Egregious Tesla Comments / Rivian's New Cost Cuts / Ford Layoffs Begin ⚡️
发布时间 2023-09-15 22:51:53 来源
The previous girl, Tesla, you are still short on, but using options, yes? We are. We're short the stock and we just think it's ridiculously overvalued.
之前那个叫特斯拉的女孩，你还是没有完全搞定，但是你们使用了期权，对吗？我们是这样的。我们手头上有空头股票，我们认为它被高估得荒谬。
Right, but betting against it has not worked out yet. What do you think of what's.
是的，但是迄今为止，押注反对它的结果并不理想。对于目前的情况，你有何看法？
I've noticed. Right, right. What do you think would prompt the market to be convinced of your take that Tesla is just a car company? Nothing more.
我注意到了。对，对。你认为是什么会让市场相信你的观点，即特斯拉只是一家汽车公司？没有更多。
And the Tesla story keeps changing, right? Every few months the Tesla faithful trot out a new. It's batteries. It's robo-taxis. Now it's AI.
特斯拉的故事一直在变化，对吧？每隔几个月，特斯拉的忠实拥趸就会提出一种新的理论。有时是关于电池，有时是关于自动出租车，现在则是关于人工智能。
And I'm a little bit amused having followed the company as long as we've been following it, that Tesla sort of admitted just recently, and it's full self-driving effort, that it had been pursuing sort of the wrong avenue in the seven years.
而且，作为我们一直以来一直在关注这家公司的人，我对特斯拉最近承认它在全自动驾驶方面走错路线感到有些好笑。这已经是七年了。
And that it's now going to a different type of software development for the next iteration of full self-driving beta. And so I'm just sort of wondering, this technological leader just told you that they basically were doing the wrong thing for seven years.
同时，他们现在将针对完全自动驾驶beta的下一个版本，采用一种不同类型的软件开发方式。所以我只是在想，这个技术领导者刚刚告诉您，他们在过去的七年里基本上做错了事情。
Now my problem with that is, is they've been selling it as a product. They've been selling full self-driving for 2016. It doesn't exist. And so, you know, this is a company that has gotten a wide berth from regulators.
现在我对此的问题是，他们一直在将其作为产品销售。他们一直在以2016年全自动驾驶的名义进行销售。但实际上它并不存在。而且，你知道，这家公司对监管机构一直得到了广泛的容忍。
Welcome to Electrified. It's your host, Dylan Loomis. Quick shout out to my newest patron Jay. Thank you for choosing to support the channel. What we all just heard has to be some of the most egregious misinformation I've heard in recent memory. I mean, is he serious? Doing the wrong thing for seven years when the truth is it was actually all of that work over seven years that allowed them to make this huge leap forward. This type of thing should be illegal because there are innocent bystanders who aren't in our Tesla bubble that will hear this and go along with it and then never invest in Tesla and miss out on the opportunity of a lifetime.
欢迎来到"电动世界"。我是主持人迪伦·卢米斯。特别感谢最新的赞助者杰伊。感谢您选择支持本频道。刚才我们都听到了一些极为错误的信息，这是我最近记忆中听到的一些最离谱的误导，我的意思是，他是认真的吗？在过去七年里做错事情，真相是实际上正是这七年来的所有努力让他们能够迈出这一巨大的飞跃。这种行为应该是违法的，因为会有那些不在特斯拉泡泡中的无辜旁观者听到后会信以为真并跟随这一错误观点，从而错失一生的机遇。
He then goes on to say FSD does not exist. Well, I think the 400,000 people that are currently using the product would disagree. And third, to say that Tesla has been given a wide berth from regulators insinuating that Tesla has freedom to do whatever they want is just factually incorrect. In reality, Tesla is the most scrutinized automaker because they're pushing forward technology the most as they should be.
然后他继续说全自动驾驶（FSD）不存在。嗯，我认为目前使用该产品的40万人会持不同意见。第三，暗示特斯拉拥有自由做任何事情的广泛余地，并说特斯拉从监管机构获得了宽松的限制，这实际上是错误的。事实上，特斯拉是最受审查的汽车制造商，因为他们在技术方面取得了最大的进展，这也应该是正常的。
But everything out of this man's mouth right here was just egregiously inaccurate and misleading. So if you have any family or friends that are watching this type of content, you need to make sure they're not getting fleeced.
这个人说的话完全是荒谬错误和误导性的。所以如果你有任何家人或朋友在看这种内容，你需要确保他们不会受骗。
I'll be honest, this is a pretty weird article for this update on Gigamexico. It's expected that today, Tesla will deliver the document that makes the start of the Gigafactory official. This document would be the letter of intent to formalize the installation and startup of Gigamexico. However, they're still saying the construction date has not yet been defined.
