Tesla Shines, Musk Slips in Owner Survey + Reuters Special Report

Hey everybody RobMower here and today we are going to be talking about the results of Bloomberg's Model 3 owner survey. Pretty comprehensive survey, a lot of interesting details in there. We've also got a bit of news on FSD, a couple of different reports to go through, and other items as well. Not the best day for Tesla stock today after a strong start finishing down 3.25% to close at $255.71, while the NASDAQ was down about half a percent on the day. As a macro reminder, tomorrow morning we will get the Personal Consumption Expenditures report, BCE, so we'll keep an eye out for how those numbers come in.

大家好，这里是RobMower。今天我们要谈谈Bloomberg对Model 3车主调研的结果。这是一项非常全面的调查，其中有很多有趣的细节。此外，我们还会讨论FSD的一些消息，还有其他的一些项目。对于特斯拉的股票来说，今天并不是一个好日子，尽管一开始表现较强，但最终下跌了3.25％，收于255.71美元，而纳斯达克指数当天下跌了约0.5％。提醒一下，明天早上我们将获得个人消费支出报告，我们将密切关注这些数字。

Alright, we'll start off with a couple of quick items yesterday. Elon tweeted that he tested the version 12 alpha build of FSD beta and said that it is mind-blowing. So, as a reminder, FSD version 12 is supposed to be sort of end-to-end neural networks or AI control compared to today where neural networks are being more heavily used for perception and then for planning or control. There's a higher ratio of things that are specifically programmed or essentially hard coded into that process. So, version 12 would be eliminating a lot of that manual coding, replacing that in favor of neural network type of controls, which is a very exciting prospect because those neural networks can then be refined and trained over time, and just like we have seen perception, get a lot better, hopefully planning and decision-making would get a lot better very quickly as well. So, it's an exciting teaser from Elon Musk, obviously we don't know what the timeline on that would be as usual, but I do think it's encouraging for them to at least have a testable alpha version ready at this point, although we can't know for sure if that is still relying on for the lack of a better term some hard coding or if so to what extent that may be the case. So, again, best to keep expectations in check.

好的，让我们先来谈谈昨天的一些快讯。埃隆发推文说他测试了FSD Beta版本12的Alpha版，并表示非常惊艳。所以，作为提醒，FSD版本12应该是一种端到端的神经网络或人工智能控制，相比目前更多地使用神经网络进行感知和规划或控制。在这个过程中，有很多特定的编程或实质上的硬编码。因此，第12版将消除很多手动编码，取而代之的是神经网络类型的控制，这是一个非常令人兴奋的前景，因为这些神经网络可以随着时间的推移进行改进和训练，就像我们已经看到感知变得更好一样，希望规划和决策也能够快速变得更好。所以，这是埃隆·马斯克给出的一个令人兴奋的提示，显然我们不知道这个时间表会是什么样子，但我认为他们至少已经有了一个可测试的Alpha版本，虽然我们不能确定这是否还依赖于更多硬编码，或者如果有的话它的程度是如何。所以，最好保持期望值的平衡。

Alright, next up we've got a couple new photos of what is most probably a test Model 3 highland. After a bit of a lull, it seems like we've got a couple more sightings of these over the last few days. These photos shared on Twitter by Y2K-Caulin, if we look at the front, you can pretty clearly see that there is a very straight horizontal line in front fender, as compared to a more downward sloping line on the current iteration of the Model 3, so this would match the one uncovered leak that we had previously seen, but obviously hard to tell too much with the covers that Tesla's got on. There have also been rumors over the last couple of days and it does seem to be the case that there is some production downtime right now at Fremont, which shouldn't be too surprising given Tesla's comments on the Q2 call. I still think we're a ways out from any sort of confirmation or details on highland, but hopefully that all goes smoothly for Tesla.

