Tesla: "Biggest AI Play in the World" / Goldman: Tesla's 37X / Tesla's Next Major Growth Wave ⚡️

the Welcome to Electrified, it's your host, Dylan Loomis. Quick shout out to my newest patron, Skipper. Thank you for choosing to support the channel. Haters will say this is photoshopped, but we just saw there is indeed video as well. It's kind of funny because when you look close, it actually does kind of look like it's photoshopped. It's not, but I am curious if Lars kept his left foot off the tonneau cover on purpose, or it just happened that way.

欢迎来到《电动》节目，我是您的主持人迪伦·卢米斯。首先要对最新的赞助者Skipper大声表示感谢。感谢您选择支持本频道。有些人会说这是经过Photoshop处理的，但我们刚刚看到确实有视频存在。有趣的是，当您仔细观察时，它实际上确实有点像是经过Photoshop处理的。但事实并非如此，我很好奇拉尔斯是否特意让左脚离开了封面板，还是只是偶然发生的。

Seta Tawasen, Thailand's Prime Minister is 6'4". They said they want more of a Tesla presence in Thailand, to which I would respectfully say, get in line.

泰国总理塞塔·塔瓦森身高6英尺4英寸。据说他们希望泰国能有更多特斯拉的存在，对此我恭敬地说，排队等候吧。

After all this time, we now have the designer of the DeLorean making some comments about the Cybertruck kicking it off with, Tesla Need Not Panic. He said, when you step outside the norms, it's almost always seen as a provocation. It happens in all fields from furniture to cooking. Everyone wants to distinguish themselves. It's a market necessity, and the Cybertruck will surely be successful. I'm sure of it. I'm convinced it will find its admirers. Don't panic about what? Well, some of the negative feedback. This part was somewhat comical where they talked about, the Cybertruck has been plagued by serious powertrain breaking suspension, structural and sealing issues, all according to a motor trend report. Tracking down that report, it was from January 2022, and it was actually just referencing those leaked files from a German source. Regardless, it was still in the development phase. Of course, they're going to have challenges and things they need to work on.

经过这么长时间，我们现在终于听到了DeLorean设计师对Cybertruck发表了一些评论，开场白是“特斯拉无需恐慌”。他说，当你走出常规，几乎总会被视为一种挑衅。这在任何领域都会发生，无论是家具还是烹饪。每个人都希望与众不同。这是市场的必然，Cybertruck肯定会成功。我对此深信不疑，我相信它会找到自己的爱好者。那么，不要惊慌什么呢？嗯，一些负面反馈。这部分有些滑稽，他们谈论到Cybertruck受到了严重的动力传动、悬挂、结构和密封问题的困扰，这都来自于Motor Trend的一份报告。查找该报告，可以发现它是来自2022年1月，并且实际上只是参考了德国的一些泄漏文件。无论如何，这仍然是在开发阶段。当然，他们会面临挑战和需要解决的问题。

But he continued saying, I don't want to judge the Cybertruck as beautiful or ugly. It certainly has its admirers who want a vehicle to stand out. Cybertruck has had its fair share of critics already, whether it comes to fingerprints all over the stainless steel or panel gaps. Well, in about two weeks, Tesla will finally have its chance to prove the doubters wrong.

但是他继续说，我不想评判Cybertruck是美丽还是丑陋。它肯定有一些崇拜者，他们希望拥有一辆与众不同的车辆。Cybertruck已经拥有了相当多的批评者，无论是不锈钢上的指纹还是车身缝隙。好吧，大约两个星期后，特斯拉将终于有机会证明这些怀疑者是错的。

I haven't seen too many real world pictures of the new Model 3 Plus right next to the older Model 3. Here we had one, and I do think this really shows off how mature the newer model looks. Yes, it's subjective, but that's my personal opinion. Don't get me wrong, I liked the old design, but the new one is definitely more mature and refined.

