vehicle is too polarizing or too futuristic and now we've been told it will have a cyber truck futuristic feel.
现在，我要说的是，我一直认为特斯拉面临的较大风险之一是，如果更实惠的车型过于极端或过于 futuristi ，我们刚刚得知，它将具有飞行汽车 futuristi 感觉。
Now yes this doesn't mean it has to have sharp angles and a planar polarizing design but clearly Elon wants it to be differentiated from any other car.
现在是的，这并不意味着它必须具有锐利的角度和平面偏振设计，但显然埃隆想让它与其他任何汽车有所区别。
If Tesla wants to sell millions of this car every year it's going to have to have mass market appeal. Buying a car is just a very personal choice.
如果特斯拉想要每年销售数百万辆这款车，那么它必须具备大众市场吸引力。购买一辆车只是一个非常个人的选择。
We know it'll have industry leading specs but a car is an extension of our personalities and our tastes so we'll see what Tesla comes up with.
我们知道它将具备行业领先的技术规格，但车辆是我们个性和品味的延伸，所以我们拭目以待特斯拉会带来什么。
I will say though if history is our guide they'll get it right, they understand the task at hand and Franz and Elon really don't miss.
不过，我要说，如果以历史为参考，他们会做对的，他们明白手头的任务，弗朗茨和埃隆基本不会失误。
Publicly we've heard Elon mention a $4 trillion valuation as the unspoken target for Tesla stock over the next 5-7 years but in this excerpt we learn that he has $10 trillion in mind once this next gen platform becomes a reality and is humming at scale.
公开场合下，我们听到埃隆提到特斯拉股票在未来5-7年内可能达到4万亿美元的估值，但在这段摘录中我们了解到，一旦下一代平台成为现实并以大规模运作，他心目中的目标是10万亿美元。
Clearly the importance of these two vehicles cannot be overstated.
很明显，这两个载具的重要性不可低估。
So we still have a lot to learn and it should go without saying but this is some of the biggest and most exciting news we've heard all year.
我们还有很多东西要学习，这是一些我们今年听到的最重大和最令人兴奋的消息，无需多言。
The implications of the next gen platform are massive to the tune of trillions and it may be a lot closer than we were previously expecting.
下一代平台的影响之巨，可能高达数万亿，而且它可能比我们之前预计的时间要近得多。
And how about this one on the Tesla Motors Club forum we have a user posting some pictures saying the installer said this was only the third Powerwall 3 he's done so far. Then to confirm it, replying to Sawyer, Elon said Powerwall 3 is optimized for ease of installation and high power which means a single Powerwall can serve as an uninterruptable power supply or UPS people will call it for most homes. This is a big deal for ensuring that the lights stay on and you can power all of your devices in the event of a power outage.
在特斯拉汽车俱乐部论坛上，有一名用户发布了一些图片，声称安装工人告诉他这已经是他做的第三个Powerwall 3了。为了确认这一点，埃隆回应索耶尔时表示，Powerwall 3经过优化，便于安装且功率高，这意味着一个Powerwall可以成为大多数家庭的不间断电源或UPS（不间断电源装置）。这对于确保灯光通电并能支持所有设备在停电时使用是重要的。
So the Powerwall 3 is here. We don't have any update on pricing or any of that. I don't know if we're going to get a Powerwall 3 event but maybe they just start transitioning over in the background. And what I could find online it looks like you can vary the output power from 5.8 to 11.5 kilowatts based on the breaker and wiring sizes. The poster of this info did say the circuit breaker in the backup gateway 2 that was connected to the Powerwall 3 was 60 amps.
所以，Powerwall 3终于来了。关于定价和其他方面的更新我们还没有消息。我不知道我们是否会有Powerwall 3的发布活动，但也许他们会悄悄地开始转向新版本。我在网上找到的信息显示，根据断路器和布线尺寸，输出功率可以在5.8到11.5千瓦之间变化。发布这些信息的人说，与Powerwall 3连接的备用网关2的断路器为60安培。
And it should be noted the higher output power will allow owners to use higher capacity things, think about AC, but then the variability could allow for more flexibility so as to not waste that extra power. The poster said the size is about 43 inches by 24 by 7 so it is slightly smaller than the previous version. It weighs 286 pounds which drops it in between the Powerwall plus at 344 pounds and the Powerwall 2 at 251 pounds. It appears to have the same 13.5 kilowatt hour capacity as the Powerwall 2 and Powerwall plus and many people out there are suggesting it uses LFP cells but personally I'm not ready by any stretch to say that that's official. The plate image we got just says lithium ion which could of course encompass LFP as well.
