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WORST DAY EVER for SILVER Cold Snap in Florida – Massive Critter Drop New Fed Chair named Pausing on space PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Interactive Brokers Warm-Up - WORST DAY EVER for SILVER - Cold Snap in Florida - Massive Critter Drop - New Fed Chair named - Pausing on space Markets - Bitcoin plunges - Crypto "winter" - Deep dive into January economic results - USD rises from multi-month low - EM still powered ahead - ELON - PT Barnum move Cold Snap - On February 1, 2026, Florida faced a significant drop in temperatures, reaching a record low of 24°F (-4°C) in Orlando. This marked the lowest temperature recorded in February since 1923. - Iguanas dropping from tress all over the streets - Iguanas can survive temperatures down to the mid-40s Fahrenheit (around 7°C) by entering a "cold-stunned" state, where they appear dead but are just temporarily paralyzed and immobile; however, prolonged exposure to temperatures in the 30s and 40s, especially below freezing, can be lethal, particularly for smaller individuals, leading to tissue damage and organ failure. - They get sluggish below 50°F (10°C) and fall from trees as they lose grip. - The Florida Fish and Wildlife Conservation Commission (FWC) issued Executive Order 26-03 on Friday, allowing residents to collect and surrender cold-stunned green iguanas without a permit during an unprecedented cold weather event. Right on Schedule - Remember we talked about how the Nat Gas price was going to reverse, just as quickly as it spikeed? - Nat gas down 25% today - down about 28% from recent high - Still about 50% higher than it was before the spike. THIS! - Nvidia Corp. Chief Executive Officer Jensen Huang said the company's proposed $100 billion investment in OpenAI was “never a commitment” and that the company would consider any funding rounds “one at a time.” - “It was never a commitment,” Huang told reporters in Taipei on Sunday. “They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time.” Then Oracle announced that it will do a fundraiser in the form of equity and debt - needs to fund more datacenter build-out. - What happened to the OpenAI $300 Billion committment? - Or is the money that NVDA "committed to OpenAi, that they must have committed to Orcle, not a committment - GIGANTIC CIRCLE JERK Fungus - -Interesting - Did you know? Botrytis cinerea, a fungus causing grey mold, affects grapes by causing bunch rot, ruining fruit in high humidity. - While it often destroys crops, specific dry, warm conditions can transform it into "noble rot," concentrating sugars and creating high-value dessert wines (e.g., Sauternes, Tokaji) with honeyed, raisin-like, and apricot flavors. January Economic Review Employment — Job growth was nearly flat in December, with 50,000 new jobs added and earlier months revised lower. — Unemployment dipped slightly to 4.4%, but it's still higher than it was a year ago. — Long-term unemployment didn't change and remains high, and the labor force participation rate slipped to 62.4%. — Average hourly earnings rose 0.3% in December and are up 3.8% over the past year. — Weekly jobless claims stayed close to last year's levels, showing a labor market that is cooling but not weakening sharply. FOMC / Interest Rates — The Federal Reserve kept interest rates unchanged at 3.50%–3.75%. — Most policymakers agreed the economy continues to grow at a solid pace, though job gains are slowing and inflation remains above target. — Two committee members supported a small rate cut, but the majority preferred to wait. - Fed Chair Powell: Clearly, a weakening labor market calls for cutting. A stronger labor market says that rates are in a good place. It isn't anyone's base case right now that the next move will be a rate hike. - The economy has once again surprised us with its strength. Consumer spending numbers overall are good, and it looks like growth overall is on a solid footing. - Upside risks to inflation and downside risks to employment have diminished, but hard to say they are fully in balance. We think our policy is in a good place. - Overall, it's a stronger forecast since the Fed's last meeting. Haven't made any decisions about future meetings, but the economy is growing at a solid pace, the unemployment rate is broadly stable and inflation remains somewhat elevated, so we will be looking to our goal variables and letting the data light the way for us. - Most of the overrun in goods prices is from tariffs. We think tariffs are likely to move through, and be a one-time price increase. - Dissent: Miran and Waller (Miran is a admin shill and Waller wanted job as Fed Chair) GDP & Federal Budget — Economic growth remained strong in Q3 2025, with GDP rising at an annualized 4.4% driven by strong spending, higher exports, and reduced imports due to tariffs. — Investment was mixed, with business spending increasing while housing activity declined. — The federal deficit for December rose to $145 billion, though the fiscal year-to-date deficit is slightly smaller than last year. Inflation & Consumer Spending — Personal income and consumer spending rose moderately in October and November. — Inflation, measured by the PCE index, increased 0.2% in both months and roughly 2.7% year-over-year. — The Consumer Price Index rose 0.3% in December, with shelter, food, and energy all contributing. — Producer prices also increased, though 2025 producer inflation slowed compared to 2024. Housing — Existing home sales rose in December, but the number of homes for sale is still low. — Prices dipped a bit from November but remain higher than they were a year ago. — New-home sales in October were steady compared with the prior month but much higher than last year. — New-home prices fell compared to 2024, though they are still high relative to long-term norms. Manufacturing — Industrial production rose 0.4% in December and was up 2.0% for the year. — Manufacturing output increased, while mining activity declined and utility output jumped. — Durable goods orders grew sharply in November, driven by a big increase in transportation equipment, pointing to strong demand in key industries. Imports & Exports — Import and export prices rose slightly through November 2025. — The goods trade deficit widened in November because exports fell while imports increased. — For the year so far, both exports and imports are running above 2024 levels, though the overall trade deficit remains larger. Consumer Confidence — Consumer confidence fell sharply in January after improving in December. — Both views of current conditions and expectations for the future weakened, with expectations dropping well below the level that often signals recession risk. Earnings — Roughly one-third of S&P 500 companies have reported Q4 earnings, and overall results are strong. — 75% of companies have beaten EPS estimates, though this is slightly below long-term averages. Revenue beats remain solid at 65%. — Companies are reporting earnings 9.1% above estimates, which is well above the 5-and 10-year surprise averages. — The S&P 500 is on track for 11.9% year-over-year earnings growth, marking the 5th straight quarter of double-digit earnings growth. — Eight of eleven sectors are showing positive year-over-year earnings growth, led by Information Technology, Industrials, and Communication Services. — The Health Care sector shows the largest earnings declines among lagging categories. — The forward 12-month P/E ratio sits at ~22.2, elevated relative to 5-and 10-year averages, signaling continued optimism despite tariff and cost concerns. — FactSet also notes the S&P 500 is reporting a record-high net profit margin of 13.2%, the highest since 2009. INTERACTIVE BROKERS Check this out and find out more at: http://www.interactivebrokers.com/ S3XY No More - Tesla is ending production of the Model S sedan and Model X crossover by the end of Q2 2026 to focus on autonomous technology and humanoid robots (Optimus). - Do we have any idea with the TAM for either of these are? - Huge assumptions that Robotaxi will be a bug part of the global transportation. But, what if it isn't? - Unproven being built, taking out the proven - investors were not too happy about this...Stock was down after earnings showed continued sluggish EV sales and BIG Capex for Robotaxi refit, robots and chip manufacturing. But... - Friday - not to allow TESLA stock to move down tooo much. - With SpaceEx looking for an IPO in June - valuations have moved from $800B to 1.5T supposedly. - Now there is discussion of merging in xAI and possibly Tesla - Tesla shares dropped after earnings FED CHAIR PICK - Drumroll: Kevin Warsh - Seems like a good pick from the aspect of experience and ability - Deficit reducer? - More hawkish than market expected? - Announce Friday after several leaks in the morning And then... - Silver futures plummeted 31.4% to settle at $78.53, marking its worst day since March 1980. -It was down 35% during the day - the worst daily plunge ever on record. - It was the worst decline since the March 1980 Hunt Brothers crash. - The sharp moves down were initially triggered by reports of Warsh's nomination. - However, they gained steam in afternoon U.S. trading as investors who piled into the metals raced to book profits.- USD Spiked higher - Gold was down 10% - GOLD saw a drop of 10% to the close - 12% intraday - this was also a record - Bitcoin is down 25% from its recent level 2 weeks ago - ALL BEING BLAMED ON THE FED CHAIR PICK -- QUESTION - Will Trump back-peddle this OR talk to supporters in congress or tell them not to confirm him if markets continue to act squirrely? Fed Statement and Rates - Fed out with statement - no change on rates - Changes: Inflation up, employment steady, economy strong - Does not bode for much in the way of cuts - probably on hold though end of Powell term Apple Earnings - Apple reported blowout first-quarter earnings on Thursday, and predicted growth of as much as 16% in the current quarter, matching the period that just ended. - Sales could be even better, Apple said, if the company just secure enough chips to meet its customers' iPhone demands. - The company reported $42.1 billion in net income, or $2.84 per share, versus $36.33 billion, or $2.40 per share, in the year-ago period. - Apple saw particularly strong results in China, including Taiwan and Hong Kong. Sales in the region surged 38% during the quarter to $25.53 billion. - “The constraints that we have are driven by the availability of the advanced nodes that our SoCs are produced on, and at this time, we're seeing less flexibility in supply chain than normal,” Apple CEO Tim Cook said. - Stock up slightly - no great moves.... Blue Origin - Blue Origin will pause tourist flights to space for “no less than two years” to prioritize development of its moon lander and other lunar technologies. - The decision reflects Blue Origin's commitment to the nation's goal of returning to the Moon and establishing a permanent, sustained lunar presence. - The pause in tourist flights grounds the company's reusable New Shepard rocket, which has sent more than 90 people to the edge of space and back to experience brief periods of weightlessness. - Datacenters on the Moon? (sounds like a Pink Floyd album) Love the Show? Then how about a Donation? ANNOUNCING THE WINNER OF THE THE CLOSEST TO THE PIN CUP 2025 Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter
Klik je týždenný komentovaný prehľad technologických správ, o udalostiach, ktoré sa udiali vo svete IT, médií a sociálnych sietí. Moderátori: Ondrej Podstupka, Martin Hodás Discord diskusný server nájdete tu: https://discord.gg/eqeqBcw2V8 Linky: AI segment YouTube si posvieti na AI slop - https://blog.youtube/inside-youtube/the-future-of-youtube-2026/ Reklamy v ChatGPT - https://www.wired.com/story/openai-testing-ads-us/ Gemini bude poháňať asistenta od Apple https://www.cnbc.com/2026/01/12/apple-google-ai-siri-gemini.html SaaS firmy strácajú hodnotu https://finance.yahoo.com/news/no-reasons-own-software-stocks-140000103.html Asus končí so smartfonmi https://www.gsmarena.com/confirmed_asus_is_exiting_the_smartphone_market_-news-71158.php Tesla Tesla oficiálne prišla na Slovensko https://www.sme.sk/auto/c/tesla-oficialne-prichadza-na-slovensky-trh-na-nabrezi-dunaja-ukaze-svetelnu-sou Vesmír Blue Origin oznámil vlastnú satelitnú megakonšteláciu https://www.cnbc.com/2026/01/21/bezos-blue-origin-satellite-internet-spacex-amazon.html Spravili sme chybu, máte pripomienku? Napíšte nám na klik@sme.sk Kapitoly 00:00 Úvod01:26 AI segment (Reklamy v Chat GPT, YouTube chce potlačiť AI slop, softvér stráca hodnotu)36:58 Tesla na Slovensku46:38 Bezos rozbieha konkurenciu pre svoje vlastné satelity55:34 ZáverSee omnystudio.com/listener for privacy information.
