New Cybertruck Details, Tesla China & India Updates, Grok Launch

Hey everybody Rob Manward here, welcome back to Tesla Daily. Of course we've got quite a few days worth of news to catch up on today including new details on the Cybertruck updates on Tesla in China and India and of course the launch of XAIs first product, Grock.

大家好，我是Rob Manward，欢迎回到《特斯拉日报》。当然，今天我们有很多天的新闻要追踪，包括有关Cybertruck的新细节，特斯拉在中国和印度的更新，以及XAIs首个产品Grock的发布。

Looking at the stock Tesla today closing up just slightly less than a tenth of a percent to $222.11, the Nasdaq though up about a tenth of a percent, though largely over the last couple of days the stock unchanged from where we left it Friday within about 1%.

今天看到特斯拉的股价收盘仅比前一天下跌了不到百分之一，为222.11美元，然而纳斯达克指数上涨了大约百分之一，尽管在过去几天中股价基本稳定，与上周五相比仅有1%的幅度变化。

Alright so we're going to start off today with some new details on the Cybertruck. So this information is being shared today by the YouTube channel TFL EV. Now they do say that this isn't necessarily confirmed but they're claiming to have some inside details on the Cybertruck here including a number of new dimensions that we have not previously seen and they do have a couple of different photos that although don't necessarily validate it do give some credence to these numbers being correct including a look at the outlets that are at least on what maybe as a pre-production version of the Cybertruck looks like a NEMA 1450 outlet here which would be a 240 volt outlet probably capable of putting out somewhere between 10 and 12 kilowatts of power which would be obviously an exciting feature to have and then a couple of 110 volt outlets there as well. So obviously again not confirmed there but that would be exciting if this is indeed part of the production version pretty clearly this is a version of the Cybertruck at least. And then they do also share what they say as a top down view at the rear casted section of the Cybertruck. I don't know that this at least that I can learn a whole lot from this but again I think it adds some credibility to what we're talking about and maybe interesting look here for some that have a little bit more experience with those things. So anyway getting back to the dimensions they do say that the overall length is 18.6 feet that would be the equivalent of just over 223 inches just to quickly compare that with a couple of vehicles we've got the Ford F1T or the Ford F1 50 Lightning here getting that picked up with the R1T but for the F1 50 Lightning we can see the overall length 232.7 so about nine and a half inches less in length for the Cybertruck. The width, Tesla or the specs here are saying just under 80 inches so basically equivalent in width to the F1 50 Lightning and then for length and width comparisons on the R1T it's actually a little bit narrower the width there with the mirrors in would be about 81.8 inches so a couple inches wider than the Cybertruck but about five inches shorter in length. So hopefully that gives us a little bit of a feel for just the size of the vehicle in general and then we do also get some specs on the bed here so bed length 72.8 inches right around six feet which would be I think a little bit longer than maybe expectations initially especially with the shorter length of the vehicle. It'd actually be a longer length bed than the F1 50 Lightning which if we scroll down a little bit here we can see the bed is 67 inches in length so about five inches more in bed length for the Cybertruck there if this again is accurate and then if we look at width 51 inches which is pretty close to both the R1T and the F1 50 Lightning. The R1T it does have again similar width but of course we know roughly four and a half foot bed there in the R1T. So of course the Cybertruck bed was always going to be longer but interesting to see those comparisons.

好的，今天我们要从Cybertruck的一些新细节开始。所以这些信息是由YouTube频道TFL EV在今天分享的。现在他们说这些信息还没有得到确认，但他们声称在这里有一些关于Cybertruck的内部细节，其中包括一些我们之前没有看到的新尺寸，并且他们有一些不一定验证的照片，但这些数字的正确性赋予了一些可信度，其中包括他们至少在一辆Cybertruck的预生产版本上看到的NEMA 1450插座，这应该是一个240伏的插座，可能能输出10到12千瓦的功率，这显然是一个令人兴奋的功能，还有几个110伏的插座。所以这个还没有确认，但如果这确实是生产版本的一部分，那将是令人兴奋的。很明显，这至少是Cybertruck版本。然后他们还分享了他们所说的一个俯视Cybertruck后部压铸部分的照片。至少我从这里看不出太多信息，但我认为这增加了我们所讨论的事物的可信度，对于一些有着更多经验的人来说可能会有一些有趣的看法。回到尺寸问题上，他们说总长度为18.6英尺，相当于223英寸多一点。我们可以快速将其与一些车辆进行比较，我们有福特F1T或福特F1 50 Lightning，福特F1 50 Lightning的总长度为232.7英寸，所以相对于Cybertruck来说长度要小约9.5英寸。宽度，特斯拉或者说规格表上显示的宽度稍小于80英寸，基本上与F1 50 Lightning相当，对于R1T的长度和宽度比较，实际上宽度略窄，加上镜子的宽度约为81.8英寸，比Cybertruck宽几英寸，但长度相对较短约5英寸。希望这能让我们对整车的大小有一点概念，然后我们还可以看到一些有关车床的规格，车床长度为72.8英寸，大约六英尺，这可能会比最初的预期更长，特别是车辆尺寸较短。实际上，这个车床长度会比F1 50 Lightning更长，如果我们在这里稍微往下滑动一点，我们可以看到车床长度为67英寸，所以Cybertruck的车床长度比F1 50 Lightning长约五英寸，如果这是准确的话。而车床宽度为51英寸，非常接近R1T和F1 50 Lightning。R1T的宽度也相似，但我们知道R1T的床垫约为四英尺半。当然，Cybertruck的车床一直都会更长，但看到这些比较也很有趣。