我还没有看到太多新款Model 3 Plus与旧款Model 3并排照片的真实世界图像。在这里，我们有一张，我确实认为这真正展示了新款车型的成熟外观。是的，这是主观的，但这是我的个人观点。别误会，我喜欢旧款设计，但新款车型无疑更加成熟和精致。

Fremont's been busy as of late when it comes to tours. We have the Indian Commerce Minister, Piyush Goyal, saying, proud to see the growing importance of auto component suppliers from India into the Tesla EV supply chain. It's on its way to double its components imports from India. Missed Elon's magnetic presence, and I wish him a speedy recovery. To which Elon said, it was an honor to have you visit. My apologies for not being able to travel to California, but I look forward to meeting at a future date. So what did Elon need to recover from? As far as I can tell, still a mystery. Some of you will remember though, that's actually old news. If you go back to the beginning of September this year, we heard that Tesla had invested $1 billion in components from India in 2022, and for this year they were looking to have that number at $1.9 billion. I do believe that's what Piyush was referring to, not that Tesla was going to go from $2 billion this year to $4 billion next year. Is it possible? Absolutely, I just don't think that's what he meant.

最近，弗里蒙特在汽车制造方面非常忙碌。我们有印度商务部长皮尤什·戈亚尔表示，非常自豪地看到印度汽车零部件供应商在特斯拉电动汽车供应链中的日益重要。印度的零部件进口将翻一番。错过了埃隆令人难以忘怀的魅力，祝他早日康复。埃隆回复道，很荣幸能够您的到访。对于无法前往加州的事，我感到抱歉，但我期待在未来的一天与您见面。那么，埃隆需要恢复什么？就我所知，依然是个谜。不过，你们中的一些人可能还记得，这其实是旧闻。如果回到今年9月初，我们就听说特斯拉在2022年在印度的零部件投资达到了10亿美元，并且今年他们希望将这个数字增加到19亿美元。我相信皮尤什指的就是这个，而不是特斯拉今年从20亿美元增加到40亿美元。这可能吗？当然可以，我只是觉得他的意思不是这样。

In the weeks ahead, we will undoubtedly hear more about Tesla potentially needing to raise its wages in response to the UAW contracts that are being ratified. On that note though, we have CNBC this afternoon saying that three major GM plans have voted against the pact in recent days. One like GM could fail while Ford and Stellantis may go through, but too early to tell right now. Just some numbers to keep in the back of your mind. Jonas said, they estimate Tesla has 45 to 50,000 workers between Fremont, Austin and Reno, representing a combined, all in US labor bill between $4 and $5 billion. Taking the high end of those estimates if you take the annual labor bill, divide that by 50,000 workers, if that was the number, roughly 100,000 per worker. You would think they're including some level of stock compensation in this figure, but they don't make it explicit. But I'm sharing this because if we learn Tesla does raise wages in the US by 10, 15% whatever it may be, this would give you some rough numbers of what that could look like in terms of additional costs.

在接下来的几周里，我们无疑会听到更多有关特斯拉可能需要提高工资以应对工会合同的报道。然而，今天下午有CNBC表示，过去几天里，三家重要的通用汽车工厂对该协议投了反对票。通用汽车可能会失败，而福特和斯泰兰蒂斯可能会通过，但目前还为时过早。这些数据只是让人们记住的一些数字。乔纳斯表示，他们估计特斯拉在弗里蒙特、奥斯汀和里诺之间有4.5到5万名工人，总共美国劳动力账单在40亿到50亿美元之间。如果按照估计的最高值，将年度劳动力账单除以5万名工人（如果这是正确的数字），每名工人大约需要10万美元。你可能认为他们在这个数字中包括了一些股票补偿，但他们没有明确表述。但我分享这个信息是因为，如果我们得知特斯拉在美国提高了工资，无论是10%还是15%，这将给你一些关于额外成本可能是多少的大致数字。

Over the past few years I've read, thought and talked a lot about Tesla. Would you believe me if I told you before I got knocked off track, I was even more plugged into the wellness and fitness world? It's alright if you don't, but the truth is, I was. Getting sidetracked by that parasite has taught me innumerable lessons, but one strong reminder, do not ever take your health for granted. That's part of why I'm still a proponent of AG1, the sponsor of this video. Ultimately, it's just something you have to try for yourself.

