特斯拉老板的房子不值钱?
编者按:本文来自微信公众号“DannyData小丹尼”(ID:dannyteam),作者:小丹尼,36氪经授权发布。
         
我是小丹尼,谈车说科技。
I'm Danny. I talk about tech and cars.
祝贺你看到了我的新系列视频——DannyPal,是PayPal的Pal, 不是放炮的炮。
You've made it to the new series of my videos-- DannyPal. Any funny connotations of the name in Chinese are unintended.
你可以简单理解为“坑坑三人行”,就是我会不断给你们挖坑去请各种大佬朋友们聊一聊科技人文值得深扒的事,反正坑都是自己挖的,含泪也要给你们填满。
This is a chat show in which I invite all sorts of experts in their fields to talk about tech and the arts around it. I will drop a lot of big names along the way, but trust me, I will try my very best to invite them over for the show.
DannyPal第一集我请到了两位电动车圈重磅大佬,第一位是知乎大V、剑桥高材生、买了3辆特斯拉,还写过无数电动汽车分析文章的Emma。
In this first episode, I invited two very cool guests specialized in EVs. Our first guest is Emma. She's a KOL from Zhihu, a Cambridge Graduate, an owner of three Tesla cars, and a prolific writer on electric vehicles.
第二位嘉宾更牛比,是Elon Musk的朋友、豪车收割机 Vincent。他也是极少能到马斯克家里采访的人,而且一聊就是五小时那种。
Our second guest is even more impressive. He knows Elon Musk personally and is an owner of a number of luxurious cars. He's also one of the very few people who were invited to Musk's home for an in-depth interview that lasted for five hours.
本集DannyPal是一场“电动车吹”们的大狂欢,我们将会聊到中美欧洲人对电动车不同态度、特斯拉未来创新、以及Elon Musk的八卦小段子等激情话题。
Let me put it out firs, this video is going to be a chat dream for EV lovers. We will talk about how EVs are viewed differently across China, America, and Europe; the many innovations of Tesla; and what Elon Musk is like in private. Tech is Magic. Hopefully you'll enjoy our chat.
Tech is Magic,走你。
Part 1: The Person
马斯克私底下是怎样一个人?What is Musk like in private?
Danny
特斯拉在大众媒体上看的都是非常高大上,我不知道你私底下接触ElonMusk的时候,觉得他是怎么样一个人?
Tesla seems to be a really cool brand, I wonder what Elon Musk is like when you hang out with him in private?
Vincent
我个人认为他完全不像一个大老板,我感觉他比较像一个大小孩。
For me, I don't feel like he's the "big boss" type. He's more like a kid at heart.
Emma
他的大小孩表现在哪些方面?
What do you mean by that?
Vincent
例如说他很喜欢打游戏, 然后他走进来的时候,我说为什么他头发这么乱,跟我们平常电视上看到的不太一样,有点眼睛好像还没睡醒的感觉。其实他是个还蛮随和的人,而且非常非常聪明。
So for example, he really likes to play video games, and when he walks into the living room, his messy hair surprises me. That's very different from his image we see on TV. He looks sleepy and seems so genuine and chilled. He's also extremely smart.
你只要大概一两分钟,甚至于30秒,他讲的东西很跳动。他跟你讲这个东西突然间会转到另外一个东西上面去,如果你没有紧紧地跟着他讲的话,你很快就不知道他在讲什么,而且他脑筋转得非常快....
In just a minute or two, or even just 30 seconds, you can feel how quick his mind is. His conversation with you switches from topic to topic. If you don't follow him intensely, you'll get lost really easily. His mind is just so quick...
然后我有问他说你来过中国好几次,有去上海动土仪式后来又去北京之类的,我说杂志都拍到你的路边吃煎饼果子,对不对?我就问他说你去中国这么多次,你吃了这么多东西,你最爱吃什么?
He came to China several times, went to Shanghai for the Gigafactory opening and visited Beijing too. There are photos of him eating Chinese wraps by the street. So I asked him: having come to China a few times, what is your favorite food there?
然后他的回答是,我很爱吃路边摊, 就是路边小吃,我说为什么?他说因为它便宜,一块美金可以买七八个饺子,他觉得很划算,而且很好吃。然后我说,呃,果然知道什么是真正的美食,不错不错。
And he said he loved street food the most. I was like, why? He said because it was so cheap, you can get seven or eight dumplings for just a dollar. He thought that was such a deal and the food was delicious too. And I was like, yeah, this guy knows what real delicious food is. Great.