Long volume here 7 cubic feet that's about half the size of the F1 50 Lightning front trunk and then you can see some specs on just general leg room and things like that in the vehicle.

这里有一个很宽敞的储物空间，容积可达7立方英尺，大约只有F150雷电的前行李箱的一半大小。此外，您还可以看到一些关于乘客腿部空间和其他车辆规格的详细信息。

So we'll get all of this of course a little bit later on a couple more things here just curb weight. They do say the two motor version is about 6700 pounds the three motor version about 6900 pounds. Both of those would fall pretty close to the estimates or the rough ballpark that Elon gave us on the Joe Rogan podcast that we had previously talked about. In terms of what that would mean for maximum range they would be pretty impressive to get the 500 miles out of that so maybe a little bit of an indication that we should lower a range expectations but again don't want to make too many judgments off of this quite yet and then they do have the tow rating here at 1100 pounds this would be lower than what Tesla had initially stated but since there is only one tow rating here maybe that will vary across trims and of course these things could all change for the Cybertruck over time depending on what options Tesla wants to start with initially. So we'll see if those end up being accurate but nevertheless good to see some of these details especially like the power options here. They do say that no outlets in the front despite these three in the rear of the vehicle obviously can work around that. I think it would be nice if that availability was there up front too. Maybe that's something that will change for the production version but for now should probably not expect that.

当然，我们稍后还将得到所有这些东西，还有一些其他的东西，比如整备质量。他们说两个电机版本的整备质量约为6700磅，而三个电机版本则约为6900磅。这两个版本的整备质量都与之前我们在Joe Rogan的播客中由Elon给出的估计值或大概范围非常接近。就最大续航里程而言，要从中获得500英里的续航里程将非常令人印象深刻，所以也许这有点暗示我们应该降低对续航里程的期望，但是再次强调，目前还不能对此作出太多评判。然后他们在这里提到拖车额定负载为1100磅，这将低于特斯拉最初宣布的数值，但由于这里只有一个拖车额定负载，也许在不同版本上可能会有所不同，当然，这些都可能随着特斯拉初期选择的选项而发生改变。所以我们会看看这些是否准确，但无论如何，能看到这些细节还是好的，尤其是像动力选项这样的细节。他们说车前没有插座，尽管车后有三个插座，显然可以解决这个问题。我认为如果前部也能有插座将是很好的，也许这是未来生产版本会改变的事情，但目前大概不要指望这个。

All right so moving on we do have a couple other things from the Cybertruck. I just want to add that out of order there but we'll go back to that one. So there was a matte black Cybertruck that was spotted being driven by Franz von Holshausen so we've got a few images here from CNC picks on Instagram of that black Cybertruck which is I think something that a lot of people have been excited to see what it would look like in person. Got a short video here as well and then another one on X that has been shared by Tommy Kendall just a quick shot of it driving through a parking lot. So fun to see that and I'm sure we'll see a pretty frequent adoption of that sort of a matte black wrap for the Cybertruck.

