Cybertrucks in Transport Spotted, Texas to Require NACS, China Discounting

Hey everybody Rob Bauer here and today we've got quite a few interesting updates on the Cybertruck. We've also got news on Texas, Fremont and China and a handful of other interesting updates as well so we'll get right into it quickly looking at the stock Tesla down 3.2% today another tough day closing at $225.60 while the NASDAQ also down today 1.15%.

大家好，我是Rob Bauer。今天我们有关于Cybertruck的许多有趣的更新。我们还有关于德克萨斯、弗里蒙特和中国的新闻，以及其他一些有趣的更新，所以我们会快速地进入正题。首先看一下特斯拉的股票，今天下跌了3.2%，收盘价为225.60美元，而纳斯达克指数今天也下跌了1.15%。

Getting into the Cybertruck updates there have been a handful of car carriers that have been spotted with Cybertrucks on them in the last 24 hours. First one here posted by SA-Worren08 on Reddit. This was a Cybertruck car carrier that stopped in Arkansas at Hilton Hotel for some reason and this person went out and got quite a few shots for us thankfully. Looks like about 18 photos here so I'll kind of scroll through those as we're talking. Just hit some of the highlights. Interesting wrap on the front maybe suggesting this vehicle has been used for some crash testing or something which will reference another photo but just kind of taking a look at some of the photos. You can see a little bit of the shot of the interior, the wheel slash yolk combo that we have seen previously.

关于Cybertruck的最新消息，过去24小时内有几辆装有Cybertruck的汽车运输车辆被发现。首先是Reddit上用户SA-Worren08发布的照片。这辆Cybertruck汽车运输车在阿肯色州的希尔顿酒店停下来，原因不明，幸运的是这个人为我们拍摄了相当多的照片。这里大约有18张照片，我会在谈话过程中浏览一下。先看一些重点。前面有有趣的外覆盖物，可能暗示这辆车曾用于某种碰撞测试，我们将在另一张照片中提到，只是大致浏览一下其中一些照片。你可以看到一点内部的特写，我们之前见过的方向盘/操纵杆组合。

A little bit more on the center console that maybe a different angle than we've seen before. Kind of interesting to see the seats wrapped if this is a vehicle that's being used for crash testing or something like that. Another shot of the wheel and you can see what the dash is currently looking like. Looks like maybe Alcantara or something like that. That type of material versus the prototype obviously we saw the sort of marbleized dash or faux marbleized dash. Get a little bit of a look at the pedals, the cell phone charging area. This is then behind the vehicle. So you can see the standard sort of tow connectors there, tow hitch as well.

关于中控台的一点点更多信息，可能是一个与以前看到的不同角度。如果这辆车是用于碰撞测试或类似用途，看到座椅包裹起来是很有趣的。另一张方向盘的照片，你可以看到仪表板的当前样貌。看起来可能是仿麂皮或类似材料。与原型车相比，我们之前看到的是类似大理石纹理或仿大理石纹理的仪表板。我们可以稍微看一下踏板和手机充电区域。这是车辆后部。所以你可以看到标准的拖车连接器和拖车钩。

Kind of flip through these some shots of the suspension, the wheels. Then we can see in one of the windows there was a little note completed crash something, completed crash ready, something of that variety. So again maybe something relating to crash testing, a little bit more under the vehicle, shots of the wheels, tires, stuff that we've seen before but interesting. And again obviously there were multiple of these cyber trucks on this car carrier. I think three apiece. I'm going to see them there and then outside of the ones in Arkansas there's also one posted by William Graspin on Twitter showing a handful of cyber trucks on a car carrier in Arizona. So opposite side of Texas.

我翻了一下这些悬挂和车轮的照片。然后我们可以看到在其中一个窗户里有一张小纸条，上面写着“完成碰撞测试准备”，或者是类似的内容。所以也许与碰撞测试有关，再加上一些车辆底部的照片，车轮、轮胎等等，之前我们见过但还是挺有意思的。显然，这辆汽车运输车上有多辆电动卡车，我想是每辆三辆。我在那里看到了它们，而且除了阿肯色州之外，威廉·格拉斯宾在Twitter上还发布了一张在亚利桑那州的一辆汽车运输车上装着几辆电动卡车的照片。所以是德克萨斯州的另一边。

Apparently going eastbound which would be heading towards Texas. Click the map here we can see Arkansas obviously over here where we had on Arkansas. I don't know somewhere in this area right there. And then for Arizona of course over here and heading eastbound would be heading more towards Texas. So the Arkansas one seems to be maybe along the route. Some people were speculating maybe up to Ohio.

