我会说。

好的。

为了大约斯瓦亚兰·安卡凡根。是的。在那里，他们的疲劳和织物会是一个新教徒。感谢我们所有人在这里为我们所做的一切，韦德利·格马希特·哈特。

是的，没错。所以，感谢你们所有人的辛勤工作，正是这些工作成就了这个伟大的日子。看到客户们拿到自己的车时那么兴奋，真是太棒了。我的意思是，现场氛围简直好极了，我认为这对吉字节勃兰登堡的未来是一个非常好的兆头。而且我认为值得记住的是，我们制造的每一辆车，都是朝着可持续未来迈出的一步。你知道，这座工厂和我们制造的汽车所带来的，是让人们对未来抱有希望。

你知道，而且，拥有一些能让人对未来感到兴奋的理由非常重要，因为人们常常会对未来感到沮丧或悲伤，因为他们认为未来不会好。但我们，我们在这里所做的是：我们每制造一辆车，每制造一块电池，都是在让未来变得更好。

所以，你们所做的事情真的很重要。它能带来改变。

而我算是在研究宏图计划第三部分，而它。是的，它会很不错。

但其中很大一部分是扩大到大规模量产。所以，要让我们真正以积极的方式影响世界，因为我们获得了很多媒体报道，也得到了很多关注，但如果你问，我们制造的车辆占全世界车辆总数的百分比是多少？因为全世界有20亿辆车。嗯，到目前为止，我们实际上远低于1%。甚至连0.5%都不到。所以，要让我们真正以积极的方式影响未来，这一点至关重要。

我们必须制造大量汽车。这是唯一的办法。所以。而这就是，这就是为什么我们称它为超级工厂。你知道，它非常大，而且你知道，我们从 Model Y 开始，但我们还将在这里生产若干款令人兴奋的其他车辆。所以我认为，总体而言，这里将成为整个可持续能源领域的卓越中心，而且它确实会帮助世界。所以。我期待着和，和你们一起完成这件事。

还有，是的，再次感谢你们所做的一切。你知道，所以，是的，如果你们有什么问题之类的，你知道。

好的，各位。

哦，哇。好的。那时候我更年轻。是的，是的。嗯，太好了。感谢超级充电团队让长途旅行成为可能。超级充电团队完成的工作非常令人钦佩。所以我也想请大家为他们鼓掌。

是的。你知道，除了我们在这里所做的工作外，我们也激励和鼓励行业中的其他公司走向电动化。我认为可以公平地说，如果没有 Tesla，没有 Tesla 团队所做的工作，行业中的其他公司就不会如此迅速地迈向电动化。所以。这也是我们将专利开源的原因。你知道，我们把专利免费提供给了其他汽车制造商，因为这样做是正确的。

据他们所知，没有其他公司这样做过。而且就是，你知道，我们确实，在 Tesla 确实努力做正确的事，你知道，而且，你知道，我们希望成为一家你能够从内心和灵魂深处信任的公司。为了做到这一点，我们必须成为一家做正确之事的公司。

我也爱你们。

所以我不知道有没有人有一些问题，你可以把它卖光之类的。

哦，是的。好的，那么 Tesla 什么时候会进入南美洲，或许还有其他一些市场？嗯，我们当然希望走向全世界。我们目前面临的挑战，这是一个高级问题，但我们收到的订单远远超过了我们的产量。所以有时人们会说，你们为什么没有进入所有这些其他市场？你们为什么不生产所有这些其他不同版本的产品，比如不同的汽车，比如 Tesla Semi 卡车、Cybertruck、Rosa 和其他产品在哪里。

但我们面临的挑战，这是一个好的挑战，就是我们的订单远远超过了产量。所以，你知道，这是一个高级问题，但我们需要让产量达到超过现有订单的程度，然后扩展到更多市场并推出更多产品才是合理的。因为如果我们增加了复杂性，却没有增加数量，也没有增加产量，那么我们实际上并没有多做成任何事，因为益处取决于我们能够制造多少辆汽车。

所以，当我们能够提高产量并满足现有市场的需求时，我们就会拓展到其他市场，也会增加更多产品。所以，而且我认为去年芯片方面存在很多供应链挑战。大家都知道芯片短缺。而今年仍然存在一些芯片短缺。然后我认为，明年的挑战可能会是电池总产量。