好的，接下来我们有一些关于可能是测试版Model 3高地版的新照片。在经历了一段时间的冷静之后，似乎在过去几天里我们又见到了几张这样的照片。这些照片是由Twitter上的用户Y2K-Caulin分享的，如果我们看一下前部，很明显可以看到前挡泥板上有一条非常直的水平线，与当前版本的Model 3上更倾斜的线条相比，所以这与我们之前看到的一个泄密事件相吻合，但很显然，由于特斯拉的遮挡物，很难看出太多细节。在过去的几天里，也有一些关于Fremont工厂正在进行生产停工的传言，这并不令人意外，考虑到特斯拉在Q2电话会议上的评论。我仍然认为离关于高地版的任何确认或细节还有一段时间，但希望对特斯拉来说一切都能顺利进行。

Alright speaking of the Model 3, let's get into the Bloomberg Model 3 owner survey, so many of you may remember that Bloomberg did a Model 3 owner survey back in 2018-2019 of early Model 3 owners, and it was really insightful because it showed how much people just loved this vehicle, how much better their experience with this car was than their previous vehicles. The results were pretty validating of what was to come at that point in time. And this is also done by Tom Randall, who I've got a lot of respect for, obviously with the media it's kind of hit or miss, but I think Tom does a good job. And they control this survey with things like vehicle identification numbers, so it should be a pretty solid methodology, more so than we usually see for these types of things.

好，说到Model 3，让我们来谈谈彭博(Model 3)车主调查，你们中的许多人可能还记得彭博在2018年至2019年对早期Model 3车主进行的调查。这份调查非常有见地，因为它显示了人们对这辆车的喜爱程度，以及他们与之前车辆相比，对这辆车的体验有多好。这些结果在当时非常有验证性。这个调查也是由汤姆·兰德尔负责的，我非常尊重他，媒体的报道时好时坏，但我认为汤姆做得很好。他们通过车辆识别号等方式控制着这个调查，所以这个方法论应该相对来说比我们通常看到的那些更可靠。

So anyway, this is the follow up survey, so again thousands of Model 3 owners, many of whom were from that first survey, so Bloomberg was able to kind of track responses over time, which gives some pretty interesting insights. Now unfortunately it's been mired down in focus on Elon Musk and thoughts on Elon Musk. People talk about those, but I do want to start with things that are going to get less attention but are ultimately I think quite a bit more important.

所以无论如何, 这是后续调查, 所以再次有成千上万的Model 3车主参与, 其中很多人都曾参加过第一次调查, 因此彭博社能够跟踪时间推移中的回应, 这提供了一些非常有趣的见解。不幸的是, 它在关注埃隆·马斯克和对埃隆·马斯克的看法方面陷入了困境。人们谈论这些事情, 但我想先从那些会受到较少关注但实际上更加重要的事情开始。

Starting with the fact that across 5600 owner surveys, the Model 3 is still receiving phenomenal scores from respondents. So three statements here and then the degree to which respondents agreed with those statements. The Model 3 is enjoyable to drive, I would recommend a Tesla to my friends or family, the Model 3 exceeded my expectations. And remember because of Tesla's success since then expectations are probably quite a bit higher now. However, starting with that top question, Model 3 is enjoyable to drive, 4.91 score in 2023 from the survey, which means the average response is a strongly agree. You can barely even see any little slivers of people even saying neutral, let alone disagree or strongly disagree on this statement. Now going down the line, I would recommend a Tesla to friends or family. Again the average here strongly agree it looks like maybe 90, 95% or so, either strongly agree or agree. That's a really great score but obviously it's down trended from the probably untouchable score that Tesla had back in 2019. And then a similar score on Model 3 exceeded my expectations.

首先，通过5600份车主调查来看，Model 3仍然获得了来自受访者的惊人评分。因此，以下是三项陈述，以及受访者对这些陈述的认同程度。Model 3驾驶愉快，我会向我的朋友或家人推荐特斯拉，Model 3超出了我的期望。请记住，由于特斯拉的成功，现在人们对其期望可能更高。然而，就最重要的问题来说，Model 3的驾驶愉快度在2023年的调查中得分为4.91，这意味着平均回答是强烈同意。几乎看不到有人选择中立，更不用说不同意或强烈不同意这个陈述了。接下来，我会向朋友或家人推荐特斯拉。同样的，在这一项中平均得分显示强烈同意的可能是90%或95%左右。这是一个非常好的分数，但显然从2019年特斯拉无可挑剔的得分下降了。然后，在Model 3超出了我的期望这一陈述上也得到了类似的得分。

So overall, 87% of respondents saying that they are considering another Tesla for their next vehicle purchase, 96% saying they're considering an EV for their next vehicle purchase. That means that more than 90% of those that are considering an EV are considering a Tesla. That is a really, really good result.

