Exciting Comments on Giga Mexico + Tesla Bot, China Record, Catching Up

Hey everybody Rob Bauer here, welcome back to Tesla Daily, thank you for your patience. We got a lot to catch up on here. We've got news on Gigamexico updates on Tesla in China, some updates on the Cybertruck, Tesla bots, and obviously more from the last week and a half or so.

大家好，我是罗布·鲍尔，欢迎回到《特斯拉日报》，感谢大家的耐心等待。我们有很多要跟大家谈论的。有关吉加墨西哥项目的最新消息，有关中国特斯拉的更新，还有一些关于Cybertruck、特斯拉机器人以及上周半左右的其他新闻。

Alright, so starting off with the stock, Tesla today down 1.75% to close at $269.61, while the NASDAQ today was up 0.2%. So it looks like a relatively poor performance for Tesla, but some interesting context that we've got to bring in for today. The NASDAQ 100 is going to be doing a rebalancing because they feel they are getting overweight on some of the heaviest market cap stocks in the index. So they are going to be rebalancing this as of July 24th, they'll announce the changes specifically on July 14th, but obviously they're going to reduce the weight of those top companies, which as we know from the S&P 500 saga that most of us went through, or many of us went through, can be pretty impactful. Now this is not going to be to the degree that the S&P 500 inclusion was where that's a stock that's getting added to an index, this is just rebalancing, but it could still have a bit of an impact and could have some front running for that impact, or even just from the perception of that front running happening that could cause downward trends too. So we definitely saw that in the markets today, if you look at the top seven stocks here in the NASDAQ top 100, you can see that six of them are in the red around one to two percent. So Tesla falling right in that bucket, and then if we scroll down pretty much everything else in the green. So that's why the NASDAQ overall green, but Tesla probably underperforming today alongside some of those heavy market cap companies. So we'll see how that plays out again, some of that could continue as we head into those rebalancing periods, long term, you know, I guess it means a little bit more float probably as index matching funds will rebalance as well, but hopefully not too big of an impact long term.

好的，首先从股票方面说起，特斯拉今日下跌1.75％，收盘为269.61美元，而纳斯达克今日上涨了0.2％。特斯拉的表现似乎相对较差，但我们有一些有趣的背景信息需要介绍给大家。纳斯达克100即将进行再平衡，因为他们觉得指数中一些市值最高的股票的权重过大。因此，他们将在7月24日进行再平衡，并将在7月14日具体公布变更情况，但显然他们会减少这些顶级公司的权重，就像我们从标普500的故事中了解到的那样，这可能会产生相当大的影响。与把一只股票加入指数不同，这只是一种再平衡，但它仍然可能产生一定的影响，并可能会导致前期的趋势走低，甚至只是针对这种前期趋势的看法可能也会导致这种走势下行。因此，今天我们在市场上确实看到了这一点，如果您看一下纳斯达克100中排名前七的股票，您会发现其中有六只下跌了约1％至2％。因此，特斯拉也是下跌的一员，而其他几乎所有的股票都在上涨。所以纳斯达克总体上涨，但特斯拉可能今天表现不佳，与一些市值大的公司并驾齐驱。因此我们将继续看看这将如何发展，一些影响可能会持续到再平衡期，长期来看，我猜意味着浮动可能会更大，因为指数跟踪基金也会进行再平衡，但希望长期来看影响不会太大。

Alright, let's get into the gigamexical stuff here. So we've got some exciting comments from the governor of Nuehbelion, of course, often giving us updates on the progress that the factory is making there. So here's a couple of quotes. He said, quote, we do not have yet a date, we do not yet have a date for when, but the good news is that all the permits for the environment, energy, water, everything is already checked. It is advancing. So at any moment, we are going to give them the news that the first stone is being laid and quote. So it's a little bit maybe confusing with the translation. It doesn't necessarily mean that all the permits are complete yet, but apparently they're already in process and they are advancing in that process. And sounds like they're very close to being complete in that process where Tesla can then start to break ground. So hopefully that's happening really soon. I think the initial timeline was probably prior to now. So although that might mean a slight delay, hopefully it means we are getting very close to the actual groundbreaking of gigamexical, which obviously a very exciting event. He also said, quote, what we have of information is that right now they are already in the final stage of the design of the new car, a new model, which is going to be as far as we know the best electric and economic car in the world. And it is going to be a milestone. So now yes, with the design finished, what we know is that they are already finishing the production lines, the software, and everything that must be ready to start the plant. End quote. Now that's going to take a long time to bring these things into reality. But from the update here, it does sound like they're relatively far along, at least in the planning process, which no surprise. That's kind of how Tesla works before they go in and break ground. And that's why we see them make such fast progress once they reach that step. But still very exciting to hear with this being, of course, the next generation vehicle for Tesla. So a couple of really good and exciting updates there on gigamexical.

