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cover of episode Tesla deliveries, Cybertruck sales shock, Rivian surprises, and more

Tesla deliveries, Cybertruck sales shock, Rivian surprises, and more

2025/1/3
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Electrek

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Fred Lambert: 我认为特斯拉第四季度的交付量低于预期,这是一个令人担忧的信号。尽管交付量创下了新的纪录,但未能达到特斯拉自身的增长目标。特斯拉在2024年增加了Cybertruck车型,并提供了有史以来最大的折扣和激励措施,但仍然未能实现增长。这可能与Elon的政治立场有关,也可能与竞争加剧有关。特斯拉的租赁业务也在增长,但这并不足以弥补交付量的下降。总的来说,我认为2024年对特斯拉来说是糟糕的一年,即使有些人试图以其他方式解释它。生产也下降了,这很奇怪,因为特斯拉已经全面提高了柏林和德克萨斯工厂的产量,并试图扩大上海工厂的规模。尽管如此,特斯拉的能源存储业务表现良好,这是一个亮点。 Seth Wintra: 我同意Fred的观点,特斯拉的交付量令人失望。我想知道Elon是否把太多的时间花在了Twitter上,而没有把足够的时间花在特斯拉的业务上。Model Y应该已经升级了。Cybertruck的造型可能过于两极分化,而且Elon的个人形象也可能影响了人们购买特斯拉的意愿。如果特斯拉有一个正常的董事会,Elon可能早就被解雇了。希望这次的销量下滑能唤醒投资者和董事会。

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In the Electrek Podcast), we discuss the most popular news in the world of sustainable transport and energy. In this week’s episode, we discuss Tesla's delivery results, Cybertruck sales being disastrous, Rivian surprises, and more.

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/live/af9MJYEwi9E