Highland Showroom Models / Tesla's New Rental Program / Acura ZDX EV ⚡️
发布时间 2023-08-17 21:53:32 来源
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00:00 - Project Highland
1:24 - Cybertruck Ramp
2:49 - Tesla's Demand Problem
3:23 - Lol
3:54 - JD Power Charger Study
5:28 - Tesla Like (Vessi)
6:49 - Tesla Warns Core
7:12 - Ford's Next Factory
7:56 - Elon on Buffet/Japan
8:17 - UK V4
8:46 - Tesla Is Up to Something
9:56 - India Export Hub
11:20 - Acura ZDX
12:10 - Rivian R1S Dual Motor
12:33 - ADAS Study
13:07 - SpaceX Profit
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#ProjectHighland #Tesla #TeslaNews
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中英文字稿 
Welcome to Electrified, it's your host Dylan Loomis. So at this point, the drum beat for Project Highland is absolutely deafening. People familiar are saying Tesla is set for mass production of the revamped Model 3 as soon as next month, which would be September. Tesla is in the final stages of producing display vehicles which will be shipped to Tesla showrooms later in August. Mass production is set to follow, again in September. Output will ramp up through China's National Day Holiday, which starts September 30th.
欢迎来到Electrified，我是你的主持人迪伦·卢米斯。目前，关于高地计划项目的鼓点声绝对震耳欲聋。熟悉情况的人士表示，特斯拉很快就要开始大规模生产改良版的Model 3，可能是在下个月，也就是九月份。特斯拉目前正处于生产展示车辆的最后阶段，这些车辆将在八月底后运往特斯拉展厅。大规模生产将在九月份开始，并将在中国国庆节假期（9月30日起）期间逐渐提升产量。
When you really think about it, it's very impressive how secret Tesla has been able to keep what these actual changes are going to be given how long and how many people are looking to find any detail we can get. Like I said yesterday, this confirms September production sounds very likely, but before that maybe we get some showroom vehicles later this month, and hopefully somebody takes some video and it spreads around the internet.
当你真正思考起来，特斯拉的秘密保守能力真是令人印象深刻。尽管有很多人长时间以来一直在寻找任何细节，但特斯拉仍能保守住这些实际的变化是什么。就像我昨天说的，这确实证实了九月份开始生产听起来非常有可能，但在那之前，可能在本月晚些时候我们会看到一些展厅车辆，希望有人能拍些视频并在互联网上广为传播。
On the Irish Tesla configurator, some people were seeing this new vehicle coming soon, then saying maybe this is Project Highland. But I do not think that's the case because this is an inventory vehicle and this wording is on some inventory pages. I believe it just means a vehicle of this configuration will be available locally soon. Remember, if Tesla put wording like this on the Model 3 configurator for new orders, that would of course delay some of those orders, the Osborne effect, so they most likely would never do that.
在爱尔兰的特斯拉配置器上，一些人看到了即将到来的新车型，并表示这可能是高地项目。但我不认为情况是这样的，因为这是一辆库存车辆，这个词也出现在一些库存页面上。我相信这只是意味着这种配置的车辆将很快在当地可用。记住，如果特斯拉在Model 3配置器上为新订单添加这样的文案，那当然会延误一些订单，这就是奥斯本效应，所以他们很可能永远不会这样做。
On the Cybertruck front, I just want to say, Gregor truck, you're the man, love what you've been doing lately, but I feel the need to throw a bit of cold water on this idea that maybe we're going to see a much faster ramp with the Cybertruck than we did the Model 3 and why. Is it possible? Absolutely. Am I rooting for it? Absolutely. We just have to remember there is a lot of new technology, many new manufacturing techniques, so just because we've seen maybe 20 or so come out of Gigataxis in the past week or so, does not necessarily mean we're about to see some crazy exponential ramp this year. And yes, I would love to be proven wrong on this one, and sure, Elon has made some statements about how experienced Tesla is with ramps, but he's also many times warned us and told us to keep our expectations very low for the Cybertruck ramp, so just wanted to touch on that.