说实话，这篇关于Gigamexico的最新报道有些奇怪。预计特斯拉将在今天交付该文件，正式启动Gigafactory。这份文件将是表明安装和启动Gigamexico的意向书。不过，他们仍然表示建设日期尚未确定。
An unnamed source said today, Friday they gave us the letter. They told me nothing can be said until they have the letter that makes the end official, AKA the start of the Gigafactory. On an Instagram story, the state president shared that adjustments, access and mobility works will begin to be carried out. On those stories, he said my friends and colleagues from Tesla are very happy because they have their Gigafactory's in Austin and Fremont and they'll already have direct flights when they come here to settle. Let's start with everything.
一位不愿透露姓名的消息来源称，今天星期五他们给了我们这封信。他们告诉我在他们获得正式结束信（也就是吉加工厂开工的信）之前不能透露任何消息。州长在Instagram故事中透露，调整、接入和交通工作将开始进行。他在这些故事中说，特斯拉公司的朋友和同事们非常高兴，因为他们在奥斯汀和弗里蒙特都有他们的吉加工厂，当他们来这里安顿下来时，他们已经有了直达航班。让我们一切顺利开始吧。
The issue of water, it's treated water, of the train tracks, adaptations and access to the road, the highway to the plant, so pure good news, we are hitting with everything. And on Monday, the governor said he hosted some executives from Tesla to agree on the start up of the plant. Part of this article is trying to highlight these new routes and direct flights from different cities in the United States to Monterey ahead of this factory.
水的问题，是指火车轨道上的处理水，适应性和通往工厂的道路，通往工厂的高速公路，所以这是纯净的好消息，我们正在全力以赴。而且在周一，州长表示他接待了一些特斯拉的高管们，为工厂的启动达成了一致。本文的一部分旨在突出强调这些新路线以及来自美国不同城市直飞蒙特雷的航班，这些都是为了蒙特雷工厂。
The governor said the United States Aviation Agency has already returned Category 1 to Mexico and it'll consolidate Nuevo Leone as a regional airport hub, which will reportedly eventually lead to more flights to places like Austin and San Francisco. To clarify all of that, it looks like the governor is confirming they'll begin construction of roads for Gigamexico. Soon is certainly relative, but it sounds like things are definitely happening and we should see some developments in the weeks ahead.
州长表示，美国航空管理局已经将“1类国家”身份归还给墨西哥，并将把新莱昂州作为一个区域机场枢纽来巩固，据报道这将最终导致往返于奥斯汀和旧金山等地的航班增加。为了阐明这一切，看起来州长正在确认他们将开始为Gigamexico建设道路。很快当然是个相对的概念，但听起来事情肯定正在发生，我们应该在接下来的几周里看到一些进展。
YouTube channel Muddy Ruts, this video will be linked below, but we got a scoop on potential Cybertruck deliveries. Like most folks, I'd only seen pictures of the Cybertruck. Seeing it in person, I have to say, is a very impressive vehicle. I don't have any plans to purchase one, but I can definitely see why it would be very popular vehicle. According to the Tesla guy, deliveries of the Cybertruck should start in October. When we asked him about the price, he wasn't sure what the final price was going to be.
YouTube频道Muddy Ruts，这个视频将在下面链接，但我们掌握了Cybertruck可能的交付情况。和大多数人一样，我之前只看过Cybertruck的照片。亲眼见到它后，我必须说，这是一辆非常令人印象深刻的车辆。我没有购买的计划，但我完全能理解它为什么会成为非常受欢迎的车辆。根据特斯拉的人，Cybertruck的交付应该会在十月开始。当我们问他价格时，他不确定最终价格会是多少。
The Cybertruck reservation tracker stats have been making its rounds the past 24 hours reportedly over 2 million pre-orders now. I just wanted to remind everybody, this is totally unofficial, has nothing to do with Tesla directly. Just in case you like nerding out on this stuff, I'll have the tracker document linked below.
过去24小时，据报道，Cybertruck预订追踪器的统计信息已经引起了广泛关注，目前已有超过200万个预定。我只是想提醒大家，这完全是非官方的，与特斯拉没有直接关系。如果你喜欢纠结于这些事情，我会在下面提供追踪器文档的链接。
Looking at some data from Troy Tesla, we get an update on Tesla unwinding the delivery wave from Gigas Shanghai. If we compare quarter two of 2022, only 12% of Tesla's deliveries to Europe happened in the first two months of the quarter. Fast forward to quarter two of this year, that number has jumped to 48%. So most recently, we have roughly 50% of Tesla's deliveries in Europe happening in the first two months of the quarter, and the other 50% of course then in that third month. And remember, Tesla unwinding these delivery waves should in theory result in lower transportation costs, lower logistics costs, not having to pay extra for that expedited shipping.
