埃隆·馬斯克和特斯拉放棄電動(dòng)汽車了嗎？
Are Elon Musk And Tesla Giving Up on EVs?
譯文簡介
特斯拉是全球最大的電動(dòng)汽車制造商之一，但公司已經(jīng)改變了其使命。CEO埃隆·馬斯克已經(jīng)投入了數(shù)十億美元用于自動(dòng)駕駛汽車和類人機(jī)器人——僅在自動(dòng)駕駛和駕駛輔助方面就投入了100億美元?？春谜哒J(rèn)為這是特斯拉的未來，沒有這個(gè)方向，公司的當(dāng)前股價(jià)被高估了?？纯盏耐顿Y者則認(rèn)為特斯拉已經(jīng)放棄了最初的使命，這些新舉措不會(huì)帶來回報(bào)。
正文翻譯
Tesla is one of the largest EV makers in the world, but the company has changed its mission. CEO Elon Musk has invested billions into autonomous cars and humanoid robots - $10 billion into autonomy and driver assistance alone. Bulls say this is Tesla’s future and without it the company’s current share price is overvalued. Bearish investors say Tesla has abandoned its original mission and that these new initiatives won’t pay off.
特斯拉是全球最大的電動(dòng)汽車制造商之一，但公司已經(jīng)改變了其使命。CEO埃隆·馬斯克已經(jīng)投入了數(shù)十億美元用于自動(dòng)駕駛汽車和類人機(jī)器人——僅在自動(dòng)駕駛和駕駛輔助方面就投入了100億美元。看好者認(rèn)為這是特斯拉的未來，沒有這個(gè)方向，公司的當(dāng)前股價(jià)被高估了?？纯盏耐顿Y者則認(rèn)為特斯拉已經(jīng)放棄了最初的使命，這些新舉措不會(huì)帶來回報(bào)。
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Elon never set a deadline he couldn't miss.
埃隆從來不會(huì)設(shè)定一個(gè)他不能錯(cuò)過的最后期限。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.flyercoupe.com 轉(zhuǎn)載請(qǐng)注明出處
The entire conversation misses the fact that trains and buses and public transit are more efficient at moving lots of people than pods and self driving cars.
整個(gè)討論忽視了一個(gè)事實(shí)，那就是火車、公交和公共交通在運(yùn)送大量人群方面比小車和自動(dòng)駕駛汽車更高效。
Autonomous driving is cool, but if they abandon the EV market dominance they built, that’s risky. Especially with so much competition now—BYD, Ford, even Hyundai stepping up. Are they just giving that ground away?
自動(dòng)駕駛很酷，但如果他們放棄了他們?cè)陔妱?dòng)汽車市場(chǎng)上的主導(dǎo)地位，那就很有風(fēng)險(xiǎn)。特別是現(xiàn)在競爭這么激烈——比亞迪、福特，甚至現(xiàn)代也在崛起。他們是在輕易放棄這個(gè)市場(chǎng)嗎？
Musk has destroyed his own brand with his politics. Too many people won’t touch anything with his name attached now.
馬斯克已經(jīng)因?yàn)樗恼斡^點(diǎn)毀掉了自己的品牌。現(xiàn)在太多人不愿意接觸任何帶有他名字的東西。
Thanks for showing the actual founders of Tesla. Too many still think Elon started the company.
感謝你展示特斯拉的實(shí)際創(chuàng)始人。太多人仍然認(rèn)為是埃隆創(chuàng)辦了這家公司。
Elon had one chance to make affordable EVs but instead, he decided to go with his ketamine fever dream Cybertruck. Now the Chinese are going to dominate and it is too late. I thank Tesla employees for their contributions to EV development but I think the company itself is in serious trouble. Too much vaporware, not enough affordable hardware for the masses.
埃隆曾有一次機(jī)會(huì)制造出負(fù)擔(dān)得起的電動(dòng)汽車，但他卻選擇了他那場(chǎng)酮類藥物引發(fā)的夢(mèng)境——賽博卡車?，F(xiàn)在中國人將主導(dǎo)市場(chǎng)，已經(jīng)太晚了。我感謝特斯拉員工對(duì)電動(dòng)汽車發(fā)展的貢獻(xiàn)，但我認(rèn)為公司本身正面臨嚴(yán)重問題。太多虛幻產(chǎn)品，缺乏能夠讓大眾負(fù)擔(dān)得起的硬件。
You forgot to mention the cybertruck fiasco. The whole assembly line that they built and now they can't sell them and in some countries they can't even get them approved because they are dangerous to pedestrians
你忘了提到賽博越野車的災(zāi)難。整個(gè)組裝線建好了，現(xiàn)在他們不能賣這些車，而且在一些國家它們甚至無法獲得批準(zhǔn)，因?yàn)樗鼈儗?duì)行人構(gòu)成危險(xiǎn)。
Remember the robots at the robotaxi event were manned by humans and played off as AI.