This week on the podcast, your two favorite comedians discuss… —TikTok Videos—JD Vance—Kamala Harris00:00 Introductions04:19 JD Vance05:40 Kamala Harris09:37 Kristen Bell12:14 Amazon Layoffs20:07 Middle East Peace22:39 Tesla27:46 Argentina33:03 Tylenol35:56 Prince Andrew39:11 YouTube TVTikTokFor no reason, Jake and nathan talk about TikTok videos they've watched. JD VanceJD got hugged by Erika Kirk, and the internet blew up. Because the internet has too much time on its hands.Kamala HarrisHey, Kamala… to quote Motley Crue: “Girl, don't go away mad… Girl, just go away.”She hinted she's not done with running for office, this despite the fact NO ONE wants her to run for office. Ugh.Take a hint.Kristen BellThus far, Bell has refused to apologize for making a joke crybabies found insensitive, and the Idiots hope she continues to stand her ground.Amazon LayoffsAI is coming for all our jobs, especially that of…Podcasters?Apparently so!Middle East PeaceOoooh, we wanted Trump to win the Nobel Peace Prize for bringing Peace to the Middle East, because just because every other peace plan throughout history failed didn't mean Trump's peace plan would fail (like Trump Steaks, the Trump Casino, Trump University, the Trump Presidency, Trump Vodka, Trump Airlines, Trump Magazine, Trump the Game, Trump Mortgage…), but it did.Hamas and Israel are fighting again, just like Mom & Dad did before Dad went out for cigarettes and never came back.TeslaTesla wants to give Elon Musk a trillion-dollar bonus, because…Well, because apparently the board of directors at Tesla are the stupidest people on the planet.ArgentinaA Brazilian President tries to subvert the will of the people, and overthrow democracy.He goes to jail.An American President tries to subvert the will of the people, and overthrow democracy…So the stupidest of the stupid American people elect him president, again.And he then punishes Brazil for doing the right thing.The world we live in…TylenolWell, RFK and Trump lied. They said Tylenol was the devil, and caused autism, and now RFK is walking it back.Because science disagreed with his whim. Prince AndrewOh, royals… Why do you even exist?YouTube TVThey're fighting with Disney & ESPN, because sports is expensive.Idiots on Parade: we mock the news, so you don't have to.Tune in and get your giggle on.Find Jake at @jakeveveraFind nathan at nathantimmel.comShow your support by picking up a T-Shirt: https://nathan-timmel.dashery.com/
This week on the podcast, your two favorite comedians discuss… —Cracker Barrel Caves—The Gap—NFTs00:00 Introductions00:53 Cracker Barrel14:08 The Gap23:08 NFTs27:52 Snoop Dog40:10 Tesla40:26 TrumpCracker BarrelThose sissies caved.Conservatives were outraged (more so than whenever a school tragedy happens), so the powers that be cried “Uncle!”Because they're stupid, conservatives called the change, “woke,” but here we break down what was really supposed to happen.The GapNow, the left isn't without their crybabies, and several weeks back, blue-haired land whales breached en masse because of Sydney Sweeney.She promoted jeans, insecure women said, “OMG, she's prettier than I'll ever be, I need to attack her!” and started calling Sweeney racist.Well, The Gap has hit back with an ad full of beautiful women of their own, and the media loves it.No one is really talking about The Gap, but the media WANTS you to talk about it, so they're pretending the ad is going viral.Which, it's not.But, the women are still pretty to look at.NFTNFTs are back, baby!OK, no, they're not.But some people think they will be, and are still trading them.Weird.Snoop DogSnoop Dog is afraid of gay people.He has kids, and he doesn't know how to tell them in simple terms, “Gay people exist.”How odd. TeslaTesla was getting sued.They were offered to settle for 60 million dollars.They said, “No.”They lost a verdict for $243 million.Couldn't have happened to a more deserving company.Donald TrumpThe media loves clickbait, and this was an awful one.In an attempt to spark outrage toward Donald Trump, the media wrote a story about him that really wasn't all that bad.Kamala lose Secret Service protection.Big whoop.Idiots on Parade: we mock the news, so you don't have to.Tune in and get your giggle on.Find Jake at @jakeveveraFind nathan at nathantimmel.comShow your support by picking up a T-Shirt: https://www.teepublic.com/stores/nathan-timmel?ref_id=31623
中國電動車品牌比亞迪(BYD)最近更宣布推出全球最快的兆瓦閃充技術、讓電動車充電5分鐘就能續航400公里,相反,美國電動車龍頭特斯拉(Tesla)最近股價及市場分額均有所下,此消彼長的情況下,Tesla的一哥地位會否不保?
โอกาสที่ Tesla จะปักฐานผลิตที่ไทยจะเป็นไปได้แค่ไหน หลัง Tesla ยังไม่มีแผนผลิตทั้งในไทยและอาเซียน ขณะที่ยอดขายในไทยร่วงต่อเนื่อง รายละเอียดเป็นอย่างไร จับตา 2 คดีการเมือง ความเสี่ยงใหญ่เศรษฐกิจไทย พูดคุยกับ ผศ. ดร.เกียรติอนันต์ ล้วนแก้ว ผู้อำนวยการคณะทำงานจัดการองค์ความรู้และสื่อสารสาธารณะ และอาจารย์ประจำคณะเศรษฐศาสตร์ มหาวิทยาลัยธรรมศาสตร์
โอกาสที่ Tesla จะปักฐานผลิตที่ไทยจะเป็นไปได้แค่ไหน หลัง Tesla ยังไม่มีแผนผลิตทั้งในไทยและอาเซียน ขณะที่ยอดขายในไทยร่วงต่อเนื่อง รายละเอียดเป็นอย่างไร จับตา 2 คดีการเมือง ความเสี่ยงใหญ่เศรษฐกิจไทย พูดคุยกับ ผศ. ดร.เกียรติอนันต์ ล้วนแก้ว ผู้อำนวยการคณะทำงานจัดการองค์ความรู้และสื่อสารสาธารณะ และอาจารย์ประจำคณะเศรษฐศาสตร์ มหาวิทยาลัยธรรมศาสตร์
► If you enjoyed the episode, please leave us a good review!► More from PIF: https://linktr.ee/practicalislamicfinanceAn Unreal Price TargetIn this episode, we will cover:Market Highlights Tesla Shareholder Vote ARC Price Target for TeslaTesla's Robotaxi Prospects Tesla's Safety Record Tesla's Production and Revenue Projections Tesla vs. CompetitionMembership Details and BenefitsCONTACT USsalam@practicalislamicfinance.comABOUT OUR PODCASTOur podcast is about helping people ethically build wealth. We cover a broad range of topics including stock and crypto investing, product reviews, and general financial well-being.DISCLAIMERAnything you hear in this video is an opinion. It is not personalized financial advice. Make sure you do your due diligence before making any investment decisions.
News and Updates: FCC bringing back Net Neutrality TikTok says it will shut down US presence before selling ByteDance, TikTok and Douyin and why this is complicated NHTSA is investigating Tesla's Autopilot claims and capabilities, and fatal crashes the cause Tesla laying off 14K employees, still more to come
Pioneers of Innovation: Crafting Markets from Scratch In this compelling episode dive into the fascinating world of 'Category Creation.' Join our hosts as they unravel stories of brands that didn't just enter the market—they created it! From Lululemon's yoga pants revolutionizing fitness wear to Tesla's charge into electric vehicles, discover how these companies shaped consumer culture and established thriving markets where none existed. Episode Highlights: Yoga Pants by Lululemon: How Lululemon turned athletic wear into a lifestyle statement. Electric Dreams by Tesla: Tesla's bold venture into making electric cars a mainstream choice The Energy Burst by Red Bull: Detailing how Red Bull created and dominated the energy drink market. Chilling Innovation by Plunge: Delve into how Plunge is making waves with its cold plunge tubs. As we explore these groundbreaking innovations, learn about the strategies these pioneers used to create demand, captivate early adopters, and scale their ventures into global phenomena. Tune in for a dose of inspiration and insight into the art of creating a category!
