UAW to Target Tesla Again / Tesla's New Factory Proposal / Blended Tesla Margins ⚡️

Tesla continues to keep prices lower and that continues to keep the big three in the red and I suspect It's going to be two plus years could be even longer Before the big three starts to see some profitability in electric and I continue to believe that ultimately that some of these car companies that we have been Kind of the cornerstone of how we've thought about cars the last hundred years will be a fraction of their size in the future Which ones are at most risk hard to say but I think that what's going on with the cost of labor is an important dynamic about that transition to EV and Dynamic that has going to only increase in Tesla's favor in the weeks to come.

特斯拉继续保持低价，这使得三大传统汽车制造商继续亏损，我认为在两年甚至更长时间内，这种情况可能不会改变。我坚信，最终，过去一百年我们一直认为是汽车行业支柱的一些车企，在未来会变得规模微小。哪些企业最受风险影响很难说，但我认为劳动力成本的变化对电动汽车的转型至关重要，这种动态将会进一步有利于特斯拉在未来几周的发展。

Welcome to electrified It's your host Dylan Lumis quick shout out to my newest patrons Randolph B and Tim D Thank you for choosing to support the channel earlier this year We saw Tesla begin to hire for eight-ass drivers up in Canada But a few months later it seems like Tesla is set to expand that program now They're hiring positions for supervisor these new roles will continue to be hands-on They'll continue to drive and run the test But they'll also broaden their scope and start to focus on things like recruitment and training for new positions on the Tesla careers page They're currently nine eight-ass jobs open in Canada.

欢迎来到Electrified，我是主持人Dylan Lumis。首先要向我的最新赞助者Randolph B和Tim D表示感谢。感谢你们今年早些时候选择支持这个频道。我们看到特斯拉开始在加拿大招聘自动驾驶工程师，但是几个月后，特斯拉似乎打算扩大这个计划，并开始招聘主管职位。这些新角色将继续亲自参与驾驶和测试工作，但是也会扩大任务范围，开始关注招聘和培训新岗位的事务。在特斯拉的招聘页面上，目前有9个自动驾驶工程师的职位空缺。

Just a quick check in for the Tesla semi and the run on last event We're at day 11 of 18 But if we take a look at yesterday day number 10 and Tesla's truck number three You'll see it did eight hundred and twenty one miles in one day with three deliveries as you would imagine There were two charging sessions for this day And it's not like they're just letting this truck roll down a hill somewhere The regenerative braking is relatively a small percentage of the overall energy in seven more days until we start to get some feedback From the event and a lot more insight into the tests that we're taking place.

只是来快速检查一下特斯拉卡车和上一次事件的情况。我们已经进行了18天中的第11天。但是如果我们看一下昨天的第10天和特斯拉的第三辆卡车，你会发现它在一天之内行驶了821英里，进行了三次交付，正如你所想象的那样，这一天进行了两次充电。并不是说他们只是让这辆卡车在某个山脚下滚动。再生制动所消耗的能量只占总能量的一小部分。再过七天，我们开始得到一些事件的反馈，并对测试有更多了解。

Our price target is two thousand dollars and that's a 2027 price target So we think it has miles to go it has it has just started And we do believe it's the biggest AI opportunity in the world today the Autonomous taxi platform Opportunity is going to be a winner to take most opportunity. So the first company that gets People from point A to point B the fastest and the safest is Probably going to be the biggest winner in the space in the United States. We believe Tesla's in the pole position and what's so interesting about autonomous taxi platform is the margin structure the margin structure is Compared to EVs which are in the 20 to 30 gross profit margin range The profit margin of autonomous taxi platforms are SaaS like software as a service like so 80 plus so we believe that Tesla will have a blended margin in The next five to ten years in the 50 to 60 perhaps higher range again This is an the biggest AI project in the world right now and we think it's Incredibly undervalued just so you guys know I am going to steal that blended margin term So if you hear me refer to that in the future, that's exactly what I'm talking about 50 to 60 percent range doesn't sound too bad.

我们的价格目标是2000美元，这是一个2027年的价格目标。所以我们认为它还有很长的路要走，它刚刚开始。我们确信这是当今世界上最大的人工智能机会，自动驾驶出租车平台将成为最有机会取得成功的项目。因此，第一个把人们从A点运送到B点最快、最安全的公司，可能会成为美国市场上最大的赢家。我们相信特斯拉处于领先地位，而关于自动驾驶出租车平台的利润结构非常有趣。与电动车的20%到30%的毛利润率相比，自动驾驶出租车平台的利润率类似于软件即服务(SaaS)，可以达到80%以上。因此，我们相信特斯拉在未来五到十年内的总体利润率将在50%到60%的范围内，甚至更高。这是目前世界上最大的人工智能项目，我们认为它被严重低估。只是让你们知道，我要抄袭“总体利润率”这个词语。所以如果你们听到我以后提到它，就是我在谈论这个50%到60%的范围，听起来还不错吧。

Yesterday GM I told a plant in Kansas and laid off almost all of the about 2,000 people working there they said there's no work available for most of the people at the Fairfax Assembly Plant Because workers at another GM facility went on strike and the company said they cannot provide supplemental unemployment Benefits due to the circumstances of the situation and still into said it's laying off 68 workers in Ohio and another 300 in Indiana could soon follow. I'll be honest I really don't know what this is but I felt like I wanted to pass it along at the very least because that's certainly not a Chevy Bolt sitting under that wrap.

