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cover of episode Tesla delivery estimates drop, NACS extension cable, Fisker bankruptcy?, and more

Tesla delivery estimates drop, NACS extension cable, Fisker bankruptcy?, and more

2024/3/15
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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。
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Fred Lambert: 本期节目讨论了特斯拉交付量预测下降,这对于电动汽车的普及具有重大影响,因为特斯拉仍然是美国电动汽车市场的主要参与者。本季度特斯拉交付量预测大幅下调,原因是需求和生产方面都出现了问题。特斯拉2023年第四季度交付量创纪录,达到484,000辆,同比增长20%。多家投行下调了对特斯拉2024年第一季度交付量的预期,从最初的479,000辆下降到425,000-435,000辆之间。特斯拉2024年第一季度交付量预测下调的部分原因是中国的春节假期和柏林超级工厂的纵火事件导致的生产中断。特斯拉正在对那些高价转售Cybertruck的用户采取行动,这引发了争议。特斯拉推出了一项计划,让长期持股的特斯拉股东可以更早地获得Cybertruck。特斯拉正在招聘一名高级经理来领导一个名为“零服务”的新项目,目标是减少车辆维修的需求。特斯拉确认正在开发一条NACS转NACS的延长线,以解决不同充电口位置带来的超级充电问题,但这需要额外付费购买。一起2018年的致命Autopilot事故即将开庭审理,此次诉讼将重点关注特斯拉是否应对驾驶员过度自信负有责任。印度政府推出了一项新计划,降低了电动汽车的进口关税,为特斯拉进入印度市场打开了大门。 Seth Wintraub: 就Polestar 3的新配置、大众汽车ID.1的生产日期、Fisker公司潜在的破产以及Waymo公司在洛杉矶和奥斯汀推出全自动驾驶服务发表了评论。对Span公司推出的新的智能电气面板产品线表示赞赏。

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Discusses the recent downgrades in Tesla's delivery estimates and the potential impact on EV market adoption, considering production and demand issues.

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 Tesla’s delivery estimates dropping, a NACS extension cable, a possible Fisker bankruptcy, 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/watch?v=ZuXuWC9DIoo