延續上集話題,繼續來談談Tesla在2023年遇到的麻煩事,還有在2024年有何可以期待的電動車新鮮事。本集節目精彩內容搶先看:美國最大租車業者Hertz拍賣Tesla舊車,實際的考量是什麼?一體壓鑄製程到底是Tesla的量產地獄,還是未來車主得擔心害怕的痛點?Tesla面對美國、中國、歐盟的電動車市場競爭,還有哪些優勢? 主持人:韓青秀來 賓:DIGITIMES記者 黃女瑛══2024重磅推薦══半導體發展牽動全球經濟,國際新局誰稱霸?《決勝矽紀元》,作者黃欽勇以40年科技產業分析精準眼光,帶你站上制高點,了解去全球化 x 亞洲新鏈,掌握第一手產業資訊和市場數據!黃欽勇 (DIGITIMES創辦人暨IC之音董事長)
延續上集話題,繼續來談談Tesla在2023年遇到的麻煩事,還有在2024年有何可以期待的電動車新鮮事。本集節目精彩內容搶先看:美國最大租車業者Hertz拍賣Tesla舊車,實際的考量是什麼?一體壓鑄製程到底是Tesla的量產地獄,還是未來車主得擔心害怕的痛點?Tesla面對美國、中國、歐盟的電動車市場競爭,還有哪些優勢? 主持人:韓青秀來 賓:DIGITIMES記者 黃女瑛══2024重磅推薦══半導體發展牽動全球經濟,國際新局誰稱霸?《決勝矽紀元》,作者黃欽勇以40年科技產業分析精準眼光,帶你站上制高點,了解去全球化 x 亞洲新鏈,掌握第一手產業資訊和市場數據!黃欽勇 (DIGITIMES創辦人暨IC之音董事長)
We review our 2023 Tesla predictions - were we right? We then make our Tesla predictions for 2024.YouTube timestamps -0:00 Stream begins0:18 Intro5:16 Cybertruck deliveries7:55 Out of Spec range tests Cybertruck11:07 Cybertruck still a work in progress16:54 Cybertruck repairability21:36 Recap of our 2023 predictions57:24 Will Tesla unveil a brand new model in 2024?59:31 Total number of worldwide superchargers by end of 2024?1:01:54 Will Gigafactory Mexico or Megafactory Shanghai open in 2024?1:03:00 Will another vehicle dethrone Model Y as best-selling car? 1:04:08 Will we see Model 3 v2.0 in the United States?1:05:05 How many Cybertrucks will be on the road by end of 2024?1:08:00 Will we see a driverless ride from west coast to east coast? 1:11:43 Will Tesla deliver Roadster 2.0 in 2024?1:15:28 Viewer comments/questionsVisit our website at https://teslamotorsclub.com/Co-hosts-Louis: @nebusoftMike: @SteelCloudsDoug: @dougProducers-Adam: @ElectricAve84Daniel: @dannySocial-Twitter: https://twitter.com/TeslaMotorsClubFacebook: Log into FacebookInstagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videosYouTube: https://www.youtube.com/teslamotorsclubAudio versions-Apple Podcasts: Tesla Motors Club Podcast on Apple PodcastsSpotify: Tesla Motors Club PodcastAmazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942TuneIn: Support the show
2023年電動車市場最引人注意的,就是Tesla褪去獨孤求敗的獨尊光環,中國造車新勢力無懼Tesla連番價格戰,甚至躍居全球電動車新星,讓2024年的電動車產業充滿變數,當然,Tesla還得面臨更多挑戰。
2023年電動車市場最引人注意的,就是Tesla褪去獨孤求敗的獨尊光環,中國造車新勢力無懼Tesla連番價格戰,甚至躍居全球電動車新星,讓2024年的電動車產業充滿變數,當然,Tesla還得面臨更多挑戰。 本集節目精彩內容搶先看:2023年真正實現獲利的電動車廠,除了Tesla外,其餘全是中國代表隊。Tesla相較於傳統車廠,銷量數字與經營表現不錯了,只是大家期望過高?面對配備五花八門的中系電動車,樸實無華車款又少的Tesla,打得好辛苦呀~ 主持人:韓青秀來 賓:DIGITIMES記者 黃女瑛══2024重磅推薦══半導體發展牽動全球經濟,國際新局誰稱霸?《決勝矽紀元》,作者黃欽勇以40年科技產業分析精準眼光,帶你站上制高點,了解去全球化 x 亞洲新鏈,掌握第一手產業資訊和市場數據!黃欽勇 (DIGITIMES創辦人暨IC之音董事長)
2023年電動車市場最引人注意的,就是Tesla褪去獨孤求敗的獨尊光環,中國造車新勢力無懼Tesla連番價格戰,甚至躍居全球電動車新星,讓2024年的電動車產業充滿變數,當然,Tesla還得面臨更多挑戰。 本集節目精彩內容搶先看:2023年真正實現獲利的電動車廠,除了Tesla外,其餘全是中國代表隊。Tesla相較於傳統車廠,銷量數字與經營表現不錯了,只是大家期望過高?面對配備五花八門的中系電動車,樸實無華車款又少的Tesla,打得好辛苦呀~ 主持人:韓青秀來 賓:DIGITIMES記者 黃女瑛══2024重磅推薦══半導體發展牽動全球經濟,國際新局誰稱霸?《決勝矽紀元》,作者黃欽勇以40年科技產業分析精準眼光,帶你站上制高點,了解去全球化 x 亞洲新鏈,掌握第一手產業資訊和市場數據!黃欽勇 (DIGITIMES創辦人暨IC之音董事長)
In a series of thoughtful discussions, hosts Lewis and Doug from the Tesla Motors Club Podcast, along with special guest Chris from Dirty Tesla, intensely discuss the Tesla Cybertruck. The conversations revolve around the vehicle's design, materials, unique features, and the 48-volt power architecture of the vehicle. The team also contrasts the tri motor and dual motor versions. Further topics include opinions on the Full Self-Driving (FSD) Beta versions 11 and 12, concerns regarding Tesla's Auto Wipers, and a collective wishlist for future Tesla improvements. The sessions also included audience Q&A addressing Cybertruck reservations and FSD explainability.Visit our website at https://teslamotorsclub.com/Co-hosts-Louis: @nebusoftMike: @SteelCloudsDoug: @dougProducers-Adam: @ElectricAve84James: @scrappsDaniel: @dannySocial-Twitter: https://twitter.com/TeslaMotorsClubFacebook: Log into FacebookInstagram: Tesla Motors Club (@teslamotorsclubofficial) • Instagram photos and videosYouTube: https://www.youtube.com/teslamotorsclubAudio versions-Apple Podcasts: Tesla Motors Club Podcast on Apple PodcastsSpotify: Tesla Motors Club PodcastAmazon Music: https://music.amazon.com/podcasts/38bacc87-f8b7-4f5c-aa64-2db865214942TuneIn: Listen to Tesla Motors Club Podcast on TuneInRSS: https://feeds.buzzsprout.com/1950101.rssSupport us-PayPal: PayPal.MeTeslaMotorsClub website: Account upgrades Support the show
In this week's episode we continue the story on the life and times of the prolific inventor and wizard of electricity, Nikola Tesla. In the first half of the show we discuss his harrowing journey to America, his rags to riches rise to stardom, the role he played in the war of the currents and how he interacted with and differed from the great inventor Thomas Edison. In the second half we discuss his dazzling stage performances, the invention of the Tesla coil, wireless transmission, his little known psychic faculties and how he changed the course of history at Chicago's 1893 World's Fair. Thank you! And enjoy the show…In the free section of the show we discuss:-Tesla's early career-Paris, The City of Light-Thomas Edison-The Polyphase Motor-The American Dream-The Westinghouse Deal-Rags to RichesIn the extended version of the show available at www.patreon.com/TheWholeRabbit we discuss:-THE WAR OF THE CURRENTS-Death by Electrocution-Wireless Power-The Tesla Coil-Tesla's Directed Energy Weapon-The Flaming Sword-Tesla's Psychic Mediumship-The Wizard's Magic Show-Chicago's World Fair 1893Each host is responsible for writing and reading their own contributions. Red sections written by Luke, Purple by Heka, Blue by Mari and Green sections green by Malachor 5.Where to find The Whole Rabbit:Spotify: https://open.spotify.com/show/0AnJZhmPzaby04afmEWOAVInstagram: https://www.instagram.com/the_whole_rabbitTwitter: https://twitter.com/1WholeRabbitMusic By Spirit Travel Plaza:https://open.spotify.com/artist/30dW3WB1sYofnow7y3V0YoSources:Munson, Richard, Tesla: Inventor of the Modernhttps://wwnorton.com/books/Tesla/Tesla, Nikola, My Inventions:http://www.tfcbooks.com/e-books/my_inventions.pdfhttps://www.diffen.com/difference/Edison_vs_Teslahttps://en.m.wikipedia.org/wiki/War_of_the_currents Support the show
In this episode we discuss the early life and times of the real-life electric wizard who helped invent the modern world, Nikola Tesla. In the free section of the show we discuss Tesla's whimsical childhood, his enchanted discovery of electricity and the forces of fate and circumstance that molded the young boy into a fledgling wizard. Most importantly we focus on the details of his life which strangely overlap with what elsewhere would pass for initiation into and gradual attainment of occult power in the mystery traditions. In the extended version of the show we discuss Tesla's unique psychology, his brush with gambling and excess in college, his creative process, numerous brushes with death and how he pioneered the use of alternating current slaying the commutator dragon. Thank you, and enjoy the show!In this week's show we discuss:-What is a Wizard?-Tesla's Parents-A Whimsical Childhood-Tesla's Occult Training?-Electric Cat Familiar-Obsessive Compulsive Traits-Nikola's Astral Travel Exercises-Tesla's Prediction of AI-Meditation, Enlightenment and InventionIn the extended version available at www.patreon.com/TheWholeRabbit we go further and discuss:-Modern Psychology vs. Tesla-How Tesla Almost Died-Nikola's Third Eye-Work Habits-Utilizing Intuition to Invent-The Joy of Creativity-Early Impractical Contraptions-Tutelage of the Master-Slaying The Dragon Commutator-Love Interest and Male Companionship-Temptation of the Dark Side-Revelation of the A/C MotorEach host is responsible for writing and reading their own contributions. Red sections written by Luke, Purple by Heka, Blue by Mari and Green sections red by Malachor 5.Where to find The Whole Rabbit:Spotify: https://open.spotify.com/show/0AnJZhmPzaby04afmEWOAVInstagram: https://www.instagram.com/the_whole_rabbitTwitter: https://twitter.com/1WholeRabbitMusic By Spirit Travel Plaza:https://open.spotify.com/artist/30dW3WB1sYofnow7y3V0YoSources:Munson, Richard, Tesla: Inventor of the Modernhttps://wwnorton.com/books/Tesla/Tesla, Nikola, My Inventions:http://www.tfcbooks.com/e-books/my_inventions.pdfhttps://www.diffen.com/difference/Edison_vs_Teslahttps://en.m.wikipedia.org/wiki/War_of_the_currents Support the show
This week the hosts are joined in studio with rapper Andywiththebubba to go full throttle on the discography of 6 Dogs. Will his music have them crying in the Rarri or speeding away Off the gas in their Tesla Tesla? Strap in as we go Interstellar finding 6 Dogs most skippable song!
⚡ Au sommaire de ce quatre-vingtième épisode du podcast Automobile Propre ✅ Les vacances en électrique, bilan et démontage de légendes urbaines ✅ Ionity casse ses prix et tombe (presque) au niveau de Tesla ✅ Tesla attaque deux ex-employés en justice ✅ La fin des taxis et VTC thermiques à New York ✅ L'électrification des autoroutes pour le transport longue distance ✅ Réparer une voiture électrique coûte un rein, info ou intox ? Merci à notre sponsor Mister EV.com, vente de câbles et solutions de recharge pour les véhicules électriques. Visitez la boutique ! Toute l'actualité de la voiture électrique est sur https://www.automobile-propre.com/ . Retrouvez également nos autres sites et canaux spécialisés dans l'électromobilité et la transition énergétique : ➡️ Cleanrider ➡️ Révolution Energétique ➡️ Notre chaine YouTube
More Talk from Feds - Jackson Hole Confab Another government shutdown looming? Hot Dogs, get Your Hot Dogs! PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - US Rates on the move - Jackson Hole Confab this week - Powell talking Friday - Another government shutdown looming? (September) - Russian Moon Landing - Not so good - Hot Dog Wars - Schmuchalucks Market Update - China freaking out investors - not showing big support - The S&P 500 index fell 2.1% last week, extending the market benchmark's losing streak to a third consecutive week as bond yields climbed to highs not seen in years. - The drop came as Treasury yields rose to multi-year highs; the 10-year Treasury yield hit a 16-year high and the 30-year Treasury yield reached a 12-year high - The SPAC is back? IPO opps? Parts of the market still yearning for risk (casino vs investing) - Moody's gets into the fray - cuts bank ratings Yields - Moving - 10-Year tops 4.35%++ - Long-term on a losing streak --- Meaning: High rates for longer being accepted by markets - also spread may narrow on curve - Minutes released this week from the latest Federal Open Market Committee meeting indicated most committee members saw "significant upside risks" to inflation, which could prompt the central bank to further raise its benchmark lending rate. Long vs. Short 10-Year Pop! Moody's - Moody's cut credit ratings of several small to mid-sized U.S. banks on Monday and said it may downgrade some of the nation's biggest lenders, warning that the sector's credit strength will likely be tested by funding risks and weaker profitability. - Moody's cut the ratings of 10 banks by one notch and placed six banking giants, including Bank of New York Mellon, US Bancorp State Street and Truist Financial on review for potential downgrades. Inflation - Rice - Rice prices surged to their highest in almost 12 years, after India's rice export ban and adverse weather conditions dented production and supplies of Asia's primary staple food, according to the UN's food agency. Tesla - Tesla shares (TSLA) led the consumer discretionary sector's drop, falling 11% last week as reports said the electric vehicle maker reduced the prices for its premium Model S and Model X vehicles in China, its second price cut in the country this week. - The company also launched two cheaper versions of its Model S sedan and Model X sports utility vehicle in the US. NVDA - Earnings out on 8/23 - a good bit of optimism going into the print - Recent upgrade to the stock - HSBC upped their tgt on NVIDIA (NVDA) to $780 from $600 Odd Tech - Earnings AFTER the close on Friday (last) --- Worried investors - why would a company do that? (Friday Night Dump?) - - - Stock is ramping higher on the news.... - Palo Alto Networks — The security software vendor soared 12.5% following an earning's beat after the Friday market close. Fiscal fourth quarter adjusted earnings per share came in at $1.44, topping the $1.28 expected from analysts polled by Refinitiv. Revenue, however, fell short Earnings Roundup - Fabrinet surged 21% after its fiscal fourth-quarter results late Monday topped analysts' estimates. The advanced manufacturing services company posted non-GAAP earnings of $1.86 per share, greater than the $1.80 earnings per share expected - Dicks Sporting Goods shares plunged nearly 20% after the retailer reported an earnings miss and cut guidance for the year, due in part to an increase in retail theft ----- The tell ? Dicks announced management layoff and cost savings a day before the earnings - Macy's slid about 1.6% after reporting second-quarter earnings.