关于Cybertruck的事情，我想说，Gregor，你太厉害了，很喜欢你最近的工作，但是我觉得有必要稍微泼点冷水在这个可能会有比Model 3更快发展的Cybertruck上。这有可能吗？当然可以。我会支持这个发展吗？当然会。但是我们必须记住，这里涉及到很多新技术，许多新的制造技术，所以仅仅因为我们可能在过去的一周左右看到了大约20辆Cybertruck离开Gigafactory，不一定意味着我们即将见证今年的疯狂指数级增长。是的，我很愿意我被证明是错的，当然，Elon也曾经多次警告我们并告诉我们对Cybertruck的期望要非常低，所以我只是想提一下这个。
Honestly, at this point, one of my biggest questions is, will we see any trucks with the ability to carry more than just three Cybertrucks? That's the most we've seen so far. So is something like this going to be out of the question given the size and weight of the Cybertruck. The latest tracking update has some Cybertrucks on the i70 in Indianapolis, where we headed. Anybody's guess? My best guess would still be to do some crash testing somewhere. I've seen many folks thinking these are going to showrooms, but the ones that we've seen actually looked a little dirty and you would think they would actually be covered up if that was their end purpose.
说实话，在这个阶段，我最大的问题之一是：我们是否会看到能够携带超过三辆Cybertruck的卡车？迄今为止我们所见的最多就是三辆。考虑到Cybertruck的尺寸和重量，是否像这样的卡车是不可能的呢？最新的追踪更新显示有一些Cybertruck在印第安纳的i70上，而我们就要去那里了。有人猜得出吗？我最佳的猜测仍然是在某个地方进行一些碰撞测试。我见过很多人认为这些Cybertruck会展示在展厅里，但我们看到的那些实际上有点脏，如果它们的最终目的是展示，你会想它们应该被遮盖起来。
You know how some people in the Tesla community and then most of the media has said that Tesla has a demand problem in Europe. Well here we're looking at the number of new EV registrations in Europe for the first half of this year. Yet the data says the Model Y has sold over 138.8 thousand, the Model 3's in second at 43.1 thousand and then we have the rest after that. So in the first half the Tesla brand has done over 180 thousand and no other brand on this list has been over even 100 thousand.
你知道特斯拉社群中有些人和大部分媒体都声称特斯拉在欧洲存在需求问题。然而，我们在这里看到今年上半年欧洲新能源汽车注册数量的数据。数据显示，Model Y销量达到了超过13.88万辆，Model 3以43.1万辆位列第二，然后其他品牌在此之后。因此，在上半年特斯拉品牌共售出超过18万辆，而这个名单上其他品牌没有一个超过10万辆的。
（尽量易读的翻译）在特斯拉社群和大部分媒体中有些人声称特斯拉在欧洲的需求存在问题，不过根据今年上半年欧洲新能源汽车注册数量的数据，Model Y已经卖出了超过13.88万辆，Model 3以43.1万辆位居第二，其他品牌的销量都在这之后。所以在上半年，特斯拉品牌共计销售了超过18万辆，而名单上其他品牌的销量没有一个超过10万辆。
I had a little chuckle to myself reading this one this morning. We've actually been talking about this now for years. But apparently just now we have the experts chiming in late 2023 saying the lack of build complexity has been an advantage for Tesla. Start up EV makers and Chinese competitors. Welcome to the party experts. But in all seriousness both Ford and GM over the past few weeks have said that that is the winning strategy. No surprise it's what Tesla's been doing for the last decade.
今天早上，我自己笑了笑读到这个。事实上，多年来我们一直在讨论这个问题。但显然直到2023年底，专家们才开始表示特斯拉在建造复杂性上的缺失是其优势，特别对于新兴电动汽车制造商和中国竞争对手而言。欢迎专家们加入。但说真的，过去几周中，福特和通用汽车都表示这是成功策略。毫不奇怪，这正是特斯拉在过去十年中一直在做的。
We got JD powers 2023 version of their public charging study. The EV experience the Tesla supercharger network earned 739 out of a possible 1000 points and first by far with electrified America bringing up the rear. Those results will not surprise most of us here but did want to point out the study said the current state of public charging was woefully inadequate.