昨天，通用汽车(GM)裁员了堪萨斯的一个工厂，几乎所有工作在那里的2,000名员工失业了。他们表示，费尔法克斯装配厂的大部分人无法找到工作，因为另一个通用汽车设施的工人举行了罢工，公司表示由于情况特殊他们无法提供补充失业救济金。同时，他们还表示将会裁员68名俄亥俄州的员工，并可能在不久的将来裁员另外300名印第安纳州的员工。老实说，我真的不知道这是什么，但至少我觉得我应该将这个消息传出去，因为那明显不是一辆 Chevrolet Bolt 被包起来了。

This next brief video gives us a great Indication of the scale of Tesla's v4 supercharger. It is 10 years since Tesla introduced the first supercharger in Europe And this was it The V1 it had a current output of 100 kilowatts then we had the V2 here it is with an output of 150 kilowatts most of us are now familiar with the V3 which can do 250 kilowatts and now they're steadily rolling out The V4 which can do 250 kilowatts, but it's been future proof So can do probably way more though Tesla won't say. Vessy is actually similar to Tesla in some ways namely they let their products speak for themselves and they're continually Innovating and releasing new products.

这个简短的视频给我们展示了特斯拉v4超级充电器的规模，这是一个很好的指示。距离特斯拉在欧洲推出第一个超级充电器已经有10年了，这就是v1，它的电流输出为100千瓦。然后是v2，电流输出为150千瓦，我们大多数人现在对v3已经很熟悉了，它可以提供250千瓦的输出。现在他们正在逐步推出v4，它可以提供250千瓦的输出，但它已经足够未来使用，所以可能可以做更多，尽管特斯拉不会透露。Vessy在某些方面实际上与特斯拉相似，他们通过产品本身来说明，并不断创新和推出新产品。

So shout out to Vessy the sponsor of this video. It's time to show you their latest creation, the Soho. If you're new, here's the scoop on Vessy: 100% waterproof shoes, incredibly comfortable and lightweight using diamond text material. That's breathable yet maintains waterproof properties. They're 100% vegan, no animal products used. The soles are grippy, making for great all-purpose shoes, and their manufacturing process is focused on reducing its carbon footprint. So Elon would be proud. The new Soho design has non-marking outsoles, so if you're one of those people, like my wife, that wears shoes indoors at times, they won't mark up your floors. They're easy to put on and take off, and I find myself reaching for these anytime I'm going out to run errands. The insoles are removable if you have your own orthotics, and they have waxed finish laces, which in my opinion ups the aesthetic factor.

向本视频的赞助商Vessy表示感谢。现在是时候向您展示他们的最新作品——Soho了。如果您是新来的，这是有关Vessy的一些重要信息：百分百防水鞋，采用钻石纹理材料制成，非常舒适轻便。它除了透气外还保持防水性能。这些鞋子百分之百纯素食，没有使用任何动物产品。鞋底有很好的抓地力，非常适合多种用途，而且它们的制造过程专注于减少碳足迹。所以埃隆肯定会骄傲的。新的Soho设计具有不留痕迹的鞋底，所以如果您是那些有时在室内穿鞋的人，就像我的妻子一样，这些鞋子不会在您的地板上留下印记。穿脱方便，每次我出去办事情时都会选择它们。鞋垫可以拆卸，如果您有自己的矫形鞋垫。鞋带表面带有蜡质处理，我认为这增加了美观度。

Checking out sponsors is one of the best ways to support creators, and with the holidays coming up, maybe you can grab some for your family as well. You can check out all of the Vessy styles at Vessy.com/Electrified and use my code ELECTRIFIED for 15% off your order.

浏览赞助商是支持创作者的最好方式之一，而且假期即将到来，也许您可以为您的家人购买一些。您可以在Vessy.com/Electrified上浏览所有Vessy款式，并使用我的代码ELECTRIFIED享受全单85折。

Enjoy!

尽情享受吧！

On X Bojan said, when your neural net finishes training on an H100 cluster after a week and all you get is tens of gigs worth of NANs. NAN stands for not a number, which is essentially just an undefined value in layman's terms. It's when it tries to do a math problem, but there's something wrong with the data or the model itself. Basically, math problems that don't work or can't be solved.

