WSJ's Tim Higgins: Investors are excited Elon Musk can bring some of his attention back to Tesla
Summary
TLDR投资者对埃隆·马斯克的薪酬方案投票赞成,希望这能让他重新聚焦电动汽车制造。尽管投资者对此感到兴奋,但该方案还需通过特拉华州法院的审批。特斯拉的股价受到质疑,市场对电动汽车的兴奋度不如以往。马斯克在舞台上的活跃表现和对机器人及人工智能的兴奋讨论,并未掩盖特斯拉在汽车制造领域的挑战。投资者担心马斯克的注意力和资源可能被分散到他的其他AI公司,如Neuralink。
Takeaways
- 🚀 股东批准了埃隆·马斯克的薪酬方案,许多投资者希望这将带来埃隆·马斯克重新聚焦于电动汽车制造。
- 🤔 一些投资者担心埃隆·马斯克可能因为其他事务而分心,影响他对特斯拉的关注。
- 🏛 尽管股东投票支持,但埃隆·马斯克的薪酬方案还需通过特拉华州法院的审批过程。
- 📚 法律专家表示,股东的投票结果可能会在法院中被讨论,存在多种可能的结果。
- 🔍 特斯拉的未来和股价面临压力,市场对电动汽车的兴趣可能不如过去几年那么高。
- 🤖 埃隆·马斯克在舞台上对机器人和人工智能表现出极大兴趣,但这些是特斯拉汽车制造业务的核心问题。
- 🛑 特斯拉目前似乎处于低迷状态,市场上对电动汽车的兴奋度有所下降。
- 🚗 特斯拉计划推出全自动驾驶的机器人出租车业务,但目前看来这一承诺还很远。
- 🏙️ 在旧金山,尽管有Waymo的自动驾驶汽车在运行,但特斯拉尚未展示类似的技术。
- 🚦 居民对自动驾驶汽车的安全性和责任问题持谨慎态度,特别是当这些车辆发生事故时。
- 💼 一些股东和养老基金对埃隆·马斯克将注意力和资源分散到其他项目上表示不满。
Q & A
埃隆·马斯克的薪酬方案是否已经得到了股东的批准?
-是的,股东已经投票批准了埃隆·马斯克的薪酬方案。
股东批准薪酬方案后,是否还需要其他程序?
-股东批准后,该方案还需要经过特拉华州法院的程序。
投资者对埃隆·马斯克的回归有何期待?
-投资者期待埃隆·马斯克能够重新专注于电动汽车制造业,并为市场带来新的活力。
埃隆·马斯克在舞台上的表现是否让投资者感到担忧?
-一些投资者担心埃隆·马斯克在舞台上的表现可能显示出他分心或情绪化的一面。
特斯拉的股东是否对埃隆·马斯克的分心感到担忧?
-是的,股东担心埃隆·马斯克可能因为其他事务而分心,从而影响特斯拉的发展。
特斯拉的股东大会投票结果是否会影响法律诉讼的进程?
-股东大会的投票结果可能会加强特斯拉在上诉过程中的立场,但最终结果将由法院决定。
特斯拉的机器人出租车计划目前进展如何?
-根据对话内容,特斯拉的机器人出租车计划似乎还有很长的路要走,目前还没有看到表明他们已经准备好实施该计划的技术。
旧金山的居民对自动驾驶汽车的态度如何?
-旧金山居民对自动驾驶汽车表现出犹豫,特别是当这些车辆发生事故时,因为人们对于机器人驾驶的宽容度较低。
特斯拉的股东是否对公司的资源分配有疑虑?
-是的,一些股东担心埃隆·马斯克可能会将最好的创意和资源转移到他的其他公司,如xAI,这让他们感到不安。
特斯拉的电动汽车市场目前面临哪些挑战?
-特斯拉的电动汽车市场目前面临的挑战包括消费者对电动汽车的兴趣不如过去几年那么高,以及特斯拉可能在推出新车型方面落后。
埃隆·马斯克如何向股东证明他对特斯拉的承诺?