我们获得了JD Powers关于公共充电研究的2023年版本。特斯拉超级充电网络的电动汽车体验获得了739分（满分1000分），远远领先于电气化美国。虽然这些结果对我们大多数人来说并不意外，但研究指出当前的公共充电现状令人遗憾地不够充分。
Another satisfaction with level 2 charging declined to 617, 16 points lower than last year. The lowest level since the study began in 2021. And it gets worse DC fast chargers declined further dropping 20 points and customers remain more skeptical of public chargers than ever. The biggest problem cited the cost and speed of charging and availability of things to do while waiting for their car to charge are some of the least satisfying aspects. Also the reliability of the public chargers continues to be a problem.
另一个让人满意的二级充电水平下降到617分，比去年低16分。这是该研究开始于2021年以来的最低水平。而且情况更糟的是，直流快速充电器进一步下降了20分，客户对公共充电器的怀疑程度比以往任何时候都更高。被认为是最不令人满意的方面之一的问题包括充电成本、充电速度以及在等待汽车充电时可做的活动的可用性。同时，公共充电器的可靠性仍然是一个问题。
This is one area where the first mover advantage Tesla have plays on so many levels because Tesla has a lot of the best locations already locked down and that was one of the key findings of the study that these public chargers need to be located where they will actually serve their customers given things to do and convenient locations along certain routes.
在这个领域，特斯拉作为首创者所具备的优势在多个层面上起着巨大的作用，因为特斯拉已经锁定了很多最佳位置，而这也是研究的一个关键发现：公共充电站需要位于其客户实际需求的地方，考虑到附近的活动和便利的位置，并沿着特定路线设置。
And shout out to Volta who actually ranked the highest among level 2 charging stations scoring 665 with Tesla destination chargers at 661. Remember oftentimes those level 2 Tesla chargers need to be kept up by the location owner and that won't always happen.
还要特别感谢Volta，他们的二级充电站在评分中以665分位列第一，而特斯拉的目的地充电器则以661分紧随其后。请记住，很多时候那些特斯拉的二级充电器需要由位置的拥有者进行维护，而这并不总是会发生。
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说到新的所有者，你们很多人联系我告诉我你们喜欢你们的Vessys，也是这个视频的赞助商，我觉得是时候提醒一下为什么我如此喜欢它们了。这个支持计划将清水带到没有水的地方，所以你们购买这些鞋子也是在做善事。风格是主观的，但如果我时尚前卫的妻子喜欢它们，那就是一个很好的标志。而且我认为它们有一种令人惊叹的特斯拉式的简约风格。这些鞋子非常容易穿脱，是我曾经拥有过的最舒适和轻便的鞋子之一。它们采用特殊的钻石表面材料制成，能够让你在夏天保持凉爽，在冬天保持干燥。而且这种材料非常容易清洁。最酷的特点之一是，它们是100%防水的。Ashley和我喜欢散步，现在雨水和水洼不再是问题。Vessys是100%的纯素鞋，不使用动物产品，鞋底有良好的抓地力，适合各种场合穿着，而且它们的制造过程专注于减少碳足迹。向特斯拉致敬。我在旅行、办事、散步时都会穿它们，是的，我也曾经在Vessys上锻炼过。如果你想看看他们种类丰富的男女鞋子，去Vessys.com/electrified并使用我的折扣码electrified享受85折优惠。链接在下面，尽情享受吧。
Tesla has just put core lithium on notice saying if they can't work out a deal then they're going to take legal action. This stemming from failed negotiations dating back to last year. The two sides failed to reach a deal after seven months of negotiating last year. Before said it received notice Tesla intends to avail itself of all available legal remedies if the parties are unable to resolve the matter.
特斯拉刚刚警告核心锂公司，表示如果他们无法达成协议，他们将采取法律行动。这是由于去年的谈判失败而引发的。去年经过七个月的谈判，双方未能达成协议。之前曾表示，如果双方无法解决此事，特斯拉将采取所有可行的法律救济措施。
A consortium of companies including Ford and some South Korean companies just announced they're going to spend around $900 million to make EV battery materials in Beckencore Quebec. Eventually this factory will produce cathode active materials specifically for nickel, cobalt, manganese, chemistries, of course aiming for greater performance and longer ranges. To be used in Ford's future North American lineup especially some of their future trucks. The factory plans to be operational in the first half of 2026. If you've been watching the channel the past year or so you will remember a lot of these announcements of a very nice battery supply chain being set up in Canada specifically Quebec and Ontario.
