Tesla Just Became Even More Exciting / Toyota Admits They're Behind / GM's New EV Plans ⚡️

Welcome to Electrified. It's your host Dylan Loomis, quick shout out to my newest patrons, media cafe online and Vance M. Thank you for choosing to support the channel.

欢迎来到电气化世界。我是您的主持人迪伦·卢米斯，在这里向我的最新赞助者媒体咖啡在线和范斯·M. 表达诚挚感谢。感谢您选择支持我们的频道。

As we get closer to the Cybertruck launch event, I'm pretty sure they will start slowly rolling out new wraps and hopefully some Cybertruck accessories. We know they have their own in-house team working on specific accessories for this vehicle, and unless they don't want to complicate early production, which is definitely a possibility, if Tesla was smart, that's what they would do, slowly start showing the public what type of accessories they've been working on. And while many of us were excited to finally see the matte black Cybertruck, which was most likely a color PPF wrap, the search volume on Google still does not compare to when Elon went on the Joe Rogan podcast.

随着我们靠近Cybertruck发布活动的日期，我非常确定他们将开始慢慢推出新的包装，并希望能推出一些Cybertruck配件。我们知道他们有自己的内部团队正在为这辆车设计特定的配件，除非他们不想给初期生产带来麻烦，这当然是有可能的。如果特斯拉聪明的话，他们会慢慢向公众展示他们一直在研发哪些类型的配件。而虽然很多人都对终于见到了哑光黑色的Cybertruck感到兴奋，这很有可能是一层PPF包装膜的颜色，但在谷歌上的搜索量仍然无法与埃隆上Joe Rogan的播客时相比。

So here we have it, X's new AI platform called Groc or Groc, whatever you prefer, to possibly be integrated natively in Tesla vehicles using local compute in the future and Tesla vehicles to run inference for Groc queries when the robot taxi fleet is not in use driving people around. I think the Tesla community can tend to get over their skis when it comes to quasi announcements like this. So is this a future billion dollar business for Tesla or is it something that may not actually ever happen at all? Rather than cop out with the answer being somewhere in between, which by the way it most likely will be, here are a few things to consider.

所以，在这里我们有X公司的新人工智能平台叫做Groc，或者你喜欢叫它Groc，以后可能会与特斯拉车辆本地计算集成在一起，并在特斯拉车辆停止使用机器人出租车服务时为Groc查询运行推断。我觉得特斯拉社区在类似这样的准宣布时往往会过于兴奋。那么，这对于特斯拉来说是一个未来价值数十亿美元的业务，还是可能根本不会发生的事情呢？与其回答可能介于两者之间，顺便说一句，最有可能的情况是这样的，我们可以考虑以下几个因素。

Internalized the first line here, provided our vehicle AI computer is able to run the model. For now, there are no guarantees Tesla's FSD hardware will be capable enough to run Groc, which then begs the question, would it only be cars with hardware 4 that may be able to run Groc? What about hardware 2.5? Is it bound here in terms of what percentage of Tesla's fleet might be able to do this in the future?

如果我们的车辆AI计算机能够运行这个模型，就可以实现此处提到的第一条线路。目前为止，特斯拉的自动驾驶硬件是否足够强大以运行Groc并没有任何保证，这就引出了一个问题，只有硬件版本4的车辆才能运行Groc吗？那2.5版硬件呢？未来特斯拉车队中有多少比例的车辆可能具备这个功能？

So sadly I'm going to sound a little bit like Wall Street here, but it's actually very tough if not impossible to put numbers on this right now, it's just far too soon. When Elon says Tesla will probably have the most amount of usable inference compute on Earth, bear in mind using FSD hardware when the cars are sitting idle will indeed use some level of energy. How would a Tesla owner be compensated for letting Tesla remotely run inference compute on Tesla vehicles? This would certainly result in an accelerated type of phantom drain, only this time there would be some type of return to the customer for this energy use.