好的，让我们来谈一谈关于Gigamexical的事情。所以我们从Nuehbelion省省长那里得到了一些令人兴奋的评论，他经常给我们更新那里工厂的进展。以下是一些引用。他说：“我们还没有确定日期，但好消息是环境、能源和水等所有许可已经通过了审核。一切都在推进中。所以我们随时都会告诉他们，第一块基石已经奠定。”所以这个翻译可能有点令人困惑。它并不意味着所有许可证已经完成，但显然它们已经在进行中，并且它们正在推进中。听起来他们离完成流程非常接近，届时特斯拉就可以开始动工了。希望它发生得非常快。我认为最初的时间表可能是在现在之前。虽然这可能意味着稍有延迟，但希望这意味着我们非常接近Gigamexical的实际奠基，这显然是一个令人兴奋的事件。他还说：“我们获得的信息是，他们现在已经进入了新车设计的最后阶段，它将成为据我们所知世界上最好的电动经济车，这将成为一个里程碑。”所以现在，设计完成后，我们所知道的是他们已经完成了生产线、软件和准备开始建厂的一切。这将需要很长时间将这些事情变为现实。但根据这里的更新，听起来他们在规划过程中已经相对进展顺利，这并不意外。这是特斯拉在动工前的工作流程，所以我们看到他们一旦达到那一步就会取得如此快速的进展。但对于这将是特斯拉的下一代车辆，这仍然是非常令人兴奋的消息。这是关于Gigamexical的几个非常好和令人兴奋的更新。

Alright, next we've got updates on China. So probably a week ago, maybe a little bit over that we heard the wholesale sales figure for June. This was about 94,000 vehicles just shy of 94,000. So not a record, but really strong performance on wholesale sales, which could mean that June production was actually pretty solid. We're still waiting for that figure, hoping that we'll get that in the next day or two. And we'll cover that when we do. But for now, looking at wholesale sales, you can see the breakdown 30,000 model three, about 63,000 model Y, also probably close to a record, maybe similar situation where November outperforming that before. But if we look more importantly at the breakdown between retail sales, which are domestic sales and exports, we can see the ratio change pretty significantly here in June, which we'd normally seen historically, but with the unwinding of the wave that Tesla is in process of doing wasn't as clear that maybe that would be happening here in the second quarter. So with this 74,000 vehicles that were sold domestically there in China, the resale sales here, that puts the quarter here at about 156, 157,000 or so in terms of the total quarter of domestic sales. It's actually a record over Q1 by 14%.

好的，接下来我们来关注中国的最新动态。大概一周前，我们听到了6月批发销售额的数据。这个数字约为9.4万辆，虽然不是最高纪录，但批发销售表现非常强劲，这可能意味着6月份的生产情况相当不错。我们仍然在等待那个数字，希望在接下来的一两天内获取到。但就目前来看，从批发销售数据来看，我们可以看到30,000辆Model 3和约63,000辆Model Y的销售情况，这也可能接近最高纪录，可能跟去年11月表现得更好有相似之处。但更重要的是，我们需要关注零售销售（国内销售）和出口之间的比例在6月份发生了较大的变化。从历史上看，我们已经见证了这种变化，但随着特斯拉正在进行的市场调整过程，也没有明确地指出这种情况在第二季度会出现。因此，通过在中国国内销售的74,000辆车，也就是零售销售的数据，这让第二季度的国内总销量达到了约15.6万到15.7万辆，与第一季度相比增长了14%，创下了纪录。

So we've been talking about that throughout the quarter as the insured vehicle numbers came in. It was pointing in that direction as of the last couple of weeks. The last week came in at 17,400. So really delivering a very solid result here in June to set that record by a pretty significant amount when early on in the quarter, things were tracking well. But I think we were kind of thinking, yeah, maybe we get a little bit above it. 14% is a really, really strong outperformance of where things were at in Q1. Obviously, Q1 had Chinese New Year, but still there was some production downtime here, maybe in June, certainly in May that affects these numbers as well. So really great to see those numbers out of China. And again, we'll follow up once we have production because that will inform a little bit of what we're talking about from deliveries because it will let us interpret a little bit more about Texas and Berlin since those would be the remainder of non-Fremont or Shanghai production.

