"Correcting" Munro Live on Tesla / V4 Screen Footage / India Caving to Tesla ⚡️
发布时间 2023-08-25 22:06:33 来源
摘要
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Munro Live video: https://www.youtube.com/watch?v=85amKslGtCc&ab_channel=MunroLive
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00:00 - Munro Live on Model Y
1:34 - "Correcting" Munro Live
3:02 - FSD 12 Livestream
3:58 - V4 Video
5:22 - Tesla Taiwan
6:22 - Cyber Canopy
6:47 - Cybertruck
8:01 - Giga Berlin Train Station
8:45 - Tesla Endorses Right to Repair
10:37 - Model Y Breaking Records
10:53 - Tesla American Made
11:47 - Australian Banks on EV Loans
12:18 - UAW Strike Authorized
13:02 - GM Increases Ultium Wages
14:08 - Deteriorate to Game Over
16:48 - Funding Secured Saga Ending
17:53 - Tesla India Negotiations
19:57 - Polestar and Mobileye
20:11 - Rivian Discontinues Features
20:39 - Ford Mach-E Discounts
20:55 - Powerwall Program No Cap
21:47 - Kia EV5
22:21- Nissan Lagging Behind
23:08 - China Battery Pipeline
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#MunroLiveTesla #TeslaV4 #TeslaIndia
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中英文字稿 
One of the things that I'm certainly curious about, and I suspect is true, is the addition of giga castings and structural battery packs. If you hear those are happening, yeah. Right, so if you look at a Model Y, and they would also speak to the weight add, right, if you look at a Model Y before giga casting, which you can just pan over there, Grace, and show the Model Y's with the giga castings. If you look at. Sweet Boy, I can get Erin in there. She loves being on camera. If you look at the version on the left, which is on the front end, a stamp steel welded version of the Model Y versus the giga cast version on the right hand side, this version is actually not as heavy as the giga casting, meaning when they went to giga casting, it actually got heavier than the stamped version. So when we're hearing public statements or rumors about the vehicle getting heavier, going to a giga casting, contrary to what some folks might think, would actually speak to that. I would say that they are going to a giga casting. But this move then, as you evaluate the trade-offs, so it was slightly heavier, slightly more costly, but hugely advantageous from a scalability and manufacturing perspective. So instead of having thousands of spot welds across hundreds of parts, you have one part, you don't have the dimensional stack up, the vehicle goes together faster. So there's definitely reasons to do it, but it's not about necessarily just taking down costs, unless you would company it with huge volume increase, and that is part of the equation.
我对其中一件事情感到好奇，也相信这是真实的，那就是使用巨型铸件和结构电池组。如果你听说这些正在发生，是的。所以，如果你看一下Model Y，在巨型铸件之前，你可以转向那边看一下，Grace，展示一下带有巨型铸件的Model Y。如果你看一下，甜心，我可以把艾琳放进去。如果你看一下左边的那个版本，也就是车头部分，是一种压钢焊接的版本，相比之下右边的巨型铸件版本，这个版本实际上没有巨型铸件那么重，这意味着当他们转向巨型铸件时，实际上变得比压钢版本更重。所以当我们听到公开的声明或谣言说车辆变得更重时，转向巨型铸件实际上就是在证明这一点。我要说的是他们正在转向巨型铸件。但是在评估权衡利弊时，尽管它稍微重一些、成本略高一些，但从可扩展性和制造角度来看，它具有巨大的优势。所以，与数百个部件上的数千个点焊相比，你只有一个部件，不会有尺寸堆积问题，车辆组装更快。所以确实有理由这样做，但这并不只是为了降低成本，除非伴随着巨大的产量增加，这也是公式的一部分。
Welcome to Electrified, it's your host, Dylan Loomis. So first up today, mineral lab did a video on Project Highland, talked about a lot of the things we've covered the past few months, but there was one thing that I wanted to correct, or at least add some more context to. And frankly, although it adds costs to the vehicle, if they had radar back in or LiDAR back into their system, I would actually be pleased to hear that from a potential consumer perspective. What we're going to explain to you today is that LiDAR is a fool's errand, and anyone relying on LiDAR is doomed. Dirmed, expensive sensors that are unnecessary. It's like having a whole bunch of expensive pandices. One appendix is bad, well, now we're a whole bunch of them. That's ridiculous. You'll see.
