On November 22, 2019, Tesla CEO Musk personally hosted the tesla Cyberruck conference in Los Angeles, California, announcing that a new era belonging to the pickup truck industry has arrived. In the face of this maverick "Mars rover", the media, consumers, auto industry peers and other related groups are like Lafayette when he first saw the train, and his eyes were full of doubts and incomprehension. Subsequently, with the aura of faith of Elon Musk's personal charm, Tesla Cyberruck won millions of pre-sale orders, with a total value of more than $80 billion.
What is the concept of $80 billion? By the end of 2021, Toyota motor has a total market capitalization of $256.7 billion, Volkswagen's total market capitalization of $128.3 billion, General Motors 's $85.1 billion, and Daimler's $81.8 billion. Even in the down payment alone, Tesla has received more than $120 million in cash flow and has not to pay any interest. However, it is such a product that is a great success in the automotive field and the financial field, which has been postponed twice so far, and the highly respected Iron Man of Silicon Valley seems to be developing in a direction that Chinese is incomparably familiar with, that is, Jia Yueting in the United States.
When Tesla Cyberruck was officially released in 2019, Musk vowed that the new car would be mass-produced and delivered in 2021. However, due to various reasons such as the design does not meet the requirements of the regulations, the factory's production capacity is seriously insufficient, and the material is too special to be processed, Musk regrettably announced that the new car will be postponed to 2022 mass production. Recently, Musk also said that "due to the limitation of supply chain resources, new cars will not be released in 2022, and new EV models will be postponed to 2023", which means that Tesla Cyberruck is destined to postpone mass production again.
Tesla Cyberruck's repeated ticket jumping has triggered strong dissatisfaction among consumers, and the behavior of arbitrarily changing prices, changing configurations, and arbitrarily increasing prices during the pre-sale process has exacerbated this sentiment, a product that cannot be mass-produced but continues to accept orders, making people have to suspect that this is a Ponzi scheme. The rhetoric that Tesla is a "Ponzi scheme" has continued since its inception, and looking at Tesla's inexplicable super market cap and extremely meager profits, no one knows whether Musk will lead everyone to the scythe of Wall Street or the victory of investors.
Elon Musk was born on June 28, 1971 in Pretoria, the administrative capital of South Africa. The childhood family environment is not optimistic, the mother often suffered from domestic violence and finally chose to divorce, Musk followed his mother to live a turbulent and displaced life, the lonely Musk can only immerse himself in various literary works to avoid the cruelty of reality, it is these books in Musk's heart to plant the seed of "technology to change the world". In 1992, the 21-year-old Musk officially set foot on the land of the United States, entered the University of Pennsylvania to study physics, and then went to the Wharton School to study economics, obtaining a double degree in physics and economics.
In 1995, Musk entered Stanford University to study applied physics and materials science. It was during this period that Musk developed a high interest in electric vehicles, and the rapid development of Silicon Valley Internet companies completely opened Musk's horizons and made the young man realize that business could still play like this. Musk then did not finish his studies, but adopted the usual practice of Silicon Valley technology giants - "dropping out of school to start a business".
Musk was gifted in his entrepreneurial period, and successively created two Internet companies, Zip2 (Yellow Pages Website) and PayPal (Internet Finance). This is very similar to the initial entrepreneurial trajectory of Ma Yun, a rural teacher who is "not interested in money", and has seized the opportunity of the development of the Internet era.
Until 2003, Musk, who finally remembered his dream of "changing the world with science and technology", took advantage of the marketization trend in the US space field to create the famous SpaceX and began to put into practice the Mars immigration plan, one of the two goals of his life.
In 2004, musk's energy revolution, another of Musk's life goals, ushered in an opportunity to achieve it. Tesla Motors, co-founded by talented engineers Martin Eberhard and Mark Tapenning, was in trouble, and Musk led the Series A funding round after seeing its technology prospects. Then a dramatic scene appeared, due to different views on Tesla's future development strategy, Musk drove the two founders out of the company through the way of "a glass of wine to release the military power", branding Tesla with Musk.
After a long period of research and development tests, Tesla finally launched its first car product, roadster, in 2008. Subsequently, Tesla successfully gained a foothold with Model S, Model3, Model Y and other products, and began a rapid expansion of up to 13 years, being regarded as a global leader in the field of new energy vehicles, autonomous driving, and artificial intelligence, with a market value equal to the sum of international giants such as Toyota, Ford, Volkswagen, and General Motors.
With a cursory look at Musk's life trajectory, it's hard to think of him as a pure liar. As a genius who has been successful in three businesses and has built a number of world-renowned companies, the essential difference between Musk and most Silicon Valley scammers and Wall Street smarts is that he basically realized the bull he bragged about, and the scammers often ran away after cheating money, and Musk obviously has a bigger plan.
But people who really know Musk can hardly trust him completely, years of Internet thinking have made it deviate from scientific research itself, and business has finally triumphed over science. Behind Musk's arrogance, Tesla still needs to rely on the sale of carbon credits to achieve profitability, and the car sales business has always been in a state of loss. SpaceX is more behind the official support of the new space strategy of the United States, rocket recovery technology is not a new thing, Mars colonization, low-Earth orbit WIFI is still quite far from humans, and the role of money is greater than the actual significance.
Therefore, it can be said that Musk's third venture, in addition to Tesla's jaw-dropping market capitalization, the repeated crash crises of the StarLink plan, have not yet had convincing results. From the honest guy who initially worked hard to knock on the code, to the big guy who fiddled with the rules of Internet finance, Musk has entered the middle state of cheaters and geniuses, which can be called the real-life version of "Schrödinger's cat", and which ending will eventually depend on how Musk chooses.
Silicon Valley's Internet mindset has brought high attention and high growth models, while infinitely amplifying development pressures. Musk needs to continue to use new technologies and new perspectives to continue Tesla's miracle in the eyes of consumers and investors, and digest huge market value through extreme cost compression and capacity expansion. The speeding state will inevitably lead to problems in the product development process, and the brake problems of the Model series and the difficulty of cyberruck to mass production are all due to this to some extent, and the so-called speed is not reached.
It is believed that Musk can eventually complete the mass production delivery task of Cybertruck, but there must be a big gap between the actual product quality and the propaganda that changed the world.
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