包括福特和一些韩国公司在内的企业联盟刚刚宣布，他们将花费大约9亿美元在魁北克的贝肯科尔建立电动汽车电池材料生产基地。这个工厂最终将生产钴、镍、锰等化学组合的正极材料，旨在提高性能和续航里程，特别用于福特未来在北美市场推出的某些卡车型号。该工厂计划在2026年上半年投入运营。如果你在过去一年左右一直关注该频道，你就会记得很多有关加拿大、特别是魁北克和安大略省建立一个非常出色的电池供应链的消息。
Both Financial was posting about Warren Buffett's success and then Elon chimed in saying he could have invested in Tesla when we were worth nothing and he didn't. Speaking of Elon this morning he said he just arrived in amazing Japan hopefully to negotiate the next megapack factory or megapactory.
金融界发布了有关沃伦·巴菲特成功的帖子，之后埃隆发声表示他本可以在特斯拉一文不值时投资，但他没有。说到埃隆，今早他说他刚刚抵达了美妙的日本，希望能够谈判下一个巨型电池工厂或巨型工厂。
Thank you Brad. Tesla owners UK shared the first UK sighting of a V4 supercharger install at the Tottenham service center. The post did say that these stalls do indeed have that screen that we've been talking about now for weeks. I just have to say it's almost like something's going on you can get a picture from right here but you can't get a little closer and maybe get a picture of something in this area for us. And here's one more picture and hopefully we start seeing some of these V4s pop up in the state sometime in 2024.
谢谢Brad。Tesla车主UK分享了在托特纳姆服务中心首次发现的V4超级充电桩安装的照片。这篇帖子确实提到了这些充电桩上有我们几周来一直在讨论的那个屏幕。我想说的是，貌似有一些事情正在发生，你可以从这里得到一张图片，但你不能再靠近一点，也许能给我们拍一个这个区域的照片。这是另一张图片，希望在2024年我们能开始看到一些这样的V4充电桩在美国出现。
On the Tesla careers page they're hiring for a program manager in business development specifically looking for the lead in the launch of the Tesla rental program in Texas. For context the individual will be responsible for driving cost and process optimization within the collision team.
在特斯拉的招聘页面上，他们正在招聘一名业务发展项目经理，专门负责在德克萨斯州推动特斯拉租车计划的启动。为了解背景，该人将负责在碰撞团队内推动成本和过程的优化。
Sounds like an official integrated Tesla rental program for service center type visits. But they also say the role will automate the process for a much larger launch and they'll support the launch in any airports for the Tesla employee pilot. The way I'm reading this it could just be a smaller scale again rental for service center visits but I could also see a world where maybe Tesla gets into a full blown rental situation through Tesla capitalizing on that revenue maybe getting away from the Hertz model or competing with them a bit more directly. I don't want to read too far into this because in the job posting they talk about glass repair optimization and that's a big part of the job description. So I'm not really sure but absolutely one to watch let me know how you guys are interpreting this listing.
听起来像是特斯拉官方整合的租车计划，用于服务中心类型的访问。但他们还说，这个角色将自动化流程，为更大范围的发布提供支持，并在特斯拉员工试点的任何机场提供支持。从我的理解来看，这可能只是针对服务中心访问的较小规模的租赁，但我也可以想象，也许特斯拉通过利用这种收入可以进入一个全面的租赁情况，可能摆脱赫兹模式或更直接地与其竞争。我不想过多解读这个，因为在招聘启事中他们谈到了玻璃修复的优化，这是工作描述的重要部分。所以我并不确定，但绝对是值得关注的，让我知道你们如何解读这个招聘信息。
We've talked at length about Tesla's negotiations with India but let's take a look at how the other automakers are viewing this market. India actually replaced Japan as the world's third largest car market after the US and China in 2022. And as we've said about India in the past this story really is about the future that India will look like not necessarily what it's looked like to date. So as in comes rise in the region Indian drivers are opting for more expensive SUVs and sedans over hatchbacks.