很遗憾，我现在要说的话可能听起来有点像华尔街人士，但现在要对此进行具体的数字评估非常困难，甚至可以说几乎不可能，因为目前来说时间还太短。当埃隆说特斯拉很可能会拥有地球上最多可用推理计算能力时，请记住在汽车闲置时使用FSD硬件的确会消耗一定程度的能源。那么特斯拉车主如何获得补偿来让特斯拉在远程控制他们的车辆上运行推理计算呢？这肯定会导致一种加速的虚拟能量消耗，但这一次顾客会获得某种形式的回报用于抵消能源消耗。

And there are more questions, how much energy would running inference require? Would the energy drain be worth the presumably small amount of compensation that Tesla or X would end up offering to the customer? The customer being the owner of the Tesla vehicle. To make sure everybody's up to speed, inference compute is basically the process of answering questions that people would ask AI like Grock. It's the process of making predictions or decisions based on data. This is entirely different than training an entire model. So think about simple questions like what's the most popular restaurant in Austin, Texas. Tesla cars may in the future be able to use the FSD computer to spit out an answer to a query like this and of course many others.

还有更多问题，运行推理需要多少能量呢？与特斯拉或X最终向车主提供的预计较小补偿相比，能源消耗是否值得？在这里指的是特斯拉车主。为了确保每个人都了解，推理计算基本上是回答人们对像Grock这样的人工智能提出的问题的过程。它是根据数据进行预测或决策的过程。这与训练整个模型完全不同。因此，想想像“奥斯汀最受欢迎的餐馆是哪家”这样的简单问题。特斯拉车可能在未来能够使用FSD计算机来回答这种查询，当然还有许多其他问题。

SETI-S-E-T-I is the search for extraterrestrial intelligence and Elon did clarify he did not mean Tesla vehicles were going to be looking for aliens when they're sitting idle, at least not yet. I do want to reiterate, all of this is in such an early stage that drawing too many conclusions is a fool's errand. Grock itself is still in very very early development and what it will eventually become is not yet fully known. However, thinking 5 to 10 years down the line, things do become incredibly interesting. You know how Siri and most voice assistants are pretty frustrating at times? Well, think about having a conversation with your car, in your car, being a Tesla, asking it questions and getting real-time news and answers because Grock references the entire X library of content with news in real time. This would also give Elon, Tesla and X even more data and more of a pulse on what customers are inquiring about.

SETI-S-E-T-I是搜索外星智能的意思，埃隆澄清了他的意思并不是指特斯拉车辆在闲置时会去寻找外星人，至少目前还没有这样的意图。值得再次强调的是，这一切都还处于早期阶段，从中得出太多结论是愚蠢的。Grock本身还处于非常早期的开发阶段，它最终会成为什么样子还不完全清楚。然而，展望5到10年后，事情变得非常有趣。你知道Siri和大多数语音助手有时会让人沮丧吗？想象一下与你的车进行对话，在你的特斯拉车内询问问题并得到实时的新闻和答案，因为Grock会引用整个X内容库中的实时新闻。这也将为埃隆、特斯拉和X提供更多的数据，并更好地了解顾客的疑问。

Even just the idea of using Tesla's future fleet of vehicles for any type of distributed computing, whether it be Bitcoin mining or something else, those applications become intriguing opening up a whole new world of possibility. But there's also a chance they're never really used in any meaningful way in that capacity. We do know the rest of the industry is struggling with software and the idea of smart connected autonomous vehicles.

即使只是使用特斯拉未来的车队进行分布式计算的想法，无论是比特币挖矿还是其他应用，这些应用都变得令人着迷，打开了一个全新的可能性世界。但也有可能它们在这方面从未被真正有意义地使用。我们知道整个行业都在为软件和智能连接的自动驾驶车辆的想法而苦苦挣扎。

Grock running natively in Tesla's could catapult Tesla even further ahead in this realm, giving customers a potentially very useful tool to use with voice commands in the future, anywhere on the road. To have a built-in voice assistant with real-time data from X natively in your Tesla could bring an entirely new realm of productivity and content consumption. Could Tesla charge a monthly or annual fee for the ability to run these Grock queries? I could speculate here for a while but here's my takeaway. I'm not ready to say this is a new multi-billion dollar business for Tesla but I'm definitely not ready to write it off as Hopium either. I am however very excited to watch this develop in the next few years because this definitely could turn into a major moat for Tesla relative to the competition. So we can absolutely go ahead and add this to the growing list of home run potential ventures for Tesla.