在X公司，Bojan说，当你的神经网络在H100集群上经过一周的训练之后，你只能得到数十GB的无效数据。NAN是Not A Number的缩写，从外行的角度来说，它实质上就是一个未定义的值。当神经网络尝试做数学问题时，如果数据或模型本身存在问题，就会出现NAN。基本上就是不能工作或无法解决的数学问题。

To which Elon said, bringing up a large training cluster of H100s is currently extremely difficult. Same was true of A100s when they first came out, but now they run smoothly. Just a good reminder. I think a lot of people on the outside think, alright, Tesla goes and buys some chips and plugs them in, and then everything is off to the races, we're training up and running. I'm certainly not an expert, but I can tell you that is absolutely not how it works.

埃隆回答说，目前很难搭建一个大型的H100训练集群。当A100首次推出时也是如此，但现在它们运行得很顺利。这是一个良好的提醒。我觉得很多外界的人认为，特斯拉只需要购买一些芯片插入，然后一切都会很顺利，我们就可以进行训练和运行了。虽然我不是专家，但我可以告诉你，事实绝对不是这样的。

This new cyber truck wrap was recently spotted in the Bay Area on the 237. So, I guess let the debates on if Tesla is going to offer custom wraps in-house for the cyber truck, and sue Jaguar is finally on board, struck a deal with Tesla to adopt the next, just like everyone else. They're throwing out that 12,000 supercharger number. So again, it's not all of Tesla's superchargers. The next generation of Jaguar's EVs launching in 2025 will incorporate the next connector without the need for an adapter in the USA, Canada, and Mexico. When it comes to JAG's current IPACE EV, they'll supply adapters from Tesla once they're available. The Jaguar in-house battery and power electronics tech has been designed to optimize charging rates on both V3 and V4 superchargers. So here's the updated list, and you would imagine that Land Rover will quickly follow suit.

这辆新的Cyber Truck外包装最近在237号湾区被发现。所以，我猜特斯拉是否将为Cyber Truck提供定制的包装并与捷豹达成协议，最终在让步方面取得一致，就像其他人一样。他们提到了12000个Supercharger的数字。所以再说一次，这并不是特斯拉所有的Supercharger。捷豹2025年推出的下一代电动汽车将在美国、加拿大和墨西哥采用下一代连接器，无需适配器。至于捷豹现在的IPACE EV，他们将在特斯拉的适配器上市后供应。捷豹的内部电池和电源电子技术已经被设计用于优化V3和V4 Supercharger的充电速度。所以这是最新的名单，你可以想象路虎会很快效仿。

This anti-Elon piece from The Guardian came out today. I just want to use it real quick to set the stage for this segment. As you can see very clearly, this is certainly a negatively biased article. To save you the time, it goes on to argue that the UAW needs to target Tesla next to unionize Tesla, so they have a larger base of auto employees. And they talk about how Elon and Tesla are essentially undermining everything the UAW is fighting for. I don't think I need to get into it, but this narrative that Tesla is out here paying slave-like wages to its workers is just ridiculous. There's a reason they get three million applications every year for new folks to work there. There's a reason Tesla has most likely minted more worker millionaires than any other auto company over the past five years, perhaps even combined. I think most of us here know that story well, and comments like this are certainly up for debate.

这篇《卫报》上刊登的反埃隆观点是今天才发布的。我只想用它快速铺垫一下本节目的背景。显而易见，这篇文章明显具有负面偏见。为了节省你的时间，文章主张UAW应该将下一个工会目标定为特斯拉，以便其拥有更大的汽车员工基础。他们谈论了埃隆和特斯拉实际上在破坏UAW为之奋斗的一切。我不认为有必要深入讨论，但是宣称特斯拉向工人支付类似奴隶的工资的说法实在荒谬。他们每年会收到三百万份新员工的申请，这是有原因的。特斯拉在过去五年可能创造了更多的员工百万富翁，甚至可能超过其他任何汽车公司。我认为我们这里的大部分人都对这个故事很了解，这样的评论当然可以有争议。

However, today for the first time, we have The New York Times reporting that the UAW, which failed to organize Tesla's factory workers in the past, is gearing up for another attempt, according to a top union official. There's a group of Tesla workers who are actively talking about forming a union and creating the best representation they can for themselves and their co-workers through collective bargaining. This coming from Mike Miller, the director of the UAW's region 6, which includes California and Nevada. He declined to provide more details or identify these Tesla workers, saying they needed time to prepare before going public. He did say this union organizing effort is separate from a campaign at a Buffalo plant where Tesla makes EV chargers and employs data entry employees. You may recall, back around 2016, workers at Tesla's Fremont plant started to try to get momentum for a union vote, but it never made it that far.