欢迎来到Electrified，我是主持人迪伦·卢米斯。今天首先要介绍的是矿物实验室对高地计划做了一个视频，谈到了我们过去几个月涵盖的很多内容，但有一件事我想进行修正，或者至少增加一些背景信息。坦白说，尽管这会增加车辆的成本，但如果他们在系统中重新引入了雷达或激光雷达，从潜在消费者的角度来看，我会很高兴听到这个消息。今天我们要向您解释的是，激光雷达是一种愚蠢的错误行动，任何依赖激光雷达的人都注定会失败。这些昂贵的传感器是多余的。这就像拥有一堆昂贵的阑尾一样。一个阑尾不好，现在我们有了一堆。这是荒谬的。您会明白的。
So it's true that Tesla is adding radar back in, but it's much more nuanced than that, because they're really not adding the same old radar, basically admitting that they made a mistake. It's really an entirely new technology, a much more high definition radar that they will then be incorporating. So I hesitate to say they're bringing it back, because they're actually not, they're implementing something new. That to the best of my knowledge did not even exist before, so they had to wait for the technology to be there. I wanted to clarify it, because in forums, I see people parrot that talking point that Jordan said many times without that added nuance.
所以特斯拉真的要重新加入雷达，但事情并不那么简单，因为他们并不是要添加同样的老雷达，基本上就是承认他们犯了一个错误。实际上，这是一种全新的技术，一种更高清晰度的雷达，他们将会加以整合。所以我不敢说他们正在重新引入，因为实际上并非如此，他们正在实施一项新的技术。据我所知，这种技术以前甚至不存在，所以他们不得不等待技术的成熟。我想澄清这一点，因为在论坛上，我看到人们不加这种细微差别地一再复述乔丹（Jordan）说过的那个论点。
Last week, Elon had mentioned doing an FSD12. Remember, FSD12 should no longer be a beta live stream on X, but that never happened. Dirty Tesla then brought it up, to which Elon said, maybe I can squeeze it in tomorrow night, and he said this yesterday on Thursday. Then at 3.14 AM Eastern Standard Time, Elon said that stream should be expected tomorrow around 4 PM Pacific time or 7 PM Eastern time. It could be interpreted either way, but I'm guessing Elon was tweeting this around midnight before he went to bed, insinuating that tomorrow would indeed mean Friday today. So be on the lookout for this one. I have my expectations very low, and I do think there's more risk with doing this than there is actual reward, especially if the media grabs something that maybe goes awry during this live stream, but I do want to hear a lot more about FSD12 and what it entails, so hopefully we get some of that detail.
上周，埃隆提到了进行FSD12。记住，FSD12不再是X上的测试版本直播，但这从未发生过。Dirty Tesla接着又提到了这个问题，此时埃隆说，也许我可以在明晚挤出时间来做这个，他是在星期四的昨天说的。然后在东部标准时间凌晨3点14分，埃隆说预计明天下午4点太平洋时间或东部时间晚上7点开始直播。这可以有两种解释，但我猜测埃隆是在午夜上床之前发的推文，意味着明天确实是指今天星期五。所以请留意这个。我对此的期望很低，我认为这样做有更多的风险，而回报则很少，尤其是如果媒体在直播过程中出现了什么差错，但我确实想多了解关于FSD12的内容，所以希望我们能得到一些详细信息。
Electric Felix shared the first video I've seen of somebody actually using the new screens on Tesla's V4 Superchargers. Tap and go. You'll notice that this is a contactless charger. I can also use it obviously with the Tesla app, but I haven't got that. So I'm going to pay here and move that. Hopefully I'll get that 20 pound back, and we can see here charging it. Like I said, I only can, but I'll see, I only take 64 kilowatts, but it's over.
Electric Felix分享了我看到的第一个人真正使用特斯拉V4超级充电桩上新屏幕的视频。轻触即可使用，您会注意到这是一种非接触式充电器。我也可以用特斯拉应用程序使用它，但我没有下载。所以我要在这里支付然后开始充电。希望我能拿回那20英镑，然后我们可以在这里看到充电情况。就像我说的，我只能充64千瓦，但这已经够了。
H said charge. Come here and not try. So yeah, oh yeah. I'm not the Tesla supercharging network. Open up to everybody and much closer to people living in London. Wonderful. It'll be on 25 and it's a lovely day. Thank you for Tesla for inviting us. So not the best video ever, but as you heard, Tesla was inviting people to test this new system and that blinking that you saw was just because of the recording device that does not look like that in person.
H说要充电。来这里不要试试看。对，没错。我不是特斯拉的超级充电网络。向每个人开放，离伦敦的居民更近。太棒了。这将在25号启动，而且是个美好的天气。感谢特斯拉邀请我们。这不是最好的视频，但正如你听到的，特斯拉邀请人们测试这个新系统，你看到的闪烁只是由于录像设备，实际上并不是那样子的。
Adding this feature will give more flexibility to non-Tesla owners having this tap and go payment system, and it will have some of the basic charging statistics right on the screen during the charge in case their non-Tesla EV doesn't have that information in their car. And at the same time in Taiwan, Tesla is actually rolling out an entirely separate device from a supercharging stall just to have a screen due to regulations. Drive Tesla picked up on a report that said at least three supercharger locations in Taiwan now have this separate standalone screen. These new regulations in Taiwan require a display screen so the car owner can see how much electricity has been consumed to the third decimal place. With this new system looking at these pictures, the user can select the stall number that they're at and then once they initiate the charge, they can see how much energy they've consumed. This of course would be geared toward non-Tesla owners. Taiwan has not yet officially been added to the non-Tesla supercharger pilot, but seeing this would lead me to believe that's right around the corner. These anecdotes right here are why I think we're not seeing V4 anywhere in the states yet because they're waiting to see what the regulations will be and how this whole NACS CCS shake out is going to work.