格鲁克（Grock）在特斯拉汽车上的原生运行可能会进一步将特斯拉推向领先地位，在未来的道路上，为客户提供一种潜在非常有用的工具，可以通过语音命令随时使用。在特斯拉汽车上具备一个内置的语音助手，能够实时获取来自X的数据，将会带来全新的生产力和内容消费的领域。特斯拉是否可以向用户收取每月或每年的费用来运行这些格鲁克查询功能？在这个问题上我可以猜测一段时间，但以下是我的结论。我不准备说这对特斯拉而言是一个新的几十亿美元的业务，但我也绝不会将其视为无望之举。然而，我非常兴奋地看到这在未来几年的发展，因为这肯定会成为特斯拉相比竞争对手的一项重要优势。因此，我们绝对可以将其添加到特斯拉潜在成功项目的日益增长的清单中。

As Grock continues to develop we will pay close attention but the Tesla integration natively in the next few years paired with Robotaxes could become quite the selling point for the public and yes Tesla's distribute compute capability could eventually be monetized in ways we have not yet even really thought about. What a time to be alive.

随着Grock的发展，我们将密切关注，但Tesla在未来几年内与Robotaxi的整合可能成为公众非常关注的卖点。是的，Tesla的分布式计算能力最终可能以我们尚未真正考虑过的方式赚钱。活在这个时代真是太好了。

Clean Technica shared a chart of the top selling EVs in Europe. This was just for one month for September of this year but it's still fun to look at the Model Y leading the way. Outselling places 2 through 5 combined. And we have VW's ID4 and ID3 combined doing less than 10,000 units for the month.

Clean Technica分享了欧洲畅销电动车排行榜。这只是今年九月份的一个月销量，但看到Model Y领先其他车型仍然让人很开心。Model Y的销量超过了第2到第5名的总和。而大众的ID4和ID3在一个月内的销量还不到1万辆。

I believe some of you in Europe have already seen these updates now for a few weeks but in case you haven't Europe is supposed to be getting some of these FSD visualizations bringing them over to just autopilot. Those improvements like the dynamic vehicle sizing and open door visualizations should be rolling out over in the EU.

我相信在欧洲的一些人已经在过去几周看到了这些更新，但如果你还没有看到，现在欧洲应该会获得一些全自动驾驶（FSD）的可视化功能。这些改进，如动态车辆尺寸和开门可视化功能，应该会在欧洲陆续推出。

We got an update on the Tesla strike situation over in Sweden. We have this source Dagen's industry saying the negotiations between Tesla and IF Mattel have completely stalled. Now the union is flagging for more strike action saying there will be more sympathy measures. These sympathy strikes are where other companies not directly Tesla related may actually get involved in the strike to limit Tesla's business operations in the region. Basically as a sign of solidarity because around 90% of Sweden is unionized. What I could find online the union believes Tesla is engaging in strike breaking. The word on the street I can't confirm is that Tesla has brought in people partly from overseas, partly from other locations in Sweden to cover for the members that are striking. So basically Tesla doing whatever they can to maintain the business operations. This is why the other unions are now saying there will be more sympathy measures. Right now as far as I can tell there are no more scheduled negotiation times and there are no compromises in sight. A union rep said I don't know what that would look like. We want a collective agreement. They Tesla say they don't want it. When asked if Tesla had planned any countermeasures like leaving Sweden they said no we have not heard of that.

