萨。

它。

拉。

萨姆。

萨。

萨。

萨姆。

萨。

圣人。

萨姆。

它。

萨。

萨。

萨姆。

萨。

它。

它。

萨。

它。

萨。

依然穿着我的卡其裤，裤脚卷起，还有一个女王，依然热爱街头，代表着2和3，依然击败那支乐队，自从我离开后依然做着自己的事，没什么太大变化。

就像一个他妈的。

欢迎。欢迎。

来到 Cyber Rodeo。

大家玩得开心吗？

所以

这个。

好的，

所以我们要谈谈过去、现在和未来。

这是 Tesla 制造的第一辆量产车。

好的，谢谢。

所以说到我们从哪里起步，我们是从一辆非常简单的汽车起步的，也就是 Tesla Roadster。

信不信由你，我们是在加利福尼亚州门洛帕克的一家老旧汽车经销店里制造这东西的。我们制造动力总成，Lotus 制造非动力总成部分，然后我们进行最终组装和检查，真的是在门洛帕克的一家老 Ford 经销店里。而今天我们走到了这里。该死。

我的意思是，当，当你最初创办 Tesla 时，我觉得乐观地说，我们成功的概率或许是10%。当人们说，嘿，汽车公司，蠢，我就说，我知道，我知道。全都。

但多亏了 Tesla 团队不可思议的工作，多亏了 Tesla 团队多年来不可思议的工作。

我们走到了这里。

所以就我们今天所处的位置而言，我们现在有了 Model S，我们有 Model 3，我们有 Model X，我们有 Model Y，我们还有世界上最昂贵的笑话。

但我们确实让性感回归了。

所以，我们已经覆盖了主要汽车细分市场，我们有住宅和商业能源产品，还有他们的 Powerwall、Megapack，而且，是的，这太疯狂了。再次感谢 Tesla 团队所做的杰出工作，美国 2/3 的电动汽车是。美国三分之二的电动汽车都是由 Tesla 制造的，靠的是 Tesla 团队的辛勤工作。

对，当然。交给你了。那是 Omid。Mead's 负责了这里超级工厂的建设。谢谢 Amid。

好的。

而且我们的完全自动驾驶正在进行测试。这里有人使用完全自动驾驶测试版吗？

太好了。

所以你，我是说，你可以看到，你真的能感受到这有多么好，完全自动驾驶将会在多大程度上改变社会。你将能够，汽车会带你去任何想去的地方，最终比你自己驾驶安全 10 倍。而且它将彻底改变世界。这是那种极少出现的事物之一。Tesla Autopilot 团队和 AI 团队在构建现实世界 AI 方面做得非常出色。

所以。

所以，我们的目标是在今年面向北美所有、所有完全自动驾驶客户推出广泛测试版。所以。

确实，要上月球。

所以这是一个，这现在是我们的第 6 座大型工厂，现在我们横跨 3 个大洲。所以，实际上，我们在北美拥有 2 座大型汽车工厂，在中国有一座很棒的工厂，在欧洲也有一座我最近刚去过的工厂，这对我们来说非常好。所以这将给 Tesla 带来巨大的改善，也会对环境更好，因为你会希望在客户所在地制造汽车，而不是，你知道，把它们装上船运过海洋。

所以，在当地制造汽车会好得多。

而且，随着在世界各地拥有 6 座巨型工厂，Tesla 的未来正真正进入一个新的、一个新的阶段。所以，并且扩大到极端的规模。正如你们从这座建筑中看到的，它并不小。

所以。

而且这里也是 Tesla 的全球总部。

为什么是奥斯汀？嗯，实际上我问了团队的机会，因为，你知道，加利福尼亚很棒，我们也在继续扩大加利福尼亚的业务，但我们的空间用完了，所以我们需要一个能让我们真正做大的地方，而没有哪个地方比得上得克萨斯州。

所以我们来到了这里，我们距机场 10 分钟，距、距市中心 15 分钟。很棒的中央物流枢纽。我们可以获得奥斯汀的人才。谢谢奥斯汀。谢谢特拉维斯县。

建造这座令人难以置信的、这座庞大的建筑并把所有这些设备运到这里并不容易。我实在无法充分表达我对建造得州超级工厂的 Tesla 团队的赞赏、感激和钦佩。让我们为他们鼓掌。

