Well, We Learned a Lot About Elon and Tesla This Weekend ⚡️
发布时间 2024-01-16 23:48:50 来源
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Welcome to Electrified. It's your host Dylan Loomis.
欢迎来到《电动世界》。我是你的主持人迪伦·卢米斯。
Quick shout out to my newest patron, David H. Thank you for choosing to support the channel.
感谢我最新的赞助者David H.对我的频道的支持，特此致意。非常感谢您选择支持我的频道。
First up today, we learned a lot more about Tesla over the weekend than you may think. Now, if you've already seen everything that Elon has said on this topic, feel free to skip ahead to the analysis section linked below.
今天首先，我们在周末得知了关于特斯拉的很多信息，可能比你想的要多。现在，如果你已经看过埃隆在这个话题上的所有发言，可以直接跳转下面链接的分析部分。
To start, Elon didn't really bring this up. He was responding to a question someone asking if Elon already has so much Tesla, why would he need another huge compensation package? To which Elon said, I'm uncomfortable growing Tesla to be a leader in AI and robotics without having around 25% boating control, enough to be influential, but not so much I cannot be overturned. Unless that's the case, I would prefer to build products outside of Tesla. You don't seem to understand that Tesla is not one startup, but a dozen. Simply look at the delta between what Tesla does and GM.
首先，埃隆没有主动提起这个问题。他是在回答别人提出的一个问题，问到如果埃隆已经拥有这么多特斯拉股份，为什么还需要另外一个巨额的报酬计划呢？对此，埃隆表示，如果我在将特斯拉发展为人工智能和机器人领导者的过程中没有大约25%的控制权，足够有影响力但不至于无法推翻，那我对此感到不舒服。如果不是这种情况，我更愿意在特斯拉之外打造产品。你似乎没有理解特斯拉不只是一家初创公司，而是十几家公司的组合。只需简单比较特斯拉与通用汽车的差异。
As for stock ownership itself being enough motivation, fidelity and others own similar stakes to me, why don't they show up for work? If this is where the conversation would have stopped, there would have been some legitimate concerns about Tesla going forward. Namely, that Elon may be incentivized to build AI in robotics outside of Tesla so he can actually have more ownership of that endeavor. Luckily, that's not where it ended.
至于仅凭股权拥有就足够激励的问题，富达及其他公司与我持有类似的股份，为什么他们不参与工作呢？如果对话到此为止，对特斯拉未来造成了一些合理的担忧。也就是说，埃隆可能会受到激励，在特斯拉之外，建立人工智能和机器人技术，从而实际上拥有更多该项目的所有权。幸运的是，事情并未止步于此。
About an hour and 15 minutes later, Elon said, I would like to have a strong influence on AI and robotics, not control of it. I don't think any person should control it. Then about 2 and a half hours after the original post, which was long enough for a lot of damage in the media to already be done with people speculating, which is understandable, Elon said I should note the Tesla board is great. The reason for no new comp plan is that we're still waiting for a decision in the Delaware compensation case. Trial for that was held in 2022, but a verdict has yet to be made.
大约一个小时15分钟后，埃隆说，“我希望对人工智能和机器人产生强烈的影响，而不是控制它。我不认为任何人应该控制它。”然后，在原帖发出后大约2个半小时，媒体已经对此进行了很多猜测，已经造成了很大的负面影响，这可以理解。埃隆在此之后说，“我应该提到特斯拉的董事会很棒。没有新的补偿计划的原因是我们仍在等待特拉华州赔偿案的决定。该案于2022年审理，但仍未作出裁决。”
I put compensation plan in quotes because from my standpoint, this is primarily about ensuring the right amount of voting influence at Tesla. If I have 25%, it means I'm influential, but can be overridden if twice as many shareholders vote against me versus for me. At 15% or lower, the 4 against ratio to override me makes a takeover by dubious interest too easy. I would be fine with a dual class voting structure to achieve this, but I'm told it's impossible to achieve post IPO in Delaware.
我将“补偿计划”打上引号的原因是，从我的观点来看，这主要是为了确保我在特斯拉拥有正确的投票权。如果我持有25%的股份，那意味着我有影响力，但如果投票反对我的股东人数是支持我的两倍，那么我的决策可以被推翻。如果我的持股比例低于15%，则由不良利益方发动的接管会变得过于容易，只需四票反对就可以推翻我。我可以接受建立一个双重股权投票结构来实现这一目标，但我被告知在特拉华州上市后无法实现这一点。
Elon was asked, have you had conversations with the Tesla board about a new comp plan, or is it on hold until the case is solved? Elon said waiting for the case to be decided.