看一下来自特斯拉的一些数据，我们可以了解到特斯拉正在解决上海超级工厂的交付高峰问题。如果我们比较2022年第二季度，特斯拉在这个季度的前两个月仅有12%的交付是发生在欧洲市场。而今年的第二季度，这个数字增加到了48%。所以最近，大约有50%的特斯拉交付发生在第二季度的前两个月，而另外50%则发生在第三个月。而且请记住，特斯拉解决这些交付高峰问题理论上应该降低运输成本、物流成本，并且不需要支付额外费用进行加急配送。
Ray for Tesla shared a Chinese article saying Mercedes is reportedly pausing ED production at two plants in Beijing due to sluggish sales and inventory buildup. I looked for more information on this one, but it seems like no American sources have picked up on this story yet. But translating the picture that Ray shared, the two new major factories of Beijing bend stopped production. The parking lot was full of unsellable new cars. Just an anecdote to reinforce what we've been talking about all week, how some of these German brands are really struggling to sell EVs in the Chinese market.
雷特斯拉分享了一篇中文文章，称奔驰据报道因销售低迷和库存积压，暂停了在北京的两家工厂的电动汽车生产。我尝试寻找更多信息，但似乎还没有美国媒体报道这个新闻。从雷分享的照片翻译来看，北京的这两家重要工厂停止了生产，停车场里堆满了难以销售的新车。这只是一个故事，强调了我们本周一直在讨论的一点，即一些德国品牌在中国市场销售电动汽车非常困难。
We got a new LinkedIn post on the Tesla semi from Dave Mulaney. He said a big question in truck electrification has always been whether electric trucks can be viable in high uptime, slip seat applications where multiple drivers take turns driving the same truck one after the next. For quite some time, I was also skeptical, not anymore. The combination of megawatt level charging and battery packs that are probably close to a megawatt hour that's not officially disclosed clearly can do the job. PepsiCo's Tesla semi number three just did 1600 miles in a little less than 48 hours. It's really the charging that unlocks this. The early morning charge on day three gets 75% state of charge in about an hour from 5% to 80%. However, upon reviewing the chart, it was actually from 12% to 80%. Either way though, that's pretty remarkable. This isn't just enabled by the 750 kilowatt charger, there's that number again, but also the ability of the battery to take a high power charge for a long period of time, meaning the charging curve on the Tesla semi from this run on less event so far has been really good.
我们在LinkedIn上发布了一篇关于特斯拉半挂车的新文章，作者是戴夫·马兰尼。他说卡车电气化一直存在一个重要问题，那就是电动卡车在高运行时间、轮流驾驶的情况下是否可行，即多名司机依次驾驶同一辆卡车。相当长一段时间，我也持怀疑态度，但现在不再。主要原因是兆瓦级充电和电池组的容量可能接近一兆瓦小时，尽管官方尚未披露确切数字，但显然可以完成任务。百事公司的第三辆特斯拉半挂车在不到48小时内行驶了1600英里。真正发挥作用的是充电技术。第三天早上充电大约需要一个小时，电量从5%到80%之间达到75%的状态。然而，经过查看数据，实际是从12%到80%。无论如何，这都是非常了不起的。这不仅得益于750千瓦的充电器，还要归功于电池长时间承受高功率充电的能力，意味着特斯拉半挂车在此次运行中的充电曲线一直很好。
I think another blessing in disguise for the Tesla semi production ramp delay will be the ability for Tesla to work with some of these utilities to figure out how they're going to handle this demand from the grid over the next 5 to 10 years. This megawatt level charging, especially if we want to do it at scale, is going to take some time in planning to figure out how to do it well. Not to mention building the infrastructure to do it, but the takeaway in just the first few days of this run on less event, the Tesla semi is certainly turning heads and also converting some skeptics.
我认为特斯拉卡车生产提升延迟对于特斯拉来说还有一个意想不到的好处，那就是他们可以与一些公用事业公司合作，弄清楚在未来5到10年内如何应对电网对于充电需求的增加。特别是在大规模运作的情况下，以兆瓦级别充电需要一些时间来计划和研究如何做好。更不用说还需要建设相应的基础设施了。但在这个不太起眼的事件开始的前几天，特斯拉卡车无疑引起了人们的关注，并且也让一些怀疑者转变了态度。
I was able to find this article and we got some comments from the executive director of this run on less event. First class A EVs do have a pass on going 2000 pounds over the 80,000 limit, which Tesla indicates the semi will use every bit of, but we still don't know the official weight of the Tesla semi. But the director said with Pepsi and Tesla we're tracking the beverage shipments. It's impressive, a fairly heavy haul at nearly 80,000 pounds. It goes to one location and drops off soda, but maybe picks up some waters, goes to another location to drop off waters but picks up Gatorade. He said we don't really know the payload for any given truck on any given day, but NACFE has verified these are fairly fully loaded when they leave and stay fairly loaded. They're not out there gaming run on less. He added due to the extra weight of the semi, that run yesterday is with less beverages than if it was a diesel truck, but not much less and likely the shipments are adjusted to keep the total weight under that 82,000 pound mark. He said the semi's have an advantage in charging on its own proprietary chargers, which aren't yet widespread. It charges incredibly fast two to four times faster than any other available heavy truck.