然而，今天第一次，我们有《纽约时报》报道称，美国联合汽车工人工会（UAW），过去未能组织特斯拉的工厂工人，据一位高级工会官员称，他们正在准备另一次尝试。有一群特斯拉的工人正在积极讨论成立一个工会，并通过集体谈判为自己和同事们争取最好的代表资格。这是美国联合汽车工人工会第6区的主任迈克·米勒（Mike Miller）的话，该地区包括加利福尼亚和内华达。他拒绝提供更多细节或确认这些特斯拉的工人身份，并表示他们需要时间准备好后再公开。他还表示，这次工会组织努力与特斯拉在水牛城工厂开展的一项活动无关，该工厂制造电动汽车充电器并雇佣数据录入员工。你可能还记得，大约在2016年，特斯拉弗里蒙特工厂的工人开始试图为工会投票争取动力，但没有进展那么远。

A refresher for the threshold, activists must get at least 30% of workers to sign union cards and force a vote overseen by the National Labor Relations Board. But as we know, even if they get the votes to actually get higher wages and increased benefits, it can often take years of negotiations, as we just saw with Amazon.

对于门槛而言，活动人士必须让至少30%的工人签署工会卡，并强制由全国劳工关系委员会监督进行投票。但正如我们所了解的，即使他们成功获取到投票所需的票数来获得更高的工资和增加的福利，谈判过程通常需要数年时间，就像我们刚刚目睹的亚马逊案例。

Ford has said it's hourly employees make an average of a hundred and twelve thousand dollars per year including benefits compared to about 90 thousand dollars at Tesla the Ford figures do not include stock options that Tesla grants employees and just to be clear This 90 thousand dollar figure is really just another way of saying that $45 per hour figure that's been thrown around the past week or so which presumably would also not include Tesla stock options

福特表示，其每小时雇员全年平均收入为11.2万美元，包括福利待遇，而特斯拉的平均收入约为9万美元。福特的数据不包括特斯拉发放给员工的股票期权。再明确一下，这9万美元的数字实际上就是过去一周左右频繁提到的每小时45美元，这个数字也很可能不包括特斯拉的股票期权。

Ultimately, I'm working with as limited of information as you are And I'm sure there's a small cohort of workers at Tesla that may want to try again to unionize because the truth is If you're gonna try to do it now is 100% the time at least sometime soon But this really does seem to be the moment for the auto labor industry for the next five to ten years

最终，和你一样，我所了解的信息也非常有限。我相信特斯拉中会有一小部分员工可能想重新尝试组建工会，因为事实是，如果你打算这样做，现在确实是百分之百的时机，或者至少是在不久的将来。但这似乎真的是未来五到十年汽车劳工行业的时刻。

With that said though given everything that we know the scale and size of Tesla the success of Tesla How a union could slow down what Tesla does with its agile manufacturing still seems pretty unlikely that Tesla ever actually becomes unionized But that doesn't mean they're not going to try again

尽管如上所述，考虑到我们所知道的一切，特斯拉的规模和规模以及特斯拉的成功，工会如何减缓特斯拉在敏捷制造方面所做的事情似乎还是不太可能的，特斯拉真正实现工会结合。但这并不意味着他们不会再次尝试。

We're not diving into the entire history But just a quick reminder Elon said March of last year the real challenge in the Bay Area was negative Unemployment if they don't treat and compensate their people well They have many other offers and will just leave Tesla I'd like to hereby invite you a w to hold a union vote at their convenience Tesla will do nothing to stop them previously We mentioned how Tesla had started showing off their autopilot cameras and their FSD computer at showrooms as Zach has highlighted on X Now they're doing the same thing with a plaid drive unit and the heat pump this one in century city Los Angeles

我们不打算深入探讨整个历史，只是简单提醒一下，埃隆在去年三月表示，湾区真正的挑战是负面的失业率。如果他们不善待和报酬他们的员工，他们会有很多其他的工作选择，然后就会离开特斯拉。我在此邀请你方随时方便进行工会投票。特斯拉不会采取任何行动阻止他们。之前我们提到特斯拉开始在展厅展示他们的自动驾驶摄像头和全自动驾驶计算机，正如扎克在X上强调的那样。现在他们也在洛杉矶世纪城展示高性能驱动装置和热泵。

Far as I'd shared this study from the Washington Post that said 19% of Americans prefer to own a fully electric vehicle and 46% still preferred on a gas powered vehicle regardless of how much it costs honestly though if talking to my circle is any Indication this 46% they don't know what they want They've just never been in an electric vehicle and don't know anything about it