Danny
就像我对Elon Musk本人不是那么了解,但我可能会多分析一些特斯拉公司层面的这些事情,我就发现其实特斯拉是一个非常的节省成本。
I don't know of Elon Musk very well. My focus is more on the business aspects of Tesla. I found that Tesla is very good at cost control.
相当于把的毛利率压得,毛利率还是挺高的,基本上百分之二十几 。我觉得正好听你说,Elon Musk他也是一个特别省钱的人,我觉得这两点可能有...创始人和公司之间有一个匹配是吧?
Its gross margin is pretty high, roughly 20% or so. And then you said Elon Musk was also very cost conscious. So maybe there is an alignment between the two, the founder and the company.
Vincent
对,因为我自己本身也做很多的投资, 我基本上是看CEO,他怎么花钱去衡量我会不会只投资这家公司?
You're right. I actually invest in a lot of companies myself, and often I focus on the CEOs. How they spend their money determines my investment decisions.
例如说有些公司你看到它的CEO是乱花钱的,然后买游艇、买飞机的话,公司基本上不太会投。因为他是在花钱,他不是在挣钱。
If the CEO of a company spends money like water, buying yachts and private jets, I basically won't invest in this company. Because s/he's spending, not making money.
Danny
就是包括我看你在Elon Musk家访谈的时候,其实我刚开始我不知道你们在他家访谈嘛,那其实就是一个感觉挺普通家庭的一个装修环境。我觉得这是不是也能看出来,他这个确实也不是那么奢华的生活方式?
Yeah when I saw you interviewing Elon Musk in his house, I didn't even notice at first that was his house, because there was nothing special about the design. Does this also show that he's not at all into a luxurious lifestyle?
Vincent
其实不对,这个房子其实大有来头。我是跟你说真的,是一个很有名明好莱坞明星,非常有来头的房子不简单,我跟你讲真的不简单,你们可以去查一下,我不说这么多,你们去考察一下。
Erm, well, not really. This house is super cool. I'm not joking, it used to belong to a Hollywood star, it's not as "unspecial" as you think. You guys can do some research on it, I'm not gonna say more, Google it.
Emma
我要去查一下,贫穷限制了我们的想象。
Yeah, I'll dig into it. Our imagination is limited by our lack of wealth.
Part 2: Branding 特斯拉在中美的差别
Tesla in China, US and Europe
Danny
像特斯拉,比如说在中国可能被车主吐槽最多的就是内饰不够奢华,或者是感觉做工不够精细。我不知道这个问题是不是美国人,或者在这些硅谷的人才里头,他们是不是也是觉得有这个问题?
The most complaints that Tesla gets from its Chinese customers are centered on its interior quality. Is this also a concern for Tesla owners in the US? Do people in Silicon Valley for example consider these things a problem?
Vincent
我觉得这个问题在美国恰恰相反,是一个很强烈的180度的不一样。我拿我自己来举个例子。我从小就很爱玩车,从宝马奔驰到后面保时捷的车迷。什么911 GT3也有,以前的凯燕、 Cayman这些我都开过。
I think it's the opposite in the US, an almost 180-degree flip. Take myself as an example. I've been a car lover since I was a kid. I've owned many great cars, from BMW, Mercedes to Porches 911 GT3, Cayenne, Cayman, I've driven them all.
然后你说奢华里面的按钮、皮椅那些我全部都有,但是到后面你会接受一个中文应该叫做简约,contemporary style 。现代简约风对他们的设计理念是Less for more,就是越简单的其实是带给你更多。
The so-called luxurious interior with lots of buttons and leather seats, I used to love that too. But then you grow to like a new style, a more contemporary style, which stresses on the philosophy of "Less for more". The simpler it is, the more you actually get.
我现在自己上普通的车,像我前几天因为我老婆还在开保时捷Macan。我一跳上车一看,哇,好多按钮,我一看我就头痛。
Now when I drive a regular car, like the other day I was driving my wife’s Porsche Macan. When I sat in the car, there were so many buttons inside, and it gave me a headache.
然后我已经不知道应该按哪一个钮,因为一上车好像我在开飞机一样,我看到100个按钮。我的妈呀,整个是手忙脚乱。
I had no idea which button to push anymore. It’s like flying a plane, I saw hundreds of buttons inside and my god, it feels so messy, I don't even know where to put my hands.