我能找到这篇文章，并从这次"Run on Less"活动的执行主管那里得到了一些评论。一类A级电动汽车确实可以超过80,000磅的限制，特斯拉表示半挂车将充分利用这个权益，但我们仍然不知道特斯拉半挂车的官方重量。但该主管表示，与百事可乐和特斯拉一起，我们正在追踪饮料的运输情况。这令人印象深刻，几乎要接近80,000磅的重货。它将前往一个地点卸下苏打水，可能会装上一些水，然后前往另一个地点卸下水，但可能会装上酷酷甜汁。他说我们实际上不知道每辆卡车在每天的运输中承载多少货物，但NACFE已经验证这些卡车在离开时几乎都是满载的，并保持着相对较高的载荷。它们并不是通过降低货运量来欺骗参与"Run on Less"。他补充道，由于半挂车的额外重量，昨天的运输量比柴油卡车要少些，但差别不大，而且这些货物的运输量可能会调整以保持总重量在82,000磅以下。他说，半挂车在自己专有的充电器上具有优势，尽管这种充电器尚未普及。半挂车的充电速度非常快，比其他可用的重型卡车快两到四倍。
And yes, Tesla still has challenges ahead with the semi, they need to get to volume production and need to work with the utilities for megawatt level charging. They need to prove these statistics in poor weather because so far this run unless event has seen pretty temperate cool temperatures. All of that said, he still seemed to think this would open up a wide variety of tangible use cases for trucking, even rivaling diesel. So far, the answer to this question seems to be yes.
是的，特斯拉在半卡车领域仍面临挑战，他们需要实现批量生产，并与公共事业部门合作实现兆瓦级充电。他们需要在恶劣天气条件下证明这些统计数据，因为到目前为止，除非是在比较温和凉爽的温度下进行的测试。尽管如此，他似乎仍认为这将为卡车运输开辟出多种实际的用例，甚至可以与柴油卡车媲美。迄今为止，对于这个问题的答案似乎是肯定的。
Today from Benchmark, the US Department of Defense has approved $110 million in grants to increase domestic lithium and nickel supply. Lithium miner Albomarle has received $90 million to continue developing its Kings Mountain Mine in North Carolina, while nickel focused Talon metals was awarded $20.5 million for its Tamarack project in Minnesota. And if you've been following the channel, you'll know both of these companies have supply deals with Tesla. The United States currently accounts for only 1% of global lithium supply, which makes it heavily dependent on other countries to meet its own demand. Albomarle will use these funds to continue developing its Kings Mountain Mine, the company is aiming for the hard rock lithium asset to be operational in 2026, which initially should provide enough LCE for 1.2 million EVs per year. And Talon metals will use the funds to continue exploration activities in Minnesota and Michigan. A nice little boost for some desperately needed on shoring.
今天来自Benchmark的消息，美国国防部已经批准了1.1亿美元的拨款，以增加国内的锂和镍供应。锂矿商Albomarle获得了9000万美元用于继续开发其位于北卡罗来纳州的金斯山矿场，而以镍为重点的Talon Metals则获得了2050万美元用于其明尼苏达州的塔马拉克项目。如果你一直关注本频道，你就会知道这两家公司与特斯拉有供应协议。目前，美国仅占全球锂供应的1％，这使得它在满足自身需求方面严重依赖其他国家。Albomarle将利用这些资金继续开发其金斯山矿场，该公司计划在2026年投入运营这一硬岩锂资产，最初每年可为120万辆电动汽车提供足够的锂化学合金（LCE）。而Talon Metals将利用这些资金继续在明尼苏达州和密歇根州进行勘探活动。这对于一些急需本土生产的项目而言是一个不错的推动。
So yes, the UAW strikes have indeed begun, however, it's not like every single worker for all of the big 3 is now not working, it's targeted at specific plants. Right now it's 3 plants, one from each automaker, one plant in Michigan that makes the Bronco SUV for Ford, one in Missouri that makes the Chevy Colorado for GM, and one in Ohio that builds Jeep Wrangler SUVs for Stellantis. This strategy of targeting individual plants is designed to methodically cut production of profitable vehicles while minimizing the impact on the UAW's strike fund. So right now the strike is limited to these 3 factories.
是的，UAW的罢工确实已经开始了，然而，并不是每个大三汽车公司的员工都停工，罢工只针对特定的工厂。目前有3个工厂被罢工，分别来自每个汽车制造商，其中一个位于密歇根州，为福特制造Bronco SUV，一个位于密苏里州，为通用汽车制造Chevy Colorado，还有一个位于俄亥俄州，为Stellantis制造Jeep Wrangler SUV。这种针对特定工厂的策略旨在有序地减少利润非常高的车辆的产量，同时最大程度地减少对UAW的罢工基金的影响。所以目前罢工仅限于这3个工厂。
Today Mary Bar said I'm extremely disappointed and frustrated, this is a strike that did not need to happen. Clearly the workers disagree. The union is demanding asking for a 40% wage increase over 4 years. They're asking for that in part because they say CEOs like yourself leading the big 3 are making those kind of pay increases over the course of the last 4 years. You've seen a 34% pay increase in your salary, you make almost $30 million. Why should your workers not get the same type of pay increases that you're getting leading the company?
