Tesla's Indonesia Plans Revealed / Elon's Plans Tonight / Ford Copies Tesla, Again ⚡️
发布时间 2023-08-14 21:36:36 来源
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MotorTrend on Model Y: https://www.motortrend.com/reviews/2023-tesla-model-y-long-range-first-test-review/
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00:00 - BYD to Demolish Old Legends
1:03 - Tesla Indonesia Plans
2:36 - Tesla Price Cuts
4:19 - Powerwall Rebates
4:32 - Cybertruck Production
5:12 - Keep Your Clothes On (Surfshark)
6:33 - Tesla Data Centers
10:20 - MotorTrend on Model Y
10:52 - Elon Donates to Population Support
11:07 - Ford Hires Apple Exec
11:29 - Ford Copies Tesla
11:59 - EV Graveyard Report
12:38 - Elon's Plans Tonight
14:05 - SMH Cruise
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#TeslaIndonesia #ElonvsMark #CybertruckProduction
GPT-4正在为你翻译摘要中......
中英文字稿 
Welcome to Electrified, it's your host, Dylan Loomis, quick shout out to my newest patron Drew. Thank you for choosing to support the channel.
欢迎来到《电化》节目，我是你的主持人Dylan Loomis。向我的最新赞助者Drew致以特别的感谢。感谢你选择支持这个频道。
We've been talking about it all year, and now BYD has made it official. They were celebrating a production milestone, and also the emergence of China as a global auto manufacturing powerhouse. They made a call to ban the Chinese industry together to demolish the old legends, and the BYD founder said I believe the time has come for Chinese brands. It's an emotional need for the 1.4 billion Chinese people to see a Chinese brand becoming global. They released a video that went viral, and at the end they touched on achieving new world-class brands under the slogan Chinese autos. In response, Neo CEO said I feel proud for China's auto industry we should learn from BYD's success. And the CEO of Li Auto said salute to BYD. Let's give a thumbs up to every participant in the new energy era.
我们整年都在讨论这个话题，现在比亚迪公司已经正式宣布了。他们正在庆祝一个生产里程碑，也庆祝中国作为全球汽车制造强国的崛起。他们呼吁中国工业一起摧毁那些旧的传说，比亚迪创始人说我相信中国品牌的时机已经到来。对于14亿中国人来说，看到一个中国品牌走向全球是一种情感上的需求。他们发布了一段迅速传播的视频，在最后，他们提到了在“中国汽车”的口号下实现新的世界级品牌。作为回应，蔚来汽车的CEO表示我为中国的汽车工业感到自豪，我们应该向比亚迪的成功学习。李汽车的CEO表示向比亚迪致敬。让我们为新能源时代的每一位参与者点赞。
If you've been around the channel back in 2021, Sandy Monroe predicted this exact thing. We're already seeing the invasion in Europe, and next up might be North America.
如果你在2021年曾经关注过这个频道，Sandy Monroe曾经预测过这件事。我们已经在欧洲看到了这种入侵的迹象，接下来可能会出现在北美。
The Indonesian cabinet has agreed to offer 0% export duty and value added tax exemptions to EV makers that would set up locally. But it's unclear how long these incentives would be offered and whether there would be other conditions attached. Potential investors can import cars to sell locally, but they must complete a factory within two years or face penalties that are still being formulated by the government. But this policy could still change. So initially, we would think there's some hope that Tesla could now test the waters by importing some cars to see what the demand is like. But in a separate report today, we learned something new. Indonesia said today Tesla plans to invest in the manufacturing of battery materials in the country and will make an announcement in the next few months. Luhut Panjaiten said Elon wants to invest in the manufacturing of materials for lithium batteries, but Tesla was not looking to build a car factory in Indonesia. The investment will be quite big, but let's wait for Elon to come here around the end of September or October this year. Nothing is a done deal, but this is the first we've heard that Tesla is not looking at manufacturing vehicles in Indonesia at least to start. So if Tesla doesn't make cars locally in Indonesia, then they would be forced to import and would a battery factory qualify as an option to avoid these penalties. It's all still under discussion and developing clearly Indonesia would love to have Tesla manufacturing vehicles locally, both for the local market and exports with this incentive, but it sounds like Tesla's not interested in that per the usual Tesla has cut prices on the higher end trims of the monowy in China and everybody seems to be panicking. The long range in performance variants have been dropped by about $1,900 or 4%.