有人问Elon，你是否与特斯拉董事会讨论过新的薪酬计划，还是要等待案件解决之后再行动？Elon回答说要等待案件判决。
Later Monday night responding to Sawyer, Elon said, if dual class can be done, I'm all for it. It's weird that a crazy multi-class share structure like Meta has, which gives the next 20 plus generations of Zuckerberg's control is fine pre IPO, but even a reasonable dual class is not allowed post IPO.
周一晚上回应Sawyer时，埃隆说，如果可以实现双重股权结构，我完全支持。真奇怪的是，像Meta那样拥有疯狂多级股权结构的公司，在IPO前是可以接受的，它让扎克伯格一家的后20多代人能够控制公司。但是，即使是一个合理的双重股权结构，在IPO后也不被允许。
In case you're not familiar, companies can have different share classes that hold different voting rights. For example, maybe class A shares have one share one vote, whereas class B could have one share 10 votes.
如果你不熟悉的话，公司可以拥有不同的股份类别，持有不同的投票权。例如，也许A类股份是一股一票，而B类股份可能是一股十票。
Then responding to whole Mars about the relationship between Elon and Tesla's board of directors, Elon said no feud or battle at all. The Tesla board is excellent.
在谈到埃隆和特斯拉董事会之间的关系时，埃隆表示根本不存在争吵或战斗。特斯拉董事会非常出色。
This entire conversation seems to boil down to Elon having enough control, not necessarily having more money. Denial, sorry for butchering said, we've seen many attempts using different approaches from different actors to undermine Elon's control and separate him from his companies. This is not going away. The more powerful his companies become, the higher the stakes will be, to which Elon said, yeah, let's have a conversation about this because there really is a lot to unpack here.
整个对话似乎可以归结为埃隆拥有足够的控制权，并不一定是拥有更多的钱。不得不说，我们已经看到了许多尝试使用不同方法来削弱埃隆的控制力并将他与他的公司分离的企图。这种情况不会消失。他的公司变得越强大，赌注就会越高，对此埃隆说，是的，我们需要就这个问题进行讨论，因为这里确实有很多事情需要梳理清楚。
But first and foremost, everybody and their brother yesterday were saying that Tesla stock was going to tank today, fast forward to today and Tesla is in the green, the Nasdaq's in the red. Let this be a reminder if you think you know what's moving Tesla stock price and when it's going to happen, you don't.
但首先，昨天每个人都在说特斯拉的股票今天会崩盘，快进到今天，特斯拉股票却是上涨的，纳斯达克指数下跌。让这个事实提醒你，如果你认为你知道什么因素会影响特斯拉股价以及何时发生，你是错误的。
As James pointed out, the last stock-based compensation expense for Elon's 2018 compensation plan was at the end of 2022, so from that time, Elon has effectively been working for free. I've seen a lot of people argue Elon already has hundreds of millions of Tesla shares already, so why does he need more? To that I would say, Elon has already earned all of those shares. Let's say your compensation for 2023 was all in stock in whatever company you work for, even if it's not a public company. That would be effectively like your boss saying, well, you already got your stock for last year, so for 2024, you just work on growing that and we're not going to give you anything further. Would you be good with that? I think if we're being honest, the answer is no.
正如詹姆斯所指出的，埃隆在2018年薪酬计划中的最后一笔以股票为基础的补偿费用是在2022年底，所以从那时起，埃隆实际上就是在免费工作。我看到很多人争论埃隆已经拥有数百万特斯拉股份，所以他为什么还需要更多？对此，我想说，埃隆已经赚得了所有这些股份。假设你2023年的薪酬全部以你所工作的公司的股票形式给予，即使该公司不是上市公司。这实际上就像你的老板说，你已经得到了去年的股份，所以2024年，你只需要努力增加价值，我们不会再给你其他任何东西。你能接受吗？坦白说，我认为答案是否定的。
Don't forget, the last compensation package was a huge success. At the time it was debuted, nobody thought the tranches were possible, especially at the high end, and then Tesla and Elon went and achieved them all.