当然，如果你开始展望2、3年以后，那一切都取决于总共生产了多少吉瓦时的电池，这将是限制因素。然后再进一步深入供应链，电池材料的开采和精炼速度是多少？显然，我们希望以符合道德且对环境敏感的方式来做这件事。所以，从长远的大局来看，那就是每年能够生产多少太瓦时的电池。

我们的粗略计算是，要让世界转型为可持续能源经济，大约需要300太瓦时。基本上需要很多电池，所以我们想努力尽可能多地完成这件事。而且我认为我们其实做得相当不错。比如，我们，你知道，平均每年增长，我不知道，70%、80%，未来甚至可能比这更快。所以，是的，所以我认为，这就是为什么不进入更多市场以及为什么不推出更多产品的答案。

顺便说一句，我要被太阳烤熟了。

我不太耐晒。是的，当然。

所以，说到我最自豪的是什么？嗯，我认为我最自豪的是Tesla团队为扩大规模所完成的出色工作。以我们目前的速度扩大规模，并制造出人们喜爱的、有吸引力的产品。我的意思是，你知道，想一想，你能买到多少真正喜爱的产品？太少了，你知道，如果人们能制造更多你喜爱的产品，那就太好了。

而Tesla是一家罕见的公司，它会制造，确实会制造你喜爱的产品，而且让人们的，你知道，你知道，每天都能从中获得快乐。这很棒。

所以，如果你看看我们的增长速度，Tesla是历史上制造大型工业产品的公司中增长最快的。所以我认为，下一个最快的是福特Model T。那是在100年前。而我们的增长速度实际上比福特Model T还快，这太疯狂了。所以。

是的，嗯，它们会是绿色的。所以。是的。关于颜色，工厂会提供哪些颜色？颜色始终是一个挑战，因为当你考虑颜色时，你不需要制造它，但你还需要在大约20年的时间里为它提供服务和维修。所以这就像，天哪，那真是一个，比如，我得想想，天哪，我们要让服务团队经历些什么，你知道，要管理所有这些颜色。

所以我们必须谨慎控制颜色的总数。但显然，我们会在这里制造一些特殊颜色，因为。而且这不只是颜色本身，还包括为了呈现立体感而使用的油漆层。所以，你知道，我们会制造一种非常特别的红色，我想，我不知道，可能很多人已经见过了。对，有点像那样。对，它就像是13层，你知道，13层油漆。

你希望这些，这些漆层赋予它立体感，并且，并且呈现不同的。它会让颜色显得深邃，而且，而且，而且，而且复杂。然后我们还会有一种银色，我想它的层数没那么多，可能是8层左右。但它会，所以，可能会非常特别。它有点像一种液态、液态银色，还有像一种。对，像一种深、深红色。我不知道，深邃复杂的红色。

所以我们一开始会制造它，嗯，不是很快，但几个月后，我们会制造这种特殊的深暗红色和类似水银色的颜色。你知道，它们会非常酷。它们会是最棒的颜色。我认为，它们会是所有量产车中最好的，最好的车漆，不包括那种专门为车展之类的场合制造的车。而且它，它是。你必须专门设计喷漆车间，你知道，因为如果要喷13层，就必须有13道工序。

所以改造喷漆车间非常困难。你必须从一开始就在设计中纳入这一点。而那是，那是，那是其中一件事。哦，谢谢。

嗯，我认为我们不会使用石墨烯，但我们会使用石墨。所以石墨很充足。你知道，石墨基本上就是碳，是碳的一种特殊形态。但对，我认为用于长续航的那批材料会采用镍基阴极。阴极才是真正重要的部分。它们都含有锂，而锂只占电芯的约2%。所以长续航会采用镍，这正是我们目前使用的材料。

然后标准续航版本使用磷酸铁，然后对于，而且我认为锰有一种很有意思的潜力。而重要的是，比如你从非常大的规模来看，你必须说，好吧，我们需要数千万吨。最终可能会是数亿吨。所以，用于超大规模电池生产的材料必须是常见材料。它们不是常见材料。