总体上，87%的受访者表示他们正在考虑购买特斯拉作为下一辆车，96%表示他们正在考虑购买纯电动车作为下一辆车。这意味着超过90%考虑购买纯电动车的人正在考虑购买特斯拉。这是一个非常非常好的结果。

Alright, reliability and service, these are two things that Tesla has often faced criticism for. If we look at the scores though, very high marks on reliability, almost all owners saying that they strongly agree or agree that the Model 3 has been more reliable than previous cars they have owned. And that remains the case even when broken down further by category.

好的，可靠性和服务，这是特斯拉经常受到批评的两个方面。然而，如果我们看一下评分，就会发现在可靠性上得分非常高，几乎所有车主都表示他们强烈同意或者同意Model 3比他们之前拥有的汽车更可靠。而且，即使进一步按照类别分解，情况仍然如此。

Now for service, this is a situation where someone has had an issue, right? They need something to be fixed. So they're probably not super happy in the first place. But actually really good scores here, people are very satisfied on average with mobile service, satisfied with service centers, satisfied with stores. And 91% of respondents said that the service they received was adequate and that is up from 2019. And 90% said that they received service in a timely manner, also up from 2019. So obviously room for improvement, but I think really good scores across the board here and paints things in a much different and probably much more accurate light than we tend to hear as the narrative of oh, Tesla's are unreliable or oh, Tesla's service is terrible. It's just not the case. These responses indicate that Tesla is very good to even excellent in those categories.

现在谈论服务，这是有人遇到问题的情况，对吧？他们需要修理什么东西。所以一开始可能并不是非常开心。但实际上，在这里得分非常高，整体上用户对移动服务很满意，对服务中心和门店也很满意。91%的受访者表示他们收到的服务是充分的，这较2019年有所提高。90%的受访者表示他们及时地得到了服务，这也较2019年有所提高。所以显然还有改进的空间，但我认为这些得分非常好，从整体情况来看，描述了一个与我们通常听到的"特斯拉不可靠"或"特斯拉的服务糟糕"的叙述截然不同且可能更准确的情况。这些回应表明在这些方面特斯拉是非常好甚至优秀的。

Few other interesting things, autopilot and FSD, actually the majority of respondents said that FSD was worth what they paid for it. And most agree that it is a useful feature in its current state of development and that it improves their safety. Obviously the responses are more polarized on the FSD topics than some other areas, but interesting to see that. And most feel like Tesla is on the right track with their full self driving development.

还有一些其他有趣的事情，自动驾驶和全自动驾驶（FSD）。实际上，大多数受访者表示他们购买FSD物有所值。大多数人同意FSD在目前的开发状态下是一个有用的功能，并且它提高了他们的安全性。显然，在FSD的话题上的回应比一些其他领域更具极端性，但这也是很有意思的。大多数人认为特斯拉在全自动驾驶技术的开发方面走在了正确的轨道上。

Additionally for autopilot specifically, Tesla owners reported that autopilot made them safer drivers. The result there was a 4.2. So an average between agree and strongly agree for charging Tesla getting really strong marks here, no surprise, but indicates that Tesla owners are not struggling with any perceived inconvenience from EVs. And then for Tesla insurance, the user experience seems to be going well with most indicating that they would be likely or very likely to recommend insurance to someone else.

此外，就特斯拉的自动驾驶系统而言，特斯拉车主表示自动驾驶使他们成为更安全的驾驶者。这方面的结果是4.2。所以在给特斯拉充电的问题上，特斯拉车主普遍认为充电是非常方便的，这一点并不让人意外，但也表明特斯拉车主并没有遇到任何电动汽车所带来的不便之处。至于特斯拉的保险业务，用户体验似乎也很好，大多数人表示他们很可能或非常可能向他人推荐购买特斯拉的保险。