增加这个功能将为非特斯拉车主提供更多的灵活性，使他们能够使用这种触摸即付的支付系统，并且在充电过程中可以在屏幕上查看一些基本的充电统计信息，以防他们的非特斯拉电动汽车没有这些信息。与此同时，在台湾，特斯拉实际上正在推出一种完全独立的设备，只是为了满足监管要求而安装屏幕。Drive Tesla引用了一份报告，称台湾至少有三个特斯拉超级充电站现在已经具备了这种独立的独立显示屏。台湾的新规定要求显示屏，以便车主可以看到电量消耗到小数点后三位。通过这个新系统，用户可以选择所在的充电桩号码，一旦启动充电，他们就可以看到已经消耗了多少能量。当然，这个功能主要面向非特斯拉车主。尽管台湾还没有正式加入非特斯拉超级充电试点计划，但我认为它即将实现。正是因为这些细节，我认为我们在美国还没有看到V4的原因是因为他们正在等待相关法规的出台以及NACS CCS的整体运作情况。
That said, Tesla is not totally leaving us Americans in the dark with supercharging opening up new sites like this with yes the cyber canopy. As I've said before, this is the model I would love to see at every supercharging location, the canopies for protection from the elements with of course the added solar power and big 84 stall sites like this gearing up for the expected ramp are always good to see. I know Rob talked about this last night, but I had to share it here in case even one of you missed it. We're looking at this interior potentially RGB light strip throughout the cyber truck and me as a sucker for interior ambiance. I was so excited to see this personally. I would still probably be interested in an aftermarket kit with more lighting and more accessories, more customization, but this is definitely a great start and hopefully something we see on the final production variant.
话虽如此，特斯拉并没有完全将我们美国人置于黑暗中，他们会开设更多像这样的超级充电站，配备了创新的太阳能阳光顶棚。正如我之前所说，我希望每个超级充电站都能拥有这样的模型，这些顶棚可以保护我们免受恶劣天气的影响，当然还能提供额外的太阳能供电。这个拥有84个充电桩的站点也为预计的扩张做好了准备，这总是令人欣喜的。我知道罗布昨晚已经谈过这个问题了，但是我还是想在这里分享一下，以防万一你们中的有人错过了。我们正在看这样的内饰设计，可能会在Cybertruck上安装RGB灯条，而作为对内饰氛围着迷的人，我个人非常激动。我可能仍然会对售后套件提供的更多照明灯光、配件和定制选项感兴趣，但这绝对是一个很好的起点，并希望能看到这样的设计在最终生产版本上出现。
And just a reminder, when you create innovative compelling products, they will market themselves. Look at that, a Tesla cyber truck was spotted on the road in Northern California this week just days after the company announced the first one had rolled off the assembly line. Jeff Takahashi recorded this video showing the electric truck taking off from the stoplight and then going around the corner. The truck will make you do a double take. It has a wedge shape and stainless steel body and looks nothing like a traditional pickup. Joe Tett-Mayer shared this image from Gigatexis of the cyber truck with the front popped parked right by the window. So it's almost like Tesla wants us to see this, but at the same time they want to remind us they're still doing testing. So actual customers will need to be patient for these deliveries.
只是提醒一下，当你们创造创新和引人注目的产品时，它们会自行推销。看看这个，特斯拉的电动卡车在加利福尼亚北部的公路上被发现，就在公司宣布首款车辆下线的几天后。Jeff Takahashi拍摄了这段视频，展示了电动卡车从红绿灯处启动，然后绕过拐角。这辆卡车会让你做出两次看的动作。它呈楔形，采用不锈钢车身，完全不像传统皮卡。Joe Tett-Mayer从Gigatexis分享了这张停在窗边的展示出前部的Cybertruck的照片。因此，特斯拉似乎希望我们看到这一切，但同时又想提醒我们他们还在进行测试。所以实际客户需要耐心等待交付。
We've seen the construction and progress of Tesla's train station at Gigabrelin from the drone flyovers, but today Tasmanian said this will actually start transporting people in September. It'll run about 60 times per day and transport not only factory employees, but will be free for use by citizens. The actual start day September 4th, it should run during the weekdays Monday through Friday and will deliver more than 1500 employees per shift directly to the factory building, reducing all of the transport costs because Gigabrelin kind of relatively is in the middle of nowhere so employees have to travel. So in about two weeks we should start to see some drone video flyovers of this train in action that is also free.
