저자: ChamathPalihapitiya · 외국인
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테슬라는 2023년 상반기 기준 나머지 19개 전기차 업체 판매량 합계보다 많이 팔리며 전기차 시장을 주도하고 있다는 주장이다. 발언자는 고금리와 노조 파업에 따른 임금 인상이 미국 전통 완성차 업체(스텔란티스, GM, 포드)의 수익성을 압박해 기존 업체 생존이 어려워질 수 있다고 봤다. 사이버트럭 출시가 큰 화제성과 후광 효과를 일으키고, 향후 토요타·혼다 등과의 FSD 라이선스 계약 가능성도 언급했다. 기술 혁신과 소프트웨어 기반 차량 업데이트를 강점으로 꼽았다. 반면 분석가들은 테슬라가 일반 자동차 회사처럼 보이며 밸류에이션이 지속 가능하지 않다고 본다는 반론이 소개됐다. 생산비 상승과 인플레이션으로 생산·인도 속도가 둔화된 점도 언급됐다. 2021년 인터뷰에서 발언자는 대규모 금융위기 가능성과 과잉 통화 발행에 따른 자산 가격 상승을 경고했다. 그럼에도 발언자는 테슬라가 경기 침체에도 생존할 역량이 있고 기술 우위가 확고하다며 테슬라와 주식에 대체로 강세 입장을 보였다. 모델3 등 신차 개선과 원자재 공급 확대 노력도 긍정적으로 평가됐다. 일론 머스크의 제품 출시 지연 문제는 지적되었지만, 전기화 상용화 목표는 달성 중이라고 평가했다. 전반적으로 테슬라의 장기 성장과 시장 지배력에 대해 낙관적 시각이 우세하다.
다듬은 글
as Tesla accelerates ahead are its competitors destined to eat dust Tech magnate chath Palapa faes a domination point where Tesla Reigns Supreme as the US auto maker the race to the top just shifted gears here's a stat that's going to blow everyone's mind ready in the first half of 2023 Tesla outsold the other 19 EV car makers combined sold I do think that you're going to just have a little bit of belt tightening in the in the consumer I think this is interesting I think you know Troth you're right that at the same time that the auto companies are facing what you'd expect to be reduced demand because no one can afford a car payment at these higher interest rates the unions are going on strike demanding oh I think this is exist higher wages for a 4-day work week how does this work day work week I think that the the labor deal is an existential risk to the unionized Auto industry in America and I'm not opining on whether this deal should or should not happen I'm just making an observation if the deal as announced happens and you sensitize stellantis GM and Ford's p&l to these new terms and then you compare that against non-unionized highly automated organizations like Tesla and rivian it's going to be very difficult for the established Auto IND to survive right chamat paba has just made a bold prediction about Tesla and according to him the car compan is going to Skyrocket to top us automaker in just 18 months Tesla Bull and investment expert chamat Palapa recently gave insight into what Tesla investing is actually all about the investment expert noted that while things seem to be a bit discouraging at the moment there's still a lot more than what lies just under the surface chamat ptia is no newbie in the world of finance and Investments once winning a spot on the Forbes list of billionaires in 2021 therefore his recent warning may be something that is worth attention but what has he said make sure you stick around until the end to see what shamat Palapa has said regarding his thoughts about this buying opportunity for Tesla investors truck is going to be huge if you go out and you talk to pickup truck owners and you got to talk to all of you can't just talk to 65y olds who drive F150s you talk to 30-y olds 40y old we go out do that what you find is people love the look of the Cyber truck the Cyber truck will be out in about two weeks it's going to be a rolling billboard and you're G to see it and you're G to get excited about it and you may not buy a pickup truck but you're going to go to the Tesla website you say wow that's really neat what is it I I can't even imagine the social media Buzz that you're G to get when that cyber truck starts rolling all across America and there's a halo effect that will come with that they'll ignite the entire franchise that's one two they didn't talk about this I'm not sure why but there will be at some point an FSD licensing deal with another OEM it's probably going to be like a Toyota or a Honda and that's going to get people very excited because there's going to be other FSD FSD uh uh licensing deals and then for Tesla things have been pretty successful in disrupting the traditional automotive industry Tesla's got its innovative electric vehicles and Cutting Edge technology while some analysts are skeptical about Tesla's future prospects the company remains a leader in the EV market and has the potential to continue innovating and disrupting the automotive industry according to experts Tesla's success can be attributed to its focus on Innovation and the ability to disrupt the traditional automotive industry the company has equipped its vehicles with advanced technology things like driving capabilities that are done by Ai and robots and over the a software updates which have all helped it to stay ahead of its competition but could this strength sustain the car company through this period of rising competition let's find out hey guys guys welcome back to Tesla tomorrow Tesla has been a game changer in the automative