就我所分享的这篇来自《华盛顿邮报》的研究，报告显示19%的美国人更倾向于拥有一辆纯电动车，而46%的人则无论价格如何仍然更偏向于燃油车。但是，老实说，如果以我所接触的人为例，这46%的人并不知道自己想要什么。他们从未体验过电动车，对它一点了解都没有。

and I think what far as I did is He just took this number that there's 84.2 million families in the United States Assumed each household had two cars taking that number to roughly a hundred and sixty million Multiplying by the 19% of that cohort that would want a fully electric vehicle to get that 30.4 million number for the EV TAM in the United States now the counter to that point is Obviously all of those families don't need to buy a new EV this year, but that's the math where it comes from so knowing that he said per Experian there's about 1.7 million electric vehicles in the US now

我认为，就我所了解的情况来说，他只是采用了一个数据，即美国有8,420万个家庭，假设每个家庭拥有两辆汽车，这使得总数约为1.6亿。然后以该群体中19%的人想购买一辆全电动汽车来计算，得出美国全电动汽车的市场容量为约3,040万辆。现在的问题是，显然并不能预期所有这些家庭都会在今年购买新的全电动汽车，但这是计算的来源。另外，根据Experian的数据，美国现有约170万电动汽车。

So given this current demand from this study that 19% the fleet could 18x from today But the main reason I'm sharing all of this is because Elon chimed in saying again Affordability is the top issue by far so again Tesla and the team have all of the data They see the real-time live daily demand what people are saying they have all of it

因此，根据这项研究显示的当前需求，舰队规模有可能从今天的18倍增长。但我之所以分享所有这些，是因为埃隆再次表示可负担性是迄今为止最重要的问题。所以，特斯拉和团队拥有所有的数据，他们了解实时的、每日的需求以及人们的意见，他们了解所有这一切。

I just want to drive this point home for the entire Tesla community anytime we see new headlines about Tesla price cuts or incentives Just remember it's a great thing for the long-term adoption as it's the top issue by far It's counterintuitive because everybody focuses on the margins right now But as a long-term Tesla investor price cuts are a thing to be celebrated one it supports Tesla's mission and two It grows the base in preparation for autonomy.

我只是想在特斯拉社区中反复强调这一点，每当我们看到有关特斯拉降价或激励措施的新闻标题时。请记住，这对于长期采纳来说是一件好事，因为这绝对是最重要的问题。尽管现在每个人都关注利润率，但这是违反直觉的。但作为一名长期投资特斯拉的人来说，降价是一个值得庆祝的事情。一，它支持特斯拉的使命；二，它扩大了基础，为自主驾驶做准备。

However, what James said is also true Awareness is high on the list a lot of people who can afford to buy a Tesla don't know It's the best value for their money. This is absolutely true Both of these can be true at the same time

然而，詹姆斯说的也是正确的。许多能够负担得起特斯拉的人并不知道它是物超所值的。这完全是真实的。这两种观点可以同时成立。

According to the European Auto Manufacturers Association They just said battery electric vehicles accountants for a record 21% of all new car registrations in the EU in August This is the first time the B.E.V. share has exceeded 20% Tesla's Model Y has ranked as Europe's best-selling EV for the eighth month in a row in June followed by its Model 3 June sales of the Model Y were more than triple that of VW's ID for not only that but the Model Y is the best-selling new car in Europe through the first eight months of the year 151.1,000 units have been sold in Europe January through August putting the Model Y ahead of the dossier Sondero with a hundred and forty eight thousand units and the VW T-Rock in third with a hundred and thirty eight point three thousand

根据欧洲汽车制造商协会的数据，他们指出充电电池汽车（B.E.V.）在八月份占欧盟新车登记量的21％，创下了创纪录的纪录。这是充电电池汽车份额首次超过20％。特斯拉的Model Y连续八个月成为欧洲最畅销的电动车，在六月份紧随其后的是Model 3。Model Y在六月份的销量是大众ID的三倍以上，不仅如此，Model Y还成为全年头八个月中欧洲销量最佳的新车，其累计销量从一月到八月达到了151.1万辆，超过了雪佛兰索纳再婴儿（148万辆）和大众T-Rock（138.3万辆）。

Let me remind you that the Model Y has an average selling price of around fifty five thousand dollars The San Darrow is closer to fifteen thousand dollars and the VW T-Rock is in the neighborhood of about thirty five thousand dollars And don't forget even though Tesla is unwinding the delivery wave still typically the third month of the quarter Which is September and not included in that data is Tesla's best-selling month in the EU So those demand problems that people were talking about for Tesla in Europe earlier this year Yeah, I don't really think so

让我提醒你，Model Y的平均售价约为55,000美元。而San Darrow更接近15,000美元，VW T-Rock大约在35,000美元左右。而且请别忘了，尽管特斯拉正在减少交付数量，但典型的每季度第三个月，也就是九月，并不包含在这些数据中。在这个数据之外，九月是特斯拉在欧洲最畅销的月份。所以之前有人在欧洲谈论特斯拉的需求问题，我不太认同。