我们通过无人机航拍见证了特斯拉在吉格布雷尔林建设的火车站，并且进展顺利，但今天塔斯马尼亚表示，这个火车站将在九月开始正式运营。它每天将运行大约60次，并且不仅将为工厂员工提供交通，还将免费供市民使用。实际启动日期为九月四日，它将在周一至周五的工作日运行，并且每班可直接将超过1500名员工送往工厂楼内，从而减少了所有运输成本，因为吉格布雷尔林相对而言处于荒无人烟的地方，员工需要长途旅行。因此，在大约两周后，我们将开始看到一些无人机飞行记录这个免费的火车开始运行的视频。
If you have followed the Tesla story the last few years you will recall the right to repair movement being a controversial topic. Many DIY folks have wanted more information from Tesla specifically telematics data to do their own repairs, but Tesla was in the early days reluctant to give it due to security concerns and it makes sense they couldn't just have anybody working on a Tesla that didn't understand it because that would open people up to a lot of liability.
如果你过去几年一直关注特斯拉的故事，你可能还记得“维修权运动”是一个有争议的话题。许多自己动手修理的人希望能从特斯拉那里获得更多信息，尤其是远程通信数据，以便进行自己的修理。但由于安全问题，特斯拉在早期不愿意提供这些数据，这是有道理的，因为让不懂技术的人修理特斯拉可能会给人们带来很多责任和风险。
But over the years we've seen Tesla give a lot more access to its data in the form of do-it-yourself guides and continually authorizing different third party body shops giving more tools to DIY folks. Now Tesla and Rivian have endorsed a new agreement backed by major automakers and independent repair shops for this right to repair movement that will include telematics data that is sometimes required for certain repairs. Under the new deal independent repair shops will continue to have access to the same diagnostic and repair info automakers make available to their authorized dealer networks as the technology evolves and it won't cover just telematics data but additionally all vehicle technologies and power trains including battery electric plug-in hybrid and fuel cell vehicles. The parties involved have also agreed to work together on education and training. Here's the actual letter from Rohan Patel Tesla's VP of Public Policy.
多年来，我们看到特斯拉以DIY指南的形式提供了更多的数据访问权限，并不断授权不同的第三方汽车修理厂，为DIY爱好者提供更多工具。现在，特斯拉和Rivian支持了一项由主要汽车制造商和独立维修店支持的新协议，以维护维修自由的运动，该协议还包括有时需要进行某些修复的遥测数据。根据新协议，独立维修店将继续获得与汽车制造商授权经销网提供给他们相同的诊断和修复信息，随着技术的发展，该协议将涵盖所有车辆技术和动力系统，包括电池电动插电式混合动力和燃料电池车辆，并且相关方还同意在教育和培训方面进行合作。以下是特斯拉公共政策副总裁Rohan Patel的实际信函。
Current Tesla owners have numerous options to repair their vehicles at commercial repair facilities including Tesla operated ones, Tesla affiliated ones, and independent repair facilities. Additionally Tesla owners can conduct a range of services on their own from Tesla's DIY guides to more complex repairs in their repair manuals. So this may not apply directly to a majority of you but plenty of people have attacked Tesla for this in the past so just keep this in the back of your mind and use this as ammo to fight the FUD.
目前特斯拉车主有多种选择来维修他们的汽车，包括特斯拉自营的维修设施、特斯拉合作的维修设施以及独立的修理厂。此外，特斯拉车主还可以根据特斯拉的DIY指南进行各种维修服务，甚至可以根据修理手册进行更复杂的维修工作。因此，这并不直接适用于大多数人，但过去有很多人抨击特斯拉的这一点，所以请将这件事牢记在心，并将其作为对抗恶意信息的武器。
If you've been around the channel you recall toward the end of last year the Model Y broke the best selling car record in Norway that was held since 1969 so the Model Y still selling like gangbusters in Norway breaking its own record it just set last year. This American made car index from cars.com was circulating today but this came out earlier in the summer back in June but in case a few of you missed it this is very important information to know about Tesla looking at the share of US light duty sales from domestic assembly for 2023 model years Tesla the only company at 100% of their US sales are made domestically and we've talked in the past about how Ford and GM will market their American made brand when in reality they fall well short of the standard that Tesla has set. And honestly right here this is a screenshot to take and send to your friends and family if they don't support Tesla and they live in America you have to wonder what's really going on do they not know about these facts or is there something deeper that needs addressed. I'm not saying everybody has to be a Tesla fan and like the vehicles and buy their cars but to not support them as an American made company just doesn't make sense to me.
