印度網(wǎng)友討論：為什么馬斯克選擇退出印度？
Why did Elon Musk back off from India?
譯文簡(jiǎn)介
QA上印度網(wǎng)友對(duì)特斯拉推出印度市場(chǎng)的討論..
正文翻譯
Kanthaswamy Balasubramaniam Follow
Musk and India are like two very stubborn losers who are unable to compete with the best and fight with economic forces
Musk because he is paralyzed by China which now makes Superior Batteries, Superior Autonomous Driving Features and a Superior Transmission plus at 1/3 the price
His Truck couldn't cut it with Ford and those Gasoline Guzzlers
His Low Budget Car is a non starter due to the sheer supply chain hassles. The batteries will be 40% as good as Chinese batteries at the same price
He can't sell in US because frankly US isn't too keen on EVs anymore. US is losing Interest.
It's way too expensive to build charging infrastructure plus the Oil Companies are lobbying ferociously against Musk and Tesla
In Europe the Chinese are rapidly taking over plus the Locals like VW and Audi are plunging big into EVs and the competition is intense
In China, its a matter of time before he sells his Gigafactory to BYD or Chagan or Dongfeng and exits the country
You still have idiots who like Tesla and the ‘Angmo' brand of things (Angmo = White skin) but that's declining by the day
馬斯克和印度就像兩個(gè)非常頑固的失敗者，他們無法與最優(yōu)秀的人競(jìng)爭(zhēng)，也無法與經(jīng)濟(jì)力量抗?fàn)帯?br /> 馬斯克是被中國(guó)麻痹了，中國(guó)現(xiàn)在生產(chǎn)出了優(yōu)質(zhì)電池、優(yōu)質(zhì)自動(dòng)駕駛系統(tǒng)和優(yōu)質(zhì)變速器，并且價(jià)格只有美國(guó)產(chǎn)的三分之一。
他的卡車無法與福特和那些“油老虎”抗衡。
由于純粹的供應(yīng)鏈問題，他的低預(yù)算電動(dòng)汽車是不可能成功的。在同樣的價(jià)格下，他的電池容量?jī)H相當(dāng)于中國(guó)電池的40%。
他不能在美國(guó)銷售，因?yàn)樘孤实卣f，美國(guó)不再熱衷于電動(dòng)汽車了。美國(guó)正在對(duì)電動(dòng)汽車失去興趣。
建造充電基礎(chǔ)設(shè)施成本太高了，而且石油公司正在激烈地游說反對(duì)馬斯克和特斯拉。
在歐洲，中國(guó)人正在迅速接管市場(chǎng)，加上大眾和奧迪等本土汽車公司也在大舉進(jìn)軍電動(dòng)汽車，因此那里的競(jìng)爭(zhēng)非常激烈。
在中國(guó)，他把自己的超級(jí)工廠賣給比亞迪、長(zhǎng)安或東風(fēng)，然后離開這個(gè)國(guó)家只是時(shí)間問題。
仍然有一些白癡喜歡特斯拉和“Angmo”品牌的東西(Angmo =白皮膚)，但這種人正在一天天減少。
He wants India as a solo market for Tesla
His offer is for GOI to reduce import taxes on Tesla Cars made and imported from Berlin from 100% to 15% for 5 years
In exchange , he plans to invest $ 3 Billion into India to invest in EV Technology in India with a partner
On the other spectrum - the Indians stubbornly want to prove to the world that they can do things without Chinese help
Hence they kowtowed to Apple for the Iphone 15 and proudly built Apple phones in India despite the fact that Apple is playing a long losing game due to sheer lack of innovation against Chinese Brands like Huawei or xiaomi or Vivo which India is squeezing every day
Likewise Indians won't invite BYD and CATL and Nio and Xpeng and have JVs with Indian makers like Tata and Maruti like they did in the 1980s with Japanese brands and formed the basis for Indias near indigenous bike supply chain today
So they prefer decadent, has been big names from the West
And India has NOTHING TO OFFER ANYONE
Our workforce ain't exactly brimming with research brains
他希望印度成為特斯拉的獨(dú)有市場(chǎng)。
他的提議是政府在5年內(nèi)將從柏林生產(chǎn)和進(jìn)口的特斯拉汽車的進(jìn)口稅從100%降低到15%
作為交換，然后他再計(jì)劃在印度投資30億美元，與合作伙伴一起投資印度的電動(dòng)汽車技術(shù)。
另一方面，印度人固執(zhí)地想向世界證明，他們可以在沒有中國(guó)幫助的情況下做事。
因此，他們?cè)贗phone 15上向蘋果磕頭，并自豪地在印度生產(chǎn)蘋果手機(jī)，盡管事實(shí)上蘋果公司正在玩一場(chǎng)長(zhǎng)期的失敗游戲，因?yàn)樗鼘?duì)比華為等中國(guó)品牌來說缺乏創(chuàng)新。就像印度每天都在擠壓小米或Vivo 一樣，印度人不會(huì)再像上世紀(jì)80年代和日本企業(yè)那樣，邀請(qǐng)比亞迪、寧德時(shí)代、蔚來和小鵬，與塔塔和馬魯?shù)俚扔《戎圃焐探⒑腺Y企業(yè)，并像形成印度人如今本土掌控自行車供應(yīng)鏈一樣形成電動(dòng)汽車制造供應(yīng)鏈。所以他們更喜歡混日子，放任市場(chǎng)一直被來自西方的大牌占據(jù)，印度沒有什么可提供的，我們的員工隊(duì)伍中也沒有足夠的研究人才。
His offer is for GOI to reduce import taxes on Tesla Cars made and imported from Berlin from 100% to 15% for 5 years
In exchange , he plans to invest $ 3 Billion into India to invest in EV Technology in India with a partner