而且加上我已经被Tesla宠坏了,因为我用Autopilot辅助导航,我已经用习惯了,没有那种辅助帮你看线,然后它会警告你那些功能全部都没有,我就觉得好像不是活在2020年。
Plus, I’ve been spoiled by Tesla’s autopilot.I’m already used to it. I mean, if a car doesn’t have this kind of driver assistance systems, I’ll feel like I’m not living in 2020.
Emma
然后还有就是说,同样都是车主,我们刚才聊了中国和美国的车主,我觉得我认识的欧洲的特斯拉车主,他们可能不是说因为特斯拉的科技感或者品牌力去买它,而是纯粹是因为特斯拉戳中了他们的那种比较绿色的环保心。
We’ve talked about Tesla owners in China and America. I want to add something about Tesla owners in Europe. Often, when they buy a Tesla, it’s not because of all the high-tech stuff or its brand image, but rather because Tesla gives them a solution regarding their environmental concerns.
因为就可能在美国,美国的精英会认为,如果是说有什么环保的问题,那我可以通过更先进的科学技术来完成,但是欧洲的精英阶层基本上是认为,环保最重要的是要靠人的环保意识。
American leaders tend to think if there are any environmental problems, they can be solved by advanced technologies. But Europeans are more likely to think that environmental problems can be solved only if people become more environmentally conscious.
所以我知道的所有欧洲的特斯拉车主,都是在现实生活中就超级环保,比如说我认识好几个挪威的车主,然后他还会告诉你说,在我们国家99%的电都来自于水电。
In fact, all the Tesla owners in Europe I know are very eco-friendly. My Norwegian friends would tell me that 99% of the electricity generated in their country is from hydropower.
也就是说我买了一辆特斯拉之后,从电的来源一直到电动车的终端都是基本上是零污染的。所以对于他们来说,无论特斯拉有多酷,它的科技有多炫,其实都不是最重要的。
It means that driving a Tesla, from the source of power to the actual transportation, is closed to zero carbon emissions. For these customers, the brand and the tech of Tesla are not what matters to them the most.
最重要的就是说它真的能向可持续能源的发展出一份力,所以我觉得又是另一种境界吧。
What really counts is Tesla’s effort to accelerate the world’s transition to sustainable energy. Their concerns are very different.
Vincent
看来欧洲、中国跟美国车主买车的原因,出发点都不太一样。
Yeah, it seems that the Europeans, the Chinese and the Americans choose Tesla for very different reasons.
Emma
对的,所以他们吐槽的点也会不一样。
That’s right. It also explains why they “complain” about different things about Tesla.
Danny
我觉得可能也是因为一般中国的富人第一辆车的话,甚至不只是第二辆、第三第四辆的,它前几辆的话一般都是什么保时捷、宾利啊什么的,都是非常豪华的内饰,那一对比特斯拉就有一个比较大的反差了,是吧?
Well, I guess for affluent costumers in China, their first and even their second or third car might be from Porsche, Mercedez, or something within that caliber. They are used to luxurious car interiors. So compared to the interior style of Tesla, the contrast is pretty stark, right?
Emma
就被吓到了。
Yeah, the contrast is shocking.
Vincent
对。因为我自己本身刚开始从保时捷换到特斯拉的时候,其实第一次,说真的有点没有立马可以接受他所谓的简约风,因为那时候是我一个朋友,我当时还在开911,然后我朋友之前也是开911,然后他就买了一辆特斯拉,然后我就问,他说很好,很喜欢。
That’s true. When I first switched from Porsche to Tesla, I didn’t like its so-called minimalist style in the beginning either. At that time, I was driving a Porsche 911. One of my friends, he used to drive the 911 too and then he bought a Tesla. I asked him what it was like, and he told me it felt great to drive a Tesla. He loved it.
我说为什么?他说你都花这么多钱,还要自己开车,不是很笨吗?好像也是,我花这么多钱,我还要自己开车,然后我想说,好,我就干脆去买一台试试看。
So I asked him why. And he said you’ve spent a lot of money on a car, if you still need to drive for yourself, that’s silly. I thought he had a point. I spent a lot of money and I still had to drive the car myself. So, I decided to buy a Tesla and try it out.