如果你关注过这个频道，你应该还记得去年年底，Model Y在挪威打破了自1969年以来一直保持的最畅销汽车纪录，所以Model Y在挪威仍然像火爆的炸弹一样销售，打破了去年刚刚创下的纪录。今天，这份来自cars.com的美国制造车辆指数开始流传，不过这份指数其实早在夏季的六月份就已经发布了。但是万一你们中有几个错过了这份报告，这份信息对于了解特斯拉非常重要。特斯拉在2023年的轻型车销售中，美国本土装配的比例达到了100%，而我们过去曾经谈论过福特和通用将如何推广他们的美国制造品牌，而实际上，他们远远达不到特斯拉树立的标准。而且说实话，如果你不支持特斯拉作为一家美国制造的公司，我觉得这真的没有道理。我并不是说每个人都要成为特斯拉的粉丝，喜欢他们的车，购买他们的车，但是如果作为一个美国人，你不支持他们作为一家美国制造的公司，这就让我很费解。你得想想，到底是因为他们不知道这些事实呢，还是有更深层次的问题需要解决呢。对于那些不支持特斯拉的国人，在美国生活的朋友和家人们，我觉得你们应该将这个截图保存下来并发送给他们。
From the driven Australia's biggest bank says EV loans have more than tripled over the past year which is good moving forward because now these banks will see the transition and maybe offer better incentives and better financing working with some of these EV companies. This new data from today said Australians had bought more EVs in the first half of 2023 than throughout all of 2022 EV loans soared 235% during the last financial year making them the fastest growing vehicle type for the bank.
澳大利亚最大银行表示，过去一年电动车贷款增长了两倍多，这对未来发展非常有利，因为如今这些银行会看到转型的趋势，可能会提供更好的激励和与一些电动车公司合作的更好融资。今天的新数据显示，澳大利亚在2023年上半年购买的电动车数量已超过整个2022年的总和，电动车贷款在去年财政年度飙升了235%，成为该银行增长最快的车辆类型。
On this one I would like to pump the brakes I think a lot of people are seeing this and thinking oh a strike is definitely going to happen but this really is just a negotiating tactic it's happened before and it's no guarantee of anything. But the UAW said 97% of its members had voted to authorize strikes against GM Ford and Stellantis if they can't come to a deal by the deadline September 14th. So far the big three have suggested they will probably agree to some form of higher wages pretty vague. I do think there's at least a chance a strike happens because this is a pivotal turning point for the auto industry but this alone does not guarantee that because again these authorization votes are really just a formality.
对于这个问题，我想要适度放慢进度。我觉得很多人看到这个消息会认为罢工肯定会发生，但实际上这只是一种谈判策略，曾经发生过，也不能保证一切。但美国汽车工人联合会表示，97%的会员已经投票授权对通用汽车、福特和斯特兰蒂斯进行罢工，如果他们无法在9月14日的截止日期前达成协议。至今为止，这三家巨头已表示他们可能会同意某种形式的加薪，但表述非常模糊。我认为罢工有可能发生，因为这是汽车行业的关键转折点，但仅靠这个授权投票并不能保证罢工的发生，因为这些授权投票实际上只是一种形式上的程序。
At the same time though in a separate deal GM has actually agreed to increase EV wages at one of its Altium plants by 25%. The wage increases will be between three and four dollars per hour this is still a tentative deal but if it goes through the workers will retroactively be paid back wages of between three and seven thousand dollars dating back to December of last year so essentially for all of 2023. To be clear this is a separate agreement from the UAW and the big three negotiations. It is confusing though because this Altium plant in Ohio is the first major organized battery plant in the country to be part of the UAW but this committee is still in the midst of negotiating many other topics.
然而，在一笔独立的交易中，通用汽车实际上同意将其Altium工厂的雇员工资提高25%。工资将每小时增加3至4美元，尽管这仍然是一项初步协议，但如果协议生效，工人们将获得自去年12月以来（即2023全年）3至7千美元的拖欠工资。需要明确的是，这是与UAW和三大汽车制造商谈判无关的一个独立协议。然而，这一点令人困惑，因为这家位于俄亥俄州的Altium工厂是该国首个加入UAW的大型有组织电池工厂，但该委员会仍在就许多其他议题进行谈判。
So we have Tesla with a decade of cost advantages and supplier relationships and no unions and these other companies with the unions paying higher wages with none of that experience of lower prices or cost advantages and we have the scales continually being tipped further in Tesla's favor believe it or not. This may sound like hyperbole and most of you will know I'm not a fan of that at all but this study is potentially one of the best ones you could do for the auto industry looking at the next 10 to 20 years.
所以，我们有特斯拉拥有十年的成本优势和供应商关系，没有工会，而其他公司则有工会并支付更高工资，没有低价和成本优势的经验，我们可以相信特斯拉的优势将不断加大。这听起来可能有些夸大其词，大部分人都知道我对此不是很喜欢，但这项研究可能是对未来十到二十年汽车行业做出的最好的一项研究。
We have Gartner consultancy doing a digital automaker index focusing on eight software centric areas that you'll see in the green including things like culture and leadership, talent, architectures, connected vehicles, autonomous driving, smart cockpits, online sales potential etc. The goal is to find out which brands are in the best position to monetize their software capabilities. Looking at the results for 2023 no surprise at all Tesla in first place with a score of 80.1% second and third are Chinese companies Neo and X-Pang and then we have Rivian and Lucid in fourth and fifth.