On the other spectrum - the Indians stubbornly want to prove to the world that they can do things without Chinese help
Hence they kowtowed to Apple for the Iphone 15 and proudly built Apple phones in India despite the fact that Apple is playing a long losing game due to sheer lack of innovation against Chinese Brands like Huawei or xiaomi or Vivo which India is squeezing every day
Likewise Indians won't invite BYD and CATL and Nio and Xpeng and have JVs with Indian makers like Tata and Maruti like they did in the 1980s with Japanese brands and formed the basis for Indias near indigenous bike supply chain today
So they prefer decadent, has been big names from the West
And India has NOTHING TO OFFER ANYONE
Our workforce ain't exactly brimming with research brains
他希望印度成為特斯拉的獨(dú)有市場(chǎng)。
他的提議是政府在5年內(nèi)將從柏林生產(chǎn)和進(jìn)口的特斯拉汽車的進(jìn)口稅從100%降低到15%
作為交換，然后他再計(jì)劃在印度投資30億美元，與合作伙伴一起投資印度的電動(dòng)汽車技術(shù)。
另一方面，印度人固執(zhí)地想向世界證明，他們可以在沒有中國(guó)幫助的情況下做事。
因此，他們?cè)贗phone 15上向蘋果磕頭，并自豪地在印度生產(chǎn)蘋果手機(jī)，盡管事實(shí)上蘋果公司正在玩一場(chǎng)長(zhǎng)期的失敗游戲，因?yàn)樗鼘?duì)比華為等中國(guó)品牌來說缺乏創(chuàng)新。就像印度每天都在擠壓小米或Vivo 一樣，印度人不會(huì)再像上世紀(jì)80年代和日本企業(yè)那樣，邀請(qǐng)比亞迪、寧德時(shí)代、蔚來和小鵬，與塔塔和馬魯?shù)俚扔《戎圃焐探⒑腺Y企業(yè)，并像形成印度人如今本土掌控自行車供應(yīng)鏈一樣形成電動(dòng)汽車制造供應(yīng)鏈。所以他們更喜歡混日子，放任市場(chǎng)一直被來自西方的大牌占據(jù)，印度沒有什么可提供的，我們的員工隊(duì)伍中也沒有足夠的研究人才。
Tesla is not stupid
They know Indias reputation of moving in on foreign players after a market has been built and taking over by harassing them with taxes and raids
They know India reneges on almost all promises. I don't say that. Wistrom, Cairn Energy, Ford, Harley Davidson and John Deere have all gone on record with the BAD FAITH OF INDIA INC
Likewise India isn't too interested in Tesla Cars
They too aim for Tata or Ambani to seize the Brand in a few years and kick Elon out after taking his money and technology
So it's clear Tesla and India are in bed for all reasons that have nothing to do with economics or market forces
Tesla shareholders dont like this
They want answers from Musk on why his shares lost 40% value and what he plans to do to combat losing sales in US and Europe and China
They want Musk to answer guarantees on what he will do if Tesla angers China who decides finally to stop buying Tesla. We did see the Apple sales plummet in China and a big factor in this was the Mate 60 but also the suspicion that the Iphones sold in China were assembled in India
Two Losers - One terrified of competition and another pumped up with fake nationalism
The result is highly likely to lead to another bungle
特斯拉并不愚蠢。
他們知道印度的名聲，印度慣用的手段是在市場(chǎng)建立之后就會(huì)收割外國(guó)玩家，并通過稅收和突襲檢查來騷擾它們。
他們知道印度幾乎違背了所有的承諾。這話可不是我這么說的，威斯特龍、凱恩能源、福特、哈雷戴維森和約翰迪爾都曾公開指責(zé)印度的不誠(chéng)信。
同樣，印度對(duì)特斯拉汽車也不太感興趣。
他們也希望塔塔或安巴尼在幾年內(nèi)奪取這個(gè)品牌，然后在拿走埃隆的資金和技術(shù)后把他趕出去。
因此，很明顯，特斯拉和印度能夠勾結(jié)在一起的原因與經(jīng)濟(jì)或市場(chǎng)力量因素?zé)o關(guān)。
特斯拉的股東不喜歡這樣，他們想從馬斯克那里得到答案，為什么他們的股票價(jià)值下跌了40%，以及他計(jì)劃采取什么措施來應(yīng)對(duì)在美國(guó)、歐洲和中國(guó)的銷售損失。
他們希望馬斯克做出保證，如果特斯拉激怒了中國(guó)，讓中國(guó)最終決定停止收購(gòu)特斯拉，他會(huì)怎么做。我們確實(shí)看到蘋果手機(jī)在中國(guó)的銷量暴跌，其中一個(gè)重要因素是Mate 60手機(jī)的發(fā)布，但也有人懷疑在中國(guó)銷售的iphone是在印度組裝的。
兩個(gè)失敗者——一個(gè)害怕競(jìng)爭(zhēng)，另一個(gè)充滿了虛假的民族主義。
這一結(jié)果極有可能導(dǎo)致另一次失敗。
They know Indias reputation of moving in on foreign players after a market has been built and taking over by harassing them with taxes and raids
They know India reneges on almost all promises. I don't say that. Wistrom, Cairn Energy, Ford, Harley Davidson and John Deere have all gone on record with the BAD FAITH OF INDIA INC
Likewise India isn't too interested in Tesla Cars
They too aim for Tata or Ambani to seize the Brand in a few years and kick Elon out after taking his money and technology