我们得到了关于瑞典特斯拉罢工情况的最新消息。我们有来自Dagen行业的消息，称特斯拉和工会IF Mattel之间的谈判完全陷入僵局。现在工会正在寻求更多罢工行动，并表示将采取更多的同情措施。这些同情罢工是指其他与特斯拉无直接关系的公司可能会加入罢工行列，以限制特斯拉在该地区的业务运营。基本上这是一种团结的象征，因为瑞典约有90%的人加入了工会。根据我在网上找到的信息，工会认为特斯拉正在阻碍罢工。我无法确认的是，市面上有传闻称特斯拉已经从海外和瑞典其他地区聘请人员来填补罢工成员的空缺。所以基本上特斯拉正在尽其所能维持业务运营。这就是为什么其他工会现在表示将采取更多的同情措施。据我所知，目前没有更多的谈判时间，也没有妥协的迹象。一个工会代表表示，我不知道那会是什么样子。我们想要一个集体协议，但特斯拉说他们不想要。当被问到特斯拉是否计划采取任何反击措施，比如离开瑞典，他们回答说没有听说过这样的计划。

Tesla has actually settled with a UK owner who bought a Model 3 back in 2019 and he ended up paying around 6000 quid for FSD but he sued Tesla saying he wanted his money back because Tesla never delivered on the service. The initial settlement had clauses including a non-advice clause and a confidentiality clause but the customer wasn't having it because he wanted to be able to share his story about what happened. Tesla then agreed to remove the clauses and the case was resolved with the customer receiving the full claim amount of 5800 quid and extra compensation of 2200 quid basically for the interest he could have earned over that time. So let's call this roughly 10,000 US dollars that Tesla had to pay back.

特斯拉实际上与一位于英国的车主达成了和解，该车主在2019年购买了一辆Model 3，并最终支付了大约6000英镑购买全自动驾驶（FSD）系统，但他起诉特斯拉，称他希望退款，因为特斯拉从未提供该服务。最初的和解包括一个非建议条款和一个保密条款，但是该顾客不接受这些条款，因为他希望能够分享自己的经历。特斯拉随后同意删除这些条款，该案件得到解决，该顾客收到了5800英镑的全额索赔金额以及额外的2200英镑补偿，基本上是因为他可以在那段时间内获得的利息。因此，我们可以称之为特斯拉不得不退还的大约10000美元。

There are certain locations globally where Tesla has been accepting payments for FSD but it hasn't really delivered the service whether it's because of a software issue or something to do with regulations. Naturally the question becomes now that this settlement is public will there be a line up of other people looking to do the same thing, get their money back from Tesla. Let's just pick a number 50,000 people that may hypothetically be in a similar situation where they paid for it and haven't got what they were expecting. That would roughly be potentially about 500 million dollars that Tesla would then have to pay back potentially reducing some of their FSD revenue that they're expecting to recognize in the next few years.

特斯拉全球某些地点接受了购买FSD的付款，但实际上并没有提供相应的服务，无论是因为软件问题还是与法规有关。自然而然的问题是，既然这个和解方案已经公开，是否会有其他人排队要求特斯拉返还他们的钱。假设有5万人遇到了类似的情况，他们支付了费用但未得到预期的服务。这可能意味着特斯拉可能要返还大约5亿美元，从而可能减少他们预计在未来几年内获得的一些FSD收入。

That of course just a quick and dirty thought experiment of what a potential worst case scenario could look like but in the months ahead we'll see if any of these arise. Here we have a quote over the weekend from a veteran auto analyst saying the way Toyota builds cars has been considered the standard but it's extremely shocking to think that what Tesla is proposing is likely to become the standard for producing EVs. The impact on Japan's car manufacturing will be monumental. He was of course referring to the Gigacast method. An exec from a European automaker added the way Tesla is making cars is quickly moving to become an industry standard. FT also shared an infographic on Tesla's older serial production process and then contrasted it with what they're looking to do with the modular or the unboxed approach.

当然，这只是一个快速而粗糙的思维实验，来展示可能的最糟情况，但在接下来的几个月里，我们会看到其中是否会出现任何情况。在周末，我们听到了一位资深汽车分析师的评论，他说丰田生产汽车的方式被认为是标准，但是想到特斯拉提出的方式很可能成为生产电动车的标准简直让人震惊。这将对日本汽车制造业产生巨大的影响。当然，他指的是巨型铸造法。一位来自一家欧洲汽车制造商的高管补充说，特斯拉制造汽车的方式正在迅速成为行业标准。 FT还分享了一份关于特斯拉旧的连续生产过程的信息图，并将其与他们打算采取的模块化或非包装方法进行了对比。

