埃隆·马斯克和特斯拉放弃电动汽车了吗？
Are Elon Musk And Tesla Giving Up on EVs?
译文简介
特斯拉是全球最大的电动汽车制造商之一，但公司已经改变了其使命。CEO埃隆·马斯克已经投入了数十亿美元用于自动驾驶汽车和类人机器人——仅在自动驾驶和驾驶辅助方面就投入了100亿美元。看好者认为这是特斯拉的未来，没有这个方向，公司的当前股价被高估了。看空的投资者则认为特斯拉已经放弃了最初的使命，这些新举措不会带来回报。
正文翻译
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电动汽车制造商之一，但公司已经改变了其使命。CEO埃隆·马斯克已经投入了数十亿美元用于自动驾驶汽车和类人机器人——仅在自动驾驶和驾驶辅助方面就投入了100亿美元。看好者认为这是特斯拉的未来，没有这个方向，公司的当前股价被高估了。看空的投资者则认为特斯拉已经放弃了最初的使命，这些新举措不会带来回报。
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Elon never set a deadline he couldn't miss.
埃隆从来不会设定一个他不能错过的最后期限。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
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.
整个讨论忽视了一个事实，那就是火车、公交和公共交通在运送大量人群方面比小车和自动驾驶汽车更高效。
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?
自动驾驶很酷，但如果他们放弃了他们在电动汽车市场上的主导地位，那就很有风险。特别是现在竞争这么激烈——比亚迪、福特，甚至现代也在崛起。他们是在轻易放弃这个市场吗？
Musk has destroyed his own brand with his politics. Too many people won’t touch anything with his name attached now.
马斯克已经因为他的政治观点毁掉了自己的品牌。现在太多人不愿意接触任何带有他名字的东西。
Thanks for showing the actual founders of Tesla. Too many still think Elon started the company.
感谢你展示特斯拉的实际创始人。太多人仍然认为是埃隆创办了这家公司。
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.
埃隆曾有一次机会制造出负担得起的电动汽车，但他却选择了他那场酮类药物引发的梦境——赛博卡车。现在中国人将主导市场，已经太晚了。我感谢特斯拉员工对电动汽车发展的贡献，但我认为公司本身正面临严重问题。太多虚幻产品，缺乏能够让大众负担得起的硬件。
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
你忘了提到赛博越野车的灾难。整个组装线建好了，现在他们不能卖这些车，而且在一些国家它们甚至无法获得批准，因为它们对行人构成危险。
Remember the robots at the robotaxi event were manned by humans and played off as AI.
记得机器人出租车活动上那些机器人是由人操作的，但却被当作是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.
特斯拉电动汽车唯一的救命稻草是美国政府。如果中国的电动汽车能够在美国销售而不受限制，特斯拉早就完了。马斯克自己也承认了这一点。
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.
任何特朗普接触到的东西都会死掉。我真的是摸不着头脑，埃隆怎么会自毁前程，毕竟他为特斯拉所做的一切。埃隆身边都是听话的人，所以除非他离开特斯拉，否则他将很难被赶走。特斯拉的品牌已经因为他自己而受损，除非他离开，否则特斯拉很难发展。
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.
我现在开的是电动汽车。我喜欢电动机的安静和快速响应，但我一点也不喜欢智能化或驾驶辅助系统。事实上，我讨厌偶尔电动汽车给出的指令和警告。让电动汽车只是一辆车，而不是机器人或AI。
Tesla is a sinking ship
特斯拉是一个沉船。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
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属于特斯拉，那股价可能更有道理，但它们并不在其中。特斯拉不会主导电动汽车、机器人出租车、机器人或AI领域。这些领域的竞争非常激烈。
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个机器人为他们擦屁股。
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.
当埃隆公开要求你坚持持有股票时，你就知道他已经很绝望了，完全不知道该怎么办。甚至不得不让特朗普来推销，这真的很可悲。
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显得不切实际。为了证明其目前的市值，特斯拉每年需要卖出近1300万辆车。相比之下，丰田每年销售超过700万辆车，只需要卖出这一数量就能与其市值相匹配。这个对比突显了特斯拉的销量与股票价值之间的巨大差距，尤其是考虑到特斯拉每年仅销售大约十分之一的数量就能与其市值相匹配。虽然股票估值不仅仅基于销量，但这一视角凸显了特斯拉在将盈利与股票价值对齐方面面临的挑战。
Musk wanted Tesla to go into the home battery and solar panel markets too.