好的，接下来我们有一些关于Cybertruck的其他事情。我想先补充一下，在这之前顺序是错的，但我们会回到那个问题上。所以，有人在开车时发现了一辆哑光黑色的Cybertruck，这台车是由弗朗茨·冯·霍尔松驾驶的，我们在Instagram上找到了一些CNC picks的照片。我认为很多人都很激动地想看到它真实的外观，我们还有一段短视频和另一个由汤米·肯德尔分享的在停车场行驶的短片。看到这些真的很有趣，我相信我们会经常看到类似哑光黑色包裹的Cybertruck。

And then we got an update from Joe Tagmire on the Cybertruck just saying that it does sound I guess I don't know if this is him saying this specifically or if he's repeating a rumor that was heard elsewhere I think Holmars had mentioned this as well but the word of the factory Gigataxis is that customer production of the Cybertruck has now started. So we're about three weeks out from that delivery event it would make sense timing wise for that to be the case but would be an exciting milestone if so for that official start of customer production and of course you can see the Cybertrucks being spotted as we frequently see from Joe. He also noted that there is some new equipment being shipped into Gigataxis today and it does sound like this is new paint shop equipment from the TKS labeling that he was able to spot. And interestingly it looks like this is actually going into an area of the factory that would be a new area perhaps relating to the next gen vehicle would be the speculation on that. So no way of confirming that of course at this point but obviously interesting to see this type of equipment on top of some of the other equipment that we've seen come in as well.

然后我们从乔·塔格迈尔那里得到了有关Cybertruck的更新，他只是说听起来似乎如此，我不知道这是否是他特意说的，还是他在重复别处听到的谣言。我认为Holmars也提到过这一点，但有关Gigataxis工厂的消息是，Cybertruck的客户生产现在已经开始了。所以距离交付活动还有大约三个星期的时间，时间上看起来很合理，但如果真的如此，这将是一个激动人心的里程碑，代表着正式开始客户生产的开始。当然，你可以看到Cybertrucks经常被Joe发现。他还注意到今天有一些新的设备正在运送到Gigataxis，根据他发现的TKS标记，听起来像是新的喷漆设备。有趣的是，看起来这实际上是进入工厂中一个新的区域，可能与下一代车辆有关，这可能是一种猜测。当然，目前无法证实，但看到这种类型的设备加上我们之前看到的其他设备，显然很有趣。

And then moving on to Tesla in China quite a few updates here first Tesla has raised the price on the long range version of the Model 3 and the Model Y. So for the Model 3 that was 1500 RMB or about $200 for the Model Y it was 2500 RMB or about 340 dollars. So pretty small price increases but as we can see the wait time here covering that a little bit but six to eight weeks for the long range version of the Model Y that's pretty lengthy late time especially pretty lengthy wait time especially for what we've seen over the last you know six months to 12 months or so. And for the Model 3 of course we just had the update to Highland so for them to be increasing the price maybe a little bit of a reaction to initial ordering interest for that updated vehicle. So overall probably good news for margins with these although small price increases those paired with the somewhat high relative wait times that we see. And of course on the Model Y performance we just had the 14,000 RMB increase on that trim probably a couple of weeks ago. So again probably positive signs there hopefully for demand and for margins but we'll keep an eye on that because obviously that can change quickly.

然后进入中国的特斯拉，这里有一些更新。首先，特斯拉对Model 3和Model Y的长续航版本提高了价格。对于Model 3来说，涨价1500人民币（约合200美元），对于Model Y来说，涨价2500人民币（约合340美元）。所以涨价幅度相对较小，但我们可以看到这样的涨价在一定程度上抵消了等待时间，长续航版本的Model Y需要等待六到八周，这是一个相当长的时间，特别是在过去的六个月至十二个月内所见。而对于Model 3来说，我们刚刚进行了高地版本的更新，所以涨价可能是对更新车辆的初步订购兴趣的反应。总体而言，对于这些车型来说，这可能是利润的好消息，尽管涨价幅度小，但与相对较长的等待时间相结合，这些都是积极的迹象。当然，对于Model Y的性能版本，我们在几周前刚刚进行了14000人民币的涨价。因此，这也可能是需求和利润的积极信号，但我们会继续关注，因为情况显然会迅速变化。

And then we do also have a little bit more granular data on the wholesale sales figure that we had talked about previously for October. Remember that was 72,000 vehicles for the month. We now have the breakdown for Model 3 in Model Y it's about 47,000 Model Y just under 25,000 Model 3. So of course that represents a pretty good number that seems like we'll probably see some pretty good production from the Model 3 in October. We should get those production details by Monday I would guess at some point probably in the next three or four days.