記得機(jī)器人出租車活動(dòng)上那些機(jī)器人是由人操作的，但卻被當(dāng)作是AI。
The only thing saving Tesla EVs is the US government. If China could sell EVs in the US without restrictions, Tesla would be toast. Musk admitted this.
特斯拉電動(dòng)汽車唯一的救命稻草是美國政府。如果中國的電動(dòng)汽車能夠在美國銷售而不受限制，特斯拉早就完了。馬斯克自己也承認(rèn)了這一點(diǎn)。
Anything that trump touches or touches trump dies. I’m literally scratching my head on Elon’s self destruct mode after everything he’s been through to make Tesla what it is today. Elon has his stooges on the board so it’s going to be impossible to kick him out. Elon has yes people around him and unless he leaves Tesla, it’s going to be impossible for Tesla to grow as the brand has been damaged by Elon himself.
任何特朗普接觸到的東西都會(huì)死掉。我真的是摸不著頭腦，埃隆怎么會(huì)自毀前程，畢竟他為特斯拉所做的一切。埃隆身邊都是聽話的人，所以除非他離開特斯拉，否則他將很難被趕走。特斯拉的品牌已經(jīng)因?yàn)樗约憾軗p，除非他離開，否則特斯拉很難發(fā)展。
I am driving an EV. I love the quietness and fast response of the electric motor, but nothing about the intelligence or driving assistance. In fact I hate the occasional instructions and warnings given by the EV. Let EV be a car, not a robot or AI.
我現(xiàn)在開的是電動(dòng)汽車。我喜歡電動(dòng)機(jī)的安靜和快速響應(yīng)，但我一點(diǎn)也不喜歡智能化或駕駛輔助系統(tǒng)。事實(shí)上，我討厭偶爾電動(dòng)汽車給出的指令和警告。讓電動(dòng)汽車只是一輛車，而不是機(jī)器人或AI。
Tesla is a sinking ship
特斯拉是一個(gè)沉船。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.flyercoupe.com 轉(zhuǎn)載請(qǐng)注明出處
If SpaceX and Starlix were part of Tesla then the stock price might be more justifiable, but they're not. Telsa isn't going to dominate EVs, robotaxis, robotics or AI. There's high competition in all of these areas.
如果SpaceX和Starlix屬于特斯拉，那股價(jià)可能更有道理，但它們并不在其中。特斯拉不會(huì)主導(dǎo)電動(dòng)汽車、機(jī)器人出租車、機(jī)器人或AI領(lǐng)域。這些領(lǐng)域的競爭非常激烈。
I'm more scared by the huge cult of Elmo wanting a robot to wipe their ass for them.
我更害怕的是那些埃隆崇拜者想要一個(gè)機(jī)器人為他們擦屁股。
When Elon asked you publicly to hang on to your stock, you know he's desperate, and doesn't have any idea what to do. So much so that he had to get Trump to do the sales push, which is really rather pathetic.
當(dāng)埃隆公開要求你堅(jiān)持持有股票時(shí)，你就知道他已經(jīng)很絕望了，完全不知道該怎么辦。甚至不得不讓特朗普來推銷，這真的很可悲。
Tesla's stock valuation has often seemed unrealistic. To justify its current market cap, Tesla would need to sell nearly 13 million cars annually. In contrast, Toyota, which sells over 7 million cars a year, only needs to sell that amount to match its market cap. This comparison highlights the disparity between Tesla's sales and its stock value, especially considering Tesla sells roughly one-tenth of the cars needed to match its market cap. While stock valuations aren't solely based on sales figures, this perspective underscores the challenge Tesla faces in aligning its profitability with its stock value.