今天，玛丽·巴尔（Mary Bar）表示我非常失望和沮丧，这次罢工本来是可以避免的。很明显，工人们不同意。工会要求在4年内提高40%的工资。他们这样要求部分原因是因为他们说像您这样领导三大巨头的首席执行官在过去4年里得到了这种工资增长。您的薪水增长了34%，达到了近3000万美元。为什么您的工人不应该获得与您相同的薪资增长呢？
Well if you look at compensation, my compensation 92% of it is based on performance of the company. I think one of the strong aspects of the way our compensation for a representative employee is designed is not only are we putting a 20% increase on the table, we have profit sharing. So when the company does well, everyone does well. For the last couple of years that's resulted in record profit sharing for our represented employees. I think you have to look at the whole compensation package, not only 20% increase in gross wage but also the profit sharing aspect of it, world class, health care and there are several other features. So we think we have a very competitive offer on the table and that's why we want to get back there and get this done.
如果你看一下薪酬，我的薪酬有92%是基于公司业绩的。我认为我们为代表性员工设计的薪酬方案有一个强大的方面，不仅我们提出了20%的增加，还有利润分享。所以当公司表现好的时候，每个人都会受益。在过去的几年里，这为我们的员工带来了创纪录的利润分享。我认为你必须看整个薪酬方案，不仅仅是毛工资的20%增加，还有世界级的医疗保健和其他几个特点。所以我们认为我们的报价非常有竞争力，这就是为什么我们想要回到那里，并完成这个任务的原因。
But if you're getting a 34% pay increase over 4 years and you're offering 20% to employees right now, do you think that's fair?
但是，如果你在4年内的工资增长达到34%，而你现在只提供20%的工资增幅给员工，你认为这公平吗？
Well, I think when you look at the overall structure and the fact that 92% is based on performance and you look at what we've been doing of sharing in the profitability when the company does well, I think we've got a very compelling offer on the table and that's the focus I have right now. How much damage would that do to the bottom line if you were to say sure we'll give you 40%? If we signed up for the UAW's request, instead of making money and distributing $75,000 in profit sharing in the last 10 years, we would have lost $15 billion in gone bank up by now. The average pay would be nearly $300,000 fully fringe for a four day work week. There is no way- For employee per UAW. For employee. Yeah. This is our full tenured school teacher in the U.S. makes $66,000. Someone from the military or fireman makes $50,000. This is four or five times, six times what they make. There's no way we can be sustainable as a company. That's why we put our proposal in two weeks ago to say, look, you want us to choose bankruptcy over supporting our workers? Here's our proposal. Let's work through this. We've heard nothing.
嗯，我认为当你看到整体结构和92%的基于表现而定的事实，再看看我们在公司表现好时分享利润方面所做的努力，我认为我们提出了一个非常有吸引力的方案，并且这是我目前关注的重点。如果我们同意UAW提出的要求并给予他们40%，那对公司的底线会造成多大的伤害呢？如果在过去10年中，我们签署了UAW的请求，并在利润分享方面总共分配了75,000美元，那么我们目前的损失将达到150亿美元。平均工资将近每周4天工作也能够享受完整福利的员工为30万美元。这是我们全职从事教师的平均水平的四到六倍。我们无法以公司的方式持续存在。这就是为什么我们提出了两周前的方案来表示，你们希望我们在支持我们的员工和申请破产之间做出选择吗？这是我们的提议，请我们共同努力解决这个问题。然而我们没有听到任何回应。
To give some context, there was a 40 day strike against GM back in 2019, the longest since the 1970s, it cost the company about $3.6 billion in EBIT, the strike dented revenue up and down the automotive supply chain. Elon chimed in on the matter saying, Walter spent a lot of time with me in meetings but much less time walking the factory floor. Tesla and SpaceX factories have a great vibe. We encourage playing music and having some fun. Very important for people to look forward to coming to work. This makes me think of the DJ on the train at Gageber language. I love. More than the UAW, by the way, but performance expectations are also higher. Quite a few of our factory techs who work on the line have become millionaires over the years from company stock grants.