不要忘记，上一个补偿方案取得了巨大的成功。当它首次推出时，没有人认为这些分期付款是可能的，尤其是高端的分期付款，然后特斯拉和埃隆（·马斯克）去实现了所有的分期付款。
So this time around, if there's a new compensation package with a top level tranche that requires Tesla to get to, we'll call it 10 trillion dollars, everybody's going to think it's impossible, but then in the back of their minds, they said, hey, Tesla already did this the first time achieving the impossible, so are they going to somehow pull this off again?
这一次，如果有一个新的补偿方案，其中最高层级需要特斯拉达到，我们称之为10万亿美元，所有人都会认为这是不可能的，但在他们的脑海深处，他们会说，嘿，特斯拉第一次就实现了不可能的目标，难道他们会再次做到吗？
And it's not like this new compensation plan for Elon is just going to pay him for showing up, it's most likely all going to be performance based as it was the first time around. Meaning if Tesla doesn't hit certain valuation and revenue and profitability metrics, then guess what, Elon doesn't get paid. And if he does get paid, it means the shareholders are winning as well.
这个新的埃隆报酬计划并不仅仅是为了他的出席而付款，很可能像第一次那样完全基于绩效。这意味着如果特斯拉没有达到一定的估值、收入和盈利指标，那么猜猜怎么着，埃隆就不会得到报酬。而如果他得到报酬，这意味着股东也获得了胜利。
How do you think the stock market might react if they see Tesla put a 10 trillion dollar valuation on paper in terms of an official comp plan?
如果股市看到特斯拉在官方竞争计划中标出一项10万亿美元的估值，你认为股市可能会如何反应呢？
On the criticism that Elon's only really in this position because he decided to sell his Tesla stock to buy Twitter, I understand the knee jerk reaction, however, the problem with that is it just quickly becomes a conversation on if you believe saving Twitter and protecting free speech was worth it in the end and that of course is going to be up for debate.
关于对埃隆（Elon）因决定出售特斯拉股票以购买推特而处于现在这个位置的批评，我理解人们的直观反应。然而，这个问题的困境在于，它很快就会演变成关于你是否认为挽救推特和保护言论自由最终是否值得的讨论，而这显然是一个可以辩论的问题。
Personally, based on where mainstream media and other social media platforms are going, I absolutely think it was worth it and the right move.
就我个人而言，基于主流媒体和其他社交媒体平台的发展方向，我坚信这是值得的且正确的举措。
That argument aside, right now Elon owns about 13% of Tesla with his basic ordinary stock, he does have some unexercised options that he has the ability to exercise sometime before the end of 2028. Right now, those options are vested and they are in the dilutive Tesla stock share count, they're not yet in the basic stock count.
撇开这个论点不谈，现在埃隆拥有的特斯拉基本普通股约占13％，他还有一些未行使的期权，他可以在2028年底之前行使。目前，这些期权已经到期，它们计入了稀释的特斯拉股票份额，但尚未计入基本股票份额。
That'll change whenever Elon decides to exercise them and at that time he's going to owe a hefty bill for taxes. There's no guarantee it plays out like this again, but the last time Elon was in this position with some unexercised options, he waited until basically the very end to actually exercise those options.
当埃隆决定行使这些期权时，情况将发生变化，那时他将不得不支付可观的税款。不能保证以后的情况会再次出现相似的情况，但上次埃隆处于这种未行使期权的位置时，他等到最后时刻才行使这些期权。
My point here is when you factor in for these unexercised options, Elon may only be asking for a few extra percent of Tesla. I still think there may be a way for Tesla to get creative and not be as dilutive when it comes to a new compensation plan for Elon.
我的观点是，当你把这些未行使的期权考虑进去时，埃隆可能只是要求额外拥有几个百分点的特斯拉股份。我仍然认为，特斯拉可能有办法在为埃隆设计新的薪酬计划时不会造成太大股权稀释。
That's because in 2004, Google went public in Delaware. When they started, they had two classes of stock, class A in class B, the class B with 10 times the voting rights. Then 10 years later, well after being public, again for a Delaware company, Google did a stock split that created a third class of common stock, a two for one split of its class, a stock creating a new class C stock that had no voting rights whatsoever.