特斯拉的股票估值常常顯得不切實(shí)際。為了證明其目前的市值，特斯拉每年需要賣出近1300萬輛車。相比之下，豐田每年銷售超過700萬輛車，只需要賣出這一數(shù)量就能與其市值相匹配。這個(gè)對(duì)比突顯了特斯拉的銷量與股票價(jià)值之間的巨大差距，尤其是考慮到特斯拉每年僅銷售大約十分之一的數(shù)量就能與其市值相匹配。雖然股票估值不僅僅基于銷量，但這一視角凸顯了特斯拉在將盈利與股票價(jià)值對(duì)齊方面面臨的挑戰(zhàn)。
Musk wanted Tesla to go into the home battery and solar panel markets too.
馬斯克也想讓特斯拉進(jìn)入家用電池和太陽能面板市場(chǎng)。
Elon Musk giving up on EVs is like Picasso giving up on paint. Feels more like a pivot than a retreat
埃隆·馬斯克放棄電動(dòng)汽車就像畢加索放棄繪畫。感覺更像是一次轉(zhuǎn)型而非撤退。
2 seat taxi, that's a stupid idea to begin with.
兩座出租車，這本來就是個(gè)愚蠢的想法。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.flyercoupe.com 轉(zhuǎn)載請(qǐng)注明出處
Just when Tesla started to work as a car company, Musk lost interest in it. He failed spectacularly to deliver on his FSD con, so he came up with a new gig. Futuristic robots that no one needs. Like the FSD car, rich people who can afford a robot is pretty happy having a poorly paid slave around the house from a low cost country.
Musk has no idea what an ordinary person wants, so how can he be successful at conceiving products that will have viral appeal.
Tesla stock will soon go back to a PE of a car company. By then, Musk will have sold his shares to focus on new fantasy plays he can sell to investors that actually buy into his fantasy. Like colonizing Mars. Putting a chip in your brain. Robots doing your house hold chores.
就在特斯拉開始作為一家汽車公司運(yùn)作時(shí)，馬斯克失去了興趣。他在全自動(dòng)駕駛的騙局上失敗得很慘，所以他想出了一個(gè)新項(xiàng)目——未來的機(jī)器人，實(shí)際上沒人需要這種東西。就像FSD汽車一樣，富人可以負(fù)擔(dān)得起機(jī)器人，他們也許會(huì)很高興在家里有一個(gè)低薪的仆人，這些機(jī)器人來自低成本國家。
馬斯克根本不了解普通人想要什么，那么他怎么能成功地構(gòu)思出會(huì)引發(fā)病毒式傳播的產(chǎn)品呢？
特斯拉的股票很快會(huì)回到一個(gè)汽車公司該有的市盈率。到時(shí)候，馬斯克將會(huì)賣掉他的股份，專注于新的幻想項(xiàng)目，這些項(xiàng)目將會(huì)吸引那些真正相信他幻想的投資者。比如殖民火星，植入大腦芯片，機(jī)器人做家務(wù)。
Why is nobody talking about the charging network? I’m a former Tesla owner from Europe so I don’t know the specifics in the US. But in Europe, only Tesla has the required charging network. The main reason someone would buy a Tesla is its supercharger network. Not car aesthetics, not Elon, not autonomy - only the fact that an EV with a great charging network is actually useful for every day use. So imo, Tesla ans Elon really messed up with their distractions and deviations from their original plans that were already in motion (pun intended).
為什么沒人談?wù)摮潆娋W(wǎng)絡(luò)？我是來自歐洲的前特斯拉車主，所以不清楚美國的具體情況。但是在歐洲，只有特斯拉擁有所需的充電網(wǎng)絡(luò)。買特斯拉的主要原因就是它的超級(jí)充電網(wǎng)絡(luò)。不是因?yàn)槠囃庥^，不是因?yàn)轳R斯克，也不是因?yàn)樽詣?dòng)駕駛——僅僅是因?yàn)橛辛艘粋€(gè)強(qiáng)大的充電網(wǎng)絡(luò)，電動(dòng)汽車才在日常使用中真正有用了。所以在我看來，特斯拉和馬斯克確實(shí)在分心和偏離原本已經(jīng)在進(jìn)行的計(jì)劃上犯了錯(cuò)（順便一提，字面上也有個(gè)意思）。
Without Musk, Tesla will be just a car company. For just an car company the stock is 90% overpriced if you compared it with other car companies.
An car without lidar cannot see good enough in bad weather conditions. So it cannot be a full self driving car 100% of the time.