我们请来了Gartner咨询公司进行一项数字汽车制造商指数的研究，重点关注包括文化和领导力、人才、架构、互联车辆、自动驾驶、智能座舱、在线销售潜力等八个软件中心领域。目标是找出哪些品牌在利用其软件能力方面处于最佳位置。看看2023年的结果，毫不意外的是特斯拉以80.1%的得分排在首位，第二和第三分别是中国公司Neo和X-Pang，接下来是Rivian和Lucid分别排在第四和第五。
This really highlights the importance of starting an EV company from the ground up first principles not transferring over legacy components throwing on some digital aspects. Many of you will remember this why Tata Motors CEO isn't worried about Tesla coming to India. Well I think they have another thing coming as you'll see them at the bottom of this list as part of Jaguar Land Rover at 24.7%. And then Stellantis, Honda and Toyota are other notables at the bottom of this list. Tesla and Neo got top scores in the culture and leadership category because they have a high number of leadership members with strong experience in the digital world. If an automaker is not very good in terms of selling online then they'll have great difficulties selling software. Stellantis has come out and said they plan to generate over $20 billion in profit from software sales by 2030 but this study highlights a problem that they're not achieving their promised evolution into being a tech company from an auto company fast enough. One of the creators of the index said if they don't address this it will just deteriorate then one day it might be game over. Personally I'd be comfortable removing the might be from that quote. We've already seen it how many problems has VW had with its software unit carry-ad where they can't roll out basic UI functionality features on their vehicles. And Jim Farley has said many times how much they have to change from dealing with 150 different suppliers for hardware and software trying to get them all to communicate than a company like Tesla who does almost everything in-house with their own software. Again these are things that the general public has no understanding of they have no idea of autonomous vehicles and how closely they really are and what the software world will look like in vehicles over the next 10 to 20 years.
这真正凸显了从头开始建立一家电动汽车公司的重要性，而不是将传统组件转移过来再添加一些数字化方面。你们许多人还记得塔塔汽车首席执行官为什么不担心特斯拉进军印度的原因。嗯，我认为他们要失望了，因为你会看到他们以24.7%的股份位居这个名单的末尾，作为捷豹路虎的一部分。然后是斯泰兰蒂斯、本田和丰田，也是名列末位的知名公司。特斯拉和蔚来在文化和领导力类别中获得了最高分，因为他们拥有很多在数字世界中经验丰富的领导人。如果一家汽车制造商在在线销售方面做得不好，那么他们在销售软件方面将会遇到很大困难。斯泰兰蒂斯已经表示计划到2030年通过软件销售获得超过200亿美元的利润，但这项研究凸显了他们未能以足够快的速度实现从汽车公司向科技公司的承诺进化的问题。指数的一位创始人表示，如果他们不解决这个问题，情况只会进一步恶化，然后有一天可能就会完蛋了。就个人而言，我愿意从这句话中去掉“可能会”，我们已经看到大众汽车在软件单元carry-ad上遇到了多少问题，他们无法在车辆上推出基本的用户界面功能。吉姆·法利曾多次表示，他们需要从处理150个不同供应商的硬件和软件，并设法让它们彼此通信的方式进行很大变革，而特斯拉这样几乎所有事情都在公司内部完成的公司则完全不同。再次强调，这些是普通公众完全不了解的事情，他们对自动驾驶汽车一无所知，以及未来10到20年内车辆上的软件世界将会是什么样子。
Maybe just maybe we have an end to the funding secured saga. If this deal is finalized a group of investors may each receive about $12,000 for losses they claim they incurred due to that tweet. A total of 3,350 claims will be paid out of the fund to set up from the settlement if the plan is approved. That settlement was when Elon and Tesla both agreed to each pay $20 million. The judge said yesterday he would sign off on the plan on September 1st if there are no objections from Tesla or Elon. This could have been much worse for Elon and Tesla they'll end up paying out around $40 million but it was around $80 million the SEC said these investors were losing from that tweet. But during the trial one of the expert witnesses said that these investors lost around $12 billion just due to that one tweet. So I'm just speculating here but I'm guessing that Elon and Tesla will be aok with this $40 million settlement paid out to those 3300 plus investors and move on from here.