这是因为在2004年，谷歌在特拉华州上市。当他们刚开始时，他们有两类股票，A类和B类，B类拥有10倍的投票权。然后10年后，在谷歌成为上市公司之后，再次为特拉华州公司进行了股票拆分，创建了第三类普通股，即将一股拆为两股，创建了一种没有任何投票权的新的C类股票。
And yes, maybe this was possible because the new class had no voting rights, where if you want a new class with more voting rights, maybe that's what they don't allow.
是的，也许之所以可能是因为这个新的阶级没有投票权，如果你想要一个拥有更多投票权的新阶级，那可能是他们不允许的原因。
I've also seen a fair number of people argue that Elon was effectively blackmailing Tesla in the board of directors with this post. I will say, I can absolutely see how one could interpret this in that way, but having followed Elon now pretty closely for a long time, I really don't think that's ever something that he would do to a company that will always have a very special place in his life and heart not to get to in your feels.
我也看到了不少人认为埃隆在董事会上通过这篇帖子实际上在威胁特斯拉。我可以理解为什么有人会这样解读，但是我长期以来一直很密切地关注埃隆，我真的不认为他会对这家始终在他心中占有非常特殊位置的公司做出那样的事情，不是说你会感触到的那种方式。
Personally, I just see this as Elon sharing his concerns about building AI in robotics, which as we know is going to be a huge critical portion of Tesla's future, both in terms of the company and the stock valuation.
就个人而言，我只是认为埃隆在分享他对于在机器人领域构建人工智能的担忧。我们都知道，这将是特斯拉未来的一个关键部分，无论是对于公司发展还是股票估值来说。
It's not apples to apples, but given everything that just happened with open AI, if you put yourself in Elon shoes, it becomes pretty apparent to see why he would ask for something like this.
虽然无法完全类比，但考虑到与OpenAI刚刚发生的一切，如果你设身处地地站在埃隆的立场上，你就会很清楚地理解他为什么会提出这样的要求。
Before we got this context, I thought maybe Tesla's board is actually deserving of more criticism, but turns out that's not the case. If anything, it's our legal system that's to blame. It sounds like the decision for this verdict is the only thing holding up a new compensation plan for Elon and based on everything I'm reading, it sounds like Elon should win that case.
在我们获得这个背景信息之前，我原以为特斯拉的董事会实际上应该受到更多的批评，但事实证明并非如此。如果有什么过错，那就是我们的法律制度。听起来，这个判决对于为埃隆制定一个新的补偿计划来说是唯一一个阻碍。根据我所读到的一切，埃隆应该在这个案件中胜诉。
I'd also just put it out there, most likely this new compensation plan for Elon is going to be heavily focused on AI and robotics, so what is Wall Street going to do with that?
我还想提一下，很可能埃隆的这个新的薪酬计划将主要关注人工智能和机器人技术，那么华尔街会如何应对呢？
All this to say, I don't think Elon is going anywhere, I'm pretty confident that the board and Elon will figure this all out within a few months after we get that Delaware verdict. I'm also pretty dogmatic about Elon being the right and maybe only person that can lead Tesla to this future $5-10 trillion valuation that's focused heavily on AI and robotics. Who else is going to do that job?
说这些只是为了表达，我认为埃隆不会离开，相信董事会和埃隆会在得到特拉华州判决后的几个月内解决这一切。我也坚信，埃隆是唯一能够将特斯拉引领到未来的5-10万亿美元估值，并且在人工智能和机器人技术方面重点发展的正确人选。还有谁能够胜任这个工作呢？
So ultimately, we give Elon a bit more control, he now has massive incentives to keep him at Tesla and engaged for another decade plus, and if he reaches these impossible goals yet again, then everybody including the shareholders will win.
因此，最终我们给予埃隆更多的控制权，现在他有更大的激励去继续留在特斯拉并投入到另外十年乃至更长时间的工作中。如果他再次达到这些看似不可能的目标，那么无论是股东还是所有人都将受益。
To wrap this all up, for a long time, I thought Elon was long overdue for a new compensation plan and now we know exactly what the holdup has been. And probably more importantly, now we know that Elon is actually interested in a new compensation plan which will hopefully lock him into Tesla like I said for another decade plus. Without a new incentive package, the option for Elon slowly drifting away from Tesla was simply higher, I'm not saying it was likely but it was higher than if he actually has a plan in place.
