Signs of Despair Everywhere / Tesla's "World Class" Loyalty / Powerwall 3 FAQ ⚡️
发布时间 2023-09-13 23:08:52 来源
Welcome to Electrified, it's your host Dylan Loomis. Click shout out to my newest patron Bradley A. Thank you for choosing to support the channel.
欢迎来到《电动化》，我是您的主持人迪伦·卢米斯。特别感谢最新赞助者布拉德利·A。感谢您选择支持本频道。
Listen, I'll be honest, I could argue both sides of this one, but after hearing these comments from UAW President Sean Fane, very curious what you guys think. Whether you're going to be able to compete on a relative basis with Aline and Mean Tesla when you're asking for a 40% increase in wages. It just doesn't.
听着，我会诚实地说，我可以争论这个问题的两方面，但在听到UAW主席肖恩·费恩的这些评论之后，非常想知道你们的想法。当你们要求提高40%的工资时，你们是否能够与Aline和特斯拉相对竞争。这实在是不合理。
Well, competition is code word for race to the bottom. And I'm not concerned about Elon Musk building more rocket ships so he can fly into outer space and stuff. Our concern is working class people need their share of economic justice in this world. And you know, people want to talk about class warfare and say this is class warfare. Class warfare has been going on this country for the last 40 years. And the billionaire class has been walking away with everything while the working class has been scraping to get by paycheck to paycheck. And it's time that changes.
嗯，竞争是“下行竞赛”的代名词。我不担心埃隆·马斯克建造更多的火箭，这样他就可以飞到外太空之类的事情上去。我们关心的是工人阶级需要在这个世界上分享经济公正。你知道，人们想谈论阶级斗争，并说这就是阶级斗争。阶级斗争在过去40年中一直存在于这个国家。而亿万富翁阶级一直拿走了一切，而工人阶级则努力维持生计。现在是时候改变了。
I mean, the EV transition billions, hundreds of billions of our taxpayer dollars are helping fund this transition. And labor cannot be left behind. Workers deserve their share of equity in this economy. To the latter point, totally agree. Workers deserve their share, but to the original question that he totally ducked, and for some reason talked about Elon and SpaceX, that's the real question. If these companies pay more to their workers over the long run, the question still remains, how are they going to compete with Tesla in a new EV world? Because the argument goes in the short term, short, the workers will get paid a bit more, but in five years, if those jobs are gone altogether because these companies can't find a way to offer a competitive EV with Tesla, then those jobs won't be there at all.
我的意思是，EV（电动汽车）的转型资金达到了数十亿美元，这些大量纳税人的钱都被用来支持这个转型。劳动力不能被抛下。工人们应该在这个经济中得到他们应有的权益份额。对于后一点，我完全赞同。工人们应该得到属于他们的那部分份额，但是对于他完全回避的原始问题，还有为何谈论埃隆和SpaceX的原因，这才是真正的问题。如果这些公司从长远来看给他们的工人支付更多的薪水，那么问题仍然存在，他们将如何在新的电动汽车领域与特斯拉竞争？因为论点是，在短期内，工人们会得到稍微多一点的薪水，但是如果五年后这些工作岗位全部消失，因为这些公司无法与特斯拉提供的竞争性电动汽车相比，那么这些工作岗位根本就不存在了。
In today's wages in 2023, when you hire in and get promoted a full time, you're making $10 an hour less than you were making in 2007. It's unacceptable. They could, I'll go back to this. They could double our wages, not raise a price of vehicles and still make billions in profits. To that point, Sean Fane has to know that these big three are still losing a ton of money on manufacturing EVs, and they're negotiating contracts for the manufacturing of new EVs. So as I've said before, yes, these companies are making profits now, but when that ice gravy train runs out, that's not going to be the case, and that's the future we're building for right now.