我们经历了严寒、降雨、流沙，建造速度快得令人难以置信。这非常困难，但已经完成了。

我想让你们感受一下这东西有多大。

它并不小。

所以，我们这里的情况是，如果你把、如果你把这座建筑侧过来，如果你把这座建筑侧过来，它比哈利法塔还高。那是按比例展示的。它有 80 英尺高。它相当于 3 座美国五角大楼。所以，当一座建筑以美国五角大楼为单位来衡量时，你知道，它相当大。按体积计算，这是世界上最大的工厂建筑。所以，是的，很高兴你问了这个问题。根据我们的计算，这座建筑可以容纳 1940 亿只仓鼠。

这是，这是制造机器的机器，而且它是，而且它是制造机器的机器的最新版本。所以我以前说过。但工厂。工厂就是产品。那是，你知道，原型需要想象力，而且并不容易。但相对于生产而言，原型很容易。生产很难。而这座建筑是地球有史以来最先进的汽车工厂。

外星科技。这正是。

你知道，如果一家工厂让人感觉像一艘外星无畏舰降落了，那它就是先进的。所以。而且团队正在。加利福尼亚州弗里蒙特开展出色的工作。但这。我们从那里吸取了很多经验教训，那里的建筑全都彼此分开。建筑之间有大量移动。而我们认为合理的做法是真正把它想成。像一块芯片，像一个集成电路。把一切整合到一个封装中。

而现在这就是。

所以这是。这是这样一种情况：原材料从一侧进入，它们被制成电芯，再被制成电池包。然后我们铸造前、后车身。电池包本身就是结构件，出来的则是成品。所以是一侧进入原材料，另一侧出来汽车。

是的。

所以我们正在制造自己的电芯，我们认为是世界上最先进的电芯，就在得州超级工厂这里。

你们在这里看到的所有画面都来自这座工厂。所以。

而且我们认为，随着时间推移，这里很可能会成为世界上最大的电芯工厂，伙计。另一项重大创新是结构电池包。所以，我们基本上正在把我们说过要做的事情变成现实。我们说过，基本上会用3个主要部件制造汽车：一个后车身铸件、一个由电芯本身承载负荷的结构电池包。就像现代飞机一样，机翼是一个做成机翼形状的油箱。

采用新的Model Y架构后，电芯本身会承载负荷，而这会使汽车更轻。少量零件成本更低，并能改善碰撞性能。所以这也具有安全优势。

是的。

我不知道这能不能用。

所以。

好的。

正如我刚才所说，这是一种革命性的汽车制造方式，基本上是用3个主要部件造出一辆汽车。一个铸造后车体、一个结构电池包和一个铸造前车体。

所以你们现在看到的是有史以来制造出的最大型铸造机。

而且它是。用这种方式造车有点疯狂。这以前从未有人做过。我们试图弄清楚该怎么做时，全世界有6家主要的铸造设备制造商。我们打了电话。6家。5家说，没人说也许。我当时想，这听起来就是同意。

所以

凭借团队付出的大量努力和提出的卓越想法，我们已经让世界上最大的铸造机非常高效地运行，以制造汽车并从根本上简化汽车制造。

所以，正如我刚才所说，原材料进去，一堆事情发生，汽车出来。

是的，完全正确。如果你不制造东西，就不会有东西。

而且仅就 Model Y 项目而言，我们的目标是达到每年50万辆，然后明年我们将开始在这里制造 Cybertruck。

我认为，Model Y 生产线将成为全世界所有生产线中产能最高的。事实上，我有信心，在一座工厂里生产一种产品，每年将达到50万辆。是，世界上最大的任何东西高，所以，而且肯定，这里将成为美国汽车产量最高的工厂。然后，是的。

所以 Cyber、Cybertruck 在现实生活中看起来总像是 CGI，但那不是 CGI，那是一辆真正的、真正的 Cybertruck 正在四处行驶。

所以我等不及、我等不及让这个宝贝投入生产了。它会非常了不起。所以。

Tesla 的增长速度实际上是历史上所有大型制造物体中最快的。这个。是的，所以。

我们现在、我们现在已经超过了100万。在过去连续12个月里，我们在全球交付了超过100万辆汽车。

话虽如此，仍然有很长的路要走，因为那、那个红色柱状图是、是 Tesla。所以我们肯定可以。然后蓝色的是全球车辆。所以你可以看到，尽管我们、我们在过去12个月里生产了100万辆汽车，但我们仍然大概只占全世界汽车总产量的略高于1%，而我们想努力达到，我不知道，尽可能达到20%，从而产生显著影响。所以，而且、而且这就是、这就是规模、规模很重要的原因。