总结一下，长时间以来，我一直认为埃隆应该制定一份新的薪酬计划，现在我们知道耽搁的原因了。更重要的是，现在我们知道埃隆实际上对一份新的薪酬计划很感兴趣，希望这能让他再次为特斯拉效力十年以上，就像我说的那样。如果没有一个新的激励计划，埃隆慢慢远离特斯拉的可能性会更高，我不是说这是有可能的，但相比有一个计划，这种可能性更高。
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Rohan Patel's policy advisor said he had it back and forth on Friday night with Elon about a large AI data center investment he decided to approve which he's been tracking closely for many months. Hard to imagine a CEO more involved in the most important details of their company than E. We know Tesla has a data center at Giga Nevada but right now on the Tesla careers page they are hiring for data center roles in Palo Alto and in Austin. We heard about this over the summer when Tesla said they were going to be working on a first of its kind data center specifically in the future.
Rohan Patel的政策顾问表示，他在星期五晚上与埃隆就一个大型人工智能数据中心投资问题进行了多次交流，该投资经过了他数月的密切跟踪，他决定予以批准。很难想象有比埃隆更关注公司最重要细节的CEO了。我们知道特斯拉在Giga Nevada有一个数据中心，但目前在特斯拉的招聘页面上，他们正在聘请帕洛奥图和奥斯汀的数据中心职位。我们在今年夏天听说过这个消息，当时特斯拉表示他们将着手建设一种全新的、特别用于未来的数据中心。
Before you go crazy, Elon said important note optimists cannot yet do this autonomously but certainly will be able to do this fully autonomously and in an arbitrary environment. It won't require a fixed table with a box that has only one shirt. That means this task was done via tele operations which in the most basic sense means that Tesla was controlling optimists remotely. If you look at the bottom right portion of the screen right here at the eight second mark I believe that's where the tele operator actually was. Also worth noting in the back there was an earlier version of optimist that was working with 4680s in some fashion. Even though optimist wasn't doing this autonomously I think the more important thing here is this was a hardware demonstration showing that in this current form it seems to be capable of doing a task like this.
在你变得疯狂之前，埃隆说了一条重要的注意事项，乐观主义者目前还不能自主完成这项任务，但肯定能够在任意环境下完全自主地完成。它不需要一个带有只有一个衬衫的盒子的固定桌子。这意味着这个任务是通过远程操作来完成的，基本上是特斯拉在远程控制乐观主义者。如果你看一下屏幕的右下角，在第八秒的时候，我认为那就是远程操作员的位置。还值得注意的是，在后方还有一个早期版本的乐观主义者，以某种方式使用了4680电池。尽管乐观主义者并没有实现自主，但我认为这里更重要的是，这次是一个硬件演示，表明在目前的形式下，它似乎能够完成这样一个任务。
Replying to K10 Elon said robots will build robots one day seems inevitable whether Tesla does it or not. Adrian said it took Boston Dynamics 30 years to achieve what Tesla achieved in one. I really hate this comparison but Elon responded to it saying two years to meet three years to beat. No acquisitions optimist is a startup. Honestly don't really love this I'm pretty confident optimists can't already do everything that Atlas from Boston Dynamics can do nor should it because as I just said this is not really in apples to apples comparison.
回应关于K10的问题，埃隆表示，无论特斯拉是否参与，机器人最终会建造机器人，这似乎是不可避免的。阿德里安表示，波士顿动力公司花费了30年时间才达到特斯拉用一年时间所取得的成就。我真的很讨厌这种比较，但埃隆对此做出了回应，他说需要两年时间达到目标，再用三年时间超越目标。没有收购的乐观主义是一种创业精神。老实说，我并不太喜欢这个比较，我非常有信心乐观主义者已经能做到波士顿动力公司的Atlas所能做的一切，也不应该做到这一点，因为正如我刚刚所说的，这并不是一个合理的比较。
I actually just found this post from a Tesla bot engineer saying increasingly complex tasks through tele operation in order to verify our current hardware has the dexterity to do those tasks. Now mostly software and AI work collected data needed to trained end-to-end neural nets to do it autonomously just like with the colored blocks sorting and un-sorting we've shown last year and to accumulate enough data diversity to generalize faster.