So it's clear Tesla and India are in bed for all reasons that have nothing to do with economics or market forces
Tesla shareholders dont like this
They want answers from Musk on why his shares lost 40% value and what he plans to do to combat losing sales in US and Europe and China
They want Musk to answer guarantees on what he will do if Tesla angers China who decides finally to stop buying Tesla. We did see the Apple sales plummet in China and a big factor in this was the Mate 60 but also the suspicion that the Iphones sold in China were assembled in India
Two Losers - One terrified of competition and another pumped up with fake nationalism
The result is highly likely to lead to another bungle
特斯拉并不愚蠢。
他們知道印度的名聲，印度慣用的手段是在市場(chǎng)建立之后就會(huì)收割外國(guó)玩家，并通過稅收和突襲檢查來騷擾它們。
他們知道印度幾乎違背了所有的承諾。這話可不是我這么說的，威斯特龍、凱恩能源、福特、哈雷戴維森和約翰迪爾都曾公開指責(zé)印度的不誠(chéng)信。
同樣，印度對(duì)特斯拉汽車也不太感興趣。
他們也希望塔塔或安巴尼在幾年內(nèi)奪取這個(gè)品牌，然后在拿走埃隆的資金和技術(shù)后把他趕出去。
因此，很明顯，特斯拉和印度能夠勾結(jié)在一起的原因與經(jīng)濟(jì)或市場(chǎng)力量因素?zé)o關(guān)。
特斯拉的股東不喜歡這樣，他們想從馬斯克那里得到答案，為什么他們的股票價(jià)值下跌了40%，以及他計(jì)劃采取什么措施來應(yīng)對(duì)在美國(guó)、歐洲和中國(guó)的銷售損失。
他們希望馬斯克做出保證，如果特斯拉激怒了中國(guó)，讓中國(guó)最終決定停止收購(gòu)特斯拉，他會(huì)怎么做。我們確實(shí)看到蘋果手機(jī)在中國(guó)的銷量暴跌，其中一個(gè)重要因素是Mate 60手機(jī)的發(fā)布，但也有人懷疑在中國(guó)銷售的iphone是在印度組裝的。
兩個(gè)失敗者——一個(gè)害怕競(jìng)爭(zhēng)，另一個(gè)充滿了虛假的民族主義。
這一結(jié)果極有可能導(dǎo)致另一次失敗。
Y Mi U Too Follow
Most american companies cant sell in India becos they are all froniter technology.
In india, mass-produced, cheaper alternatives where a lot of technological superiority and innovation is traded off for cheaper builds and easy to sell designs are much more prent. In India, only that approach can work.
India’s people are poor. Most dont even know what the T in Tesla is pronounced like. They beat their shrunken chests for two quarters of the local brandy and a packet of chicken biryani. They sell their own kids for one meal a day for one month. There is so much deprivation here that the news of Musk backing out of India cant even be the plate on these people’s next samosa can be served….
Why do you even want cars and roads?
India’s middle class is so greedy and forkin stupid with their claims
RESERVATIONS?
BULLET TRAINS??
SPACE ROCKETS???
大多數(shù)美國(guó)公司無法在印度銷售產(chǎn)品，因?yàn)樗麄兊漠a(chǎn)品采用的都是前沿技術(shù)。
在印度，這里能大量生產(chǎn)更便宜的替代品——擁有大量的技術(shù)優(yōu)勢(shì)和創(chuàng)新的產(chǎn)品被換成了更便宜的制造和易于銷售的設(shè)計(jì)——變得更為普通。在印度，只有這種方法才能奏效。
印度人民很窮。大多數(shù)人甚至不知道Tesla里的T是怎么發(fā)音的。他們捶打著干癟的胸膛，要了兩夸脫的本地白蘭地和一包雞肉印度米飯。他們?yōu)榱艘粋€(gè)月的一日一餐而出賣自己的孩子。這里有太多的貧困，馬斯克退出印度的消息甚至不能成為這些人下一頓印度咖喱餃的下飯談資....
你為什么要汽車和道路?
印度的中產(chǎn)階級(jí)是如此貪婪，還有著愚蠢的要求。
預(yù)訂嗎? 子彈頭列車? ? 太空火箭? ?
Most american companies cant sell in India becos they are all froniter technology.
In india, mass-produced, cheaper alternatives where a lot of technological superiority and innovation is traded off for cheaper builds and easy to sell designs are much more prent. In India, only that approach can work.
India’s people are poor. Most dont even know what the T in Tesla is pronounced like. They beat their shrunken chests for two quarters of the local brandy and a packet of chicken biryani. They sell their own kids for one meal a day for one month. There is so much deprivation here that the news of Musk backing out of India cant even be the plate on these people’s next samosa can be served….
Why do you even want cars and roads?
India’s middle class is so greedy and forkin stupid with their claims
RESERVATIONS?
BULLET TRAINS??
SPACE ROCKETS???
大多數(shù)美國(guó)公司無法在印度銷售產(chǎn)品，因?yàn)樗麄兊漠a(chǎn)品采用的都是前沿技術(shù)。
在印度，這里能大量生產(chǎn)更便宜的替代品——擁有大量的技術(shù)優(yōu)勢(shì)和創(chuàng)新的產(chǎn)品被換成了更便宜的制造和易于銷售的設(shè)計(jì)——變得更為普通。在印度，只有這種方法才能奏效。
印度人民很窮。大多數(shù)人甚至不知道Tesla里的T是怎么發(fā)音的。他們捶打著干癟的胸膛，要了兩夸脫的本地白蘭地和一包雞肉印度米飯。他們?yōu)榱艘粋€(gè)月的一日一餐而出賣自己的孩子。這里有太多的貧困，馬斯克退出印度的消息甚至不能成為這些人下一頓印度咖喱餃的下飯談資....