为了真正产生影响，对可持续发展产生非常大的影响，我们必须制造很多汽车，必须制造很多固定式电池包，以尽可能快地推动世界向可持续技术转型。

那么接下来是什么？我现在不会、我现在不会把所有事情都说出来，但我不能说的，我能说的是，我们将迈向真正极其庞大的规模。人类历史上从未有任何公司实现过的规模。为了推动世界向可持续能源转型，这必须发生。所以，超大规模，全自动驾驶。

将会有一款专用的 Robotaxi，它看起来会很，它会看起来、它会看起来相当有未来感。然后，当然，我们还有 Tesla 机器人 Optimus。这个，我认为、我认为、我认为 Optimus 将使它究竟意味着什么、经济究竟意味着什么都变得无关紧要，所以它将能够，你知道，基本上任何人类不想做的事情，Optimus 都会去做。而且它。这将是一个富足的时代。

所以它。这，我认为它、它、它。可能很难想象，但随着你看到 Optimus 不断发展，每个人都会确保它是安全的。不会有《终结者》之类的东西，但它、它确实会改变世界，我认为，其程度甚至会超过汽车。

然后我们还有。而且我认为，我们有机会让 Optimus 的第1版投入生产，希望是在明年。

而在这个。而且它。Cybertruck 将于明年到来，我们将让 Cybertruck 投入生产。明年将会是 Roadster 和 Semi 的生产。所以这些全都。全都会到来。

所以我们有一个。今年的重点全是扩大规模。然后明年将会有一大波新产品。所以。

而且。是的，所以。现在，让我们交付首批 Tesla 汽车。得州制造。

我们这里有什么？

所以我们又要砸窗户了。

这次我没有弄坏我的锤子。

忘了锤子。所以，不管怎样，欢迎，朋友们。你们大家能来真是太棒了，一点。

你想让我来吗？

我感觉我在周围已经弄坏了够多东西。

不了，也许我们还是算了。

下次。

下次。我保证。我保证。

关于 Cybertruck，你有什么想说的吗？

Cybertruck 会非常棒。我的意思是，你在这里看到了它，你以前见过它，你在那里也看到了它。它值得。它值得等待，相信我。

是的，非常值得等待。它会非常棒。

我。我认为这将是我们的巅峰之作。而且我的意思是，你可以看到我们已经做出的一些改动。没有把手。

谁需要把手？小床能判断你在那里，它就是知道需要打开。

所以。

所以我认为，明年我们将为你们带来一款不可思议的 Cybertruck 产品。

它会让你大吃一惊。

而且。

是的。

所以，是的，没有其他卡车。是的，相比之下，其他一切都相形见绌。这是你唯一需要的。

所以总之，我们等不及了。我们迫不及待想在这里制造它，并把它们交付给你们。很抱歉延期了。这一直是。这几年一直非常紧张，但我们明年会把这个带给你们，而你们会。这会非常棒。从明年开始，会是一款又一款超级厉害的产品接连登场，然后还有一些我们甚至还没谈过的酷东西。那么，就这样。再次感谢大家前来。

希望你们玩得非常开心。

是的。在 Tesla，我们相信要办很棒的派对。那么，让我们开始这场派对吧。

祝大家今晚度过一段美妙的时光。我爱你们。

它。

Sa.

It.

Ra.

Sam.

Sa.

Sa.

Sam.

Sa.

Saint.

Sam.

It.

Sa.

Sa.

Sam.

Sa.

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Sa.

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Sa.

Still rock my khaki with a cuff and a queen still got love for the streets Repping two and three still defeat the band still doing my thing since I left Ain't too much change.

Is like a fucking.

Welcome. Welcome.

To cyber rodeo.

Are you guys having a good time?

So

this.

All right,

So we're going to talk about past, present and future.

This is the first production car Tesla ever made.

All right, thanks.

So where we started, we started off with a very simple car, the Tesla Roadster.

And we manufactured this thing, believe it or not, in an old car dealership in Menlo Park, California. And we made the powertrain, Lotus made the non powertrain portion and we did final assembly and checkout, literally an old Ford dealership in Menlo Park. And here we are today. Damn.

I mean when, when you first started out Tesla, I thought maybe we had optimistically a 10% chance of succeeding. When people say hey, car companies dumb, I'm like, I know, I know. It's all.

But thanks to the incredible work of the Tesla team, Thanks to the incredible work of the Tesla team over many years.

We got here.