在过去的几年里，我读了很多关于特斯拉的文章，思考了很多，也谈论了很多。如果我告诉你，在我偏离轨道之前，我对健康和健身领域的了解甚至更深，你会相信吗？如果你不相信，也没关系，但事实就是如此。被这种寄生虫所干扰给我带来了无数教训，但也强烈提醒我，永远不要对健康视而不见。这也是为什么我仍然支持AG1，并为这个视频的赞助商。最终，这只是一件你必须亲自尝试的事情。

I know all of our bodies respond differently to input, but what I also know is how many people are nutrient deficient and the problems it causes over a lifetime. And yes, always strive to eat a balanced diet full of whole real food sourced well, but even when doing this, we can still have nutrient gaps, and most of us also get off track more often than we'd like to admit. AG1 is full of key vitamins, minerals and probiotics with 75 in every serving. Ashley is pretty bougie and picky when it comes to drinks, and even she is a fan of AG1. With Huberman and Peter Atia on the advisory board, AG1 is continually researching and making the product even better.

我知道我们每个人对输入的反应都不同，但我也知道有多少人缺乏营养，并且这会在一生中引起问题。是的，始终努力吃一种均衡的由整个真实食物提供的饮食，但即使这样做，我们仍然可能存在营养缺口，并且大多数人也常常偏离轨道，这是我们不愿承认的。AG1含有每份中的75种关键维生素、矿物质和益生菌。Ashley在选择饮料方面相当挑剔，而她甚至也是AG1的粉丝。有Huberman和Peter Atia作为顾问，AG1不断研究并改进产品。

One question I often ask, am I making choices my future self will thank me for? If you want to invest in your future self and your health, you can get five travel packs and a one year supply of Vitamin D3K2 at drinkag1.com slash electrified linked below. As always, thank you for considering supporting the channel. We actually delay ours by one year relative to Elon, so maybe it should be two years, but here's where we've learned how important Tesla's proprietary data is. It's five million robots around the world. Crews didn't have anything like that. It had hundreds. Five million robots around the world collect data every day and send it back to Tesla. Tesla has more corner cases, which means disengagements, accidents, information like that, than all the other companies in the world combined. And I have to tell you, watching the breakthroughs in AI that we are seeing, they are astounding. The speed at which this is moving. So it is interesting. I think it's a data issue.

我经常问自己一个问题，我是否在做出那些未来的自己会感激的选择？如果你想要投资于未来的自己和健康，你可以在drinkag1.com/electrified的链接下购买五个旅行包和一年的维生素D3K2供应。一如既往，感谢你考虑支持本频道。相比埃隆，实际上我们将推迟一年，所以也许应该是两年，但这是我们从中学到特斯拉专有数据的重要性的地方。全球有500万个机器人每天收集数据并发送回特斯拉。特斯拉所拥有的特殊情况比世界上其他所有公司加起来还要多，这涉及解除联机、事故以及其他信息。我必须告诉你，观察到我们正在见证的人工智能突破是令人震惊的。这个进展的速度。所以这是很有趣的。我认为这是一个数据问题。

Autonomous taxi platforms are the biggest AI project in the world. Therefore, we think Tesla is the best. You've sold Tesla shares. I have to say it, I am so ready for Kathy and Arc to be vindicated on their Tesla thesis. They've maintained their stance all the while going against the current. And one day, I firmly believe whether it's one year or four years, they will be proven right. She was then asked about, well, why are you selling Tesla stock? I need everybody to hear this. Kathy Wood is not a retail Tesla investor. She runs a fund. That means when certain targets are hit on the upside or downside, say Tesla grows 50 or 100%, they trim, take profits, lock them in, reinvest into some underperformers. That's literally what she gets paid to do to manage the fund actively. Some funds actually have hard caps, meaning when a stock hits 10, 15, 20% of the fund, they actually have to sell.