你為什么要汽車和道路?
印度的中產(chǎn)階級(jí)是如此貪婪，還有著愚蠢的要求。
預(yù)訂嗎? 子彈頭列車? ? 太空火箭? ?
The white man laughs at you everyday citing how your people sh*tes on the streets!
The chynese man laughs at you everyday citing how his companies are making mincemeat of your gareeb’s hard earned labour money by getting him addicted onto useless tiktok reels and sh*tty asian porn!!! The black man is laughing at your shrunken chests and your stunted children saying how even after you claimed to be richer than Africa your children cant even compete with him in ONE SINGL OLYMPIC MEDAL COMPETITION.
HAHAHAHAHAH! ALL of them are laughing at you, dear gareeb indian non-middle class!!
SAY FORK U to that middle class neighbour of yours who keeps typing on his ipad and eating at WOW MOMOs and farting in your hard earning face that toxic smarmy a*se dumb sh*te that he smokes every single day pandering to ugly high-caste parties like bajapa congress and gutter two cent scummy bosturds.
See your own face in the mirror once and tell me how you have been cast aside for 2 pegs of the local brandy and two kg chicken biryani! You dont need mars! You dont need TESLA!!!
What you need is universa healtcare, SINGLE SEAT FOR YOU BUMPY A*SEHOLE ON THE TRAIN BACK TO YOUR HOMETOWN!!! THREE MEALS A DAY OF HIGH QUALITY PRODUCE SO THAT YOU CAN ATLEAST GROW TALL ENOUGH TO BE CONSIDERED AN ADULT, if not being able to look your African peer at the same eye level !!! TO BE ABLE TO AT LEAST HAVE AN AC, A COMPUTER AND A COLLEGE degree for your kids tomorrow.
These middle class High caste log will defecate you with the same ease that they defecate their vile ideologies in your face!!! DONT FALL FOR THAT FECES, my dear INDIAN for if you do, you shall be forgone!!!!
白人每天嘲笑你們，說你們的人在街上拉屎!
中國(guó)人每天都嘲笑你，說他的公司讓你們的孩子沉迷于無用的抖音視頻和亞洲色情片，糟蹋了你們辛苦賺來的錢!! 黑人嘲笑你們萎縮的胸部和發(fā)育不良的孩子，說即使你們聲稱比非洲更富有，但你們的孩子甚至不能在一場(chǎng)奧運(yùn)比賽中與他競(jìng)爭(zhēng)獎(jiǎng)牌。
哈哈哈! 所有人都在嘲笑你們，親愛的印度非中產(chǎn)階級(jí)!
你們的中產(chǎn)階級(jí)鄰居一直在ipad上打字，在WOW MOMOs(印度連鎖快餐店)中吃飯，對(duì)著你辛苦賺錢的臉放屁，他們每天都吸著有毒的諂諛和愚蠢的屎，迎合像印度國(guó)大黨這樣丑陋的高種姓政黨和骯臟討人厭的人渣。
在鏡子里看看你們自己的臉，告訴我你們是如何因?yàn)閮杀?dāng)?shù)匕滋m地和兩公斤雞肉印度飯而被拋棄的! 你們不需要火星! 你們更不需要特斯拉!!
你們需要的是全民醫(yī)保，給你們這些顛簸的混蛋提供回家鄉(xiāng)的火車上的單座!! 一天三餐高質(zhì)量的農(nóng)產(chǎn)品，這樣你們至少可以長(zhǎng)得足夠高，被認(rèn)為是一個(gè)成年人，否則你們就不能和你們的非洲同齡人在同一視線水平上!! 明天至少能讓你們的孩子擁有一臺(tái)空調(diào)、一臺(tái)電腦和一個(gè)大學(xué)學(xué)位。
這些中產(chǎn)階級(jí)高種姓的人會(huì)像在你們面前排便一樣，將他們卑鄙的意識(shí)形態(tài)輕易地糊到你們臉上!! 親愛的印度人，不要相信那些糞便，如果你這樣做，你終將被拋棄!!!!
The chynese man laughs at you everyday citing how his companies are making mincemeat of your gareeb’s hard earned labour money by getting him addicted onto useless tiktok reels and sh*tty asian porn!!! The black man is laughing at your shrunken chests and your stunted children saying how even after you claimed to be richer than Africa your children cant even compete with him in ONE SINGL OLYMPIC MEDAL COMPETITION.
HAHAHAHAHAH! ALL of them are laughing at you, dear gareeb indian non-middle class!!
SAY FORK U to that middle class neighbour of yours who keeps typing on his ipad and eating at WOW MOMOs and farting in your hard earning face that toxic smarmy a*se dumb sh*te that he smokes every single day pandering to ugly high-caste parties like bajapa congress and gutter two cent scummy bosturds.
See your own face in the mirror once and tell me how you have been cast aside for 2 pegs of the local brandy and two kg chicken biryani! You dont need mars! You dont need TESLA!!!
What you need is universa healtcare, SINGLE SEAT FOR YOU BUMPY A*SEHOLE ON THE TRAIN BACK TO YOUR HOMETOWN!!! THREE MEALS A DAY OF HIGH QUALITY PRODUCE SO THAT YOU CAN ATLEAST GROW TALL ENOUGH TO BE CONSIDERED AN ADULT, if not being able to look your African peer at the same eye level !!! TO BE ABLE TO AT LEAST HAVE AN AC, A COMPUTER AND A COLLEGE degree for your kids tomorrow.
These middle class High caste log will defecate you with the same ease that they defecate their vile ideologies in your face!!! DONT FALL FOR THAT FECES, my dear INDIAN for if you do, you shall be forgone!!!!