-埃隆·马斯克通过在股东大会上的表现以及他对特斯拉未来发展的愿景来向股东证明他的承诺。
Outlines
🚀 马斯克薪酬方案获批准,投资者期待其回归电动汽车制造
投资者对埃隆·马斯克的薪酬方案投了赞成票,希望这能促使他重新专注于电动汽车(EV)制造领域。在节目上,讨论了马斯克在舞台上的表现,以及他是否能恢复到过去的状态,重新激发市场对特斯拉潜力的兴趣。一些投资者担心马斯克可能因为其他事务而分心,但这次投票结果可能使他们对特斯拉的关注度增加。尽管投资者投票赞成,但该方案还需通过特拉华州法院的程序,尽管这次投票可能比上次更为顺利。
🤖 特斯拉未来展望:机器人和AI技术的核心问题
尽管马斯克在舞台上对机器人和人工智能(AI)表现出极大热情,但特斯拉目前面临的主要问题是其在汽车制造业务中的核心问题。金属加工行业竞争激烈,特斯拉似乎正面临市场低迷。消费者对电动车的兴趣不如往年,特斯拉似乎在用旧车型来应对市场,引发了对公司可能处于劣势的担忧。马斯克曾表示,机器人出租车是特斯拉计划的核心,他们将推出完全自动驾驶的整个机器人出租车业务,但目前看来这一承诺似乎还很遥远。
🚗 特斯拉自动驾驶技术尚未实现,市场疑虑犹存
尽管马斯克对自动驾驶技术充满信心,但目前尚未看到特斯拉在这方面取得实质性进展。例如,在旧金山,尽管有Waymo的自动驾驶汽车在城市中行驶,但特斯拉尚未展示其自动驾驶技术。这引发了对特斯拉自动驾驶技术何时能够实现的疑问,以及对自动驾驶汽车在事故中的责任和责任归属问题的关注。
💡 股东和养老基金对特斯拉的担忧:马斯克的注意力和资源分配
一些股东和养老基金对特斯拉的未来发展表示担忧,特别是对马斯克的注意力和资源分配问题。多年来,马斯克一直强调特斯拉是一家AI公司,是自动驾驶汽车的代表。然而,他现在也在另一家初创公司Neuralink中涉足AI领域,这引发了股东对马斯克可能将最好的想法转移到其他地方的担忧。
Mindmap
Keywords
💡Elon Musk
💡薪酬方案
💡特拉华州法院
💡电动汽车制造
💡机器人
💡人工智能 (AI)
💡自动驾驶
💡股东
💡分心
💡市场竞争力
Highlights
投资者投票批准了埃隆·马斯克的薪酬方案,希望这能带来他对电动汽车制造业的重新专注。
一些投资者担心埃隆·马斯克的分心,希望他能回归专注于特斯拉。
投资者对埃隆·马斯克在舞台上的表现感到兴奋,这可能有助于特斯拉的股价。
尽管投资者投票赞成,但埃隆·马斯克的薪酬方案还需经过特拉华州法院的审批。
法律专家表示,特斯拉股东的投票结果可能会在法庭上有不同的解读。
特拉华州最高法院可能会对埃隆·马斯克的薪酬方案做出最终裁决。
特斯拉的股价受到未来不确定性的影响,面临压力。
埃隆·马斯克在舞台上对机器人和人工智能的兴奋可能对特斯拉的核心业务有积极影响。
特斯拉目前面临汽车制造业的挑战,金属加工行业竞争激烈。
特斯拉的电动汽车在市场上的吸引力可能不如过去几年。
特斯拉可能会推出旧车型来应对市场变化,但存在被竞争对手超越的风险。
埃隆·马斯克提出的全自动驾驶出租车业务计划似乎还很遥远。
目前尚未看到特斯拉展示全自动驾驶出租车所需的技术。
旧金山居民对自动驾驶汽车的安全性和责任问题持谨慎态度。
股东和养老基金对埃隆·马斯克将注意力和资源分散到其他项目上表示不满。
埃隆·马斯克将特斯拉定位为人工智能和自动驾驶汽车公司,但现在他也在其他初创公司中推广人工智能。
股东担心埃隆·马斯克将最好的创意带到其他公司,而不是特斯拉。
Transcripts
VOTED TO APPROVE ELON MUSK'S PAY
PACKAGE.
MANY INVESTORS HOPE THIS WILL BE
RETURN OF THE OLD ELON WITH
RENEWED FOCUS IN THE EV
MANUFACTURING.
JOINING US TO TALK ABOUT THIS
AND MORE, "WALL STREET JOURNAL"
BUSINESS CLUMPIST AND CNBC
CONTRIBUTOR.
GOOD TO SEE YOU.
>> GOOD TO SEE YOU.
>> ONSTAGE DANCING AROUND
TELLING HIM HE LOVES THESE
SHARE
SHAREHOLDERS.
IS THIS THE RETURN OF OLD?
>> IT SEEM IT'S.
WORRYING SOME INVESTORS THE SAD,
ANGRY ELON.
HERE THE ELON THAT EXCITES THESE
INVESTORS AND EXCITES THE MARKET
ABOUT THE POTENTIAL FOR WHAT
TESLA CAN DO AND THE CONCERN FOR
SO MANY MONTHS HAS BEEN THAT
ELON WAS DISTRACTED SOME PLACE
ELSE, GOING TO LEAVE.
THE IDEA COULD BRING ATTENTION
TO TESLA IS DEFINITELY WHAT
THESE INVESTORS ARE SO EXCITED
ABOUT.
>> THE INVESTORS VOTED FOR THIS,
BUT IT STILL HAS TO GO THROUGH
THE DELAWARE COURT PROCESS.
IS THAT POTENTIALLY CONVOLUTED.