在2023年，当你开始工作并获得全职晋升时，你的工资比2007年要低10美元每小时。这是不能接受的。他们本可以将我们的工资翻倍，不提高车辆价格，仍然能赚取数十亿的利润。至于肖恩·费恩，他必须知道这三家大公司在制造电动汽车方面仍在亏损巨额，并且他们正在就制造新型电动汽车的合同进行谈判。正如我之前所说，是的，这些公司现在正在盈利，但当这条获利之路耗尽时，情况就不会如此，这正是我们现在正在为之建设的未来。
I could rant back and forth on this one for a while though, so let me know what you guys think. This one is a pretty big red flag to the severity of the situation, and if you're wondering why, it's because the EU is very reliant on selling cars in China, so now if they're considering raising the tariffs on Chinese imported vehicles, you know China's going to retaliate to some degree so that may ultimately weaken their position even further. Today, the European Commission launched an investigation into whether to impose punitive tariffs to protect EU producers against cheaper EV imports that they're arguing are benefiting from state subsidies. The Commission will have up to 13 months to assess whether to impose tariffs above the standard 10% EU rate for cars. Listen to this, the anti-subsidy investigation covers battery powered cars from China, and it includes non-Chinese brands which, yes, would include Tesla as well. Of course, the Chinese Chamber of Commerce has already responded and said that their sector's competitive advantage is not due to subsidies which is certainly up for debate.
我可以就这个问题进行一番讨论，但请让我知道你们的想法。这是情况严重性的一个明显红旗，如果你不明白原因，那是因为欧盟非常依赖于在中国销售汽车，所以现在如果他们考虑提高对中国进口车辆的关税，你知道中国肯定会采取一定程度的报复行动，可能进一步削弱他们的立场。今天，欧洲委员会启动了一项调查，以确定是否要对保护欧盟生产商免受廉价电动汽车进口的惩罚性关税。他们认为这些进口车辆受益于国家补贴。委员会将有最多13个月的时间来评估是否对汽车加征高于10%的标准欧盟关税。听着，反补贴调查涵盖了来自中国的电动汽车，包括非中国品牌，是的，也包括特斯拉。当然，中国商会已经回应说他们行业的竞争优势并不是由于补贴，这当然有争议。
The European Commission said China's share of EVs sold in Europe has risen to 8% and could reach 15% in 2025, noting prices are typically 20% below EU-made models. And we've been covering this story all summer, talking about companies like Renault aiming to slash their production costs for EVs by about 40%. But again, the main question is what type of backlash might the EU face from this whole thing and would they be better served, focusing on things at home like trying to lower electricity prices and reducing bureaucratic hurdles.
欧洲委员会表示，中国在欧洲销售的电动汽车市场份额已经上升到8%，预计到2025年可能达到15%，并指出中国电动汽车的价格通常比欧盟制造的车型低20%。而我们整个夏天都在报道这一故事，谈论像雷诺这样的公司如何将电动汽车的生产成本削减约40%。但问题仍然是，欧盟可能会面临什么样的反弹，他们是否更好地将注意力放在国内问题上，比如试图降低电力价格和减少官僚主义障碍。
Chinese state subsidies for EVs and hybrids were $57 billion from 2016 to 2022 according to ALIX partners. I also found it interesting the NEO CEO estimated that his company and Chinese peers had a cost advantage of as much as 20% over rivals like Tesla thanks to China's grip over the supply chain and raw materials. The thing is, even if this estimate from the EOC was accurate, it's not showing up in their bottom line. If you look at NEO's quarter to results, their net loss was still $835 million.
根据ALIX合作伙伴的数据，从2016年到2022年，中国对纯电动汽车和混合动力汽车的国家补贴总额达到了570亿美元。我还发现有趣的是，NEO的首席执行官估计，由于中国对供应链和原材料的控制，他的公司和中国同行与特斯拉等竞争对手相比，拥有高达20%的成本优势。然而，即使这个估计是准确的，但它并没有在他们的财务状况中体现出来。如果你看看NEO上季度的业绩，他们的净亏损仍然达到了8.35亿美元。
Back to the main story though, if you read between the lines, this is essentially the EU saying, we're behind the 8-ball, we know we cannot compete right now, so we need to try to slow down the competition in any way possible. The problem is, if they go through with this, there will undoubtedly be repercussions from China, a market that they're already very reliant on. From the financial times, we're still getting comments from the Munich Auto Show, while European manufacturers showed EVs coming to market in 2026 or 27, the Chinese had cars ready for the four courts. The sense was of an industry left behind, it took too long to get to the new reality. This from a rep at the center of automotive research, and he added, there was a long time when car makers said, we see the issue of battery electric vehicles, but we don't believe in it. We have the head of automotive at Oliver Wyman, a consulting firm saying, from an efficiency standpoint there's no doubt battery electric vehicles are the preferred technology, the industry needs to be decisive and go all in. And we have a rep from an industry think tank carbon tracker saying, thanks to indecisiveness and delay, they could now be a disrupted one. The industry was whistling as the darkness crept in, eventually you run into reality.