沒有馬斯克，特斯拉就只會(huì)是一家汽車公司。作為一家汽車公司，特斯拉的股票如果和其他汽車公司比較，估值要高出90%。
沒有激光雷達(dá)的汽車，在惡劣天氣條件下的視野不夠清晰。所以，它不能做到100%時(shí)間的全自動(dòng)駕駛。
Tesla is the only company who started high tech manufacturing in USA. I have respect for them and for Elon Musk. He should focus more on building giga factories for rest of the products and pivot into OEM Manufacturing service and continue car buisness since it's a great product.
特斯拉是唯一一家在美國開始高科技制造的公司。我對(duì)他們和埃隆·馬斯克很有敬意。他應(yīng)該更多地專注于建設(shè)更多的超級(jí)工廠，生產(chǎn)其他產(chǎn)品，并轉(zhuǎn)型為原始設(shè)備制造商（OEM），繼續(xù)汽車業(yè)務(wù)，因?yàn)槟鞘且粋€(gè)很棒的產(chǎn)品。
Elon should just give up …. on life, on ever being a decent person, on everything! I pray Tesla goes bankrupt and relegated to an unfortunate point in history along with Elon.
埃隆應(yīng)該放棄……放棄生活，放棄成為一個(gè)體面的人，放棄一切！我祈禱特斯拉破產(chǎn)，永遠(yuǎn)被遺忘，和埃隆一起成為歷史上的一個(gè)不幸章節(jié)。
People expecting Tesla to be Apple, it’s not. It’s the future of EVs, his big plan is not about building the best car
那些期望特斯拉成為蘋果的人，特斯拉不是。它是電動(dòng)汽車的未來，他的宏大計(jì)劃并不是為了制造最好的汽車。
There is NOTHING about Tesla that should make its market cap almost 2 Trillion USD
That's a freaking joke. Nobody in their right mindset could be bullish on that.
沒有任何事情能讓特斯拉的市值接近2萬億美元，這簡直是個(gè)笑話。任何理智的人都不可能看好它。
This is such a biased hit piece. So much you failed to say. CNBC is wasting my time with this.
這完全是一個(gè)有偏見的攻擊性文章。你沒有說很多關(guān)鍵內(nèi)容。CNBC浪費(fèi)了我的時(shí)間。
The funny thing is the last thing Elon said was "hold on to your stock" when he's the reason I sold my Tesla stock. He's unhinged and as long as he's a part of the company and a shareholder I will steer clear of it.
有趣的是，埃隆最后說的話是“堅(jiān)持持有你的股票”，而他正是我賣掉特斯拉股票的原因。他瘋了，只要他還是公司的一部分并且是股東，我就會(huì)遠(yuǎn)離它。
Musk: "The future we're headed for is one where you can literally just have anything you want."
If you're a billionaire.
馬斯克：“我們即將邁向的未來，你幾乎可以擁有任何你想要的東西?！?br /> 如果你是個(gè)億萬富翁的話。
Elon created his Skynet system...and now wants to make robots with a human form.
Didn't they already make this movie?
埃隆創(chuàng)造了他的天網(wǎng)系統(tǒng)……現(xiàn)在還想做出有人的形態(tài)的機(jī)器人。
難道他們之前沒拍過這部電影嗎？
Tesla takes the fun out of driving. There are a lot of people who just love getting behind the wheel and driving. Just driving. If it's self-driving, where's the fun and challenge?
特斯拉讓駕駛變得沒有樂趣。很多人就是喜歡開車，享受駕駛的樂趣。如果是自動(dòng)駕駛，那哪里還有樂趣和挑戰(zhàn)？
At first I was like "wow a commercial electric vehicle from Tesla", now "I want my first EV from BYD or Vinfast".
一開始我想，“哇，特斯拉的商用電動(dòng)車”，現(xiàn)在我想，“我想從比亞迪或Vinfast買我的第一輛電動(dòng)車”。
How can you make a research video like this and have 100 % of the people involved are bashing Elon and Tesla. It is incredible.
怎么能做這樣一個(gè)研究視頻，里面的100%的人都在批評(píng)埃隆和特斯拉。真是不可思議。
And now there is a class action lawsuit against Tesla for falsifying the odometers.
現(xiàn)在有集體訴訟指控特斯拉偽造了車速表的讀數(shù)。
Who’s received their refund for the roadster yet? Elon is a loser of epic proportions.