我的确刚刚发现了一位特斯拉机器人工程师的帖子，他表示通过远程操作来完成越来越复杂的任务，以验证我们当前的硬件是否具备进行这些任务的灵活性。现在，主要是通过软件和人工智能工作来收集所需的数据，以进行端到端神经网络的训练，使其能够像去年展示的有关有色积木的分拣和未分拣一样自主进行操作，并积累足够多样化的数据以加快泛化速度。
Look we all love seeing the incredible progress Tesla is making with optimists but I want to make sure our expectations remain in check. Going from this to producing thousands and hundreds of thousands of these reliably at scale and having them do real work to the point where it starts to materially benefit Tesla's financials it's still going to be a journey to get there. Elon with a critical distinction saying unfortunately such miracles as finding a missing sock are impossible.
翻译成中文：
我们都热衷于看到特斯拉取得令人难以置信的进展，但我希望确保我们的期望保持理性。要从现在这个阶段过渡到大规模可靠地生产成千上万台特斯拉车辆，并让它们真正发挥作用，以至于对特斯拉的财务状况产生实质性的好处，这将是一个漫长的过程。埃隆以关键的区别说，不幸的是，找到一只丢失的袜子这样的奇迹是不可能的。
You know how there are plenty of keyboard warriors that say oh optimist special look at Boston dynamics well let's hear what the senior research scientist at NVIDIA has to say about optimist. I appreciate this so much. Optimist has the best humanoid hardware I've seen the smoothness and speed of the motions are stunning. We can both be excited about the progress the hardware and stay grounded on the challenges chat GPT moment of robot foundation model is not here thanks Elon for the honesty we're on the right track and we will get there together as the research community advances.
你知道，有很多键盘侠会说：“哦，乐观者，看看波士顿动力的表现吧”，那么我们来听听英伟达的高级研究科学家对乐观者的看法。我非常感激这样的评价。乐观者拥有我见过的最好的人形机器硬件，其动作的流畅度和速度令人惊叹。我们可以对硬件的进展感到兴奋，并在挑战中保持脚踏实地。GPT模型在机器人基础方面的瞬间尚未到来，感谢埃隆的坦诚，我们正朝着正确的方向前进，研究社区会共同进步。
Finally Mazda has announced a partnership with Tesla adopting the NACs from 2025 onward. While many of the other announcements said 12,000 Tesla superchargers Mazda saying 15,000. That's all they said but it's to be expected because right now Mazda doesn't have any full BEVs in the United States. They had the MX 30 but they discontinued that after just two years at the end of last year. Mazda CEO has said publicly they're going to intentionally be a follower for full electric vehicles because of demand uncertainty. Mazda has a few plug-in hybrids but full BEVs they've really dragged their feet.
最后，马自达宣布从2025年开始与特斯拉合作，并采用NACs。尽管其他宣布中提到了12,000个特斯拉超级充电桩，但马自达表示他们将提供15,000个。这是他们唯一说的，但这也可以预料，因为马自达目前在美国没有任何完全电动汽车。他们曾推出了MX 30，但在去年年底仅仅两年后就停产了。马自达首席执行官公开表示，由于需求不确定性，他们故意成为完全电动汽车的追随者。马自达有一些插电式混合动力车，但在完全电动汽车方面进展非常缓慢。
That now leaves us with stellantis as one of the only major automakers to yet adopt the NACs. Panasonic plans to roll out its newest iteration of EV battery cells with improved capacity as early as this year. Their new 2170 cells will begin production at Giga Nevada with Tesla this year or in 2025. Their plan is to quadruple production capacity by 2030 but remember they also have factories in Kansas and they're announcing a third one. They are saying these new cells could help reduce the overall cost of an EV. As we've known they're still developing 4680 cells and they said rising manufacturing capacity 10% by 2025 doesn't necessarily require the addition of new production lines or further investment. Panasonic will reveal the location for a third factory by the end of its fiscal year that ends in March and they're looking from 50gWh of capacity now up to 200gWh again by 2030. It may be another year before these hit the market but it's either going to be a margin tailwind for Tesla or a price cut for consumers.