显然，向东行驶意味着朝着得克萨斯州前进。点击这里的地图，我们可以看到明显位于此处的阿肯色州，我们在阿肯色州某个地方，就在这个区域。然后，当然，亚利桑那州在这里，向东行驶会更接近得克萨斯州。所以，阿肯色州似乎可能沿路线，有人猜测可能一直到俄亥俄州。

I think there's a crash test center there that maybe these vehicles could be en route to from Texas. And then I don't know maybe these are coming maybe these are test vehicles from from the Fremont area that are then making their way over to Texas for some reason. But interesting that just kind of all in Spain of one day we're now starting to see a few car carriers that have had cyber trucks on them. A couple others were spotted that maybe are related to the Sarkinsaw one that were en route or that were kind of in transport along the same road as well. So interesting to see this exciting to see this hopefully you know we started to see more of these with with these cyber trucks moving around. I definitely think is a good sign and just kind of gives us a sense for how many now that Tesla has produced in total.

我认为那里可能有一个碰撞测试中心，这些车辆可能是从得克萨斯前往那里的途中。然后，我不知道，也许这些是来自弗里蒙特地区的测试车辆，正在以某种原因前往得克萨斯。但有趣的是，在一天之内，我们现在开始看到一些汽车运输车上装载着Cybertruck。还有几辆其他的车辆也被看到，可能与Sarkinsaw的有关，正在途中或者在同一条路上运输。所以看到这一切真是有趣，也令人兴奋，希望能看到更多这样的Cybertruck行驶。我确信这是一个好兆头，并且让我们对特斯拉总共生产了多少Cybertruck有了一个概念。

Now other update on the cyber truck Joe tagmire in his drone fiber videos of Texas either yesterday or today saw the cyber truck out and about driving around and kind of a cool little capture here of the cyber truck doing a U turn which we'll see in a second. This is sped up a little bit. So just keep that in mind. But you can see the tight turning radius that the cyber truck has got here which is pretty fun to see that type of a turn demonstrated. So obviously benefiting from the four wheel steering with that tight turn radius. So cool to see that. Cool to see that.

现在另一个有关Cybertruck的更新是Joe Tagmire在他的无人机视频中，昨天或今天看到了Cybertruck在德克萨斯州四处行驶，并且还拍摄到了一个很酷的Cybertruck做U形转弯的片段，我们一会儿就可以看到。视频速度有点加快，所以请记住。但你可以看到Cybertruck拥有紧凑的转弯半径，看到这种转弯方式真的很有趣。很明显，Cybertruck因为四轮转向而受益，能实现那样紧凑的转弯半径。所以看到那真的很酷，很有意思。

I'm glad Joe was able to capture that on the cyber truck as well. All right. Sticking in Texas we do have an update from Texas relating to one of the topics we talked about yesterday the nevy funding and this is Texas has now approved their plan which we had previously talked about to require NACS charging to be included on a proposed locations, proposed projects for federal funding from the nevy you know five billion dollar cut out from the infrastructure a lot.

我很高兴乔也能在Cyber Truck上记录下来。好的。谈到德克萨斯，我们有一个与昨天讨论过的Navy资金相关的更新。现在，德克萨斯已经批准了他们之前提到的计划，要求在申请Navy的联邦资金时，包括NACS充电站在提议的位置和项目中，该资金来源为来自基础设施经费500亿美元中的拨款。

So to get those funds for Texas they'll have to have NACS connectors which was previously proposed but now approved Texas is the biggest recipient of the five billion dollars that this will amount to over the next five years and this is going it's going to be about four hundred and eight million dollars or so over the next five years for Texas. So like we had talked about yesterday with Pennsylvania and with Maine that was about you know 24 different projects in total maybe a total of you know three to four million dollars for Tesla but with Texas this is going to be most likely even bigger and even for the projects that then don't have Tesla or that Tesla doesn't win they'll have to have the NACS connector which will be I think really exciting for Texas and should go a long way in terms of future proofing this as we see the sort of charging war between NACS and CCS play out over the next few years.