誰收到了Roadster的退款？埃隆真的是個(gè)極其失敗的人。
Tesla stock was overhyped, overvalued and never made sense. We were all waiting for the Tesla stock to right itself. Unfortunately most Tesla's have become novelty appliances especially cyber truck, lacking style, fit / finish and interior features many desired such as hard buttons. Market wants medium to large S.U.V. not small to medium sedans. I do give them much credit to starting the B.E.V. market and many of their technology both in vehicle and in production.
特斯拉股票被過度炒作，估值過高，根本不合邏輯。我們一直在等待特斯拉股票自我調(diào)整。不幸的是，大多數(shù)特斯拉已變成了新奇的家電，特別是賽博越野旅行車，缺乏風(fēng)格、做工和內(nèi)飾功能，很多人想要的比如實(shí)體按鈕都沒有。市場(chǎng)需要的是中型到大型的SUV，而不是小型到中型的轎車。我確實(shí)要給他們很大的信用，因?yàn)樗麄冮_創(chuàng)了電動(dòng)汽車市場(chǎng)，并且在車輛和生產(chǎn)技術(shù)上有很多突破。
Model Y is "most" popular ...is because everything else is banned
Model Y之所以“最”受歡迎...是因?yàn)槠渌亩急唤恕?/b>
In December, Tesla's market cap was 28 times higher than that of the 2nd largest car manufacturer in the world, Volkswagen, while selling only 1/5th of the number of cars, and some people still didn't think that the stocks were overpriced.
去年12月，特斯拉的市值是全球第二大汽車制造商大眾的28倍，而銷量僅為大眾的五分之一，仍然有些人不認(rèn)為這些股票被高估了。
Still up 60% in 1 year. UP 510% 5 years...
一年上漲60%。五年上漲510%...
原創(chuàng)翻譯：龍騰網(wǎng) http://www.flyercoupe.com 轉(zhuǎn)載請(qǐng)注明出處
FSD works pretty damn good. Anyone telling you otherwise has not used it and lacks any credibility.
FSD真的表現(xiàn)得相當(dāng)不錯(cuò)。任何告訴你不行的人，肯定沒用過它，缺乏任何可信度。
"To get to the last mile" is an expression that applies to delivery services, not FSD. These Tesla superfans are not thinking rationally; they are expressing rationalizations for their pie-in-the-sky wishes. Tesla has ZERO self driving cars while many other companies actually do.
“最后一公里”是配送服務(wù)的說法，不適用于FSD。那些特斯拉超級(jí)粉絲沒有理性思考，他們?cè)跒樗麄兊目障朐竿医杩?。特斯拉根本沒有自動(dòng)駕駛汽車，而很多其他公司實(shí)際上已經(jīng)有了。
All these comments saying how BYD blows Tesla out of the water makes me want to test drive a BYD, but I live in America where that isnt possible.
看到大家說比亞迪把特斯拉碾壓了，我倒是想去試駕一輛比亞迪，但我住在美國，這在這里做不到。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.flyercoupe.com 轉(zhuǎn)載請(qǐng)注明出處
I think a $25k Tesla would have been an excellent move. It’s a shame they ditched the idea.
我覺得一輛2.5萬美元的特斯拉會(huì)是一個(gè)非常好的選擇?？上麄兎艞壛诉@個(gè)想法。
I don’t understand the obsession of CNBC against Tesla . Practically every single video they make about Tesla has negative tone and conclusion
我不明白CNBC為什么對(duì)特斯拉這么偏見。幾乎他們每個(gè)關(guān)于特斯拉的視頻都有負(fù)面的語氣和結(jié)論。
It makes sense. With more of a pivot from our government towards on-shoring, if people don't want to work in manufacturing the natural way to replace it, is with robotics.
Also add to the fact that automotive transportation is very cyclical and people don't want to pay for a new vehicle with relatively higher interest rates.
這有道理。隨著政府政策轉(zhuǎn)向本土化，如果人們不想從事制造業(yè)，替代的自然方式就是機(jī)器人技術(shù)。而且考慮到汽車運(yùn)輸行業(yè)的周期性，人們不愿意支付高利率購買新車。
Those shorted Tesla were so quiet when the stock were up, but they became so noisy when the stock was down
那些做空特斯拉的人，當(dāng)股價(jià)上漲時(shí)都很安靜，但股價(jià)下跌時(shí)他們變得異常吵鬧。
The amount of hate for this man who’s trying to create the next big thing for humans is strange. Why is there so much hatred suddenly? The same people who used to cheer for him now bash him.. HMM what’s changed?