为了给一些背景，2019年曾发生了一场为期40天的GM大罢工，这是自上世纪70年代以来最长的一次，它给公司带来了大约36亿美元的营业利润损失，罢工对整个汽车供应链的收入造成了打击。埃隆对此事发表了观点，说沃尔特在开会时花了很多时间与我在一起，但在车间里却花的时间较少。特斯拉和SpaceX工厂产生了很好的氛围。我们鼓励播放音乐和一些乐趣。人们期待上班非常重要。这让我想起Gageber语言列车上的DJ。我很喜欢。顺便说一下，比UAW更重要的是，我们对业绩的期望也更高。很多在生产线上工作的技术工人多年来通过公司股票获得了百万富翁的身份。
More context though, so far in all, fewer than 13,000 of the UAWs, 145,000 members walked off the job, which is less extensive than had been expected two days ago. Of course, a full strike or walk out is still indeed on the table. It's a very fluid situation. John Ford has just announced that it is laying off approximately 600 workers at its Michigan assembly plant. That is the plant where one of the UAW strikes is taking place. We should point out that that strike does not shut down the entire plant. There is still body construction and stamping work that is going on there. But because those employees need some of the parts that the UAW works with and provides to the stamping operation, the body construction operation, and they cannot do that. That says it has no choice, but to tell those workers they are now laid off.
然而，需要更多背景信息，到目前为止，不到13,000名UAW的145,000名成员罢工，这比两天前的预期规模小。当然，全面罢工或退场仍然是可能的。这是一个非常不确定的情况。约翰·福特刚刚宣布在其密歇根装配厂裁员约600名工人。这个装配厂就是UAW中发生罢工的地方。我们应该指出，这次罢工并没有关闭整个工厂。那里仍然进行着车身制造和冲压工作。但由于这些员工需要一些UAW提供给冲压工作和车身制造工作所需零件，他们无法提供这些零件。福特被迫通知这些员工他们被裁员了。
Of the 26 EV brands in the January to July data, RIVIAN was number 8 with 2.8% of the US EV market. Lucid was 18 with 0.6% in VINFAST 23 with 170 total registrations. From experience registration data, RIVIAN's 2,750 in July for the R1T and R1S were slightly up with its monthly average of 2,596 for the first half of the year. Excluding the EV full RIVIAN in the first 7 months of the year, they registered 18.3,000 vehicles. Lucid added 348 air registrations in July, bringing its 7 month total to 3.7,000.
在1月至7月的数据中，26个电动汽车品牌中，RIVIAN在美国的电动汽车市场占比为2.8%，排名第8位。Lucid排名第18位，占比为0.6%，而VINFAST排名第23位，共有170辆车注册。从注册数据来看，RIVIAN在七月份的R1T和R1S共有2,750辆车注册，略高于年初的月均2,596辆。除去全电动汽车的RIVIAN品牌，他们总共注册了18.3万辆车。Lucid在七月份新增了348辆的注册，总共达到3.7万辆。
In a new interview with RJ Scringe, we got some updates on how they are going to save money on cost. RIVIAN is planning to update the hardware in its EVs next year under a program internally called Paragrin. Translation, they are looking to change the ECUs or the electronic control units in its cars. By far the number 1 cost saving opportunity, the ECU consolidation. The ability to consolidate ECUs is not a few hundred dollars, we are talking multi thousand dollars savings to move to a fraction of the number of computers and cars we have historically seen. And this just highlights how RIVIAN really does get it, what they need to do to be successful.
在与RJ Scringe的一次新采访中，我们获取了一些他们计划通过节约成本来省钱的最新动态。RIVIAN计划在明年通过一个内部称为“Paragrin”的计划更新其电动车的硬件。翻译过来就是，他们打算更换车辆中的电子控制单元（ECU）。ECU整合已经是目前为止最大的节约成本机会。整合ECU的能力所带来的节约不再是几百美元，我们谈论的是节约数千美元，将计算机的数量降至我们过去所见的很小一部分。这正突显了RIVIAN真正明白他们需要做什么才能取得成功。
RIVIAN has developed its own ECUs and software. This hardware upgrade will roll out to RIVIAN's next year and the result will be a reduced number of ECUs and improved efficiency. We have the strong conviction that owning the entirety of the electronic stack, so all the computers in the vehicle and then owning the software stack that sits on them creates an opportunity to have a much more holistic customer experience and user interface experience. He said a lot of OEMs will claim to have the ability to do OTA updates but they are relatively infrequent and they tend to be very surface level like clock moves on the screen and the color changes on the screen but they are not fundamentally changing the way the dynamics are in the car or the way the sensor stack is being utilized.
RIVIAN已经开发了自己的电控单元（ECUs）和软件。这种硬件升级将在明年推出，并将减少电控单元的数量并提高效率。我们坚信拥有整个电子系统栈，也就是车辆中的所有计算机，并拥有在其上运行的软件系统，将为客户提供更全面的使用体验和用户界面体验的机会。他说很多原始设备制造商声称能够进行OTA更新，但这些更新相对较少，通常只是表面改变，比如屏幕上的时间变动和颜色变化，而不能从根本上改变汽车的动力学或传感器系统的利用方式。
RJ said the company plans to reduce the number of ECUs in its vehicles by 60% and the wiring harness length by 25%. RIVIAN doing its best Tesla impersonation, good for them. Looking at the Model Y configurator, you'll now see we are down to two options, the long range and performance, so the all wheel drive standard range 4680 structural pack Model Y from Gigataxis is now no longer available. The question becomes will this be a temporary removal or is this going to be permanent? And look, a lot of people right now are saying this is because Tesla needs those 4680 cells for Cybertruck production and that could absolutely be the case. I just want to be a voice that also says it could be any number of factors. One other example, maybe Tesla just wants to streamline the manufacturing and that all wheel drive variant was never a high volume seller, so removing it off the list altogether, then Tesla can focus on two models which by the way will also most likely have higher margins.