也许，我们可能会就资金保障传闻有一个终结。如果这笔交易最终敲定，一群投资者可能会因为他们声称由于那条推文而遭受损失而每人获得大约12,000美元的赔偿。如果计划获得批准，共有3,350个索赔将从这笔解决基金中支付。该解决方案是埃隆和特斯拉同意各自支付2000万美元的和解款项。法官昨天表示，如果特斯拉或埃隆没有反对，他将于9月1日签署该计划。对于埃隆和特斯拉来说，情况本来可能更糟糕，他们最终将支付约4000万美元，但根据美国证监会的说法，这些投资者由于那条推文损失了约8000万美元。但在审判期间，一位专家证人表示，这些投资者仅由于那条推文就损失了大约120亿美元。所以我在这里只是在推测，我猜想埃隆和特斯拉将会接受支付给3300多名投资者的这4000万美元和解款项，并从中继续前行。
This could be a great example of Tesla's negotiating power with their Gigafactory conversations. About a year ago these deals fell apart because India said nope we're not going to lower our import taxes for EVs not for anybody including Tesla. Well fast forward to today and now reportedly they're working on a new ED policy that would slash import taxes for automakers that commit to some local manufacturing which Tesla has said they want to do.
这可能是特斯拉在与盖格工厂谈判中展现其谈判能力的一个很好的例子。大约一年前，这些交易破裂了，因为印度表示，我们不会降低进口电动车税，包括特斯拉在内的所有公司都不行。然而，快进到今天，据报道，他们正在制定一项新的电动车政策，将大幅削减对承诺进行一些本地制造的汽车制造商的进口税，而特斯拉已经表示他们想要这样做。
The policy being considered would allow automakers to import fully built EVs into India at a reduced tax rate as low as 15% compared to the 100% that applies right now to cars that cost over $40,000 and 70% for those cars under $40,000. To be clear though this is still just under consideration absolutely nothing is a done deal and then it gets confusing they said there is an understanding with Tesla's proposal and the government is showing interest but the finance minister said there is no proposal in front of me.
被考虑的政策将允许汽车制造商以降低的税率将全新建的电动汽车进口到印度，税率最低可降至15%。与目前适用于售价超过4万美元的汽车的100%税率和售价低于4万美元的汽车的70%税率相比。为了明确起见，这仍然只是在考虑之中，绝对没有任何确定的决定。然后情况变得混乱，他们说与特斯拉的提议有共识，并且政府对此表现出了兴趣，但财政部长表示他面前没有任何提议。
New Delhi is going to move slowly in considering the policy proposal as any lowering of taxes on imported EVs could disrupt the market and upset local players like Tata and Mahindra. An Indian official said this is going to go through a lot of deliberations even though the government is keen on getting Tesla that's because of the domestic players policy is still in the initial stages of deliberation and the final tax rate could change.
新德里在考虑政策提案时会行动缓慢，因为降低进口电动车税可能会扰乱市场并打扰塔塔和马欣达等本地参与者。一位印度官员表示，尽管政府渴望引进特斯拉，但这个提案需要经过许多讨论，因为本地参与者的政策尚处于初步讨论阶段，最终的税率可能会发生变化。
One of the sources said Tesla told Indian officials a potential India factory could operate at full capacity by 2030. That doesn't give us very much though because we have no idea on what the full capacity would actually be. This anecdote does however confirm my thoughts that I don't think India will be the next gigafactory.
其中一位消息人士表示，特斯拉告诉印度官员，一个潜在的印度工厂可能在2030年达到全产能运营。但这并没有给我们太多信息，因为我们并不知道实际的全产能是多少。然而，这个轶事确实证实了我认为印度不会成为下一个超级工厂的想法。
One of the reasons this is such a big deal is because Tesla might only manufacture the smaller more affordable vehicle in this market but as India grows and the incomes grow there may be a market for them to sell the Model 3 and the Model Y which they might not actually manufacture there but if they can import those vehicles with much less import tax obviously that's a good thing.
这个问题如此重要的原因之一是特斯拉可能只会在印度市场制造较小且更实惠的车型，但随着印度的发展和收入的增长，可能会出现一个销售Model 3和Model Y的市场，虽然它们实际上可能不会在印度制造，但如果他们能够以更低的进口税率进口这些车辆，显然是件好事。
Polestar has announced a partnership with Mobileye to incorporate their chauffeur autonomous driving tech into the Polestar 4 that's set for a global release next year. This is Mobileye's hands-free point-to-point autonomous driving on highways.
Polestar宣布与Mobileye合作，将其无人驾驶技术整合到明年全球发布的Polestar 4车型中。这是Mobileye在高速公路上实现的无需驾驶员操作的点对点自动驾驶技术。
To streamline manufacturing Rivian is discontinuing the Compass Yellow paint, the 20 inch all-terrain bright wheels and the vegan leather dashboard with all three coming to an end in mid-September. Rivian is emailing some customers asking them to reconfigure and pick different options. In Canada Rivian is also messaging quad motor reservation holders asking them to switch to dual motor configurations so they can take delivery this year instead of waiting until next year.