然后，我们对于我们之前讨论的十月份批发销售数据有了更具细分的数据。 请记得，那个月份的销售量为72,000辆车。 现在我们有了Model 3和Model Y的分项数据，大约为47,000辆Model Y和接近25,000辆Model 3。 这个数字相当可观，看起来我们可能会在十月份看到相当不错的Model 3产量。 我猜我们应该能在周一之前获得具体生产细节，可能在接下来的三到四天内得到。

And then for export versus retail sales split we did see about 43,500 vehicles exported which is the highest that we have seen since the last October actually. So pretty strong export number there is Tesla probably prioritizing exports for the Model 3 Highland initially and then retail sales coming in at about 28,500. So we'll continue to fill in these details as we get them over the next few days.

然后，就出口和零售销售比例而言，我们确实看到了大约43,500辆出口车辆，这是自上年10月以来的最高记录。 因此，出口数量相当可观，特斯拉可能首先优先考虑了Model 3 Highland的出口，然后零售销售约为28,500辆。 随着未来几天的逐步了解，我们将继续完善这些细节。

And then we do also have an updated insured vehicle number for this week 14,000 is the number so we're starting to see as we had talked about last week a bigger contribution likely from Model 3 Highlands being delivered in China. This number is the best of this quarter obviously so far and the best numbers that we have seen since August. So obviously nice trend developing there for the fourth quarter week by week numbers. About 5000 or so of those I believe were Model 3's.

而且我们还拥有本周更新的投保车辆数量，为14,000辆，所以我们开始看到了上周谈到的Model 3高地在中国交付的更大贡献。 这个数字显然是本季度到目前为止最好的数字，也是自八月以来我们看到的最好的数字。 所以很明显，第四季度的每周数字正在发展出一个好趋势。 其中大约5000辆是Model 3。

And then also out of China we do have an update here from Tesla channel on X on an interview from Tesla's VP there tol then on some of the details about the upgraded Model 3. Many of this many of these details we have talked about so improvements from the upgraded model three happened at the R&D center in China. We've already had I believe a video that included Lars talking about some of those changes but they say ventilated seats new interior materials quietness and ambient light developed by the Shanghai R&D innovation center. They talk a little bit about some details on local storage of data we've talked about that production production car coming off the line every 30 seconds or in about 30 seconds.

然后关于特斯拉在中国的最新消息，我们从特斯拉渠道获悉关于Model 3升级版的采访更新。升级版Model 3的许多改进细节是由中国研发中心完成的。 我们之前有一个视频，Lars谈到了一些这些改变，但他们说通风座椅、新的内饰材料、静音效果以及上海研发创新中心开发的环境光等细节都有所改善。 他们还谈到了一些关于本地数据存储的细节，我们之前也讨论过，每隔约30秒生产线上就会有一辆Model 3生产车辆下线。

So if you annualize that that rate that comes out to roughly what Tesla's production rate has been near a million vehicles per year. So although that got some attention probably nothing too new on that point automation in the welding workshop is now close to 100% gigacasting reduces manufacturing time from one to two hours to three to five minutes presumably on those parts and all the labor hours that are going into that not necessarily the pace of getting the vehicles off the line or anything like that more of just the labor hour consideration on that point.

所以，如果按照那个比率年化计算，大约相当于特斯拉每年生产约一百万辆汽车的速度。 所以虽然这引起了一些关注，但在这一点上可能并没有太多新内容，因为焊接车间的自动化现在接近于100％。凭借巨型铸造技术，零部件的制造时间从一到两个小时缩短到三到五分钟。这个缩短的时间并不一定是用于加快车辆下线速度等方面的。更多地是考虑到所投入的劳动小时数。

And then finally perhaps the most interesting point the Shanghai megapack factory mega factory will cover the global market. So obviously we know Tesla ramping it up ramping their mega factory up in Lathrop have plans for another mega factory in Shanghai but it sounds like that will export which should be no surprise given what we see from gigashang high on the vehicle side. But nevertheless I think that's exciting and hopefully suggest that there will be room to grow this factory potentially pretty significantly above the initial production stage.

然后最有趣的一点也许是上海的大型电池工厂将覆盖全球市场。所以我们显然知道特斯拉正在加快推进拉索普的大型工厂，并计划在上海建设另一个大型工厂，但据我们从吉利特斯拉在汽车领域的表现看，这应该不会让人感到意外。不过，我认为这是令人兴奋的，并且希望这意味着这个工厂在初始生产阶段之上还有很大的发展空间。

And then moving on to India we've got a couple updates here this one being reported by the economic times. Apparently the prime minister's office in India is holding meetings regarding the status of electric vehicles and import tariffs that will obviously affect Tesla's decision to be active in the country potentially invest in the country.