We've heard about this all before but little things like previously they would have to put the doors on, then paint, then take the doors back off to go to the next step and from a first principles approach it was just inefficient. Compare that to what Tesla will be looking to do with the next gen platform and they said the Gigapress castings allow floor assemblies to become part of the structure of the car, making modular units that more people or robots can work on at the same time in parallel sub assemblies. So if you want a gross oversimplification you have all of these outside areas we can call them pods where you can do all the work, do all the painting, assemble these different pods and then you ultimately just put them together like Legos. Toyota's chief production officer said to be honest we are behind in Gigacasting since we've yet to roll out a product. But we have done casting for a long time and ultimately we believe we can produce a product that will be cheaper, lighter and thinner with high performance.

我们以前听说过这些事情，但之前他们必须先安装门，然后再进行涂漆，然后再拆下门进行下一步操作，从基本原理来说，这样做是低效的。相比之下，特斯拉将尝试使用下一代平台，他们表示，Gigapress铸件使得地板组件成为汽车结构的一部分，使得模块化单元可以由更多人或机器人同时并行进行工作。因此，如果你想要一个过度简化的解释，我们有很多可以称之为“模块”的外部空间，你可以在这些空间里进行所有的工作、涂漆和装配，最后就像乐高积木一样把它们组装起来。丰田的生产总监说，说实话，我们在巨型铸件方面是落后的，因为我们尚未推出产品。但我们长期以来一直在铸造方面有所经验，最终我们相信我们可以生产出更便宜、更轻、更薄但性能卓越的产品。

Yet again we have people concerned saying that the big question will boil down to repair ability when these vehicles made with a Gigacast technology are actually in accidents. However if you've been following along daily with Electrified you will remember we talked about Tesla's Gigacast are actually modular in themselves. So if a certain part is actually broken or damaged you can remove individual pieces that are actually replaceable. Yet another Tesla innovation that Legacy Auto is going to have to figure out. In summary Tesla has gone from any relevant golf cart maker to literally revolutionizing the entire global auto industry. Not too bad.

再一次，我们有人担心表示，当使用Gigacast技术制造的这些车辆遇到事故时，一个重要问题将归结为可修复性。然而，如果您每天关注《电动化》的话，您应该还记得我们谈到特斯拉的Gigacast技术其实本身就是模块化的。因此，如果某个零件损坏或破坏了，您可以拆下可更换的个别部件。这是特斯拉又一项需要传统汽车制造商来解决的创新。简而言之，特斯拉已经从一个无关紧要的高尔夫球车制造商发展到实际上彻底改变了全球汽车行业。并不差啊。

On X Edge shared a few recent images from November of the site where Tesla is building its new diner in California. You'll see a few wall structures are indeed up. So the work is underway. I said it last time we talked about this but I'll say it again. This site just doesn't look that big to have 32 plus stalls and this big restaurant that we were all expecting. Is it just me?

On X Edge最近分享了一些11月份特斯拉在加利福尼亚建造新餐厅的工地的照片。你可以看到一些墙体结构确实已经建起来了，所以工程正在进行中。上次我们谈论这个话题时我说过一次，但我还是要再说一次。这个工地看起来并不像我们都期待的那样大，能够容纳32个以上的摊位和这个大餐厅。难道只有我这样觉得吗？

This is a fun little story we have Tesla sponsoring an engineering team at the University of Manitoba. Every year this team builds electric race cars that are then entered into competitions. This time around Tesla is giving them 2170 sales for them to use in their next design. But in my opinion the coolest part of this story Tesla will also be offering consulting services to their engineers about the design and allow them to get some Tesla expertise. Which one of the students said is invaluable to the team. The team said they were one of only 67 that were chosen worldwide for this Tesla sponsorship. The word on the street is the public will also be able to buy some Tesla merch in the lobby through some vending machines. I believe this was the first day it was open to the public so most likely over the next week or two we get a bit more information.