這么多人對(duì)這個(gè)試圖為人類創(chuàng)造下一個(gè)偉大事物的人抱有仇恨，真是奇怪。為什么突然之間會(huì)有這么多的仇恨？曾經(jīng)支持他的人現(xiàn)在卻開始批評(píng)他……到底發(fā)生了什么變化？
I really wonder how in the world is this possible that tesla as a company has this "value"? Their cars are ugly, their build quality is questionable, they lied on multiple occassions bout their cars and their features, the "cybertruck" is literally a mobile trash container. So where does this value come from?
我真不明白，特斯拉作為一家公司怎么會(huì)有這種“價(jià)值”？他們的車難看，做工質(zhì)量堪憂，曾多次對(duì)他們的車和功能撒謊，那個(gè)“賽博卡車”簡直就是一個(gè)移動(dòng)的垃圾桶。那么這種價(jià)值是從哪里來的呢？
Honestly this is a very pessimistic view of the company and an overestimate of Chinese auto makers. If things are truly that bleak then nearly all US automakers would be destined for bankruptcy.
老實(shí)說，這是一個(gè)非常悲觀的公司觀點(diǎn)，并且高估了中國汽車制造商。如果情況真的這么糟糕，那幾乎所有美國汽車制造商都會(huì)注定破產(chǎn)。
We all know that Elon's projections for FSD was based on unreasonable optimism that solving automated driving would be easy. Turns out it is extremely difficult, and after several years of not accomplishing their goal, most companies would have given up. Elon has not given up, and is now close to delivering as promised.
我們都知道，埃隆對(duì)自動(dòng)駕駛的預(yù)測(cè)是建立在不切實(shí)際的樂觀上，認(rèn)為解決自動(dòng)駕駛問題會(huì)很容易。結(jié)果證明這極其困難，經(jīng)過多年沒有實(shí)現(xiàn)目標(biāo)，大多數(shù)公司早就放棄了。埃隆沒有放棄，現(xiàn)在離實(shí)現(xiàn)承諾已經(jīng)很近了。
The problem with Tesla is that they just cannot make the stuff they want to make. Elon is great at making unfulfilled promises, but not really at executing on them. He can say robots are coming all he wants, but that doesn't change the fact that this tech is decades out, if even that. We just don't have the means to create that, and no matter how highly Elon thinks of himself, he's not capable of doing this.
特斯拉的問題在于他們根本無法制造出他們想要制造的東西。埃隆擅長做出無法兌現(xiàn)的承諾，但在執(zhí)行方面并不擅長。他可以說機(jī)器人即將到來，但這并不能改變這個(gè)技術(shù)至少幾十年才可能實(shí)現(xiàn)的事實(shí)。不管埃隆怎么高看自己，他也不可能做到這一點(diǎn)。
The ultimate self driving electric vehicles are trains. They have been already self driving for more than 3 decades now.
終極的自動(dòng)駕駛電動(dòng)車是火車。它們已經(jīng)實(shí)現(xiàn)了三十多年自動(dòng)駕駛。
Elon is not just an idiot, he's cruel. One can always find the biggest idiot in the room, just locate the cruelest. The smartest person in the room tends to be the kindest.
埃隆不僅是個(gè)傻子，他還是個(gè)殘忍的人。你總是能在房間里找到最大的傻子，只要找到最殘忍的就行。房間里最聰明的人往往是最善良的。
Tesla is the best company out there!!! Buy before the true bull run happens.
特斯拉是最棒的公司?。?！在真正的牛市來臨之前買入。
People forget about how with time he has never failed. Dude is a workaholic and obsessed. He will not fail and will go all in to accomplish the goals. Yes, his timelines are way way way off. All that said he always comes through. Don’t underestimate a genius with unlimited funds.
人們總是忘記了，隨著時(shí)間的推移，他從未失敗過。那家伙是個(gè)工作狂，而且非常執(zhí)著。他不會(huì)失敗，會(huì)全力以赴地實(shí)現(xiàn)目標(biāo)。是的，他的時(shí)間表往往遠(yuǎn)遠(yuǎn)落后。但盡管如此，他總是能實(shí)現(xiàn)自己的目標(biāo)。不要低估一個(gè)擁有無限資金的天才。
The company should be broken up into two or three units to focus on the different products. There are many great points in this video.