白人每天嘲笑你們，說你們的人在街上拉屎!
中國(guó)人每天都嘲笑你，說他的公司讓你們的孩子沉迷于無用的抖音視頻和亞洲色情片，糟蹋了你們辛苦賺來的錢!! 黑人嘲笑你們萎縮的胸部和發(fā)育不良的孩子，說即使你們聲稱比非洲更富有，但你們的孩子甚至不能在一場(chǎng)奧運(yùn)比賽中與他競(jìng)爭(zhēng)獎(jiǎng)牌。
哈哈哈! 所有人都在嘲笑你們，親愛的印度非中產(chǎn)階級(jí)!
你們的中產(chǎn)階級(jí)鄰居一直在ipad上打字，在WOW MOMOs(印度連鎖快餐店)中吃飯，對(duì)著你辛苦賺錢的臉放屁，他們每天都吸著有毒的諂諛和愚蠢的屎，迎合像印度國(guó)大黨這樣丑陋的高種姓政黨和骯臟討人厭的人渣。
在鏡子里看看你們自己的臉，告訴我你們是如何因?yàn)閮杀?dāng)?shù)匕滋m地和兩公斤雞肉印度飯而被拋棄的! 你們不需要火星! 你們更不需要特斯拉!!
你們需要的是全民醫(yī)保，給你們這些顛簸的混蛋提供回家鄉(xiāng)的火車上的單座!! 一天三餐高質(zhì)量的農(nóng)產(chǎn)品，這樣你們至少可以長(zhǎng)得足夠高，被認(rèn)為是一個(gè)成年人，否則你們就不能和你們的非洲同齡人在同一視線水平上!! 明天至少能讓你們的孩子擁有一臺(tái)空調(diào)、一臺(tái)電腦和一個(gè)大學(xué)學(xué)位。
這些中產(chǎn)階級(jí)高種姓的人會(huì)像在你們面前排便一樣，將他們卑鄙的意識(shí)形態(tài)輕易地糊到你們臉上!! 親愛的印度人，不要相信那些糞便，如果你這樣做，你終將被拋棄!!!!
Jamal S.A. Follow
Apart from finding another large market, Elon was looking at the current political climate, as the General election has just started. Though, Modi “guarantees” 400-seats, field reports sent from embassies must have been different. Musk do not want to lose the chance of fruitful discussions on the one who will form the next government. Therefore he has “postponed” his business trip to later this year.
Another reason is the recent indication by Modi on his speech about China. He was positive about working with China in the next term. If Chinese Automakers enters India within next five years, India becomes another tough competition ground for Tesla and Elon may not want that to happen.
除非他能尋找到另一個(gè)大市場(chǎng)，埃隆還在關(guān)注當(dāng)前的政治氣候，因?yàn)榇筮x才剛剛開始。雖然莫迪“保證”會(huì)有400個(gè)席位，但從大使館發(fā)出的現(xiàn)場(chǎng)報(bào)告來看情況肯定是不同的。馬斯克不想失去就誰將組建下一屆政府進(jìn)行富有成果的討論的機(jī)會(huì)。因此，他將出差“推遲”到今年晚些時(shí)候。
另一個(gè)原因是莫迪最近關(guān)于中國(guó)演講的暗示。他對(duì)下一屆任期將與中國(guó)合作持積極態(tài)度。如果中國(guó)汽車制造商在未來五年內(nèi)進(jìn)入印度，印度將成為特斯拉的另一個(gè)艱難競(jìng)爭(zhēng)地，埃隆可能不希望這種情況發(fā)生。
Apart from finding another large market, Elon was looking at the current political climate, as the General election has just started. Though, Modi “guarantees” 400-seats, field reports sent from embassies must have been different. Musk do not want to lose the chance of fruitful discussions on the one who will form the next government. Therefore he has “postponed” his business trip to later this year.
Another reason is the recent indication by Modi on his speech about China. He was positive about working with China in the next term. If Chinese Automakers enters India within next five years, India becomes another tough competition ground for Tesla and Elon may not want that to happen.
除非他能尋找到另一個(gè)大市場(chǎng)，埃隆還在關(guān)注當(dāng)前的政治氣候，因?yàn)榇筮x才剛剛開始。雖然莫迪“保證”會(huì)有400個(gè)席位，但從大使館發(fā)出的現(xiàn)場(chǎng)報(bào)告來看情況肯定是不同的。馬斯克不想失去就誰將組建下一屆政府進(jìn)行富有成果的討論的機(jī)會(huì)。因此，他將出差“推遲”到今年晚些時(shí)候。
另一個(gè)原因是莫迪最近關(guān)于中國(guó)演講的暗示。他對(duì)下一屆任期將與中國(guó)合作持積極態(tài)度。如果中國(guó)汽車制造商在未來五年內(nèi)進(jìn)入印度，印度將成為特斯拉的另一個(gè)艱難競(jìng)爭(zhēng)地，埃隆可能不希望這種情況發(fā)生。
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Also one thing….. like musk really thinks Indians can afford a $35000 after cost deductions in India?
還有一件事... 就像馬斯克真的認(rèn)為印度人在扣除成本后能負(fù)擔(dān)得起35000美元?
India is not a monolithic market. There are varying levels of income and wealth, and a lot of Indians are spending many times more than 35000 dollars on their cars. If you go to a city like say, Dibrugarh, with a population barely crossing 150000 residents, you can find dozens of cars worth more than 35000 dollars on the streets. In larger cities, the numbers are much, much higher. And on a pan-India level, that market is large enough to be commercially viable for a 35000 dollar car.
So affordability is not the problem. Quality is. All Indians are not poor.