因此，为了获得那些用于德克萨斯州的资金，他们将需要使用之前提议但现在获得批准的NACS连接器。在未来五年内，这将使德克萨斯州成为这五十亿美元计划中最大的受益者，其中约有4.08亿美元将用于德克萨斯州。就像我们昨天讨论的宾夕法尼亚州和缅因州的情况一样，总计大约有24个不同的项目，可能为特斯拉带来三到四百万美元的资金，但对于德克萨斯州来说，这很可能会更大，即使对于特斯拉没有中标或没有参与的项目，他们仍然需要使用NACS连接器，这对于德克萨斯州来说应该非常令人兴奋，并且对于在未来几年内看到NACS和CCS充电标准之间的竞争激烈程度，这将成为一种实用的未来验证方法。

So Texas by requiring this I think much more forward thinking in future proofing than the states that don't do this. So Washington has talked about doing this we'll see if that happens Kentucky has already mandated it Florida says that they're going to do it but only in the following year after the SAC SAE is done reviewing it so some trends starting for states which can layer on additional rules and requirements on the federal funding. So we're going to see that and that was unanimously approved on today by Texas on today. Unanimously approved today by Texas so we're going to see that.

德克萨斯州要求这项措施，我认为比不采取这种措施的州更具有前瞻性，能够为未来做好准备。所以华盛顿州也谈论过采取这项措施，我们将看看是否会实现。肯塔基州已经要求采取这项措施，佛罗里达州表示他们也会采取，但只会在南方农业经济研究服务处（SAC SAE）审查结束后的第二年实施，所以有一些趋势正在各州开始形成，这些趋势可以在联邦资金上增加额外的规定和要求。因此，我们将会看到这一点。德克萨斯州今天全体一致通过了这项措施，所以我们将会看到这一点。

Alright moving on to a couple of updates from China Tesla has started to discount inventory Model S and Model X vehicles from anywhere between 50 to 70,000 RMB so that's about $9,500 on the high end of the range. You can go into the inventory page on the China website and see the price adjustments for each vehicle as I hover over here you can see that for these couple happens to be the higher end at that 70,000 RMB.

好的，现在让我们来谈谈中国的几个更新。特斯拉已经开始对库存的Model S和Model X车型进行折扣，折扣幅度在5万到7万元人民币之间，大约合9500美元（在价格范围的高端）。你可以进入中国官方网站的库存页面，查看每个车型的价格调整。当我在此悬停时，你可以看到这几辆车型恰好是高端车型，折扣幅度为7万元人民币。

So like we talked about we've seen the introduction lower pricing for the S and the X with the standard range in the United States now Tesla adding some lower pricing or incentives in China as well. And then also out of China we talked yesterday a little bit about or mentioned yesterday that there continue to be highland rumors. Some more of those today Model 3 Highland reported to be available within 15 days. Some stores quietly taking reservations for highland. I don't know how much stock to put in these so we're not going to go in super in detail because again some of these have started to conflict a bit so it's really tough to know exactly what that you know. What exactly from these reports that's coming through is true. So again we'll continue to keep an eye on it sounds like there's maybe some action so hopefully that gets clarified over the next couple of weeks.

所以，正如我们谈论过的，特斯拉已经在美国推出了标准里程Model S和Model X的更低定价，并在中国增加了一些更低的定价或激励措施。而且，我们昨天也提到了一些有关中国的高地传言。今天有更多的传言称Model 3高地将在15天内可供购买，一些店铺正在悄悄接受高地的预订。我不知道这些传言有多可信，所以我们不会过于详细地讨论，因为其中一些信息已经开始相互矛盾，很难确定到底是什么。因此，我们将继续关注，听说可能会有些动作，希望在接下来的几周内能够得到澄清。

And then over to Fremont, met God in the wilderness with his drone flivers there has spotted looks like Tesla doing some pouring of concrete speculation that this could be for an additional casting machine. Obviously they need very secure foundation there for those machines which speculation is that this could be. So we'll keep an eye on that hopefully whole or this person will go out there and continue to monitor the progress and share that as well. Alright quick update from Elon on FSD. If you've been following Elon on Twitter and his actions in regard to the potential of Mark Zuckerberg fight. You may have seen earlier this week he had talked about doing a live stream with the latest version of FSD over to Zuck's house and trying to fight in the octagon that he apparently has in his backyard but Zuck was not in town allegedly so. Whole story with that but anyway that live stream of the newest version of FSD did not ever happen. Tesla economics on Twitter asking about that and Elon saying that that would be next week that that live stream would happen so something to keep an eye out for. Obviously we've seen teasers like that before that haven't come to fruition so not holding my breath on that but definitely would be exciting if we do see that sort of a test live stream of FSD version 12 which would of course would be more fully end to end neural networks.