所以在第一季度中，当保险车辆数量出现时，我们一直在谈论这个问题。近几周的情况指向这个方向。上周的数据为17,400辆。所以在六月份取得了非常稳健的成绩，创下了一个相当重要的记录，因为第一季度初期情况一直很好。但我认为我们有一点想法，可能会稍微超过这个记录。14%的超额表现相比于第一季度来说真的非常出色。显然，第一季度有春节，但仍然有一些生产停工时间，可能在六月份，当然在五月份也会影响这些数据。所以非常高兴看到中国的这些数字。而且一旦我们有了生产情况，我们将会跟进，因为这将进一步为我们所谈论的交付提供信息，因为这将让我们更好地解释德克萨斯和柏林，因为它们将是非弗里蒙特或上海生产的其余部分。

Alright. Now the other thing that's kind of been or a couple other things that have been going on in China, so there has been a report from Bloomberg. This was a few days ago. So again, bear with me, we're catching up a bit. But a report that Tesla has been laying off some battery production workers, these would be specifically cell assembly lines. So it's not necessarily like Tesla's battery production as we think of it nowadays with 4680s. But some workers apparently in the cell assembly lines, they say Bloomberg says it's not clear how many battery workers may be like go or the specific reasons behind the layoff. But they go on to say that some automation equipment could help replace the human labor on the battery production lines. So it could be a case of Tesla automating some jobs away. And it does sound like they'd probably be reassigning some of these workers and then laying off some, but again, not exactly sure how many. So this could be part of the upgrades that we see happening with with Highland or maybe unrelated and just an upgrade that Tesla is doing in general. But that kind of seems to be the case with this battery layoff report, which I've seen covered in a few different places.

好的，现在有一些在中国正在发生的事情，就是有一份来自彭博社的报告。这是几天前的事了，所以请稍等，我们正在追赶。但是报道称，特斯拉正在裁员一些电池生产工人，这些工人主要是负责电池组装线。所以这并不是我们如今所认知的特斯拉电池生产，比如4680电池。但是据彭博社称，目前不清楚有多少电池工人会被解雇，以及解雇背后的具体原因。但报道继续说，一些自动化设备可以替代电池生产线上的人力劳动。所以这可能是特斯拉在推行自动化来减少工作岗位的情况。听起来他们可能会重新分配一部分工人，然后解雇另外一部分，但具体数量尚不确定。所以这可能是我们在海兰德看到的升级工作的一部分，或者可能与特斯拉的整体升级无关。但这似乎是有关这个电池解雇报道的情况，我在几个不同的地方看到过报道。

And then the other thing that's been going on in China, kind of a weird situation that I'm sure you guys have probably seen. But last week, there was an agreement signed by I think 16 automakers in China to avoid quote unquote abnormal pricing, which probably was instigated by Tesla's price changes earlier this year. So Tesla actually even signed on to that, but it only lasted for two days. And now the automakers have removed this or decided to no longer do this because the practice could be seen as a anti competitive, which I think was kind of everyone's sort of initial reaction. It seems a little bit like price fixing. I don't know if there was a structure that made them think that it wasn't that way originally, but it sounds like it's being scrapped because of those reasons. So I don't know, kind of a weird situation. That was, I guess, pretty short lived.

还有一件在中国发生的事情，可能你们已经见过，有些奇怪的状况。上周，中国的16家汽车制造商签署了一项协议，避免所谓的异常定价，这可能是由特斯拉今年早些时候的价格变动引发的。所以特斯拉实际上也加入了这个协议，但只持续了两天。现在汽车制造商们已经撤销了这个协议，或者决定不再执行，因为这种做法可能被视为反竞争行为，我认为这可能是每个人最初的反应。这听起来有点像价格垄断。我不知道最初是不是有一种结构让他们认为这不是那样的，但听起来是因为这些原因而被废除了。所以，这个情况有点奇怪。我猜这只是短暂的。

Alright, moving on from China, we do have a couple of updates on the Tesla bot here. We've talked before about Tesla's job openings, job positions that are available for the Tesla bot. It's interesting to fall from time to time. And if we check on this, we can see that Tesla is, I think, hiring over 50 positions here for a variety of different engineering roles with the Tesla bot.