印度尼西亚内阁已同意为本地设立的电动车制造商提供0%出口关税和增值税豁免。但尚不清楚这些激励措施的持续时间以及是否附加其他条件。潜在投资者可以进口汽车进行本地销售，但必须在两年内建成工厂，否则将面临政府制定的处罚。不过这一政策仍可能发生变化。因此，最初我们认为特斯拉现在可以尝试进口一些汽车以了解市场需求。然而，在今天的另一份报告中，我们了解到了一些新情况。印度尼西亚表示，特斯拉计划在该国投资制造电池材料，并将在接下来的几个月内发布公告。卢胡特·潘贾坚表示，埃隆希望在印度尼西亚投资锂电池材料的制造，但特斯拉并不打算在印度尼西亚建立汽车工厂。这笔投资将是相当大的，但让我们等待埃隆于今年9月底或10月来此参观。尽管还没有最终结果，但这是我们首次听到特斯拉至少在初期不打算在印度尼西亚制造汽车。因此，如果特斯拉不在印度尼西亚本地生产汽车，那么他们将被迫进口，并且电池工厂是否符合规避这些处罚的选择也还在讨论中。显然，印度尼西亚非常希望特斯拉能够本地制造汽车，既可以满足本土市场需求，也可以出口，但听起来特斯拉对此并不感兴趣，这是特斯拉一贯的做法。特斯拉已经在中国削减了Model Y高配车型的价格，似乎每个人都感到恐慌。长续航和高性能版车型的价格下降了约1900美元或4%。
But as Troy said, 80% of Model Y sales from Tesla China are the standard range variant which has seen no price change. It's only about 20% of Model Y sales out of China that are experiencing this price cut. I'm a long-term investor and let's just not forget that for Tesla to sell 20 million vehicles a year, they're not going to be able to do it at an average selling price of over $55,000 so we need the price cuts we need prices to come down margins be what they may in the short term. I think the bigger story is what's going on with the Chinese economy, the short story it's not great and remember the macro drives everything. At the same time Tesla is offering an $1,100 subsidy for Model 3's in inventory. This is for the entry level rear wheel drive Model 3 between now and September 30th if the customer buys insurance from an insurer that works with Tesla which of course is another anecdote for upcoming highland production from China and Jason Yang said the assembly line at the factory will be upgraded later this month and is highly likely we see the new Model 3 being loaded onto trucks next week. You would think the order of these two would be reversed but that's what he said. And a fun fact now as of July Tesla is the brand with the highest export volume among domestically made vehicles in China.
但正如特洛伊所说，特斯拉中国的Model Y销量中有80%属于标准续航版本，其价格没有变化。只有约20%的中国以外的Model Y销量享受了降价。作为一位长期投资者，我们不能忘记，为了每年销售2000万辆汽车，特斯拉不可能以平均售价超过55,000美元进行销售，因此我们需要降价，不管短期内利润多少。我认为更重要的是看中国经济的发展，简单来说不怎么好，记住总体经济状况会影响一切。与此同时，特斯拉正在提供对库存中的Model 3提供1100美元的补贴。这适用于从现在到9月30日购买与特斯拉合作的保险公司保险的入门级后驱Model 3。这当然是关于中国即将增加产量的另一个例证，而且杨杰森表示工厂的装配线将于本月晚些时候升级，很有可能我们下周就可以看到新款Model 3被装车。你可能会认为这两件事情的顺序会相反，但这就是他说的。有趣的是，截至7月，特斯拉成为中国国内制造的汽车中出口量最高的品牌。
Speaking of Project Highland if you see any rumors out there about the specs for the highland and they matched this list this is not true Warren just made these up as community notes has told us.
说起Project Highland，如果你看到任何关于Highland规格的谣言，如果它们与这个清单相符，那都是不真实的。Warren只是随便编的，正如社区的笔记所告诉我们的那样。
In case you're in Australia or the UK and a few other European countries the powerball may be a bit cheaper with some rebates available so check your email and check the websites if you're in those regions.
