Elon Musk Needs To Achieve This With Robotaxi If Tesla Wants To Take On Uber And Lyft, Until Then It's All 'Day-Dreaming,' Says Fund Manager
Elon Musk Needs To Achieve This With Robotaxi If Tesla Wants To Take On Uber And Lyft, Until Then It's All 'Day-Dreaming,' Says Fund Manager
Tesla, Inc. (NASDAQ:TSLA) is due to hold its robotaxi unveil event on Aug. 8 and investors and analysts are equally excited about the opportunity it presents. Future Fund's Gary Black, a Tesla investor, on Tuesday suggested that the robotaxi may not take off strongly before the full self-driving technology is made fully unsupervised.
特斯拉股份有限公司（NASDAQ:TSLA）計劃於8月8日舉行機器人出租車發佈會，投資者和分析師對其所帶來的機會感到興奮。未來基金的Gary Black，一位特斯拉投資者，在週二表示，在全自動駕駛技術徹底無需監管之前，機器人出租車可能不會迅速起飛。
What Happened: A Tesla influencer on X worked out the benefit-cost ratio of the Elon Musk-led company launching a ride-sharing service. His analysis showed the service offering fetching revenue at an annual run-rate of $1.4 billion to start with. The influencer said Tesla should subsidize rides on its rideshare app ahead of the robotaxi unveil and require all drivers to drive Tesla vehicles and, if possible, be highly rated on other rideshare apps.
發生了什麼：一名特斯拉代言人在X上計算了埃隆·馬斯克領導的公司推出拼車服務的成本效益比。他的分析顯示，該服務在一開始就可以帶來每年1.4億美元的收入。代言人表示，特斯拉應該在機器人出租車發佈會前給其拼車應用程序上的乘客提供補貼，並要求所有司機都駕駛特斯拉汽車，如果可能的話，並在其他拼車應用程序上獲得高評價。他說，通過提供低於其競爭對手Uber和Lyft的價格的穿透性定價策略，可以增加該應用程序的知名度，並吸引用戶使用它。他補充說，特斯拉應該爲此使用其現金儲備。
The penetrating pricing strategy of offering rides at lower prices than competition including Uber and Lyft would increase awareness about the app and also lure users to it, he said, adding that Tesla should use its cash reserves for it.
通過計算，該代言人表示，假設特斯拉的拼車數量達到3.59億次，只有Lyft在2023年擁有這麼多拼車，每筆價格爲17.43美元，而Lyft的價格爲19.43美元，前者可以賺取4美元，從而獲得14億美元的收入。
Working out the math, the influencer said assuming Tesla's rides number 359 million, half as much as Lyft did in 2023, and a price of $17.43 as opposed to the $19.43 Lyft charges, the $4 the former makes can fetch it revenue of $1.4 billion.
Black對該代言人的機器人出租車論文發表了評論，並說：“那些認爲$TSLA可以僅提供監督（帶司機）的網約車服務來與Uber和Lyft競爭，直到無人監管的網約車服務可用的人是在做白日夢。”
Black commented on the influencer's robotaxi thesis and said, "Those thinking $TSLA can just offer a supervised (with driver) ride-hailing service to compete with Uber and Lyft until unsupervised ride-hailing becomes available are day-dreaming."
該基金經理表示，他理解特斯拉設立一個專屬網絡並開始收集數據和獲得網絡效應的邏輯，但除非特斯拉降價，否則他認爲這不起作用。他說：“但如果不更便宜，那麼消費者怎麼過來？”
The fund manager said he understands the logic of Tesla setting up an exclusive network and starting to collect data and gain network effects. But he does not see it working unless Tesla discounts pricing. "But if not cheaper, what's the consumer proposition?" he said.
那些認爲$TSLA僅能提供監督（帶司機）的網約車服務與Uber和Lyft競爭，直到無人監管的網約車服務可用的人是在做白日夢。我理解爲什麼特斯拉設立TSLA網絡並開始收集數據和獲得網絡效應，但我認爲這不起作用。
Those thinking $TSLA can just offer a supervised (with driver) ride-hailing service to compete with Uber and Lyft until unsupervised ride hailing becomes available are day-dreaming. I get why it's good for TSLA to set up a TSLA network and start collecting data and gain network...
— Gary Black (@garyblack00) June 25, 2024
— Gary Black (@garyblack00) 2024年6月25日
Why It's Important: Tesla is going through a soft patch amid the slowdown in EV demand, forcing it to look for other avenues to shore up revenue. Long term, Musk wants Tesla to evolve as an "AI & Robotics" company. In the near- to mid-term, the company's hopes mainly hinge on robotaxis and potentially a low-end EV.
爲什麼重要：特斯拉在電動汽車需求放緩的情況下正經歷一段軟弱期，迫使其尋找其他渠道來支撐收入。長期來看，馬斯克希望特斯拉發展成爲一家“人工智能和機器人”公司。在接下來的中短期內，該公司的希望主要寄託於機器人出租車，以及可能的低端電動汽車。
Cathie Wood's Ark Invest, which recently updated its valuation framework for Tesla, sees the company's stock hitting $2,600 by 2029. In the firm's valuation, robotaxis accounted for 63% of Tesla's total revenue, 86% of EBITDA and 88% of enterprise value.
Cathie Wood的Ark基金最近更新了特斯拉的估值框架，預計該公司的股票在2029年將達到2600美元。在該公司的估值中，機器人出租車佔特斯拉總收入的63％，EBITDA的86％和企業價值的88％。
As Black remarked, the success of robotaxi adoption hinges mostly on Tesla's FSD graduating from fully supervised to unsupervised.
正如Black所指出的，機器人出租車的成功採用在很大程度上取決於特斯拉的全自動駕駛技術從完全監管到無監管。
Tesla ended Tuesday's session up 2.61% to $187.35, according to Benzinga Pro data.
根據Benzinga Pro的數據，特斯拉在週二的交易中上漲2.61％，至187.35美元。
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Photo via Shutterstock
圖片來自shutterstock。
譯文內容由第三人軟體翻譯。