现在，这使得斯泰兰蒂斯成为仅有的几家尚未采用新型锂离子电池的主要汽车制造商之一。松下计划在今年早些时候推出其容量提升的最新一代电动汽车电池。他们的新型2170电池将于今年或2025年与特斯拉在内华达超级工厂开始生产。他们的计划是到2030年将生产能力增加至四倍，但请记住他们还在堪萨斯州拥有工厂，并且还在宣布第三个工厂。他们表示，这些新型电池有助于降低电动汽车的总成本。正如我们所知，他们仍在研发4680电池，并且他们表示到2025年，提高10%的制造能力并不一定需要新增生产线或进一步投资。松下将在截至3月的财年结束前公布第三家工厂的位置，并计划到2030年将产能从50GWh增加至200GWh。这可能需要再过一年才能进入市场，但对特斯拉来说，这要么是利润增长的有利因素，要么是对消费者的价格减免。
Responding to Ray for Tesla Elon said getting Cybertruck road legal in China would be very difficult but we could ship some prototypes over for display. I've said it before but the truth is Tesla really doesn't need any international markets for the Cybertruck. In the United States alone we consume millions of pickup trucks so for the Cybertruck to sell $500, $750,000 a year just in the United States should not be a problem when it comes to the total addressable market. Speaking of Cybertruck responding to Sawyer, Elon said we have further improvements in the works to tighten the turning circle significantly. Right now I believe the rear wheel steer is up to 3 degrees and I'm hearing that the capacity right now from a hardware perspective would be 10 degrees.
回复雷恩的时候，特斯拉的埃隆表示将Cybertruck 在中国合法上路会很困难，但我们可以将一些样车运过去展示。我之前说过，但事实是，特斯拉对于Cybertruck 并不需要任何国际市场。仅在美国，我们每年消耗数百万辆皮卡，所以Cybertruck 在美国销售每年50万至75万辆应该不是一个问题，从总体市场规模来看。说到Cybertruck，回应索耶尔的问题，埃隆表示我们正在努力改进，以显著减小转向半径。目前，我相信后轮转向角度为3度，从硬件角度来看，我听说容量现在可以达到10度。
Per the usual we'll skim quickly over anything from JD Power but now they have this new website ranking study. Based on over 12,000 respondents who consider things like information, content, visual appeal, navigation and speed, the best automaker website for this winter variation of the study is Mercedes Benz scoring 751 points followed closely by Tesla in second place with 749. We have a report Tesla is contemplating sourcing batteries from Samsung for their energy storage systems. They're also saying Tesla clarified it intends to use Panasonic as the sole supplier for the Model 3. It could be totally unrelated but spring of last year we heard that Samsung was working on LFP battery development. I'm not sure they'd have it ready now but maybe toward the end of this year and if Tesla decides to go through with this, something to watch.
和往常一样，我们将快速浏览来自JD Power的任何内容，但现在他们有了这项新的网站排名研究。 根据超过12,000名受访者的评价，考虑到信息、内容、视觉吸引力、导航和速度等因素，本次冬季研究中得分最高的汽车制造商网站是梅赛德斯-奔驰，得分为751分，特斯拉紧随其后，以749分获得第二名。 我们有一份报告称特斯拉正在考虑从三星采购电池用于其能源储存系统。 他们还表示，特斯拉澄清了其打算将松下作为Model 3的唯一供应商。 这可能完全与此无关，但去年春季我们听说三星正在进行LFP电池开发。 我不确定他们现在是否准备好了，但可能在今年年底左右，如果特斯拉决定继续进行，这将是一个值得关注的事情。
Unfortunately this news clip of a Tesla supercharger location in Chicago in below zero temperatures has been going viral. A scene mirrored in other supercharging stations around the Chicago area. And this is crazy. It's a disaster. Seriously. With temperatures falling into the negative double digits, these charging ports have stopped charging, leaving many Tesla owners stranded here in long lines since Sunday.
不幸的是，一则有关芝加哥特斯拉超级充电站在零下温度下的新闻片段迅速走红。芝加哥地区其他超级充电站也出现了类似的情况。这真是太疯狂了，是一场灾难。说真的。由于温度降至零下两位数，这些充电口停止了充电，导致许多特斯拉车主自周日以来被困在长队中无法离开。
Nothing. No juice. It's below zero percent and this is like three hours this morning being out here. It's frustrating because it's so disingenuous people take things like this that are just one-offs in an otherwise super reliable network and they'll use it to say that nobody ever should buy an EV. I find it more and more important we remind ourselves of what the general public is being fed about Tesla.
没有东西。没有果汁。这个电量不足百分之零下一，早上在这边待了三个小时。这真让人沮丧，因为人们总是拿这些个别事件来攻击整个可靠的网络，说EV永远不应该被购买。越来越重要的是，我们要提醒自己，关于特斯拉的一般公众所接受到的信息。
I also just wanted to add after digging around the internet, I was able to find some people saying that it may have been snow getting packed inside the actual plug and that once some of the people that were at this site started drying out the plugs that that was the issue but I'm not sure that really checks out.