➤ Tesla stock has best day in months after being added to “best ideas” list ➤ Honda announces intent to adopt NACS ➤ Highland updates ➤ Cybertruck filming spotted ➤ India reports ➤ Malaysian Prime Minister comments on Tesla ➤ Tesla adds Siri support ➤ UAW comments ahead of contract ending ➤ Cruise ordered to reduce vehicle operations ➤ Calendar ➤ Tesla Daily turns six Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cher asaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Primeros Años: Nikola Tesla nació el 10 de julio de 1856 en Smiljan, una pequeña localidad en lo que hoy es Croacia, que en aquel entonces formaba parte del Imperio Austrohúngaro. Desde una edad temprana, demostró ser un estudiante excepcionalmente brillante y mostró un gran interés por la física y la electricidad. Sus habilidades intelectuales llamaron la atención de sus profesores, y eventualmente obtuvo una beca para estudiar ingeniería eléctrica en la Universidad Técnica de Graz y luego en la Universidad Carolina en Praga. Viaje a América: En 1884, Tesla emigró a los Estados Unidos con la esperanza de trabajar junto a Thomas Edison, un renombrado inventor e ingeniero eléctrico en ese momento. Sin embargo, sus diferencias filosóficas y enfoques opuestos sobre la corriente eléctrica directa (CC) y la corriente alterna (CA) los llevaron a separarse poco después. Guerra de las Corrientes y la Alternativa de Tesla: Tesla creía firmemente en la superioridad de la corriente alterna para la transmisión de energía eléctrica a largas distancias, en contraste con la corriente continua defendida por Edison. Esta diferencia llevó a la famosa "Guerra de las Corrientes", una rivalidad entre las empresas de Edison y la compañía de George Westinghouse, que apoyaba la visión de Tesla. Finalmente, la CA prevaleció debido a su mayor eficiencia en la transmisión a larga distancia. Contribuciones Importantes: Tesla realizó innumerables contribuciones a la ciencia y la tecnología. Entre sus invenciones más notables se encuentran el motor de inducción de corriente alterna y el transformador de alta tensión, que permitieron la transmisión eficiente de electricidad a largas distancias. También desarrolló sistemas de generación y distribución de energía eléctrica que sentaron las bases para la moderna red eléctrica. Experimentos Innovadores: Además de sus invenciones prácticas, Tesla también realizó experimentos pioneros en áreas como la transmisión inalámbrica de energía y comunicaciones a larga distancia. Sostuvo la visión de proporcionar electricidad inalámbrica a todo el mundo y construyó la Torre Wardenclyffe en Nueva York con ese propósito, aunque el proyecto fue abandonado debido a problemas financieros. Desafíos Personales: A pesar de sus logros científicos, Tesla enfrentó desafíos financieros durante gran parte de su vida. Su enfoque en la investigación y la falta de habilidades empresariales lo llevaron a dificultades económicas. Además, su personalidad excéntrica y sus afirmaciones a veces extravagantes atraían la atención de los medios y del público en general. Legado y Reconocimiento: A pesar de sus dificultades, Nikola Tesla dejó una huella imborrable en la historia de la ciencia y la tecnología. Sus contribuciones a la ingeniería eléctrica, la física y la teoría electromagnética siguen siendo fundamentales en la sociedad moderna. A lo largo de los años, su trabajo ha sido cada vez más reconocido y valorado, y Tesla es ampliamente considerado como uno de los grandes visionarios e inventores de su tiempo. Fallecimiento: Nikola Tesla falleció el 7 de enero de 1943 en Nueva York. Aunque en vida no siempre recibió el reconocimiento y el apoyo financiero que merecía, su legado ha perdurado y sigue influyendo en la ciencia y la tecnología hasta el día de hoy. Su visión audaz y sus contribuciones innovadoras han dejado una marca indeleble en la historia de la humanidad. --------------------------------------------------------------------------------------------------------------- Antena Historia te regala 30 días PREMIUM, para que lo disfrutes https://www.ivoox.com/premium?affiliate-code=b4688a50868967db9ca413741a54cea5 ---------------------------------------------------------------------------------------- Produce Antonio Cruz Edita ANTENA HISTORIA Antena Historia (podcast) forma parte del sello iVoox Originals ---------------------------------------------------------------------------------------- web……….https://antenahistoria.com/ correo.....info@antenahistoria.com Facebook…..Antena Historia Podcast | Facebook Twitter…...https://twitter.com/AntenaHistoria Telegram…...https://t.me/foroantenahistoria DONACIONES PAYPAL...... https://paypal.me/ancrume ---------------------------------------------------------------------------------------- ¿QUIERES ANUNCIARTE en ANTENA HISTORIA?, menciones, cuñas publicitarias, programas personalizados, etc. Dirígete a Antena Historia - AdVoices Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
Primeros Años: Nikola Tesla nació el 10 de julio de 1856 en Smiljan, una pequeña localidad en lo que hoy es Croacia, que en aquel entonces formaba parte del Imperio Austrohúngaro. Desde una edad temprana, demostró ser un estudiante excepcionalmente brillante y mostró un gran interés por la física y la electricidad. Sus habilidades intelectuales llamaron la atención de sus profesores, y eventualmente obtuvo una beca para estudiar ingeniería eléctrica en la Universidad Técnica de Graz y luego en la Universidad Carolina en Praga. Viaje a América: En 1884, Tesla emigró a los Estados Unidos con la esperanza de trabajar junto a Thomas Edison, un renombrado inventor e ingeniero eléctrico en ese momento. Sin embargo, sus diferencias filosóficas y enfoques opuestos sobre la corriente eléctrica directa (CC) y la corriente alterna (CA) los llevaron a separarse poco después. Guerra de las Corrientes y la Alternativa de Tesla: Tesla creía firmemente en la superioridad de la corriente alterna para la transmisión de energía eléctrica a largas distancias, en contraste con la corriente continua defendida por Edison. Esta diferencia llevó a la famosa "Guerra de las Corrientes", una rivalidad entre las empresas de Edison y la compañía de George Westinghouse, que apoyaba la visión de Tesla. Finalmente, la CA prevaleció debido a su mayor eficiencia en la transmisión a larga distancia. Contribuciones Importantes: Tesla realizó innumerables contribuciones a la ciencia y la tecnología. Entre sus invenciones más notables se encuentran el motor de inducción de corriente alterna y el transformador de alta tensión, que permitieron la transmisión eficiente de electricidad a largas distancias. También desarrolló sistemas de generación y distribución de energía eléctrica que sentaron las bases para la moderna red eléctrica. Experimentos Innovadores: Además de sus invenciones prácticas, Tesla también realizó experimentos pioneros en áreas como la transmisión inalámbrica de energía y comunicaciones a larga distancia. Sostuvo la visión de proporcionar electricidad inalámbrica a todo el mundo y construyó la Torre Wardenclyffe en Nueva York con ese propósito, aunque el proyecto fue abandonado debido a problemas financieros. Desafíos Personales: A pesar de sus logros científicos, Tesla enfrentó desafíos financieros durante gran parte de su vida. Su enfoque en la investigación y la falta de habilidades empresariales lo llevaron a dificultades económicas. Además, su personalidad excéntrica y sus afirmaciones a veces extravagantes atraían la atención de los medios y del público en general. Legado y Reconocimiento: A pesar de sus dificultades, Nikola Tesla dejó una huella imborrable en la historia de la ciencia y la tecnología. Sus contribuciones a la ingeniería eléctrica, la física y la teoría electromagnética siguen siendo fundamentales en la sociedad moderna. A lo largo de los años, su trabajo ha sido cada vez más reconocido y valorado, y Tesla es ampliamente considerado como uno de los grandes visionarios e inventores de su tiempo. Fallecimiento: Nikola Tesla falleció el 7 de enero de 1943 en Nueva York. Aunque en vida no siempre recibió el reconocimiento y el apoyo financiero que merecía, su legado ha perdurado y sigue influyendo en la ciencia y la tecnología hasta el día de hoy. Su visión audaz y sus contribuciones innovadoras han dejado una marca indeleble en la historia de la humanidad. --------------------------------------------------------------------------------------------------------------- Antena Historia te regala 30 días PREMIUM, para que lo disfrutes https://www.ivoox.com/premium?affiliate-code=b4688a50868967db9ca413741a54cea5 ---------------------------------------------------------------------------------------- Produce Antonio Cruz Edita ANTENA HISTORIA Antena Historia (podcast) forma parte del sello iVoox Originals ---------------------------------------------------------------------------------------- web……….https://antenahistoria.com/ correo.....info@antenahistoria.com Facebook…..Antena Historia Podcast | Facebook Twitter…...https://twitter.com/AntenaHistoria Telegram…...https://t.me/foroantenahistoria DONACIONES PAYPAL...... https://paypal.me/ancrume ---------------------------------------------------------------------------------------- ¿QUIERES ANUNCIARTE en ANTENA HISTORIA?, menciones, cuñas publicitarias, programas personalizados, etc. Dirígete a Antena Historia - AdVoices Escucha el episodio completo en la app de iVoox, o descubre todo el catálogo de iVoox Originals
Tenemos muy buenas noticias en Tesla y en SpaceX, con grandes avances tecnológicos. Elon está feliz y nos pide que tengamos más hijos. Patrocinador: En Randstad Technologies cuentan con más de 15.000 profesionales especialistas a tu disposición, que serán capaces de poner en marcha y ejecutar cualquier proyecto IT, como la automatización de procesos y la siempre compleja tarea de la gestión de datos. Elon nos pide que tengamos más hijos, así que es hora de que nos regaléis un Tesla Semi para poder llevarlos a todos al colegio. Tenemos muy buenas noticias en Tesla y en SpaceX, con grandes avances tecnológicos. - Oceangate con SpaceX - BAMBINO MAXIMUS - Starlink Gen 2 Brigtness PDF - Supercharging | Over 99.9% Network Uptime - El “Modo Elon” activa la conducción autónoma en un Tesla - Tesla hacker discovers secret ‘Elon Mode' for hands-free Full Self-Driving - Tesla 'Autopilot' crashes and fatalities surge, despite Musk's claims - The Washington Post - La conducción autónoma completa de los Tesla llega a Europa ELON está presentado por Matías S. Zavia (@matiass) y Álex Barredo (@somospostpc). Su tema original está compuesto por Nahúm García (@nahum). — Alojado en Cuonda (@cuonda)
Keybanc downgraded Target (TGT) to sector weight from overweight. Jenny Horne disusses this as Keybanc believes in recovery for TGT, but sees increasing consumer headwinds. Keybanc lowered 2023 and 2024 earnings estimated for TGT. Jenny also talks about Tesla (TSLA) as Citi says that TSLA's 2023 U.S. vehicle density survey pointed to a "surprisingly strong density outlook" and suggests recent auto demand resilience "reflects a genuine increase in wallet share." Tune in to find out more about the stock market today.