然而回到主要问题，如果你读懂了其中的含义，基本上这是欧盟在暗示，我们处于劣势，我们知道我们目前无法竞争，所以我们需要尽可能地试图减缓竞争的速度。问题在于，如果他们坚持这样做，无疑会引发中国的反弹，而他们已经非常依赖于中国市场。根据《金融时报》的报道，我们仍然可以从慕尼黑汽车展的评论中了解到，虽然欧洲制造商表示将在2026年或2027年推出电动汽车，但中国已经准备好了进入市场的汽车。人们感觉到这个行业已经被抛在了后面，它花了太长时间才适应这个新的现实。这是来自一位汽车研究中心的代表，他补充说，有很长一段时间汽车制造商说，我们看到了电池电动汽车的问题，但我们不相信它。我们还有一家咨询公司奥利弗·韦曼的汽车部门负责人表示，从效率的角度来看，毫无疑问电池电动汽车是首选的技术，这个行业需要果断行动并全力以赴。我们还有一位来自行业智囊团碳追踪者的代表说，由于犹豫和延迟，他们现在可能会成为受到破坏的行业。行业正在漫漫长夜中吹响口哨，最终你会面对现实。
From S&P Global, what do Tesla owners buy when they return to market? I bet you can guess the answer. S&P says, for a relatively new brand, Tesla is already building world-class loyalty numbers. And don't forget, in 2022, Tesla won all of these loyalty awards. They continue a whopping 59.9% of all Tesla Model S owners replace their cars with another Tesla. When it comes to the Model 3, the number is even higher at 72.8%. Over the last year, 40.3% of Model 3 owners that return to market for a new vehicle switched to a Model Y. And another 26.1% went for another Model 3. As for the hot selling Model Y, it has the highest model loyalty rate at 37.3%. Second place would be the Mustang Mach E at 18.5%. And yes, that's for electric cuvs. Tesla also has some Model S and X households downsizing to a Model 3 or Model Y as replacement vehicles. And once Tesla launches the Cybertruck, that'll give them another option in the lineup for more crossover. So how does a relatively new brand build world-class loyalty? It's pretty simple, you make world-class products.
根据S&P Global的数据，当特斯拉车主回到市场时，他们会购买什么？我猜你能猜到答案。S&P表示，对于一个相对新的品牌来说，特斯拉已经建立了世界级的忠诚度指数。而且不要忘记，在2022年，特斯拉赢得了所有这些忠诚度奖项。令人惊讶的是，59.9%的特斯拉Model S车主都会用另一辆特斯拉车来替换他们的车辆。而对于Model 3来说，这个数字甚至更高，为72.8%。在过去一年里，40.3%返回市场购买新车的Model 3车主选择了Model Y。另外26.1%选择了另一辆Model 3。至于热销的Model Y，它拥有最高的车型忠诚度率，为37.3%。第二名是野马Mach E，为18.5%。是的，这都是针对电动SUV来说的。特斯拉还有一些Model S和Model X的车主将车型缩小为Model 3或Model Y作为替代车辆。而一旦特斯拉推出Cybertruck，他们将在产品线中拥有另一个跨界选项。那么一个相对新的品牌如何建立世界级的忠诚度呢？很简单，你要制造世界级的产品。
I don't even need to comment on this one, I just want us all to sit here for a second or two and take it in. Looking at the share of new ED registrations by brand for January to July of this year. And yes, this is for the US market. The EU has announced 352 million euros in new funding for 26 projects to build new charging stations and hydrogen stations as well as to electrify ports and airports. The projects have already been selected and Tesla is the biggest beneficiary of this round of funding with a total of around 148.7 million euros for the construction of 7.1,000 charging points with an output of 250 kilowatts each at 687 locations in 22 countries. Doing the math, that's 42% of the funding amount available at the beginning going to Tesla. Some of that will be for new superchargers, some of that will be to replace the old ones. It should be noted they're saying the EU Commission still has to formally make the financing decisions. I know this document is very hard to see, but if you're interested in some of the other winners, I'll leave this on the screen so you can go ahead and zoom in. And scrolling down, you'll see the second tranche of funds going to Tesla through a subsidiary Tesla Poland. This story truly is a case of the rich getting richer.