值得注意的是，更高的输出功率将使用户能够使用更高容量的设备，比如空调，但是可变性可以提供更灵活的选择，以免浪费那些额外的能源。海报中提到，尺寸约为43英寸 x 24 英寸 x 7 英寸，因此略小于先前版本。它的重量为286磅，介于Powerwall Plus（344磅）和Powerwall 2（251磅）之间。它的容量似乎与Powerwall 2和Powerwall Plus的13.5千瓦时相同，有很多人认为它使用了LFP电池，但我个人并不准备断言这是官方说法。我们获得的板子图片上只说是锂离子电池，当然也可能包括LFP电池。
So it sounds like the main differences in performance are the higher peak power output being potentially double that of the 5 kilowatts from the Powerwall 2 and the fact that Elon is claiming this is a UPS for most homes. On the older versions some people would still experience a quick switch over period meaning appliances and devices would go out temporarily which should not happen with the 3. And of course the install times should be much faster and the Powerwall 3 does contain the inverter. I wish I could give you guys more information on this right now but we're only working with a few pictures of one install so hopefully in the weeks ahead we get some more official info.
所以听起来，性能上的主要区别在于峰值功率输出更高，有可能是Powerwall 2的两倍，并且埃隆声称这是大多数家庭的UPS。在旧版本中，一些人仍然会遇到快速切换的时期，导致电器和设备短暂断电，这在Powerwall 3中不会发生。当然，安装时间应该更快，Powerwall 3中还包含逆变器。我希望我现在能给你们更多关于此的信息，但我们只有一些一个安装的图片，希望在接下来的几周内我们能获得更多官方信息。
Don't quote me on this and things like this are always subject to change based on supply and demand but there are some people online that are saying you can buy the Powerwall 3 stand alone meaning you can buy it without getting solar to go with it. I'd also add there's still a good chance some new Powerwall customers are getting the Powerwall plus. It's still on the website they're still offering $500 rebates for each new Powerwall so maybe these Powerwall 3 installations of which there have been 3 are more in a test employee people Elon knows type of capacity. On Tesla's website they still only have Powerwall plus and Powerwall and for the regular Powerwall or Powerwall 2 they still have the 5.8 kilowatts of continuous power.
别引用我说的话，这类事情总是受供需影响变化无常，但有些人在网上声称你可以单独购买Powerwall 3，这意味着你可以不用搭配太阳能板也能购买它。同时我要补充一点，仍然有很大可能有新的Powerwall客户购买的是Powerwall plus。网站上仍然提供每台新购买的Powerwall可享受500美元的减免，所以也许这些已经有3个安装的Powerwall 3只是作为测试员工或是伊隆认识的人的一种特殊情况。在特斯拉的网站上，他们仍然只有Powerwall plus和Powerwall两种选择，并且对于普通的Powerwall或Powerwall 2，他们仍然标明5.8千瓦的持续功率。
And correct me if I'm wrong but I'm pretty sure that KVA for all intents and purposes is the same as kilowatts. We got the domestic China sales figure for August 64,694. Plugging that data in turns out this is the best second month for domestic China sales of the quarter ever. Now let's not get too crazy because of course part of that is due to the lower export number for this month relative to prior months for the second month in a quarter. And we should get the official production number soon which will be interesting to see what's going on with the Model 3.
如果我错了，请纠正我，但我相信KVA（千伏安）和千瓦是一样的。我们拿到了中国国内销售数据，八月份销售量为64,694辆。将这些数据插入后发现，这是本季度国内销售量最好的第二个月。现在我们不要太疯狂，因为当然其中一部分原因是由于出口量相对较低，相对于上个季度的第二个月。我们应该很快得到官方的生产数据，看看Model 3进展如何，那将是很有趣的。
You may have heard about some of the changes in.32.1 like police vehicles display. Well shout out to Marcel because we got just that. What do we have here? Keep in mind with V12 the importance of the UI will be much less because Elon said it's essentially going to be more of an approximation of what the car is actually thinking than exactly what it's thinking. Either way though it's still cool to see the progress.