自动驾驶出租车平台是全球最大的人工智能项目。因此，我们认为特斯拉是最好的。你已经出售了特斯拉的股票。我必须说，我非常期待凯西和Arc公司在特斯拉投资论点上的正名。他们一直坚持自己的立场，与潮流背道而驰。我坚信，无论是一年还是四年，他们都会证明是正确的。然后有人问她，那为什么你卖掉特斯拉的股票？我希望大家都听到这个。凯西·伍德不是个人特斯拉投资者，她管理一个基金。这意味着当特斯拉的股价上涨或下跌到达某个目标时，比如增长了50%或100%，她会削减持股，锁定利润，并重新投资于一些表现较差的股票。这实际上是她的职责，她通过积极管理基金来得到报酬。有些基金实际上设有硬性上限，意味着当某只股票占基金的10%、15%或20%时，他们必须卖出该股票。

Well, I look outside five years from now and see GM and Ford EVs everywhere. It's very interesting to hear both of them pull back saying, what do you think? I think I don't even know if we'll be talking about GM in four and five years. What is interesting about the news that both of them are pulling back for profitability reasons, they can't be profitable in this space unless they scale. That's how this works. That's the catch-22. So it's catch-22 and their shareholder base is very internal, combustion, engine oriented, and they want their profits now and they want their dividends now. And they don't want that kind of Tesla to do it. Will they be able to? I don't know. All I know is, back to the Tesla question, as they are pulling away, our market share expectations for Tesla go up. We have Kathy Wood and Ark who have been much less wrong about Tesla than many other analysts over the years, saying that Tesla is the biggest AI opportunity in the world.

嗯，我展望五年后的情景，看到到处都是通用汽车和福特的电动汽车。有趣的是，听到他们都在退缩，问你怎么看？我认为，我甚至不知道在四到五年后我们是否还会谈论到通用汽车。关于这两家公司为了盈利而退缩的消息很有趣，他们在这个领域无法盈利，除非扩大规模。这就是问题所在。这是一个进退两难的局面。所以，进退两难，他们的股东基础非常偏向传统内燃机，他们希望立即获利和股息。他们不希望出现类似特斯拉的情况。他们能行吗？我不知道。我所知道的是，在特斯拉逐渐退居二线的同时，我们对特斯拉的市场份额预期在上升。我们有凯西·伍德（Kathy Wood）和Ark基金，他们在多年来对特斯拉的评估上比许多其他分析师更少出错，认为特斯拉是全球最大的人工智能机遇。

Contrast that with this. I think over time, markets will become more competitive. The European market will become more competitive. It is becoming more competitive as the Europeans have come out with pretty good EVs and the Chinese are moving in. I think over time, the US market will become more competitive. That's the challenge for Tesla is it's playing in a hyper-competitive marketplace. It's really, really difficult for one player to have outsized share or profitability. And that's ultimately our concern about Tesla longer term is that it is really a car company and the car industry makes it difficult for anyone to have outsized margins or share over the long term.

与此形成鲜明对比。我认为随着时间的推移，市场将变得更具竞争力。欧洲市场将变得更具竞争力。随着欧洲公司推出相当不错的电动汽车并且中国人也加入进来，它正在变得更具竞争力。我认为随着时间的推移，美国市场将变得更具竞争力。这对特斯拉来说是个挑战，因为它在一个超级竞争的市场中运营。一个单个参与者很难在长期内占据过大的份额或盈利能力。这才是我们对特斯拉长期的关切，因为它真的是一家汽车公司，而汽车行业使得任何人都很难在长期内获得过大的利润率或市场份额。

Is it really just a car company, Tony? Our megapacks cars? Is Optimus a car? Is Dojo a car? I could go on, but for now, all I'll say is that one day the world will really find out.