Ron DeSantis just pledged to slow America's transition to EVs and to dramatically ramp up domestic fossil fuel production I know this is a very nuanced conversation and energy independence is absolutely something that we should strive for But what I can say for sure is slowing the transition to electric vehicles is not the right decision Why can I say that so confidently because without these incentives legacy auto is never going to make the transition if Tesla wasn't literally Forcing these companies to change their business models. They never would have changed on their own Which means we'd be stuck breathing in these pollutants from ice vehicles forever last thing I'll say look you can argue whatever you want to about climate change However, when it comes to breathing in the emissions and pollutants from ice vehicles They're absolutely making people sick and killing people slowly over time that is not up for debate But the main reason I brought this up is because he said he plans to repeal Biden's EV mandates and prevent California and faceless bureaucrats from setting America's environmental standards and yes, I know he's backed by oil and gas So I understand all of it But certainly something to watch over the next year

罗恩·德桑提斯刚刚承诺要减缓美国向电动汽车的过渡，并大幅增加国内化石燃料生产。我知道这是一场非常微妙的讨论，实现能源独立绝对是我们应该努力追求的目标。但我可以确定地说，减缓向电动汽车过渡并不是正确的决定。为什么我可以如此自信地说呢？因为没有这些激励措施，传统汽车制造商永远不会实现转型。如果不是特斯拉直接迫使这些公司改变他们的商业模式，它们永远不会主动转变。这意味着我们将永远被迫吸入这些传统汽车产生的污染物。最后要说的是，你可以就气候变化与否展开争论，但是当涉及到吸入燃油车排放物和污染物时，这些绝对会让人们生病，而且会慢慢地杀害人们，这是无可争议的。但我提出这个问题的主要原因是他说他计划废除拜登的电动车命令，并阻止加州和无名官僚设定美国的环保标准。是的，我知道他是石油和天然气公司支持的，所以我完全理解其中的一切。但这绝对是明年需要关注的事情。

most of us knew it was coming But now it's a bit more official Tesla has drawn up plans to make and sell battery storage systems in India and submitted a proposal to officials Seeking incentives to build a factory. We've known Tesla has been in talks with India for a factory to make the next gen vehicle But this is the first time we've heard about a renewable energy project in recent meetings Tesla proposed supporting the country's battery storage capabilities with its power wall Tesla sought a number of incentives to set up a battery storage factory, but Indian officials conveyed these would not be available However, they said the government could help create a fair business model for the company by offering subsidies to those purchasing such products Important to note this is not a done deal They said it's not certain if the plan will be realized But Tesla was keen to find residential as well as industrial customers for its battery storage systems If you've been watching we've been saying for months that India is ripe for battery energy storage So this really should be no surprise the source said large policy level calibration will be required

大多数人都知道这一天会到来，但现在这一切更加正式了。特斯拉已制定计划在印度制造和销售电池储能系统，并向官员提交了一个建议，寻求建厂的激励措施。我们知道特斯拉一直在与印度讨论建立下一代汽车工厂，但这是我们第一次听说最近会议中有关可再生能源项目的消息。特斯拉提议用其Powerwall支持该国的电池储能能力，并寻求一系列激励措施来建设电池储能工厂，但印度官员表示这些激励措施不可用。然而，他们表示政府可以通过为购买此类产品的人提供补贴来为该公司创造一个公平的商业模式。需要注意的是，这还不是一个完成的交易。他们说，计划能否实现还不确定。但特斯拉渴望为其电池储能系统找到住宅和工业客户。如果你一直在关注，你会发现我们已经说过几个月前印度是电池能源储存的良好市场。因此，这应该不会让人感到意外。消息来源表示，这将需要大规模的政策层面调整。

Tesla's intent is to have the power wall business in India They said Tesla could look at developing larger solutions for industry if the India plan comes to fruition Which is really the only hint at megapack we get in the entire article Indian officials have said Tesla will have to work on reducing the cost of its battery storage products adding the government could help to unlock the market with demand Expected to be high. I'd like to make the jump to India being the third location for a Tesla megapack factory or Megapactory, but the way this article is written It really does seem like it would be power wall first and then megapack if things go well Ordinarily I dive into this one But we really have been covering this fairly extensively talking about India and all of their government incentives for best projects like India offering $455 million in incentives to companies setting up battery storage projects They did say contracts will be awarded through a competitive process with a company with the lowest bid selected Which is certainly not always the best way to go about things