จากกรณีที่มีข่าวลือว่ามีการแฉภาพและวิดีโอที่ถูกถ่ายจากกล้องของผู้ใช้รถยนต์ Tesla ระหว่างพนักงานของบริษัท Tesla เรามาคุยกันครับว่าถ้าเกิดขึ้นในประเทศไทยจะมีประเด็นทางกฎหมายอะไรให้คิดกันบ้าง . Photo by Dylan Calluy on Unsplash
➤ Legacy automakers are under pressure from new dealership regulations in some states ➤ PCE report comes in higher than expected ➤ President of Mexico comments on Tesla ➤ Tesla lowers prices in Denmark ➤ Tesla files steel alloy patent ➤ Ford extends F-150 Lightning shutdown Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivative
➤ Reuters reports on production plans for Giga Shanghai ➤ Stock markets rise after Federal Open Market Committee meeting ➤ BlackRock increases TSLA position ➤ EV sales in China drop ➤ Warranty reserves increase in Q4 ➤ Musk review Cybertruck prototype ➤ Indonesian president comments on Tesla ➤ Tesla performs well in winter test ➤ Hyundai announces IONIQ 6 EPA range ➤ Rivian plans layoffs ➤ Lotus to go public Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Disclosure: Rob Maurer is long TSLA stock & derivatives
In this episode Scott discuss 5 quick points on Tesla: Tesla had a Record Q4. Tesla had $24.3 billion in revenue. Tesla recorded $3.7 billion in profit. Overall, the stock jumped roughly 5% overnight. Panic over stock seems to be subsiding.
In this episode Scott discuss 5 quick points on Tesla: Tesla had a Record Q4. Tesla had $24.3 billion in revenue. Tesla recorded $3.7 billion in profit. Overall, the stock jumped roughly 5% overnight. Panic over stock seems to be subsiding.
In this episode Scott discuss 5 quick points on Tesla: Tesla had a Record Q4. Tesla had $24.3 billion in revenue. Tesla recorded $3.7 billion in profit. Overall, the stock jumped roughly 5% overnight. Panic over stock seems to be subsiding.
Becker Group Business Strategy Women’s Leadership 15 Minute Podcast
In this episode Scott discuss 5 quick points on Tesla: Tesla had a Record Q4. Tesla had $24.3 billion in revenue. Tesla recorded $3.7 billion in profit. Overall, the stock jumped roughly 5% overnight. Panic over stock seems to be subsiding.
➤ TSLA stock drops sharply following Q4 delivery report as demand concerns grow louder ➤ Tesla schedules Investor Day for 2023 ➤ EV credit feedback sought by IRS ➤ Tom Zhu reportedly takes on bigger role ➤ Tesla passengers survive fall off cliff ➤ South Korea fines Tesla ➤ Tesla and Piedmont Lithium reach new deal ➤ Neoen announces start of new energy project Shareloft: https://www.shareloft.com Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 #Tesla #TSLA #Investing Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
Markets. S&P 500 -16%, Tech QQQ -30%, Utra tech! ARKK Tech -65%4.6% on 6 month treasury.Inflation. 7.1% YoY. Fed raised 0.5%. So now 4.25% - 4.5%. Probably going to 5.0 - 5.5%. Fastest in history. My Mortgage. 4.5% and adjusting again to 2.25% + LIBOR. Baby its cold outside! Crypto Arrests. SBF in US and out on bail! $250 million. Caroline and Wang charged. Caroline Ellison, the former chief executive of Alameda Research, a trading firm tied to FTX, and Gary Wang, FTX's former chief technology officer, both pleaded guilty to criminal offenses similar to those Mr. Bankman-Fried was charged with last week. Ms. Ellison, 28 years old, pleaded guilty to seven counts, including wire fraud and conspiracy to commit securities fraud, according to her plea agreement, which was signed Monday. Mr. Wang, 29, pleaded guilty to four counts, including wire fraud.Caroline interview. Tesla/Twitter: Twitter Spaces. 1 hour interview with 38,000 listening. 13.56. Making ads better. Making sure Twitter doesn't go bankrupt. Tesla stock down 69% YTD. $400b company. Now it could triple in 2023. Buffet will probably take a serious look. Elon has inspired a CEO and silicon valley “builders” renaissance. Elon to step down as CEO. Mr. Beast!? San Francisco to investigate worker conditions. Sleeping at work! From WSJ: Redundant managers, along with managers who have opaque responsibilities, are in essence professional critics. Tesla: Tesla energy. MegaPack in Lathrop.FSDTesla SemiAll they want for Christmas is to stop that Mariah Carey song. Is Netflix back? Last week, Netflix said “Wednesday” had crossed 1 billion hours viewed, only the third title to do so within 28 days of its release, joining “Stranger Things 4” and “Squid Game.” Netflix Training classes See Rich Greenfields tweet about eyeballs. Recommendations: White Lotus.WednesdayThe Peripheral on Amazon. Mr. Beast interview on Rogan. Saw it on a list of most liked podcast episodes. Country xmas on Spotify.
Hallo zum „eMobility update"! Wir schreiben Mittwoch, den 02. November. Und das sind heute die Top-News aus der Welt der Elektromobilität: 00:29 Miles übernimmt VW-Carsharing WeShare 02:24 Mercedes: 2023 letztes Modell auf Verbrenner-Plattform 03:52 Tesla Cybertruck kommt wohl erst Ende 2023 06:30 Fastned senkt Preise in mehreren Ländern 07:53 Weltweit größtes E-Bus-Depot in Katar Das war das „eMobility update“ am heutigen Mittwoch. Empfehlen Sie unsere Sendung auch gerne weiter und abonnieren Sie diesen Kanal. Vielen Dank fürs Zuschauen und bis morgen!
Go to https://CarbonRaffle.org today - and enter for your chance to win a Tesla Model S Plaid! The first 100 people to go to https://blinkist.com/nowyouknow are going to get unlimited access for 1 week to try it out. You'll also get 25% off if you want the full membership! Svea Solar Deal: https://sveasolar.com/free-quote/ Use the code: 50onCharger – 50% off on a car charger if you pay up front 6MonthsFree – First six months free if you go for the pay-as-you-go (leasing) offer Check out Energy Pal here: https://energypal.com/nowyouknow/ To get the 100 pk of blades for free, make sure to add it to your shopping cart, and use the code 'nowyouknow'. Thanks again to Henson Shaving for sponsoring this episode of Tesla Time News! https://bit.ly/3CMf5Mq To subscribe to Disruptive Investing use the link below! https://www.youtube.com/channel/UCTuFDdZdVXgfeZAxTubID0g You can get the shirts that Zac & Jesse are wearing over at Ecowear: https://nowyouknow.ecowear.us/ Now Let's Review: https://www.youtube.com/channel/UCeZJwYdZEHaH129AwiA88BQ To send us your contributor stories/community mail, email us at: hello@nowyouknowchannel.com Send us your Supercharger reviews here! https://www.nowyouknowchannel.com/supercharger-reviews Cybertruck Owners Club: https://www.cybertruckownersclub.com/?utm_source=Now%20You%20Know&utm_medium=Link&utm_campaign=NYK Cybertruck Owners Club Reservations Spreadsheet: https://www.cybertruckownersclub.com/forum/threads/how-to-tell-your-place-in-line-based-on-cybertruck-preorder-reservation-number.251/ Use promo code “NowYouKnow” to get your free trial of A Better Route Planner Premium: https://abetterrouteplanner.com/premium/ http://www.patreon.com/nowyouknow Check out our Now You Know Clips channel here! https://www.youtube.com/channel/UCacwzDEdpVEO2UjIO00CpqQ Timestamps: New Tesla Colors in Europe - 1:53 Tesla Q3 - 3:19 TSLA is Worth More Than Apple + Saudi Aramco - 7:09 Tesla's Next Gen Vehicle - 8:45 Tesla Q3 - Questions - 11:16 Tesla Q3 Results - 15:10 Tesla Supercharging Voting - 20:06 Rivian Has Completed Most Repairs - 23:06 Rivian Tonneau Troubles - 24:36 Starship Gets Stacked - 27:40 Waymo Coming to Los Angeles - 28:34 Tesla Referral Program Returning? - 29:39 Tesla Referral Program in China - 30:19 New Parcel Shelf in Fremont Model Ys - 31:54 Tesla Leases Big Warehouse in Illinois - 32:43 Jeep Avenger - 33:42 Tesla App Door Update - 35:58 Into the Future - 38:13 Going Green - 40:06 Sun Spots - 41:46