industry with its innovative electric cars and Cutting Edge technology the company's rapid rise to become the world's most valuable car maker could Mark the start of a new era for the automotive industry as a whole defined by a Silicon Valley approach to software that is overtaking old school manufacturing knowhow while some analysts like Sanford C berstein and JP Morgan believe that Tesla is increasingly looking like a regular auto company and that its valuation is increasingly unsustainable it doesn't change the fact that Tesla remains a leader in the EV market and has the potential to continue Innovation and disrupting the automative industry e e interesting thing about Tesla is that although the automaker is currently viewed as the biggest EV manufacturer globally its EVS are still growing for instance Tesla is planning to update the whole interior of its cars to make them more modern and simplistic since that is what the owner spends the most of their time in also according to Tesla all model wise are now produced at its Shanghai Factory and are equipped with an updated suspension system Tesla has optimized the model y's shock absorber compression dampening while allowing the vehicle to pass through low-speed impact sections with less dampening Force which will result in fewer bumps for the car and allow for a more sustainable ride likewise the model 3 from 2024 is supposed to come with improved drivetrain that will kick out more electrical ponies than ever before this is why Tesla Remains the top of the game the automative experts says that the automaker will keep reducing cars that are better and ones that have more interesting features even though it may take a lot to do so it's no longer news then that Tesla's production costs have gone up and the competition is getting stronger by the day several times in the past Tesla CEO Elon Musk has admitted to the harsh effect of inflation on the EV company which has caused its production and delivery rates to slow down reacting to this Canadian VCH capitalist and CEO of Social Capital jamat paba has recently shared his fears regarding the global recession which has greatly affected businesses just like Tesla according to him Tesla has been struggling amidst an inflation crisis and despite the efforts to increase production while limiting cost in the best way possible the automaker still struggles to keep its head above the water in 2021 ptia stated in an interview that the economy is at the beginning of a great financial crisis which will have an enormous effect on many companies speaking on the monetary policies at the time the venture capitalist has said that the excessive printing of money will lead to an increase in asset pricing ptia noted that true supply and demand cannot be known with excess money and circulation this would eventually keep a lead to the point where prices and expenditure increase while income and revenue keep plummeting will be a real concern however PIAA is not entirely bullish on Tesla's performance in fact he's rather bullish on the company and its stock as a whole and he believes that Tesla's got the capacity to survive even in the case of an economic crash he believes that Tesla's technological sophistication is second to none and most Tesla enthusiasts will agree with him the Tesla stock investor once described Tesla as a company that has been growing taking risks and finally found the production that will allow it to make a product that will unlock its market growth and that product is the model 3 also the investor believes that Tesla is a clear winner in electrification and its substance is irrefutable speaking about Elon Musk Palapa has said that Tesla Executives may actually be called out for not meeting many of their product deadlines musk is still living up to what he signed up for which is to commercialize electrification with an experience that surpasses that of its competitors Tesla isn't just standing by waiting for things to escalate as this could not only spell Doom for the company but also its investors as well for instance to mitigate the effects of inflation Elon Musk has said that Tesla is working with its existing suppliers to determine how it can accelerate the production of raw materials as quickly as possible it is obvious then that Tesla is unwilling to back down in its quest to promote transition to sustainable energy even with the current economic straints and it could eventually live through these crises if efforts are made to focus on limiting cost and meeting the rising demands but what do you think about Chamas P happy years comment about Tesla let us know down below and for more exciting updates on Tesla
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