如果您在澳大利亚、英国或其他一些欧洲国家，购买 Powerball 的成本可能会便宜一些，并且还有一些折扣可供选择，所以请查看您的电子邮件和相关网站，以了解这些地区的信息。
Over the weekend Joe Tettmeyer shared some images of nine cyber trucks with covers in the parking lot at Gigatexis. So here you have it but there's actually some more as there was a piece of paper sticking out from one of these trucks. As you can see in this image if you zoom in you will see three little letters VIN. However Nitza's website may be telling us that any vehicle that's destined to be on the road actually requires a VIN even if it's not going to an end customer. I'm not 100% but I believe that even pre-production cars do have VINs.
在周末，乔·泰特迈尔分享了一些位于Gigatexis停车场的九辆带有遮挡物的塞博卡车的图片。所以这里有这些图片，但实际上还有更多的照片，因为其中一辆卡车上有一张纸条伸出来。如您在这张图片中可以看到，如果您放大查看，您会看到三个小字母VIN。然而，Nitza的网站可能在告诉我们，任何即将上路的交通工具都需要有一个VIN，即使它不是给最终客户使用。我不是百分之百确定，但我相信即使是预生产的汽车也有VIN。
Either way very exciting to see Gigatex is pumping out some cyber trucks. And we're about to highlight the critical importance of data through Tesla and on that note. If you're not using a VPN in 2023 I'd loosely compare it to running through a public park with no clothes on. You're really exposing yourself and it's completely unnecessary. Thanks to Matt Farrell from Undecided for highlighting the benefits of Surfshark the sponsor of this video because I've been on board ever since. I know most of us use credit cards online, bank online, shop online, talk to friends and family online. So if you want to encrypt all of your internet activity from hackers, spyware and malware Surfshark VPN is a trusted affordable source to do so. But it's far more than just privacy on all of your family devices with one Surfshark account though. It can get you better deals on flights and hotels as well as masking the location of your IP address to unlock new libraries of content. The UI is incredibly easy to use and anyone can get up and running in seconds. And yes, Surfshark has you covered whether you're at home, at the airport or in a hotel around the world. I prefer to take easy affordable steps of precaution rather than leaving myself exposed and I think most people should. To support the channel and to protect yourself, you can head to surfshark.deals. slash electrified at linked below and use my promo code electrified to get an extra three months free. And thanks to Surfshark for sponsoring this video.
无论如何，看到Gigatex正在推出一些电动卡车是非常令人兴奋的。同时，我们将通过特斯拉突出数据的重要性。顺便说一句，如果你在2023年不使用VPN，我会把它粗略地比作裸体在公园里奔跑。这样你会完全暴露自己，而且完全没有必要。非常感谢Undecided的Matt Farrell提醒了我们赞助商Surfshark的好处，因为我从那时起就一直使用它。我知道我们大多数人都在网上使用信用卡、网银、网购、与朋友和家人聊天。因此，如果你想要对所有的互联网活动进行加密，以防止黑客、间谍软件和恶意软件的攻击，Surfshark VPN是一个值得信赖的经济实惠的选择。但是，它不仅仅是为你和你的家人提供隐私保护，一个Surfshark帐户能为你提供更优惠的航班和酒店交易，同时掩盖你的IP地址的位置以解锁新的内容库。界面非常易用，任何人都可以在几秒钟内使用它。是的，不管你在家里、在机场还是在世界各地的酒店，Surfshark都可以为你提供保护。我更喜欢采取简单实惠的预防措施，而不是让自己暴露在危险之中。我认为大多数人都应该这么做。为了支持频道并保护自己，你可以前往下方链接的surfshark.deals/electrified，使用我的优惠码electrified可以额外获得三个月免费使用。感谢Surfshark赞助本视频。
There's been plenty of chatter about Tesla data centers today, but just remember back October 2021, Tesla announced the Gigafactory Data Center at Shanghai has officially landed. Tesla just posted on Weibo responding to some concerns about Century mode and they said unlike some brands that can remotely view the surrounding environment of the vehicle through Century mode, currently the data of Tesla vehicles is only stored offline in the USB device in the car. And neither the owner nor Tesla can view it remotely online. And confirming what we've known now for a long time, Tesla has established data center in China to localize data storage. All data generated by the sale of vehicles in the mainland Chinese market will be stored in China and Tesla has told us they also have plans to add more data facilities in China in the future. But it's unclear what level of data access Chinese authorities have to Tesla's Chinese customers. What type of data is the Chinese government concerned about? Well, things like traffic conditions and military and government compounds, surveying and mapping data beyond what the government discloses, the status of charging grids, face voice and car plate information, and any data deemed as affecting national security or public interest. But this situation is still causing problems even with Tesla having that data center set up. Just recently, some Tesla customers were unable to go to a local airport in China due to some of these security concerns.