US Stock market is down 22% and the Nasdaq 100 (NDX or QQQ) is down 32% year-to-date. NetflixAfter 2 quarters of negative subscriber growth Netflix adds 2.4 million subscribers in Q3 and expects 4.5m in Q4. Here are some key takeaways. Revenue grew 6% YoY or 13% excluding FX. This is a big deal because it shows they continue to scale topline at double digit growth. Advertising tier launching in November ($6.99 in US). 5 minutes of advertising per hour. As linear TV continues to die, advertising $'s will move to streaming. Netflix is charging top tier rates to advertisers. Netflix estimates all streaming competitors are losing money and combined losses are north of $10 billion. Why important? Because Netflix has reached critical mass and is generating $5-6 billion in annual operating profit. Very difficult to replicate! Free cash-flow over $1 billion in 2022 and materially larger in 2023. Netflix stock was 75% off its high. Now it is trading around $270 or 61% off high.TeslaTesla is the most exciting company in the world; leading the EV revolution and transition to sustainable energy.Q3 Revenue: $23 billion. Up 56% Year-over-year. Q3 EBITDA: $5 billion. Up 55%. Q3 Storage Deployed (residential and commercial batteries). Up 62% Full Self Driving (FSD) Beta will roll out to everyone in Q4.Reiterated 50% topline growth for the foreseeable future. Semi deliveries begin this December and Cyber next year. Next gen car will be half the cost of 3/Y platform and smaller. Will exceed production output of all other vehicles combined.Elon see's a pathway for Tesla to exceed the value of Apple and Saudi Aramco combined ($4.4 trillion), excluding accounting for Optimus (the robot). I do too.Tesla stock down 5%
0:00 Intro2:04 EV Tax Credit 2.013:40 Model Y, 3 Gangbuster Sales21:36 Low Model X Demand35:06 California FSD DramaYouTube VersionCo-hosts:Louis @nebusoftMike @SteelCloudsProducers:Adam @ElectricAve84James @scrappsJoshua @NoGasNoBrakesDoug @dougDaniel @dannySocial:TwitterFacebookInstagramYouTubeTikTokSupport us-PayPal: Pay Tesla Motors Club LLC using PayPal.MeTeslaMotorsClub website: Account upgradesSupport the show
電動車大廠特斯拉(Tesla)執行長馬斯克今天指出,中國在可再生能源發電和電動汽車領域處世界領先地位。但中國電動車廠小鵬汽車董事長何小鵬回應,中國還需要10年的努力。 馬斯克(Elon Musk)在微博發文,指「似乎很少有人意識到,中國在可再生能源發電和電動汽車領域正處於世界領先地位。無論你怎麼看中國,這都是事實」。 隨後何小鵬對此轉發微博表示,對可再生能源發電不懂,中國在電動汽車領域只是「站在世界前列」而已。要做到「領先全世界」,除了在技術和產品上要領先,更重要的是在全球市場上領先和商業上多贏,這些起碼還需要10年的努力。 另有網友在馬斯克發文下回應,「世界領先地位不是因為特斯拉在中國的廠嗎」?其它網友則指「你是地球球長,你說的都對」、「好,這就買國產電車」。 馬斯克近期數次誇讚中國,被中國網友稱為「『誇誇群』群主」,他曾說「微信功能強大,基本上什麼都能做到」,還曾讚揚中國勞工任勞任怨,「總是加班到半夜」,反觀美國人對工作總是「能閃就閃」。 據外電報導,特斯拉最繁忙的工廠和「主要出口中心」都位於上海。而據汽車市場研究機構LMC Automotive評估,特斯拉2021年在中國的銷售量成長226%,為47萬3600台,占全球交車量93萬5222台的一半左右。 小額贊助支持本節目: https://pay.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8 留言告訴我你對這一集的想法: https://open.firstory.me/user/ckpn6ychi2iii0882y4jgrcz8/comments 純網路銀行一切服務都透過網路完成,可以節省掉實體銀行的店租、ATM 、行員、水電費、維護費之類的成本,進而提供更優惠的存款及貸款利率,促進金融產業邁向4.0 一. 美術地國-股票and地產✨: https://lin.ee/QlcbzeR 二.Telegram,理財STB✨ https://t.me/stbstock11 Elon Musk, chief executive of electric car maker Tesla (Tesla), pointed out today that China is a world leader in renewable energy power generation and electric vehicles. But He Xiaopeng, chairman of Chinese electric car maker Xiaopeng Motors, responded that China still needs 10 years of hard work. Elon Musk tweeted, "It seems that few people realize that China is leading the world in renewable energy generation and electric vehicles. No matter how you look at China, this is true." He Xiaopeng then retweeted this Weibo saying that he does not understand renewable energy power generation, and China is only "standing in the forefront of the world" in the field of electric vehicles. In order to "lead the world", in addition to leading in technology and products, more importantly, leading in the global market and achieving multi-win business, these will require at least 10 years of hard work. Another netizen responded under Musk's post, "Isn't the world's leading position because of Tesla's factory in China?" Other netizens pointed out that "you are the long ball of the earth, what you said is correct" and "OK, let's buy a domestic tram." Musk has praised China several times recently, and has been called "the owner of the 'Kwa Kua Group'" by Chinese netizens. He once said that "WeChat is powerful and can basically do anything", and he also praised Chinese laborers for their hard work and perseverance, "always Work overtime until midnight.” On the other hand, Americans always “flash when they can” about work. According to foreign reports, Tesla's busiest factory and "major export center" are located in Shanghai. According to an assessment by LMC Automotive, an auto market research organization, Tesla's sales in China will increase by 226% in 2021 to 473,600 units, accounting for about half of the 935,222 units delivered globally. ✨✨✨✨ Elon Musk, Vorstandsvorsitzender des Elektroautoherstellers Tesla (Tesla), wies heute darauf hin, dass China weltweit führend bei der Stromerzeugung aus erneuerbaren Energien und Elektrofahrzeugen ist. Aber He Xiaopeng, Vorsitzender des chinesischen Elektroautoherstellers Xiaopeng Motors, antwortete, dass China noch 10 Jahre harter Arbeit brauche. Elon Musk schrieb auf Weibo und sagte, dass „nur wenige Menschen zu erkennen scheinen, dass China bei der Stromerzeugung aus erneuerbaren Energien und Elektrofahrzeugen weltweit führend ist. Egal, wie man China betrachtet, das ist eine Tatsache.“ He Xiaopeng hat diesen Weibo dann retweetet und gesagt, dass er die Stromerzeugung aus erneuerbaren Energien nicht verstehe und China nur im Bereich der Elektrofahrzeuge „an der Spitze der Welt stehe“. Um „weltweit führend“ zu werden, sind neben Technologie- und Produktführerschaft, was noch wichtiger ist, die Führung auf dem globalen Markt und das Erzielen von Multi-Win-Geschäften mindestens 10 Jahre harter Arbeit erforderlich. Ein anderer Internetnutzer antwortete unter Musks Post: „Ist die weltweit führende Position nicht wegen Teslas Fabrik in China?“ Andere Internetnutzer wiesen darauf hin, dass „Sie der lange Ball der Erde sind, was Sie gesagt haben, ist richtig“ und „Okay, lasst uns eine einheimische Straßenbahn kaufen“. Musk hat China in letzter Zeit mehrmals gelobt und wurde von chinesischen Internetnutzern als „Gruppeneigentümer der ‚Kwa Kua Group‘" bezeichnet. Er sagte einmal, dass „WeChat mächtig ist und im Grunde alles kann", und er lobte auch chinesische Arbeiter dafür Sie arbeiten hart und beschweren sich nie, machen Überstunden bis Mitternacht.“ Auf der anderen Seite „blitzen“ die Amerikaner immer, wenn sie können, über die Arbeit. Laut ausländischen Berichten befindet sich Teslas geschäftigste Fabrik und „wichtigstes Exportzentrum“ in Shanghai. Laut einer Einschätzung von LMC Automotive, einem Automarktforschungsunternehmen, wird der Absatz von Tesla in China im Jahr 2021 um 226 % auf 473.600 Einheiten steigen, was etwa der Hälfte der weltweit ausgelieferten 935.222 Einheiten entspricht. Powered by Firstory Hosting
รับชมทาง YouTube กลายเป็นข่าวร้อนส่งท้ายปลายเดือนพฤษภาคม เมื่อมีคนพบข้อมูลบริษัท เทสลา (ประเทศไทย) จำกัด ปรากฎอยู่บนเว็บไซต์ของกรมพัฒนาธุรกิจการค้า เหตุการณ์นี้กระตุ้นต่อมอยากซื้อรถยนต์ไฟฟ้าของคนไทยอย่างรุนแรงจนบางคนบอกว่าการมาของ Tesla อาจทำให้ราคารถยนต์ไฟฟ้าที่จำหน่ายลดลงไปได้มากถึง 50% และเป็นแรงผลักสำคัญที่ทำให้ตลาดยานยนต์ไฟฟ้าประเทศไทยเริ่มตื่นตัวขึ้นมาอีกครั้ง การมาของ Tesla จะสร้างประโยชน์ให้แก่คนไทยจริงหรือ ทำไมราคารถยนต์ Tesla ถึงอาจลดลงไปถึง 50% และประเทศไทยมีโอกาสในการเป็นส่วนหนึ่งของอุตสาหกรรมยานยนต์ไฟฟ้าหรือไม่ หาคำตอบได้ที่ Executive Espresso เอพิโสดนี้
➤ Multiple updates on Giga Berlin approval timeline ➤ Transportation Secretary Pete Buttigieg comments on Tesla ➤ Tesla files over-the-air recall for heat pump issue ➤ Past Tesla crashes resurface ➤ Global Equities Research issues TSLA update ➤ Elon Musk comments on Model X ramp problems ➤ Franz von Holzhausen discusses Tesla Roadster progress ➤ Herbert Diess schedules Reddit AMA Twitter: https://www.twitter.com/teslapodcast Patreon: https://www.patreon.com/tesladailypodcast Tesla Referral: https://ts.la/robert47283 Plaid producer Who Why Executive producer Jeremy Cooke Executive producer Troy Cherasaro Executive producer Andre/Maria Kent Executive producer Jessie Chimni Executive producer Michael Pastrone Executive producer Richard Del Maestro Executive producer John Beans Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives
聽眾五星留言+訂閱
I sold my Tesla shares today. Not because it's a bad stock. Not because I am not bullish. I sold because my exit system has no emotions. (I have plenty of them, but my system doesn't). Emotions out, I follow the process. Every revenue system needs a process. Every saving system needs a process. Every investment system needs a process. In today's video I share:
In this episode, Chris and Jo hype up the Austin show, Bugatti and Rimac officially tie the knot - and some really fast, fun, and weird EV stuff you're just gonna love.