我甚至不需要评论这个，我只希望我们都能坐在这里一两秒钟，反思一下。这是今年1月至7月新能源汽车注册量按品牌划分的份额。是的，这是针对美国市场的数据。欧盟宣布了3.52亿欧元的新资金，用于26个项目的建设，包括建设新的充电站和氢燃料站，以及电气化港口和机场。这些项目已经选定，特斯拉成为了此轮资金的最大受益者，总计获得了大约148.7百万欧元的资金，用于在22个国家的687个地点建设总共7.1万个充电点，每个充电点输出功率为250千瓦。按计算，这相当于最初可用资金总额的42%流向了特斯拉。其中一部分将用于新的超级充电桩，另一部分将用于替换旧的充电桩。值得注意的是，他们表示欧盟委员会仍需要正式做出融资决定。我知道这份文件很难看清楚，但如果你对其他获奖者感兴趣，我将把它留在屏幕上，你可以放大查看。往下滚动，你会看到通过特斯拉的子公司特斯拉波兰获得的第二部分资金。这个故事确实是富者恒富的一个案例。
And shout out to Strawburger for sharing this with me, but he pointed out on the Bofelist, or on that in a second, the 2024 Model 3 is coming in under 40,000 euros. First what in the world is Bofel? It's the Federal Office for Economic Affairs and Export Control. So if I'm understanding this correctly and there's nothing lost in translation, in Germany the maximum government bonus amount of 4,500 euro is paid if the new BEV's net list price is below 40,000 euro. So yes, the new Model 3 may qualify.
并向Strawburger表示感谢，因为他向我分享了这一点，他在Bofelist上指出，或者一会儿会解释一下，2024款Model 3的价格将低于40,000欧元。首先，在世界上什么是Bofel？它是联邦经济事务和出口管制办公室。因此，如果我理解正确并没有什么翻译上的错误，在德国，如果新电动汽车的净价低于40,000欧元，政府将支付最高4,500欧元的奖励金额。所以，是的，新的Model 3可能符合资格。
When you all spotted a highland Model 3 around SpaceX yesterday, I just wanted to clarify, no there's not an orange color, it was actually red, it was just distorted from the lenses.
昨天当你们在 SpaceX 附近发现了一辆高原款 Model 3 时，我只想澄清一下，它并不是橘色的，实际上是红色的，只是镜头导致了一些扭曲。
At the Detroit Auto Show, visitors will be able to see the S3XY lineup, but it's the older Model 3 and no Cybertruck.
在底特律车展上，参观者将能够看到S3XY系列车型，但只有老款Model 3而无Cybertruck。
Speaking of the Model 3, it appears that from the approved MIIT documents, the Model 3 Plus is going to be the official name for Project Island.
说到Model 3，从经过工信部批准的文件来看，Model 3 Plus将成为“岛屿计划”的官方名称。
Back to the Detroit Auto Show, it turns out no Tesla reps are actually there, it seems like the show just brought some of these Teslas on their own. And because Tesla did not have any reps there officially, Chris had to actually teach some of the drivers of these Tesla vehicles doing ride and drives, some features of the cars.
回到底特律车展，事实证明特斯拉公司没有派任何代表参展，看起来展会只是自己带来了一些特斯拉车辆。因为特斯拉没有正式派遣代表参展，克里斯不得不亲自教一些开车试乘这些特斯拉车辆的驾驶员一些车辆的功能特点。
A new phrase is popping up among German car executives, China Speed. That's how fast they feel they need to move to catch up to the Chinese car industry that's grown into a battery-powered juggernaut.
德国汽车高管中出现了一个新词汇，称为“中国速度”。这表示他们感到自己需要以极快的速度行动，以赶上中国汽车行业的迅猛发展，该行业已成为一个电池动力强大无比的巨头。
Here in Germany, the auto industry shrank by 3.5% in June compared with the previous month. That drag is slowing down German industrial production at large, would shrink by 1.5% during the same period.
在德国，与上个月相比，汽车行业在6月份下降了3.5％。这种拖累正在减缓德国整体工业生产的增长，同期将下降1.5％。
The debacle that is public EV charging outside of Tesla is now yielding some new funding to fix the situation. The US government plans to launch a $100 million effort to tackle the reliability issue and make public charging less annoying and more consistent.
