Elon Make can still be confident, he does not lack the money, his car business is still high, his space business still brings a lot of people. Mars Dreams, his starchain business is still in satellite, and his social media is still speaking.
In many eyes, Eloniask = reality version of Silicon Valley Iron Man = change the quot of human life; god quot; because it can cross a lot of real laws, get a lot of problems.
For example, a small amount of money, a small number of people, ignore huge investments, and complete the technology that NASA can’t complete; for example, he can run incredible things before all major powers in the world. Mask has a lot of superficial deeds, in the public opinion, in every advance field that people can imagine, like a quot; god quot;
People have doubtful, cars have new changes
Born in 1971, 2008 liquid fuel rocket injection track, 2012 spacecraft and international space station docking, 20 years In he realized N world first. Even, then, he will enter the human gene business and change human. Everything is fascinated, but because of the common sense, it is doubtful.
Do not talk about this person, let’s talk about the recent quot; god quot; small story in the automotive business.
In Tesla’s native North American market, a market that has not been opponents, calling rain, Ford is now constantly stealing Tus Pull the market share. 
The latest research from Morgan Stanley showed that in February, the latest “Automobile and Sharing Traffic” research report said that Ford’s electric SUV Mach-e sales have protrude, attracting many original considerations. Buy Tesla users and transfer to Ford.
The key information in this report is that Tesla is still a larger in the North American market, sales in January is 2,1550 vehicles, which is 2.3 times the number of competitors 9527 numbers. However, Tesla’s sales share declinedThe figures of February 2020 were 81%, while 69% fell in February 2021. In the market share of the decline, almost 100% is taken by Ford Mach-E, the sales number is 3,700 units.
This means that the result does not change, Tesla remains in sales of high, but about the fundamental local market Advantages, as in the 2020 European market, it is reversed.
In 2019, Tesla’s share of the European market was 31%, while in 2020, its share dropped to 13 percentage. From the absolute advantage to the absolute advantage, the North American market turns from the absolute advantage into a 100% fifterer than 100%, and now there is a market in the market, there is only the Chinese market.
The final transcript number is written about Tesla and Mask.
The subversive of public opinion is not equal to the subversion of the real market
In the past few years, a common word in the public opinion is subversive, the smartphone is subvert, the smart car is subversion, everything Everything is submerged. But in fact, over time you will find that this is changed, not subversion. The new improvement in the application form does not mean that the core use logic is replaced with another road.
Combined with Tesla’s performance in overseas markets, we can see the fact:
in traditional giants After turning and putting the same type of model, such as the public, BMW, Mercedes, Audi, Renault, Hyundai, etc. At present, Tesla has made the corresponding two-hand, one hand is a German super factory, one hand is a Shanghai factory to transport to the European market. Among this, you can’t see Tesla’s intelligent story, which has been obviously pulled out for its European sales. The earliest European market in the world has entered the popularity of the automobile, and Tesla has encountered problems after tomorrow.
The North American market has beenTesla is in the stage of no opponents, but when traditional car companies launched the same type and the models of the same technology show, its advantages are further dissipated, and they are only a Ford’s effort. At present, European car companies, Korean car companies, and general-purpose vehicles are further playing this kind of smart electric vehicle business, and Tesla may face the same situation as the European market.
combined with Tesla’s performance in the middle market, we can also see another fact:
Tes The current sales of the current sales is strong, and the data will be less than 15,000 units in January, and the monthly sales volume will continue to be sold. However, the numbers are no longer a single big, BYDan’s sales number is 8000+, Xiaopeng P7 number is 3,710, and the market situation in Domestic Tesra Model 3 is that the same price has 2 strengths. The equivalent model. The new round of Tesla Model Y is currently good, but it needs to face the competition of 蔚 来 ES6, EC6, ES8, Brilliance BMW IX3 and BYD Tang.
The market is no longer the original market. Tesla is still the potential space in the Chinese market, just like Europe, North America, began to gradually be eaten.
At the same time, Tesla will also face the problem that the entire automotive industry uses laser radar to realize automatic driving L4 or even higher perception, Mask means that there is no laser radar The entire automotive industry chooses a matching accuracy map to achieve high-end automatic driving ability, Mask believes that it is not necessary. And, the entire industry is accelerating its own new energy automotive technology, intelligent web technology, automatic driving algorithm, etc., while Mask only brought 4680 batteries and FSD subscriptions.
Write in the last:
The automotive industry is actually a familiar automotive industry, and every stage will join more related functions according to the progress of consumer demand. At least, the automatic driving of the L4 level is truly landing and perfecting the operation, our car life will not be too many quot; subvert quot;
Tesla is not God. In addition to everything, it is still facing the problem of insufficient China’s localized intelligence.Comparing the new round of new round of car applications in the new year of the car, its speed is also slightly slow.
Next, with the decline in battery cost, more car companies began to truly money in the new energy field, the market is still a new round of transparency. Testla at that time would also be in the day? 