你可能已经听说过.32.1版本中的一些变化，比如警车显示屏。好吧，向Marcel大喊一声，因为我们就在这方面取得了成功。这里有什么？请记住，V12版本中用户界面的重要性将大大降低，因为埃隆说它实质上更多地是对车辆实际思考的近似，而非精确的思考方式。无论如何，看到进展还是很酷的。
Tesla may have made a change to their planned presence at the Detroit Auto Show coming up September 13th. As you can see in the section 4 corporate region supported vehicle displays Tesla which was on the list earlier this week is now nowhere to be found. Show officials are reporting there will be a few surprises added to the list. However if you scroll down it still says Tesla will offer EV experience indoor track ride alongs and street course ride and drives. Just like Tesla will be there in some capacity maybe just without an official display.
特斯拉可能对他们原计划参加于9月13日举行的底特律汽车展进行了更改。从第4部分公司区域支持的车辆展示可以看出，特斯拉本周早些时候还在名单上，现在却完全找不到他们的身影。展会官方表示，将有一些意外惊喜被加入名单中。然而，如果你向下滚动，还是有提到特斯拉将提供室内赛道体验、街道试驾和驾驶的经历。就像特斯拉会以某种形式出现在那里，可能只是没有官方展示。
The UK has just opened its largest public EV charging hub with 30 ultra fast 150 kilowatt bays and 150 not so fast 7 kilowatt charging points. Meaning 180 EVs can charge simultaneously. Good to hear it's powered by renewables including a rooftop solar canopy at the site. This is a joint venture between BP pulse and the NEC group.
英国刚刚开设了最大的公共电动汽车充电枢纽，配备30个超快速的150千瓦充电位和150个不那么快的7千瓦充电设备。这意味着180辆电动汽车可以同时充电。令人高兴的是，该充电站采用可再生能源供电，包括车顶太阳能遮篷。这是BP Pulse和NEC集团的合资项目。
Lotus just revealed the 2024 EMEA electric hypercar going 0-60 in under 3 seconds. This car is supposed to go into production in early 2024 and it's supposed to compete with cars like the Audi E-Tron GT and the Porsche Ticon. Lotus really didn't give us any specs but they did say it should be broadly similar to Lotus's first EV the Eletra which got around 310 miles of EPA range. More information set to come in the fourth quarter of this year. Lotus did however say it can accept up to 350 kilowatt charging speeds.
莲花刚刚揭示了2024年度EMEA电动超级跑车，其0至60英里/小时加速时间低于3秒。这款车预计将在2024年初投产，并与奥迪E-Tron GT和保时捷Taycan等车型竞争。莲花没有透露太多规格，但他们表示该车应与莲花的首款电动车Elettra相似，后者的EPA行驶里程约为310英里。更多信息将于今年第四季度公布。莲花还表示，该车可以支持高达350千瓦的充电速度。
You know that theme I've been harping on all year Chinese automakers invading the European market? Well twice as many Chinese car makers were at exhibits at the Munich Auto Show this year compared to 2021 occupying almost two thirds of the floor space.
你知道我整年一直强调的那个主题吗？中国汽车制造商入侵欧洲市场。嗯，今年慕尼黑车展上，与去年相比，参展的中国汽车制造商数量增加了一倍，占据了近三分之二的展示面积。
Thomas Ingenloth said it's always a big threat when other people catch up. Other countries have found an edge to technology which legacy car makers might have ignored for too long. The question is always how fast can you react? This is the type of response you love to hear not like what we talked about from VW yesterday. An operations chief at Stellantis said we have to fight. We must be very careful because when you have a new technology somebody who has already invested for some time in this technology there's probably a lack of competitiveness. That's dangerous and we have to fight and make sure that we are coming back to a competitive situation.
Thomas Ingenloth表示，当其他人追赶上来时，这总是一个巨大的威胁。其他国家已经找到了传统汽车制造商可能长期忽视的技术优势。问题始终是你能多快做出反应？这是你希望听到的回应类型，不像昨天我们从大众汽车讨论的那样。Stellantis的一位运营负责人表示我们必须奋战。我们必须非常小心，因为当你拥有一项新技术时，那些已经投资了一段时间的人可能缺乏竞争力。这是危险的，我们必须奋战并确保我们回到一个竞争的局面。
Ingenloth said I'm not so much afraid of the price position speaking of the Chinese. I'm much more afraid of the kind of technology they bring whether they're somewhere ahead of us that is unreachable. That would be frightening. Either way this will be a very fun battle to watch in the years ahead.