无法扩大规模。

嗯，石墨烯。我知道每个人都喜欢石墨烯，但也许我们会在某个时候使用它，不过石墨烯很难制造。

但即使石墨烯也是由碳制成的。所以无论如何，扩大电池规模的基本问题就是说，比如，能生产多少百万吨，以及能否以合乎道德、对环境有益的方式生产。而且我有信心，我们可以利用磷酸铁和锰阴极来扩大到全球产量，然后为长续航使用镍阴极。所以。

欧洲版 FSD Beta。是的。所以欧洲版 FSD Beta，我们，我认为我们正在达到这样一个阶段：FSD 的出价在美国已经非常好了，并将在本周晚些时候扩展到加拿大。

然后我认为我们就可以向欧盟的监管机构展示它了。我不知道，也许2或3个月后，但之后我们还得针对欧洲所有特殊情况做相当多的工作。而且道路，你知道，如果你开车在欧洲各地转过，就会知道各国的道路差异相当大。我的意思是，也许欧盟，但道路规则是，还有百叶窗的涂画方式，而且各不相同，然后你还得识别所有不同的语言。

在欧洲实现完全自动驾驶相当困难。它比，比如说，美国或加拿大复杂得多。

不，它是，有很多棘手的小问题。规则并不一样，你知道，所以。

但我认为，也许今年晚些时候我们大概可以在欧洲开始进行 Beta 测试。对。取决于监管批准。

对，就像美国的情况有点不同。比如在美国，事情默认是合法的，而在欧洲，事情默认是非法的。所以，你知道，所以我们必须事先获得批准，而在美国，你多少可以根据自己的判断去做。

抱歉。

嗯，我想下一个目标确实是，你知道，今年真正扩大生产规模，并且，你知道，尽可能多地制造汽车。我们希望完成 Cybertruck 的开发，并准备好明年投产。

希望能有足够的电池包产能，开始生产 Tesla Semi 卡车，也就是重型卡车。

希望完成 Roadster，也就是新款 Roadster 的工程设计。然后还有一些也相当重要的未来项目。还有固定式储能、新版本的 Tesla 太阳能屋顶，你知道，Powerwall 3。有很多东西。所以我们有一条非常令人振奋的产品管线。

也许再问1或2个问题。

我也爱你。

嗯，我得说，看到你们开心，我也很开心。

抱歉。那个女巫。

我可能会。不，但我会拿到它。我会。我会追查到它。

最后一个。3。没错。

好了。最后。最后一个问题。当然。

嗯，最理想的情况下，我想是10。

你知道，我认为这很激进，但我们在10年内生产2000万辆汽车并非不可能。所以。

而且那会是一个不错的数字，因为有2。有20亿辆汽车和卡车正在全世界使用。所以2000万辆届时将是全球的1%。每年的全球车队。是的。好了。再次谢谢各位。爱你们。

I'll say.

All right.

For circa Svayaran Ankafangan. Yes. There for their fatic and fabric would be a Protestant. Thank you for all our did us here Verdley Gemarcht heart.

Yes, exactly. So thank you for all your hard work which has led to this great day. And it was amazing to see how excited the customers were to receive their cars. I mean it was just super good vibes and I think it bodes very well for the future of Gigabyte Brandenburg. And I think it's worth remembering that every car that we make is a step in the direction of a sustainable future. You know, the, the thing about this factory and the cars that we make is that it gives people hope about the future.

You know, and it's like it's very important to have reasons to be excited about the future because often people are depressed or sad about the future because they think it won't be good. But what we're, what we're doing here is with every car we make, with every battery we make, we're making the future better.

So what you're doing really matters. It makes a difference.

And I'm sort of working on the master plan part three and it's. Yeah, it's going to be good.

But a huge part of that is scaling to high volume. So in order for us to really affect the world in a positive way, because we get a lot of press, we get a lot of attention, but if you say how many vehicles have we made as a percentage of total vehicles in the world? Because there's 2 billion vehicles in the world. Well, so far we've actually well below 1%. We're not even half a percent. So it's essential for us to really affect the future in a positive way.