今天有很多关于特斯拉数据中心的传闻，但请记得，早在2021年10月，特斯拉就宣布上海超级工厂数据中心已正式启用。特斯拉刚刚在微博上回应了一些对世纪模式的担忧，他们表示，与某些品牌可以通过世纪模式远程查看车辆周围环境不同，目前特斯拉车辆的数据只存储在车内的USB设备中，离线保存。车主和特斯拉都无法远程在线查看。并且，证实了我们很久以来所知道的事实，特斯拉在中国建立了数据中心来本地化数据存储。在中国内地市场销售的车辆产生的所有数据将存储在中国，特斯拉告诉我们，他们还计划在中国增加更多的数据设施。但目前尚不清楚中国政府对特斯拉中国客户的数据访问权限。中国政府关心什么类型的数据呢？嗯，像交通状况、军事和政府基地、测绘数据等，这些数据超出了政府披露的范围，还有充电网格的状态、人脸、声音和车牌信息，以及任何被视为影响国家安全或公共利益的数据。但即使特斯拉建立了数据中心，这种情况仍然引起了问题。最近，一些特斯拉客户由于安全顾虑而无法前往中国的一个当地机场。
The main reason people are talking about this today because last week Tesla posted this job in Austin, Texas for a senior engineering program manager for data centers. This role will lead the end to end design and engineering of Tesla's first of its kind data centers.
如今人们讨论这个的主要原因是因为上周特斯拉在德克萨斯州奥斯汀发布了一份招聘职位，即数据中心高级工程项目经理。该职位将负责领导特斯拉首个独一无二的数据中心的从头设计和工程工作。
But Tesla actually has data center plans globally, not just in China. They're also hiring in Palo Alto for a staff data center engineer. In this role, they take designs and design prototypes into functional production data centers. Of course, many people are jumping to something like Amazon web surfaces and perhaps in the future maybe, but right now it seems like these data centers are going to be for Tesla use only. You may recall Giga Nevada has a data center and X had a data center in Sacramento and then Elon said it was basically the worst place to have a data center in part due to the heat, but fast forward a few months later and Tesla actually bought that same facility.
但特斯拉实际上在全球范围内都有数据中心的计划，不只是在中国。他们还在Palo Alto招聘数据中心工程师。在这个角色中，他们将设计和原型设计转化为功能性的生产数据中心。当然，很多人可能会联想到亚马逊的网络服务等，也许在将来会是这样，但目前看来，这些数据中心仅供特斯拉使用。你可能还记得Giga Nevada有一个数据中心，而X在萨克拉门托也有一个数据中心，然后埃隆说那基本上是一个最糟糕的地方放置数据中心的地方，部分原因是因为炎热，但几个月后，特斯拉实际上购买了同样的设施。
The only report I could find on what Tesla was going to use that Sacramento data center for would be machine learning workloads including self driving car simulations. And earlier this year, Mexico now was reporting on the impact Tesla would have on data center demand in the location for Tesla to achieve autonomy. They need very high connectivity. And in the end, all that info communication goes to a data center that becomes the heart of the back and forth of the info of companies like Tesla.
我能找到关于特斯拉打算在萨克拉门托数据中心所用的唯一报告是进行机器学习工作负载，包括自动驾驶汽车的模拟。今年早些时候，墨西哥报道了特斯拉在该地区对数据中心需求的影响，以实现自动驾驶。他们需要非常高的连接性。最终，所有的信息通信都转到一个数据中心，成为像特斯拉这样的公司信息往来的核心。
And these data centers are a bigger deal than you might think data takes time to travel round trip distances are usually double the geographic distance because both the request and the response have to actually travel that distance. And data almost never travels in a straight line between the sender and the recipient. Instead, it meanders through different networks, routers and switches, each of which can add latency. The closer the data center is to its customers and the operations, the lower the latency. So it's true that one of the most important factors for data centers is actually location.