公共电动车充电设施（除特斯拉外）一度陷入了一场灾难，如今却有一些新的资金流入用于解决这个问题。美国政府计划投入1亿美元的资金来解决充电的可靠性问题，使公共充电变得更顺畅、更一致，减少令人烦恼的情况。
The funding aims to repair and replace thousands of old or out of commission chargers. As we know, around one in five attempts at charging at a public station outside of the Tesla network is a bust. The money will target more than 6,000 existing chargers that are classified as temporarily unavailable.
这项资金旨在修复和更换数千个老旧或停用的充电器。众所周知，在特斯拉网络之外的公共充电站进行充电时，大约五分之一的尝试都失败了。这笔资金将主要用于修复超过6,000个被分类为临时不可用的现有充电器。
At latest count, according to government data, there are 150,000 public charging ports available, 34,000 of which are DC fast chargers. According to the data, some of the temporarily unavailable chargers might just be old, about 20% were installed before 2019, which in the grand scheme of things really is not that old.
根据政府数据最新统计，目前公共充电桩数量为15万个，其中快充桩为3.4万个。根据数据显示，一些暂时无法使用的充电桩可能只是比较老旧，大约有20%的充电桩是在2019年之前安装的，总体来说并不算太老。
Companies that report the information will have about one month to make sure their data is correct, which could lead to a ballooning of the temporarily unavailable list to try to qualify for funding.
报告信息的公司需要大约一个月的时间来确保他们的数据正确，这可能导致临时不可用名单的扩大，以尝试获得资金资格。
On one hand, this is great, we absolutely need to fix the problem. On the other hand, this is kind of like rewarding companies for doing shoddy work and not maintaining their own infrastructure.
一方面，这是件好事，我们绝对需要解决这个问题。另一方面，这有点像是奖励那些做糟糕工作、不维护自己基础设施的公司。
In case you saw that batch of 15 Tesla vehicles that were on fire the past few days in Germany, there was an anonymous letter according to Alex and a left-wing radical group has claimed responsibility for the arson of those 15 Teslas. This was in protest against Tesla and Elon Musk. This part is almost hard to read, in the letter they said, the corporation, Tesla, represents like no other, the ideology of green capitalism and the continuing global and colonial destruction. Presenting e-cars as a climate-friendly alternative is a cynical lie because of the origin of the components.
如果你看到了在过去几天里在德国着火的那批15辆特斯拉汽车，据亚历克斯透露，一封匿名信指出，一个左翼激进组织声称对这15辆特斯拉的纵火事件负责。他们抗议的对象是特斯拉和埃隆·马斯克。这部分内容几乎难以阅读，信中说，特斯拉这个公司代表了绿色资本主义和不断进行的全球和殖民破坏的意识形态，把电动汽车宣传为对气候友好的替代方案是一种讽刺的谎言，因为电动汽车零部件的来源。
Just real quick, from the run on less results we have the Tesla, just real quick from the run on less results we have the Tesla vehicle number 3 on day 2, doing 794 miles in one day with one charging session covering four deliveries. I've been looking for any detail on the payload and next big future did say the final reports will include data on the payloads.
非常简单地说，在我们拥有有限结果中，特斯拉在第二天取得了第三名，用一次充电行驶了794英里，完成了四次交付任务。我一直在寻找有关货物负载的详细信息，而未来大事件网站表示最终报告将包含有关货物负载的数据。
Tesla is set to make a pretty big move in Australia and the UK, but before we dive into it, it's important to know what this Tesla electric is all about. But today, I'm going to walk you through the benefits of Tesla's electric plan to save and make you money.
特斯拉计划在澳大利亚和英国采取一项相当重大的行动，但在深入探讨之前，了解一下特斯拉电动汽车的基本情况是很重要的。今天，我将带领大家了解特斯拉电动计划为您节省和赚取金钱带来的好处。
But did you know that Tesla actually created its own electricity plan for your Texas home? And when that's paired with a Tesla power wall, you're able to maximize savings from your system when it matters most. Tesla has been a growing and trusted name in the energy industry and their electricity plans are designed with one goal in mind, to power your home, vehicle, and community sustainably.
