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新聞周刊:馬斯克的豪賭:特斯拉能為汽車制造帶來革新嗎?(5)

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‘Ahead of the Industry’

“行業領先”
Musk has amplified the damage by becoming publicly defensive, surly and just plain weird.
馬斯克變得更加公開地防御性、粗暴和怪異,從而放大了這種傷害。
But for all the bad press and unforced errors, Mr.Teflon and his company still have plenty of fans.
但盡管媒體對特富龍的負面報道和非迫不得已的失誤,特富龍和他的公司仍有很多粉絲。
“Betting against Tesla is total stupidity,” says Trip Chowdhry, managing director of equity research at Global Equities Research.
“做空特斯拉完全是愚蠢的,”環球股票研究股票研究董事總經理特里•喬杜里表示。
“Show me any company in the world in any industry where people sign up for a $50,000 product without seeing it first.
“讓我看看世界上任何一個行業的公司,在那里,人們注冊了一款價值5萬美元的產品,卻沒有首先看到它。”
Whether the company makes 5,000 cars a day this month or next quarter doesn’t matter;
這家公司這個月還是下個季度每天生產5000輛汽車并不重要;
it’s still 500 times ahead of the rest of the industry.”
它仍然比其他行業領先500倍。
Chowdhry notes that Tesla’s edge over the electric car competition includes better batteries, efficiency-boosting manufacturing software and the cost advantage of direct sales without dealers or advertising, as well as a national network of high-speed charging stations.
喬杜里指出,特斯拉在電動汽車競爭中的優勢包括更好的電池、提高效率的制造軟件、無需經銷商或廣告的直接銷售的成本優勢,以及一個全國性的高速充電站網絡。
Oppenheimer’s Rusch has a more mixed view of the company’s prospects but agrees it can raise whatever cash it needs to allow it to keep going for at least a few more years.
奧本海默公司的魯西對公司前景的看法較為復雜,但他也認為,公司可以籌集到至少在未來幾年繼續經營下去所需的資金。
Musk is lauded for his engineering prowess and vision, for good reason.
馬斯克因其高超的工程技術和遠見卓識而備受贊譽,這是有充分理由的。
But his ability to inspire enough confidence to attract massive investment may be his greatest advantage over major ­competitors.
但他有能力激發足夠的信心,吸引大量投資,這可能是相對競爭對手最大的優勢。
“If Mercedes-Benz owned Tesla, the board would get impatient and pull the plug on it after it spent a few billion dollars,” says Noah Kindler, an executive at hot Silicon Valley electric vehicle startup Evelozcity.
“如果梅塞德斯-奔馳擁有特斯拉,董事會就會失去耐心,在花了數十億美元后就會叫停它,”硅谷熱門電動汽車初創公司Evelozcity的高管諾亞•金德勒表示。

5.jpg

And there are competitors.

還有很多競爭對手。
Jaguar Land Rover, owned by India’s Tata Motors, is about to roll out the Jaguar I-Pace, an electric luxury-performance car that early reviewers suggest may be a real contender in the high-end electric vehicle market.
印度塔塔汽車旗下的捷豹路虎即將推出捷豹I-Pace,這是一款電動豪華車,早期評論家認為它可能是高端電動汽車市場的真正競爭者。
Volvo’s hybrid and electric vehicle division, called Polestar, has also reportedly been readying an impressive all-electric car.
據報道,沃爾沃的混合動力和電動汽車部門“北極星”也準備推出一款令人印象深刻的純電動汽車。
Still, none has come close to garnering the attention and excitement of Tesla products.
不過,迄今為止,還沒有一家公司能像特斯拉的產品那樣引人注目,讓人興奮不已。
Sales of the company’s luxury models look solid: It delivered 50,000 of its pricey Models S (starting MSRP: $74,500) and X ($79,500) in the U.S. last year.
該公司豪華車型的銷量看起來很不錯:去年,該公司在美國交付了5萬輛昂貴的S(起價為74500美元)和X(79,500美元)。
And when the Model 3 production got off to a rocky start, the company responded at warp speed to fix a raft of manufacturing glitches—Musk led the effort himself (sleeping on the factory floor).
當Model 3的生產一開始遇到困難時,公司以驚人的速度修復了大量的制造故障——馬斯克親自領導了這項工作(睡在工廠的地板上)。
It is now producing the Model 3 sedan at an impressive rate of 6,000 a week;
目前,該公司正在以每周6000輛的驚人速度生產Model 3轎車;
the company claims it will deliver 100,000 by the end of this year.
該公司聲稱將在今年年底前交付10萬輛。
Musk’s defenders are confident he’ll overcome his current troubles.
穆斯克的辯護律師相信他能克服目前的困難。
“Even if Musk can’t do it in the time frame he talks about, he’ll do it within five years,” says Jason Freedman, a highly regarded Silicon Valley insider who just sold his third startup.
“即使馬斯克不能在他所說的時間框架內做到這一點,他也會在五年內做到,”備受推崇的硅谷內部人士賈森•弗里德曼表示。
“People shouldn’t pay attention to his debt or schedule; they should just pay attention to the quality of his product.
“人們不應該關注他的債務或時間表;他們應該只注意他產品的質量。
The pace of innovation of a Musk company is way ahead of anyone else.”
馬斯克的創新步伐遙遙領先于其他人。
Tesla recently struck a deal to manufacture 500,000 cars a year within three years in China, the world’s largest electric vehicle market.
特斯拉最近與中國達成協議,將在三年內每年生產50萬輛汽車。中國是全球最大的電動汽車市場。
A European plant won’t be far behind, the company says.
該公司表示,歐洲的工廠也不會遠遠落后。

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