印度不是一個(gè)單一的市場(chǎng)。印度人的收入和財(cái)富水平各不相同，許多印度人在汽車上的花費(fèi)比3.5萬美元高出許多倍的費(fèi)用。如果你去一個(gè)人口剛剛超過15萬的城市，比如迪布魯加爾，你會(huì)發(fā)現(xiàn)街上有幾十輛價(jià)值超過3.5萬美元的汽車。在較大的城市，這個(gè)數(shù)字更是要高得多。在整個(gè)印度的層面上，這個(gè)市場(chǎng)足夠大，一輛3.5萬美元的汽車在商業(yè)上是可行的，
所以印度人的負(fù)擔(dān)能力不是問題，汽車質(zhì)量才是。并非所有印度人都很貧窮。
He is suggesting that we manufacture our own products and build our own brands like China. If your engineers and designers can't even build a bullock cart or horse carriage, buying a foreign brand will not make India a developed nation. China has its own brand called Hongqi and Russia has Aurus to rival Rolls-Royce, Bentley and Maybach in the luxury segment. These are the state cars of China and Russia. Tata owns Jaguar and Land Rover so it can also build a luxury brand. Indians should buy the automobile because of its superior quality and not just patriotism. It will be a proud day for India when our VIPs like the President and the Prime Minister travel in an Indian brand rather than foreign made cars.
他建議我們制造自己的產(chǎn)品，建立自己的品牌，就像中國(guó)一樣。如果你的工程師和設(shè)計(jì)師連牛車或馬車都造不出來，購(gòu)買外國(guó)品牌不會(huì)讓印度成為發(fā)達(dá)國(guó)家。中國(guó)有自己的品牌紅旗，俄羅斯有Aurus，它們都可以在豪華車領(lǐng)域與勞斯萊斯、賓利和邁巴赫競(jìng)爭(zhēng)，它們分別是中國(guó)和俄羅斯的國(guó)車。塔塔擁有捷豹和路虎兩個(gè)品牌，因此它也可以打造一個(gè)豪華車品牌。印度人應(yīng)該買這輛車，是因?yàn)樗馁|(zhì)量好，而不僅僅是愛國(guó)主義。當(dāng)總統(tǒng)和總理等貴賓乘坐印度品牌汽車而不是外國(guó)制造的汽車時(shí)，這將是印度值得驕傲的一天。
They will have to carry a generator in the dickey plugged to the butt hole to charge the cars. At the most EVs can compete with autos. They are commute cars. If you turn the AC or heater on it is a airconditioned auto rickshaw. Its range falls down. No business man will buy a car to drive a few hundred miles and park to charge for several hours.
他們將不得不攜帶一個(gè)發(fā)電機(jī)插在屁股上給汽車充電。電動(dòng)汽車只能勉強(qiáng)與燃油汽車競(jìng)爭(zhēng)，它們只是通勤車。如果你打開空調(diào)或暖氣，它就是一輛有空調(diào)的人力車，它的續(xù)航就會(huì)變小。沒有一個(gè)商人會(huì)買一輛開幾百英里就得停幾個(gè)小時(shí)充電的車。
Exactly. They don't need to sell in the entire country. If only they do well in 10 12 cities that itself would be greater than many countries combined. And many here can afford his car.
完全正確。他們不需要在全國(guó)銷售，只要他們?cè)?2個(gè)城市中表現(xiàn)出色，這些城市的銷量就會(huì)比許多國(guó)家的總和還要多。這里很多人都買得起他的車。
Total number of luxury cars ( Mercedes, BMW, audi etc ) sold in India in a year is around 30 thousand . India market for costly cars is not big . Tesla will not manage in any case to sell more than 10 thousand cars a year . Another calculation why they don't want to set up factory in India .
印度一年售出的豪華車(奔馳、寶馬、奧迪等)總數(shù)約為3萬輛。印度昂貴汽車的市場(chǎng)并不大。無論如何，特斯拉的年銷量都不可能超過1萬輛。這是他們不想在印度建廠的另一個(gè)原因。
One major point is even if Tesla sets up manufacturing unit in India and starts selling Indian made Tesla cars, then who would buy them?
Only the upper middle class or rich class would buy that but that market is already filled with famous brands like Mercedes, Land Rover, Audi, BMW etc.
Second issue is charging stations, there are few charging stations in 99% of cities in India.
一個(gè)主要問題是，即使特斯拉在印度建立制造部門，開始銷售印度制造的特斯拉汽車，那么誰會(huì)買呢?
只有中上階層或富裕階層才會(huì)買，但這個(gè)市場(chǎng)已經(jīng)充斥著梅賽德斯、路虎、奧迪、寶馬等知名品牌。
第二個(gè)問題是充電站，印度99%的城市幾乎沒有充電站。
Rightly pointed out. Charging Stations will be the biggest hurdles specially the Tesla CS. Most are concerned about the economics of it making the car just an urban car driven strictly within city limits. The number ol sold cars will be fewer owing to it's high price and therefore not feasible to set up charging stations all over the country.