托尼，特斯拉真的只是一家汽车公司吗？我们的Megapacks汽车？Optimus是一辆汽车吗？Dojo是一辆汽车吗？我还可以继续列举下去，但现在我只想说的是，总有一天世界将真正了解到。

There is an 800 pound gorilla, BYD in China who is growing much faster than Tesla. They just reported 25% automotive gross margins. Tesla's at 17. They only make EV related cars. And there are others like Lee and Expung who are formidable competitors as well.

中国有一只重达800磅的大猩猩——比亚迪，它的增长速度比特斯拉快得多。他们刚刚宣布了25%的汽车毛利率，而特斯拉只有17%。他们只生产与电动汽车相关的车型。此外，还有李诉和宜客丰等其他有实力的竞争对手。

Let's talk about those BYD auto gross margins from quarter three. First things first, credit where credit is due. BYD is doing very well in making progress. And let's not forget we need at least 10 probably closer to 30 global auto companies making EVs to move the entire fleet to electric with time.

让我们来谈谈关于比亚迪汽车在第三季度的毛利率。首先，要给予应有的赞扬。比亚迪在取得进展方面表现得非常出色。而且，我们不要忘记，为了在未来使整个汽车队伍过渡到电动汽车，我们需要至少10家甚至更多全球汽车公司制造电动汽车。

So if you're really about sustainable energy and more choices for consumers, which over time drives down the cost, you don't really need to root against BYD because Tesla can succeed even with BYD having a ton of success of its own.

所以，如果你真的支持可持续能源和为消费者提供更多选择，这最终将降低成本，你就不需要反对比亚迪，因为即使比亚迪取得了巨大的成功，特斯拉也能够成功。

Why were BYD's auto gross margins up due to higher sales of their DMI lineup? Dual, motor, intelligent, their hybrids that focus primarily on efficiency. Tony was sneaky in the interview. He said EV related cars, which is technically accurate, but let's not forget about half of BYD's sales are hybrids, which are not comparable to BEVs when it comes to the cost of goods sold.

为什么比亚迪汽车的毛利率上升是因为他们的DMI系列销售增加？DMI系列是指双电机智能混动车型，其主要专注于高效节能。托尼在采访中有点狡猾。他提到了与电动车相关的汽车，从技术上来说是准确的，但我们不能忘记，比亚迪销售的一半是混动车型，这些车型在成本销售方面与纯电动车不可比。

The truth is BYD better be making profit at these levels. They sold over 2 million vehicles in the first three quarters of this year, roughly half of which still have a combustion engine in them. Despite the volume advantage relative to Tesla, BYD's net profit in Q3 was $1.4 billion compared to Tesla's, which was $1.8 billion.

事实上，比亚迪最好在这个水平上赚取利润。今年前三个季度，他们销售了超过200万辆汽车，其中大约一半仍然是燃油引擎车辆。尽管相对于特斯拉来说，比亚迪在销量上占据优势，但第三季度的净利润为14亿美元，而特斯拉的净利润为18亿美元。

Gary Black commented on something Martin Vieja just said at an investor conference where he said Tesla is now in an intermediate to low growth period. Martin did chime in and clarify what I said specifically is we're between two major growth waves, the first driven by the three and why since 2017, and the next one that will be driven by the next gen vehicle.

在投资者会议上，Gary Black对Martin Vieja刚刚说的一番话进行了评论。Martin回应并澄清了他具体所说的是，特斯拉目前正处于一个中低增长期。他指出，我们现在正处于两波主要增长浪潮之间，第一波浪潮是由2017年以来的三个原因驱动的，而下一波浪潮将由下一代车辆推动。

We don't need to dive into this right now, but next year, whether Tesla grows at 20% or 40%, as a long-term investor what really matters is what they're doing come 2027, 2028. So could Tesla have a gap or a down year in 2024 in terms of unit growth? Sure. But that 50% growth target the way they actually meant it, Tesla is still ahead of those numbers.