结果一开,就中毒了,就回不去了,变成全家桶了,包括我现在连Tesla的太阳能板也装了在家里。我就想说反正在家里充电方便,对不对,那就整套买吧。
Oh man, I can never go back. I bought a series of Tesla products after that, including the Tesla solar panels, which were installed in my house. I just think it’s super convenient to charge my cars at home anyway, right? So I just get the whole package.
Danny
我看你对特斯拉感觉最满意的一点可能是它的Autopilot是吧?
I guess you’re probably most happy with the Tesla Autopilot, right?
Vincent
对,没错。那Autopilot它其实像一个大数据的东西,它需要一个时间去慢慢学习每一个环境、不一样的地方。
Yeah, exactly. The Autopilot is actually a product that relies on big data. So it takes time to learn the environment and improve itself.
像我18年底买的车,然后当时我一开始看我觉得Autopilot不错,但是他可能只有80%的时候,我认为是还ok。然后我用了一年多之后,它慢慢现在我觉得已经能达到95%以上。
I bought my Tesla at the end of 2018. At first, I thought the Autopilot was not bad, but it worked well only for 80% of the time. Then after a year, it improved quite a lot and could function well for 95% of the time.
你可以看到像一个小孩子一样,我刚买车的时候,我那台特斯拉我认为它是一个9岁的人在 开车。有时候它会乱插,我说怎么这么开车。
It’s almost like watching a kid. When I first bought my Tesla, it drove like a 9-year-old. It would swerve towards a car in the next lane, the way it drove itself was pretty unconventional.
然后它每一次软件升级,它感觉好像换了一个司机一样,我说又换一个司机,他长大了,现在变13岁了。然后我现在的司机应该在27岁左右,我觉得,比较成熟一点点,所以它是有一个成长的过程。
But with every update, you almost get the feeling that you have a different driver. The AP has developed so much; it first grew to be a 13-year-old. Now the AP that I’m using can drive like a 27-year-old. It’s an experienced driver now. Progress takes time.
现在每次特斯拉软件升级,你有没有很期待?我非常期待! 像中国区不是现在有一个可以斗地主,美国是没有的,我一直在问我朋友说,我怎么样可以拿到中国区的升级,我想斗地主。
Also, are you guys excited when Tesla updates its software? I look forward to that every time! There’s an Easter egg in China, the “Peasants VS. Landlord” video game, but it’s not available in the US. I’ve been asking my friends how I can get the Chinese update. I want to play that game so much.
Emma
我是蛮早15、16年就开始开特斯拉,然后那个时候就已经开始用AP,那个时候的AP你可以想象,其实是非常不成熟的。
I started driving a Tesla pretty early, around 2015 or 2016. I started using the AP then, which, as you can imagine, was still not totally functional.
我记得最搞笑的就是我是广州人嘛,然后开车去往佛山方向,地下写了“佛山”两个字,它看到佛字的单人旁,就给我来了一个迷之变道。它以为那个是一个那种单行线还是什么的。
You know what the funniest thing was, I’m from Guangzhou, right? And when I drove to Foshan, the Chinese characters of Foshan painted on the road actually fooled my car into thinking that it was a one-way sign, and so my AP immediately changed lanes for me.
反正就很多这种你想都想不到的小问题,那你怎么看它这个技术还这么不成熟的时候就把它推向市场?
There were lots of funny little bugs like this, what do you think of Tesla’s strategy to push certain technologies into the market before they are perfect?
Vincent
我自己看法是,因为你毕竟你必须得有一个成长的过程,像我们当时刚刚开始用 window,视窗,中文叫视窗?
My opinion is that, after all, the AP needs time to improve itself, just like we needed to give time for Windows to improve back in the day. Do you call Windows “Shichuang” in Chinese?
Emma
我们也叫window....
We also call it “Windows”…
Vincent
也叫windows对不对?那window的话,你不觉得刚开始用的时候,它一直会 crash,一直会死机,那难道Window就不出来了吗?不可以。
Alright, you guys also call it “Windows”.For Windows, don’t you think that when you first started using it, it kept crashing down? Did this mean that Windows should not come out? Of course not.
这个就是特斯拉他们的企业文化,你不停的犯错,你不停在犯错里面找到解决的方法,所以你才会进步。我个人是很赞同这种看法,所以有一些小问题我觉得是很正常,因为没有人,如果你不想去尝试,你就永远不会进步,你就永远都是福特跟通用汽车。
This is Tesla’s company culture too. You keep making mistakes, and you keep finding solutions to your mistakes. That’s how you move forward. I’m a total believer of this principle. Having problems and bugs are expected. Because no one, I mean if you don’t try, you will never grow, and you will always be Ford or GM.