然后过到弗里蒙特，与他的无人机飞行器在那里发现了上帝在荒野中的痕迹，看起来特斯拉正在进行一些混凝土浇筑的工作，有传言说可能是为了额外的铸造机器。显然，他们需要在那里建立非常安全的基础来支撑那些机器，据猜测可能是用来做这个的。所以我们会继续关注这一点，希望整个或者这个人能够继续去那里监测进展并分享出来。好，埃隆关于全自动驾驶（FSD）的最新消息。如果你一直关注埃隆在Twitter上的动态，以及他对与马克·扎克伯格交战的可能性的表态，你可能会在本周早些时候看到他提到要用FSD的最新版本在扎克伯格家里进行一次直播，并试图在他据称在后院拥有的八角笼中进行斗争。但据说扎克伯格当时不在城里。关于这个故事有很多传闻，但是无论如何这个关于最新版FSD的直播并没有发生。特斯拉经济学在Twitter上询问了这个问题，埃隆回复说，这将在下周进行，所以值得注意。显然我们之前见过类似的预告但没有兑现，所以我对此并不抱太大期望，但如果我们真的能看到这种对FSD版本12的测试直播，那肯定会很令人兴奋，因为那将意味着更加完整的神经网络应用到了全程自动驾驶中。

Alright next we've got an update on New York City. They have made a proposal that would require all rideshare vehicles so taxis, limousines, things of that nature to be in the sorry I just got a little distracted there. All these vehicles to be emissions free by 2030 with a small carve out for wheelchair accessible vehicles by 2030 so either emission free or wheelchair accessible. So this is just a proposal right now. This would represent about 4% of total emissions in New York City so it's pretty significant chunk if this were to happen.

好的，接下来我们有纽约市的最新消息。他们提出了一个建议，要求所有的共乘车辆，包括出租车、豪华轿车等等，到2030年之前全部实现零排放，而对于轮椅可进入的车辆，则有一个小的特例。所以到2030年要么是零排放，要么是轮椅可进入。目前这只是一个提议。如果真的实施，这将占到纽约市总排放量的约4％，所以这是一个相当重要的部分。

Of course hopefully that sort of naturally happens over time anyway but the exciting part of it is that this does happen in phases so in the current proposal they would for example require 5% of this total fleet of vehicles to be compliant you know be emissions free or wheelchair accessible by 2024 then 2025 15% so on and so forth up to 100% in 2030. So it'll be interesting to follow that proposal see if this does go through. There's going to be a public hearing on this on September 20th so probably a while before we see if this does actually go into effect.

当然，希望这种情况会自然而然地发生，但令人兴奋的是，这是分阶段发生的。在目前的提案中，例如，到2024年，要求这一车队总量的5%达到符合排放标准或轮椅无障碍要求，然后到2025年逐步提高至15%，以此类推，直到2030年全面达到100%。因此，关注这个提案的进展将会很有趣，看看是否能够实施。将于9月20日举行公听会，所以在这个提案是否真正生效前可能还需要一段时间。

Alright the next couple of things just quick update on Tesla and SpaceX and their efforts to help out obviously the pretty devastating situation in Maui in Hawaii so we haven't talked too much about that on or at all about that on the podcast but I'm sure people are aware of what's been going on there. Elon posting today that Tesla and SpaceX slash Starlink doing their best to be helpful. So definitely really glad to see that. A little bit more information from Starlink as well. They've already provided 650 kits to 40 plus more than 40 organizations at Maui to you know help with with this because communication networks there obviously have been impacted by those fires as well so definitely glad to see that and hopefully that helps with those recovery efforts significantly. And then also relating to SpaceX we're getting close getting closer to a Starship launch on the you know second orbital flight test. So really exciting we'll keep an eye on this but the US Coast Guard has issued a local notice that there could be a rocket launch as early as or no earlier than August 31st. Generally this is a date that is going to get pushed back so this is probably the earliest that this could happen. I think the SpaceX also filed their mishap report with the FAA which is also another positive step towards a potential second launch. So some action happening here this again it's a no earlier than date so it's probably going to get you know get pushed back but we are definitely getting closer to that second attempt which is extremely exciting. So we'll keep an eye out for any updates on that.