这些数据中心比你想象的更重要，因为数据往返需要时间，通常往返距离会比地理距离长两倍，因为请求和响应实际上都需要旅行这段距离。而且，数据几乎从不沿着发送方和接收方之间的直线传输。相反，它会穿过不同的网络、路由器和交换机，每一个都可能增加延迟。数据中心距离其客户和运营部门越近，延迟就越低。因此，数据中心最重要的因素之一正是位置。
Just like factories, Tesla wants to localize its production and it's going to do the same thing with data centers. And we talk about the importance of real world data for full self driving all the time. But don't forget about the energy side and things like auto bitter and power hub, where Tesla is still using all of that data and analytics to make its software even more efficient motor trend who has not always been the biggest Tesla fan can't deny how good the model Y is.
就像工厂一样，特斯拉希望本地化其生产，并且它打算用同样的方式建设数据中心。我们一直在谈论实际数据对于完全自动驾驶的重要性。但是不要忘记能源方面的事情，比如自动电费单和电力中心，特斯拉仍然利用所有这些数据和分析能力来使其软件更加高效。《汽车趋势》杂志，尽管他们并不总是特斯拉的最铁杆粉丝，但无法否认Model Y的出色之处。
Their whole review will be below, but they said it's hard to find fault with the electric SUV and easy to see why it's a strong seller. And their conclusion, there's no denying the Model Y is very, very good. And that, as our testing shows, it has been this good for the three years it's taken the competition to catch up. And while some competitors are as good as the Tesla, none is clearly better and the Model Y is still running at the front of the pack.
他们的整个评审将会在下文中，但是他们说很难找到电动SUV的缺点，并且很容易看出为什么它是一个强劲的销售产品。他们的结论是，毫无疑问Model Y非常非常好。正如我们的测试所显示的那样，它已经在过去三年中一直保持这种水准，而竞争对手追赶它花费了如此长的时间。虽然有些竞争对手和特斯拉一样好，但没有一个明显更好，而Model Y仍然是领头羊。
Just so you know, Elon's putting his money where his mouth is, his fund donated $10 million back in 2021 to support research programs. The money has been linked to the population well-being initiative and interdisciplinary research group at UT Austin devoted to the study of population. Ford has hired a former Apple exec Peter Stern to lead a newly created group focused on developing software based services across Ford's gas and EV business units. He'll be tasked with building out a business tied to Ford's Blue Crew's hands-free driver assist system, as well as safety and security services for the company's Ford Pro.
只要你知道，埃隆正在言出必行，他的基金在2021年捐赠了1000万美元来支持研究项目。这笔钱与人口福利倡议和德克萨斯大学奥斯汀分校的跨学科研究小组联系在一起，致力于人口研究。福特聘请了前苹果高管彼得·斯特恩来领导一个新成立的团队，专注于开发基于软件的服务，涵盖福特的汽油和电动车业务部门。他将负责构建与福特“蓝眼帮”的无人驾驶辅助系统以及公司福特Pro的安全和安保服务相关的业务。
Ford has decided to make its Blue Crew's hardware standard and then offer a subscription service just like Tesla does. Ford customers can activate Blue Crews at the time of purchase for three years for $2,100 or after a 90-day trial for $800 annually or $75 a month. Ford believes investing to include the hardware standard from the factory and then giving customers the flexibility to choose when and how they activate it is the right approach. Another page from the Tesla book.
福特决定将其Blue Crew硬件设为标准，并像特斯拉那样提供订阅服务。福特的客户可以在购买时以2100美元的价格激活Blue Crews三年，或者在90天试用后以每年800美元或每月75美元的价格激活。福特认为，从工厂开始将硬件设为标准，然后给客户选择何时以及如何激活它是正确的方法。这正是借鉴了特斯拉的做法。
You know all of those videos that went viral about the EV graveyards in China? Well, we have a new report. Take it for what you will, but inside China, Otto said most of these cars are five to six years old have seen significant use, have aftermarket accessories, trash in the cars and other signs of wear. That's because you're looking at a fleet of retired ride share cars that were once operated in large cities in China.