公司應(yīng)該分拆成兩到三個(gè)部門，專注于不同的產(chǎn)品。視頻中有很多很好的觀點(diǎn)。
I think that Elon is a great CEO with a great vision. Elon is the man who made Tesla the great company it has become.
我認(rèn)為埃隆是一個(gè)偉大的CEO，擁有偉大的愿景。正是埃隆讓特斯拉成為了今天的偉大公司。
They will be autonomous sooner than later. Just think how many times we in Gen X atleast were told we'd have flying cars early this century.
他們會(huì)比預(yù)期更早實(shí)現(xiàn)自動(dòng)駕駛。想想看，我們這一代（至少是X世代）曾經(jīng)被告知，本世紀(jì)初我們就會(huì)有飛行汽車。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.flyercoupe.com 轉(zhuǎn)載請(qǐng)注明出處
Too late for me, I bought a Model Y last July with NO clue what the nut would be doing in the months ahead. I actually like the car but I’m late 60’s, live on a beautiful estate 30-45 minutes outside Philly. Charge in the garage and going tomorrow for its first 6,250 tire rotation. That’s about 700 miles a month, so I’m guessing that’s no where near typical of an average driver these days. I LOVE the autopilot. Push a button, tell the car where to drive me, it pulls out the garage, drives me there…and parks itself. So…
對(duì)我來說已經(jīng)太晚了，我去年七月買了一輛Model Y，完全沒想到那家伙接下來的幾個(gè)月會(huì)做些什么。實(shí)際上，我喜歡這輛車，但我已經(jīng)60多歲，住在費(fèi)城外30到45分鐘的一個(gè)美麗莊園里。車子停在車庫里充電，明天要去做第一次6,250英里的輪胎換位。大概每月開700英里，所以我猜這應(yīng)該遠(yuǎn)遠(yuǎn)低于現(xiàn)在大多數(shù)司機(jī)的平均水平。我愛上了自動(dòng)駕駛功能。按個(gè)按鈕，告訴車子我要去哪里，它就會(huì)從車庫開出來，把我送到目的地……然后自動(dòng)停車。
“Full self driving” is simultaneously a super-cool technology and an utterly worthless option. The actual value proposition is 1) you want a robot chauffeur or 2) you want your car to hire out as an Uber taxi, with all the wear and tear and abuse that unmonitored infrastructure is subject to. I wouldn’t pay a chauffeur 50 cents to drive me around, there’s no way I’d pay for a robot to risk my life on the freeway or on any road, subject to countless technologies and circumstances all remaining ideal.
The Tesla Optimus robot has the value proposition that now you want a butler, except you get a clumsy ineffective burden rather than something capable of accomplishing something (again, masquerading as “real cool” technology).
Tesla is a dismal failure.
“全自動(dòng)駕駛”既是一個(gè)超級(jí)酷的技術(shù)，同時(shí)又是一個(gè)完全沒有價(jià)值的選項(xiàng)。實(shí)際的價(jià)值主張是：1）你想要一個(gè)機(jī)器人司機(jī)，或者 2）你希望你的車作為 Uber 出租車運(yùn)作，承擔(dān)所有的磨損和濫用，且沒有監(jiān)督的基礎(chǔ)設(shè)施所面臨的風(fēng)險(xiǎn)。我甚至不會(huì)給一個(gè)司機(jī) 50 美分讓我坐車，更不會(huì)付錢讓一個(gè)機(jī)器人在高速公路或任何道路上冒險(xiǎn)，且所有技術(shù)和環(huán)境都保持理想狀態(tài)。
特斯拉的 Optimus 機(jī)器人也有類似的價(jià)值主張，只是你想要一個(gè)管家，但得到的卻是一個(gè)笨拙、無效的負(fù)擔(dān)，而不是能夠完成任務(wù)的東西（再一次，偽裝成“真正酷”的技術(shù)）。
特斯拉是一個(gè)慘敗。
The short sightedness of CNBS is staggering. They'll be the same people applauding Elon and Tesla when the keep growing past the 30 days of the dooms day talk
CNBS 的目光短淺令人震驚。等到特斯拉繼續(xù)增長，超越那些所謂末日論的 30 天時(shí)，他們就會(huì)變成為 Elon 和特斯拉鼓掌的人。
Chinese humanoid robots are already highly competitive and potentially ahead of Optimus in many ways today
He is just diversifying, at the same time he is into EV's, AI, space, politics, satellites, robotics, energy storage and batteries, etc.