英格洛思说：“我并不是非常担心中国在价格方面的地位。我更担心他们带来的技术水平，是否超越了我们无法追及的程度。这会令人害怕。不管怎样，这将是一场非常有趣的战斗，我们将在未来几年中见证。”
The Stellantis technology chief just said EV batteries were just too heavy making vehicles not compatible with sustainability purposes. So what I have in mind and a very hard goal for my team by 2030 is to change the battery weight to at least 50% lighter battery. Even more encouraging he said however he really had no idea what the battery of the future will look like. We'll have to think about completely new materials, new chemistry, a new way of replacing this heavy heavy heavy materials to something much lighter. I hate to sound like a broken record but are they not seeing Tesla doing just fine with the current heavy batteries?
Stellantis技术主管刚刚表示，电动汽车电池太重了，使得车辆不符合可持续发展的目的。因此，我对自己的团队有一个非常艰巨的目标，希望到2030年将电池重量减轻至至少50%。更让人鼓舞的是，他表示实际上对未来的电池样式一无所知。我们需要考虑全新的材料、新的化学成分，以及用更轻的材料完全替代这些又重又重的物质的新方法。我不愿意反复唠叨，但难道他们没有看到特斯拉用目前的重型电池做得很好吗？
From cars direct and a bulletin sent to dealers Ford is set to bring Apple Maps EV routing to the F-150 Lightning EVs before the end of this year. The Maki has had this feature and now the F-150 Lightning will join in Q4. This means Ford will have two of the three vehicles that currently are using Apple Maps EV routing, the third being the Porsche Ticon.
据汽车直销和一份发给经销商的公告，福特计划在今年年底之前为F-150 Lightning电动车引入苹果地图的电动汽车路径规划功能。Maki已经具备了这个功能，现在F-150 Lightning将在第四季度加入。这意味着福特将拥有当前使用苹果地图电动汽车路径规划功能的三辆车中的两辆，其中第三辆是保时捷蒂康。
Rivians finance chiefs said they will benefit late this year and in 2024 from a significant deflation for battery material prices, a theme we've touched on all week. She said falling commodity prices will likely be felt in the fourth quarter of the year and into next year.
Rivian的财务负责人表示，他们将从2022年底和2024年的电池材料价格显著下降中受益，这是我们这周一直关注的主题。她表示，商品价格下降可能会在今年第四季度以及明年继续产生影响。
This should sound familiar because we touched on earlier this year that Tesla would be involved for the first time and the North American Council for freight efficiency is running its run on less electric depot. This virtual showcase will track information on charging infrastructure, cost of ownership, truck performance, charge management and other metrics for three weeks. We talked about the importance of this event earlier this year and yes most likely all eyes will be on Tesla as the newcomer to the event and PepsiCo's Tesla fleet will make up one of 10 fleets participating in the event which is focused on sharing information about scaling EV fleets at depots.
这应该听起来很熟悉，因为我们在今年早些时候提到了特斯拉将首次参与北美货运效率委员会主办的低电力车场活动。这个虚拟展示将在三周内跟踪有关充电基础设施、拥有成本、卡车性能、充电管理和其他指标的信息。我们在今年早些时候谈到了这一活动的重要性，很可能所有人的目光都会聚焦在刚加入活动的特斯拉身上，百事可乐公司的特斯拉车队将成为参与该活动的10个车队之一，该活动专注于分享关于扩大电动车队在车场的规模化信息。
From September 11th through the 30th a virtual dashboard will monitor 21 trucks installed with tracking equipment that will show miles driven types of deliveries made and their states of charge at different points throughout the day. The executive director of this event said a lot of people will be watching that Tesla send my not by the day maybe by the hour. Are they getting the 400 to 500 miles that Elon said. The time has come for Tesla to show the heavy trucking industry what they're all about.
从9月11日到30日，一个虚拟仪表板将监测21辆装备有追踪设备的卡车，该设备将显示每天不同时间段内所行驶的里程数、交付类型以及电池电量。此活动的执行主任表示，许多人将围观特斯拉的表现，或许不是每天，但可能是每小时。他们是否能够达到埃隆所说的400到500英里的行驶里程。特斯拉已经到了向重型卡车行业展示其实力的时候了。
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希望你们度过一个美好而安全的周末。你可以在下方链接找到我。如果你喜欢这段视频，请给它点赞，同时非常感谢所有支持我Patreon的人。