我们已经详细讨论了特斯拉与印度的谈判，但现在让我们来看看其他汽车制造商是如何看待这个市场的。2022年，印度实际上取代了日本，成为仅次于美国和中国的世界第三大汽车市场。正如我们过去所说的关于印度的事情，实际上是关于印度将来会变得如何，而不是过去的情况。因此，随着地区经济的崛起，印度的驾驶者更倾向于购买价格更高的SUV和轿车，而不是小型车。
Analysts are saying the shift in local demand from small inexpensive cars to higher quality vehicles could encourage other global automakers to plan more India first models that are eventually exported. And this should sound familiar to you but India's lower costs are another potential advantage for an export focused approach exactly what Tesla is capitalizing on with Giga Shanghai. The export hub so far. India has an extensive network of domestic component suppliers and comparatively cheap labor and in the change of the guard Hyundai will be buying a factory from GM in India. And for some context Hyundai sold 552,000 vehicles in India last year ranking second with a 14.5% share of the market. I'm actually incredibly excited about the future of India. I think India has more promise than any large country in the world. I am a fan of Modi.
分析人士表示，当地需求从小型廉价车转向更高质量的汽车，可能会鼓励其他全球汽车制造商计划更多未来出口的“印度首发”车型。这应该听起来很熟悉，但印度的较低成本是出口导向策略的另一个潜在优势，正是特斯拉在上海超级工厂（Giga Shanghai）正在充分利用的。到目前为止，印度拥有庞大的国内零部件供应商网络和相对廉价的劳动力，在权力交接期间，现代将从通用汽车（GM）在印度购买一家工厂。为了一些背景，去年现代在印度销售了55.2万辆汽车，排名第二，市场份额为14.5%。我对印度的未来感到非常兴奋。我认为印度比世界上任何大国都更有前景。我是莫迪的粉丝。
Here we have the Acura ZDX a Google powered EV with 325 miles of range and starting around $60,000. The ZDX will be the second EV from the Honda Acura team after the 2024 Honda prologue. And both vehicles are expected to start deliveries in 2024 but we don't know which one will be first. And perhaps most interestingly the ZDX will be part of that 3 year old partnership with GM so this vehicle is going to use Altium's batteries. Both trims of this vehicle will have a 102kWh battery pack. This car will support phone mirroring with Apple CarPlay and Android Auto. Acura will be accepting pre-orders later this year and this will be the first Honda or Acura vehicle to be sold online.
在这里，我们有一款装备谷歌动力系统的Acura ZDX电动车，续航里程达325英里，起价约为6万美元。ZDX将是本田阿库拉团队继2024年本田前奏曲之后推出的第二款电动车。预计这两款车都将于2024年开始投放市场，但我们不知道哪一款会先推出。最有趣的是，ZDX将成为与GM合作三年的一部分，因此这款车将使用Altium的电池。该车的两个款式都配备了102千瓦时的电池组。这辆车将支持苹果CarPlay和Android Auto的手机镜像功能。阿库拉将在今年晚些时候接受预订，这将是本田或阿库拉品牌首次在线销售的车型。
With Rivian ramping up the dual motor R1 variants we have 6 different dual motor configurations available. On the top end you have a range of 352 miles, this just published by the EPA and on the lower range you have 307 miles. But as expected more range from the dual motor configurations than we saw with the quad motor.
随着Rivian开始扩大双电机R1车型的生产，我们现在有6种不同的双电机配置可供选择。在最高端，续航里程达到352英里，这是根据EPA（美国环保署）刚刚发布的数据计算出来的；而在较低的范围内，续航里程为307英里。与我们之前看到的四电机配置相比，双电机配置的续航里程更高，这是符合预期的。
Back to that expert conversation now we have a new study saying that 8s could save more than 8000 lives per year. You don't say. The American Automotive Association's foundation for traffic safety found that through 2050 8s tech could prevent 27 million crashes, 14 million injuries and 250,000 deaths. But now I'm confused because Dan O'Dowd told me that Tesla's ADAS system was a death machine and is literally out to kill people so what gives? Apparently I'm just on a little bit of one today.
现在回到专家讨论的话题，我们有一项新研究表明，自动驾驶技术每年可以拯救超过8000条生命。真的吗？根据美国汽车协会交通安全基金会的研究，到2050年，自动驾驶技术可以阻止2700万起车祸，减少1400万人受伤，并减少25万人死亡。但现在我有点糊涂了，因为丹·奥多德告诉我说特斯拉的ADAS系统是个致命机器，其实是想要杀人的，所以这是怎么回事呢？看来今天我有点困惑。
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