RJ表示该公司计划将其车辆中的电控单元数量减少60%，线束长度减少25%。RIVIAN正在尽力模仿特斯拉，对他们来说是好事。看看Model Y的配置器，你现在会发现我们只剩下两个选项，即长续航和高性能型号，因此Gigataxis的标配四驱、标准续航、采用4680结构电池组的Model Y已经不再可用。问题是，这是暂时的还是永久的？很多人现在都在说这是因为特斯拉需要这些4680电池供Cybertruck生产，这完全有可能。我只是想提醒大家，也可能是其他许多因素。另外一个例子，也许特斯拉只是想简化生产流程，而四驱版本从未是高销量车型，所以完全将它从列表中删除，特斯拉可以将焦点放在两个车型上，而这两款车型很可能也会有更高的利润率。
But now seems like a great time to revisit the Q2 call and that 4680 cell update. In Texas, 4680 cell production increased 80% quarter to over quarter one and the team surpassed that 10 million cells produced there in Texas. Their focus on yield reduced their scrap bill by 40% quarter over quarter and that resulted in a 25% reduction in cost of goods sold for the cells.
现在似乎是重新研究Q2电话会议和4680电池更新的好时机。在德克萨斯州，4680电池的生产量季度同比增长了80%，团队在德克萨斯州生产的电池数量超过了1000万。他们专注于产量，使废料减少了40%，导致电池销售成本降低了25%。
Here in Texas, they are preparing to launch their Cybertruck cell which is 10% higher energy density than the current production. That was accomplished through process and mechanical design optimization. As we scale Cybertruck production through the end of the year and early next, we should be in a comfortable place on a cost per cell. The Cybertruck is at our expectations on a like for like electrochemistry basis. We yet to integrate silicon or in house cathode production, both reviewed on battery day, which do bring significant further energy density and cost improvements, but that's a topic for another day.
在得克萨斯州，他们正准备推出他们的Cybertruck电池，其能量密度比当前生产的电池高10%。这是通过工艺和机械设计优化实现的。随着我们在今年年底和明年初扩大Cybertruck的生产规模，我们在电池成本方面将会有一个舒适的位置。基于相似的电化学原理，Cybertruck符合我们的期望。我们还需要整合硅或自家阴极生产，这两项已在电池日进行了评估，它们将带来显著的进一步提高能量密度和降低成本，但这是另一个话题。
One last quick word on 4680s because on the internet I see people getting it wrong all the time. Right now Tesla's main focus with the 4680 production is just that higher volume production and more supply. They're not laser focused on the energy density right now. All of those improvements will come with time as they increase the supply. Right now Tesla is not focused on having the most energy dense cell in the world like today. They're just focused on getting all of these lines up and running, testing different things and getting that volume going. Those energy density improvements will come with time.
关于4680型号电池，我想在最后简要说一句，因为我在互联网上看到很多人对它的理解都是错误的。现在特斯拉在4680型号电池的生产上主要关注的是扩大产能和增加供应量。他们目前并没有将注意力完全放在能量密度上。所有这些改进将随着时间的推移而到来，随着供应量的增加。现在特斯拉并没有专注于拥有世界上最高能量密度的电池。他们只关注着推动这些生产线的运行，测试不同的事物，并增加产量。这些能量密度的改进将随着时间的推移而到来。
On X, Ghost and Skater said let me guess, Kato either converted to making the cybercell or an even newer version for testing and cleaner watt who seemingly has some sources said wow, you nailed it. Video may be on his channel once you see this one live. So perhaps Kato wrote and eventually gigatexis will be transitioning to this new Cybertruck cell. So for now it would definitely make sense to focus all 4680 production for this new gen 2 cell to be for the Cybertruck and use those 2170s for the model wide long range and performance.
在X上，Ghost和Skater说让我猜猜看，Kato要么改变生产cybercell或者生产更新的版本进行测试和清洗的，那个看起来似乎拥有一些资源的Watt说哇，你说得准确。视频可能会在他的频道上出现，一旦你看到这个直播。所以也许Kato写了稿子，最终Gigatexis将会转向这个新的Cybertruck电池。所以目前来说，将4680的生产全部专注于这个第二代电池对Cybertruck来说肯定是有意义的，而使用那些2170电池则用于Model系列的长续航和高性能版本。
We won't stay here but just so the few of you know, if you do toy around with service mode there are now service mode specific release notes with 2023.32. The other day we talked about Tesla installing its 50,000 supercharger. Well we got some pictures of it and it looks awesome. Just wanted to pass along these photos because they looked really good. Then it had a little commemorative plaque to boot. The internet came together to find out this one is located in Roseville, California.