你可知道特斯拉实际上为你的德州住宅创造了自己的电力计划吗？并且当它与特斯拉电池墙配对时，你能够在最需要的时候最大限度地节省能源。特斯拉在能源行业中已经成为一个不断壮大和值得信赖的名字，他们的电力计划旨在可持续地为你的家庭、车辆和社区提供能源。
85% of the state falls under a deregulated territory, which means consumers can pick and choose which retail energy provider they would like to purchase energy from. There are no monthly customer fees or cancellation fees. You get compensated for your excess solar energy at a real-time wholesale rate. When Urkhan sends out calls for conservation, prices increase on the wholesale market and your batteries discharge energy into the grid and you get compensated handsomely for providing valuable services to the grid.
该州85%的地区属于解除管制领域，这意味着消费者可以自由选择购买能源的零售商。没有月费或取消费用。您可以按实时批发价格补偿多余的太阳能。当乌尔坎呼吁节约能源时，批发市场上的价格会上涨，您的电池会将能量放入电网，并且您将因为向电网提供有价值的服务而获得可观的补偿。
Not only will you save money on your electricity bill, but you can even make money with Tesla electric. Tesla allows you to decide just how much power you're keeping short inside your batteries or send off to the virtual power plant simply by sliding along your battery reserve right from your phone.
不仅能够减少你的电费，甚至还能通过特斯拉电动车赚钱。特斯拉允许你通过手机上的电池储备滑动控制，决定保留多少电力在电池中，或者将其发送到虚拟电站中。
Tesla actually gives your home the option to have unlimited nighttime charging for only $25 a month per vehicle. Currently, customers must have a Tesla power wall to qualify. Meaning if you have other battery backups, you won't be eligible for this plan. Luckily, more than 85% of Texas is in a deregulated area. So Tesla is looking to take that model from Texas and export it to Australia and the UK.
特斯拉实际上为您的家庭提供了每车每月仅25美元的无限夜间充电选项。目前，顾客必须拥有特斯拉储能墙才能符合资格。这意味着如果您有其他电池备份，您将无法享受此计划。幸运的是，超过85%的得克萨斯州处于解除管制区域。因此，特斯拉希望将该模式从得克萨斯州引入澳大利亚和英国。
Tesla already has licenses in South Australia to operate VPPs, but there are new applications lodged with the Australian energy market, signaling a much broader scope, and they're looking to do something similar in the UK. This seems like a perfect time for Tesla to do this as they could help to fill the gap created by the mass exit of Australia's aging coal-fired generators.
特斯拉已经在南澳大利亚获得了运营虚拟电力厂（VPP）的许可证，但他们已经向澳大利亚能源市场提交了新的申请，这表明他们的计划范围更广，并且他们也希望在英国采取类似行动。对特斯拉来说，现在似乎是个绝佳时机，因为他们可以帮助填补澳大利亚老化的煤电发电厂大规模退出所带来的空缺。
In its submission, of course, Tesla highlighted all of the software side benefits of Tesla energy and specific things when it comes to these orchestrated distributed energy resources. Tesla is considered to be far more advanced than its rival car makers, storage developers, and legacy utilities on all those fronts. And Tesla dominates the Australian EV market with around 60% of all EV sales to date.
在提交中，特斯拉当然强调了特斯拉能源在软件方面的所有优势，以及在这些混合分布式能源资源方面的特定事项。特斯拉在所有这些方面被认为比竞争对手汽车制造商、储能开发商和传统公共事业公司都更先进。此外，特斯拉在澳大利亚电动汽车市场占据主导地位，迄今为止销售的所有电动汽车中约有60%来自特斯拉。
In a recruitment drive in the UK, ahead of the launch of Tesla Energy there, the company highlighted its intention to disrupt the status quo and the legacy utility business as it has done in the global car market. It said it was looking for a new executive with a healthy skepticism of the status quo. An industry player said another wave of disruption ahead with a vertically integrated provider running energy services.
在英国进行一次人才招聘活动之际，特斯拉公司强调其意图在全球燃油市场所做的那样，颠覆现状以及遗留的公用事业业务，此次招聘旨在推出特斯拉能源。公司表示正在寻找一个对现状怀有健康的怀疑态度的高级管理人员。一位业内从业者表示，一个整合垂直领域的能源服务提供商将带来另一波颠覆。
Just a quick anecdote here on Tesla and India, Tesla plans to source components worth around $1.8 billion from India and last year 2022 already bought $1 billion of components from suppliers in India. So if this is accurate, Tesla is looking to nearly double its sourcing of components from Indian suppliers.