Emma
所以我们所有车主都参与到了测试不完美产品,助特斯拉边做边改的大型线下活动上,就天天帮它改bug。
So as Tesla owners, we are always in the process of trying out imperfect products, and we join the big off-line party of Tesla to help it debug and improve on a daily basis.
Vincent
没错,哈哈。
True, haha.
Part 3: The Product Model Y开始交车,这辆SUV有啥创新亮点?
How’s Model Y different from the other Tesla models?
Emma
欸,你身边有人开models Y了吗?
Has anyone around you already got his/her Model Y?
Vincent
有啊!
Yes!
Emma
他们什么什么感受?
How do they feel?
Vincent
很爽,哈哈哈哈哈。然后我身边的朋友已经有大概三个已经拿到车,然后他们感觉都觉得很不错,很棒!比model3稍微再大一些。
Awesome, hahaha. Three of my friends have already got their Model Y, and they all love it! It’s slightly bigger than Model 3.
Emma
除了size不同,size跟Model 3不同,还有什么不同吗?
Apart from the size difference between Model 3 and Y, is there any other difference?
Vincent
有很多不同的地方,你知道那时候Model 3它有一个叫做“生产地狱”, production hell,你知道为什么吗?你们知不知道为什么是production hell?
There are a lot of differences. You know Tesla went through a period of ”production hell“ with the Model 3. Do you know why? Why is it called “the production hell”?
Danny
我看了访谈好像是说机器人用得太多了。
I watched some interviews and it seems that too many robots were used in the production.
Vincent
没错,你答对了一半,为什么机器人太多就不行?为什么?
Yes you’re very close. So why is it a problem having too many robots? Why?
Danny
其实就是有一些人工可以很容易的这些生产过程,比如说把两个线给它怼在一起,但是像机器人的话就非常难去怼在一起。
Well, some things in the production process are very easy for us to do, such as connecting the wires, but it’s very challenging for robots.
Vincent
对,没错,你讲对了, 就是电线。问题就在于电线,从model S开始,他的电线大概是两公里,我没记错的话。然后到model X model,它降到一公里,然后到model3,它降到我没记错的话,降到500米。
Exactly, you’re exactly right about that. The problem is about the electrical wiring. I believe the Model S used to have about two kilometers of wires. And the Model X was reduced to one kilometer. And then the Model 3, only needed 500 meters.
你知道Model Y现在是降到100米,整台车的电线,所以它的生产时间可以快很多,因为它用少了电线,而且在电车里面你也知道,你电跑得越短的距离,你其实耗电量会降低很多,你比较efficiency,没错吧?对不对?
You know the wiring for the entire Model Y is now down to 100 meters, so the production time is reduced a lot. For an electric car, the shorter the circuit distance, the lower the power lost. It’s just more efficient, you know?
所以那时候它的问题就在于说机器人不懂得怎么把电线穿在那个车里面,所以导致它需要很多人手去,它低估了难度,所以他们现在改了。
So the problem at the time was that the robots didn’t know how to assemble the wiring harnesses into the vehicle, so human labor was badly needed. Tesla underestimated the difficulty then, but it has changed since.
以前是整台model3大概有七十几个body。Body叫什么车的身体,有外面像什么 panel那些东西。现在的话他大概有主要的骨架大概有4个东西,然后它是一个大型的冲压,这样子四个东西,把它合起来的。所以它制造的工艺又不一样跟model3。
Previously, the Model 3 has about seventy body components, such as the panels on the outside. Now the Model Y is built from four major components, with giant stamping machines to put them together. So the manufacturing process is quite different.
Emma
对,所以它从这个方面也是做到了更简约。
Yeah, it shows that things have been simplified and improved.
Vincent
生产工艺来讲简约,但是它里面有很多通用的零件。我举个例子,像汽车的椅子,都是跟model3通用的。
The production process has been simplified, but many of the components of the two cars are shared, for example the seats of the Model Y and the Model 3 are the same.
Danny
Model Y和Model 3是同一个平台。
Model Y and 3 are built on the same platform.
Vincent
我看中国制造Model 3的造工比美国的还要好。
I found that the Model 3 built in China is even better than that in the US.
Part 4: The Culture 特斯拉凭什么不断创新? 代价是什么?