马斯克也想让特斯拉进入家用电池和太阳能面板市场。
Elon Musk giving up on EVs is like Picasso giving up on paint. Feels more like a pivot than a retreat
埃隆·马斯克放弃电动汽车就像毕加索放弃绘画。感觉更像是一次转型而非撤退。
2 seat taxi, that's a stupid idea to begin with.
两座出租车，这本来就是个愚蠢的想法。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
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.
就在特斯拉开始作为一家汽车公司运作时，马斯克失去了兴趣。他在全自动驾驶的骗局上失败得很惨，所以他想出了一个新项目——未来的机器人，实际上没人需要这种东西。就像FSD汽车一样，富人可以负担得起机器人，他们也许会很高兴在家里有一个低薪的仆人，这些机器人来自低成本国家。
马斯克根本不了解普通人想要什么，那么他怎么能成功地构思出会引发病毒式传播的产品呢？
特斯拉的股票很快会回到一个汽车公司该有的市盈率。到时候，马斯克将会卖掉他的股份，专注于新的幻想项目，这些项目将会吸引那些真正相信他幻想的投资者。比如殖民火星，植入大脑芯片，机器人做家务。
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).
为什么没人谈论充电网络？我是来自欧洲的前特斯拉车主，所以不清楚美国的具体情况。但是在欧洲，只有特斯拉拥有所需的充电网络。买特斯拉的主要原因就是它的超级充电网络。不是因为汽车外观，不是因为马斯克，也不是因为自动驾驶——仅仅是因为有了一个强大的充电网络，电动汽车才在日常使用中真正有用了。所以在我看来，特斯拉和马斯克确实在分心和偏离原本已经在进行的计划上犯了错（顺便一提，字面上也有个意思）。
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.
没有马斯克，特斯拉就只会是一家汽车公司。作为一家汽车公司，特斯拉的股票如果和其他汽车公司比较，估值要高出90%。
没有激光雷达的汽车，在恶劣天气条件下的视野不够清晰。所以，它不能做到100%时间的全自动驾驶。
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国开始高科技制造的公司。我对他们和埃隆·马斯克很有敬意。他应该更多地专注于建设更多的超级工厂，生产其他产品，并转型为原始设备制造商（OEM），继续汽车业务，因为那是一个很棒的产品。
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.
埃隆应该放弃……放弃生活，放弃成为一个体面的人，放弃一切！我祈祷特斯拉破产，永远被遗忘，和埃隆一起成为历史上的一个不幸章节。
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
那些期望特斯拉成为苹果的人，特斯拉不是。它是电动汽车的未来，他的宏大计划并不是为了制造最好的汽车。
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.
没有任何事情能让特斯拉的市值接近2万亿美元，这简直是个笑话。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.
这完全是一个有偏见的攻击性文章。你没有说很多关键内容。CNBC浪费了我的时间。
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，埃隆最后说的话是“坚持持有你的股票”，而他正是我卖掉特斯拉股票的原因。他疯了，只要他还是公司的一部分并且是股东，我就会远离它。
Musk: "The future we're headed for is one where you can literally just have anything you want."
If you're a billionaire.
马斯克：“我们即将迈向的未来，你几乎可以拥有任何你想要的东西。”
如果你是个亿万富翁的话。
Elon created his Skynet system...and now wants to make robots with a human form.
Didn't they already make this movie?
埃隆创造了他的天网系统……现在还想做出有人的形态的机器人。
难道他们之前没拍过这部电影吗？
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?
特斯拉让驾驶变得没有乐趣。很多人就是喜欢开车，享受驾驶的乐趣。如果是自动驾驶，那哪里还有乐趣和挑战？
At first I was like "wow a commercial electric vehicle from Tesla", now "I want my first EV from BYD or Vinfast".
一开始我想，“哇，特斯拉的商用电动车”，现在我想，“我想从比亚迪或Vinfast买我的第一辆电动车”。
How can you make a research video like this and have 100 % of the people involved are bashing Elon and Tesla. It is incredible.