好的，继续谈中国之外的话题，我们这里有一些关于特斯拉机器人的更新。我们之前已经谈到过特斯拉的招聘岗位，这些职位是为特斯拉机器人开设的。随时随地都能发现有趣的东西。如果我们查看一下，可以看到特斯拉正在招聘超过50个职位，担任各种不同的工程角色与特斯拉机器人相关。

And then one in particular kind of sticks out as a little bit more interesting than the rest. And this is the manufacturing engineering line lead for the Tesla bot, which is interesting from a production standpoint, but also because the location is different than most of these other listings. So this is in Sparks, Nevada. Obviously, where Gig and Nevada would be versus a lot of these other things happening in Palo Alto, which is where Tesla's doing more of their R&D type of stuff. So for this being in Nevada is a little bit of an outlier and kind of suggest that maybe Tesla has production plans there, obviously probably early stage plans, but some plans nonetheless to maybe do a pilot line or a full production line of the Tesla bot at Gig and Nevada. Definitely an interesting one there. And we'll have to continue to keep an eye on these listings to see if there are any other sort of listings that suggest something similar.

然后，有一项工作特别引人注目，比其他工作更加有趣。这是特斯拉机器人的制造工程线负责人，从生产的角度来看，这很有趣，但也因为其所在地与其他大部分职位有所不同，位于内华达州的斯帕克斯。显然，这与特斯拉在帕洛阿尔托进行更多研发工作的地方，吉格和内华达存在差异。所以，在内华达州开展这项工作有点不合常规，并且可能意味着特斯拉可能有生产计划，显然可能是早期阶段的计划，但无论如何也是一些计划，可能是在吉格和内华达建立特斯拉机器人的试验生产线或全面生产线。这确实很有趣。我们将继续密切关注这些职位信息，看是否有其他类似的职位信息表明类似的情况。

All right, as for Gigataxis, we've got an update here again, bear with me catching up a bit, but from Joe Tagmire, this was pretty early on. This was probably back in maybe even June at this point. So we'll go through it quick because most people probably know this, but sounds like Joe was saying that there was some downtime expected in the beginning of July for approximately five days for some upgrades and things like that, and also some reassignment. So personnel who were formerly on the swing shift, which is being reduced for just a day and a night shift are being redirected to cyber talk production lines to finalize testing calibration and get the lines into production status. This will likely take place throughout July and into early August. So obviously an exciting update there on the cyber truck. And hopefully that suggests that maybe things will be on track for that Q three delivery event that Elon referenced on the last earnings call, which hopefully we get an update on that in about a week.

好的，关于Gigataxis的更新，我们又有了一条消息，让我稍微跟上一下。根据Joe Tagmire的说法，这在早些时候可能是六月的事情了。我们会快速浏览一下，因为大多数人可能已经知道了，听起来Joe说七月初预计会有大约五天的停工时间，进行一些升级和其他工作，还有一些重新安排。因此，曾经在晚班的员工将被调到网络通话生产线上，进行测试校准以使生产线进入正式生产状态。这可能会持续到七月末和八月初。所以显然这是关于网络卡车的一则令人兴奋的更新。希望这意味着之前埃隆在上次财报电话会议上提到的第三季度交付活动能够按计划进行，我们希望在大约一周内能得到有关此事的更新。

Speaking of the cyber truck, we got a few new videos of the cyber truck doing some testing in New Zealand courtesy of cyber truck and Z on Twitter. You can see those there and some of them driving around having some fun and also testing on this patch of ice here, which kind of cool to see, but if you want to check out those full videos, you can go to that page. Take up to here on Tesla's international expansions. We know that you want to set that they're going to continue expanding into more countries. Looks like Malaysia may be next. So I'm not sure if this is official Tesla account. Obviously, you got to kind of be careful of that stuff from time to time. But there have been other reports that Tesla is going to be launching officially in Malaysia on July 20th. And then more recent news since that was a little bit old, it sounds like you on has requested specifically to meet with the Malaysian Prime Minister to discuss the possibility of him increasing his investments, him being Elon in this case in Malaysia. So potentially not only opening for business, but maybe looking to make a more significant investment. Elon continuing his world leader meetings there in Malaysia. So it'll be interesting to follow that and see if I doubt there'd be a gigafactory there, but potentially some supply chain investments that Tesla could have in mind.