What makes Tesla innovative and controversial?
Danny
特斯拉的整个风格,特别像苹果,而且不只是这个公司层面,我觉得 Elon Musk其实无论是创新精神,或者是行事作风,都特别像当年的乔布斯。
Tesla has often been compared to Apple, not only at the company level. I think Elon Musk, whether his innovative spirit or managing style, bears some resemblance to Steve Jobs.
好的一面就是大家都会夸他非常敢于创新,但其实也偶尔会出现一些负面的印象,比如说他对员工是超级严格。
On the one hand, people admire his courage to always innovate. But on the other hand, it can also be controversial. For example, Elon can be super tough on employees.
然后或者比如说高管对他这种可能太冒险的精神不是那么赞同,但是我不知道从你的角度来看,你是否也发现Elon Musk有这种这种特点呢?
And his decisions to be extremely progressive all the time are not always welcomed by other executives. I’m wondering, from your point of view, are these comments right about Elon Musk?
Vincent
是, 确实是这样子。包括我认识的有在特斯拉里面上班的员工都说,在里面工作的压力,那个叫tension会很大。原因是在于它是一家高速成长的公司。
Yes I think so. Some Tesla employees I know also told me that they were under great pressure working in Tesla. It’s because Tesla is a fast-growing company.
它所谓真正的量产型的是Model S ,出来之后,它是从2012年到现在,短短的8年时间,他们一开始交车,我没记错的话,第一年好像只交了两千台车,两三千台车很少。
The mass production of Model S was first unveiled in 2012, it’s just 8 years since then. At the very beginning, it only delivered, if I remember correctly, two thousand, two to three thousand cars in the first year, which is not a lot at all.
到2019年,已经36万多台车了,全球在一个8年时间,你可以算到它几乎每一年是按50%的成长,维持了8年,而且这个还会继续下去,维持一个很长很长的时间。
By 2019, there were more than 360,000 vehicles delivered. In an 8-year period, we witness a 50% growth rate each year. And this momentum will keep going for a long time.
那在一个这么大的高速成长的公司里面,他不可能让员工停留在同一个地方。他必须得不停地创新,不停地解决问题。
In such a fast-growing company, he wouldn’t allow his employees to slack off. He will push you to keep innovating and solving problems.
所以我认为他们的企业文化是鼓励员工冒险,鼓励员工创新,而不是说我不做、不错就没事,就可以拿薪水。他们要求的是不停不停的进步。
So I think their company culture is about encouraging everyone to take risks and innovate, rather than doing a regular job and getting paid for making no mistakes with doing nothing at all. You need to keep going forward at Tesla.
Emma
对的,其实而且我觉得不只是在Tesla,就所有Elon领导的公司基本都是这样。Space X的有一个前高管,她说钻石是在巨大压力下打磨出来的,而Elon是钻石制造大师。
That’s right. In fact, I think it’s not just at Tesla. All companies led by Elon are like that. A former executive at Space X said that diamonds were made under tremendous pressure, and Elon is a master of “diamond making”.
马斯克他想找的人,就是你在内里会有一种自我驱动力特别强的,拼命想做事,自我驱动力特别强的一种精神,然后他在外面再给你很大的外部压力,然后就像一个钻石那样,你里面外面都有压力的时候,你就能够有一个很酷炫的东西被打磨出来。
The kinds of people Musk wants to attract are those with strong self-motivation. They have the inner drive to do great things. Then he will put tremendous external pressure on you too. Like a diamond, when you are under pressure from the inside and the outside, something really shiny can be created.
所以我觉得基本上这种想引领创新的人都是很tough的,都有这种招黑又招粉的体质。
Innovators are often tough, they attract both followers and haters easily.
Vincent
对,因为你要理解到对于汽车行业来讲,它是一家非常新的公司, 它必须得在最短的时间超越,而且站稳脚,在汽车行业里面, 能给予他的时间真的不多。所以他必须得在最短的时间活下来、长大,成为一个站稳脚的公司,所以这种压力Elon他自己也讲过,这个是必须的,没办法。
Yes. You have to understand that Tesla is a very new player in the automotive industry. It must survive and stand out in the shortest time. There is really not much time for it, so Tesla has to grow and become a sustainable company in the shortest time. Elon talked about this kind of pressure too. It’s inevitable.