說得對(duì)。充電站將是其最大的障礙，尤其是特斯拉CS。大多數(shù)人擔(dān)心的是，這種汽車在經(jīng)濟(jì)上只是一輛只能在城市范圍內(nèi)行駛的城市汽車。由于價(jià)格高昂，銷售的汽車數(shù)量將會(huì)減少，因此在全國(guó)范圍內(nèi)建立充電站是不可行的。
My question is can Chinese willingly work in a jv like maruti with us. I mean maruti model is best , but are Chinese like Japanese? Won't they want sole market and not a jv with Indian entities? And if maruti like structure is feasible with Chinese manufacturers, then Indian gov is hopeless. Maruti model can actually industrialise us, without any political repercussions
我的問題是，中國(guó)人愿意和我們一起成立像馬魯?shù)龠@樣的合資企業(yè)工作嗎? 我的意思是馬魯?shù)倌Ｊ绞亲詈玫?，但是中?guó)人和日本人一樣嗎? 他們不是想要獨(dú)家市場(chǎng)，而是想與印度實(shí)體合資嗎? 如果馬魯?shù)偈降哪Ｊ綄?duì)中國(guó)制造商來說是可行的話，那么印度政府就不會(huì)不抱希望了。馬魯?shù)倌Ｊ綄?shí)際上可以使我們實(shí)現(xiàn)工業(yè)化，而不會(huì)產(chǎn)生任何政治影響。
Tesla is not an EV company it's an AI company. Most people don't get this.
Elon knows it's election time so govt has other priorities, any discussion won't be fruitful now
All luxury businesses have done fantastic business in India since COVID, refer to the sales of ultra luxury items. $35K is peanuts for many in India.
Tesla is going to reduce prices even more as the main point is about collecting data
Alluding to the earlier point, the main interest Elon has in India is live data for training. You don't get Cows on the street in China for example.
This all converges to FSD rollout and robotaxi next year.
Tesla shares will continue to roll down as Elon made it clear he wants 25% ownership to influence the board
特斯拉不是一家電動(dòng)汽車公司，而是一家人工智能公司。大多數(shù)人不明白這一點(diǎn)。
埃隆知道現(xiàn)在是選舉時(shí)間，所以政府有其他優(yōu)先事項(xiàng)，現(xiàn)在任何討論都不會(huì)有成果。
自2019新型冠狀病毒疫情以來，所有奢侈品企業(yè)在印度都做得很好，我指的是奢侈品的銷售。對(duì)許多印度人來說，3.5萬美元微不足道。
特斯拉將進(jìn)一步降低價(jià)格，因?yàn)槠渲饕菫榱耸占瘮?shù)據(jù)。
就像前面說的一樣，埃隆對(duì)印度的主要興趣是用于訓(xùn)練新車的實(shí)時(shí)數(shù)據(jù)。例如，在中國(guó)，你不會(huì)在街上看到奶牛。
這一切都集中在特斯拉明年推出的自動(dòng)駕駛出租車上。
特斯拉的股價(jià)將繼續(xù)下跌，因?yàn)榘Ｂ∶鞔_表示，他希望能以25%的股份來影響董事會(huì)的決策。
Sir,
Even if by some miracle they do succeed, how will he ensure market reach? Bcoz it'll not be economically viable to set up so many charging stations. Also, although I'm not an EVS owner, I believe that especially in metros, the traffic jams may just spell the doom of the EVS. Cheers。
先生，即使他們奇跡般地成功了，他將如何確保市場(chǎng)占有率呢? 因?yàn)榻⑦@么多充電站在經(jīng)濟(jì)上是不可行的。另外，雖然我不是電動(dòng)汽車車主，但我相信，尤其是在隧道里，交通擁堵都可能會(huì)導(dǎo)致電動(dòng)汽車的毀滅。謝謝。
China has a land area three times that of India and the population is the same. So, the population density of India is 3 times that of China. If India legalizes the Right to Die and Assisted Suicide and reduces its population to 1 crore, it can surpass Switzerland, Luxembourg and Liechtenstein in terms of per capita income and the Scandinavian countries in Human Development Index HDI rankings. It is the poor people, who reproduce like animals and depend on freebies from the Government, that are the biggest drain on our economy. Land acquisition becomes a big issue. If you vacate slums like Dharavi, you will improve the skyline of the city, get the land to build the world's largest Gigafactories in India and enough human compost from the dead bodies to replace fertilizer imports for agriculture for several years. Less number of mouths to feed means that even if we reduce the land area under cultivation, we will have enough crops. You can plant forests on 33% of the land area to act as the lungs for our planet ecological balance.
中國(guó)的土地面積是印度的三倍，人口是一樣多的。所以，印度的人口密度是中國(guó)的3倍。如果印度將死亡和協(xié)助自殺的權(quán)利合法化，并將人口減少到1億，那么印度的人均收入就可以超過瑞士、盧森堡和列支敦士登，人類發(fā)展指數(shù)排名也可以超過斯堪的納維亞國(guó)家。窮人像動(dòng)物一樣繁殖，依靠政府的免費(fèi)救助活著，這是我們經(jīng)濟(jì)上的最大消耗。土地征用成了一個(gè)大問題。如果你清空像達(dá)拉維這樣的貧民窟，你將改善城市的天際線，獲得在印度建造世界上最大的超級(jí)工廠的土地，以及從尸體中提取到足夠的人類堆肥，以取代幾年的農(nóng)業(yè)化肥進(jìn)口。要養(yǎng)活的人口減少意味著，即使我們減少耕地面積，我們也會(huì)有足夠的糧食。你可以在33%的土地面積上種植森林，作為我們地球生態(tài)平衡的肺。
I feel you are right in many aspects related to India. But your knowledge on Tesla and the innovation capability it posses seems to be limited, mainly derived from media. You should just look at Tesla financials and compare net margins with BYD for EVs.
I believe India would gain a lot from Tesla, even more when compared to Chinese EV companies.
