저자: ChamathPalihapitiya · 외국인
요약 보기
인플레이션으로 기업 실적 타격이 예상되며 글로벌 경기침체가 2단계로 진행될 수 있다고 주장. 테슬라는 원자재·부품 원가 상승(부품 가격 20~30% 인상 요구), 모델3 가격 상승(약 4만 달러), 모델X 약 13만 달러 등으로 압박받는 상황. 경영진(머스크)이 가격 인상을 인정했고, 기술 리더십과 모델3 판매 호조는 긍정적으로 평가. 다만 발언 전반은 과거 상황 설명 위주이며, 주가에 대한 명확한 1~3개월 방향 예측은 제한적.
다듬은 글
Inflation is causing a massive slump in the world economy. According to well-known financial analyst Chamus Palihabisha, most companies will suffer significant setbacks as a result. And you might have something for Tesla investors. Welcome back to Everything Tesla Facts. Everyone, the fact that production costs have gone up, Tesla's cars have gotten more expensive, and the competition is becoming more formidable every day is no longer news.
Elon Musk, the CEO of Tesla, has acknowledged on multiple occasions in recent months that the EV company has been negatively impacted by inflation, which has slowed down production and delivery rates. Tesla and other EV companies may need to brace themselves for a rough ride in the upcoming months due to the continuously rising prices of raw materials.
In a recent interview, Chamat Palihaba, CEO of Social Capital, discussed the ominous outlook for Tesla and the reasons why investors might wish to sell their stock before the major meltdown. For more information, keep watching. However, before we begin, please remember to hit the like button, subscribe, and enable notifications if you enjoy this kind of content so that you may be informed about all of Tesla's developments.
Chimat Polyhabisha, the CEO of Social Capital and a Canadian venture capitalist, expressed his concerns about the recent global crisis, which has had a significant impact on companies such as Tesla. Tesla has been having trouble keeping its head above water throughout the inflation crisis. Even though it has made every effort to boost production while keeping prices as low as possible, the global recession has not yet arrived according to Jamat Palihapisha and businesses will experience a terrible recession in the years to ahead despite the existing dire economic conditions.
Chumat Polyhabesha's recent warning may merit some attention because he is not a novice in the financial industry or in investment which is likely one of the reasons he was included on Forb's list of billionaires in 2021. To find out why Chomers Pali Habisha believes that Tesla might not be a wise investment right now, watch the video through to the conclusion.
The global economy is currently in the first phase of the recession which will be divided into two phases. According to stock investors, the supply side and the demand side, it might move into the second stage if appropriate controls aren't in place. Polyhabisha explained that before the second stage of the recession can start, the world economy must go through a process of removing all the extra money that has been invested and reducing demand.
Equities will eventually come under pressure. During this phase which the stock investor believes will be indicated by a decrease in personal savings, credit delinquencies and a greater incentive for people to return to the employment. Polyhabisha claimed in an interview in 2021 that the economy is on the verge of a major financial catastrophe which will have a significant impact on numerous businesses.
Speaking about the monetary policies of the period, the venture capitalist predicted that asset prices would rise as a result of excessive money printing. He added that this will have the unintended consequence of driving up the price of commodities which cannot be brought under control. Anticipate significant governmental reforms and necessary policy implementation.
According to the investor, there will inevitably come a time when prices and spending rise while income and revenue continue to fall since it is impossible to determine actual supply and demand when there is too much money in circulation. Polyhaba's example makes it clear that Tesla needs to execute in order to escape the crisis, not merely make announcements.
Elon Musk has acknowledged the negative consequences of inflation. Most commodities had price increases of over 9.1%. in June. While Tesla raised the prices of all of its car models in the same month, with some of its items seeing price increases of up to tilda 6,000, according to a May estimate, EV battery prices are expected to rise by 22% over the next four years, potentially leading to more price increases for Tesla vehicles.
The current price of the Model 3 is approximately $40,380, which is an increase from its former price of about $10,000. Similarly, Tesla's most costly vehicle, the Model XPlad, is now for sale for almost $130,000. If you were considering purchasing one of these vehicles, you might want to reconsider.
In an attempt to make EVs more accessible and affordable, Elon Musk stated that he intends to offer an electric car for as little as $25,000. However, as production prices increased recently, the CEO quickly declared that the idea was put on hold for the time being. Do you believe that Tesla will eventually lower its vehicle prices?
Tell us below. Musk acknowledged that it has been extremely challenging to keep product pricing within a reasonable range given that suppliers are asking for cost hikes of 20 to 30% for parts from last year to the end of this year and that inflation is at a 40 to 50year high. Therefore, there may also be a lot of pressure there.
It is obvious that the EV company is going through some really difficult circumstances which could be challenging to get out of if serious actions are not done. According to Musk raising the prices of Tesla's cars may sound irrational, but considering the company's record profits earlier this year, it is actually fairly inevitable.
There is a lengthy waiting for these cars, he continued, and it might last until the following year. We may argue that Tesla chose a pretty severe stance to control inflation, particularly for its customers, who would be the ones who suffer the most from the price increase, given some of the vehicles that will still be ordered.
On closer inspection, though, the car maker might have just done what it had to do. The macroeconomic environment, which is a significant factor in determining corporate performance, is outside the company's control. According to Polyhabasha, Musk disclosed that there are no appreciable advances in the extraction or refinement of lithium, and the government continues to print money in excess.
If that continues to be the case, product prices may rise more. However, there is currently a shortage of supply and manufacturer of these new raw materials, which has led to competition among businesses for the different resources. Zack Kirkhorn, the CFO for Tesla, made a suggestion that while the firm is not directly impacted by the increased cost of raw materials, the pressures on costs may increase as its supplier contracts expire.
Given that Musk had previously lamented the effects of supply chain constraints last year, characterizing them as the most challenging supply chain hurdles that Tesla has ever encountered, it is possible that the company is currently encountering significant supply issues. Additionally, things can get a little more challenging given the recent inflation situation.
Since Musk asserted that the official figures are actually low and that the exact extent of inflation is unknown, these supply and manufacturing cost problems may actually be more extensive than the public realizes. Therefore, lowering inflation will be a remedy in this case. Let's hope inflation declines because Musk has stated that Tesla can reduce the cost of its vehicles.
Additionally, the CEO stated that the current pricing just accounts for the likely increase in Tesla's expenses. If this rise does indeed occur, prices may drop considerably. Polyhabesha is not totally pessimistic about the performance of Tesla's shares. He is actually rather optimistic about the firm and its stock, and he thinks that Tesla has unparalleled technological experience and sophistication.
In fact, he's likely to be supported by the majority of Tesla enthusiasts. According to the investor, Tesla has been expanding, taking chances, and has now discovered the product, the Model 3, that will enable it to expand its market share. Given that Tesla's Model 3 sales have been phenomenal since its launch, we can agree with Polyhaba on this one.
Additionally, the investor thinks that Tesla is an undisputed electrification leader with unquestionable substance. Regarding Elon Musk, Polyhabasha stated that despite criticism for missing numerous project deadlines, the Tesla CEO is still fulfilling his commitment to commercialize electrification with a level of experience that is superior to that of its rivals.
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