接下来，我们转向印度，这里有一些更新，其中一则消息来自《经济时报》报道。显然，印度总理办公室正在就电动车辆的现状和进口关税等问题召开会议，这将明显影响特斯拉在该国的业务决策和潜在投资选择。

We've talked before about how there's probably a need to start the business before doing something as aggressive as setting up a whole factory there. And if you can get vehicles in there and start to grow awareness, build your infrastructure that's going to be a lot more confidence inspiring to be able to make that full commitment. So that's kind of what Tesla's been pushing for.

我们之前已经讨论过，在进行像建立整个工厂这样激进的举措之前，可能需要先开始经营业务。 如果你能将车辆引入该地区并开始提高知名度，建设基础设施，那将更加令人有信心，可以做出完全承诺的决策。 这就是特斯拉一直在推动的。

A top official told the economic times that the agenda of the meeting was centered on policy general policy matters but fast tracking approvals by January 2024 for Tesla's proposed investment in the country was spelled out. They also say that the ministries and government departments have been asked to ask to iron out any differences with Tesla and pave the way for announcing the company's India manufacturing plan at the earliest point that they can't.

一位高级官员告诉《经济时报》，会议的议程主要集中在政策一般事项上，但明确提出了在2024年1月前加快批准特斯拉在该国提议的投资计划。 他们还表示，各部委和政府部门被要求与特斯拉沟通解决任何分歧，并为尽早公布该公司在印度制造计划铺平道路。

And then finally they do say that a new category for electric vehicles may be introduced specifically for tariffs that would allow them to be taxed differently of course lower. That would not apply only to Tesla but for anyone that is looking to set up electric vehicle manufacturing specifically in India.

然后最后，他们确实表示，可以引入一种专门针对关税的电动车新类别，从而允许对其征收不同的税收，当然是较低的税率。 这不仅适用于特斯拉，还适用于任何有意在印度设立电动车制造业的人。

So it sounds like there's been a little bit more progress or more urgency on making these changes that will make it a little bit more feasible for Tesla to start building that business and then eventually invest.

听起来，对于实施这些变革措施以使特斯拉开始发展该业务并最终进行投资，进展似乎更加明显或更加急迫一些。

What commitments might be required for Tesla from that remain to be seen. But it does sound like the Commerce Minister of India is going to meet with Elon Musk next week to kind of discuss the items that we've talked about here.

特斯拉可能需要什么承诺还有待观察。但听起来印度商务部长将会在下周与埃隆·马斯克会面，讨论我们在这里谈到的相关事项。

So we continue to hear about this. Elon has said that they will most likely make significant investments in India at some point in the future. It's something that he's very excited about. This probably contrasts a little bit with some of the hesitancy or the uncertainty that Elon has talked about on the earnings call with the macroeconomic environment.

所以我们继续听到有关此事的消息。埃隆表示，他们很可能在未来某个时候在印度进行重大投资。这是他非常兴奋的事情。这可能与埃隆在财报电话会议中谈到的宏观经济环境的犹豫或不确定性有一些对比。

But if Tesla can even start laying that groundwork anytime you enter a new market is it's going to take some time to build that up. So the earlier the testing can get started on that and kind of develop these plans. I think the better and then as the economy hopefully eventually stabilizes a little bit a little bit less uncertainty they'd have that more ready to go.

但是，如果特斯拉可以在进入新市场的任何时候甚至开始打下基础，建立起来就需要一些时间。因此，越早开始测试并制定这些计划，我认为越好并且随着经济希望最终稳定下来一点点，不确定性会减少，他们将更加做好准备。

So we'll keep it on the results of that meeting next week. And then one of the most interesting updates over the last few days.

所以我们会在下周会议的结果上继续进行讨论。然后是过去几天中最有趣的更新之一。

I guess XAI has launched Grock on X for X premium plus members that have been in that membership period for a long time. It's kind of weird but limited access right now. Grock or Grock not sure exactly how Elon is wanting us to pronounce it but I've always heard Grock so that's what I'm going to go with for now.

我猜XAI已经在X上为那些长时间拥有高级会员资格的人推出了Grock。现在它有点奇怪，但访问仍然受限制。关于Grock，我不确定埃隆想让我们如何发音，但我一直听说是Grock，所以暂时就用这个吧。

This is essentially a chat GPT sort of system that can be used by X premium plus members. Again a limited capacity right now. Of course with some Elon added differences in terms of some of the topics that we'll cover and the ways that it will cover those topics as I'm sure many of you have seen.