一週財經聚焦 一、美國租車巨擘Hertz下訂10萬台Tesla,利多消息助攻下,Tesla股價飆破1,000美元,帶動市值突破1兆美元,Morgan Stanley隨即將其目標價格調升至1,200美元。該怎麼解讀這家疫情期間驚奇企業的過去、現在和未來? 國際媒體相關報導 ●BBC:〈Tesla surpasses $1 trillion valuation after Hertz order〉(赫茲下單後,特斯拉估值突破1萬億美元) ●Reuters路透社:〈Tesla zooms past $1 trillion market cap on bet that the EV future is now〉(特斯拉押注電動汽車的未來就在眼前,市值超過1兆美元) ●FT:〈Trillion-dollar Tesla has redefined what carmaking means〉(1兆美元的特斯拉,重新定義了汽車製造的意義) 分析解讀 Hertz宣佈向Tesla訂購10萬台電動車,這是電動車史上最大一筆訂單,合約價值逾40億美元,這大幅提振投資人對於電動車的信心,令特斯拉股價狂飆、市值突破1兆美元,也讓它成為了美國第五家躋身兆元俱樂部企業,與Big5的Apple、Amazon、MSFT、Google的母公司Alphabet齊名。 Elon Musk更是身家暴漲,個人財產淨值升至2,970億美元,超越Toyota整個公司的市值。但他也透露「市值因Hertz採購而攀高是奇怪的事」,因為「Tesla目前面臨的是產能提升而非需求問題。」可見資金追逐的不是它的財務表現,而是想像空間。 不過它的財務表現其實不錯。Tesla 預估2030年時每年電動車銷量上看810萬台,高於先前預測的580萬台,這意味著:該公司電動車銷量每年成長28%。特斯拉去年銷量約50萬台,今年推估交車90萬台。 除了銷量成績外,特斯拉的自駕軟體業務與保險、電池供應等服務,也讓它成為電動車業界「冠軍」。 回首來時路:2020年6月,Tesla才剛剛超越Toyota成為全球市值最大車廠,它的股價就一飛衝天;接著標準普爾(Standard& Poor's)於年底宣佈,將特斯拉納入S&P 500的成分股之列。2021年1月7日,成為美國市值第5大上市企業,排在Facebook之前,僅次於蘋果、微軟、亞馬遜、Google母公司Alphabet之後。 曾經,長達數十年間,汽車市場、供應鏈架構基本上都是由Volkswagen、豐田、Ford、雙B這些傳統車廠主導;直到特斯拉在2003年成立、2008年Musk就任執行長之後,汽車業生態才有所改變,特斯拉也成為美國近90年來,唯一新興並實現量產的年輕汽車品牌。有別於傳統車廠在發展電動車時,是建立在燃油車生產經驗的基礎上,特斯拉的電動車是完全從零開始,既是挑戰,也是優勢。 特斯拉的崛起,除了與環保趨勢有關之外,科技創新也是重要原因。 首先是電池技術的突破。電動車的成本約3~4成,像是在2017年,特斯拉就與Panasonic(松下)合資在美國內華達州建造超級電池工廠(Gigafactory),開始生產密度更高、價格更便宜的鋰電池。 然而,目前特斯拉車輛使用的鋰電池,主要來自Panasonic、LG及寧德時代等業者,即使所有供應商都開出最大產能,特斯拉仍認為2022年將面臨嚴重的電池供貨短缺。 為此,特斯拉已著手研發和自產電池,在2020年起陸續遞交許多電池專利申請,包括降低成本,並讓電池更耐久的電解液添加劑,以及鎳鈷錳(NCA)電極合成、新型電池配置設計等技術。 其次是善用軟體服務,以及發表自家研發的自駕車晶片,並宣佈將全面導入新生產的車型。 而像FSD(Full Self Driving)這樣的軟體服務,也成為特斯拉的重要營收來源。特斯拉預計在2021年初,推出FSD訂閱制服務,有別於以往一次買斷的模式,訂閱制能讓更多車主以較低的門檻體驗FSD功能。 這樣的商業模式,有點類似蘋果(Apple)在銷售出iPhone、iPad等硬體設備後,再持續透過App Store中的軟體獲利。而且與銷售車輛、零組件這樣一次性的生意相比,軟體服務營收具有高持續性,毛利率也較高,預計可以在70%~80%左右。這也是特斯拉得以不斷降低整車售價的原因。 再看2020上半年表現最「戲劇化」的Tesla,誰會想到1年前還處於風雨飄搖、眾人看衰的它,隨著電池事業的獲利、上海廠的持續量產,以及中國內需市場的偏好,股價就這樣一路走高。它成功的原因,市場上各種說法都有,有人說電動車的政策補貼功不可沒,有人說上海超級工廠的快速完工;不過我認為,如同《倫敦金融時報》說的,投資人將Tesla視為科技股而不是傳統的汽車產業,這才是最關鍵的因素。 另外我也認為,所謂的「借力使力、有容乃大以及資本運作」這套組合拳,才是Elon Musk起死回生的關鍵所在。怎麼說呢? 首先,中國願意幫Tesla,想當然爾是因為中國想引入Tesla,養大自己國內的電動車供應鏈。但事實上,從中國到全球各地甚至敵人,早已都是Tesla的借力對象,透過解決別人的痛點,Tesla成功地壯大了自己。 對敵人開放專利,則讓Tesla把有容乃大做到了極致。為什麼開放專利?因為Tesla認為,市場做大對先行的Tesla會更有利;更多的人加入,即使不靠賣車賺錢,也有機會靠充電站與電池技術成功獲利。 但真正重要的是,Tesla走出了一條與眾不同的資本運作道路。 很多人看不懂,Tesla為什麼能在資本市場獲得如此高的關注。Tesla和傳統車企的資本運作截然不同,傳統車廠講求穩固、追求長線,而Tesla的資本路線更像互聯網企業,以開放的姿態容納各方資本。而照單全收的資本構成,讓Tesla在不同的市場都能和各路資本綁定,形成了自己獨有的資本運作模式。 最重要的是,Tesla給我們描述的是一個不一樣的未來,這正是資本市場的最愛。在科技獨角獸掌握資本市場話語權的今天,大家可以允許企業現在的頹廢,但不能允許企業未來的渺茫。資本在Tesla身上越瘋狂,越能說明電動汽車的美好未來。資本替大家宣告了一個汽車新資本模式的到來。 如果從汽車製造層面表述,Tesla現在的市值就是一個巨大的泡沫,但從另外的角度分析,Covid-19製造出來的游資,早已讓金融市場與真實經濟脫鉤,全球資本市場現在什麼都不缺,就缺能夠追求的故事。很顯然地,在這個由電動車引領風騷的產業巨大革命中,誰能學會借力使力以及有容乃大,誰就能在下一個產業革命浪潮裡踏浪前行;誰擁有說故事的資本運作能力,誰就有機會備妥軍火、轉型成功。 最後,倫敦金融時報最近一篇文章,提及Tesla還有幾個與眾不同的地方。隨著COP26 的即將召開,我們也感受到了氣候變化的緊迫氣氛,而Tesla的為綠能時代而生,從能源轉型受惠最大。它也是政府補助的一大受惠者,2010年接受美國能源部一筆4.65億美元的貸款,至為關鍵。美國政府壓制耗油量大的內燃式引擎,也有助提高電動車銷售。 當然更重要的是,Musk是這家電動車企業的門面,也是鞭策公司不斷成長、創新的驅動力,這讓我想起最近在玉山科技峰會大出風頭的張忠謀。Musk暢談殖民火星、力挺加密幣、拋出在人腦植入晶片等新奇的想法,贏得一大票科技迷粉絲和散戶投資人崇拜。在他們的力挺下,Tesla股票一路扶搖直上不令人意外,也讓Tesla取得另一大與眾不同的競爭優勢:籌資能力。過去三年來,Tesla四度釋股籌資逾130億美元,在資本密集產業,以最低成本取得資本,大有助益。 然而,Tesla仍面臨諸多風險。 首先,Tesla本業畢竟是造車,和同業一樣遭遇晶片缺貨、全球供應鏈脆弱、美中衝突的挑戰,這些都可能嚴重打擊特斯拉。 此外,Tesla也日益受到主管當局放大檢視,自駕軟體尤其是關切焦點。馬斯克個人豪放不羈、常常信口開河的風格,也數度槓上美國證管會(SEC)。 目前為止,Tesla靠「與眾不同」而興起,但在競爭者急起直追,和公司規模日益擴大之際,如何維持這種優勢,是特斯拉今後面臨的挑戰。 二、COP26氣候峰會前夕10月30日,G 20領袖峰會將在羅馬舉行,眾所周知OECD推動的全球稅改方案,預計最快要在2023年上路。我們應該怎麼看這個變化?對台灣或台灣企業的影響又是什麼? 國際媒體相關報導 ●CNN:〈Biden meets with Pope and Macron ahead of G20 summit〉(拜登在G20峰會前會見教皇和馬克宏) ●CNBC:〈G20 summit: Climate, COVID-19 and economy top agenda at Rome meet〉(G20 峰會:羅馬會議的氣候、COVID-19 和經濟首要議程) ●The Wall Street Journal華爾街日報:〈Corporate Taxes Poised to Rise After 136-Country Deal〉(在136個國家達成協議後,企業稅將增加) 分析解讀 這此稅制改革的重點,是聚焦於打擊跨國企業避稅,和終止稅務天堂所帶來的稅務紛爭。 根據「美國不平等政策研究所」與「美國公平稅收協會」的最新報告,正當新冠疫情肆虐全球,讓更多人成為新貧階級的同時,美國億萬富豪人數卻已經從疫情爆發前的614人,快速增至745人,他們的總財富更一舉突破5兆美元,財富淨值飆漲達70%。 更誇張的是,這些億萬富豪財富增速驚人,但逃稅、避稅的手法卻是各顯神通。根據pro publica今年6月公佈的報告顯示,金融巨鱷索羅斯已連續三年未繳聯邦所得稅;同樣的,亞馬遜的貝佐斯與特斯拉的Musk,也曾多年都避開所有聯邦所得稅的稅負。 其中的癥結,在於這些億萬富豪因投資股票而使財富大幅增值,但迄今卻不用繳交任何的資本利得稅。相形之下,一般大眾的固定薪資所得,卻一毛錢也逃不掉被扣繳薪資所得稅! 終於,在OECD(國際經濟合作發展組織)的主導下,10月8日,包括愛爾蘭、愛沙尼亞與匈牙利都在最後一刻加入協議,總共136個國家的財政部長,達成「全球企業最低稅負」(Global Minimum Tax GMT)的協議,對年營業額超過7.5億歐元(8.66億美元)的大型跨國企業,課徵全球一致、15%的企業最低所得稅率。 這是全球企業發展史上極為重要的里程碑,將會扭轉從1980年至今、長達40年各國政府的「降稅競賽」。 因為在過去,各國政府為了吸引跨國企業,競相以營運中心、科創中心、或是其他各種名目,提供大型跨國企業優惠所得稅、甚至零所得稅,政府在所得稅優惠競賽中不斷調降實質企業所得稅,導致稅基流失。 長達40餘年的「降稅競賽」,將因為15%GMT的全球普遍施行而告一段落。而最積極提供低稅天堂優惠的愛爾蘭等國最終加入協議,成功杜絕了漏洞,確保了15%GMT成功的前提。 美國財政部長葉倫也表示,提出「確保疫後經濟復甦」、「氣候變遷與綠色經濟」以及「全球企業最低稅率」為當今全球政府與企業最重要的三大任務。 全球企業最低稅負制度的落實,在COVID疫情肆虐的此時特別具有意義。 以我們孰悉的莫德納、BNT等新冠疫苗公司為例,美國與歐盟政府為了快速發展與取得新冠疫苗,對這些製藥公司提供超過百億美元的研發補貼,以及昂貴的冷鏈流通網路補貼,然後再以金額超過2百億美元的政府預算購買疫苗。雖然最後以「免費疫苗」的名義提供國民施打,但是商業疫苗公司卻因此獲得巨額營收與利潤,數以千億美元計算的股價增值,則落入人數甚少的股東與經理人口袋;而美國、歐盟之外的國家,還得再花費鉅資購買疫苗。最終,商業疫苗公司還在專業會計師與律師的協助下,將巨額的利潤移轉在免稅、或者超低稅率的國家。 上述例子,政府對這些商業疫苗公司提供巨額財政補貼,稅金由全民負擔,舉債留給下個世代償還,股價增值利益被富有的股東攫取,而最終政府連企業所得稅都難以課徵……這是最鮮明的劫貧濟富、製造貧者愈貧、富者愈富的案例。 除了商業疫苗公司,谷歌、Netflix等科技巨頭的快速崛起,蓄積超越國家的政治、財政與社會影響力,早已經是眾人皆知、備受詬病的行為。歐洲政府原本規畫課徵數位稅(Digital Tax),以平衡跨國科技巨頭的力量,在拜登政府就任之後,財政部長葉倫積極遊說歐盟各國,改採全球最低企業稅負制,以136個國家集體行動來平衡科技巨頭的力量。這對於全球的經濟與社會安全,更是重要的突破。從這個角度來看,GMT的意義超越企業所得稅,而具有更高層次的經濟永續與社會安全價值。 136個國家集體完成GMT協議之後,接下來將在羅馬舉行的G20領袖峰會中確認此一協議,接著,各國會接續展開相應的所得稅制修法。領頭的美國拜登政府,必須面對陷入劇烈黨派鬥爭的國會,能否完成,現在還無從得知,不過,這是繼WTO之後最重要的全球政府一致行動,實質意義甚至超越CPTPP等跨國貿易協議。 回到台灣,全球稅改恐使台灣政府喪失部分課稅權,並導致台資企業被雙重課稅,尤其台灣非OECD成員國,確實值得我們注意。 全球稅改方案在獲得OECD包容性架構多數成員國的共識後,邁出一大步,但台灣因不是OECD會員國,無法參與OECD包容性架構。