We have to make a lot of cars. That's the only way. So. And this is what, that's why we call it a gigafactory. You know, it's very big and you know, we're starting off with the model Y, but we're going to do a number of exciting additional vehicles here. And so I think this overall is just going to be a center of excellence for sustainable energy in general and it's really going to help the world. So. And I look forward to doing it with, with you.

And yeah, once again, thanks for everything. You know, So yeah, if you guys have some questions or something, you know.

Okay everyone.

Oh, wow. Okay. I was younger then. Yes, Yes. Well, great. Thanks to the supercharger team for enabling long distance travel. It's very impressive. Work that the Supercharger team has done. So I'd like to give them a hand as well.

Yeah. You know, in addition to the work that we do here, we also inspire and encourage the rest of the industry to go towards electrification. And I think it's fair to say that without Tesla, without the work that the Tesla team has done, that the rest of the industry would not be moving so quickly towards electrification. So. And that's also why we open sourced our patents. You know, we made our patents freely available to the other carmakers because it was the right thing to do.

No other company has done that as far as they know. And it's just, you know, we really, at Tesla really try to do the right thing, you know, and, you know, we want to be a company that you can believe in in your heart and soul. And in order to do that, we must be the company that does the right thing.

I love you guys too.

So I don't know if anybody's got some questions, you can sell it out or something.

Oh, yeah. Okay, so when is Tesla going to South America and maybe some other markets? Well, we definitely want to go to the world. The challenge we have right now, it's a high class problem, but the orders we have are well in excess of our production. So sometimes people will say, why aren't you in all these other markets? And why don't you make all these other different versions of the product, like different cars, like where's the Tesla semi truck and the Cybertruck and the Rosa and other things.

But the challenge we have, it's a good challenge, is that our orders far exceed our production. So, you know, a high class problem, but we need to have our production get to the point where it exceeds our current orders and then it makes sense to expand to additional markets and to have additional products. Because if we add complexity, but we don't add volume and we don't add production volume, then we've not actually done anything more because the good is a function of how many vehicles we're able to make.

So as we are able to ramp up production and satisfy demand in our existing markets, then we will expand to other markets and we will also add additional products. So, and I think last year there were a lot of supply chain challenges with chips. Everyone knows about the chip shortage. And then this year there's still some chip shortages. And then next year will be, I think, probably a challenge with total battery production.

And then certainly if you start going like two, three years out, it's all about total how many gigawatt hours of battery are produced, that will be the limiting factor. And then going even further down into the supply chain, what is the rate at which battery materials are being mined and refined? And obviously we want to do that in an ethical and environmentally sensitive way. So that, that in the long grand scheme of things is, is how many terawatt hours of battery can be produced per year.

Our rough calculation is that it's about 300 terawatt hours is needed to transition the world to a sustainable energy economy. There's a lot of batteries basically, so we want to try to do as much of that as possible. And I think we're actually doing a pretty good job. Like we're, you know, growing by, I don't know, 70, 80% a year on average and maybe even faster than that in the future. So, yeah, so that's, I think, the answer to why not more markets and why not more products?

I'm going to get cooked by the sun, by the way.

I'm not very sun proof. Yeah, sure.

So in terms of what am I most proud of? Well, I think I'm most proud of the amazing work done by the Tesla team to scale. To scale, at the rate that we're scaling and make compelling products that people love. I mean, you know, you think about it, how many products can you buy that you really love? It's so few, you know, and it'd be great if people made more products that you love.

And Tesla is a rare company that makes, actually makes products you love and makes people's, you know, you know, that brings them joy every day. That's great.

So, and if you look at our rate of growth, Tesla is the fastest growing company in history that makes a large manufacturer product. So the next fastest, I think, was the Ford Model T. Like that was 100 years ago. And we're actually growing faster than the Ford Model T, which is crazy. So.

Yeah, well, they'd be green. So. Yeah. With respect to colors, which colors will be available from the factory? Colors are always a challenge because when you think about colors, you don't need to manufacture it, but you also need to service it and fix it for like 20 years. So it's like, man, that's a, like, I've got to think about, man, what are we going to put the service team through, you know, managing all these colors.

So we have to be careful with total number of colors. But we obviously are going to make some special colors here because. And it's more than just the color itself, but it's the layers of paint in order to get the dimensionality. So, you know, so we're going to make a really special red which I think, I don't know, probably a lot of people have seen. Yeah, like kind of like that. Yeah, it's like a 13 layer, you know, 13 layers of paint.

