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cover of episode Next-gen Tesla in 2025, TSLA earnings, Porsche Macan EV unveiled, and more

Next-gen Tesla in 2025, TSLA earnings, Porsche Macan EV unveiled, and more

2024/1/26
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Electrek
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F
Fred Lambert
专注于可持续交通和能源领域的记者和播客主持人。
S
Seth Wintraub
创始人和出版人，主持Electrek Podcast，专注于电动汽车和绿色能源新闻。
Topics
Fred Lambert: 本周讨论的话题涵盖特斯拉第四季度财报，其中虽然营收略低于预期，但每股收益达到预期，并且公司仍保持盈利。然而，特斯拉预计2024年的汽车销量增长率将显著低于2023年，这主要是因为公司正处于两个主要增长阶段之间的过渡期，下一代汽车平台的推出将需要时间。此外，他还讨论了特斯拉全自动驾驶系统FSD v12版本的发布，以及与其他汽车制造商就FSD技术许可进行的谈判。他认为，FSD v12是特斯拉实现完全自动驾驶的最后希望，但目前仍存在许多挑战。他还谈到了Model 3 Performance车型的更新换代，以及保时捷Macan EV的发布。 Seth Wintraub: 特斯拉的增长率放缓，这与其正在进行的Cybertruck项目以及其他业务扩张有关。特斯拉的估值可能需要重新评估，因为它不再保持50%的同比增长率。他认为，马斯克寻求获得更多特斯拉投票权的举动是出于对公司未来发展方向的担忧，以及对激进投资者和股东咨询公司可能影响公司战略的担忧。他还对特斯拉FSD技术的未来发展表示担忧，并认为Waymo等公司在自动驾驶技术方面已经领先于特斯拉。

Deep Dive

Chapters
Tesla's 2024 growth guidance, indicating a notably lower growth rate than 2023, has negatively impacted its stock price. The discussion explores the implications of this guidance and potential growth scenarios.

Shownotes Transcript

On the Electrek Podcast), we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss next-gen Tesla vehicles coming in 2025, TSLA earnings, the Porsche Macan EV being unveiled, and more.

Today’s episode is sponsored by Upway), a leading online e-bike provider carrying the broadest selection of brand-new and certified pre-owned models.

The show is live every Friday at 4 p.m. ET on Electrek’s YouTube channel).

As a reminder, we’ll have an accompanying post, like this one, on the site with an embedded link to the live stream. Head to the YouTube channel) to get your questions and comments in.

After the show ends at around 5 p.m. ET, the video will be archived on YouTube) and the audio on all your favorite podcast apps:

We now have a Patreon) if you want to help us avoid more ads and invest more in our content. We have some awesome gifts for our Patreons and more coming.

Here are a few of the articles that we will discuss during the podcast:

Here’s the live stream for today’s episode starting at 4:00 p.m. ET (or the video after 5 p.m. ET):

https://www.youtube.com/watch?v=HI_PbrnfPQA