我覺得你在許多與印度有關(guān)的敘述方面是對(duì)的。但是你對(duì)特斯拉的了解和它的創(chuàng)新能力的認(rèn)知似乎是有限的，主要來源于媒體。你應(yīng)該看看特斯拉的財(cái)務(wù)狀況，并將其電動(dòng)汽車的凈利潤(rùn)率與比亞迪進(jìn)行比較。
我相信印度將從特斯拉獲得很多，與中國(guó)電動(dòng)汽車公司相比一定更多。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處
Maybe
I don't know EVs
I know finance and I know numbers
I know when value and numbers don't add up
When the value and numbers don't add up, I smell something bad
Simple as that
BYJUs , Zomato and Twitter - I made the same estimate well before everyone else and was proven right each time
Ultimately the numbers tell the story
When you have a company valued at 500 Billion Bucks against an Asset base of 1/41
That's definitely a massive bubble without crucial core technology
And unless musk is hiding a hydro engine that can give you 100,000 kms without needing a recharge, that's not there anymore
也許我不了解電動(dòng)汽車，但我懂金融，也懂?dāng)?shù)字。
我知道什么時(shí)候價(jià)值和數(shù)字不一致。
當(dāng)價(jià)值和數(shù)字不一致時(shí)，我就聞到了不好的味道，就這么簡(jiǎn)單。
關(guān)于BYJUs、Zomato和Twitter——我做了與其他人不同樣的預(yù)計(jì)，而且每次都被證明是正確的。最終，數(shù)字說明了一切。
當(dāng)一家市值5000億美元的公司的資產(chǎn)基礎(chǔ)是市值的1/41時(shí)，這絕對(duì)是一個(gè)沒有關(guān)鍵核心技術(shù)的巨大泡沫。
除非馬斯克隱藏了一個(gè)無需充電就能讓你行駛10萬公里的水力發(fā)動(dòng)機(jī)，否則特斯拉將不復(fù)存在。
注：BYJUs是印度最大的教育科技公司；Zomato 是一家印度跨國(guó)餐廳聚合商和食品配送公司。
As soon as I saw the question, I knew you would answer it. At this point, I am curious if you are really Indian. And your profile is pretty smart. Amazes me how you can't see anything positive in India.. and nothing negative on China. You must be one of those Chinese internet army. Lol
我一看到問題，就知道你會(huì)這么回答。在這一點(diǎn)上，我很好奇你是否真的是印度人。你的資料也很聰明。令我驚訝的是，你怎么看不到你關(guān)于印度的任何積極評(píng)價(jià)... 而你對(duì)中國(guó)則沒有負(fù)面評(píng)價(jià)。你一定是中國(guó)網(wǎng)絡(luò)大軍中的一員。哈哈
Charging Stations will be the biggest hurdles specially the Tesla CS level 3 super chargers. Most are concerned about the economics of it making the car just an urban car driven strictly within city limits, ruling out city to city driving or long drives. The number ol sold cars will be fewer owing to it's high price and therefore not economically feasible or viable to set up charging stations all over the country. Even in metros the CS will face other challenges as well such as long queues for the limited number of stations & docks and the rich clients not willing to wait as the level 3 superchargers take around 30/40 mins for a 80% charge. Too much hassles after paying so much money.
充電站將是最大的障礙，特別是特斯拉CS 3級(jí)超級(jí)充電站。大多數(shù)人擔(dān)心的是，從經(jīng)濟(jì)角度來看，它只是一輛嚴(yán)格在城市范圍內(nèi)行駛的城市汽車，排除了城市到城市的駕駛或長(zhǎng)途駕駛。由于價(jià)格高昂，銷售的汽車數(shù)量將會(huì)減少，因此在全國(guó)范圍內(nèi)建立充電站在經(jīng)濟(jì)上是不可行的。即使在城市里，特斯拉也會(huì)面臨其他挑戰(zhàn)，比如在數(shù)量有限的車站和碼頭前排長(zhǎng)隊(duì)，富裕的客戶不愿意長(zhǎng)時(shí)間等待，因?yàn)?級(jí)超級(jí)充電站充80%的電大約需要30/40分鐘?；诉@么多錢，麻煩卻太多了。
Are Chinese like japanese ?
We have border issues , they took our land in 2020 and in 1962 , they are building CPEC on our land
Who is pumped with nationalism ? India or china ?
Are u responsible if they play any dirty game ? Then u will happily start blaming modi’s and gandhi’s
中國(guó)人和日本人能一樣嗎?
我們與他們有邊界問題，他們?cè)?020年占領(lǐng)了我們的土地，1962年還在我們的土地上修建中巴經(jīng)濟(jì)走廊。
誰充滿了民族主義? 印度還是中國(guó)?
如果他們玩骯臟的游戲，你能負(fù)得起責(zé)嗎? 然后你會(huì)高興地開始指責(zé)莫迪和甘地。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處
I drive a Tesla, rented BYD while I was in Europe, I can tell you BYD is no where closer to Tesla’s performance! If Tesla says 40% SOC at destination, its either 39% or 40% but BYD isn’t. Ofcourse, interiors are much cooler in BYD but having to rely on third party chargers is again a big NO. Tesla’s moat is their software and charging infrastructure… There are multiple companies trying to manufacture battery raw materials by recycling old batteries, what do you think of them? Will it ease battery supply chain in North America and reduce the cost of batteries?
我開的是特斯拉，在歐洲的時(shí)候租的比亞迪，我可以告訴你比亞迪的表現(xiàn)和特斯拉差遠(yuǎn)了!如果特斯拉的系統(tǒng)說剩余續(xù)航是40%，那它就是39%或40%，但比亞迪不是。當(dāng)然，比亞迪的內(nèi)飾要酷得多，但它不得不依賴第三方充電站也是一個(gè)大問題。特斯拉的護(hù)城河是他們的軟件和充電基礎(chǔ)設(shè)施... 有多家公司試圖通過回收舊電池來生產(chǎn)電池原材料，你怎么看? 它會(huì)緩解北美的電池供應(yīng)鏈的壓力并降低電池成本嗎?