说起Cybertruck，我们从Twitter上的Cybertruck和Z的一些测试视频中得知，Cybertruck在新西兰进行了一些测试。你可以在那里看到它们，有一些视频是它们在开车玩耍，还有一些是在这块冰上进行测试，挺有意思的。如果你想观看完整的视频，可以去那个页面查看。至于特斯拉的国际扩张，我们知道你想了解他们将继续进军更多国家。看起来马来西亚可能会是下一个目标。不过我不确定这是否是特斯拉的官方账号，显然你得小心谨慎对待这些事情。但是也有其他报道称特斯拉将在7月20日正式进驻马来西亚。更近期的消息是，伊隆在这方面表示希望与马来西亚首相会面，讨论他在马来西亚增加投资的可能性。因此，可能不仅是开展业务，还可能寻求更大规模的投资。伊隆在马来西亚继续进行他的世界领导人会议，这将是非常有趣的情况，我们将拭目以待。虽然我怀疑那里会有一座超级工厂，但特斯拉可能会考虑在马来西亚进行一些供应链投资。

A quick one here. So Tesla has changed the base color. So if we go back a few years, black paint was the base color, the free paint option that was updated to whites maybe two or three years ago. And now it has been updated again, at least here in the United States. I'm not sure internationally, but updated to midnight silver metallic being that base color. White is now a $1,000 option. So I think good to see a little bit of diversity that this will probably lead to with more people picking midnight silver metallic versus the white white, white Teslas are obviously as many of you know, becoming quite common. So probably good to switch that up from time to time.

这里有个简短的内容。特斯拉更换了基本颜色。如果我们回溯几年前，黑色是基本颜色，免费的涂料选项在大概两三年前升级为白色。现在，在美国至少已经再次更新，即将午夜银金属色作为基本颜色。白色现在是一个需要额外支付1000美元的选项。我认为这很好，会带来更多多样性，更多的人会选择午夜银金属色而不是白色。显然，白色特斯拉正在变得非常普遍，所以不时变化一下可能是好事。

Quick update on FSD beta. So Tesla scope here saying that version 11.4.5 is now rolling out to employees and special groups. But the release notes are the same as four.four. And although no release notes, no updates to release notes sometimes make the makes it seem like it's not going to be a very significant change. Sometimes we've actually found those to make quite a bit of difference in terms of just the smoothness or the functionality of FSD beta. So it'll be interesting to see some, you know, early reports on people's experience with four.five.

关于全自动驾驶（FSD）测试版本的最新消息。特斯拉在此表示，11.4.5版本正在向员工和特定群体推出。但是发布说明与4.4版本相同。有时，即使没有发布说明或者没有更新发布说明，这似乎意味着变化不会特别显著。有时，我们实际上发现这些更新对于FSD beta的流畅度或功能方面有着相当大的改变。因此，看到一些早期反馈关于4.5版本的使用体验将会很有趣。

And again, we continue to see pretty frequent updates on FSD beta, which is, which is nice. Now also related, we've got an update from Green the Only who has gained access, I think from an anonymous donor, it says to just a visual here of the hardware for computer. So he goes through some of the differences. We're not going to spend a ton of time on that. It's very technical. But you can go to his Twitter and kind of see some of those things. He did note that one thing we've been talking about with the potential for expansion for additional cameras, which we've seen with the cyber truck where there's the bumper camera. It does sound like there are, you know, ports here for that, as expected, but they are depopulated, which Green says that we have seen before from Tesla. And usually, you know, if they didn't have plans to use that, they wouldn't include it and depopulate it. They would just omit it. So the fact that it depopulated might mean that eventually it will be populated. Maybe that ends up only being for certain vehicles like the cyber truck, but could mean that things change eventually for vehicle like Model Y as well.