我还想补充一点，在在网上搜索后，我发现一些人说可能是雪结在插头内部，一旦有些人在现场将插头晾干后问题就解决了，但我不确定这个说法是否正确。
We and Canadians know that Tesla superchargers can operate in freezing cold temperatures like this, albeit a bit slower. So if any of you hear what actually happened with this site, please shoot me an email or let me know below. So far I can't find anything.
我们和加拿大人都知道，特斯拉超级充电器可以在这样的严寒天气下工作，尽管速度可能会稍慢一些。所以如果有人听说这个站点到底发生了什么，请发送邮件或在下方告诉我。到目前为止，我还找不到任何信息。
We got the weekly Tesla China data. It came in at 7,400. Plugging that data in, comparing it to week two of quarter four, that number was 7,500. So through the first two weeks of quarter one, we're now about 2,100 units ahead of that record pace.
我们得到了特斯拉中国的每周数据。数据显示，本周销量为7,400辆。将这个数据与第四季度的第二周进行比较，那个数字为7,500辆。因此，在第一季度的前两周，我们现在已经比创纪录的销量超前2,100辆。
Mercedes just came out and said solid state batteries may not be required for future electric cars because current lithium ion batteries are good enough. I could have said just look at Tesla and there's your answer.
梅赛德斯刚刚表示，固态电池可能对未来电动汽车并非必需，因为当前的锂离子电池已经足够好用。我也可以说，只需看看特斯拉，答案就在那里了。
There was a long article from CNBC talking about GM and Mary Barra, but all I really want to share two sources told CNBC GM is ending the ultra cruise program. One source said GM has decided to instead focus on the current super cruise system and expanding its capabilities rather than having two different similarly named systems.
CNBC发表了一篇关于通用汽车和Mary Barra的长篇文章，但我只想分享两个消息源告诉CNBC通用汽车将终止超级巡航项目。其中一位消息源表示，通用汽车已决定将重点放在当前的超级巡航系统上，并扩展其功能，而不是使用两个名字相似的系统。
There was another lengthy article from the Wall Street Journal talking about all of the early problems with the Chevy Blazer EV, all I want to highlight, if all of these new EVs continue trying to be just like Tesla and have all the latest high-end tech, they're going to be problematic. That according to a spokesman from Genesis. Translation, these legacy companies cannot yet do what Tesla can do.
《华尔街日报》上又有一篇长篇文章，讲述了雪佛兰Blazer EV的早期问题。我想强调的是，如果所有这些新的电动汽车都试图成为像特斯拉那样，具备最新的高端技术，它们将会带来问题。这是Genesis公司的一位发言人的说法。简而言之，这些传统汽车公司还不能做到特斯拉所能做到的。
For the Cybertruck exterior, Tesla has said to prevent damage, immediately remove corrosive substances like grease, oil, bird droppings, tree resin, dead insects, tar spots, road salt, industrial fallout, etc. Do not wait until Cybertruck is due for a complete wash. They said if necessary use denatured alcohol to remove tar spots and stubborn grease stains, then immediately wash the area with water and a mild non-detergent soap to remove the alcohol.
为了Cybertruck的外部，特斯拉建议在出现腐蚀性物质如油脂、鸟粪、树脂、死虫、柏油污点、道路盐、工业残留物等时，立即清除，以防止损坏。不要等到Cybertruck完全需要清洗时再行动。如果有必要，可以使用脱水酒精清除柏油污点和顽固的油渍，然后立即用水和温和的无洗涤剂肥皂清洗该区域，以去除酒精。
There's that and then we have this from out of spec detailing. And this is the Bar Keepers Friend.
这有一个来自于不合规范的细节出处，然后我们有了这个。这就是酒保的朋友。
LG just opened its first EV charger facility outside of South Korea in Fort Worth, Texas, where they plan to produce more than 10,000 chargers per year. To start, they'll be 175 kilowatts in the first half of the year, then 350 kilowatts later this year.
LG刚刚在美国德克萨斯州福特沃斯市开设了第一个位于韩国以外的电动汽车充电器设施，计划每年生产超过10,000个充电器。一开始，这些充电器的功率将在今年上半年为175千瓦，随后在今年晚些时候将提高至350千瓦。
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