Emma
对,所以也是为什么像vincent这种说起特斯拉这么厉害,一套一套的, 最佳编外都不进特斯拉工作的原因, 太辛苦了。
Yeah, that’s why people, like Vincent, who are so fond of Tesla, and who knows Tesla inside out still don’t want to work at Tesla. It’s too stressful.
Vincent
不一定,但是应该不会,哈哈哈,我比较享受成为车主。
Not necessarily, but I prefer to be a car-owner.
Emma
Vincent比较喜欢做花钱的那一方。
Vincent enjoys being on the money-spending side.
Vincent
哈哈哈 可以这么说。
Hahaha, not wrong.
呃,小丹尼让我来做个总结。其实和Vincent还有小丹尼聊了两个多小说,说了很多关于Model Y,Starlink星链计划之类的好玩话题,但因为时间关系,都没放进视频里……你们如果想听点什么?留言告诉我们!第二期视频可以继续聊。
Erm, Danny asked me to do a quick recap. We’ve talked with Vincent for two hours. There are a lot of topics (Model Y, Starlink etc) we covered that are not included in this video because of the time limit. If there’s any topic that you’d like to know more about, let us know. We’ll cover it in our next episode.
虽然我们今天是一场“电动车吹”的大聚会,但你肯定也发现了——即使是我跟Vincent这种最铁的特斯拉粉丝,也不得不承认:马斯克对员工,有时是苛刻的;特斯拉的产品和服务,也是槽点不少;甚至特斯拉的独特审美,一开始也难被接受。
Although the three of us are EV lovers, you must already notice that even the most hardcore Tesla fans, such Vincent and myself, will admit that Elon Musk is sometimes harsh on his employees, that Tesla has a lot to improve in terms of its products and services. Even Tesla’s unique design language is difficult for fans to accept at first.
但是呢,特斯拉依然有很多支持者,依然能招到最顶级的员工。这本身就是个很神奇的现象。
But despite all that, Tesla still wins the hearts of many. It still attracts top talents to work for Tesla. This in itself is an amazing phenomenon.
特斯拉的前CTO J B Straubel说,我们都把 “创新”两个字浪漫化了,其实背后,都是痛苦和牺牲。
Tesla’s former CTO J.B. Straubel once said, innovation is romanticized. It involves a lot of pain and sacrifice.
创新是特斯拉的调性,过程中充满了争议和舍弃,也自然会遇到各种“两难”的抉择。
Innovation is the essence of Tesla. To achieve it, Tesla has no choice but to make some very hard decisions. It has to face a lot of “dilemmas” along the way.
马斯克作为leader, 特斯拉作为智能电动汽车的引领者,要做一个又一个因为生存和创新而面临的两难抉择。他们的选择永远是:为了大爱,牺牲小爱;为了长期,牺牲短期。
Musk as the company leader and Tesla as the pioneer in the EV industry will both have to make a lot of tough decisions for the sake of survival and innovation. Their choices are always in line with this: sacrificing details for the greater vision; sacrificing short-term benefits for long-term achievements.
其实任何伟大的文学,都在阐述着某种“两难”的局面。因为有了两难才有张力和戏剧性。有了两难才有冲突和思考,也才真实。所以西方文学最出名的一句话,就是哈姆莱特的“to be or not to be”,人类的终极两难。
We can see that all great literature is exploring some kind of "dilemma", because it provokes the best tension and drama. Only when there is a dilemma can there be conflicts, deeper reflections and a sense of reality. One of the most famous quotes in Western literature is "to be or not to be" by Hamlet, which is also the ultimate dilemma for man.
而正如烟花的绚烂是因为火药的碰撞,人类的进步也源自无数次挣扎、冲突、选择和碰撞,源自最开始第一个人的疯狂,第一帮人的奋不顾身,以及后来更多的愿意尝试新事物、拥抱不完美的群体。
Just as fireworks are a result of the collision of gunpowder, human progress is also a result of countless struggles, conflicts and hard decisions. It all started with the “madness” of that first innovator, with the relentless effort of that first group of pioneers that follow, and then with those who are willing to try new things and embrace imperfections.
克拉克说:“足够先进的科技,无异于魔法”。以特斯拉为代表的汽车电动化和智能化,不正是一种现代社会的“诗与远方”吗?
Arthur Charles Clarke said: “Any sufficiently advanced technology is indistinguishable from magic." Isn’t the development of electric cars and autonomous driving, as represented by Tesla, a kind of awe and wonder for modern societies?
Tech is Magic. See you next time.
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