再次，我们继续看到关于FSD beta的相当频繁的更新，这是很好的。现在还有一个来自Green the Only的更新，他获得了匿名捐赠者的访问权限，据他说这只是硬件的可视化。因此，他介绍了一些不同之处。我们不会花太多时间在这上面，因为这很技术性。但你可以去他的Twitter上看一些相关的东西。他确实指出了我们一直在谈论的关于扩展额外摄像头的潜力，就像我们在Cybertruck上看到的那样，其中有后保险杠摄像头。听起来确实有这样的接口，如预期所示，但它们是被卸载的，Green说我们之前从特斯拉那里见过这种情况。通常，如果他们没有计划使用它，就不会包括它并将其卸载。因此，卸载的事实可能意味着它最终将被使用。也许这最终只适用于像Cybertruck这样的特定车辆，但也可能意味着像Model Y这样的车辆将来会发生改变。

And then just a few quick things here on charging. And then we'll kind of wrap it up. Many of you have, you know, caught up on this stuff, but electrify America is going to add a NACS, which obviously a nice step there and kind of following that trend, Volkswagen saying that they're evaluating the implementation of NACS. No final word on that yet, but obviously they've got a key stake in electrify America and then pull star, they're adapting it same situation where 2024 adapter and then integrating it in 2025. And then Mercedes Benz actually very notably announcing that they will be adding an NACS and again, same situation, introducing it in 2025 access in 2024. So the waterfall kind of continues here of brands adopting this. And I think at this point, it's going to be very, very difficult for any brands to avoid this with how many brands have now adopted it. So glad to see that continue over the last week or so.

然后只是一些关于充电方面的快速内容。然后我们就基本结束了。你们中的许多人可能已经了解到了，电气化美国将会增加一个NACS，显然是一个不错的举措，而且沃尔克斯沃根也表示他们正在评估NACS的实施情况。目前还没有最终定论，但显然他们在电气化美国中扮演着重要角色。而Polestar也在适应同样情况，在2024年推出适配器，并在2025年进行整合。而梅赛德斯-奔驰也十分引人注目地宣布他们将在2025年添加一个NACS，同样的情形是，在2024年推出适配器。因此，品牌采用这一技术的瀑布式趋势在这里继续发展。我认为，在如此多品牌已经采用了这一技术的情况下，现在任何品牌要想避免这一点是非常非常困难的。所以很高兴在过去的一周左右这一趋势得以继续。

And then finally here, just a quick update on Rivian, they announced their Q2 production and delivery figures and really did quite well. They grew deliveries by 49% from Q1. They grew production by 59% and I have those flipped. Yeah, probably the lower, but anyway, production and deliveries grow grew by, you know, 40 to 60% part of me quarter over quarter, which is, you know, well, has expectations. I think the stock has done pretty well for the last few days as a result of this, but sounds like they are on track or they believe they're on track for their guidance for 50,000 vehicles this year. And I don't think I said the figure yet, but 14,000 vehicles produced nearly and about 12,600 vehicles delivered. So obviously Rivian will need to continue to work on cost controls, but good to see some progress there for that.

然后最后在这里，快速更新一下Rivian的情况，他们宣布了他们Q2的生产和交付数据，表现非常不错。他们的交付量比Q1增长了49%。他们的生产量增长了59%，又搞混了，可能是增长较低，但无论如何，生产和交付量都实现了每个季度40%至60%的增长，这超出了预期。我觉得由于这个原因，股价在过去几天表现得相当不错，听起来他们正在按照计划或者他们自己认为他们正在按照计划进行，今年有望生产5万辆汽车。我想我还没有说出这个数字，但实际上他们生产了将近14,000辆汽车，交付了大约12,600辆。显然，Rivian还需要继续努力控制成本，但是很高兴看到取得了一些进展。

Alright, I think that'll wrap it up for today. Hopefully not too lengthy there. But again, I just want to say a quick thank you for your patience. Obviously not a great time for having a vacation scheduled after I had to, you know, work on a lot of things the week prior, but hopefully really getting back now into the normal schedule. It's still going to be a little bit spotty here, but I think, you know, shooting for five episodes this week back on the normal cadence and I'll do my best on that. So again, just appreciate the patience and as always, thank you for listening. Make sure you're subscribed and signed up for notifications. You can also find me on Twitter at Tesla podcast and we'll see you tomorrow for the, well, I guess today my time zone for the July 11th episode of Tesla daily. Thank you.

好的，我想今天就到这了。希望没有太长。但是，我还是想快速地感谢你的耐心。显然，在我不得不在上一周的工作之后安排一个假期并不是一个好时机，但是希望现在真的能够回到正常的日程安排上。这里可能仍然有一些不稳定性，但是我会尽力的。所以再次，对你的耐心表示感谢，并且一如既往地感谢你的倾听。确保你已经订阅并开启了通知。你还可以在Twitter上找到我，用户名是Tesla podcast，我们明天（对于我所在时区来说应该是）见面，这是7月11日的《特斯拉日报》。谢谢。