关于特斯拉和印度的一个小轶事，特斯拉计划从印度采购价值约18亿美元的零部件，并且去年已经从印度供应商那里购买了10亿美元的零部件。如果这个消息准确，那么特斯拉计划将几乎翻倍从印度供应商采购零部件的数量。
On the Tesla website, they now have updated information and pictures of the Powerwall 3. They do say that Powerwall 3 is coming for new orders in 2024. The Powerwall 2 is available today with the 3. It features an integrated solar inverter and supports larger system sizes. Here are the official specs for the Powerwall 3. I'm not going to read all of these to you. We covered a lot of these already, but go ahead and pause if you'd like. The Powerwall 3 is flood resistant to over 2 feet.
在特斯拉官方网站上，他们现在有关于Powerwall 3的更新信息和图片。他们表示Powerwall 3将在2024年开始接受新订单。Powerwall 2和3可以一同购买，其特点是具有集成太阳能逆变器并支持更大规模的系统。以下是Powerwall 3的官方规格。我不会为你逐一阅读所有规格，我们已经讨论了很多，但如果你愿意，可以暂停读一下。Powerwall 3能够抵抗超过2英尺的水淹。
Checking out the FAQ, no, the Powerwall 3 does not qualify for that $500 rebate. Again, it'll be available to customers starting in 2024. No word on pricing sounds like we won't find out until 2024. Powerwall 3 can't be added to Powerwall 2 or to your existing solar system, but yes, it can be added to other Powerwall 3 batteries. Powerwall 3 is not compatible with other solar inverters, so Tesla is going to keep the Powerwall 2 in its lineup for that exact reason. The 3 is covered by the same 10 year warranty and if you're in California and you are changing to a Powerwall 3, you need to enroll in the new net billing tariff.
在查看常见问题解答时，不，Powerwall 3不符合那500美元的折扣。再次强调，该产品将从2024年开始向顾客提供。关于价格还没有消息，听起来我们要等到2024年才会知道。Powerwall 3不能与Powerwall 2或现有的太阳能发电系统配套使用，但是可以与其他Powerwall 3电池配套使用。Powerwall 3不兼容其他太阳能逆变器，所以特斯拉将保留Powerwall 2以满足这个确切的需求。Powerwall 3的保修期为10年，如果你在加利福尼亚并且计划更换为Powerwall 3，你需要参加新的净结算价格制度。
And then they got the battery business, which is $6 billion a year and that's going to be up triple of the next three years and that's going to go up 30 times. There's been a lot made over the UAW and the potential strike that is facing the big three automakers here and what's been brought up is they have all of these EVs that they have to deal with. Their cost basis is quite a bit higher than Tesla. Way higher. And so every time they sell an EV, they sell one fewer gasoline core and the gasoline core, they make money on and the EVs, they lose money on.
然后，他们获得了价值每年60亿美元的电池业务，未来三年将增长三倍，即将增长30倍。最近针对美国三大汽车制造商UAW和潜在的罢工问题引起了很多讨论，他们面临的一个问题是必须处理所有这些电动汽车（EVs）。他们的成本基础比特斯拉高得多。高得很多。因此，每次他们销售一辆电动汽车，就意味着他们少销售一辆汽油车，而他们从汽油车中赚钱，而电动汽车则亏本。
The traditional OEMs are troubled right now and I think ultimately they're going to make metal, they're going to make the units and ultimately they're going to buy software from Tesla. Tesla is going to be like Intel inside of a software computer. That's going to be Tesla. Tesla's going to be everything that makes the car, all the inside is going to be Tesla. That's what's ultimately going to be licensed. When they introduce this Model 2, they're going to have the cost half of what it is right now, half. And they're going to sell the car for maybe a third less than what it is right now in its credits.
传统OEM厂商目前陷入了困境，我认为最终他们会开始生产金属车身、组装整车，并从特斯拉购买软件。特斯拉将成为软件电脑中的“英特尔”，将成为负责整车制造的一切方面的特斯拉。最终这将是可被许可的。当他们推出Model 2时，其成本将是目前的一半，仅为目前价格的三分之一。
So this is an Toyota almost bankrupted the whole automobile industry 20 years ago. Sadly, Ron got cut off right there, but I think we all know where he was going with that talking about Toyota almost bankrupt the auto industry with their innovations.