为了简化制造流程，Rivian将于9月中旬停止生产指南针黄色涂料、20英寸全地形明亮轮圈和素皮仪表板。Rivian正在给部分客户发送电子邮件，要求他们重新配置并选择其他选项。在加拿大，Rivian还向四电机预订持有者发送信息，要求他们切换到双电机配置，以便今年交付，而不是等待到明年。
I'm not going to dive into the details here because there'll be very region specific but just know that right now Ford is offering Mach-E discounts that vary in price so be sure to check with your local dealers right now if you're in the market for this vehicle or know somebody that is.
我不打算在这里深入细节讨论，因为这些会因地区而异，但你需要知道的是，目前福特提供的Mach-E折扣价格不尽相同，所以如果你有意购买这辆车或者认识有兴趣的人，请尽快与当地经销商联系确认。
A while back you might remember we talked about the Vermont Utility Green Mountain Power, this company that has subsidized customers who want battery backup power in exchange for using those batteries to lower the cost for the grid for consumers. I'm sharing this in the hope that this blueprint is eventually rolled out in other locations and pause if you want the details but simply customers can rent an option or they can buy it and be compensated to do so. But I think it's worth passing along because an executive said clearly the program is successful, it's performing as we expect and customers are looking for it. Previously there was a cap on how many customers could participate in this program each year and the waitlist to get powerwalls through the program went past 2026. Fast forward to now though and that cap is gone. Ensure the no cap here will be a slight boost to powerwall sales but in the grand scheme of things not a huge deal but it's the blueprint I hope we see more often.
前段时间，你可能还记得我们谈到过佛蒙特州的绿山能源公司，这个公司提供补贴给想要备用电池供电的客户，作为交换，这些电池用来降低普通用户的电网成本。我之所以分享这个信息，是希望这个蓝图最终能在其他地方推广，并且如果你想要了解详细信息可以暂停，简单地说，客户可以选择租赁或购买电池，并因此得到相应的补偿。但我认为这值得分享，因为一位高管明确表示，该计划非常成功，表现符合我们的期望，而且客户也需要这样的选择。此前，该计划每年参与的客户数量是有限制的，通过该计划获取Powerwall电池的候补名单已经排到了2026年。然而，现在情况有所改变，这个限制已经取消了。确保没有限制将稍微提升Powerwall的销售额，但从大局上来看并不是一件很大的事情，但我希望能更多地看到这样的蓝图。
Here you're looking at the upcoming Kia EV5 and no I didn't mean to say the EV9 that's a 3-row the 5 is going to be a 2-row smaller compact SUV. This is set to go on sale in China later this year and it should arrive in the US for the 2025 model year so potentially toward the end of 2024. This vehicle should compete directly with the Toyota BZ4X, the ID4 and the Model Y but we don't really have any specs on this vehicle just yet. Kia did say they'll share more details on this vehicle in October at an EV day event.
在这里，你正在看即将推出的起亚EV5，而不是我要说的EV9，EV9是一款三排座位的车型，而5则是一款二排座位的更小型的紧凑型SUV。这款车将在今年晚些时候在中国上市，并且预计将于2025款车型在美国上市，可能是在2024年底。这款车将直接与丰田BZ4X、ID4和Model Y竞争，但目前我们还没有关于这款车的详细规格信息。起亚表示他们将在10月份的一次电动汽车日活动上分享更多有关这款车的细节。
Nissan just rolled out a new retail strategy for its dealers and they said the model is intended to create an ecosystem where customers love Nissan and buy Nissan for the brand's value and not for the most recent rebate out there.
日产刚刚推出了一项新的零售策略给其经销商，他们表示该模式旨在创造一个生态系统，使顾客因为日产品牌的价值而喜爱并购买日产，而非仅仅因为最新的优惠折扣。
And they talked about a rapidly electrifying product portfolio of about a dozen new and updated vehicles. The automaker will kick off this EV offensive beginning around 2025 and will bring a promising series hybrid technology to the United States.
他们谈论到一个囊括大约十几款新车和升级车型的迅速电气化产品系列。这家汽车制造商将从2025年开始展开这场电动车攻势，并将引入一种有前景的混合动力技术到美国。
Speaking of new battery electric models they talked about a replacement for the Leaf hatchback that was described as a mini aria and they also talked about a performance sedan that could replace the maxima.
说到新的电池电动车型，他们谈论到一款取代Leaf掀背车的车型，被形容为迷你Aria，他们还谈论到一款性能轿车，可以取代Maxima。
The takeaway Nissan is very far behind and seemingly copying Toyota with their ice hybrid strategy.
总结起来，尼桑在混合动力汽车方面相对滞后，似乎是在模仿丰田的策略。
You can find me on X and Instagram linked below.
你可以在下方的X和Instagram上找到我。
Hope you guys have a wonderful and a safe weekend. Please like the video if you did and a huge thank you to all of my patreon supporters.
希望你们有一个愉快而安全的周末。如果喜欢这个视频，请给它点赞，同时非常感谢所有支持我的Patreon赞助者。