怎么能做这样一个研究视频，里面的100%的人都在批评埃隆和特斯拉。真是不可思议。
And now there is a class action lawsuit against Tesla for falsifying the odometers.
现在有集体诉讼指控特斯拉伪造了车速表的读数。
Who’s received their refund for the roadster yet? Elon is a loser of epic proportions.
谁收到了Roadster的退款？埃隆真的是个极其失败的人。
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.
特斯拉股票被过度炒作，估值过高，根本不合逻辑。我们一直在等待特斯拉股票自我调整。不幸的是，大多数特斯拉已变成了新奇的家电，特别是赛博越野旅行车，缺乏风格、做工和内饰功能，很多人想要的比如实体按钮都没有。市场需要的是中型到大型的SUV，而不是小型到中型的轿车。我确实要给他们很大的信用，因为他们开创了电动汽车市场，并且在车辆和生产技术上有很多突破。
Model Y is "most" popular ...is because everything else is banned
Model Y之所以“最”受欢迎...是因为其他的都被禁了。
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车制造商大众的28倍，而销量仅为大众的五分之一，仍然有些人不认为这些股票被高估了。
Still up 60% in 1 year. UP 510% 5 years...
一年上涨60%。五年上涨510%...
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
FSD works pretty damn good. Anyone telling you otherwise has not used it and lacks any credibility.
FSD真的表现得相当不错。任何告诉你不行的人，肯定没用过它，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”是配送服务的说法，不适用于FSD。那些特斯拉超级粉丝没有理性思考，他们在为他们的空想愿望找借口。特斯拉根本没有自动驾驶汽车，而很多其他公司实际上已经有了。
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.
看到大家说比亚迪把特斯拉碾压了，我倒是想去试驾一辆比亚迪，但我住在美国，这在这里做不到。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
I think a $25k Tesla would have been an excellent move. It’s a shame they ditched the idea.
我觉得一辆2.5万美元的特斯拉会是一个非常好的选择。可惜他们放弃了这个想法。
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为什么对特斯拉这么偏见。几乎他们每个关于特斯拉的视频都有负面的语气和结论。
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.
这有道理。随着政府政策转向本土化，如果人们不想从事制造业，替代的自然方式就是机器人技术。而且考虑到汽车运输行业的周期性，人们不愿意支付高利率购买新车。
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，当股价上涨时都很安静，但股价下跌时他们变得异常吵闹。
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?
这么多人对这个试图为人类创造下一个伟大事物的人抱有仇恨，真是奇怪。为什么突然之间会有这么多的仇恨？曾经支持他的人现在却开始批评他……到底发生了什么变化？
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，特斯拉作为一家公司怎么会有这种“价值”？他们的车难看，做工质量堪忧，曾多次对他们的车和功能撒谎，那个“赛博卡车”简直就是一个移动的垃圾桶。那么这种价值是从哪里来的呢？
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.
老实说，这是一个非常悲观的公司观点，并且高估了中国汽车制造商。如果情况真的这么糟糕，那几乎所有美国汽车制造商都会注定破产。
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.
我们都知道，埃隆对自动驾驶的预测是建立在不切实际的乐观上，认为解决自动驾驶问题会很容易。结果证明这极其困难，经过多年没有实现目标，大多数公司早就放弃了。埃隆没有放弃，现在离实现承诺已经很近了。
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.
特斯拉的问题在于他们根本无法制造出他们想要制造的东西。埃隆擅长做出无法兑现的承诺，但在执行方面并不擅长。他可以说机器人即将到来，但这并不能改变这个技术至少几十年才可能实现的事实。不管埃隆怎么高看自己，他也不可能做到这一点。
The ultimate self driving electric vehicles are trains. They have been already self driving for more than 3 decades now.
终极的自动驾驶电动车是火车。它们已经实现了三十多年自动驾驶。
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.
埃隆不仅是个傻子，他还是个残忍的人。你总是能在房间里找到最大的傻子，只要找到最残忍的就行。房间里最聪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！！！在真正的牛市来临之前买入。
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.