这是20年前，丰田曾经差点使整个汽车行业破产。遗憾的是，罗恩在此处被切断了，但我觉得我们都知道他想表达的是关于丰田通过创新几乎让汽车行业破产的事情。
What Tesla is about to do with this next gen platform? And they're saying that there's too many people seeking the jobs or whatever they say it is with too few people. And what Tesla has is last year or this year, I think they have three and a half million people seeking 30,000 jobs. Just a great reminder from Ron of the talent at Tesla. Not only there already, but every new year, the top talent that Tesla attracts with over 3.5 million job applications in 2022 alone. Tesla is choosing from the cream of the crop yet another story that only plays out in the long term.
特斯拉对于这款新一代平台将要做什么？他们说，有太多人在寻找工作或者他们认为有太少的人。而特斯拉去年或今年，他们有三百五十万人寻求三万个工作。这正是罗恩提醒我们特斯拉的天才人才。不仅已经有了，而且每年都有顶尖人才会被特斯拉吸引，仅在2022年就有超过三百五十万份求职申请。特斯拉在选择精英中，展现着长期的故事。
Elon was at the AI summit today and he was interviewed briefly after for the sake of brevity he just said that the consequences of AI go south are severe. The good news is that there is a consensus among people at that meeting that they all want some AI regulation. Elon does think at some point in the future there will be a regulatory body for AI.
埃隆今天参加了人工智能峰会，并在会后接受了简短采访。为了简洁起见，他只是简单地表示，人工智能失控的后果是严重的。好消息是，在会议上，与会者一致认为他们都希望对人工智能进行一些监管。埃隆认为在将来的某个时候，会有一个人工智能的监管机构存在。
From benchmark, Daimler truck is planning a $2-3 billion Gigafactory to produce LFP cells in the United States in a joint venture. Pairing up with Chinese battery producer EVE Energy, they'll have a 10% stake. The site for this factory has not been decided, but it should be decided in the next six months production is forecast to begin 2027.
根据参考指标，戴姆勒卡车计划与中国电池制造商电池公司（EVE Energy）合资，在美国建立一家20-30亿美元的超级工厂，用于生产LFP电池。双方将持有该工厂的10%股份。这个工厂的选址尚未确定，但预计将在接下来的六个月内确定，并计划在2027年开始生产。
We got a new interview with Thomas Ingenloth, CEO of Polestar who said they are not running after Tesla. He was asked what's more important volume targets or achieving EBIT margin of 9% he said the latter is much more important for us. They will not get into a price war to achieve volume targets like what Tesla is doing, they're definitely not running after Tesla. So Polestar is clearly more focused on being a premium luxury player, not focused on volume alone. Software caused delays for the Polestar 3 and he said that he was happy with the progress and how the car is maturing so yes it's getting there. For now Polestar is still in the investment phase but he said once the Polestar 2, 3, 4 and 5 are on the market which should be by 2025, it should be possible to make the money we need to finance our future and reward our shareholders.
我们采访了Polestar的CEO Thomas Ingenloth，他表示他们并不追求特斯拉。当被问到销量目标和实现9%的息税前利润率哪个更重要时，他说对我们来说后者更重要。他们不会像特斯拉一样陷入价格战以实现销量目标，他们绝对不会追赶特斯拉。因此，Polestar明显更专注于成为高级豪华车品牌，而不仅仅关注销量。软件问题导致了Polestar 3的延迟，他表示对进展和汽车的成熟度感到满意，所以它正在取得进展。目前，Polestar仍处于投资阶段，但他表示一旦Polestar 2、3、4和5进入市场（预计在2025年之前），我们应该能够赚取我们所需的资金，为我们的未来和股东提供回报。
Ford is planning to double the production of their hybrid version of their F-150 pickup as they grapple with slower than expected sales of its all electric vehicles. Ford expects to increase sales of the V6 hybrid model during the 2024 model year to about 20% in the US, they didn't release specific production figures but it likely equates to tens of thousands more of the hybrid vehicles.
福特计划将其F-150混合动力版的产量翻倍，因为其全电动车销售速度低于预期。福特预计在2024年型号年份，美国市场销售的V6混合动力车型将增长约20%。虽然他们没有发布具体的生产数据，但可能意味着混合动力车型的数量将增加数万辆。
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