特斯拉的意图是在印度开展Powerwall业务。他们表示，如果印度计划得以实现，特斯拉可能会考虑开发面向工业的更大规模解决方案。这是整篇文章中唯一提到Megapack的暗示。印度官员称，特斯拉将需要降低其电池储存产品的成本，政府可以帮助释放市场需求，预计将会很高。我认为特斯拉有可能在印度建立第三个Megapack工厂，但从文章的写法来看，如果事情顺利的话，似乎会先推出Powerwall，然后再考虑Megapack。通常我会深入研究这个问题，但我们已经相当广泛地报道了这个话题，包括印度政府为最佳项目提供4.55亿美元的激励措施。他们确实表示，合同将通过竞争过程来评估，选择出价格最低的公司。但这种做法并不总是最佳选择。

But with perfect timing today we had Tesla energy say using power wall this sports club in Germany went from spending 600 euro a month on electricity to earning up to 20 euros per month This report was shared last year talking about India battling one of its worst power crises in six years while going through one of the hottest summers on record The TLDR of what caused this problem was a coal shortage We know that Elon and Narendra Modi get along really well India needs Tesla's technology. It seems like they'll figure something now It's just a matter of when

然而今天，特斯拉能源在德国的这家体育俱乐部使用Powerwall取得了完美的时机，他们的每月电费由原本的600欧元，变成了每月最高可赚取20欧元。去年分享的一份报告指出，印度正在与六年来最严重的电力危机作斗争，而这正值有史以来最炎热的夏季。导致这个问题的主要原因是煤炭短缺。我们知道埃隆·马斯克和Narendra Modi非常投缘，印度需要特斯拉的技术。看起来他们现在会解决这个问题，只是问题在于何时。

Thailand's prime minister said today he held talks with Elon Musk during a visit to New York And they talked about EVs. He said we look forward to further discussions His administration was ready to support investments within the existing incentive Framework in a statement from their government. It said Tesla praised Thai human capital Which was suitable for investment when it comes to the EV market in Thailand They accounted for 6.4% of all passenger car sales in the region in the second quarter up from 3.8% in Q1

泰国总理今天表示，在访问纽约期间，他与埃隆·马斯克进行了会谈，讨论了电动汽车。他表示，我们期待进一步的讨论。泰国政府发表的一份声明表示，他的政府准备在现有的激励框架内支持投资。声明中表示，特斯拉赞扬泰国的人力资本，在泰国的电动汽车市场上适合投资。该市场在第二季度的乘用车销量中占比达到6.4%，较一季度的3.8%有所增长。

Neo is now releasing its own iPhone The plan is for it to sync with Neo cars to act as a key fob to view information like battery charge and to control functions Like self-parking and the in cabin infotainment system If you ask me These are pretty much all things you should be able to do with a good app on a customer's phone that they already own This new Neo phone should cost right around $900 William Lee Neo CEO said we want our phone to connect seamlessly with a car and bring a better user experience to our owners The phone will be sold via Neo's online store though initial deliveries may be limited due to supply constraints As we recently talked about Neo has yet to make a profit from making EVs and last quarter it lost $800 million Lee also said that Neo's gross margin should return to double digits in the third quarter and then improve from there after dropping As low as 1% in the prior quarter Neo's aiming for 20% longer term gross margins

Neo现在正在发布自己的iPhone。计划是与Neo汽车同步，充当钥匙和查看电池电量等信息的遥控器，以及控制功能，如自动停车和车内娱乐系统。如果你问我，这些几乎都是通过顾客手机上的一个好应用程序可以做到的事情。这款新的Neo手机的价格约为900美元。Neo首席执行官William Lee表示，我们希望我们的手机能够与车辆无缝连接，并为车主带来更好的用户体验。手机将通过Neo的在线商店销售，尽管由于供应限制，最初的交付可能有限。正如我们最近所讨论的，Neo在制造电动汽车方面尚未盈利，上个季度亏损了8亿美元。李先生还表示，Neo的毛利率应在第三季度恢复为两位数，并在此基础上改善。Neo的长期毛利率目标为20%。

I don't know how much money or time R&D talent Neo has allocated to this mobile phone project But it does feel like a distraction from the core product that is yet to be profitable But Polestar is planning to do the same thing and if customers can just put the cost of this phone into their car loan It may not be as big of a deal. I'm just saying from a customer perspective I don't want to walk around with two phones. So would I be ready to give up my iPhone for this new Neo phone?