你知道那些在中国流传开来的有关电动汽车坟地的视频吗？现在我们有了一份新报道。无论你如何看待这个报道，但是在中国国内，奥托表示，这些大部分都是五到六年的车龄，经历了大量使用，还有改装配件，车内还有垃圾以及其他磨损迹象。这是因为这些车是中国大城市曾经使用的退役共享汽车车队。
These X ride share cars also share their space with retired taxis, wrecked cars and some new unregistered EVs from foreign brands, which are indeed struggling to sell. I'm not sure we'll ever know the truth, but I think it's important to at least hear both sides of the argument.
这些X网约车与已经退役的出租车、废弃车辆以及一些新的未注册的国外品牌电动汽车共享空间，这些电动汽车正面临销售困境。我不确定我们是否能真正了解真相，但我认为至少应该倾听双方的论点是很重要的。
Here we have the latest madness on this Elon and Zuck situation. I don't have any idea what's going on. On Friday, Elon said he spoke to the Prime Minister of Italy and Minister of Culture. They've agreed on an epic location for the fight, but then Elon gave an update on his MRI saying there's a problem with his right shoulder blade rubbing against his ribs, which requires minor surgery. Recovery will only take a few months.
在这里，我们看到了关于埃隆和扎克情况的最新疯狂。我完全不知道发生了什么。上周五，埃隆表示他和意大利总理以及文化部长进行了交流。他们达成了一个史诗级的战斗场所协议，然而埃隆又在他的磁共振扫描结果中提到了一个问题，他的右肩胛骨与肋骨摩擦，需要进行轻微的手术。恢复只需要几个月的时间。
And then Walter Isaacson shared a screenshot of some texts between Elon and Zuck. Elon said want to do a practice bout at your house next week. Zuck said if you still want to do a real MMA fight, you should train on your own and let me know when you're ready. Then Elon said I'll be in Palo Alto on Monday. Let's fight in your octagon. I've not been practicing much apart from a brief bout with Lex Friedman today. Pause it if you want to read it, but Zuck basically said that Elon wasn't serious and that he was going to move on and there was not going to be a fight.
然后，沃尔特·艾萨克森分享了埃隆和扎克之间的一些短信截图。埃隆说下周想在你家进行一次练习比赛。扎克说如果你还想进行一场真正的综合格斗比赛，你应该自己训练，并在准备好时告诉我。然后埃隆说我星期一会在帕洛阿尔托，我们在你的八角笼中打一场。我除了今天和莱克斯·弗里德曼进行的一次短暂比赛外，没怎么练习。如果你想看，可以暂停一下。但扎克基本上说埃隆不是认真的，他将继续前进，不会有一场比赛。
Then this afternoon, Elon said for the Tesla FSD drive in Palo Alto tonight, he's going to ask the car to drive to Zuckerberg's house. He'll also test the latest X live stream video so you can monitor the adventure in real time. If we get lucky and Zuck actually answers the door, the fight is on. And just before that, Elon said the challenge has been accepted and that Zuck should open the door. So we've gone from an official fight in a Colosseum setting to no fight to now potentially a fight in Zuck's backyard. And I guess we'll see what if anything happens tonight.
今天下午，埃隆表示，今天晚上在帕洛阿尔托进行特斯拉全自动驾驶（FSD）测试期间，他打算要求车辆开到扎克伯格的家。他还将测试最新的X直播视频，让大家能够实时监控这次冒险。如果我们运气好，扎克实际上会回答门，那么就会进行一场战斗。就在那之前，埃隆表示已经接受了挑战，扎克应该开门。所以我们从原本在竞技场中举行的正式战斗，转变为没有战斗，现在可能会在扎克的后院展开战斗。我猜今晚会发生什么，我们拭目以待。
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不要忘记查看下方的Surfshark链接，以利用这些免费的月份。希望你们度过愉快的一天。如果你喜欢这个视频，请给它点个赞，也非常感谢所有支持我的Patreon支持者。