目前我们不需要深入讨论这个问题，但是明年，作为一位长期投资者，真正重要的是特斯拉在2027年、2028年期间的发展情况。因此，特斯拉在2024年单位销量增长方面可能会出现差距或下滑。但是，以特斯拉实际意图来看，他们仍超过了那个50%的增长目标。

I can assure the designer of the DeLorean one thing, Tesla executives are not panicking, they're very familiar with what the next major growth wave is going to be and when it's coming. I've said it many times before, but I'll say it again, patients will be rewarded when it comes to the Tesla story.

我可以向DeLorean的设计师保证一件事，特斯拉的高管们并不担心，他们非常了解下一个主要增长浪潮将会是什么，并且知道它何时到来。我之前已经说过很多次了，但我还是要再说一遍，当涉及到特斯拉的故事时，耐心会得到回报。

We also have Goldman Sachs coming out saying that they see Tesla as a leader in the AI field. Their 12-month price target is 235, but they said Tesla stands on a strong footing to emerge as a front-runner in AI-related tech. This confidence stems from the company's extensive resources and exceptional engineering talent across chip design, software, hardware, and data fields.

我们还有高盛声称他们认为特斯拉是人工智能领域的领导者。尽管他们设定了一个为期12个月的股价目标为235美元，但他们表示特斯拉在与人工智能相关的技术中处于领先地位。这种信心来自于该公司在芯片设计、软件、硬件和数据领域的广泛资源和杰出的工程人才。

We believe in an upside-case FSD could be $50 to $100 billion a year of revenue from Tesla's fleet by 2030, up from what we believe is $1 to $3 billion per year, presently. Taking the midpoints, that's a rough 37x in revenue from today's levels.

我们相信，到2030年，特斯拉的车队中的全自动驾驶(FSD)可能每年带来500亿至1000亿美元的收入，而目前每年的收入估计为10亿至30亿美元。按中间值计算，这意味着从现在的水平增加了大约37倍的收入。

We have Joe Manchin doubling down saying he wants the strictest possible standards to exclude Chinese battery firms or minerals from receiving tax credits for EVs. He expressed these concerns in a letter to Janet Yellen, saying there were rumors that Chinese battery companies are actively looking for ways to capitalize on the credits. It'd be surprising if they weren't.

我们有乔·曼钦坚定地表示，他希望实施尽可能严格的标准，以排除中国的电池公司或矿产公司享受电动车税收抵免政策。他在给珍妮特·耶伦的信中表达了这些担忧，并表示有传言称中国的电池公司正积极寻找利用这些抵免政策的途径。如果他们不这样做将令人惊讶。

The auto industry is still waiting on guidance from the treasury when it comes to how they're going to classify these foreign entities of concern. It comes into play in 2024 for completed batteries. Then in 2025, it comes into play for critical minerals.

汽车行业仍在等待财政部发布的指导意见，以了解它们将如何对这些外国关注实体进行分类。这将在2024年对完成的电池起作用。然后在2025年，该政策将适用于关键矿物。

Tesla Roddy may have some Swedish sources, and they're saying that the IF Mattel is offering Tesla Sweden employees payment to join the Union strike. However, still, the strike has failed to gain much momentum from actual Tesla employees. But now, the Union is offering employees of Tesla 130% more than Tesla's salary.

特斯拉罗迪可能有一些来自瑞典的消息来源，他们表示马特TEL公司正在为特斯拉瑞典员工提供加入工会罢工的薪资。然而，实际上，这次罢工并没有得到太多特斯拉员工的支持。但现在，工会向特斯拉员工提供的薪资比特斯拉原有薪资高出130%。

Given Tesla already came out and said they offer better compensation than what the Union contracts provide, this 130% more, I'm not sure I would trust that figure. The rumors are still that most of these Tesla employees do not want the Union involved in their employment, but pretty much every other company in Sweden does.