这本质上是一个类似于聊天的 GPT 系统，只能由 X 优享会员使用。目前的容量有限。当然，在一些我们将涉及的话题和涉及这些话题的方式上，会有一些埃隆加入的不同之处，我相信你们中的许多人已经见过了。

But it's a super exciting development both for X and for other companies that will likely interact with XAI which Tesla would of course be among as we have talked about since the XAI sort of official announcement.

但这对于X公司和其他可能与XAI互动的公司来说都是一个非常令人兴奋的发展，而特斯拉当然也将是其中之一，因为我们在XAI的官方公告之后就已经谈论过这个问题。

So the tweet or the post that I have up here from Elon says that provided that our vehicle AI computer is able to run the model Tesla will probably have the most amount of true usable inference compute on earth even in a Robotaxi future the cars will only be used for one third of hours per week leaving two thirds for distributed inference like SETI.

所以，埃隆在我这里发的推文或帖子中表示，只要我们的车辆AI计算机能够运行模型，特斯拉在未来可能拥有全球最多可用的真实推理计算能力，即使在出租车机器人未来，车辆每周只使用三分之一的时间，剩余的三分之二时间将用于分布式推理，比如SETI。

So depending on what Elon means exactly with this whether this is allowing these vehicles to use Grock for inference or for training or things like that it is a potentially significant update that would be made to Tesla vehicles in the future.

因此，这将取决于埃隆所指的具体含义，无论是允许这些车辆使用Grock进行推理、训练或其他类似操作，这都有可能成为特斯拉未来车型的重大升级。

I think at its most simplest or at most basic level even just having an AI assistant in the vehicle to handle things like voice commands and those types of interactions especially if we look a little bit forward to the Robotaxi future that Elon mentions here where you could just easily get in the car tell it to take you to go get groceries and come back in a half an hour and find parking in the interim if it's your car or send another ride and 30 minutes to pick you up when it's if it's a Robotaxi and you're letting it be on the network or using cars on network just having that natural language interaction with a vehicle like that will be pretty exciting and obviously a lot of possibilities beyond just a simple logistical case like that.

我认为，就在最简单或最基本的层面上，即使只是在车辆中拥有一个AI助手来处理诸如语音命令和这类交互，特别是如果我们稍微展望一下埃隆在这里提到的机器出租车未来，你只需轻松上车告诉它送你去买副食品然后在半个小时后回来，并在期间找到停车位（如果是你的车）或者发送另一辆车来在30分钟后接你（如果是机器出租车并且在网络上行驶），只需与车辆进行自然语言交互就非常令人兴奋，而且除了像这样简单的物流案例之外，还有许多可能性。

So it'll be interesting to see how this develops it sounds like this is probably something that they're they're working on over time with Elon saying that their you know a our computer is going to need going to need to be able to run the model but you know in general I think the interaction or the correspondence that these companies will have with each other is probably only going to increase over time.

这将会是一个有趣的发展，听起来这可能是他们和埃隆一起在推进的项目，他说他们的电脑需要能够运行这个模型，但总的来说，我认为这些公司之间的交流或对话很可能随着时间的推移将会增加。

So we'll obviously keep an eye on that and just kind of fun to see the initial stages of Groc right now. And then one quick thing here on Tesla so there was some reporting today that the updated model three the Highland Model 3 has a HEPA air filter like we see in other Tesla vehicles previously this has been a size constraint issue.

因此，我们显然会密切关注这个，现在看到Groc的初期阶段感觉还挺有趣的。还有一件关于特斯拉的事情，今天有报道称，更新的Model 3（Highland Model 3）采用了HEPA空气过滤器，就像我们之前在其他特斯拉车型中看到的那样。之前有一个尺寸限制问题。

So some reporting today that this was the case however it does not appear to be I think best case it's not confirmed kind of worst case this was just an inaccurate report so just wanted to pass that along as we wait to hear for some confirmation on that point.

今天有一些报道称情况是这样的，但看起来并非如此。我认为最好的情况是尚未确认，最糟糕的情况可能是这只是一则不准确的报道。所以在等待得到确认之际，我想将这个消息传达给大家。

And then outside of Tesla we do have updated earnings results for the third quarter for Rivian Lucid and then we've got an update on Cruz as well.

然后，在特斯拉之外，我们还有对Rivian、Lucid和Cruz在第三季度的最新收益结果的更新消息。

So we'll start with Rivian here they've actually updated their guidance to a total production expectation this year of 54,000 vehicles. At the beginning of the year I believe that started out at 50,000 they increased that again to 52,000 or they increased that previously to 52,000 now again to 54,000.