我们不会留在这里，但只是为了让你们中的一些人知道，如果你们玩弄服务模式，现在有与2023.32版本相关的服务模式特定发布说明。前几天我们谈到特斯拉正在安装50,000个超级充电站。我们拍到了一些照片，看起来很棒。只是想传递这些照片，因为它们看起来真的很好。然后它还有一个小小的纪念牌匾。互联网联合起来找出这个充电站位于加利福尼亚州的罗斯维尔。
If your Tesla wall connector is a Gen 3 or higher you're now able to add it to your app in the United States. If you're not seeing this option try to update your app first. It's out of stock already but in case you want to get notifications Tesla is now offering a powered liftgate retrofit for $800 for the model 3. This would be for build versions prior to 2021. The cost does include shipment to your preferred Tesla service center and installation.
如果你的特斯拉墙式充电器是第3代或更高版本，你现在可以在美国的应用程序中将其添加进去。如果你没有看到这个选项，请尝试先更新你的应用程序。虽然目前缺货，但是如果你想获取通知，特斯拉现在提供给Model 3车型的动力后备箱门改装服务，售价为800美元，适用于2021年之前的构建版本。该费用包括将产品运送到你选择的特斯拉服务中心并进行安装。
Tesla is testing the waters for a new bond offering. This would be about $1.8 billion of a securitization of its EV leases deals they've done before. However this could be the biggest deal they've done since they started doing this back in 2014. We don't yet know the pricing it'll probably be finalized next week. Why would Tesla do this? It's pretty simple they can bundle up all of these EV leases on the books, sell them, use those proceeds to then do that same thing all over again, make new EV leases, bundle them up, sell them, repeat.
特斯拉正在为一项新的债券发行进行试水。这将涉及到其之前已经完成的电动汽车租赁交易的18亿美元的证券化。然而，这可能是自2014年以来他们进行这项交易以来最大的交易。目前我们还不知道定价，最可能在下周最终敲定。那么特斯拉为什么要这样做呢？这非常简单，他们可以将所有这些电动汽车租赁合并起来，出售它们，然后用所得款项再次进行同样的操作，制定新的电动汽车租赁合同，进行打包出售，以此循环往复。
The first Tesla center in Thailand is now open. This one is in Bangkok. Per the usual Tesla seems to be moving to rare earth free motors at the right time. Malaysia will now develop export ban policies on rare earth elements to avoid exploitation and loss of resources guaranteeing maximum returns. China has done something similar and they accounted for 70% of rare earth exports in 2022.
泰国首家特斯拉中心现已开业，位于曼谷。和往常一样，特斯拉似乎正准时推进无稀土电机的使用。马来西亚将制定出口稀土限制政策，以避免资源过度开采和损失，确保最大回报。中国已经采取了类似的做法，他们在2022年占据了70%的稀土出口份额。
Here we have a fact of the week in 2020 the average household electricity consumption for electric vehicles was 2,363 kilowatt hours, which is less than several other household appliances. Specifically, it was less than water heating, space heating and air conditioning. So if your friends or family think charging an EV at home is going to exponentially increase their electricity bill, you can tell them these stats.
在2020年，我们有一个每周的事实，即电动车每个家庭的平均用电量为2,363千瓦时，这比其他几种家用电器的用电量要少。具体来说，它比热水加热、空间加热和空调的用电量都要低。因此，如果你的朋友或家人认为在家给电动汽车充电会使他们的电费指数级增加，你可以告诉他们这些数据。
One of the most exciting things for me to watch with this autonomous transition will be the way it gives so many people their autonomy and freedom back. On that note Kyle Vogt shared on X he's excited to introduce the cruise WAV, the world's first self-driving wheelchair accessible vehicle. They're gearing up for closed course testing next month and aim to start with a pilot next year.
对于我来说，观察这种自动化转变最令人兴奋的事情之一就是它如何让如此多的人重获自主权和自由。在这一点上，凯尔·沃格特在X网站上分享了他对引入巡航WAV的期待，这是世界上第一辆无人驾驶的轮椅无障碍车辆。他们正准备在下个月进行封闭赛道测试，计划明年开始试点。
Indiana could well become the most favored location for Subaru to establish an EV production site. The CEO said the time to make a decision is coming close.
印地安纳州很有可能成为Subaru建立纯电动汽车生产基地的首选地。首席执行官表示，做出决策的时机已经逼近。
Hope you guys have a wonderful and a safe weekend.
希望你们度过一个美好而安全的周末。
Please like the video if you did.
如果你喜欢这个视频，请给它点赞。
You can find me on X linked below and a huge thank you to all of my Patreon supporters.
你可以在下面的链接上找到我，并衷心感谢所有支持我的 Patreon 赞助者们。
YuMP Fish is a Chief Bankman airplane maintenance team.
YuMP Fish是一支由首席航空维修队组成的团队。