So a lot of insightful and really good things in there, but obviously most of the attention going to the results from Elon Musk, they looked at all the questions that they had that were consistent between 2019 and 2023. The biggest decline was responses to the statement of my opinion of Tesla CEO Elon Musk is positive. That was a 4.4 score on average in 2019. That's now dropped to 2.97, roughly a neutral opinion. Most respondents felt that Elon Musk's recent public statements had harmed Tesla's reputation rather than improved it, and most said that those statements had lowered their opinion of Elon. As this chart demonstrates, 91% of owners who said that they would not buy another Tesla had unfavorable opinions of Elon Musk. But remember that is a very small percentage of respondents. Most people are considering buying another Tesla again, 87% considering buying another Tesla. So would a less opinionated Elon Musk improve these results? Probably. But from the responses, the impact isn't all that significant today. And as a reminder, these things can change over time. We've talked about the pretty high degree of volatility in brand surveys before, so it doesn't mean that it couldn't get worse and become more significant of an issue, but it could also get better over time as well. It's also worth a reminder that these are current Tesla owners, so although maybe they aren't as happy with Elon Musk's recent comments, there's an argument to be made that that does appeal to you a different demographic that maybe helps some people consider a Tesla that wouldn't have considered it before. So the net at the moment probably negative, but again, hopefully not too impactful to what Tesla is trying to accomplish. I think pretty much across the board, the rest of the results are incredibly strong.

在这里有很多见解深刻且非常好的内容，但显然大部分关注度都集中在埃隆·马斯克的结果上，他们检视了2019年和2023年之间有关问题的一致性。最大的下降是对于“我对特斯拉CEO埃隆·马斯克的看法是积极的”这一说法的回应。在2019年，这个平均分数是4.4分。现在降到了2.97分，差不多是一个中立的观点。大多数受访者认为埃隆·马斯克最近的公开声明损害了特斯拉的声誉，而不是提升了它，大多数人表示这些声明降低了他们对埃隆·马斯克的看法。正如这张图所示，91%表示不会再购买特斯拉的车主对埃隆·马斯克持不利意见。但请记住，这只是受访者中很小的一部分。大多数人正在考虑再次购买特斯拉，87%的人正在考虑再次购买特斯拉。那么，一个更少表达意见的埃隆·马斯克会改善这些结果吗？可能会。但从回应来看，影响并不那么显著。同时，要提醒的是，这些情况可能会随着时间变化。以前我们提到过品牌调查的波动性相当高，所以这并不意味着情况不会变得更糟甚至更加严重，但它也可能随着时间的推移而变得更好。还值得提醒的是，这些都是现在的特斯拉车主，所以尽管他们对埃隆·马斯克最近的评论可能不太满意，但可以说这对于吸引不同人群的人来考虑购买特斯拉可能有一定的吸引力，而这些人以前可能根本没有考虑过。所以目前净影响可能是负面的，但希望不会对特斯拉的目标产生太大影响。我认为在所有方面，其他的结果都非常出色。

Alright, let's move on from that survey. We do have a couple other articles today that are getting some attention. First, we've got an article from CNBC about the California Attorney General investigating Tesla regarding autopilot, things like phantom breaking. If you read this article and you know who Greg Wester is, well, that should tell you all you need to know. The guy has a lot of bias against Tesla, so I don't think we need to spend a ton of time on this. I think we have already known that obviously regulatory institutes are very interested in what Tesla is doing with autopilot, so I think there's always a degree of quote unquote investigating that is happening, and that's part of what they should be doing as regulators.

好的，让我们继续讨论其他几篇引起了一些关注的文章吧。首先，我们有一篇来自CNBC的文章，关于加州总检察长调查特斯拉的自动驾驶技术，比如幻影制动等问题。如果你读过这篇文章，并认识Greg Wester，那么你应该知道他对特斯拉有很大的偏见，所以我认为我们不需要花太多时间来讨论这个问题。我认为我们已经知道监管机构对特斯拉的自动驾驶技术非常感兴趣，所以我认为一直有所谓的“调查”正在进行，这是监管机构应该做的一部分。

Now the other article was a quote unquote special report by Reuters, so they busted out the fancy graphics for this one. This is like a 3 or 4000 word article. A lot of words to really not say a whole lot. I'm not even sure what their main point is. They talk about a variety of different things, but they're all around range, which can pretty much be summarized by something that we all know, which is that EPA range is not equivalent or supposed to be equivalent to real world range.

现在，另一篇报道是路透社引用的所谓特别报道，所以他们用了一些花哨的图形。这是一篇三四千字的文章。这么多话实际上并没有传达太多信息。我甚至都不确定他们的主要观点是什么。他们谈论了各种不同的事情，但都与续航里程有关，这基本上可以总结为我们都知道的一点，即美国环保署（EPA）的续航里程与真实世界的续航里程不相等，也不应该相等。

They seem to try to paint Tesla into this gacha moment about cars delivering lower ranges, particularly in like cold conditions, which I mean, it's kind of just physics, but they detail this story from one customer. I'm not going to be able to get through this without laughing, but the first quote in this article is quote, we're looking at the range and you literally see the number decrease in front of your eyes. You set off his dashboard range meter. Pretty sure that's how it's supposed to work. Obviously understand the point that he's trying to make that it's going down more quickly than what he would have hoped, but that being the way of explaining it kind of gives you a flavor for this article in general, I would say.