So we now have in terms of where we are today, we got the Model S, we have the Model 3, We have the Model X, we got the Model Y, We've got the most expensive joke in the world.

But we did bring sexy back.

So we've got cars in major vehicle segments, we've got a residential and commercial energy products, we've got their Powerwall megapack and yeah, it's insane. And again, thanks to the incredible work of the Tesla team, 2/3 of the electric vehicles in the United States are. Two thirds of the electric vehicles United States have been made by Tesla, by the hard work, the Tesla team.

Yeah, absolutely. Take it away. That's Omid. Mead's has managed the construction of the gigafactory here. Thanks Amid.

All right.

And we have full self driving in beta. Anyone here use the full self driving beta?

Great.

So you, I mean you can see, you can really get a feel for how much this is good, how much full self driving is going to transform society. You'll be able, the car will take you anywhere you want with ultimately 10 times safer than if you're driving it yourself. And it's going to just completely revolutionize the world. This is one of those things that comes along very rarely. The Tesla AutoPilot team and AI team has done an incredible job building real world AI.

So.

So and we're aiming to go to a wide beta for all, all full self driving customers in North America this year. So.

To the moon indeed.

So it's a, this is now our sixth major factory and now we're in three continents. So it's actually great for us to have two major vehicle plants in North America, an awesome factory and in China and one in Europe that I was just at recently. So this is going to be a huge improvement for Tesla and it's also going to be better for the environment because you want to make the cars where the customers are and not, you know, put them on ships and over the oceans.

So it's going to be way better to make the cars locally.

And we're really entering a new, a new phase of Tesla's future with six giant factories around the world. So and scaling to extreme size. As you can see from this building, it's not small.

So.

And this is also Tesla's global headquarters.

Why Austin? Well, actually I asked the chance of team because, you know, California's great and we're continuing to expand in California, but we ran out of room and so we need a place where we can be really big and there's no place like Texas.

So here we are, we're 10 minutes from the airport, 15 minutes from, from downtown. Great central logistics hub. We got access to Austin talent. Thank you Austin. Thank you Travis County.

And it wasn't easy building this incredible, this humongous building and getting all this equipment here. I just cannot express enough appreciation and gratitude and admiration for the Tesla team that built Giga Texas. Let's just give them a hand.

We went through deep freeze, rain, quicksand, incredibly fast build. It was very difficult, but it's done.

I want to give you a sense of the size of this thing.

It's not small.

So what we have here is if you put the, if you put the building on its side, if you put the building on its side, it's taller than the Burj Khalifa. That's to scale. It's 80ft tall. It's equivalent to three pentagons. So when a building is measured in units of pentagon, you know, it's quite large. This is the largest factory building in the world by volume. So yeah, I'm glad you asked that question. According to our calculations, you could fit 194 billion hamsters in this building.

This is, this is the machine that builds the machine and it's, and it's the latest version of the machine that builds the machine. So I've said it before. But the factory. The factory is the product. That's, you know, prototypes, they require imagination, and they're not easy. But relative to production, prototypes are easy. Production is hard. And this building is the most advanced car factory that Earth has ever seen.

Alien technology. This is exactly.

You know, a factory is advanced if it feels like an alien dreadnought landed. So. And the team's doing great work in. In Fremont, California. But this. We took a lot of lessons learned from that, where the buildings were all separate. There's a lot of movement between the buildings. And the thing that we thought makes sense is to really think of it like. Like a chip, like an integrated circuit. Combine everything together in one package.

And now this is what.

So this is. This is a case of raw materials come in one side, they get formed into a cell, they get formed into a pack. Then we cast the front, rear body. The pack itself is structural, and out comes a finished product. So it's raw materials in one side, cars out the other side.

Yeah.

So we're building our own battery cells, we think the most advanced cell in the world here at Giga, Texas.

All the footage you see here is from this factory. So.

And we think over time, this will probably be the biggest cell factory in the world, Man. Another major innovation is structural pack. So we're basically bringing to fruition the things that we said we would do. We said we'd basically make the car out of three major pieces. A rear body casting, a structural pack with the cells themselves carry load. Just like modern airplanes, where the wing is a fuel tank in wing shape.

With the new model Y architecture, the cells themselves carry load, and that results in a car that is lighter. A small number of parts costs less and improves the crash performance. So it's a safety advantage, too.

Yeah.

I don't know if this works.

So.

All right.

As I was saying, it's a revolutionary car manufacturing to basically make a car out of three major parts. A cast rear, a structural pack, and a cast front.