據瞭解,多年來台灣都積極爭取加入,但因架構公約規定,如果有課稅管轄領域隸屬另一領域,則需另一領域同意下才可以加入。從OECD的角度來看,台灣的參與必須先取得中國大陸的同意。 勤業眾信就表示,「全球利潤分配稅制」與「全球企業最低稅負制」這兩大支柱,顛覆了全球過去五十年基於常設機構建構的課稅原則,不再是企業設在哪就由哪國課稅。如果台灣無法參與,可能分不到錢。 以全球利潤分配稅制為例,只要企業合併營收達兩百億歐元(約台幣六千五百億元),無論在哪設點,只要利潤率超過10%,超過部分的25%將重新分配給貨物或服務的消費地課稅;各國能否分配到跨國企業的超額利潤,也訂有門檻。 目前來看,台積電最有可能被列入全球利潤分配制適用範圍。不具名會計師說,如果台灣無法參與包容性架構,達標的台資企業的超額利潤也會讓消費國課稅,但已在台灣繳的稅又無法扣抵,恐有雙重課稅的問題。 至於15%的全球企業最低稅負,按照我的估計,國內約有150個跨國企業集團受影響。但目前為止,台灣仍未看到有人討論這個議題,但我得呼籲,這是政府必須重視的問題。 《經濟學人》總評 這期談的當然是即將到來的COP26 締約國峰會,但經濟學人這次的封面設計,我感覺既逗趣卻又沈重。在所剩無幾的南極融冰上,我們看見三隻企鵝分別做著「非禮勿視」、「非禮勿聽」以及「非禮勿言」的動作。上面一個成語:「COP-out」(臨陣脫逃),一語道破了經濟學人對這個氣候峰會的不抱希望。 主文的標題是:「Why Glasgow will be a disappointment. And why it will nonetheless be crucial」(為什麼格拉斯哥將是一個令人失望的場域,以及為什麼它仍然至關重要) 當全球所有相關人士都聚集到了英國格拉斯哥,參加這個將於10月31日開始的 COP26 時,我們很容易誤讀整個事件的重要性。就像經濟學人在這期特別報告所闡述的,即使 COP 已經被大肆宣傳為「對氣候變化可以採取行動的最後機會」,但大氣中溫室氣體含量仍在上升,相關的氣候變暖仍在繼續。 由於它的決議是基於共識的原則,這意味著,它的進度往往最後會由最不配合的國家來決定。但另外一方面,一些 COP 年會實際上還是有所作為的,就像在2015年巴黎會議上那樣,各國承諾,將自19世紀中葉以來地球溫度的上升幅度,控制在低於2°C的範圍內。 格拉斯哥峰會將帶來另外一個新的承諾,那就是如何加大力度,實現巴黎協議,雖然眾所周知,這個雄心壯志成功機會不太。 更重要的是,聯合國氣候變化綱要公約和締約國峰會進程之所以重要,是因為全球圍繞它的科學、外交、激進主義或公眾輿論所構成的這個機制,是基於一個真實事實,那就是極端氣候越來越明顯。如果我們要繼續生活在一個以煤炭、石油和天然氣為動力基礎的經濟體系中,那麼這個地球上80億人所夢想的生活狀態將無法實現。二氧化碳所累積排放的危害,最終會迅速地堆積起來,最後終將讓全球經濟發展的步伐停滯不前。 Powered by Firstory Hosting
今日聚焦【新冠疫苗抗体能维持多久?中国疾控中心回应】中疾控免疫规划首席专家王华庆28日表示,新冠病毒疫苗是新疫苗,研发出来的时间比较短,用在人体上的时间更短。目前通过抗体水平监测,大概是六个月以上。但抗体不是唯一保护指标,疫苗发挥作用过程中还有其他因素,所以后续需要对疫苗的持久性开展研究来确认它的保护期到底有多长时间。 【新华社评新能源汽车行业乱象:浮夸、注水、甩锅】新华社记者调查发现,当前新能源汽车行业“虚假宣传”“虚火过旺”问题,已成为制约行业进一步健康发展的隐忧。部分车企产品故障频发却习惯性“甩锅”消费者。理想、特斯拉均被点名。此外,广阔的市场潜力催生出部分纸上“造车”的“PPT车企”。截至目前,恒大汽车公司市值已高达5000亿港元,但还没有一款量产车型在售。根据2020年财报,恒大汽车98.79%营收来自医疗美容及健康管理收入,却只有1.21%营收来自新能源汽车。 企业动态【红星美凯龙200亿出售红星地产:远洋资本接盘】3月28日,红星美凯龙与远洋资本完成签约,将旗下红星地产打包出售给远洋资本,接盘价格约为200亿元人民币。知情人士透露,红星美凯龙资金近期较为紧张,为解燃眉之急,将旗下最优质的房地产业务板块——红星地产溢价转让。近几年红星地产整体发展较好,2020年全年销售规模达到500~600亿,去年利润率约为10%。(21世纪经济报道) 【国家监管部门批准格兰仕收购惠而浦中国】28日,格兰仕董事长梁昭贤透露,国家监管部门批准格兰仕要约收购惠而浦中国。据悉,此次格兰仕收购美国家电巨头惠而浦在华的上市公司61%股份,要约价格5.23元/股,要约收购数量4.68亿股。业内人士分析,此次收购后,格兰仕有希望“借壳上市”。 【华为拿下支付牌照】移动支付行业迎来一个新“玩家”。天眼查显示,华为通过收购讯联智付100%股权,拿到支付牌照。分析师称,华为在国内有两亿多手机用户基础,这是华为进入移动支付市场的优势。(中证报) 产业纵深【今年以来主动权益基金平均亏损2.96%】数据显示,今年以来主动权益基金平均亏损近3%,不过仍有多只基金逆市创造正收益。指数基金行业间业绩分化明显,钢铁类产品业绩最佳,军工类产品则最受伤。债市先跌后涨,助推纯债基金整体表现优于权益基金,年内录得正回报。投资海外标的的QDII基金整体业绩最佳,一些油气资源类QDII基金业绩一马当先。(中国基金报) 【吊牌写含96%羊毛实际一根羊毛都没,涉众多知名品牌】江苏省市场监管局抽查发现,有的品牌以次充好、缺斤短两:羽绒服吊牌所写比实际含绒量虚高47倍,检测人员感慨没见过这么差的衣服;围巾号称含96%的羊毛,实际一根羊毛都没…七匹狼、VERO MODA、雪中飞、恒源祥等均被点名。(央视) 【共享充电宝又集体涨价了:用10次能买1个!】最近,共享充电宝因涨价引发关注。商圈和医院等场所每小时要3-4元,酒吧夜店等则高达10元/小时!有的用户因未及时归还,一天花掉99元,等同于买了个充电宝。面对消费者的质疑,企业则以“缺钱”来回应。但据分析,共享充电宝的运营企业不仅不亏,反而一本万利,而企业上市在即则是此轮涨价的重要推手。(看看新闻) 警示录【套路贷被害人生前哭着说早死早解脱】“套路贷”又名“夺命贷”,最核心的套路是只要借了钱就根本还不上,直到借贷者倾家荡产。兰州警方曾出动600多名警力打掉一特大 “套路贷”犯罪集团,该组织用P图侮辱、短信轰炸、当面威胁等进行敲诈,受害者多达39万余人,其中89人因逼债催收自杀身亡。(央视) 【涉案金额达5亿!全球最大游戏外挂案告破】3月26日,江苏昆山公安通报,成功侦破全球最大游戏外挂案件。该案涉案人员遍布全球,经营国内外多个游戏外挂,流水达数亿元。该组织的全球财务负责人名下拥有价值千余万的劳斯莱斯、法拉利、兰博基尼等豪车;该组织的全球运营负责人住着相对简陋的公寓,在一个小公司内上着班,每个月拿着3000元的工资,名下却有价格2600余万的虚拟币以及房产、车辆。(每日经济新闻) 国际视野【16亿枚口罩流入海洋成生态杀手,分解要450年】近日,据TRT WORLD报道,新冠疫情已持续超过一年,期间人类所使用的口罩、手套等防疫物品虽保护了使用者,却也对生态环境造成很大负担。环保团体亚洲海洋指出,根据口罩生产量以及各种因素综合考量,2020年流入海洋的口罩可能有16亿枚,许多野生动物误食或被口罩缠住而死,而这些口罩需要至少450年才能分解完成。【搁浅货船方向舵和螺旋桨已经开始工作,堵塞前严重超速】据报道,苏伊士运河管理局主席乌萨马·拉比耶表示,目前搁浅货船的方向舵和螺旋桨已经开始工作,方向舵已移动30度。乌萨马强调,目前苏伊士运河正迎来涨潮的最佳时机,管理局正利用这段时机对搁浅货船进行拖曳工作。据悉,“长赐号”搁浅前,其航行速度严重超出运河的限制标准。埃及总统目前已下令减轻搁浅货轮的负荷。【779元的特斯拉空酒瓶2天被抢光!】28日凌晨,特斯拉客户支持官方表示,闪电玻璃酒瓶上架2 天全部售罄。据官方介绍,Tesla 玻璃酒瓶以 Tesla 龙舌兰酒为灵感而设计,酒瓶外形酷似闪电,经人工吹制而成。此外,有用户在推文后发问:超过苹果需要多久?马斯克回复:可能就在几个月之内。但很快,马斯克删掉了第二条回复。
On this week's The Drill Down podcast, China heats up the trade war, the most dangerous laptop ever, Facebook's own Bitcoin, a collision of Tesla news ... and much, much more. Headlines China Gears Up to Weaponize Rare Earths in Trade War Auction for a laptop full of malware closes at $1.3 million (updated) Amazon defeated Rekognition revolt by a large margin Facebook plans to launch 'GlobalCoin' currency in 2020 Audible Book of the Week Fire & Blood by George RR Martin Sign up at AudibleTrial.com/TheDrillDown Music Break: Light of the Seven by Ramin Djawadi Hot Topic Elon Musk Says ‘Hyperloop' Tunnel Is Now Just a Normal Car Tunnel Because ‘This Is Simple and Just Works' There's a 'crisis of confidence' in Tesla Tesla's Chinese-built Model 3 could cost almost $10,000 less than imported versions Tesla makes people guess made-in-China Model 3 price ahead of announcement New lawsuit against Tesla alleges pregnant woman was pinned against the wall by her Model X, breaking her bones and sending her into premature labor Tesla's New Autopilot 'Violates State Laws' According To Consumer Reports Music Break: Killer Cars by Radiohead Final Word Why It's Time To Think About Self-Driving Cars In Regards To Parking The Drill Down Video of the Week Doctored Pelosi video highlights the threat of deepfake tech Doctored Pelosi Video Virally Shared Original Pelosi Video Doctored Pelosi video is leading tip in coming disinformation battle Why Facebook is right not to take down the doctored Pelosi video Subscribe! The Drill Down on iTunes (Subscribe now!) Add us on Stitcher! The Drill Down on Facebook The Drill Down on Twitter Geeks Of Doom's The Drill Down is a roundtable-style audio podcast where we discuss the most important issues of the week, in tech and on the web and how they affect us all. Hosts are Geeks of Doom contributor Andrew Sorcini (Mr. BabyMan), marketing research analyst Dwayne De Freitas, and Vudu product manager Tosin Onafowokan.