他们似乎试图将特斯拉画成一个关于车辆续航低的“gacha时刻”，尤其是在寒冷条件下，虽然这种情况只是物理学的一部分。他们通过一个客户的故事来详细叙述这个情况。不笑一下是不可能的，但是这篇文章的第一句引语是：“我们注意到续航里程数字在眼前直接减少。”你设置了他的仪表板续航里程计。我很确定这就是它应该工作的方式。显然，我理解他试图表达的观点是它的下降速度比他希望的更快，但是这种解释方式可以给你一个大致了解这篇文章的风格。

Anyway, they go on to talk about how this guy was convinced that there was an issue with his battery because of the range that he was getting. So he tried to schedule service and have Tesla look at the battery, Tesla looked at it remotely with remote diagnostics and said, no, you're good, canceled the appointment, which Reuters then tries to turn into some big scandal like Tesla had a specific team dedicated to canceling service appointments for people with battery issues. Well, no, they just looked into the issue remotely and realized that it would be a waste of everybody's time. What a truly scandalous thing to have people working on.

无论如何，他们继续谈论这个人因为续航里程而认为自己的电池有问题。所以他试图预约服务让特斯拉检查电池，特斯拉用远程诊断工具检查了电池后说，不，你的电池没问题，取消了预约。然后路透社试图把这件事夸大成特斯拉专门设立了一个团队来取消有电池问题的人的服务预约，真是令人震惊的事情啊。实际上，他们只是远程调查了这个问题并意识到这样做对大家都是浪费时间而已。多么丑闻的事情啊，他们竟然让人们处理这样的事情。

So anyway, this is like a 3000 word article. That quote was in the first couple of paragraphs. The last couple of paragraphs of the article literally says quote, after doing more research into range estimates, he said he ultimately concluded there is nothing wrong with his car and quote. So they make a huge deal out of Tesla canceling these service appointments and then they go on to say, oh, Tesla was actually right and there wasn't an issue and it should have been canceled. Wow. Well, I'm glad that there's nothing else out there that is more worthy of a special report from Reuters than this captivating topic, which they then try to spin into it being Tesla's fault for people feeling like there's battery problems because of how they are displaying range. If they feel so strongly about this, maybe they should be doing a special research report into the EPA test cycle and how that could be improved rather than criticizing Tesla for displaying unrealistic range.

无论如何，这是一篇大约3000字的文章。那个引用是在文章的开头几段中。文章的最后几段直接说，引用一下，“在进一步研究了续航里程估算后，他说他最终得出结论，他的车没有任何问题。” 所以他们对特斯拉取消这些服务预约大惊小怪，然后他们接着说，噢，特斯拉其实是对的，没有问题，应该取消。哇哦。好吧，我很高兴没有其他更值得路透社做一个特别报告的事情比这个引人入胜的话题，然后他们试图将其转变为特斯拉的错，因为人们觉得电池有问题是因为他们在显示续航里程时是不真实的。如果他们对此感到如此强烈，也许他们应该对EPA测试周期进行特别的研究报告，以改善情况，而不是批评特斯拉显示不切实际的续航里程。

Now, I think we all know if you drive a Tesla that the energy meter and trip planners are both phenomenal at predicting range. But of course, it's going to be very rare where EPA test conditions match up with real world driving, especially if you're doing a lot of high speed driving, because the EPA test cycle really doesn't go that fast. So they seem to basically be asking Tesla to just voluntarily under report when other manufacturers are obviously not going to do that.