我不知道研发人才Neo为这个手机项目投入了多少资金或时间，但它确实感觉像是一种分散注意力的行为，而核心产品还没有盈利。但Polestar计划做同样的事情，而且如果顾客可以将这部手机的成本加入他们的汽车贷款中，这可能就不是一件大事了。我只是从顾客的角度来看，我不想带着两部手机四处走动。那么，我是否准备放弃我的iPhone换成这部新的Neo手机呢？

In case you're looking there are now some Rivian R1T dual motor large pack size trucks in their available inventory Also in case you're in the market Hyundai is offering complimentary chargers and up to $600 off their installation fee Which could be a discount of about $1,100 The offer is for anybody leasing or buying a brand new 23 year 24 Ionic 5 Ionic 6 or 2023 Kona electric But it has to be through Hyundai motor finance good until October 31st

如果您正在寻找的话，现在有一些Rivian R1T双电机大电池尺寸的卡车正在他们的可用库存中。另外，如果您正在市场上，现代汽车公司正在提供免费充电器，并可节省高达600美元的安装费。这可能相当于约1100美元的折扣。该优惠适用于任何租赁或购买全新的23年、24年的lonoic5、ionic6或2023年的Kona电动车，但必须通过现代汽车金融进行，有效期至10月31日。

We heard about Elon talk about the lead times for transformers when it comes to neural net training But it also impacts battery energy storage too. There's a squeeze in the supply chain for high voltage equipment including transformers A director of energy storage services have said that lead times for some of these transformers have tripled or doubled 12 months would have been typical for large transformers in the past But now that has ballooned to almost three years and they said it's almost every customer we're dealing with and it's not related to just storage It's for all of their projects whether it's wind or solar Just something to have on your radar for the best world

我们听说埃隆谈到了神经网络训练中的变压器交货期问题，但这也同样影响到了电池能量存储。高压设备供应链，包括变压器，正面临着供应不足的局面。一位能源存储服务的主管表示，一些变压器的交货期已经延长了两到三倍。以往大型变压器的交货期通常为12个月，但现在已经膨胀到近三年了，并且他们说几乎每个客户都面临这个问题，而且这并不仅仅与能量存储有关，还涉及到他们所有的项目，无论是风能还是太阳能。这只是需要注意的一个问题，以确保未来的最佳情况。

The latest update with the UAW it sounds like they're still pretty far apart from the big three on how they define these wage tiers The companies are saying the tiers refer to multiple wage structures that top out at different levels But the union believes in a broader definition that includes starting new hires at a pay rate that starts lower and rises as they gain seniority The big three have all said they've offered to end tiers according to their point of view But the union leaders argue tiers include the eight year progression most hourly workers take to reach top wages The big three have agreed to cut that time to four years, but the union still considers that insufficient The UAW also wants all workers to be covered by defined benefit pensions again I think it's good context to understand where these wage tiers began It was back in 2007 to keep the automakers financially viable So could getting rid of them mean that they're going to go back to being financially unviable The UAW wants a system that pays workers top wages after 90 days We did not get any details on it, but it sounds like Stellantis has made the first new offer from any of the big three since the UAW went on strike Friday

最新的关于UAW的更新听起来他们在如何定义这些工资层级方面仍与三家大公司存在差距。公司表示这些层级指的是多种工资结构，其顶点不同。但工会认为这个定义更广，包括新员工从较低工资开始，并随着资历的增长逐渐提高。三家大公司都表示根据他们的观点已经提供了取消层级制度的方案。但工会领导人辩称，层级制度包括大多数计时工人需要花费八年才能达到最高工资的进展。三家大公司已同意将这个时间缩短至四年，但工会仍认为这不够。UAW还希望所有工人再次享有确定利益养老金。我认为理解这些工资层级产生的背景很重要。它可以追溯到2007年，旨在保持汽车制造商的财务可行性。那么取消这些层级意味着他们将重新变得财务不可行吗？UAW希望在90天后开始给工人支付最高工资的制度。我们没有得到任何具体细节，但听起来Stellantis是自UAW上周五开始罢工以来三大汽车公司中首次提出新方案的公司。

And we've talked about the supply chain being under pressure already due to uneven production schedules, high material costs and a tight labor market as well as shortages. We already have tier one suppliers going to their auto maker customers asking for concessions on pricing to account for increased costs. The co-chair of an auto law firm has said the biggest concern I've universally heard from my supplier clients is the ability to come back online on short notice. It's going to be very difficult, especially the longer the strike goes on. And everyone is worried OEM customers are going to demand an overnight return to full production. It's not realistic. Just another reason in a long list to be vertically integrated as much as possible.

我们已经谈论过供应链已经面临着压力，原因是不平衡的生产计划、高昂的材料成本、紧缺的劳动力市场以及物资短缺。我们已经有一线供应商向汽车制造商顾客请求价格让步，以反映成本增加。一家汽车法律公司的联合主席表示，我从供应商客户那里普遍听到的最大关注点是能否在短时间内重新上线。这将非常困难，尤其是罢工时间越长。每个人都担心原始设备制造商的顾客将要求立即恢复全面生产。这是一个现实不可行的要求，这也是在尽可能纵向整合的长长列表中的另一个理由。

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