所以我们先介绍一下Rivian，在今年，他们实际上更新了他们的预期生产总量，达到了54,000辆车。年初时，我记得这个数字是50,000，然后他们将其提高到52,000，现在又提高到54,000。

They've also improved their e-bit guidance so obviously still expecting a loss for the year but updating that to a $4 billion loss from $4.2 billion previously and they lowered their capex guidance for the year actually very significantly from the previous $1.7 billion now to $1.1 billion.

他们还改善了自己的电子业务指引，明显仍然预计全年亏损，但将亏损额从之前的42亿美元调整至40亿美元，并且他们实际上将全年资本支出指引大幅下调，从之前的17亿美元降至11亿美元。

So whether that's through efficiencies or more likely through less aggressive capital expenditures remains to be seen but a pretty significant reduction there which probably pretty given the current situation.

因此，无论是通过提高效率，还是更可能是通过减少资本支出，目前尚不清楚，但这是一个相当显著的削减，考虑到当前的情况，这可能是相当合理的。

We've talked a lot about what Tesla is doing here. Despite some of the slower language being used for Giga Mexico it is important to recognize that Tesla actually increased their capex guidance for this year so a little bit of disparity in the actions there.

我们已经谈了很多关于特斯拉在这里所做的事情。尽管在墨西哥超级工厂的计划中使用了一些较为缓慢的措辞，但重要的是要认识到特斯拉实际上增加了今年的资本支出指引，因此在行动上存在一些不一致。

And then Rivian is also those are the Q2 numbers just had those up for reference but Rivian is also announced that they will be I don't know if I've got it here but they are going to expand the sales of their delivery vans. Here we go.

然后，Rivian也是Q2财报数字仅供参考，但他们还宣布将扩大销售他们的交付货车。让我们看看。

Beyond just Amazon so I'm sure many of us have seen those vehicles out and about for Amazon they had a contract that was going to be for 100,000 of these vans through 2030 I believe. It looks like I don't know if they've renegotiated that contract or something like that but it looks like Rivian is now offering these starting at $83,000 for a vehicle with a range of you know 170 miles or so.

除了亚马逊之外，我确定我们很多人都见过那些在外面行驶的亚马逊车辆，他们有一个合同，到2030年前将购买10万辆这样的货车，我的理解是他们可能已重新协商了该合同，但看起来Rivian现在提供的起价为83000美元的底特律车型，续航里程大约为170英里左右。

Obviously this is for last mile delivery so potentially range not as as important but those would kind of be the initial specs for most likely for fleet customers would be what Rivian would be looking to work with on these vehicles. So we may see those soon popping up for other companies outside of Amazon.

显然，这是针对最后一英里配送的，因此潜在的续航里程可能并不重要，但这些可能是Rivian最初设计的规格，针对大多数车队客户，他们可能会与这些车辆合作。因此，我们可能很快会看到其他不属于亚马逊的公司开始使用这些规格。

And then for Lucid in contrast the Rivian production increase target here they have lowered their production volume target now to 8,000 to 8,500 vehicles for this year I believe previously that was around 10,000 but I don't have that number in front of me.

然后与此形成鲜明对比的是Rivian，他们现在将今年的生产量目标下调至8,000至8,500辆车。我记得之前的目标大约是10,000辆，但我手头没有这个具体数字。

They do say that from a cash position perspective they are sufficient into at least 2025 despite planning for start of production for the Lucid gravity SUV next year but they did lose around $700 million in free cash flow this quarter.

他们说，从现金位置的角度来看，尽管计划于明年开始生产Lucid gravity SUV，但他们至少能够维持到2025年，但在本季度他们的自由现金流损失约为7亿美元。

You can see the net loss here of $631 million from an income perspective most interestingly though just want to focus in on and I know this is kind of small.

在收入角度上，您可以看到这里的净损失为6.31亿美元，最有趣的是，我只想着重关注这个（细节）尽管我知道这有点小。

You can see though revenue $138 million for the quarter cost of revenue $470 million. So it's not just the sort of scale of the business that is causing the loss in terms of the fixed cost of the business not covering the gross profits.

您可以看到，尽管本季度收入为1.38亿美元，但成本却达到了4.7亿美元。因此，造成利润损失的原因不仅仅是企业规模的问题，而是企业固定成本未能覆盖毛利润的问题。

There are no gross profits. You can see the gross loss here $332 million that is extreme to say the least for this level of revenue for a company that has now been producing cars for a year, year and a half or probably even a little bit longer than that now.