人们总是忘记了，随着时间的推移，他从未失败过。那家伙是个工作狂，而且非常执着。他不会失败，会全力以赴地实现目标。是的，他的时间表往往远远落后。但尽管如此，他总是能实现自己的目标。不要低估一个拥有无限资金的天才。
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.
公司应该分拆成两到三个部门，专注于不同的产品。视频中有很多很好的观点。
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.
我认为埃隆是一个伟大的CEO，拥有伟大的愿景。正是埃隆让特斯拉成为了今天的伟大公司。
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.
他们会比预期更早实现自动驾驶。想想看，我们这一代（至少是X世代）曾经被告知，本世纪初我们就会有飞行汽车。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
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…
对我来说已经太晚了，我去年七月买了一辆Model Y，完全没想到那家伙接下来的几个月会做些什么。实际上，我喜欢这辆车，但我已经60多岁，住在费城外30到45分钟的一个美丽庄园里。车子停在车库里充电，明天要去做第一次6,250英里的轮胎换位。大概每月开700英里，所以我猜这应该远远低于现在大多数司机的平均水平。我爱上了自动驾驶功能。按个按钮，告诉车子我要去哪里，它就会从车库开出来，把我送到目的地……然后自动停车。
“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.
“全自动驾驶”既是一个超级酷的技术，同时又是一个完全没有价值的选项。实际的价值主张是：1）你想要一个机器人司机，或者 2）你希望你的车作为 Uber 出租车运作，承担所有的磨损和滥用，且没有监督的基础设施所面临的风险。我甚至不会给一个司机 50 美分让我坐车，更不会付钱让一个机器人在高速公路或任何道路上冒险，且所有技术和环境都保持理想状态。
特斯拉的 Optimus 机器人也有类似的价值主张，只是你想要一个管家，但得到的却是一个笨拙、无效的负担，而不是能够完成任务的东西（再一次，伪装成“真正酷”的技术）。
特斯拉是一个惨败。
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 的目光短浅令人震惊。等到特斯拉继续增长，超越那些所谓末日论的 30 天时，他们就会变成为 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.
中国的人形机器人在许多方面已经非常有竞争力，甚至可能在很多方面超越了 Optimus。
他只是在多元化发展，同时他涉足电动汽车、人工智能、太空、政治、卫星、机器人技术、能源存储和电池等领域。
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
埃隆是一个糟糕的微观管理者，他根本不知道自己在说什么，而且拒绝从各自领域的真正专家那里获得建议。他使用廉价的营销手段来炒作特斯拉股票，只是为了确保自己的期权。特斯拉的失败完全是他自己的责任。他宁愿把钱花在误导投资者上，而不是投资任何电动车的突破性技术。真令人难过，他在电动车领域的10年领先优势最终什么也没得到。他在做的是和英特尔一样的事情——把懂行业的CEO赶走，换上了一个营销型的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?
他曾承诺到2030年生产2000万辆车。
他不仅放弃了汽车事业，埃隆·马斯克是否放弃了特斯拉？
由于他，许多人不再购买他的车，他真的认为人们会购买他签名的机器人吗？
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.
我能理解这可能让投资者感到不安，但我不明白为什么那么多人不理解一家公司随时代发展，像特斯拉，或者说埃隆，提供人们需要或想要的产品。作为一个特斯拉投资者，我从未将特斯拉视为一家汽车制造商。我一直认为它是一家技术公司，着眼于人们未来的需求，并朝着那个方向转型。我认为埃隆能看到，我们因为泄露了我们的知识产权而让中国领先于我们，却没有做任何保护措施。人们会购买他们能买到的最便宜的电动车，他们并不关心其中涉及多少被盗的知识产权、低薪劳工或没有环境监管的问题。我们说我们关心，但我们的行动却表明我们并不在乎。
我们必须跳跃到下一个层次。是否投资无所谓，但特斯拉将继续存在很多年，只是可能不会再是今天的样子。特斯拉总是会开创新的事物，每个人都会为此兴奋，然后只要埃隆还在掌舵，它就会失去兴趣，转而去追求下一个令人兴奋的事情。他从来不是为了赚钱，而是为了站在技术的最前沿。那才是他想要的地方。