考虑到特斯拉已经明确表示他们提供的补偿比工会合同更有竞争力，这130%更多是我不敢确定的数字。传闻仍然存在，大部分特斯拉员工不希望工会介入他们的雇佣关系，而瑞典的其他公司几乎都有工会存在。

If that new offer from IF Mattel to Tesla employees is indeed accurate, it could just be bargaining as this strike was set to go a little bit further on November 17th and the 20th, with other companies joining in on sympathy strikes. It may be related, it may not be, but if you go to Tesla's careers page, there are a fair number of job listings open right now for things like a truck driver in Sweden for supply chain. They also have listings for paint sprayers and many related to vehicle service, so is Tesla looking to hire to continue to get around the strikes that are taking place? I have no idea if this one would work legally, but it sounded like a good idea from Matthew D.R. saying Tesla should just buy a roll-on roll-off ferry and then have the service on the ship. Then, as he said in the comments, when the strike is over, Tesla has a floating service center, they can call it the SSSC Service Center.

如果IF Mattel向特斯拉员工提出的新报价确实准确无误，这可能只是一种讨价还价，因为这次罢工计划在11月17日和20日继续，其他公司也会加入示威罢工。这可能与之相关，也可能无关，但是如果你去特斯拉的招聘页面，现在有很多职位空缺，比如供应链中的瑞典卡车司机。他们还有一些与喷涂和车辆维修相关的职位空缺，所以特斯拉是在寻求雇佣人员以继续应对罢工吗？我不知道这个方法在法律上是否可行，但是从马修·D·R（Matthew D.R.）的评论中来看，他认为特斯拉应该购买一艘滚装式渡轮，然后在船上提供维修服务。正如他在评论中所说，一旦罢工结束，特斯拉就拥有了一个浮动式的服务中心，可以称之为SSSC服务中心。

I'm seeing two different reports when it comes to the weekly Tesla China data, we have Tesla Chan reporting 13,000, and then we have Car News China reporting 12,700, so since I like to be conservative, we'll go with this one. Plugging that data in if you wanted to compare it to the same week in Quarter 3, that number was 14,000. Looking through the first six weeks of Q3, we were at 58.3,000. Over the same time in Q4, we're at 54.1,000, still trailing, but plenty of time left. I told you last week I was kind of excited to see what this number in the next few weeks would be, so from that standpoint, yes, I was expecting a number better than this one, but as always, in the grand scheme of things, one week and one market is a big, nothing burger. It could have been partially related to export allocation, but in a few weeks we'll have more data.

在涉及特斯拉中国每周数据时，我看到了两份不同的报告。特斯拉Chan报告的是13,000辆，而《中国汽车新闻》报道的是12,700辆，所以,因为我喜欢保守一点，我们选择这个数据。如果你想要与第三季度同一周进行比较，那个数字是14,000辆。回顾第三季度的前六周，我们共计销售了58,300辆。相同时间段内，第四季度我们销售了54,100辆，仍然落后，但还有很多时间。我上周告诉你我对接下来几周的数据有些兴奋，所以从这个角度来看，是的，我希望数字比这个好一些，但总体来说，一个星期和一个市场在大局中来说并不重要。这可能部分与出口分配有关，但几周后我们将有更多数据。

Speaking of Tesla China, if you want to interpret this as bullish, be my guest, they did again raise prices on some models between $2 and $500. Rivian, over time, may look to borrow up to $15 billion in the form of bonds with the local government in Georgia for its R2 factory. Rivian's initial investment at this factory is said to be $5 billion. They're looking to create 7,500 jobs, and at capacity, they're looking to make 400,000 vehicles per year. The joint development authority will issue on behalf of Rivian taxable revenue bonds in a maximum amount of $15 billion to fund project costs, promote economic development and job creation, and facilitate a property tax incentive for the company.