好的，下面我们来简单更新一下特斯拉和SpaceX在夏威夷的毛伊岛所做的努力，以帮助那里的人们度过这场灾难性的局面。我们在播客中并没有过多讨论此事，但我相信大家对于那里的情况都有所了解。埃隆今天发文表示，特斯拉、SpaceX以及Starlink正在尽力提供帮助，这让人非常高兴。Starlink也提供了更多信息：他们已经向毛伊岛的40多个组织提供了650套设备，以帮助恢复通信网络，因为那些火灾显然对网络产生了影响，所以这确实令人欣慰，希望这将对恢复工作产生重要影响。此外，就SpaceX而言，他们即将进行第二次轨道飞行测试，这真是令人激动。我们将密切关注此事，美国海岸警卫队已发出一份当地通知，称最早可能在8月31日进行火箭发射，但通常情况下这个日期会被推迟，所以这可能是最早发射的日期。我认为SpaceX已向美国联邦航空局提交了失误报告，这也是迈向第二次发射的一个积极步骤。事情正在发生，虽然这只是一个不早于的日期，但我们确实越来越接近第二次尝试，这令人非常兴奋。所以我们将密切关注任何更新消息。

Perhaps less exciting but still exciting. Tesla's added some new merchandise to the Tesla shop the ludicrously cozy throw. This is a roughly 6x4 foot blanket. The Tesla's added I think they added one of these during the holiday season as well. But another new item up there in the Tesla shop for those that are interested.

或许不那么令人激动，但仍然令人激动。特斯拉在特斯拉商店中推出了一些新商品，其中包括非常舒适的毯子。这是一条大约6x4英尺大小的毛毯。我记得在假日季节期间他们也推出了其中一款。但对于那些有兴趣的人来说，特斯拉商店中还有其他一些新商品。

And then the last couple of things CATL today had the announcement that we had talked about either late last week or earlier this week that we knew was coming. And this was their introduction of a new lithium iron phosphate battery which they sort of headlined saying that it could charge up to 400 kilometers or 248 miles in 10 minutes. The statistics there is really a 20 to 80% state of charge. Obviously as most of us should know the exact miles that that you know equates to is going to depend on the vehicle. So for a vehicle like the Cybercharker Model X that's going to be fewer for a vehicle like the Model 3. This would obviously be more so CATL probably picking obviously the best case scenario in this headline number. So they do say the mass production of this battery is expected by the end of the year with EVs first hitting the market in the first quarter of 2024. So what that means for Tesla obviously we don't know but could be some updates to Tesla's LFP batteries that they are sourcing from CATL.

然后，今天CATL宣布了我们上周末或本周早些时候已经讨论过的新闻。他们推出了一款新的磷酸铁锂电池，声称在10分钟内可以充电至400公里或248英里。这里的统计数据指的是电池充电状态从20%增加到80%。显然，我们中的大多数人都应该知道具体的里程将取决于车辆。对于像Cybercharker Model X这样的车辆，里程会更少，而对于像Model 3这样的车辆，里程则会更多。所以CATL很可能在这个标题数字中挑选的是最佳情况。他们表示，预计到今年年底将开始大规模生产这种电池，第一批电动车将在2024年第一季度上市。那对特斯拉来说意味着什么，我们现在还不知道，但可能会有一些关于特斯拉从CATL采购的LFP电池的更新。

And then lastly the Jaguar I-PACE once hailed as a Tesla killer of course is being discontinued. It's going to retire in 2025 or at least by 2025 with Jaguar preferring to start with the clean slate with their sort of next generation or next lineup of EVs. So just retiring and discontinuing the I-PACE at that point. So obviously by the end of it it's going to probably be a very significant money losing product for Jaguar but you know if that can help them with their next generation and they can learn lessons from that hopefully they will. Then you know it's a stepping stone albeit an expensive one.

然后最后，被誉为特斯拉杀手的捷豹I-PACE当然会被停产。它将在2025年退市，或者至少在2025年之前，捷豹更倾向于以全新的方式开始他们的下一代或下一款电动车系列。所以在那个时候，I-PACE将会退役和停产。很明显，到最后，它可能会对捷豹来说是一个非常显著的亏损产品，但如果这能帮助他们迈向下一代并从中吸取教训，希望他们能做到。尽管这是一个昂贵的过渡产品，但它是一个跳板。

Alright that'll wrap it up for today then as always thank you for listening make sure you're subscribed and signed up for notifications you can also find me on X at Tesla podcast and we'll see you tomorrow for the Thursday August 17th episode of Tesla Daily. Thank you.

好的，今天的节目就到这里，感谢大家一如既往的收听，请确保您已经订阅并开启了通知功能，您还可以在X平台上找到我，听我制作的特斯拉播客。明天我们将与您见面，为您带来8月17日周四的特斯拉每日节目。谢谢大家。