Did Cathie Wood Just Throw Shade At Google? Ark Invest CEO This Is What Separates Tesla From 'Auto And Tech Packs'
Did Cathie Wood Just Throw Shade At Google? Ark Invest CEO This Is What Separates Tesla From 'Auto And Tech Packs'
Elon Musk's longtime supporter, Cathie Wood, founder of Ark Investment Management, doubled down on her praise for the Tesla, Inc. (NASDAQ:TSLA) CEO. This time, she lauded the company's decision to ramp up investment in artificial intelligence.
埃隆·馬斯克的長期支持者、方舟投資管理創始人凱西·伍德對特斯拉公司（納斯達克股票代碼：TSLA）首席執行官加倍稱讚。這次，她稱讚了該公司決定加大對人工智能的投資。
What Happened: "At a time when many companies are bowing to short-term oriented shareholders who are demanding profits, dividends, and share repurchases NOW, #Tesla's increased investment in the largest #AI project on Earth is separating it from the auto and tech packs," Wood wrote on social media.
發生了什麼：伍德在社交媒體上寫道：“在許多公司向要求利潤、分紅和股票回購的短期股東屈服的時候，#Tesla 增加對地球上最大的 #AI 項目的投資使其與汽車和科技包區分開來。”
This post echoed remarks Musk made earlier, where he agreed with Wood's assessment of Tesla being "the biggest AI project on earth."
這篇文章呼應了馬斯克早些時候的言論，他在言論中同意伍德對特斯拉是 “地球上最大的人工智能項目” 的評估。
Consistent View From Wood: Wood's praise for Tesla's AI focus isn't new. During an early April appearance on CNBC's Squawk Box, she emphasized, "This is the biggest AI project in the world. We're in a bit of a trading range and we will be until more and more analysts and investors understand how transformative the convergence of these three technologies will be." The three technologies she refers to are robotaxis, energy storage, and AI.
伍德的一致觀點：伍德對特斯拉專注於人工智能的稱讚並不是什麼新鮮事。在4月初在CNBC的Squawk Box上露面時，她強調說：“這是世界上最大的人工智能項目。我們處於一個交易區間內，直到越來越多的分析師和投資者了解這三種技術的融合將帶來多大的變革性，我們才會這樣做。”她提到的三種技術是機器人出租車、儲能和人工智能。
Yes, at a time when many companies are bowing to short-term oriented shareholders who are demanding profits, dividends, and share repurchases NOW, #Tesla's increased investment in the largest #AI project on Earth is separating it from the auto and tech packs.
— Cathie Wood (@CathieDWood) April 28, 2024
是的，在許多公司向要求利潤、分紅和股票回購的短期股東屈服的時候，#Tesla 增加對地球上最大的 #AI 項目的投資使其與汽車和科技包區分開來。
— 凱西·伍德 (@CathieDWood) 2024 年 4 月 28 日
Why It Matters: Tesla utilizes AI for both training and inference, crucial for perfecting its self-driving technology. Their full self-driving tech has transitioned from beta testing to a "Supervised" FSD program. Musk recently stated on X that Tesla plans to invest roughly $10 billion in a combination of training and inference AI, with the latter primarily used in cars. He added, "Any company not spending at this level, and doing so efficiently, cannot compete."
爲何重要：特斯拉利用人工智能進行訓練和推理，這對於完善其自動駕駛技術至關重要。他們完整的自動駕駛技術已從beta測試過渡到一個 “有監督的” FSD程序。馬斯克最近在X上表示，特斯拉計劃投資約100億美元，將訓練和推理人工智能相結合，後者主要用於汽車。他補充說：“任何公司如果沒有在這個水平上進行支出，而且這樣做效率不高，都無法競爭。”
Shareholder Appeasement: Wood's remarks about companies catering to short-term shareholder demands follow Alphabet's recent announcement of its first-ever dividend. The Google parent's earnings release revealed board approval for a 20-cent per share cash dividend, to be paid on June 17 to stockholders of record on June 10.
股東安撫：伍德關於公司迎合短期股東需求的言論是在Alphabet最近宣佈首次分紅之後發表的。谷歌母公司的業績顯示，董事會批准了每股20美分的現金分紅，將於6月17日支付給6月10日登記在冊的股東。
With this move, all but two companies from the once-dominant "Magnificent Seven" tech stocks now offer dividends. Tesla and Amazon remain the holdouts. Notably, during Tesla's stock decline in 2022, pressure mounted for the company to initiate stock buybacks to counter the slide.
通過這一舉措，曾經占主導地位的 “科技七巨頭” 科技股中除兩家公司外，其他所有公司現在都提供股息。特斯拉和亞馬遜仍然是抵制者。值得注意的是，在2022年特斯拉股價下跌期間，該公司啓動股票回購以應對下滑的壓力越來越大。
Tesla's Focus On The Future: While Tesla's core auto business faces significant challenges, the company appears to be placing its future bets on advancements in FSD and robotaxi technology.
特斯拉對未來的關注：儘管特斯拉的核心汽車業務面臨重大挑戰，但該公司似乎將未來的賭注押在FSD和robotaxi技術的進步上。
Tesla ended Friday's session down 1.11% at $168.29, but was up 0.37% after the closing bell, according to Benzinga Pro data.
根據Benzinga Pro的數據，特斯拉週五收盤下跌1.11％，至168.29美元，但在收盤後上漲了0.37％。
Check out more of Benzinga's Future Of Mobility coverage by following this link.
通過以下方式查看更多本辛加的《出行未來》報道 點擊這個鏈接。
Photo via WEF on Flickr
照片由 WEF 在 Flickr 上拍攝
譯文內容由第三人軟體翻譯。