Solving The Money Problem 对 $TM 的判断变化

2026-09-12看跌
Volkswagen In Death Spiral (and it's getting worse)
丰田面临不可避免的衰落(“死亡螺旋”),原因是领导层无能以及在战略上否认电动车趋势,其处境与大众汽车如出一辙。

如今,大众和丰田视年份而定,都是全球最大的汽车制造商,按销量计算规模大致相当。我们姑且说每年大约1000万辆汽车。

Now, VW and Toyota today, depending on the year, are the world's largest automotive manufacturers, roughly the same scale by unit sold. We'll call it about 10 million vehicles a year.

两家公司都彻底完蛋了,因为两家公司的领导层都无能。我不希望事情变成这样,但事情就会这样发展下去。极具讽刺意味。这要追溯到2008、2009、2010年前后,大概在那个时期,丰田实际上在与特斯拉合作。

特斯拉实际上在为电动丰田RAV4制造电动动力总成。丰田当时表示,他们合作的目标是帮助自己学习和改进技术。他们甚至持有特斯拉的股份,顺便说一句是很大一笔股份,我记得大约占该公司10%。后来卖掉了。安息吧。

Both companies completely [ __ ] cooked because both companies have incompetent leadership. I don't want this to be the case, but this is how things will play out. Incredible irony. This back around 2008, 9, 10, somewhere in that era, Toyota was actually working with Tesla. Tesla was actually making the electric drivetrain for electric Toyota RAV4s. Toyota at the time saying that their partnership, the goal was to help them learn and improve their technology. They even had a stake in Tesla, a massive stake by the way, I think it was about 10% of the company. Later sold. RIP.