So what you're looking at are the biggest casting machines ever made.

And it's. It's kind of a crazy thing to make a car this way. It's never been done before. When we were trying to figure this out, there were six major casting manufacturers in the world. We called. Six. Five said, no one said maybe. I was like, that sounds like a yes.

So

with a lot of effort and great ideas from the team, we've made the world's biggest casting machine work very efficiently to create and radically simplify the manufacturing of the car.

So as I was saying raw materials in, bunch of stuff happens, car out.

Yes, exactly. If you don't make stuff, there is no stuff.

And we're aiming just with the Model Y program alone to get to half a million units year and then we're going to start manufacturing cybertruck here next year.

The Model Y line will be the highest capacity line I think of any line in the world. In fact I'm confident will be half a million units a year in a single factory of one product. Is the, the biggest anything in the world high so and definitely the, this will be the highest volume car factory in America. And yeah.

So cyber, cybertruck always looks like CGI in real life, but that is not cgi, that is an actual, actual cybertruck driving around.

So I can't, I can't wait to have this baby in production. It's going to be epic. So.

Tesla's is growing actually at the fastest pace of any large manufactured object in history. The. Yeah, so.

We've now, we've now exceeded the million. In trailing 12 months we've delivered over a million cars worldwide.

Now that said, there's still a long way to go because that, that red bar chart is, is Tesla. So we can definitely. And then the blue is global vehicles. So you can see we're even though we've, we did a million cars in the last 12 months, we're still like maybe a little over 1% of total vehicle output in the world and we want to try to get to, I don't know, 20% as much as we can to move the needle. So and, and this is, this is why scale, scale matters.

In order to make a real difference, a really big difference to sustainability, we have to make a lot of cars, you have to make a lot of stationary packs to transition the world to sustainable technology as quickly as possible.

So what's next? I'm not gonna, I'm not gonna spill all the beans right now, But what I can't say, what I can say is we're going to move to just truly massive scale. Scale that no company has ever achieved in the history of humanity. And that has to happen in order to transition the world to sustainable energy. So massive scale, full self driving.

There's going to be a dedicated robotaxi that's going to look pretty, It's gonna look, it's gonna look quite futuristic then. And of course we've got the Tesla robot Optimus. This is, I think, I think, I think Optimus will obviate what it even means, what an economy even means, so it'll be able to, you know, basically anything that humans don't want to do, Optimus will do it. And it's. It's going to be an age of abundance.

So it's. I think it's, it's, it's. It's maybe hard to imagine it, but as you see Optimus develop, everybody's going to make sure it's safe. No Terminator stuff or that kind of thing, but it's, it's really going to transform the world, I think, to a degree even greater than the cars.

And then we've got. And I think we have a shot at being in production for version one of Optimus, hopefully next year.

And in the. And it's. Cybertruck is coming next year will be in production with Cybertruck. Next year will be a production with the Roadster and with semi. So that's all. All coming.

So we've got a. This year is all about scaling up. And then next year there's going to be a massive wave of new products. So.

And. Yeah, so. And now let us deliver our first Tesla cars. Made in Texas.

What have we here?

So we're gonna smash the window again.

I didn't break my hammer this time.

Forgot the hammer. So, anyway, welcome, friends. So awesome to have you guys little.

You want me to do it?

I feel like I've broken enough things around.

No, maybe we'll pass.

Next time.

Next time. I promise. I promise.

Is there anything you want to say about the Cybertruck?

Cybertruck is going to be awesome. I mean, you see it here, you've seen it before, you see it over there. It's worth. It's worth the wait, believe me.

Yeah, well worth the wait. It's gonna be awesome.

I. I think this will be our magnum opus. And I mean, you can see some of the changes we've made already. There are no handles.

Who needs handles? The cot can tell that you're there and it just knows that needs to open.

So.

So I think we're gonna have an incredible Cybertruck product for you next year.

It's gonna blow your mind.

And.

Yeah.

So, yeah, there is no other truck. Yeah, everything else fails in comparison. This is the only one you need.

So anyway, we can't. We can't wait to build this here and deliver them to you. Sorry for the delay. It's been. It's been an intense couple years, but we're going to have this for you next year and you're going to. It's going to be great. And it's going to be like just a whole one kick ass product after another starting next year and then some cool stuff that we haven't even talked about. So let's see. Thanks again for coming.

I hope you're having a great time.

Yeah. Here at Tesla, we believe in throwing great parties. So let's get this party started.

And have a fantastic time tonight. I love you guys.

It.