说到特斯拉中国，如果你想把这看作是看涨的话，随你高兴，他们又一次把某些车型的价格提高了2至500美元。Rivian有可能随时间借入高达150亿美元的债券形式，与乔治亚州当地政府合作用于R2工厂。据说Rivian在该工厂的初期投资将达到50亿美元。他们计划创造7500个就业岗位，并在达到全产能时每年生产40万辆汽车。联合开发局将代表Rivian发行最高150亿美元的可税收收入债券，用于资助项目费用，促进经济发展和就业岗位创造，并为该公司提供财产税激励措施的便利。

Rivian just released a software update that was supposed to fix proximity locking, but it didn't go well and they said this is on us, we messed up, it effectively bricked some of the owners' cars and some may require physical repair in some cases. Rivian has not said how many vehicles were actually affected, but a good reminder that these software updates are not always as easy as Tesla makes them seem.

Rivian刚刚发布了一个软件更新，本应修复车辆接近锁定的问题，但结果并不理想，他们表示这是我们的责任，我们搞砸了，这导致一些车主的车辆变成了砖头，有些情况可能需要进行物理修复。Rivian并没有透露实际影响的车辆数量，但这是一个很好的提醒，这些软件更新并不总是像特斯拉所展示的那样简单易行。

Lucid just signed a memorandum of understanding at the Dubai Air Show in partnership with an aviation startup of sorts. Their collaboration will explore co-marketing, commercial and operational streams for targeted guests and travelers. This Riyadh Air has plans to be the largest airline in the Middle East in terms of revenue. Now, what these two companies will actually do together outside of marketing is somewhat still a mystery. We're set to get the Lucid Gravity unveil in the next few days, but we did get this image on Instagram from the throttle house. You can't see very much, but there you have it. We also have this image that was shared on a Lucid forum, potentially of a clay version of Lucid's upcoming truck. They have mentioned cars like a coupe and a pickup at some point in the future. I want to give them grace here, but after seeing this, I do wonder if the pickup market is a place they should really be racing toward. That said, there are no guarantees any of these legacy EV pickup trucks are actually around 3-4 years from now, so we'll see.

Lucid刚刚在迪拜航展上与一家航空初创公司签署了谅解备忘录。他们的合作将探索面向目标客人和旅行者的共同营销、商业和运营渠道。这家利雅得航空公司计划成为中东地区收入最高的航空公司。现在，这两家公司在营销以外将会做些什么还有一些谜团。我们将在接下来的几天中揭开Lucid Gravity的面纱，但我们在Instagram上从throttle house得到了这张图片。你看不到太多，但这就是它。我们还在Lucid论坛上分享了这张图片，可能是Lucid即将推出的卡车的泥塑版本。他们曾提到未来可能推出轿跑和皮卡等车型。我想在这里给他们一些宽容，但在看到这个之后，我确实想知道他们是否真的应该这么急于进军皮卡市场。话虽如此，这些传统电动皮卡真的能在3-4年后仍然存在，还有待观察。

You know what they say about imitation, that it's the most sincere form of flattery. The Cyber Quad for Kids is back on the Tesla shop in the United States for $1900. My immediate question becomes, what's going on with the Cyber Truck for Adults? Orders will begin shipping late November 2023. Don't forget to check out AG1 linked below, grab those freebies if you're interested, thank you in advance. If you do, Starship, Round 2, this Friday, potentially keep an eye out for that. Please like the video if you did, hope you guys have a wonderful day, and a huge thank you to all of my Patreon supporters. Thanks for watching!.

你知道关于模仿的说法吗，那就是它是最真诚的恭维方式。儿童版的Cyber Quad再次在美国的特斯拉商店上架，售价1900美元。我马上想问的是，成人版的Cyber Truck进展如何？订单将于2023年11月底开始发货。别忘了查看下方的AG1链接，如果你感兴趣的话可以获取一些免费物品，提前谢谢。如果你这样做了，请给视频点赞，希望你们有美好的一天，非常感谢所有赞助我的Patreon支持者。感谢观看！