t9996455 wrote:
有時會覺得特斯拉真的會如預期那麼好嗎？但目前電池跟自駕優勢看來，賠錢機會很低，但未來投報率是多少就真的很難說了，但看馬斯克的佈局跟執行力還有現在研發的能力跟成果看來，特斯拉還是很扯，技術優勢已經存在了現在就是要看特斯拉之後的執行力如何了，看了電池日的發表細節後，先從全世界市場到電池的原物料到電池總產能，還是認為馬斯克的格局執行力相當可以信任的
今天的ARK的mail:
Tesla’s Rate of Innovation Is Leaving Other Electric Vehicle Manufacturers in the Dust
To hit a particular price-point, EV manufacturers typically face a tradeoff between efficiency (range/kWh) and performance (seconds to accelerate from 0 to 60 miles per hour). Because auto design cycles in the gas-powered era have spanned three to four years, traditional auto manufacturers typically have delivered significant improvements only with new model releases.
When it launched the Model 3 in 2017, Tesla was well ahead of the competition and, thanks to constant innovation, it has pulled further ahead of the pack on both efficiency and performance. That said, while its cars can be and probably have been reverse engineered, Elon Musk claims that Tesla’s secret sauce is its factory, the machine that makes the machine at scale, which will be much more difficult to replicate.
反正ARK就是看多啦~