中國的人形機(jī)器人在許多方面已經(jīng)非常有競爭力，甚至可能在很多方面超越了 Optimus。
他只是在多元化發(fā)展，同時(shí)他涉足電動(dòng)汽車、人工智能、太空、政治、衛(wèi)星、機(jī)器人技術(shù)、能源存儲(chǔ)和電池等領(lǐng)域。
Elon is a terrible micromanager that has no idea on what he is talking about and refuses to get advice from the real experts in their fields. He uses cheap marketing ploys to pump Tesla stock just so that he can secure his options. Teslas downfall is solely on him. He would much rather spend money on misleading investors rather than invest in any new ground breaking technologies for EVs. It’s real sad that his 10 year lead in EVs amounted to nothing. He is doing what intel did. Got rid of CEOs that understood what industry they were in and put in a marketing CEO
埃隆是一個(gè)糟糕的微觀管理者，他根本不知道自己在說什么，而且拒絕從各自領(lǐng)域的真正專家那里獲得建議。他使用廉價(jià)的營銷手段來炒作特斯拉股票，只是為了確保自己的期權(quán)。特斯拉的失敗完全是他自己的責(zé)任。他寧愿把錢花在誤導(dǎo)投資者上，而不是投資任何電動(dòng)車的突破性技術(shù)。真令人難過，他在電動(dòng)車領(lǐng)域的10年領(lǐng)先優(yōu)勢(shì)最終什么也沒得到。他在做的是和英特爾一樣的事情——把懂行業(yè)的CEO趕走，換上了一個(gè)營銷型的CEO。
He once promised 20 million cars produced by 2030.
He is not only giving up on cars but Is Elon Musk giving up on Tesla?
Many people are not buying his cars thanks to him, does he really think, people will buy his robots signed Musk?
他曾承諾到2030年生產(chǎn)2000萬輛車。
他不僅放棄了汽車事業(yè)，埃隆·馬斯克是否放棄了特斯拉？
由于他，許多人不再購買他的車，他真的認(rèn)為人們會(huì)購買他簽名的機(jī)器人嗎？
I can see where this might be unsettling for investors, however, I am not sure how so many people don't understand a company that evolves with the times and the products that Tesla, or Elon, if you will, that people will need or want. I am a Tesla investor, but I have never thought of Tesla as an automaker. I've always thought of it as a tech company that looks ahead at what people will want or need and pivots towards them. I think Elon can see that we allowed China to move ahead of us by revealing our IP and doing nothing to protect it. People will buy the cheapest EV they can buy, and they do not care how much stolen IP, or underpaid labor, or non-existent environmental regulations are involved in the making of their car. We say we care, but our actions show we do not.
我能理解這可能讓投資者感到不安，但我不明白為什么那么多人不理解一家公司隨時(shí)代發(fā)展，像特斯拉，或者說埃隆，提供人們需要或想要的產(chǎn)品。作為一個(gè)特斯拉投資者，我從未將特斯拉視為一家汽車制造商。我一直認(rèn)為它是一家技術(shù)公司，著眼于人們未來的需求，并朝著那個(gè)方向轉(zhuǎn)型。我認(rèn)為埃隆能看到，我們因?yàn)樾孤读宋覀兊闹R(shí)產(chǎn)權(quán)而讓中國領(lǐng)先于我們，卻沒有做任何保護(hù)措施。人們會(huì)購買他們能買到的最便宜的電動(dòng)車，他們并不關(guān)心其中涉及多少被盜的知識(shí)產(chǎn)權(quán)、低薪勞工或沒有環(huán)境監(jiān)管的問題。我們說我們關(guān)心，但我們的行動(dòng)卻表明我們并不在乎。
我們必須跳躍到下一個(gè)層次。是否投資無所謂，但特斯拉將繼續(xù)存在很多年，只是可能不會(huì)再是今天的樣子。特斯拉總是會(huì)開創(chuàng)新的事物，每個(gè)人都會(huì)為此興奮，然后只要埃隆還在掌舵，它就會(huì)失去興趣，轉(zhuǎn)而去追求下一個(gè)令人興奮的事情。他從來不是為了賺錢，而是為了站在技術(shù)的最前沿。那才是他想要的地方。