这是一个有趣的小故事，特斯拉赞助了曼尼托巴大学的一支工程团队。每年，该团队都会建造电动赛车并参加比赛。这一次，特斯拉将提供给他们2170个电池单元供他们在下一次设计中使用。但在我看来，这个故事中最酷的部分是，特斯拉将为他们的工程师提供咨询服务，帮助他们设计，并让他们获得一些特斯拉的专业知识，其中一位学生表示这对团队来说是无价之宝。该团队表示，他们是全球仅有的67支获选特斯拉赞助的团队之一。据听说，市民还可以通过自动售货机在大堂购买一些特斯拉商品。我相信这是对公众开放的第一天，所以在接下来的一两周内，我们可能会得到更多信息。

Tesla Chan on X shared some takeaways from a recent Taolin interview. We've already heard about 1 through 3 but some news she said currently a car can come off the production line in about 30 seconds. The last time we heard this I believe it was somewhere in the neighbourhood of 40 seconds. 10 seconds may not sound like a whole lot but it's actually a 25% operating efficiency improvement. Automation in the welding workshop now close to 100% Gigacasting reduces manufacturing time from 1 to 2 hours down to 3 to 5 minutes which doesn't even make sense and the Megapack factory in Shanghai will indeed export to the global market. We've heard that the cost competition for battery energy storage in the Chinese market is as intense as anywhere on the planet so it may make sense for Tesla to start exporting the Megapack to the European and other regions. And of course as Tesla scales production for its Megapack in time with higher volume they should be able to drive down costs and then maybe become more cost competitive in the Chinese local market.

特斯拉陈在X上分享了最近一次的陶林采访中的一些要点。我们已经听说了1到3，但她说目前一辆车可以在大约30秒内生产出来。上次我们听到的时候，大约是40秒左右。10秒听起来可能不算多，但实际上是提高了25%的运营效率。焊接车间的自动化现在接近100%。超级铸造技术将制造时间从1到2小时缩短到3到5分钟，这甚至没有意义。上海的超级电池组工厂确实将向全球市场出口。我们听说中国市场的电池能源储存的成本竞争激烈程度与全球任何地方都不相上下，所以特斯拉将Megapack出口到欧洲和其他地区可能是有道理的。当然，随着特斯拉为Megapack的生产规模不断扩大，他们应该能够降低成本，然后在中国本土市场上变得更具成本竞争力。

And when people ask how Tesla is actually making EVs profitably of course there are thousands of reasons not the least of which is relentless continuous improvement. American advisors have said nearly half of the dealers that were queried indicated they have no trust in Ford and Toyota ended up as the most trustworthy brand when it comes to dealer relations. 48% of dealers said they have no trust in Ford consistent with the expectation of a decline in future Ford franchise profitability due to the OEM's EV future retailing strategy. Nissan not far behind though as they followed Ford with 43% of dealers saying they have no trust in the brand. Meanwhile a whopping 72% said they have a high level of trust in Toyota. This of course begs the question though is this a case of the blind leading the blind to which I would say most likely it's a resounding yes. I will say you have to be careful with these numbers because obviously the dealers are not going to want to change their business model they've been making historically high profits nobody wants to go and learn an entirely new vehicle of the EV. They have to spend money on charging and infrastructure and training so naturally any OEM that tries to get the dealers to onboard with EVs there's going to be some level of pushback. Just another messy situation that Tesla does not have to spend one second thinking about.

当人们询问特斯拉如何实际上能够盈利生产电动汽车时，当然有成千上万的原因，其中包括不懈的持续改进。美国顾问曾表示，近一半被询问的经销商表示他们不信任福特，而在经销商关系中，丰田成为最值得信赖的品牌。48%的经销商表示他们不信任福特，这与预期的由于OEM的电动汽车未来零售策略导致福特特许经销商利润下降的预期一致。虽然日产也紧随其后，但与福特一样，有43%的经销商表示他们对这个品牌不信任。与此同时，高达72%的经销商表示他们对丰田高度信任。当然这引发了一个问题，这是盲人引导盲人的情况吗？我会坚定地回答，很可能是的。我要说这些数据需要小心，因为显然销售商不会希望改变他们的商业模式，他们一直获得着历史上高额的利润，没有人愿意去学习一种全新的电动汽车。他们必须花钱来建设充电设施和基础设施，并进行培训，因此，任何试图让经销商接受电动汽车的OEM都会遇到一定程度的阻力。这只是特斯拉根本不需要花一秒钟去考虑的又一个混乱局面。