LOOK, THEY DID WHAT THE JUDGE
WAS SAYING THEY DIDN'T DO LAST
TIME AROUND.
HARD TO IMAGINE THEY VOTED IN
FAVOR OF IT THIS TIME AND DIDN'T
KNOW WHAT THEY WERE TALKING
ABOUT?
SO MUCH WRITTEN AND SPOKEN ABOUT
IT.
>> IT'S ARGUMENT TESLA WILL
MAKE.
THIS TURNOUT, EXCITEMENT, WILL
BOLSTER THEIR CASE AS THEY
APPEAL THIS, BUT LEGAL EXPERTS
SAY THIS IS GOING TO BE DECIDED
IN THE COURTS.
MULTIPLE SCENARIOS COULD PLAY
OUT.
THE JUDGE COULD SAY, YES,
EXACTLY.
TESLA SHAREHOLDERS KNEW WHAT
THEY WERE DOING AND MAYBE NOT
AGREE.
THIS COULD POTENTIALLY LIKELY GO
TO THE DELAWARE SUPREME COURT.
>> OKAY.
SET THIS PART ASIDE, BECAUSE
THERE HAVE BEEN QUESTIONS RAISED
ABOUT TESLA, ABOUT ITS FUTURE,
AND THOSE CAN STILL STICK
AROUND, TOO.
STOCK UNDER PRESSURE.
>> IT'S INTERESTING.
WHEN WE SAW HIM ONSAGE SO MUCH
EXCITEMENT ABOUT ROBOTS AND A.I.
CORE ISSUES FOR TESLA ARE IN THE
TODAY CARMAKING BUSINESS.
METAL BASHES IS TOUGH AND TESS.
>> Larry: IS IN A SLUMP.
EVs NOT EXCITE AS EXCITING IN
PAST YEARS FOR CONSUMERS AND
TESLA REALLY IS KIND OF GOING TO
MARKET WITH OLD VEHICLES AND SO
THERE'S CONCERN THERE THAT MAYBE
THEY ARE ON THEIR BACK FOOT.
>> ROBOTAXIS.
SAID THAT'S BASICALLY HEART OF
THE PLAN AND THEY'RE GOING TO
HAVE WITH FULL SELF-DRIVING AN
ENTIRE ROBOTAXI BUSINESS THAT
YOU CAN PUT YOUR CAR IN, YOUR
TESLA IN, WHOEVER YOU CHOOSE TO
DO IT, OR TAKE IT OUT?
HOW FAR AWAY IS THAT PROMISE?
>> SEEMS PRETTY FAR AWAY.
WE DON'T KNOW EVERYTHING UNDER
THE HOOD OBVIOUSLY BUT HAVEN'T
SEEN TECHNOLOGY SUGGESTING
THEY'RE READY TO DO THAT TODAY.
FOR EXAMPLE, I LIVE IN SAN
FRANCISCO AND CAN SEE WAYMOS
GOING AROUND THE CITY WITHOUT
PEOPLE IN THEM.
TESLA HASN'T PUT THAT TECHNOLOGY
IN PLAY YET.
>> HOW MANY IN SAN FRANCISCO?
WE DON'T SEE THEM HERE.
>> ALL THE TIME.
MORNING RUN, I HAVE A GAME, TAKE
PICTURES AND SEND THEM TO MY
NIECE SO SHE CAN SEE THEM.
>> I WOULD LOVE TO SEE THEM TOO,
IN TERMS OF BRINGING DOWN
ACCIDENTS.
>> IT WILL BE IMPROVING SAFETY.
WE'VE SEEN IN SAN FRANCISCO REAL
HESITANCE AMONG RESIDENTS WHEN
THESE CARS GET INTO CRASHES,
BECAUSE WE'RE A LITTLE LESS
FORGIVING IF A ROBOT CRASHES
INTO YOU.
>> SOMEBODY HAS TO BE
RESPONSIBLE.
LIABILITY QUESTION ON THE OTHER
SIDE OF IT, TOO.
YOUR ARTICLE GOES ON TO TAKE A
LOOK AT SOME OF THE SHAREHOLDERS
AND PENSION FUNDS.
WHO ARE UNHAPPY WITH SOME OTHER
ISSUES, TOO.
JUST THE IDEA OF A DIVIDED ELON
IN TERMS OF WHERE HIS ATTENTION
GOES, AND IN TERMS OF WHERE THE
RESOURCES GO.
>> ABSOLUTELY.
FOR YEARS CAN ELON HAS BEEN
MAKING THE CASE TESLA IS THIS
A.I. COMPANY, THIS SELF-DRIVING
CAR COMPANY.
A BIG PLAY FOR A.I.
NOW DOING ONE OF HIS OTHER
START-UPS IS AN A.I. COMPANY.
xAI.
CONCERN HE'S TAKING BEST IDEAS
ELSEWHERE AND THAT DOESN'T SIT
WELL WITH THEM.
>> WHAT CAN BE DONE ABOUT IT
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