这里没有毛利润。可以看到这里的毛亏损为3.32亿美元，可以说对于一个已经生产汽车一年、一年半或可能更久的公司来说，这是极端的收入水平。

So things continue to look pretty bleak for Lucid. Obviously continue to be very reliant on funding and I don't really see when that will change given the current operations but they did announce that they are going to be adopting the North American charging standard.

对于Lucid而言，情况继续看起来非常糟糕。显然他们仍然非常依赖资金，考虑到当前的运营状况，我并不看到这种情况何时会发生改变。但是他们宣布将采用北美充电标准。

So one of the last holdouts here I think we're down down to basically just folks wagon if I recall correctly but Lucid will be adopting this in 2025 as well as offering an adapter at that point in time.

所以我想在这里，大概只有大众汽车还没有采用这项技术，如果我没记错的话，但卢克莱德（Lucid）也将在2025年采用此技术，并在那时提供一个适配器。

And then finally for cruise we did get a recall posted I believe yesterday from NHTSA.

然后最终我们确实收到了昨天来自美国国家公路交通安全管理局的召回通知。

So cruise is recalling they say 950 vehicles here. This will be an over the air software update.

邮轮正在回调，这里说的是950辆车。这将是一次通过无线软件更新的过程。

So like with Tesla not a true recall like obviously can be the case sometimes but is infrequently the case. So for this this is basically a software update that they say remedies the issue that we had talked about before that has led to the DMV action in San Francisco which ultimately has led to the suspension of their driverless services.

所以，就像特斯拉一样，这并不是真正的召回，显然有时可能会发生，但这种情况并不常见。因此，对于这个问题，基本上是一个软件更新，他们表示这将解决之前我们谈到的问题，该问题导致了旧金山DMV的行动，最终导致无人驾驶服务被暂停。

They are still doing supervised test drives so the fleet isn't completely grounded but those vehicles have now been updated with this fix or alleged fix.

他们仍在进行监督式测试驾驶，因此车队并未完全停飞，但这些车辆现在已经进行了修复或被称为修复的更新。

The 950 number I thought was interesting because we had previously talked about that report that said there were 400 cruise vehicles on the road and that had also given us information like the two and a half to five mile rate for interventions from remote drivers and the one and a half remote drivers per vehicle.

我认为950这个数字很有意思，因为我们此前讨论过一份报告，报告中提到在道路上有400辆巡航车辆，并给出了两个半到五英里干预远程驾驶员的速率以及每辆车有1.5个远程驾驶员的信息。

That had said 400 vehicles this is saying 950 this is probably more accurate but there could be a distinction between that 400 and the 950 that we're talking about here and that distinction could easily just be the number that were fully autonomous fully driverless versus the sort of full test vehicle crew.

在说的是400辆车，这里指的是950辆，这可能更准确，但在这里我们所说的400和950之间可能存在一个区别，这个区别很容易就是指那些完全自动无人驾驶的数量与那些完整测试车辆乘员之间的区别。

So I'm not writing that report off yet but I did find the difference in numbers a little bit interesting.

所以我并没有完全否定那份报告，但我确实对数字的差异有些感到有趣。

And then Cruz is also according to Forbes which got an audio copy of the all hands meeting that the CEO Kyle Vogt had.

然后克鲁兹也根据《福布斯》的报道得知了首席执行官凯尔·沃特主持的全体员工会议的音频副本。

I'm not sure if it's a photo void but the audio recording of their update to the company that we had previously talked about as a part of that they did announce that they are going to be halting production of the origin vehicle which is sort of the purpose built Robotaxi that they have been working on.

我不确定这是一张没有声音的照片，但他们在公司更新中的音频记录中提到，他们将停止生产他们之前我们谈过的目的专门为机器人出租车而设计的原型车。

We had talked about previously them starting production of this that no surprise with the suspension of driverless services has now been paused.

我们之前讨论过他们开始生产这个产品，并且暂停了无人驾驶服务，这并不令人惊讶的事情现在已经暂停了。

Alright that'll wrap it up for today so as always thank you all for listening make sure you are subscribed and signed up for notifications you can also find me on X at Tesla podcast and we'll see you tomorrow for the Thursday November 9th episode of Tesla Daily.

好的，今天就到这里，感谢大家一如既往地收听。请确保您已经订阅并设置了通知，您也可以在X平台上找到我，在特斯拉播客上。明天我们将会见面，播出11月9日星期四的《特斯拉日报》。

Thank you.

谢谢你。