You want to have the, the layers give you dimensionality and, and give the different. It gives like it makes the color look deep and, and, and, and complex. And then we'll also have a silver that's also, I think not as many layers, like maybe eight or something. But it's so, can be really special. It's sort of like a kind of a liquid, liquid silver and like a. Yeah, like a deep, deep red. I don't know, deep complex red.

So we're going to make it starting off with, well, not soon, but in a few months we'll make the special sort of deep dark red and sort of quicksilver. You know, they'll be really cool. They'll be like the best color. I think they'll be the, the best paint on any production car that's not like made for like a, a show or something like that. And it's, it's. You have to design the paint shop especially for, you know, because if you're going to do 13 layers, you've got to have 13 steps.

So it's very difficult to retrofit a paint shop. You have to design it in from the beginning. And that's, that's, that's one of the things that. Oh, thank you.

Well, I don't think we're going to be using graphene, but we will use graphite. So there's plenty of that. You know, graphite is just carbon basically, so in a special form of carbon. But yeah, I think the batch of materials for long range, it'll be a nickel based cathode. The cathode is really the important part. They all have lithium and lithium is only like 2% of the cell. So nickel will be the one for long range, which is currently what we're using.

And then for standard range of the iron phosphate and then for, and I think there's an interesting potential for manganese. And the important thing is like if you look at, you know, at very large scale, you have to say, okay, we need tens of millions of tons. It's like maybe hundreds of millions of tons ultimately. And so the materials that are used for batteries at very large scale must be common materials. They're not common materials.

Can't scale.

Well, graphene. I know everyone loves graphene, but it's maybe we'll use it at some point, but graphene is a difficult thing to make.

But even graphene is made of carbon. So anyway, the fundamentals of scaling batteries are just say, like, how many millions of tons can be produced and produced in an ethical, environmentally good way. And I'm confident that we can scale to global volumes using iron phosphate and manganese cathode and then nickel cathode for long range. So.

FSD Beta Europe. Yes. So FSD Beta Europe, we're, I think we're getting to a point where the FSD bid is very good in the US and later this week expanding to Canada.

And then I think we'll be ready to show it to regulators in the eu. I don't know, maybe in two or three months, but then we've got to do quite a lot of work for all the special case situations in Europe. And the roads, as you know, if you've driven around Europe, the roads vary quite a lot by country. I mean, maybe the eu, but the road rules are, and the way the blinds are painted and it's different and then you've got to recognize all the different languages.

It's quite difficult to do full self driving in Europe. It's much more complex than say the, the U.S. or Canada.

No, it's, there's a lot of little tricky things. The rules are not the same, you know, so.

But I think probably we can start doing beta maybe later this year, I think in Europe. Yeah. Depending on regulatory approval.

Yeah, it's like things are a little different in the us. Like in the US things are legal by default and Europe they're illegal by default. So, you know, so we have to get approval beforehand, whereas in the US you can kind of do it on your own cognizance, more or less.

Sorry.

Well, I guess the next target is really, you know, to really scale production this year and you know, try to make as many cars as we can. We want to complete development of the Cybertruck and be ready for production next year.

Hopefully have enough battery pack capability to start the Tesla semi truck, the heavy truck.

Hopefully complete engineering of the Roadster, the new Roadster. And then there's some future projects that are also pretty important. There's also stationary storage, new versions of the Tesla solar roof, you know, Powerwall 3. There's a lot of things. So we have a very exciting product pipeline.

Maybe one or two more questions.

Love you too.

Well, it makes me happy to see you guys happy, I have to say.

Sorry. The witch.

I might. No, but I'll get it. I'll. I'll track it down.

Last one. Three. Exactly.

All right. Last. Last question. Sure.

Well, best case scenario, I suppose 10.

You know, I think it's aggressive, but not impossible that we could do 20 million cars in 10 years. So.

And that would be a good number because there's two. There's 2 billion cars and trucks in the world that are in active use. So 20 million would be then 1% of global. The global fleet per year. Yeah. All right. Thanks again, guys. Love you.