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cover of episode Tesla's Terrible Q1 Prompts Musk Return? & Companies Face RFK Jr.'s Food Dye Ban

Tesla's Terrible Q1 Prompts Musk Return? & Companies Face RFK Jr.'s Food Dye Ban

2025/4/23
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Morning Brew Daily

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Neil Freiman和Toby Howell:特斯拉第一季度财报显示,全球交付量下降13%,净收入下降71%。这与埃隆·马斯克将过多精力放在狗狗币项目有关,导致股东不满。虽然马斯克承诺未来将减少在狗狗币上的时间,但这并不能保证特斯拉能够迅速扭转局面。 特斯拉面临着来自传统车企和中国比亚迪等竞争对手的巨大压力。为了应对挑战,特斯拉计划于今年夏天在奥斯汀推出自动驾驶出租车服务,并发布一款价格更亲民的电动汽车车型。 此外,特斯拉Cybertruck的销量也令人失望,仅售出6400辆,远低于其产能。因此,特斯拉正在重新调整Cybertruck的品牌定位,将其目标客户群体转向更注重实用性的消费者,例如从事体力劳动的群体。

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Episode 567: Neal and Toby chat about Tesla reporting a wide miss on its Q1 earnings (no surprise there), but Elon Musk says he is coming back from Washington to Tesla. Then, RFK Jr.'s move to ban food dyes in the food supply could shake up the industry. Also, Chobani and Roche are now the latest companies that have announced investments of new factories on US soil amid tariff threats. Meanwhile, Japan faces a rice shortage crisis that forces it to import rice from neighboring countries. 

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