According to L. Economista Tesla has established a holding company in Barcelona Spain. You may recall that Tesla was in negotiation talks to open a $5 billion Gigafactory in Spain but then some of the details of those plans were leaked and Tesla said nope not doing it anymore. The reporting said the purpose of this holding company would be acquisition holding enjoyment administration direction and management of securities and or shares of Spanish or foreign companies or entities residents in Spain or abroad so definitely too broad to make any real assumptions. Tesla's cooking up something in the Spanish market I'm sure we'll find out soon enough.

据L. Economista报道，特斯拉在西班牙巴塞罗那成立了一家控股公司。你可能还记得，特斯拉曾与西班牙就在该国开设一座价值50亿美元的超级工厂进行谈判，但随后有关这些计划的一些细节被泄露，特斯拉表示不再进行此项计划。报道称，这个控股公司的目的将是收购、持有、享有、管理西班牙或外国公司或机构的证券和/或股份，无疑太过宽泛，无法作出任何真实的假设。特斯拉在西班牙市场准备些事情，我相信我们很快就会知道了。

Previously GM had about $11 billion earmarked through 2028 in US investments for electric vehicles and powertrains now that number over the weekend has been boosted by about $2 billion to 13. GM is expected to build a more affordable version of the Chevy Bolt in Kansas and a new series of premium EVs for Cadillac and Chevy in Michigan. GM is considering whether to build this new version of the Bolt EV at its Fairfax plant in 2025. They're also thinking about a pure electric performance model with a Corvette name. This is all still evolving as over the weekend GM and the UAW were still working on ratifying these new contracts. But they're talking about five vehicle assembly plants and seven parts plants to build EVs and components in the United States over the next five or so years.

此前，通用汽车计划在未来十年内在美国投资约110亿美元用于电动车和动力总成，但在上周末这个数字增加了大约20亿美元，达到了130亿美元。预计通用汽车将在堪萨斯州建造更多价格较为实惠的雪佛兰Bolt版本，并在密歇根州为凯迪拉克和雪佛兰推出一系列高端电动汽车。通用汽车正在考虑是否在2025年将新款Bolt EV投产于其费尔法克斯工厂。此外，他们还在考虑推出一款纯电动性能车型并取名为Corvette。这些计划仍在发展中，因为上周末通用汽车和美国汽车工人联合会仍在努力批准新的合同。但他们计划在接下来的五年左右在美国新建五个车辆组装厂和七个零部件工厂，以生产电动汽车和零部件。

The word is the new Chevy Bolt would fall under the master UAW contract. Lucid has finally given in today announcing that their customers will be able to access 15,000 Tesla superchargers in North America in 2025 so Lucid is adopting the NACS after all. Their current vehicles with CCS ports will be able to access the supercharger network with an adapter but not until 2025.

这句话的意思是：新的雪佛兰Bolt所属的是美国汽车工人联合会的总体合同。Lucid车厂今天终于妥协，宣布他们的客户将能够在2025年访问北美地区的15,000个特斯拉超级充电站，因此Lucid终究还是采用了NACS标准。他们目前带有CCS接口的车辆可以通过适配器接入超级充电网络，但要等到2025年才能实现。

These remain how the V3 superchargers will work with Lucid and how the voltage step up is going to be handled but I'm sure we'll find out in time. Here's the updated NACS list remaining holdouts, VW, Stellantis and Mazda.

这些还是关于V3超级充电桩将如何与Lucid合作以及电压升压将如何处理的内容，但我相信我们会及时找到答案的。以下是更新的NACS名单中仍未加入的厂商：大众、斯特兰蒂斯和马自达。

In response to the news, you have to love the humor from Elon saying that must have been a bitter pill to swallow.

针对这则新闻，埃隆的幽默说法相当可爱，他说这一定是一颗难以下咽的苦药。

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