$Tesla (TSLA.US)$ [Share Link: What is the “listening and I'...
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What is Tesla's “next move”
Tesla's next step in promoting rationalization related to charging is robo-taxis using artificial intelligence (AI) and autonomous driving. The current reorganization of the charging division will support part of human resource recruitment and fund raising for that purpose. If you think about it from the management's perspective, it can be said that it is the best way to advance and develop the company. Due to information on the closure of the charging division that has supported Tesla, there was a shock when Tesla's stock price dropped temporarily, and various speculations flowed that Tesla, which was pushed by Chinese-made EVs, might worsen management, and eventually spread to the story of EVs as a whole and became a landing ground, and the era of hybrid vehicles (HVs) would come. However, all of these are probably unnecessary worries. Certainly, sales of HVs may have increased significantly compared to the previous year. However, in the first place, Toyota was the first HV in 1997PriusIt has already been 27 years since it went on sale. It hasn't sold easily for close to 30 years, so I think it looks like it's progressing rapidly now. Conversely, it is urgent for EVs that have only been 14 years since the release of the first LEAF in 2010 and a little over 10 years since the release of the Tesla Model S in 2012, to make a shortsighted judgment that the number of units sold will increase or decrease slightly depending on the time, that it will cool down or that it is a landing. The view that plug-in hybrid vehicles (PHEVs) will increase sales by replacing EVs in the future is also a story that has accelerated. In the first place, PHEVs are half-hearted models that fall between EVs and HVs, and the aspect of “transitional measures” until EVs become popular is strong, so to speak. If you go out of your way to charge and use it even though it only runs a short distance, an HV that doesn't require charging is sufficient, and even if you go out, EVs now have a longer driving distance per charge, so the reasons to dare to choose a PHEV that can only run around 100 km using electricity as power are limited. If automobile manufacturers seek only profit (money making) from a short-sighted point of view, they may want to get involved in HVs and PHEVs. However, if Tesla superchargers become an American standard, the charging mileage of EVs increases, and Chinese EVs achieve low prices, it is not difficult to imagine that consumers regard EVs as the first choice. I would like to look forward to such business activities in anticipation of the future from automobile manufacturers.
Tesla's next step in promoting rationalization related to charging is robo-taxis using artificial intelligence (AI) and autonomous driving. The current reorganization of the charging division will support part of human resource recruitment and fund raising for that purpose. If you think about it from the management's perspective, it can be said that it is the best way to advance and develop the company. Due to information on the closure of the charging division that has supported Tesla, there was a shock when Tesla's stock price dropped temporarily, and various speculations flowed that Tesla, which was pushed by Chinese-made EVs, might worsen management, and eventually spread to the story of EVs as a whole and became a landing ground, and the era of hybrid vehicles (HVs) would come. However, all of these are probably unnecessary worries. Certainly, sales of HVs may have increased significantly compared to the previous year. However, in the first place, Toyota was the first HV in 1997PriusIt has already been 27 years since it went on sale. It hasn't sold easily for close to 30 years, so I think it looks like it's progressing rapidly now. Conversely, it is urgent for EVs that have only been 14 years since the release of the first LEAF in 2010 and a little over 10 years since the release of the Tesla Model S in 2012, to make a shortsighted judgment that the number of units sold will increase or decrease slightly depending on the time, that it will cool down or that it is a landing. The view that plug-in hybrid vehicles (PHEVs) will increase sales by replacing EVs in the future is also a story that has accelerated. In the first place, PHEVs are half-hearted models that fall between EVs and HVs, and the aspect of “transitional measures” until EVs become popular is strong, so to speak. If you go out of your way to charge and use it even though it only runs a short distance, an HV that doesn't require charging is sufficient, and even if you go out, EVs now have a longer driving distance per charge, so the reasons to dare to choose a PHEV that can only run around 100 km using electricity as power are limited. If automobile manufacturers seek only profit (money making) from a short-sighted point of view, they may want to get involved in HVs and PHEVs. However, if Tesla superchargers become an American standard, the charging mileage of EVs increases, and Chinese EVs achieve low prices, it is not difficult to imagine that consumers regard EVs as the first choice. I would like to look forward to such business activities in anticipation of the future from automobile manufacturers.
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