现在，我认为我们都知道，如果你开特斯拉，能源计量器和行程规划器在预测续航里程方面都非常出色。但当然，在现实驾驶中，很少有情况能与美国环保署（EPA）的测试条件完全匹配，尤其是如果你经常高速行驶，因为EPA的测试循环速度并不那么快。所以他们似乎基本上在要求特斯拉自愿降低报道时的续航里程，而其他制造商显然不会这样做。

There is very one small part of the article that seemed to have maybe a reasonable criticism where it talked about how Tesla had built an algorithm that displayed a little bit more range for the top 50% of the charge curve. And then over time as a declined to the lower 50%, it started to show something a little bit more realistic. But that was very early days for Tesla. And I think they probably did that so that when people got into lower numbers, they wouldn't end up being stranded. Obviously these days, Tesla is still using algorithms to figure these things out. They're just a lot more refined than they were in 2013. I also had to chuckle because at the same time as they were talking about Tesla overstating range, they talk about how Tesla then left a safety buffer of about 15 miles to again protect from anybody getting stranded. So which is it? Are they overstating it? Are they understating it? Depends on which part of the article you want to read and then sensationalize. Poor reporting is nothing new for Tesla, but it's been a while since I've seen one this bad and it's so long, but at least we got some laughs out of it.

文章中有一小部分似乎有一个合理的批评，即特斯拉开发了一个算法，在电量曲线顶部的50%显示了更大的续航里程，然后随着电量下降到低于50%，显示的续航里程变得更现实一些。但那时对于特斯拉来说是非常初期的阶段。我认为他们可能那样做是为了当人们的电量降低到较低数值时，不会出现滞留的情况。显然，如今特斯拉仍然使用算法来计算这些续航里程，只是比2013年时更加精细。我也不禁笑了，因为他们在谈论特斯拉夸大了续航里程的同时，又提到特斯拉留下了大约15英里的安全缓冲区以防止任何人被困。那么到底是哪种情况呢？他们是夸大了还是低估了？这取决于你想读取文章的哪个部分，并夸大其词。对于特斯拉来说，糟糕的报道并不新鲜，但我已经很久没有看到这么糟糕而且篇幅如此之长的报道了，不过至少我们从中获得了一些笑声。

Alright last item for today, Ford has reported their Q2 earnings. They did beat expectations on the top and bottom line. And similar to GM yesterday, they did increase their earnings guidance for the entirety of the year.

好的，今天最后一条新闻，福特汽车已公布他们的第二季度收益报告。他们在销售额和利润两方面超出了预期。与昨天的通用汽车类似，他们还将全年收益预期上调了。

But I am most interested in their progress on electric vehicles. So they did lose another $1.1 billion in earnings before interest in tax this quarter on the EV business. Ford commendably, one of the very few that breaks this out. Another huge loss, this is up from $700 million last quarter. Their margin improved a bit. Negative 101% last quarter, negative 59% even margin this quarter. And Ford adjusted their guidance for EVs.

但我最感兴趣的是他们在电动汽车领域的进展。所以他们在这个季度的电动汽车业务上再次亏损了11亿美元，不包括利息和税收。值得称赞的是，福特是极少数对此进行分析的公司之一。这次亏损巨大，比上个季度的7亿美元还要高。他们的利润率有所改善。上个季度亏损101％，这个季度的利润率仍然为负59％。福特也调整了他们对电动汽车的指引。

So overall the business they guided up, but EVs they guided down. They said that they now expect to hit a run rate of 600,000 vehicles produced sometime in 2024 that previously had been 2023. And they now expect to lose 50% more this year on the EV business than they previously guided for. And that was a $3 billion e-bit loss for the year previously. They've increased that to now a $4.5 billion loss this year.

总体来说，他们引导的业务有所增长，但电动汽车(EVs)的指导数量下降了。他们表示，他们现在预计在2024年生产的汽车数量将达到每年60万辆，之前预计为2023年。而他们现在预计今年电动汽车业务的亏损将比之前预测的多50%。而之前一年的亏损为30亿美元。他们将今年的亏损额增加到了45亿美元。

I do have to wonder how much the Model Y price cuts influenced those projections. So we'll keep watching that, but that'll wrap it up for today as always. Thank you for listening. Make sure you're subscribed and signed up for notifications. And also find me on Twitter slash X at Tesla podcast.

我确实不禁怀疑Model Y的价格削减对这些预测产生了多大的影响。因此我们将继续关注，并在今天的节目中结束。感谢您的收听。请确保订阅并开启通知。您也可以在Twitter上找到我，用户名为Tesla podcast（斜线X）。

And we'll see you tomorrow for the Friday, July 28th episode of Tesla Daily. Thank you.

明天我们会在7月28日（星期五）的节目中再见。谢谢。