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cover of episode Tesla's results were not electrifying, to say the least

Tesla's results were not electrifying, to say the least

2025/4/23
logo of podcast Marketplace All-in-One

Marketplace All-in-One
AI Deep Dive AI Chapters Transcript
People
D
David Brancaccio
H
Henry Epp
N
Nova Safo
S
Savannah Peters
Topics
David Brancaccio: 我报道了特斯拉令人沮丧的第一季度业绩，以及首席执行官埃隆·马斯克对此作出的回应。马斯克表示，他将减少在政府部门的工作时间，并将更多精力放在特斯拉上。 Nova Safo: 特斯拉第一季度业绩非常糟糕，汽车销量下降20%，利润下降70%。这与马斯克在特朗普政府的削减成本工作引发的强烈反弹和抗议有关。马斯克承诺从下个月开始，他每周只花一两天时间在特朗普政府工作，更多时间将用于特斯拉。他还谈到了关税问题，表示关税决定完全取决于美国总统，他将向总统提供建议，但最终决定权在总统手中。他与底特律汽车行业的大部分厂商意见一致，都认为降低关税是个好主意。 Savannah Peters: 许多公司难以预测未来，尤其是在消费品领域，因为消费者信心不足。消费品公司难以预测消费者何时会在物价上涨的压力下停止超额消费。许多消费品公司表示，他们无法提供预测，或者给出两种不同的预测路径，一种是假设消费者继续消费，另一种是假设消费者开始勒紧裤腰带。 Henry Epp: 尽管新建房屋数量同比增长10%，但新房建设面临逆风。3月份新建独户住宅开工数量下降了14%，这与通常情况相反。房主对401K等投资的缩水感到担忧，因此不太愿意在装修和建造新房上花钱。潜在购房者担心建筑材料价格上涨。建筑商报告称，建筑材料供应商已经提高了价格，导致每套独户住宅的建筑成本增加了约1.1万美元。建筑商报告称，潜在买家的咨询减少，前往样板房和网站的流量减少。在某些市场，需求可能低于建筑商过去一年投放市场的供应量，这可能导致建筑商降价。对于能够负担得起的潜在买家来说，这是一个进入新房市场的好机会。目前的市场环境不利于开发商建造更多新房。奥斯汀的承包商正在进行更多的房屋改造项目，以保持业务运转。

Deep Dive

Chapters
Tesla's first quarter results were significantly worse than expected, with auto sales down 20% and profits plummeting by 70%. Elon Musk's cost-cutting measures and his involvement with the Trump administration contributed to the negative outcome. Musk's shifting priorities towards Tesla and his views on tariffs are also discussed.
  • Tesla's auto sales down 20%
  • Tesla's profits down 70%
  • Elon Musk to spend less time with Trump administration, more time on Tesla
  • Musk's opinion on tariffs aligns with Detroit auto industry

Shownotes Transcript

There's no way of sugar-coating it: The numbers from Tesla’s first quarter results were quite bad. That's unsurprising considering the blowback and protests at Tesla dealerships resulting from Elon Musk’s cost-cutting work with DOGE within the Trump administration. Auto sales were down 20%, and profits were down a whopping 70%. Plus, consumer-oriented brands struggle to predict their outlooks amid consumer jitters, and new home construction faces headwinds.